Dan Montgomery

Dan Montgomery

Agile Strategies

Member since 5 years


Dan Montgomery

Specialises In (based on submitted proposals)
empowerment social-services governance-and-strategy okrs enterprise-agile

Dan is Founder and Managing Director of Agile Strategies. He has come to the world of agile with a diverse background in IT management, human resources, strategic planning, executive and team coaching, and performance measurement. His industry experience includes health care, technology, human services, higher education, natural products, utilities, government, financial services, social entrepreneurship, and construction. This diversity of perspective informs a holistic point of view on how culture, leadership, and work process impact customer value and financial performance.

He is an accomplished trainer and facilitator, and has led strategy courses in a number of locations in the U.S., Canada, and in the Middle East, and led the development of strategic plans for dozens of clients.

Prior to founding Agile Strategies, Dan was Vice President of Professional Services for the Balanced Scorecard Institute and led the company’s consulting practice. He is co-author of The Institute Way: Simplify Strategic Planning and Management with the Balanced Scorecard (The Institute Press, Cary, NC, 2013). His previous professional consulting experience includes work with Accenture and Ernst & Young, as well as management positions in financial services, health care, and technology. Dan has an MBA from the University of Colorado, as well as a Masters in Psychology from Naropa University.

Dan and his wife Beth live in Boulder, Colorado, a center of business innovation and healthy lifestyles.