Leading Like a Visionary Without Losing the Details with Stephanie Allen | RR 308
Great leaders don’t do it all—they know who to trust, how to delegate, and when to get out of the way.
In this episode, I sit down with Stephanie Allen, a fractional COO and creator of the Panoramic Operations Roadmap, to unpack the behind-the-scenes magic that makes businesses scale smoothly. Stephanie helps visionary founders step away from the daily grind and lead with clarity and confidence. We talk about what it really means to be a second-in-command, how to build trust with a team, and how great communication (not micromanagement) drives performance.
From systems to strategy to leadership dynamics, Stephanie brings smart, grounded advice for anyone running or building a team. Whether you’re struggling to delegate, feeling stuck in the weeds, or trying to grow without burning out—this episode will give you a fresh, honest look at what sustainable growth actually takes.
Highlights:
- What a COO really does—and why you don’t need to do it all yourself.
- Ways to build trust quickly when stepping into leadership roles.
- How to delegate effectively without micromanaging your team.
- The hidden cost of poor communication and how to fix it fast.
- Why systems and structure unlock creativity and growth in your business.
Connect with Stephanie:
Website: https://stephanieallenconsulting.com/
LinkedIn: https://www.linkedin.com/company/stephanie-allen-consulting/
YouTube: https://www.youtube.com/@StephanieAllenConsulting
In appreciation for being here, I have some gifts for you:
A LinkedIn Checklist for setting up your fully optimized Profile:
An opportunity to test drive the Follow Up system I recommend by taking the
3 Card Sampler – you won’t regret it.
AND … Don’t forget to connect with me on LinkedIn and be eligible for my
complimentary LinkedIn profile audit – I do one each month for a lucky
listener!
Connect with me:
https://www.linkedin.com/in/janiceporter/
https://www.facebook.com/janiceporter1
https://www.instagram.com/socjanice/
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Transcript
Stephanie, hello, hello. Welcome to this week's
Janice Porter:episode of relationships rule. Today's guest, Stephanie Allen
Janice Porter:is a trusted advisor to CEOs and is the quiet force behind many
Janice Porter:thriving digital agencies and tech companies as a fractional
Janice Porter:COO and creator of the panoramic operations roadmap, she helps
Janice Porter:overwhelmed founders step out of the daily grind and into
Janice Porter:visionary leadership. In this conversation, Stephanie,
Janice Porter:Stephanie and I will explore the relationship between a visionary
Janice Porter:CEO and their integrator, or second in command, and why it's
Janice Porter:one of the most powerful dynamics in business. So if
Janice Porter:you've ever wondered how to grow without burning out, or how to
Janice Porter:build a team that runs without you, this conversation is for
Janice Porter:you. Welcome to the show. Stephanie,
Stephanie Allen:thank you, Janice, wonderful to be here
Stephanie Allen:today. I hope I
Janice Porter:got that right. I think the integrator, or as you
Janice Porter:have sometimes you call yourself the fractional CFO second in
Janice Porter:command. CO, oh, I mean, sorry, not CFO. Coo, correct.
Stephanie Allen:Yes, I think you got it right. And it's, it's
Stephanie Allen:actually okay that you called me a CFO, okay. And it's a great
Stephanie Allen:way for me to just explain any C suite that has operations in or
Stephanie Allen:officer in the name could be doing more than one area of the
Stephanie Allen:business. That's true. So when you're looking for your second
Stephanie Allen:in command, it's very important that you consider where are the
Stephanie Allen:gaps that you either don't want to do or would like someone more
Stephanie Allen:experienced to do for you, and make sure that your second in
Stephanie Allen:command has those strengths. So in a lot of work I've been doing
Stephanie Allen:over the years, I've moved into that CFO a little bit like I do
Stephanie Allen:look at the data and the finance, and I make sure that we
Stephanie Allen:have a plan to get to the financial goals of the business.
Stephanie Allen:Now, depending on what the goals are of the business. There could
Stephanie Allen:be a spot where I say, Well, I'm not the right person to handle
Stephanie Allen:this anymore. You need to talk to my peer or friend over here
Stephanie Allen:who's a fractional CFO, and they can take you the rest of the
Stephanie Allen:way. So it just depends on the needs of the business and what
Stephanie Allen:they're trying to do. I've actually spent a lot of time to
Stephanie Allen:really master finances of a business, so I can help small
Stephanie Allen:business owners actually clean up their books. That's one of
Stephanie Allen:the things I'm known for. So when I start to work with a
Stephanie Allen:business owner, they're often very thrilled that they actually
Stephanie Allen:like looking at their data and the books after working with me,
Stephanie Allen:because they made it easy for them to understand. Well,
Janice Porter:let's start with your business. How did you come
Janice Porter:to specialize in this and be that, that integrator or special
Janice Porter:second in command for to support CEOs and business owners?
Stephanie Allen:I've always been fascinated with business in
Stephanie Allen:some way. When I was a teenager, I started my own business, hired
Stephanie Allen:others to work for me. Well, I went and did what I really
Stephanie Allen:wanted to do, and then eventually sold the business,
Stephanie Allen:and that paid for some of my university, and I got to pay
Stephanie Allen:back my parents as well the investors in the business. What
Stephanie Allen:kind
Janice Porter:of business was it? I have to ask. It was a hot
Janice Porter:dog stand that did
Stephanie Allen:a lot in a small town, and I learned very
Stephanie Allen:early. Listen to the listen to your clients, listen to your
Stephanie Allen:customers. My business thrived because I just did what they
Stephanie Allen:asked. You know, like one time I was using this cleaner, and a
Stephanie Allen:lovely woman said, you know, that's not very good to do with
Stephanie Allen:food. You should use vinegar or something like that, and and so
Stephanie Allen:I had to go through the Health Department. I did everything
Stephanie Allen:right Fire Department, and I just did all the permits and
Stephanie Allen:everything like that. So I was learning about all the elements
Stephanie Allen:of having a really good, thriving business, and really
Stephanie Allen:enjoy the freedom that I got having my own business. And so
Stephanie Allen:for as a kid, I was like, this is I've got flexibility, I've
Stephanie Allen:got freedom, and I've got money. And then I went off to school,
Stephanie Allen:and I learned a lot about business and marketing, and I
Stephanie Allen:started working with business owners in university as an
Stephanie Allen:internship. And so I've always worked closely with business
Stephanie Allen:owners throughout my whole career, and I kept wanting to
Stephanie Allen:get closer and closer to helping solve the big problems, and that
Stephanie Allen:that helped me go from intern to customer service rep to project
Stephanie Allen:manager to Director of PMO, all the way up to coo like I just
Stephanie Allen:really kept growing and figuring things out to get there. And
Stephanie Allen:then I eventually thought, well, I want to really master this.
Stephanie Allen:And I've always wanted my own business again. And then just
Stephanie Allen:happened, three and a half, four years ago, I really started
Stephanie Allen:thinking about it, and then I two and a half, three years ago,
Stephanie Allen:I made the leap, and I love it, and that's why I mastered I
Stephanie Allen:actually really understand all the workings of what it is. To
Stephanie Allen:be in a business and to run a business, I really wanted to be
Stephanie Allen:masterful at that, and I did that. So now I'm out helping
Stephanie Allen:multiple businesses as at the same time to help more
Stephanie Allen:businesses quickly.
Janice Porter:It fast. You actually fascinate me, because
Janice Porter:you are very focused and very thoughtful about what you do,
Janice Porter:and I know that from working with you, but have to now go
Janice Porter:back I I'm just the curious person nature that I have when
Janice Porter:you started your business in school at what the hot dog
Janice Porter:stand. Somebody inspired you to do that. What
Stephanie Allen:it was my mother, my mother and so I love
Stephanie Allen:it. So my mom is is a teacher and but I think she actually is
Stephanie Allen:also an entrepreneur, but you didn't have the support system
Stephanie Allen:or the mentors that I did in my life at a critical time in my
Stephanie Allen:early 20s to be coached and guided by the business owners I
Stephanie Allen:worked with that I knew how I could make my own Business I
Stephanie Allen:love that. I love that she she tried, she tried to do her own
Stephanie Allen:business when she was a young mom, and yeah, really worked
Stephanie Allen:out, and then she needed the stability to help her family.
Stephanie Allen:And I think that I'll probably all also influenced my decision
Stephanie Allen:to take fewer risks when I was younger, to make sure like I had
Stephanie Allen:my I bootstrapped myself. I had my own savings. I had my I was
Stephanie Allen:debt free. I had backups to pay myself when I did this, because
Stephanie Allen:I had a family and but it also took really working with mentors
Stephanie Allen:and on my own philosophy of money to know that I had to take
Stephanie Allen:a risk and understand I'm not necessarily going to be debt
Stephanie Allen:free, but the long term, I'll have more rewards, and I was
Stephanie Allen:ready to face that and take the big leap to take those risks. So
Stephanie Allen:that was my evolution as an entrepreneur. Yeah, that's
Stephanie Allen:amazing. Until I had worked on myself and worked on my mindset,
Stephanie Allen:I'm really feeling blessed and fortunate that I worked on
Stephanie Allen:scaffolding all that, because my business has taken off a lot
Stephanie Allen:faster. I haven't had a lot of the startup woes or challenges
Stephanie Allen:because I had the ground foundation before I started that
Janice Porter:and that you bring to your to your clients,
Janice Porter:for
Stephanie Allen:sure, exactly, I help them scaffold what they
Stephanie Allen:need in place to grow at an accelerated pace.
Janice Porter:That's That's fantastic. Okay, so what would
Janice Porter:you say? So, the CEO is usually the visionary. The COO is the
Janice Porter:day to day makes all that happen for the visionary, right? What?
Janice Porter:What would you say? What? What does a a really good
Janice Porter:relationship between those two people look like when it's
Janice Porter:working well.
Stephanie Allen:Well, there's constant communication without
Stephanie Allen:always meeting. So you you're always looped into each other.
Stephanie Allen:There are feedback loops. So one of the things when my clients
Stephanie Allen:work with me is I'm teaching them how to have that good
Stephanie Allen:communication. So I work asynchronously a lot with them.
Stephanie Allen:So I don't wait for them to be available to tell them an
Stephanie Allen:update, or to ask them things or to have an update from them. I
Stephanie Allen:do a lot of messaging and text messaging and like on their
Stephanie Allen:preferred communication channel, where it's not stressful or
Stephanie Allen:overwhelming for them, and I give them very comprehensive
Stephanie Allen:updates at the right time, and I keep in mind when they're not
Stephanie Allen:able to hear a message and decide when I'm going to give it
Stephanie Allen:to them, or I let them know, don't look till you need to. But
Stephanie Allen:here it is said in that moment. So I think communication is key,
Stephanie Allen:and it's getting very clear about what, what the visionary
Stephanie Allen:wants, what what they want, and you have to help make it happen.
Stephanie Allen:And you mentioned something, the CEO is about the day to day. One
Stephanie Allen:of the biggest learnings, I think, an integrator, second in
Stephanie Allen:command needs to go through in their career to be successful is
Stephanie Allen:to realize it doesn't mean that they're doing all the day to
Stephanie Allen:day.
Unknown:They're overseeing
Stephanie Allen:Yeah, they oversee it. Yeah, they're
Stephanie Allen:overseeing it. But you can't whether you're a CEO or COO or
Stephanie Allen:another C suite, you can't be actually doing all the
Stephanie Allen:implementation. You need to be coaching, inspiring, mentoring,
Stephanie Allen:showing, teaching, to make sure the team understands how to work
Stephanie Allen:independently, without a leader, but most leaders there to back
Stephanie Allen:them up, and they can go to them when they get stuck.
Janice Porter:That kind of makes me think of okay. So this
Janice Porter:is where I know I fall down when I'm working as a trainer with no
Janice Porter:not a trainer. In this instance, it would be okay. So I've been
Janice Porter:involved in network marketing for a long time, and one of my
Janice Porter:pieces in my business is my the send out card system at which
Janice Porter:you're aware of, I think, and, and there's a there's a layer in
Janice Porter:there where I can have a downline. They call it in that
Janice Porter:industry. But basically, people working doing an independent
Janice Porter:business, but I gained some of the benefits from them being in
Janice Porter:my group, right? And they're independent. They have to do
Janice Porter:their business their own way, but I'm there to help them. So
Janice Porter:what I tend to do is I over teach or I don't know how to
Janice Porter:accept their way of doing things if it doesn't seem like it's
Janice Porter:moving things forward, I have no control over that. So where's
Janice Porter:the balance between encouraging them forward and not smothering
Janice Porter:them? Do you know what I mean? Does that happen with you know,
Janice Porter:have you come across that kind of thing in traditional
Janice Porter:business? It's like micromanaging, I guess, in a
Janice Porter:way,
Stephanie Allen:definitely, I think one of the places I spend
Stephanie Allen:a lot of my time with is teaching directors and managers
Stephanie Allen:how to lead a team. We don't really spend a lot of time
Stephanie Allen:helping people learn how to delegate, but you're talking
Stephanie Allen:about to me, you know, delegates, maybe that common,
Stephanie Allen:the common word, and we don't all get taught how to teach. You
Stephanie Allen:know, you're, you're a teacher, so I would actually rely on some
Stephanie Allen:of your insights, of your past when you were a teacher, right?
Stephanie Allen:And some of that, right? That's my strength bringing that in,
Stephanie Allen:yeah. I think the step before you get into the part where
Stephanie Allen:you're really great at is first of all asking if they're
Stephanie Allen:interested, yeah, and, and what they could do if they consider
Stephanie Allen:doing it differently. Yeah, so that's having influence. So
Stephanie Allen:learning the skill of being influential when you're teaching
Stephanie Allen:people is the key to inspiring different behavior. So telling
Stephanie Allen:stories about how you did it one way, and you went out of your
Stephanie Allen:comfort zone, you tried it another way, and the the outcome
Stephanie Allen:was so much better than you could have imagined. Would you
Stephanie Allen:like to feel that way too? Got it? Here's how we can apply it
Stephanie Allen:to your business or your LinkedIn, and I'm just asking
Stephanie Allen:you to stick with it for x time. It's going to feel
Stephanie Allen:uncomfortable, but let's regroup in X amount of weeks and see
Stephanie Allen:what you think. And if it doesn't work, we can let it go,
Stephanie Allen:but at least you've tried. So it's that part of being
Stephanie Allen:influential or inspiring people to change their mind or be open
Stephanie Allen:to changing their mind. And I have an example. I was just
Stephanie Allen:facilitating a leadership meeting where we are planning
Stephanie Allen:the next quarter, and we were talking about building sales
Stephanie Allen:revenue and, and how everyone in the company can kind of help
Stephanie Allen:grow the revenue and, and some people were saying, Well, I
Stephanie Allen:don't want to do these types of calls, or I don't want to. And I
Stephanie Allen:said, that's fair. You don't have to. I can step in as the
Stephanie Allen:integrator and having that experience and help. But I
Stephanie Allen:encourage you to keep an open mind, because if, if I can
Stephanie Allen:create a framework that's easy for you to do, and then you're
Stephanie Allen:actually helping build the business, and then you can have
Stephanie Allen:a bonus and sort of unstoppable revenue for yourself in this
Stephanie Allen:career, in this business. I don't know you might change your
Stephanie Allen:mind that you are open to doing it. So who you are today might
Stephanie Allen:not be who you are in six months or three months when we revisit
Stephanie Allen:this again. And the only reason I know that is because I've done
Stephanie Allen:that. I've been through that too. They're things like I
Stephanie Allen:thought, I'm never going to want to do that right, right? And
Stephanie Allen:then I end up doing it. So the job of the integrator, the
Stephanie Allen:second in command, is to champion the CEO's vision and
Stephanie Allen:the company's vision and those goals, and put it in a way that
Stephanie Allen:the team understands, and they understand how it helps their
Stephanie Allen:purpose on some level, because there's the individual purpose,
Stephanie Allen:and then there's purpose of the company, and you have a great
Stephanie Allen:team when those core values and purpose overlap, and as
Stephanie Allen:integrated, you leverage that knowledge, and you use that to
Stephanie Allen:inspire the team to evolve.
Janice Porter:It sounds so easy when you explain it. The thing
Janice Porter:that kept coming up for me when you were talking was it, it
Janice Porter:backs up a level to trust and trusting the person that's in
Janice Porter:front of you talking about it. So it is influence. But does
Janice Porter:influence start with it starts with trust, does it not?
Stephanie Allen:Of course, you have to get to know your team.
Stephanie Allen:Yeah, I have to build trust very quickly, because I'm coming in
Stephanie Allen:in the middle of things and not staying forever. Yes, and that
Stephanie Allen:just comes from years of leading a team and working with people
Stephanie Allen:and getting to know them. So I have ways of doing that, being
Stephanie Allen:vulnerable myself and asking them questions and getting to
Stephanie Allen:know people really quickly. And I really enjoy meeting different
Stephanie Allen:people, so that helps too. And it's interesting, when trust is
Stephanie Allen:built, your the team members get vulnerable. It's like, I'm not
Stephanie Allen:I'm not sure I wanted you to tell this. To my boss yet? Oh,
Stephanie Allen:yeah. So you you have to create a very safe space and also still
Stephanie Allen:protect the business at the same time. So I always say, this is
Stephanie Allen:what I'm going to say, this is what I need you to work on for
Stephanie Allen:our next check in. Or I'd like you to have a conversation with
Stephanie Allen:the CEO before we meet again. It's everything is clear to
Stephanie Allen:everyone, so I either coach them on how to bring it up with their
Stephanie Allen:boss, or I give them time to think about it, and I let them
Stephanie Allen:know what I am going to say, because there's certain things I
Stephanie Allen:do need to let the boss know, to protect them in the business.
Stephanie Allen:And I let the person know, because you didn't say this.
Stephanie Allen:It's okay for me not to say that, but if you were to come
Stephanie Allen:and say you're thinking of quitting or anything like that,
Stephanie Allen:I would have to tell the boss, right? So I'm very I have ground
Stephanie Allen:rules. I talk about what is private and what's public, and I
Stephanie Allen:even sometimes say to people, this is what I'm going to say.
Stephanie Allen:So you're not worried. Now. This is not the way every manager
Stephanie Allen:should work. This is me being a consultant fractional CEO at the
Stephanie Allen:same time. But it doesn't matter. Like one of the books
Stephanie Allen:I'm reading and that I enjoy revisiting is leading beyond
Stephanie Allen:change, by Michael Sahota and Audrey sohota. They're my
Stephanie Allen:mentors, and I've had training from them as well, and so you
Stephanie Allen:always have to, it's about creating a safe space, like you
Stephanie Allen:can't change behavior if you don't feel safe to be
Stephanie Allen:vulnerable, you're changing. So I've had a lot of training, and
Stephanie Allen:I keep up on that skill so I can have those things. I think it's
Stephanie Allen:really tough when you put people in a management position, and
Stephanie Allen:they don't have any tools in their toolbox to actually do the
Stephanie Allen:inspiring and to help people right?
Janice Porter:And I'm pretty much self taught with everything
Janice Porter:I've done since teaching. So I get that a lot. So many founders
Janice Porter:and small business owners, entrepreneurs, solopreneurs,
Janice Porter:they struggle like I do, to let go and delegate effectively. So
Janice Porter:if I'm looking for help and I don't trust it like I've done
Janice Porter:this so many times where I've delegated something, then I've
Janice Porter:had to check it every single time, because I don't trust the
Janice Porter:person. Is it because I haven't found the right person, or is it
Janice Porter:because, internally, I just can't trust don't know.
Stephanie Allen:It could be a few factors. Okay, usually I'm
Stephanie Allen:brought in to help figure out what the issue is. That's a
Stephanie Allen:great time to bring me in. So when I'm faced with that
Stephanie Allen:dilemma, sometimes it's that they don't understand what the
Stephanie Allen:priorities are, or they there. There's gaps in skill level and
Stephanie Allen:they need to be taught.
Janice Porter:And fear of of scaling or fear of doing
Janice Porter:whatever is supposed to come next, I guess, too, yeah,
Stephanie Allen:and maybe it's that there's unrealistic
Stephanie Allen:expectations. And I'm always curious, what was the onboarding
Stephanie Allen:like? What, what? What training did they get? And it's okay to
Stephanie Allen:learn on the job. I learned a lot of things on the job earlier
Stephanie Allen:on my career too, but I had amazing managers that would give
Stephanie Allen:me a chance to review things and teach me. I only learned about
Stephanie Allen:how to not make a mistake because people taught me how to
Stephanie Allen:do that. I think sometimes we assume people know how to check
Stephanie Allen:their own work. People know what high quality is, and if you, if
Stephanie Allen:you get through your career and you keep accelerating, and no
Stephanie Allen:one's taught you those skills, there'll be a point where it
Stephanie Allen:catches up to you and expectations are high, but you
Stephanie Allen:didn't actually have the foundation to be successful in
Stephanie Allen:it isn't
Janice Porter:that kind of the Peter Principle. So sort of, you
Janice Porter:heard of the Peter Principle. I don't think I've heard of that.
Janice Porter:No, it's sort of rising to the level of your incompetence,
Janice Porter:basically.
Stephanie Allen:Yeah, I think, I think I've always heard of it
Stephanie Allen:as the halo effect. Oh, okay, you do something really, really
Stephanie Allen:well, and then you keep advancing. But doesn't mean you
Stephanie Allen:have all the foundational skills next level, right?
Janice Porter:Yeah, interesting. Well, you created
Janice Porter:something called the panoramic operations roadmap. How does
Janice Porter:that help in the work that you do?
Stephanie Allen:It's a way for me to learn the business really
Stephanie Allen:quickly, but also give the business high value in a very
Stephanie Allen:short amount of time. So we do a half day workshop, and I ask a
Stephanie Allen:bunch of questions a questionnaire before the
Stephanie Allen:workshop, and I prepare a recommendation of what to do
Stephanie Allen:over the next 90 days to reach their goals. I also give them an
Stephanie Allen:assessment of what to keep, start and stop doing
Unknown:okay,
Stephanie Allen:and I let them know where. Quick Wins are to
Stephanie Allen:grow the business effectively faster and what they need more
Stephanie Allen:time to do. And I actually map it out, like what order to do it
Stephanie Allen:and what area of the business. And I look at all areas of the
Stephanie Allen:business. I look at the vision and the values. I look at HR,
Stephanie Allen:finance, operations, marketing, like the sales process. Every I
Stephanie Allen:look at the whole thing, and it's really fun when we do that
Stephanie Allen:together, and then they ask me to help them implement it.
Stephanie Allen:Usually, if they have a six month roadmap, we're there by
Stephanie Allen:the six months mark, and then we're continuing to, like, grow
Stephanie Allen:the business to the next level. So really, when people are at
Stephanie Allen:when people want to get to the next level in their business,
Stephanie Allen:and it's not they, they've not been able to do that on their
Stephanie Allen:own, it's a really good time to bring me in to do this
Stephanie Allen:assessment with them. I turn it into a half day workshop,
Stephanie Allen:because I collaborate with the CEO or them and their leadership
Stephanie Allen:team in that half day workshops, that when I deliver the roadmap,
Stephanie Allen:I already have buy in and input and clarity, that they can
Stephanie Allen:actually run that roadmap on their own. If they have the
Stephanie Allen:capacity and ability to do that with their team, they don't need
Stephanie Allen:to have me implement it the way I give it, and they get a whole
Stephanie Allen:suite of recommendations, tools and resources, all the templates
Stephanie Allen:I've created over time, up to that point in time, it's a lot
Stephanie Allen:of fun, and this is really where I have a lot of joy helping many
Stephanie Allen:businesses as quickly as I can, because I love operational
Stephanie Allen:design to unblock a company for unstoppable growth, and helping
Stephanie Allen:them do that, whatever it is, on their terms. You know, growth
Stephanie Allen:doesn't have to be a huge team. Growth doesn't have to be a
Stephanie Allen:billion dollars, right? It's, it's, to me, it's having a self
Stephanie Allen:managed team with flexibility to do what they are great at and to
Stephanie Allen:grow the business and have financial freedom. And financial
Stephanie Allen:freedom, to me, is possible when you're profitable, no matter
Stephanie Allen:what happens externally. If you have a healthy business, you
Stephanie Allen:have the ability to adapt and pivot, to still be relevant,
Stephanie Allen:because you have profit to help continue to build your business.
Janice Porter:So it was seemed to me that that that the the
Janice Porter:panoramic operations roadmap gives doing it as that half day
Janice Porter:workshop probably gives you enough time to build that trust
Janice Porter:in the with the CEO, CEO who's who's not sure, like they called
Janice Porter:you, but they're not really sure if they're ready or they need
Janice Porter:help, but then they're teetering, and so that gives you
Janice Porter:time to bring them on on side, right? I love that.
Stephanie Allen:And it's a way for them to see what I get right
Stephanie Allen:away. And yeah,
Janice Porter:and how you operate, how you work, and and
Janice Porter:so forth. Yeah, I love that. So what are the most common
Janice Porter:breakdowns that you see in the leadership dynamics and and how
Janice Porter:do you help repair them? So with a company within the C suite,
Janice Porter:let's say, right? I
Stephanie Allen:think the most common one is not talking about
Stephanie Allen:the tough stuff. You know, when I first go into a leadership
Stephanie Allen:team. The meetings are either pretty quick or they're talking
Stephanie Allen:about day to day stuff and not on the business as a team. Yes,
Janice Porter:okay,
Stephanie Allen:and I ask a lot of clarifying questions because
Stephanie Allen:of the skills I've grown
Janice Porter:and violence in the room. Well, no, then they're
Janice Porter:like, Wow, we we're
Stephanie Allen:happy we're talking about this now, right?
Stephanie Allen:So, yeah, that that is that's a good thing. I think it's
Stephanie Allen:communication, just making sure have the right communication
Stephanie Allen:happening. That's a big one. And then I think too, I find the
Stephanie Allen:team dynamics that are blocking the team, not just at the
Stephanie Allen:leadership level, but on all levels. And I clear that up at
Stephanie Allen:an individual level. And then I I think sometimes it's
Stephanie Allen:uncomfortable to work with me. I'm just going to come out like,
Stephanie Allen:I'm just going to be really honest about that, because any
Stephanie Allen:issue that you have in the business, I will uncover, yeah,
Stephanie Allen:and I will make a safe space as possible for us to deal with
Stephanie Allen:that issue.
Janice Porter:Yeah, I can understand somebody's going to
Janice Porter:get uncomfortable if they're not doing what they're supposed to
Janice Porter:be doing, or if it comes to light, and they've been coasting
Janice Porter:for the the last while, and now it's, you know, they've been
Janice Porter:caught, so to speak. And I'm not saying that it's like horrible
Janice Porter:or horrific. It's just it's a weakness in the company. I
Stephanie Allen:like to think of it as growing pains. Okay,
Stephanie Allen:grow unless you get through the growing pain, right? Yeah. So if
Stephanie Allen:you think of the human body, when we're growing really fast,
Stephanie Allen:we have aches and pains, or sometimes things are. Growing at
Stephanie Allen:a different pace, or sometimes, like, our frontal lobe is
Stephanie Allen:behaving one way, like when we're a teenager, and it's not
Stephanie Allen:necessarily the way we want to want to act, yeah? Well, I see
Stephanie Allen:operations that way, where there are growing pains and when
Stephanie Allen:communication is not happening properly. And I think it's
Stephanie Allen:because my whole success has been on communication. I think
Stephanie Allen:90, like 90% of issues can be solved with communication, and
Stephanie Allen:then the other stuff is technical and solving it that
Stephanie Allen:way, but you have to be on the same page before you can go
Stephanie Allen:forward, right? But when you get through those communication
Stephanie Allen:challenges, you build trust, but when you have to fix them, if
Stephanie Allen:it's a team dynamic, it feels like you're opening a Pandora's
Stephanie Allen:box and it's uncomfortable and it's ugly, and I have tools in
Stephanie Allen:my toolbox that bring us back on point, make it safe, make it
Stephanie Allen:easy to have those conversations, but when we get
Stephanie Allen:through that, the team is amazing, like it is like you are
Stephanie Allen:working as a team. You're collaborating in a way that you
Stephanie Allen:never thought was possible. And then business owners say, Wow, I
Stephanie Allen:have amazing clients, an amazing team doing amazing work. And
Stephanie Allen:when they say that to me, guess what's next? Now, we're growing
Stephanie Allen:our revenue. That's the next thing we can focus on, and we're
Stephanie Allen:doing it. And so if you you're trying to grow your revenue and
Stephanie Allen:an accelerated pace, and you don't have a collaborative, high
Stephanie Allen:functioning team, or you don't have all the right clients in
Stephanie Allen:your mix, or both. Doesn't matter how hard your sales team
Stephanie Allen:works, it's not going to is. You're not going to have the
Stephanie Allen:outcomes you want to the degree you want.
Janice Porter:So do you ever get in a situation where you
Janice Porter:have to say to the CEO, this this person is holding you back,
Janice Porter:this person doesn't fit in the mix, this person you know needs
Janice Porter:to be gone.
Stephanie Allen:I would say it a little differently. Of course
Stephanie Allen:you would I say, I would say if, if you keep this team the way it
Stephanie Allen:is, yeah, here are the three scenarios that could happen. Can
Stephanie Allen:you live with all three of those scenarios? Which one do you
Stephanie Allen:prefer? And so they get that information from me pretty early
Stephanie Allen:on. And then
Janice Porter:would you recommend? Yeah, I give
Stephanie Allen:them options, and they choose, yeah, okay. I
Stephanie Allen:say, here are the three scenarios, or here are the three
Stephanie Allen:options. You could you go with? Which one do you want? And I'll
Stephanie Allen:help you do it. Ultimately, their decision, of course, yeah,
Stephanie Allen:I support them with that. And then I work on, I work on
Stephanie Allen:leveling people up in the team. And you know, 90% of the time
Stephanie Allen:people rise to that occasion. 5% of the time people decide to
Stephanie Allen:gracefully exit on their own, sure, and the other 5% the the
Stephanie Allen:founder, the CEO, has a tough decision to make. So it's not a
Stephanie Allen:it's not a huge number that don't make it. And it's never
Stephanie Allen:easy when, for sure, when a team has to evolve. But it's tough.
Stephanie Allen:It's tough because, you know, you want to be careful, as a as
Stephanie Allen:a COO, that you're not just seen as
Janice Porter:the person that Yeah, but you
Stephanie Allen:know it. I'm sure many people who I've worked
Stephanie Allen:with have had that impression, and that's just part of part of
Stephanie Allen:the job. So
Janice Porter:I'm going to go back to your story about you
Janice Porter:starting a business in as a teenager. I know you have a son
Janice Porter:who's a teenager, I think or becoming almost.
Unknown:He's becoming one. He's not quite there
Janice Porter:yet. Do you see him as an entrepreneurial
Janice Porter:spirit? Is he going to do the same thing? Is he because I, I
Janice Porter:know that you like me, you're the on the business side, and
Janice Porter:your husband's a teacher. And my husband was a teacher as well.
Janice Porter:And, and that was steady, Eddie, right? That's that was his love,
Janice Porter:and the kids loved him. And, yeah, coached, and that was who
Janice Porter:he was. And it's funny, because I have two daughters, one's more
Janice Porter:like my husband, one's more like me. So I'm just curious what
Janice Porter:bent your son is taking, you see, at this early stage?
Stephanie Allen:Well, I'd say I'm definitely encouraging him
Stephanie Allen:to be an entrepreneur. I'm not sure he'll be an entrepreneur
Stephanie Allen:the same way I am. I think that he's going to accelerate faster
Stephanie Allen:than me as an entrepreneur in his career. What I know is that
Stephanie Allen:he's not going to be okay with the confines of a system, and he
Stephanie Allen:will not buy into it. And the and the reason I know this is he
Stephanie Allen:hasn't bought into the nine to five his whole life, yeah. And
Stephanie Allen:he has created business cases your son, yeah, he's like, in
Stephanie Allen:his mind, like, he's like, yes, like, and so eventually he's
Stephanie Allen:created, He created business case to, like, have the
Stephanie Allen:lifestyle he wanted. It, and I couldn't say no. So he's been
Stephanie Allen:trying since kindergarten to, like, change, like, redesign his
Stephanie Allen:life love. And it doesn't surprise me, because I'm someone
Stephanie Allen:that's designed my life to be the way I want it, within the
Stephanie Allen:confines of systems, and not that I can't change.
Janice Porter:So, like, things put me in an
Stephanie Allen:interesting position, because he, he gave me
Stephanie Allen:this whole business case about why he should be homeschooled
Stephanie Allen:and how we could do it, and he's been trying. And then I
Stephanie Allen:eventually, I said yes, because it would, I would have been a
Stephanie Allen:hypocrite if I had designed my own life and wouldn't support
Stephanie Allen:him designing his best life at 12,
Janice Porter:wow, and puts a whole other burden on you,
Stephanie Allen:not really, when your husband's a teacher
Stephanie Allen:and you have all the curriculum. And I have amazing support
Stephanie Allen:network, and my son is very disciplined in doing his
Stephanie Allen:schoolwork, and he's open to doing school with me in the
Stephanie Allen:evening or on weekends if I have a busy week with my business. So
Stephanie Allen:what I've discovered is he's actually learning more. He's
Stephanie Allen:written more. He's written better, and he's retained more
Stephanie Allen:information. He's interested in politics. He's interested in
Stephanie Allen:science. He's designing his own business right now. While he's a
Stephanie Allen:kid on his own. I'm not even part of it. He's like, figuring
Stephanie Allen:it out. He's not ready to show me, yeah, and he's learning
Stephanie Allen:about, he'll be learning about investments and how to how to do
Stephanie Allen:Wealth Management. In April, we're going to be doing it
Stephanie Allen:together, and I'm figuring out ways that he can be learning
Stephanie Allen:things with, with me, up in his own business. So the fact that
Stephanie Allen:he's doing all that, he's He's two years ahead of me. I think
Stephanie Allen:when I was like doing all this, I was 1415, yeah, he's doing it
Stephanie Allen:at 12, and I think it's going to be better with his money than
Stephanie Allen:me, because I'm teaching him all the things I wish I knew sooner.
Stephanie Allen:Yeah. So to me, I think that our education system is, is is good,
Stephanie Allen:so that everyone has access to it. But I don't think it's
Stephanie Allen:advancing in its approach as quickly as needed for today's
Stephanie Allen:minds and children and
Janice Porter:for the way it information is is brought to us
Janice Porter:so much faster now than it was, and that's the other reason I
Janice Porter:think that it doesn't keep up.
Stephanie Allen:Yeah, and I feel very blessed that I have
Stephanie Allen:designed my life to be able to teach my son and run a business.
Stephanie Allen:Yeah,
Janice Porter:it's amazing.
Stephanie Allen:And I, and this is what I and going back to what
Stephanie Allen:I said, where there'll be, you know, when you say you'll never
Stephanie Allen:do something, never say, Never you might change. So my mom
Stephanie Allen:laughs because I said I never wanted to be a teacher. I saw
Stephanie Allen:how hard it was she went through. My grandma was a
Stephanie Allen:teacher. My husband's a teacher. But guess what? I ended up
Stephanie Allen:becoming a teacher on my own terms, not in a way that I
Stephanie Allen:didn't want to be having to, like, live with anyone else's
Stephanie Allen:rules on it. Yeah. And yet I respect the curriculum of where
Stephanie Allen:we live, and I am teaching that curriculum, right? I'm I have
Stephanie Allen:flexibility in how I'm teaching it, yes, and it's been quite
Stephanie Allen:interesting that I've actually accepted that I am a teacher,
Stephanie Allen:just not in a school system. I love that, and once I owned
Stephanie Allen:that, I've noticed even in my consulting, I am teaching other
Stephanie Allen:people to how to how to be a teacher, especially at the
Stephanie Allen:manager level, I'm getting these breakthrough moments. Like,
Stephanie Allen:well, how would they know that if you didn't show them? Like,
Stephanie Allen:oh my gosh. So like, now I'm actually teaching people how to
Stephanie Allen:be teachers in business, which is just starting this year,
Stephanie Allen:because I've started to really lean into that role of teacher,
Stephanie Allen:even though I didn't,
Janice Porter:yes, yeah. Well, it has a certain, not stigma,
Janice Porter:but a certain aura around it, that is, and I think this is why
Janice Porter:I got out of teaching, is because I couldn't stay in the
Janice Porter:bureaucracy of it. I loved teaching the kids, but I
Janice Porter:couldn't being in the same place at the same time every day, and
Janice Porter:having to sit in the same lunchroom seat, because someone
Janice Porter:would have a fit if you sat in their seat, their seat, like it
Janice Porter:was just very set in their ways, kind of people. And I couldn't
Janice Porter:do that, so I found a way to teach as well in a different
Janice Porter:way. So yeah, it's interesting because, yeah, now
Stephanie Allen:one of the scariest things, though, for me
Stephanie Allen:as a parent is to do what's best for my kid, but maybe not the
Stephanie Allen:norm, of course. So like, that's the that's the part of it too,
Stephanie Allen:right? That that's where you have to be brave and take risks.
Stephanie Allen:I think we're always taking risks, whether we're a parent,
Stephanie Allen:whether we're a business owner, yes, but
Janice Porter:your son asked for it. He made the case for it,
Janice Porter:which makes Right, yeah, much easier to and he
Unknown:heard a lot of nos before he got a yes. So yeah,
Janice Porter:that's good, but now, how does he How do you
Janice Porter:socialize him? How does that work? When is
Stephanie Allen:his friends that he's made over the. Years,
Stephanie Allen:and he's now open to exploring other ways to get involved and
Stephanie Allen:meet people, which was not even something he wanted to do when
Stephanie Allen:he was kind of feeling the drag of going to school every day.
Stephanie Allen:Yeah, so he, I feel like he's venturing on his Troy, like he's
Stephanie Allen:getting trying to get into music. He's thinking about other
Stephanie Allen:things. I think the most the thing I'm most proud of is that
Stephanie Allen:he's creating his own amazing morning like he has his routine.
Stephanie Allen:It's also very powerful to be 12 and have no one telling you
Stephanie Allen:where you need to be and what you wanted, what you have to do.
Stephanie Allen:So he's learning this discipline, and he's learning
Stephanie Allen:how to be a very productive human being with freedom. It's
Stephanie Allen:safe to stay in the system. It's safe to say, show up at this
Stephanie Allen:time, sit here, do this worksheet, all that. But when
Stephanie Allen:you have to, like, do that for yourself and not have someone
Stephanie Allen:telling you what to do all the time, like, we work on a plan, I
Stephanie Allen:help him. But he has a lot of independence, and by having a
Stephanie Allen:lot of that independence, he's created discipline to have that
Stephanie Allen:structure that he needs, and I've helped him with that too.
Stephanie Allen:Yeah, you're very lucky. That's what I'm most proud of. And why?
Stephanie Allen:Yes, because he's getting to become a kid human, in my
Stephanie Allen:opinion,
Janice Porter:because kids need they need order and discipline
Janice Porter:and structure. But not everyone can do it the same way. Not
Janice Porter:everyone thrives doing it the same way. I my granddaughter's
Janice Porter:going to be one of those kids. She she has her own agenda, and
Janice Porter:you're not going to mess around with it. So just see her sit in
Janice Porter:a classroom all day will not be easy. So we're looking at
Janice Porter:different, you know, ways to support her with that, but,
Stephanie Allen:but I'm lucky. I've got a lot of great support
Stephanie Allen:network around me. I've got a lot of access to curriculum.
Stephanie Allen:It's not hard. It mean, it doesn't take me a lot of time to
Stephanie Allen:put his work together, and I can mark things at the right time
Stephanie Allen:and things like that. But also, I'm giving him access to other
Stephanie Allen:people, other than his parents, to support him too, like he's
Stephanie Allen:getting, it's not just like his own peer group that he's
Stephanie Allen:building. It's like he's getting access to a financial wealth
Stephanie Allen:coach. He's getting access to, you know, other people to talk
Stephanie Allen:to things like that, like he's building, I'm building his
Stephanie Allen:network of support for him,
Janice Porter:he'll have a LinkedIn profile soon. Yeah,
Janice Porter:maybe he
Stephanie Allen:can't wait till he's gonna make a YouTube
Stephanie Allen:channel. That's
Janice Porter:right. Oh yeah, right, exactly. Thanks for
Janice Porter:sharing that. That's really special. Actually, I really like
Janice Porter:that. So before we wrap up, a couple of quick questions. But
Janice Porter:first of all, I think you've already answered this, but What
Janice Porter:role have relationships played in your own business journey?
Janice Porter:And what would you say your biggest relationship rule is in
Janice Porter:business?
Stephanie Allen:Well, I think the biggest role the
Stephanie Allen:relationships played in my business was I've always had
Stephanie Allen:this amazing support network before I take a big leap, so I
Stephanie Allen:know that no matter what happens, I'll be okay, okay. And
Stephanie Allen:I was surrounded by a few amazing mentors who were
Stephanie Allen:supporting me when I took the leap to start my own business.
Stephanie Allen:So I didn't really feel scary like I thought it would. And
Stephanie Allen:then my role for relationships is really just listen and show
Stephanie Allen:up when they need you. So, for example, I work with multiple
Stephanie Allen:business owners, and I always try to really just be there when
Stephanie Allen:they they need me. Like, I'm accessible. They have on demand
Stephanie Allen:access to me. I never put a time limit, or I feel like, like,
Stephanie Allen:Call me when you need to. I'll let you know when I like, when I
Stephanie Allen:can listen or get back to you and let me know, if it's urgent,
Stephanie Allen:I feel like that, that's just like, show up and be there when
Stephanie Allen:you're needed, is the other rule, because I'm not great with
Stephanie Allen:the card sending. I'm not great with the gift giving. I'd like
Stephanie Allen:to be good at that one day, that's my goal. But I'm really
Stephanie Allen:good at really being there when you need me in the business, and
Stephanie Allen:being there for my core group of people that show up for me. And
Stephanie Allen:it's, it's not everyone, it's my clients and my close knit circle
Stephanie Allen:that I do that for. I might not, I wouldn't say that that's like
Stephanie Allen:everyone gets that treatment. There's certain like the certain
Stephanie Allen:most important relationships do, and I think for the broader
Stephanie Allen:network, how I handle the relationships, I always think
Stephanie Allen:about, well, how can I support you? What can I do to help you?
Stephanie Allen:How can we help each other? That's how I approach it as
Stephanie Allen:well. Mm, hmm.
Janice Porter:Yeah, that's very good advice, too, for people. So
Janice Porter:before we go, I would like to just ask you, so you're reading,
Janice Porter:you're reading an actual, real book, is that your preferable
Janice Porter:way of consuming information? These days,
Stephanie Allen:I like reading books, and I have different
Stephanie Allen:forms of books. I've got the hard copy book, I've got audio
Stephanie Allen:and I have to always reading because. Just so I just, I'm
Stephanie Allen:always reading. That's probably one of my mentors probably
Stephanie Allen:inspired me to do that. But I've always loved reading, and I'm
Stephanie Allen:really, I read a lot of business stuff and leadership
Janice Porter:stuff, for sure. And lastly, curiosity, that's my
Janice Porter:favorite word. So would you say that curiosity is innate or
Janice Porter:learned? And what are you most curious about these days?
Stephanie Allen:I think it could be both. The reason is, I
Stephanie Allen:actually try to teach people to be curious when they're not.
Stephanie Allen:Yes, when you have a curious team, it's a lot more fun to
Stephanie Allen:work with them. Curiosity is a way to expand your mind and
Stephanie Allen:think anything's possible and just to learn new things. What
Stephanie Allen:am I curious about right now? I'm curious about unique ways to
Stephanie Allen:be creative. So I'm reading. I'm reading, you know, I'm about to
Stephanie Allen:read this book that was recommended the trillion dollar
Stephanie Allen:coach. This is what I'm just starting to read. I usually read
Stephanie Allen:a few things at the same time, yeah, the one I already told
Stephanie Allen:you. And then I'm also reading this book of poems by Amanda
Stephanie Allen:Gorman. Call us what we carry. It was kind of inspired by the
Stephanie Allen:pandemic, and I'm slowly getting through it to remind me of what
Stephanie Allen:it's like to to be poetic. And the reason I'm doing this is
Stephanie Allen:because I want to be masterful at writing and telling stories.
Stephanie Allen:So I'm really curious right now about creative writing. It's
Stephanie Allen:easy to be a business writer. For me, it's, I used to be a
Stephanie Allen:really good creative writer when I was younger, so I'm trying to,
Stephanie Allen:like, get back into that and interesting enough. I'm using
Stephanie Allen:cooking to be creative. I've, I've become quite the chef in my
Stephanie Allen:family, and I've tried to branch out and share it with other
Stephanie Allen:people. So I enjoy cooking. I didn't know I was that good at
Stephanie Allen:it. Oh, that's fantastic. And creative and and now
Janice Porter:there's so much online about you know, I know
Janice Porter:sometimes I'll go even just to be a voyeur on Instagram and
Janice Porter:find something new to cook, because it's all, they're all
Janice Porter:out there. So maybe you'll be on there someday, doing, ready
Stephanie Allen:to do that. I'm really curious about to have,
Stephanie Allen:how to have high, good protein energy meals, and so I cook that
Stephanie Allen:way for my family.
Janice Porter:You're amazing, actually, super woman. I think
Janice Porter:we'll call you super. So I
Stephanie Allen:don't know if, I don't know if I'm I could, I
Stephanie Allen:could say that to myself, I there's a lot of things I don't
Stephanie Allen:get get done, right, but I just, I just try to be better the next
Stephanie Allen:day, right? Yeah, there you go. That's a
Janice Porter:great so thank you, Stephanie, for your time.
Janice Porter:Thank you for your wisdom. Thank you for sharing about your
Janice Porter:business. Because I think that you've reminded us that behind
Janice Porter:every thriving CEO, there's a trusted partner, someone who
Janice Porter:understands the vision, brings structure to the chaos and helps
Janice Porter:turn strategy into results. I think that the relationship, as
Janice Porter:you described it, between a visionary and an integrator,
Janice Porter:isn't just operational, it's transformational, and I would
Janice Porter:suggest that when if you're a found whether you're a founder,
Janice Porter:looking for your second in command or a leader ready to
Janice Porter:trust more and do less, Stephanie's wisdom offers a
Janice Porter:powerful road map, because in business, just like in life, the
Janice Porter:right relationships really do rule. And I encourage you to
Janice Porter:reach out if any of this resonates with you, and have a
Janice Porter:chat with Stephanie or check out her website. And I'll put all of
Janice Porter:that in in the show notes. What's the best way for them to
Janice Porter:find you on your website? Stephanie Allen consulting,
Stephanie Allen:yes, you can find me on my website. Stephanie
Stephanie Allen:Allen consulting, com or on LinkedIn, you can find Stephanie
Stephanie Allen:Allen, and you'll find me there, but all the ways to contact me
Stephanie Allen:are on my website as well. Perfect.
Janice Porter:Thank you so much, Stephanie, and thank you
Janice Porter:to everybody my loyal listeners who check in and hear what I
Janice Porter:have to say each week. I appreciate you, and if you like
Janice Porter:what you heard, please let us know and remember to stay
Janice Porter:connected and be remembered. You.