

Strategy and Leadership Podcast
SME Strategy Consulting INC
We interview CEOs, business leaders, and thought leaders to get their perspectives on strategy, leadership, management, and other trends that can support your career and help you run a ”best-in-class” business or non-profit. Be sure to subscribe and tell us what you’re taking away from each episode. About SME StrategyWe facilitate strategic planning to help leadership teams get aligned on where they want to go and what they need to do to get there. Learn more at: https://www.smestrategy.net/strategic-planning-facilitatorConnect with the host, Anthony C Taylorhttps://www.linkedin.com/in/anthonyctaylor604/
Looking for Management Training for your teams? Enroll in our Management Training Program on Strategy Executionhttps://courses.smestrategy.net/courses/Leading-Strategy-Execution
Looking for Management Training for your teams? Enroll in our Management Training Program on Strategy Executionhttps://courses.smestrategy.net/courses/Leading-Strategy-Execution
Episodes
Mentioned books

Apr 6, 2022 • 27min
The Global Business Automatically Capturing & Sharing Internal Processes w/Jennifer Smith Ep#166
Strategy & Leadership Podcast Ep.166:
Jennifer Smith is the CEO & Co-founder of Scribe, a software company that helps organization analyze, optimize, their standardize processes. Previously, Jennifer held positions at Greylock Partners and McKinsey.
On this episode of the Strategy & Leadership Podcast, Jennifer joins us to discuss how Scribe helps organizations, lessons learned from consulting and VC, the different stages of company growth, & much more. #InternalProcesses #FutureofWork #Productivity
To learn more about Scribe, try the product for free, and check out their available roles: https://scribehow.com/
// Learn more about strategic planning & implementation:
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► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Apr 4, 2022 • 21min
Reduce Burnout & Create a High-Performance Culture w/Andrew Freedman Ep#165
Strategy & Leadership Podcast 165:
Andrew Freedman is a leadership, culture, & change management specialist, and the Managing Partner of SHIFT Consulting. He's also the best-selling author of THRIVE: The Leader's Guide to Building a High Performance Culture: https://thrive.shiftthework.com/
On this episode of the Strategy & Leadership Podcast, Andrew joins us (for the 2nd time) to discuss what you can do about burnout, the recipe for a high-performance culture, & much more. #Burnout #CompanyCulture #HighPerformanceCulture
Connect with Andrew on LinkedIn: https://www.linkedin.com/in/afreedmanthrive/
Questions for Designing a High-Performance Work
: https://501404.fs1.hubspotusercontent-na1.net/hubfs/501404/Organizational%20Alignment%20Indicators%20(1).pdf
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► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 30, 2022 • 26min
Management Development Tips with a DEI Lens w/Martine Kalaw Ep#164
Strategy & Leadership Podcast 164:
Martine Kalaw is a DEI consultant, trainer & author. Previously, Martine held Training & Development roles in the corporate world with companies like Macy's, Xaxis, & Walmart.
On this episode of the Strategy & Leadership Podcast, Martine joins us to discuss management development with a DEI lens, viewing DEI as a business imperative, developing long term change, & more. #DEI #ManagementDevelopment #DEITraining
Visit Martine's website to learn more about her work & sign up for her May 11 DEI masterclass: https://martinekalaw.com/
Check out Martine's book, ABCs of Diversity: A Manager’s Guide To Diversity, Equity, And Inclusion In The New Workplace: https://martinekalaw.com/book/
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 28, 2022 • 28min
Lessons Learned Running a Public Company & a Foundation w/Evan Sohn, CEO of Recruiter.com Ep#163
Strategy & Leadership Podcast 163
Evan Sohn is a senior executive with 25+ years of experience in eCommerce at Fortune 500 and start-up environments. He's currently the CEO of Recruiter.com, a hiring platform for the world’s largest network of recruiters. He's also the long-time VP of the Sohn Conference Foundation, dedicated to the treatment and cure of pediatric cancer and related childhood diseases.
On this episode of the Strategy & Leadership Podcast, John joins us to discuss his priorities as CEO of a public company, raising $100 million for pediatric cancer research, the next big challenge for businesses, & more.
#TalentAcquisition #TalentRetention #LeadershipPodcast
Are you an employer or recruiter needing help with hiring? Check out their website: https://www.recruiter.com/
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 24, 2022 • 27min
Tips for Scaling Your Non-Profit Like a Business w/Scott Ritzheimer Ep#162
Strategy & Leadership Podcast 162:
Scott Ritzheimer is the CEO of Scale Architects, where he helps scale and sustain organizational success using the Predictable Success framework. Recently, Scott sold his ownership in StartCHURCH that he helped grow to 60 employees as CEO.
On this episode of the Strategy & Leadership Podcast, Scott joins us to discuss valuable lessons for scaling, key distinctions between non-profits & for-profits, the benefits of different leadership styles, & more. #ScaleUp #NonProfit #LeadershipStyles
Learn more about Scale Architects & download their free assessments: https://www.scalearchitects.com/
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 22, 2022 • 25min
Creating Belonging & Psychological Safety at Work w/LaTonya Wilkins Ep#161
Strategy & Leadership Podcast 161:
LaTonya Wilkins is the founder of Change Coaches, where she provides large scale coaching, speaking and advising services for organizations around culture, leadership and diversity, equity and inclusion.
Before she started coaching and teaching, LaTonya held several positions in the corporate world at companies like JLL, Abbott Labs, AbbVie, & GE.
On this episode of the Strategy & Leadership Podcast, LaTonya joins us to discuss the value of belonging, creating psychological safety at work, culture fit vs. culture add, & more. #PsychologicalSafety #CultureAdd #PsychologicalSafetyatWork
Be sure to check out LaTonya's book, Leading Below the Surface: How to Build Real (and Psychologically Safe) Relationships with People Who Are Different from You: https://latonyawilkins.com/leading-below-the-surface/
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 16, 2022 • 25min
The Leadership Star: A Practical Guide to Building Engagement w/Brian Hartzer Ep#160
Strategy & Leadership Podcast 160:
Brian Hartzer is a Senior Advisor at various organizations, and the author of The Leadership Star: A Practical Guide to Building Engagement. Previously, Brian was CEO of the Westpac Group and CEO - Australia of ANZ.
On this episode of the Strategy & Leadership Podcast, Brian joins us to discuss balancing the day-to-day with strategic work, the 5 C's leadership framework, managing expectations leading a large team, & more. #LeadershipFramework #LeadershipLessons #Leadership
Be sure to check out Brian's book, The Leadership Star: A Practical Guide to Building Engagement: https://www.theleadershipstar.com/
Connect with Brian on LinkedIn: https://www.linkedin.com/in/brianhartzer/
// Learn more about strategic planning & implementation:
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► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 14, 2022 • 29min
M&A Tips for Improving Post Merger Integration w/Kison Patel, CEO of M&A Science Ep#159
Strategy & Leadership Podcast 159:
Kison Patel is the Founder & CEO of M&A Science, the world’s first community resource for M&A tips, techniques, and strategies. He's also the Founder & CEO of DealRoom, a M&A lifecycle management platform.
On this new episode, Kison joins us to discuss everything mergers and acquisitions: what leaders need to know, aligning two different cultures, common M&A mistakes, post merger integration tips, & more!
To learn more about M&A Science and access their podcast, courses and other resources, head over to their website: https://www.mascience.com/
Also, be sure to check out Kison's book, M&A Science: Proven Techniques to Close Deals Faster & Maximize Value: https://www.agilema.com/agile-m-a-book
#M&A #MergersandAcquisitions #PostMergerIntegration
// Learn more about strategic planning & implementation:
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► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 9, 2022 • 24min
Bootstrapping a Business to 200+ Employees: Lessons Learned w/Myles Anderson, CEO Ep#158
Strategy & #Leadership Podcast #158:
Myles Anderson is the Founder & CEO of BrightLocal, a marketing company focused on local search, that he bootstrapped to over 200 employees today. Previously, Myles held several business development roles.
On this new episode, Myles joins us to discuss the lessons learned bootstrapping his business to 200+ people, the importance of giving your people the room to contribute, managing a team in Ukraine during the Russian invasion, & more. #BootstrappingaBusiness #GrowingaBusiness
To learn more about BrightLocal, head to their website and check out their free academy for succeeding in local search marketing: https://www.brightlocal.com/
Consider supporting the people of Ukraine by making a donation with an organization like the Red Cross: https://www.redcross.org/about-us/news-and-events/news/2022/ukraine-red-cross-delivers-aid-to-families.html
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant

Mar 7, 2022 • 24min
Using Child Learning Principles to Generate Breakthrough Performance w/Ben Marcovitz, CEO Ep#157
Strategy & Leadership Podcast #157:
Ben Marcovitz is the CEO of Collegiate Academies and the Founder/CEO of the Rise Institute, where he consults with leaders to develop breakthrough performance in their employees. Previously, Ben founded a school district and was successful improving the performance of kids struggling academically. #TeamDevelopment #PerformanceImprovement
On this episode of the Strategy & Leadership Podcast, Ben joins us to discuss how performance follows identity, keeping your approval accessible, the value of a #GrowthMindset, & more.
Learn more about Ben's work on his website, and be sure to fill out the quiz to receive your own team development tips: https://benmarcovitz.com/quiz/
// Learn more about strategic planning & implementation:
► Subscribe so you never miss a video: www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
► Get free workbook to guide you along the process: www.smestrategy.net/strategic-plann…mplate-workbook
► Learn how to successfully lead your next strategic planning process: www.smestrategy.net/strategic-plann…ng-steps-course
// More strategic planning resources:
► Join our free community: strategy-and-leadership.mn.co/
► Are you looking for someone to facilitate your strategic planning process? www.smestrategy.net/strategic-plann…ator-consultant
► Want software to track your strategic plan. Get a 90-day free trial of Cascade Strategy: www.smestrategy.net/cascade
// Connect with us:
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact us ►www.smestrategy.net/contact
Subscribe on YouTube ► www.youtube.com/channel/UCOHLNRrp…ub_confirmation=1
// ABOUT SME STRATEGY CONSULTING:
SME Strategy is a management consulting firm that specializes in helping organizations develop and implement their strategic plans. We work with teams to facilitate conversations about strategic direction and business strategy so that our clients can focus their energy on what will move them forward faster.
Based out of Vancouver, BC, we've worked with organizations all over North American and beyond in various industries including nonprofits, universities & government organizations. For more information on working with a facilitator for your next strategy session: www.smestrategy.net/strategic-plann…ator-consultant