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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
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


June 5, 2012         D. M. Harris Associates     2
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?

June 5, 2012              D. M. Harris Associates     3
Let’s see what you
            think
      Let’s do the survey!
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



June 5, 2012               D. M. Harris Associates         5
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

June 5, 2012               D. M. Harris Associates     6
How much has the face of
               professionalism changed
               throughout your career?




                 Jack Welch


June 5, 2012                  D. M. Harris Associates   7
Supplier Viewpoint

                                         13.5%
                                         44.9%
                                         26.5%
                                         10.8%
                                         4.3%

June 5, 2012   D. M. Harris Associates          8
Client viewpoint

                                         11.9%
                                         52.5%
                                         20.3%
                                         8.5%
                                         6.8%
June 5, 2012   D. M. Harris Associates          9
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

June 5, 2012         D. M. Harris Associates        10
This was my hypothesis
that the Internet was the
                   cause
      So this was a key question
With the inception of the Internet, has
           the increased informality in
                 communication been
                 a help or a hindrance
                    to professionalism
                   in our work society?




June 5, 2012     D. M. Harris Associates   12
I blame
         Jerry Springer




June 5, 2012              D. M. Harris Associates   13
He gave the green light
                    for bad behavior to be
                    acceptable

June 5, 2012   D. M. Harris Associates        14
Supplier Viewpoint



                                         49.7%


                                         50.3%



June 5, 2012   D. M. Harris Associates      15
Client viewpoint



                                         39%


                                         61%


June 5, 2012   D. M. Harris Associates     16
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.
June 5, 2012         D. M. Harris Associates     17
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?



June 5, 2012    D. M. Harris Associates   18
Supplier Viewpoint



                                         89.2%


                                         10.8%


June 5, 2012   D. M. Harris Associates       19
Client viewpoint



                                         89.8%


                                         10.2%


June 5, 2012   D. M. Harris Associates      20
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!

June 5, 2012         D. M. Harris Associates      21
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




June 5, 2012         D. M. Harris Associates       22
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?
June 5, 2012   D. M. Harris Associates   23
Supplier Viewpoint



                                         96.8%


                                         3.2%


June 5, 2012   D. M. Harris Associates          24
Client viewpoint



                                         96.6%


                                         3.4%


June 5, 2012   D. M. Harris Associates      25
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
June 5, 2012          D. M. Harris Associates      26
Tips for You
    Be ALL there
    Keep it private
    Learn to vibe
    Alert them if expecting an urgent call; excuse
     yourself




June 5, 2012         D. M. Harris Associates      27
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


June 5, 2012         D. M. Harris Associates   28
Supplier Viewpoint

                     2.2%     21.4%       3.2%




                     97.8% 78.6%          96.8%

               Deliverables   Costs       Quality
June 5, 2012                    D. M. Harris Associates   29
Client viewpoint


                   8.5%
                              23.7%




                   91.5%      76.3%      100%

               Deliverables   Costs       Quality
June 5, 2012                     D. M. Harris Associates   30
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
June 5, 2012          D. M. Harris Associates        31
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.
June 5, 2012          D. M. Harris Associates          32
How important is the
     appropriateness of a supplier’s
     clothing attire and grooming in
   your decision-making about what
                     supplier to use?




June 5, 2012     D. M. Harris Associates   33
Supplier Viewpoint


                                         28.1%
                                         57.3%
                                         14.1%
                                         0.5%


June 5, 2012   D. M. Harris Associates      34
Client viewpoint


                                         18.6%
                                         52.5%
                                         25.4%
                                         3.4%


June 5, 2012   D. M. Harris Associates      35
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.

June 5, 2012              D. M. Harris Associates             36
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

June 5, 2012             D. M. Harris Associates           37
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?




 June 5, 2012     D. M. Harris Associates   38
Supplier Viewpoint



                                         68.1%


                                         31.9%


June 5, 2012   D. M. Harris Associates      39
Client viewpoint



                                         27.1%


                                         72.9%


June 5, 2012   D. M. Harris Associates      40
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!
June 5, 2012          D. M. Harris Associates        41
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



June 5, 2012         D. M. Harris Associates        42
How important is a person’s
   etiquette in your decision-making
         about what supplier to use?




June 5, 2012    D. M. Harris Associates   43
Supplier Viewpoint


                                         50.3%
                                         45.9
                                         3.8%



June 5, 2012   D. M. Harris Associates      44
Client viewpoint


                                         39.0%
                                         57.6%
                                         3.4%



June 5, 2012   D. M. Harris Associates     45
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
June 5, 2012          D. M. Harris Associates           46
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
June 5, 2012                D. M. Harris Associates      47
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

June 5, 2012              D. M. Harris Associates                       48
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?”


June 5, 2012               D. M. Harris Associates       49
Client Respondent Information




               93.2%             6.8%

June 5, 2012           D. M. Harris Associates   50
Supplier’s work experience


                                         1.1%
                                         8.6%
                                         8.1%
                                         82.2%


June 5, 2012   D. M. Harris Associates       51
Client’s work experience


                                         5.1%
                                         10.2%
                                         18.6%
                                         66.1%


June 5, 2012   D. M. Harris Associates           52
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




June 5, 2012          D. M. Harris Associates        53
Thank you!
          Diane M. Harris
   D. M. Harris Associates
dmharris@zoomInternet.net

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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 June 5, 2012 D. M. Harris Associates 2
  • 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? June 5, 2012 D. M. Harris Associates 3
  • 4. Let’s see what you think Let’s do the survey!
  • 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 June 5, 2012 D. M. Harris Associates 5
  • 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 June 5, 2012 D. M. Harris Associates 6
  • 7. How much has the face of professionalism changed throughout your career? Jack Welch June 5, 2012 D. M. Harris Associates 7
  • 8. Supplier Viewpoint 13.5% 44.9% 26.5% 10.8% 4.3% June 5, 2012 D. M. Harris Associates 8
  • 9. Client viewpoint 11.9% 52.5% 20.3% 8.5% 6.8% June 5, 2012 D. M. Harris Associates 9
  • 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 June 5, 2012 D. M. Harris Associates 10
  • 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? June 5, 2012 D. M. Harris Associates 12
  • 13. I blame Jerry Springer June 5, 2012 D. M. Harris Associates 13
  • 14. He gave the green light for bad behavior to be acceptable June 5, 2012 D. M. Harris Associates 14
  • 15. Supplier Viewpoint 49.7% 50.3% June 5, 2012 D. M. Harris Associates 15
  • 16. Client viewpoint 39% 61% June 5, 2012 D. M. Harris Associates 16
  • 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. June 5, 2012 D. M. Harris Associates 17
  • 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? June 5, 2012 D. M. Harris Associates 18
  • 19. Supplier Viewpoint 89.2% 10.8% June 5, 2012 D. M. Harris Associates 19
  • 20. Client viewpoint 89.8% 10.2% June 5, 2012 D. M. Harris Associates 20
  • 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! June 5, 2012 D. M. Harris Associates 21
  • 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 June 5, 2012 D. M. Harris Associates 22
  • 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? June 5, 2012 D. M. Harris Associates 23
  • 24. Supplier Viewpoint 96.8% 3.2% June 5, 2012 D. M. Harris Associates 24
  • 25. Client viewpoint 96.6% 3.4% June 5, 2012 D. M. Harris Associates 25
  • 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 June 5, 2012 D. M. Harris Associates 26
  • 27. Tips for You  Be ALL there  Keep it private  Learn to vibe  Alert them if expecting an urgent call; excuse yourself June 5, 2012 D. M. Harris Associates 27
  • 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 June 5, 2012 D. M. Harris Associates 28
  • 29. Supplier Viewpoint 2.2% 21.4% 3.2% 97.8% 78.6% 96.8% Deliverables Costs Quality June 5, 2012 D. M. Harris Associates 29
  • 30. Client viewpoint 8.5% 23.7% 91.5% 76.3% 100% Deliverables Costs Quality June 5, 2012 D. M. Harris Associates 30
  • 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 June 5, 2012 D. M. Harris Associates 31
  • 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. June 5, 2012 D. M. Harris Associates 32
  • 33. How important is the appropriateness of a supplier’s clothing attire and grooming in your decision-making about what supplier to use? June 5, 2012 D. M. Harris Associates 33
  • 34. Supplier Viewpoint 28.1% 57.3% 14.1% 0.5% June 5, 2012 D. M. Harris Associates 34
  • 35. Client viewpoint 18.6% 52.5% 25.4% 3.4% June 5, 2012 D. M. Harris Associates 35
  • 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. June 5, 2012 D. M. Harris Associates 36
  • 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 June 5, 2012 D. M. Harris Associates 37
  • 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? June 5, 2012 D. M. Harris Associates 38
  • 39. Supplier Viewpoint 68.1% 31.9% June 5, 2012 D. M. Harris Associates 39
  • 40. Client viewpoint 27.1% 72.9% June 5, 2012 D. M. Harris Associates 40
  • 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! June 5, 2012 D. M. Harris Associates 41
  • 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 June 5, 2012 D. M. Harris Associates 42
  • 43. How important is a person’s etiquette in your decision-making about what supplier to use? June 5, 2012 D. M. Harris Associates 43
  • 44. Supplier Viewpoint 50.3% 45.9 3.8% June 5, 2012 D. M. Harris Associates 44
  • 45. Client viewpoint 39.0% 57.6% 3.4% June 5, 2012 D. M. Harris Associates 45
  • 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 June 5, 2012 D. M. Harris Associates 46
  • 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 June 5, 2012 D. M. Harris Associates 47
  • 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 June 5, 2012 D. M. Harris Associates 48
  • 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?” June 5, 2012 D. M. Harris Associates 49
  • 50. Client Respondent Information 93.2% 6.8% June 5, 2012 D. M. Harris Associates 50
  • 51. Supplier’s work experience 1.1% 8.6% 8.1% 82.2% June 5, 2012 D. M. Harris Associates 51
  • 52. Client’s work experience 5.1% 10.2% 18.6% 66.1% June 5, 2012 D. M. Harris Associates 52
  • 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 June 5, 2012 D. M. Harris Associates 53
  • 54. Thank you! Diane M. Harris D. M. Harris Associates dmharris@zoomInternet.net

Notas do Editor

  1. 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.
  2. 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.
  3. What surprised me was how far this study went around the world with the help of social media, in particular LinkedIn.
  4. 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.
  5. 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.
  6. These were a few key comments from clients for each question.
  7. 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.
  8. 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.
  9. 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”.
  10. Again, clients and suppliers agree this type of behavior is inexcusable!
  11. All comments are from clients.
  12. This was a three part question and the results surprised me!
  13. 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.
  14. Suppliers have higher standards for themselves than do clients in this area. However there is a line that once crossed is not easily recovered.
  15. 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.
  16. 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.