Strategy and Leadership Podcast

Developing a Data Strategy & Customer Analytics for Today w/Vivian Tan (Kaiser Permanente) Ep#104

Vivian Tan is the Vice President of Strategic Information Management & Global Relationships at Kaiser Permanente. She's been with KP for over 15 years, now working closely with the CFO, Chairman and CEO to provide strategic leadership for an enterprise data and analytics team in order to support, enable and advance KP’s strategy. She's also KP's representative at the World Economic Forum in Davos, and is in charge of KP International, where she hosts guests from around the world who want to learn more about KP and their model.
On this episode of the Strategy & Leadership Podcast, Vivian joins us to discuss the most exciting part of her job, what's happening in the world of data and analytics, recommendations for leaders, Davos, and much more.
Here's a breakdown of our conversation:
- The most exciting & challenging part of her job
- A data storing & sharing trend
- Trends in the world of analytics
- Recommendations for leaders new to data & analytics
- How performance dashboards are shifting
- The importance of Davos
- & more
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// 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. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Scenario Planning for a Post Pandemic Future w/Lance Mortlock from EY Ep#103

On this episode of the Strategy & Leadership Podcast, we're excited to welcome Lance Mortlock. Lance is a Senior Strategy Partner at Ernst & Young, and a Canadian Oil & Gas Industry leader. He's also a visiting professor at the University of Calgary - Haskayne School of Business, and the author of Disaster Proof: Scenario Planning for a Post Pandemic Future: https://www.amazon.ca/Disaster-Proof-Scenario-Planning-Post-Pandemic/dp/1988025613
On this episode, Lance joins us to discuss the need for scenario planning, the problems he works on for companies, how to approach uncertainty, how universities are teaching strategy, and much more.
Here's a breakdown of our conversation:
- The problems he solves on a daily basis
- Why you should think of the future when building your strategy
- The 6-step scenario planning process
- How universities are teaching strategy
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// More strategic planning resources:
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// 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. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

How to Invest in Yourself & Grow Your Business with Confidence w/Kelley Powell Ep#102

On this episode of the Strategy & Leadership Podcast, we're joined by Kelley Powell. Kelley is the CEO of the MacLaurin Group, a company that supports founders and companies as their technology operating partner. She's also the author of Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence.
During our conversation, Kelley shares her experience working in private equity, the main problems she solves for people, the importance of updating your technology to align with your growth strategy, and much more.
Here's a breakdown of our conversation:
- The main problems she solves for people
- To upgrade your technology or not?
- What if your tech isn't that bad?
- & more!
Get Kelley's book, 'Courage to Lose Sight of Shore: How to Partner with Private Equity to Grow Your Business with Confidence': https://www.amazon.com/Courage-Lose-Sight-Shore-Confidence/dp/1544514670
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// More strategic planning resources:
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// Connect with us:
Blog ► https://www.smestrategy.net/blog
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Alignment Book ► https://www.smestrategy.net/alignment-book
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Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// 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. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

How to Design a Change Management Experience that will Encourage Buy-in w/Heather Younger Ep#101

Heather Younger is a former attorney and the founder/CEO of Employee Fanatix, a management consulting firm that quips companies with the intelligence they need to improve the quality of work life for their employees.
On this episode of the Strategy & Leadership Podcast, Heather joins us to share her experiences with big organizational change, the process for developing a change management experience, how to create the right environment for change, and more.
Get Heather's new book, The Art of Caring Leadership: How Leading With Heart Uplifts Teams & Organizations: https://www.amazon.com/Art-Caring-Leadership-Leading-Organizations/dp/1523092149/ref=sr_1_2?dchild=1&keywords=The+7+Intuitive+Laws+of+Employee+Loyalty&qid=1620174255&sr=8-2
Here's a breakdown of our conversation:
- Her experience with big changes like mergers, acquisitions & re-organization
- How to design an experience for change management
- Heather's challenge for leaders
- & more!
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// More strategic planning resources:
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// Connect with us:
Blog ► https://www.smestrategy.net/blog
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Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// 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. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

How to Improve Accessibility & Become an Inclusive Workplace w/Tova Sherman Ep#100

Tova Sherman is the Canadian born, award-winning CEO of reachAbility, an organization that works directly with companies to build their capacity for inclusion through education, training, and consultation. She's also a TED speaker, and author of the brand new book, Win, Win, Win! The 18 Inclusion-isms You Need to Become a Disability Confident Employer.
On this episode of the Strategy & Leadership Podcast, Tova joins us to discuss what people are missing about diversity & inclusion, tips to become more inclusive, the importance of values, biases in the hiring process, and much more.
Here's a breakdown of our conversation:
- What people are missing with diversity and inclusion
- Tips for being more inclusive
- Why you have to start with values
- & more!
// Learn more about strategic planning & implementation:
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► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course
// More strategic planning resources:
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// Connect with us:
Blog ► https://www.smestrategy.net/blog
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Contact us ►https://www.smestrategy.net/contact
Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// 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. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

Board Management Tips to Help Your Team Win w/Lauren Harrell Ep#99

Lauren is the Director & Head of Commodities for the Financial Institutions Group at Chatham Financial, the largest independent financial risk management advisory and technology firm. Having worked internally at finance and audit organizations and externally as an advisor across the finance enterprise, she approaches leadership and the boardroom with a multiple-stakeholder focus.
On this episode of the Strategy & Leadership Podcast, Lauren joins us to talk about returning to in-person work, what she's learned from 10 years of board experience, working with hostile board members, board bylaws, and much more.
Here's a breakdown of the conversation:
- Remote work & returning to in-person (from a boardroom perspective)
- What she's learned from her own board experience
- On hostile board members & the decision making process
- Approach to managing board bylaws
// Learn more about strategic planning & implementation:
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► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course
// More strategic planning resources:
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► Are you looking for someone to facilitate your strategic planning process? https://www.smestrategy.net/strategic-planning-facilitator-consultant
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// Connect with us:
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact us ►https://www.smestrategy.net/contact
Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// 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. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

How to Build a High-Performance Culture w/Brett Putter - Ep#98

Brett Putter is the CEO of CultureGene, a culture development platform that helps companies transition effectively to remote work. As a passionate student of culture and an expert on culture, Brett spends his days with leaders defining, embedding and managing culture.
He's also the author of two books: Culture Decks Decoded, and Own Your Culture: How to Define, Embed and Manage your Company Culture.
On this episode of the Strategy & Leadership Podcast, Brett joins us to discuss the impact of making wrong hires, hiring for culture fit, the purpose of culture decks, 6 ways to embed company culture, and much more.
Here's a breakdown of the episode:
- The cost of hiring the wrong person
- Hiring for culture fit
- Culture decks: What are they?
- How companies are developing remote work culture
- 6 ways to embed company culture
- & more
// Learn more about strategic planning & implementation:
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► Learn how to successfully lead your next strategic planning process: https://www.smestrategy.net/strategic-planning-steps-course
// More strategic planning resources:
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// Connect with us:
Blog ► https://www.smestrategy.net/blog
Strategy & Leadership Podcast ►https://www.smestrategy.net/podcast
Alignment Book ► https://www.smestrategy.net/alignment-book
Contact us ►https://www.smestrategy.net/contact
Subscribe on YouTube ► https://www.youtube.com/channel/UCOHLNRrpk3rGUdg7qUQjiog/?sub_confirmation=1
// 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. For more information on working with a facilitator for your next strategy session: https://www.smestrategy.net/strategic-planning-facilitator-consultant

How to Harness the Power of Questions w/Shane Metcalf, Chief Culture Officer of 15Five - Ep# 97

Shane Metcalf is the co-founder & Chief Culture Officer of 15Five, a people and performance platform that empowers people to become their best selves, wherever they work. Named one of the top 100 software companies by G2Crowd, 15Five combines employee engagement, continuous performance management, and manager effectiveness software with education, services, and community for customers including Capital One, Credit Karma, Hubspot & more.
On this episode of the Strategy & Leadership Podcast, Shane joins us to share his advice for leaders and discuss the power of questions, self-reflection, and much more.
Here's a breakdown of our conversation:
- The journey of creating 15Five
- Be aware of leadership hierarchies
- Questions for leaders to ask themselves
- Questioning the role of the manager
- His big challenge right now as a leader
Get our FREE Strategic Planning Workbook template here: www.smestrategy.net/strategic-plann…mplate-workbook
Shane's podcast, HR Superstars: https://www.15five.com/podcast/
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
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// 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.
#PowerOfQuestions #CultureTransformation #SelfAwarenessSkills

How this CEO Scaled his Family Business using Business Mentors & Federal Procurement Ep#96

Peter Provenzano is the President & CEO of SupplyCore, a leading supply chain integrator responsible for optimizing information, material, and financial flows for the U.S. military. Peter also founded MPOWR®, SupplyCore's social enterprise division that helps communities and businesses with strategy execution so they can come together, achieve outcomes and systems change.
On this episode of the Strategy & Leadership Podcast, Peter joins us to talk about his experience growing the family business, his advice for entrepreneurs and family business owners, and what he learned about thinking strategically about the future.
Here's a breakdown of the episode:
- On growing the family business
- Advice for younger entrepreneurs & older business owners
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
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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.

How this CPA-turned-CEO Uses Data Driven Decision Making to Improve Profitability w/Stephen King #95

Stephen King is the President & CEO of GrowthForce, a company that specializes in outsourced bookkeeping, accounting and controller services for companies that want to run better, grow faster and make more money. Stephen spent much of his career at Ernst & Young and Amnesty International US, and has started a couple of his own companies.
On this episode of the Strategy & Leadership Podcast, Stephen joins us to discuss how leaders can improve their decision making, his experience with peer groups, his 5-step process for profitability, how culture drives growth, and more.
Here's a breakdown of our conversation:
- Advice for leaders trying to improve their financial decision making
- His experience with peer groups & mentorship
- His 5 Steps to Profitability Model
- How your culture will help you grow or sink
- How to foster a culture of tracking & the desire to follow data
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.