

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

Oct 24, 2024 • 1h 4min
Superpowered: Dismantling The Myths Of Hiring Assistants, with Steven Neuner and Ryan Cassin
Are you overwhelmed by the daily grind, in a state of “suck,” with an overflowing inbox, double bookings, and a constant feeling of putting out fires? Ever thought about hiring an assistant but not convinced it’s worth the money, time, and effort to bring one on board?
In this episode of Team Success, host Shannon Waller sits down with Steven Neuner and Ryan Cassin, her co-authors of Superpowered: The Secret That Helps Every Entrepreneur Eliminate the Suck, 10x Their Impact, and Have More Fun in Work and Life. Shannon, Steven, and Ryan will shift your mindset about hiring an assistant so you can step out of the chaos and settle on nothing less than 10x growth and freedom.
Download Episode Transcript
Resources:
Buy Superpowered: The Secret That Helps Every Entrepreneur Eliminate the Suck, 10x Their Impact, and Have More Fun in Work and Life by Shannon Waller, Steven Neuner, Ryan Cassin
Sign up for the free Superpowered resources
Visit Ryan and Steven at superpowershq.com
Strategic Coach
Show Notes:
Constant State Of Suck
Many entrepreneurs can end up in a “constant state of fire drill” before they decide to hire an assistant.
The setup for failure: “Most entrepreneurs show up in the worst possible, least collaborative, lowest energy state to go make one of the most important, most influential, most meaningful hires they’re going to make in their business.” —Steven Neuner
Mindset Shifts Required Before Hiring
Steven coaches desperate entrepreneurs to shift their mindset to see hiring as an investment of time rather than an investment of money.
Investing time to grow the relationship with a new assistant pays exponentially higher dividends down the road in both your business and personal life.
Another important mindset shift is being courageous and vulnerable enough to let someone else see the backstage of your business.
Entrepreneurial Executive Assistant
This role requires the assistant to delegate and manage up, rather than the other way around.
The assistant’s Unique Ability® frees you to stay in your own Unique Ability lane.
Entrepreneurs must think of their assistant as a partner on their growth journey, one in which the assistant will also be growing professionally and personally.
Entrepreneurial assistants, like entrepreneurs, don’t like getting bored; they will want to lead, take initiative, and be creative in areas outside of your Unique Ability.
The Secret
Many people think of an assistant as someone to whom they can delegate stuff they don’t want to do.
The “secret” is that your assistant can be your all-around support partner who can give you superpowers and help you expand what you think is possible.
The Superpowered Scale
Resignation
Desperation
Frustration
Delegation
Superpowered
Impact On Entrepreneur Support Partners
Leveraged support partners find opportunities to respond to challenges, grow, and achieve fulfillment in parallel with their entrepreneur.
Many support partners grow into new responsibilities, new roles, and new connections in the organization.
With so much core institutional knowledge, they can also become coaches and trainers for new hires.
Onboarding Process For Support Partners
First 30 Days: Know You
Second 30 Days: Understand You
Third 30 Days: Anticipate You
Don’t Settle For Faux Freedom
Becoming Superpowered means going beyond the standard level of support to exploring a whole other dimension where 10x growth and freedom are possible.
Read Superpowered: The Secret That Helps Every Entrepreneur Eliminate the Suck, 10x Their Impact, and Have More Fun in Work and Life for practical strategies on leveraging all the capabilities of an entrepreneurial executive assistant so you can expand your own freedoms.

Oct 17, 2024 • 11min
Hiring For Entrepreneurial Success: Avoiding The Corporate Mindset Trap
Discover the hidden dangers of hiring corporate talent in entrepreneurial environments. Learn to spot candidates who embody true entrepreneurial spirit while avoiding the traps of status and hierarchy. Explore the importance of prioritizing contribution over corporate titles during interviews. Find out why unique attributes and personal entrepreneurial experiences often lead to better team fit. Plus, understand how former corporate employees can thrive when given the freedom and innovation opportunities an entrepreneurial setting provides.

Oct 3, 2024 • 24min
The Power Of Openness: How Transparency Drives Team Success
Explore the vital role of transparency in leadership and how it fosters team trust. Discover practical strategies that encourage open communication and create psychological safety. Learn why authenticity is key to boosting innovation and how being honest about limitations can enhance collaboration. Delve into the significance of sharing insights and providing context behind decisions. This insightful discussion highlights the transformation teams undergo when they feel safe to voice their ideas and take risks.

10 snips
Sep 23, 2024 • 1h 22min
The Future Of Sales, with Steve Heroux
Steve Heroux, a sales coaching expert with a focus on Sales DNA profiles, shares insights on redefining sales culture. He tackles the negative perceptions surrounding salespeople and emphasizes the need for ethical selling. Steve introduces the Sales DNA assessment tool, underscoring its role in tailoring coaching strategies. He champions the importance of hiring value-aligned sales talent and nurturing genuine client relationships. With fresh strategies and focuses on trust, he envisions a more authentic and effective approach to sales.

Sep 5, 2024 • 1h 11min
From Conflict To Courage, with Marlene Chism
In this episode of Team Success, host Shannon Waller is thrilled to talk with special guest Marlene Chism, an expert on workplace drama and how to handle it effectively. Their long discussion is full of great communication and listening strategies to help you have that difficult discussion you’ve been avoiding. Shannon highly recommends all senior leaders read Marlene’s latest book, From Conflict to Courage: How to Stop Avoiding and Start Leading, for more practical wisdom on managing conflict at work. Listen now to find out the three words that heal any conflict.
Download Episode Transcript
Show Notes:
The Karpman Drama Triangle consists of three roles:
Victim: Feels powerless and blames others.
Persecutor: Lashes out and is hard to get along with.
Rescuer: Tries to fix everything for others.
Denial: Added by Marlene in the center for Avoiders who say, “I don’t do drama.”
People aren’t just one thing; they cycle through each regularly.
Getting out of the drama triangle means becoming a Creator.
Regulation Before Resolution:
Regulating your emotions before approaching conflict allows you greater clarity, empathy, and a solution-oriented mindset.
Emotional Awareness And Emotional Integrity:
Accept that you have negative feelings.
Represent yourself and your own feelings, not anyone else’s.
Responsible Language:
Ask questions.
Speak to the vision.
Focus on the outcome you want.
Avoid generalization, blame, resentment, lack of choice, and justification.
Radical Listening:
Acknowledge the other person’s feelings: “It sounds like … ”
Similar to Chris Voss’s “Tactical Empathy.”
Similar to the Collaborative Way’s “Generous Listening.”
Avoid trying to come up with a solution.
Avoid telling a related story about yourself.
Notice your own emotions without expressing them.
“Don’t argue with other people’s feelings.” —Shannon Waller
The Inner Game: External conflict starts when there is internal conflict.
“Drama: the obstacle to peace or prosperity.” —Marlene Chism
Work on your own clarity first because “the one with clarity navigates the ship, and everyone else shovels coal.”
Be self-aware without being self-obsessed.
Fulcrum Point Of Change: Nothing happens until you are willing to release your resistance to change.
The “story” in your head about what is happening is the source of your suffering, not the other person, not the situation.
Three-part approach for leaders:
Establish a foundation: Examine what’s happening that shouldn’t happen to go into conversation with intention.
Achieve leadership and employee clarity: Have the conversation and come to an agreement.
Maintain accountability: Follow up two weeks after conversation.
Specific strategies for difficult conversations:
State intentions up front to reduce anxiety and defensiveness.
Keep the discussion focused on constructive outcomes.
Focus on the opposite of the issue to create a positive intention.
Address observed behaviors and their impact rather than making accusations or generalizations about a person’s character.
Use company values and vision to guide the intentions.
Share the “story” you’re telling yourself about the situation.
Say, “Walk me through what your perspective is.”
Ask, “What do you want?” and “Would you be willing … ?”
When you get denial or defensiveness: “That may be, but here’s what I need.”
Three common responses to conflict are the 3 A’s: Aggression, Avoidance, and Appeasing.
Resistance is almost always based on the need to be right.
Three magic words that will heal any conflict: “You were right.”
The “LABOR” principles for difficult conversations:
L
Ask for what you want.
set B
Own your stuff.
Represent yourself.
Major organizational problems can often be traced back to conversations that should have happened but didn’t.
Strategic Coach® Tools For Clarity:
Use The Impact Filter™ to get your thoughts down on paper, get some emotional distance from them, and get really clear about purpose, ideal outcomes, success criteria, and so on before jumping into difficult discussions.
Dan Sullivan’s tool for new hires, the 4 x 4 Casting Tool™, is included in the upcoming Ambition Series book, Casting Not Hiring, out in October 2024.
This tool lets new hires know exactly what results and behaviors are expected from them, how they can exceed expectations, and what is unacceptable.
“The problem is never the problem. The problem is that you don’t know how to think about the problem.”—Dan Sullivan
Resources:
From Conflict to Courage: How to Stop Avoiding and Start Leading by Marlene Chism
marlene@marlenechism.com
Marlene Chism on LinkedIn
Multiplication By Subtraction by Shannon Waller
Karpman Drama Triangle
The Power of TED* (*The Empowerment Dynamic) by David Emerald
PRINT®: Team Success Podcast episode 224, “Uncovering ‘The Why Of You,’ With Debra Levine”
The Impact Filter download
Your Life As A Strategy Circle by Dan Sullivan
Casting Not Hiring by Dan Sullivan and Jeffrey Madoff, includes example and explanation of The 4 x 4 Casting {Available October 2024}
Kolbe
Unique Ability®
The Gap And The Gain by Dan Sullivan with Dr. Benjamin Hardy
Chris Voss, “What is Tactical Empathy? How It Can Help in Negotiations at Work”
“What is the Collaborative Way®?”

Aug 22, 2024 • 48min
Building Winning Global Teams, with Sunny Kaila
In this episode, Shannon interviews IT By Design founder Sunny Kaila, who shares his inspiring journey from taxi driver to successful entrepreneur and offers insights on leveraging talent markets and expanding businesses internationally. Tune in to discover his proven strategies for multicultural collaboration, and learn how to access global talent to drive your business forward.
Download Episode Transcript
Show Notes:
Sunny shares his story of moving from India to New Jersey at 17, working various jobs to support his family, and eventually putting himself through college to study computer engineering.
His entrepreneurial journey began in 2003 when he started IT By Design, which has now grown into a global company.
Sunny also discusses his book The Secret To Building Winning Global Teams, sharing insights into how his company successfully integrates global talent to provide 24/7 IT services.
His tips include:
The rise of remote work has created opportunities for borderless hiring, allowing businesses to tap into a global talent pool.
Building a global team can lead to significant labor cost savings of 30-70%, leading to greater profitability and overall business valuation.
Effective multicultural collaboration is essential for managing diverse teams and can improve both cash flow and company culture.
Investing in a strong learning and development division is key to equipping team members with the necessary soft skills and cultural understanding to work remotely effectively.
Transitioning from direct sales to collaborating with competitors can expand your reach and create mutually beneficial partnerships.
Understanding the unique needs of different markets is crucial for tailoring your approach to team management and service delivery.
Implementing a 24/7 operational model allows for continuous service and support, which is vital for technology-driven businesses.
Leaders must adapt their management styles to effectively lead remote teams, focusing on communication and cultural alignment.
Maintaining a balance between cost efficiency and employee well-being is essential to sustaining a positive company culture.
Using innovative strategies to manage rising operational costs can help businesses remain competitive in an evolving market.
Regularly assessing and adjusting your team structure can lead to improved performance and adaptability in a changing business landscape.
Sharing best practices and experiences can help other leaders navigate the complexities of building and managing global teams.
Resources:
Book: The Secret To Building Winning Global Teams by Sunny Kaila
Unique Ability®
CliftonStrengths®
The Impact Filter™

Aug 8, 2024 • 18min
The Strategic Value Of Reinforcing Your Team’s Strengths
Do you take the time to reinforce your team’s strengths, or do you simply take their strengths and talents for granted? In this episode, Shannon Waller explains the benefits of reinforcing team strengths rather than fixing weaknesses. Learn why this counterintuitive approach can boost morale, productivity, and even your bottom line.
Download Episode Transcript
Show Notes:
Growing Strengths
People often take their natural abilities for granted.
When people realize their capabilities are valuable to others, they will invest more time and effort into developing them further.
Gallup’s Framework For Understanding Strengths
Talent: A natural way of thinking, feeling, or behaving.
Investment: Time spent practicing, developing skills, and building knowledge.
Strength: The ability to consistently provide near-perfect performance in a specific task.
Raw talent alone is not enough; it must be combined with investment to become a true strength.
Mindset For Talent Development
To recognize individuality and uniqueness in others, leaders must first acknowledge and develop their own Unique Ability®.
This mindset may be challenging for leaders who believe:
They need to be all things to all people, or
People are basically all the same
Dan Sullivan has said a key aspect of running a Self-Managing Company® is the willingness to be ignorant:
Leaders don’t need to know every detail of their operation if they trust their team members to use their unique strengths to excel in their respective roles.
The Difference This Can Make
Benefits of reinforcing your team’s strengths:
Builds habits
Improves team dynamics and collaboration
Increases productivity
Increases creativity
Supports more fulfilling careers
Reduces workplace problems
Supports self-managing team members
Recognizing And Nurturing Unique Talents
Give people feedback: “Hey I really appreciate it when you do this; it really makes a difference. You do this faster than anyone else on the team does.”
Ask the question: “Is this something you really enjoy doing too?”
Unique Ability combines excellent skills with passion, joy, endless energy, fascination, and a constant desire for improvement.
How To Take Action
Pay attention and take action when someone volunteers to do something no one asked them to do, and they are exceptional and energized by it.
Speak out about what’s working to reinforce the things you want to see more of.
Use The Impact Filter™ tool from Strategic Coach® to clearly communicate expectations for specific tasks and projects.
Read the upcoming book in the Ambition Series coming in Fall 2024, Casting Not Hiring, and download the 4 x 4 tool. The 4 x 4 is used to communicate to team members the overall expectations for their role and teamwork.
The 4 x 4 tells team members how they can excel in their performance by:
Being alert, curious, responsive, and resourceful
Focusing on results that are faster, easier, cheaper, and bigger
Being a hero to you
Avoiding the things that drive you crazy
Use The Communication Builder with your team members to understand each other’s work preferences, communication styles, and stress responses.
Resources:
CliftonStrengths®
Unique Ability
The Communication Builder
The Self-Managing Company by Dan Sullivan
The Impact Filter
Casting Not Hiring by Dan Sullivan and Jeffrey Madoff (coming Fall 2024)

Jul 25, 2024 • 17min
7 Strategies For How To Work Effectively With Your EA
Are you looking to maximize your teamwork with your executive assistant? In this episode, Shannon Waller dives deep into the key strategies for a successful strategic partnership. From finding the right person to implementing daily habits and strategic planning meetings, you’ll discover how to triple your productivity effortlessly and elevate your teamwork to superpower status!
Download Episode Transcript
Show Notes:
Finding The Right “Who”: It’s crucial to hire someone who thrives in a support role and complements your working style. Use tools like DISC and CliftonStrengths to ensure compatibility.
Communication Builder: This tool helps identify communication preferences and patterns, preventing conflicts and fostering better teamwork. It’s available for free at yourteamsuccess.com.
Daily Meetings: Regular check-ins, ideally daily, help keep both parties aligned and focused. Starting these meetings with a Positive Focus® elevates your energy levels, boosts productivity, and enhances confidence.
CC On Emails: Copying your assistant on relevant emails ensures seamless information transfer and task delegation.
Access To Email And Calendar: Granting your assistant full access to your email and calendar allows them to manage your schedule effectively, freeing you up to focus on high-priority tasks.
Appreciation: Regularly expressing gratitude and acknowledging each other’s contributions strengthens the partnership and boosts morale.
Strategic Planning Meetings: Holding these meetings every five to six weeks helps you plan and prioritize upcoming tasks and projects, ensuring nothing falls through the cracks.
Resources:
Books
Superpowered: The Secret That Helps Every Entrepreneur Eliminate the Suck, 10x Their Impact, and Have More Fun in Work and Life by Ryan Cassin, Shannon Waller, and Steven Neuner
Tools And Concepts
The Team Success Toolkit
Unique Ability®
The Impact Filter™
Profiles
The Kolbe A™ Index
PRINT® Why of You
CliftonStrengths®
Working Genius®
DISC Profile

Jul 11, 2024 • 16min
What Happens When Your Talented Team Lacks Direction?
Do you feel as though you have a really talented team but that not everyone is aligned on the direction you’re going? In this episode, Shannon Waller describes how a lack of leadership can be undoing your team’s potential. By the end, you’ll learn practical strategies to ensure that everyone is on the same page, working toward a common goal.
Download Episode Transcript
Show Notes:
Unique Ability® without a clear goal or purpose:
Unique Ability® Teamwork thrives when each team member is focused on what they love to do best.
However, without a clear goal, intention, or purpose, the strengths and talents of team members can go astray, or worse, sabotage the work of the overall business.
This can lead to individuals pursuing their own interests rather than working toward a common goal.
Over time, team members accustomed to a lack of direction may develop an entitlement attitude and resistance to being pulled back in.
Impact On Team Performance:
Without clear leadership and direction, Unique Ability Teamwork may result in individuals contributing their intellect but not their full commitment or passion.
Projects may suffer from delays, lack of creativity, and a lack of coordination among team members, akin to a rowing team rowing out of sync.
Solution:
Shannon suggests a proactive approach. Leaders should:
Double-check their own clarity on goals and intentions.
Communicate these clearly to the team.
Ensure alignment through open conversations.
Using tools like The Impact Filter™ can help articulate purpose, importance, ideal outcomes, and success criteria, fostering a shared understanding and commitment among team members.
The collaborative approach opens projects up to the collective intelligence, as different team members bring diverse insights and considerations to the table.
Resources:
The Team Success Handbook by Shannon Waller
PRINT®
Kolbe
Radical Candor
Unique Ability Teamwork
Wanting What You Want by Dan Sullivan
The Impact Filter

Jun 27, 2024 • 25min
How Profiles Build Trust And Improve Teamwork
Ready to level up your teamwork? In this episode of Team Success, Shannon dives deep into her love for profiles and assessments like Kolbe and PRINT and how she uses them to understand team members better. She explains how profiles help build trust, provide a road map for effective teamwork, and streamline the process of getting to know team members’ motivational needs and strengths. She also shares tips for how to use profiles to make the hiring process easier, faster, and better. Listen now to learn all about how to use profiles to unlock your own team’s success!
Download Episode Transcript
Show Notes:
Personality profiles and assessments are essential, reliable tools for anyone hoping to understand their own or someone else’s motivations, needs, and natural strengths.
They provide a road map for building trust and providing effective support.
In a fast-paced work environment where personal interactions are limited, profiles offer a shortcut to quickly gain insights about your team members—like what you can expect from them, their strengths, and their motivators—that would otherwise take significant time and effort to uncover.
When used correctly, profiles shouldn’t box people in, but rather generate insightful questions and deepen understanding, fostering teamwork by aligning team members’ motivations and strengths with their roles and responsibilities.
By understanding and appreciating the complementary skills of those on their team, individuals can leverage one another’s strengths to produce exponential results.
Profiles are also a valuable hiring tool, especially for roles in sales or leadership.
These profiles include:
Kolbe A™ Index: Measures conative strengths or natural tendencies in problem-solving and productivity.
Working Genius®: Identifies where individuals naturally excel in a project’s lifecycle, from ideation to execution.
CliftonStrengths®: Highlights individual talents and potential areas for development.
DISC: Provides insights into personality traits related to work style and interactions.
PRINT®: Reveals underlying motivators and how they influence behavior in professional settings.
Resources:
Kolbe A Index
Working Genius
CliftonStrengths
DISC Profile
PRINT