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Heidi Helfand

Advisor, Software Productization @ ViQi Inc

Author of Dynamic Reteaming. 20+ year SaaS career including launches of Procore and AppFolio to IPO.

β€œChange and growth are natural parts of company evolution. Don’t fear reteaming or reorgs; instead, embrace these changes, actively plan for them, and leverage the five reteaming patterns to create a dynamic and adaptive organizational culture.”

Career History

CompanyRoleYears
ViQi IncAdvisor, Software Productization~2022-present
Procore TechnologiesDirector of Engineering Excellence~2018-2022
AppFolioPrincipal Agile Coach~2008-2018
ExpertCity (Citrix)Project Manager / Writer~2000-2008

Episodes (1)

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Quotable Clips

β€œSo giving choice is important. And again, there are different grades of transparency. We weren't up for doing this kind of open reteaming self-selection event, but we were open to the whiteboard varia...”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

11:38
β€œSometimes we're going to have a say, we're going to be able to participate, sometimes we're not. And being clear on who the decision maker is in a change is really important.”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

14:00
β€œMake a schedule biased towards shorter as opposed to longer. You don't want to deliberate on this forever, because especially as you include more people, it can be distracting. So you want to proceed ...”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

16:53
β€œAnd so, one, separate location. There's another story in the book about a team that incubated a product idea within Citrix and they were in a garage of all places, so they were really isolated. But ju...”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

28:58
β€œThere's this entity. I remember visiting their office in Santa Barbara. It's great to see your friends succeed and thrive. And we developed other companies in that way.”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

32:14
β€œYeah. And in the book it might be a little blurred because this is like some of the... Switching and one by one sound very similar, and they do have some Venn diagram overlaps, but I'll distinguish th...”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

34:56
β€œThere's also, I probably wrote about it like, poof, they're gone or suddenly they're here. Reteaming or having people suddenly show up and you weren't expecting them or suddenly they're gone and there...”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

51:15
β€œYeah, yeah, definitely. So we coach and help each other as we go along.”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

58:42
β€œI will say that sometimes I'm not a good listener though.”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

1:01:08
β€œI don't think so. I really appreciate your questions and talking with you.”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

1:01:22
β€œLeading Intelligent Teams is one, Liberating Structures is another one, and of course, Transitions by William Bridges. I also like the Leader's Guide to Participatory Decision-Making.”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

1:01:39
β€œI did like The Bear, the cooking-related show, the restaurant-related show, and gets into the hospitality industry. I really like that. Movies, there isn't really one that stands out. I always look fo...”
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Heidi Helfand

The art and wisdom of changing teams | Heidi Helfand (author of Dynamic Reteaming)

1:01:57