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Unleashed - How to Thrive as an Independent Professional

Unleashed - How to Thrive as an Independent Professional

著者： Will Bachman
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概要

 Unleashed explores how to thrive as an independent professional.Copyright 2019 by Will Bachman マネジメント マネジメント・リーダーシップ 出世 就職活動 経済学
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  • 633.Tarek Matar, Introducing Scalar.AI

    633.Tarek Matar, Introducing Scalar.AI
    2026/02/02
    Show Notes Tarek Matar, founder of Scalar AI, explains the tool's purpose. He describes Scalar AI as an AI engine designed for consultants to build McKinsey level, end-to-end slides and presentations. The tool is differentiated from general AI tools like ChatGPT and GPT-3 by focusing on consulting-grade presentations. The founders include a research scientist from Google Brain and two other experienced professionals. Features and Functionality of Scalar AI Scalar AI automates the entire research, analysis, structure, and visualization process for consultants. The tool can create single slides or entire decks based on user prompts.It offers various modes: AI generation, text to slide, and sketch to slide, allowing flexibility in input methods. The tool includes a custom brand identity feature, allowing users to upload and customize their firm's PowerPoint templates. A Scalar.AI Demonstration Tarek demonstrates the tool by creating a slide and a deck. Adding Prompts Adding custom brand identity Tarek creates a waterfall slide showing the top five countries by international tourist arrivals. Detailed data and insights The tool generates a visually appealing slide with detailed data and insights. Tarek explains the process of editing and refining the generated slides to meet specific needs. The Text to Slide Mode Tarek demonstrates the text to slide mode by pasting a long text about key success factors for post-merger integration in banking. Data generation The tool summarizes the text into a concise slide with bullet points and icons. They also show the sketch to slide mode by uploading a hand-drawn image, which the tool converts into a PowerPoint slide. The tool supports various image formats, including JPEG, PNG, and PDF. The Custom Brand Identity Feature Tarek explains the custom brand identity feature, which allows users to upload their firm's PowerPoint templates. The tool can save and apply custom colors, fonts, and slide masters. A prompting guide and video tutorials are available to help users effectively use the tool. Tarek mentions the importance of proper prompting to get the best results from the AI. Pricing and Subscription Details Tarek talks about the pricing and mentions discounts available for annual subscriptions and partnerships. The tool is designed for B2B clients, including consulting firms and independent consultants. Tarek discusses the possibility of working with freelancers and organizations like Umbrex to offer special pricing. The tool is integrated with PowerPoint, making it easy for users to access and use. Security and Data Privacy Tarek addresses concerns about data security and privacy when using Scalar AI. The tool uses enterprise LLMs and follows strict data retention policies, ensuring data is encrypted and anonymized. The tool generates slides on the user's device, not on Scalar AI's servers, maintaining data privacy. Tarek mentions that the tool is compliant with GDPR and can meet the security requirements of government entities. The Genesis Story of Scalar.AI Tarek shares the background of Scalar AI, including his experience as a consultant and his co-founders' technical expertise. The idea for the tool came from the need to automate workflows and create professional slides for consulting clients. The founders spent a significant amount of time in stealth mode, refining and testing the product. The tool is now entering the commercialization stage, with plans to expand its user base and features. Scalar.AI and the Consulting Industry Tarek discusses the potential impact of Scalar AI on the consulting industry. Tarek emphasizes the tool's ability to save time and improve productivity for consultants. They plan to continue refining the tool and exploring partnerships with organizations like Umbrex. Timestamps: 02:21: Features and Functionality of Scalar AI 02:37: Demonstration of Scalar AI's Capabilities 04:11: Text to Slide and Sketch to Slide Modes 22:15: Custom Brand Identity and Prompting Guide 22:36: Pricing and Subscription Details 31:08: Security and Data Privacy 36:14: Backstory and Development of Scalar AI Links: Website: getscalar.ai This episode on Umbrex: https://umbrex.com/wp-admin/post-new.php?post_type=unleashed#:~:text=https%3A//umbrex.com/unleashed/240677/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.
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    37 分
  • 632. Jason Baumgarten, How to Position Yourself for Board Roles

    632. Jason Baumgarten, How to Position Yourself for Board Roles
    2026/01/26
    Show Notes: Jason Baumgarten is a partner at Spencer Stuart where he is also the global head and CEO of board practice. He assists businesses in all sectors to identify and evaluate CEOs who motivate senior leadership teams to reach their full potential. Additionally, he assists boards with CEO succession planning, director recruitment, and identifying future leaders. How to Join a For-profit Board Jason talks about the range of roles on a board and the specific roles a board might be looking to fill. He explains that the specificity of board roles varies based on the scale and maturity of the organization, using a real example of a board search he is currently involved in. Jason discusses how sophisticated boards often have specific requirements for board members, such as industry experience, geographic expertise, and specific skill sets. Identifying and Defining Board Roles When asked about the various categories of board roles, such as finance, data analytics, and HR, Jason explains that the most common request is for recently or actively retired CEOs, followed by CFOs with specific finance experience. He highlights the importance of understanding the nature and type of business the company is in, such as regulated industries, capital-light businesses, or capital-heavy businesses. Board Member Etiquette Jason outlines the main drivers for wanting to be on a board: prestige and the desire to be helpful. He explains the concept of "noses in, fingers out" in governance, emphasizing the importance of board members being helpful but not overly involved. He also discusses the range of compensation for board members, from stipends to significant annual fees, and advises against depending on board compensation as a primary source of income. He stresses the importance of being willing to fire oneself from a board to provide objective advice to the CEO. The Reality of Joining a Board for Management Consultants Jason advises not to limit aspirations and suggests using a simple litmus test: "if the company wouldn't hire you as a top executive, they probably won't consider you for a board role." He explains the importance of nonprofit boards, both fundraising and operating boards, and how they can provide valuable experience and networking opportunities. Jason discusses the potential for board roles in small private companies, large private companies, and public companies, emphasizing the importance of regional connections and unique experiences. The Role of Executive Search Firms in Board Recruitment Jason explains that search firms are often involved in board searches for public or pre-IPO companies and large private equity firms. He advises building relationships with search firms and being responsive and helpful when they reach out for market intelligence or advisory work. Jason also shares the importance of having a network of firms that work in your industry or location and how advisory work can lead to board opportunities. How Boards Vet Prospective Members The conversation turns to the process of being vetted and evaluated for a board role, including interviews, background checks, and social media history. Jason explains that some boards generally recruit with a lighter touch than other roles, but private equity and regulated boards may conduct more thorough diligence. He advises candidates to ask about the board's process, including the last board member hired and the steps involved in the recruitment process. He also emphasizes the importance of meeting all board members and ensuring a good fit in terms of personality and interests. The Commitment Reality of Being on the Board Jason talks about the typical time commitment for board members, including meetings, committee calls, and ad hoc time with the CEO. He explains the importance of understanding the size of board decks and the amount of preparation required for each meeting. Jason also advises candidates to be patient and persistent, as the process of getting on a board can take years and is often unpredictable. Identifying Risks to Board Members When asked about the risks involved in accepting a board position and the importance of D&O insurance, Jason recommends consulting with a D&O insurance broker to understand the market and ensure appropriate coverage. He advises candidates to be aware of any litigation or regulatory risks associated with the board and to seek legal advice if necessary. Jason also emphasizes the importance of understanding the board's D&O policy and ensuring that board members are covered appropriately. Final Thoughts and Advice Jason reiterates the importance of understanding the time commitment and potential disruptions that can arise. He advises candidates to be patient and persistent, as the process of getting on a board can take years. Jason shares a story about a former CISO who became a sought-after board member, illustrating the unpredictability of the process and the importance of perseverance. Timestamps: ...
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    52 分
  • 631. Stacey Dietsch, Learning Journeys at McKinsey Academy

    631. Stacey Dietsch, Learning Journeys at McKinsey Academy
    2026/01/05
    Show Notes: Stacey Dietsch talks about her 18-year tenure at McKinsey, focusing on human behavior and organizational performance. She highlights the importance of connecting investments in talent and culture to business performance and economic results. The Creation of McKinsey Academy Stacey emphasizes the role of learning in organizational change and the need for effective talent development. She discusses the creation of the McKinsey Academy, an external learning platform for clients. The Academy aims to translate McKinsey's internal training into offerings for clients, focusing on skill building, mindset shifts, and behavior change. Stacey explains that the Academy initially digitized content to scale impact and created learning journeys for clients. Stacey stresses the importance of grounding learning in business needs and connecting it to the flow of work. The Structure of Learning Journeys Stacey describes the structure of learning journeys, which include individual courses and bespoke, custom-developed learning for clients. The Academy focuses on leadership development, starting with leaders and connecting modules into learning journeys. The conversation turns to Will's experience with McKinsey's leadership training, highlighting the practical, experiential nature of the workshops. Stacey reinforces the importance of practice and real-play scenarios in learning and development. The McKinsey Management Program When asked for specifics about the modules in the McKinsey management program, Stacey outlines modules related to setting strategy, developing organizational structures, managing talent, and leveraging technology. The Academy aims to create interactive learning experiences, even in digitized content, through cohorts and teaching assistants. Stacey also emphasizes the importance of peer learning and accountability in digital learning programs. Academy Costs and the Competitive Edge When asked about client reception to McKinsey's learning programs and the competitive landscape, Stacey explains the need to demonstrate McKinsey's content and add distinctive features like teaching assistants to justify the higher cost. The Academy aims to build once and use many times to keep costs down and stay competitive. Stacey highlights the importance of learning built with the client for their specific transformation needs. Learning from the Science of Learning Turning to counterintuitive insights gained about the science of learning, Stacey shares that learning is an internal process that can be taught and that effective learning happens in the course of everyday work. She emphasizes the importance of learning to learn and learning to teach as foundational skills. Stacey discusses the role of curiosity, asking questions, and seeking feedback in continuous learning. She also talks about the relevance of modern talent development, and she explains the concept of skills-based talent strategy and the importance of knowing the workflow and tasks required for roles. And the discussion covers strategic workforce planning based on skill needs and the use of assessments to create onboarding learning journeys. Opportunities and Challenges in HR Stacey discusses the exciting opportunities and challenges in the HR talent field with the evolving nature of work. She emphasizes the importance of using AI to accelerate growth and do more and different work, not just drive efficiency. Stacey highlights the need to set organizational structures that enable people to work side by side with AI agents. Helping Clients Leverage AI Stacey shares that she is working with various clients as an independent consultant, leveraging her McKinsey knowledge. She focuses on helping clients navigate the evolving AI landscape and prepare for the future of work. Stacey emphasizes the importance of talent strategy and the different interventions needed to set organizations up for success. Timestamps: 03:36: Development of the McKinsey Academy 06:01: McKinsey's Learning Journeys and Leadership Development 09:04: Specific Modules and Interactive Learning 14;43: Client Reception and Competitive Positioning 18:43: Insights into the Science of Learning 23:03: Skills-Based Talent Strategy and Qual Cards 30:32: Future of Work and AI 34:24: Stacey's Current Practice as an Independent Consultant Links: LinkedIn: https://linkedin.com/in/staceydietsch This episode on Umbrex: https://umbrex.com/unleashed/episode-631-stacey-dietsch-learning-journeys-at-mckinsey-academy/ Unleashed is produced by Umbrex, which has a mission of connecting independent management consultants with one another, creating opportunities for members to meet, build relationships, and share lessons learned. Learn more at www.umbrex.com. *AI generated timestamps and show notes.
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    34 分
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