January 2018 Business Case Study

The Situation: Leadership Best Practices

2017 was filled with professionals dealing with unsettling changes in their organizations. They hit walls of resistance with themselves and senior teams. Expectations were unrealistic on both sides.

The Solution:

Secured a clear understanding of the client and senior management unified goals and identifying what was realistic and what needed modification. With some, this was obtainable with clear milestone dates to check in and adjust timelines and goals, if necessary.

The Outcome:

The clients and leadership that stayed flexible fluid on ways to make timelines with a clear understanding of what was needed for goal achievement were successful.

Logic will get you from A to B. Imagination will take you everywhere. Albert Einstein

January 2018 Monthly Tips

And now we welcome the new year. Full of things that never have been. Author Rainer Maria Rilke

January Tips For Professional Success

Tip for Organizations:

Question:
How do we motivate our team to raise the level of partnering as we begin the new year?

Answer:
In the first team meeting of the year, ask the group what they think is needed to have a successful year. Ask each team member to write one action item on a sticky note. Share them with the team. See which people had the same action item and pair the team up accordingly.

Communication Question:

Question:
How long do we use the greeting Happy New Year?

Answer:
Greet people with Happy New Year until the end of January.

Presence  Question:

Question:
What are the three critical items recommended for a fresh look for 2018?

Answer:
A new hair style, review personal grooming (women makeup, men facial hair and cologne) and purge the closet.

The Art of Business and Social Interaction®

Question:
How do we start the new year fresh when watching calorie consumption while entertaining clients without putting a damper on the meal?

Answer:
It is great that many menus have calories listed on each item. Look for the selections that will help keep your goal of not gaining weight.

December 2017 Business Case Study

The Situation: Leadership Presence

Amy was hired for her technical skills and the way she handled investors in her previous organizations. She has done an amazing job with the external relationships but appears challenged with the internal group. Unfortunately, senior management decided to hire a manager for her to report to. This manager reports to the senior leader instead of Amy. The qualities that endear Amy to external stake holders do not come across the same way for senior leaders.

The Solution:

Amy began to work diligently to understand and prepare to be a more effective communicator to the senior leaders. She stopped providing too many details and instead, extracted the critical facts that the leaders needed to know. Amy also installed communication boundaries for internal and external communities.

The Outcome:

In proving her executive and leadership presence, it was determined Amy’s manager was no longer needed. Amy now reports to the senior leaders.

Self-belief and hard work will always earn you success. Virat Kohli – Athlete

December 2017 Monthly Tips

Being positive in a negative situation is not naïve. It is leadership. Author unknown

December Tips For Communication & Image Success

Tip for Organizations:

Question:
Do you think entertaining clients during the holiday season is the best way to say thank you for their business?

Answer:
The holiday season can be overwhelming and stressful. Entertaining clients is a very nice gesture if it fits in the client’s schedule. Another option is to offer to entertain at a time not in such high demand.

Communication Question:

Question:
Is Happy Holidays or Merry Christmas the proper protocol to deliver good wishes this season?

Answer:
Know you audience. Some folks prefer Happy Holidays while others want Merry Christmas. If you are unaware of their background, Happy Holidays is the recommended greeting.

Presence  Question:

Question:
What is your opinion on holiday socks for men and holiday stockings for women?

Answer:
As much as it is fun and will add some levity, just be sure this is not what you want to be remembered for.

The Art of Business and Social Interaction®

Question:
What is the correct protocol to begin eating when not everyone is served and those at the table ask us to go ahead to eat and not wait?

Answer:
It is up to the host to let everyone know when to eat and not to wait until everyone is served.

November 2017 Business Case Study

The Situation: Speak with confidence

James was hired for his technical abilities. He had worked for the company a few years ago and has been back almost a year. The owner is classed as hard driving in The Platinum Rule assessment, a true Director. James is very methodical as a Platinum Rule Thinker. This combination tends to balance each other in completing a successful project but can also come with quite a bit of friction. The owner is now concerned that James lacks the confidence to speak in a meeting especially when the owner is leading the session. James is even considering leaving again.

The Solution:

James skill set lies in being super-thorough and at times, maybe exhibiting too much of a perfectionist approach. This is one of the reasons he left a few years ago and the same reason the owner wanted to hire him back. The key for James is to be able to manage the fast pace of making quick decisions when needed by determining which ones require fast responses and which issues need some time to mull over.

The Outcome:

James has stepped up to challenge the owner and some of the stakeholders by persuading them to slow down. The owner and the other stakeholders see James as more confident because he speaks up and takes the time to explain his thought processes and secure buy in.

 

Would you like me to give you a formula for success? It’s quite simple, really: Double your rate of failure. You are thinking of failure as the enemy of success. But it isn’t at all. You can be discouraged by failure or you can learn from it, so go ahead and make mistakes. Make all you can. Because remember that’s where you will find success.”
— Thomas J. Watson