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
In this episode, we dive into the multifaceted role of a CSO, exploring how balancing immediate operational demands with strategic foresight can significantly improve patient outcomes and organizational effectiveness. Whether you’re a seasoned strategy professional or just starting in your role, Marc’s experience and tips are sure to inspire and guide you on your own strategic journey.
In the latest episode of The Strategy Gap, we address the pressing challenges and opportunities within higher education, from economic pressures to innovative pathways that are reshaping how we perceive education. Shawn Daley, the Chief Strategy and Business Development Officer at George Fox University shares his unique journey, emphasizing the critical need for educators and administrators to engage with broader institutional narratives beyond their immediate focus.
In today’s episode, Joe and Jonathan speak with Strategy & Revenue Operations Leader Lester Ang about the crucial balance between big-picture strategy and detailed work in strategy and revenue operations. A seasoned strategy and revenue operations advisor with a robust background in global teams and growth transformation, Lester brings no shortage of insights when it comes to effective leadership transitions and the role of listening, understanding, and adaptability to gain trust and credibility within any organization.
This week, hosts Joe Krause (VP of Customer Engagement at AchieveIt) and Jonathan 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.
This week, hosts Joe Krause (VP of Customer Engagement at AchieveIt) and Jonathan 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.
This week, hosts Joe Krause (VP of Customer Engagement at AchieveIt) and Jonathan 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.
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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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