Invest In Your Future Today

I received a call from a client the other day, let’s call him Steve, who I have not worked with in a couple years.  He had moved on to a new job with a new company and one of his assignments is to identify and prepare leaders for the growth his organization is planning over the next five to seven years.

As I listened to Steve talk about the challenges the organization will face, it became clear to both of us that the leadership talent needed for the future does not currently exist in the organization. 

At the end of the conversation, Steve said something that really stuck with me, “Sure, we can go out and get talent when we need it, but then we waste 12 to 18 months of them figuring things out and learning our culture. We need to grow our talent so that we can harvest it when we need it most!”

I hung up the phone from talking with Steve and my next call was with an old friend who I talk with once a month or so, we’ll call him Sam. Sam and I will usually spend some time talking about our IRA’s and retirement. What is interesting is that Sam and I had both spoken to our financial advisors the week prior regarding how nervous we are about the stock market moving up and down. Both of our advisors told us that the only way for us to reach our financial goals was to stay in the market.  

Both Sam and I heard loud and clear from two different sources that the only way for us to hit our financial goals was to stay invested. The reason for this is because of the value of investing and compound interest. You really do not see the value of compound interest for a few years, but once it kicks in the growth is quite substantial.

Then it hit me.

The conversation I had with Steve and the conversation I had with Sam were really the same conversation. 

One was about growing financial resources to achieve a goal, and the other was about growing human resources to achieve a goal.

Both of them require an initial investment. Both of them require some rides up and down the growth curve. This takes patience, impulse control, and a lot of putting fear in its proper place.

The question I am asking myself these days is how many senior executives have their retirement portfolio totally stashed in a money market account that is drawing 1% interest? My guess is zero of them. 

So, why are we not investing in talent in the same strategic way that we are investing for our retirement?

I’d love to hear your thoughts. Drop me a comment below or shoot me an email.

Do You Hear What I Hear?

Henry Kissinger is famous for saying that one of the most difficult things for a young leader to do is to “speak truth to power;' to go up the power gradient with information that is contrary to what the hierarchical, authoritative, and referent position believes to be true.

There is inherent organizational danger when communicating things to a leader that they may not be seeing:

• You could be rejected, which leads to embarrassment.

• You could be dismissed, which leads to self-doubt.

• You could be humiliated, which leads to isolation.

• You could be discounted, which leads to demoralization.

Alternately, there is huge upside in communicating to a leader what they are not seeing in the moment:

• You could be celebrated for the input.

• You could be included in the decision-making process.

• You could be honored for your courage.

• You could be valued for your contribution.

Whether a reality or a figment of our imagination as a young leader, “speaking truth to power” can be overwhelming. This is the risk tension that the young leader must face.

Receptivity of the Leader

No matter the current stage of our leadership journey, we have all been there at some point and can relate to emotion of the young leader when faced with the risky decision to “speak truth to power.”

However, it could be argued that the senior leader has even more at stake.

Unless they create a safe environment in which others feel the freedom to share, the senior leader runs the risk of missing key information that may never find its way to them. With that in mind, much of the burden falls on the senior leader to create an atmosphere that mitigates the risk for the young leader.

How are you doing in this area?

5 TIPS FOR CREATING A CULTURE THAT HEARS

Here are my top 5 tips for leaders who want to improve their chances of hearing the information they need in order to make informed decisions and lead well:

• Slow down your cadence.
  
  Most of the leadership mistakes I have made were because my world was moving too fast and I did not slow down in order to see more possibilities. The faster I went the more convinced I became that I was right, and the further away I got from the truth. Take a deep breath, count to 10, sip a warm beverage, pray, do whatever you need to do in order to slow your pace.
  
  

• Become curious.
  
  Suspend your need to be right and work really hard to understand an alternate position. Before you jump to a conclusion or shoot down an opposing opinion, spend some time to discern the message they are bringing to you.
  
  

• Always say thank you.
  
  You would be surprised how often I observe leaders who turn and walk away from an interaction without expressing gratitude. Very rarely, if ever, is their intent to be unkind or degrading, however, the pressure of the moment takes the brain to the next thing rather than allowing them to focus on being fully present in their current interaction, with awareness and sensitivity to the needs of the relationship. Researchers at USC found that simple acts of gratitude provide benefits ranging from feelings of reward and satisfaction to simply helping people to hold on to their humanity. Try the simple act of saying “thank you” more often and see how it might contribute to more open communication.
  
  

• Spend time reflecting.
  
  At the end of your day, take the time to review. Play back the interactions you had with others, resisting the temptation to become defensive. Ask yourself questions such as, I wonder what they were really trying to ask me? Why did I feel such a strong need to defend myself? Why did I feel such a strong need to exert power in the moment? What unintended consequences could my actions have? Be honest with yourself as you learn and grow from the challenges and successes.
  
  

• Do the inner work of developing your soul.
  
  Psychology data says you are as intelligent right now as you will ever be. Your personality is fully formed, so you know if you are extroverted or introverted. You have most of the skill you will ever need. With that in mind, what is your next step in development? Could it be that you need to work on developing the soul of your leadership?
  

HOMEWORK

Pick one of the 5 tips above and work on it every day for a week. For example, in every personal interaction and every email you send, say “thank you." Work on making your attitude heartfelt, and let me know what outcomes you see. I’d love to know how these tips contribute to more open communication within your team or organization.

Should Turkeys Decide on Thanksgiving Dessert?

What came to mind when you read the title of today’s post?

Actually, what I am more curious about is whether you understand what I mean when I write “Should turkeys decide on Thanksgiving dessert?”

As we in the United States begin to think about our Thanksgiving tradition, much of our communication seems to get lost in our ability (or inability) to create shared meaning. This has really been on my mind a lot because I have been asked by 4 separate groups recently if I would facilitate a Stop/Start/Continue session for cross functional teams who are struggling as they work together.

If you are not familiar with the concept of Stop/Start/Continue sessions, click here to learn about it.

As I think about teams creating shared meaning together, I really like what Chip and Dan Heath write about in their book The Power of Moments. They have some interesting research showing that for groups of people, creating shared meaning is about "highlighting the mission that binds the members together and supersedes our differences.”

When thinking about organizations, many teams could benefit from time to focus on the greater mission that they are on together.

As we in the United States look forward to our Thanksgiving celebration with family and friends, the same focus might be needed.

The question I think we would all do well to consider this Thanksgiving is:

When is the last time you laughed together as a group?

Your knee jerk reaction to that question might be simply the last time someone said or did something funny. Turns out, this answer is mostly wrong.

According to Robert Povine, a neuroscience researcher at the University of Maryland, laughter has more to do with relationships than with the actual joke. Povine’s research shows that people are 30 times more likely to laugh in social settings than when they are alone.

Laughter, it seems, is more about relationships than humor.

As you read the title of the blog post today, you might not have laughed out loud, but if you asked this question at your Thanksgiving meal, what might happen amongst the group?

Could something as simple as a silly question create a positive shared experience that results in deeper connection, and perhaps even the awareness that we are part of something bigger than ourselves?

You might not have a joke or a funny story to share around your table (although you could see what kind of reaction the question from the title of this post might get), but I want to share my top 10 thoughts on Thanksgiving from some research (albeit, internet, not scholarly journals) I have been doing on the topic.

Please feel free to borrow one of two of these thoughts as you engage your colleagues or family this week. In fact, why not turn the TV off for an hour and just talk about the holiday?

Who knows, you just might create some shared meaning and connection in the process.

Without further adieu, here are my Top 10 thoughts about Thanksgiving:

1. Most people will enjoy a 40% shorter work week in celebration of the holiday.

2. 42 million of you will travel at least 50 miles or more this weekend. (American Automobile Association)

3. 4,500 Calories will be consumed by the average American on Thanksgiving Day. (Calorie Control Council)

4. Over 100 million of you will gather with you family and friends and watch as many as 15 hours of television.. Approximately 75% of this viewing will be watching the triple header of NFL football.

5. 91% of Americans will eat turkey on Thanksgiving Day. (And, if you are like my family, for days and days after.)

6. Tryptophan is an amino acid found in turkey meat that is often blamed for the drowsiness after a Thanksgiving Meal. However, turkey contains the same amount of tryptophan as most other meats, so the drowsiness is likely from all the carbohydrates causing an increase in melatonin in your brain. When this happens, you get a bit sleepy.

7. Abraham Lincoln is credited with proclaiming the first Thanksgiving Day.

8. An overabundance of turkey (about 260 tons) is the inspiration for TV dinners. To get rid of all the turkey, a salesman at Swanson Company filled 5,000 aluminum trays with turkey, corn bread dressing, gravy, peas, and sweet potatoes. In their first year of production, the 98 cent dinner sold 10 million units. 

9. 50 million pumpkin pies will be eaten on Thanksgiving Day.

10. Black Friday is not only a busiest shopping day of the year, but according to Roto-Rooter, it is also the busiest day for plumbers.

Happy Thanksgiving!

Who Would You Call in the Middle of the Night If You Were Sick or Afraid?

It is my experience over many years of working with leaders that they do not like to think about topics that could be perceived as weak or powerless.

There is often a pervasive air of self-confidence and self-assurance that is required to lead others. Any crack in this proverbial leadership armor can be viewed as having an inability to lead.

Back in the 1940’s, several researchers independently described the relationship between personality and leadership behavior. One of the factors they noted was that individuals who scored highly on a factor known as neuroticism, or emotional instability, were not as effective at making good decisions or having the confidence needed to build strong relationships. 

On one end of the neuroticism leadership personality dimension are leaders who are very temperamental. They are flippant in the expression of emotion, often not caring at all how they come across to others. Theses leaders see ordinary situations as threatening and even the smallest of irritations can set them off.

The other end of this spectrum are leaders who have emotional stability. They have a higher tolerance for stressful situations. Most things simply do not bother them, and if something does get under their skin they do not hold the frustration for long. Leaders who rate low on neuroticism are very optimistic in the face of setbacks and have a high level of hope for the future. 

Leaders who score low on neuroticism are what we call in today’s positive psychology terminology, happy.  Happiness, in the emotional intelligence world, is known as well-being.

My Story

I was walking through the Denver airport today waiting on a flight back to Orlando. I have about an hour before boarding the plane so I decided to take a walk around the terminal to get a little exercise and stretch my legs. As I was walking I noticed a little book store.

Since I am such a sucker for books (I actually have to put myself on a book budget as I could become book poor very quickly) I walked into the store telling myself I would just browse while I wait for my flight.

As I walked around, the book rack below was directly in my path. At first I did not pay any attention to the rack, but then something caught my eye. There was a mini-series from HBR press on emotional intelligence. I am a bit shocked that the shelf is relatively full with  titles such as What Makes An Effective Executive by Peter Drucker, and the HBR business classic, Managing Oneself, based on the HBR best selling article.

The one title that is not full is the little book in the HBR series on emotional intelligence called Happiness.

Could it be that leaders are clamoring to figure out what it means to be happy? Could it be that they are wondering things like “What am I really doing with my life? What meaning or purpose am I deriving from my work?”  

Questions like these are profound and impactful, yet they are not often thought about by those in leadership.

Perhaps one of the reasons the book shelf I ran into only had one copy of the book on happiness is because leaders are starting to become more curious about what happiness really means for them.

Something For You To Think About

According to Revue Bar-On, the father of the most popular model for trait emotional intelligence, one of the factors that impacts our ability as humans to be happy is our interpersonal relationships. 

It goes without saying that leadership cannot exist without strong relationships.

A leader who has mutually satisfying relationships is able to get things done with other people by establishing trust and gaining commitments.  The ability to maintain a strong rapport with others is both motivating and inspirational, which allows others to work hard and maintain a desire to meet challenging goals. 

Leaders who are effective have an ability to maintain mutually satisfying relationships in both good times and not so good times. 

The best leaders I observe have an ability to build these relationships with all kinds of people, even the most difficult. Regardless of how the leader feels personally about the person, really effective leaders are able to put differences aside and navigate the political landscape of any organization.

Great leaders can navigate any relational complexity to get things done.

How are you doing?

The leadership question I’d like you to reflect on this week is how are your interpersonal relationships?

Are your relationships allowing you to maximize your happiness, or are they holding you back?

Are your relationships mutually satisfying, meaning those you are in contact with feel they get as much out of the relationship as you do?

I want to affirm you as a leader today. Go out there and build the relationships you need to lead.

How to Create Excitement In Hiring

I had a quick meeting with a very good friend of mine the other day and the upbeat tone my friend shared really made me stop and think. I was inspired to write down what I was observing and I’m wondering if perhaps you might feel the same way I did by the end of this post.

I saw my friend at the end of a very long day for both of us. I asked a quite boring question, “How did your day go today? Did you do anything interesting?”

Her response was so enthusiastic it actually took me back a bit!

I knew she had delivered an important presentation to her leadership team because she had talked about it the day before. 

“So the presentation must have gone really well,” I said. 

“Oh, the presentation…” there was some hesitation in her voice. “Sure, it went just fine,” she said, but that was almost 9 hours ago! I’m excited because I just got out of the most amazing interview with a candidate we are thinking about hiring. I was asked to sit in on the interview sort of at the last minute so I did not even get the person’s resume beforehand. I was feeling a bit unprepared, and frankly, it was the end of the day and I was feeling a bit tired.”

“Well that doesn’t sound all that exciting,” I interrupted.

“But it was!” she said. “When the young lady walked into the room she had such an air of confidence about her. She stepped right up, shook my hand, and presented me with a copy of her resume. During the next hour she talked about her education and her experiences, which were an exact match for what we needed.”

Then, my friend said those magic words that I love to hear when a leader is making a hiring decision…

“My only regret is that I know she won’t be in the position long. She is just too good! People will quickly see in her what I see and within 18 months she will be promoted!”

I know what my friend is talking about when she says regret.

Not the kind of feeling you get when your dinner companion orders something off the menu that turns out to be way better than what you ordered. 

This kind of regret is a result of knowing that the person will do so well in the role will not have the opportunity to work with them long enough to learn what you could from them. 

I do hope as you read this post you are thinking of a particular person you have hired in the past that has moved on to a higher level. Organizations are like that sometimes. They take away from us some of the best relationships we have ever had and it seems like things will never be the same.

I have two folks in mind that I have worked with over the years and I am going to jump on LinkedIn later today to send them each a message and tell them what a joy it was to work with them.

How about you? Maybe simply sending a note to someone will make their day!

I am so happy for my friend as she hires a person she is so excited about. Is it possible that is really the standard we need to shoot for in hiring?

There are likely many people who can do a job, but if you are hope to form a high performing team, maybe there is more to it than just a competent person. That connection where you know they are the exact right person for the job ought to be considered as well.

For those of us who do some hiring but also have other career aspirations, what do we need to do to be that person who creates such excitement?

If you have thoughts on that, I would love to hear from you!

Focus on BOTH Performance AND Mastery: A Development Suggestion for Leaders

It happened to me again.

I cannot believe it caught me off guard, but it did…again.

A student I have been teaching in an executive coaching program asked for some time to talk with me. This student has been doing quite well in the course, but wanted to discuss an issue they were facing.

Usually when this happens the student has one of two types of concerns.

The first is that the work they are doing is not up to expectation and they want to know what to do about it.

The second is that they have told people they are in this coaching program and have received an inquiry about doing some work for a potential client.

This call was not one of the usual scenarios, and so it caught me a bit off guard.

“Dr. Livingston, I have never been a CEO or even led a team of more than five people. Why would anyone ever hire me as an executive coach? I have been doing very well in all my coursework and I really understand the concepts and the value that executive coaching can bring to an organization. However, I just do not feel qualified to do coaching at an executive level.”

I Am Curious

Have you ever received this type of question from folks in your organization?

It might not sound exactly the same, but the more I think about it the more prevalent I believe it is.

The basic root of the question is this:

“I am here and performed really well, and now I want to be there; how do I do it?”

Some examples I have heard recently from clients I work with might be helpful:

1. "I am in sales and have performed really well, what do I need to do to get promoted?”

2. "I am a high performing charge nursel, what do I need to do to become a supervisor?”

3. "I am a youth minister and performed really well, what do I need to do to get my own church?”

4. “I am a production manager and performed really well, what do I need to do to become a plant manager?”

As I am listening to my student, it occurs to me that my clients have been talking about some very similar types of issues. What does a leader do when someone is performing really well and they deserve other opportunities in the organization?

I have found over the years that telling someone to just “keep up the good work” and good things will happen is both lame on my end and not very helpful to them.

Before I give a suggestion on how to work with someone who presents to you in this manner, I think there are some important assumptions to put on the table:

• The person really has performed really well. If they have not, then they need to hear this from you and to get your thoughts on how they can improve performance.

• There is opportunity to move the person now or in the future. If there is a new opportunity for them, then it is up to you to get them there and set them up for success.

• The individual not only displays appropriate performance at the current role, but they have the necessary leadership ability to be successful at the next level. My preference here is that they have a perceived ability to perform two levels higher than their current level.

If all of these assumptions are true and the person is ready and deserving for new leadership opportunities, how will you help them focus on their development?

A Simple Suggestion

One thing that has helped me is to get them to focus on the idea of mastery in addition to performance.

Those who have a performance orientation tend to focus on that what is good enough to compete with others as the goal. In our society, performance is indicative of very short term thinking and the result can be either positive or negative. You are either better than others at what you do, which feels satisfying, or you are not, which feels discouraging.

Alternately, those with a mastery orientation take a longer term view of development. Learning, rather than competence, becomes the goal. Those with a mastery orientation focus on what is possible in their development. They think more about what they don’t know rather than showing others what they do know. A mastery development focus takes the person on a journey through their chosen field rather than to a destination of any particular organizational role.

Give It A Try

How can you help someone in your organization change the focus of their development from performance to mastery?

Notice I am not saying here to not focus on performance. Ensuring the person stays on task and accomplishes the goals is still important. Do not lose sight of  performance excellence.

The intention is to shift the thinking and the focus a bit from being competent to becoming an expert in their field.

What could they learn that they do not already know?

How could they innovate their current role?

Is there anything they could experiment with to try something a little different?

Having a mastery mindset often means asking an entirely different set of questions than those that are merely focused on performance.

If you give this a try with some folks on your team, I would love to hear from you. Drop me a comment below or send me an email. I am really interested in what this distinction looks like in your world.

5 Actions For Speaking Truth to Power

Every leader needs a voice who will speak truth and help them see things that are not obvious. Henry Kissinger is famous for saying that one of the most difficult things for a young leader to do is to “speak truth to power;” to go up the power gradient with information that is contrary to what the hierarchical, authoritative, and referent, position believes to be true. We have all been there at points and felt the emotion of that moment. There is inherent organizational danger in communicating things to a leader that they are not seeing in the moment:

• You could be rejected which leads to embarrassment

• You could be dismissed which leads to self-doubt

• You could be humiliated which leads to isolation

• You could be discounted which leads to demoralization

The young leader has information that someone in a decision-making position needs to hear, and is frozen in the moment by these potentially negative outcomes.

The other side of the proposition is, all things being equal, there is a huge upside in communicating to a leader what they are not seeing in the moment:

• You could be celebrated for the input

• You could be included in the decision-making process

• You could be honored for your courage

• You could be valued for your contribution

Whether a part of reality or a figment of our imagination as a young leader “speaking truth to power” can seem overwhelming. This is the risk tension that the young leader faces. Some of the mediators that go into the “speak truth to power" equation are:

• Culture of the organization-What is the level of freedom that truly exists for information sharing?

• Young leaders' personal-risk tolerance-Where do they fall on a spectrum between “wary” and “adventurous”?

• Receptivity of the leader to feedback-What is the historical behavior elicited when contrary opinions have been shared?

RECEPTIVITY OF THE LEADER

I think we can all pretty easily agree that the young leader when faced with a decision to speak truth to power, has a burden that can feel like wearing a shirt made of lead.

However, as more senior leaders in organizations, how much of the burden falls on us to create an atmosphere where much of the risk is mediated for a young leader? How much of the responsibility is ours to create the environment in which others feel a freedom to be able to share?

I argue that much of the speaking-truth-to-power-dichotomy rests not in the hands of the deliverer but the receiver. And yet the senior leader is the one who often times has the most to lose by missing key information that was never brought to them. In the fast-paced, get it done now, microwave culture that organizations exist in today many of us cave into our survival reptilian brain that tells us to do whatever we can to survive.

Many times these environmental and personal factors are not acting in our favor. As leaders, we have to put effort into creating a persona and a culture so that the voice we need to be able to hear in our organization comes through.

5 ACTIONS YOU CAN WORK ON TODAY

Here are my top 5 tips for leaders who want to improve their chances of hearing all the information they need to hear to be able to make an informed decision:

• Slow down your cadence-Most of the leadership mistakes I have made were because my world was moving fast and I did not slow down to see more possibilities. The faster I went, the more convinced I became that I was right, and the further away I got from the truth. Take a deep breath, count to 10, silently sing a familiar tune very slowly (I like; “Row, row, row, your boat), pray, do whatever you need to do to slow your reality down.

• Become curious-The practice is to suspend your need to be right or heard and to work really hard to understand the other person's position. Before you jump to conclusion or shoot them down because of what you know that they don’t, spend some time to really discern the message they are bringing to you.

• Always say thank you-So before it feels like I am your mom or kindergarten teacher, just hear me out. You would be surprised at how often I observe leaders in interactions where they turn and walk away without expressing gratitude. I don’t think it is an intent to be mean or degrading, the pressure of the moment takes the brain to the next thing rather than finishing the relationship with the current interaction. Researchers at USC found that simple acts of gratitude provide benefits ranging from feelings of reward and satisfaction to just helping people to hold on to their humanity.

• Spend time reflecting- At the end of your day take the time to review the day. Play back the interactions you had with others. Resist the temptation to become defensive and ask yourself questions like:  I wonder what they were really trying to ask me?  Why did I feel such a strong need to defend myself?  Why did I feel such a strong need to exert power in the moment?  What unintended consequences could the action I took cause?

• Do the inner work of developing your soul- The psychology data says you are as intelligent right now as you will ever be. Your personality is fully formed, so you know if you are extroverted or introverted. You have most of the skill you will ever need. So what is your next step in development? Do you need to work on developing the soul of your leadership?

HOMEWORK:

Pick one of the 5 Actions above and work on it every day for a week. For example, in every personal interaction and every email you send, say “thank you." Work on making your attitude heartfelt and not rote. If you try any of these let me know how they go for you, I would love to hear.

Are You Emotionally Agile?

Change is really hard!

I am experiencing this reality for myself and it is tough. Here is a bit of what change is looking like in my leadership development practice.

Let me start by writing that I am blessed beyond measure to work personally with many of you who read this post every week. You are so patient with me as I lament stories and try and apply good leadership theory to practice. I count it a real privilege to be invited into, what I consider to be, the sacred space of helping you develop into the leader you want to be.

This is a blessing I do not take lightly or for granted.

My Change Story

My leadership development work seems like it is changing. The feeling is palpable for me. For the last eight or nine years, I would say that 50% of my work has been in some aspect of training leaders in the area of emotional intelligence in live workshop formats. The other half of the work has been focused on one-on-one coaching to develop leaders using multi-rater feedback or as a thinking partner. For solo practitioners such as myself, this is a fairly common mix.

What has driven this 50/50 mix has been based primarily upon the work that my clients have had available. And as I have been in discussion with most of my clients around what 2019 is going to bring there is a lot of ambiguity, which is not at all comforting. For anyone! Not for me, nor for the clients that I serve.

This change is really hard. Any change that feels like you are losing something is what psychologists call Ambiguous Loss. According to Pauline Boss, author of Ambiguous Loss, “those confronted with such ambiguous loss fluctuate between hope and hopelessness. Suffered too long, these emotions can deaden feeling and make it impossible for people to move on with their lives.” However what I am experiencing in my own personal change is that all is not lost.

And I think this is true for most of us. We need to see the hope that change can bring.

Emotional Agility

So, as I have been thinking about these changes over the past few weeks a range of feelings have swept over me.

Being emotionally agile starts with recognition of this range.

Here is what I experienced:

1) Rejection. My first thought was to ignore or dismiss the change, to pretend it was not real and to just sit back and see what would happen. This idea of rejecting reality is like being frozen in time. If I do nothing and just sit here, then maybe things will go back to the way they were in the past.  

The emotional intelligence competency to pay attention to is Reality Testing. This emotional competency challenges us, as leaders, to remain objective by seeing things as they really are. This challenges leaders to recognize when emotions or personal bias can cause one to be less than objective.

As I have been thinking through my current situation, to reject the change is to not see it as really happening, I realized this first stage is not serving me as a leader at all.

Time to move on…

2) Understanding. This step in becoming emotionally agile is really about intellectualizing that the change is happening and trying to understand the reason behind all of the change dynamics. Folks who are in this phase of emotional agility thirst for information like a heat-seeking missile. The fallacy in this phase is that if I just have more information and understand the change better then it will all be ok. Those stuck in this phase may feel a sense of false security as they gain information, but are not doing anything with it. The information is intellectualized but the receiver of the change stays right where they are, not doing anything with the information they have learned.

The emotional intelligence competency to pay attention to is Problem Solving. This emotional competency challenges leaders to find solutions to problems where emotions are involved. Notice that the skill here is to find the solution, not to sit and think about the problem or to make sure you understand all of the inputs into the change progress. The capacity of problem solving is to understand how emotions impact decision making and then move toward a solution for the problem.

3) Moving. This step in becoming emotionally agile is about finding clarity in the change you are experiencing and trying something new. I think clarity is huge in this stage. It is so hard to move toward something that is not clear to you. The other day I went for a run in the rain and for the first few miles it was great. Then I hit such a downpour that I could not see even a few feet in front of me. I had to slow down to a walk because the path was not clear. The same becomes true for those of us who are ready to move to a new reality. We have to have some clarity of vision so that we feel safe moving forward.

The emotional intelligence competency to pay attention to here is Optimism. This emotional competency challenges leaders to keep a positive outlook on life. The main idea is to remain hopeful and resilient despite the occasional setbacks experienced during change. Optimism becomes critical because of the ambiguity during change. We are going to have setbacks that we didn’t experience in our old reality. For me, business just kept rolling in from my clients year after year. That is now changing, so I am going to have to change with it and there will be setbacks along the way. The goal is to remain optimistic for the future.

4) Integration. The final step in becoming emotionally agile is to make the change a part of you. To accept the change, revise your beliefs and assumptions that you make about how you will proceed moving forward. Difficult change really is not about the choices you have in front of you. It is more about your values and how you want them expressed in the new reality.

The emotional intelligence competency to pay attention to here is Self-Regard. The idea here is to keep your self-respect while understanding your strengths and weaknesses. As the change is happening, you are still the same gifted and talented person you were prior to the change. It is really fundamental to come to grips with the idea that while your circumstance has changed, your giftedness has not.

Homework

I have realized these four steps in my own life about becoming more emotionally agile. How about you? What is your experience? Could focusing on emotional intelligence help you or your organization become more agile with the change you are experiencing? If so drop me a line, I would love a chance to talk with you about your current change.

Emotional Agility

I ran an interesting experiment last week with a group. I was training them on being emotionally intelligent leaders. Before I tell you about the experiment, a little context might be in order.

The organization, a group of twenty folks, has been working while undergoing massive change. By massive, I mean not only the quantity of change processes going on at once but the entire cultural core of leadership requirements as well. For example, managers are being asked to shift from a “command and control” culture, where directives are pushed down the chain of command, to one of solving issues as they present by the people closest to the event.

This type of change has as a reorganization component. Teams are being dissolved and new teams are forming that did not exist three months ago. People are being herded into unclear roles that have no guidelines or strategies for success.

This kind of change is hard on people. As humans, we naturally seek safety and comfort. Even if things are not ideal if we feel comfortable and safe and like the way we have it, why would we ever want to change?

It is like trying to get your parents to move into assisted living and out of the house they have been in for over forty years. Even though everyone knows it is best, they just feel better in their environment. Change from the known to the unknown can be deeply challenging.

Period.

So back to my training experiment.

When the group of twenty came in for the 9:00 AM program, the first question I asked them, is the question I ask every group at the beginning of a session, “What do you need to know about me to feel safe in your learning?”

I know the more safe people feel, the more likely they are to absorb content, listen, and hence hopefully learn something that benefits them as future leaders.

I received typical questions like, “Tell us your education and work background,” and, “Tell us where you are from.” Even from time to time people want to know about my family. Once I have built psychological trust, I usually ask them what they want to learn during our time together. Even though I have an agenda, I always want to know what they need. This helps me to empathize throughout the day and link my content to their needs.

The Experimental Question

The group of twenty are all sitting in pods of five people at four different sets of rectangular tables. I then ask the experimental question to the group stating, “I just got some information from senior management that they feel this group is not sitting in a position that is conducive to learning, and they would like them to learn as much as they can from the day.”

Silence. Seriously, like for ninety seconds. Then someone said, “So, are you asking us to move around?”

I said, “I am not asking you to do anything. Is there anything you would like to do with the information you received?”

Then someone said, “You are the expert, tell us how you want us to sit.”

I said, “Thank you for the compliment but that is not my job here. You received information and I need to know if you are going to do anything with it. If not, I will just move on.”

Finally, some discussion started.

“Maybe we should change seats.”

“I think we should sit in a ‘U’ shape.”

“Then we would have to move tables.”

“I am comfortable right here where I am. I like my seat and really don’t want to move.”

This went on for about three minutes and I interjected, “You all are spending a lot of time talking but what I am observing is no one is moving to meet the expectation.”

After about six minutes, or so, the group got up, moved tables and formed a ‘U’ shape. Once they got into position, I asked if this was more conducive to learning, and they came up with some good reasons as to why it might be.

Then I asked, “So, why did it take you so long to respond to the feedback you received?”

One of the group members sat back and said, “Okay, I see what you just did here. You put us in a place we were comfortable and settled in and then presented us with an opportunity to do better and we hesitated and dragged our feet. That is exactly what a lot of very talented people are doing here at our company. We all know we have to change, but even those who say they are excited about the change are experiencing some emotion around the loss of the way things used to be. So we are just sitting and talking about it without much movement.”

Emotional Agility

As we continued to debrief the experiment, and what was happening in the organization, the discussion quickly centered around the change events they were experiencing and their individual responses to those changes. They came up with many reasons for the change: new leadership, market dynamics, product changes, and cultural inefficiencies. All relevant reasons, and from my perspective, accurate.

My mission for the day then became clear, from an emotional intelligence perspective, to help them develop actions and responses to become emotional agile.

“No matter the circumstance, I am responsible for my reaction”, became the mantra of the group.

For example, when people get angry or upset they almost always blame the person, the object, or God for being responsible for the change. This group came to the realization that when they are faced with change, it is up to them to recognize the emotion, label it, and then ask what it is really telling them.

The reality is, life situations happen. It is not debating “if” change is going to happen but “when,” and the question becomes how are you going to respond.

This is emotional agility. How you choose to respond in your life when change is thrust upon you.

This is Too funny

So, I am sitting on an airplane flying home writing this post and the flight attendant has the snack box. The choices are: Belvita Breakfast Bar, Pretzels, Plane Cookies, and Fritos. Now I always, I mean always ask for, and get, Plane Cookies and Fritos.

The flight attendant says to me, “Which one?”

And I say, “I always get the Fritos and the Plane Cookies.”

He says, “I can give you one, which one would you like?”

My knee-jerk thought is, what a jerk! What is his problem? They always have extras of this stuff. Why is he being such a stickler? I want my snack and I want it my way!”

Then I realized I was not acting with much emotional agility.

So, I reread what I just wrote about being emotionally agile and decided to apply my thoughts to my own behavior.

I sat back and thought, he just wants to make sure everyone gets a snack. This is actually a pretty noble gesture on his part. What a nice guy. If I was sitting in the back I would appreciate getting to have a snack choice like the people up front.

The teacher is always a student.

Becoming Agile with Your Emotion

When change is thrust upon us as humans, we have a tendency to look for blame outside of ourselves for how the action has landed on us.

The central thought behind emotional agility is; no matter the circumstance, you are responsible for your reaction.

According to Holocaust survivor Viktor Frankl, "You cannot always choose what happens to you. But you can choose how you respond to what happens to you.”  

What emotion do you have to manage to be able to be open to think about something outside of yourself?

Can you catch yourself today having some change thrust upon you, and rather than justify with blame, seek contribution on how you can be responsible for your actions?

2 Additional Tips on How to Have a Productive Feedback Conversation

Last week we talked about a 1 Question Quiz on Productive Feedback. If you missed it, click HERE, but in summary, I asked you to consider the following three items in making your feedback conversation more productive.

1. Become Biased for Action

2. Consider the Relationship

3. Appreciate what is Possible

What order do you think they should be in? I suggested Considering the Relationship as the first vital component to productive feedback. This week I want to break down the two additional tips.

Appreciate What is Possible

A conversation that includes possibility assumes a relationship. If someone is going to enter into considering a change by exploring what might be, they first have to be able to trust that you have their best interest in mind. This is a really important point. It is not a good idea to have an appreciative conversation with someone if they do not trust you. You may trust them implicitly, but if the feeling is not mutual then you do not have a relationship, so do not proceed.

Possibility starts with curiosity. Perhaps asking something like, “What could they mean when they say you are direct?” or “How could you approach your work so others feel valued?” would spur your team member toward thinking about what is possible.

Possibility is all about giving the person who receives the feedback hope for the future. As the receiver of feedback, I need your optimism that this criticism is temporary and if I work on it I can overcome the challenge. It is very likely that the person receiving the feedback has been very successful using this behavior in the past. If you consider the story above, it is likely this person has been rewarded for her technical expertise and that working in teams might be very new for her. Showing her a way out of her dilemma is what possibility conversations are all about.

In the end, it is really critical for the person receiving the feedback to own what is possible. You, as the giver of feedback, are helping them get to the place where they can see what is possible and that they can own it. As the giver of feedback, you cannot become the owner of the possible. You have to possess a keen awareness if what the person comes up with as possible will close any gap that exists, but the person receiving the feedback is always the owner and in charge of the possibility dream.

Become Biased For Action

Ahh. We are finally here. Helping the person put the plan together that closes the gap between how they have been showing up and how they desire to show up.

First, it is really critical to stop and ask yourself how the relationship is going and if the person is owning the possibility for change. If not, you are not ready for creating action. Go back and find the issue in the first two steps and correct this before moving forward. According to James Flaherty, too many conversations break down here because of power gradients. People are more committed to change if they trust the supervisor and if they are included in what the change might look like.

This next step is where you will be helping the person take possible into reality. This step is important so you do not stop at dreaming about what might be. You have to help them put a plan into place around what will be.

Commitment to action is what both parties are ultimately after. It is key to keep the plan simple and in the form of a few measurable items. These simple things have to be in the form of behaviors that are observable and not values or character traits. For example, in the story above, the person receiving feedback could ask more questions about why people on the team do things a certain way and then validate that the idea is a good one. This is both behavioral and actionable. Saying that the person needs to become more humble in working with teammates, while potentially true, is not helpful as humility is a character trait and needs to have behavioral actions put with it so that the person can act upon the plan.

Reflection

So, as I had this conversation with my old friend about productive feedback conversations (Read the conversation here) the phone grew silent on the other end.

“You still there?” I asked.

“Yes, I am just reflecting on these three elements and where I am getting this all wrong.”

"You are giving yourself some feedback,” I said.

“Maybe so”, was his reply. “I am thinking I need to go back to the beginning and consider where the relationships with everyone on my team are really at. Do they trust me enough for me to even provide them with feedback? It doesn’t matter that the organization declares me the supervisor, I am only going to get necessary change if they buy into me.”

Spoken like a true leader.

Out of the three tips to consider, where do you see your greatest potential for growth?

Would you be willing to give ME some feedback? If so, I have a few questions I would like to ask you.

Take This 1 Question Quiz on How to Have a Productive Feedback Conversation

An old colleague called me the other day. He was having some trouble getting someone on his team to accept some feedback he was giving.

“I keep telling her that she needs to stop and build relationships with folks on the team. She is just so direct and to the point that no one wants to work with her. She is technically the most skilled person on the team but she doesn’t realize that it is ok if others do things differently. It is at the point that no one wants to work with her on anything. One person even told me,’She needs to approach her work with an attitude that everyone is doing their best and that we all have good intention. Sure she is really smart, but what good is that if no one wants to be around her.’”

My friend then said to me, “I even did the old feedback sandwich technique, where I give her a positive comment, and then give her the criticism, and followed this by what a good person she is.”

Ever been in a space like this? Where you are trying to give someone feedback but it is like you are talking to a wall. Or maybe the person seems open and friendly but you cannot move the conversation past your relationship.  

Or...

Maybe you had someone try some technique on you like the CrapFeedback Sandwich where they build you up to tear you down and then try and save the day with some meaningless positivism that is more therapeutic for them than it is for you?

“Ok, just stop,” I told my friend. “Let’s talk about productive feedback and how really to have a productive conversation.”

Take This 1 Question Quiz on Productive Feedback

Here are three things to consider to make your feedback conversation more productive.

1. Become Biased for Action

2. Consider the Relationship

3. Appreciate what is Possible

Now put them in the proper order for effective feedback.

Did you find that you had an “aha” moment as you tried to figure out the order? Reflect on your thoughts for a moment.

Perhaps you find yourself saying that feedback is all about being Biased for Action. After all, the reason you are giving the person feedback is so that they can have the information they need to make the changes that others see are needed. You are not having a feedback conversation for your own health or to just hear yourself talk (although it does seem that way sometimes to some people).

According to James Flaherty who writes on effective coaching conversations these three conversations all need to happen if someone is going to change a behavior, but the order they happen in is critical. For example, if you do not have a firm enough foundational relationship, getting a person to act on feedback is futile. You could pay them all the compliments you can think of but when the criticism comes, they go immediately into a protective defensive posture.

From the list of three things to consider for productive feedback, let’s consider the most important of these three which is the relationship.

Consider the Relationship

In order for any feedback to resonate with the receiver, the relationship with the provider of the feedback is critical. Good interpersonal relationships have some core elements to them which are often taken for granted.

• First, they are mutual. This means that both parties derive satisfaction from being together. This relationship cannot be forced. Even if we do not get to choose who we have on our team, or the boss we work for, we have to freely decide of our own will that we are going to be in the relationship.

• Second, the reason the relationship exists is due to some foundational core commitments. The commitments we make to each other are critical because all relationships are going to have ambiguity and misunderstanding and without solid core commitments it is hard to maintain a relationship.

• Third, the relationship must contain trust and compassion. For feedback to be absorbed by the receiver trust must be present. For trust to flourish compassion must be present. Having compassion means you are with me in my suffering. That you understand me and will not abandon me when I am down.

Next week we’ll dissect the remaining two factors that play a big role in productive feedback: Becoming Biased for Action and Appreciating what’s Possible. But until then, how do you think Considering the Relationship affects productive feedback? I’d love to hear your comments below.

4 Additional Considerations for Giving and Receiving Tough Feedback

Last week we talked about a case study between Toni and Mia. Toni had some tough feedback for Mia and unfortunately, their conversation did not go well. Click here if you missed the blog post, but in summary, the one thing to remember in giving and receiving feedback is recognizing who is in the power seat during the conversation.

To add to our dialogue, here are 4 Additional Considerations for Giving and Receiving Tough Feedback.

1. Expect Defensiveness - People are people and when we feel attacked one of our natural responses is to defend ourselves. We do this by justifying our actions, discounting the process, and questioning the procedures.

   • If you find yourself on either side of the feedback process. Recognize when you are being defensive and say, “I am feeling a bit defensive right now and that is not how I want to be perceived. Can we reconvene tomorrow so I am more open to what you are saying?”

2. The Speaking Reveals the Speaker - Those providing feedback are in the hot seat. Even if you are just playing the role of the reporter who is bringing objective facts to the conversation, you are choosing the subset of facts you think matter most.

   • When you are receiving feedback, assume positive intent from the giver. Assume they have information that is going to be helpful for you to perform better.

3. The Rule of 3 Conversations - Anytime we are delivering feedback there are 3 conversations happening. First, the conversation between the speaker and the listener; second, the conversation the listener is having with herself, and third, the conversation the speaker is having with herself. The job of the speaker is to understand the conversation that the listener is having with herself.

   • As the listener, your job is to comprehend what is being said. The quieter you can make the conversation within yourself will enable you to appreciate and receive what is being communicated.

4. It’s All About The Relationship - Never, ever underestimate the power of relationship.  As the giver of feedback, the more mutually satisfying the relationship, the better your feedback will land. This is not just about having common interests but has to do with the level of shared commitments you make to each other. The only way to do this is to spend both quality and quantity of time together. The stronger the mutual commitments that people have the better the relationships. I have noticed in my coaching work that many people do not have anyone to call and share struggles with when they feel like they are in emotional confusion. There is no substitute for genuine time and compassion to strengthen relationships.

   • As the receiver of feedback, you have to take the relationship where it is at the moment, so here are some tips for you to absorb the feedback:

     • Stay present and attentive in the conversation. Resist the temptation to explain “why” you did something.

     • Find commonality in what is being said. It is critical to find something in the feedback you can own and act on.

     • Don’t shoot the messenger. Refrain from becoming judgmental of the person who is giving you feedback. Focus on the content of the message and not who is saying it.

Reflect on the Case

Go back over the case study from last week (read here) and see where you think Mia and Toni could have gotten a better outcome by applying these 5 total suggestions (from this week and last week’s blog) to their feedback conversation.

Better yet, why not study these 5 items before you go into your next feedback session.

I would love to hear from you as to how these 5 items resonate with you. Drop me an email at scott@drscottlivingston.com and I would be happy to connect.

Would you be willing to give ME some feedback? If so, I have a few questions I would like to ask you.

If Workload Is Not the Culprit For Stress...What Is?

A relatively new area to hit the leadership literature is the concept of job crafting. Many organizations are leaning more on the individual worker to “craft” their job by changing everything from accomplishing tasks, to strategizing important relationships, and mapping business goals. This idea of “job crafting” actually has been cited in leadership studies as being aspirational and motivational, allowing the individual to self-actualize and find meaning and purpose in work.

Job crafting has been cited as increasing work productivity, employee engagement, effective problem solving, and overall employee performance. Before I even knew it was called “job crafting” I always thought of it as “just do what you need to do to get the job done." Be responsible. Be accountable.

THE RESEARCH

An article in The Leadership Quarterly (the Bible of Leadership Studies) by Elizabeth Solberg and Sut Wong took on the question of what employees perceived as their ability to craft their job in the context of work overload.

In English: If I have work overload, do I feel I can do what I need to do to get my job done?

Job crafting is often classified as a proactive behavior and reflects traits such as self-initiation to bring about any needed change. However, it turns out that job crafting is not necessarily anticipatory. Most scholars view job crafting as a behavioral response to one's current work situation. Rather than being future-oriented and strategic about what work we have, most of us will just react to the load we currently face. It really is the “tyranny of the moment” that is a key factor in our ability to be able to craft the job into what we need it to be.

THE FINDINGS

There are two important findings that come out of this study as it relates to job demand and role crafting. When employees are feeling the overload of work, their anticipation for a positive resolution and their leader’s need for structure are two very important factors.

As always in leadership studies, there is more than one variable that must be considered. When studying the leader one must also study the follower. When thinking about employee performance and work overload, the literature will support this idea.

THE EMPLOYEE

It is a good idea to ensure you have people on your team who can be proactive in adapting and initiate change in order to relieve the work overload.

The follower needs to have some skill or trait in their overall ability to be able to manage change. There is an accountability and expectation that rests on the shoulder of the follower that when work overload is occurring they can cope, manage, and make proactive changes.

Point taken. Followers need to be accountable.

THE LEADER

However, follower accountability is only half of the story. The other half of the story is how much control the leader exudes.

According to Dragoni and Kuenzi (2012), leaders engage in leadership behavior consistent with their own goal orientations, producing a work climate that influences their employees to adopt aligned goal perceptions. This research also shows that the more controlling the leader, the less willing the follower will be to exhibit autonomy and make changes that are needed to alleviate work overload.

THE LESSON

If team members in your organization are overworked and feeling stressed, maybe it isn’t the workload to blame. Maybe it isn’t all of the quarterly tasks. Perhaps it is your need to control as a leader. If our need for structure across all time and circumstance is consistent, then in times of heavy workload, your workload is going to increase even more. Why? Because in order to get things right, the followers are going to need you to think for them. If, as leaders, we want to feel less stress or have more time to think and create, then perhaps letting go of control might be just the gift to give yourself and those on your team.

What can you as a leader do to loosen your control reigns? What value would giving your team more autonomy have on the overall effectiveness of your team?

How Do You Define Trust?: Delegation Series #4

I hope you’ve enjoyed this Delegation Series. To wrap up, I’ve invited my Executive Assistant, Brandi, to explain how building trust in our work has enabled me to delegate things to her. Here’s Brandi...

I have had the honor of working alongside Scott for over three years now. At the beginning of our working relationship, Scott delegated to me tasks of a traditional Virtual Assistant, such as calendar management, travel coordination, copy-editing, and social media management. Although I still have involvement in some of these areas, my role within Scott’s company has evolved quite a bit, allowing me to partner with him in new ways that develop and grow his business.

These days I spend the majority of my time overseeing the full administrative scope of Scott’s coaching and consulting practice: contracting, designing and distributing program materials, administering assessments, managing coaching engagements, invoicing, and much more. Additionally, I regularly have the opportunity to partner with Scott to help guide and manage special projects, external contractors, and various growth opportunities.

As Scott and I have developed our working relationship, one very key attribute has determined our success: trust.

Merriam-Webster defines trust as, “assured reliance on the character, ability, strength, or truth of someone or something.”

Scott and I define trust as:

• Full access to work directly with his clients, knowing that I will treat them with the utmost respect, kindness, and care, to ensure the success of the program, coaching engagement, or consultation.

• Confidence in my decision making, allowing me the freedom to select travel arrangements, schedule meetings, edit content, and make recommendations without questioning or hesitation.

• Reliance on each other’s areas of expertise. Recently, while talking through a project we were about to pull the trigger on, Scott said, “I am hesitating, even though I know this is the right direction, but I just can’t visualize it.” Within seconds I was able to virtually share my computer screen, walk him through a demonstration of a similar project, and give him the visuals he needed to ensure confidence in moving forward.

With trust as the foundation, Scott and I have found a rhythm that allows each of us to work within our strengths. As a result, not only are we both happy in our roles, but Scott’s business is thriving, his clients are happy, and he is free to spend his days doing what only he can do (even if it means leaving the office an hour early to play some golf or spend time with his sweet granddaughter, Natalie).

So, how do you develop this kind of trust with your team?

Here are a few things that have helped us:

• Prioritize regular communication. Scott and I meet first thing each Monday morning via video conference to catch up and talk about the week’s priorities.  

• Be reliable. Scott and I have proven to each other that we will do what we say we will do. If we encounter delays or roadblocks, we communicate our concerns quickly.

• Create an environment where it is safe to fail. In our very first meeting a few years ago Scott told me that on our team there is no blaming. When we fail, we are not interested in pointing fingers, we focus on making it right and learning so that the mistake is not repeated. I have heard Scott reiterate that to our team throughout the years and I believe this has significantly contributed to an environment of trust.

Trust is not something that develops overnight, but with the right person in the right place on your team, you will be amazed at what you can accomplish together as trust grows. If you are interested in exploring the idea of finding a new team member who can partner with you in similar ways, I encourage you to reach out to BELAY.

Moving toward Delegation Expertise: Delegation Series #3

Last week you heard from BELAY’s CEO, Bryan Miles, and how he helped me with my business. This week, I’ve invited one of my virtual assistants, Tannis Oliveri, to share how she empowers multiple clients toward delegation expertise. Here’s Tannis...

When a client begins an engagement with a Virtual Assistant (VA), they are typically overworked, stressed, and looking for a reprieve from the mundane tasks that weigh them down. Through the first few weeks of onboarding with a new client, I seek to learn their pain-points, what part of their day is the most productive, their personality type, and their communication style. This helps me get a broad view of their work and life. Once I determine their greatest needs I strategize how to take things off their plate which typically begins with delegation.

Depending on their professional journey, they may or may not have utilized Bryan Miles’ delegation matrix in order to identify tasks they want to get off their plate. In my experience, some clients, like Scott, have been the one-man-show in their business and need encouragement to continue handing things over. Regardless of where the client is on the road of delegation, here are some simple tips for moving toward delegation expertise.

• Templates, Templates, Templates: This has been the biggest area of success for my clients across the board. If I can remove the brainwork from a repeating task by creating templates, then it’s a win for everyone involved. Here are a few of my favorites:

  • Meeting + Travel Templates: This works best is in a task-management software where I list the overall details needed for meetings or travel arrangements (location, required attendees, etc). Rather than my client and I playing email-ping-pong with gathering the necessary details, my client is able to copy the template, type in the meeting or travel request information, and I take it from there. It is efficient and creates clear lines of communication.

  • Email Templates: Whether my client wants to touch base after submitting a proposal or reach out to a volunteer, a canned response gives them a track to run on. In creating the template I will include language such as, “I’ve CC'd my assistant, Tannis, on this email. Please respond to her with your availability.” In doing so my client (1) doesn’t have to remember to delegate the scheduling to me and (2) is training his team to come to me with calendar requests.

• Gently pull things away: Expense reporting was a tremendous drain for one of my clients. When we first began our engagement he would manage all his receipts, even though I offered to do them. His response was, “It doesn’t take me much time. It’s no big deal.” But his calendar screamed how valuable his time really was. So, rather than waiting for him to upload the receipts each week, whenever an expense comes through his email, I take care of it right away. The small fragmented pieces of time are back in his control when he allows me to take the initiative.

• Remind them of your skill-set: One of the things I’m known for (and actually enjoy doing) is taking messes and cleaning them up. Whether it’s an online storage that needs a complete overhaul, or a tangible folder that needs reorganizing, I encourage my clients to delegate that to me. When I first began with Scott his Dropbox was in desperate need of organization. Rather than Scott trying to clean it up, he handed it over to me and I whipped it into shape.

• Ask lots of questions: Some clients have been doing a task for so long they don’t realize someone else can do it for them. During my weekly meetings with each client, I ask various open-ended questions that help them process through their tasks. This creates time and space for them to think through things and offload work that doesn’t belong on their plate.

As a Virtual Assistant, I feel I am an extension of my client. We are both working toward the same goals. When they become empowered to delegate, my clients find freedom and more time to spend on the work they love.

One Easy Way To Avoid Burnout as Leader: Delegation Series #2

Last week I kicked-off a series about Delegation. I shared my confession of being a control freak and how hiring a Virtual Assistant from BELAY changed they way I run my business. I’ve invited BELAY’s CEO, Bryan Miles, to share from his perspective, how he helped me with my business. Here's Bryan...

Throughout my years as a leader and more recently as CEO and Co-Founder of BELAY, I’ve learned many valuable leadership skills and principles. One leader who has helped our leaders and managers hone their leadership skills is Scott Livingston, one of our partners here at BELAY.

Scott is a business coach to highly successive leaders, helping them meet their goals and reach their potential in the workplace. Scott uses highly customized leadership development plans for his leadership training and executive coaching, with a focus on emotional intelligence in his training programs because it has proven to improve leader's execution and performance in their organizations.

As business leaders, we’ve each encountered times when seemingly endless tasks kept bogging us down, preventing us from growing our business. For instance, Scott spent long hours analyzing tests he conducted for leaders, processing assessments, proofing reports, scheduling meetings, and recording results. That is until he discovered the art of delegation.

Scott and I have learned over the years why delegation is integral as a leader. Effective delegation allows leaders to focus on the things that only they can do -- casting vision, strategizing and serving as the stewards of their company’s mission. When entrepreneurs are bogged down in the day-to-day details of bookkeeping, data collection, and calendar management, they’re robbing their businesses of a truly invaluable asset: their leadership.

I am often asked this question when I mentor people: “I have so much that I need to do, I don’t have time to do anything else.” And then the question comes, “So, Bryan what should I do about this?” It’s pointless to discount things like better planning and prioritizing important over urgent work, but most of the leaders I work with are “hacked out” of productivity. Everything they are working on is important. So now what?

Delegation.

At BELAY, we’ve learned how powerful delegation can be for leaders. So much so, that we’ve designed a delegation matrix for leaders to prioritize tasks and see what you can start delegating today so you can finally get back to doing what you really love.

For Scott, one of the first things he began delegating was data analysis for all of the tests leaders took during his training courses. He gained hours back into his schedule each week. Hours he now spends doing what he does best: coaching highly successful leaders.

One of the first things I delegated were the routine, administrative tasks that were eating up my day (aka low pay off activities). I know, taking the first step toward delegation is a doozy. In fact, giving up those first few scraps of agency to someone else can be terrifying. That’s why I suggest starting small. Begin by delegating to a Virtual Assistant (VA) your scheduling, routine correspondences, calendar management, or travel arrangements, all time-consuming details that can be easily delegated to a VA with minimal amounts of panic and distress.

Delegation is essential for your business’s success for two reasons:

1) Your time is limited.

2) You aren’t always the best person for the job.

Effective leaders thrive on humility and are never afraid to say, “I can’t handle this,” or, “I don’t know.” Delegation allows leaders to leverage the expertise of others, and use their own time more effectively. A good leader worth following should never feel guilt when delegating … they should feel relief and see results.

If you want to start alleviating stress in your workday, we’ve designed the Delegation Matrix just for you. We use the Delegation Matrix to not only help leaders prioritize a task list and determine what can be delegated today, but also to help our employees become better stewards of their responsibilities.

Here’s how to use it:

Quadrant 1 -  Write out the things you love and that only you can do (and keep doing those)

Quadrant 2 -  Write out the things you love but that you know others can do. This is the quadrant that you should lead, teach, coach, and develop others.

Quadrant 3 -  List the tasks that you know you shouldn’t be doing or find yourself procrastinate doing. Guess what - there are other people who actually love doing these things. If you hate doing stuff that you know you should do, it will show up later. This is typically outsourced areas like bookkeeping, legal work, admin details, project management, proofreading & etc.

Quadrant 4 -  This is everyone’s favorite part - list the things you REALLY shouldn’t be doing. DELEGATE the stuff you hate & others can do. You're wasting valuable time if you do stuff in this quadrant. Get rid of these items immediately.

Don’t you think it’s time for you to start doing what you do best? Start focusing on growing your business and leave the rest to your delegates. Download and start using the Delegation Matrix today. Or let me know how you delegate: @bryanmiles.

Confessions of a Certified Control Freak: Delegation Series #1

Confessions are really hard for me.

Important, but really hard.

Confessions for me come in two different ways. Both of them entail me acting in a way that is disruptive to others.

The first way is when something is brought to my attention and I have no idea that I did it. The second way my need to confess, well, I’ll describe it in the story below.

The other day my wife and I were driving in downtown Columbus Ohio to meet our youngest son Greg, and his wife Sylvia, for lunch. Most of you already know where this story is headed by the mere fact that a man is driving in a location he is not necessarily familiar with, but here’s how the conversation went.

“Let me put the address in the GPS,” Kim said to me rather nonchalantly.  

“No, I don’t need it,” was my reply. Finished by, “I know where I am going.”(Which, I guess was said with a little, OK, a LOT a of tonal impression.)

“Really?” Kim said. ”You don’t have to use that tone with me.”

In a knee-jerk reaction, I said, “I am sorry,” thinking that what I had done would be immediately forgiven and forgotten.

But then…

Kim said, “For what?”  

Startled, I said, “What do you mean for what?”

“What are you sorry for?” she said, followed by a rather long period of silence.

Now you can see I am at an inflection point in the conversation. “My tone?” I must have said with a bit of guessing in my voice.

“Nice guess,” she said. “You don’t have to use that tone with me, I am just trying to help us get there on time.”

Time for my confession, “You’re right. It was not my intention to belittle you.”

“I know,” she stated. "But it was the impact it had on me.”

For sure, it was not my intention to belittle. But it was important for me to see this and then to verbalize and confess the error of my way. It is a bit cliché to say that confession is good for the soul, but in a meta-analysis of over 150 studies, the idea of self-disclosure has been found to be beneficial for the confessor. Scientists are just now starting to understand why this is so important.

The second type of confession is the type where I know I did something wrong without anyone bringing it to my attention. Usually this type of confession, I call Type 2, is something I have been thinking about for quite a long time. I have made a mistake and I know it. I have pondered over how much of the error I actually own and am responsible for. Then, after some contemplation, I make the decision that the responsibility is mine.

According to Meg Jay in her best selling book Supernormal, it is critical for humans to take our feelings and experiences and “put them into words.” Turns out, words for us become labels or categories, according to Jay. When we talk about our experiences, we are sorting them out. Organizing our thoughts into words and speaking them can take what has happened and make it understandable and even less upsetting for us.

My Confession

I have a Type 2 confession to share with you today.

Many of you know I work in my own Executive Coaching and Consulting practice. I have decided that at this point in my life, this type of work fits me. I really enjoy helping those I work with become happier and healthier in the organizations they serve. That is the bright side of me.

The dark side of me is I am a control freak.

There, I said it. It feels a little cathartic and freeing to write it down for all to see.

The problem of being a control freak means I want to control everything in my business. I mean everything. So, I used to do sales, product design, product development, implementation, scheduling, finance, marketing, customer follow-up, customer communication, customer delight.  Think about all the different departments in your business. I do the same thing, just on a much smaller scale.

I was doing it all. And pretty effectively for a while. But, the problem was that with my controlling every single detail, my business was only growing so far.

My Freedom

I wanted to grow my business, but I still wanted to do the work I loved. The question for me was how could I do both?

A few years ago, I was listening to a podcast by Michael Hyatt. He was talking about his friend who had figured out a Delegation Matrix that offered freedom to entrepreneurs. His name was Bryan Miles and his company is BELAY.

Bryan started BELAY with his wife, Shannon. They wanted to take the stress and worry out of the lives of the entrepreneur, minister, and executive, so that they could focus on doing what they love. The brilliance of all of this is Bryan and Shannon figured out a way to do this virtually.

So, after listening to Michael Hyatt, I did some digging on virtual assistants and set up a meeting with Bryan.

Now, what happened next was not rocket science, but it did revolutionize the way I approach my life and my business.

Bryan and I had a half-hour call scheduled and I thought we would spend time in small talk and getting to know each other. WRONG!

Bryan said, “Scott it is nice to meet you. Tell me 3 things that you love to do in your business.”

I was a bit stunned. "Well I love to coach, I love to speak to groups, and I love to write my thoughts out.”

“Great!” he said. “Now what are 10 things you have to do to coach someone that you hate to do?”

It took me a couple of minutes to come up with the 10 things, but I did it.

“Great,” he said again. "Now, how long does it take you to do those things?”

“I don’t know, maybe 10 hours or so.”

“Great,” he said for the third time. “Now, what do you bill your clients out at an hourly rate”?

He had me.

I was spending way too much time doing what I didn’t like doing when I could have been what I loved to be doing.

All I had to do was give up control of what I hated.

Now, how hard is that?
 

This is the first in a four-part series on the topic of delegation. Next week, you'll have the opportunity to hear directly from Bryan Miles. In the meantime, if you are interested in learning more about Belay's services, click here.

Do you have a case of “Yeah, But?”

The experience of being a grandparent is everything I thought it would be and more! My wife and I just finished a three-day “grandparents camp” with our little granddaughter and we had such a good time together. Our little bundle of joy has really made an impact on my life. She has changed me a lot.

However, there has been one change I did not expect.

My brother, who beat me to the grandparenting experience by about 18 months, kept telling me it was going to be the best experience of my life. He would send me videos of himself and his grandson playing on the floor together or reading stories. While there was a sense of joy, I have to admit it didn’t look like that much fun to me. I have not rolled on the ground with kids for a long time. Where was the intellectual stimulation going to come from?

How Wrong Can One Man Be

I was 100% wrong! I had no idea what I was talking about. My little granddaughter has totally changed my approach to life.

The most profound effect she’s had on me is the revelation that I need to continue to work on my listening skills. Here is an example:

“Grandpa let's take Carlos (my dog) for a walk.”

“Ok, let me finish the article I am working on and we will go.”

“Yeah, But Carlos needs to go for a walk.”

Or Consider,

“Grandma, I want a snack.”

“Sweetie we will eat lunch pretty soon.”

“Yeah, But I want a snack.”

Many times when change is not going our way, we as humans do not want to go deeper into the reason why. Since change brings on so much emotion, it is important for us to step back and realize the problem we are having with change could be that we are trying to use logic with an emotional issue.

For my wife and I, being grandparents means that we have had about 6 years since our youngest son left our home and our little grandbaby entered our world. When Greg left home he departed as an adult. We could have very adult-like, seemingly logical discussions with him.

What seems so obvious to me now never occurred to me in the moment. Why wouldn’t telling my granddaughter that we would have lunch pretty soon be good enough for her? Surely she has experienced lunch before and knows her hunger will be satiated when she finishes her meal. I mean by now she has probably had over 700 lunches in her life, surely that is enough repetition for her to know what lunch means…

Yeah, But...

I have experienced the case of “Yeah, But” in my coaching practice as well. I will be working with a client who knows they need to change a behavior, such as:

• Becoming more assertive in meetings

• Having more empathy for those they lead

• Taking deep breaths and relaxing

• Celebrating the success of others

• Having more empathy for those they lead (It was worth listing it twice!)

As I work with them on these, and many other skills, I can often sense a,

Yeah, But...

It is there. It is not always obvious. Maybe not even articulated. But, as I sense the resistance from my client I can feel like I am up against a “Yeah, But.”

This is an indicator for me to slow down and try and understand the emotions my client is feeling. Yeah But means there is an emotional hurdle that needs to be jumped, and before I rush on with more logical thought, I need to slow down and help my client climb over the emotional barrier.

When we are working with people experiencing change, speaking logic during these times can be futile. Instead, we, as the leader, need to focus on helping our followers navigate change in a safe and trusting environment. It is during times of confidence and protection that Yeah But can be satisfied and the learning can resume.

Even if that learning means having a snack right before lunch.

Does Your Team Need This Lifeline?

A while back, after a much-needed vacation, I scheduled some time for writing and research. During this time, my interaction with my coaching and training clients was limited to text and phone conversations.

About 10 days into this period, I noticed something unusual.

I was starting to get a little down. Not an all-out depression, but I was noticing something declining in my overall mood. I felt like I was sinking. Nothing bad happened, really. In fact, I had just come off a very restful vacation and had plenty of work to accomplish.

Nonetheless, there it was; the feeling of not having enough connections that sustain love for my work.

A lifeline is defined as "a rope or line used for life-saving, typically one thrown to rescue someone in difficulties in water or one used by sailors to secure themselves to a boat." Things can happen to us in our lives that give us a similar feeling of sinking or being stuck. If we don’t have some help to secure us, we can begin to feel alone and hopeless.

From time to time, we all need a lifeline of care and compassion from others.

BASIC HUMAN PSYCHOLOGY

It is fairly common knowledge amongst psychologists that the feeling of isolation can be a key determinant for a wide range of human ailments, from depression all the way through to premature death.

The Wall Street Journal reported there are very few public health initiatives to combat loneliness, even though this state of being is riskier to “health and survival than cigarette smoking or obesity.” 

Loneliness a bigger health risk than smoking or being overweight?

If loneliness is a bigger health risk than cigarette smoking and obesity, then perhaps it is something we as leaders should pay closer attention to. Are there people in our sphere of influence that need a lifeline?

IMPACT ON LEADERSHIP

A very insightful study was published last October in the Journal of the American Geriatrics Society. Researchers wanted to know the impacts and categories of social contact or lack thereof, that might predict clinical depression. In studying over 11 thousand people over the age of 50, the scientists found that only face-to-face interaction forestalled depression in older adults. Phone calls made a difference to people with a history of mood disorders but not to anyone else. Email and texts had no impact at all.

The lifeline that people need, according to this study, is face-to-face interaction

In the study, the frequency of gathering with friends and family—or not—was the key. What’s more, the researchers discovered the more in-person contact the less likely that depression would occur in the future. Participants who had minimal social contacts had the highest depressive symptom rate, while those who connected with people in person at least three times a week had the lowest. It would seem that the more people gather in person, the better off they are.

What could we as leaders do to become part of the solution?

Mayoclinic.org has some very simple steps for preventing depression. The 5 most relevant to our discussion are:

• Control your stress

• Increase your resilience

• Boost your self-esteem

• Reach out to family and friends (i.e.. grab a lifeline)

• Get help fast

As leaders, we can be intentional with those under our influence. Here is how I would adapt the above list for leader-follower interactions.

• Become attuned to what stress looks like for those on your team

• Meet regularly with your team members at least every 1-2 weeks

• Prioritize these meetings

• Spend most of your time listening and asking questions, rather than being in "solve mode"

• Meet in person, if at all possible. If not, use video chat like FaceTime or Zoom

• Give them some assurances that you believe in them

• Establish a culture that encourages learning from mistakes

• Do spot check-ins in times of high stress

• If a teammate seems down, ask about it early

• Consider frequent mini-sabbaticals as a way to rejuvenate

How often are you connecting with those you lead? How intentional are you in making connections? Who on your team seems a little down and needs to know you believe in them? Your lifeline of care and compassion might be what is needed to help your team reach peak performance.

Stormy Transition? Here’s What to do in the Meantime

Last week we talked about stormy transitions and what the space between looks like before and after. Here’s the LINK if you missed it. This week I’m going to dive deeper in how to work through stormy transitions such as grief and loss.

A storm we can all identify with is living with loss. Let’s face it, loss is really hard. Most of us in the United States do not take enough time to grieve the loss of a loved one, let alone the loss of a job or significant relationship. Many of us are so performance-based that we get caught up in doing something rather than just being with our grief and loss. I am guilty of this myself. My battle cry is often, “Just do something and you will not notice all the pain!” But I am here to plead with you to not do this. If you are experiencing loss, take the time you need to replenish, revitalize, and heal yourself.

I have experienced both the loss of my father and the loss of a job that I really loved. I was fortunate to be able to walk through these times with some wise people who gave me what turned out to be excellent advice. They taught me how to just be, and to not focus on doing…anything.

Here are three things I did during my time of loss. In other words, here’s what to do in your meantime.

1. Allow friends to minister to your soul. Loss often cuts us very deep, to the core of who we are as people. Loss can feel very lonely and isolating. Do not let it be a time when you set yourself apart from others.  Find friends who care about you and will listen to you. Friends who will let you take your time and heal as you need to experience it. Someone who will not try and solve, but just be there with you and listen.

2. Journal your thoughts and feelings. Buy a nice leather journal and a pen that feels good to write with and take the time to put on paper what you are thinking and feeling at the time. There is no right or wrong and this is a judgment free zone. I also want to encourage you to find a friend and read your journal out loud. Explore the meanings and the feelings you are having. This will create a sense of purpose, belonging and compassion.

3. Find a soft place to land. As you are in transition do some exploring. Play with some things that you have always wanted to try. For me I had always wanted to write a book, so I did. I self-published a book on coaching with emotional intelligence. It felt really good to be able to achieve a life goal during this transition. Soft places to land can make transitions both easier and less shocking on your system.

If you are in either a mini-transition or a full-on-life-altering-transition, please, take your time. Allow others to help. Do not go through the experience alone. You will be OK, in fact you may end up being much better off. You may get to accomplish something you only dreamed of.

Go ahead and climb in your cocoon. Sit in it and grow. Then come out and change the world.

I hope you enjoy the support. If you know of someone going through transition, why not send them the blog and encourage them to sign up. I would greatly appreciate it.