What if you don’t have a recommendation or action to share?

What if you don’t have a recommendation or action to share?

by | - Articulate your Answer (So What), - Grouping storylines, 2 - Develop your storyline, Options

Have you wondered how to use a storyline when you don't have a recommendation or an action to share?

One of my clients asked me this terrific question during a workshop last week, and I thought it worth unpacking for you also.

The easiest way to think about this is to view the ‘so what' as a point of view rather than always being a recommendation or an action. You could do that two ways, which I have unpacked below.

Sharing your findings to stimulate a discussion

Context – We have been analysing a supermarket full of breakfast options to decide which one suits us best.

Trigger – We are now ready to share our findings.

Question – What did you find?

So What – All available options have sufficient merit, making it difficult to choose one over another.

Sub question – why is that true?

Nutrigrain cereal offers a higher carb, low protein option that includes plenty of nutrients

  • includes lots of vitamins and minerals
  • offers plenty of fibre
  • is low in fat
  • includes a moderate amount of sugar

Porridge is lower carb but not as tasty or high in protein
  • includes lots of vitamins and minerals
  • offers plenty of fibre
  • is low in fat and can lower cholesterol
  • is low in sugar


Omelettes are high in protein but potentially high in fat

  • includes lots of vitamins and minerals, especially if vegetables are included
  • offers plenty of fibre when vegetables are included
  • is higher in fat and cholesterol than the others
  • has virtually no sugar



Explicitly asking for help to decide which is best

The difference between this option and the previous one lies in the trigger and the so what. The rest of the story remains almost the same. I have adjusted the tense slightly to reflect the difference in the sub question that ‘falls out' of the so what, but kept the supporting points the same.

Context – We have been analysing a supermarket full of breakfast options so we can decide which one suits us best.

Trigger – We need your help to decide which one is best.

Question – How can I help?

So what – Please help us weigh up these equally suitable breakfast options so we can decide which one to choose.

Sub question – what options?

Nutrigrain cereal, which offers a higher carb, low protein option that includes plenty of nutrients

  • includes lots of vitamins and minerals
  • offers plenty of fibre
  • is low in fat
  • includes a moderate amount of sugar


Porridge, which is lower carb but not as tasty or high in protein

  • includes lots of vitamins and minerals
  • offers plenty of fibre
  • is low in fat and can lower cholesterol
  • is low in sugar


Omelettes, which are high in protein but potentially high in fat

  • includes lots of vitamins and minerals, especially if vegetables are included
  • offers plenty of fibre when vegetables are included
  • is higher in fat and cholesterol than the others
  • has virtually no sugar


You would then follow on to outline your reasoning about each of the options to support a healthy discussion around your analysis.

Please note that we have not provided a list of pros and cons. We have listed how each breakfast option stacks up against key criteria.

I hope that helps. More next week.

Kind regards,
Davina

PS – Do check out the podcast series inside the portal. We have now uploaded all that we have recorded so you have early access. I think you will enjoy the discussions.

 

RELATED POSTS

Political Trade-offs

Political Trade-offs

by | - Articulate your Answer (So What), - Grouping storylines, - Project Management, - Stakeholder Management

 

Have you been in a position where you must implement a solution that you disagree with?

This is the situation Anya found herself in recently, which set up a great discussion around trade-offs, politics and what to do when your CEO is one of your objectors.

In tonight’s working session we helped Anya craft a story that has some useful lessons.

In sum, respectfully documenting disagreement can place responsibility where it belongs while also providing one last chance to reverse the decision.

  1. Disagreement can be respectful
  2. Feeling pushed into a taking a poor decision may signal that you are taking on someone else’s responsibility
  3. Communicating your disagreement can put that responsibility back on the decision makers

Disagreement can be respectful

We played around for quite a while to work out how to present this story so that it both gave the leaders what they were insisting upon while explaining the costs of this approach.

We decided to

  • Avoid going in ‘all guns blazing’ and recommending the Clarity solution given it would get the general manager, executive director and CEO offside.
  • Stick with the leaders’ preferred recommendation but help educate them about some areas where they were ill informed. For example, they were conflating ‘on prem Clarity’ and ‘Cloud Clarity’. Their high-cost experiences were based on the on prem version of Clarity being used for project payslips, not the Cloud version Anya preferred to use for project management.

Feeling pushed into a taking a poor decision may signal that you are taking on someone else’s responsibility

Part of the difficulty in crafting a story like this is the emotional frustration that can get in the way. As Anya said, she had expected to sit down over the weekend with a couple of gins and tonic to work out what to say to her leaders.

The reason it felt difficult is that she was feeling the heat of a poor decision that would be costly and time consuming to implement in comparison with her preferred solution.

Laying out the trade-offs for the leaders gave her an opportunity to pass the responsibility for those trade-offs back up the chain to those who were making the decision.

If the reports were costly or late, it would no longer be her problem.

Communicating your disagreement can put that responsibility back on the decision makers (and protect you too)

Leaders are charged with making decisions with the whole organisation in mind, which can lead to unpopular decisions. Sometimes, however, these decisions can also be ill informed simply because they are not close enough to the trade-offs incurred.

This is where a delicate effort to convey those trade-offs while respecting someone’s position is essential to return the responsibility for the costs of a decision to the decision makers.

 

Tonight we took two steps to achieve that. We

  • Balanced curtesy with a directness that meant they could not avoid seeing the cost to the business they were recommending. For example, we edited the so what …
    • From this … Given our existing relationship, I recommend proceeding with Service Now for the 5 PMOs, despite delayed reporting and greater cost when compared against Clarity.
    • To this … I recommend proceeding with Service Now for the 5 PMOs, prioritizing our existing relationships over delayed reporting and greater cost compared against Clarity.
  • Structured the story to compare the two options by factually comparing them to draw out the trade-offs they were making.

I have laid out the storyline below for your use, but do encourage you to check out the recording further down. It was a great conversation.

I hope that helps. More next week.

Davina

Download Storyline

EXERCISE: Rewrite this invitation so your grandma could understand it

by | - Emails, - Exercises, - Grouping storylines, - Human Resources, - Q&A Recording, - Synthesis, - Test your structure, 2 - Develop your storyline, Calendar Invite, Writing

This week we worked on an email and ended up discussing another truism that can be very hard to execute on.

This morning’s one was: ‘Write it so your grandmother could understand it’.

As an idea it is both good and infuriatingly difficult to execute on.

How to do that?

The key to this morning’s example was to focus on the substance of the message, rather than on the ‘process’ required to gain accreditation.

Here are two steps to take to transfer the learnings into your own work:

In general, focus more on the ‘why’ …

  1. Introduce not just the topic but why it matters. In the example below you can see there is an embedded assumption that the audience knows why this accreditation process matters. I have added some definitions on the slide for those unfamiliar with the human resources landscape.
  2. Dig further into the ‘why’. Ask yourself why you are communicating to this specific audience about this specific topic that they now understand is important.

Practice this by leveraging the example we used in the working session.

  1. Take note of the graphic below that highlights some of the problems with the original.
  2. Download the original, be inspired by these problems and rework it yourself.
  3. Review the recorded working session where we wrangled with it as a group
  4. Check out an enhanced version of our ‘after’ for your reference. I took what we did in the group (which was helpful but not ‘finished’) and refined it further using my knowledge of the actual situation.

I hope you find that useful.

Have a great week.

Dav

DOWNLOAD ORIGINAL
DOWNLOAD AFTER

Patterns vs Structures

Patterns vs Structures

by | - Deductive storylines, - Grouping storylines, - Patterns, 2 - Develop your storyline, Examples

Do you wonder if every story you need to convey ‘fits' within one of our seven patterns?

It may shock you that I don't think they will!

I do think the patterns are a fabulous guide, but encourage you to use them as a starting point that enables you to finesse them using the core storylining principles.

But … how to do that?

I suggest you ‘hack' your structure first using our storyline planner as a guide and then tweak using first principles. Here are some thoughts on how to make that work for you:

Step 1 – Use the planner for all major communication! Work through this process from start to finish so you land your messaging before you waste time editing and potentially rewriting a lengthy document.

I was reminded of the importance of this when – not joking – I was packing my bags to return from the US last week. It was so much easier to pack for the return trip than it was on the way out. The bag was also much more neatly packed. Why?

On the way over I was packing quickly for an uncertain environment. I didn't know what the weather would be like and wasn't sure whether I needed only casual gear or more formal also.

As a result, things went in and out as I worked it through.

The process was I think a bit like working out what ideas fitted into a storyline.

So … I can't emphasise enough the importance of landing those messages first.

Step 2 – ‘Hack' at least two high-level structures for your story. Be guided by the So What Strategy book (pages 50 and 51) or your desk reference. Pick one and ‘fill it in' inside the planner using your own material but copying the structure.

Step 3 – Tweak these high-level, skeletal structures as needed making sure you stick to the overall storylining principles. This means that whether the story veers away from the chosen pattern, it still includes
  1. a short introduction that explains what you are discussing and why. Reference the 10 Point Test for definitions of the context and trigger etc.
  2. one single overarching thought that is powerful and articulated in 25 words or less
  3. one of two top-line supporting structures. Use a grouping or deductive structure where the relationships between the ideas are locked tight. This, of course, is where the challenge lies.

Step 4 – Prepare your communication, following the storyline structure to ensure your document conveys your thinking as clearly and concisely as possible.

I thought a schematic of the different generic structures might help so have included it below.

>> Download the reference here.

I hope that helps. More next week.

Kind regards,
Davina



PS – We will be opening the doors for new participants soon. Here is the latest brochure (refreshed today!) in case you would like to tell your friends and colleagues about the program.

How to tell a story when you can’t offer a recommendation

by | - Case studies, - Finance, - Q&A Recording, - Synthesis, 1 - Design your strategy, 2 - Develop your storyline

I am often asked a question that goes a bit like this: “How do I use a storyline when I can't or don't need to offer a recommendation?”

There is at times a concern that storylining isn't fit for purpose in this setting.

We saw a terrific example of this play out in a December coaching session, which I'll unpack here for you.

The easy answer is that although we don't offer a pattern for this, you can easily use a storyline to provide a summary at the top and supporting levels.

Here is what that might look like at the top line for the stock review we discussed

For example, when writing a stock report you might want to offer a recommendation like this:

“We recommend adding Aristocrat (ALL) into your investment portfolio”
as this could be out of the scope of the work you have been engaged to do.

If you were to take this approach, the supporting points would be reasons, explaining why you recommend adding ALL to the portfolio. You would most likely use a version of the Pitch Pattern.

However, in some settings this is prohibited or unwanted. Your financial services license may not permit you to offer ‘advice', or your client may have specifically asked for your findings only.

If this is the case, you might offer a summary (akin to an ‘observation') that says something like this:

“ALL's acquisition of Playtech opens new avenues of growth and an early EPS uplift given the financial structure of the deal.”

This describes what has happened in the past quarter without saying ‘buy this stock'.

If you were to take this approach, the supporting points would still be reasons, but would put forward a different kind of argument. They would be explaining why it is true, or what evidence you have, to support the idea that the acquisition opens up new avenues of growth.

In either case the supporting points could follow a classic Grouping Structure.

You can download the example and/or watch the video of this session below.

Download Handout