408: Professional values on studies (Strategy Skills classics)

408: Professional values on studies (Strategy Skills classics)

For this episode, let's revisit a Strategy Skills classic where we will talk about general professional values or etiquette that consultants should apply during an engagement. We specifically discuss things that consultants sometimes do on studies that may alienate the client. And rather than talking about every single thing you need to avoid, we will talk about some principles. And these principles apply across every issue.

We also discuss how to address a situation where a consultant's behavior is incompatible with the firm's professional values.

Click here to see the full study and here to see the merger study and market entry study.

Here are some free gifts for you:

Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach

McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf

Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

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375: The first Chief Digital Officer in the history of the Fortune 500, Atif Rafiq — Decision Sprint: The New Way to Innovate into the Unknown and Move from Strategy to Action

375: The first Chief Digital Officer in the history of the Fortune 500, Atif Rafiq — Decision Sprint: The New Way to Innovate into the Unknown and Move from Strategy to Action

Welcome to Strategy Skills episode 375, an interview with the author of Decision Sprint: The New Way to Innovate into the Unknown and Move from Strategy to Action, Atif Rafiq. In this book, Atif shares the breakthrough methods to put your company on the path to innovation, creativity, and growth. Atif has written Decision Sprint to pull the curtain back on the hidden management systems within your organization that impact how people think, collaborate, and make decisions. Atif Rafiq has blazed trails in Silicon Valley and the Fortune 500 for over 25 years. After rising through digital native companies like Amazon, Yahoo!, and AOL, Atif held C-suite roles at McDonald's, Volvo, and MGM Resorts. He oversaw thousands of employees as a global P&L, transformation, and innovation leader. Atif was the first Chief Digital Officer in the history of the Fortune 500, a pioneering role he held at McDonalds, and he rose to the president level in the Fortune 300. While leading business units, teams, and growth for companies, Atif has built a large following as one of today's top management thinkers. Over 500,000 people follow his ideas about management and leadership on LinkedIn, where he is a Top Voice, and his newsletter Re:wire has over 100,000 subscribers. Atif is passionate about helping companies push boldly into the future. He accomplishes this through Ritual, a software app revolutionizing how teams innovate and problem-solve, and through his work as keynote speaker, Board member, and CEO advisor. Get Atif's book here: https://rb.gy/kvxed Decision Sprint: The New Way to Innovate into the Unknown and Move from Strategy to Action Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

28 Aug 202354min

374: Wharton School Professor of Management and Vice Dean for the MBA for Executives Program, Mauro F. Guillén — Embracing a post-generational mindset to live a long and fulfilling life

374: Wharton School Professor of Management and Vice Dean for the MBA for Executives Program, Mauro F. Guillén — Embracing a post-generational mindset to live a long and fulfilling life

Welcome to Strategy Skills episode 374, an interview with the author of The Perennials: The Megatrends Creating a Postgenerational Society, Mauro F. Guillén. In this book, Mauro unpacks a sweeping societal shift triggered by demographic and technological transformation. Guillén argues that outmoded terms like Boomers, Gen X, Millennials, and Gen Z have long been used to pigeonhole us into rigid categories and life stages, artificially preventing people from reaching their full potential. Mauro F. Guillén is one of the most original thinkers at the Wharton School, where he is Professor of Management and Vice Dean for the MBA for Executives Program. An expert on global market trends, he is a sought-after speaker and consultant. He combines his training as a sociologist at Yale and as a business economist in his native Spain to methodically identify and quantify the most promising opportunities at the intersection of demographic, economic, and technological developments. His online classes on Coursera and other platforms have attracted over 100,000 participants from around the world. He has won multiple teaching awards at Wharton, where his presentation on global market trends has become a permanent feature of over fifty executive education programs annually. He is the WSJ bestselling author of 2030: How Today's Biggest Trends Will Collide and Reshape the Future of Everything. Get Mauro's book here: https://rb.gy/u9n0w The Perennials: The Megatrends Creating a Postgenerational Society Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

23 Aug 202346min

373: CEO and co-founder of Reboot.io, Jerry Colonna — Leadership and the Longing to Belong

373: CEO and co-founder of Reboot.io, Jerry Colonna — Leadership and the Longing to Belong

Welcome to Strategy Skills episode 373, an interview with the author of Reunion: Leadership and the Longing to Belong, Jerry Colonna. In this book, Jerry guides us on a journey of reunification with the disowned parts of ourselves, the myths and truths of our ancestors, as well as a deeper connection with those most affected by systems of exclusion. Jerry Colonna is the CEO, and co-founder, of Reboot.io, an executive coaching and leadership development firm whose coaches and facilitators are committed to the notion that better humans make better leaders. For nearly 20 years, he has used the knowledge gained as an investor, an executive, and a board member for more than 100 organizations to help entrepreneurs and others to lead with humanity, resilience, and equanimity. Previous to his career as a coach he was a partner with JPMorgan Partners (JPMP), the private equity arm of JP Morgan Chase. He joined JPMP from Flatiron Partners, which he launched 1996 with partner, Fred Wilson. Flatiron became one of the most successful, early-stage investment programs in the New York City area. Jerry is the author of Reboot: Leadership and the Art of Growing Up (2019), and Reunion: Leadership and the Longing to Belong (2023). Get Jerry's book here: https://rb.gy/h9a6aReunion: Leadership and the Longing to Belong Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

21 Aug 202344min

372: Former President of Disney Stores Worldwide Jim Fielding — Leading Consumer Products Groups at the World's Largest Media Companies, Leading Disney Stores Worldwide, Time Management, Biggest Lessons Learned While at Disney

372: Former President of Disney Stores Worldwide Jim Fielding — Leading Consumer Products Groups at the World's Largest Media Companies, Leading Disney Stores Worldwide, Time Management, Biggest Lessons Learned While at Disney

Welcome to Strategy Skills episode 372, an interview with the author of All Pride, No Ego: A Queer Executive's Journey to Living and Leading Authentically, Jim Fielding, where he delivers an inspirational leadership story told from the perspective of an out and proud LGBTQ+ executive. In the book, you'll explore a call-to-action for authentic servant leadership that encourages people to own their truth and bring out the best in themselves and their communities. Jim Fielding is a respected retail and media industry veteran whose expertise combines storytelling, product innovation, merchandising, and consumer experiences. Jim currently serves as a partner at Archer Gray, an independent media company, and president of its Co-Lab Division. Having led consumer products groups at the world's largest media companies, including Disney, Dreamworks, and Twentieth Century Fox, Jim has built diverse cultures and visionary teams that excelled in competitive global markets. He served as president of Disney Stores Worldwide for four years, transforming its global consumer experience. He also served as CEO of Claire's Stores, Inc., a leading jewelry and accessories retailer. Jim's early experience spanned leading global retail companies, from The Gap to Lands' End. He mastered all aspects of vertical specialty retail, including supply chain, product design, store operations, and visual merchandising. An active community leader and philanthropist, Jim serves on the board of directors for the Indiana University Foundation and was a founding member of the Dean's Council for the Hamilton Lugar Global and International School. Jim is a founder of the Queer Philanthropy Circle, the nation's premier fundraising and advocacy group for the queer community. He also participates in the Women's Philanthropic Leadership Circle and the Black Philanthropy Circle. Jim has served as a board member for GLSEN, Make-A-Wish International, and American Red Cross, as well as an executive-in-residence for IU Ventures and Indiana University's Office of Diversity, Equity, and Inclusion. He has endowed several scholarships at IU to support overseas study, international internships, and advocacy leadership training. Jim lives in Atlanta with his partner, Joseph, and their dogs, Cricket and Olive. In the summers, you will find them in Leland and Northport, Michigan. Get Jim's book here: https://rb.gy/ax3aj All Pride, No Ego: A Queer Executive's Journey to Living and Leading Authentically. Jim Fielding. Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

16 Aug 20231h

371: McKinsey's Emily Field — Power to the Middle, Reimagining the Roles of a Mid Level Manager, The Key to the Future of Work

371: McKinsey's Emily Field — Power to the Middle, Reimagining the Roles of a Mid Level Manager, The Key to the Future of Work

Welcome to Strategy Skills episode 371, an interview with the author of Power to the Middle: Why Managers Hold the Keys to the Future of Work, Emily Field. In this book, McKinsey thought leaders Bill Schaninger, Bryan Hancock, and Emily Field call for a profound reimagining of managers and their roles. They explain how middle managers are uniquely positioned close to the ground but with a crucial connection to company strategy, enabling them to guide their organizations through periods of rapid and complex change, as well as to help shape the new world of work. Emily Field is a partner in McKinsey's Seattle office. She helps organizations with distributed workforces deliver on their performance goals, with the role of the manager front and center. Emily holds a BA in government from Georgetown University. Get Emily's book here: https://rb.gy/q4qmv Power to the Middle: Why Managers Hold the Keys to the Future of Work Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

14 Aug 202358min

370: Harvard MBA Manisha Thakor — Financial Services Thirty Years Career, Hungry Ghost Mindset, How to Stop Being a Workaholic, Dealing with Work Addiction

370: Harvard MBA Manisha Thakor — Financial Services Thirty Years Career, Hungry Ghost Mindset, How to Stop Being a Workaholic, Dealing with Work Addiction

Welcome to Strategy Skills episode 370, an interview with the author of MoneyZen: The Secret to Finding Your "Enough", Manisha Thakor. In this book, Manisha shares her candid journey out of the Cult of Never Enough—a painful mindset that tells you the money you earn, accomplishments you achieve, and praise you receive is always insufficient. Manisha Thakor has worked in financial services for more than thirty years, with an emphasis on women's economic empowerment and financial wellbeing. A nationally recognized thought-leader in this space, Thakor has been featured in a wide range of publications including the Wall Street Journal, the New York Times, NPR, PBS, CNN, Real Simple, and Women's Health. Prior to writing MoneyZen, Thakor co-authored two personal finance books for women in their twenties and thirties. Today her work focuses on helping people of all ages to balance financial health and emotional wealth. Thakor earned her MBA from Harvard Business School, her BA from Wellesley College and is both a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP). She splits her time between Portland, Oregon and rural Maine. Her website is MoneyZen.com. Get Manisha's Book here: https://rb.gy/od9zz MoneyZen: The Secret to Finding Your "Enough" Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

9 Aug 202356min

369: World leading expert on perfectionism, Thomas Curran — The Perfection Trap: Embracing the Power of Good Enough

369: World leading expert on perfectionism, Thomas Curran — The Perfection Trap: Embracing the Power of Good Enough

Welcome to Strategy Skills episode 369, an interview with the author of The Perfection Trap: Embracing the Power of Good Enough, Thomas Curran. In his book, Thomas calls for both introspection and broader, societal change. He shows what we can do as individuals to resist the modern-day pressure to be perfect, and in so doing, win for ourselves a more purposeful and contented life. Thomas Curran is a professor of psychology at the London School of Economics and the author of a landmark study that the BBC hailed as "the first to compare perfectionism across generations." His TED talk on perfectionism has received more than three million views. His research has been featured in media ranging from the Harvard Business Review to New Scientist to CNN and he has appeared on numerous television and radio programs. Get Thomas' book here: https://rb.gy/6m35h The Perfection Trap: Embracing the Power of Good Enough, Thomas Curran. Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

7 Aug 202353min

368: Should I email the full deck to participants before the strategy workshop? (Strategy Skills classics)

368: Should I email the full deck to participants before the strategy workshop? (Strategy Skills classics)

For this episode, let's revisit one of the classics by Strategy Skills, where we answer a question, "Should I email the full deck to participants before the strategy workshop?" Here are some free gifts for you: Overall Approach Used in Well-Managed Strategy Studies free download: www.firmsconsulting.com/OverallApproach McKinsey & BCG winning resume free download: www.firmsconsulting.com/resumepdf Enjoying this episode? Get access to sample advanced training episodes here: www.firmsconsulting.com/promo

2 Aug 202314min

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