ALL STYLES + DISENGAGING

3 people

No facilitator input needed

90-120 minutes

 

  • Preparation: 20 minutes
  • Exercise: 30 minutes
  • Review: 1 hour 10 minutes

Instructions

Preparation (20 minutes)

 

Three people are needed to play the following roles: (a) a sales manager, (b) a data processing manager, and (c) a finance and administration manager. Choose the role you wish to play now. Then continue reading appropriate materials for your role only.

Role players should read carefully the information sheet for their role only. The general information is known by both parties, plus there is privileged information for the specific role. Each person should study the specific role so that it can be played without referring to the written material. Do not read the other roles before doing the exercise.

Prepare for this exercise by becoming familiar with the facts and assumptions in your information sheet. Try to adopt the attitudes and feelings of the person in this position. Prepare your Influence Objectives and your Core Style Statement before you meet with the other parties.

Information known to all Parties

You are employed as a manager by Datamatics, Inc., a company that provides data processing services on a contract basis to private firms and government agencies.

ABC Corporation is one of your largest customers. You have been handling all of ABC Corporation’s data processing requirements under a five-year contract that has one year remaining.

During the last year, ABC Corporation has begun to complain about having to wait too long for essential information. The responsible Datamatics managers are aware that they have missed several important report deadlines.

According to your sales representative who handles the account, ABC Corporation is giving serious consideration to looking elsewhere for data processing services when the present contract expires in 12 months. The loss of ABC Corporation’s business would be a serious blow to your company, especially since ABC’s data processing needs are expected to double in the next few years.

The most obvious solution is to increase computer capacity, probably by adding another mainframe computer. However, increased competition has caused extreme downward pressure on prices throughout your industry. In order to remain profitable, Datamatics has instituted a rigorous cost control program. As a result, the company has very little surplus capacity to handle peak load periods, and has shown a reluctance to add new capacity until justified by signed contracts.

The annual plan of Datamatics includes an extensive new business campaign. In anticipation of its success, money has been budgeted for an additional computer to come on-line in about 12 months to handle increased demand resulting from new contracts.

The sales manager responsible for the ABC Corporation business has set up a meeting with two colleagues: the data processing (DP) manager responsible for servicing ABC Corporation, and the finance and administration (F & A) manager who must authorise any non-budgeted capital expenditures.

Information known only to The Sales Manager

ABC Corporation was the first large sale you made after you joined Datamatics, Inc. as a sales representative. You continue to maintain close personal contact with people at ABC, even though a sales representative reporting to you handles the account.

Last week, the responsible ABC Corporation manager gave your sales representative until tomorrow to convince him that Datamatics will be able to meet contract specifications during the last year of the contract. If the evidence is not convincing, the ABC manager said that ABC will find a new company to take over the account at the end of the contract. Your personal contacts have confirmed that ABC is indeed serious about dumping Datamatics, and that ABC management will reconsider only if your company can convince them in writing that deadlines can be met.

When you have talked to your data processing manager about missed deadlines, you have been told that it probably would not happen again. But it has happened again, several times.

The last time you talked, the DP manager offered to subcontract out ABC Corporation’s work to avoid missing another deadline. You told the DP manager that subcontracting would be unacceptable to ABC Corporation because of the confidential nature of their data, although you did not actually check with them. If work is going to be subcontracted, it will have to be someone else’s. You will have no chance of getting ABC Corporation to renew their contract if they find out Datamatics cannot handle their work internally.

This morning on the telephone, the DP manager hinted that if enough pressure was exerted, the finance and administration department might authorise the immediate purchase of another computer. Increased capacity would certainly solve the problem. However, you believe that if the DP manager would give ABC Corporation top priority, the work could get out on time.

You do not care how the problem is solved, as long as you have something in writing that will convince ABC Corporation that Datamatics is serious about servicing their account.

You know ABC would be satisfied if you could show them that the finance and administration department had authorised the immediate purchase of a new computer. They probably would accept a letter from the DP manager guaranteeing that their deadlines would be met. It would be difficult to sell ABC with anything less.

Since the meeting with ABC is tomorrow morning, you must get a decision at today’s meeting.

  • Influence Objective(s)
  • Influence Style or Behaviour you intend to practise
  • Core Style Statement
Information known only to The Data Processing Manager

Despite your best efforts, you are having trouble processing data fast enough during peak periods to meet customer deadlines. Several sales representatives have forwarded customer complaints to you, but until now you have been able to spread the late reports around so that no one customer or sales representative has gotten too upset.

Now, the sales manager is claiming that ABC Corporation is threatening to cancel its contract at the end of the year. Of course, sales people are always coming up with reasons why their customers must have better service, usually based on information from a “confidential source,” which means that it cannot be verified. But it could be true. If it is, you cannot blame the sales manager for being upset at the possibility of losing a very large account.

To handle the data processing load at the end of each month, you need a new computer now, not in a year. You can understand senior management’s reasons for not wanting to add new capacity until the last possible moment. But if you cannot provide timely service to current customers, the company may lose more business through cancellations than the new business campaign brings in.

You are always under pressure to give preferential treatment to one customer at the expense of another, but you hate to do it. It just creates another dissatisfied customer, which is hardly a solution to the problem.

You would like to subcontract work to other firms during peak periods, but in the past you have been criticised for doing so. Sales representatives maintain that their customers strongly object to having their proprietary data given to another firm for processing. Finance and Administration complains about the added expense of subcontracting, and its negative impact on profits. However, if the finance and administration manager refuses to release the funds for a new mainframe, subcontracting may be the only feasible solution.

If the ABC Corporation crisis turns out to be real, you hope it will convince the finance and administration manager that additional computer capacity is needed immediately. If not, some other solution will have to be found. You cannot afford any longer to be the scapegoat for missed deadlines.

  • Influence Objective(s)
  • Influence Style or Behaviour you intend to practise
  • Core Style Statement
Information known only to The Finance and Administration Manager

This situation is a familiar one to you. The Sales Department comes up with a crisis to put pressure on the data processing for better performance to keep their customer happy. Data processing uses customer pressure to try to get more capacity to handle peak load periods, even though it isn’t needed 90 percent of the time and there is no additional revenue to pay for it.

Your job is to make sure that Datamatics remains profitable. Among other things, this means sticking to the budget. You can authorise non-budgeted expenditures, but you intend to exercise this authority very carefully.

It would be a serious blow to Datamatics to lose the ABC Corporation business – so serious, in fact, that you might be inclined to authorise the purchase of the new mainframe computer immediately if you were convinced it was the only way to ensure renewal of the contract.

In a similar situation two years ago, the data processing manager you will be meeting with today convinced you that an emergency existed that required the immediate purchase of additional computer capacity. As it turned out, the purchase could have been put off for several months.

Data processing managers live in constant fear of missing customer deadlines, because it can cost them their job. As a result, they are always looking for surplus computing capacity, even when there is less than one chance in one hundred that they will actually need it.

During a peak period a few months ago, the data processing manager subcontracted work on two large accounts to another firm, claiming a lack of computer capacity to do it in-house. Neither account was profitable for that month because of the additional expense. From your perspective, subcontracting is not a good alternative if you expect to remain profitable.

  • Influence Objective(s)
  • Influence Style or Behaviour you intend to practise
  • Core Style Statement

Group Exercise (30 minutes)

 

  • Conduct the exercise: all parties carry out their roles in the meeting.
  • Enforce the 30 minute time limit.
  • Remember to record the exercise!

 

Review (1 hour 10 minutes)

 

Review and analyse your exercise. First, all group members should share your Influence Objectives and the Practice Styles that were your learning objectives. Provide brief evaluative feedback on how effective each other group member was in accomplishing objectives and practicing specific influence skills.

When you review the recording, look for missed opportunities to use the Behaviours you wished to practise, and ways you might have been more effective in accomplishing your learning goal for this exercise.

If you have time, repeat the role-play. Modify your behaviour based on the feedback you have received. Keep in mind that the opening few minutes are the most important. It is not necessary to reach a decision in this exercise replay, as long as each participant has several opportunities to speak.

At the end of the session take time to record useful feedback and learning in your Journal.