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Mark Morgan - StratEx Advisors, Inc.. Shingle Springs, CA, US

Mark Morgan Mark Morgan

StratEx Advisors, Inc.

Shingle Springs, CA, UNITED STATES

Convert Your Strategy into the Personal and Business Results That Matter



Mark Morgan has a 30 year history of work with individuals, teams and organizations helping them clarify what they want and focus on getting it . His belief is that solutions to organizational challenges are best constructed to match the unique DNA of the organization. Mark has dedicated his career to implementing pragmatic solutions based on the best research available. This means that Mark’s focus is on what the organization can accomplish given their situation, competency and desire. Mark’s bias is that the real strategy of an organization depends on the decision process that determines actions that serve short term, long term and transformational goals. Organizations that have created decision clarity have the ability to create outstanding results are great places to work. This also creates a challenge because as Mark puts it “To get what we have never had, we must be willing to do what we have never done”.

Throughout Mark’s career, that covers engineering, line management, leadership development, business start-up, project management, program management, portfolio management, strategic planning, workshop facilitation and public speaking, Mark has worked with individuals and companies in the high-tech, bio-tech, construction, consumer goods, high volume manufacturing, software, healthcare and internet industries.

Industry Expertise (3)

Computer Hardware

Corporate Leadership

Business Services

Areas of Expertise (5)


Strategic Planning

Strategic Execution

Organizational Effectiveness


Accomplishments (5)

Published "Executing Your Business Transformation" with Jossey Bass (professional)

Along with my colleagues from American Power Conversion and Schneider Electric, we created a unique book about what it takes to transform a company. Along the way we distilled the major learning into 11 specific lessons that leaders of organizations can use to guide their thinking and action. It is an unconventional look at the subject of organizational change.

Published "Executing Your Strategy" with Harvard Business Press (professional)

Took on the lead role in the authoring of a best selling book "Executing Your Strategy" Along with my colleagues Ray Levitt from Stanford and William Malek, we created a book of lasting value for people not only in business but in personal life

Created the first Program Management Course (professional)

Created Mastering the Integrated Program for the Stanford Advanced Project Management offering through the Stanford Center for Professional development. This program continued to grow in popularity and was awarded Best Non-Degree Program by The Association for Continued Higher Education

Created a startup company under license to the National Football League (professional)

Developed a new product look and feel and obtained approval from the National Football League as a licensed supplier.

Executed a best in class quality management system for IBM (professional)

Created the processes, people and tools for the elimination of circuit card defects resulting in a 10X decrease in defect rates and millions saved in product cost

Education (2)

Golden Gate University: MBA, Masters in Business Administration 1986

California Polytechnic State University (Cal Poly): BS Engineering Technology, Engineering 1977

Majored in Mechanical Design and Manufacturing Processes

Affiliations (2)

  • Association for Strategic Planning
  • Project Management Institute

Event Appearances (5)

Putting the Enterprise in Enterprise Portfolio Management

Microsoft PPM Forum  San Francisco


Executing Your Business Transformation

Human Resources People and Strategy  Webinar


Enterprise Portfolio Management

Institute for International Research Webinar Series  Webinar


Executing Your Strategy

Project Management Institute 35th Anniversary  San Francisco


Executing Strategy

ASID Annual Conference  Calgary, Alberta Canada


Sample Talks (1)

The 6 Things Make Strategy Work

You have probably had strategies that did not work out. 90% never do. So how can you get to be part of the effective few? Whether you are a consumer goods company or a business to business service organization or something else entirely, there are a few principles of making strategy a reality that you can put in place immediately. This talk is about what separates the best from the rest and gives you what you need to bring about your hopes and dreams in a practical and effective way.



  • Keynote
  • Moderator
  • Panelist
  • Workshop Leader
  • Host/MC


2500 to 25000 *Will consider certain engagements for no fee