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Blog

  • August 30, 2024

Cast Connection #06: Strategic Planning, Governance and M&A with Julian Tonioli

In the sixth episode of Conexão Cast, about Strategic Planning, Governance and M&A (Mergers and Acquisitions), we welcome Julian Tonioli, CEO and Founding Partner of Auddas, a consultancy specialized in expansion for private companies.

With a career marked by the founding of an automation company present in more than 18 countries, Julian brings a practical and strategic vision on how to conduct business effectively. Keep reading to find out more!

The importance of diverse teams and efficient governance

Julian shared how building diverse teams and governance are key pillars for business success:

“The entrepreneur has to develop himself and surround himself with people who are different from him. The difficulty in forming a team occurs because this entrepreneur does not recognize himself in every person, and people do not always have the same characteristics as you.“.

The challenge of strategic alignment

One of the points we discussed was the importance of strategic alignment within companies. Throughout my career, I have observed that often the greatest difficulty is not in executing strategies, but in the lack of clarity about what we really want as a company.

“I have participated in several attempts and implementations of strategic planning, and the biggest difficulty I saw was precisely in the first item: what do you want?”, I shared with Julian.

Quick Insights

We have listed Julian's main teachings on strategic planning and governance, for you to read in less than 30 seconds:

  • Strategy is the combination of three elements: how you get where you want to go, using what you know, and doing what you can.
  • If you are not where you want to be, it is because you do not know everything you should know or cannot do everything you should.
  • Don't expect to execute 100% of your planning. The important thing is to ensure that deviations are within controllable parameters.
  • If you hit 100% on your plan, this indicates that your ambition was low, which could leave you behind your competitors.
  • The strategic planning cycle involves four stages: diagnosis, planning, detailing and implementation.
  • Build your future instead of just predicting it, defining scenarios and conditions that align with your strategic positioning.
  • Think backwards: start with the deliverable, define the objective, and then the indicators.
  • Frameworks like balanced scorecards and OKRs are useful, but the best framework is one that clearly aligns with your narratives, commitments, and tasks.

Conclusion: Build your future with Strategic Planning

This episode of Conexão Cast was an essential guide for entrepreneurs and managers looking to deepen their knowledge in strategic planning, governance and M&A.

Julian Tonioli showed us that the key to success lies in the clarity of objectives, the diversity of teams and the ability to adapt execution within controllable parameters.

For more insights and updates, follow our YouTube channel and Invent Software's official Instagram page (@inventsoftwareoficial)!

To share:

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