Farrar's Faucet: A psychologist’s candid, productive and often humorous take on principled business behavior and better business outcomes.

Showing posts with label Consulting. Show all posts
Showing posts with label Consulting. Show all posts

Not your average consultants!




Every day we come to work energized for two simple reasons:


  *  We love what we do

  *  We love helping our clients improve what matters most to their businesses







We run a leadership development and change management consultancy.  That means we help leaders who are changing their business and changing themselves.


Our clients are business owners and senior executives who want to address people issues in their organizations and lead their businesses with integrity.  Our work includes speaking, training, coaching and good old-fashioned, roll up your sleeves consulting.  We combine the skills of a trained psychologist with pratical expertise in how people really behave in organizations and across cultures.

Many of our clients have experienced some kind of pain, change or challenge in the people side of their business, but not necessarily.  Some just want to improve the performance of a management team, build better relationships with their customers or provide professional development for their senior executives.
 
All of our solutions are based on our deep understanding of the people side of business. 

We are down to earth consultants.  We measure our success by improving the four key drivers of our clients’ success:  Customer Satisfaction, Employee Well-Being, Productivity and Profitability.  

Really.

We are very good. 

We are not your average consultants.


The Five Most Important Questions You Will Ever Ask About Your Organization


Peter Drucker, King of management gurus, has five essential questions for every organization. This book includes content from five of today’s thought leaders, to supplement Drucker's questions and bring them up to date.

You can use this book as a tool for self-assessment. In the words of one reviewer "...answering these five questions will fundamentally change the way you work, helping you lead your organization to an exceptional level of performance."

Peter Drucker’s five questions are:
 

 

What is our Mission? with Jim Collins 

Who is our Customer? with Phil Kotler

What does the Customer Value? with Jim Kouzes 

What are our Results? with Judith Rodin

What is our Plan? with V.Kasturi Rangan

 

I have recently worked with a couple of organizations who have looked at themselves closely in terms of the five questions and who are entering the new decade with a completely reshaped vision of themselves.  


One large non-profit had to ask the hard question:  Who are we here to serve?  Their customers were not only the members of society served by their community impact delivery, but also the donors, volunteers and others who had to be engaged by the organization's mission.  In these difficult times this non-profit is providing real leadership on the new "business as usual" and managing to maintain their donor and volunteer base.

 

Another client is a project team leading a significant ERP implementation across a 3,000 employee organization.  Over the last six months or so they have been looking very carefully at what their (internal) customers value, and the results they are really there to deliver.  As a result their "go-lives" are customer focused and the departments they work with are partners in ensuring everything goes smoothly.

 

The five questions could be obvious, (see my Monty Python article), but the depth of analysis enables this book to be a real breakthrough framework for many.

Why your 360 appraisal shouldn’t suck!


In various places around the world there are probably more than 20,000 professionals doing some kind of 360 degree performance review that I helped their employers design.  

Obviously, I like multi-rater appraisals.  But, just like the airline employee that is told everyone’s travel woes, I am told all the time about 360 processes that suck. They shouldn’t.




When I hear 360’s aren’t going well I know it’s one of two things:  either there’s something flawed in the process, or the culture of the organization isn’t supportive of candid, constructive feedback.  This article is about what you can do to fix each of these.

A 360 Degree review is when someone gets structured feedback on their performance from the variety of sources  all around them…peers, internal and external customers, their managers, people they have worked with on projects, and their direct reports, just to name a few different groups who can be involved.  Let’s call them the 3Cs:  Customers, Colleagues and Community.  All of these have a vested interest in recognizing the person’s strengths and helping them improve their performance.

Ideally there are only two questions you need to ask:  “What does the person do well?” and “What are the person’s opportunities for improvement?”

That’s it.  Why?  Because the aim of the exercise is to find out what the person does well so we can recognize and reward good behavior, along with what the person could do better so we can help them improve to meet the reasonable expectations of the 3Cs.

Sometimes the raters find it hard to structure their feedback in a way that is specific and relevant.  It can be useful to ask more guided questions to help the feedback be more useful and easy for raters and person being evaluated.  Sometimes an organization will have a leadership model, management competencies, or specific promises that have been made to the 3Cs, (like a “customer service pledge”).  If that’s the case it makes sense to ask specifically if these are things the person is doing well, or if they are examples of things the person can usefully improve.

Basically though it will still come down to two questions: “What does the person do well?” and “What are the person’s opportunities for improvement?”

In terms of process it’s now possible to identify a few things that can make 360s suck.  If  there a bunch of questions that are onerous, intrusive or irrelevant to the raters, then the process sucks.  If it isn’t easy for the person rated to translate the feedback into actionable, meaningful performance improvements, then the process sucks.  If the person being rated is more concerned with the salary, bonus or promotion impacts of the process than the opportunity to meet the reasonable expectations of their customers, colleagues and community, then the process sucks.

The other big problem with many 360 programs is that they are embedded in a culture that doesn’t support candid, constructive feedback.  The most common reason is that they are inappropriately tied to performance and/or salary reviews, so let’s deal with this first.

If I’m designing an ideal performance review there are only two questions I would add to the two 360 review questions.  The first is “How did the person do compared to what they promised to do?”   The answer could be in the form of sales results, budget variations, project milestones or whatever.  The issue is “here’s what you said you would do, and here’s what you actually did”.  If your goals and reviews aren’t that specific they’re probably useless.

Armed with the variance between promised and actual performance you can now sit down with the person to review their results and look at consequences.  First, let’s hear what the person has to say, both about their actual versus promised performance, and about what they think they do well.  Let’s confirm what they think  where we can with the feedback from the 3Cs.  Then let’s talk about opportunities for improvement using the 360 feedback and the person’s own views.

Now it is time to move on to the second question you can add to the 360 input at performance review time: “Is this how you want your career to go, and what can we do about it?”  With input that’s objectively sourced from all around the person, and a respectful consideration of what they want to get out of their job and career, it’s relatively easy to look at what kinds of training, development activities, rewards and recognition will best suit the individual and the organization.

That sounds like a lot of work, but it isn’t and even if it is, it’s worth it.  Lack of effort is one of the biggest problems with 360 feedback or any kind of performance review.  There are few things more debilitating for an employee than knowing there is a great, big review coming up only for it to be a one off event followed by “business as usual”. 

I have seen a lot of carefully thought out review processes undone by the fact that once the feedback has been received the notes, commitments and details go into a drawer.   They don’t get looked at again for twelve months or the next anxiety producing review session.

Another big organizational killer of 360 feedback, (or any kind of performance review), is the tendency to personalize the material.  This takes two forms.  One is where the providers of feedback don’t get confidentiality.  It should always be possible to give and take candid feedback.  It should go without saying that when you solicit feedback anonymously the people providing the feedback should be confident that their input will be kept confidential and there will be no adverse consequences.  Without confidentiality where appropriate the feedback becomes self-serving.

The second kind of personalization that kills feedback is when the input from the raters focuses on the person rated rather than their performance or abilities.  Sometimes people use the review process to “get back” at the person rated, or use the opportunity to make the rated person look worse thinking it makes the rater look better.

 If the process is being run internally the solution for both of these is for someone outside the feedback loop to moderate the input.  This can be done by merging/purging the data so that it doesn’t easily carry identifying material, or by going back to the rater and asking them to be less personal and more performance focused with their comments.

This sort of process moderation is often carried out by functions such as HR or Quality Assurance.  Similarly, HR or the person’s manager should ensure that the person being rated doesn’t take the feedback personally, or disrespect the input by devaluing the people it comes from.  If an external coach or consultant is running the process this is one of their essential functions.

In summary then, here are the keys to ensuring your 360 doesn’t suck: 

•    One questionnaire to the person’s customers, colleagues and community with as few as two questions, or as many as are specific, relevant and easy for raters to handle.
•    Confidentiality for raters.
•    One review at the end of each significant time period, achievement or milestone that adds a comparison of actual and promised performance, identification of what’s going well and what can be improved, and a discussion of career and job development.

•    Feedback formatted in a way that is actionable for the person rated.
•    Developmental 360 feedback separated from salary, bonus or promotion consequences so that the focus is on…development.
•    Accountability placed on the rated person to come up with an action plan, and follow up sessions to ensure that what is promised becomes what is delivered.

A good 360 degree performance review process focuses attention on what matters most for the person to meet the performance expectations of their customers, colleagues and community, and provides a supportive environment for that to happen.  That's what performance reviews should be all about.

The New Global Market: Panel discussion at Carslon School of Management


This is a quick update to the recent panel discussion I participated in at Carlson School of Management. Each of the participants had a unique point of view on The New Global Market, but there was also a lot in common among the four of us.

(L to R: Brett Schockley, David Farrar, James Thomas, Amit Gupta)




Our moderator was Dileep Rao, Ph.D., Carlson School of Management: three-time Outstanding MBA Teacher of the Year; international entrepreneur and author of the book "Bootstrap to Billions."

In his opening remarks Dileep talked about some of the causes of the global economic crisis. Having started us at such a high level of analysis he went on to talk about individuals and how they can best succeed in an international market. Two of his best pieces of advice were "do your passion" and "jump on a trend". If you want to know what some of the trends were that he mentioned you'll have to buy his book!

Amit Gupta
Chairman, Amsum & Ash, Inc

• Co-founder and chairman of TAB India, a Jaipur-based quarrier, processor and marketer of granite, marble, slate and sandstone sold around the world.

Here is the one best piece of advice I took from Amit's talk: "Take a non-business business trip." Amit told us how he has built his business from a standing start to a major global player in the stone business. Whenever he entered a new market he has always invested in a non-business trip first for himself and his key sales people. Although you might think stone is stone, Amit talked about how every market he works in is different. His non--business business trips enable him and his team to understand how each market differs culturally in the way they do business in general, and in his industry in particular.

For example, we think our kitchen industry is pretty advanced in America. I was surprised to hear Amit talk about just how long people in Europe have been working and living with stone in their kitchens. While we think of marble bench tops as the latest things our European colleagues have had stone and marble countertops for hundreds of years. To work in that market you had better be sure you have an open mind and are prepared to see things differently.

Brett Schockley
Vice President of Emerging Products & Technology, Avaya

• Co-founder of Spanlink Communications
• Leads Avaya’s global professional services team for Contact Center and Unified Communications
• MBA, Carlson School of Management

Brett has seen and done amazing things in the IT industry. You might think his presentation would have been all about the technology but in fact one of the first things Brett said to our audience was "invest in relationships". Brett talked about how international business is a lot like local business: you have to add value and you have to be able to demonstrate how you can serve the customer.

Brett also talked ethics and principles. Although many markets vary in their views of what is right and proper, Brett emphasized principles of doing business that he held fast to regardless of the market he was in.

Brett's summary was that at the end of the day it's all about how you get on with your customers, your colleagues and your community.


James Thomas
Vice President of International Sales, Mate Precision Tooling in Anoka

• New sales channels in Mexico, Eastern Europe and Brazil
• Former President of Colder Products International
• MBA Thunderbird-Garvin School of International Management

Jim took a very pragmatic approach. He himself describes his business as putting holes in pieces of metal. He has built an extensive business around the world and a lot of it is based upon finding the right salespeople for the right market. Jim talked about putting effort into finding good salespeople and setting them up with the right tools. One of Jim's key points was that international business is not one market, it's 135 markets or more. You have to market globally, and sell locally. Perhaps not surprisingly, most of the lessons learned that Jim talked about were people lessons.

And then there was me...

Dr. David Farrar
International Business Consultant

• Former head of human resources in Southeast Asia and Global Organization Effectiveness Manager at Cargill.
• Speaker and consulting roles in Australia, Belgium, Germany, Malaysia, South Africa, Singapore, Switzerland, UK and U.S.


This was a really high-powered panel. Each of the previous presenters has built a significant global business and made a real contribution to the local and international business community. Most of my working life has been spent inside organizations. It is only in the last five years that I've worked for myself, built up my own business, and worked on my own behalf with clients here and overseas, although on a much smaller scale than my fellow panelists.

My perspective was a little different, but it had a lot in common with the others. I talked about having to keep an open mind to different ways of doing business, but making sure you stayed true to yourself and your principles. I mentioned some of the tools I have used with my clients, such as the Freedom Scale for understanding how much delegation you can afford to give your international partners, and the Loose/Tight analysis that can help you decide just what principles you need to hold on to and which practices you can afford to let go.

Afterward there were plenty of questions from an enthusiastic audience of sales and marketing professionals, MBA students and budding entrepreneurs. Here's my take on three points I think we all converged on In our answers:

  • Be open to different cultural perspectives
  • Provide value as seen from your customer's point of view
  • Be trustworthy and principled
As we were leaving I noticed something that none of us had commented on, but each of us had taken for granted.

We all talked about getting out there, connecting in person, and building relationships face-to-face. Nothing beats a personal connection, and when you're doing business internationally it's so easy for things to go wrong, and so necessary to have a personal relationship. We all assumed you have to be able to build personal relationships with people. In a modern world full of video conferences, virtual meetings and...blogs...it's nice to think the personal touch is still all important.

Many thanks to Duane Roemmich of Mercuri International, and Roger Hokansen of Predictable Performance for arranging our event, Dileep Rao and the Carlson School of Management for hosting, (check out his book "Bootstrap To Billions"), the audience for their excellent and often challenging questions, and my fellow panelists for their fine contributions.

David to speak at Carlson School of Management


I'm on a panel to speak at the Carlson School of Management next week on "Selling, Marketing and Management Tools In The New Global Market." If you're local and you can come along I'll be glad to look out for you and introduce you around.

 It should be a good evening. They have a great panel of speakers which I'm pleased to have been invited to join. I'm looking forward to hearing what they have to say!


You can find details of the event below and: here.






SMEI Minnesota Presents

The New Global Market

Selling, marketing and management challenges in the new global market
Carlson School of Mgmt 3M Auditorium, Minneapolis
Thursday, April 22, 2010 (4:30 PM - 6:30 PM)

Moderated by Dileep Rao, Ph.D., Carlson School of Management. Three-time Outstanding MBA Teacher of the Year; International entrepreneur and book author, Bootstrap to Billions.

Amit Gupta
Chairman, Amsum & Ash, Inc

• Co-founder and chairman of TAB India, a Jaipur-based quarrier, processor and marketer of granite, marble, slate and sandstone sold around the world.

Brett Schockley
Vice President of Emerging Products & Technology, Avaya

• Co-founder of Spanlink Communications
• Leads Avaya’s global professional services team for Contact Center and Unified Communications
• MBA, Carlson School of Management

James Thomas
Vice President of International Sales, Mate Precision Tooling in Anoka

• New sales channels in Mexico, Eastern Europe and Brazil
• Former President of Colder Products International
• MBA Thunderbird-Garvin School of International Management

Dr. David Farrar
International Business Consultant

• Former head of human resources in Southeast Asia and global effectiveness manager at Cargill.
• Speaker and consulting roles in Australia, Belgium, Germany, Malaysia, South Africa, Singapore, Switzerland, UK and U.S.

This event is FREE


Advance registration is required. If you prefer to register by phone please call 800-999-1414 ext 202.

And you can go to our new Facebook Business Page if you would like to let me know you're coming.

I'll look forward to seeing you!


My work with clients is like the first run of spring!



If you know anything at all about me you probably know I’m a runner. My parents remember me heading out for a run in my neighborhood from the time I was around eleven. At fifteen I got a part time after school job in a supermarket about three miles away, and I would walk home, change, run to work, pack bags and stock shelves until store closing, then run home again.

I’ve been running for a long time. Today my running broke through to a new level and it reminded me of my client work. Here’s how.



This is me just before my first outdoor run of the spring season. It’s a beautiful change of seasons day in Minnesota. The temperature is a relatively balmy 45F but the lakes are still crisp and white with winter’s ice. The trees are still bare yet the snow cover has melted and the first blades of grass are coming through.

I approach my running the way I approach much of my consulting and coaching work.

First, you had better enjoy what you do.

Every now and again I run into a prospective client or an employee in one of my clients who just doesn’t enjoy their work. When I was fifteen I never imagined being able to run a marathon. Now I’m going to be fifty this year and I can’t imagine the sprints and splits I used to do when I was younger. Nevertheless, at each time in my life I’ve matched my expectations to what’s practical and enjoyed the ride. Life’s too short not to enjoy what you do, so a good starting point for everyone is to make sure you love what you’re doing.

So...I enjoy running. I’m heading outdoors for the first time in three or four months when I’ve been avoiding the depths of winter. While it’s been cold and dark I have been running indoors on a treadmill. Since my operation last year I’ve been slowly building back up, grateful that it was probably my fitness that pulled me through the surgery in the first place.

Over the course of winter I have changed my technique quite dramatically. For those of you who are runners, I’ve moved from being a heel strike/toe liftoff runner to a midsole runner. That means I am no longer landing on my heel and rolling forward through my stride until I push off from my toe. Instead, I’m landing on my midfoot and pulling up on my heel to move forward. That’s a very big difference and not at all intuitive, but it’s the way most long distance runners run.

Learning any fundamentally new skill is hard but there are three stages and they apply equally to running or learning a new management competency. The starting point for me was form. First I had to focus on the new way of moving my legs and feet, and I had to practice it over and over until I was doing it right. In the early stage of developing any skill it’s all about technique. I knew getting the motion right from the beginning would mean I had less to “unlearn” as time went on.

The second stage in my transition was range. I started off barely able to maintain my form for more than a few hundred meters. I slowly extended my limit, being able to maintain form for longer and longer. Once I could do that I worked on the other part of my range, the ability to move uphill and down, to maintain my form when I was fresh and when I was tired, and finally, to maintain my form through the whole running repertoire of sprints, jogs and fast walks. All the while I was gradually growing my abilities while still focusing on my technique.


Finally, I could pull it all together and see the effect on my enjoyment, endurance and speed. Speed is the last thing a runner should concentrate on. All things being equal I know I can maintain my form over any distance or type of terrain in front of me. The only thing that varies is the speed and how long it will take. Once I’m thinking about speed I start to see how everything relates together, how little changes here and there improve performance, the fun I get out of my running and how my new technique works successfully across all environments.

Working with businesses and senior executives is exactly the same. First, focus on technique and the few things with the most impact. Second, grow skills and range, developing capacity and confidence. Finally, look at how everything relates and how to maximize results. Focus, Grow, Relate.

I cruised around the lake today at my fastest speed for a couple of years. Excellent. And yes, I really enjoy my work too.

David presents to the Sales and Marketing Executives International

If you are interested in doing business overseas you should come along to this presentation on February 25th. I will be talking about "The Differences That Make A Difference" when it comes to doing business in another culture. I'll cover one attitude, one rule and three tools that will make your overseas experience a lot easier, and you will get to network with a great group of experienced sales and marketing professionals.

Registration details are below:

(Note: This event has now passed. If you attended and you would like a copy of the slides you can access them by clicking here.)






SMEI Minnesota Presents

The Differences that Make A Difference: Cultural Issues In
International Sales & Marketing
Fort Snelling Officer’s Club, Highway 5 and Post Rd, St. Paul
Thursday, February 25, 2010 (7:30 AM - 9:30 AM)


Dr. David Farrar will explore the issues and pitfalls that confront American sales and marketing executives when going international. His experience in global business, with a special emphasis on Asian business, will provide cultural awareness and powerful insights.

Attend this presentation for a pragmatic and humorous session on how to go international and survive in radically different cultures.

Dr. David Farrar, Former Head of Human Resources in SE Asia and Global Organization Effectiveness Manager, Cargill

David studied at the Royal Military College of Australia, (MUR), University of Melbourne, and Northwestern University, (Kellogg Business School). He has degrees in economics and psychology, completed his graduate work with honors, and was accredited as a psychologist in the Commonwealth of Australia.

His speaking and consulting roles have taken him around the world including Australia, Belgium, Germany, Malaysia, South Africa, Singapore, Switzerland, the United Kingdom, and the United States.

He has also been an adjunct and visiting professor at various universities, where he taught classes in Ethics, Leadership and Conflict Management for MBA and other graduate programs. David is the President and CEO of FGRassociates, LLC.

You are receiving this communication as a valued member or subscriber. If you no longer wish to receive email notices about upcoming events, please reply with "unsubscribe SMEI Minnesota" in the subject line. SMEI Minnesota is a chapter of Sales & Marketing Executives International, Inc., the worldwide professional association for sales & marketing. More information at http://www.smeiminnesota.org






An ethical suggestion for the bailout package



Here's a suggestion for the government's upcoming economic bailout package. It won't require special appropriation beyond what congress has already approved; it won't set up bad precedents for the future; and it will encourage the right kind of economic behavior.

Get ethical!

Alex Brigham is the Executive Director of the Ethisphere Institute, a research, rating and media organization designed to develop, drive and reinforce profitable ethical business practices, www.ethisphere.com. In a recent article, (http://foxforum.blogs.foxnews.com/2009/02/08/brigham_obama/), he pointed to the waste in government spending that comes from poorly supervised government contracts that go to people with political connections and lobbying ability rather than those with the best economic outcomes for the public. He estimates that more than 50% of government contractors can't show compliance with even the most basic ethics requirements of the government's contracting laws. If the waste is only 10% of this 50% it still comes to more than $18 billion.

That's a lot of money.

However, it's already the case that companies actively engaged in federal procurement and contracting, particularly those who receive contract awards in excess of $5 million, have to develop and maintain compliance plans, business ethics training, and related internal controls under rules that amend Parts 2, 3 and 52 of the Federal Acquisition Regulations (FAR).

Every organization actively engaged in federal contracting! So the 50% who can't point to their interal controls are out of compliance and shouldn't be receiving federal contracts.

How about if some of the economic bailout money went into investigation and compliance programs. It probably wouldn't cost $18 billion, and with the improved efficiency and ethical compliance it would probably end up being cost neutral if not revenue positive. Even if it wasn't, it would be a positive step toward getting organizations to what they are supposed to be doing anyway.

That would be a good use of the money, and probably one of the better bailout measures.

Of course, if you want to be ahead of the game, you could make sure you have your ethics and compliance program in place, (including
your code of conduct, internally publicized reporting hotline, internal control system that prevents violations of law, periodic reviews, and procedure for self-disclosing of violations). I'm sure you can find a consultant who could help you with that.

You can send me an email by clicking here, or you can share a comment for others to see by clicking on the word "comments" below


Some of our recent feedback

"David and I joined Moore's Australasia businesses at the same time and were part of a business turnaround team charged with transforming the financial and cultural fortunes of a "challenged" collection of companies. 
 
David was a delight to work with, always positive and creative in the most difficult of situations. He is a strong, disciplined and focussed leader who has the great ability to keep the team motivated on getting the job done with a minimum of fuss and drama. A real professional and one of life's genuinely "good guys" :-)" 
Martyn Dadds, SVP Managing Director, continental Europe, RR Donnelley

Top qualities: Great Results, Personable, Creative
“David is a leadership consultant who gets results. I hired David to help with integrating a new leader to our senior team. He listened deeply, provided a customized and relevant program based on our needs, and the outcome was significant. I highly recommend David as a consultant who can add value, while making what he does enjoyable. He is a pleasure to work with, and someone who can bring strategic value to any organization." Kay Whitmore, Vice President, Human Resources at Acadia Insurance Company


Top qualities: Great Results, Personable, High Integrity
“David provided training for my HR team at our recent conference held in Minneapolis. It was certainly a pleasure to work with David from the planning to the day long conference. He helped everyone of us see the big picture of team work within our company, take ownership of making our own individual brand, and did it all with customized material about our company!! David's material was second to none & was concrete, entertaining, usable, and engaging from beginning to end!!” Robyn Salonek, Benefits Analyst at Cardinal Glass Industries, Inc., VP of Programs at Twin Cities Human Resource Association

"David Farrar was so wonderful to work with. We planned several seminars together and David always was approachable and pleasant. He has a rare ability to work successfully with all levels of management and employees. He is very well schooled in his areas of expertise. If I were planning to do a management seminar or workshop, David would definitely be at the top of my list of people to work with." Julie Nekola, former IT Communications Specialist and IT Training Manager, Cargill, currently Owner, Holly & Ivy Christmas Shop LLC

"I found your presentation "spot on." Your platform skills, sense of humor, content and ease working the audience was impressive. Those kudos come from someone who has seen many presenters over 20 years in business." Duane Roemmich, Consultant, Mercuri International, USA Inc.

David has my highest recommendation. He is an active contributor and his work demonstrates skill, knowledge and passion.” Charlotte Woods, Senior Human Resource Business Partner (Div VP HR) at Invensys

Thank you very much for your support during my interviews. The feedback that you gave me ... in early summer was particularly helpful. The STAR framework is indelibly burned on to my brain.” Tom Conn, Account Manager, Network Instruments
 
“David is extremely capable, interpersonally. He can communicate at all levels of business, and to a broad and diverse audience. His proficiency in organizational structure, alignment, alternatives, and effectiveness is second to none. In addition to using these skills to best effect, he is able to demonstrate and teach the value of these skills, to others.” Alistair Jacques , VP Corporate I/T Services , Cargill and now SVP and CIO Ovations at UnitedHealth Group
“David and I were brought together to present a program for the American Meat Institute several years ago. I learned a great deal in working with David as he shared his vast knowledge in the area of Emotional Intelligence and how it related to the development of employees. I am proud to say, that with David's input, the program was a smashing success and we were invited back later to do another session. I can recommend David for every type and level of management development.” Leo Bartlett , Owner , The Bartlett Group, Inc

Top qualities: Personable , Expert , Creative.” Ron Leonhardt, Vice President, Global Human Resources at Smiths Medical

“What a pleasure it has been to know and work with David. Our first encounter was at the Twin Cities Chapter of ASTD when he presented on Emotional Intelligence. His presentation was very well received and rated one of the best. Since then, David joined the Marketing Committee for ASTD-TCC and ultimately stepped into the role of director. His enthusiasm, willingness to dive in and help as well as his creativity all have a positive impact. Most important is David's ability to lead. He builds such strong relationships that everyone he works with wants to do an excellent job in support of his vision.” Bob Cummins
, Director - Marketing , ASTD-TCC and Director of Learning and Development at Land O Lakes.

“Your insights and teaching style were of especially high quality. Thank you for showing our clients the tremendous value of paying close attention to interpersonal dynamics and cultural nuances when doing business outside the US.” Steve Riedel, International Trade Representative, Department of Employment and Economic Development Minnesota Trade Office


"I am a satisfied customer and would like to personally thank David Farrar for his excellent service. I received commuincation, support and advice that exceeded all my expectations. I would not think twice in contacting or recommending you in the future. Thank you for all your help" Joanne Hurst, Cargill, Financial Reporting European Regional Coordinator



“I can’t let another day go by without letting you know how pleased I was with your presentation. Everyone enjoyed it immensely. People were still talking about it the next day…Again, thanks a million and let me know if there is anything or recommendations I can offer. You really made me and the MTA look good.” Moses Dennis, Communications Manager, Minnesota Telecom Alliance

“I just wanted to thank you again for speaking at our Customer Council Event last week. We heard numerous positive comments from our attendees. Your presentation was a "breath of fresh air" and the perfect way to kick off our Monday afternoon.” Christina Sandok, Marketing Programs Manager, SPS Commerce


“I would like to recommend a speaker to you who I had the pleasure of hearing a few weeks ago. Bear in mind that I have sat through hundreds of speakers over the years, this guy was absolutely fantastic!” Carrie Rice, Regulatory Affairs Administrator, HICKORYTECH


“I have known David for a number of years through our connection with the Council of Independent Management Consultants. David's STAR method of evaluating behavior is one of the most insightful approaches I’ve ever come across. Working in security, the insider threat is the most concerning because of the scale of damage that can be done. His insights have helped me identify potential problems and minimize exposures.” Michael Janes, Owner, Cyber Guard Dog


“Thanks so much for once again facilitating the board of directors' retreat. You have a way of putting everyone at ease and helping people to draw conclusions and create action plans. The board reacted with a positive enthusiasm that will carry them forward to do the tough job ahead. It's always a pleasure to work with you!” Dianne T. Hennes, Ed.D., Principal and Co-Founder, HBH Associates


“I worked with David on two projects. David's knowledge and dedication to the job are among his best qualities. Where David's skills really shine are his presentations and his insightfulness into the human equation of people to people skills. David in our first consultation completely changed the way I do business.” Neal McMahon, President, Gippy’s Internet Solutions


“I've worked with David for 5 years as a colleague but for different organizations. He performs quality work to a high standard in the areas of senior management coaching, complex problem solving involving multiple stakeholders, and project management. David projects a professional and engaging demeanor and is a skilled facilitator.” Ben Redshaw, Human Resources Director, Europe, Travelers


“David, [you did an] outstanding job at the MN HRP Association meeting on Emotional Intelligence (EI) training. Not only did you provide helpful information, the materials added to the tool box of busy executives. It was engaging, and spiced with dashes of humor and wonderful interactive features.” Barbara Milon, Executive Director, Phyllis Wheatley Community Center


“Thanks very much for the assessment results you sent me. I appreciate very much the service you do in spite of the distance between our work place.” Ed Martinez, San Miguel Foods and Beverage International Ltd., Philippines


“David is a well networked professional who is always willing to lend a helping hand. David provided me with many resources when I was planning a professional development event for HRP-MN and his professionalism and knowledge were greatly appreciated!”
Brent Reichow, Business Development Manager / Recruitment Strategy Consultant, Rada Advertising, Inc

“I highly recommend David. His approach to helping set a planning strategy for a Board of Directors I'm on has been very insightful.” Jason Inskeep, President, Adoska, Inc


“I really enjoyed the learning from that session. The information was presented in a very pleasant, user friendly format. I was very surprised that the follow-up on your presentation was so thorough and personalized. What an excellent service you provide.” Maxine Pegors, Former President, Human Resources Professionals of Minnesota


“I wanted to thank you for this evening. You made [our] event a success. It was great to see the support through attendance. You did a great job with the time constraint and I would guess everyone walked away with something.” Mary Christensen, Principal, Experienced Resources, LLC


“His assessment was spot on with me and helped me a lot.” Donna Ploof, Snr Account Executive, RHR Information Services, Inc


"
You did an outstanding job of presenting the material in an easy to understand way and keeping us engaged the entire time. Hats off to you." Deborah Rogers, Rogers Choice Strategies

“Thanks for sharing these tools, David.” Jamie Anding, OD Manager, Motorola Inc


What makes these testimonials special? Trust
I am deeply appreciative of the positive feedback these people have provided. I always emphasize with clients that trust is the essential ingredient in any relationship. These people have been good enough to give me their trust with their business: Trust that I am capable; Trust that I am reliable; Trust that I am open in everything I do, and Trust that I will do whatever I can in a principled way to satisfy their business needs.

Sincerely,
David
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Better than "just touching base"

One of the first things I try to do with almost any client who wants to improve their business relationships is check up on how they check in. I often hear they try to keep in touch with their colleagues, clients, and prospects by regularly “touching base.”

There is a better way. When I worked on the other side of the desk the calls I received that were the most difficult were from consultants who were “just touching base”. It probably felt as uncomfortable for them as it did for me. People regularly tell me how unsuccessful this strategy is for them, and they wonder why they are not connecting with their colleagues or clients as often as they would like. One of the reasons that it rarely works is because it puts the onus on the person called to come up with a purpose for the call, instead of the caller having something specific and sincere to discuss. It can also come off as disrespectful, as if it’s OK to interrupt without a clear purpose. At its worst it can sound like a chore to be checked off before moving on.

The better way to connect with the other person is to make sure you show your empathy for them. As one of my colleagues used to say “nobody cares how much you know until they know how much you care.” Empathy is demonstrating an interest and understanding of someone else’s situation. It includes their emotional and physical feelings as well as what’s going on with them at the moment. Empathy is that sense of shared experience during which we bond with others. Humans are wired to respond positively to people who empathize.

To show empathy you have to start where the other person is, so never call to “just touch base”. Ask how the recent changes in their company are affecting them. Ask how they enjoyed the conference you both went to. Ask how the implementation program is going. Ask how their project is going. In fact, it’s hard to go wrong if you start with them and focus on how they are. And when they tell you how they are, demonstrate your interest and desire to understand. Maybe they will ask a question you can answer, or express a need you can fill, or offer you an opportunity to lend a hand. You will be surprised at the openings you uncover to do some good for both of you.

Practice makes perfect, and like most aspects of emotional intelligence, demonstrating empathy is highly learnable. It is important to be respectful of the time and privacy of other people, so be purposeful about how often you check in, and make sure to be specific and sincere. Empathy is probably the most important of all the social skills. I very rarely hear anyone complain of someone taking too much interest in their wellbeing.

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I hate my elevator speech

And I probably hate yours too! Don’t get me wrong, I have nothing personal against you, or the way you sound, or even your profession. Most elevator speeches are dull because someone told the speaker to cram everything they do in to the time it would an elevator to travel a couple of floors. By definition it becomes generic and banal. There is a better way.

The “SPIKEY” example

At a recent business networking event I attended one of the attendees ignored the usual request to give us his elevator speech. Instead, he told us an example of how he had recently helped a customer. He supplies backup computer systems to busy professionals, and one of his clients lost their laptop on the way to presenting at a conference in San Francisco. The client called from the airport, and before they had even landed the consultant had configured a laptop with a mirror image of the lost hard drive, couriered it to the client’s hotel, and locked out the old laptop’s configurations so a thief couldn’t use it to access sensitive data.

I remembered that much better than I remembered almost any elevator speech I’ve heard. It was SPIKEY.

  • Simple: It took a couple moments to tell.
  • Powerful: Everything worked; nothing was left out.
  • Interesting: My curiosity was aroused. You can create a mirror image of a laptop that quickly?
  • unexpeKted: Locking out the lost laptop was a novel twist I didn’t expect.
  • Emotional: People respond to emotions. I felt for the client boarding a plane without a presentation to give at the other end.
  • Yes stories: You want your examples to stick because they are successful.

Create a SPIKEY example and use it to replace your elevator speech. It won’t tell prospects everything about you, but it will make you memorable, and it may interest them enough to ask.


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Working with consultants

Have you been involved in a consulting project or business change that just doesn’t get off the ground, or worse still, absorbs a lot of time, money and energy and doesn’t deliver the promised results? There are three essential steps to making the relationship work: Focus, Grow and Relate!






Focus On The Few Things That Make The Most Impact.
  • Start With The Expected Results: A commitment is often in terms of “deliverables”, not results. Define success in terms of outcomes, and hold change agents accountable for results, not activities.
  • Identify the Appetite For Change: Time, money and energy are limited resources in every organization. Consultants and clients should work together to identify which changes will be acceptable and how many resources can be devoted to the project.
  • Fast Track Attack: Identify the few significant things that will make the most impact with the least cost in the quickest time. If these “fast track attack” items are a priority they can drive the project and serve as a platform from which to launch other changes.
Grow Skills And Leverage Resources.
  • Build The Evaluation In At The Beginning: It follows that if you start with the outcomes, the measures of success are the results for the business. Progress reports, deliverables and project meetings are only useful as far as they keep the project focused on the outcomes.
  • Measures can be quantitative and qualitative so long as they are objective and meaningful. There should be a clear line-of-sight from every measure to defined business results.
  • Have A Clear Expression Of Value: For the results to happen they have to be connected to the business in a meaningful way. Express results as time, money or well-being in a way that justifies the investment.
  • Leverage Resources For The Most Impact: Clients and organizations turn to consultants for one of two reasons. They want to outsource a specific expertise or activity, or they want to grow the expertise or ability themselves. Either way, the best approach is to use the client’s assets wherever it makes sense: grow their capabilities, be economical with their resources and save the consultant’s effort for where it will have the most positive effect
  • Engage Everyone To Bring Their Time, Talent and Trust: Clients want to feel part of the solution. Involve them in creating the solution and implementation and they will “own” the results and work with you to make them succeed. When clients are involved they add their skills and knowledge to your own, multiplying the chances of success.
  • Measure The Investment And The Outcomes On Value: Charging by the hour or by the activity is a conflict of interest. Clients do not want to pay for activity, only results. Consultants should not make more if they take longer or use more resources than necessary. An appropriate fee should be in proportion to the value the client will get from the project and the market for the solution. A value-based fee puts a cap on the cost of the project, ensures there is never a “meter running”, and motivates the consultant to do whatever work is reasonably necessary to get the job done.
Relate Results to a Supportive Network of People, Objectives and Behaviors.
  • Surround Yourself With The Right People: An acceptable level of thinking skills and the right technical skills are only the “price of admission” to getting the job done. At least as important is the ability to create and build positive relationships with customers and co-workers to understand their needs, articulate your needs, and make progress toward achieving common goals.
  • Work Side-By-Side: Projects traditionally involve a “needs identification” stage, a “proposal”, analysis, recommendations and finally a hand-over to begin “implementation.” Every change of accountability provides another opportunity for confusion, mistakes and loss of focus. The traditional approach is wrong. Consultants and clients should work together throughout the process sharing responsibility and resources for the best results. Shared effort produces more satisfaction with the product.
  • Make Everything Actionable and Meaningful: At the end of the day what counts is that the client can use the work, own the solution and make a difference.
Trust Is the Key

The interaction between the consultant and the client has to be one of mutual respect. The client needs to have trust in the credibility, commitment and candor of the consultant. The consultant needs to be invested in the achievement and well-being of the client. The essential ingredient is the client’s trust that the consultant has their best interests at heart, and an ability to make their success possible.

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Collaborative consulting


I often find myself working with other consultants, sharing a project with another business, or even finding a way to work with a client who wants me to have "skin in the game". No-one wants to get into the area of recording time-sheets or accounting for each and every hour of our time. Isn’t that why a lot of us left the cubicle farms? Here’s how I manage a fair share of revenues that gives everyone a stake in developing the business together.

We agree we will calculate our proposed fees and divide the revenue by using a "rule of thirds". First, I deduct costs, and 10% that goes to whichever firm is doing the invoicing. Then I divide the revenue into thirds: 1/3 Selling and Lead management; 1/3 Customization and Configuration; and 1/3 Execution and Implementation. Within each
third I divide the revenue up roughly according to the time put in by each person. Each partnership is really a "joint venture" on each customer project.

For this to work each person needs to have complementary skills and a similar work ethic. Trust is essential.

Here is an example working with a consultant identifying new prospects and implementing consulting solutions.

· Together we determine $30,000 is an appropriate fee in proportion to the value for the client and the market for the solution. We assign the revenue to three areas: 1/3 Selling and Lead management; 1/3 Design and Development; and 1/3 Execution and Implementation. Within each third we share the revenue according to the approximate time put in by each of us.

· Let’s say my involvement is focused on the sales and marketing, and I contribute about half of the s&m effort. I have little or no involvement in design and I don’t do any implementation.

·My reward for a successful sale would be $5,000

I think this is very fair. I have always been prepared to adjust or tweak the arrangement if we think something else would look fairer. However, the final outcome looks a lot like the 10-15% “spotter’s fees” that some consultants use, while it establishes a principle that can be used for any future collaboration. I have used the same formula where I have provided a sales opportunity to a trusted colleague from my network and we have shared in the execution and implementation of the final service.

Of course, revenue sharing is irrelevant if the other person is providing me with a defined fee for service which I'm passing through to the client. Revenue sharing arises from shared effort and shared risk.

If it looks like the project will be an ongoing engagement with the client I put a twelve month cap on revenue sharing. I always offer to share revenue like this on any potential project where there is shared risk, and I use the “rule of thirds” as a simple way of discussing how to share the reward.

Much simpler than time sheets.


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