Kevin W. McCarthy

The Professor of On-Purpose

Strategy

Are You In The Midst of A Tough Shift™? (part 2)

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Are You In The Midst of a Tough Shift (part 1)

A Tough Shift™ happens when we’re not making a smooth and peaceful transition personally, professionally, and/or corporately.

Often these transformations are due to a change in the environment beyond our control and we’re reactive.

Sometimes, however, we proactively choose to take the bull by the horns in order to improve our situation, life, or business. Either way, it is a risk that’s not easy but a decision that’s designed to hopefully improve our station or circumstance in life.

An essential element of any tough shift is the ability to have a firm grasp on reality. Hindrances such as denial, blame, and fear cloud our progress. The management of personal growth is a core life leadership skill to develop.

Businesses Go Through Tough Shifts 

The On-Purpose Business Plan provides key links from deep strategy to customer satisfaction. Here both the science of business and the art of leadership come together to create an integrated, living organism or culture. On-Purpose® has been leading this charge since the late 1980s. In recent years, the trend toward a more human and humane approach to business has emerged. Most company leaders, however, are stuck in the midst of their own Tough Shift. The old ways don’t give in to the new ways easily.

If you’ve read The On-Purpose Business Person, you’ll recall that there are “the man” and “the old man.” Here the classic battle is played out in this modern parable. Here the four pillars of an on-purpose business create the corners of building a business true to the past yet responsive to the future:

  1. The On-Purpose Principle: Aligning the Purpose of the Person with the Purpose of the Organization
  2. Think Inc!: Leading like the owner of the business — 100% responsibility
  3. The Service Model: Closing the gap from purpose to performance to serve customers and beyond
  4. The Manner: Do More of What You Do Best More Profitably

The Really Tough Shifts are Shifts in Culture

To illustrate the point on a large scale, the United States of America is in the midst of a tough shift over the prevailing culture of the country. The centerpiece of such a battle would appear to be opposing political parties and ideals. Below the political bickering is a war waging over what is the contemporary role of the U.S. Constitution — the “deep strategy” for the country. This fight is not just between the Democrats and Republicans—it is within each party as well.

Putting aside politics and looking at this from a strategy lesson point of view we can broadly see

  • The Constitutional conservatives revere the founder’s intent and take to heart the oath of office.
  • Living Constitutionalists see the document as a living, breathing document that offers structures but needs regular amending to conform to contemporary needs.
  • Populists see the Constitution as an impeding relic of the past that hobbles efforts to serve the people.

And so the child-like bickering across all candidates continues on the surface versus the depth of matters at a root level. Governing is serious business—whether it is running a country, a business, or one’s life. At some point, the adults in the room need to be in charge.

A former business partner of mine was keen to observe, “They’re looking at the hole instead of the doughnut”—his folksy way of saying people are focused on the unimportant … and it isn’t just in Washington, DC. Look in the mirror and see if your dissatisfaction with DC isn’t simply a projection of your personal dissatisfaction with yourself thrown onto an easy target.

Do you see why being On-Purpose so profoundly matters to your way of life? If you’re in a Tough Shift, don’t blame Washington, the economy, your past, or whatever else you can conjure as an excuse. It is unbecoming to you because it keeps you from becoming the true you.

Purpose Is Unchanging

Your purpose is the one place where opposing forces have the best chance to agree, or at least agree to disagree, hopefully agreeably. Purpose is this seemingly distant place from everyday life, yet this is where performance is birthed. When purpose, vision, missions, and values are confused, then the country or company (or person) are sure to be as well. Yet most discussions in businesses center around tactics in the absence of agreement about what is really most important … to inform the tactics.

Managers tend to see changes in the marketplace and the business needing to respond to such shifts strategically. Adjustments to the business of the business are much more about the science of business. Most are fairly straightforward patterns to those of us who have been around the block for a few decades or more.

For example, things are stirring at On-Purpose Partners. We help our clients to make decisions that are on-purpose. We do this as a business advisory firm by clarifying deep business strategy, design, and strategic story to feed into the corporate culture and business brand to merge into a more fully integrated customer experience (see the On-Purpose Business Plan).

A few years ago, I felt called to re-invest my time and focus on the personal leadership aspects of the business. We’ve always been about leadership—helping our client companies and individual coaching clients to be leaders in their field/industry or life, respectively. People are the essential distinctive to any organization. Healthy people are more likely to create a healthy business, period.

The world needs to be on-purpose. After over 25 years of developing all this content and writing books, we’re poised and positioned for remarkable service around The On-Purpose Principle—aligning the purpose of the person with the purpose of the organization. It is exciting, yet a tough shift filled with financial risks. I’ve been at work on this tough shift within our business for the last couple of years. Frankly, it has been slower than I anticipated, yet better than I expected. You can expect to see more offerings for individuals to be on-purpose across the world. Yes, the vision of “Every Person On-Purpose” or The On-Purpose Planet continues to inspire me.

Hopefully, today’s Tough Shift point of view has stirred some thinking for you to ponder about your life, your business, or your country.

Bottom line: These Tough Shifts are tough! I welcome your prayers and thoughts.

Be On-Purpose!
Kevin

What Is The Purpose of A Business Plan?

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Writing a business plan?

It is hard to argue against the idea of writing a business plan, yet experience tells me very few business owners actually write one.

Wrong choice! In this fast-paced dynamic business environment, a business purpose and plan have never been more needed. They’re essential to decisions and growth regardless of the business size.

The problem isn’t with the business plan, per se; it is the speed of the person creating the business plan which makes it irrelevant to the business. Most business owners aren’t skilled as business plan writers so their mythologies and misgivings are often unfounded in reality. Speed Use this ratio when business planning: 1% planning: 99% execution. Rinse and repeat!comes with experience and practice.

Too many times, I’ve heard business owners lament that they don’t have time to do a business plan. Hint: maybe the reason they don’t have time is because they’re not working from a plan. That’s more a comment about their limited skills, experience, and understanding or unwillingness to get help.

60-Minute or Less Simple Planning Method

Consider the old adage, “If you have only a day to cut down a tree with an ax, then invest time sharpening the ax before you begin.” Let me add: Continue to check and sharpen it throughout the day. A business plan is a sharp ax that you can take to the forest of business challenges you face and make progress faster, more affordable, and with less energy … sounds like profits to me!

Pull out a blank sheet of paper, go to a whiteboard or flip chart, or open an electronic file to capture your thoughts. Do the brain dump! Then sort it out into a more coherent and logical flow of actions steps. Assign people and dates and you’re ready to go!

A simple idea-clarifying informal business plan can often be done in less than 60 minutes. Practice the following method on smaller projects where the risk, scale, and scope aren’t so large. Practice the process on less demanding content and matters and you’ll be preparing for writing the business plan for the entire business.

Who Are You Fooling?

I’ve even been told by business owners, “A business plan isn’t relevant to my business.” There may be a good reason why business planning is often put aside, but dismissing it as irrelevant is risky business. While creating a business plan is something every entrepreneur or CEO is wise to do, they often don’t. It is a unique skill set that they don’t invest time in learning how to do. In their minds, it seems to be an exercise for the academics and not for people of action.

Reconsider what the pros do.

For example, your favorite NFL team has a plan for the franchise, the season, and a game plan and playbook going into every game for every week of the season for as long as they’re winning into the post-season. They’re professionals who have learned to crank out a “business plan” for every week. To get the results they seek they don’t have an option. Even then, games will be lost. Lessons learned and personnel trained to improve.

Action, even well-intended actions, without a purpose and a plan incrementally lower the trajectory of achievement.

Business planning, hey, it’s optional. That’s a dangerous mindset fraught with avoidable pitfalls. Running by the seat of one’s pants can become a way of life and business. Could this be part of the explanation why the failure rate of small businesses is so high?

Candidly, if taxes didn’t have to be paid, I wonder how many small business owners would have a financial and accounting system in place! Because the IRS likes to be paid and has means of enforcement to be paid, bookkeeping and accounting are done because outside consequences exist. Because business planning is “optional,” it is too easy to not get it done.

So what is the purpose of a business plan?

It helps to know that there are three broad types of business plans:

  1. Financing business plans are done to obtain financing from either investors or lenders. These business plans tend to be formal and time consuming because of the scrutiny of due diligence. Most business planning software leans in this direction.
  2. Functional business plans are more operational or oriented towards helping team members get on the same page to move the business forward. These blueprints for the business are informative and best used for internal use, direction, and communication.
  3. Strategic business plans are very useful, for example, for taking your business ideas and transforming them into a business model. These can be very informal—notes on a yellow pad or napkin—to PowerPoint presentations to more formally written documents.

Audience Matters

Who is going to be reading your business plan and why? Your need for a business plan really depends upon the audience for whom it is written.

  • Financing business plans are targeted toward outsiders to attract investment.
  • Functional business plans involve engaging the team. There is a certain amount of assumed inside knowledge.
  • Strategic plans are best written for the leader of the plan to gain insight and clarity. This enables the entrepreneur to capture thoughts and sort the various elements of a business into an orderly approach.

6a00e551c6499c883401a3fd37e903970b.png.jpgEach of these business plans has common elements that you’ll find layered in The Service Model™ (see graphic) from The On-Purpose Business Person.

Creating a business plan is something every entrepreneur should do, but you need to know why you are writing the business plan and the audience.

I’ve seen far too many start-up organizations buy business planning software and invest months writing it. The process of doing their market research, developing cash flow statements, defining their organizational chart, etc. is useful, but is the marginal return on investment worth it? Sometimes you just need to get started and prove your concept in order to improve your business model.

Practically, it is rarely as valuable as the benefit of having a simple business plan and getting started. There’s nothing quite like opening the doors on a small scale and learning from the market. This said, if you have only one part of a business plan to get right—put together your business marketing plan.

Planning is not about perfection.

Rather it is about anticipating pitfalls and avoiding them, as well as leveraging opportunities to the max. Plans are meant to save us time, money, and energy. Always consider the ROI (return on investment) for your planning process.

Over the years, I’ve told my clients to use this ratio when business planning: 1% planning:99% execution. Rinse and repeat!

On-Purpose Business Tip: The Service Model from The On-Purpose Business Person provides a simple business plan template to provoke thoughtful inquiry and usefulness.

Sales Prospecting or Farming?

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Sales prospecting and farming represent two modes of selling.

Be clear about which one works and works for you.

Over the years, clients have engaged On-Purpose Partners to assess and design their sales architecture, often with sales prospecting or farmingOn-Purpose® being foundational content. Such engagements demand a blend of

  • strategy
  • psychology
  • marketing
  • selling
  • curriculum development
  • business
  • and more

One of the first design decisions to assess is if the client’s business, mindset, and preference is for building a prospecting or a farming sales approach.

Many other company decisions and investments hinge on this simple differentiation.

As a keynote speaker to sales organizations at conferences and conventions, I’ve learned to psych out their leanings early. Whether it be an insurance, real estate, or direct sales organization, there are similarities and differences in their cultures and approaches; yet these two generalized worldviews on selling remain staples of the selling process.

Corporate executives set the tone but often a product or service defines the sales approach. Generally, if a company is in manufacturing or is technology oriented, they tend to favor the prospecting approach mentioned in this On-Purpose Business Minute. Customers are part of the “human resources” supply chain of logistics and transactions. Here people are deployed to meet business objectives by digging out customers.

Company executives who favor the farming approach, however, tend to focus more on cultivating relationships.

This longer-term view of people sees a long tail of repeat sales and referrals in the context of the lifelong value of a customer. It affects commitment and investment in planning, people, operations and, ultimately, customer service standards and training.

Salespeople as farmers or prospectors are typically engaged in very similar activities of making sales calls, gathering information, preparing presentations, and closing deals. Astute salespeople readily assess the best approach for a particular book of business. If you find yourself scratching your head wondering what the higher-ups are thinking, then there is a good chance they are (or you are) oblivious to the culture they’re creating in the field. They’re prospecting for immediate nuggets of sales while you’re growing a crop of relationships and caring for a soil of the relationship … or vice versa.

Be aware of which approach is best suited to the company, customers, and, frankly, your personal style that plays into your definition of success.

Years ago, a friend came to me ready to pull his hair out by the roots. He loved where he worked as an admissions representative at a private vocational college. The problem was he is a farmer and he was being measured as a prospector. Every phone call, email, and piece of mail was measured and accrued to his measurement system.

Together we designed a simple tool to engage student candidates into a conversation instead of an information session. At great risk to his metrics, his call volume went down, his mailings decreased, and his number of “contacts” declined. The first month, his boss was all over him for non-performance. However, by the second month, his admissions soared to the number 3 spot of all reps—an achievement he had never before attained. Within 3 months, he was leading all reps and out-distancing them. Soon two reps approached him and asked what he was doing differently. Within a month all three of them held the top 3 positions.

They had discovered farming versus prospecting!

This story isn’t to propose that prospecting is bad. On the contrary, it is to say that the culture and the sales culture didn’t match and the results were impoverished by comparison to a proper match.

By the way, the story gets even better. In time, the leadership altered the system to reflect a farming approach that was people-centric. Under the “prospecting” approach, student turnover (withdrawals from the college) was very high. With the “farming” approach, admitted students tended to stay in place. This was an unexpected bonus, but an intuitive result.

The point of this On-Purpose Business Minute for the executives, VPs of Marketing & Sales, and Sales Managers is to assess your industry, company, and culture. Decide which approach is best suited to creating the customer experience you wish to deliver. Armed with this information, evaluate your company language, alignment, and operations to see if you’re on-purpose or not.

Sales prospecting or farming? Now you’re a bit more informed to make wiser decisions.

Be On-Purpose!
Kevin

How Do You Build Your Confidence?

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Pointer: I make reference to The Service Model™ in this On-Purpose Minute. Here is a link to review, purchase, and download a copy. Click Here for Your Copy.

—————————–

Look at the kid in the front row, fourth from the left! Yep, the one with the rolled-up pants (room to grow) and checkered jacket. That’s yours truly in Mrs. (Lois) Johnson’s Kindergarten in Bethel Park, PA! My guess is the photo was taken in 1960 and I’m five years old. I was one of the youngest kids in this class.

Mrs. Johnson Kindergarten

I was blessed with a very happy childhood. I don’t look really happy on the day of this photograph. Come to think of it, none of the boys look too thrilled to be this close to girls (yuck!) and under such tight control with our hands in our laps!

In reviewing my report card from those days, I read “Kevin is young and lacks confidence.” Fortunately, my parents decided to hold me back a year so I could grow in confidence. Yes, I repeated kindergarten! My parents’ wisdom set me on a more positive trajectory for life. Thanks, Mom and Dad!

Odd that I still remember those words and that label “Kevin … lacks confidence.” It used to really bug me that I was a person who lacked confidence. As I’ve matured, I realize how wrong my understanding of that statement was. Mrs. Johnson was offering feedback to my parents so they could make informed decisions to remedy the matter rather than labeling me. I’m the one who mistakenly “owned” the label. Five- and six-year-old minds do things like that. Sadly, so do 25-, 35-, 45- … year-old minds, too!

Each of us lacks confidence at the start of anything new. Confidence can apply to a skill or aptitude but not to the very nature or soul of a person—that’s just too destructive.

Have you bought a lie that you lack confidence or some other such nonsense? Don’t!

Let’s rephrase the statement and shift your perspective. You just haven’t yet found the bedrock of your beliefs and faith upon which to grow in confidence! I promise you that this solid ground for the soul exists in you. Like innate leadership, you have a place where you are designed and destined to be confident. It is a birthright that you may need to claim (or reclaim). Keep looking!

Look into the eyes of that little boy on the first row then and today in the video. As a person, does he lack confidence today? I’ve been a speaker in arenas in front of thousands. I’ve been on TV and radio broadcasts throughout the USA and Canada. People without confidence don’t do that.

How Do You Build Your Confidence?

There’s the question I’m placing before you. I’ve found the readers of this blog are a bright bunch of people. Please share your insights, comments, or quotes in the Comments section below. Let’s help one another become more confident as leaders of our lives.

Quotes About Confidence

Readers of The On-Purpose Person and The On-Purpose Business Person know that I start each chapter with a quotation. For this post, I turned to my book of quotations about confidence specifically. These quotations will stimulate your thinking:

“I had no vision of the scope of what I would start. But I had confidence that as long as we did our work well and were good to our customers, there would be no limit to us.”

    Sam Walton, Founder of Walmart (1918–1992)

“To do anything in this world worth doing, we must not stand back shivering and thinking of the cold and danger, but jump in, and scramble through as well as we can.”

    Sydney Smith, Anglican Clergyman and writer (1771–1845)

“Fortunate is the person who has developed the self-control to steer a straight course toward his objective in life, without being swayed from his purpose by either commendation or condemnation.”

    Napoleon Hill, Author, Think and Grow Rich

“Calm self-confidence is as far from conceit as the desire to earn a decent living is remote from greed.”

    Channing Pollack, U.S. Magician and Hollywood Actor (1926–2006)

“Confidence is the feeling by which the mind embarks in great and honorable courses with a sure hope and trust in itself.”

     Cicero, Roman philosopher, 1st Century B.C.

 

I leave you with one parting On-Purpose Proverb:

“Awareness of one’s lack of confidence indicates that your heart and your head are still talking. They just need to get the rest of the body moving so the next lesson can be learned more readily.”

How To Get To Business Clarity

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We have just started a New Year. 2018 is rich with possibilities—so rich, in fact, it can be overwhelming.

My word for you for this coming year is this:

Depth through business clarity.

We’re all a bit ADD these days with the pace of life and the demands on us at work. It is easy to bounce from activity to activity. Playing in the shallow end of business typically produces meager results. You’re ready! Wade into the deep end of the pool.

Be more mindful in 2018 to keep your business simpler and more focused on what matters most.

Work on depth of

  • thinking
  • planning
  • relationships
  • business performance

Instead of being scattered across the plainsThe On-Purpose Business Person book cover of busyness, get focused on the gains in business that await when your team and you pursue excellence over expedience. Once you’ve positioned your business to be a leader, then you can focus on doing more of what you do best more profitably. Sounds like The On-Purpose Business Person to me. Re-read it this New Year.

Need some executive coaching or small business advisor services or consulting? We’re here to help! Email me.

How Do I Focus My Small Business?

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How do I focus my small business?

This is one of the more common questions asked of me when I’m at speaking engagements or events. Candidly, it is a struggle I face as well. Opportunities abound for those of us with entrepreneurial instincts. But where do we plant our flag or make our stand?

For me, it was the idea of On-Purpose® well over 25 years ago. I can’t explain to you why this message came into my spirit and into my life. I didn’t ask for it. I didn’t seek it.

I expected to be a real estate mogul as a Florida-based commercial real estate developer. Through a bumpy series of twists and turns and near bankruptcy, I landed on On-Purpose. And I’ve stayed there with my focus.

Here’s my dirty little secret, however. There’s an old expression about niches that says, “You’re better off being an inch wide and a mile deep.” But what do you do when you are an inch wide, a mile deep, and then you go a mile wide again?

You see, being in and out of focus is risky at any depth. Some of the world’s largest brands will lose focus and go away. Ask shareholders from Polaroid, Enron, Bethlehem Steel, Pets.com, PanAm, DeLorean Motor Company, and Washington Mutual Bank.

Stuck Staring

I’ve been there sitting in my office staring at the walls or my computer monitor. My mind swirls with a hundred different items on my mental To Do List, but I watch another stupid YouTube video of bloopers, flash mobs, or pets or people doing funny stuff.

You’ve been there, too. You haven’t a clue what to do next because everything seems important.

Your brain is fried so you need a mental break. By default, you open up your email so at least you’re keeping up with something. A couple of hours pass at the keyboard and your true “To Do List” is only 50% longer, and a half of a day is now spent passing around pixels.

A sinking feeling leaves you even more overwhelmed and now adds personal disappointment with yourself. Ugh! How do I go about organizing the business? How do I get more focused and productive?

Admit it, you know this scenario all too well. I do! And it bugs you because it is sabotaging your business, your dreams, and your finances. With so much on the line, you wonder, How can I be so stuck? 

The Really Big Problem

Over the decades of working with business owners, this “Stuck Staring” pattern is most often associated with an ill-defined business—one being run ad hoc, in the absence of a plan.

While brilliant ideas abound in your brain, there’s no blueprint to build the business. Would you hire a home builder to construct your house who didn’t have blueprints? Yet, you’ll build your business without a blueprint.

There’s a reason most SOHO (small office, home office) or what I call Solo Owners don’t write their plans. It is rationalized as “the desire for flexibility and responsiveness to opportunity.” It’s BS. Unfortunately, keeping your options open typically results in a cycle of learning—but not one of earning.

The secret to building your business is to create an economically efficient engine of profit that is anchored deeply in your purpose and one for which you’re willing to pay the price. In other words, you’re passionate about it. Once the engine is up and running, you can afford to invest in your other ideas. Depth, not breadth, is essential. This takes discipline and commitment … to a well-designed, thoughtful, written plan.

Most small businesses don’t have written business plans or even powerpoint presentations. They would benefit from them. At On-Purpose Partners we offer a unique way to orient and organize your business around what matters the most—your purpose.

Learn more about the On-Purpose Business Plan. Using this link, invest the time to watch a 9-minute video about On-Purpose Business Plans and why they are different and helpful for solo owners to CEOs.

Candidly inquire of yourself, Just how is my plan working? If you’re not getting the results of speed to market, cash flow, and profits, then please consider a mentoring On-Purpose Executive Coaching program.

Better yet, come to Orlando and let’s invest the time needed designing your business so it is on-purpose. My team and I will bring order, focus, clarity, and direction to your business enterprise by guiding and codifying your business plan and model. Organizing the business is a couple of clicks and a few hours away. The ROI will be amazing!

Are You Thinking of Starting a Business?

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Economic tough times, job loss, greater expression, or the chance to be your own boss are just some of the reasons people start a business. The barriers to entry are relatively low and the opportunities for success often appear high.

The hurdles to success, however, are hidden at the start but invariably emerge. Be aware of what lies ahead and you increase your odds of winning.

Looking for some help with either starting or running your business?

On-Purpose Partners provides business advisory services. Our clients and customers have spanned from Founders and CEOs of Fortune 500 companies to wannabe entrepreneurs.

If your business is less than $2 million in sales, you can hire me to help you with our On-Purpose Executive Coaching.

Can’t afford much?

  • The On-Purpose Business Person is available in softcover or Kindle e-book.
  • The Service Model is an inexpensive tool to help you plan your business, anticipate what’s coming, and understand the relationships of one level of the business to the next. Order one, just one, because you can print more from the PDF.

Here’s the bottom line for your business start-up (or ongoing venture): invest the time to articulate your purpose, vision, missions, and values.

Until you know

  • who you are
  • why you are here
  • where you are going
  • and what’s important

you’re really at a major and costly strategic disadvantage.

When it comes to your small business start-up or ongoing enterprise, give yourself every advantage by being on-purpose.

 

Creating Customer Service Excellence?

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Customer service is first an attitude before it is a behavior. Too often we focus on creating excellent customer service skills but we neglect the well-being and perspective of the person delivering it. How a customer is treated makes all the difference to their impression, experience, and promotion—yes, promotion—of your business.

Treat your customers right—first, because it is the right thing to do in a civil society. Second, treat them right because it is really smart business.

Do you have a concerted effort to improve the customer experience? If not, why not?

Customer service would appear to rest mostly on the shoulders of the front-line person interacting with the customer.

But does it really? Long before the customer relationship begins the top leaders of the organization hire the employees, set the standards, make investments, train managers, and create training programs.

The front-line employee is an easy target when things go wrong with customer service complaints. Admittedly, the front-line person does have a high responsibility. The fact is customer service improvement is a joint effort unified and girded by the strength of personal leadership across the entire team.

If your customer service levels have plateaued below your standards, then consider that you might have a systemic problem rather than a people challenge. Look to your business strategy, departmental cooperation, hiring, technology, training, or any number of issues under the purview of the “Customer Service” department.

Customer service skills training may provide a quick fix, but it is rarely a long-term improvement in the customer experience.

Watch this On-Purpose Minute, “Do Good Manners Matter?” about the importance of manners and the Ritz-Carlton approach to serving “ladies and gentlemen.” Having recently stayed at the Ritz-Carlton in Buckhead, GA I can tell you that this approach remains alive and well.

How On-Purpose Partners can help you

If you lead the company, you may need an assessment and recommendation to shift your corporate culture toward customer service excellence. We also offer one-on-one executive coaching as well as training and development programs designed to help your team members become TOP Performers and excellent in their customer service. Email us to arrange an appointment.