Tuesday 27 January 2015

It’s The Little Things That Count

You can lose a deal on something as simple as getting someone’s name wrong.

I recently received a message from someone with whom I’ve been a LinkedIn contact for about a year.  We knew each other when I was working in a different country and he was asking me to look at a new service his company offers which provides profiles of individuals whom I might meet.

He started off by addressing me by my family name (no “Mr” in front).  To be fair, my family name could be a first name, but if he can’t get my name right when selling me a service to profile individuals, how accurate is the profile likely to be?  With no more than two words (Dear and the wrong name), this contact has just blown his credibility.

Surely it doesn't matter, right?  We all make mistakes and we’re all human.  True, but what impression do you think you're giving someone whose business you want?  If you can’t even get their name right, they’re likely to assume that you’ll be equally as careless with their business.  Remember, there are others out there who are asking for their business as well - and they might get the name right!  You never get a second chance to make a first impression, as they say…

All-too often, we give people an excuse to discard our proposal with our opening statement or salutation.  It’s easy to avoid this however through one simple process: research.

Research your target.  Everyone is busy and has lots of salesmen/women calling them to pitch their product or service.  All of them will look and sound the same (and a few will also get names wrong).  How will you stand out?  You need to know: 
  • Who’s the “person with the problem”? They may not be the person you think you should contact.
  • What is their real problem?  Make sure you understand it perfectly.  It may involve a preliminary meeting or more.
  • What steps (if any) have they taken to solve it in the past?  Have they gone to another provider, for example?  If so, what was the result?
  • How does your product service respond to their actual need/problem in a way that no other does (i.e. is it cheaper/safer/faster/more convenient/more reliable, etc)?
  • How valuable is that solution to the target?  You may have the best solution ever, but if the target perceives no value in it, you need to restate it in terms of values that they do understand.
  • Do they have a budget to pay for your solution?  Does your solution meet it?  Can you and/or they negotiate?
  • Is the person to whom you're speaking the one who can commit to buying the solution, or do they have to seek higher approval? 
  • If so, what do they need to get it?
  • How long will it take?  You may also need to meet the “decision -maker”.
  • Is anyone else involved in the “buying process”?
  • How will they pay (cheque, bank transfer) and when?
  • What “after sales” support will they need?

A friend of mine says that you should never think of your product/service in terms of features and benefits, but in terms of “what problem does this solve for my customer?”  People are most flattered by what appeals to their needs.

Your research will tell you what their problem is, what they have done about it in the past, how much they’ll pay for a quality solution and what you need to do to show that you can solve it better than anyone else.



I have spent more than half my life delivering change in different world markets from the most developed to “emerging” economies. With more than 20 years in the world financial services industry running different service, operations and lending businesses, I started my own Performance Management Consultancy to offer solutions for improving performance, productivity and risk management.  I work with individuals, small businesses, charities, quoted companies and academic institutions across the world. An international speaker, trainer, author and fund-raiser, I can be contacted by email . My website provides a full picture of my portfolio of services.  For strategic questions that you should be asking yourself, follow me at @wkm610.

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Tuesday 20 January 2015

Project Management : Making It Happen

I see more and more recruitment adverts for people with experience in “project management” which tells me one thing – this is an essential part of management as change becomes ever more prevalent and companies adapt to a faster pace.

I’ve managed projects myself, and know others who are much more knowledgeable in this art (or is it a science?), but what I’ve seen in my time is that you need to:

Ask “Why Are We Doing This”?
Usually, projects have a reason – to improve efficiency, raise quality, increase revenues or profitability, introduce a new system, or any another purpose.  Make sure you know why you’re embarking on this adventure.

Define the “Owner”:
Who owns the project (i.e. wants it done)?  This will usually be a head of department, function or of a company.  Can they make things happen if obstacles arise?

Define The Objective:
How will you get there if you don’t know what the end result looks like?  This is known as an overall specification and needs to be set firmly, but allow for unforeseen events.  Often, people start work without asking, “what do we want this to look like in the end?” and ended up starting over, going over budget, or both.  This becomes the “Scope” of the project (see below).

Refine The Objective – Deliverables:
What is actually needed to make sure that the objective is achieved?  This could be premises, people, processes, systems, changes in the way the business does things - any number of items which all need to fit together by a certain time.  Again, these form part of the “Scope”.

Deliver the Deliverables:
What needs to happen and when to deliver each part of the project?  Break it down into steps (Post-It notes are great for this!).  Starting at the end and working backwards is the best way to do this.

Establish Dependencies:
What needs to happen before something else can?  If something needs to end before something else can start, how do you make sure that things proceed according to plan?  The “Critical Path” consists of the deliverables, targets or steps that must be delivered or met before others can begin.  Any one of these can derail the whole project.

Allocate Time And Resources:
How much time will it all take?  What resources are needed (people, systems, cash, equipment)?  Are they available?  How will you get them?  Do you need to hire in extra staff, plant/machinery?  How much will it cost?

Allocate Funding:
Everything costs time, money and effort.  How much will this be?  Will it all be worth the end result?  Sometimes, the cost outweighs the benefits - a good reason not to proceed.  Allow for “unforeseen expenses”.  When will funds actually be needed?  Many projects come in over budget/behind schedule because of poor financial planning in the first place.

Allocate Responsibilities:
Who will do what and by when? Are they clear on what they have to do?   Do they have the resources and authority?  What do they do if something goes wrong? How do they report progress? Does everyone involved know who's doing what?

Remember “Murphy’s Law” (Contingency Planning):
What could go wrong?  How will you put it right?  What “early warning systems” can you put in place to alert you to problems before they become crises?

Get Support:
Get support – from management above (approval), those at the same level as you (agreement) and from those who report to you or are junior to you (acceptance).  This is where many projects founder due to lack of support or commitment from whichever level. 

Respect The Scope/Time/Cost Relationship:
Depending on the “scope”, you will need more or less time and resources to complete it, so it’s important to define it properly at the outset.  If you want to get things done faster, (reduce the “time” element of the project), you will need more resources, which will increase costs.  If you want to reduce costs, you have to reduce either the scope (accept a reduced outcome) or  resources (increasing time to complete).

Review, Review, Review:
Projects don’t manage themselves.  Review progress regularly: what has happened, what is happening and what is due to happen.  How will you track progress?  What meetings will you hold, with whom and when?  What information will you need to track progress?  Who will deliver it, how and when?  Who will help if delays occur?  How will you measure success?  Again, have an “early warning system” to alert you of potential problems before they become disasters.

Celebrate Success;
Both when you achieve “milestones” and at the end.  It’s great for morale.




I have spent more than half my life delivering change in different world markets from the most developed to “emerging” economies. With more than 20 years in the world financial services industry running different service, operations and lending businesses, I started my own Performance Management Consultancy to offer solutions for improving performance, productivity and risk management.  I work with individuals, small businesses, charities, quoted companies and academic institutions across the world. An international speaker, trainer, author and fund-raiser, I can be contacted by email . My website provides a full picture of my portfolio of services.  For strategic questions that you should be asking yourself, follow me at @wkm610.

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Wednesday 14 January 2015

Do People Leave Leaders, Not Companies?

A sentiment with which I strongly sympathise is that people leave leaders, not companies.  However, should we always blame the leader?

Just as the leader can set a positive tone, they can set a negative one.  It may not actually be the fault of the leader that this is happening.  We often “appoint” people into leadership positions without training them for it, so it is just as much the business’ fault that they find staff leaving. 

Ironically, one often hears companies saying “People are our most valuable assets), but never really acting in such a way to prove this is the case.  The “people” are both the leaders and those whom they lead.

It’s not a case of paying more or giving more benefits to make up for deficient leaders.  American psychologist Frederick Herzberg found that there were two groups of drivers that affected people.  These he classified as “Hygiene Factors” and “Motivators”.  Interestingly enough, when you look at the list of what are considered “Hygiene Factors”, they bear a close resemblance to the usual “tools” that businesses use, namely: 
  • Salary
  • Work conditions
  • Status
  • Policy
  • “Perks” (e.g. company car)
  • Security
“Hygiene Factors” are the more “intangible” reasons that make people want to work for a particular business and or leader, such as: 
  • Achievement                          
  • Recognition                            
  • Responsibility                                               
  • Interesting & rewarding work                                      
  • Advancement                         
  • Personal Growth                    
Looking at these, it seems to me that leaders are responsible for the motivators and HR for the rest…

So when staff leave for “motivational” reasons, what does that tell us?  It means they’re not getting enough recognition/responsibility/opportunities for personal growth, etc.  They may say that they’re leaving for a better salary and/or a better position in another organisation, but what this tells you is that your business or their leader or both haven’t been on the ball in terms of motivators.  There are plenty of cases of people who have been offered higher salaries/promotions/both but have turned them down.  Why?  Because they felt that they wouldn’t get the recognition/responsibility/advancement, etc that their current organisation or leader provides.

Some people will quit for a few dollars/pounds more somewhere else, but it suggests that they value their own needs as humans at a low price.

Businesses need to understand the theories of Abraham Maslow (another American psychologist) who identified a human “hierarchy of needs” which consisted of: 
  • Physiological (food, clothing, shelter)
  • Safety (freedom from physiological & psychological harm). 
  • Belonging & love (feeling valued, positive relationships)
  • Self-esteem & confidence (achieve, gain approval & recognition, trust others…)
  • Self-actualisation (develop talent to full)
Notice any similarity between the final three and Herzberg’s “motivators”?  For me, they seem remarkably similar.  Once a human decides that they’re physically safe, they look for the higher things in life.  Why do you think that “vision” is such a powerful tool?

Leaders need to understand this and to be trained as leaders.  Some are “naturals”, others will need more support as they settle into a role.  Otherwise, people will leave the leader, but it will be the business' fault...


I have spent more than half my life delivering change in different world markets from the most developed to “emerging” economies. With more than 20 years in the world financial services industry running different service, operations and lending businesses, I started my own Performance Management Consultancy to offer solutions for improving performance, productivity and risk management.  I work with individuals, small businesses, charities, quoted companies and academic institutions across the world. An international speaker, trainer, author and fund-raiser, I can be contacted by email . My website provides a full picture of my portfolio of services.  For strategic questions that you should be asking yourself, follow me at @wkm610.

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Wednesday 7 January 2015

The Leader Sets The Tone

“Do as I say” or “Do as I do”?  With some leaders, it’s fairly obvious.  Whatever they do and however they behave, you don’t.

The more the question of “leadership” is studied, the more we understand how NOT to do things.  There are still, sadly, people in leadership positions who don’t understand the impact that their behaviour has on those who work for them and therefore, by extension, their customers.  “The fish” as they say, “rots from the head”. 

I often use this lack of awareness to distinguish between a “boss” and a “leader”.  Bosses aren't aware of the impact they have.  Leaders are.  Bosses use their “hierarchical authority” to get things done; leaders draw people along with them.  Bosses can threaten to fire you; leaders make you want to do things.  Bosses get the bare minimum necessary to get the job done; leaders get extraordinary results from ordinary people. 

Now widen the circle.  Say you have a boss in charge of a business that relies on customer service to provide its revenues.  What sort of service will customers see?   In some cases, it may not matter (if, for example, that business is a “monopoly provider”), but in others, it will.  Customers can tell from the way your staff behave how well led they are, and whether they’re driven by dread or by desire.  The banking crisis of 2008-9 proved that incentivising staff by means of higher bonuses or fear of losing their jobs led them to behave in a way that brought the system to its knees.

The effects of ”Boss Behaviour” can be seen in how staff treat:
  • Each other
  • Customers
  • Others outside the business

In the end, it will impact your business.

Think of the different businesses with which you interact: how do you think the staff there are treated?

Yes, you can teach your staff how to be nice to customers  through so-called “Customer Service Training” courses, but if you as a leader treat them badly, that time, expense and effort spent in training is simply wasted.

So how does a “boss” become a “leader”?  Simply by treating others as he or she would wish to be treated themselves.  Get to know them as human beings: their motivations, hopes, worries.  Too many bosses view their staff as being there to get things done, forgetting that they’re human beings as well.


I have spent more than half my life delivering change in different world markets from the most developed to “emerging” economies. With more than 20 years in the world financial services industry running different service, operations and lending businesses, I started my own Performance Management Consultancy to offer solutions for improving performance, productivity and risk management.  I work with individuals, small businesses, charities, quoted companies and academic institutions across the world. An international speaker, trainer, author and fund-raiser, I can be contacted by email . My website provides a full picture of my portfolio of services.  For strategic questions that you should be asking yourself, follow me at @wkm610.

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