

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 Strategy
We facilitate strategic planning offsite meetings and support the accountability of the plans and the leadership teams who lead them.
Learn more at: https://www.smestrategy.net
Connect with the host, Anthony C Taylor
https://www.linkedin.com/in/anthonyctaylor604/
Be sure to subscribe and tell us what you’re taking away from each episode.
About SME Strategy
We facilitate strategic planning offsite meetings and support the accountability of the plans and the leadership teams who lead them.
Learn more at: https://www.smestrategy.net
Connect with the host, Anthony C Taylor
https://www.linkedin.com/in/anthonyctaylor604/
Episodes
Mentioned books

Nov 26, 2020 • 50min
The Future of Higher Education - with Dr. Joseph Sallustio Ep#81
Dr. Joe Sallustio is the Executive Vice President & Chief Operating Officer of Claremont Lincoln University, a school offering socially conscious graduate degrees. With almost 20 years in education and being named as part of the Higher Education Team of the Year in 2019, Joe brings relevant experience from an industry undergoing major change to the show.
On this episode, Joe joins us to discuss:
- The strategy that helped him grow from 10 to 300 students
- Higher education as a business
- Getting buy-in and alignment from teachers & administrators
- Looking forward to the future of education
- The impact of online badges and certifications
Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): www.smestrategy.net/strategic-plann…ng-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► www.smestrategy.net/
Blog ► www.smestrategy.net/blog
Strategy & Leadership Podcast ►www.smestrategy.net/podcast
Alignment Book ► www.smestrategy.net/alignment-book
Contact ►www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► www.facebook.com/Smestrategy/
LinkedIn ► www.linkedin.com/company/2866558
Instagram ► www.instagram.com/anthonyctaylor/
Twitter ►twitter.com/smeinsights
// 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. #StrategicPlanningProcess #StrategyDevelopment

Nov 16, 2020 • 29min
Why You Need to Integrate Marketing with Your Overall Strategy - Interview w/ JP Clement Ep#80
JP Clement is the CEO of boomtime, a word of mouth marketing agency that believes great marketing is all about data. JP was born in France and went to grad school on the American east coast before starting his journey in marketing. Along the way, he's gained experience in every area of marketing, having started in packed goods before moving to direct marketing, and eventually digital, where he's stayed ever since.
On this episode of the Strategy & Leadership Podcast, JP brings his vast range of marketing experience with him to discuss the importance of integration, the consequences of silos, advice for marketers trying to elevate their game, and what he's excited about in the marketing world.
Here's a break down of the episode:
- On integrating marketing into every function of your business
- The consequences of siloed business functions
- Importance of the vision & mission
- What he's looking forward to
- Advice for marketers trying to elevate their game
- & more
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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. #StrategicPlanningProcess #StrategyDevelopment

Nov 2, 2020 • 33min
What You Know About Culture Transformation is Wrong - Interview w/ David White Jr., PhD Ep#79
David White Jr. has his PhD in cognitive anthropology and is the author of Disrupting Corporate Culture: How Cognitive Science Alters Accepted Beliefs About Culture and Culture Change and its Impact on Leaders and Change Agents.
Having spent much of his career as Microsoft's Director of People & Organizational Capacity, where he was the co-founder and architect of their integrated talent management and career development system, he's now Partner and co-founder of Ontos Global.
In his work, David specializes in planning and implementing large scale organizational transformations, as well as developing adaptive leaders to do the same.
Here's a breakdown of our conversation:
- The experience of being dropped into something new
- His approach to transformation
- Misconceptions about culture
- Advice for leaders trying to transform an organization
- What stops transformation in its tracks
- About his book, Disrupting Corporate Culture
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Oct 26, 2020 • 36min
Create Real Change in a Rapidly Changing World - Interview with Victoria Pelletier Ep#78
Victoria Pelletier is a VP and Senior Partner of North American Talent and Transformation at IBM. Having started her journey very young as a 24-year old executive, she's spent her entire career working in business-to-business services at various consulting and technology companies. Along the way, she's built, bought, and invested in companies, became a published author, and started a speaking career.
On this episode of the Strategy & Leadership Podcast, we're excited to have Victoria join us to discuss her Talent and Transformation role at IBM, how to create change and urgency, how to develop a diversity and inclusion strategy, and the future of HR.
Here's a breakdown of the episode:
- Her role at IBM
- Rapid change happening right now
- How to create real change
- Developing a diversity & inclusion strategy
- The future of HR
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Oct 20, 2020 • 36min
Grow Like a Pro - Interview with Andy Goldstrom Ep#77
Andy Goldstrom is a business strategist, growth expert, and two-time Inc. 500 business owner. Andy started his real estate company in the early 90's, where he won the business of Delta, Boeing and others while competing against larger, more experienced firms. After being bought by Johnson Controls in 2005, Andy moved on to become President of a national recycling company, where it would take him only two years to become another Inc. 500 company. Finally, Andy joined Deutsche Bank as a Global Director before starting his own firm, Midcourse Advisors, which helps organizations identify and execute on opportunities for growth.
Andy joins us on this episode of the Strategy & Leadership Podcast to discuss:
- Advice for leaders trying to adapt
- Why it's easier to start a business now
- Biases that arise during uncertainty
- On becoming 'exit ready'
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Oct 15, 2020 • 54min
Think Like Amazon - Interview with John Rossman Ep#76
John Rossman is the former Amazon Director of Enterprise Services who launched the Amazon Marketplace, the author of Think Like Amazon, an advisor to multiple companies including T-Mobile, and a member of various Boards of Advisors.
With an impressive background of launching and scaling the Amazon Marketplace business and running the Enterprise Services business for Amazon, we're quite excited to welcome John as our very first live podcast guest.
In our conversation, John will share some of his most important lessons and learnings from his time as an Amazon Executive, as well as his book, Think Like Amazon.
Here are somethings to look forward to in our conversation next week:
- How to strategize like Jeff Bezos
- How to make better and faster decisions
- How to create a culture of innovation & accountability
- & much more!
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Oct 8, 2020 • 41min
What I’ve Learned from 10 Years of Strategic Planning - Anthony Taylor Solo Ep#75
For this very special 75th episode on the Strategy & Leadership Podcast, we have no guests. Instead, our Managing Partner and lead facilitator Anthony Taylor will share some of his most important lessons from his past ten years of experience, as well as a glimpse into the future for both himself and SME Strategy.
Anthony has been facilitating strategic planning sessions and helping organizations of different sizes from various industries and countries reach their One Destination for just about 10 years now. He's seen just about every problem and challenge that leadership teams experience, and he's ready to share that with you.
Here's a breakdown of the episode:
- Anthony's background
- The plan is only a small part
- On actually executing your strategy
- Getting people where they want to go
- The future of SME Strategy
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Oct 2, 2020 • 32min
How to Truly Understand the Customer at the Deepest Level - Interview with Gunny Scarfo Ep#74
"Most mediocre insight you see in business comes not from bad researchers or faulty techniques.. the question itself was destined to lead to mediocrity".
Gunny Scarfo is the co-founder of Nonfiction Research, a market research firm that is dedicated to uncovering and understanding the uncensored lives of customers, and the information they wouldn't even mention to their friends. Gunny has also held multiple Head of Strategy positions, including one at Carrot Creative, a social media agency acquired by Vice Media in 2014.
On this episode of the Strategy & Leadership Podcast, Gunny hones in on how to truly understand the hidden desires our customers hold, as well as the symbolic relationships they have with our products and services.
Here are the topic covered in the episode:
- Why you need to have a 'burning question'
- An underused tactic to learn about your customers
- A skill that's necessary to understand your customers
- What you know about your customers is probably wrong
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Sep 21, 2020 • 29min
How to Drive Change using Custom Communication - Interview with Keith Kitani Ep#73
Keith Kitani is a two-time entrepreneur who built and sold his first business to Adobe. Now, he's the founder and CEO of GuideSpark, a leader in change communication that drives change and results by re-focusing the hearts of minds of employees.
Most business leaders are comfortable creating strategies, along with programs to carry out those strategies. However, it is the employees of an organization that make those strategies happen. Keith believes that communication is the way to drive change, bridge that last mile, and see your strategy implemented.
On this episode of the Strategy & Leadership Podcast, Keith shares his take on driving change by taking a marketing approach to internal communication, how to track the effectiveness of communication, his biggest challenge as a leader and more.
Here's what we talked about:
- Using a marketing approach to internal communication
- How to track effective communication (and how not to)
- On fighting for attention
- His biggest challenge right now as a leader
- About his company, GuideSpark
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation

Sep 10, 2020 • 30min
Why NOW is the time to Niche Down & Re-connect with Your Customers - Interview with Bill Bice Ep#72
"The worst thing to do is to go dark"
Bill Bice is the Executive Chairman of Boomtime Word of Mouth Marketing and the Co-CEO of nQ Zebraworks. Having started or invested in over 25 different businesses over the course of his career, Bill brings some valuable marketing and business-building experience to the Strategy & Leadership Podcast.
On this episode, Bill breaks down his approach to building businesses, understanding & re-connecting with customers, the impact of marketing and much more.
Here's what to look for in this episode:
- Bill's niche approach to building businesses and marketing
- Focusing on your team vs. customers
- His secret to success
- Advice for responding to a crisis
- Two marketing mistakes most companies make
Get our FREE Strategic Planning Workbook template here: https://www.smestrategy.net/strategic-planning-process-template-workbook
Enroll in our strategic planning course to learn our process for creating a strategic plan successfully (without hiring anyone): https://www.smestrategy.net/strategic-planning-steps-course
Are you looking for someone to facilitate your strategic planning process? Book a complimentary consultation to learn more about our approach:
https://www.smestrategy.net/contact
Want a software to track & monitor your strategic plan? Get a free trial for Cascade Strategy: https://go.executestrategy.net/trial?fpr=smestrategy
// WEBSITE & RESOURCES:
Website ► https://www.smestrategy.net/
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact ►https://www.smestrategy.net/contact
// FOLLOW US ON SOCIAL MEDIA:
Facebook ► https://www.facebook.com/Smestrategy/
LinkedIn ► https://www.linkedin.com/company/2866558
Instagram ► https://www.instagram.com/anthonyctaylor/
Twitter ►https://twitter.com/smeinsights
// 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.
To learn more about working with a facilitator: https://www.smestrategy.net/strategic-plan-creation