The B2B Podcast Index
Index
All categories
MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
MethodologySubmit
Best of:MarketingSalesSaaSFinanceHROpsLeadershipCustomer SuccessAI & DataProductStartups & FoundersRevOpsEngineering & DevTools
An independent project byFame
SearchBest episodesGuestsInsightsMethodologySubmit a podcast
Index/Finance/Strategy Meets Finance
Strategy Meets Finance artwork

5 Biggest Mistakes Companies Make When "Strategic Planning" | Ep 196

Strategy Meets Finance · 2025-11-10 · 18 min

0:00--:--

Topics in this episode

Strategic planningbusiness strategyDecision-makingcash flowcompany offsite

Episode notes

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Before you book that offsite or map out next quarter, listen to this. Steve breaks down the five mistakes that derail most “strategic planning” sessions: picking the wrong facilitator, ignoring communication styles, showing up without data, jumping to tactics before strategy, and avoiding the one real constraint hurting the business. You’ll learn a simple way to structure the day, surface honest input, bring the right numbers, and keep everyone focused on solving the actual strategic problem, so your plan creates results, not busywork. _______________________________________ Disclaimer: The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

  • Why Pressure Kills Deals and What Elite Performers Do Instead | Guffy WrightFinding Peak w/ Ryan Hanley · on Decision-making88 / 100
  • How Do 90% of Your Graduates Come Back to Live & Work in the Same County? - with Dr. Rosalie Mince, President, Carroll Community CollegeThe EdUp Experience · on Strategic planning67 / 100
  • The Budget Isn't the Goal. Building a Better Business Is with Zach & ChrisFP&A Unlocked · on Strategic planning64 / 100
  • How to Manage Employees Without Being the One With All the AnswersThe People Side of Business · on Decision-making62 / 100
  • The Mistakes That Changed Everything (From 8 Real Businesses)Shopify Masters · on business strategy58 / 100
  • The Final Months Before a Sale Can Make or Break Your ExitThe Ins and Outs of Selling a Business · on Strategic planning54 / 100

More from Strategy Meets Finance

All episodes →
  • The Moment a Good Business Starts Becoming a Great One | Ep 25463 / 100
  • Listen to This if You're Using AI to Optimize Your Business | Ep 24550 / 100
  • Is Your Business Really Generating Value? | Ep 253
  • The Problem With Your Annual Budget (And What Actually Works) | Ep 252
  • Your Best Customers Might Be Your Worst Financial Decision | Ep 251
Explore the best B2B Finance podcasts →
All Strategy Meets Finance episodes →