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Agile Financial Reporting Insights

Dipped back into financial reporting to setup a rolling summary P&L view: actuals, forecast, or budget/plan for an arbitrary range of months forward and back. Supports agile financial planning and reporting without breaking annual views into budgets and income statements

Finance Financial ReportingAgile Planning
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The Art of Positive Impact

There will always be some person or condition that has power over our wellbeing and happiness. That is a truth. We feel things about that. Those feelings are also truth. We are not any less because of those truths. The art of life is responding in ways that make a positive impact for us, our communities, and our planet or, failing that, minimizes the harm we perpetuate to others.

Culture wellbeingcommunity
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Fountain Pen Focus in Meetings

I go 21st and 19th century with my meetings, taking notes on quality paper with a fountain pen. It helps me focus and pleases me. I also let AI assistance generate a meeting summary. Then I edit down the summary and add interesting points from my notes. Takes 15 minutes.

Leadership productivityAI
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Challenges in Assisted Care UX Design

Sat in on conversations today about the state of assisted care and sustainability in UX design and came away overwhelmed by our utter inability to construct systems that achieve rational outcomes.

Technology UX DesignAssisted Care
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Embracing Insecurity as a Strength

Insecurity is a gift. It is a sea whose waves crash against an ego, etching empathy throughout its granite surface. Reside on its shore, wade the shallows, do not overwhelm in its depths.

Culture insecurityempathy
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Feeling Drained After a Productive Morning

Having cranked out about 40 user stories and some system deployment diagrams in the first hours of the day, I feel a bit drained and in that mental void, a bit sad. I need a walk.

Culture productivitymental health
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Understanding Our Human Experience

We humans are such a flurry of capabilities, joys, insecurities, and sadness. It’s a wonder from time to time we can rise above the turbulent stir of ourselves to see one another.

Culture human experienceempathy
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Understanding Change in People

People don’t change. In aggregate, it’s a safe operating assumption. But it obscures two things: 1) how people behave in a system is a reflection of what it takes to thrive or survive in that system 2) any individual person may be capable of profound growth and change.

Leadership personal growthhuman behavior
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The Art of Listening in Consulting

Advising, consulting, and coaching all entail listening with empathy and reflecting back to earn trust. Advisors then recommend what to do, consultants advise and collaborate in doing, and coaches unblock people’s intelligence and experience so they devise and do for themselves.

Leadership consultingcoaching
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Harnessing Generative AI in Daily Tasks

I consider generative ai a tool. One fraught with opportunities for misuse. One contributes to our industries consumption of resources. That said I use it almost daily. Examples of how I use it:

  1. Turn a product requirements document into user stories
  2. Summarize meeting notes
  3. Summarize email threads
  4. Research
  5. Propose re-writes and initial drafts for my writing
  6. Identify gaps between a project charter and the SOW
  7. Summarize articles
  8. Suggest hashtags and titles
  9. Generate RFP drafts
  10. Generate diagrams in mermaid.js
  11. Help me relearn some coding
  12. Generate an draft ideal customer profile
  13. Generate proposed customer problem statements

And I’ve done RAG prototypes built on my writing and on publicly available legal documents.

Technology Generative AIProductivity
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Embracing Pragmatic Decisions in Codebases

Software engineers with both high craft and an outcome focus will embrace pragmatic decisions in a codebase if the leaders comprehend the downstream implications of those decisions and have a history of methodically paying down tech debt as is it becomes a problem.

Technology software engineeringtech debt
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Breakfast Tacos and Daily Motivation

Get off the train at Chambers and find myself in front of a breakfast taco cart. Not ‘a’, but rather one of ‘the’ breakfast taco carts. Machacha con Huevos, please. Of the rest of the day, I say, “I see you. Let’s do this!”

Culture breakfastmotivation