Ways to Communicate Effectively During Transitions

Every time I write up an org-wide communication related to major changes, I consistently apply the lessons that I learned from Annie Christiansen and Kathy Gowell during my time working with them at MuleSoft/Salesforce. Spending most of my early and middle career in more technical roles, my communication style had a tendency lean towards the technical (and wordy). Annie and Kathy did an amazing job helping me step back and reframe my communications to be focused, prioritize the crucial information first, and apply empathy (we're not all engineers in the tech world). I've templated, to a large degree, the key messaging points I picked up from them • What's happening? (𝘥𝘰𝘯'𝘵 𝘣𝘶𝘳𝘺 𝘵𝘩𝘦 𝘭𝘦𝘢𝘥, 𝘨𝘦𝘵 𝘳𝘪𝘨𝘩𝘵 𝘵𝘰 𝘪𝘵) • What does this mean for me? (𝘢𝘮 𝘐 𝘪𝘮𝘱𝘢𝘤𝘵𝘦𝘥? 𝘪𝘧 𝘴𝘰 𝘸𝘩𝘢𝘵 𝘥𝘰 𝘐 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘥𝘰?)  • Why is this happening? (𝘤𝘰𝘯𝘵𝘦𝘹𝘵!) • I still have questions, where should I bring them to? (𝘚𝘭𝘢𝘤𝘬, 𝘰𝘧𝘧𝘪𝘤𝘦 𝘩𝘰𝘶𝘳𝘴, 𝘸𝘪𝘬𝘪𝘴, 𝘦𝘵𝘤) These four stanzas are present in nearly 99% of my major comms. They work when updating the staff about major security threats (such as vishing/smishing campaigns), changes to org-wide systems (such SSO/MFA improvements), and so much more. Most importantly, bring empathy to all comms. Try, as best as you can, to put yourself on the receiving end of the communication you're sending and challenge yourself with the question "is the information framed in a way that I and my peers would feel informed & engaged if we were the recipients"

WHEN TEMPERS FLARE, YOU'RE LOCKED IN A STALEMATE, OR A MULTI MILLION DOLLAR DEAL IS ON THE LINE, EFFECTIVE COMMUNICATION IS THE KEY TO TURNING IT AROUND. The right communication framework fosters understanding, strengthens relationships, and drives powerful results within your team. Both personally and professionally, effective communication is key to successful teamwork, conflict resolution, and collaboration. From construction to finance, from fashion to family offices, my high performance clients master the skills to navigate the toughest conversations and transform them into their biggest breakthroughs. And here’s how you can do it too: 1. FRAME THE POSITIVE INTENTION: Start with shared goals. Establish a shared purpose to align your conversation positively and maintain the focus on optimal outcomes. ➡️”We both want [a positive, uplifting relationship].” “This is about us being [happier, more productive].” A positive start encourages cooperation and a safe space for communication. 2. DESCRIBE THE OBSERVABLE: Present facts without emotional interpretation. Focus on specific events or behaviors rather than feelings. ➡️ “When [specific event] happened, I saw [specific observation].” Stick to observable facts and avoid personal interpretations to keep the conversation neutral. 3. SHARE THE FEELING: Express your emotions without blame. Own your feelings without blaming others, and invite the other person to share theirs. ➡️“We both feel [emotion].” “I feel [emotion] about [situation].” Take ownership of your feelings. Express them without pointing fingers and encourage others to do the same. 4. REQUEST THEIR PERSPECTIVE: Invite input and collaboration. Ask for the other person’s perspective to gain insight into their viewpoint. ➡️“How did you see that?” “What did you observe?” Listen actively and be open to hearing the other person’s thoughts, fostering mutual understanding. 5. MAKE THE ASK WITH BENEFIT EXTENSIONS Propose mutually beneficial solutions: Offer choices that meet both parties' needs. ➡️ “If [action] occurs, we would feel [emotion] and [emotion].” “Here are two options that work for me…” Present two acceptable options to empower the other person to contribute to the solution. 6. WORK TOGETHER TO BUILD A CONSENSUS Collaborate on finding the best solution: Work together to determine the best course of action and express appreciation when a decision is made. ➡️ “I appreciate the thought you’ve put into this. I’m glad we agreed on [decision].” By applying my effective communication framework, you foster open, respectful communication that builds trust, enhances collaboration, and contributes to team success. And the great news is that you can use this both personally and professionally! I’m curious… ~When was a time that you needed this framework in your life? #future #communication #success

Biggest learning for me in Q1? A new communication tactic, specifically when things are complicated or moving really fast, that's been huge for me and our team. Learning to speak "linearly" And not just you, but getting others to speak this way. Here's an example... "There's a blocker in onboarding this customer and I wanted to know if this feature would be built someday" There's a lot of information crammed into that statement. Or maybe question. We don't know who it's directed to either. Is it CS? Product? What exactly is being blocked? So much needs to be done to peel back that onion to get an answer that will help our operations folks get the answers they need to get customers live. Instead, this could have been asked in a way that could save time and get a better answer. 1. Start with the problem 2. Then some context. Not all, we don't need a novel 3. Here's what we tried 4. Here was the outcome 5. Here is my ask "There is an issue where default modifiers are not showing up automatically on x platform and they are scheduled to go live with their marketing website tomorrow. I confirmed the default modifiers are set up properly in the POS and double checked our configuration. I also compared it to another customer that has it working properly. I couldn't spot any differences. I have 2 ask's; is there a bug currently open on this particular issue? And I could use some guidance on how to communicate with the customer as they are scheduled to go live tomorrow" So instead of a smart person with good insights doing something like: Context Conclusion Tangent More context Kinda question We have something that people can follow along with better alignment around the issues and a discussion to get to root cause. It's wild to me how much more efficient a meeting and an organization can be when people speak linearly. And this isn't just something you have or you don't. It's something you LEARN. You practice it. You get feedback. You take notes. And then you get better and better at it. Curious if anyone out there is familiar with this method? Any frameworks out there for this? Shout out to Mark Whittle for really beating this into me at Chowly #Management #Technology

Since inauguration, nonprofits, governments, and higher ed have been in a state of uncertainty. The most acute effect? Decision paralysis. Contracts are delayed, teams are anxious, and leaders don’t know what’s coming next. Organizations in these sectors, built for slow, consensus-driven decisions, are struggling to respond to constant shifts. The result is churn, stress, ambiguity...AND complying in advance out of fear. We can each help bring clarity and calm to these situations. Whether you’re a CEO, a middle manager, or a program lead, you can model crisis communication by answering (or asking) three simple questions: 1️⃣ What do we know to be true? State clear facts. If you don’t know, ask the room. Example: “This executive order is in effect,” or “We have funding through next year.” 2️⃣ What remains uncertain? Don’t stay silent on unknowns—it breeds fear. Explicitly name the gaps: “We don’t yet know the impact on our programs, but we’re monitoring closely.” 3️⃣ Does this change what we should do right now? Be explicit about the impact on the day-to-day. Should your team continue as usual? Pause? Prepare contingencies? If this question is punted or delayed, everyone will make individual, implicit decisions anyways. So make them intentional. This framework has helped me as an interim CEO, in coaching program leaders, and in navigating crisis moments. And it needs to be repeated every few weeks right now (because uncertainty isn’t going away). We may not have all the answers, but we can choose to communicate in a way that fosters trust instead of chaos. Let’s bring clarity where we can. #Leadership #Communication #DecisionMaking