Maximize Return on Investment for Training

Companies spend large sums of money to sending employees for training to improve performance. When employees return, they resume ineffective habits. Ken Blanchard says in his book, KNOW, CAN, DO, that he is frustrated people do not implement the changes he teaches. The point of leaders sending employees to training is to develop to new, effective behaviors in employees and become better people. Here are some ideas how leaders effectively help employees implement behaviors learned at training increasing their return on investment (ROI) on training.Man_taking_notes-PXHere.jpg

Require employees to take notes during class. Note taking improves retention. Hand written notes are better than typed notes in the classroomi. When they return to work make them then sit down and type those notes. Typed notes are better than handwritten notes after the class. Typing notes requires the student to revisit the material again providing an additional opportunity to learn improving training ROI. It also provides a readable copy of the notes which will be more useful a few years from now. They understand the type written notes better than their hieroglyphs taken in class. Typed notes should include the title, location, and date(s) of the training, the name of the employee completing the notes, the name of the presenter, and a website for additional information. Typed notes are necessary for a later step in this process, sharing learning with others.

Once your employee has completed their note typing, have them report to you the big concepts taught in the class. Ask them the one or two take always they think are most important to implement in their work behaviors. Work with them to develop an action plan or goal. There are a few other blogs here on goal setting and developing personal improvement plans. As the leader, you have the responsibility to periodically check in with the employee to monitor progress. Employees require your guidance to overcome obstacles and provide encouragement. Set aside 30-60 each week in the first few weeks after class to meet with the employee and measure progress.

One great way to improve learning is teaching. Have the employee present what they learned at your next staff meeting. There are several advantages to having employees present after training. One is you increase your return on the investment you made on that training event. Every employee learns something new, not just the employee who attended the training. Second, the employee becomes the teacher and for a short time, the subject matter expert. This puts them in the spotlight. Everyone craves recognition. This is a great method allowing employees to shine in front of their peers. Third it provides you an opportunity to discuss why the behaviors learned in that training are important. You reinforce for staff what new behaviors you expect from all of them. The message about expected new behaviors comes from a peer. Peer pressure is strong. Use it to your advantage.

Remember those typed notes? Copy and distribute them during the short training session. The notes should include the name and email address of the employee who took the notes. Having the employee’s name and email on the notes provides contact information for others. When other employees have questions, they are able to contact the company’s subject matter expert and receive answers; another opportunity for the subject matter expert to shine.

It may sound a bit overboard to provide all kinds of recognition to an employee returning from training. In some organizations, training is viewed as punishment. People in those organizations think the only reason the company would send someone to a training event is because they messed up something. The training is the company’s way of telling the employee and others about your mistake. Highlighting the positive impacts from training encourages others to want to attend and learn. It is the basis of a learning and improving organization.

Since your employee returned from training, you worked hard to groom him or her into a subject matter expert. You allowed them to share their new knowledge with others. You developed a plan encouraging them to implement changes in behavior learned at the training. Now reap the rewards. Appoint your self-grown expert as a mentor. trusted_rock_guide-andrew.PNGAssign a protegee to the mentor who is dealing with performance problems. Often we think of performance problems as coming from problem employees. Frequently though performance problems come from inexperienced people, or people assigned new tasks without appropriate background or training. Use your subject matter expert to teach this person how to improve. As they work with the newer person, they may find a need to refer back to their original class notes. Good thing they typed them so they are legible! Because you modeled goal setting with your employee, they use that skill to help their protegee set goals. Your newer, inexperienced person benefits from the training provided to the mentor weeks or months ago, another return on your investment. Instead of sending this person to the same training to learn the basics, you book them for something different. When they return, repeat the process and you have a new expert on a different topic.

As time passes, you find many of your people have gone to a wide variety of training. Some learned to become effective leaders. Others learned how to improve customer service. All attend regular training about advances in your company’s field of expertise. Every employee is up on the latest in each area because they benefit from the micro trainings each new subject matter expert provides after an off-site training opportunity. Your people acquired lots of information boiled down in carefully typed class notes. Many have become strong leaders. Eventually people move on to other activities in life. Because you took the time to train everyone about a wide variety of issues from leadership, to cutting industry trends, and building strong networks ensuring customer needs are met, you have no problem replacing leaders. Someone is ready to step into the role. This is the final pay off from that training investment perhaps years ago. You have the right people in the right places with the right training and experience so when someone leaves, no one misses a beat.

Sending employees to an off-site training is a big investment. Good leaders understand how to leverage the learning of one person so that everyone on the team learns. Using these skills the ROI on your training investment. Employees use a training event to help other employees develop goals changing behaviors, the objective of training. Good leaders spotlight the employee’s learning and behavior changes by helping them become subject matter experts. Good leaders set the stage for people to want to go to training because they understand you want them to stick around for a while. You developed a library of knowledge in the typed class notes which is available for everyone. Employees have contact information for subject matter experts. Employees mentored others learning to lead. You influenced change. You influenced others to effectively improve behaviors and accomplish the organizational mission. You maximized the return on the company’s investment on training. Next time someone comes back from training, put them to work so everyone becomes better and maximize ROI on your training investment.

References

i Doubek, James , and NPR Staff. “Attention, Students: Put Your Laptops Away.” Weekend Edition Sunday. April 11, 2016. Accessed March 09, 2018. https://www.npr.org/2016/04/17/474525392/attention-students-put-your-laptops-away.,

and

Mueller, Pam A. “Take Notes by Hand for Better Long-Term Comprehension.” Association for Psychological Science. April 04, 2014. Accessed March 09, 2018. https://www.psychologicalscience.org/news/releases/take-notes-by-hand-for-better-long-term-comprehension.html.

Helpful Links

For coaching skills from Ken Blanchard Companies: https://resources.kenblanchard.com/whitepapers/coaching-skills-for-leaders-the-missing-link

Good SlideShare summary of Know, Can, Do:

https://www.slideshare.net/ramadd1951/know-can-do

For more information on goal setting:

https://www.slideshare.net/ChrisStCyr1/goal-achieve-cycle

For a goal setting worksheet:

https://www.slideshare.net/ChrisStCyr1/sample-goalsworksheet.

Photo Credits

Note taker from pxhere.com.

Climbers by Andrew St. Cyr used by permission

Road Map for Your Life, Creating a Personal Development Plan

The last few years about this time, I wrote about ways to achieve goals and accomplish New Years resolutions. Recently I read a something that made me thing beyond individual goals. When you accomplish a goal, yet the feeling is of failure, not achievement, then your goal and values are not aligned. This idea made me think about goals in a broader way in life.

steppingstones-pxhere.jpgWhen setting goals, task steps are the pavers on your path to accomplishment. Accomplished goals are the cobblestones of your road of life-time achievements. Your achievements define who you are as a person.

The light bulb went off as I started working on a strategic three to five year plan for my organization. I realized people need strategic plans also. Having a personal development plan helps you select goals to complete life fulfilling achievements. Like goal setting, a personal development plan is a cyclic process.

First, identify and clarify your values. On the surface this seems simple. As you work through it you may find it more difficult than you imagined. There are plenty of exercises to help you identify your values. Simon Sineck’s START WITH WHY is a great resource to reveal your values.

theLight by Anne_Llse HeInrichsNext, figure out what you desire to accomplish in your life. Stephen Covey talks about what you want your obituary to say. Unless you have reason to believe it is likely you will die in the next three to five years, perhaps thinking about what you want people to say about you in five years may be a better example. As you think about your accomplishments remember the many facets of your life. The facets in your life cause you to focus on events and opportunities in different ways. Some facets of life include personal, family, spiritual, health, community, and professional. A goal that covers multiple areas of your life will feel more fulfilling when accomplished.  General people can only focus on fewer that four big goals at anytime.  Aligning large and small accomplishments in each area helps improve opportunities for success.

In the third step, write down what what and when you want to accomplish goals in each area. You do not need to complete all the detailed planning for each goal at this time. You do need to identify general activities you need to complete to move towards your vision in step two.

The fourth step of your personal development plan involves the detailed planning of the first goals you need to complete. This step is the goal setting cycle I described in Reflect, Plan, and Act https://christopherstcyr.wordpress.com/2014/01/01/time-to-reflect-plan-act/. As you move along your road in life, you accomplish goals and find it is time to plan the next goal. That next goal is defined in your personal development plan.

Plan daily activities from the task steps in your goal setting tool. Putting your task steps on a calendar increases the likelihood you will do those things you say you want to do. Remember life is what happens when you are busy making other plans, so plan on set backs and side trips. Just because you were unable to make vacation reservations today because your furnace melted down does not mean you failed. It means you fix the furnace and reschedule the time to do your vacation planning.roman-road_patrick-gantz_pxhere-cropped.jpg

No matter where in life you find yourself, a personal development plan is the map that helps you figure out which road to take next. Your personal development plan should include an assessment of your values so your achievements are aligned. You should look out three to five years in all aspects of your life, personal, family, spiritual, health, community, and professional. Your plan should have basic goals for your journey, flushing out details as you move along in life. A personal development plan helps you become the person you want to become, achieve accomplishments important to you, and experience life in your terms. Take time to create your road map for your life today.

 


Photo Credits

Stepping stones from pxhere.com  Creative Commons Zero License

The Light by Anne_Llse Helnrich from flickr.com Creative Commons Attribution License

Road Pavers by Patrick Gantz from pxhere.com Creative Commons Zero License

 

The Right Questions

You just finished briefing your boss on the latest proposal. You and your team spent hours hashing over details. You ensured you presented the big picture, highlighting critical points for understanding. You ask for questions and find your boss has plenty. schoolofathens.jpgYou wonder where you went wrong. The truth is you did a great job. Your boss understands the importance of asking critical questions about everything in the organization. The knows to verify things that appear to be one thing to ensure they are not something else. With experience, the boss learned the right questions to ask related to a host of issues and situations.

Using questions to stimulate discussion and analysis has been called the Socratic Methodi. The questions focus on learning information in areas of interest for the questioner. Quality answers are supported by proof in the form of an accepted fact, expectations based on analysis, data from test results, or another accepted proof. Challenging proof and conclusions occur next in the Socratic Method.

Puzzle-OlgaBerrlos.jpgSocratic questions that stimulate discussion and analysis may include:

– What is the risk related to that decision?

– How do we reduce the risk?

– What proof exists to demonstrate risk reduction?

– What impact will the decision have on … ?

– How does the organization deal with that impact?

– What other ideas did you explore and why were they not presented?

– What is the most important consideration and why?

– Are there examples of following a course from history; if so, what happened and why?

– What are your measures of success and how did you determine those measures?

– What are the costs in terms of money, influence, credibility, etc.?

These are only ten possible questions inspiring critical discussions and analysis issues or topics. They are a starting point. Use critical thinking questions to test your theories before presenting an idea to others. Ask someone to challenge your assessments with the Socratic Method. The more you practice, the better your assessments. Your ability improves by responding to challenging questions asked by others.

Experienced leaders develop core questions used in every analysis. Core questions stand the test of uncovering important information repeatedly. Experienced leaders develop questions for particular situations. Sometimes they are developed as the situation unfolds or come from preconfigured questions developed for different situations.

PuzzleSolved-OlgaBerrlos-mod.jpgWhether you are developing a course of action to market a new product, or deciding where to go on your next vacation, learning to ask the right questions helps you make better decisions. Questions that challenge conventional thinking allow decision makers to identify alternative courses of action and determine if they would be effective. Allowing others to challenge your conclusions with Socratic questioning improves your logical thinking. As you step into your next leadership position, or prepare a briefing for the boss, take time to think about questions to uncover the best solution to any situation.

Endnote

ihttp://www.criticalthinking.org/pages/socratic-teaching/606

Photo Credits

School of Athens by Raphael, 1509-1511 – photo by Frans Vandewalle from Flickr.com

Puzzle Pieces by Olga Berlos from Flickr.com

Puzzle Assembled ibid (modified by author)

Measuring Success

Measured-Michael_Coghlan.jpgTrainers and leaders need to measure success. Measures of success demonstrate the organization does things correctly and does the correct things. Trained tasks support the organizational mission, the organization’s why. Trainers measure performance and leaders measure effectiveness. Understanding the difference ensures organizations correctly apply the correct measures to tasks by the right people.

Performance measures are those things that show we are doing something correctly. Examples include demonstrations of completing a task within a set of given guidelines, passing a test demonstrating knowledge of selected ideas, or achieving a certain result we believe leads to effectiveness. All these examples show the task is being performed correctly. These are the measures a trainer uses to demonstrate tasks are understood and performed correctly. Front line leaders use measures of performance to demonstrate assigned tasked meet defined standards.

Effectiveness measures are those things that show the organization is accomplishing its mission. Effectiveness is harder than performance to measure because organizations often have poorly defined missions. Effectiveness comes down to an individual or organization being able to focus on their one reason for existing. Examples of effectiveness measures include things like changes in behavior favorable to the organization, increased trust between employees, customer loyalty, or improvement in a given condition. Measures of effectiveness demonstrate mission accomplishment by the organization.

Organizations must understand and communicate why they exist in order to be able to measure effectiveness. Jim Collins talks about businesses that learn how to laser on their purpose for existence. Great businesses last because they were designed well in the beginning, or transform to meet changing times. There are many books that talk about the importance of why including Simon Sinek’s Start with Why, and Stephen Covey’s First Things First.  Senior leaders use measures of performance to determine success when the organization meets its mission.

As leaders and trainers measure success, they need to learn how to measure both performance of individual and collective tasks, but also the effectiveness of those tasks. Everyone may be doing everything well, but if they are doing the wrong things, they fail. Knowing which measures to use and when help organizations ultimately complete their mission. Find your why; determine what an how to achieve it, then measure your success.

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Photo Credit

Measured by Michael Coghlan from flickr.com under a Creative Commons License

Leadership Reflection

Reflection-Theophilos_Papadopoulos.jpgReflecting on past mistakes and successes teaches leaders how to adjust behaviors improving successful.  Few new leaders understand the importance of reflection.  As a result they do not understand which traits lead to success so they can repeat them, nor which actions impede them preventing them from avoiding similar actions in the future.  Leaders achieve effective reflection by following some easy steps.

Record what happen.  In another piece, I described how and why to conduct post event reviews (https://christopherstcyr.wordpress.com/2017/07/29/review-action-record-results-learn/).  Another example of recording what happened is a leadership journal.  Use a few minutes every day to write down something you learned, someone you helped, how someone helped you, an important task you must accomplish, or anything else you feel you may want to remember.

Document how you can use what you recorded.  Think about and write down ways to modify your behaviors to improve success.  How you can implement a lesson learned?  Decide which behaviors you helped another person.  Identify behaviors of others that were both effective and not effective.

Path-J-O_Eriksson.jpgPeriodically review your reflections to adjust your course.  Taking time to figure out where you are is an important step in the goal achieving cycle.  Reviewing things you allows you to consider the path to achieve a goal.  You may see a lesser traveled trail is more effective.  You may realize a new behavior provides access to the express lane.  Either way failing to apply what you learn unnecessarily lengthens time of achievement.

Recording reflections on successes and mistakes allows leaders to become more effective.  Using a leadership journal is one way new leaders can improve their reflective skills.  Writing down key ideas on your journey ensures they are captured for future use.  These lessons and ideas help leaders adjust course seeking to accomplish goals.  A few simple steps, and a little bit of time, allows improvement of success for leaders through reflection.

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Photo Credits

All Photos are from flickr.com under a Creative Commons license.

Reflection by Theophilos Papadapoulos

Path by J-O Eriksson

 

Review Action. Record Results. Learn.

Nat-Grd-TownMeeting-NGB.jpgTake time to review actions at the end of project or events. This action enables leaders apply lessons learned the next time. The military thoroughly reviews and documents actions after every key event. As they begin their next planning cycle, leaders revisit those reviews to identify how to apply lessons learned to repeat effective actions and avoid repeating mistakes. Learning to analyze an event and gather important lessons is easy.

There are several principals to conduct post event reviews. Have all the key people at the table. Honestly document what was supposed to happen and what really happened. Analyze why the things that went well went well, and poorly; and why those things happened that way. Participant judge events, not people. Check egos at the door. File the review so it can be found and used later.

All the Key People OutdoorMeeting-USAID.jpg

Key people does not mean everyone unless the event was small. Key people include the crucial leaders, contractors, organizers, observers, and key people from your red team. You want the people there who have the ability to make decisions during a similar future event that affect outcomes.

Document What Happened

This sounds simple but is not always easy. During this step top leaders may learn what

they wanted to happen is not what others understood was supposed to happen.  When you talk about what was supposed to happen, you may have to break it down into several levels. What really happened is also not so easy. Not everyone saw the same thing for a variety of reasons.WhatHappened.png Things may have gone well in their part of the project because the logistics section fixed a problem before others know about it. If others did not see it, the problem still existed and should be documented and analyzed.

Analyze

Analysis during the review is nothing more than answering a bunch of relevant questions. What went well and why? What problems cropped up and why? How well did communications work? How did leaders make decisions at critical times? How well did the decision making process work? How did leaders solve problems? What things went well that could have gone better? How can we prevent the wrong things from happening in the future? These questions are just an example series, but a good start to any analysis.

Judging

When judging good, bad, success, and failure, focus on events and decisions, not people. If a leader made a poor choice at a key event examine why. The group may learn the leader lack important information, or had a poor understanding of the situation. PieJudge-Sarah R.jpgFocusing on why the leader made the decision allows him to learn from mistakes, identifies potential problems in processes outside that leader’s control and reduces defensiveness improving learning.

Egos

People do not like criticism. The offense perceived is proportional the size of the ego. The learning from observations that look like criticism is inversely proportional to the size of the ego. Avoid the problem; check egos at the door. This rule needs to be posted and enforced by the group facilitator. When an individual becomes defensive during discussions related to decisions or actions she made, it is an indicator she brought her ego with her. Stop the conversation. Restate the rules. Focus on the actions or decisions. These measures ensure maximum participation and learning occurs.

File the Review

File post activity reviews so others can find and learn from them. Taking time to review and identify lessons achieves nothing if filed forever. Dig out those reviews when you begin the next project planning cycle and learn.

A post activity review is an important process in any learning organization. Conduct reviews with all the key players after every major event or project. Identify what was supposed to happen and what really happened. Analyze the good and the bad of each event, action, and decision during the activity to identify important lessons. Judge decisions and actions to avoid offending and shut down learning. Check egos at the door to ensure everyone learns and participates. Adding a review at the end of every project or training event ensures lessons learned are available for use when a similar activity occurs next time.

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Photo Credits

All photos were found on flickr.com and used under a Creative Commons License.

Capture

U.S. Government photo-National Guard Bureau

U. S. government photo-USAID

Cars: Modified from two photos.  Limo by caccamo.  Small Car by Hsing Wel

Pie Judges by Sarah R

 

Organizational Artifacts

Organizational Culture

Modified Jug_by-NikitaAvvakumovCompanies carefully develop and vigorously safeguard their corporate logos and trademarks because the leaders understand the importance of brand. Logos speak for the company, what it makes, and stands for. Some trademarks become terms for common items, actions, or a range of products. Years ago people would Xerox a copy when they wanted a photocopy. Everybody had a Frigidaire even if their refrigerator was a Whirlpool. Today if you want to find out some piece of information, you Google it. Mention these names or show their logos and people create a vision of excellence in each of those industries. The trademark is the company and people know the values of each. Artifacts, such as logos and trademarks, are the visible representations of an organization’s culture and values. Other aspects of artifacts include customs, traditions, celebrations, buildings, and attire. Leaders can use artifacts to change behaviors of stakeholders to align with desired values.

Back in the day, families had coats of arms that contained symbols representing significance accomplishments from the past, the region of origin, and tools of their trades. Military organizations thrive on the symbolism of their unit crests. Good leaders understand the qualities shown in organizational symbols and use them to provide a common bond for all stakeholders. The symbols and traditions create a unification for all those involved in the organization.

The terms blue collar and white collar demonstrate how artifacts affect perception. Mention blue collar worker to someone and they probably envision a person working on a factory floor, working in an automotive repair facilities, or dumping waste cans after the office closes. White collar workers are viewed as those working in clean environments such as offices, hospitals, or laboratories. Blue collar workers have GEDs or high school diplomas. White collar workers have college degrees, have offices higher in the building relative to their perceived power. These statements are not necessarily true as there are plenty of people holding traditionally blue collar jobs with high levels of education, and many office workers with high school diplomas.

Ceremonies and customs are other artifacts that show the world and stakeholders where an organization places value. Organizations that toss their new employees to the wolves with little training demonstrate they value people less than accomplishment. Those who celebrate small successes show they care when people succeed and understand that when an individual succeeds, everyone in the organization is better because of the achievement.

A smart leader seeking to change an organization’s culture can use artifacts to help that change occur. He can point to the symbols of a logo to talk about the important values of the organization. He describes how certain behaviors emulate the organizational values while others detract. He eliminates ceremonies celebrating negative achievements that belittle and embarrass, and replaces them with rituals observing feats supporting desired behaviors. Awards for compliance with desired organizational values serve as visual representations of success and encourage others to model similar behavior. Employee of the month is one example, but a creative leader finds other ways to also provide visual cues.

Understanding organizational culture is a critical leadership skill. Knowing how symbols, ceremonies, and traditions creates certain behaviors enabling leaders to change artifacts to encourage behaviro changes. If something runs counter to a professed value, it is shed. Leaders adopt new artifacts that support behaviors aligned with desired values. Take a look around your work place. What do the dress, visible symbols, behaviors, and traditions say to someone walking in for the first time about what is valued? Change those that subvert what you want others to think of you and your organization, and replace them with artifacts that show the character you seek to achieve.


Photo Credit

Nakita Avvakumov https://www.flickr.com/photos/drnik/2857646470/in/photolist-5mwbJJ-6bXTAW-cWNuEG-ogb2uP-6bXUYC-74auQQ-bjUuLa-dfPbpg-BsuyfJ-8eCvnt-ogstHx-dMZSDL-2A6cFN-E1JUTs-67mS86-ATUtr2-9euKg7-uLhc-57xfTs-Bz4NEy-PZP2PQ-5V9AWA-c7hjWf-wMfExB-QvqyfS-MGFg37-N6NaAj-PZP3zh-NncCAS-zEmsYi-QkEA9Q-ManQ54-N2jNX8-KdZwbq-MCHQ11-MEWtdK-S35rzb-S35rnC-QU9tXK-S35rfd-ExDU2b-622Hms-S5FNVK-RXKgGM-T2GiWi-kHLLyN-RoViju-qyFLP4-r2BLQg-6iE95L Creative Common License

Finding the Path

“No!” replied the client and hung up.

“I quit!” said Bill out loud. “I haven’t made a sale all day.”cubical-drewfromzhrodague

Jill, Bill’s big boss, happened to be passing his cubical as he announced his intent to terminate his employment, or at least sales calls for the day. “Bill,” said Jill, “We don’t quit. If you are having problems, I expect you to find a way to over come them. Getting to YES is an important principal of our division. I want you to spend the rest of the afternoon examining what what you have been doing and work with your team leader to figure out what you can improve. Both of you will report to my office in the morning with your findings.” Jill did not wait for a response. She turned and left. When she returned to her office, she called Bill’s team leader and told her about Bill’s problem and her expectations for corrective action.”

Jill said, “Getting to yes is an important principal.” She did not scold Bill for breaking a rule, but rather for failing to comply with a guiding principal. Guiding principals liberate leaders and employees from restrictive rules that require and prohibit behaviors by establishing clear boundaries, not rules. Employees operate within their boundaries established by guiding principals without fear of breaking some arcane rule. Employees use the principals to break the molds of past successes improving the organization. Sometimes people make mistakes, but in principle based organizations, leaders allow people to learn from errors, reorient themselves, and continue on the path to success. Guiding principles establish boundaries, not specific routes, for people to travel to achieve successful outcomes.

In the example at the beginning of this post, Bill probably violated several rules in his organization. Jill elected to call out Bill for violating a principle instead. According to Robert McDonald, Secretary of Veterans Affairs, “A rules-based organization is a safe place to work…because as long as you follow the rules, you’re never going to be criticized. You go to the General Counsel for each opinion, so you never have to take any personal risk.”1   boundry-jesse_loughborough Rules tell each employee what to do and what not to do in a given situation. The problem with rules is no organization can write a rule for every situation, and organizations like the VA have tried. Often rules conflict in a given situation. When faced with a situation not covered by a rule, or one where the rules provide conflicting guidance, people have to make decisions. That is why guiding principles are necessary.

Guiding principals, sometimes called values, are a short list of ideas that establish behaviors for employees to accomplish the organizational mission regardless of the situation. In some organizations, they establish their guiding principals a single words like, duty, honor, country. Others may use short phrases like, get to yes, respect all stake holders, continually improve. Organizational leaders boil down ideas until only those most important remain. An area cannot be established with less than three points. More than seven and people will not remember the principals; the area is too large.

The following morning Bill and his team leader Jane were waiting outside Jill’s office when she arrived. After being invited into her office, Bill explained to Jill that he and Jane spent the afternoon reviewing his sales pitches. They discussed some small improvements he could make to be more effective. Jane told Jill that she would check in with Bill a couple times in the next week to review his progress and make additional refinements to help him get to yes. Bill said, “I’ve learned the importance of seeking help when I need it to deal with frustrations.” Jill smiled. Bill’s outburst helped her develop Jane’s leadership skills and Bill’s sales skills. Had she just reprimanded Bill for disturbing other sales representatives, neither Bill nor Jane would have grown.

Leaders who use guiding principals establish markers to follow allowing freedom of choice cairns-sean_munson.jpginstead of rules that fence in options. Guiding Principals develop effective organizations. They create a climate for employees and junior leaders to safely take risks within established areas. Leaders use mistakes as learning opportunities for the employee and others. Employees respond to increased trust by finding improved ways to accomplish the organization’s mission. All stakeholders receive the results they expected. By using guiding principals, people find their own route to success within establish boundaries. Now is a great time to review your organization’s principals and determine how you can improve them for increased success in the coming year.


Footnote


Photo credits

Cubical: Drew from Zhrodague from Flickr.com

Fence: Jesse Loughborough from Flickr.com

Cairns:  Sean Munson from Flicker.com

All used under Creative Commons Licenses.

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Depth on the Leadership Bench

Everyone recognized Sally and Bill were great leaders. Sally led of her group for six years. Bill ran his group for two years under Sally’s leadership. Sally groomed Bill in the preceding year to replace her. After she moved on, Bill easily assumed the leadership position and started looking for his replacement.teambench-fraser-mummery Developing employees into leaders prepares organizations for both attrition and unexpected opportunities. Both Bill and Sally understood the importance of developing their next leaders for continued organizational growth and sustainment of excellence.

Many supervisors are managers rather than leaders. They are not entirely to blame. Often they were never taught how to be leaders. Why should anyone expect them to be able to teach others how to lead. Managers manage resources; leaders lead people. If an organization only views their employees as resources, they manage rather than lead them. The result is poor performance, crisis after crisis, failure to complete projects, customer dissatisfaction, and lack of growth. Failing to groom today’s managers to become leaders begins a downward spiral in leadership. Supervisors who are not exposed to leadership principals cannot pass them down to their rising stars and the bench becomes weaker.

Organizations choosing to develop leaders sometimes loose rising stars to other organizations because of the lessons they learned. Often those leaders stay even when offered more money or other incentives. They recognize organizations that value leadership through training have more to offer than money. When one star moves on, the boss turns to the bench to replace the loss. Organizations that teach leadership never have a shortage of qualified leaders. They are always looking two or three levels down selecting and training their future leaders. They have depth on the bench so the loss of one quality person does not cripple the rest of the organization. These organizations recognize developing future leaders is the most important thing they do.

leaderropes-nelohotsumaOne up and coming leader recognized the importance of developing young leaders. He examined everything the new guys and gals needed to know. He recognized it would take hundreds of hours to teach them everything. He faced a choice to move forward teaching a little at a time, or to become overwhelmed by the size of the task and quit. He decided to start small, directing three of his proteges to read an article on leadership. The following week he brought them to lunch to discuss what they learned and what ways they could apply those lessons to their own activities.

At the end of the meeting, the manager handed out three copies of the latest book on leadership theory. He challenged them all to read it in a month and gave them a date for their next lunch together. He assigned one of the younger rising stars to facilitate the next discussion. Over the course of the month, the manager met with the young woman to check her reading progress. He taught her how to facilitate the discussion at the next meeting. She did a great job resulting in the other two employees begging for a chance to run the next session. Before long, the manager’s leader development program was recognized across the organization as a model for success. Soon the leader and his followers each were selected for other leadership assignments. The big boss looked at the bench and picked someone to replace each of them and continue the cycle one little step at a time.

Leadership development can be as simple or complected as one wants to make it. Starting slowly allows the organization and its current leaders to find what works. Whether you train your people or not, some stay and some accept other opportunities. Training your future leaders today ensures your bench has depth for the future. When one person leaves, you can bet there will be someone waiting to step up to the challenge knowing they will have the training and support necessary to succeed. In order to experience continued organizational growth and sustainment of excellence, organizations must develop their next level leaders’ skills to develop depth on their bench.

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Photo Credits:

1BN Boxing Team-Fraser Mummery from http://www.flickr.com/photos/73014677@N05/8491853894/in/photolist-dWoYj3-nP6dus-eTVQZn-nFA2Z9-88jr2T-8TLXPF-dUdUqs-9LsNd7-dU8iYa-dUdQwC-n5kvSj-8YcqLU-a1YCNe-dU8cMD-4n4HcF-4CPZhg-eaFCpK-dPgkkg-fCdH6m-fEfvJu-nFFVgg-5KAmwB-8ktTwC-e36jea-hE5oza-49HGS-fAzYDB-4CUy9J-bempLr-8kqWBn-nP7dAM-f7HJ24-8RF5To-rv5yd-dU8jjk-a2QE3r-8tihQC-GYc1M-9uwcTm-dUdQ5Y-oL3fTH-dU8hia-8ku5Rw-8kqUgt-ahCwjp-aVheZ-dM7t9r-Bo2Y4E-fCWz4n-deEtb9 cropped by author

 

Both photos used under Creative Commons license

Wandering Leaders

Colin Powell said if people stop bringing you problems you’ve stopped leading them. People cannot bring you problems if you are not accessible to them. An old management maxim is leading by wondering around (LBWA). wander-david-gutierrezThere is more to wandering than aimlessly walking around. For LBWA to be effective you have to wonder around the areas and among the people least likely to otherwise have access to you or that you would ordinarily see. People only bring problems to accessible leaders. You have to be accessible to hear people’s concerns.

Imagine an organization really dedicated to providing training to employees from experts within the organization. The leaders send these experts to school to learn best ways to train others. They develop training programs to take to field sights where people work. They advertise the availability of the training to lower level leaders, yet none of the organizational sub-units request the training. The leaders figure they have prepared the wrong stuff, or that the training is not wanted nor necessary.

Some time later as part of a periodic organizational assessment, select members of the organization’s headquarters visits a branch office. During the visit staff look at records, business activities, and leader actions. The office fails to meet the organizations expectations. The head of the visiting team asks the local manager why they did not request the training the organization worked so hard to develop? The answer, “We did not know about it.”

Now instead of just emails. Posters, fliers and other traditional advertising, corporate sends out key leaders to branch offices and operations months before a scheduled staff visit. The leader meets with the local manager and tours the facility. She notes the same deficiencies and asks the managers plan to correct the problems before the inspection. The manager states they have a bunch of new people and lack the resources to develop a ground up training program. The senior leader talks with the manager about the training prepared by central office for just such situations. They set up a time for the leader of the training branch to visit and assess the location’s training needs and works with the local manager to identify the training available. The training branch sends out training teams to meet the need. Several months later the branch passes inspection.

The manager is invited to the central office to talk to the c-officers about her experience with the training branch. They learn that even though the training was well advertised, the tasks, purposes, and abilities of the trainers was never fully communicated to local managers. The manager points out the only reason the became aware of the available opportunities was because the senior leader paid a visit providing the manager access to the organizations leaders.

As the meeting breaks up, the local manager looks across the table to the training branch chief. “Because of the training you gave our foremen on how to assess processes, we have identified several employees who need some training. Can you have the process guy call us so we can schedule a training for them?’ The training manager is thrilled at the request. The CEO is impressed the local manager asked for help and that the front-line leaders have been empowered to conduct assessments and request assistance for corrective actions. The change was the local branch having access to the leaders in the organization.

If organizational leaders never go where the work is being done, their junior leaders rarely have the opportunity to bring problems to them. Opening the lines of communication between organizational leadership levels allows junior leaders to bring their problems to those best able to achieve success. Junior leaders who lack access to their bosses never bring problems up. When people do not bring your problems, you are not leading, but allowing others to lead for you. Get out of the office and go to where the real work of your organization is done. Lead by wondering around.  Only then will people bring you their problems.

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Photo credit:  David Gutierrez from flickr.com under a CC license.

Respect & Forgiving Misteaks

Leaders in learning organizations demonstrate two critical qualities: respect and forgiveness. Most people learning new skills make mistakes. People stop creating in organizations lacking tolerance for honest mistakes. Respect instills confidence for people to try new things. They their first attempts result in failure, yet respect acts as a safety net encouraging more attempts. As workers gain courage and skill, eventually succeed. Respect allows forgiveness; forgiveness spins the safety net of success.

spilled.milk-elycefellzForgiveness is often seen as a weak, outward display directed at those who offend us. Unlike respect, viewed as strong, outward behaviors directed towards others, forgiveness is a strong, inward action directed towards ourselves. Holding grudges does little to change someone’s behavior. Instead, grudges harm the holder, preventing him from developing better relationships.

Years ago two people worked together in difficult circumstances. The leader treated him well and thought he earned the other’s respect. One day the leader became aware his previous employee blamed him for many things that occurred on the job. The employee held that hatred for years. The employee’s hatred of the leaders offenses did nothing to harm the leader who was unaware of his offenses. The hate attacked the employee everyday, preventing him from achieving greater successes in life. The leader moved on in life, building new and better relationships and increasing his successes. The leader was was hurt after learning of the grudge because he believed he did the best I could do at that time with his skills, knowledge, and abilities. He reached out seeking forgiveness from his former employee bur received no response. I suspect the employee still blames his former boss for many of the bad things that occurred during the time they worked together. The boss offended and was offended by others during that time. He carried grudges against some people for a while. He forgave some people and some people forgave him. One day the boss met one of those who offended him and realized they were clueless he was angry with them. He noticed the person moved on and felt no pain from his lack of forgiveness. In a period of reflection the leader realized forgiveness was not about the other person, but rather about him. Once he learned to forgive, life improved.

No matter how hard we try, offending others is inevitable. Often we do not realize our faux-pas and therefore see no reason to say, “I’m sorry.” For those who do not understand forgiveness carry their hate while the offender remains blissfully ignorant of their mistake. Forgiveness is a vital part of respect because acting respectfully to those we hate is hard. Forgiving requires releasing hatred.

Without respect, others lose confidence, fail to grown, or learn new skills. It is equally difficult to hold a grudge against someone we respect. Leadership is about influence. There are plenty of examples of leaders applying influence motivated by hate. History views those leaders as failures. People who learn to lead from a positive influence motivated by respect gain more power permitting even greater influence and success.

Many of the problems facing our nation and the world revolve around forgiveness and respect. Examples of extreme grudges include mass police murders in Baton Rouge, people protesting police violence coming under fire in Dallas as officers protect the crowd, terrorism in France, a military coup-d’etat in Turkey, Islamic extremism in the Middle East, Muslim against Muslim, Christian verses Christian, Jew fighting Jew, and each against the other because of hate and disrespect.

Violence is not an answer for past slights, insults, past violence, or perceived disrespects. Jim Collins talks about the fly-wheel effect in his book Good to Great. Acts of violence begin a downward spin of of the violence fly-wheel; every additional act increasing the fly-wheel’s momentum. Forgiveness acts as a break on the violence fly-wheel.

Treating followers respectfully creates a positive position for the leader to gain increased influence. Good leaders recognizes everyone makes mistakes. Instead of being offended by a follower’s error, a good leader forgives, respectfully corrects, and allows the person to try again. This cycle allows growth and improves the organization. Grudges hold back offended parties. Offended parties may seek to retaliate through acts of violence. Recognizing most people do not intend to offend us with their actions allow us to forgive. Forgiveness stops grudges and restores peace. Respect is the greatest gift we offer others; forgiveness is the greatest give we give ourselves.


Photo from elycefellz on flickr.com  Creative Commons License https://creativecommons.org/licenses/by-nc-nd/4.0/

Everyone Needs a Mentor

“Every Soldier needs a Sergeant.” is an old Army adage based on the traditional role of Noncommissioned Officer taking care of their men. More senior sergeants use the phrase to encourage new platoon sergeants to look out for their young lieutenants with the understanding that the lieutenant is in charge, but the sergeants know what needs to be done, why it needs to be done, and the correct way to do it. Smart lieutenants understand the wisdom of their sergeant’s advise and follow his lead.

TelemachusMentor

Career progression outside the military is less clear. What works in one company or organization does not work in the next. Even if you are the boss, like that young lieutenant, you need a trusted, wise guide to show you the path to success no matter how you define success. Like the old Army saying above, everyone needs a mentor.

It can be difficult to find a good mentor. Mentors are trusted guides. Typically mentoring relationship occur voluntarily between a person with less experience and another who has accomplished similar goals as the protege. The relationship is characterized by mutual trust and respect. Frequently these relationship occur outside supervisory channels.

Good mentors are interested in the success of others. They help their protege gain confidence and encourage growth. Mentors serve as role models. Mentors help their protege develop achievable goals, identify steps required to accomplish those goals, and as a result increase the likelihood of success.

Next time you take on a new task, think about finding a mentor to guide you along the way. You may find their experience leads you down paths you never would have found and methods to overcome obstacles. Every journey is an adventure, but with a mentor to guide you along the way, you improve your chances of reaching the end of the road and achieving the success you envisioned at the beginning of the trip.

http://www.12manage.com/methods_mentoring.html