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In this episode of Mixology, Kristine and Shannon dive into the messy, nuanced, and often hilarious world of planning season—where personal goals, team goals, and organizational goals collide. From SMART frameworks to strategic bets, from middle management translation work to the art of pushing back on vague requests (“We need a certification program!”), this conversation unpacks how customer education and customer marketing leaders can set meaningful goals without drowning in to do lists. You’ll hear us explore: • How personal, team, and organizational goals ladder together • Why middle managers often sit at the crossroads of strategy and execution • How to use SMART goals without losing your mind • The difference between activities and outcomes—and why it matters • How to coach stakeholders when requests are unclear or misaligned • What ICs can do to avoid overload while still driving impact • Why storytelling is the connective tissue of effective planning And yes… there’s hot chocolate with hazelnut espresso vodka involved. If you’re heading into planning season, leading a team, or navigating the “team of one” life in CEd or CM, this one’s for you. #CEd #AIinCE #customereducation #customermarketing @craterlakespirits1996 Thumbnail art: https://www.dreamstime.com/s-board-ga...