Monday, May 4, 2015

Are You A Decision Maker?

Gary and Jason (not their real names) have been business partners for over a decade. But while their joint practice is blooming, their partnership is in trouble. Why? Decision making, essential to the forward momentum of their business, has been stalled.

The impetus for this struggle is Jason’s assistant Damian, who is also his brother-in-law.  Damian is not able to keep pace with the growing demands of the job, and overflow work has fallen on the shoulders of Gary’s assistant, Brenda.  The result: frustration, resentment, and a bottle-necking of work.  Making matters worse, while Gary addressed his concerns with Jason, Jason held off taking any clear actions.  Now, communication between the two has become stilted, and both recognize the practice is beginning to suffer.  To date they have lost one large business prospect, and are at risk of losing two current clients.  Further complicating the situation, Brenda has become irritable and Gary is concerned she may quit. Gary and Jason are considering the need to divide the business, each taking a portion of the clients with him.  At the recommendation of their accountant, the two agreed to meet with a facilitator to discuss their options.

When I met with Gary and Jason, each expressed concerns about the health of their business and their partnership.  Both also acknowledged struggles on the customer service end.  However their solutions to these issues were not well-aligned.  Jason expressed a committed to staying together and hiring more staff.  Gary was set on separating their practice and ending their partnership. 

Through the facilitative process, Gary was asked to clarify his reasons for wanting to dissolve their business. As he expressed his concerns about Jason’s management (and lack thereof) of staff, Jason brushed it off. When Jason was asked to explain his position and his efforts to manage staff – he became defensive and resistant.

Jason’s failure to take action, or even explain his reasons for not doing so, had become the primary source of the contention between he and Gary. Yet he continued to point to other issues. What Jason struggled to realize: His brother-in-law was no longer the problem, his refusal to take action was.

I worked with Jason and Gary to identify the initiating event (Damian’s inefficiency) and the progressive costs resulting from Jason’s reluctance to address the issue head-on.

The cost of this indecision:
- Work suffered (with internal and external impacts)
- Decreased ability to earn money
- Anxiety and loss of sleep
- Damaged relationships (professionally and personally)

As the discussion continued, it became clear these costs were not incurred by Jason or Gary alone. Other employees were impacted. Clients were impacted. Their families were impacted.

I asked Jason, “Did you knowingly sacrifice all that (the costs previously outlined), to protect Damian from potential job loss or hurt feelings?” It seemed ridiculous, in this light, that Jason had actually done just that. Through the facilitative process Jason took ownership for the situation that had come to pass. And, he and Gary became realigned as they planned the steps toward stabilizing their practice.

Jason, like many people, had become paralyzed with fear. To avoid dealing with a difficult issue, he lived only in the moment – and the moment never felt right for giving feedback or terminating a family member.

The lesson is this: Indecision and stagnancy, regardless of the reasons behind them, will lead to more problems. Some far greater than the initiating circumstances. With this in mind, I encourage you to examine your own life – What decisions are you putting off? What is the price you are paying for that indecision? What help do you need to begin the forward momentum that will bring you success?

Thursday, April 30, 2015

Step One: Stop Checking Your Email


I mentioned to a colleague my desire to have a day of work – when everything else in the world is on hold – so that I could feel caught up.  He laughed and expressed a shared interest in that “extra” time.  Why, I wondered, if everyone I know is feeling over-extended – do none of us seem to have a handle on what’s causing it?

Here’s my two cents…This feeling exists because we never stop working.  We leave the office, but take our smart phone. 
 
We check messages, respond, and review late into the evening and first thing in the morning.  And yet we feel ourselves fall farther and farther behind.  Why?  This constant effort actually compromises us - both personally and professionally.  By checking email we:

1.    Reduce our ability to have downtime.  To refresh, refocus, renew.  A rested brain is more creative, resilient, and productive.  By doing less, we actually accomplish more.
2.    Forget to respond.  Reading an email while in line at the grocery store does not allow you the time (or focus) to answer a question, consult a colleague, or check your calendar.  The result?  You postpone it, and like many of us, neglect to review those older “read” emails on your next day at the office.  Your attempts at efficiency have now delayed a response or cause it to be forgotten altogether.
3.    Fracture our relationships.  By taking “just a minute” to check our messages we demonstrate a lack of respect and lack of care for those around us.  Their level of priority is literally and figuratively lowered.  This is as true when we go to lunch with a colleague as it is when we are with a child.  Does anyone remember the song “Cats in the Cradle”?  Rather than apologizing for our busy-ness, let’s try to stay in the moment – especially with friends and loved ones.
4.    Affect our mood.  When a Sunday afternoon is interrupted by worry about a client’s email or the ‘need’ to respond to a colleagues questions, it impacts our ability to be in the moment.  Instead of enjoying a spiritual connection, the sounds of nature, or the view in front of us, we are distracted by work.  Our mood is compromised by the interruption, consequently impacting those around us.
5.    Miss opportunities.  Whether it’s the “fly ball” that brought home the winning run or your child’s first time making it all the way across the monkey bars, by looking down at your phone, or being otherwise distracted by work, you pay the price of losing these precious moments that cannot be recaptured.  Have you ever wondered what else you are missing?   
6.    Make excuses for other internet distractions.  Email is our gateway drug – once we are done checking those messages, we are given to checking for others on social media, or using the internet to quickly buy or research something.  All of this extending our time online, making us feel at work.  Last year’s viral video “Look Up” put emphasis on the costs of this behavior. 
7.    Increase our health risks.  Beyond the impact of blue light on our vision, computer and cell phone usage is responsible for a variety of other medical issues including stress, depression, headaches, and sleep disruption.

So here’s step one:  We need to stop checking our email when we are not on “work” hours.  Whether that means going cold-turkey or beginning a gradual shift, it is a step in the right direction.  And we may all reap the benefits. 

Monday, April 27, 2015

Be A Leader Worth Following

Before I begin any workplace engagement, I ask the person informing me of the problem one important question:          
“If I determine that you are at the core of some of these issues, how do you want me to tell you?”  I ask this because problems do not happen in isolation.  Very commonly, they trickle down from the top.  From leadership missteps to flaws in the organizational structure.  My role, as I see it, is not just helping the individuals, but the company as a whole.

 











          From this vantage point, I have learned a lot about the characteristics that make a good leader, and about those well-intentioned qualities that sometimes undermine growth and success.

Here is what all leaders should know:

Leaders should be visionaries – Look ahead at what is coming, determine where the organization is heading; Great leaders must be reflexive and able to pivot and adjust as situations emerge – both internally and externally.  Whether it is adjusting to market fluctuations or acknowledging a gap in training or technology, a great leader takes swift action to rectify a problem and funds a budget that can support unforeseen demands. 
Leave people issues to your managers – Nothing undermines organizational stability more than a leader who inserts him/herself into staffing issues.  It undermines the authority of your managers, disrupts the process of addressing behavioral issues, and leads to claims of favoritism and unfair work practices.
Keep connected with your staff – on a macro-level.  Instead of having an “open-door” policy (which invites complaints that belong at the manager level) make a habit of walking through your office, getting to know your staff, and learning what is/isn’t helping them to get the job done.  Your focus is on the organization, and your staff is the first to know if an initiative isn’t working.  Engage with them for the purpose of making the company better.
Recognize the impact of employee morale – While leaders need to stay out of the fray, they must also support initiatives that help or engage their employees.  If employees are championing a measure – do what you can to support it.  This may mean investing in training, supporting team development, or bringing in a consultant to resolve conflicts that are undermining communication or productivity.  Be aware that budget constraints are rarely seen by employees as an acceptable reason for stalling on these efforts. They will quickly look to other expenditures that should be cut.  Address their concerns in a fashion that demonstrates their value to you and the organization – the return on your investment will be palpable. 
Set a positive and inspirational tone – for the whole team.  At regular intervals (preferably at an all-staff meeting) share the direction of the company, and what is expected of them to make the vision a reality.  Every member of your team should recognize their importance and contribution to the company’s success, and should feel motivated to help the company get there.
Model honestyOwning mistakes and taking responsibility for making things better is vital to long-term success.  Modeling this behavior – whether acknowledging a venture didn’t go as planned, or that lay-offs will be necessary – isn’t easy, but it goes a very long way toward creating accountability and shared responsibility for success.  By humbly owning your mistakes, you demonstrate the importance of this virtue while also silently encouraging your team to inform you if they foresee problems on the horizon. 

Thursday, February 26, 2015

Three Steps to Diffusing Tension

How do you move from argument into productive discussion?
You’ve been there – going through your day, keeping to yourself, when suddenly someone begins to push your buttons, argue, accuse or blame.  Perhaps it’s simply their tone or body language that gives rise to this tension.  But the result is the same, you’re being baited to argue back or defend yourself.

What can you do? 
First – Slow Down.   Most people are surprised to find themselves in an argument – and react accordingly by sparring back.   This includes the instigator.  S/he may be irritable and behaving inappropriately and yet unaware of how others are experiencing his/her behavior.  Matching that unpleasant demeanor will only escalate matters causing greater conflict and tension.
 

Second – Gain Perspective.  Whether on the spot or over the course of a few hours, try to consider where the other person is coming from.  What is impacting them?  Are they going through something (personally or otherwise) that’s causing inflated stress?  Be sure to explore your own flaws, responsibilities, or role in the situation.

Third – Ask a Question.  Rather than engaging in the battle that you believe is being waged, try to disarm the other person with an associated question.  Keeping your own tone even, seek to find out if they are under extreme stress, if you have caused them difficulty, or simply if they want to talk about what is upsetting them.  When your own tone is concerned and engaging, rather than provocative, you help them to identify the problem or to recognize their own behavior.                    

At this point, most would-be arguments have moved to a more honest and productive place.  Your next step will depend on the content of the discussion that ensued.   Perhaps you will offer to help, offer the change, or simply to give the other person space, time, or a needed hug.

Tuesday, January 6, 2015

D.I.Y. – A Plan for Culture Change

What’s your company’s culture?  I’m not asking what you want it to be, or what you tell your customers or clients.  I mean what are the day to day behaviors that are encouraged, rewarded and repeated by members of your team?  Is success based in camaraderie or cut-throat attitudes?  Do your foster teamwork or territorial behaviors?  An organization’s culture is not about what you say, but what you do.

As we start the New Year, this may be the perfect time to begin looking at making change, building upon what works, eliminating what doesn’t, and creating the culture your organization needs to succeed.  This isn’t about making a statement or creating a Phantom Culture.  This is about making deep, meaningful change.  Identifying and developing the culture that you want requires vision, planning, and commitment.

Vision – Know what you want the culture to be.  You may not be able to define the specifics, but you know that behaviors, attitudes, or teamwork will be different.  Have a vision, for how work will flow, people will function, and how business will be conducted.  As you determine your ideal, you can begin identifying what does, and does not, currently support that ideal.  Find your dream-team – those who are dedicated to creating that ideal.  They are needed to move any vision forward.

Planning – The vision is your end-game.  Planning is where you begin the work to get there.  Assemble your dream team and support them with time, space, and any other necessary tools to begin working toward that goal.  This team will need to work collaboratively to identify the specific qualities, in terms of behavior and performance, which will support the vision.  They will more fully imagine the vision, while refining the needs that the vision identified, and breaking them down into action steps.

Commitment – Having the vision, and carry-through of developing a plan will not change your culture unless you are committed to implementing it in every way possible.  Creating a culture and standing behind it means addressing those behavioral and performance standards during routine feedback, annual performance reviews, and everything in between.  It means holding every employee, at every level of the organization, accountable to that same standard, and it means making hard decisions when someone doesn’t “fit” your culture. 

Creating a new company culture is not simple or easy, but it yields impressive results.  When you identify and support your top performers, loyalty and productivity rise.  When you eliminate those on your staff who don’t demonstrate competency or accountability, you remove errors and stagnation.  A new culture allows you to promote the skills your organization needs to be its best, while removing the human hurdles that limit success.  The result - You create a dynamic team that can accomplish great things.  And who doesn’t want, and need, that? 

Tuesday, December 30, 2014

A Resolution – WHY?


I recently wrote an article about the importance of asking“Why?”  It put focus on the importance of developing our knowledge, communication and our relationships by asking for more information than might initially be offered to us.   However, asking “Why?” is at best only half the battle.  The other, and perhaps more important half comes from the value of offering “Why”.  Telling someone “Why” is equally if not more important as it offers clarity and understanding, rather than putting it upon the other person to be bold, or sophisticated, enough to ask for it.

In our day to day communications we have found more and more ways to abbreviate ourselves.  Brevity however, has at times trumped clarity.  Offering “Why” gives the other person the information to do differently, or better.  It provides information and opens up communication and understanding.  Say for example you need to have a direct report re-do part of a project.  Offering “Why” eliminates the possibility that s/he will guess as to what is wrong, and possibly make the same or other problematic errors.  Telling a friend or loved one “Why” you don’t want to go to a
particular restaurant for example will allow him/her to better understand you and your preferences, know more about
you, and perhaps enable him or her to make choices that are more to your liking in the future.

Some people fear it is presumptuous to offer the “Why”.  They believe that it assumes the other person cares or should care about our reasons.  They are right.  It does have that presumption, and it should.  We should all surround ourselves by those who care about us, want us to succeed, and want to know us better.  Just as we should distance ourselves from those who do not.  Likewise, we should demonstrate our caring of others by asking for "Why" when it is not offered so that we can learn about and understand them. 

In this New Year, perhaps this is a resolution you can embrace.  To ask why, to offer why, and to only surround yourself with people who care about you. 

Monday, November 3, 2014

If You Have to Use Metrics…


Earlier this year I wrote an article “Are Metrics Killing Morale?” in which I challenged the benefits of (often blind) information gathering and took to task the greater importance of communicating openly and having reciprocal trust with employees.  While I remain firm in that opinion, I also recognize that there are reasons to collect data.  When that is the case, the human element must still be considered.  So the focus needs to turn toward strategies which produce the most value, with the fewest drawbacks.


Metrics are utilized for the purpose of improving business operations or output.  They may be intended to enhance customer service, manage productivity, or boost profitability.  While the purpose is clear, the challenge remains:  The act of collecting metrics can affect morale, and undermine an otherwise functional work environment.

Following are suggestions for engaging in the collection of metrics in a thoughtful and collaborative manner – one in which employee input and buy-in occur at the onset. 


1.    State your core goal – Do you want to improve profitability?  Increase customer satisfaction?  Reduce theft?  Make your purpose clear to all those who will be affected by any changes.  Telling them your purpose allows you to begin building buy-in before you begin implementing ideas.

2.    Share ideas - Most likely your Executive team has already considered several ideas for progressing toward the core goal.   Before making/or furthering an investment in technology or software, share these ideas with the employees who will be affected.  Their intimate knowledge of the company, clients, and processes may yield invaluable information or ideas.  

3.    Involve staff - Ask the employees who will be utilizing or implementing tracking activities to critique the ideas brought forth.  Will the goal be attained?  What won’t work?  What problems have been missed?  Is there anything inherently wrong with the methodology?  Have staff suggest alternate solutions.  Encourage them to brainstorm ideas or propose changes that will attain the desired goal.

4.    Build consensus – Once ideas have been heard, and a plan is in place, it’s time to sell the idea to your staff.  This is an internal marketing moment, because change is hard and you need commitment and buy-in from a majority of your staff if you want the project to be successful.   Be sure to openly communicate details including: Who will be involved?  What will be required? Where will the information go?  How will it be used?  How long will the metrics/tracking last? And be ready to defend the “Why?” for all of those questions.  Be prepared to answer their questions and to “sell” the projected plan.

5.    Begin slowly – Executing a project that transforms your business in terms of large goals like customer satisfaction or productivity takes time to succeed.  Rather than moving at full force from day 1, consider having a pilot group that begins the process.  Depending on your circumstances, you may want this group to be from one department, or you may prefer a diverse group test it out.  

6.    Be Nimble - As you begin to undertake a plan for change, problems are likely to surface or unforeseen issues arise.  Be ready to make changes to the plan as needs suggest, and communicate any change, and the reasons behind them, to your staff.  

7.    Share results – At pre-determined intervals, (ie. 90 days, 6 mos., 1 year) let staff know how the project is going.  Has the data collected been valuable for illuminating the needs/problems?  Is it assisting us in reaching our goal?  What changes will be made as a result of the information we have acquired?


By engaging with staff before, during, and after the process has begun, you establish both a collaborative partnership built on trust and communication, as well as a shared commitment to the success of the organization.