Strategic Alignment – Blog

July 30, 2025

Change Sucks (Even When It’s for the Better)

The process of change comes with chaos and complexity – sometimes more than what you started with. You get through the process by maintaining vision while tolerating the chaos and complexity. (Even when the end result isn’t perfectly defined.)

Processes & Productivity/Strategic Alignment

May 5, 2024

Asking & Listening: The Problem with Qualitative Data … and what to do about it

When it comes to quantitative data (i.e., number data), we’ve come up with a lot of “scientific” standards for assessing quality of the data and how confident we should feel about the conclusions we draw from that data. At its most basic level, that’s things like having a sufficiently large sample size (i.e., a minimum of 30, but more is...

Data Strategy/Strategic Alignment

January 9, 2023

The Client Intake Process

Are you sabotaging your business by making it too easy to work with you? So much of today’s business rhetoric is about “removing barriers.” But you’re introducing barriers if your client intake processes and intake forms are not, at every step of the way, helping you make meaningful progress towards a successful outcome. In practice, these barriers look like In this post,...

Processes & Productivity/Strategic Alignment

January 9, 2023

Client Intake Forms

One of the primary tools of the client intake process is the intake form. In this post, I talk about how to set up tools like your client intake forms to help make your client intake processes as simple and efficient as they need to be. What is a client intake form? Client intake forms go beyond the formality of collecting names...

Data Strategy/Processes & Productivity/Strategic Alignment

April 19, 2021

How I adapted my in-person presentation SOPs for a virtual world | A SOP Story

TL;DR It’s rare that what works in person will perfectly transfer to virtual settings, and vice versa. When transitioning, it’s important to (1) identify your “must haves” in terms of those things you must keep in order to preserve your brand identity and quality of work and (2) vet and tweak your new format according to those “must haves.” Survey...