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The Fordyce Letter

Straight Talk for the Recruiting Profession


Articles tagged 'dailyplanning'

For Managers

“The Phone Rang…” The Classics of Planning & Organization



Telephone Keypad

This time when the phone rang, I knew who was calling. Benjamin was punctual and anxious to get started. During our last session, Ben and I had covered two of the five points in the Monitoring Star. We had discussed, in detail, Yearly Goals and Quarterly Goals. Now it was time to discuss the final three points of the star: The Daily Planner; Modularization & Blitzing; and The 100 Point Sheet. Once we finished with all five major topics, Ben would possess the necessary structure and monitoring systems so that he would be well on his way to achieving his recruiting goals.

Uncategorized

Harry Joiner’s Ultimate Recruiting System



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What do a Franklin planner and a $35 wrist-watch have in common?

Harry Joiner, who has made a name for himself in the recruiting world as THE e-commerce recruiter, has some secrets about these low-tech, high-value items.

“It’s about measuring, measuring, measuring — have your dashboard wherever you go,” he says.

Check out this video to see how a planner and watch become “the guts” of the ultimate recruiting system.

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Certain Strategies for Uncertain Times



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Consider this: there have been 10 post-World War II recessions. Do we really expect that another is not on the horizon for our industry? If you fantasize that your market is “recession-resistant,” watch what happens when hundreds of other recruiters come flooding into it because theirs isn’t. As Winston Churchill said, “Nourish your hopes, but do not overlook realities.”

Is there a solution? Can an experienced recruiter equal or even exceed his previous production in a slowing market? Maybe, but not without re-thinking, re-organizing, and re-engineering previous methodologies.

Consider the following 12 areas:

TFL archives

The Importance Of A Daily Plan



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Organization and self-discipline are key traits for any profession – none more so than sales. While stellar salespeople generally possess several important key attributes such as the drive to succeed, the ability to relate well to others, strong verbal skills, and persuasiveness, a sometimes-overlooked trait is strong organizational skills.

Even the most hardworking salesperson has a finite number of hours in a day to get things done. Salespeople who use those hours most efficiently tend to be high performers. The key to maximizing efficiency is creating a daily plan every day.

Plan today for tomorrow

If you visit your neighborhood coffee shop between 9 and 10 any morning, you’re likely to see salespeople in nicely tailored suits hunched over their laptops. More than likely, they are checking their schedules and developing a plan for the day. But I strongly believe that it’s more efficient to draw up a daily plan on the previous afternoon so that you can start your day being productive right off the bat.

In my executive search firm, for instance, at 4:30 every afternoon, my recruiters and I take about a half-hour to map out our next-day strategies. We have an almost religious devotion to this practice. We compile a list of people we need to call based on our current priorities, and draw up a rough schedule of when to call them.

Because we have clients nationwide in different time zones, this schedule helps us contact people when we are most likely to reach them in person rather than by voice mail – call the east coast in the morning, and the west coast in the afternoon, for example. The schedule also helps us stick to our goal of reaching X number of people per day. If a conversation lasts longer than expected, we have the option of informing the person on the other end of the line that we have another appointment to keep – it says so on our schedules. (Of course, in special cases, particularly with our best clients, we may break this rule.)

Reduce distractions

Some salespeople may chafe at this high degree of organization, but chances are they are not setting the sales world on fire. There are so many potential distractions that crop up during a typical day that it’s crucial for salespeople to adhere to a daily plan as much as possible. Otherwise, it’s much too easy to get bogged down with non-productive e-mail messages, phone conversations, web research, and interactions with office mates.

According to a recent study conducted by AOL and Salary.com, the average employee admitted to spending 2.09 hours per day online. More than 44 percent of those polled said they browsed the Web, sent personal e-mail, engaged in non-work instant messaging, or played online games during work hours. These practices obviously hinder sales, and good salespeople do very little of this. Socializing with co-workers, the second-biggest time-waster, came in at 23 percent. Of course, some interaction among co-workers is expected, and it can help build team spirit and boost morale, however, high performing salespeople keep this to a minimum and spend as much time as possible interacting with clients and prospects.

Prioritize contacts

While clients expect us to be responsive to their inquiries – and rightly so – that doesn’t mean that we have to drop everything to answer a call or message immediately. I recommend waiting until a set time every day to answer non-critical e-mail and voice mail from clients. It’s important to respond within a few hours as much as possible, but if you fall into the trap of answering every client question or concern immediately, you’ll end up spinning your wheels too much and disrupting your daily plan. Clients may be impressed with instant response, but reasonable people don’t expect that level of service unless they have some sort of emergency.

If you’re not accustomed to a hyper-organized scheduling regimen, I recommend getting started immediately. Use either a paper day planner tool or some kind of software scheduling system. Even Microsoft Outlook works very well. It can take 30-45 days to become accustomed to a new scheduling system, but it’s well worth the effort.

What do you think? Let us know.

TFL archives

It’s Not My Fault



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Reader Steve Portman wrote, “I keep reading in The Fordyce Letter and hearing from my colleagues that business is rebounding. Our assignment flow is increasing every day but our revenues have remained basically the same. Deals get off the ground but seem to go nowhere. When I look into why the deals soured, I constantly hear “It’s not my fault.” I’m close to cleaning house. Any comments or suggestions?”

No matter what happens lately, you can be assured that someone will come up with an excuse to absolve themselves from blame.

Accountability and responsibility are becoming rare commodities. If you don’t believe it, just look at the news. It’s not much different for our business.

Typical excuses heard by managers from their consultants are:

“It’s not my fault – the economy’s not all it’s cracked up to be.”

“It’s not my fault – candidate’s just aren’t accepting offers”

“It’s not my fault – employers are getting pickier.”

“It’s not my fault – candidates are getting choosier.”

“It’s not my fault – the training materials are wrong (or old . . . or non-existent).”

“It’s not my fault – my office has no window.”

“It’s not my fault – my cubicle is too noisy.”

“It’s not my fault – the competition is unfair.”

“It’s not my fault – my boss won’t get off my back.”

Over the years, we’ve conducted time studies of consultant activities and consistently find that, on average, consultants spend only two productive hours per day.

Someone once said, “Show me a mediocre performer and I’ll show you a person with the backbone of an eclair.”

So many things can contaminate the process of goal achievement. Distraction is a major plague in our business. The winners have laser-like focus on those activities that produce revenue and disdain for those activities which don’t.

Conversations with owners of successful firms consistently confirm that the big billers tend to be “loners” during productive hours. They aren’t dullards or drones but when they work, they work . . . when they play, they play hard . . . and with the same focus they show for their working hours.

Ours is a distracting business for the unplanned. One star performer called her activities organized bedlam which could easily degenerate into incoherent lunacy, if permitted.

No one advocates a “monk-like” existence at the office but there are some telltale signs to tip you off to those time-wasters that can negatively impact on consultant production.? Things to look for (in your consultants or yourself):

Long, time-consuming interviews with non-recruited applicants (candidates are different).

We don’t recommend rudeness, but many consultants love to conduct in-depth interviews with people they have no chance of placing just because they can delude themselves into thinking that they’re busy and it keeps them from those less attractive tasks that produce revenue. A good recruiter can normally assess the usefulness of an interview within the first five minutes. Ask yourself if further time could be better spent in contacting potential clients or recruiting against existing priority openings.

Any interviews with unscheduled applicants.

Once your firm’s name hits the Yellow Pages or any other list of recruiting firms you’ll have people walking through your door, emailing you or calling you on the phone, expecting to be serviced. Unless you are a traditional employment (placement) agency, the majority of these walk-ins will waste valuable time.

You can’t walk into your doctor – lawyer – accountant’s office without a pre-set appointment and people shouldn’t expect you to stop what you’re doing either. Have your receptionist/secretary/administrative assistant take their resume or give them an application to complete and return. You may want to interview them at some point in time, but you set the time . . . not them.

You may also request that the phone company not show your street address with your listing which forces people to call first for appointments.

Any phone call lasting more than five minutes.

Unless they’re getting an assignment, recruiting a candidate or closing a deal with an employer or candidate, there is rarely an excuse for longwindedness.

Inordinate lingering in the files or on the computer . . . either candidate or job order files.

With rare exceptions, this is an activity to be conducted during non-productive hours. If your files are computerized, the linger time may be shortened but don’t loiter if your time could be better utilized in more productive pursuits. CheckNet has determined that nearly 25% of online time is non-work related.

Talking with other consultants.

Non-work-related chit-chat may have its place in life, but not during productive hours. Most intra-office conversation is not work related.

Talking with you, the owner or manager.

See above. If you must speak with a consultant, do it early, late or during the lunch hour. Although there may be exceptions, they are rare.

Writing (or re-writing) resumes or letters.

This is spare-time duty unless you have an administrative person to do it. If you have a standard format for resume reconstruction, give the template to the candidate and let them re-write it.

Copying anything.

Ah, the wonders of xerography. Why make one copy when two are so easy. Copying anything is not consultant work.

Daydreaming.

It’s not hard to tell when someone is mentally somewhere else. A nudge or a question can quickly get them back to reality.

We’ve all known consultants who arrive early, stay late, work weekends and still wallow in mediocrity because just “putting in time” on the job doesn’t cut it. We’re paid only so long as we produce. Whether contingency or retained, clients utilize us to solve problems by filling jobs. Any peripheral activity which diminishes that ability should be abolished.

It’s management’s fault when consultants spin their wheels. We’re not talking sweatshop, but people in our business are paid when they make placements. Even on the retained side, if jobs aren’t filled, clients evaporate. This is a stressful, pressure-filled business and as one hard-nosed manager told us, “Without constant pressure, a diamond is nothing more than a lump of coal.” Set your sights high and don’t vacillate. They can find an infinite number of things, people or conditions to “blame” – but your job, as the manager, is to find the parade and point out the front of it to them.

TFL archives

It’s All About Taking Responsibility



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Being successful in this business as well as being successful in life is all about taking responsibility; personal responsibility for our actions and the results created by those actions.

Now, I don’t expect that statement to come as a revelation to anyone reading this article. Nevertheless, based on the excuses we hear and perhaps the excuses we make every day, being reminded that we need to step up and take responsibility for our actions and outcomes is always in order.

Remember: Our success is inversely proportional to the number of socially acceptable excuses we use to justify our own behavior.

Keeping this in mind, ask yourself, which of the following best describes me?

Internalist: An individual who is performance oriented, accepts responsibility for their actions, successes, and failures.

Externalist: An individual who refuses to accept responsibility for their position in life and hides behind excuses. Because they constantly blame some external source, condition, or other people for their personal failures, they escape responsibility for them. They continuously position themselves as victims (“There are no victims, only volunteers” – Dr. Phil).

Truth be known, we all may be a combination of both internalist and externalist. However, the first key to taking responsibility is to understand which of these descriptions most closely matches our predominant style of operating. To help us in this analysis, consider what researchers have determined are the top five excuses people use to justify their behavior.

1. It wasn’t my responsibility.

2. It’s someone else’s fault.

3. I didn’t have enough time.

4. I didn’t know.

5. Nobody told me.

Sound familiar? Of course they do. We all have used them at one time or another. The important thing to understand is when and why we use them or any of the limitless number of other excuses that are always available.

Bottom line, in over thirty years in this business, I have never met a truly successful individual (practitioner, client or candidate) who wasn’t more an “internalist” than and “externalist.” They continually took responsibility for their actions and outcomes.

However, what most surprised me about these individuals was that taking responsibility resulted from a conscious decision on their part and that decision had everything to do with personal accountability and being achievement oriented (see TFL – 11/99 – “How Bad Do You Want To Be Good?”).

Achieving success is all about taking responsibility. Therefore, when we look in the mirror at the end of the day, we should ask ourselves, “Do I take responsibility for the sum total of my day?” If we can consistently answer that question with a “yes,’ we’re taking one of the first and most important steps toward achieving success in our career as well as our life.

As always, if you have comments or questions, just let me know.

TFL archives

The Simple Brilliance Of Mike CrossWell



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Mike Crosswell, during the late 1990s, was the owner of Blue Arrow; the UK’s largest privately owned staffing organization. I met Mike at that time because he was on the Board of Advisors of the same company who had relocated me from San Diego to Atlanta to become their VP of Corporate Development (Trainer).

We had offices around the US, but also in the UK, Malta and Cyprus. It was my duty to travel to those offices and train the recruiters and managers.

One night when I was in London, Mike and I had dinner at the Hilton Langham Hotel, near Oxford Circus. We started talking about this and that and eventually, since this was December, our conversation turned to Goal Setting & Planning for the New Year.

I asked Mike how he did this at Blue Arrow. Mike told me that he had too often seen recruitment organizations let their coming year’s goals be set for them by their individual recruiters instead of by upper management. In other words, the goal commitments were coming from the “bottom up” instead of from the “top down.”

By definition, this is an example of “Undercut Management.” Mike explained that at Blue Arrow they decide at Corporate what they want their total revenue to be for the coming year. Then they sit down and look at all of their offices and the revenue flow histories of each.

Based on this information, a portion of the total revenue goal is assigned to each office. He compared it to cutting up a big apple pie.

When this is done, the individual office managers are assigned their target goals for the coming fiscal year.? Each manager is then asked, “Can you attain that number?”? If they answer “yes,” then the goal is set in concrete. If they answer “no,” or say that they are not sure, this follow-up question is asked, “What can we at Corporate do to ensure that you will hit this number?”? It’s as simple as that.

After all of this is settled, the managers return to their offices and divide up their number and assign portions to each of their recruiters in much the same way as the managers were assigned their office number by Corporate.

At this point, the manager asks their recruiters the same two questions that they had been asked. In this way, they get an office-level commitment to their expected revenue goal for the year. At the end of this process, the manager not only knows what support he can expect from Corporate to help his office reach their goal, but he will also know what his recruiters expect from him to help guarantee their individual numbers.

By using Mike Crosswell’s format, Blue Arrow constantly hit their goals and eliminated year-end surprises.

This was the simple brilliance of Mike Crosswell and one of the reasons why he was so successful while running Blue Arrow. He has since passed on, but his words are as clear to me today as they were on that foggy night years ago in London.

“The Simple Brilliance of” is one in a series of articles focusing on ideas and techniques from some of the great thinkers, movers, and shakers in the field of recruitment who Bob Marshall has had the privilege of meeting and discussing various topics over the past 25 years.

TFL archives

21 Ways a Researcher Will Help You Make More Placements in Less Time



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You have probably heard of the 80/20 rule, which says 80% of your results come from 20% of your efforts. With a well-trained researcher, you can focus on the 20% that produces results and virtually nothing else. A skilled researcher will allow performers to focus on “money activities” and closing deals and will free up a ton of valuable time.

Some researchers are admin oriented whereas others function more as “junior recruiters.” I’ve used researchers for several years and have had them perform a large variety of tasks in my office. Here are 21 things a researcher can do for your firm:

  1. Send out follow up email marketing information (articles, newsletters etc.) to clients and prospects.
  2. Generate marketing leads using the web and company databases to develop reports.
  3. Prepare a “hot list” of candidates for email marketing.
  4. Return low level messages for senior staff.
  5. Gather key data from client websites: contact names, systems used by that company, buzzwords. This can be tracked and then later searched.
  6. Name gathering, sourcing and pre-qualification of candidates.
  7. Handle interview travel arrangements.
  8. Client visits with the senior staff (adds credibility to bring your “Research manager”).
  9. Invoicing.
  10. Collections.
  11. Cover for staff when on vacation.
  12. Answer the telephone/screen calls.
  13. Post all jobs to relevant sites.
  14. Screen all incoming resumes.
  15. Schedule interviews.
  16. Conduct reference checks via a standardized, professional format.
  17. Web page administration and refinement.
  18. Web research for industry information: gives you just the best parts. Reading industry news feeds on mergers and acquisitions etc and feeds it to your team.
  19. Keep the database contacts fresh and standardizes data entry.
  20. Create PDFs for your articles or marketing materials.
  21. Water plants, sort mail, keep supplies stocked.
TFL archives

2005 Desk Assessment



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Is your desk really ready for 2005? Take this assessment and find out. On a scale of 1 10, with 10 being the highest score, rank yourself on the following:

1. Have you discussed your upcoming year with a coach, mentor, friend, colleague, or consultant? In other words, are you accountable?

2. Do you have a specific strategy for your year?

3. Have you clarified and written down what your ideal prospect client looks like? Size, location, number of employees, types of positions, level of decision-maker, fee range

4. Have you identified your unique selling proposition?

5. If you are a manager or owner, have you crystallized your firm’s values, vision, and mission?

6. Is your web presence up to date?

7. Do you have a specific strategy of marketing for new clients outside of trolling through cold calling?

8. Have you created a budget for the year?

9. Do you have annual targets set?

10. Have you set your personal development goals?

80 100: You’re off to a good start.

60 80: You have the right idea and are cognizant on where to make improvements.

Below 60: You are either new to the business or have to make some drastic changes.

Let’s look at each of these points and break them down one by one.

1. Accountability. Nothing happens with recruiters unless someone else is watching. This is the biggest issue I see among veteran recruiters in my workshops, coaching, and consulting. It’s the fact that a solo practitioner is a solo operator and if they don’t have someone to keep them focused, it’s easy to get off track. If you don’t have the benefit of working in an office with other recruiters, consider joining your state association or a network. Get active and get feedback from the perspective of others. How do you know where your deficits really are unless you get input from someone else? Discuss your projections with a colleague about what you intend to accomplish for 2005 and you’ll increase the odds of hitting your targets by at least fifty percent.

2. Strategy. This business is more than just cold calling. I can’t believe there are still recruiters in our business that believe all you need to do is make so many calls per day. Success in our business takes a deliberate and focused effort in the right direction. Why take chances with something so precious as your time? You need a strategy, otherwise known as a direction, to keep the odds high of you actually going somewhere.

3. Identifying ideal prospects. What does your ideal client look like? If you’ve never done this before, take a few minutes and write down what the ideal client looks like that you would love to have call you later today to give you a search. Where would that company be located? What would the position be? Who would you be dealing with in the company? What would your fee be? Where would the position be located?

4. Your unique selling proposition tells the world what is unique about you and how that benefits others. If you’ve never thought about this before, you are not hitting your full potential. Identify the uniqueness of who you are and the firm you are with and start exploiting it to your advantage.

5. Values, Vision, Mission. If you are an owner or a manager and haven’t clarified the values, vision, and mission with your team, then you are missing out on helping your team understand why they come to work everyday. It’s more than the income. Start reading leadership books. Start with anything by Covey, Maxwell, or Blanchard. The main building blocks of an organization lie in identifying, clarifying, and articulating the beliefs and premises (values), the purpose (mission) and the direction (vision) of the organization.

6. “Dude, where’s my site?” It’s unbelievable but there are actually recruiters without websites. Without any sort of web presence, you lose credibility. There’s no excuse for not having one other than arrogance, ignorance, or bad business sense. Go to www.godaddy.com and get a website for eight bucks a year. You can even use one of their templates to make an above-average looking site in just a few hours for less than fifty bucks.

7. Getting the business. Do you still cold call for clients using the ‘Hey, you don’t know me and there’s no other reason for me to call you other than to try to sell you on my services’ approach? Why on earth are you spending your time on the least effective way to generate business? Yes, it works, but so rarely. Consider the probabilities of you actually reaching a decision-maker who, at that particular point in time, has an opening for your unique specialty which justifies him giving authorization for a huge fee to a complete stranger. If you’re going to call someone, call them with something that will actually benefit them like a great candidate. At least that way they’ll actually listen to you instead of politely tolerating your droning on and on about how great a recruiter you are. Realize that there are other ways to get business. It’s what the rest of corporate America does and it’s called marketing. Start reading books on it and get an education. Read anything by Jay Abraham. It’s what your best competitors do to keep their funnels full. If you’re not doing it, then you’re losing business.

8. Budgets. They aren’t for losers. They are for smart business people who recognize the limitations of their resources and want to prioritize them.

9. Annual targets. You need them. Without them you are directionless. Consider downloading the annual billing goal tool from the free download section of my site: www.recruitingmastery.com/products.html. It’s at the top of the page.

10. Personal development. The cool thing about this business is that the more you grow as a person, the more your income grows. If you want a link to an article that gives you a complete system of personal development goals, email me at scott@recruitingmastery.com.

This business is about probabilities. You have got to start doing those things which have a high likelihood of a positive outcome. Start thinking this way and do those things which increase your odds. You deserve it. You deserve 2005 to be your best year ever.

TFL archives

Get Your Year In Gear – Your 2005 Action Plan



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Now that the holidays are over, it’s time to think about how you’re going to make 2005 your strongest year yet in terms of production and professional fulfillment. The Action Plan below is a part of a process that I use with recruiting firm owners in my coaching programs to assist them in gaining clarity and sense of excitement regarding their goals. Here are a few things to be aware of:

  • Your 12 month plan is a snapshot of the future- your vision of what your business will achieve in the next year.

  • The purpose of this exercise is to “begin with the end in mind” and create a target that will provide a sense of direction and purpose to your daily efforts. It is a basis for decision making, planning and business development activities
  • Your business is a vehicle for getting more out of life. It should serve you, rather than the other way around. This is your chance to pre-meditate the future.
  • Be sure to base your one year goals on your long term company vision
  • The “why” or benefit of the goal is where the true motivation lies to stretch yourself beyond your comfort zone. The “why” usually has to do with benefits or feelings; freedom, affluence, confidence, contribution, travel etc. This is the “juice” that makes the effort of reaching the goal worthwhile so make it compelling.

12 Month Action Plan:

Name: Today’s Date: Completion Date:

12 MONTH GOALS:

Goal I: Our revenue will exceed…

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal II:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal III:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal IV:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal V:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

STRONG START 90 DAY GOALS:

Goal I: Our revenue will exceed…

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal II:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal III:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal IV:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.

Goal V:

Why it’s important:

Action steps needed in order to hit this goal:

A.

B.

C.