Managing Up Is No Accident

Jill Bachman, MSN on February 15, 2019

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.

Leading intentionally – a life-long learning process

Dustin Fennell on September 17, 2018

Guest contributor – Dr. Jan Gehler
Dr. Jan Gehler retired from the Presidency of Scottsdale Community College in August of this year.  Thunderbird Leadership has been privileged to work and collaborate with her during her tenure and asked her to share her reflections on the work of leadership as she moves on to the next chapter of her life.
Planning for and executing a process for individual and team development requires a belief in the importance of life-long learning. A successful executive understands – and models – learning as a basic skill.  As educators we continually affirm the importance of such learning for our students and staff, but sadly we often ‘don’t get around to it for ourselves,’ and by extension for our leadership team . The higher the level of position we hold, the more confidence we gain, the easier it is to eschew formal learning or the wisdom of others. As in every other area of leadership, we must ‘model the way.’
Within a leader’s ‘life-long-learning’ curriculum is the task of becoming self-aware.  When we ARE self-aware, we constantly assess our thoughts and actions against the audience, the environment, the issues. Where do we need to step up and assert, where do we need to hold back, listen, trust others and wait? For some, this ‘sense’ of how we best lead is instinctive; for others, it must be learned, and yet for others, it’s a combination of learning to ‘trust’ one’s gut, coupled with the skills and understanding gained through experience, through formal and informal learning. It can be difficult, amid the noise of the moment and the competing ‘styles’ that give way to conflicting opinions and direction, to pick up the ‘cues’ for best action or decisions. The practice that comes with formal and informal learning can make the path through tough decisions, if not easier, at least simpler and more familiar.
Over many years as an education administrator, I’ve come to know myself pretty well. I am clear about the source of the values, habits and practices that I learned from my family of origin. I am a classic middle child, driven instinctively to find peace and balance. I have also learned that I am able to work inductively and deductively; most people have strengths in one direction. I can work both ways, and I often take the time to do that when considering important decisions or trying to solve complex problems; my approach can frustrate others who think more linearly. I came to this awareness over years spent in learning about myself, about what constitutes effective leadership, how to build and support an exceptional leadership team, i.e. through life-long learning.
Recognizing my own ‘needs and style,’ the profiles of my leadership team, the needs of the institution, the political environment, etc. there are several standard thinking processes that I’ve employed. If I have any advice for up-coming leaders, it would include:

  1. devote time, energy and resources to individual and team development;
  2. take time individually and as a team to ask “what if” questions, to explore all options and creative, if not crazy ideas;
  3. examine every decision, solution, proposal by viewing it through a series of lenses, asking yourself and your team ‘are there implications for HR, for IT, for PR, for budget, for other divisions, in this decision, this strategy?’;
  4. pause long enough to consider the generational question, i.e. what are the second and third waves of effect of this decision? Always consider the PR implications for the students, the faculty, the institution, the community, your partners, etc. Think this through yourself and ask your team to discuss their answers openly.

I am a high “S” (using the DiSC profiles) which means I take the time I need to think through these questions. I tend to think through the ‘worst case’ and then determine if I/we can live with that; if so or if we can mitigate the challenges, then presto, we move forward. Needless-to-say my “D” and “I” (action-oriented) colleagues can grow weary of my style. But over the years, they have taught me to move more quickly, as I have taught them to move more thoughtfully (for the longer term). We have learned together how best to lead together and found executive team development to be an invaluable tool.
When it is well done, executive team development provides individuals with new insights about their own skills, their own knowledge (what they know and what they need to learn) and as important, perspective/attitude. How do you think of your role as an administrator among other administrators? Back to the lenses!  Your role is not unilateral. It requires seeing from all perspectives. It is stewardship. You have affirmed by taking the position to do as much as you can to help the organization achieve its mission. Individual and team development is an essential strategy to achieve that mission.
The group work is uncomfortable by design – we are called to dig deep and share; remember the old group development idea? – forming, storming, norming, performing.  We have gone through that trajectory – AND it has to happen every time the constellation changes.
Frankly, it is fun to learn and grow together.  It is fun to have discoveries of what we are and aren’t doing.  A good facilitator will call us on our stuff – to have moments, if we are paying attention, that increase self-awareness. I don’t know an administrator who doesn’t need that to avoid being blinded by our ego, our title and our successes.
– Dr. Jan Gehler
 
 

The Resilient Nurse Leader Coaching Series: An Interview with Amy Steinbinder

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on August 20, 2018

The healthcare industry continues to be faced with so many interacting challenges: rising costs, unstable funding, sustaining an adequate, engaged and experienced workforce, creating a positive patient experience, ensuring high reliability and implementing innovation. Thunderbird Leadership’s Managing Partner, Amy Steinbinder, PhD, RN, NE-BC, agreed to tell us about her work supporting nurse leaders during these turbulent times.  Amy describes it this way, “demands within the nursing profession and within the healthcare industry are constantly in whitewater.  All the rapids are a 10 right now.”
Amy asked herself, “How do you maintain your balance and sense of self when things are literally swirling all around you?” And her answer was to develop the Resilient Nurse Leader Coaching Series. “I’d like to be able to assist people to strengthen their own leadership and resiliency – with the goal of personal and professional resilience while achieving career aspirations.”
Why only nurse leaders, why not others in the health care profession?
The Resilient Nurse Leader Coaching Series is focused and targeted because nurse leaders have a tremendous amount of expertise and operational influence in directing patient care delivery. At the same time, there is this growing level of burnout among nurses. The Resilient Nurse Leader Coaching Series supports nurse leaders who then support the thousands of nurses who impact hundreds of thousands of patients every day!”
Amy described a current client who is dealing with the complexity of implementing new technologies and adding building locations while still sustaining high reliability patient care, getting people paid and adapting to continuous innovation and change.  She said, “leaders are not only stretched thin but on a stretching rack – pulled in so many directions. How do they maintain their own core strength so they can be effective in their personal and professional lives?”
What does the Resilient Nurse Leader Coaching Series offer?
The Resilient Nurse Leader Coaching Series offers individual coaching sessions to help Nurse Leaders improve their effectiveness while maintaining personal balance.

  • Coaching will explore executive nurse competencies “to help nurse leaders identify where they are and where they want to be to be effective.”
  • Coaching is an iterative process of learning, applying and reflecting.
  • The process will use a variety of modalities to tap inner wisdom and creativity to gain mastery of the competencies to support the leader’s own leadership style.
  • Leaders will come away with new ideas and defined strategies that they can implement immediately.

What does the coaching look like?

  • Nurse leaders participate in six individual coaching sessions over three months.
  • Sessions are held every two weeks.
  • The first session is 90 minutes and subsequent sessions are 60 minutes.
  • Sessions explore the values that drive the leader’s work and provide the motivation to keep on pressing forward.

“I want to help people identify what they value most in their professional lives, what they want their legacy to be, what they want career wise.” 
What I hear you saying is that for nurse leaders, the coaching time is critically important to ensure clarity of mind, clarity of direction, and strength to keep moving forward.
Amy shared a note she received from a nurse leader she coaches: “Amy, you have no idea how helpful this is and how much I look forward to our time together.”
Tell us about the competencies? Why focus on these?
“These competencies came from the literature.”  In 2004, the Healthcare Leadership Alliance developed Nurse Executive Competencies that are considered foundational for today’s nurse leaders. They have been revisited and are still relevant.[1]
In 2016, Amy and a small group of content experts[2] convened to identify which of all the competencies would be most impactful for a nurse leader over a career in today’s and tomorrow’s healthcare environment. Their combined experience as Nursing Executives, CEO’s, Chief Integration Officers, COO’s and consultants to large scale organizational change provided them with inside and outside perspectives on the future of healthcare leadership. They identified five competencies they thought were most critical.
Amy briefly described the five competencies.
Resilience — The ability to maintain energy, focus and perspective during high stress, situational ambiguity and insurmountable challenges.

“Yes! the ability to maintain energy, focus and perspective no matter what is going on! The ability to learn quickly and recover quickly from things that go wrong – because they do, and they will.”

Advocacy — The ability to influence, champion, articulate, inspire, and enlist others to do the right thing at all levels.

“…Not just for patients and staff, but for the providers in the organization and the organization itself; really ensuring that the nurse leader is doing the right things for all of these constituencies.  They have to have in depth knowledge of so many disciplines beyond just clinical practice.”

Engagement — The ability to actively apply values of caring and respect, along with skills of communicating warmth and genuine interest in others, to promote trust with individuals and teams.

Leading engagement has become critically important for day to day results.  It is easy for any of us to lose our way.  How do we keep people energized and excited no matter how hard the work is? How do we promote and build trust, appealing to both the heart and head?

Executive Presence – The ability to engage, connect and influence others.

Organizations are experiencing so much change and so many people are involved.  How does a nurse leader establish her own presence in assisting people to becoming engaged? As a leader, how do you stay calm under pressure, maintain curiosity and remain optimistic?

Minding the Gap — The ability to recognize and attend to the dynamic tension between innovation and the untested with high reliability and a preoccupation with failure.

The most interesting one for me is “minding the gap.”  In every organization there is so much that is occurring, so much is untested. How do you balance the untested, the innovation, at the same time as we focus on high reliability? This requires being aware of what can fail, what failure looks like and watching for early warning signs, subtle flags that alert you to potential failure. So individual teams and organizations can respond quickly and move forward.

 Nurse leaders need to be asking questions – such as if we failed in this project, what would have had to happen…so you can back it up – to look at what we need to be paying attention to; having agreement on what we would do, how we would address red flags if they emerged. This does not mean we think we are going to fail, but we are preoccupied with what could go wrong – so we can be timely in response…going back to resilience so you can learn and recover quickly.

What do you bring to the coaching experience?
I am a Certified Executive Coach and Integrated Health Coach with over 30 years of healthcare leadership experience including experience conducting workshops and facilitating individual and group learning to achieve personal and organizational results.
Why is this so important to you?
The biggest reason is that healthcare is in crisis. It impacts all of us. We are all on either side of the healthcare divide…as providers and as patients at any one time. 
How can people learn more about the series?
Click here to visit The Resilient Nurse Leader page at Thunderbird Leadership Consulting.
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[1] American Organization of Nurse Executives. (2015). AONE Nurse Executive Competencies. Chicago, IL: Author. Accessed at: www.aone.org
Accessible at: http://www.aone.org/resources/nurse-leader-competencies.shtml
Stefl, M, Common Competencies for All Healthcare Managers: The Healthcare Leadership Alliance Model. Journal of Healthcare Management. November/December 2008: 360-374.
Gerardi D, Using Coaches and Mentors to Develop Resilient Nurse Leaders in Complex Environments. Voice of Nursing Leadership. July, 2017: 8-12.
Waxman KT, Roussel L, Herrin-Griffith D, D’Alfonso J, The AONE Nurse Executive Competencies: 12 Years Later. Nurse Leader. April, 2017: 120-126.
[2] Dr. Kathy Scott, RN PhD, FACHE, Colleen Hallberg, RN MSN, Amy Steinbinder RN, PhD, NE-BC in consultation with expert colleagues across the country.
 
 

Power Tools at Work

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on February 16, 2018

I am passionate about creating fabulous work environments; ones that are highly productive, mission-focused, energizing, inclusive and innovative. What words would you add to that list?
We spend so much of our waking hours at work, shouldn’t it be a place that energizes us instead of drains us? I don’t mind going home from work fatigued from the mental and physical work, but I do question the value of going home drained from frustrating, demoralizing and discounting experiences.
As I was driving to a session on DiSC™ this morning, I thought about how DiSC™ can help to create that environment. (The DiSC profile, published by Wiley, is a non-judgmental tool used for discussion of people’s behavioral differences.) We usually think about DiSC™ or personality-type assessments as tools to help us get along better with our colleagues, but this morning I started thinking about how they can be so much more. . . about how they can actually become POWER TOOLS.
When we use DiSC™ or other assessments in a deeper way, we have the ability to influence the organizational culture to one that truly values a range of perspectives, and honors and celebrates differences as essential to an effective workplace that promotes quality work, engagement, high productivity and innovation.
From my work on creating inclusive cultures, I have focused on the following key elements; empathy, perspective taking, communication and conflict management across differences. People who are culturally competent seek to understand another’s world view and recognize that the way they see the world is not the only way to see the world. (Perspective Taking) They care about another’s experience of the world. (Empathy) They recognize that communication is not just about what is sent, but what is received and strive to find practices that ensure effective outcomes. (Communication) And they recognize that tensions are produced through misunderstood communication, differences in values, differences in perspectives, priorities, etc. The ability to work together to understand and resolve these differences provides opportunities for growth, innovation and connection. (Conflict Management)
When we dig deeper into DiSC™ or other assessments, we can see that they provide a training platform for important organizational growth. As people learn about the different styles or types, they recognize that other people do not see the world the way they do. As they listen to other people explaining their perspectives, they begin to develop empathy for the other. As they discuss strategies to work with people from different styles or types, they begin to strengthen their communication skills, and finally, when they see differences as potential for growth, innovation and connection, they reframe their view of conflict.
This requires using DiSC™ or your preferred assessment as an ongoing part of your culture rather than the once- a-year-ain’t-it-interesting-team-building activity at the annual retreat. It means:

  • Orienting all new employees to your assessment, how and why it is used
  • Posting the assessment results permanently to remind people of the assessment and the variety of results
  • Recognizing the dominant style/type culture of the organization and what that means for employees, customers and the business itself
  • Providing strategies for ensuring non-dominant styles/types are needed, valued and included. This can include:
  1. Identifying styles of all participants in work groups and discussing how this will impact the way you work
  2. Delegating roles to capitalize on strengths and/or to strengthen areas of challenge (intentionally and mindfully)
  3. Leaders running meetings to ensure all voices are heard – not just the loudest
  4. Noticing gaps in your organization – and recognizing if that might be a problem – and if so, how do you fix it.

What happens when people’s styles and strengths are recognized and accommodated? People feel valued and engaged. They contribute more, they stretch more, resulting in higher productivity and performance.
When people feel valued and contribute, the organization benefits from new ideas as well as identifying problems and risks earlier. These behaviors help create high performing, innovative organizations, and interestingly, these cultural behaviors are also noted in the most inclusive organizations.
These same strategies that honor the information revealed from DiSC™ or other assessment styles, can be used to honor the many differences across our teams. We can broaden our skills to value what people bring to the table rather than their job title, role or social identity.
If I can learn to appreciate your different way of thinking based on your assessment style, it might just be possible for me to appreciate your way of seeing the world through your other lenses. I might take time and ask more questions to understand your point of view. I might adapt my style to better communicate with you. And then, I can use those same skills to address some of those harder identities where the “baggage” of history has made those connections harder to resolve. I might react less quickly, reach out more for understanding, take time to explain my perspective and understand yours, and discover new possibilities.
And yes, my session went really well this morning. The management team explored how they can use DiSC™ more dynamically to improve performance and morale. They considered their own style strengths and some of the areas they could address to be more effective with their teams, and with each other. It was a wonderful morning. . . and I came home energized and excited about their future together.

Contact info@thunderbirdleadership.com if you want more information about DiSC™ or other facilitation work we can provide.
Resources for more information
Only Skin Deep – Reassessing the Case for Diversity, 2011
https://www.ced.org/pdf/Deloitte_-_Only_Skin_Deep.pdf
Forbringer, Louis R. (2002) Overview of the Gallup Organization’s Q-12 Survey, O.E. Solutions.
Wiseman, Liz and McKeown, Greg. (2010) Multipliers: How the Best Leaders Make Everyone Smarter. New York: Harper Collins.

Is it me, or is it them? Choosing the right intervention

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on January 15, 2018

The request comes in, “We are having a team retreat next month and I’d like you to come and provide some team building. It would be great if you could focus on how we can work together better.”  It sounds easy enough. . . some fun activities to understand different work or communication styles.  Piece of cake. . . or is it?  Almost every time this request comes in, there is an underlying, unexpressed and unaddressed concern on the team.
I have learned over the years to ask lots of questions to uncover the real need.  More often than not, there is an individual, maybe more, who creates problems for the manager and/or the rest of the team.  The manager has been uncomfortable addressing it directly and hopes that the individual(s) will “get the message” through the exercises we do.
I am a really good trainer, but I cannot deliver this result for the manager.  The individual does not “get the message,” everyone else on the team wonders why they are going through this, they may guess what the underlying goal is. . . Ultimately, time and money wasted, and the manager and team are still stuck where they were.
So, is training or team building ever worthwhile? Sure, but be clear on what you want to accomplish, make sure the team knows the purpose, and be sure you are choosing the right strategy.
What to do when?  Is it me (the manager) or is it them (the team)?

  1. If you have an employee who is having performance problems, you need to tell them. If you are struggling with how to frame the issue and or how to correct/improve it, invite a performance consultant or coach to assist.  They can help you be clear on what is needed, identify strategies, timelines, and even practice how to say it.  But you as the manager have to have the conversation. It is your job.
  2. If you have employees who are in conflict, you need to let them know that the conflict cannot continue (oh darn, you have to have that conversation again.)  Based on the level of the conflict, you may need to bring in someone to mediate. . . with the understanding that the behaviors cannot continue.  If the behaviors continue after intervention, it becomes a performance issue. (Back to item one!)
  3. If you are concerned about morale, performance, communication of the whole team, you may want to bring in a consultant or coach for yourself first and figure out how you can influence the culture of your team.  What is going on? How long has this been going on?  Is it a structural issue or a training issue? Do the employees have the skills and resources they need? Do they know what is expected of them?
  4. Then, decide if training or team building of some kind can really make a difference. And explain to the team what you hope will be different after the training and how you will assess and support the change.

So how does this work?
Situation 1
You have an employee who is not pulling their share of the load.  Everyone else knows it but no one says anything.  She has been there a long time so how can you bring it up now?  You are frustrated. The team is demoralized.  What is the point of going the extra mile?
Whose problem is it? Yours. Solution: you have to speak up even after all this time.
How do you do it?

  • Ask yourself – does my team know what I expect from them re: performance?  If the answer is not clear, start there.  You might try having the team help set group expectations – buy-in for everyone.  Then, everyone is clear about the level of accountability – it is day one of new expectations.
  • When everyone knows the expectations for performance, have conversations with each employee about how they see their performance.
    • Be prepared to give honest feedback and develop strategies for improvement as needed.
    • Identify timelines for accountability and follow them.
    • Ask your employees what they might need from you to help them succeed?
  • And now, for the really, really hard part . . . have follow-up conversations where you hold people accountable. Be sure to let people know when they are succeeding, and when they are not.  Discuss what will happen if they do not improve.

Who can help? A performance coach or consultant; someone from your HR department. A facilitator.
Situation 2
You have two employees who do not get along. They have different work styles and over time they have gotten more and more irritated with each other. They don’t talk to each other. They gossip with others and try to recruit them to their side. It is interfering with workflow as people have to do workarounds to get information through this nasty bottle-neck.  It is impacting the whole team. Production and morale are dropping.
Whose problem is it?  Yours and theirs – yours because it is impacting the team and the quality of work; theirs because they are the ones who need to solve it.
Solution: You have to speak up and let them know their behavior is not acceptable and needs to change.  You can invite them to find a way to manage – but in all likelihood, you will need to bring in a mediator or facilitator.  (This is not the time to have a team building activity about getting along!)
How do you do it:

  • Decide if you want to start the conversation individually or with them both together – it may depend on how bad it is and how comfortable you are with conflict.
    • Let them know the impact they are having on the team.
    • Ask them if they have suggestions for solving the problem.
    • Offer to bring in a mediator or facilitator to resolve it with them.
    • Be clear that the behavior cannot continue.
  • Bring in a facilitator or mediator (either internal or external to your organization) and be at the first meeting – making clear that you share in this problem because of the impact on the team.  You need it resolved and will attend meetings as needed to help implement a solution.
  • Hold everyone accountable for their behavior.  You might need to be very specific about the behaviors.

Who can help? A coach, mediator or facilitator – check with your HR department to see what they have to offer.
Situation 3:
You are aware that your team is not happy.  Performance is down, absenteeism is up.  You are not sure what is going on and you’d really like things to be better.
Solution: Start with a coach or consultant who can help you get a better handle on where the problem is.
How do you do it?

  • Be honest with your coach about your strengths and your weaknesses.  If you are not sure, the coach may provide some assessments for you and/or for the team.  Be prepared to learn more about yourself.  Are you open to change?
  • Once you are clearer about the areas that need to be addressed, you and your coach can consider the best intervention strategies.
    • What do you need to do?
    • What do you need from your team?
    • How do you present the information?
    • How do you monitor and hold everyone accountable?

Who can help? A coach – internal or external to your organization – but someone with whom you can be honest and vulnerable.  (It should not be someone in your immediate supervisory chain.)
And finally, we get to Situation 4:  Team building, training and facilitation!!!
You recognize that your team has areas that can be strengthened.  You’ve addressed individual concerns and you’ve made some commitments to your own growth as a leader.  You know the direction you want to take and you are prepared to hold yourself and others accountable. You want to see your team collaborate and support each other more. You know this will require a change in culture where they understand they are all responsible for results. This could include: helping a team member who is overworked, catching an error – fixing it and sharing the info with the team member, coming up with ideas to make things work better, hearing team members thank each other, compliment each other and celebrate each other.
How do you do it?

  • Let your team know your plan – why you are asking them to participate, what you want to see and how you will hold each other accountable.
  • Participate with your team – make it clear it is about “all of us,” not about “them.”
  • Know that to make a lasting change, there will need to be more than a single one-hour magic bullet. Let the team know how you see this unfolding.
  • Have a plan for accountability – and/or invite the team to develop a plan.
  • Follow your plan.

Who can help: Coach, trainer, facilitator, you and your team!
When I get to work with a team that is really ready for change, it is amazing and fun for everyone.
So use your time and money wisely to get the very best results possible. And remember, your role as a leader makes all the difference.  When you’ve set the stage, great things can happen.
For more information, check out these sources. 
https://www.huffingtonpost.com/rita-balian-allen/the-value-of-coaching-a-b_b_12750080.html
Lencioni, P. The Advantage. 2012. Jossey-Bass.
Patterson, K. et al. 2011. Crucial conversations. McGraw-Hill.

The Heart of a Good Story: from Information to Meaning

Jill Bachman, MSN on October 17, 2017

When you reach for the newspaper or your favorite newsfeed, do you feel overwhelmed with data, facts and figures, and have trouble making sense of the information out there? I do. For me it’s like swimming in lukewarm chicken soup hoping for a noodle of something to hang onto to tell me where I am. In our modern minute-by-minute explosion of facts, how do we get from information to meaning?

Good story telling has its place not only at parties with friends, it is a tremendously useful skill for leaders. Sharing a story- one that resonates with others and makes them wonder who they are going to tell it to next- is a compelling way to connect with people. And as Jim Kouzes reflects * “Stories are a powerful tool for teaching people about what’s important and what’s not, what works and what doesn’t, what is and what could be. Through stories, leaders pass on lessons about shared values and get others to work together.” In a nutshell, stories accomplish what charts, graphs and reports cannot.

Like many others I know, I wish I were better at story telling. My endings always seem kinda weak, I’m not sure where I’m going, and I rarely get the response from others that I’d like. Do I meander, do I have a point, is my point even important? How, I wonder, can I improve my storytelling?

Here are some ideas I have come across in my quest to better persuade and inspire others with what I have to say.

1. Begin the process by thinking about the message (should be brief) that you want people to connect with. Once you have the message clear and simple, then work on how to illustrate it.

2. Use your own experience. The best stories reveal vulnerabilities that show the story teller as human, authentic and accessible. This helps to create the very important personal connection.

3. Start keeping a log or journal of important points and messages you want to deliver to your team. And jot down stories from your past, especially those gripping ones about hardship, conflict, loss, overcoming barriers, that could be used to make your message come to life.

4. Make sure your audience understands the context for your story. If you’re not sure who will be the audience, look for the common denominator level in your story that most people can relate to. Does it make sense for a high school senior at her first job as well as a corporate CEO?

5. Don’t be the hero in your story . . . be in it, but make sure it’s not ABOUT you.

6. Keep the story simple with the idea that less is more. Provide just enough detail to enhance important parts, especially to help listeners connect with the emotion and the imagery, to feel like they are right there with you. If it doesn’t move the story along, get rid of it.

7. Once the story is created, practice telling it, especially the beginning and the ending. Where will your brief message come in? Is it stated or not? Is it important at the beginning AND the end? Write it down.

Stu was a quiet man who spoke when he needed to, but just like EF Hutton, when he spoke, everybody listened. In his presence you had the feeling that he was always thinking, always “on”, and aware of his impact on others.

Our nonprofit organization faced a financial crisis, one that was totally unexpected, and HUGE. In just 24 hours we were shocked to discover that we needed twice as much money as we had laboriously raised to get us through the next fiscal year. We were so tired of the stress of wondering if we would make it. To learn that we were NOT done really took the wind out of our sails. We sat there stunned. I was one of 8 members of the Finance Committee, and we didn’t have a contingency plan. Stu was the Chairperson.

Stu had called this special meeting. He refrained from calling it an emergency. And in that meeting he laid out his ideas, looking for our feedback and commitment. In addition to more typical actions, he wanted us to team up, then visit the “big givers” personally, and ask them for money. . . a specific amount to be exact. Whoa, I said to myself, you want me to do what? Those dollar amounts are really big!

We reviewed the list of people to target, identified what they had already given, then made an educated guess about what we could ask for without being laughed out of their homes. I was still feeling quite sweaty-palmed about this until Stu said, “Here are some rough talking points, I know they can be improved. But to help everyone feel more comfortable with this critically important role, why don’t we take 15 minutes to practice. Let me show you what I’m thinking.” And then he proceeded to role play the ‘ask’ with a member of the committee. He stumbled a little, others tried out their ideas. But he was out in front, the first.

I learned several things about leadership that day, but for me the biggest was that a good leader does everything he can to help his people succeed. My teammate and I were able to make the case for our appeal, and to do it authentically. And the Finance Committee met its goal. I will always remember that meeting, and Stu’s fine example.

What’s YOUR story?

Reference

* Duncan, RD. (1/23/2013) “Jim Kouzes: Why You Should Hone Your Storytelling Sills.” Interview. Blogpost of Duncan Worldwide. Duncanworldwide.com. Accessed 10/15/17.

The High Wire Act in Healthcare

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on August 12, 2017

In last month’s blog post, and from a consumer’s point of view, I explored concerns with disparities in healthcare based on our social identities. I am a layperson whose work and life brushes up to the healthcare industry. More and more of my work seems to be in these borderlands – exploring effectiveness, connections and relationships, systems and organizations. And I read the papers and realize that the healthcare industry is in a high wire act of its own . . . not knowing how funding, finances, mandates and requirements will play out.
So, I encounter professionals every day who are trying to do their best for patients, employees, their organizations and their communities. How do executives maintain a stable course in the midst of so much turbulence?
I have had the opportunity to be a fly on the wall for the planning of a Leadership Intensive for Executive Nurses. I listen to three exceptional professionals as they discuss the critical elements that drive success in this chaotic environment: complex systems theories, leadership competencies, driving principles and implementation strategies. They consider compelling trends in value-based care, big-data, population health, technology, communication and empowerment.
I have watched a powerful event evolve from vision to reality in a way that will enable nurses in leadership positions to steer a steady course. What excites me about this program is how personal it is. The conveners (Amy, Kathy and Colleen) have designed a curriculum that asks participants to bring their whole selves to the table – to bring questions that need to be answered and to share their own wisdom and experience with other participants as well as with amazing speakers.
The Intensive is intimate . . . limited to no more than 25 participants . . . so that everyone is personally enriched. They will explore case studies that challenge the best minds and help prepare participants for the greatest challenges. They will design personal action plans and receive input and feedback to ensure the best possible outcomes. It will be intense, rewarding and impactful.
As a consumer, I want the people in charge to be making decisions that are well-considered by strong, thoughtful and capable leaders. I see the Leadership Intensive as a vehicle to allow leaders to step back, reflect and strengthen their ability to meet the myriad of demands of today’s healthcare environment.
For more information about the Leadership Intensive, October 19-21, 2017, and to register online for the conference, visit our events page.

Preparing Next Generation Leaders

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on March 21, 2017

Preparing Next Generation Leaders – can we change or just get out of the way?

by Rory Gilbert, M.Ed., SPHR, SHRM-SCP

In my work, I have often heard people complain about millennials…even millennials complain about each other! Millennials (MLs) are described as needy, slackers, demanding instant gratification and constant feedback. They don’t want to pay their dues and want to be able to speak up and contribute right now! They don’t know their place and they are not loyal to the company. They keep talking about work-life balance – where is their dedication?i

We also know that as boomers retire, especially in leadership positions, there are not enough folks to replace them without an infusion of millennial talent and energy. People worry because they believe MLs are not prepared, not ready for leadership.

I would challenge those of us who see this dilemma to revisit three things.

  • What do we know are best practices to create successful organizations?
  • How do MLs fit into these recommended best practices?
  • What do we need to do to prepare MLs for the leadership demands of the future?

So, what makes an organization successful in the current environment?

Alex and David Bennetii tell us that organizations must be able to adapt quickly to change. This means hiring people, not positions. Organizations need capable, competent people who can be assigned projects that use their skills and develop their skills. People need content knowledge and the ability to collaborate well with others to respond effectively and creatively.

People need to be clear about the organization’s mission and empowered to make timely decisions within their field of influence to respond to changes in the environment. People need to be willing to take risks. Hierarchies and overly controlled environments do not allow for this type of activity.iii

Patrick Lencioni emphasizes that taking needed risks requires a deep level of trust in the organization from leaders to employees – that they will act in the best interest of the company, and that they have the knowledge and ability to make good decisions. And for employees, when (not if) they make mistakes, it is essential that leaders back them up and support them in learning from and correcting those mistakes. To do so, leaders need to provide quick and clear feedback, advice and counsel. iv

When there is an environment of deep trust like this, an organization can have true accountability – where people own their actions and decisions, speak up about concerns, work together to take the best actions and make the best decisions. In a truly accountable organization, people can easily review, learn from and rapidly respond to mistakes, so there is as little negative impact as possible. v

Harvard Business Review identified the leadership competencies that were most important for all management positions. Among the top competencies were inspiring and motivating others, displaying high integrity and honesty, communicating powerfully and prolifically, collaborating and promoting teamwork and building relationships. Displaying technical or professional expertise finally emerged eighth on the list. vi This list indicates the importance of interpersonal skills for effective leadership.

How do millennials fit into these best practices? I would suggest they fit perfectly if we reframe the attributes so often used to describe them.

They are ready for a challenge, want to learn and try new things and want honest, supportive feedback. They recognize people for their skills and contributions not their titles, and they want to be recognized for what they can contribute as well. They seek resources that will help them solve problems, rather than relying on stifling chains of command.vii

They want strong, genuine and honest relationships with their leaders. They count on rapid feedback that allows for quick course-corrections so they can be successful. viii

When they feel valued by their organizations and see opportunities to advance, MLs prefer to remain with their organizations. They are loyal when the organization’s values and goals are aligned with their own. ix

They commit to giving 100% when they are on the job and are wise enough to believe what we say (but not what we do), that we perform better when we take time to refresh and rejuvenate. While they are wired in 24/7, that doesn’t mean they want to work 24/7. x

What do we need to do to prepare Millennials for the leadership demands of the future?

I believe we need to follow the lead of MLs in creating the organization of the future. We need to support environments that are flexible, non-hierarchical and capitalize on their greatest asset, people.

That means letting go of some archaic notions. Things like:

  • what it means to pay one’s dues
  • the number of hours at the office demonstrates commitment or ability
  • setting boundaries on work time means slacking or disloyalty
  • speaking up too soon is a sign of disrespect
  • trying something new and failing is dangerous

We need to look at what people are capable of doing rather than being limited by job titles, and then let them have a chance to try something new! And we need to build genuine relationships that allow for risk-taking, creativity, innovation and adaptability. For millennials, this is the standard they are seeking.

This means providing information, context and mentorship for our emerging leaders and providing them with growth opportunities to test their abilities and learn from failure.

This means demonstrating how to give and take constructive feedback, manage conflict respectfully, admit our mistakes and learn from others. These are critical skills for the next generation of leaders. No one knows it all, but in strong and collaborative environments, a leader can facilitate making the most of what everyone knows.

None of these skills is new. Leadership books have been espousing them for years…but most of us have not mastered them…or in many cases even tried. xi Millennials come to us ready to embrace a supportive, collaborative, adaptive environment. Now is the time to shape that future. Organizations cannot afford to make MLs conform to leadership styles that are destined to fail. We need to model the new way of being (even if imperfectly) or it may well be time to get out of the way.

Updated 4-3-17:  Just read this article. It reinforces my main points. Check it out.

References

i “Millennials have been labeled as lazy, entitled, and narcissistic, with an innate distrust of bureaucracy and authority. This generation is also known for being difficult to manage in the workplace and prone to job-hopping. For better or worse, Millennials now make up the largest generation in the U.S. labor force which means it’s time for employers to start adapting to an ever-changing workforce.” http://www.inc.com/sujan-patel/6-tips-for-managing-millennials.html

ii Bennet, Alex and David (2011). Organizational Survival in the New World. Routledge Taylor and Francis Group: New York.
iii Bennett, Alex and David (2011).

iv Lencioni, Patrick. (2012) The Advantage: Why Organizational Health Trumps Everything Else In Business. Jossey-Bass:San Fransisco.

v Lencioni, Patrick (2012).

vi https://hbr.org/2014/07/the-skills-leaders-need-at-every-level

Top skills ranked in order: inspires and motivates others, high integrity and honesty, solves problems and analyzes issues, drives for results, communicate powerfully and prolifically, builds relationships, displays technical or professional expertise…

vii Shaw, Haydn (2013-07-22). Sticking Points: How to Get 4 Generations Working Together in the 12 Places They Come Apart. Tyndale House Publishers, Inc.. Kindle Edition.

viii Shaw, Haydn (2013-07-22).

x Shaw, Haydn (2013-07-22).
xi Consider the body of work of Peter Drucker, Peter Senge, Kouzes and Posner, Jim Collins, Margaret Wheately and many others.

Embracing Individual Differences in the Workplace

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on January 3, 2017

Why do I as a leader need to pay attention to individual differences and creating a welcoming work environment? There are so many other factors I need to take into account already. Isn’t creating a respectful and open work environment just one more thing? I ask all my employees to do the best job they can and I evaluate them on their performance. Isn’t that what equality is all about? Isn’t that just good business?

The strategy of setting clear expectations and providing fair evaluations would probably be enough if you had everyone on an assembly line and they were all doing the same job. But even then, you might have to consider if one person was taller than another, had longer arms, greater or lesser muscle strength or different levels of coordination. The more you think about it, the assembly line is a great example of why, even there, knowing about individual differences and fostering good team collaboration is really important…because in fact, no two people are the same. And, your challenge as a leader or manager is to optimize your most valuable resource, your people.

So you would have to think through who is best suited for what task on the assembly line, how long they could work without a break and maintain quality performance, how you could keep them motivated, focused and retained so you would not have to train new people. You’d have to make sure that people were close enough, tall enough, nimble enough…to do the task…and you might want to have some additional resources like footstools, arm rests, etc. so you could increase your hiring pool and still be sure that they were able to do their best work.

Now consider that most of today’s employees are not on an assembly line. We ask them to bring their whole selves to work, to provide excellent customer service, to use critical thinking skills, to solve problems, and to represent our organizations well.

These requirements ask us as leaders and managers to consider what our employees need to be their most effective…and what our customers want in order to be satisfied with our products. Creating a respectful and open work environment is the tool to address these considerations.

Creating a respectful and collaborative culture means recognizing and valuing the knowledge, skills, experience and perspectives that employees (and customers) bring to the workplace. It is created through effective relationships and communication. It requires leaders to be learners; to recognize that they need the perspectives of other people to have the full picture of what is possible.
In fact, current research indicates that the most effective, successful businesses are those that value varied perspectives and foster a collaborative culture. Optimizing the diverse perspectives, skills and experiences of their people allows for the greatest innovation, productivity and risk-control. Yes, leaders NEED to pay attention to individual differences and build a workplace where everyone can contribute and thrive.

A culture change takes intentional and strategic action. Contact Rory Gilbert for more information on how your organization could benefit from a partnering relationship to make such a change work for you.

Employee Wellbeing and the Bottom Line

Dustin Fennell on November 27, 2014

While it’s clear that happy, healthy employees are more effective and productive at work, it’s not always clear to employers what they can do to help set the stage for employee happiness and wellbeing. However, because people spend so much of their time at work, employers are in the ideal position to invest in their employees’ wellbeing.