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Strategy Alignment: The Overlooked Force Multiplier of Value Creation
My daughter was a coxswain for her high school crew team. Her job was to steer the boat toward the finish line, keep the team focused, navigate obstacles, and—perhaps most importantly—keep eight rowers in sync. When the crew was aligned, you could feel the difference. Each stroke reinforced the next, creating momentum and building speed. The boat moved through the water with an almost effortless rhythm. But when alignment broke down, so did the speed. A missed stroke or compe
Aug 263 min read


Is Your Strategy Being Well Executed? A Checklist to Stay on Course
Before every takeoff, pilots go through a checklist: route confirmed, systems verified, issues identified, problems avoided. Checklists reduce the risk of missed steps, keep focus on what matters most, and improve performance. They’re useful under routine conditions but quickly become critical when conditions grow turbulent. Strategy execution is much the same. Strategy provides the flight plan. Execution determines how the company reaches its destination—or whether it arrive
Aug 113 min read


Do You Have the Right Growth Strategy?
Take the next 5 minutes to find out. Companies with the wrong growth strategy feel it. Companies with the right growth strategy know it. When strategy is off, CEOs tell us, “We’re working harder than ever, but it doesn’t feel like we’re making the progress we should.” Some tell us, “We have too many priorities.” Others lament that “Decision-making takes forever” and “Every opportunity turns into a debate.” But when the strategy is right, we hear a whole different set of con
Jun 293 min read


Future Proofing Your Growth Strategy: A Guide for CEOs
According to PwC’s Global Insolvency report on 2025 Reflections and 2026 Projections, “The number of Chapter 11 bankruptcies hit a decade-long high in 2025 and activity is primed to continue into 2026.” That lagging indicator isn’t exactly rosy. The reality is we don’t know what next year—or even next quarter—will look like. We’re in a period of sustained volatility. Markets are shifting, signals are mixed, and the future isn’t following a single, predictable path. The good n
Apr 244 min read


Thanks for Showing What Strategy Well Executed Really Means
Growth success starts with developing the right strategy but hinges on what comes next: execution. This step can be challenging and is often where things start to unravel. In fact, growth strategy success is much more likely to falter from execution breakdown than from poor strategic thinking. There’s a real hazard in not quite making the leap from strategic planning to practice. The safeguard is intentional integration of strategy planning and execution. When you intentio
Mar 255 min read


Is Your Growth Strategy Set Up for Success? (Take Our Quiz to Find Out)
When a sales team isn’t hitting their numbers, one of the first questions we need to ask is: Are they set up for success? The same question applies to leadership teams when they’re struggling to execute a growth strategy: Are they set up for success? When growth strategies are unclear, unfocused, lack commitment across the team, or simply aren’t very doable, leadership teams are almost certain to lose traction. By contrast, strategies that work consistently are grounded in
Nov 18, 20253 min read


5 Hidden Costs of Unclear Strategic Vision + 2 Steps To Gain Clarity
“Fuzzy” strategic vision increases the odds for disappointing revenue and earnings growth. Even worse, it allows corrosive costs to creep in that sap productivity and morale before CEOs, leadership teams, and owners even notice. What does success look like? Without a definitive answer, its common for leadership teams—and everyone else—to get mired down and incur hidden costs that make it harder to run the business profitably. In this post, we’ll dig into five corr
Oct 28, 20255 min read


Does Your Company’s Growth Engine Need a Tune-Up?
A summer drive with the sunroof open and the music turned up high—what a feeling! Unless your engine starts losing power…then that feeling is gone right out the window. When our customers are happy, the sales team is crushing it, and everything is humming along, business growth can feel just like that summer drive, like we’re on top of the world. But when things stutter and lurch, and growth starts to slow, it might just have something to do with your firm’s Growth Engine. He
Oct 8, 20254 min read


PIVOT 20/20: Planning in Volatile & Opportunistic Times
We first introduced PIVOT (Planning in Volatile & Opportunistic Times) back in 2020 as the world grappled with the COVID-19 pandemic. To...
Aug 27, 20254 min read


Goodbye SWOT! Four Steps to Take Your Best Shot!
For decades, SWOT—Strengths, Weaknesses, Opportunities, Threats—has been a go-to tool for strategic planning. But for today’s mid-market...
May 1, 20254 min read


Three Key Ingredients That Make a Successful 'Strategic Recipe'
Every award-winning chef has a book of winning recipes that is chock full of extensive ingredient lists and detailed step-by-step...
Mar 27, 20254 min read


"Thanks for Helping Us Change" - Four Success Stories from the Front Lines
Why do we change? To achieve better outcomes. But if you’ve ever tried to get your team to alter long-standing habits, you know just how...
Feb 4, 20255 min read


5 Strategic Solutions to Move Your Team from Chaotic to Clarity
If my daughter’s high school crew team (feel free to review our 2022 post - The Power of Alignment ) was to have a prayer of winning...
Nov 25, 20245 min read


What DOES Future Success Actually Look Like? It Matters a Lot.
What does future success look like? It seems like a simple question. Yet, this is not a simple question for many midmarket firms. When...
Mar 20, 20244 min read


Building Your Growth GAMEPlan - The Shepherd Way
One thing is certain, to grow is to change. When transitioning from a family led business to private equity, many management teams are...
Jan 23, 20243 min read


Seven Critical Strategic Planning Missteps to Avoid Now
The business landscape is littered with strategic plans that went nowhere. They sit on the proverbial shelf, many never even seeing the...
Oct 7, 20233 min read


A New Strategic Mindset Could Unleash Your Company
Many businesses have momentary success, only later to endure long-term challenges. We’ve seen businesses that have endured those...
Jul 22, 20232 min read


Is Your Growth Game Plan Working?
A common recipe for companies trying to repair underperforming revenues and margins is a hasty meeting to “fix” sales, “boost” marketing...
May 31, 20233 min read


The Power of Alignment – Leverage this Force Multiplier
My daughter was a Coxswain for her high school crew club. As Coxswain, her job was to: Steer the boat to the finish line (vision), Urge...
Sep 30, 20222 min read


Why ARE we here Anyways?
As we wrap up another really challenging year, you might take stock and ponder... Why ARE we here anyways? For more and more of us, our...
Dec 20, 20212 min read
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