Tag Archives: business process

When to say “no” to a client

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Hello,   This is Laura Rose, author of the business and time management book: TimePeace: Making Peace with Time, the Book of Answers: 105 Career Critical Situations and Business Marketing for Entrepreneurs  is a certified business and efficiency coach.  And I specialize in professional development, career management, time management, and work life balance strategies.Simply put, I give people the time to be, do and have whatever they want.
I recently recieved the following question about when to say “no” to a client.  I advocate saying “YES” to everything but on your own terms.  Read below for some examples.
1) When should you say no to a client?

    Since you are using the word “client” and not “potential client” – I am assuming that you are already working with this person and something has come up that is not in your wheel-house or expertise.  In this example, you always have your client’s best interest in mind.   Saying “YES” in this example may mean that you find someone else more suited for their need.  You refer him/her to one of your qualified affiliates. 

You want to always give your client the best, and sometimes the “best” is someone else.


2) How do you not lose the client’s future business?
You do not lose the client’s future business but keeping their best interest in mind.  If you are always doing your best (and sometimes your best is to refer them to someone else), you will be rewarded greatly.    You want the client to be totally satisfied at all time.  Therefore, if/when you do refer them to someone else – continue to touch base to make sure your client is totally satisfied with their results.  If they feel that the referal isn’t a great fit, ask and fine-tune their exact requirements.  Find out what is not working.   Then recommend someone else that meets those new requirements.  If you become an opportunity-agent to your client, your client will always return to you.

3) Is there a way to refuse business without offending the client?
Acknowledge that your main goal and purpose is to satisfy the client.  This doesn’t mean that you have to be the one doing the work.  This means that at the end of the day, the client needs to be totally satisfied.  They don’t care if you are the one that solves their issue or someone else.  As long as you provide them the answer (even if it’s sending them to a qualified supplier), you are servicing your client.
The key is to create affiliated partners, joint partners and business referal programs.  This allows you to become the one-stop-shop for your high-profile clients.  They know that you will get them what they need.  You may not know all the answers, but you know where to go to get all the answers.
4) What are the drawbacks of taking on business you don’t feel is a fit for your company?
The adage “Jack of all trades, Master of none” comes to mind.  If you take on a task that is outside your area of genious, you will not be providing high-quality service.  It will take you longer to deliver.  And you will be resenting the time spent on this task. This will affect both your demeanor to the client and your client satisfaction rating.  Your client may not tell you directly, but they will tell others about their disappointment in your product or service.  They will not only “not” refer you but actually recommend people to stay away from your establishment.
  For every 1 official complaint you receive, that client is telling at least 10 other people.  This is also true for every compliment that you receive.

 

How to rebuild confidence after you have been out of work for some time

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Hello, this is Laura Lee Rose – author of the business and time management books TimePeace: Making peace with time  and The Book of Answers: 105 Career Critical Situations– and I am a business and efficiency coach that specializes in time management, project management and work-life balance strategies.  Stephen Wynkoop and I regularly meet on professional development topics. Our interviews can be found at Laura Rose Career Management Series

This week’s topic was “How to rebuild confidence after you have been out of work for some time”

We can have a gap in our resume in a couple of ways:

1)    We are out of work (either by chose or otherwise)

2)    We have been continuously employed but not in the field of our choice.

In either case, employers may hesitate because the fear that technology has passed us by; our skills are obsolete; and we are no longer relevant.

The best way to build confidence after you has been out of work for some time is to actually accomplish tangible and tactile things while you are out of work.   Identify your goals for self-improvement in regards to health, education, presentation skills, networking, and family.  Then accomplish those goals.  Most employers like to hire self-motivated people that can solve their own problems.  By using this gap in employment for some self-assessment and self-improvement (while you are still job searching) is a good use of your time.

Since the main reason for employer’s hesitation in an employment gap is the ability to stay relevant in today’s ever-changing technology, the best advice is to stay relevant regardless of what type or how the gap occurred.  You can do this by:

  • Use the gap to learn a new skill, achieve a certification or license
  • Stay active in your profession by volunteering your services to nonprofits or service communities
  • Teach at a local community college,
  • Create online courses in your field of expertise.
  • Speak at local professional organizations or conferences
  • Write articles, blogs or eBooks in your field of expertise
  • Develop YouTube presentations, demos or prototypes as proof of your new skill set.
  • Create a portfolio or press kit of your accomplishments during the gap

Note: If you are volunteering, make sure you are working in the area that will assist you in your job search.  For instance, if you volunteer for the ASPCA and are a web designer – don’t take on the task of emptying out the litter box.  Instead, work on their website, assist with their SEO and engine optimizations, or automate their manual office duties.  Accept tasks that are in line with your next job description.

Then update your resume with your new skills and links to your articles, videos, apps, etc.

The employer’s fear of the “gap” is that you have fallen out of touch with your field.  If you can show that you have sharpened your skills (during the gap), then you have tangible evidence that you are not only still relevant in your field but an expert.

Where do I place these volunteering and other activities in the resume?


Remember that your resume isn’t a list of all your “paid” employment.  It’s a place to highlight your skills and talents.  The fact that you didn’t get paid for your services does not detract from your experience and expertise.   I would place all the relevant professional skills at the top of your resume.  I would also include them in your Work Experience.

The resume doesn’t highlight the salary for each position.  It just highlights your ability and skills.

In the IT Professional Development Toolkit, I go into the: who, what, where, when and how to accomplish all of the above. I also have a transferable skill worksheet.

Also following online courses:

12 Tips for Realistic Scheduling
10 Tips for Telecommuters
 10 Career Boosting Resolution Laser Lesson

10 Hidden Time Waster Laser Lesson

Get That Well-Deserved Raise Laser Lesson
Professional Development Toolkit
It’s a SNAP – Social Networking Accelerated Process for business networking

Or sign up for my weekly Time and Career Management Newsletter at: http://eepurl.com/cZ9_-/

Advice for people who want to do a 180° career change

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CareerChange-300x300Hello, this is Laura Lee Rose – author of the business and time management books TimePeace: Making peace with time  and The Book of Answers: 105 Career Critical Situations– and I am a business and efficiency coach that specializes in time management, project management and work-life balance strategies.  Stephen Wynkoop and I regularly meet on professional development topics. Our interviews can be found at Laura Rose Career Management Series

This week’s topic was “Advice for people who want to do a 180° career change”

What steps do you take to succeed?

Very rarely is that 180° degree career change.  Even when you think you are doing a complete change in careers, you carry with you a set of transferable skills that translate nicely into the next new chapter of your life.  The recommendation is to highlight those shared traits and illustrate how they were the foundations of your next step.  Don’t highlight the differences in your career choices.  Instead highlight the similarities.  Make them understand that this “new career” is the natural next logical step in your advancement (not something totally new).

Some examples of transferable skills can be (but not limited to):

  1. Organizational skills
  2. Multitasking
  3. Project management
  4. Customer Service and Satisfaction
  5. Customer Advocacy
  6. Writing/Editing
  7. Creating/Innovation
  8. Process Improvement – Quality Assurance
  9. Detail oriented
  10. Problem Solving
  11. Solution oriented
  12. Time management

 

Even a pastry chef and a surgeon (careers you may feel have nothing in common) will have transferable skills in common.  It is the transferable skills that make us excel in a multitude of environments.

What’s the first step in transitioning into a different career?

One recommendation is to start building your Press Kit or portfolio on your new career now, when you are still in your current career.  The assumption is that you are already following your passions in the form of a side-job or hobby.  Take that hobby to the next step.

For instance, what if your new ‘wish list’ career is that pastry chef?  Chances are that you are already baking for your family and friends.  You are already conducting catering service for your community of followers.  There are several steps you can take, while you are still in your current career.

1)    Take pictures and video of your pastry and catering events.

2)    Create your pastry website, logo and brand

3)    Create your brochures and business cards

4)    Collect testimonials from friends, family and your community

5)    Create your facebook and linkedin social media pages

6)    Take culinary classes in your desired wish list career

7)    Start blogging and send out social media posting that illustrate your expertise

8)    Publicize that you are available for catering events

9)    Collaborate with other entrepreneurs and offer to cater their catalyst events

10) Give your pastry as appreciation gifts at your office

11) Offer to cater the office parties and meetings

12) Create your pastry business plan

13) Create a resume based on your graphics experience and client testimonials

The goal is to start building and collecting the proper experience and resume, while you are still in your current career.

What if you are current a teacher’s assistant and you want to break into graphic design.

  • Highlight your training materials and your PowerPoint and graphic tools used in your previous teaching position.
  • Highlight and/or create a portfolio of your graphic designs and presentations.
  • Obtain your certification in graphic designs.
  • Offer your services to some non-profits or small business owners.  Then use their testimonials in your portfolio.
  • Update your social media pages with your graphic designs
  • Create a resume based on your graphics experience and client testimonials

The goal is to jump from engineer to management.  What steps to you take?

  • Take leadership and management course
  • Offer your services to sibling departments
  • Propose a money-saving project and lead it
  • Create a small team on your project idea and lead it
  • Accept a project management position for a non-profit or community volunteer position.
  • Update our resume with these experiences

 

Final tip is to create an Individual Development Plan.  Outline your gaps between where you are and where you want to be.  Identify the steps, tools, studies or certifications that you need to accomplish those goals.  And setup your milestones, deadlines, accountability partners, and reasonable forcing functions to assure success.

In the IT Professional Development Toolkit, I go into the: who, what, where, when and how to accomplish all of the above. I also have a transferable skill worksheet.

Also following online courses:

 12 Tips for Realistic Scheduling
10 Tips for Telecommuters
 10 Career Boosting Resolution Laser Lesson

 10 Hidden Time Waster Laser Lesson

 Get That Well-Deserved Raise Laser Lesson
Professional Development Toolkit
It’s a SNAP – Social Networking Accelerated Process for business networking

 Or sign up for my weekly Time and Career Management Newsletter at: http://eepurl.com/cZ9_-/

 

Use that Gap in Your Employment to your advantage

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This is Laura Lee Rose, a business and efficiency coach that specializes in professional development, time management, project management and work-life balance strategies.  The Professional Development Toolkit package covers professional development and real-world IT topics in detail. If you are interested in inexpensive training in these areas,get signed up

I recently received the following questions:
  • How can a job seeker best explain gaps in their resume?
  • What’s the best way for a job seekers to jump back into the workforce after an absence – either planned or otherwise?
  • How does one build confidence after you have been out of work for some time.
Gaps in a resume could be in a couple of forms:

1) an employment gap (out of work)

2) working away from your chosen profession  (not your chosen industry or position)

Even if you have been continually working, but not working in your chosen field or industry, you may feel nervous about applying for that new job.

The best way to build confidence after you have been out of work for some time, is to actually accomplish tangible and tactile things while you are out of work.   Identify your goals for self-improvement in regards to health, education, presentation skills, networking, and family.  Then accomplish those goals.  Most employers like to hire self-motivated people that can solve their own problems.  By using this gap in employment for some self-assessment and self-improvement (while you are still job searching) is a good use of your time.

Since the main reason for employer’s hesitation in an employment gap is the ability to stay relevant in today’s ever-changing technology, the best advice is to stay relevant regardless of what type or how the gap occurred.  You can do this by:

  • Use the gap to learn a new skill, achieve a certification or license
  • Stay active in your profession by volunteering your services to nonprofits or service communities
  • Teach at a local community college,
  • Create online courses in your field of expertise.
  • Speak at local professional organizations or conferences
  • Write articles, blogs or ebooks in your field of expertise
  • Develop YouTube presentations, demos or prototypes as proof of your new skill set.
  • Create a portfolio or press kit of your accomplishments during the gap
Then update your resume with your new skills and links to your articles, videos, apps, etc.
The employer’s fear of the “gap” is that you have fallen out of touch with your field.  If you can show that you have sharpened your skills (during the gap), then you have tangible evidence that you are not only still relevant in your field but an expert.

In the Professional Toolkit, I provide worksheet, templates and guidance on how to accomplish these things.    In my Book of Answers: 105 Career Critical Situations, I have 105 work-life scenarios like the above.  The scenarios show how to accomplish your goals in similar situation.
For more information on how to get this toolkit or the “Book of Answers“, please contact LauraRose@RoseCoaching.info

Employers that interview but never hires.

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This is Laura Lee Rose, a business and efficiency coach that specializes in professional development, time management, project management and work-life balance strategies.  In my Professional Development Toolkit package , I go into professional development and real-world IT topics in detail. If you are interested in more training in these areas, get signed up

 I know the usual reasons for not hiring a particular individual, such as under-qualification or just-not-a-fit; but what are the reasons employers interview and then decide not to hire anyone?

There are often different reasons why employers interview and then don’t hire.  Because reasons are normally asynchronous to the hiring process, they are less evident.

Since the interview process takes time and money (from advertizing for the position, filtering and sorting incoming resumes, initial candidate screening and the interview meeting),no company goes into this process with the idea that “they do not intend to really hire anyone”.  They enter this process with the full intention of finding good candidates and eventually a good employee.

But because this process takes time, things can change during the interview process itself.  The longer it takes to find someone, the higher the risk of something changing.
Some things that they may realize during the interview process are:

1) The longer it takes to find the right person, the higher the risk that they realize that this position isn’t as critical as first thought.  They may feel that they are doing fine without the extra hand.  After viewing several candidates, they realize that they rather train and promote from within. Or they find that they have actually completed the project that they were trying to hire.
2) The position disappears because of an re-organization or business strategy change. It could be combined with some other role or eliminated altogether.
3) A new project management strategy is instituted such that either the schedule is extended to allow the current resources to handle the added tasks; or the project scope is diminished such that the current resources are satisfactory.
4) A hiring freeze was just initiated.
5) A different way of subsidizing the resources is implemented instead. This could be a short-term contractor, an affiliated partner is providing the service (outsourcing), the company decides to eliminate that service altogether (and refer clients to their referral partners)

It’s important for job seekers to not take it personally, and work hard to stay on these potential employer’s radar.  Things change – which means things will change again.  If you stay on their radar (through continued business networking techniques), when things change back again, you are on the top of their Rolodex.

In the Professional Toolkit, I provide worksheet, templates and guidance on how to accomplish these things.    The Book of Answers: 105 Career Critical Situations  contains 105 work-life scenarios like the above.  The scenarios show how to accomplish your goals in similar situation.

For more information on how to get this toolkit or the “Book of Answers” email LauraRose@RoseCoaching.info

3 resolutions job seekers should make for 2014

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3 resolutions job seekers should make for 2014

1)  In addition to cleaning up your digital footprint on your various social networks, increase your professional exposure on those same networks.  For instance, upgrade your LinkedIn.com account to the pro account for better access to people you don’t currently know but want to know; create video presentations on YouTube to illustrate your expertise, professionalism and ease of conveying difficult concepts to others.

2) Start clearly articulating your career goals to at least one person every day.  Don’t just use your 30 second or elevator speech at official networking events.  Use it everywhere and at everyone you meet from standing in line at the grocery store to attending sporting events.

3) Ask other people about their career goals at least once a day.  Collecting data on what other people are interested in and working on provides you an easy way to introduce your  transferable talents into the conversation.  Promoting your transferable skills (skills that are useful in various roles and positions) expands your job opportunities past just one career position.

The best way to follow-through on these things is to create a Marketing and Client Attraction Plan (included in the Professional Development Toolkit).   This plan outlines the type of people you want to network with, how often you want to network with them, and actually mark the dates/times on your calendar in which you will be doing these activities.  Setting up an accountability partner (like a spouse, friend, business coach) such that you have an external commitment to follow-through is another way to stay on track.

If you are interested in this type of information, check out some of the online courses (many are free) at Udemy.

5 Things a new hire should do before attending their first performance review.

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What advice do you have for a new hire about to attend his or her first performance review?

There are several things a new hire should be doing throughout the year (prior to their first performance review).  The performance review or evalutation process really starts on day 1; not just on the day of the meeting.
Therefore, from day 1:

1) They should take the initiative to schedule regular (weekly) one-on-one meetings with their manager.  These meetings can be as short as 15-20 minutes in length.  The idea is to have frequent meetings with your manager about your challenges, your accomplishments, your questions, and your performance.  If you take the initiative to set these up, you will always know where you stand in regards to a performance review.

2) They should already have created a Personal Business Commitment plan with their manager (use your weekly one-on-one meetings with your manager to do this).  The PBC outlines your role, responsibilities, expectations and success criteria for your position.  Once you have your commitments outlined, the new hire should create specific SMARTER goals on how they will accomplish those goals and how they plan to track and prove their progress on those items.

3) They should create an Accomplishment Folder and collect any and all awards, recognitions, thank you notes, and accomplishments in this folder (as it is happening).  Trying to remember everything that you have accomplished the day before the performance review is short-changing yourself.  Most people will remember the last thing you’ve done (which could be good or bad).  But if you deliberately collect the information as you go along, you won’t be missing some important achievements.

4) Understand how the performance evaluation and bonus process works at the company.  For instance: Many companies pool all their employees of a specific level or pay grade together (i.e. across department).  For instance, all band or grade level 8 employees are compared against each other; all band or grade level 9 employees are compared against other band 9 employees, etc.  regardless of their departments.  All the managers that have band 9 employees will be evaluating your work against the other band 9 employees.  If your manager is the only one that knows your work and value to you bring to the company, you may not do well in that meeting.  The more managers in that room that know who you are, what your bring to the company, and your tangible results to the company’s mission/vision/goals – the better.  So- if you know up front that this is how your company does performance ranking, then you will be making sure to market and brand your value to not only your manager but to sibling departments and managers.  You will realize that business marketing is an important part of the performance evaluation process.
5) In one of your regular one-on-one manager meetings, request for a mock performance evaluation session in mid-season or even every quarter.  Not only will you get practice in the performance review meeting, you will get an early report (with time to correct your path) and be able to understand how exactly the evaluation process will proceed.  This is a great opportunity to ask your manager everything that you need to ask (with time to correct your path) without penalty.

In general – if you document your goals, expectations, and accomplishments as you go along (and continue to be open and transparent with your manager) on a weekly basis, you will be well repaired fo the reivew and not have a surprise at your performance evaluation.

If you are interested in more information along these lines, check out some of the free online career management courses on Udemy.com

Check out the Get That Well-Deserved Raise Laser Lesson
Check out the Professional Development Toolkit

 

One mistake most career changers make.

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The one mistakes most career changers make.

Writing their resume without the “new career” mindset.

Most career changers list their work experience and job tasks in the mindset of the past role or job title INSTEAD of the new career role or title in mind.

For example:  You are a teacher’s assistance and you want to make a career change into Graphic Designer in Instructional Videos and Presentations.  Instead of focusing your resume on everyday teacher assistance duties like watching the children, taking roll-call, distributing supplies and teaching materials, enforcing rules and regulations, etc. — you focus on the various instructional videos and presentation that you created for the classes, parent orientation, and teacher’s brown bag lunch sessions (that you did while you were in that role).  You focus and highlight the graphics and software expertise.  You provide actual video, presentation and audio examples of your work.

I am Laura Lee Rose, author of the books “TimePeace: Making peace with time”  and The Book of Answers: 105 Career Critical Situations.  I am a business and career management coach that focuses on professional development, time management, project management and work life balance strategies.  If you need assistance in taking that leap into a new career, please contact me at LauraRose@RoseCoaching.info

What’s the best way to get promoted?

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What’s the best way to present/position yourself so that higher-ups will want to promote you. With many hiring decisions today made by more tha one person – particularly in larger companies – people need to make themselves “promotable”. So what strategies do you recommend for positioning oneself accordingly? 
Effective Business Networking is still critical for advancement. People do business with people they know, like and trust. As you mentioned in your question, committees are not only responsible for hiring and performance evaluations; but for re-organizational decisions as well.  If your manager is the only one that understands your value to his/her department, you are doing a disservice to yourself.

Quick things to keep in mind:
productyou

  1. Marketing and Branding of the product YOU.  Attack this as the CEO of your own career and the product you are promoting is YOU.
  2. Create a Business, Marketing, Branding and Networking plan that consists of the proper managers, mentors, customers, departments and even technical recruiters.  Include contacts associated with the groups and pay grade (employment level) of your desired promotion levels.  This should be your Marketing Plan to attract your prestigious projects, clients and promotions.
  3. Religiously schedule and follow your network and marketing plan.  Work with a business coach or mentors (of the same experience that you are trying to achieve).
  4. Understand the responsibilities of the pay grade or employee level that you have your eye on — and start accepting those roles.
  5. Align your personal business goals with the company missions/vision/goals – i.e. Actually generate revenue for the company through your performance.  Be able to quantify your performance with tangible numbers of how your direct results increased their revenue, lowered their costs, reduced their time to delivery or sale.
 Think like the owner of a very valuable product (YOU) and you want to get it into the right hands.
The Professional Development Toolkit online course goes into the who, what, where, when, why and how of all of these things.

Pay Raise Up Ahead

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There are some supplemental online courses available on this topic as well:

Get that Well-Deserved Raise at https://www.udemy.com/how-to-get-that-well-deserved-raise/
10 Career Boosting Resolutions at https://www.udemy.com/10-career-boosting-resolutions/
Professional Development Toolkit at https://www.udemy.com/how-to-get-that-well-deserved-raise/

Check them out to see if you are interested in more tips.