Teambuilding 101 – Enter the Danger (and I don’t mean find a ropes course)

Teambuilding 101 – Enter the Danger (and I don’t mean find a ropes course)

It was one of the many moments of an EOS® session where a big question was in the room which everyone has a chance to answer. Today the questions were: What are the problems, obstacles, barriers, ideas, opportunities you see as you look around your business? What’s frustrating you?

The Ops leader broke the silence: “Our sales are struggling and it looks like we will be faced with layoffs this quarter unless something changes. And we don’t have a plan.”

A hard conversation ensued, and before our next break a tired leadership team looked at me. The Integrator spoke up with the observation, “We must be one of your most messed up clients.”

My response was easy. “We are right where we need to be in this conversation, and I know this team can get to some action plans after break. As for what I see when I look at you? I see a group of people becoming a leadership team.”

One of the things EOS® has taught me is to celebrate when the team goes into what we call entering the danger. It’s a place with risk to egos, relationships, and outcomes; it is also a place where groups become teams. This is where respect and trust are built, which are foundations for great teams and teamwork. Nobody loves to enter the danger, and yet healthy teams who want to leave with a meaningful plan go there sooner rather than later.

Some teams head to a ropes course or a team-building event, but actually there are danger zones to walk by or walk into every time they get together.

As you go through your next leadership team meeting, do you see your team going through the motions or entering the danger and emerging with action plans that the whole team is behind? If you want to work on this with your team in 2019, a good place to start is with Patrick Lencioni’s The Five Dysfunctions of a Team: A Leadership Fable.

One final thought: stop calling it team building and always refer to it as TRUST building – because all leaders and leadership teams need more of that.

Lead well . .

Stress – is it bad?

Stress – is it bad?

Last month I shared my 5 favorite leadership TED talks. Today I want to add one:

How to make stress your friend ~ Kelly McGonigal

I work with leaders of growth-minded organizations, and one of the most important questions is, “Do you have time to do the accountabilities of the job/jobs you signed up for?” It is a core part of the EOS® (Entrepreneurial Operating System®) process. It is during this conversation where the leaders who feel overwhelmed say it, and it is over the next six months of working together that I can tell how they are handling it. Stressed people can still be happy and productive, and yet some get so buried in it that rocks don’t get done and they start to withdraw from the work of the leadership team. This video puts some perspective on it, and it is really a life or death situation.

My favorite part of the video is the last six minutes, where we see the impact of reaching out to others to help you with stress or reaching out to friends that you know are under stress. One big aha: Caring for others creates resilience.

Stress is not bad in itself. What is harmful is how we process it. When we process it by connecting with others, it actually makes us stronger.

Lead well!

Leaders: What their questions will tell you

Leaders: What their questions will tell you

Recently I was invited in to lead an EOS® review session with a group of next level leaders. I believe great conversations start with a question, so every session I lead starts with, “What questions do you want answered today?”

When I asked this group of leaders, here is what they shared. As you read these questions, what themes do you see and what gaps would they reveal if this were your organization?

  1. Data/Scorecards/Measurables/Issues: How do you make things more visible and knock them out forever?
  2. What is the biggest hurdle when companies go to EOS®?
  3. Agile is a software design approach of cross-functional teams. How does EOS® fit into this?
  4. Does EOS® work for all companies/organizations?
  5. What happens when Rocks are not hit?
  6. How did EOS® come about? Why did we decide to use it?
  7. When did our organization start using EOS®?
  8. How challenging should Rocks be?
  9. How many companies have implemented EOS®?
  10. Accountability: Is it dependent on my manager?

As I listened, a few things hit me about this group:

  1. There was a gap in teaching around Rocks and people were still a little uncertain about them. (#5, #8)
  2. When helping adults learn, it is important to connect new concepts/words with something they are already familiar with. This should be part of onboarding, and I wondered if that was happening well? (#1, #3, #10)
  3. It is easy to forget to talk about the ‘Why?’ when teaching and spend too much time focused on the ‘What?’ and ‘How?’. Someone on the leadership team needs to be a storyteller, and in this case not enough time had been spent talking about the journey. (#6, #7)

Empathy is not a talent that all people have, and trying to become an expert in reading behaviors or all the subtle hints that get passed along in conversation is something most of us will fail to master. We can all ask questions, and if we couple that with creating a space where we can listen to the answers, it becomes easier to understand the needs, wants, and barriers of the person sitting across from us.

That is the main belief behind my people-centered leadership motto: Listen . . Lead. Repeat often!


Here are some valuable tips on listening using the Johari Window in a short video.

Here are a couple of tools I use to script questions for leaders:

Key Leadership Skill: Sharpening the Saw or Clarity Breaks – 2 Tips to help you get started

Key Leadership Skill: Sharpening the Saw or Clarity Breaks – 2 Tips to help you get started

We are all too busy.

Do you believe that? I see too many leaders struggling with this feeling, and with the health effects that all too often follow this constant state of being.

At this moment, 20+ leaders from my EOS® (Entrepreneurial Operating System®) clients are doing a 6-week challenge to develop or reinforce the habit of taking one hour every week to spend time in what Stephen Covey called ‘sharpening the saw’. Gino Wickman calls it a ‘clarity break’™, and like many of the leaders I coach, I have struggled to establish the habit. I believe it is important, and currently I have two straight weeks of clarity breaks going, so here are two tips that have helped me:

  1. I created a template to make it easy to focus on the most important questions I need to answer each week and the work I need to review.
  2. The place is important. I live near Lake Michigan, and have found that a short drive to the water and sitting in my car helps me detach from my work. The picture you see here is the view that I have. My desk and coffee shops did not work for me.

Clarity breaks don’t fix being too busy, but the impact is to help you see your priorities more clearly so that the time you have will be focused on them. (FYI – check out my LinkedIn article about 3 Things Leaders Should Stop Saying in 2018 – “I don’t have enough time” is one.)

I am thinking of doing a broader Clarity Break Challenge in a few months for all of the readers of this blog and I am open to allowing each of you to invite people from your company. If you have interest in learning more, sign up here; if you would like to explore doing a challenge with leaders/individuals within your company indicate that in the note space. I would be glad to explore the possibility of kicking it off with a webinar or lunch and learn to help jumpstart their success.

Listen . . Lead. Repeat often!

The #1 Skill Your People Need

As I reviewed the most popular pages on my website in 2017, I found that the Rock Project Plan was the most visited page. I was surprised at first, but the more I thought about the leaders I had coached, taught, and mentored in 2017 and the challenges they faced, the more it made sense.

The fundamental thing your people need to understand is how to predict and plan how the work of a project will get done. Creating a project plan is a great way to organize this information and break down a goal into actionable steps and accountable owners.

Two things that are driven by a project plan:

  1. The foundation of accountability, i.e. the goal and the specific work that has to happen to complete the task
  2. Multiple moments where “I need help” can be said

All leaders are helped by #1, because it creates conditions that are easier for them to manage.

All individuals are helped by #2, because the hardest words for the leaders I coach to say are “I need help.” This impacts your team’s outlook because if they see you as resistant to asking for help, they interpret that as not being okay. Here is an example – I did a feedback session with a leader and their team where each person had the chance to give and receive feedback to every other person through answering the question: What is one thing [person’s name] could START or STOP doing in 2018 for the greater good of this team? The overwhelming message people told their leader in the feedback – we see you being stressed and busy, and you need to START asking for help because we want to help you! Hidden benefit – a project plan of any type drives teamwork too!

All this from a little old project plan. Practice and teach this skill in 2018 and reap the benefits of performance AND teamwork!


So you understand the following templates, in EOS® we call the most important work for the next 90 days ‘Rocks’. All Rocks need a basic project plan. Here are free templates I share to help you be the most effective leader/manager you can be.

View all of the 25+ FREE templates. I share them to equip aspiring and committed people-centered leaders. Lead well!

Present and Listen: 2 Things Leaders Taught Me

Present and Listen: 2 Things Leaders Taught Me

Last week I presented a keynote around strategic planning to a group of business leaders. I have made a habit of presenting and then making myself available for questions and coaching for 6 to 24 hours. While I enjoy talking to groups, I get a very valuable perspective on my topic when I interact with people after my keynote and I get to listen. Remember one of my core beliefs: Great conversations start with a question.

Here is a key message I heard: Great meetings are rare, and leaders want to get better at leading meetings. EOS has a meeting called the Level 10 Meeting™. The goal is to make it so effective and engaging that people rate it a 10 at the end. Of the twelve conversations I had with leaders after my keynote, eight mentioned the Level 10 Meeting™ tool as the one takeaway they wanted to go implement. Their reasons were mainly focused around feeling like they are doing all the talking, with engagement (i.e. voices of others) from the rest of the participants not happening.

Question for you: How do you equip new leaders with tools to run effective meetings?

Here is another key message I heard: People everywhere are knowledgeable and passionate about their work and want to contribute more. For this, you need some background information. This keynote was in the Upper Peninsula in Michigan – a long way from the major population centers of our state (Detroit, Lansing, Grand Rapids). There are even names used to identify two distinct groups in our state: Trolls (live below the Mackinaw Bridge) and Yoopers (live north of the bridge). When I mentioned I was going to the Upper Peninsula to do a keynote, I heard an arrogance than exists against small town business leaders; comments like “Are there any businesses up there?” The work ethic, common sense, and business sense of the leaders I met was equal to any other area/state that I have worked. I could even make an argument that the basic work ethic and humble approach to success is higher above the bridge. I knew that, and yet it is an important thing to relearn as I live the two values that drive my interactions with clients: Serve First and Kindness Matters. There is no place for arrogance in either value. As we try and reverse some of the polarization that exists between population centers and our more rural cities and towns, everyone – including me – needs a reminder to listen.

Question for you: What are your habits around leaving your main work area to listen to employees/clients in other communities and/or parts of your business?

Next time you talk to a large group, I encourage you to hang around for a while – there is lots of good learning that happens when you do.

Listen . . . Lead. Repeat often!

(If you are interested in seeing my presentation, you can find a copy here on my website. Video clips will be available soon.)

The Importance of Clarity + 2 Tips for your Organization

The Importance of Clarity + 2 Tips for your Organization

I had a clarity issue in my recent trip to Italy to celebrate our 25th wedding anniversary. We only spoke English and all the people we met only spoke Italian. In hindsight, the celebratory dance I did when we were able to get the grocery store owner to realize we were looking for eggs (fyi: uovo in Italian) would probably be embarrassing if it was released to YouTube.

It is impossible to have clarity if we speak different languages, and the irony is each day we go to work and find places where clarity issues exist between people who speak the SAME base language. Some examples:

  • Engineering talking to sales
  • Leadership reporting financials to everyone
  • Accounting communicating to anyone

We have all experienced it, and the irony is that it is always the other person’s fault. One of the reasons every leadership program has a piece on communication styles – using a tool like DiSC or BEST – is because we need a lens to see these moments differently so we can step back and ask, “What can I do to communicate more effectively?”

The place I encourage you to start is with your words. For leaders, I see a huge opportunity to standardize how you talk about the priorities in your business.

I use a methodology called EOS (Entrepreneurial Operating System®) with my clients for strategic planning. It is very clear around setting terms for priorities and commitments we make:

  • To Do: less than 7 days to complete (single owner)
  • Rocks: less than 90 days to complete (single owner)
  • Goals: 1 year to complete (owner is leadership team, or whatever team commits to doing it)

Even with these terms defined, leaders still come back and talk about goals the team set for this quarter or tactics for 2017. It is a simple concept, and yet not that easy to do.

Here are two tips for creating clarity around your plan and priorities:

  1. Commit to the same language: I can help you start this with my ebook Demystifying Strategic Planning (free on Kindle). This simple step will have a huge impact on your ability to create clarity at all levels of your organization. Also, remember that things have to be communicated 7 times before they are retained – so the roll-out is a journey, and not just an email or single all-employee meeting.
  2. Write things down on a single page: The spoken word does not create clarity. The written word does not, by itself, create clarity. But writing it down will help drive a more productive clarity conversation so you will get there faster.

Listen . . Lead. Repeat often!

EOS Partner Gift: Learn how FBA = Change Management

EOS Partner Gift: Learn how FBA = Change Management

One of my favorite quotes from Seth Godin (Tribes) is:

Leaders have followers. Managers have employees.

Managers make widgets. Leaders make change.

Leading effectively through the Entrepreneurial Operating System® (EOS) requires you to become good at implementing changes until they become part of the day-to-day work of the organization. How many of you have committed to a rock and the end point was sending the email to everyone? That might get you to SBA (Shared By All), but it will not even get you close to FBA (Followed By All).

I sent each of my EOS partner companies a copy of Bottom-Line Change by Ari Weinszweig. I am sharing this with you because I believe each EOS team needs one person that is great at helping the team think through changes so that the plan to get to FBA (Followed By All) is clear. It does not have to be the Integrator, so maybe it should be you? If you have a passion to be that person for your team, know that some of you have a copy of that book floating around your organization which is likely generating guilt or some other kind of burden for one of your teammates. 🙂

This pamphlet (named that because it is less than 80 pages) outlines a proven process Zingerman’s uses at all levels of their organization to manage change. Also, if you like food, most of the examples in the book are related to food so it will be easy reading. Here is a link to purchase your own if you do not have one.

Listen . . . Lead. Repeat often!

Note: I also shared some guidelines with your Integrator about some specific things I do, or could do, to provide ongoing support for my EOS clients.  Here is a link to that document if you are interested.

The Trust Bank: 9 Habits That Make Deposits

The Trust Bank: 9 Habits That Make Deposits

As leaders, we all have moments when decisions must be made that cannot be fully explained to the organization. Sometimes even your team has to be kept in the dark as to the full truth. Some of these moments include:

  • Firing someone for criminal acts at work
  • Reducing your team by 10%, including the two nicest and most liked people in the department
  • Asking an under-performing and extremely good person to resign in 45 days
  • Negotiating a sale of the company
  • Reassigning a leader due to allegations for certain behavior
  • Firing an executive for performance issues

I remember a conversation with a leader about the impact of one of these big decisions, on both his people and the trust within his team. He had just let someone go and nobody could know the truth. It was immediate, and it was explained by a vague email. I shared with him a perspective I learned in watching trust shifts after these BIG events: in my experience, these events did not alter the trust level because it was the thousand decisions we had made up to the event that made forgiveness easier.  Trust was kind of like a bank account. If the deposits had been made along the way, then the effects of the one big withdrawal were minimal.

Leaders make these little deposits when they:

  1. Tell people the real business numbers when sales records are hit and missed
  2. Publicly apologize for a bad decision that made life harder
  3. Show up at potlucks
  4. Go to funerals, weddings, and other big events in people’s lives
  5. Send a note after seeing someone’s child recognized in the paper
  6. Ask questions about family – and remember their names
  7. Have monthly breakfasts with people where any question is answered
  8. Answer emails from employees that send questions
  9. Embrace policies that make a positive impact on the lives of people

The good news? Big events don’t happen that often. The better news? They will pass faster if you spend the time between them being open and honest with your people, and practicing some of the habits mentioned above.

Just remember – focus each day on telling and hearing the TRUth and building/giving TRUst.

For EOS (Entrepreneurial Operating System®) leaders, at your next clarity break tally all the ‘deposits’ you made this week and pick one thing you can do tomorrow to make a deposit.

Listen . . . Lead. Repeat often.

What The Heck is EOS? ~ A book review and 1 tip on how to use it

What The Heck is EOS? ~ A book review and 1 tip on how to use it

This is part book review and part ‘here is how you could use it’. Value #4 of The trU Group is learning + doing = growth, so learning is always accompanied with support to move to action! If you are not a company that uses EOS, check-out the EOS Journey page to get some context on what it is.

I need to say up front that I was a little skeptical of this book because I felt the previous book from EOS Worldwide, How to Be a Great Boss, was more repackaging old content to sell a book. After I read this book, I was skeptical no longer. It is formatted to be an effective learning tool, and I feel that any EOS company could and should integrate it into the development of EOS throughout their organization. It also follows my core belief #1:

Great conversations start with a question.

At the end of each chapter, they have included questions that an employee should ask their leader.  I guarantee these questions will drive some powerful conversations.

The book is written with a tone and language that speaks directly to people in your organization who are not on the leadership team. This is evident by looking at the table of contents; notice how it speaks directly to your people and drives their ownership in using EOS to help them work toward their own personal goals and the goals of the organization:

  • Chapter 1: What the Heck Is EOS?
  • Chapter 2: How Does EOS Work? (The EOS Model)
  • Chapter 3: Do You See What They Are Saying? (The Vision/Traction Organizer)
  • Chapter 4: Who’s Doing What? (The Accountability Chart)
  • Chapter 5: What Is Most Important Right Now? (Rocks)
  • Chapter 6: Why Do We Have to Have Meetings? (The Weekly Meeting Pulse)
  • Chapter 7: What’s My Number? (Scorecard and Measurables)
  • Chapter 8: How Am I Doing? (People Analyzer)
  • Chapter 9: What Do I Do Next? (Conclusion)
  • Appendix A: Your Role
  • Appendix B: Questions to Ask Your Manager

Here are the core sections I flagged with post-it notes as I read the book:

  1. IDS, p. 104: Teaches the IDS methodology and provides an example of how a leader might facilitate an IDS topic with two teammates. The example falls into the category of simple but not easy, yet as an implementer many of you have probably seen me be this direct. I have witnessed truths like this shared and issues resolved.
  2. Chapter 7: What’s My Number (Scorecard & Measurables), p. 114: Metrics to help teams and individuals see progress or issues more clearly in their work are critical for growth-focused organizations. This is also the topic I see organizations struggle with the most. The title pulled me in, and the content will drive great conversations with your team.
  3. Chapter 8: How Am I Doing? (People Analyzer), p. 129: This chapter is something that will scare leaders because a portion of your team will ask for feedback, and if you don’t do quarterly conversations around performance then get ready. The part I love about this chapter is that it teaches the People Analyzer method and encourages them to schedule a conversation with their leader.
  4. Great questions for self-evaluation and preparation for quarterly conversation, p. 139-140: Let me say it again, great conversations start with a question. The two questions presented that should guide the quarterly performance conversation are: “What’s working?” and “What’s not working?” This might be my favorite part of the book, and I am looking forward to your stories about the conversations that result from these questions.

There is lots of value in this book if you use it effectively. For some tips on how to do this, here is a book study template. I highly recommend this as an addition to your library. Here is a link to the book.

For my EOS partners, remember that I pledge 2-4 hours between quarterlies to more actively support your effective use of EOS. If it would help, I would be glad to help you construct and maybe even facilitate a portion of the roll-out of this book to your team. Just call me if you want to explore that option.