Personal Connection: How One Question Transformed an Advanced Excel and Generative AI Presentation

I have joined an initiative with Katy Dalgleish, Julie Rains, and my wife, Terri. We meet virtually once or twice weekly to discuss Seth’s lessons in “This is Strategy.”

While we quickly cover a lot of ground, and Seth’s messages deserve greater focus and discussion, I enjoy the process from the perspective that “we never know where thoughts/ideas will collide,” and a practical use application will surface.

During a drive to Ocean City, MD, for the Maryland Government Finance Officers Association (MDGFOA) conference, I was contemplating Seth’s video five, which highlighted “16 questions to begin” as we approach the work of strategy.

While Don and I find our personal development work very compelling, convincing others of the value of committing their time to investing in themselves is a huge obstacle. As Seth notes in video five, “They don’t know what you know. They don’t want what you want.” These two sentences sat with me while we were driving and talking about the presentation Don would share over three and one-half hours starting at 1:00 PM.

How could we modify the presentation to turn the attention of the attendees and emphasize our mission is to enhance their professional performance and ability to contribute exponentially?

June 26, 2024 | Don and Bill Tomoff at Maryland Government Finance Officers Association Conference

Within the 16 questions, the following five reminded me that answers to these questions might help inspire the attendees to dedicate themselves to embracing personal growth. With each question, I have added brief thoughts on how our work impacts those on the receiving side:

Am I changing someone’s status quo?

Learning and development do change someone’s status quo. Embracing the initiative of personal growth is a commitment and a change that many find difficult. It often involves discomfort and requires time prioritization involving tradeoffs we would rather not deal with. The easy answer is to avoid changing anything in our daily lives that is already working for us.

Why would anyone voluntarily choose to be part of this work?

If you ask anyone, “Would you like to improve your critical thinking, skill set, and ability to contribute more significantly?” Most people would respond with a resounding “YES!” Choosing this more challenging yet rewarding path of personal development will change your life as the daily effort compounds over time, and the gratifying reward of growth becomes a part of your daily life.

What will they tell their colleagues?

Don and I think the magic can begin when word of mouth spreads to colleagues. As we learn and experience the rewards of learning, helping others must become an individual practice. Avid learners love to help others by sharing their expertise. And when we teach, we learn more.

Who gains in status, affiliation and power by supporting this work?

When personal development is embraced, the enhanced talents are noticed in the long run. By their example, learners inspire others to learn and can be recognized for their contributing abilities. The learner reaches levels of performance that are noticed by others. As learners are noticed, their status, affiliation, and power will grow.

Will early support translate into more support later?

Early support and the possible success that others achieve can elevate word-of-mouth and create a snowball of support as even more learn about successes achieved because of an individual decision to invest in themselves. Witnessing the growth of others and the successes they reach is very gratifying for Don and me. 

We hoped to change the “vibe” of the presentation, so we started with a heartfelt question. This start was as if we were sitting down and sharing a sincere conversation, saying, “We are on your side, and we want to help you.

Before we get started, I would like everyone to take a minute and reflect on the following: “What are two or three of the most important things in your life? Not only professionally, but overall.”

Posing this question and the ensuing brief conversation about “What is important to YOU?” made the audience more curious and receptive.

The responses we have received were in line with our thoughts and included the following:

  • Family
  • Focusing on self-care
  • Enjoying hobbies
  • Making a difference
  • Feeling a greater purpose

Our goal today? We want to help you reclaim your time to enable you to prioritize more time for the most important aspects of your life.

Then, towards the end of the day, to wrap the session, Don reiterated:

“Remember, the overall theme of what we are doing today: We want to help you reclaim your time for the most important things in your life.”

The session and the audience engagement were inspiring. Had our last-minute modification to starting the presentation made a difference for the entire day? We believe so and plan to continue using and refining this change in future presentations!

During our debrief of the presentation, Don and I agreed that starting with the personal question, “What is most important to you?” changed the tone of the entire day. The attendees’ engagement during the session and one-on-one discussions afterward led us to conclude that we must build this momentum into the future!

To help evaluate and evolve the approach in the future, I collaborated with ChatGPT to assess our thoughts and then asked for suggestions for improvement. The response from ChatGPT has spurred our creativity. The prompt and response are provided below.

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Collaboration with ChatGPT

Prompt:

My twin Don and I are working on modifying the kickoff to our discussions about technology and gen AI adoption (e.g., ChatGPT) when making presentations. Focusing on the audience and asking them to consider what is most important in their lives is a way to increase interest and curiosity and ultimately encourage the adoption of our suggestions.

Please read the revision below and let us know your thoughts. You are an expert presenter who can inspire others to take action. Please take a deep breath and carefully think before you respond. This change is significant, and we want it to have the maximum effect on the success of our efforts.

“Before we get started, I would like everyone to take one minute and reflect on the following: “What are two or three of the most important things in your life? Not only professionally, but overall.”

Started the session with this question. Posing this question and the brief conversation about “What is important to YOU?” made the audience more curious and receptive.

Responses included:

  • Family
  • self-care
  • hobbies
  • greater purpose

“Our goal today? We want to help you reclaim your time to enable you to prioritize more time for the most important aspects in your life.”

to wrap the session:

“Remember, the overall theme of what we are doing today: We want to help you reclaim your time for the most important things in your life.”

Response:

Your revised approach for the kickoff of your technology and AI adoption discussions is well-crafted and focuses on what truly matters to the audience. Here’s a refined version to enhance clarity, engagement, and the impact of your presentation:

Opening:

“Before we get started, I’d like everyone to take a moment and reflect on this question: ‘What are the two or three most important things in your life, not just professionally, but overall?'”

Pause for reflection.

“Take a minute to think about it. What truly matters to you? Responses included:

  • Family
  • Self-care
  • Hobbies
  • Greater purpose

Starting our session with this question often makes everyone more curious and receptive.”

Transition:

“Our goal today is to help you reclaim time to prioritize what’s most important in your life.”

Wrap-up:

“Remember, the overall theme of what we are doing today is to help you reclaim your time for the most important things in your life.”

Thoughts and Suggestions:

1. Engagement: Starting with a reflective question is a great way to engage the audience and make the session personal. This strategy fosters a connection between the technology you’re discussing and the audience’s personal lives, making your message more relatable and compelling.

2. Clarity: By clearly listing typical responses, you guide the audience in their reflection and make it easier for them to relate.

3. Consistency: Repeating the theme of reclaiming time throughout your presentation reinforces your message and keeps the audience focused on the ultimate benefit of adopting the technology.

4. Empathy: Your approach shows empathy and understanding of the audience’s needs and values, which can increase their openness to your suggestions.

This refined structure ensures your presentation is engaging, clear, and impactful, helping you achieve your goal of fostering curiosity and adoption of your recommendations.