Archive for the ‘Strategy’ Category

Some Crises Are ‘No-Win’

Monday, August 23rd, 2010

In a balanced article in the 22 August New York Times, writer Peter S. Goodman talks to a heap of PR folks about the Goldman Sachs, Toyota and BP communication nightmares. It’s a good piece, especially one graf:

“Which raises a question: Are some crises so dire that public relationship victory is simply not on the menu? And, if so, what’s an embattled company to do?”

After living through the financial crisis with a regional bank, I can tell you that we did wonder whether there was anything we could do differently to try and make our sow’s ear into a silk purse. Or even just a paper bag, anything except what we were getting.

The question of visceral hatred that we see for Goldman Sachs and BP isn’t equaled for Toyota. Of course, the corporate reputations of both Goldman and BP weren’t near as positive prior to their crises as Toyota’s. In the Goldman case, was public opinion merely scapegoating a convenient target? We didn’t much like the idea that this company was busy racking up big profits whilst the average Joe saw 401 (k) collapses, layoffs and strife. BP had held itself out as a new breed (Beyond Petroleum). Meanwhile, Toyota had become the largest auto company in the world on the strength of perceived exceptionally high quality. There was more goodwill built up around Toyota, and although they had a few bumps, they seem to be returning to their lofty status.

One expert quoted in the article said when the facts are horrible, “the best PR fix may simply be to absorb the pounding and get back to business, while eschewing the sort of foolish communication gimmicks that can make things worse.”

We see, however, how heavy the pounding can get when companies decide to stonewall or be overly parsimonious in their statements. But I agree that sometimes, the news is just so bad, so damaging, that there’s no way to win. So, the question becomes, just how much crisis medicine are you willing to take?

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4 Steps to Build Relationships with HR (& others)

Tuesday, August 17th, 2010

It’s an axiom that the Human Resources and Public Relations teams often don’t get along, though as with the IT crew, we should be fast friends and excellent partners.

Let’s face it, it can’t be easy to be an HR pro these days. “HR jobs are often the last to go in a recession. Layoffs, wage freezes, benefits cuts, discrimination lawsuits, new government regulations and other recession-fueled workplace developments all generate additional HR work…” (Workforce Management, May 2010, p. 16).  All that extra work, especially the human factors, have to bring a boat-load of stress.

We PR folks haven’t had it easy the last couple of years, either, as our staffs and budgets got squeezed. Long hours, multiple shifting priorities…  That’s even more a reason to partner-up, even as compadres in misery.

Whether in good times or bad, HR or IT, what do we do to foster professional relationships? Follow these four steps:

1. Communicate: Start by opening lines of communication. Reach out, go for coffee or lunch, ask lots of questions about HR’s business goals and how they’re striving toward them. Put yourself in their shoes. HR folks have a lot to offer, and a lot of times, just need your expression of interest to open up. Besides, that’s how we’re supposed to gather business intelligence, anyway — by talking to people.

2. Coordinate: Where do your worlds intersect?  HR content is important, whether for employees or for external constituencies. What events, projects, initiatives are on the horizon? Again, look at it from their perspective.  It may seem basic, but the big issue is the old right-had/left-hand disconnect. Help to reconnect by sharing information from your broad perspective and by being ready to make a few changes to your plans to accommodate HR’s situation and goals. You want employees to be informed, and so does HR. You want the organization to attract qualified prospective employees, and so does HR. We’re not so different from one another — we’re professionals with jobs to do.

3. Collaborate: Every department has been doing more with less. Pitch in and offer to help out.  At Goodyear, I volunteered to be part of an organizational effectiveness audit. My participation allowed the audit to move a bit more quickly and spare some folks a couple of really long days. It also allowed me to hear from our front-line employees face to face. They weren’t shy about their experiences with leadership, and communication. I was able to look through HR’s lens — thinking and talking about how to improve the organization. Plus, I built trust, won some allies and made some friends in the organization, always helpful outcomes for a communicator. Yes, we’re all busy, but it’s worth the investment of time.

4. Counsel: The heart of being a trusted counselor is the relationship. Working hard at forging professional bonds with your HR team gets noticed. For that matter, you could apply these steps to any constituency, whether you’re in conflict or not.  When you’re known for your curiosity, willingness to help and ability to add value to a discussion, you’re setting a strong foundation for relationships and your role as a trusted adviser — a seat at the strategic table.

You still need to bring the goods, by the way — your planning, advice and writing have to be first-rate. The assumption of expert status must be backed up by your outstanding performance, again whether you’re working with HR, Finance, IT or whomever.

When you do it right, you’ll discover what great partners they can be.

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5 Reasons Why HR & PR Don’t Get Along

Wednesday, August 11th, 2010

Ask any corporate communicator who they want to report to and they’ll say, “the CEO!”  Now ask who they’d NEVER want to report to. They’ll say, “HR.”  why is that?

Our corporate cousins in Human Resources have many of the same issues that we do. They want to be seen as strategic resources, not mere tactical cogs in the wheel. They struggle to be taken seriously outside of their functional silos.  They fight for budget and resources with some difficulty, because they “don’t drive sales,” or “don’t understand the business.”  By these lights, we should be strong partners — the shared pain of the back-office services would seem to be a logical impetus for a good relationship.

My own experience demonstrates that possibility. Goodyear’s (now retired) Kathy Geier was a trusted member of then-CEO Bob Keegan’s cabinet.  She reached out to me often on all kinds of matters, and recruited me onto a task force on business process optimization. Many of her team sought me out (and I, them), and we forged a strong, positive relationship. KeyCorp’s Diane Coble and Jeff Darner (since moved on) and I enjoyed similar mutual respect and partnering. Even my brief tenure at National City Corporation included positive experiences working with HR.

But in other organizations, jealousy, turf wars, even outright stiff-necked opposition are the order of the day. Why?

Here are 5 reasons why HR and PR don’t get along.  Next week, 5 ways YOU can build a good relationship with them.

1. HR thinks they’re smarter than PR. There’s a stronger academic body of knowledge in HR, a business school connection missing from most all PR programs, which reside in Journalism.  They think their college experience was more demanding and quantitative than ours.

2. HR is hungry for budget and control.  They want more than just the functional duties of compensation, personnel, etc.This is key to their strategic aspirations; the “support services” model often puts an HR person in charge of all the support functions, elevating them to higher pay and bonus as a result of larger budgets and spans of control.

3. HR often believes that only information critical to the employee should be communicated to them — and that means comp/benefits, business conduct and training opportunities should be top of the fold in the employee newsletter and front-and-center on the intranet. They believe that they know more about communication than we do (and sometimes they’re right, but that’s another post).

4.  HR provides training in many fields, so it believes it knows better how to train managers to be communicators than we do.

5. HR likes checklists. Communicating something is an output to be checked off, not a process with a closed loop. They prefer push to pull, wanting to declare that a communication has been sent and therefore is complete. This is especially fraught when discussing how to measure the effectiveness of communication activity.

Just a reminder — these aren’t hard and fast rules, they’re examples. Your results may vary.  In fact, share your thinking here!  Do these resonate with you? Am I full of it?

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Don’t Cry Over Measurement

Friday, August 6th, 2010

Listening to communicators carry on about how hard measurement is makes me crazy.  Look, I’m no quant-geek, high-foreheaded, pointy-headed type of guy, I’m a lowly scribe, an ink-stained (and pixel-illuminated) wretch.  That’s why I wrote an article for IABC’s CW Bulletin called “Measurement Without Crying.” Read it, and stop weeping.

Don't Cry.

You’ll also find pieces by my Institute for PR Measurement Commission colleagues Katie Paine and Mark Weiner — in this all-measurement issue.

Honest – it’s not all math all the time, and it’s not scary once you learn something about it. This fall, my students at Kent State University (PR Tactics) will find out, because I’m going to give them a window into measurement as part of the coursework!

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IT, PR Share Common Issues (Part 2)

Friday, July 23rd, 2010

When I attended an IT conference in June, I did so to meet some new people and maybe even learn something. I found much in common with our technical cousins, as I wrote here and here. But the second day reinforced the common themes of desire to be taken seriously as business people, not just technical experts; of attempting to speak the language of business, rather than a narrow specialty jargon; and of struggling to provide meaningful measures of the value an organization receives from investing on our specialty. And the speakers were quite accomplished.

IT Paradigmologist, Speaker, Professor, Consultant

Mark Smalley, who describes himself as an “IT Paradigmologist,” and has a day job as a consultant for CapGemini, detailed several factors weighing heavily on the formerly bulletproof IT discipline:

Speed of change — the switch from mainframes to servers was hard enough, now the user experience outside the enterprise is improving seemingly hourly, whilst inside the organization, we’re still trying to convince people of the need for upgrading three year old systems

A “hybrid” application landscape — IT people refer to “applications” where we lay people talk about “programs.” Legacy applications are being supplanted by “the cloud,” which the internet is fostering and supporting.

Immature “demand management” — IT people must understand the business well enough to effectively manage expectations and help users adjust demand for them. Here, the expectations are that IT can do vastly more than it can (at least at the price users expect to pay.)

Differing levels of “emotional quotient” and “systemizing quotient” — For users, IT is an emotional discipline. We care not for elegance, we care that it works. IT people, however, see the work as something to be systemized — predictable and repeatable processes. That leads to a disconnect if left unbalanced.

At the heart of Smalley’s recommendation is that “IT is from Flatland and business is from Spaceland.”  We PR folk ask ourselves frequently why management doesn’t understand our work (it’s easy, it’s not really a business skill, it’s art), but we make little effort to understand the business (it’s boring, it’s numbers, it’s hard).

His excited, animated delivery and somewhat esoteric language made him fun to watch, even as a chunk of content was busy sailing over my head. A 15-page pamphlet summarizing Smalley’s upcoming book on business information management made a helpful sidebar to an interesting, if challenging subject.

Valerian Harris presented a great case study

Valerian Harris, VP of Enterprise Solutions for Patni Americas, walked a small group through a case study of an IT transformation — the wholesale destruction and reconstruction of a crop nutrient company’s IT systems and processes.  Harris focused on the importance of organizational change management to the success of the case. This is different from IT change management, which is a separate discipline that looks more at system user process change than on the human factors affecting the project.

The project sought to free up internal resources and outsource IT functions outside the company’s core businesses in port operations and deep mining of potash and phosphates (not a particularly sexy business, but one vitally important to agriculture around the world). The company needed cost effective support in several countries, which meant shifting previously country-specific resources to a more centralized environment. You know that could have led to a sense of loss — not only for employees who might be reassigned, but for the business leaders who were used to dealing with local resources.

Designing the IT solution set too little time — globalize the IT organization, focus on business value and implement SAP globally. Designing the organizational change program took far longer. They needed to change:

  • how the organization thought about IT;
  • inspire what had been a downtrodden and beat-up IT staff;
  • retain, redeploy or release staff as required;
  • enhance IT’s capabilities as service providers, and
  • foster a culture of interrelationships and high performance.

In terms of applicable content, this presentation would have been at home at IABC or SHRM, especially as the metrics describing progress were outcome-related.  Too many communication programs focus only on outputs — did the material get sent on time to the right people (checking boxes on a list)?  In this case, the signs of success were infrastructure uptime, lower costs and, importantly, increases in end user confidence.  Process standardization and the move to integrated service delivery fed the technical changes and provided a burning platform for communication surrounding the organizational changes.

I had the strongest impression that little might change were a communications pro delivering a similar presentation!

David Cannon, Hewlett-Packard’s IT Service Management grand pooh-bah, wrapped up the event with an entertaining summary of everything that had gone before.  Another in a line of excellent presenters, he involved the audience, asked questions and roamed the floor with not one PowerPoint slide in sight.

His first question, right at the start line, was: “What does the customer get from us?”  People shouted out several things, including “consulting” and “service desk” and other specific applications. But Cannon told us that it was service that the customer gets — not the applications and tools we use to deliver it.

The credo needs to be, Cannon said, find out what the customer is trying to achieve, then choose the utility that will get it to them at the right price.  This simplicity of message, elegant and easy to understand, silenced the crowd.  It would have done the same with a communication audience. But after extolling the virtues of IT business relationship management, of a single point of contact for IT services regardless of specialty or system, and warning that service is not the same as activity, he challenged everyone to embrace innovation and take more risks.

“You are the pioneers of the information revolution,” declared Cannon. “Who will step forward to harness and re-revolutionize it? Which of you will be our Henry Ford?”

We can ask the same of PR/Communications people today.  We were the pioneers of the Internet communication age. Which of us will step forward to lead the next revolution? Which of us will be the next Arthur Page or Betsy Plank?

I learned quite a lot from embracing my inner geek.

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Talking About PRSA, IABC, IPR on PRConversations Blog

Monday, July 12th, 2010

I’m honored (or honoured) to have written a guest post on one of the best blogs in all of PR/Communications — PRConversations — thanks to Judy Gombita, who recruited me.  The topic is my tripartite professional association affiliation — IABC, PRSA and the Institute for PR. Namely, are they valuable, necessary and a good value?  The comment stream alone is worth reading, with several luminaries weighing in (and no cursing or objects thrown so far, thankfully.) Give it a read and tell me what you think!

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Work-Life Balance: Do we #SoloPR folks have it?

Monday, July 12th, 2010

Over on PRSA’s ComPRehension blog, I opine on tips to help keep work and life in some kind of balance from my perspective as an individual practitioner. Read it and weep, or laugh, or tell me I’m an idiot! http://comprehension.prsa.org/?p=1816

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Getting in Touch with My Inner Geek

Wednesday, July 7th, 2010
bit of a mashup from Integrate 2010

Death by IT PowerPoint - well, just illness...

A couple of weeks ago, I attended that IT conference I wrote about before, Integrate 2010: Uniting the World of IT.  The group putting it on was the Greater Cleveland Local Interest Group of ITSMF-USA, which is a professional association for IT Service ManagementAs I mentioned, it was great — I learned something new, met some interesting people and commiserated with yet another staff function that feels unappreciated. Here is part one of some observations about the sessions and speakers I saw.

George Spalding, VP Global Events, Pink Elephant

Spalding is a jovial, pink-faced man with round tortoise-shell glasses and a somewhat unconventional delivery for his speech, “2000 Years of IT Service Management.” He started his piece with a series of slides that took stories from the Bible and refit them into info tech situations. Think “Noah’s Ark” as an IT Enterprise Software project. His point was to show how silly typical IT responses to issues are — “Why do incidents happen? Someone made a change. Don’t we test these things?”

Spalding went on a while with Biblical story-telling, and from my perspective could have shortened the list. His main audience seemed to be charmed — and there was no denying the main messages: “You’re not in the IT business anymore” was the critical nugget — sound familiar? Prior to Y2K, Spalding said, “Fear, Uncertainty & Doubt” gave IT the freedom to do as it pleased. Once the world kept spinning into the new millennium, IT moved into the service business, and now there’s no returning to the old ways. He’s obviously comfortable with this speech and delivery — he could have been even better with some judicious editing, and a bit of presentation skills editing, too.

Michael Lundblad, Rational Worldwide Sales Executive, IBM

Mike Lundblad comes with a story. An ex-Marine officer, he speaks well, commands attention and represents an important company. The content of his presentation, “How to Recover from an Application Heart Attack,” was so far into the IT manual that I really couldn’t wrap my head around it.  He also seemed mainly to be describing products (Rational and Tivoli), rather than offering some type of independent advice or action steps. Of course, maybe that’s par for the course at these conferences — it was my first one!

Bob Balassi, chief technology officer, Maryville Technologies

Bob wore the same suit/shirt/tie combination on the dais as he wore in his program photo. He was a very polished, smooth speaker, but didn’t move at all (missing clicker hindered the show…note: buy your own – and don’t forget to bring it!). The static delivery hurt the presentation, but didn’t kill it. The title of the presentation is too long to include, but it was on what’s called IT Transformation. That’s the wholesale redo of a company’s IT world, moving from being technology driven to business driven. It’s kind of like when PR teams reorg to align more with their clients, rather than their own internal preferences.

His big message was that A) The transformation will continue (209 million Google results); B) Merger situations tend to push IT into the background, but improving these tools in a service format can yield a 25%-40% productivity increase and a rise in net present value of 5%-10% — that’s real strategic value, not just control-oriented window dressing. Could we make a similar claim for a communications transformation?

In another easily adapted bon mot, Bob said change management – both IT and organizational — is critical to success. Adopt-Adapt-Transform is the modality he shared, along with the need to engage employees and top leadership. He said there are stars, skeptics, cynics and slugs (and stabilizers), and you have to know how many of your team are in what category. I could have been hearing from just about any business improvement consultant. He did a fine job, though his PowerPoint was killing me.

More in part two.

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Internal Communications at its Best

Tuesday, July 6th, 2010

The UK’s Liam FitzPatrick wrote a post decrying the tendency of internal comms people complaining about manager communication incompetence.  FitzPatrick says: “I believe we get the internal clients we deserve.  If senior managers are used to a diet of crap communications support, that is all they’ll ever understand.”

He’s right, and he’s wrong.

The challenge always is whether to keep fighting or just give managers what they want.  FitzPatrick relates a story about a senior manager who wants “intelligence” about what employees are saying and thinking from her internal comms support.  There are a lot of things a skilled internal communicator can do to gather that intelligence, but much of the budgetary process is more output-focused than outcome-focused (echoing the same tendency elsewhere in corporate communications.)

The key for any of us is research (he said self-servingly — my practice includes research services, just sayin;.)

The research doesn’t even have to be quantitative, though tying qualitative assessment to intranet traffic, for example, can shed a lot of light on the effectiveness of our internal comms activities. We don’t have to do formal surveys, which can be very expensive and time consuming, if all we’re looking for is a snapshot to share for planning and strategy.

At Goodyear, we used an intranet poll to get just that sort of intelligence — it was a great window into what at least some employees were thinking, and it gave us a source of content, too.

But, there is no replacement for more formal measurement — even with qualification of our poll results, we still got management questions about the reach of opinion, which is a valid criticism. The old ROPE method (Research, Objective, Programming, Evaluation) still holds truth.

Meanwhile, read FitzPatrick’s piece. It’s worth reading (and commenting — no comments on his blog, so I wrote this post!)

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IT Conference Reveals Unexpected Connection with PR

Monday, June 28th, 2010

Ask most PR people whether they’d like to attend a conference filled with IT people. Go on, ask. Read the conference brochure and marvel at “2000 Years of IT Service Management,” “Achieving Technology and Business Superiority through IT Organizational Transformation,” and “IT Alignment: It Takes Two to Tango.”  It turned out to be one of the best conferences I’ve ever attended.

Everyone should take the time to assess their own objectives for attending a conference, seminar, luncheon or other event. Think through what you want to get out of it, what you’re willing to put into it. My objective, this summer, is to expand the network, among people who might want to engage my services.  I’ve been marketing myself through social media, and among communication organizations — the IABC Conference, my presentation to Lake Communicators, and this fall’s presentations at the PRSA International Conference and IABC’s Research and Measurement Conference.

While reviewing networking opportunities here in Cleveland on Pat Ropchock’s blog (she’s locked in big time), I noted “Integrate 2010: Uniting the World of IT” put on by the Greater Cleveland Local Interest Group of the ITSMFUSA – it’s a mouthful of an acronym that means, “IT people who want to be more relevant and strategic.”  They call the main discipline Service Management,” a process for aligning IT services with the needs of the enterprise.

The themes that emerged from most of the presentations I saw were fascinating.

  • IT feels like it’s not at the leadership table. Instead, they’re brought in after the business strategy’s in place and have to scramble to make things happen.
  • IT struggles to articulate its business value for all but a handful of services.
  • IT gets stuck on describing activities rather than defining its service portfolio in terms that the business leadership understands.
  • IT often can’t “sell” itself effectively, caught up in jargon and technical detail that isn’t relevant to leadership.

What happens if we replace “IT” with “PR” or “Corporate Communication?”

  • A consistent theme of IABC/PRSA material for years was “winning a seat at the table,” and then keeping it. We’ve been talking amongst ourselves for as long as I’ve been in the business about being business people first and communicators second. Yet, we’re still not there consistently.
  • Think about the debates over measurement methods — PR activity is difficult to isolate in the communication mix, and there are no standard answers for return on communication investment. Just last year, PRSA and the Institute for PR began working on a project to prove the business value of our profession. Internal communication is especially vulnerable to the question of ROI — and social media value outside of direct sales is still an unfinished book.
  • PR/Communications people frequently take as a given that their professional activities are impactful, regardless of the lack of data to support that claim. Our “service book” describes our activity from our perspective, not from that of our customers.
  • We (especially in internal communications) tend to resort to tactical explanations using our own lingo, rather than speaking about our work in terms readily understood by HR, Finance and leadership.

Sometimes it may seem like IT is on a different planet — more science than art, more Mars than Venus.  We, however, aren’t that different in our desires to be taken seriously by leadership as business people who employ specialized skills.

In addition to a few other things I discovered, this knowledge about IT was worth the price of admission.

More to follow on the conference shortly.

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