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6-Month Summer Strategy Sync

What's Inside... Summertime Strategy Your Fall Retreat Ways to Work Together 1. Summertime Strategy I love summer. Glorious days of beach trips, early morning swim practice, and endless tennis. It's hard to believe we're already half way through the year. Is a 6-month summer strategy sync top on your list? Maybe, like me, you'd rather be outside than reviewing dashboards & crunching numbers. But the truth is, a mid-year check-in is important and doesn't take much time. Gather necessary data...

Today, Maly Strategies celebrates 5 years! My how time flies! I am overwhelmed with gratitude.... I thank God for planting the creative dream inside me & giving me the courage to pursue it. I thank my husband for making me laugh. I thank my kids for reminding me to play. Thank you colleagues for your support on this entrepreneurial journey. And finally thank you to my clients for sharing your trust, your highs and your lows, and for letting me be a part of your journey. I'm excited for what's...

What's Inside... Vision 2035 Translating Vision into Action Ways to Work Together 1. Vision 2035 Recently, I've partnered with several clients to help them create Bold Goals. These Bold Goals define the future they want to create by 2035. Some ideas we've talked out in our strategy sessions include: Creating an AI-native organization Achieving regional or national impact Changing lives Creating new service lines Transforming revenue models Increasing profit Expanding teams Establishing new...

What's Inside... Your Strategic No Love/Neutral/Can't Stand Ways to Work Together 1. Your Strategic No The power to choose is a gift. In business, as in life, a Strategic No unleashes the power of YES. It may look like: Yes, I will lead a Scout Troop. No, I will not serve on the PTA. Yes, I will focus on professional services businesses and non-profits navigating the challenges of growth. No, I will not try to serve everyone. What’s your company's Strategic No? Define your vision of success &...

What's Inside... Why Cash Flow is Critical to Strategy 4 Strategies to Boost Cash Flow Ways to Work Together 1. Why Cash Flow is Critical to Strategy A growing professional services company recently charted their 3-year strategy. As part of our engagement, I reviewed their P&L over the last 5 years. We reviewed data & graphs showing – Revenue by year Expenses by year Net income by year Net profit margin by year Annual revenue by business line by year and more... The analysis revealed – Paying...

What's Inside... Hard Decisions 4 Strategies to Navigate Change Ways to Work Together 1. Hard Decisions In 2022, one of my long-time clients decided to pivot their strategic direction. They wound down 1 service line to focus on building 2 other service lines. A re-org followed along with repositioning, downsizing, upskilling, and more. Today, they've exceeded their revenue goals and are expanding again with a team that is aligned towards a common vision. Strategy means making hard decisions....

What's Inside... Highlights from Philly Smart Growth Ways to Work Together 1. Highlights from Philly A long-time client recently gathered in Philly. We looked at organizational growth over the last 5 years. 4x revenue 8x increase in team Expanded geographic footprint The team celebrated wins from the prior 3-year strategic plan. They laughed and built memories, continuing to develop the camaraderie that drives successful organizations. And then they did the hard (& fun) work of developing...

What's Inside... Welcome Back 3 Key Growth Drivers Ways to Work Together 1. Welcome Back Happy New Year! I hope you each enjoyed a restful holiday & feel rejuvenated for the year ahead. I appreciated time away to disconnect and reset. As we embark upon 2025, it's important to define what success looks like. It is....More profit? More time with family? More autonomy? Less stress? If we can't visualize success then it's hard to know when we hit the mark. Consider an athlete who's uncertain if...

What's Inside... It's Raining Metrics Celebrate Success Ways to Work Together 1. It's Raining Metrics 15% increase in profit...200% increase in cash flow...1 new operating model to drive $50m growth...100% on-time delivery...1 acquisition...Doubled revenue...1 strategic pivot...3 new service lines...1 new total compensation model...100% leadership team retention...1 national award...These are just a few wins I'm celebrating with my clients this year. 2. Celebrate Success Having a strategy is...

What's Inside... Where the Rubber Meets the Road The Growth Triad Ways to Work Together 1. Where the Rubber Meets the Road I often hear, "We want to GROW!" The declaration generates excitement, akin to magical gift giveaways. "You get a car! And you get a car! Everybody gets a car!" It's a start, but the reality is 'grow' is not a strategy. And most companies don't want to grow so rapidly they can't keep up with quality or demand. Processes and systems break down, team communication dwindles,...