Building Purposeful Teams, with Teresa Caro, Co-Author of The Purpose Playbook (North Fulton Business Radio, Episode 825)
In this episode of North Fulton Business Radio, host John Ray interviews Teresa Caro, the founder of Liminist and co-author of The Purpose Playbook: The Definitive Guide to Building Your Team’s Purpose, Vision, Tenants, and Values. Teresa discusses the significance of her new book in helping leaders develop their teams’ purpose, vision, tenants, and values. She shares insights on the inspiration behind the book, coauthored with Jeff Hilimire and Megan Barney, and the collaborative process involved. The conversation extends to the practical tools and methods of implementing the playbook within organizations, the importance of constructive conflict and accountability, and key success stories from Teresa’s experience. Teresa also emphasizes the detailed steps for ensuring a team is ready for the book’s methodologies and the benefits of maintaining a transformative mindset.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.
The Purpose Playbook: The Definitive Guide to Building Your Team’s Purpose, Vision, Tenants, and Values
Everyone knows that the “right kind” of team includes a clear purpose, clear vision, clear objectives, clear roles, and mutual trust. However, establishing this is easier said than done—especially in today’s ad hoc and asynchronous work culture. So where do leaders of teams or organizations who aim to drive high performance begin?
The Purpose Playbook, a companion guide to the Turnaround Leadership Series, is designed to help teams and businesses alike to develop purpose-driven leadership. The methodology and corresponding activities help teams uncover and craft their Purpose, Vision, Tenets, & Values (PVTV), leveraging Jeff Hilimire’s proprietary leadership concept.
This book was written by co-authors Jeff Hilimire, Teresa Caro, and Megan Barney and developed from their years of experience running this process with their own teams and countless consulting assignments working with partners going through their own journeys.
Whether you’re a seasoned leader or a facilitator, this playbook is designed to help you navigate the meaningful journey of shaping a culture that’s rooted in purpose and clear vision. Part narrative, part roadmap, part execution, The Purpose Playbook uniquely helps leaders and teams picture themselves going through this process, while including practical activities and instruction to help tactically guide them along the way.
This playbook includes the formula for creating a shared objective, instilling a sense of “why” within the team that deepens commitment and engagement, and ultimately embeds purpose at the heart of your operations.
Amazon | Barnes & Noble | Bookshop.org
Teresa Caro, Founder and CEO, Liminist and Co-Author, The Purpose Playbook
Teresa Caro is the founder and CEO of Liminist, where she leverages her unique LIMINAL methodology—Learn, Investigate, Measure, Innovate, Navigate, Adapt, Lead—to drive transformative growth and performance enhancements in C-suite executives, senior leaders, and high-potential teams.
With a strategic acumen and an empathetic, grounded leadership style, Teresa empowers individuals and teams to achieve excellence, adaptability, and strategic prowess in the face of digital transformations and acquisitions.
Teresa’s career spans over two decades of leadership in high-stakes environments, guiding leadership teams, marketing departments, and agencies toward significant achievements, particularly in acquisitions and digital transformations. As a decorated professional with accolades such as Cannes Lion, Effie, and Clio awards, she has established a reputation for creating solid foundations that foster outstanding work. Her expertise covers essential sectors like CPG, Retail/eCommerce, Fintech, and B2B SaaS. Notable leadership roles at esteemed organizations such as Razorfish, Engauge (acquired by Publicis), and Atlanticus highlight her ability to bring invaluable insights and knowledge to every coaching engagement.
Beyond her professional commitments, Teresa actively contributes to the development of future leaders as a mentor coach for OnBoard and the UGA Digital Marketing Competition. She is the co-author of The Purpose Playbook, a companion guide to the Turnaround Leadership Series, to create purpose-driven leadership and lead teams with transformative mindsets. Her coaching approach, characterized by a blend of empathy and grounded leadership, inspires excellence in the professional sphere and emphasizes the importance of personal fulfillment.
Teresa holds a bachelor’s degree from Villanova University and an MBA from Georgia State University. She is a Certified Executive Coach through the Center for Executive Coaching (CEC) and holds a Professional Certified Coach (PCC) credential from the International Coach Federation (ICF). Teresa also holds certifications in Wiley’s PXT Select Assessments, is a Positive Intelligence mental fitness coach, and is an Authorized Partner of Five Behaviors. These diverse certifications enable her to address a wide range of challenges, guiding leaders and teams toward sustained high performance.
An avid golfer, yoga enthusiast, and a person who cherishes family time, Teresa embodies the ruthless prioritization of professional ambition and personal joy, encouraging her clients to prioritize their lives similarly.
Topics Discussed in this Episode
00:00 Introduction and Welcome
00:26 Guest Introduction: Teresa Caro
01:43 About Liminist and Its Mission
02:58 Introducing The Purpose Playbook
03:39 The Story Behind the Book
10:43 Key Concepts: Purpose, Vision, Tenants, and Values
13:48 Who Should Use The Purpose Playbook?
20:36 Success Stories and Implementation
26:07 Where to Find The Purpose Playbook
27:42 Conclusion and Final Thoughts
Renasant Bank supports North Fulton Business Radio
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.
Website | LinkedIn | Facebook | Instagram | X (Twitter) | YouTube
About North Fulton Business Radio and host John Ray
With over 800 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!
The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.
John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.
The studio address is 275 South Main Street, Alpharetta, GA 30009.
John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.
John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.
