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.

“Bob, I’m a little shocked!” This is how my executive coaching client, Danny, the Vice-President-Production Operations with a large energy firm in the oil patch responded at the beginning of our conversation when asked, “How are things back at the ranch?” He went on to explain that when he had been nudged by their Human Resource function to get a sense of forecasted turnover over the next few years through retirements, attrition, etc., his people had collectively come to the conclusion that 70% of the staff in Danny’s division would turn over in the next 3 years. “Well, what are you planning to do to prevent the potential adverse consequences?”, I asked.

In response, Danny stated, “We clearly have to start identifying successors to the key Production Operations leadership positions, and in parallel with this identify and accelerate the development of High Potentials.” “What are your other glimpses of the obvious?” I asked him. “That’s a darn good question. I guess we’ve got to review other critical roles and specifically any flight risk staff!” 

“What generally would be the outcomes you and your leadership team would likely look for by doing this?” I asked again. He quickly responded with increased energy, “Well for one, identify key talent at the senior levels of our division, get a solid sense of our bench strength, get those we identify to be clear on their needed development activities, and agree with our senior team as to what exactly the key succession management metrics should  be!”. Danny had quickly created excellent strategic direction around this challenge that’s common to most private and public sector organizations.

When asked, “What’s really driving all of this?”, Danny said “That’s another great question. We’re anticipating continued strong growth once the economy gets back on its feet and obviously anticipating turnover of our key people. The increased challenge of filling these key roles along with our questionable current bench strength and readiness to backfill are clearly wanting, as well as our lack of being able to identify HiPo’s right now and having them ready to step into senior leadership roles when we need them to surface. I think these are the real concerns here.”

“How do you feel about all of this?” I asked. “Quite frankly, I’m disappointed, mad as hell for allowing ourselves to get into this position, and I’m damned anxious about what might happen if we don’t get on top of it . . . and yesterday! It’s now one of our top priorities!”

“So, what do you want to do about it?” I asked him. “Well, it’s clear that we’re engineering experts and not Human Resource experts so we’ll need to get together with HR and soon. I’ll put this at the top of the list at our next Production Ops executive leadership team meeting this coming Tuesday.”

“If you thought you knew what needed to be done in terms of the overall process for moving this forward quickly, what might that be?” Being the quick thinker he naturally is, Danny stated, “OK, do you just make these questions up? Well first, I would think that we need to scope out what actually needs to be identified through our succession management initiative. Second, we would no doubt have to assess and review our current engineering talent for levels of performance and potential. Third, we’d obviously have to start figuring out what key leadership and individual-contributor engineering roles need to be replaced and when. Last, I’m thinking it’s about making sure we have a top notch development action planning process in place that can be quickly designed and implemented. Does that make sense?”. “More importantly, does it make sense to you?” I responded. “You know, it does. Thanks.”, said Danny.

“So what’ll your next steps be given what you’ve said so far?” I asked him. “Again, the questions Uncle Bob!”, Danny said jokingly. “Well let me see. I’m thinking we start right away by initiating a succession planning meeting between us and HR early next month to agree on role expectations, determine critical roles in the Production Operations division, identify high impact engineer flight risks and begin a talent review to develop a list of HiPo’s.” “Then what?”, I asked. “OK”, Danny said, “Later in the month, we’ll make sure we have a talent replacement plan in place. In the following month we can shoot for having a development plan nailed down, and the month after that have our succession metrics in place with a solid progress plan established. Yeah, that’s sounds like it would do it.” 

Lastly I asked Danny, “So how will we know you’ve done what you’ve said?” “Again, with the questions!” he responded tongue in cheek. “I’ll send you a one page copy of our general plan for making this happen with target dates. I’ll send you an email once I believe each of the key milestones have been achieved. We can also carve out a small portion of some of our future executive coaching calls for us to discuss what’s happening. Will that work?” “It’s sounds like a plan my friend.” said I.

What insights in the foregoing were there for you? What one word captures your reaction? How do you feel about the subject of talent management and succession planning. What do you want to do with it? I would love to receive any gems this may have conjured up for you. For those interested, a wonderful book on this subject is ‘The Leadership Pipeline: How to Build the Leadership Powered Company’, by Ram Charan, Stephen Drotter and James Noel. Take care and have a great day!

“I’m responsible for Strategy.” said Mike Payne, General Manager – Strategy & Portfolio with Shell Gas & Power, while on a Continental flight from Houston, Texas to Seattle, Washington. We just finished introducing ourselves and had an interesting discussion about organizational strategy, employee loyalty and corporate cultures and how they positively or negatively affect organization performance, particularly during these white water times. The whole concept of corporate strategy, its development and implementation have always fascinated me. Having led and facilitated strategic change both in organizations in executive roles and as an executive coach/consultant, I’ve always believed that strategy development, which of course is critical, is really where “the rubber hits the sky.” Strategy implementation on the other hand is where “the rubber hits the road”! The latter is where real management change takes place. I’ll come back to this shortly.

Strategy development is critical, but my experience and observation is that most senior leaders would simply rather chew through their left arm than spend the usual inordinate amounts of time working through a long laborious strategic management process facilitated by high priced consulting firms over many months (even years). The end result is a strategic document so massive that one could hit a moose between the eyes with it and drop him right on the spot. Typically, along with the other ‘pressing demands’ that await them back at the ranch, the participants never truly want to revisit these documents no matter how well initially intentioned.

So what’s the alternative? Most will agree that organizations have to have a clear vision and supportive strategy! In these turbulent times being faced with imperfect organization systems, people and the world around us, there are truly no right answers. But there is a way to accelerate the development of powerful strategy with the foregoing imperfections. By utilizing full involvement of the whole organization from top to bottom you will be able to maximize understanding, ownership, commitment of the people that have to make it happen (not the executive) and quickly increase the probability of the organization’s strategic advantage and success.

This means moving forward in a way that fully involves the organization’s people while driving up the collective dissatisfaction of all involved with the organization’s current state of affairs and producing substantive clarity around what improvement would look like. Collectively determine the first steps toward moving quickly and powerfully forward on that vision and clarify the capabilities that need to be developed to accelerate the changes needing to take place rapidly thus resulting in the organization overpowering the ever present inertia that resists any planned change.

Now that your organization has a quick and well developed strategy it’s ready to move forward! Whoa Nellie, not so fast. Remember that inertia piece previously referred to. Well it has been temporarily disabled and if you don’t exploit it quickly it will solidly re-establish its dysfunctional presence. You must start to quickly redesign your organization to assure you successfully achieve your organization’s new dream: the strategic plan. The focus now is on redesigning and changing your organization in ways that will enable it to quickly realize the new strategy. This requires you to revisit your organization’s current structure, systems, staffing, competencies, leadership style and the way we do things around here (often referred to as your organization’s culture, those principles that guide how people are expected to work with each other and the organization’s customers/clients).

These key areas must be revisited and fundamentally changed creating full alignment with and producing the strategic results planned for. Otherwise, as Edward Deming put it, every system is perfectly designed for the results it produces! So if you want different results, i.e. achieving the organization’s new strategy, then by definition you must change each of the foregoing components of your organization or it will simply continue to create the results produced to date and perhaps further deterioration of same. Oh, the dangers of being an executive in this day and age! No wonder these positions are affectionately known as ulcer jobs!

Here’s a small insight, the most important aspect of the foregoing is not the strategic planning, strategic management and change in management processes, but rather having the ‘leadership cajones’, courage and confidence to make it all happen! This requires a very unique leader and these are truly a very rare breed, thus being paid the big bucks as they say. However, if the desire is squarely there, then surrounding oneself with the right team who first prepare to invest in themselves working from the inside out, rather than the outside in (i.e. strategic planning, management and change) then you have a fighting chance of success.

This is really all about the CEO and his/her team being different individually and as an executive leadership team as opposed to simply doing things differently. Otherwise, as was previously inferred, the probably of bringing about needed change will be minimal. If anything it will probably become worse. Being different at both the individual and leadership team levels necessitates having the courage to work with highly seasoned executive coaches, being ready to engage in quick and powerful diagnostics, and preparing to first make the personal changes necessary to assure that the new strategy truly sticks to the wall and doesn’t just slide away. Otherwise the whole strategic management process will be an enormous waste of time, money and organizational energy. And if this is the case, it will clearly contribute to executive candidacies for transfer outside the organization!

What feelings surface for you on this subject? What to you think about it? What is it that you want to do with the information? I’m most interested in hearing from you: the good, the bad and the ugly!

“Those guys just don’t get it!”, “I’m thinking of going elsewhere given the new assignment they’ve forced me to take!”, or “This place is a zoo and no one knows which way is up or down!”. Often when engaged in coaching these and a myriad of other perspectives get voiced loudly and clearly. Although many of these clients don’t know it, being ‘stuck’ in a particular perspective or point of view is more common than not. They’re simply stuck because of his/her not being able to see ‘the blinding glimpse of the obvious’. With commitment from the client to ‘want to break through this’ (usually because of the associated pain and discomfort) and powerful coaching they typically make strong breakthroughs quickly and effectively.

So how’s this done? It’s simply a matter of coaching the client to step back and begin looking at the same situation but from different perspectives. Reviewing and clarifying these perspectives, and then making a choice that is ‘integrative’, that is taking in the needs of those significant other stakeholders and his/her own needs, creates a ‘win-win’ resolution and then ‘makes it happen’ as Kathy Dannemiller and Jake Jacobs would put it. Easier said than done, but then that is where a highly experienced senior executive coach comes in, particularly for senior executives, individual contributors and hi-potentials constantly wrestling with those organizational concerns where there is never a ‘right answer’.

A universal phenomenon that exists for us all is that we’re always in choice no matter the circumstances that face us. We’re in choice in the morning when we wake up. “What will I wear?”, “What will I have for breakfast?”, “How will I get to work?”, “Do I want to go to work?”, “How do I want to feel right now, today, tomorrow?”, “What attitude do I want to take toward my organization, boss, peers, sub ordinates, team members, customers/clients, family members, etc.?” The list is simply never-ending.

Another universal phenomenon (oh, they’re limitless), is that for every choice there is a consequence . . . good, bad or ugly! That is why knowing this information is key to our true success and fulfillment as children, parents, team members, employees, leaders and community members. Always consider your thoughts, wants and feelings (in equal amounts) before choosing. If the results impact others, always share with them what the foregoing are for you, and then also ask them what they think, want and feel about the same issue and use this collective information to make choices that satisfy.

Heck, even our dogs are in choice. Say that again! OUR DOGS ARE ALSO ALWAYS IN CHOICE! Let me give you a for example. In June of 2008 we adopted two new rescue Brittany Spaniels through the American Brittany Rescue Association. I drove Skya in from Nebraska, and drove Woody from Montana. Both were to replace two rescue Brittany’s who had passed away from old age a few months prior. Back to being in choice. Skya had been picked up off the street and was about to be euthanized in a Kill Shelter. Fortunately, someone stepped in at the last minute who rescued her turning her over to the American Brittany Rescue Association, and we picked her up a month later. In the interim, in that she came off the street and no one knew her real name, she ended up being called Sidney.

Of course, when I picked her up she did not respond to her assigned name. So on the drive back to Vancouver, BC from Nebraska I called Bev, my wife and fearless CEO of RWBA, and asked that she set up a meeting with Jerry Wong, a well known human and animal psychic. Jerry had worked very closely with Beau, our previous male Brittany who had passed away of cancer. The objective: have Jerry connect with Sidney.

Well to make a long story short, he did it. Initially, after some preliminary work with her he was not able to get a specific name from her. He worked hard at connecting, but to no avail. Then Bev said, “Why don’t you ask her what she wants to be called?” so Jerry went back to work with her. He simply put her in choice! She responded by showing Jerry a huge night sky with a plethora of stars throughout. Bev and I immediately shouted out the obvious: “Star! “ Jerry asked her and she communicated no. You’ve no doubt already guessed that she had chosen and communicated through images to Jerry that her name is Skya! When this was actually said out loud she immediately reacted by jumping up excitedly and running around our family room. I’m getting ‘verpluncked’ just sharing this with you. Yes, even our sweet Skya was and is always in choice. Thank you Jerry for coaching our little gal!

So there you have it, we, all of use, are always in choice! So what was the blinding glimpse of the obvious for you, your team and 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.