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Survival Skills Breakfast
GSW 1998
Gemini Skills Workshop

April 1998
Survival Skills Breakfast
GSW 1998

A. What does it mean to be a Gemini Consultant?

B. Building Client Relationships

C. Consulting Guard

D. Road Warrior Tips




                        Gemini Consulting Limited • Proprietary and Confidential   -2-
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A. So what does it mean to be
   a Gemini Consultant?

   Excerpts from the UK “New Hires” Group
How is consulting different to “line management”?
•   Management by influence and persuasion not through direct control:
     – Leading from behind

•   Expectation of thought leadership to take clients to new and better planes
•   You hold up a mirror to your clients and reflect back objectively what was said and done rather
    than tell them what they did wrong and direct them differently:
     – Facilitate behaviour change

•   Can-do, positive culture, rather than full of reasons why something can’t be done:
     – It’s OK to fail, not OK not to try

•   It’s a more open and supportive environment
     – It’s not OK to fail if you haven’t asked for and made use of help

•   Budget are project specific not function specific and are manpower/deliverable driven:
     – Profitability is measured/controlled only at the highest level
     – Income statements are impacted by a much smaller set of variables

•   Very little support of infrastructure other than production facilities - you get yourself to the right
    place at the right time without the aid of a secretary:
     – Personal accountability

•   Very little personal space - you operate in someone else’s environment all the time
     – No personal desk in the London office
     – We are typically guests in the client’s “house”

•   You aren’t, and shouldn’t be, running the business - always bear this in mind
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How is consulting with Gemini different to consulting
with someone else?
•   Success comes through teamwork, rather than through individual efforts:
     – Heroes are not encouraged
     – Not asking for help is a crime
     – We are not expert consultants
     – Much joint working with client
     – We frequently lead from behind


•   Primary loyalty and affiliation is to the project, then to an office or GMT, rather than to a group
    or department:
     – Multi-disciplinary outlook established
     – Networking through GMT’s, CoE’s, Disciplines and POA


•   Working through/in self-reliant and self-managed teams:
     – The team is the first line of resort


•   Measurement of individuals is on delivery and behaviour within the values, rather than on
    utilisation or personal billing

•   Emphasis is on role rather than rank:
     – Where hierarchy exists it is for differentiation of role and clarity for the client


•   Individuals are encouraged to pursue roles at which they can excel, rather than be forced
    to be jack-of-all-trades:
     – Separation of selling from delivery from administration roles


                                                  Gemini Consulting Limited • Proprietary and Confidential   -5-
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So what does it mean to be a Gemini consultant?

                                                P rofessional
                                                O bjective
                                                S ympathetic
  A Gemini consultant is
  P.O.S.I.T.I.V.E.                              I nformed
                                                T eamy
                                                I nspiring
                                                V isible
                                                E nergetic
                  Gemini Consulting Limited • Proprietary and Confidential   -6-
                                       SurvSkls v1.ppt
P    rofessional
•   Maintain high standard of integrity:
     – Influence with integrity

•   Only promise what you can deliver and deliver what you promise
•   Be well organised and look well organised:
     – Maintain documentation
     – Notify meeting owners if unable to attend - be punctual

•   Do not allow yourself to have a bad day in front of the client
•   Do not gossip or character-assassinate:
     – Treat everyone with respect

•   Be consistent:
     – Core skills application
     – Coaching and feedback

•   Maintain high standards in all your work:
     –   Treat client documents as reference documents
     –   Document standards, spelling, grammar
     –   return borrowed items promptly
     –   Maintain clean work area
     –   Prepresent with new drafts when appropriate for builds

                                          But above all, be human.

                                        Gemini Consulting Limited • Proprietary and Confidential   -7-
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O     bjective
• Use facts and data:
   – Data driven conclusions
   – The “answer” may not be what the client wants to hear - be prepared to challenge
     the client

• Try to see and evaluate a situation from all sides

• Try to get the client to see the situation from different sides:
   – Seek to understand before seeking to be understood

• Remember you have 2 ears and 1 mouth - use them in that ratio:
   – Become a good active listener

• Do not be tempted to join in department or people bashing

• Try not to react emotionally:
   – If you do, make sure it is appropriate and controlled

                               Gemini Consulting Limited • Proprietary and Confidential   -8-
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S    ympathetic
•   Be a good active listener:
     – Be open to listening

•   Be attentive to and interested in other’s ideas, activities and opinions:
     – Use discretion and judgment

•   Understand why the client takes certain positions:
     –   Ask questions, seek input and view points
     –   Make sure you’ve taken the emotional and political dimensions into account
     –   Respect the client’s culture
     –   Develop empathy

•   Aim to do something “important” for the client or “workwith”:
     – Know where they are coming from

•   Understand and respect that others have different life experiences and
    therefore see things accordingly and react to them differently
•   Be sensitive to colleagues’ positions and expectations
•   Ensure you don’t go native

                 Develop your relationship with your client at whatever level.

                                   Gemini Consulting Limited • Proprietary and Confidential   -9-
                                                        SurvSkls v1.ppt
I      nformed
•   Know the client’s business and situation:
        – Industry, competitors, strategy
        – Find out - briefing packs, library
        – Create credibility in the client’s eyes

•   Prepare for meetings by researching what ‘excites’ clients:
        – Success is not measured by the size of your panel set

•   Keep your fellow team members informed and be informed yourself:
        – Know what is going on throughout the project generally
        – Know your work area status in depth
        – Be proactive in anticipating what the Project Lead needs

•   Do not give opinions straightaway, raise topics for discussion and express your
    opinion at the appropriate time
•   Look for knowledge capture/learning opportunities
•   Build a Gemini network to ensure you maximise your content/impact:
        – Nurture those contacts

•   Differentiate between “what?” questions (content) and “how?” questions (process)
                   Develop your relationship with your client at whatever level.

                                       Gemini Consulting Limited • Proprietary and Confidential   - 10 -
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T   eamy
•   Partner with your clients
•   Help others win:
     – Help out when others are struggling
     – Don’t wait to be asked
•   Have a working knowledge of other streams’ activities
•   Use, and contribute to, Gemini networks
•   Ask for, and give, feedback, including builds on daily work:
     – Give coaching and feedback at appropriate times and on an ongoing basis
•   It’s OK to ask for help and OK to say “I don’t know . . . I’ll get back to you”
•   Actively participate in team events and training sessions, but remember you have
    a life outside Gemini:
     – Take your share of team “A’s”
     – Be proactive about making constructive suggestions within the Gemini team
     – Everyone has a role in developing the team
•   Look for the good points and opportunities in someone’s ideas:
     – Value the differences
•   Remember that win-win drives more effective teams:
     – It’s not necessary to seek the spotlight
     – Always seek the win-win solution

                                             Have a go at anything.

                                        Gemini Consulting Limited • Proprietary and Confidential   - 11 -
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I      nspiring
•   Always seek to exceed expectations and be clear what they are
•   Anticipate, be proactive:
        – Be creative
        – Consulting by walking around
        – Talk to people
•   Actively care about your client and helping them do the right thing:
        – Take personal pride in the project and company
•   Actively care about your client and helping them do the right thing:
        – Take personal pride in the project and company
•   Be concise and to the point:
        – Strive for clarity of thought and expression
•   Keep calm, don’t flap, look and act confident
•   Be incisive and decisive
•   Seek to be a “guru” in something (worthwhile!)
•   Use people to best effect by involving them in every way
•   Think and use the values
                                             Leadership inspires.

                                      Gemini Consulting Limited • Proprietary and Confidential   - 12 -
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V   isible
• Remember, that we are not expected to have bad days in front
  of the client

• Remember, that we are not expected to be wrong or to make mistakes

• Keep the status, progress and results of your workstream visible

• Don’t spend all day in the project office

• Clients can have bad days or be wrong - it’s our job to coach and counsel
  them

• We must be seen to contribute no matter how many days per week on-site

• We are guests in their company and they are always the client:
   – They are physically always around

• We must maintain “consultant guard” at all times

                           Gemini Consulting Limited • Proprietary and Confidential   - 13 -
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E   nergetic
• Be prepared to work hard for the client and get involved

• Be active and display real energy in team meetings and team social
  activities

• Be seen to add value at all stages of the project

• Be seen to enthuse clients and JTM’s in delivering results:
   – Don’t try to do the impossible on your own

• Look for ways to contribute to the clients overall success




                             Hit the ground running fast.

                             Gemini Consulting Limited • Proprietary and Confidential   - 14 -
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B. Build Client Relationships
“Treat relationship building as
formally and with as much
importance and thought as any
other project activity.”
Remember that you cannot NOT communicate

• The overall impression we leave with someone will depend:
   – 7% on the words we use
   – 38% on how we say them
   – 55% on how we look

• That means that the words have to be right but how we speak and
  how we look is also important




          Remember that when there is a conflict between what you say
          and how you said it, the non-verbals will win out.

                              Gemini Consulting Limited • Proprietary and Confidential   - 17 -
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First impressions count, so be prepared

• First impressions will be taken as predictive of your behaviour
   – The other person will characterise you
   – At future encounters you will h ave to work hard to change this if you are unhappy with it

• First impressions are based on what you say, how you look and dress
  and how you sound

• Perception is reality




           First impressions decide whether you have made a potential
           friend or a potential enemy for Gemini.

                                 Gemini Consulting Limited • Proprietary and Confidential         - 18 -
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Remember these guidelines when first meeting
the client

• Before:
   – Find out about the business, the project and the key people
   – Focus on facts. Avoid judgment or vague statements
   – Find out about him or her: Position in the company, involvement in the project, attitude
     toward Gemini
   – Find out how you have been pre-positioned by your colleagues
   – Make sure you have been on-boarded

• To be credible, be prepared:
   – Something about yourself
   – Something about Gemini
   – Something about the project
   – Three point of substance about the client, preferably issues of common agreement amongst
     client and Gemini people




                                Gemini Consulting Limited • Proprietary and Confidential        - 19 -
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There are other guidelines to keep in mind when first
meeting the client

• Don’t express views to forcefully

• Emphasise what you have in common but don’t overdo it or invent
  things

• Demonstrate yourself to be knowledgeable about the business and
  the project

• Show interest in what the other person does by asking questions and
  listening. Don’t rush to respond:
   – 75% listening
   – 25% speaking

• Use summaries when the person offers views about the project but
  you may have to avoid showing strong agreement or disagreement

• Take notes during or after, including their name

                     The key is to see yourself as others see you.

                             Gemini Consulting Limited • Proprietary and Confidential   - 20 -
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You won’t get it right every time

• Review what you do and ask for feedback from others

• Remember plan, do, review

• Aim to do more of the things that work and less of the things
  that don’t work




                        Gemini Consulting Limited • Proprietary and Confidential   - 21 -
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C. Consulting Guard
Consultant guard is all about professionalism
and trust

• Role modelling good change management behaviours:
   – Always demonstrating impartiality and honesty in words and actions
   – Consistently using core skills, particularly:
      • Effective meetings and facilitation best practices
      • PS/TB
      • Coaching and feedback

• Maintaining a safe distance:
   – Being objective at all times
   – Giving credit for the ideas and the efforts of others
   – Avoiding going native
   – Using discretion and judgment in personal relationships




            Setting and working to high personal and professional
            standards, ethics and values is the first step towards gaining
            the client’ s trust.

                                    Gemini Consulting Limited • Proprietary and Confidential   - 23 -
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Professionalism covers how we act and how we are
seen by others

• Actions communicate more than words:
   – Maintaining client confidentially and anonymity
      • Not mentioning clients by name unless cleared by them or having their materials visible to others
   – Attending meetings on time and being well prepared:
      • Ensuring next steps done well and on time
   – Maintaining enthusiasm and a positive ‘can do’ attitude
   – Ensuring accuracy of data and information
   – Offering help when lightly loaded or others appear to need it
   – Taking accountability for a fair share of next steps
   – Avoiding involvement in gossip, particularly when negative or derogatory

• Appearances paint important messages:
   – Dressing appropriately
   – Keeping work area, car, documentation and filing clean and tidy

            Demonstrating capability in use of core skills and adherence
            to high levels of professionalism creates credibility.

                                 Gemini Consulting Limited • Proprietary and Confidential       - 24 -
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How not to let your guard slip
• “Care and Feeding of Client Resources”
   – Get to know secretaries, etc.

   – Schedule meetings as far in advance as possible

   – Keep meetings to time contracts

   – Don’t have a meeting if not needed

   – Be sensitive to client’s other “real” work requirements




           REMEMBER:
           If you can’ t explain/justify it to a client, don’ t buy it, do it or
           use it.

                                 Gemini Consulting Limited • Proprietary and Confidential   - 25 -
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How not to let your guard slip
• “Care and Feeding of Client Equipment”
   – If you jam a machine, fix it or report it
   – Let clients use photocopier first - let them go ahead if they are behind you in line
   – Don’t monopolize equipment
   – Ask for their rules for production
   – Ask where to part, cafeteria rules, etc.
   – Don’t move their equipment
   – Don’t leave your materials in fax machine or copier
   – Remove the transparencies from the copier when you’re done, refill paper tray
   – Schedule conference rooms through appropriate path
   – Ask what you are allowed to do in the conference rooms (I.e. tape up flips?, brown papers? food?)
   – Find out long distance phone call rules (how will client bill Gemini)
   – Find out security rules/hours of operation
   – Ask for client supplies - don’t simply help yourself - check with Project Manager as to how to get
     them
   – Turn off light switches
           REMEMBER:
           If you can’ t explain/justify it to a client, don’ t buy it, do it or
           use it.

                                   Gemini Consulting Limited • Proprietary and Confidential       - 26 -
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How not to let your guard slip
• “Remember Your Communications”
   – Don’t listen to your VMS on a speaker phone at client site

   – Don’t respond to your VMS in a loud voice, in an open area or in hearing distance of clients

   – Don’t talk about expenses or do your voucher in client view/earshot

   – Keep personal calls limited to hotel




           REMEMBER:
           If you can’ t explain/justify it to a client, don’ t buy it, do it or
           use it.

                                 Gemini Consulting Limited • Proprietary and Confidential           - 27 -
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How not to let your guard slip
• “Impressions You Can Make”
   – Do fly/travel in the same class as client traveling with you

   – Don’t show up to client site in a limousine or very expensive rental car

   – When reusing panel sets from other projects, don’t forget to sanitise them (no logo or previous
     client indicators)

   – Don’t work on other client work at the client sight




            REMEMBER:
            If you can’ t explain/justify it to a client, don’ t buy it, do it or
            use it.

                                 Gemini Consulting Limited • Proprietary and Confidential        - 28 -
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D. Road Warrior Tips
How to approach the early stages of your project
(prior to and up to first week of first project)
•   Make friends with IST
•   Make friends with Document Production / Mac Resource, they are equals - treat them
    as such
•   Offer friendship as well as panel sets!
•   Make friends with the Information Centre
•   Befriend the editors
•   Befriend the Communication Centre
•   Befriend the Reception team (JIT desks . . . )
•   Link up with your buddy
•   Demand an Expectations Exchange in week one which is absolutely clear -
    deliverables, timing, etc.
•   Make sure you get the onboarding briefing on day one
•   Understand and use the consulting guard
•   Understand the client politics - who is pro / against Gemini
•   Understand how you have been positioned with the client - experience,
    length of time in Gemini, etc.
•   Never be afraid to ask for help
•   It is not okay not to ask for help
                               Gemini Consulting Limited • Proprietary and Confidential   - 30 -
                                                    SurvSkls v1.ppt
Personal life management
•   Expect it to be concentrated around weekends
•   Expect big phone bills
•   Expect to work less than one out of four weekends
•   Discuss work commitments up front with partners: BE TRUTHFUL
•   Don’t bring Gemini jargon home!
•   Endeavour on a daily basis to make time for yourself to do what ever you like
    (applies particularly when you are not on a home-based project)
•   Try to make friends with team mates so that after office time is relaxing . . .
•   . . . but don’t be afraid to spend time on your own
•   Strive for 3/4/5 - it’s allowed
•   Don’t stay on site for appearance sake
•   Don’t be afraid to accord “home management” high priority when on a home-based
    long hours project
•   Don’t do VMS late on Friday night
•   Plan your weekends early to maximise their benefit (I.e., don’t expect friends
    to be available at the drop of a hat)
                               Gemini Consulting Limited • Proprietary and Confidential   - 31 -
                                                    SurvSkls v1.ppt
‘Watch outs’ around how you might feel early on
• Don’t expect to necessarily feel good in your first few weeks

• It gets ‘hugely’ better after the first six months

• Write down every little win and remember them when it all seems
  doom and gloom

• Get regular feedback - things may not be as dire as you suspect

• Don’t be afraid of the ‘hit the ground running’ expectation - help is
  available for if you trip up

• Be aware the client may not necessarily know how new you are to
  begin with

• Be confident! Gemini recruits less than it rejects

• Remember ‘former life’ skills and experiences and relate the current
  situation to them so you can use them
                          Gemini Consulting Limited • Proprietary and Confidential   - 32 -
                                               SurvSkls v1.ppt
‘Watch outs’ around how you might feel early on (cont)
• Respond honestly to questions, buy time when you don’t know
  the answer and go and find it out

• When faced with client hostility remember the political, rational,
  emotional dimensions, move the issue to rational and work it

• Don’t take attacks on Gemini personally

• Don’t go native

• Remember the Consulting Guard

• Role model the values, (excellence and mastery in particular)
  to overcome hostility




                         Gemini Consulting Limited • Proprietary and Confidential   - 33 -
                                              SurvSkls v1.ppt
Suggested Reading

• “Keeping Your Professional Edge” - Journal of Management Consulting,
  Volume 4, Number 4, 1988

• “Process Consulting” - Ed Schein (Excellent)

• “The Art of War” - Sun Ten (English translation)

• The Economist

• “How to Lead Work Teams” from Rees, Pfeiffer Publishing (Excellent)

• Amazon.com on the internet to order most any book with a 2 day delivery!!!




                        Gemini Consulting Limited • Proprietary and Confidential   - 34 -
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Surv skls v1 gsw

  • 1. Survival Skills Breakfast GSW 1998 Gemini Skills Workshop April 1998
  • 2. Survival Skills Breakfast GSW 1998 A. What does it mean to be a Gemini Consultant? B. Building Client Relationships C. Consulting Guard D. Road Warrior Tips Gemini Consulting Limited • Proprietary and Confidential -2- SurvSkls v1.ppt
  • 3. A. So what does it mean to be a Gemini Consultant? Excerpts from the UK “New Hires” Group
  • 4. How is consulting different to “line management”? • Management by influence and persuasion not through direct control: – Leading from behind • Expectation of thought leadership to take clients to new and better planes • You hold up a mirror to your clients and reflect back objectively what was said and done rather than tell them what they did wrong and direct them differently: – Facilitate behaviour change • Can-do, positive culture, rather than full of reasons why something can’t be done: – It’s OK to fail, not OK not to try • It’s a more open and supportive environment – It’s not OK to fail if you haven’t asked for and made use of help • Budget are project specific not function specific and are manpower/deliverable driven: – Profitability is measured/controlled only at the highest level – Income statements are impacted by a much smaller set of variables • Very little support of infrastructure other than production facilities - you get yourself to the right place at the right time without the aid of a secretary: – Personal accountability • Very little personal space - you operate in someone else’s environment all the time – No personal desk in the London office – We are typically guests in the client’s “house” • You aren’t, and shouldn’t be, running the business - always bear this in mind Gemini Consulting Limited • Proprietary and Confidential -4- SurvSkls v1.ppt
  • 5. How is consulting with Gemini different to consulting with someone else? • Success comes through teamwork, rather than through individual efforts: – Heroes are not encouraged – Not asking for help is a crime – We are not expert consultants – Much joint working with client – We frequently lead from behind • Primary loyalty and affiliation is to the project, then to an office or GMT, rather than to a group or department: – Multi-disciplinary outlook established – Networking through GMT’s, CoE’s, Disciplines and POA • Working through/in self-reliant and self-managed teams: – The team is the first line of resort • Measurement of individuals is on delivery and behaviour within the values, rather than on utilisation or personal billing • Emphasis is on role rather than rank: – Where hierarchy exists it is for differentiation of role and clarity for the client • Individuals are encouraged to pursue roles at which they can excel, rather than be forced to be jack-of-all-trades: – Separation of selling from delivery from administration roles Gemini Consulting Limited • Proprietary and Confidential -5- SurvSkls v1.ppt
  • 6. So what does it mean to be a Gemini consultant? P rofessional O bjective S ympathetic A Gemini consultant is P.O.S.I.T.I.V.E. I nformed T eamy I nspiring V isible E nergetic Gemini Consulting Limited • Proprietary and Confidential -6- SurvSkls v1.ppt
  • 7. P rofessional • Maintain high standard of integrity: – Influence with integrity • Only promise what you can deliver and deliver what you promise • Be well organised and look well organised: – Maintain documentation – Notify meeting owners if unable to attend - be punctual • Do not allow yourself to have a bad day in front of the client • Do not gossip or character-assassinate: – Treat everyone with respect • Be consistent: – Core skills application – Coaching and feedback • Maintain high standards in all your work: – Treat client documents as reference documents – Document standards, spelling, grammar – return borrowed items promptly – Maintain clean work area – Prepresent with new drafts when appropriate for builds But above all, be human. Gemini Consulting Limited • Proprietary and Confidential -7- SurvSkls v1.ppt
  • 8. O bjective • Use facts and data: – Data driven conclusions – The “answer” may not be what the client wants to hear - be prepared to challenge the client • Try to see and evaluate a situation from all sides • Try to get the client to see the situation from different sides: – Seek to understand before seeking to be understood • Remember you have 2 ears and 1 mouth - use them in that ratio: – Become a good active listener • Do not be tempted to join in department or people bashing • Try not to react emotionally: – If you do, make sure it is appropriate and controlled Gemini Consulting Limited • Proprietary and Confidential -8- SurvSkls v1.ppt
  • 9. S ympathetic • Be a good active listener: – Be open to listening • Be attentive to and interested in other’s ideas, activities and opinions: – Use discretion and judgment • Understand why the client takes certain positions: – Ask questions, seek input and view points – Make sure you’ve taken the emotional and political dimensions into account – Respect the client’s culture – Develop empathy • Aim to do something “important” for the client or “workwith”: – Know where they are coming from • Understand and respect that others have different life experiences and therefore see things accordingly and react to them differently • Be sensitive to colleagues’ positions and expectations • Ensure you don’t go native Develop your relationship with your client at whatever level. Gemini Consulting Limited • Proprietary and Confidential -9- SurvSkls v1.ppt
  • 10. I nformed • Know the client’s business and situation: – Industry, competitors, strategy – Find out - briefing packs, library – Create credibility in the client’s eyes • Prepare for meetings by researching what ‘excites’ clients: – Success is not measured by the size of your panel set • Keep your fellow team members informed and be informed yourself: – Know what is going on throughout the project generally – Know your work area status in depth – Be proactive in anticipating what the Project Lead needs • Do not give opinions straightaway, raise topics for discussion and express your opinion at the appropriate time • Look for knowledge capture/learning opportunities • Build a Gemini network to ensure you maximise your content/impact: – Nurture those contacts • Differentiate between “what?” questions (content) and “how?” questions (process) Develop your relationship with your client at whatever level. Gemini Consulting Limited • Proprietary and Confidential - 10 - SurvSkls v1.ppt
  • 11. T eamy • Partner with your clients • Help others win: – Help out when others are struggling – Don’t wait to be asked • Have a working knowledge of other streams’ activities • Use, and contribute to, Gemini networks • Ask for, and give, feedback, including builds on daily work: – Give coaching and feedback at appropriate times and on an ongoing basis • It’s OK to ask for help and OK to say “I don’t know . . . I’ll get back to you” • Actively participate in team events and training sessions, but remember you have a life outside Gemini: – Take your share of team “A’s” – Be proactive about making constructive suggestions within the Gemini team – Everyone has a role in developing the team • Look for the good points and opportunities in someone’s ideas: – Value the differences • Remember that win-win drives more effective teams: – It’s not necessary to seek the spotlight – Always seek the win-win solution Have a go at anything. Gemini Consulting Limited • Proprietary and Confidential - 11 - SurvSkls v1.ppt
  • 12. I nspiring • Always seek to exceed expectations and be clear what they are • Anticipate, be proactive: – Be creative – Consulting by walking around – Talk to people • Actively care about your client and helping them do the right thing: – Take personal pride in the project and company • Actively care about your client and helping them do the right thing: – Take personal pride in the project and company • Be concise and to the point: – Strive for clarity of thought and expression • Keep calm, don’t flap, look and act confident • Be incisive and decisive • Seek to be a “guru” in something (worthwhile!) • Use people to best effect by involving them in every way • Think and use the values Leadership inspires. Gemini Consulting Limited • Proprietary and Confidential - 12 - SurvSkls v1.ppt
  • 13. V isible • Remember, that we are not expected to have bad days in front of the client • Remember, that we are not expected to be wrong or to make mistakes • Keep the status, progress and results of your workstream visible • Don’t spend all day in the project office • Clients can have bad days or be wrong - it’s our job to coach and counsel them • We must be seen to contribute no matter how many days per week on-site • We are guests in their company and they are always the client: – They are physically always around • We must maintain “consultant guard” at all times Gemini Consulting Limited • Proprietary and Confidential - 13 - SurvSkls v1.ppt
  • 14. E nergetic • Be prepared to work hard for the client and get involved • Be active and display real energy in team meetings and team social activities • Be seen to add value at all stages of the project • Be seen to enthuse clients and JTM’s in delivering results: – Don’t try to do the impossible on your own • Look for ways to contribute to the clients overall success Hit the ground running fast. Gemini Consulting Limited • Proprietary and Confidential - 14 - SurvSkls v1.ppt
  • 15. B. Build Client Relationships
  • 16. “Treat relationship building as formally and with as much importance and thought as any other project activity.”
  • 17. Remember that you cannot NOT communicate • The overall impression we leave with someone will depend: – 7% on the words we use – 38% on how we say them – 55% on how we look • That means that the words have to be right but how we speak and how we look is also important Remember that when there is a conflict between what you say and how you said it, the non-verbals will win out. Gemini Consulting Limited • Proprietary and Confidential - 17 - SurvSkls v1.ppt
  • 18. First impressions count, so be prepared • First impressions will be taken as predictive of your behaviour – The other person will characterise you – At future encounters you will h ave to work hard to change this if you are unhappy with it • First impressions are based on what you say, how you look and dress and how you sound • Perception is reality First impressions decide whether you have made a potential friend or a potential enemy for Gemini. Gemini Consulting Limited • Proprietary and Confidential - 18 - SurvSkls v1.ppt
  • 19. Remember these guidelines when first meeting the client • Before: – Find out about the business, the project and the key people – Focus on facts. Avoid judgment or vague statements – Find out about him or her: Position in the company, involvement in the project, attitude toward Gemini – Find out how you have been pre-positioned by your colleagues – Make sure you have been on-boarded • To be credible, be prepared: – Something about yourself – Something about Gemini – Something about the project – Three point of substance about the client, preferably issues of common agreement amongst client and Gemini people Gemini Consulting Limited • Proprietary and Confidential - 19 - SurvSkls v1.ppt
  • 20. There are other guidelines to keep in mind when first meeting the client • Don’t express views to forcefully • Emphasise what you have in common but don’t overdo it or invent things • Demonstrate yourself to be knowledgeable about the business and the project • Show interest in what the other person does by asking questions and listening. Don’t rush to respond: – 75% listening – 25% speaking • Use summaries when the person offers views about the project but you may have to avoid showing strong agreement or disagreement • Take notes during or after, including their name The key is to see yourself as others see you. Gemini Consulting Limited • Proprietary and Confidential - 20 - SurvSkls v1.ppt
  • 21. You won’t get it right every time • Review what you do and ask for feedback from others • Remember plan, do, review • Aim to do more of the things that work and less of the things that don’t work Gemini Consulting Limited • Proprietary and Confidential - 21 - SurvSkls v1.ppt
  • 23. Consultant guard is all about professionalism and trust • Role modelling good change management behaviours: – Always demonstrating impartiality and honesty in words and actions – Consistently using core skills, particularly: • Effective meetings and facilitation best practices • PS/TB • Coaching and feedback • Maintaining a safe distance: – Being objective at all times – Giving credit for the ideas and the efforts of others – Avoiding going native – Using discretion and judgment in personal relationships Setting and working to high personal and professional standards, ethics and values is the first step towards gaining the client’ s trust. Gemini Consulting Limited • Proprietary and Confidential - 23 - SurvSkls v1.ppt
  • 24. Professionalism covers how we act and how we are seen by others • Actions communicate more than words: – Maintaining client confidentially and anonymity • Not mentioning clients by name unless cleared by them or having their materials visible to others – Attending meetings on time and being well prepared: • Ensuring next steps done well and on time – Maintaining enthusiasm and a positive ‘can do’ attitude – Ensuring accuracy of data and information – Offering help when lightly loaded or others appear to need it – Taking accountability for a fair share of next steps – Avoiding involvement in gossip, particularly when negative or derogatory • Appearances paint important messages: – Dressing appropriately – Keeping work area, car, documentation and filing clean and tidy Demonstrating capability in use of core skills and adherence to high levels of professionalism creates credibility. Gemini Consulting Limited • Proprietary and Confidential - 24 - SurvSkls v1.ppt
  • 25. How not to let your guard slip • “Care and Feeding of Client Resources” – Get to know secretaries, etc. – Schedule meetings as far in advance as possible – Keep meetings to time contracts – Don’t have a meeting if not needed – Be sensitive to client’s other “real” work requirements REMEMBER: If you can’ t explain/justify it to a client, don’ t buy it, do it or use it. Gemini Consulting Limited • Proprietary and Confidential - 25 - SurvSkls v1.ppt
  • 26. How not to let your guard slip • “Care and Feeding of Client Equipment” – If you jam a machine, fix it or report it – Let clients use photocopier first - let them go ahead if they are behind you in line – Don’t monopolize equipment – Ask for their rules for production – Ask where to part, cafeteria rules, etc. – Don’t move their equipment – Don’t leave your materials in fax machine or copier – Remove the transparencies from the copier when you’re done, refill paper tray – Schedule conference rooms through appropriate path – Ask what you are allowed to do in the conference rooms (I.e. tape up flips?, brown papers? food?) – Find out long distance phone call rules (how will client bill Gemini) – Find out security rules/hours of operation – Ask for client supplies - don’t simply help yourself - check with Project Manager as to how to get them – Turn off light switches REMEMBER: If you can’ t explain/justify it to a client, don’ t buy it, do it or use it. Gemini Consulting Limited • Proprietary and Confidential - 26 - SurvSkls v1.ppt
  • 27. How not to let your guard slip • “Remember Your Communications” – Don’t listen to your VMS on a speaker phone at client site – Don’t respond to your VMS in a loud voice, in an open area or in hearing distance of clients – Don’t talk about expenses or do your voucher in client view/earshot – Keep personal calls limited to hotel REMEMBER: If you can’ t explain/justify it to a client, don’ t buy it, do it or use it. Gemini Consulting Limited • Proprietary and Confidential - 27 - SurvSkls v1.ppt
  • 28. How not to let your guard slip • “Impressions You Can Make” – Do fly/travel in the same class as client traveling with you – Don’t show up to client site in a limousine or very expensive rental car – When reusing panel sets from other projects, don’t forget to sanitise them (no logo or previous client indicators) – Don’t work on other client work at the client sight REMEMBER: If you can’ t explain/justify it to a client, don’ t buy it, do it or use it. Gemini Consulting Limited • Proprietary and Confidential - 28 - SurvSkls v1.ppt
  • 30. How to approach the early stages of your project (prior to and up to first week of first project) • Make friends with IST • Make friends with Document Production / Mac Resource, they are equals - treat them as such • Offer friendship as well as panel sets! • Make friends with the Information Centre • Befriend the editors • Befriend the Communication Centre • Befriend the Reception team (JIT desks . . . ) • Link up with your buddy • Demand an Expectations Exchange in week one which is absolutely clear - deliverables, timing, etc. • Make sure you get the onboarding briefing on day one • Understand and use the consulting guard • Understand the client politics - who is pro / against Gemini • Understand how you have been positioned with the client - experience, length of time in Gemini, etc. • Never be afraid to ask for help • It is not okay not to ask for help Gemini Consulting Limited • Proprietary and Confidential - 30 - SurvSkls v1.ppt
  • 31. Personal life management • Expect it to be concentrated around weekends • Expect big phone bills • Expect to work less than one out of four weekends • Discuss work commitments up front with partners: BE TRUTHFUL • Don’t bring Gemini jargon home! • Endeavour on a daily basis to make time for yourself to do what ever you like (applies particularly when you are not on a home-based project) • Try to make friends with team mates so that after office time is relaxing . . . • . . . but don’t be afraid to spend time on your own • Strive for 3/4/5 - it’s allowed • Don’t stay on site for appearance sake • Don’t be afraid to accord “home management” high priority when on a home-based long hours project • Don’t do VMS late on Friday night • Plan your weekends early to maximise their benefit (I.e., don’t expect friends to be available at the drop of a hat) Gemini Consulting Limited • Proprietary and Confidential - 31 - SurvSkls v1.ppt
  • 32. ‘Watch outs’ around how you might feel early on • Don’t expect to necessarily feel good in your first few weeks • It gets ‘hugely’ better after the first six months • Write down every little win and remember them when it all seems doom and gloom • Get regular feedback - things may not be as dire as you suspect • Don’t be afraid of the ‘hit the ground running’ expectation - help is available for if you trip up • Be aware the client may not necessarily know how new you are to begin with • Be confident! Gemini recruits less than it rejects • Remember ‘former life’ skills and experiences and relate the current situation to them so you can use them Gemini Consulting Limited • Proprietary and Confidential - 32 - SurvSkls v1.ppt
  • 33. ‘Watch outs’ around how you might feel early on (cont) • Respond honestly to questions, buy time when you don’t know the answer and go and find it out • When faced with client hostility remember the political, rational, emotional dimensions, move the issue to rational and work it • Don’t take attacks on Gemini personally • Don’t go native • Remember the Consulting Guard • Role model the values, (excellence and mastery in particular) to overcome hostility Gemini Consulting Limited • Proprietary and Confidential - 33 - SurvSkls v1.ppt
  • 34. Suggested Reading • “Keeping Your Professional Edge” - Journal of Management Consulting, Volume 4, Number 4, 1988 • “Process Consulting” - Ed Schein (Excellent) • “The Art of War” - Sun Ten (English translation) • The Economist • “How to Lead Work Teams” from Rees, Pfeiffer Publishing (Excellent) • Amazon.com on the internet to order most any book with a 2 day delivery!!! Gemini Consulting Limited • Proprietary and Confidential - 34 - SurvSkls v1.ppt