Video

What is an Engagement Tool?

A few weeks ago we published “10 Action Steps to Help you Engage in 2016.” Over the next 10 weeks, we are going to use each action step as a week long theme to help you get it done!

This week’s theme is: Create a simple, powerful PRESENTATION and ENGAGEMENT TOOL. 

Most organizations and sales teams don’t have ENGAGEMENT tools. They have brochures, binders, or pitch decks. What are you using to DRIVE engagement on a visit?

Is is simple? Visual? Does it SUPPORT the conversation or constrict the conversation?

In a later video we will show you ways to use an engagement tool.

Download / view the For Impact engagement tool.
See also: Guidebook – On Engagement | Guidebook – On Visual Engagement

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Video Nugget: Creating Great Funding Rationales

Previous video in this sequence: Using Altitude to develop your Presentation.

In this video we cover the ‘Last 3 Feet’ tied to Creating Great Funding Rationales (hint: “Unrestricted” does not make a great Funding Rationale!)

  • Create a Funding Rationale tied to a Unit of Impact if possible – “Our goal is to underwrite all 3000 of our families each year at $1500 per family. How many families can you help support?”
  • Package up your Programs – “Here is the Impact we’d like to have in each community and it will take about $100,000 per community to make it happen.”
  • Use a Leadership Circle membership goal as it relates to the Opportunity to Save, Change and Impact Lives – “When we have 50 members in our Leadership Society (@$10,000+ per year) it allows us to innovate new programs and provide core support to existing impact. It also allows us to move quickly when needed – To save and change more lives.”
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Video Nugget: Using Altitude to Develop your Presentation

Previous video in this sequence:
Using Altitude for Engagement, Organizational Development and Communication

In this video we cover using Altitude to develop your Presentation:

  • Lay out a Vision at 30,000’
  • Focus on clear Priorities over the next 1,000 Days
  • Answer “How you can help” with a Funding Plan

Check back tomorrow for more on developing your Funding Rationale.

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Video Nugget: Use Altitude for Engagement, Organizational Development and Communication

Previous video in this sequence: Introduction to Altitude Framework.

In this video we cover three ways to leverage the Altitude Framework.

  • For engagement. People will engage at the altitude of your choosing.
  • For organizational development. Start with WHY and answer the question, “To what end?”
  • For communication. Use the metaphor to effectively communicate with your team ‘at altitude’.
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Funding Frameworks – Illustrated

In this video we illustrate a few funding frameworks inside of our sample engagement tool.

Reminder: You don’t need to use EVERY framework in your engagement tool. Simplicity is the goal!

Here are some links to support this video nugget.

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How to use an Engagement Tool

In this video I share three quick tips around how to use an Engagement Tool.
(Download the sample Engagement Tool PDF.)

I suspect we will film many more videos around this topic. I could offer 50 examples / tips.

In this video we cover three things:

  • The engagement tool is not the presentation.

    It’s a tool. It’s not meant to be used (necessarily) in a linear and ‘unabridged’ monologue / delivery.

    In order to illustrate how little we ACTUALLY need to support a conversation we use a placemat drill in some of our trainings. Try walking through your story and an ask using a blank piece of paper or a placemat. Draw on it as you communicate. When you finish, you will be surprised to see that you made your complete presentation using only 5-6 words, a terrible picture and a lot of scribbles.

  • No prose paragraphs!

    Only prompts or framing devices are placed on the tool, as well as figures or words that CREATE engagement.

  • Use the whitespace, listen and write to create engagement.

    The best message in the world begins in the prospect’s head. Use THEIR words (when you can). This isn’t a sales device, it’s a relationship and communication device!

    Note: stay away from dark back grounds or gloss on the paper. Go with white space so you can write!

  • See also: What is an Engagement Tool?

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What is an Engagement Tool?

Most organizations and sales teams don’t have ENGAGEMENT tools. They have brochures, binders, or pitch decks. What are you using to DRIVE engagement on a visit?

Is is simple? Visual? Does it SUPPORT the conversation or constrict the conversation?

In a later video we will show you ways to use an engagement tool.

Download / view the For Impact engagement tool.
See also: Guidebook – On Engagement | Guidebook – On Visual Engagement

Share: