Use the Iron Triangle to Frame Your Pitch to Upper Management

Framing information and using the Iron Triangle - time, cost and scope - can be instrumental in gaining support from senior executives for your projects.Framing information and using the Iron Triangle – time, cost and scope – can be instrumental in gaining support from senior executives for your projects.

In their 2002 book, “Selling Project Management to Senior Executives: Framing The Moves That Matter,” authors Janice Thomas, Ph.D., Connie Delisle, Ph.D., and Kam Jugdev, Ph.D., highlight the challenges that project managers face when trying to sell a plan to senior management. The primary issue lies in communicating the benefits of the assignment and approaching the situation with the right frame.

“Framing” is the perspective we bring to decision-making based on past experiences. In her renowned book on the subject, “The Power of Framing: Creating the Language of Leadership,” Gail Fairhurst, Ph.D., says that when we are communicating through frames, we are shaping the reality of a situation.

But framing can have a negative effect when it’s not used with careful thought, so it’s important to choose the proper frame when promoting a project to upper management. By presenting the vital information in a concrete and practical way, project managers can use the Iron Triangle of time, cost and scope to prove to executives how the company will improve its bottom line.

Breaking Through Their Barriers


From CEOs to CFOs, top-level executives are concerned with maintaining profitability. Therefore, they are often wary of using valuable resources like time and workflow in projects that have a potential for failure. When it comes to pitching assignments to them, executives need to understand the positive outcomes that project management will provide the business.

In their book, Thomas, Delisle and Jugdev explain that project management is becoming increasingly important to organizations that are looking to grow within their sectors. Project managers have to present the main components of the project in the right context while managing the realistic expectations of their executives.

The steps of persuasion


When framing a project management pitch for senior leadership, persuasion is an effective tool. In “The Necessary Art of Persuasion,” author Jay Conger, D.B.A., senior research scientist at the University of Southern California’s Center for Effective Organizations, underscored the efficacy of persuasion and discussed four distinct steps that project managers should use for framing discussions with upper management:

  1. Establish credibility
  2. Identify common ground and use it to frame goals
  3. Reinforce position with language and evidence
  4. Connect emotionally.
Successful project leaders position the assignment as a solution to corporate problems. They use executive-level language and concepts that resonate with upper management and present their information using the Iron Triangle focusing on time, cost and scope of the project. Senior executives want business results that can be achieved at lower expense to the company, and by presenting evidence in the right light, managers can ensure that their leaders support their efforts.

Workplace Conflict: The Good, the Bad & the Useful, Part 2

Workplace ConflictPreviously, we wrote about how resolving conflict often has the side benefit of building a cooperative bond — even loyalty — between the factions. As each side gains a deeper understanding of the others’ viewpoints, respect builds and morale improves. Cooperative, low stress interactions, create a fertile environment for productive brainstorming, ultimately boosting the health of your organization.

Being respectful to others, being open to hearing their perspective, and taking the time to understand their objective are very important, but you’ll need more knowledge in your toolkit to dispel conflict when the conflict gets tough. So, let’s dig deeper today.

How can you demonstrate that you are being respectful and open and trying to understand the other’s perspective?

Here are the top 5 proven techniques you can add to your toolkit:

  1. Ask questions about the other person’s recommendations or point of view in a sincere, non-judgmental manner. Drill down to make sure you totally understand all of their objectives, concerns, and potential obstacles that you may both face.
  2. Replay or paraphrase their points back to show your understanding, and ask for confirmation that you “got it.”
  3. Make sure your body language is open and consistent with your words. If they’re not, people instinctively believe your non-verbal message over the spoken word.
  4. Even if you don’t agree, be sure to acknowledge that you hear and understand the other person’s points.
  5. It wouldn’t hurt (and yes, it could really help) to verbalize some of your “opponents” points that you think are good, smart and, or useful. A sincere compliment, or statement of approval and recognition will go a long way towards resolving conflict.

Thomas-Kilmann Conflict Mode InstrumentIn Part 3 of this series, we’ll examine the five conflict styles that help people understand their own responses as well as diffuse conflict with others. Specifically, we’ll look at the five conflict styles that Kenneth W. Thomas and Ralph H. Kilmann identified and can be assessed in the Thomas-Kilmann Conflict Mode Instrument (TKI), a globally accepted, widely used diagnostic assessment for resolving conflict.

Understanding the subtleties of conflict and personality styles goes a long way towards elevating an organization’s harmony and effectiveness. At Merit, we frequently facilitate multiple Conflict Management training sessions for our clients where we adjust the level of detail to group (i.e., customer service reps, new managers, and the senior team.) For more information, please contact Jim Wynne at jwynne@meritcd.com or call 610-225-0449.

Workplace Conflict: the Good, the Bad & the Useful

For a good portion of my career, I thrived on being a marketer. From my early days as a market researcher, an account manager, and eventually an agency executive, I loved the strategy and process of creating great concepts with compelling messaging that influenced buyers’ behavior. Managing a creative team, a client team, or corporate team, is sometimes burdened with conflict. Handling conflict was not my favorite part of the job, ever!

Conflict ManagementI aspired to broaden my career and went back to school for a Masters in Leadership Development about 12 years ago. Through a confluence of introductions, opportunities and also being an adjunct instructor at Drexel University, I joined one of my cohort’s businesses, Merit Career Development. Initially, I began helping them with a new branding initiative, but in an “Ah Ha” moment we realized that I’d likely be a strong trainer for Merit, too. We were right. I have been running corporate trainings for Merit now for five years and I love it! But here’s the surprise: one of my favorite courses to facilitate, is Conflict Management (followed closely by Critical Thinking & Decision-Making.)

Why do I now enjoy talking about managing conflict? Because it makes sense to me now! And I also realize how much value it provides in driving better ideas and solutions. If we didn’t have conflict, and we all agreed on everything, we would live in a pretty boring, uni-dimensional world. How could we effectively cultivate new ideas or innovation without conflict?! It would be much tougher! The process of resolving conflict is very important, as well. It helps build and strengthen relationships, trust, and influences the development of new solutions to the challenges we face every day.

How Do We Make Conflict Good and Useful?

Ultimately, it comes down to three important things:

  1. Being respectful towards the person or people who have a different opinion.
  2. Opening yourself to hearing another perspective (opinion, solution, recommendation, etc.)
  3. Taking the time to truly understand the other opinion

Learning to listen and take the perspective of the person you are in conflict with, or reframing your perspective, as we discuss in the Critical Thinking course, is extremely helpful. It can be enlightening. Put yourself in the other person’s shoes and give their idea a chance to be a winner to best understand the opportunities that may exist.

The results of working through conflict can be similar to a great brainstorming session; not all ideas are good or practical, but they often result in a better idea emerging through conversation and compromise. When this happens, the best part is that there is not one winner and one loser; everyone is a winner and feels ownership in the solution.

Good luck with conflict. Embrace it and become a better person by managing it with respect. You just may like the outcome!

Look for Part 2 of this series next month where we’ll share proven tips for recognizing different conflict styles and how to most effectively respond to them.

To learn more about the author, Gail Cooperman, or the workshops she teaches, click here. If you would like to bring any of our trainings to your location, please contact Jim Wynne at jwynne@meritcd.com or call 610-225-0449.

Crossfit Training: Your Body and Your Mind

The start of a new year brings with it many changes, professionally as well as personally. Many of us choose to start the New Year by making goals and resolutions, whether resolving to stick to a budget, or picking up a new hobby. Mine? I’m in the majority of the population: lose weight. To help me achieve my resolution I’ve started an exercise program called CrossFit training.

What is CrossFit training? The CrossFit training program, as explained by its founder Greg Glassman, is a system of performing functional movements that are constantly varied at high intensity. CrossFit is a strength and conditioning program that optimizes physical competence in each of ten recognized fitness domains: Cardiovascular and Respiratory Endurance, Stamina, Strength, Flexibility, Power, Speed, Coordination, Agility, Balance, and Accuracy.

Glowing ManThe CrossFit program was developed to enhance an individual’s competency at all physical tasks. Athletes are trained to perform at multiple, diverse, and randomized physical challenges. This type of fitness is demanded of military and police personnel, firefighters, and many sports requiring overall physical prowess.

CrossFit training benefits the body by training your individual muscles over time to work together to provide an overall greater level of personal fitness than can be achieved by only conditioning one set of muscles at a time. This got me thinking: are there other areas in my life where I can use this approach? How can I “crossfit” my skills to become better at my job? How can I crossfit new learning opportunities to become a more valuable employee?

How can CrossFit training the body carry over to crossfit training your mind? If we consider our skills, hobbies, and responsibilities in our careers as muscles, we can make the analogy that those skills are muscles needing exercise. Some muscles are used more than others; some are barely used at all. All too often in our jobs, there is a set way of doing things that is like performing a repetitive workout. However, the brain is a muscle that like all muscles must be exercised to be kept in peak condition.

Modern cognitive psychology has demonstrated that the brain is not a static entity. Rather, the brain is continually and constantly developing and pruning pathways across skillsets, linking new knowledge to existing knowledge, or destroying old pathways which aren’t utilized to make room for new synaptic links. You can take advantage of this process by crossfit training your brain with a new skill or area of knowledge, which is seemingly unrelated to your existing career or job responsibilities.

People Teaching Each OtherHow can crossfit training your mind benefit you in your workplace? Cross-functional training has many benefits for organizations as well as employees. At an organizational level, cross training skillsets help safeguard the organization against widening skills gaps. Organizations that cross-train employees across a range of functions put themselves in a good position to prevent sudden shortfalls and manage surges in specific areas when there is a spike in demand. On an individual level, cross training enables employees to explore and assess alternative interests and abilities. It also enables managers to identify and nurture employees who show exceptional talent in a particular function. Cross-training yourself to learn new skills, can increase your employability and enable you to stay relevant.

A few examples …learning the components of Strategic Leadership as a Project Manager (PM) can help reduce the probability of failure by sharpening leadership skills that enable the PM to better understand, motivate and build consensus with other members of a project team. Or, learning to identify the role emotions and subconscious biases play in the decision making process can enable an individual to make more effective decisions. Learning Risk Management skills can enable a Human Resources manager to better anticipate potential problems and know how to create effective solutions before a problem arises.

In 2016, give consideration to learning things outside the scope of your role or responsibilities. Even if learning new skills may not seem directly related to your current work position, you will be increasing your value. Soon, you’ll wonder how you ever got along without these new skills.

If you are seeking to reduce your organization’s gaps in skills, improve cooperation and productivity through better communications and decision-making knowledge, or provide some morale-improving, team-building workshops, let’s talk. With a wide variety of courses, delivery techniques and a highly skilled training team, we will help you achieve your training goals for 2016 and beyond.

Contact Jim Wynne at 610-225-0449 or at jwynne@meritcd.com.

Do You Know WHY?

Most people know what they do. Some understand how they do it. Few people take the time to understand why they do what they do. (And no, the answer is not to make money!) As an organization committed to inspiring others to enrich their career, the team at Merit Career Development conducted a “Why” exercise at our annual planning session.

In order to better understand “why” we, the Merit team, we began by reviewing the TedTalk of Simon Sinek, on “Start With Why.” We then tasked each member of our team to consider three important questions:
Starting with Why

  1. Why do we do what we do?
  2. How do we do what we do?
  3. What do we do


The results were simultaneously surprising and unsurprising because we were all quite precise and remarkably similar in our expressed thoughts. We agreed...

WhyWhy do we work at Merit:
  • Education changes the world
  • Education empowers people to take control of their lives
  • We are improving people's lives through education
  • We can and do make a difference in people's lives through education

How we do our work

…by designing and delivering engaging and interactive courses that center around techniques that increase retention. Using proven research grounded in adult education theory, our courses are designed for people to experience the learning in a hands-on, practical, and engaging medium so they can immediately put the knowledge they learn into practice.

What we do:

With a very talented, highly educated team, we design and deliver relevant professional education and training using engaging and memorable techniques.

Merit Career Development hopes to have the opportunity to work with your organization in 2016. We believe that we can make a difference in your life and in your organization.

Enjoy the Simon Sinek TedTalk by clicking here: http://www.ted.com/talks/simon_sinek_how_great_leaders_inspire_action

Learn How To Close the Framing Gap...

...And Better Decision-Making Will Follow

FramingFrom emotions to the time of day, it is often the little things that impact our ability to make a swift and accurate decision. A range of factors can compound the challenges in making good choices, both directly and indirectly.

The framing effect is what happens when an individual applies a specific perception to a given scenario, which can have both positive and negative impacts on decision-making. For example, while an accountant will view an issue through his or her fiscally oriented frame, a lawyer would examine the same issue through a legal frame of reference.

While these frames can be effective when used in the appropriate scenario, the wrong frame in the wrong situation can negatively affect an individual’s perception and lead to poor decisions.

Studying the Brain's Frame

The ways that options are presented to us has an effect on the choices we make. Benedetto de Martino, M.D., a cognitive neuroscientist at University College London, sought to measure brain activity during the decision-making process and published his results in Science magazine. With 20 volunteers, Martino and his colleagues told participants – while positioned under the imaging equipment – that they had received a considerable amount of money, and assigned them one of two hypothetical scenarios: Keep a chunk of money or gamble, or lose a chunk of money or gamble.

The participants who were told that they could keep a portion of the funds or gamble were hesitant of the risk involved. On the other side, those who were informed that they would lose a bit of their money were less averse to risk. The individuals who were affected by framing had greater activity in the amygdala, a region of the brain associated with learning and emotions. Those immune to framing had increased activity in their orbital and medial prefrontal cortex, which, when impaired, can lead to behavior driven by impulse and feelings.

Martino’s study showed that emotions could play a significant role in decision-making when the information is incomplete or complex. When working on projects, employees need to examine issues outside of their context to eliminate the effects of framing.

Closing the Framing Gap

As demonstrated by Martino’s research, frames are a part of the brain’s structure and can be shaped by various influences, such as education, upbringing, socioeconomic status, friendships and family. Failure to recognize active and subconscious framing can negatively impact important decisions and ultimately, a company’s future.

Consider this classic example: About 250 years ago, Encyclopedia Britannica founded and became one of the top resources for information on practically any subject possible. However, as the rest of the world began transitioning to the Internet and digital media, the organization staunchly insisted on selling print versions of its materials. Encyclopedia Britannica’s frame was of print publications – it refused to broaden or look outside that frame, and it hurt the company. Once CDs and the Web became the go-to sources for educational tools, Encyclopedia Britannica disappeared from bookshelves and went into bankruptcy before finally re-emerging as an online resource. They published their first online encyclopedia in 1994 and in 2012 completely stopped producing print versions.

Playing Devil's Advocate

Subsequently, managers learned from Britannica’s mistakes. To improve the decision-making process in project management, they learned to analyze the frames of stakeholders and see how they apply to given scenarios.

Managers need to create a decision frame that benefits both the company and the overall objectives of the project. They could have stakeholders with disparate frames play devil’s advocate in order to identify their own frames and discover and analyze others. From there, project managers can choose the best frame and proceed with decision-making.

For more information on framing, biases and other factors that can impact the quality of decision-making, please contact Jim Wynne at jwynne@meritcd.com or by phone at 610-225-0449. Take a look at Merit’s course catalogue for related courses and other leadership and project management workshops, all accredited for PDUs, CEUs and CPEs.

Close the Deal with the Right Frame

Framing in SalesAlthough the wrong frame in the wrong situation can lead to bad decisions, using the right frame can be beneficial in closing sales with prospective customers.

In her seminal 1996 book, “The Power of Framing: Creating the Language of Leadership,” Gail Fairhurst, Ph.D., explains that when we communicate through framing, we shape the reality of a situation. Our past experiences and perspective create a frame through which we perceive the world and which guide our decision-making. However, the wrong frame in the wrong situation can lead to bad decisions. As Fairhurst explains, through effective framing and use of language, we can become better leaders because we are relating to our followers better and, therefore, being more persuasive.

When it comes to selling products and services to prospective customers, frames can interfere with making the sale. But they can also have a positive effect when used appropriately.

Framing for Positive Outcomes


During the sales process, associates need to be cognizant of the potential buyer’s own frame and how it affects how he or she makes purchases. Many buyers may be hesitant to commit, and these objections can result in failures and frustrations. To navigate the buyer’s hesitations, salespeople need to frame their interactions—drawing on the customer’s wants and needs—to make the customer care about what they’re selling.

Appealing to emotions is essential to the sales process, the buyer should feel good about his or her decision to purchase the product. The salesperson should focus on putting positive twists on perceived negatives, as they can affect how customers react to a sales pitch.

“The Framing of Decisions and the Psychology of Choice,” written by Daniel Kahneman and Amos Tversky and published by the American Association for the Advancement of Science, touched upon the psychological principles of framing. The authors’ posit that people are more influenced by the pain of loss rather than the rewards of gain and will take greater risks to avoid loss than to see potential gain. By framing a pitch around eliminating the threat of loss, salespeople have a greater chance at success.

An effective framing sales pitch puts an emphasis on the outcome, showing prospective clients that they will experience a positive change from purchasing the salesperson’s product or service. While framing can be problematic when used inappropriately, with professional coaching it can be leveraged during the sales call. Creating context for the potential buyer can be the difference between losing or closing the deal.