Tools of the Trade 1: Don’t Fritter Away Your Press Release Real Estate

Young press personnel writing on a notepad

What can we learn from the announcement that Twitter will begin accepting advertising (besides the fact that this giant of social media finally thinks making money is a good idea)? We can surmise that Tweeting — or microblogging — is going to be around for a long time. However the 144 characters that all Twitterers are required to enter also can teach us something about writing quick, zinger press release headlines, headlines that you might event Tweet to raise more awareness about your news and to help drive search.

Writing for the ‘Net is increasingly changing the way people write, think and communicate online and “in the real world.” A recent New York Times article (“Texts Without Context: The Internet Mashes Up Everything We Know about Culture”) looked at the new spate of books now out exploring this impact, the good, bad and the regrettable. The takeaway in PR land is that writing press release headlines that are memorable, catchy, or play off some current news item or pop culture trend is now more important than ever given the Google Words Universe we live in.

Of course it’s hard to make a new hire release, a relocation announcement or other prosaic matters sing and dance like those mega-talented actors/kids on the new season of Glee. But news release headlines are sometimes the only thing a news editor, TV assignment desk person or radio producer will look at, given the hundreds that pass in front of them every day.

Make that headline pop. Read the headlines in newspapers and magazines and go for that style. Journalists, producers and others working in media will appreciate your ability to speak their language. Besides everyone appreciates a good play on words, the unexpected bon mot or even a fine Tweet that can be Tweeted again and again.

Workplace stress – The silent epidemic

A-woman-sitting-stressed-out-in-front-of-a-computer

Research has shown that employers are unprepared strategically, unprotected legally, and underinsured with regard to tackling the growing phenomenon of stress in the workplace. Many simply do not understand its impact: they are either hoping it will just go away or paralysed with uncertainty as to how to handle it.

One ill advised way of releiving stress!
One ill advised way of releiving stress!

The Health & Safety Executive (HSE) has estimated that half a million people in the UK experience work-related stress at a level they believe is making them ill, and up to five million feel ‘very’ or ‘extremely’ stressed by their work. The HSE estimates that stress costs U.K. organisations around £3.7 billion annually.

So what is stress? Continue reading “Workplace stress – The silent epidemic”

Certainly Not Business As Usual

Two men standing near a golf club whilst having a conversation

To quote Monty Python: And now, for something completely different…

In a sense, they could be talking about social enterprise. For many folks, this represents a whole new way of looking at the world, requiring new skills and new perspectives.

Experienced nonprofit people are facing the marketplace of competition and risk taking in ways they never imagined would be part of their careers. Funders become fickle, price-sensitive customers, constituents become potential customers, and partners flip their shingles and become unexpected competitors. Meanwhile the forprofit people who are committed to social change are seeking ways to manage and measure social impact as they face the unyielding need to become profitable or disappear. And some of their investors ask them not what the public can do for them, but what they can do for the public.

Sometimes it seem like you have to put on those strange 3-D glasses to see what’s really going on here.

What’s really going on here is a climactic shift in how we do the business of doing good. Government money is drying up, and at the state level, will largely disappear soon. The old boundaries between the sectors are eroding away, leaving only those species (or organizations or causes or entrepreneurs) that can adapt to these new conditions. As for the others, well, evolution is not too kind to those who don’t adapt. They end up in museums.

Here are some suggestions on how to evolve. Learn the business of business, even if your business is to save the world. Learn the lingo, take the tours, wade through the water. Take some business classes, consider getting an MBA. Find a mentor who gets business but also gets social change. Find and work for the most entrepreneurial organization in your field of interest.

Above all, recognize that earning requires learning, and one part of that learning is realizing that for social enterprise, it’s anything but business as usual.

Why Training and Team Building Don’t Fix Broken Boards

Business people having a disagreement in a meeting

Too often, when Board members struggle with attendance, participation or decision making, they simplistically resort to a Board training session or undertake team building to address their problems. Those techniques seldom work to address those problems.

Why Board Training Alone Seldom Restores Boards

It is not uncommon that Board members want a “quick fix” to their issues merely by undertaking a short Board training session. They have the illusion that their problems are the result of members not knowing their jobs. That is like believing that you can stop people from arguing merely by telling them not to do that anymore. If a training session was the solution, then members could easily solve their issues merely by downloading free Board job descriptions from the Web. Besides, if members are not coming to Board meetings, they probably will not attend a Board training either.

Board members rarely struggle because members lack understanding of their legal roles and responsibilities. New information in members’ heads is rarely enough to make a major difference. Instead, members need ongoing guidance, support and accountabilities to actually use that new information. That comes from a combination of activities, for example, evaluating the health of the Board, helping members understand what is required for long-lasting change, Board orientation and Board training for members, refining the organization of the Board, coaching the Board Chair and other leadership roles to drive changes, and then re-evaluating the health of the Board.

Why Team Building Alone Seldom Restores Boards

Team building is conducted to improve the performance of a team, or small group of people. There are a wide variety of approaches to team building. Too often, the approach is to improve performance primarily by trying to improve team members’ feelings, beliefs and perceptions about themselves and each other. That approach rarely works for Boards that have major, ongoing struggles. Actually, that approach to team building can make the situation much worse when the good feelings from team building quickly encounter the same dysfunctional structures on the Board, resulting in even more frustrated – and now cynical – Board members.

We have learned a great deal about what makes for high-performing teams. In addition to respecting themselves and each other, all team members need to have the same clear understanding of certain structures, including:

  1. The purpose of the team.
  2. How decisions are made and problems are solved, and how communications will be done.
  3. Each member’s current roles and responsibilities.
  4. What authority and resources the team has to work with.

Lack of the above structures often is the primary cause of prolonged frustration, blaming and conflicts among team members. Teams can be formed to be self-organizing, self-directed or self-managed, but to be successful, they must ensure that they have the above-listed structures in whatever form the team decides to take.

What do you think?

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Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 800-971-2250
Read my weekly blogs: Boards, Consulting and OD, Nonprofits and Strategic Planning.

When Consultants Should Facilitate, Coach or Train

A consultation coaching an employee

There are strong feelings that consulting, facilitating, coaching and training are very different roles. I believe that a good consultant should be able to use any of the roles for different purposes. Here are some guidelines for what roles to use and when.

When You Might Resort to Facilitating

Collaborative organizational consulting is about working, as much as possible, in partnership with your clients to accomplish powerful, long-lasting change in your client’s organization. That usually requires a highly facilitative role in your consulting. Facilitating is helping a group of people to decide what results they want to achieve together, how they want to achieve them and then helping the group to achieve them. Styles range from directive to indirectly suggestive. The conditions that often exist in an organizational project and require the consultant to fill the facilitator role include:

  1. When the project needs ongoing trust, commitment and participation of clients.
    Ongoing contributions usually do not come from clients during trainings or when receiving advice from experts. Instead, the buy-in of members comes from knowing that their beliefs and opinions are being solicited and valued. This can be especially important when a diverse group will be involved or impacted by the project. The essence of facilitation is to bring out those beliefs and opinions and to help members decide what they want to do and how they want to do it.
  2. When working to address complex problems or major goals with clients.
    The most accurate understanding of priorities in an organization often comes from considering the perspectives of as many members as possible. The most relevant, realistic and flexible strategies to address those priorities are developed and implemented from the active participation of members. Facilitation is the most powerful role from which to cultivate that participation.

When You Might Resort to Coaching

You might choose to fill the coaching role when the following conditions exist.

  1. An individual in the project seems stalled or troubled.
    Coaching can be a powerful means to guide and support an individual to clarify current challenges or priorities, identify suitable strategies to address the challenges and then to actually implement the strategies.
  2. To maximize an individual’s learning from experience.
    Individuals learn differently. Coaching can be a powerful means to guide and support individuals to reflect on their experiences and then use that learning to improve effectiveness in life and work.

When You Might Resort to the Expert Advice Role

You might choose to fill the expert role when the following conditions exist.

  1. The project needs general knowledge that would likely be the same in any context.
    There are certain types of general knowledge that would likely be the same, especially:

a) General frameworks from which to develop and/or operate systems, for example, performance management systems, financial systems or marketing systems.

b) Guidelines for conducting general practices, for example, planning, evaluation, organizational change, addressing ethical dilemmas, use of capacity building approaches or developing learning plans.

2. The project needs knowledge that is highly specialized and proceduralized. For example, installing computers, conducting market research, conforming to laws and regulations, designing and providing certain program services, financial processes and procedures, or use of specific tools for problem solving and decision making.

When You Might Resort to Training

Training is activities to help a learner or learners to develop or enhance knowledge, skills and attitudes to improve performance on current or future task or job. You might choose to fill the trainer role when the following conditions exist.

  1. Expert knowledge needs to be conveyed in a concise and timely manner.
    There may be times in your project where members need to learn certain expert-based knowledge and need to do so in a highly focused and efficient manner. The knowledge might be any form of expert-based knowledge as listed in the above topic.
  2. Knowledge needs to be conveyed to a group of people.
    Training is often most useful when a group of people need to learn expert-based knowledge. This can be quite common in projects, for example, when training project members about the nature of organizational change, the project’s change plans or methods of data collection.

What do you think?

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For more resources, see the Library topics Consulting and Organizational Development.

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Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 800-971-2250
Read my weekly blogs: Boards, Consulting and OD, Nonprofits and Strategic Planning.

Management and Leadership (Differences?)

A manager sitting at his desk

What is Management?

First of all, after this blog entry, my plan is to avoid drawing a strong distinction, unless absolutely necessary, between leadership and management. The word management means many different things to people. For example, it is sometimes conceptualized as a discipline, as is medicine or engineering. It is also commonly viewed as a set of specific, or not so specific, behaviors. And for many, management is the same thing as the role of manager, which is seen as a certain job level or classification. In referring to it as a discipline, Joan Magretta states that management is the “accumulating body of thought and practice that makes organizations work”. While this is a wonderfully succinct way of describing a vast body of knowledge, I will not be talking about management as a discipline. Although I highly recommend Joan’s book “What Management Is” (2002) for a delightfully easy-to-read overview of the discipline. I will be talking about management as a type of leadership also as a level of leadership (i.e. the manager).

What Happened to Management?

In the era of Dilbert, management and mangers have had a pretty tough time in terms of their credibility and status within western culture. The term “manager” really suffered at the hands of Jack Welch in his early years as CEO at General Electric. This is ironic since Welch was actually a huge proponent and practitioner of what, at that time in the early ‘80s, were core management principles and best practices. But Jack was out to shake GE up and felt that the term “manager” carried too many negative associations within the company. He replaced it with the term ““leader” and help start an era in which this anointed leaders held a special status. Funny enough, although he replaced the word manager with leader, he actually strove to develop at GE the use by leaders of proven management principles. Of course Jack and the good folks at GE were also at the forefront in developing management practices now widely used across industries and generally accepted as best-in-class. But there were many other influences in the loss of luster for those involved in management, such as when the ultimate management guru, Peter Drucker, decided to start using the term “executive” in place of “manager.

Management and Leadership Differences

It is clear to me that people in “managerial” roles are, in fact, in positions of leadership. From an organizational perspective, all managers are leaders, and all leaders, to some extent, are involved in or responsible for certain practices that should be considered management. But, although having stated that management is a type of leadership, there are some important distinctions that I use in my work as a consultant involved with leadership assessment, development, and coaching. The distinctions I make are related primarily to levels of leadership, and the skills, qualities, and knowledge that commonly correspond with success at different levels. This is an important, arguably necessary distinction when and organization is involved in succession planning and developing its leadership “pipeline”. For example, organizations need different abilities and qualities from team members that are individual contributors, in comparison to managers, in comparison to managers of managers, and so on up the functional ladder. My point is, from a practical standpoint it is almost impossible to develop a coherent and effective approach to talent management without delineated levels of leadership — or at least roles.

Why Management?

I think that organizations should acknowledge that managers are, in fact, leaders and critical to the success and sustainability of the business. It has been clearly demonstrated that managers — those that oversee the work of those that do the work — have enormous influence on the goals and bottom-line of an organization. This is because of their central role in ensuring that line staff, for lack of a better term, is engaged and productive at work. There is strong evidence that employees that have a strong sense of connection with their boss, feel appreciated, cared for, and understand how their work fits into the larger vision, are more satisfied and productive. This is more often than not the job of the manager.

What is Management Work?

With regard to specific responsibilities, it is my belief that a significant difference between managers from more “senior leaders” (or senior managers for that matter), is in how managers get things done, the tools they use to things done, and the type of influence they have within an organization. Historically, the term management has referred to individuals engaged in the activities of planning, organizing, leading, and coordinating resources toward the attainment of specific goals. In recent years, and in many organizations, management has come to include a variety of other responsibilities in such areas as talent management, coaching, and change management, to name a few. The specific around the how, tools, and influence of management can be discussed at another time. For now, I would simply like to make a number of other distinctions between managers and the core responsibilities of other, more senior leaders. These core responsibilities are the a) direct involvement in the execution and implementation of business strategy, b) monitoring and measuring of performance and outcomes, and, perhaps most importantly, the c) selecting, developing, and leading (influencing) of the people that do the work

So What?

There is an almost overwhelming amount of available information and opinion on the topics of management, leadership, and management in comparison to leadership. I have provided some information and shared lots of professional and personal opinion. It would be great if others would jump in and engage in the dialogue. I have no-doubt that my co-host, Julia, will have her own interesting and unique response to the topic.

The Top Three Things I Wish I Knew About Background Screening

Company-HR-staff-reviewing-an-applicant-resume

A thorough examination of the topic of Human Resources (HR) would include multiple topics. Within those, one would find recruiting. Recruiting is an important topic to everyone in an organization, as the consequences of a bad hire can have a wide organizational effect. In an effort to mitigate the risk of a bad hiring decision, companies can use multiple tools in their hiring strategy. One of those, background screening, can help identify if your candidate is included in the 56% of applicants that provide false information on their resume. Background screening will also help protect your company from multiple risks including negligent hiring, theft, and workplace violence. But are all background screens created equal?

During the past two years, I have developed a much stronger understanding of this tool. Below is a list of the top three things I wish I understood about background screening before I worked for the industry leading provider of this service.

1. Not all criminal background checks are created equal. There is no one source for criminal information that will provide you with every record available. However, there are certainly ways to ensure that you are getting the most accurate, up to date and thorough information available. Jason Morris, President and Chief Operations Officer of EmployeeScreenIQ, identifies the following short cuts in his white paper, Best Practices in Employment Screening: using national or statewide searches in lieu of county research, or checking only the current county of residence. These types of searches may save you a few dollars on your background screen; however, the price of not running the more thorough search could be higher than all your other recruiting expenses combined. According to Morris, “an effective criminal program should always include physical research in each county in which the subject has lived, worked, or gone to school over the past seven to ten years.”

2. Fifty-Six percent of applicants falsify information on their application or resume. While most experienced recruiters understand that applicants may inflate their resume, EmployeeScreenIQ finds discrepancies in resumes on important hiring factors. Those include dates of employment, education, experience, salary, and criminal history.

3. There is an increase in the use of diploma mills. Nick Fishman of EmployeeScreenIQ defines a diploma mill as “an organization that sells academic degrees and diplomas with substandard or no academic study and without recognition by legitimate educational accrediting bodies. The buyer can then claim to hold the purchased degree and the organization makes a profit. Many of these fraudulent organizations claim accreditation by fake or unaccredited licensing bodies, creating another layer of supposed authenticity.” The number of these organizations has increased in recent years. Perhaps due to the increase in unemployment. Regardless of the reason, hiring someone with fake credentials can be very costly.

To learn more about any of these topics, visit the EmployeeScreenIQ University at http://university.employeescreen.com

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For more resources, See the Human Resources library.

Sheri Mazurek is a training and human resource professional with over 16 years of management experience, and is skilled in all areas of employee management and human resource functions, with a specialty in learning and development. She is currently employed as the Human Resource Manager at EmployeeScreenIQ, a global leader in pre-employment background screening.

Financial Projections & Other Business Planning Fantasies

Person doing financial review with graphs and charts

Every business plan has them, and they belong in the fiction section of the library. Like romance novels, you can usually see what’s coming: we’ll lose some money in the first year, approach break even in the second year, and then (gasp) become profitable in year three. And the business lives happily ever after, achieving greater profitability with each passing year.

Unfortunately, things don’t turn out that way. Most businesses take longer to reach profitability, and many never do. Sometimes things get better, then get worse, and then sometimes (with much effort, further investment and some luck), get better again.

While financial projections should not be confused with reality (after all, they are guesses), it is possible to come up with some reasonably credible numbers. Here’s how:

  • Do your homework. Build your case through solid research, not visualizing reality or plugging in the standard “profitable by year three” formula. Gather industry data, talk to experts in the field, study annual reports, read the trade press. Figure out your market segments. Do this research yourself or hire a consultant.
  • Make it simple. Start with the key metrics for your business. Number of paying customers and average purchase. Hourly production rates. Cost to acquire a customer. Profit margins. Also, keep your financial projections to two pages; too much information is bad for fiction and nonfiction.
  • Support your numbers. Justify your key numbers with notes indicating where they came from or how they were calculated, so someone could independently verify them.
  • Adjust your thinking. If the numbers don’t work out, revise your business model, not the numbers. Consider the possibility that your great idea might not be such a great idea.

Remember that while starting a new business always involves imagination, you’ll better set yourself up for success if your financial projections are realistic, rather than romantic fiction.

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For more resources, see our Library topic Business Planning.

Practice Makes…Better

A basketball team practicing to get better

 

[The following is an excerpt from my newly published Keeping the Wolves at Bay – Media Training.]

I would love to be able to tell you that with regards to media interview skills, ‘practice makes perfect,’ but that would be disingenuous, a fancy way of saying it would be a lie.

No amount of practice will make you a ‘perfect’ interview subject; similarly, one or two days of media training, alone, will not leave you with lasting skills in this area unless you practice them on your own.

Some job descriptions – e.g., politician, celebrity, Fortune 100 CEO – have a lot of real life interview practice built in. Those individuals and subordinate spokespersons are going to get plenty of opportunity to refine their skills via actual interviews. But most of the people I have trained aren’t in that kind of job; instead, they are designated spokespersons who may not have to handle a really hard media interview for years after their initial training. However, just like a police officer who may never have to shoot a suspect for years after going through the police academy, they still have to maintain their skills so that when they’re needed, they are intuitively available.

Methods of Practice

All methods of practice should:

  • Simulate a situation/scenario that, realistically, could occur to you/your organization.
  • Simulate one or more of the types of interviews described earlier in the Media Logistics section of this manual.
  • Include some method of recording and playing back performance for self- or peer-critique.

There are a wide variety of ways to simulate interviews realistically enough for spokespersons to practice and improve their skills. These include:

  1. Re-enact Media Training. Recreate the conditions under which you were media trained (e.g., tripod-mounted video camera of at least moderately high quality, someone to operate the camera, someone to play interviewer).
  2. Practice ‘Phoner’ Interviews. Let yourself be interviewed by telephone, which is the mostly likely scenario for most interviews, with video becoming increasingly likely when a crisis is particularly newsworthy.
  3. Staff Meeting Practices. Take 15-30 minutes at a staff meeting and put one or more spokespersons on the spot, with other staff members playing the role of media at a press conference.
  4. Webcam-Based Practice. You don’t have to have a media trainer return for a full training session to just get some ‘brush up’ practice periodically. Instead, hook up with him/her for an hour or two by webcam periodically. That’s not only useful for routine practice, but also for spot practice right before you have to give an important interview.

I have trained countless executives who claimed to have been trained in the past – but who never practiced. Most of the time, their skills were little better than the novice trainee, and sometimes what they did remember was so out of context that they actually did worse than if they had remembered nothing at all about their past training.

No, media training practice doesn’t make perfect, but it sure as heck makes you a better spokesperson.

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For more resources, see the Free Management Library topic: Crisis Management
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Hot New Twitter Advertising Platform – Promoted Tweets

Twitter logo in a blue box

A new Twitter advertising tool launches today after much strategic planning and customer analysis

What does it mean for marketers?

According to Chris Bruzzo, vice president of brand, content and online at Starbucks, “When people are searching on Starbucks, what we really want to show them is that something is happening at Starbucks right now, and Promoted Tweets will give us a chance to do that.”

Often, Tweets get lost in a sea of similar keywords and searches yield non-specific results.

“Marketing” Promoted Tweets allows companies to enter the stream of real-time dialog. When a Twitter user searches for a word, a single ad shows up on top in small type.

If users don’t respond to these Promoted Tweets by re-tweeting, favoriting, or replying, however, they will be pulled from the search results. This is a concept called “resonance”, a metric by which twitter will gauge the effectiveness of its ads. A few of the nine aspects of resonance include:

  • number of people who saw the post
  • number of people who replied to it or passed it on to their followers, and
  • number of people who clicked on links

Initially, Twitter advertising will be charged by the thousands of people who saw the ads, a model that will evolve with experience. The Promoted Tweet is one of three streams of revenue Twitter will have available. For more information, see the AdAge article, “Twitter Has a Business Model: Promoted Tweets”

For more social media “Marketing” tips and tactics, search these phrases:

  • Online advertising trends
  • Advertising techniques
  • Twitter search

Happy “Marketing” hunting!

What online ad platforms work best for you?

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For more resources, see our Library topics Marketing and Social Networking.

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ABOUT Lisa M. Chapman: With offices in Nashville Tennessee, but working virtually with international clients, Lisa M. Chapman serves her clients as a business coach, business planning consultant and social media consultant. As a Founder of iBrand Masters, a social media consulting firm, Lisa Chapman assists clients in establishing and enhancing their online brand, attracting their target market, engaging in meaningful social media conversations, and converting online traffic into revenues. Email: Lisa @ LisaChapman.com