<?xml version="1.0" encoding="UTF-8" ?><!-- generator=Zoho Sites --><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><atom:link href="https://www.strategicmatter.consulting/blogs/tag/story/feed" rel="self" type="application/rss+xml"/><title>Strategic Matter - Blog #Story</title><description>Strategic Matter - Blog #Story</description><link>https://www.strategicmatter.consulting/blogs/tag/story</link><lastBuildDate>Fri, 19 Jun 2026 16:05:31 -0700</lastBuildDate><generator>http://zoho.com/sites/</generator><item><title><![CDATA[ Client Spotlight: Helping a Growing Team Align on Roles]]></title><link>https://www.strategicmatter.consulting/blogs/post/Case-study-roles</link><description><![CDATA[<img align="left" hspace="5" src="https://www.strategicmatter.consulting/images/g004ddda2a731d26a4b8a96d9e3b9ee5fead7a0d4775f1dbd0cba84a23e132e49d66eace838cd681c02409cf7bb8e9a63d497add43f24b3d09be85e6a946d5bff_1280.jpg"/>When the CEO of a fast-growing digital agency came to me, his frustration was clear: ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_WvSNtY-ySEiT7zpUFYdWaQ" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_3tCMjoRiSEKop3IyWOnhhg" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_Hlorna_NQi-GIwrkTgLrCw" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_4sPVcnTNaOAb9barbhtyww" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p>When the CEO of a <span style="font-weight:bold;">fast-growing digital agency</span> came to me, his frustration was clear:</p><p><br/></p><p><span>📍 </span><span style="font-style:italic;">&quot;We don’t know our roles.&quot;</span></p><p><span style="font-style:italic;"><br/></span></p><p>His team was stepping on each other’s toes. Handoffs were unclear. Deadlines were slipping.</p></div><p></p></div>
</div><div data-element-id="elm_-NJLQ1SCR6Wku1Rv6l82_A" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h2
 class="zpheading zpheading-align-center zpheading-align-mobile-center zpheading-align-tablet-center " data-editor="true"><span>🚧 The Problem: A Lack of Clarity Was Slowing Them Down</span></h2></div>
<div data-element-id="elm_xEemzvWISHyevjJSCOjsnQ" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center zptext-align-mobile-center zptext-align-tablet-center " data-editor="true"><p style="text-align:left;"></p><div><p style="text-align:left;"><span>⚠️ </span><span style="font-weight:bold;">A lack of defined roles and decision-making clarity.</span></p><p style="text-align:left;">In fact, his team had already told him directly:</p><p style="text-align:left;"><span>🗣 </span><span style="font-style:italic;">&quot;We can't keep working like this.&quot;</span></p><p style="text-align:left;">That’s when he reached out. He knew his team was struggling, and it was time for some outside perspective.</p><p style="text-align:left;"><span>We started by inviting the whole team to take the </span><span style="font-weight:bold;">System &amp; Soul Diagnostic </span><span>🧭</span></p><p style="text-align:left;"><span>👉 </span><a href="https://www.strategicmatter.consulting/heathscore"><span>Check it out here</span></a></p><p style="text-align:left;">Like many companies, their <span style="font-weight:bold;">S2 Healthscores</span> revealed <span style="font-weight:bold;">gaps in all six dimensions</span> of organizational health.</p></div><p></p></div>
</div><div data-element-id="elm_68U7ig5a48OEag19qUHmww" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span><span style="font-weight:bold;">💡</span> What We Did</span></h2></div>
<div data-element-id="elm_rD5WMYnAnkaMMZ1EIGbjgg" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p><br/></p><p>We kicked off their <span style="font-weight:bold;">System &amp; Soul</span> implementation in November, starting with a <span style="font-weight:bold;">Clarity Day</span>. The team:</p><p><span>🔹 </span><span style="font-weight:bold;">Defined their roles</span><span> (and who owned what)</span></p><p><span>🔹 </span><span style="font-weight:bold;">Set a 5-10 year destination </span><span>🏁</span></p><p><span>🔹 </span><span style="font-weight:bold;">Created clear 90-day objectives </span><span>📅</span></p><p><span>🔹 </span><span style="font-weight:bold;">Established measures</span><span> to know when each team member is </span><span style="font-style:italic;">winning </span><span>🏆</span></p><p><span>🔹 </span><span style="font-weight:bold;">Designed the culture</span><span> they wanted, built on compelling values and strong habits</span></p><p><span>🔹 </span><span style="font-weight:bold;">Developed problem-solving skills </span><span>🔍</span></p><p><span>🔹 </span><span style="font-weight:bold;">Implemented a Weekly Sync Meeting</span><span> to keep the team in rhythm 🔄</span></p></div><p></p></div>
</div><div data-element-id="elm_fENlUgXosZviHB2T4RLNIw" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span>🛤&nbsp;The Three Phases of a First Team</span></h2></div>
<div data-element-id="elm_Ik7PR5wFjX6i5UxECHBi-Q" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p>At <span style="font-weight:bold;">Strategic Matter</span>, we help <span style="font-style:italic;">first teams</span> flourish by making confident decisions, aligning to their destination, and turning plans into action.</p><p><br/></p><p>As companies grow, <span style="font-weight:bold;">first teams evolve</span> through three key phases:</p><p><br/></p><p><span style="font-weight:bold;">1️⃣ The First, First Team</span></p><p><span>🔹 This is the first group of people beyond the founder who take on key roles—</span><span style="font-weight:bold;">marketing/sales, production, client services, and operations.</span></p><p><span>🔹 They’re still </span><span style="font-style:italic;">doing</span><span> the work while </span><span style="font-weight:bold;">defining</span><span> the work that needs to be done.</span></p><p><span><br/></span></p><p><span style="font-weight:bold;">2️⃣ The “Senior Leadership” First Team</span></p><p><span>🔹 Over time, the </span><span style="font-weight:bold;">first team becomes the senior leadership team</span><span> because new hires are junior to them in tenure.</span></p><p><span>🔹 This phase often brings </span><span style="font-weight:bold;">growing pains</span><span>—team members must learn to </span><span style="font-weight:bold;">lead while continuing to contribute</span><span>.</span></p><p><span><br/></span></p><p><span style="font-weight:bold;">3️⃣ The “Intentional” First Team</span></p><p><span>🔹 As the company scales, </span><span style="font-weight:bold;">the first team must grow too.</span></p><p><span>🔹 At this stage, the </span><span style="font-weight:bold;">CEO or founder must decide</span><span>—can this team step up and take on </span><span style="font-weight:bold;">leadership roles</span><span>, where their job is to </span><span style="font-weight:bold;">lead others</span><span>?</span></p></div><p></p></div>
</div><div data-element-id="elm_44XgmbAsc-uj4vKVFEudiA" data-element-type="heading" class="zpelement zpelem-heading "><style></style><h2
 class="zpheading zpheading-style-none zpheading-align-left zpheading-align-mobile-left zpheading-align-tablet-left " data-editor="true"><span>🚀 Setting the Right Foundation for Growth</span></h2></div>
<div data-element-id="elm_bPysmAQG7T5XyKr2oKhgaw" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-left zptext-align-mobile-left zptext-align-tablet-left " data-editor="true"><p></p><div><p>Every growing company must <span style="font-weight:bold;">navigate these transitions.</span></p><p>Getting the <span style="font-weight:bold;">&quot;first, first team&quot;</span> on the right footing <span style="font-weight:bold;">creates the foundation for healthy growth</span> through all phases.</p><p>Want to bring clarity and momentum to your first team? Let’s talk.</p><p><br/></p></div><p></p></div>
</div><div data-element-id="elm_dTITo4coThyHdpnGOXVCsA" data-element-type="button" class="zpelement zpelem-button "><style></style><div class="zpbutton-container zpbutton-align-center zpbutton-align-mobile-center zpbutton-align-tablet-center"><style type="text/css"></style><a class="zpbutton-wrapper zpbutton zpbutton-type-primary zpbutton-size-md zpbutton-style-none " href="https://outlook.office.com/bookwithme/user/c6df45b3123d4c7dbd04e52f8993d42b@strategicmatter.consulting?anonymous&amp;ep=plink" target="_blank"><span class="zpbutton-content">📅 Schedule a Call</span></a></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Wed, 05 Mar 2025 20:49:31 -0600</pubDate></item><item><title><![CDATA[Origin Stories]]></title><link>https://www.strategicmatter.consulting/blogs/post/Origin-Stories</link><description><![CDATA[<img align="left" hspace="5" src="https://www.strategicmatter.consulting/images/g50b287c6f9efa41898166089f0e428a9c5a488a6c853410ca08141aa3d0444b4651d8b86b2439c6e9b11fa546239bd5561ec7c1511843afde69b1c1926136a01_1280.jpg"/>I started Strategic Matter to address a problem that I've felt over the past twenty years of developing technology strategy for large companies, non-p ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_DdjrJpnLSC6fLJlUfVBklA" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_2xxtSIaCQ6OH66EIHSxx5A" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_rW3G_W6FQhqRxDcJLjzS8g" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_iSQbp1P9ROOie5nCesILsg" data-element-type="heading" class="zpelement zpelem-heading "><style> [data-element-id="elm_iSQbp1P9ROOie5nCesILsg"].zpelem-heading { border-radius:1px; } </style><h2
 class="zpheading zpheading-align-center " data-editor="true">The Technology Problem is almost never a Technology Problem</h2></div>
<div data-element-id="elm_304ylC40TY261jjPnDNY5Q" data-element-type="text" class="zpelement zpelem-text "><style> [data-element-id="elm_304ylC40TY261jjPnDNY5Q"].zpelem-text { border-radius:1px; } </style><div class="zptext zptext-align-center " data-editor="true"><div style="color:inherit;"><div style="color:inherit;"><p style="text-align:left;font-size:11pt;">I started Strategic Matter to address a problem that I've felt over the past twenty years of developing technology strategy for large companies, non-profits, and churches. Usually, the call to me came because my clients felt the problem at a tactical level - their technology didn't seem to serve their needs.</p><p style="text-align:left;font-size:11pt;">&nbsp;</p><p style="text-align:left;font-size:11pt;">As a workaround, people resort to managing organizational data on dozens of spreadsheets. </p><p style="text-align:left;font-size:11pt;">&nbsp;</p><p style="text-align:left;font-size:11pt;">Making decisions with any level of data required many hours of re-entering data from one spreadsheet to another, then emailing that spreadsheet to someone else, who would in turn update another spreadsheet and email it on. Eventually, it might make its way to the executive assistant of the executive director. </p><p style="text-align:left;font-size:11pt;">&nbsp;</p><p style="text-align:left;font-size:11pt;">And this would happen every week. We added up the amount of time one client spent updating and emailing spreadsheets to a little over 40 hours per week across six different people. That's a whole person's salary. </p><p style="text-align:left;font-size:11pt;">&nbsp;</p><p style="text-align:left;"><span style="font-weight:400;font-size:20px;">But in serving hundreds of organizations, the technology problem was almost never technology problem.&nbsp;</span></p><p style="text-align:left;font-size:11pt;">&nbsp;</p><ol><li style="text-align:left;vertical-align:middle;"><span style="font-size:11pt;">Many organizations, especially those in the faith non-profit world, have a great sense of identity. They KNOW their mission, vision, and values. Those statements are printed on all the walls. But they struggle with developing mature repeatable processes. Connecting the dots between where the organization is going (vision) and how exactly, they plan to do that, is fuzzy.</span></li><li style="text-align:left;vertical-align:middle;"><span style="font-size:11pt;">Teams don't team - it became clear to me that a key problem is that in many organizations, the departments aren't connected to each other. They function in silos. Few of the workers have a clear view of the organization as a whole.</span></li><li style="text-align:left;vertical-align:middle;"><span style="font-size:11pt;">Roles aren't clear. Like a little league soccer team, the staff have a general sense of the direction of the goal but don't have clear processes to &quot;pass the ball&quot; to one another. As a result, there are many redundant processes </span><span style="font-style:italic;font-size:11pt;">and </span><span style="font-size:11pt;">many gaps where things fall between the cracks. More importantly, people fall through the cracks.</span></li><li style="text-align:left;vertical-align:middle;"><span style="font-size:11pt;">People aren't clear on what they should be measuring to know whether they are succeeding, and they don't know how to measure, or they don't know how to measure efficiently. They spend TONS of time on reports that don't have any action associated with them, only to print them and file them each week.</span></li></ol><p style="text-align:left;font-size:11pt;">&nbsp;</p><p style="text-align:left;font-size:11pt;">In almost every project I've worked on, we would get to configuring important parts of the software and I would start to diagram the current process - only to be told, &quot;there is no process.&quot;</p><p style="text-align:left;font-size:11pt;">&nbsp;</p><p style="text-align:left;font-size:11pt;">So that's the problem I've launched Strategic Matter to address - helping organizations define the space between vision, mission, and values that define HOW an organization will function. Strategy, or more simply, the collection of plans and process that move an organization from where they are, to where they want to be, as a team, with specific actions and roles.&nbsp;</p></div></div></div>
</div><div data-element-id="elm_QD77VK45R_mhaOtUq3Dyaw" data-element-type="button" class="zpelement zpelem-button "><style></style><div class="zpbutton-container zpbutton-align-center "><style type="text/css"></style><a class="zpbutton-wrapper zpbutton zpbutton-type-primary zpbutton-size-md " href="javascript:;" target="_blank"><span class="zpbutton-content">Get Started Now</span></a></div>
</div></div></div></div></div></div> ]]></content:encoded><pubDate>Mon, 18 Dec 2023 09:56:40 -0600</pubDate></item></channel></rss>