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Connected Managing by Personality Traits

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

“Watch your words: they become your thoughts.
Watch your thoughts: they become your actions.
Watch your actions: they become your habits.
Watch your habits: they become your destiny.”
∼ Frank Outlaw

Personality tests not only help when hiring, they just might be a manager’s best tool to connect with employees. You can manage the hard way or the easy way, the choice is up to you. The hard way is to be the “my way or the highway” type of boss. You know the kind, always forcing workers to do things in a way that isn’t natural for them. Wouldn’t it be better to use your understanding of personality traits to tap into the natural flow so you can get the best out of your people? Of course, knowing your employees, understanding their concerns, and developing connected relationships with them should be the normal procedure for all managers.

What is the payoff to a manager for developing connected relationships with employees using personality assessments? Here are three good benefits. First, it enables the manager to better anticipate what roadblocks might occur with a worker, and what to try to reduce this resistance. Second, understanding where employees are coming from will help you plan out how much participation you need from them and will give some clues as to how change should be communicated to them. Third, creating connected relationships builds commitment and loyalty.

Take the Connected Leader Test

How connected are you as a manager? To find out, we asked our colleague Dr. Bruce Heller, an industrial psychologist with twenty years experience and author of The Prodigal Executive–How to Coach Executives Too Painful to Keep, Too Valuable to Fire, to help us design a quick connected leader self-test. For each of the ten questions, choose the response that best matches your situation. Then give yourself the corresponding point value for each question. Total up your score and look to the end of the test for how to interpret your score.

Connected Leader Questions

Scoring instructions:

Don’t know = 1 point, Never = 2 points, Seldom = 3 points, Often = 4 points, Always = 5 points

1. Do you get personally involved with co-workers, colleagues, peers, and others?
2. Do you believe that your role as a leader is to serve your direct reports?
3. Do you feel your employees are motivated to help you achieve your goals?
4. How often do you acknowledge a special occasion of a direct report?
5. Do you reflect upon the potential impact you make on direct reports?
6. Do you spend time thinking about meeting the needs of others
7. Do you consider yourself a sensitive leader?
8. In your family, did your parents spend time listening and reflecting on an emotional level?
9. Do you think your peers and direct reports consider you a sensitive leader?
10. Do you keep a journal of your interactions and conversations?

Your Total

Scoring

This self-test helps you identify what level of connected leader you are. Research has shown that leaders who are able to attend and connect with their employees are more successful. This is because connection creates a depth of relationship that translates into improved productivity, less turnover, and a more engaged work force.

Here are the breakdowns for your scoring. If you scored:

0-14 You are disconnected from the people who make up your organization. To become more connected you may need to hire an executive coach.

15-26 Your connections are frail and therefore you could benefit from taking more time to think about others and find ways to connect with them. Sharing something about yourself will be effective. Also, begin to keep a journal of your interactions. Think about ways you can become more connected to people in your organization.

27-36 You are a connected leader. This means that you connect with your team and work towards building relationships. However, you could benefit from being even more connected by spending time walking around and speaking to people and especially begin to share with people something about you personally. This can mean a hobby or an interest.

36-50 You are deeply connected as a leader. You have an ability to think about ways to communicate and be sensitive to the needs of the people in your organization. Therefore, people want to work for you and you have a loyal following.

How to Get Connected

It’s been said there is a significant difference between hearing someone speak to you and really listening to what they say. Most managers consider themselves to be good listeners. But is that really the case?

Being a connected manager requires that you suspend judgment of your subordinates’ actions or reactions while you try to understand them. Personality assessments provide a great deal of clues. Sometimes, you will need to read between the lines of what they say. Next comes gentle questioning and probing to clarify what is going on. The goal is to understand and not to judge.

For most managers, this does not come naturally. These tips will help you become a better listener and a more connected leader.

Practice active listening. An active listener is ready and willing to really hear what the other person has to say. When you actively listen, you pay close attention to the speaker and don’t just wait until they get done talking, or worse yet, interrupt them. Paraphrase back to the person to check that you fully understand what is being said.
Enter the listening zone. When a subordinate approaches you to discuss something, go into listening mode. Do what it takes to minimize distractions, look the speaker in the eye, and make a decision in your head to listen. If you know their personality type, then think what their style of communication is.
Seek to understand first. Pay close attention to what the subordinate is saying, both the words and the feeling behind them. Watch the speaker’s body language. Instead of interrupting if you have a question or comment, write it down so you can remember it for later.
Show empathy. Empathy—the ability to know and feel what others experience—is the foundation of being a connected leader. Managers in industries ranging from healthcare to high-tech are realizing benefits to their team’s productivity when they show empathy. The old adage applies: “They don’t care how much you know until they know how much you care.”
Hold your reactions. Have you ever seen someone react negatively to what you say without saying a word? Even if you disagree with the subordinate, do not react negatively by shaking your head or putting on a big frown. Instead give positive cues like smiling, maintaining eye con-tact, leaning toward the speaker, taking notes, and even making those little positive “right” and “go on” statements. When they are finished, take a breath and then weigh in with your feedback.

We all want to be understood. Employee buy-in comes when a manager is able to listen attentively, understand them as people, and lead naturally.

People Do Things for Their Own Reasons

A book we recommend is Managing People: What’s Personality Got to Do With It by Carol Ritberger, Ph.D. (www.ritberger.com). She surmises that success in life is significantly, if not totally, dependent upon our ability to manage.

We manage on the job, we manage in our governmental and educational institutions, and we manage in our personal lives. According to Dr. Ritberger, successful managers are those who understand what needs to be accomplished, who communicate with those who are supposed to get it done and achieve a desired result through their efforts.

“In trying to understand human behavior, there’s a basic principle that applies to all our actions: People do things for their reasons and not ours,” says Dr. Ritberger. “Another way to say it is: Other people see things, respond and react in different ways. They’ll usually do what they think will offer them the greatest reward for their efforts.”

What this means, continues Dr. Ritberger, is that no one in a position of power can motivate others to work unless they understand which motivation factors produce the results they seek. “Sure, people will make a halfhearted effort if they’re threatened, but all this does is produce marginal results, and it also ends up creating frustration, resentment, rebellious behavior, and power struggles,” she says.

According to Dr. Ritberger, a good manager knows that people need to feel accepted for who they are, long to be recognized for their contributions, and want to enjoy themselves when interacting with their peers or superiors. A wise supervisor remembers the importance of the individual and knows that when folks feel good about themselves, they’ll naturally reach higher standards in their performance and be motivated for their reasons and not yours. An intelligent person uses this information to help others become more productive and effective in what they do.

Dr. Ritberger believes that as you seek to understand more about personality, it’s helpful to keep these three important factors in mind:

People want to fit in, and as a result will take on what they perceive to be the behavior norm for their environment, even if it isn’t in alignment with their personality boundaries.
It’s human nature to judge people based on first impressions that may not reflect the true nature of their personalities.
There’s a natural tendency to compare other people’s behavior with our own to determine whether their personality is compatible with ours. “However, if you understand that personality is more than what you see on the surface, then you’ll have the opportunity to really get to know new acquaintances and discover their natural talents,” says Dr. Ritberger. “You may realize that someone you misread initially is exactly who you’ve been seeking for a job, or is most compatible in a social relationship. You might even find yourself more appreciative of the differences in people because you’ll recognize that their strengths are your weaknesses, and how those variations offer the greatest opportunity to create a dynamic team of self-motivated people.”

How to Understand Yourself

Before you use personality assessments to manage others, you should also use them to better understand yourself. Teamwork is about how people work with each other, and personality types play a big role in this. The first step is to know yourself. Here are some thoughts to help you as a manager with that process.

Have you ever looked carefully at a seed? It’s really amazing to see what is in a little seed, and that may help us to learn more about what is inside of us. For in some ways, we are much like the seed and its growth process.

A seed is made of an embryo, that is, a baby plant that has all it needs to grow, develop, and blossom into what it was created to be. The embryo has the materials to develop its leaves, stems, and roots to gather needed nutriments from water, light, minerals, and such to produce food and pro-vide support for itself. That’s what we’re like when we’re born. We have all we need to be who we were created to be—all the unique qualities, talents and knowledge that is needed in the world.

The Seed and the Pod

Now the seed has another part that it needs for its growth, and that’s its seed covering or pod. The pod provides protection, support, and nutrition to the seed during the growth process. It provides food for the seed until it can produce food on its own, and protects it from harsh elements in the environment. We also have something similar to the pod in our lives to help protect our seed from harm and support it during our growth process. We tend to look at the seed and pod in much like our true and false selves. The true or real self, like the seed, is the life-giving core of our being. The real self holds all the beauty and light of whom we are—it is the soul of the individual. The true self also has our entire real feelings and thoughts, feelings, and thoughts that may not be acceptable to those around us.

This is where the pod or our false self enters the scene. Like the pod, the false self protects and hides the real self from harsh elements of the environment. The false self responds to the demands, beliefs and possible abuse from our parents or caretakers, family, siblings, peers and other places and people that impact us as we grow. The false self takes on the mistaken beliefs, misguided directions, and sometimes harsh treatment we experience as we are growing up so our true self is never touched. The false self or pod becomes our mask, our facade to the outside world, to conceal and defend our true self, our little seed.

The Pod within Us

The pod, as we become older, begins to be written on by all the things we are told: all our experiences—bad and good—and all the wounds we gather throughout our life. Our pod may have written on it that we are worthless or bad or stupid. We may believe that we are good at certain things, but bad at other things like math or communication. We may think we should not show anger, fear, or pain to others. We may believe that people are not to be trusted or that confrontation is bad. There are many beliefs and ideas that our pod or false self takes in and learns from others. Some might not like the false self, because they think it keeps them from their seed. Actually, though, the pod has kept our seed safe until the time is right for the growth process. Once again, the seed’s growth process can help us to understand our own growth process, our discovery of ourselves.

Preparing for Growth

The seed will only grow and break through the pod when the environmental conditions are right, when there is just the right amount of warmth, moisture, and oxygen present around the seed. If the environment is too dry or has unfavorable temperatures, then the seed will not come out of its pod. This allows the plant to survive during periods when plant growth is not possible. It’s the same for us! Our seed, our real self, is wise and does not allow itself to be in an environment that cannot support it or care for it. So, the seed waits until the time is right—until we are ready and able to have the support, internally and externally, for our seed to grow. This preparation time is very important so we can begin to let go of our pod with all inscribed beliefs and thoughts that do not belong to us and never did.

Some might say they have always been ready to let go of their pod. Yet, it takes honesty and courage to face what is in our pod and to see it is not who we truly are. This means we have to see that those who gave us these beliefs or hurt us were wrong. That is not to say these people were bad, for they learned these misguided ideas from their experiences, too, and they just didn’t know any better. That’s not always easy to accept about our parents, family, or loved ones. This growth process is not easy either. It takes much work, dedication, and willingness to look at some difficult issues.

A Story of Wheat and Weeds

Now, the seed can’t just come out of its pod all at once, but it happens slowly at a gradual pace so that the growth is strong and sure. That means it’s okay to allow elements of the pod to remain around the seed until you are ready to let go of those parts. This process is like the story of a man who planted some wheat in his field. Then during the night, the man’s enemy came and planted weeds among the wheat. When the wheat began to come up through the soil so did the weeds, and the man’s servants asked him if they should gather up the weeds. The man replied, “No, because while you are gathering up the weeds, you might uproot the wheat with them. Rather, let both grow together. Then at harvest time, we will gather the weeds first, bind them together and burn them. Then we will gather the wheat into my barn.”

In the meantime, if you have an issue written on your pod, like a hot temper or fear of confrontation, you can develop healthy and healing ways to deal with the issue. Then as one grows and discovers more about their seed, the elements in the pod will naturally fade.

Self-Discovery

In the plant’s growth process, first a root comes out of the pod to test the environment and the seed begins to build its root system to support the plant. Then the seed forms its leaves and stem to come up through the soil to the sunlight. That’s what our seed does, too. First, our seed will build a foundation of who we truly are—our values, our ideas, our beliefs—to support our being and growth process. Then when the foundation is laid and our roots are firmly in the ground, we begin to break through the surface and our being begins to shine to the world. We discover who we truly are in just the right time and just the right way.

A good exercise to begin or further your awakening process is to write down on a piece of paper a list of all that is within your seed and what is written on your pod. You might want to draw and write about these qualities in depth. Look at where the elements of your pod came from, where you learned them, and what triggers these in you. You could also make a collage about your seed and pod using pictures, words, and sentences from magazines and newspapers to get a full picture of your growth process.

Everyone Is Unique

It’s important to recognize and appreciate our unique qualities. It takes effort and persistence to travel through this process, but remember your seed and pod have all they need to do the work. All that is required is already within you, and that’s pretty amazing—just like the plant’s little seed.

Appreciating Personality Diversity

Now that you understand your own personality better, take a look at those who work for you. Wouldn’t it be great if everyone who worked for us had the exact same personalities that we do? No, it would not.

The most effective managers appreciate the diversity of their subordinates’ personalities. That’s the view of Management Professor Scott Williams, a business school faculty member at Wright State University in Dayton, Ohio.

“Personality can make communication and coordination of activities more difficult at times, but diversity has its advantages,” says Dr. Williams. “Diverse groups that give the extra effort to understand and accept each other’s personalities tend to produce higher quality decisions than groups that are either (a) homogeneous or (b) don’t manage their diversity well.”

According to Dr. Williams, appreciating the diverse personalities of the people we interact with helps us to understand why they act the way they do and how to get the most out of them. Appreciating personality diversity means respecting the strengths and limitations of each individual, and knowing how to capitalize on each individual’s strengths.

In his online newsletter LeaderLetter, Dr. Williams states that appreciating personality diversity is the opposite of dogmatically expecting everyone to view situations the way you do—no matter how successful you have been using your approach. We don’t all think alike, but that’s often a good thing.

“People with different personalities have different inherent strengths and weaknesses,” adds Dr. Williams. “For this reason, the best groups are made up of members with diverse personalities who learn to appreciate and put to use each other’s strengths. Managers should promote an appreciation for personality diversity. Discussions of personality inventories, especially when facilitated by an expert, can be an effective way to foster such appreciation.”

Permission is needed from Lighthouse Consulting Services, LLC to reproduce any portion provided in this article. © 2015 This information contained in this article is not meant to be a substitute for professional counseling.

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, [email protected] & 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 our books, Cracking the Personality Code and Cracking the Business Code, please go to www.lighthouseconsulting.com.

We recently launched a new service called Sino-Am Leadership to help executives excel when stationed outside their home country. American managers in Asia and Asian managers in America face considerable business, personal, and leadership challenges because of the cultural differences. This unique program provides personal, one-on-one coaching. For more information visit, https://lighthouseconsulting.com/performance-management/talent-development/sino-american-management-style/.

Inspiration and Techniques for Building Championship-Level Performance – Lighthouse clients have one thing in common – all are committed to boosting the performance of their organizations. So, we are pleased to introduce our clients and friends to Boaz Rauchwerger — speaker, trainer, author and consultant. We highly recommend Boaz to you. Ask him to deliver one of his inspirational programs at your next executive retreat or strategic planning session.

One of our favorite Boaz programs is “Playing Like a Championship Team Every Day”. It helps you build on the strengths of everyone’s individual differences. This program helps you discover five steps to get everyone to join the building crew and resign from the wrecking crew. This is a very powerful and inspirational program that receives rave reviews every time.

• Master five techniques to inspire others to perform like champions
• Six recognition techniques including the powerful “good finder” program
• Learn four ways that your team can gain a competitive advantage
• Identify the three prerequisites for maximizing the team’s results
• Learn the two forms of keeping a daily score so everyone wins

Who is Boaz? 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. He was voted Speaker of the Year by Vistage, an international organization of CEOs and business owners. How to Contact Boaz – Want more information on Boaz’s Power Program, including “Playing Like a Championship Team Every Day”? Just click here and we’ll be in touch.

Cracking the Strategic Planning Code – Ideas from the Experts

By Larry Cassidy, Marc Emmer, Diana Ho, Brian Oken, Steve Phillips & Paul David Walker

When the topic of strategic planning comes up, some individuals get very excited about the planning process while others consider it just a waste of time. With so many different styles and approaches, we thought that we’d ask a number of experts for how they approach this topic and the top three key points to think about before your next strategic planning meeting.

Larry Cassidy

Strategic Conversation

My view of so-called “strategic planning” is that today it is less an event and more an ongoing conversation. The most effective organizations are evolving, and for me that moves viable strategic thinking away from being an annual event and toward an ongoing conversation.

The idea that we can somehow nail down where and how things are (and, projected, where and how they will be into the future), and then craft a lasting response, is ineffective. The world in which we operate is constantly changing; thus, we too must participate in that same game, which requires a continuing and continuous conversation.

As that applies to crafting strategy, I recommend frequent sessions in which the “team” comes together to discuss the future. For each session, step one is to identify the most important questions which must be answered; step two is to arrive at agreement on the answers; and, step three is to define action steps based on those answers (what, why, who, how, when, resources and milestones). As you prep for these ongoing sessions, consider:

Inviting more of, rather than less of, your management and supervisory team. Interesting ideas often come from the “less likely” participants. And participation invites a sense of “ownership.”
Requesting from the attendees, in advance, the questions they feel are the most important to the firm’s future. You may be surprised at what you get.
Building each session around a few key questions, using multiple breakout groups to discuss each question, and mixing people and functions within breakout groups for each topic discussion (thus creating fresh energy and different chemistry around each question).
And, inviting a few key outsiders to participate in each session (good strategic thinkers, creative types, folks who will challenge and “stir the pot”). You will find their input tends to raise the bar for those on your team.

Marc Emmer

Strategic Planning: The Entrepreneurs Dilemma

There is one thing that almost all entrepreneurs have in common; they want to grow. Yet determining where and how to grow can prove elusive, even to the most savvy strategists.

Often, management teams face gut wrenching strategic choices. While growing a core business incrementally offers a high probability of success, companies with a singular focus are subject to concentration risk that inhibits enterprise value. The more the company grows, the bigger the problem becomes. A diversification strategy reduces concentration, but growth far afield from one’s core competency, increases the probability of failure.

Often, entrepreneurial companies also lack the talent to focus on transformational business model innovations that could drive competitive advantage. Unfortunately, many companies create a 12 month forecast within their core business, and pass it off as a strategic plan. A well thought out vision balances the short term and the long term and clarifies the company’s value proposition and strategic priorities.

Here are some success factors to consider before engaging in strategic planning:

Market Analysis-A thoughtful review of trends in the industry that will impact future demand.
A level of preparedness on the part of the participants so that they are in a position to make fact-based strategic decisions.
A process that enables execution on strategic objectives.

As we approach the time of year when many companies formalize their business strategies, it is important to structure a framework that ensures that management takes the time to think, both about the core business and potential disruption. Great companies weave strategic thinking into their management DNA and then convert strategies into actionable measurable tactics that drive results.

Diana Ho

The Art of Strategic Planning

Strategic planning has fallen in and out of favor numerous times since my earliest days as a planning facilitator. While my experience base and process toolbox has grown over the years, so has my “beginners mind.” Rather than bringing a methodology that works for all, I approach each planning engagement as a blank slate, pay attention, listen deeply and design each process based upon the unique characteristics of the client organization.

Every organization has a strategic plan whether they know it or not. The opportunities embedded in a “strategic planning process” include a) making the plan explicit, b) aligning expectations, c) leveraging resources and d) building a skilled planning- and accountability-minded team. The process of planning is equally as important, if not MORE important, than the resulting “plan;” and the effectiveness of any planning process is directly correlated to the extent that it is aligned with the leadership/power structure of the organization. So design the process well, Grasshopper!

When considering external resources, decide where your needs lie along the continuum of “expert” (who will tell you what your process and strategy ought to be) and “facilitator” (who will leverage your organizational resources, ask questions, provide options, build capacity and hold your feet to the fire).

Three things to consider before having a strategic planning meeting:

What is the organizational “appetite” for planning; should we be thinking in terms of a “planning meeting” or a “planning process and mindset?”
Who needs to be at the table?
What are the organizational and personal rewards and consequences for planning or not planning?

Brian Oken

Strategic Planning for the Rest of Us

If you’re like most of us, you’re leading a small to medium-sized business with limited resources, no time and a million things you need to get done. To get the best results, I believe you should narrow your focus, engage your team and make your efforts count.

But before you proceed with any group planning activities, you should:

Be clear about what you want for your business. Do you want to grow market share, sell in the near future, build a legacy…?
Have a competent management team in place.
Decide whether you’re going to use an outside facilitator or Do-It-Yourself.

Here’s my approach to strategic planning:

Be focused and realistic. It’s impossible for any group to successfully accomplish more than 1 or 2 strategic goals a year because of all the associated projects and tasks. If you try to do too many things at once, it will dilute your focus and compromise your results. Remember, you want to actually achieve these goals.

Generating great financial results is a team effort. Your plan and strategy (and the reasons for them) must be presented in such a way that everyone in your company can easily understand them. The plan must also connect daily activities to company goals. This is the only way your employees will feel connected to your overall vision. People need feedback and need to know their efforts are making a difference. Be transparent about your results and celebrate your successes!

Implementing a strategic plan is a methodical approach and an ongoing process to help you and your team work smarter and get better results. But in order for this to happen, your plan must drive the agenda of your staff meetings and be referenced and updated on a regular basis. Once you see how an effective plan can help you achieve your goals, I doubt you will ever operate without one again.

Steve Phillips

The Strategic Planning Meeting – Turbo charge your approach!

Strategic planning is by its nature, time consuming and hard! Assessing the environment and the company and then positioning and aligning resources takes tons of effort. So much effort that many Fortune 500 companies just don’t do a good job. And… it’s these companies that rarely hit their potential. But true strategic planning, (like what McKinsey or BCG does) can easily cost $1M or more. So what is the answer? How does a company do great planning at a small fraction of the cost? I think a turbo charged approach meets most everyone’s needs. It’s quick, uses your best people, gets everyone bought in to the implementation of the plan, builds-in an accountability system, and gets it mostly right. Think of it as a leveraged approach.

So what is the process for a turbo charged approach? It’s easy! I find it most useful to use a third party (not the CEO) to organize the process, collect and analyze the data, set the objectives and outcomes for the meeting (with the CEO) design the agenda, and to facilitate the meeting. In this way, people can do their work and the third party can do all the leg work. Then when it’s most important, everyone can meet and use their time together wisely.

So how to approach turbo charged strategic planning?

Pick a third party to organize and drive the process. It can be a senior level consultant (like me 🙂 ) or an internal specialist but it should not be the CEO or President. They have much better things to do than the leg work that it will take to make the meeting effective.
Collect valid data. Some folks like to collect both external data and internal data but some are fine with just picking the brains of their top folks on what we really need to do next to be most successful. (Remember, this is a leveraged “turbo charged” approach). I suggest the third party personally interview participants for about 60 minutes each. This should be plenty of time to assess what should be done next year.
Create a specific and detailed agenda based upon what you learned from your data analysis. This should also include the specific outcomes and objectives for the meeting and detailed agenda items. Too many times people just put topics on the agenda without ever fully considering: the type of item, the champion of the item, the outcome of the item, the process for the item, the time line for the item, the pre-work needed to be ready to efficiently use time, etc. Creating a great agenda is an art and time consuming. There are many considerations and it often takes much longer than anyone expects but when done right, huge amounts get accomplished in the meeting seamlessly and the group actually enjoys the process (and if I have my way, walk out of the room a more effective team. See #5).
Use a professional facilitator for the meeting. I am not just saying this because I am one. I am saying it because it works a thousand times better than not having one! I would much prefer to be maximizing everyone’s time and using each person’s brain in the room rather than have one of those folks worrying about lunch, the air conditioning or making sure the conversation stays on point. A pro will pay for themselves a hundred times over.
Use the strategic planning meeting to tune up your team. There is no question that teams outperform groups of individuals on complex tasks about 99% of the time. It used to be that we did “teambuilding”. Now I find the best way to build your team is while they are working on a real project. A professional will know how to do this seamlessly and effectively and at the same time you are setting up your plans for the future. It’s a win win win win. Better strategy, alignment, direction, and teamwork!
Do quarterly follow-ups to create a built-in accountability system, adjust the plan as needed, speed up the team, and continue to develop toward high performance. It only takes about 4 hours for the quarterly meeting to meet its objectives but most groups try to leverage or maximize their precious little time together. High performing teams will rotate who is in charge of each meeting and give them total freedom to run the session where and when and how they see fit. They can be at client sites, hotels, new offices, wherever will work for the theme of the day. Most groups put in place a ¾ day or all day quarterly meeting and use the extra time to develop everyone, either with team building, leadership development, site tours, or expert panels or guest speakers. It is a day everyone looks forward to. And then once a year, usually 4th Q, we do a longer retreat to close the year formally and kick off the next, all in alignment with the executive committee and shareholders meetings.

So there you have it. A leveraged approach to your strategic planning. Pick a third party to run the process, collect and analyze data, create a specific and detailed agenda, hire a professional facilitator to run the meeting, and create a built-in accountability system that ensures people stay on track and in alignment. This process works like crazy, takes very little time, is not terribly expensive, uses your people where they are best and does not waste their time. It creates ownership and buy-in, decreases resistance and makes full implementation almost assured, creates strategic alignment, builds your team and helps them to achieve and stay at high performance. It gives you a full opportunity to participate as a leader, makes everyone smarter and leaves your organization aligned, agile, collaborative, and highly productive.

Paul David Walker

Understand Present Reality

There are flows of intelligence that manifest as multidimensional streams of cause and effect at every level of life. These flows have momentum and move forward with or without you. In business these flows are formed by market wants and needs. As you consider your business strategy, it is important to understand these flows and position your company to use these flows, like a surfer at the sweet spot of a wave, to move forward accurately. It is pointless to try to swim against the current. As you ride these flows forward you will be able to see opportunities as they emerge before your competitors. The objective is to find emerging trends that lead to a window of opportunity, as we do with our clients illustrated here.

The Right Plan For You

It is dangerous to develop a strategic plan that does not take into account your companies true capabilities. If a surfer chooses a wave that is too big for their skills they will be drowned or seriously hurt, the same is true of a company. It does not serve well to develop a business strategy that requires more resources, talent, or momentum than the company can realistically achieve. Find a place in the flow of your market that acerbates you, not one that will drown you and your company. Once you succeed and gain power and skill, develop a bigger plan.

Explosive Targeted Actions

After understanding your place in market trends, build a simple focused strategic plan. Then eliminate all activities that do not support that plan. Make sure every executive understands that this is not a drill. It is a road map for all actions. Paint a compelling picture of the outcomes at every stage in your plan and develop the courage to act. Teams with clear missions, a sense of urgency, the stillness of a master, and explosive targeted actions are the ones that will win in the 21st century. Those that hesitate will lose. To summarize:

Understand present reality
Develop the right plan for you, not a grandiose fantasy
Commit to explosive targeted actions

Larry Cassidy has been a Group Chair with Vistage International (formerly TEC International) for over 27 years. He currently works monthly with more than 50 Southern California executives, in three chief executive groups and one group of key executives, regarding all aspects of their businesses. Larry can be reached at [email protected] and 714-460-3090.

Marc Emmer is President of Optimize Inc. a management consulting firm specializing in strategic planning. Marc is the author of Intended Consequences, Design the Future you Wish to Create. Marc can be reached at [email protected] or at 661-296-2568.

Diana L. Ho is a seasoned facilitator/executive coach, percussionist, book-binder and kick-ass project manager. She began her career in retail merchandising and was Vice President and division head in a Los Angeles management consulting firm before founding Management Arts in 1995. Contact her at [email protected] or 310-475-6563.

Brian Oken has a 20 year track record as a successful President/CEO, having effectively guided organizations through aggressive revenue growth to sustained profitability. Throughout his career, he has been involved in managing, operating and strategically positioning companies in the public and private/family sectors. He is well known for improving the profitability of organizations while also creating great places to work. Prior to opening his own firm, Brian spent two decades running manufacturing and service based businesses as President and CEO. His accomplishments include significantly growing income and cash, being listed on the Inc. 500/5000 fastest growing company list, engaging in international strategic alliances and the launching of numerous successful new products. CEOs, Presidents and business owners call on Brian as a trusted advisor to help grow their companies, make better decisions with greater returns and create the highest performing workplace cultures. Brian can be reached at [email protected] or 310-466-2804.

Steven Phillips, Ph.D., Founder and CEO. In his relentless effort to deliver uncommon results, Dr. Steven L. Phillips has built an enviable reputation for his senior team consulting service that focuses on results-driven off-sites for senior leadership, strategic planning, and executive leadership. Dr. Phillips has helped thousands of individuals and organizations establish new levels of teamwork, transformation, and performance, all specifically targeted toward bottom-line results. Dr. Phillips has extensive experience as an Organization Development professional. For many years he served as a SVP Chief Talent Officer for a privately held 1B company with 10,000 employees. As a consultant, he has worked with Senior Executives at Microsoft, PepsiCo, Viacom, Mattel, Boeing, and many others, helping individuals, teams, and entire organizations successfully implement change. Steve also works one-on-one with Presidents and CEOs helping them strategize for powerful and successful leadership. Additionally, Dr. Phillips creates customized team development activities for executive teams designed specifically to shorten cycle time to high performance. Dr. Phillips’ best-selling books are used in corporations throughout the world. His latest book, The Senior Leadership Off-site Playbook, is soon to be released. Steven can be reached at [email protected] or 310-456-3532.

Paul David Walker, Founder & CEO of Genius Stone Partners was part of building the first leadership firm to align Strategy, Structure and Culture, and has been a business leadership adviser to the CEO’s of Fortune 500 and midsize companies for over 25 years. He is the author of Unleashing Genius: Leading Yourself, Teams and Corporations, two other books, and will publish a new book called Invent Your Future. He has succeeded by unleashing the genius of the people around him and is known to be a visionary leader and master of collaboration. Paul can be reached at [email protected] or 562-233-7861.

Inspiration and Techniques for Building Championship-Level Performance
Lighthouse clients have one thing in common – all are committed to boosting the performance of their organizations. So, we are pleased to introduce our clients and friends to Boaz Rauchwerger — speaker, trainer, author and consultant. We highly recommend Boaz to you. Ask him to deliver one of his inspirational programs at your next executive retreat or strategic planning session.

Who is Boaz?
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. He was voted Speaker of the Year by Vistage, an international organization of CEOs and business owners. How to contact Boaz – Want more information on Boaz’s Power Program, including “Playing Like a Championship Team Every Day”? Just click here and we’ll be in touch.

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.

Six Tips for Holding Successful Meetings with Staff Members

By Helena Ferrari

The following tips for holding successful meetings will help you and help your reporting staff members to succeed when they are most empowered.

Regular one to one employee meetings are very important. These meetings set the forum for a communication channel from management to employees, as well as from employees to management. For an employee being informed creates a feeling of involvement and increases the sense of ownership that stimulates productivity.

To maximize the time and productivity of both parties, the meeting works best when it’s organized. This time spent together can be considered a fact finding and an employee empowering session. These are the times that you can work together with your staff member to prepare them to take ownership and empower them to go out and perform.

1. What’s the objective?

The first step is to decide what are you trying to accomplish in these meetings? The goal is important to ascertain before meetings as this goal will focus the staff member towards attainment. This helps to review progress on hitting a project milestone and set the next steps for keeping the project on track.

2. What’s the ideal outcome?

This serves as a reminder especially when it comes to dealing with tough issues which you are seeking a positive result. Sometimes personal emotions take control of the real issue and as a result it is easy to lose sight of the positive goal you are seeking. This forum is a chance to recognize accomplishments, set future direction, and maintain accountability. For example: If you’re dealing with a situation in which confusion exists, the positive outcome is a plan that provides clear direction.

3. How should the manager prepare?

You may have stimulating questions to ask, information to provide, or something to teach; you may need to give direction or spell out expectations. Sometimes you may need to prepare by reminding yourself to listen and be patient. Whatever the case, come prepared. As part of this exchange it is important to remember that coaching takes place through two-way conversations so try not to dominate the conversation.

4. What should the employee prepare?

In order to get the most out of these meetings you may send some questions or an outline in advance for the areas you would like to cover during the meeting. No matter what plan or agenda you seek for this session it is important to encourage employee participation?

5. How is this meeting valuable to the employee?

Ultimately, you want your employees to drive the one-on-one meetings. You want them to bring to the meeting the issues, challenges, opportunities and ideas to discuss. In essence, the meeting is a two-way street as the employee’s role is to take responsibility; yours is to provide support and add value that helps the employee perform well.

6. What follow-up should be set?

There should be action items for both the manager and staff member before completing the meeting. If the employee discusses issues or opportunities for improvement, he/she should come prepared next time with ideas for possible solutions and even changes that they have already implemented. This enables the employee to take ownership and feel empowered which in turn results in increased productivity and an improved level of personal responsibility. It is possible that the manager may have to assist with driving some of the exchange of ideas resulting in management action items. Both parties should agree on a list of the deliverables for which the employee and the manager are to report progress in the next meeting. Once you have agreed on the action items, communicate a going forward plan that puts the idea into action or allows the employee to bring proposals into the next meeting.

As the meeting closes, set a follow-up time to check progress. Doing this allows you to stay connected, builds in accountability for the employee, and for you as a manager and shows that you care about the outcome.

Helena Ferrari, PHR Director of Human Resources has worked with many businesses globally throughout her twelve-year career as a Human Resources Professional. Through the Human Resources function’s role as a strategic business partner, Helena develops change initiatives and performance enhancing programs that improves organizations competitiveness through people. For more information, contact Helena at [email protected].

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

What You Said Is Not What I Heard: Generational Crosstalk & Why You Should Care

By Karen Arnold and Kevin Williams

John, age 25, text messages Jill, age 45 that he would like to make some changes to the proposal they just completed. Jill sits fuming at her desk thinking, “Who does John think he is sending me a text message to change the proposal? At least he could have had the decency to talk to me face-to-face.” What is going on here? Generations pushing each other’s communication hot buttons. In the past – you, as a leader, may have paid little or no attention to the age span of employees working for you. With four generations in the workplace, circumstances have changed.

Some other dramatic changes we will experience are: 1) a globally aging population, 2) increased technology that will change our products and services and how we deliver them, 3) people extending their working careers, but not necessarily staying in their current positions, 4) a significant shortage of employees for the next 7-12 years. These factors add to the complexity of recruiting, retaining and motivating employees.

To better understand the communication disconnects that are occurring in your workplace it is important to recognize why each generation communicates as they do. To help facilitate this understanding, let us review each generation and what influenced them during their formative years.

Traditionalists — Born 1900 to 1945 – Traditionalists have worked longer than any of the other generations. They were influenced by the great depression, which instilled in most members of this generation the ability to live within limited means. They believe in saving for a rainy day and they also believe that you stay with an organization through thick and thin, and have extreme loyalty to those in leadership positions. Traditionalists are loyal, hardworking, financially conservative and faithful to institutions. This generation is most comfortable with face-to face communication. They are more formal in their communication style than the other three generations.

Quick tips to effectively communicate with Traditionalists – Appreciate information given to them in person. They are very motivated by clear direction given to them by their supervisor. They find emails to be an ineffective mode of communication in most instances. Leadership tips include:

• Acknowledge experience and expertise
• Provide them opportunities to mentor younger employees
• Discuss how their contributions affect the organization
• Focus on the personal touch

Baby Boomers — Born 1946 to 1964 – Influenced by the assassination of President Kennedy, Vietnam and the “Pill”, Baby Boomers have always felt compelled to change the system. Upon entering the work force, Boomers challenged the status quo. As a result, they are responsible for many of the rights and opportunities now taken for granted. Because of their large numbers, Boomers faced competition from each other for jobs. They all but invented the 60-hour workweek, figuring that long hours and hard work was one way to rise above the pack and get ahead. Their sense of who they are is deeply connected to their career achievements. They are now looking to change their careers and do something else as they move toward, what in the past has been traditional retirement age. Boomers prefer verbal over written communication; call them on the phone rather than sending an email.

Quick tips to effectively communicate with Boomers – While they are most comfortable with face-to-face communication, a phone call is usually preferable to an email. They spent much of their working life without today’s technology and still are most comfortable with face-to-face, phone calls and interoffice memos. They differ from the traditionalists in that they want to be part of the decision-making, not just given direction. Leadership tips include:

• Discuss how they’re making a difference
• Assign challenging projects
• Provide public recognition and perks for performance
• This is the “Sandwich Generation” and you need to support them with their diverse responsibilities

Generation X — Born 1965 to 1980 – Generation X’ers were influenced by divorce rates that tripled when they were children, both parents working and being the first latch key kids. They are technologically savvy, having ushered in the era of video games and personal computers during their formative years. Watching their parents being laid off after years of dedicated service instilled a sense of distrust of institutions. Because they do not expect employer loyalty, Gen X’er’s see no problem changing jobs to advance professionally.

In contrast to the Baby Boomers’ overtime work ethic, generation X’ers believe that work is not the most important thing in their lives. They are resourceful and hardworking, but once 5 o’clock hits, they would rather pursue other interests. An X’er is very comfortable communicating with technology such as email and text messaging.
Quick tips to effectively communicate with Generation X – Are used to getting feedback quickly by communicating through emails and text messaging. They want timely communication and feedback and are equally comfortable providing the same to others. One of the common complaints we hear from Generation X’ers is they do not feel they are listened to in the workplace. Leadership tips include:

• Do not micromanage
• Give candid, timely feedback
• Encourage informal, open communication
• Use technology to communicate
• Provide learning opportunities and mentoring

Generation Y — Born 1981 to 1999 – Many in this generation are still in school, but the oldest Y’s are just now entering the work force. This generation has had access to cell phones, pagers and personal computers all their lives. They have also been influenced by watching natural disasters, riots and other tragedies occurring all over the world live and in color right from the comfort of their living room.

Generation Y’s are eager to learn and enjoy questioning things. They are confident and have high self-esteem. They are collaborators and favor teamwork, having functioned in groups in school, organized sports and extracurricular activities from a very young age. They reject the notion that they have to stay within the rigid confines of a job description. Expect them to keep their career options open. Generation Y’s will think nothing of making career changes and/or building parallel careers. If you call them instead of emailing or text messaging them, you are wasting their time. These folks are excellent at multi-tasking, they are most comfortable answering an email while working on a spread sheet and listening to their IPOD.

Quick tips to effectively communicate with Generation Y – This generation has grown up with cell phones, text messaging, emails and live electronic chats. For this generation “My Space” is the modern day version of the community bulletin board or the local hang out (think of Mel’s in American Graffiti). The difference is they are talking to people across the world, not just people across the street. Generation Y’ers are most comfortable with communication they can conduct while taking on two or three other tasks simultaneously. Leadership tips include:

• Provide good supervision and structure
• Communicate clear objectives and expectations
• Emphasize their ability to make a difference
• Use technology to deliver information
• Assign work that is interesting, meaningful, and important
• Assist them with career planning

One-size-fits all communication and leadership is not effective given this new paradigm in the workplace. Both you as an employer and your employees need to understand and value the communication style of each generation. The quick tips provided will assist you effectively communicate and lead each generation.

When facilitating our “Power and Challenge of Four” workshops we are consistently impressed with the fact that most participants are moved by the influences that have shaped the other generations. We also find that participants are willing to modify their style to better meet the needs of others.

The most successful organizations find a way to let every generation be heard. They recognize that no one has all the answers. This appreciation of generational diversity allows each group to contribute and be a part of the growth of the organization. Once leadership understands this, it can help open up communication at all levels of the organization. As we said, this is the first time in American history we have had four generations in the workplace. While this presents challenges, it also presents opportunities to utilize a broad spectrum of skills, abilities, and experiences that can contribute to the overall success of an organization.

Karen Arnold and Kevin Williams, FutureDecisions® LLC, have recognized the need for dramatically different work practices to meet the unique challenges of today’s workplace. To contact Karen and Kevin, call 916-812-6033.

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

Leadership: How to Listen To Your Inner Compass

By Paul David Walker

Cause and Effect Moves With or Without You

The flow of cause and effect move events, stimulate ideas, and drive consumer wants and needs because everything is connected. This flow has a powerful momentum, and moves like the multi-dimensional currents in a powerful river. This force moves forward with, or without, our conscious involvement. We are all connected to it even if we are not aware of our connection. The more we are consciously in sync with what I call “The Life Force,” the faster, more targeted and powerful are our actions. Like an athlete “In The Zone,” we accelerate our performance with grace and ease.

Imagine how difficult life would be if you are not aware of these flows. Many of us are not. It would be like hiking through a wilderness fog without a compass. Even if you knew you needed to go North, you could not tell which way it is. Likewise, we need an “Inner Compass” to navigate within the flows of cause and effect that influence every moment of our lives, a way to understand where we are, and where the flow of history is going. But what is, and what is the practical use of, our inner compass? A story best illustrates.

What Is Your Inner Compass?

When I was working as a leadership consultant to Don Ross, Chairman and CEO of New York Life, during the summer of 1987, many people were coming to me questioning the Chairman’s actions. He had asked the investment department to slowly move all investments out of the stock market into conservative investments. This frustrated his investment team because the stock market was at an all time high and their competitors were using “High Yield Bonds” and stocks to create gains much greater than New York Life’s. They wanted to play in the game, and Don Ross was telling them to step back.

Many came to me, as Don’s coach, to suggest I persuade him of the foolishness of his actions. I explained that I was his leadership coach and had little knowledge of the financial markets, but encouraged them to speak directly to Don. However, no matter how people pleaded, he would not change course. Several key players resigned and went to more “progressive” companies.

In October of 1987, while I was on site at New York Life, the market crashed. It was the biggest crash since the Great Depression. But New York Life had moved most of its investments out of the stock market and had not invested in any “High Yield Bonds,” known later as “Junk Bonds.” Don Ross was now considered a genius. The financial gain was enormous.

A week or so later, I asked Don how he knew to pull all of the company’s investments out of the stock market three months before the October 1987 crash. He said, “I just knew it couldn’t last.” Everyone in his world thought he was wrong, yet he had the wisdom and courage to do what he felt was right.

Knowing the Difference

When I pressed him to tell me more, he went on to explain that, as Chairman and CEO, he was continuously bombarded with “experts” trying to convince him of completely different strategic directions. Each had incredible credentials and a good story, yet each recommended different directions. The only tool he had to make the final decision was his instinct, or intuition. He said, “Whenever I have gone against my intuition, I have regretted it.”

Don Ross explained to me, “The key to wisdom is to know the difference between your wild hopes and fears and common sense, intuition or true wisdom.” They often seem the same, but they are not. There is a distinct difference in the feeling. One comes from the Ego and insecurity, and the other comes from Wisdom. Great leaders learn the difference and, given this knowledge, develop the courage to act quickly. Don had found ways to live in the present like an athlete “In The Zone,” but with an easier more sustainable feeling I call “Integrative Presence,” or at least he was able to find that state of mind when he needed insight. When I met with him over the years, he was often in the state of Integrative Presence. He was warm, yet seemed to be able to see through people. Insightful, yet he moved with grace and ease.

Courage To Act

All the great leaders I have worked with know how to achieve the state of Integrative Presence, even though they may not understand the nature of this state of mind. They have experienced being connected to something that supercharges their own knowledge. They speak reverently about this connection in private, but rarely talk about it to the press. It just seems too outside the norm for stockholders and the public. But knowing and connecting to wisdom through Integrative Presence is essential for leaders in business today. Markets move quickly, often with little warning, and the wise leader can feel the moving currents. At each moment, like a surfer, the conscious leaders are so present they take advantage of trends as they emerge.

Know How It Feels

When I have asked people to describe how they feel when they experience being “In The Zone” or Integrative Presence, they say things like: confident, at peace, exhilarated, powerful, graceful, and present. Some report a slow motion effect as time slows. Kareem Abdul-Jabbar told how the five seconds he had to win the NBA championship with one shot seemed like five minutes. He felt relaxed, as if he had all the time in the world, yet he appeared to move like lightning to the rest of the world–the very definition of Integrative Presence. His creativity, within these few precious seconds, was nothing less than pure genius. He was integrating the skills he had learned over the years, his desire to make the shot, and the flow of the moment.

It Is A Natural State of Mind

As I have experienced and studied athletes in the zone or integrative presence. I have found that this state of mind, though not often reached, is a natural way of living. It seems we have lost touch with true presence overtime. Ironically, the art of getting into this state of mind is letting go of what we think we know. As you let go, this state of mind just takes over. You don’t need to train yourself to experience Integrative Presence, you merely need to “let go.” This state takes over your consciousness and supercharges your performance because it is in our nature to live this way.

Sports create highly charged environments. They are designed to bring out the best in people. But can this state be achieved outside this arena? Certainly, if these states of mind that seem to create super human results can be created in one area of life, they should be able to be created in others. While the environment is particularly right for this kind of performance in sports, it is not beyond or separate from this “real world” we all operate within.

The Present Is The Only Portal To The Future?

You might ask, “If you are in the present, “How do you create the future?” Here is my answer. Imagine the world is a dance floor and the rhythm and flow of the band is “The Life Force,” which infuses everything. The multidimensional flow of the band seems irresistible to some, yet others stand against the wall not knowing how to jump in, and many are not even aware of the dance. They have heard people talk about it, but can’t seem to hear or feel the flow of the music. Those who feel it deeply dance like gods and goddesses in the middle of the floor creating a vortex of energy and motion that draws new dancers into their circle.

The band, which represents “The Life Force,” naturally lures people onto the floor to dance in a rhythm and harmony that seems to come from outside them. Of those out on the floor, many dance out of rhythm most of the time, but have moments of grace. Others have a routine that they have worked out over the years which works for them, but only captures a small part of the rhythm. Some have a routine and experiment momentarily with new movements, but mostly go back to what they know. Those who feel the music deeply dance adding rhythms and counter rhythms and seem to be an extension of “The Life Force” that passes through the band.

Without knowing, many start to follow the waves of energy coming from the leaders and the overall quality of the dance improves. At some point in time, magic occurs. The beauty and energy of the lead dancers is so compelling that the band itself is drawn into the dance creating new rhythms and flows as the Life Force, the band, and the dancers join and create new realities.

Start With The Present Moment

“The Life Force” creates Life and Life influences “The Life Force,” just as the band creates the rhythm and flow and changes, because the lead dancers’ energy becomes part of the rhythm and flow. The only way to create the future is to engage, like the dancers, with the rhythm and flow of the present; and by doing so you become a co-creator. It is not about wishing and hoping as the popular book “The Secret” would suggest. The various rhythms and flows of business markets are subsets of the rhythm and flow of “The Life Force,” which animates everything. Both can be influenced in the manner just described. Great leaders have discovered and mastered this secret.

There Is No Substitute For Practice

The flow of market wants and needs is like the complex themes, harmonies, and rhythms in music. Your team must spend lots of time dancing with those rhythms to know how to influence the flow of the dance. Your team, products and services must dance first with the rhythm and flow of the present, then lead. There is no substitute for this kind of presence in your target market, and like dancing to a good band, or being in “The Zone” in sports, it is a blast! The energies of the market will feed you and your creativity will lead the flow of the market.

Your inner compass lets you know the difference between your thoughts about the flow of cause and effect, and the actual flow. We have to practice to know the difference between the feelings that come from our thoughts and ego and our natural wisdom. Knowing how to access our natural wisdom is the inner compass. Having this compass helps us walk with the wind of “The Life Force” at our backs and in our hearts.

Your Inner Compass & Hiring

According to Dana Borowka, CEO of Lighthouse Consulting Services, LLC (www.lighthouseconsulting.com) and author of new book, Cracking the Business Code, creating a foundation for strong leadership requires the right people. Hiring the right people is key to future growth. If you would like additional information on hiring, please click here to see an article on this subject.

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 Star Kist 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 [email protected].

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

Why Meditation Improves Performance

By Paul David Walker

As business leaders we need to have a clear picture of present reality in order to make effective decisions. Meditation is a practice designed to clear the mind of stress and distortion, and allow you to experience present reality.

Over time our minds become filled with thoughts and beliefs that were placed there both consciously and unconsciously. We have defined experiences and recorded them as beliefs. Thought patterns have developed over the years, some of which are helpful and others are not. We are bombarded with ideas, advertising and images from TV and movies that stick in our memories. These thoughts often circle in our minds causing fear and stress.

All these thoughts and beliefs were filtered by our mood at the time we experienced them. If we are in a good mood, we tend to record a more positive message; if we are in a bad mood, it will be more negative. When we recall this information it is also filtered by our mood at the moment of recall. The bottom line is our mind is full of highly distorted information that is often conflicting.

Meditation helps to clear the mind and leave room in our consciousness to experience the reality of the moment. The flow of cause and effect is highly complex and, in order to be successful business leaders, we need to be able to see present reality with a minimum of filtering from the thoughts and images filling our minds.

When working with teams of engineers, I enjoy asking if anyone has invented a successful time machine. Of course, they always say no. Then I ask, “So you are certain that no one can travel to the past and the future?” They laugh and agree. Therefore, there is no reality outside of the present moment. The future is a speculation, and the past is what we have recorded in our memory or in writing, which is, as I said earlier, highly distorted.

Yet how much of the time do most leaders spend traveling to the past and the future in their mind? I would suggest, too much. The best leaders realize that being able to live in the present moment is the secret to both personal power and strategic advantage. They learn to see through false realities and connect with true reality.

An Example from Sports

After watching Florence Joyner win the hundred meter dash, the TV interviewer showed a super slow motion playback of her run. She was about equal with the field through the middle of the run, and then she leaped out way ahead of the field to win the race. The interviewer played the run again, and just as she put distance between her and the field, the interviewer stopped the tape and pointed to the screen and asked, “What happens right here?” Florence answered, “I just let go.”

She stopped thinking about the race and slipped into what sports coaches call “The Zone” and, of course, her performance accelerated dramatically. She was integrating all her training with the reality of the present. Being able to find your way into “The Zone” is critical for success as an athlete. Some respond to pressure by “clutching” and thereby reducing performance, and others slip into “The Zone.” Michael Jordan was famous for performing better under pressure, as are many successful athletes. As a leader, is this true for you? When the pressure is on, do you call for the ball?

Integrative Presence

Sports coaches realize that if athletes think too much about the past and the future, they will miss the reality of what is happening in the present. The future extends from the present, not from the cognitive frameworks in your mind. Those who can let go of their thoughts will find it easier to integrate their actions with present reality. In business, I call this “Integrative Presence.”

If an athlete can create this state of mind, so can a leader. If these states of mind that seem to create super human results can be created in one area of life, they should be able to be created in others. While the environment is right for this kind of performance in sports, it is not beyond or separate from the business world. The most effective leaders have mastered Integrative Presence.

Integrative Presence unleashes genius in any endeavor. Integrative Presence, as I define it, is collaboration with the natural flow that extends from the present integrated with the knowledge, intention and consciousness of an individual or group. Integrative Presence allows you to integrate all the realities of the moment simultaneously while combining them with your intention. Those who master this will Unleash Genius within themselves, and the people who follow them, to create new realities once unimaginable.

Business is much more complex than sports, but the state of mind that creates Integrative Presence is as important for leaders as it is for athletes. The best leaders are able to achieve this state at will. In a board meeting or when closing an important deal, the best leaders can be in the present while integrating their knowledge and all the events that are happening around them simultaneously.

The truth is anything can cause your conscious mind to let go of comparative thought and find Integrative Presence. It would be impossible to catalog all experiences people have had. What is important is to know the difference between the two states of mind. Meditation is a practice that will help you find your personal road map into this powerful state.

When I have asked people to describe how they feel when they experience “Integrative Presence” they say things like: confident, at peace, exhilarated, powerful, graceful, focused and present. Some report a slow-motion effect. Kareem Abdul-Jabbar told how the five seconds he had to win the NBA championship with one shot seemed like five minutes. He felt relaxed, as if he had all the time in the world, yet he appeared to move like lightning to the rest of the world–the very definition of “Integrative Presence.” His creativity, within these few precious seconds, was nothing less than pure genius. He was integrating the skills he had learned over the years, his desire to make the shot, and the flow of the moment, without interruption from his thoughts.

Most people have experienced this state of mind; the question is what percent of your life is spent in this state. The art of getting into this state of mind is letting go of thoughts and connecting with the flow of events in the moment. Meditation is practice for your mind and body. An athlete must practice their sport, a leader must practice disciplining their mind. Meditation is a time-tested form of practice.

There is no Substitute for Practice

As in sports, there is no substitute for practice. Knowing how to move from “normal thinking” into Integrative Presence comes from practice. Take time to connect with your peak experiences and observe how you transitioned yourself. Find ways to still your mental chatter and connect with the present, and you will become a much more effective leader and a happier person.

Meditation Technique

The following is a simple meditation technique that can help you clear your mind. It will help establish an inner road map to stillness, which allows you to flow with present reality.

1) The Right Environment: Find a quiet place and arrange to have no distractions or interruptions. A special place in your home or a place out in nature. It is especially important in the first stages of meditation to find a special place. It helps you move towards stillness naturally. Over time you will be able to meditate anywhere, at any time, even as you walk through hallways.

2) Sit Comfortably: You want your body to be at ease. Find a chair that is comfortable and sit up straight; be sure not to cross you arms or legs. Sitting up straight in a way that you will not have to move should one of your limbs fall asleep is important.

3) Three Deep Breaths: Take three deep breaths and hold the oxygen in as long as you can on each breath, and let the oxygen out suddenly once you can no longer hold the air.

4) Breathe Normally: Return to your normal breathing pattern. Close your eyes and put your attention on your breathing process. Follow your breath in and then out. Notice the rhythm and depth of each of your breaths. Spend 2-3 minutes just following your breath with your attention.

5) Imagine a Beautiful Place: Imagine yourself in a beautiful place in nature. Choose a favorite spot or create a spot that would be ideal for you. Each time you begin meditating come back to this place. It will serve as an anchor for peace and help you to relax each time. Once you have felt the peace of this place, use it as a background and return your attention to your breathing.

6) Let Go of Thoughts: As thoughts arise in your mind, do not resist them. Practice observing without processing, and then letting go of them. You can imagine them floating up into the sky or being absorbed by nature. As you let go return your attention to your breathing.

7) Deepen Your Breathing: Once you have found your natural rhythm increase the depth of your breathing. Inhale 10-15 percent deeper and exhale 10-15 percent deeper. Play with this deeper rhythm until it becomes natural. Continue to let go of thoughts as they arise.

8) Notice Stillness: Notice that at the moment you fully inhale, just before you exhale, there is a still point. Likewise, after you have fully exhaled, there is the same still point. One, the inhale, is full and the second, the exhale, is empty. Notice the difference.

9) Fall into Stillness: At times when your total focus is on this deeper breathing process, you will notice the stillness inside you. Let your consciousness fall into this stillness. Let go and don’t be afraid; it is your destination. Stay there as long as your ego will allow. It might take a number of sessions before you achieve this, but it is worth the practice and discipline.

10) Open Your Eyes: In about 20-25 minutes gently open your eyes without moving and notice the world around you. Notice your state of mind and journal your experience.

11) Take This State of Mind With You: Practice staying with this state of mind as you get up from your chair and walk, focusing on your breathing as before. Find a rhythm between your steps and your breath. Count how many breaths per step until you find a comfortable pace that is a little deeper than normal. This will help you begin to integrate this state of mind into your daily life.

12) Do Short Meditations: Once you have mastered this practice you will be able to take a few minutes to clear your mind between meetings or even with short pauses during meetings.

Meditation creates the same state of being that Florence Joyner and other athletes achieve when they are in “The Zone.” Your consciousness will deepen and widen and you will be able to perform more effectively. Remember, there is no substitute for practice.

As you continue to meditate, you will find the quality of your thought improving. You will have great ideas and find it easy to solve problems. Creating this space of stillness within you leads to Integrative Presence. Meditation is a powerful tool for those who are creating the future. It helps with idea generation and stress reduction. If you are a leader, you need both to be successful.

For more tips, please click here listen to our teleconference audio link.

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 Star Kist 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 [email protected].

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

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.

Unfortunately 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.

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.
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.
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.
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:

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.
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.
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.

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.
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.
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.
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.
Prepare yourself in advance of any formal meeting by reviewing the information beforehand and focusing on facts and examples of performance, not personal opinions.
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.
For formal reviews, set aside time in a quiet place where the two of you won’t be interrupted.
Involve each team member in their own goal setting process so they are committed to reaching their objectives.
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.
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.

By 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.

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 [email protected] or visit the company website, http://jorgensenhr.com/

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 occasion 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:

What is an area of your interpersonal communication that is not working as well as you would like?
Have you seen this come up before? Give an example.
What would the ideal outcome look like?
What are you doing that is not working?
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 group. 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:

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).
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.
Place yourself and others in positions that take advantage of strengths to ensure success.
Be clear with expectations, listen carefully and paraphrase when something seems to be an obstacle for the person.
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.

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.

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. Today’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 the 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 not 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.

Of 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.

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 [email protected].

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 ensure 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 problematic 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 history 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.

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, [email protected].

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

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