Oct. 19, 2024

Three Keys to Finding the Right Decisionmaker in any System

Three Keys to Finding the Right Decisionmaker in any System

As an advocate, one of your main goals is to get to the money and policy decision makers that have the power to make decisions that are going to affect your organization and the people you serve. And one of the things I hear a lot from nonprofit leaders is that especially with contracting and some agencies, it's not that easy to find who's really in charge and what's going on in there. It’s not always clear who has the power to make that decision. 

And what I notice is that a lot of folks spend way more time than they need, trying to get to the bottom of that. So in this episode I’m sharing three keys that will help you get to those answers about who's really in charge, much faster, much more efficiently. So that you can get to the real work of engaging those decision-makers, and building a partnership and getting to the decisions you want. 

In this episode, we share:

  • The missing information that makes decisionmaking systems feel opaque and confusing
  • The three organizing principles that decisionmaking systems are built on
  • How to find or build a roadmap to any decisionmaking system
  • How to find a local guide who can fill in the details of your roadmap that aren’t written down anywhere
  • How to identify patterns across different organizations so you can decode their decisionmaking process
  • How to get to the point where you know exactly which questions to ask to quickly identify the key players in any system


If you found value in this episode, please share it with other progressive nonprofit leaders.  And I’d be grateful if you would leave a rating and review on Apple podcasts, which will help even more people find out about this podcast.

Thanks!

 

Transcript
WEBVTT

00:00:00.000 --> 00:00:02.580
You're listening to the Nonprofit Power Podcast.

00:00:03.218 --> 00:00:09.445
In today's episode, we share three keys to finding the right decision maker in any system.

00:00:09.926 --> 00:00:11.275
So stay tuned.

00:00:17.346 --> 00:00:26.306
If you want to have real and powerful influence over the money and policy decisions that impact your organization and the people you serve, then you're in the right place.

00:00:26.885 --> 00:00:39.865
I'm Kath Patrick and I've helped dozens of progressive nonprofit leaders take their organizations to new and higher levels of impact and success by building powerful influence with the decision makers that matter.

00:00:40.485 --> 00:00:48.875
It is possible to get a critical mass of the money and policy decision makers in your world to be as invested in your success as you are.

00:00:49.195 --> 00:00:51.725
To have them seeking you out as an equal partner.

00:00:52.155 --> 00:00:55.865
And to have them Bringing opportunities and resources to you.

00:00:56.475 --> 00:00:58.615
This podcast will help you do just that.

00:00:59.076 --> 00:01:02.015
Welcome to the Nonprofit Power Podcast.

00:01:07.596 --> 00:01:08.275
Hey there folks.

00:01:08.275 --> 00:01:10.346
Welcome to the Nonprofit Power Podcast.

00:01:10.706 --> 00:01:12.055
I'm your host, Kath Patrick.

00:01:12.365 --> 00:01:14.406
I'm so glad you're here for today's episode.

00:01:15.233 --> 00:01:25.013
As an advocate, one of your main goals is to get to the money and policy decision makers that have the power to make decisions that are going to affect your organization and the people you serve, right?

00:01:25.615 --> 00:01:30.415
This is the theme of our entire series of episodes, is how do you do this more effectively?

00:01:31.283 --> 00:01:48.712
And one of the things I hear a lot from nonprofit leaders is yeah, but like, especially with contracting and some agencies, it's not that easy to find who's really in charge and what's going on in there who has the power to make that decision anyway?

00:01:49.013 --> 00:01:50.662
That is not always clear.

00:01:51.503 --> 00:02:00.183
And what I notice is that a lot of folks spend way more time than they need, trying to get to the bottom of that.

00:02:00.868 --> 00:02:11.323
So what I want to share in this episode is three keys that will help you get to those answers about who's really in charge.

00:02:11.772 --> 00:02:14.052
Much faster, much more efficiently.

00:02:14.742 --> 00:02:22.866
So that you can get to the real work of engaging those decision-makers, and building a partnership and getting to the decisions you want.

00:02:23.746 --> 00:02:29.036
What would be really cool is if we had Google maps for decision-making.

00:02:29.389 --> 00:02:30.459
Wouldn't that be awesome.

00:02:30.846 --> 00:02:32.436
You plug in a destination.

00:02:33.306 --> 00:02:36.033
I want this decision-making result.

00:02:36.302 --> 00:02:38.372
In this organization or entity.

00:02:38.915 --> 00:02:40.026
How do I get there?

00:02:40.866 --> 00:02:47.286
And then up would pop directions, and you could just follow the little blue line and get there.

00:02:47.975 --> 00:02:52.086
With turn by turn directions coming out of your phone, telling you what to do.

00:02:52.506 --> 00:02:54.906
That would be really cool, but it doesn't exist.

00:02:55.385 --> 00:03:03.526
But what I do want to share is that there is in fact a roadmap for that decision-making structure.

00:03:04.149 --> 00:03:05.348
You just got to find it.

00:03:06.847 --> 00:03:13.266
So to help us think about that I'm going to use a mapping metaphor here that I'm going to go into some depth with.

00:03:13.717 --> 00:03:17.407
So stay with me on this because it's really going to be helpful.

00:03:17.882 --> 00:03:21.032
But you may partway through wonder why I'm talking about it.

00:03:21.032 --> 00:03:29.551
So I just want to let you know that there are actually really important parallels that I'm going to draw, but I want to set the stage with something that you know really well already.

00:03:29.980 --> 00:03:30.730
So here we go.

00:03:31.418 --> 00:03:35.848
So let's think about how you navigate in a town when you don't have Google maps.

00:03:36.251 --> 00:03:40.300
In your own town, where you already know where everything is pretty much right.

00:03:40.300 --> 00:03:47.890
You know where your grocery stores are, you know where the post office is, you know where your friends live and how to get to those places.

00:03:47.890 --> 00:03:49.031
And you don't really think about it.

00:03:49.510 --> 00:03:53.170
You go there so often that the route is already in your head.

00:03:53.561 --> 00:03:58.931
You might check Google maps just to check on traffic, but generally you don't need their help for a route.

00:03:58.931 --> 00:03:59.920
You know how to do it.

00:04:00.448 --> 00:04:09.568
And the reason you know how is that you've repeated this action multiple times, and you've built neural pathways in your brain that are now there.

00:04:10.098 --> 00:04:17.418
Once a pattern is built into your brain, you don't need to access your conscious thinking brain very much to get yourself to there.

00:04:18.228 --> 00:04:23.415
How often have you been walking or driving and found yourself on autopilot.

00:04:23.980 --> 00:04:28.091
And you just automatically going to a place and you get there and you're like, oh my gosh.

00:04:28.348 --> 00:04:29.338
My attention was elsewhere.

00:04:29.338 --> 00:04:30.567
I was listening to a podcast.

00:04:30.567 --> 00:04:31.528
I was doing whatever.

00:04:31.858 --> 00:04:33.478
And I'm here.

00:04:33.807 --> 00:04:34.348
Yay.

00:04:35.264 --> 00:04:45.641
So what happens when you're doing that is that your subconscious is using those established neural pathways to navigate for you, without needing to involve your conscious thinking brain.

00:04:46.310 --> 00:04:53.151
We have that capacity and we use it all the time when we're navigating in our own town, whether we realize it or not.

00:04:53.788 --> 00:05:05.718
Because we've built those neural pathways and we don't have to think, we don't think about all the patterns that are at work that make a town navigable.

00:05:06.387 --> 00:05:10.077
We don't really think about it until we go to a town that's not familiar.

00:05:10.641 --> 00:05:12.110
We've never been there before.

00:05:12.261 --> 00:05:15.591
And we're all confused because we don't know how the place is laid out.

00:05:15.591 --> 00:05:17.331
We don't know where things are.

00:05:17.630 --> 00:05:19.130
Where'd they put the post office?

00:05:19.161 --> 00:05:19.701
I don't know.

00:05:19.701 --> 00:05:20.980
Where're the good grocery stores?

00:05:20.980 --> 00:05:21.971
Where is anything?

00:05:22.555 --> 00:05:27.550
So the thing is when we're doing that, we just default to Google maps and it gets us there.

00:05:27.550 --> 00:05:28.901
And we just follow the little blue line.

00:05:28.930 --> 00:05:29.500
That's cool.

00:05:30.250 --> 00:05:39.531
But what is actually true is that every town, at least in the U S, is laid out in a fairly predictable way.

00:05:39.925 --> 00:05:40.764
There's a grid.

00:05:41.127 --> 00:05:46.117
And generally speaking, streets run parallel to one another on that grid.

00:05:46.584 --> 00:05:48.595
It's like a tic-tac-toe board only really big.

00:05:49.161 --> 00:05:51.711
One set of streets runs north to south.

00:05:52.490 --> 00:05:55.461
And another set of streets, the crosshatches, run east west.

00:05:56.211 --> 00:06:00.708
That is almost a universal pattern in how towns are laid out in the U S.

00:06:01.548 --> 00:06:09.528
Then you add the fact that many towns, especially older ones, are built around natural features.

00:06:09.918 --> 00:06:18.048
Water is very common, so there'll be lakes, there'll be rivers and streams and other water things that are built around.

00:06:18.437 --> 00:06:22.218
In other areas there may also be mountains or other natural features.

00:06:22.798 --> 00:06:24.887
And so the grid is there.

00:06:25.338 --> 00:06:29.148
But it will break the rules when it has to go around those features.

00:06:29.937 --> 00:06:32.608
But even that is an established pattern.

00:06:33.261 --> 00:06:39.024
What's interesting is that every once in a while you'll have a town that doesn't follow those rules.

00:06:39.600 --> 00:06:43.550
I've lived and worked in the Washington DC area for a long time.

00:06:44.214 --> 00:06:45.927
And there is a grid.

00:06:46.464 --> 00:06:50.665
But there are additional patterns that are very important to know about.

00:06:50.665 --> 00:06:54.925
And if you don't know about them, the city is incredibly confusing for people.

00:06:55.725 --> 00:06:56.504
So we have a grid.

00:06:56.595 --> 00:06:57.795
We have our north to south streets.

00:06:57.795 --> 00:07:00.225
We have our east to west streets and those are very clear.

00:07:00.495 --> 00:07:02.894
That's the same grid you have anywhere in America.

00:07:03.675 --> 00:07:07.845
But then we also have two other very important things going on.

00:07:08.670 --> 00:07:14.281
We have a hub and spoke system that is layered over that grid.

00:07:15.060 --> 00:07:24.521
And so throughout the city, there are these roundabout hubs that have diagonal streets radiating out from them.

00:07:24.550 --> 00:07:28.360
And those diagonal streets span the entire city.

00:07:28.821 --> 00:07:37.290
And those roundabouts and those hub and spoke set up confuse the crap out of people because they aren't familiar with it.

00:07:38.221 --> 00:07:42.540
And then one more key to the puzzle in Washington is that we have the US Capitol.

00:07:43.100 --> 00:07:48.261
Of course everybody knows we have the US Capitol, but what most people don't understand is how it affects the grid.

00:07:48.887 --> 00:07:55.148
If you've ever been to Washington, you know that all streets come with one of four designations.

00:07:55.718 --> 00:08:01.915
They are labeled either Northeast, southeast, southwest, or Northwest.

00:08:02.271 --> 00:08:05.990
Because the center of the grid is the U S Capitol.

00:08:06.625 --> 00:08:13.370
All the streets lying to the north and east of the US Capitol have a Northeast in their address.

00:08:13.790 --> 00:08:14.540
And so on.

00:08:15.011 --> 00:08:17.380
Four quadrants each with its own designation.

00:08:18.071 --> 00:08:26.651
So if you see an address that says XYZ street Northwest, you know that it is in the Northwest quadrant, radiating from the capital.

00:08:27.225 --> 00:08:30.548
And if you go one layer deeper on how this is all organized.

00:08:31.081 --> 00:08:34.740
And I promise you, this is going somewhere that's very important.

00:08:34.740 --> 00:08:36.600
This is a rather elaborate metaphor.

00:08:37.148 --> 00:08:45.298
But where it's going is to help you understand how decision-making structures follow these same kinds of rules and patterns.

00:08:45.327 --> 00:08:46.528
If you know they're there.

00:08:47.437 --> 00:08:49.658
So to continue this just one more layer.

00:08:50.201 --> 00:08:54.595
There are a set of naming conventions for how the streets are labeled.

00:08:55.044 --> 00:09:07.721
And at the most elementary level, it's very helpful to know that all of the streets that run east to west are a, letter of the alphabet or a word beginning with a letter of the alphabet in order.

00:09:08.081 --> 00:09:10.835
So you've have, ABC D and so on.

00:09:11.191 --> 00:09:12.120
With some exceptions.

00:09:12.120 --> 00:09:14.030
There are few letters of the alphabet that get left out.

00:09:14.660 --> 00:09:17.691
And then all the streets running north to south are numbered.

00:09:18.238 --> 00:09:24.238
And they do this on either side of the Capitol, just to make things more interesting.

00:09:24.748 --> 00:09:32.477
So on the north side of the Capitol, you have streets in the alphabet going up, ABC D et cetera.

00:09:33.197 --> 00:09:39.018
And south of the Capitol, you having another set of lettered streets going ABCD to the south.

00:09:39.684 --> 00:09:44.125
And how you know which is which is based on the quadrant they're assigned.

00:09:44.691 --> 00:09:50.061
If they have a Southeast or a Southwest, you know, that that is a lettered street on the south side of the Capitol.

00:09:50.600 --> 00:09:53.750
If it has a Northwest or Northeast, you know, that it is north of the Capitol.

00:09:53.961 --> 00:09:57.020
Similarly with the numbered streets, they go in both directions.

00:09:57.475 --> 00:10:02.034
So you have a first street on one side of the Capitol and a first street on the other side of the Capitol.

00:10:02.534 --> 00:10:06.195
And the only way you know which one is which, is again by its quadrant designation.

00:10:06.825 --> 00:10:12.434
So you can see why this is insanely confusing for people who don't understand how it's organized.

00:10:13.184 --> 00:10:19.538
Because if you say to somebody I'll meet you at the corner of 19th and M, and you don't say which quadrant.

00:10:20.077 --> 00:10:23.557
They could wind up in three other possible corners of the city.

00:10:23.817 --> 00:10:29.067
So it becomes very important to know this basic logic that undergirds the entire system.

00:10:29.748 --> 00:10:38.837
And then the other thing to know is with all those hub and spoke systems, all of the streets that radiate out from a hub and spoke are named after states.

00:10:39.298 --> 00:10:42.597
So maryland, Virginia, Rhode Island, New Hampshire, and so on.

00:10:43.268 --> 00:10:48.174
So if somebody says to you this building is on Maryland avenue.

00:10:48.541 --> 00:10:51.150
You immediately know that that is a diagonal street.

00:10:51.565 --> 00:10:59.154
Now until they give you which quadrant you don't know what part of the city it's in, but at least you know it's a diagonal street that radiates out from a hub and spoke somewhere.

00:11:00.018 --> 00:11:04.158
Now that's probably way more than you ever wanted to know about how Washington DC is laid out.

00:11:04.695 --> 00:11:15.225
But my point is, every additional layer of knowledge you have about how grids are structured gives you a fast track to understanding how to navigate them.

00:11:16.325 --> 00:11:18.154
So, okay, great.

00:11:18.154 --> 00:11:23.644
Kath, you've been yammering about streets and towns for a while now, what does that got to do with advocacy?

00:11:23.644 --> 00:11:24.815
And why am I listening to this?

00:11:25.745 --> 00:11:26.434
I'll tell you what.

00:11:27.154 --> 00:11:32.134
All of those patterns, all of those structures are built around a common set of rules.

00:11:32.674 --> 00:11:37.504
The exact same thing is true for decision-making structures.

00:11:38.404 --> 00:11:40.414
In whatever entity you're dealing with.

00:11:41.284 --> 00:11:54.215
So when everything feels confusing and opaque in a decision-making structure, what's super important to understand is that underlying that confusion and opacity, there are patterns.

00:11:54.815 --> 00:12:04.201
There are common structural elements, common system elements that exist in all of them, or at least within groups of them.

00:12:04.774 --> 00:12:18.424
And the more you know about how those are built, the easier it is to find out who's actually the decision maker you want to get to, and how to get to them and where they're located in that structure.

00:12:19.317 --> 00:12:26.981
And that's the reason I took you through this very elaborate metaphor, because it's one that you have experience with every day of your life.

00:12:27.727 --> 00:12:30.668
So the three keys that we're talking about here.

00:12:30.727 --> 00:12:40.360
Number one is, for every decision-making system or structure or process that someone has created, there is a roadmap somewhere.

00:12:40.480 --> 00:12:44.860
There is a design underpinning that, and there is a roadmap to that design.

00:12:45.791 --> 00:12:50.860
With the town grids, those are laid out with the overarching purpose of ease of navigation.

00:12:51.520 --> 00:12:59.591
That is their primary job is to make it easy to get around and to make it be logical and clearly understandable about how to navigate.

00:13:00.294 --> 00:13:05.485
Unfortunately most decision-making structures are not organized around that principle.

00:13:06.110 --> 00:13:09.410
They're instead organized around how to get work done.

00:13:10.085 --> 00:13:14.914
You know, these decision-making structures exist in some sort of organizational entity.

00:13:15.245 --> 00:13:24.530
Whether it's elected governmental bodies, or a government agency, or whether it's private enterprise or a nonprofit or foundation, whatever it is.

00:13:25.274 --> 00:13:29.620
Each of those decision-making structures are organized around getting the work done.

00:13:30.221 --> 00:13:36.160
And with the goal of having the decision-making flow be as logical and as efficient as possible.

00:13:36.250 --> 00:13:37.780
So the work can get done.

00:13:38.528 --> 00:13:40.028
There's always logic behind it.

00:13:40.118 --> 00:13:42.337
And there's always a roadmap to that.

00:13:43.048 --> 00:13:50.120
The accessibility of that logic and roadmap will definitely vary by type of organizational entity.

00:13:50.571 --> 00:13:55.880
The more accountable the entity is to the public, the more transparent their decision-making structure will be.

00:13:56.498 --> 00:14:02.798
So like with elected officials, if you think about city councils, county boards, state legislatures, Congress.

00:14:03.727 --> 00:14:15.860
You can go to any of those websites and it'll show you all the committee structures and all the who's in charge of what, and it'll give you a pretty good roadmap of that kind of basic structure.

00:14:16.654 --> 00:14:21.004
Most governmental agencies at least have an org chart somewhere.

00:14:21.695 --> 00:14:27.280
If they're big enough, if they're big enough to have enough people, then they've got an organizational chart somewhere.

00:14:27.957 --> 00:14:34.758
But when you get to foundations, They probably have an org chart, but they may or may not make that public.

00:14:35.317 --> 00:14:45.738
But they will generally have information on their website in their about section, about their leadership and staff, from which you can start to build a rough org chart on your own.

00:14:46.418 --> 00:14:47.918
Now private enterprise.

00:14:48.168 --> 00:14:54.875
Which for those of you who are interacting with private companies for contracting or for other partnerships.

00:14:55.480 --> 00:14:57.880
They're not accountable to the public in the same way.

00:14:57.910 --> 00:15:03.980
Their primary accountability is to either their owners or their shareholders, depending on whether they're publicly traded.

00:15:04.674 --> 00:15:11.085
And so their decision-making roadmaps are available to the people who are inside that organization.

00:15:11.388 --> 00:15:16.278
But they have no particular incentive to make that information available outside the organization.

00:15:16.918 --> 00:15:18.238
Other than the very top.

00:15:18.697 --> 00:15:20.788
Like for SEC reporting stuff.

00:15:20.817 --> 00:15:22.857
They have to say who the executive officers are.

00:15:22.888 --> 00:15:25.768
But in a larger company that doesn't really help you.

00:15:26.187 --> 00:15:30.567
Because you're probably interacting with people who are mid tier decision-makers.

00:15:30.567 --> 00:15:32.525
And they're not going to show up most of the time.

00:15:33.099 --> 00:15:35.499
So those require quite a bit more detective work.

00:15:36.099 --> 00:15:51.068
But whichever one you're dealing with, it's really helpful to understand that they're all organized around the fundamental principles of getting the work done, trying to have clear lines of authority and accountability, and to be as efficient as possible.

00:15:51.898 --> 00:16:00.952
So your first task, when encountering an unfamiliar decision-making system or process or structure, is to find the roadmap.

00:16:01.702 --> 00:16:02.602
Cause it's there.

00:16:03.702 --> 00:16:05.023
And once you find it.

00:16:05.293 --> 00:16:11.596
Then the next most important thing to realize is that the map itself is incomplete information.

00:16:12.525 --> 00:16:20.739
So once you get the roadmap, you look at that to get a general picture of how things are set up and where things are.

00:16:21.639 --> 00:16:25.509
It's going to tell you, like, what roles there are in the organization.

00:16:25.899 --> 00:16:27.428
Now this might be an org chart.

00:16:27.788 --> 00:16:31.839
It might be an index with titles of who works there.

00:16:32.278 --> 00:16:33.778
It depends on the entity.

00:16:34.283 --> 00:16:37.832
So you're going to gather as much of that as you can.

00:16:38.316 --> 00:16:40.115
But that's what you're going to have.

00:16:40.145 --> 00:16:41.046
You're going to have some names.

00:16:41.046 --> 00:16:42.966
You're going to have their roles, their titles.

00:16:43.326 --> 00:16:46.535
Maybe something about the function of those roles.

00:16:47.212 --> 00:16:48.022
And then there you are.

00:16:48.826 --> 00:16:52.528
So the second key is, you're going to need a local guide.

00:16:53.096 --> 00:16:55.916
You're going to need somebody to fill in the missing information for you.

00:16:56.503 --> 00:17:01.243
And so the simplest way to do that is to find a local guide who can tell you.

00:17:01.773 --> 00:17:07.930
Just like visiting a new town, most reliable source, always, of what's really going on is somebody who lives there.

00:17:08.680 --> 00:17:17.313
So similarly you want to know, either from someone who works at that place or someone who has done business with them who can tell you what's up.

00:17:17.789 --> 00:17:19.380
You want to know what's really going on.

00:17:20.066 --> 00:17:22.395
Now depending on where you are in your process.

00:17:22.395 --> 00:17:24.826
If you're just at the beginning, you might just need an overview.

00:17:25.326 --> 00:17:26.890
You might want the gossip.

00:17:27.353 --> 00:17:34.992
You definitely need to know whether the people listed as being in charge are actually in charge.

00:17:35.442 --> 00:17:38.413
Or whether there are unnamed gatekeepers.

00:17:38.442 --> 00:17:40.002
There almost always are.

00:17:40.682 --> 00:17:46.682
Other internal politics going on in that system or structure that really change how you get something done within it.

00:17:47.222 --> 00:17:52.623
All of that is information that is not going to show up in print any where.

00:17:53.200 --> 00:17:56.529
No matter how good a web researcher you are.

00:17:56.799 --> 00:17:58.210
That's not going to be written down.

00:17:59.230 --> 00:18:02.019
So that is the stuff for which you need a local guide.

00:18:03.190 --> 00:18:07.000
And let me just say a little more about gatekeepers because they're huge.

00:18:07.420 --> 00:18:10.509
There's almost always somebody who's gatekeeping for a decision maker.

00:18:10.779 --> 00:18:16.299
Now they may be a very aggressive gatekeeper, or they may be gatekeeper lite.

00:18:16.869 --> 00:18:19.992
And that's again, intel you're going to need to know.

00:18:20.053 --> 00:18:21.643
Because here's why.

00:18:22.559 --> 00:18:27.403
If susie Smith is the decider for say, contracts.

00:18:27.846 --> 00:18:30.115
In an agency or in a private entity.

00:18:30.702 --> 00:18:32.262
And she has total authority.

00:18:32.262 --> 00:18:36.343
Once she decides to do a contract, to do a deal, then it's happening.

00:18:36.913 --> 00:18:38.833
Problem is you can't get to Suzy.

00:18:39.536 --> 00:18:49.538
There's somebody in between whose job it is to vet all of the things, all of the requests, all of the desired deals coming in the door.

00:18:49.929 --> 00:18:53.019
And you got to talk to that person first and win them over.

00:18:53.138 --> 00:18:58.199
And if you get their recommendation, then you know Susie is going to be an easy sell.

00:18:58.796 --> 00:19:03.992
But you're never going to get to Suzy if you don't talk to Mary Jones who's in between.

00:19:04.803 --> 00:19:07.803
Those kinds of things are not going to be written down.

00:19:07.803 --> 00:19:09.931
You just have to ask somebody.

00:19:10.465 --> 00:19:19.346
And like I say, the two most reliable sources are somebody who works there, or somebody that you know in your circle of colleagues, who's done business with that entity as well.

00:19:20.016 --> 00:19:21.185
There are other sources.

00:19:21.215 --> 00:19:22.806
I mean, obviously you tap your network.

00:19:22.855 --> 00:19:23.756
You ask around.

00:19:23.786 --> 00:19:25.435
But I would start there.

00:19:26.185 --> 00:19:28.195
So you're going to need to have both.

00:19:28.236 --> 00:19:29.016
You need the roadmap.

00:19:29.375 --> 00:19:43.383
But then you also need the local guide who tells you what's really going on and how the official structure actually works, what those unofficial rules are, what those unofficial barriers and gatekeepers, what all of that looks like.

00:19:44.123 --> 00:19:49.613
And then once you have that, now you've got the beginnings of a roadmap you can actually use.

00:19:49.823 --> 00:19:56.482
And you can begin to plot a strategy for who do I need to engage on my way to getting to that decision maker.

00:19:57.429 --> 00:20:11.384
The third piece, the third key is to understand that within categories of systems like elected government, government agencies, contracting with government, contracting with private enterprise.

00:20:12.044 --> 00:20:21.727
That all those categories of entities have systems and structures that tend to be similar to their counterparts in other places.

00:20:22.336 --> 00:20:24.400
So let me make that a little more concrete.

00:20:24.400 --> 00:20:28.104
So like, if we're talking about a state department of labor.

00:20:28.433 --> 00:20:30.653
Or a state department of health.

00:20:31.084 --> 00:20:39.874
They're organized in very similar ways to say the county department of labor or the county department of health or to the corresponding city department.

00:20:40.084 --> 00:20:42.574
They tend to have similar structures within them.

00:20:43.084 --> 00:20:50.644
Now, very broadly, state government agencies, county, city, government agencies all tend to have similar structures.

00:20:51.034 --> 00:21:00.453
But when you become more topic specific, then you will get even more clarity about how the structure is set up, based on what they're focused on.

00:21:01.144 --> 00:21:12.186
And a lot of the reason for that is because a lot of government agencies have somewhere at the top of their funding stream, they've got federal funds coming through.

00:21:12.186 --> 00:21:17.287
And that the flow of federal funds tends to dictate to some extent how they're structured.

00:21:17.707 --> 00:21:23.794
But there's also just given functions for a health department, or given functions for a labor department that they have to do.

00:21:24.480 --> 00:21:28.529
And so you know that those functions are going to be there, and they're going to be mapped out.

00:21:28.529 --> 00:21:34.079
And then there are subsets of those pieces that all have to get attended to.

00:21:34.319 --> 00:21:38.183
And so structures evolve to get the work done.

00:21:38.473 --> 00:21:39.913
And the work is the work.

00:21:40.003 --> 00:21:53.173
So once you understand that, then you can kind of apply what you know about say, if you've done business with a city department of health, and now you want to do business with the state department of health.

00:21:53.653 --> 00:22:00.517
You can take a lot of your knowledge about how that city agency is structured, and apply it to the state.

00:22:01.146 --> 00:22:02.977
Now there will obviously be differences.

00:22:03.426 --> 00:22:08.497
But you already have Intel if you've done business with something in that tier.

00:22:09.477 --> 00:22:15.794
Similarly, if you've done business with one type of private enterprise contracting entity.

00:22:16.259 --> 00:22:17.700
Whatever issue you're dealing with.

00:22:17.779 --> 00:22:20.660
We'll stick with healthcare since that seems to be in my head today.

00:22:21.369 --> 00:22:28.416
If you're dealing with hospitals or you're dealing with managed care organizations or you're dealing with insurance companies.

00:22:28.980 --> 00:22:34.727
Each of those are going to be structured similarly to others of their ilk.

00:22:35.044 --> 00:22:35.433
Right.

00:22:35.720 --> 00:22:43.894
So it would be unusual to find hospital A with a completely different management and decision-making making structure from hospital B.

00:22:44.609 --> 00:22:51.099
Again, systems and structures and decision-making are organized around the work of the entity.

00:22:51.767 --> 00:22:55.847
The work is organized in fairly logical ways most of the time.

00:22:56.288 --> 00:23:05.760
And so once you understand what that type of entities way of organizing around their work is, it's likely to be similar in other entities.

00:23:06.421 --> 00:23:07.800
I hope this is making sense.

00:23:08.682 --> 00:23:09.184
Folks.

00:23:09.305 --> 00:23:14.375
struggle so much with untangling the decision-making structures in any given organization.

00:23:14.948 --> 00:23:21.394
And my goal here is to help you see that there are a lot of replicated similarities.

00:23:21.394 --> 00:23:27.065
That there's a lot of overlap and similarity in in structures within a particular type of entity.

00:23:27.424 --> 00:23:36.994
And that once you get a feel for that, you can be a lot faster and more efficient in untangling what's going on in any specific individual organization or entity.

00:23:37.174 --> 00:23:41.315
Because you already kind of have that essential roadmap.

00:23:42.214 --> 00:23:47.194
And then it's just a matter of finding out what does that roadmap look like inside this entity?

00:23:47.404 --> 00:23:49.085
How does it differ slightly?

00:23:49.505 --> 00:23:52.174
But it's not going to differ wildly, typically.

00:23:53.115 --> 00:24:00.077
So basically if you learn the structure of one, you have less work to do to learn the structure of another of its similar kind.

00:24:00.738 --> 00:24:02.057
That's the basic concept.

00:24:02.748 --> 00:24:04.218
And when you do this enough.

00:24:04.545 --> 00:24:14.025
Like anything else with repetition over time, you begin to get to the point where you know exactly what roadmap questions you need to ask.

00:24:14.540 --> 00:24:18.830
And you already know how a lot of the decision-making is probably structured.

00:24:19.131 --> 00:24:26.721
And so you can start to ask much higher level questions that will get you to the next level of knowledge you need, much faster.

00:24:27.050 --> 00:24:28.250
And that's my goal for you.

00:24:28.250 --> 00:24:33.708
Is that you get really adept and efficient at your detective work on this.

00:24:34.095 --> 00:24:37.515
So that you can get to the heart of it quite quickly.

00:24:39.020 --> 00:24:39.830
This is a skill.

00:24:40.154 --> 00:24:43.184
So the more you do it, the better you're going to get at it.

00:24:43.214 --> 00:24:45.407
The more efficient you're going to get at it.

00:24:46.381 --> 00:24:53.111
And you know, I've been doing this forever, both for for organizations that I've worked with, and also for my clients.

00:24:53.451 --> 00:25:01.045
One of the big value adds that I bring to my private clients that I work with one-on-one, is that I will sometimes facilitate this for them.

00:25:01.505 --> 00:25:06.005
Very often a client will call and say, I can't figure out who's in charge of this thing.

00:25:06.484 --> 00:25:07.654
It's driving me crazy.

00:25:07.894 --> 00:25:09.275
What do you know about it?

00:25:10.174 --> 00:25:19.480
And because I've been doing it for so long and because I've worked with so many different kinds of decision making systems and structures at all levels of government and all levels of private enterprise.

00:25:20.201 --> 00:25:26.780
I've got basically a roadmap bank in my head of what it's likely to look like for any one of these things.

00:25:27.290 --> 00:25:29.631
So I can skip that part and go right to the.

00:25:29.750 --> 00:25:30.050
Okay.

00:25:30.080 --> 00:25:31.520
Well, what does that look like locally?

00:25:31.520 --> 00:25:32.510
What's going on here?

00:25:32.691 --> 00:25:35.451
These are the three questions you should ask of these people.

00:25:36.141 --> 00:25:37.191
Go find this person.

00:25:37.221 --> 00:25:40.275
That will be how you get to your next level.

00:25:41.451 --> 00:25:48.498
When you develop the skill to a high level, you now know which two or three questions are the core ones you need to ask.

00:25:49.066 --> 00:25:57.789
And you get right to the heart of it instead of Poking around and trying to figure stuff out and maybe not getting to the right person for quite a while.

00:25:57.789 --> 00:26:00.609
And, you know, just not being able to find your way.

00:26:01.000 --> 00:26:03.519
Because you haven't learned the patterns of the maps.

00:26:03.789 --> 00:26:14.970
And this is the thing to understand is that these maps, once you interact with these long enough, you realize that there is more in common across these roadmaps, than there are differences.

00:26:15.435 --> 00:26:17.445
It's just a matter of getting those patterns in your head.

00:26:18.202 --> 00:26:23.022
And it may be helpful to find a way to capture those patterns, to help them stick.

00:26:23.640 --> 00:26:24.329
Draw a map.

00:26:24.792 --> 00:26:26.502
or some other visual that works for you.

00:26:27.056 --> 00:26:33.715
Or if your brain works this way, you might want lists of key decision maker types and titles.

00:26:34.135 --> 00:26:35.155
Whatever works for you.

00:26:35.705 --> 00:26:37.536
But find a way to capture those patterns.

00:26:38.432 --> 00:26:38.883
So.

00:26:39.049 --> 00:26:42.289
The reason you're doing all this is because you want to influence the decision-making.

00:26:42.923 --> 00:26:47.873
You can't do that until you know who the heck is in charge, and what they're in charge of.

00:26:47.873 --> 00:26:51.022
And who the gatekeepers are and what their function is.

00:26:51.232 --> 00:26:54.853
You have to be able to identify the key decision makers.

00:26:55.306 --> 00:26:59.746
Figure out the shortest pathway to direct communication with them.

00:27:00.400 --> 00:27:05.319
And then begin your strategy of, okay, how are we going to engage them?

00:27:05.500 --> 00:27:07.029
What is our messaging going to be?

00:27:07.460 --> 00:27:10.380
All of that, that then becomes the next step in the process.

00:27:11.113 --> 00:27:23.269
But my goal for this episode was really just to help you simplify the process of figuring out who the heck is in charge of the decisions that you need made in order to get the result that you want.

00:27:23.869 --> 00:27:24.945
It is that simple.

00:27:25.720 --> 00:27:35.019
And then as you do this repeatedly for different types of entities, What you're going to discover is that basic roadmaps aren't that different across entities.

00:27:35.542 --> 00:27:38.782
Especially if they're in the same niche, but even across niches.

00:27:39.414 --> 00:27:43.365
Most entities in the U S have a hierarchy of decision-making.

00:27:44.055 --> 00:27:50.714
And within that hierarchy, there are certain types of decisions that have to go all the way to the top.

00:27:51.285 --> 00:27:54.404
And there are certain types of decisions that don't have to go all the way to the top.

00:27:55.055 --> 00:27:57.755
That'll depend in part on the size of the entity.

00:27:58.144 --> 00:28:02.315
In a small entity, it may be that most of the decisions are made at the top.

00:28:02.974 --> 00:28:07.295
In a very large entity, very few of those decisions are going to be made at the top.

00:28:07.505 --> 00:28:11.585
Particularly the types of decisions that are going to be affecting the work that you're trying to do with them.

00:28:12.208 --> 00:28:16.107
If you're trying to get a contract and you're dealing with a federal agency.

00:28:16.528 --> 00:28:19.827
The head of that federal agency is not involved in contracting decisions.

00:28:20.335 --> 00:28:21.325
That's delegated.

00:28:22.015 --> 00:28:29.414
But in a city department focused on the same thing, the head of that agency may very well be involved in contracting decisions.

00:28:29.865 --> 00:28:30.404
It depends.

00:28:30.555 --> 00:28:31.815
Depends on the size of the city.

00:28:32.115 --> 00:28:33.315
It depends on a lot of things.

00:28:33.785 --> 00:28:37.355
But you'll begin to get a feel for all of these elements.

00:28:38.001 --> 00:28:48.632
And as you do, it will allow you to ask more targeted questions, become more efficient at gathering the intel you need from your local guides.

00:28:49.164 --> 00:28:53.275
To pretty quickly get to the answer you really want.

00:28:53.892 --> 00:28:57.642
Which ultimately is who is in charge of the thing that I want.

00:28:58.092 --> 00:29:00.281
And who are their gatekeepers.

00:29:00.582 --> 00:29:06.612
And what is the shortest most direct efficient path to engaging that decision-maker.

00:29:07.224 --> 00:29:08.484
That's what you really want to know.

00:29:09.358 --> 00:29:11.489
So get your initial roadmap.

00:29:11.989 --> 00:29:16.128
Get your local guides to tell you the details of what goes on in that town.

00:29:16.654 --> 00:29:22.648
And then start to learn the patterns that happen across entities within a specific niche.

00:29:23.038 --> 00:29:25.229
And then entities more broadly.

00:29:25.798 --> 00:29:31.368
Until you have clarity about how decision-making structures tend to work.

00:29:31.848 --> 00:29:40.765
And begin to build that library of decision making structures and systems in your mind or on paper, whatever works for you.

00:29:41.424 --> 00:29:50.308
So that you can pull from those as needed when confronted with a new entity that you haven't dealt with before.

00:29:51.075 --> 00:30:00.144
When you have those three keys in place, you'll find it's a lot faster and easier to zero in on the relevant decision makers in any setting..

00:30:00.755 --> 00:30:04.055
The ones that are actually in charge of the thing you need.

00:30:04.654 --> 00:30:16.115
And then you can get to work on engaging them and building those relationships, confident that you're investing your energy in the relationships that will actually get you results.

00:30:16.861 --> 00:30:19.441
Thanks for listening and I'll see you in the next episode.

00:30:19.711 --> 00:30:22.080
Right here on the Nonprofit Power Podcast.