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Mismatched skill set    36%

Unclear performance
expectations            30%


Personality conflicts   17%

Failure to fit into
corporate culture       14%


Don't know               3%


                        100%

                               2
OPEN



INDIRECT             DIRECT



           GUARDED
Keeps feelings private
Limited range of facial expressions
More formal and proper
Avoids/minimizes physical contact
Goes with the agenda
Speaks in specifics (cites facts & examples)
Formal handshake
Conversation stays on subject


                                        4
Shows feelings and enthusiasm freely
More relaxed and warm
Emphasizes main ideas
Goes with the flow
Conversation includes many digressions
Opinion-oriented
Animated facial expressions
Easy to get to know in business
Friendly handshake
Initiates/accepts physical contact
                                     5
Infrequent use of gestures and voice
intonation to emphasize points
More patient and cooperative
Often makes qualified statements
Gentle handshake
Infrequent contributor in groups
More likely to wait for others to
introduce themselves
Reserves expression of opinions
                                       6
Frequently uses gestures and voice
intonation to emphasize points
Less patient; more competitive
Often makes emphatic statements
Sustained eye contact
Frequent contributor in groups
Firm handshake
Expresses opinions readily
More likely to introduce self to others
                                          7
Share Dr. Tony’s message with your company/team
                           TA@Alessandra.com
                             1-858-999-2119
–   The MP3 audio series on Relationship Strategies at
    http://www.alessandra.com/productdetails.asp?productid=87

–   The 60 minute Platinum Rule DVD at
    http://www.alessandra.com/productdetails.asp?productid=122

–   The Platinum Rule eBook
    http://www.alessandra.com/productdetails.asp?productid=9

–   41+ Alessandra eBooks at
    http://www.alessandra.com/ebooks.asp
                                                          8
RELATER   SOCIALIZER




THINKER   DIRECTOR
What Do They Do Best?
•   Take charge, competitive, get things done
•   Decisive risk takers
•   Fearless - no obstacle is too big to overcome
•   ENSURING bottom-line results
What’s Hard for Them?
•   Repetitiveness - doing the same tasks over & over
•   Being diplomatic - can come on strong in conversations
•   Lots of rules and regulations
•   Opening up - not shy, but private about personal matters   10
What Do They Do Best?
•   Highly organized; they even plan spontaneity
•   Plan thoroughly before deciding to act
•   Quick to think but slow to speak
•   PLANNING to meet specified expectations
What’s Hard for Them?
• Working with unpredictable people or in disorganized
  environments
• Being outgoing/open - closed about personal matters
• Working with others or in groups - prefers to work alone
• Incomplete/unclear directions                              11
What Do They Do Best?
•   Bring harmony to group situations
•   Friendly & sensitive - great listener
•   Build networks of friends to help do work
•   COORDINATING and COOPERATING with others
What’s Hard for Them?
•   Competition
•   Working with dictatorial or unfriendly people
•   Slow making big decisions - dislikes change
•   Voicing contrary opinions
                                                    12
What Do They Do Best?
•   Inspire others to take action
•   Think fast on their feet - optimistic, intuitive, creative
•   Full of ideas but can be impulsive in trying them
•   PROMOTING ideas, opportunities or people
What’s Hard for Them?
•   Restrictions or routines
•   Formal reports or keeping detailed records
•   Routine - easily bored
•   Re-doing anything once it’s already been done
                                                                 13
OPEN
   Relater           Socializer

INDIRECT                 DIRECT


   Thinker           Director
             GUARDED
Relationship


Slower                  Faster


            Task
•Take time to build rapport; show   •Take time to socialize and build
interest in them as individuals.    a personal relationship.
•Be patient; respond to their       •Create an atmosphere of
concerns.                           excitement, fun and variety.



                                    •Be clear, specific, brief, and
•Be prompt, prepared and precise.
                                    organized with an agenda.
•Allow them time to think; be
comfortable with silences.          •Stick to business. Don’t force a
                                    “personal” relationship.
•   Give your phone number at beginning and end
•   Articulate clearly at a quicker rate of speech
•   Tell them exactly why you are calling
•   Tell them exactly what you want them to do
•   Let them know what to expect with next step

                                                17
•   Articulate clearly at a steady rate of speech
•   Remain cool, calm and professional
•   Tell them exactly why you are calling
•   Tell them exactly what you want them to do
•   Let them know what to expect with next step

                                                    18
•   Lean back in your chair and relax
•   Smile as you speak warmly at a measured rate
•   Sound personable; yet still professional
•   If possible, tell them who referred you
•   Thank them in advance for returning your call

                                               19
•   Use a warm, expressive tone of voice
•   Give the impression that you are upbeat
•   Suggest a meeting where you can share ideas
•   If appropriate, give them your “private” number
•   Let them know the first meeting is exploratory

                                                20
• Practice “active” listening
• Project a more relaxed image
• Develop patience, humility, sensitivity,
  and empathy
• Verbalize the reasons for conclusions
• Be aware of existing sanctions
• Verbalize compliments to others
                                             21
• Openly show appreciation
• Try short cuts and time savers
• Adjust more readily to change and
  disorganization
• Work on timely decision making
• Compromise with others
• Use policies as guidelines, not laws
                                         22
• Say “No” occasionally
• Complete tasks without an
   oversensitivity to others’ feelings
• Take risks by stretching beyond your
  comfort zone
• Delegate to others
• Accept changes in procedures
• Verbalize feelings and thoughts
                                         23
• Control time and emotions
• Spend more time checking, verifying,
  specifying and organizing
• Follow through on agreements
• Concentrate on the task at hand
• Take a more logical approach
• Complete more of what you start
                                         24
1) Focus on the big picture - cover basic steps/
 high points quickly - be prepared, fast and
 businesslike
2) Discover their goals; then give them options
 with costs/benefits
3) Respond quickly with solutions to problems
4) Provide evidence of progress & results; let
 them feel they have control of the situation
                                              25
1) Avoid too much social talk
2) Proceed slowly, stopping at key places to
 check understanding; give them time/space
 to think clearly
3) Provide logical options with pros and cons
4) Deliver on your promises


                                            26
1) Use a pleasant and patient approach by
 actively listening to them
2) Reduce their fears by showing them how
 specific changes will benefit them/ others
3) Practice predictable follow-through with
 personal attention
4) Provide guidance and assurances that you’ll
 iron out any problems to save the relationship
                                             27
1) Show more animation, enthusiasm and
 personal attention
2) Help them prioritize/ organize but skip the
  details and boring material
3) Be slow to criticize; quick to praise; make
  them look good in the eyes of others
4) Summarize in writing who is to do what,
 when, where, how, why
                                                 28
• Want to see bottom-line impact of solution
• Look for P/S that save time or money
• May ask questions to test your competence
• Prefer people who don’t waste their time
• Will hold you to every written, verbal and implied
  promise
• Make fast decisions when they see the benefits
                                                       29
•   Keep your relationship businesslike
•   Be prepared and fast-paced
•   Show you’ve done your homework
•   Explore their desired results and timelines
•   Give options with cost/benefit summary
•   Provide reminders of your track record
•   Respond quickly with solutions to their problems


                                                       30
• Need time & data to evaluate to make decision
• Sometimes get lost in unimportant details; re-focus
  them
• Respond well to reducing or eliminating risk
• Want you to exhibit great expertise in your field
• View too much enthusiasm with skepticism

                                                        31
• Avoid too much social talk
• Explore their knowledge and objectives
• Provide logical options with lots of documentation
  including pros and cons
• Give them time to think
• Provide written guarantees and proof
• Follow a timetable for measuring results
• Deliver on promises

                                                       32
• Like sales relationships based on trust
• Tend to make decisions collaboratively
• Turned off by aggressive, pushy salespeople
• Remain fiercely loyal once trust is establish
• Respond well to personal assurances
• Need gentle guidance to help make decisions

                                                  33
• Focus on building trust and credibility before building
  business
• Explore their current practices and relationship needs
• Provide guidance, direction and personal assurances
• Practice consistent, predictable service with personal
  attention




                                                            34
• Make spontaneous decisions when excited about
  products and/or services
• See benefits before they’re pointed out
• Often buy before they’re sold
• Hate paperwork; want buying to be simple
• Need document to remind them of agreements

                                                  35
• Let them set the pace of the meeting
• Show more animation and enthusiasm
• Explore their dreams and motivations
• Make them look good in the eyes of others, especially
  their boss
• Summarize all details
• Save them complications


                                                          36
Set meaningful, measurable goals
• Challenge them to set an ambitious long-term goal.
Create concrete plans
• Ask for their ideas – they love to solve problems.
• Avoid long stories that illustrate your point. Get right to the point.
• Provide options rather than recommending a specific solution.
Action and accountability
• They are comfortable with less frequent contact than other styles.
• Praise their hard work and positive results.
Set meaningful, measurable goals
• Help them clarify their wants and quantify their goals by asking good questions.
Create concrete plans
• Give them time to think when asking for their ideas.
• Prepare your suggestions thoroughly and accurately before offering them.
• Encourage them to establish a pro-active plan, but let the decision about exactly
  what to do be their own.
Action and accountability
• Help them take immediate action.
• Be very consistent in follow-up, because they thrive on reliable support.
• Point out specific progress made so that they continue to work toward timely
  completion.

                                                                                  38
Set meaningful, measurable goals
• Connect their business goals to their personal priorities.
Create concrete plans
• Help them break down everything into clear, bite-size steps.
• Minimize risks and provide assurances whenever possible.
• Suggest a detailed plan, but don't force their decision.
Action and accountability
• Because they can procrastinate getting started, set a short-term deadline for the
  first action steps.
• Follow up frequently and dependably, offering sincere compliments on all
  progress.
Set meaningful, measurable goals
• Set goals that can be achieved quickly; then set the next goal right away.
Create concrete plans
• Admire their imaginative ideas; provide perspective on results to expect without
  belittling their optimistic plans.
• Provide examples of real-life success strategies from people they admire.
• Because they dislike details, be sure that both of you write down what you
  discuss.
Action and accountability
• Provide frequent and consistent follow-up, with plenty of praise.
• Ask for specifics on follow-up calls; be aware that they may exaggerate.
• Operations-driven vs. Customer-driven
• Moments of Misery vs. Moments of Magic
• Team Passion
   – Foster the creativity of your team so they focus on their passion and customers
• Set Specific Action Steps
   – e.g., 3 foot rule/ 3-0 rule
   – Make what you do with customers is visible to the customers
• Training versus Learning
   – Keep developing our people
   – View training as an investment, not an expense
• Monitor & Measure Results
   – Inspect what you expect
• Reward or Retrain
   – Learn from failures
   – Celebrate wins
   – Always seek a better way to succeed
                                                                        41
Share Dr. Tony’s message with your company/team
                           TA@Alessandra.com
                             1-858-999-2119
–   The MP3 audio series on Relationship Strategies at
    http://www.alessandra.com/productdetails.asp?productid=87

–   The 60 minute Platinum Rule DVD at
    http://www.alessandra.com/productdetails.asp?productid=122

–   The Platinum Rule eBook
    http://www.alessandra.com/productdetails.asp?productid=9

–   41+ Alessandra eBooks at
    http://www.alessandra.com/ebooks.asp
                                                          42

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Platinum Rule Speech Tony Alessandra

  • 1.
  • 2. Mismatched skill set 36% Unclear performance expectations 30% Personality conflicts 17% Failure to fit into corporate culture 14% Don't know 3% 100% 2
  • 3. OPEN INDIRECT DIRECT GUARDED
  • 4. Keeps feelings private Limited range of facial expressions More formal and proper Avoids/minimizes physical contact Goes with the agenda Speaks in specifics (cites facts & examples) Formal handshake Conversation stays on subject 4
  • 5. Shows feelings and enthusiasm freely More relaxed and warm Emphasizes main ideas Goes with the flow Conversation includes many digressions Opinion-oriented Animated facial expressions Easy to get to know in business Friendly handshake Initiates/accepts physical contact 5
  • 6. Infrequent use of gestures and voice intonation to emphasize points More patient and cooperative Often makes qualified statements Gentle handshake Infrequent contributor in groups More likely to wait for others to introduce themselves Reserves expression of opinions 6
  • 7. Frequently uses gestures and voice intonation to emphasize points Less patient; more competitive Often makes emphatic statements Sustained eye contact Frequent contributor in groups Firm handshake Expresses opinions readily More likely to introduce self to others 7
  • 8. Share Dr. Tony’s message with your company/team TA@Alessandra.com 1-858-999-2119 – The MP3 audio series on Relationship Strategies at http://www.alessandra.com/productdetails.asp?productid=87 – The 60 minute Platinum Rule DVD at http://www.alessandra.com/productdetails.asp?productid=122 – The Platinum Rule eBook http://www.alessandra.com/productdetails.asp?productid=9 – 41+ Alessandra eBooks at http://www.alessandra.com/ebooks.asp 8
  • 9. RELATER SOCIALIZER THINKER DIRECTOR
  • 10. What Do They Do Best? • Take charge, competitive, get things done • Decisive risk takers • Fearless - no obstacle is too big to overcome • ENSURING bottom-line results What’s Hard for Them? • Repetitiveness - doing the same tasks over & over • Being diplomatic - can come on strong in conversations • Lots of rules and regulations • Opening up - not shy, but private about personal matters 10
  • 11. What Do They Do Best? • Highly organized; they even plan spontaneity • Plan thoroughly before deciding to act • Quick to think but slow to speak • PLANNING to meet specified expectations What’s Hard for Them? • Working with unpredictable people or in disorganized environments • Being outgoing/open - closed about personal matters • Working with others or in groups - prefers to work alone • Incomplete/unclear directions 11
  • 12. What Do They Do Best? • Bring harmony to group situations • Friendly & sensitive - great listener • Build networks of friends to help do work • COORDINATING and COOPERATING with others What’s Hard for Them? • Competition • Working with dictatorial or unfriendly people • Slow making big decisions - dislikes change • Voicing contrary opinions 12
  • 13. What Do They Do Best? • Inspire others to take action • Think fast on their feet - optimistic, intuitive, creative • Full of ideas but can be impulsive in trying them • PROMOTING ideas, opportunities or people What’s Hard for Them? • Restrictions or routines • Formal reports or keeping detailed records • Routine - easily bored • Re-doing anything once it’s already been done 13
  • 14. OPEN Relater Socializer INDIRECT DIRECT Thinker Director GUARDED
  • 15. Relationship Slower Faster Task
  • 16. •Take time to build rapport; show •Take time to socialize and build interest in them as individuals. a personal relationship. •Be patient; respond to their •Create an atmosphere of concerns. excitement, fun and variety. •Be clear, specific, brief, and •Be prompt, prepared and precise. organized with an agenda. •Allow them time to think; be comfortable with silences. •Stick to business. Don’t force a “personal” relationship.
  • 17. Give your phone number at beginning and end • Articulate clearly at a quicker rate of speech • Tell them exactly why you are calling • Tell them exactly what you want them to do • Let them know what to expect with next step 17
  • 18. Articulate clearly at a steady rate of speech • Remain cool, calm and professional • Tell them exactly why you are calling • Tell them exactly what you want them to do • Let them know what to expect with next step 18
  • 19. Lean back in your chair and relax • Smile as you speak warmly at a measured rate • Sound personable; yet still professional • If possible, tell them who referred you • Thank them in advance for returning your call 19
  • 20. Use a warm, expressive tone of voice • Give the impression that you are upbeat • Suggest a meeting where you can share ideas • If appropriate, give them your “private” number • Let them know the first meeting is exploratory 20
  • 21. • Practice “active” listening • Project a more relaxed image • Develop patience, humility, sensitivity, and empathy • Verbalize the reasons for conclusions • Be aware of existing sanctions • Verbalize compliments to others 21
  • 22. • Openly show appreciation • Try short cuts and time savers • Adjust more readily to change and disorganization • Work on timely decision making • Compromise with others • Use policies as guidelines, not laws 22
  • 23. • Say “No” occasionally • Complete tasks without an oversensitivity to others’ feelings • Take risks by stretching beyond your comfort zone • Delegate to others • Accept changes in procedures • Verbalize feelings and thoughts 23
  • 24. • Control time and emotions • Spend more time checking, verifying, specifying and organizing • Follow through on agreements • Concentrate on the task at hand • Take a more logical approach • Complete more of what you start 24
  • 25. 1) Focus on the big picture - cover basic steps/ high points quickly - be prepared, fast and businesslike 2) Discover their goals; then give them options with costs/benefits 3) Respond quickly with solutions to problems 4) Provide evidence of progress & results; let them feel they have control of the situation 25
  • 26. 1) Avoid too much social talk 2) Proceed slowly, stopping at key places to check understanding; give them time/space to think clearly 3) Provide logical options with pros and cons 4) Deliver on your promises 26
  • 27. 1) Use a pleasant and patient approach by actively listening to them 2) Reduce their fears by showing them how specific changes will benefit them/ others 3) Practice predictable follow-through with personal attention 4) Provide guidance and assurances that you’ll iron out any problems to save the relationship 27
  • 28. 1) Show more animation, enthusiasm and personal attention 2) Help them prioritize/ organize but skip the details and boring material 3) Be slow to criticize; quick to praise; make them look good in the eyes of others 4) Summarize in writing who is to do what, when, where, how, why 28
  • 29. • Want to see bottom-line impact of solution • Look for P/S that save time or money • May ask questions to test your competence • Prefer people who don’t waste their time • Will hold you to every written, verbal and implied promise • Make fast decisions when they see the benefits 29
  • 30. Keep your relationship businesslike • Be prepared and fast-paced • Show you’ve done your homework • Explore their desired results and timelines • Give options with cost/benefit summary • Provide reminders of your track record • Respond quickly with solutions to their problems 30
  • 31. • Need time & data to evaluate to make decision • Sometimes get lost in unimportant details; re-focus them • Respond well to reducing or eliminating risk • Want you to exhibit great expertise in your field • View too much enthusiasm with skepticism 31
  • 32. • Avoid too much social talk • Explore their knowledge and objectives • Provide logical options with lots of documentation including pros and cons • Give them time to think • Provide written guarantees and proof • Follow a timetable for measuring results • Deliver on promises 32
  • 33. • Like sales relationships based on trust • Tend to make decisions collaboratively • Turned off by aggressive, pushy salespeople • Remain fiercely loyal once trust is establish • Respond well to personal assurances • Need gentle guidance to help make decisions 33
  • 34. • Focus on building trust and credibility before building business • Explore their current practices and relationship needs • Provide guidance, direction and personal assurances • Practice consistent, predictable service with personal attention 34
  • 35. • Make spontaneous decisions when excited about products and/or services • See benefits before they’re pointed out • Often buy before they’re sold • Hate paperwork; want buying to be simple • Need document to remind them of agreements 35
  • 36. • Let them set the pace of the meeting • Show more animation and enthusiasm • Explore their dreams and motivations • Make them look good in the eyes of others, especially their boss • Summarize all details • Save them complications 36
  • 37. Set meaningful, measurable goals • Challenge them to set an ambitious long-term goal. Create concrete plans • Ask for their ideas – they love to solve problems. • Avoid long stories that illustrate your point. Get right to the point. • Provide options rather than recommending a specific solution. Action and accountability • They are comfortable with less frequent contact than other styles. • Praise their hard work and positive results.
  • 38. Set meaningful, measurable goals • Help them clarify their wants and quantify their goals by asking good questions. Create concrete plans • Give them time to think when asking for their ideas. • Prepare your suggestions thoroughly and accurately before offering them. • Encourage them to establish a pro-active plan, but let the decision about exactly what to do be their own. Action and accountability • Help them take immediate action. • Be very consistent in follow-up, because they thrive on reliable support. • Point out specific progress made so that they continue to work toward timely completion. 38
  • 39. Set meaningful, measurable goals • Connect their business goals to their personal priorities. Create concrete plans • Help them break down everything into clear, bite-size steps. • Minimize risks and provide assurances whenever possible. • Suggest a detailed plan, but don't force their decision. Action and accountability • Because they can procrastinate getting started, set a short-term deadline for the first action steps. • Follow up frequently and dependably, offering sincere compliments on all progress.
  • 40. Set meaningful, measurable goals • Set goals that can be achieved quickly; then set the next goal right away. Create concrete plans • Admire their imaginative ideas; provide perspective on results to expect without belittling their optimistic plans. • Provide examples of real-life success strategies from people they admire. • Because they dislike details, be sure that both of you write down what you discuss. Action and accountability • Provide frequent and consistent follow-up, with plenty of praise. • Ask for specifics on follow-up calls; be aware that they may exaggerate.
  • 41. • Operations-driven vs. Customer-driven • Moments of Misery vs. Moments of Magic • Team Passion – Foster the creativity of your team so they focus on their passion and customers • Set Specific Action Steps – e.g., 3 foot rule/ 3-0 rule – Make what you do with customers is visible to the customers • Training versus Learning – Keep developing our people – View training as an investment, not an expense • Monitor & Measure Results – Inspect what you expect • Reward or Retrain – Learn from failures – Celebrate wins – Always seek a better way to succeed 41
  • 42. Share Dr. Tony’s message with your company/team TA@Alessandra.com 1-858-999-2119 – The MP3 audio series on Relationship Strategies at http://www.alessandra.com/productdetails.asp?productid=87 – The 60 minute Platinum Rule DVD at http://www.alessandra.com/productdetails.asp?productid=122 – The Platinum Rule eBook http://www.alessandra.com/productdetails.asp?productid=9 – 41+ Alessandra eBooks at http://www.alessandra.com/ebooks.asp 42