Run the Numbers
ClickUp CFO Dan Zhang on Frameworks to Level Up Your Decision Making and Communication
Feb 12, 2024
CFO of ClickUp, Dan Zhang, discusses her time at Amazon, personal finance philosophy, and important decision-making frameworks such as the Trust Formula and the Empty Boat Test. They also cover the significance of work ethic, effective communication, and scenario planning. Additionally, they explore the importance of attitude, mindset, and rewiring the mind. They discuss scheduling, prioritizing meetings, and different decision-making frameworks. They reflect on a career mistake, talk about their finance software stack, and share a funny expense anecdote.
51:03
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Quick takeaways
- Balancing short-term execution with long-term planning is crucial for CFOs, requiring dedicated time slots for both framework building and short-term execution.
- Building trust in business relationships through emotional security, competence, consistency, and genuine care can lead to more effective decision-making.
Deep dives
Balancing Short-Term Execution and Long-Term Planning
As a CFO, Dan Zeng emphasizes the importance of balancing short-term execution with long-term planning. She divides her day into separate time slots: her morning as a writing room for long-term framework building, and her afternoon as a war room for short-term execution. This approach allows her to constantly focus on both the present and the future of the business.
