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?

Followership: Moving/Leading up the model

We make models to define an idea – so that it can be discussed, challenged, shreaded, and refined.  I call this learning.

Yesterday I had a chance to talk through the Five Levels of Followership with a team and here are my highlights: (here is a link to my original post defining the idea)

1. “I see myself bouncing between levels 2, 3, 4, and sometimes 5 as a follower.  To do my job well requires me to work in different ways.”

2.  What does it take for a leader to help someone move from:

  • Level 1 – level 2:  Explain the tasks/success measures for the role and/or deliver the message that their presence is costing the team more than they are contributing.
  • Level 2 – Level 3:  Recognize the great doing / Challenge to look for moments to create fans with their energy and attitude.
  • Level 3 – Level 4:  Ask occassionally “What do you see that needs to be fixed/streamlined?  What would make your job or our jobs easier?”
  • Level 4 – Level 5:  Hmmm . . . . . .  . (no answer to this – you have one?)

3.  What does it take from the perspective of a follower to move from:

  • Level 1 – level 2:  An individual making the choice to approach their work differently.
  • Level 2 – Level 3:  An individual making an internal shift from duty to passion for their work and the impact they can make.
  • Level 3 – Level 4:  Thinking and experience in doing a task and knowing how it works today – then asking “What is possible here that would be better?”
  • Level 4 – Level 5:  Asking “What if?” at a higher level.   Knowing the vision for the group and being able to see a shift needed to move there.

It is a great discussion to get leaders and followers in a room to talk about what real teamwork looks like.  Invariably, followers leave seeing their role with greater clarity(and ownership) and leaders recognize they have a role, but do not have to shoulder the whole burden for performance (ie.  it is okay to ask for help!)

I love this topic and I also love how this video captures it.  Take a look at this one from TEDx – and it might be a good way to kick off your next leadership meeting, followed by the questions:

  • What does this say about leadership?
  • What does this say about followership?
  • What challenges to we face as a team that this speaks to?

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

Do we need a Talent Management Initiative? No . . . Part I

I created a Talent Scorecard to help leaders think through what they have been doing around connecting with their people to make sure they are focused, understanding their challenges, getting their needs met, and receiving feedback on their progress.  In the human resources world we call this talent management.  To most of the rest of the world this is called leadership, management, or friendship.

The first set of numbers shocked me.  Here they are and remember that I asked HR leaders to fill these out as if their CEO was doing this 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 Talent

  100% <100%
I delivered all of the evaluations on time. 36.7 % 63.3 %
I have one-on-one discussions with each member of my staff at least once a month. 63.3 % 36.7%
I have reviewed all the evaluations of my team’s staff. 51.7 % 48.3 %
Each person on my team has a development plan. 27.6 % 72.4 %

Too many people are getting late evaluations and do not have any sort of development plans. 

Remember the Gallup Q12?  The first two questions are:  I know what is expected of me at work and I have the tools I need to do my job.  On-time performance conversations and frequent one on ones to hear progress, identify needs, and solve problems make these questions a reality.  The development plan is critical in getting people thinking about the future and helping them grow.

Based on these numbers, it is not happening enough.

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

Words that make me go Hmmmm – Hold accountable

I read a letter to the editor in our local paper this morning that included the sentence . .

I urge parents of all children in the district to be activist parents and hold their public schools accountable for the quality of services their children are receiving.

Too often I see the word accountable held up as an initiative that is, in itself, the way to fix a business.  I then look for what words appear around it to suggest what else needs to be happening to build this accountability.  In this sentence you will see the words activist / hold / quality.  So what do you think will be the next step in the minds of the people reading this sentence?

Accountability is important in business, performance, and life – but the words around it are probably more important.

I will do more for you if I respect you and feel your commitment to helping me be successful.  I will perform better for you if I get a chance to share my thoughts or if I am invited to a team to solve a problem together.  Great teams have accountability, but they also have trust, a shared sense of commitment, and the willingness to listen, to forgive, and to fix. 

As a coach, clients will often express the accountability they feel knowing that I will ask the question “What has happened with your commitments since the last time we talked?”, which is good.  What I remind them is that there is lots of learning to happen in commitments that do not get done, and rather than feel guilty and view a coach as the accountability police, see me as a partner to explore, understand, and to solve.  Great accountability also has a element of safety.

Feel free to use the word accountability as a leader, but I challenge you to examine the words around it first.

What are your Leadership Rocks?

Yesterday I was invited to take a look at a peer’s reading list and it overwhelmed me.  I have read a lot of books, but we shared very few in common.  For a moment, the thought of relearning what I believe made me kind of tired.

Then I remembered what I believe, and the thought of starting there and seeing where the new material fit  and where it challenged my beliefs sounded exciting.  I look forward to the cup of coffee and conversation we will share in the near future.

So what is your leadership rock?  The foundation of what you believe that keeps you grounded?  For me, it is a definition given by Ken Blanchard that I memorized as an instructor for his Situational Leadership II class and carried with me into my leadership roles.  

Leadership is and influence process. When you work with people to accomplish their goals and the goals of the organization.

It is one of my rocks.  I so enjoy sharing it and asking the question “What words jump out for you?  Why?”

Rocks shift, but it takes a lot of effort to move them.  We should all be ready to shift and grow, but we need our rocks.  Leaders need a foundational set of beliefs to help them to stay steady.

What are the Leadership Rocks for you?

Nobody Behaves Well In The Corner

My business/mission is being a guide for people so they realize the excellence they were born to achieve and helping organizations achieve their business goals by aligning a people strategy behind them (and helping to build the strategy on occassion). In my experience walking in to unfamiliar territory, I have developed an ear for certain words. Here is a short list:

  • Crazy
  • Narcicist
  • Unreasonable
  • Abnormal
  • Wierd
  • Bipolar
  • Nuts

Get the idea? Sometimes I wonder how many people truly have a mental disorder, because it can feel like there is an epidemic in certain corporate settings. So I googled What percent of adults have a mental disorder?. This brought me to a site that shared the information that in any one year 28-30% of adults experience mental or addictive disorder. Of that group, only 5.4% have a serious disorder that is likely to last beyond a year.

Yesterday a friend shared with me the quote Nobody behaves well in the corner.  Another way I say it is that stress does things to people that often are not very positive.  Dr. Roger Birkman spent decades perfecting his own assessment along these lines that has become the Birkman Method.  This is a tool I use to help people name the source of their stress and the resulting behavior.  The Birkman Method provides input on both usual behavior (what people see), needs(mostly hidden, but identify preferred environment; clarify motivational needs, highlight inner strengths), and stress behavior(counter productive, frustrated actions).  Here is an example of what these sound like:

Area:  Relating one on one with others:

  • Usual Behavior:  Candid and matter-of-fact, minimal self-conscious feelings, outspoken and unevasive, at ease with superiors.
  • Needs:  Frank and direct relationships, genuine praise free of sentiment, direct/straight forward corrections and instructions, candor from superiors and associates
  • Stress Behavior (happens when needs are not met):  Inconsiderate in personal relationships, downplays the importance of personal needs of others, uncomfortable when relationships require sensitive understanding

Any of these sound familiar?  When we back people into a corner (low resources, threat of job loss, inconsiderate teammates, no communication, lots of long hours) some strange behavior often results.  The Birkman Method has been a great tool for leaders I work with to help them see the sources of their stress and deal with it.

There are some people that genuinely need professional help to address things they are feeling.  But beware of labeling without first understanding.  If someone is in a corner, that COULD BE the reason for their behavior.