

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

7 snips
Mar 17, 2025 • 21min
OKRs & Performance Culture: Interview with Ben Lamorte of OKRS.com
Ben Lamorte, an OKR expert with 15 years of experience, dives into the world of Objectives and Key Results. He emphasizes how to avoid the trap of treating OKRs like mere to-do lists, advocating for measurable goals instead. Ben discusses the critical role of understanding the 'why' behind objectives and how to shift from compliance to a performance-driven culture. He shares valuable tips for communicating goals and highlights the importance of adaptability and frequent strategic reviews to ensure continuous improvement and alignment.

Mar 11, 2025 • 21min
Conflict As An Opportunity: A Conversation with Dana Caspersen on Conflict Management In The Workplace
In this episode we are joined by Dana Caspersen, TedX speaker and author of "Conflict is an Opportunity," who reveals how to:
Shift from blame to collaborative solutions.
Cultivate curiosity and active listening.
Make requests, not demands, for buy-in.
Avoid the high cost of conflict avoidance.
Build strategic capacity through conscious decision-making.
Key Takeaways
Conflict is often viewed negatively, but it can be a creative space.
Curiosity is essential for navigating conflict effectively.
Trust can develop through open and honest communication.
Avoiding conflict leads to a loss of information and relationships.
Leaders should focus on the situation, not the person, in conflict.
Expressing needs without blame fosters better communication.
Understanding different perspectives is crucial in conflict resolution.
Conflict can reveal important information that may otherwise be overlooked.
Engaging in conflict can lead to more conscious decision-making.
Building power together in conflict can lead to better outcomes.
Chapters
00:00 The Dance of Conflict: An Introduction
10:01 Understanding Conflict as an Opportunity
20:05 Navigating Power Dynamics in Conflict
// Connect with us:
► Contact us: https://www.smestrategy.net/contact
► Connect with Anthony on LinkedIn: https://www.linkedin.com/in/anthonyctaylor604/
// 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.
► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator

6 snips
Mar 4, 2025 • 18min
The Power Of The Chief of Staff Role: Interview with Maggie Olson of Nova Chief of Staff
Maggie Olson, former Chief of Staff at T-Mobile and founder of Nova Chief of Staff, shares her insights on the vital role of Chiefs of Staff in organizations. She emphasizes that this strategic role goes far beyond administrative tasks, acting as a crucial partner to leaders. Maggie discusses the importance of networking and acquiring experience in customer service and special projects. She also highlights how understanding organizational needs and timing is key when considering hiring for this role, positioning the Chief of Staff as a secret weapon for success.

Feb 26, 2025 • 18min
Growth Strategy in Volatile Times: Interview with Rebecca Homkes
In this episode, Rebecca Homkes, author of "Survive, Reset, Thrive," discusses practical strategies for building a growth strategy in volatile times with host Anthony C. Taylor. The discussion explores proactive survival strategies, the "loop mentality" in strategic planning, building competitive advantages, and the significance of acting on beliefs rather than waiting for facts. Plus, we touch on developing talent for long-term resilience in a rapidly changing environment. Learn how to create a sustainable growth strategy in volatile times in this episode of the SME Strategy Podcast.
Key Takeaways
Must embrace uncertainty as a growth opportunity.
The reset phase is crucial for thriving post-crisis.
Loop thinking allows for continuous strategy cycles.
Proactive survival means preparing before shocks occur.
Competitive advantages are eroding faster than ever.
Acting on beliefs can lead to better strategic decisions.
Organizations should focus on building loyalty with customers.
Talent development is essential for long-term growth.
Strategic plans should be living documents that adapt.
Growth requires a commitment from leadership.
Chapters
00:00 Introduction to Survive, Reset, Thrive
02:55 Navigating Uncertainty in Leadership
05:51 The Importance of Loop Thinking
08:49 Building Competitive Advantage
12:11 Kickers and Killers: Strategic Planning Insights
14:58 Developing Talent for Growth
16:55 Conclusion and Call to Action
// Connect with us:
► Contact us: https://www.smestrategy.net/contact
► Connect with Anthony on LinkedIn: / anthonyctaylor604
// 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.
► Work with us: Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic...

Feb 18, 2025 • 29min
The Art of Innovation: Lessons from Microsoft -JoAnn Garbin
JoAnn Garbin, author of the Insider's Guide to Innovation at Microsoft. She explores the concept of regenerative data centers, the creative journey of innovation, the importance of diverse perspectives, and the challenges faced in the innovation process. Joanne shares her personal experiences, including her battle with cancer and how it has shaped her approach to innovation and leadership. The discussion emphasizes the need for a holistic view of innovation beyond technology, focusing on community engagement and sustainable practices.
takeaways
Regenerative data centers aim to create positive feedback loops with their environment.
Innovation requires a diverse range of perspectives and collaboration.
Identifying pain points and opportunities is crucial in the innovation process.
Synthesis is a key component of successful innovation.
Life experiences can profoundly shape one's approach to leadership and innovation.
Engaging with the community can transform perceptions of infrastructure projects.
Incremental improvements are not enough; sometimes a complete refactor is necessary.
Bad innovation often stems from a lack of understanding of the target audience.
The journey of innovation is complex and requires both hard and soft skills.
Personal challenges can lead to a renewed focus on what truly matters.
Chapters
00:00 Introduction to C-Suite Conversations
01:19 Understanding Regenerative Data Centers
03:37 The Creative Journey of Innovation
09:43 The Importance of Diverse Perspectives in Innovation
11:34 Identifying Bad Innovation Practices
14:36 Navigating Challenges in Innovation
19:35 Personal Experiences Shaping Innovation Perspectives
25:56 Connecting with the Audience and Future Endeavors

Feb 12, 2025 • 19min
Nicholas Lalla, founder of Tulsa Innovation Labs
In this episode of C-suite Conversations, host Anthony Taylor speaks with Nicholas Lalla, founder of Tulsa Innovation Labs. They discuss the journey of establishing an innovation economy in Tulsa, Oklahoma, the importance of strategic focus and stakeholder engagement, and the challenges of change management in urban development. Nicholas emphasizes the need for cities to find their unique strengths and not simply emulate larger tech hubs like New York or San Francisco. The conversation highlights the potential for mid-sized cities to thrive by leveraging their assets and fostering inclusive growth.
00:00 Introduction to Tulsa Innovation Labs
02:46 Building an Innovation Economy
06:06 Strategic Focus and Stakeholder Engagement
08:50 Change Management in Urban Development
11:50 Decentralizing the Innovation Economy
14:47 Final Thoughts and Future Directions
For more on Tulsa Innovation Labs visit: https://www.tulsainnovationlabs.com/
For more on SME Strategy visit: https://www.smestrategy.net/

Dec 17, 2024 • 26min
The DNA of Organizational Success: Lean Insights from the Flow Consortium
The Strategy and Leadership podcast, host Anthony Taylor welcomes Nigel Thurlow, CEO of the Flow Consortium, to delve into the nuances of lean thinking and continuous improvement. Nigel shares his extensive experience from Toyota and beyond, offering insights into how Lean principles can apply to various organizational contexts, emphasizing the significance of behavior alongside methodology and tools. This episode is packed with thought-provoking discussions on cultural transformation, the role of human factors, and how organizations can effectively harness their workforce to achieve long-term success.
Nigel explores the concept of viewing organizations as complex adaptive systems and discusses why prescriptive methodologies often fall short in such environments. He emphasizes the importance of human behaviors and culture in achieving continuous improvement, drawing from his collaborations with complexity thinking experts. Listeners will learn about the practical application of lean methodologies beyond manufacturing environments, discover the importance of root cause analysis, and gain insights into how organizations like McKinsey are shifting their focus toward unlocking human potential. Nigel also discusses practical strategies for leaders to engage employees in continuous improvement and empower teams to make impactful decisions.
Key Takeaways:
Lean thinking transcends manufacturing and can be applied to any area with non-value-added activities, focusing on eliminating waste and enhancing processes.
Organizations must adapt to complex systems by shifting from prescriptive methodologies to emphasizing human factors and team dynamics.
Effective leadership involves empowering teams to address problems and contribute to cultural transformation by creating a psychologically safe environment.
Root cause analysis should identify not only the point of occurrence but also the point of cause to effectively address underlying issues.
The Strategy and Leadership podcast is hosted by SME Strategy Consulting.
Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
https://www.smestrategy.net/en/strategic-planning-facilitator

Dec 4, 2024 • 28min
The 5-Year Exit Strategy: How to Maximize Your Company's Value
Cindy Anderson, CEO of Think Strategy and a CPA with a rich background in public accounting and CFO roles, shares her expertise on business transitions. She emphasizes the necessity of creating a five-year exit strategy to maximize company value. Cindy discusses the intricacies of ESOPs and the importance of leadership readiness. Drawing from her own experience selling her CPA firm, she highlights proactive planning, understanding personal motivations, and the significance of team development. Listeners will gain valuable insights into strategic planning for successful business exits.

Nov 26, 2024 • 25min
The Wild West of AI, IP, and the Future of Innovation with Thomas Dunlap
Thomas Dunlap is the managing partner at Dunlap Bennett & Ludwig, an established law firm with around 80 lawyers. His extensive expertise lies in intellectual property law, supported by a diverse professional background as a former CEO of a biotech company, and an army officer with military training. He shares his knowledge by teaching an class on intellectual property for engineers and scientists at Lafayette College.
Episode Summary:
With a distinguished background in law, business, and the military, Thomas shares fascinating insights into the intersection of artificial intelligence (AI) and intellectual property (IP), particularly the challenges and opportunities they present. As the discussion delves into the transformative landscape of AI, Taylor and Dunlap consider how businesses can strategically leverage AI technology without compromising their intellectual assets.
Throughout the conversation, Dunlap highlights the "Wild West" nature of AI and its implications for IP protection. He shares valuable perspectives on how AI technologies are reshaping industries, urging companies to adapt and integrate these tools to stay competitive. Dunlap also sheds light on his law firm's innovative management structure, emphasizing the importance of hiring professionals, even non-lawyers, to efficiently manage non-core activities like HR and marketing. His unique approach showcases how legal practices can break traditional barriers and foster a progressive work environment focused on specialization and efficiency.
Key Takeaways:
AI & IP Law: The intersection of AI and intellectual property law poses complex challenges, with the need to clearly define ownership of AI-generated content.
Innovation in Management: Employing non-lawyer professionals for peripheral tasks enhances efficiency and allows specialized professionals to focus on their core strengths.
Adoption of AI Tools: Companies not using AI risk falling behind, as AI is an invaluable tool for creative and operational enhancement in businesses.
Educational Integration: Encouraging future scientists and engineers to utilize AI responsibly can lead to innovative developments and solutions.
Leadership Practices: Building a successful organization involves aligning management practices with core strengths and creating a culture centered around trust and efficiency.
The Strategy and Leadership podcast is hosted by SME Strategy Consulting.
Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.

Nov 21, 2024 • 25min
Thriving Leadership: Insights from Renee Moorefield, PhD
About the Guest(s):
Renee Moorfield, PhD
Renee Moorfield is the CEO of WisdomWorks Group, a company committed to making thriving a standard of success within organizations. Over her 30-year career, Renee has worked closely with well-known brands such as Coca-Cola, Nike, and AT&T, providing leadership development and cultural transformation insights. She combines scientific research on thriving with practical strategies for leadership to foster environments where individuals and organizations can flourish.
Episode Summary:
In this enlightening episode of the Strategy and Leadership Podcast, host Anthony Taylor converses with Renee Moorfield, PhD, the CEO of WisdomWorks Group, about the science of thriving leadership. Drawing from three decades of experience and working with industry giants, Renee shares her thought-provoking insights and frameworks that focus on creating thriving work environments. Her passion for promoting well-being, resilience, and effective leadership is evident throughout the conversation.
The discussion dives deep into the differentiating factors between leadership and management, emphasizing the importance of utilizing strategic plans to cultivate successful teams within complex dynamic systems. Renee highlights the significance of nurturing thriving leadership backed by science, rather than relying solely on motivational tactics. Listeners will discover the impact of self-care, resilience, and creating supportive work environments for personal and organizational achievement. Renee underlines that thriving should be considered a standard measure of success in today’s businesses.
Key Takeaways:
Thriving is an innate capacity within all humans, yet individuals often delay focusing on it. Leaders should integrate personal thriving into daily life to contribute positively to their teams.
A thriving culture in organizations doesn’t just mean wellness programming but creating environments where employees can flourish and realize their potential.
Middle managers play a crucial role in cushioning their teams from less supportive corporate structures, making their own self-care and understanding of thriving essential.
Leadership is about cultivating environments and focusing on relationships before business to support each team member's growth and effectiveness.
Simple reflective practices, when embedded into leadership, can lead to significant changes in work dynamics and individual well-being.
Notable Quotes:
"Your capacity to thrive is innate to you as a human being. You're biologically hardwired to do these things."
"One of the groups we kind of worry about the most is middle managers because they're the ones buffering from so many directions."
"Personal reflection is what’s called psychoactive. It already starts to shift how you see how you're designing your life."
"At the end of the day, of course, results matter, but the way we get there is through healthy relationships."
"The role of a leader is to steward environments where all people can thrive."
Resources:
Website: wisdom-works.com
LinkedIn: Renee Moorfield
Renee Moorfield’s perspectives provide a fresh lens on leadership and thriving. To explore more profound insights shared in this discussion, listen to the full episode and stay tuned for more empowering content from the Strategy and Leadership Podcast.
The Strategy and Leadership podcast is hosted by SME Strategy Consulting.
Connect with them when you are looking for a strategic planning facilitator for your next strategy offsite.
https://www.smestrategy.net/en/strategic-planning-facilitator
Want to learn how to facilitate your own strategic planning process? Enroll in the Aligned Strategy Course: https://courses.smestrategy.net/courses/Aligned-strategy-course
Connect with the host Anthony Taylor on LinkedIn.
https://www.linkedin.com/in/anthonyctaylor604/


