

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

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.
Download Episode Transcript
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

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®?”


