Talent Development 18 Consulting and Business Partnering

November 27, 2020

Section 3.2 in the CPTD Certification program for ATD is Consulting and Business Partnering. Section A reads, “Skill in synthesizing information to formulate recommendations or a course of action to gain agreement, support, and/or buy-in from stakeholders.”

To be successful at consulting, you must operate as a strong business partner with the client. The people involved in the training must be truly excited about the venture and anxious to have it work out well for them.

If you follow these eight tips, you should have agreement, support, and full buy-in.

1. Start with solid research

The way to gain commitment is to listen well to what the participants say they need. This sounds easy, but it is more difficult than it seems. I start with interviews of the key players in the organization. That sets the stage, but it is not enough because they may not be able to articulate the real needs.

2. Needs analysis

I do a survey of the people involved in which they select what topics would create the most significant payoff for them. The key here is to involve as many people in the group that will ultimately be trained so that each person recognizes he or she had real input into the topic selection.

3. Create a rough draft of the program

Based on the research, I put together a draft of the main topics to be covered as well as the delivery style to be used. Be sure to state the objective clearly and outline the deliverables in detail.

4. Review and gain commitment

This is a critical step that is often overlooked or short changed. Let me share an example of how this looks, if it is done well. I was doing a design for a CEO of a major training effort. I did the research, needs analysis, and a draft of the proposed program. I came back a few days later and shared a list of seven things the proposed program would accomplish. The CEO looked at the seven things and wrote BINGO in large letters next to my list.

5. Design the program in detail

In this phase it is necessary to customize the material so that you will be speaking “their language.” Do not offer the same program for a hospital as you would for a manufacturing plant. Make the entire program feel like it was made for that specific client. I normally use their logo and pictures that reflect their actual business.

6. Make sure the program delivery is user friendly

For people to be excited about the training, they need to have it done on a schedule that is most convenient for them, not you. They may want it delivered very early in the morning or even on weekends. Always bend to their needs.

7. Avoid “Death by PowerPoint.”

Only a few points per slide, and do not read the points. Instead, talk about the topic area letting them absorb the actual words on the slide. Always have a photograph (and obtain the license to use it) on each slide. Do not use clip art or cartoons. Make sure the photo is illustrative of the points you are making and has some element of creativity or twist to keep people interested.

8. Make the training experiential

Do not have just hours of lecture. Have an activity, like a role play or body sculpture every 20 minutes or so to break up the training. This keeps people from getting bored.

Following these eight tips will ensure your program has the full support of people in your client’s organization.

Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.


Talent Development 15 Coaching Supervisors

November 1, 2020

Section 2.7 in the CPTD Certification program for ATD is Coaching. Section B reads, “Skill in coaching supervisors and managers on methods and approaches for supporting employee development.”

I have always had a keen interest in coaching of supervisors and managers. I believe their role is pivotal, and their situation is often challenging. Throughout my career, I spent roughly 40% of my time actually working with supervisors in groups and individually to develop and sharpen their skills.

Successful Supervisor Series

From 2016 to 2018 I wrote a series of 100 blog articles specifically aimed at creating more successful supervisors. I am sharing an index of the entire program here so you can view the topics covered. The index has a link to each article on my blog in case you may be interested in reading up on certain topics. Note: After you call up the document, you will need to click on “enable editing” at the top of the page in order to open the links below.

Use for Training

You may wish to select articles at random or as a function of your interest, or an alternative would be to view one article a day for 100 days. You could use the series as a training program for supervisors.

In that case, I recommend having periodic review sessions to have open discussion on the points that are made. There will likely be counter points to some of my ideas that apply to your situation.

Some examples relating to Employee Development

Most of this series deals with the development of the supervisors themselves, but many of the articles deal with supervisors supporting employee development. I will share links to 10 specific articles here as examples from the series:

9. Motivation

40. Engaging People

47. Coaching People on Money Problems

57. Building a High Performance Team

70. Reduce Drama

78. Trust and the Development of People

82. Trust Improves Productivity

88. Better Team Building

89. Repairing Damaged Trust

93. Creating Your Own Development Plan

I hope this information has been helpful to you. Best of luck on your journey toward outstanding Supervision and Leadership.

Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.




Body Language 98 Head Shaking While Talking

October 30, 2020

There is an interesting form of body language that some people do while they are talking. It is moving their head from side to side. I am not sure what the origin is, but I see it in some commercials where people are advertising a healthcare service.

My guess is that the gesture is intended to make the person speaking seem to be more believable or genuine. It may be interpreted as being sincere, as in saying, “We are going to take good care of your mother.”

The gesture can also be observed when people eat particularly delicious food. I suppose the meaning is, “I can’t believe how good this Key Lime Pie tastes.”

You also see the gesture used in politics, particularly by female politicians. Two people I have seen do this on numerous occasions are Elizabeth Warren and Hillary Clinton. It seems incongruous because, for most people, moving the head from side to side is thought to mean “no,” but these women use it to appear more credible.

The gesture is also commonly used to convey disbelief. If someone is telling you a tall tale about how he ate two gallons of ice cream in one sitting, you might be shaking your head slowly from side to side in disbelief. Remember the old adage, “never eat anything bigger than your head.”

The gesture, as with many other parts of body language, is culture specific.There are some cultures where the gesture is seen much more often than in the USA and with a different meaning. For example, in some southern European Countries such as Albania or Bulgaria, the gesture means “yes” rather than “no.”

Another interesting observation is that when babies are hungry for breast milk, they nod their heads up and down, but when they want to reject the breast milk they move their heads from side to side. Of course, babies do not have the cultural programming for gestures that come along later in life.

Another variant of the side to side head gesture is the Indian or South Asian Head Bobble. Here the head does move from side to side but it sort of rocks or tilts back and forth on top of the neck. In these cultures, the gesture is very common, and it can mean different things based on the context. One common meaning is, “I understand.” Another meaning can be, “Thank you.” If done slowly and with a slight frown, it often means, “I respectfully decline.”

Look for the head shaking gesture, and when you see it, look for other clues, such as the configuration of the mouth or the position of the eyebrows. These secondary clues can help you determine the true meaning of the gesture in that instance. Of course, the context of what is going on also will give you valuable insights.




This is a part in a series of articles on “Body Language” by Bob Whipple “The Trust Ambassador.”



Body Language 97 Twelve Layers

October 20, 2020

For the final few articles in this series on body language, I am highlighting some of the excellent content in a program entitled “Advanced Body Language” by Bill Acheson of the University of Pittsburgh.

In this article, I will summarize his Thinking on how we pick up twelve layers of information when we interface with another person. Most of the time the signals are processed by us unconsciously, but that does not mean they don’t matter to us.

The body language is most important when we are meeting someone for the first time. According to Bill, what we can observe in the other person is ten times more important than what we say.

The 12 layers are the management of:
1. Time
2. Space
3. Appearance
4. Posture
5. Gesture
6. Voice
7. Eye Contact
8. Facial Expression
9. Breathing
10. Touch
11. Smell
12. Congruence

Actually, in his recording he left off the 12th item, so I added the concept of congruence, because when one part of body language is out of step with the others, it sends a warning signal that something is wrong here, even if we cannot put our finger on it consciously.

When we see conflicting signals, the caution flag goes up in our mind, and we have a much more difficult time establishing a relationship of trust. That caution flag, even if it is subconscious means it will take substantially longer to trust the other person than if all signals were consistent.

According to Malcolm Gladwell in the book “Blink,” human beings have a remarkable ability to size each other up in a heartbeat. He estimates that we form a first impression of another person within the first three seconds. He calls the phenomenon “thin slices” after the analogy that if you slice something, like a cucumber, thin enough, you can actually see through it.

Near the start of his program, Bill shares some data he took when working with a group of 600 business woman. His question was, “In a business setting, how do you know when a man cheats on his wife?” The top 7 responses were all body language.

In the video Bill shares the top two responses. The first was if a man wears too much cologne or aftershave. The second giveaway, mentioned by 70% of the women, is if the man is wearing a pinky ring. What male would have guessed those two responses?

Another fascinating statistic has to do with trust. The research shows that 97% of the women he polled said they do not trust a man who wears more jewelry than they do. I suppose that one seems pretty obvious.

In his program, he makes several general observations comparing men and women. Bill is always careful to point out that these observations do not hold in every case, but there is enough of a trend to make them a valuable tool.

For example, he has measured that of out of all the emotions, there is only one emotion that men project with far greater accuracy than women. That emotion is guilt. He suggests that if women experience guilt, they usually do it to themselves.

I hope you have enjoyed these few articles summarizing the entertaining and sometimes startling research of Bill Acheson. I hope that you are interested enough to pick up a copy of his program. You will find it fun, entertaining, and insightful.



This is a part in a series of articles on “Body Language” by Bob Whipple “The Trust Ambassador.”



Leadership Barometer 68 Firm but Fair

October 18, 2020

There are hundreds of assessments for leaders. The content and quality of these assessments vary greatly. You can spend a lot of time and money taking surveys to tell you the quality of your leadership. There are a few leading indicators that can be used to give a pretty good picture of the overall quality of your leadership. These are not good for diagnosing problems or specifying corrective action, but they can tell you where you stand quickly. Here is one of my favorite measures.

Firm but Fair

The book “Triple Crown Leadership” was coauthored by my friends Bob Vanourek and his son, Gregg. In the book, they stress that great leaders have the ability to flex between “steel” and “velvet.”

They are firm and unyielding on matters of principle or values, but they also display a softer more human side when dealing with some people issues.

Great leaders have this ability to flex, and they also know when to do it. If an issue has to do with certain characteristics (like integrity, safety, ethics, honesty) it is a mistake to bend the rules, even just a little. But, if the issue has to do with showing people you care and want to be fair to people, then on those issues you can flex to show you value these things too.

It is a mistake to take a hard line on every decision and always go “by the book.” Some leaders feel it is essential to maintain control by having a firm hand on the tiller. They often lose the respect of people because they show no human side.

It is also a mistake to be too soft and basically ignore important principles or rules. This posture will also cause a loss of respect.

To get the right balance, great leaders let people know they will be steel on some things and velvet on other things. This causes higher respect and also leads to higher trust within the organization.

One important caution on this philosophy is that you need to establish a predictable pattern for when to flex. If you do something for one person and not another, then you will be tagged as playing favorites, which always lowers trust. If it is unclear to people why you are being hard on one issue and soft on another, then you are going to confuse people, which also lowers trust.

I always found it helpful to explain to people why I am taking a hard line on some visible issue. For example, I might say, “We cannot allow this slitter to run with this safety interlock compromised. Even though we really need the production right now, we will never jeopardize the safety of our workers.”

Once you have established a track record for making the right choices, it is not as important to explain your rationale for each one. The way to tell is to watch the body language of people. If they look confused when you make a decision, then always explain your rationale.

If there is ever any push back on a hard or soft decision, listen to the input carefully before proceeding. Keep in mind that your perspective is not the entire story. There may be other worthy opinions.

Show by your consistent actions over time that you stand for certain things, but always be willing to listen to and consider contrary opinions. Then when you make a final decision, let people know why you went that direction. If you do that, you will grow trust consistently.


Bob Whipple is CEO of Leadergrow Inc., a company dedicated to growing leaders. He speaks and conducts seminars on building trust in organizations.


Talent Development 13 Business Insight

October 15, 2020

Section 3.1 in the CPTD Certification program for ATD is Business Insight. The first bullet reads, “A skill in creating business cases for talent development initiatives using economic, financial, and organizational data.”

In this article, I will describe the process I use to create, refine and present business cases to potential clients.

A proposal to do some training and development work has little chance of being approved unless you can identify the benefits that will accrue. One mistake that consultants often make is to consider only the tangible or visible benefits such as higher output, greater safety, or better quality.

Usually there are intangible benefits that are not immediately or easily measurable but that have a profound impact on the operation in the long run. These concepts might include the impact of training on trust, morale, or teamwork. Often these intangible benefits dwarf the more visible things that can be measured physically.

If the training is highly experiential rather than just reading and listening to lectures, the impact on personal growth will go well beyond what is in plain sight. This is why I design my programs to have a great deal of variety of experiences where the participants actually become part of the action.

These experiences include several role play activities, body sculpture, assessments, polls, breakout sessions, magic illusions, videos, group and individual activities.

My rule of thumb is to have some kind of hands-on activity for every 10-15 minutes of information sharing. That level of involvement allows the group to stay sharp through multi-hour sessions. I also provide a physical break every two hours and provide refreshments, if the session is in person.

I work from PowerPoint Slides but follow a rigid protocol to avoid “death by PowerPoint.” All slides are on a totally white background. Usually there are only 5-6 bullets with large text with less than 8 words per bullet. Each slide has a real photograph (not clip art) that I have downloaded and purchased. The photos are indicative of the content on the slide and are often whimsical in nature.

I never read the PowerPoint bullets verbatim. I discuss the content and let the participants read the actual words while I am talking. Of course, I share the slide program for later review and recall.

Considering these presentation details, there is a lot of team building going on while I impart the subject matter. That improved teamwork serves to enhance trust and build morale, which both translate into productivity for the group.

It is common to have productivity increase by more than 50% as a result of training a family group for just a few hours.

I also customize all training for the specific needs of the group. I have a survey instrument with about 100 different areas where training might be considered. The participants tell me ahead of time which items have the most value, so that I can customize the program to be focused on the areas of greatest return.

I determine any extant data that is available for the group. I will review things like Quality of Work-life Surveys, Turnover data, Grievance Reports and other data that is available on the prior state of the group.

I also customize all slides to be industry specific, so that the training will translate into the language the particular organization uses daily. I want all of the participants to get the feeling that this training was designed specifically for them, because it was.

Taking these steps allows me to present a business case to the organization that is thorough, balanced, and tailored to be laser-focused on the needs of the specific group.



Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.


Leadership Barometer 67 Connects Well With People

October 9, 2020

There are hundreds of assessments for leaders. The content and quality of these assessments vary greatly.

You can spend a lot of time and money taking surveys to tell you the quality of your leadership.

There are a few leading indicators that can be used to give a pretty good picture of the overall quality of your leadership. These are not good for diagnosing problems or specifying corrective action, but they can tell you where you stand quickly. Here is one of my favorite measures.

Connects Well with People

A good way to evaluate the quality of a leader is to watch the way he or she connects with people both upward and downward. Great leaders are known for being real rather than phony.

People describe the great ones as being “a nice guy” or “an approachable woman” or “like a friend.” The idea is the leader does not act aloof and talk down to people. There is no pedestal separating the leader from people in the organization.

There are numerous ways a leader can demonstrate the genuine connection with people. For example, John chambers, former CEO of Cisco Systems, worked from a 12X12 foot cubicle and answered his own phone. There was no executive washroom and no corporate plane.

Other leaders dress more like the workers in jeans and polo shirt rather than suit and tie.

Probably the most helpful way to be connected to people is to walk the deck often. There is a way you can tell if you are getting enough face time with people.

When you approach a group of workers on the shop floor, watch their body language.

If they stiffen up and change their posture, you know that your visit it too much of a special event. If the group continues with the same body language, but just welcomes you into the conversation, then you are doing enough walking of the deck.

They used to call this habit MBWA – short for “Management By Wandering Around.” It is, by far, the easiest way to stay connected with people. I tried to find at least an hour each day to do this, and I found it to be the most enjoyable hour of my day.

Being close to people has the added benefit of helping to build trust and improve teamwork. By sharing news or getting people’s opinions you show that you care about them. That works wonders for building higher engagement in the work,

Likewise, great leaders know how to stay connected with the people above them. In this case MBWA does not work too well because there is no real “shop floor” for upper management. Being accessible helps, so know the layout and drop by on occasion to check in. Do not be a pest – there is a fine line.

One suggestion is to experiment with the preferred modes of communication of your superiors. For example, I can recall the best way to keep in touch with one of my managers was through voice mail. Another supervisor would rarely reply to voice mail or e-mail, so I would make sure to stop by to see her physically.

One tip that was helpful to me was to arrive very early in the morning – before any of the upper leaders were present. Most executives arrive at work before the general population to prepare for the day and get some quiet work done before the masses arrive.

I would always be in my office working when my leader arrived. There were many occasions when something had to be done to help her very early in the morning. Since I was the only one around, I had the opportunity to do little favors to help her out. Over time that builds up a kind of bond. It is not being a suck up. It is just being available to help.

Beating the leaders in to work consistently demonstrates a kind of dedication. The manager has no way of knowing when you arrived. You could have gotten there just 5 minutes before her or already been hard at work for an hour. I always enjoyed having my car make the first set of tracks in the snow of the parking lot. Over time, that built up a helpful reputation for me that paid off.

Bob Whipple is CEO of Leadergrow Inc., a company dedicated to growing leaders. He speaks and conducts seminars on building trust in organizations.


Talent Development 12 Career and Leadership Development

October 4, 2020

Section 2.6 in the CPTD Certification program for ATD is Career & Leadership Development. The first bullet reads,” Skill in sourcing, designing, building and evaluating leadership development experiences.”

In this article, I will describe the process I use to develop, refine, upgrade, and evaluate leadership development programs for my Leadergrow, Inc. Business.

All my life I have been fascinated by leadership. Even as a young boy I wanted to know what made some leaders amazing while others, seemingly equally qualified, struggled. During my early years I observed constantly, but I did not find the answers I was looking for.

Upon entering the corporate world, I started studying leadership in earnest. By reading and listening to programs, I was mentored by many of the great leadership gurus of all time, including Napoleon Hill, Earl Nightingale, Brian Tracy, John Maxwell and numerous other leadership authors. My knowledge base was growing, but I needed to get more specific with the training.

For over 30 years, I ran a “leadership laboratory” at my place of work. I surrounded myself with the best leaders I could find, and we learned from each other how to apply the theories we were reading about at the time. I also completed my MBA studies in Behavioral Science at The Simon School at University of Rochester.

Eventually, I learned that there are a million behaviors that constitute great leadership, but all of them are enabled by one single concept. That concept is trust. I learned that the leaders who can build, maintain, and repair trust enable all of the other behaviors (such as respecting people, being consistent, delegating well, etc.) to work like magic.

Leaders who fail to create a culture of high trust work like crazy on all of the other behaviors without much success.

Trust becomes the golden key to great leadership. If you have it, your success as a leader is assured. If you fail to develop high trust with your group, then you will be locked out from the halls of great leadership.

Immediately after retiring from my full-time job as a Division Manager for a large company, I went to work designing leadership development programs. Developing leaders was always my passion at work, and I figured that doing the same thing after leaving the corporate world would be rewarding and also lead to a stable income for decades to come.

I started teaching at several of the Business Schools within driving distance. I also made a proposal to the local Chamber of Commerce to run a series of “Leadership for Managers” courses at the chamber, which I have taught three times a year for the past 17 years. These teaching opportunities made sense, as they both fed my consulting and coaching business.

I also joined the National Speakers Association and prepared to spread the word about the benefits of a high trust culture widely.

As I teach each course, I take feedback at the end, so the material can be continually upgraded. The course has now expanded beyond the original 20 hour format because there are so many wonderful videos available to illustrate key points. Also, during COVID-19 I recast the entire program to be virtual. This change is a real blessing, because I can now reach people all over the world without having to travel.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.




Leadership Barometer 66 Builds an Inclusive Culture

September 29, 2020

There are hundreds of assessments for leaders. The content and quality of these assessments vary greatly. You can spend a lot of time and money taking surveys to tell you the quality of your leadership.

There are a few leading indicators that can be used to give a pretty good picture of the overall quality of your leadership. These are not good for diagnosing problems or specifying corrective action, but they can tell you where you stand quickly. Here is one of my favorite measures.

Builds an Inclusive Culture

Organizations where people at all levels feel a part of the action and are appreciated for the diversity of talents they bring to the organization are run by enlightened leaders. You can observe the leader going out of her way to include as many people as possible in discussions about issues and decisions in the organization.

When I discuss diversity and inclusion, please understand that it includes racial and gender differences, and it also goes way beyond those dimensions. It includes age, ethnicity, background, religion, sexual orientation, different abilities, and a host of other variables.

True diversity is inclusive to all people because the benefits of diversity are obtained when all people in the organization give their best every day.

Less talented leaders surround themselves with a small clique of insiders who guide the fate of the rest of the organization. I visualize a shell around the anointed people on the inner circle. It is hard to communicate through the shell, and people who try to penetrate it are often repelled and scorned.

If you have a leader who operates from a small command and control type style, you can see the bunker mentality in most activities. This exclusivity leads to lower empowerment throughout the organization.

Having an inner circle of leaders may feel like an efficient way to make decisions, but it leaves so much useful muscle and energy off the table.

The bunker mentality means that if you are not on the inside then you are on the outside, by definition. You will comply with the rules, but you will not be engaged in making good things happen. The organization will suffer because of this impact.

To be a winning organization, all of the talents of everyone are required fully aligned behind the vision of the organization. Good leaders know this and instinctively get people involved as much as possible.

Oh sure, there are occasions when it is necessary to operate behind closed doors while decisions are being cast. That is no reason for the normal daily routine to mimic the College of Cardinals who have to send a smoke signal out to the masses when their deliberations are over.

Most activities can be visible, transparent, and inclusive of the general population. In return, people will give their best to accomplish the goals of the organization.

Bob Whipple is CEO of Leadergrow Inc., a company dedicated to growing leaders. He speaks and conducts seminars on building trust in organizations.


Talent Development 11 Instructional Design

September 26, 2020

Section 2.2 in the CPTD Certification program for ATD is Instructional Design. The first bullet reads, ”Skill in selecting and aligning delivery options and media for training and/or learning events to the desired learning or behavioral outcomes.”

In this article, I will describe the process I have developed that has worked well for me over the past 20 years.

Step 1 Meet with the team and the leaders

I set up a few meetings to understand what they want to accomplish by an intervention. In these meetings I am like a sponge just soaking up the various bits of input. Usually the issue of trust is one factor in why they want some training, so I often recommend a trust survey to add to the data base.

Step 2 Administer a Trust Survey

I have developed my own version, but there are also commercial trust surveys that can be employed. My version identifies the general trust level and measures it in the specific organizational layers. For example: it is common for the higher levels in an organization to believe trust is at a pretty high level. When you get to the lower levels, the data spreads out and many people feel trust is pretty low.

My survey also has 30 areas where there could be an issue causing lower trust. For example, accountability and/or transparency often surface as an issue within an organization.

I feed back the information to the team and watch their reactions to it. It is generally a positive reaction, like I am on the right track.

Step 3 Look at extant data

The organization will likely have internal surveys for quality of work life or turnover data. They might have investigations of employee complaints. I gather all of the information they are willing to share with me.

Step 4 Identify most urgent training needs

This is done with another quick survey in which I identify over 80 different potential training topics and ask each participant to identify, for each one, what is his or her opinion of the urgency for training on the following scale:

0= no need at this time
1= routine – may be a little helpful
2= Important now – this topic would be very helpful
3= Urgent – we really need this right now

The 80 different topics cover a wide range of potential topics, such as, Communication skills, Emotional Intelligence, Understanding Body Language, Leading Successful Change Programs, Customer Service, etc.

Step 5 Winnow down the field

I now go into an analysis phase where I take all the data I have gathered (usually in just a few days) and compare it to a set of modules that I have built that cover about 100 different training topics.

Based on the data, I run a “comb” through the 100 potential topic areas and out pops a subset (normally 10-20 topics). This is the core elements of a custom program for that organization.

I put the topics in a logical order, so there will be a logical flow and schedule a meeting with the leaders. This meeting is usually less than a week from the first moment I walked into the organization.

Step 6 Gain Commitment

At the meeting I summarize the data that has been collected and then show an outline of the development program that was custom designed to meet their needs.

At this point, I almost always get a positive reaction to the proposal, because the data came from them. I recall one CEO looking at the proposal and writing BINGO next to the 7 action items I listed.

By this point I have not charged the client anything for my effort. I can give a pretty accurate estimate of the number of sessions that will be required and also the fee I would charge. My batting average for approvals is close to 90%.

Step 7 Customize the training for their particular industry

This is where I design the program to fit the specific company and industry. A program for a manufacturing plant will be quite different from a hospital or a financial planning office. I also customize the role-playing exercises, body sculptures, photographs on my slides to be for that specific industry.

I will use the company logo and any pictures of the actual people I can get in the program.

Step 8 Spice it up

In every training event, I include several stories to illustrate my points in an entertaining way. I also use magic illusions that relate directly to the concepts I am training. The illusions keep people on their toes but also each one is related to the topic I am teaching at the moment. I have hundreds of illusions to draw from.

By breaking up the training with experiential things that involve the participants in physical activities, I can keep the groups fresh and having fun while they learn the vital skills.

I have found this eight-step process allows me to efficiently handle a variety of clients in totally different industries but remain effective with my instructional design.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.