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September 14, 2021 33 min
Welcome to Episode 181 of Building My Legacy.

In this podcast we talk again with David Greer, entrepreneurial coach, author and facilitator, who in a recent podcast shared his struggle with alcoholism. This time David gives us an in-depth look at the planning process he uses to help businesses achieve high performance and growth. David believes that, to thrive, a business needs to look ahead at least three years, then work back to a one-year plan and only then do quarterly planning. The offsite planning sessions he conducts with management teams follow a strategic process that allows leaders to look farther down the road, discover and implement a core set of values, get to the root of the real challenges, and identify the one number — or KPI — that has the biggest impact on business revenue and profitability.

So if you want to know:

The importance of making a commitment to a strategic planning process
Why you need to focus on profitability rather than revenue growth
The role a “Who, What and When?” document can play in your strategic plan
How to identify the KPI you should focus on and the importance of putting in place a system to measure it
Why every employee needs to show how their daily work relates to a corporate goal
Why you should “hire for culture first, skill second”

About David Greer

David Greer joined Robelle, a leading provider of HP3000 solutions, when it was still a start-up and he was studying computer science in college. He eventually became a co-owner and was president of this company until he sold out in 2001. Today David has a mission: to take his 35 years of entrepreneurial experience and share it with other entrepreneurs to accelerate their success. He understands that, working with him, you’ll feel equally scared and hopeful — scared at the audacity of your dreams and hopeful because he’s in your corner to help your dreams become real. A life-long sailor, David relates his personal experiences — in business and in life — to the challenges of growing a business. Successful entrepreneurs learn to harness their efforts to seamlessly blow them in the direction they want to go. You can learn more in his book, Wind In Your Sails, and on his company website,

About Lois Sonstegard, PhD

Working with business leaders for more than 30 years, Lois has learned that successful leaders have a passion to leave a meaningful legacy. Leaders often ask: When does one begin to think about legacy? Is there a “best” approach? Is there a process or steps one should follow?

Lois is dedicated not only to developing leaders but to helping them build a meaningful legacy. Learn more about how Lois can help your organization with Leadership Consulting and Executive Coaching:

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