I engage in and encourage healthy, timely debate.
What is being candid?
This refers to the unspoken values, norms, and behaviors that shape a workplace.
What is culture?
Leaders develop trust by aligning their words with these
What is their actions?
These measurable outcomes help track progress toward strategic goals.
What are key performance indicators (KPIs)?
A new software platform that requires an upfront purchase and implementation would fall under this.
What is CapEx or Investment?
I prioritize resources to deliver what's most valuable for clients and internal partners.
What is driving outcomes?
Organizational leadership requires balancing task execution with this critical soft skill.
What is emotional intelligence (EQ)?
This short, compelling narrative communicates who you are and what you bring to the table.
Strategic planning typically spans this number of years.
What is 3 to 5 years?
These expenses occur repeatedly and are essential for running the day to day business.
What are OpEx or BAU?
I build increasing knowledge of industry, product, and advice trends.
What is build expertise?
A leader who creates their replacement through hiring or mentorship is practicing this.
What is succession planning?
This grows when people not only see you for the work you do, but also hear you articulate its value.
What is visibility?
Effective strategy often involves doing this to non-essential activities or distractions.
What is saying no?
CapEx investments must align with what two guiding elements?
What are long-term goals and organizational strategy?
I guide crew to progress against a high quality personal development plan.
What is develop others?
Organizational transformation is often slow due to resistance to this.
What is change?
When you influence peers, clients, or stakeholders by creating/sharing future-focused perspectives (think whitepapers), you’re practicing this.
What is thought leadership?
This type of simulation helps teams walk through a strategic scenario without real world consequences.
What is a tabletop exercise?
Leaders must consider this financial metric to weigh the return on major CapEx investments.
What is ROI (Return on Invesment)?
I proactively seek out different perspectives, including those from outside Vanguard.
What is cultivate difference?
These invisible walls within companies block collaboration and communication across divisions/departments/teams.
What are silos?
This leadership currency grows when you consistently deliver results and build relationships.
What is reputation capital or influence?
A strong strategy starts with this short, high-level statement describing why an organization exists.
What is a mission statement or purpose? To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.
Moving IT infrastructure to the cloud often shifts spending from CapEx to this