Educating the Jury Pool

Someone educating jury members

Which of the following statements about a jury, civil or criminal, are true?

  1. Prospective jury members never lie regarding their advance bias about a case.
  2. Jury members are always truly “peers” of the defendant.
  3. Jury members never talk about a case outside of jury deliberations, or read and watch TV about a case when sequestered, once directed not to do so by a judge.

If your answer is “none of the above,” you begin to appreciate the potential value of crisis/issues management for the purpose of educating a jury pool. Now, I am aware, though not an attorney, that members of the bar are not allowed to influence a jury. Ed Novak, a partner at the Phoenix-based law firm, Polsinelli Shugart, bridges the gap between influencing and educating.

“While it is unethical to attempt to influence prospective jurors, there is nothing unethical or unprofessional about having an accurate picture of your client presented to the media and other audiences,” said Novak.

A jury consultant is typically not called in until there is some high certainty that a case will, in fact, go to trial. By then, if the case in question has been highly visible in the press, it may well be too late to educate a jury pool “contaminated” by the media’s interpretation of events.

Any honest reporter (yes, there are honest reporters who might even acknowledge there are honest attorneys) will admit that he or she brings a natural bias and an institutional editorial perspective to a story. Journalists will do their best, in that context, to report in a “balanced manner,” with the exception of columnists, who are often free to say pretty much what they please and not worry about “balance.” These media representatives are a gateway through which both plaintiff/prosecutor and defendant can communicate not only to the publics thought of most often – business contacts, community VIPs, etc. – but also to potential jury members. It is the responsibility of counsel, with expert assistance as necessary, to direct media relations that can shift the balance of coverage.

“If we say something to the media, we realize we may be talking to future jury members as well, and if we don’t say something, we’re telling those jury members ‘we don’t care enough about you to keep you informed.’ When we get to court, they’ll remember that,” said Novak.

And, he notes, his firm has realized that the same analysis done by crisis management professionals to anticipate multi-audience response to various public relations tactics also helps them anticipate jury response.

“I’ve had a crisis consultant sit in on practice sessions for depositions, resulting in a change in the client’s choice of words,” he said. In that circumstance, the crisis consultant was actually hired as a jury consultant under the law firm’s umbrella of confidentiality.

What tactics can be used for this public education process? They include, but are not limited to:

  • The use of spokespersons trained to deliver key messages to the media and other audiences.
  • Educating employees of defendant or plaintiff’s companies about what to say or not to say about the situation at hand when they’re back home, out in the community which will eventually be the source of jurors.
  • Advertorials — buying print space or broadcast time in which one puts news-like stories about your client organization that are designed to help balance any misinformation which may already be in the public eye. This tactic is usually only employed if the media has consistently mis-reported the facts.
  • Launching blogs and websites.

The battle for the hearts, minds and votes of jury members does not begin in the courtroom. In my experience, advance communication begins immediately after a legal situation hits the media. It can work together with legal tactics to (a) preclude a case ever going to trial (assuming that’s a desired outcome for either side of the issue) or (b) affect public perception sufficiently to enhance either side’s chance of a favorable outcome in court.

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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. and author of Keeping the Wolves at Bay – Media Training.]

Reasons for the spirituality in the workplace movement

Stack of stones outdoors

There are many reasons that contribute to this movement around spirit in the workplace. Here are a few reasons I’ve found on why it began.

Employees want more from their organizations and organizations demand more from their employees. With all the corporate downsizing and restructuring, employees who are left tend to work longer hours. As a result, they want to bring more of their outside self to work. As organizations continue to struggle to find and keep talented employees, they need to offer more than just “a job.” Employees yearn to feel part of a mission, to add value and to contribute in a meaningful way.

Previous movements in the 1980’s and 1990’s such as the new age, work/life balance, simplicity and others have paved the way for this one as well as newer ones like the green movement.

Different generations are contributing to it as well. The majority of the population, 78 million baby boomers, are reaching mid-life and looking at spiritual issues such as: What is my legacy? What is my purpose? What is really important to me? Generation Xers are driven toward a what’s-in-it-for-me mentality and are willing to make organizational changes to meet those needs for work-life balance. Generation Y is the other dominate generation with 76 million. This value-based, team-focused generation is influencing the workplace in many positive ways, one being wanting flexible workplaces that provide meaning and growth opportunities.

In general it is also a reflective time in society as we experienced the first decade of the millennium. As we are living this momentous time in history, society as a whole is reflecting on matters related to spirituality, ethics and humanity.

Why do you think the spirituality in the workplace movement began?

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

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Leadership Competencies for the Common Good

An executive director talking with a leadership coach

Reason’s whole pleasure, all the joys of sense,
Lie in three words — health, peace, and competence.

~ Alexander Pope

Alexander Pope penned those lines of iambic pentameter in the first half of the 1700s. But I wouldn’t be surprised if I heard them from a stressed-out 21st century nonprofit executive director. Imagine the conversation.

An Executive Director, on the verge of burn-out, talks to her leadership coach:

Nonprofit ED: (stress evident in her voice) I still care about the mission. I want to move this organization forward. But I can’t see the big picture. Everyone wants something from me. The budget’s a mess. We’ve set some tough goals and I’m feeling overwhelmed. Like I’m just not up to it.

Coach: What do you need?

Client: I want to enjoy my work again. I want be able to make choices with all my senses intact. It’s pretty simple, really. I need health, peace, and competence.

Leadership Competence in Civic Life

In Tuesday’s blog post, Steve Wolinski wrote, “The primary benefit of competencies is that they provide an easily shared and understood view of leadership that can be used in a wide variety of ways to build human capital and drive business outcomes.”

This morning, I’ll share a set of four competencies, developed by the Kansas Leadership Center, to help individuals exercise leadership in civic life. For two years, I’ve been using these competencies in coaching conversations with clients in Kansas and across the country. We find them useful in guiding the answers to two common questions about leadership:

  1. What can I do to focus my efforts?
  2. What should I pay attention to in order to make progress on the issues I care about?

Civic Leadership Competencies (courtesy of Kansas Leadership Center)

DIAGNOSE SITUATION

  • Explore adaptive and systemic interpretations
  • Distinguish the technical and adaptive elements
  • Distinguish the process challenges from the content challenges
  • Test multiple interpretations
  • Read the temperature in system
  • Identify the locus of the work

ENERGIZE OTHERS

  • Engage unusual voices
  • Work across factions
  • Start where they are
  • Speak to loss
  • Infuse the work with purpose
  • Build a trustworthy process
  • Discover connecting interests

MANAGE SELF

  • Identify you capabilities, vulnerabilities and triggers
  • Figure out how others perceive your role in the system
  • Distinguish self from role
  • Choose among competing values
  • Increase tolerance for uncertainty, ambiguity and conflict
  • Experiment beyond your comfort zone

INTERVENE SKILLFULLY

  • Make conscious choices
  • Raise the heat
  • Give the work back
  • Hold relentlessly to purpose
  • Speak from the heart
  • Act experimentally

What do you think? What interests you? Any thing you want to experiment with? What competencies or sub-points do you want to hear more about?

Is the “Social” In Social Enterprise Redundant?

An office space with workers sitting at their desk

Do we still need a “social” enterprise sector? Many businesses have “social impact” at least with their customers. And these customers around the world are demanding greater accountability and environmental sensitivity.

Here’s what a reader to this blog wrote last week. “The underlying distinction made between social and business enterprise is thin,” noted Ashim Kumar Chatterjee. “All businesses have to serve some social need to be able to last. I would be inclined to believe that there is a direct relationship between the business of a business enterprise and social needs. So long as the deliverables of the business remain socially relevant, the business will survive and sustain itself. The entire gamut of eco-friendly products and technologies are a case in point.”

Several people who work in the business sector made similar points to me last week at the SEA Summit + World Forum in San Francisco. These are folks who share the goals of the social enterprise movement but don’t use that term in their work. For at least some of their investors and customers, “social” comes across as uncompetitive, higher priced, inefficient.

So should we call the whole thing off?

I don’t think so. We have a long ways to go before all or even most businesses incorporate public impact into their business decisions. Think BP. And the nonprofit sector has just as long an entrepreneurial row to hoe to have social impact given the challenging philanthropic realities of the 21st Century. I think social enterprise is still a powerful term that helps organize our thinking (and ourselves) as we set out to “harness the power of the marketplace to solve critical social or environmental problems.”

What do you think?

Leadership Competencies

Paper boats illustrating the concept of good leadership

Introduction to Leadership Competencies

It is clear that competencies have become a dominant method for the selecting, developing, and directing the efforts of leaders in organizations. My current definition of competencies is that they are the qualities most strongly associated with advanced levels of leadership and desired outcomes in an organization. The following is an example of a competency I created for manager level leaders:

Maximize Relationships: The manager develops solid relationships and models the importance of working together in a collaborative manner. He/she works to remove unhelpful boundaries and promote collaboration between teams and business units. Strives to include and incorporate the ideas of others into decisions, tasks, and projects. He/she is willing and able to address and resolve conflict between and with others. Is sensitive to individual differences and respects the work styles of others. He/she stays aware of technological trends, his/her role in communicating with team members, and seeks ways to harness these activities to improve cooperation.

It is not uncommon for organizations to have different competencies for different levels of leadership (e.g. manager, functional leader, senior leader). It is more common for competencies to remain the same at different leadership levels, but the descriptions – also known as behavioral anchors — will vary based on the level of leadership. It is also not unusual to see individual competencies divided into segments designed to indicate the level of proficiency a person demonstrates within a specific area. For example, does an individual demonstrate underdeveloped, average, or advanced capacity in a particular competency.

Leadership Competency Models

The use of competencies is typically accomplished by the design of a competency model that is considered unique to the culture of an organization and aligned with the organization’s business goals and strategy. These models normally typically segment the individual competencies into type-alike groups and consist of a list of competencies with the corresponding descriptions or behavior anchors. Research suggests that the optimum number of competencies in a model, from a validity and reliability standpoint, is between six and ten. The following are a couple of models that have been used by some well-known organizations. I have not included the behavioral anchors in these models as it would make for a really long blog. IBM’s COMPETENCY MODEL

CATEGORY ONE: FOCUS TO WIN

  • Customer Insight
  • Breakthrough Thinking
  • Drive to Achieve

CATEGORY TWO: MOBILIZE TO EXECUTE

  • Team Leadership
  • Straight Talk
  • Teamwork
  • Decisiveness

CATEGORY THREE: SUSTAIN MOMENTUM

  • Building Organizational Capability
  • Coaching
  • Personal Dedication

CATEGORY FOUR: THE CORE

  • Passion for the Business

3M’S COMPETENCY MODEL

FUNDAMENTAL LEADERSHIP COMPETENCIES Fundamental competencies are those which an individual may possess at the time of hire, but which will develop further as the individual progresses through successive management positions.

  • Ethics and Integrity
  • Intellectual Capacity
  • Maturity and Judgment

ESSENTIAL LEADERSHIP COMPETENCIES: Essential competencies are those that the individual will develop as he becomes responsible for a functional unit or department.

  • Customer Orientation
  • Developing People
  • Inspiring Others
  • Business Health/Results

VISIONARY LEADERSHIP COMPETENCIES: Visionary competencies are those which leaders must possess to assume increased levels of responsibility.

  • Global Perspective
  • Vision and Strategy
  • Nurturing Innovation
  • Building Alliances
  • Organizational Agility

Origins of Leadership Competencies

It can be argued that the concept of competencies traces back to the 1970s. Concern developed at that time about the widespread use of intelligence and related aptitude tests in the workplace. The concern was that these instruments were too far removed from actual leadership practices and business outcomes. The idea took shape that knowledge, skills, abilities, and traits were a more useful and accurate method for measuring leadership abilities. The popularity of competencies gained considerable momentum in the United States in the early 1990s, in large part due to the accelerated pace and complexity of change taking place in many industries and organizations. The notion that leadership roles were a static set of behaviors and responsibilities was challenged by the idea that these roles should in fact be defined in more general terms, thus allowing leaders greater flexibility in roles.

Benefits of Leadership Competencies

The primary benefit of competencies is that they provide an easily shared and understood view of leadership that can be used in a wide variety of ways to build human capital and drive business outcomes. For instance, competencies can provide a unifying framework in such areas as recruitment and selection, leadership development, and performance reviews. In order for competencies to have maximum positive impact it is important that they are designed, introduced, and implemented in a manner that assures widespread support in the organization. It can be a powerful tool for growth and development when a set of competencies is embraced and incorporated into the dominant narratives of the organization.

Critiques of Leadership Competencies

One of the concerns is that the identification of competencies and competency models can be costly in terms of time and money. Some people believe that, when it is all said and done, selection and promotional decisions are rarely made based on competencies, and that it is a waste of time and money to develop and maintain. There is also concern with the efforts of some “experts” to try and arrive at a universal list of competencies – which would then be applied generically without an eye to culture and desired outcomes. Finally, there is some concern that competencies contribute to a culture that overly focuses on the deficits in its leaders rather than identifying and leveraging strengths. It is my opinion that these criticisms and concerns are far outweighed if competencies are designed, deployed, and utilized appropriately.

Do you agree? Do you think too much attention is given to competencies versus such areas as strengths or employee engagement? What are your thoughts, comments, questions about leadership competencies?

Bloomberg TV interview re Goldman Sachs

Men holding a camera for a TV interview

Last Friday I was interviewed for almost five minutes on Bloomberg TV regarding crisis management and the Goldman Sachs debacle, with about 20 seconds at the end of the interview regarding the BP oil spill in the Gulf.

Funny thing at the interview itself — you probably can’t tell that, in this high-tech TV studio, I was standing…on a box. Seems that they had just installed a new remote camera (no cameraman — just a robot camera mounted on a pole) and it wasn’t set for the right height, nor could they fix it quickly. The engineer on site was quite embarrassed, but I was assured that would be fixed when I next returned. 🙂

[youtube]http://www.youtube.com/watch?v=wQeU9unToNs[/youtube]

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For more resources, see the Free Management Library topic: Crisis Management
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What is a Well-lived Life?

Man wearing a grey shirt standing on a rock with arms outstretched

I taught an Ethical Leadership class at Virginia Tech and posed a question to my students the first day of class- “What is a well lived life for you?” It is worth considering. People have various answers for this, but most talk about having good relationships with family and friends, leaving a legacy of something done well, or making a difference in someone’s life.

In my class of senior management majors, very few said making a lot of money was a primary determinate of living a well-lived life. Not that they didn’t want work that was challenging, meaningful or successful. It’s just that money wasn’t their driving force. Maybe this says something about those in an ethical leadership class or that in the end most people won’t look back on their life and rate the quality of their life by how much money they made.

When I later heard the news of former Texas governor Ann Richards’s death, I reflected on a graduation speech I heard her give at the University of Texas back in the 1980’s. She was a powerful and delightful speaker to hear. One point that I most remember from her speech is that she told the graduating class to have a life and not worry so much about having a career. She said- “No one ever laid on their deathbed wishing they spent more hours at the office”.

So true her words are, yet how many of us get caught up in taking care of all the details of our work that we forget to live, or maybe more precisely, we forget what’s really important to our life. Here’s a way to see if you are busy making a life or a living. Check out which idea you were raised with- Do you work to live or live to work? How you answer that question will tell you a lot about the focus of your life energy and what you consider a well lived life.

What do you consider a Well-lived Life? How does your work fit into your definition of having a well-lived life? What role does spirituality play in your well-lived life?

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

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View From the Summit

An elderly businessman working in his office

I just returned from the 11th Social Enterprise Alliance Summit+ World Forum in San Francisco. A record 700+ attendees from around the world attest to the growing strength of this vibrant sector. I met folks from Canada, the UK, Australia, the Philippines, Africa, and South America.

In an earlier blog I described social enterprise as a trillion dollar sector, and that’s just in the US. Now it feels more like a trillion kilowatts of energy, with all the electrons moving in the same direction, toward greater social impact, and in its wake, toward changing the world, one social enterprise at a time.

So many workshops, I was only able to attend a few. One that really caught my attention involved five teenagers of color from severely economically distressed sections of East Oakland. All had experienced urban violence first hand; one of them had been shot four times. They discussed their experiences launching their own ventures, from music to groceries to recycling, in affiliation with Ashoka’s Youth Venture. All I can say is if they can do it – and they were doing it – all of us can surely succeed in our own work.

Another workshop I attended included a presentation from RSF Social Finance, which borrows money from foundations, companies and individuals and lends it out to nonprofits to increase their social impact. They earn 90% of their costs from making those loans (goal is 100% within two years), have $70 million in outstanding loans, and have a tiny loss ratio (something like ½%).

If you want more information about the SEA Summit, be sure to check out the conference’s blog site at: http://www.sea-alliance.blogspot.com/ And to those flying back to their homes around the world, safe travels!

Use Grand Visions and Strategic Visions for Change

Business strategy concept with chess pieces

It’s common in change-management projects to have a vision for change. It’s very useful to have clients consider both a grand vision and a strategic vision. We do this in our consultant training services, and the consultants usually greatly appreciate that approach. Grand visions and strategic visions can be used in strategic planning, as well.

A grand vision is a very broad and long-range depiction of what the organization (and preferably its stakeholders) will be like, as a result of the project, for example, “We’re the most respected organization in our industry.”

A strategic vision is depiction of what the organization will be like soon after having finished the project for change, for example, “Our business units are closely aligned and our operations are more efficient, resulting in a 20% decrease in operating costs.”

Too often, only grand visions are used in projects for change and in strategic planning. While they initially are great for motivating people, they often don’t give clear focus and direction for people undertaking those activities. A strategic vision can provide that clear focus and direction, especially at a time when people seem increasingly cynical about projects for change and strategic planning.

In your next projects and plans, consider using grand visions and strategic visions.

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.

RipOff Report Editor Interviewed in Latest Issue of Crisis Manager

Two men shaking hands after an interview

[From the latest issue of my ezine, Crisis Manager]

Not everyone knows who ED Magedson is, but there aren’t too many consumer-focused businesses that haven’t heard of the RipOff Report (ROR), the consumer complaint site founded and directed by Magedson.

The common belief is that shortly after a complaint about any company appears on the site, it can be found prominently ranked on a Google search for that company’s name. No one, of course, wants complaints showing up on page 1 of a Google search.

There are a number of common beliefs about ROR amongst PR practitioners (self included), and I wanted to hear the other side of the story. So I asked some very candid questions of Magedson and he provided some very cogent replies. I don’t always agree with him, but I can’t fault his willingness to openly discuss sensitive topics.

You can read the lengthy interview here.

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For more resources, see the Free Management Library topic: Crisis Management
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