Pivot: The only move that matters is your next one

Presented by Jenny Blake

Reported by Debbie Wynot, Insight Matters and Library Consultants LLC

Editor’s note: This summary of our conference keynote presentation was originally published in the September 2017 issue of AIIP Connections newsletter, and—in 2020—it’s as relevant as ever.

For a conference program built on a theme of pivoting for success, could there have been a better keynote speaker than the gregarious and engaging Jenny Blake? Attendees were treated to an account of how a successful career development manager at Google left it all behind to follow her passions. Sound familiar, anyone?

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Effective Leadership During Difficult Times

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.

COVID-19 and the Information Entrepreneur

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.

“Happy layoffiversary to me”

By Kirsten Smith

A little over five years ago, on the Tuesday after my beloved Seattle Seahawks won the Superbowl, I was laid off.  Along with my excellent colleagues Rhonda, Andrea, Tobi, and Mike, I was led into a meeting room and given the unsurprising news by our then boss and the HR woman who flew in from head office that morning. When she showed up, I even joked “is it my turn yet?” Turns out, yes, it was.

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Aligning with clients: Changing business focus

At AIIP 2019, Eddie Ajaeb, Nighthawk Strategies and Connie Crosby, Crosby Consulting Group shared their experiences on how they identified and responded to changing client needs and market disruptions to unlock new business potential.

Jan Sykes, Principal at Information Management Services reports on the tips shared by the panel speakers on how to evolve as an independent information professional to meet your clients’ changing needs.

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Finding a balance that works

We asked our AIIP Past Presidents to share their tips on building and growing a successful independent information business.  

Crystal Sharp (AIIP President, 2006) shares her ideas on finding a balance that works.

Find-balance-plan-change-lead-infopro-

In the usual course of play, study, or work, individuals — consciously or not — take steps to exert some control over their immediate short-term or long-term future. What is unsettling about Facebook, Linked In, Snapchat and the churn and flux of new social communication channels is the rapid pace at which our world is being stretched, flattened and flexed. As the familiar and predictable structures of social, professional and personal relationships are shifted, we are left less in control.

Continue reading Finding a balance that works