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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

Mapping your Customer Experience Strategy

Who Owns the Customer Experience in your Organization? Answer: Everyone Should. Who drives the Customer…

Customer Relationship Management

Is a “Working Board” an Immature Board?

(The following post applies as much to for-profit Boards as nonprofit Boards — many for-profit…

Business Laws & Ethics

When Good Words Go Bad

“Capacity building” is a term from the Grantonese language usually referring to an organization’s systemic…

Organization Development

How to Start Strategic Planning: Do a Plan for a Plan – Part 5

In Parts 1, 2, 3, and 4 of this topic, we reviewed the first 12…

Business Planning

Customer Experience – Is it in your Company Kool Aid?

Customer Service is just one piece of the entire Customer Experience. When was the last…

Customer Relationship Management

What is a “Nonprofit” Topic?

About fifteen years ago, I noticed that “nonprofit topics” almost always meant topics specific to…

Organization Development

Should You Try Get “Big Names” and “Big Pockets” on Boards?

What About “Big Names”? Many Board members believe that adding a very prominent person to…

Business Laws & Ethics

Consulting Foundations: Working Goals and Assumptions

Peter Block, in his book, Flawless Consulting, suggests that certain goals and assumptions always be…

Consulting & Freelancing

My Top 5 Customer Service Metrics

Let’s be clear: if you’re not measuring any part of your service delivery, you are…

Customer Relationship Management

Top 5 Tips for Project Management in 2010

From Guest Writer, Simon Buehring of PRINCE2 Already 2010 is upon us, and project managers…

Operations

Why Training and Team Building Don’t Fix Broken Boards

Too often, when Board members struggle with attendance, participation, or decision-making, they simplistically resort to…

Business Laws & Ethics

When Consultants Should Facilitate, Coach or Train

There are strong feelings that consulting, facilitating, coaching, and training are very different consultants’ roles.…

Consulting & Freelancing

How to Start Strategic Planning: Plan for a Plan – Part 4 of 5

In the previous post (Part 3), we covered questions 7-9 of the 15 questions to…

Business Planning

Customer Service Basics

The first question you should ask yourself…How do you measure customer satisfaction? If you are…

Customer Relationship Management

As a Consultant, What’s Your Blindside?

Watch the following situation occur in conversations among consultants. Many consultants place extreme value on…

Consulting & Freelancing

How to Start Strategic Planning: Plan for a Plan – Part 3

In the previous post (Part 2), we covered questions 4-6 of the 15 questions to…

Business Planning