Roundtable: Communicating Effectively in Emails and Meetings
March 8, 2023
EVENT RECAP
📣 Peter Nalen is the Founder of Peak Advisory, a provider of critical positioning, marketing, and new business development expertise to startups, small businesses, and entrepreneurs. He is also the Director of Entrepreneurship and an Adjunct Professor in the Jacob Jabs College of Business & Entrepreneurship at Montana State University. In this roundtable, Peter outlines tips for more effective communications across three mediums: email, presentations, and meetings.
⚙️ Key Takeaways:
- A foolproof template for emails with a clear ask, clear context, and concrete next steps
- Tips for presentations, based on audience attention research
- How to run time-efficient meetings
✅ Ideal for: people, culture and talent leaders
Video
Templates and More Resources
Read Peter's Guide:
Leveraging a Fractional Finance Team
David Lasky is the Managing Director at ScaleNorth, a NetSuite Solution Provider & Outsourced NetSuite Accounting firm. In this guide, he discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team.
Leveraging AI and Automation in Recruiting
Destiny Lalane is the Founder of the Recruiting School, providing training for recruiters and embedded recruiter services. She’s worked with FAANG companies, YCombinator and Techstars-backed companies like DrChrono, Ashby, Laudable, and Propagate and later-stage companies like Affirm and Chainalysis. In this guide, Destiny walks through the different ways that recruiting orgs can incorporate AI across the recruiting process, from designing a role to taking it to market and evaluating candidates.
Leveraging AI in SEO
Samantha Torres is the Chief Data Officer of The Gray Dot Company, an SEO and Data Consulting Company. Samantha has more than 10 years of SEO experience optimizing SEO at 90+ B2B and B2C companies. In this guide, Samantha walks through how to leverage AI to improve your SEO and content strategy, and the implications of generative AI tools on SEO.
Managing Employee Performance
Carly Guthrie is the Founder of Guthrie HR Consulting, an advisory firm through which she’s worked with 25+ startups backed by firms like First Round, Google Ventures, a16z, Accel, and Greylock. In this guide, Carly walks through managing employee performance through 1:1s, ad-hoc feedback, and performance reviews.
Planning and Executing a Company Offsite/Retreat
Valerie Rivera and Lauren Grimshaw of Take Back Work are experts at designing and facilitating high-impact and fully customized executive leadership retreats, company offsites and team summits, both in person and/or virtual. They’ve helped companies plan and execute dozens of offsites and retreats in locations around the world. In this guide, Lauren and Valerie walk through planning and executing an offsite, including logistics, building an offsite agenda, and ensuring learnings stick.
Building a Product-Led GTM
Dave Boyce is a go-to-market-focused advisor and board member with over 20 years of experience leading SaaS companies. Dave is the author of Product That Sells Itself, the forthcoming book from Stanford Business Press. Previously, Dave was the Chief Strategy Officer at InsideSales.com, CEO of ZenPrint, and the GM Consulting and PLG Practice Lead at Winning by Design. In this guide, Dave walks through the different approaches to building product-led growth and outfitting teams and your product to support self-service sales, renewal, and onboarding.
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Anthony Louis is an Engagement Manager at Beacon, a talent consultancy and recruitment firm that helps growing organizations level up their internal hiring programs. He’s helped 60+ companies with revenue from $5M - $50M build out their people and talent functions; scaling headcount from 10 - 250 employees. In this guide, he walks through building a Strategic People function, including HR evolution stages, structuring sub-functions, and HR org/leadership profiles.
Building Your HR and Benefits Tech Stack
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