Change Whisperer – Gail Severini's Blog


Breakthroughs in strategy

“In theory, theory and practice are the same. In practice, they are not.” Albert Einstein

cliffjumpingKids these days have a phrase: “FAIL.”  It means something like “epic failure” and describes scenarios often so common or standard that when someone fails it is all the more astounding.

A huge pop culture industry has evolved around those occurrences that are particularly funny. It started with shows like “America’s Funniest Videos” and now “Ridiculousness” takes it to the next level.

Seems to me that someone could make a show around “FAIL” in organizational strategy.

How can we all get out of this fail loop?

This little rant is inspired by an excellent post from Bill Fox called, “Jump, Rinse, Repeat.  Why do we keep implementing change like this?”

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“What is PRINCE2?” Guest Post Richard Batchelor. (Strategy execution methodologies series. Post 3)

Having established, in Post 1 of this series, that strategy is “just another good idea” until it is implemented and churning out results, and that there is no single turn-key methodology for executing strategy, we then turned our attention first to the “go to” methodology: project management.  In Post 2, we recognized that there are two dominant project management methodologies: The Project Management Institute’s (PMI’s) approach and PRINCE2―and we explored PMI’s approach.

Now, I am no expert in PRINCE2, so I found one to share insights with us.  Even better, Richard Batchelor is an international change management consultant, trained project manager (certified in PRINCE2) and certified human resources professional. He has the street cred of many successful change implementations under his belt. Rich has kindly agreed to write an insider’s overview of PRINCE2 for us.

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What is Project Management, per the Project Management Institute―and where does it fit? (Strategy execution methodologies series. Post 2)

Strategies identify “what” needs to change. Project management provides a structure for “how.” Some go so far as to say that “projects are the vehicles of change.” This post is a continuation in the “Strategy Execution Methodologies” series.

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“Change leadership” is not THE silver bullet. The Silver Bullet series.

Seems like many organizations are looking for the secret to effective strategic execution―the one thing that will fix the so-called 70% failure rate. The problem is (and we all know it deep down), there are no simple solutions for complex problems.  In this series, I will look at the conventional “silver bullets” and explore why none work alone and each is only moderately effective in its common form.

“Change leadership” is a favorite clarion call among change practitioners.  And, don’t get me wrong, I too believe that “it” (once we can agree on what “it” is) is important.  However, I believe that by promoting change leadership as a panacea we are setting ourselves up for failure.  I realize that this is a bit of a controversial position to take―I may be asking you to think differently about what you know.  I will look at three points:

  1. “Change leadership” is not “leadership”
  2. Why is sponsorship regularly rated as the most important element for successful change if it’s not a silver bullet?
  3. The punch line

Note: the context for this discussion is “strategic” change or “transformational” change.  Our firm’s definition: “Transformational change is highly disruptive to the way people do their work. It generally affects a large portion of an organization, shifts the power dynamic, and requires changes in mindset and behaviors to be realized.” (1) This is very different than the more common incremental change.

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Library—Great books on strategy execution

Updated March 2013. Additions in red.

LibraryWe all have a “library” of resources we’ve read that have shaped our thinking and practice.

These are the books I reference regularly.

My top four are in bold. (I couldn’t narrow it down to three.)

If you don’t see your favorites please share them in the comments section.

What’s on your bookshelf?

More resources in the Related Posts below.

Leadership:

  • “How to Become a Great Boss: The Rules for Getting and Keeping the Best Employees,” Jeffery J. Fox, Hyperion, New York, 2002
  • “Mastery: The Keys to Success and Long-Term Fulfillment,” George Leonard, Penguin Books USA, Inc. New York, 1992

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“Breakfast for four” guest post Garrett Gitchell (“Culture eats Strategy for breakfast” series Part 4)

This is the third guest post in the summer series “Culture eats Strategy”. This one is from an experienced change management leader, Garrett Gitchell President of Vision to Work, Inc.  One of the things I have come to respect, and look forward to, in Garrett’s perspectives, is his willingness to poke the elephant in the room.

Culture, according to Webster, is:

“The set of shared attitudes, values, goals and practices that characterizes an institution or organization.”

 Strategy gives us a choice between: a battle definition, an evolutionary meaning or one which uses “stratagems” in its wording- denoting schemes, tricks and artifices of deception.

Breakfast just got interesting.

Culture develops with time.

 Inputs tweak culture (in the corporate sense, think M & A). With the tweaks new culture appears. Culture, despite ‘group think’ to the contrary, is malleable. In fact it is influencable. For example, in the change arena, adding social media or video conferencing can change the way people interact (which influences attitudes and values). 

In an opposite sense, taking something away can also form new culture. Best example? Consider the outcomes when a founder CEO retires.  Now think of the culture that would result from the removal (not replacement) of a performance management system. People would actually be free to work together toward goals. 

Culture does not challenge change. People do. They do it because structure and process give them the opportunity to. Done enough times that challenging becomes cultural. (Models and approaches to change that acknowledge challenge and resistance to specific change as commonplace do not help). Resistance is, in fact, one way TO change culture. Can you really be sure resistance is because of a specific change? Perhaps change is just the catalyst for calling out poor structure or process?

 Add strategy to the mix.

 Now we can do battle, evolve or craft a sneaky move to end states (the outcome of the strategy/vision- defined and described through the perspectives of different stakeholders).

 End states, our chance to add some civility to this meal.

 End states show what is missing and what can be carried forward (skills, competencies, people and yes culture) and what needs to be added and/or developed (same list). By extension a good strategy must determine what the culture would be for that end state. If it is not the same as the present (hint: of course it is not- disturbing the status quo IS change) then some inputs may be needed to mold new culture.

 Good strategy, especially for big change, can effectively eliminate culture (as it was).

 Of course the CURRENT culture will challenge any change in some way. That current culture, because of the challenge, will begin to change and adapt.

 Go back up to our culture definition, it is “practices” that will get in the way of strategy. A few practices that I find hard to define as culture anymore since they are so common:

  • Buck passing
  • Organic decision making
  • Selfish approaches to task accomplishments
  • Committees
  • Multiple levels of approval

 People, like culture, can be surprisingly flexible, strategy is at the beginning so can be defined.

Beware the elephants in the room- structure and process.  They frequently take their breakfast of strategy and culture. Culture is the result of the two (so tweaking either will change culture) and strategy needs all three- structure, process and culture- to succeed (plus people of course).

 Our guests, structure and process, should perhaps receive a little more attention at this breakfast.

Garrett is an outstanding speaker and consultant.  He runs his own firm in the San Francisco Bay Area, Vision to Work, and also writes a blog challenging us all to think differently about issues around change – More about Garrett on his website and blog here and you can find Garrett on LinkedIn here.

If you have a Strategy that is a business imperative and would like to discuss the approaches we have implemented successfully for other Fortune 100 companies it would be a pleasure to connect – you can reach me at gail.severini@connerpartners.com

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Call to Leaders re strategies too important to fail – the biggest risk (Part 2 of 2)

This is the second post exploring the role of leaders in transformational strategy execution.  It is not the only risk, but it is the biggest risk.  Being a great leader is NOT a ‘gimme’ for being a great sponsor.  What do great sponsors do differently?

Reason for hope – great leaders are great learners

We have phenomenal leaders on this continent, and leaders-in-waiting ready to step up.  The first step towards a successful execution is to find the leader who is first prepared to learn how to be a great sponsor in this new world order.

“Let him that would move the world, first move himself” (Socrates)

Do you doubt that your role is so pivotal or that it is so different than yesterday?  The findings of almost every survey (from McKinsey to the Project Management Institute to Prosci’s ‘best practices’), states leadership is the number 1 success factor in the implementation of transformational change.  

And yet few leaders ramp up for this very different kind of change.  Transformational change is rare.  Few leaders spend their careers implementing such complex change.

In fact most leaders come to transformational change as operational experts and change novices.  Why? Two reasons:

  1. Such change might, in fact be a once in a career or once in a decade challenge
  2. Being a great Sponsor is NOT the same as being a great leader  

The single biggest risk to project success is the leader who underestimates his / her role and what must be done differently.

Most organizations have support groups, internal consulting divisions and Program Management Offices, very familiar with transactional change and who are eager to support.  That is a great base.   

Together we ask leaders:  are you ready to explore what it means to be a great sponsor of transformational change?  This will change the way we operate together and it will change the results we can achieve together.

What does it take to be a great Sponsor – a Change Leader?

Over 37 years Conner Partners has studied organizational change and has identified the characteristics of “winners” and “losers”.  This research is updated constantly (the latest version of the Change Execution Methodology was released last month).  BTW, the biggest change is still an opportunity for many organizations – integrating strategic alignment, people change management and project management.  And, this is not answered by installing a PMO.

What does the research say are the most important characteristics of great sponsors?  Here are a  couple of examples quoted directly from “How to be an Effective Sponsor of Major Organizational Change”:

  • Human impact of the change: The small movements of big wheels at the top of the company often translate into frantic movements for smaller wheels down in the organization. Sponsors who succeed understand how many people and groups will be affected by a change throughout their organization—they can appreciate the impact of their decisions on those employees.
  • Nature of resistance: Resistance can be a key barrier to the realization of a major change initiative. Successful sponsors deal effectively with the nature and intensity of resistance as the project is implemented.
  • Scope of the change: A major change can have a far-reaching impact on an organization that is both obvious and subtle. And some of these effects can lead to resistance, which could seriously impede implementation if they go undetected and/or are misunderstood. Productive sponsors identify the full range of implications for all their change decisions.
  • Change inhibitors: Sponsors who triumph during change proactively identify potential change inhibitors. To the greatest extent possible, they recognize and eliminate possible barriers before they become a threat to the project’s realization. Barriers that can’t be avoided are contained and managed.
  • Managing capacity: Change implementation sometimes creates unanticipated drains on the change capacity of those most affected by an initiative. Successful sponsors maintain a vigilance on any remaining capacity throughout the implementation process and take corrective action as required.
  • Commitment to sacrifice: Major change often requires a personal and/or political price for those who play the sponsor’s role. The productive sponsor understands that the costs for success are real and leads the way in paying them. He or she thereby establishes an understanding throughout the organization that sacrifice will be required when the price of failure is prohibitive.

The full list can be referenced on the website (behind the registration page here) and there’s also some great information on role definitions and cascading sponsorship structures.

None of these are as simple as they seem – it is the experienced judgement on the fly that makes the difference from good to great.  And that’s why Fortune 100 organizations retain external support on mission critical business imperatives.

Ready to contract for a great “Sponsor-Agent Relationship”? Check out Daryl’s series here on his ChangeThinking blog (tip: there’s a great free download of a tool we use in the first post). 

What’s next?

Sponsorship is not the only risk to strategy execution.  Over the next couple of months, I will come back to review other challenges, such as:

  • How to engage the passion of your people in authentic and meaningful ways
  • Organizing chaos and the anomalies of the phrasing ‘change management’
  • The horrors of overcoming a silo-driven culture that operates in the best interests of the whole organization

Curious? Interested? Subscribe above left. 

If you would like to discuss strategy execution approaches we have implemented successfully for other Fortune 100 companies it would be a pleasure to connect – you can reach me at gail.severini@connerpartners.com.

Related posts:

Call to Leaders re strategies too important to fail – the biggest risk (Part 1 of 2)



Survey says “Issues of the 21st Century are more complex”. Guest post Walter McFarlane (“Culture eats Strategy” series Part 3)

“Culture eats strategy (change) for breakfast.” True? Are our current organizational cultures up for the strategies of 2011?“. 

Yes, and survey says …

This question was posed on LinkedIn in the Groups “Organizational Change Practitioners” and “Strategic Leadership Forum” back in January and over 600 insightful posts were contributed.  This is the second guest post in a series excerpted with permission from that discussion. 

Walter McFarland is an experienced, consulting executive who believes “The human and organizational performance issues of the 21st Century are more complex–and more important–than ever before.  Building a high performing 21st Century workforce will require fresh perspectives and bold action.”.  His post:

I just wrapped up a research project for Oxford and HEC Paris that looked at one facet of internal Change Leadership. It was a qualitative look but had an interesting sample: 3 Fortune 300 or better organizations and two global not-for-profits. Central question turned on what most influences leaders’ thinking about Change?

You guessed it. Recent experiences with Change in the context of the current organizational culture was first of the lot. In fact, the leaders I interviewed were unable to discuss Change outside the context of their organization. They saw deep understanding of the current culture–and how to function within it–as a key qualification for Change Leaders.

They also frequently spoke about the notion of building a “culture of Change” in order to better align the culture with the new reality of nearly continuous Change. Interestingly, they both loved and feared this notion. On the one hand, such a culture might be faster and more agile in executing Change–hence giving competitive advantage. On the other hand, such a culture might be distracting to core business operations. In their minds focusing too much on Change could threaten viability. They often mused about what an optimum 21st culture might look like.

A common answer–at least to them–involved creating cultures that integrated Change into the culture not as a discrete activity–but as an increasingly routine business activity.

Walter is on LinkedIn here.

If you are interested in creating a “culture of change” – a “nimble” organization (“one that has a sustained ability to quickly and effectively respond to the demands of change while continually delivering high performance”) – check out a few posts from the master of change, Daryl Conner, here.  

And, if you would like to discuss strategy execution approaches we have implemented successfully for other Fortune 100 companies, it would be a pleasure to connect – you can reach me at gail.severini@connerpartners.com.

Most posts coming on this topic – subscribe above left so you don’t miss any.

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Call to Leaders re strategies too important to fail – the biggest risk (Part 1 of 2)

Back in the day, there was a bit of a joke – not a “ha ha” but an “ahem” – how many tries does it take for an organization to implement a strategy?  Today, most organizations get one shot, that’s all.  The alternative could be bankruptcy (consider the bleak horizon facing Nokia).  A few of the brave and lucky, and prepared, can succeed at “turning that yacht around in a bathtub”.

 If you are approaching a ‘too important to fail’ strategy, and have not sponsored a transformational change program recently, then this conversation is for you.  Or if your program is in urgent need of remediation, stay tuned.  What is the biggest risk? Leadership follow through. 

First the context – does this sound familiar?

Inside of organizations, we all know it, there is an inertia.  As hard as leaders try to coax, push or demand, sustained traction remains elusive. 

Projects still start off with bang, or sometimes a room temperature “yea” or very cautious WIIFM, then head into a grind of excuses, delays, short falls and near misses. 

You know it – it usually starts with lots of meetings where leaders describe the vision, scope creeps in, then delays, then ruthless scope cut, then a massive puuuussshhh.  Sometimes a launch emerges but more often a compromised end product and sometimes at complete fizzle out (usually under cover of some other event, such as an economic decoy or re-org, etc).  You don’t need statistics to tell you that ~70% of transformational change fails.

None of us can afford another failure of this kind. 

Remember the mission – the calling

We need success like never before.  Our economies and our communities need revenue growth, and job creation, where ever feasible. 

The stakes are higher than ever – and the risks are just as high.

Project funding is too precious.  Competition is too fierce. 

Leaders must, and can, get strategies airborne.  And there are many internal and external resources who want you to succeed. 

This is not a square peg, square hole problem – the challenges are different

Yesterday we were manufacturing-driven and we were great at it, so great that it is difficult to leave the memory of the glory days.  Efficiency and effectiveness were enough to get 10, 20, 30% costs savings and that was great.  It still is, take it whenever you can get it. That was transactional change – reforming processes and  technology.  The largest of this is Enterprise Resource Planning (ERP) -  this crosses the line to transformational change – where we need people to change the way they think about their work, not just the order in which they operate.  This enters into the territory of the riskiest of strategies.

Take this another step forward and, amongst all of the economic challenges we are dealing with, our focus must evolve again. 

We are an increasingly digital society.  So what? Well, as we are increasingly information-driven there are more moving parts to opportunities and those parts themselves are more dynamic. 

Is  your organization looking at service-driven strategy, e.g. “partnering” and “collaboration”,  or becoming innovation-driven?  These involve the most difficult of change – changing the way people think about their jobs and their colleagues, about how they perform on a daily basis. 

The implementation approaches that work on transactional change, that were successful in the glory days, are inadequate against this so-called “soft” side of change.  ‘Telling the vision’ and issuing compliance-driven instructions are insufficient in complex, dynamic change where we need the passion and judgement of our people as the ROI pivot.

This is the first of the round peg, square hole dilemmas.  Something must change to get success.

Round peg, square hole dilemmas – risks

The laundry list is significant:

  • Our organizations are leaner than ever before and our people are more fatigued  – there is less tolerance in the organization for change and few people (less time and energy) to do it right.
  • The organization has aimed high and fallen short before – there is low confidence in ability to follow through to the end successfully (look hard at the track record and be honest – these strategies are often ‘all or nothing’ bets).  
  • There is significant hesitancy – telling people what to do will not generate enough passion, enough commitment, to sustain momentum.  Engaging them cannot be lip service.
  • This is not the only important strategy ‘in flight’ in the organization concurrently.  Are we competing for priority, for precious resources?
  • Gen X, Y and M – as critical as they are in our Human Capital plan – have very different attitudes to work and this complexity must be factored in.
  • The dimensions of the strategy are neither linear nor shallow – yet our organizations are built for linear from workflows to the chain of command reporting structure.  Now there is diversity and complexity in execution, and in adoption.  The problems are different and require different thinking and solutions – Daniel Pink gives an awesome explanation of this here.
  • We cannot use the same project implementation processes of the past alone (RACIs, critical paths, gantt charts) – they are wildly insufficient. Even combined with basic change management competencies, they will fail.  This kind of change requires organized chaos, disruption and re-birth. 

So what is the single biggest risk? Survey results are resounding: leadership.  Leadership in the form of insightful and accurate strategic planning and change stewardship (sponsorship). Leaders are the only individuals within the organization with the purview and authority to deal with these risks.  And this does not point to a single leader (tho that is important) within the organization – success relies on the synergy within the leadership team.  The biggest risk is leadership follow through – from concept to realization.

Okay, we covered a lot of ground for a single blog post. In Part 2, scheduled for early August, I will come back to: “Reason for hope – great leaders are great learners” and “What does it take to be a great change leader (sponsor)?” and we will link to some great Conner Partners’ research on “the characteristics of effective sponsorship”. 

Meanwhile, if you’d like more check out Daryl Conner’s “Sponsorship” series here on his ChangeThinking blog.

If you would like to discuss strategy execution approaches we have implemented successfully for other Fortune 100 companies it would be a pleasure to connect – you can reach me at gail.severini@connerpartners.com.



What is “Change Management”? And, is definition important?

Ask 10 people “what is change management?” and you will get 10 very different answers.  So YES definition is important!

Many Leaders come to the term “Change Management” and intuitively believe they know what it means – and that they are already doing it.  However, behind these innocuous words is a highly specialized discipline that has been evolving over the past 60 years.

Understanding Change Management offers untapped opportunity to drive more value to the bottom line.

The broad definition 

It’s about “managing change”, i.e. taking a strategy and managing the implementation right? Well, yes, in the broadest sense.

My own definition starts from strategic alignment and extends through delivery to seeing the results track in.

Change management encompasses an array of multi-disciplinary capabilities:

  • Leadership and Strategic Planning
  • Project specific capabilities, e.g. Strategic Marketing, Organization Design and Development, Business Process Re-engineering, Technology Implementation
  • People Change Management (PCM), Training and Communications
  • Portfolio / Program / Project Management

Realizing full ROI only happens when ALL of these are INTEGRATED and OPTIMIZED.

Of note, you will see “Change Management” appear on many position descriptions and job postings these days.  This reference typically refers to a general understanding of the nature of change and high level awareness of the process that might be required for straightforward transitional change.

Underneath this broad definition though is a deeper, more powerful, resource - what I term “People Change Management”.  It is increasingly recognized that this so-called “soft stuff” represents the highest risk to transformational change.  It also represents the greatest opportunity for driving value and for competitive advantage.

The deep definition - People Change Management (PCM)

Kurt Lewin got us started and many others have continued the work of understanding how to help people traverse change.  The business notion is that the faster we can get employees to stop doing the old thing and start doing the new thing, the faster the ROI comes in.

Some of the renowned names in the field include: William Bridges, John Kotter, Peter Senge.  Others have gone deeper and applied it to the ”hows” of  managing change faster and better:  Linda Ackerman-Anderson, Dean Anderson, Rick Mauer, Jeff Hiatt and our own Daryl Conner.

How do I think of  People Change Management?  It:

  • Reduces people-related risks (eg resistance and misunderstandings) that effect costly delays, re-work, error / waste and turnover
  • Increases and expedites user “adoption, proficiency and ultimate utilization” (Prosci Learning) thereby optimizing business results
  • Encompasses a structured process and tool sets
  • Includes: Leader (Sponsor) support, stakeholder management, change readiness, business impact, communication, training, and change metrics as well as contingency planning and interventions as required
  • Engages users in the change, shares information, improves solutioning and expedites the transition to the ‘new state’ 

How does Conner Partners define “Change Management”?

Change management is the orchestration of change in a way that identifies and addresses the human risks involved in implementing change. This strengthens the individual and organizational ability to handle change well and increases the chances that the change will be put successfully into practice.

Of note, this very tactical and process-driven application of Change Management is deployed within Programs and Projects.  It is substantively different than the generic competency requirement on position descriptions and job posting.

Mastery at this level prepares Leaders and Practitioners to deal with high risk, disruptive change – transformational change.  Mastery often encompasses Organizational Development capabilities associated with: organizational behaviour, organizational design, learning and development, compensation, culture change, etc.

PCM Current Maturity Levels?

Prosci Learning has a neat little Maturity Model here that articulates a development path from novice to mastery.  My experience is that few organizations have reached level 5 – and even fewer have an integrated, end-to-end, execution approach (a PMO is not “it”).

Most organizations are great at some components of change or they would not be around today. However, few (very few) are great at the whole array.

What a great opportunity for developing competitive advantage!  In fact, many Fortune 500 companies are going beyond adding the generic competency onto position descriptions and beyond adding Change Management checklists into project management methodology.  Many are in the process of developing Enterprise capability through Change Management Communities of Practice, Centres of Excellence and even dedicated leadership positions.

Deeper still – specialties within Change Management

In a recent discussion on LinkedIn one of the practitioners I have come to respect, Faith Fuqua-Purvis, proposed the notion of specialists within Change Management (much as within engineering there are Civil, Mechanical, Electrical, etc). I see this as key, for example “Communications” in Change Management is NOT the same as broadcasting information – it is not a PR or MarCom definition – it requires engaging Change Targets in 2-way dialogue. Furthermore, the notion of “risk communication” is also important here – effectively communicating with people who are “in crisis” is very different than day-to-day communications.

The specialities could include:

  • Defining strategic intent at an operational level with a realization focus, e.g. developing Vision and Mission Statements (not as simple as it sounds – I have seen many a project set the wrong trajectory with the wrong vision / mission statement – and this is NOT something that should be a whimsical engagement ploy)
  • Training and coaching sponsors and agents in change leadership/management
  • Enrolling sponsors and targets in this change.  Surfacing and resolving resistance.  Building and sustaining commitment.
  • Developing and deploying communications (informational and conversational, commitment focussed)
  • Anticipating, designing, resourcing and deploying specific types of interventions
  • Risk Management (against proven risk frameworks)
  • Etc

And, by the way, these are not mutually exclusive requirements – to the contrary, they have mutually compounding benefits.

Only when practitioners can clearly delineate

the different specialties and competencies within Change Management,

 describe their benefits and understand their relationships

– only then are they are really prepared to deliver “Change Management” value.

So, while this does not require that our definitions be identical, I ask my colleagues to give more consideration to contextualizing what you do and relating it to what other specialists within the same space do, i.e. don’t sell just your capability. Please consider the breadth and depth of change management and build up the team to meet the client’s best interests.

If you are researching Change Management to deploy within large-scale strategic change, I’d be delighted to share more with you – you can reach me at gail.severini@connerpartners.com .

_ _ _ _

Faith and I both believe that Change Management is a critical component of successful business change.  As such, and along with some others, we are committed to expanding the general understanding of Change Management and will be posting multiple articles on this topic over the next several months.  Some articles will be collaboratively written, others written and posted individually.

We hope you will visit both our sites.  To see Faith’s blog, follow this link.

If you want to know more about who we are, you can find us both on LinkedIn. You can also read more about Faith here and if you want to contact us, you can reach Faith here and me at gail.severini@connerpartners.com.

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