Strategic plans, work plans, goals, action items, tactics, timelines… these are all fantastic tools for strategic leaders. They are important, and even necessary, to help leverage people’s work efforts and accomplish organizational mission. But we all know that our best laid plans can be disrupted by problems and opportunities during the year.
In those cases, what is a strategic leader to do? Abandon all hope of strategic planning and just go with the flow? Dump your plan and stay in reactive mode? I think not!
One strategy my team used to plan for unexpected problems or opportunities was a priority-setting brainstorm session. We identified criteria that should be used in prioritizing the activities we already have in our work plan as well as any new work that might emerge during the year. Some of the questions we explored included:
- How should we set priorities?
- What criteria do strategies or activities need to meet in order to be included in our work plan?
- What goals and guiding principles should we be consistently supporting as a unit?
- Does new work need to meet ALL priority-setting criteria or just some?
It was a fruitful discussion that helped us anchor our work plan and work priorities in overarching goals for our division and the system. We discussed the impact of our work, our customer’s needs, and the environment in which we work. We also had a useful conversation about how we want to work together as a team, and we agreed upon our own set of operating principles.
Since that conversation, I’ve noticed some of my team members have been more mindful of high-level priorities and have increased confidence in setting boundaries with other colleagues. In fact, just today I was copied on an email one of my team members sent to a colleague, explaining that a particular project would need to sit on the back burner until her higher priority work was completed. Now that’s leading and working strategically.
Becoming a transformational leader can seem intimidating. It can seem like something you are either born to be or not. In reality it all starts with getting your daily steps in. Sometimes called “management by walking around” as described in the Tom Peters and Bob Waterman 1982 bestseller In Search of Excellence.
An article in one of my favorite resources for leaders, the website MindTools: Essential skills for an excellent career, highlights how to connect with your people and build the relationships that lead to transformational work by getting your steps in!
“Management by wandering around” does require more than just aimless chatting or random office visits. MindTools encourages leaders to:
- Relax – take a deep breath, calm your mind and make it easy for people to be open with you.
- Listen and Observe – take the time to understand your people and demonstrate genuine interest in their perspective.
- Be Inclusive – wander everywhere, strategically plan to connect with your whole team.
- Recognize Good Work – encourage people to share what they are proud of and give specific compliments.
- Spread the Word – share what you hear with others and share what you know about the work being done.
- Embrace Chat – learn more about people’s non-work interests and lives. Demonstrate that you are aware they are more than just what they do at work.
- Don’t Overdo It – don’t hover over people or become a distraction.
- Review Your Conversations – assess what you have learned, take action and solve problems.
Transformational leaders know their people and know their work.
Last Wednesday, my team and I met for a long overdue planning session. (The photo featured here depicts some of our work.) Usually we conduct these every summer and spend a day off-site to re-focus on our mission, review our collective work from the year before and to set goals and priorities for the year ahead. Needless to say, due to staff turnover and my absence on medical leave, we didn’t get around to this important task until October.
In our two-hour abbreviated planning session, we still made time to include a discussion on each person’s “big ideas” for enhancing the programs, services, and resources we deliver to our campuses. And we talked through a draft workplan for this year in record time. While it wasn’t ideal…I would have liked to have had more time for everyone to discuss their ideas in detail…it was a start to reconnecting as a team and continuing to c0-create a desired vision for the near-future.
When I look at the Bass’s 4 I model of Transformational leadership, planning sessions are a key tool that leaders can use demonstrate Inspirational Motivation. If you recall from last Monday’s post, it was defined as:
- Inspire and motivate followers by providing meaning and a sense of challenge to their work.
- Involve followers in creating a desired vision for the future
- Communicate clear expectations
- Demonstrate commitment to shared goals of the team
Team planning sessions involve followers in creating a desired vision for the future. Documenting what happened in those planning sessions through a workplan can help set clear expectations and demonstrate commitment to shared goals. In addition, making sure that your team is grounded with a set of guiding principles or goals helps to provide meaning for everyone as they work together and contribute to the good of the organization.
What other tools, processes, or behaviors have you used to demonstrate Inspirational Motivation? Please feel free to share your expertise and leave a comment below.
As a confirmed and proud introvert it is hard for me to reach out and ask for help. Others of you may be confident extroverts and struggle to truly listen to others. Either way, when you transition into a new leadership role it is crucial to take the time to initiate conversations and to spend time listening to what others have to say.
Peter Daly and Michael Watson, authors of The First 90 Days in Government: Critical Success Strategies for New Public Managers at all Levels, describe five crucial subjects or themes that new leaders need to understand as they move into a new role or take on a new project. This requires having the following “the five conversations” with your leader or colleagues.
- The Situation Conversation – discover how your boss and others perceive the current standing or status of the overall organization and your unit. Your goal is to ensure a shared understanding of the challenges and opportunities you face.
- The Expectations Conversation – define, clarify, and perhaps, negotiate what success looks like for you in your new job.
- The Style Conversation – discuss and determine how the relationship with your new boss and colleagues or stakeholders will work. How do you each prefer to communicate, what boundaries exist, how are decisions made, and how frequent do you need to interact to ensure trust and success.
- The Resources Conversation – determine what resources are available, what you believe you need, confirm how resources are allocated and begin negotiating to ensure access to critical resources.
- The Personal Development Conversation – mutually identify opportunities and expectations for continual development to ensure success in your current and future roles in the organization.
In reality these will not be distinct one-time conversations but they are a framework to help leaders strategically approach the transition to a new role.
Posted in change and transition, communication, Leadership, organizational culture
Tagged asking questions, career development, Change, communication, Leadership, leadership journey, organizational culture, questions, self-awareness, stakeholders
As a kid the start of a new school year was both exciting and a little unnerving. A chance to build on what you did last year and a chance to make a fresh start!
Similarly, when you are a new leader or an experienced leader each day is a new start. A chance to build on your experience and the opportunity to make a fresh leadership start.
Amy Jen Su, author and co-founder of the executive coaching and leadership development firm Paravis Partners, encourages leaders to “step back and think about your leadership presence and if you are thinking, saying, and showing up as you most hope to and intend.” In her Harvard Business review article she highlights four key fresh start actions for both new and experienced leaders.
- Set or update a leadership values-based goal. Your people pay great attention to what you do and how you do it. Having an aspirational other-directed goal to guide your daily decisions and actions will directly impact the perceptions your team has of you and will strengthen your relationships at work.
- Continue to develop and increase your emotional intelligence and situational awareness. Leaders get work done through others and everyone on your team is different and every situation is different. Different motivations, different perspectives, different backgrounds, different experiences, and on and on. You need to be agile and adaptive. A starting point is to ask yourself the following questions before important interactions:
- Who is the other person or audience?
- What might their (not yours) perspective on this topic be?
- How are they best motivated or what is most important to them?
- What is unique about this situation, what variables are important here and now?
- What are the optimal outcomes in this situation, for these specific players, for our team, for our organization?
- Be clear and direct, with respect. Leadership is build on two-way dialogue and trust. Leaders need to be clear and open to other perspectives – at the same time.
- Know what you think and what is important to you – what are your convictions.
- Ask, listen and acknowledge – provide space and acceptance of other points of view.
- Share the WHY – include context, connection to personal and organizational priorities, and alignment.
- Be a stable and grounded presence in the face of change, stress, or difficult news. People need to feel safe bringing you news, even bad news. Otherwise you will end up in a vacuum with no information and no ability to make a difference. In addition, your team will look to you and mimic how you react to stress and changes. It is important to be genuine but prepared to demonstrate your leadership presence, even in tough times.
Fresh starts are exciting and a little scary. They give us an opportunity to reflect, build on what has worked and try something new.
Posted in building teams, change and transition, communication, Engagement, Leadership, leading authentically, trust
Tagged confidence, culture, feedback, motivation, purpose, stress, transparency, vision
It is tempting to focus on the new beginnings as a leader. We craft messages that highlight the benefits of the new system or the new structure. We glowingly describe the advantages of a new procedure or we document the potential dollars saved “after” the change is implemented. Yet study after study have confirmed that often we never reach the hoped-for Shangri-la.
William Bridges, in the 25th anniversary edition of his ground breaking book, (Bridges, William. Managing Transitions: Making the Most of Change. Da Capo Press. 2009.) counsels leaders to actually meet their people where they are at, the endings they are facing! All new beginnings include something ending or being lost. When we only focus on the new beginnings and ignore that our people are losing something we won’t get to the new beginning as smoothly or successfully as we hope.
Think about it, a new school year also means the end of unstructured summer time. A new leader also means the end of knowing how your previous leader liked to get updates. Or a new house also means not knowing where the closest take-out pizza place is!
It isn’t necessary, or even advisable, to wallow in the losses and endings but it is important to start there to ensure a better transition to the new beginning. Specifically Bridges advises leaders to work with their people and make sure they understand what losses they are experiencing. It may be a loss of:
- or many others
While many of these losses can and will be replaced or redefined you can help your people understand what is actually ending and what isn’t ending. As an example, the human resource division at Minnesota State is changing to a service center model for HR transactions. Most employee record keeping and status changes will be done by staff at four regional centers. Campus HR staff will clearly feel a loss of direct connection with people on their campus since they won’t be processing the paper work in this new model. It is important for campus HR leaders to acknowledge that loss and also highlight that their staff will still have have access to employee records. They will be able to answer questions and will still have a personal relationship with the faculty and staff on their campus. Lack of clarity on what is ending and what is staying can lead to the natural tendency to over estimate what is ending!
Yes, the new beginnings are bright and shiny but we need to see and acknowledge that our people are experiencing some losses and endings if we want them to join us on the other side of the change.
We all know that leaders need to communicate about change, and there’s an overwhelming amount of advice about how to do that. It can be hard to figure out how to create the strongest messages.
Make Change Work, by Randy Pennington is a guidebook for communicating about change. It provides five practical questions to help craft your change messages. Pennington says people want to know:
- What is changing and what will the new way look like?
- What does it mean for what I do on a daily basis?
- Will this make a difference?
- How will success be measured?
- What is the leadership support for this change?
In a review of Pennington’s book, Carol Kinsey Gorman made an important observation: it’s not only what you say, it’s how you say it. Answering these questions is critical, and it’s equally important to deliver the message in a consistent way. Whether we’re presenting to a large group or discussing change one-on-one, our body language speaks as much as our words. Do our actions convey that we really support the change? Do people believe that our feelings match our words?
I once had a leader that was great at this. She identified a few key points about the change and delivered them consistently, regardless of the situation. Her words and actions were aligned. Because of this, people trusted her information and valued her assessment of issues related to the change. She was able to be a strong advocate for the change effort.
What is one thing you could do this month to strengthen your change communication?
Dee Anne Bonebright