Successfully meeting the expectations of CEOs and leaders requires six special qualities: initiative, inspiration, intuition, projection, loyalty, and urgency.

  1. Initiative – The most common criticism I hear about both outside and inside advisors is that although ideas abound, few advisors seem capable of picking up an idea, developing it, and moving it forward without prompting or specific direction.

    Initiative at very senior levels carries significant risks, and quite often the higher the altitude, the more risk averse advisors become. Because leaders must, for the most part, spend time waiting for things to happen, progress or finish, those with initiative earn a higher degree of respect and attention.
  2. Inspiration – Inspirational people help others see (from the others’ own perspective) new truths and special insights that positively affect their emotions, behaviors, and beliefs. Quite often, unless someone makes a comment or reveals himself or herself, inspiration is a private moment of revelation between the individual who presents the inspirational opportunity and the individual who benefits. The isolation of leadership both triggers and inhibits the inspiration of new ideas and creative thinking. The Trusted Strategic Advisor brings the inspiration ingredient to each encounter he or she has with the boss.

    The ability to inspire is a quality that you can learn and develop. Identify those who inspire you. Focus on how they do it. Understand how they do it. Then use that knowledge to develop your own inspirational style. Inspire others. It is truly a gift that is appreciated, though often not acknowledged.
  3. Intuition (Controlled) – Intuition is a charming attribute among the advisor’s special abilities. It is difficult to develop and to cultivate. This exceptional quality of the Trusted Strategic Advisor-the ability to “see” the solutions and next steps even in the absence of evidence and data-is highly prized. You can discipline yourself to develop your intuitive abilities.

    Despite the importance of intuition, those who run organizations, especially large organizations, have a limited tolerance for intuitive solutions and recommendations. Managers today pride themselves on fact-based decision making. You must ration your intuition. Build support for what you intuitively believe or suspect. Present intuitive recommendations using a process approach so that you can be understood and your ideas can be acted on by those you counsel.
  4. Projection – Louis Pasteur, the great French scientist, was reputed to have said, “Chance favors the prepared mind.” How prepared are you to hypothesize useful ideas, alternatives, and insights about the issues, concerns, problems, and work of those you coach and counsel? Do you read the publications they read? Do you consume information of the same type and nature that those you counsel do? Can you hold an informative conversation on an operating topic that informs the other person? Are you routinely ready to project yourself into the situations and circumstances of those you counsel?
  5. Loyalty – The loyalty of the Trusted Strategic Advisor comprises three factors: the alignment of fundamental principles of behavior, goals, and aspirations; the productive and constructive chemistry created between individuals who work well together toward mutually agreed on goals; and a relationship based on candor and responsiveness to issues and questions that matter. Loyalty is an intentional, conscientious alignment of goals, interests, and actions.

    Advising at senior levels also automatically makes you the eyes and ears for those you counsel. Your observations are a part of the information base that supports your advice. Successfully advising and coaching senior people requires a high level of personal candor both about the leaders themselves and about the what and why of what is happening around them. Loyalty is more than mere following; it entails actively engaging in the successful progress of leadership ideas and continually verbalizing and analyzing organizational behaviors, decisions, and actions.
  6. Urgency – Time is the universal perishable. Matters are urgent when time is a driving force or is used as one, when the loss of time has real consequences, when time may be running out. From an advisor’s point of view, urgency means using time wisely by saying things briefly and powerfully. By using the pressure of time, the advisor constructively increases the importance of all actions.

    Setting priorities establishes a sense of urgency. Resolving issues and problems quickly and effectively also creates urgency. Applying pressure to get things done at the earliest possible time, often for the most important reasons, creates urgency.

    Urgency is a double-edged tool. Used to motivate, inspire, and energize, urgency can be a constructive and productive force. Used to intimidate, badger, and bully, it can be destructive and corrosive, and can have long-term negative impact.

    *Copyright © 2018-2025, James E. Lukaszewski. All rights reserved. For permission to reproduce or quote, contact jel@e911.com. Editing and excerpting are not permitted.

Those trusted few who spend a fair amount of time talking with, working with, and counseling leaders learn very quickly the strategic expectations of bosses. These advisors understand that leaders value only advice that has a positive impact on the organization. Before you offer an idea, concept, or recommendation to senior leaders, test your recommendations against these five questions.

  1. Does it help the boss achieve his or her objectives and goals?
  2. Does it help the organization achieve its goals?
  3. If the answers to questions 1 and 2 are yes, is the project needed?
  4. What aspect of the business will fail or fail to progress if the recommendation is ignored or delayed?
  5. How does this suggestion save money, make money, or conserve money?

If you can keep your focus on these critical questions, your advice will be relevant. This approach puts you squarely in the CEO’s shoes, looking at his or her tasks, challenges, and loneliness from a management perspective.

*Copyright © 2018-2025, James E. Lukaszewski. All rights reserved. For permission to reproduce or quote, contact jel@e911.com. Editing and excerpting are not permitted.

If you want to become a Trusted Strategic Advisor

These questions will help you candidly self-assess whether or not you really have what it takes or even the desire to become a Trusted Strategic Advisor.  Or, assess how far along you may already be on the path to becoming a Trusted Strategic Advisor.

  1. Will I have the personal discipline to prepare myself to fulfill the five imperatives of the Trusted Strategic Advisor relationship?
  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.
2. Do I have the stomach for the intense, conflict-ridden, and often confrontational environment in which serious decisions are made at the highest levels of organizations?

3. Can I dispassionately assess the strengths, weaknesses, opportunities, options, and threats  to an organization from a variety of useful perspectives?

4. What is my real operating expertise, beyond my area of staff knowledge, that I bring to those who lead or run the organizations I serve?

5. Will I commit to mastering the seven disciplines of the Trusted Strategic Advisor and harness their power for my success and of those I advise?

6. What is my answer to the question, “Why should the boss listen to me?”

LINKS:

The Seven Disciplines of the Trusted Strategic Advisor

The Three Minute Drill

Five Imperatives of the Trusted Strategic Advisor

*Copyright © 2018-2025, James E. Lukaszewski. All rights reserved. For permission to reproduce or quote, contact jel@e911.com. Editing and excerpting are not permitted.

Ask These Crucial Questions About Yourself.

  1. Why do you want to be heard by your boss?
  2. Why should the boss listen to you about anything?  What’s in it for him or her?
  3. There are clearly some risks and often intense surprises if you do punch through and get heard by the boss.  Are you ready?
  4. Can you be more brutally honest with and about yourself?
  5. Can you train yourself to focus on what really matters . . . to the boss?
  6. How willing are you to change yourself to have the influence you seek? The odds of changing the boss are slim.

You might use what I call the clarifying triad:

  1. The Five Why’s process, to help you recognize where you are and the root causes of your problems. 
  2. The If… Then…Test:  if you suggest A, then B will become obvious.
  3. Present options rather than solutions. Always use The Three Minute Drill technique to present your advice. This approach will multiply your importance and influence.

Being a Trusted Strategic Advisor is a fascinating journey, one from which, ultimately, you will benefit more than anyone else, as will those who use what you advise.

*Copyright © 2018-2025, James E. Lukaszewski. All rights reserved. For permission to reproduce or quote, contact jel@e911.com. Editing and excerpting are not permitted.

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Those who successfully serve others have a work attitude that says,

  1. When I am here, working for you is number one.
  2. I plan to be here a lot and, if necessary, available the rest of the time as well.
  3. I am committed to extensive independent reading, discussion, issue sensitivity, and personal learning that is of value to those I coach and counsel.
  4. I will take the initiative to help those I coach and counsel move in useful new directions and rely far more on foresight than hindsight.
  5. I recognize that going even a small extra distance will be the difference between mundane and magnificent results. Extra effort, extra sensitivity, extra focus are what make the difference from the client’s perspective.

Read these five commitments carefully. If becoming a Trusted Strategic Advisor is truly important to you, then you must be willing to commit to each and every one of them. This is because the CEO has already made them get to where he or she is. You have to make them, too, if you want to operate on the inside.

*©2006-2025, James E. Lukaszewski, “Why Should the Boss Listen to You, The Seven Disciplines of the Trusted Strategic Advisor, page 25,” Josey Bass. Contact the copyright holder at jel@e911.com for information and reproduction permissions. Editing or excerpting forbidden.

  1. Practical: suggests tasks that are achievable and positive in nature and that employees and even critics can endorse to some degree.
  2. Pragmatic: recognizes that only certain outcomes are possible, that no matter how spiffy, creative, or exciting your ideas might be, those affected by the advice as well as those acting on the advice will look at it from the perspective of whether it can actually work in their real world.
  3. Purposeful: has self-evident forward focus and positive momentum. Counselors and consultants are strategic operational assets. When activated, strategic assets are fundamentally positive and energize the organization and its constituencies.
  4. Focused: shows the way, helps the client or customer think and act in the future tense, and works toward a few important goals (or just one) that everyone recognizes.
  5. Candor: truth with an attitude delivered right now.

There are many distractions in consulting, and many clients with great difficulties, problems, shortcomings, and blind spots. The consultant’s obligation is to identify and provide candid, constructive advice that finds those deficiencies, strengthens the shortcomings, and fills blind spots, while stabilizing or moving the organization toward tomorrow.

*©2006-2025, James E. Lukaszewski, “Why Should the Boss Listen to You, The Seven Disciplines of the Trusted Strategic Advisor, page 24,” Josey Bass. Contact the copyright holder at jel@e911.com for information and reproduction permissions. Editing or excerpting forbidden.

By James E. Lukaszewski
ABC, Fellow IABC; APR, Fellow PRSA; BEPS Emeritus
America’s Crisis Guru®

Rabbit Holes

  1. From Dictionary.com: A strange, disorienting, or frustrating situation or experience, typically one that is difficult to navigate.

  2. From Jim Lukaszewski: Self-inflicted, time-consuming distractions of one’s attention when sorting through stories, euphemisms, metaphors, allegories, analogies, lies, and other creations from The Liar’s List, everything but the truth.

Ethics and ethical behavior problems have always been the toughest game in town and for the last decade front and center across our country.

The Public Relations profession seems largely absent from this generation of willful silence, where lying, distortion, unacceptable behavior, and the confusion they cause are ignored and prevail. Perhaps a walk through what I’ve learned in four decades as a teacher, advocate, direct manager of ethical recoveries, decision-making, and practices could be helpful.

The largest lesson I’ve learned is that all questionable, inappropriate, unethical, unconscionable, immoral, predatory, improper, victim-producing, and criminal behaviors are intentional. Yes, intentional.  

You may want to go back and re-read the previous paragraph just to get it in your mind. We can debate this if you’d like, but you know it’s true.

There is no such thing as being accidentally unethical, or accidental fraud, or accidental harassment, or accidental misbehaviors in countless varieties. These are decisions adults make intentionally. In the course of my career, I’ve worked in many cultures, not every culture, but there is a startling consistency between what is right in most cultures and what is wrong in most cultures.

By the same token, I have also learned that civil, compassionate, decent, ethical, honorable, integrity-driven decisions, lawful behavior and leadership decisions, and moral behaviors are also intentional. The choice is always clear, and the choice is always yours, it’s rabbit holes or sensible useful, ethical decisions. You know the difference.

In the ethics business, you read a lot of philosophy from many different places and eras. The definition of ethics, the one I’ve always gravitated toward, is the one by American Philosopher Will Durant and his wife Ariel. In 1926, in the introduction to his book, “The Story of Philosophy,” he defined ethics. His definition was clear and simple, “Ethics is the search for ideal behavior.” Whoa! Yes.

I know that some who read this will once again write me rather lengthy explanations of why ethics is more complicated than this simple thought. Yet, in my reality at least, one of the key rules of finding truth is that it is often a lot simpler than you think or may have been led to believe. Rabbit holes hold everything but the truth.

In my work, I often speak of candor which I define as, “Truth, with an attitude, delivered right now!!”. Truth is always more powerful when delivered briefly and promptly.

Why are unethical behaviors so prevalent in our culture and in other cultures? My experience is that silence dominates our culture as it does in so many others. Silence is the great enabler of all bad behavior and decisions. As many of you know, my career has been about other people’s very serious troubles. And when trouble happens, some people head for the exits, those in charge tend to behave as though nothing has happened for as long as possible, putting silence in charge.  

Our own profession has a reputation for avoiding conflict and candor. This lack of directness is noticed. This reluctance to engage on crucial issues is toxic to PR’s effectiveness. The clients I help who are in trouble often exhibit the same basic trouble-brewing behaviors, failing to name what is happening or worse finding ways to euphemize and therefore avoid getting the benefits of candor and clarity. People and employees notice this lack of directness, sometimes intentional mis-directness.

15 years ago, I had an extraordinary client in the pharmaceutical business who had gotten into trouble through negligent scientific activity. They were caught, publicly humiliated for a brief period, and ultimately prosecuted. There were deaths, many injuries, and six went to prison. The Chairman was acquitted mid-trial and retired. This frightening journey began with an FBI raid, agents carrying shotguns and other weapons invading a company factory.

The leaders of the company took powerful, even courageous steps. Among other things, they hired an ethics organization to talk to employees about what leadership was expected to do during this particular crisis. The results of that research guided the company after it plead guilty to numerous felonies to rehabilitate itself following the guidelines revealed in these ethics studies, and the provisions of their plea agreement.

Using employee’s own words we produced a document, “The Ethical Expectations of Leadership”. Turns out, not surprisingly, that employees have extraordinary expectations of leadership, especially in situations of emergency and crisis. There were 10 ethical expectations: words to succeed by and prevent bad behavior.

The Ethical Expectations of Leadership

  1. Find the truth as soon as possible: Tell that truth, and act on it immediately.

  2. Promptly ask the tough questions and answer them thoughtfully: This also meant asking and answering yet-to-be-asked questions by those who will be affected by whatever the circumstance is or will be.

  3. Teach by parable: Emphasizing right way, wrong way behaviors, rather than metaphors or warm-hearted emotional stories.

  4. Vocalize core business/organizational values and ideals constantly: Employees search for these most when there is trouble in the room or on the horizon. This search occurs every day.

  5. Walk the talk: Be accessible; help people understand the organization within the context of values and ideals, at every opportunity meetings large and small, gatherings large and small. This is a prime responsibility of all management, managers, and especially first-line supervisors.

  6. Help, expect, and enforce ethical leadership: People are watching, people are counting, and people know when there are lapses in ethics causing trust to be broken. When bad things happen in good organizations, it’s these occasional lapses that deepen the troubles.

  7. Preserve, protect, defend, and foster ethical pathways to the top of the organization: Constantly identify, explain, explore, and warn about situations where ethical processes can be compromised on the way, especially among executives on their way up the career ladder. Also, management becomes strangely silent as trouble mounts.

  8. Be a cheerleader, model, and teacher of ethical behavior: Ethical behavior builds and maintains trust. In fact, to have trust in an organization requires that its leaders act with integrity, ethically, and constantly.

  9. Make values at least as important as profits or personal gain: Studies of employee satisfaction show most people seem to enjoy working more and staying longer when they are with organizations they respect and who respect them. Wherever you find an organization or company that puts values on the same level as profits or personal advantages, there is a higher level of loyalty and support. Companies who do this specifically on principle are noted by everyone. People want to be a part of it.

  10. Respect employees: Respect is something all employees seek more than anything else. It’s that reciprocal respect that builds an ethical foundation for working and living, believing, and loyalty. Respect is ultimately what immunizes organizations against bad decisions and unethical behavior.

The fastest way to resolve ethical issues, problems, and questions is to begin with the truth, stick with the truth, and factually support the truth. Use other techniques and strategies turns out to be distracting and often reputationally damaging. Those rabbit holes will require that you dig yourself out. Your troubles will persist until you get to the truth.  

James E. Lukaszewski, ABC, Fellow IABC; APR, Fellow PRSA; PRSA BEPS Emeritus; is the longest-serving member of the PRSA Board of Ethics and Professional Standards (BEPS), for more than 30 years.        

Cayce Myers, Ph.D., L.L.M., J.D., APR, PRSA BEPS Member, Member PRSA National Board

By James E. Lukaszewski, ABC, Fellow IABC; APR, Fellow PRSA, PRSA BEPS Emeritus Longest serving member and former co-chair of the PRSA Board of Ethics and Professionals Standards (BEPS)

It seems that liars and bullies dominate the world’s information these days. Both use all too familiar tools and drastic language to keep their oppression intact and the truth hidden or missing. Liars have a toolkit that you’ll find surprising, even familiar. We call it The Liar’s List. These techniques are their verbal and written tools for truth avoidance.

  • Allegories
  • Analogies
  • Balancing
  • Euphemisms
  • Leveling
  • Lies
  • Metaphors
  • “Nuanced Descriptions”
  • Obfuscation
  • Similes
  • Stores
  • Translations, “in other words…”

The Liar’s List

Are you surprised? This is, of course, a list of techniques communicators in practically every culture on the planet use daily. Whether used for good or something else, the one common feature of all these tools is that truth is missing, intentionally. It’s truth avoidance, whatever the purpose, however well-intentioned. People notice, especially the victims of these techniques.

Items on the Liar’s List are never fully truthful and more often are used to avoid being direct, plain-spoken, emotionless, and clearly responsive.

Most of those seeking truth only find truth dodgers and truth avoiders. Truth seekers feel victimized.

The first casualty if you use these techniques is trust loss. Remember, trust lost is replaced with fear, anxiety, uncertainty, doubt, and anger. That’s a big price to pay for the pleasure of telling a cute story rather than the plain truth.

Victims, when confronted with these techniques, get upset because they know that what they need is being purposely avoided. The quickest way to drive victims to a lawyer’s office or seek powerful advocacy assistance is failing to recognize that victims need 5 things:

  • Validation: Recognition, acknowledgment, and validation of their suffering.
  • Visibility: A platform for telling their story in their own words.
  • Vindication: Credit for the impact of their suffering on improving the detection, prevention, deterring, and reduction of future occurrences.
  • Allocution: An admission and apology from the perpetrator or predator.
  • Restoration: Sometimes recovery of damages.

Truth dodging is an insidious problem in the field of communication. For example, storytelling has become a cottage industry in the field, it has become a catchphrase in the communications profession. Stories present major problems:

  • Stories are fabrications. The news story or news release has a snappy headline, a thought-provoking or catchy lead, followed by a beginning, middle, and end usually containing a conclusion, lesson, self-evident truth, or punchline. Not exactly how life actually happens.
  • Stories usually contain bits of truth mixed into their fabrication batter.
  • Stories feel like the truth because we are entertained, and sometimes inspired. However, stories are only partially true, therefore, also partially untrue . . . a lie.

Good communication is truthful, direct, and clear. Ethical public relations practitioners using stories and other techniques from The Liar’s List need to focus on truthful information, narratives, and conclusions. Mindful that partial truth also indicates partial falseness that needs to be revealed and explained. Your trust-ability and credibility is conferred on you by the perception of others reflecting your behaviors and deeds.

Drastic Language – The Bully’s Tools

The vocabulary of bullies is the language of desperation, greed, powerful, corrosive, malicious, and intentionally harmful. Recognize these behaviors and call them out.  

Your Truth Manifesto

“To know the truth and speak of it is helpful, important, and sometimes courageous. To know the truth but equivocate or speak about anything but that truth is willfully harmful, intentionally misleading, and often unethical.” – Unattributed proverb

The Truth Manifesto is designed to help you avoid using the liar’s techniques regardless of how benevolent or helpful your motives. Or, at the very least, help you use them sparingly. The manifesto is a public declaration of your intentions, opinions, objectives, and motives. Truth always relies on simple sensible understandable words and deeds. That’s how you find the truth, often buried in all the rest.

The Truth Manifesto, is something you can easily absorb, use, and teach others.

  1. “When problems or opportunities occur, we’ll be prepared to talk openly about them and act quickly to respond operationally.”
  2. “If the public should know about an issue or problem which could affect them, we will voluntarily talk about it as quickly and as completely as we can.”
  3. “When problems or changes occur, we will keep the community and those affected posted regularly until the problem or changes have been thoroughly explained or resolved.”
  • “We will answer any questions the community or victims may have and suggest and volunteer additional information on matters the community has yet to ask questions about.”
  • “We will be cooperative with all interested news media, but our primary responsibility is to communicate directly with those most affected by our actions as soon and continuously as possible.”
  • “We will respect and seek to work with our critics and those who oppose us.”
  • “We will tell the truth with facts and proof, refraining from truth dodging and avoidance techniques.”

“What Is Your Truth Strategy?”

This is a significant question about your tomorrow. Successful tomorrows have truth and simplicity at their center.

Failing to have a truth strategy or using other items from The Liar’s List simply prolongs, expands, and further blocks getting to the truth. In crisis, especially, bad things get worse before they get better. Failure to seek, identify, and communicate with aggressive truthfulness is the main cause of poor outcomes and failure.

The Truth About Truth Dodging.

Words matter.  Style matters.  Context matters. Looking at The Liar’s List and the conventions of truth avoidance there are some simple ways to communicate truthfully, honestly, and ethically.  The profile of truth, in our experience, is statements and information that are simple, sensible, positive, clearly helpful, constructive, useful, and obviously true. Write less and make it more important and truthful. Say less and make your words memorably truthful. Resist the use of techniques on The Liar’s List.

Say what you mean. Mean what you say. Fewer words often lead to more rapid understanding. Avoiding aggressive, drastic language can reduce contention, foster agreement, and even peace.

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