Understanding your own set of personal values can be a powerful tool. Increased self-awareness and knowledge of what is most important to you can help to identify how you act, what motivations drive you and better understand why you react to particular events or situations more than others.

What are personal values?
Wordnetweb defines values as beliefs of a person or social group in which they have an emotional investment (either for or against something). Values exert major influence on the behavior of an individual and serve as broad guidelines in all situations (BusinessDictionary.com).
Values can and do change over time depending on environment, parental influence, teachers/schooling, friendship groups, specific situations and many other contributing factors. Importantly, values can be shaped through both negative and positive experiences. An individual may hold a core value based on something that has happened in the past that they regret, have unhappy memories about or the same value can be important to an individual because of positive stimuli.

An example I use regularly in training is the 9 year old boy (let’s call him Jack) playing football with his Father. Now, Jack may describe respect or trust as core values in later life. Either of these values and many others could be shaped by Jack’s experiences growing up. In the football example Jack may be criticised, chastised and ridiculed by his Father as they practice, almost certainly influencing Jack’s enthusiasm, self-belief and other personal attributes.

In contrast, Jack may have experienced a supporting, encouraging and rewarding environment as he and his Father practiced football. In either case, the values of trust and respect may be important to Jack as he continues to mature and develop, however the original triggers and influences that provide the platform for these beliefs and values derived from completely different experiences.

Since becoming more aware of what values are and the place they hold in my life I have discovered a stronger sense of comfort that was missing previously. Let me provide a personal example that I often use regarding the impact of values and the benefit of a deeper understanding on how they can influence an individual.

In the past I would sometimes be driving home at the end of a day feeling frustrated, angry, disappointed or some other negative emotional response. I would often dwell on these emotions and the events that triggered my responses. A short time later, due to the build-up of my emotions, I would start to become angrier and more frustrated reflecting my lack of ability to understand myself and why I couldn’t let the moment pass. In a sense I was getting annoyed about being annoyed in the first place. Sometimes this inability to simply ‘let it go’ became a bigger issue for me than the events that triggered my response in the first place.

Since gaining a better understanding of personal values and my own responses I began to recognise that in the vast majority of cases when I was most frustrated or disappointed it was due to one or more of my core values being breached. Understanding my responses and the reasons why has provided a more solid platform for me to move through those moments more readily. I am not saying that I don’t have negative responses or reactions – simply that I understand my responses better and as a result, can more effectively manage my own emotions relative to the situation.

Values are deeply held convictions which guide behaviors and decisions. When honoring values a person feels right, in-tune with and true to themselves. Stress often results from being out of alignment with values. Examples of personal values might include integrity, generosity, diligence, persistence, and humor. There are hundreds of words in the English language describing personal values, though each individual might hold dear to a handful. Values are deeply held beliefs that guide our behaviors and decisions. They reside deeply within the subconscious and are tightly integrated into the fabric of everyday living. We make decisions and choose behaviors, friends, employment, and entertainment based, in large part, on our values. (1)

To provide greater insight and understanding through coaching and in order to develop a deeper knowledge regarding personal values, I have conducted an assessment of personal values amongst almost forty team member’s, leaders, clients and acquaintances since 2009. The tool I use is the Real Deal Values cards created by the external company, Peak Learning. This tool consists of eighty cards with a value-based word or phrase printed on each.

Identifying and Working With Pre-Existing Talents of Employess.

The process is a facilitated discussion that provides an opportunity for each participant to sort through the cards numerous times, gradually removing those values that are less of a priority, eventually identifying the essential and core values.

The process includes several stages and seeks to create greater awareness for each participant regarding their own value set. This can assist in identifying why an individual reacts more strongly to certain decisions, situations and environments through an improved level of self-awareness.
The values are aligned to one of four groups:

  • Relational – requiring at least one other person to be valid.
  • Intrinsic – those values driven from within i.e. not requiring a significant external stimuli
  • Extrinsic – values deriving from external sources/inputs i.e. requiring an external stimulus
  • Achievement – aspirational or outcome based values.

In many cases, these values had never been consciously articulated or verbalised by the participant. Bringing these thoughts and ideas to the surface allows for greater opportunity to manage situations and emotions based on higher self-acceptance and self-reliance.
The discussions regarding why each value card has been kept or rejected provides insight into what motivates an individual, adds value to the session depth and ultimately the participants growth and development. We then discuss why the participant has selected these particular values, investigating why these are most important to them. There are no right or wrong responses – the values that an individual holds close are for their reasons alone. The discussions seek to delve into what the values are and why they are defined as a higher priority for the participant.
It is relevant to note that by discarding the initial cards, the participant is not stating they are unimportant values, simply that they are less important than those remaining. The process focuses on prioritisation, self-awareness and depth of thought.
Although due to the number of participants to date and relative scale, conclusive results cannot be drawn, there are key observations that should be of interest to us all:

  • Trust made it into twenty-three of the participant’s top 10 core values and thirty-one (79%) of the top fifteen values for all participant’s.
  • The following Relational-based values were also prominent, listed within the sample groups top fifteen values, as reflected in the percentages provided:
    • Honesty (71%)
    • Respect (68%)
    • Loyalty (44%)
  • Good Leadership (39%) was the predominant Extrinsic value listed
  • The Achievement based values highlighted Being Challenged (39%)
  • Relational Values made up 47% of the total
  • Intrinsic Values made up 32% of the total.

Of the Intrinsic values the most prominently listed were:

  • Learning/Growth (70%)
  • Enthusiasm/Passion (59%)
  • Making a Difference (54%)
  • Health/Strength (46%)

So, what does this all mean? Simply stated, personal values matter!

This research clearly shows that trust is a key value that is prominent for many (or at least the candidates I have worked with!). This value is reinforced by Jim Kouzes and Barry Posner. In a 2009 international study, the majority of people said that they trust a stranger more than they trust their boss. Think about what this finding means if you’re a manager. It means that there’s a good chance that the people you lead are less likely to trust you than to trust someone they simply walked by on the way to work. Think about what this means to your credibility. Credibility is the foundation of leadership…and trustworthiness is an essential component of credibility…Think about what it means to the organization’s performance. High trust organizations have been shown to outperform low-trust organisations by 286 percent in total return to shareholders (2).

However, trust is not the only relevant value here. As detailed above, there are many consistent patterns and trends in personal values stemming from the results. If we can assume that this sample is reflective of the broader population then there is much we can take from the findings.
Interestingly, when considering the group trends, Relational and Intrinsic-based values made up over three-quarters of the values selected. Admittedly, this could be a reflection of the people I know, industries that participant’s work within or other contributing variables, although it is a compelling trend. Another alternative is that this sample could well reflect the values and related wants and needs of more than just the participant’s involved, in fact possibly those of people you work with today. Maybe some of the people are even in your own teams.

There are two key points worth reflecting on:

1. If you do not understand what each of your team member’s core values are, you could be potentially missing the ultimate success of growing and developing your team to be the best they can be. This could be impacting the business bottom line, morale, relationships and other key elements.

2. If we can assume that this sample is reflective of the broader population then we should ask ourselves as leaders: how well do we meet the needs of our team members to provide both the environment and opportunity to excel every day?

Values are not the only component of effective leadership, understanding an individual and team building. However, they are a core element and if overlooked are likely to lead to a series of assumptions about what drives and motivates, potentially leading to a missed connection with your people. Is this something that you can afford to ignore?

 

(1) Personal Values and Core Beliefs
(2) The Truth About Leadership: 2010, Jim Kouzes and Barry Posner

To be able to effectively influence others is a key leadership skill. However, like many skills, particularly those involving the art of working with people, influencing can be a challenge.CoachStation

Situations, relationships, cultures and other variables impact your ability to influence. You do not have control over every one of these variables – but you do have control over developing a deeper set of skills in influencing others. Improve yourself through self-development and learn to influence others more effectively in practice.

  • Be aware of your own body language and that of others. The ability to ‘read’ others through what is unsaid can be a powerful input into influencing.
  • Take into account the other person’s perspective. The ultimate empathy position can be found when you step into the other person’s shoes – standing where they stand, seeing what they see and hearing what they hear. Understanding other people’s perspectives and points of view helps you to gain the support of them and reach mutually desirable outcomes.
  • Trust: being trusted and trusting others is a great base to work from. Those who influence most recognise the need for trust and understand the nuances that enable trust to be built. In a real relationship trust cannot be faked.
  • Communication: the ability to make your point clearly and listen effectively is understood by most but practiced by few. Depending on the situation and audience different skills need to be drawn upon, however deep and effective communication skills are essential in leadership.
  • Have a plan: know what you want to achieve and what the other person or group is seeking from the relationship. Influencing has a relationship to those techniques commonly found in service and sales techniques – learn them!
  • Negotiating: seek understanding of other people’s feelings and show a genuine interest in other people’s needs. Be prepared to give something up and know what you are not prepared to flex. Compromise but remain steadfast to what matters most in the situation.

Although not a definitive list, developing strength in these skills will assist you to influence others. Through greater awareness and practice you will also be exposed to the power of influence through your own experiences.

I attended last years IQPC Customer Experience Management Conference in Sydney and thoroughly enjoyed the content. I learned a lot.

There were many great speakers. Many of them focused on the what – meaning that I learned about tools, measurements, successes through data collection and customer platforms, amongst other aspects. I was invited to this year’s conference, including the opportunity to be a guest speaker during the opening day. I wanted to set a challenge to myself and the attendees with a pitch more aligned to the ‘how’:

• How do we achieve improved customer service results?
• How do we establish the right culture to balance employee, customer and business needs?
• How do we use the extensive quantities of data available to real advantage?
• How do we create employee engagement, empowerment and buy-in that means our customers feel the benefit?
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My presentation was titled ‘Customer Experience Management from the Inside-Out‘ The core theme implies that if we want to genuinely positively impact customer experience and service standards, we must build a culture and understanding that the customer matters with all employees. We should view Customer Experience as a culture, not a tool. I imagine everyone in the room knew this. I also believe that most of the attendees, all specialists in their fields, actively focus on internal culture, employee engagement and the relationship to customer service and experience to some degree. Many of them may even measure this.
Ledaership, Employee Engagement and Customer Experience - How Do They See You?
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However, building a culture that is actively and meaningfully engaging both internal customers (your employees) and external customers is more easily said than done. I do not pretend to have all the answers and I recognise that inputs into Customer Experience Management (CEM) are many and varied. What I will say though is that in my experience there is a gap between intent and behaviour when it comes to leadership, development, employee engagement, empowerment and related beliefs and activities in many organisations. According to a report created by the Genesys group titled the Cost of Poor Customer Service, 73% of consumers end a relationship due to poor service. The report highlights various trends and many areas to focus on, along with details regarding statistics and verbatim comments related to CEM. At face value it should be easy to improve upon aspects such as these.
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Accessing more data or modernising software and systems can assist issues such as those highlighted, however it is only part of the story. I have made the mistake previously on trying to improve CEM through the front-line employees – those who have direct contact with our customers. Whereas it is possible to see success at individual employee level, the messages and learning must be reinforced by leaders and through what they were being measured on. I have learned that a bottom-up approach for providing great customer service only takes you so far.

Source: Great Leaders Double Profits and Customer Satisfaction

Different departments are often siloed and have different leaders with varying skills and agendas along with competing objectives, metrics and motivations. In many organisations, departments do not work together naturally as a team to best serve the customer, yet such teamwork is essential to collaboratively deliver consistent customer experience. The 2011 Customer Experience Impact (CEI) Report explores the relationship between consumers and brands. Based on a survey commissioned by RightNow and conducted by Harris Interactive, the report reveals:

• 86 percent will pay more for a better customer experience.

• 89 percent of consumers began doing business with a competitor following a poor customer experience.

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None of this would be a big surprise to many of you, I am sure. But, they are good reasons for us as business leaders to focus on improving our customer experience.

A genuinely effective customer experience approach requires a top-down strategy based on broad and extensive cultural change.

The CE IQ study found that the most successful companies are those who have senior leadership not only buying into but actively driving a customer centric culture and related set of actions. Intuitively this all makes sense. So, where are the gaps.
Part of the answer can be found through two questions, which when responded to provide insight for any business:
  • What makes a memorable experience that causes consumers to stick with a brand?
  • How do we make our customers feel?
Effective leadership and employee engagement are critical factors in providing a culture where people want to work…and to provide more of what our customers want. Foundation values such as empowerment and employee satisfaction cannot be given to an individual or employee-base, but creating an environment that has a higher propensity towards meeting these needs is possible.
Customers can tell within minutes—even seconds—whether they are dealing with an engaged and committed employee or a dissatisfied employee, which can greatly affect their willingness to engage in business, and ultimately impact a company’s profitability. Studies have shown that, great leaders are able to keep their highest performing employees and have four times the number of highly committed employees, which affects productivity.
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The lesson for any manager is clear: If you want to increase profits and have more satisfied customers, develop your teams, develop your own skills and concentrate on becoming a more effective leader.

IQPC: Customer Experience Conference and Leadership

This week I attended the IQPC Customer Experience Management Conference in Sydney. I was fortunate enough to be invited to be a guest speaker during the Focus Day on Monday and many other speakers have shared their thoughts and presentations over the three days.

Although the conference theme was based around Customer Experience, there have been many great quotes and comments regarding leadership, business and culture that are worth sharing. This blog highlights a few of the key points that I felt were most relevant and resonated with my own values and passions.
Thank you to all the speakers for sharing!

  • How are you choosing to challenge what has been done previously? Don’t accept the reasonable reasons from the past.
  • Our employees want to know their leaders and what they care about.

Gordon Ballantyne, Telstra
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  • Leadership cannot be outsourced to HR.
  • Be disciplined: celebrate short-term but don’t forget your ultimate goal.

Dirk Hofman, Nokia
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  • The empowered customer is now in control of the business relationship.
  • 90% of effort is used collecting and collating data and 10% actually using it – it should be the other way around.

Peter Harris, Vision Critical
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  • Question the initial question to truly understand the business problem.
  • Team composition is most important. A lack of a balanced mix is one of the core reasons projects fail.

Mark Nealy, ThoughtWorks
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  • Most organisations and leaders only spend around 20% of their time adding value to the customer.
  • The fundamental mission of business should not be about profit, but rather value creation.

Dr Shayne Silcox, Melville Council
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  • Businesses have to deliver good service to earn the right to sell to customers.

Andrew Pearce, National Australia Bank

CoachStation: Leadership & Customer Experience

This week I am attending the IQPC Customer Experience Management Conference in Sydney. I was fortunate enough to be invited to be a guest speaker during the Focus Day on Monday and presented on the subject of ‘Building Customer Experience Frameworks From The Inside Out’.
The comments and quotes highlight some of my key themes and concepts that I feel are most important when developing a Customer Experience philosophy and strategy:

  1. Unless your business sees Customer Experience as a culture, not a tool, then your customers will feel the pain of what is not being provided by your customer-facing employees.
  2. Leaders should create a culture of employee engagement, empowerment and buy-in that ensures your customers benefit. When we get our leadership mantra right…our employees care about their roles and our customers ‘feel’ the difference.
  3. The so-called soft-skills that differentiate management from leadership are most commonly the key to driving the change in our employees that we are looking for. Leadership is not a tick-the-box exercise. Effective leadership, relationship-building, coaching, connecting, understanding employee motivations, empowerment are all possible – but they take considerable strategy, effort and application.
  4. Foundation values such as empowerment and employee satisfaction cannot be given to an individual but creating an environment that has a higher likelihood towards meeting these needs is possible.
  5. Assumptions are regularly made regarding leaders capability to enact change and employees willingness to make it stick. It is a mistake to assume that employees can and will automatically apply change just because they are asked to.
  6. Businesses exist primarily to provide a product or service that ultimately maximises profit. We, as leaders and business owners have an obligation to our employees greater than simply using them as tools to increase profit.
  7. Employee engagement, buy-in, effective leadership and an ability to coach can be the difference between a transactional, short-term outcome and real, sustained transformational change.
  8. There is a gap between intent and behaviour when it comes to leadership, development, employee engagement, empowerment and related activities in many organisations.
  9. In my experience too often a business runs a workshop, sends an employee to a training session or takes some other well-intentioned step to rectify a perceived or real gap. In itself, attendance at a session such as this will make little difference in behaviour or output for most people. People generally do not have the ability to interpret all of this information and make meaningful change. An employee may also not be working in a culture that reinforces or drives change as a result of this ‘new knowledge’. Post-training follow up and reinforcement through coaching are key.
  10. A bottom-up approach for providing a great customer experience only takes you so far. A genuinely effective customer experience approach requires a top-down strategy based on broad and extensive cultural change.
  11. Leaders often focus on the tangible process, systems and technology aspects of business. The challenge is to ensure we provide more than a cursory input into our employees and the link between engagement and customer service.

…and the presentation was sealed by elements from Ken Blanchard’s recent blog, worth repeating:
It all starts with the leaders of the organization creating a motivating environment for their people to work in. When that happens, it’s no surprise when the workers go out of their way to serve their customers…and the good word gets around. The organization’s best salespeople are the customers they’re already serving. The end result of all of this good news is that the organization becomes sound financially.
So often we think business is all about making money and that customers are the most important thing. But if you don’t treat your employees well and give them a reason to come to work, they aren’t going to be motivated to give excellent service to your customers, and customers who aren’t treated well have lots of other places they can go.
Think of your organization as a stagecoach. Upper management might be the drivers of the stagecoach, but your people are the horses—the ones who create the forward movement. If the leaders get knocked out of the stagecoach, it keeps moving. But if something happens to the horses, everything comes to a screeching halt. So serve and help each other, and then reach out to your customers with the enthusiasm and desire and fabulous service that will make them raving fans…

Don’t forget that without your people, you’re nothing.

Richard Branson in South Africa, 2004 - Leadership, Coaching and EmpowermentRichard Branson recently stated that coaching senior managers can be difficult for various reasons, not the least of which is the difficulty in finding an uninterrupted period of time to conduct and review.
In Part 1 I noted the first three guidelines Richard Branson highlighted in a recent article in the Business Review Weekly magazine titled, 7 Rules For Managers, focusing on effective leadership, coaching and empowering leaders.This post concludes the guidelines, consisting of the final four points.

Who’s In Charge? It’s Up To You?
A good manager provides clear roles for members of his team, which enables everyone to get on with the job of running the business. Once you’ve made these choices, do not micromanage. If you make a habit of diving in and changing a major project’s direction or otherwise intervening, your employees will learn to be dependent on you, and they will not reach their full potential.

CoachStation Thoughts:

Setting key objectives for yourself, your team and business is important to ensure a focus on the aims and strategy is maintained. Providing context and standards allows your team member to understand where they fit in and ensure they work within the ‘rules’ and expectations. However, flexing between providing enough context and suitable parameters without constricting performance and innovation is a balance that must be established. Responsibility, accountability and empowerment are only ‘buzz-words’ when they are not applied or unfamiliar – there is power in their application. I wrote more about expectations in an earlier post: Expectation Setting – Who Cares?

Champion Your Employees’ Ideas
When your team makes a judgment call, you need to follow through with conviction. If you cast doubt and let their project languish, your team will not have the impetus or confidence to take the next steps. If you insist on making every big decision yourself, you will create a terrible log jam. Do not fall into the trap of asking for further reports in order to justify moving forward. It is always better to act; it is debilitating to dither.

CoachStation Thoughts:

Employ the right people, support and develop them and give them the freedom to make their own mistakes and revel in successes.

Learn From Your Mistakes and Move On
It is impossible to get every decision right. When things go wrong, review with your team what happened and learn from it together. But don’t linger – dust yourself off and tackle the next challenge.
It is important not to keep tinkering with a project in hopes of delaying its end. At Virgin, we have not always got this right – for instance, we hung onto our Megastores longer than we should have.

CoachStation Thoughts:

We all make decisions every day – none of us get it right all the time. Holding people accountable is key to development and building trust. Looking for or portraying perfectionism, for example, has little benefit, however the ability to provide and receive feedback reflects well on you as a leader and the rapport you have with your team. Learn from mistakes because they are not insurmountable – ignore them and they will continue.

Celebrate Successes Every Day
When someone on your team has a big success, celebrate it and tell others. This is something that should be part of your everyday work – you should try to catch your team doing something right.

CoachStation Thoughts:

Developing a team and employee brand can be enhanced through supporting and advocating, when earned. Catching your team doing something right is not always a natural or easily applied trait for many leaders. It is a very powerful relationship-builder when applied well.

As stated, Richard Branson claimed that these guidelines hold true in almost any situation. Do you agree?
I would love to hear your thoughts and comments, whilst possibly providing your own guidelines you believe are key in leadership.

Sir Richard Branson at the eTalk Festival Part...

Sir Richard Branson at the eTalk Festival Party, during the Toronto International Film Festival. (Photo credit: Wikipedia)

Richard Branson recently stated that coaching senior managers can be difficult for various reasons, not the least of which is the difficulty in finding an uninterrupted period of time to conduct and review. Branson and his senior leaders spend time together each year at his home on Necker Island to discuss the opportunities and challenges the Virgin business group and leaders currently face.

I am certain this is a great opportunity to solve the business issues, share and learn from each other, however equally sure this is only part of the development story for individuals and future of the Virgin group and other companies in general.
Sharing and learning from others is one aspect of coaching and leadership development, however knowing something or having additional information about a situation or about oneself does not equate to a change in behaviour or enhanced skill in application.
The purpose of this blog is to draw upon and respond to a set of guidelines Richard Branson highlighted in a recent article in the Business Review Weekly magazine titled, 7 Rules For Managers, focusing on effective leadership, coaching and empowering leaders.

Keep Your Team Informed
It is crucial to set objectives for each period according to your business’s strategy – and then make sure all employees know about them.
Sally told us that when she was working for the British government, every summer, ministers appointed to cabinet received a note from Blair that outlined his strategic approach for the year and set clear objectives for each department. Cabinet met for a week to discuss these before members of parliament returned from holidays and had the chance to analyse and challenge the approach. Thereafter, the team received a note from Blair every Sunday, which was discussed at a meeting next morning to agree on key actions.
Communicating your objectives regularly will help ensure your team has a framework for making decisions. It is important all feel welcome to discuss the group’s objectives – that open debate is encouraged – because everyone will have a responsibility to follow through.

CoachStation Thoughts:

The ability to strike the balance between providing objectives, context, setting standards, parameters and keeping your team members informed as progression occurs is a fine line. I believe that the best outcomes derive through providing more detail rather than less, always balanced between keeping confidential information confidential, but sharing what is appropriate providing context and clarity.

  1. People respond more openly to feedback, accept change and are generally more willing to contribute when they have the necessary detail and information to feel connected to the business, engaged and empowered.
  2. Alignment to/with direction and goals is critical, although too often a company vision, mission statements and goals are seen as just words written on a page. Appropriate detail and context can help to make the vision a reality.

Define The Rules Of The Road
It is important to define core values for your business, which you and your employees can refer to when making decisions. In assessing investments and new directions at Virgin, we have always considered whether the proposed business meets our core values, which helps us manage our diverse portfolio and maintain consistency. We look at whether it will do something different to most or all companies in the industry or sector; whether it will provide real value, great customer service and retain the sense of fun and pride that distinguishes a good from a great business. Recently we added a new core value: we test whether a new business will have the legs to go overseas and can be scaled up within about three years.

CoachStation Thoughts:

Values are critical for both individuals and businesses. Values provide a base for alignment between yourself and the business that employs you. They allow an individual to feel connected and maintain a clear view of the reasons for doing what they do. Understanding what is important to you personally and at work also assists to motivate or re-clarify, providing direction. For an organisation it is important to be nimble, efficient and flexible in structure and design however it should also be clear in its identification and delivery of its core values. This clarity provides a clear view of what employees, customers and other stakeholders can expect when working with the organisation.

  1. Core values are most often ‘non-negotiables’, meaning that you are most likely to walk away from a relationship, workplace or situation when there is a disjoint in alignment.
  2. Shared values encourage a high level of trust within a team and organisation, strengthening commitment and the likelihood for higher levels of equity, honesty, fairness, sharing, respect and other positive aspects.
  3. Values are core to a brand – that of individual’s and businesses. Most importantly, to be effective and meaningful, values must be more than words!

Focus, Focus, Focus
It is tempting to try to do too much; for ambitious managers and their teams, there are always too many projects and too little time. But successful organizations know what their priorities are: They tackle the really important projects and the rest falls into place.

CoachStation Thoughts:

One of the most important skills for a manager or leader, particularly when starting out is to know where to spend your time. Often time management skills are emphasised or provided as a necessary development area during feedback sessions, however few people actually find the optimum balance. The ability to prioritise is even more crucial. In most roles an individual could work 24/7 and still not achieve all that is possible (or sometimes expected!), so identifying what are the most important tasks and strategies that will provide the ‘biggest bang for your buck’ has to be one of the first steps.

  1. One tip is to consider the Pareto Principle or what is more commonly known as the 80 / 20 rule to assist in determining the ‘right’ things to focus on.
  2. The ideal situation occurs when you think ahead and have a strategic mindset, tackling issues before they become urgent. The ultimate control occurs when your time is being spent on tasks and actions that are high impact but low urgency.
  3. Many people will make demands on your time – it is important that you control where you spend this time, not have it dictated to you by others.

Next week I will conclude this blog with the final four guidelines highlighted by Sir Richard.

Let me know what you think of the points made in part 1 of this blog and whether you believe they have relevance in modern business and leadership development.

Related articles

I recently read an outstanding article titled ‘The Why (and How) of Employee Engagement‘. It incorporates an interview with Kevin Kruse, entrepreneur and CEO of Kru Research and co-author, along with Rudy Karsan, of We: How to Increase Performance and Profits Through Full Engagement.

I am particularly interested in this topic as it is often one of the key differences between those in charge who are managing and those who are leading. Employee engagement is a large topic with many inputs. On a one-to-one level or team level the connections made form part of the engagement story.

There are many interesting points made in the article, notably the need to apply the same rigor and analysis to engagement as we would any other area of management by measuring its success, holding leaders accountable and examining employees’ motivation at work. (1) The leader who is effective in their role recognises that connection between people occurs through more than just the words used. A bond is formed that can be difficult to explain, but has many benefits, both for the people involved and the employer. I believe that we have an obligation as leaders to provide the best opportunity to develop others and the ability to align with depth in your team is a platform to work from in this process.

I found the end statement in the article most compelling: The real why of engagement is not just about company profits. It’s about what you do on a day-to-day basis to impact the health of those who report to you. It’s impacting the relationships and the families of those who report to you. I never hear this in the talk about engagement. People talk about getting a five-times-higher stock price, [and] you want to engage your people so they don’t go to the competition. Those are good reasons, but I forget those reasons when I show up at work and I have a full calendar and 100 emails and reports to do.

What’s going to touch me, what’s going to motivate me, is when I look at that direct report. I see Jane there and I see her husband and I see her kids. What I do and say on a day-to-day basis is impacting Jane and her family. That’s going to help me be engagement-oriented on a day-to-day basis. (1)

The ability to connect with others, both in and out of work is so important. This is about understanding the person as a person, not an employee. In the workplace these are often seen as the soft-skills or ‘nice to have’ attributes, but are underestimated in terms of the benefits. The process of ticking boxes so that it appears the manager is doing their job by pretending to build strong and meaningful relationships offers little value. Most people, even those who cannot define or articulate the reasons why, will usually know when a manager is genuinely connecting or is doing it to play a part.

Connecting with people provides a platform for influence, delegation, trust-building and other positive outcomes. An effective leader knows this intuitively and works hard to make sure relationships exist with meaning, even when there may not be an initial strong affiliation. A few key thoughts:

  • The connection will be different with different employees or relationships. Like any relationship, it requires work to make it effective, but a natural connection will occur between people and more readily with some more than others. This is OK – don’t overwork it – this is a natural part of being human.
  • Forcing a connection is not recommended however working through the early stages of a relationship to make sure both parties are giving it their best shot may bear fruit.
  • Work beyond first impressions – they are not always as accurate as we would like to think.
  • Learn the skill. Work from your strengths and understand the power of connecting because you have felt it. It can be quite intoxicating and like other areas of leadership, when discovered, it is something that many of us actively seek in our roles in and out of work.

Let me know what you think.

(1) The Why and How Of Employee Engagement (talentmgmt.com)

I love my family. I am very proud of my three daughters. I am also pleased that my wife, Julie, and I (almost always!!!) share a similar view on raising our girls. Like any parents, we want our girls to be healthy, happy and able to cope with the many challenges life offers, whilst maximise the joy in their lives, now and in the future. Julie and I set high standards. We are consistent. We love our girls. We lead…and we are developing our daughter’s accordingly.

Leadership is not a title…it is a series of attitudes, developed skills and related actions. Julie and I discuss values with our daughter’s, particularly as our eldest, Maddy, is about to turn 10 – I do wonder where that decade has gone? We do not take this all for granted, regularly assessing and re-assessing where we are at in our relationships and development of our girls.

But we cannot do it ourselves. We are so very fortunate to have a great family support network who are always there for us and share our pains and joys. We are also grateful for the school that Maddy and our middle daughter, Charlotte (and as of next year, Brianna) attend. I am particularly excited to see the emphasis on broader development of each child, including spirituality, respect, resilience, and other values.

Tonight I read the St. Andrews school newsletter and I felt compelled to share a segment with you, as it is so enlightening to see the focus on leadership and related elements at a learning institution dedicated to primary school aged children.

Each year the school focuses on a theme, which for 2012 is ‘Step Up and Shine’. The opening few paragraphs from this week’s newsletter summarise the objective and context nicely:

At the parent teacher night we again touched on the fact that our theme for this year is “Step up and Shine” and framed that theme under the banner of our leadership for the good of our children leadership. We also established that good leaders are very good story tellers. The challenge for us all is to step up and lead for good and be a good example for our children. In order to be a good leader you need to be aware of and be able to show witness via an understanding of three key points. These key points are as follows:

  1. Know who you are and what you believe in.
  2. Know who the organisation (school) is and what that organisation (school) stands for.
  3. Know that actions speak louder than words when you are witnessing to your own values and the organisation’s (school) charter/values/goals.

Stepping up and shining can be easy when you take these into account as you develop and strengthen the right relationships in your own family, your school family and the wider community.

John – School Principal

 

steve riddle familyWhat a wonderful message! The consistency in how we wish to raise our girls and that supported by our school gives me a lot of faith that we will all see the benefit of preparing tomorrow’s adults today, with a well-rounded attitude and set of values. Wanting the best for our children is one thing. Providing it is another point completely. It is a joint effort – the community, family, school and us as parents all have a part to play.

There are parallels in this message for us as adults, employees and certainly as leaders. When was the last time you revisited your core values, relationships and beliefs? Do we take the time to focus on what is important to us? How aligned are you to those things you once considered most important?

Maybe it is time to take stock. Maybe it is time to Step Up and Shine!

Do you truly understand the difference between strategic and tactical thinking and application?

If so, do you understand enough about the similarities and differences to create aligned goals, apply meaningful actions and ensure that one leads effortlessly to the other?

Many a plan or process has failed due to a lack of clear direction and early identification of the problem to be solved, leading to a poor concept of the strategies required.

Leadership and Strategic Thinking
The subject of strategy is vast and complex. This blog highlights that there is power in understanding what strategic thinking is and its necessary alignment to the tactical tasks and practical choices we make every day. In this instance, a useful definition of strategy is, “A word of military origin (which) refers to a plan of action designed to achieve a particular goal. In military usage strategy is distinct from tactics, which are concerned with the conduct of an engagement, while strategy is concerned with how different engagements are linked” (1).

This is a relevant point – although business is obviously different to the military, the context of the definition has significance, particularly the point that strategy refers to the links between leadership, different engagements (military) and actions/tasks (business).

I was working with someone recently who engaged me to assist with his preparation for an interview for a more senior leadership position. The conversation went well and I was able to offer him several suggestions and concepts designed to stretch his thinking, to be better prepared for the interview and importantly, a plan for the role, if successful.

Whilst we were talking however, a concept became much clearer to me. In my colleagues case he was able to talk to many relevant, tactical initiatives and actions that could be applied in his first three months. In contrast, his strategic assessment and context was not as strong and we spent much of the session focusing on this subject. In essence, I was asking whether he had an understanding of the plan of action for what he would be trying to achieve and why these points were of core focus.
Strategic Thinking MindMap in Leadership
After reflecting on this and other similar discussions, the part that I find most intriguing is that although people generally have a solid grasp of the broader concepts of strategy, they are often much more experienced and comfortable talking to the tactical elements. An inability to define strategies is not unusual for many in entry-level management roles who have less experience and exposure to strategic thinking but this skill-gap becomes an issue when promoted to more senior leadership roles, where this is seen as one of the more important, core skill requirements.

Understanding the bigger picture is important: “Setting strategy isn’t the same as leading strategy. Even the best strategist can falter when it comes to implementing and sustaining the right direction for the business. In fact, statistics indicate that only from 4 to 7 percent of leader‟s exhibit strategic skills, a woefully inadequate amount given the demands of organizations in today’s environment… But the pressure to meet short-term targets and solve functional problems is creating a leadership pipeline with limited strategic leadership capacity…Strategic thinking is grounded in a strong understanding of the complex relationship between the organization and its environment. Strategic thinkers take a broad view; ask probing questions; and identify connections, patterns and key issues” (2).

It may seem to be an odd appraisal in this context but it is clear to me that most managers are more comfortable discussing and managing the numbers than they are at leading their people through addressing the more challenging development requirements or what are commonly referred to as ‘soft-skills’.

Regular discussions surrounding results and the relationship to business targets with team members are common-place. Although relating the coaching session to results is important, challenging an individual to improve their results through highlighting the numbers does not, in itself, provide a platform or understanding of how to change the inputs that contribute to the results and outcomes. In my experience, most people will find other ways to simply meet their numbers, taking short-cuts and often demonstrating behaviours that are at loggerheads with business expectations and culture.

Ironically, these discussions often drive the type of behaviour and culture that the manager is trying to avoid by conducting the meeting in the first place. This relates to the anomaly between strategic thinking and tactical ability in that most managers find it easier to apply the day-to-day tactical elements (numbers and outcomes) than analysing the inputs and considering the bigger picture. This ‘safe-zone’ within the tactical-related realm of thinking, can be enhanced through skill gaps, fear or avoidance as the business KPI’s, outcomes and other results mostly stem from our effectiveness at leading and developing the skills, attitudes and attributes of your people. Most managers accept this rationale but their own fears and self-need to remain within their comfort zone means that they avoid addressing (the perceived) more difficult soft-skill essentials of their team.

So, the question remains, what comes first the strategic or tactical component? In terms of a strategic approach, the point is that most people focus their thoughts and energies at the tactical level, trying (or hoping!!) that the strategies will become more evident at a later date as progress occurs. This thinking is in complete contrast to the more effective methodology where development of a strategy must come first and the goals, direction and tactical actions flow from and towards the strategic concepts.

Factors such as identifying and acknowledging obstacles, discovery of potential solutions, developing a common purpose, understanding values, identifying benefits of improvement and ability to track progress, all form part of the broader concept. In each case these elements should all be drawn back to the strategic view. Relevant questions to ask yourself are:

  • Have you clearly stated what the problem is and considered what you are trying to solve in the first place?
  • Have you developed a strategy with enough context and depth for the tactical elements to be developed and aligned to?
  • Alternatively, have you moved into solutions mode too early, seeking possible responses to the issue at hand without understanding the broader issues and impacts?

As stated earlier, goal or process failure is often due to a lack of clear direction and early identification of the problem to be solved. Often this is referred to as a ‘shotgun’ approach where many ideas and solutions are put into place hoping that one or more will hit the mark and solve the problem(s).

Unfortunately this type of approach has many shortcomings, including cost-blowouts, confusion from poorly communicated actions and a lack of buy-in or reduction in discretionary effort from stakeholders and staff, amongst many other adverse outcomes.

Development of a strategy and the knowledge that there is a difference between strategic and tactical application is a significant topic, not just in the business world, but also in personal decision-making. I have only scratched the surface, however, hopefully this article has stimulated and challenged you to identify the differences between blindly taking action based on little fore-thought or strategic planning. There are many benefits in understanding the ‘bigger picture’ and identifying what you are working towards.

Without an ability to strategise thought into meaningful action you are most likely guessing; making assumptions; and ‘hoping more than knowing’ your future direction and the reasons why this path is the right one.

The good news is that with a change in thought-process and practice, you can develop skills in strategic thinking and implementation, allowing you to become one of the core drivers of change within your business.

As is always the case, the choice is yours!

 

The quality of leadership, more than any other single factor, determines the success or failure of an organization
Fred Fiedler and Martin Chemers

 

 

(1) http://en.wikipedia.org/wiki/Strategy: Strategy @Wikipedia
(2) www.ccl.org/leadership/enewsletter/2011/MAYstrategy.aspx?sp_rid=&sp_mid=36650204: Center for Creative Leadership