Wednesday's Learning Lab (4 Attendees)
Topic: Best practices as an independent consultant
How do you keep in touch with customers and/or create new contacts?
· Call on a scheduled basis.
· Send white papers or articles that might be of interest to the client. Add a comment about how it might apply to a current situation for the client.
· Monthly newsletter – which is sometimes forwarded to others who then subscribe.
· Attend Chamber events like business after hours and economic development events.
What software do you use for maintaining contact database?
· ACT!
· Microsoft Outlook 2003 – Contact Manager
· Constant Contact (online service) is great tool for sending out monthly newsletters or other group communications.
· You can track if and when item was opened and time spent on the article.
· Constant Contact offers a great deal of guidance as to when and how to communicate with your client base.
More on building your customer base:
· Presentations to service organizations / associations like Rotary, Chambers of Commerce, SHRM, Project Management Institute, and ASTD. Topics might include a book review, short skill session, customer service, emerging workforce, leadership, and effective communication. You might consider guidelines that include:
o Minimum group size (50 people?)
o Only one “freebee” per quarter
· Join an organization that is known for a specific skill. Become known in that field. Use the association logo on communications to increase credibility. Volunteer and be involved in the association.
o New Product Development Management Association
o National Speakers Association
· Advantage of specializing in one area is that it is easier to compete with the “big fish.” You can become an expert in that topic.
o This is good for sales positioning.
· How do you make connections? How do you break through the “clicks” of associations and other organizations like Chambers?
o Volunteer to serve on committees.
o Offer some of your services pro bono to showcase your “stuff.”
o Join a leads group.
o Respond to RFPs to land speaking opportunities in associations like ASTD.
· Instead of going through the HR or Training department of a company, go directly to the department you serve. Example: if you do project management work, make an appointment to see the project managers of the company.
· An untapped market may be small to mid-sized business – 30 to hundreds of employees
o Can’t afford to hire the Blanchard’s of the world, so independent consultants can fill need.
o Good option for those who have a large variety of offerings.
o One advantage is that you can make a huge difference.
· There are $$$ in public education, churches and social service organizations for workshops and other consulting services.
· If pricing is too low, you could lose credibility.
· Work with non-profits – comments included:
o Do one session a quarter
o Do all pro bono or don’t do at all
o Don’t eliminate non-profits as paying clients… some have budgets for training
Billing Options Discussion
· Develop own contracts rather than using a lawyer. Consider these options:
o 100% due 15 days before session
o 50% at time of signing letter of agreement and 50% due on day of service
o Net 15 days
o Travel expenses due 30 after session
o If company has policy to pay after service and they traditionally pay late, mark invoice up for the cost of your money and discount for on-time payment
o 2% fee per month if not paid on time
Tuesday's Learning Lab (8-10 Attendees - a few had to leave early)
Keynote Comments
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If you build relationships right with the client (as an external consultant) it lasts longer than the project. The client is also more likely to let their "brakes" off.
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We often think we have to be quick, get down to business. We don't ask about family, share what we're passionate about. That is what lets people truly know you.
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Intimacy, accountability and generosity are key. Generosity: see the good in all people; feel free to give to clients before we ask of them. Can give listening.
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Most people are a bit insecure.
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Have to be able to see the good in everyone; find and connect to the human nature that we share.
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Regarding the exercise in the general session where we were asked to share an "addiction": Sometimes we do things in organizations that psychiatrists and psychologists do and we think we are in safe territory, but we may not be. Can be a disservice to ask people to raise things that we are not prepared to deal with, should not deal with.
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Sometimes safer to do this in an environment with strangers that with my colleagues.
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Understanding that some things are not going to be acceptable in every environment (e.g., disclosure that one is gay)
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What makes us professionals is we push the boundaries.
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Need to anticipate what could happen and plan for worst case scenario.
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Twist on the story about "sales hates production, etc., and finance hates everyone vs, eveyone hates finance" This softened the impact. I will be more conscious of how I phrase things in the future.
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This is not a good joke. Even if everybody hates everybody it can be offensive.
Discussion about sessions in general:
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Voice quality can affect what you think of the presenter. This is probably true of client relationships as well. Poor voice quality can affect your credibility with clients.
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Presentation style can do the same.
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Unintentional - "I'm going to give you THE truth." This comment caused a negative reaction. (The person liked the speaker's books, but disliked her presentation style and totally disconnected with her when hearing her present.)
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The Reinventing the training function session reinforced things I personally experience. "Everyone is a little crazy out there. Why should we expect things to be different in the workplace?"
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Express what you appreciated as an audience member. This reminds me that my style may not be good for all.
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Some people find the negative and don't focus on the value of the session.
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Some comments are not productive, i.e., "I've never slept with so many people in my life. Boring!" And this comment came from a learning professional!
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Trainers can be one of the toughest audiences. This can also be true of educators.
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It might be our perception of the groups. A participant once worked on a project management class and during the pilot her partner made a list of 100 items. Two were positive comments and 98 were improvement recommendations, including the how.
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Our reaction is to be defensive instead of looking for the value in the feedback.
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We tend to judge who wrote what on evaluations. Example: "I know who wrote that and he came into class with a poor attitude."
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Remember we are in the people business!
Discussion regarding the people side of the business and retention of good employees.
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In one session there was the following True or False statement: Sr. executives believe that retnention (people focus) is a major business indicator. This was said to be true. The problems is that many say they believe it, but they don't apply adequate time and resources to address the issue.
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They are more interested in the bottom line.
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The question might be how we measure the problem.
Monday's Learning Lab (14 Attendees)
Discussion about copyright:
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Work we create is our work; if a company wants to own it, they have to have a contract to own it. Work done "for hire" the company owns; be clear about who owns materials you develop. Make sure you know who owns what.
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Discussion about ROI
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Who pays for evaluating the impact of training? Does the client pick this up? Can try to sell it to them. More successful selling post evaluation if it is sold as ROI, impact on business results.
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Given the enormity of the task, do you absorb part of the cost? Charge them for the process and associated coaching, but we want them (the client) to do the work.
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Financial measure of the impact in dollars is complex. It is not job impact, before and after performance.
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Success case method, ties in to value added. If you want to achieve results in this training or intervention, this work shoould do it. Did it?
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Some have no interest in ROI at this level because of cost, intensive labor involved.
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Issue of understanding who the client is. This is sometimes challenging because people within the organization are not always forth-coming. Examples: 1) A Sr. V.P. may hire you as a performance consultant, but the issues need to be addressed at an even higher level. 2) Some individuals may not want problem issues brought to light because of how they may reflect upon that person. 3) In some cases addressing a problem at one level causes another department to "lose income." It was suggested that we must work to get people aligned. Deming's philosophy of reviewing individual reward systems was mentioned. Those systems sometimes perpetuate competition among team members instead of supporting a team effort.
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Issue of individual rewards for performance was discussed. Comments included: 1) Some CEOs actually set up competition to increase sales. 2) This process allows the organization to keep the "tigers" (top performers). 3) Question: How do you compensate the tigers in the organization so that you don't lose them? 4) Basketball analogy even the super stars have to work as a team to be successful, yet they are highly rewarded. 5) Example of successfully maintaining the tigers: Highly successful Australian Bank hires the best and pays them very well. If they turnover, they turnover. It's working for them.
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In reviewing this issue from the standpoint of developing the next set of leaders the following was discussed: 1) Be careful about creating a cult versus a culture. 2) New leaders will include the super stars. 3) Questions: What are we leading to accomplish? 4) The industry environment will be reflected in individual company environments. 5) Get clients to cooperate across lines and help them see the value. 6) How does competition affect efforts of fostering new leadership? Is there a price to pay for servant leadership? Balance may be the answer.
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Important take-away from today - Performance Improvement is more difficult to sell to a potential client than Improving the Bottom Line or Business Goals. Carefully position your services.
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From earlier session (sorry I don't have the name) - Benchmarking study showed that losing a level 5 leader has significant impact on successfulness of an organization.
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Question: Does anyone know of a good conflict mode instrument other than Thomas-Kilmann?
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Recommendation for good session being repeated: Accelerating the Transfer & Application of Learning.
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Question: Do you come to ASTD every year? Why or why not? Some responses: 1) Attend every year if time and budget allows. 2) Get involved in local chapters and learn about volunteer opportunities that can provide partial or full registration. 3) There is a session tomorrow on how to apply as a presenter at the International conference. 4) If you belong to numerous organizations like ASTD, NSA & SHRM and can't attend them all each year, alternate attendance and buy tapes when you can't attend.
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