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Survival Tips to Negotiate the Holiday Season Part II – Negotiating Your Environment

Welcome to Part II of our series on Negotiating Your Survival of the Holiday Season!

It’s important to pay attention to how you navigate the holidays as they can be a time of great stress for many. This is particularly so given the pressure to live into a Hallmark movie version of life. We expect perpetual joy and perfection. We can feel like we’re failing when other emotions creep in and things don’t go as planned. Simple strategies can help you survive and thrive during the hectic holiday season if you negotiate your experience with intention.

Last week we tackled your first and most important negotiation starting point: Negotiating Your Mindset. We shared how to choose how you show up and choose your reactions, the power of setting intentions, and recognizing the gift of gratitude. Be sure to check it out if you missed it!

Today, we’re going to talk about ways you can negotiate your environment to improve your holiday experience.

Part II:NEGOTIATING YOUR ENVIRONMENT

Get Active

Make time to exercise, even if it’s a brief walk. It’s easy over the holidays to neglect this habit. There are lots of excuses to justify opting out … whether it’s no time, too much on the plate, vegging out to de-stress, too much company, or some other flavour of avoidance.

You’ll note I said make time to exercise. One quick mindset shift to remember during the holidays is that we don’t magically find time. It’s not buried treasure. It’s available. It’s a matter of choice. It’s incumbent on us to make time for our priorities. This is always true, and especially so during the holiday season when we tend to feel time pressures more keenly.

I invite you to set aside some time, even if it’s just 15 minutes/day to get some exercise. It will energize you and make you more productive and engaged, thereby ironically freeing up more time.

Embrace the Magical Elixir of the Great Outdoors

Get some fresh air. Ideally, you can tie your exercise above to this tip by walking outside. It can be tempting to stay indoors, whether snuggled up with a hot chocolate or tending to the myriad of chores we set for ourselves. By all means, snuggle up with a hot chocolate (heck, you can even add a shot of Baileys) and also set aside a few minutes to get a breath of fresh air. Make this a priority over some of the chores and to do’s that likely aren’t real priorities in any event.

Fresh air gives you a fresh perspective. I won’t bore you with the science but suffice it to say there are physical and emotional benefits from stepping out each day. Clear your head, fill your lungs, and increase your energy while uplifting your mood and resilience.

Food as Fuel

Watch your diet. I’m not saying go on a diet. I’m not completely delusional. I’m just saying be intentional about your diet. By all means, indulge during the holiday season. Just do so in moderation. Do so by choice. Plan (or at least manage) your indulgences.

In my experience, when you’re intentional about allowing yourself a set amount of self-gratification and excess, you’re more likely to stay on track in the big picture (versus trying to deny yourself altogether where you’re more likely to fall off the wagon longer term). This simple practice can reduce brain fog and useless self-flagellation while increasing energy, productivity, and engagement.

Sweet Dreams

Get sleep and be present. It can seem challenging with holiday parties, finalizing ‘must-do’ work assignments before the holiday break, gift-buying and get-togethers. I remember the days when we were up half the night stuffing stockings, setting up Santa gifts and wrapping the too-many last-minute gifts I’d grabbed off the shelves as I doubted whether I’d gotten ‘enough’ (whatever that is). My eyes felt like sandpaper and my cotton-batten stuffed head (at least that’s what it felt like) found it hard to be fully joyful Christmas morning as the kids invariably charged upstairs at the crack of dawn chirping “Can we start now? Can we? Can we start?”

I invite you to consider buying less stuff and instead enjoying more experiential gifts. Either way, plan so you’re not scrambling at the last minute. Make a point of getting enough sleep leading up to and through the holidays so that you can greet each day being fully present.

For those of you who do a Christmas tree, are you growing tired of the mad Christmas morning unwrapping frenzy, as hours’ worth of careful wrapping gets shredded and strewn within minutes and the ordeal is over so quickly there’s barely a moment to appreciate it? If so, here’s an option to consider. When the kids were young, we switched to a new tradition where we took all day to ‘open the tree’. We would open the stockings, then break for hot chocolate and cinnamon buns. Then we’d open a few gifts, and break for French toast breakfast. Then we’d open some more gifts until a game or movie or some other item caught our attention and we’d play or watch together. In that way, we enjoyed our time together. We enjoyed the experience. We enjoyed our gifts more. You can substitute healthier food choices than ours, but you get the idea.

Managing Travel

In this increasingly complicated world and changing family models, it can seem like we spend much of our holiday time on the road or in the air, travelling. There are often various ‘branches’ of the family that we feel compelled to visit, each in turn. Added to that are work and personal get-togethers throughout the season.

I invite you to consider, with intention, which of these visits feel like an obligation versus which fill you with joy (or at least some measure of enjoyment). Negotiate where and how you choose to spend your time. Learn the power of a positive ‘No’ so you can take back control of your precious resource … your time. Remember that every time you say yes to a commitment, you’re saying no to something else – likely one of your own priorities.

Money Madness

Manage your spending with intention. In a world where we’re inundated with marketing from all sides, and where the message is always that we need more, it’s easy to fall into the trap of empty over-spending. This causes high stress levels as we push outside our limits and carry debt that negatively impacts us through the holidays and well beyond.

Consider instead, sharing experiences with the people you love. As trite as it may seem, it serves us all to remember that the things we buy will disappear but the memories we create will last a lifetime.

Manage Your Space

Holidays can be a great time to de-clutter. An uncluttered space can help unclutter your mind and give you the space to show up with more grace. Set aside an afternoon to purge your closets and household ‘junk’. We all have some. It’s a task most dread. Yet your reality is determined by your thoughts and the meaning you attach to them. What if you chose to embrace this as a fun new holiday tradition? Grab an eggnog, crank the tunes and dig in!

I happen to love decorating the house to the nines at holiday time. It lifts my spirits. I used to love the end product but stressed about the process – it felt like too much time that I didn’t have. So, I changed my mindset. Embraced the joy in the decorating itself i.e., enjoyed the journey. If you love the end product but know it’s too big a stretch for you to embrace the process, consider delegating – enlist help or even hire a student to do it for you on the cheap. If you don’t think it’s worth the effort for you, I invite you to at least put up a simple single row of lights (over a window or cupboard). The change in ambiance from that simple step can be a powerful mood-enhancer.

Hope at least a few of these tips resonate with you and set you on the path to a more joyful holiday experience. Be sure to check out next week’s article for our final Part III of the series. We’ll be tackling how to Negotiate Family Dynamics (an Achilles heel for many). And be sure to share this series with anyone in your life who could benefit from a survival toolkit on how to negotiate the holiday season.

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Entrepreneurship Personal Development Women In Business

Survival Tips to Negotiate the Holiday Season Part I: Negotiating Your Holiday Mindset

It’s that time of the year again! Happy holidays!
Or are they?
If I said “Tis the season …”, would you finish with “to be jolly”?

Are the holidays a time of joy for you? If you’re like most people, holidays can also be a time of stress if not managed with intention. We can experience the full range of emotional notes – joy, fear, angst, anger, trepidation, pleasure, guilt, gratitude and more – creating a symphony of something approaching chaos.

As we try to live into a Hallmark movie version of life, it can often feel like we’re missing the mark. The expectation of perpetual joyful exuberance adds an element of pressure capable of bending the mightiest oaks to near-breaking points … or so it can seem.

The good news is that you can take control of your holiday experience. The first step is recognizing that navigating the holidays is a negotiation. In fact, all of life is a negotiation. And we get to choose how we negotiate it.

Are you interested in negotiating a better holiday season this year? If so, read on. This 3-part series is designed to help you navigate this sometimes perilous journey with ease so you can maximize your enjoyment of the season (even if crabby Aunt Jane pushes your buttons)!

Part I   NEGOTIATING YOUR OWN MINDSET

Your first and most important negotiation is negotiating with yourself. Negotiating our mindset can be tricky as we typically haven’t trained ourselves to do this with intention. This is important always, and especially during the holiday season as holidays tend to bring up baggage for most of us. Some repressed, some not.

Here are just a few issues from the holiday blues hit list:

  • Lost loved ones are felt more keenly during this time, bringing pain if not managed well.
  • Past hurts resurface unexpectedly and can be toxic little poison darts leaking into our psyche if not addressed with intention.
  • Feelings of ‘not enough-ness’ are particularly pesky as they try to niggle into our consciousness.
  • Aspects of our lives that are not perfect can become magnified, whether it’s:
  • no relationship,
  • poor relationship,
  • body image issues,
  • career,
  • finances,
  • health,
  • living arrangements
  • or something in between
  • Pet peeves can become exacerbated during this period of intensified emotion.
  • Stress of scarcity mindset – i.e. not enough time; not enough money

It can sometimes feel as if you’re hosting simmering volcanoes of trembling nervous energy ready to blow.

You may be asking, “How can I negotiate my mindset?”

Here’s a few tips to kickstart the process …

Choose How You Want to Show Up

Decide how you want to show up during this holiday season. Recognize that how you show up is a choice you get to make. A simple and effective way to step into this powerful practice is to choose 3 words that describe how you want to show up – for yourself and in your interactions. Maybe it’s ‘present, engaged and peaceful’. Maybe it’s ‘joy, bliss and grace’. Maybe it’s ‘bold, excited and grateful’. There’s no right or wrong answer. Choose whatever resonates with you.

Print your 3 words on a sticky note and post them on the bathroom mirror (or somewhere you’ll see as you get ready for bed each night and wake up each morning). Read them aloud each morning and spend a moment to embody them. Consider how to implement them in your day. Each evening, take another moment to soak them in – let them percolate as you sleep to allow them to set in your subconscious.

You may also want to set the words to an alarm on your cell phone to go off midday (or at your typical lag time) to remind you to live into your chosen words.

If you find yourself being reactive during the day, that’s okay. You’re human. Don’t beat yourself up. Just take a moment to ground yourself. Pause. Take a deep breath. Breathe in your 3 words and find your way back.

If you want to take it a layer deeper, choose a ‘trigger’ so you can more easily and consistently implement your 3 words. For me, it’s a door jamb. Each time I enter my home, I touch the door jamb and briefly consider my 3 words, with intention, before I step over the threshold. That touchstone (or trigger) grounds me to be who I want to be with my family every day. To recognize it’s a choice. I leave the worries or stressors of work at the door. At the other end, I do the same thing. Going into the office, I touch the door jamb and consider the 3 words to represent how I want to show up in that environment. I leave the ‘wife’ and ‘mother’ behind and show up fully present in my work role.

Find a trigger that works for you. Some people choose to touch their heart or head, or squeeze their fist. Whatever works for you. The goal is simply to bring intention to choose how you show up.

Set an Intention

In addition to setting an intention about how you want to show up, I invite you to set an intention about what you want to get out of the holiday experience. You can’t hit a fuzzy target, so get clarity about what your ideal holiday season looks like. This helps stay on track to maximize enjoyment and enhance your experience. It allows you to ground yourself in the elements that most fulfill you.

When we don’t approach the holidays with intention, it’s easy to get caught up in the whirlwind storm of commercialism and a ‘more, more, more’ mentality that can leave us feeling hollow and dissatisfied. Or we can get sucked into the abyss of comparison, always finding ourselves falling short against some imaginary unattainable standard.

By contrast, if your intention is to spend quality time with family and/or friends, you can focus on making time for those people you want to spend time with, embracing the experience rather than focusing on the ‘things’. If cooking a full turkey spread stresses you out, do pizza. If high end hostess skills leave you sweating, take a pass, do simple, and focus on being fully present instead.

Recognize the Gift of Gratitude

Adopt a gratitude practice. It’s impossible to feel anger, resentment, hurt or stress in a state of gratitude. It’s easier to get there than you’d think. You can do this anytime, but implementing a routine each morning and/or evening, where you consider 3 things you’re grateful for in that moment, is an easy way to set a positive tone for embracing the holidays.

No matter how dire circumstances may appear, there will always be things you can be grateful for in life. On your worst days, you are still likely better off than so many around the world. Start with simple things. It can be as basic as the feel of the wind against your face or the warmth of the sun through the window. Maybe it’s taking a moment to appreciate the majesty of ice-covered branches. Or perhaps a tender thought for someone in your life.

It only takes a few moments to allow yourself the gift of gratitude. Making it part of your daily routine (always and especially during the holidays) will enhance the quality of your life.

Choose Your Reactions

You can’t control everything that happens around you during the sometimes-frenzied holiday season, but you can control how you react to it. Here’s a favourite quote of mine on this idea:

Between stimulus and response there is a space. 
In that space is our power to choose our response. 
In our response lies our growth and our freedom.

Choose your reactions with intention. This may take some practice if your lifelong conditioning is to give in to knee-jerk reactivity, but it’s well worth mastering this powerful practice.

For example, you can choose grace, forgiveness and joy over anger, resentment and hurt. This is true even (and especially) in family dynamics where old habits can cause easy patterned triggers of reactivity. Instead choose an emotional reaction that best serves you. Create the space to choose your reaction. Remind yourself that it’s ultimately a choice.

Hope these tips help you to better negotiate your mindset so you can seize control of your holiday experience. If you want a deeper dive on how to negotiate your mindset in life, feel free to grab a copy of my free ebook Negotiating Your Mindset.

Be sure to check out next week’s article for Part II of the series. We’ll be tackling how to Negotiate Your Environment. And share this series with anyone in your life who could benefit from a survival toolkit on how to negotiate the holiday season.

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Entrepreneurship Growth Marketing

The Four Pillars of Crafting an Irresistible Vision

The Four Pillars of Crafting an Irresistible Vision

If you know anything about me, I work with the poor in Africa, serving as a ministry. Trinity International Ministries is a faith-based organization that serves as a resource hub for communities longing to create sustainable revenue streams so everyone can participate and build generational prosperity over time.

One of the foundations of creating a community project is setting the vision for whatever project they have selected, which might be a community circular agriculture system, where all aspects of the system are addressed, from seeding the fields and raising the animals to processing, sales and establishing a distribution network. You can probably imagine how challenging it is to get an entire community to commit to a singular vision.

So, in an effort to help them, I have developed training processes whereby we take each element of what I refer to as the “Two-Pager” executive summary. Narratives for each element are embedded in every section of this mini-business plan, so if a potential funder or investor wants more information, it is all at the click of one link.

 

Here is the training article I penned for the Vision Statement and Narrative:

A compelling vision serves as the cornerstone of organizational success, not just by setting a future direction but by inspiring immediate transformation. A powerful vision not only defines where the organization aspires to go but also becomes a rallying cry that energizes, aligns, and drives people toward shared goals. To achieve this, a vision must rest on four foundational pillars: purpose, vividness, credibility, and emotional resonance.

  1. Anchoring in Purpose: The North Star of Progress

Every effective vision begins with a clear and profound purpose. This purpose acts as the organization’s North Star, guiding all decisions and actions. Purpose isn’t merely about profitability or market dominance—it’s about articulating why the organization exists and the impact it seeks to make.

A well-defined purpose answers critical questions: What legacy does the organization want to leave? How will it contribute to society or its industry? When employees see a purpose that aligns with their values, they find meaning in their work, which boosts commitment and perseverance. This clarity also ensures that short-term tactics are never divorced from long-term goals, maintaining strategic coherence.

  1. Painting the Future: The Power of Vivid Imagery

A vision must be more than an abstract concept; it should vividly depict a desirable future that people can see, feel, and believe in. Words alone won’t suffice unless they evoke imagery that brings the vision to life. For instance, describing a vision as “a workplace where every idea has the power to change the world” creates an immediate and aspirational picture.

Leaders can use storytelling, metaphors, and even visual aids to communicate this vision. Imagine a leader showing employees a photo of a thriving community their product has helped build or a chart tracking environmental progress due to sustainable initiatives. These vivid images ignite passion and reinforce the significance of the vision.

  1. Building Credibility: Dream Big, Stay Real

An ambitious vision is inspiring—but only if it’s believable. Stretch goals are powerful motivators, but they must remain grounded in what the organization can realistically achieve. A vision that promises “eradicating global hunger within a year” may stir emotions momentarily, but its implausibility will ultimately erode trust.

To establish credibility, leaders should break the vision into actionable milestones. Achieving these smaller wins reinforces confidence in the overarching dream. Transparency about challenges and a willingness to adapt also strengthen trust, as employees see leaders committed to navigating the path with integrity.

  1. Striking an Emotional Chord: The Heart of Motivation

The most unforgettable visions resonate deeply because they reflect the aspirations, values, and experiences of those they aim to inspire. Emotional resonance transforms a vision from a mere statement into a personal mission for every individual within the organization.

Consider the vision of a hospital: “To bring compassionate care to every patient, every time.” Such a statement doesn’t just outline a goal; it invites every healthcare professional to see themselves as a critical part of a larger purpose. When people feel emotionally invested, they willingly go above and beyond to bring the vision to fruition.

Leaders can amplify this emotional connection by sharing stories of lives transformed or highlighting the direct impact employees have made. When team members see themselves as heroes in the narrative, they feel compelled to make the vision a reality.

The Transformative Power of Vision

A compelling vision doesn’t just describe the future—it actively challenges the present. It pushes organizations to reassess priorities, innovate strategies, and stretch beyond their comfort zones. The energy generated by a powerful vision permeates every aspect of the workplace, uniting individuals around a shared cause.

Leaders who craft such visions don’t merely manage—they inspire. By focusing on purpose, vivid imagery, credibility, and emotional resonance, they create a gravitational force that attracts talent, fosters collaboration, and drives sustained success. A vision isn’t just a destination; it’s a journey that transforms everyone who chooses to follow it.

 

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Entrepreneurship Personal Development Women In Business

Common Invisible Negotiation Mistakes and How to Avoid Them

We all make mistakes. This is true in life generally and in negotiations. The key is to raise your awareness and get more intentional about how you negotiate. When you make a mistake, recognize it and learn from it. It’s usually easy to realize when you slip up and say something inappropriate or give away information that compromises your position. It’s trickier to spot our unconscious saboteurs.

How do you recognize the myriad of invisible mistakes you make in your negotiations? Let’s explore some of the most common overlooked negotiation mistakes and how you can avoid them. I did an article for Psychology Today on the 7 Deadly Sins of Negotiation. These are not envy, gluttony, greed, lust, pride, sloth or wrath (from the Christian tradition) … although it’s solid advice to avoid those as well.

In this piece, I want to focus on the mistakes we make that are less obvious … that lurk below the surface of our awareness. By talking about them, we lift them up to our consciousness so we can get intentional about avoiding them.

Needing to Win

Our conditioning around negotiation is usually based on an outdated competitive model. When you think of negotiations, the first image that likely comes to mind is a boardroom full of power suits. We think we need to ‘win’ the negotiation.

Focusing on ‘winning’ misses the point. Effective negotiation should be about securing your desired outcomes (or better), not on beating the other party. Focusing on getting the better of the other party precludes the open mind necessary to recognize creative solutions that may arise. It also often results in recourse to tactics that are counterproductive. Taking a collaborative approach over a competitive one typically secures better outcomes, better relationships, better buy-in, and longer lasting agreements.

Bringing Bias to the Table

We all carry biases – some conscious, some not. Recognizing how these biases raise their ugly heads to sabotage your negotiations is an important step to getting best outcomes. Here’s just a brief sampling of the most common biases that poison our perspective in negotiation. See which resonate with you and be on guard against them when you prepare for your upcoming negotiations.

  • Self-serving bias skews our perception as we see our position in an overly favourable light. Egocentrism bias prevents us from really appreciating the other party’s position as our focus is too narrowly on our own goals.
  • Inattentional bias causes us to see, hear and experience only what we’re focused on and so we miss valuable information, insights, and cues.
  • Endowment bias leaves us over-valuing what we bring to the table and under-estimating the value the other party brings.
  • Confirmation bias has us search for and interpret information in a way to confirm our pre-existing beliefs.
  • Affinity bias relates to our predisposition to favour people that remind us of ourselves.

We’re usually unaware that these common biases are affecting how we show up, how we perceive the issue on the table and negatively impact on our ability to get better outcomes.

Lack of Integrity

“Integrity” is a word that gets thrown around a lot, but usually isn’t considered with depth. The more familiar aspect of integrity is connected to how you act (i.e. whether morally or not). If you’re inclined to take ethical shortcuts, it will invariably come back to bite you in negotiations.

The less considered, but equally important aspect of integrity is based on the Latin word ‘integer’. When we are not consistent with our own values and sense of self, we are not ‘whole’ and therefore aren’t in integrity.

Both of these aspects of integrity are key to how you show up for negotiating and to the results you’re likely to achieve. When out of integrity, you can’t show up as an effective negotiator. Negotiations don’t work if integrity is lacking.

Ego in the House

Ego can be the kiss of death in negotiations. When you’re driven by ego, you lose control of the negotiations. You’ll be easier to manipulate, less able to assess information accurately or recognize opportunities that might show up.

Ego shows up in a number of ways. If you need to look good, need to win, can’t admit when you don’t know something, or talk too much, ego is in the house. Wanting to be liked is another (often ignored) sign of ego.

If you find yourself making the negotiation all about you and your needs, pause, take a breath and refocus your energy on the other party and what they need.

Reactivity and Emotion

Your success as a negotiator depends, in part, on your ability to remain centered, calm, collected and compelling. If you allow yourself to be triggered into reactivity, you’ll lose the clarity and focus you need to secure best outcomes.

Bringing your deep, emotional ‘why’ to a negotiation is not the same as being emotional in a negotiation. Knowing your why can help keep you grounded and bring emotional strength and resilience. This is not the same as letting yourself give in to anger, shame, guilt, resentment, or the range of other self-protection negative emotions that can sabotage your negotiations.

Attachment (a.k.a. I Can’t Let Go)

Typically, you go into a negotiation because you have an objective you’d like to achieve. However, it’s important not to become so attached to the outcome that you lose perspective in the process. Being too attached to a singular outcome will have you bargaining past the point where it makes sense or walking away when a deal was lying on the table if you’d only been open to look at other possibilities. The hallmark of a great negotiator is knowing when to walk away and/or being open to other alternatives. As noted above, effective negotiation isn’t about winning or losing. It’s about winning better for everyone whenever possible.

The most dangerous mistakes we can make are usually those we’re not aware of. This article was intended to raise your awareness about the most common invisible negotiation mistakes so that you can avoid them.

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Entrepreneurship Personal Development Women In Business

How to Build Rapport to Get Better Negotiated Results Part II

If you want to be a better negotiator, you need to build your skills at building rapport. Even if you’re not someone who easily connects with others, no worries. It’s a learned skill. This two-part series seeks to help you uncover the secret sauce to establishing that all-important connection in your negotiations.

Last week we dug into the foundational elements for setting the stage to build rapport. This week, let’s dig a little deeper into strategies you can use to better build rapport so you can start getting better communication, outcomes and relationship in all your negotiations – both personally and professionally.

In Part I we covered:

I           Be Yourself

II          Make a Good First Impression

III         Find Common Ground

IV         Get Curious

V          Give a Compliment

VI         Use the Person’s Name

Today, we’ll pick up where we left off with some more tips and tools to help you on the path to improving your ability to become a master-connector:

VII       Be Candid

If you want to build rapport and trust, always be the person who tells the truth. Admit when you don’t know the answer to something. Likewise, admit if you’ve made a mistake. We mistakenly assume this undermines our credibility when, in fact, the opposite is true. It humanizes us and makes us more relatable and trustworthy. Being honest builds rapport and a reputation for integrity.

VIII      Create Shared Experiences

If possible, try to spend time together (preferably in person) and create shared experiences. This can turbo-charge the connection process.

IX        Mirror & Match

Be intentional about your body language and facial expressions. Maintain eye contact. Lean in slightly. Nod periodically. Where appropriate, try to mirror and match the other person. Be careful though, about the popular advice today to mimic the other party i.e. to cross your legs or arms etc. if they do. Unless you’re skilled at mirroring this can be obvious and jarring and actually break rapport and trust.

Rather, note their speech patterns – tone, tempo and volume – and try to match it. I tend to speak with passion, excitement, speed and volume. When speaking with someone who is more reserved this can be off-putting and challenge rapport-building. I get intentional about slowing down my speech, toning down my volume and matching the other person’s style in those cases. I also pay attention to their language choices to use terminology and idiom that is familiar to them and will be more likely to resonate.

X          Practice Elevated Active Listening

This is such an important element of effective negotiating that I’ve dedicated a full article to the issue.

Be sure to listen intently to the other party when they speak. This does not mean waiting for your turn, but rather, genuinely listening with a view to fully understand their position. When you reflect back what they’ve said (partly to ensure you’ve understood correctly and partly to let them know they’ve been heard) try to reflect back their position in the most generous terms possible i.e. present their position even more eloquently than they did. This may seem counter-intuitive but in my experience, it triggers reciprocity and is a powerful way to build rapport.

XI        Bring Empathy to the Table

 

Active listening is important and effective as it’s a form of empathy. Bringing empathy to the table in negotiations is key to building effective rapport. Empathy does not mean you necessarily have to agree with the other party, but it does mean you need to seek to truly understand. Try to put yourself in their shoes. Consider what fears may be driving them. What’s their deep why? What obstacles do they foresee? What biases might they bring to the table.

When we approach negotiations with empathy, we build bridges and trigger reciprocity. In so doing, we build rapport and set the stage for opportunities for better problem solving and outcomes.

 

XII       Gradually Increase Intimacy

While you don’t want to prematurely over-share and dump inappropriate private information, it can be powerful to gradually increase intimacy through strategic sharing of personal info. The New York Times did a poll that found people trusted 70% of those people they knew versus only 30% of those they didn’t know. The more you can create a personal connection, where they feel they know you, and get comfortable sharing with you, the more likely you are to build the bond and rapport necessary for superior negotiated outcomes.

XIII      Inject Humor 

Humor is a great antidote and connection-builder. In addition to smiling, use humor where possible. Laughter releases endorphins (our feel-good chemicals in the body) and relaxes us. This sets the mood and opens the way for better bonding.

If you lose rapport at any point in a negotiation, don’t ignore the elephant in the room. Be humble. Address why you lost rapport. Take ownership where appropriate. Apologize if necessary. Get curious and determine together how you can get back on track.

Hopefully these tips and tools have better equipped you to build rapport in your negotiations. Practice them. Get comfortable with these approaches so they become natural and you can slip into rapport-building mode authentically. Building better relationships will get you better negotiated outcomes. As all of life is a negotiation, this skill cannot be overstated.

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Capital Growth Operations

Beneficial Ownership Information Report Temporarily Blocked: What It Means for Businesses

Beneficial Ownership Information Report Temporarily Blocked: What It Means for Businesses

A significant development in the business compliance landscape is causing ripples nationwide. A preliminary temporary injunction has been issued against the enforcement of the Beneficial Ownership Information (BOI) reporting requirements under the Corporate Transparency Act (CTA). This delay raises questions for businesses that have been preparing for this mandatory compliance requirement, originally set to take effect soon.

Here’s what you need to know:

What Is the BOI Report?

The BOI report, mandated by the CTA, requires certain entities to disclose information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). The goal is to combat money laundering, fraud, and other illicit activities by increasing corporate transparency.

The report demands sensitive details such as:

  • Names of beneficial owners
  • Dates of birth
  • Addresses
  • Identification numbers (e.g., passport or driver’s license)

The rule targets most small businesses and startups while exempting large, publicly traded companies and certain regulated entities.

Why the Injunction?

The preliminary injunction stems from legal challenges questioning the CTA’s scope, enforcement, and potential implications for privacy. Opponents argue that the BOI reporting requirements could disproportionately burden small businesses and infringe upon constitutional protections. These concerns prompted the court to halt its enforcement temporarily, allowing more time for deliberation.

What This Means for Your Business

  1. Compliance Delayed, Not Denied:

    While the injunction pauses the immediate requirement to file BOI reports, businesses should not assume this will be a permanent reprieve. It’s crucial to stay informed and prepared for eventual implementation.

  2. Time to Reassess:

    Use this delay to evaluate your entity’s structure and ensure compliance readiness. Identifying beneficial owners and maintaining accurate records now can save you from last-minute scrambles later.

  3. Stay Engaged:

    This case highlights the importance of staying updated on regulatory changes. Engage with trusted advisors who can help you navigate these complexities.

Why Transparency Still Matters

Even as the injunction delays BOI reporting, the push for corporate transparency is not going away. Regulatory trends indicate increasing scrutiny of shell companies and financial transactions. Adopting a proactive approach to compliance can protect your business from penalties and enhance your credibility with clients and partners.

Take Action Now

At Controllers Ltd., we specialize in helping businesses navigate evolving regulations, ensuring compliance without unnecessary stress. Our team of experts offers a comprehensive analysis to align your entity structure with your goals while keeping you compliant.

Let’s discuss how to prepare for what’s ahead. Schedule a consultation today and safeguard your business’s future.

 

 

Categories
Entrepreneurship Personal Development Women In Business

How to Build Rapport to Get Better Negotiated Results Part I

Are you one of those people who can instantly connect with others? Are you able to build a sense of trust and connection with ease? If so, you’re positioned to be a highly effective negotiator. If not, don’t fret. Contrary to popular belief, rapport-building is not an elusive gift you’re either born with or destined to do without forever. Stay tuned to uncover tips and tools to help you better build rapport so you can negotiate your best life.

All of life is a negotiation. Rapport-building is one of the foundational elements of effective negotiating. It’s one of 6 key skill sets that make and mark the most effective negotiators. And yet, until recently, it has received little attention in negotiation circles. In fact, our conditioned understanding of negotiation frames it as a competition. This win/lose mentality causes us to focus on elements that are actually counter-productive to getting better outcomes, buy-in, and relationships.

Let’s dig in to up-level our understanding of how to build rapport so we can get better negotiated results. In this two-part series, we’ll uncover some of the top strategies to better build the rapport necessary for best negotiated outcomes. In this Part I, we’ll unpack some of the foundational elements for setting the stage to build rapport. In Part II, we’ll dig into some specific strategies as the negotiation progresses.

Rapport is an emotional connection with others. Building rapport is the process of establishing that connection. This can be instant in some cases or may take time to develop. It can also grow naturally or you can intentionally build it. Ideally you want to both build rapport and to stimulate it.

Here are some top tips and tools to help you on the path to improving your ability to build rapport:

I           Be Yourself

Oscar Wilde is oft-quoted for his quip, “Be yourself – everyone else is taken.”

Sage advice that still holds … in life generally and in rapport-building for negotiations in particular. Being real and authentic will always be more effective than trying to adopt a persona that isn’t natural for you. The other party will feel the lack of authenticity and it will create a discord that repels rapport and trust.

There are many resources available now on ‘how to’ negotiate more effectively and much written about tactics to build rapport. Studying these will certainly help elevate your skillset and improve your negotiation skills and outcomes. Having said that, don’t fall into the trap of getting stuck in your head, over-thinking the ‘how’ and in the process losing your natural authentic charisma. Practice the skills to build rapport (including those set out in this series), but always err on the side of being yourself as you work towards the new skills becoming natural.

II          Make a Good First Impression

First impressions matter. Most people have a visceral reaction to others within seconds of meeting. Make sure the reaction you induce is positive to the extent possible. Take note of your state before you start the negotiation. Release any negativity you may be harboring. Tap into a memory or thought that puts you in a positive frame. Once you get in the desire state, it will be easier to show up with a genuine smile, with warmth in your eyes, and an inviting posture and demeanor. This will help set the stage for rapport-building right out of the gate.

Note that you need to be aware of cultural sensitivities, both in making a first impression and throughout the negotiation. Ensure that you are culturally appropriate so as not to offend and break rapport.

III        Find Common Ground

We often hear the advice to start with small-talk. While it’s true that you want to avoid jumping straight to business (which definitely does not build rapport), I’m not talking about leading with banal conversation about the weather. Try to find a common interest or connection. Maybe a shared hobby, favourite sport or team, college, travel experience, etc. Most people like talking about themselves. Show genuine interest to inspire them to open up. In so doing you will build connection and rapport.

Ideally, you want to find your shared humanity. Try to discover what brings them joy and what they’re passionate about. Tapping into that will increase your ability to build rapport.

IV        Get Curious

Tied to finding common ground, it’s useful to stay curious. We all seek to be seen, heard and understood. The more you ask open questions and stay genuinely engaged, the higher the connection you’ll build (not to mention the valuable information you can elicit to better understand the real needs of the other party to come up with creative higher value solutions).

It goes without saying that to do this effectively, you’ll need to release judgement and let go of stereotypes and preconceived ideas (about the person and their position).

V         Give a Compliment

A genuine compliment can go a long way. Find something you can truly acknowledge that you appreciate about the other person and share that.

VI        Use the Person’s Name

Try to remember and use people’s names. Call them by name early in the conversation. Again, people like to be seen. Calling them by name creates an immediate connection and familiarity.

Having said that don’t repeat their name so often that it stands out and jars. My husband, a small-town boy, uses people’s names repeatedly in his conversations. While it’s genuine and authentic for him, overuse of someone’s name is risky as it comes across as insincere and can actually undermine rapport rather than build it.

I hope this has given you some food for thought on how you might better build rapport in your negotiations. Be sure to join us next week for more juicy insights. In Part II we’ll go deeper and tackle a host of strategies for making connection to get better results.

Categories
Health and Wellness Parenting Personal Development

Navigating Conscious Parenting this Holiday Season

Dear Katherine,

In the midst of the holiday hustle, it’s crucial to keep things stress-free. This year marks our first holiday season within the Conscious Parenting Revolution, and the concerns are piling up. “Feeling Shy” shares worries about navigating extended family dynamics and potential clashes in parenting styles during the Christmas gathering.

Sincerely,
Feeling Shy

Feeling Shy, you certainly aren’t the first parent to express these concerns to me.

It’s easy to feel self-conscious around family during the holidays. Family gatherings can be exciting, over-stimulating — and, yes, stressful — for everyone. Feeling the watchful eyes of parents, in-laws, and extended family is sure to make even the most confident parents nervous.

Unfortunately, if a family member is close-minded about conscious parenting, there’s little you can do to change their mind. It’s in your own best interest to accept that fact ahead of time.

1. Prioritize Connection Over Correction
The holidays can amplify differences in parenting approaches. Instead of correcting others, focus on fostering connection. Engage with curiosity and compassion rather than judgment, modeling the principles of collaboration and understanding for your children.

2. Create Space for Honest Expression
When tensions rise, use tools like “Discover the Problem Behind the Problem” to navigate conversations. This approach helps uncover the underlying needs driving behaviors without escalating conflicts. Creating this safe space encourages deeper understanding among family members.

3. Protect Your Energy with Boundaries
Family dynamics can be unpredictable. Stay grounded by setting healthy boundaries. If discussions become heated, gently steer the conversation in a more positive direction. Personal self-care, such as a quick walk or breathing exercises, can help you maintain calm and focus.

4. Navigate Parenting Moments with Privacy
If your child acts out, consider addressing the situation in private rather than in front of an audience. This approach not only reduces external judgment but also creates a supportive environment where your child feels safe to express themselves.

Remember, holiday stress doesn’t have to overshadow your celebrations. By practicing conscious parenting principles, you’re not only nurturing your family’s well-being but also demonstrating a compassionate way forward for others. You can’t control how relatives respond to your parenting style, but you can create an environment that reflects your values of love and respect.

As for feeling uncomfortable parenting your child in front of others, I suggest that you avoid having an audience altogether if possible.

If your child acts out during your celebration, it’s in everyone’s best interest to talk about what happened in private. Take them to a quiet room or outside (weather-permitting) to have your conversation.

You can’t control the actions or opinions of others, but you can prepare yourself and your kids to respond appropriately.

Wishing you a joyful, stress-free holiday season filled with meaningful connections and shared growth!

Love and Blessings,
Katherine

Categories
Entrepreneurship Personal Development Women In Business

Negotiating Fulfilling Work in the Face of the Great Resignation

The Great Resignation … Everyone is talking about it. It’s all the buzz. Studies suggest as much as 40% of the workforce does not plan to return to the workplace in the wake of the pandemic. So how can you negotiate fulfilling work in these unusual times?

I think it’s important to recognize that while COVID may have expedited the process, there has been a growing dissatisfaction with our work systems for some time. The shift is not new. There are many reasons for this.

    • Past generations typically worked one job for life. They secured pensions & benefits so they could retire with ongoing income and some measure of security in their senior years. Loyalty to and from employers was the norm.

    • This is no longer the case. The ‘global economy’ created a profound shift in our workplace norms and expectations.

    • Recent trends suggest this generation can be expected to have an average of 15+ job changes in their career with 51% of employees staying in any one role less than 2 years.

    • Employers increasingly put profits over people, with little loyalty to long-term employees.

    • Many employers reduced fulltime jobs in lieu of part-time or contract workers (including outsourcing overseas), dramatically decreasing any sense of job security. Pensions & benefits were often eliminated altogether.

    • With increasing technology came a dehumanization of the workforce.

 

  • This generation is the first generation not expected to do better than parents.

Then came COVID. The pandemic has exacerbated these trends. Employee dissatisfaction is at an all-time high. In addition to the general sense of malaise and overwhelm, coupled with new perspectives about priorities, employees tasted flexibility in a way most hadn’t before. We saw increased flexibility in the ability to work from home and to control hours of work; virtual vs in person work opportunities; time away from physical workplaces; decreased supervision; and increased autonomy.

The Great Resignation will force employers to re-evaluate the path they’ve been marching down and to find ways to better position themselves to retain and attract talent. This is good news for employees as it puts you in a stronger negotiating position to ensure you get what you want and need.

How can you prepare yourself for these negotiations?

  1. Negotiate Your Mindset: Your first and most important negotiation will always be with yourself. Negotiating your own mindset is your first step in the preparation process. Own your value. Ensure your sense of worth comes from within rather than seeking external validation. Recognize what you bring to the table. Believe in yourself and ground yourself in the certainty that you deserve the best.

  1. Find Your Passion & Purpose: Consider what fires you up and make a decision that you will only entertain work that ensures you do what you love and love what you do. Consider your unique gifts or ‘zone of genius’. Seek out opportunities that match your unique gift or talent.

  1. Do your homework. Get clarity on what you want to negotiate for, know what your comparables are (to justify your asks with confidence), know your BATNA (best alternative to a negotiated agreement), determine your bottom line, know the going rates at the particular workplace, as well as in the industry both locally and beyond.

What Are Some Things You Can Ask For?

Often people limit themselves by only considering salary in their workplace negotiations. I invite you to think outside the box and broaden the scope of your potential asks. If the goal is to increase fulfillment, then money isn’t the only variable in that equation.

Here’s a quick checklist to kickstart your own brainstorming session to determine what’s most important to you:

  • Money

  • Title

  • Flexibility (where you work and hours of work)

  • Independence/decision-making

  • Training opportunities (internally & externally)

  • Mentors/Sponsors

  • Opportunity for growth (both personally & professionally)

  • Opportunity for advancement

  • Vacation

  • Stocks/Equity

  • Daycare

  • Gym membership

  • Travel perks

This is just a starting list to get you thinking about those things that would move the dial for your job satisfaction.

How Do You Negotiate For What You Deserve?

Once you’ve got clarity on what you want, how do you negotiate to get it? Here’s a few tips to help you in that journey.

  • Create a ‘Brag list’ or ‘Proof of Performance’.  As part of your prep process create an exhaustive list of all your accomplishments, skills, assets, valuable qualities, commendations, contributions, etc. This is not the time to be humble. This will allow you to show up with confidence and to reference your value with ease, seamlessly in the conversation.

  • Set high aspirations and expectations.

  • Focus on what you can do for/bring to the company. While past accomplishments are important, any organization is going to want to know what value you can bring to the table going forward.

  • Use ‘we’ language. Set the stage so that psychologically they see you as a valuable part of the team already. i.e. “I’m really looking forward to being able to help us achieve x,y,z targets and boost our growth in a,b,c areas.”

  • Practice the ask! Be sure to get comfortable with the numbers you intend to propose so you can deliver the ask with assurance.

  • Come from a mindset that is not cap in hand, with you convincing them to hire you, but rather, with them needing to convince you of why you should go there.

Negotiating fulfilling work is important. You deserve it. Work is a relationship. In fact, we typically spend more time at work than with our loved ones. Ensure you look for a workplace and environment that feeds your emotional, physical and financial health. In these unusual times with the unprecedented exodus from the workplace, now is a good time to leverage your bargaining power to negotiate your best work environment.