Resources
- Webinars
Cohort Interstitial (March 2025)
Recording of the Helmwise Cohort™ Interstitial held on March 27, 2025, hosted by Rick Hasty (Topic: When Love Leads).
- Curated Articles
The Art of 21st-Century Leadership
Insights from McKinsey & Company article, The Art of 21st-Century Leadership: From Succession Planning to Building a Leadership Factory (March 2024).
- Webinars
Cohort Interstitial PDF (March 2025)
PDF file of Rick Hasty’s “When Love Leads” presentation for the March Cohort Interstitial, held on March 27, 2025.
- Webinars
Captain’s Conclave (March 2025)
Recording of the Captain’s Conclave on March 13, 2025 (Topic: Better Good Profit).
- Book Summaries
Good Profit
Chapter-by-chapter review (with page references) of Good Profit
By Charles G. Koch (2015). NOT FOR REDISTRIBUTION
- Podcasts
Episode 17: Steering the Ship: How Harmony Keeps You on Course
In episode 17, we explore a concept that challenges the traditional notion of work-life balance. Fresh from a recent Helmwise Cohort, we share insights from a session that resonated deeply with us—why true success isn’t about balance but rather harmony.
- Thought Leadership
Recommended Reading
List of Helmwise curated books recommended for business Captains and their crews to grow personally and professionally.
- Curated Articles
Good Leadership is About Asking Good Questions
Insights from Harvard Business Review article, Good Leadership is About Asking Good Questions, written by John Hagel III (Jan 2021).
- Webinars
Captain’s Conclave (February 2025)
Recording of the Captain’s Conclave on February 11, 2025 (Topic: Better Decisions, Fewer Regrets).
- Book Summaries
Better Decisions Fewer Regrets
Chapter-by-chapter review (with page references) of Better Decisions, Fewer Regrets by Andy Stanley (2020). NOT FOR REDISTRIBUTION
- Podcasts
Episode 16: Full Speed Ahead: Aligning Your Business for the Upcoming Year
In episode 16, we’re charting a course for success in the year ahead! Just as a skilled captain sets a clear course before setting sail, organizations must align their teams and strategies to navigate the challenges and opportunities of a new year.
- Webinars
Cohort Interstitial (January 2025)
Recording of the Helmwise Cohort™ Interstitial held on January 28, 2025, hosted by Helmwise Captains John Stahl-Wert and Mark Peterson (Topic: Build on Strength—One of the Five Serving Leader Principles).
- Webinars
Captain’s Conclave (January 2025)
Recording of the Captain’s Conclave on January 14, 2025 (Topic: Revenge of the Tipping Point).
- Book Summaries
Revenge of the Tipping Point
Chapter-by-chapter review (with page references) of Revenge of the Tipping Point by Malcolm Gladwell (2024). NOT FOR REDISTRIBUTION
- Podcasts
Episode 15: Leadership Alignment: Finding the Right Fit for Business Success
In episode 15, we draw inspiration from a fascinating moment during our latest Helmwise Cohort. Leaders often face pivotal questions as they navigate their journey, and one question stood out: Is the captain and the ship truly a match for the journey ahead?
- Webinars
Captain’s Conclave (December 2024)
Recording of the Captain’s Conclave on December 10, 2024 (Topic: The Messy Middle).
- Curated Articles
2023 COO Forum Insights
Insights from McKinsey’s COO Forum into current trends impacting operations executives based on their 2023 survey.
- Curated Articles
The State of Leadership 2021
Insights from John Hagel III highlight the evolving role of leaders who embrace vulnerability by asking powerful questions, especially during times of crisis and uncertainty.
- Book Summaries
The Messy Middle
Chapter-by-chapter review (with page references) of The Messy Middle. By Scott Belsky (2018). NOT FOR REDISTRIBUTION
- References
Admiral William H. McRaven – University of Texas at Austin 2014 Commencement Address
Remarks by Naval Adm. William H. McRaven, BJ ’77, ninth commander of U.S. Special Operations Command, Texas Exes Life Member, and Distinguished Alumnus. University-Wide Commencement at The University of Texas at Austin, May 17, 2014.
- Webinars
Cohort Interstitial (November 2024)
Recording of the Helmwise Cohort™ Interstitial held on November 26, 2024, hosted by Brad and Drew Formsma (Topic: Gratitude as a Captain).
- Webinars
Captain’s Conclave (November 2024)
Recording of the Captain’s Conclave on November 12, 2024 (Topic: Beyond Measure: The Big Impact of Small Changes).
- Book Summaries
Beyond Measure
Chapter-by-chapter review (with page references) of Beyond Measure: The Big Impact of Small Changes by Margaret Heffernan. NOT FOR REDISTRIBUTION
- Podcasts
Episode 14: The Steady Ship: Leading with Consistency and Credibility
In episode 14, we dive into the power of consistency in leadership and how it affects performance throughout your entire enterprise. Just as a captain leads their crew and ship with steady direction, building a culture rooted in core values is essential to ensuring consistency across every level of the organization.
- Webinars
Captain’s Conclave (October 2024)
Recording of the Captain’s Conclave on October 15, 2024 (Topic: Turn the Ship Around!).
- Webinars
Cohort Interstitial (September 2024)
Recording of the Helmwise Cohort™ Interstitial held on September 24, 2024, hosted by Jim Van Eerden and Michael Meredith (Topic: The Fourth Turning Is Here: What the Seasons of History Tell Us about How and When This Crisis Will End, by Neil Howe).
- Book Summaries
Turn the Ship Around!
Chapter-by-chapter review (with page references) of Turn the Ship Around!: A True Story of Turning Followers into Leaders by L. David Marquet. NOT FOR REDISTRIBUTION
- Content Sources
Optimism Test
Take Psychology Today’s insightful Optimism Test to help quickly gauge your outlook on life.
- Podcasts
Episode 13: Accountability and Leadership Standards as a Captain
In episode 13, we dive deep into a crucial topic: accountability and leadership standards. As a leader and a captain, holding yourself and your crew accountable is vital, as it fosters trust, ensures high performance, and creates a culture of integrity within the team.
- Webinars
Captain’s Conclave (September 2024)
Recording of the Captain’s Conclave on September 17, 2024 (Topic: Dichotomy of Leadership).
- Book Summaries
Dichotomy of Leadership
Chapter-by-chapter review (with page references) of Dichotomy of Leadership By Jocko Willink & Leif Babin (2018). NOT FOR REDISTRIBUTION
- Podcasts
Episode 12: Empowering Leaders: Intentional Growth and Leadership Insights
In episode 12, we explore the importance of intentional growth in leadership, discussing the critical need for personal and professional development. Join us as we highlight the importance of stepping out of our comfort zones and learning from diverse perspectives.
- Webinars
Cohort Interstitial (August 2024)
Recording of the Helmwise Cohort™ Interstitial held on August 27, 2024, hosted by Professor Michael Meredith (Topic: SPIN Selling by Neil Rackham).
- Webinars
Captain’s Conclave (August 2024)
Recording of the Captain’s Conclave on May 14, 2024 (Topic: Who Not How).
- Book Summaries
Who Not How
Chapter-by-chapter review (with page references) of Who Not How by Dan Sullivan. NOT FOR REDISTRIBUTION
- Podcasts
Celebrating One Year of The Powerhouse Perspective
In recognition of our first year as a podcast, we’ve compiled our best clips into a highlight reel filled with powerful insights and inspiring moments.
- Webinars
Cohort Interstitial (July 2024)
Recording of the Helmwise Cohort™ Interstitial held on July 30, 2024, hosted by Dr. John Stahl-Wert (Topic: How Serving Leadership Drives Measurably Superior Performance).
- References
July’s Interstitial – CSL Model
Provided is a PDF copy of the CSL Model from our July 2024 Interstitial, hosted by Dr. John Stahl-Wert.
- Webinars
Captain’s Conclave (July 2024)
Recording of the Captain’s Conclave held on July 9, 2024 (Topic: Essentialism).
- Book Summaries
Essentialism
Chapter-by-chapter review (with page references) of Essentialism by Greg McKeown. NOT FOR REDISTRIBUTION
- Podcasts
Episode 10: A Captain’s Guide: Keeping Your Crew Informed and Focused
In episode 10, we explore effective communication on board your ship. Learn how the Captain can convey their vision to the crew, ensuring everyone stays aligned and focused as they face upcoming challenges.
- Webinars
Captain’s Conclave (June 2024)
Recording of the Captain’s Conclave held on June 11, 2024 (Topic: Chasing Failure).
- Book Summaries
Chasing Failure
Chapter-by-chapter review (with page references) of Chasing Failure by Ryan Leak. NOT FOR REDISTRIBUTION
- Podcasts
Episode 9: Leading Your Crew to Success: Strategies for Effective Team Leadership
In episode 9, we delve into how to effectively lead your crew once you have the right people in the right roles.
- Podcasts
Episode 8: Charting Your Crew: Choosing the Right Team for Your Business Voyage
In episode 8, we continue our journey by diving deep into the crew. What capabilities do they need? How does a captain select the right crew? How do we look at their capabilities and skills to ensure they are suitable for the journey ahead?
- Webinars
Captain’s Conclave (May 2024)
Recording of the Captain’s Conclave on May 14, 2024 (Topic: High Road Leadership).
- Book Summaries
High Road Leadership
Chapter-by-chapter review (with page references) of High Road Leadership by John C. Maxwell. NOT FOR REDISTRIBUTION
- Curated Articles
The State of Operations 2023
Insights from the COO Forum into the current trends affecting operations executives based on their 2023 survey.
- Content Sources
The State of Organizations 2023
McKinsey’s 2023 report of the ten shifts that are transforming organizations.
- Curated Articles
Self-deception
McKinsey/NPR interview (May 2021) with Skankar Vedantam, author of Useful Delusions, that examines the power and paradox of the self-deceiving brain.
- Curated Articles
Institutional Super Powers
McKinsey article on how companies can build institutional capability (Mar 2023)
- Curated Articles
CEO Excellence
McKinsey CEO Excellence Assessment Tool – Where CEOs are confident and vulnerable (Feb 2024).
- Curated Articles
Continuous Employee Listening
McKinsey article (May 2023) on how leaders can use people analytics to identify critical needs, make decisions, and stengthen employee value.
- References
Pieces of Eight
The eight critical questions used to validate that the Captain, Ship, and Crew are ready to embark towards its next Waypoint.
- Content Sources
Evolution and Revolution
1998 HBR article by Larry E. Greiner (first published in 1972) that was the genesis for Helmwise’s “white caps” principle.
- Book Summaries
Traction
Chapter-by-chapter takeaways (with page references) of Traction by Gino Wickman. NOT FOR REDISTRIBUTION
- Curated Articles
Actions to Amplify
Leadership Actions to Amplify Your Organizations Impact by Franklin Covey.
- Curated Articles
Inflation Metrics
2022 Business Guide from Oracle NetSuite on the four inflation metrics to watch.
- Book Summaries
Cues Summary
One-page graphical depiction of the core elements presented in the book Cues by Vanessa Van Edwards.
- References
Willink 101
List of concept and takeaways from Jocko Willink’s books Extreme Ownership and The Dichotomy of Leadership.
- References
Sinek 101
Key takeaways from Simon Sinek’s books Start With Why, Leaders Eat Last, and Infinite Game.
- References
Lencioni 101
A list summary of the principles or concepts published in 8 of Patrick Lencioni’s 11 books on organizational health.
- References
Collins 101
Summary of the principles published in the books Built to Last, Good to Great, Great By Choice, and How the Mighty Fall by Jim Collins.
- References
Helmwise Glossary
Glossary of the acronyms and terms used by Helmwise in its thought leadership and Cohort experiences.
- Podcasts
Episode 7: Sailing Through the Seas of Decision-Making: Unveiling Your WHY
In episode 7, we discuss the art of decision-making as we chart our course toward realizing our noble “WHY” alongside our trusty crew and ship.
- Podcasts
Episode 6: Neurochemistry and the Captain’s Mind: Navigating Your Ship
In episode 6, we discuss the science of neurochemistry, neurochemistry, uncovering how our brain intricately shapes our thoughts, perceptions, and decision-making processes, empowering us to become more effective Captains of our Ship.
- Podcasts
Episode 5: The Captain’s Compass: Charting Your Business Course to Success
In episode 5, we emphasize the critical significance of comprehending your current position as a captain and the trajectory of your business, prompting the pivotal question: “Where do I chart it to?”
- Podcasts
Episode 4: Mastering the Helm: Essential Skills for Captains of Business
In episode 4, we unravel the steps captains need to take in order to enhance their self-awareness and effectively steer the course of the business they lead, delving into the essential skills and qualities they must embody to keep their new ship afloat.
- Podcasts
Episode 3: Navigating Uncharted Waters: Unforeseen Challenges, Accountability & Selfless Leadership
In episode 3, we explore the parallels between skilled captains navigating unpredictable waters and leaders preparing for unforeseen challenges, while also discussing the importance of servant leadership, accountability, and self-reflection in fostering growth for both leaders and their teams.
- Podcasts
Episode 2: Charting Your Leadership Course – Navigating the Seas of Business
In episode 2, we explore the origins of the Helmwise name, rooted in Scott’s marine background and Chandler’s passion for boating, while delving into the sea metaphor that sets the tone for future episodes, guiding you on why navigating your business like a skilled captain is essential.
- Podcasts
Episode 1: Unveiling Your Purpose – Discovering the “Why” Behind Your Business
In our introductory episode, co-hosts Scott Medeiros and Chandler Rose have an engaging discussion all about uncovering the essence of your company’s purpose — the all-important “why.”