About the Podcast
A show about the space between savvy strategy and practical execution, including everything that can go wrong on the way. Ever drive home from work and don't really remember how you got there? A lot of companies are like that. Many of us know where we want to go, but struggle to understand how we’re progressing, & how to ensure we meet our destination. This show is all about the best laid plans and how companies execute as they scale, implementing processes that achieve goals.
Recent Episodes
This week, hosts Joe Krause (VP of Customer Engagement at AchieveIt) and [Jonathan Martin](https://www.linkedin.com/in/jonathan-d-morgan/) (VP of Revenue Operations and Head of Marketing at AchieveIt) discuss integrating brainstorming into the strategy process. From dos and don’ts to challenges and benefits, Joe and Jonathan explain how organizations—especially those looking to pivot or make mid-year changes—can generate great ideas, gather team contributions, and put those ideas into action.
Daniel Keene, Director of Strategy & Operations, took an unconventional path to his role in healthcare, managing operations and strategy for large patient support systems. His background spans aerospace engineering, CPG sales, and general aviation. Leveraging his varied experiences, Daniel has streamlined strategy and operations, forming clearer and more effective visions. In our talk, he offers insights on essential project management and strategy principles, sharing valuable lessons from his healthcare experience.
Shobhna Upadhyaya, BizOps & Strategy Leader, joins the podcast to talk about business operations (aka BizOps), which she explains as the team responsible for that important middle phase between strategy development and implementation. In demystifying BizOps, strategy leaders across industries can find themselves better equipped to cultivate cross-functional collaboration and overcome challenges within corporate structures and strategy.
Michael Olaye, SVP and Managing Director of Strategy and Innovation at R/GA, shares his thoughts on developing strategy from a starting-point of flexibility and collaboration. While internal processes and expertise play a vital role in achieving an organization’s goals, too often teams miss out on game-changing solutions and methodologies by refusing to collaborate with outside agencies and industries that provide invaluable perspectives and insights.
What are the attributes of a strategy—and how does it differ from other measures implemented to help an organization achieve its goals? Joining us to answer this question (and many others) is Dr. Alok Tewari, Vice President of Operations Strategy and Execution. Alok has leveraged over 20 years of experience in strategy and global business transformations to cultivate an understanding of organizational goals and the multilayered approach to developing strategy within a variety of industries.
This week we’re joined by Lisa Esch, Senior Vice President and Chief of Strategy, Innovation, and Industry Solutions at NTT DATA. Lisa provides a crash course on all things generative AI, LLMs, and the risks and calculations any type of organization should be factoring into their decision-making surrounding AI. Lisa’s experiences in healthcare tech—and the lessons she’s learned from witnessing how AI has shifted the industry’s landscape—provide an excellent case study for anyone asking how this game-changing can fit into their operations.
This week, we’re joined by George DeVardo, VP of Revenue Operations and Strategy at Enthusiast Gaming, who shares his belief in the value of trust and understanding when working toward solutions between decision-makers and team members—whether you’re working within an organization or assisting as a third-party. We also explore how third parties can provide valuable perspectives to help a team arrive at a workable and timely solution, rather than making decisions for them as a subject matter expert.
Today’s episode features an in-person one-on-one conversation between Joe and Jonathan as they trade thoughts on common mistakes that leaders make in strategy execution, as well as the consequences of those mistakes. Using the news of some costly missteps (and even more costly blame-shifting) from entertainment executives as a jumping-off point, the co-hosts cover everything from effective communication to smart prioritization.
Eric’s 31 years of experience in nursing helps in his unique role to build effective teams and create long-term relationships with clients. Hear more about how Eric strategically builds and assesses teams, handles workplace turnover, responds to feedback, and approaches customer service.
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Meet the Hosts
Jonathan Morgan | VP of Revenue Operations, AchieveIt
Jonathan Morgan is the VP of Revenue Operations and Head of Marketing at AchieveIt. Jonathan has spent time in roles across strategy consulting, sales, customer engagement, marketing, and operations, enabling a full picture view of strategy & strategy execution. His generalist background encourages a full picture view of strategic planning & strategy execution. Jonathan graduated from Georgia Tech and received his MBA from the University of Florida.
Joe Krause, M.S., MBA | vP of Customer Engagement, AchieveIt
Joe is a co-founder of AchieveIt, and over the past 10 years has helped customers execute thousands of strategic, operational, and project plans. Joe is passionate about helping teams drive toward successful business outcomes with a focus on practical, easy to use advice. Joe graduated from Seton Hall University with a Bachelor of Arts in political science and obtained a Master’s of Science in Healthcare Communication from Boston University. Joe is recently completed his studies at Rutgers University where he obtained a Master’s in Business Administration with a concentration in Finance.
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