My Boss is a Control Freak

An-angry-manager-arguing-with-an-employee.

is your boss a control freakDo you have a boss that demands frequent and unnecessary reports or hovers over you to make sure you’re doing things “right” or requires you to wait for his approval on everything before you can move forward?

Four out of five people, managers and workers alike, stated in a recent survey that have had mciro-manger bosses. Here’s are seven tips on how you can survive and even get along with a ‘control freak” boss according to “My Way or the Highway” by Harry E. Chambers.

  1. Work his agenda.
    Determine what’s really important to him and the department. Ask if you don’t know. Then work with him, not against him. to accomplish the specific goals
  2. Don’t wait to be asked for information.
    Find out what he needs to feel confident and comfortable. Then get it to him—ahead of time with a smile.
  3. Give frequent updates.
    If the micro-manager doesn’t visibly see progress, they think work is not getting done. Don’t assume but rather ask how often and in what form he wants progress reports on priority projects.
  4. Regularly review expectations.
    Micro-managers often change their focus and their priorities. Clarify your conversation agreements in a trail of memos and e-mails.
  5. Take the lead on deadlines.
    Be the first to talk—offering a timeline for when you can do a task (not when you can’t). Reassure him by showing how you will get the tasks done on that timeline.
  6. Play by the rules.
    Some micro-managers enjoy catching people in the act. Avoid being an easy target by not following policies and procedures. Just go with it unless it’s illegal or unethical.
  7. Choose your battles.
    The micro-manager will go to war on every issue. Don’t try to match him. Instead, choose the battles that are most important to you.

Career Success Tip:

If you see that your micro-manager boss backs off with some people more than others, then learn from the “best practices” of others. To some this might be considered groveling; to others, it’s knowing how to get along with your boss. Also see Do You Have Boss Problems?

Do you want to develop Career Smarts?

Creative Solutions; Leaps of Faith

Two-partners-working-together-to-create-a-solution-to-an-office-task

A reader comment on my blog post last week sparked my thoughts on creative solutions. John reminded us of the Einstein quote about needing different thinking to solve a problem than the original thinking that created the problem. John suggested that we need to imagine solutions that are not yet visible, not yet embodied. Too many times we limit our thinking based on what we’ve seen work or not work in the past, rather than make larger leaps of thinking – to envision something entirely different than what exists in the moment.

I recently became certified in the Team Advantage, a team coaching approach for team transformation and higher performance. The Team Advantage challenges teams to think in more expansive ways, thus achieving extraordinary goals. This team coaching approach augments the Appreciative Inquiry methodology to reach positive possibilities.

Leaps of Faith

To use the StarTrek idea- How do we boldly go where no one has gone before? That often requires a leap of faith. Stepping out into the void requires faith- faith that the next steps will be clear, faith that the next door will open, faith that the answers will emerge from the darkness, confusion or chaos. Perhaps it’s faith in our innate intelligence, inner wisdom, the human potential. Perhaps it’s faith that with enough silence, enough openness, enough support our Inner Wisdom or Higher Consciousness will emerge and be revealed. It certainly requires enough faith in one another to allow our best selves to step forward and be known.

How often to do you allow your best self to step forward at work? In our Team Advantage training we talked about creating safe space for people to share ideas and be vulnerable with each other. Creating that safe space is everyone’s work. It takes strength to be vulnerable. It also requires personal courage- courage to share ideas, courage to look foolish. Courage in teams means trying new behaviors to see how they work. Stepping forward to be your best self, to be fully in the game, means you have to have courage and strength. Do you have the courage to open yourself up to new ideas, courage to change your mindset or behaviors?

Faith helps us have that strength and courage. Faith in ourselves, faith in our Higher Power, faith in one another. Faith helps us share our talents, try out new ideas, grow in ways we need to grow. If we have faith in a supportive, creative Universe, we can step boldly into new unfamiliar territory.

Take a leap of faith this week. Open yourself up in a new way. Step forward to express and experience the Magnificence of Who You Are. See what new idea or outcomes emerge in your life and work.

It takes a leap of faith to go from the known to the unknown. Are you willing to take that leap?

Write back and let us know what wonderous things emerge for you as you share your gifts with the world.

Today is a good day to let your light shine brighter.

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For more resources, see our Library topic Spirituality in the Workplace.

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Linda is an author, speaker, coach, and consultant. Go to her website www.lindajferguson.com to read more about her work, view video clips of her talks, and find out more about her book “Path for Greatness: Spirituality at Work” available on Amazon. Her newest book, “Staying Grounded in Shifting Sand” is also now available on her website and soon to be released in paperback. Stay tuned!



Creating An Advisory Council

An-advisory-council of an organization

A recent email posed the question:

I am the Director of Philanthropy for a small nonprofit foundation. Our Board of Directors and committees are all comprised of physicians. I am beginning to build a lay component and am working on developing a Development Advisory Council – made up of lay members. I am looking to create a job description for this group the purpose of which is to expand our lay base and raise money. We are also having discussions on whether the Foundation should pay for travel and expenses. I am having difficulty with the advisory council description. Can you help guide me in the right direction?

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1. Since it’s all about perception, a director of philanthropy is seen as the person whose job it is to raise money; a director of advancement is understood to be working to help advance the mission of the organization.. (In addition, the D.O.P. title is more than a little pretentious !!)

2. An Advisory Council is created to provide advice. If you ask people to join such a group, you’d better be prepared to take their advice. If the primary purposes are to broaden the base of non-physicians and raise money, then call it just a Development Council or Advancement Council.

3. An essential question you must be able to answer is: Why would any non-physician want to be part of such a “council”? And the answer should probably not have anything to do with your Foundation.

4. If this volunteer group you’re assembling will be constituted to raise money, then one can assume that they have the money to set an example. With that as a given, they should also pay their own expenses.

5. I don’t know the difference between your development committee and the soon-to-be-created council. So I can’t offer a lot in the way of suggestions regarding a job description. I would say, however, keep it simple — i.e., The mission of this “council” is to help provide the resources needed to pursue the Foundation’s mission by providing direct support to the Foundation and encouraging others to do the same.

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Have a comment or a question about starting, evaluating or expanding your fundraising program? With over 30 years of counseling in major gifts, capital campaigns, bequest programs and the planning studies to precede these three, I’ll be pleased to answer your questions. Contact me at AskHank@Major-Capital-Giving.com
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Have you seen The Fundraising Series of ebooks ??
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If you would like to comment/expand on the above, or would just like to offer your thoughts on the subject of this posting, we encourage you to “Leave a Reply” at the bottom of this page, click on the feedback link at the top of the page, or send an email to the author of this posting.

Alternative Legal Structures for Your Business

Close up of a lawyer holding a legal contract document and a pen

There are now many choices in legal structure for a new business. That’s both a good thing and bad thing. It’s great to have options, but sometimes the details can become overwhelming. For a business with a social as well as financial purpose, there are different ways to set things up, depending on your motivations, your target market, your access to capital, and how much control you need.

Some of the alternatives include for-profit, for-profit with a social overlay, hybrid, nonprofit with a mission-related enterprise, or nonprofit.

A very thorough article on just this topic can be found in the Spring 2011 edition of the Stanford Social Innovation Review. SSIR is a publication well worth a subscription, but in this case, the article is available for free. It’s call “For Love or Lucre,” and was written by Jim Fruchterman. Here’s the URL:

http://bit.ly/oTcnxo

This is a good thing to get ironed out early in your business planning process.

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For more resources, see our Library topic Business Planning.

Training Stereotypes for Success

workers-having-a-good-time-after-a-successful-day
How do we gauge success? That starts after we’re hired.

We all seem to have answers for success, but they aren’t the same. Are there stereotypes of success? It’s not just about training stereotypes for success: that is people who look and act like us and have the same education and training. It’s a start, but there’s more.

As trainers, it is important for us to think about what it is our companies want to gain from our trainees. Maybe we should be training the keys of success. What does make someone a success in a company? It varies, but some things remain the same. How do we gauge success? If we understood that, then maybe the hiring process gets a little easier, productivity better, personnel issues better understood. Is it simple communication?

Basic communication should, of course, make the cut of being able to communicate what needs to be said and understood by another party. It makes sense in this country that most people can understand one another pretty well; however, we do have our issues. Because we have a large number of Spanish-speaking people does that mean our company has to accommodate them. In Quebec, acceptance its bi-lingual nature is the law; that is not the case here in America–not yet. So, a non-English speaker can expect for that to be a handicap, initially; however, there are environments, even in the U.S. where that is a plus, not a negative.

Probably the first thing the Cave Man did was try to understand the language of other tribes after spending a good deal of time trying to kill all those who were different. Eventually, he came to realize if he wanted to learn from these strange people, he had to understand them and language was the best way. We do it today–or at least we try to make ourselves understood, realizing many may not understand our language.

“If you feel like you’re the smartest guy in a room, that’s probably because someone is fleecing you.”

For example, we say on the phone click one number for English and another for Spanish. A least we will speak the language–sort of. But in other situations if we use big words or slang the other person doesn’t understand, have we accomplished communication. Have we offended either party with this conversation that is marginally understood?

I’m going to look at communication, language, education and training success based on our use of language, and in my own Cave Man basic way try to make some sense of it.

Now, let’s assume we speak the same language. Does that always mean we are successful? I saw an interesting article, the Best Kept Secrets of Successful Business People, but found many of its ideas fit anyone who seeks success. Xianhang Zhang says, “If you feel like you’re the smartest guy in a room, that’s probably because someone is fleecing you.” Too often students listen to others and feel the way to success is to get the diploma, but it’s always more than that. We know the diploma may get you in the door; it may even get you hired, but it will not guarantee you success.

Successful people speak a company language–usually a standard English (unless you have a job with a foreign company) so we speak the most common language of our customers.

And, this happens to trainees, too. “I’ve got the education or training now so promote me.” How many times have we heard the term “proven success?” It seems sometimes workers don’t hear it. That means a track record of accomplishments. Training and education is one thing–accomplishments another. Success is not a simple matter.

With education and training, it is important to apply it. It is almost a no brainer to most of us who sit in observation. You can be booksmart, but not have the character to use it. With common sense you go into the education or training with the idea of what’s in it for me? What can I do with this information? Every piece of learning can be connected to a practical issue. If you aren’t connecting it to something you can do with it, you are connecting it to something you have done with it in the past. The result either way is a practical connection.

Want to know why most people don’t get the jobs they apply for? I has nothing to do with race or other obvious or often thought of stereotypical attributes. It’s because they look good on paper, but in person they lack something very important–a confidence and knowledge of application. A company doesn’t want to know if you have the knowledge but can you apply it; HR wants to know if you have the knowledge to separate you from those who admit they don’t. The company wants to know if you’ll be able to use what you know to their benefit. At this point, they really don’t care about you. Later that may change after you have proven yourself.

Will you will fit into a company that has people who know what you know and know how to apply the knowledge you know as well..

So being the smartest guy in the room doesn’t make you the most marketable. Now the company has hired the “smartest guy” in the room, they want to know, not only are you capable of applying that knowledge, but if you will fit into a company that has people who know what you do and apply. Surprise! You may not be the smartest guy in the room right now after all.

Businessman Frank E. Rider makes some some simple but sensible points:

  • Work Hard
  • Be Smart
  • Be Lucky

“By ‘Work Hard’ I don’t mean lift heavy boxes or work 80 hours a week. Do the things that are hard, the things you don’t understand or don’t want to do. Do the hard things.

“By ‘Be Smart’ I don’t mean be Einstein. The first rule of being smart is “don’t be dumb.” Think things through, be street smart, get at least one good nugget from every person you come in contact with. Behind every successful businessman/woman there are several thousand people (mentors, advisors, peers, competitors, employees, customers, vendors etc.) The human wiki.

“Don’t leave out luck. It’s a state of mind. Working hard and being smart will put you in position to take advantage of luck when it presents itself.”

So what distinguishes you? Character. Leadership. The ability to get along with others. The ability to leave your ego at home. Attitude is key to fitting in. Being the stereotype.

If this is too much of a challenge, you should look for another job where that “street” language is appropriate. I don’t know many like that.

Fitting in. It doesn’t mean changing yourself until you are unnoticeable. Are you so shallow that if you can’t speak the way you always do, that means your less than yourself. We like people who speak other languages. Successful people speak a company language–usually a standard English (unless you have a job with a foreign company) so we speak the most common language of our customers.

If we do something more individual in nature like use “street talk” or “slang,” we may be cool but we don’t speak for the company. If this is too much of a challenge, you should look for another job where that language is appropriate. I don’t know many like that. At least not ones that pay well or are legal. You see these companies don’t care, and the products are in so much demand by an unsophisticated public.

Ax yo’self whad it means. Insulted that I should assume you speak that way. Insulted I should assume anything about you. That is exactly the point. We shouldn’t have any reason to assume anything about you. At first, language used in such a way my be charming; its certainly individual, but it will lose the respect of those you serve. Company speak, notice I did not call it standard English, is not as interesting.

It is assumed by people of color (to use their own term of acceptance here) that someone is a hiring person is prejudiced by race or color. Experience tells them you have certain attitudes and speak to customers in a certain way if the interview does not bring out the opposite. If you are well spoken in company speak, that fact will be ignored by most. I will admit a few prejudiced souls are still out there, but try dressing like the company and acting like the company and you most likely will fit in.

If you do not get the job, look at your other qualifications, education, work history, availability, and general attractiveness. The last is actually one of the more significant, unspoken rules of business. Image of company is everything. Short people beware except in a petite shop. Tall, good-looking people rule; product knowledge and procedures can be taught, while genetics are what they are. We have laws that prevent overt prejudice, but older people don’t apply to a younger company that sells to a young clientele either and vice versa. Certain businesses seek young female sales persons because the clietele is largely female. Seen very many males work at Victoria’s Secret, and some seek men to talk to businesses who have predominately male customers, i.e. John Deer.

There are stereotypes as long as we reinforce them. But you can change them by broadening their focus.

Often the world deals in stereotypes. Being a stereotype also means you fit in to an expected norm. So much so, take one look at theatre or film and you’ll see it full of stereotypes so much so it’s news when someone breaks that barrier. Take Denzel Washington. Like many African American actors, he could have allowed himself to be stereotyped and indeed he was until he first rose to prominence when he joined the cast of the medical drama St. Elsewhere, playing Dr. Philip Chandler for six years. That made a wider range of people take notice; however, early one he had to accept that stereotype and change it–for himself anyway. Later we see him the hero. He is well spoken and when he puts on the hood vernacular we are somewhat surprised. Success is based on changing up that stereotype.

All things being equal in theatre, an actor can lose a part to another who is more stereotypically the part, all talent being equal. It’s the same in the real world. Stereotypes stay what they are if you let them. There are stereotypes as long as we reinforce them. But you can change them by broadening their focus. Some actors love stereotypes–that is, if it gets them a lot of work. Take the actors who have dark features: they can play, Native Americans, Spanish, South or Central American, North African, Arab or Muslim, and sometimes Eastern European or even Indian or Pakistani. I’m a blond, which has limited me to particular parts, California, Irish, German, Danish, etc., however, if I tried to convince others I could play ethnic roles I would be disappointed. There are two many who already fit that stereotype so why waste time with me. In Hollywood, in the past, those same characters would have been played by a caucasian actor of note, i.e., a very bad John Wayne as Ghengis Khan, and, we scoffed. But Hollywood was made to take the ethnic because the audience (and the union) demanded it, but the experience was better all around. These actors accepted the fact that they were a stereotype in one way, but still had to fit into the company. Speaking only one way would have limited them severely.

Not only persistence in getting what they wanted, they listened to what was being said and noted the trends.

Perseverance is what has made these character actors successful. Not only persistence in getting what they wanted, they listened to what was being said and noted the trends. They fit themselves into the trends. This is idea is not new. Ever hear of the man of a thousand faces? There is actually an old movie about Lon Chaney, a horror film star you may have hear about. The film starred James Cagney, another actor, who certainly didn’t fill the stereotype of tall, good-looking, but he played this role of an actor who wanted to work so bad that he disguised himself into whatever the film company was looking for, and got the part, proving that anything is possible if you try to fit in. Lon Chaney became the “man of a thousand faces” setting the standards for the movie industry to use people who were good actors to play parts they may not fit physically and use make-up, costumes and special effects to create the whole effect. Attitude, perseverence, using the ego to motivate or persevere, but do not wait for success, make it happen is the way to do.

By the way, there are may theories on success, read them, contemplate them, apply them if they fit. Don’t try to be the first to apply your own theory, you may not even get the job. You’ll have a lot of people during it their way; do you really think they want you working against them. Fit in with them and use your way if it brings you success, but only then. Use it before, unless you work for yourself, and you won’t fit in. We like being individuals, but the world is made of people who live together, and they can’t help putting stereotypes to their world. If you want to be like them, you have to a stereotype with a difference but still one they appreciate.

For more resources about training, see the Training library.

I always remind folks that this is my opinion and I hold no one else responsible for the way my mind works. But I am open and been known to change my mind for another point of view. We are all learners here. This a long blog or article even for me. If you are interested in hearing some of my other views, check out my website under the category of What I Say. Be sure to check out my new book onThe Cave Man Guide to Training and Development and look for my second, The Cave Man Guide to Communication coming soon. Happy training.

Style Guide Tips

Young man seated in an office smiling

There are quite a lot of questions about how a document should be designed. If the document projects an appealing appearance and motivates the user to want to read it, then the document has been properly designed. But how do we do this? A lot of these questions can be answered within a Style Guide. It will outline familiar or commonly used styles and formats that users have previously agreed upon. The amount of content presented in a Style Guide will depend on what is required for each document to be created.

  • Try to denote only the important ‘must have’ items within the Style Guide.
  • If it becomes too lengthy, break it up into sections and include a Table of Contents. It might even be more logical to break it up into more than one document. For example, if the:
    • Style Guide is for Developers, you might create two different guides. Create a Style Guide for a document that details the format to use when requesting, compiling, and logging database changes and another Style Guide showing what style to use for coding documentation.
    • Style Guide is for HR, you might need to create several, such as a guide for a document explaining how to complete certain forms, another guide for a document that explains procedures to follow, and another guide that explains the style to use when writing about company policies.
    • Keep it organized; break up the guide by sections or subject matter.

What and how many Style Guides you create depends on the document type, project type, etc.

To help you begin, try to:

  • Go back and track down previous documents and see how they were written and see what format was used the most. Also, note down inconsistencies.
  • Create a chart to help you stay organized; use headers indicating various types of documentation versus the formatting and style used. Use this chart to give you an overview of what currently exists. Use it to also see where you can make the existing documentation more organized and efficient.
  • Have a meeting with managers, project leaders, developers, users and those that will be using the Style Guides. Inform them of the Style Guides you will be creating and present examples.
    • Communicate to them that each document created should have their own Style Guide.
    • If you already have a draft of each type of guide, have them examine each one and then give a quick synopsis and see if they approve or disapprove of them.
    • Show them the chart you created, point out the inconsistencies, and indicate how you came to the decisions you arrived at for creating better documentation.
    • Explain how a Style Guide would allow a writer to focus on the topic and would save time and energy, as the writer does not have to think about how to format or style a document.
    • You might face some opposition. They may want to keep some of the old formats and disagree with you. Listen to them, find out what they want and give them what they want. If you can, include what is desired, but indicate this as an exception.

This meeting is where you lay out all questions, uncertainties and reservations onto the table. This is the time to get all your answers. Also, if you have a pressing issue, ask it now. After the meeting, forward all attendees updated Style Guides to see if they meet with their approval.

Do not be discouraged. What will be in the company Style Guides will depend on the company and its culture.

If you have used Style Guides or created them, and would like to share some ideas for them, please leave a comment

Welcome to the Facilitation Blog!

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I’m Michael Wilkinson and I’m the host of this blog. You can read more about me next to my picture in the sidebar. This blog will be about various aspects of facilitation, and will focus especially on practical tips and tools in posts, including posts from guest writers. You can learn more about this blog by clicking on the About link just under the header.

  • Before using the blog, please take a few minutes now to read about the policies. Go to Policies under the header.
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  • Search for any topics you’re interested in. Use the Search boxes at the top of the header.
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Welcome!

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For more resources, see the Library topic Facilitation.

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Michael Wilkinson is the CEO and Managing Director of Leadership Strategies, Inc., “The Facilitation Company” and author of Amazon best-seller “The Secrets of Facilitation”, “The Secrets to Masterful Meetings”, and the brand new “The Executive Guide to Facilitating Strategy.” Leadership Strategies is a global leader in facilitation services, providing companies with dynamic professional facilitators who lead executive teams and task forces in areas like strategic planning, issue resolution, process improvement and others. They are also a leading provider of facilitation training in the United States.

Does It Have To Be So Hard?

Recently, an acquaintance who owns his own business installing industrial valves, remarked how difficult he thought the field of Project Management had become. “Why is there so much paper?” and “Why do the concepts have to be so hard?” (He does have a point, what with Earned Value Analysis…) He indicated that if it weren’t for these hard terms and all the trappings, he would take the time to learn a few concepts and run his projects better. So here goes a simplified version of Project Management, without ‘all the trappings’:

IN THE BEGINNING
Although our first impulse may be to start planning right away when to do what, don’t. Step back for a moment. Get an understanding from the person sponsoring and paying for the project about what they hope to accomplish. What’s the purpose? What’s the motivation for it? Why now? Hopefully there will be strong answers to this kind of analysis. A very few times in my career, after analyzing the business case, I have seen that the assumptions require an astounding amount of good luck. I have told the client so, at which time he has chosen to save his money.

THE TRIPLE CONSTRAINT
But hopefully the justification or business case does indeed pass muster. What then? You may have heard of the ‘triple constraint’ as applied to projects: it means reconciling a reasonable amount of scope, with a reasonable timeframe, for a reasonable cost. It is iterative, and we usually have to do a couple of laps discussing all three topics, until we have an agreed triple constraint. Who should be in this Scope-Time-Cost agreement? Ideally the project sponsor, the project performers, and those who will use the result of the project (a.k.a. users). Don’t forget to write it down and circulate it to these audiences. And any time the project starts diverging from the original agreement, discuss and agree a new triple constraint. Of course, there is other planning we could do in important areas, such as risk and communication. But today we are doing the pared down version, remember?

PROGRESS, PROGRESS
If a balanced triple constraint has been reached, we can start implementing the project. But we can’t just hope that, with a fair wind, the work will materialize in the timeframe we had hoped for. We have to actively track it. Yes, I know we are expending hours every week, but are we actually achieving what we agreed, when we agreed? If we are not, renegotiate once again a new triple constraint. And hopefully this one will not require as much fair wind.

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For more resources, see the Library topic Project Management.

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As a Consultant, Know When You’re Giving Away Too Much

Two-clients-listening-to-their-business-consultant-as-she-advices-them

Free Advice Too Often Backfires On You

During a recession when potential clients are more reluctant to pay consultants for services, it can be very enticing for consultants to do almost anything to win contracts, even to do a lot of free consulting — to give away what the consultants otherwise would be paid for.

For example, I recently had 3 phone calls with a potential client who was considering me to teach their employees how to facilitate strategic planning. I really wanted that work. So in each call, I tried hard to convince the potential client of why they should hire me. In each call I explained more detail about how the employees should facilitate. I even freely sent a book I had written on how to facilitate planning. A week ago, they told me they decided not to hire me, and would do the facilitator training themselves. I’m haunted by how much their decision was based on the free advice and materials I had given them.

New consultants far too often give away far too much. They’re trying to land those first few projects to get their consulting business started. Experienced consultants have learned that free advice too often convinces clients that your services aren’t worth that much or that they could merely do the project themselves. Free advice can also convince clients that, if they do contract with you, you shouldn’t be paid very much.

So how do you know when you’ve given away too much to the potential client?

Different Philosophies About Giving Away Value

Philosophy — Give It Away and It’ll Come Back to You

I’m a big believer in this philosophy, but only to a general audience. I’ve “donated” probably 3,000 hours over 15 years in providing one of the world’s largest collections of free resources for organizations at managementhelp.org. That Library has paid for itself many times over, especially by showing my strong expertise, resulting in clients hiring me. But those free resources were to a wide general audience. What do you give away to one potential client when they’re thinking about hiring you?

Philosophy – Give Free Consulting to Show Expertise, to Establish Credibility

Research shows that fear is a great motivator, but only for a short time. Free advice is the same. Some free advice in the first conversation with your potential client shows that you know what you’re talking about. The second time you offer it for free, you’re conveying you’re too eager to get the work – that you’ll continue to work for free or for a very low fee. It shows you’re an inexperienced consultant.

 

Philosophy — There’s No Free Lunch

Another philosophy is that the value of your services should not be given away, any more than you should work a job for free without getting paid. The basis for any successful consulting project is the exchange of fair value between the consultant and client. The consultant provides value in the form of advice or materials, and the client provides value back to the consultant (hopefully in the form of paid fees. If this exchange does not include equal value for both sides, the relationship will not continue. That premise has been verified for centuries and is the basis for capitalism.

It’s a favor, a benefit, to the potential client to know that the consultant’s help has value and should be paid for. It helps the client to appreciate and respect the consultant. It helps the client know the true costs in successfully operating his or her organization. It also avoids the client being hurt from the delusion that free help should always be readily available during a crisis. There is no ongoing entitlement.

Basic Guidelines to Quickly Gain Credibility, Get Projects – and Be Paid

First Clarify Desired Results

Actually, it’s best to work with the client — not at the client — to get him or her to describe what success looks like. Ask the client “What would be a successful project for you?” Is it decreased employee turnover, increased profit or successful operation of a technical system? What would that success look like to the client?

Then Explain the Nature of How You Work

For example, explain that, 1) during the project, you always ensure the client can solve those types of problems by themselves in the future; 2) always keep the client’s information confidential and 3) stay in constant communications with the client.

Then Suggest an Overall, Problem-Solving Framework

Briefly describe what has been a successful, overall approach for you in the past. Describe the overall steps or phases. Make it simple. Describe general guidelines, but not procedures. For example, if you were explaining to your child how to go to the store, you’d tell him what sign-posts to look for and how far between them. You wouldn’t tell him to put one foot in front of the other or the color of each house to go by.

Tell your client, for example, that: 1) you first clarify the problem’s cause from its symptoms; 2) you have several different approaches you can use (you might simply list them), 3) you implement the best approach and 4) verify that the approach worked.

Don’t describe the detail of how you do that work, for example, don’t explain, “Do this and then do that. If that doesn’t work, then do that instead. It’s easy.”

Don’t Ever Say “It’s Easy”

If it was so easy, then your potential client wouldn’t be calling you. “It’s easy” might make the client appreciate your consoling and assurance. However, it also might convince the client that you’re only needed for a few phone calls. Or it might convince the cash-poor client that you’re really not needed after all. It might convince the client that, if you are hired, you won’t be needed for long and that you certainly shouldn’t be paid much. (If the project later turned out to be harder than you thought, you would have hurt your credibility by having said earlier, “It’s easy.”)

Always Quickly Follow-Up With a Proposal and Contract

If you’ve followed the above guidelines, then a proposal (or Statement of Work) should be easy. It’s not uncommon that the focus and scope of projects change when implementing the projects. Project managers call it “project creep.” Rarely do clients want to pay more for the consultant’s additional work from the changes. So it’s important to be real clear in the first communications with clients. Proposals can do that. (One of the best ways to know what to say in a call with a potential client is to look at the content of proposals. See Proposals.)

The proposal is kind of a “stake in the ground” — a boundary that you’re declaring. If the client doesn’t start talking about the proposal then, then I know he/she really isn’t interested in contracting with me or doing a project, as much as he/she sees me as a friend or free resource.

So that’s when I really start ratcheting up my focus on formalizing a project, e.g., I’ll say something like “I’ve got some other “formalized” projects to attend to, but let’s turn this into a project for you, too, so I can really focus my attention on your situation. What do you think of the proposal I sent you?”

(I keep remembering that the time I’m giving away to a potential client is time I could be directing toward clients who are more likely to pay.)

Always have a contract, especially about the roles and ownership of the client and you. In today’s litigious society, clients often want to own what the consultant brings and develops for the project. Be clear about what you own. A simple search on the Web will give more suggestions about the content of proposals and contracts.

If You Really Want Your Services to Be Free, Then Say So

If you feel you really have to give away some value for free, here’s how to do it. Always say, “I’m going to give you some free advice here.” Help the client understand your services are very valuable and, if the client contracts with you, the client will be getting a highly valued asset — and that you respect the client and yourself enough to acknowledge that asset.

Also See

  1. First Set of Questions to Ask Your Potential Client
  2. Proposals
  3. Contracts
  4. How to Start a Consulting Business
  5. Consulting
  6. Organizational Development

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Carter McNamara, MBA, PhD – Authenticity Consulting, LLC – 800-971-2250
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