When to avoid reviewing other people’s papers and presentations

When to avoid reviewing other people’s papers and presentations

Most of us review communication for colleagues.

When doing this, the temptation is to dive in and edit the words on the page.

This involves going straight into the detail, fixing typos, changing words and potentially tightening or removing sentences or whole sections.

In other words, it requires you to work bottom-up to iterate in the weeds to hope you find the message.

This is time-consuming and messy, and inevitably leads to more rework and less clarity. It means you contribute to what I call the Chain of Pain. See below.

 

It is also unlikely to drive a fast and effective business outcome.

Here is what I suggest instead.

If you don't know what specific outcome your colleague is shooting for and can't find the main message at a glance …. ‘make like Kissinger'.

He is famous for asking his subordinates the following question before reviewing their work.

“Is this your best work?”.

If yes, great. He'd review it.

If not … he'd ask them to keep working on it before using his time to review.

I hope that helps. More soon.

Kind regards,
Davina

WANT MORE?

Free ‘How to cut rework' MasterClass Monday – Part of Clarity Hub along with weekly in-depth ‘how to' emails, an extensive library of tips, tools, exercises and case studies to lift the quality of your communication.

One month free. Ongoing access is USD25 per month or USD250 per year. Learn more here.

PowerPoint image library – Want to save time preparing complex but attractive PowerPoint concepts? My image library offers 300 cut and paste images. Grab your free sample of 25 or the full 300 images here.

 

How to shorten your communication

How to shorten your communication

Naturally, I want my two new books to be as short as possible, and I've been reflecting on the best way to do that.

It seems to me there are three ways to go about it, one of which is much more effective than the others. Let me explain.

Polish it. I tighten the language and work ‘bottom up' to improve clarity and flow. Shortening comes two ways here. I either tighten the language or improve the synthesis. I have been doing a lot of this, in part with the help of a tool called Hemingway. It's super cheap and I get nothing from sharing it. It's just awesome.

Snip it. Here I go further and cut out chunks that add no value because they repeat or are off topic. This is still a bottom-up strategy, and also one that I have been using with rigour. There comes a point, though, where this isn't enough.

Target it. This is the most effective way to cut. By taking the time at the outset to be hyper clear about the outcome I seek, I change the dynamic three ways.

  • I write less  
  • I know what to cut  
  • I know when to stop iterating and rethink


In working on what I thought was the final version of Elevate, my new book for leaders, I realised that I thought I was at the polish stage. But, I found myself struggling to polish, and frustrated by snipping and moving things around.

This frustration helped me realise I needed to get back on target. The draft wasn't doing what I needed it to do. It wasn't direct enough. It lacked synthesis in some parts and risked losing readers as the flow in one major section wasn't orderly enough.

Although of course disappointing, it is satisfying too. I am pleased to have a clear target to return to.

If you are in the middle of reworking a paper or presentation, where are you at?

Have you thought through what very specific outcome you need? If the draft feels ‘off', what is the best way to fix it? Polish, snip or re-target?

I hope that helps. More next week.

Kind regards,
Davina


On being a ‘human dartboard’…

On being a ‘human dartboard’…

There haven't been many times in my career when I have felt like a ‘human dartboard' but teaching one group of lawyers most certainly felt that way.

In a good way!

There is something fantastic about helping people who are engaged enough to actually test me.

They pretty much litigated every idea I shared with them as a form of sport. Not only was the workshop loaded with fun and banter, they helped me fine tune the quality of my ideas.

This is one of the many things covered in a recent podcast interview on the Investing for Life podcast with Douglas Isles from Platinum Asset Management.

We discuss a diverse range of topics including:

  1. How it all started on an 800-acre potato farm on the Victorian border, before continuing in Adelaide as a teacher
  2. Shifting gears in Hong Kong to join McKinsey and – at one point – across four countries in 12 months with two children under three
  3. Setting up in Australia to establish Clarity First, Clarity Thought Partners and write The So What Strategy.
  4. How I think about professional communication.

This is less serious than most professional podcasts, and one I hope you find enjoyable.

>> Click here to listen or visit Investing for Life on your preferred podcasting app.

More soon.

Kind regards,
Davina

PS – Look out for news about my own communication podcast, Cutting Through, which will start in the coming weeks.

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

Why length doesn’t matter

Why length doesn’t matter

Do you often wish other people's communication was shorter?

Or, perhaps you are asked to shorten yours?

This is a common request that I think is misguided.

Let me explain why.

Stakeholders don't ask you to make your communication shorter because it's hard to read. They ask because it is too hard to read.

So, when you use ‘TLDR' … which for those of you who aren't familiar with this term means ‘To Long, Didn't Read', try this one instead:

THDR – Too Hard, Didn't Read

To see an example and get some more ideas to help you with your communication, watch this recent workshop I ran.

>> Click here to watch

I hope that helps.

Davina

 

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

Why thinking and writing don’t mix

Why thinking and writing don’t mix

I was reminded this week of why thinking and writing don't mix if you want to deliver impact at work.

It's great if you want to keep a journal, write a novel or perhaps some poetry.

But, bear with me.

I do believe writing helps us clarify our thinking.

But I also think writing to think inside a doc or a deck makes for poor business communication.

Communication quality is further reduced by socializing your document with others.


Let me offer three reasons why I believe ‘thinking' into a document leads to cluttered communication that takes far too long to deliver value.

Clarity of messaging is compromised as we seek useful input from others. In today's busy world, messaging must jump off the page the minute someone opens an email, paper or PowerPoint.

Asking stakeholders to review lengthy docs or decks leads to a mess of track changes that focus on the minutiae rather than the substance.

Quality of insight is hard to coalesce into a cohesive argument. If you draft your ideas inside an email, a doc or a deck you will naturally wander all over the place. Your thinking will evolve some here, some there as ideas form. The structure of your story and the quality of your messaging will wander likewise.

Velocity is nearly impossible. By velocity I mean the speed with which you can create your communication, with which your audience can digest it and then make a decision. When my clients skip using a one-page storyline they frequently see at least three problems. They see extensive rework, delayed decisions and lots of last minute scrambling to ‘fix' their docs and decks.

As one CEO said to me recently:

“We chose to introduce your storylining method as it offered a system we could replicate across the business.”
“Iterating 16 times around a Board paper just doesn't make business sense.”
Now I receive a stack of one-pagers and spend 15 minutes reviewing each one before offering substantive feedback to the team.”
“The team then uses this to finesse their messaging before they quickly prepare their documents.”
“Our Board and SLT papers have improved out of sight”.



I hope that helps.

Warmly,
Davina

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

4 ways to know if your message is powerful

4 ways to know if your message is powerful

We talk a lot about the clarity of communication. To me that means how easy it is for a person in our audience to grasp what we are saying.

This is, I suggest, only ground level for powerful business communication.​

The next level is to deliver a high-quality message. By my way of thinking this is a message that is not just clear, but which delivers significant value.

In most situations this requires a good degree of synthesis, and I thought sharing four key questions we ask might help you assess the quality of your own communication.

To test the quality of our messaging, we ask ourselves what level of message we have used.

  1. Level 1 – Is this a piece of data? A piece of data is a fact. For example, '10 widgets'. This is not a message, but rather a stand alone piece of information.
  2. Level 2 – Is this a topic? A topic is a category, eg ‘Options'. This explains what you are discussing, but not what you are saying. On its own, it is not a quality message.
  3. Level 3 – Is this a summary? A summary is useful when explaining what you found in some analysis. For example: “We sold 10 widgets more last week than we have sold over the past year”. It is an observation and tells you what your data set ‘says'.
  4. Level 4 – Is this a powerful message? A powerful message delivers the most value of any. It synthesises, which means it draws an inference from the information and says what it means. It involves taking a risk and is where the value lies.

I encourage you to review the three most recent pieces of communication you have prepared and assess what level your communication was at.

If you find very few level 4 messages ask yourself why and see if you can level them up in your next piece.

I hope that helps and look forward to bringing you more next week.

Davina

 

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

How to get people to read AND reply quickly to your emails?

How to get people to read AND reply quickly to your emails?

I realise in some ways emails seem a bit basic, or even hum drum. We receive tens if not hundreds daily.

And, if we are honest, we read them quite selectively. How many unopened emails are lurking in the bottom of your inbox?

So, if we are selective … so are the people who receive emails from us.

Tricky!

How do we make sure our audiences read and reply with what we need from them quickly? Here are three ideas to help:

#1 – Say something useful. Basic, I know, but often not so.
#2 – Use simple visual formatting so your message is easy to find
#2 – Insert tables, screenshots and other images with care.

Let me unpack each of those for you.

Say something useful. How many emails are never opened and not missed?

To be useful, think super carefully about your purpose and make sure you are adding value to your recipients before you hit send. In particular,

  • Think twice if your purpose is ‘so they know what is going on'. Ask yourself WHY they need to know what is going on? What will they do with that information? Do they really need to know?
  • Minimise the number of people you CC. If your recipients receive loads of emails from you, important ones won't stand out.

Use simple visual formatting so your message is easy to find. I am shocked at how often I brace myself to read emails that appear in my inbox. Here are three tips to reduce this shock for your recipients:

  • Include plenty of white space. You will note that in this and other emails from me, I allow white space before and after sections and in particular around my (usually bolded) main message.
  • Avoid underline. It clutters the page and makes the words hard to read, even though it does draw your eye to the line itself (but not to the word).
  • Only highlight the key message unless your email is long. If long, highlight the top line supporting points as I have done here.

Insert tables, screenshots and other images with care. A great example of this came across my desk this week, which in part stimulated this post.

My client offered about six screenshots along with five lines of text to explain her problem. However, she inserted the text in between the screenshots, which rendered them invisible.

To avoid that happening to you, I suggest keeping tables, screenshots and other images to the end of your email.

The only exception is where there is just one visual followed by a big block of text. If you add just a few words after an image they will be lost.

I hope that helps and look forward to providing more ideas next week.

Kind regards,
Davina

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

How to avoid delivering highly detailed but meaningless communication

How to avoid delivering highly detailed but meaningless communication

In a one-on-one with one of my Foundation Members this week she highlighted the difference between using a topic-driven structure and a message-driven structure when preparing her program briefing.

I share this because I hear leaders setting their teams up to prepare communication this way only to complain that the resulting communication didn't hit the mark.

Let me demonstrate by using the topic-driven strategy here for this email so you can see why it doesn’t deliver a high quality communication.

Here is her original structural outline for her program briefing (which she gave permission for me to share … and which she quickly decided not to proceed with).

  • What it is and what it will achieve
  • Why we are doing it
  • How we are doing it
    • Past
    • Present
    • Future

Here is what is wrong with this approach. It

  • Buries the meaning underneath a lot of detail
  • Assumes you will read it all (which my experience and research suggests is unlikely)
  • Leads to repetition which risks you switching off, being confused and missing important information (and possibly the main point)

See what I mean?

  • You can’t skim it to work out what I’m saying
  • There isn’t one cohesive story, even though the points are related to each other
  • You are left to tie it together for yourself … assuming you are interested enough to do so
  • It's hard to repeat to someone else later, which means the author is making themselves work harder than they need to … they aren't turning their audience into their mouthpieces


Here's a challenge for you: the next time you go to sketch an outline for a substantial piece of communication try focusing it around messages rather than topics.

I hope that helps and look forward to bringing you more ideas next week.

Kind regards,
Davina

Course: Clarity in Problem Solving

Do you ever realise part way through a project that you are not sure you are solving the right problem … or even that you are solving the wrong problem?

This then leads to a bigger problem because you realise – too late – that you don't have the data you need to communicate with your stakeholders.

In my Clarity in Problem Solving course I use my own experience using these techniques in my business as a case study, combined with a simple, high-level structure for you to follow in your own work.

The 7 module course includes detailed notes and exercises with solutions.

Learn more here.

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

INTERVIEW – Building A Winning Career

INTERVIEW – Building A Winning Career

Well, Bill certainly did not disappoint in this morning's interview!

Bill shared career insights that are hugely relevant to all of us, no matter where we are in our careers.

He gave me a new idea for addressing current challenge and judging by the chat messaging others found the same.

I encourage you to take the time to watch the recording below and to consider working with him further. 

Grab a copy of his new book Building a Winning Career, which launched today. He is offering the Kindle version for about $10 for the coming two weeks to make it affordable to everyone, as well as physical copies which Australians can order directly from him, or those overseas can access via online book stores.



PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

Clarity and insight are not the same thing

Clarity and insight are not the same thing

This week in Clarity First we have been having lots of discussion about things that are both core to communication and on the fringe of it.

One big ‘aha' moment came during Thursday's Accelerator Workshop.

‘This isn't just about communication. It's about negotiation', said one new participant.

This was a magical penny drop.

The same penny drop occurred in three other corporate workshops I ran. 

To craft a clear message is a critical and useful thing to do.

To crafting an insightful message is not the same – and frankly harder to do.

It involves both doing and not doing a number of important things.

Crafting insightful messages requires you to do many things, including the following five:

  1. Be crystal clear about your value-adding purpose. This is where negotiation skills start to play a role.
  2. Understand your audience deeply. People skills, stakeholder management, business acumen as well as negotiation are key here.
  3. Summarise the right data accurately. Critical thinking plays a key role here
  4. Draw out useful insights. Ditto here, along with synthesis and again business acumen. Think carefully as to whether your message will hit the right notes at the time it is delivered.
  5. Tie all of those things together to craft one single, powerful, insightful message that packs a real punch.

All of this means avoiding, at a minimum, the following three things:

  1. Creating meaningless titles in Word and PowerPoint that look like this: Finance or Sales or Risks
  2. Blindly filling in templates without constructing an overarching narrative for the whole communication
  3. Holding back from sharing a point of view.

I hope that helps. Have a great week.

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

The Narrative Fallacy

The Narrative Fallacy

Today I step into dangerous territory.

Over the summer I completed a fabulous online course called The Art of Reading.

One of the modules encouraged us to think critically about what we read and gave ideas on how to do that.

One item that stood out to me was the idea of the narrative fallacy.

I think the the course author, Shane Parrish is right.

There is something important at stake here for us when we prepare our communication.

The fallacy suggests that we are all wired for story – so far so good.

However, the challenge comes in creating our own narratives to justify things that have already happened, or predicting what will happen in the future.

Shane suggested that using story, rather than facts and logical reasoning, to create our view of the world and to make decisions is not only dangerous, but more common than we realise.

This is something that at Clarity First we wholeheartedly agree with.

Story is central to engaging busy audiences in complex information. Humanising it can also go a long way to doing that.

However, ‘story' – sometimes also referred to as ‘narrative – can be dangerous if not used well.

Shane's article The Narrative Fallacy suggests that although narrative makes us feel better, but is often a sham.

For example, Steve Jobs was told that because his adoptive father was a detailed-oriented engineer and craftsman, Steve Jobs also paid extra attention to the fine details of Apple designs. He denies this is the case, claiming his own personality and motivations as being more important drivers.

He was also asked whether his quest for perfection came from an idea that he needed to prove himself, given he had been adopted out. He claimed this was patently false, and that his adoptive parents made him feel special regardless of what he achieved.

Nassim Taleb (author of The Black Swan) had a similar story, and fact checked his hunch that his professor had no justification in attributing his ability to see luck and to separate cause and effect to his Lebanese heritage.

Click the link below for suggestions to help you think critically and assess whether a narrative can be trusted to accurately draw cause and effect links or whether it is just a great story.

>> Click here to read more <<

If you want to take these ideas a step further to learn how to tell a story that is both logically sound AND engaging, click here to learn more about the Clarity First Program.

This month by month program enables you to learn at your own pace as you work towards turning your communication skills into an asset.

 

 

 

 

Keywords: critical thinking, storytelling

 

 

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

Shop Co Case Study

During these times of uncertainty clarity in your thinking and communication is vital.

This case study of a communication sent to customers during the COVID-19 pandemic offered an excellent way to illustrate the need for top down and bottom up thinking, a topic we have be discussing regularly of late here at Clarity First.

This rich case study encourages you to:

  1. Take more time to think about your strategy before you start
  2. Work top-down to build your story, testing bottom-up
  3. Anchor everything around a storyline

Click the play button below to learn more and here to download the handout and here for more program information and here for information for your manager.

This was the best course I have done. I was always confident in my reasoning but not as confident with presenting it, particularly to audiences that were not on my wavelength.

Davina has shown me how to organise my high level messages which gets me a better response from my audiences.

In fact, when I used the approach to present to the sales team last week half of them came up to me individually afterwards to compliment me on my presentation. That has never happened before!

Bojana

Customer Experience Advisor, Sydney, Australia

 

Clarity First was incredibly useful for me as it has provided a framework through which I am able to structure my initial thoughts quickly and easily.

I have always been OK at delivering communications, but the tools Davina has taught me will not only make the communications clearer and more concise but the time taken to get to the end point has reduced greatly.

I recommend the course to anyone who wants to make existing skills even better or for those that want to create the foundations for great communication.

Michaela Flanagan

GM Performance and Strategy, Insurance Industry

Keywords: ShopCo Case Study, workshop, free

Why you should ditch your corporate templates

Why you should ditch your corporate templates

I had a wonderful session with a team of engineers from an energy company this week.

They told me they had done something risky and that it worked.

They ditched their corporate template​​ when preparing their business case and got a ‘fast yes'.

“We managed to have 6 people working on the business case at once. Everyone knew their part and how that fitted in to the overarching storyline.

“We had two years of supporting information that we were able to quickly sort through and synthesise.

We ended up writing and getting it approved within 2 weeks which was an amazing outcome.”

Charles, team leader

In the past they had thought they had no option but to fill in the sections within the business case template even though they hated it. It was frustrating to use as it caused them to repeat themselves while also including all sorts of irrelevant information.​

The template was typical: it included a long list of ‘pots to throw ideas into', or categories they needed to fill in. You will be familiar with the sort of thing. It's useful for collecting ‘data' and making sure the team has thought of everything during their analytical process.

Background

Proposal

Goal Statement

Scope

Approach

Key Milestones / Deliverables

Enterprise Architecture (interfaces)

Constraints / issues

Dependencies

Financial consideration

Summary

Assumptions

Benefits

Non-financial benefits

Benefits management plan

Risks (3 types)

Change assessment (many types)

Next steps

Recommendation (at the very end …)

The template design created extra tension for them as they were caught between ‘filling it in' and a leadership team that wanted them to keep it short.

So, the team decided to do something different.

Here's what they did instead.

Step 1: Agreed the storyline structure. The team leader sat down with one other senior team member who was also advanced in their use of our techniques to think through the high-level storyline structure they needed to prepare.

They went back to first principles to think about what they needed to achieve and where their audience's ‘heads were at'. They then thought about what they needed to explain if they were to achieve what they believed they needed to with this presentation.

Although they then discussed some ideas around the messaging, they didn't fill in the structure. They just made a call as to which of our seven storyline patterns suited their situation the best.

Step 2: Brainstormed the messaging for each part of the storyline. They then called a team meeting to talk about preparing the paper for the business case. During this meeting they used the storyline as a framework for the discussion, which led to a brainstormed list of points to be discussed under each of the four key messages that supported their main point.

Step 3: Wrote it up. Four people took away one section each to write it up, which turned out to be fast and easy to do. Why? Because they all

  • Had a clear view of the overall story
  • Understood how their piece related to the whole, and so avoided overlapping with what their colleagues were to contribute
  • Were confident in the messages they needed to convey within their own area
  • Were able to tell the story in a logical, cohesive way that enabled them to support their single point of view without feeling as though they need to discuss topics that were not relevant to their story

Step 4: Finalised and presented the paper – and got a ‘fast yes' from the leadership team along with a series of compliments. Here are just two:

“I didn't even need to read the whole thing. The thinking was so clear and transparent at the top, I knew I could trust what you were saying.”

“This was super easy to read”

Interestingly, none of  the leaders complained that they had deviated from the corporate template.

The team was also pleased that the story flowed with what they felt was a ‘unified voice' even though different people had crafted different sections.

So, there you have it. 

A great real life example of where a business team thinks from first principles about ‘getting things done' rather than following procedure because it's the norm.

 

 

This article was prepared by Davina Stanley, founder of The Clarity First Program and author of The So What Strategy.

Davina has been helping experts communicate complex ideas for more than 20 years.

She began this work when a Communication specialist at McKinsey & Company and has since helped experts of all kinds strengthen their communication skills. 

How do we know when we are fooling ourselves?

How do we know when we are fooling ourselves?

It might shock you to know that our brains are quirky and more like Homer Simpson's than we realise.

In Thinking Fast and Thinking Slow, Daniel Kahneman describes how we lie to ourselves just like Homer does.

He suggests that we make up stories in our minds and then against all evidence, defend them tooth and nail.

Understanding why we do this is the key to discovering truth and making wiser decisions.

In this piece I lay out the overview of his argument and illustrate through a business example.

 His argument leans heavily on an evolutionary bug in our brains that critical thinking strategies can resolve

He suggests there’s a bug in the evolutionary code that makes up our brains.  Apparently, we have a hard time distinguishing between when cause and effect is clear, such as checking for traffic before crossing a busy street, and when it’s not, as in the case of many business decisions.

We don’t like not knowing. We also love a story.

Just like with Homer did in this short clip, our minds create plausible stories to fill in the gaps in other people's stories to construct our own cause and effect relationships.

The trick is to have some critical thinking strategies to help us evaluate other people's stories and our own. To help us avoid telling stories that are convincing and wrong.

We need to think about how these stories are created, whether they’re right, or how they persist. A useful ‘tell' is when we find ourselves uncomfortable and unable to articulate our reasoning.

 A real life example brings his argument to life in an uncomfortably familiar way

Imagine a meeting where we are discussing how a project should continue, not unlike any meeting you have this week to figure out what happened and what decisions your organization needs to make next.

You start the meeting by saying “The transformation project has again made little progress against its KPIs this month. Here’s what we’re going to do in response.”

But one person in the meeting, John, another project manager, asks you to explain the situation.

You volunteer what you know.
“After again failing to deliver on their KPIs, we recommend replacing the project leader with someone from outside the organisation who has a proven track record with transformation programs. The delays are no longer sustainable.”
And you quickly launch into the best way to find a replacement team leader.

Mary, however, tells herself a different story, because just last week her friend, the project leader, described the difficulty her team was having with two influential leaders who were actively against the transformation program.
The story she tells herself is that the project leader probably needs extra support from the CEO and potentially also the Board.

So, she asks you, “What makes you think a new project leader would be more successful?”

The answer is obvious to you.
You feel your heart rate start to rise.
Frustration sets in.

You tell yourself that Mary is an idiot. This is so obvious. The project is falling further behind. Again. The leader is not getting traction. And we need to put in place something to get the transformation moving now. You think to yourself that she’s slowing the group down and we need to act now.

What else is happening?

It’s likely you looked at the evidence again and couldn’t really explain how you drew your conclusion.

Rather than have an honest conversation about the story you told yourself and the story Mary is telling herself, the meeting gets tense and goes nowhere.

Neither of you has a complete picture or a logically constructed case. You are both running on intuition.

The next time you catch someone asking you about your story and you can’t explain it in a falsifiable way, pause, hit reset and test the rigour of your story.

What you really care about is finding the truth, even if that means the story you told yourself is wrong.

Why am I sharing this story with you?

In Clarity First we teach people 10 specific questions to ask when evaluating our communication that helps us to see whether our ideas ‘stack up'.

These are incredibly powerful and help you ‘step back' from your own ideas to evaluate them critically.

Take a look at the Clarity First Program to learn more.

We help you communicate so your complex ideas get the traction they deserve.

 

 

Keywords: #critical thinking #decision making #kahneman

 

Are poor emails harming your career?

Are poor emails harming your career?

 A ridiculous thought, isn't it?

Emails are a mundane and routine part of corporate life.

Most are short and many of us send and receive hundreds of them daily.

Business today cannot progress without them.

But what if your emails routinely elicit a groan from their recipients, so much so that they flag them for ‘later', and then often don't even open them?

Does this mean that you miss out on important responses, and also get a reputation for being frustrating to work with, sloppy in your thinking and someone who takes a long time to get things done?

Where does this leave your career?

This was the experience of a client this week who was stunned at the difference that changing her emailing style could create.

She found that by starting with just a  short introduction (perhaps just one sentence for a short email) and then getting to her key point straight away the response time rocketed and she

  • No longer had to chase people to get the information that she needed to do her job
  • Completed her work more quickly
  • Enjoyed doing her work so much – much – more, and
  • Loved the unaccustomed positive feedback she received from her colleagues and superiors

Now, imagine if this small change could be replicated across your whole organisation. Imagine if your whole team – from secretaries upward – were able to consistently make some small changes to the way they prepare their emails: business would move so much more smoothly for you.

Decisions would be made more quickly, there would be less frustration and more people would feel good about themselves at work.

And then extrapolate that further to think that the same techniques could be applied to other documents: board papers, steering committee papers and other presentations.

Imagine – an email-based productivity revolution.

Ridiculous!

In Clarity First we help people cut the amount of time it takes to both their communication – in any format, including email.

Clients tell me they cut the amount of time it takes to prepare important communication in half. Sometimes more.

They are also more likely to be promoted as their good ideas get the traction they deserve.

Why not check us out?

Clarity First is the most affordable top-tier program you will find.

 

 

Why writers need to educate readers on how to read their communication

Why writers need to educate readers on how to read their communication

The Minto Pyramid Principle is a widely lauded approach for preparing clearer business reports.

Developed by a McKinsey & Company team led by Barbara Minto in the 1960s, ‘pyramid’ helps people use logic and structure to organise their ideas into a logical and coherent reader-focused argument.

At Clarity First we love this approach.

It enables us to think top down, draw out insights quickly and communicate complex ideas clearly.

However, despite much evidence from our own work and its popularity across consulting and business strategy teams in particular, very little formal research has been undertaken into its actual effectiveness.

Perhaps it was enough to say “It’s McKinsey: It’s good”.

However, Dr Louise Cornelis (another ex-McKinsey communication specialist) recently changed this when working with a series of Masters’ students at Groningen University in Holland.

She undertook a qualitative study to understand whether preparing a business report using a ‘top-down, reader-focused pyramid structure’ was actually helpful to the reader.

Dr Cornelis’ findings demonstrate some irony.

Writers and readers don’t always agree on what is ‘reader-focused’ unless the writer first educates the reader about what ‘reader-focused’ actually means.

Here is why that seems to be true.

#1 – Audiences are hard wired into their old habits

It seems that our readers are hard-wired into what they expect and can be confused by a new way of doing things unless it is explained to them.

In the case of business reports, many people are accustomed to receiving reports written with titles such as ‘Executive Summary’, ‘Background’, ‘Issues’ and a ‘Conclusion’ at the end and are quite lost when these are absent.

They can be confused by Pyramid reports that ignore these section titles, preferring to instead have customized titles that reflect the content of the report: a bit like newspaper headlines.

#2 – Consultants and others using the approach often forget to explain how their approach works

When, however, the approach is explained they not only like the Pyramid Principle approach much better, but can read the documents significantly more quickly.

Readers who were provided with a short description of the structure before reading the documents were able to grasp the main message from a document almost five times faster than those with no preparatory explanation.

Dr Cornelis found that people very much appreciated the Pyramid Principle report-writing approach but only when they understood what it was trying to do.

So the next time have a good idea: remember to ensure your significant others understand the benefit, even when the idea is specifically for the them.

 

 

Keywords: design your strategy, develop your storyline, research

______________________________________________________________________________________________________

Louise Cornelis is a communication consultant based in Rotterdam. Louise specialises in helping her clients use structure and logic to communicate clearly, having learned her craft at McKinsey & Company and honed it by working with a wide range of clients since.

She particularly enjoys grappling with complex challenges that relate to helping others not only communicate clearly, but want to do so. The Clarity First team very much enjoys thinking about these challenges in collaboration with Louise.

Too many books?

Too many books?

I don't know about you, but my book shelves are stuffed to over flowing. And that's just my shelves. Then there's the bedside table, and my work area … perhaps I should stop there. You get the idea.

We love books in our house and I often feel guilty that we have so many – and yet continue to buy more before we finish reading the ones we already have.

Finally, there is someone to tell me this is not just a good thing, but a REALLY good thing.

Curious?

Click here to read more

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

Do facts change minds?

Do facts change minds?

Changing other peoples' minds is central to having influence in business, however in his new book Atomic Habits James Clear offers some new insight into this vexing challenge.

He starts by referring to two notable minds which point in the same direction:

J.K. Galbraith once wrote, “Faced with a choice between changing one's mind and proving there is no need to do so, almost everyone gets busy with the proof.”

So true.

Leo Tolstoy who was even bolder: “The most difficult subjects can be explained to the most slow-witted man if he has not formed any idea of them already; but the simplest thing cannot be made clear to the most intelligent man if he is firmly persuaded that he knows already, without a shadow of a doubt, what is laid before him.” I hunch women behave similarly!

So, if that is also true, how do we get any kind of progress in business?

We must frequently persuade people to change how they think about things and, even harder, get them to change their behaviour.

Here are six suggestions from James's new book to help in that regard:

Understand why we hold our tongues when we know something is not true. He claims we don't always believe things because they are correct, but rather because they make us look good to people we care about it. This speaks to the power of the reward we all get from belonging to a tribe.

Focus on friendship first, and facts second. Given this tribal nature, he suggests that people will hold onto false beliefs long and hard if that means they can sustain their membership of a group that matters to them. So, finding a way to engage people in a new idea, a new process or a new behaviour is best achieved when you have already built a relationship and when you can frame it in such a way that adds to rather than contradicts the beliefs of the community that people belong to.

Find areas of agreement and build on those. If someone you know, like and trust believes a radical idea you are more likely to give it merit. After all, if you like them already, there is a greater chance of liking their ideas. So, use this to your advantage. Find your . friends who also have strong relationships with the people who disagree with you, and engage them in your ideas first.

Where disagreement is likely, find a way to introduce the ideas without confrontation. Interestingly, James suggests providing people with something to read – he suggests a book, but in a business context a report or paper might do – rather than going first for a conversation. This provides people with an opportunity to absorb and reflect on the ideas in private so they can incorporate the information into their own view before having a potentially courageous conversation from scratch. In sum, warm them up gently.

Avoid giving people opportunities to complain about things they don't like. This gives them an opportunity to talk about – and reinforce – their dislike for an idea, giving it more airtime than it deserves. James calls this Clear's Law of Recurrence: the more often something gets mentioned (even in a negative way) the more it is embedded into the psyche of the speaker and the listener. After all, how much air time does Donald Trump get? Instead, spend your time championing good ideas so they get the airtime they deserve and the others fade away from lack of oxygen.

Be kind first and right later. Here he quotes the brilliant Japanese writer Haruki Murakami who once wrote, “Always remember that to argue, and win, is to break down the reality of the person you are arguing against. It is painful to lose your reality, so be kind, even if you are right.” Enough said.

Click here to read the full article. And, no, I don't get anything from James Clear for blogging about his article. I just like what he says and thought you might too.

Keywords: design your strategy, leadership communication, learning and development

 

Please note, this post contains Amazon affiliate links, and as an Amazon Associate I earn a small amount from qualifying purchases. This helps me cover the costs of delivering my free content to you.

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

Is Andy Groves right? Is writing more important than reading?

Is Andy Groves right? Is writing more important than reading?

Like many, I have been impressed by the discipline that Jeff Bezos has instilled at Amazon, where important decisions are made after thorough discussion of tightly crafted six-page narratives. Bezos has been quoted as saying that

Full sentences are harder to write. They have verbs. The paragraphs have topic sentences. There is no way to write a six-page, narratively structured memo and not have clear thinking.

He rightly points out that PowerPoint leaves room for gaps in our thinking. I would add that prose templates that ask executives to ‘colour in’ the sections rather than constructing a cohesive story are equally problematic.

I was, however, even more intrigued when I read how Andy Grove of Intel considers the exercise of writing ‘more of a medium of self-discipline than a way to communicate information.’

He went as far as saying that ‘writing the report is important; reading it often is not’.

That is a big statement, but he might be right. The clarity of thought – epiphanies, even – that come from crafting clear and concise communication can be golden.

The challenge, however, is to discern when to write to clarify our own thinking and when to communicate that thinking with others.

Here are three things to consider before you foist your next paper or pack on someone else:

  1. Does this piece of communication put forward a proposition that you can state in one clear sentence? As one company secretary from a large Australian energy retailer said to me this week, there is too much dissemination and not enough communication. The last thing that audiences need is more facts being disseminated without their relevance being articulated.
  2. Does this piece of communication lead toward a specific action or decision? If you are not clear about how your communication will lead you or your team closer to a specific business objective, hold off sharing it. Sharing at this stage will not only clog up other people’s inboxes, it will damage your brand.
  3. Is your communication crafted so clearly that your audience can get to the heart of your proposition within the first 1 minute? It doesn’t matter who you are communicating with, whether you are working in business, government, consulting, education or the not for profit sector. Every person in your audience is in a hurry. If they don’t ‘get’ what you are looking for quickly, they will at best ‘flag it for later’. Later can be a very long time away.

Keywords: critical thinking, leadership communication

 

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.

Getting to the So What just got easier

Getting to the So What just got easier

This new book introduces seven most commonly used storyline patterns for business communication

How often have you invested significant energy to prepare a piece of communication only to be confronted with this most uncomfortable question from your audience: “So what?”

It’s one of the most uncomfortable questions in business.

Your audience asks because they want to know why the ideas in your presentation should matter to them and to the business, and they want to know in one simple statement. You might have spent hours, days or even weeks preparing, but they want a succinct answer that summarises everything for them in an instant. And you want the earth to open up and swallow you because you don’t know how to answer this question succinctly.

If you don’t answer this question well, all of your work can be for nothing. Early in our careers, we were both on the receiving end of this question and not ready to answer it. Those memories are some of our most crushing, yet also our most instructive.

What’s the solution? To avoid the embarrassment and frustration of not being able to answer that one simple question, you must state the ‘So what’ clearly and unambiguously at the beginning of your communication and then make the case to support it.

But, how do you do that?

Our new book, The So What Strategy, outlines a three-step process to do just that while also offering our favourite seven storylining patterns so you don’t need to start from scratch.

1. Start thinking before you prepare your communication: During this phase, we encourage you to dig deep so you can articulate your purpose clearly and also be confident that you understand your audience well.

  1. Your purpose should state: As a result of this communication, I want my audience to …. know, think or do something specific …
  2. Your audience should be broken down so that you are clear who the decision-makers, influencers and others are and what specifically interests them about your topic.

2. Structure your thinking: Here is when we recommend mapping your ideas into a logically organised hierarchy – what we call a storyline – so that you can articulate your main point in just one sentence and back it up logically. There are three things you should know about storylines:

  1. Storylines require you to map out your higher-level ideas so they synthesise or summarise the ideas within each section of your story. Doing this forces you to clarify your own thinking so you can articulate a more powerful case. It also helps you ‘throw out’ ideas that are interesting but not directly relevant to your main point.
  2. Storylines enable your audience to scan your documents quickly to identify key themes. This enables your audience should ‘get the gist’ within 30 seconds of engaging with your communication. It also enables them to find your key points quickly, rather than hunting for them, or assuming they can be found buried somewhere near the end of your communication.
    If you scan this article, for example, you can see that I have organised it around one idea (introducing our three-step process that enables you to answer the ‘So what?’ question) that is supported by a grouping structure, consisting of three actions: start thinking, structure your storyline and share your communication. This is a relatively simple example of what we are talking about.
  3. Storylines don’t need to be built from the ground up every time. Having worked with storylines for more than 20 years each, we have identified the most commonly used patterns. Click here to download a preview chapter.

3. Share your communication: Once the structure of your thinking is clear, this can be translated directly into any form of communication: phone conversation, email, paper or PowerPoint pack. The key is to make sure that the structure of the thinking drives the communication, not the problem-solving journey you went on or the medium itself.

 

Davina Stanley and Gerard Castles are founders of Clarity College and Clarity Thought Partners. They are also joint authors of The So What Strategy, released this week. Both trained at McKinsey & Company and serve some of Australia’s most respected organisations.

Keywords: books, leadership communication, online business writing training, the so what

PRESENTED BY DAVINA STANLEY

I love what I do.

I help senior leaders and their teams prepare high-quality papers and presentations in a fraction of the time.

This involves 'nailing' the message that will quickly engage decision makers in the required outcome.

I leverage 25+ years' experience including

  • learning structured thinking techniques at McKinsey in Hong Kong in the mid 1990s before coaching and training their teams globally as a freelancer for a further 15 years
  • being approved to teach the Pyramid Principle by Barbara Minto in 2009
  • helping CEOs, C-suite leaders and their reports deeply understand their stakeholder needs and communicate accordingly
  • seeing leaders cut the number of times they review major papers by ~30% and teams cut the amount of time they take to prepare major papers by ~20%*
  • watching senior meetings focus on substantive discussions and better decisions rather than trying to clarify the issue

My approach helps anyone who needs to engage senior leaders and Boards.

Recent clients include 7Eleven, KPMG, Mercer, Meta, Woolworths.

Learn more at www.clarityfirstprogram.com

 

(*) Numbers are based on 2023 client benchmarking results.