AchieveIt
The Strategy Gap
The Strategy Gap A show about the space between savvy strategy and practical execution — and everything that can go wrong on the way. Ever finish out the workday and realize you were super busy but didn’t actually accomplish what you wanted? A lot of companies operate this way. Many of us know where we want our organization to go, but struggle to understand how we’re progressing and how to make sure we get there. This is a show about the best-laid plans, properly executing as you scale, and the processes you need to achieve your goals. In this show, hosted by Jonathan Morgan and Joe Krause, e...
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Épisodes
The Role of Accountability in Strategic Success 11.06.2025 33:16
Who’s actually accountable in your strategic plan? If your answer includes more than one name… that might be the root of your execution problems. In this episode of The Strategy Gap, hosts Jonathan Morgan (SVP of Operations at AchieveIt) and Joe Krause (SVP of Strategy Consulting) tackle one of the most misunderstood pillars of execution: accountability. From the danger of group-think to the power...
How to Boost Innovation and Strategy Through Cross-Team Collaboration 30.04.2025 29:44
Collaboration isn’t just a buzzword — it’s the backbone of strategy execution. In this episode of The Strategy Gap, hosts Jonathan Morgan (SVP of Operations) and Joe Krause (SVP of Strategy Consulting) dig into why so many organizations say they value collaboration but still fail to practice it. From breaking down silos to running meetings that don’t suck, they share real-world lessons (and hard t...
Alignment & Leadership: Why Most Strategic Plans Fail (and How to Fix Them) 17.04.2025 31:40
In this episode of The Strategy Gap, we dive into the first pillar of the 2025 State of Strategy Execution Report: Alignment and Leadership. Hosts Jonathan Morgan, SVP of Operations at AchieveIt, and Joe Krause, SVP of Strategy Consulting, break down why so many strategic plans crumble at the top—and what leaders can do to reverse course. From lackluster vision statements to inconsistent communica...
Introducing the State of Strategy Execution 2025 05.03.2025 42:15
Are you actually executing your strategy—or just making plans that collect dust? In this episode of The Strategy Gap, we dive into the key findings from the 2025 State of Strategy Execution report and break down what separates high-performing organizations from the rest. Hosting the conversation are Jonathan Morgan, SVP of Operations at AchieveIt, and Joe Krause, SVP of Strategy Consulting, two of...
Advocating for Impact: Building a Case for Strategic Initiatives 12.02.2025 36:20
How do you transition from commodities trading to leading strategy at a global mental health company? Mark Muston, Head of Business Operations & Strategy at Modern Health, shares how he made the leap, why hiring for potential matters more than a perfect resume, and how to pitch leadership like a startup founder. If you’re in strategy, operations, or just trying to build a team that actually ge...
Startups vs. Corporates: Innovating AI in the High-Stakes World of Healthcare 29.01.2025 30:27
Can a startup stay agile while scaling—and still innovate? In this episode of The Strategy Gap, we're joined by Dave McMullin, Chief Strategy Officer at Anumana, to dive into the balancing act of startup strategy. With experience spanning biotech giants and high-growth startups, Dave shares his insights on aligning long-term vision with short-term wins, keeping innovation alive while building stru...
Why Alignment Matters: Insights on Building Unified Organizations 15.01.2025 33:40
Ready to uncover the secrets to true organizational alignment and long-term strategic success? In this episode of The Strategy Gap, we’re joined by Ken Sagendorf, Chief Strategy Officer at True Alignment and host of the True Alignment Podcast. With decades of experience as a strategic leader, innovator, and educator, Ken brings unparalleled insights into bridging the gap between strategy creation...
The Human Side of Strategy: Engaging Teams in Nonprofit Work 18.12.2024 28:53
What does it take to turn strategy into real, actionable results? In this episode of The Strategy Gap, Jonathan Morgan and Joe Krause sit down with Dave Parker, Chief Strategy & Innovation Officer at Evergreen Life Services. With decades of experience in both for-profit and nonprofit sectors, Dave shares his unique insights on blending innovation, collaboration, and strategic clarity. From his...
Why Technology Needs a Seat at the Strategy Table 11.12.2024 33:26
In this episode of The Strategy Gap, hosts Jonathan Morgan and Joe Krause sit down with Tonjia Coverdale , Senior Vice President and Chief Strategy Officer for Operations and Technology at Associated Bank. With over 25 years of experience in technology and strategic leadership, Tonjia brings a unique perspective on how organizations can elevate technology from a back-office function to a powerful...
The Impact of Family Values and Global Trends on Strategy 27.11.2024 32:18
What makes a business thrive in a constantly evolving world? According to Victor André Gamas Mayer, Managing Partner of Gamas Group, the answer lies in mindset, culture, and values. As the leader of a fourth-generation family business, Victor brings a unique perspective on balancing tradition with innovation. In this episode of The Strategy Gap , hosts Jonathan Morgan and Joe Krause explore how Ga...
Conscious Capitalism: Balancing Profit and Purpose in Strategy 13.11.2024 40:03
In this episode of The Strategy Gap , hosts Jonathan Morgan and Joe Krause are joined by Tino Mantella, a seasoned executive with vast experience across industries including nonprofits, technology, and government. Tino shares his insights on the critical elements of strategic planning, the power of conscious capitalism, and the importance of aligning organizational culture with leadership goals. F...
Scaling Innovation: Strategies for Startups and Corporations 30.10.2024 30:06
In this episode of The Strategy Gap, hosts Jonathan Morgan and Joe Krause interview Abhay Jain, VP of Strategy and Business Development at A+E Networks. They explore strategy creation, innovation, and execution in various organizations, emphasizing the importance of solving real problems to attract the right talent for startups. Abhay shares insights on commercial real estate, focusing on lifestyl...
How to See Around Corners: Foresight and Innovation in Strategy 16.10.2024 32:22
In Episode 31 of The Strategy Gap, hosts Jonathan Morgan and Joe Krause speak with with Eric Schurr, Chief Strategy Officer at Sunrise Banks. Eric brings over two decades of experience leading financial services organizations through transformational change and has extensive expertise in fintech, digital banking, strategy development, and leadership. Together, they look at how Eric's extensive exp...
Navigating Sales Ops Challenges: Insights from Netflix’s Isha Dhar 02.10.2024 28:57
In this episode of The Strategy Gap, Jonathan Morgan and Joe Krause sit down with Isha Dhar, a talented leader currently heading Global Sales Strategy and Operations for Netflix's new ads platform. With over 15 years of experience in sales operations, business development, and analytics at big names like Meta Platforms and Dell Technologies, Isha offers a treasure trove of insights. She’s got an M...
Strategy Through Brand: Carving the Path for Your Organization 18.09.2024 33:51
Jonathan and Joe sit down with Cheryl Farr, founder of Signal Brand Innovation, for a powerful deep dive into what makes or breaks a brand. Drawing from her work with giants like Nike and Coca-Cola, Cheryl reveals why true brand leadership goes far beyond logos and slogans—it’s about staying authentic to your core values. From Minnetonka Moccasins’ rebranding success to Allbirds’ missteps, and a...
Mastering Strategy Execution: A Chief Strategy Officer's Approach 04.09.2024 28:40
In this episode of "The Strategy Gap", hosts Jonathan Morgan and Joe Krause engage in a robust conversation with Marc Mertz, the Chief Strategy Officer at Kaweah Health. Marc, who has over 25 years of experience in the healthcare industry, delves into the significant role of a Chief Strategy Officer (CSO). He explains that a CSO is pivotal in leading the development of the strategic plan, engaging...
Navigating Market Shifts in Higher Education with Strategic Innovation 21.08.2024 31:04
Curious about how universities are navigating the fast-changing landscape of higher education? In this episode of The Strategy Gap, Jonathan Morgan and Joe Krause welcome Shawn Daley, the Chief Strategy and Business Development Officer at George Fox University, for a deep dive into the challenges and innovations shaping the future of academia. Discover how higher ed institutions are borrowing stra...
Balanced Strategy: Mastering the Art of Zooming In and Out 17.07.2024 27:38
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 leaders...
Storm-Proof Strategy: Navigating Uncertainty and Times of Change 02.07.2024 32:36
When it comes to navigating turbulence and developing strategy in the face of challenges, few industries are more weathered than education. With how quickly education standards and practices are evolving—and how many stakeholders are involved—it’s hard to think of many areas that have more lessons to offer to all manner of strategists. This week, Larkin Briley , Assistant Vice President of Strateg...
Leading Without Authority: Effective Change Management in Strategy 18.06.2024 30:13
For humans, the fear of change is so real and pervasive that there’s a word for it: metathesiophobia. Even if you didn’t know about this clinical term until now, you’re probably aware that organizations and teams of all types suffer from a fear of change—especially because there’s no shortage of examples of change being implemented ineffectively due to poor strategy or leadership. In today’s episo...
Brainstorming Your Way to Better Strategy 05.06.2024 32:44
This week, hosts Joe Krause (SVP of Strategy Consulting at AchieveIt) and Jonathan Martin (VP of Revenue Operations and Head of Marketing at AchieveIt) have a wide-ranging conversation on how to integrate brainstorming into the strategy process. From dos and don’ts to challenges and benefits, Joe and Jonathan cover how all manner of organizations—especially those looking to pivot or shake things u...
From Project Management to Execution: Strategy Insights from Healthcare 15.05.2024 30:46
If you want outside-the-box thinking, it pays to spend some time living outside the box that is conventional strategy and corporate structure. This week’s guest, Daniel Keene, Director of Strategy & Operations, has taken an unconventional route to his current role in healthcare overseeing the operations and strategy of large patient support systems—with stops along the way in aerospace enginee...
BizOps 101: Driving Strategy, Execution, and Trust 01.05.2024 28:13
When we think about strategy, we usually picture two groups: those who come up with high-level vision, and those who execute that vision through a strategy. But how do we actually get from ideation to execution? And who’s responsible for seeing that through? Shobhna Upadhyaya, BizOps & Strategy Leader, joins the podcast to talk about business operations (aka BizOps), which she explains as the...
Exploration vs Exploitation: Partnership's Role in Strategy Execution 17.04.2024 31:18
Given how dynamic and complex our world is, there’s no place for rigid and siloed approaches to strategy. This week, 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 te...
What Is (and Isn’t) Strategy? 03.04.2024 31:10
Sometimes a strategy fails because it’s a poor strategy. But sometimes it fails because it’s not really a strategy at all. So what are the attributes of a strategy—and how does it differ from other measures implemented to help an organization achieve its goals? Joining us to answer this question (and many others) is Dr. Alok Tewari, Vice President of Operations Strategy and Execution. Alok has lev...
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