Texting clients much? Part 2

Determined to better understand my clients’ communication patterns over the past two years, I’ve been asking my favorite business “text-ers” for their thoughts and preferences on etiquette, frequency, style, and preferred length.

One of the most popular queries in my little survey has been a scenario question:


Texting clients much?

Have you noticed the extreme prevalence of “text messaging” for work-related purposes?

Texting has truly become an adjunct to email… in my line of work anyway. Having clients text me (and vice versa) is so routine that it probably doesn’t deserve mentioning in a blog posting. Or does it?

I actually remember my first ever “business text”, way back in 2008 (insert gasp here).

It was so rare to receive work-related texts, in those days, it made quite an impact on me. At the time, I was working on a series of projects for a busy client – the very one who’d messaged me. Impressed, I actually remember the content and context almost ten years later!


Accreditation for Continuing Professional Development

I have just been asked me to share my knowledge about Maintenance of Certification (MOC) and accreditation for Continuing Professional Development (CPD) by National Specialty Societies in Canada.

Although not my intended area of expertise, I happen to be working on a related project for the CPHA and I could share this info with in my final report.

So I decided to dig a little further into MOC Fellows and health care professionals, asking the Royal College of Physicians and Surgeons for guidance…


Project Management 101

Just for fun tonight, I found myself Google searching the terms “project owner” versus “project manager”.

I had intentions of developing a quick client tutorial when stumbled across this cute video. www.productiveflourishing.com/project-owner/

The explanation beneath the video is priceless.

If you know project management, the video may make your smile.

I also love this quote:

“Projects don’t finish themselves — people finish projects”.


Helpful Hints and Handy Hacks

As a professional services consultant, every minute counts. On a typical work day, I am constantly watching the clock, using rapid keystrokes to log my time and assessing which tasks to eliminate and which ones give my clients added value.

On some of my busier days, every second may count.  So it goes without saying that I relish tips and tricks that will save me time and generate high levels of productivity. I make it a mission to automate as many tasks as I can.


Outsourcing creative work and specialized tasks

Early this morning, I decided it was time to outsource some tasks.

It’s time I find a freelance translator as well as a graphic designer. I had been putting off both decisions for too long.

Although capable, I am too busy to translate my own documents. And I am not the most original graphic designer on the planet…. at my best when I can avoid starting a design project from scratch.

Hiring a translator is not too difficult. I live in a bilingual country. But hiring a graphic designer is somehow different – the risks seem greater.

So I’ve decided to choose two – one in my time zone and one overseas.

During my first communications, I found myself explaining,

“My pharmaceutical clients are conservative. They don’t like things that are too flashy nor fancy. I want to “play  it safe” and get fancy at a later time.


Digital postcards are not new

A digital picture is worth a thousand words

Many of my current clients fall within the “digitally fluent” generational category. And those who don’t, are often “cuspers” (their words not mine).

Regardless of their techno-savvy, I never assume comfort with the innovation and technology I propose.

For educational technology projects and digital business initiatives, I usually draft instructional memos (i.e. one page tutorials).

Today, I drafted a quick tutorial about sending and forwarding digital postcards.

Nothing new here, folks – postcards are images that serve to convey a quick marketing message. Postcards offer a colorful, friendly and short-form method for communicating in simple, uncluttered ways.

In my opinion, these tools are under-used in my business sector.


Knowledge Management (Get started today)

As a follow up to a previous blog posting about the process of knowledge management and transfer, here are some simple (automatic) ways to start the process as it relates to managing projects and developing collective expertise on project management

Shared information:

  • Project leaders track project updates and status reports in one central (easily accessible and efficiently organized) location.
  • This can be on the company server.
  • Smaller organizations may prefer to archive information on a shareable cloud drive.

Automatic debriefs:

  • A formal debrief should occur (without exception) after every project
  • If a team debrief cannot be scheduled within 24 hours of the project ending, then it needs to happen before stakeholders move on to the next project and everyone’s memory or momentum dissipates
  • Be sure to schedule the debrief meeting upfront – before the project even kicks off

Leverage expertise of external project consultants:

  • Consultants offer punctual and timely expertise for executing projects
  • But when the consultants wrap up a project, they often take their valuable expertise with them
  • It need not be that way. Why not ask them to include some time for developing templates and checklists?
  • A senior consultant might even agree to teach a customized “crash course” to the team (or create written PowerPoint tutorials/videos as reference material before the team initiates any future projects)

Make bite-sized learning available:

  • If a project consultant has not been hired for project management (or they are unavailable), the internal project manager might want to develop helpful algorithms and job aids which the team can reference for future initiatives
  • LinkedIn Learning (formerly Lynda.com) is a membership site on which employees can pursue training that is tailored to their needs, view videos, take online courses and develop personal knowledge on a variety of business and project-related skills
  • Having quarterly teaching assignments is a great way to motivate go-getters, solidify new project management competencies and promote leadership within a team

Once again, the knowledge management, sharing and transfer process need not be expensive nor complicated.

Fine-tuning the collective skill set and mapping a team’s knowledge represent a valuable investment that leads to long-term competency and success. Most importantly, it can alleviate the inevitable panic when a knowledgeable employee becomes unavailable for whatever reason.

For more information, refer to the article by Chris Cancialosi featured on the Forbes website. It sheds light on Steps to Influencing Effective Knowledge Transfer in Your Business.

Knowledge Management (when and why)

For the past few months, I’ve been working on a series of customer-education initiatives for one of my corporate clients.

Over the holidays, the project leader (my primary contact) gave her notice. She’d accepted an offer at a different firm.

I was a little surprised. But as soon as I got the news, I mentally reviewed progress and the critical next steps for all my assigned work. Each project was evolving and one was still in the development phase. And yet, I saw no need for anyone to panic. We had most of the information we needed. And whatever details we lacked, I knew how to acquire.

I started wondering what the company would do to mitigate the overall impact of the soon-to-be vacant position. Naturally, terms like “knowledge management” and “knowledge transfer” came to mind.

Both of these concepts were first presented to me in grad school. A first-year Master’s level course on organizational development triggered a silent passion for observing  organizational processes and quietly assessing ways to improve team performance.


Don’t try this at home – try it at work! Animation as a team-building exercise

This year, I received quite a few calls from managers looking to inspire their pharmaceutical teams to be more innovative in their interactions with customers and presentations to medical audiences.

I don’t consider myself to be “an innovation expert“. However, I do enjoy prompting professionals to to be more open to their own creative instincts. Being creative is fun and it can be incredibly liberating… particularly for those of us who work in traditional, highly-regulated or tightly scripted business environments.

Moreover, encouraging people to “create and innovate” makes for a gratifying, team-building exercise. And there are many ways to exercise creativity as a team. Here is one brilliantly simple exercise I cannot wait to use, very soon…

It’s called a “stop motion animation” workshop. This hands-on activity is an imaginative and collaborative way for sales people to practice storytelling, digital presentation and message design. In addition to skills and performance training, it can be an unexpected icebreaker at a sales meeting. Here is an overview.

5 Categories of Medical Writing

On Friday, I had a chance meeting with a medical writer friend, Alison Palkhivala. We were both taking the train to Quebec City.

We had a thought-provoking conversation about pharmaceutical strategies and customer advisory board meetings. It prompted me to remember one of my early WordPress articles about the various types of people and projects, within the medical writing profession.

Here is that blog…


Tip #5: Bibliographies

An annotated bibliography is a communication technique commonly used in higher education and in scholarly research. You may never need to do one unless you are preparing to write a thesis or conduct extensive literature searches on a regular basis. 

The goal of this tool is to inform readers and communicate your thoughts, comments and short annotations about published documents, research articles, books and material that are relevant to your academic interests.

“Using short blurbs and condensed quips about an alphabetical list of sources is an extremely effective way to chunk research information and a very modern way to effectively communicate effectively with sophisticated audiences”. – Erin Stashin

Although traditional the domain of scholars, I see value of annotated bibliographies for those who work in highly technical communication jobs such as pharmaceutical sales, marketing and medical affairs representatives. When studying and referencing experimental data and clinical outcomes, organizing this information would make it easier to reference and retain.

An annotated bibliography is a great way to practice critiquing and detailing clinical papers in 150-word commentaries.



Cheap Jerseys China Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping Wholesale Jerseys Free Shipping