Tag Archive: communication

Happy Birthday to Us!

March 12, 2016Blog, , , , , , , , , , , , ,

bday

On March 28th Whiteboard turns 4 years old. 4 years! This is a big deal – according to Start Up Canada, only 70% of the more than 100,000 new small businesses that open each year actually last to year 2, and only 51% to year five. These are pretty daunting stats, and we are really thrilled to still be here, loving what we do.

What’s our secret?

Besides persistence and patience you mean? Well, the other day Nicole and I were talking about how our business has changed and grown in its short four-year existence. We started out as a company focused purely on process improvement consulting, determined to help businesses become more effective and efficient using our own methodology, The Whiteboard Way©.

We soon discovered that people didn’t just hold up their hands and say, “Oh pick us! We need process improvement!” No, in fact a lot of people don’t even know what the term means or why they should care about it. So we found ourselves trying to explain our business to people, most of whom nodded politely or stared like a deer in the headlights.

We found our work shifting to training and facilitation, knowing that what people REALLY need is a culture shift that will encourage innovation, inspire creativity, and allow people to try, fail, and try again. It is only by developing culture that organizations can attempt a massive (or moderate) change and hope to be successful. As the saying goes:

We started focusing on proving training on things that are most likely to help organizations be successful at implementing change. Things like:

  • Learning how (and when) to have rewarding conversations with people at work. Yes – conversations. It’s not as simple as you might think, and our coaching course helps people-managers build their skills in this area. It’s probably our most popular course.
  • Understanding the difference between leading and managing, and why that’s important in building an effective team.
  • Becoming self-aware and realizing how that can lead to truly effective communication.
  • Knowing how to set goals and understanding why measurements are important (hint: people like to know when they’re winning).
  • Helping teams understand the flow of work through an organization, and how gaps in process can cause frustration and inefficiency.

So now we don’t do process improvement? We teach?

Uh, no.

Don’t misunderstand me. We “do” process improvement. It happens to be one of the most amazing tools there is to help organizations improve business results. It’s just not the only tool.

We now describe ourselves as Change Management consultants who help uncover hidden opportunities to improve business results. And we do that by seeking to understand our clients, our course participants, our partners, and – always – ourselves.

  • Through our coaching program, we seek to understand you – the person – and help you get to the root of whatever barriers are in your way.
  • Through our process improvement work, we seek to understand the organization, and uncover hidden opportunities to improve business results.
  • Through our psychometric assessments (Myers Briggs Type Indicator) we help you seek to understand yourself and the people around you.
  • Through our speaking, training, and facilitation, we seek to understand our participants, and by so doing we ensure our workshops are dynamic, fun, relevant, and valuable.

And for our 5th year?

Not only have we added new services to our repertoire, but this year we are also excited to be exploring a new associate model which will allow us to expand the Whiteboard brand to other cities! This is going to be awesome, so stay tuned for more on that later in the year.

Thank you to all our clients, partners, and supporters who make it continually fun to do what we do. We couldn’t – and wouldn’t – do it without you!

Until next time,

Ruth.

 

The Process of Managing Change

February 12, 2016Blog, , , , , , , , , , , ,

This week I had the pleasure of being interviewed by Lisa Chicules, a brand and strategy expert, for her radio show “Chat With Chicules” on the Voice America Radio Network. Lisa is a real expert and leader in her field, unearthing the brand potential for organizations of all shapes and sizes. One of my favourite quotes of hers is “uncover the right insight and don’t stop until it’s brilliant.” She may not know it, but with thoughts like that, she’s not only a brand expert, but also a process thinker!

Needless to say I was both honoured and excited to be on her show. It was a first for me – talking isn’t a problem, but having a big shiny microphone in front of you is a whole different ballgame. We had a blast, and I really enjoyed our topic: The Process of Managing Change. (You can listen to it by clicking here.)

Because everything is a process, right?

Right. If you’ve been following our blog for a while, you know that we believe a process is a process is a process, whether you are making a martini, filling out your tax forms, or implementing a major new project or change initiative in the office.

And yet, as Lisa pointed out, so many organizations struggle with the process side of change. They focus on the “Big Shiny Goal” and forget about all the little things that go in to making that goal successful. “Why is that?” Lisa wondered.

Well, frankly, it’s because the Big Shiny Goal is more fun. It’s sexier, it’s what gets noticed, and it’s where a lot of Senior Leaders spend their time and energy. Then when they’ve developed this latest and greatest thing, they pass on their idea to someone else, say “Make It So,” and then move on – you guessed it – to the next Big Shiny Goal.

The problem is that “Make It So” doesn’t even begin to convey all the information required by an implementation team to make the Big Shiny Goal a reality. As it turns out, there’s quite a bit of context required in order to support the process (yes, process) of managing the implementation (or change) effectively.

John P. Kotter, business guru and best-selling author, developed a model that shows the 8 Steps of effective Change Management. Thankfully, I’m only going to focus on the first one because in my humble opinion, it’s the most important.

Kotter

The first step in our process is to create a sense of urgency. In other words, provide the context that is SO STRONG, that people will understand the reason for the change and why it has to happen right now. They may not love it, but they’ll get it.

For instance: let’s say you have to move your office to a new location. There are two ways you can announce this to the team:

  • The usual way: “Hey everyone, in three months we will be moving to a new office location on the other side of town. Now before you get excited, let me tell you how amazing this new building is – first of all, it’s all floor to ceiling windows, so it will be really bright and you’ll all have a window seat. Secondly it has a fully equipped kitchen, a Starbucks in the lobby, and gym membership is included. And finally, the elevators are all brand new so you won’t have to wait for ages like you do in this ancient old building. Ha ha ha. Isn’t this great?“

What they hear: “Hey everyone, in three months we will be moving to a new office location on the other side of town. That’s right, an extra 30 minutes commute for you, and a completely different location from your wife. You may even have to get a second car. And you know your kid’s daycare that’s right across the street now? You probably won’t be able to pick them up by the 6pm cutoff any more. Oh and one more thing, there is no public transit, and it’s $6/day to park.”

You see, people don’t hear benefits right after a change announcement. They are overwhelmed by the impacts on their personal lives, and they they start to think – what the heck are they doing this for? This is awful!

Now let’s try to re-frame using the “hot problem / cool solution” concept, in which we state a problem that EVERYONE wants to avoid, and then provide the solution. This creates a sense of urgency that people can buy in to.

  • The better way: “Hey everyone, we have a fairly urgent issue to deal with, and I want to share it with you and tell you what we’ve come up with. As you know, budgets are being cut, and we’ve had to come up with $1.2 million in cost savings over the next three years. As you can imagine, there are a few ways to do this and we’ve been trying to figure out the way that will have the least impact on this team. In order to keep this team and its operations whole, we are going to have to move to a different office on the other side of town. I know this is going to have an impact on some of you, and I want to discuss it with each of you personally and see if we can come up with a solution.“

Only then is it ok to start talking about benefits.

The second step in our process involves setting metrics so that people know if they are winning. Stephen Covey’s The Four Disciplines of Execution talks about the need to have a scorecard that is displayed in a public place so that everyone knows if they are meeting their goals. It sounds simple, yet so many organizations miss this piece and fail to set their goals in a measurable way at the beginning of the change or strategic implementation.

What are your Key Performance Indicators (KPIs)? Note the word KEY. If you have more than 5-7 KPIs in your organization, then they are not the key metrics. Do you have a big spreadsheet with 20+ measures that are tracked regularly and reported to a large group?

Yes? Well that’s too many.

Many operational areas must track dozens of measures. That’s normal. But don’t call them Key Performance Indicators and share them with the whole organization – it’s not relevant, eyes gloss over, and the important story is lost.

Business analytics is all about telling the story, helping people understand what they are measuring, whether they are winning (on track), and if not, what some possible root causes may be. It is imperative that these metrics are set out at the beginning of any implementation.

Finally, the third process step I discussed with Lisa was effective communication. If you have ever participated in an employee engagement survey, then you know that communication is almost always in the top 3 things to improve. Why is that? Why can we never get it right?

communicate

I believe that too many of us communicate with others in the way that WE like to be communicated to. That is – I like eMails, so I send eMails to everyone and think I’ve done an awesome job communicating.

The problem is, many people don’t read those emails, so I haven’t communicated with them at all.

But that’s their fault, right? Shouldn’t they have just read the emails?

Yes. And by saying so, I’d be right. I’d also be really ineffective.

The great leader considers the people to whom he/she must communicate – all their differences in language style, medium preference, and even cultural concerns – and adjusts their communication accordingly. It might mean an email to some, a phone call to others, and even a quick face-to-face with a few others. It may seem like a waste of time, but it really isn’t.

Easy peasy, right?

Well maybe not. This is an awful lot to think about, even though it’s only three steps. And yet these things are absolutely essential in implementing a successful change. Miss out on any one of these things, and the best project plan in the world will not save you.

Remember:

  1. Set up the right metrics at the outset.
  2. Use Change Management theory to ensure you have set the context.
  3. Communicate to be effective, not just right.

If you’d like to listen to the radio broadcast I did with Lisa on this topic, click here and it will take you right to the recording. You can also download it from iTunes as a podcast if you search “Chat with Chicules” and look for the episode on The Process of Managing Change.

Until next time,

Ruth.

Sometimes the Flavour of the Month is Chocolate. And It’s Good.

February 5, 2016Blog, , , , , , , , , , , , ,

flavour2

If you work for anyone other than yourself, you have probably lived this phrase in some way:

“Ugh – this new initiative is nothing other than the new flavour of the month. It’ll never stick and next year they’ll roll out something else.”

Sound familiar? These words have probably assaulted your ears (or crossed your lips), when the organization is trying with best intentions to make a change or an improvement. The person who is responsible for the change is excited about the initiative, and is frustrated beyond believe with this blasé response from the team.

So why do people say it?

First, a little Change Management theory for you – we know from Dr. Elisabeth Kubler-Ross‘ work that people experience grief in an emotional roller coaster. When Kubler-Ross pioneered the concept of the 5 Stages of Grief, people became aware that grief impacts us all the same way and yet differently too.

In other words, we all go through the stages of Grief (Denial, Anger, Bargaining, Depression, and Acceptance), but we may go through them differently. Some may linger in one stage or another, and some may fly through a stage so quickly as to appear to bypass it. The way in which we go through these stages is greatly impacted by our personal resilience, the amount of stress we are dealing with at the moment, and our experiences with grief in the past.

The same is true with change. In fact, Kubler-Ross’ model has been adapted to create the Change Curve, used by Change Management experts, teachers, and coaches. There are several different variations of the curve itself, and we like this one the best:

change curve

You can see the similarity to the 5 Stages of Grief – in this model we have Denial, Anger, Exploration, and Acceptance.

Imagine then, an employee who is not only experiencing change at work, but also at home (spouse has been demoted, child has moved out, parent is ill). This employee, we’ll call him Rob, has been a good worker and has been around for about 15 years. You are Rob’s manager, and very excited about a new program to create a more efficient process for doing the work of Rob and the entire team. When you meet to discuss it, Rob breaks open the “Flavour of the Month” remark, and the team snickers.

This is because Rob has been around for a couple of business cycles. He’s seen change implemented, re-implemented, de-implemented, and implemented again. He’s tired and his resilience is low – he feels that change is a pendulum, and that people should just make up their damn minds and stick with something.

Well, here’s the thing…

The United States’ National Bureau of Economic Research states that since 1945 the average business cycle has been just less than six years. That length of time may also be impacted by your industry, budget issues, technology advancement, and general business trends.

So in other words, every few years the business world changes. And in order to be relevant in that world, an organization must change with it. The change the organization is implementing is probably the right thing, for right now. In a few years it may no longer be the right thing. So yeah. It might well be the flavour of the month, and there’s nothing wrong with that (unless an organization is making change for change’s sake – and that’s a whole different discussion.)

The trick is to implement the “new flavour” carefully, using change management best practices from the outset and communicating the “why and why now” message in the most effective way for the team.

If that’s all done correctly, then the answer to Rob is as easy as, “Yes Rob, it IS the flavour of the month. It’s chocolate. And it’s good.”

Until next time,

Ruth.

 

How to use process tools for anything. Even moving!

January 28, 2016Blog, , , , , , , ,

Moving is a Process.

Think of your last move. You and your spouse/partner giggling hysterically while you pack boxes.  Flirtatiously throwing bubble wrap at one another while you pack? Then after a smooth experience with your moving company, arriving at your new home, giddy with excitement, settling into at least 10 glasses of champagne next to a cozy fire.

If you just snorted or guffawed- you aren’t alone.

What does a living hell look like?download

The first thing I did when we bought our new house was open a bottle of wine (it wasn’t going to open itself was it?).  Then, being the process geek I am, I began to map the current state of moving that I had experienced in the past. I won’t bore you with the VISIO document. But it sort of went something like this:

Step 1. Buy House

Step 2. Start Packing random stuff.

Step 3. Stop packing for a while because have run out of Cardboard Boxes (so has nearby grocery store).

Step 4. Unpack most of things packed in Step 2 because I needed them.

Step 5.  Nearly murder partner/spouse because they have to date packed nothing.

Step 6.  Pack frantically and angrily for a number of days.

Step 7.  Stop packing.  Realize move is still 3 months away.

Step 8. Unpack 90% of Step 6 items while looking for yoga mat that have not used in 3 years but need for “Girls Yoga/Brunch” on Sunday.

Step 9.  Realized have not booked movers.  Panic.  Call first movers that appear on The Google after searching “Movers Toronto”.

Step 10. Begin frantically packing again. Rip 7 boxes because I overpack them and everything falls through the bottom.

Step 11. Stop packing because it is Les Mills Release week and I have to go to every gym class ever.

Step 12. Begin frantically packing.

Step 13. Cancel girls indoor rock climbing date because “I HAVE NO IDEA WHERE THE #&$^#% MY ROCK CLIMBING SHOES ARE.

Step 14-18.  Slight wine induced blur of packing, crying, fighting with spouse irrationally, and scramble packing.

Step 19. ARRIVE AT NEW HOUSE!! Look lovingly at spouse/partner and sip champagne for about 13 seconds.  Immediately proceed to next step.

Step 20. Unpack frantically trying to get house ready for guests.

Step 21. Repack 70% of items as realize new house does not have closet space.

Step 22. Frantically look for that black top for girls wine night. WHERE THE &#&^#^#^#^ is that TOP?????

Step 23. 6 months later feel settled and have shit together.

So pain. So pain.

So this time, older, wiser, armed with process tools out the wazoo I vowed that this time my move would be better.  So first I focused on what I felt were the key pain points  (or for us process geeks, two Lean Wastes) for me during this process:

lean

  • not being able to find one blasted thing before or after the move, causing packing and unpacking again (OVERPROCESSING)
  • running out of  boxes/ripping boxes due to overpacking and having dead time where I wasn’t doing anything. (INVENTORY/WAITING)

The first thing I did being the consultant I am – I outsourced.  I rented reusable, stackable boxes that come with little labels  from (no kickbacks or anything for me, I just found these guys awesome and fast). No running out of boxes. Check!

The next thing I did, was made some space in my garage, and I used huge post-it notes to label each major room in the house (Kitchen, Living Room, Master Bedroom, Master Bathroom etc.)

Next I started packing things that 100% would not be required (i.e. Summer clothes, clothes that no longer fit me yet I am very hopeful that one day I will look like I did when I was 22, shoes that I paid alot of money for however never wear because I work from home in workout wear 98% of the time).

I packed one to two boxes a day.  Every day I brought them down to the garage, put them beneath the room they were assigned to, and labelled the box K1 = Kitchen box 1.  I then quickly wrote on the post it note on the wall, K1= dehydrator, stand mixer, and baking supplies. This way – when I nonsensically needed to make jerky in a hurry or bake homemade bread for the first time before we moved, it would be simple to find which box it was in.

Champagne Wishes and Caviar Dreams.

 

Screen Shot 2016-01-28 at 3.03.53 PM

Fast Forward 3 months later this was me on moving day.  Ha. It was great.  The easiest move ever. Check me out with my feet up on moving day!

And then when we arrived at the new house and got ourselves settledd my husband turned to me and said – “Sweetheart, do you know which box the Apple tv is in?”. I gleefully pulled out the post-it notes I had collected from the garage, and promptly announced: “LR11!!” with a huge boastful/gloaty smile.  He replied: “Gosh you are an amazing woman!”.  We quickly connected to the internet (that I had arranged installation for weeks in advance)and were cozily catching up on our favourite documentary. *

We laughed and giggled, clinked our champagne glasses together, and smiled.  Life was good. **

Notes:

*I forgot to to order internet installation. So we didn’t have internet for about 3 days.  I’m the worst.

 

**Actually, I collected the post it notes from the garage and randomly jammed them into an ottoman as the movers were putting it into the truck.  I didn’t find the post-it notes until 3 days later.  When husband asked for them and I couldn’t find them he may have replied something along the lines of:  “You are a total bozo.”

Moral being – there is ALWAYS room for more process improvement – in ANY process.  Just imagine using this in a more formal way at the office and you can only imagine the reduction in stress, overtime, and rework!

Tell us about your favourite day-to-day process improvements especially moving @Whiteboardcons #movingisaprocess!

Until next time,

Nicole

The Same Only Different

January 22, 2016Blog, , , , , , , , , ,

imp vs

Have you ever heard people use terms interchangeably that are really quite different? Does it make you cringe inside?

It’s like nails on a chalkboard when I hear people say “performance management” or “mentoring” when they mean “coaching.” Or when they say they need someone to “facilitate” when they actually mean they need someone to “train.” And one of my favourites: “leading” vs. “managing.”

Another, and the topic of today’s blog, is Innovation vs. Improvement. This mix-up, while seemingly innocuous, can lead to real organizational design issues, confused roles & responsibilities, and broken down processes.

Potato Po-tah-to?

The thing is, these groups of terms aren’t the same at all (although they can be related,) and yet people seem to use them as if they are synonyms. I’m not sure why, although I suspect it has to do with business culture that loves to invent words (incent, for instance), create catch phrases and buzz words (like Dashboard or Viewability), and even completely misuse words (like Key Performance Indicator for every single metric in an organization. Ummm… “Key” means “most important,” not “all encompassing.”)

In our course The Process of Coaching, we spend some time discussing what it means to coach vs. mentor. I hear the two phrases used jointly all the time:

  • “You need some coaching and mentoring.”
  • “Do you have a coach or mentor?”
  • “Let’s set up a coaching/mentoring program.”

The same is true of Innovation and Improvement.

  • “We have a great Innovation and Improvement department.”
  • “What we need to do to at this company is improve and innovate.”
  • “I’m the Innovation/Improvement manager.”

My Dad had a great phrase, and I think it helps here:

“ All crows are blackbirds, but not all blackbirds are crows.”

So all (or almost all) Innovation is Improvement, but not all Improvement is Innovation. The following diagram shows what I mean more clearly:

imp

Why is this important?

Some of you may be thinking, “Oh come on. It’s just semantics.” Well, actually, no. It’s not.

Lets take a look at what makes these terms different:

  • Improvement, or process improvement, refers to looking at how something is done – the steps, roles, and materials used – and making it more effective and efficient (Side note: effective and efficient are two more terms that are often used interchangeably. Effective means doing something with high quality. Efficient means doing something in a way that makes the best use of required resources – either the company’s or the customer’s.) This could be something like boarding planes by zone instead of rows, bankers lines instead of individual lines, or even something simple like improved signage in busy places.
  • Innovation means doing or creating something that is new in order to grow, keep up with competition, or be groundbreaking industry leaders. It can be a new process (for instance, the ability to tap your credit card at many stores), a new product that changes the way we live (smart phones), or a new business model that changes the way we interact with organizations (online shopping). You can see that the new process of paying by tap is also an improvement to how you pay today, whereas online shopping was an entirely new model, never conceived of before. Does it improve things? Some would debate that! But it certainly changes things.

In “Coaching for Improved Work Performance,” Ferdinand Fournies said that the biggest reason for people not doing what they are supposed to do is that they don’t know what they are supposed to do.

Sounds so simple!

If we fail to distinguish between Innovation and Improvement, we fail to be clear in our message of expectations to our employees. Is an Innovation & Improvement team supposed to increase efficiency or lead groundbreaking change? A manager with skills and background that is heavier in one area than another could influence the direction of the team greatly.

In fact, the two goals are different enough that they could be at odds if not managed correctly. Imagine asking for project approval – which one gets higher priority in the budget? Or, think about what would happen if you hired a bunch of Process Improvement experts and asked them to be creative and innovative as well? I would argue these are very different (although not mutually exclusive) skillsets.

If you want both Innovation and Improvement, make sure that the team or teams are clear in what their goals and responsibilities are. And if both Innovation and Improvement are under the accountability of the same person, make sure he or she has a clear and balanced plan for each.

It’s not just semantics. It’s important.

Until next time,

Ruth.

You Should Come to This Course. Yes, You.

October 7, 2014Blog, , , , , , , , , , , , , , ,

Leading-Process-Change

Our regular readers will know by now that Nicole and I are upbeat, positive people and we get excited about a lot of things. So, when I tell you that we are SUPER EXCITED about our upcoming course in November, please trust that it is not hyperbole.

Why are we so over-the-top and ridiculously excited?

Well, because we believe this course is innovative, and innovation is a good, positive, wonderful thing.

You’ve heard us talk about The Whiteboard Way© before (click here or here). We believe that our method of Process Improvement is what organizations need in order to take the first step into a Process Improvement culture. Often organizations hear about the buzz words – continuous improvement, process improvement, Six Sigma, Lean Six Sigma, TQM, etc – and they go bananas implementing a new program.

And so many of them fail. I’ve seen it happen in three major organizations in both the private and the public sectors.

They fail because they haven’t set themselves up to succeed – they have not considered the importance of change management, culture shift, and stakeholder engagement. It’s as bad as if someone all of a sudden decided they want to be a farmer, and so they bought a big field and started sticking seeds in the ground, without tilling the soil, removing rocks, adding fertilizer, and ensuring the earth is rich and ready to receive the seeds.

Enough of the analogy. You get what I’m saying, and hopefully many of you are nodding your heads and saying, “yup – been there, done that.”

Our new course, Leading Process Change, offered Nov 5 & 6 in Toronto, examines the intersection of Process Improvement and Leadership Principles and enables the learner to influence change and develop a process-based culture. Everyone can benefit from this course, especially if they are responsible for, or thinking about, process improvement in their organization. (Click to Tweet)

You need to come to this course. Yes, you.

What? You don’t think you’re at the right level in your organization to attend? To that I say, pfftrespectfully, PFFT.

Whether you are an employee on a team in an organization who wishes you knew how to influence change so people would listen to your ideas, or a VP trying to figure out why you can’t make process improvements stick, (or somewhere in between), this course is for you.

We have designed the course in two modules, so that people can come to one or both.

  • Module 1 – is all about The Whiteboard Way©, and focuses on the basics of Process Improvement without getting all fancy shmancy and needing expensive software or textbooks.
  • Module 2 – examines essential skills in making sure that change sticks. We have expert speakers on how to communicate & promote your change initiative, how to work process improvement into your strategic planning, and how to be aware of your own emotional intelligence and its impacts on others.

More information is here in this link. I encourage you to read it, and then sign up and bring anyone else who needs to be there (which is everyone, so…). We have discounts for Earlybirds (before October 18th), former students, members of BNI or Verity, and employees of the OPS. And discounts can be combined!

I hope to see you at our course. I promise it will be fun – our past students have rated our training consistently in the top box! (Oh, and the lunch will be fantastic!)

Ruth.

PS – if you have any questions, just shoot us an email at info@whiteboardconsulting.ca/staging.

3 Steps to Better Networking

October 3, 2014Blog, , , , , , , , , , ,

We do quite a bit of networking for business here at Whiteboard.  It can be alot of fun, and it can be draining and frustrating.  Networking is a great way to build your business. An even more profound way to look at it is to imagine the people you meet as your sales team!  Instead of trying to sell YOUR product or service to everyone that you meet, what about learning about ways that the both of you can act as referral partners for one another?

BadNetworking-199x300It is painful to see how poorly networking can go if not done properly. Someone is selling you something you aren’t interested in, AGAIN! How do you find the RIGHT people to network with, and most importantly how do you break the ice with that person? (Any APP developers out there? I have a genius networking app I’ve been dreaming about…..)

Ruth and I consider Whiteboard to be that sweet spot between process improvement and leadership.  The same self-discovery coaching principle we teach to leaders and managers applies to networking. Good ice breakers help build the right connection, without you “selling” to them before you’ve built a relationship.  Networking is like coaching.  Get your network partner to self-realize that you are someone they should do business with.

3 Steps to Becoming a Power Networker

1. Tell me about…/Tell me more…

So often we get so excited about our business that we just go wild. Use these first two phrases to learn and discover more about the person you are talking to.  One of our WORST networking experiences is 3 days after we’d just gotten a new website, we met with a website developer who started an hour-long networking session telling us about how we should re-do our website.  Let’s just say Ruth had her director face on. She was not happy.  Or last week, when the divorce attorney asked us both within 30 seconds if either of us were married. Yuck.

Tell me about/ Tell me more about:your business, your clients, how you got started, your business partner, your employees, your personal life.

What ever YOUR angle is, get people to start talking! Pick a specific “nugget” and get them to tell you more. Actively listen for more nuggets so you can ask more questions.

2. That sounds a lot like XYZ….

images (6)Use this information to tell a SHORT brief story about how something in step 1, happened to you. Don’t go on-and-on.  And despite your brain DYING to tell this person how your business, idea, product will be perfect for them, take some time to go to step 3.

I’ve had a similar experience. Can I share a similar story with you?

You are building a RELATIONSHIP.  Not a buyer and seller interaction – but a real relationship with this person!

3. LEVERAGE & Ask more OPEN ended questions.

What are open ended questions?  Any question that does not yield a yes or no answer.

  • How is XYZ working for you?
  • What kind of feedback do you get on XYZ?

Take your nuggets and get them to ask you more.

This is also a great time to set the stage for a followup conversation (especially when you are at a networking event and want to speak to more people):

  • I would love to know more about you/your XYZ, When do you have some time next week to chat?
  • You’ve really got me thinking about you/your XYZ, and I’d like to pick your brain about it some more. When are you available?

Wait, Nicole got blogitis again, and  she forgot to tell me about the part where I get to pitch my business.

No, I didn’t.  You don’t get to pitch your business.  GASP. In fact, I’d like you to wait until they ask you the open ended questions about you and your business. Remember that people learn coaching techniques and networking techniques by observing others.  Be their role model.

And even when I am talking about our business, I’m still asking more questions that they may be a little more self interested in, like:  Tell me about process improvements that you have worked on? Tell me about how it worked? Tell me about the types of training that your company offers/delivers/has done in the past? How did it go?

And because we are like that, I made you a quick little Networking Planning Checklist so you can prepare for your next event. Good luck!

Networking horror stories? Did these tips help?  Let us know @whiteboardcons #Networking.

Stay tuned as we feature the speakers in our Leading Process Change Course for the next few weeks.  Learn more about the special expertise they bring to the table!

Until Next Time,

Nicole

Is Voicemail retro yet?

June 20, 2014Blog, , , , , , , , , , , , ,

Don’t Say the V-Word!!!!

Oh that’s right. I went there.  To me it is a dirty word.  No matter how much everyone tries to tell me it isn’t a big deal, I loath it.  VOICEMAIL.  My Dad and I bicker relentlessly about my inability to  listen to voicemail or return phone calls in general. My theory is if you need something – text me!

I believe that my dramatic fear of voicemail stems from two primary issues:

  • The first comes from a huge pet peeve of listening to people talking loudly on cellphones in public places.  I don’t care what streetcar you are on, what Anna did yesterday that infuriated you, or whatever you have to say loudly while on public transit. Once I was on a train and heard a woman tell her engagement story 12 times on the way to Montreal.  By time number thirteen I ripped the phone out of her hand and told the story verbatim to the frightened person on the other end myself.
  • The second is my “doer” thinking style.  Checking a voicemail just takes too long. I have to call a whole number, enter a password, and then contort my face against the phone to listen to you mumble “Hi it’s me. Call me back”?  It makes absolutely no efficient sense to me. Just send me a note and tell me what you need. It saves me 5 minutes in checking that voicemail, and the 5 minute call to find out what you needed – when I could have been using that time to DO what you needed me to do.download

So depending on your fears and needs, this blog has two themes – reducing voicemails and how to leave voicemails. Read on…

How to reduce annoying voicemails.

1. Always respond to voicemail-aholics with a text or email. People are somewhat trainable (I’m still working on my Dad).  If every time you write them back maybe eventually they will catch on and write you in the first place.

2. Don’t have an outgoing voicemail message or if that’s not possible tell people they will get a faster response by email or text.  See reasoning for #1.  Their fear of you not getting it will go one of two ways, they’ll email or hyper-call (that’s a whole other ballgame folks).

3. Accept the fact that sometimes voicemails are appropriate, necessary, or meet the thinking/communicating style of the other party.  Hey, soon enough voicemail will be “retro” it will be like getting snail-mail.  Embrace it’s retro-ness you hipster you.

4. Leave effective and efficient voicemails (see below).  Again, people are trainable and mimic good behaviour.  At least if you have to listen to one it will be painless.

How to leave voicemails (for the talk-aphobics).

1. State your name and where you are calling from at the beginning of the call.

“This is Nicole Dunn calling from Whiteboard Consulting.”

2. BRIEFLY state your connection and the objective of your call. This is where voicemails go wrong.  You don’t plan, you start babbling. You aren’t prepared and your message sounds like a bad Shakespeare soliloquy that’s difficult to hear and just plain annoying. Be clear with what you are looking for.  This allows the person to look into available

” Sam introduced us last week at the cocktail party. I’d love to set up a meeting with you next week to talk about business processes at ACME Temp Agency and am looking for your availability.”

3. Repeat your name and phone number TWICE (the second time more slowly). This helps if you are a mumbler, fast talker, or use Rogers and your phone cuts out for no reason whatsoever. It also helps if your listener didn’t have their pen ready.

“Again, this is Nicole Dunn from Whiteboard Consulting at 416-531-9889. That’s Nicole Dunn at 4-1-6-5-3-1-9-8-8-9.  Thanks kindly”.

Soon my pretties…soon voicemail will be like Kodak Moments, tranceparencies, mimeographs, and shoulder pads. A distant and funny memory of something from the nineties (Click to Tweet). For now let’s be kind and curious and placate our vehement voicemail users until it goes away.  When they come back, I’ll write an equally snarky blog about how to deal with people who are now “into” voicemails because they are retro.

Until next time! Tell us your voicemail woes @whiteboardcons using #ihatevoicemail.

P.S. How many weird phone calls and voicemails do you think I will get????

 

 

Process Improvement via The Whiteboard Way© – Step Five

December 2, 2013Blog, ,

We’re finally at the last of the five steps of The Whiteboard Way© – Talk About It.

idea

“That’s a step?” you ask, “just talking about something?”

Why yes, yes it is.

There is a trick of course – it’s not just talking about what you’ve been doing. It’s communicating the right information, to the right people, using the communication method that they prefer. Or, it’s about effective communication.

Let’s Recap Steps One Through Four

In the last four posts we’ve taken you through all the basic steps for properly defining a problem, imagining

all the potential solutions, and proving that the solution you choose is the right one.

Step One: Define It! In which you describe the problem without assuming a solution.

Step Two: Draw It! In which you visually express the problem in its current state.

Step Three: Imagine It! In which you brainstorm potential solutions and draw how they might look.

Step Four: Prove It! In which you build the case for the solution you want to implement.

Now it’s time to discuss the biggest roadblock to effective process improvement i

nitiatives – effective communication, or the lack thereof.

What Are You Talking About?

You’ve got the best idea in the world. You know it’s going to be big – your boss is going to love it, your colleagues are going to love it – heck, you may even get a raise. You’ve been doing all the steps of The Whiteboard Way©, working away at your desk on your lunch hours and even a couple of evenings at home. You’re super excited, and you finally are ready to let everyone know.

One morning as you and your colleagues are settling in for the day, you tell them all about your plans. A couple smile and say “good for you” and then sit down at their computers and open their eMail. One chuckles and says, “good luck with that”. And another says, “but that will change my work!”

You’re completely deflated. Don’t they see that this is a good thing?

Later that morning you have your weekly one-on-one with your boss and you tell her all about your amazing idea. You pull out your process maps and explain what you’ve been working on.

“How much is this going to cost?” she asks. And before you can answer, “what does the rest of the team think of this plan?”

“Uh, well, I haven’t had time to talk to them about it,” you reply, “and as for cost, I haven’t looked at that. But look how much we’ll save!”

“I’m sorry, but I need to know the cost. You know our budget is tight. And it looks like this process impacts the others – you need to make sure they’re on board.”

And that’s the end of that. What went wrong????

So Many Things.

How to Win the Communication Challenge

There are four key elements to the “Talk About It!” stage of The Whiteboard Way©:

  1. Think about Change Management. You may have read our post about the Change Curve a little while ago. In it, we talked about how people go through a series of emotions (Disbelief, Anger, Exploring and Acceptance) when confronted with a change in their lives. Some go through all those thoughts in a few seconds – they are very resilient people and love change! Others take longer, and you need to consider this when planning on implementing a process improvement change. idea
  2. What’s Your Communication Plan? Who is your audience? Consider people who will be impacted by your idea, or who will be needed to implement or support it.  Now consider the method by which each of those people need to hear your message. Where are they on the change curve? Do they prefer face-to-face meetings or a quick eMail? Not what do you prefer… How do they prefer to communicate. How often? What message do you need to share
    , and what’s the right venue for it?
  3. Be Engaging. No, that doesn’t mean be all charming (although it can’t hurt). It means, engage people early in the process. Ask for their input, suggestions, and ideas. Bring them along your story, and make sure you have all your story elements (including ROI for your boss) figured out!
  4. Remember Your Project Management Essentials. A good project charter ensures everyone understands the scope of what you’re doing, the budget required, the people who will be impacted and who have already been engaged, and of course your key milestones and deliverables. This is one of the most helpful tools you can have, even for a small project! (Project charters don’t have to be pages and pages long.)

Let us know if you’ve had experience (good or bad!) with communication and process improvement projects, and whether any of the tools above resonate with you. Please use the comment space below or tweet us @whiteboardcons! And don’t forget to send us any general process improvement questions or suggestions for future blogs.

Until next time,

Ruth.

« Previous Page