

Shannon Waller's Team Success
Shannon Waller
Shannon Waller, author of The Team Success Handbook, has been the entrepreneurial team expert at Strategic Coach® since 1995. Shannon Waller’s Team Success podcasts are a series of insights around teamwork and success that she’s gained from working with entrepreneurs.
Episodes
Mentioned books

Mar 27, 2025 • 19min
How To Bring Your Entrepreneur’s Ideas To Life
Is your entrepreneur overflowing with ideas but feeling frustrated that no one is listening? This episode reveals how you can step up as a vital sounding board, transforming those fleeting thoughts into actionable plans. Entrepreneurial team expert Shannon Waller explains how enhancing your listening skills makes you an invaluable asset to your entrepreneur. While you get to collaborate creatively with your entrepreneur, you’ll also usher in new solutions that drive growth for your company.
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Show Notes:
Be A Great Sounding Board
Volunteer to listen: When your entrepreneur shares an idea, express interest in scheduling time to learn more about it.
Capture ideas: Keep a running list of your entrepreneur’s ideas in something that you can access from your phone, like Trello or Asana, anytime a new idea comes up. Before the discussion, make a note about what intrigued you about the idea or what questions you immediately have.
Be present: Clear your mind and focus on the conversation. If you’re distracted, your entrepreneur will sense it and share less.
Listen generously: Use phrases like, “Tell me more” to invite deeper discussion. Lean in physically to show engagement.
Create a safe space: Make it comfortable for the entrepreneur to express their thoughts, even if they lead to a “bad idea.”
Capture the summary of main points: This is easy to do with Strategic Coach® tools, but even typing out the key points discussed afterwards takes the idea from the “make it up” stage closer to “make it real.”
Characteristics Of A Great Listener
Enthusiastic and curious: Show genuine interest in the ideas being shared.
Translates back: Reflect back what you hear using phrases such as, “It seems like … ” or “It sounds like … ”
Great interviewing skills: Ask questions about what intrigues you and what the context is—what the problem is that this idea solves. Or, repeat the last three words to confirm that you’re listening and encourage further expansion.
Add your viewpoint: Adding your own thoughts shows you’re listening and thinking about what is said.
Tools For Effective Conversations
Use Strategic Coach tools: Tools such as The Strategy Circle and Impact Filter can help guide discussions.
The Strategy Circle®: Identify goals, obstacles, and strategies.
The Impact Filter™: Discuss the purpose, importance, ideal outcome, and success criteria.
Certainty/Uncertainty Focus: Explore what is known and unknown about the idea to get more clarity about who should be doing what.
Approach With The Right Mindset
Be curious, not ego-driven: Focus on the entrepreneur’s ideas rather than seeking personal recognition.
Use your strengths: No matter your strengths, lean in to them to balance your entrepreneur’s strengths.
Enjoy the process: Embrace the creative act of ideation with your entrepreneur.
Be open: Keep an open mind to new ideas, but also be willing to let them go if they turn out to be not worth pursuing.
Final Thoughts
Transformational impact: Your role as a sounding board can lead to significant breakthroughs for the entrepreneur and the team.
Recognize your skills: You may already possess these listening skills. Acknowledge and enhance them for greater impact.
Make it real: Your engagement can help flesh out creative ideas by taking them out of the headspace and into the action space.
Resources:
Never Split The Difference by Chris Voss, CEO and founder of The Black Swan Group
The Strategy Circle: Your Life As A Strategy Circle by Dan Sullivan
The Impact Filter
Strategic Coach Ambition Series quarterly books
What is the Collaborative Way®?
CliftonStrengths®
Tools for capturing ideas on the go: Trello, Asana
Inside Strategic Coach podcast with Dan Sullivan and Shannon Waller
questions@strategiccoach.com

Mar 13, 2025 • 14min
Who’s Leading Your Leaders? How To Create A Culture Of Feedback And Growth
Are your team leaders still growing, or have they become too comfortable? In this episode, Shannon Waller discusses why leaders need to be led and how entrepreneurs can create environments where their leadership teams continue to grow, adapt, and welcome feedback. Learn how to avoid the trap of entropy and cultivate a team that embraces change and collaboration.
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Show Notes:
Entrepreneurs get their feedback from the marketplace, but your internal leaders may not get the same level of direct input, requiring intentional direction from you.
Great entrepreneurial leaders embrace The 4 C’s Formula®—Commitment, Courage, Capability, and Confidence—and continually repeat the cycle of growth.
It’s the responsibility of those in leadership positions to ensure their team leaders are continually growing, stretching, and expanding their areas of Unique Ability®.
Without guardrails and feedback, even the best leaders can go off course, which makes structured communication and open dialogue key.
While corporations tend to have established growth paths and feedback mechanisms, entrepreneurial companies often demand team members take a more proactive, self-directed approach.
Entropy, or the gradual decline into disorder, can take over if there’s no conscious effort to maintain uniqueness and encourage growth in your organization.
Resisting change is a warning sign of stagnation. Encourage your team to challenge the phrase, “We’ve always done it this way.”
Prioritize leading people over simply managing them; let technology handle inputs while you focus on providing direction and leadership to your team.
Create psychological safety for your leaders by encouraging open and honest communication so they feel comfortable sharing feedback and voicing concerns.
It’s also important that your leaders receive feedback not only from you, but also from their teams, so you can build a broader culture of trust.
If you want to cultivate Unique Ability® Teamwork, you have to put effort and energy into making it happen—encourage collaboration and welcome new ideas and input regardless of job descriptions.
Resources:
Unique Ability®
The 4 C’s Formula by Dan Sullivan
The Blind Watchmaker: Why the Evidence of Evolution Reveals a Universe Without Design by Richard Dawkins
EOS®

Feb 27, 2025 • 15min
The Freedom To Be Yourself Is A Strategic Advantage
Do you get the impression there are people on your team trying hard to prove themselves? In this podcast episode, teamwork specialist Shannon Waller discusses the critical importance of self-awareness and the freedom to be oneself within a team environment. Understanding your strengths and embracing your true self is not just for personal benefit; it serves as a strategic advantage for entrepreneurial teams.
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Show Notes:
The Problem With Proving Oneself
The idea of proving oneself seems positive, showing hard work and ambition, but it can often lead to focusing narrowly on self-evaluation instead of collaboration.
The self-focus can lead to “head trash” where people measure themselves against the ideal and end up in “The Gap,” where they’re constantly frustrated that they aren’t further ahead than where they are.
The Value Of Self-Awareness
Knowing one’s strengths and weaknesses is essential for effective teamwork.
This self-awareness allows greater appreciation for others’ complementary strengths, which can be combined to more efficiently complete collective goals.
Knowing your own weaknesses helps you stay away from committing to roles on projects you’re not best suited for, thereby preventing bottlenecks.
When people know what their strengths are, they’re free to be more creative within those areas.
Growing Great Leadership
In Dan Sullivan’s newest Ambition Series book, Growing Great Leadership, he explains how being a great leader includes demonstrating your own growth using The 4 C’s Formula®.
The 4 C’s Formula: Commitment to a scary new project means having to experience courage to try something new with many unknowns in order to gain new capabilities that give you greater confidence to tackle the next big commitment, renewing the cycle.
For a company to expand, each person, each team, and each capability needs to be constantly getting better through 4 C’s growth.
Profiles To Help You Know Yourself
Kolbe: How you take action.
PRINT®: Your motivations.
CliftonStrengths®: Your strengths and non-strengths.
DISC: Your personality and behavioral style.
Working Genius®: Where you thrive on team projects.
Growth Over Perfectionism
Perfectionists won’t try something unless they know they can nail it the first time.
Entrepreneurial companies need growth-minded people who are willing to take risks, try, and learn from both success and failure.
Strategic Advantage
“Success is the freedom to be yourself.” —Kathy Kolbe
People who have the freedom to be themselves are open-minded, curious about other people, trustworthy, collaborative, productive, creative, and successful.
When people don’t have to focus inwardly, trying to prove themselves, they’re free to be more strategic and focused on the best end results.
Resources:
The Gap And The Gain by Dan Sullivan with Dr. Benjamin Hardy
Growing Great Leadership by Dan Sullivan (coming soon)
The 4 C’s Formula by Dan Sullivan
Kolbe (Kolbe.com)
PRINT
CliftonStrengths
DISC: Personality Insights
Working Genius
Unique Ability®

Feb 13, 2025 • 51min
Finding Your Right-Hand: The Essential Guide To Number Two Leaders, with Alec Broadfoot
Do you understand the transformative power of hiring the right number two leader? In this episode, Shannon Waller and Alec Broadfoot discuss the essential qualities of an effective second-in-command and the critical role of a structured interview process in identifying top talent. Learn how assessments and strategic questioning can improve your hiring strategy and drive lasting success.
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Show Notes:
Understanding the role of a number two leader is crucial for entrepreneurial success.
Hiring the right second-in-command can significantly improve your business operations.
Most entrepreneurs face people problems, not process problems.
A number two leader should oversee daily operations, freeing up visionaries to focus on their areas of Unique Ability®.
The right number two leader will thrive on the challenges that visionaries find tedious.
Letting go of certain responsibilities can lead to increased joy and energy for visionary leaders, ultimately driving profit.
The Talent Impact Profile™ (TIP) is a valuable tool for identifying the right characteristics in a number two leader.
Building a strong partnership with your number two can transform both your business and personal life.
A structured interview process is essential for identifying the right number two leader.
Common mistakes in interviewing include relying solely on “gut” feelings instead of data-driven insights and ignoring cultural fit. Candidates need to align with your company’s values.
The best time to fire a poor performer is during the interview process.
The average interview predicts success about 14% of the time, but using an assessment tool can raise your success rate to upwards of 52%.
Once they’re hired, it’s crucial to provide the new leader with ongoing support and clear expectations to ensure they can thrive in their role.
Characteristics of a successful second-in-command:
Strategic thinking: The ability to think critically and plan effectively.
Planning and organization skills: A knack for creating and implementing processes.
People orientation: A focus on developing and nurturing team members.
Coaching ability: Enjoyment in holding others accountable and managing performance.
Strong communication skills: The capacity to convey information clearly and effectively.
Right fit: Compatibility with your company culture and values.
Resources:
Vision Spark
Hiring Your Right #2 Leader by Alec Broadfoot
Delegate Solutions
How The Best Get Better® by Dan Sullivan
Unique Ability®
Talent Impact Profile™
Kolbe A™ Index
The Team Success Handbook by Shannon Waller

Jan 30, 2025 • 11min
Be Partners: A New Standard For Teamwork
Discover the transformative power of partnerships in entrepreneurial teams. Learn how to cultivate a dream team by recognizing each member's Unique Ability® and aligning their strengths. Say goodbye to micromanagement and hello to fast, effective collaboration. Explore the role of honesty in assessing skills and the impact of Imposter Syndrome on personal growth. Embrace confidence and self-awareness as essential components of building a successful work environment with emotionally invested partners.

Jan 16, 2025 • 20min
The Power Of Documenting And Communicating Your Processes
Are your business processes slowing you down? In this episode, Shannon Waller reveals how to revamp and revitalize your workflows for better results. Learn the importance of documenting processes, assigning the right people to tasks, and setting clear expectations, and discover how small changes can lead to big improvements in efficiency and motivation.
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Show Notes:
The Importance Of Documenting Processes
Document and communicate processes clearly to eliminate bottlenecks and misunderstandings.
Regularly review and update processes to adapt to changes in technology, market, or team composition.
Tools And Visualization
Use a simple flowchart to visualize and optimize workflows.
Think of processes as a relay race, focusing on smooth handoffs between team members.
Process Improvement Strategies
Identify areas where processes are creating friction or frustration, and prioritize these for improvement.
Aim to make processes faster, easier, cheaper, and with a bigger impact through collaborative problem solving.
Be open to completely overhauling a process if it’s not delivering results or if team members are disengaged.
Team Alignment And Roles
Ensure the right people are in the right roles for each step of your processes, aligning with their Unique Ability®.
Be specific about timing expectations for each process step to maintain momentum and avoid delays.
Communication And Expectations
Clearly articulate expectations, including deliverables, quality standards, and deadlines.
Document successful processes and make them accessible to the team for future reference and training.
Real-World Application
Example: Shortening a 12-week process to three weeks by involving new team members and incorporating new technology.
Focus on creating win-win situations where team members enjoy their roles and processes are optimized.
Resources:
Unique Ability®
Kolbe A™ Index
Process Street
Process Suite
Leverage
Process! How Discipline And Consistency Will Set You And Your Business Free by Mike Paton and Lisa González
Playbook Builder

Dec 19, 2024 • 22min
The Hidden Cost Of Guilt In Leadership: How To Break Free And Thrive
Do you take the time to acknowledge your team’s contributions, or do you overlook their strengths? In this episode, Shannon Waller explores the transformative power of genuine praise in the workplace. Discover how effective recognition can improve team morale, fuel innovation, and drive overall success in your business.
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Show Notes:
Is guilt a necessary emotion, or is it just a societal construct that holds us back?
Entrepreneurs can get overwhelmed because they hold on to tasks they feel guilty about delegating.
Take notice of people who are isolating themselves: are they feeling remorse, regret, or shame?
Excessive or misplaced guilt leads to negative self-perception and stress without resulting in constructive change.
Is misplaced guilt preventing you from taking positive action and making progress?
To avoid situations that will lead to guilty feelings, stay away from commitments where you cannot easily deliver on what’s needed—in other words, stay within areas of your Unique Ability® and strengths.
Learning about herself through her Kolbe, PRINT®, and CliftonStrengths® profiles has directed Shannon toward areas that result in more productivity, more profitability, and creating more value.
Common triggers include failing to meet personal or professional expectations and neglecting personal well-being in favor of work commitments.
Cultural and societal factors contribute significantly to feelings of guilt, often rooted in childhood experiences.
Strategies To Overcome Or Avoid Guilt:
Reframe Your Mindset
Question your beliefs about guilt: Is it really true that you’re failing if you don’t respond immediately? Does what you’re feeling match the urgency of the situation?
Set Clear Boundaries
Establishing boundaries between work and personal life is crucial for maintaining mental health.
Free Days™ are essential for rejuvenation; without them, we risk burnout by constantly checking that nothing slips by at work.
Communicate Expectations
Clearly communicate your expectations with team members regarding response times to avoid causing unnecessary guilt.
Also be clear with your clients about not being available 24/7.
Have Confidence To Say No
When opportunities don’t align with your priorities, it’s okay to say no graciously.
Be Compassionate With Yourself
If you’re not making mistakes, you’re not taking risks and, therefore, not growing.
If you own a mistake, forgive yourself and ask forgiveness of others, then take steps to ensure you don’t make the same mistake again. You’re not failing; you’re learning.
Build A Supportive Network
Shame isolates people. A support network helps people grow.
Instead of criticizing the person, look to what the behavior was that didn’t work and solutions for improvement.
Let Go Of Control
You can be in charge, providing energy and electricity, but you don’t need to be in control of everything.
Great leaders aren’t perfect; they’re honest, provide direction, and don’t make people feel guilty when they’re not perfect.
Encourage the team to play offense, not defense so they won’t be made to feel shame, regret, and remorse.
Shannon’s recipe for no guilt: center yourself doing your best work with your best audience.
Resources:
Kolbe
PRINT
CliftonStrengths

Dec 5, 2024 • 23min
The Value Of Praise: How Acknowledgment Fuels Success
Exploring the transformative power of genuine praise, the discussion highlights how effective recognition can boost team morale and drive success. The importance of authenticity is emphasized—insincere praise can harm trust. Immediate and specific acknowledgment is key, as it reinforces positive behavior. The conversation also touches on recognizing individual strengths and the significance of understanding how team members prefer to receive praise, whether publicly or privately. These insights foster a collaborative and thriving work environment.

Nov 21, 2024 • 9min
Why “Busy” Is A Useless Word
Have you ever noticed that the word “busy” is often used as an excuse and stops further action and progress? In this episode, Shannon Waller tackles this word that’s all too common in our vocabularies, yet is significantly unproductive. Join Shannon on this productive rant to discover why we should eliminate this word from our conversations and how we can communicate more effectively about our time and priorities.
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Show Notes:
The Problem With “Busy”
Busy is a stop sign in conversations, offering no real information or specificity.
What “Busy” Really Means
When we say we’re busy, we’re often saying something isn’t a priority for us.
“Busy” As A Statement Of Overwhelm
Recognize busy for what it often is—a statement of feeling overwhelmed.
What is truly overwhelming us? Let’s address those specific issues.
The Cultural Implication Of “Busy”
Society often pressures us to appear busy as a badge of honor. But being busy doesn’t equate to being productive or profitable.
“A tightly scheduled entrepreneur cannot transform.” Dan Sullivan
“Busy” As An Excuse
Using busy as an excuse can lead to missed opportunities.
Saying we’re busy may be a less-than-transparent way of avoiding things we don’t want to do.
Strive for honesty and clarity in your commitments and desires.
Taking Action
1. Productive, Useful Relationships
When someone labels you as busy, engage in a curious and open conversation to explore why they perceive you that way. This can uncover assumptions and lead to a healthier relationship by understanding each other’s time and priorities.
2. Self-Coaching Through “Busy”
Feeling busy? Coach yourself through what’s really going on and what’s overwhelming you. Then, reprioritize your commitments to align with your true values, goals, or three crucial results.
3. Communicate Transparently
“That’s not a priority for me right now” is more authentic and constructive than “I’m busy.”
4. Build In Space To Connect
Even if you have an “energetic,” lily pad calendar with back-to-back meetings, you can also build in buffer time to reflect, decompress, offload, and check in with people.
We want to hear from you!
Has this conversation about busy struck a chord with you? Do you have strategies for communicating more effectively about your time and priorities? Share your thoughts and experiences with us at questions@strategiccoach.com.

Nov 7, 2024 • 14min
How To Transform Your Organization’s Success With The Unique Ability® Model
Are you leveraging your entrepreneurial company’s unique advantage? In this episode, Shannon Waller reveals how, by getting your team to focus on activities where they have both superior skill and passion, you can ensure your business is always growing, always innovating, and always multiplying its success—and eliminate boredom and stagnation for good.
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Show Notes:
Entrepreneurial companies have a distinct advantage over bureaucratic organizations because of their flexibility, innovative spirit, and capacity to cultivate a culture that prioritizes individual strengths and passions over conformity and rigid ways of thinking.
This culture is founded on the Unique Ability® model, which consists of four levels: incompetent, competent, excellent, and unique capabilities, with unique being the most impactful. Here’s what they mean:
Incompetent: These tasks are areas where team members struggle to achieve results, often leading to negative impacts. Entrepreneurial companies can minimize time spent on these activities, allowing them to concentrate on more productive endeavors.
Competent: While team members may perform adequately in these areas, they often only meet minimum standards. In bureaucratic settings, employees may feel compelled to remain in this zone due to comfort and familiarity, but this does not foster growth or innovation.
Excellent: At this level, team members demonstrate superior skills, leading to effective teamwork and often financial rewards. However, remaining in this zone for too long can result in stagnation, as people may become bored and less engaged.
Unique: This is where the true potential lies. Areas of Unique Ability combine superior skill with passion, resulting in high energy, motivation, and creativity. Entrepreneurial companies have the opportunity to help their teams focus on these abilities, which can lead to significant competitive advantages
If you want to maximize your company’s potential for success and innovation, strive to have at least 50% of your team’s time spent in their Unique Ability and the other 50% on excellent abilities.
It’s also important to eliminate tasks that fall under the “incompetent” category, as these activities cost your company money and limit productivity.
Procrastination on certain tasks is a sign of incompetence in that area, even if the person technically has the capability to do it.
To prevent team members from boredom and stagnation, move them away from merely competent tasks as quickly as possible.
Be aware of the “Excellence Trap,” where team members become too comfortable in their superior skills and resist moving toward their Unique Ability.
It’s essential for entrepreneurs to foster a company culture that encourages and rewards Unique Ability® Teamwork, as this is where the 10x multiplier effect occurs in terms of productivity and innovation.
To help shift your team members toward working in their areas of Unique Ability, it’s important to regularly engage in conversations with them about what they excel at and love doing.
Even minor incompetent tasks can consume significant mental energy. Freeing team members from these tasks is essential for maximizing productivity and creativity.
It’s important to create flexible systems and job descriptions that allow team members to focus on their excellent and unique capabilities, even if it means creating unconventional role structures.
Resources:
Unique Ability®
Book: Unique Ability® 2.0: Discovery by Catherine Nomura, Julia Waller, and Shannon Waller