Tom Spencer

SEPTEMBER 10, 2022

Although virtual meetings have become a norm of working life post COVID-19, there is much that still feels strange about them. Below are 10 tips on how to re-energise virtual meetings, to ensure they remain a productive tool for businesses and employees working from home. Enable connection. Create common ground. Why are we here?

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Tom Spencer

NOVEMBER 22, 2024

Automated Financial Services AI is also driving the automation of various banking services, improving efficiency, and reducing operational costs. The post When Banks Meet Bots: The AI Transformation of Finance first appeared on Tom Spencer. This reduces the risk of fraud and enhances the overall security of banking products.

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Harvard Business

JUNE 3, 2022

Few companies report the impact of operations they don’t fully control — but scrutiny on these investments is growing.

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Steve Shu Consulting

MAY 20, 2018

This type of marketing can be viewed through the lens of “networking by helping someone” (in contrast to networking and just meeting lots of people). I first helped the consultant and then the client to understand how operational analyses were done and provided them with some tools they could use (e.g.,

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Steve Shu Consulting

NOVEMBER 6, 2015

It is a technique that I’ve seen a number of operating companies and management consulting firms use effectively. The Spring Cleaning technique consists of an executive- or management-level meeting to talk about the business in breadth, capture issues (no-holds barred), rank issues, strategize, and divide and conquer.

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Successful Independent Consulting

SEPTEMBER 16, 2017

At the end of our meeting, I didn’t quote the range. It’s a matter of what they’re used to and their operating margins. Grocery vs biotech — Some industries have notoriously low or high operating margins, so the money they have to reinvest back into the business will vary along with their price sensitivity.

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Successful Independent Consulting

NOVEMBER 8, 2017

As consultants, it’s our job to help our clients solve problems and operate at their best. Sometimes this is easy, particularly when the needed correction is related to a process or operational improvement. In today’s meeting I noticed a couple times when it seemed like you interrupted the conversation too early.

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Steve Shu Consulting

JULY 18, 2017

For example, you may see that the client needs to a) better articulate the problem statement and the key priorities (vision), b) decide on an approach (strategy), and c) execute on all the tactical operational things to carry out the strategy (tactics). For example you might limit your pre-sales sessions to 2 to 3 meetings of 1–1.5

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Consulting Matters

SEPTEMBER 30, 2020

I asked my partner Jen Hamilton - our community Chief Operating Officer to be my guest today and share all the deets on the what you'll need and how much it all costs so that you can plan in advance for both the startup and ongoing costs. What that really do is it’s a link to your potential clients to pick a time to meet with you.

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Harvard Business

FEBRUARY 9, 2024

Large companies are striving to increase their purchases from small, diverse-owned businesses (SDBs) — those that are 51% or more owned and operated by an individual or group that is part of a historically underrepresented or underserved group (e.g., Despite their pledges, they are struggling to meet their goals.

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Markovitz Consulting

JANUARY 21, 2019

But when it comes to internal operations at least, disruption is often both bad for business and for employees, because it causes unevenness in work. Finally, consider the typical weekly or bi-weekly meeting for a team: the manager is working with a one- or two-week batch of information.

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Leadership Planning with Liz Weber CMC

NOVEMBER 22, 2022

An association executive director asked during a recent coaching conversation, “Am I doing something wrong, or why are the strategic plan review meetings I hold with my senior staff so boring? My Director of Operations said yesterday, ‘It feels as if all we’re doing is tracking stuff so we can mark it off this […].

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Markovitz Consulting

SEPTEMBER 10, 2019

Unless they develop front-line operators’ problem solving capability, they’re sowing the seeds of their own demise. It’s not just blocking out time for a gemba walk or a meeting. But of course, the more fires they douse, the more fires break out. So what to do? Scripting the play” goes beyond leader standard work. Let me know.

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Markovitz Consulting

DECEMBER 17, 2018

Identifying the root causes of a problem that prevent something from operating as it should. This type of problem solving led Toyota to figure out how to reduce the need for cleaning out the metal chips so that they could run the tool with higher uptime and shorter lead time in the service of better meeting customer demand.

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Harmonious Workplaces

MAY 10, 2024

I had the pleasure of meeting a fellow I-O Psychology practitioner this week. Two things coveted by business owners that organizational development can provide.

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Chad Barr

DECEMBER 4, 2024

Business Operations : Virtual assistants scheduling meetings, automating reminders, and handling repetitive tasks seamlessly. Optimize : Regularly review and refine the impact of AI on your operations. Education : Virtual tutors providing 24/7 personalized learning paths for students. A standout example is Netflix.

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Tom Spencer

JUNE 9, 2023

In the digital age, businesses are constantly seeking innovative ways to gain a competitive edge and streamline their operations. From enhancing customer experiences to optimizing decision-making processes, AI is reshaping the way businesses operate and opening up new possibilities for growth.

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Markovitz Consulting

NOVEMBER 19, 2019

Of course, software firm 37 Signals has been operating four-day work weeks over the summer since 2008. Rheingans Digital Enabler’s approach is to ban social media during work hours, make most meetings 15 minutes long, and ask people to keep phones in backpacks.

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Harvard Business

SEPTEMBER 12, 2023

To meet the moment, this article argues that organizations may need to change the way they operate to innovate. Technological advances and increasingly sophisticated ways of gathering and analyzing data are changing both the kinds of products and services companies can offer and are increasing competitive pressures.

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Consulting Matters

JANUARY 29, 2020

In the past you operated in a compensation model where you do work and then get paid. Now you're operating in a return on investment model where you invest your money, time and talents in your business with the expectation of a return. Their perception of the value of what you bring to the table forms long before they meet you.

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Consulting Matters

AUGUST 19, 2019

The team was poring over the guest research when the most senior operations and creative executives looked at each other across the table and said at the same time, “You know what – we need to be a DISNEY theme park.” But like everyone else who operates in their zone of genius, I blew it off and minimized it.

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Consulting Matters

APRIL 13, 2023

Brad had an unconventional start to his career after meeting his boss's boss while studying finance at college. He is a strategic and operational leader, having led strategic planning, finance and business development teams for these companies, as well as leading large operating units of over $500 million and $1 billion in revenue.

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Harvard Business

AUGUST 12, 2024

As a manager, onboarding a new hire isn’t just about providing manuals and login information, it’s about setting the employee up to operate autonomously in their role and feel comfortable within the organization.

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Markovitz Consulting

JANUARY 14, 2019

But when it comes to internal operations at least, disruption is often both bad for business and for employees, because it causes unevenness in work. Sales incentives—for example, bonuses to meet monthly or quarterly revenue goals—cause salespeople to stuff the company’s distribution channels with inventory far in excess of consumer demand.

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Consulting Matters

NOVEMBER 3, 2022

And each time you go to the grocery store, meet neighbors, go to the kids' soccer match, attend holiday parties, it is a chance to meet clients or people who know your potential clients. Back to the Basics in Leadership and Life with former EVP of Operations for the Walt Disney World Resort Lee Cockerell.

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Markovitz Consulting

OCTOBER 28, 2020

But if you want to thrive in the post-COVID world, you’ve got to start working on operational improvements now. The salespeople still served as the voice of the customer, maintained the relationship with the accounts, set up the meetings, and managed the orders, but it was the designers who merchandised the line for the accounts.

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Consulting Matters

APRIL 22, 2021

When I was an organizational development consultant for Disney, I worked with the Imagineers and Operators. The Operators viewed Imagineers as people who had their heads in the sky, and Imagineers viewed Operators as so focused on day to day that they couldn't see the big picture. If so, that idea or project got a green light.

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Harvard Business

JULY 6, 2023

However, knowledge within organizations is typically generated and captured across various sources and forms, including individual minds, processes, policies, reports, operational transactions, discussion boards, and online chats and meetings.

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Consulting Matters

JANUARY 8, 2018

Am I more connected to earning money for myself or am I pursuing this work because there is a need that my future client has that I can deeply about helping them meet? Master the informal workings of how their organization operates. Therefore, before pursuing any client, ask yourself - do I care? Do you know how to help THEM?

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Effective Managers

NOVEMBER 25, 2024

The rise of automation, artificial intelligence (AI), and digital tools has reshaped the way teams operate, and leaders must adapt to this transformation to remain effective. To meet these expectations, leaders must focus on creating inclusive, purpose-driven environments where diverse perspectives are valued, and innovation thrives.

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Harmonious Workplaces

JANUARY 11, 2024

I attended a meeting led by the VP of construction for a company for which I was the VP of marketing. I joined the meeting virtually from another part of the building via Microsoft Teams. After the meeting, he called me back into the conference room. I feel a kindred connection with those who own or operate organizations.

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Consulting Matters

DECEMBER 16, 2022

You have to meet them at their point of departure and use your power skills that I'll be sharing in this episode to influence them in a better way. We got him to understand and accept the feedback and had him join us in our meeting with the sales VP. It is knowing whose buy-in you'll need and how to get that buy-in.

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Consulting Matters

FEBRUARY 6, 2020

We bring to the surface what myths, stories, leadership and operating practices need to matured in order to match the development stage of the leader and company. Ask yourself when meeting a future client three things: Is my expertise RELEVANT - meaning am I the right person for the needs that this client has?

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Markovitz Consulting

JULY 30, 2020

Reorganizations bulldoze those intangible assets into oblivion, ensuring that for six months at least, a company will be operating much less effectively. Does the product meet customer needs—or even better, exceed them? People who study system dynamics refer to “ fixes that fail.” Is your service competitive? Is the price right?

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LSA Global

OCTOBER 24, 2024

How to Optimize Employee One-on-One Meetings: Strategies for Lasting Impact We know from Action Learning Leadership Development Programs that one-on-one employee meetings are the most critical touchpoint of your relationships with each of your direct reports. Find the meeting worth their time and effort. Research by Steven G.

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Makarios Consulting

APRIL 12, 2023

Fifteen years have passed, but I (Tim) still remember the meeting as if it was yesterday. If you think you can operate out of two different sets of core values, the truth is that you do not have any set of core values. To realize that vision, his people would need to operate out of a set of shared values. You are adrift.

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Consulting Matters

APRIL 24, 2020

And through both of those processes, I served as an Operator, and then also as a Project Manager, and then a Master Black Belt Lead Sig Sigma process improvement black belt. Now, all of a sudden their operations are getting very sophisticated. I felt like they got a lot out of it. We don’t have to do that.

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