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E136: What Top CEOs Do When They Miss Their Numbers

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Manage episode 515025776 series 3473759
Content provided by OPERATORS. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OPERATORS or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, the Operators dive deep into the realities of business planning and what happens when things inevitably go off track. They discuss the necessity of formalizing operations as you scale, using frameworks like EOS for quarterly planning and setting OKRs. The hosts share tough lessons on why forecasts are always wrong , the three main reasons plans fail (bad goals, poor execution, or market forces), and the critical growth levers for scaling: brand awareness, new products, and international expansion. They also cover the intense financial discipline required when taking on bank debt and managing covenants , the importance of managing shareholder expectations versus reality , and the best strategies for communicating bad news to your team—like "going ugly early" while always providing hope.

Chapters:

00:00:00 Introduction

00:19:49 Breaking Down Our Quarterly Planning Process

00:33:40 Top Down vs Bottoms Up Strategy

00:49:09 A Tough Lesson in Tripping Bank Covenants

01:03:53 How to Deliver Bad News

Powered By:

Fulfil.io.

https://bit.ly/3pAp2vu

The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

Postscript.

https://postscript.io/

Richpanel.

https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdesc

Saras.

https://saras-analytics.typeform.com/to/T8jpuAEb?utm_source=9operator_lp&utm_medium=find_out_more

Subscribe to The Marketing Operators Podcast here:

https://www.youtube.com/@MarketingOperators

Subscribe to The Finance Operators here:

https://www.youtube.com/@FinanceOperatorsFOPS

Sign up to the 9 Operators newsletter here:

https://9operators.com/

  continue reading

143 episodes

Artwork
iconShare
 
Manage episode 515025776 series 3473759
Content provided by OPERATORS. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by OPERATORS or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, the Operators dive deep into the realities of business planning and what happens when things inevitably go off track. They discuss the necessity of formalizing operations as you scale, using frameworks like EOS for quarterly planning and setting OKRs. The hosts share tough lessons on why forecasts are always wrong , the three main reasons plans fail (bad goals, poor execution, or market forces), and the critical growth levers for scaling: brand awareness, new products, and international expansion. They also cover the intense financial discipline required when taking on bank debt and managing covenants , the importance of managing shareholder expectations versus reality , and the best strategies for communicating bad news to your team—like "going ugly early" while always providing hope.

Chapters:

00:00:00 Introduction

00:19:49 Breaking Down Our Quarterly Planning Process

00:33:40 Top Down vs Bottoms Up Strategy

00:49:09 A Tough Lesson in Tripping Bank Covenants

01:03:53 How to Deliver Bad News

Powered By:

Fulfil.io.

https://bit.ly/3pAp2vu

The Only Cloud ERP Designed to Efficiently Scale 8 and 9-Figure Brands.

Northbeam.

https://www.northbeam.io/

Postscript.

https://postscript.io/

Richpanel.

https://www.richpanel.com/?utm_source=9O&utm_medium=podcast&utm_campaign=ytdesc

Saras.

https://saras-analytics.typeform.com/to/T8jpuAEb?utm_source=9operator_lp&utm_medium=find_out_more

Subscribe to The Marketing Operators Podcast here:

https://www.youtube.com/@MarketingOperators

Subscribe to The Finance Operators here:

https://www.youtube.com/@FinanceOperatorsFOPS

Sign up to the 9 Operators newsletter here:

https://9operators.com/

  continue reading

143 episodes

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