What to do when stakeholders disagree with you?

What to do when stakeholders disagree with you?

I was recently asked a wonderful question:

 

How do we communicate with a large group that includes stakeholders who disagree with us?

 

The client and I had a terrific discussion and I mapped the outcome as a decision tree to share with you all.

The tree offers a series of decision points that we must navigate if we are to deliver a story that gets the result we need.

 

 

In this particular case, the issue centred around around a common problem, which was how to handle ‘the story' when key stakeholders don't agree with it. Do we ….

  • Tell the same story regardless?

  • Edit the story to accommodate that person (or those people) only?

  • Ask someone else to present on our behalf?

  • Create a separate story that deals with the objector's specific concerns?

  • Scrap the story and start again?


There are lots of alternatives, each of which might suit a different situation but none of which suit all.


Hence, the decision tree. I hope you find it useful.

Cheers, 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.

A fabulous thinking tool to help you solve problems and communicate

A fabulous thinking tool to help you solve problems and communicate

This week's discussions at Clarity First revolved around a thinking tool that some of you will have heard of.

If you have ever worked with consultants, then it is most likely you are familiar with the term MECE.

Depending which firm you have been working with, you will have heard it described as either Mutually Exclusive and Collectively Exhaustive (McKinsey and others) or Mutually Exclusive and Covers Everything (BCG and no doubt others also).

I have a hankering for a different vernacular, NONG, which stands for two things in Australian parlance: No Overlaps, No Gaps and an insult which was hurled freely at children when I grew up.

In Australian slang, to be a nong is to be a bit of a fool.

To my mind if you can master this most useful and frankly tricky tool you are by no means a fool. Quite the opposite in fact.

In our discussion we were using five different techniques to frame communication that passed the MECE or NONG test.

This meant that the ideas we crafted into a clear hierarchy had to not only be relevant to the main message but include a complete set of supporting points that furthered the discussion.

For example, if our ‘so what' was ‘We should buy business X to increase our market share', we used the five techniques to carefully identify whether there were any gaps or any overlaps in our thinking.

In applying this to one example we discovered after our initial drafting that we had six supporting points, and that one of them could easily sit beneath another in the hierarchy.

As we discovered, although the concept is pretty easy, unearthing the thinking problems within it so we can deliver communication that is not just clear, but engaging and insightful is another matter.

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.

Bonus Hacks …

Bonus Hacks …

I am loving this journey of becoming more intentional about how I spend my time so I can multiply my impact.

The conversations of the past weeks with my client Steve and newfound collaborator Richard Medcalf have been enlightening.

So much so that I wanted to share just a few more practical tips with you that have emerged this week in the hope that they may help you also.

#1 – Auditing my time was far more useful AND fun than just filling in a spreadsheet (thank goodness). Each time I made an entry I became much more conscious of my priorities and ways to spend less time doing what I was doing. Download here if you haven't tried it yet. I can thoroughly recommend the exercise (instructions inside).

#2 – Richard's idea of using prisons and fortresses in freeing up time is golden. I am experimenting with some ways to do this that I thought might help you also, as well as some organisation-wide tactics being employed by some of my clients.

First, my own two experiments:

My prison – Locking away 90 minutes late in the day each Friday to do the admin stuff. No more checking who has paid us first thing every day, working out which invoices to chase or edit, or tidying up loose ends as they decide to loosen themselves. I am finding the reduction in context shifting useful but finding it hard to be disciplined!

My fortress – Saving Thursdays for my ‘flow day'. This means no meetings, coaching sessions or any other interruptions if I can possibly help it. I'll move the day when needed (especially for the rest of this half year as I have existing client bookings I can't move). Next year, however, I'll lock it away universally. So far, the very idea of having a whole day with no meetings feels luxurious, making Thursdays (ie today, when I am writing this post!) feel a bit like a sanctuary.

And to three other interesting ones I have heard of recently:

  • Facebook holds ‘Meeting Free Wednesdays' to enable their people to dive deeply into their work. In working with them over the past couple of years I can confirm they stick to it and find it productive.
  • Endeavour Drinks does this differently. They block out between 1-2 hours early in each day where meetings are banned. Given the fast-paced nature of retail businesses, I can see these smaller chunks which taken together equal about a day of time, working well. Their need to be responsive to customers means locking away a whole day would not work for them.
  • Steve, the client who gave me the ‘strategy hacker' idea, locks away two, two-hour blocks each week to solve problems and work at his whiteboard. He has found that between 10am and mid day on Tuesdays and Thursdays work best for him. This enables him to clear his desk and mind of urgent things first and then ‘grab a cup of tea and a biscuit' before heading to his office to hunker down for a couple of hours.

#3 – Using an electronic time tracking tool is also becoming surprisingly useful. I had not realised how much time I spend emailing for one thing. I am still getting the hang of it, but am finding RescueTime offers me a low-effort yet insightful view on both how I spend my time. It also allows me to tell it how productive I am using each tool I use which gives me a crude measure of productivity too.

#4 – For this to work, I need to get better at delegating. I don't just mean willing to do it, either. I mean knowing how to do it. Some of my efforts here have borne fruit, others need me to be more specific, particularly when working with new team members.

Again Michael Hyatt has come to the rescue with his tips on the subject. He offers four levels of delegation, which you can learn more about here

I hope you have found this useful – do let me know how your own experiments have gone.

Please note, this post contains affiliate links, and as RescueTime 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.

Ivy Lee method for prioritisation

I love the power of simple, universal techniques – even though I at times scoff at them because they seem to be too easy and sometimes too ‘general'.

James Clear has again found a simple and fabulous idea to help us all perform better. I have been using this technique for a while now and have found it so effective I thought I'd share it with you.

Again: don't be put off by the crazy simplicity … here's the story to explain …

By 1918, Charles M. Schwab was one of the richest men in the world.

Schwab was the president of the Bethlehem Steel Corporation, the largest shipbuilder and the second-largest steel producer in America at the time. The famous inventor Thomas Edison once referred to Schwab as the “master hustler.” He was constantly seeking an edge over the competition.
One day in 1918, in his quest to increase the efficiency of his team and discover better ways to get things done, Schwab arranged a meeting with a highly-respected productivity consultant named Ivy Lee.

Lee was a successful businessman in his own right and is widely remembered as a pioneer in the field of public relations. As the story goes, Schwab brought Lee into his office and said, “Show me a way to get more things done.”

“Give me 15 minutes with each of your executives,” Lee replied.

“How much will it cost me,” Schwab asked.

“Nothing,” Lee said. “Unless it works. After three months, you can send me a check for whatever you feel it’s worth to you.”  

During his 15 minutes with each executive, Lee explained his simple method for achieving peak productivity.

>> Click here to read the simplest productivity strategy I have come across <<

Cheers,
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.

Hacks for becoming more strategic

Hacks for becoming more strategic

I was stunned at the shift in my perspective after filling in ‘Steve's Strategy Hack' spreadsheet for just a day and how this has continued over the past week.

Click here to read the first post in this series if you have not yet already done so.

So much so that I called him and talked about the first thing I noticed: Most of my time is spent on number ones.

In a way that is good: I am not wasting time. I am mainly working on the things that are both urgent AND important.

At least there are not many number threes or fours that according to the Eisenhower Matrix I mentioned, should be delegated or eliminated.

Interestingly, most of the number threes emerged as I realised I was doing work that others should be doing, and so should definitely be delegated. See my first few days' records here.

Now my challenge is to shift the dynamic and free up time so I can think strategically. 

My sense is that by being more focused on the number twos – important but not so urgent tasks – I will be more motivated to fit more number twos into my week. 

To achieve that, I turn to Michael Hyatt's Freedom Compass, which I have found to be golden.  

The basic premise is that we all need to balance our proficiency and our passion to find and focus on our ‘true north' if we are to add maximum value.

The idea is that we prioritise our time so we spend more time in what Michael calls our Desire Zone. Here are four steps to help achieve this:

Step 1 – Delegate, automate and eliminate anything that belongs in our Drudgery Zone. These are low level repetitive tasks that can be done by someone else or which add less value than we should be delivering in our role.​​​​
 

Since starting this exercise, I have realised these categories fit into two groups: easy things and hard things. 

Things that are easy to delegate, which are tasks that someone else in my team is equiped to do both in terms of time available and skills as well as their view of their responsibilities.

In our business, this might include technical problems which I pass to Sheena to solve. She built a lot of our systems and is perfectly positioned to find quick fixes or take the time to investigate more deeply if needed. For the repetitive tasks I ask her to address, she then automates them either with technology or by writing a procedure for our colleague Fatima to process.

Things that are harder to delegate, which are things that involve asking someone else to do something they either do not know how to do or do not want to do. 

One of these jumped out at me this week as I was filling in Steve's Strategy Hacking Spreadsheet. In reviewing a draft document a colleague had written, I came unstuck. I reworked it completely when I should not have done so. The author had ‘flicked it to me quickly' and assumed (rightly this time!) that they could effectively delegate upwards and I would fix it.

After reworking it, however, I realised that this was not a good use of my time and I should have instead identified key opportunities for improvement (which I could do within minutes of opening) and asked for them to rework it. This would have been a better learning experience for them and also given me half an hour back as well as reduced my frustration.

Step 2 – Dealing with the things that are in our Disinterest Zone​​ is harder, but just as essential. These are tasks that we may be good at but which frankly bore us. Having a large number of tasks in this zone is a red flag if they can't be automated or passed on to someone else.
 

This is one area I can get better at. It is just too easy to keep doing admin or other simple tasks which although not value adding are satisfying to the extent that they lead to ‘things being ticked off a list'. 

Step 3 – Face up to items that fall in our Distraction Zone. These are items that we like to do​​, that may be easy for us, but which are beneath us. For example, I make for a very expensive web designer, yet this is one of my hobbies. I love tinkering around and employing some of my design skills on our sites. This is the kind of thing that should not appear too often in my ‘strategy hacker' spreadsheet though, if I am to add real value. 

Going through this diagnostic audit has spurred me to action. I just posted a job ad to get someone to help me with some of my marketing activities.

Step 4 – Fire up the things that fall in our Desire Zone. This is where work becomes fun. The more we spend time here, the more value we will add. This is where our passion and proficiency intersect and we can optimise the value we add.​​  The more time we can spend in our Desire Zone the more we will thrive as individuals and as professionals.

For me, this is now about stretching two areas: leadership and marketing. I enjoy getting better at both and can deliver significantly more impact to my business if I excel in both these areas. 

Step 5 – Identify what falls into my Development Zone so I can optimise what I can deliver upon, particularly within the Desire Zone. For me this will be a mix of learning how to create more space in my schedule for things that add more value and also how to do the things that might fill that newfound space.

Given my own observations from tracking my activities over the past week, I will focus on getting better at delegating more. The challenge will be to work out what I can delegate to who as well as how to do it successfully.

This will, I hope, give me greater focus as I double down on creating the best possible online learning program and how to market it. 

Clarifying this goal is​ is already building pressure that is motivating me to not imprison myself in a frenetic day of number ones, but rather create fortresses for number twos.

It also makes me realise how essential it is to go beyond the platitudes. The idea of diagnosing, decluttering and prioritising sounds pretty easy.  

it done will require some practical tactics such as the ones shared with me by Richard Medcalf of Xquadrant recently. I will share them with you next week too.

 In next week's post I will share ideas about ‘fortresses' and ‘prisons' which were just two of the terrific concepts Richard Medcalf of XQuadrant shared with me when we spoke recently.

Keep your eyes peeled for next week's interview.
 

PS If you enjoyed reading about the Freedom Compass, you might also enjoy Michael Hyatt's excellent book on the topic, Free to Focus. He is one of the people who has inspired me to ‘close the doors on Clarity First' so they are only open three times a year. This will, I think provide both me and my program participants with greater focus as we work to strengthen their communication skills.
  

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.

Hacks for becoming more strategic

Hacks for becoming more strategic

I loved catching up with a Clarity First alum this week for at least two reasons:

#1 – I love hearing how a story we have worked on together lands, and 
#2 – I also love it when they can teach me something practical that they have made work for themselves which will also help someone else

Steve rang me to tell me that a major strategy I had helped him develop a couple of years ago has now come to fruition. He got pretty much everything he had aimed for at the start.

We were both delighted.

Given I know him well, I also took advantage of the conversation to ask some questions that I thought he was well placed to answer.

He is not only head of the highly successful Australian arm of a global business, he has a family, works pretty regular hours and ‘knocks off' early on a Wednesday to go sailing.

He has plenty to offer many of my clients, especially 
a project manager from a technology company, who said this week: 

I feel like I am running soooo fast just to deliver – how do I find time to be strategic as well?

So, how did he transition from being an engineer to becoming a strategic leader who takes nights and weekends off as well as going sailing most Wednesday afternoons?

Steve offered some practical hacks for those of us who want to deliver at a more strategic level while not working 24/7.

He said some of the best advice he was given as he moved into leadership was to take control of his time. 

So, I have taken his advice and plan to hack my own schedule over the coming weeks to see if I can gain the same sorts of results.

At the moment, getting to yoga on a Wednesday morning would be a sign of success. I have cancelled the last three weeks running.

Let's work out if we can ‘hack our way' to becoming more strategic and get to some fun things outside of work at the same time.


Here is the roadmap for Steve's Hacks. I'll focus one one of these each week for the coming three weeks as I also work to optimise my own schedule and corresponding impact:

  1. Diagnose and declutter: Work out what I AM spending my time now and iteratively respond to my observations by getting rid of the less value adding stuff. By lunch time on day 1 I was stunned at the impact of recording and scoring my time. 
  2. Prioritise: Work out what to do with the “number two's” … I will explain next week
  3. ​​​​​​​​​Optimise: Decide how to make the most of my time so I optimise my potential and the value I deliver while having room for things I enjoy in my life.  

Let's get started.

Step 1 – Diagnose and declutter

So, this coming week, I will focus on ​diagnosing what I am doing now and start to declutter my activities. Here is how Steve suggested I do it:

  1. Read up on the Eisenhower Matrix (see below) 
  2. Record what I am doing as if I were a consultant keeping a super simple timesheet (download my version here)
  3. Score each activity against the Eisenhower urgent / important Matrix​
  4. Tally at the end of each week to see my daily and weekly averages

When interviewing Richard Medcalf of XQuadrant about ideas to help clients become more strategic, he also offered another simple idea. He recommends using a tool called RescueTime to monitor my activity. 

​​It will check how I spend my time when at my computer, eg how much time on email, websites, Word / PowerPoint, etc. It has a 14-day free trial, so I have signed up to see if that gives me some useful information too.​​

So far as day one goes: it's cool. I am looking forward to shining some light on what tools I am using more and less of.

I'd love to hear how this helps you and will come back not only with Richard's interview but more thoughts over the coming weeks. Feel free to email me and share your experiences.
​​
Talk soon,
Davina


PS If you don't normally receive my emails and want to keep up with the series, subscribe below.

 

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.

Hacks for becoming more strategic

Hacks for becoming more strategic

I am usually not a fan of completing audits.

Keeping records of minutiae has never been my strength.

But, wow.

Even though I have by no means kept a perfect record of what I have been up to over the past couple of weeks, the insights have been powerful.

They have certainly helped me get out of the weeds so I can become clearer about ways – to quote today's interview guest – multiply my impact.

Richard Medcalf of Xquadrant specialises in helping successful people do just that.

He offers a number of terrific ideas including how to:

  • Harness your curiosity to increase your influence
  • Lead strategically when there is already too much to do
  • Use a concept called prisons and fortresses to make sure you get to the things that really matter

We hope you enjoy this half-hour interview and the free resources he has for you at https://xquadrant.com/clarityfirst/ and check out his new podcast ‘Impact Multiplier CEO' wherever you normally listen to them.

  

To view a transcript of this discussion, please >> click 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.

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.

Hacks for becoming more strategic

Hacks for becoming more strategic – 3

I am usually not a fan of completing audits.

Keeping records of minutiae has never been my strength.

But, wow.

Even though I have by no means kept a perfect record of what I have been up to over the past couple of weeks, the insights have been powerful.

They have certainly helped me get out of the weeds so I can become clearer about ways – to quote today's interview guest – multiply my impact.

Richard Medcalf of Xquadrant specialises in helping successful people magnify their impact.

He offers a number of terrific ideas including how to:

  • Harness your curiousity to increase your influence
  • Lead strategically when there is already too much to do
  • Use a concept called prisons and fortresses to make sure you get to the things that really matter

And plenty more too.

>> Click here to access the interview as well as some other practical takeaways, including a checklist to help you lead strategically when there is already too much to do.

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.

Hacks for becoming more strategic

Hacks for becoming more strategic – 2

I was stunned at the shift in my perspective after filling in ‘Steve's Strategy Hack' spreadsheet for just a day and how this has continued over the past week.

Click here to read the first post in this series if you have not yet already done so.

So much so that I called him and talked about the first thing I noticed: Most of my time is spent on number ones.

In a way that is good: I am not wasting time. I am mainly working on the things that are both urgent AND important.

At least there are not many number threes or fours that according to the Eisenhower Matrix I mentioned, should be delegated or eliminated.

Interestingly, most of the number threes emerged as I realised I was doing work that others should be doing, and so should definitely be delegated. See my first few days' records here.

Now my challenge is to shift the dynamic and free up time so I can think strategically. 

My sense is that by being more focused on the number twos – important but not so urgent tasks – I will be more motivated to fit more number twos into my week. 

To achieve that, I turn to Michael Hyatt's Freedom Compass, which I have found to be golden.  

The basic premise is that we all need to balance our proficiency and our passion to find and focus on our ‘true north' if we are to add maximum value.

The idea is that we prioritise our time so we spend more time in what Michael calls our Desire Zone. Here are four steps to help achieve this:

Step 1 – Delegate, automate and eliminate anything that belongs in our Drudgery Zone. These are low level repetitive tasks that can be done by someone else or which add less value than we should be delivering in our role.​​​​
 

Since starting this exercise, I have realised these categories fit into two groups: easy things and hard things. 

Things that are easy to delegate, which are tasks that someone else in my team is equiped to do both in terms of time available and skills as well as their view of their responsibilities.

In our business, this might include technical problems which I pass to Sheena to solve. She built a lot of our systems and is perfectly positioned to find quick fixes or take the time to investigate more deeply if needed. For the repetitive tasks I ask her to address, she then automates them either with technology or by writing a procedure for our colleague Fatima to process.

Things that are harder to delegate, which are things that involve asking someone else to do something they either do not know how to do or do not want to do. 

One of these jumped out at me this week as I was filling in Steve's Strategy Hacking Spreadsheet. In reviewing a draft document a colleague had written, I came unstuck. I reworked it completely when I should not have done so. The author had ‘flicked it to me quickly' and assumed (rightly this time!) that they could effectively delegate upwards and I would fix it.

After reworking it, however, I realised that this was not a good use of my time and I should have instead identified key opportunities for improvement (which I could do within minutes of opening) and asked for them to rework it. This would have been a better learning experience for them and also given me half an hour back as well as reduced my frustration.

Step 2 – Dealing with the things that are in our Disinterest Zone​​ is harder, but just as essential. These are tasks that we may be good at but which frankly bore us. Having a large number of tasks in this zone is a red flag if they can't be automated or passed on to someone else.
 

This is one area I can get better at. It is just too easy to keep doing admin or other simple tasks which although not value adding are satisfying to the extent that they lead to ‘things being ticked off a list'. 

Step 3 – Face up to items that fall in our Distraction Zone. These are items that we like to do​​, that may be easy for us, but which are beneath us. For example, I make for a very expensive web designer, yet this is one of my hobbies. I love tinkering around and employing some of my design skills on our sites. This is the kind of thing that should not appear too often in my ‘strategy hacker' spreadsheet though, if I am to add real value. 

Going through this diagnostic audit has spurred me to action. I just posted a job ad to get someone to help me with some of my marketing activities.

Step 4 – Fire up the things that fall in our Desire Zone. This is where work becomes fun. The more we spend time here, the more value we will add. This is where our passion and proficiency intersect and we can optimise the value we add.​​  The more time we can spend in our Desire Zone the more we will thrive as individuals and as professionals.

For me, this is now about stretching two areas: leadership and marketing. I enjoy getting better at both and can deliver significantly more impact to my business if I excel in both these areas. 

Step 5 – Identify what falls into my Development Zone so I can optimise what I can deliver upon, particularly within the Desire Zone. For me this will be a mix of learning how to create more space in my schedule for things that add more value and also how to do the things that might fill that newfound space.

Given my own observations from tracking my activities over the past week, I will focus on getting better at delegating more. The challenge will be to work out what I can delegate to who as well as how to do it successfully.

This will, I hope, give me greater focus as I double down on creating the best possible online learning program and how to market it. 

Clarifying this goal is​ is already building pressure that is motivating me to not imprison myself in a frenetic day of number ones, but rather create fortresses for number twos.

It also makes me realise how essential it is to go beyond the platitudes. The idea of diagnosing, decluttering and prioritising sounds pretty easy.  

it done will require some practical tactics such as the ones shared with me by Richard Medcalf of Xquadrant recently. I will share them with you next week too.

 In next week's post I will share ideas about ‘fortresses' and ‘prisons' which were just two of the terrific concepts Richard Medcalf of XQuadrant shared with me when we spoke recently.

Keep your eyes peeled for next week's interview.
 

PS If you enjoyed reading about the Freedom Compass, you might also enjoy Michael Hyatt's excellent book on the topic, Free to Focus. He is one of the people who has inspired me to ‘close the doors on Clarity First' so they are only open three times a year. This will, I think provide both me and my program participants with greater focus as we work to strengthen their communication skills.
  

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.

Hacks for becoming more strategic

Hacks for becoming more strategic – 1

I loved catching up with a Clarity First alum this week for at least two reasons:

#1 – I love hearing how a story we have worked on together lands, and 
#2 – I also love it when they can teach me something practical that they have made work for themselves which will also help someone else

Steve rang me to tell me that a major strategy I had helped him develop a couple of years ago has now come to fruition. He got pretty much everything he had aimed for at the start.

We were both delighted.

Given I know him well, I also took advantage of the conversation to ask some questions that I thought he was well placed to answer.

He is not only head of the highly successful Australian arm of a global business, he has a family, works pretty regular hours and ‘knocks off' early on a Wednesday to go sailing.

He has plenty to offer many of my clients, especially 
a project manager from a technology company, who said this week: 

I feel like I am running soooo fast just to deliver – how do I find time to be strategic as well?

So, how did he transition from being an engineer to becoming a strategic leader who takes nights and weekends off as well as going sailing most Wednesday afternoons?

Steve offered some practical hacks for those of us who want to deliver at a more strategic level while not working 24/7.

He said some of the best advice he was given as he moved into leadership was to take control of his time. 

So, I have taken his advice and plan to hack my own schedule over the coming weeks to see if I can gain the same sorts of results.

At the moment, getting to yoga on a Wednesday morning would be a sign of success. I have cancelled the last three weeks running.

Let's work out if we can ‘hack our way' to becoming more strategic and get to some fun things outside of work at the same time.


Here is the roadmap for Steve's Hacks. I'll focus one one of these each week for the coming three weeks as I also work to optimise my own schedule and corresponding impact:

  1. Diagnose and declutter: Work out what I AM spending my time now and iteratively respond to my observations by getting rid of the less value adding stuff. By lunch time on day 1 I was stunned at the impact of recording and scoring my time. 
  2. Prioritise: Work out what to do with the “number two's” … I will explain next week
  3. ​​​​​​​​​Optimise: Decide how to make the most of my time so I optimise my potential and the value I deliver while having room for things I enjoy in my life.

Let's get started.

Step 1 – Diagnose and declutter

So, this coming week, I will focus on ​diagnosing what I am doing now and start to declutter my activities. Here is how Steve suggested I do it:

  1. Read up on the Eisenhower Matrix (see below)
  2. Record what I am doing as if I were a consultant keeping a super simple timesheet (download my version here)
  3. Score each activity against the Eisenhower urgent / important Matrix​
  4. Tally at the end of each week to see my daily and weekly averages

When interviewing Richard Medcalf of XQuadrant about ideas to help clients become more strategic, he also offered another simple idea. He recommends using a tool called RescueTime to monitor my activity. 

​​It will check how I spend my time when at my computer, eg how much time on email, websites, Word / PowerPoint, etc. It has a 14-day free trial, so I have signed up to see if that gives me some useful information too.​​

So far as day one goes: it's cool. I am looking forward to shining some light on what tools I am using more and less of.

I'd love to hear how this helps you and will come back not only with Richard's interview but more thoughts over the coming weeks. Feel free to email me and share your experiences.
​​
Talk soon,
Davina


PS If you don't normally receive my emails and want to keep up with the series, subscribe below.

 

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 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

 

How to use your critical thinking abilities to turbo charge your communication skills

How to use your critical thinking abilities to turbo charge your communication skills

When I first joined McKinsey as a communication specialist, I was astounded at how quickly consultants came up with rigorous ways to think about new issues.

Over time I came to see how they did it and wanted to share one related strategy that will help you with your communication.

Thinking top down boosts your impact enormously while also providing a useful framework for doing justice to your analysis when communicating.

Here are three ideas to help you put that into practice:

  1. Understand what top-down thinking is about
  2. Get into the helicopter first
  3. Make like a porpoise

I'll run them through in more detail one by one.

 

Understand what top-down thinking is about

Top-down thinking is about identifying the things that matter most before either deciding what problem to solve or building the supporting case for your point. 

In practice, it’s a bit like when you go to an experienced tailor: they don’t tally up each measurement and then look at a chart to know that you are a size 42 regular.

They take a quick look at you and have a hunch that you look like a 42 regular and then test that hypothesis by taking out their measuring tape to check that they are right.

If their measurements disprove their hunch, they adjust their thinking to conclude that perhaps you are a size 40 disguised in baggy clothing.

In problem solving, this means thinking through the roadmap before digging into any particular aspect of the analysis. 

Consultants rely on previously used frameworks to give them ideas for identifying what that roadmap looks like. You can also do this by adopting the standard framework used in your industry or discipline and complement that by grabbing hold of the HBR guide to Key Management Models.

In communication, this works largely the same way. With experience, we can identify the communication pattern and then test it using a set of principles to check that our message and supporting points do their job. We outline both the patterns and a useful test in our short and practical book, The So What Strategy.

Top-down and bottom-up strategies complement each other but starting with the top magnifies our impact and saves us significant amounts of time.

So, let’s look at how you do that.

 

Get into the helicopter first

As with many things, the idea of thinking top down isn’t that hard.

Doing it, however, is not as straightforward unless you have a process to follow.

Here is how I think about it when preparing a piece of communication.

When thinking through my strategy before I draft anything, I focus on absolutely nailing two things: my purpose and my
audience.

This is information that doesn’t appear inside my communication, but rather shapes it.

In going through this process, I ask myself many things to confirm each element. When thinking about my audience though, there is one critical question that I always ask: What would they need to know to agree with me, or do what I need them to do?

I then brainstorm and prioritise my thoughts so that I end up with a high-level list of no more than five points that I must focus on.

I then work top down as much as possible to craft my communication, and work bottom up to test that the ideas are in the right place.

In the Clarity First Program we teach you exactly how to do this.

This brings me to my next point.

 

Make like a porpoise

Have you seen the way a porpoise bobs up and down as it swims?

This is a useful image for me when I think about how I make sure I take full advantage of both top down and bottom up
thinking when I prepare my communication.

As discussed above, I first sort out my top-level messaging.

Having now been helping people prepare their communication for a couple of decades, I am a bit like the tailor I mentioned earlier. I default to key storyline patterns to fast track this process wherever possible.

I then iterate up and down through the hierarchy of my thinking until I am confident that all if the ideas I need to communicate have a logical place in my storyline.

This played out real time in today’s coaching session.

I worked with a team to prepare a short but contentious email outlining some changes to their priorities that partner organisations needed to know about.

We started thinking through our strategy, mapped out our high-level messaging and then as we worked our way toward the end, asked ourselves whether each point was in the right place.

To do that, we assessed the links between our ideas and the inferences we were drawing at each stage.

We checked that the introduction would draw the audience into our main point quickly, that the ideas that supported that main point are organised to be MECE (mutually exclusive and cover everything).

We also double checked that the words on the page achieved our initial purpose and addressed the concerns of the most important audience members.

The team will then communicate the message top down.

They will begin with a short introduction and follow with the main idea and then the right depth of carefully mapped ideas to support that idea.

They will enable their audience to get the big picture quickly and follow the argument step by step.

Click here to learn how to do this for yourself.

 

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.

Strengthen your critical thinking abilities

Strengthen your critical thinking abilities

Critical thinking skills are central to clear and compelling communication.

This video introduces some ideas that will help you think more critically as you prepare your communication.

This is something we consider to be foundational at Clarity First.

We believe that communication that gets the right results quickly does so because the thinking is clear. 

That might sound like a platitude until we dig in more deeply and understand what that means.

This video will help you start digging.

Clarity First will help you go further.

Click here to learn how to turn one of your great assets – your critical thinking abilities – into a superpower when preparing your own 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.

Can business communication be thought of as a science?

Can business communication be thought of as a science?

Many people think that fantastic communicators have unnatural gifts, an innate mastery of a dark art that is so hard to master that it must be with them from birth. You know who I mean, those who command a room or craft stunning prose that transports us to another place.

In contrast, those with technical backgrounds are often told from a young age that they are no good at communication: they would be better off if they stuck to the sciences.

But, what if that were not entirely true?

It may surprise you that your analytical skills can be an advantage when preparing powerful business communication. Here are three ideas to help you make the most of your analytical brain when communicating:

  1. Think long and hard about your purpose and your audience before doing anything else
  2. Use your critical thinking skills to clarify your proposition
  3. Structure your story using a pattern

Let me explain more about each of these three here.

Think long and hard about your purpose and your audience before doing anything else

Before you put pen to paper, invest more than you normally do in understanding your audience. Think about who they are – think through who will make a decision, who will influence that decision and who else you need to consider. Also think about what keeps them up at night about your topic. How much do they know already and how much do they care about it? If you don’t know, find out.

The next step is to think equally deeply about your purpose and phrase it by finishing this sentence: As a result of this specific piece of communication, I want my audience to know think or do …. What?

As a CEO of a mid-sized manufacturing company (who originally trained as an engineer) said this week: “I spent more time thinking about where my audience was at than I have ever done before to make sure my presentation started at the right place for them, rather than just for me.

“In the actual meeting itself, we then spent about one hour out of three confirming we agreed on the starting point for the discussion. This meant that the rest of the time together was hugely productive and we were able to walk everyone through our presentation really easily and got the decisions that we needed to move forward.”

Use your critical thinking skills to clarify your proposition

Working bottom up to test that your proposition is valid is critical if you want to be confident that your proposition stacks up. Here are five steps to help you do that:

  1. Brainstorm your ideas onto a whiteboard
  2. Categorise them into groups, carefully assessing whether ideas really do belong together or not
  3. Look at each group and ask yourself: What do you want to tell your audience about this set of ideas?
  4. Articulate the highest-level message that emerges from that category in a single sentence
  5. Rinse and repeat as you go up the hierarchy until you get to the one, overarching thought – the ‘so what’ – and build your communication to convey and support that one, single idea.

Structure your story using a pattern

It may shock you to learn that there are a small number of commonly used patterns for effective business communication.

In spending a combined five plus decades between us (this too is shocking, we know!) helping consultants and other professionals clarify their thinking so they can communicate clearly, we have distilled what we think are the top seven patterns for day-to-day business communication. Here they are:

  1. Action Jackson for action plans
  2. Close the Gap for improvement recommendations
  3. Houston, We Have a Problem for explaining how to solve problems
  4. The Pitch for pitches and proposals
  5. To B or Not to B for explaining which option is best
  6. Traffic Light for updates
  7. Watch Out to counter emerging risks

You may be pleased to know that although there is plenty of room for artistry in using these patterns, it is not essential. Synthesis plus logic will lead to great clarity and great impact on their own.

Click here to download a chapter of our book describing the Action Jackson storyline pattern.

Keywords: critical thinking, leadership communication, pyramid principle, the so what strategy

 

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.