CHAPTER 9

Practical Advice from Senior Pros

Embedded in all the personal stories told by the senior executives and professionals interviewed are nuggets of wisdom shared throughout this book. There are some lessons that are so fundamental, however, that a full chapter is dedicated to them. The core themes include the importance of developing business literacy, mistakes to avoid early in your career, researching employers prior to accepting a job, and serving as a leader no matter your current level of influence.

Business Literacy is Essential

Much of the advice from these senior executives and professionals focused on this prevailing thought: that young professionals need to build business literacy generally, especially understanding of their industry specifically. For one Page Society member this challenge was personally clear when he found himself successfully arguing that his company spends millions to address a product safety issue, overcoming internal opposition:

We had the lawyers saying we’re not required to do it. The engineer saying, “Yeah, we can fix it. I can’t guarantee it won’t happen again.” And there was an asking for a recommendation and I ultimately, forcefully argued for a buy-back that we needed to get the vehicles off the road…but basically, this was headed toward a situation that the brand would not live through if something awful happened. And to the company’s credit, they ultimately went along with it, and we purchased all those vehicles at a cost of $150 million and destroyed them.

From that experience, this same executive realized an important lesson to guide any public relations career:

I think they have to be framed in a business context that to solely address [the issue] from a social or ethical perspective without also framing the business issues makes it more difficult to win over a room full of business people. That would be my biggest recommendation, and also this is more of an ongoing challenge for senior communications people: really pick and choose your battles…There are plenty of communications executives that cry wolf every time there’s an issue…usually there’s only a small number of issues that truly tarnish the brand or create real ethical problems for a company.

Another Page Society member encountered a similar challenge when he convinced his CEO to pull a retail partner’s product from store shelves after the partner launched a controversial advertising campaign. Again, millions of dollars would be lost, so he had to build a business case focused on limiting future losses:

He [CEO] said “Walk with me.” We walked down to the chief marketing officer’s office, actually we ran into him in the hallway. And he said, “[Page Society member’s name] has concerns about this. What do you think? How much do we have invested?” I think at that time we had already spent about $15 million, and we probably had a $50 million spend planned on it, so it was a lot of money. And he [CMO] said, “This is how much we have in.” He [CEO] said, “[Page member’s name] are you telling us that this is the right decision?” And I said, “Yep.” He in one second after that pulled the product. “Get it out of the store.” And we totally walked away from a substantial piece of business and lost a lot of money on the deal, but it was morally the right thing to do. In an organization that is steeped in doing the right thing, sometimes you just have to make sure that you build your case for why it’s the right thing and management will buy into it.

In this situation, the Page Society member had readied a one-page summary for the CEO and backed his recommendation with angry letters from consumers. In addition, he described future consequences that the retailer could face, such as organized protests in its stores and a decline in sales. As these examples illustrate, public relations executives and professionals need to understand how to read financials and the financial impact of their recommendations. In a similar vein, a PRSA Fellow also recommended strengthened math skills:

I also think a lot of public relations people get into our profession because hey, we don’t love math. They don’t like business. They do not want to crunch numbers. We are the “people people,” right. If you are working especially in a corporate or business setting, you have got to understand those business drivers. It is important for you to find somebody who can give you a basic education or at least somebody you can go and ask questions of, because a lot of ethical decisions are made for monetary reasons and not for the right ones.

Some public relations professionals, like this Page Society member, are motivated to improve their business literacy by pursuing an MBA:

One of the best things I did—well, two pieces of advice, one that is buried in the other. One is get as smart as you can about business, and how businesses are run, so that you can understand how decisions are made and the tradeoffs that a CEO might have to make in making some of these ethical decisions. And the second is for me, I went back and got an MBA to take care of number one. Within my MBA, I took an ethics course that was fascinating and it gives you a way of thinking about some of these things that is enlightening and in some ways makes you more perplexed, because one ethical issues aren’t black and white. There are tradeoffs and it is who gets the greater good?

Others may prefer personal study, and one helpful resource to start that process is Business Essentials for Strategic Communicators by Matt Ragas and Ron Culp (2014). There are also a number of helpful resources in the current Business Express Press collection ranging from business law, corporate governance, financial accounting, and human resources, just to name a few. Students and young professionals also should regularly read business and industry trade publications such as the Wall Street Journal, Fortune, Bloomberg, and Inc. to keep up with industry trends and terminology.

While the controversial ad campaign mentioned earlier in this chapter ended successfully for that Page Society member, he also remembered a time when as a young professional, he used the wrong approach. “I would lose most of the emotional arguments…and so early on I would go by a knee-jerk and thinking it was so rational and obvious that I can’t understand why you’re not agreeing with me.” He now relies more on legitimacy and rational arguments grounded in data, and he advises young professionals to do the same:

You don’t want to be predictable that you’re always going to say no. You want to be that person they come to for a discussion about here’s what we’re thinking. Pick holes in it if you can. So I always try not to be—I try to avoid that early stage where I was knee-jerking everything and no one was listening to me to being hey, this is someone who’s going to give a thoughtful discussion. Before we walk out of the room, we’re going to have a good discussion about what’s possible and what we shouldn’t do, so that’s positioning.

One of the best ways to improve your expertise within an organization is by building internal relationships. This senior executive working in higher education said it is a simple matter of starting where you are:

If I were to say looking at someone who’s coming up in the field… start small. Maybe you can’t get the visibility of the top people right off the bat. But find someone within your department within your operational area or someone slightly higher than you, and start building a level of trust. Then the word will start moving upward and people will start—the phone calls if you will—will start. They will start calling and hey, we’re having a meeting on such and such a topic and we’d like for you to be a part of the discussion…Not everybody is going to report immediately to the top guy, so start at the level of comfort, start at the level of accessibility and just stick with it. (Neill and Drumwright 2012)

A Page Society member recommended a bold approach:

I would go into meetings where I wasn’t necessarily invited, and I’d say, “I’m really curious about how you’re organized in the legal department, and could you kind of give me the ideas, so that if and when I ever needed to tap anyone I don’t blindly just call you and if you happen to be out of town or a meeting”…Oh, my god, the chief legal officer loves that. First of all, they’re shocked and confused at first because no one’s ever done it. But then, “better idea, come to my staff meeting and then in turn, you tell me how you’re organized in your function.” And it opened all kind of doors—the trusting relationships…And you became this is an unusual PR person that actually cared about what we do.

These efforts then led to informal meetings around coffee and more influence:

I would call and say, “Hey, after the staff meeting do you want to have coffee?” And next thing I know I’m moving up the food chain to the level of significance within the organization. And then they start bouncing ideas off you.

These trusting relationships later allowed him to serve as bridge between the CEO and other senior leaders:

I’ll never forget one case. This was after I reached the management level, and the CEO…relied on my advice and counsel. And the business runners, and even though they may never have worked with PR, they’re calling me for coffee and they’re telling me what’s on their minds and then when I’m meeting with the CEO during my weekly meeting, I was like, so and so is concerned about this. He said, “He never told me that.” I said, “He’s afraid to. He’s afraid you’re not going to like the idea.” He said, “It’s not a bad idea.” And I said, “I don’t think so either.” And he said…“Why isn’t he telling me that?” I said, “No one wants to speak truth to power”…so I got these guys talking to each other.

Another Page Society member reached out to senior executives to find out how he could help them:

What I used to do is do audits every single year of senior executives around the world: people stationed in Asia, legal executives and our CIO [Chief Information Officer], and really try and understand exactly what they were trying to accomplish, what is their strategy, what are their hurt barriers or challenges that they face and what role could communications play in being a problem solver, a solutions partner with them.

He added that relationship building takes time and requires political savvy:

And if you can add value at both a macro-level, and what I mean macro is the whole corporation, and also add value at a micro-level or vertical level, which would be HR, legal, finance or ops [operations], then that to me is how you gain a seat at the table to be able to actively influence events and have some leverage with your point of view, because they trust you, they’ve seen you produce. They’ve seen the results. They know you’re there to add value and they respect you, so you have to earn this over time both based on your conduct, being very empathetic to their business requirements and also I think being diplomatic in that you’ve got to know…how far to push and when to back off, but also using fact based arguments not just opinions, but facts, surveys, hard data, if you will, to back up your claim.

Another Page Society member cautioned that those who desire to be influential also must be willing to put in extra hours:

It’s amazing how many people want to just get up in the morning, come to work, show up at 8, go home at 5. The best conversations you’re going to have are after 5 o’clock…if you’re not there at 7 in the morning, 7:30, you’re not going to have those private conversations with the CEO…if that’s what you want, you can’t have it. The work ethic issue is probably one of the biggest things that people have to realize will affect them and their abilities.

Mistakes to Avoid

While a strong work ethic will build your credibility, young professionals need to know that certain infractions can cause serious damage to their career. One Page Society member recalled an incident while attending a social event with fellow executives:

One of the young people when the check came, we all divvied it up and paid separately. But then he reached over and grabbed the overall check and said, “If you don’t mind, I’d like this, because this is as good as cash on your expense report.” And so I was creeped out and I also was very young at the time. But fast forward a year, and I get promoted and then somebody comes to me and tells me that this is somebody they want me to interview for a job in my department.

He, of course, did not want to hire this person, because he did not trust him. The problem, this senior executive said, was that he did not report the issue when it initially happened, and later had to disclose to senior leadership why he was so reluctant to hire this person. “My lesson learned from that is I should have addressed it at the time rather than wait until it became a bigger issue.” If he could do it over, this is what he wished he would have done:

I probably should have said (a) I just want you know how this looks, and I really think that you need to think twice before doing it, because (1) it’s wrong, and (2) you just signaled to a large group of maybe impressionable people that this is acceptable, and it’s not. And so in hindsight, I would have addressed the issue when it happened.

Another cautionary note regarding networking. While it is acceptable to build relationships over coffee, young professionals should be careful about alcohol consumption, as this professor with more than 40 years of experience in public relations constantly advises his students:

You go to a social thing, but you’re there for business, you’re there to either get an account or meet somebody or you’re trying to get a job. I said, “I walk around with a glass of soda and a lime for the first hour and half. Everybody thinks it’s vodka, but it’s not.” And I’m able to do my business. If I didn’t do that, I wouldn’t probably do it as well if I’d had a couple of drinks. So I say, “Schmooze, but don’t booze.” (Neill and Drumwright 2012)

One of the PRSA Fellows actually emphasized this lesson with a story about the time she and others lost respect for a colleague, after finding her passed out at a professional networking event: “And unfortunately, hurt feelings were involved. Relationships were destroyed…So, human behavior, on a personal level, instigated a lot of ultimately ill will, and an unfortunate set of circumstances and broken relationships.”

Research Potential Clients and Employers

Senior executives and professionals caution that ethics counseling is challenging even when working with ethical employers and clients. That is why they advised young professionals to conduct extensive research prior to taking a job or signing with a new client. One professional working in the transportation industry shared a cautionary tale based on her experience with a previous employer. She resigned when asked by a vice president to put out false information in a news release. “They were saying all the right things on their website, and then their company literature, but there was no follow through.” She added:

Even though they had stated employee values in place, nobody adhered to them, and they didn’t have a robust checks and balance…They had outsourced that to some 800 hotline that you could report, but there was little or no follow-up. (Neill and Drumwright 2012)

From each of these stories, it’s easy to see why it is so important that young professionals not only conduct online research about potential employers, but also talk to employees who work there. High turnover rates can be a warning sign. This same public relations executive did not leave alone when she resigned over questionable activities. Others followed. She added: “Guess what, the lead attorney shared my views and assured me he wasn’t going to let any funky stuff go on. But he was there all of three weeks.” (Neill and Drumwright 2012)

A PRSA Fellow agreed that choosing an employer wisely makes all the difference:

So much of it has to do with the moral standing and practices of the company that you work for…there are companies that I probably wouldn’t want to work for. You’re pretty much putting your job on the line every day. (Neill and Drumwright 2012)

A PRSA Fellow provided a cautionary note regarding clients in an agency setting, as she recalled a high-profile client that lied to her. Just being associated with that client for only two weeks caused her to lose clients and 10 percent of her revenue:

Even though I’ve been in the business a long time, I’m accredited, I’m a Fellow…none of that, none of my academic credentials, none of my awards, my reputation, all of that was gone very, very quickly. Because I represented somebody who obviously, in retrospect, different lie, different story, every single day. The takeaway is that you have to be even more conscious of when people, when you meet them, are they telling you the truth? What is their real objective in terms of having public relations representation?

The lesson—protect your own reputation and choose your clients and employers carefully.

Provide Leadership at Your Level of Influence

Young professionals who aspire to advance to more influential management roles should be encouraged by the advice provided by some Page Society members. As one of them counseled:

One of the essences of leadership is it’s not a function of position. It’s not a function of titles. Again my counsel to young professionals is don’t wait until you’re promoted or promoted twice to feel like you can assume the mantel of leadership. Leadership is situational and corporations today need people to step into that role…they need to understand that generally the people who are willing to speak truth are the ones in my view that rise the fastest. And the other thing is…to operate with integrity and to know your craft and to know the facts. And if you can present your case in a strong fact-based way, people will listen to you.

Another Page Society member agreed with this perspective, “I think that we don’t know how much permission we have to lead. And I think that we can lead at every level.”

Excellent leadership in public relations “encompasses a complex mix of individual skills and personal attributes, values, and behaviors that consistently produces ethical and effective communication practice” (Meng, Berger, Gower, and Heyman 2012, p. 24). Through an online survey involving mid- and senior-level public relations professionals, Meng et al. (2012) determined that the top three qualities of excellent leadership are strategic decision-making, the ability to solve problems and produce desired outcomes, and communication knowledge and expertise. They added that to be an “excellent leader in public relations, one must know the organization’s business and its environment, understand the decision-makers and decision-making process in the organization, and be proactive in that decision-making process” (p. 28). They found that young professionals can build their leadership skills through on-the-job experiences, personal initiative and desire, and observing successful role models.

Consistent with these findings, a Page Society member warned that public relations professionals at any level suffer if their advice is not accompanied by rigorous preparation. She described how she and another newly promoted colleague, a legal officer, felt unprepared when attending their first senior-level meetings:

They were very much talking about operations-oriented things and other business issues that seemed real foreign to us. We didn’t feel like we had total permission to contribute in that area and nothing could have been further from the truth. We came out of that meeting and then we went to another one. And we looked at each other and we said we have got to do something different. They did not bring us in, so that we sit there quietly and don’t contribute. They don’t need us, if we can’t contribute.

Both she and the legal officer soon realized the need for pre-meeting preparation:

We literally studied up on other aspects of the business and we knew what that agenda was well in advance, and we worked on different agenda points in terms of getting a better understanding of the things that they were talking about, so that we could have a point of view to contribute. And that’s kind of hard, but a really important lesson…But finding your voice appropriately, not being a know-it-all certainly, but being informed and providing a point of view.

This same Page Society member described a time when she provided advice outside of her core responsibilities, advice that was eventually heeded. While there was no instant reward, her efforts were later praised by her boss:

In my performance review that year, my boss called that out and applauded me and said you had definitely nothing to gain. It was completely outside of your path. It was a fantastic recommendation, and because we were too inside our own boxes to see that there was lots of other options and we need to be addressing the needs of our entire management team and we weren’t... You came up with a solution…That was a big lesson for me too. I didn’t get a real pat on the back at the time, but then three months later in my performance review it was called out as showing leadership and being aware and thoughtful.

Leadership also involves listening to the concerns of various stakeholders. As this Page Society member explained:

You have to surround yourself with diversity of thought, because one of our most important roles is to be traveling in so many different circles and understanding so many different perspectives that we could actually give good counsel. What I find in the financial industry often is people are living in a bubble. And it’s the PR counsel’s role to remind the senior executives that their perspective is in a certain bubble, and it does not match the perspective of every stakeholder audience. So I think traveling different circles, like immersing yourself in different perspectives, voraciously reading…I always tell people—try to be as diverse in your thought and understanding as possible, understand different perspectives.

Listening to different global views regarding what is ethical is especially important when working for multinational companies and organizations. One Page Society member realized that when she and her colleagues in Europe initially found themselves on opposite sides of an issue:

It didn’t take me very long to be educated by our European colleagues to recognize that just because it’s legal doesn’t mean we as a company don’t have a moral obligation…because we’re in the business of saving lives…I mean that for us was at the core of ultimately our point of view here. And I was looking at it from too U.S. centric perspective at the very beginning. Once I shed that view, and that requires hearing other points of view, whether it’s your own internal colleagues or the broad employee base or external folks, but once you take in that perspective I think you can bring a much more grounded, values-based approach to your decision making and implementation.

In this situation, the company was able to reach a moral decision that was consistent with its core values and those of its global employees, and as a result they developed new industry practices related to product distribution that were adopted by others, a true example of ethical leadership and moral imagination.

Summary

Senior public relations executives provided some key lessons that young professionals should focus on early in their careers. First, new professionals need to build their business literacy. They can do so through advanced degrees, accreditation, personal study, and building relationships with executives in other departments. Second, they also need to avoid mistakes that can damage their career and credibility such as abusing expense reports and overindulging in alcohol at professional networking events. Third, young professionals also should research potential employers and clients before accepting a job. And, fourth, they can begin to provide leadership at their level of influence from day one. That leadership, however, demands research and viable solutions rather than knee-jerk reactions based on emotions and not grounded in facts.

Questions to Ponder

1. Which piece of advice did you consider most helpful and why?

2. What do you perceive are your gaps in business literacy and how can you begin to address those?

3. What resources can you use to build your understanding of a specific industry that you either work in or would like to work in the future?

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