Ex Machina

Robin Wigglesworth highlights the effect of Artificial Intelligence on executive communications in an article in the Weekend FT (subscription required). A new form of “robo-surveillance” by trading algorithms is spurring executives to place a deeper focus on the spoken word.

Executives are coached to avoid saying certain phrases, such as “but” which could trigger stock sales by natural language processing (NLP) machines taught the intricacies of human speech. Using NLP, investment funds instantaneously scrape speeches, social media chatter and corporate earnings calls for clues.

Cat and mouse

The result is a cat and mouse game, where CEOs try to outwit the machines that can pick up a verbal clue that a human might not even realize is relevant.

A recent academic paper — How to Talk When a Machine Is Listening: Corporate Disclosure in the Age of AI — points out that companies are keen to show off their business in the best possible light.

…firms with high expected machine downloads manage textual sentiment and audio emotion in ways catered to machine and AI readers, such as by differentially avoiding words that are perceived as negative by computational algorithms as compared to those by human readers, and by exhibiting speech emotion favored by machine learning software processors.

The paper found that companies have tweaked the language of annual reports and how executives speak in public to avoid words that might trigger red flags for machines listening in.

These changes extend to the tone of voice executives use, in addition to the words they use. The paper notes:

Managers of firms with higher expected machine readership exhibit more positivity and excitement in their vocal tones, justifying the anecdotal evidence that managers increasingly seek professional coaching to improve their vocal performances along the quantifiable metrics.

Some companies’ investor relations departments are even running multiple draft versions of press releases and speeches through such algorithmic systems to see which scores the best.

In return, NLP powered algorithms are also continuously adjusted to reflect the increasing obfuscation of corporate executives, so it ends up being a never-ending game of fruitless linguistic acrobatics.

In this game, the machines have the upper hand. The algorithms can immediately adjust for a chief executive’s idiosyncratic styles.

A certain CEO might routinely use the word “challenging” and its absence would be more telling while one that never uses the word would be sending as powerful signal by doing so.

Body language

Machines are still unable to pick up non-verbal cues, such as a physical twitch ahead of an answer, but experts predict it’s only a matter of time before they can do this as well.

Where this will all end, and the impact it will have on speechwriters, presentation coaches, investor relations, and PR professionals is open to speculation.

Usually when machine and men collide, it’s the machines that have the upper hand.

Announcing: A Conversation with Shel Holtz

Shel HoltzI’ve long been an admirer of communication strategist Shel Holtz. who is a regular speaker on topics surrounding the application of online technology to strategic organizational communication. He speaks regularly at IABC and Ragan Communication conferences.

On Wednesday October 4th the Silicon Valley Speechwriters Roundtable will host Shel on a conference call. We’ll be discussing the ways in which social and digital media — which have given rise to content marketing — offer a host of options to speechwriters to draw attention to the speech before, during, and after its delivery. From repurposing parts of a speech to taking advantage of trends in online video and audio, Shel will discuss how you can get much more mileage from a speech today than ever before.

To register for this no-charge event simply go to the Roundtable Meetup Group and RSVP. We start at 11:45am (Pacific).

Shel is the author of a number of great books on topics such as podcasting, blogging and more.

Shel_Holtz_Podcasting

Shel-Holtz-Blogging

Book Review: Illuminate, by Nancy Duarte and Patti Sanchez

Casting Light on the Dark Arts of Communications

Any book on communications that starts out quoting 19th century French sociologist Émile Durkheim has my attention. The authors embrace his idea of ‘collective effervescence’ to describe the magic of a group sharing a common purpose.

Illuminate_CoverFor Duarte and Sanchez, the common purpose they champion in the recently published Illuminate is driven by leaders, whom they term ‘Torchbearers’, envisioning new possibilities. They ‘light the path’ as they set out to change the world and bring ’Travelers’ on the journey along with them. If this sounds like the plot to Lord of the Rings, well, in addition to Durkheim, they quote Frodo Baggins, Aragorn and the others as they motivate the hobbits to set out on the quest for the Ring.

However, this book is anything but a fairy tale.

Duarte, Inc is one of the premier communications agencies in Silicon Valley. Since it was founded in 1990, Nancy Duarte has built a stellar reputation as a PowerPoint guru (with her first book, slide:ology) and general communications consultant (cemented by Resonate, her second book). With ‘Illuminate’ she has broadened her scope to include not only presentations and speeches, but stories, ceremonies and symbols. These are all weapons in the ‘torchbearer’s toolkit’ that can be employed to affect what people think, feel and do as they move through what she calls the ‘five stages of a venture’: Dream, Leap, Fight, Climb, and Arrive. If this sounds like the content of a classic 4×5 matrix, well, you’ll find it summarized in a handy-dandy fold-out between pages 58 and 59.

A speech for all seasons

Using this taxonomy allows you to choose the right tool for the job depending which stage an audience is on the journey. While not a ‘paint by numbers’ approach to communications, after reading Illuminate you will know what to deploy if, say, you need to rally the troops. The advice is to deliver a ‘battle speech’ or tell an ‘overcome the enemy story’ or hold a ‘rally the spirits’ ceremony. What I really liked about the classification is that we’re not left with the usual Pollyanna advice that assumes everything is wonderful. Each stage addressees the negative as well as the positive. So if people in an organization are resistant to change we are told what we might hear them say (“I just don’t see how this could work”) and advised on how to craft and deliver a ‘revolution’ speech or ‘neglect the call’ story. By dealing with the dark side of communications Duarte & Sanchez have given leaders a robust set of guidelines well suited to the real world.

Peoplesoft DemiseSome of the most powerful parts of the book deal with how different organizations dealt with total failure: when PeopleSoft was bought by Oracle and the employees made the company sign into a makeshift memorial; how Coke reversed their disastrous decision to abandon Classic Coke; how Mary Barra, CEO of General Motors, addressed her employees when they needed to recall faulty ignition switches that had caused deaths.

Rich Case Studies

I was struck by the degree of first-hand knowledge and insight in the case studies that conclude the main chapters. Each one includes an extensive narrative and quotes that make the study come alive. There’s a bonus a multi-point summary of highlights. Showing their Silicon Valley roots, Duarte & Sanchez’s case studies include the usual suspects— tech titans like IBM and Apple. But there’s also a floor-covering company, a non-profit, and a fast-food company. Most appropriately, the concluding study is of Duarte, Inc itself, detailing the transformation the company underwent as it pivoted to overhaul systems and improve operations.

Like her previous books, Illuminate is a beautifully designed, eminently readable, detailed account of the scenarios those of us in corporate communications face on a daily basis. Read it if your job is to enable the Torchbearer’s to ignite change, Frodo would certainly make sure it’s on his bookshelf back in the Shire.

Guest Posting: Flying Lessons, First Hand by Rod Thorn

Rod ThornThis is the keynote address by Rod Thorn, Communication Executive, PepsiCo that was delivered at the Ragan Speechwriters and Executive Communicators Conference, George Washington University, Washington, D.C. on March 10, 2015. Reprinted here with his express permission. It is an amazingly honest and forthright assessment of what is like, on a professional and emotional level, to work with CEOs. I found every word rang true to my own experience as a speechwriter and recommend everyone who is an adviser to executives read it. Follow Rod on Twitter @Rodthorn.

I want to take you on a journey today. The journey of a dirt poor kid who started his life in a trailer, then became a trusted advisor to CEOs, flying all over the world in corporate jets.

This is my story.

And while I may not quote Alexis de Tocqueville, I WILL tell a tale of democracy in America.

To begin, I ask you to travel back in time with me about 45 years, and step into the trailer I grew up in. It’s a used New Moon Hallmark; 10 feet wide, by 40 feet long. It’s on a dirt road, way out in the country, in upstate New York.

My father and mother are very poor. They’re not blue collar. They’re no collar. And somehow they cobble together enough money to buy this trailer. Not a double-wide, mind you, but a 10-wide. A double-wide is for rich people who are showing off. And if you have a house, well, then you’re royalty.

One day, two neighbor boys, three and four years older than me, knock on our door. I’m home alone, which is often the case. The boys tell me to follow them because they have something very important to tell me. They are bigger and older than me so I do as I am told.

When we enter their house they say, “Pay attention, because we’re going to teach you seven of the most important words you’ll ever know. After we say what they are you need to practice ‘em so you’ll never forget ‘em. Got it?”

I nod yes, and I am wide-eyed with anticipation. They have a HOUSE. They are OLDER than me. And they are giving me ADVICE. This is my entry into the big boy club!

And that’s when they tell me the seven words that got the comedian George Carlin arrested and thrown in jail for public indecency. The boys don’t tell me these are DIRTY words, only that they are IMPORTANT words. I’m not going to say what these words are, despite the fact that I seem to have grown so fond of them. But I can tell you this . . . one of them sounds an awful lot like you were taking your mother to the hamburger chain, Fuddruckers.

Anyway, I run back to the trailer, saying the words over and over.

I get a piece of paper and a pencil, and I write out the seven words. My tongue is sticking out of my mouth. I’m really concentrating. I’ve got to get these words right.

My mother comes home. She says, “Whatcha’ doin’, honey?”

I say, “The boys across the road taught me some words so I’m practicing them.”

She says, “Oh, that’s nice. What words?” And she looks over my shoulder.

The next thing I know my very angry mother marches me back across the road.

She knocks on the door. The mother answers. The boys are peeking out from behind her. My mother says, “Your boys just taught my son these words!” And she angrily thrusts the paper I was writing on at the mother, who takes the paper, looks at it, and says to her sons, “Did you teach him these words?” They say no, they don’t know what he’s talking about, pointing at me. Their mother shoves the paper back at my mother and, using a couple of the seven words her sons taught me, says, “Your boy’s nothin’ but a no-good liar” and slams the door in our face.

Back at the trailer, my mother tells me these are very bad words. I am never to use them, and I should forget I ever heard them. She’s not mad at me, she says, and I didn’t do anything wrong. She’s just . . . concerned.

Many years later she told me that in that moment, she realized how big of a hill life was going to be for me, and that she had no idea where to begin to help me make the climb.

She only had a seventh grade education. She was one of eight children. She grew up poor, and then it got worse when she married my father. But she was determined to use whatever she could get her hands on to teach herself. And what she could get her hands on was books.

So here’s what she does: She pulls out a dictionary, and we begin a daily lesson that will last for many years to come. We read the dictionary together. Every day, pick a word, use it in a sentence. Recite its meaning. Pass it back to my mother, who does the same. And we constantly play Scrabble.

In my entire life—despite getting a degree in Rhetoric and Communications from a very good school, becoming a playwright and author and corporate executive—I only beat her at Scrabble once. And that’s because she let me.

But on that day, she says we won’t always have to live this way. We won’t always be surrounded by, “drunks and druggies and hoodlums and lying, good-for-nothing, violent people. People you can’t trust as far as you can throw them.”

What she says next is not as much advice as it is a commandment: “Words have the power to hurt and to heal. If you want to live a life that matters, and become a person that people can TRUST, you will use your words as a force for good.”

I’ve been trying to do just that, and make my mama proud, ever since.

***

Now, let’s leave that trailer and fast forward—to my first ride on a corporate jet. If you’ve ever flown on one and then had to go back to flying commercial it’s like dying and going to Heaven, and then having to reenter your body on the operating table.

This is truly rare air.

A limo picks me up, takes me directly to the plane. Someone takes my luggage, I walk up the stairs. The pilot and co-pilot greet me at the door. A flight attendant, who doubles as the flight engineer, shows me around the plane. I try to act like I’ve been there before.

I am surrounded by power and influence. There’s polished wood and fine leather. There are lamps. There’s an antique rug. There’s a conference table, big enough for Thanksgiving dinner. There’s a bedroom with a shower. There’s a private office. There’s a kitchen. There are huge televisions with every channel and movie you’d ever want to watch. This is bigger and nicer than the trailer I grew up in. The people are so polite. And it has much better food.

My CEO motions for me to sit across from him. I’ve worked for the company for a while. But I’ve never been on the plane with him.

There are several other executives on the plane. And they seem to me a little smug, and a little suspicious of my presence. I’m an outsider. I’m a newcomer. And I’m not in the inner circle.

After some small talk we take off, and my CEO tells me we will make a sharp ascent because the pilot used to fly fighter jets and he likes to get to 41,000 feet as quickly as possible.

I nod as if I already know that.

After the flight attendant brings drinks and a snack for us my CEO leans forward, looks out the window, and says, “You know, when you take this job the bullet that gets you has already been fired. The only question is how long will it take to reach you?”

I am floored. I don’t need any help breaking out in a flop sweat. And now a sniper’s going to take me out!?

Next, I hear him saying words and sentences but they’re all gauzy and muffled, like one of the parents in a Peanuts cartoon saying, “Whah, whah, whah, whah, whah, whah.”

Then he says: “And that’s why I need someone I can trust to advise me. Not just to write for me. I can get anybody to do that. I need someone to be my second brain. An extension of me. A strategic thinker AND a tactician. Someone who will tell me the truth. Someone who has my best interest in mind, AND the best interest of the company.” And then, finally, he says: “Someone who can keep that bullet from reaching me.”

Bang. This flashes into my head: “The bullet’s going to hit HIM, not me! This is AWESOME!”

So I’m relieved. But at the same time, I’m confused. He’s the CEO. And he’s worried about who is going to take HIM out?

I lean back in my seat. I flip open my laptop. And I act like what just happened is no big deal. But it is a VERY big deal. It’s so big . . . I cannot concentrate on a single thing.

Because, my fellow speechwriters, I’d finally reached my destination. I was using my words as a force for good. And I was becoming a trusted advisor.

Before I go on I’d like to say something that is very hard for me to admit. Back on that corporate jet, staring into my laptop, there was a very big part of me that does not believe I belonged in such rare air. In fact, I feel it right now.

There is a voice inside of me—sometimes very loud and persistent—that says, “Who do you think you are to give advice? What makes you think what you have to say is important to anyone? You’re a fraud, you’ve somehow tricked these fine people into thinking that you are somebody, and one day they will all find out that you’re faking it. Then, you’ll be back in that trailer, right where you belong.”

That voice is the thing that makes me sweat with anxiety when I’m up here. That makes me short of breath. That makes my voice quiver with fear. That makes me almost quit—every single time—when I’m writing a play or a book or a speech.

You see, despite the facts—I am a communications executive at a 67 billion dollar company; I have written for and advised dozens of CEOs and hundreds more senior executives at Fortune 100 companies; I am a member of the Paley Media Council, the Professional Speechwriter’s Association, and the Dramatist’s Guild; I have written several books and had more than 25 productions of my plays; I have spoken at Dartmouth and Columbia and other universities; I have a degree from a fine university, where I also played football and baseball, and was even the lead singer in a band—I can be insecure and wonder why CEOs let me write speeches for them or consider me to be their trusted advisor.

In my mind, CEOs are different than me—by CEO I mean anyone who is in charge of an entire organization where they are the sole, accountable individual.

In my mind, CEOs grow up wealthy, with big houses, new cars, country club memberships, private schools, and European vacations. They go to Harvard and Yale and have MBAs and degrees in economics. They know what fork to use. They know what to wear for different occasions. They drink wine, not beer. They say EYE-ther and NEY-ther instead of EE-ther and NEE-ther. And they live UPSTAIRS at Downton Abbey, not downstairs.

In reality, CEOs are HUMANS just like anyone else. They have many of the same insecurities and voices in their heads. They might not admit it in public, but in private—in moments I’ve had with so many of them in board rooms, in green rooms, and on those company jets—they share many of the same things I’m saying here.

And I know it’s not just my experience.

I was reading the Harvard Business Review the other day and I saw an article called, What CEOs Are Afraid Of. It was by a consultant in the UK named Roger Jones, who had surveyed and interviewed 116 CEOs. In the article, Jones states, “Deep-seated fears — of looking ridiculous, losing social status, speaking up, and much, much more — saddle children in the middle school lunchroom, adults on the therapist’s couch, and even, my research has found, executives in the C-Suite. While few executives talk about them, deep and uncontrolled private fears can spur defensive behaviors that undermine how they and their colleagues set and execute company strategy.”

While I feel bad for these CEOs, this was a confirmation of what I’ve been experiencing with CEOs throughout my career.

What’s more, what Jones found about executives’ fears and their impact in the boardroom was revealing, and in some cases astonishing. For instance, the biggest fear among CEOs was being found to be incompetent, also known as the “imposter syndrome.” This fear diminishes their confidence and undermines relationships with other executives. Their other most common fears, in descending order, are underachieving, which can sometimes make them take bad risks to overcompensate; appearing too vulnerable; being politically attacked by colleagues, which causes them to be mistrustful and overcautious; and appearing foolish, which limits their ability to speak up or have honest conversations. About 60 percent said those first three fears affected behaviors on their executive team, although 95 percent said that executive team members had a very limited view of their own fears. About two-thirds believed they had “some” self-awareness.

The five top fears resulted in these dysfunctional behaviors: a lack of honest conversations, too much political game playing, silo thinking, lack of ownership and follow-through, and tolerating bad behaviors.

When they were asked to think about the fallout from those dysfunctional behaviors, the executives mentioned more than 500 consequences. Those mentioned most frequently were poor decision-making, focusing on survival rather than growth, inducing bad behavior at the next level down, and failing to act unless there’s a crisis.

Makes you wonder why anyone in their right mind would want the job, right? Or why anyone in their right mind would want to be their trusted advisor!

But it’s not all fear and loathing in the corner office. CEOs also get to see people grow and reach their potential. They get to see teams come together and accomplish great things. They get to influence their customers’ success. They get to go to their employees’ most important family events. They get to watch their teams let their hair down, and begin to trust each other. They get to feel the satisfaction when the company reaches a milestone. Most importantly, they get to help build something in this life that might just change the world.

Still, given all of the fears and insecurities that CEOs have to deal with, is it any wonder they need someone they can trust?

That’s why people like us are so important to them. Because we provide far more than JUST Words.

Let’s go back in time again. I’m about 17 years old. Getting ready to go to college.

Remember the two knuckleheads who taught me the seven dirty words? They’re not going anywhere, and they’re getting in even worse trouble. As my “trusted advisors” they’ve been replaced by my Uncle George. A man who, despite growing up with even less than I had, despite having no education to speak of, despite being in and out of juvenile detention homes, becomes a very successful business executive. Not a CEO, but pretty close.

One day he visits us and gives me some advice about working, and about life, that has served me well in working with CEOs. Instead of seven dirty words, he gives me seven things I need to be. If you’re looking for the best advice I can give on how to be a trusted advisor, this is it.

Number one, be versatile. Or as my Uncle George said, “Be ready for anything.”

Think about all of the people CEOs encounter in the course of their work: Employees, customers, shareholders, the media, the investment community, partners, foreign and domestic governments, NGOs, community groups, activists, and competitors.

Whoever they are dealing with, CEOs know that everyone wants something from them. They want funding for their project. They want to be hired. They want to be promoted. They want a deal. They want a greater return on their investment. They want a story. They want to call themselves strategic partners. They want tax revenue. They want regulations. They want donations and volunteers. They want to use your name—on books, in articles, videos, speeches, on buildings, in parks, on legislation, you name it.

Everyone wants a piece of the CEO. They WANT, they WANT, they WANT.

So to be a trusted advisor, YOU have to play many roles. Besides writing speeches, op-eds, briefs, videos, letters and more, at any given time you are a lawyer, diplomat, bodyguard, confidante, salesperson, psychologist, nurse, lobbyist, researcher, media expert, spokesperson, and strategist.

And you are the only person who isn’t trying to get something from your CEO.

So to be a trusted advisor, you need to be versatile. And ready for anything.

Number two, be humble. Or as Uncle George said, “Lose the ego, Bub.”

Today on the train ride down here I wrote a letter to a Boy Scout, and a brief for an economic summit in Europe. Next week I may stay in a five-star hotel, and then shine my CEO’s shoes. And that’s just fine with me.

At one company I worked for the chief marketing officer blatantly used the company to promote himself and his career. He gave speeches everywhere. Wrote a book, well, HE didn’t write it. This guy made horrible marketing deals that cost MILLIONS of dollars the company could not afford. He made deals that got him on network television with Donald Trump. And he loved to get his picture taken with porn stars. And through it all, he somehow convinced this very smart CEO that it was all for the good of the company.

This, as you might expect, did not end well. Because let me tell you something—the last thing a CEO needs is someone who wants the limelight more than they do.

So to be a trusted advisor, you need to be humble. And lose the ego, Bub.

Number three, be flexible. Or as Uncle George said, “Be willing to do what others won’t . . . or can’t.”

About 15 years ago I worked for the CEO of a major technology company. One day I was told to drop whatever I was doing and handle a crisis. This kind of thing happens all the time. But in this case, the crisis was all day, every day, for nine months. Of course I couldn’t drop everything else to solely deal with this crisis. But it certainly became my priority.

I can’t give too many details. But here’s what happened: A disgruntled genius and former chief information officer of a major utility was using my company’s information systems and technology to essentially hold the utility hostage. Unless his demands were met, he said he would initiate phony work orders on the utility’s nuclear facilities and cause meltdowns in major metropolitan areas.

It’s like a James Bond movie, right?

Since this guy designed the entire IT structure of the utility he knew how to make good on his threat. And from time to time he would prove it. Then stop short of actually going through with it.

Every day I had to talk with the FBI. With the Nuclear Regulatory Commission. With my general counsel. And of course, every day I had to brief my CEO. I also had to go to secret meetings with the utility company’s CEO, and HER trusted advisor, who in this case, was her general counsel. This is while beefy security guys stood by the door wearing sunglasses and talking into their wrists. It was a bit unnerving. But it was part of the job.

So . . . to be a trusted advisor, you need to be very flexible. And be willing to do what others won’t, or can’t.

Number four, be curious. Or as Uncle George said, “Ask questions. Poke your nose where it doesn’t belong. Keep learning.”

For example, a few years ago I wrote a book for a CEO who invented, among other things, motorized wheelchairs, motorized lifts and ramps on buses and vans, and hand controls for driving. He had a very successful company—out in the middle of a cornfield in Indiana—that he created out of necessity. At the age of six he was told he wouldn’t live to be 13 due to Muscular Dystrophy. This was back in the 1950s. If you couldn’t walk you were hidden away. Kept out of sight due to some kind of misplaced shame.

To make a long story short, he created an entire industry because he refused to hidden away. He didn’t live to be 13. He lived to be 74. And had several grandchildren. Today, thousands, if not millions, of disabled men and women have the freedom of mobility because of him. And because of his work with wounded warriors, military jets fly over his house and wave their wings at him in respect.

I wouldn’t have known any of that if I hadn’t spent a summer living on his alpaca ranch in Indiana, over his barn full of mating alpacas, digging into this man’s history, and having some very uncomfortable personal conversations—at least they were uncomfortable for me.

So to be a trusted advisor, you need to be curious. And poke your nose where it doesn’t belong.

Number five, be strategic. Or as Uncle George said, “Think about how everything affects everything else.”

At one point in my career I was working for a huge and well-known company that was trying to make a comeback from a corporate near-death experience. Among its many challenges, the company’s culture was badly in need of an overhaul. In particular, its salesforce was set in its ways and being outsold by far lesser companies. My CEO asked me to put on my thinking cap and figure out what I could do to address this situation. No speech would do. No email. No video.

So I created a brainstorming event that brought the company’s top 500 salespeople in from all over the world for three days. I made them take off their shoes. Draw with crayons. Play with blocks. Eat granola bars. You name it. I even banned white shirts, and ties. And these were people with billion-dollar quotas so pulling them out of the field was a HUGE deal.

To get backing for it I pitched the CEO and her senior leadership team. About 10 people. All middle-aged men. When I was done with my pitch the CEO asked her senior leaders what they thought. She was non-committal. Didn’t give them any indication of what she thought. To a person, they openly said how stupid the idea was, how it was doomed to fail, and how I had wasted their time. I was as nervous as a long-tailed cat in a room full of rocking chairs.

After a silence that seemed to last forever, my CEO said, “Well, I think it might work. We need open minds and new thinking. Especially in this room. And this doesn’t just change the way we sell. It affects everything we do—from research and development, to customer insights, to manufacturing . . . everything.”

One by one every executive in the room then quickly said, “You know I think you’re right! It just might work!” Inside my head I used most of the seven dirty words. But on the outside, I smiled, said thank you very much, and then got the hell out of Dodge.

So . . . to be a trusted advisor, you need to be strategic.

Number six, be thorough. Or as Uncle George said, “Pay attention to the little things. Leave no stone unturned.”

At one company my CEO told me to think about what we could do to combat a very influential and vocal critic of our business. This critic was a best-selling author, Harvard professor, and very well-known public speaker. We at least needed to get him to stop bashing us so much in the press, in his books, in speeches, and in his classes. Everywhere he had a platform. Our hope was to educate him enough about our business so he could be neutralized.

I researched everything about him. Read all his books and articles. Watched his speeches. Pored over everything he said in the press. I even figured out who was influencing HIM, and started courting THEM. I sent emails. I called. I visited. I got him together with my CEO for private briefings. I brought him to a product launch. I even brought him to my company to speak to our employees, most of whom DESPISED him for what he had been saying.

It turned out that he was criticizing our business based on information that was at least three years old. And that one of the people who was influencing him was a former executive at my company who had an axe to grind.

Somewhere along the line, someone hadn’t been thorough enough to bring this guy along in his understanding.

It took about a year and a half. And ultimately, this very influential critic became a very influential advocate.

So . . . to be a trusted advisor, you need to be thorough. You need to leave no stone unturned.

Number seven, be trustworthy. Or as Uncle George said, “Live a life that is WORTHY of trust.”

Being a trusted advisor is not something you declare. It is not an entitlement given to you because of your title, or because of your seniority. It is something you EARN. And it is something you can lose in an instant.

Case in point: I was working for one of the world’s foremost experts on traumatic brain injuries. A doctor at a prestigious university who had been hired by all the major sports leagues to figure out how to reduce concussions among their athletes.

I have him speaking at conferences. Writing articles. Doing media. Things are going great.

One day he shows me a photo of a mouse in his lab who is wearing a tiny football helmet. The doctor says he has a device that whacks the mouse on the head and causes varying levels of brain injury. Then the doctor measures it. Contrasts the results with the thickness and design and material used in the little football helmet. Produces reports. Advises the leagues and manufacturers.

Sounds horrible and intriguing at the same time, doesn’t it? Causing little mouse concussions? In my journalistic zeal I pounce on the story. I tell it to a MAJOR newspaper and I give them the photo. They immediately run it, and the photo. It gets picked up all over North America. Success, right?

Wrong. For a few days that brilliant doctor became the laughing stock of his profession. Because it turned out the photo was a joke. Yes, they do experiments on mice. But no, of course they don’t have tiny little helmets.

The doctor let me have it. He didn’t give me a concussion, but he used most of the seven dirty words.

You might say, how was I to know? He didn’t tell me it was a joke. But I should have known. As his trusted advisor, I should have been versatile, and humble, and flexible, and curious, and strategic, and thorough. All of the things I’ve been talking about to be worthy of his trust. But I wasn’t, and I let him down.

So . . . to be a trusted advisor, you need to be trust—WORTHY.

In closing, let me say this: When I was growing up in that trailer, whenever I heard a plane flying overhead I would burst out the door and chase it. I would wave at it. And shout at it. And run until the plane was out of sight. I honestly thought I could catch one of those planes. You see, I thought if they could see me, if they could understand what I was going through, they would land just over the hill and take me away from that place.

Well, I finally caught one of those planes. And I realize that I am a lucky man. Because in that time, flying with all of those CEOs, I’ve come to realize something that is very important in my role as a trusted advisor: I AM THE PEOPLE I’VE BEEN FLYING OVER. That, my fellow speechwriters, is my most important insight and most valuable asset. And it is yours as well.

It is people like us who help CEOs who never knew, or have long forgotten, what it is like to be down on the ground instead of high in the air.

Thank you very much.

Same Same … But Different

SameA recent discussion in the National Speaker’s Association Facebook Group addresses the problem of the lack of originality in many speeches. The discussion was prompted by a LinkedIn article by Richard A. Moran which highlights the repetitive use of the same case studies by speakers at business events. The author requests:

Let’s broaden the conversation and stop talking about the same companies – usually Apple, Zappos and Southwest Airlines.

Instead of the same old stuff he wants:

…to be motivated, not sorry I don’t work somewhere else. I want to know how I can improve, not how a brilliant leader did it a few years ago somewhere else. And, I want genuine advice that might include some practical tips about how to be better and what pitfalls to avoid.

Professional speakers and speechwriters are in total agreement. Their comments show they understand the importance of delivering content that is unique, different, and ensures their message will be heard above the noise. (Since the NSA Group is a closed one, the names of the contributors have been removed.)

  1. The problem is a global one – same old stories, same old case studies, same old messages. We need to use our own stories, our own research, and if we must talk about companies, use current news stories.
  2. It’s best to tell stories from our own experience. It’s what I do in my own talks and it’s what I encourage executives to do when I’m helping them with their speeches. Not only are those stories going to be original, the speaker is going to be more connected to them.
  3. Speakers must bring us a very different idea or way of doing something we’ve not heard before. I can honestly say few exist per my life’s experience. The same ingredients in a food processor still yield pretty much the same outcome–no matter what order you add them. Real Thought Leaders make us think long after the book, podcast or event. I believe great speeches have a beginning, a middle and a definitive end. I also know there are three presentations happening simultaneously: the one you planned, the one you executed and (most importantly) the one they take away. Our own stories and the lessons we share keep our content fresh and unique, as long as we continue to study how to connect the dots in a way the audience most relates to.
  4. As a speech writer for others, I want to take their experiences and create a speech based on them, not on what can be found in college business textbooks. Not all case studies are as they seem.
  5. We live in an age where everything changes quickly — we have so many examples to share.

Why corporate storytelling sucks

Andrew HillA provocative article by Andrew Hill in Tuesday’s FT skewers the current focus on storytelling in executive communications blogs (like mine!).

Hill notes that companies like Microsoft and SAP have people on staff with the title “chief storyteller”. He dismisses the interview that Steve Clayton conducted as a walkabout with Microsoft CEO Satya Nadella as “anodyne”.

Moving on, he highlights the danger that corporations will construct unrealistic myths with a “a coherent plot…no implausible twists, or awkward gaps” to tell the story of their success which leaders then become trapped in. The risk is, he claims, that corporate storytellers start to believe their own stories.

I’d argue that while there’s some truth in Hill’s admonitions, he over-eggs the omelet in criticizing the desire of communications professionals to tell stories. To achieve even a modicum of success in this endeavor is something to applaud. As welcome relief from the endless march of PowerPoint slides displayed in meeting rooms worldwide, a real story is a rare treat.

The Heart of Storytelling

In fact, I’ve noted that a previous Microsoft storyteller, Justina Chen, has described in detail the messy, complex and conflictual nature of telling the story of the Xbox team who had to deal with games consoles catching fire and other challenges on the road to success. Chen, a successful author who knows what captures the imagination, recognizes the power of overcoming adversity in telling a good yarn:

Don’t be afraid of discussing failures, the crucible moments in the company history is where we see character emerge. Speechwriters can research the times the company has failed and show the lessons, the backbone, and the spine of the organization…

Of course, no company is going to write the corporate equivalent of a Bleak House, or a Gormenghast. When our daily bread is at risk we prefer tales of success to dystopian failure.

Propaganda

WWI PosterIndeed, I believe Hill’s critique is more appropriate if broadened to encompass the similarities between modern corporations and authoritarian regimes or even Fascist states. There’s the common themes of veneration of the organization over the individual, devotion to a strong leader, perpetual competitive engagement as a key motivator of “the troops”, and a fevered dedication to territorial (or market-share) expansion. Propaganda is employed as a tool of conformism and control.

Hill’s critique of “happy ending” storytelling is a really critique of corporate propaganda. Many specific propaganda techniques are deployed by corporate PR and communications professionals: the tireless repetition of an idea, appeal to fear uncertainty and doubt, jumping on the bandwagon, inevitable victory, black and white choices, the cult of personality, demonizing the competition…and so on.

Transmedia

Hill acknowledges the positive origins of corporate storytelling in the work of Stephen Denning. He also references John Hagel of Deloitte’s Center for the Edge (where U2’s guitarist hangs out?) who has suggested:

…it may be healthier to think of business stories as open-ended narratives in which everyone participates, rather than finite tales told by a single raconteur to a passive audience. But he points out that “narratives cannot be crafted by PR departments [and] existing institutional leaders are generally poorly equipped to take on this opportunity”.

When highlighting the importance of context and narrative, Hagel points to the democratization of the means of production of stories:

Digital technology provides all of us the ability to define and communicate narratives in rich and textured ways. Video and audio tools and platforms supplement conventional text-based forms of communication, and put them in the hands of everyone. Of course, the democratization of communication poses its own challenges. While it helps us to frame and communicate our own personal and institutional narratives, it makes it more challenging to frame social narratives that can unite rather than fragment us as we seek to learn faster by working together.

This is supported by my own experience at companies like Cisco where an internal YouTube-like service allows all employees to tell stories. This “show and share” initiative opens the floodgates to immersive storytelling and transmedia where not only the Führer, or CEO, is the focus of the story.

Authenticity

At the end of the day, Hill admits, it is a question of the authenticity of business leaders’ communications, which face innumerable barriers. With Dilbert filling George Orwell’s role in satirizing authoritarian empty suits, the time for “writing with courage and character and grit” is now. But that’s the focus of the column to the right of Andrew Hill’s on p.8 of the March 18 FT.

8 Presenter Principles To Master: A Guest Posting by Jeff Hurt

Eight_ballJeff Hurt is the Executive Vice President, Education and Engagement, at Velvet Chainsaw Consulting. In 2012, he was recognized as the PCMA 2011 Educator of the Year. Jeff has worked in leadership roles with five associations, five government organizations and several companies in the education, events and meetings departments, including Meetings Professionals International and Promotional Products Association International, one of the top 50 shows in the industry.

This article was first published in his Midcourse Corrections blog and appears here with his express permission.

Just Because You Speak Does Not Mean Your Audience Learns: Eight Presenter Principles To Master

By Jeff Hurt

Most speakers are really good at talking!

But talking to your audience does not mean that your audience is learning.

Our Brains Have Limits

As speakers, we have assumed that talking to an audience results in their learning. We think that their minds are like sponges absorbing what we are saying.

But just hearing information does not equal learning it. You know that from talking to your kids and spouse. Just because you spoke it doesn’t mean they heard it or did it. Plus, if just listening leads to learning, we would play recordings while we slept and say we learned it.

Our brains have a limit to the amount of information it can hold in short term memory. We can hold about three to seven pieces of information for 30 seconds. We have to repeat it or give attention to it to move it to working memory. (Dr. Terry Doyle, 2011; Dr. John Medina, 2008; Dr. James E. Zull, 2002)

So the more a speaker talks, the less the listener actually retains. If you want your audience to learn your info, you have to speak less and get the audience to think and talk more about your content.

Your Speech Or Their Learning?

So, as a presenter, which is more important: your speech or your audience’s learning?

If you said your speech, then you don’t need an audience! You can talk to yourself in an empty room.

If you said the audience’s learning, then you really care about their ROI. You know you need to design your presentation so that the audience has time to think about what you’re saying, digest it, reflect on it and consider applying it. That can’t happen while they are listening to you.

It’s time for all speakers to shift the focus from their talk to the audience’s learning!

Eight Adult Learning Principles

Here are eight adult learning principles grounded in neuroscience and andragogy, the study of how adults learn, that can help guide your presentation.

1. Principle of Active Learning

Active participation through discussion, feedback and activities creates more learning than passive listening or reading. As a presenter, focus on critical content needed to succeed and allow the participants to discuss that content with each other.

2. Principle of Problem-Centric

Adults come to your presentation expecting to get their problems solved. They are not there just to get more information. If your presentation does not help them solve their pressing issues, it will be forgotten. Adults are problem-centric, not content-centric.

3. Principle of Previous Experience

New information has to be linked to previous knowledge and experience or it will not be remembered. Allow participants time to discuss with each other how the new information connects with what they already know.

4. Principle of Relevance

If the information being presented is not relevant to the listener’s life and work, it will not get their attention. As a speaker, your content must have meaning and immediate relevance. Explain why your presentation is important and how it relates to their work.

5. Principle of Emotional Connection

Presentations that connect with a learner’s emotions are more likely to be remembered, recalled and learned. Fear is not a good motivating factor for learning as it causes the brain to react in a fight or flight syndrome. Share stories that emotionally connect.

6. Principle of Self Learning

Adult learners have some strong beliefs about how they learn. These beliefs, whether accurate or not, can interfere or enhance their learning. As a speaker, always explain why the audience should participate in specific activity and how the process and content benefits their learning.

7. Principle of Alignment

Adults expect that a presenter’s content, learning outcomes and activities are aligned together. If the learning outcomes do not match the content, the learner feels disconnected and learning is hampered.

8. Principle of Fun

Learning should be fun! As a presenter, if you are not having fun presenting your information and facilitating learning, then you should stop. By all means, make learning fun, enjoyable and filled with laughter!

Which of these principles resonate with your personal experiences? What additional principles would you add to the list?

Neuroscientists and Education Researcher Sources: Dr. Ruth Colvin Clark, Dr. Terry Doyle, Erica J. Keeps, Dr. D. A. Kolb, Dr. John Medina, Dr. David Rock, Dr. Harold Stolovitch and Dr. James E. Zull.

The Power of Storytelling: 10 Tips and Tricks from Professional Speakers

StorytellingHere’s an interesting series of comments and informative views that were posted recently to the National Speakers Association (NSA) Facebook Page when a speaker asked “Do you think stories are overrated in presentations and audiences are starting to see through them as manipulation tactics…?” The responses clearly show why professional speakers use stories in their speeches. The comments are filled with useful tips and tricks on the most effective ways to use stories in a speech. The names of the contributors have been removed.

  1. I would say a story is to help connect with the audience…to help them relate to the message…but it would depend on the message and how the story is presented.
  2. It’s like the whole salt metaphor. Any element of a speech if used too much can ultimately spoil a dish, but when used right it actually brings out the best favors of the other elements. I know that’s an overused metaphor, but I think we sometimes focus too much on one element of speaking. Stories… PowerPoint… Hand gestures…. Humor… Music… Etc rather than thinking about how all the ingredients play together and for what purpose.
  3. Stories are the cornerstone to creating a memorable message long after the presentation is over. Presentation is key – if your audience can “feel” your story, you have succeeded.
  4. I think that a speaker who does not use stories will more than likely lose the interest of their audience. Stories done properly are powerful tools. Just look at how much of the Bible is based on stories being told and it is still selling well.
  5. Two things are key: Relevance: Is the story relevant to the present time, historically. Make modifications to make it relevant. Relationship: What is the speaker’s relationship to the story. If there is no meaningful reason to choose to tell a certain story, don’t tell it.
  6. To me the key is authenticity! If it is yours, and it is true and it makes a point integral to the learning experience of the audience then stories can be powerful! Tell someone else’s story as if it is your own … you are asking for trouble!
  7. Stories are the fingerprint to your platform. I can think of no other single element that differentiates you from others. For me, the ability to connect and be authentic is directly attributable to my ability to be conversational through sharing my story. Without stories, I think we run the risk of being viewed as a talking head – full of facts, figures and other researched data. Stories personalize the message. I have always been of the mind that the audience wants conversation. Stories are what most conversations are all about. I don’t believe they are overrated at all. I suppose if they were, TED talks would not be so popular. I do, however, believe the audience can tell the difference between a well-delivered story by a trained professional – versus a poorly delivered story trying to be disguised as something relevant.
  8. One it the founders of NSA often told me it is easier to change audiences than to change speeches. He was one of the best platform speakers I have ever known and he had but one speech. It was all original material and he did it so well the people would come to hear him time and again just because of his manner and the info given. My suggestion is that when you create something, just do two things. First put the time into being as professional as possible and then don’t get tired of your material because you have heard it before. Remember, we are there not to please ourselves, although if we do it right we will, but rather to add value to the lives of those we touch. Second, remember that to a new audience the information you are sharing is the first time they have heard it from you and no matter the number times you have given it, don’t let them down by failing to deliver it with the excitement you gave the first audience that heard it.
  9. The audience connects more with stories than with facts and figures. Tying the two together to create an actionable takeaway makes the tales worthwhile.
  10. People love stories… if you’re a good story teller. If you’re not a good story teller, then it seems like you went off on a tangent and just talking about yourself. When speakers are also great story tellers it enhances the speech. However, there is a type of story that is overdone and that is the “personal struggle to triumph” story. Seems like every speaker wants to start off with this “I was in a horrible situation and got out of it and need to speak now to tell you all about it” approach. Most of these situations aren’t relevant to the audience, and might even seem that bad (i.e. “I was living in a studio apartment…” Yeah, we all did at one point … but I’m here to learn XYZ). Whenever I tell a story or make an analogy I try to tie it in as closly as possible to the point I’m making so people stay with me and it makes sense.

photo credit: digitalrob70 via photopin cc

10 Tips for Becoming a More Effective Corporate Storyteller

Fast Company LogoDavid Lavenda’s August 8 “Leadership Now” column in Fast Company online lists 10 Storytelling Tips from Israeli-based Susan Fisher.

Fisher acknowledges the fear some executives have about telling stories since they might be seen as manipulative and emotional. These are presenters who like to stick to facts. However, she points out:

…the truth is that real emotions always work better, because that is the way to reach hearts and minds, and also people get to see the real you. It’s authentic.

Here’s her 10 tips for becoming an authentic and effective storyteller–with my comments in parens:

  1. Plan your story starting with the takeaway message. Think about what’s important to the audience. The ending is the most important point of the story. This is the message we want to deliver, and the one that will linger with the audience. (This implies that you also understand what voice coach Kate Peters calls the power of intention.)
  2. Keep your stories short for the workplace. Three to five minutes long is about what people can digest in today’s ADD world. (That said, anyone with a young child knows that a good story can hold the attention of an audience like nothing else.)
  3. Good stories are about challenge or conflict. Without these elements, stories aren’t very interesting. The compelling part of a story is how people deal with conflict–-so start with the people and the conflict. (I’ve read too many case studies in the technology industry where there is no conflict. This despite customers having to choose between multiple solutions and needing to solve real problems. These are the issues that should be highlighted, but are often ignored.)
  4. Think about your story like a movie. Imagine you are screenwriter with a goal to get your message across. The story has to have a beginning, middle, and end. (And as all screenwriters know, it’s important to have an inciting incident early in the story. This marks the turning point. In this moment, you answer two questions: What do your characters want? What might prevent them from getting it?)
  5. Start with a person and his challenge, and intensify human interest by adding descriptions of time, place, and people with their emotions. (As world-class public speaking coach Patricia Fripp often says, one the secrets of successful storytelling is to use specific descriptions: specificity builds credibility.)
  6. Be creative. Create a storyboard; draw it out, while listening to music or reading something for inspiration. A good story always has ups and downs, so “arc” the story. Pull people along, and introduce tension, just like in a fairy tale. (“From out of nowhere, the wolf jumps onto the path …”) (Fiction writer and corporate storyteller Justina Chen urges us to lean into the messy, creative process that storytelling involves.)
  7. Intensify the story with vivid language and intonation. Tap into people’s emotions with language. Use metaphors, idioms, and parables that have emotional associations. (Note: For more on this, see Leo Widrich’s article entitled, “Which Words Matter Most When You Talk” and studies on intonation performed by Ingrid Johnsrude at Cambridge University). (The Widrich article touches on the ways the brain processes language. For a more complete discussion of the importance of Wernicke’s and Broca’s areas of the brain and the importance of action verbs in speech, see Secret Formulas of the Wizard of Ads by Roy H. Williams.)
  8. When using a story in a PowerPoint presentation, use appropriate graphics/pictures to convey your message. Stay away from text and complicated graphics. A single picture interlaced with emotional language will go a long way to convey your message. (As explained in the books of Garr Reynolds and Nancy Duarte.)
  9. Most of us have not told stories in front of an audience since English class in high school. So you will need to practice. Tell your story in front of a friendly audience and get feedback. Gauge your pace, and take note of the story’s length and your use of language. It will be a bit rusty at first, but underneath it all, we are all born storytellers. (Don’t just ask the audience what they thought of your story, ask them what they wanted to hear more about, and what could be cut.)
  10. The most important point is to make the switch within; because once you internalize that today’s “left-brain” communication style doesn’t work very well and you realize that stories are how people really communicate, you will find it a lot easier to proceed…because it’s authentic. And that is what really persuades. (Indeed. The specific techniques of persuasive storytelling have been known in detail since the time of Aristotle and Cicero. Today’s savvy politicians use every trick in the book with stunning results.)

Meeting Report: Nancy Duarte discusses presentation excellence with Silicon Valley Speechwriters

Nancy Duarte was the guest speaker at Monday’s meeting of the Silicon Valley Speechwriters Roundtable. Duarte is the well-known author of slide:ology and Resonate and the founder and CEO of Duarte, Inc.

Slideology Nancy acknowledged the important role writing her books has had on the growth of her business. A few years ago, while searching for presentation blogs, she came across Garr Reynolds Presentation Zen blog. Garr encouraged her to write a book that covered “everything he left on the table” with his own draft of Presentation Zen. The result was slide:ology. She is grateful that Garr encouraged her to write her first book, since it was instrumental in helping refocus her agency on presentation-specific work.

Garr and Nancy are still good friends and she hosted him at a recent lunchtime talk about presentations at the Silicon Valley headquarters of her company.

Resonate Nancy’s second book, Resonate, was in many ways the prequel to her first. She acknowledges that writing slide:ology made the phone ring for slides, while Resonate made the phone ring for content. She sees a trend with some of her clients where she is being asked to help develop creative content and conversations that don’t need slides. She sometimes arms clients with graphics they can draw on a whiteboard while presenting.

How to work with clients

The concepts in Resonate are one model among many her company uses. When they engage with clients they first host an interactive discovery workshop. They probe for the “one big idea” that the client wishes to communicate. This can be a painful process for some clients, who might not have given their big idea any thought and might, in fact, discover they lack the focus they need to have before they present. The next step for the Duarte team is to break down and rebuild the clients’ idea, wrap it in a story and concepts and then re-propose back to the client what they think they should say. At this stage they use slide maps which match the stages of the presentation to the best supporting images, data or pictures. Once this is approved, the presentation is story-boarded.

Nancy’s advice for speechwriters who have “difficult” clients–who are not be fully invested in the need to prepare for a presentation–is to pick a high stakes presentation to request complete client involvement. Avoid getting caught up in small skirmishes. The higher the stakes, the more involvement an executive should see they need to have. That is the time to pitch the ideas on why it needs to be done right. Speechwriters need to understand most clients are not masters of the spoken word. We are the experts in storytelling who live and breathe this world. It’s advisable to give clients time to acclimate to our ways of thinking.

Sparklines

A Sparkline is an analysis tool Nancy introduced in Resonate that represents a presentation. She jokes that, no, Martin Luther King did not use a Sparkline to plan his “I Have a Dream” speech since she was only two-years old at the time! Indeed, a Sparkline is not something to use in preparing a speech, but in analyzing why a successful speech works.

“If you were to align on the left everything that is what is, and align on the right everything what could be, and you’ve crafted it and you know it’s right, it ends up following the form on its own. It’s a pattern that is persuasive.”

TED Talk

she gives some compelling examples OF Sparklines in her TED talk that has been seen over a million people:

Such eloquence does not come easily. Nancy mentioned that she put over 30 hours rehearsal time into her 18-minute TED talk. The TED format forces people to be concise and has, she believes, changed the presentation industry. It’s the new gold standard and audiences now know what a good presentation looks like. Audiences have low tolerance for lack of presentation and TED has played a part in that.

Among the women speakers Nancy admires are:

What’s Next?

Nancy revealed she has a new book coming in October. She also plans to release a free multimedia version of Resonate. Her team are also developing tools that allow audiences will tap into a second screen for detailed information on a presentation.

If you are interested in attending future virtual meetings of the Silicon Valley Speechwriters Roundtable, open to anyone, regardless of location, please sign up on our Meetup page and you’ll be notified.