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For many of us, our success as professional communicators depends on how successfully we work with SMEs. 1 The Reluctant SME; © 2014 Elisa Sawyer, MS and Ann Marie Queeney

STC 2014; The Reluctant Subject Matter Expert

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What happens when a subject matter expert won’t or can’t provide required information to the person whose job it is to writer about it? All is not lost! Drawing on their experiences, the presenters will cover identifying and addressing issues with reluctant SMEs.

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Page 1: STC 2014; The Reluctant Subject Matter Expert

For  many  of  us,  our  success  as  professional  communicators  depends  on  how  successfully  we  work  with  

SMEs.  

1  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 2: STC 2014; The Reluctant Subject Matter Expert

The  ideas  in  this  presenta-on  are  based  on  wri-ng  techniques,  

however,  they  are    valid  for  use  in  other  

professions.  

2  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 3: STC 2014; The Reluctant Subject Matter Expert

Always  remember:  ProducGve  relaGonships  with  SMEs  

don’t  happen  by  accident.  

3  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 4: STC 2014; The Reluctant Subject Matter Expert

The  acquisiGon  of  informaGon  is  managed  for  some  writers.  

4  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 5: STC 2014; The Reluctant Subject Matter Expert

Situa-on  normal  in  some  departments  and  companies:  

Providing  informaGon  to  the  tech  writer  is  low  priority.  

(But,  what’s  up  with  that?)  

5  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 6: STC 2014; The Reluctant Subject Matter Expert

With  shy  and  elusive  SMEs,  we  find  that  their  bad  behaviors  oFen  fall  

into  two  categories:  

• Avoidance  • Antagonism  

6  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 7: STC 2014; The Reluctant Subject Matter Expert

We  resort  to  hun-ng  SMEs.  

7  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 8: STC 2014; The Reluctant Subject Matter Expert

SME  hunGng  by  tech  writers  tends  to    fall  into  three  categories:  

•  Stalking  • Using  clever  lures  to  draw  them  into  traps  

• Making  offers  they  can’t  refuse  

8  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 9: STC 2014; The Reluctant Subject Matter Expert

What  if  you  could  get  SMEs  to  seek  you  out  in  order  to  give  you  info?  

! I’d  die  of  surprise.  ! I  wouldn’t  know  what  to  do  with  all  the  Gme  I’d  be  saving.  

! I’d  know  for  certain  that  I  was  dreaming.  

9  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 10: STC 2014; The Reluctant Subject Matter Expert

OK,  let’s  dream  about  some  reali-es:  

•  Most  people  like  to  talk  shop.  

•  Most  people  like  to  tell  their  stories.  

•  Good  storytellers  always  have  audiences.  •  Almost  everyone  wants  to  be  an  author.    

10  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 11: STC 2014; The Reluctant Subject Matter Expert

Here’s  a  key  convenient  truth:  

Almost  no  one  wants  to  do  the  hard  work  of  wri-ng,  and  that’s  

where  we’re  the  experts.  

☺    11  

The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  MS  and  Ann  Marie  Queeney  

Page 12: STC 2014; The Reluctant Subject Matter Expert

SME  Hunter  vs.  Knowledge  Partner  

SME  hunter   Knowledge  partner  

Short-­‐term  focus:  Concerned  with  immediate  project.    

Long-­‐term  focus:  Builds  knowledge  base  for  later  projects  and  expands  your  influence.    

Quick  fixes:  Driven  by  necessity,  results  can  be  uneven.  

Able  to  address  problems  at  their  source:  results  are  higher  in  quality.  

Seen  by  others  as  necessary  evil,  annoyance,  obstacle,  or  roadblock.    

Seen  by  other  as  a  contributor  and  part  of  the  team.  

Not  integrated  into  project.   Fully  integrated  into  project.  

Ofen  excluded.   Ofen  invited  and  included.  

12  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 13: STC 2014; The Reluctant Subject Matter Expert

The  magic  elixir:  

We’ve  got  story!  

The  art  and  craf  of  wriGng  gives  us  an  amazingly  powerful  set  of  tools…  

13  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 14: STC 2014; The Reluctant Subject Matter Expert

We  writers  are  astute  observers.  

Within  our  roles  as  writers,  we  make  careful  observaGons  with  respect  to:  

• Sejngs  

• Characters  • Dramas  

14  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 15: STC 2014; The Reluctant Subject Matter Expert

Working  as  knowledge  partners,  we:  

•  Set  the  stage  for  collaboraGon.  •  IdenGfy  SME  “red  flag”  behavior  and  deflect  their  pull  into  unproducGve  dramas.  

•  Realize  that  we  control  our  own  acGons  and  not  those  of  others.    

•  Respect  others:  listen  carefully  to  their  stories,  show  appropriate  empathy,  and  stay  flexible.  

•  Recognize  that  communicaGon  skills  are  useful  beyond  the  page  and  use  them  to  build  mutually  beneficial  relaGonships.  

15  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 16: STC 2014; The Reluctant Subject Matter Expert

Observe  your  work  sejng.  Ques-ons  about  your  company  culture    

to  answer  and  revisit  occasionally:  

•  Is  the  work  environment  informal  or  formal?  •  Is  the  power  structure  hierarchical  or  is  power  shared,  implicitly  or  explicitly?  

•  What  are  the  spoken/unspoken  rules?  

•  Are  there  hidden  agendas?  

16  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 17: STC 2014; The Reluctant Subject Matter Expert

SME  roles  (character)  within  sejng  

An  SME  responds  as  a  character  within  a  seNng.  Scop  Myer’s  five  character  archetypes:    

Protagonist  Nemesis  Apractor  Mentor  Trickster  

     How  do  you  see  your  SME?        How  does  your  SME  see  you?  

17  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 18: STC 2014; The Reluctant Subject Matter Expert

An  essenGal  “how  to”  for  creaGng  drama:  

What  a  character  wants  is  at  odds  with  what  they  need.  

So,  how  do  we  reduce  office  drama?  

18  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 19: STC 2014; The Reluctant Subject Matter Expert

Dealing  with  unintenGonal  sabotage  

•  Recognize  when  our  SMEs’  well-­‐intenGoned  efforts  cause  problems.  

•  Recognize  when  our  own  well-­‐intenGoned  efforts  cause  problems.  

You  can  usually  get  your  project  back  on  track  aFer  an  incident  of  uninten-onal  sabotage.  

19  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 20: STC 2014; The Reluctant Subject Matter Expert

More  on  unintenGonal  sabotage  

•  Special  case:  the  talented  SME  with  character  flaws  

•  Special  case:  when  you  as  a  writer  discover  that  a  situaGon  is  pushing  you  beyond  your  limits  

20  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 21: STC 2014; The Reluctant Subject Matter Expert

While  most  sabotage  is  unintenGonal,  occasionally  it’s  

not…  

21  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney  

Page 22: STC 2014; The Reluctant Subject Matter Expert

Expanding  on  strengths,  both  ours  and  others:  

We  can  make  everyone  look  beper.  

22  The  Reluctant  SME;  ©  2014  Elisa  Sawyer,  

MS  and  Ann  Marie  Queeney