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Opening Windows, Doors and Wallets

                                                                          Strategic Alignment in Sales Leadership


                                                                    Lead | Solve | Sell
                                                                                                 Strategically Aligning what
                                                                                                     Buyers Truly Value with
                                                                                                 What Sellers Truthfully Sell


                                                                    ACA Professionals Club
                                                                    Chicago

                                                                    Joseph Scandariato
                                                                    Meeting Chair

                                                                    Wednesday
                                                                    20 July 2011                                           John R. Dallas. Jr.
                                                                    Bank of America                            Chief Alignment Officer (CAO)
                                                                    135 South LaSalle Street                  Hillview Partners Network LLC

Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You.
    Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com
John R. Dallas, Jr.                                                    Introducing
                           Founder and Chief Alignment Officer (CAO)
                           Hillview Partners Network LLC
                           Consultants | Coaches | Speakers
                           jrdallasjr@hillviewpartners.com
                                                                            John Dallas
                           hillviewpartners.com
                           weneedtohaveaword.com                                          Today‟s Thought
                           johnrdallasjr.com                                         Leader and Facilitator
                           A Vantage Point to Your Advantage™


     Since 2005 leading Hillview, a network of independent professionals in fields of strategic alignment
     President since 1974 of five prior technology-based B2B and B2C service companies:
         1.   Chicago Title Credit Services, Inc., Chicago / consumer and commercial credit data services
         2.   CreditComm Services LLC, Fairfax, VA (DC area) / consumer credit data services
         3.   Market Access Resources Corp., New York / consumer credit data services
         4.   Group Concepts Capital Corp., New York / consumer credit data services
         5.   National Business Intelligence Corp., New York / editorial services and electronic publishing
     Chairman, Advisory Board, UrbanPonics LLC, a hydroponics (soil-less) grower of produce and flowers
     Moderator, Greater Chicago Thought Leadership Forum (ThoughtForum)
     Leader in inclusive multicultural education and leadership development initiatives for business owners
     Keynote speaker, meeting moderator, workshop facilitator, interviewer, and panelist
     Guest lecturer at universities, colleges, and other schools
     Volunteer leadership in economic development, civic affairs, arts, education, and churches
     Majored in Journalism and Mass Communications, Pittsburgh‟s Duquesne University,
      continued studies in New York at Columbia University
2
The task of leadership is to create
an alignment of strengths, making
our weaknesses irrelevant.”
                                                          − Peter Drucker



          Copyright © 2005-2011 Hillview Partners Network LLC               3
Reversing Risk of Misalignment
                  Since 2005 Hillview is a collaborative network of independent consulting, coaching and
                  speaking specialists; individuals preeminent in various fields related to facilitating strategic
                  alignment of people, money, technology, and other mission-critical resources.




Alignment Consulting to Align Team Views toward Greater Productivity:

                     1.   What buyers truly value and sellers truthfully sell
    Consulting       2.   Sustaining team engagement, efficiency, and exceptional results
                     3.   Where team members are moving during planning, execution and measurement

Alignment Coaching to Align Leader Views toward Higher Performance:

                     1.   Professional development and organizational growth (dual-track coaching)
     Coaching        2.   Career advancement, enrichment or stabilization
                     3.   Career transition (internal or external)

Alignment Speaking to Align Audience Views toward Broader Perspective:

                     1.   Building buyer-centric cultures, plans, operations, and sustainable revenue streams
     Speaking        2.   Igniting fully responsible leaders to maximize their Return on Leadership (ROL)
                     3.   Digging, drilling and thinking a bit deeper — to reach, climb and stand a lot higher

                               Copyright © 2005-2011 Hillview Partners Network LLC                                   4
Fully Responsible Leaders:

1. Lead people

2. Manage things

3. Align people and things
       Copyright © 2005-2011 Hillview Partners Network LLC   5
Opening Windows, Doors and Wallets

                                                                              Strategic Alignment in Sales Leadership


                                                                         Lead | Solve | Sell
                                                                                                      Strategically Aligning what
                                                                                                          Buyers Truly Value with
                                                                                                      What Sellers Truthfully Sell




                                                                                                                           John R. Dallas. Jr.
                                                                                                   Founder and Chief Alignment Officer (CAO)
                                                                                                              Hillview Partners Network LLC

Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You.
    Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com   6
Importance of Being Alert to Your Patterns of In-and-Out Listening
    Today please listen more “hearingly” − and with a “third ear.”

     In          In                In                             In                     In         In




          Out          Out                      Out                                Out        Out

                             Copyright © 2005-2011 Hillview Partners Network LLC


7
President John F. Kennedy is to have said,
            “There’s always at least one [S.O.B.] at the
            table who doesn’t get it.”


                                          Kennedy Cabinet seated around the Cabinet
                                          Room Table in 1962, the day after the Cuban
                                          Missile Crisis ended. Imagine “not getting it.”




                                                                          If it happens in
                                                                          The White House…



Pause to imagine the times every day we hear, read, see
or sense that someone just does not get it. This is risk.
                  Copyright © 2005-2011 Hillview Partners Network LLC                    8
To win points today, the ball is in your court . . .
In meetings with one or many, for you to gain value you must
monitor your in-and-out engagement. Yes, keep your own score.




                      Copyright © 2005-2011 Hillview Partners Network LLC   9
Sustaining All-Important Focus on Your Engagement

     Please jot on paper; perhaps on sheets separate from your rolling notes:

      ││││       Crosshatch marks for “first-time-heard” items
         P       Pivots you identify as you turn toward new views
         ?       Question marks if you “need more information”
         O       “O” for moments you were Out Listening ( + or -)
         T       “T” for takeaways for you to use/share TODAY
              It is always better in meetings to monitor your own reaction to
              the substance of the information you are hearing and seeing, rather
              than sit in judgment of the speaker‟s “performance.” Preparing to
              evaluate how any speaker performs, informs, entertains, or otherwise
              arrests your attention and engagement distracts you from the most
              important matter. This is about YOU, not the speaker.
                  How well you do today is what really matters most.
                                Copyright © 2005-2011 Hillview Partners Network LLC


10
Medical Alignment Acronym Borrowed from Traditional Emergency Room Triage




     ER triage professionals will ask
     if you are alert and oriented (A&O) to:
        1. Your Name?
        2. This Place (i.e., a hospital‟s ER)?
        3. Today‟s Date?
        4. Your Purpose for being in the ER?




                              Copyright © 2005-2011 Hillview Partners Network LLC


11
Committees                  City Hall                      Diversity                                           Life!

                                                                       Economic Reality
Boards



                                                     Past, Current and                                       Federal               YOU      Family
                                                     Future Employees
Ad Agencies                     Social Media
                                                                                                                                   Credit
                                                                                                                                                 V
                                                               PR
                                                                                Outsourcing                                                      E
                                                   Q&R                                                                                           N
                                                                                                                                                 D
                                                              Schools &                                                                          O
        IT/MIS                    Teams                      Universities                                                                        R
                                                                                               Prospective Buyers
                                                                                                                                                 S
 Law                 Networking


                                                 WHO?
   The HILL             Model™


                                                                                                                             IRS
                            Competition
                                                                                                                                             Public



                                               Global Needs
                                                & Realities                                     Strategically Aligned?


                                   Strategic
                 Politics          Alliances                                                                           Quality Control &
                                                                                            Associations &
                                                                                             Foundations                Best Practices
                                                       E-Commerce
                                                                                                                                      HR
                                                                                                                                            Regulatory
                                                                                                                    Seller                  Authorities
                                                                            The Media
Faith                                                                                         Buyer
                                                                                                                                                 12
To achieve strategic alignment of people and things, you must remain . . .




     Fully responsible leaders will ask if you are
     alert and oriented (A&O) to each situation‟s:
         1.   Strengths (first and foremost!)
         2.   Weaknesses
         3.   Opportunities
         4.   Threats




                              Copyright © 2005-2011 Hillview Partners Network LLC


13
Copyright © 2005-2011 Hillview Partners Network LLC

              Opening Windows, Doors and Wallets

              Strategic Alignment in Sales Leadership


              Lead | Solve | Sell




Strategically Aligning what Buyers Truly Value with What Sellers Truthfully Sell
Part 1
Three-Part HILL Climbing Expedition

Based on Hillview’s Proprietary                                                        John R. Dallas. Jr.
High-Impact Leader Lens (HILL) for Viewing People and Things   Founder and Chief Alignment Officer (CAO)
The Hill Model                                                            Hillview Partners Network LLC
Three Steps for Strategic Alignment in Sales Leadership


              First                      Second                      Third




                                                                     $
              Lead                        Solve                        Sell


     “The task of leadership is to create an alignment of strengths, making our
     weaknesses irrelevant.” − Peter Drucker
15
Retrain Your Brain                                              JULY 20, 2011

“Every leader faces a share of irritating screw-ups and minor setbacks.
In response to those annoyances, some leaders get irritable and
stressed out. Others keep on moving. To be in that enviable latter
category, you need resilience. Train your brain to bounce back from
hassles rather than get snagged by them. Find a quiet place where you
won't be interrupted. Sit comfortably and focus on your breath. Notice
yourself inhale and exhale. Don't try to change your breathing, just be
attentive to it. As thoughts, sounds, or other distractions come up, let
them go and return your attention to your breath. By doing this 30
minutes a day you will teach your brain to go to a quiet calm place
when it is stressed, rather than triggering your fight or flight response.”
          Copyright © 2005-2011 Hillview Partners Network LLC                   16
Deep Breath No. 1:                                              The Leading Breath

     Breathe-in — the present moment's reality.
     Whisper inside, "Lead."
     Breathe-out with a sense of aligning your leading strengths.


Deep Breath No. 2:                                              The Solving Breath

     Breathe-in — the present moment's challenge.
     Whisper inside, "Solve."
     Breathe-out with a sense of aligning your solving strengths.


Deep Breath No. 3:                                              The Selling Breath

     Breathe-in — the present moment's opportunity.
     Whisper inside, "Sell."
     Breathe-out with a sense of aligning your selling strengths.
Feel the physiological and psychological alignment you are achieving.
          Copyright © 2005-2011 Hillview Partners Network LLC                        17
“Value is ultimately determined by the buyer,
and never (ultimately) by the seller.

Price is ultimately determined by the seller,
and never (ultimately) by the buyer.

Strategically aligning what buyers truly value
with what sellers truthfully offer ultimately
creates an ethical win/win-plus exchange.

When sellers accurately address what buyers
ultimately value, price matters less than
sustainable benefits for both parties.” −JRDjr

      Copyright © 2005-2011 Hillview Partners Network LLC   18
What Do Your Buyers Value in Doing Business with You?




                                          ?
How deep and how wide is your understanding of this one word you
chose? What does this one word REALLY mean to your buyer? How
might you lead in supporting your buyers to deepen and broaden their
grasp of the upside potential within this one word? If they prioritize this
word in assessing your value to them, it is in your and their best interests
for everyone involved to REALLY “get it” and make it work to the max.


                       Copyright © 2005-2011 Hillview Partners Network LLC     19
True-North Strategic Alignment Requires Vision, Thoughts
              and Actions Moving toward Where the Puck is Going to Be

              Leading, Solving and Selling Requires Vision, Thoughts and
              Actions Moving toward Where the BUYER is Going to Be




"I skate to where the puck is going to be, not where it has been."
                                                                                - Wayne Gretzky

"I lead toward where the BUYER is going to be, not where the BUYER has been.”
                                                               - Fully Responsible Market Leaders


                         Copyright © 2005-2011 Hillview Partners Network LLC                        20
Think
It’s about
how you think!
Your mind’s attitude and altitude determine how you’ll hear responses to:
Who? What? When? Where? Why? How? And − what’s “the Wow?”


                       Copyright © 2005-2011 Hillview Partners Network LLC   21
Fresh Thinking for Envisioning
        Value of Strategic Alignment



“You cannot solve a problem from the
same consciousness that created it. You
must learn to see the world anew.”
                                                                 − Albert Einstein




           Copyright © 2005-2011 Hillview Partners Network LLC                       22
Asking yourself or others,
“Where do things stand?”
is not the right question.
Change is ceaseless. Views
toward where people and
things are moving focus
your thoughts and vision to
identify direction and
velocity of momentum.
  Copyright © 2005-2011 Hillview Partners Network LLC   23
A Vantage Point to Your Advantage TM




From what height in your day-to-day mindset are you viewing people and things?
                                  Copyright © 2005-2011 Hillview Partners Network LLC   24
“What you see is what you get, so
where you stand to look at life‟s
sights really matters. Precision
vision is required for every mission.
Clarity comes from lifting your
mind to „a hill‟ for viewing people
and things − instead of from a flat
plain, a lofty mountaintop, or a
stale ivory tower. We must dig,
drill, and think at least a little
deeper − so each of us will reach,
climb and stand a lot higher.”− JRDjr
     Copyright © 2005-2011 Hillview Partners Network LLC
                                                           25
Hillview Presents The HILL Model™ with Views of Strategic Alignment for Fully Responsible Leadership
    Based on Hillview’s High-Impact Leader Lens™ (HILL) for Realistically Viewing − and Positively Influencing − Movement of People and Things

 In Your Mind’s Eye You are Standing on this HILL to Focus, Align                and Balance Your and other Views toward Vision and Viability

              From this just-right HILL-height ask: Who? What?                   When? Where? Why? How? And what’s “the Wow?”

Viability                                                                                                                                           Vision

               Left Brain for Viability:                                                                        Right Brain for Vision:

               Uses logic                                                                                       Uses feeling
               Detail-oriented                                                                                  Big-picture oriented
               Defines “it”                                                                                     Describes “it”
               Knows object’s name                                                                              Knows object’s function
               Facts rule                                                                                       Imagination rules
               Words and language                                                                               Symbols and images
               Present and past                                                                                 Present and future
               Math and science                                                                                 Philosophy and religion
               Comprehends                                                                                      Senses intrinsic value
               Knowing                                                                                          Believing
               Acknowledges                                                                                     Appreciates
               Order/pattern perception                                                                         Spatial perception
               Reality-based                                                                                    Imagination-based
               Forms strategies                                                                                 Presents possibilities
               Practical                                                                                        Impetuous
               Safe (risk-averse?)                                                                              Risk-taking
                                                                                                                                                     Viability
               Humble by deduction                                                                              Hubris-prone (a risk)




                                                                                                                                               Vision


       Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You.
           Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com   26
Three Pivotal Moments in Sales Leadership:
International Telephone and Telegraph
Corporation (ITT), CBS, and American Express

“Mr. Savage, I can be in your office in 15
minutes. If you allow me 30 minutes, I‟ll
demonstrate face-to-face what I failed to
convey during this telephone call. May I
come over now, please?”

“Charlie, make a decision!”

“Judy already gave you her answer.”
     Copyright © 2005-2011 Hillview Partners Network LLC   27
Single Words and Concepts are Pivots toward
              New or Clearer Views of People and Things




As you stand atop hills in your fine mind, allow your attention to
pivot toward new views that may validate or change the
direction you and your team members are heading. Breathe!

                    Copyright © 2005-2011 Hillview Partners Network LLC
One word made a difference in a hearing…




     Incorrect word: “… most humiliating day of my life.”

     Correct word: “… most humble day of my life.”
                                                                             Tuesday 19 July 2011

                       Copyright © 2005-2011 Hillview Partners Network LLC

                                                                                                    29
29
Yes, one word can make a big difference . . .



     A rather impertinent reporter
     from The Wall Street Journal
     asked Mikhail Gorbachev for one
     word to summarize the state of
     the Russian economy. One word.

     One word: Good
     Then two words: NOT Good
                       Copyright © 2005-2011 Hillview Partners Network LLC

                                                                             30
30
A single word‟s value
to others and you is
influenced by your
depth of definition,
breadth of
description, and
scope of view for its
desired impact . . .




Now in PDF for e-readers
Hardcover Fall 2011


             Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com   31
Leading, Solving and Selling Power of
One Three-Letter Word . . .




     Copyright © 2005-2011 Hillview Partners Network LLC
                                                           32
Leading, Solving and Selling Power of
One Three-Letter Word . . .
 Your Empathy Sells – YES!
 Your Enthusiasm Sells – YES!
 Your Energy Sells – YES!
 Your Eagerness Sells – YES!
 Your Education Sells – YES!
 Your Exactitude Sells – YES!
 Your Eye (Contact) Sells – YES!
 Your Ego (Healthy) Sells – YES!
     Copyright © 2005-2011 Hillview Partners Network LLC
                                                           33
Applying to Leading, Solving and Selling
      Coach Vince Lombardi’s “Fundamentals”




“This is a Football.”                         This also is a Football.
             Copyright © 2005-2011 Hillview Partners Network LLC         34
Fundamental No. 1 for
Leading, Solving and Selling




    Copyright © 2005-2011 Hillview Partners Network LLC
                                                          35
“Put people first.
Put people second.
Put people third.
Profit of many types
follows people,
people, people.”
                                                       − JRDjr

 Copyright © 2005-2011 Hillview Partners Network LLC             36
“Life moves pretty fast. If you don't stop and look
around once in a while, you could miss it.” —Ferris Bueller




                     Copyright © 2005-2011 Hillview Partners Network LLC   37
Think about the Leading, Solving and Selling
               Power of One Four-Letter Word:
               "The meaning of love is not to be confused with some
               sentimental outpouring. Love is something much
               deeper than emotional bosh.“ −Martin Luther King, Jr.




Yes, I love what I do for a living. Yes, I love the favorable impact I have on lives
of the people my work touches. Yes, I love __________________________ . . .

                          Copyright © 2005-2011 Hillview Partners Network LLC
                                                                                       38
Help is a Four-Letter
Word to Avoid

Choose to offer,
provide and sustain
support.

  Copyright © 2005-2011 Hillview Partners Network LLC   39
Differentiating “with”
        from “to” and “on…”
One-with-one exceeds in leadership value:

               One-on-one . . .
               One-to-one . . .

          One for all, all for one!

             Copyright © 2005-2011 Hillview Partners Network LLC   40
Differentiating Views
From Opinions
Views from hills in your mind can change with
the direction you are looking, the height from
where you are looking, and how long you focus
for clarity. Opinions are less flexible than views.
If someone or something points your head or
heart in a different direction, your view changes.
Opinions you and others pronounce have much
less inherent flexibility than “sharing adjustable
views seen from just-right hill-height.”

Choose to express your views over imposing
your opinions. Share views and expect change.
      Copyright © 2005-2011 Hillview Partners Network LLC   41
Pause to Ponder Perils of Pride
Pronounce at Your Own Risk
Hillview encourages fully responsible leaders
to avoid thought, words and actions that
trade on the less-than-productive emotions
of pride. Choose instead the thrill of “being
deeply pleased” with positive outcomes
accomplished by others and yourself. Pride
has no place whatsoever in The HILL Model.
Pride is considered a major risk to strategic
team alignment. Resisting pride allows self-
awareness that leads to selfless teamwork.
     Copyright © 2005-2011 Hillview Partners Network LLC   42
For Writing to Others Remain Tightly Focused on the Intended Reader:

1.    Resist starting any written paragraph with “I”

2.    Avoid starting any written paragraph with “I”

3.    Don’t start any written paragraph with “I”
Put the reader first in your mind, “You . . .”

          You will find this of interest . . .

          You and your colleagues will want to hear . . .

          You are cordially invited . . .

          Your time today was greatly appreciated . . .

          You would be more than welcome . . .

“You” was the first word spoken to man in the Garden of Eden.
           Copyright © 2005-2011 Hillview Partners Network LLC     43
For Writing to Others Shift Gears to Focus Tightly on the Intended Reader:

 Know your “who, what, when, where, why, how and wow” messages.
 Put yourself in the reader’s shoes (i.e., use extra empathy).
 Be friendly, warm and appreciative in your thoughts and text.
 Don’t be abrupt, rude, self-centered, or aggressive.
 Don’t be egocentric or otherwise demonstrate any insecurity.
 Be human!   Be personal. Say hello. (Bill, hi. Carol, hello. Dear Jill:)

 Say “please” and “thank you” often!             (Tom, thank you for your . . .)

 Say that you’ll support (not “help”).          (Call when you want . . .)

 Say it because you mean it!        (It’s great to know you.)

 Wrap-up.   Say good-bye. (All the best, Kind regards, Best, etc.)

 Take three deep breaths.        Feel how deeply aligned you are with others.
           Copyright © 2005-2011 Hillview Partners Network LLC                      44
For Writing to Others Remain Tightly Focused on the Intended Reader:

 Use often the words “yes” and “you.”             (Avoid “I,” etc.)

 Compliment the reader in genuine ways.                (“It will be good to see you.”)

 Ask legitimate, provocative and compelling questions.

 Offer YOU-focused statements – You will/can/do…

 Identify/understand prospect’s strain, pain and gain.

 Use simple sentences, short paragraphs; to-the-point, though not cryptic.

 Speak directly to the reader – You, you, you . . .

 Focus for the reader on benefits and attributes, not features per se.

 Start stories as if a headline from The New York Times – not the tabloids.

 Wrap-up with a highly specific call to action – today, now, tomorrow, etc.
           Copyright © 2005-2011 Hillview Partners Network LLC                            45
Pivoting away from Pop Culture
Words, Phrases and Behaviors


  Just checking-in to see if you received the material I sent.




              Thank you for spending time with me.




  No problem. No big thing. Don’t mention it. Whatever.




     Copyright © 2005-2011 Hillview Partners Network LLC         46
Pivoting away from Pop Culture
Words, Phrases and Behaviors


                        With all due respect . . .




                       Between you and me . . .




                             In my opinion . . .




    Copyright © 2005-2011 Hillview Partners Network LLC   47
Pivoting away from Pop Culture
Words, Phrases and Behaviors


          What is the pain you want me to address?




                                My pleasure.




                           The bottom line . . .




    Copyright © 2005-2011 Hillview Partners Network LLC   48
For meetings always arrive at least a few minutes early ― don’t be late!!!


Remove any overcoats, scarves, gloves, boots, etc., as quickly as possible
after arriving ― intentionally look READY, willing and able!


Remember to NEVER shake hands with gloves on!


Never be seen sitting down on the job while waiting in a reception area ―
try to remain standing! (If pressed to sit, there’s a way to handle it.)


With exception of not sitting down in the reception area, always graciously
accept hospitality: hanging coat, offers of coffee/water, etc. Adding a yes
sure beats introducing a no. “Saying no” to a host’s hospitality is unwise.


Be genuinely polite to receptionists, secretaries, assistants, security
guards, restaurant servers, and your host’s colleagues ― it really matters!
           Copyright © 2005-2011 Hillview Partners Network LLC                49
Aligning Your Best Efforts with
                Putting Your Best Face Forward

Research by Dr. Albert Mehrabian, Professor Emeritus of Psychology at UCLA,
delves into much more than our vocal communication:

     07% of our message is communicated through words
     38% through our vocal tone
     55% through facial expressions and body language
     For phone conversations the percentages are:
      8% through words and 92% through vocal tone
     Non-literal communication can count for 90%+ of impact
                       Copyright © 2005-2011 Hillview Partners Network LLC    50
Lead | Solve | Sell Requires Substantive Engagement in a
Steady Stream of Valuable Messages through Social Media

    Web sites
    Blogs
    Linked-In profiles and groups
    E-mail newsletters with photos and testimonials
    Forwarded articles and photos of likely interest
    Daily Facebook postings on business pages
    Routine valuable “Tweets” via Twitter
    Personal text messages of value to receivers
    Mobile photographs and videos
    What social networking media do you use?

                Copyright © 2005-2011 Hillview Partners Network LLC   51
Questions and Responses




Copyright © 2005-2011 Hillview Partners Network LLC   52
Sir Winston Churchill’s
    Commencement Address


Persist
Persist
Persist
Copyright © 2005-2011 Hillview Partners Network LLC   53
Your Lead | Solve | Sell
        Commencement Address


Persist in leading
Persist in solving
Persist in selling
       Copyright © 2005-2011 Hillview Partners Network LLC   54
Opening Windows, Doors and Wallets

                                                                              Strategic Alignment in Sales Leadership


                                                                         Lead | Solve | Sell
                                                                                                      Strategically Aligning what
                                                                                                          Buyers Truly Value with
                                                                                                      What Sellers Truthfully Sell

                                                                         John R. Dallas, Jr.
                                                                         Founder and Chief Alignment Officer (CAO)
                                                                         Hillview Partners Network LLC
                                                                         1133 North Dearborn Street
                                                                         Suite 3201
                                                                         Chicago, Illinois 60610-7197
                                                                         312.643.8000
                                                                         jrdallasjr@hillviewpartners.com




Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You.
    Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com   55

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L E A D, S O L V E, S E L L for Sales Leadership in a Recovering Economy

  • 1. Opening Windows, Doors and Wallets Strategic Alignment in Sales Leadership Lead | Solve | Sell Strategically Aligning what Buyers Truly Value with What Sellers Truthfully Sell ACA Professionals Club Chicago Joseph Scandariato Meeting Chair Wednesday 20 July 2011 John R. Dallas. Jr. Bank of America Chief Alignment Officer (CAO) 135 South LaSalle Street Hillview Partners Network LLC Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You. Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com
  • 2. John R. Dallas, Jr. Introducing Founder and Chief Alignment Officer (CAO) Hillview Partners Network LLC Consultants | Coaches | Speakers jrdallasjr@hillviewpartners.com John Dallas hillviewpartners.com weneedtohaveaword.com Today‟s Thought johnrdallasjr.com Leader and Facilitator A Vantage Point to Your Advantage™  Since 2005 leading Hillview, a network of independent professionals in fields of strategic alignment  President since 1974 of five prior technology-based B2B and B2C service companies: 1. Chicago Title Credit Services, Inc., Chicago / consumer and commercial credit data services 2. CreditComm Services LLC, Fairfax, VA (DC area) / consumer credit data services 3. Market Access Resources Corp., New York / consumer credit data services 4. Group Concepts Capital Corp., New York / consumer credit data services 5. National Business Intelligence Corp., New York / editorial services and electronic publishing  Chairman, Advisory Board, UrbanPonics LLC, a hydroponics (soil-less) grower of produce and flowers  Moderator, Greater Chicago Thought Leadership Forum (ThoughtForum)  Leader in inclusive multicultural education and leadership development initiatives for business owners  Keynote speaker, meeting moderator, workshop facilitator, interviewer, and panelist  Guest lecturer at universities, colleges, and other schools  Volunteer leadership in economic development, civic affairs, arts, education, and churches  Majored in Journalism and Mass Communications, Pittsburgh‟s Duquesne University, continued studies in New York at Columbia University 2
  • 3. The task of leadership is to create an alignment of strengths, making our weaknesses irrelevant.” − Peter Drucker Copyright © 2005-2011 Hillview Partners Network LLC 3
  • 4. Reversing Risk of Misalignment Since 2005 Hillview is a collaborative network of independent consulting, coaching and speaking specialists; individuals preeminent in various fields related to facilitating strategic alignment of people, money, technology, and other mission-critical resources. Alignment Consulting to Align Team Views toward Greater Productivity: 1. What buyers truly value and sellers truthfully sell Consulting 2. Sustaining team engagement, efficiency, and exceptional results 3. Where team members are moving during planning, execution and measurement Alignment Coaching to Align Leader Views toward Higher Performance: 1. Professional development and organizational growth (dual-track coaching) Coaching 2. Career advancement, enrichment or stabilization 3. Career transition (internal or external) Alignment Speaking to Align Audience Views toward Broader Perspective: 1. Building buyer-centric cultures, plans, operations, and sustainable revenue streams Speaking 2. Igniting fully responsible leaders to maximize their Return on Leadership (ROL) 3. Digging, drilling and thinking a bit deeper — to reach, climb and stand a lot higher Copyright © 2005-2011 Hillview Partners Network LLC 4
  • 5. Fully Responsible Leaders: 1. Lead people 2. Manage things 3. Align people and things Copyright © 2005-2011 Hillview Partners Network LLC 5
  • 6. Opening Windows, Doors and Wallets Strategic Alignment in Sales Leadership Lead | Solve | Sell Strategically Aligning what Buyers Truly Value with What Sellers Truthfully Sell John R. Dallas. Jr. Founder and Chief Alignment Officer (CAO) Hillview Partners Network LLC Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You. Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com 6
  • 7. Importance of Being Alert to Your Patterns of In-and-Out Listening Today please listen more “hearingly” − and with a “third ear.” In In In In In In Out Out Out Out Out Copyright © 2005-2011 Hillview Partners Network LLC 7
  • 8. President John F. Kennedy is to have said, “There’s always at least one [S.O.B.] at the table who doesn’t get it.” Kennedy Cabinet seated around the Cabinet Room Table in 1962, the day after the Cuban Missile Crisis ended. Imagine “not getting it.” If it happens in The White House… Pause to imagine the times every day we hear, read, see or sense that someone just does not get it. This is risk. Copyright © 2005-2011 Hillview Partners Network LLC 8
  • 9. To win points today, the ball is in your court . . . In meetings with one or many, for you to gain value you must monitor your in-and-out engagement. Yes, keep your own score. Copyright © 2005-2011 Hillview Partners Network LLC 9
  • 10. Sustaining All-Important Focus on Your Engagement Please jot on paper; perhaps on sheets separate from your rolling notes: ││││ Crosshatch marks for “first-time-heard” items P Pivots you identify as you turn toward new views ? Question marks if you “need more information” O “O” for moments you were Out Listening ( + or -) T “T” for takeaways for you to use/share TODAY It is always better in meetings to monitor your own reaction to the substance of the information you are hearing and seeing, rather than sit in judgment of the speaker‟s “performance.” Preparing to evaluate how any speaker performs, informs, entertains, or otherwise arrests your attention and engagement distracts you from the most important matter. This is about YOU, not the speaker. How well you do today is what really matters most. Copyright © 2005-2011 Hillview Partners Network LLC 10
  • 11. Medical Alignment Acronym Borrowed from Traditional Emergency Room Triage ER triage professionals will ask if you are alert and oriented (A&O) to: 1. Your Name? 2. This Place (i.e., a hospital‟s ER)? 3. Today‟s Date? 4. Your Purpose for being in the ER? Copyright © 2005-2011 Hillview Partners Network LLC 11
  • 12. Committees City Hall Diversity Life! Economic Reality Boards Past, Current and Federal YOU Family Future Employees Ad Agencies Social Media Credit V PR Outsourcing E Q&R N D Schools & O IT/MIS Teams Universities R Prospective Buyers S Law Networking WHO? The HILL Model™ IRS Competition Public Global Needs & Realities Strategically Aligned? Strategic Politics Alliances Quality Control & Associations & Foundations Best Practices E-Commerce HR Regulatory Seller Authorities The Media Faith Buyer 12
  • 13. To achieve strategic alignment of people and things, you must remain . . . Fully responsible leaders will ask if you are alert and oriented (A&O) to each situation‟s: 1. Strengths (first and foremost!) 2. Weaknesses 3. Opportunities 4. Threats Copyright © 2005-2011 Hillview Partners Network LLC 13
  • 14. Copyright © 2005-2011 Hillview Partners Network LLC Opening Windows, Doors and Wallets Strategic Alignment in Sales Leadership Lead | Solve | Sell Strategically Aligning what Buyers Truly Value with What Sellers Truthfully Sell Part 1 Three-Part HILL Climbing Expedition Based on Hillview’s Proprietary John R. Dallas. Jr. High-Impact Leader Lens (HILL) for Viewing People and Things Founder and Chief Alignment Officer (CAO) The Hill Model Hillview Partners Network LLC
  • 15. Three Steps for Strategic Alignment in Sales Leadership First Second Third   $ Lead Solve Sell “The task of leadership is to create an alignment of strengths, making our weaknesses irrelevant.” − Peter Drucker 15
  • 16. Retrain Your Brain JULY 20, 2011 “Every leader faces a share of irritating screw-ups and minor setbacks. In response to those annoyances, some leaders get irritable and stressed out. Others keep on moving. To be in that enviable latter category, you need resilience. Train your brain to bounce back from hassles rather than get snagged by them. Find a quiet place where you won't be interrupted. Sit comfortably and focus on your breath. Notice yourself inhale and exhale. Don't try to change your breathing, just be attentive to it. As thoughts, sounds, or other distractions come up, let them go and return your attention to your breath. By doing this 30 minutes a day you will teach your brain to go to a quiet calm place when it is stressed, rather than triggering your fight or flight response.” Copyright © 2005-2011 Hillview Partners Network LLC 16
  • 17. Deep Breath No. 1: The Leading Breath  Breathe-in — the present moment's reality.  Whisper inside, "Lead."  Breathe-out with a sense of aligning your leading strengths. Deep Breath No. 2: The Solving Breath  Breathe-in — the present moment's challenge.  Whisper inside, "Solve."  Breathe-out with a sense of aligning your solving strengths. Deep Breath No. 3: The Selling Breath  Breathe-in — the present moment's opportunity.  Whisper inside, "Sell."  Breathe-out with a sense of aligning your selling strengths. Feel the physiological and psychological alignment you are achieving. Copyright © 2005-2011 Hillview Partners Network LLC 17
  • 18. “Value is ultimately determined by the buyer, and never (ultimately) by the seller. Price is ultimately determined by the seller, and never (ultimately) by the buyer. Strategically aligning what buyers truly value with what sellers truthfully offer ultimately creates an ethical win/win-plus exchange. When sellers accurately address what buyers ultimately value, price matters less than sustainable benefits for both parties.” −JRDjr Copyright © 2005-2011 Hillview Partners Network LLC 18
  • 19. What Do Your Buyers Value in Doing Business with You? ? How deep and how wide is your understanding of this one word you chose? What does this one word REALLY mean to your buyer? How might you lead in supporting your buyers to deepen and broaden their grasp of the upside potential within this one word? If they prioritize this word in assessing your value to them, it is in your and their best interests for everyone involved to REALLY “get it” and make it work to the max. Copyright © 2005-2011 Hillview Partners Network LLC 19
  • 20. True-North Strategic Alignment Requires Vision, Thoughts and Actions Moving toward Where the Puck is Going to Be Leading, Solving and Selling Requires Vision, Thoughts and Actions Moving toward Where the BUYER is Going to Be "I skate to where the puck is going to be, not where it has been." - Wayne Gretzky "I lead toward where the BUYER is going to be, not where the BUYER has been.” - Fully Responsible Market Leaders Copyright © 2005-2011 Hillview Partners Network LLC 20
  • 21. Think It’s about how you think! Your mind’s attitude and altitude determine how you’ll hear responses to: Who? What? When? Where? Why? How? And − what’s “the Wow?” Copyright © 2005-2011 Hillview Partners Network LLC 21
  • 22. Fresh Thinking for Envisioning Value of Strategic Alignment “You cannot solve a problem from the same consciousness that created it. You must learn to see the world anew.” − Albert Einstein Copyright © 2005-2011 Hillview Partners Network LLC 22
  • 23. Asking yourself or others, “Where do things stand?” is not the right question. Change is ceaseless. Views toward where people and things are moving focus your thoughts and vision to identify direction and velocity of momentum. Copyright © 2005-2011 Hillview Partners Network LLC 23
  • 24. A Vantage Point to Your Advantage TM From what height in your day-to-day mindset are you viewing people and things? Copyright © 2005-2011 Hillview Partners Network LLC 24
  • 25. “What you see is what you get, so where you stand to look at life‟s sights really matters. Precision vision is required for every mission. Clarity comes from lifting your mind to „a hill‟ for viewing people and things − instead of from a flat plain, a lofty mountaintop, or a stale ivory tower. We must dig, drill, and think at least a little deeper − so each of us will reach, climb and stand a lot higher.”− JRDjr Copyright © 2005-2011 Hillview Partners Network LLC 25
  • 26. Hillview Presents The HILL Model™ with Views of Strategic Alignment for Fully Responsible Leadership Based on Hillview’s High-Impact Leader Lens™ (HILL) for Realistically Viewing − and Positively Influencing − Movement of People and Things In Your Mind’s Eye You are Standing on this HILL to Focus, Align and Balance Your and other Views toward Vision and Viability From this just-right HILL-height ask: Who? What? When? Where? Why? How? And what’s “the Wow?” Viability Vision Left Brain for Viability: Right Brain for Vision: Uses logic Uses feeling Detail-oriented Big-picture oriented Defines “it” Describes “it” Knows object’s name Knows object’s function Facts rule Imagination rules Words and language Symbols and images Present and past Present and future Math and science Philosophy and religion Comprehends Senses intrinsic value Knowing Believing Acknowledges Appreciates Order/pattern perception Spatial perception Reality-based Imagination-based Forms strategies Presents possibilities Practical Impetuous Safe (risk-averse?) Risk-taking Viability Humble by deduction Hubris-prone (a risk) Vision Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You. Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com 26
  • 27. Three Pivotal Moments in Sales Leadership: International Telephone and Telegraph Corporation (ITT), CBS, and American Express “Mr. Savage, I can be in your office in 15 minutes. If you allow me 30 minutes, I‟ll demonstrate face-to-face what I failed to convey during this telephone call. May I come over now, please?” “Charlie, make a decision!” “Judy already gave you her answer.” Copyright © 2005-2011 Hillview Partners Network LLC 27
  • 28. Single Words and Concepts are Pivots toward New or Clearer Views of People and Things As you stand atop hills in your fine mind, allow your attention to pivot toward new views that may validate or change the direction you and your team members are heading. Breathe! Copyright © 2005-2011 Hillview Partners Network LLC
  • 29. One word made a difference in a hearing… Incorrect word: “… most humiliating day of my life.” Correct word: “… most humble day of my life.” Tuesday 19 July 2011 Copyright © 2005-2011 Hillview Partners Network LLC 29 29
  • 30. Yes, one word can make a big difference . . . A rather impertinent reporter from The Wall Street Journal asked Mikhail Gorbachev for one word to summarize the state of the Russian economy. One word. One word: Good Then two words: NOT Good Copyright © 2005-2011 Hillview Partners Network LLC 30 30
  • 31. A single word‟s value to others and you is influenced by your depth of definition, breadth of description, and scope of view for its desired impact . . . Now in PDF for e-readers Hardcover Fall 2011 Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com 31
  • 32. Leading, Solving and Selling Power of One Three-Letter Word . . . Copyright © 2005-2011 Hillview Partners Network LLC 32
  • 33. Leading, Solving and Selling Power of One Three-Letter Word . . .  Your Empathy Sells – YES!  Your Enthusiasm Sells – YES!  Your Energy Sells – YES!  Your Eagerness Sells – YES!  Your Education Sells – YES!  Your Exactitude Sells – YES!  Your Eye (Contact) Sells – YES!  Your Ego (Healthy) Sells – YES! Copyright © 2005-2011 Hillview Partners Network LLC 33
  • 34. Applying to Leading, Solving and Selling Coach Vince Lombardi’s “Fundamentals” “This is a Football.” This also is a Football. Copyright © 2005-2011 Hillview Partners Network LLC 34
  • 35. Fundamental No. 1 for Leading, Solving and Selling Copyright © 2005-2011 Hillview Partners Network LLC 35
  • 36. “Put people first. Put people second. Put people third. Profit of many types follows people, people, people.” − JRDjr Copyright © 2005-2011 Hillview Partners Network LLC 36
  • 37. “Life moves pretty fast. If you don't stop and look around once in a while, you could miss it.” —Ferris Bueller Copyright © 2005-2011 Hillview Partners Network LLC 37
  • 38. Think about the Leading, Solving and Selling Power of One Four-Letter Word: "The meaning of love is not to be confused with some sentimental outpouring. Love is something much deeper than emotional bosh.“ −Martin Luther King, Jr. Yes, I love what I do for a living. Yes, I love the favorable impact I have on lives of the people my work touches. Yes, I love __________________________ . . . Copyright © 2005-2011 Hillview Partners Network LLC 38
  • 39. Help is a Four-Letter Word to Avoid Choose to offer, provide and sustain support. Copyright © 2005-2011 Hillview Partners Network LLC 39
  • 40. Differentiating “with” from “to” and “on…” One-with-one exceeds in leadership value: One-on-one . . . One-to-one . . . One for all, all for one! Copyright © 2005-2011 Hillview Partners Network LLC 40
  • 41. Differentiating Views From Opinions Views from hills in your mind can change with the direction you are looking, the height from where you are looking, and how long you focus for clarity. Opinions are less flexible than views. If someone or something points your head or heart in a different direction, your view changes. Opinions you and others pronounce have much less inherent flexibility than “sharing adjustable views seen from just-right hill-height.” Choose to express your views over imposing your opinions. Share views and expect change. Copyright © 2005-2011 Hillview Partners Network LLC 41
  • 42. Pause to Ponder Perils of Pride Pronounce at Your Own Risk Hillview encourages fully responsible leaders to avoid thought, words and actions that trade on the less-than-productive emotions of pride. Choose instead the thrill of “being deeply pleased” with positive outcomes accomplished by others and yourself. Pride has no place whatsoever in The HILL Model. Pride is considered a major risk to strategic team alignment. Resisting pride allows self- awareness that leads to selfless teamwork. Copyright © 2005-2011 Hillview Partners Network LLC 42
  • 43. For Writing to Others Remain Tightly Focused on the Intended Reader: 1. Resist starting any written paragraph with “I” 2. Avoid starting any written paragraph with “I” 3. Don’t start any written paragraph with “I” Put the reader first in your mind, “You . . .”  You will find this of interest . . .  You and your colleagues will want to hear . . .  You are cordially invited . . .  Your time today was greatly appreciated . . .  You would be more than welcome . . . “You” was the first word spoken to man in the Garden of Eden. Copyright © 2005-2011 Hillview Partners Network LLC 43
  • 44. For Writing to Others Shift Gears to Focus Tightly on the Intended Reader:  Know your “who, what, when, where, why, how and wow” messages.  Put yourself in the reader’s shoes (i.e., use extra empathy).  Be friendly, warm and appreciative in your thoughts and text.  Don’t be abrupt, rude, self-centered, or aggressive.  Don’t be egocentric or otherwise demonstrate any insecurity.  Be human! Be personal. Say hello. (Bill, hi. Carol, hello. Dear Jill:)  Say “please” and “thank you” often! (Tom, thank you for your . . .)  Say that you’ll support (not “help”). (Call when you want . . .)  Say it because you mean it! (It’s great to know you.)  Wrap-up. Say good-bye. (All the best, Kind regards, Best, etc.)  Take three deep breaths. Feel how deeply aligned you are with others. Copyright © 2005-2011 Hillview Partners Network LLC 44
  • 45. For Writing to Others Remain Tightly Focused on the Intended Reader:  Use often the words “yes” and “you.” (Avoid “I,” etc.)  Compliment the reader in genuine ways. (“It will be good to see you.”)  Ask legitimate, provocative and compelling questions.  Offer YOU-focused statements – You will/can/do…  Identify/understand prospect’s strain, pain and gain.  Use simple sentences, short paragraphs; to-the-point, though not cryptic.  Speak directly to the reader – You, you, you . . .  Focus for the reader on benefits and attributes, not features per se.  Start stories as if a headline from The New York Times – not the tabloids.  Wrap-up with a highly specific call to action – today, now, tomorrow, etc. Copyright © 2005-2011 Hillview Partners Network LLC 45
  • 46. Pivoting away from Pop Culture Words, Phrases and Behaviors Just checking-in to see if you received the material I sent. Thank you for spending time with me. No problem. No big thing. Don’t mention it. Whatever. Copyright © 2005-2011 Hillview Partners Network LLC 46
  • 47. Pivoting away from Pop Culture Words, Phrases and Behaviors With all due respect . . . Between you and me . . . In my opinion . . . Copyright © 2005-2011 Hillview Partners Network LLC 47
  • 48. Pivoting away from Pop Culture Words, Phrases and Behaviors What is the pain you want me to address? My pleasure. The bottom line . . . Copyright © 2005-2011 Hillview Partners Network LLC 48
  • 49. For meetings always arrive at least a few minutes early ― don’t be late!!! Remove any overcoats, scarves, gloves, boots, etc., as quickly as possible after arriving ― intentionally look READY, willing and able! Remember to NEVER shake hands with gloves on! Never be seen sitting down on the job while waiting in a reception area ― try to remain standing! (If pressed to sit, there’s a way to handle it.) With exception of not sitting down in the reception area, always graciously accept hospitality: hanging coat, offers of coffee/water, etc. Adding a yes sure beats introducing a no. “Saying no” to a host’s hospitality is unwise. Be genuinely polite to receptionists, secretaries, assistants, security guards, restaurant servers, and your host’s colleagues ― it really matters! Copyright © 2005-2011 Hillview Partners Network LLC 49
  • 50. Aligning Your Best Efforts with Putting Your Best Face Forward Research by Dr. Albert Mehrabian, Professor Emeritus of Psychology at UCLA, delves into much more than our vocal communication:  07% of our message is communicated through words  38% through our vocal tone  55% through facial expressions and body language  For phone conversations the percentages are: 8% through words and 92% through vocal tone  Non-literal communication can count for 90%+ of impact Copyright © 2005-2011 Hillview Partners Network LLC 50
  • 51. Lead | Solve | Sell Requires Substantive Engagement in a Steady Stream of Valuable Messages through Social Media  Web sites  Blogs  Linked-In profiles and groups  E-mail newsletters with photos and testimonials  Forwarded articles and photos of likely interest  Daily Facebook postings on business pages  Routine valuable “Tweets” via Twitter  Personal text messages of value to receivers  Mobile photographs and videos  What social networking media do you use? Copyright © 2005-2011 Hillview Partners Network LLC 51
  • 52. Questions and Responses Copyright © 2005-2011 Hillview Partners Network LLC 52
  • 53. Sir Winston Churchill’s Commencement Address Persist Persist Persist Copyright © 2005-2011 Hillview Partners Network LLC 53
  • 54. Your Lead | Solve | Sell Commencement Address Persist in leading Persist in solving Persist in selling Copyright © 2005-2011 Hillview Partners Network LLC 54
  • 55. Opening Windows, Doors and Wallets Strategic Alignment in Sales Leadership Lead | Solve | Sell Strategically Aligning what Buyers Truly Value with What Sellers Truthfully Sell John R. Dallas, Jr. Founder and Chief Alignment Officer (CAO) Hillview Partners Network LLC 1133 North Dearborn Street Suite 3201 Chicago, Illinois 60610-7197 312.643.8000 jrdallasjr@hillviewpartners.com Client Confidential and Resource Proprietary. All Rights Reserved. No Duplication or Distribution Without Prior Authorization, Please. Thank You. Copyright © 2005-2011 Hillview Partners Network LLC | hillviewpartners.com | johnrdallasjr.com | 312.643.8000 | jrdallasjr@hillviewpartners.com 55