strategy planning Archives

Helping Our Clients Be Successful

As a brand strategy agency, it’s our job to ensure that our clients are successful. The strategy and strategically-informed design we create is meant to position our clients’ business and brand to thrive.

But at the end of the day, it’s not just about how smart or groundbreaking the strategy or design is. There’s a lot of planning and change management that goes into making sure the project is successful and followed through from start to finish in the most impactful way possible. Operations and project management are key to any brand strategy project. Helping a client manage their project, aligning our teams together, and pushing a project forward on schedule is no easy task.

In our experience, change management and ensuring our clients’ success hinges on:

1. Developing a relationship

The first step is all about building a relationship. We’re all human after all. As an agency, we put people first. That’s at the heart of Emotive Brand and what we believe business should be—human. You have to get to know the client and the client has to get to know you. It’s all about trust and respect. Any project will have ups and downs that require give and take, so it’s important to establish common ground. What makes shifts and obstacles down the road easier is when both the client and agency feel like they’re on the same team.

The benefits of building trust are unending. We want people to come to us and say: “We have this doubt. We need help with this. How would you approach this?” And it’s easier to get people to let you guide them and be open to your advice and strategy if they trust you.

It all starts with focusing on the relationship. Creating an environment where you can—if need be—deliver bad news, or say no. Creating an environment where you can celebrate successes and also power through obstacles, together. Face time is important here. Whether it’s virtual conferences, workshops, meetings, these are often appropriate and convenient tools for communication—especially given our current circumstances. It’s key to understanding people and the cultures they work in. It gives context to people and how they think and work. It changes the relationship for the better and helps collaboration flourish more naturally.

When former clients still call us to check-in, to ask how we are, and seek our advice long after a project is over—that’s a success to us.

2. Establishing the expectation of accountability and ownership

Planning, creating calendars, establishing deadlines, setting up check-ins, all of these planning tools are key. But they only really work if people actually show up and deliver what’s expected of them, and this all hinges on accountability. Setting expectations about availability and respecting each other’s timing from the onset is just as important as doing what you say you’re going to do.

As the agency, we create standing project management meetings with our clients to make sure that everyone knows what’s expected of them and to help everyone stay accountable. These meetings are a platform for discussing key milestones, workshops, deadlines, etc. We’ve found that projects get stalled when people feel they are too busy to meet with you. This is why having these meetings is so important. Everyone’s busy. Everyone’s time matters. But by being clear about expectations and deadlines, we get the project done with the least amount of time wasted.

When we figure out how to manage the project together and are aligned around key dates (board meetings, all-hands meetings, etc.) we can more easily build a schedule around an already existing workflow—capitalizing on opportunities when people are already going to be together, which is especially important for global clients.

It’s also important to establish who the key decision-makers are at the outset: who owns the project and who ultimately has the ability to move the project forward. We have to get to the heart of who these people are so we make sure they are there for key moments of the process.

When a project gets stalled because the schedule isn’t followed, the impact gets diluted. There are large stakes. That’s why planning out the resource requirements and establishing accountability from the beginning is so integral to the overall project success—setting up what you need, when you need it, and from whom you’re getting it.

3. Working proactively, always anticipating

Change is hard for anyone, but anticipating the challenges of change is what’s going to make it possible. It’s all about bringing the right people into the process at the right time. There are times when we have to add in minor steps within the process because we anticipate a roadblock ahead. For example, doing a pre-presentation to an executive in order to get them on board and comfortable ahead of a bigger meeting.

It’s also helpful to draw from past experiences in order to anticipate and read the signs of what’s ahead. Every client is different, but we learn different things from each experience. We’re always thinking about the questions: “What would help this process? What would help to get this person on board? What do we need to do to move this forward? What needs to happen next?”

It’s all about being proactive and being a step ahead. That’s what helps make hard transitions smoother. That’s what makes preparing for change feasible.

4. Rigor and flexibility

For a process to create an innovative, change-making strategy it needs to be coupled with rigor and order that ensures trust and confidence.

There’s got to be a process, but you also have to be able to flex within that process. No two projects are the same. Different forks always appear in the road, and often, you have to pause or stop and reflect. Sometimes, you just need more time. Other times, you need more people or even a different direction. We see deliverables shift based on needs. The solution might change but, whatever the change, being flexible within the rigor of the process is key.

Along the journey, you always uncover new things. Listening—really listening—to the client’s needs is key. And needs are ever-evolving. Flexibility comes from learning and adapting to these evolving needs.

Ensure the success of the project and position your client to thrive. That’s the goal, and we are always striving towards better ways of helping our clients reach their goals.

Emotive Brand is a brand strategy and design agency in Oakland, California.

In America, there is a strong belief that the success or failure of your venture comes down to individual drive. It’s you, and you alone, that can turn the tide in your favor. In reality, as even the most steadfast founders learn, much of your time will be devoted to appeasing external stakeholders. Sometimes, those who know the least about your vision will have the most influence over its chance of survival.

Navigating the C-suite requires knowing how to engage stakeholders by building and nurturing relationships. The meaningful enterprise has moved from a transactional foundation — where enterprises serve their own benefit, even at the expense of others — to a relational foundation — which acknowledges that interdependence among diverse parties is essential for sustained success. Here’s the thing about relying on others: it’s always slower in the short-term. But for those with the patience to sacrifice short-term speed for long-term agility, it can be incredibly rewarding.

Before we get too deep, a bit of housekeeping. What exactly is a stakeholder? A stakeholder is anyone who can affect or is affected by the actions of a corporation. The concept of the stakeholder was first used in 1963 at the Stanford Research Institute, and described them as “those groups without whose support the organization would cease to exist.” This description is as wonderful as it is vague, allowing you to cast the net as widely or as tightly as you wish. Is it those who directly fund you? Or those who provide those late-night emails of clarity when you’re spiraling? In short, yes. For a bit more guidance, look to the difference between internal and external stakeholders.

Internal stakeholders typically comprise employees, managers, owners, and in some cases, volunteers, interns, or students. The importance of consulting with internal stakeholders is self-evident. They are the ones on the front lines. They hear everything, know everything, and work across all touchpoints. Think of them as the physical engine. You can’t get a tune-up from a specialist without bringing them an actual machine. Most founders understand how vital their own team is. The trick is bringing that same love, care, and attention to outside counsel.

External stakeholders are those outside the corporation who interact with it in some way. This could be funders, investors, shareholders, advisors, banks, finance companies, suppliers, policymakers, legislators, social media influencers, and of course, customers. Each of these groups of stakeholders is usually termed a “constituency,” and each constituency represents a homogenous group usually holding a similar interest in the organization’s affairs. Think of them as the team of specialty mechanics, each having a particular, bespoke solution to make your engine run a little better.

When it works like it’s supposed to, stakeholder consultation results in a relationship of mutual benefit. It enables us to spot trends, emerging challenges, and risks. It brings a fresh set of eyes to your venture, offering new perspectives which can be used to improve project design and outcomes. And as anyone at a cocktail party has learned, playing nice can form unlikely collaborations and partnerships. All of this helps your brand to:

Determine needs and expectations
Identify perceptions and attitudes
Evaluate implementations and actions
Establish the brand values and positioning of the corporation as seen by others
Ensure your decision making is more informed and in tune
Administer a greater chance of implementation and activation

So, when and how do you bring in the troops? Kevin Crump, writer, and Customer Success Manager recommends weaving them in as early as possible.

“If you engage your stakeholders early in the project — ideally during the planning stage — everyone gets a common understanding of the scope, the timing, the budget, and the resource demands from the get-go,” he says. “This means no major surprises later in the lifecycle, and no ongoing divergence between stakeholder vision and reality. That’s why we have menus in restaurants. We don’t just expect the waiter to serve us exactly what we want without discussing it first.”

In this lovely diagram from B2B International, a B2B market research company, we see how a method of planning, process, presentation, and promise can be used to maintain effective communication throughout the entire lifecycle.

This outline is a great bird’s eye view of how to approach stakeholders. But what happens when you’re in the weeds with someone difficult? Here are four strategies for making sure you don’t burn your only bridge out of town.

1. Seeing. You can’t solve a problem if you can’t identify it. The first step is to clearly identify your stakeholders and figure out what motivates them. Primary stakeholders are those directly affected by the work. Customers often fall into this category. Secondary stakeholders are those indirectly affected by the work. This includes support teams or those impacted by the outcome. Key stakeholders are those with strong influence and vested interest. This would be the executives. Each group has different interests, objectives, and agendas — many of which will be in direct competition. Identifying and ranking their influence and interest will help keep projects moving in the right direction. The truth is, not all stakeholders are created equal, so sleuthing out who holds sway and who is your best champion will save you a lot of stress. Ask yourself questions like:

What are their most pressing business needs?
What is the best way to communicate with them?
What information or details do they need?”
Do they fully understand your work or do they need some extra explanation?
Who influences them?
What are they responsible for?
Who do they report to?

2. Listening. This is much easier said than done but resist the urge to close communication channels just because you don’t like what you hear. When receiving negative feedback, I always have to remind myself that it’s very unlikely someone is doing this as a personal attack against me. (Though not impossible.) Nine times out of ten, even the most off-kilter comment is based on some insight, backroom conversation, or email you weren’t looped in on. Try to see where difficult stakeholders are coming from and put yourself in their shoes to better understand their motivation and goals. Do their needs align with your project’s objectives? Do they simply want things done a different way? Common ground isn’t always common, but it’s worth searching for.

3. Meeting. Never underestimate the power of individual communication. For one, it’s a more human, efficient way to explore diverging viewpoints. You can clear the air, vent, and hear things from a new perspective without the formality of a group presentation. And two, meeting without other stakeholders in the room takes the pressure off and prevents negative opinions from spreading. Sometimes, it’s about just letting someone feel that they are heard.

4. Proving. A sad truth: you’re probably going to lose a battle of opinions to a senior employee. That’s why you should arm yourself with cold, hard facts that support the direction you want to take.

“Change the game by quickly running a test and collecting some evidence,” says Marty Cagan of the Silicon Valley Product Group. “Move the discussion from opinions to data. Share what you’re learning very openly. It may be that neither of your opinions was right.”

Especially in data-hungry Silicon Valley, data will always trump hunches. More than being right, it shows you’re taking a more analytical approach to your role, which will bolster your credibility for the future. Even if you can’t find a mathematical proof point, you can use the voices of actual customers to make it less about your opinion and more about what’s right for the market.

In the immortal words of John Donne, no man is an island. As much as we’d like to singularly launch our idea into the Fortune 500, chances are we’ll need the help of external stakeholders. So, here’s to the power of compromise, communication, and diversity of opinion.

Emotive Brand is a brand strategy and design agency in San Francisco.

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Ensuring Our Clients’ Success: Change Management and How We Help