A tool to help leaders listen

After my most recent post a colleague asked me “Do you have a tool for helping leaders to listen?”  I did not then, but 24 hours later here it is.  As with anything I load up on my website, you can have it if you use it, improve on it, and share it back.

The primary listening tool for leaders is the one on one TIME with your people.  If you have 10+ direct reports you might want to modify this for a team setting. (I would be happy to help with that)

First, remember what people need from you.  Ken Blanchard said “Leadership is an influence process.  It is about working with people to accomplish their goals and the goals of the organization.”  Listening is about making what the organization (ie. YOU) needs very clear and providing space for them to tell you what they need.  My one caveat is that this form assumes you have already had some sort of discussion around development with them. (here is a link to those templates – posted last month)

Here is a link to the form and four MUSTS for using it:

  1. The individual owns updating it and sharing a copy with the leader.
  2. The leader owns the effort to help define the core job duties, being clear about when they need a call on things, and showing up for the time. (ie.  make it a priority)
  3. Keep the time focused on celebrating greens or completes and hearing/devising plans to make reds turn yellow or green.
  4. Limit time to 15-30 minutes, and it can be done on the phone if needed – but if possible work in face time (even if it is Skype).

If you do not have a habit like this listening is extra hard, if not impossible. 

If you are wondering how the One on One fits into everything else you are asked to do as a leader around managing your people, I created a talent scorecard for leaders to get a free assessment of their habits and some feedback.  Here is a link.

Lead well!

3 Habits To Help Great Leaders Be Good Managers

Managing is about being face to face with people and helping them work through the steps to success.  Great leadership is often draped in words like vision, inspiration, and determination.  But even great leaders have to put on the manager hat and address the needs of their direct staff.  Here are three habits that will make that happen.

1.  Get to know your people:  Building trust starts with knowing someone.  When I walk into start-up companies it is common for people to hire friends and family first.  They do that because the relationship is there, and with relationships comes speed in decision making and patience with stress behaviors/poor decisions.  One tool I use with all clients is what I call a Team Member Fact Sheet.  Use this in your onboarding process(after you hire) to get to know your people and for them to get to know you. 

2. Commit to regular/uninterrupted One on One Time:  At least monthly you should be sitting down with every direct report and checking in.  30 minutes is ideal, but 15 minutes is acceptable.  Two key things about these meetings.  First, you do not allow interruptions.  Show them your commitment by delaying calls from anyone (including spouse and CEO).  Secondly, give the agenda to them.  I will be publishing a template later this month to enable this, but this being their time is key.

3.  Memorize these questions: What do you need from me?  Outside of this task list, what other significant things are happening for you?  The focus of one on ones from a manager perspective is in the first question.  If the tasks are well defined and the success measures are in place the celebrations (getting things done) or problem solving (getting stuck/behind) will happen.  I NEED are two very powerful words for followers to say, and very difficult because too often NEED = WEAKNESS in the minds of people.  The second question allows you to learn what is happening outside of work.  Don’t be surprised if they start asking you this question.

Robert Hurley shared 5 principles leaders can adopt to demonstrate trustworthiness and increase trust across their organizations.  Here is the full post, but the 5 points were:

  • Show that your interests are the same.
  • Demonstrate concern for others
  • Deliver on your promises
  • Be consistent and honest
  • Communicate frequently, clearly and openly

These principles are embedded in the actions I shared. 

Lead well!  And manage a little along the way.

A trap: Over Leading and Under Caring

I have seen several recent posts about leadership vs management.  Here is a link to one from Seth Godin .  They made me think.  First let me say that when I see this topic come up I roll my eyes, because most discussions seem to elevate the importance of leadership and the confining nature of management.   Here is my take . . .

It is important to be a leader.  Vision has to be cast, the rallying cry needs to be heard, and the organization needs to see relentless energy towards the goal.  But, the relationships that make your team really go are built when you manage.  Managing is about connecting to people one on one, knowing their struggles, understanding their needs, and being familiar with their lives(distractions/support) outside work.  One piece of evidence I point to is something a peer shared with me about executive onboarding.   Her business is built 100% around helping executives make successful transitions.  Part is to highlight/fix communication issues and help navigate the complexities of organizations.  But part is to just bring some of the ‘other’ things into the discussion like:   What is my true job description? and How prepared is my family for this change?.

We need to be careful about outsourcing managing.  Is it wise to spend $xx,xxx on a successful transition of a $xxx,xxx executive?  An ROI can be easily proven based on the leader’s impact on the income statement and the balance sheet. 

The hidden benefit of spending a little time as a manager/CEO gives you a glimpse into the person, not the leader.  This is where the relationships are built.

I think back to a ‘relationship/leadership’ session I lead one time with a CEO and leadership group.  The day after that session the CEO quietly asked the HR team to assemble a list of  family members for all the people on the team.  I celebrated the request, but was reminded that some of these people had worked for him for 3+ years.

My advice for leaders – Don’t forget to manage a little.

Post tomorrow – 3 Habits That Will Help Leaders Manage Well

Failure (continuing a thought from Seth Godin)

 Learning from a failure is critical. Connecting effort with failure at an emotional level is crippling. After all, we’ve already agreed you did your best.

Early in our careers, we’re encouraged to avoid failure, and one way we do that is by building up a set of emotions around failure, emotions we try to avoid, and emotions that we associate with the effort of people who fail. It turns out that this is precisely the opposite of the approach of people who end up succeeding.

See entire post from Seth Godin.

Great leaders make lots of mistakes.  They get the title GREAT LEADER because they push through the mistakes and get on with things.  In the end, they make more good/great decisions than bad ones.

I have learned over the years that many of these same leaders had to grow through getting hung up on thinking about some of those bad decisions.  No one really accepts failure with no pain, some just dwell on it less.  In addition, too often their people are still pointing at the bad decision and going “See!” – but doing it secretly.

So how does a leader get through this?  One way is to process bad decisions openly with their team so everyone learns from those choices – including them.  It shows transparency, vulnerability, creates safety for other people to step forward, and teaches people to problem solve and push through.

When I see leaders saying I am sorry and leveraging their team to learn I stop and pay attention.  It takes a special leader to do that and a special follower to allow it.  I like being part of teams like that.

7 Key Numbers All Leaders Should Know

So you are a leader and you want to develop your people.  Here are 7 key numbers you need to know.

21 – The number of consecutive days of practice it takes to add (ie. change) a habit.  Personal change takes help, so don’t let people commit to major change without help.  If you are going to do it – this is where an executive coach or peer network is critical.  If you don’t believe it check out the Weight Watchers model – – it is tested! 

90 – The percent of learning that happens outside the classroom.  Do not ever say I cannot afford learning when I am in the room.  I will likely make a scene. 🙂

10,000 – The number of hours it takes to become an expert at something.  Excellence takes a sustained effort. 

70 – The percent of people that show up to a class without a clear learning objective.  Want to increase your ROI on classroom learning?  Make sure 100% of your people have development plans.  If your CFO challenges you on this give them my number and I will argue with them for free. 🙂

30 / 30 / 40 – The percent of time a performance evaluation should spend on the areas of past / current state / future as it relates to someone’s job. 

I love talking about these numbers with leaders BEFORE talking about what they need to develop themselves or before they commit to developing their teams.  I also share these with followers BEFORE they enter into a conversation with their leader, so they understand the commitment they need to make. 

Personal growth and development takes energy (some call it pain), but think of the payoff! 

If you see these numbers as barriers or a burden, maybe you are not ready to start or continue the journey. 

If you see opportunity in these numbers, enjoy the journey!

5 Habits To Build a Trust Savings Account

Lots is made about telling the truth.  As a parent of four children I vividly remember several occassions using the parent-ism “We are not leaving this room until someone tells me who . . . . . .  “.  It is amazing what can happen and nobody remembers how or why.  Maybe a pick your battles posting should be in the queue somewhere. 🙂

People want leaders to tell them the truth.  In this economic downturn I have been impressed by the many stories from clients and friends on the transparency moments that leaders have had with their people. 

The lesson we teach our children is the energy it takes and the damage it does to others when we keep a lie (or half truth) going.  As adults, this lesson does not leave us.  But there are times when we have to be evasive or withhold the truth.  Here are a couple examples:

  • Sale of a business / Negotiation of a purchase:  When a legal non-disclosure is in place we have to keep things secret.
  • Letting someone go because of bad behavior/poor performance – Call it professional courtesy, but we don’t always air dirty laundry and allow people to leave for better opportunities or personal reasons.

Dave Ramsey preaches an emergency fund in case we have an unforseen event and we do not want to overdraft our account.  Think of telling the whole truth and nothing but the truth as a deposit into a Trust Savings Account.  Here is the complexity, every person on our team has  separate account, and will add to it and withdraw at different rates. 

Here are 5 habits that help maximize money going into the truth emergency fund, and minimize overdrafts:

  1. Know the needs of your people around truth.  Some want straight talk, others want more one one on discussions, and still others want to know early.  The Birkman Method does a great job revealing these individual needs.
  2. If you are often out of the office – set aside time (Fri pm, Mon am) when people know you will be around to answer questions.  Make a habit to ask people What are you hearing?.
  3. Allow all your direct reports to see your schedule and add meetings if needed.
  4. Coach your leadership team to tell the same story you are telling and adopt the same habits.
  5. NEVER – roll out a big change to the organization without first telling your leaders and equipping them to tell the truth when asked all of the What?  Why? How? What about? questions.  Always have them follow-up with one on one conversations within 24 hours, especially when jobs are affected.

I know everyone has a story around this topic.  Anything to add to the list?

What the mirror says . . .

I spent the day with a leadership team recently that has a big job to do and is receiving limited resources, changing targets, and ever demanding customer expectations.  Sound familiar?  The goal is to help this team figure out how to survive/thrive over the next 18 months despite the uncertainty of the environment they operate in. What is in the mirror

We used the Birkman Method, which is the most effective tool I have found to help teams in this discussion because it measures our Usual Working Style (what people see under normal circumstances), what our Needs are (often different than how we act), and it names the stress behaviors that result if our needs are not being met.  The A-HA moment for the team came when most ended up in the stress behavior of hyper-task focus when the pressure really hit (ie.  needs not being met). 

It is not uncommon for an individual leader to look at a chart like this and make the statement – “I can handle lots of stress”.  That is true for most leaders, they push through challenges well and find ways to get to the other side.  But what about the people these same leaders lead?  The second A-HA for this team was the feedback their teams had just given them on an employee survey.  One of the issues highlighted was understanding what their roles were and communication of what is happening.  Hmmm . . . .

Leadership is hard, and probably especially hard right now. Taking the time to look in the mirror at a time like this is even harder, because it takes resources (time/money) and we are bound to see something that will ask us to change.  Yet, teams that are successfully growing a business have something to celebrate.  Part of that celebration should be the question “What can we do to make the next 18 months easier (on our teams/self) and better.

It is good to take a quick look every now and then, remembering the talents that have come together to move the organization are good, and yet there still might be an easier way to go forward.

When are you/your team planning the next look in the mirror?

Wisconsin SHRM 2011: My presentations

As promised to those who attended, below are the links to the presentations I gave at the 2011 Wisconsin SHRM conference.  As I reflect back on the questions and the conversations around each topic, I am especially drawn to the feeling around talent management that their needs to be more top down practicing of these habits.  The economic environment is Wisconsin is comparable to Michigan because of what has happened to manufacturing, and yet imagine the untapped potential of the people who are working that DO NOT have development plans.   In my resilience presentation a majority of the attendees were worried about the commitment and attitude of a workforce that is pretty battered.  At the core of talent management is a conversation to build/rebuild trust and invite people to start looking towards a better future.  It is important AND it does not have to be expensive.  Remember that I detest expensive initiative!  🙂

Look for trUTips #15 to talk about how to create a great development plan – no matter what your performance evaluation looks like.

I made the 2011 SHRM WI Promotional video!

My Wisconsin SHRM Talent Scorecard presentation:  http://www.thetrugroup.com/wp-content/uploads/2011/10/Talent-Scorecard-WI-Final.pdf

My Wisconsin SHRM Resilience presentation:  http://www.thetrugroup.com/wp-content/uploads/2011/10/Resilience-Wisconsin-Final.pdf

Learning to listen to ourselves

Perception.

It is a word that comes up often in coaching and helping people develop a real knowledge of themselves.  When we are able to step back from our perceptions and consider other options, we gain the flexibility as people and leaders to deal with a variety of new situations.  Here is what it might sound like in a coaching situation.

  • Leader:  I cannot believe they made that decision without asking.  They think they are above process and team, and this action just proves it.
  • Coach:  What are some other posibilities for their motives?
  • Leader:  What do you mean?
  • Coach:  You have years of experience leading and working in a similar situation.  How might they view their actions?
  • Leader:  Well, they have been pushing really hard to solve this problem.  We all have actually.  This week we did not have our normal leadership team meeting, so they were probably just trying to move things forward.
  • Coach:  What is another possible motive?
  • Leader:  Well last month I gave him some feedback around being more decisive and making some difficult decisions.  One of the things I have been working on with you is turning my business back over to my team because these last three years have dragged me back into focusing on day to day issues like cash flow and sales, when I need to be more strategic.
  • Coach:  How has your view of this action changed with this question?
  • Leader:  I am calmer now, I see some other possibilities, and I realize how I have probably contributed to it.
  • Coach:  How do you move forward?

Resilience is about Hope > fear + anger + frustration + worry + mistrust + hunger + ________ (you fill in the blank).

Part of resilience as a leader is to step back when we see ourselves feeding the right side of the equation, and seek the Truth before guessing it.  When people see us genuinely trying to understand their perspective/truth, the conversation changes.  Even in conflict we Build Trust because people see us listening and caring first.  This impacts their Resilience equation . . . and so on . . . and so on.

How much energy would this habit save you?  Where else could you use it?

I look forward to spending time in Wisconsin with their SHRM members talking about resilience.

Is Your Talent At-Risk? Talent Scorecard – Part 2

I asked the roomful of HR Leaders this question:  Why  do over 50% of your CEO’s have lists of key people/key positions, and yet <20% are doing anything to follow-up on those lists? 

The room was very silent, then one lone voice offered an answer:  Talking with them would mean we are making some guarantees – and nobody wants to break a promise.  This is one of those things that make me go hmmmm . . .  statements.  I wonder what a high performer in an organization thinks of the silence?

Here are the results after I asked HR leaders to fill out the Talent Scorecard as if their CEO was doing the survey.  The only two measures are 100% and <100%, because those are they only two measures that matter.  100% means you are doing the right things.  <100% means that there is a person out there with a name, friends, bills to pay, skills/talents, and goals . . .  that is not getting their needs met.  These are basic needs.  Here are the numbers.

Key Habits for Managing Most Valuable People and Roles

  100% <100%  
1. I have a list of key people whom we cannot afford to lose AND: 56.7  % 43.3 %
  •   I have checked in with them within the last month to see how they’re doing.
40.0 % 60.0 %
  • I have written development plans for them.
20.7 % 79.3 %
2. I have a list of the key roles in my company AND: 51.7 % 48.3 %
  •  I have a performance/potential chart for people currently in each role.
17.2 % 82.8 %
  •  I have list of candidates in case of openings in these roles.
20.7 % 79.3 %
3. I have a list of high potentials for promotion and we have spoken with each person on the list within the last six months about his/her future. 14.3 % 85.7 %

 

Development programs are not a promise, they are a map.  A map that provides an individual with key places they need to visit/experience over the next 12 months in their career journey.  It gives an individual ownership of their development and puts the leader in the position of support.  So what is the ROI of this conversation?  The cost is about 2-4 hours of work on the part of the leader.  Their might be some training costs, but they should be minimal given that 90% of learning happens outside a classroom.  An effective development plan leverages real experiences and great mentors.  What is the benefit of someone being 5% more excited about their work?

For a quick look at a performance conversation tool/development plan that works see trUTips #13