How to Design Action Learning to Enrich “One-Shot” Training

How to Design Action Learning to Enrich “One-Shot” Training

An article by guest blogger, Carter McNamara:

About Carter McNamara, MBA, PhD ~

Carter, of Authenticity Consulting, LLC, has helped organizations across the nation to design Action Learning programs.

Typically Mentioned Outcomes from Action Learning

The peer-based Action Learning process is known worldwide as a straightforward, yet powerful approach to personal, professional and organization development. Standard outcomes frequently mentioned from the process include skills in listening, consulting, facilitation, reflection, inquiry, problem solving and organization development. Particular outcomes from the process depend on the design of the Action Learning program and members’ selection of projects to work on in their sets.

I have learned over the years that trainers and employers also highly value Action Learning to enhance “one-shot” training sessions. Few other development are as effective in forming local learning communities to deepen and enrich training from these “one-shot” sessions. This article provides guidelines to design and facilitate these local learning communities to complement courses, workshops and seminars.

Increasing Use of Training and Development

Organizations invest in training like never before. There are numerous reasons for this increased priority on training. Recent advances in telecommunications have opened markets for businesses across the world. Key to success is effective recruiting and training of workers, particularly in the areas of marketing, sales and service. Technologies have become more important, yet more complex to understand and operate. One can hardly imagine a role in an organization where employees do not need to understand how to use a computer or have strong skills in customer service. Increased diversity and public consciousness have combined to cause an explosion of rules and regulations under which businesses must operate. Businesses must ensure that employees understand and work according to these rules and regulations.

Market research indicates that today’s adults strongly prefer lifelong learning in the form of workshops and seminars. There is an explosion of training centers geared to provide courses, seminars and workshops on topics ranging from basket-weaving to chaos theory.

Training Conducted as Ineffective “One-Shot” Sessions

Too often, employers, trainers and learners resort to “one-shot”, quick-fix training sessions. These are usually half- or full-day sessions in which an expert conveys information and materials needed to develop certain skills. While these sessions can be effective in conveying “programmed” information, they are not likely to actually develop skills in learners. Development of skills requires ongoing effective application of new information. One-shot training sessions hardly afford the time and ongoing guidance for effective skill development.

One-shot training sessions are difficult to evaluate as well. Trainers are constrained to hand out “reactionnaires” at the end of sessions. While this form of evaluation may be useful to gather learners’ reactions to the sessions, they are invalid means to assess and judge how well learners have mastered application of materials from the sessions.

Breakthroughs in Training Formats Are Slow to Come

Despite these problems with one-shot trainings, they remain the hallmark of development. Businesses leaders often prefer quick-fix workshops and seminars for busy employees. One-shot training sessions are far easier for trainers to schedule and carry out.

Businesses and trainers look in the wrong places to fix the problem with one-shot training sessions. They fine tune design of training materials. They provide more books and binders. They exhort learners to apply training materials after the sessions are over. They remind learners that there is no knowledge without practice. Still, learners books and binders collect dust on their shelves.

Breakthroughs are slow to come also because, too often, we assume developments are powerful only if they seem complex, novel or out of the mouths of our latest gurus. We believe the more expensive the model or training program, the more powerful it must be (this is the fallacy of “executive-level pricing”).

Perhaps the answer to increased effectiveness in training and development is not to be found in producing yet more models or holding more sessions? Perhaps the answer is much closer – and easier to apply – than we think.

Benefits of Action Learning to Enrich Training

There are many benefits to using the Action Learning process to form local learning communities to enrich “one-shot” trainings. For example:

  1. Communities are straightforward to integrate with training sessions and are easy to organize.
  2. In groups, members hold each other accountable to actually apply new materials from training sessions.
  3. Members share learning and other result from the sessions.
  4. Members support each other to take risks and learn.
  5. Communities are inexpensive to implement. Trainers can charge a nominal fee to members to recover costs of time and materials, or members can facilitate their own groups.
  6. Learners develop a network of peers who they can call for support and feedback.

Guidelines to Design Action Learning to Enrich “One-Shot” Trainings

Over the years, I’ve learned the following guidelines to optimize the Action Learning process in order to deepen and enrich learning from one-shot training sessions.

  1. All set members should be interested in learning the same topic or skill.
  2. Learners should value — or soon learn to value – self-directed learning and skills in reflection and inquiry. (I have my learners read the materials at https://staging.management.org/training/methods/formal-and-informal-methods.htm#directed )
  3. Consider providing the sets on a voluntary basis, that is, learners can join the sets if they choose. Obviously, this arrangement cannot be provided if membership is required to earn a course grade or other form of verification of learning. If the sets are not voluntary, be clear that they are mandatory.
  4. The number of meetings and location of meetings might be determined by the trainer. However, the sets should meet at least six times.
  5. Avoid having the sets scheduled at the end of a long day of lecturing, if possible. Consider starting the day with a short lecture, then a set meeting, then a lunch break, then a short lecture and then a set session.
  6. As means of verification of learning from the set (e.g., for grading purposes), consider naturalistic and unfolding means of verification, for example, learning journals, reflective essays and portfolios.
  7. I stay away from learning contracts. It’s not unusual to find that learners can gain a great deal from a set without ever having achieved the outcomes they promised in their contracts. Instead, I use Letters of Participation. These follow my belief that if members participate wholeheartedly in their set, then their necessary outcomes will follow.
  8. I have rarely found it worth the while to assess each learner’s learning style and design sets accordingly. If each member participates wholeheartedly in their set, they will certainly accomplish at least that 20% of effort that generates 80% of learning for the learner.
  9. Ensure that materials and information from the course, seminar, workshop, etc., are integrated with the set process, for example, have the seminar trainer mention the set and how members might use their time slots relative to the materials and information in the seminar. Ensure that the trainer knows about the sets and their use in the overall training program.
  10. Provide clear guidelines about what learners are to do in their sets as compared to what they are to do in their courses, seminars, workshops, etc. As to what members specifically do in their sets, read the next section.
  11. Conduct the standard opening and check-in for the set meeting. Have each member very briefly describe what they plan to work on in the meeting, how they are feeling today, etc. Then go into each member’s time slot.
    Design the meeting so each member gets at least 15 minutes for their time slot. (Although this time might seem small, learners often report that they learn the most while helping other members and during reflection between meetings.)
  12. During their time slots, each presenter should address the following questions:
    a) What were the top two to four learnings for them from the current training session?
    b) How they will apply this new learning before the next set meeting?
    c) What will that application look like? What would someone else see if they watched the learning applying the new learning?
    d) Do they need any help from fellow set members before the next set meeting, and if so, what kind of help?
  13. At the end of each session, each member:
    a) Verbally rates (out loud) the quality of the meeting from 1-5 with 1 representing a poor meeting,
    b) Explains why they gave the rating that they did, and
    c) What they could have done in the meeting to help the meeting get a higher rating.

Summary

I have used Action Learning to enrich one-shot trainings for well over a decade now. This application of Action Learning has fast become one of my major consulting services. I firmly believe that the biggest obstacle to the use of local learning communities around one-shot training is the limited mindset of the trainer. I encourage readers to experiment with their own designs and share their learnings with us, as well.

For more resources about training, see the Training library.

The Free Management Library is at www.managementhelp.org on the Web. Carter can be reached at carter@authenticityconsulting.com and his business is described at www.authenticityconsulting.com on the Web.

Mobile Fundraising: Practical Advice

A person raising funds with a smartphone

After some $40 million was raised in $10 gifts through cell phones for the Haiti earthquake response in January, 2010, every nonprofit had dreams of cell phones as mobile donation machines. Even for the Red Cross, those dreams seem to have evaporated.

However, mobile use among Americans has increased dramatically. It’s probably true that among the most passionate, most connected, most generous and successful Americans, smartphone use is even more ubiquitous. What are the implications for nonprofits, most of whom haven’t mastered the internet yet? Here are some thoughts gathered at the Direct Marketing Association’s recent Mobile Marketing Day:

  • Text-to-give is NOT a significant part of fundraising.
  • Most smartphone users view much of their email on their phones, so make sure your email messages will render nicely on Apple and Android devices.
  • Every page on your website should be optimized for mobile browsers; otherwise, if donors click once and get garbage, they’re not likely to click again from their cell phones.
  • Mobile is ideal for getting special event attendees to connect with you in a way that will let you continue the conversation after the event.
  • QR codes let mobile users connect with you after seeing something in print, either at an event, in a publication, or on outdoor or transit media, even your direct mail letter.
  • Ask for mobile numbers (but don’t require it) on your donation form and newsletter signup form. If you can associate numbers with donors, you can track the impact of mobile communications, and you can reach out to donors via phone when their mail and email start bouncing.
  • Mobile users can give via their credit cards on a mobile-optimized donation form. Those gifts tend to be as much as 30% smaller than web page gifts sent from a laptop or desktop computer (but that means they’re 70% larger than the gift you wouldn’t get without such a page)
  • One organization indicated that up to ten percent of cell phone area codes do not match up with the supporter’s zip code, meaning that many people keep their old cell number even when they move.
  • If you believe in the future of mobile communications, get your own short code — the 5-digit numbers to which you can send a text message instead of having to enter a full 10-digit phone number. Don’t settle for a shared short code.
  • Apps are expensive and generally not productive unless you have killer content (think National Geographic).

Since the future of mobile is growing, it pays to recognize its potential for your organization, choose one area where you think mobile can be effective for your organization and get started. Your learning curve can match up with the growth of this channel.

More questions about mobile fundraising? Send me an email!

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Rick Christ has been helping nonprofit organizations use the internet for fundraising, communications and advocacy since 2009, and has been a frequent writer on the subject. He delights in your questions and arguments. Please contact him at: RChrist@Amergent.com or at his LinkedIn Page

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The “Do Nothing” Method of Productivity

An employer sitting idle on her desk

Squeezing Water from a Rock

Ask and ye shall receive. I wanted to work with the brightest, most engaged, forward-thinking and forward-acting entrepreneurs and business leaders out there…. and that’s exactly the clients I have in my practice. Hallelujah!

Turns out that my client niche has an unexpected hitch…. The best and brightest also tend to be the people who create more work than there are hours in the day, which means they have less time and energy to embrace the potential-increasing work style and lifestyle changes they’ve hired me to support them in making.

Like squeezing water from a rock, the best and brightest often search for the organizational system, practice management method or refinement in daily scheduling that will help them efficiently condense their current work flow in hopes of fitting in one more item on their long list of things “to do.”

But what if “more” only means more overwhelm, more fatigue, and more angst, not more energy, productivity, and/or enjoyment?

Lessons from a Japanese Farmer

There is a farmer in Japan named Masanobu Fukuoka whose farm has some of the highest yields in the country, yet requires only minimal labor on his part. He has termed his method “do nothing” farming, a method that he has developed and refined by observing and mimicking nature’s own self-fertilizing and self-cultivating cycles (read more in his book, One Straw Revolution).

“‘It took me thirty years to develop such simplicity,’ says Fukuoka. Instead of working harder, he whittled away unnecessary agriculture practice one by one, asking what he could stop doing rather than what he could do. Forsaking reliance on human cleverness, he joined in alliance with nature’s wisdom.” 1 Mimic nature’s time-tested system for productivity and sustainability? Pure genius.

Start by observing your own work habits and beliefs. Maybe it’s time to stop trying to out-think yourself and instead to mimic nature’s own wisdom. Every place you observe wasted action, or systems consistently out of equilibrium, become aware — can you shift to a more value-producing action, habit or system? OR Eliminate that action, habit or system all together?

One Less Thing

Think through your day today. Has every single meeting/report/email/interaction produced value towards the success of your business or your team, increased your engagement in the outcome, and your enjoyment of the process?

What would happen if you decided to eliminate one value-draining (and time robbing) action or engagement each day?

Value-producing action can’t exist simultaneously with waste-producing action. Imagine the time and energy you will free up as you whittle away habitual, but wasteful, projects/interactions/engagements/meetings and shift your focus to consciously cultivating only intentional and value-producing action.

Five minutes a day here, 10 minutes there… whoa! Looks like you just freed up an extra hour to repay that piggy-bank of potential you posses within you.

1 Benyus, Janine M. Biomimicry (p. 37). New York, HaperCollins Publishing, 2002.

H is for Heart and Head, Humor and Honesty

Having an handshake after a nice meeting

As you know, we continue our alphabetical count-down of communication attributes and skills. Today we focus on some key words for the letter H.

H is for…

Heart. When we focus on just the facts, we are missing such a critical element; the heart. Great speakers speak from their hearts. They have an attitude of caring about the content and the audience. They have a personal connection that can only come from caring. Keep asking yourself; why am I speaking rather than just sending the information in an email? What difference can I make? Why do I care, and why should the audience?

Head. The logical side must also matter. You may choose to use statistics, examples or testimony, but in each case select your facts carefully, quote them accurately, and spell out the “so what” of each piece of evidence. Don’t make the assumption that facts or statistics will automatically create the connections you are trying to make. And don’t rely only on facts and statistics, but balance them with heart or emotion. This is why stories and case studies are so compelling; they can blend fact and feeling.

Humor. The great speakers can find humor in nearly any situation, and they know how to use it deftly. If you can make your audience laugh in the first two minutes, you will probably “have them” throughout your presentation, no matter how serious the material. How to do this? Play with words, exaggerate slightly, laugh at yourself (gently,) tell a story or anecdote that gets a laugh but makes a point relating to the content. Watch how subtly and simply great speakers get a chuckle that brings the whole room together. And then practice ways you can do it that are authentic and comfortable for you.

Honesty. Remember how your children howled when they received a shot from the nice doctor? I think the howl was indignation as much as or more than pain. “You didn’t tell me this was going to hurt!” they seem to be saying. You can’t beat honesty. Your audience will probably sense that they aren’t hearing the truth. And they will resent you once they know the truth. You can try to sugar-coat it all you want. And you can downplay it if you dare. But speaking straight is probably going to be more successful in building trust in the long run. Yes, “This is going to hurt a little, but the outcome will be worth a bit of pain now.”

Are you speaking with Heart and Head, Humor and Honesty? If yes, let us know how this is working for you, and if not, start today. Yes, this is going to take some effort, but the results will likely be well worth your time.

Tips on How to Conduct Interviews for Program Evaluation (part 1)

A person sitting with an interviewer during a session

Interviews are a way to collect useful data for program evaluation. They provide qualitative data, which is more text-based–for example: quotes, stories, descriptions– versus the quantitative or numbers-based data that written surveys (also known as questionnaires) provide. I recently interviewed people for a program evaluation and gained a new and fresh appreciation for the following tips:

Tip #1: Decide beforehand whether interviews are the most effective and efficient way of collecting the data you need.

Weigh the pros and cons of interviews:

Pros of interviews:

Interviews may:

  • Provide opportunities to probe for information that you may not otherwise think to ask for in a written questionnaire.
  • Give you information and stories that people may not otherwise share in a written survey.
  • Help you build rapport with interviewees and help identify stakeholders who really care about the program and may want to get further involved in the evaluation. Involving stakeholders is key to a successful evaluation. (see my previous post on the CDC program evaluation model.)
  • Help explain trends in quantitative data, explaining questions such as “why” and “how.” They can give you a good idea of how programs work and can help you generate a program description that is critical for every evaluation. Interviews can provide rich data that paint a picturesque portrait of your program.
  • Have potential to facilitate the expression of opinions and feelings in the interviewees’ unique “voices.” They are a rich source of quotes for future grant proposals.
  • Phone interviews are less expensive than in-person interviews.

Cons of interviews

  • More resource-intensive: it is time consuming to conduct and participate in interviews, to transcribe them and to analyze data.
  • Requires interviewers to be trained (again more resource-intensive—think training time, planning and designing training materials and presentations)
  • Interviewers need to be articulate and to be able to think quickly “on their feet” and simultaneously think ahead to decide on the next question they need to ask, listen and take notes at the same time1.
  • Usually smaller samples are used: so the representativeness of your data is much more limited. For example, your data only represents those 14 people interviewed versus representing 140 surveyed or possibly being able to infer results to a larger population when using a questionnaire.

In the end, if you decide that you really need the type of data that interviews provide, interviews can be really worth the extra time and effort!

Tip #2: Carefully design and follow an interview script even if you are the only interviewer, and train interviewers. Make sure the script and the training facilitate the following practices among interviewers:

  1. upholding ethical standards of behavior,
  2. building rapport and
  3. safeguarding the quality of data. Selected examples:

Adhere to ethical procedures such as informed consent

It can be so tempting to improvise, thinking that this will make the questions sound less rehearsed. But this makes it really easy to forget important steps like informing participants of the purpose of the interviews and asking them whether they are interested in participating in the interview (informed consent). Inform participants of potential risks and benefits of participating in the evaluation. This is especially important when collecting highly confidential health-related data.

Some participants may give you reasons for why they cannot participate in the interviews. This is where the interviewer has to first carefully discern whether the interviewee is actually interested in participating. Do not assume that everyone has the time or interest in participating. The interviewer has to then strike the careful balance between addressing any barriers that would prevent an interested interviewee from participating versus maintaining a high standard of professional ethics by being respectful of the individual’s decision not to participate and being careful about statements that may be misperceived as pressuring or coercing participant.

Do not use leading questions

Do not use leading questions, that is, questions or statements that can unconsciously influence the interviewees to give certain answers. Example of a leading question: “What are the some of the challenges program participants face in getting to classes?” Versus “Do participants face challenges in getting to classes?”

Avoid double-barreled questions

Be extra vigilant to avoid double-barreled questions, these can easily creep in especially while spontaneously asking probing questions. Example of a double barreled question: “Do you either send cards or call your program participants?” Answer: “Yes.” The problem is that these questions don’t help you figure out which of the two options is used.

Consider hiring a professional

Since there may be other considerations that go into upholding ethical conduct, building rapport, and safeguarding data quality, when doing a do-it-yourself evaluation, one option may be to collaborate with a professional evaluator to design the interview script and to train your interviewers.

1Earl Babbie. (2001). The Practice of Social Research, 9th edition. Wadsworth/Thomson Learning

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For more resources, see our Library topic Nonprofit Capacity Building.

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Priya Small has extensive experience in collaborative evaluation planning, instrument design, data collection, grant writing and facilitation. Contact her at priyasusansmall@gmail.com. Visit her website at http://www.priyasmall.wordpress.com. See her profile at http://www.linkedin.com/in/priyasmall/

Taxes and Tithing

A business person using his laptop to pay for tax

It’s that time of year again – Tax season. Funny how tax time is also the time of planting and tending to gardens. I am reminded of the quote of Jesus, “Give unto Caesar what is Caesar’s and give unto God what is God’s”. What are you planting or tending through your taxes and tithing?

Taxes are an investment in civic infrastructure so that we can have roads, drinking water, schools, parks, fire and rescue etc. Taxes can be viewed as tending to the garden of democracy and social well-being.

Tithing is an investment in your spiritual well-being. Perhaps you give money to charity to reduce your taxes, but hopefully you also contribute to charities to support the tender fabric of your community and planet.

Taxes and tithing contribute to your physical world and your spiritual world. They build a life of balance between the mortal human world and the Divine Oneness within and throughout all life.

Invest in your Spiritual Well-being

Do you invest your time, energy, or money for your personal spiritual development?

I spent a weekend at Yogaville recently. We were able to rest, meditate, walk in the woods, do yoga, and eat healthy food. What a great combo for me to renew myself and connect deeper with nature and global consciousness.

My investment of time and money paid off in spades. When I returned home I received an emotionally challenging email from someone close to me. I could have easily been angry or offended by the email. Yet I felt very calm and heart-centered from the weekend. I was able to respond in love and compassion instead. I know my response was more loving and kind due to my meditation retreat.

Are you willing to invest in yourself to support your own growth and well-being? In so doing, you’ll be investing in the well-being of those around you.

May you find peace as you pay taxes, water your garden, help your neighbor, support your community, and invest in your spiritual home.

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

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“Philanthropy,” An Often Misused Term

philanthropist discussing business fundraising

I have a BIG problem with the word/concept of “philanthropy” as it is often misused in the nonprofit/fundraising world.

Too often, people in the nonprofit sector equate the terms fundraising, development, charity and contributions with the concept of philanthropy. They are not synonymous.

Philanthropy, in its literal definition, refers to “love of mankind/humankind. In the broad context of fundraising, it relates to giving that is motivated (primarily) by the desire to help others.

In last Tuesday’s posting, “When I Forgot the Meaning of Philanthropy,” Tony Poderis related a good example of where real philanthropy comes from – that some people’s “desperate need to receive was the perfect balance for [his] need to give.” Truly, in the end, his was an example of philanthropy, of his desire/need to help others.

The thing is, and my focus here is on the definition and use of the word “philanthropy,” not everyone gives for philanthropic reasons. For the most part, people aren’t giving out of their love of humankind. That doesn’t mean that people are not giving to help other people, it just means that many are giving to (primarily) satisfy their own needs.

“People give because giving (in some way) makes them feel good.” I can’t imagine a person making a gift and not getting some good feeling from the act.

Whether a donation is made because the donor wants to be (or feel as if) s/he is part of a particular group, because s/he was brought up to believe that you’re supposed to give, because it looks good to the community, because the solicitor is someone that s/he cannot refuse (for whatever reason), to get one’s name on a donor list or a plaque, or for whatever other reason a person might have for giving, not every gift is philanthropically motivated.

Indeed, giving tends to be an activity/action that makes the donor feel good. Even s/he who gives grudgingly, in the end … and for whatever reason, feels good about giving.

My point, with this exercise, is to emphasize for folks at nonprofit organizations that if you want people to give you their money, you must know/understand what motivates your potential donor.

That a nonprofit does wonderful things and helps lots of people may not be the reason that every current and former donor has made their gift, and it may not be the reason that they and others give in the future.

For those who give to causes/organizations like yours for philanthropic reasons, an appeal on that basis is usually sufficient. For those who are motivated by other reasons, you need to appeal to them based on what will make them want to give … and that may not have anything to do with how wonderful your organization might be.

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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 Hank@Major-Capital-Giving.com

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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.

Try this HR Experiment

person-working-with-his-cell-phone

During the past twenty years, the landscape of communication has changed. It seems that everyone has a cell phone and a portable internet-enabled device. These devices have been great business tools that have allowed us to get answers quicker and keep informed of important events and news. They have also facilitated the globalization of business and helped us keep track of kids. There are many positive things that have resulted in development of these products.

However, It also seems that it is difficult for many people to go one minute disconnected from their network of friends and colleagues. I witness this in every place from the board room to the church pew. And in this world where we can be reached anywhere via phone, or text, or email we can actually work longer hours and spend more time attending to the needs of our business. But in doing so, are we actually doing what is best for the business?

Having the ability to talk to anyone at almost any time from anywhere gives us little time to think and reflect. In addition to taking this time away from us, technology has hampered natural succession planning in organizations. Before some of these constant communication devices were available, leaders took time to choose someone else to “be in charge” while they were out of the office. Their made their choices wisely and based on skill. They took time to develop them to make good decisions and handle a number of issues so that the business would run well in their absence.

Upon their return, they were able to quickly identify the employee’s strengths and further opportunities for development because the employee was given an opportunity to do the job without restraints. They were forced to make the decisions and handle whatever came up. There is no better learning for adults than that experience. However, today we spend thousands of dollars on trying to create perfect simulations so that employees can learn how to handle real scenarios. We also complain that we have a talent shortage. I would guess there are many worries in organizations today about what they will do if x employee leaves.

My advice, let x employee take a vacation without his blackberry and see what happens. Remember the best way to learn is experience.

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 available to help you with your Human Resources and Training needs on a contract basis. For more information send an email to smazurek0615@gmail.com or visit www.sherimazurek.com. Follow me on twitter @Sherimaz

You Know What You’re Talking About…Right?

Convince the audience that you’re right

Wimpy words modify or water down your conviction and in the end your position. When you pepper a conversation with “hopefully,” “perhaps,” “I feel,” “kind of” and “sort of,” the message you convey is a lack of confidence. Use power words such as “I’m confident that,” “my track record shows,” “I take the position that,” “I recommend” or “my goal is.” The language you use gives the listener an impression about your level of confidence and conviction.

We’ve all made this mistake at some point. Whether through nerves or a slip of the tongue, we end up taking our formerly solid point and watering it down to the point of irrelevance. This quote, from a Monster.com article by Diane Diresta, is directed at job seekers, but actually serves extremely well for any avenue of public speaking (or writing, for that matter). Whether your goal is to convince a room full of school kids or an auditorium packed with reporters, projecting confidence and a deep belief in what you are saying is critical to making a convincing and believable point.

This concept – and the others Diresta lists in her article — are essential to the type of communication often associated with effective crisis management.

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For more resources, see the Free Management Library topic: Crisis Management
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[Jonathan Bernstein is president of Bernstein Crisis Management, Inc. , an international crisis management consultancy, and author of Manager’s Guide to Crisis Management and Keeping the Wolves at Bay – Media Training. Erik Bernstein is Social Media Manager for the firm, and also editor of its newsletter, Crisis Manager]

How to align independent operations? – a dilemma

Woman working with her laptop in a workplace

Kate is a director on the board of a large national not-for-profit company. The board is comprised of well-intentioned and conscientious professionals who bring diverse viewpoints and bountiful energy to their board discussions. None of them are qualified in governance or have experience on other boards but all take their responsibilities seriously and strive to meet or exceed the governance guidelines for best practice that are published by their national regulator.

The company has several branches that operate in in distinct geographic regions across several state government boundaries. Labour laws are state-based rather than national and, when attempting to develop a corporate HR and remuneration policy, the board discovered that different branches have different employment practices and wildly different remuneration structures. Branch managers are quite independent and resist any moves that would align operations nationally with the argument that they must be free to respond to local needs.

Nationally the OH&S laws are being revised to bring the state laws into harmony and Kate’s board would like to use this fact to develop some consistency in their HR practices. Kate has been delegated the task of making this happen but doesn’t know where to start. She is aware that, as of now, the national directors could be held personally liable if the OH&S laws are breeched in any of the branches.

What should Kate do?


Many readers of this blog will be familiar with my newsletter The Director’s Dilemma. This newsletter features a real life case study with expert responses containing advice for the protagonist. Many readers of this blog are practicing experts and have valuable advice to offer so, for the first time, we are posting an unpublished case study and inviting YOU to respond.

If you would like to publish your advice on this topic in a global company directors’ newsletter please respond to the dilemma above with approximately 250 words of advice for Kate. Back issues of the newsletter are available at http://www.mclellan.com.au/newsletter.html where you can check out the format and quality.

The newsletters will be compiled into a book. If your advice relates to a legal jurisdiction, the readers will be sophisticated enough to extract the underlying principles and seek detailed legal advice in their own jurisdiction. The first volume of newsletters is published and available at http://www.amazon.com/Dilemmas-Practical-Studies-Company-Directors/dp/1449921965/ref=sr_1_1?ie=UTF8&qid=1321912637&sr=8-1

What would you advise?

Julie Garland-McLellan has been internationally acclaimed as a leading expert on board governance. See her website atwww.mclellan.com.au or visit her author page athttp://www.amazon.com/Julie-Garland-McLellan/e/B003A3KPUO