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Skelton M: Team Topologies

Team Topologies

Organizing Business and Technology for Fast Flow of Value

A research-backed system for professionals who want to stop chasing clients and start being chosen by them The High-Net-Worth Advisor: Turning Client Relationships into Reliable Revenue is a behavioral operating system for attorneys, CPAs, wealth managers, and consultants who want to build practices around clients with $5 million or more in investable assets and business owners generating $10 million or more in annual revenue. Drawing on 200 in-depth interviews and a study of over 2,000 professionals, David V. Lorenzo identifies the behaviors, structures, and disciplines that separate elite advisors from everyone else. Lorenzo introduces Situational Authority and reveals why credentials alone fall short in this market. The book replaces the traditional sales funnel with the Flywheel-a closed-loop ecosystem of curated clients, a vetted expert network, strategic alliances, and a rigorously filtered pipeline where credibility compounds. Each chapter builds on the last, moving from market definition to behavioral identity to a repeatable engagement lifecycle. Readers will also find: <ul> <li>Seven premium behaviors that high-net-worth clients use to evaluate advisors before any engagement letter is signed</li> <li>A four-stage engagement lifecycle that turns professional judgment into a visible, repeatable client experience</li> <li>The critical distinction between Main Street and high-net-worth clients- and why each target type requires a fundamentally different approach</li> <li>A framework for building strategic alliances with the gatekeepers who control access to wealthy families and business owners</li> <li>Concrete action items at the end of every chapter that force readers to apply the system immediately</li> </ul> Written in the direct, unvarnished voice of a practitioner who has advised Fortune 100 leaders and built high-net-worth advisory programs inside premier law, accounting, and financial advisory firms, The High-Net-Worth Advisor is the field guide for professionals who are ready to build a practice where trust, authority, and discipline are the only advantages that matter.

Turning Client Relationships Into Reliable Revenue

The High-Net-Worth Advisor

In 2007, as the first iPhone launched, I was a young retail leader on the front lines of what would become one of the most transformative technological revolutions in history. Customers waited for hours to secure their new device only to return days later furious that networks had failed under unprecedented demand. Inside stores, no answers were quick or easy. There was pressure, confusion, and a leadership playbook that no longer seemed to work. It was an inflection point not just for technology, but for leadership. The Hope Advantage begins in this moment and expands to confront the reality every leader now faces. No longer is change episodic; it is constant, exponential, and it impacts every area of life. The conditions once described as volatile, uncertain, complex and ambiguous are no longer exceptions to the rule; they are the operating environment. But the change itself is not the problem. We've lost the belief in our ability to shape what comes next. When you believe a better future is possible, that you have the power to help create it, and that you don't need a perfect plan to start, this is hope--a practical leadership framework built on the three interconnected disciplines of Direction, Ownership, and Movement. Blending behavioral science, leadership philosophy, and lived executive experience, The Hope Advantage introduces a distinct and timely thesis that belief, not strategy, is the primary hurdle to change. It offers leaders not just a new way to think, but a practical framework immediately applicable to the transformations they're already implementing.

How Leaders Build Belief That Makes Change Possible

The Hope Advantage

The purpose of this book is to explain the concept of portfolio, program, and project investment management and to provide the knowledge and the necessary understanding to effectively undertake the process. It begins by explaining how to understand the business problem the organization is trying to resolve with its strategy objectives. It then looks at financial management, particularly how to calculate the whole-of-life program and project capital and operational costs used to measure value for money from the investment. This information is used to inform program and project business case options analysis, investment appraisal of the initiative, and portfolio prioritization through the entire corporate portfolio management process. This book details the investment management process and how it integrates with an adapted corporate portfolio management process and benefits management process that focuses on a clear line of sight - an industry technique that ensures the achievement of strategy objectives through benefits realization. In addition, it explores specific cognitive bias that impacts and unduly influences the investment decision-making process. Finally, it describes several leading-edge techniques to make it easier to implement and sustain the discipline of portfolio, program, and project investment management.

How to Achieve Strategic Objectives through Benefits Realization

Portfolio, Program, and Project Investment Management

Algorithmic Management: Artificial Intelligence and the Transformation of Organizations is the first comprehensive textbook designed to prepare management students to engage critically and responsibly with artificial intelligence in organizations. Bringing together classical management theory, contemporary AI applications, and systematic power analysis, the book equips future managers to both harness AI's potential and confront its risks.Structured in three parts, the book begins with foundational frameworks-socio-technical systems theory, technology and society perspectives, and core management theories reinterpreted for the AI era. It then examines applications across all major management functions-Marketing, HR, Finance, Operations, Supply Chain, and Strategy-using over 30 real-world case studies drawn from different industries, parts of the world, and types of organizations from multinational corporations to nonprofits and social ventures. The final section addresses organizational design, leadership, governance, and the future of algorithmic organizations. Throughout, pedagogical features-learning objectives, vignettes, discussion questions, toolkits, and ethical dilemmas-make the book classroom-ready and adaptable across MBA, undergraduate, and executive education settings. The text advances an approach of pragmatic criticality: AI is neither celebrated uncritically nor rejected outright but treated as a socio-technical phenomenon requiring managerial judgment, ethical reflection, and contextual awareness.By bridging management theory, functional practice, and critical perspectives, this book fills a critical market gap and is positioned to become the definitive teaching resource on AI and management for business education worldwide.

Artificial Intelligence and the Transformation of Organizations

Algorithmic Management

Working Neurosmart

The Future Belongs to Those Who See It First
Most people solve problems after they occur. Exceptional thinkers identify and address them before they emerge, and that ability to think and act preemptively will determine whether you’re the strategic planner or the one being planned for. Preemptive thinking helps executives, team leaders, and anyone else navigating high-stakes change to see problems and opportunities long before they surface and then use that clear vision of the future to shape what comes next.
In&nbsp;The Preemptive Thinking Edge, Jim Caprara draws on decades of executive leadership across organizations including iconic retailer Sears, telecommunications giant Nextel, and home builder NVR to show you how to use preemptive thinking to anticipate obstacles, eliminate unnecessary risk, and create the ideal conditions for success in business and in life. At McGraw-Hill publishing, for example, Caprara helped engineers and marketers anticipate the unique challenges they would face in selling a learning platform originally intended for academics to a business-focused audience.&nbsp; The result was a brand new market and new revenue streams for the company.
Blending practical wisdom with compelling real-world examples, the book introduces the powerful five-stage Preemptive Thinking Framework and exercises that help you put it into practice. Whether you're leading an organization, managing a team, or planning your own future, you'll learn to:
<ul>
<li>Define challenges to create a compelling vision of the future.</li>
<li>Reverse-engineer solutions by working backward from your vision.</li>
<li>Go beyond reactive—and even proactive—thinking to challenge the status quo.</li>
<li>Identify hidden opportunities, unseen risks, and valuable peripheral benefits.</li>
<li>Make smarter decisions with confidence and discipline to achieve measurable results.</li>
</ul>
More than a business strategy book,&nbsp;The Preemptive Thinking Edge&nbsp;is a practical blueprint for anyone who wants to think differently, lead more effectively, and stay ahead of change. This&nbsp;is a must-read for leaders seeking more predictable ways to create value, improve execution, and gain a lasting competitive advantage. And don't be surprised when you realize you can use the same principles to transform your personal life too.

A Proven Path to Predictable Success in Business and Life

The Preemptive Thinking Edge

Drama in the workplace is natural, toxic, and optional. Most teams don’t fail because they lack drive or expertise. They break down under the slow grind of drama. Not the explosive kind, but the everyday, compounding frictions that everyone feels and no one names: meetings that go nowhere, issues that never get resolved, and tensions that sap energy and engagement. This “drama tax” erodes trust, stalls decisions, and diminishes performance, often right when the business stakes are highest. No Drama Teams is an intensely actionable guide to recovering this lost momentum. Told through the unfolding story of a real team under enormous pressure, the book shows scene-by-scene how drama is created and how it can be dismantled in real time. Along the way, renowned leadership coaches Diana Chapman and Jim Dethmer share their proven drama-busting tools, like recognizing when you're stuck on the drama triangle, “teaching the class” to end repeating problems, and making clean agreements that people actually keep. Part narrative, part guidebook, the book culminates in a six-month plan that anyone in any industry can use to replace blame with ownership, avoidance with candor, and drag with traction. Every team is paying for drama, whether they see it or not. No Drama Teams will show you how to cut the cost so you can get the full return on your time, energy, and talent.

No Drama Teams

Your Playbook for Designing a Winning Workplace Culture
Most organizations are losing the talent engagement game, and many don’t even know they’re playing it. Gallup’s 2026 State of the Global Workplace shows that only 1 in 5 employees are engaged at work. Game of Engagement offers a fresh solution to what leaders consistently identify as a critical challenge: how to create a workplace culture that sustains employee commitment, energy, motivation, and performance over the long term. Blair Bloomston’s unexpected solution is designing your workplace culture so that everyone wins.
Bloomston’s strategic LIFT Framework is a practical approach to developing a workplace culture in which employee engagement thrives. Inspired by principles of game design, the framework helps leaders intentionally shape four key elements that influence how people think, feel, connect, and contribute at work:
<ul>
<li>Language defines what your culture stands for and whether people believe it.</li>
<li>Influence shapes what work feels like, from outer incentives to inner motivation.</li>
<li>Fellowship determines whether people see each other as teammates or opponents.</li>
<li>Traction takes repeatable actions and transforms them from simple engagement into lasting results.</li>
</ul>
Bloomston draws on vivid, high-stakes stories from her work with world-class sports teams, government organizations, the military, and elite global corporations, demonstrating how the game of engagement plays out in every type of workplace to drive motivation, buy-in, and results.
Your workplace culture already operates like a game of engagement. Become the leader who designs a game people want to play to win.

How Leaders Can Create a Winning Culture at Work

Game of Engagement

This book introduces a modern, evidence‑based way of understanding technology projects, explains why traditional management techniques need to evolve in &nbsp;complex digital environments, and shows how adaptive leadership enables teams to navigate uncertainty.Technology projects are no longer defined by stable requirements, predictable technologies, or linear execution. Yet many organisations continue to manage them as if they were. The result is persistent failure, frustration, and wasted investment.Project management in the digital age offers a fundamentally different perspective. Grounded in empirical evidence and real-world experience, this book reframes technology projects as sociotechnical systems, complex, adaptive environments where outcomes emerge from the interaction of people, technology, and organisational context.Moving beyond traditional planning and control, the book positions adaptive leadership as the central capability required for success. Readers are introduced to practical frameworks for navigating complexity, making decisions under uncertainty, and selecting delivery approaches that fit real conditions rather than ideological preferences. Drawing on concepts such as complexity science, the Cynefin framework, agile and DevOps practices, and organisational learning, the book provides both intellectual clarity and practical guidance.Written for professionals, students, and researchers alike, Technology Project Management equips readers to move beyond methodology debates and develop the judgment, sense making ability, and leadership capability that contemporary technology projects demand.

Software, Systems, and Socio-Technical Complexity

Project Management in the Digital Age

Turn enterprise AI into a source of strategic insight, not just productivity gains.The AI Gap by leading AI expert and keynote speaker Richard Foster-Fletcher shows business and technology leaders how to unlock greater value from enterprise AI by changing the structures, processes and culture surrounding it. Organizations invest in AI expecting new intelligence and transformative insights. Yet AI is often introduced through procurement, security, legal and compliance systems designed for standard software, restricting its potential before it can deliver on that promise. This book explains why this gap persists and what organizations must change to close it. You'll learn how to: - Identify organizational barriers limiting the value of AI - Move beyond productivity-focused AI implementation - Create conditions where AI can generate deeper insights - Enable employees to explore, experiment and challenge established thinking &gt;The AI Gap equips leaders to rethink AI implementation, create space for experimentation and turn artificial intelligence into a powerful driver of organizational insight and long-term business value. Themes include: enterprise AI, AI implementation, AI strategy, business transformation, organizational culture, AI innovation

How Business Decisions Expand What AI Can Do

The AI Gap

The Shingo Model Series

Designing Systems That Shape Workplace Culture and Performance

Build Excellence

We are running our lives, teams, and organizations as though our resources are unlimited. They are not. Regenerative People names the cost of that assumption and offers a different way to work, lead, and live. Drawing on six decades of combined coaching and consulting experience, Janet M. Harvey and Silvia Tassarotti trace the shift from extraction to regeneration--from optimizing outcomes to evolving with them, from controlling uncertainty to partnering with it, and from isolating to protect what we have to interconnecting with what sustains us. Regenerative People moves through four expanding circles: the personal renewal that makes all of this possible, the leadership practices that build resilient teams, the organizational models that generate long-term value rather than short-term extraction, and the community-level shifts that make regeneration collective rather than individual. Each chapter pairs concepts with reflective questions and practices, inviting readers to slow down and apply what they're learning rather than simply collect more ideas. The authors write as guides, not lecturers, walking alongside readers the way Virgil walked beside Dante, offering models and questions in search of the reader's own answers. For coaches, executives, and anyone who senses that the old operating model is reaching its limits, this book offers both the diagnosis and the practice: a way to notice drift before it costs something irreplaceable and to deliberately choose a more enduring way to lead.

Regenerative People: Why Renewal Is Key to Lasting Leadership

Team Topologies

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