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Heidi Helfand is the author of Dynamic Reteaming, which outlines practical strategies for orchestrating successful team and company org changes. Her work is informed by more than 20 years in the tech industry at notable companies like AppFolio, Procore, and Expertcity/GoToMeeting. Today, she dedicates her efforts to sharing her knowledge through workshops, comprehensive courses, and consultative services, helping organizations navigate and optimize their team structures. In this episode, we discuss:

\u2022 The importance of reteaming and reorging

\u2022 The benefits of embracing reteaming

\u2022 The five patterns of reteaming: one by one, grow and split, merging, isolation, and switching

\u2022 Examples of successful reteaming

\u2022 Why stable teams are not always ideal

\u2022 How change can lead to great career opportunities

\u2022 The RIDE framework for decision-making

\u2022 Advice on how to set up isolated teams for success

\u2022 The anti-patterns of reteaming and the challenges that can arise

\u2022 Tactical tips for becoming a better listener

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Brought to you by:

\u2022 Productroadmap.ai\u2014AI to connect your roadmaps to revenue

\u2022 Hex\u2014Helping teams ask and answer data questions by working together

\u2022 Ahrefs\u2014Improve your website\u2019s SEO for free

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Find the full transcript at: https://www.lennysnewsletter.com/p/the-art-and-wisdom-of-changing-teams

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Where to find Heidi Helfand:

\u2022 X: https://twitter.com/heidihelfand

\u2022 LinkedIn: https://www.linkedin.com/in/heidihelfand/

\u2022 Website: https://www.heidihelfand.com/

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Where to find Lenny:

\u2022 Newsletter: https://www.lennysnewsletter.com

\u2022 X: https://twitter.com/lennysan

\u2022 LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

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In this episode, we cover:

(00:00) Heidi\u2019s background

(03:40) How Heidi got involved with reteaming and reorgs

(07:37) Advice for people dealing with reorgs

(11:56) The benefits of change and the RIDE framework

(17:11) The five patterns of reteaming

(20:00) The power of isolation

(27:38) Advice on how to be successful by isolating small teams

(33:27) Supporting and protecting internal startups

(34:33) The one-by-one pattern

(36:44) The grow and split pattern

(39:20) The merging pattern

(42:14) The switching pattern

(50:18) Anti-patterns of reteaming

(52:49) Embracing change and growth

(58:48) How to become a better listener

(01:01:28) Lightning round

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Referenced:

\u2022 Dynamic Reteaming: The Art and Wisdom of Changing Teams: https://www.amazon.com/Dynamic-Reteaming-Wisdom-Changing-Teams/dp/1492061298

\u2022 O\u2019Reilly: https://www.oreilly.com/

\u2022 Procore Technologies: https://www.procore.com/

\u2022 Kristian Lindwall on LinkedIn: https://www.linkedin.com/in/kristianlindwall/

\u2022 Chris Smith on LinkedIn: https://www.linkedin.com/in/chrissmithagile

\u2022 Transitions: Making Sense of Life\u2019s Changes: https://www.amazon.com/Transitions-Making-Changes-Revised-Anniversary/dp/073820904X

\u2022 Pat Wadors on LinkedIn: https://www.linkedin.com/in/patwadors/

\u2022 The Four Steps to the Epiphany: Successful Strategies for Products That Win: https://www.amazon.com/Four-Steps-Epiphany-Successful-Strategies/dp/1119690358

\u2022 GoToMyPC: https://get.gotomypc.com/

\u2022 Teamwork: https://www.amazon.com/Teamwork-Right-Wrong-Interpersonal-Communication/dp/0803932901

\u2022 AppFolio: https://www.appfolio.com/

\u2022 SecureDocs: https://www.securedocs.com/

\u2022 Citrix: https://www.citrix.com/

\u2022 The Culture Code: The Secrets of Highly Successful Groups: https://www.amazon.com/Culture-Code-Secrets-Highly-Successful/dp/0804176981

\u2022 Tuckman\u2019s stages of group development: https://en.wikipedia.org/wiki/Tuckman%27s_stages_of_group_development

\u2022 Rich Sheridan on LinkedIn: https://www.linkedin.com/in/menloprez/

\xa0\u2022 Menlo Innovations: https://menloinnovations.com/

\u2022 Drive: The Surprising Truth About What Motivates Us: https://www.amazon.com/Drive-Surprising-Truth-About-Motivates/dp/1594484805

\u2022 Toyota Kata: Managing People for Improvement, Adaptiveness and Superior Results: https://www.amazon.com/Toyota-Kata-Managing-Improvement-Adaptiveness/dp/0071635238

\u2022 Paulo Freire: https://en.wikipedia.org/wiki/Paulo_Freire

\u2022 Jon Walker on LinkedIn: https://www.linkedin.com/in/jwalker/

\u2022 Managing Corporate Lifecycles: https://www.amazon.com/Managing-Corporate-Lifecycles-Ichak-Adizes/dp/9381860548

\u2022 The Adizes Institute: https://www.adizes.com/

\u2022 John Cutler on Lenny\u2019s Podcast: https://www.lennyspodcast.com/what-differentiates-the-highest-performing-product-teams-john-cutler-amplitude-the-beautiful-mes/

\u2022 Co-Active Training Institute: https://coactive.com/

\u2022 Co-Active Coaching: The proven framework for transformative conversations at work and in life: https://www.amazon.com/Co-Active-Coaching-Fourth-transformative-conversations/dp/1473674980

\u2022 Creating Intelligent Teams: https://www.amazon.com/Creating-Intelligent-teams-Anne-R%C3%B8d/dp/186922583X

\u2022 The Surprising Power of Liberating Structures: Simple Rules to Unleash a Culture of Innovation: https://www.amazon.com/Surprising-Power-Liberating-Structures-Innovation/dp/0615975305

\u2022 Facilitator\u2019s Guide to Participatory Decision-Making: https://www.amazon.com/Facilitators-Participatory-Decision-Making-Jossey-bass-Management/dp/1118404955

\u2022 The Bear on Hulu: https://www.hulu.com/series/the-bear-05eb6a8e-90ed-4947-8c0b-e6536cbddd5f

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Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.

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Lenny may be an investor in the companies discussed.