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Summary
In this episode of The SharePoint Helpdesk Podcast, I sit down with Carol Klocek, CEO of the Center for Transforming Lives (CTL) in Fort Worth, Texas. Carol shares her powerful journey from a challenging upbringing to leading one of the most impactful nonprofits in Texas. Together, we explore the trauma-informed work CTL provides for women and children, their recent move into a state-of-the-art facility, and how strong strategy creates lasting change. 

What You’ll Learn in This Episode:

• Carol’s personal journey into nonprofit leadership.
• What “trauma-informed care” means and why it matters.
• How CTL’s new building expands support for families with child care, counseling, and small business incubators.
• The importance of strategy in nonprofit growth and how SharePoint can support organizational operations.
• Lessons learned from moving into a new facility and preparing for future growth.
• Why having the right team matters just as much as having the right technology.

Our Guest:
Carol Klocek has served as CEO of the Center for Transforming Lives (CTL) since 2009. With a background in social work, business, and nonprofit leadership, she has guided CTL through tremendous growth. Today, CTL provides housing, child care, counseling, and economic opportunities for women and children in Tarrant County.

Links & Resources:

• 🌐 Center for Transforming Lives Website
  
  
• 📧 Contact Carol: cklocek at transforminglives dot  org
  
  
• 📘 Book Mentioned: White Poverty by Rev. William Barber
• 📝 Paper Mentioned: “Disrupting Poverty and Promoting Well-Being for Single Mother Families in Tarrant County” (by Dr. Bethany Edwards, CTL)
• On their Facebook page, you can see a full shot of the front of their new facility. Check out YouTube for a digital tour.  

One more thing:
If you enjoyed this conversation, subscribe to The SharePoint Helpdesk Podcast on your favorite podcast app. Leave me a review and share the episode! 

Connect with me on LinkedIn to continue the conversation! CTL is on LinkedIn too.

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Jazmen Jackson has entered the building...and she wants to rewire the way we think about the term "Strategic Planning". Actually, she wants us to stop using the term. When the episode was over I immediately started updating what I considered my business strategy and you will too, I promise. At minimum, you'll give your strategy a review. 

Tune in and let me know what you found valuable. 

My number one takeaway is that strategy isn't set it and forget it. Instead, it's living and breathing. And ALL of your business decisions should be rooted in that strategy. 

NOTE: This episode is Audio Only. 

Jazmen currently doesn't use social media. You can get in contact with her via her website: Standard Strategy Group, LLC

Here's her bio: 

Jazmen Jackson is a strategy consultant who helps small businesses grow with clarity and confidence. With over 10 years of experience working with entrepreneurs, family-run companies, and early-stage startups, Jazmen specializes in identifying growth opportunities, and turning everyday challenges into smart, actionable strategies.

Rather than offering one-size-fits-all advice, Jazmen works directly with business owners to create clear, practical plans—whether it’s refining a business model, improving operations, or charting a course for sustainable growth. Clients appreciate her down-to-earth style, no-jargon communication, and genuine investment in their success.

Jazmen holds a certificate in Strategic Management from Georgetown University and is a Certified Project Management Professional, Senior Business Strategy Professional, and Project Management Office - Certified Practitioner. She has experience in business process improvement, and small business consulting, equipping her with both the tools and insights to deliver real results—without the corporate fluff. She believes strategy should be simple, sound, and agile. 

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The Tackle Box: Chief Operating Officers should find them a SharePoint SME and marry them. Or maybe just form a really good business relationship with them. 😊 

In this episode, I read through the responsibilities section of a job announcement I found on LinkedIn. It’s from a company called Latinx Talk Therapy.  I broke down how SharePoint can support each bullet point. 

If you’re a COO at an organization that uses Microsoft 365, this episode is absolutely for YOU.

#LinkedInLove
No LinkedInLove this week

#FanMail  
No FanMail this week
 
#Announcements 
No announcements, except book a call with me if you’re a COO: https://calendly.com/sphd/main

#TheConnect

I'm on LinkedIn sharing tips on a regular basis.

I'm doing the same on TikTok! I'm loving it over there because I can share screenshots in the videos that help visualize what I'm talking about. Come check me out!

I'm on IG, FB and Threads too.

Don't forget about YouChube!

Send us a text

I think every Project Manager should be using SharePoint. Specifically, if you work at an organization that pays for the Microsoft 365 suite. Believe me...it's a GAME CHANGER. 

In this episode, I sit down with Misty Durham, a Project Manager specializing in Digital Transformation, to explore how SharePoint can be a game-changer for project managers. With 15 years at a Fortune 50 tech company, Misty has led organizational modernization efforts, crafting implementation strategies that enhance communication and collaboration. Now, through her platform, Miss Teams 365, she shares insights on leveraging tools like Teams®, SharePoint®, and MS Copilot® to rethink the way we work.

We dive into her journey to earning her PMP, the role SharePoint plays in digital transformation, and how project managers can use it to streamline collaboration, improve visibility, and take control of their projects. Whether you're a seasoned PM or just starting out, this conversation is packed with practical insights on why SharePoint deserves a spot in your project management toolkit.

Tune in and learn how to cut through the innovation overload to make SharePoint work for you!

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Here's where you can find Misty online: 

Instagram: http://instagram.com/MissTeams365

YouTube: https://www.youtube.com/@MissTeams365

LinkedIn: https://www.linkedin.com/company/missteams365

TikTok: https://www.tiktok.com/@missteams365

Here's where you can find me, Therman: 

I'm on LinkedIn sharing tips on a regular basis.

I'm doing the same on TikTok! I'm loving it over there because I can share screenshots in the videos that help visualize what I'm talking about. Come check me out!

I'm on IG, FB and Threads too. Don't forget about YouChube!

Send us a text

The Tackle Box 🥡
Please stop torturing your employees with emails. Especially emails that are considered announcements aka news. 
Instead, use your intranet. Use your SharePoint based intranet to publish these announcements. 

Tune in to hear 7 reasons why this just makes sense.  

#LinkedInLove ❤️
I shouted out Anthony Bennett this week. We connected on TikTok, but eventually LinkedIn. He hung out on my first ever TikTok live with me. He asked some great questions and got value out of it. Shout out to him!

#FanMail ✉️
I highlighted a YouTube viewer named cody-9g for his comment on my "15 Years of SharePoint Mastery in 6 Minutes!" video. 

Shout out to Cody!

#TheConnect 🫱🏿‍🫲🏿
I mentioned my media team, Brandoxel. They will get you HOOKED UP! Hit up Daniel for more info. 

I'm on LinkedIn sharing tips on a regular basis.

I'm doing the same on TikTok! I'm loving it over there because I can share screenshots in the videos that help visualize what I'm talking about. Come check me out!

I'm on IG, FB and Threads too. Don't forget about YouChube!

#Announcements 📢
Come to the Podcast Guesting for Tech Savvy Entrepreneurs event I mentioned in the episode. It's happening on DEC 19th @ 1PM Eastern. You NEED to be there. Trust me. Click Here to register.

Just dropped a new course at: AutomateYourStatusReport.com
In under a half hour, you'll learn how to create your status report and then automate it. You'll be able to do this during your next shift at work. Promise

If you need to create a Risk Register, do it in SharePoint. See here for more.

I'm giving a bonus to ALL of my email subscribers in my next email going on DEC 20th, 2024. Just a little gift for the holidays...EXCLUSIVE for the email list. Join here: SharePointFreebie.com so you don't miss out.

✌🏿

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The Tackle Box 🥡
If you create Weekly Status Reports (I'm looking at you...Executive Admins and Assistants...Virtual Assistants too 👀), then this episode is for you. I go into detail about how you can automate your status report (a little technical, but not too bad). More importantly, I move into the "WHY". 

I give three reasons WHY you should automate your Weekly Status reports. 

I had a lot of fun with this one. I think you will too. 

#LinkedInLove ❤️
I shouted out Marcus Bullock this week because of multiple reasons. He's the creator of an app called Flikshop. It's an app used to keep in contact with your folks who are incarcerated. Someone showed him some love the other day on LinkedIn and I thought it was dope af! Marcus teaches folks how to get paid for speaking via his Speaker's Launchpad program. Shoutout to him. Go follow him here on Instagram and/or LinkedIn. 

#FanMail ✉️
I got an email from a customer that said the following:
"The project manager came to me and said that the client asked for a better overview of the orders and status. Our guys keep sending him messy Excel sheets that gives him a headache. 

We sat down yesterday, and I planned the new site IN A SHAREPOINT LIST! The client LOVED it! Our project manager said he is sure this will play a big role in keeping the contract. 

This was all thanks to you, Therman! Thank you"!

This was VERY exciting to read. I love to help! Let me help you!

#TheConnect 🫱🏿‍🫲🏿
The YouTube video I mentioned that's getting a bunch of dope comments:

I'm on LinkedIn sharing tips on a regular basis.

I'm doing the same on TikTok! I'm loving it over there because I can share screenshots in the videos that help visualize what I'm talking about. Come check me out!

I'm on IG, FB and Threads too. Don't forget about YouChube!

#Announcements 📢
Just dropped a new course at: AutomateYourStatusReport.com
In under a half hour, you'll learn how to create your status report and then automate it. You'll be able to do this during your next shift at work. Promise

If you need to create a Risk Register, do it in SharePoint. See here for more.

I've mentioned that I'm creating a new program next year, but I was calling it the "SPHD Community". I've now updated the name to the "SPHD Academy". This is because the focus is on learning. Access to unlimited training. Along with two Q&A sessions per month. I hope you can make it.

I'm beefing up the content for my email subscribers. Social media is just gonna have to take a back seat. Go to SharePointFreebie.com to sign up. You'll also get my list building training as well as my webinar replay: The Future of File Organi

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A few weeks ago, I shouted out Constance Jackson on my segment, LinkedInLove. Today, she joins the show to give us a run down on how her mind works and how she got to where she is today.

She talks about her move from Florida to Washington and what that did to her mental state. She tells us why she was given an honorable discharge from the military without serving ONE day!

We learn why her first real job caused her to always keep her financial house in order.

Then Constance tells us about how she entered the public sector world by helping parents get their child support money.  BTW...did you know that Lockheed Martin was in the business of child support at one point!? Listen in for more on that.
Also, find out why when things got dangerous...she had to get out of this line of work.

Constance also tells us about why it's important to READ YOUR CONTRACTS (or have someone like her read and interpret them for you).

She knows what she's talking about! Tune in to hear me pick her brain.

#TheConnect
Check out Constance's website or find her on the following social channels:

Constance on IG

X

LinkedIn

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#TheTackleBox
There are other POWERFUL tools inside the 365 suite that work GREAT with SharePoint. Tune in to find out what they are.

#LinkedInLove
This week, I shouted out my guy Mac Laubscher. He's the guy behind the #SocialSaturday LinkedIn audio room that runs every Saturday.

#FanMail
This week, instead of relying on just the Buzzsprout fanmail link, I pulled some love from TikTok. Shout out to Arielle Lyons for showing me love on this video. She said I changed her life. How dope is that!?

#Announcements
Go to SharePointFreebie.com, not only for your list building intro, but now I've added the "Future of File Organization" replay. This was an event where I showed everyone how to replace their folders with metadata. Go get it. You NEED that in your life!

#TheConnect

I'm on LinkedIn sharing tips on a regular basis.

I'm doing the same on TikTok! I'm loving it over there because I can share screenshots in the videos that help visualize what I'm talking about. Come check me out!

I'm on IG, FB and Threads too.

Don't forget about YouChube!

Send us a text

#TheTackleBox
We all have to collaborate with users outside of our organization. It's a MUST.
A SharePoint site is a GREAT way to collaborate with these folks. Can you imagine? All the things I talk about...can you imagine being able to do that with folks outside of your organization?! It would bring your collaboration to the next level!

The issue is...Microsoft doesn't make it easy...or simple...But I do :-)

Tune into the episode so you can get the rundown on the EASIEST way to collaborate with your external partners.

#LinkedInLove
This week, I shouted out one of my favorite creators in the SharePoint community...Greg Zelfond. I've been following his stuff for YEARS! I wouldn't be where I am with him sharing his knowledge. Follow him on LinkedIn (and YouTube) for some great SharePoint content.

#FanMail (might rename this segment to #sadmail)
I got no fanmail this week, but I did invite you to send me some. Send me a SharePoint question and I'll answer it on air!

#Announcements
Go to SharePointFreebie.com, not only for your list building intro, but also to hop on my email list. I send out an, email-subscriber only kinda magazine. It's another way to spread the good SharePoint word. But again...you only get it if you're subscribed.

I'm starting a community next year to bring ALL of the SharePoint help I can provide to you, under ONE roof. There is just TOO much for you to know and I want to make sure I can give it all to you in one nice cozy part of the internet...and that's inside the SPHD Community. I might build this in public as well. If I do, I'm going to do it here (need to be logged into LinkedIn).

#TheConnect

I'm on LinkedIn sharing tips on a regular basis.

I'm doing the same on TikTok! I'm loving it over there because I can share screenshots in the videos that help visualize what I'm talking about. Come check me out!

I'm on IG, FB and Threads too.

Don't forget about YouChube!

Send us a text

The Tackle Box 
I just ranted for 15 minutes about why you need to stop slackin

#LinkedInLove
No LinkedInLove this week. Back next week tho 

#FanMail
No fan mail this week. 

#TheConnect

I'm on LinkedIn sharing tips on a regular basis.

I'm doing the same on TikTok! I'm having fun. Gimme a follow!

I'm on IG, FB and Threads too.

Don't forget about YouChube!

#Announcements

Go to SharePointFreebie.com if you want me to walk you through building your first list.