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Counselors Are Made
    Not Born: How to
Grow Counselors, Not
           Tacticians
       Presentation by

       Roger M. Friedensen, APR
           President | CEO


                                  Designing Reputations | Building Value


                                      © 2011 Forge Communications, LLC | All Rights Reserved.
How many times has this happened to you?




                 Day One

                   PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                        PAGE 2
Day Two

  PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                       PAGE 3
You may ask yourself, „Well, how did I get here?‟




                              PRESENTATION TO COUNSELORS ACADEMY| 5.13.11 | CONFIDENTIAL | PAGE 4
With any luck today, we‟ll get…
• Common definition of a
  counselor
• List of desirable traits
• Role model for all of us
• Tips on how to find and
  grow good ones
• A 12-step program for
  new hires


                             PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                  PAGE 5
What is a “counselor”?
• Let‟s first agree on what a
  “counselor” – a public relations
  counselor – is and is not.
• A counselor is:
   –   NOT an order taker.
   –   NOT a project manager.
   –   NOT a sales person.
   –   NOT a librarian or documentarian.
   –   NOT someone who thinks s/he has
       ALL the answers ALL the time.



                                 PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                      PAGE 6
What is a “consultant”?




                   PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                        PAGE 7
A counselor
• Is introspective, cooperative and
  attentive.
• Has strong desire to help others.
• Communicates in personalized
  manner.
• Is positive and kind.
• Listens well.
• Can often detect others‟ emotions
  or intentions.

                          PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                               PAGE 8
A counselor

• Values harmony (home and work).
• Plays well with others.
• Helps things run smoothly.
• Serves as “barometer” of morale.
• Understands complex issues and individuals.
• Has intricate personality and rich inner life (*)

  (*) Notice we didn‟t say rich outer life…


                                       PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                            PAGE 9
A counselor


• Prefers behind-the-scenes influence.
• Develops personal rapport with clients and coworkers.
• Needs quiet time to reflect and re-energize.




                            PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                PAGE 10
A counselor
• Is abstract in speech, cooperative in pursuing goals.
• Integrates competing demands diplomatically.
• Functions best in mentoring or advocacy roles.
• Values meaningful communication and relationships.
• Searches for profound truths hidden beneath the
  surface
• Speaks often in metaphors .
• Is enthusiastic about possibilities.
• Strives for self-renewal.


                             PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                 PAGE 11
So what do we do?
• All in all, it‟s pretty
  simple. We solve
  problems to help
  people and groups
  of people get better
  at what they want to
  do.


                            PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                PAGE 12
How do we do it?
• Combine fundamental principles of human
  psychology and behavior with planned
  communications to inform, persuade and motivate
  (sounds pretty easy, doesn‟t it?).




                         PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                             PAGE 13
The question at hand




        Strategic PR consultant who can make me
        money




   How do we find others who can do it, too?
                             PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                 PAGE 14
Our heroes




             PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                 PAGE 15
What does a farmer need?
• The right seeds
   – Find good sources and buy highest quality.
   – Plant perennials, not annuals (though they may be pretty)
   – Buy heirlooms (but avoid “Charles Emerson Winchester” variety).
   – Trust, but verify.



                               OR



                Yes                                                      No
                                 PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                     PAGE 16
“The Epley test”




        PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                            PAGE 17
Candidate interview (sample)

You have just had a preliminary meeting with Redwing. He is having a meeting with some
of the company‟s senior staff in about an hour and wants you to do the following:

1. Draft the three lead paragraphs of a news release for the area's news media on
Redwing‟s appointment as CEO.

2. Draft a brief introduction (no more than one page) for the president of the Rock Hill
Chamber of Commerce to use in introducing Redwing at a presentation before the
Chamber's board of directors.

3. Give thought to and (if time permits) draft a rough outline to how you want to
approach the overall program for Catawba Pottery Works, and be prepared to brief the
board of directors. Keep in mind this is a new business, i.e., one that needs all the
attention and support it can muster.

Oh, and since you‟re at the Pottery Works plant, Redwing would like you to sit in on his
meeting with senior staff, so bring all of the above to the meeting. This will give you a
chance to meet some of the other company officials with whom you‟ll be working.


                                             PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                                 PAGE 18
Candidate interview (sample)

Member A: Can we realistically meet our objectives with Catawba Pottery Works? How long
  will it take? Can we do it in the first year? Why? How are you going to make us a
  household word? When can we see your plan? What will be the basic elements of your
  plan? How much is it going to cost?
Member B: A Rock Hill Herald reporter has been calling all day and approached some of
  our employees to talk about the business. How should we handle the reporter? Should
  we do anything at all? Who talks to the reporter? What do we tell the employees about
  talking to the media? How can we make sure we get a good story?
Member C: Tonight at 7:30 p.m., the York County Board of Commissioners is meeting to
  decide whether or not to issue a business permit to the Pottery Works. No one other than
  president Redwing understands the legal issues involved or can commit the company.
  Heavy media coverage is expected.
  In the meantime, Tim Belk of Belk Stores just called. He is so impressed with our pottery,
  he thinks it might make a terrific fine arts addition to his stores' offerings. He wants the
  company to come up to make a presentation to his 315 store managers in Charlotte
  about our pottery and convince them they should include the Catawba line. But they will
  only talk to the top guy, no salespeople. The group doesn't meet again for six months.
  The Belk meeting is at the same time as the county commissioners‟ meeting. What do
  we do? Why?

                                               PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                                   PAGE 19
Candidate interview (sample)

Member A:             What do you consider to be your three greatest strengths? Why? How
  have you developed those strengths?
Member B:             What do you consider your three greatest weaknesses? Why? What
  have you done to try to improve?
Member C:             How do you define public relations? What do you think the role of a
  public relations consultant should be? What is it that we do in this business? What can
  you offer this firm that no other competent professional offers? How has the business
  changed in the last several years? What do you see as the three greatest threats to the
  profession today? What are the three top opportunities?
Member A:             What is your philosophy on continuing education for yourself and fellow
  employees? What is the first professional development area on which you would like to
  focus? How will that help you contribute to our firm and advance professionally?
Member B:             What will be your personal achievement goals with our firm? What
  makes you want to work for our firm? Where do you see yourself in five years? Where do
  you see Epley Associates in five years?
Member C:             Are there any specific clients or types of clients for which you could not
  work? If so, which ones? Why?



                                                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                                    PAGE 20
What does a farmer need?
• The right conditions

  – Break up the clods



  – Give „em enough light and water



  – Give „em room to grow


                            PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                PAGE 21
What does a farmer need?
• The right care
  – Put a stake in the ground
  – Model and expect growth
  – Fertilize liberally




                           PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                               PAGE 22
What does a farmer need?
• The right care

  – Cross-pollinate and rotate crops



  – Talk to them and celebrate good growth



  – Prune when needed


                             PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                 PAGE 23
What does a farmer need?
• The right attributes
   – Ability to connect the dots
   – Ability to identify and attract flies




                                     PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                         PAGE 24
What does a farmer need?
• The right attributes
   – Ability to see alternate futures and choose




                                  PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                      PAGE 25
What does a farmer need?
• The right attributes
   – Understanding of persuasion, motivation and
     communication

                                  Aristotle (aka “The
                                        Dude”)


                    ”. . .the ability, in each particular case, to see
                           the available means of persuasion."




                                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                    PAGE 26
Some things have changed . . .




              PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                  PAGE 27
Communication then
• Way long ago . . .
   » Word of mouth
   » Parchment
   » Walls and rocks
• Pretty long ago . . .
   »   Speeches
   »   Town criers
   »   Handbills, posters
   »   Newspapers
• Not too long ago . . .
   » Newspapers, TV and radio
   » Billboards
                                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                    PAGE 28
Communication today
•    Newspapers, magazines            •   Guerilla marketing                   •       Facebook
•    Radio + satellite                •   Billboards                           •       Twitter
•    TV                               •   Blogs                                •       LinkedIn
•    Websites/microsites/streams      •   Posters and signs                    •       Tumblr/Posterous
•    Phone, fax                       •   YouTube, U-Stream                    •       FriendFeed
•    Wall, rocks                      •   Direct mail                          •       Ning
•    Movies                           •   E-mail                               •       Meetings
•    Brochures                        •   Online chats                         •       Mobile marketing
•    Planes, trains and automobiles   •   Annual reports                       •       Apps
•    Skywriting                       •   Newsgroups                           •       Sports events
•    Bathroom urinals                 •   Posters                              •       Taxi cabs
•    Point-of-purchase displays       •   Staged events                        •       Flash mobs
•    Leaflets                         •   SMS/MMS                              •       Tweet-ups
•    Cereal boxes                     •   MP Games                             •       Coffee mugs
•    iPads                            •   Sponsorships                         •       Oh yeah, speeches, too


                                               PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                                   PAGE 29
But most things haven‟t changed




               PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                   PAGE 30
Business hasn‟t changed
“A wise ruler ought never to keep faith when by         “In the end, you're measured not by how much you
doing so it would be against his interests.”            undertake but by what you finally accomplish.”
           “Benefits should be conferred gradually; and in that way they will taste better.”




 “Politics have no relation to morals.”           “It is better to be feared than loved, if you cannot be both.”

                        “The new ruler must determine all the injuries that he will need to
                        inflict. He must inflict them once and for all.”

                                                    PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                                        PAGE 31
And politics certainly haven‟t changed




                   PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                       PAGE 32
Boring guy blathering on   Opponent hamming it
  precursor to C-Span         up for camera                                 Early texting




                                                                                                           Horse-
                                                                                                         trading in
                                                                                                        the gallery




                                        Empty seats of senators who
                                         took off early for vacation.
                                 PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                     PAGE 33
Humans haven‟t changed




                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                    PAGE 34
Tell me less about how it came to be
  and more what it means to me.
                  PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                      PAGE 35
What persuades us?




                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                    PAGE 36
What persuades us?




    Logos      Ethos                                                 Pathos


                 PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                     PAGE 37
Credibility

   Trust
    +
 Expertise
    +
 Dynamism


     PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                         PAGE 38
Okay, so that‟s how we‟re persuaded;
        what motivates us?




                 PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                     PAGE 39
Motivators
                                                           Pain




                 vs.




      Pleasure



                  PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                      PAGE 40
Motivators
                                                         Fear




               vs.




        Hope




                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                    PAGE 41
Motivators
                                                           Rejection




                   vs.




      Acceptance


                    PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                        PAGE 42
Motivators
                                                         Shame




               vs.




       Pride


                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                    PAGE 43
Feelings change attitudes & behaviors
•   Pleasure – Pain
•   Hope – Fear
•   Acceptance – Rejection
•   Pride – Shame




                 And it happens one individual at a time . . .

                            PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                PAGE 44
Consulting success:
A 12-step program




         PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                             PAGE 45
Step 1: Be a student of humans
• Study and be fascinated by people
• Study how we think and act as
  individuals/groups
  »   Psychology
  »   Philosophy
  »   Political science
  »   Literature
  »   Sociology
  »   History
  »   Communication
  »   Religion
                          PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                              PAGE 46
Step 2: Be a student of yourself




                   PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                       PAGE 47
Step 3: Be an expert
• In your business
• In your client‟s business
   »   Organization
   »   Environment
   »   Issue/product/service
   »   Competition
   »   Past/present/future
• Business, finance, politics
• Local/U.S./global events


                               PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                                   PAGE 48
Step 4: Try on someone else‟s shoes




                  PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                      PAGE 49
Step 5: Appeal to basic human instincts
                  • What happened?
                  • Are my family and I safe?
                  • Is this good or bad for me and
                    my family? My friends?
                  • Is this good or bad for the
                    environment?
                  • Who is responsible?
                  • Who should be rewarded or
                    punished?
                  • How and when are things
                    going to be fixed?
                  • What will this do for me?
                  • Is this the right thing to do?

                   PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                       PAGE 50
Step 6: KISS
• Brevity is the soul of wit (and effective
  messages)
• If it‟s easier to:
   » Write
• Then it‟s easier to:
   » Adapt
• Which makes it easier to:
   » Remember

                           PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                               PAGE 51
Step 7: Show you care




               Awwww . . .

                       PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                           PAGE 52
Step 8: Show a creative spark




                  PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                      PAGE 53
Step 9: “Be the ball, Danny”




                   PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                       PAGE 54
Step 10: Learn to ask and listen




                   PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                       PAGE 55
Step 11: Choose wisely




                  PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                      PAGE 56
Step 12: Go forth and conquer




              PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                  PAGE 57
The facts of life




        PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                            PAGE 58
Excellence takes time

           PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                               PAGE 59
It‟s back-breaking work

            PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                PAGE 60
Sometimes there‟s a bumper crop . . .




                 . . . and sometimes there‟s not
                        PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                            PAGE 61
You can‟t fix stupid – or lazy
               PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                   PAGE 62
Some of it is hard-wired
            PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                PAGE 63
Sometimes the gods are with you,
and sometimes they‟re crazy (or just plain mean)
                        PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                            PAGE 64
No one bats .1000, but
you‟ll never reach the
  fences unless you
    keep swinging




           PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                               PAGE 65
You must remember this . . .
• Successful consulting is based on fundamental
  truths about who we are as humans.
• Successful consultants study those truths and learn
  how to apply them.
• Successful consultants learn how to have fun and
  be fun to be around while doing that.




                           PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                               PAGE 66
Thank you!
(and may the Forge be with you)


      Roger M. Friedensen, APR
      President | CEO
      roger@forgecommunications.com
      @RogerFriedensen
      @ForgeComm
          facebook.com/ForgeCommunications


                PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED |
                                                                                                    PAGE 67

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Counselors Are Made, Not Born: How to Grow Counselors, Not Tacticians

  • 1. Counselors Are Made Not Born: How to Grow Counselors, Not Tacticians Presentation by Roger M. Friedensen, APR President | CEO Designing Reputations | Building Value © 2011 Forge Communications, LLC | All Rights Reserved.
  • 2. How many times has this happened to you? Day One PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 2
  • 3. Day Two PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 3
  • 4. You may ask yourself, „Well, how did I get here?‟ PRESENTATION TO COUNSELORS ACADEMY| 5.13.11 | CONFIDENTIAL | PAGE 4
  • 5. With any luck today, we‟ll get… • Common definition of a counselor • List of desirable traits • Role model for all of us • Tips on how to find and grow good ones • A 12-step program for new hires PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 5
  • 6. What is a “counselor”? • Let‟s first agree on what a “counselor” – a public relations counselor – is and is not. • A counselor is: – NOT an order taker. – NOT a project manager. – NOT a sales person. – NOT a librarian or documentarian. – NOT someone who thinks s/he has ALL the answers ALL the time. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 6
  • 7. What is a “consultant”? PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 7
  • 8. A counselor • Is introspective, cooperative and attentive. • Has strong desire to help others. • Communicates in personalized manner. • Is positive and kind. • Listens well. • Can often detect others‟ emotions or intentions. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 8
  • 9. A counselor • Values harmony (home and work). • Plays well with others. • Helps things run smoothly. • Serves as “barometer” of morale. • Understands complex issues and individuals. • Has intricate personality and rich inner life (*) (*) Notice we didn‟t say rich outer life… PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 9
  • 10. A counselor • Prefers behind-the-scenes influence. • Develops personal rapport with clients and coworkers. • Needs quiet time to reflect and re-energize. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 10
  • 11. A counselor • Is abstract in speech, cooperative in pursuing goals. • Integrates competing demands diplomatically. • Functions best in mentoring or advocacy roles. • Values meaningful communication and relationships. • Searches for profound truths hidden beneath the surface • Speaks often in metaphors . • Is enthusiastic about possibilities. • Strives for self-renewal. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 11
  • 12. So what do we do? • All in all, it‟s pretty simple. We solve problems to help people and groups of people get better at what they want to do. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 12
  • 13. How do we do it? • Combine fundamental principles of human psychology and behavior with planned communications to inform, persuade and motivate (sounds pretty easy, doesn‟t it?). PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 13
  • 14. The question at hand Strategic PR consultant who can make me money How do we find others who can do it, too? PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 14
  • 15. Our heroes PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 15
  • 16. What does a farmer need? • The right seeds – Find good sources and buy highest quality. – Plant perennials, not annuals (though they may be pretty) – Buy heirlooms (but avoid “Charles Emerson Winchester” variety). – Trust, but verify. OR Yes No PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 16
  • 17. “The Epley test” PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 17
  • 18. Candidate interview (sample) You have just had a preliminary meeting with Redwing. He is having a meeting with some of the company‟s senior staff in about an hour and wants you to do the following: 1. Draft the three lead paragraphs of a news release for the area's news media on Redwing‟s appointment as CEO. 2. Draft a brief introduction (no more than one page) for the president of the Rock Hill Chamber of Commerce to use in introducing Redwing at a presentation before the Chamber's board of directors. 3. Give thought to and (if time permits) draft a rough outline to how you want to approach the overall program for Catawba Pottery Works, and be prepared to brief the board of directors. Keep in mind this is a new business, i.e., one that needs all the attention and support it can muster. Oh, and since you‟re at the Pottery Works plant, Redwing would like you to sit in on his meeting with senior staff, so bring all of the above to the meeting. This will give you a chance to meet some of the other company officials with whom you‟ll be working. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 18
  • 19. Candidate interview (sample) Member A: Can we realistically meet our objectives with Catawba Pottery Works? How long will it take? Can we do it in the first year? Why? How are you going to make us a household word? When can we see your plan? What will be the basic elements of your plan? How much is it going to cost? Member B: A Rock Hill Herald reporter has been calling all day and approached some of our employees to talk about the business. How should we handle the reporter? Should we do anything at all? Who talks to the reporter? What do we tell the employees about talking to the media? How can we make sure we get a good story? Member C: Tonight at 7:30 p.m., the York County Board of Commissioners is meeting to decide whether or not to issue a business permit to the Pottery Works. No one other than president Redwing understands the legal issues involved or can commit the company. Heavy media coverage is expected. In the meantime, Tim Belk of Belk Stores just called. He is so impressed with our pottery, he thinks it might make a terrific fine arts addition to his stores' offerings. He wants the company to come up to make a presentation to his 315 store managers in Charlotte about our pottery and convince them they should include the Catawba line. But they will only talk to the top guy, no salespeople. The group doesn't meet again for six months. The Belk meeting is at the same time as the county commissioners‟ meeting. What do we do? Why? PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 19
  • 20. Candidate interview (sample) Member A: What do you consider to be your three greatest strengths? Why? How have you developed those strengths? Member B: What do you consider your three greatest weaknesses? Why? What have you done to try to improve? Member C: How do you define public relations? What do you think the role of a public relations consultant should be? What is it that we do in this business? What can you offer this firm that no other competent professional offers? How has the business changed in the last several years? What do you see as the three greatest threats to the profession today? What are the three top opportunities? Member A: What is your philosophy on continuing education for yourself and fellow employees? What is the first professional development area on which you would like to focus? How will that help you contribute to our firm and advance professionally? Member B: What will be your personal achievement goals with our firm? What makes you want to work for our firm? Where do you see yourself in five years? Where do you see Epley Associates in five years? Member C: Are there any specific clients or types of clients for which you could not work? If so, which ones? Why? PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 20
  • 21. What does a farmer need? • The right conditions – Break up the clods – Give „em enough light and water – Give „em room to grow PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 21
  • 22. What does a farmer need? • The right care – Put a stake in the ground – Model and expect growth – Fertilize liberally PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 22
  • 23. What does a farmer need? • The right care – Cross-pollinate and rotate crops – Talk to them and celebrate good growth – Prune when needed PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 23
  • 24. What does a farmer need? • The right attributes – Ability to connect the dots – Ability to identify and attract flies PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 24
  • 25. What does a farmer need? • The right attributes – Ability to see alternate futures and choose PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 25
  • 26. What does a farmer need? • The right attributes – Understanding of persuasion, motivation and communication Aristotle (aka “The Dude”) ”. . .the ability, in each particular case, to see the available means of persuasion." PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 26
  • 27. Some things have changed . . . PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 27
  • 28. Communication then • Way long ago . . . » Word of mouth » Parchment » Walls and rocks • Pretty long ago . . . » Speeches » Town criers » Handbills, posters » Newspapers • Not too long ago . . . » Newspapers, TV and radio » Billboards PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 28
  • 29. Communication today • Newspapers, magazines • Guerilla marketing • Facebook • Radio + satellite • Billboards • Twitter • TV • Blogs • LinkedIn • Websites/microsites/streams • Posters and signs • Tumblr/Posterous • Phone, fax • YouTube, U-Stream • FriendFeed • Wall, rocks • Direct mail • Ning • Movies • E-mail • Meetings • Brochures • Online chats • Mobile marketing • Planes, trains and automobiles • Annual reports • Apps • Skywriting • Newsgroups • Sports events • Bathroom urinals • Posters • Taxi cabs • Point-of-purchase displays • Staged events • Flash mobs • Leaflets • SMS/MMS • Tweet-ups • Cereal boxes • MP Games • Coffee mugs • iPads • Sponsorships • Oh yeah, speeches, too PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 29
  • 30. But most things haven‟t changed PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 30
  • 31. Business hasn‟t changed “A wise ruler ought never to keep faith when by “In the end, you're measured not by how much you doing so it would be against his interests.” undertake but by what you finally accomplish.” “Benefits should be conferred gradually; and in that way they will taste better.” “Politics have no relation to morals.” “It is better to be feared than loved, if you cannot be both.” “The new ruler must determine all the injuries that he will need to inflict. He must inflict them once and for all.” PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 31
  • 32. And politics certainly haven‟t changed PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 32
  • 33. Boring guy blathering on Opponent hamming it precursor to C-Span up for camera Early texting Horse- trading in the gallery Empty seats of senators who took off early for vacation. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 33
  • 34. Humans haven‟t changed PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 34
  • 35. Tell me less about how it came to be and more what it means to me. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 35
  • 36. What persuades us? PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 36
  • 37. What persuades us? Logos Ethos Pathos PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 37
  • 38. Credibility Trust + Expertise + Dynamism PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 38
  • 39. Okay, so that‟s how we‟re persuaded; what motivates us? PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 39
  • 40. Motivators Pain vs. Pleasure PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 40
  • 41. Motivators Fear vs. Hope PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 41
  • 42. Motivators Rejection vs. Acceptance PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 42
  • 43. Motivators Shame vs. Pride PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 43
  • 44. Feelings change attitudes & behaviors • Pleasure – Pain • Hope – Fear • Acceptance – Rejection • Pride – Shame And it happens one individual at a time . . . PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 44
  • 45. Consulting success: A 12-step program PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 45
  • 46. Step 1: Be a student of humans • Study and be fascinated by people • Study how we think and act as individuals/groups » Psychology » Philosophy » Political science » Literature » Sociology » History » Communication » Religion PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 46
  • 47. Step 2: Be a student of yourself PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 47
  • 48. Step 3: Be an expert • In your business • In your client‟s business » Organization » Environment » Issue/product/service » Competition » Past/present/future • Business, finance, politics • Local/U.S./global events PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 48
  • 49. Step 4: Try on someone else‟s shoes PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 49
  • 50. Step 5: Appeal to basic human instincts • What happened? • Are my family and I safe? • Is this good or bad for me and my family? My friends? • Is this good or bad for the environment? • Who is responsible? • Who should be rewarded or punished? • How and when are things going to be fixed? • What will this do for me? • Is this the right thing to do? PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 50
  • 51. Step 6: KISS • Brevity is the soul of wit (and effective messages) • If it‟s easier to: » Write • Then it‟s easier to: » Adapt • Which makes it easier to: » Remember PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 51
  • 52. Step 7: Show you care Awwww . . . PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 52
  • 53. Step 8: Show a creative spark PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 53
  • 54. Step 9: “Be the ball, Danny” PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 54
  • 55. Step 10: Learn to ask and listen PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 55
  • 56. Step 11: Choose wisely PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 56
  • 57. Step 12: Go forth and conquer PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 57
  • 58. The facts of life PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 58
  • 59. Excellence takes time PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 59
  • 60. It‟s back-breaking work PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 60
  • 61. Sometimes there‟s a bumper crop . . . . . . and sometimes there‟s not PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 61
  • 62. You can‟t fix stupid – or lazy PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 62
  • 63. Some of it is hard-wired PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 63
  • 64. Sometimes the gods are with you, and sometimes they‟re crazy (or just plain mean) PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 64
  • 65. No one bats .1000, but you‟ll never reach the fences unless you keep swinging PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 65
  • 66. You must remember this . . . • Successful consulting is based on fundamental truths about who we are as humans. • Successful consultants study those truths and learn how to apply them. • Successful consultants learn how to have fun and be fun to be around while doing that. PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 66
  • 67. Thank you! (and may the Forge be with you) Roger M. Friedensen, APR President | CEO roger@forgecommunications.com @RogerFriedensen @ForgeComm facebook.com/ForgeCommunications PRESENTATION TO CAPRSA | 5.13.11 | © 2011 FORGE COMMUNICATIONS, LLC | ALL RIGHTS RESERVED | PAGE 67