Wrap it Up!

From all of us to all of you… a joyful and restful Holiday.

Happy Holidays & Happy New Year!

SW&A Team

Meetings Going Nowhere

Has it really been eight months since we shifted to a different way of working?  Somehow…it has!   In fact, it’s been long enough that email tags have shifted from “working from home” to “back at work,” “in and out of the office” and “still at home.”

We’ve talked to people through the different iterations of virtual work, and some interesting trends have emerged around how people work and communicate with each other.

In March, the early response we heard was: “This really works!” “This is great.” “We got this.” “We’re much more effective than we thought we would be.”

At the time, we assumed virtual work was going well because people knew the work they needed to do.  Big initiatives were already in place for 2020.  Most people were in a phase of execution, and once home, they focused on the things they had to do.

Fast forward six months, and the insights have shifted significantly.  Now we hear:

• “This is really hard to do.”
• “It’s impossible to get the input you need.”
• “I feel like I’m missing direction.”
• “I’m so sick of working alone.”

People hear about others going back to work and seem envious. They say they want to go back to the office.  I think they really want to go back to working with each other. Because one consistent theme we’re heard all along is: virtual communication is harder.

People say:

• “There’s just no response when you lead a meeting.”
• “I can’t get people to participate.”
• “It takes twice as long to get a decision.”
• “I’m always misunderstood.”

And it’s why we’ve dubbed this a trend: meetings going nowhere.

Virtual meetings aren’t as effective as they need to be.  In fact, they seem a little chaotic when you ask people what’s going wrong.

• “There are too many people talking.”
• “Agendas aren’t clear.”
• “No one seems sure what the point of the meeting is.”
• “There are too many people in the meeting.”
• “No one seems to be in charge.”

A virtual meeting is different than an in-person meeting.  It can be run effectively, but it takes a lot more work to get it organized.  And even though it’s been eight months, few people have built a skill set for leading virtual meetings well. They’re relying on skills they’ve used for years, and from a listener’s perspective, they don’t translate well.

Here’s the root cause: while the “work from home” setting made everything about communication feel more impromptu and casual, it’s actually the opposite. An effective virtual meeting requires more structure to keep a group focused and on task. The discussion itself may be informal, but it takes work to get a group involved.

Here are a few of the differences that we’re helping managers and leaders consider.

BRAINSTORMING SESSIONS:

This is the hardest format to transfer to a virtual setting.  Hard to believe, because most people love these meetings! They start with a few concepts and quickly build to some great ideas.  It’s the strength of an in-person discussion, and it works because people are 100% focused on being in the room, and they build off of energy and enthusiasm of others. People are very visible, and they work hard to contribute. In fact, they feel a little pressure to show up well.

Virtually, it’s much harder to build on ideas and attach to someone else’s energy. Instead, we tend to stay wedded to our own thought and we just reinforce it when we have an opportunity to speak. And reflection time is dead time in a virtual meeting. If you tell a group to take 10 minutes to write down their thoughts, they’re more likely to take ten minutes and get a snack.

A virtual discussion has to have guardrails and direction to be productive. A virtual group does better with choices of concepts and focused work on supporting a recommendation for a choice versus trying to come up with the broader concepts.

We learned this ourselves as we transitioned to virtual workshops. We gave groups one of  our standard exercises and quickly saw they did very little with it. When we modified the scope of the exercise to making a choice between options, they were able to collaborate better. They needed defined roles and specific instructions of what to do. Their input was very good, but they got there differently.

The same may be true of your discussion sessions.

PREWORK AND ASSIGNMENTS: 

Do more of this for virtual meetings. Everyone seems exhausted and overworked, but people miss connection. And it will simplify your discussion if you have people work together prior to the meeting instead of in the meeting.

Plan ahead and assign partners to discuss prework together. It’s a benefit from both perspectives. This makes the large meeting discussion easier on the leader because you have reduced the input by half. And, it ensures everyone feels heard because they shared perspective with a partner prior to the larger meeting.

TEMPLATES & AGENDAS: 

It’s the routine meetings that people dislike the most. The feedback is lack of structure, lack of direction and just no real takeaways. If you’re leading standing meetings, you owe it to a group to improve the takeaways.

Meetings have become more transactional in a virtual setting, but people still want to feel as if their attendance mattered.  It takes more formality and structure to help it run well.

Our rule of thumb is cover less. Simplicity over complexity. These virtual meetings are a hybrid of conference calls and in-person meetings. There’s still a lot of clunkiness in how we experience each other online. So, keep it simple.

Agree on a flow of an agenda and stick to it in every meeting. A consistent structure makes it easier to follow a meeting and easier to hear what’s being said. Agree on how to participate. It’s like learning a new game. Give everybody the rules, and they’ll get a little better each time you hold a meeting.

CAMERAS ON:

Companies may have sent the wrong message about the video early on. It was with the best of intentions because they knew that people were dealing with a lot in their homes. But the camera is a signal of focus. It says, “I’m here and focused on this conversation.”

No camera or darkness around someone’s name, says the person isn’t fully there.

And it changes the very essence of communication: Connection. No matter what your role is in a meeting, turn the video on and be fully there as a communicator.

We aren’t as chaotic as we were eight months ago. We’re working differently and we’ve learned a lot from our experiences. If your company is headed into another six months or more of virtual meetings, then learning to lead a meeting that’s going somewhere will be an important skill in 2021.

If you’d like a little help resetting your annual planning session or your team’s routine  meetings, we can help you transition to an effective virtual model.

Call us when you need us.

Helping Tech to Talk Exec

You’ve seen this challenge. It’s in every meeting where strategy connects to implementation. It’s where vision meets tactics. And it’s one of the biggest communication challenges in most companies.

Here’s how it happens:

The leadership team wants to expand a product into a new vertical. They’ve seen the numbers to support market size and they know there’s a window of opportunity. They’ve also been told there’s a “little tweaking” that will need to be done in the product’s application to make it viable in the new vertical. So, the next meeting calls for the engineers to come in and explain what’s involved in “tweaking” or converting the product.

The leadership team is looking for a 15-minute explanation to quantify what needs to be done and how long it will take. Instead, they get the step-by-step details of how it will be done.

In an effort to get out of the details and move toward answers, the leaders jump in with questions and assumptions. It was meant to speed up the discussion, but instead it signals to an engineer that the leaders didn’t understand the information. So, the engineer provides more explanation.

The leaders want the bottom-line. The engineers communicate in process and details. And whether the disconnect goes on for several minutes or more than an hour, it’s frustrating to both the executive listeners and the technical communicator.

As a coach I’ve been asked many times: “Why is communicating to the executive level so hard for engineers and technical teams? After all, they are arguably the smartest people in the company!”

Both points are true. Engineers are some of the smartest people in a company, and communicating with executives is a common challenge. It always has been. But companies are noticing it more because technical input has become more critical as a point of influence and essential to making smart decisions.

So, why is “executive talk” hard?

I’ve coached on both of sides of the table for decades and solved for the challenge when I wrote Leading Executive Conversations. But I wrote the book for all audiences who want to solve for the executives’ perspective…and the tech group is a little unique.

Through the years, I’ve learned that it really comes down to how people think, because how they think impacts how they speak. And engineers think in details, steps and precision. And thank goodness they do! Would you want to drive an automobile that was built from a sketch instead of a blueprint? Can you imagine working on a computer that can do 20 things but can’t connect those things to each other?

Whether process-thinking is innate or developed over time, engineers add the greatest value by bringing precision and detail to vague concepts. It’s no wonder that they communicate in details. To tell a leader that they can build a new capability in eight weeks isn’t how they think. And in fact, they wouldn’t be comfortable with that answer unless someone took them through details of what was planned over those eight weeks. It’s how they think, it’s how they work, and that’s why it’s how they communicate. I describe it as communicating from the bottom up.

Yet most leaders think in the opposite manner. They let go of thinking through details of HOW some time ago. They need the What, and the Why. They start with the big concept and challenge whether the WHY has enough value to pursue. They listen to implementation just enough to buy-in. Most leaders think and communicate from the top-down.

And the disconnect comes when the leader feels impatient working through the HOW to get to WHY and the engineer feels the value isn’t justified unless you communicate detailed steps to prove out the HOW.

But it’s a disconnect that’s solvable because you’re dealing with some of the smartest people in the room! And once we figured out why the challenge exists, we developed a process for solving it. And we’ve found that technical teams can be some of the best students of communication.

To help Tech to talk Exec, we developed a process that is based on key insights and a formulaic outline. We’re prescriptive in defining the executive perspective and building specific examples that illustrate how the outline works against common technical topics.

It’s our storyline formula with two key components: a Message and a Framework. This gives an engineer a blueprint to follow that lifts the altitude of their conversation. The details don’t disappear entirely. But the flow of communication is organized with a top-down approach that starts with what executives value and then leads to the technical steps that can be reduced or expanded based on an executive’s interest.

It’s solving for one of the biggest communication challenges in companies today. And it’s helping technical teams become key influencers at a time when their expertise is essential to smart business decisions.

Do you need help coaching tech to talk exec?  We’d love to share our insights and some great success stories about strengthening the voice and the impact of technical teams.

We’re here when you need us!

How to Talk About Yourself

We all do it. We’re asked to step into the limelight from time to time. Most times we’re asked to give presentations on topics we know a lot about. Sometimes we’re asked to give speeches on topics we’ve led or direction we’ve set. But eventually, the journey for all communicators leads to the hardest topic of all: ourselves.

Nobody wants to give this speech. Everybody shies away from this topic. I think it’s because this is the topic we fear will disappoint a group or not live up to assumptions or expectations. And if you don’t consider your career path an incredible journey, you assume it isn’t worth telling. If your experiences can’t fill a best-selling novel, you assume we don’t want to hear them.

But that isn’t so. Everyone has a story or two within them. Talking about yourself helps people get to know you and trust you. Your stories make you real. They also make you vulnerable.

And that’s another reason people don’t like to talk about themselves. Career journeys aren’t limited to successes. In fact, most journeys have more challenges than successes. They’re crooked paths with dead ends, roadblocks and even a few falls. But that’s what we love about them. The career journey helps us relate to someone and potentially see a glimpse of what we have in common.

So, why is it hard? Because many people worry that sharing more about where you’re from, what you’ve tried and where you’ve failed may not justify the success you have now. It may not add up to the spot you’re in today. It doesn’t matter. It’s your journey, and you are where you are for good reason. What does matter is that you understand how to tell your story in a way that’s interesting to others.

And that’s where most people struggle. They don’t know how to tell their stories.

Case in point:

A few years ago, I was giving a keynote at a conference and was scheduled to follow a well-known business founder. I was intrigued to meet him and actually wondered how I would get a group to shift to my topic after his story. I shouldn’t have worried. Unfortunately, he bombed telling his own story.

Here’s why.

He told his career journey in terms of the big things he had accomplished. And he had accomplished a lot. But instead of talking about the challenges that led to accomplishments, he focused on his heroics. For thirty minutes, he went through step after step of building a very successful business. And not once, did he relate anything he said to the people sitting in the ballroom.  It felt like a canned speech, and it sounded like a homage to a hero.

The reason to share your story is to make it relatable to a listener. The people sitting in his audience didn’t relate to him as a successful founder or entrepreneur. And I kept thinking that within his glory, there must have been some failures or a few stumbles that they could relate to.

This is the core element of storytelling. The connection with the listener isn’t through great outcomes or success. It’s always with the challenge or the unexpected curve.

And that’s part of why it’s hard to tell your own story. You’re focused much more on the successes. That’s what you want the group to know.  It’s “How I Did This” or “How I Built This.” But the points of connection are always the struggles. It’s the little steps that make you human and vulnerable.

It’s hard to map it out because you lived it and you don’t always see it.  It’s less a chronology of everything you did; only your Mother cares about that. It’s more the cumulative learnings that shape who you’ve become and the stories you use to bring those learnings to life.

We’ve helped many managers and leaders tell their stories through a three-step process.

Here’s how we do it:

First, we map the journey.

We want to know what you’ve done and where you’ve been. We start from the early days and track every step leading to your current role. Sometimes we do this on a map; sometimes we do this on a timeline. We build the full picture so we can see the highlights and low-lights in perspective.

Second, we interview you to get more details about your journey.

We dig deeper to understand the experiences that seemed to matter the most. It’s never the same. But there are often patterns that help us color in the experiences that have shaped you. We call those your key learnings, and we sometimes identify them as the traits of your leadership.

And finally, we take those experiences and we bring them to life with specific stories.

Every journey has stories, but not all stories are worth sharing. Many communicators make the mistake of trying to tell too many. We focus on helping you get to three or four stories that will intrigue a listener. And we help you tell those stories really well.

When it’s complete, it’s no longer the dreaded career speech. It’s your story told in a manner that adds interest and meaning for listeners. It has highs and lows that engage a group and make you seem more “normal” than they might have assumed. And that’s pretty inspiring to any group.

So, when you’re asked to talk about yourself, let us help you do it. We’ll find those stories within you that can paint a picture of who you are and where you’ve been. And, I think you’ll find it more fun than you might have imagined.

We’re here when you need us!

The Mastery of Presence

The development of an effective communicator is a journey. And I’ve always felt that my team can impact that journey in two ways. In our workshops, we introduce awareness and core competencies to start someone’s journey, and in our 1:1 coaching relationships, we accelerate the journey by working side by side to influence results.

But neither format nor a combination of the two is a promise of mastery. And I’ve thought about that a lot in the last few years.

I’ve had an opportunity to work with a lot of people over thirty years, and I’ve tracked their progress over time. Every investment of time leads to progress and every lapse in effort leads to bad habits. And so behind the scenes, I’ve been thinking about mastery and comparing my knowledge of different journeys to different outcomes.

I don’t think it can be solely blamed on a lack of effort if someone never truly masters the art. And I don’t think it can be assumed that only a few people can. I’ve seen the road to mastery for many clients, and I’ve thought about my own experiences at trying to master different things in life.

To be honest, there are far more skills that I’ve quit on than ones I’ve mastered. And you may feel the same way. It’s why I believe any kind of “road to mastery” has to have passion behind it. You have to deeply want something to be great at it before you’ll invest the time and the length of the journey to master a skill. That easily takes learning guitar and marathon running off my list!  Way too much of a commitment and not enough passion to master it. But it still leaves hiking 16ers and beating my kids at pickleball as potentials!

If you connect passion to a true interest in mastery of communication, then you’ll see some people  drop off the journey based on a lack of a commitment toward something they just don’t value enough.  And if that’s you, we should have a different conversation because I believe that someone who can influence and impact groups is destined to be a leader in one setting or another. And I also believe if you aren’t willing to be a great communicator, then you shouldn’t lead people because people want to follow someone who can define a direction with passion and purpose.

But even those who have been earnest about communication skills, don’t always master them. And I think some people stall on the journey because they don’t have all the ingredients in place for mastery.  As we’ve thought about it on our team, we’ve agreed that mastery comes from combining six things:

FEEDBACK:

Impressions and guidance aren’t the same thing. Everyone can give feedback by telling you how they’ve experienced you. But few people really understand what drives impressions and how to help someone consider new choices that move beyond them. And that’s why a lot of communicators get guidance that isn’t very helpful. More than 70% of the guidance clients share was a clear impression and misguided direction.

To master communication, you need insights from an expert, and someone who knows how to interpret impressions into actionable goals.

WELL-DEFINED GOALS:

One of the hardest things to do as a coach is to meet someone where they are versus where you think they should be. Thinking through where a person’s journey is today helps shape goals that they can reach. And accomplishing some goals encourages someone to keep working toward mastery.

It’s no different than training for anything else. You don’t start at the top of the 16er. You work your way up through the length and difficulty of hikes.

We work hard to set goals that can be reached in a workshop day or across a coaching engagement. To master communication, you have to keep resetting goals that align to your journey and push you toward the next milestone.

NEW HABITS:

That’s the first real roadblock for new skills. Are we really willing to change habits and think about being uncomfortable as a part of the journey? Mastery is way outside your comfort zone, and it’s the reason a good coach can keep setting new goals and forward motion for a communicator.  Expectations change with any new role, and skills have to expand and grow as well. It’s why communication should be integrated into any transition plan.

To master communication, you have to keep resetting communication skills. Every time you step into a new role, you should align goals for influence and impact and think through how you can continue to grow.

Those three elements make a big difference in how well someone begins the communication journey.  It’s the right formula to start with awareness, intention and effort. And I’ve evolved our coaching steps over the years to integrate these three concepts into everything we do.

And we deliver on it really well…as long as we’re in charge! And that’s what I’ve been thinking about around mastery. The difference in someone who becomes a master of communication is something that’s happening when we aren’t around:

PRACTICE:

It’s really what leads to mastery. And it’s practice with intention, not just repetition. It takes a plan, manageable pieces and a little motivation. And those are the remaining three ingredients.

PRACTICE PLAN:

We’ve created practice plans in coaching engagements for years. We outline where to practice and align someone’s goals to upcoming events. But we’ve come to realize we can’t practice for someone. And the difference in someone who knows how to practice versus someone who picks up a few techniques is miles apart.

People who master communication buy into practice. They’re less about “I use a few things” and all about “Here’s how I think about it.” When it’s internalized, it sticks.

SMALL PARTS:

Practice helps a communicator break big goals into small parts. Whether it happened in our workshops or someone else’s, when someone tells me they took away a technique, I explore it further. Techniques feel like acting to me. It’s something you think you’re supposed to do in a certain setting. Communication doesn’t have one setting or one technique. Communication is all about intention in every situation.

To master communication, you have to know what you’re trying to do in order to do it well. Break down techniques into intents. When you truly understand it, you begin to accomplish it. And, that’s great momentum toward mastery.

MOTIVATION:

I called out passion at the start of the newsletter, and I think it’s critical to keep you going. I can’t force you to be as passionate about communication as I am. But I can help you practice in small parts, and maybe that’s all the motivation you need! That’s why we built SWAU – a practice platform that provides the intent behind every communication tool and a little encouragement in every step. It brings clear goals together with an intentional plan to work on style step by step.

Our exploration around mastery has expanded our thinking about Presence and has led to a few additions to our offerings.

We recommend you begin your journey with our personal brand workshop. It takes a deeper look at impressions and assumptions. And it sets a great stage for thinking through why impressions occur so that you start your journey with a clear set of intentional choices, rather than universal techniques.

And when you’re ready…we’ve added Presence 2.0, which we call Mastering Executive Presence. And whether we worked with you two years ago or ten, this is the next level course that shifts focus from your style to the audience impact. We look at style through the lens of a listener and take the basic concepts and fit them within a higher profile setting and a high-stakes impact.

And mostly, we’ve built the practice platform to keep the journey going.

That’s what we’ve done about mastering communication. What will you do?

 We’re here when you need us!

THE VIRTUAL COMMUNICATOR: It’s Not as Easy as it Seems

Our “new normal” as virtual communicators has progressed in the last few months. As we’ve talked to clients, the first conversations were about how “easy it was” to make systems and processes work virtually. Corporate teams did a great job of setting up transitions and processes to move a workforce to a virtual setting. The first focus was the technology of communication…but it wasn’t as easy as it seemed.

Then, the conversation shifted to communicators and we were asked: “What should leaders be doing to create a virtual culture?” This was our article, “Leading through Video” that focused on how to stay visible with employees. Overnight, a leader’s toolkit expanded. Many had to adapt quickly to engage an invisible audience in virtual town halls and conferences…and it wasn’t as easy as it seemed.

And now, conversations are shifting from leaders to everybody else, and we’re hearing: “We need help with this. We don’t understand the ground rules of virtual communication. My team can’t run meetings, my team can’t lead customer conversations, my managers can’t influence their teams. We need help with platforms, we need help with focus, we need help with engagement.” None of it was  as easy as it seemed

How can that be?

Remote working and virtual working may not be synonymous. Remote working is a term we’ve used for a while to refer to someone who doesn’t come into the office. They may work remotely every day or just some days. It implies a different way of working and sometimes a different schedule. Remote workers set their own timeline, their own space and their own approach to their role. It works well for people who can work independent of almost everyone else.

When we made everyone virtual, we realized that every employee couldn’t work independent every day. We needed to communicate and interact with each other. And most people can feel work happening if they can “see” work. So overnight, virtual working required video. It’s a good way to get interaction and to talk to someone.

But it also required employees to sit at a computer and interact with a laptop screen for 8+ hours every day. It’s like playing a video game for hours on end. It wears you out. And it didn’t really follow the same practices of a remote worker who’s working, but within their guidelines and time frames. And very few were sitting for 8+ hours.

And now we’ve figured it out. It isn’t the same setting, and it isn’t as easy as it seems. In fact, it’s different from both perspectives.

For a listener, it’s more removed and more independent. You can get most of the experience through video, but it’s not always clear and focused. That’s because communicators are distracted by new steps and not always “ready” to manage a meeting. Listeners also have a harder time interacting with other listeners. It’s not like sitting in a room and observing others. Technology controls your view, and you get a snapshot of those talking a lot, not those who are quiet. And if a listener doesn’t like the pace or the interaction, they have the power and independence over video to turn off their camera, turn off their audio and just “leave” for a few moments.

That changes the power of the communicator. We’re not used to people connecting and disconnecting so easily. It makes things very disjointed. While the listener is a little more distant, the video makes the communicator more intimate. It’s a close-up shot of you. Yes, you can change that if you know how, but some communicators aren’t really sure where the camera is. So, the snapshot may have them looking down, looking left or all around, and it makes it harder to focus on them and harder to hear what they say. And many communicators say they’re managing too much in this new format, and it feels like a juggling exercise to run a virtual meeting.

It is different, and it’s a new set of skills. And it’s why in response to the questions and discussion mentioned above, we’ve pulled our best practices together to create “The  Virtual Communicator” program for leaders, sales teams, internal teams, project teams, and anyone who is trying to improve their impact in a virtual setting.

Our premise is that it takes three things: Preparation, Participation and Presence.

Here are a few highlights from the program.

PREPARATION

We’ve always said that a prepared communicator sends an agenda in advance, so participants know what you expect them to do in an upcoming conversation. It’s a best practice for all meetings, and it’s a necessity for the virtual communicator. It’s hard for the virtual communicator to generate participation in the moment. When listeners aren’t prepared to participate, the virtual meeting falls flat. This makes the communicator lose confidence, and the listener lose interest. And that’s when listeners disconnect.  They can turn on/off technology at will.

Sometimes, technology is the challenge for communicators and listeners. Platforms are being over-worked, and they aren’t running beautifully. But most of it is operator error. The leader is dropping calls, dropping people, talking without sound, talking with too much sound, etc. The first two minutes of any virtual meeting should be ground rules for technology and participation. No one is doing it, and everyone needs it.

PARTICIPATION

Once the ground rules are set, the communicator has to signal participation. We introduce techniques for getting involvement early and keeping it throughout a meeting.

It takes facilitation skills, and few communicators have had much experience with facilitation.

Technology works against you on this one. Technology pulls the talkers front and center. If you’re speaking, you show up more on the screen. The communicator needs to know who isn’t talking to make sure they have everyone engaged. And the quiet listeners are hard to “see.” We’ve developed a simple workaround that helps a communicator track a full group and still keep their focus on the conversation.

PRESENCE

Your presence is as important on video as it is in a conference room. In fact, it’s a more intimate snapshot. We don’t see the communicator from head to toe. We see a close-up shot from the shoulders up which makes connection and expression the most critical style component.

That’s a challenge because many communicators don’t seem to know where the camera is. In order to make a listener feel seen, you have to be talking directly to them. Communicators seems to be looking down and all around. In the close-up shot, the lack of connection is front and center.

You can adjust the listeners’ view…. you can improve it, but you have to think about it. Some teams are having a lot of fun with backdrops. They are fun, but distorting, for important meetings. It seems as if someone is behind a curtain pulling on your body parts. Ears get cut off, arms seem to be broken, etc. It will be a “to do” for marketing teams to improve the green screen backdrops. For now, find a real setting in your house that works for important meetings to avoid the distraction.

It’s a new medium, and it requires a new set of skills. They aren’t totally different, but they aren’t as easy as they may seem. If you’re beginning to focus on the skills of your communicators, we’d like to help your team manage and improve their virtual setting.

Learn more and sign up for The Virtual Communicator today.

We’re here when you need us.

From Conference Events to Virtual Conference Experiences

As companies begin to talk about returning to work, one big decision they’ll have to make is around their customer conference or their year-end events. Big events in second quarter were canceled or shifted to a virtual format. Third quarter events seem to be shifting to virtual, and most fourth quarter events are still on the fence. It’s a tough decision with valid points on either side of it. We’ve been a part of the transformation as many events shifted to a virtual format and just two months in, the shift has generated great discussion, key learnings and a new set of best practices.

Here are seven best practices that we’re using to help our clients reset the conference experience.

1. Shift your thinking from a virtual event to a virtual experience.

When your customers gather on-site for a conference event, you’ve created a total experience from the look and feel of the venue to the added elements of meals, activities and socializing that are woven throughout the event. When the conference goes virtual, you have to recreate the experience as something on a screen.  And you have to help viewers participate in order to keep them active in the event. The shift from attendees to viewers is the best way to rethink the conference experience. And in most cases, it’s best to start with a clean slate and create a different kind of experience.

2. Imagine the viewers setting during the experience.

The predictions are that most people will be back at work by third quarter. So, your viewers are likely to be back in an office setting. Consider whether you’re building an experience for an individual or a team. Can you create activities that teams will do together as a part of the virtual experience or are you focused only on an individual experience? It makes a difference in the viewership you may get with customers. Many companies are finding the virtual setting is a good format to double their attendance because it’s much easier for multiple viewers to attend. And, it may create some live feeds into your event from a customer’s setting.

3. Bring it to life for viewers in advance.

Just like you build hype for attendees, you’ll need to build hype for viewers. Shift your investment in swag from things given away at a conference to things that viewers will receive in advance. Send a box of things they’ll need during the experience. Break them up and send them one at a time to build suspense. Get every viewer intrigued and invested before the virtual experience begins. Consider partnering with a food vendor for coupons or delivery to add something to the setting in advance.

4. Build an experience to pull viewers through rather than disconnected content to push out.

Just as you imagine the big ballroom at the center of the on-site experience, you need to start with the screen and the online experience. Shift the investment in the grand scale of things to the activity and movement of things. Viewers won’t watch for hours, but they will participate for hours. Think of the difference in someone who watches a video versus someone who plays a video game.

Map the experience on a screen.  Think through the interactive components that will keep a viewer involved and interested in what’s ahead. You don’t have to gamify your event, but you will need an interactive role for viewers.

We’ve seen great ideas emerge around games, an animated MC, a chat room on the side, and virtual events that pop-up throughout the day.

5. Limit keynotes and expand the short segments.

The big ballroom presentations are the keystone of big conferences. Virtually, they aren’t as impactful. Simplify and limit the number of keynotes and streamline the messaging delivered in this format. The impact of keynotes comes through with the energy created in a large setting with a large audience. You can’t create that feeling virtually, so don’t try. Instead, focus more on short segments that can be repurposed and leveraged after the conference.

6. Lighten up the format, the content and the visuals.

PowerPoint doesn’t translate well on video. It’s a flat medium; video is not. Avoid the traditional role of presenters and lean into the dynamics of conversation. Video is a great medium for short, succinct and impactful messages. Consider powerful images and music to add energy in a different way.

Viewers prefer the talk show format. It takes energy to pull viewers in, and it helps for communicators to have a partner to help build this energy.

7. Add sizzle, surprise and reward.

You can keep viewers interested with a format that includes surprises and giveaways along the way. If you want viewers to participate throughout the day, incentivize them to do so. You’re competing with things that are happening all around them. You want to keep their focus on the screen or pull it back to the screen repeatedly.

One client knew the virtual format would require breaks. And, they were worried about getting viewers back after breaks. So, they made breaks longer and called them “walk abouts”. They kept talking, but they used light conversation to loosen up the format and keep content flowing. They never really disconnected with viewers, but it made it very easy for someone to leave a desk or chair and wander around for a period of time. These became some of the highest rated elements of their conference!

As we’ve worked on this new format, we’ve seen a lot of creativity and a lot of learning. And, I know we will see companies leverage the virtual channel very differently as we move ahead. We’ve also seen many challenges with this format. It isn’t an easy transition for a communicator, but it can be an impactful one when you learn the skills of structuring for a virtual viewer and connecting with an invisible audience. There’s no doubt, the time is right to add this skill to your toolkit.

Let us know if you need help with a virtual conference or a virtual meeting.

And as always, we’re here when you need us.

IT’S GETTING PERSONAL – Some Guidance for Managers

The last few weeks have been hard on everyone, and we’re still working through what a pandemic means for each of us and our families. Our thoughts and prayers go out to anyone who is dealing with COVID-19 in their homes and with their loved ones.

It has disrupted our work and our families, and we still don’t know what lies ahead. And neither do any of the managers trying to support and guide people through this uncertainty.

The role of the manager has lost its boundaries in the last few weeks.

Because once employees watch CNN, Fox News, local networks and all online news feeds for an update, they’re getting on calls with their managers and bringing their concerns and questions to those calls. Some concerns are about the work at hand, but most are about what’s ahead and how this will impact me.

It’s a role that a lot of managers just aren’t ready for. It’s ballooned beyond what I owe you today to what happens to me tomorrow. Emotions are on edge, protocols are forgotten, and managers are dealing with more neediness than they’ve seen before.

And, some managers are overwhelmed. This is so much more than managing work process and individual contributions.  It’s getting personal to people’s lives and what they’re dealing with in their virtual setting from simple things like home schooling and groceries to complex things like worrying about elderly parents and wondering how to keep your family and friends safe.  It’s humanity.  It’s up close and personal, and it’s overwhelming to someone who didn’t really sign up to take on counseling.

It’s a tough role; it’s a tough time. And as one colleague said, “This is when we’ll figure out who the strong people leaders really are.”

Whether you’re a young manager trying to navigate the blurred lines or an overwhelmed one looking for a few best practices, here are our thoughts on connection that could help out.

JUST LISTEN.

If you’re feeling overwhelmed by all the questions coming your way, don’t worry about providing  answers.  There aren’t concrete answers available right now.  Just listen. A starting point for anyone feeling overwhelmed or scared is to feel that someone is listening to those concerns.

Listen and acknowledge the worries.  Keep in mind that some employees live alone, and it won’t take many days of work from home to feel alone and lonely. Be a simple point of connection.  Listen and acknowledge the feelings that you hear.

REMEMBER ME.

Even though you’re juggling multiple things and jumping from call to call, your team doesn’t see it. They don’t have visibility to the line outside your office or your calendar invites which keep moving around.  They lose perspective on the tugs of your time, and you may lose a little perspective on their inputs as they ask for connection.

If you manage a large team, you may find it helpful to take notes and keep track of what I told you about my family or my roommates.  It will mean everything to me if you remember me when we talk again. And when people are under stress, they don’t remember as well as they normally do.

BE OPEN OR BE STILL.

You have a choice in what you share about your life and your family. In the last two weeks, some managers have felt invigorated to share their personal lives and home hurdles, and others feel like their entire team just moved into their living room.  Some managers are very open about their personal lives; others are more cautious.  And both reactions are OK.  You can define your boundaries and how front and center you want your whole life to be to others.

You owe employees a listening moment, not always your life story. You should always be present with your team, but it’s more about the team than the deep dive into you.

HEAR THE WEIGHT; DON’T WEAR IT.

You can’t solve this for everyone.  It’s going to be a long and hard process.  And you don’t have to.  You can hear me without taking on my challenges. Be very careful about that.  There is an art to learning how to help someone else feel better without making yourself feel worse. Focus on making someone feel heard, not solving their problem.  Notice we keep coming back to…. Just Listen.

KEEP WALKING.

I have four siblings and lots of nieces and nephews.  And when my father died, we had a house full of people working through the grief and the logistics. It was sad, it was close, and it was a little suffocating. And over the course of those days, we walked miles and miles…never all together and never fully alone.  We just seemed to pair up and take walks.  It was about getting space, breathing deeper, and resetting ourselves. It was the simple-ness of doing something. Take the space you need, especially when you’re in a newly defined workspace.  Take the time you need to breathe and clear your head.

YOU BEFORE ME.

It seems counterintuitive to tell a manager to put themselves first.  But the reality is no one is their best under pressure.  Nerves get frayed, and emotions run high.  You don’t want to be back on your heels, but the circumstances are not normal. Your team needs you to bring your best game.  Find a way to start each day with you.  Whatever it takes for you to focus your mind, open your heart and just take this one day at a time.

We’re here when you need us.

Don’t Blame PowerPoint!

Next to a laptop, PowerPoint (PPT) could be considered one of the top three tools used in business. More than 30 million presentations are built in the software every day tying up 15 million people hours at a cost of $252 million…..every single day! And yet, few of us are Masters of it. In fact, we have a love/hate relationship with the software which has led to the term, “death by PPT.”

AT SW&A, we hear a lot of the angst around preparing presentations blamed on the software.

From the listeners:

• “There were too many details and too much information.”
• “I got lost in the details and didn’t understand what the listener was asking me to do.”
• “It’s a horrible eye chart.”

From the communicators:

• “We go through more than 15 iterations of decks before we have a final presentation.”
• “I got so many edits to my slides that I’ve lost the point I was trying to make.”
• “I’m not artistic or creative; I hate building slides.”

And our response is always: Don’t blame PPT.

It’s the process…or lack of a process…that frustrates you. Not the software.

Here’s a little self-diagnosis.

Assume that you’re asked to deliver a presentation two weeks from today.  Whether you start planning it today or wait until next week to develop it, how many of you will start the process by opening up a PPT document on your laptop?

If this sounds like you, stay with me. Then, you begin outlining points by putting a text box on each slide or if you’ve covered the topic previously, you’ll open up another PPT and begin to migrate slides to your new deck. Either way, you’re building the foundation of your content, one slide at a time.

It’s a very linear approach to structure, and it’s the wrong approach.

Because now you have a collection of details instead of a storyline, and you will present the deck slide by slide versus concept linked to concept.

Is this your approach?  Most people say yes.

When PPT is used as the planning tool, it becomes cumbersome to work with and takes on a very different role. PPT’S role is to help you illustrate details or connect two points, not to thread all the points together.  That’s the role of an outline or storyline structure as we refer to it. The usage numbers above may explain this.  Because organizing content has become such a constant in our day, we may be telling ourselves that we can skip a step and organize our thoughts at the same time as we illustrate them. And, that’s a misuse of PPT.

The storyline structure is the first step, always. Whether you use our model or you have your own tool, as the communicator, you should always start with an end to end view of what you’re asking the listener to do. It’s rarely the details that fail in presentations; it’s always the connection between them.

A storyline view helps a communicator understand the bigger ideas and repeatable points that will lead the listener to an outcome or takeaway.  This changes how you build out a PPT.

When PPT becomes the second step, it works beautifully for the communicator and the listener. A broader storyline helps the listener see beyond what you’re illustrating and understand why you’re illustrating it. The communicator’s focus gets simpler and key concepts get repeated as the communicator focuses on pulling ideas forward rather than making every point.

PPT is also a horrible communicator and a really good illustrator.

Let’s diagnose that one.

Assume that the presentation you’re building is for another leader to deliver or it has such high visibility that several people want to give input before you deliver it. So, you work on the PPT for a few days and then you forward it for feedback.

Does this sound like you?  Then, what you may not realize is that even though you shared it for feedback, you were pretty locked into those slides. And your editors now begin to interpret what the slides mean.  They can see the illustration; they just don’t know the storyline. So, they create their own mental storyline to support your details. Then, they edit to their own thinking.

This leads to adding content on your slides, reordering your slides and even adding new slides to support their thinking. You get the edits back and don’t feel grateful for the input.  You’re frustrated. Because they’ve changed the meaning of your slides and thrown off the flow of your storyline. At least the storyline you have in your head.  Because it was never shared as a structure for the conversation.

Have you had this experience? Most people say yes.

The storyline drives communication; PPT creates illustration. If an editor can read a storyline to see the end to end plan for communication, they are much less likely to edit slides.  Instead, they’ll identify areas of the storyline that aren’t easy to understand or where they want you to add detail.

In fact, when a team is involved in preparing a presentation, we urge communicators to get buy-in to the storyline first before PPT is even introduced. This helps a group align to the full direction of communication and the big ideas before the supporting PPT takes shape. And it keeps a team moving through the organization process together. Then when you move to PPT, the second step, the feedback is limited to the look and feel of illustrations.

As a communicator, you want listeners spending less time on how to follow your thoughts and more time on understanding how the big ideas connect and lead to outcomes.

And if we’re pleased with the transformation we see when individuals add our first step  into content planning, we’re ecstatic when we see teams adopt it. Because if an individual can improve a single meeting, the full team can change their influence in an organization.

We know because we’ve made it happen.

We’ve taken many teams beyond the storyline structure to a team template that gives the communicators a template to follow and the listeners a consistent expectation. So, listeners spend less time trying to follow the structure and more time hearing the ideas.

When teams adopt a standard structure, it quickly takes hold in an organization. They become known for their ability to deliver clear ideas and recommendations which often raises their visibility in a company.

If you’re getting bogged down in details and edits, don’t blame PPT. Put the first step back into your process. And if you’d like some help learning to do that, join us for an upcoming storylines workshop. Even better, bring your team together and strengthen the group’s impact across your organization.

Call us when you need us.

Executive Presence Is a Top Priority for Leadership

High-potential and leadership programs are a top priority as companies focus on succession planning and the development of future leaders. And, as companies define skill gaps, Executive Presence has become a hot topic and an urgent priority.

While it is a part of every assessment and curriculum, many development managers struggle with what it is and how to build it into a leadership program. The concept of Executive Presence is not a new one. People have talked about the aura of leaders and the need for them to have leadership presence for some time. But the gap is wider because future leaders just haven’t followed the same development paths or had the same mentoring opportunities their predecessors had.

Presence isn’t something you give yourself. It’s something you earn from those around you who respect your right to speak and your ability to lead. Some have called it an “earned authority.” It is a combination of behaviors and attitudes that present a sense of confidence, competence, commitment, and authenticity.

Although we’ve coached leadership presence for thirty years, we were intrigued to understand the impact of presence within an organization and to gather perspective through a lens other than our own. So we commissioned a survey on Executive Presence with nearly 400 CEOs, C-level executives, corporate communications executives, and professional development managers. The results were confirming and surprising.

We found them confirming in that senior executives see presence as an essential part of their job. In fact, 89 percent of survey respondents believe that presence helps you get ahead. All of the executives interviewed believe presence can be a differentiator. And 78 percent say a lack of presence will hold you back.

Why? Because while many struggle to define it, everyone agrees presence is easy to spot. Presence fits a person like a well-cut suit. People who have presence fill a room and command attention as if they simply have a right to be there.

Surprisingly, 98 percent of the executives also admitted that their skills were not innate. That’s surprising because most development managers are quick to say that future leaders either have this trait or they don’t. While they definitely value the impact of presence, development managers are skeptical about whether or not it can really be developed.

In fact, the gaps in perspective were highlighted when we asked senior executives and development managers for the most effective ways to develop presence. Executives leaned heavily on three concepts:

1. Observation: 70 percent of the executives observed presence early in their careers.
2. Coaching: 65 percent of executives say executive coaching can help a leader develop presence. Only 20
   percent of the development managers believe this.
3. Training: 55 percent of executives say that leadership programs are a great way to develop presence; only 33
   percent of those who run these programs believe this.

All of the executives we interviewed said they were aware of the impact of different leaders in their organizations and they made note of what set them apart. All of the survey participants felt they had worked on their own presence, and approximately 35 percent thought they could benefit from more work. Most said they think intentionally about how they need to come across, and they work hard to deliver an authentic, succinct, and relevant message. In fact, they believe their ability to do so can calm unsettled issues, inspire unfocused employees,
and convince skeptical audiences.

This strong buy-in to presence by the C-suite explains why senior executives need to be involved in developing presence in others. Some companies do this by rotating a portion of the curriculum among senior leaders; others use executives to set the tone for a program and to offer feedback at the completion of it. Executive participation also speaks to what future leaders really want out of leadership programs, and that’s exposure. Many rising stars believe that if they get exposure to the senior management team, they can create their own fast track and their own potential. The personal stories we heard through our research suggest this may well be true.

We recommend three key elements for a program or curriculum on Executive Presence:

• Assessment: Presence is about perception, and the critical starting point for any future leader is to have a clear understanding of how he/she is perceived. Feedback and evaluation set the stage for where you are today and where you need to be in the future. It’s also the acid test for feedback. The executives we interviewed said feedback was an important part of their own development. They were open to it and sought it frequently.

• Core Skills: There are fundamental skills of presence tied to how you use your body and voice. Every future leader needs to know how to develop and deliver thoughts with confidence and conviction. Our research defined key attributes of presence and revealed that these skills can be developed and fine-tuned in any individual.

• Coaching and Practice: Ultimately, it takes practice to turn initial impressions into lasting ones. Many structured programs use a case study or simulation to give future leaders an opportunity to apply skills to a business situation. This is the point at which existing leaders are willing to engage and support the program with feedback. Coaching
ensures that this high-profile exercise is a high exposure and high payoff for future leaders.

Ultimately, these three ingredients help future leaders develop skills for immediate success and long-term results.

According to senior executives, Executive Presence is a priority because it’s one of the leadership traits that can’t be supported by anyone else. When you step into the C-suite of an organization, you go from being a specialist in an area to being a generalist. Your messages broaden, your audiences expand, and you have to engage and influence every one of them.

We’re here when you need us!

Want a free 15-minute consultation with us to see how we can help you or your leaders? Book a call now!