Blog

Transformative Learning, Part 5: The Value of Reflection

Posted by Rich Mesch on Apr 1, 2010 9:56:00 AM


Last night, I attended an ASTD Corporate SIG meeting where a panel of speakers shared their talent management and development best practices. As one of the speakers described his company’s first-level manager program, he said something that struck me as curious. He stated that participants in this program rolled their eyes when they were asked to spend time reflecting on the course content. Self-reflection, he said, was not initially embraced by these new leaders in training.

Why, I wondered? Why would a call for introspection prompt this reaction? Maybe participants didn’t understand the value of self reflection. Maybe they didn’t know that reflection—namely, critical reflection—has the potential to lead to transformative learning.

Taking a step back, I realized that the value proposition for self-reflection isn’t something we talk about a lot. Given that, I thought I’d identify at least two value drivers for reflection and encourage you to add to this list.

Value Driver 1: Reflection challenges limiting assumptions

All of us hold beliefs and assumptions based upon our previous life experiences and our socially-constructed norms. Critical self-reflection empowers us to challenge those assumptions. By asking the following questions…What is it that I assume? What’s the origin of that assumption? Why do I hold that assumption as truth?...we have the potential to identify our constraining beliefs, entertain alternatives, and shift our perspective. This shift in perspective followed by a resulting change in behavior is indicative of transformation. (See writings on critical reflection by Dr. Stephen D. Brookfield.) Think of the potential value in asking leaders to reflect critically on their current leadership practices. By doing so, we can prime them to grow and change.

Value Driver 2: Reflection aids in the integration of multiple perceptions

Many leadership development and coaching initiatives incorporate stakeholder feedback for the leader on his or her performance. Reflection on stakeholder assessment data is vitally important to leaders’ personal and professional development. When leaders take the time to understand the perceptions others have of their actions, why they have them, and how they empower or constrain them, they can develop significantly from the experience. Reflection is essential to integrating these multiple perspectives with one’s own. Without reflection, any leader would be hard pressed to develop an effective action plan to close gaps and capitalize on successes.

What other benefits are there to reflection? Share your thoughts. Hopefully, we’ll turn those critics of reflection into converts and eliminate their eye rolls.

Topics: Series, Performance Improvement, Transformative Learning, Leadership

The Leadership Litmus Test

Posted by Rich Mesch on Mar 30, 2010 3:59:00 AM

“If your actions inspire others to dream more, learn more, do more, and become more, you are a leader.”    --John Quincy Adams

People who know me, know I’m addicted to quotes. When I read this quote, it struck me as being so parallel to a recent article I read on leadership titled “Recession as a Litmus Test”. Take a look!

The article discusses that during times of recession (or difficult times in general), there are four distinguishing aspects of leadership. Those four aspects are as follows:

1 - Disciplined Thinking (Dream more)

Help others to see through the noisy clutter of confusion during times of uncertainty. Focus on the known, such as the core business requirements, and keep an eye on the big picture.

2 - A Bias for Action (Do more)

Don’t just wait around for someone to tell you the new vision or the next steps to take.  Start creating it….one step at a time. You may need to take a step back once in awhile, but three steps forward and one step back is better than no steps forward at all.

3 - Timely and Transparent Communication (Inspire others)

Be open, be honest, be realistic. Find the right balance between realism and optimism, but always communicate.

4 - The Ability to Inspire Followership (Become more)

After someone speaks to you, do they feel as if they can move forward or do they feel “stuck”? Use the three items above to help inspire others. Lead by example.

Now, picture yourself in this situation. Due to a recent reorganization, you now are leading a blended team of individuals from two very different organizational cultures (maybe it was a merger, maybe it was a global reorganization effort, whatever the case may be). You need to begin laying out your strategy, supporting projects, plans and processes for your newly-defined team. But where do you begin?

Timeline and Transparent Communication – Acknowledge and recognize the differences in cultures. Discuss as a new team how you begin to for the new culture and expectations within your team.

Disciplined Thinking – Think about what you know and how to “anchor” your team on the known vs. worry and complain over the unknown.  Sure, as a new organization, not everything will be clearly defined. However, some things must be known. For example, the organization must have a business strategy and long-term goals. You can always use this information and collect data on the competitive marketplace or industry environment

A Bias for Action – Act! Based on the facts that you know now, start creating your strategy, begin planning projects that support those known goals. Start your research!

Inspire Followership – Examine your team and others that you have an influence on. After each interaction, think about the impact you had on them. If the impact was not as positive as it could have been, consider what you can do differently the next time you interact with your team.

Distinguish yourself from all other leaders by implementing these tactics on a regular basis. Take these steps and you’ll pass the leadership litmus test.

Topics: Performance Improvement, Change Management, Organizational Change, Leadership

Virtual Immersive Environments: From Theory to Practice, Part 3: The View from IBM

Posted by Rich Mesch on Mar 22, 2010 4:52:00 AM

by Rich Mesch

[This article explores the impact that IBM has had on the use of VIEs in business. Today’s entry is the first of at least two that are based on an interview I did with Chuck Hamilton, one of the key visionaries responsible for IBM’s commitment to VIEs.]

When you talk about the use of Virtual Immersive Environments (VIEs) in the corporate world, you can’t help but talk about IBM. IBM has been one of the earliest and most fervent adopters of VIEs for various business uses. While other corporations are dipping their collective toe in the water, what made IBM dive into the deep end? To answer that question, I was fortunate enough to get some time with Chuck Hamilton, the head of Virtual Learning Strategy at IBM’s Center for Advanced Learning in Vancouver, BC.

Chuck works with a diverse and talented group at IBM. He shares, “We’re sort of the go-to people for learning delivery across IBM. We are very seasoned people with expertise in 100 different angles around the intersection of learning and technology. So we help the people with design, we help the people with delivery, we help the people come up with a new way of getting it done—whatever it takes. My particular expertise has always been where new media learning and technology starts to cross.”

With that sort of background, you might expect that Chuck would become interested in VIEs; what you might not expect is that it’s his architecture background that first got him interested: “If my first degree hadn’t been around design and architecture, I probably wouldn’t have been so fascinated about putting spaces together that I could put people in.”

But that interest quickly turned to the application of VIEs for learning: “IBM spends millions of dollars on learning globally, so it is something that is important to us, and Learning has became very important to me.  I always find myself saying, ‘How can I take XYZ technology and make it work for people in a learning context?’”

Chuck was becoming increasingly aware of 3D worlds like World of Warcraft. “We started to say, ‘It’s quite interesting that there’s this parallel universe that’s being built almost next door to IBM, replete with economies and so on. Then we started talking to some of the people who were thinking about these economies and realized that some of these economies were bigger than whole countries—but were happening virtually. That’s what really tipped it for me.”

IBM’s participation in VIEs began with a Jam, a collaborative innovation process designed to bring together diverse mind to create innovations. “One of the focus areas was around virtual collaboration in a global setting. And the reason why that’s important to IBM is that there are 400,000 IBMers worldwide, another 100,000 contractors, and about 70% of those people live outside the Americas. 42% of people don’t have a traditional office. So we were a virtual company by nature, and increasingly having to come together on a virtual global basis.”

So Chuck decided to take the Jam team into the 3D world. “And all of a sudden, all kinds of people showed up and wanted to participate. We had these young, brand-new IBMers flying around next to executives, talking about how a World could be used. People were seeing that this had some real possibilities.”

The idea of using Virtual Worlds for collaboration proved to be the most popular idea to come out of the Jam that year, and the team earned substantial funding to build the idea out further.

[In the next post, we’ll look at how the concept of Affordances affect how we interact with 3D worlds.]

Topics: Emerging Technologies, Virtual Worlds, Series, Performance Improvement, Organizational Learning

The Science Behind Learning: Cognitive Tips and How Tos for Corporate Training (Part 2)

Posted by Reni Gorman on Mar 21, 2010 8:38:00 AM

by Reni Gorman

Tip #2: Use the conceptual framework (you created in tip #1) to organize course material into hierarchical groups, subgroups and chunks of 7 (plus or minus 2).

Cognitive Psychology: Prepare information for encoding into the propositional network by attempting to organize and chunk material into meaningful patterns of information based on a conceptual framework and limited to groups or units of 7 (plus or minus 2) to account for the standard capacity of verbal working memory.

Why (Justification):

“The fact that ‘expert’ knowledge is organized around important ideas or concepts suggests that curricula should also be organized in ways that lead to conceptual understanding.” (Bransford et al., 2000, p. 42)

Even though experts have vast knowledge basis in their domain, their knowledge is organized around a set of core concepts that guide them. These core concepts “emerge” as a higher level pattern among all the data for their domain referred to as meaningful patterns of information that arose over years of practice. (Bransford et al., 2000) “A key finding in the learning and transfer literature is that organizing information into a conceptual framework allows for greater “transfer”; that is, it allows the student to apply what was learned in new situations and to learn related information more quickly.” (Bransford et al., 2000, p. 18)

In a study by DeGroot (1965) expert chess players were compared to novice players by asking them to verbalize their thinking as they played. The experts were more likely to recognize meaningful chess configurations and strategies that allowed them to consider sets of moves that were superior to novices. “Chess masters are able to chunk together several chess pieces in a configuration that is governed by some strategic component of the game. Lacking a hierarchical, highly organized structure for the domain, novices cannot use this chunking strategy.” (p. 33)

“The superior recall ability of experts… has been explained in terms of how they ‘chunk’ various elements of a configuration that are related by an underlying function or strategy. (Bransford et al., 2000, p. 32) According to Anderson (2000) our minds seem to break information down into the smallest unit of knowledge that can stand as a separate assertion for storage, into a proposition.

Understandably, studies have shown that propositional retention is also better in and of itself when meaning is applied. In an experiment, Anderson (2000) himself participated in; subjects were asked to remember pairs of meaningless acronyms such as DAX-GIB. Meaningless memorization resulted in Anderson scoring the worst in his class. Anderson now suggests tying meaning to the acronyms would have improved his ability to recall them.

“Propositions information can be represented in networks that display the relations among concepts.” (Anderson, 2000, p. 151) Propositional networks are also referred to as a semantic network: of or related to meaning.

If you ask people to listen to a list of 20 unrelated words and then ask them to immediately recall them in any order. Then, graph the results with position of the word in the original list on the X (horizontal) axis and the proportion of people who recall that word on the Y (vertical) axis, and you will get a U-shaped curve. This is called a Serial Position Curve and it reveals that the words in the beginning and end of the list are what most people remember, with, generally more words remember at the end. Usually people will remember 7 plus or minus 2. This is considered a standard measurement of the capacity of verbal working memory. (Anderson, 2000) The interesting twist as it relates to the organization of information is that if you give subject-related words, the U-shaped curve still returns, but people will remember more words because they will remember groups of related words.

How (Application):

    • Flesh out the details of your high level outline that you based on the conceptual framework. The first level categorization should remain equal to your conceptual framework and expand the hierarchy from there into a detailed outline with logical related groupings and sub-groupings as needed by taking each concept and creating subgroups of chunks that explain that concepts (sub-concepts). (Main topics and sub-topics.) Make sure you have enough information for each core concept to explain its meaning.
    • In addition to the main points you wrote for your core concepts, write main points for each sub-concept (sub-topic) as well.
    • Take a look at your hierarchical outline when you are done to see if it is chunked optimally. Try to keep each group limited to about 7 (plus or minus 2) if possible.
References:

Bransford, J. D., Brown, A. L., & Cocking, R. R. (2000). How People Learn: Brain, Mind, Experience, and School. Washington, D.C.: National Academy Press.

Anderson, J. R. (2000). Cognitive Psychology and Its Implications: Fifth Edition. New York, N.Y.: Worth Publishers.

Topics: Series, Performance Improvement, Learning Theory, Cognition

Why Sell Yourself Short? Position the Business Value of Your Work

Posted by Rich Mesch on Mar 12, 2010 5:57:00 AM

Performance improvement begins with business goals. What are the strategic priorities of the organization? How do the tasks I perform in my job role help to satisfy those strategic priorities? Perhaps, we don’t ask ourselves these questions every day. So, it’s easy to lose sight of the bigger picture. When we do, the business value of our performance becomes less of a focus. I was reminded of that when I met with a former student of mine earlier this week.

I met with this student so that we could review her resume and discuss her career aspirations. She is now in her junior year in college. As we discussed the tasks she had listed under various job titles, I noticed that she began to look more and more chagrined.

“At this job, I only filed patients’ claims,” she said. “It really doesn’t seem like much. I doubt a future employer would be impressed by this work.”

Now, think about it. What would you say to this student? Would you say, “No, no, don’t think that way. It’s very important work.” Well, I did. And you know what? It’s the truth. The tasks she performed helped her employer satisfy a business goal. While the work might have seemed mundane, it was vital to the success of the business. I told her so.

“I never thought of it that way,” she said.

Widening her perspective helped her to see the relevance and importance of her contributions. It also gave her the confidence to position her work for this employer as being significant and noteworthy. Suddenly, “Filed patients’ claims in accordance with legal statutes” took on greater meaning and purpose.

The lessons I took away from this conversation are two fold. First, we tend to regard our everyday work rather myopically. Who’s to blame us? Deadlines have a way of keeping us focused on the task at hand, rather than the larger business benefits of our hard work. And second, we need to remember that in order to position ourselves effectively – say, in a conversation with our superiors at work – it’s important to lead with those business benefits of our hard work.

I can hear the conversation now… “I saved the company over a million dollars by effectively filing patients’ claims in accordance with legal statutes.” Now, that type of performance will get any manager’s attention.

Topics: Performance Improvement

The Science Behind Learning: Cognitive Tips and How Tos for Corporate Training

Posted by Reni Gorman on Feb 28, 2010 11:01:00 AM

by Reni Gorman

(Links to other articles in this series: 1 2 3 4 5 6)


Tip #1: Highlight the underlying core concepts. Explain what each concept is and why it is important (the meaning behind it).

Cognitive learning theory focuses on learning with understanding (as opposed to memorizing fact) by teaching the underlying concepts and meanings--and thereby increasing the depth of processing.

Learning with understanding means we understand the underlying core concepts, the meaning behind the facts. Not just knowing the “what” but also understanding the “why.” Once we have a deep understanding of what we are learning, we can relate it to or transfer it to something else. (Bransford et al., 2000) Learning with understanding is critical because: “…‘usable knowledge’ is not the same as a mere list of disconnected facts. Experts’ knowledge is connected and organized around important concepts; it is ‘conditionalized’ to specify the contexts in which it is applicable; it supports understanding and transfer (to other contexts) rather than only the ability to remember.” (p. 9)

Learning with understanding necessitates paying attention to the meaning. The depth of processing theory states that information processed at a deeper level of analysis improves memory for that information. This contradicts earlier ideas that meaningless memorization and rehearsal improves memory. (Anderson, 2000)

Anderson (2000) explains that we may remember details initially, but although we may quickly forget the details, we will remember the meaning a lot longer. Meaning-based representations are best encoded and, therefore, best remembered. Therefore insuring students understand the core concepts and meanings is the only way to successfully teach them. In a study by Davidson (1994) on how well people remember stories and what parts they remember most, even though short term people remembered irrelevant and interruptive atypical actions, long term, their memories of the basic story was what remained.

How (Application):

  1. Extract and list all core concepts. Review what you plan to teach and extract the core concepts. If you find yourself getting entangled in the details, ask yourself why each detail is important. What is the underlying reason that makes that detail important? Trace back all details you think are important until you find the set of core concept underneath.
     
  2. Prepare a brief explanation for the “big picture” of how all these core concepts work together in a conceptual framework. This explanation will be your course overview. The conceptual framework will be your high level outline.
     
  3. Prepare main points for each core concept that explain “what” the core concept is and “why” it is important. Keep main points brief – limit to one paragraph.

 

References:

Anderson, J. R. (2000). Cognitive Psychology and Its Implications: Fifth Edition. New York, N.Y.: Worth Publishers.

Bransford, J. D., Brown, A. L., & Cocking, R. R. (2000). How People Learn: Brain, Mind, Experience, and School. Washington, D.C.: National Academy Press.

Davidson, D. (1994). Recognition and Recall of Irrelevant and Interruptive Atypical Actions in Script-Based Stories. Journal of Memory and Language, 33, 757-775.

Topics: Series, Performance Improvement, Learning Theory, Organizational Learning, Cognition

Virtual Immersive Environments: From Theory to Practice, Part 2: A Matter of Life and Death

Posted by Rich Mesch on Feb 15, 2010 4:01:00 PM

by Rich Mesch

[This is part 2 of series that started here. I met Dr. Glynn Cavin at this year’s ASTD TechKnowledge conference. He shared with me some of the work he is doing using Virtual Immersive Environments, and was good enough to allow me to interview him for this article.—RM]



Is your training a matter of life and death?

For Dr. Glynn Cavin, it is. Glynn is the Director of the Transportation Training and Education Center at Louisiana State University and a PhD in Human Resource Education and Workforce Development. One of his responsibilities is training road maintenance crews in Louisiana. Road crew errors have resulted in thousands of injuries and deaths over the years. How could he turn those numbers around?

A former Air Force Colonel, Glynn spent 24 years in the military. His military experience taught him that he needed to be out there, working side-by-side with the people he was responsible for, and to get to know them.  "It felt like training had two different camps," says Glynn. "There was more sophisticated training for professionals like engineers, but only classroom training for the highway maintenance crews. There's nothing wrong with classrooms, but a lot of the crew members were intimidated by the classroom.  It isn't their natural setting, for many of them it's an environment where they haven't historically been successful, and it isn't really relevant to their job. And then we wonder why they aren't getting it."

As a curious learning professional, Glynn had spent some time in Second Life, and found himself wondering if Virtual Immersive Environments (VIEs) might be an option for him. After all, road crews didn't work in classrooms; they worked out on roads and highways. Although the classroom training provided opportunities for practice, it wasn’t very realistic; there’s a big difference between trying a skill in the classroom versus doing it in the midst of busy traffic, noisy construction, and unpredictable weather. What if learners could practice in a safe environment that replicated many of the auditory, visual, and emotional cues they’d experience in real life?

“There’s no way to experiment or practice in the classroom,” says Glynn. “You learn the basics of work zone safety, and next thing, you’re out in the real work zone with cars whizzing by at 50 miles per hour. At least if you get clipped by a car in the virtual world, the only thing that gets hurt is your feelings.”

“We don't know a lot yet about how people learn virtually,” Glynn adds. “When the virtual world has the same cues as the real world, then those cues should help in the recall process when it's time to subconsciously recall that learning. We are looking to get the ‘Sense of Self’ and the ‘Power of Presence’ that Kapp & O’Driscoll talk about.”

Glynn set out to create a training experiment, where he would compare the effectiveness of blended training using both classroom and a Virtual Immersive Environment with training that used classroom lecture methods exclusively. In order to make his experiment work, Glynn put together a collaborative team, including Marty Altman of the Louisiana Immersive Technology Enterprises (LITE), an incubator for innovative technologies; Dr. Krisanna Machtmes, from the  LSU School of Human Resource Education, and expert of distance learning and statistics; and Mary Leah Coco, a doctoral student at LSU.

The team chose the Unity 3D engine as their platform. “We chose Unity because we could track everything-- where they put their avatar, how long it takes them to do certain tasks,” Glynn notes. “We may use something like Second Life in the future, if it could support our data tracking needs.” To avoid any intimidation involved with using a PC, learners will use a Logitech game controller, similar to an Xbox controller. To further simplify the learning curve, the controller has only a few buttons enabled. While this is technology-based learning, the goal is for the technology to be invisible to the learner.

“In a traditional classroom, when you ask for volunteers, everyone looks at the floor,” Glynn observes. “You may get an extrovert, or the instructor may select someone. Nobody wants to be the one making a mistake; in a VIE, everyone gets a chance to do it, and there's no 'public humiliation'-- nobody knows but you and the instructor. And you get to keep doing it again and again until you get it right.”

The experiment will be held in mid-March. The initial audience will be 200 learners from various parts of the organization. The control group will receive the traditional classroom training, while the treatment group will experience the blended approach. “We’ll have a Beta model for testing by March 1, and then the experimental group by March 15. We will have up to 15 classes with 20 students per class; it’s about a four-hour class. When the students report for training, they will not know which group they are in, or that there even are two different groups. Control and treatment classes will be on different days.”

Effectiveness of the blended learning will be measured in multiple ways:

1. Pre- and post-tests on content

2. Empirical data from use of the virtual environment software (decisions made, reaction time, etc.)

3. A qualitative interview with learners after each class

4. An evaluation of learning retention after 6 months

Actual improvements in road safety will also be tracked; however, with so many variables impacting road safety, the team isn’t convinced that they can make a directly correlation of the results to the training

While the experiment hasn’t been completed yet, the team is already excited about it.  Glynn says, “We think this is a big step forward. In our literature review [on Virtual Immersive Environments], we did not find a lot of empirical data to back up the claims. We hope this will add to that body of knowledge, especially for a diverse workforce. We couldn't find any literature where researchers were using blue collar workers who hadn't been in a school a long time.”

In the end, Glynn thinks this effort will be successful because he knows these learners very well. “There are a lot of naysayers out there who say this won't work because this group doesn't use technology. But if you watch them day-to-day, a lot of them have Smart phones or Wiis or Xboxes. So they may not be comfortable with a PC, they are comfortable with technology.

"This has the potential to be transformational for the adult education community as virtual learning reaches out to those who learn best visually or who may be functionally illiterate.  Virtual learning environments could offer a whole new frontier for educators and developers hoping to reach out to marginalized populations.” 

Topics: Emerging Technologies, Virtual Worlds, Series, Performance Improvement, Learning in 3D, Simulation

A is for Analysis; Analysis of What?

Posted by Rich Mesch on Feb 12, 2010 12:23:00 AM

I was asked a question the other day that made me pause before responding. The question was:

“Where does the performance consulting process end and the “A” in the ADDIE process begin?”

I paused because, in reality, the separation is not so cut and dry. There is overlap. So, in this entry, I’ll address the separation and overlap. Please comment and share your insights as well.

Let’s first define what we mean by the PC process and ADDIE process.
    • The PC process we’re referring to here is a performance analysis model (e.g., Gilbert’s Behavioral Engineering Model).
    • The ADDIE process is an instructional design model. ADDIE stands for Analyze, Design, Develop, Implement, Evaluate.

In regards to the question posed above, it’s the “A” step that creates some confusion between these two processes. The tasks in this “Analyze” step include: clarifying the instructional problem, establishing instructional goals and objectives, assessing the audience’s needs, examining learners’ existing knowledge, and considering the learning environment, constraints, delivery modalities, and timeline.

Notice that the focus here is on “instruction.” That focus presumes that instruction is the solution to a performance problem. Indeed, sometimes it is. How do we arrive at this conclusion? We arrive at it through the PC process.

Let’s break down the distinctions between the PC Process and ADDIE “A” in the table below:

 

PC Process “A” in ADDIE Process
Focuses on business and performance outcomes Focuses on an instructional outcome
Concerns itself with the desired behavior and the environment necessary to support that behavior

(Performance = Behavior x Environment)
Concerns itself with the learning objectives necessary to support the desired behavior
Endeavors to change performance in order to impact the business Endeavors to educate in order to change behavior
Examines root causes for a performance problem Examines knowledge gap for a training problem
Defines success primarily in terms of on-the-job application and business impact Defines success primarily in terms of satisfaction, comprehension, and on-the-job application

With these distinctions drawn, it’s important to note that the overlap between the two elements often occurs when a knowledge and skill gap is uncovered by the Performance Consultant as a root cause for a performance problem.

Information about that knowledge and skill gap can be passed from the Performance Consultant to the Instructional Designer for the training solution. That information does assist the Designer in the analysis phase of the ADDIE process. It’s good background. Now, the Designer can dig into the knowledge and skill gap further by conducting a thorough training needs analysis. It’s this TNA that allows for the successful design, development, implementation, and evaluation of the training solution.

Topics: Performance Improvement, Learning Theory, Design, Consulting, Organizational Change, Organizational Learning

No Such Thing as a Difficult Client: 5 Quick Tips

Posted by Rich Mesch on Jan 31, 2010 7:01:00 AM

  1. Establish common ground. What business-relevant goals do you and your client have in common? Start by acknowledging a shared interest.
  2. Focus on results, not emotion. What are the action steps necessary to accomplish the business and performance results that both you and client can agree upon? Rather than becoming angry or exasperated, simply think about the end result and how to accomplish it. Then, you won’t have time for emotions.
  3. Influence through reciprocity. What might this client want that you can provide? Reciprocity helps you to influence your clients. If they, for example, afford you the time to conduct a thorough needs analysis, you could reciprocate by providing them with the statistics that help them sell their ideas more effectively to their manager.
  4. Inquire and Listen.  Never put words in another person’s mouth.  Ask their thoughts.  Listen to their concerns.
  5. Attune and Facilitate.  Step into the other persons shoes and imagine what it may be like to be in their position.  After you “see from their eyes”, facilitate a problem-solving discussion.  State your understanding of the other’s concerns and move towards a resolution.

Topics: Series, Performance Improvement, Client Management

Relationship Building Tips

Posted by Rich Mesch on Jan 21, 2010 6:30:00 AM



In his book Relationship Economics, David Nour urges us to think strategically about our business relationships. A significant component of that strategy, he says, is for us to know our purpose. As a Performance Consultant, our purpose is to serve our clients as a Strategic Business Partner. But how do we do that if our clients keep labeling us as simply a Learning Support Provider? Here are some ideas.

According to Dana Gaines Robinson, we can become a Strategic Business Partner to our clients by:
    • Gaining Access
    • Building Credibility
    • Fostering Trust
In order to Gain Access to new clients, we can:
    • Develop visibility by offering to serve on corporate initiatives where we will interact with these individuals
    • Ask an existing client or colleague who regards us favorably to provide an introduction to the new client
    • Offer to share our research with this new client in an area that he/she may be interested in—research that has business value
In order to Build Credibility with clients, we can:
    • Demonstrate that we possess knowledge of their business—and more importantly, skills in helping to make their business more successful by developing their employees. We can do so by sharing what we know about the client’s business priorities and describing to the client how partnering with us will help him/her satisfy those priorities. We can sell clients on the value of our skill set and services.
    • Be a good listener. Ask probing questions about projects currently underway or new projects the client envisions in the future. Listen; then, discuss our unique skill set with the client as we offer to assist with new or existing projects. We may also want to share examples of our work with the client.
In order to Foster Trust with clients, we can:
    • Seek clarity and confirmation on the client’s expectations of us, and—at the same time—share our expectations of the client. We can voice our assumptions and have the client voice his or her assumptions as well. We can do so honestly, openly, and frankly.
    • Meet or exceed the client’s expectations. In doing so, we’ll build credibility and foster trust.
    • Get to know the client personally, as well as professionally. Work is one dimension of the client’s life. What matters to the client outside of work? We can take an interest in all facets of the client’s life.
These are just some tactical tips for executing on the strategy to become a Strategic Business Partner to new and existing clients.
Growing Individual Contributors into Effective Leaders

Topics: Series, Performance Improvement, Change Management, Organizational Change