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Dan Montgomery

13 Podcast Episodes

Latest 25 Mar 2023 | Updated Daily

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Rethink Your Approach to Work - Dan Montgomery

Branch Out - A Podcast from Connection Builders

In today's high-paced professional world, it's easy to lose perspective on what moves the needle in your company and get mired down in a slew of everyday tasks and emails. And while creating a structure that prioritizes reflection and planning can be challenging, it is immensely beneficial in the long run. Here to help us unpack this topic and give us a fresh perspective on our approach to work is Dan Montgomery, audit partner and director of business development at Forge Financial and Management Consulting, a forward-thinking advisory firm. In our conversation, Dan expands on how Forge's novel approach is making the busy season more manageable for their team and what they are doing to prioritize planning, reflection, and productivity at their company. We then move on to what Dan has learned from the value of journaling, reflection, and planning and how those lessons have changed the way he works and lives his life. Finally, today's episode offers a high-level breakdown of creating an innovative professional services model that allows for increased profitability, greater productivity, and, most importantly, more personal life satisfaction.  Key Points From This Episode: Get to know today's guest, Dan Montgomery, and his fascinating childhood in Alaska.Why Forge Financial Management Consulting was created and who it is meant to serve.An overview of Dan's firm and its approach to accounting.The pitfalls of the busy season in accounting and how Dan's firm is addressing it. Why Forge Financial Management Consulting isn't taking on new tax-only clients.The importance of prioritizing the most impactful work within your company.Defining your value proposition and why it will attract more ideal clients.How reflection helps Dan function in a more healthy way.A breakdown of how Dan prioritizes daily and weekly 'Big Three' tasks.The most important elements of weekly reflection.How to create space for focused, deep work.What an ideal week for Dan's company looks like.Forge Financial Management ConsultingDan Montgomery on LinkedInDan Montgomery's EmailConnection BuildersAlex Drost LinkedInBranch Out Podcast LinkedInConnection Builders LinkedIn


1 Nov 2022

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Dan Montgomery

The Lowdown

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1hr 14mins

3 Jun 2022

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Using a ‘Silicon Valley For the Rest of Us’ Approach for OKRs | Dan Montgomery, author, founder and Managing Director of Agile Strategies, and OKR Thought Leader

Dreams with Deadlines

“If you don’t bring OKRs into the regular management agenda, you will set it and forget it.”- Dan (20:47)What You Will Learn in this Episode: (02:20) Dan on his interest in people’s organization plus the different career paths he’s undertaken. (03:35) Why he wrote his book Start less, Finish More, which is about strategic agility. (04:56) How to do more strategic thinking – begin with the end in mind rather than focusing on a to-do list.  (07:04) How to create a minimum viable strategy – creating holistic value for all your business’s stakeholders.   (10:37) The difference between the traditional mechanical business planning and today’s trying and scaling strategy. (13:48) The 5-steps of building strategic agility as outlined in his book; access, focus, commit, act, and learn.  (29:34) Overburdened matrix – not being agile and operating in silos plus how to use shared OKRs to cut across those silos. (33:09) Dan answers more quick-fire questions. Relevant Links: Website: https://agile-strategies.com/ LinkedIn: https://www.linkedin.com/in/montgomerydan/


8 Feb 2022

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Building strategic agility | Dan Montgomery, author of Start Less, Finish More: Building Strategic Agility with Objectives and Key Results, founder and Managing Director of Agile Strategies, and OKR Thought Leader

Dreams with Deadlines

On this episode of Dreams with Deadlines, Jenny Herald interviews Dan Montgomery, author of Start less, Finish More: Building Strategic Agility with Objectives and Key Results, founder and Managing Director of Agile Strategies, and OKR Thought Leader. He goes through the five steps outlined in his book— Assess, Focus, Commit, Act, and Learn. They also discuss OKRs in relation to a concept pilots use called OODA loop (observe–orient–decide–act).


9 Feb 2021

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EP 179: A 185" Dall Sheep with Dan Montgomery and Hank Flatow

Epic Outdoors Podcast

A 185" Dall Sheep with Dan Montgomery and Hank Flatow. In this episode we talk with Dan Montgomery and Hank Flatow of Alaska Trophy Adventures who just guided hunter, Louis Breland to a true giant of a Dall Sheep. This ram is 11 1/2 years old and has a green gross score of 185 2/8" and a Net score of 184 4/8"  The ram had incredible bases that measured at 15 2/8" It is truly remarkable in a Dall Sheep to have that kind of mass. We enjoy hearing the story of the hunt and how it all played out. 


25 Aug 2020

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Illinois Federation of Teachers president Dan Montgomery: ‘The best thing right now is to start school remotely’

Anna Davlantes

Illinois Federation of Teachers president Dan Montgomery joins Anna to talk about why the IFT believes that the school year should start remotely. https://serve.castfire.com/audio/3778412/3778412_2020-08-04-221912.64kmono.mp3

4 Aug 2020

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BONUS! Monday September 30: "Will Their Be a Teachers Strike?" With Dan Montgomery

The Ben Joravsky Show

Dan Montgomery is the President and Chief Operation Officer of the Illinois Federation of Teachers.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


30 Sep 2019

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MHA2019: Start Less, Finish More with Dan Montgomery

Agile Uprising Podcast

Join Dan Montgomery and James Gifford @scrummando as they discuss: Start Less, Finish More: Building Strategic Agility with Objectives and Key Results Topics include: Agile strategy - not an oxymoron Balanced scorecards Bringing Agile into OKRs Making work visible Business Outcomes Thinking in terms of results Slippage Organizations Goal setting, iterating and adapting Kanban and WIP Taking the time for everybody - leadership included - to understand agile Theory of Constraints - The Goal Recorded at MHA2018 Contact/Book Info https://agile-strategies.com/book/ https://www.amazon.com/dp/B07J24HDMV Permalink http://agileuprising.libsyn.com/mha2019-start-less-finish-more-with-dan-montgomery


4 Aug 2019

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? Police Expert Dan Montgomery Unravels The Case…


Police injured prisoner who becomes a quadriplegic; woman seriously injured by suspect in police pursuit; a tragic Blue on Blue shooting death analysis; a gay police captain refused employment by his former police department. DrRon Martinelli and retired Colorado Police Chief and now police practices expert Dan Montgomery discuss the wide variety of cases that forensic and police experts investigate and testify on in this fascinating episode of A Thread of Evidence.

6 Jun 2018

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TEI 151: What product managers should know about agile strategy – with Dan Montgomery

Product Mastery Now for Product Managers, Innovators, and Leaders

Product managers operate in an environment of uncertainty and change, requiring the use of Strategic Agility How organizations can improve their product performance and overall performance is as important to product managers as it is to senior leaders. Making improvements has become more challenging as the business environment for most organizations is changing more quickly […]


20 Nov 2017