In Conversation on Great Business Practices for Solar Contractors

Pam spoke with staff from solar design software Aurora recently about the the deeper strategic thinking and leadership principles that separate good solar companies from ones that are truly great.

In this interview, you'll learn:

  • The value of defining the foundational purpose and "sense of why" that drives the values of the entire organization.
  • What the right number of metrics to track are - and a few examples.
  • Why to put more resources (financial and people) toward managing customer experience over just investing in the funnel and pre-funnel.

Read more from part 1 of Pam's interview here.

Posted on August 10, 2017 and filed under news.

Charting Out Life and Career Goals by Asking "Why?"

Pam spent the weekend with GRID Alternatives Colorado for their annual WE Build Women's Retreat. On Saturday night, Pam facilitated a career development workshop that helped participants at all levels of their career explore and map out the deeper sense of purpose that drives their life and career and how to turn that in to action and progress toward goals.

The Results?

Each participant spent time reflecting on the values that underpin their life and career journey and connect that to the actions and decisions they live every day. In the second part of the program, participants used a template to begin to put words to why they take the actions they take, what values they live by, and how that will play out in the decisions they will make on a short term, medium term, and long term basis to reach life and career goals they have. Each participant took turns in their small group presenting their reflections and getting clarifying questions, feedback, and advice from their team. All participants left with a 2 day, 2 week, 2 month plan and a deeper empathy for the hard work it takes to ensure that your life and work is truly reflected in your deeper values.

Participants during the workshop dig deeper, asking one another "what are the deeper values that drive your life and career choices?"

Participants during the workshop dig deeper, asking one another "what are the deeper values that drive your life and career choices?"

Posted on August 8, 2017 and filed under eventwrapup.

Soft Cost Treasure Hunt at the SEIA Solar Heating and Cooling Symposium - Intersolar 2017

The SEIA Solar Heating and Cooling Division contracted Pam to participate in their upcoming symposium during Intersolar. They were interested in adding more interactivity to the program so Pam was excited to propose a version of her popular Soft Cost Treasure Hunt workshop to the leadership team.

Pam lead her business improvement workshop "The Soft Cost Treasure Hunt" at the SEIA Solar Heating & Cooling Symposium during Intersolar. Small groups worked together to brainstorm ways to improve a case study solar contracting business. 

The Result?

50 solar heating and cooling professionals learned concrete techniques to guide how they engage their employees to source and solve some of the company's most pressing problems. Participants broke in to 5 groups to practice how to do it, walking away with materials and guides that will help them enact that process themselves.

Participants arrange their improvement ideas on a template that helps categorize suggestions. 

Participants arrange their improvement ideas on a template that helps categorize suggestions. 

Posted on July 18, 2017 and filed under interactive.

A Tale of Two Cities: SF and DC Clean Energy Leadership Institute Capstone Classes

In June, Pam worked with the Clean Energy Leadership Institute to produce and lead their leadership capstone events in San Francisco and Washington DC. Both programs explored, "What Does Leadership Look Like?" and helped participants connect with frameworks for understanding themselves, each other, the relationships between institutions in power and emerging frameworks, and experience how to frame, lead, and debrief from the most challenging discussions facing clean energy today.

Visual harvesting helps meeting and event participants better track, focus, and reflect on the themes and outcomes of an event or program. In this example, a volunteer team with the Clean Energy Leadership Institute helped Pam capture key comments, themes, and take aways during the half-day event. During event breaks, Pam worked with the team to visualize the story as it unfolded over the course of the day.

The Result?

The result was that attendees could focus on being part of the program and reflect more holistically on the themes that emerged for the group after the fact. The visual harvests for the SF and DC events helped create a functional connection between the outcomes and concepts explored by teams working over 3,000 miles apart.

How could visual harvesting change the way you meet and process your take-aways?

The resulting visual harvest captures some of the key insights and themes from the DC program.

The resulting visual harvest captures some of the key insights and themes from the DC program.

Posted on June 29, 2017 and filed under eventwrapup.