Sharpen your influencing strategies

Developing the skills to get what you want done

Doug Miller

Objectives

Before Scales graphic

Overview

This e-book is divided into five parts:

  1. The core skills. This includes a brief overview of the three languages (words, tone and body) and the art of committed listening and questioning.
  2. The six-stage process. This includes the essential element of the mental rehearsal – how you prepare yourself mentally for an influencing situation.
  3. The seven influencing strategies. To have influence without resort to managerial status (the ideal) requires credibility but also a recognition of what strategy to use and when. Strategies to use here include the power of forming coalitions and the use of non-explicit bargaining.
  4. Influencing for intrapreneurs. This includes the application of guerrilla tactics where you, personally, feel weak vis-à-vis a strong organisational culture and how to kill the lethargy virus when the apathy of others kicks in.
  5. Influencing for groups. This includes tapping into the emotions of the group by tuning into their VHF channel – visual, hearing and feeling.

Context

Influencing is an approach to changing another person’s or group’s thoughts, decisions and actions through the use of assertiveness skills but without the use of force or aggression. You meet your needs – and to do this you must be clear on what your needs are – and you also preserve your relationships with the person or people you want to influence. However, in its purest sense, influencing also means that not only do your needs get met but that others’ acceptance of your needs also helps them to meet theirs – be it solving a problem or creating an opportunity for them to do something differently, better, more quickly or at lower cost.

To put this into context for you in your leader/manager role, influencing will help you achieve your goals as you gain the support of:

  • your own team members
  • the team collectively
  • the wider organisation, for example, senior management and other individuals, teams and departments.

In this e-book we look at how your wants and needs (and those of your team) are met by others, anywhere in your organisation, through the use of your own excellent influencing skills.

Challenge

The challenge with influencing, as you may have experienced yourself, is that just because you think something is a good idea – good for you, good for the other person, good for the group or your organisation as a whole – those being influenced may not see it that way. Writer and speaker Zig Ziglar talks of a little radio station we have in our heads known as Radio Station WII FM. This stands for ‘What’s In It For Me?’ People who fail to influence others usually do so because, although they fully understand the ‘me’ from their own point of view, they have not thought about it from the perspective of other people and their own personal inner worlds. Influencing challenges us to adopt excellent communication skills and the appropriate strategies so that we can live in these worlds but also to understand the need to adapt our approach to the culture or the environment in which we operate.

tick ASSESS YOURSELF

Influencing starts with your own perception of your level of influence. Try this simple exercise.

Take a piece of A4 or, preferably, A3 paper. Then draw a diagram that explains how far the level of influence you have as a leader extends. So, to explain a little further. You might decide to draw a spider’s web with all of the strands signifying the network of individual people/teams/departments/institutions you have to interact with as part of your role. Alternatively, you might see your relationships in a much more random way – a mess of spaghetti with each spaghetti strand connecting you with a particular person or institution. Or, perhaps, a collection of arrows or lines connecting you to others with the thickness of the arrow/line depicting the strength of the relationship – broken arrows/lines might mean the relationship is not as strong as it could be. Please do not feel limited by my suggestions – do what comes most naturally. Use of colour can be good. You could use different colours as a code for additional meaning, for example, red for ‘danger – weak relationship’, green for ‘go – relationship firing on all cylinders’.

The point here is that every person’s web will be different, even where two people are doing an identical job. In effect, your web represents the extent to which you feel your influence extends. In practice, it extends to every person you have contact with in your leadership role.

Step 1: The core skills

Objective

  • To understand and apply the core communication skills needed to influence individuals and groups.

Let us be clear that the capacity to influence does not happen overnight. At times, you can use your managerial position to get team members to do things you want them to do but you lose credibility quickly if this is your default style – ‘I’m the boss, do this’. And, of course, this approach will  not work in the wider organisation. To be an effective influencer over time requires knowledge and application of the three languages – body, voice tone and words – that are the building blocks of an effective communicator and, ergo, an effective influencer. This will help you in all interactions – individually and groups.

The three languages

The three languages bring together the words you use, the tone associated with the words and your body language. We look for congruence between the three, i.e. that there is a consistency across the three languages that is appropriate for the message being sent. Where there is a lack of congruence (perhaps your facial gestures are revealing your real feelings, which the words do not convey), the meaning the listener takes from what you say more likely will be drawn from what your face/body is saying.

You can observe the other person’s communication style. Whilst you do not want to mirror monotone or closed body language, adopting a style that is in direct contrast with the other person’s can be counter-productive. If you are trying to establish a good connection and common ground (essential in influencing), creating a synchronous visual conversation is a good way to start. Your body sends out many silent signals. Use positive, open posture, including the palms of your hands open to signal overall openness.

tick ASSESS YOURSELF

How often do you check in with your own body language? The next time you are in conversation (when influencing or otherwise), consciously be aware of both your body language and that of the other person. Are you echoing each other’s body posture and, if so, is this a consequence of comfort with each other in conversation? If not, can you adopt a more relaxing posture to put the other person at their ease?

As far as verbal language is concerned, try to use active words and phrases such as ‘can’ and ‘will’ rather than passive ones such as ‘perhaps’ and ‘possibly’ and think about how you will say the words if you have the benefit of preparation. Use the four ‘p’s in your voice – pitch (the right level), punch (keep to the point), pace/pause (for thinking time – yours and theirs) and passion (professional but with feeling).

TIP

So much for you! A classic challenge is to stop someone who has been speaking for too long. Flattery is a great way to do this: ‘I wanted to pick up on that point you just made. I was interested…’ or ‘You said something that’s really important…’.

tick ASSESS YOURSELF

Regularly ask, ‘Am I being understood the way I want to be understood?’ as an improvement catalyst. In fact, try this the next time you are trying to influence or persuade someone else.

Listening and questioning

Influencers are great listeners. They have to be if they are to work on the common ground that exists between them. American politician Dean Rusk once said that, ‘the best way to persuade people is with your ears – by listening to them’.

So, real commitment to listening better is good but, to Steven Covey, the author of The 7 Habits of Highly Successful People, the problem is this:

 ‘“Seek first to understand” involves a very deep shift in paradigm. We typically seek first to be understood. Most people don’t listen with the intent to understand – they listen with the intent to reply. They’re either speaking or preparing to speak. They’re filtering everything through their own paradigms, reading their autobiography into other people’s lives.’

It is those words ‘seek first to understand’ that are so crucial with the sage observation that, if we are preparing a reply, we cannot possibly be listening. Here are some key points to help you overcome this challenge:

  • Conversation is not competition – do not improve someone else’s story with a better one of your own.
  • Challenge your own disagreement with questions that do not reveal your disagreement: ‘That’s an interesting perspective. Why do you see it that way?’ or ‘What’s your experience of this? I am interested to hear how…’
  • Use a calm tone to signal encouragement. Nodding your head tells the other person you are actually listening.
  • Do not force yourself to listen if you are tired but suggest a better time to meet: ‘I would like to give this conversation the time it deserves. Why don’t we meet…?’
  • Play back and interpret what you have heard – check understanding.
  • A lot of people are prisoners of their own view of the world. They see their world as the only world.

Questioning goes hand-in-hand with listening. Use the WH open questions – who, what, why, where, when, how. ‘Why’ questions can sometimes be seen as revealing criticism, i.e. ‘Why do you see it that way?’, so use these with care. In order that others understand your world – what you need – it is important that you are able to understand the need of the other person. You cannot influence without this so use good questioning to do so. Probe sensitively with open questions and then summarise but beware premature articulation. Listen; do not advocate.

tick ASSES YOURSELF

Why not ask a colleague to assess your own style at the next meeting you attend? Ask him or her simply to look at the ratio of advocacy (statements) versus inquiry (questions) when you speak. Aim, over time, for a 1:1 ratio.

Step 2: The six-stage process

Objective

  • To understand and apply the six factors encompassing planning and performance when influencing others:
    1. Decide what you want.
    2. The mental rehearsal.
    3. Using the three languages.
    4. Establish common ground.
    5. Work on objections.
    6. Aim for win-win.

1. Decide what you want

Not only do you need to decide what you want, you also need to be clear on why you want it. Your need should be specific so that there is no misunderstanding when it is stated – to an individual or to a group.

At this stage you will also need to assess the ease or difficulty you will encounter in getting the change you seek. If the change is potentially transformational for example,  asking someone to behave in a new way, challenging the status quo suggesting something that is or high risk to the business, you will need to approach this strategically and recognise that results will come over time. Where the need to influence is immediate and the desired result small or is a part of an incremental change, then an approach that will work for you as a one-off will be needed.

2. The mental rehearsal

The mental rehearsal has two elements. The first is that we visualise the situation in which we are likely to find ourselves. Do you need to influence someone more senior to you (perhaps someone known to be difficult) to do something differently? Or do you have a new idea to present at a manager’s meeting where you know there will be resistance? You imagine yourself doing the thing you want to do and doing it well – much like Olympic sprinters self-actualising themselves racing down the track before the race.

The second element is the inner conversation you have with yourself about the impending situation and the tone this inner conversation takes. We call this the inner dialogue and differentiate, as assertiveness experts Kate and Ken Back describe it, between a sound inner dialogue and a faulty inner dialogue. The faulty inner dialogue can lead to passivity or aggression, depending on the nature of the inner-conversation. The sound inner dialogue gives the best chance of a productive dialogue with another person or between you and a group. So much for the theory – how does this play out in the real world? Here is an example.

Imagine that you need the support of another section or department head for a new initiative. The section head is known to be quite blunt and occasionally aggressive.

A faulty inner dialogue (in this case aggressive) might go:

‘John’s aggressive. But I can handle him. If I need to fight fire with fire, I will. He enjoys a good argument so, if we have to, that’s what will happen.’

Setting out with aggressive intent is rarely a good idea, even if there may be times, with certain people, where the relationship can thrive on a conversation style that others find threatening (whole marriages have been known to thrive on this basis!). It should never be the default start point.

A better approach (what we call an assertive sound inner dialogue) might go:

‘John can be aggressive. But that’s all right. I am not here to change him. If he’s blunt, that’s ok because it does mean that he has heard me, even if he doesn’t agree with me. I will listen to his objections, keep calm and not interrupt. I have prepared and I believe I can respond to his likely objections and also show how my new initiative will benefit him. I might not get John to agree the first time around but I can work at this over time.’

TIP

Do not take blunt responses, including criticism of your ideas, personally. People communicate in many different ways and most people do not intend to personally wound. It’s easier said than done, of course, as few of us enjoy criticism, but see if you can use the criticism as a way of sharpening up your thought, idea or initiative. Criticism is so much better than no criticism at all. The next time you get criticised, ask, ‘Do they have a point?’

3. Using the three languages

This has already been covered in the previous section – Step 1: The core skills.

4. Establish common ground

Good listening and questioning helps you establish the needs and interests of the other person and these should be confirmed back to the other person or group. Assess what it is you share – the need to get a problem solved, a common interest in performance improvement – re-emphasise it and use this common ground as the basis for moving forward. This may take time, so do not force it. People may not be willing to move at the same speed as you.

TIP

At a more extreme level than we are likely to encounter at work, hostage negotiators talk of the importance of finding the values of the hostage taker – their real needs and interests. The solution is then presented in a way that meets the values of the hostage taker.

POTENTIAL PITFALL

Some will enjoy the to and fro of constructive debate but remember that you can disagree without being disagreeable.

5. Work on objections

If you have it, start by overcoming the mind-set that objections are bad. If you have an idea for improvement and you receive an objection, it could be a very good way of strengthening the idea. Objections can be used as a route to a more collaborative approach that will strengthen the relationship and develop optimum solutions that meet both of your needs. Knowing why someone objects is so much better than not knowing why someone does. Building on common ground requires excellent listening and questioning skills. Great questioning to establish the needs and wants of those you are trying to influence and committed listening to make sure the messages are heard. Refer back to the section on listening and questioning for quick tips on doing this well.

Why not be a bit clever here? You can pre-empt objections by securing early involvement. People love to be consulted and, if you can add a bit of flattery, so much the better: ‘Hi Sue, I am trying to do X. I would value your experience and input here. What do you think the big challenges are? What would you like to see happen?’

There is no need to guess others’ needs, though many seem to try. Just ask and then check back with the person to be sure you have understood, for example, ‘From what you are saying, this is not a good time for disruption just as we are launching our key new product. I can see that. So, we need to find a way of getting this done without detracting from the product launch.’

TIP

Turn ‘yes, but’ objections into ‘yes, and’ statements that move you forward. Look at the previous example above where we shift from a ‘yes, but’ objection (‘this not a good time’), to a ‘yes, and’ path for problem solving (‘so we need to find a way…’).

6. Aim for win-win

Aiming for win-win means that not only are you clear about your own needs, you are also clear that what you want has benefits for the other person. The relationship is preserved, perhaps even strengthened, by the collaborative nature of the conversation. Neuroscientists have even shown that rapport, connection and relationship efficacy (getting a result) trigger the release of feel-good chemicals within the brain. Because we like what makes us feel good and we want more of it.

Step 3: The seven influencing strategies

Objective

  • To learn and understand when and how to use seven different influencing strategies:
    1. Trust.
    2. Reputation.
    3. Logic.
    4. Coalition.
    5. Doing a deal.
    6. Command/force.
    7. Sanctions/higher authority.

In this step we will explore seven different influencing strategies available to you. They are successive, i.e. if strategy 1 ‘trust’ is not available to you or does not work, then move on to the next strategy, 2 ‘reputation’. As a manager, you also have strategies available to you that will not be open to non-managers, such as force or even sanctions. These do not fall under the purist definition of influencing but they are included here because they can be used if other approaches do not work.

TIP

One thing should be made clear with the first five influencing strategies and that is, if you have to tell the other person that you are using a particular strategy, for example, ‘Trust me’, ‘Why can’t you see reason?’ or ‘Let’s do a deal’, it profoundly weakens the strategy you use to the point where it may not work at all. How do you feel when someone says, ‘Trust me’ to you? Probably, ‘Why should I? Why do you feel the need to tell me to trust you?’

1. Trust

This is not so much a strategy as a means by which the most successful influencers get what they want without even consciously recognising why they get it. You do not become instantly trustworthy. This strategy works for you because you have built up your trustworthiness over time in the same way you have built up your credibility. Trust is the basis of the most effective working relationships. If you are consistent, credible, honest, do what you say you are going to do, build on common ground and treat others reasonably and fairly, then people will see you as trustworthy. Of course, abuse the trust and you lose it and it can take a long time to get it back again.

2. Reputation

What is your track record? Do you have a good reputation? If you do, your capacity to influence will be greater the better it is. Like trust, reputation provides primary capital in getting what you want – particularly among those who may not know you well but who know of you. However, like trust, a great reputation should never be assumed and, even having it, does not mean cutting back on top-class communication skills or ignoring the needs of others.

3. Logic

Influencing does not just begin with deciding what you want but also with why you want it. There should be clear compelling reasons for this because these are your persuasive arguments in a situation where the simple matter of trust and your professional reputation have not quite worked for you. And, remember, you should not just be thinking about why you want something but also why what you want helps the other person or group.

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The next time you use logic and reasoned argument as a means of influence, play devil’s advocate with yourself. Present consistent counter-arguments, even if you do not personally agree with them. It can help you further in preparation (see ‘mental rehearsal’). If you begin, as this author does, from the perspective that only Mathematics and Physics are fact and everything else is opinion, you will start also to recognise that one person’s reasoned argument may not be seen as reasoned or logical by someone else. Do not assume that ‘my world is the world’ – this is an influencing pitfall many fall into.

4. Coalition

Where one person is weak, many are strong. If you have a difficult issue to raise in a meeting on which you want to secure agreement, you would be wise to obtain the support of those who agree with you beforehand. Perhaps you are not happy about something, a policy maybe, that you want changed and you know other peers feel the same. Join together. Coalition has even been used with an intransigent senior manager where team leaders collectively approach the manager for a change of direction, though this has to be done with great tact. Emphasising personal benefits to the senior manager is still important.

5. Doing a deal

Deals can be done implicitly or explicitly but implied is normally best. This means that, if your relationship with another person is strong, they will offer to help or support you (or vice versa) because there will be times when the roles will be reversed. The help may be inconvenient to them or you but, as responsible people at work, we recognise that effective relationships depend on give and take.

TIP

As we saw in the description, deals occur when requests may be inconvenient. You can make your life easier when making difficult requests by being adaptable yourself when challenging demands are made of you. Be the person you want others to be. Start this tomorrow and see how it affects the behaviour of others, over time, towards you. Behaviour breeds behaviour.

Strategies 1–5 and your credibility

The effectiveness of the first five influencing strategies will be dependent on your credibility in the eyes of others. Good influencers get results but what a number of people who try to influence fail to recognise is that influence – unless it is done through the flexing of real immediate power (‘I’m the boss’) – is something that develops over time through the way you are with people, the results you get and the reputation you grow. There are a number of sources of influence for you. What sits like a helicopter over all of them is your own credibility. People see you as credible when:

  • they see you being and doing effectively – rather than saying what you are and what you are going to do
  • you are authentic – they see what they believe to bethe  real you rather than the fake you.

If all of this sounds rather like what makes people want to be led by a leader, then you are right and certainly influence is a primary characteristic of a good leader.

What gives you credibility will be different across cultures – culture can refer to the organisation, department, team, function or country, region and even city/town or village. What gives you credibility in one environment, e.g. age and experience, may not be valued in another environment where who and what you are right now is what counts. If you are struggling for credibility, explore the cultural reasons why this might be the case and do it in a non-critical way, i.e. not arguing for the superiority of your own cultural conditioning. If you are competent/skilled, have good relationships and get results, you will win through. It is just that, in some environments, what and who you are may not be as valued initially as you thought.

TIP

Female readers will not need reminding that, in some environments (some might say almost all), quite simply being a woman places you at a disadvantage in the eyes of some and you will be aware that you have to work much harder at gaining credibility than men might have to. This man leaves it to female readers to decide if things are getting better compared to, say, 10 or 20 years ago.

tick ASSESS YOURSELF

Take a pause now and ask what it is that gives you credibility where you are. How can you compensate if you are a younger manager in an environment where age and experience are highly valued? What can you do in an environment where the very act of being a manager does not automatically guarantee respect? I suggest that working on your trustworthiness is crucial:

  • Be consistent.
  • Be authentic (with a discernible moral code).
  • Meet your commitments.
  • Meet them with skill and competence.
  • Be reliable.
  • Reciprocate positive gestures from others.
  • Offer support.
  • Avoid gossip and conversations based on people’s personality.

The last two strategies below do not fall into modern interpretations of influencing but they are available if all else fails and something is personally very important to you – it must happen. They are usable by you because you are in a management role.

6. Command/force

The classic command and tell approach to getting your way is one strongly associated with traditional leadership styles. In certain situations it can work but it is no way to influence as a default style. The damage can be great if you explicitly do this in any situation other than when it is strictly necessary. Younger generations do not necessarily respect the job role any more, which means you will need to draw your authority from your own credibility. You lose credibility if you adopt this approach inappropriately and even more so if you adopt it with those who are not managed/led by you.

Purists may argue that it is not an influencing style at all – but it can work if all else fails.

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It is the approach to take with your own team members when the others that precede it have failed to be effective. In times of crisis it also has a place but its real impact is still based in credibility. You will not capture many people’s hearts.

7. Sanctions/higher authority

Say you need something done and a peer – say another team leader – is refusing to help. If, and only if, the first five approaches have not worked, then you have the option of approaching a more senior manager for resolution. This is strictly a last option when all else fails, as the relationship is likely to be damaged forever.

tick ASSESS YOURSELF

As we have seen, your success and failure using strategies 1–5 will be dependent upon a combination of your credibility (1), your communication style (2) and your capacity to climb into other people’s worlds (3). Do these things and your rate of success in getting what you want and preserving or even strengthening relationships will be clear. So, is this isn’t happening, can you look at these three variables and determine which area you need to work at? Take a look now at previous attempts to influence and how you did. What can you do differently next time, if you need to?

Step 4: Influencing for intrapreneurs

Intrapreneurs are the employed version of entrepreneurs and they use influencing strategies on a bigger scale to get the changes they seek. If you have bigger initiatives in mind, then this section will help you to win through with the bigger changes. There are some left-field suggestions here (such as how to kill the lethargy virus) but also advice on how to operate in different kinds of organisational cultures.

Organisational cultures

All organisations are different – cultures, ways of getting things done, pockets of power, vulnerabilities, and so on. Given these differences, your influencing approach may need to be adapted, according to the environment in which you operate.

The power culture

A power culture is one where a central source, perhaps even one person, dominates. Small entrepreneurial businesses can fit here and, even in bigger organisations, the thinking of one group or one person can permeate everywhere. Partners in legal or accountancy firms may also comprise a very strong power source – almost feeling like an exclusive, tough-to-join club. Do the following:

  • Identify the power source.
  • Build good relationships with those close to the power source, e.g. advisors and PAs.
  • Do not challenge the authority of the power source directly but use softer, strategic skills.
  • Influence in a power culture comes from being noticed. Blow your own trumpet from time to time.
The ‘Eiffel Tower’/role culture

Eiffel Tower cultures emphasise job roles rather than the people themselves performing those roles – human resources rather than human beings. They are highly structured with adherence to rules, tightly defined job roles and tight performance management systems – all decided in advance. They thrive on control and this makes influence and change somewhat tougher. Although very layered, each layer has the function of holding together the layer beneath it through a formalised management system. You are recruited because of your ability to perform the role (the competency matrix of the recruiter being a prime tool for assessing suitability) rather than who you are as a person. All authority comes from the role you occupy. As a leader/manager, your authority, initially at least, will come from your management role rather than your leadership capability. Do the following:

  • Use clear, logical systematic thinking that acknowledges internal systems and procedures.
  • Big changes may work best if introduced incrementally or, if big change is essential, then building coalitions will be particularly important.
  • Do not bulldoze your way up the hierarchy – potential supporters will become blockers very quickly.
  • Identify ways you can work around the hierarchy. Extensive internal networking builds relationships in different parts of the business – develop your relationships into a spider’s web of connected people (see the exercise at the beginning of this e-book) rather than just a linear hierarchy. Networks thrive on mutual support – do things for people without immediate expectation of favours in return.
Task-oriented culture

These cultures are flatter, more empowering and adaptable. Usually, they feature lots of project or self-managed teams. They work well in the good times. In the bad times they can change to more protectionist, survivalist role cultures. Do the following:

  • You will have influence because of your capability and reputation and not because of age, social status and experience.
  • Because decision making is made on a more consensual basis rather than pure seniority, you can have more influence over the decision-making process.
  • There is a greater scope for initiating projects – true intrapreneuring – which means that your thoughts and ideas are more likely to get listened to.
  • Just as reputations can be gained quickly, they can be lost quickly, too – these things work both ways – so pay attention to how you are being perceived. These cultures tend not to have many hiding places, so they suit only certain kinds of people – task/results-driven.

POTENTIAL PITFALL

Breakdowns occur when teams compete with each other for recognition and status. It is your team and the task, not your team versus other teams.

Corporate lethargy

The lethargy virus is spread when a lot of people live in close proximity to each other. It is highly contagious and particularly challenging for influencers. You, naturally, should seek to make yourself immune through your own positive mental attitude but it helps if you can recognise the symptoms in others:

  • People saying: ‘We can’t do that because…’; ‘We tried that years ago and it didn’t work’; ‘John won’t like it’ (delegating the objection!); ‘yes… but’, ‘the only way to do this is…’ (a classic sign of a closed mind) and the repetition of management speak, e.g. ‘It’s a no-brainer’, ‘singing from the same hymn sheet’, ‘thinking outside the box’ and ‘ducks in a row’ (what were once statements that had a meaning are now so ubiquitous that they no longer motivate – of course the users have no idea that they have become office bores).
  • Viruses can lie dormant for a long time before becoming activated (by you?).
  • They unify and strengthen when they find something they commonly want to reject (your idea?).
  • Viruses can spread themselves by latching onto the most receptive hosts – this way they busily spread apathy (against you and what you want?).

So, as an influencer, how do you kill the virus? How do you strengthen cells, i.e. if you are following the metaphor, we mean those most disposed to support you.

  1. Make potential supporters aware of the dangers to them of not supporting you but, better still, frame what you want to do in a positive way that has meaning for them.
  2. Work on the most positive. Virus sufferers attack the most apathetic. It takes only a few to start a bandwagon.
  3. Take on the role of devil’s advocate when you get the opportunity – constantly challenging people to see things in different ways.
  4. Offer regular success stories, not just the presentation of the problem – regular evidence that change/difference is possible and nothing to be frightened of.
  5. Where there are a large number of virus sufferers, try guerrilla tactics (see below).

Guerrilla tactics – a counter-intuitive approach!

We have already seen how forming coalitions can strengthen your hand in situations where you, individually, feel weak. Perhaps you want to influence your department head to change something so you bring together team leaders in order to strengthen your position. However, there are alternatives to this, particularly if you want to influence at a more strategic level but want to do so in a way that is not obvious. It should be emphasised that the word guerrilla does not mean confrontation – in fact, it is about the avoidance of direct confrontation, just like a guerrilla fighting force. And, like a guerrilla fighting force, it has its basis in using your own strengths as an individual or small group against something much bigger. First, you need to assess your own strengths, even as a small force:

  • You are highly motivated (and if you are not, then do not bother).
  • You can respond quickly to changing circumstances.
  • Your personal discipline is easier to control than the discipline of a larger group.
  • You can make small changes without drawing attention to yourself.

There are plenty of things you can try when up against something bigger than you. First, use the opportunities for interaction that already exist. For example, use casual conversation as a means of expressing what you are up to – the classic water-cooler moments are a great means of sharing subtle propaganda. Subtlety is so important – loudness means an easy target for the idea assassins.

Your motivation also gives you considerable advantage. Motivation will mean you can persist where others might give in. In fact, your motivational level will be tested. If you find you are losing heart quickly, then perhaps this was not the right idea or initiative.

Another approach is to adopt the traditional Chinese battle tactic of Suzhan Sujue (a quick battle to force a quick resolution/the small win and the quick escape). It simply goes:

  • Assess the situation.
  • Identify a moment of opportunity in the situation.
  • Develop a quick action strategy that makes the most of the situation.

Sounds strange? Well, the next time you see someone or a small group who have a problem for which your idea/initiative provides an answer, share it and move on.

TIP

Dave Brailsford is one of the most successful sports coaches ever – certainly in the world of cycling. His approach is not revolutionary. Instead of massive shifts in performance, he talked of marginal gains. He said:

‘The whole principle came from the idea that if you broke down everything you could think of that goes into riding a bike, and then improved it by 1 per cent, you will get a significant increase when you put them all together.’

When using guerrilla tactics, aim for these small marginal gains. The cumulative effect is very powerful.

POTENTIAL PITFALL

You may have people in your own organisation who seem to want to create and fight a series of internal battles. People stop listening after a while and impact is reduced. Do not confuse guerrilla tactics with endless confrontation – me against the world. That is not what this is about. It is about subtle approaches in situations where you are individually weak as a means to get the things that are important to you. Not everything is equally important, so choose your struggles.

tick ASSESS YOURSELF

So, if you are moving at the margins, how easy it to establish if you are being successful? After the hard work you have put in to progress an idea, initiative or project – something that you feel will make a difference – it is what you get back that indicates if you are making headway. When someone says: ‘I have been thinking about what you said…’, proactively suggests putting your issue in the next meeting agenda or drops you an email to indicate interest/support, you know you are making progress.

Step 5: Influencing for groups

Meetings

Meetings present a prime opportunity to influence others. Too often, we have meetings because ‘that is what we do’. Often they go on too long and are badly run. But, there are few better opportunities to influence than having a captive group in front of you, ready to hear what you have to say, if you do it well.

My preparation

Do the following beforehand:

What is my purpose here? As with one-on-one influencing, you need to define exactly what it is you want and how you are going to sell it to at least some of the meeting participants. Climb into their worlds.

Mental rehearsal for the issue you want to raise – particularly for those issues that will stimulate debate. Refer back to the earlier section when we looked at sound inner dialogues.

Coalitions: one of the fears we have is that, ‘I will be the only person who thinks like this.’ Sound people out beforehand. Who feels the same way? Who will support you?

Scenario plan. Ask what kind of questions/objections/support you are likely to get. How will you react?

TIP

It is likely that, in the next few days, you will attend a meeting. Many of us do not really prepare for meetings other than in the most basic ways. Take the time before the next one to think about what you really want to say in the context of a change you want to see happen. And, if your meetings are run tightly, be sure to get your point down as an agenda issue beforehand.

My performance

The three languages. Be clear in the way you express yourself. Adopt the appropriate tone of voice for the message. This should be thought about in your preparation. If it is a very serious message, then get the pitch right with a suitable level of gravity.

Check in with yourself. Body language; posture; making eye contact when you speak and using the minimal space around you, i.e. not rooted.

Support others. If you want support from others, support them when they need it most.

Use ‘I’ and ‘We’ appropriately. Use ‘I’ statements when expressing opinions rather than hiding behind others: ‘I think that’s an excellent idea’ or ‘As I see it, the problem is…’. Use ‘We’ when emphasising the common ground that exists between you and others and when expressing benefits.

Make connections. Link what you say to what others have said – building on common ground is so important and can be done by referring to others (they will feel flattered that you were listening!). ‘Sue, you made a very good point earlier. What I am proposing can help you because…’

Pick your issues. If you take an assertive stand on every issue, you run the risk of being ignored. You might be seen as negative or awkward. Decide what is really important to you – where do you need influence, what matters?

Follow up. Follow up on issues raised and commitments made.

TIP

Influencing is not a one-off occurrence. It is likely, when influencing a group, that a drip-drip-drip approach works best. Do not overstate your goal for a meeting. Be realistic but, also, do not give up. The acceptance curve does not move in a smooth upward trajectory.

You will find some of the techniques for influencing when making a presentation (below) useful when speaking in meetings, too.

An influential presentation

Nothing is so unbelievable that oratory cannot make it acceptable.’

Cicero

A one-off and very powerful method of influencing groups comes through the use of formal presentations and speaking less formally at meetings and team briefings. In fact, whole careers are made on the back of effective public speaking. This section is not an overview on how to present but, rather, it focusses on four very subtle aspects of presenting, which will really impact on how people remember your messages and the level of influence you will, therefore, subsequently have over a group.

The rule of three

Many presenters fail because they think they need to win prizes for breadth of content – usually manifested in the cramming of ever more information into a series of PowerPoint slides (and then reading it to the audience as though they cannot read for themselves!). Adopt the rule of three: no more than three key messages and everything you say supports those key messages. This means you need to be clear on the purpose of the speech or presentation.

TIP

Repetition aids memory. Remember that classic saying, ‘Say what you are going to say, say it; then say what you have said’ (Dale Carnegie, American author and self-improvement guru). The next time you prepare a talk or a speech, build your structure around the rule of three (or less) and the re-enforcement of your key messages.

E + I = C

The rule of three aids structure and enables memory retention. But, for the message to really stick and have resonance for the group, you need to climb into their worlds and make your message meaningful for them. Use this simple formula as the catalyst:

E (Emotion) + I (Information) = C (Communication)

Feeding people information will not connect people to your message. Making them feel something about what you are saying gives them a better chance of doing so.

The VHF channel

So, how do you help people engage emotionally? Quite simply, you adopt multi-channel thinking – using the VHF channel:

V – visual

You are your number one visual aid – get the body language right. Do the following:

  • Avoid physical rigidity – move your body and, if possible, move around.
  • Do not grip anything.
  • Keep your head up.
  • Put your arms out, palms out.
  • If you are referring to a screen, flip chart, etc., keep your body open to the audience.
  • Try not to look down (at notes or floor).
  • Make eye contact with as many people as you can by scanning the room – do not maintain a stare at particular audience members.
  • Use PowerPoint/Prezi/Keynote and other visual tools – pictures are better than words.
  • Use colour, do not read whole slides ever, unless your audience actually cannot read, and always ask how a visual aid adds to your message. Remember, PowerPoint is advertising for what you are saying and, as an influencer, you are advertising an idea, a thought, an initiative – something that makes working lives better. Everything is geared to that one thing.

tick ASSESS YOURSELF

Do you know what you look like to others? The next time you make a presentation, why not film it? It’s very instructive to listen to what you say. It’s even more instructive to get a sense of what others see.

H – hearing

Again, refer back to the three languages above but also keep in mind the following:

  • Conversation develops its own rhythm when it is truly two-way. When speaking to a group a two-way dialogue is great, using ongoing questions and answers as your presentation develops.
  • However, the value of pause, of slightly exaggerated changes in voice tone and pitch (compared to one-on-one conversation), of positive language (‘can’, ‘will’ rather than ‘maybe’, ‘might’) and of a raised voice (but not too much) when you start speaking will get attention.
F – feeling

This is where you really do climb into other people’s worlds – you can connect what you are saying in ways that resonate with the group (and, by the way, much of this is applicable to one-on-one interactions as well). Here are some tips:

  • Past, present, future – ‘Do you remember the time when…’; ‘At the moment, it seems we are really struggling to…’; and ‘Can you imagine what it will feel like if…’.
  • Example – make it real for people – how does what you want play out in their lives? How does it make life easier, save time, cost less or improve quality? Climb into the worlds of your audience through the use of practical examples.

‘Example is not the main thing in influencing others. It is the only thing.’

Nobel Peace Prize winner Albert Schweitzer

  • Story/metaphor – ‘There once was a wise old man…’

TIP

Stimulate all the senses – people are strongly influenced by what they can taste, touch, see, hear and smell. How do you use this when speaking to a group? Can you add a clever touch by incorporating taste, touch or smell in your talk or presentation?

tick ASSESS YOURSELF

If you are engaging the group, then you are opening up a huge opportunity to influence. It is easy to assess if this is happening. Look at the eyes of the group – are they following you? Look at the body language of the group – is it positive or are there lots of folded arms and bodies positioned away from you? Are people still or are they shuffling? And some like to take notes – are there at least a few doing this (remember that some will not, they just like to listen)? And getting questions is another positive signal…

If you have done a good job, then it is likely you will get lots of questions. First, if you lack confidence in handling questions, tell yourself that questions are a validation of your credibility, not a criticism. This is a prime opportunity for you because it allows you to turn your messages into something that has meaning for the questioner (remember how we said that influencing means making what you want play itself out positively in someone else’s world). When someone asks you a question, he or she is inviting you to tailor your message to their need. You are half way there.

Success

It is possible to assess how successful you have been as an influencer? What does success look like? It is possible to assess over the short term and the long term?

If you are serious about getting the things that are important to you, in 12 months’ time, look back and ask yourself which of your new ideas and initiatives have been taken up. Look as well at your failure rate. What is the success/failure proportion? It is unrealistic to expect everything you want want/need to be met and also unrealistic of this author to suggest what the success/failure rate should be but, on a pure gut feeling, how do you feel about what you have achieved over the last 12 months? Have you made progress?

The real test…

Are your relationships stronger than they were before? One of the key characteristics of effective influencers is, as was said in the introduction, that you are able to fulfil your needs through other people but also that relationships are strengthened as a result. You are paid, as a leader/manager to get results but to get these results with and through people and not despite them. Influencing is a prime means of doing this.

After Scales graphic

Checklist

Step 1: The core skills

  • Building trust, being credible and building a good reputation gives you influence. Click here to review.

Step 2: The six-stage process

  • Influence does not mean you ignore the wants and needs of others. Almost everyone asks the WII FM question. Click here to review.
  • Influencing means being clear on your needs, using excellent communication skills and preparing properly (the mental rehearsal). Click here to review.

Step 3: The seven influencing strategies

  • Building on common ground creates a way forward. Click here to review.
  • Consciously adopt the correct influencing strategy for the person and the situation, e.g. coalition when you are individually weak. Click here to review.

Step 4: Influencing for intrapreneurs

  • Adapt your approach for different kinds of organisational cultures. Identify how to operate most effectively in your own culture. Click here to review.

Step 5: Influencing for groups

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