Posts

Meet the Team: Sarah Gershman, Executive Presence Partner

Building a strong business is all about building strong relationships and at Audacia Strategies, we love to say, “it’s not ‘just business.’ It’s about people working together toward a common goal.” That’s why partnering with the best is a top priority. I’ve known many of our partners for years. They’re not just business associates, they’re people I’d sit down with for a casual dinner (and probably an adult beverage or two). I’m proud to know, partner, and collaborate with each of them. 

In a previous article, we introduced you to one of the Sarahs on Audacia’s team, our Manager of Business Operations, Sarah Deming. This time, we’re introducing Sarah Gershman who is our Executive Presence Partner.

Interview with Sarah Gershman, Executive Presence Partner

At Audacia, we are all about strategic communications and strong communication is all about getting the key players within an organization to stay on message. This starts with leaders and this is where Sarah Gershman shines.

Sarah is an executive speech coach and CEO of Green Room Speakers, a communications firm based in Washington, DC. She is also an adjunct professor of communications at the McDonough School of Business at Georgetown University and the Johns Hopkins University School of Advanced International Studies, where she lectures to students from around the world.

As Audacia’s Executive Presence Partner, Sarah puts her specialization to work helping leaders deliver high-stakes and complex messages with clarity, authenticity, and conviction. Having coached executives at organizations including Microsoft, General Dynamics, Booz Allen, Lockheed Martin, Eli Lilly, the Office of the Secretary of Defense, the US Department of Commerce, the US Department of Justice, and the US Department of Labor, Sarah brings a wealth of experience to the table.

Below are highlights from Sarah about the valuable contributions she makes to our team.

Q | Can you describe your role at Audacia Strategies and how you fit into the team?

As an executive speech coach, I help leaders elevate their executive presence as they grow their businesses. In practice, one of my roles at Audacia is to get to the core of what a leader needs to communicate to their target audience. When one of Audacia’s executive clients needs to be prepped for an engagement like a critical speech, townhall, investor presentation, I come in to coach them on how best to communicate key messages. So I spend a lot of time helping leaders think through mission critical messaging.

I also coach leaders through communicating big changes within the company. This can be especially challenging because there is a need to tell a coherent story that bridges the gap between the firm’s past and its future. Often, finding that story takes stepping back to look at all the current messaging and making connections that might not be immediately obvious to leaders themselves. Together with others on Audacia’s team, I provide much needed perspective.

Q | What is your favorite part about working with Audacia?

There is something so exciting about working specifically with companies in transition. Audacia’s clients are taking bold risks, making big changes, and going through high stakes transformations. As the leader of an organization experiencing rapid change, communication skills are a top priority. If you can’t get the message across, you lose buy-in from stakeholders.

I love the excitement of helping organizations in these critical moments. It lends an added pressure – in a good way – to the coaching I do. 

And I love the people! Katy has put together an incredible team that attracts incredible clients. It’s a privilege to work with everyone.

Q | Can you describe a win or highlight from your time working with Audacia?

The example that comes to mind is working with a CEO in transition as he stepped into his new role. Although he had been a leader within the company with a strong reputation, he had never been a CEO, so he understandably needed guidance around executive presence.

When we first met, the CEO had a harder time commanding the room. Part of the challenge was that he was replacing a beloved CEO who was a rockstar, literally. We needed to find a way for the new CEO to tell his own story.  

In just a couple of sessions, we helped him find his message, own it, and connect much more deeply with his audience. It turns out that the new CEO loves chess, so we helped him tease out what that says about leadership and his personal leadership style. Once he connected those dots, he stepped more fully into his role, quickly earning the trust of his team and investors.

Q | Are there best practices associated with your role that you’d like to share?

One of the skills that makes me successful is listening. It may seem simple, but it actually requires a lot of practice. When I’m meeting with an executive, I listen deeply, and I ask a lot of questions.

Coaching an executive to have presence, charisma, and to communicate clearly requires not just hearing what is being said, but also the unspoken message underneath. I try to discover my client’s motivations on a deeper level. When I know what makes you tick, then I can figure out how to leverage that information to help you truly engage your audience. So I’ve trained myself to listen for those things.

My goal with every executive I coach is to get them to think through their story and their messaging themselves. It’s not good enough for me to tell you what your message should be. If you don’t feel it at your core, your words won’t feel authentic to your audience.

Sarah is one of a handful of experienced and talented strategic partners I’m proud to call part of Audacia’s team. Together, she and I have over 20 years of experience working with executives and investors. 

We recently put our heads together to write an article for Harvard Business Review about the three big questions investors ask themselves when evaluating a CEO. Reading it will give you insight into why our executive clients always walk away from sessions with Sarah feeling more confident and ready to own their messages. 

Is your firm going through a big transition? Are you a leader who needs support as you develop your communications strategy? Our team is here to help. Contact us to schedule an initial consultation.

People

Meet the Team: Sarah Deming, Manager of Business Operations

At Audacia Strategies, our biggest asset is our people. From the beginning, I’ve known that to build a firm that provides strategic communications for organizations going through big transformations, I needed to build my team intentionally. And I am really excited about how the team has come together.

Long time readers also know that we talk a lot about transparency and walking our talk. So in that spirit, we will be sharing some interviews with Audacia team members giving their take on our evolving culture. First up is our Manager of Business Operations, Sarah Deming.

Interview with Sarah Deming, Manager of Business Operations

Every successful firm needs people who can be the glue holding things together behind the scenes. For us, that’s Sarah Deming. 

Sarah has a background in art management, small business, and operations administration. At Audacia Strategies, she assists with scheduling, email management, human resources, and marketing strategy. She’s eager to take the lead on projects and makes smart decisions for our clients. 

As Audacia Strategies’ Manager of Business Operations, Sarah has a knack for creating and implementing processes that help businesses grow as efficiently as possible. She has an eye for detail and understands the importance of organization and effective communication. In her free time, you can find Sarah reading a good book, making art, or enjoying the great outdoors with her husband and two daughters.

To learn more about what makes working for Audacia a great fit for Sarah, continue reading.

Q | Can you describe your role at Audacia Strategies and how you fit into the team?

I’m a bit of a jack-of-all-trades behind the scenes. My role is part Operations, part Executive Administrator, part Marketing, and part Human Resources. It was really eye-opening recently to sit down with our CEO, Katy (Herr) Hew, and take a closer look at the tasks I perform on a daily basis. The most typical thing about my day is that it’s never typical – each day is a little different and that’s one of the things I love!

Although I work most closely with Katy and our COO, Natalie Homme, I also communicate with our partners, clients, and the rest of our team to schedule meetings. Additionally, I monitor social media, post content, update our website, organize documents, onboard new team members, and so much more.

Q | What is your favorite part about working with Audacia?

The people! We have the absolute best team. Everyone is supportive, open to new ideas, positive, kind, eager to solve problems, and always willing to help each other out. Working with Audacia has shown me that it is possible to find a workplace with a culture that genuinely encourages team members to find the work-life balance that works best for them.

While other places I’ve worked have paid lip service to creating a supportive environment, Katy makes it happen. She cares deeply about Audacia – our mission, clients, and the people who work for her. Trusting her team to enjoy their lives AND deliver results, Katy demonstrates strong leadership every day. She really makes me feel seen. I’m so grateful to be a part of Audacia Strategies and to have a professional woman leader like Katy as a role model.

Q | Can you describe a win or highlight from your time working with Audacia?

When I first began working with Audacia, we switched email marketing providers and I facilitated our migration to the new platform. During that process, I evaluated the current email drip sequence we had set up for new subscribers and saw some areas where it could be improved.

I pitched Katy a new nurture sequence with evergreen content about Audacia and what we can do for businesses going through transformative change, and she loved the idea! Four months later we launched our new and improved nurture sequence, and it’s still yielding amazing results.

By implementing projects like this, it shows me that there are opportunities to grow into a bigger role within the company. Because I’ve seen firsthand how eager Katy is to invest in her people and in our ideas, I’m motivated to actively look for ways to develop on a personal and professional level. It really feels like the sky’s the limit in terms of learning and growing at Audacia.

Q | What do you think makes you especially well suited for your role as Manager of Business Operations?

Being organized and efficient are essential to what I do. If I’m scheduling a meeting, my goal is always to get it on the calendar within 48 hours. Sometimes that’s just not possible, but having this in mind drives me to be responsive and on my toes. It’s like a game I play with myself! 

Also, I take a lot of pride in responding to emails quickly, being friendly and warm, and generally being available to everyone on our team for any and all matters that may arise in the course of doing business. I’ve learned that with a little creativity, most problems have ready solutions. 

Of course, I make sure to set healthy boundaries as well. Because our team is entirely remote, we have to stay committed to make sure working from home doesn’t mean working all the time.

It’s also important for me to use our project management tool to keep track of my tasks so nothing gets overlooked. I write down even the smallest tasks and even create tasks to remind me to follow up on other tasks.

Behind every successful firm, you will find someone like Sarah Deming holding things together and making sure everyone has what they need from an operational standpoint. But Sarah is truly one of a kind. Audacia Strategies wouldn’t be where we are today without Sarah. 

To find out more about how our team has your back, contact us today. Sarah will get back to you to schedule your consultation.

Businesswoman sitting on bed using digital tablet by Jacob Lund from Noun Project

Reading, Listening, and Watching—Closing Out 2020

We’ve packed so much into this final quarter of 2020 that sometimes it doesn’t feel real. But before I head off to rest and enjoy the holidays, I wanted to close out the year with some of what has been massaging my brain and a lot of what I’m planning to catch up on in the coming weeks.

Reading

Honestly, I’ve had a hard time doing much reading lately. I have a lot of stuff queued up on my Kindle, in my Pocket (loving this new tool!), and in (way too many) open browser tabs. So I’m sharing a bit of what I have actually read and more about what I hope to read.

FutureCast

“10 Lessons form CEOs on How to Manage Corporate Reputation in a New Era of Activism”

This is a fascinating read. The overarching themes are all about action, taking control, and shaping your message before someone else does. Also, I love this line: “reputation is today’s employee pension.”

And if you want a good listen, I had the opportunity to engage in a LinkedIn LIVE conversation about all things reputation and communications with the author of the article, Denise Brien. Denise is the managing director of research operations for Purple Strategies—a corporate reputation strategy firm and Courtenay Shipley, President of Retirement Planology.

Professor Galloway

“The Great Dispersion”

Professor Scott Galloway is the author of the recent NYT bestseller, Post Corona. In this article, he discusses how the pandemic has accelerated trends that were already changing how we think about the future of work. There’s a lot to unpack here. As we work toward the next normal, we will have to grapple with the structural issues that are reshaping our culture, reducing empathy and reshaping our concepts of community.

Making Holiday Memories

The Christmas Parade! 

We read this book a lot at our house. The girls love a good read-aloud and I fall asleep with the cadence of the toddler board book stuck in my head: “BOOM biddy BOOM biddy BOOM BOOM BOOM! What is that noise filling the room?”

Planning to Read

From Wired

“A Mission to Make Virtual Parties Actually Fun”

Because we’re going to be social distancing for a while yet and Zoom happy hours just aren’t cutting it anymore and I’m not ready for virtual reality happy hours just yet.

From the Library of Congress

“More About the Business of Scrooge and Marley: An Ethnographic Approach”

Growing up, my family watched A Christmas Carol (always the George C. Scott version – the best!) during the holidays every year. We can (and do) quote it. I can’t wait to geek out over this article.

Listening

I’ve listened to a lot of business and productivity-type podcasts this year—that’s a separate topic in and of itself. But I’ve needed a little more inspiration lately and find myself turning to interviews and memoir-type podcasts.

I’ve never hopped on a Peloton, but I loved this inspiring interview with Peloton Instructor, Tunde Oyeneyin. In addition to her incredible life story, Tunde’s ability to share her message is a masterclass for anyone who needs to communicate, motivate, or inspire others (all of us!).

Code Switch. Every episode of this podcast teaches me something, expands my perspective, and draws me into their reporting and storytelling. The hosts do a fabulous job of weaving the macro-level (big issues) through the individual stories. It’s Apple’s podcast of the year for a reason.

I’m not running as often as I would like these days, but I’m looking forward to pounding some pavement while listening to this interview with Dr. Mark Hyman about the impact nutrition has on our minds and food as a social justice issue.

Watching

I’ve been terrible, utterly terrible about watching television. I just want escapism in my T.V. viewing these days and there is much too much reality on T.V. I’m open to recommendations but at the risk of sounding Grinch-y, no Hallmark Holiday movies please!

I do hope to watch The Social Dilemma and I’m definitely looking forward to the new Wonder Woman movie!

I hope you get a chance to do some reading, listening, and watching during the holidays. And from all of us at Audacia Strategies to you and yours cheers to a very Happy New Year!

Photo credit: Jacob Lund from Noun Project

bold steps

5 Lessons from 5 Years (and What’s Next)

This month, I’m celebrating five years taking bold steps as the CEO of Audacia Strategies! Anniversary messages tend to be like toddlers…all about “me me me me me!” But the truth is—it’s all about YOU, Audacia Strategies’ clients, partners, and community.

As I take time out to reflect and celebrate at the end of a year like none other, I am overcome with gratitude. Your willingness to listen as we strive to balance your current business needs with the future needs of a transforming organization means we can cover more ground more quickly. Your positive responses to our content gives us the confidence to be leaders in our community. And your support on so many fronts makes it a joy to get up and do what we do every day.

So, as I share five lessons from five years in business, I want you to know we’re always thinking about how the lessons we learn can be applied to your organization as well.

1. Choose Your Name and Brand Identity Carefully

What’s in a name? Well, I won’t say the name of your organization is everything, but a great name can be a good conversation starter. And since we’re all in the messaging business in one way or another, it is a good idea to give names and titles careful thought. 

Why the name Audacia?

Here’s the definition:

From audāx ‎(“bold, daring”), from audeō ‎(“I dare”)

  1. daring, audacity
  2. boldness
  3. provocativeness

I chose the name Audacia Strategies because I never want to forget that spark that started me down the path to building my consulting business. With this name, I knew I’d never forget my big “why.” I knew it would be crystal clear to my team, clients, and partners that we are all about taking bold steps and transformative action. We don’t back down. We aren’t afraid to take risks.

More recently, I’ve purposefully shifted a lot of my language (both internal and external) to talking about my team. As I like to say, “this is not the Katy show.” All of this is part of discovering my brand’s true identity. Have you reflected on your organization’s identity lately?

2. Insist Upon Your Values

I also want to keep our company values on the forefront of everyone’s minds. There’s no mistaking what we stand for and because we know actions speak volumes, we make sure to walk our talk.

When I look at the strides we’ve made as a team, I know what works only works because we have clients who share our values. Trust, transparency, and audacity are the key ingredients to our success. But if any of these were missing on either side of the equation, we know we wouldn’t be where we are today.

When organizations have strong values that their customers recognize, it humanizes those organizations. Make sure that you infuse all of your messaging, both internal and external, with your company values. Could your customers list your organization’s values? 

3. Stay On Top of What’s In/What’s Out

Top organizations stay on top of what’s in and what’s out in their industries. Messaging and corporate communications has evolved a lot over the past five years. Just consider how much attitudes about Facebook and other social media platforms have changed during that time. Remember the carefree days before Cambridge-Analytica?

Here’s what stands out in our industry:

 

In Out
Straight talk Flowery prose
Teamwork “It’s faster if I do it myself”
“Revenue Driver” “Cost of doing business”
Progress Perfection
Getting uncomfortable Playing it safe

 

4. Taking Bold Steps Pays

For the past five years, Audacia Strategies has been in growth mode. I knew from the beginning that to meet my ambitious goals, I needed to set my fear aside and take steps I didn’t feel ready to take. I knew I couldn’t sit back and wait for the planets to align. I had to go out and find great partners so that I was ready to serve big clients. I had to believe that if I made smart investments, the revenues would come in and I’d be able to cover those big moves. In short, I had to trust myself, so my clients would trust my team.

Betting big has paid off big for us. It hasn’t always been a perfectly smooth ride, but that’s the point. Smooth rides mean that you’re covering well-trodden territory and change-makers can’t afford to play it safe. What big, bold steps do you need to take to raise your organization to the next level?

5. Look to the Future

So, what’s next? More of what we do best—rolling up our sleeves and diving into your biggest investments and boldest ideas. We’re bringing more firepower to the game with expanded voice of the stakeholder (customer, employee, community) capability, non-financial due diligence offerings, and more straight-talk-results-focused communication strategy.

What else should we be working on? What do you need most? Where would you like Audacia Strategies to focus its efforts in the coming months and years? We would love to hear your ideas for what’s next and what we should be working on! 

Give us your best ideas in this short (90 seconds) survey and we’ll share the responses in 2021. Fill out the survey here. #accountability

Here’s to all of us for making it through 2020! And here’s to another five years and beyond of bold steps for Audacia Strategies, our clients, partners, and community!

Photo credit: by Jacob Lund from the Noun Project

taking bold steps

Taking Bold Steps is Scary—Saddle Up Anyway

“Courage is being scared to death, but saddling up anyway.”

John Wayne

This quote from America’s favorite cowboy resonates with me right now. In a previous blog article, I mentioned that one of my 2020 goals for Audacia Strategies is to continue to scale. As a team, we’re ready to take ourselves to the next level. 

Okay, you might be thinking, so if the team is ready…what’s with this talk about being “scared to death?” Well, taking bold steps can be scary—even for us! And even when you’re confident about your next best move, you may have doubts about the execution. So, let’s talk about what I’m doing to push ahead and lean into my strengths.

What does scaling Audacia mean for you?

Before we get to the business lessons for taking bold steps, it makes sense to talk about what scaling looks like for Audacia and how this will benefit our stakeholders. This will give us some context for discussing our plan and key takeaways.

As with everything we do, we’re always thinking about how we can serve our clients better. Here’s what scaling will allow us to do for our clients:

1. Replicate Successful Client Engagements

Scaling means having the ability to measure and then replicate successful client engagements more easily. Of course, each client is unique, but we bring an approach based on best practices and our experience that works. 

Individual wins are worthy of celebrating. But if we also take the time to examine what really works with an eye toward replicating that success, everyone wins.

2. Contribute Diversity, Experience, and Transparency

Key to scaling is mindfully building a team that not only works seamlessly together, but also brings more diverse perspectives, outstanding experience, and radical transparency to the table.

Audacia’s clients appreciate our unique philosophy of tough love, diplomacy, and truth-telling because taking bold steps means going in with your eyes wide open.

3. Go Broader and Deeper

As we scale, we are looking for ways to help our clients take their transformations to the next level. You have asked for expanded offerings and we’re ready to deliver. We’re adding to our  current service offerings in transformation, investor relations, and strategic communications.  

Scaling our team will allow us to expand our offerings to include, for example:

  • Corporate Responsibility Strategy
  • Voice of the Customer and Voice of the Employee 
  • Market and Competitive Analysis

We’ll also be able to provide deeper expert support on more complex projects and engage seamlessly across multiple stakeholder sets. Stay tuned for a future blog post about the key actions and attributes to consider when building a team.

4. Stay Accountable and Follow Through

Sharing our plans for scaling in this way means we’ll make it happen. Audacia Strategies—the name itself—inspires us to make bold moves and help our clients do the same. Just because we take bold steps, though, doesn’t mean we have no fear.

Taking bold steps can be scary, fear of failure is real! But fear is not a reason to stand still. It’s a sign that we’re on the cusp of something big.

What’s the plan?

  • Get Katy out of the way: It’s time to focus on engaging with the right support teams to identify and develop repeatable work processes. This way I can focus more fully on my role as CEO and my most valuable work with clients. 
  • Use technology to our advantage: We’ll explore project management tools, communication tools, calendaring tools, etc. that will help our team work better together. The trick here is not to add tech just to add it, but to add the tech that adds value. Strategic use of technology will keep us on track and connected. 
  • Establish regular feedback systems: Timely, useful feedback is the only way to make improvements and move forward. We’ll develop feedback systems both for working with clients and within the team.
  • Keep bringing on board the smartest, most interesting, and most candid team members! Got ideas for project managers, communications experts, and amazing business strategists? Send ‘em our way.

Lessons for Taking Bold Steps

How can you take these lessons and apply them to your business? Any transformation or transition phase can be a challenge because you are “operating without a net.” Still, there are steps you can take to make these times feel less chaotic. 

Whether you’re considering how to best scale your team or what bold moves will help you increase your market share, you can learn from what I’m doing to keep myself on track.

Here are the things that I’m working on that may help:

  • Focusing on high-value activities. As CEO, it’s imperative that I use my time most efficiently for the health of the business and that means making the high-value tasks my #1 priority.
  • Eliminating distractions. Related to the first point, I will separate the actions and activities that are mere distractions from those that actually facilitate accomplishing more for my clients (e.g., what can I delegate? Can I find a better workflow here?).
  • Looking for the right qualities. My vision for Audacia Strategies is building a team of people who are more than simply co-workers. So, I’ll be getting very clear on what makes a great teammate, not just a good employee.
  • Setting clear expectations for teammates…and for myself. 99% of business issues stem from a mismatch of expectations. I’m focused on being clear about my expectations and holding us all accountable.
  • Drawing clear boundaries in the business. Boundaries are respectful—with only 24 hours in a day, it’s important to acknowledge that we all have priorities beyond work and that should be respected and celebrated. As an example, technology enables us to do a lot, but it can also enable stressful behaviors such as feeling like we need to be always “on,” like we have to respond instantaneously, and that we have to work at 2am to “keep up”. Technology “off hours” are good!
  • Remembering that we are all more than our work. Personally, I know that I’m more creative, focused, and patient when I have had more sleep (questionable with 10-month-old twins, but #goals), more time with my family and friends, and more time for working out/reading/resting my brain.

We all know we need to take bold steps if we want to grow. So, the next time you start to feel that fear creeping up, have the courage to sit with it. Talk about it. (Maybe blog about it?) Seriously. What if instead of running away from that uneasy feeling, we decided to let it wash over us and really listened to what it was saying?

I’d love to hear your stories about taking bold steps. What’s the single best thing that you have done to make these transformative moments feel less chaotic? Leave a reply below.

Photo credit: nd3000

strategic planning

How to Crush Your 2020 Goals: The Lessons I Learned from a Chaotic 2019

If there’s one thing I learned about myself and my business in 2019, it’s that strategic planning saves lives. Really! 2019 might go down in history as being one of the most chaotic years for my family and my business. And yet, we’re all still here and thriving and business is better than ever.

Much of our success at Audacia Strategies is due to strategic planning. So as I look at the year ahead, I’m considering once again what investments I can double-down on and what needs to change. The challenge is how to build a plan that strikes the right balance between ambition and practicality. Read on for my 2020 insights!

Business Successes in 2019

  1. We added a certification for the state of Maryland as a Minority Business Enterprise (MBE): In addition to receiving our CBE certification in D.C. in 2018, we filed for and received certification from the state of Maryland last year. Passing Maryland’s comprehensive and rigorous certification program makes us eligible to win state-funded contracts. We are also nationally certified by the Women’s Business Enterprise National Council (WBENC)
  2. We supported our clients through big transformations: This past year, we saw many clients navigate executive transitions and corporate restructuring plans. While we tend to focus on how these transformations impact business, we often forget about the emotional impact of change. We witnessed both the vulnerability and the generosity of the human mind during the pivotal moments of 2019. Audacia was honored to be a part of ushering so many new clients into a bright future. 
  3. We saw the value of “radical candor” playing out: When it comes to client relationships and crisis management, what you say is often less important than how you say it. Okay, perhaps both are equally important. But my point is that communications is about more than the words you use. If a situation calls for you to speak truth to power, you’ve got to find the courage to speak your truth. Otherwise, you could be letting down your client or your team or yourself.

At Audacia, we pride ourselves on walking the fine line between diplomacy and radical candor.
This is one of our guiding values and I’m proud to look back and see how many times we chose this value over the “easier” path. 

Audacia’s Strategic Plan for 2020

  1. We will become certified as a women-owned enterprise (WBE) in Virginia: We have built a reputation for being a firm that supports our clients’ diversity initiatives and we are happy to qualify as a supplier for larger-scale projects with diversity thresholds. As we expand our reach and grow with our clients, we are excited to see what new opportunities arise. Our arsenal of certifications will continue to multiply in 2020.
  2. I will be scaling Audacia by continuing to invest in my team: I’ve been strategically growing my team throughout the years and I have awesome people backing me up. Now, as a team, we’re ready to take ourselves to the next level and take on even bigger and bolder client challenges (I’ll talk more specifically about scaling my team in a future blog article). This means, among other things, investing in replicable processes and investing in the right systems to keep us in synch. This is not just the “Katy Show” anymore!
  3. I will be better at managing technology and its impact on my life: I bet we all could benefit from making this one of our New Year’s resolutions (here’s a resource to help you think about implementing your own “digital diet”). Technology is wonderful in so many ways, but it can be a distraction if we don’t use it to support our intentions. So, I’ll be looking for ways to be more focused at work and more focused during family time. As the twins grow, I know how important it is to set these boundaries. For starters, I’ll be creating defined “lights out” and “offline” times at home. What about you? Are you with me?
  4. More of the above: 2020 will bring more clients facing big shifts in need of Audacia’s special blend of tough love, enthusiasm for getting sh*t done, and honest, candid feedback. Stay tuned for all that we’ll be cooking up for you throughout the year!

Here are 3 tips for crushing your 2020 business goals:

Include your senior team in your strategic planning process by sitting down with your team to discuss the following three practical ideas.

1. Be ruthless about your successes and failures.

It’s tempting to leave Q4 2019 in the dust and let everything that happened in those last three months fall by the wayside in our excitement to look ahead. Don’t give yourself a pass, though. Instead, focus on the 3-5 biggest successes, so you can double-down on them in the next 90 days and capture the 3-5 biggest lessons learned, so you can strategize about fixing whatever went wrong.

2. Back up your 2020 vision with strategic initiatives.

All successful leaders have this in common: they have a strong vision that they can communicate with others. The second part is really key: no matter how clear your vision for your organization is in your own mind, if others don’t see what you see, that vision won’t come to fruition. Make sure others know how to implement your vision by tying it back to specific strategic initiatives. To do this, divide your team into groups and have them brainstorm 3-5 strategic initiatives (i.e., focused projects) that will bring you closer to each of your annual goals. If they execute on their initiatives, then you’ll likely achieve your goals.

3. Build your communications plan.

The final step in strategic planning is communicating the plan to everyone in your organization. Get your team together and agree on some communications ground rules. Agree together as a group on what needs to be communicated throughout the organization and when. It’s great to kickoff the year with a town-hall type meeting to discuss your strategic plan. But what happens after the dust settles? Do you have a plan for managers and leaders to meet with their smaller teams to talk about how their units fit into the bigger picture? Do employees understand how their work fits within the broader strategic plan?  

Looking at your year, what are the biggest shifts you anticipate making? Can you start planning for those shifts now? Would enlisting the help of Audacia’s team of experts help you attain any of those audacious goals

Schedule a consultation and let’s start brainstorming your transformation strategic plan today!

Photo credit: http://www.monkeybusinessimages.com/

reading, listening, watching

Reading, Listening, and Watching—It’s That Time of Year Again

2019 has been a YEAR. There as been so much good to celebrate. In March, we welcomed twin girls, Mila and Fiona. This is also (coincidentally?) about the time that we stopped sleeping, reading books, or being able to focus for long periods of time. Lol. So you might wonder what I could possibly offer in the way of recommendations for reading, listening, and watching. 

But as a result of my new normal, I’ve learned that audiobooks are amazing, rekindled my love of podcasts, and enjoyed long(er)-form articles that can be read on my phone, one-handed at previously unknown hours of the morning/night. Yep. This is my new normal and I wouldn’t trade it for the world.

I love a good fresh start—new school year, birthdays, new calendar year. As we head into a new year and a new decade, it feels like the right time to consider the bigger picture. I’m thinking about setting boundaries, creating systems, and being present in my life. I’m asking how I can show up as my best self for myself, my family, my clients, and my community. 

Here are some recommendations from my reading, listening, and watching lists in 2019:

Reading

1. This article: You Don’t Need More Motivation—You Need a System is a great quick read with tips you can implement immediately. 

Staying productive is a challenge for all of us. Whether you consider yourself to be a “procrastinator” or not, the key to sticking to your priorities and getting the important tasks done each day is finding a routine that works for you.

Of course, before you can create the systems that will help you to accomplish your goals, you’ve got to take the time to set those goals. Here’s a set of worksheets I discovered. 

I’m going to work through these over the holidays. Also, vision and goal setting via Lululemon—who knew? 

2. This op-ed: The Inevitable Takedown of the Female CEO has me thinking about the importance of setting corporate culture, our expectations of leaders, and the insidious nature of bias. 

As Audacia Strategies enters its 5th year (Stay tuned for anniversary/birthday celebrations next year!), I’m focused on doing the hard work of building a company where people want to work. We are growing and I’m spending a lot of time thinking about scaling, company culture, and client success. 

I’m also thinking a lot about how to understand what clients need, Audacia’s values and the value our team provides from the client’s perspective. 

3. This manifesto of a company’s “Why” in memo form: We Don’t Sell Saddles Here was sent to the team at Tiny Speck, the makers of Slack, on July 31, 2013—two weeks before the launch of Slack’s ‘Preview Release’. 

Here’s a great quote from the article: “Sell the innovation, not the product. The best—maybe the only?—real, direct measure of “innovation” is change in human behaviour.”

4. This LinkedIn article: After 25 years studying innovation, here is what I have learned reminds us that innovation isn’t one-size-fits-all. 

In the article, the inimitable Clayton Christensen, author of The Innovator’s Dilemma, offers us 5 key findings from his time studying innovation, management, and people. I found #4 particularly compelling. How often do we forget that we are more than our careers and our businesses? Christensen reminds us, it’s easy for high-achievers to “underinvest in their families and overinvest in their careers.”

Listening

1. Click Here to Apply podcast. I’ve been listening to and loving Tony Sheng’s podcast. Each week, Tony interviews interesting people as he tries to figure out what he really wants to do with his own career. 

In one especially interesting episode, Erik Torenberg discusses how we should build career moats. I think this analogy is spot on. If we don’t defend the castle that is our growing business or our career, we risk losing ourselves every time we come under siege.

2. The Startup podcast. I’m that person who learned about the Startup from an episode of This American Life way back in 2014. I’ve been along for the ride with the Startup team ever since and love their (sometimes cringe-worthy) candor in sharing their experiences. So I’m passing on the recommendation.

The final season of the Startup podcast is available on whatever platform you prefer to get your podcasts. This last season charting their path to acquisition by Spotify was really fascinating. 

3. Dan Doran’s interview with yours truly. Speaking of fascinating recommendations (and with apologies for the shameless self-promotion), the episode of Dan Doran’s podcast where he interviews me was his most listened to episode of the year. If you missed it, you can find it here or listen on the Quantive website. 

Do you know of a great podcast looking for a guest like me? Let me know (katy@audaciastrategies.com)! 

Watching

1. The Irishman (Netflix film). I haven’t been as good about watching television lately. BUT we did watch The Irishman the other week. It’s not for the faint of heart, but it was compelling. I’d expect nothing less from an all-star cast of De Niro, Pesci, and Pacino. Special thanks to my husband, Chris, for making me put down my phone to watch it!

2. One Nation Under Stress (HBO documentary). I watched this one during a solo night at home. It’s thought-provoking and resonant for its personal appeal and also the implications for our community at large.

3. The Marvelous Mrs. Maisel (again). We just started Season 3 and I am literally giddy to queue up Amazon and reconnect with Midge and friends after we put the twins down. This show is a breath of fresh air and dialogue #goals. Someday, I’ll have comebacks as snappy as Midge! 

As we wind down another year (and the decade, what?), I hope you’ll take some time to reflect on your year. In the rush to think about our business goals for 2020 and the wonderful, but distracting holiday chaos, it’s easy to forget to really take stock of everything we’ve accomplished. But it’s so important to take the time to look back.

What were your biggest accomplishments in 2019? What are you considering as we head into 2020? What are your recommendations for reading, listening, and watching?

From our family to yours, we wish you a happy and relaxing holiday season and a healthy new year (new decade!).

Photo credit: Jetstream4wd (Getty Images Pro)

business goals

3 Big Investments We’re Doubling-Down On in 2019

January is a good month to take stock—or so my Marie Kondo-loving friends tell me. It really is a great time in the business cycle to think back over the past year, to consider what worked and what could have gone better, and to make business goals for the year ahead.

Here at Audacia Strategies, I’m feeling so much clarity around what types of organizations we serve and where we can add the most value for our clients. Now we can focus on thinking strategically about how to double-down on our biggest investments and accomplishments to bring even more value for our clients going forward.

Here’s a small window into our business goals for the coming year:

The Big 3 for Audacia in 2018

1. We became certified as a women-owned enterprise (WBE): It took the better part of the year to get the paperwork completed, filed, and to receive our certifications (one of our major 2018 business goals). But we are now officially a Woman-Owned Small Business or WOSB (in the eyes of the Federal Government). We are also nationally certified by the Women’s Business Enterprise National Council (WBENC) and received our CBE certification in D.C. We’ll receive additional state-level certifications soon.

Big InvestmentsThese certifications position Audacia to better support clients’ supplier diversity objectives, engage directly with federal, state, and local government initiatives, and support larger-scale projects with diverse financing requirements. Being woman-owned certified also gives us the opportunity to reach a broader audience. We are proud to participate in programs that support and encourage women to own businesses in industries where women have been historically underrepresented.

2. We helped our clients win new business: This is some of the most rewarding and satisfying work we do at Audacia. When our hard work and collaboration results in clients winning new business, there’s no doubt we’re delivering at a high level. This kind of feedback reaffirms that our systems and procedures are working.

For example:

  • We helped an EdTech client land 8 new clients in 9 months by reviewing the market and competitive landscape to develop their product launch strategy, message development, and activate an ongoing marketing strategy.
  • We helped a growing government contractor develop a message architecture and segmented stakeholder messaging strategy to leverage their government expertise to expand into adjacent commercial markets. As a result, they have already inked a strategic alignment contract with a major commercial provider in their space and are in discussions with others.
  • We prepared an established government contractor to attend their first investor conference in their 15-year history. Our team worked to develop investor messaging, (i.e., strategic rationale, value proposition, and investment case development) and an investor presentation for the firm. We trained leaders in Reg FD requirements and presentation delivery. And we equipped key executives to handle “live fire” investor Q&A.

3. We helped our clients get recognized for their innovation: Bringing an innovative product or service to market carries certain inherent risks. But having a strong team behind you to brainstorm ideas, challenge assumptions, and provide an additional perspective can mitigate these risks.

For example:

  • We developed the messaging strategy for an innovative nonprofit in the higher education space. Our client was highlighted as a key innovator in higher education by the U.S. Department of Education.
  • We supported the successful CEO transition of a 55-year old government contractor and the strategy to support the subsequent transformational realignment to more closely align the business with its strategic markets. The firm has achieved higher internal employee engagement and is ready to bring their refreshed message to current and new clients.

Looking Ahead to Our 2019 Business Goals

1. We will forge ahead with additional state-level certifications: This is key as Audacia looks to better support our clients as they, in turn, support their clients. Think: transformational systems implementations. This is not a new business area for us, but these certifications provide a new way for us to enable successful business transformations at all levels.

2. We will continue to support our clients biggest transformational moments/goals/ideas: In 2018 we had the opportunity to support c-suite transitions, mergers and acquisitions, new product launches, and new investor relations strategies. We also expanded and cultivated our network of business partnerships, so that in working with Audacia, our clients gain access to even more strategic resources. We’re going to continue that work in 2019 as we look to help even more companies get the biggest bang for their transformation buck.

3. We will show leadership in promoting corporate responsibility and effective crisis management: Now more than ever, our analyses show investors and stakeholders care about demonstrated success in corporate responsibility. It’s often difficult for firms to evaluate their own cultures and even more difficult to implement change without an outsider’s perspective. If this isn’t on the radar of your leadership, let’s get going and get you on track! This is of special interest for organizations eyeing mergers and acquisitions. Making a strong case in terms of the numbers, may not be enough for investors these days. We’re staying ahead of the game, bringing new service offerings in this area in 2019.

How are you looking to grow and transform in the new year? What big accomplishments and investments from 2018 are you doubling-down on? What business goals do you hope to achieve in 2019?

If Audacia can support you in your business goals, let’s find time to talk about your needs. Your first step is scheduling a 30-minute introductory call with yours truly. Let’s make your 2019 truly transformational!

Photo credit: Cathy Yeulet