The WealthAbility Show with Tom Wheelwright, CPA OKRs & Peak Productivity Tips
Oct 24, 2024
38:23
Join Tom Wheelwright as he discusses how to ensure your business is always performing at its peak with his guest, writer, and co-author of “Who Does What by How Much?” - Josh Seiden.
Josh has worked with hundreds of organizations as an individual contributor, leader, founder, and consultant. As a software designer–turned–coach, consultant, and speaker, he has helped organizations fuse strategy, become customer-centric, and utilize evidence-based decision-making to become more agile, make better products, and achieve greater success.
In this episode, discover OKRs (Objectives and Key Results) critical value to your business, how to recognize if and when you’re working on the wrong things for your business, and how to build an optimal system that promotes peak performance and productivity.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
00:00 – Intro.
02:36 - What are OKRs (Objectives and Key Results)?
06:15 - Set OKRs at Every Level 10:06 - Goal Setting: Who Does What By How Much?
14:49 - Create Your OKR System
17:33 - Prioritize Your Client’s Needs
22:10 - Determine the Right Work 27:30 - Balancing Problems & Methods.
30:55 - Steps to Building Your OKR System
35:18 - Why Customer Centricity: Finding Your Intersection
Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/
********************************** PODCAST: WealthAbility® **********************************
Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f
********************************** Resources **********************************
Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
Visit WealthAbility® https://wealthability.com/
Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
Schedule A Call With My Team https://wealthability.com/schedulecall/
*********************************** Social Media ***********************************
Facebook (Tom Wheelwright) https://www.facebook.com/
Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
Twitter (WealthAbility®) https://twitter.com/WealthAbility
Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA
Looking for more on Josh Seiden?
Books: “Who Does What by How Much? A Practical Guide to Customer-Centric OKRs”
Website: okr-book.com, https://www.joshuaseiden.com/, https://www.senseandrespond.co/
DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.
Josh has worked with hundreds of organizations as an individual contributor, leader, founder, and consultant. As a software designer–turned–coach, consultant, and speaker, he has helped organizations fuse strategy, become customer-centric, and utilize evidence-based decision-making to become more agile, make better products, and achieve greater success.
In this episode, discover OKRs (Objectives and Key Results) critical value to your business, how to recognize if and when you’re working on the wrong things for your business, and how to build an optimal system that promotes peak performance and productivity.
Order Tom’s book, “The Win-Win Wealth Strategy: 7 Investments the Government Will Pay You to Make” at: https://winwinwealthstrategy.com/
00:00 – Intro.
02:36 - What are OKRs (Objectives and Key Results)?
06:15 - Set OKRs at Every Level 10:06 - Goal Setting: Who Does What By How Much?
14:49 - Create Your OKR System
17:33 - Prioritize Your Client’s Needs
22:10 - Determine the Right Work 27:30 - Balancing Problems & Methods.
30:55 - Steps to Building Your OKR System
35:18 - Why Customer Centricity: Finding Your Intersection
Tom Wheelwright, #CPA is a Best-Selling Author, Entrepreneur & Worldwide Authority on Tax. https://wealthability.com/tom/
********************************** PODCAST: WealthAbility® **********************************
Listen & Subscribe on iTunes, Stitcher & Spotify! https://wealthability.com/show
YouTube Playlist https://www.youtube.com/playlist?list=PLydsKeyc6R5yuFA9nSBycu9Rj2jfdPN-f
********************************** Resources **********************************
Tom’s Book: Tax-Free Wealth https://taxfreewealthbook.com
Visit WealthAbility® https://wealthability.com/
Sign up for Tom’s Free Weekly Report https://wealthability.com/getreport/
Schedule A Call With My Team https://wealthability.com/schedulecall/
*********************************** Social Media ***********************************
Facebook (Tom Wheelwright) https://www.facebook.com/
Tom.Wheelwright.CPA/ Facebook (WealthAbility®) https://www.facebook.com/4wealthability/
Twitter (WealthAbility®) https://twitter.com/WealthAbility
Instagram (WealthAbility®) https://www.instagram.com/wealthability_now/
Youtube (Tom Wheelwright) https://www.youtube.com/@TomWheelwrightCPA
Looking for more on Josh Seiden?
Books: “Who Does What by How Much? A Practical Guide to Customer-Centric OKRs”
Website: okr-book.com, https://www.joshuaseiden.com/, https://www.senseandrespond.co/
DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.