Insights into the Dynamic World of Nursing

Recently I sat down for a conversation with Kathleen Kaminsky, MS, RN, NE-BC.  Kathleen is the Senior Vice President, Patient Care Services and Chief Nursing Officer for Englewood Health in New Jersey.

Rhonda Williams:  Kathleen, thank you for sitting down with me today.

Kathleen Kaminsky:  Thank you, Rhonda. It’s my pleasure.


Q:  Kathleen, can you share a bit about your leadership journey at Englewood Health? It looks like you’ve had quite the impressive tenure here.

Kathleen Kaminsky:  I’ve been with Englewood Health for 39 years. I started as a unit secretary prior to becoming a nurse. I began to advance and served as the Chief Quality Officer for nearly 20 years. Around 2015, I stepped in as Interim Chief Nursing Officer for under a year before returning to focus on population health and quality. In 2018, I officially became the Chief Nursing Officer, and quality remains a part of my focus.

When I transitioned into the CNO role, I immediately recognized challenges and opportunities for growth, particularly vacancies in critical specialties like the emergency department, ICU, and operating rooms. One of my first priorities was establishing support programs for new graduates, such as an emergency department residency program. We started with critical care and expanded to areas like the ED and L&D. This was all happening just as COVID struck, which significantly influenced the early-career experiences of new nurses. Many had more simulation-based training and fewer live patient interactions. Post-COVID, we faced retirements and turnover, but we’ve remained focused on developing excellent nursing professionals and fostering stability in our units.

Q:  You mentioned developing a pipeline for nurses and new graduates. What specific initiatives have you implemented?

Kathleen Kaminsky:  We’ve taken a multifaceted approach. For example, we added PCAs (Patient Care Associates) and BSN students. We encourage team members in other roles—like transporters—to pursue nursing. Tuition reimbursement has been critical in this effort.

We were also fortunate to receive a $10 million philanthropic gift from the Kaplen Foundation and its president, Maggie Kaplen in March 2020 dedicated to nursing, which allowed us to establish the Kaplen Institute for Nursing Excellence. The institute provides scholarships, supports professional development, and fosters innovation. This framework has been pivotal in our goal of developing a sustainable nursing pipeline and ensuring ongoing nursing excellence.

Rhonda Y. Williams:  Your dedication to creating a structured pipeline for nursing talent is commendable and speaks to the importance of intentional leadership. It sounds like The Kaplen Institute not only addresses immediate staffing needs but also invests in the long-term development of future leaders in nursing.


Q: Generational differences are a growing focus in workplaces today. Many workplaces have four or five generations working together. How have you seen this play out across your team?


Kathleen Kaminsky:  Generational differences have certainly shaped how we work. I’m from the last cohort of Baby Boomers, a generation known for its commitment to staying with one organization for decades. Today’s workforce is different. Many younger nurses prioritize work-life balance, flexibility, and career mobility.

We’ve responded. For example, we have moved to 12-hour shifts for most units because that’s what our staff wanted. We’ve also embraced flexible schedules, allowing nurse managers to choose between four 10-hour shifts or five 8-hour shifts. This has been well-received and helps accommodate varying needs.

However, this shift has changed team dynamics and continuity of care. If a nurse only works three days a week, they might not see the same patients or colleagues consistently, which impacts relationship-building and team cohesion.

To address this, we invested in mentoring programs. We encourage senior nurses to mentor newer staff. One of our units even partners with academic institutions, allowing nurses to mentor students who may later join the team. Having you join us for this presentation on intergenerational communication is also in alignment with our goal of fostering open communication across generations. It is critical and fosters a more connected, collaborative environment.

Rhonda Y. Williams:  Generational differences aren’t just about work preferences; they shape how individuals communicate and collaborate. Training on generational understanding along with tools like DiSC personality profile assessments can help teams understand these differences and foster stronger relationships by identifying both generational and individual behavioral tendencies.


Q: Leadership development is a critical element of a healthy workforce. Can you share a little about your processes for managing this?


Kathleen Kaminsky:  When I stepped into this role in late 2018, we identified a huge opportunity to revamp our leadership development processes, particularly for nurse managers. At that time, the structure of the program was still evolving, and the orientation process had room to better align with the needs of our workforce. We rebuilt it using the American Organization for Nursing Leadership competencies and framework, focusing on creating a more structured and intentional approach.

While COVID disrupted our progress for several years, we’ve recently started revisiting and enhancing these efforts. One area we’ve recognized as critical is providing consistent orientation—not just relying on preceptors but addressing knowledge gaps like operational rules and foundational processes.

Our workforce also takes advantage of development programs offered by Human Resources through the Englewood Academy’s Leadership Development Institute.   These programs are designed to meet team members at different stages of their careers.  Each session is carefully crafted to provide valuable insights and practical tools that align with the individual’s role and experience level.

Rhonda Y. Williams:  Thank you for sharing that with us. Development of leaders is never an event, but instead it is a process. In our work at Thunderbird Leadership Consulting, we know how important that is, and we help organizations understand their leaders and teams at a deeper level using assessments. We firmly believe once you truly understand who they are as people, then we can enhance relationships, communication and overall workplace morale and productivity. Effective leadership development must address three key groups: new leaders, experienced leaders who need ongoing growth, and newly promoted leaders who may feel overwhelmed. Structured programs that include mentorship and continuous training are essential for building a resilient leadership team.


Q:  Many nursing leaders are actively engaged in the practices you
ve shared here with us and Im sure theyll find value in what you have shared. Can you briefly speak to leadership burnout and what you are seeing on your team. Its such an important topic for todays workforce dynamics.

Kathleen Kaminsky:  I think having flexibility, work life balance and fostering a healthy work environment are essential to reducing the risk of burnout in our leaders.

All team members have access to wellbeing resources. For instance, we have a Team Wellness Primary Care Access Center designed exclusively for Englewood Health employees and their immediate adult family members. Englewood Health offers confidential mental and emotional health resources to our team members.

Available services are visible on our employee portal, promoted during employee wellness fairs, and we have presentations and information that goes out regularly for the team. Leaders are educated to ensure that if team members express a need or would benefit from referral to team wellness services, those referrals are made.

Rhonda Y. Williams:  Thank you, Kathy. Just as each organization is unique, challenges around stress and burnout are similar but different. I appreciate hearing about Englewood’s comprehensive approach.

Q: What’s your vision for the future of leadership at Englewood Health?

Kathleen Kaminsky:  My hope is to see our leaders continue building their skill sets and toolkits. It’s essential to provide nurse managers with the resources and support they need to succeed. Succession planning is also critical. By focusing on strategy and mentorship, we can prepare our leaders to navigate the evolving challenges of healthcare.

I also want our team to feel like they have work-life balance. That’s important because it was something they asked for.

Finally, I want to thank my executive team. I have a lot of support to lead in the way that is best for our team.

Rhonda Y. Williams:  It’s not easy leading a dynamic healthcare workforce today. Thank you for recognizing the importance of flexibility and strategic development so you team can provide the best possible care to patients, families and each other.

I realize you are incredibly busy, and I thank you so much for your time today.


Final Thoughts

This conversation with Kathleen Kaminsky highlights the importance of intentional leadership, adaptability, and continuous development in today’s healthcare environment. From addressing generational differences to creating structured leadership pipelines, Englewood Health’s initiatives serve as a backdrop for the evolving needs healthcare teams experience today. For leaders across industries, the lessons shared here are universally applicable: understand your people, invest in their development, and adapt to meet their evolving needs. That is a recipe for success.

Balancing Optimism with Realism: How Leaders Can Counteract Toxic Positivity

By Tresha Moreland, MBA, SPHR, Fellow (FACHE)

In the modern workplace, leaders often emphasize the importance of staying positive, especially when navigating tough times. However, when optimism becomes excessive and dismisses legitimate concerns, it turns into toxic positivity—or “glossing.”

Glossing is the tendency to mask challenges with relentless positivity, creating an environment where employees feel unheard and their struggles minimized. Leaders who recognize and address this tendency can foster trust, empathy, and open communication.

Understanding Toxic Positivity

Toxic positivity is the compulsion to react to distress with superficial assurances, such as “Everything will be fine” or “Look on the bright side,” without acknowledging the real challenges at hand. While a positive outlook can motivate, consistently brushing over problems stifles open dialogue and invalidates emotions. The result? Teams may feel pressured to hide concerns or adopt a “just keep smiling” attitude, which erodes trust and authenticity.

Leaders must balance optimism and realism to create a supportive, truthful, and productive environment.

Why Glossing Is Detrimental to Trust and Team Dynamics

Glossing can erode trust and team cohesion in subtle but damaging ways:

  • It suppresses open communication: When leaders ignore or downplay difficulties, employees may feel discouraged from voicing concerns or offering feedback. This can create a culture of silence where critical problems are overlooked until they escalate.
  • It fosters disconnection: Employees must feel that their leaders understand and empathize with their experiences. By glossing over challenges, leaders risk appearing out of touch or insincere, damaging their credibility.
  • It undermines problem-solving: Productive teams thrive on tackling problems head-on. Toxic positivity prevents teams from discussing obstacles and finding real solutions, ultimately hindering growth.

Practical Strategies for Leaders to Avoid Glossing

Recognizing tendencies toward glossing is only the first step. Leaders need actionable strategies to maintain a healthy balance between optimism and realism. Here are some practical approaches:

1. Embrace Transparent Communication

Transparency is the antidote to glossing. Leaders should be clear and upfront about challenges without being defeatist. For example, during periods of organizational change, it’s more effective to say, “We’re facing a difficult transition period, but I’m confident we have the resilience to navigate it,” than to say, “Don’t worry; it’s all going to be perfect.”

Practical Tip: Share facts and context. Discuss what’s going well and acknowledge what isn’t. This builds a culture where employees know they’re getting the full picture and can trust leadership to be honest.

2. Encourage Empathetic Leadership

Empathy allows leaders to connect with their teams on a deeper level. When employees feel understood, they’re more likely to engage openly. Empathetic leadership means acknowledging stressors, asking questions, and listening without judgment.

Practical Tip: Practice active listening during meetings and one-on-ones. Instead of moving quickly to solutions, pause to acknowledge what’s being shared. Phrases like “I hear you” or “That sounds challenging” can create a safe space for honest communication.

3. Create a “Safe-to-Speak” Environment

One of the best ways to counter toxic positivity is to clarify that constructive criticism and honest discussions are valued. Employees should feel safe sharing their concerns without fear of reprimand or dismissal.

Practical Tip: Establish regular feedback sessions where teams can discuss both wins and challenges. Implement open-door policies that encourage employees to voice their thoughts outside structured meetings.

Balancing Positivity with Realism

Optimism can still play a significant role in leadership—when used correctly. Positive reinforcement motivates teams and helps maintain morale. The key is to balance optimism with realistic acknowledgment of the current situation.

How to Balance:

  • Acknowledge the struggle and celebrate efforts: “I know this project has had its difficulties, but I want to recognize the effort everyone’s put in. We’ve overcome some major hurdles, and I believe we can keep pushing forward.”
  • Model vulnerability: It’s okay for leaders to share that they don’t have all the answers. Saying, “This is tough, and I’m still figuring out the best path forward,” can make leaders more relatable and inspire confidence.

The Long-Term Benefits of Avoiding Glossing

By counteracting toxic positivity, leaders foster a work culture that prioritizes transparency, empathy, and trust. This, in turn, creates:

  • Stronger team morale: When employees know they can be honest without repercussions, morale improves. They feel valued and seen, which boosts overall job satisfaction.
  • Better problem-solving: Transparent dialogue allows teams to identify challenges early and develop solutions collaboratively.
  • Sustained resilience: Teams that face challenges head-on are better prepared for future uncertainties. They develop resilience by learning to adapt, pivot, and support each other through change.

Wrapping it Up

Leaders don’t need to choose between positivity and realism—both can coexist in a healthy balance. By recognizing and counteracting glossing tendencies, leaders build trust and foster an environment where open dialogue thrives. The result is a workplace where employees feel empowered, engaged, and equipped to navigate challenges together.

Teaming to Drive Organizational Change

By Teresa Ong

At the League’s 2024 Innovations Conference, Chancellor Lee Lambert from Foothill-De Anza (FHDA) Community College District and Dorothy Sisneros from Thunderbird Leadership Consulting (TLC) presented a session on teaming and context-based coaching as a method for executive leaders to cultivate and sustain high-performing teams. FHDA is actively implementing teaming and context-based coaching as part of its leadership professional development initiatives. This article provides a first-hand narrative of the use of this approach with two college leadership teams.

College Context

FHDA is a two-college district with two college presidents who report to the chancellor. In 2023, the district welcomed a new president at Foothill College followed by a new chancellor, all within a span of five months. Within his first 100 days in office, Chancellor Lambert brought in TLC to facilitate teaming sessions for the new Executive Leadership Team. It was imperative that he quickly grasp the lay of the land and immerse himself as part of the college team. Shortly thereafter, President Whalen at Foothill College invited TLC to do the same with the college-based Senior Leadership Team; she had already been working with the Foothill team for several months and wanted to accelerate their work.

Purpose of Teaming

Generally speaking, a team can be defined as a group of individuals with various expertise working together for a common purpose. Simply putting people together does not, however, equal creating a team, nor does it ensure that the group is effective or high performing. How one builds a team is essential to its success.

Teaming is the intentional shift from leaders thinking as separate and distinct individuals to seeing themselves as members of the organizational team (Stein binder & Sisneros, 2024). A great way of explaining teaming is that it is a verb, not a noun (Harvard Business School, 2012). Teaming is a dynamic set of behaviors as well as a mindset anchored in shared values and expectations. And while teams and their goals may change, teaming does not.

Assessment and Alignment

TLC facilitators worked with FHDA’s chancellor and president to prepare and design sessions that were geared toward understanding each team member and their individual roles, followed by expectation setting. What did members of each team expect from each other? What did they expect from their leaders? Conversely, what did each leader expect from their respective teams? This process sets up team norms and defines how leaders treat each other; the right norms reinforce organizational alignment and create a cohesive culture (Duhigg, 2016).

For the team at Foothill College, this process began in early 2024 with monthly teaming sessions. Over the course of these sessions, the Senior Leadership Team engaged in deep conversations about shared values, individual work, and communication styles and how that might impact others. The team considered and learned how to have confidence in each other’s leadership and in themselves as a team. This does not happen in one or two team-building sessions, but over multiple facilitated gatherings.

Aside from cultural cohesion, another outcome from these sessions is a physical playbook that serves as a guide to which current and future leaders can refer. The playbook guides behavior and expectations and clearly spells out team values. It also presents clear frameworks for responding to difficult situations or new challenges, similar to playbooks used by professional sporting teams. During facilitated sessions, leaders role-play and practice various scenarios in a safe space so that when a situation arises, it is not everyone’s first time figuring out what they ought to be doing. In other words, teaming is to leadership teams as spring training is to baseball players. You have to practice playing together in order to work cohesively and deliver high performance.

Self-Awareness

An important aspect of teaming is for each leader to understand their inherent strengths, communication styles, and motivators. Every leader completed a personality profile and used it to improve their awareness of how their style could be dialed up or down to be more effective. Continuing with the baseball analogy, consider each leader as a pitcher on a baseball team facing a batter. The pitcher can adjust their fastball or curveball depending on which batter they face to garner three strikes. Similarly, a leader might adjust their work style in varying situations to be more effective.

FHDA used Everything DiSC (https://www.everythingdisc.com/).® by Wiley as its personality assessment tool and platform. What was most helpful was the ability to see each leader’s profile and compare how one aligns with others and where areas of tension might arise. The president’s executive assistant was offered the opportunity to take this assessment as her role supported the Senior Leadership Team. The awareness of her own personality coupled with a more granular understanding of the executive leaders she supported greatly improved her efficacy and leadership. This executive assistant is now leading the charge for other administrative assistants to take the assessment to help them excel in their work.

Everything DiSC has had a cascading impact at Foothill. It is a desired practice, not a mandated one. Aside from the administrative assistant team, three other divisions are slated to use this self-­assessment tool to spark conversation. We should soon be able to see DiSC profiles across the college and district. Collectively, this has also resulted in a common language on work styles.

Context-Based Coaching

Context-based coaching, which is very different from typical executive coaching, is a key component to TLC’s teaming process. TLC coaches meet with TLC facilitators who provide context and meaning to the challenges leaders might face. Coaches are aware of the organizational culture and are updated on major issues that might be at the forefront of leaders’ minds. Each college leader works with a coach to build on their strengths and modify behaviors that impact the team or their efficacy. They help leaders build behaviors and perspectives that will enhance the success of the team first, which in turn creates success for the leader (Steinbinder & Sisneros, 2024).

One leader on the chancellor’s executive team describes coaching this way:

Coaching helps me as a leader when I am stuck on something. The coach is someone who understands the organization but is not in the organization. They have the context, dynamics, and know the other team members. Thus, they are able to quickly hone in on the issue. More importantly though, they help you grow as a leader.

Unlike a friend or colleague, a coach will really tell you the hard stuff. It could be a place of discomfort. In my first two sessions, my coach asked me to try something I would normally not do. It was uncomfortable. I was skeptical about it. I thought “really?” But after I reflected more on it, I gave it a try. It was very uncomfortable but it actually helped. That’s valuable. Those are not things we get from other sources.

Practicing Infectious Positivity

Working in higher education can often feel like you are on a losing team given the volatility of state budgets, student demands, and public pressures. Rituals of appreciation and celebration can help leaders to take themselves out of a sea of negativity and fear, and to rethink and reframe ideas and situations. This is similar to the practice of experiencing awe. Recent research suggests multiple psychological benefits to triggering awe on a daily basis, including decreased heart rate and deeper breathing (Reese, 2023). There is a sensation that you are part of something vast, bigger than yourself; it also quiets the negative self-talk. One of the best ways to practice awe is by witnessing the goodness in others.

In the first facilitated session at Foothill College, leaders were initially hesitant to show glee over a family birthday or to commend a colleague for a small gesture. Perhaps it is conventional thinking that leaders should only be wrapped up in serious thoughts, multi-tasking, and making tough decisions about budget cuts or managing difficult personnel. The practice of awe gives leaders permission to share and celebrate with others their moments of joy. Just the 5-10 minutes taken at the beginning of each weekly huddle to share appreciations and celebrations resets the tone and perspective of leaders. Taking the time to notice the goodness in others, to share someone else’s happiness, triggers joy and wonder, and reminds leaders of the good they originally set out to do.

At Foothill College, this practice is currently being deployed beyond facilitated teaming sessions. It is practiced at Instructional Leadership Team and Administrative Leadership Team meetings. This practice of infectious positivity is a daily reminder of each leader’s personal desire to be a force for good in this world. More importantly, though, when the organization can share in one’s own personal joy, leaders can see themselves as part of the organization and not separate and distinct individuals. The culture shift is quite palpable.

Expanding Teaming Efforts

FHDA would like to scale efforts in teaming across the district. We are at a nascent but promising stage. Department teams have heard about it, and there is a groundswell of requests for such facilitation. There are skeptics, of course. Some of the push back received includes privacy concerns (“I don’t want my personality profile on a shared platform”), disbelief in the evidence for teaming (”This isn’t evidence-based”), and general cynicism (”This is academia, not corporate culture”).

To the naysayers, I offer this: Consider the Monday morning email from a colleague that starts with, “Hello team!” Do you cringe and say, ‘What team”? Or when you are at a meeting and no decision can be made, so more people are invited to the next meeting. Or perhaps you’ve been asked to go to a meeting, and you have no idea why you are there. Are you rolling your eyes yet? My personal favorite was being in a meeting whose task it was to understand why we had so many meetings. These are all symptomatic of being a team-in-name only. Work may be completed, and goals may be met, but at a much higher cost. At the core of such an organizational culture is dysfunction because there is no real team.

Conversely, teaming is about getting to a space where leaders can disagree, but still commit fully to decisions (Startup Archive, 2023). It is not a rah-rah team-building exercise, but, rather, a paradigm shift. Leaders across the organization have space to disagree, but they do not subsequently second guess that decision, snicker at it, or say “I told you so” when it fails. They move forward and execute the plans just like it is set out in the playbook. When this happens, the organization can begin to tackle more complex problems, and at a much greater speed, instead of simply reaching for the proverbial low-hanging fruit and settling for titanic speed. Many would agree that the problems community college leaders face are much more complicated and volatile than in years past, and that the role of community colleges is more essential now than ever before given the skyrocketing costs of higher education. Imagine if community colleges could pivot quickly and nimbly to deliver student­-centered results. Doing so starts with investing in teams that drive organizational change. Teaming should be every community college executive’s number one priority.

References

Duhigg, C. (2016, February 25). What Google learned from its quest to build the perfect team. The New York Times Magazine. www.nytimes.com/2016/02/28/magazine/what-google-learned-from-its-q­uest-to-build-the-perfect-team.html (http://www.nytimes.com/2016/02/28/magazine/what-google-­learned-from-its-quest-to-build-the-perfect-team.html).

Harvard Business School. (2012, April 25). The importance of teaming. Working Knowledge. https://hbswk.hbs.edu/item/the-importance-of-teaming (https://hbswk.hbs.edu/item/the-importance-of-teaming).

Reese, H. (2023, January 3). How a bit of awe can improve your health. The New York Times.

Startup Archive. (2023, December 18). Jeff Bezos explains what it means to disagree and commit [Video]. YouTube. https://www.youtube.com/watch?v=Afoh23PHVP0 (https://www.youtube.com/watch?v=Afoh23PHVPO).

Steinbinder, A, & Sisneros, D. (2024). Creating a vibrant organization using the dynamic leadership model and a teaming approach. Nursing Administration Quarterly, 48(2), 139-150.

Teresa Ong is Associate Vice President, Workforce and CTE Programs, at Foothill College in Los Altos Hills, California.

Opinions expressed in Leadership Abstracts are those of the author(s) and do not necessarily reflect those of the League for Innovation in the Community College.

Volume: 37, Number: 7 / July 2024 / Leadership Abstracts

Harmonizing Workplace Dynamics: The Transformative Power of Community Music-Making

By Nathan Bachofsky, M.Ed.

Embracing community music-making offers a distinctive approach to nurturing a vibrant workplace culture. Beyond typical team-building activities, it fosters cohesion, boosts morale, and enhances well-being while reducing stress. This innovative approach also sparks creativity, fortifies your organization’s image, and deepens community engagement. Supported by research, this unique initiative equips your workforce with essential skills for success, positioning your organization as a pioneer in fostering a harmonious and productive workplace environment. Let’s explore why your organization should consider tuning into the transformative power of music within the workplace.

1. Enhanced Team Cohesion and Morale

Engaging in community music-making fosters a strong sense of team spirit and camaraderie among employees, breaking down barriers and facilitating better communication. A study by Clift and Hancox (2010) on choir singing revealed that group music activities significantly improve team cohesion and morale, enhancing workplace harmony and productivity.

2. Boosted Employee Well-being and Stress Reduction

Music activities offer a creative stress outlet and enhance well-being, essential for reducing workplace burnout. Coulton et al. (2015) found that community singing had a positive impact on mental health and stress reduction, highlighting its potential as a low-cost, accessible intervention for improving employee well-being.

3. Improved Creativity and Innovation

Music making stimulates creativity, crucial for innovation in the workplace. Hanna-Pladdy and Mackay (2011) demonstrated that musical activity enhances cognitive functions related to creativity and problem-solving, suggesting a direct link between music engagement and innovative thinking.

4. Positive Image and Community Engagement

Implementing music programs showcases a commitment to social responsibility, ultimately attracting and maintaining talent. Hargreaves, Miell, and MacDonald (2012) discuss how music initiatives can enhance corporate social responsibility efforts, attracting like-minded talent and customers.

5. Leadership Development and Team Building

Music making is an effective platform for leadership and team-building, promoting essential workplace skills. A study by Southgate and Roscigno (2009) on music education and leadership skills found that musical group activities improve leadership abilities and teamwork, directly applicable to professional settings.

References

Clift, S., & Hancox, G. (2010). The significant effects of choral singing on community cohesion and well-being. University of Music and Performing Arts, 22(3), 323-343.

Coulton, S., Clift, S., Skingley, A., & Rodriguez, J. (2015). The effect of community group singing on mental health: A systematic review. Journal of Mental Health, 24(1), 40-53.

Hanna-Pladdy, B., & Mackay, A. (2011). The impact of sustained engagement in musical activities on cognitive functions in older adults. Age and Ageing, 40(4), 478-486.

Hargreaves, D.J., Miell, D.E., & MacDonald, R.A.R. (2012). Music and social bonding: Benefits of group music activities in building social cohesion. Social Psychology of Music, 42(2), 191-206.

Southgate, D.E., & Roscigno, V.J. (2009). The impact of music on childhood and adolescent achievement. Social Science Quarterly, 90(1), 4-21.

Unlocking Harmony: The Transformative Benefits of Workplace Mediation

By Nathan Bachofsky, M.Ed.

In the dynamic landscape of today’s workplaces, conflicts are inevitable. Whether it’s a clash of personalities, disputes over responsibilities, or miscommunication, workplace tensions can adversely affect employee morale and hinder productivity. This is where the role of a workplace mediator becomes pivotal. In this blog post, we’ll explore the transformative benefits of bringing in a workplace mediator to foster a harmonious and productive work environment.

  1. Early Conflict Resolution

One of the primary advantages of involving a workplace mediator is the ability to address conflicts at their earliest stages. Mediators are skilled in identifying and resolving issues before they escalate into more significant problems. By nipping conflicts in the bud, organizations can save valuable time and resources that would otherwise be spent on prolonged disputes.

  1. Improved Communication

Workplace mediators excel in facilitating open and effective communication between parties in conflict. They create a safe space for individuals to express their concerns, ensuring that all perspectives are heard and understood. Improved communication is a cornerstone for building stronger team relationships and preventing future conflicts.

  1. Preservation of Relationships

Unlike adversarial approaches, workplace mediation focuses on collaboration and finding mutually agreeable solutions. Mediators work towards preserving relationships rather than perpetuating a win-lose scenario. This approach fosters a positive and cooperative atmosphere, allowing employees to continue working together harmoniously.

  1. Cost-Effective Conflict Resolution

Litigation and legal battles can be exorbitantly expensive for organizations. Workplace mediation offers a cost-effective alternative, saving companies substantial legal fees and resources. Resolving conflicts through mediation is often quicker and more economical, contributing to the financial well-being of the organization.

  1. Increased Employee Satisfaction

When employees witness proactive conflict resolution measures being taken, it boosts their confidence in the organization’s commitment to a healthy work environment. Mediation empowers employees by involving them in the resolution process, leading to increased job satisfaction and a positive workplace culture.

  1. Tailored Solutions

Workplace mediators understand that every conflict is unique. They tailor solutions to the specific needs and dynamics of the individuals involved. This personalized approach ensures that resolutions are not one-size-fits-all but rather crafted to address the intricacies of each situation.

  1. Enhanced Productivity

By resolving conflicts swiftly and effectively, workplace mediation contributes to enhanced overall productivity. Employees can focus on their tasks without the distraction of ongoing disputes, leading to improved workflow and a more efficient workplace.

The benefits of bringing in a workplace mediator extend far beyond conflict resolution. Mediation fosters a culture of open communication, collaboration, and understanding, ultimately creating a workplace where employees thrive. By investing in mediation services, organizations not only save costs but also lay the foundation for a harmonious and productive work environment. The transformative power of workplace mediation is a strategic choice that paves the way for long-term success. If you’d like more information regarding our mediation services, reach out to Nathan Bachofsky (nbachofsky@thunderbirdleadership.com).

Your Team May Need a “Reset”: Recognizing the Need for Change

By Nathan Bachofsky, M.Ed.

In the ever-evolving landscape of business and project management, it’s crucial for teams to adapt and grow continuously. Sometimes, however, even the most cohesive and high-performing teams can hit a roadblock or face challenges that necessitate a “reset.” A team reset is not about starting from scratch but rather about recalibrating and revitalizing the team’s dynamics, goals, and strategies. In this blog post, we’ll explore some common signs that indicate your team may be in need of a reset.

New Team Members or Team Growth

Sign: An influx of new team members or significant team growth.

Reason: Team dynamics can shift dramatically when new members join the group. Established routines and communication patterns may no longer be effective. Integrating new team members seamlessly can be challenging, and it may be necessary to reset team expectations, roles, and goals to ensure everyone is on the same page.

Our Tbird Approach: Our experienced, certified facilitators create teaming workshops to clarify roles, image, expectations, responsibilities, and more. Participants learns about their personal and colleague’s DiSC work styles and how to use it to improve communication and understanding. 

New Challenges on the Horizon

Sign: The team faces new, complex challenges or tasks.

Reason: As your organization grows, it’s likely to encounter more intricate problems that require fresh perspectives and strategies. If your team’s existing methods aren’t effective for tackling these challenges, a reset can help you brainstorm innovative solutions.

Our Tbird Approach: Our facilitators are artists at crafting action-planning workshops that not only tap into the collective wisdom of the entire group, but also support the organization in its implementation. 

The Need for Innovation

Sign: Stagnation in creative output or lack of innovative ideas.

Reason: Teams can become complacent, relying on tried-and-true methods that may no longer be effective. If you’re not seeing the creative spark or innovative solutions you once did, it’s time for a reset to reignite that passion for innovation.

Our Tbird Approach: An Innovation Summit made be just the initiative to bring the greater community together to collaborate on new possibilities. Our Creativity Workshop series may also jump start your organization’s creativity to think of new and innovative ways to address needs and challenges. 

Strengthening Team Dynamics

Sign: Erosion of trust, increased conflict, or reduced collaboration among team members.

Reason: Over time, team dynamics can deteriorate due to miscommunication, differing priorities, or unresolved conflicts. A reset can help rebuild trust and foster healthier relationships among team members.

Our Tbird Approach: Our teaming workshops and team retreats can help members to practice team-building activities, open communication where team members can voice concerns and find common ground. Mediation services can also be provided to help manage conflicts. 

Decline in Motivation and Productivity

Sign: A noticeable drop in team motivation and productivity levels.

Reason: When team members lose sight of their purpose or become disengaged, it can have a detrimental effect on productivity. A reset can reignite enthusiasm by revisiting the team’s mission, setting achievable goals, and offering support and recognition.

Our Tbird Approach: Organizational assessments help to identify successes and opportunities for growth. They include 1:1 interviews with leadership, focus groups, and staff surveys. 

Employee Burnout and High Turnover Rates

Sign: Increased instances of employee burnout or high turnover rates.

Reason: When team members are consistently overwhelmed or disengaged, it can lead to burnout and attrition. A reset can help identify and address the root causes of these issues.

Our Tbird Approach: In addition to all of the mentioned above, a Reflect, Rejuvenate & Thrive workshop can help your team focus on their own 

Recognizing the signs that your team may need a “reset” is the first step towards achieving greater efficiency, collaboration, and innovation. Teams that are willing to adapt and evolve in response to changing circumstances are more likely to achieve long-term success. Embrace the opportunity to reset your team’s dynamics and strategies, and watch as it grows stronger and more resilient in the face of challenges. Remember, a reset is not a setback; it’s a chance for your team to thrive in the ever-changing world of business.

To Develop Good Judgment…

Did you make any decisions for the new year? In our last blog Rory offered a reflective approach using four questions as a guide to help readers act to create a meaningful 2020. In thinking about decisions to act, I came across an interesting article about good judgment [1] by Sir Andrew Likierman. [2] The author and others contend that even though we may think we have all the information in the world, if we do not have ‘good judgment’, our decisions can be doomed.
Likierman offers this definition of judgment: the ability to combine personal qualities with relevant knowledge and experience to form options and make decisions. Judgment is at the “core of exemplary leadership” according to Noel Tichy and Warren Bennis in their book Judgment: How Winning Leaders Make Great Calls [3]. They believe that judgment calls are the single marker of leadership.
To me, making a judgment as a process is clear, but the qualitative aspect of good judgment seems muddier, especially since the outcome of that judgment can often be seen as good or bad, depending on the viewer. I remember my father telling me that I obviously lacked good judgment when as a teenager I did something he didn’t like. . .  I missed my curfew because I had to find someone other than the boy I came with to the party (now inebriated) to drive me home. I thought my judgment was pretty good. He disagreed.
Likierman’s article, based on interviews with CEOs and leaders from a broad range of companies, lays out six fundamental leadership practices that are at the heart of good judgment: learning, trust, experience, detachment, options and delivery. He concludes each practice with suggestions for how to improve it.
As you review these practices and recommendations, I invite you use them as an assessment. How do they apply to you, to your organization or community group, perhaps your colleagues?

  • Is there a recent decision that did not turn out as you expected, in spite of your being as thoughtful and prepared as possible?
  • Are you struggling with how to create a culture where diverse opinions are truly sought and welcome?
  • Does your organization suffer from a bias for quick action rather than good judgment?
  • Could your hiring process benefit from a makeover?

If you answered yes to any of these questions, we’d love to hear from you. Contact us at 602-538-2548 or 602-615-1192. We have the skills and experience to assist you on your journey.

  1. Learning: Listen attentively, read critically

Good listening is at the core of every book and article I’ve ever read about leadership. I’m sure you too can state all the reasons why attentive listening is so important. Likierman makes the point that the listener is really mining for information. Smart leaders, he says, demand quality, press for it even, in the information they receive. Volume isn’t important, in fact it’s distracting in our era of information overload. Is it well-reasoned and clearly explained, are conclusions obvious? He also points out our human tendency to take the written word at face value, rather than consider it with a healthy dose of skepticism.
How to improve listening and reading:

  • Ask deep and thoughtful uncovering questions and consider body language to bring forth what isn’t said.
  • Look for gaps and discrepancies in what we’re learning.
  • Be aware of our own filters and biases. . . do we rely on one point of view, one news or business news source only? Do we know what makes us defensive and likely to reject something uncomfortable?
  1. Trust: Seek diversity, not validation

Examples abound of executives and leaders who insulate themselves by choosing to be surrounded by like-minded people. It is not uncommon for those companies to experience large scale failures, if they are big enough, and failure to thrive if they are small. Though it is comfortable to be with people who share the same world view, that need for comfort should be saved for after hours. It is only in integrating diverse perspectives that we will have access to all the information needed for good judgment.
How to enhance a culture for broader points of view:

  • Cultivate sources of trusted advice.
  • Find people who will tell you what you need to know, not what you want to hear.
  • Seek out different points of view. Ask for them, don’t wait for someone to timidly come forth because they see things differently than you.
  • Learn to evaluate the process of someone’s judgment. Try to discover how someone arrives at a decision and action as well as a project’s outcomes.
  1. Experience: Make it relevant but not narrow

There is much to be said for hiring someone who has a lot of experience in your industry, but make sure there is breadth to it as well as depth. Someone who has years of experience in a fairly narrow niche, for example, out-patient surgery, may find themselves making “easy” judgments out of habit, or overconfidence or familiarity.
How to improve the experience factor:

  • Evaluate your own past experiences honestly in making good and bad judgments. Review those situations to see what else you can learn.
  • Recruit a smart friend who can look over your shoulder and be a neutral critic.
  • Work to expand the breadth of your own experience.
  1. Detachment: Identify, then challenge biases

The skill of detachment is a difficult one to master because it requires us to set our egos aside and remove any personal connection to a particular outcome. Acting with detachment is easier if we are able to understand and address our own biases.
Some ways to improve detachment:

  • Understand, clarify and accept points of view different from your own.
  • Try out role plays and simulations, letting people take on different perspectives to see what they learn.
  • Support leadership development programs; they broaden exposure to leaders with different thinking, experiences and points of view.
  • Assume that mistakes will occur. Plan for them.
  1. Options: Question the solution set offered

The author makes the point that even though you might be offered two options to choose from, often as not there are more options that haven’t even been considered. There are always more. Not taking action is an option as well as delaying a decision. It is important to explore as many options as possible and try to surface the unintended consequences of each.
Improve your options:

  • Press for clarity on poorly presented information, challenge it if information is missing.
  • Be aware of two risks associated with novel solutions – stress and overconfidence – and mitigate them if possible through piloting one or two before full implementation.
  • Understand that people often have personal stakes in an outcome. Try to figure that out and factor in others’ biases.
  • Be aware of the rules and the ethics that will bound a good judgment.
  1. Delivery: Factor in the feasibility of execution

You can make all the right choices but lose out if you don’t exercise judgment in how and by whom those decisions will be carried out. What are the risks of half-hearted or poorly thought out implementation plans? Likierman points out that people with flair, charisma, creativity and imagination may not be in the best position to deliver the results you seek.
Ways to improve on the good options:

  • Make sure the people you choose to implement have the type of experience that closely matches up with its context.
  • Seek out ideas from your team about what might cause a proposal to fail.
  • Do not let yourself be pressured by an arbitrary timeline if you don’t have the right implementers.

There is a lot to be learned about the science and art of leadership. If, as Tichy and Bennis claim, judgment calls are truly the single mark of a leader, looking for ways to turn our OK judgments into good ones is well worth the effort. If you made some new decisions for 2020, reviewing and following the points above could strengthen your results. . .  Good luck! And give us a call if you’d like to discuss your situation and how we can assist.
PLEASE NOTE: We are making some improvements to our website in February. Look for the return of our blog in March.
[1]https://hbr.org/2020/01/the-elements-of-good-judgment (accessed 1/14/20)
[2]Sir Andrew Likierman is a professor at London Business School and a director of Times Newspapers and the Beazley Group, both also in London. He has served as dean at LBS and is a former director of the Bank of England.
[3]Tichy, Noel and Bennis, Warren. 2007. Judgment: How Winning Leaders Make Great Calls. Penguin Group.

Tip of the Month, November 2019 – Management Tips for Employees who Coast

Jill Bachman’s blog article last month addressed the idea of coasting at work from an employee perspective (click here to read).  She described healthy coasting as the need to take a breath as part of a work life cycle and compared it to problematic coasting as an avoidance strategy when the individual is unhappy, burned out, bored or dealing with work/personal issues.
As a manager, your role is to observe behaviors and intervene to attain organizational outcomes. How do you differentiate healthy from problematic coasting and how do you address coasting?
Let’s be clear that coasting is not the same as underperforming.  If you have an employee who is not fulfilling their work obligations, not meeting deadlines or completing assignments, or the quality is substandard, these things must be addressed within your company guidelines.
The question is more compelling when you see an employee who appears to be stepping back, not volunteering for new assignments or offering to help, perhaps appearing less engaged, enthusiastic or passionate about the work.
This is a great time to check in.
First of all, assess your own values. What is your belief about “coasting?”  Is it ever okay?  Does it fit with the company culture?  Start-ups rarely have space and time for coasting, but in organization life cycles there are different stages, as with employee life cycles.
One organizational life cycle paradigm describes four stages: start-up, growth, maturity and rebirth or decline.  Consider it the same way for employees.  Usually there is great enthusiasm from newly hired employees.  They remain actively engaged for the first two to three years, learning, volunteering, growing more valuable to the company.
Then, there is the “maturity” phase where they have mastered their position, understand the company, its values and direction and are doing solid to great work.  At this point, they have the ability to coast a little.  They are comfortable where they are.  Employee engagement studies, however, find that this time can be the beginning of an engagement decline.  Enthusiasm wanes and commitment lessens.
In an organization, this is the juncture where an organization reinvents itself or begins a decline into irrelevance and/or non-competitiveness. Organizations need to revisit their mission and unique position in the field, analyze external pressures and disruptors, and identify new directions. Where will they be in three to five years?
For employees, it is time to analyze where they are now and where they want to be in three to five years. This is the time, as their manager to have the following conversations.

  1. What is happening in their lives right now? If they have health issues, family concerns, a new baby or are in a graduate program, it might be understandable if they coast (perform well but not grow) for a limited amount of time. If you are invested in long-term retention, understand that there will be such times and support the employee through them.
  2. Where are they in their own career life cycle?
    • How long have they been with the company/organization? In their current job?  If it has been more than 2 – 3years, this is a time to discuss what they value in their work, what they have achieved and how they want to grow – going deeper in the current position.
    • Have they tried to advance but not succeeded? What do they need to move up?
      • More education, skills, experience?
      • Are there problems/deficits that they need to work on – addressing both hard and soft skills?
      • Is it possible in the current work environment? Not enough openings, culture or climate that prefers hiring at that level from outside?
      • If they do not move up, can you re-engage them in the current position or is it time to help them think about their next career move?
    • Are they close to retirement?
      • Are you assuming they do not want to learn or try new things? Are you dis-engaging them by not offering opportunities?
      • What are they interested in doing with the time they have left with the company?
      • How can the organization capitalize on their knowledge, skills and experience?
      • Are you concerned with their performance but don’t want to invest in what is required to change it? Are you just waiting it out until they retire? (Is this good for them, you, the organization?)
    • What is happening in the organizational culture that might be impacting their passion, enthusiasm and performance?
      • Mergers and acquisitions as well as major changes in policies and/or leadership are all known to reduce performance during the transition.
        • Recognize that this will occur for a period of time.
        • Use proven communication interventions to reduce the duration and impact.
          • Provide open and honest communication about what is occurring and why. Know you will have to repeat communication often to reassure folks.
          • Acknowledge personal impact both professionally and emotionally – what is happening in their day to day existence?
          • As a leader, be clear about what is going on, avoid cynicism and be patient with folks who are uncomfortable with change.
        • Toxic employees who are allowed to continue destructive behaviors result in demoralized, unmotivated employees.
          • Some organizations will keep these folks around if they are bringing in good money. It is important to assess how much the organization is losing because of their impact on other employees.  Look at turnover, time consuming avoidance measures and lack of productivity in others.
          • If you are hearing concerns from other employees, pay attention and do something. This is a place where bias can often show up so that complaints are not taken seriously. e.g. if it is two women who are having concerns, it suddenly becomes a “cat fight,” or employees are told they are grown-ups and need to handle it themselves.  When you disregard these concerns, you are making a statement about your organization’s cultural values.  Think about it.

In all circumstances, it is important to be clear about expectations.  Do employees understand what you consider meeting and/or exceeding expectations? Is it acceptable to just meet expectations? Is that coasting? Is there any value to exceeding expectations?  This can be monetary (bonuses), advancement or recognition.
I know that I prefer to work in an environment where everyone is excited, committed and passionate about their work, that people support each other and want to go the extra mile.  It adds meaning and satisfaction to my work life. I have had the privilege of working with teams that shared that energy.  And even then, we knew it was important to find time to take a breath, to step back, appreciate what we accomplished, and celebrate.  After that pause we felt ready to tackle the next question, where do we go from here?
To wrap up, remember the comparison to weight training.  We need time between sets to recover.  When we never let up, we risk injury to our bodies, our minds and our souls. We can do this in short spurts during the workday, through vacations and through occasional lower-demand times in our work lives. We can use these coasting times to rekindle our energy and strengthen our commitment.

Getting Unstuck!

We all have issues in our lives, professional and personal, that seem to just persist on and on and never get resolved.  How do we manage the “no-solution” situations?  What do they look like?

  • An employee who you like, who tries really hard, is not succeeding in their role.
  • A staffing problem that just doesn’t seem to resolve – resulting in overtaxing valued employees who have to fill in.
  • A process that gets stuck over and over again in the same place delaying necessary action.
  • A position that was fulfilling that has changed because of new leadership.

You’ve tried so many interventions! But nothing seems to work.  You are dissatisfied, folks around you are dissatisfied and yet the problem just won’t go away.
How do we approach these sticking points? My partner-in-blog, Jill Bachman, reflected, “think of getting stuck in the physical world, like lost on a hike, and the first thing to do is stop, stop the struggle, breathe and take stock.”  So, the first thing to do is to step back from the situation and reflect on what is going on.  We tend to do this on our commute, in the shower, doing physical labor (sweeping the front porch, gardening) or when we are away from the office at a concert, on vacation, on a hike.
Reflect on what is really going on.

  • How would you describe the situation?
  • What values and beliefs are at play?
  • What role do you have in sustaining the current “stuck” place?
  • What influence or decision-making power do you have?

Noushin Bayat, one of Thunderbird’s coaches, suggests separating fact from fiction – identifying what we know (observable facts) from the story we are creating about the situation (fiction, beliefs that may or may not be true) and challenging ourselves to consider other possible stories (other possible beliefs?).
For example, with the employee we like who tries really hard but does not appear to be making progress, what do I know?

  • I like the employee.
  • I care about the person as an individual.
  • They are trying.
  • We’ve tried to help.
  • They are not succeeding.

What values are in play?

  • Loyalty
  • Commitment
  • Supervisory responsibility and accountability
  • Organizational success
  • Others?

What role do I have in sustaining the situation? (How do these ideas relate to the fact/fiction dichotomy? What other ways of seeing things are there?)

  • Taking responsibility for their lack of success.
  • If I provided better direction, guidance or coaching…
  • If I advocated for the employee better…
  • Valuing loyalty and caring over organizational success. I don’t want to be heartless!
  • Believing things will get better time after time after time…
  • Not wanting to hurt this person that I like…
  • I am accepting substandard performance and hoping it will get better.

What decision-making power or influence do I have?

  • I can help the individual assess their own ability to be successful.
  • I need to be clear about expectations and goals for success.
  • I have the power to terminate employment.

So how do I decide I have tried hard enough, and they have tried hard enough? How do I know when it is time to act?  How could the following questions help?

  • What will happen if I continue doing what I am doing?
  • How will I know when it is time to act? (Chip and Dan Heath[1] describe this as establishing a trip-wire.) It can be a particular event that would have to happen – e.g. a specific failed project, or it could be a lack of progress by a certain date.  If nothing changes in three more months, I have to act.
  • What would I tell my best friend if they had this problem?
  • If I were leaving tomorrow and someone was taking my place, what would I advise them about this situation?
  • Are there possible solutions outside of the binary: continuing the way things are or termination?

What do you think the answers would be in the above situations?  What will happen if action isn’t taken?  What would you advise someone else to do?  Are there more solutions than the simple binary?
Some of us can do this analysis on our own.  Many of us work better with a thinking partner.  Who do you have in your world that you can be vulnerable with? Who will listen to you? Who will ask you the hard questions? Who is far enough away from the situation not to be stuck inside it?
In Vital Friends: The People You Can’t Afford to Live Without[2], Tom Rath describes how important it is to have people in our lives who support us, encourage and motivate us and help us navigate decisions.  He references Gallup research that stresses the importance of having “a best friend at work.”  Having someone we trust, can confide in and be vulnerable with at work increases our engagement, satisfaction and success enormously. Rath identifies various roles friends play in our lives and emphasizes that no one person can do it all.  Our vital friends can be at work and at home, colleagues, friends, family, coaches, mentors and sponsors.
When we get stuck, it is not uncommon to turn inward instead of reaching out.  By being aware of our vital friends (what I consider my “kitchen cabinet), we have the human resources to help us get unstuck.
So, how do we get unstuck?

  • Step back and reflect
  • Ask yourself challenging questions
    • About your role in the situation
    • About what you would tell someone else in the same situation
  • Separate fact from fiction
  • Use a thinking partner

And first and foremost, recognize that you are stuck and need to get unstuck.
“Until you make the unconscious conscious, it will direct your life and you will call it fate.” – CG Jung
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[1] Heath, Dan and Chip. (2013) Decisive: How to Make Better Choices in Life and Work. Currency, New York.
[2] Rath, Tom. (2006) Vital Friends: The People You Can’t Afford to Live Without. Gallup Press.

Managing Up Is No Accident

From our inbox:
Dear Thunderbird Leadership Consulting,
My boss can be a difficult woman. She tells me one thing in a face to face meeting then changes her mind. I had geared myself up to support a new policy about time off and when she announced exactly the opposite in public I didn’t know how to react. I’m afraid I said something to my staff that made them think I couldn’t support her. What should I do?
~Donna
Help! I can’t seem to satisfy my supervisor, no matter how hard I try. He has talked about the importance of having a comfortable workplace, but when I make a joke in a meeting, he shoots me a glance that says I shouldn’t have, and it was a clean joke! He asked for a report that took me a long time to pull together, and when it wasn’t on his desk in 2 days, he was all over my case about it. Then when he found me taking a break with the guys I used to work with, (I’m their boss now), he raised his eyebrows as if to say I shouldn’t be friendly with them anymore. We seem to be in agreement about what I need to be doing, and I am definitely on board with his goals. But things seem kind of tense a lot of the time. Any ideas?
~Andy

I come to work every day dreading it. I am terrified of my boss. I have tried being nice, asking him how I can do my job better, taking classes, asking my co-workers for advice. We are all afraid. I have had this job for almost a year, and I dread my annual review. . . if I ever get one! I really need this job as my position is very specialized, and I would have to make a significant move to get a comparable one.
~Jackie

Hello, I just learned about managing up in a leadership class, and someone suggested that you can use managing up when things are going well, instead of thinking just about fit and style. Here are 2 positive situations. One of my employees came up with a brilliant idea for tracking a problem that has plagued our department for the past 2 years. My boss received an award for outstanding financial performance at the regional level. I have said thank you, and congratulations to the individuals, but as a good manager, should I be doing something more?
~Jennifer
These issues all have a common theme, that of managing up, a concept that shows up in business advice a lot these days. It has a number of definitions, and one that I particularly like is Mary Abbajay’s . . . “Managing up is about consciously and deliberately developing and maintaining effective relationships with supervisors, bosses and other people above you in the chain of command.”[1] Managing up is a set of familiar skills that most of us will need at one time or other in our careers, because most of us have someone we report to. . . even CEOs have Boards of Directors or shareholders to consider. The managing up skills require us to be great followers, and in so doing, we also develop our leader muscles. But there can be a downside when managing up is misunderstood or misapplied. “When the practice of managing up gets confused with promotion of self-interest, brown-nosing, manipulation, the gymnastics of corporate climbing, or other mind games, a good theory rapidly becomes twisted resulting in a false and dangerous reality.”[2] The bottom line is that managing up involves straightforward approaches, based on assessment and intention, rather than subtle manipulation. Managing up helps you be more effective in your work. The question is, if your boss asked you what you are doing differently in your approach with her, could you comfortably tell her how you are managing up? If the answer is yes, you are good.
So how does someone manage up appropriately? Some would argue that managing up is nothing different from ‘doing your job’. I call that the ‘what’ of your work . . . what your job description says. But to be most effective, most satisfying and most likely to result in you staying in the job as long as you want, you need to consider the ‘how’ of your work. . . especially how you interact with people; peers, your staff, customers, and your boss. Rare in the workplace is the perfectly synchronized boss and subordinate relationship. Most of the time there are glitches and rubs, and sometimes there are extremely difficult bosses and situations. Most of us have relationships in the vast middle.
In order to manage up better, you need a roadmap. According to Abbajay, you only have 3 choices when managing up; 1) change your boss (never gonna happen, she says), 2) leave your job (may be necessary in extreme cases), and 3) you guessed it, change YOUR approach. Changing your approach may feel unfair at times, or frustrating, but it’s the only way to make a difference, AND you will likely learn a lot in the process. So, take it as a personal growth and leadership challenge.
The first thing to consider is style. What is your boss’s style, strengths and weakness, and what are yours? How do these styles fit together, and what are the natural, BUILT-IN, conflict spots? What are your boss’s hot buttons? In her book, Abbajay identifies 4 workplace personalities (Energizer, Advancer, Harmonizer and Evaluator), and ten difficult boss styles, (Micromanager, Narcissist, Impulsive, etc) with proven strategies to manage up to them. There are a number of good behavioral style assessments (DiSC, Myers-Briggs, etc) available, and your organization may use one of them. If so, take advantage of the information it provides to guide your interactions for the best possible outcome.
Rather than go into detail on a specific assessment method here, consider for example, whether you and your boss are introverts, extroverts, or both. We know that, in general, introverts move at a slower pace, prefer a quieter environment and need alone process time. At the opposite end, extroverts move quickly, prefer a busy and energetic environment, and often process in a talking out loud manner with others. If you work with an extroverted boss, you need to account for pace. . . when does she need the report? Can you lump your project related questions into one meeting? Does your boss know your timeline for getting the report into him on time? If your supervisor is an introvert, give him a draft report first with time to think and respond. Don’t expect to drop in and socialize. And if you and your boss are the same on the introvert-extrovert (I-E) scale, beware of the false sense of security that a possibly easier relationship brings. I-I may not move quickly enough for a project, and E-E may have task completion problems.
Here are a few more general principles to help you manage up successfully.
Communicate. Communicate some more. Tell your boss where you are on the project before she asks about it.Take the initiative to find out when and how your supervisor wants reports, feedback, information, updates. . . is time of day important to them? What about method? A paper trail of emails, texts? Phone call, face to face? Don’t assume that just because she hasn’t asked you for something, that it is not due. It’s always better to be early than late with a report.
Honor your boss’s time. This goes for all boss types. And if you are a chatty, conversational type, take steps to reduce your wordiness. Figure out the main point first. . . Use bullet points, and separate actionable items from background information in written formats.
Provide solutions, not problems. This is not to say that you should never bring a problem, but focusing on what you think it will take to fix the problem brings a lot of value to your boss. Rather than making your problem his, you become partners in a solution. This approach directs the conversation to a higher level, for example, anticipating together what will happen if option A is followed instead of option B.
Never let your boss get blindsided. If you are aware of factors that could affect your timing on a project budget, for example, let your boss know that as soon as you can, NOT when the budget is due.
And finally, NEVER go over the boss’s head or behind his back unless your project is on the line, and there is an urgent problem that continues to be ignored, or the boss is doing something illegal, has a serious illness, (including mental illness, substance abuse) or is doing something that could result in a lawsuit. [3] Hopefully none of our readers has a situation like this.
And now, back to our inbox.
Donna, how you support your boss in front of others is a crucial part of managing up. If you disagree with your boss, never say it in public. Bring it to the boss first, respectfully, and let them know of your objections. Then if the disagreement is not at the level of making you quit, keep your thoughts to yourself. Or share with an objective outsider, such as a coach. You could consider saying something to your staff about your surprise at the policy, and your willingness to follow it. Something like this: “I was thinking about the policy discussion at the meeting yesterday, and I may have given you a wrong impression. I know I was surprised, but I am on board with it, and am supportive of the boss.” Then no more discussion. . . the less said the better.
Andy, there’s a lot to comment on in your note. The first thing is to evaluate how well you are matching your work style to your boss’s style. Is it possible he takes a more formal approach, and you a more casual one? Do you know how he wants information from you? Have you made a meeting to discuss how the two of you can work together in the smoothest way? Does he know that you are totally on board with his goals? Finally, consider asking him what he thought about you taking a break with your staff. . . don’t ever assume, but take steps to understand his perspective and clarify where he is coming from.
Jennifer, you made a great point. Managing up is not just for difficult situations, but for celebrations as well. As a middle manager, one of your roles is to promote the actions of one level to the other, because you are all working together to advance your organization and its mission. Do your staff know about your boss’s award? Is there an opportunity to have both your staff and your boss together to talk about the award? And, how about recognizing your employee in front of your boss about the fine work he did with the tracking system?
Jackie, what are your specific issues with your boss? How does he terrify you? Do you know what is motivating this behavior, why he is acting the way he is? What managing up principles have you tried, in particular, flexing your style to accommodate his?  Working with more difficult bosses is certainly a challenge, but your situation suggests that some more time, and more intentional actions on your part could be worth it.
Managing up has limits, however, especially when your sense of integrity and values are threatened. Sometimes leaving a situation is the best solution. Working with a boss who creates a toxic workplace is full of problems. No one wants to walk on eggshells and wonder how they will be received. It is very stressful, not to mention unproductive, to be in a position where you can’t predict from one day to the next if your boss is going to be agitated, friendly, upset, or moody. You may find that a move is a great new start for you, or work at a different level or role has more benefits than you first thought. The bottom line question is this: what can you live with, and feel good about? Only you can answer this question for yourself. Carrying the burden of stress has a big and negative impact on our health, and, life is short. Good luck!
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[1] Abbajay, M. 2018. Managing Up: how to move up, win at work, and succeed with any type of boss.1.Wiley.
[2] Wyatt, M. 2012. “My Advice on Managing Up: Don’t.” forbes.com Accessed online, 2/6/2019.
[3] Turk, W. 2007. The Art of Managing Up. Defense AT&L. Accessed online 2/5/2019. www.uthscsa.edu.