The Whys & Hows of Staff Performance Reviews

By Deborah S. Hildebrand

[dropcaps type=”circle” color=”” background=””]W[/dropcaps]hether you call them performance reviews or employee appraisals or something else, the importance of regularly evaluating the work performance of your staff in relation to individual, departmental and organizational goals is an important part of managing others.

biz people mtgUnfortunately naysayers will frequently cite that performance reviews take up too much time, don’t get the intended results, are often inaccurate, are an uncomfortable process, are just a waste of energy or some other equally poor excuse for not spending time to utilize this important tool.

Next time you have the opportunity to complete evaluations of your staff consider the benefit to your employees and you as well as how you can make the process go smoother.

Why Do Reviews

Most anyone in a supervisory or management position knows by now that the purpose behind performance reviews is to ensure that employees understand how well they are doing their job in relation to defined goals and expectations.

Well, then it is only logical that you, too, should be evaluated on how you are doing in your job as a leader and coach. That means your boss is going to evaluate you on how you are developing your team. And how will she and you gather this information if you don’t document each team member’s performance?

To help you understand the benefit of conducting regular reviews on how employees are performing, here are some things to consider.

  1. Regular communication with employees is part of your job and helps to establish a good work relationship, improve morale and productivity, and can enhance problem-solving and team creativity.
  2. Employees want and need to understand how they are contributing to the organization, so by establishing individual, team and department goals which align with the company objectives you give an employee a sense of purpose, their personal line of sight to the organization’s vision.
  3. Developing expected outcomes and evaluating how well an employee has met these outcomes will help them to understand how they are doing and to move forward and tackle their next challenge.
  4. Without guidance from you, employees cannot do their best work.

When to Do Reviews

For all those individuals out there who have their lips fixed to protest this entire process, when to do reviews is probably the primary issue. The reason is that too many organizations have turned evaluating an employee’s on-the-job performance into a formal yearly ritual that can sometimes cause both the employee and the supervisor more pain than good.

Instead employee performance should be reviewed and evaluated more frequently and on both a formal and informal basis. Why wait until the end of the year to advise an employee that they screwed up on a project they completed six or eight months previously?

Instead, you have at your disposal a variety of ways in which to shape and mold your team members into high performing and productive employees who can make a solid contribution to the continued success of the organization.

Here are just a few:

  1. STOP BYS (Spontaneous Thoughts On Performance By Your Supervisor). Coaching, guiding, leading, supervising, training, any activity that you do to assist your staff to reach their peak performance can, and should, be done impromptu on a weekly and even a daily basis.person weathervane
  2. Milestones. There is a saying about not trying to eat the whole elephant. Instead it is important to break large projects into manageable pieces. Each piece or milestone has a goal and completion date. Instead of evaluating someone’s performance just at the end of the entire project, guide them along their path by following up at each milestone.
  3. Quarterly Reviews. Annual reviews are just too infrequent and because of this have become a very involved, time-intensive, paper-laden process. Like milestones, breaking this annual formal process into smaller, more manageable quarterly updates and utilizing a simple evaluation tool to track accomplishments, benefits supervisors and employees by providing more frequent feedback.

How to Do Reviews

Simplify, simplify, simplify. One of the biggest complaints from supervisors is that the entire performance review process takes up too much time and is too complicated. That means the evaluation tool needs to be simple, yet still as objective as possible and both the supervisor as well as the employee need to be responsible for providing input into the process.

Another difficulty is that most performance review processes look at the year in review and point out what went right or wrong. While it is important to identify problem areas and recognize achievements throughout the year through the use of things such as STOPBYS, milestones and quarterly reviews, at year end it is time to start planning for the next year by establishing new individual, team and department goals.

If you are a supervisor responsible for evaluating the performance of your team, here are ten suggestions to help you be more successful in this task.

  1. Educate your team on your review process and the company goals so they understand what to expect and how you use both informal and formal coaching to guide them in a regular and timely manner.
  2. Advise your team members, well in advance, of their responsibility in the process so that they can monitor their own performance and document their personal achievements or correct their shortcomings on an ongoing basis just like you do.
  3. Utilize the assessment tool regularly to document each team member’s progress. Don’t tuck it away until the end of the year and then suddenly pull it out and try to fill in the blanks.
  4. While informal, impromptu assessments and feedback are at your discretion, any formal process is a joint effort. Give your staff members plenty of time to prepare written self-assessments to share in that process.
  5. Prepare yourself in advance of any formal meeting by reviewing the information beforehand and focusing on facts and examples of performance, not personal opinions.
  6. During the formal review process, focus on major issues that have the most impact on individual performance. Petty annoyances or minor issues should be dealt with through informal means.
  7. For formal reviews, set aside time in a quiet place where the two of you won’t be interrupted.
  8. Involve each team member in their own goal setting process so they are committed to reaching their objectives.
  9. Don’t blindside anybody. Make sure your expectations are clear from the start and any areas that require your immediate improvement are handled at the time of occurrence. Nothing on a performance review should come as a surprise.
  10. Throughout the year focus on your own development as a leader by further enhancing your ability to provide feedback and develop good relationships with your team members.

bizpeople hockey checkBy incorporating performance feedback and planning into the work environment throughout the year, you de-stigmatize the process and make it a natural part of the workplace.

Just like the coach of a sports team, the idea is to win each game. Your role as leader of your team is to help them win, too, by focusing on how to reach the goals that will help the organization be a success.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014 

JorgensenHR is a BestPRACTICES human resource solutions firm that helps clients create additional value in their business or organization through well-designed, customized human resources management solutions. These include our BestHRSolutions products and services for HR outsourcing, training, affirmative action, investigations, policies, compensation, recruitment, HR assessments, and We Want to Know Hotline. For more information, please contact Linda Harris at (661)600-2070, email her at lharris@jorgensenhr.com or visit the company website, http://jorgensenhr.com/

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, “Cracking the Personality Code” and “Cracking the Business Code” please go to www.lighthouseconsulting.com.

Is Your Relationship in Troubled Waters?

By Ellen Borowka

Are you having problems in your relationships? Then perhaps conflict and communication is not being handled well. This article may be able to provide some ideas for healing your relationship with your partner as well as to harmonize your other relationships. These thoughts can assist you in pinpointing problem areas in your relationships.Stormy ship

Relationships commonly have certain conflict and communication problems that prevent a couple or even a friendship from relating in a healthy and supportive manner. There are four basic problem areas that people find themselves struggling with in their relationships.

1. Withdrawal is a pattern in which one partner shows an unwillingness to get into or stay with important discussions. Withdrawal can be as obvious as getting up and leaving the room or as subtle as tuning out or shutting down during an argument. However, if conflict is likely to escalate to the point of physical violence, then withdrawal is necessary to keep both partners safe. If physical violence is a part of your relationships, we urge you to seek help. The flip side of withdrawal is the partner who feels impelled to pursue the withdrawn partner. This starts an endless cycle where the more one partner pursues, the more the other withdraws and on and on.

2. Escalation occurs when partners negatively respond back and forth to each other, continually upping the ante so that conditions get worse and worse. Negative comments spiral into increasing anger and frustration, hostility mounts and partners will often try to hurt each other by hurling verbal (and sometimes physical) weapons. Escalation can be very subtle – voices don’t have to be raised for this vicious cycle to begin. Softening one’s tone of voice, focusing on feelings vs. issues and acknowledging the partner’s point of view are powerful ways to short circuit escalation.

3. Invalidation is a pattern in which one partner subtly or directly puts down the thoughts, feelings or character of the other. Sometimes such comments, intentionally or unintentionally, lower the self-esteem of the targeted person. Invalidation is extremely damaging to a relationship and leads to mistrust and alienation. It is one of the best predictors of future problems and relationship breakdown for it is toxic to the well being of a relationship. Showing respect for each other, ownership of feelings and underlying issues and emphasis on validation is some ways to prevent invalidation. Remember that you don’t have to agree with your partner or friend to validate him or her.

4. Negative Interpretations occur when one partner consistently believes that the motives of the other are more negative than is really the case. Negative interpretations are very destructive, in part, they’re hard to detect and counteract after they have become cemented into the fabric of a relationship. The old saying, “ You believe what you see and see what you believe” is very true of this problem. One who negatively interprets the actions of the other will look for proof to back up their beliefs. This problem needs to be confronted within one’s self, which can be very hard. To do this, first ask yourself, are you being overly negative in interpretation of your partner’s actions? Second, look for evidence that is contrary to the negative interpretations you usually use. And finally, ask yourself if there may be any personal reasons for maintaining this pattern. Perhaps you learned a certain style of thinking while growing up or maybe there’s another reason. Self-reflection can be difficult, but helpful in uncovering unresolved issues.

Now that you have had a chance to learn about the basic problems in relationships, set aside some time to explore the patterns within your relationships. Study each problem area and look at your relationships. Are you and your partner or friend interacting in these patterns? Ask yourself when, how, and why do these patterns arise in your relationship? What feelings are coming to the surface and are there any other feelings beneath those? Think about what issues or situations might be triggering these patterns and what you or your partner might feel you both are accomplishing with these patterns. Finally, where did you learn these patterns and how has that impacted the way you relate to others? It’s important to write down detailed answers to these questions. If you and your partner feel comfortable, answer these questions separately then discuss them together.

Additionally, effectively managing conflict is important to maintaining the relationship. First, take time-outs when an argument becomes destructive, and reschedule the discussion to a better, and hopefully, calmer time. Time-outs should be at least 30 minutes long, though some individuals find taking up to 24 hours to be helpful in calming the mountains & lakesituation down. Don’t allow the conflict to become destructive as that can severely destroy the trust and love in the relationship. Second, establish a conflict contract between your partner and yourself on what is okay and not okay during an argument. Be specific in your contract. Some points to consider: No name calling, blaming, hitting, throwing things or threatening to break-up in anger. Finally, practice active listening with your partner or friend, where each of you take turns listening and paraphrasing what you understand the other is saying. This will help the both of you to develop empathy so you can understand why you each feel the way you do.

It’s not easy to look at these issues. In fact, it can be rather scary to look at the troubled waters that your relationships have sailed into, but I hope these ideas will help you to get closer to calmer waters. If your relationships are severely distressed, do not wait until it is too late to get help. There are people available to help you whether that be your clergy, friends or a counselor. Support from others is so important when working through difficult relationship problems.

The above article contains some modified concepts from the book, “Fighting for your Marriage” by Drs. Howard Markman, Scott Stanley and Susan Blumberg.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2017 This information contained in this article is not meant to be a substitute for professional counseling.

Ellen Borowka, MA, Senior Analyst of Lighthouse Consulting Services, LLC and her organization constantly remain focused on their mission statement – “To bring effective insight to your organization”. They do this through the use of in-depth work style assessments to raise the hiring bar so companies select the right people to reduce hiring and management errors. LCS can test in 19 different languages, provide domestic and international interpersonal coaching and offer a variety of workshops – team building, interpersonal communication and stress management. Ellen has over 20 years of data analysis and business consulting experience and is the co-author of the books, “Cracking the Personality Code” and “Cracking the Business Code”. To order the books, please visit www.lighthouseconsulting.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development. LCS can test in 19 different languages, provide domestic and international interpersonal coaching and offer a variety of workshops – team building, interpersonal communication and stress management.

Faith Doesn’t Panic

By Boaz Rauchwerger

[dropcaps type=”circle” color=”” background=””]A[/dropcaps] very special person in my life shared an amazing thought the other day: Faith Doesn’t Panic.

That thought seemed to go along with another similar one that I read in Dale Carnegie’s book: “How to Win Friends and Influence People”. That one stated: All Things Go towoman at helm Teach Us Faith.

Let’s take a closer look at the word Faith. Isn’t it believing in something that cannot be seen?

Some people might say that they cannot believe in something they cannot see. To which I respond: What is it that they are breathing? Can they see air? Even though they cannot see it, they trust and believe that it will be there when they wake up each morning.

Whether you’re religious or not, faith is an important element in each of us achieving more peace, happiness, contentment, good health, and success in our lives.

And the point above (Faith Doesn’t Panic) is profound when it comes to the many challenges that life presents to each of us. My mother, who had a very positive attitude despite the loss of her large family in the Holocaust, taught me to be calm under fire. She ingrained into me the feeling that faith was an anchoranchor that could hold a ship when tossed in a violent storm.

There have been many times in my life, when things seemed to fall apart, that I instinctively wanted to panic. Like the three times that I almost died. Like the time I spent a fortune to produce an infomercial that I thought would do great actually bombed. Like the time I spent a lot of money helping to build a company, only to have the owner take out a fortune and ruin the opportunity.

We all have our list of those moments, don’t we? However, my mother’s theory about being calm under fire, and my strong faith, helped me get through those moments. In essence, she was saying that Faith Doesn’t Panic. Most people want to panic when things go drastically wrong. It’s a natural, but counter productive, reaction.

According to my mother, what good will that do to panic? In most cases, it will not undo what happened. Her theory was to look for a point of action. What small step could be taken in a positive direction to improve the moment?

Sometimes, when we’re very upset about an outcome, a small step might be to simply take a walk. Or it might mean calling a friend and cheering them up. I know what you may be thinking, “Boaz, you want me to cheer up somebody else when I’m upset?” Exactly right. Often, when we get out of our moment, and make someone else feel good, that action tends to help us feel better.

handseedAnd, as the other thought above states: All Things Go to Teach Us Faith. The lesson there is the fact that in every challenge there is usually the seed of an equivalent or greater benefit. That thought comes from the Napoleon Hill’s book, “Think and Grow Rich”.

Let’s look for the lesson in those moments that we want to panic. Maybe it was meant for us to learn never to do that same thing again. Or, perhaps a different way to do it next time. There is usually a lesson and, when we recognize it, it often teaches us to simply have more faith.

If you’ve had a challenge dealing with moments that made you panic in the past, I suggest you post the sign “Faith Doesn’t Panic” where you can see it every day. Touch it regularly and let it touch your mind and your heart.

A Faith Affirmation

I turn to faith when challenging moments occur.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014 This information contained in this article is not meant to be a substitute for professional counseling.

Boaz Rauchwerger is an internationally known high performance coach. Over a 30-year span, Boaz, author of The Tiberias Transformation – How To Change Your Life In Less Than 8 Minutes A Day, has conducted thousands of seminars internationally on goal setting and high achievement. He has taught over half a million people how to supercharge their lives, their careers and how to add Power to their goals. His innovative program, for individuals and corporations, is a simple and highly effective process for high achievement. Boaz produces a popular high performance newsletter that is e-mailed to thousands of people worldwide each week. and now it is an internet TV show, Boaz Power TV . Boaz can be reached at 619-723-3007 or through e-mail at: Boaz@BoazPower.com, or his website, www.boazpower.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, Cracking the Personality Code” and “Cracking the Business Code, please go to www.lighthouseconsulting.com.

 

Preparing Your Organization Now For The Recovery: How to Tap into Your Best Resource

By Dana & Ellen Borowka, Excerpt from Cracking the Personality Code

[dropcaps type=”circle” color=”” background=””]T[/dropcaps]he glory of great men should always be measured by the means they have used to acquire it.

≈ La Rochefoucauld

Communication has come so far over the years. In less than a split second, we can send emails to thirty different people around the world and everyone will receive the same data. Yet the most difficult challenge that can cost organizations thousands if not millions of dollars is still miscommunication in interpersonal exchanges. It’s amazing that this one area has not changed in thousands of years. One could say to a group, “Think of a whale.” Everyone in the room will have a different vision of a whale in their mind’s eye. Similarly, the dolphinoccasion for a misunderstanding can occur easily when someone is sharing an idea or giving an assignment.

A lack of loyalty and connection to an organization can develop if people feel misunderstood or not valued. This can result in turnover and the loss of top talent. We are often contacted by individuals who have graduated from top schools, have a good job history, and are looking for career guidance. When they are asked why they are looking to leave their current position, we usually hear that they do not feel valued, engaged, or appreciated. They are typically high-level performers, and the loss to their employers is costly. If organizations take time to simply manage individuals according to their needs rather than just treating them like a mechanical part, then these star performers probably would not have the need to look for other opportunities.

Each of us is a valuable part of the whole, and we need to develop an empathic company culture in order to open lines of communication for creative contribution. That leads to engagement of ideas and respect so individuals feel that they can participate in a vision. Developing a supportive environment that encourages mentoring will create opportunities for knowledge to be shared with the various generations. Additionally, this provides a creative foundation for new and exciting processes, products, and services.

Cracking the Interpersonal Communication Code

But where to begin? How do we crack the interpersonal communication code? First, include others on your team or in your department in the discussion and ask the following questions:

  1. What is an area of your interpersonal communication that is not working as well as you would like?key lock people
  2. Have you seen this come up before? Give an example.
  3. What would the ideal outcome look like?
  4. What are you doing that is not working?
  5. What are you doing that is working?

Next, analyze the answers and look for patterns. Now you can start to develop an action plan. Be sure to utilize information from an in-depth work style and personality assessment as described in Chapter 5 that provides the eight ways to gain true insight into personality. This knowledge will illuminate a more effective way to communicate, encourage greater engagement of individuals, and contribute to creating respect, loyalty, and appreciation. The end results: enhanced retention, performance, and positive word of mouth for attracting top talent.

Over the next 10 to 30 years, finding qualified people is going to get more difficult with a predominantly maturing population. Retention of top people will be more important than ever, and positioning your organization for recruitment purposes is vital. People talk and reputations get developed very quickly through the Internet and word of mouth. How your organization communicates within itself is a good indication of how it communicates to the outside world. Putting people in the “right” position will lead to greater job satisfaction and success.

We knew one organization that placed a very high performing accounting coordinator into a sales role. This person was very unhappy and ended up leaving the company. If they would have simply recognized the skills and desires of the individual, they would not have lost a top performer. If someone is a troubleshooter, let them troubleshoot. If someone is in need of a process then strive to provide that for them. If someone is very creative then tap into it; otherwise, they could feel unchallenged and bored. When we strive to understand people’s strengths and manage accordingly, we then set them up for success. Use the information you gathered during the interview process, reference checking, and an in-depth work style and personality assessment to gain deeper insight for how to effectively work together.

A Success Story

One final story. An organization with a customer service department was not meeting the volume level they had set for inbound calls. The manager blamed the reps and identified them as “C” players. Later, this manager was placed in a different department and a new manager was brought in. This person sat down with each individual and then with the whole boxy peoplegroup. The manager utilized information collected from in-depth work style and personality assessments of the team to understand the team members.

As a team, they discovered that within twenty-four hours of delivery, calls were coming in to inquire about the time of the delivery and additional questions about the product. The team brainstormed ideas of how to reduce the inbound questions so that they could take new order calls. Together they came up with a simple idea of providing updates to the customer regarding the delivery as well as creating an information page for the typical product/delivery questions. The call volume changed dramatically. The team members were later asked why these ideas had not been suggested in the past. The response was very simple—no one had ever asked them. They had been reprimanded for lack of performance rather then asking for their input in order to solve the problem. The results were improved productivity, performance, and job satisfaction, since they now had an environment that invited participation and teamwork.

Discover Your Leadership Style

To find out what your leadership style is, you can take a quick leadership assessment by clicking on this link.

It is a very helpful tool for managers, supervisors and team members to complete and discuss with their team.

Action Items

The following are some action items to consider:

  1. Contact Lighthouse Consulting Services, LLC to learn how you can use an in-depth work style and personality assessment for the hiring process, staff development, and personal growth (www.lighthouseconsulting.com).
  2. Utilize the information gathered from in-depth work style and personality assessments to manage more effectively. This will in turn reduce the learning curve for on-boarding and help to better understand the individuals that you work with.
  3. Place yourself and others in positions that take advantage of strengths to ensure success.
  4. Be clear with expectations, listen carefully and paraphrase when something seems to be an obstacle for the person.
  5. Take the time to mentor people to succeed through empathic understanding of how they might approach an opportunity or challenge, and work together to build a common bridge. You can learn more about in-depth work style and personality assessments and how to incorporate them into a hiring and staff development process for your organization by visiting our website, www.lighthouseconsulting.com. There you can sign up for our Keeping on Track publication that provides monthly proactive articles.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014 

Dana Borowka, MA, CEO and Ellen Borowka, MA, Senior Analyst of Lighthouse Consulting Services, LLC with their organization constantly remain focused on their mission statement – “To bring effective insight to your organization”. They do this through the use of in-depth work style assessments to raise the hiring bar so companies select the right people to reduce hiring and management errors. They also have a full service consulting division that provides domestic and international interpersonal coaching, executive onboarding, leadership training, global options for expanding your business, sales and customer service training, operational productivity improvement, 360s and employee surveys as well as a variety of workshops. They have over 25 years of business and human behavioral consulting experience. They are nationally renowned speakers and radio personalities on this topic. They are the authors of the books, “Cracking the Personality Code” and “Cracking the Business Code”. To order the books, please visit www.lighthouseconsulting.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

 

Seven Imperatives To Inventing Your Company’s Future

By Paul David Walker – Excerpt from the book, Cracking the Business Code

[dropcaps type=”circle” color=”” background=””]W[/dropcaps]hile helping CEOs and executive teams at mid-sized and Fortune 500 companies throughout the years to align strategy, structure, and organizational culture, I have observed both great and unfit leaders and realized that leaders can literally invent the future of their companies and their lives. biz people with telescopeToday’s CEOs need teams with clear missions, a sense of urgency, the stillness of a master and explosive targeted actions. Like shooting rapids, there is a correct course in the currents of change; there are also those that will run you into rocks and those that will drown you and your company in the Business Industry.

Companies that succeed in today’s volatile business economy must conquer obstacles the way a championship basketball team does in a “FastBreak,” overcoming the insecurities that hold them back and responding instantly to the flow of the game of business.

Before leaders can accomplish anything, they must first understand themselves and the present reality, challenge their own thinking, communicate a well thought-out and concise strategic direction, and define a clear and actionable plan for execution. No matter how much research is done, a leader must make the final call. To make that call with confidence, a leader must know the answer or how to find the answer, and he or she must communicate clearly, simply, and concretely in a compelling manner. Only then will a team have the faith to follow and achieve the company’s objectives.

The following seven imperatives act as a roadmap for surpassing common business hurdles to achieve success and invent a well-designed future for your business or your life. These steps work for everything from building a porch on the front of your house to improving your life, creating a great company, or galvanizing a nation.

1. Knowing the Answer: The first step, of course, is to know the right answer. But more important, you have to know when you know the right answer in business or in life. It is not enough to say, after it is too late, “I knew that.” In any endeavor, there is a correct course to set. That course is based on the realities of the market, competitive analysis, and the true differentiation of the product, service, or team being evaluated. A leader must be fully present in the reality of the moment in order to succeed, rather than being attached to their thoughts and beliefs about that reality. The leader must know the difference between his ego’s hopes and fears and true reality. This involves a deep understanding of yourself and the flow of cause and effect. A leader must learn the art of “integrative presence,” which is like being “in the zone.” The future emerges from the present; the past is distorted by our beliefs, emotions, and the limits of our perceptual abilities. “Integrative presence” allows you to integrate the reality of the moment with your intention for the future; thus responding correctly to the flow of the game. Product cycles are shortening, business is becoming far more complex, and global competition requires speed and accuracy. Without the correct understanding of the present reality and how that it is emerging into the future, you cannot move with accuracy and speed. A leader must dance with the present while simultaneously carrying an intention for the future. As you do this, you know how to move.

2. Communicating a Clear, Compelling Picture of The Future State: You cannot create something you cannot conceive. Once a leader knows the answer or the right course, that leader must be able to conceive and communicate the opportunity and understand how the team can capture that opportunity. Until this team can see, feel, and hear the calling of grp of bizpeople on orangethe opportunity that present reality represents, they cannot truly follow. Without this clear picture, each team member will create his or her own picture of the future, causing friction and slowing the overall progress of the team. The leader’s presence and authentic commitment to the mission draws followers within the company and in the marketplace. The more clearly the picture of the future state is, the easier it is to create. Without a clear picture of the future in the mind of each leader, chaos will ensue.

3. Creating Total Commitment: After the team can see and feel the possibility of the future, their commitment grows.

“Until one is committed, there is hesitancy, the chance to draw back, always ineffectiveness concerning all acts of initiative and creation.” — Goethe

First, the leader must be fully committed to the mission and then inspire the same level of commitment in those who follow. Part of being a leader is to challenge teams to face their fears and change their habits. What prevents them from committing is one of the greatest fears of mankind: the fear of the unknown. No one likes to walk into a dark room. As leader, you have to light the future with your vision. To move forward, you must paint a picture of a new reality to give your team confidence and keep them totally engaged. The clearer and more compelling this picture of the future state becomes, the more committed the team becomes. The same is true for the marketplace and your customers.

4. Acknowledging and Responding to Present Reality: Leaders who fall short of their goals have often skipped or distorted this step. No matter how committed a team is to a mission, having the wrong starting point can make plans useless. Knowing the good, the bad, and the ugly about any situation they’re facing allows the team to build plans that are targeted and effective. The challenge here is that people hate to be wrong, and they find ways to make reality comport with their beliefs. This is the problem with the belief in “positive thinking.” It often skips this step and moves too quickly to planning and action. Pessimists, because of their negative beliefs about life, give up at this step, feeling overwhelmed and hopeless. A plan that is not grounded in reality, no matter how clear and committed the team, will lead you over a cliff. If someone were to give you directions to Chicago and thought you were in Los Angeles, when in fact you were in Miami, you would become lost no matter how good the directions. A leader and his team must honestly face their weaknesses and misconceptions to invent the future. It is best to always come back to this imperative.

5. Developing Targeted Action Plans: Having passed through the first four steps, it becomes easier to create targeted plans, which provide a roadmap that enables teams to deliver focused execution. The problem here is often that when things are not going well, leaders change the mission instead of adjusting the action plans. This means that they did bizman walking to targetnot do the work in the first four steps. If you know and are committed to the mission, you will know to change the plan, not the mission. With the right plan, a team will surpass competitors while learning about themselves. Even at the final step, there may be obstacles, doubts, and fears to overcome. Be on guard for hesitation. A leader must not falter due to the team’s fears.

6. Having the Courage to Act Quickly: When you have all of the above steps in place, your fears are less likely to interfere—but they may still prevent you from implementing the plan. Courage to confront your fears and those of the team sets a true leader apart from someone who knows the answer but lacks the courage to act and lead. Once a leader knows the answer, that leader never gives up. With shortening product cycles and limited capital, leaders must first define the markets, enter them, and create excitement. With targeted actions that everyone believes in, the leader forms FastBreak Action Teams that are infused with clarity and confidence to reach the new reality. With good marketing and branding, the marketplace will have the same courage.

7. The Stillness of a Master: In martial arts matches, it is said that a master watching a match can tell who will win as the competitors bow to each other before the match. It is the one who has the most stillness, or the most presence. In moments of stillness, the motion around you slows and you can see, feel, and understand the right course of action. With training, your body will respond. The same kind of stillness is needed as you navigate the whitewater rapids of business and the flow of cause and effect that is challenging your business. Take time to be still and reflect. As in martial arts, presence and balance are important. You must balance all these imperatives.

know the answer flowctOf course this is all easier said than done, but if a leader can take the time to follow through each of these steps, he or she can take full control of the future. Fears and doubts arise during each step; a leader must work to mitigate those fears with possibilities and a compelling picture of the future state with his or her role model.

After the Nazis had rolled over Europe, destroying great armies and cities and killing millions of people, Winston Churchill saw his army defeated at Dunkirk, his air force in tatters, and U-boats sinking his navy and blocking supply lanes. He still had the courage to say, “We will never surrender.” He said this with full knowledge that he and his family would be tortured and killed, should Hitler win. Addressing his divided government and the nation in 1940, two years before the USA joined the fight, he painted a clear and compelling picture of the mission while acknowledging reality.

“… I would say to the House, as I said to those who have joined this government: ‘I have nothing to offer but blood, toil, tears, and sweat.’

We have before us an ordeal of the most grievous kind. We have before us many, many long months of struggle and of suffering. You ask, what is our policy? I can say: It is to wage war, by sea, land and air, with all our might and with all the strength that God can give us; to wage war against a monstrous tyranny, never surpassed in the dark, lamentable catalogue of human crime. That is our policy. You ask, what is our aim? I can answer in one word: It is victory, victory at all costs, victory in spite of all terror, victory, however long and hard the road may be; for without victory, there is no survival. Let that be realized; no survival for the British Empire, no survival for all that the British Empire has stood for, no survival for the urge and impulse of the ages, that mankind will move forward towards its goal. But I take up my task with buoyancy and hope. I feel sure that our cause will not be suffered to fail among men. At this time I feel entitled to claim the aid of all, and I say, ‘Come then, let us go forward together with our united strength.’

Worthwhile business missions are not this dramatic or important, but the courage and clarity represented in this moment in history is a great model for any leader. Practicing the imperatives above will make teams stronger, more confident, and more effective to enhance their companies’ performance in the marketplace. Though business leaders are not at the vortex of history, as Winston Churchill was, each leader who invents new realities in business grows the wealth of the company, the people within it, and the communities they touch.

Don’t believe me. Look back on the successes in your life and see how these imperatives drove your success. Ask yourself which of these are missing from your leadership and your organization.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

Paul David Walker is a Senior LCS Consultant and one of the few CEO coaches who has worked with numerous Fortune 500 CEOs and their key staff members for over 25 years along with many mid-cap organizations. Some of the organizations that Paul has worked with include StarKist Foods, Von’s Grocery Stores, New York Life, Anne Klein, Rockwell International countless manufacturing, global utilities, service, and consulting organizations. Paul is the founder of Genius Stone Partners, and works with domestic and international companies to improve their bottom line today and planning for the future. Paul is the author of the best selling book, Unleashing Genius and his new book, Invent Your Future – 7 Imperatives for a 21st Century. You can reach Paul at Paul@lighthouseconsulting.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, Cracking the Personality Code and Cracking the Business Code, please go to www.lighthouseconsulting.com.

Understanding Executive Coaching

By Steve Zuback

[dropcaps type=”circle” color=”” background=””]P[/dropcaps]icture yourself in your office getting ready for your monthly management team and you are thinking about the team and its members…

– Well… my VP of Sales needs to become a VP. He’s great at sales but can’t seem to manage or lead as the VP. I need to get him to where he needs to be to be effective.
– My CFO is terrific at the technical aspects of the position, but she is damaging the executive team with her attitude.
– What else? I have to decide what to do about the head of facilities. He’s abusive and is creating a lot of turnover. He’s acting like a jerk but we need him and we need him to change his behaviors.
– Overall, I think I have a good team. They’re all very talented, but with all that’s going on in the business, they need to become more aligned and refocused as a team, and more creative on driving the business forward.

Each of the executive team members is an asset to your organization, and yet each needs development to become even more successful in their individual and team roles. What is the best way to support their growth and development, so individually and as a team, they become more effective so the aspirations, goals and objectives of the executive team and organization can be achieved or surpassed?

Best Method to Support Growth

Some organizations attempt to develop executives through attendance in costly and time consuming classes and seminars. This approach often fails because classes and seminars do not allow for discussion of individual issues and concerns. Nor do classes create in-depth individualized learning; nor do they provide the accountability needed to bizkeysensure the full and continuing use of the newly acquired information and skills. This is important because in the “whitewater” of today’s business world, executives, without the reinforcement of a coach, quickly revert to their traditional ways of operating.

Others use internal mentoring programs. These types of programs can be effective if they are well thought out with set criteria for selecting and training of the Mentors, standards are set to define the relationship between Mentor and Mentee, time is allocated for the meetings, the purpose of the mentorship is clearly defined for the Mentor as well as the Mentee and the program is well managed. The company’s culture needs to be one that will support a mentoring program so the Mentor and Mentee can operate effectively as a unit within the context of the organization.

Often some companies hire a management consultant believing the consultant can show and give the executive what she or he needs to do. The consultant assumes the role of expert, providing answers, but usually does not develop or teach the individual executive and/or team.

Finally, more companies are utilizing executive coaching. Executive coaching can be, and I believe is, the most effective modality for ensuring the growth and development, and transformation of an individual executive, team, or business from a financial, learning, and growth perspectives.

What is Executive Coaching?

There’s been a lot of ‘buzz’ about executive coaching. Business Week, Harvard Business Review, Consulting Psychology Journal, the New Yorker and other publications have all published articles about it. CNN has interviewed leading coaches. Notwithstanding all of the printed and other media coverage, there still remains a lack of clarity and understanding about executive coaching. First, lets look at what coaching is; then how is it applied in business to executives and managers.

I believe and define coaching as…a confidential, collaborative, non-linear process of inquiry and exploration that creates self-efficacy with long-term excellent performance, and supports the continued growth and development of an individual or group/team. The Coach and Client, based on trust, respect, and the freedom of non-judgmental communication, mutually design the coaching relationship and shape the process of their meetings.

Given this definition of coaching, then executive coaching can be defined as…engaging coaching with an executive or key contributor in a position of power and responsibility within the organization who is accountable for developing and implementing complex strategic and operational decisions, which have great impact on the organization and the industry within which it operates.

Coaching executives, key contributors and teams involves a significant element of personal exploration. Executive coaching, by its nature, asks the executive to explore and become aware of how she or he thinks, learns, works, connects with others, manages frustration and expectations, and interprets the world. Given this, one may think that executive coaching is the ‘touchy-feely’ side of business; but, in reality, it is a strategic initiative for creating and developing an executive’s or team’s effectiveness and excellence. It induces the executive to look for and consider new perspectives of operation internal and external to the organization. An organization, team or individual cannot expect a different result if new ideas, perspectives, and the methods of operating are neither sought nor tested.

An element of executive coaching which sets it apart from other forms of coaching is the use of a confidential multi-rater (360º) assessment. This tool allows an executive, or team, to get much-needed unadulterated feedback from their superiors, their peers, and subordinates on how she or he operates in the organization as leader and/or manager so effective and rapid transformational change can occur.

How is Executive Coaching Different from Management Consulting?

Executive coaching is unique from business and management consulting. In much of the business and management consulting we see today, the consultant is contracted by the organization to conduct research, or produce a product or piece of work for the organization. The deliverable is developed and handed-over to the client outside, and independent of, the type of relationship between the parties. In most forms of business and management consulting, the relationship is needed between the consultant and the Client to obtain, manage, and keep the business, but not to produce the outcome. However, in executive coaching the relationship, mutually designed by the Coach and the Client, which is based on mutual trust and respect with the non-judgmental freedom of expression between the two, must exist for coaching to take place.

What is the Role of an Executive Coach?

The role of an Executive Coach is to assist the Client to grow, develop, and engage new perspectives without judging her/him or offering external dicta, ideas, systems and solutions on his/her career, or life. He/she assists the Client in moving forward without imposing the Coach’s personal pre-determined specified outcomes. The Coach consciously and actively listens, challenges the Client’s assumptions and current ways of operating in the organization and in the world, asks probing questions, provides new perspectives, ideas and tools for growth, guidance, and gives the Client clear and unambiguous feedback. The purpose of the relationship between Coach and Client interaction is to hold the Client’s attention and focus on the desired outcomes and to assist the Client to plan and to stay clear and in action.

Is Executive Coaching like Therapy or Counseling?

Executive coaching is different from therapy or counseling, though some of the techniques used in cognitive-behavioral therapy are used in executive coaching. In many forms of therapy or counseling, the relationship between therapist and Client is not one of mutual design. Rather, the therapist defines the relationship, which is to heal a diagnosable psychological state. Executive coaching, on the other hand, requires a mutually designed relationship that exists to assist the Client creates and implement actionable plans for self-development and learning as well as professional and personal fulfillment. Coaching can and is be used concurrently with therapy. They are not mutually exclusive modalities.

What is the Executive Coaching Process?

The executive coaching process ordinarily consists of four phases.

Phase 1: Pre-assessment and Contracting
In Phase 1, meetings are held with the appropriate leadership of the organization sponsoring the coaching, the executive-client, and with the executive-client’s manager. The objectives are to clarify the purpose of the coaching, discuss time frames, initial goals and outcomes, define success, review reporting relationships and schedules, establish rapport and build confidence in the process with the sponsor and executive-client, clarify reporting procedures and obtain commitments for participation in the taking of assessments, including a confidential multi-rater (360°) instrument. At this phase of the process, the executive coach and /or the sponsoring organization may decline to work together.

Phase 2: Assessment
In this phase, on an as needed basis, interviews are scheduled between the Coach and the manager, peers and others of the sponsoring organization to understand the culture of the business, as well as its norms, and success factors, in order to construct a complete portrait of the Client or group/team. The Client or group/team participates in the appropriate assessment(s) including the confidential multi-rater (360º) assessment.

Phase 3: Action Planning and Implementation
Here, goals and accountabilities are discussed and milestones are set. Action plans are developed with observable and measurable outcomes. A pre-set meeting schedule is established between the Coach and the Client.

Phase 4: Closure and Follow-up
In Phase 4, the Coach, and the Client, provide a summary of the accomplishments and an evaluation of the process. Also, the Coach identifies the remaining developmental needs, and, if appropriate and desired, identify an internal advisor for the Client or team.

Why and When is Executive Coaching Used?

Usually organizations use executive coaches when: an executive (or team) needs or wants to change methods of operation, when an executive takes on a new role, when the application of newly learned critical skills is vital, when the executive has to become more effective in her/his job and role, develop or enhance leadership, and/or modify existing man watering2problematic behaviors. Moreover, it is used because it is very cost-effective since it provides a highly focused, ‘rifled’, method for the development of an executive, or team who has the most value to add to the organization. Research shows the return to be as high as five times the investment. Coaching creates accountability, is flexible and works with the strengths of the individual so greater results occur faster.

Coaches are used: to assist executives develop new paradigms and perspectives of leadership and management to support the organization in all stages of its life-cycle; when healthy and successful inter-personal relationships are not being built or maintained; when change needs to be better managed and understood; when creativity and innovation is lacking or missing; and when key employees need to be retained and successors need to be prepared for their new role and position.

In addition, CEOs and other senior executives use it to get unadulterated feedback, so they stay at their most optimal level of performance. Executives also use coaching to eliminate what has been called the ‘paradox of leadership.’ The ‘paradox of leadership’ basically states the higher one rises in the organization the less accurate and less honest is the information they are given about their style of leadership or management and their behaviors and capabilities. Executive Coaching, with its multi-rater assessments, gives executives what they and the organization need; more clear, honest, accurate information so they can be more effective and better decisions can be made.

In closing, executive coaching is being used by more and more CEOs, executives, and teams. They see it for what it is: a clear and focused strategic initiative and investment in an executive’s, team’s, and organization’s strategic growth and development. It is a way to excellence.

Checklist for Selecting an Executive Coach

Like any other professions, not all coaches are equal. Since executive coaching is a meaningful investment in the time and money of the organization and the executive-client, I suggest the sponsoring organization and executive-client look for the following in selecting an Executive Coach. Each is as important as the other so the list is not in a priority order.

♦ Training and development as a Coach: Executive coaching are is very demanding mentally and physically and requires the acquisition of a body of knowledge, sets of skills and techniques, and experience in applying them. It is important to look for someone who has at least completed work with a reputable school of Coaching that has a star gazinghistory of excellence and hand-on practicum.
♦ Coaching principles: The Coach can articulate his/her coaching process and the underlying principles and philosophies that govern the coaching. Ascertain if the prospective coach works exclusively as an executive and business coach or as a consultant; and determine how and when these different modalities will be used.
♦ Knowledge: The Coach needs to have excellent knowledge in the use and interpretation of various personal, multi-rater, and behavioral assessments. In addition, she or he should be learned in personal growth, change and transition, adult development and learning, group/team behavior and dynamics, leadership, and organizational processes and systems. A Coach works with a Client in the context of her/his work, the organization, and other life systems within which she or he operates.
♦ Referrals: Most experienced Coaches have and work through referrals. Ask for former clients and call them.
 Wisdom: This doesn’t mean that the Coach need be a content expert. Rather, a Coach has to be learned and have wisdom. S/he needs to have excellent hands-on knowledge and experience in business and understand how it operates; leadership; management; applicable theories and models; assessments; as well as the life and experience needed to help the Client create and navigate her/his own path of learning and development in the work/life context.
♦ A Coach is a life-long learner. The coach needs to be on his own path of learning and development.

I have not mentioned certification as a coach as a critical and relevant factor in selecting an Executive Coach. This is so because, I believe, with the multiplicity of existing coach certifying bodies (at least 6 that I can think of) and schools of differing training methods and philosophy (at least 7+) one can find it difficult to readily discern which certification is most relevant and credible, and which coach training school is significant and meaningful. Therefore, I tend discount certification as a key determiner for coach selection.

In addition, many companies that sponsor executive coaching, and the company executive/client who will be working with a coach, usually and misguidedly, believe it is most important to have the client like the coach. I suggest this be rethought. Most executive coaches agree that a Client doesn’t have to first like the Coach. Rather the Client needs to first trust, respect, and feel safe enough with the Coach to freely express him/herself without being judged. When that happens, then ‘liking’ the Coach usually follows.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014 

Steve is President of zubackcrc an international executive and business coaching practice that provides executive and business coaching to CEOs, Presidents, entrepreneurs, business owners, senior executives and executive leadership teams on leadership, executive development, executive effectiveness and succession/career management. Steve effectively coaches CEOs and COOs, CFOs, senior executives, including sales and marketing executives, engineers, legal counsel, and teams on, growth and executive development challenges, role effectiveness, executive development, business/strategic plan development, leadership, succession, M&A, and organizational alignment. Steve’s progressive and diverse experience includes work with companies on cultural integration, corporate re-structuring, leadership and executive development, intra-preneurship, entrepreneurship, organizational development, employee and management development, executive coaching, executive selection and placement, as well as labor-management relations. For more information, you can contact Steve at 661•253•0286 or by email, steve@zubackcrc.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, “Cracking the Personality Code” and “Cracking the Business Code” please go to www.lighthouseconsulting.com.

Narrow the Gap in Your Organization Between What We Want and What We Get

By Larry Cassidy – Excerpt from Cracking the Personality Code

[dropcaps type=”circle” color=”” background=””]J[/dropcaps]ack was in his late thirties. He had worked for large companies for fifteen years and finally decided to take what he knew and start his own business. He ran the numbers, talked to friends and advisors, and determined that with hard work he could get by in the first year, and from the second year on, do very well.

music directorIt was the “hard work” that was the problem. Not the actual work: Jack worked 12–14 hour days. The problem was that Jack only had so many hours in a day. He could not get all the work done. So he decided to hire an office assistant to take tasks off his back and free up time to go after the big bucks.

And then Jack hired a few production employees. Then a shop manager. Next a sales person. Then a bookkeeper, and of course, an office manager. As year #2 rolled on, Jack looked up and he had a—a—a company. A real company, with real people. Eight employees, soon ten, not long until twenty or even thirty.

The more employees, the more variety. Of course, Jack wanted different skills to match up with the different challenges faced by the firm. The problem to which Jack awoke at the dawn of year #3 was two-fold: employees who varied from what he wanted in terms of skills and capability; and employees who just didn’t “fit in” (get along with, work well with, or act as team players) with the other employees.

How could Jack have avoided this uneven performance or behavioral mismatch? How do you avoid the same issues? Actually, there is no way to get it right all of the time. These are people we are hiring and with whom we are dealing. However, we can narrow the gap between what we want and what we get, often by a considerable amount. We can do this by a series of thoughtful steps that lead up to the actual hiring:

  1. Define the values and environment that you wish to promote in your firm.bridging the gap
  2. Define the position for which you are hiring, including core skills and related behaviors required for success in the position.
  3. Utilize a capable mechanism to identify and source qualified candidates.
  4. Utilize interview techniques and questions that focus on whether the candidate has performed successfully in the past on comparable challenges.
  5. And—utilize a valid testing instrument to assist in determining appropriate interview questions and to define possible issues to be explored with the candidate.

In the main, this book deals with assessing the candidate and his/her “fit” and, as part of the process, utilizing an evaluative instrument. In other words, Step 5 above. There are several of testing instruments available. Most have value and can provide direction and/or insights you would not experience without such an organized look at the candidate.

book cover design key picThe book will talk about the details related to using a testing instrument in hiring. In creating a lead-in for this discussion, my observations are as follows:

  1. Other than “socializing” reasons (i.e., we tend to like to work with and around other people), we hire others to extend our work footprint. That is code for: we hire others to do work we do not want to do, or do not have time to do, or cannot do as well as the person we hire.
  2. We pay the person we hire “out of our pocket.” In other words, what the business makes is now split between you and whomever you hire. So if you are going to hand over part of the loot, you had better be getting something very good in return.
  3. A good place to start is that the person hired creates more additional loot than you pay the person. The greater the excess, the greater your return on hiring the person (if you buy a machine, you expect a return; why is spending comparable dollars on an employee any different?).
  4. Thus, doing the very best job possible of assessing the candidate is important (even crucial). Can he/she do enough more, or do something better by enough, to create revenue adequate to cover his/her cost plus create an attractive return?

If it were my dollars in play, I would use all types of useful tools in making this assessment. That includes a quality-testing instrument.

I would pick carefully the instrument and, every bit as important, the person administering the instrument and assessing the results. I would discuss with the administrator all aspects of the position and related behaviors.

Finally, I would understand that any instrument is just one input to the hiring process and decision (along with the resume, interviews, discussion among interviewers, references, etc.). The results are to be respected, but not to be held as determinant.

I welcome you to check out this insightful book and to the opportunity to explore using quality testing instruments to improve your hiring results, along with your bottom line.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

Larry Cassidy is a Senior LCS Consultant and a Chair with Vistage International for the past 27 years. He currently works with some 50 executives every month and has facilitated over 1,300 executive group meetings, and participated in 12,000 face-to-face discussions with chief executives about all aspects of their businesses. He prepared for this journey at Miami University (Ohio) and Northwestern (MBA); as a Marine Corps officer; with public companies (General Mills, Quaker Oats and PepsiCo), private, family and foreign-owned firms; and, in the 1980s as General Manager and CEO of local companies. He does executive coaching and also serves on advisory boards. You can reach Larry at Larry@lighthouseconsulting.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, Cracking the Personality Code and Cracking the Business Code, please go to www.lighthouseconsulting.com.

 

Cut Health Care Costs by Establishing a “Culture of Health”

By Jerry Kornfeld, M.D.

[dropcaps type=”circle” color=”” background=””]A[/dropcaps]s every CEO and company owner knows, health care costs have skyrocketed over the past several years. In fact, many Fortune 500 companies now report that the majority of their profits are being eaten up by these outrageous expenses.

In order to deal with these increased costs, many employers have resorted to adopting managed care strategies of reducing benefits or cost shifting to employees. Unfortunately, these strategies alone cannot solve the problem. In fact, they actually make it worse by depressing the value of health benefits and directly impacting employee recruitment and retention. A larger and more effective solution involves establishing a “culture of health” in today’s companies.

What exactly does that mean?

Business owners need to think outside of the box and establish an environment that gives them some control over the crisis. This alternative strategy also depends upon improving the health status of employees so that less medical care is required.

exerciseBoth healthy and chronically ill employees will benefit from an improvement in their well-being, regardless of their current health levels. In addition, a positive program of disease management and prevention helps to reduce medical costs and has a direct impact on workers compensation, disability costs, absenteeism and productivity. This approach also complements health care consumerism as a strategy for health improvement and benefit cost reduction.

The bottom line is that getting your employees involved in a culture of health will result in improved employee health, outlook and satisfaction, as well as cost savings to you.

Where Do You Stand?

The most effective workplace health promotion involves a comprehensive program that aims at improving four key areas:

• Physical environment. A healthy, well-designed, safe place to work.
• Psychosocial environment. A culture that supports employee well-being.
• Personal resources. Having resources available to assist in coping with stresses when needed.
• Personal health practices. The opportunity to learn how to make lifestyle choices that support long-term health and wellness.

To determine how well your organization measures up to these criteria, answer the following questions:exercise2

• Do you have a strategic approach in place to develop and sustain a healthy workplace?
• Do your executives demonstrate (through their comments and actions) a commitment to the management of a healthy workplace?
• Do you have a formal program in place to evaluate employee health and health needs?
• Do you have methods in place that make it easy for employees to obtain health information so that they have help in making lifestyle changes?
• Have you suggested incentives to help your employees adopt this culture of health?

Nearly 50 percent of Americans report having a chronic illness, and they account for 75 percent of our national spending on health care. These high numbers have a direct impact on costs, disabilities, increased absenteeism, lower productivity, safety and morale. You can’t control the insurance companies and their fees, but you certainly have some control over your employees. Establishing a culture of health will help with a long-term strategy of health care management.

Currently, health care costs are estimated to cost $3,000 to $4,000 per employee, per year. Yet, 80 percent of all illness is preventable. For example, heart disease is the number one killer of men and women in America, but it is mostly a lifestyle disease. As I mention in my soon-to-be-released book, “Your Hundred Year Heart,” the majority of those who succumb to heart disease could have prevented its occurrence by changing a few habits and adopting a healthier lifestyle.

A Program that Works

How do you create a culture of health?

Start by explaining to new employees that you’re interested not only in their occupational skills, but also in their good health. From day one, let them know about your commitment to providing exposure to all of the latest methods of dealing with their illness and providing programs to help them prevent additional medical problems. To succeed, the program must involve a collaborative approach between employer and employee. The end result is healthier and happier employees and an improved bottom line through lower health care costs.

The lifestyle changes promoted by a culture of wellness and its impact on costs have been documented by many large corporations. For example:

• DuPont reported that for every dollar invested in workplace health programs, they received a $1.42 benefit in lower absenteeism over a two-year period.
• Johnson and Johnson reduced their absenteeism by 15 percent within two years after introducing their wellness programs.
• After analyzing claims over a two-year period, Sony Corp. of America found that 50 percent of its indemnity plan costs were incurred by employees with medical conditions that were lifestyle related or that could be changed.

healthyManAs a speaker, consultant, doctor and former HMO medical director, my recommendation is that every CEO and business owner strive to establish a culture of wellness for their company. Certainly, every business decision involves a careful risk/reward analysis. But when it comes to investing the dollars to develop this a culture of health for your employees, the rewards far outweigh the risk.

For more information, please contact Jerry at kjbkorn@aol.com or http://www.askdoctorjerry.com.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014 

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, “Cracking the Personality Code” and “Cracking the Business Code” please go to www.lighthouseconsulting.com.

Seven Ways to Improve Your Employees’ Productivity

By Richard Hadden

[dropcaps type=”circle” color=”” background=””]E[/dropcaps]nough with management theory already! If the success of your business is to any degree labor-dependent, here are Men chasing timeseven actions you can take right now to make your people more productive, and enrich your bottom line.

  1. Test their focus. Do the people who work in your company know what’s really important to your business’s success? Are they pooling their collective energy in pursuit of those things? Here’s a way to find out. First, write down what you believe to be your company’s top three business priorities, right now. Put the piece of paper in your desk drawer. Then ask the next five employees you happen to bump into the same question: “What do you believe are our company’s top three business priorities, right now?” Use those exact words. Make sure they understand this is not a test. Whatever they tell you is correct, and there are no punishments or rewards connected. Check for consistency among themselves, and with your answers. If the answers are all exactly the same, let me know; I’d love to congratulate you. If they aren’t, you’d better get busy. As former NFL coach Jimmy Johnson once said, “Confused players aren’t very aggressive.”
  2. Do someone else’s job for a day. On a recent Southwest Airlines flight, I noticed a flight attendant slightly older than his colleagues. Turns out he was a pilot in disguise. That day, from coast to coast, he cheerfully went up and down the aisle dispensing peanuts, smiles, and a great attitude about the lessons learned from those he called “the people who really keep this plane in the air.”
  3. Give them a challenge to beat. Identify a major business challenge or opportunity in your company (declining sales, changing customer demands, new government regulations, emerging markets, excessive employee turnover, etc.), and invite non-management people to form a focus team to help you tackle the issue. Make sure the team takes ownership for finding solutions, and that they don’t waste time meeting for the sake of meeting. Emphasize that results, not activity, will be rewarded. Then reward them, with real money, in relation to the bottom line value of the results they produced.
  4. Prove your commitment to training. The next time an employee attends any kind of training, ask them ahead of time to be prepared to tell you three new concepts or skills they learned from it, and one thing they will begin doing differently as a result. Don’t approach it like a grilling, but emphasize the need to transform learning into performance, and your desire to support them in their development.
  5. Sit on the footlocker. Major General Melvin Zais, commander of the 101st Airborne Division in Vietnam, once said in a speech to future officers, “If you’ll get out of your warm house, go down to the barracks and just sit on the footlocker…you don’t have to tell ’em they’re doing a great job. Just sit on the footlocker, talk to one or two soldiers and leave. They’ll know that you know that they’re working hard to make you look good.” Great leaders show up, especially when their people are having a tough time.
  6. Show people the fruits of their labor. Find a meaningful way to show people how the product they make, the service they support, or the work they do is actually used, and enjoyed, by your customers. One company we work with makes highly technical medical supplies. The work is tedious, painstaking, and, well, boring. What’s worse, peach treesemployees began questioning the importance of their work. And it is very important work. The plant manager started arranging tours of a nearby hospital, where the assembly workers could see their products at work, saving lives, and delivering drugs and pain relief to patients. The workers came back so excited that the office staff wanted to be a part of it too. Now everyone in the plant makes a couple of trips a year, reinforcing the message, “What we do here matters! A lot!”
  7. Write thank-you notes. The next time an employee does something she didn’t have to do, purely out of a sense of commitment to the team or the organization, write her a note. Get a note card and a pen and write it out by hand, even if your handwriting is lousy. Put the note in the envelope with her next paycheck. Make this a habit.

I have a friend who berates himself for spending too much time “getting ready to get ready.” I’d suggest you’re already ready. Just get out of your cool office and go do it!

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

Richard Hadden, co-author of “Contented Cows Give Better Milk”, helps businesses improve their performance by virtue of having a focused, fired-up, and capably led workforce. Please visit www.ContentedCows.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.

To order the books, “Cracking the Personality Code” and “Cracking the Business Code” please go to www.lighthouseconsulting.com.

Recruit, Retain and Sustain: Lead into Tomorrow by Creating a Culture of Remote Work Today

By Annika Hylmö, Ph.D.

The very essence of leadership is that you have to have a vision.
≈ Theodore Hesburgh

The bravest are surely those who have the clearest vision of what is before them, glory and danger alike, and yet notwithstanding, go out and meet it.
≈ Thucydides

[dropcaps type=”circle” color=”” background=””]W[/dropcaps]hat is your vision for your company’s future? How will you lead to meet it? Companies are facing the challenges of a double-edged sword. On the one hand, the cost of doing business is rising with real estate is becoming more costly and operations in demand of 24/7 availability and speedy delivery telescope maneven in the face of adversity requiring the implementation of new strategies and structures. On the other, employees are increasingly demanding the opportunity to have a flexible work schedule while costs of recruiting and retaining key personnel are skyrocketing. Failing to take action means losing hard sought competitive advantages. Staying on top of the game in an ever more competitive marketplace means that flexibility is an organizational imperative. Offering remote work options to valued employees becomes good business, yet getting there often means traveling to uncharted territory. With a clear vision and strong leadership, you will succeed.

Companies implementing telecommuting programs save money. Sun Microsystems reduced its office space by 30% once most if its employees started to work remotely for a significant part of the workweek. Increased flexibility for employees adds up to customer satisfaction and sustained ability to compete in a global marketplace. It also offers the opportunity for important recruitment and retention strategies. As the generational demographics of the U.S. workforce are shifting and a large cohort of Baby Boomers transitions to new adventures, telecommuting may serve an important branding function for you as an employer to retain key stakeholders longer. It also helps to recruit younger talent who take remote work for granted. Overall savings from reduced turnover, increased productivity, and so on for most telecommuters is about 30% compared with in-house employees. With successful telecommuting programs, the bottom line improves.

Challenging the Vision

Managers often struggle with the decision to allow employees to telecommute. Some managers who are used to Management-by-Walking-Around find telecommuting to be antithetical to what they view as a good work ethic and resist the notion that people who are working outside the office could really be working as efficiently as those in-house. Working at a distance does mean that important personal connections between colleagues are easily lost. The old adage, “out of sight means out of mind” applies in all directions. It can be hard to build team spirit when team members have to communicate with each other in ways that don’t allow important non-verbal signals to be shared.

Telecommuting programs additionally suffer from concerns and questions raised from within the ranks. Too many remote work contexts are thrown together without much thought of the impact that telecommuting has on not only telecommuters, but also on colleagues working in-house. The opportunity to telecommute is often viewed as an individual “perk” as opposed to an integral part of a business strategy. When telecommuting is viewed as an individual benefit to be handed out on an occasional basis, concerns arise and confusion ensues. High levels of ambiguity and uncertainty end up leading to anxiety and frustration as questions of process and fairness take over any possible gains made to productivity and efficiency. Failure to lead the way to overcome these challenges means a lost opportunity not easily regained.

Meeting the Challenge—Leadership in Action

While some remote work programs are imbued with confusion, following a few simple strategies can start everyone on the path to a well functioning telecommuting program that the entire organization can embrace and support. Planning ahead will yield extraordinary results.

  1. Set the intention— Embrace the opportunity fully. Many telecommuting programs fail because of false starts and early stops. Avoid temporary pilots and case-by-case selection of eligible employees. Temporary pilots rarely take off into successful programs and singling out selected individuals to telecommute while others look on creates resentment. Instead, roll out the program in planned sequences allowing for ongoing assessment of successes and challenges.network
  2. Prepare to move forward—and don’t look back. Begin by getting everyone on board. Survey as many employees as possible to find out what they see as the benefits of remote work as well as points of resistance. Identify job descriptions that work as well remotely as in-house. Employees know what works and what doesn’t. Listen to them, and then develop guidelines and procedures for what is to come.
  3. Clear the mist—make sure that everyone, not just the telecommuters, knows the rules of engagement. Share the guidelines that have been developed for selecting individuals and workflow expectations. Let everyone know where, when, and how to contact each other. Develop plans and programs specifically intended to continue to mentor and monitor the needs and success of remote workers.
  4. Enter the territory—selecting the right people means making sure that telecommuters are identified based on their job descriptions as well as their ability to work independently and in isolation. Take the time to train them on time management and work related expectations. Offer them technological and other tools that they need to complete the task. Train everyone on the new processes and expectations to make sure that they are onboard.
  5. Lead with wisdom—strong leadership and support is necessary for any program to be a success. As a leader, recognize remote work as part of an overall strategy. Recognize telecommuting as a way to lead the organization into the future by providing an opportunity to develop a strong, innovative culture. Embrace it fully by expressing your support openly and frequently.
  6. Celebrate results—the purpose of any remote work program remains to be successful in business. Ultimately, telecommuting can be a way to provide better customer service, speed up problem solving, or to remain in touch with the rest of the world while other colleagues are taking a break. Develop programs rewarding results rather than hours with a bonus for teams that bring projects in on time, together. Highlight successes in company newsletters, recruitment sites and blogs to show how much you value your teams’ hard work.
  7. Return home to celebrate—remember that you are all on the path together. Bring everyone together face-to-face as a team on a regular basis to connect and continue to build relationships. Provide opportunities to have fun as a group and to create memories that bind.

Telecommuting is here to stay. Future hires and retained current employees will demand it and business operations unable to sustain without it. As a consultant, researcher, and network2practitioner, my recommendation is that business leaders recognize the value that formally implemented remote work structures add to the success of operations. Developing new work programs necessitates the willingness to face new challenges and tread new terrain, so get the help of an external consultant with expertise in telecommuting to guide you. The investment will yield sustainable rewards beyond expectation.

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2014

For more information, contact Annika Hylmö at annikahylmo@mac.com.

If you would like additional information on this topic or others, please contact your Human Resources department or Lighthouse Consulting Services LLC, 3130 Wilshire Blvd., Suite 550, Santa Monica, CA 90403, (310) 453-6556, dana@lighthouseconsulting.com & our website: www.lighthouseconsulting.com.

Lighthouse Consulting Services, LLC provides a variety of services, including in-depth work style assessments for new hires & staff development, team building, interpersonal & communication training, career guidance & transition, conflict management, 360s, workshops, and executive & employee coaching. Other areas of expertise: Executive on boarding for success, leadership training for the 21st century, exploring global options for expanding your business, sales and customer service training and operational productivity improvement.
To order the books, “Cracking the Personality Code” and “Cracking the Business Code” please go to www.lighthouseconsulting.com.