When Technical Experts Become Spokespeople: Communication Skills Leaders Need

When Technical Experts Become Spokespeople: Communication Skills Leaders Need

In many organizations, leadership roles are filled by people with the deepest technical expertise. The engineer who understands the system better than anyone else, the scientist whose research drives innovation, or the analyst whose insights consistently shape decisions often becomes the person leadership turns to when greater responsibility is needed.

This progression makes sense. Individuals with deep knowledge of the work often bring valuable insight to strategy, operations, and problem solving.

At the same time, the move from technical expert to leader changes the nature of the role in ways that are not always immediately apparent. The habits that support success as a technical specialist—detailed analysis, careful explanations, and the ability to personally solve complex problems—remain valuable. But leadership increasingly requires a different kind of communication.

Instead of explaining systems primarily to colleagues within their discipline, leaders must often explain ideas, decisions, and developments to a much broader set of audiences.

Those audiences may include executives, board members, investors, regulators, journalists, and the public.

As technical experts move into leadership roles, several communication shifts tend to occur.

From Specialist Communication to Organizational Communication

Technical experts often communicate primarily with colleagues who share a similar background. Conversations focus on analysis, methods, and the mechanics of how systems function.

Leadership expands the scope of those conversations. Instead of communicating only within their own field, leaders must often translate complex information so that people with different expertise can understand its implications.

Executives may want to understand the strategic impact of a technical development. Board members may want clarity about risks or investment decisions. Colleagues from other departments may need to understand how technical work connects to broader organizational goals.

The ability to explain complex ideas clearly across disciplines becomes a critical leadership skill.

From Solving Problems to Explaining Decisions

Technical experts often demonstrate their value by diagnosing problems and developing solutions.

Leaders still rely on that judgment, but their communication responsibilities evolve. Instead of presenting a technical solution alone, they must explain the reasoning behind decisions and help others understand the trade-offs involved.

This becomes particularly important when speaking with senior leadership. Executives and board members rarely need a detailed walkthrough of the technical process. What they need to understand are the implications: the decision being proposed, the potential risks, and how the issue affects the organization’s direction.

Communicating those elements clearly helps decision-makers act with confidence.

From Technical Detail to Strategic Context

Technical experts often present information through data, models, and system explanations.

Leadership communication operates at a broader level. Instead of focusing primarily on the mechanics of how something works, leaders help others understand why the work matters.

This shift becomes especially visible in presentations.

A technical expert might present analysis about a system’s performance. A leader presenting the same information may need to explain how that performance affects business results, customer outcomes, regulatory considerations, or long-term strategy.

In these situations, the challenge is not simply to explain the work. It is to communicate the meaning of the work.

Research from MIT Sloan School of Management highlights the role leaders play in helping organizations interpret complex environments. When information is distributed across specialized teams, leaders often help others understand what the information means and how it connects to larger priorities.

From Internal Communication to Public Communication

As technical experts move into leadership roles, their communication responsibilities often extend beyond the organization.

Leaders may find themselves speaking with regulators, investors, journalists, or members of the public about the organization’s work. In those settings, they represent not only their expertise but also the credibility and reputation of the organization.

Communicating clearly under scrutiny requires a different set of skills. Leaders must be able to explain complex topics in language that non-specialists can understand while remaining accurate, composed, and thoughtful in their responses.

This is particularly important when organizations face challenging questions or heightened public attention.

From Technical Credibility to Leadership Presence

Technical experts often establish credibility through analytical precision and depth of knowledge.

Leadership roles require those strengths, but they also introduce another dimension: leadership presence.

Leaders are frequently asked to communicate in situations where their ability to remain clear, composed, and confident influences how their ideas are received. They may need to present major initiatives, respond to difficult questions from executives, or represent the organization publicly during important moments.

In these situations, communication becomes a visible part of leadership.

The ability to present ideas clearly, listen carefully, respond thoughtfully, and remain calm under pressure can shape how decisions are made and how organizations are perceived.

For many technical experts, developing these communication skills—public speaking, executive communication, and media readiness—becomes an important part of the transition into leadership.

When Expertise Meets Leadership Communication

Technical expertise does not become less important when professionals move into leadership roles. Instead, its influence expands.

When leaders combine deep knowledge with strong communication, emotional intelligence, and the ability to speak clearly to different audiences, their expertise becomes far more powerful.

It becomes a foundation not only for solving problems, but for guiding decisions, shaping understanding, and representing the organization with clarity and credibility.

Resources

Harvard Business Review / Harvard Business School – Watkins, Michael D. The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter.
https://hbr.org/2013/01/the-first-90-days

Hill, Linda A. “Becoming the Boss.” Harvard Business Review. – https://hbr.org/2007/01/becoming-the-boss

MIT Sloan School of Management – Ancona, Deborah; Malone, Thomas; Orlikowski, Wanda; Senge, Peter. “In Praise of the Incomplete Leader.” MIT Sloan Management Review. – https://sloanreview.mit.edu/article/in-praise-of-the-incomplete-leader/

National Bureau of Economic Research – Goodall, Amanda H. “Physician-Leaders and Hospital Performance.”
https://www.nber.org/papers/w16520

McKinsey & Company – Leadership research on organizational effectiveness and strategic alignment.
https://www.mckinsey.com/capabilities/people-and-organizational-performance

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

Set Boundaries for Effective Media Interviews

Set Boundaries for Effective Media Interviews

 

Protect Your Message, Reduce Anxiety, and Align With Strategy

Fear before an interview or public appearance is often fear of the unknown—especially the “What if they ask me about ___?” spiral. One of the most effective ways to reduce that anxiety and protect your message is to set clear boundaries in advance: what you will and won’t discuss, and how you’ll respond when a line of questioning drifts outside those limits. It’s important to define this for any spokespeople who will face the media or podcast hosts. Boundaries aren’t evasive; they’re professional. They help you remain confident, conserve energy, and keep your narrative on track. For organizations, they are also essential safeguards—ensuring that spokespeople reinforce the company’s strategy and protect sensitive information.  

 

Why Boundaries Matter

Less fear, more control (for individuals).
Uncertainty fuels nerves. When you pre-decide what’s in-bounds and rehearse responses to sensitive questions, you eliminate much of the “unknown.” Confidence rises, and you feel more in control of the narrative.

Strategic focus over time (for organizations).
Stating and maintaining boundaries doesn’t just protect one interview—it sets expectations for future ones. Journalists and audiences learn what you will and won’t discuss, which shapes the types of questions and invitations you receive going forward.

Message protection (for everyone).
Not every topic deserves more oxygen. Boundaries help avoid giving airtime to distractions or controversies. At the organizational level, this prevents confidential details, unannounced financials, or legal issues from slipping into the public record.

Brand alignment.
Every spokesperson is a steward of the brand. Boundaries ensure that individuals’ personal disclosures or offhand remarks don’t conflict with the company’s core values, messaging priorities, or long-term strategy.

Identifying your own boundaries is powerful, but the real confidence comes when you practice them under pressure. That’s why live coaching and rehearsal with feedback are such important parts of media training.  

 

A Strategic Framework for Setting Boundaries

Click this quick-reference image to download and keep handy for future interviews.

Infographic: 5-part framework for setting interview boundaries—Need to Know, Nice to Know, Not for Public Consumption, Outside Your Scope, and Long-Tail Impact—with example boundary + bridge phrases.

  When preparing yourself—or your team—for interviews, use this five-part filter:

  1. Need to Know
    Facts that help the audience understand your work and make informed decisions. Share these clearly and consistently.
  2. Nice to Know
    Details that are interesting but not essential. Share selectively, only if they reinforce your message and fit within strategic goals.
  3. Not for Public Consumption
    Personal matters, legal or HR issues, client confidentiality, unannounced financials, proprietary data, and other sensitive areas. Decide in advance that these are off-limits. Respond unapologetically with: “We don’t share ___.” Then, pivot to a prepared talking point.
  4. Outside Your Scope
    Be clear on what you—or your team—can speak to with authority. Anything outside your area of expertise or responsibility should be redirected to the appropriate person. This prevents speculation and maintains credibility.
  5. Long-tail Impact
    If you answer this once, are you willing to answer it again and again? Could it spark more questions you don’t want in the spotlight? Consider the ripple effect before opening that door.

This framework provides a starting point. For organizations, boundaries should be tailored to your industry, compliance requirements, and brand strategy. That’s where structured training ensures consistency with all spokespeople.  

 

Aligning Boundaries With Company Strategy

This is where organizations often stumble. Individual spokespeople may prepare personal boundaries, but without alignment, they risk sending mixed signals. To prevent this:

  • Define organizational red lines. Leadership, PR, and legal should agree on topics that are categorically off-limits (e.g., pending litigation, unannounced partnerships, internal HR matters).
  • Prioritize strategic narratives. Identify the top 3–4 themes the company wants to advance in every media appearance. Boundaries should serve as guardrails that funnel conversations back to these points.
  • Assign ownership. Clarify who speaks to what (CEO, CFO, subject-matter expert, etc.). If someone is asked questions outside their scope of expertise or responsibility, they should confidently redirect.
  • Codify it. Document boundaries and talking points in a media guide or briefing memo so every spokesperson is aligned.
  • Train for consistency. Run simulations where team members are pressed with difficult questions to practice both setting boundaries and bridging back to strategy.

 

Common Boundary Categories

  • Personal life (family, relationship status, health)
  • Financials (compensation, investor details, non-public numbers)
  • Litigation, HR, or confidential internal matters
  • Client, patient, or customer identities (unless you have explicit permission)
  • Proprietary processes, security, or IP details
  • Politics or unrelated topics that don’t serve the mission
  • Anything outside professional scope or credentials

For companies: add internal alignment categories such as future product roadmaps, M&A discussions, investor communications, and regulatory matters.  

 

How to Communicate Boundaries (Without Derailing the Conversation)

The goal isn’t to stonewall. It’s to stay composed, protect credibility, and steer back to meaningful points.

Boundary + bridge formula: state the boundary briefly, then redirect to a relevant point. Examples:

  • Outside scope: “That’s outside my area of expertise, but what I can share is…”
  • Confidential/proprietary: “That information is confidential, but here’s what I can say…”
  • Personal boundary: “I keep my personal life private. What I can share that’s relevant here is…”
  • Ongoing/legal: “I can’t comment while that’s in process. What I can address is…”
  • If pressed: “Out of respect for the people involved, I won’t go into that. The important point for your audience is…”

Sample phrases can be useful, but the challenge is delivering them smoothly, without hesitation, and pivoting back to your message in real time. Practicing these scenarios in a safe environment makes all the difference.  

 

Rehearse and Stress-Test Boundaries

Preparation transforms boundaries from theory into instinct. For both individuals and teams:

  • Identify likely sensitive topics. Draft boundaries for each.
  • Create bridges that connect back to strategic messages.
  • Add proof points (brief examples, data, or results) to strengthen credibility.
  • Role-play under pressure. Practice with colleagues or trainers playing persistent journalists to build confidence.

At the company level, include boundary-setting in crisis simulations and executive media training so responses are consistent across all spokespeople. It’s one thing to run through answers on your own. It’s another to face rapid-fire, persistent questioning that simulates real media pressure. That’s why team drills and expert feedback are essential parts of high-level preparation.  

 

The Bottom Line

Setting boundaries is not about withholding information—it’s about serving the audience well while staying focused, confident, and aligned with your goals. For individuals, it reduces anxiety and sharpens delivery. For organizations, it protects the brand, keeps messaging consistent, and ensures every media interaction advances the strategy rather than derailing it.  

 

Beyond Boundaries: Total Communication Readiness

Boundaries aren’t just about protecting information—they’re about protecting your credibility. With expert training, you or your team can walk into any interview knowing exactly how to respond with composure and alignment. Just as important, we focus on elevating overall communication skills and establishing preparation rituals that calm nerves, sharpen focus, and ensure you step into every appearance with confidence and clarity.  

To strengthen your skills—or prepare your team to stay on message—set up a complimentary consultation with Lisa Elia: https://calendly.com/emt-appt/consultation-with-lisa-elia

For more strategies to prepare for interviews, download my free Media & Podcast Interview Guide.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

Lisa Elia, Media Trainer, Public Speaking Coach, and Investor Pitch Coach -- Founder of Expert Media Training

Media & Podcast Interview Guide created by Media Trainer and Public Speaking Coach Lisa Elia

Tips for Being a Great Podcast Guest

Tips for Being a Great Podcast Guest

Productive Passions featured an interview with Lisa Elia on March 8, 2024.I had the pleasure of being a guest on Christy Tagye’s podcast, Productive Passions. We talked about many aspects of communication and public speaking and the importance of shifting your mindset to set you up for success and greater inner peace as a speaker and in other aspects of your life, and more.

You can listen to it on:
Apple
Podbean
Spotify
Amazon Music

 

If you’re going to be interviewed for a podcast, here are a few quick tips.

1. When you book the podcast, ask if there are some topics or questions that the host wants to cover. Even if you are provided with questions or topics, know that podcasts can move in a lot of directions, so be ready to talk about a variety of topics.

2. Listen to the podcast to get a feel for the interviewer’s style, the format and tone of the show, and the types of questions the interviewer asks. Some podcast hosts or their producers hold pre-calls to connect with their guests and talk about what they will discuss, but not everyone does this. Listening to several episodes of the podcast and researching the host will help you to feel like you already know them. This is the same advice I give people who are preparing for media interviews.

3. Consider who the audience is and what you want to share that will engage them or help them. Use words and phrases they will understand. If you’re addressing an audience within your industry or that’s on the same level as you in terms of business, you can use more sophisticated language and industry terms. If not, simplify your language and define terms that might be unfamiliar to them.

4. Know that podcasts generally have a more conversational, free-flowing cadence than most news interviews. You should prepare and rehearse responding to questions and speaking about your work and the ideas and stories you want to share, not aiming for verbatim memorization.

5. Don’t get too attached to your content. You might not have the opportunity to share everything you had hoped or planned to. Make peace with that.

6. When the podcast is released, share it with your network. Podcast hosts appreciate that, and this could make other podcast hosts more interested in working with you.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

5 Words to Remember to Communicate Effectively

5 Words to Remember to Communicate Effectively

5 Words to Remember for Effective Communication

When working with clients to develop their messaging, one question I ask many of them is, “If you only had two minutes to spend with someone, what advice would you give them that would change their life?” If you ask yourself this question at various times, you might come up with a variety of meaningful messages that you want to share.

I posed this question to myself and this is what I came up with years ago. It still works and it suits most business situations. It can also apply to many personal situations, too.

Be CLEAR.

 

Communicate with Love, Enthusiasm, Appreciation, and Respect.

 

Communicate! Don’t just say the words; be fully present and focused on the person or people you’re talking to. “C” could also stand for “commitment,” because your commitment to your business or mission should emanate from you.

Love. Express your love for what you do, the people you help, or the possibilities you’re creating through your work.

Enthusiasm. Describe your business or your mission with enthusiasm. Why is it exciting to the people you are addressing?

Appreciation. Explain your appreciation for the challenges faced by the people you’re helping; then share how they will appreciate the solution your product or service provides.

Respect. Respect your audience, their intelligence, and the time and attention they are giving to you.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

Quick Tip: Eliminate Fillers to Communicate More Effectively

Quick Tip: Eliminate Fillers to Communicate More Effectively

Eliminate fillers, such as “um, “like,” “you know,” and “I mean,” to communicate more clearly and confidently. You will appear more self-assured, polished, and prepared if you use fewer filler words.

The overuse of fillers detracts from your message. Quite often, people focus more on your filler words than your actual message. Furthermore, people might wrongly assume that your overuse of fillers means that you don’t know what you’re talking about, you’re lying, or that you’re nervous.

Pause when you need a moment to gather your thoughts and before responding to questions. Do this in EVERY conversation you have and you will get used to those moments of silence, which are actually helpful for listeners who are taking in the information you are delivering.

While some people might advise you to simply stop using fillers, it’s often more effective to replace a behavior you want to avoid with a behavior you want to exhibit. Replace fillers with silence.

The best way to become a great presenter, public speaker, or media spokesperson is to elevate your communication skills on a daily basis.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

Transparency, Clarity, and Compassion

Transparency, Clarity, and Compassion

We are living in a time of the greatest uncertainty that many of us have ever experienced. For most people, much of life beyond the present day is a question mark. Opacity and a lack of communication lead to mistrust and frustration.

The people who deliver clear information with genuine caring stand out and attract our attention. They represent the beacons of light, warm hearths, and steady presence that we crave at times like this. One doesn’t even need to have all the answers if a bit of direction, comfort, and confidence is conveyed. Some understanding of what lies ahead, even if it’s challenging, helps us to prepare.

Now more than ever people are seeking transparency, clarity, and compassion from politicians, business leaders, and others. What is needed is order in a time of chaos, calm in a time of crisis. We can also give this to the people in our lives.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

Four Steps to Prepare for Business Reopening During COVID-19

Four Steps to Prepare for Business Reopening During COVID-19

Four Steps to Prepare for Business Reopening During COVID-19

Now Is the Time to Plan for Changes in Procedures and Communications

With all of the adjustments that most companies have made to respond to the COVID-19 pandemic, it’s easy to focus primarily on the challenges in front of you. However, for business leaders, this is precisely the time to think about the shifts you will need to make to do business when social distancing mandates have lifted. You can take the same approach to planning for business reopening during COVID-19 that I use when working with clients to create both a general communication plan and the health-related component of a crisis communication plan. Communication planning is best when it is customized, but here are four steps that most businesses can follow.

Four Steps to Prepare for Business Reopening During COVID-19

1. Identify risk perceptions and misconceptions.

2. Identify actual risks.

3. Examine and upgrade procedures.

4. Communicate about upgraded procedures internally and then externally.

As you dive into each step more deeply, it can be beneficial to get input from team members at various levels of your organization through quick surveys or checklists. Here are the four steps with more detail.

  1. Identify Risk Perceptions and Misconceptions.

Go through every step of an interaction that a person might have with your business and consider what your customers or clients, employees, and others might believe are the risks to their health. These perceived risks may or may not be valid, but by addressing them properly you can help allay people’s fears.

Consider that many people’s attitudes about personal health and hygiene may be forever changed. During the social distancing mandates, many people will have become accustomed to the perceived safety of their homes where they can control their environments. When social distancing mandates are lifted their fears concerning the virus and germs, in general, won’t simply vanish.

A new, higher standard of hygiene will be expected by many people from all walks of life. If you question whether or not health and hygiene habits change with new information, consider the behavioral changes that people have made in response to scientific studies. To cite some examples of old behaviors that have changed: smoking used to be allowed on airplanes (and in almost every environment), bobbing for apples was a party game, and just about no one used to wipe down the handles of grocery carts. History has shown us that people can and do adapt to change and expect it when it protects their health and wellbeing.

  1. Identify Actual Risks.

Four Steps to Prepare for Business Communications After COVID-19 from Expert Media TrainingIdentify points of surface-contact and face-to-face human interaction that are required in your business.

Take inventory of items that might be shared, such as coffee machines in offices, pens, or touch-screens where visitors sign in at a business office, and the more obvious door handles, retail store counters, dining tables, and restrooms.

  1. Upgrade Procedures.

Now that you have identified risks and perceived risks, develop procedures to address them, and to enforce compliance with your new and existing hygiene practices.

If contact with a surface is necessary, determine how the surface can be cleaned in a way that is sustainable in terms of labor and materials. If phone apps, motion-sensor technology, or other methods of eliminating surface-contact are possible, consider them.

Regarding face-to-face human interactions, we will probably all need to follow the lead of health professionals once social distancing has ended. Of course, this will vary greatly from industry to industry.

Replace items that are shared with safer alternatives. For example, if you have a stack of coffee cups near your office coffee machine consider replacing it with an enclosed cup dispenser.

Determine whether extra staff members will be needed to uphold your new hygiene standards and how this you’re your affect costs, organizational chart, and training procedures.

Consider changing your hiring practices to find employees who have the psychological makeup to comply with your new hygiene practices, if necessary.

If you produce products, create measures to ensure that manufacturers adhere to your hygiene standards, such as occasional live virtual tours to see the production or packaging of your products in real-time.

Talk to your vendors to find out what they are doing to maintain or improve their hygiene practices.

  1. Communicate About Upgraded Procedures Internally and then Externally.

Once you have determined the changes you will have to make regarding procedures, consider how you will communicate them to your staff, vendors, manufacturers, customers, clients, and other people who will be affected. These communications can include:

      •  ∙ internal communications, such as memos and training handbooks and videos;

         ∙ vendor hygiene-adherence agreements;

         ∙ contract revisions and amendments with manufacturers;

         ∙ and external communications with customers, clients and the general public, such as emails, texts, social media posts, videos, press releases, ads, and content on your website.

Be clear about the changes you are making in your products, services, and/or procedures in an effort to protect people’s health. In times of uncertainty, people crave certainty. Be resolute about the things you can control that will affect them.

Four Steps to Prepare for Business Communications After COVID-19 from Expert Media TrainingAdjust the tone of your communications to meet people where they are in terms of emotional state and practical concerns at the moment and projected into the near future. Infuse your communications with warmth, hope, and the emotional components of your brand. Backed up with solid plans and actions, your words will have more meaning.

 

Lisa Elia, the author of this article and founder and lead trainer at Expert Media Training, provides services creating communication plans, media training, presentation training, investor pitch coaching, and video communication skills training.

For a complimentary consultation contact our office at 310-479-0217.

Or, email us at team@expertmediatraining.com.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

How to Be Effective in Virtual Meetings: Adjusting Your Communication Style

How to Be Effective in Virtual Meetings: Adjusting Your Communication Style

How to Be Effective in Virtual Meetings and Presentations: Adjusting Your Communication Style

Adjusting Your Communication Style for Virtual Meetings and Presentations by Presentation Trainer Lisa Elia of Expert Media TrainingVideo conferencing can be an extremely effective way to hold meetings and deliver presentations. People tend to try to focus solely on the meeting and ignore distractions because their face is zoomed in on, they are probably less likely to be looking at other devices or whispering to someone next to them.

With this increased focus on one another and with the variation in the quality of each individual’s Internet connection and equipment, there are some shifts you can make to ensure your video calls and meetings run smoothly and effectively and that you deliver confidently and with polish.

Before Your Begin, Prepare Yourself Mentally.

It’s important to clear your head, get focused, and manage nervousness before meetings, interviews, and presentations so that you can be at your best. I put my clients through a series of brief exercises to help them do this and to warm up their bodies and vocal cords. For now, use some of the techniques you might already use that will help you achieve a state of being energized and at ease, such as diaphragmatic breathing, listening to music, and exercising to relieve stress and sharpen your mind.

Greet People Warmly with a Smile.

Adjusting Your Communication Style for Virtual Meetings and Presentations by Presentation Trainer Lisa Elia of Expert Media TrainingSomehow, most people look much more serious on video than in person. Greet people warmly with a smile at the start of the video meeting or presentation just as you would if you were welcoming them into your home.

How much or how often you smile during a meeting will depend on the content and tone of the meeting. Aim to maintain a pleasant resting face.

Don’t Show Shock or Awe Over What You See.

You will see someone’s home or office, which may be messy, cluttered, or more luxurious than you might expect. Someone may attend a meeting having made questionable wardrobe choices. Try to not show surprise, shock or awe over what you see as this could make them uncomfortable. A nice, simple compliment is fine, if appropriate.

Maintain Eye Contact and Avoid Looking Away Too Often.

If you have placed your webcam at eye level or slightly above, you should be able to look at the people you are talking to on your computer monitor and it will seem as if you are looking into their eyes. When in an in-person meeting, it’s normal to look away periodically to gather your thoughts. It’s okay to do this a little bit on video calls, but if you do it too abruptly or too often, people might wonder what you’re looking at and they may think you’re distracted by something that’s going on around you.

If you will need to look at another device or take notes, tell participants on the video call that you will be doing so, so they know why you are looking down or away periodically.

Listen Attentively.

The added challenge of voices being transmitted electronically and potential feedback means you should listen more closely than usual.

Pause More Often Than You Would in Person, Especially on Group Calls.

How to Be Effective in Video Meetings and Presentations: Adjusting Your Communication StyleSince there can be delays in video and sound transmission on video calls, pausing a bit more than usual will give people time to assimilate your message and to respond. Pausing periodically is especially important on group calls where different people may want to speak.

Zoom and other videoconferencing tools have features that allow people to “raise their hands” to indicate to the host that they want to speak, but with smaller groups, especially those with high-powered individuals, they may not want to “raise their hands”.

You May Need to Enunciate More and Slow Down a Bit.

If you tend to speak quickly or run your words together, you may need to enunciate more and slow down a bit to be understood well on video calls. This is something to practice daily. Elevating your communication habits in all situations will prepare you to be a better communicator when participating in video meetings and presentations.

End Your Video Call Clearly and Smoothly.

When the video call is coming to an end, clarify the next steps to be taken, allow everyone to say their thank-yous and goodbyes and then, if you are the host, click to end the meeting quickly. Know where this function is located on your screen so you’re not caught on video fumbling and searching for it.

Be Sure Your Communication and Presentation Skills are Up to Speed.

Whether you are communicating through video, by phone, or in person, the ability to communicate clearly, confidently, and with authority over your topic or material is what’s needed to succeed.

This is part 2 of our series of blog posts to provide tips on how to communicate more effectively when using video platforms. To read part 1 of this blog series, How to Be Effective in Virtual Meetings and Presentations: Preparing Your Set-up, Your Environment, and Yourself, click here.

To discuss presentation training, media training, investor pitch coaching, or video communication skills training, contact us at 310-479-0217.

Or, email us at team@expertmediatraining.com.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

How to Be Effective in Virtual Meetings: Your Set-Up

How to Be Effective in Virtual Meetings: Your Set-Up

With more people than ever conducting business from home, the use of video to hold meetings, media interviews, sales presentations, and investor pitches is becoming the norm. Even after social distancing measures are lifted, many business leaders are predicting that the use of video conferencing will replace many in-person meetings going forward for reasons of health, cost-savings, and efficiency.

This is part 1 of our series of blog posts to provide tips on not only how to set up your environment, but also the shifts you need to make to communicate effectively in video meetings and presentations.

To read part 2 of this blog series, How to Be Effective in Virtual Meetings and Presentations: Adjusting Your Communication Style, click here.

How to Hold Effective Video Meetings and Presentations: Preparing Your Set-up, Your Environment, and Yourself

Prepare Your Set-up and Your Environment.

How to Hold Effective Video Meetings and Presentations: Preparing Your Set-up, Environment and YourselfWith video calls, it’s as if you are inviting someone (or a group of people) into your office, so it’s important to create a good experience for them.

Create a space where you can hold video calls. If you can keep it ready to go with little last-minute modification needed, you can save time and minimize stress. Here are some tips.

Consider your background.

Make sure your background is as free of distractions as possible. Log onto your video conference software or video yourself to see what might cause a distraction in your background. Family photos, artwork or even a stray paper or two can steal focus from you. Books and simple artifacts on a shelf can make for a good backdrop You may decide to set up your video conference/recording area in another part of your home or against a different wall.

Replace your background, if necessary, using green-screen technology.

Zoom video conferencing software, which is what many people are using now, allows you to upload photo and video backgrounds or choose one that is provided. (If you use Zoom, please use a password to protect yourself against Zoombombers, which are hackers that burst into your Zoom meeting.)

Some webcams also allow you to replace your background. These technologies work best with a green screen behind you. You can purchase a collapsible green screen. The ones with the pneumatic frames are especially easy to open and close. Rather than purchasing a green screen, you could paint a wall or large piece of cardboard with chroma key green paint or purchase green-screen wallpaper or wall decals. 

Remove distracting items that will be in view on your desk.

Remove distracting photos, knickknacks, and food from the customer’s view. If you have a beverage, be sure the cup or glass you use is something you would use in a professional setting.

Raise your computer.

Place your computer on a stack of books or a box so you’re looking at it at eye level or slightly higher. Avoid having to look down at your computer which will distort your face and can create neck and back problems. If you have an adjustable desk or standing desk, you can use that to hold your computer. If you have an external webcam, place it on top of your computer and adjust the height of your computer so your webcam is at eye level or slightly higher.

Upgrade your equipment, if necessary.

Webcam – A good external webcam can improve the quality of your video transmission through higher resolution, speed, and fluidity. I use this Logitech C922x Pro Stream Webcam.

Microphone – Poor sound quality on a video call can lead participants to strain to hear, which can lead to frustration and negative opinions and emotions. A good external microphone can be worth the investment. Depending on the sensitivity of your external microphone, place it approximately 4 to 10 inches from your mouth. I sit approximately 5 inches from my Blue Yeti microphone.

Light your face.

Place soft lights behind your computer screen or webcam with the light reflecting on your face, if possible. If you want to up your video game, you can purchase one of the many “ring lights” that are available. Some of them allow you to adjust the tone of the light and they sit on an adjustable tripod so you can raise and lower the light. The ring light I use allows you to adjust the quality of light, which I like. 

Test your equipment and set-up.

Create a video or hold a practice video conference with a friend or family member to test your equipment and set-up. If you are able, record the video conference, as Zoom allows you to do. Then, see if there are adjustments you need to make.

 

Prepare Yourself.

How to Be Effective in Video Meetings and Presentations: Preparing Your Set-up, Environment and YourselfDuring in-person meetings, people’s eyes may stray and they may not look directly at you as much as when you’re communicating via video. This is why it’s important to pay extra attention to your personal appearance.

Dress for your meeting.

If you are in sales or making an investor pitch, dress the way you would for an in-person meeting. If you work in an environment where casual dress is the norm, dress accordingly.

Know that you may need to stand up at some point during your video call, for some unforeseen reason, so avoid wearing pajama bottoms or making other clothing choices you will regret.

Avoid wearing noisy jewelry.

This is a good rule any time you will be on camera.

Wear clothing that is not too distracting.

A great pattern that would look fantastic in person can be distracting when you’re viewed on video. Beware of very low necklines or anything that might result in a wardrobe malfunction.

If you wear make-up regularly, you might want to apply a little more.

For people who wear make-up consider adding a bit more or brightening it up a bit for your video calls and meetings. The camera tends to wash people out. If you’re not used to wearing make-up, you may still want some face powder that matches your skin tone to control shine.

Test your appearance and outfit by taking a quick video of yourself moving around before meetings or shooting videos.

Once you know what works and doesn’t work on camera, you can plan your wardrobe accordingly for upcoming videos and virtual meetings.

Request that others around you are quiet and refrain from interrupting you.

This can be a challenge if you have small children or pets but do your best. If possible, have someone watch over them and keep them in a separate room while you are on video calls. If you are interrupted, ask the people on the video call or meeting for a moment to handle the situation, which would be better than trying to shout over a barking dog or noisy child.

Set aside time to prepare mentally for your meeting, presentation or video.

How to Hold Effective Video Meetings and Presentations: Preparing Your Set-up, Environment and YourselfWhen working with my clients, I teach them a preparation ritual to help them manage nervousness and focus their minds before presentations, media interviews, and other high-stakes situations. Shifting your energy and preparing to be fully present for your meeting or presentation can help you to perform better and will make a vast difference in the way you feel and are perceived.

To read part 2 of this blog series, How to Hold Effective Video Meetings and Presentations: Adjusting Your Communication Style, click here.

To discuss presentation training, media training, investor pitch coaching, or video communication skills training, contact us at 310-479-0217.

Or, email us at team@expertmediatraining.com.

Disclosure: Please note that purchasing items through the links provided may result in commissions to me, at no additional cost to you. These links were shared to answer the inevitable “What would you use?” questions. Please only purchase items that you believe will be beneficial to you.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia

Avoid Sarcasm at Work

Avoid Sarcasm at Work

You may have read about a Harvard University study that was published a year or so ago, which stated that sarcasm can increase your creativity. As references to this article continue to be passed around by bloggers and others, people are often forgetting to include the caveats about trust in the relationship and understanding when sarcasm is appropriate (i.e., sarcasm is not always great at work), which were included in Harvard’s article on the study.

Like most forms of humor, sarcasm is better received when you’re not insulting individuals, but rather making fun of circumstances or human nature. This is true in one-on-one conversations as well as in speeches and media interviews. It’s better to save sarcasm for the people in your life who know you best and will know when you are joking.

Lisa Elia, Media Trainer, Presentation Trainer, and Communication Expert, and Founder of Expert Media Training

About Lisa Elia

Lisa Elia is a leadership communication strategist who works with executives, founders, and expert teams to strengthen how ideas are communicated, understood, and acted upon inside organizations. Through her SpeakerShift Leadership Communication Accelerator and private advisory work, she helps leaders develop greater clarity, executive presence, and influence in high-stakes conversations—from leadership meetings and major presentations to investor discussions and critical organizational moments. Organizations also license her leadership communication programs to strengthen communication capabilities across their teams. Learn more at lisaelia.com.

To arrange a complimentary consultation, visit https://calendly.com/emt-appt/consultation-lisa-elia