“Well, I guess if I get some 360 feedback that will help address some of the leadership challenges I’ve been experiencing.”, said Eduardo, a Senior Vice-President with a major EPC (engineering-procurement-construction) corporation . “I think it would be a good start Ed. However, 360 feedback is where the rubber hits the sky. Feedforward is where the rubber hits the ground.”, I responded.

“So what is feedforward?”, Eduardo inquired. “Well, it’s essentially getting suggestions from those impacted by your leadership, your stakeholders, around what it is you can start, stop and/or continue doing . . . what it is you could change . . .  about your leadership behavior that would help them do their work more effectively and fundamentally enhance their overall contribution. Does that make sense?” I asked. Eduardo’s responded, “Absolutely! However, if I did get feedforward from my stakeholders as you put it, how would I know if I’m being successful when doing it?”

“What I offer comes from our collective experience of coaching executives and leaders worldwide, and it is also  based on the research , findings and experience of one of the world’s leading management and leadership thinkers and his associates, Marshall Goldsmith. Keep these basic key points in mind if you want to engage in a successful stakeholder centered leadership coaching initiative. Of course there’s more involved, but these will get you going in the right direction.”

• Choose the behavior you want to improve – improve the leadership behavior that is important to you and be confident that you will indeed improve
• Truly want stakeholder input – pay undivided attention to and  geniunely hear your stakeholders’ messages/gifts
• Appreciate the feedback/feedforward –  take your stakeholders’ input seriously, be willing to respond to the input they provide and take the opportunity to reflect on what it is you are hearing
• Don’t give in to superstition of “negative” self talk - do a levelheaded cost-benefit analysis and commit with a decision on what leadership behavior you  truly want to develop
• Appreciate the help from all your stakeholders - commit to improve and, again, be confident you will improve
• Actively work on what you commit to improve - make every attempt to demonstrate your success and try to reduce the likelihood of a return to your old habits
• Eagerly gain your stakeholders’ insights - actually learn from their experience of you and focus on producing related measureable results

With the support of a highly experienced senior executive coach and confidante to partner with throughout the stakeholder centered leadership coaching process, success and fulfillment is well within reach, not to mentioned the strategic advantage created for your organization.

Thank you for taking a few minutes to read this. What specific leadership behaviors do your people need from you in order for them to be more powerful contributors? I would enjoy hearing any of your thoughts and feelings on this subject? Take care.

Here’s a gift of 5 actions you can start right now in service of strengthening your Leadership capabilities!

1. Build greater trust. You do this by ensuring that you follow up when you say you will. Lack of follow up, putting promises on the back burner because your busyness is the priority, or dismissing the promise to follow up as not really that important can dramatically erode trust. Instead of espousing intentions to follow up, commit to doing so and DO IT, whether you are managing up or down.
2. Put on your big set of listening ears. People want to be listened to, they want to know that you care. Practice harnessing your energy that hungrily wants to take over every conversation and anxiously move things into action. Just decompress for a moment a really listen to your staff, customers, peers, team members . . . hell, even your boss. If you want to develop high contributors, they need space to be heard and acknowledged . . . by you!
3. Increase your self-awareness. How are you showing up for others as a leader? Don’t know! Contact your Human Resources people, Organization Development professionals or your RWBA executive coach to be in service of your finding out what processes, instruments or other support might be available to help you understand yourself better and leverage that knowledge into stronger top and bottom lines!
4. Be a better relationship builder. Vertically, horizontally, and diagonally . . . throughout the organization.
5. Model great leadership to others. You’ve got to walk the talk. Your direct and indirect reports emulate the leadership that they experience with you. Are you proud of everything that you do? If you had to pick one leadership behavior to work on, what would that be? How can you assure you can successfully change that behavior?

Most importantly, have fun with these thoughts and enjoy yourself!

“What happens if you walk out the door and get hit by a bus?” It is not unusual when dealing with leaders in our coaching conversations when a question similar to this surfaces. There’s usual a bit of chuckling involved and an exchange of humorous comments before we get down to where the client wants to go . . . the serious five-sixths of the iceberg below the surface of the initial discussion. There is a tendency for some leaders (not you of course) to feel infallible and indestructible. This can get in the way of building greater capacity in those who report to us.

The metaphor of ‘the bus’ comes in many forms. If a version of the bus does in fact unexpectantly run over you (note Schultz’s Law: Murphy’s an optimist), then who is able to seamlessly step into your shoes should you find yourself temporarily out of the game . . . on the sidelines as it were? Are you ready my friend for such an event? Quickly filling the leadership pipeline is one of your major responsibilities . . . your organization should not expect less! As an executive coach who works with clients around the world, I have the slight luxury of a broader perspective of organizations . . . both private, public and not-for-profit sectors. In fact, this year to date I have seen three key senior leaders be unexpectedly moved over to the sidelines in their respective organizations. One leader, a Vice President – Operations, recently reflected on just such an experience. They shared just how thankful they were for the executive coaching support that was in service of their ability to see the value of changing their leadership behavior of shifting from a high need for absolute control to that of developing a greater capacity in others to grow, develop and increase their skills and abilities to take on increased accountability and delivery of high quality results . . . not to mention dramatically enhanced levels of professional and personal satisfaction. The value of succession planning for this particular leader has taken on a whole new level of importance, not to mention for the organization. 

Letting go of the reins of control can be exceptionally challenging for any leader, yet the return on the invested time and resources for the leader, key staff, other stakeholders and the organization typically exceeds all expectations when (not if) the inevitable reality of an unplanned highly stressful event occurs and readily takes the leader out of the game.

Should the inevitable surface for you, are you or your organization able to operate at you’re the most effective levels? Are you truly able to successfully step back and confidently address the presenting issue when temporarily sidelined? I would be most interested in hearing your thoughts, your truth, when the bus comes screaming through your world.

The CEO, who I have been coaching over the past four years, called and said, “I think it’s time that we expand our coaching arrangement!” “So, what do you have in mind?” I asked. My client responded, “Well we’ve been engaged in a series of strategic planning events where frankly the rubber has been hitting the sky. Now it’s time for the rubber to hit the ground? We need to make those organizational changes that will assure our strategic success, starting with our Executive Leadership Team!”

My client continued by stating, “A primary objective that we need to quickly address is how we operate at the Executive Leadership Team level. To me Bob, our ELT is the number one team in the organization. All of our other line and staff teams, although very important, are secondary to the ELT. For us to achieve our strategy, the ELT needs to be high-performing. My direct reports don’t appear to get this concept, and if this situation continues, we’ll never achieve our current strategy! We appear to be a high-performance team in waiting!”

Together, the CEO and I co-designed an approach that would support the ELT in accelerating their growth and development. We co-designed a diagnostic method that would produce critical baseline of data and information on the ELT’s effectiveness. We did the same for presenting the foregoing results in a positive, non-threatening, supportive, and motivating way.

Because the CEO is a very big picture, strategically oriented individual and the balance of the ELT members are very here and now, data driven individuals (which spoke volumes in and of itself), the data and information collected was presented in a way that fully met their need for facts and numbers that would allow them to move forward as quickly as possible in order to strenghten the ELT’s ability to work more productively together and produce the necessary results.

Our design and process incorporated in part the key concepts developed by Pat Lencioni with a focus on further strengthening the ELT’s ability to:

1. Create Confidence in Each Other – this included the ELT’s comfort level with each other at a profoundly emotional level, a deeper knowledge of each other beyond what they thought they knew, including their personalities and preferences, levels of openness, and the ability to safely be authentic, open and candid with each other.
2. Manage Differences Between Members – the ELT’s capability to be frank with each other in a non-threatening way, call a spade a spade, not take things personally, and to integrate each other’s needs in the development of strategic business plans and actions that would powerfully move the organization forward.
3. Take Full Responsibility For Making Agreements Happen – out of an integrative approach to managing differences between each other, ELT members became individually and collectively much more able to step up and take full responsibility for commitments, these being recapped at the beginning and end of each and every ELT strategic and operational meeting.
4. Hold Each Other’s Feet to the Fire – each and every ELT member understands that they are fully accountable for delivering on their commitments as well as collectively tracking each others’ progress. This means not just being accountable to the CEO, but more importantly holding each other accountable. To this end they do not hesitate to challenge each other when commitments are not being met, acknowledging and championing each other, all in service of each other’s success and ultimately that of the organization.
5. Focus On Both Top and Bottom Lines – the ELT exclusively focuses on achieving specific strategic and operational top- and bottom-line results that have been fully committed to. They place their departments, career aspirations, or ego-driven status completely behind the agreed to collective results that define the ELT’s and the organization’s strategic advantage and success.

The journey with the ELT still continues. Momentum being built is truly wonderful to observe. Authenticity between the ELT members continues to expand and deepen. The connection between the organization’s bottom line and top lines is being much more clearly and concretely realized, and at times with amazement by ELT members. The motivation to move forward with each ELT coaching meeting continues to escalate (and quite frankly was a real concern for me at the beginning of this particular intervention). Oh, the places they’re now going!

If you have had similar experiences, I would love to hear about them. If you’re interested in exploring possibilities with your leadership/management team or project group, let’s talk. In the meantime, let me leave you with this inquiry: “What are the possibilities for team/group coaching from your perspective?” Your comments and observations would be most appreciated. Take care.

We received a call the other day from Tony, a CEO of a major oil and gas company, who shared with us that he was quite concerned about one of his key executives. He said that Frank  had been recently promoted to replace a key member of the ELT (executive leadership team) who had retired about nine months ago. He bluntly stated, “Frank doesn’t appear to be working out the way I had hoped and is quite frankly derailing! Can we explore the situation and help me better understand why some leaders derail and and some don’t? What can I do about it?”

These are not uncommon questions that are raised by our corporate clients from time to time. In our executive coaching conversation with Tony, it was noted that The Centre for Creative Leadership found that approximately 50% of high potential managers and executives derail. Contributing to this is the fact that the initial technical and problem solving skills that had fomerly served a number of these derailed leaders well now can’t be relied on to address the increased complexity of operating at a more strategic leve, nor the resulting demands placed on their leadership that are typically changing from day to day, never mind month to month, or year to year.

Further, research has indicated that those leaders who are in fact successful in their leadership roles exhibit some of the following characteristics:

1. They tend to be highly flexible and responsive to change
2. They have a powerful ability to navigate through ambiguity and complexity
3. They pick things up very quickly and in a variety of circumstances
4. They are able to coach, facilitate, coordinate and develop their teams in a variety of circumstances with many different types of people
5.  They are highly grounded, self-manage themselves and work with others well under highly stressful circumstances
6. One of their mottos is ‘Feedback is the breakfast of Champions’ and thus constantly seek it out from those all around them
7.  They are quite aware that their strengths when overused in fact become their weaknesses, and those identified become their primary focus of professional/personal development
8. They readily acknowledge and champion their people, no matter how small the contribution or how challenging the initiative(s)
9. They are able to authentically share their thoughts, feelings and wants in equal amounts with their staff, colleagues, boss(s) and customers/clients, encouraging reciprocation, and do so with a strong sense of empathy and compassion toward others

Leaders having the potential for derailment include: the overly ambitious, the perfectionist, those who go it alone, over-managing, over-loyal to the organization, those who are over-controlling and 0ver-results oriented, single minded, too focused on technical detail, unduly personable and relying solely on relationships to get things done, having excessive fire in the belly, having too many things on the go, overly dependent on others, won’t be pushed off the mark, caught up with escalating-commitment, the constant need to be right, and loves to scrap with others beyond having constructive differences. 

To avoid derailment or to rerail, the leader needs to learn thoughtfully and constructively how to develop the team; strengthen strategic thinking and decision making; clarify specific expectations around deliverables and follow up; be self-aware and self manage under stress while at the same time being empathetic towards others; creating the right balance between collaboration, independent action and delegation; manage strategic alliances, assure functional strategic alignment and effectively manage differences vertically and horizontally. 

What’s been your experience? What have you learned as result and what did you do with it? What have you done with these insights? We would love to hear your thoughts and feelings on the subject. Take care.

It’s not unusual in our executive coaching to come across comments such as “I’m fed up with his micromanaging!”, “I want to make sure they do it right!”, “I need to make sure my group doesn’t make any mistakes!”, “I’m tired of solving everyone else’s problems!”, “I have to stay on top of them!”, “As the head of this organization, I’m getting exhausted working 24/7!”. The litany of comments like this are endless.

We find that leaders often don’t hold their people ‘Big’. Allowing their staff to tackle the concerns they own and to learn from the consequences of their decisions, using this learning to grow, become even stronger performers and contributors, and as a result more satisfied.

What happens more often than not is that the leaders not only holds themselves ‘Small’, unfortunately they also hold their people ‘Small’. Meaning, they interfere by giving them ‘solutions’ to their presenting problems, not allowing them to stumble, fall, get up and try it again until they successfully work it out, allowing them to mature as individuals and professionals.

It’s similar to raising a child. If you insist on ensuring they not run, fall, eat a little dirt, bump their heads, experience life . . . what normal kids do . . . this will only contribute to retarding their growth and development. We’re not talking about letting them get into serious trouble. That’s a given.

Rather, it’s about letting them experience normal day-to-day challenges and allowing them to learn from the consequences of their choices. From these life experiences they mature and grow into healthy, reasonably well balanced adults (god willing).

The same is true for leaders working with their staff. The choice is about either holding people ‘Big’ or holding them ‘Small’. The benefits of the former are clearly obvious once we think about leadership in this way.

Recently a good friend and colleague, Jake Jacobs, and I had a discussion on this very topic. Jake is a leader in the field of organization development, a noted author of cutting edge books on large-scale real-time strategic change and the Principal of The Winds of Change Group out of Marina del Rey, California. We continue having very rich conversations around potential synergies between Jake’s large-scale work and our executive/corporate coaching. You’re invited to listen to our most recent conversation on the subject of leaders holding their people ‘Big’ or ‘Small’. Enjoy!

    Click here to listen to our discussion!

 What’s been your experience on this? What are your insights? How might you leverage your learning? What is it you would like to do with this? We always enjoy getting your thought and feelings. Take care!

We often work with executives and leaders who experience enormous amounts of stress at work. As they say, ‘the closer to the top you get, the closer to the door you get’. In the compensation world, their total compensation is influenced by the size of the ulcers that go with the job. It’s also referred to as being in the grip. We’re sure you’ve  gotten our point .

Naomi Quenk wrote a wonderful primer called ‘In the Grip: Understanding Type, Stress, and the Inferior Function’ based on the personality type theory developed by Swiss psychiatrist Carl Gustav Jung. As Naomi mention’s in her work, Jung’s theory was refined and put into accessible form by Isabel Briggs Myers and Katharine Briggs, who developed the Myers-Briggs Type Indicator® (MBTI®) personality inventory.

As part of working with and addressing the issues when each of us feels caught In the Grip, it behooves us to take a little time to answer some questions. Being completely authentic and honest with yourself goes a long way in helping you deepen your understanding of the way you think, behave and remedy the causes that trigger in the grip  reactions. When you partner with a qualified executive coach, you’ll receive amazing insights and the ability to extricate yourself from this potentially devastating situation.

Naomi puts forward that there may very well be times when you feel or behave quite differently from the way you normally do. In other words, the way you see and react to everyday events at work is so unlike you that others you work with would describe you as “not being yourself,” “someone else” or simply “in the grip”. So here’s the invitation, try to think about how you are when you are most like yourself and how you are different when you are least like yourself by answering the following suggested questions from Naomi:

•  What are you like when you are most yourself? That is, what qualities best describe you or define you as an individual? For example, you might describe yourself as typically optimistic, careful with details, concerned about others, future oriented, and so on.  
• What are you like when you are not yourself-how are you different from your usual way of being?  
• What events or circumstances are likely to provoke the reactions and changes you experience?  
• What can you or others do to help the return process?  
• What can you or others do to hinder the return process?  
• What aspects of your work life are most satisfying and energizing?  
• What aspects of your work life are most dissatisfying and stressful?  
• How do you typically deal with chronic stress?   
• What new things have you learned about yourself as a result of your out-of-character experiences?

We have worked with many executive clients who have successfully addressed being caught in the grip.  Because of the great results  they’ve been able to experience, we thought you too would find the foregoing of interest. What was your take away? On a scale of 1 – 10 where is your stress level (1 = none, 10 = let me out of here!)? What’s your next step? We would enjoy hearing your thoughts and feelings. Take care.

“I can’t believe what he’s doing! We had an understanding within our leadership group that essentially says that if any of us, including our boss, were to consider making decisions that directly impact the rest of us, we would consult with each other first. The whole idea was to assure understanding, ownership and the opportunity to increase chances of success for any initiatives we advanced in our organization. Damn it, did that ever change.” said Kathy, the Chief Information Technology officer of a large software development firm.

“So what happened?” I asked. “Well he just went out and hired a new Human Resource Director without touching base with any of us. Not only that, the individual has now been with us eleven months and has been a total net drain on our resources instead of being a net contributor. We’ve tried to go for a ‘walk in the desert with Mike, our CEO, but he seems to be avoiding the blinding glimpse of the obvious for the rest of the leadership team.” Kathy then emphatically stated, “It’s just not working out and Mike just doesn’t see it!”

It sounds like a possible example of ‘escalating commitment’ on Mike’s part.” I responded. “Can you tell me more about what you mean?” Kathy asked. “Well,” I went on, “It would appear that Mike has made a decision to hire this person based on what clearly seemed very rational to him at the time. Unfortunately, he didn’t consult with you and the rest of the leadership team to assure the successful transition for the individual into your organization as would have normally been expected. This apparent lack of expected consultation has exacerbated the situation.”

“Does this make any sense so far?” I inquired. “Absolutely”, Kathy replied, “Please go on.”  ”Given what you’ve shared thus far about the HR Director’s performance to date and her inability to fit in with your team, Mike has continued to escalate his commitment to the original decision even though things have changed considerably.” I then asked, “What do you think is behind this given your knowledge of Mike and the situation?” 

“Personally”, Kathy went on, “I feel Mike’s ego has gotten in his way and he’s simply digging the hole deeper for himself and the HR Director. If he doesn’t get on top of this, and soon, he will lose a lot of credibility with the rest of the team . . . not to mention his boss Frank. I think the rest of the team feels that what Mike really needs to do now is to stop sinking any deeper before it’s too late, pull the plug out, get back on hard ground by revisiting his decision given the changed circumstances. It would not only be fair to the organization, to Mike himself, but particularly to the individual in question who is no doubt experiencing a lot of pain and anguish herself.”

“Given your thoughts and feelings so far, what is it you think needs to be done?” I asked Kathy. “It’s pretty clear that a number of us need to connect with Mike and encourage him in a very honest and supportive way to address this directly and create some kind of win-win solution for the organization and the individual before it deteriorates any further.” 

“By when I asked.” “Given the sense of urgency, we need to do this by the end of the week.” “How will ‘we’ know it’s been done in follow up?” “I’ll send you an email right after we meet with Mike. Will that work?” Kathy quickly responded. “Sounds like a plan to me my friend. Let me know if I can be of further service in your making this happen successfully.”

“By the way, what’s the concept we just talked about called? It clearly described this situation in a nut-shell.” asked Kathy. “It sometimes referred to as ‘escalation of commitment’ or ‘irrational escalation’, as well as ‘commitment bias,” I shared.

Have you observed escalating commitment in your organization? Is this a personal Achilles Heal? Your observations and opinions are most valued.

“I really don’t like doing it!” claimed Frank, the Senior Vice President, Business Development with a large corporate leader in the energy business. “Doing what?” I asked. “Control. I hate finding myself in the position to have to control my direct reports. It just doesn’t feel right.”

“So what do you want to do?” was my response. “There must be some other way!” Frank said in frustration (always a green light for my executive coaching). “Do you remember when we talked about the four key components of management a few weeks ago?” I inquired. “Yeah, I do” stated Frank. “So what were they?” I followed up.

“Well, if I can remember the first was good old planning. Then, I believe the next was getting organized around supporting the plan. Oh yeah, next was leading. This is about truly caring and creating the environment for my troops so that they become more motivated to make it all successfully happen, thus driving up their work effort resulting in high quality performance . The last component was about control. OK, now I remember, it’s about controlling the plan, not my people. I know you really emphasized this last piece when we previously discussed this. Man, I’ve got to really get this into the marrow of my leadership bones. It’s about controlling the plan and motivating my people!”

“Great on you my friend for getting this clear. Around the motivating piece, here’s a small gift that might help you. As I’ve said many times in our past coaching conversations, you can either keep it or throw it in the garbage. I’m never attached to gifts given to you. This particular one has worked well for both myself and many of my executive clients. By the way, I’ve been unable to identify who the author of this is, but here it goes.” 

HEALTHY CARING IS  

I can listen to you without interrupting

Because I am in a working relationship with you, I choose to listen to you and see how my behavior impacts you  

I will not control and manipulate you to get what I want

I will not punish you for saying “no” to me  

I will not fear your rejection. I understand that “no” to me is a “yes” to you. I truly care about you. I want you to take care of yourself  

If you end up leaving our group . . . the organization . . . I will experience definite discomfort and I know that I, we, can still be satisfied here without your valued support 

I will not ask you to give up who you are to be cared by me

Your security, satisfaction and development will be as important to me as my security, satisfaction and development

I will not try to take away your feelings or rob you of them so I can be comfortable

So there you have it dear reader, all of us are continually in choice as to how we relate! So what was the blinding glimpse of the obvious for you, your team, your organization in the above? I would love to hear your thoughts and gain your perspective. Thank you for taking the time to read this.

“My boss has unbelievable expectations!” “ Nobody in my group is stepping up and I’m having to carry the day constantly!” “ The economy has gone to hell in a hand-basket and I’m forced by the organization to work 24 – 7 !” “ My clients are pushing back hard on our rates and they just don’t understand what it takes to service them!”  These and similar comments are shared with us in our executive coaching more often than you may believe.

It’s simply one perspective our client has chosen. Although they don’t know it, they can create and chose other perspectives on the situation they’re wrestling with at any time. They simply are not aware that they are always in choice each and every nano-second of their lives and that includes alternatve ways to view and address their presenting circumstances.

Often, one of the key reasons our executive clients come to executive coaching  is to engage a competent partner who will be of service in their further developing the ability to powerfully create , understand and position themselves to choose other perspectives regarding the same issue.  Then they can decide what they want to do about it, by when and what success would look like when they hold themselves accountable for making it happen.

In the meantime they have chosen the victim perspective and as a result  simply get stuck there. This can be very disconcerting.

Neil Donald Walsh wrote the following on being a victim. It’s a superb observation on this common personal dilemma. 

A VICTIM 

Nothing happens

that  you do not want to have happen. 

Nothing! 

You can imagine that things happen 

that you do not want to happen, 

but this is not what is so, 

and it merely allows you 

to think of yourself as a victim. 

Nothing holds you back

  in your evolution 

more than this single thought. 

The idea of victimization 

is a certain sign 

of limited perception, 

True victimization 

cannot exist! 

So do you see yourself as victim from time to time? What are the alternative perspectives? Which do you choose . . . to be a victim or . . . . . . (you fill in the blank)? Remember it’s all about you, it’s not about them! I’d love to hear your observations, reactions and/or insights. Have a wonderful day!

“To manage strategy is to craft thought and action, control and learning, stability and change.” , claims Henry Mintzberg, a thought leader in the field of management. I shared this quote with Barb, a client with a large financial organization who wanted to expand her strategic thinking capabililty as a result of a 360 degree feedback exercise that she had been recently engaged in.  

Barb had been left with the assignment of researching the subject of strategic thinking in support of her desire to deepen her awareness of the subject and to strengthen her competency in this area.  

“So what did you come up with?” I asked. She responded with considerable pride over the phone, “Well, it’s basically about my abililty to understand my organization’s strengths and weaknesses, being in the position to clarify whatever opportunities and threats that exist in the market we’re operating in, as well as being able to identify trends and opportunities that can help us enhance my organization’s business performance, and as a result be able to provide us with a clear focus and direction for what we need to make happen . . .  organization wide, within our operating units, and right down to each staff member. Like thinking and operating at the 30,000 foot level.”  “Superb!” I responded.  

”So what’s another other way of looking at strategic thinking?” I continued. “Well, based on what I’ve been able to dig up it could also be looked at as a way of getting clear as to where we are as an organization, where we want to be, and how we’ll get there from here. I’ve concluded that having a written strategic plan is not really the end-all, but rather a benefit of the strategic thinking which has created a collective understanding of our business—now and in the future—and just as importantly, among a critical mass of our people. It’s about being smart about allocating our limited resources toward achieving our collectively crafted strategy.”

“You’ve clearly done your homework Barb. Great on you! I can’t wait to hear more. And on that note, what’s in the importance of strategic thinking for you personally?” I asked her.

“That’s pretty easy.” Barb said,  “First I’ve discovered that it gives me a solid foundation and context for developing our overall strategies, goals, objectives, action plans, decisions and daily actions that we can individually and collectively take from moment to moment. Particularly when our people have actually been involved in its initial creation. It helps us all focus on our customers and their needs. Oh yeah, it also helps us to be in a much stronger position to anticipate and respond to the unbelievable changes every organization is experiencing these days! Bottom line, it positions us to specifically define our short- to long-term competitive position so that we come out of the current economic mess on a wave of success.”  

“Well given what you’ve discovered from your homework, when do you think you’d use these strategic thinking competency muscles you’re developing?” I asked her.

“Well, as I’ve inferred already, our business climate is changing so darn rapidly that we, I, need to continually contribute to the ongoing reassessment of our strategies and tactics and make sure they’re constantly being revised quick enough to respond to these whitewater conditions. It’s a mad house out there right now, not to mention our competitors are making constant moves that we need to turn-on-a-dime and respond to!”  

“Ok, that makes complete sense. For you, what’s the connection between strategic thinking and strategic planning?” I asked.

Always quick on her feet, Barb shared, “Basically they go hand in hand. Michael Porter has written some great stuff around strategic planning typically at the portfolio, business and functional levels. I found out that there’s a whole framework for strategic thinking and planning. Do you want to hear more?”

“Unfortunately there’s not much time left in our call for that, but I’ve got a few more questions to quickly  ask you though. What is it that you might do Barb to enhance your strategic thinking muscles?” 

“Actually there are a few things I could do.” She said. “Starting with my own division, this might include:  

• conducting a SWOT analysis of my division’s internal (strengths, weaknesses) and external (opportunities, and threats) environment.
• Identifying key performance indicators to monitor our progress toward achieving my division’s strategy.
• clarifying what opportunities we will not pursue, making sure we put our limited resources in those fires with the highest payoffs, because I’ve concluded from what I’ve read that the true essence of strategy is in fact denial!
• clarifying the needs and expectations of our key internal and external constituencies.
• clarifying what our division really needs to look like in the future in order to outperform our competition, and they’re fierce; here I’m referring to our vision.
• once we’ve done this, we can then selectively allocate sufficient resources behind the strategy we’ve come up with.
• its critical that as we move forward with this we be open to new information that may require a shift in our thinking.
• last, but definitely not least, make sure we’ve got our folks at every level continuously taking a hard look at how attractive our industry continues to be and our own competitive position with a focus on improving the quality of our overall assessment and thereby assuring maximum buy-in and commitment to our resulting strategy by our people. How’s that?”

 “I’m truly impressed my friend. Can I arrange to have you join my upcoming university class in Management when I teach the Strategic Management section?” I asked. Barb responded with a curt, “Sure, as long as you pay for my flight  and accommodation from Dallas.”   

Barb had made the commitment to strengthening her strategic thinking competency based on the invitation from those who had participated in her 360 feedback exercise and had clearly done a wonderful job of doing just that. She’s clearly well on her way from not only becoming good at being a strong strategic thinker, but also becoming great at this critical leadership competency.

Is this a leadership competency you would like to enhance? What strength do you have that will help you become even more effective in your leadership role? What aspect might hold you back? I’d love to hear your feelings and thoughts on the subject. Take care.

“I can’t believe those people. They just don’t get it!” was the response of my executive coaching client, Gerry, who heads up a key line of business with a leading defense contractor. I typically start off coaching conversations with a check-in question. After listening to Gerry further, I asked “So what’s in the anger my friend?” For a moment there was silence on the phone. I had learned long ago to always let silence do the heavy lifting! “Hmmm . . . , ” he expressed and then went on, “I really resent the fact that we had agreed on what had to be accomplished last week, and they haven’t even started on it. It’s simply damned unacceptable. I really feel let down. I could tear my office door off the hinges right now. I’m going into a meeting with them shortly and I think I’m going to straighten them out . . . make them new rear ends if I have to!”

“Well before you charge on in, are you game to take a few minutes to step back and take a look at what’s happening with you right now?” I asked. Gerry, to his credit had always been very open to self-exploration and said “Yeah, let’s go for it coach?” I love his honesty and candidness.

“So, if your boss was this angry with something you did or didn’t do, and stormed into a meeting with you having the same intent, how would you react?” In his typically succinct and earthy way he quickly responded, “Well I’d probably hang back, not offer much and look for an opportunity to get the hell out of there!”. “Given that, then what would you predict your people will do when you give them the old what for?” “Got it!”, he said with a bit of a snicker.

“So coach, I’d like to hear what the heck you think?” Gerry asked. “Sure. First of all, it’s not about them, it’s about you Gerry! Anger is actually a gift, not a weakness. It only becomes a weakness when this strength is taken too far. Kind of  like manure in the system that gets clogged up. Need I say more? Does that make sense?” “Completely.” Gerry responded.

“So, having said that, what’s in just enough anger for you?” I asked. “Well, for me,” Gerry shot back, “It certainly gets me up and running. Actually a source of energy. It sort of acts like a catalyst for making things happen. Come to think of it, if I become more aware of it in the moment I can actually use it to be more effective, otherwise it can get in my way. I think I prefer the former. Any thoughts on what I can do to regulate myself when the old fuse gets a tad short?”

“That’s a great question. Why don’t we take a quick moment and brainstorm some approaches?” “Ok”, Gerry said, “Maybe I should start not to sweat the small stuff as they say. Hell, if I learn how to better spot it when it shows up, I’d be better able to dial down the intensity a tad, not shoot first and figure out what I shot after the fact!”

“I love what you’ve come up with.”, I said. “You might also consider talking yourself down, for example saying to yourself, hey, this is no big deal, can I put this issue on the backburner for the time being? Perhaps I should give this some thought before I shoot. Why don’t I take  a couple of minutes to just let every muscle in my body, from my toes right up to the top of my head, just relax and decompress. You do whatever works for you.”

“So, when you do walk into the meeting after decompressing, how do you need to be?” I asked. “As opposed to what I would do?”, he responded. “Yes, exactly,” I retorted. Gerry then continued, “Probably be calm, more focused on them rather than me. I need to be honest with them in a respectful way, by sharing what my thoughts are in a fairly specific way, how I feel about it all in terms of its importance to me and what it is I think we should consider doing about it.”

“That sounds like a superb approach, but what might you do even before that?” I asked. “I think I know what you’re driving at. Rather than adversely pre-influencing them in a way that they think they’re getting my orders, it might be a hell of a lot better if I asked them collectively and individually what they thought, felt and wanted regarding the issues at hand, and then do the former. Yeah, that’d work a lot better. Probably generate a lot more information and data that would help us make much more informed decisions. Man, that’s my game plan!”

“What are some other potential payoffs of your taking this approach? I asked. “Obviously, it’ll be a heck of a lot safer place them, we’ll build more trust, they’ll feel heard, buy in will clearly go up, and the solutions we collectively come up with will  probably be a lot more effective as a result.” said Gerry.

“So what’s the take away for you my friend?” I asked in bringing our meeting to a close. “Well I guess it’s that I can use my anger in service of myself, my folks, our customers and our organization, or I can quite frankly let it control me and then blow it!” “If it is the latter,” I asked, “What might be the adverse consequences for you?” “I don’t want to even think about it . . . too scary!” Gerry concluded. “May the force be in you my friend with the upcoming meeting. I know you’ll be more than successful!” I offered.

Does your temper rise at times and get away from you?  Do you find that under stress your anger, anxiety, fear and/or shame show up a tad too quickly?  Do you even notice it?  If you do notice, what do you do with it?  I’d love to hear your insights and experiences. Take care.

Any transition to a new role, while exciting and an acknowledgement of what the organization thinks of us, is a time of anxiety for the newly transitioning leader.

A few of the common errors of a new role leader include trying to do too much too soon, failure to understand the de facto culture/sub culture, and/or misinterpreting the expectations of their superior. Danger lurks ahead….. in the form of mistrust by others, leader fatigue, compounding anxiety with over preparation, and creation of an unsafe environment for employees. As stress intensifies for the new role leader, can you really be making the best decisions for the organization as a whole, your team and yourself?

A recent research article from the University of Washington reported the findings of imposing stress on rats. It took only one uncontrollable stressful episode to greatly effect the behavior of a rat. It actually took the rat several days to recover from the effects of the stressor and return to normal decision making ability. The learning of the stressed rat control group was delayed. As well, this group was unable to readily adjust to alterations made in the imposed stress exercise. Stress altered the ability to learn, the ability to remain agile, and the ability to make decisions. How does this convert to humans? Well, the scientific community has been using rats as study participants for years…there must be something to their selection.

As I look to newly transitioning leaders whom I have coached over the past 5 years, I relate to the news of the above study. Stress has a tremendous effect on performance levels and at a time when a leader is under the microscope and readily judged by others. Clients have shared with me how this has manifested for them and projected in all areas of their life. Many suffer from extreme sleep disturbances and/ or dietary challenges.

I have worked with leaders who admitted that they had hardly slept in two months and leaders who existed on a pop and pizza diet. It is rewarding as a coach to support leaders in these circumstances and be part of the process that allows them to gain back a feeling of balance and control……rewarding them with restful nights rather than a continuum of wide eyed 3 AM note taking sessions. With invested and targeted support, these leaders can bring about greater contribution to the organization in a shortened time frame as they learn to manage their stress, embrace the transition, garner early credibility and move powerfully forward with their leadership.

What is the cost to an organization of not readily investing in the transitioning new role leader? As this is an area of continued research for me I repeatedly see transitioning phases of 14 – 24 months in executive level roles. More complex portfolios can exceed this timeframe. This is not just about the leader’s transition. One must take into consideration the transitional impact on those who surround the leader and the cost to the organization when their performance falters as a result of how the new role leader shows up for others.

What is your personal experience in a recent transition, either as the leader or as a direct report to a newly transitioning leader? While you are drinking from a fire hose, what soothing techniques have you found that help to manage anxiety and stress for you? In hindsight, how do you feel your decision making during a recent leadership transition may have been impaired?

Well, it’s no secret that The Benwicks are huge animal lovers! To build on the current theme of Bob’s recent blog on Beau Benwick, I would like to share another perspective on leadership based on the human interaction with canines as we seek to establish the “leader in the pack” not unlike establishing our role as leader in any organization or community.

Cesar Millan, is an incredible animal behaviorist. You may have seen his show on the National Geographic Channel…. The Dog Whisperer…. I tend to tune in the wee hours of the morning on those nights when sleep escapes me – too much late night caffeine! I always get “take aways” from each show….not just in regard to our canine house mates, but I see such parallels to leadership amongst human kind. Cesar’s coin of the phrase “Leader of the Pack” has great meaning regardless of what species provides the context.

While several leadership pathways emerge from observing and reading about Cesar’s choice of methods [read Be the Pack Leader, Millan, C. & Peltier, J.(2007)], I am taken with the emphasis demonstrated on the value of calm assertive energy as a means to bring about desirable outcome…..in canine world this showcases the need for self regulation of the leader’s energy as dogs are all about reading this. It is what they respond to. If we as leader exhibit anger, excitement, anxiety, and/or fear while working with our canines, what will we bring about for them? Clearly we are modeling unbalanced behavior of which they will emulate or respond to. Watching those on TV who reach out to Cesar to bring solution to their canine problems, he is very clear as to who needs the help….the leader! It is interesting to note that those coming from a leadership position that demonstrates anxiety or excitable behaviour also tend to struggle to achieve the bottom and top line results, results they are looking for as their messaging. Just as with canines, they will often come across to others as perhaps reactive and confusing, or unpredictable, intimidating, lackluster and incredulous, often eroding that most important aspect…..trust! 

So what does this mean for us homo sapiens? In our human experience under conditions of stress (that’s constantly around us), the question is, ‘as leaders how do we show up for others and what messaging are we sending to those that we lead? If our anxiety, anger, and/or fear are not well self-regulated, particularly in these challenging times….. can you, the organizational leader, really expect to get desired contribution and performance from your people once you’ve made key decisions? Under continuous growing demands from all around you, in such a state can a you, as leader, clearly produce the best balanced decisions for the organization and its constituents? What tools could your organization provide you with to fully support you to better self-regulate, thus maximizing your leadership effectiveness and providing the leverage for you to become a highly respected “leader of the pack”? 

And….to Cesar Millan, …… it would be a sincere pleasure to eventually have the opportunity to meet a true developer of leaders!

Are there any Cesars in your organization? Are you one? What do you need to say yes to in order to create the possibility! What do you need to start saying no to in order assure its happening?

 ”For some reason when I tell them what I want accomplished, I simply don’t appear to be getting the results!” stated Barbara, my executive coaching client. “So how do you feel about that?”, I asked. “Frustrated as hell, impotent, and powerless to make things happen!”, she replied. She went on, “I thought I understood this leadership and power stuff, but I think I’ve missed the boat somehow.” We engaged in some solid discussion and coaching around what power is and is not for her. From this Barbara mined some great insights and confidently identified what she needed to start, stop and continue doing as a leader to improve her ability to enhance her relationships and dramatically increase her group’s strategic contribution to both her Division’s and the organization’s success.

As we coached, she quickly became more aware that she can’t just power someone, she can only influence them. However, she also realized that she needs power in order to effectively influence others to do want she needed done. She noted in our coaching discussion that power for her was in fact an essential leadership resource. She also quickly ascertained from our exchange that there are basically two sources of power that are available for her to tap into: organizational position power that came with her role, and her own personal power.

As we explored sources of position power, Barbara concluded that this came from her access to the formal power essentially her right to command. She also noted that with her role came the ability to use rewards, be they financial or non-financial rewards. She quickly added to the foregoing her ability to use coercion to get want she wanted from others, be they threats, denial of rewards or even the use of punishment. Although she tried not to use these, she felt some folks may have seen it more often than not. After further discussion, she concluded that other sources of her position power might also include her control of her function’s business processes, access and control of key information, and the power to represent her strategic business unit. Although, all legitimate, she was very clear that these should be used with considerable forethought, sparingly and by exception. Unfortunately, in hindsight she confided that she was concerned about her inappropriate use of some of the foregoing and wanted to modify related behaviors.

We continued with our discussion around those sources of power. She emphasized a desire to increase her ability to get results through others, whether they reported directly to her or not, and assure that they would also be highly satisfied with their working relationship with her. She felt if she could achieve this the result would probably be higher motivation on their part, resulting in generally increased effort to make things happen and thus support successful achievement of her and their overall performance  targets.

This then lead to more coaching around Barbara’s sources of personal power. These tended to include her expert power such as her specialized knowledge, experience and judgment that the others needed access to because they didn’t have it themselves. Another source was her ability to rationally persuade others that the goals she wanted achieved were desirable and the way to achieve them reasonable. And last, but not least, was what we both agreed was absolutely one of her greatest sources of potential power and that was her ability to influence others because they genuinely like her and want to identify with her. Barbara knew that would be possible only if she takes the time to invest in relationships with key others and allows herself to withdraw when needed to get critical results accomplished.

It became obvious that for her to achieve important results through not only her people, but also through her peers, boss and key others, personal power was the most critical area for her to continue to develop and enhance. She felt the focus would now be on developing her likeability—referent power. This is one smart lady and I know she will become even more powerful and influential in advancing her organization’s strategic advantage.

Based on the foregoing, what would you have added that could enable her to be a more powerful leader? What was the gold nugget for you in Barbara’s situation? Oh, the places she’ll go when she gets on top of this one!

Bill Fitzgerald, Principal with FitzDrake Search, is like a brother to me. Our friendship started when we partnered through Pepperdine University’s Master of Science in Organization Development degree back in the late eighties and has continued to grow from there. One of the brightest and most pragmatic people I know, Bill has a long list of writings and publications behind him. One of these is a synopsis of a recent article titled ‘What It Means To Lead’ that he has graciously allowed us to include on our blog. Enjoy!

“Now more than ever our country, our institutions and our communities yearn for exceptional leadership. Whether it’s the failing banking system, the rising cost of health care, shrinking state budgets or the fact that we are fighting two wars, the solutions we seek will require acts of leadership from many. 

This article presents a very pragmatic way to think about leadership that can empower many to lead. Everything we read in the popular press tells us that exceptional leaders are in short supply. A way to address this shortage is to have a clear picture of what we need and expect from our leaders. This will make hiring leaders easier and will also provide a road map for developing future leaders. With this as our guide, we may actually find there are more leaders among us than we realize!

To understand what it means to be a leader, it helps to define the specific tasks, or the “work” required to be successful as a leader. The “work” associated with being an effective leader can be referred to as the “7 C’s. The 7 C’s are highly interrelated and provide great insight into how effective leaders spend their time and attention.

1. Establish Clarity

Clarity of purpose is typically part of an overall strategy. An effective leader crafts a clear statement of purpose that defines a reason for existence that goes far beyond self interest or economic gain. It is a statement that speaks to a higher level calling and comes from the heart, not the head. It is a statement that resonates with customers and consumers and motivates employees to excel. 

2. Gain Commitment

Once there is clarity, the challenge facing all leaders is how to build commitment. Commitment cannot be legislated if what you seek is intellectual and emotional engagement. It involves being informed, involved, making a difference and having skin in the game.

3. Ensure Coordination

Coordination is about getting key stakeholders all pulling in the same direction. Effective leaders understand the systemic nature of organizations and know how to leverage their full potential by ensuring alignment and being “hands off”.

4. Build Capacity

Building capacity is how you create the capability to deliver results on a sustained basis. This notion of Capacity comes from the late Joel Henning and Jim Meselko. This involves building business literacy, having access to key information and resources, having choice and choosing accountability.

5. Facilitate Change

Effective leaders understand the dynamics associated with change and how to manage change to achieve their desired outcomes. They do this by building alliances and reducing resistance.

6. Demonstrate Confidence

Effective leaders demonstrate a confidence in themselves which gets expressed as respect for those around them. This is based on a set of beliefs and assumptions about people and organizations that are apparent in all of their interactions. These include a true belief in people, operate from a presumption of good will, make courageous choices, acting fully out of integrity, share enthusiasm about possibilities.

7. Apply Competence 

Competence as described here is not usually considered in discussions of leadership. Competence is the application of whatever technical or business skills are necessary to achieve results. First is context, wherein effective leaders bring or quickly acquire business, technical or industry knowledge that enables them to be effective. Second is the fuel, that is highly effective leaders also have a passion for results. 

The work associated with being an effective leader can be daunting. Being a leader is a demanding role that requires hard work and sacrifice. Stepping into a leadership role is a choice one should make with eyes wide open. Those who have already made this choice can use the 7 C’s to assess their own performance and identify areas to improve upon. Anyone in the position of needing to hire a leader can use the 7 C’s to assess potential and make a more informed decision. In either case, the 7 C’s outline a way of behaving that can lead us to the outcomes we hope to achieve.”

Thank you Bill for these powerful insights. If you truly take the foregoing to heart there is no doubt that you will be better able to lead your organization through these extremely trying times. Your people and organization are counting on you for just this! The question I want to leave with you is “What do I need to say no to in order to say yes to being an even more powerful leader?”.

“You’ve got to watch out for those organizational antibodies!” said the former Head of Pathology for the Vancouver General Hospital and the British Columbia’s Children’s Hospital, Dr. David Hardwick, who I was sitting down with at the time. Dave had been instrumental in leading the establishment of the BC Children’s Hospital and we had built a strong relationship in furthering the organization’s mandate as the leading pediatric tertiary care facility on Canada’s west coast. I was then the Vice President – Human Resources and Strategic Management and Dave was a key internal organization client. Whenever possible we tried to get together and have one of those rare but powerful conversations over a cup of coffee about ‘life and times’. This was one of those get togethers that I’ll never forget.

Dave had made the ‘organizational antibody’ comment in a discussion around a number of joint-venture innovative initiatives in support of the physician community within the facility, and in particular the pathologists. In our discussion, we had come to a  blinding glimpse of the obvious that innovation in fact was a particularly powerful form of change. Dave, who was the Head of Pathology and the President of a world-wide organization of pathologists at the time, felt that not only were we being highly innovative with a number of initiatives we were leading, but it also had a unique dark side. Innovation also creates a considerable threat to some groups within the organization. Many of these groups simply felt they never received enough care, attention and resources to support their medical practice areas. Not an unusual disposition. For innovation to effectively take hold and to be sustained requires additional resources. Where do these resources (funding, people, space, capital equipment, etc) come from? Yes, from others within the organization. Thus the threat innovation unexpectedly creates even though it is so often promoted. Dave felt strongly (directly reflecting his professional background) that ‘organizational antibodies’ can always be expected to surface when something new is interjected into the system and ‘organizational antibodies’ will, not if, attempt to ‘remove or extricate’ anyone leading or anything related to the innovation itself – the foreign intervention – that are perceived as direct threats to their own existence and sustainability. This is what’s often referred to as a ‘blinding glimpse of the obvious’.

It was clear from our discussion that if you are attempting to create and lead innovation (pro-active change), not only do you need to address managing normal resistance to change, one needs to thoughtfully and planfully address ‘organizational antibodies’ that will (again, not if) surface. Thank you Dave for co-creating this very powerful leadership and organizational change concept.

Of course the foregoing is not unique to Health Care organizations. I’ve seen it in every private and public sector organization operating domestically and globally that we have had the pleasure to coach within. So, where do ‘organizational antibodies’ show up in your organization? What change are you currently leading within your organization (small or big) and where are ‘organizational antibodies’ surfacing? What are  the possibilities for turning this into an opportunity in disguise and creating a successful win-win approach? We would enjoy hearing your insights and observations.

I’m quite excited to share a recent newletter created by Jake Jacobs, a global leader in the field of organization development, specifically in the area of large-scale, real-time system change. It’s a pleasure to share with you his comments on ‘Collaborating to Create More Value: Leadership Coaching and Large Scale Change’. Enjoy!

“Given my focus on collaboration, I wanted to share with you one way in which my clients and I have benefited from partnering with others. I have known Bob Benwick for 15 years. We first worked together on a Real Time Strategic Change effort at a bank where he was the senior HR executive. Now he and his wife Bev have a global corporate coaching practice based out of Vancouver.

I recently had the opportunity to sit down with Bob and Bev to talk about synergies between their coaching practice and my large-scale change work.  Bob, Bev and I share the same goal: people and organizations achieving their full potential. The difference is in how we do it.  Bob and Bev (and other coaches) focus on individual leaders’ development. I (and other large-scale change consultants) focus on the overall organization’s development. When we partner, our clients get the best of both worlds.

Bob explains, “I had exposure to the RTSC approach many years ago. It helps businesses that need to turn on a dime (competitively) like the bank I worked at. It is absolutely crystal clear to me how much coaching and large-scale change complement each other.”

Bev continues, “A goal of our coaching is for leaders to bring greater depth to their relationships. Organizations that use us a lot want to make big changes and make them fast. We often get asked to help leaders work together across departments.”

It’s tough to tell whether Bev is talking about her coaching practice or my large-scale change work.

Bob adds, “We contract with leaders for a minimum of six months. There has to be serious commitment or it won’t work. Leaders (and all of us) have taken years to develop our current habits. It will take time to change them. The more people change, the easier and faster it is for the system they work in to change.”

My take on Bob’s comment: the more the system changes, the easier and faster it is for the people in it to change.

Putting leadership coaching and large-scale change together is a “win-win-win.” Leaders can make big changes happen faster – and sustain them over time. And we do a better job for them than either of us could do  alone. “

Jake Jacobs is co-founder and partner of Winds of Change Group — a consulting firm specializing in fast and lasting change.

What are your feelings about change and coaching? What intrigues you the most about Jake’s comments?  What are the possibilities?

 “What does a powerful and healthy work relationship with my staff and others really look and feel like? I want to make sure that not only do I successfully bring in the Bottom Line, but as importantly, I need to successfully produce a strong Top Line—my staffs’ and customers’ satisfaction.” I always love it when my executive clients talk to me like this. This great question led to a very rich coaching discussion where the client identified and explored some of the following blinding glimpses of the obvious that were felt to be keys to building and sustaining strong, caring, mutually satisfying and highly productive work relationships that more often than not bring in a strong Bottom Line. Based on our coaching discussion and mutual sharing of information and insights, the result for the client was that a healthy work relationship truly reflected the following:

• I can listen to you without interrupting
• Because I am in a working relationship with you, I choose to listen to you and see how my behavior impacts you
• I will not control and manipulate you to get what I want
• I will not punish you for saying “no” to me
• I will not fear your rejection. I understand that “no” to me is a “yes” to you. I care about you. I want you to take care of yourself
• If you leave us, the team, I will have definite discomfort and I know that I can be satisfied here without your continued support
• I will not ask you to give up who you are to be cared by me. Your security, satisfaction and development will be as important to me as my security, satisfaction and development 
• I will not try to take away your feelings or rob you of them so I can be comfortable
  

What’s your reaction to the foregoing? What piece resonated the most with you? What might you add to the list created? You thoughts, feelings and comments are most valued.

I happen to be at what is referred to as a ‘Real Time Large Scale’ change event that EDS was engaged in. They had brought together their top 400 leaders within their global operations a number of years ago to meet over a two day period to gain a collective understanding where they were at strategically, obtain a clear picture of what better would look like, agreement as to what they needed to do to move forward and achieve what it was they wanted, and to work on initial plans to develop their capability to successfully make it happen. 

As the Vice President-Human Resources & Organization Development of a large financial firm at the time, I had brought with me the CEO and the Vice President-Finance of the organization. The objective was to provide my associates with the opportunity to watch a large-scale event happen first hand and then decide whether to bring this particular approach to our own organization.

The experience absolutely bowled my associates over when they experienced first hand the enormous level of collaboration, the open sharing of thoughts, feelings and wants by all participants in a way that was designed to fully engage their hearts and minds. The level of positive high energy, caring, and openness was palpable in a very large meeting room organized specifically for this unique event.

At one of the breaks on the second day of the event I approached the two Organization Development consultants who had been contracted to lead the design and delivery of this amazing event. They were Kathy Dannemiller and Jake Jacobs. Both global leaders in the field of organization development, and in particular, the facilitation of large-scale real-time strategic change events such as this one. These events range from facilitating anywhere between a couple of hundred up to thousands of organizational participants at a time. Both are remarkable people. Unfortunately Kathy is no longer with us, but is key to my next experience.

I walked up to both of them and asked. “So how do you think the process is going? Are the participants . . . the organization . . . where you think they should be?” I thought this was a pretty mundane question that would beget a simple response. But that didn’t happen. Instead I received a very perfunctory comment from Kathy that literally made me step back. Learning doesn’t always come in pleasant doses. She turned around and simply said to me, “Listen my friend (we knew each other relatively well), they are exactly where they should be! It ‘s irrelevant where we think they should be! It’s where they are now that we need to work with. They will move forward at a speed that works for them. So what’s your next question.” Jake was sitting to the side and just smirked. This was Kathy-forthright, authentic, completely honest and tended not to pull punches. That’s why anyone who was open to truly learning and growing loved her. She was always free in the gift of her skills, knowledge and experience and never hesitated to be there for you and give when asked. She never hesitated to cut to the quick and call a ‘spade a spade’ as they say.

From this I developed a profound understanding of what it takes to ‘be’ with clients and work with them at their readiness level. Even if you want them to be two light years ahead of where you think they should be, it’s where they are ‘now’ that is most important. It’s about them and not you. When that happens, it takes enormous pressure off you as an agent of change whether you are a leader, manager, consultant or coach. Work where with where your clients, staff, boss, customers, etc. are at.

I’ve found this gold nugget has paid off huge dividends. Does this experience resonate with yours? What’s in working with others’ readiness for you? When you honor this, what’s in the payoff? If you ignore this, what are the consequences? Where might this be of value ‘back at the ranch’? I would love to hear your thoughts and feelings?

Kevin an executive who struggled with his boss relationships approached me feeling that executive coaching might be in service of him successfully addressing this concern. His values were clearly in opposition to those of his previous Senior Vice President. He characterized their relationship as “frosty” at its best. He said in our initial meeting, “I’ve spent a lot of time looking for ways to minimize my contact with my boss as a way to reduce my stress. What I’ve found is that my doing this has actually increased it to levels that I think are unhealthy for me.” It was clear from our discussion that his distancing of their relationship had increased his internal chatter to all time high and his assumptions had run rampant.

Fortunately, it was fortuitous for Kevin that a new Senior Vice President was hired while he and I were in the early stages of our executive coaching. He now had a great opportunity to build a strong new working relationship. Yet Kevin’s anxiety still remained and appeared to be in control of his thinking. He was engaged in making more assumptions about what this new working relationship might look like. His feelings were starting to take on a familiar pattern. In fact, Kevin shared, “My ability to ‘manage up’ is quite frankly being held back by my low feelings of confidence.” At the time, I asked him a number of intuitively driven questions, “Who do you give your power away to? What are some of the triggers for you? What has been the cost of this to you, your career?; and What is your contribution to your perceived lack of quality of the relationship with your bosses?”

Kevin’s reflection on these questions uncovered a number of candid comments. “It’s clear that I’ve wrestled with authority figures in my life, and quite honestly I’ve come to the blinding glimpse of the obvious that I’ve got to change this perception before it creates more damage to my life and my career! I now truly realize just how much this has held me back, not only at work but in other parts of my life. I’ve made choices that have created major obstacles to my being able to rise to more senior leadership levels.” This took enormous courage to put out there, but had to be done before Kevin could powerfully move forward. Kevin’s dissatisfaction level with his current state of affairs was what was absolutely needed for change to take place ‘within’, and eventually ‘outside’. He was now ready to make powerful movement. I asked him “What’s would your ideal-preferred-relationship with your new boss look like?” Working with this question, he got very clear on what that would be. We coached around this at great depth, and the result was his setting up a series of meetings with the new Senior Vice President where they would discuss the current business situation, expectations, resource requirements, leadership styles, and Kevin’s professional development. This established a solid foundation for how they needed to work effectively together.

Anxiety, a powerful and future oriented emotion that is always there to one degree or another, still remained with Kevin as the first meeting approached. As he said in one of our calls, “I’m still sweating bullets and would like to be coached around managing my anxiety so that it serves me positively and does not get in my way.” We coached around that with the objective of ensuring that he had ‘just enough anxiety’ to bring out the best in him, but not so much as to interfere. With this, Kevin created his own “game plan” for the first meeting, a practical approach that he could take to assure meeting success, learn from the experience, and leverage this and future meetings into a deep and enduring working relationship.

To this end I asked Kevin, “try to think about what it would be like to ‘partner’ with your new boss?’ Languaging here was critical for him to begin thinking very differently about this new relationship. In our following executive coaching sessions Kevin and I co-created a number of talking points to pursue. He recapped, “I want to:

• “ Explore the current business situation and gain an understanding of my boss’s diagnosis of what is in front of us; ensure that our conversation completes with a shared understanding where the business is really at today;
• Agree to those expectations that are critical to our success as partners in the business we face, and ensure clarity and understanding of expectations in our relationship, our respective roles, and negotiate where needed; “ Candidly discuss our individual and collective working styles; What we need to do to overcome any differences that will no doubt arise, and frankly discuss how we prefer to communicate with each other;
• Agree on what resources I’ll need to successfully deliver on the deliverables we agree on; what changes in this regard, if any, that need to be initiated; and how my new boss will support the resources need; and
•  Share and agree on the focus of my personal/professional development required to deliver on the foregoing and gain his full support.”

Once this was achieved, Kevin bottom lined it, “I’ve now got a real plan and for the first time feel I’m on top of things.” He was supported in our coaching with sincere acknowledgment of what he had achieved thus far and was championed-I knew he could do it, do it well and told him so in no uncertain terms.. AND IT WAS! Kevin was amazed at the results of the conversations with his boss. In one of our later coaching meetings he stated, “This really served to set a firm foundation for a great relationship with my boss. We are now very open in our conversations and make huge progress every time we get together, which is always a challenge given our hectic schedules. I feel like I have the power and influence I need to achieve what I’ve committed to. I continued to work on strengthening this relationship at every opportunity. WE’RE PARTNERS!”

Always the coach, I asked Kevin, “Given this experience with your boss, how does this translate to those reporting to you and your leadership?” Talk about silence-it was deafening. I could hear the wheels grinding. Oh the places he was going with this new insight on Partnering. It was now a key part of his vocabulary. He simply and very confidently said, “I’m going to invite my direct reports to have a similar series of discussions with me, and they with their direct reports! I want to have this completed by the end of the second quarter. As a matter of fact I’ll send you a summary email when its all been done.”

“So how stressful is it for an executive who’s responsible for the development and implementation of an organization’s strategic plan?” This was a provocative question that clearly showed this student was thinking bigger than the subject I was teaching at hand. In response I recalled some work that I had been leading as the Vice President of Human Resources and Strategic Management with a large tertiary care hospital earlier in my career. It involved partnering with Dr. Dave Hitchin, a former professor[1] of mine, a faculty member with the School of Business and a member of the Master of Science in Organization Development Program, at Pepperdine University at the time.

In one of our many discussions while at the professor’s home in Sun Valley, Idaho, he mentioned that in doing this work over the years he had observed a number of the senior executives he had the good fortune to work with who had passed away unexpectedly. Of course I was curious about this interesting observation and I was particularly curious about the issue of executives providing strategic leadership within their organizations and the enormous stress that is a part of that journey.

Dave then shared that he was working on a concept with his wife Jill at the time that he felt would be of value to his executive clients. Not only did it speak to the related issue of stress as executives engaged in developing and leading strategic change within their organizations, but also provided a model for them to consider in the thinking and behavior necessary to better achieve and sustain healthier balance in their work and personal lives. He referred to it as ‘Middlaning’.

In this model work was viewed as a three lane highway. He referred to the inside lane as the ‘fast lane’. This was where you put the pedal-to-the-medal so to speak. Of course, it can be absolutely essential at times, but it should be engaged in by exception only, not as a general way of operating. Typical types of behavior involves going in extremely early every day, pushing it hard throughout the day, rarely ever taking meaningful breaks, staying into the very late evening hours to get that all important report out, financials analyzed, proposal prepared, presentation drafted, negotiations completed, etc. I’m sure many of you reading this can think of a long list of other urgent concerns that always need addressing. Unfortunately, this is typical of executives, managers and professionals who live to work, versus the rest of people who normally work to live. Now if you stayed in the fast lane on an ongoing basis, it wasn’t if you were going to crash and burn, it was when you would hit the wall. Further, this could very well lead up to eventual burn out, and yes, possibly death. When I thought about this, and I still do, I can recall a significant number of associates that I’ve worked with in the ‘C-Suite’ over the years who are no longer with us because of just these circumstances.

Guess what lane most organizations want their leaders, and often their employees in general, to work in. Yes, the fastlane! They don’t intentionally have the foregoing consequences in mind and, at times, even express in their own way that the that the fast lane is not a healthy place to stay.  But watch what actually happens if the executive tries to work toward more balance in his/her work and life. Out come the organizational antibodies that try to get rid of any behavior that actually involves work/life balance or seeks to minimize it.

Next is the middle-lane. This lane is a healthy and productive one to travel in.  As opposed to the peddle-to-the-metal approach of the fast lane, here you keep a good healthy speed and a solid, productive momentum. Give or take a few clicks either way, in this lane you will successfully achieve planned intentions, on time, within the resources allocated, fully meeting and even exeeding standards of performance, producing high employee and customer satisfaction (the Top Line), and often beating revenue and cost targets (Top Line). The Middle-Lane should never be confused with the Slow Lane which has a totally different purpose.

Oh, the Slow Lane. Perhaps a bit of a misnomer, but essentially it means going to work at a reasonably appropriate time and taking healthy breaks or time outs throughout the day so that you remain maximally productive. It includes taking time for lunch, either by oneself or as an opportunity to engage in relationship building with key others. It means leaving at a reasonable time at the end of the day or going home to be with your loved ones. Not taking work with you (unless you happen to be temporarily in the fast lane). It means taking the weekends off for you to be with your family and friends. It means taking your scheduled vacations, even stat holidays. The whole purpose here is for you to live the life that you’re working to create and enjoy. These are critical opportunities for you to regenerate you batteries. Otherwise, if you don’t do these things you will eventually end up being no good to yourself, your family and or to the organization over the intermediate to long term. But many of us learn the hard way, and often too late.

Is Middlaning easy? I would love to hear your experience, thoughts and wisdom on the subject. What does better look like for you? What are the consequences of not addressing and facing up to this? What’s in the payoff of dealing with it? What prevents you from addressing the matter? Have fun with this and I look forward to hearing from you!