Aha! Insights

Your Goals Don’t Matter

If you want to become a better business partner and a valued leader engaged in activities of strategic importance, realize that your partners care about their goals, not yours. And if your company wants to achieve its strategic goals, all individual goals must be aligned with the company’s greater goals.

The Aha! Unless your goals are in complete alignment to the overall goals of your division or company, you may be working at cross-purposes and nobody will give two hoots about them.

Three Ways to Make Your Goals Matter

  • Sit down with one of your critical stakeholders and ask them about their goals. Ask why they have those goals and how they are doing in achieving their goals.
  • Compare your goals to a key partner’s goals. Write them side-by-side and look for which ones are not aligned. Set up a discussion with your partner to discuss how to get better aligned.
  • Ask your team to bring their top 3 goals to your next staff meeting. Post the overall company goals and the team goals on flip charts. Use colored markers to circle goals that line up. Discuss the ones that are not circled.

A Measurement Is a Number

In the midst of a major client project to simplify 22 processes, teams were reporting on their progress. One after another, team leaders reported with comments such as: “we feel like it is a good solution”, “everyone agrees it is the right thing to do” and “we will have the new process in place soon.”

Every report was missing a major piece of information: a measurable result! We explained that a measurement is a NUMBER assigned to a characteristic of an object or event that can be compared to other objects or events.

The Aha! Sometimes simple concepts are assumed to be universal knowledge.

Five Measurement Ideas:

  • Survey key stakeholders to score your performance against specific goals
  • Create a one-page dashboard that tells your performance story
  • Translate customer needs into measures
  • Track progress on a few critical priorities that will deliver results
  • Find the measures that help improve your process

Doing Leads to Being

Our client wanted to create a customer-focused mindset in her organization. She explained that she had sent out emails, hung posters in meeting rooms, and held employee meetings, but nothing had changed and she was frustrated. What was she missing?

We often see leaders telling their organization about a change they want, but words without action won’t work. Only by doing will change stick.

The Aha! Doing a new activity, instead of talking about it, will create a new mindset and lead to lasting change.

Five Activities to Develop a New Mindset in Your Organization:

  • To be more customer-focused, invite a customer in for one half-day each month so that your team can interview them, or even better – send your team out to visit customers.
  • To be better internal partners, ask your team to interview key stakeholders about the service level they are experiencing from your function and report what they learn to the group.
  • To improve your processes, post a work flow map on the wall and ask a team member to walk you through it and identify what works and what could be better.
  • To encourage more innovation, ask each team member to dedicate a certain amount of uninterrupted time each week to work on new ideas for a specific challenge.
  • To make your team more accountable to results, post a performance dashboard on the wall and have stand-up meetings in which each team member talks about their performance and their plans for improvement.

Susan Heinlein, President and Founding Partner

Susan Heinlein

Susan is a strategist and trusted partner to CEOs, senior executives, and boards who need strategy to move from ideas to transformational results.

  • Combines deep business knowledge with masterful facilitation to cut through complexity, challenge safe thinking, prioritize competing efforts and align teams to move forward together
  • Drives strategy to execution, cross-functional problem solving, and high performing teams & culture across medical device, pharmaceutical, technology, semi-conductor, consumer packaged goods, manufacturing, construction, financial services, insurance, professional services, B2B services, and non-profit organizations
  • Innovates leadership development programs to develop skills needed for today’s environment: Co-created Finance Reimagined™ to move finance teams from supporting the business to shaping the business’ future, becoming partners who drive impact
  • Brings more than three decades of experience leading transformation as an external consultant and as a senior executive at Honeywell, GE and Ameriprise Financial; holds Six Sigma Master Black Belt certification

Susan leads with empathy, is direct, and is grounded in what it takes to run a business. She co-founded Bamboo Partners in 2010 with the mission of blending her business experience and facilitation expertise to make the hard work of transformation feel energizing, rather than exhausting.

Susan lives in Minnesota with her husband, two sons and dog, Tito. She serves on the board of directors for Twin Cities Ballet of Minnesota.

Marian Powell, Partner Emeritus and Founding Partner

Marian PowellMarian is an expert at helping people work together on breakthrough ideas that drive results, which comes from more than four decades of experience working with some of the world’s greatest companies and top business leaders in the world.

  • Co-founded Bamboo Partners in 2010 and moved into the role of Partner Emeritus in 2025. Currently co-developing Finance Reimagined™, drawing on her experience coaching executives and managers to enhance their leadership and performance
  • Fuses real life experience and business knowledge with a conversational style and probing questions to draw out the best thinking from leaders and their teams
  • Brings senior-executive expertise from GE where she held roles in sales, marketing, product management, communications, operations, quality, and human resources

Marian’s industry-leading Client Advisory Boards, new techniques in customer loyalty research, and application of Six Sigma to the selling process were adopted across GE. Her innovative approach to developing online customer workflow tools was honored with awards from CIO Magazine and the Data Warehouse Institute. She is a Six Sigma Certified Black Belt with deep expertise in change management.

Marian lives in Montana with her husband, horses, goats, ponies, and dogs. She’s an artist and a graphic scribe (i.e., captures spoken content in real-time from meetings and translates this into illustrations and visual maps).

Leah Schultz, Partner

Leah Schultz

Leah partners with senior leaders and their teams to enable them to move from strategic intent to sustained organizational performance.

  • Brings a rare combination of enterprise‑level operating experience and deep expertise in leadership effectiveness
  • Known for being an exceptional communicator and building workplaces where people want to build their careers
  • Surfaces what’s in the way, strengthens shared ownership, and helps leaders shift to a culture by design rather than a culture by default for global businesses and organizations across B2B, professional services, manufacturing, marketing communications, human services, and nonprofits
  • Leads transformation: Brought together disparate enabling functions into a coordinated corporate operations team with a strong unifying vision, strategic priorities, and operating structure that resulted in a 12% increase in internal partner satisfaction scores in one year
  • Holds three decades of setting vision, defining strategic direction, driving organizational performance, and building positive cultures in global organizations and functions such as finance, technology, HR, business operations, marketing, and commercial business units, including 18 years with Thomson Reuters

Leah is an International Coaching Federation certified executive coach recognized for her calm, grounded presence and ability to facilitate candid, high‑stakes conversations. She finds joy in raising two daughters, engaging in health and fitness activities, and leading volunteer activities at her local church.

Tricia Sundeen, Finance Reimagined™ Program Director

Tricia SundeenTricia is an innovative leader who helps organizations turn customer insights into market-ready solutions that deliver remarkable results.

  • Leads product development for Finance Reimagined™, Bamboo Partners’ leadership development program that changes how finance teams partner with the business to shape outcomes, drive growth, and connect their work to bigger goals
  • Combines analytical thinking, disciplined processes, and strong collaboration to help people see the path forward, then builds momentum from concept through execution to deliver organic growth
  • Brings more than 30 years of leadership experience in strategy, innovation, product management, and marketing for globally recognized B2B brands, where she led cross-functional teams to translate customer insights into market-ready products ranging from websites to complex products like industrial robots and vehicles

Resilient and curious by nature, Tricia leads with compassion for people and is energized by complex challenges. She enjoys hiking with her dog, Frankie, reading books of all types, and travelling, especially when it includes time with her three daughters.