About Takeshi

Takeshi Yoshida, Founder CEO

Lean, Agile, Digital Organizational Transformation Expert

Takeshi Yoshida, Lifecycle

Summary

Veteran banker and seasoned fintech entrepreneur turned Lean, Agile, digital organizational transformation and innovation project management expert with a distinctive learning and development approach.

Objective

I endeavor to provide a high order digital, Lean & Agile and organizational development synthesized approach to organizational transformation and innovation project management.

Expertise

  • Lean & Agile: I am a staunch practitioner of Lean & Agile. My favored Agile approach is a hybrid Design Thinking + Scrum routine that combines the best of Design Thinking’s ideation power and the disciplined iterative build cycle of Sprints.

  • Learning & Development: My approach is distinctively learning focused. I coach leaders on how to set an empathy rich and emotionally safe working environment for teams, and train teams on how to ideate and build solutions iteratively with Lean & Agile.

  • Digital & Design: Data science, design and app development are all integral parts of my startup work. I am hands-on with web development (HTML/CSS, CMS), contextual and visual creative work (Adobe Illustrator, Photoshop, professional imagery), Design Thinking driven CX/UX management, and data & metrics driven strategy and decision making process building.

  • Marketing: At the core I am a product marketer fascinated with the dual scientific and creative nature of marketing. I have over $4bn of product placement track record across 20+ years in Asia and beyond, including SaaS and consumer products.

  • Finance & Fintech: My financial industry expertise is uniquely balanced among sell-side (fixed income, derivatives, investment banking), buy-side (asset management) and private wealth (through B2B fintech Canopy) experiences.

Focus

  • Organizational Transformation: “Transformation as waterfall” is a common pitfall that organizational transformation projects, including digital transformation projects, that go stagnant fall into. Transformation projects can be dramatically resuscitated and accelerated with an iterative and incremental adoption-transition-transformation Agile approach. The key is learning – my focus is to coach leaders and train teams on how to use Lean & Agile for problem solving the many challenges that emerge from change.

  • FI-Fintech Innovation Project Management: With 20+ years combined banking and startup entrepreneurship experience, I know first-hand what it takes to drive a successful innovation program for banks with Fintech partners. In my three years as Chief Commercial Officer at Canopy (private wealth Fintech, Singapore) leading up to the successful completion of the Credit Suisse strategic partnership deal, I learned the importance of managing the velocity difference and control, compliance and process gap between startup and client bank project teams.

Career & Education

  • 2011 – Present: Lifecycle Pte. Ltd., Founder CEO (Singapore)

  • 2009 – 2011: Barclays Bank, Director (Singapore & Tokyo, Global Markets)

  • 2004 – 2009: Deutsche Bank, Director (Singapore & Tokyo, Global Markets)

  • 2002 – 2004: Bank of America, VP (Tokyo, Global Markets)

  • 1994 – 2001: Morgan Stanley (Tokyo, Investment Banking, Asset Management)

  • 2001 – 2002: INSEAD, MBA, Freshfields Scholarship (France)

  • 1990 – 1994: International Christian University, BA, Liberal Arts (Tokyo)

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Takeshi’s Insights

The Reflective Leader and Learning Organization Guide

Knowing to Stop – A Confucius Teaching
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The Reflective Leader and Learning Organization Guide Confucius’ 7 spaces of learning Knowing to stop – is a simple notion but difficult to practice skill. In “Great Learning (大学)”, written around 2,500 years ago by... Read More

The Lean & Agile Practitioner

A Pretty Good Summary of Lean, Agile and Scrum
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Read about why Lean & Agile are antidotes to the two main causes of dysfunction in modern organizations: (1) waterfall project management, and (2) functional hierarchical organization structures. Click here if the page does not... Read More

Fixing Startup Marketing with Lean & Agile
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Four Areas of Focus We focus on the following four areas to help startups build strong foundations for marketing and enterprise success: Make marketing more approachable and easier to grasp Embrace third party specialist marketing... Read More

The 3 Challenges Of Startup Marketing
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My name is Takeshi. I am the founder of Lifecycle. We help startups succeed with better marketing. After a long banking career, I started my startup marketing life in 2011, first involved in a portfolio... Read More