Teaming to Drive Organizational Change

Debbie Fennell on November 7, 2024

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

Nathan Bachofsky on February 22, 2024

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

Nathan Bachofsky on January 17, 2024

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

Nathan Bachofsky on November 16, 2023

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.

Thunderbird’s Dynamic Leadership Model: Empowering School Leaders for Success

Nathan Bachofsky on June 30, 2023

By Nathan Bachofsky, M.Ed.

As school leaders, the responsibility to shape the educational landscape extends beyond the individual classroom. To navigate the ever-evolving challenges and drive positive change within their institutions, school leaders must embrace the concept of Dynamic Leadership. Dynamic Leadership comprises several crucial elements, including self-awareness, deep listening, curiosity, empathy, and decisiveness. Dynamic Leadership skills are foundational and empower school leaders to foster growth, collaboration and excellence within their schools.

Self-awareness:

  • Do I sense and adjust my emotions based on the situation?
  • Do I respond in a thoughtful way?
  • Do I self-correct to keep communication flowing?

Dynamic school leaders understand the significance of self-awareness in their leadership journey. They possess a deep understanding of their strengths, weaknesses, and values, allowing them to lead authentically. By continuously reflecting on their leadership style and its impact, school leaders can align their actions with their vision and values. Self-awareness enables them to model integrity, build trust, and inspire their staff to strive for excellence. 

Deep Listening:

  • Do I maintain eye contact and face the person(s) directly?
  • Do I adjust the environment and limit distractions?
  • Do I suspend judgment on what’s being said?

Deep listening is a transformative skill that sets dynamic school leaders apart. By engaging in deep listening, leaders create an environment conducive to open dialogue and effective communication. They actively seek out the perspectives of their staff, students, and community members, suspending judgment and valuing diverse viewpoints. Deep listening enables school leaders to identify strengths, challenges, and untapped potential, fostering collaboration and fostering a culture of continuous improvement.

Curiosity:

  • Do I ask questions to stimulate new thinking?
  • Do I make space for new ways of thinking?
  • Do I encourage innovation and respect mistakes?

Curiosity plays a vital role in dynamic school leadership by stimulating new thinking, creating space for innovative ideas, and respecting mistakes. Effective leaders ask thought-provoking questions, embrace diverse perspectives, and foster an inclusive environment that encourages innovation. They understand that mistakes are opportunities for growth and learning. Cultivating curiosity empowers school leaders to inspire creativity, challenge the status quo, and drive positive change within their institutions.

Empathy:

  • Do I connect first before focusing on the output or results?
  • Do I listen and acknowledge the feelings of the other person?
  • Do I support others with caring and compassion?

Empathy is a fundamental attribute of dynamic leadership. Effective school leaders recognize the diverse needs and perspectives of their staff, students, and community members. By cultivating empathy, leaders create an inclusive and supportive environment, fostering trust and collaboration. They actively listen, understand the challenges faced by others, and make informed decisions that prioritize the well-being and success of all stakeholders.

Decisiveness:

  • Do I gather information that leads to great decisions?
  • Do I make course corrections as new information is presented?
  • Do I engage and trust others’ input in decisions?

In an educational landscape characterized by complexity and rapid change, decisive leadership is essential. Dynamic school leaders make informed decisions by considering multiple perspectives, analyzing data, and staying abreast of research-based practices. They embrace innovation and change while staying focused on their school’s mission and vision. Decisiveness inspires confidence, providing clear direction and purpose, and driving collective progress toward organizational goals.

For school leaders, embracing dynamic leadership is crucial to fostering success, growth, and collaboration within their institutions. The components of self-awareness, deep listening, curiosity, empathy, and decisiveness provide a strong foundation for effective leadership. By cultivating these attributes, school leaders can navigate challenges, inspire their staff, and create a vibrant educational community. Embracing dynamic leadership requires continuous self-reflection, learning, and collaboration. Together, let’s embark on this journey, empowering ourselves and our schools to thrive in an ever-changing educational landscape.

For more information on how Thunderbird Leadership supports educational leaders and leadership teams, please visit THUNDERBIRDLEADERSHIP.COM or email info@thunderbirdleadership.com 

Moving Forward: Healing and Innovating Schools

Nathan Bachofsky on May 13, 2022

Just the other day, I was sitting in a meeting with a team of teachers and administrators. The theme of our school year has been centered around courage, and we were discussing ways in which we can celebrate this at our end of the year faculty/staff convocation. As we discussed how we wanted to honor the staff after the immense challenge of teaching during this pandemic, it hit me. In all this time since the pandemic started, we had never truly taken the time to reflect on how these past two years affected our faculty and staff. Schools have much to process after dealing with the trauma of this disruption to everyday life and work. I have spent the past 8 months speaking with teachers and administrators from around the country from diverse schools and backgrounds to process the effects of the pandemic and political climate on schools. 

As I reflect on my own work as a teacher and leader and from the conversations with other professionals in education, I decided to attempt to answer the questions: How can we begin the process of healing and start the conversations needed to move our schools from a space of disruption to innovation?  Below are some considerations and a call to action for all superintendents, school boards, and those in school leadership positions. 

 

Pause and Process

Before we can move forward, we have to pause, check-in, and take inventory of our emotions, thoughts and feelings. Teachers, administrators, and staff have been in crisis mode since March 2020, and many haven’t left that space.  We immediately pivoted to teaching online, using new technology, and trying to also meet the social-emotional needs of our students, while taking care of our own families. Before we can move forward at all, I’d charge schools to create space for teachers, administrators, and staff to process everything we’ve been through. Bring in mental health professionals from outside the organization to guide these often difficult conversations. School leaders don’t need to have all the answers, but they can create space in team meetings to demonstrate deep listening and empathy. With the nationwide need for more social-emotional learning in schools for students, how might a social-emotional support program look for the adults in the building? No time is wasted when faculty and staff can pause and reflect on thoughts and feelings. Through the sharing of each others’ stories we can begin to see the commonality in our experiences and begin the process of healing and moving forward. 

 

Teachers and School Leaders Need Support

If you haven’t been paying attention, I have some troubling news. Teachers and administrators are leaving the profession in droves. Teacher burnout is worse than ever as evidenced by the teacher shortage that has been highlighted in the news. We need brave leaders and policy makers to advocate for our school systems that are quite literally under attack. We have officially come to a crossroads in which the passion for changing lives no longer balances out the poor policies and working conditions that are squeezing the joy and heart from a profession so near and dear to many. Many states and local school districts are still running schools in the same way that they have been for decades. We forge on advocating for fair teacher pay, reduced standardized-testing, fair and equitable access to education, and all other vitally important issues facing our field that deserve the forefront of our attention. While we work to advocate for these tough issues, we can still adjust our organizational practices and lead schools into a space of growth and innovation. 

 

Every Voice Matters

 Once we begin to process our past and current realities, it’s time to collaboratively build the future of our schools and districts and steer toward new possibilities. Take this crucial time to invite all stakeholders to the table to share their vision for the school or district moving forward. Organize your conversations with stakeholders around the following questions: 

  • What issues did the pandemic and our current social-political climate shine a light on in your district/school/organization? 
  • What new practices/lessons from teaching during the pandemic are we holding on to? 
  • What practices & policies are no longer serving us? 

It’s important that everyone has a voice in this process. This conversation can occur with the greater school community as whole, or it may happen at the department/team level. Streamlined communication and transparency in sharing the results of these conversations is a vital step in the process of moving forward towards change.

 

Real Change Takes Time

Once new opportunities and directions are revealed and identified through these discussions, it’s time to create actionable steps towards change. It’s helpful to bring in an outside organization to help facilitate the discussion and strategic planning so that school leaders can be fully present and part of these important conversations. Having a separate, unbiased set of ears to synthesize the discussions and support the steps forward is vital to the process. 

Change can make us uncomfortable at first. Showing up with honesty, openness, and good intention nurtures growth and makes way for new possibilities. As we learned in preschool from the story of the tortoise and the hare, slow and steady really does win the race. Any changes and decisions that are made must be approached through the lens of “why.” I’m always reminded by a colorful magnet on my classroom white board that, “Great things take time.” It’s so true – real, quality change, when done correctly, is slow, methodical, and purposeful. Be patient in the implementation stage of the process, remain open to feedback, and make adjustments accordingly.

 

Leadership at All Levels

Everyone has the ability to be a leader no matter what role they possess in the organization. The stakes are too high and the work is too great in education for administrators to call all the shots. To truly change the culture of a school and empower its community, the top down approach must be dismantled and a shared, collaborative approach to leadership must be embraced. Not all teachers and staff have formal leadership training, but by nurturing the skills of self-awareness, deep listening, empathy, curiosity, and decisiveness, a new and positive culture and climate can emerge. When we approach leadership as a shared practice, we can suddenly make time for the tasks, projects, and practices that are more impactful. All of a sudden, principals can be more visible, teachers can have meaningful collaboration, and all stakeholders can feel heard and involved. 

 

Moving Schools from Disruption to Innovation

After 12 impactful years of service in public and private schools as an educator and leader, I am answering the call to support schools in moving forward and achieving dynamic outcomes. I decided to leave my classroom position and team up with Thunderbird Leadership to support schools on their journey toward healing and innovation. The Disruption to Innovation in Schools program through Thunderbird puts relationships and teaming first. Founded in the principles of Caring Leadership, our programming builds a culture of self-awareness, deep listening skills, empathy, curiosity, and decisiveness in both administrators and staff. This is a time for districts to step back and refocus on the people and relationships that make learning happen. When we do, morale improves, teams are more efficient, and students have a more supportive environment to thrive. Thunderbird truly partners with schools to ignite teams and environments that excel through leadership coaching, teaming, community building, and various professional development topics to promote Caring Leadership in your school. Reach out by email (nbachofsky@thunderbirdleadership.com) to find out how we can help transform your school and join this movement!

Tip of the Month, December 2019 – Reflections II – TIPS from this year’s Summit

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on December 17, 2019

Jill began to highlight the events at this year’s Summit in her last post. I thought I’d format the second part of our Summit reflection as TIPS.  What did we learn, what can we take away?
I really appreciated the balance of evidence-based information as well as the exploration of personal renewal at this year’s Summit. Here are some highlights.

  • When dealing with multiple generations in the workplace, first and foremost, see your employees as individuals.

Dustin Fennell talked about managing multiple generations in the workplace and ultimately concluded that we are not that different after all.  He emphasized a wise, long-standing leadership practice: see your employees as individuals, learn about them – what excites them, motivates them and affirms them, and use that information to support and encourage them. His personal strategy is to:

  1. Value each employee’s perspectives, talents, experiences, ideas and uniqueness
  2. Make caring visible through your presence, your appreciation and your acknowledgement of their feelings
  3. Provide them with something to believe in – provide vision, purpose and their part in it
  4. Know what makes each employee tick
  5. Enable their success

I would also add that learning about general tendencies of different generations may help you understand why people approach things the way they do. When people behave contrary to our personal expectations and norms, it is easy to discount them as rude, uncaring, insensitive, unmotivated, unprofessional, etc.  When we understand different cultures, generations, DiSC styles, personality types, etc. we gain insights that can help us override our own personal preferences and assumptions.
So, absolutely yes, to learning about and valuing our employee’s unique needs, drives and perspectives as Dustin recommended…and when you get lost in your own assumptions, you might want to research how someone might see things another way.

  • Confidence and self-assurance are critical to success. How they present may be gender linked. There are strategies to strengthen one’s confidence and self-assurance.

Mara Windsor presented on issues of confidence and gender and brought compelling research that suggests that women may not be as confident as men because of differences in genetics. Check out The Confidence Code by Katty Kay and Claire Shipman. Whether confidence is genetically or socially influenced (or both!), there are things we can do to strengthen our sense of confidence.  Her suggestions include:

  1. Know that you are not alone – find safe places to share your concerns about confidence.
  2. Stop attributing your success to luck.
  3. Take credit for your accomplishments.
  4. Don’t get caught up in perfectionism (over-preparing, over-rehearsing)
  5. Take action, take risks, fail fast and keep going!
  • We choose how we respond to situations and people’s actions.

Another theme emerged numerous times during the Summit recognizing that we have the ability to manage our emotions and reactions to things…nothing “makes us” angry. We interpret input and choose how we respond.  This message came through in our “café conversations,” (brief small group opportunities exploring different themes about leadership) as well as in Noushin Bayat’s presentation about Leading from Within.
I trained as a therapist in a former career life and relate these concepts to cognitive-behavioral therapy. We receive input, interpret it (in a nanosecond) and then respond with feelings.  Several of the groups in our café conversations wandered into that arena.  Colleen Hallberg’s topic stands out as it stated it the most clearly, “It is only information.”  Wow!
Think about meetings where things feel uncomfortable.  Rather than getting lost in the emotion, what can we ask ourselves? What is happening here? What can I learn from this?  I can step back and assess the data I am receiving.  What is it telling me?  When we recognize that we have a choice in our interpretation and response, we are empowered to take control of our role in the situation.
At a previous Summit, Noushin quoted Rumi, “Out beyond ideas of wrongdoing and rightdoing there is a field. I’ll meet you there.”  Those words continue to resonate in her presentation – finding space outside of right or wrong, win or lose to breathe, reflect and reconnect with what and who is important. As leaders, finding this space and time is essential to our effectiveness.  Noushin’s gentle words belie a powerful way of being.

  • Use an Appreciative Leadership approach to respond effectively to complex work environments by identifying and building on what is working. 

Kathy Malloch provided a preview to her recent work with partner, Tim Porter-O’Grady, on their new approach to leadership.  (We are waiting for the book to come out.)    Some key learnings from Kathy’s presentation include five core strategies of Appreciative Leadership. Consider how you could shift your mindset to be a more appreciative leader and how these approaches could change your organizational culture and results.

  1. Inquiry rather than inquisition
  2. Illumination (strength finding rather than fault finding)
  3. Inclusion (intentional strategies rather than just an invitation to participate)
  4. Inspiration (envisioning a greater future)
  5. Integrity (setting personal boundaries)

Kathy asked a series of provocative questions that are beyond what we can list here.
We’ll continue to share what we learned in future posts.  There was enough to help us plan our 2020 topics!  So, count on us to revisit confidence, generations and appreciative leadership. We really appreciated all the inspiration we received from the day and are already looking forward to next year. Mark your calendars for Friday, November 13, 2020.
We also continue to appreciate the generosity of our participants who contributed over $2,500 in our Silent Auction. Proceeds will be split between the National Alliance to End Homelessness (https://endhomelessness.org) selected by the Summit planning team and the Yarnell Regional Community Center (https://yarnellcommunitycenter.org) selected by a drawing of organizations recommended by our participants.
And finally, I want to recognize the work of Carla Rotering and Kevin Monaco who provided an amazing time of meditation and reflection.  Kevin shared his music with us (https://kevinmonacomusic.com), and I want to conclude our reflections and the year with words from a magnificent poem Carla shared with us during the meditation.  At this time of year, may we all celebrate, reflect and appreciate our own gifts and the gifts of those around us.
From WINTER TREE
For my mother Rosemary
November 14, 1930 – November 14, 1965
Aruba, August 2002.
Carla J. Rotering, MD ©
Is there any way I’ll have enough time or enough courage or enough whatever I need enough of
To take the grace of the ordinary and recognize holiness?
To just come into agreement….
And allow one breath,
One single diastole
To solemnly be splendid?
To magnify the simplicity of my heart that moves and shifts everything into the world of sanctity?
If there is, I’m ready for it.
I’m ready to bring forth my heart, in its small, red roundness
To be pierced with utmost tenderness
And there stand open and revealed
Without the shield of my terrible fears to frighten away the gods.
To stand in the light of who I am
And to sit in the power of my own Presence
For one single moment
Even if everyone….or no one….ever notices.

Tip of the Month, August 2019 – Take it Apart to Rebuild Something Better: Tips for Deconstruction

Jill Bachman, MSN on August 7, 2019

This year’s Summit theme, Reconstructing Leadership: Owning Our Power, really appeals to me. I enjoy the challenge of putting things together, solving puzzles and making sense of the world. As I read through the description, beginning with deconstruction, I find myself wondering why the organizers used the term deconstruction instead of destruction. So I dug a little deeper.
Destruction has no hope associated with it, other than the hope of a clean slate. Consider the purchase of a run-down property for the value of its location instead of the old house sitting on it. You could scrape the parcel for some future use, and it could be positive or negative for you. In the Summit’s context, deconstruction has a purposeful, forward-thinking and positive intent associated with it. It is the intentional dissection of elements from the past, to challenge beliefs that no longer work for us and to see what has been good and useful and must be brought forward. . .
In the deconstruction part of the Summit we will look at beliefs we have held to be true in the past and courageously question them. We will challenge ideas we have held on to or clung to or fiercely protected by boldly testing them against our own integrity. We will seek to accept the wisdom of prior ages, and not throw out the baby with the bathwater.
In the following scenarios, let’s see how we can use deconstruction to help arrive at a place of growth instead of accepting the status quo.
Scenario 1:
In this example, let’s apply the tool of ‘the five whys’. Use ‘why’ questions until an answer appears. . . and remember, the number may not always be five.
I am not going to apply for that job because I’m not really manager material.
Why do you think you are not manager material?
I don’t like supervising and disciplining people.
Why don’t you like that?
I can’t give feedback effectively.
Why can’t you give feedback effectively?
I get nervous when someone starts to cry or worse yet, when they start to challenge me.
Why do those situations make you nervous?
I don’t know how to respond. 
Why don’t you know how to respond?
I guess I’ve never planned for how to handle those situations. . . maybe I could figure out responses in advance, just in case.
Aha! Actionable development idea.
Scenario 2:
In this scenario, we will use some ideas from the Johari Window. The Johari Window helps to organize personal characteristics into four quadrants; the open window (information known to everyone), the blind spot (known to others, not oneself), the hidden area (known to oneself but not others), and the dark (information known to no one). Using the Johari Window positively seeks to increase the amount of information in the open window, more known to oneself and others. This can apply in many situations, especially when you are trying to increase openness and transparency.
My staff aren’t responding to me because they need a leader who is charismatic and visionary, like my colleague Mark. I’m not that guy.
Here are some possible responses you could make:

  • So you hold the belief that an effective leader is charismatic and visionary. Just how true is that? (Hidden area)
  • Is it possible that you are using that idea to avoid dealing with ‘real’ manager issues you may have? (Dark spot)
  • What leadership skills do you think you have? (Open window)
  • What do others say about your leadership skills? Are they the same as your list, or different? (Blind spot)
  • What have you done to get a response that you wanted? (Open window and blind spot)
  • What does a coach, your manager, or a trusted colleague, like Mark, tell you about the effectiveness of your approach? (Blind spot)
  • What can you learn here? Are there things you can stop doing, and things to start doing?

Scenario 3:
In this situation, we apply the ideas from the Summit deconstruction description – courageously questioning beliefs, challenging ideas, holding on to elements of wisdom from the past.
There’s so much happening in my civic club right now. It is not the right time for me to step up as a leader amidst all the chaos.

  • Do you believe there needs to be a ‘right time’? Is there ever a right time? (Challenging a belief)
  • Are you committed to the organization, really committed? (This takes courage to ask yourself, and to face if you discover that you are not fully committed.)
  • Would you rather be a member of the organization during this trying time, or a leader trying to help the organization get stable? (This question is designed to seek a match with your integrity.)
  • Chaos may be your view of things. . . how do others see this? Perhaps this could be a ‘shake up and growth’ opportunity? (Another challenge to one way of looking at things.)
  • What can you bring as a leader to this situation? What help would you need? (Using wisdom from prior leadership experiences.)

Stepping into a leadership role of any nature can be daunting for all of us at one time or another. Automatically saying ‘no’ to an invitation can be very limiting. . . We miss the possibility of really making a difference in something we care about. We miss the potential of growth and the development of skills we never knew we could master, learning things that worked, and things that didn’t. We miss opportunities to use our talents. Saying ‘yes’ may have a price, but it is almost always worth it if the ‘yes’ is a thoughtful and considered one.
We hope you will say YES to joining us at this year’s Summit, a day where we explore how we deconstruct the messages that limit us and embrace new ways of being and doing, reconstructing leadership. We look forward to meeting you on November 15 in Phoenix!
Click here to register for this year’s Summit.
References:
Five Whys. https://leansixsigmabelgium.com/blog/5-whys-lean-root-cause-analysis/ Accessed via web on 7/27/19.
Johari Window. https://www.storyboardthat.com/articles/b/johari-window Accessed via web on 7/27/19.

Summer Professional Beach Read II – The Art of Gathering

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on July 4, 2019

What could be better for a Summer Professional Beach Read than The Art of Gathering: How We Meet and Why it Matters by Priya Parker?[1]  I was, in fact, on my way to the beach with my children, grandchildren and several other family and friends. We had carefully planned the type of house we needed to meet the needs of families and generations.  We assigned sleeping quarters based on waking and sleeping schedules as well as family needs. We had a spreadsheet for food, menu planning and activities. Plane tickets were purchased, vehicles and drivers allocated, luggage packed. I had even indicated that we needed to discuss expectations of each other to make the week a success, although that conversation slipped away from us in the hustle and bustle of getting ready. We had it all planned!
And then I began reading The Art of Gathering in which Priya Parker dissects what is really necessary for meaningful assemblies of all kinds, whether family, friends, colleagues, conferences or in fact total strangers.  She cautions us to rethink how we approach coming together and avoid getting so bogged down in the logistics that we forget to shape our gatherings around the people. And she counsels us to be clear on the purpose of our gatherings – that every time we plan to meet, we should know why and structure the meeting to address that purpose.
So, while madly dashing down the road to the beach[2], I told the people in my vehicle that we should have a clear purpose for coming together. (Note that this was the 11th time we had done this trip.)  Why were we coming together? What was our purpose? Did the structure of our time together, including the location and logistics, address the purpose?  Was it the best way to do this?
When we skip this step, we often let old or faulty assumptions about why we gather dictate the form of our gatherings. We end up gathering in ways that don’t serve us, or not connecting when we ought to.[3]
Parker cautions us not to confuse a category for a purpose…e.g. a category is a family vacation or a beach trip, or a staff meeting.  A purpose requires us to dig deeper – why are we going on vacation as a family? Why are we having this staff meeting?
Once we have identified our purpose, Parker has suggestions for how the event should unfold, from planning logistics (yes there is a place for that), invitations – the who, the how and the when, welcoming and setting the stage, hosting for purpose and closing the event.
I have been a facilitator for many years and some of her suggestions are strategies that I have implemented intuitively.  But Parker has provided a precise framework and rationale for how to create and manage the environment to accomplish our purpose.  She has made the implicit and intuitive explicit, to allow us to create meaning without missing necessary steps for success.
One of the most profound sections for me was chapter three entitled, “Don’t be a Chill Host.” Parker wants to empower us to host with “generous authority.”
In gatherings, once your guests have chosen to come into your kingdom, they want to be governed—gently, respectfully, and well.[4] 
The role of the host with generous authority begins by being clear on the purpose. It continues by:

  • Inviting those who should be there to meet the purpose of the gathering rather than for political ends or to avoid someone getting angry. As a host, it is my responsibility to manage the invitation list.
  • Sending an invitation that helps participants understand the purpose and expectations so they can choose wisely whether to attend.
  • Creating a powerful welcome that states the purpose clearly from the start. Parker emphasizes that our first few minutes together should not be given over to logistics or a word from our sponsors.
  • Developing a structure that meets the purpose – and adhering to it. This can be both about place, set-up and agenda.
  • Orchestrating closure so that it is both clear and compelling.

Parker provides wonderful examples of all the chronological steps in the process for both personal and professional gatherings from intimate dinner parties to international economic forums and gatherings of over a thousand strangers!
So here are my plans for our next beach trip. Wait! We may have to ask if a beach trip is the best way to do this – avoiding getting stuck in old rituals. So here are my plans for our next gathering.

  • We all need to be clear about our purpose, why are we getting together? We want to sustain and deepen our relationships as a family…and we want to relax.
  • I will have some welcoming activity the first night that gets us started in family-gathering mode. After a fun starting activity, we might want to co-create ground rules that our just for this trip.
  • I will take ownership of the host role – yes, I am the host – I will include some structured activities to allow people to connect across the extended family. This year, others put together a plan to share responsibility for menu planning and cooking.  It was a great idea! I want to try something like having people draw cards of people they have to do activities with during the week – a game, a walk, bowling. I’d also like to move people around at dinner time – table tents – so people talk with each other.
  • Discuss in person our expectations about the week and what we need from each other. I tried this through email – it was a major fail!!! (We all know the dangers of email – and yes, my communication was misunderstood.)
  • I will create official and sacrosanct check-in times to be sure everyone knows what is being planned. This will be one time during the day when all adults and interested children talk about what is working, clarify any misunderstandings, and talk about plans and needs for the next day.
  • We need to have a structured farewell before the wild and crazy clean-up morning. We need to close the week with a sense of appreciation for each other and for this important space in our lives.

Imagine what you could do for your next office retreat.  How could rethinking how you gather change your dreary staff meetings? What steps can you take to add meaning to your meetings? It has to be more than donuts!
Right now, I am working with our Thirteenth Annual Leadership Summit[5] Planning Team.  We describe it as “…not the usual offering of leadership skills and tools. We are devoted to expanding a deeper sense of self-honoring qualities that enhance our leadership.” 
Are we clear on our purpose?  Does it pique your interest? Do you expect to experience something different from lectures and panel discussions?
I can’t wait to apply Parker’s principles with the team to see how this year’s Summit can be even better than the twelve before.
__________________________
[1] Parker, P. (2018) The Art of Gathering: How We Meet and Why it Matters. Riverhead Books: New York.
[2] Please note that we were madly dashing within legal speed limits – it just felt frenzied.
[3] Parker, Priya. The Art of Gathering: How We Meet and Why It Matters (pp. 1-2). Penguin Publishing Group. Kindle Edition.
[4] Parker, Priya. The Art of Gathering: How We Meet and Why It Matters (p. 74). Penguin Publishing Group. Kindle Edition.
[5] Thunderbird Leadership Summit, November 15, 2019 from 8:30 – 4:30 at Phoenix Art Museum.    Registration information will follow in our next blog post! For more information about participating contact info@thunderbirdleadership.com.

Tip of the Month, June 2019 – Tips on Passing the Torch

Rory Gilbert, M.Ed., SPHR, SHRM-SCP on June 4, 2019

In this month’s blog (click here), Jill discussed how we pass on information, knowledge and wisdom when we are leaving a position and/or a role.  She also discussed commitment to one’s profession, where passing the torch is also about advancing one’s profession to new members of one’s discipline.
In Tips, this month, we will explore strategies to pass the torch across generations, to new members of our field of study and in succession planning.
The most important tip in this article is to be clear about your values and your way of being.  If your goal is to win at all costs, this column is probably not for you.  If you have a desire to improve yourself, develop others, advance your profession and contribute to bettering your organization and its outcomes, then be courageous; share what you know and be open to learn from others.
In The Career Handoff[1], Steinbinder and Ganann (our very own Thunderbird people!) identify six strategies to pass on information.  All of these strategies are relevant throughout your career life cycle.  Thank you to Steinbinder, Ganann, Malloch and Porter-O’Grady for providing the framework for our tips this month.
I: Mentoring is mentioned throughout the book.  It is usually perceived as a more experienced professional/leader imparting knowledge, wisdom and opportunity to a newer/lower ranked individual in the organization.  Mentoring has always been done informally where mentor and mentee self-select and develop a supportive relationship.
One of the challenges with self-selection is that it tends to exclude people of difference from mentorship.  Senior male leaders may be afraid to mentor incoming women for fear that they would look predatory.  People of different race/ethnicities may not self-select or be selected because of cultural barriers or discomfort.  This can result in inequities in advancement for people of difference.  So more formal mentoring programs have been designed to facilitate inclusive growth opportunities.
Effective formal mentoring programs provide clear expectations and role definition for the mentoring relationship and also recognize that both mentor and mentee benefit.  The official mentor offers institutional knowledge, professional wisdom and development opportunities to the mentee.  In a healthy relationship, the mentee also offers important knowledge and wisdom – perspectives from areas of difference (generation, gender, race/ethnicity, technology knowledge, etc.) to expand the mentor’s world view.  This notion of cross-mentoring honors what each member of the relationship contributes and enriches the outcomes for the individuals, the organization and the profession.
Mentoring can still be informal and can start from anywhere.  A college student can mentor high school students interested in the same career path.  A senior in college can mentor freshmen.  A new professional can mentor those in training.  As you can see, passing the torch can start very early.
What do you share?  The Career Handoff differentiates information, knowledge, wisdom and insights. Information is the data, content, how-to’s; knowledge includes application and context; wisdom describes the why’s of application, and insights are those amazing “aha!” moments we celebrate.  In a mentoring relationship there may be times when information and knowledge are shared, but the power of mentoring comes from wisdom sharing and moments of insight (for both the mentor and the mentee).  This often happens through the second handoff strategy, storytelling.
II: Storytelling is a way of transferring knowledge at a deeper level, including context, emotion and humility in the delivery. It humanizes the storyteller and allows for empathy, access and connection even across differences in role, status or personal identity.  Through empathy, we build bonds of understanding that strengthen the learning experience.  We remember stories, we remember the lessons and we care about the story teller.
It is a powerful way to share difficult and uncomfortable lessons, to learn more about individual perspectives as well as organizational culture. It is a way to keep organizational history alive without stifling growth and change.
III: Powerful Questions can be used in both formal mentoring sessions and informal “mentoring moments.”  Rather than “telling” others what to think or what to do, the mentor, the wise or experienced person, invites the other person to teach themselves through open-ended exploratory questions.  Tell me how you came to this conclusion? What was your thought process?  What would happen if? In your mentor role, ask from a position of curiosity, not with a single answer in mind.  (Don’t lead the witness.) You may be surprised and learn something new from your mentee about a different approach to the issue.
IV: Career Planning is another aspect of passing the torch.  What does an individual need to know or do to advance and/or grow in their career? What opportunities are available to them? Once again formal or informal mentoring plays a significant role.  Remember that the old way of advancing may no longer apply.  Generationally, we have different expectations for how we advance.  Boomers believe in “paying one’s dues,” whereas subsequent generations believe in earning one’s place based on abilities and knowledge, not time in the trenches.
One of the most powerful aspects of career planning is helping an individual see possibilities they did not even consider.  Recently a senior administrator I work with was describing a conversation with a newer member of his profession.  He asked her if she had considered applying for an open first-level management position. She responded that she had not because she is not a leader-type.  He pointed out to her that she was indeed a leader-type as he observed the way her colleagues sought out her opinions and advice.  In that 90 second conversation, there was a mentor-moment (a possible “aha!” as well) and a chance for the newer professional to rethink her career trajectory.
V: Collaboration is a practical application of sharing knowledge and wisdom across generations, life experience and expertise.  In successful collaborations, all participants contribute to a successful outcome from their areas of strength in an environment of mutual respect.  If you are the wise elder of the group, be careful not to impose your opinions early on.  Allow your collaborative team to find its voice and direction. Observe their way of problem solving.  Insert your wisdom and perspective in a way that adds strength and context to the team.
VI: Recognitions and Celebrations are ways to honor contributions while ensuring that the torch is passed. Storytelling as a strategy in recognition and celebration offers context, history and emphasizes organizational and professional values.
We always have the opportunity to “pass the torch,” to share what we know and understand with others no matter where we are in our career.  It requires us to be generous with our knowledge rather than fearful that what we share will be used against us or to best us.  Consider “passing the torch” as a way of being and a way of thinking and as Brene Brown might describe it, a whole-hearted practice.
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[1] Malloch, K. And Porter O’Grady, T (eds). (2016). The career handoff: a healthcare leader’s guide to knowledge and wisdom transfer across generations. Sigma Theta Tau International.