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Converse to Gain Real-Time Intelligence Ellen Naylor [email protected] +1-303-838-4545 (USA) www.thebisource.com http://cooperativeintelligenceblog.com SLA 2012 Winter Virtual Conference Dec. 7, 2012

Converse gain real time intelligence

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There is no intelligence like that from another person. Look at this presentation to maximize what you can learn by interviewing other people. Put your ego aside and get into their space as readily as you can. Be a good listener and put your agenda aside. Competitive intelligence, sales people, marketing and product managers will appreciate this content.

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Page 1: Converse gain real time intelligence

Converse to Gain Real-Time Intelligence

Ellen Naylor

[email protected]

+1-303-838-4545 (USA)

www.thebisource.com

http://cooperativeintelligenceblog.com

SLA 2012 Winter Virtual Conference

Dec. 7, 2012

Page 2: Converse gain real time intelligence

Interviewing

“The next best thing to knowing all about

your own business is to know all about the

other fellow’s business.”

John D. Rockefeller

Dec 2012 ©The Business Intelligence Source Inc

Page 3: Converse gain real time intelligence

Cooperative Attitude

Dec 2012 ©The Business Intelligence Source Inc

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“I've learned that people will

forget what you said,

people will forget what you did,

but people will never forget

how you made them feel.”

Dr. Maya Angelou

Dec 2012 ©The Business Intelligence Source Inc

Page 5: Converse gain real time intelligence

Who … are you?

Dec 2012 ©The Business Intelligence Source Inc

Page 6: Converse gain real time intelligence

Who is s/he?

• Cold Call?

• Attitude about information sharing?

• What have they shared before?

• Where comfortable sharing?

• Why share more?

• What will you share?

Dec 2012 ©The Business Intelligence Source Inc

Page 7: Converse gain real time intelligence

Practical Motivators

• Profession

• Politics

• Personal Issues

• Personal

• Predisposition

• Emotional Intelligence

Dec 2012 ©The Business Intelligence Source Inc

Page 8: Converse gain real time intelligence

Dominant

Dec 2012 ©The Business Intelligence Source Inc

Page 9: Converse gain real time intelligence

Influencer

Dec 2012 ©The Business Intelligence Source Inc

Page 10: Converse gain real time intelligence

Steady/Amicable

Dec 2012 ©The Business Intelligence Source Inc

Page 11: Converse gain real time intelligence

Conscientious

Dec 2012 ©The Business Intelligence Source Inc

Page 12: Converse gain real time intelligence

Interviewing

Do the research first!

Warm up the Call

Be organized!

Dec 2012 ©The Business Intelligence Source Inc

Page 13: Converse gain real time intelligence

Prepare YOU

Dec 2012 ©The Business Intelligence Source Inc

Page 14: Converse gain real time intelligence

Planning

• Formulate Relevant Questions

• What’s Your Relationship with the Person?

• Re-word Questions to Motivate Sharing

Dec 2012 ©The Business Intelligence Source Inc

Page 15: Converse gain real time intelligence

Re-word Questions to Motivate

Minimize Ego Threat

• Start with broad/open ended questions

• Hypothetical questions

• Indirect questions/statements

• Narrow questions

Dec 2012 ©The Business Intelligence Source Inc

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Listen for the Hints or Cues

• Be patient, alert

• Judge target’s emotional state

Dec 2012 ©The Business Intelligence Source Inc

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Lay Aside Pre-Conceived Notions

• Failure to Listen

– Biased expectations

– Desire for self-expression

Dec 2012 ©The Business Intelligence Source Inc

Page 18: Converse gain real time intelligence

Elicitation: Definition

Conversation that compels people to

voluntarily tell you things without you

asking

Dec 2012 ©The Business Intelligence Source Inc

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Remember Questions Better

• Who is s/he?

• Why are they asking?

• How will s/he use what I say?

• How much should I share?

• Or should I share at all?

Dec 2012 ©The Business Intelligence Source Inc

Page 20: Converse gain real time intelligence

Elicitor Skills

• Natural gift for making friends

• Good listener

• Establish rapport well

• Practical psychological insight

• Broad general knowledge

• Good memory

• Two level listener

Dec 2012 ©The Business Intelligence Source Inc

Page 21: Converse gain real time intelligence

Elicitation: “Planned Conversation”

• Your personality

• Your target’s personality

• Desired outcomes?

• What steps to take?

• Builds on what you know

• The right conversational points: timely

• Conversation is interesting to target

• Builds on human tendencies

Dec 2012 ©The Business Intelligence Source Inc

Page 22: Converse gain real time intelligence

Human Characteristics in Elicitation

• Desire to be recognized, appreciated

• Curiosity, Gossip, Complain

• Show off/share confidences w/other professionals

• Occupational hazards: advising, teaching, correcting challenging

• Self-effacement – downplay accomplishments

• Habit to correct others

• Prove someone else wrong

• Over-talking when overly emotional

Dec 2012 ©The Business Intelligence Source Inc

Page 23: Converse gain real time intelligence

The Conversational Hourglass

Customer Knowledge

Personal, profession

What’s worked before

Expertise, knowledge

Intended

Outcome

Your favorite

Techniques

Elements Style Pre-selected Questions

about general topics

Innocuous and

non-threatening

Stacking of Elicitation Techniques Test generalizations and

presumptions about human

factors in elicitation

Attention on details of

information being provided

Pre-selected questions

on other general topics

Note signals from Target

e.g. discomfort or comfort

Pleasant and

Non-confrontational

Macro Topics

Macro Topics

Micro

Topic

Paraphrased from Confidential by John Nolan, p. 28

Dec 2012 ©The Business Intelligence Source Inc

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Expression of Mutual Interest

• Often lowers defenses, and opens up

conversation

Dec 2012 ©The Business Intelligence Source Inc

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Provocative Statement

• Used to engender a question in response,

and usually sets up another elicitation

technique

Dec 2012 ©The Business Intelligence Source Inc

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Simple Flattery

Often coaxes a person into conversation

Dec 2012 ©The Business Intelligence Source Inc

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Naïve Mentality

• Causes knowledgeable people to instruct

Dec 2012 ©The Business Intelligence Source Inc

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Opposing Stand

• Purposely take the opposite stand

Dec 2012 ©The Business Intelligence Source Inc

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Unbelieving Attitude

Denial of the obvious leads to enlightenment!

Dec 2012 ©The Business Intelligence Source Inc

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Quid pro Quo

• I’ll share if you’ll share

• Gesture of good faith and openness

Dec 2012 ©The Business Intelligence Source Inc

Page 31: Converse gain real time intelligence

Purposefully Erroneous Statement

• Deliberate false statements cause the

knowledgeable person to correct you

Dec 2012 ©The Business Intelligence Source Inc

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Oblique References

• Comments made indirectly, in either a

positive or negative light, which generate

either defense or criticism

Dec 2012 ©The Business Intelligence Source Inc

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Exploit the Instinct to Complain

• Indirectly criticize an individual or an

institution or industry expert

Dec 2012 ©The Business Intelligence Source Inc

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Bracketing Techniques

• Start broader, and get narrower

Dec 2012 ©The Business Intelligence Source Inc

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Silence

Dec 2012 ©The Business Intelligence Source Inc

Page 36: Converse gain real time intelligence

Ellen Naylor

[email protected]

+1-303-838-4545 (USA)

www.thecisource.com

http://cooperativeintelligenceblog.com