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Navigating the Uncharted: A Reflection on 2023 and Strategic Planning for 2024

CMOE

As 2023 comes to a close, it is the perfect time to reflect on lessons we’ve learned throughout the year and plan for 2024’s uncertainties. To understand your learning journey in 2023, record your answers to the following questions: 1. Facilitate discussions linking organizational changes to individual roles, fostering ownership.

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Coaching and Consulting – People and Problem-Solving skills

Red Star Kim

People and Problem-Solving Skills Facilitating, coaching, mentoring and consulting all require great people skills. Counselling, coaching, mentoring, facilitating, training and consulting are at different stages of the helping continuum. Coaches and consultants use facilitation skills. You use facilitation skills when coaching.

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2023’s Top 10 Insightly CRM Integrations

Insightly

One key takeaway from 2023 is that CRM systems should not operate in isolation. With drag-and-drop simplicity, automated error handling, built-in versioning, and instant deployment and provisioning, anyone in your organization can quickly build and run sophisticated integrations.

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How healthcare organizations can embrace conversational CX while maintaining HIPAA compliance

Zendesk

Key takeaways: Zendesk messaging is HIPAA-enabled, meaning healthcare organizations can manage their conversations at scale. Messaging allows healthcare organizations to do things like schedule appointments, send reminders, and provide virtual care while protecting patient data. Healthcare organizations want to embrace this evolution.

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Invitation: Strategy & Leadership Diagnostics Sessions in Victoria, BC

Strategic Planning and Management Insights

On Thursday, March 9th, 2023 between 9:30am-3:30pm Pacific , SME Strategy and our Chief Client Officer & Senior Facilitator, Jenna Sedmak, are offering Complimentary In-Person Virtual "Strategy & Leadership Diagnostics" consultations at our KWENCH office site in Victoria, BC.

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Celebrating Achievements: A Recap of Customers Honored at Planview Accelerate 2023

Planview

We are thrilled to acknowledge a handful of forward-looking organizations that have excelled at achieving their strategic goals by leveraging Planview’s solutions. We recognize Chevron with the 2023 Vision Award due to their application of advanced data modeling techniques onto a well-established strategic portfolio management process.

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Leadership, emotional intelligence and teams in change management

Red Star Kim

Having facilitated this session many times in the past in face-to-face workshops, it was exhilarating to experience the change in running it on-line for the first time. Last week I was excited to lead an MBL session on “Tackling Change Management – A Workshop for Professional Firms”.