Dan Montgomery

Dan Montgomery is a strategic planning thought leader, applying insights from neuropsychology and agile development to the demands of strategy formulation and execution under conditions of uncertainty and complexity. In his most recent work, Start Less, Finish More, he applies the lessons learned from high growth Silicon Valley companies to goal setting "for the rest of us," particularly the use of OKRs (Objectives and Key Results) in service industries like finance, healthcare, and government.

His highly accessible writing style draws on the good, bad and ugly experiences of a 40-year career leavened with entertaining historical anecdotes and stories. His strategy career was built on a foundation of human resource management, IT project management, leadership development and executive coaching. He has taught strategic planning to hundreds of people over the past fifteen years and has led the development of strategic plans for dozens of clients, ranging from the Sisters of St. Martha to the United States Marine Corps. This diverse experience informs his holistic, human-centered perspective on how culture, leadership, technology, and work processes impact customer value and financial performance.

Dan is a veteran of major consulting firms Accenture and Ernst & Young. While VP of Professional Services at the Balanced Scorecard Institute, Dan co-authored "The Institute Way: Simplify Strategic Planning and Management with the Balanced Scorecard." His first solely authored book, "Start Less, Finish More: Building Strategic Agility with Objectives and Key Results," will be published in 2018.