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Pat Crawley

Patrick is a financial expert with deep knowledge in trading, technical analysis, and market structure. His analytical skills and ability to simplify complex topics have made him a trusted advisor for firms looking to navigate the financial markets effectively. Recognized for his insightful reports and strategic market analysis, Patrick has earned high praise from industry professionals. He is also the host of a widely-followed podcast, where he delves into market trends, options trading, and value investing, providing actionable insights for investors and professionals alike.

Pat Crawley’s posts

Are You Doing Strategic Planning? Probably

How One Typical Facilitator (Mistakenly) Concluded the Client Wasn’t Doing Strategic Planning I got a…

Business Planning

How “Disconnected Conversations” Can Kill Consulting and Collaboration

Here’s an Example of a Disconnected Conversation A couple of weeks ago, a friend of…

Consulting & Freelancing

Meatloaf or Tartare?

I recently encountered an organization that’s on the cusp of a big change … a…

Organization Development

Different Domains of Leadership and Skills Needed in Each

We often generalize leadership and skills to be the same traits needed all the time…

Leadership Skills

How to Improve a Board: Understanding a Board’s System

Understanding a Board’s System: Key of Improving Recent Breakthrough in Development: Systems Thinking One of…

Business Laws & Ethics

The Organic Model of Strategic Planning

What Is an Organic Approach? Organization and management sciences today are placing a great deal…

Business Planning

Here’s Some First Steps to Start “Fixing” a Broken Board

When Boards have recurring problems, such as poor attendance, low participation, high turnover of members,…

Business Laws & Ethics

Customer Service Strategies – Live Chat

Outstanding customer service strategies is making your customers feel like you understand their needs and…

Customer Relationship Management

GRANT READINESS

Grants represent the most effort for the least predictable return. The question, therefore, is to…

Financing & Loans

Time to Think About the Gurus in Your Field?

A colleague called me last week, reporting that she had actually spoke face-to-face with one…

Consulting & Freelancing

For-Profit and Nonprofit Boards: More Similarities Than Differences?

The Corporate Secretaries International Association recently released a report, “Twenty Practical Steps to Better Corporate…

Business Laws & Ethics

Four Types of “Broken” Boards

Over the years, I’ve noticed four common types of “broken” Boards. One of the ways…

Business Laws & Ethics

Grants Are Not Gifts

That’s an important distinction. The defining characteristic of a gift is that control over its…

Financing & Loans

Here’s a Procedure for Making Decisions

Why a Policy for Making Decisions? How often have you heard Board members assert that…

Business Laws & Ethics

What’s a Nonprofit “Program”? Really?

Too Often, What We Call a Program, Really Isn’t If you spent the day guiding…

Organization Development

Are You Doing OD? Training? Consulting? Coaching? All of These?

OD vs. Training – Or Is It? I’ve watched over the years as various fields…

Consulting & Freelancing