Has marketing missed the mark?

What makes a great Marketer?

The best marketers are thought-leaders. Not only are they acutely aware of the drivers of their results, but they have a deep understanding of consumer behaviors and point the organization forward to be prepared for trends and shifts in their behavior.

Hubspot Marketing BenchmarksThey love [useful] metrics, as this guides their efforts to show better returns over time, not the same or worse.

Great marketers are aware of these consumer behavior shifts before they are even perceptible to most in the organization.

As a result, you see this most quickly reflected in the marketing in ways that connects deeply with consumers and resonates more so than the common marketing in the marketplace.

Good marketing takes work, but what does it take to be best-in-class? Furthermore, how do you compare against your industry?

Find out with HubSpot’s latest study, Marketing Benchmarks from 7,000 Businesses.

Download the Marketing Benchmarks Report

This brand new report dives into how you can increase your traffic and leads by improving a variety of marketing assets, including:

- Web Pages
- Blogging
- Landing Pages
- Twitter
- and more!

Get a clear idea of how much more you need to do to see the results your organization needs. Download the report to see if your marketing is hitting the mark.

Example of Challenger Marketing

Following is an example from Group Publishing using the Challenger approach in its marketing messaging on a direct mail piece. The aim was to disrupt the status quo for women’s ministry directors doing retreats the same old way that they have done for years. To be more specific the status quo for directors was to hire an inspirational keynote speaker for the weekend in order to help enable more women to connect with one another and carry on in weekly women’s bible studies and groups. The problem was that women would come away from the retreats inspired, but still not connected to a larger body of women in their church.

Group Publishing recognized that while their chief aim was to create connections, the method of doing a ‘speaker-based’ retreat actually created the problem, instead of solving the problem of women connecting. Why? Consider the room setup when you go to hear a keynote speaker. Which way are the chairs are facing? They are all facing forward, of course…towards the speaker, not towards each other. Therefore, at best, one could hope to relate to what the speaker was talking about, but no real connections were formed with one another. It’s the wrong format.

Group’s solution was to provide a retreat kit that not only saved the expense of a costly speaker, but more importantly was designed to create intentional interactions between women by focusing on the dialogue between women, not on the speaker.

Following is one of the initial marketing pieces designed to get women thinking differently about the retreats they have been doing for years.

Challenger Marketing Example

Challenger Marketing Example

The result? The Group Ministry Consultants were inundated with immediate responses and repeated references to the marketing pieces themselves.

In fact, Women’s Ministry Directors were even calling Group Publishing to get more copies of the direct mail piece to use as invitations after they purchased the Group Retreat Kit.

The campaign was followed up by matching the website to the style and messaging of the direct mail piece. Is it a perfect Challenger marketing piece? Probably not, but it challenged the status quo in a way that women in ministry could relate to, so I would call that a success.

What examples would you like to share?

Challenger: Reframing the Reframe

Challenger ReframeWhether you are in the process of becoming a Challenger organization, or just about to implement Challenger, you will quickly recognize that one of the most important aspects is the Reframe. Not surprisingly, it is the area your reps will likely find most difficult. The reasons are perhaps different from what you might think.

According to the authors of The Challenger Sale, the Reframe “is the central moment of the Commercial Teaching pitch, as the entire conversation pivots off of what you’re about to do next.” 

I completely agree, and given the import of such a topic, I have decided to break this topic up into several posts. The aim of this particular post is to help identify one of the key reasons why people may get hung up on the Reframe.

Framing the Issue
As a member of CEB’s Sales Leadership Roundtable, and a contributor to The Challenger forums, I have the opportunity to sit among and interact with hundreds of organizations in various stages of contemplation or implementation of The Challenger Sale.

One of the most common things I hear is how difficult it is to teach reps to reframe, as getting customers to think about something an entirely different way is difficult. I also commonly hear beliefs that, “If my organization would just provide Sales with the Commercial Insight, then my reps would be able to Reframe successfully.” When I probe deeper, I often find that the interpretation is that Insight = Reframe.

Insight Alone Isn’t Enough
Unfortunately, this interpretation will put unfair expectations on your Marketing department or organization. Once they finally deliver the insight you have been seeking, reps will quickly find there is a lot more to the Reframe than simply delivering someone else’s prepared, commercial insight.

I don’t mean that organizations shouldn’t develop and provide Sales with commercial insights leading to [not with] their unique strengths. On the contrary, this is a critical step, but it won’t solve your Reframe issue. For those in the heart of your Challenger implementation, you have likely already experienced this.

Reframe: A Case of Mistaken Identity
What may be at the heart of the overemphasis on insight is a misidentification of how the Reframe actually functions. For instance, the section of The Challenger Sale that speaks of the Reframe states, “…the Reframe is simply about the insight itself.”

After reading that quote, if you were to single out one word as being most important, what would you choose?

For some, it might be ‘Reframe,’ but for most, they would say ‘insight’ is most important. I would argue that ‘about’ is the single most important word in that statement. The removal of that word alone not only changes the complexion of the statement, but leads to the misperception that, “…the Reframe is simply about the insight itself.”

This understanding undermines the key points the authors make on customer loyalty when they say that, “the best reps win that battle…by teaching them a new way of thinking altogether.”  Regarding customer loyalty, for a rep to teach customers a new way to think altogether, delivering the marketing team’s brilliant insight [one time] won’t achieve the rep’s longer term goal of teaching them a new way to think.

The shelf life of a commercial insight for the same customer is one use!

Think of it this way. Once the rep delivers the insight prepared by Marketing, the customer says, “Wow, I never thought of it like that before.” Two months later, the rep is invited back. What is the Reframe then? Reps can’t keep running back to marketing to develop new insights before every meeting as the reps need to stand on their own, which does not mean make up everything on their own.

Therefore, reps will need to develop competencies in a number of areas leading to and following from the Reframe. Here are a few of those areas. They need to be able to:

  • Clearly demonstrate they know the customer’s world (The Warmer)
  • Have the ability to distinguish between symptoms and root causes to avoid traps (False Positives)
  • Be agile in their comprehension to connect a variety of symptoms back to its root cause (False Positives)
  • Have the knowledge of how to wield Commercial Insight to teach customers to think differently (Reframe)
  • Understand how to continue to build the business case from the Reframe (Rational Drowning)

In summary, while Commercial Teaching, Commercial Insight and The Reframe are highly interrelated, they remain separate and distinct from one another. My next post will aim squarely at bullet points 2 and 3 above regarding False Positives as I see this as one of the biggest threats to derailing your whole choreography between the Warmer and the Reframe.

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Challenger Sale: Change Your Trajectory

Challenger Sale Choreography

Sales growth begins at the root and is unseen

Have you ever experienced planting your lawn by seed rather than laying sod?

If so, you are likely familiar with the concern you feel after seeing no growth nor signs of life after the first week. This leads to subsequent doubts, which come to you in the form of questions such as, “Is this working?” or “Did I do it right?”

Without visible signs of growth, you are left with doubt…that is, unless you know what to expect!

We have become more of a ‘sod culture’ in which one minute we have dirt, the next, green grass. We love the simplicity of processes like ‘First, lay sod with green-side up, then water daily until lawn is established.’ Easy!

No Root, No Fruit!
For the experienced lawn professional, whether laying sod or seeding, they understand that the most important step is in the preparation of the soil. Once seeds have been appropriately planted, the lawn pro is not distracted nor deterred by lack of initial growth above the soil. That is not expected at this stage.

The professional recognizes the most critical growth is that which is unseen…below the surface. Therefore, they are committed to the right process and follow a certain choreography, which allows the roots to be established and eventually leads to a beautiful, lush lawn.

For growth to happen above the soil, it must first happen below the soil

When it comes to sales professionals, there often times is a lack of commitment to follow the choreography, which intentionally penetrates the surface to establish roots, resulting in break-through growth. The Challenger Sale choreography aims squarely at doing this, getting well beneath the surface from the Reframe straight down through Emotional Impact.

Not so for the Relationship Seller as their interpretation of the Challenger choreography treats the Warmer as bonding and rapport, which leads to their Solution as the rapport builds. For these reps, their natural tendency will be to keep conversations at or above the surface as if to maintain a conversational stasis or equilibrium.

The problem?
If they never get to the root, there will most certainly be no fruit yielded from the conversation. Instead, count on a long, fruitless, sales cycle and a rep that mistakenly believes that, “It’s just a matter of time before they are ready to buy. After all, our conversation went very well.”

Conversation Choreography

“I have the solution to your problem! By the way, what is your problem?”
Another common [but highly ineffective] approach reps use to maintain this pleasant equilibrium is to introduce the product or solution immediately into the conversation. Prospects are often quick to get to product as well, especially when the reason for your call to them stemmed from a lead.

A couple of years ago, I was brought in to improve a team’s ineffectiveness with conversions. I did a time study to evaluate how soon  into the call they brought up their own solution. 83% of their calls introduced their solution within a minute or less of the prospect answering the phone. 14% of the calls had solutions introduced within 2 minutes of answer. The remaining 3% were generally customer service calls.

While the problem above may seem severe, it is not unique to this team. In fact, a cursory review of some of today’s most popular sales forums reinforces how often this does happen.

Therefore, to help sales and marketing teams better understand the problem, I created the visual above based upon CEB’s framework for The Challenger Sale Choreography. This visually illustrates the foolishness of expecting the growth seen at the Solution stage, despite skipping over the Reframe through Emotional Impact where the seeds are just beginning their growth.  By overshooting this and going straight to solution, the rep has significantly lowered [if not eliminated] their chance of conversion apart from luck.

In Summary…

For the Sales Leaders or Reps that are already familiar with The Challenger Sale, this is a reminder to stay committed and disciplined to the well-defined choreography that CEB’s research turned up.

For those unfamiliar with the specifics of The Challenger Sale, but have merely heard about the research, I highly recommend you buy the book to better understand how to create intentional, predictable and repeatable results.”

Challenger Sale: It’s All In the Reframe

Challenger Sale Reframe

Practice reframes with ordinary objects

The Challenger Sale Choreography
If you are familiar with the Challenger Sale, you will quickly recognize the six components of the Challenger Choreography described as follows:

1. The Warmer
2. The Reframe
3. Rational Drowning
4. Emotional Impact
5. A New Way
6. Your Solution

A cursory review of what each stage of the choreography is intended to accomplish is largely unsurprising, and in five of the six stages, looks similar to many selling systems* out there.

There is more than meets the eye, especially as the real point of differentiation tends to hinge on the second stage with the Reframe. Being able to Reframe, or share an insight in a way that the prospect hasn’t thought of or considered before is paramount to moving successfully through the rest of the choreography.

*Just a quick note to remind people that The Challenger Sale is not touted, nor intended as a ‘selling system.’ Brent Adamson shared the following on the topic in a blog post back in 2012…

“The Challenger Sale isn’t so much a “selling system,” as it is a way to think differently about how to approach customer interactions.”

– Brent Adamson

Cultivating Rep Proficiency with the Reframe
If you are looking to build proficiency in the way your sales and marketing staff successfully communicates reframes, perhaps the exercises we had done in weekly team meetings will be helpful to you in working with your teams.

Getting people to think differently about something in ways they have never done before is not an easy task, especially for those that had not been thinking that way. Therefore, we were looking to develop and cultivate competencies in this specific area so our team could recognize unique points of view and deliver them without the feeling of “starting from scratch,” as some had described the process.

The ‘Reframe’ Exercise
Each Team Leader would bring a mystery grab bag of everyday items to the meeting. The team would pair up and grab an item from the bag. Representative items included things like scissors, a whiteboard eraser, aspirin, etc.

The pairs would take 5 minutes to come up with their Teaching Point, followed by a Warmer and a Reframe on their respective item. Next, they would present to the team for a team evaluation. We would then debrief with the whole team by asking a series of questions, such as, “Did they lead WITH the solution or lead TO the solution?” and “Did they share an insight in a way you hadn’t considered before?”

In one of the exercises, the teams were tasked with reframing the same item – a wire coat hanger. Some groups went down the path of calling out the many uses for a wire coat hanger (e.g., “perfect for unlocking car doors,” which is the stereotypical, product-centric, ‘lead WITH’ approach). We debriefed and they understood where they made their mistake.

However, following is what came from one group [in abbreviated form] as they had a better handle on the reframe process…

Teaching Point: Homeowners are often short on closet space and fail to realize the main culprits of closet space are plastic and wooden hangers which are 5-10x the width of wire coat hangers.

Warmer: “We often hear from many of our customers that closet space at home is at a premium as they cite that they have too many clothes and their closets are too small. Is this something you experience as well? [They validate with the customer, so as not to assume a problem they don't have]. The customer/prospect is invited to share the specific details of their problems.

Reframe: “We hear that a lot. In fact I hear solutions ranging from changing out their clothes for each season to complete remodels to build larger closets. What is interesting is that one of the largest contributors to prematurely filling up closet space are plastic and wooden hangers. What kind of hangers are you currently using?”

We call the process batting practice as it is a way of warming up before sales calls. This process has been fruitful with our teams as they have started to recognize and develop reframes on the fly to get people to see things differently all throughout the day.

In fact, for several, they have begun to pass along affirmations to their colleagues in the form of, “I never thought of it that way before,” when they have successfully reframed whatever the point was in which they were speaking. They are having fun with the process and the audience, be it customer, prospect, family member or friend, benefits as a result of the new insight.

Share your insights on exercises you have used or are using with your teams.

If you would like to see more posts like this, make sure to rate and/or leave comments as this is always appreciated!

Challenging Sale vs. Challenger Sale

After speaking with a number of people across a variety of industries regarding their interest and curiosity in the Challenger Sale, I continue to find one common misperception about the disposition of a Challenger. Too often, their picture of what a Challenger approach looks like in marketing and selling gets depicted like the picture you see below. In other words, they picture a ‘lean forward’ posture, that uses an aggressive and controlling approach. In their minds, this is substantiated by the tagline, “‘The Challenger Sale: Taking Control of the Customer Conversation.”

Challenger Sale Misapplied

With some effort and due diligence, one would quickly agree that this is NOT what CEB was intending nor depicting in the research.

I cringe at the thought of how that kind of posture in messaging, whether in sales or in marketing, would play out with potential customers. In fact,  I recently saw one company’s marketing attempt to ‘challenge’ the prospect’s status quo, which implied that using the competitor’s products may actually “hurt” the end users, not “help” them. Further exploration of this marketing piece revealed that the ‘hurting’ vs. ‘helping’ question asked in the subject line, was not only never answered, but not addressed at all in the body of the email.

Providing unique insights that truly teach prospects into thinking in ways they had never thought before is difficult, and requires much time and attention to do so responsibly. Failing to give the appropriate organizational time, focus and effort to develop a true commercial insight, before launching into what is perceived as a ‘Challenger ‘ message, is not only irresponsible, but likely offensive.

After personally grappling with CEB’s research for a year now, I remain compelled by the evidence of their findings. That said, I also quickly recognize that the ‘how to’ of changing an organization’s and rep’s behaviors is far more difficult than the ‘why to’ that CEB’s book spoke about. It is worth the pursuit, however, and CEB has been instrumental in helping walk through the process of the Challenger implementation.

I am curious, particularly from those familiar with the Challenger Sale behaviors…what picture would you describe of the picturesque Challenger to someone inquiring of what a Challenger Sales Rep or Challenger Marketing message looked like? Please leave your comments below.

Reorganization or Turnaround? (Part 2): Top-Line Temptation

Top Line TemptationLast week, I wrote about common mistakes made with an underperforming Division or Business Unit in my post titled Reorganization or Turnaround? (Part 1). Most notably, I spoke of the tendency to prescribe a reorganization to situations when a turnaround was really needed, by failing to recognize issues that are below the “waterline.”

If you are the leader of a struggling division, business unit or team that has solid sales, but have continued to underperform the profitability expectations for multiple periods, this post is for you.

The Top-Line Temptation
There is no doubt that top-line revenue covers a multitude of sins. The problem is that too often this is seen as a good thing…or at least acceptable. These ‘sins’ in business, so to speak, that detract from profitability are analogous to the roots of a young tree that later grows to disrupt the foundation. The foundation, in this case, represents the whole organization. Addressing the root of these problems is always better done earlier, for obvious reasons, as the picture of the tree below perfectly illustrates the implications of letting problems persist.

Unfortunately, what happens all too often is that with solid revenue comes the belief that things will correct themselves over time. That increasing the sales will begin to create economies of scale, eventually leading to profitability. Question – When was the last time you saw a profitability issue like this work itself out over time?

Getting at the Root of the Problem
There are a variety of reasons why a leader may be experiencing solid sales with poor profitability, but I want to address one of the more common reasons I see. This is the ‘sales at any cost’ approach. When this is the case, the inappropriate pursuit of revenue tends to come in one of two forms.

Root Cause

The Root of the Problem

The first way revenue is inappropriately pursued comes in the form of aggressive discounts, incentives, and promotions. Unprofitable discounting creates an inflated sense of demand, which bursts the minute the discounts stop. The more inherent problems with this approach, other than increased costs and false demand, is the longer term impact of discounts and incentives lowering the perceived value in your customer’s eyes.

The second way that revenue is inappropriately pursued is through disproportionate costs of acquisition and retention, beyond that which is profitable. In these situations, typical strategies include increased marketing campaigns, sales blitzes, additional staff or even the introduction of new products or services on top of an overly burdened cost structure.

In some cases, a division may inappropriately pursue both, discount strategies and increased activities. The compounded effect of having lower revenue at higher costs puts the business area on a fast track to what I call ‘divisional bankruptcy.’ Not only is this unsustainable, it is a terrible strategy in general for leading a division to profitability.

5 Questions to Determine if You Have a Profitability Problem
Now that we have a good handle on some of the problems and why they occur, it is important to determine whether these are your problems are somebody else’s problems. Also important to note is that the conditions described above are not the sole list, but rather representative of the type of conditions that lead to solid sales with poor profitability. Therefore, the following questions will help in determining if you are in a situation requiring a reorganization or turnaround.

  1. Were your most recent profit results intended? Comparing performance to plan (PTP) is an important measure. There are times when losses are planned. If so, did you meet the plan? If not, proceed to #2.
  2. If your PTP was not intended, do you know specifically what contributed to this? If you answered “no,” stop reading now. Enlist all necessary resources to figure this out. Without this, remediation is impossible.
  3. What specific steps do you have in place, to correct the problems? Assuming you answered ’yes’ for #2, specific SMART goals should be in place with key staff that will correct the profitability shortfalls.
  4. How long will the plan take to restore profitability? Remediation should occur within 6 months or less. Be very careful about setting anything longer as too often you are delaying the inevitable. The time to act is now.
  5. What is your track record for accurately forecasting corrections? This is an important gut-check. Be honest. If you tend to be overly optimistic, best to confront that now as people are depending on you.

Reorganize or Turnaround?
After having assessed the cause of the problems and determined next steps, you should have a sense of clarity on whether or not you have a ‘waterline‘ issue or not. If you have diagnosed your problem to be below the waterline, this is a turnaround. You are now in a dead sprint to correct the problem before your CEO steps in on your behalf to correct the problem simultaneous with your exit.

Time to A.C.T.
Now that you have properly diagnosed your predicament and are committed to an expedient correction, it is time to act. I have put the steps in the form of an acronym to serve as a virtuous, or repeatable, cycle to follow throughout the recovery.

  • Assess. Pull out the financials along with your sales and marketing metrics to assess where the key profit detractors lie. Don’t fall for only cutting easy, non-essential areas. The allure is that it looks like you took action without disrupting anything too significantly. The problem is that it won’t disrupt anything too significantly. Cut the small stuff, but cut the big stuff first. Remember the tree picture above…address the root issues!
  • Correct. Having identified where to cut, commit to correction through decisive action. These times aren’t easy, so best to communicate lavishly before, during and after the turnaround. Before lets people know what to expect. During to give updates and demonstrate it’s working. After confirms that your actions were worth it.
  • Target. Cuts are important and necessary, but are not the entirety of your action. Time to target key start and stop activities that contribute more quickly to your division’s profitability. Examples include not pursuing unprofitable customers, or to stopping marketing activity that aims to discount its way to profitable growth.

As described above, this process is intended to be followed and repeated, assessing and adjusting as you go. If you are entering this process of a turnaround, I would like to offer encouragement as you have demonstrated the two characteristics I described last week – Humility in acknowledging your situation and Courage to address the problems head on. Once you successfully turnaround your division or business area, not only will you have the respect and admiration of your staff and CEO, but this will likely serve as one of the largest confidence booster’s in your career that will serve you well in years to come.

Next Week…
Look for Part 3 of the Reorganization or Turnaround series as I address the approach for when a division, business unit or product has the opposite condition of solid profitability, but poor sales. My assessment may surprise you!

Communicating with Impact

Exercise in FutilityRecently, 2,500 Children’s Ministry Directors from around the country convened in Chicago to attend KidMin, a conference dedicated to their profession. I had the distinguished privilege of leading a workshop for an audience in which was far different from those I have traditionally worked with before.

Nevertheless, my objective was the same regardless of profession, topic, or other. My primary goal was to create dissatisfaction with the attendees’ status quo and compel a different way of thinking about and solving their issues.

This did not mean giving a compelling ‘speech’ or ‘presentation,’ but rather creating an impactful experience. This is often easier said than done.

Experiencing the gravity of their problems is different from talking about the gravity of their problems!”

It is easy to stand up front and tell people about the problems they are experiencing. At best, you will earn credibility, but that is not enough to compel people to change. The status quo can feel pretty comfortable to most people. Despite the gravity of a person’s problems, significant behavioral change rarely comes from the safety of a shared observation, but rather from their own experience. Experiencing the gravity of their problems is different from talking about the gravity of their problems.

Experiential vs. Presentation
In order to help these Directors better understand the gravity of what they were dealing with, and the impending consequences of not addressing the issues in a different way, I needed to create a constructive tension between their current status (Status Quo) and where they were aiming to be.

Therefore, I created an experience that would help the attendees ‘feel’ the impact of the problem rather than tell them about the impact. The experience was as follows.

Creating the Experience
When we went to our breakout session, I organized people into smaller groups giving each group five different sized boulders (larger than a softball, but smaller than a bowling ball).

The first part of the exercise was to discuss within their group the biggest issues they were all facing. They would then agree on the top 5 issues and use a marker to write their biggest problem on the biggest boulder, using a word that best described the issue they were facing. Then they would do the same with the 2nd through 5th issue on each respective boulder.

As we reconvened, I selected one volunteer to come to the front to serve as our representative Director. We loaded a backpack full of the five boulders, identifying each one as they went into the pack. Then I had her put the backpack on and describe the immediate impact. She shared that it was heavy, but she was okay for the moment. A term for what she was experiencing, coined by the Corporate Executive Board (CEB), would be Rational Drowning.

I went on to talk with her about how she dealt with each of these issues on a daily basis and the impact this had in shifting her focus from where she was aiming to take her ministry, compared to the urgent focus of trying to solve the problems (i.e., The boulders in her backpack). During our discussion, she shifted her weight and adjusted the pack due to the weight. Here I used the physical impact to lead to her Emotional Impact, another CEB term.

Standing on stage, she described [through tears] that she was incapable of solving those issues. They were too overwhelming for her to handle all at once. She also realized that these issues were lessening her effectiveness with her children in the ministry as well as supporting her volunteers. you could have heard a pin drop from the other attendees, because in large part, this was their story too.

The Moral of the Story
As you can imagine, there is a lot more to this story and what we unpacked in our sessions together at the convention. But the point of this article is merely to call out the importance of what we communicate and how.

As I mentioned at the beginning, I could have easily stood up front and ‘presented’ the scenario by talking about it. Heads would have nodded in agreement that the problems are real, and “Yes, I should do something about it,” but few would leave the convention changed, just inspired…or motivated. But we know where that leads.

Before I could talk with them about ‘Solutions,’ I had to effectively communicate in a way that would compel a change in their behaviors, away from the comfort of the status quo.

For those whose business requires communication with others (e.g., Sales, Marketing, Business, Ministry, etc.), consider creating experiences that draw people into the center of their own story.

In CEB’s Challenger model, this would be the process of leading them from Rational Drowning, where they recognize the story (with a sense of distance), into Emotional Impact in which they recognize it is their story. It is at this point where change begins to occur.

I would love to hear your stories of how you have created experiences to deepen the message you were communicating.

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Diagnosing Misdiagnosis in Business

Diagnosis and MisdiagnosisIn the medical field, a doctor’s misdiagnosis can prove fatal. Have you ever considered the consequences of misdiagnosing a sales, marketing or business issue?  In the metaphorical sense, a wrong diagnosis can prove fatal to your career or business as well.

According to the National Patient Safety Foundation (NPSF), misdiagnosis occurs in the medical profession up to 42% of the time.

When you consider that doctors, being highly educated and well-trained in their field, still misdiagnose symptoms for 2 out of every 5 patients, how much more susceptible might the everyday sales or business professional be in proffering a wrong diagnosis? Yet for many business professionals, they cavalierly forge ahead with untested hypotheses of their business issue, and a firm course set for remediation.

“For most diagnoses all that is needed is an ounce of knowledge, an ounce of
intelligence, and a pound of thoroughness”

HOW DOES THIS HAPPEN?
Try to recall a recent business result that fell short of expectations, and subsequently required diagnosing the problem. What was the process you used to identify the problem, and identify a remediation plan?

For many people, they follow an inherently flawed two-step plan:

  1. They compare their result to their expectation, then
  2. They work backwards from the result, looking for a plausible explanation for why they fell short

While this is a common approach, the problem is that beginning with the comparison as your starting point for diagnosis is far too late. All you can do at this point is learn for next time…if fortunate enough to have a next time. The second problem is that working backwards from the result only serves to explain symptoms, but not address the root cause. If we want to avoid bad results or avoid repeating bad results, we need to get at the root.

HOW DO YOU GET AT THE ROOT?
I used to live in a neighborhood where there were a lot of very large, mature trees with roots that would buckle the sidewalks. Imagine a city planner tasked with inspecting the damage and evaluating a remedy for the current problem, to serve as a model for future neighborhoods.

Imagine how preposterous it would be if the City Planner recommended a ‘root-redirection’ program when sidewalks started to buckle? In other words, if the proposal was to address the point of the visible problem by digging up the damaged sidewalk, and working to redirect the roots downward, we would laugh at the foolishness of such a plan.

Common sense suggests either planting trees farther away from sidewalks or changing the type of tree altogether. Stated differently, we would need to change what we do on the front end to get better results, not work from the point of the buckled sidewalks backwards.

Yet, this serves as a picture of how missed expectations are often addressed. A person does a comparison, sees the variance and looks for an explanation to the problem. When taking this approach [from the end rather than the beginning], the tendency is to stop searching once you believe you have reached a conclusion.

“A conclusion is the place where you got tired thinking.”

Those were the words of the German-American physician, Dr. Martin Fischer (1879-1962).

PRESCRIPTION FOR PREVENTION
Dr. Denis Burkitt said, “Diseases can rarely be eliminated through early diagnosis or good treatment, but prevention can eliminate disease.” Most would agree, prevention is much better than prescription.

In order to prevent a career full of missed results, followed by faulty diagnostics leading to more missed results, we need to look at a new process that will enable one to succeed intentionally, predictably and repeatedly. Doing so will prevent a career full of regret.

The best way to do so is to have a repeatable structure or process for achieving results, so that you can quickly identify and detect problems early.

Following are a list of steps to get you well on your way:

  1. Long-term goals should be front and center as your starting point
  2. Connect all shorter term goals into your long-term goals
  3. Identify specific activities/tactics necessary to achieve your goals on weekly basis
  4. Plan specific times each day/week to achieve the tactics leading to your goals
  5. Evaluate each day/week how you performed according to what you planned to do
  6. Adapt your approach as necessary based on your evaluation and insights

Do not let the process scare you as this not only is guaranteed to improve your results, but literally only takes 20 minutes/day and increases the success rate significantly. I do steps 1-4 in The First 15 Minutes of each day, and steps 5-6 in the last 5 minutes of each day before I leave. I jot quick notes of my observations for what did and didn’t go as planned and as a result, have a written record of how to repeat success.

What steps do you take to create intentional, repeatable and predictable success?

Do You Have the Right Decision Strategy?

Decision StrategyAs a business professional who has dedicated my career to identifying the behaviors that create intentional, repeatable results…or what I call Succeeding on Purpose, there is one area I see commonly connected with poor business results. That is in the area of decision strategy.

More specifically, this refers to the tendency of professionals to make decisions based upon current, unexpected results they encounter. On the other hand, those that consistently create intentional, repeatable successes expect occasional ‘losses’ and remain committed to their time-tested strategies and processes to guide their decision-making when a loss occurs.

Reams of materials have been written correlating successful companies with excellent decision-making processes, so no need to add to the contributions of legends like Jim Collins and Ram Charan. My aim is to provoke thinking around your own decision strategies and test how well they are working for you.

In Tony Hsieh’s book, Delivering Happiness: A Path to Profits, Passion and Purpose, he discusses how at one point he took up the game of poker and studied it intently to learn how to master the principles. Following is an excerpt from his learning experience:

“One of the most interesting things about playing poker was learning the discipline of not confusing the right decision with the individual outcome of any single hand, but that’s what a lot of poker players do. If they win a hand, they assume they made a right bet, and if they lose a hand, they often assume they made the wrong bet.”

One of the key points Tony drives at is that adjusting the bet based on an individual hand is a losing strategy because it is reactive. That type of short-term thinking often compromises longer-term results. Rather, it is better to be disciplined in making the right decision where the odds of winning are more favorable in the long run.

What does your decision strategy look like?

The principles that Tony articulated in his book are excellent, but as you may have perceived, if you don’t have the right decision strategy, then remaining disciplined to the wrong strategy and process can commit you to failure. That said, it is important to note that simply reacting to results is most typically the approach with the ‘poorest odds of winning.’

Not convinced? Consider it from this perspective – Imagine starting an exercise program. You know there are a myriad of exercises that can bring results, but you need to stick to the program in order to see results. If you simply use a mirror, which represents current circumstances and results, as the primary feedback of your results, you will likely react in the wrong ways based on what you see. That is simply because the mirror does not reflect the long-term results of what you are working towards. It merely reflects your present reality, and for many, they don’t like their present day reality. So they react to do something differently, thus disrupting any momentum that may have started to build.

How do I know if I have the right decision strategy?

As a basic litmus test to know if you have the right strategy, ask yourself this question…When I see things getting off track, how do I respond?

If your first response is to review your strategy for misalignment or derailment, that is an excellent sign. On the other hand, if you more typically find yourself reacting to circumstances or unexpected results (e.g., Missed a monthly sales goal,  weak marketing campaign response rate, etc.), without orienting to your strategy to calibrate what you are seeing in your present reality, you may respond prematurely and even inappropriately.

For example, I recently saw an organization struggling to recover from sales declines in one of its areas by switching strategies to start offering aggressive discounts to bolster sales for the current month. The results? Cannibalization of future customers. Sales from future months were borrowed for the current month’s performance result. My understanding is that the organization has yet to recover from the short-term decisions made many months earlier.

How do you respond when unexpected results occur in your business? Are you betting based on winning or losing the individual hand, or are you betting on the process that delivers success in the long-term?

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