The Five Imperatives of the Trusted Strategic Advisor

Becoming a Trusted Strategic Advisor imposes five crucial imperatives:

  1. Jettison staff-based assumptions.
  2. See the whole board.
  3. Tolerate constructive ambiguity but strive for certainty.
  4. Maximize your prerogatives.
  5. Develop real expertise beyond your staff function.

Jettison Staff-Based Assumptions

One of the most profound underlying concepts of success as a Trusted Strategic Advisor is the imperative to set aside all your staff-based assumptions and orient your life, your thinking, and your recommendations to the perspectives, viewpoints, and issues of those you advise.

See The Whole Board

If you have been tutored by or have taken classes from a skilled chess player, you know that one of the most important lessons is to keep the entire board in mind. You have to look at the whole board constantly as you plan and make your moves, assessing, analyzing, and forecasting the other moves that could result.

Tolerate Constructive Ambiguity, but Strive For Certainty

Consultants and advisors are fundamentally option and alternative finders rather than solution finders. This is because leaders recognize that having a solution is oftentimes the least of their worries. What really matters is finding a process to get to something that works-almost anything that works. This is another area where the trusted advisor plays a crucial role.

Maximize Your Prerogatives

Being influential means having power. Getting things to happen today, when you want to or need to, is about creating immediate, visible impact through actions or decisions by the boss.  You can also choose to be influential over longer time frames-whichever strategy best fits the objective you seek to achieve.

Develop Real Expertise Beyond Your Staff Function

If you want to gain access beyond routine staff consultations by operating executives, you must possess, perhaps above all else, some real, recognizable business expertise. This expertise generally needs to move beyond your area of staff knowledge. The reasoning is that most senior operators feel fairly confident of their knowledge base in your area and assume that your competence in that area comes with the territory. If you stay within the box of your staff expertise, you will be called only when the boss thinks that your staff expertise is required, usually, it’s to validate something he or she already wants to do in your area.

Pick a topic or field of interest you like at work or in your industry. Develop real expertise, it’s how you earn entry to the top levels of your organization.

*©2006-2025, James E. Lukaszewski, “Why Should the Boss Listen to You, The Seven Disciplines of the Trusted Strategic Advisor, page xxxv-xlii,” Josey Bass. Contact the copyright holder at jel@e911.com for information and reproduction permissions. Editing or excerpting forbidden.

Seeking Forgiveness

Eight Steps to Rebuilding and Rehabilitating Trust

Seeking Forgiveness is society’s requirement for relationship, trust, and credibility restoration. Adverse situations using this template remediate faster, cost a lot less, are controversial for much shorter periods of time, suffer less litigation, and help the victims come to closure more quickly. Obtaining forgiveness involves completing the nine steps below. To achieve success in the shortest possible time, these steps should be initiated and completed as quickly as possible: like, start them all today. Skip a step or be insincere and the process will be incomplete and fundamentally fail.

Step #1  Candor:  Outward recognition, through promptly verbalized public acknowledgement (or outright apology), that a problem exists; that people or groups of people, the environment, or the public trust are affected; and that something will be done to remediate the situation.

Step #2  Explanation (No matter how silly, stupid, or embarrassing the problem-causing error was):  Promptly and briefly explain why the problem occurred and the known underlying reasons or behaviors that led to the situation (even if we have only partial early information).

Step #3    Affirmation:  Talk about what you’ve learned from the situation and how it will influence your future behavior.  Unconditionally commit to regularly report additional information until it is all out or until no public interest remains.

Step #4  Declaration:  A public commitment and discussion of specific, positive steps to be taken to conclusively address the issues and resolve the situation.

Step #5  Contrition:  The continuing verbalization of regret, empathy, sympathy, even embarrassment.  Take appropriate responsibility for having allowed the situation to occur in the first place, whether by omission, commission, accident, or negligence.

Step #6  Certification:  Promptly ask for help and counsel from “victims,” government, the community of origin, independent observers, and even from your opponents.  Directly involve and request the participation of those most directly affected to help develop more permanent solutions, more acceptable behaviors, and to design principles and approaches that will preclude similar problems from re-occurring.  Accept outside oversight or independent monitoring to certify that what you say you will do is what you do.

Step #7  Commitment:  Publicly set your goals at zero.  Zero errors, zero defects, zero dumb decisions, and zero problems.  Publicly promise that to the best of your ability situations like this will never occur again.

Step #8  Restitution:  Find a way to quickly pay the price.  Make or require restitution.  Go beyond community and victim expectations, and what would be required under normal circumstances to remediate the problem.

*©2006-2025, James E. Lukaszewski. All rights reserved. Contact the copyright holder at jel@e911.com for information and reproduction permissions. Editing or excerpting forbidden.

The More Of These Attributes You Have The Larger Your Influence.

  1. Meetings are held up, waiting for you to arrive to make important contributions or interpretations of current events or questions.
  2. People remember what you say and quote you in other places.
  3. People remember what you say and quote you in your presence.
  4. People tell your stories and share your lessons as though those stories and lessons come from them.
  5. People learn things from you that they acknowledge are yours and use them to convince others.
  6.  Others share their agendas and beliefs with you in the hope of influencing you to change the behavior or decisions of others more senior or powerful than them.
  7. Bosses listen, hear and react to what you observe and advise.
  8. Bosses often select the action options you suggest, but also often use your insight to go in a different direction. Doing something is usually better than doing nothing.
  9. Just your presence will influence outcomes.
  10. (Bonus) You use the three-minute drill to give advice.

*©2006-2025, James E. Lukaszewski, “Why Should the Boss Listen to You, The Seven Disciplines of the Trusted Strategic Advisor, page XV,” Josey Bass. Contact the copyright holder at jel@e911.com for information and reproduction permissions. Editing or excerpting forbidden.

The Three Minute Drill

How to give advice your boss will hear and use.

As America’s Crisis Guru®, I am preparing to launch an A.I. twin which will dramatically improve access to my writings and thinking. Of the nearly two million words I have published in my lifetime, it is The Three Minute Drill™ published almost 40 years ago that stands powerfully, urgently, and with lasting influence. This single document has powerfully changed the relationships between trusted strategic advisors and those that they coach and counsel.

Supercharge your career in more critical ways, more powerful ways, more practical ways using  The Savvy Thinking of The Three Minute Drill. Good luck. Remember, I’m always available to talk about how to make your time matter more.

The crucial reality of being a trusted strategic advisor is that the best and most critical advice is often needed in a brief period of time (on-the-spot) under enormous event pressure. The Three Minute Drill is a compact, direct process for giving those who rely on your focused, accurate, and complete information – framed in a strategic way – as options – from which leaders can choose a course of action, or not. Emphasis on, “they choose.” That’s where your power lies…providing clear options for the bosses to decide to use, or not.

The discipline is to use this highly focused, structured, time-sensitive approach to get your recommendations promptly put forward and clearly understood. This allows the balance of the brief discussion time, meeting time, or face time with those you advise to be productive and directed toward helping them make better decisions. Here are the six elements of the process:

Step 1: Situation description (60 words):Briefly describe the nature of the issue, problem, or situation. This is the factual basis for “what we know now,” “why we need to take your time, now, to discuss this,” or “This is a new and important topic we need to talk about, now.” The Three Minute Drill process gets the boss up to speed quickly.

Step 2. Analysis (60 words): Briefly describe what the situation means, its implications, and perhaps, how it threatens or presents opportunities. Include one or two key assumptions that validate the analysis. Managers need to know the why, plus useful details. They’re also interested in the intelligence you’ve gathered or know that supports your analysis, assumptions, recommendations, and option selection.

Step 3: The goal (60 words): A clear, concise statement of the task to be accomplished. Goals keep everyone focused forward. The goal should be stated as the behavioral, emotional, or intellectual change in your target constituencies. Useful goals are understandable, brief, achievable, positive, and time/deadline sensitive. The boss always wants to know when they will score.

Step 4. Options (150 words): Always present at least three options for action.  You can suggest more, but three is optimal for management to choose from. The goals you suggest are to, “do something, the 100% option,” or “do something more, the 125% option,” or “do nothing, the zero percent option.” Having multiple options keeps you at the table and avoids the “death by question” syndrome that often plagues the “magic bullet” or single recommendation approach. Lose that single recommendation through a crucial unanticipated question or concern, and you’ll find yourself outside of the discussion for the duration. CEOs learn early there are always more than one way to accomplish everything.

Step 5. Recommendation (60 words): Be prepared to stay in the room and say what you would do if you were in your boss’ shoes, and why. The recommendation is usually selected on the basis of which option will cause the least number of negative unintended consequences. This is where you earn your paycheck and a place at the table. The boss will always want to know what you would do if you were in his/her shoes. Be prepared to stay in the room to walk through a similar sort of analysis for each of the options proposed.

Step 6. Justification (60 words): Identify the negative unintended – but fully predictable – consequences of each option, including the option to do nothing. These are the reactions or circumstances that could arise resulting from the options you suggest (including doing nothing). Every management decision or action has consequences that can be expected. Each also has unintended consequences that can also be forecast. Inadequate provision for consequences is what sabotages otherwise useful strategies.

Striving to provide advice in this 450-word format (three minutes) is powerful, conserves management time, and coupled with the discipline of suggesting three action options every time, will get you invited back to the table again and again. Savvy Thinking means writing to time, talking to time…the boss will notice and invite you back or to stay.

Copyright © 2018-2025, James E. Lukaszewski. All rights reserved. For permission to reproduce or quote, contact jel@e911.com.

Avoiding Ethics Leads To Weak And Failed Leadership

Pocket Books

Lukaszewski Ethical Truism # 1.

The First Principle of Ethical Conduct:

All ethical, moral, compassionate, decent, civil and lawful behaviors are intentional. The choice is always clear and always yours.

Lukaszewski Ethical Truism # 2

The Second Principle of Ethical Conduct:

All questionable, inappropriate, unethical, unconscionable, immoral, predatory, improper, victim-producing and criminal behaviors are also intentional.

The choice is always clear and always yours.

Lukaszewski Ethical Truism # 3

The Majority of Bad and Erroneous Decisions in Crisis are Intentional

Which means they’re probably unethical

Will Durant’s extraordinary definition of ethics that appeared in an introduction to his 1926 book, “The Story of Philosophy,” is among his greatest gifts to us.

This quote often elicits comments from academics and others who study philosophy to tell me why Spinoza, Socrates, Plato, and other ethical luminaries in history were more significant. Will Durant put the most practical definition of ethics into the English language. I have a corollary thought:

Lukaszewski Ethical Corollary #1

If what you’re planning or doing or did is appropriate, constructive, crucial, helpful, important, necessary, positive, sensible, sensitive, simple and useful, it’s also likely to be ethical.

Lukaszewski Ethical Truism # 4

Lukaszewski Ethical Corollary #2

Pathological Leadership is the opposite of ideal conduct: Intentionally Making Bad mean, Wrong Decisions, that intentionally hurt, frighten or kill people, animals and living systems.

And then there is…

The Lexicon of Preemptive Self-Forgiveness

How Perpetrators, Predators, Criminals, and Bad People
Hide in Plain Sight…We Let Them, we hide them, and we seem to support them.

Where in the world is the school where managers and leaders study apology avoidance or, as I prefer to call it, arrogantly applied Self Forgiveness (AASF)? It is no surprise that perpetrator and predator-like managers and leaders early in their careers develop an obvious and impressive array of personal apology avoidance habits and language. I’d bet that even their mothers are surprised, but then again, maybe not. We’ll get back to moms later.

In my experience there are four general approaches for AASF:

  1. Self-forgiveness
  2. Self-talk
  3. Self-delusion
  4. Lying

You’ll recognize each one by the language perpetrators use. Remember, apology avoiders deny that they are perpetrators or predators until they are exposed. Even then they blame those around them. I always recommend talking about these avoidance excuses, if given the chance, as widely and as soon as the subject, or argument, about apology arises, usually early in crisis (where there are victims) and reputationally damaging situations. It is crucial that those around leaders and managers be able to identify, speak up and call attention to these falsities and fallacies repeatedly as crisis response elements are developed.

Let’s begin with the lawyers.

“The lawyers won’t let me apologize.”

Look, lawyers are consultants like every other staff advisor in the play. Remember, like other internal or external staff counselors, they can only advise. Key decisions are always client decisions.

Apology is always a leadership decision, rather than just a legal decision. Wait a minute. Yes, an apology is always an admission whatever the circumstances and has legal implications — that’s the reason we have attorneys.

Lukaszewski Truism #5

Apology is Ideal Conduct

I define apology as the Atomic Energy of Empathy because, when apologies are given, bad things can start to stop happening. Some bad decisions can be stopped before they begin. One of the most common things that can stop happening is “get even” driven litigation. There is almost always litigation for damages – that’s what insurance is for. Following an apology, the tone is different, and settlement can become the focus. Your insurance company will play a very large role.

You do have to prepare for trial, but here’s another powerful twist: hire a second independent law firm to start settlement talks immediately. Even though it is commonly done, law firms litigate until they can’t and then negotiate a settlement.  Settlement can occur a lot faster than the traditional pre-trial defense litigation steps. Besides, the odds of litigation getting to trial in the U.S. is small (like one out of more than a hundred). Courts encourage and support settlement talks at the earliest possible time.

Lukaszewski Truism #6

An effective apology has five must-be-done components:

  1. Admission of doing something that hurts or victimizes;
  2. Explanation of specifically what the harm is/was/will be;
  3. Discussion of lessons learned and behaviors that will change to prevent future occurrences;
  4. Direct request of the victims for forgiveness;
  5. Penance or compensation agreed upon to be performed to atone for the damages done and to come.

Having said this, you still need to know the four apology avoidance strategies. Here they are. All should sound familiar.

Strategy 1. Self-forgiveness:

  • “It’s an industry problem; we are not the only ones.”
  • “This isn’t the first time this has happened and it won’t be the last time.”
  • “Let’s not blow this out of proportion.”
  • “We couldn’t have known.”
  • “It’s not systemic.”
  • “Don’t our good deeds count for anything?”

Strategy 2. Self-talk:

  • “It’s an isolated incident.”
  • “It couldn’t have been done by our people.”
  • “Not many were involved.”
  • “If we don’t do it, someone else will.”
  • “Let’s not get ahead of ourselves.”

Strategy 3. Self-delusion:

  • “It’s not our fault.”
  • “It’s not our problem.”
  • “We can’t be responsible for everything.”
  • “It won’t happen again.”
  • “It was only one death, in one place, at one time. Why is everyone so angry?”
  • “Life can’t exist without risk.”

Strategy 4. Lying:

  • “I don’t know.”
  • “We’ve never done that.”
  • “It hasn’t happened before.”
  • “It can’t happen again.”
  • “We won’t give up without a fight.”
  • “I’m not a crook.”
  • “I did not have sex with that woman.”
  • “I am not a racist.”

Share these lists with every executive so they know all these excuses are off limits. Don’t worry – the urge for avoidance is so strong, bosses, lawyers and communicators will begin thinking of new ones immediately. As you hear the new avoidance language, build another list and circulate immediately to executives to re-inoculate them against future apology avoidance.

Most of all, have the boss call his/her mom (they probably have already) and ask their advice before trying any of these avoidance strategies. We both know what her advice will be. Take it and have a better life, maybe even keep your job.

The attorneys may be upset; some in your cohort will call you a sissy. Some colleagues may beg you not to apologize because, if you do apologize, they may have to sometime in the future.  

Lukaszewski Truism #7

Practicing apology, humility and compassion are the real work of leaders, especially when victims are created.

You will sleep better. Mom will be proud.

How to Stay a Vital Leadership Partner

Ten Relationship Competencies the Trusted Strategic Advisor Must Master to Stay a Vital Leadership Partner

Over the years, through conversations, observation and coaching with trusted strategic advisors and their clients, a list of powerful competencies emerged that clearly help to build the effectiveness, reliability and trustworthiness of the trusted strategic advisor.  Early in my career as I observed these key advisors doing their jobs, it struck me that there was a pattern of competencies the trusted strategic advisors should strive to achieve.

The purpose of the competency list is to establish successful patterns of achievement. To be more successful requires providing crucial strategic assistance to senior people, leaders and to up and coming employees. 

The Ten Ingredients of Operational Excellence for a trusted strategic advisor are really a series of questions that the TSA asks themselves as they go about giving advice, being helpful and providing other strategically important services. The question TSA’s are asking themselves are very simple, “Is what I’m doing right now and how I’m doing it going to address important issues and questions for my client and in the process improve my access to this particular individual, organization or business unit?”  “Or, is what I’m doing right now going to improve my acceptance going forward and helping me gain even more access to be helpful to other important people?”  So, the technique is to consciously apply usable questions to each of these ten very desirable attributes so they become second nature to the TSA’s daily activities.

  1. Access: success often depends on easy access to those you are serving.  Sounds simple, but we often feel that we are at risk working on especially difficult or challenging subjects.  Deal with it. What are the response options to each scenario encountered?
  2. Acceptance: The key here is remembering that you do what you do to help these people achieve their objectives from their own perspectives.  Expect gratitude to come slowly at first.  Your acceptance and your value increase as these people you are helping begin to recognize that you are helpful, reliable and trustable. 
  3. Engagement: often this is the toughest task because it requires that you speak up.  I often recommend “laggership.” Be the second person or more importantly the last person to speak, to enable the perspective that the person you are advising needs  as they leave the room. 
  4. First call: people in trouble or in need will come to you sooner.  Train your clients to always call you sooner rather than later.  
  5. Impact: impact is about being memorable.  We often are put in the position of routinely providing and reporting data and other information.  Your responsibility is to promptly report the information required, but do it in memorable ways, be a storyteller, find out some specific useful angle of what you are describing so you will know that they will leave the room with something fresh and useful in their brain.
  6. Inclusion: you might find that occasionally you have to keep tabs on what the people you are supposed to be leading or guiding are doing.  Perhaps from time to time you need to invite yourself or see that you are invited.  Step up rather than wait (yes, this seems to be the opposite of laggership). Be flexible.  Look for opportunities to help leaders lead. Step up.
  7. Influence: keep in mind the real value of your presence is as a source of important information, ideas, inspiration, interpretation, and feedback. My guiding principle here is to say less, make it more important, write less but make it essential, memorable reading, and as always make it interesting, useful or surprising. 
  8. Interaction: the more familiar people become with you and the work you do the more places you will be invited to add to your itinerary of places to be or things to think about.  Time to be a little forward here and if there are places you think that need attention, mention it and ask to be assigned or permitted or invited. 
  9. Last call: generally speaking the goal of the trusted strategic advisor is to be consulted early and to be perhaps the last person spoken to by your principle before he or she steps out into the limelight and puts their career on the line. 
  10. Respect: respect is earned predominantly through demonstrating with your every interaction that your advice shows that you are in it for them, for their goals and objectives. Remember, the successful ideas you provide will be attributed to your clients rather than to you. Get used to it, encourage it, and be comfortable with it.

The Lukaszewski Trusted Strategic Advisor Fieldbook

Chapter One

  1. Strategists, Advisors and Leaders are Constantly Searching for Unique Skills
  2. The 11 Action Principles of The Trusted Strategic Advisor
  3. Eight Tests That Prove You are a TSA
  4. Do You Really Have the Stomach to be a TSA?

Welcome

Welcome to the first chapter of the first edition of the Trusted Strategic Advisor Fieldbook. I’ve been meaning to develop this document for many years. This Fieldbook is meant to be just that, things that work in the field. I will publish soon the table of contents for this Fieldbook and ask you to critique it and make additional topic suggestions. Here we go.

 The Constant Search for Unique Skills

The higher one rises in management and leadership the more difficult it is to locate and be helped by people committed to your interests, needs and goals. Lots of competing agendas at the top.

Senior people and leaders are constantly in search of:

  • Individuals with common sense.
  • Individuals with a sense of humor.
  • Individuals with their ears to the ground.
  • Individuals who can tell which way the wind will blow.
  • People who can spot the stinkers, fakers, and charlatans.
  • People who are iconoclasts, rule breakers, and productive mistake makers.
  • Pragmatists to help manage the inherent over-optimism of leadership.
  • True strategists, inconsistent thinkers who ask the toughest questions.
  • People who can find and tell the truth, first, fast, always.

Where do you fit among these categories? Few people have all of these attributes but most all these traits can be learned. Plus, an even bigger question for you: Are you willing to change yourself for the benefit of others, from their perspective?

One of the most intriguing aspects of being a Trusted Strategic Advisor is developing the habit and the skill of looking at the world through your boss’s eyes. Then, helping the boss see their world more clearly. The lessons are:

  1. Whatever your area of special expertise, chances are the boss needs more from you, beyond your knowledge base.
  2. The boss may ignore your advice, meaning seeking different advice or advisors, or just the notion that other kinds of advice are needed.
  3. Will you expand your vision and thinking beyond what you came with?
  4. Are you willing to find the help needed, even if that reduces your presence in the C suite?  If you do this your time in the C suite will expand.

Among the greatest skills of a Trusted Strategic Advisor is the ability to anticipate the direction of leadership thinking and be ready to walk down whatever road is chosen very quickly or block the new direction with a better direction.

The TSA’s Working Principles

  1. Always say things that matter.
  2. Say less but make your messages more important.
  3. Talk to time; Three-minute bursts, 450 words
  4. Write less but make your words powerful, compelling, and memorable.
  5. Write to time; one page, one side; beginning to end, 450 words, 3 minutes.
  6. Suggest less. New ideas are less valuable than getting yesterday’s lingering problems solved.
  7. Be worth hearing because you are memorable, sensible, and say what needs to be said, when it needs to be said.
  8. Being memorable means suggesting crucial, incremental, achievable options from which leaders will choose . . .or reject.
  9. Provide three options every time: do nothing, do something, do something more. Use the three-minute drill. 
  10. Remember, they choose the option, unless they choose to do something else. Be the first to support their initiative, or to constructively challenge.
  11. It’s their bus. You are a valued guest until you’re not.

Eight Tests You’ll Have to Pass that Demonstrate
You Have Become a Trusted Strategic Advisor:

  1. People remember what you say and quote you when you’re not in the room.
  2. People quote you in your presence.
  3. People tell your stories and share the lessons, giving you the credit.
  4. People tell your stories and share your lessons as though those stories and lessons belonged to them.
  5. Others seek your opinions and ideas, then share their agendas and beliefs with you in the hope of influencing you to influence the behaviors and decisions of others more senior than either of you.
  6. The boss asks others to run their stuff by you before running it by them.
  7. You are among the first called and the last consulted for important decisions.
  8. Meetings are held up waiting for you to arrive to make important contributions or interpretations of current events.

Before You Seek to Become a Trusted
Strategic Advisor, Ask Yourself:

a. Do I have the stomach for the intense, conflict-ridden and often confrontational environment in which decisions are made at the senior levels of organizations?

b. Can I dispassionately assess the strengths, weaknesses, opportunities, options and threats to the organization from a variety of useful constructive perspectives (more than just the media)?

c. What is the real expertise, beyond my area of staff knowledge, that I bring to those who run my organization?

d. Will I commit to mastering the seven disciplines of the trusted strategic advisor and harness their power for my success and the success of those I advise?

e. How do I credibly and convincingly answer the question, “Why should the boss listen to me?”

Copyright © 2025, James E. Lukaszewski. All rights reserved. For permission to reproduce or quote, contact jel@e911.com.

Finding, Learning, and Remembering Life’s Lessons

by Applying Daily Learning Audit Questions
Your Personal Daily Incremental Learning Audit

One benefit of growing older is that every month brings a handful of messages from former clients, students, colleagues, friends, relatives, even strangers. They want to share some episode from their lives where something I said, wrote, discussed, or taught powerfully affected their life’s trajectory.

These notes are always inspiring. I respond in two ways, grateful appreciation and asking these correspondents to please answer several of the following questions, or as many as they care to:

  1.     What’s the most important thing you learned from me?
  2.    What is the most surprising thing you learned from me?
  3.   What’s the most interesting thing you learned from me?
  4.   What’s the most unusual thing you learned from me?
  5.   What’s the most useful thing or idea that you learned from me?
  6. What do you know now that you didn’t know before you heard, saw, talked, or something read from me?
  7. What new questions were raised for which you need answers or deeper questions?
  8. What will/did you do differently based on what you learned from me?
  9. Why did you come to me? 

How I learned to organize my daily learnings, every day

From the earliest days of my career, there was so much to learn every day. I was having trouble retaining and recalling it all. Then I met this amazing young, new CEO I was to be coaching. He asked me to visit him every Tuesday at 5:30pm for an hour. Well, ok. He’s the client and the requests were unusual but reasonable.

After a month of Tuesday meetings, I asked him why he set our weekly meeting the way he did. I will always remember his response and so will you.

He said,” I spend every Tuesday afternoon evaluating what those who work for me have learned from me.” And then he said,” “and, I from them.” “Jim, you come at the end of my learning day to help me truly and powerfully understand and integrate my thinking and their thinking into what we do every day.”

His technique was to ask a handful of important questions, then lean forward and listen carefully. His questions were business related, some technical, some emotional, some calling for judgmental responses.

At that moment I knew I should have been paying him.

Getting Started

I immediately established a set of my own Learning Audit Questions. Everyone took the questions very seriously.

Here’s a set of answers from an assistant who worked for me for one year:

Learning Audit Example #1
Former Assistant (with me 18 months)

Jim, here are my answers to those questions. I hope this is helpful to you.

  1. The most important thing I learned is a quote from your book where you speak about how helping someone else achieve their goal will in turn help you achieve your own goals. 
  2. The most interesting thing I’ve learned is to focus on what can be
    accomplished to look for solutions, always be mindful of the way I’m speaking or writing in correspondence, and to not default to what “cannot be done”. 
  3. The most surprising thing I learned is about myself and how, even though I love writing, I wouldn’t want to write for a living, which is why I’ve enjoyed my work and time as an admin.
  4. The most useful thing I’ve learned is just the importance of tracking, maintaining, and creating a process and system for organization not just of material and content, but also of life things.
Learning Audit Example #2 Former client in mid-career, years ago with me 2.5 years

Jim, In terms of your questions:

  1. What is/was the most important thing you learned from me?
    a. The importance of being a verbal visionary and how to achieve that
    b. Use of power words, especially for women
    c. Know your client’s/leader’s business and their concerns and perspectives
    d. Don’t be afraid to raise tough questions
  2. What is/was the most surprising thing you learned from me?
    a.    The critical need to identify and care for victims – and they aren’t always who you think they are.
    b.   The importance of face-to-face comms – with internal and external audiences. The power of this became crystal clear when I helped implement your strategy for the Venice Hospital sale.
  3. What is/was the most interesting thing you learned from me?
    What leaders need and want – options, candor, straight talk.
  4. What is/was the most memorable thing you learned or observed about me?
    How you communicated with leaders and held their attention!
  5. What are/were some important questions that you needed answers following our work together?

    How can I continue to improve?
  6. What do you do differently now because of our working together?
    Many things!
    a. Stopped preparing long documents of strategies and options.
    b. Learned to think more on my feet and respond verbally, immediately.
    c. You made me a much better strategist and counselor.
  7. Question 9

    Quite often, Question # 9 triggers a conversation. “Why did you come to me?” Here is an answer from a senior practitioner and tends to reflect similar answers to this question.

    She said, “I reached out to you because when I think of who has made an impression on my career, you are among a handful. I’ve appreciated your direct and invaluable approach to counseling executives. It’s straight as in forward, considerate, decisive, and anchored in doing the right thing…while being prepared if that doesn’t happen.

    My Recommendations for you

    Whatever the stage of your career, you can begin using this technique to teach yourself about yourself, a handful of real questions in every evaluation situation. Keep it simple.

    If I’m seeking evaluation of a presentation, meeting, coaching session, or similar setting, I’m interested in learning what other people learned from spending time with me, from their perspective. If I am going to take some participant’s time with a survey it should be:

    1. Brief, 5 questions is the ideal length. You can always follow up with more.
    2. Help them learn about what they learned during their program or experience with you, while also helping you learn about yourself. 
    3. What to avoid.

    Avoid #1. Surveys that just collect data mindlessly and without purpose. It’s irritating. Stop participating. Focus on fact and truth-gathering approaches as advocated here.

    Avoid #2. Forced answer polls/surveys. Forced answers corrode and contaminate survey results. Forced answering is forced lying that produces mis or disinformation. STOP It. Avoid any data gathering using forced answers. Survey Monkey always uses forced answers. All Monkey Surveys and surveys requiring forced answers are garbage.

    Avoid #3 Lying. Expose lying. The more lies you or others you know fabricate and compound, the deeper the truth gets hidden and harder to find.

    • Allegories
    • Analogies
    • Euphemism
    • Lies
    • Metaphors
    • “Nuanced Descriptions”
    • Obfuscation
    • Stories – are never the truth.
    • Translations, “in other words…”

      Look familiar?  Yes, we use some of these tools and techniques when trying to avoid the truth. In the end it’s a lot easier to be simple, sensible, positive, declarative and plainly truthful.
       
      Truth avoidance is the greatest contributor to confusion, doubt, suspicion and needless usually permanent trust damage.
       
      To be continued.

LUKASZEWSKI’S CONTENTION SURVIVAL MANIFESTO

Keeping Yourself and the Things That Matter Under Control

This manifesto is a personal and often publicly declared set of principles, policies, or intentions for addressing contentious public circumstances and situations, and behaving with integrity, honesty, and even good humor.

These are the disciplines (real personal rules) for winning in the irritating, aggravating, agitating environment of being under attack in the news media— personally, politically, or professionally. You can succeed even in the face of contentious people, angry neighbors, negative media coverage, and irritated public officials and relentless pounding in social media. Having coached, then attended dozens and dozens of senior level live fire interviews, public appearances, negotiations, and confrontations, I have identified both failure and success behaviors. The results of these observations are 27 observable and measurable disciplines. This is a workable formula for significantly improving the results of interviews, public appearances, negotiations, and confrontations and other required public performances by senior level individuals. Give it a try.

  1. Speak only for yourself. Say less, write less, but make these communications truly important. Resist speaking for others.
  2. Answer every question. Aim for 75-150 word responses; this is 30-60 seconds reading or speaking time. Honorable organizations, people, programs, and initiatives strive to answer any question, now.
  3. Always let others speak for themselves. When you try to speak for others, you will always be wrong, and attacked or humiliated for being wrong.
  4. Avoid claiming that you agree with your opponents on anything, unless they say so first. Once opponents or allies say it, you may quote them saying it, but always say what you believe to be true and back that up.
  5. Avoid saying that you work closely with public agencies, other helping organizations, or even individuals related to your situation (even if you believe you do), unless they say so first and you then quote them. Otherwise, they can deny it (especially if controversy arises) or point out, as some may quite quickly, that whatever links exist are rather weak. They will then describe those weaknesses or deny that you have any real influence. Those who can and may support you in the future (public or private) must have their status preserved for the long run. Drawing them into your discussion could needlessly make them targets of attack. They will have to abandon or, perhaps, denounce or distance themselves from you.
  6. Assume that everyone in the discussion has more credibility than you do. It’s often true. Your job is to validate your credibility, every time, rather than to discredit others.
  7. Be relentlessly positive (avoid all negative words) and constructive (avoid criticizing and criticism). Both provide the fuel opponents thrive on.
  8. Focus on the truly important 5%; forget the rest. Respond to and develop what truly matters.
  9. Let attackers discredit themselves. Their emotional words and negative, destructive language equals less truth and trustworthiness. Avoid “friends” who suggest this approach. Answering negative charges or accusations will always backfire.
  10. Practice laggership. Speak second but always have the last word.
  11. Remain calm, be positive. Critics, agitators, and bullies are energized by anger, emotionalism, whininess, and negative counter attacks. Strategy 6, Waging Peace\PR Reporter, Strategy 6, Waging Peace, 6-21-99
  12. Silence is always toxic to the accused (you). After a while, even your friends will sacrifice, question you, or sell you out.
  13. Apologies are always in order, provided they contain all of the crucial ingredients of an effective apology. The most constructive structures for apology are in The Five Languages of Apology, a book by Gary Chapman and Jennifer Thomas (The Five Languages of Apology: How to Experience Healing in All Your Relationships, Gary Chapman and Jennifer Thomas; Northfield Publishing, September 1, 2006; ISBN 1881273571). Here, with some paraphrasing and modification based on my experiences, are the ingredients of The Perfect Apology.
  • Regret (acknowledgment): A verbal acknowledgement by the perpetrator that their wrongful behavior caused unnecessary pain, suffering, and hurt that identifies, specifically, what action or behavior is responsible for the pain.
  • Accepting Responsibility (declaration): An unconditional declarative statement by the perpetrator recognizing their wrongful behavior and acknowledging that there is no excuse for the behavior.
  • Restitution (penance): An offer of help or assistance to victims, by the perpetrator; action beyond the words “I’m sorry”; and conduct that assumes the responsibility to make the situation right.
  • Repentance (humility): Language by the perpetrator acknowledging that this behavior caused pain and suffering for which he/she is genuinely sorry; language by the perpetrator recognizing that serious, unnecessary harm and emotional damage was caused.
  • Direct Forgiveness Request: “I was wrong, I hurt you, and I ask you to forgive me.”

The most difficult and challenging aspects of apologizing are the admission of having done something hurtful, damaging, or wrong, and to request forgiveness. Skip even one step and you fail.

14. Have courage, and refuse to be distracted by negativity, friendly pressure, or the agendas of others. It’s you in the spotlight. They are in the shadows. Be especially wary of those who feel that responding empowers others, or that you might look like a sissy for having done it. Either of these outcomes is better than being considered boorish, bullyish, arrogant, or callous.

15. Discourage others from explaining your situation. They will get it wrong. You will be blamed, and they will be attacked. They will then have to abandon you altogether, keep some distance, or attack you to preserve their own credibility.

16. Everything that goes around comes back around. Avoid verbal vegetables, the words phrases, arguments, assertions, and statements you write or say that you know you will have to eat some time in the future.

17.Remember the math of truth: Truth is 15% facts and data and 85% emotion and perception; 65% of truth is point of reference (my backyard or neighborhood). Facts do matter, but addressing the emotional component of issues and questions immediately, continuously, and constructively is essential for success.

18. Be strategic. Say, act, plan, and write with future impact in mind.

19. Prepare to work alone and to be abandoned by just about everyone. Because you will be, at first.

20. Stay at altitude, keep a distance, avoid taking events or actions personally, and be reasoned, appropriate, and direct. Positive and constructive responses tend to disempower those making the attacks.

21. Keep the testosterosis under control. Every bit of negative energy you throw in their direction will multiply by a factor of five to 10, and they will throw it right back at you.

22. Be preemptive. Work in real time. Do it now, fix it now, ask it now, correct it now, challenge it now, and answer it now.

23. Write and speak simply, sensibly, positively, empathetically, and constructively.

24. Avoid trying to discredit anyone, any argument, any evidence, or any movement. Such actions stimulate the creation of more critics and adversaries; who accumulate, hang around, live forever, and search relentlessly to exploit your weaknesses, vulnerabilities, and susceptibilities. Remember, your adversaries have tons of stuff readily available to dump on you should you negatively attack them. They’ve been watching you for months, perhaps longer and are prepared to reload and reshoot in a moment of your irritation. Prove your position with positive, declarative language.

25. Get accustomed to accommodating the long-term, relentlessly negative nature of contentious situations.

26. Correct, clarify, and comment on what matters promptly, but do it all on your own Web site. Avoid joining blogs or conversations outside your site. The latter strategy will suck all of your energy into responding to the agendas of others who are having fun and sleeping well, while you are doing neither. Strategy 28, Control Your Own Destiny, Corrections & Clarifications, 3 Models c 2014\PR Reporter, Strategy 28, Control Your Own Destiny, Corrections & Clarifications, 3 Models c 201426.

    27. It is your destiny. Fail to manage it, and someone else is waiting in the wings to do it for you.

    Special Note:

    This was originally published as an information memo to my clients called, “Avoiding 27 Career Redefining Mistakes.” The response I got was immediate. Most everyone asked me to make a list of positive and constructive actions they can do to avoid those future mistakes. The result is this concise advice.

    Keep it handy.

    Your Mother Was Wrong About One Thing…

    “Words Will Never Hurt You…,” Is a Total Lie, But the Pain is Real and the Suffering Permanent.

    Remember, when you were five years old, and the first time you got beat up and shouted at on the playground by some kid you didn’t even know? Mom and Dad or Grandma and Grandpa said, “There, there…sticks and stones may break your bones, but words will never hurt you!”. By age nine you knew this was a total lie. Abusive, Demeaning, Uncivil, Unconscionable Language and Accusations victimize, producing hidden wounds that last a lifetime.

    When those words and deeds come back to haunt the victims unless they say something, victims always suffer bitterly alone. That’s because wounds from words are:

    • Bloodless
    • Lifelong
    • Invisible
    • Irreversible
    • Revictimizing
    • Scarless
    • Unhealable
    • *Spontaneously Re-victimizing – Just overhearing someone talk about something awful can trigger your sudden devastating reliving of a prior personal experience of anger, fear, terror, and hurt.

    *Sudden spontaneous re-victimizing is suffering when something outrageous in someone else’s life triggers terrible and painful memories from your own life. The anger, terror, fear, and hurt rush back, you can’t stop it. Whenever I talk about sexual harassment, for example, or assault, I assume that at least 40% of the female members in the audience are reliving something awful from their past life.

    In Every Culture:
    There are words and behaviors you can never take back, words that cause lifetime victimization and suffering of others and yourself.
    There are those who use these words and deeds intentionally and devastatingly.

    Here Is What I Believe and You Should Too

    Appalling, questionable, inappropriate, unethical, unconscionable, immoral, predatory, improper, victim-producing, and criminal behaviors are intentional. Adults choose to harm, damage, embarrass, or victimize.

    I Also Believe

    Compassionate, decent, honorable, lawful behaviors, leadership decisions, and moral behaviors are also intentional.

    You Already Know This

    The choice is always clear and always yours.

    Remember and Apply the Ingredients of Decency First

    ApologyTruthfulness
    AuthenticityPromptness
    CandorRespect
    CharitySimplicity
    CompassionTimeliness
    HonestyTransparency
    HopeTruthfullness
    Humility
    1. Keep this list handy near your phone, maybe in your wallet.
    2. When you are tempted to say or do something that might be irritating or offensive, choose an ingredient of decency instead.

    Avoid These Real Causes of Permanent Victimization

    AbuseHumiliation
    ArroganceIgnorance
    Assault, physical and verbalLies
    Bullying, physical and verbalNeglect/negligence
    CallousnessOmission
    CarelessnessSarcasm
    DeceptionShame
    DismissivenessSurprise
    Fear

    Even Worse are Unconscionable Behaviors

    All are unethical, and most are also evil because their use is diabolically intended to harm and victimize the innocent.

    Unconscionable intentions, behaviors, actions, and decisions are those that:

    VilifyDemand or Bully
    DamageAre Mean
    DemeanAre Negative
    DismissInsult
    DiminishDisrepect
    HumiliateDisparage
    Cause Intentional PainAre Tone Deaf
    Express Anger and Irritation, to
    Cause Harm
    Are Without Empathy
    AccuseIntentionally Injure
    Over BearAre Harmfully Restrictive
    Are PunitiveExceed the Boundaries of Decency,
    Civility, and Integrity

    Speak Up

    1. Unconscionable intentions, behaviors, actions, and decisions and their perpetrators need to be called out when you see them or hear of them.
    2. Encourage other witnesses and victims to speak out with you. It’s the only way we can rid ourselves of these behaviors and the people who intentionally abuse us and others with them.

    What Ever Happened to American Journalism?

    The greatest change in our society is the absolute failure of Journalism to join the fight against intentionally unconscionable behavior.

    It is plain and simply the failure to seek truth of any kind. The search every day is for likes and clicks and commercial space. Television has gone to commercial bundles of sometimes as many as ten commercials in a bundle, it’s just totally sick.

    The money to Journalism from evil behavior is too good. Providing platforms for evil is the new Journalism.

    We now live in a YOYO world. We (You) are On Your Own.

    It is time for America to begin to put American Journalism on notice. Time to get back to truth-finding and stop promoting, endorsing, and sanctioning evil.

    It may be already too late.

    • If it’s horrible and terrible, it gets front-page coverage and days of panel discussions on television programs.
    • If it’s good, the goal of Journalism has been for now almost two decades or even longer, that these things must be destroyed.
    • If good things are accomplished, past failures are dug up to destroy any positive value. Liars, provocateurs, and evil get top billing.
    • Anyone who ventures forth to explore what I’ve just talked about is vilified, humiliated, and destroyed.
    • We may find out the answer to the most important question facing American society today: How long can democracy last as it is disassembled and disabled every day?

    We may have that answer in less than three weeks.