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Broader Leadership and Strategy Resources

Here are a few examples of cross-functional resources that tend to be popular with formerly-bootstrapped companies that are improving their management processes.

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Conducting Annual Planning
Keziah Wonstolen is the Founder and CEO of Vannin Chief Of Staff, providing Chief of Staff Solutions to high-growth businesses. Previously, Keziah was Chief of Staff and West Sales & Pricing Performance Lead at Accenture. As a Chief of Staff or mentor, she’s been involved in 50+ annual planning processes at companies. In this guide, Keziah walks through the steps to annual planning, planning logistics, goal setting, and execution tracking.
Dan Montgomery
Managing OKRs
Daniel Montgomery is the Founder and Managing Director of Agile Strategies, a boutique OKR consultancy that helps companies achieve transformative results in growth, innovation, focus, alignment, and engagement. In this guide, Daniel explains how to create strategically aligned and well-crafted OKRs, create an effective management cadence that translates OKRs into weekly action commitments, and integrate OKRs into the operating model of the organization.

Marketing Resources

Here's a sampling of marketing resources, including a few AI-specific ones that have been popular recently.

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Leveraging Artificial Intelligence (AI) in Marketing
Christopher Penn is the Co-Founder and Chief Data Scientist at TrustInsights.ai, a marketing AI, Machine Learning and analytics consulting firm. Throughout his career, Christopher has experience working with brands including Twitter, T-Mobile, Citrix Systems, GoDaddy, AAA, and McDonald’s. In this guide, Christopher walks through the tools, use cases, and security considerations of using AI in marketing.
Decoded Strategies formatted
Capturing, Converting, and Nurturing Leads with Content
Annie Mosbacher and Kristin Spiotto are the Co-Founders of Decoded Strategies, a marketing and retention strategy firm that supports exceptional companies like McDonald’s, Synack, and Red Hat. In this guide, they walk through building lead-generating content, following up with emails to convert, and building a nurture program for leads that drop out.
Stacey Grotz
Building and Optimizing a Digital Growth Engine
Stacey Grotz is a Fractional VP of Marketing, and Marketing Growth Consultant who’s previously led digital marketing teams at Ingenio, Google, Polycom, and ClearSlide. Stacey has experience with both B2B and B2C products, and across digital channels including paid search marketing, social media marketing, display ads, SEO, email marketing, and affiliate marketing.

Sub-functional specialists within People/Talent/HR

Here are a few examples of tactical sub-specialists, who can be helpful even without a Chief People Officer--e.g. to finance leader who also owns some HR responsibilities.

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Building Your HR and Benefits Tech Stack
Brett Ungashick is the Founder and Bryan Bridgford is the PEO Practice Leader at OutSail, an advisory firm helping companies research, evaluate and select new HR software. Brett and Bryan have helped more than 1000 companies evaluate and select HR technology solutions. In this guide, Brett and Bryan walk through the different categories of HR and Benefits tools, and how to select and build a technology ecosystem that supports your needs.
Nate-Young-Square
Setting a Compensation and Leveling System
Nathan Young is the Founder and CEO of Paidwell, where he helps companies support and build competitive compensation programs. Previously, he led People Operations at HelloFresh and SolarWinds. In this guide, he walks through compensation setting and leveling, and optimizing the impact of your comp resources with minimal sophistication.

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