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Effective Leadership During Difficult Times

Posted by AIIP 
· Tuesday, June 16th, 2020 at 08:00 AM 

By Rhonda L. Bowen

After the cancellation of the AIIP 2020 conference, Elizabeth Suarez, the designated keynote speaker, presented a webinar called Effective Leadership during Difficult Times.

She began the session by asking participants:

“What keeps you up at night?”

“What is the one thing that could help you stop this worry?”

“What can we do with everything?”

Elizabeth focused on two topics: leadership and to how to pivot an offering. She began with the second point, pivoting an offering.

Three basic factors are compelling business owners to pivot: life changes, uncertainties, and the need to pivot. To do so, Elizabeth said it was important to create a strategic plan to show leadership and get back to the basics. To formulate a plan, it’s essential to establish structure, understand the needs of those you work with, and have transparent conversations.

The goals we made for 2020 may not seem relevant in the age of a pandemic. Many people are experiencing a level of frustration and uncertainty, which leads to questions such as, “Will clients be economically viable in the future and able to pay for my services?”

After asking the participants to share one word to describe their feelings, Elizabeth explained that the current situation can be compared with the stages of grief. Acknowledging and recording feelings in order to express them is critical for leadership, starting with defining reality, ending with saying thank you, and – in between – being a servant leader.

Elizabeth discussed and illustrated six steps for showing leadership: 

  1. Say what you know
  2. Acknowledge that you don’t have all the answers
  3. Outline your plan
  4. Outline what is needed
  5. Acknowledge things will change
  6. Establish regular updates and checklists

It’s important to engage others to carry out these six steps. Recognizing strengths, and also getting help in improving skills that are not as strong, can be done best with input from others.

Making a plan can be done easily by going back to basics. Plans written now need to be able to be changed quickly and cover the right content. She recommended the field reporter approach, which consists of gathering information, assembling it, and sharing it with the target market. Understanding what clients need and developing an impactful plan based on the information received can be accomplished by going down a path based on the five “W” and one “H” questions. She mentioned these questions:

  • Why do we care to help our clients?
  • What do we want to provide to help our clients?
  • What’s the difference between needs and wants?
  • Who should be our ideal client?
  • When is the right time to introduce a new offering?
  • How will this pivoted service be offered?

Using the answers to these questions with the WEAVE approach – write, edit, assess, vet, and engage – forms the basis of a powerful and effective plan. It’s also important to remember that business owners should continue networking, stay in servant mode, and keep themselves relevant and top of mind with others.

Elizabeth’s webinar was very informative and easy to follow for the more than 50 AIIP members who attended. It was an interesting exercise to see how easily thinking through various these points could be when people may be experiencing difficulties with finding new ways to work in these changing times.

Rhonda L. Bowen has been a communication guide in her own business, bells, since 1988. Having worked with people from more than 70 countries, she provides services for BEST (business, engineering, science, technology) professionals to improve their communication across cultures.

Categories : Leadership, Working with clients
Tags : AIIP 2020, change, clients

COVID-19 and the Information Entrepreneur

Posted by AIIP 
· Tuesday, June 2nd, 2020 at 09:30 AM 

By Connie Clem, Clem Information Strategies

How has the COVID-19 pandemic affected AIIP members and their businesses? In a recent survey, 59 AIIP members shared what’s happening in their businesses, and several themes emerged from the results:

Theme 1:  Virtuality

As business adapts to connecting more virtually, AIIP members are already comfortable there. Some are so unfazed that we feel we’re missing out on the “downtime” other workers are experiencing.

Most (88%) said the pandemic has had no effect, or a minor effect, on their client interactions.

  • “Almost all my business and biz development were conducted by phone or email. I’ve added Zoom.”
  • “Glad I’ve worked from home for nearly 20 years, was already a Zoom expert, and am used to working with virtual teams and online clients.

Theme 2:  Responsiveness

Work feels different for many of our members:

  • “It’s harder to reach people. They are not answering email; their work phones go to voicemail; they may not even still be employed.”
  • “More social time is expected; conversations are less focused.”
  • Clients who weren’t planning for the future “are now consumed by it…I make sure they have my number.”
  • “I’ve tried to communicate more, touch base more, just be more open and forthcoming.”
  • “I will have to work harder to show value when my target market has to tighten their belts.”

Theme 3:  Adaptability

About 60% said COVID-19 has affected their business operations. A third are adjusting their products or services.

  • “I’m using the time to connect with clients, as well as thinking of new ways to provide services to them, and perhaps to a new market.”
  • “I’m working long hours, uncompensated, to generate good will and future contract extensions.”
  • “I will switch my F2F to engage with smaller groups, and will likely travel less.”
  • “I’m porting much of my workshop business to online.”
  • “I am looking into banding together with other consultants to take on bigger projects.”

Theme 4:  Contraction

Large contracts and retainer work are a source of stability for some members. Others have been earning less income.

  • About 40% have experienced lower demand; 12% have had major drops in work.
  • Almost half had specific projects postponed or canceled.
  • 61% reported a decrease in current or projected income—for 29%, a significant decrease.

Examples:

  • “My biggest client has halved my contract for this year.”
  • “I have expenses (databases, etc.) that continue, but almost no projects coming in.”
  • “I now have to rethink my entire business plan.”
  • “Uncertainty is the word that best describes my business right now.”
  • “I am examining options if clients have to reduce or eliminate any ‘outside’ contracts for the near term and possibly for the foreseeable future.”
  • “It’s harder to focus when I do get work. Busyness is okay, but strategic thinking is tough.”

Theme 5:  Positivity

In the COVID-19 era, 12% of respondents took on new projects focusing on the novel coronavirus and its implications.

In other positives:

  • “Companies will be more inclined to work with consultants online…More managers and leaders will understand the importance of good and just-in-time information.”
  •  “It has had its positives:  opportunities to reconnect with past clients; time to focus on business-building projects, organizing, and professional development; quiet space to write and create new IC.”
  • “I am in my second year of business, so I am still exploring lots of different avenues and marketing and networking all the time…There still seems to be work to pursue.”
  • “I wish that I had all the ‘free time’ that so many people are talking about to do business development, but I’m busy with existing clients that have a greater urgency for info.”
  • “It’s a good time to ‘pivot’!”

AIIP’s solo practitioners are, as always, meeting their clients where they are – with extra support, interaction, flexibility, and personal outreach in a difficult time. Recovery of our national and regional economies defies prediction. In the meantime, we are holding to our courses, assessing our opportunities, and keeping up each other’s spirits within our member community.

Note: Some comments were lightly edited for brevity. Many thanks to Mary Ellen Bates, Bates Information Services, for hosting the online survey.

Connie Clem owns Clem Information Strategies, communicating on innovations and leadership in the corrections field. She served as AIIP President in 2014-2015 and is AIIP’s current webmaster.

Categories : Independence, Working with clients
Tags : change, running an info business

AIIP – Supporting Independent Information Professionals Since 1987

Posted by AIIP 
· Tuesday, May 19th, 2020 at 12:00 PM 

By Jennifer Pflaumer

These are challenging times. COVID-19 has changed the landscape of economic and social activity globally, and it is likely that how we work and interact with others will be forever altered as a result. One thing that has remained constant for me throughout is the support that I receive from AIIP. My colleagues within AIIP are all facing the same challenges in terms of how to navigate the changing landscape of today as an independent business owner.

Many of the conference sessions that were to take place at our annual conference in Denver this year have been moved to virtual sessions, where we are able to converse with each other and discuss how the presentations relate to our new reality. Examples of upcoming sessions over the next two months include Staying Healthy in the Office, 30 Sites in 45 Minutes, and Managing Anxiety. In addition, some regional groups are transitioning their networking to virtual Zoom meetings so that more members can attend and connect to discuss shifting business plans.

Our Peer to Peer Support program continues to provide a variety of ways to connect personally with another member, offering guidance and support for navigating any professional challenges we may be facing. There are currently four types of support offered: a Kick-Starter Conversation, a Three-Month Mentoring relationship, the Accountability Buddies program, and the One-Year Mentoring relationship. The Peer to Peer Support Committee matches up members of similar business types and expertise to ensure a custom, highly valuable experience.   

I feel fortunate to have my AIIP network as the ace in my pocket for any surprises that are thrown my way. The resources that AIIP provides are invaluable to me as I continue to navigate owning and operating my own business. I encourage anyone who has either started or is thinking about starting their own business to look at our offerings to see what AIIP can provide. Join us to see how consistently AIIP has been equipping independent information professionals for ongoing business success since 1987.

Jennifer Pflaumer serves as AIIP’s 2020-2021 president. She launched her information management consultancy, Paroo, in 2009 after realizing the need for concentrated information management solutions for businesses across all industries. Her expertise includes liaising between key business groups and IT departments to manage digital assets, creating information strategies and performing systems analysis and design.

Categories : President's Message
Tags : member-to-member

AIIP Presents Several Awards to Our Valued Members

Posted by AIIP 
· Tuesday, May 5th, 2020 at 12:00 PM 

By Phyllis Smith

The AIIP Awards Committee, chaired by Arthur Weiss with Michele Bate and Tom Wolff as judges, manages the nominations and the selection of the Sue Rugge and Pam Wegmann Award winners. Our president, Judith Binder, recommended the recipient of the Marilyn M. Levine AIIP President’s Award.

In memory of the award’s first recipient, the AIIP President’s Award was renamed in 2010 as the Marilyn M. Levine AIIP President’s Award. This award is presented at the recommendation of the President to recognize a person or institution demonstrating extraordinary support of the objectives of the association.

This year we recognized the 2019-2020 Virtual Events committee, comprising co-chairs Elizabeth McLean and Kelly Berry, and members Mary Ellen Bates and Betty Nordeng.

AIIP’s Webinar Committee was transformed into the Virtual Events Committee in January 2019, in response to requests from our members for different ways to present valuable content and provide virtual networking opportunities. Since that time, Kelly, Elizabeth, Mary Ellen, and Betty have imagined, created, tested, tried, evaluated, and improved AIIP’s virtual events program with creativity and grace. Their hard work and dedication have been invaluable to making this member benefit a huge success. 

The Sue Rugge Memorial Award recalls the memory of Sue, who was widely regarded as the pioneer of the independent information industry. She was an active member of AIIP and served as president from 1988 to 1989. Beyond her principle endeavors, Sue is fondly remembered by many AIIP members as a mentor in the purest form. Sue passed away on June 12, 1999 in Oakland, California. This award is presented to a full member of AIIP who has significantly helped another member or members through formal or informal mentoring.

The 2020 winner of this year’s Sue Rugge Memorial Award is Jennifer Burke.

Deb Hunt, who nominated Jennifer, highlights how even highly experienced members benefit from the collegial approach of AIIP:

“From the moment I met Jennifer at an AIIP conference some years ago, I knew she was going to be an influence for good in AIIP and beyond … She is smart, patient and passionate about her work and helping others to do their work better … Jennifer’s combination of selflessness, fun and professionalism is rare and makes her a valuable asset to AIIP, our profession, and her colleagues.”

Jennifer represents the unique spirit of sharing expertise, experience, and knowledge to advance the independent information profession that is Sue Rugge’s legacy.

The Pam Wegmann Award recognizes a member who demonstrates extraordinary support of AIIP’s global presence. Pam, who served as an AIIP President from 2002 to 2003, was particularly interested in AIIP’s role as a global leader in the information industry.  

The 2020 winner of the Pam Wegmann Award is Marydee Ojala.

Amelia Kassel, who nominated her, remembers Marydee’s presence at every Online International-UK conference, tirelessly promoting AIIP and broadening our international membership. Amelia noted, “Marydee Ojala is and has been a stalwart supporter of AIIP for as long as I can remember, especially on the international scene.”

Marydee has been an AIIP member since 1987 and has held board positions as Secretary and Treasurer. She inspires members to follow in her footsteps and promote AIIP as they travel the world.

For more information about how AIIP recognizes contributions to the industry, to the association, and to individual members, please visit the Awards page.

Phyllis Smith serves as the Secretary of AIIP’s Board of Directors. She is a partner in ITKVector Inc. in Canada.

Categories : Association News
Tags : awards

How to Find Clients: My Strangest Referral Stories

Posted by AIIP 
· Tuesday, April 21st, 2020 at 11:00 AM 

By Kelly Schrank, Bookworm Editing Services LLC

As a new solopreneur (three months into my second year), I am still trying to figure out how to find clients. I’ve done many of the things everyone tells you to do: I let everyone know I started my business; I got a previous employer as my first biggest client; I created a website and a strong LinkedIn profile; I got referrals from people I used to work with; I’m active in professional associations and speak at conferences.

But what’s surprised me are the clients that have come out of nowhere or through such a circuitous route, it’s a wonder they found me at all. To illustrate this, I will share two of my strangest referral stories.

The first referral story initially sounds familiar – the client came to me through someone I know through a professional association. Yes, but…we’ve known each other for years and never worked together. Last year at a conference, he said, why don’t we work together on some projects, and given he has been at this much longer than I have and he is well-respected, I said, yeah, of course, let me know when you have a project where you need a medical editor. Early in the year, he sent me a couple of emails about projects that never panned out. Then he forwarded me an email from a colleague, someone I know but not as well, who was being asked to work on a project she wasn’t really interested in. She offered it to him; it wasn’t really his cup of tea, so he asked me if I was interested. It was interesting to me, so I contacted the client, and it was a good project. So, a referral, but not the type of direct referral you expect when people talk about getting referrals.

But the strangest referral story is one of my more active clients this year. His assistant emailed me to see if I was available, with no mention of how she found me or a referral, and it was during a time when there were a lot of scam emails going to freelancers. I was very wary, and I had no idea whether this person was real. When she left me a voice mail at the end of the day (after I had not responded all day), I finally emailed her back. It turned out she and he were legitimate, but when I asked how she found me, she listed a person’s name and company I had never heard of! So I looked up the person who referred her to me on LinkedIn, and I wasn’t connected to her, her name seemed only vaguely familiar, and I couldn’t find any record in my emails or the forum that we had conversed. I sent her a message thanking her for referring me, and she was equally vague about how she knew me well enough to refer me to him. I’m really enjoying this new client, but it’s crazy how he found me.

So, while it’s hard to “plan” for landing these types of clients, the one connecting thread with these two referral stories is to be active in a professional association where people like you hang out. So whether it is AIIP or another professional association, figure out where your tribe hang out and get involved. You have to be known to be referred.

Kelly Schrank has been in technical and medical communication for over 20 years. Her business, Bookworm Editing Services, has two focuses: medical editing of manuscripts, dossiers, and slides for pharmaceutical and medical clients and creating and editing policies and procedures for information technology departments.

Categories : Growing Your Business
Tags : networking, referrals

Working as an Infopreneur: A U.K. Perspective

Posted by AIIP 
· Tuesday, April 7th, 2020 at 10:00 AM 

By Penny Crossland

As I sit at my desk preparing to Skype a client with whom I was due to meet today in central London, but who cancelled due to the bizarre Covid-19 reality we are currently facing, I realize how fortunate independent workers are to be able to carry on their business regardless of what is going on outside. We have well-established home offices, with all the technology we require to make us professional and efficient, and years of practice have made us disciplined in how we manage our working hours.

After working in business research for consultancies for 17 years, I began my solo business in 2001 when my son started school, which gave me most of the day to work while avoiding the headache of finding quality childcare and paying the prohibitive costs involved.

19 years later, having combined my research practice with a number of part-time positions at companies and a university over the years, I am now back to working full-time from my home office, since I need the flexibility of self-employment to care for my elderly mother.  So, what started as a lifestyle choice has ended up as one as well.

I started my infopreneur career as a market and industry intelligence researcher, working for management and market research consultancies, before switching my service offering to open source intelligence (OSINT) and due diligence research.  This was in response to an increased interest in due diligence-related work from companies after the 2008 economic crash, which led to more stringent regulatory requirements for compliance.  Since then, I have rarely had a lull in work. Know-Your-Customer, due diligence and pre-employment background research are important areas of work required by companies involved in client onboarding or M&A work, and in London there are plenty of customers for this kind of work. This is fortunate, since the market for OSINT researchers in London is very competitive – there are numerous self-employed researchers with experience in corporate intelligence.

As many AIIP members have commented on our email discussion list, the world of a solo researcher can be lonely and there have been times when I have missed the company of colleagues and of learning from working in a team.  Over the years, to combat the feeling of isolation I have taken on part-time research positions in organisations, which have provided me with insights into current working practices and technologies, as well as into new sources, which have been valuable to my own research business. In addition, some of the positions I have had, such as in the advancement department of one of the London universities, have led to new lines of work. I now provide due diligence reports for a major museum as a result of my experience in advancement.

Continuing professional development is important for infopreneurs. Attending workshops, conferences, and webinars, such as those provided by AIIP are essential in our line of work, wherever you are based. 

However, the one thing that has made the biggest difference in the success of my business has been networking.  In addition to AIIP, I am a member of the Association of Certified Anti-Money Laundering Specialists (ACAMS) and am involved in the London Information Knowledge Exchange (LIKE) which organises CPD and social events in central London.

Above all, getting out of the office and connecting and learning from workers in similar industries is essential for every infopreneur, no matter where you’re from. It is the best way to meet new clients and grow your business.

Penny Crossland is the owner of CH Business Research Ltd, a London-based investigative research consultancy specialising in due diligence, know your customer research and open source intelligence. Her customers include corporate intelligence consultancies, investment brokers and non-profit organisations.

Categories : Independence
Tags : networking, running an info business

Moving from Freelancer to Information Consultant

Posted by AIIP 
· Tuesday, March 24th, 2020 at 12:00 PM 

by Mary Ellen Bates, Bates Information Service

One of the hardest shifts that many new independent information professionals face is changing their perspective of where their value lies and how their market sees the world. When we are surrounded by examples of the low-pay gig economy – Uber and Lyft, Fiverr and UpWork, DoorDash, and GrubHub – it’s easy to fall into the trap of thinking that the only way we can compete is to be cheap and fast. If, instead, we see ourselves as business owners, it is much easier to identify and leverage that unique something that each of us brings to our clients.

Every year or two, I pause to make sure I’m not slipping into the rut of seeing myself as freelancer and undervaluing what I am bringing to the market. Some of the questions I ask myself are:

  • Do my clients see me as filling a request or as working collaboratively to address a need? Freelancers simply take a client’s description and scope of a project as is. Information consultants approach each new engagement as a joint project with the client to accomplish a goal, and they negotiate all aspects of the project.
  • Am I chasing or attracting clients? Freelancers focus on one-way marketing – email blasts, social media deluge, paid search advertising and so on. Information consultants market themselves by building their reputation and word-of-mouth network over time – by serving in volunteer capacities in their clients’ associations, by speaking and writing on topics of value to their clients, by engaging with their clients at local and national events.
  • Am I sharing what I know or hoarding my insights for paying clients only? Information consultants know that clients value the fresh insights they bring to each project, and they know that sharing their perspectives and knowledge publicly does not diminish their value to clients.
  • Am I pricing my projects by the hour or by the project? Hourly pricing penalizes cost-effective work and deep familiarity with available resources, and emphasizes activity rather than outcome. Project-based pricing puts the focus on the value delivered to the client, not the work involved with providing that value. If I do have to charge by the hour, I make sure that hourly rate truly reflects the value I bring to the project.
  • Are my deliverables original content or others’ thoughts? While I may include backup material or source documents that support my analysis, I know that the value lies on my sense-making of the information, not simply the delivery of what I found. Most information consultants find that the more customized and distilled the deliverable, the more clients value the results.
  • Am I talking about what I do or about why I do it? Freelancers describe themselves in terms of their activities – engineering research, taxonomy development, or social media marketing, for example. Information consultants focus on their clients’ outcomes – a new market identified, a business risk identified, or new clients identified through a marketing campaign.
  • And finally, am I getting paid enough to have free time? Freelancers often find themselves reducing their regular rate in order to land a job… any job. Information consultants focus on attracting profitable clients that enable them to take time off to recharge.

While thinking like an information consultant moves us outside our comfort zone, it also enables us to tailor our services to the most important information concerns of our clients.

Mary Ellen Bates has been an infopreneur since 1991, providing business analysis for strategic decision-makers and consulting services to the information industry. Her passion projects are beekeeping and coaching new and long-time infopreneurs. See more at BatesInfo.com.

Categories : Coach's Corner
Tags : business growth, consulting, solopreneur

Digital Preservation Strategies

Posted by AIIP 
· Tuesday, March 10th, 2020 at 09:00 AM 

By Margot Note

This post is a continuation of an earlier post on digital preservation fundamentals.

Two fundamental digital preservation strategies are refreshment and migration. These strategies are designed to preserve the integrity of digital items and to enable you to retrieve, display, and use them despite changing technology.

  • Refreshing involves moving files from one physical storage medium to another to avoid obsolescence or degradation. Because physical storage devices decay, and because technological changes make older storage devices inaccessible to new computers, refreshing is likely to be necessary for years to come.
  • Migration is more complex. It converts data from one hardware or software configuration to another, or from one generation of computer technology to a subsequent generation while preserving the essential characteristics of the data. In essence, migration is staying ahead of deterioration and obsolescence by copying the data from the old to the current generation of file formats and storage media. Migration gradually brings files into a narrower variety of standard file formats.

Digital preservation places a premium on preserving the integrity of files, but migration inevitably changes data. The files may be changed to make them more suitable for preservation or access. Over time, these changes alter the files. Although this may not affect images, it could affect spreadsheets, for example. Changes in technology over time will affect the usability of the image, sound, and video files you’d like to keep. Every couple of years, you should investigate what upgrades or software changes are needed to ensure that your files are still usable.

Computer files are highly vulnerable, sometimes vanishing forever if equipment fails. Unfortunately, it’s not a matter of if computer equipment will break down, but when. Luckily, most backup systems are high capacity and inexpensive so that you can use more than one method, providing backups in case the first fails. Storage options include external hard drives, which range from portable to larger models. Sharing and backing up of data is done increasingly through online services (known as the cloud) rather than through personal storage devices.

Because technology changes so rapidly, it’s difficult to suggest specific software to use to store your digital collections. For some collections, it may be enough to keep your materials arranged in a file and folder scheme on your computer and backups; or you may wish to organize your materials in Excel spreadsheets, Microsoft Access, Photoshop Lightroom, or other programs. If you’re considering these options, consider costs, security, sustainability, and functionality to determine if an online tool or software program is best for you.

Making multiple copies in multiple formats and storing them in multiple locations preserves their content. Diversity in storage formats is vital because no storage device is stable. Abide by the 3-2-1 rule:  Make three copies, store two copies in different types of media, and store one copy in a location that is not where you live or work. For example, you might save a copy on your computer, on an external drive, and in online storage.

Without focused attention, any digital collection is at risk of loss. Acting now, and continuing to act, is essential if digital materials are to last into the future.

Margot Note is an archives and records management consultant. Her newest book is Creating Family Archives: A Step-by-Step Guide for Saving Your Memories for Future Generations (Society of American Archivists, 2019).

Categories : Information Skills
Tags : Archives, digital preservation
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