Karl knocked on the doorjamb. Sara looked up. "You were right," he said to Sara. She made a little circular motion with her right hand, which by now Karl recognized as "Come in, close the door, sit down." He did all that, sighed a deep sigh and said, "Wolf will be a problem."
"Say more," she said.
"Well, he's convinced that Metronome won't work, even if we try this extension. I think he wants to try the Marigold approach instead."
Sara looked thoughtful. "Good thing we found that out now. Marigold is a mess, and we can make sure everyone knows why before we even enter the room on Thursday. I love it!"
Karl and Sara are trying to make a case to decision-makers, and they're taking a very strategic approach. They're speaking to opinion leaders first, finding out where they stand, and learning how to strengthen the case they plan to make on Thursday.
If you plan to "sell uphill" soon, what can you do before and after your formal presentation to enhance your chances of success? Here are five tips.
People are persuaded inpart by the relationship
they have with
the persuader
- Build relationship
- Most people are persuaded in part by the relationships they have with the persuader. Are you known to the people you're trying to persuade? If not, reframe your objective from persuasion to relationship building. Think of the current effort not only as an attempt to persuade, but also as a chance to start building relationship.
- Connect with opinion leaders
- Often decision-makers rely on trusted advisers — opinion leaders. Build relationships with opinion leaders, keep them informed in advance, and listen carefully to their questions and suggestions.
- Make your approach valuable in itself
- Even if you fail to persuade, will you be imparting value? Will the time spent be valuable to all concerned? Make your case so informative, engaging, and stimulating that your audience will be eager to listen to you again sometime.
- Give them something useful
- Deliver something concrete that will make you memorable — a handout, a summary chart, an insight they can use in other contexts, or a quick-reference resource. Put your name on it.
- Appreciate the listeners
- Most of us thank our audiences when we're at the front of the room, but few of us take time afterward to express appreciation. That's actually good news, because it means that when you send a hand-written thank-you note the next day, you'll easily stand out.
If you are yourself a decision maker, and you'd like the champions and advocates in your organization to use some of these strategies, tell them about it. People are a lot more likely to deliver what you value if they know what it is. Top
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Related articles
More articles on Personal, Team, and Organizational Effectiveness:
Express Your Appreciation and Trust
- Some people in your organization have done really outstanding work. You want to recognize that work,
but the budget is so small that anything you could do would be insulting. What can you do? Express your
Appreciation and Trust.
At the Sound of the Tone, Hang Up
- When the phone rings, do you drop whatever you're doing to answer it? Do you interrupt face-to-face
conversations with live people to respond to the jerk of your cellular leash? Listen to seemingly endless
queues of voicemail messages? Here are some reminders of the choices we sometimes forget we have.
Virtual Communications: I
- Participating in or managing a virtual team presents special communications challenges. Here are some
guidelines for communicating with members of virtual teams.
Give Me the Bad News First
- I have good news and bad news. The bad news is that if you wait long enough, there will be some bad
news. The good news is that the good news helps us deal with the bad news. And it helps a lot more if
we get the bad news first.
Some Limits of Root Cause Analysis
- Root Cause Analysis uses powerful tools for finding the sources of process problems. The approach has
been so successful that it has become a way of thinking about organizational patterns. Yet, resolving
organizational problems this way sometimes works — and sometimes fails. Why?
See also Personal, Team, and Organizational Effectiveness, Effective Communication at Work and Managing Your Boss for more related articles.
Forthcoming issues of Point Lookout
Coming January 27: Cost Concerns: Comparisons
- When we assess the costs of different options for solving a problem, we must take care not to commit a variety of errors in approach. These errors can lead to flawed decisions. One activity at risk for error is comparing the costs of two options. Available here and by RSS on January 27.
And on February 3: Cost Concerns: Bias
- When we consider the costs of problem solutions too early in the problem-solving process, the results of comparing alternatives might be unreliable. Deferring cost concerns until we fully understand the problem can yield more options and better decisions. Available here and by RSS on February 3.
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Public seminars
- The Power Affect: How We Express Our Personal Power
Many
people who possess real organizational power have a characteristic demeanor. It's the way they project their presence. I call this the power affect. Some people — call them power pretenders — adopt the power affect well before they attain significant organizational power. Unfortunately for their colleagues, and for their organizations, power pretenders can attain organizational power out of proportion to their merit or abilities. Understanding the power affect is therefore important for anyone who aims to attain power, or anyone who works with power pretenders. Read more about this program.
- A recording of a program presented June 29, 2017, Monthly
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- A recording of a program presented June 29, 2017, Monthly
Webinar, sponsored by Technobility
Webinar Series. PMI members can earn 1.0 Category 'A' PDU by viewing this program. View this program now.
- A recording of a program presented June 29, 2017, Monthly
Webinar, sponsored by Technobility
Webinar Series. PMI members can earn 1.0 Category 'A' PDU by viewing this program. View this program now.
- Bullet Points: Mastery or Madness?
Decis
ion-makers in modern organizations commonly demand briefings in the form of bullet points or a series of series of bullet points. But this form of presentation has limited value for complex decisions. We need something more. We actually need to think. Briefers who combine the bullet-point format with a variety of persuasion techniques can mislead decision-makers, guiding them into making poor decisions. Read more about this program.
- A recording of a program presented June 24, 2020, Monthly
Webinar, sponsored by Technobility
Webinar Series. PMI members can earn 1.0 Category 'A' PDU by viewing this program. View this program now.
- A recording of a program presented June 24, 2020, Monthly
Webinar, sponsored by Technobility
Webinar Series. PMI members can earn 1.0 Category 'A' PDU by viewing this program. View this program now.
- A recording of a program presented June 24, 2020, Monthly
Webinar, sponsored by Technobility
Webinar Series. PMI members can earn 1.0 Category 'A' PDU by viewing this program. View this program now.
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