Beachwood, Ohio

Business Operating System expert helping leaders build businesses of significance.

Founder of CallPlease. Business Operating System Coach and Partner at Impact Architects. Certified Exit Planning Advisor. I've owned or led a dozen companies and coached 200+ more.

Jim Haviland

Three active roles, one operating philosophy

Founder / COO

CallPlease

A cloud-based call log that helps ambitious leaders and their teams simplify how they track, sync, and manage communications. Running day-to-day operations since 2017.

callplease.com →
Partner / BOS Coach

Impact Architects

Helping entrepreneurial leadership teams crystallize their vision, gain traction, and become healthy, functional, cohesive teams — using Ninety and a complementary set of tools and coaching.

My IA bio →
CEPA

Value Growth

Certified Exit Planning Advisor, trained in the Exit Planning Institute's Value Acceleration Methodology — growing a company's transferable value long before any exit conversation starts, whether that's next year or never.

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I've been building peer communities since long before it was a category

From 2013 to 2019, I founded and ran Digital Transformation Thought Leaders and its subgroup Mobile Thought Leaders — a global peer network that grew to over 3,000 professionals, meeting in person across 50 cities, with hundreds of gatherings, webinars, and peer research projects along the way. It's the same instinct behind everything I've built since: put the right people in a room together on a real cadence, and the value takes care of itself.

Before any of that, I trained as an electrical engineer at the University of Michigan (Cooley Award, twice), picked up a New Ventures certificate at Wharton, and spent years in professional audio and media production — work that touched Grammy, Oscar, and Emmy-winning projects, and taught me most of what I know about what it actually takes to get a room of talented people rowing in the same direction.

"I have had the absolute pleasure of working with Jim Haviland during my entire tenure at Vox Mobile, over 5 years. He was one of those rare individuals that could comfortably discuss and develop a long-term strategy with C-level executives. Frankly, he is like a mentor to me and helped guide my own shift from tactical and technical skills to more of a strategic and long-term capability. His efforts in building out the Mobile Thought Leaders community is extraordinary and almost entirely driven by his own efforts and initiatives."

— Harjot Sidhu, Senior Technical Architect, Insight

"Jim brought a solid background in professional Audio and great ears to our technical engineering group. His commitment to the task at hand and his excellent work added to Universal having what I still believe was the best tech staff in Chicago at the time."

— Greg Rankin, Technologist/Elucidator, Tech Tonic LLC

Everywhere I've worked, in order

This is the whole timeline — current roles are featured above, everything else is here for the record and for anyone trying to figure out which "Jim Haviland" they're looking at.

Sep 2018 – Present

Partner / Business Operating System Coach

Impact Architects · Greater Cleveland

Helping entrepreneurial leadership teams crystallize their vision, gain traction, and become healthy, functional, cohesive teams.

Jan 2017 – Present

Founder / Chief Operating Officer

CallPlease · Los Angeles Metro Area

Day-to-day operations, product, and go-to-market for a cloud-based call log for ambitious leaders and their teams.

May 2020 – Aug 2023

Partner Growth

Ninety.io · Remote

Growth for the operating-system software behind EOS® and 90-day planning cycles.

Jan 2020 – Oct 2021

Board Member

Revenue Traction Group

Helping EOS-run companies break through revenue ceilings with a proven Revenue Blueprint process.

Jun 2017 – Jun 2018

Adjunct Faculty

Cleveland State University · Greater Cleveland

Taught Integrative Business Strategy, the capstone course for the MBA program.

Jun 2013 – Jan 2019

Founder, Managing Director & Chief Strategy Officer

Digital Transformation Thought Leaders (DXTL)

Founded DXTL and its subgroup Mobile Thought Leaders — a global peer network of 3,000+ professionals across 50 cities, with sponsorships from Google, VMware, MobileIron, Samsung, and others.

Jul 2014 – Dec 2017

Chief Strategy Officer

GEMA — Global Enterprise Mobility Alliance · Baar, Switzerland

Strategy, partners, and global branding for a joint venture of 15+ managed mobility companies.

Dec 2010 – Jan 2018

Chief Strategy Officer / CMO / Managing Partner

Vox Mobile · Independence, Ohio

Mobile and IoT product strategy for the Global 1000; key player in multiple venture funding rounds; established and led the original Mobile Thought Leaders network before it became DXTL.

Oct 2009 – Dec 2010

Vice President of Marketing

HR TMS

Built the sales pipeline from $0 to $1M for an HR SaaS company's launch.

Sep 2007 – Dec 2010

Managing Partner

Accredit Consulting · Durham, North Carolina

Strategic and accreditation-process consulting for higher-education and medical-school clients, including Duke University — the origin of the gross-anatomy anxiety study below.

Earlier

Professional Audio Engineer & Media Producer

Bad Animals, Studio Litho, AMPT Radio (Seattle) · Universal (Chicago)

Years in recording and post-production — Solid State Logic certified engineer (1991), Avid Media Composer certified (1998) — on work that touched Grammy, Oscar, and Emmy-winning projects. See Media & Production below.

1987 – 1989

Electrical Engineer — Satellite Instrumentation

Fabry-Perot interferometer / photon-counting detector work

Early-career work in optical instrumentation, published in Applied Optics — see Publications below.

Schooling

  • University of Michigan — BSEE, HF Design, Optics, Audio Engineering (1983–1987). Cooley Award, ×2.
  • The Wharton School — Certificate, New Ventures (1997–1998).

Credentials

  • Certified Exit Planning Advisor (CEPA) — Exit Planning Institute, Nov 2024.
  • Project Management Professional (PMP) — Project Management Institute.
  • Professional EOS Implementer — EOS Worldwide, Feb 2019 (expired Sep 2021).
  • Solid State Logic 4000/8000/9000 Certified Engineer — SSL, Apr 1991.
  • Avid Certified Professional & Support Representative, Media Composer — Avid, Apr 1998.

Publications

Two peer-reviewed papers, twenty-five years apart, plus industry writing along the way.

Media & production

Years in professional audio and media production — Solid State Logic certified engineer (1991) and Avid Media Composer certified (1998) — across studios including Bad Animals, Studio Litho, and AMPT Radio in Seattle, and a Chicago post-production run at Universal. That work touched Grammy, Oscar, and Emmy-winning projects.

Placeholder — waiting on Jim's list. Specific film, record, and production credits go here once supplied. Nothing gets added without exact, verifiable titles — no guessing which projects or awards were his.
12+
companies owned or led
200+
companies coached
3,000+
professionals in the peer network I founded
50
cities with in-person meetings

What people say after working with me

Michael Sirpilla, CEO of Society Brands, on working with Jim Haviland Michael Sirpilla, CEO, Society Brands
Joe Caco, CFO of NCS Credit, on working with Jim Haviland Joe Caco, CFO, NCS Credit
Andrew Rising, Founder of Encore Venture Labs, on working with Jim Haviland Andrew Rising, Founder, Encore Venture Labs

"Jim is a great coach and a great mentor. Our executive team, department heads and employees are now aligned with our core values and goals after implementing 90 with Jim. I strongly recommend Jim to other companies!"

— Michael Sirpilla, Co-founder & CEO, Society Brands

"As Jim has taught us, when evaluating “fit” with people you're going to work with, you're searching for “Hell yes!”. It's either that or “Hell no!”. Everything in between is just Hell. Jim is a “Hell yes!”."

— Daniel Luketic, North Coast Ventures

"We have really enjoyed partnering with Jim. He is a great resource and clearly communicates the “why” behind a lot of the goals we set and how we go about conducting our business. I couldn't be more excited for the future and to be working with Jim!"

— Andrew Rising, Founder, Encore Venture Labs

"What I have found in Jim is that he basically has one goal: to use what he knows to make you better, which makes your team better. And if you're ready to commit to a better leadership team, a better you and a better company, Jim is the guy to get you there."

— Joe Caco, CFO, NCS Credit

"Going through this process with Jim just made everything so much clearer and easier."

— Mary Cowan, CEO, NCS Credit

"Jim's enthusiasm is infectious and his approach has really helped us clarify our vision, improve our focus and strengthen our team dynamics. We're seeing real results thanks to his guidance!"

— Ann Kirschner, CFO, North Coast Ventures

"As a professional, I am so grateful for Jim's influence on my career. He continues to elevate our team in creative, compassionate, and profound ways!"

— Lauren Ahmed, North Coast Ventures

"I really appreciate Jim's feedback, guidance and honesty with me and our team. It makes a difference."

— Amy Poje, NCS Credit

"I truly appreciate Jim's wisdom, insight, and how he brings clarity to our discussions. He does a tremendous job at helping us drill down to a resolution, as well as help build consensus."

— Kelley Drumm, NCS Credit

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