Tamela Rich

Nuke the Bullets!

Great advice in this video on SUPPORTING your talk with a presentation (Powerpoint, Keynote, etc), not leaning on it.

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Low-Jargon Financial Blogs & Newsletters

Financial word mazeI write blogs and newsletters for attorneys, advisors and accountants. These professionals often need to provide complex information without making their clients’ eyes glaze over.

Professionals  with compliance/malpractice concerns  too often navigate the middle of the road where nothing meaningful is communicated. Some admit they hope readers will pick up the phone and call for clarification “on the clock.” Bad strategy.

Everyone faces this challenge of writing thorough-yet-understandable communications  from time to time. Here are writing tips for newsletter or blog writers who aspire to communicate without using jargon on one hand, or dumbing down the message on the other.

It’s a conversation, not a treatise

  • Provide links to jargon, technical definitions and 50-cent SAT words like “treatise.” This way, everyone can get as much info as they need on their own and your writing doesn’t bog down
  • Don’t mistake your articles for term papers!
    • Use headers, bolds and links to enable (gasp) skimming
    • Avoid passive voice; use active voice
    • Write to the appropriate reading level of your audience
      • Run your copy through a fog index calculator (tells the number of years of education needed to understand what you’ve written)
      • If you use Google Docs, click Tools>Word Count and find the analysis at the bottom
  • You’re not a professor
    • Don’t try to tell everything you know about the subject. Pare it down to the essentials
    • For weighty topics, write a series of short articles
    • Provide an intro to the topic in your newsletter and link to your blog/elsewhere for details. If you can find a video (or make one yourself) your audience will be grateful. Here’s how one of my clients does it
    • Leverage industry videos and handouts (be sure to comply with licensing and copyrights)

Engage readers

  • Invite them to leave comments and comment on those of others
  • Offer a free worksheet to help them apply the information to their lives — invite them to review the information with you off the clock, if appropriate
  • Ask readers to weigh in on a topic by linking to a survey that gives them the option to see how their answers compare to those of other respondents
  • Poll readers for future articles on similar/related subjects

Brains need variety

What techniques have you or others used to make complex information digestible? What have you seen out there that turns you off? 

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Brains Need Stories

Presentation Secrets of S Jobs

Evidently story-loving is a function of our brain’s development. We’re biologically wired for them.

In a Washington Post story I learned: “Roughly around age 4, psychologists say, a child develops a ‘theory of mind.’ The child suddenly grasps that other people have feelings, thoughts, just like the child’s own. From this great mental leap comes a secondary, almost accidental talent: We can get inside the heads of people whom we never actually meet except in stories. This is why fiction works. Huck Finn and Harry Potter seem real enough.”

Is this why Steve Jobs is the world’s greatest keynoter? Because he’s a great storyteller? In the new book The Presentation Secrets of Steve Jobs we learn his three-act methodology:

  • Act1 is to create a story with seven tips (chapters or scenes) in crafting a great story behind the presentation
  • Act 2, delivery of an experience with six scenes for adding appealing visuals to a presentation.
  • Act 3, refine and rehearse and rehearse some more with five scenes discussing body language, verbal delivery, and using appropriate dress

I wrote a post on PowerPoint and effective presentations a couple of months ago that got excellent traction with readers. Join the discussion.

Prompts for Professionals

Next time you’re trying to deliver a memorable presentation try:

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Working with a Ghostwriter

OlilvettiUsed to be the word “ghostwriter” conjured images of a wily hack with a battered Olivetti sitting at a Hollywood swimming pool coaxing confidences from a star.

Lately the word has gotten traction in the music world (evidently lots of rappers use them). Politicians have always used ghosts — a recent Christian Science Monitor story estimated 90% of politicians’ books are “heavily ghostwritten.”

Now businesspeople are convinced they need to be content producers to drive search engine results and keep their names top of mind with customers. This makes my job as a business ghostwriter easier to explain, but there are lots of misconceptions out there about what we do, how we work, and how we’re paid. In case you’re thinking about hiring a ghostwriter, this might help you think things through.

Q:  What kind of work can you give to a ghostwriter?

A: There is no professional organization that certifies ghostwriters. Generally speaking we can write anything on your behalf. The devil lies in the details of how well a ghostwriter works with you, whether they know your field well enough to hit the ground running, and whether you can agree on a fee structure.

As a financial ghostwriter I craft presentations and management letters. I write blog posts, newsletters, white papers, articles and (soon) books. Each writer will produce each type of publication with differing levels of proficiency.

Do you want to rough out a topic then turn it over to a ghostwriter? Or does the sight of a blank page drain your mind completely? Working with a ghostwriter is a partnership, so begin your quest by identifying your needs, working preferences and limitations. These will determine the offsetting strengths to look for in your writing partner.

Q: What do I look for in a business ghostwriter?

A: You need to find someone who knows enough about your field that they can focus on production. You might also need to find a writer experienced with Chicago Manual of Style, MLA, etc. That said,  if you find a great writer they can learn the styles. A good ghost won’t upcharge you for coming up the learning curve, provided there’s sufficient upside for the writer.

You might also need help devising an editorial calendar or other marketing/public relations capabilities, so be sure to ask your writer if they can provide that expertise. In today’s social media environment a ghostwriter should have a working understanding of how search engine optimization works, but beware the writer who tries to convince you that writing in a stilted style to feed the search bots will serve you well with human readers.

Q: Where do I look for a qualified ghostwriter?

A: Tap your professional circles first. With so many corporate communications departments being downsized, domain experts who write well are a LinkedIn search away. Whether they can effectively ghost for you is another matter. My advice is to start with domain experts and then refine the search by chemistry, mutually-acceptable work styles, pricing, etc.

Q: How much will a ghostwriter charge?

A: Your business ghostwriter will charge in the range of a self-employed accountant in private practice.  Specialists in other subject areas will differ, but this will give you an idea of how to budget.

Start by asking yourself the qualifications someone would need to write intelligently about your field. (For example, could a nurse write about biotech?)  Put a number on what that person would make working for an employer full time. That’s just a start. You can’t just divide that by 2080 annual working hours; you must add something for administration and overhead costs, and allow that of a 40 hour week, about 25 is actually billable (the other fifteen are spent in client acquisition, proposals, professional development and administrivia). The accountant study shows similar productivity.

Let’s crunch numbers. Say you want an MBA Who Writes Like An English Major with a background in finance. Let’s assume that person would earn $100k in their field. OK, add the employer-paid taxes, employer-subsidized health insurance and two weeks of vacation and the result is about a 20% bump over base salary. We’re at $120k. Divide that by 2080 “standard” work hours a year and you get $58/hour. For reasons explained above, the $58 would translate to more like $94/hour when they actually get on the clock.

Q: Will ghostwriters work at a fixed rate?

A: When you hire a writer with domain expertise, they’ll likely bid your project on a flat fee or bid a price per (accepted) page. This will take some pre-work on your part defining the scope of the project and giving the writer sufficient source material to get to work.

Q: How will a ghostwriter price my project?

A: The more organized and efficient you are, the less you’ll pay the writer. If you have all your research compiled and outline your expectations up front (number of pages/slides/word count) the writer can adequately estimate their work effort.

Your personal organization and efficiency plays a big role in keeping the project on budget, too. An experienced writer will devise a project timeline with deadlines and expectations for YOU.  You’ll have to uphold your end to keep the contracted price and schedule. If the contract says you get one editorial pass and one line edit pass, you’ve got to make best use of each. If you get to the line edit round and start moving big chunks around or inserting more copy, chances are your writer will need to charge you for that editorial re-work. A line edit consists of tweaking for clarity and correctness, not re-drafting. I find that clients often want to make changes after copy they’ve approved has been handed over to the graphic designer/desktop publisher; such re-work is not in scope.

There are some professional pay guidelines out there for different types of writing/editing on a project and page basis.

Q: Do I have to work with a ghostwriter face-to-face?

A: Each project drives the tactical means for getting it done. If I’m writing a white paper, the client provides me with the source material, we discuss relative weighting of the topics and the general outline and I take it from there, circling back for commentary, elucidation, additional source material, etc. Many of my blog and newsletter clients will forward news updates from their professional organizations for me to base a commentary upon. While I’m pretty flexible, I can’t speak for other writers.

I have to learn the client’s “voice” to emulate it. A client should never sound like a stranger in real life to someone who’s been reading their work. I prefer that my clients use digital recorder as much as possible; the digital file is easily attached to email.  Not only do I learn how they speak, I also glean from their inflection what matters to them most and any key words or phrases that they favor.

Most people say more when speaking than when writing.  Clients may think they have two articles for their newsletter but they start talking, I might “hear” three articles for the current edition and another for a blog post or future newsletter.  Occasionally a client will be in the middle of answering a question when something pops up that we can use later.

Q: How to proceed?

A: I suggest you audition one or two potential writing partners. Already writing a newsletter? Give the writer an earlier version and ask what they’d do differently. Never written one before? Give the writer three news topics and see what they want from you before they begin writing and how they would propose to learn your voice. I will sometimes offer to do an audition piece without charge and then if the client hires me I’ll bill them for the work.

More questions? Give me a call and we’ll discuss your particular project: 704-907-2811

A good accountant in a small practice runs upwards of $75-100/hour and so will your ghostwriter.
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“I loved the way he used PowerPoint”

Real Leaders Don't Use PowerPointThe anti-PPT bandwagon doesn’t have room for another rider. My only addition to the chorus  is that a bad PPT-based presentation is like a bad dog — blame the owner!

PPT isn’t inherently bad, but, like a Rotweiller, can be placed in the wrong hands and do real damage.

I generally agree with the authors of Real Leaders Don’t do PowerPoint: How to sell yourself and your ideas, “You are the message. Who you are–your character, experience, values–shapes the message your listeners hear.”

Dan Ariely, PowerPoint master

Ariely & MePredictably IrrationalLast year I heard Dan Ariely, bestselling author and professor at my B-school (Fuqua — Duke) speak on behavioral economics and his first book Predictably Irrational.

In staccato diction, he regaled us with tales of our irrational behavior — like why we won’t pay $3000 for a leather couch in the family room while we will pay the same amount for a leather interior in our family car — and he did it with the delivery skills of any comedian’s aspiration.

If he’d been a rock star we’d have whipped out our cigarette lighters and stomped our  feet until he gave an encore.

And yes, he used PPT, including a slide with an x-ray of Homer Simpson’s brain.  See?  I remembered that one.

In defense of PowerPoint

Recall a time when someone gave a terrific, memorable, actionable presentation WITH PPT, as Professor Ariely did.

I’ll wait.

OK, I can’t wait all day.

If you did have the good fortune of attending such an event, you’ll recall that PPT didn’t make it great — it was great because the speaker had something to say and said it with conviction; they knew their stuff cold, engaged the audience, told stories and stayed ON POINT.  Did the PPT help?  Maybe, after all, who knows how it would have gone without the screen?

Reasons for PPT:

  • Leave-behind for those who couldn’t make it to the live event
  • Guided handout for taking notes
  • Satisfies the need for visual stimulation
  • Illustrate points graphically

Bottom line:  No one says “I loved the way he used PowerPoint;” but if you’re a good presenter they’ll say “I’d go see him speak again.”

Malcolm Gladwell speaks

Blink by Malcolm GladwellA friend of mine had the good fortune of attending The Foundation for the Carolinas’ annual meeting.  You can hardly drag me to one of those, but I wish I’d gone to this one.  Why?  Bestselling author and New Yorker writer Malcolm Gladwell did the keynote.

According to my friend, Gladwell took a wireless mike and roved the audience, telling stories about a town in (I believe) Pennsylvania and how and why it prospered and failed.  My friend, a public relations pro who is not easily impressed, was awed.

Just the opposite of Ariely, Gladwell is soft spoken.  Where Ariely is irreverent, Gladwell is earnest.  Both can bring the house down.

I’m not a qualified speaking coach — my specialty is the content — but to me this is the bottom line:  You don’t have to be “dynamic” to get your message across.  The book mentioned earlier, Real Leaders Don’t do PowerPoint: How to sell yourself and your ideas, got good reviews and the website and book Presentation Zen is chock full of great stuff. And I’m always here to help.

It’s easy to bash PPT, and you’re welcome to bash away in the comments section.  I’d really like to hear from you about a presentation that thrived WITH the visual support.

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Beware the Fart Joke

We are a collection of "selves"

We are a collection of "selves"

Catching up on reading this week at the beach, including past issues of my favorite magazine, The Atlantic.

The November 2008 edition carried a fascinating article that touched on neuroeconomics, or the neurophysiology of economic decisions. I love this stuff.

According to Yale professor of psychology, Paul Bloom, “…remembering something is easiest while you are in the same state in which you originally experienced it. Students do better when they are tested in the room in which they learned the material; someone who learned something while he was angry is better at remembering that information when he is angry again; the experience of one’s drunken self is more accessible to the drunk self than to the sober self. What happens in Vegas stays in Vegas.”

Bloom’s research underscores why effective business communications need to take people to an emotional place in order to cement the message. Warren Buffett did this well in his 2009 annual letter to shareholders when he drew a parallel between derivatives and venereal disease:  “Participants seeking to dodge troubles face the same problem as someone seeking to avoid venereal disease: It’s not just whom you sleep with, but also whom they are sleeping with.”

If that gives you a creepy feeling, the Oracle from Omaha met his objective; he hates derivatives.

More Buffett bon mots:

  • Tony and I feel like two hungry mosquitoes in a nudist camp. Juicy targets are everywhere.
  • By year end 2007, the half dozen or so companies that had been the major players in this business had all fallen into big trouble. The cause of their problems was captured long ago by Mae West: “I was Snow White,but I drifted.”
  • If merely looking up past financial data would tell you what the future holds,the Forbes 400 would consist of librarians.
  • The tennis crowd would call my mistakes “unforced errors.”
  • Upon leaving, our feelings about the business mirrored a line in a country song: “I liked you better before I got to know you so well.”
  • Investors should be skeptical of history-based models. Constructed by a nerdy-sounding priesthood using esoteric terms such as beta, gamma, sigma and the like, these models tend to look impressive. Too often, though, investors forget to examine the assumptions behind the symbols. Our advice: Beware of geeks bearing formulas.

Advice for speakers

Back to Paul Bloom in The Atlantic story,  “Good smells, such as fresh bread, make people kinder and more likely to help a stranger; bad smells, like farts (the experimenters used fart spray from a novelty store), make people more judgmental. If you ask people to unscramble sentences, they tend to be more polite, minutes later, if the sentences contain positive words like honor rather than negative words like bluntly. .. All of these studies support the view that each of us contains many selves-some violent, some submissive, some thoughtful-and that different selves can be brought to the fore by different situations.

Next time you’re delivering a presentation, keep this in mind.  The oft-repeated advice to open with a joke should be tempered by what you just learned about neurophysiology — don’t make it a fart joke.

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Smelling your Content

According to Dr. John Medina, “Smell is unusually effective at evoking memory. If you’re tested on the details of a movie while the smell of popcorn is wafted into the air, you’ll remember 10-50% more.”

Book by BY LYALL WATSON

Book by BY LYALL WATSON

Makes you rethink the food and beverages you offer at presentations, doesn’t it?

And how about doing reconnaissance on the meeting room itself? Giving a presentation in a stinky room might associate you with “stinky” content.

That said, kicking the sales team in the pants while they whiff the cafeteria’s burnt offerings might subliminally reinforce your point to get going or get burned.

But before you break out the room freshener, do some research.  Men and women prefer different smells and certain smells perk us up while others have a sedating effect.





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The Ten-Minute Window

DR. JOHN J. MEDINA is a developmental molecular biologist focused on the genes involved in human brain development and the genetics of psychiatric disorders.

Stay with me.

He also runs a site and authored a book entitled  “Brain Rules” in which he expounds upon “12 rules for surviving and thriving at work, home and school.”

Medina’s Rule #4 says “We don’t pay attention to boring things.”

Today’s blog focus, presentations.

Thousands of cartoons

Thousands of cartoons

Since presentations (and their presenters) are too often boring, we don’t pay attention to them — sometimes to our detriment.  Medina shows that every ten minutes or so our attention flags and we need a little shot of something to continue paying attention. He says this little shot should be ” emotionally relevant.”

Consider the occasional New Yorker cartoon.  For $20 each, you can insert a witty and apropos cartoon into your deck and keep your group’s attention.  Plus that, you’ll look urbane and well-read.



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Tamela Rich