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 . .

Help is Not a 4 Letter Word

Help is Not a 4 Letter Word

How well do you ask for help? If we did a word association right now and I said the word help, what would be the first 5 words that come to mind?

I work a lot with leadership teams that are full of achievement minded, smart, goal oriented, and passionate leaders. One way I know the team is working is when I see one of those leaders openly admit they are stuck and ask for some time with the team to talk through the issue and help them get unstuck. I also watch for avoiding it, and if I see it I will make sure it gets named and talked about. It is when my job of helping teams have a productive conversation gets tough, and yet it is in these conversations that leaders are made and teams get healthy.

One of my 2018 summer reading list for leaders, I recommended Option B by Sheryl Sandberg and Adam Grant. In this book, they share a model called the Ring Theory by Susan Silk. It is a graphic representation of the rolls of different groups around a situation that generates trauma. The use is pretty simple, those closest or most impacted by the trauma go in the middle, and each ring contains the names of individuals or groups impacted by the trauma. The farther you are from the middle, the less impact it has on you emotionally. In Sandberg’s situation with the death of her husband, she put her children in the middle, herself and his parents/siblings in the next ring, and then different groups after that. The tool is simple, create the ring and comfort in, dump out. Dumping is unloading the emotions the situations is causing and/or asking or accepting help from those that are in outer rings.

The Ring Theory by Susan Silk

The lesson for leaders, when you drive change or have to react to change the market exerts on your organization, it is often helpful to look at it through the lens of the Ring Theory because of the emotions that are generated.  Have you ever been in one of these conversations:

  1. Restructuring a team due to growth, resulting in dividing up teams and changing leaders around
  2. Firing a well liked person
  3. Firing someone you hired, maybe a friend
  4. Trying to support someone who is going through one of the big three life stressors – death, divorce, job loss

All these situations, some sort of loss is created for people that requires work and time to heal before people can return to a a more normal state of productivity and joy. I have watched many leaders go through a similar situation in leading change, where they are focused in (their team members or teams), and not asking for help or accepting help. The Ring Theory is a reminder that those resistant forces often require us to dump out be seeking or accepting support from others.

The trick is, support in only works when people ask for or accept help. Effective leaders do it, and the rest treat help like a four letter word and avoid it at all costs, even though their need is obvious to all.

So let’s adjust the question: Do you act like HELP is a four letter word?

Lead well!

 

 

Leadership Wisdom 101: The Power of 2 or 3 or 10 (Part 3 of 3)

Leadership Wisdom 101: The Power of 2 or 3 or 10 (Part 3 of 3)

This is the third part in a series I called Leadership Wisdom 101:
Part 1: Seeing the Bigger Picture in Leading
Part 2: Developing Your Capacity to Lead Change

I have stared at this post for almost a month now, with the confidence that I needed to write it, but lacking the clarity on what I was going to write. Then Sebastian Junger’s latest book, Tribe, dropped into my lap thanks to a summer reading list for my daughter’s AP Literature class. His exploration of the power of belonging was my weekend read (only 136 pages) and it helped crystallize what I needed to say on this topic.

I have always known the power of having friends, parents, and being part of a strong team. Here are some random – but powerful – statistics on the power of being in relationship with others and having a sense of belonging to something:

  • If you are a smoker and a loner, and your goal is to live longer, statistically you should keep smoking but invest time in developing a group of friends. (Bowling Alone by Robert Putnam)
  • Single men will die 8-17 years earlier than their married male friends. (NBCNews.com)
  • One of the key 12 questions from Gallup to measure employee engagement – I have a best friend at work.
  • During the bombing of London in World War II by the Germans, doctors in London saw a decrease in mental health issues such as depression and suicide.

The importance of being connected to others is well-documented as a benefit across all areas of our lives. Junger’s book even provides some startling statistics around societies where a strong sense of community and individuals being connected to that community impacts things like suicide rate, PTSD in soldiers, and mass/random shootings. I recommend giving it a read. (Tribe: On Homecoming and Belonging by Sebastian Junger)

So what does that mean for leaders?

  1. First of all, you will not be at your best if you have no safe place to go talk about things you are struggling with or if you lack friends/significant others in your life.  A leader’s first job is not to drive profit, but to take care of themselves so that when hard decisions/times hit you have a web of community around you to keep you fresh and resilient.
  2. Secondly, when new people come onto your team, be intentional about getting them connected to others faster. Assign a mentor to them for 6 months and have them go around to each teammate or key contact from another department with the single item of getting to know them. (Best practice is to use a personality tool like DiSC or Birkman Method to talk about how they will work together along with a Team Member Fact Sheet to share personal information.)
  3. Thirdly, find activities every month to bring people together around a meal or an activity to maintain and build that sense of team and trust. It can be as simple as pizza or a potluck. It could also be a half day working on a Habitat for Humanity build or another community project.
  4. Finally, use planning to focus a team on a single problem to solve or a goal to reach. One of the reasons I became an EOS Implementer™ was the power in creating a simple plan that everyone could contribute to and understand. Coupled with weekly and quarterly rhythms around planning, the team becomes a community vs just a group of people working together.

There is more power in 2 than 1. The feeling of connectedness is a powerful thing, for our individual health and the ability to have a healthy and resilient city/state/country. The evidence is there, and as leaders this needs to be a basic truth you believe in and stay focused on – in both the habits you create for yourself and the ones you create for your team. Remember, teams will watch you how live as much as they listen to what you say. When they see you having friendships with peer executives, carving out family time for yourself, and being active in your own community, your words will become more powerful.

Listen . . Lead. Repeat often!

(Another great book about the power of a healthy community to impact performance and change lives is Season of Life: a football star, a boy, a journey to manhood by Jeffrey Marx. I am adding this and Tribe to my 2018 Summer Reading List for leaders)

The Sweet Spot: How to find it for yourself

The Sweet Spot: How to find it for yourself

Touring a garden recently with a master gardener (My Mom) and these words kept coming out of her mouth – they love it here. At the nursery last week, another seasoned gardener talked about healthy places for certain trees. Both of these experts taught me the same lesson, to always look for vibrant signs of health – growth, healthy color, and a full look. Life through the eyes of a gardener gave me a different view of the world around me.

It hit me that same view can be taken with people. That place where we are comfortable, happy, challenged, and energized is a great place to be. What words would you use to describe yourself in that spot?

  • Energized
  • Creative
  • Confident
  • Collaborative
  • Positive

This is our sweet spot. The ultimate trick is not knowing how to find this spot, but how to realize when we get there and how to return to it.

Some leaders can see it, just like the master gardeners can see when a plant is in the optimal spot for growth and performance. Most of us need help from people to tell us where that spot is, and maybe a little more help to stay on track making the moves necessary for all people on our team to be in their sweet spot. Imagine if we could coach our team so each individual knew where that spot was for themselves, and were driven to continually improve and increase their understanding of their own sweet spot?

Maturity is simply the knowledge to know where your spot is, the patience to work toward it, and the ability to make the shifts to perform at a high level even if you are not in the exact sweet spot. Mature does not equal old, it just means wise.

Leaders need to know their own sweet spot and surround themselves with people who can handle the critical work outside of that spot. Great leaders also know how to develop the wisdom in others to replicate that sweet spot for themselves at all levels of the organization. Imagine being surrounded by a dozen people who feel energized, creative, confident, collaborative, and positive? Even an amateur gardener like me could spot that team.

There is nothing better than to watch your kids, your friends, your team, or yourself perform in that sweet spot!

Anybody told you lately, “I can tell that you like it here…”? If not, it is time to get to work finding it.

Three great resources to help your thinking:

Master gardeners don’t just work with plants.

Lead well . . .

Golf, Ego and Leadership: 3 questions to get you out of the trap

Golf, Ego and Leadership: 3 questions to get you out of the trap

In my league this week I shot double my handicap, which in my case is an extra 10 strokes for nine holes. I was playing against a guy named Reese, who happened to shoot under his handicap, which was a 3 already. In real terms, he shot a 37 and I shot a 55. I lost.  More than losing though, is I lost a chance to learn. You see, part of my problem was the long grass that has grown since my last round. When I got in it, I never cleanly hit my ball out, and one time it took me 3 swings to move it 40 feet to regular grass. Reese got into the same grass and knew how to hit the ball cleanly towards the hole, and one shot traveled over 100 yards and landed within 10 feet of the hole.

My loss was not in the score, but in the anger and frustration that just made me swing harder. Ironically it was 12 hours after the round ended that it dawned on me – why didn’t I just ask Reese for some tips on how to hit out of that grass?  He and his father were both great golfers and nice guys, and I am sure he would have given me some pointers because I will be back in that stuff next week, guaranteed. 🙂 My EGO got in the way.

Has your EGO ever put you in a position where you just ‘swing harder’ or maybe just stopped participating?

In my book, People-Centered Performance, I call misaligned ego as the number one threat to people-centered leadership. Ego, by itself, is actually a necessary ingredient for leaders. Merriam-Webster defines ego as “the opinion that you have about yourself.” As a leader, it gives you confidence and helps you recover quickly from mistakes. Here is what I wrote about the conditions that make ego get negative:

Ego is most at risk when we are in the midst of disorienting change. When change is too much, too fast, our self-perception is challenged by the unfamiliar landscape. Anytime our ego is at odds with reality, we are vulnerable.

Back to my golf game, I wrote these words but did not live by them. You see, I am not a great golfer and if I am faced with changing conditions I will shoot a higher score until I figure out how to change how I play. Historically it is the next round. 🙂 My misaligned ego kept me from adjusting. It kept me from asking for help.

Where is your ego misaligned?

  • Is a peer offering input that you are dismissing because you have more experience?
  • Are you managing people that are experts in their work and you spend time getting in the minutia of their work vs aligning their efforts with bigger organizational goals and removing barriers they are encountering?
  • Are you working for someone younger or less experienced than you are and find yourself thinking ‘What an idiot’ or ‘Who are they to tell me what to do?’ everytime they open their mouth in a meeting?

As I look back on my coaching work over the last year I have seen this over and over. It can be an expensive leadership lesson if not corrected quickly – Your best people leave. Your bonus is lower. A promotion goes to someone else. You lose your job.

Tip: Spend a week looking for situations or people that trigger you into going into EGO overdrive. If you are not sure ask your spouse or close friend and they will tell you. Next time you find yourself in that situation or with that person, here are three questions to get out of the heather:

  1. What outcome is important here?
  2. Who can help me achieve this?
  3. Am I ready to ask for their help? (then ask)

Listen . . Lead. Repeat often!

Leadership Wisdom 101: Developing Your Capacity to Lead Change (Part 2 of 3)

Leadership Wisdom 101: Developing Your Capacity to Lead Change (Part 2 of 3)

What is the biggest change you have ever experienced in life and how well did you lead through it?

How long did it take you to move from ‘the fog’ that overtakes you in a big change to a place where you could see new opportunities?

I believe transitions are the single biggest place for growth and pain. It is also the place where big personal changes provide us an opportunity to develop the wisdom and experience that translates back into our ability to lead change at work. The researchers call this resilience. The regular word we use in daily conversation is wisdom. Here are two lenses to help you develop the capacity to lead change. Next time you hit a change of any sort, use one of these to reflect, act, and grow.

Lens #1: William Bridges – This model is presented in more detail in his book, Transitions, and is a powerful lens through which to see our personal transitions in a different way. I have used it extensively with people in career transitions or any other job-related change. It is based on a recognition that in personal changes we need to let go of things (Endings) before we can see our situation in a new way (Neutral Zone). In the Neutral Zone, painful and confusing feelings still exist (emptiness, confusion, alone-ness) until we actively begin to try new things, which ultimately move us to a New Start. Yes, we do slide back, and in highly complex changes, multiple endings emerge that force us to retrace our steps. Here is a real example of how the model plays out in a career change:

It was the first day of our 3-month career transition program. During the check-in, she talked about how she was a teacher, and the idea of leaving her profession made her feel guilty for abandoning her kids and losing her summers. (Can you hear the endings in those statements?)  After a few classes and different exercises, she shared that she was beginning to see herself as someone who had a passion for helping people, and was skilled at using learning to assist people to grow and contribute more in their work. She was also wondering where that fit in the business world? Admittedly, she was still feeling anxious about actually working in a business. (Can you hear the neutral zone clues?) In our last conversation, she was two weeks into an internship with a business helping them pull together customer training for a new product they were launching. She was excited about the realization that learning for adults was like the hands-on/experiential approach she used in her classes. She was also excited about how quickly the learning showed up in performance. Having the summer off was still something she was not sure she wanted to give up.

Lens #2: 3 Ps by Martin Seligman – In her book Option B, Sheryl Sandberg shares a model explaining the barriers to personal recovery in life events. If you don’t know her story, Sandberg is the COO at Facebook and lost her husband from a heart attack a couple of years ago. Here are the 3 Ps that stunt personal recovery from events in our lives:

  1. Personalization – The belief we are at fault.
  2. Pervasiveness – The belief that an event will affect all areas of our life.
  3. Permanence – The belief that the aftershocks of an event will last forever.

Studies have shown that adults and children will recover more quickly when they realize it was not their fault, begin to see the positives in other aspects of their life that were not taken away by the event, and begin to see improvement and healing through the gift of time.

While the Seligman 3 P model is generally applied to big life events like death, divorce, job loss, or abuse, can you hear the similarities with what Bridges shares? For those of you that have navigated such a life event, how has that translated back into how you lead others?

Change will happen inside and outside of work, and each event is an opportunity to develop the personal ability to navigate those changes, which becomes the foundation for all of us to be great leaders of change.

For leaders, here are the three truths that you need to take into any change conversation:

  1. It is a studied process, so rely on a model to plan the change.
  2. It takes time, so the sooner you start planning, the better.
  3. You cannot control how people react, but you can control creating conditions where people feel supported/safe and are invited to take the next step in change.

The #1 reason leaders struggle with change is because they cannot control the choices others make. The #2 reason they struggle with change is because they have not allowed people the time they need to process change, especially the big ones.

The third issue that trips up leaders in navigating change is that it requires the help of others. In the next post, we will explore what I call The Power of 2.

Download a free one-pager on change. It includes the Bridges model, and also an additional tool that works well with planning organizational changes from Scott & Jaffe.

Lead well!

Leadership Wisdom 101: Seeing the bigger picture in leading (Part 1 of 3)

Leadership Wisdom 101: Seeing the bigger picture in leading (Part 1 of 3)

We were meeting to review the launch of EOS® (Entrepreneurial Operating System®) with her team, when one comment stuck with me:

Scott, one of the things you did extremely effectively was to bring in analogies around leadership and planning that relate back to being a parent. We are all parents, and that helped us see how our experiences as parents are actually building blocks for us as leaders.

I was glad to hear that, because that is a core message of mine and she listened!

It is also a passion of mine to help people see themselves leading in all aspects of their lives. In my work with hundreds of leaders, too often I see them compartmentalizing their learning to one aspect of their lives, and missing the chance to apply it to all areas of their lives.

Another recent reinforcement of this was during a check-in with a leadership program I lead. When asked to share one way in which they applied a learning since the last time we met, a leader shared – with a significant amount of surprise and some timidness – that “the active listening learning actually helped me at home in some situations I was working through with my teenage daughter.” My response? Grateful! Grateful this person was strong enough to share a non-work and personal experience to remind us all that we lead in all aspects of our lives.

Do you see yourself leading in all aspects of your life? Here are three questions to help you reflect and learn from your own experiences:

  1. In what part of your life are you being most challenged to lead and it is not going well?
  2. In what part of your life is your ‘leading’ going well?
  3. How can you apply what you have learned in #2 to have more success in the area you defined in #1?

I face the same challenge everyday, too. One tool I have used to help me see my ‘whole life’ as my leadership canvas is the Wheel of Life exercise, which is a foundation for coaching. If you want to explore this, download it and follow the directions.

More to come on lessons I have learned in one area of my life and how they apply to leading in others. . .

Lead well!

My Top 5 Leadership TED Talks

My Top 5 Leadership TED Talks

I was recently speaking with a group and asked if they had seen one of my favorite TED Talks. Over 50% of the group had not.

It hit me that there are thousands of great talks and, as a result, some of the classics I share as part of my journey to help develop people-centered leaders have gotten lost in the shuffle.

Here are my top 5:

  1. Simon Sinek: How great leaders inspire action – One of the most-watched TED Talks ever. The wisdom he shares can be used at many different levels; I have used it in career conversations, strategic planning sessions, and change management training. Watch and share often!
  2. Simon Sinek: Why good leaders make you feel safe – Is trust and safety important? Aspiring and committed people-centered leaders know the answer is ‘Yes’, and this video will help you explore it and identify some actions you can do tomorrow.
  3. Sherry Turkle: Connected, but alone? – What is the role of social media in healthy relationships? There is research around this, and Sherry Turkle is an expert.
  4. Susan Cain: The power of introverts – I like this video because it stresses the importance of having introverts on teams, helps understand how common it is to be introverted, and challenges introverts to speak up!
  5. Derek Sivers: How to start a movement (short and funny) – There are not too many funny and short TED Talks. People-centered leaders understand the importance of having people willing to follow them, and this video lays a clear vision for the importance of followers.

Listen . . Lead. Repeat often!

Scott

The Book of Joy: The 20 thoughts that stayed with me

The Book of Joy: The 20 thoughts that stayed with me

One question I ask on the Team Member Fact Sheet is: If you could have dinner with anyone, past or present, who would you select and what question would you ask them? When I answer this, George Washington comes to mind and the thing I would ask him is: What part of what you put in place when this country was formed do you hope is still there in 200 years?

When I was handed The Book of Joy, it was not on my personal bucket list to go into a room with Bishop Desmond Tutu and the Dalai Lama to ask questions and listen to them share their stories and collective wisdom for a week. As I read the last page, I felt like I had been part of a very special event – and I had a book with pages dog-eared around all the thoughts I collected during the journey. I liked this book, and as you head into a gift-giving time of year, it is worth putting on your list.

Instead of writing a review, let me just share some of the thoughts I highlighted from those dog-eared pages and let the thoughts and wisdom stand on their own for a little while:

  1. So when you look at the same event from a wider perspective, we will reduce the worrying and our own suffering. ~ Dalai Lama (p. 37)
  2. A study (by Brickman, Coates, Janoff-Bulman) found that lottery winners were not significantly happier than those paralyzed by an accident.
  3. Courage: Is not the absence of fear but the triumph over it. ~ Nelson Mandela (p. 94)
  4. Courage: Is not the absence of fear, but the ability to act despite it. ~ Desmond Tutu (p. 94)
  5. Studies have shown that sadness lasts longer than fear or anger. Fear lasts 30 minutes, sadness 120 hours. (p. 110)
  6. Sadness seems to cause us to reach out to others. We don’t get really close to others if our relationship is made up of unending hunkydory-ness. It is the hard times, the painful times, the sadness and grief that knit us more closely together. (p. 110)
  7. Without love, there is not grief . . . when we feel our grief, uncomfortable and aching as it might be, it is actually a reminder of the beauty of that love, now lost. ~ Gordon Wheeler (psychologist) (p. 113)
  8. Hope requires faith – even if that faith is in nothing more than human nature or the very persistence of life to find a way. Hope is nurtured by relationships, by community. Despair sends us inward. Hope sends us into the arms of others. (p. 123)
  9. Mudita is the Buddhist concept often translated as “sympathetic joy” and described as the antidote to envy. It is considered one of the Four Immeasurables, qualities we can cultivate infinitely. The other three are loving-kindness, compassion, and equanimity. (p. 140)
  10. A quote from a Tibetan imprisoned by the Chinese (and tortured) for 18 years. He told me he was in danger of losing his compassion for his Chinese guards. ~ Dalai Lama (p. 156)
  11. The real secret of freedom may simply be extending this brief space between stimulus and response. Meditation seems to elongate this pause and help expand our ability to choose our response. (p. 180)
  12. Marriages, even the best ones – perhaps especially the best ones – are an ongoing process of spoken and unspoken forgiveness. (p. 181)
  13. Research has identified key influences on happiness. One being our perspective towards life, or our ability to reframe our situation more positively. (p. 199)
  14. So many people seem to struggle with being kind to themselves ~ Dalai Lama (p.212)
  15. Why be unhappy about something if it can be remedied? And what is the use of being unhappy if it cannot be remedied? ~ Dalai Lama
  16. Forgiveness is the only way to heal ourselves and to be free from the past. ~ Desmond Tutu (p. 230)
  17. We stand firm against the wrong not only to protect those who are being harmed but also to protect the person who is harming others, because eventually they too will suffer. ~ Dalai Lama (p. 234)
  18. Exile has really brought me closer to reality. When you are in difficult situations, there is not room for pretense. In adversity or tragedy, you must confront reality as it is. ~ Dalai Lama (p. 243)
  19. Joy is the happiness that does not depend on what happens. It is the grateful response to the opportunity that life offers you at this moment. ~ Brother Steindl-Rast (p. 245)
  20. Unforgiveness robs us of our ability to enjoy and appreciate our life, because we are trapped in the past, filled with anger and bitterness. (p. 245)

 

5 Powerful Questions for New Leaders & 1 Habit to Maintain Traction: Guest Post by David C. Baker

5 Powerful Questions for New Leaders & 1 Habit to Maintain Traction: Guest Post by David C. Baker

Today’s guest blogger is David C. Baker. I met David when I first started my business, through a contact from his publisher during the launch of his book, Managing (Right) for the First Time. I was drawn to his book because I believe managing leadership transitions is one of the keys to success. I read his book cover to cover and helped distribute 24 signed copies to many of you. Of all the books I have shared with clients (over 200 to date), David’s is by far the one I get the most comments back from people about being helpful because it is so practical.

The following content is the property of David C. Baker and is shared on this blog with his full approval. Any reproduction or use of this material without his consent is not lawful. If you like it and want to use it somewhere else, just ask him directly using the link at the bottom of the post.

You haven’t noticed yet, but there are several little red light points on your chest. And no, it’s not because the neighbor kid is playing with the slide presentation pointer that fell out of your briefcase last night when you stumbled home, finally, after a hard day at work. It’s more that you’re in the cross hairs of one or more people who are watching very carefully how you react in the next few weeks.

You’ve crossed a threshold, see, by either managing people for the first time, or trying to do it right for the first time. This is your chance. You’ve experienced a seminal event in your life by entering the “management” room that you’ve only heard of in the past. You’ve criticized the people who have occupied this room without ever knowing what it was really like to be in their shoes.

Now you get to find out, and you get to do it better. Are you ready? Have you been paying attention? Do you understand the minuses that will come with the pluses? It’s a wonderful journey, but it’s not without difficulty.

I can’t remember much about the first time I managed people. Maybe for you it was like my experience, a more gradual transition in that I was managing them in reality long before I was managing them officially, and being promoted was more about recognizing what was already taking place. That’s probably the best way for it to happen.

But I probably don’t remember that first time simply because our culture doesn’t value management all that highly. You don’t read about great managers like you read about great athletes, and so we aren’t accustomed to thinking of the entry to management as some sort of anniversary.

It is, though, because it changes your life. It may not change your life to the same extent that childbirth, marriage, divorce, or death will change your life, but it certainly sets a course with all sorts of implications for your life.

This is a change, and how you react to it will affect your happiness, relationships, health, and wealth. It will also have a strong impact on the people you manage.

You do realize that, right? Twenty years from now, let me sit down with one of your current clients and ask them about you, your impact, and what they learned. Chances are they won’t even be able to dredge a name out of their murky memories. The same is true of your vendors.

But let me do that with one of your current employees in twenty years and they’ll remember you for sure. Hopefully it’ll be for the right reasons, and that’s the opportunity that is in front of you.

Seeing the opportunity is the first step. The next is step back to think about the situation you are stepping into and setting your sights on the impact you want to have. Here are 5 key questions every new leader should ask:

  1. What were the reasons you were chosen for this role?
  2. What are the expectations for you for the first 6 months?
  3. What does your team believe are your key responsibilities?
  4. In 20 years, what do you want others to be saying about you as a leader?
  5. For each item in #4, write 1 or 2 things you commit to doing that will be your first steps towards your leadership legacy?

Key action to maintain momentum: Over your first 6 months, look back at your answers to the previous five questions weekly and think about your progress. If you are brave, get feedback on #2 and #3 from your leader or team. Then weekly ask yourself the questions:

  1. What do I commit to KEEP doing in the next week?
  2. What do I commit to START or STOP doing to improve my effectiveness as a leader?

Did David’s words and wisdom resonate with your leadership role? Visit David’s website or email David directly at david@recourses.com. Here are some additional links to his books:

The Business of Expertise: How Entrepreneurial Experts Convert Insight to Impact + Wealth

Financial Management of a Marketing Firm

Managing (Right) for the First Time: A Field Guide For Doing It Well