Case Studies

Results and Success Stories.

Following are examples of helping individuals analyze communications situations, establish goals and tactics, and carry out the work required to reach them. At the end of each case study is a quick explanation of benefits to the organization and to the individual.

Case Studies.
#1: Lackluster Relationship Becomes Positive
#2: CTO Develops “Non-Geek” Speaking Skills
#3: Modifying ‘Personal Expression’ Led to Facilitator, Coach, Leader Role
#4: An Adamant ‘No’ Becomes a ‘Yes’
#5: Book Idea & Presentation Leads to Career Change
#6: Overcoming a Language Barrier

Case Study #1: A Lackluster Relationship Becomes Positive.
By Joe Vranich

A corporation invited me to observe Jennifer, director of a multi-million dollar project, as she briefed a group of engineers, financial analysts and project managers on a complex program for the federal government. New contract demands were confusing to some in this naturally skeptical audience, and it was hardly surprising that they threw one tough question after another at Jennifer.

I had been called in because Jennifer was said to be “difficult” with her new supervisor, Maureen, a vice president. But what I observed didn’t match what I had heard. I saw a woman patiently clarifying many technical points in a likeable manner.

Later, Jennifer said that she and Maureen have many misunderstandings. “I have to read her desires because she isn’t direct,” Jennifer said. “I’m stressed out every day, and sometimes it spills over to the people who work for me.”

To clarify what others thought of Jennifer, we reviewed the results of a 360 Feedback Profile. Also, I interviewed Maureen, who spoke frankly about Jennifer. She said Jennifer had the core competencies for her position and her loyalty was unquestioned, but Maureen was clearly frustrated by the misunderstandings with Jennifer.

Jennifer and I identified different decision-making and communications styles and her options for changing her approach. We agreed that the key elements to productive communications with Maureen are to (1) provide her with more information because she thrives on details; (2) present information in a concise “bullet-point” style; and (3) monitor Maureen’s understanding by asking questions during their meetings.

I spoke with Maureen about our findings and recommended she be more direct in her requests to Jennifer, to which she readily agreed.

Jennifer and Maureen became more comfortable with each other and stress levels dropped. Later, Jennifer received an Outstanding Achievement Award after being nominated by Maureen. Their relationship remains positive to this day.

Overall Benefits: A key relationship on a multi-million dollar project became one of mutual respect with benefits extending to peers and direct reports. As stress levels eased, misunderstandings with numerous stakeholders were reduced. The corporation, well known for top-notch work, maintained an excellent relationship with a demanding customer. Jennifer has been added to a list of candidates for a position of greater responsibility.

Case Study #2: CTO Develops “Non-Geek” Speaking Skills.
By Joe Vranich

Bob felt irritated that he had to give a presentation at a conference. After all, he had “real work” to do. Especially irksome was that his appearance had to be top-notch, because it was in front of his company’s top fifty-five customers. Revealing just how nervous an executive can become, he called with these questions:

How do I reduce being so uncomfortable when speaking?
What can I say that other presenters won’t also be saying?
As an IT guy I don’t consider myself interesting – how do I hold their attention for 45 minutes?

Upon meeting him, I realized my first task was to build his confidence. Bob is healthy and fit, a good dresser and articulate. He also is remarkably pleasant. I emphasized how those qualities appeal to audiences.

We discussed how his audience wouldn’t be trying to make his life difficult. “Most audiences want the speaker to succeed,” I said. “Otherwise, they feel like they’re wasting their time.” He found that reassuring.

To select content and avoid repetition, he called others to ask about their presentations. Next, we eliminated some information that was less relevant. We also gave his comments a lighter feel by including several funny personal stories.

Creating visuals was easy. As a CTO, Bob is a software whiz and his on-screen presentation was filled with photos, sounds and a film clip. We also worked to loosen his style, especially facial expressions and body movements. He became livelier after several videotaped practice sessions.

He felt great when the presentation was over. He said the audience connected with his humor – in fact they thought his stories were hilarious. Moreover, Bob reported with pride that “the Sales Department was so impressed that they asked me to join them in pitching potential customers. Not bad for an IT guy!”

Overall Benefits: The company is pleased because his presentation strengthened key customer relationships around the world. Moreover, he has become an additional asset in marketing and sales campaigns designed to broaden the customer base.

Case Study #3: Modifying ‘Personal Expression’ Led to Facilitator, Coach, Leader Role.
By Joe Vranich

A Senior Software Consultant knew that he wanted to communicate in a more positive way when faced with challenges from clients. He also wanted a broader role in life – to be seen for his business qualifications as well as his technological expertise. At the personal level, he wanted to be in a position to help people.

Although a sincere and thoughtful person, the aspirations nonetheless required him to change how the world sees him.

Addressing his style of personal expression was a critical part of our work. He came to sessions with questions: "How do I craft and deliver a message to a difficult person without it being argumentative?" "How do I handle disputes in a highly political environment?"

We focused on ways to crystallize compelling messages in conversations, messages that remain compatible with his values. We explored several "elevator speeches," which are useful in pitching prospective clients. We looked at how to convey ideas to his audience (even when it was an audience of one); how to change adversaries into partners; and how to pose the right questions to ask. Sometimes we rehearsed the messages.

Also, he faithfully followed through on reading some books on effective personal communications.

The result is that he is now with The Alternative Board® as a Facilitator and Strategic Business Leadership Coach. This is a major professional transformation. He is with a wonderful organization that encourages and empowers business owners, presidents and CEOs to achieve their business and personal vision.

Overall Benefits: Adapting his style of personal expression was critical to making a significant life change and to being in a position where his business acumen is evident. He is providing a high level of value to his clients, and today he says, "I'm really helping people – I've never been happier."

Case Study #4: An Adamant ‘No’ Becomes a ‘Yes.’
By Joe Vranich

Fred was unemployed and thrilled to discover a new senior public relations job being created that was “perfect” for him. But when he learned that he would be blocked from consideration for the opportunity, he decided he needed help from a coach.

Fred had experience in the industry, enthusiasm for the international company, and the right skills including being somewhat fluent in the required second language.

But a hurdle existed. The company was a former employer with the unwritten code: "Once you leave, don't come back." The situation was worsened by the fact that his new boss would be the same person who had unhappily accepted Fred's resignation a decade earlier.

When Fred called about the opening, the executive said, “I told you when you left that you can never come back.” Fred responded, “But that was ten years ago. Look at all the additional experience I’m bringing if I come back now!” The executive was unimpressed.

Fred was demoralized and sorted through his objectives, asking himself, “Is this position worth it, considering the executive’s stubbornness?”

After he concluded that the answer was "yes," we created a campaign. First, we explored methods to replace Fred’s sinking morale with an intrepid attitude. Next, Fred began reinvigorating relationships with friends who remained at the company and enrolled them as allies. Also, he began communicating the value of having a "new" Fred back in the company.

It took three months of tenacious work – including international phone calls, letters, two cross-country interviewing trips, and brushing up on the foreign language – to persuade the executive to forget the grudge and bring him aboard.

Once there, Fred turned in superior performances, which in part served to further soften the hard-edged executive. The tough boss was so pleased with Fred’s work that he gave him a substantial increase in compensation.

Overall Benefits: The company obtained the services of a talented PR director who needed virtually no ramp-up time. His ability to “hit the street running” was particularly valuable shortly after his return when the news media was demanding answers regarding a fatality on company property. Veteran employees hailed Fred’s return because he had been so well liked during his first stint there. Finally, the hiring executive’s reputation improved because he abandoned an old behavior for a more flexible one that offers greater value to the company.

Case Study #5: Book Idea & Presentation Leads to Career Change.
By Joe Vranich

The first conversation with Jim was exciting for both of us. As a journalist who wanted to become a non-fiction author, he needed help from someone who understood the challenges of writing a book that would be acceptable to a major publisher. I knew I would enjoy working with him because of my positive experiences with writers.

At first, we discussed how to nurse a book from an idea to publication. But Jim had a revelation: “I want to have a more powerful impact on public policy. In place of the book, I want to work for an organization that shares my beliefs about substance abuse and health.” That is when my work diminished as a consultant (who provides specialized knowledge) and increased as a coach (who helps clients better understand their own motivations, goals and behaviors).

Jim took action on new goals. He planted seeds with key individuals in non-profit organizations about how they could benefit from his expertise. Meanwhile, the New York Times and Washington Post published Jim’s commentaries, which were noticed by the organization he had identified as his preferred employer. He spoke before like-minded individuals at a conference, further raising his profile.

One presentation in particular caused his preferred organization to offer him a position in line with his job description, which was rather remarkable because it was his first-ever PowerPoint presentation. Jim worked hard to make sure the slides showed compelling messages. Later, his compelling performance on national television verified the organization’s sound judgment in hiring him for a senior position.

Jim is gratified that coaching helped him make the “arduous journey” from daily journalist to a job where he can benefit humanity. His professional future burns brighter and the organization is receiving greater exposure for its important work.

Overall Benefits: Jim’s work benefits the public and the organization. Before, research findings had circulated primarily among the research community and like-minded groups. Today a broader audience is learning this organization’s research findings because of increased attention from major media outlets. Also, such activity reinforces the group’s reputation for excellent work in a non-profit arena where competition exists for research grants.

Case Study #6: Overcoming a Language Barrier.
By Joe Vranich

Some successes are greater than anyone imagined. Such was the case with Evelyne, a Chinese immigrant who had the usual challenges with English as a second language. She began worrying when, as the leader of a non-profit organization, she was invited to speak to a group of educators. Her apprehensions included stage fright and fear that her accent would be a distraction.

We practiced the speech by talking freely from an outline of notes. The method is more engaging and avoids the number one cause of having a mind go “blank” – memorization. And with practice, it became easier for Evelyne to remember correct word placement and pronunciations. She also learned that speaking more slowly minimized her accent.

Regarding content, Evelyne knew that emphasizing a Chinese viewpoint on education would be interesting. Moreover, I reminded her that audiences prefer stories more than statistics, so she included perspectives about her son’s education.

She crafted a marvelous speech. My only recommendation was to give context when quoting Confucius by reminding the audience how long ago he lived. For a philosopher who wrote many centuries ago (he lived 551 BC - 479 BC), he was ahead of his time in urging widespread education of children.

To ease Evelyne’s nervousness, she agreed to “work the room” by greeting people at the door and chatting with them. Then, when speaking, she would probably find comfort in having eye contact with friendly people she had already met.

As she stood to speak, she reminded herself, “relax, relax, relax” and “have eye contact.” She felt at ease rather quickly. She was startled when the audience interrupted her with applause, which happened three times. And she was astonished when she saw teachers crying as she expressed heartfelt appreciation for the work of educators.

Evelyne says today: “After not speaking in public for many years, I gained an unexpected harvest from this event. I feel my confidence returning.”

Overall Benefits: The ties between the non-profit organization and the educators were reinforced by her deeply genuine remarks. Evelyne learned more about the power of the spoken word. She is less anxious about future appearances and welcomes the invitations she knows she will receive to speak at similar events.

The Executive Communications CoachSM

Joseph Vranich • Irvine, California • 949-551-3150

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