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

November 2017 Monthly Tips

Your positive action combined with positive thinking results in success. Shiv Khera

November Tips For Communication & Image Success

Tip for Organizations:

Question:
We send holiday cards to our clients. How can our associates personalize the cards?

Answer:
In most companies, cards are signed by the staff. To personalize add another step by jotting down a note specifically to the client or customer that you have or would like to have a relationship with. In the note, suggest a lunch, breakfast or coffee meeting for the New Year.

Communication Question:

Question:                                                                                                                                                                                                                                                     How can you ensure you are heard during a conference call on speaker?

Answer:                                                                                                                                                                                                                                                        If you do not have to speak louder, you must speak slowly and begin with the topic or question being discussed. Ask questions afterwards to verify you were heard.

 

Presence  Question:

Question:
How soon can you start wearing clothes, sweaters or ties with holiday designs?

Answer:                                                                                                                                                                                                                                                        Even though we are experiencing holiday decorations, try to wait until after Thanksgiving, especially this year, since it is so early. The only exceptions are non-western seasonal holidays. I would definitely check with the organization about any policies addressing holiday type clothing.

The Art of Business and Social Interaction®

Question:
Gaining weight is a problem during the holidays because of the all the parties. However, I do not want to insult my hosts by not eating.

Answer:
The key is to eat, but not over eat. It is important to be a part of the festivities because much effort is spent to ensure everyone is having a good time.
It is also a nice place to build relationships.

October 2017 Business Case Study

The Situation:Leadership Confidence

Bill has been in the organization just over a year. He was recruited by a senior leader because of his analytical skills and deep knowledge of the industry. The challenges are that the projects are fast moving and at times, he must make a decision without having all the facts. This has created concern among the senior leaders that he is not confident in decisive actions at critical points of a project.

The Solution:

Bill began working on ways to ask critical questions to get himself into a comfort zone if faced with making a decision without all of the information he would prefer. Bill also initiated meetings with team members so that as many details as possible are available when a decision needs to be made.

The Outcome:

Bill gained enough confidence at meetings to ask probing questions on project issues that demanded immediate decisions. He has also committed to not work in a silo. Instead, he spends time developing relationships so when there is a need to get other folks involved they are more responsive. Senior leaders have commented that they are pleased timelines are being met, sometimes even before the due dates.

Don’t be afraid to give up the good to go for the great. John D. Rockefeller