Service Minded

Debra Helwig on Marketing & Leadership in Professional Services

Your New Busy Season Mantra: Just Take the Darn Call

Posted by debrahelwig on February 2, 2010

Have you met Sparky Firepants?

If not, you should.

Mr. Pants (aka David Billings) is a darn brilliant graphic designer and an equally brilliant wordsmith.  On his blog, he’s got a lot to say about the business of making art.  Which, by chance, happens to say a lot about the business of doing good business. Which, in turn, directly applies to all of us folks toiling away in the accounting and legal sphere.

This week, he’s penned two thoughtful (and very helpful) posts – Why I’ll Never Say I’m Booked, and Why I Said Not to Say “Booked”.  The gist – it’s never a great idea to just hang a sign on your (locked) door that says “Sorry, Can’t Help You Now,” no matter how busy you are.  No matter if tax returns are stacked in mountains threatening to collapse on your head. No matter if your email box passed overflowing two hours ago and your iPhone is starting to smoke.

Just. Take. The. Darn. Call.

I can’t think of a more important message for accounting folks to hear at the beginning of Busy Season. (And all you lawyers out there, you listen up too – sometime your case load will reach tilt-tilt-tilt overload and all of this will apply to you too.)

Here’s a short excerpt:

There’s a big difference between announcing to the world, “I’m booked” and turning down a project after you’ve heard the deadline. Saying, “I’m booked” is locking your door until August. Then what? You open the door, peer out and wonder aloud, “Where did everybody go? I’m ready now. Heeeeyyyyyyyyy!”

What does it cost to listen? How much time does it take to let someone in your shop (figuratively speaking) and ask you for help?

Yep, Mr. Pants nails it, 100%. You should read both posts this minute and take them to heart. Because here’s the bottom line: the thing that kills relationships – especially professional services relationships – is insufficient communication.

When I tweeted Mr. Pants’ post earlier today, I got a great response from Dennis Howlett (@dahowlett), a guy who knows whereof he speaks, with 10 years under his belt as an accounting firm partner and a long IT consulting career after that:

“The biggest source of ‘pissed offness’ is NOT to speak with clients, however busy you are. A 2-5 minute call does wonders.”

Hallelujah! You bet it does. Because it’s about respect. And decency. And the kindness to say, “I hear you, and what you need matters to me.”  Nothing elaborate. Not an hour long “how’s your great-grandmother’s butler-in-law these days?” coffee clatch. Just acknowledgement, and a promise to follow up or a helpful referral. Even if you say, “Sorry, my schedule is full, but here are some other options for you,” you will have acknowledged that client’s need. You’ll have shown that you care.

And “I care” does a heck of a lot more to build and cement relationships than (indifferent) silence.

So take your calls. Return your calls, every day. Especially when you’re busy.  Do it quickly and with all the empathy you can muster.

It’s the best way I can think of to ensure that your post-Busy Season will be, well….busy.

Photo by Mr. ATM (license).

Posted in Accounting, Attitudes, Busy Season, Law, Leadership, Professional Services, Relationship Building, service | Tagged: , , , , , , , , , , , | 2 Comments »

Out of Sight, Out of Mind

Posted by debrahelwig on January 13, 2010

Did you miss me?

No, really, did you?

Hurrah if you did (you make me blush)….but my bet is you’re so busy you never even noticed that I’d stopped posting to this blog for the last two months.

The stopping part wasn’t on purpose, mind you. A freakish set of health issues and work crises conspired to make every second of my available time disappear from November to now. But I’m grateful to say things are better, and I’m back on station to to share and discuss ideas with you.

SO – now you know where I’ve been, back to the question at hand.

Did you miss me?

The answer isn’t about my ego. It’s important because your reaction to my absence proves a point that’s applicable for your professional services career.

When you lose regular contact with the people you do business with, EVEN PEOPLE WHO LIKE AND CARE ABOUT YOU, you very well may drop out of their scope.

People like important clients. Referral sources. Heck, even good friends.

The old saw “Out of sight, out of mind” is a very real thing.

It’s not that people don’t care. They’re busy. According to studies, busier than ever before. And stressed to boot.

If we don’t make the effort to stay in touch, even (maybe especially) when we’re busy and overcome with crises, the likelihood is the important people in our lives won’t remember to either.

And when the moment arrives when it would be beneficial to reconnect….well, it’s awkward. Difficult. Easy to postpone. So we don’t.

And if we don’t – the potential for lost opportunities is infinite.

In my case, I’d have been much better off if I’d written a quick post every couple of weeks. Nothing earth-shattering, just a little placeholder note to the blogosphere to keep the connection open. For you, it might be sending a greeting card with a quick two-line note to a favorite client. A three word email (“Thinking of you!”) to a friend you haven’t talked with in a while. A forwarded article, or maybe a five minute phone call with a referral source you’ve neglected.

Even the smallest gesture can make a difference.

Sure, there are times when life happens. When we lose contact with important people. When we stop blogging, or emailing, or calling for real, honest reasons. And it’s hard to get started up again. Reconnecting is awkward. What do you say? How do you explain why you didn’t call or write or blog? It feels icky – at first. But, trust me, the benefits from the connections we reforge infinitely outweigh the discomfort of our avoidance.

For all you accountants out there, Busy Season is coming. Getting intentional now and making a firm commitment to stay in touch with the important people in your life and career, before your schedule swerves out of control, will go a long way toward keeping you TOP of mind, instead of OUT of mind, when April 15th rolls around.

As for me, watch this space. I’ll be hanging around here regularly from now on.

Photo by helgasms! (license).

Posted in Attitudes, Busy Season, Networking, Professional Services, Relationship Building | Tagged: , , , , , , , , , | 4 Comments »

The Teaching Moment: Relationship Builder or Dealbreaker?

Posted by debrahelwig on November 9, 2009

peach jamOne of my guilty pleasures in life is making homemade jam.

Few things make me happier than spending hours chopping and dicing peaches or strawberries, then stirring and stirring that boiling pot of fruit and sugar until the smell fills the whole house. Oh, the simple beauty of those little gemlike jars of goodness lined up in perfect order on the countertop. Bliss. Unadulterated, yummy, creative bliss.

But teaching a group of my friends how to do it, one summer a while back? Um. Wow. Huge lack of bliss there.

Important point – it wasn’t their fault. All my friends are plenty smart. And they showed up on time that day, with the right equipment, ready to learn. But when I worked with them, my usual bliss experiment wasn’t so blissful. It was work. Hard work. None of us had any fun at all. I was so disappointed – but at that moment, I couldn’t for the life of me figure out why things went wrong.

Then, just recently, I read these two beautiful little tweets from @carl_ingalls:

When you teach or advise, let people discover things. Don’t tell them all the answers.

and

When people discover an answer, the knowledge becomes theirs.

AHHHHHH.

Reading those tweets made me think about my jam problem on that afternoon so long ago. And I realized something pretty embarrassing.

That fateful day, from the minute my friends set their bags of peaches on the counter, I’d told every single one of them exactly what to do without telling them why. I’d said super lofty (and, dangit, super stupid) things like “No! What are you doing?,” usually followed by snatching the spoon out of someone’s hand and completing the task myself.

How utterly asenine of me.

So WHAT if there had been a lot of questions, a lot of false starts, a lot of mistakes? We could have laughed about them. It might have made us closer, a real “remember when” event. We might still have been laughing about it – over a jar of  THEIR homemade jam – 20 years from now.

But nooooo. I was a lot more worried about looking smart and being the expert than having fun and building on my relationships. And I lost an opportunity. A big one.  You can bet none of them wanted me to teach them anything for quite a while after that. Fortunately, they’ve forgiven me since. But they’re good friends and I’m a lucky gal.

Now, my question to you:

Are you making my “jam” mistake in your business relationships?

Are you more concerned with showing off your impressive credentials and sharing your hard-earned expertise than understanding what your clients and potential clients want to know?

Every time you come into contact with a client or potential client, you have the opportunity to help them grow. To build a relationship. To lead them to new knowledge without preaching at them. To be helpful without needing to look smart. Are you taking advantage of those opportunities? Or are you wasting your time just snatching the spoon away, so you can show them what an expert you are?

Your clients might not be as gracious as my friends are. There’s no promising they’ll give you a second chance.

These days, I’m a lot more mindful about how I share what I know. And the difference in all my relationships – both professional and personal – is astounding.

How can you use your knowledge to build and strengthen relationships with the people who need your advice?

Photo by Kfergos (license)

Posted in Accounting, Attitudes, Business Development, Law, Networking, Professional Services, Relationship Building | Tagged: , , , , , , | 3 Comments »

Doing Great Work Should Not Equal “Be Boring”

Posted by debrahelwig on November 2, 2009

Different_pencilA few months back, I read a post by Michelle Golden about the fact that a creative and edgy approach to business attracts clients.

She is sooooo right.

With startling regularity, I meet people who do really interesting things for a living. People like my chiropractor, who studied with the Maharishi Mahesh Yogi (yeah, the Beatles guru guy, that guy), or my neighbor who owns a balloon delivery business and leaves for work in a gorilla suit almost every Saturday. Or the gal who’s making a killing running a full-service day spa for dogs.

No matter what their line of work, these quirky, interesting people have one big thing in common. When I ask them, “Why did you choose THIS job,” almost all of them say, “I just couldn’t imagine doing something boring – like being an accountant, you know, or a lawyer.”

As if a professional services job is the most dull, lifeless, autonomic career in the entire universe.

Huh. I want to shout, “Buddy, you don’t know the accountants and lawyers I know!”

But maybe that’s the point.

Somewhere back in the mists of time, someone decided that accountants and lawyers shouldn’t present themselves to the world as quirky and interesting. I’m not sure who started the conspiracy. But whatever the cause, far too many firms succumbed (and STILL succumb) to the “me too” boring-itis of navy blue logos, bland Web sites, and marketing copy full of generic speak about “quality service”. For now, the professional services firms who choose to take a more personal, more creative approach to business are still the exception rather than the norm.

That shouldn’t be true. It doesn’t have to be true.

Social media gives you a seriously easy path to show a new, more personal way of doing business – one that’s a heck of a lot more fun. If you want to see how it can work, check out the people Michelle mentioned in her post: Valorem Law Group, MoFo, and Choate. And if Michelle’s list wasn’t enough to convince you, try these on for size:

Kelly Phillips Erb (TaxGirl) – Arguably one of the funniest and best tweeters in the legal profession, TaxGirl’s blog is also full of great repartee. Her site says it all: “Why Taxgirl? Because paying taxes is painful… but reading about them shouldn’t be.”

Steven Zelin – Tax accountant Steven Zelin isn’t just your average tax guy – he’s also The Singing CPA.

Jay Shepherd – Author of the top-rated Gruntled Employees blog and a witty tweeter, Jay’s work shows you that his firm definitely isn’t your run of the mill employment law firm.

Scott Heintzelman* – Scott’s Exuberant Accountant blog and his tweets put a face on “Servant Leadership” and provide a great introduction to him and to the values of his firm. Scott’s not zany – just real – and that’s an edge a lot of firms could use.

Paul Neiffer – On his FarmCPAToday blog, Paul talks to his clients in a personal way, in a language they understand. You won’t find a better example of a niche blog anywhere.

Stephen L. Snyder – This guy is a high powered litigator with major wins under his belt – and a massive sense of humor, as evidenced by his “Snyderman” videos. (Hat tip to Legal Blog Watch for introducing me to Snyderman.)

Notice – these are all high-quality professionals doing high quality work. Just like you. But they’re getting loads of attention (and business, by the way) from their commitment to showing the world not just what their firms can do, but who they are, why they are, and why it matters.

Not one of them is doing something you and your firm can’t do.

All it takes is the decision that being a professional services person doesn’t have to be cookie cutter. Or boring. It’s not a sin to show a little personality in your work – even if it does involve spreadsheets or legal briefs.

How can you and your firm show more creative spark?

Photo by Mommyof4Ruggies (license).
*In the interest of disclosure, Scott Heintzelman’s firm, McKonly & Asbury, is a member firm of my employer, IGAF Worldwide.


Posted in Accounting, Attitudes, Business Development, Law, Leadership, Marketing, Networking, Professional Services, Relationship Building, Uncategorized | Tagged: , , , , , , , , , , , | 3 Comments »

The Need for Speed

Posted by debrahelwig on September 29, 2009

speed demonWow, what a week this has been – and it’s only Tuesday.

My “Debra blew it” factor over the past few days has been a lot higher than normal.  I’ve missed some important stuff. Doing the octopus eight-arm dance of panic, I dialed in late to a super important conference call. I then followed up that bit of brilliance with a typo in an important email. Ai yi yi.

None of this is like me.  And it feels pretty crummy. But I take a tiny bit of comfort in the fact I’m not alone.  The number of blog posts I’ve seen about “mistakes” and “saying sorry” from super smart folks like Chris Brogan and Dianna Huff and the folks at Twitter has been growing by leaps and bounds.

What the heck is going on here?

It’s insidious. It’s ugly. It’s the need for speed.

The darkest downside of the “always on” Internet/Social Media revolution is that we can do stuff a whole lot faster than ever.  We can communicate in nanoseconds. Who needs a well crafted letter to express pleasure (or ire)?  We can tell people exactly what we think in 140 characters, faster than we can even dial a phone.

And because we CAN, we think we HAVE TO. And because we think we HAVE TO, we DO, and then people EXPECT US TO. It’s a vicious cycle.

What happens when we go too fast?

We do dumb stuff. Mistakes, mistakes, mistakes. Yes, they happen. But they happen a lot more when we’re playing whac-a-mole. A recent Stanford University research report showed that using multiple media tools at once resulted in “broad based incompetence…where people are worse at focusing their attention, worse at organizing information, and worse at quickly switching between tasks.” Yikes.

We are inadequately grateful. In the past, good manners taught us to respond to benefactors in a gracious way. No longer. Think about the number of times this week that you responded to the kindness of friends and colleagues with a hasty “gee thanks!” via email or Twitter – or didn’t respond at all, thinking you’d write a longer email when you had the time. The pressure of the clock is dumbing down our interactions; our days seem more fraught with crises and less full of graces.

We spill the beans.
Dianna Huff tells the story of a lawyer who lost a case because she was overheard talking about it on a cell phone in public. A snarky Facebook post or Tweet in the wrong place or at the wrong time can be a shot heard round the world.  If you’re moving too fast and not thinking hard enough about what you’re saying to whom, you can deep-six yourself as fast as you can type.

None of these things are on purpose. But expectations are high, and the economy is tight, and who can afford to say no to anything our clients or colleagues ask us to do?  So we cram our schedules overfull and assume that technology will help us get everything done in the right order.  We add more tools and pop-up reminders and leave messages for ourselves on our cell phones. We make a to do list to control our multiple to-do lists.

And none of it works.

Especially in professional services, where a single mistake can be the kiss of death. Auditors can’t screw up. Ever. Lawyers, blow it and your client lands in jail or a deal goes bad. Marketers, make a mistake in a firm’s brand campaign, and decades of client loyalty unravel.

Often, quicker just isn’t better.

I’ve done some serious thinking and research on this, and I think I’ve found a way to stop the madness. Leo Babauta of Zen Habits calls it single taskinggetting intentional.

This week, I’m going to take a diligent and critical look at who is making demands on my time. Who are the clients or supervisors who constantly send work in crisis mode? What are the triggers that ignite the firestorms in my workplace? How can I re-align people’s expectations? I plan to get real about urgent versus important versus habitual (we ask for it fast because we can, not because we need to), and prioritize accordingly.

I’m going to make space to do my work WELL, not just quickly.

Going against the public grain – shutting down the speed demons (both real and internal) who constantly up the ante – takes a lot of chutzpah. But making a considered effort to get off the fast track, concentrating on one thing at a time, and saying no to unreasonable demands may do more than aid my sanity. It may work wonders on my career. And I bet it could do yours some good as well.

Who wants to join me? What can you do to silence your inner speed demon?

Photo by nahkahousu (license).

Posted in Attitudes, Leadership, Relationship Building, service | Tagged: , , , , , , , , , | 6 Comments »

Lingo Bingo: Why Being a Good Interpreter Matters More than Your Technical Skills

Posted by debrahelwig on September 17, 2009

Lingo Want a wake-up-call about how to attract great clients? Have I got a story for you.

Last year, when my husband’s birthday rolled around, I casually asked about what he needed for his beloved woodworking hobby. “A stacked dado, probably,” he replied.

Oh, boy. Stacked day-dough. What the heck is that? Since I was being sneaky, I couldn’t ask. No problem. I’d go to a woodworking place and they’d know.

I started at the most exclusive woodworking specialty store in our area – upscale, smelling of lemon oil and cedar, full of expensive toys. Conversations about things I didn’t understand buzzed around me. Intimidated, I sidled up to the counter between two customers debating arcane aspects of rotary sanders and asked, “I need to buy a … stacked day-dough?” The clerk waved me over to a wall of – stuff. To an experienced eye, it was probably a cinch to see what I needed. But to me, it was a giant wall of metal pointy things. The clerk didn’t notice. The air in the room was definitely, “If you have to ask, you don’t belong here.” I left.

My next stop was a big box store. The orange one. The huge racks and displays were even more intimidating. But this time, the clerk made all the difference. My questioning, “Day-dough?” was met by a smile. “Ma’am, you have absolutely no understanding of what you’re asking for, do you?” he said. “NO,” I replied in relief.

So, for the next 10 or 15 minutes, this kind man asked questions. LOTS of questions that I did understand. What kind of work my husband did. How often he did it. Who he did it for. And at the same time, I got a kick-in-the-pants introduction to table saws and saw blades (including stacked dadoes). I bought what I needed. But – the much more important thing is – I felt great about it. I felt like this man cared about what my husband needed. He cared about making me look good. He cared about helping me learn something.

And, on B-Day, not only was my husband delighted with the gift, he was thrilled that I could talk to him about it. Hooray, me. Double hooray, big orange sales clerk! Big Box Orange immediately became my home improvement store.

And from that experience, I learned something that applies TIMES TEN in the professional services world: It’s not your skills that set you apart. It’s your ability – and desire – to listen and interpret.

Every industry is full of acronyms and insider-speak that are gibberish to folks on the outside — and accounting and law are worse than most. To a non-accountant, hearing phrases peppered with IRS, A&A, SALT, PCAOB, AICPA, IFRS, and the like sounds like little more than Jabberwocky.

And if they don’t understand in their own context what you’re doing, or why it’s valuable, they’ll go somewhere else.

It’s the same story as my quest for a stacked dado. Most of your potential clients aren’t sure what they need, and they definitely don’t know the ins and outs of how to get it done. Your value as a trusted advisor is greatest when you clearly explain what they need and why, in a language they can understand. A few folks will be impressed if you throw around acronym-laden insider speak, but most will just quietly take their business elsewhere.

At the end of the day, trust is worth more than talent. When you can meet a potential client where they are, understanding their needs and using their lingo to explain what you can do for them, you’re well on the way to a perfect meeting of the minds. And a highly fruitful client experience.

** For a fun (and scary long) list of accounting acronyms, visit http://www.all-acronyms.com/tag/accounting. For law, see http://www.all-acronyms.com/tag/legal.
Photo by zinjixmaggir (license).

Posted in Accounting, Attitudes, Business Development, Networking, Professional Services, Relationship Building, service | Tagged: , , , , , , , | 8 Comments »

A Rock Star Ain’t a Rock Star if the Backup Band Stinks

Posted by debrahelwig on August 20, 2009

rockstarLately, I’ve been having some medical issues. Never fun. Ick, in fact.

So you can imagine how tickled I was when I got a referral to one of the top doctors in the US in my needed specialty. Less than an hour’s drive from home, no less! I thought all my problems were solved. Great care from a brilliant physician, conveniently located. All would be well.

Unfortunately, no.

It’s true, Doctor X is fabulous. She’s brilliant. Top of her game. Amazing diagnostic skills, and even more, a compassionate beside manner. I love her, absolutely I do.

When I can get to her, that is. And there’s the problem.

Surrounding Doctor X is a vortex of apathy and bureaucratic red tape masquerading as an office staff.

It’s simple stuff, too. Things that just don’t happen in a well managed office. Things like:

When I go for an appointment, I sit in an exam room for three to four hours after my scheduled time, waiting to be seen. Inquiries are met with the response, “She’s worth the wait.”

An urgent call to request records is met with a flippant, “We don’t fax records. You have to wait until next Friday and we’ll mail them.” When I ask for other options, the clerk tells me, “I’m sorry, there are no other options.”

Emails sent to the doctor’s listed email address are not acknowledged nor is any response given.

Calls to speak with the nurse often result in a hold time of 30 to 45 minutes – before being put into voice mail. With no apology from the receptionist.

So far, I’ve put up with this insanity because the doctor IS a rock star. Genius in heels and a lab coat, with answers to a lot of my issues. But after my most recent (frustrating) visit, I’ve had just about enough and am starting to look for a new provider.

Because a rock star ain’t a rock star if the backup band stinks.

And there’s the lesson for all of us in professional services. Just like my medical practice has its rock star doctor, you’ve got rock stars in your firm. Truly brilliant minds with real answers for client questions and a passion for helping people.

But if your gatekeepers aren’t doing their jobs, you’re headed for trouble. Not as quickly as you would if your brilliant partners and staff weren’t so incredibly good at what they do. But eventually there will be a breaking point, where the pain of getting to the great provider is greater than the benefit derived from their counsel.

The brilliance of a few great minds simply isn’t enough to keep clients for the long haul.

The true differentiator of a great firm – the thing that keeps clients coming back again and again and referring over and over – is the honest care and sweat equity of a brilliant support staff for your geniuses. A great backup band for your rock stars, helping your clients get the information they need day after day.

With that in mind, how long has it been since you did a top-to-bottom diagnostic on your firm’s client support?

If it’s been a while, I strongly recommend you make a thorough evaluation of all the entry points into your firm. See how easy it is (or isn’t) for your clients to access the people they want to reach. Learn firsthand how happy, genuine, and willing your gatekeepers are to open the way for clients to get what they need.

If everyone in the firm performs brilliantly, from top to bottom, the firm can’t help but succeed.

But it’s up to you to make sure. BEFORE you lose clients who love your work, but hate getting the runaround.

Photo by Dude Crush (license).

Posted in Attitudes, Leadership, Professional Services, Relationship Building, service | Tagged: , , , , , , , , , , , | 2 Comments »

The Power of Space (or, Time to Stop Playing Whac-a-Mole)

Posted by debrahelwig on July 28, 2009

Wack a Mole photoThis past weekend, I got a great lesson in the power of space. And how space can affect your career (and sanity).

Last weekend was my husband’s 30th highschool reunion. And, since he had the civility to graduate in Daytona Beach, Florida, that meant a weekend at the beach. Without the kids. No pressure. No priorities.

Hooray, right? Sign me up!

Or so you’d think.

Instead, I started finding every excuse in the world not to go. The babysitter can’t handle the kids. The dog threw up. I have too much to do at the office. There are dishes and laundry and emails and OH MY GOD I haven’t blogged in 10 days and what about the Web site project and…

I was too overwhelmed to even consider time away.

I’m not unusual, either. Professional services folks everywhere are overburdened. A survey this summer by the Institute of Management Accountants found that “When asked what they need most to be effective leaders, most accountants [29%] said more time.”

I feel your pain. But here’s a truth for you: busy-ness begets busy-ness. And not all busy-ness is good.

Today, it’s easy for professional services work to become what I call a Cosmic Game of Whac-a-Mole. Remember the 1980s arcade game? You had a big mallet and a board full of holes in front of you. As the moles popped out of the holes, you hit them back down. And the faster you were, the faster they got. Never stopping, just hitting and hitting until the game was over.

Does your project list operate that way? How often do you get to work, sit down at your desk, and immediately get buried in mountains of email? Start with meetings at 8 a.m. and never make it to your desk? Take one client file off the pile only to have 10 more added to it? Is the pressure driving you crazy?

That was me. And if it’s you… survey responses aside, you don’t need more time. Or more staff.

You need space. A reflection zone.

I was lucky. When I started down my list of all the reasons I couldn’t take a weekend away, my husband told me to shut up, turned off my PC, and stuffed me in the car. And guess what? I came back energized – with thoughts about how to handle a crisis at the office, blog post ideas, and plans to kill a few projects, start a new one, and move others down the priority list.

Busy-ness begets busy-ness. Space begets sanity.

Even if you can’t find an entire weekend like I had, taking a few minutes daily to reflect can make a difference in your outlook.

Try this: schedule 10 minutes a day on your calendar as a “meeting”. Shut your door, or if you’re in a cubicle, find a private space. Turn off the PC, the iPhone, the BlackBerry, the cell phone. This is think time. Use these moments to ask yourself basic questions about your work, like:

• What are my most important projects right now? Why are they important? Do I really need to be doing all of them, or can I delegate or reprioritize some of them?
• What am I doing that is urgent but not important? How can I reduce or eliminate that kind of work?
• What are the top three things I want to accomplish today? This week? This month?
• What am I doing to engage other people right now, both for business and personal development? Do I like what I’m doing? Could I try something else?
• What meetings do I have this week? How can I reduce the meeting time? If I am meeting too much, is it my colleagues or is it me? And if it’s me, what am I avoiding?

You may not find answers, at least not at first. But making space to ask the questions every day can be transformative all on its own.

If you stop playing Whac-a-Mole – if you give yourself permission not to be busy every moment of the day – you’ll get more done. And you’ll be a lot saner, more effective, and just plain happier in the process.

Where can you create some space in your day?

Photo by jrubinic (license).

Posted in Accounting, Attitudes, Leadership, Networking, Professional Services, Relationship Building, Strategic Planning | Tagged: , , , , , , , , | 5 Comments »

Spreading Your Message: A Lesson from United Breaks Guitars

Posted by debrahelwig on July 9, 2009

presskit5_DavidCarrollI’m utterly fascinated by the latest buzz in marketing and social media circles — musician Dave Carroll and his saga United Breaks Guitars.

If you don’t know the tale, here it is in a nutshell:

United Airlines employees broke Dave’s guitar when he was flying through Chicago. It was clearly the airline’s fault, but even after nine months of jumping through hoops, United still refused to pay Dave’s claim.

Problems like Dave’s are actually a pretty common occurrence with airlines. Luggage gets lost; stuff gets broken. So why is the world paying attention to Dave’s story?

Because Dave wrote a song about it. A really good and funny song. And he posted it to YouTube.

As of this writing, the video has already been viewed over 800,000 times, and the hashtag #united on Twitter is buzzing with praise for the song and strong criticism for the airline. Ouch, United.

The social media pundits out there are shouting that this is proof of the power of Twitter, YouTube, Facebook, and the like. “New power to the people!” They shout.

Well, yes. Sort of.

Thanks to social media, sharing thoughts and ideas on any subject is much easier than it ever was before. But that’s not the only (or the most important) takeaway from the United Breaks Guitars story. The thing we need to remember from Dave Carroll’s success is actually a lot more basic:

Amazingly good content is easy to spread.

If Dave’s song had been boring, or if he’d just posted a tweet or two that said “United broke my guitar and won’t pay up,” I bet you dollars to doughnuts he wouldn’t have gotten very much traction for his message — no matter how many social media channels he employed.

After all, in social media, the downside of access is noise. There’s a lot more out there to see and to read than ever before. And just because you say something on Twitter or put a video on YouTube, it doesn’t mean that anyone is going to pay attention. Your message has to be both worth hearing and presented in a compelling way.

Getting the message out there is the easy part.  It’s expressing yourself amazingly well that’s difficult.

Dave Carroll figured out how to combine talent and channel to make his message stand out. Because social media exists, he captured a bigger audience for his story than he ever could have before. But the reason the story continues to spread is because he tells it so darn well.

How can you be like Dave? Consider all the ways you can improve your messages – and place them appropriately – to get them the attention they deserve.

Like the old Ella Fitzgerald (and later Fun Boy 3/Bananarama) song says:

“It ain’t what you do, it’s the way that you do it – and that’s what gets results.”

Photo: Dave Carroll Music

Posted in Attitudes, Business Development, Marketing, Relationship Building | Tagged: , , , , , , , | 1 Comment »

Swine Flu and Pandemic Panic: A Wake Up Call for Your Business Continuity Plan (And Five Steps to Get You Going)

Posted by debrahelwig on May 4, 2009

swineflu This past week’s outbreak of swine flu (H1N1 virus) has set the world afire. You can’t turn your head, in public or online, without tripping over someone talking about outbreaks and closings and the potential for disaster if this nasty little bug really takes off.

And though (thank goodness) the spread of the illness so far isn’t living up to its media hype, the fact that there’s a panic about it makes sense. Not just because many, many people might get sick, but because a true pandemic could cripple operations for every kind of business imaginable.

Including yours.

Many firms already know this. The tragedy of 9/11, the devastation of Hurricane Katrina, wildfires in California, SARS and more – all of these events sparked waves of business continuity planning throughout our industry.

BUT (and this is a big but) – it’s been a while since the last awfulness. How up to date is your plan? Does it cover all the new ways you’re doing business? What about your completely remote workforce, who might be put out of commission by storms in their area while all is perfect weatherwise at the headquarters location? What if everything is fine in your company, but the factory you’re set up to audit next week is shut down because half the staff has swine flu?

You might want to dust off that old plan (if you ever had one) and think through these eventualities.

And here’s a twist you might not have considered – what are your top clients‘ business contingency plans? If there’s a pandemic or a disaster, how are they going to continue operating, and how might it affect the way you work with them? That’s a level of detail most firms skip – but if you don’t take the steps to find out, you may find yourself in a world of hurt when crisis hits.

So, with that in mind, here are a few items you should take care of right away. This week. Now.

1. Identify your top 10 clients (could be less or many more, depending on the size of your firm and the relative value of the clients’ activity)
2. Contact those clients and ask them about their business continuity plans. Use the swine flu (H1N1) outbreak as the opportunity to begin dialogue.
3. If their plans are insufficient, direct them to resources to help them consider their position, both relative to you and to their suppliers and clients as well. A few resource options are below to give you a start.
4. Using the client’s plan (or lack of plan) as a guideline, build a strategy for how your firm would continue to provide them with service in the event of a disaster or emergency. Ensure that every member of the client service team, from partner to staff, is aware of the parameters of the plan and prepared to implement if necessary.
5. File the plans in an easily accessible place or place(s) – (not just on a PC – what if there is a power outage with no computer access?) and hope you never have to use them.

If you need help putting together a business continuity plan, check out the following links:

http://www.ready.gov/business/plan/index.html
http://www.ready.gov/business/plan/planning.html
http://www2.agilityrecovery.com/resources/events/2/Webinars
http://www.yourwindow.to/business-continuity/contents.htm
http://www.fema.gov/business/bc.shtm
http://www.nfpa.org/assets/files/pdf/nfpa1600.pdf
http://nonprofitrisk.org/tools/business-continuity/intro/1.htm
http://en.bcmpedia.org/wiki/Main_Page

And if you want to track or prepare specifically for swine flu, check out:

http://hbsp.ed10.net/r/GS4D/00YIN/RNJZBB/OHOZ2/D99V5/6C/h

http://www.cdc.gov/h1n1flu/index.htm
http://edition.cnn.com/2009/HEALTH/04/30/ep.swine.flu.questions.answers/index.html

Even if H1N1 swine flu doesn’t live up to the hype, there will be other emergencies. So get ready.

Being prepared for any eventuality is just smart business.

Photo by Archie McPhee Seattle (license).

Posted in Accounting, Leadership, Professional Services, Relationship Building, Strategic Planning | Tagged: , , , , , , | Leave a Comment »