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Planning In Volatile and Opportunistic Times (aka PIVOT)
A clear-eyed look at the landscape today makes a few things clear: Planning COVID-19 and our societal response is incredibly disruptive,...
May 1, 20203 min read


Tuesday Tip: Know Your View
In times like these, it’s really important to get clear about what your view of the near future, even if that's 30 days at a time. Get...
Apr 7, 20201 min read


Tuesday Tip: Bet On Your Growth Customers
As Shepherd Advisors helps companies focus on better targets, we will often ask, “Who are your growth customers?” Growth customers are...
Mar 16, 20201 min read


Tuesday Tip: To achieve high-level outcomes, set "smart" goals
Outcomes are specific, measurable statements that let you know when you have reached your plan objectives. To achieve high-level...
Mar 5, 20201 min read
Tuesday Tip: Make Sure Your Strategy Is Specific
Strategy is a long-term plan of action designed to achieve a specific goal or set of objectives. A good strategy provides a clear...
Mar 4, 20201 min read


Layer 3: Capturing Value
Lead Generation, Sales, And Maximizing Lifetime Customer Value To refresh: the growth machine’s first layer focuses on creating value,...
Feb 12, 20203 min read


Layer 2: Conveying Value
The second layer of the growth machine revolves around two concepts: “Where We Play” and “How We Win.” This layer is all focus and fit;...
Dec 6, 20193 min read


Don't Forget Culture
Culture may be your most significant and sustainable competitive advantage. Why then are most companies not more intentional about the...
Nov 11, 20192 min read


Layer 1: Creating Value
Getting value creation right makes all the difference. Here's why: Building a high performance growth machine in your company begins and...
Oct 11, 20193 min read


Like magnets, negative events are often paired with positive reactions
It’s easy for negatives like losing a major account or conflict on your team to get you down, slow productivity, and cause frustration....
Sep 30, 20191 min read


Focus on opportunities to create new futures
Solving core business problems is a great way to give business growth a boost. Optimizing systems improves efficiency and can naturally...
Sep 30, 20191 min read


Your High Performance Growth Machine
To sustain growth, build a High Performance Growth Machine (HPGM) by aligning and optimizing the nine elements of your business that work...
Sep 23, 20193 min read


Your Firm Is Your Foundation
How “healthy” is your company? Why do we ask? Because we at Shepherd Advisors see a healthy firm as foundational to building a high...
Sep 18, 20192 min read


Introducing: The Growth Machine
Growing a business is easy! Just offer products that customers want, price them well, and sell away...right? Well, not quite. Customers...
Sep 5, 20192 min read


The Power of Vision
Where you look matters. Empower your core business with a compelling vision of what success will look and feel like – and then anchor...
Jun 14, 20192 min read


Weather the Storm
One thing is certain: markets change. In an ever-changing economy, developing resiliency is vital. Resiliency is the capacity to recover...
Jun 14, 20193 min read
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