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Professionalism: Has technology changed what clients expect?
1. Professionalism:
Has technology changed
what clients expect?
What You Need to Know to Build
Business Success!
Presented by Diane M. Harris
D. M. Harris Associates
2. Our time together
How this topic arose
You’ll take the short survey
Explain the research conducted
Findings of research conducted with clients &
suppliers; data and qualitative
Tips to improve how clients view you as a
professional
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3. Professionalism
Professionalism Committee’s annual
presentation
Change it up and get more practical
My personal observation over my career
We’ve gotten more casual
Was it because of the speed of business?
The Internet?
Or just what?
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5. About the research
Did Qualitative prior to Quantitative
Sources of respondents – not random
My clients, QRCA friends and their clients
LinkedIn – nine different groups
Responses from around the world
Asia, Romania, France, Spain, United Kingdom,
Australia, Mexico, South Africa and Canada
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6. About the survey
244 responses
59 clients and research buyers (55 actual
qualitative research buyers)
185 research suppliers
45 pages of comments!
Many e-mailed or left appreciative comments
Hypothesized younger would react differently
I was wrong
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7. How much has the face of
professionalism changed
throughout your career?
Jack Welch
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8. Supplier Viewpoint
13.5%
44.9%
26.5%
10.8%
4.3%
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9. Client viewpoint
11.9%
52.5%
20.3%
8.5%
6.8%
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10. Comments
It seems like time & money is an excuse to
forget professionalism
People are more casual now, which isn’t
always good
Expectations of instant response have led to
communication without critical thinking
“Formalism” has changed, but not
professionalism
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11. This was my hypothesis
that the Internet was the
cause
So this was a key question
12. With the inception of the Internet, has
the increased informality in
communication been
a help or a hindrance
to professionalism
in our work society?
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13. I blame
Jerry Springer
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14. He gave the green light
for bad behavior to be
acceptable
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16. Client viewpoint
39%
61%
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17. Comments
I appreciate the more efficient information
transfer . . . More details come faster
When done properly, the informality invites
engagement, but the lack of discipline has
hindered quality of thinking and quality of
communication
It can tend to not be respectful of another’s
time/schedule, is interruptive and undermines
professional presentation.
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18. If you receive written
correspondence from a supplier that
has typos, text/Internet abbreviations
or incomplete sentences, does that
affect your decision
to do business
with them?
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20. Client viewpoint
89.8%
10.2%
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21. Comments
Demonstrates sloppiness, a lack of
thoroughness and commitment
If I KNOW them, I can forgive some typing
errors. If I DON’T know them, typos can cast
a bad impression
Mrs. Roland is still whispering in my ear that
“your writing is a reflection of your
competence.” I believe it!
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22. Tips for You
Type e-mail like a business letter
Keep it short and simple
Don’t just use spell check; proofread it
Don’t send an e-mail when angry
Don’t send anything confidential via e-mail
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23. When having a face-to-face
conversation with a business
associate or supplier and they
take a cell phone call that is
not an emergency or text
during your conversation,
does this affect your
impression of their
professionalism in
a negative way?
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25. Client viewpoint
96.6%
3.4%
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26. Comments
That would be the last conversation I had
with them
When you are in the meeting, you are IN the
meeting
It tells me they don’t have good manners and
I’m not important to them
I’ll ask the person to leave the meeting
Non-urgent calls are unforgivable, but it’s
important to be flexible and allow urgent calls
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27. Tips for You
Be ALL there
Keep it private
Learn to vibe
Alert them if expecting an urgent call; excuse
yourself
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28. If the following business actions occurred,
would it affect your decision to do
business again with a supplier?
Deliverables and deadlines were
not on time
Costs were +10% higher
than bid
Quality of deliverables
did not meet your
expectations
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29. Supplier Viewpoint
2.2% 21.4% 3.2%
97.8% 78.6% 96.8%
Deliverables Costs Quality
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30. Client viewpoint
8.5%
23.7%
91.5% 76.3% 100%
Deliverables Costs Quality
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31. Comments
If a study runs long, the recruit more difficult,
etc. first check then add 10% is okay, but
deadlines and especially work quality is not
negotiable.
Sometimes higher costs are justified by client
actions
Higher costs I can live with as long as I’m
informed while the study is going on and
given options
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32. Tips for You
Keep your word; Integrity, integrity, integrity
No surprises, inform client of changes before
the fact
Return phone calls and e-mails promptly
Take ownership and responsibility for your
work
You don’t know if your client will be the
forgiving type, so strive for 100% on time, on
budget.
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33. How important is the
appropriateness of a supplier’s
clothing attire and grooming in
your decision-making about what
supplier to use?
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34. Supplier Viewpoint
28.1%
57.3%
14.1%
0.5%
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35. Client viewpoint
18.6%
52.5%
25.4%
3.4%
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36. Comments
Don’t smell bad or have dirty fingernails
First impressions mean something. They don’t need
to come in a suit and tie but they need to look neat
and know what they are talking about.
I consider it very demeaning if the supplier is not
appropriately dressed
“executional distractions” are not helpful, if all else is
equal, then certainly the one with fewer wardrobe
malfunctions would get the business.
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37. Tips for You
You are a brand; anchor yourself in a stable image
Business casual; think business first, casual second
Dress for the job you want
Err on the side of formality
Mirror or better the client’s dress code
Invest in quality not quantity; shoes, pens, briefcase,
handbag
Showing up unshaven, wet hair etc. signals
unorganized, lazy or lack of respect
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38. If you travel by air and the supplier
upgrades to first class because they
have a premier frequent flier status and
you sit in coach, does that affect your
impression negatively of them?
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40. Client viewpoint
27.1%
72.9%
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41. Comments
It shouldn’t matter but it does
It would be nice to have the time to discuss
business, but I wouldn’t begrudge them the
upgrade
I would love it if they would offer me their seat
or to switch halfway; nice and professional
gesture
Personal manners count
Good for them!
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42. Tips for You
Think of the relationship first
You don’t know which viewpoint your client
might have
Err on the side of generosity (who is paying
the bill)
Use your judgment
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43. How important is a person’s
etiquette in your decision-making
about what supplier to use?
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44. Supplier Viewpoint
50.3%
45.9
3.8%
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45. Client viewpoint
39.0%
57.6%
3.4%
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46. Comments
You have to sell yourself! You are the
product you are selling.
I will not do business with a slob no matter
how good the person is
It’s very important that a vendor know how to
conduct or participate in a meeting, e.g.
weirdness is a death-knell
Similarly to clothing, if it were really bad, it
would make me wonder about them
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47. Tips for You
Dining & Entertaining
Go with what you know
Choose table in advance
Settle the bill early
Talk business later
Don’t order food that’s hard to chew or cut
Don’t overindulge in food or drink
The guest orders first
All guests should be served before eating
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48. Formal Dinner Place
Setting
1. Napkin 6. Dinner Plate 11. Butter Knife
2. Fish Fork 7. Dinner Knife 12. Desert silverware
3. Main Course Fork 8. Fish Knife 13. Water Glass
4. Salad Fork* 9. Soup Spoon 14. Red Wine Glass
5. Soup Bowl and 10. Bread and Butter 15. White Wine Glass
Plate Plate
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49. Tips for You
Proper etiquette
Ask open-ended questions
Don’t start sentences with “I” continuously
Send a thank you note, hand-written
Don’t interrupt
Profanity=less about the language and more
about caring about others
Ask, “May I give you my card?”
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53. Let’s be PROS
Put others first
Relationships are the key to success
On your honor, on time and on budget
Show respect for yourself, it instantly shows
respect for others
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54. Thank you!
Diane M. Harris
D. M. Harris Associates
dmharris@zoomInternet.net
Notas do Editor
The Professionalism Committee of QRCA gives a presentation each year at the conference and this year rather than a more high level discussion of professionalism, I chose to study what constitutes professional behavior in the minds of clients vs. suppliers.
This was an identical survey to the supplier side on-line survey. It was given so attendees would have a personal assessment to compare with the findings of the study.
What surprised me was how far this study went around the world with the help of social media, in particular LinkedIn.
I was quite surprised at the enthusiasm for the topic. Each question had a space for comments which we not required to move to the next question. The client side alone generated 11 pages of single-spaced comments. Plus 34 for the supplier side. I was also pleased and surprised how many people who I did not know requested the findings and took the time to write a personal note about their appreciation for the topic being researched. I had hypothesized that younger respondents would differ in their opinions from older respondents. Though the sample for those with five or less years of experience, they were split in their opinions and perceptions amongst each other and it wasn’t possible to make a generalization about the younger sample.
A slightly higher percentage of suppliers say professionalism has gone down dramatically while a higher percentage of clients said professionalism has gone down moderately in their career.
These were a few key comments from clients for each question.
Before I share the results of this question, let me share with you my belief was that not only the internet but that Jerry Springer is responsible for unleashing society’s acceptance of bad behavior.
Clients believed that the internet has hindered communication in business more so than suppliers. Though I forced a yes-no response which frustrated some respondents, I did it intentionally to force a discussion. And it worked. I received lots of comments about this question.
Both groups are in agreement and most think carelessness is unacceptable and can leave a negative first impression. Has my husband says, “you never get a second chance to make a first impression”.
Again, clients and suppliers agree this type of behavior is inexcusable!
All comments are from clients.
This was a three part question and the results surprised me!
Clients are a little more forgiving about timeliness, especially if they’re alerted ahead of time and more so about costs because they are aware the client’s requests and changes are often the cause of increased costs. However there is NO room for error according to the clients which differs slightly from the suppliers’ viewpoints. The key is suppliers don’t know which side of the fence their client is sitting on.
Suppliers have higher standards for themselves than do clients in this area. However there is a line that once crossed is not easily recovered.
Much to my surprise, clients are very understanding that research suppliers travel a lot and have built up perks. Many don’t envy the travel suppliers have to do and understand they have earned the perks. Again, you may not know how your client feels about this, so err on the side of generosity.
Suppliers were harder on themselves than clients and a significant number of suppliers felt this was very important versus clients. Do note that NO ONE thought this was not at all important and only 3% in each group thought it was not very important.