Strategy and Leadership Podcast

Terry is an expert in board governance, policy governance, and nonprofit and association board training. With over 20 years of experience in the world of board governance, Terry is the go-to guy for board of director development in Western Canada. #BoardGovernance During our LIVE conversation from December 10th, Terry and I discussed: - The role & responsibilities of the Board of Directors - Best practices for common governance issues - How to go about creating long term change in 2021 - & much more! 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

Chris Ronzio is the founder and CEO of Trainual, an onboarding, training and knowledge management platform for small and growing businesses. His company replaces the traditional training manual, and gives companies the ability to tell their story and share their policies, history, culture, and vision. Chris has also founded several other businesses, and currently sits on the board of Design Pickle. On this episode of the Strategy & Leadership Podcast, Chris joins us to discuss the benefits of documentation, having a culture of openness, how he uses repeatability to support his people, and more. Here's a breakdown of the episode: - The benefit of having your company well documented - His 'ah hah' moments as a leader - How he uses repeatability to support his people - A culture of openness 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

Alison Van Rooy is a Senior Advisor to the President of Strategic Planning & Institutional Initiatives at Vancouver Island University (VIU), as well as a long-time policy planner for the Government of Canada. After working with the government for several years, she learned the strategic planning process is quite similar with other public sector institutions, so she decided to help Vancouver Island University with their brand new plan. On this episode of the Strategy & Leadership Podcast, Alison joins us to discuss the creation of VIU's strategic plan, how the strategic planning process is different during a pandemic, as well as how to make it enjoyable. Here's a breakdown of the episode: - What she's learned about strategic planning - Her strategic planning approach at VIU - How VIU did external stakeholder engagement - How VIU will role out and execute their strategic plan 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

Sarah Olivieri is a nonprofit expert and author, having held several positions as Executive Director, Program Manager and Board member for various nonprofit organizations. She's also had success in the for-profit world, having started her own marketing agency. Sarah created PivotGround in 2014 to teach other nonprofits how to run their businesses better. She created a framework that helps nonprofits become more organized, build effective teams, and make a bigger impact. We're excited to have Sarah join us on this episode of the Strategy & Leadership Podcast to talk fundraising, advice for Executive Directors, and much more. 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

Greg Edwards is the CEO of CryptoStopper, a global cybersecurity firm dedicated to protecting businesses from harmful ransomware attacks. Greg started as an entrepreneur in 1998 at the age of 24, creating a networking consulting business that he still owns to this today. He then went on to start two other companies, one of which was sold to a publicly traded firm. On this episode of the Strategy & Leadership Podcast, Greg joins us to share his deep background in technology, his learning experiences from being a CEO and President, and more. Here's a full breakdown of the episode: - Key learnings from being a CEO & President - How his team remains collaborative while working remote - His approach to hiring & vacation time - Learning from mistakes - About Cryptostopper 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

Jason Richmond is the founder of Ideal Outcomes and the author of Culture Spark: 5 Steps to Ignite and Sustain Organizational Growth. He's dedicated the last 20+ years to helping organizations of all sizes with developing both individual skills and culture, earning himself a membership with the Forbes Business Council. His book, Culture Spark, emerged from his years of experience plus his love for travel and experiencing different cultures firsthand. After interviewing executives and leaders from different industries around the world, the book is full of resources to help solve any business problem with a culture flare. On this episode, Jason joins the podcast to discuss: - The beginning of his process vs. the end - The defining moment of his professional career - Supporting individual performance management - What he sees for the future - His advice for young leaders 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

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

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

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

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