Are You Going to Write That Yourself?

It’s the last month of the year, and to everybody, that means a holiday break ahead! It’s a toast to traditions, time with family and a little downtime before we begin 2022.

When we come back for the new year, it will launch with great fanfare around the internal sales conference, commonly known as the SKO. Many companies are back to in-person meetings, and the excitement of being together is already building across the sales team and all the supporting functions. The SKO meeting is back on track!

Tenured employees will bring big expectations to reset on everything they’ve missed in the last two years. New employees will bring anticipation of things they haven’t had over the last two years. And both groups will roll expectation and anticipation together as they settle into their seats eager to hear the vision and direction on what lies ahead.

There’s a small group that carries the burden of delivering on that.

It’s the small band of leaders from sales, product and marketing, who have to deliver on that pent-up expectation. This isn’t the routine, annual conference. This is the reset conference, the opportunity to set retention, commitment and conviction across a sales team that’s had to work a little outside the boundaries. The demand and pressure on their roles has intensified; the support and camaraderie across the team has been a little challenged. So, the stakes are higher, and the ask is bigger. And that’s why we wonder: Are you going to write that yourself?

If you are, then you have an added task to complete before the year wraps up. Your holiday cheer needs to wait until you craft the right storyline this year. The message is different based on what’s happening within a company and the goals defined for sales in 2022. But the pent-up expectations seem to be building in all companies. And that’s why our advice is put in the extra time this year. Aim for more than just telling them what to do. This year needs to be inspirational. It’s a reconnect like no other as you pull the group together.

And while we don’t want to put pressure on a speaker, we are saying you should up your game this year. The timing of these presentations is always tricky. It is the holidays, and leaders deserve a little downtime, too. The virtual component took pressure off as most leaders didn’t stand in front of their teams last year; they read notes from a screen and kicked things off virtually.

The virtual SKO was fine, but it introduced some potential bad habits. Preparation was easier. Leaders thought about their message a week in advance and scribbled notes in a document that they referenced as they delivered the keynote kick-off. We know. We’ve seen the videos, and it’s pretty easy to see who’s scanning a screen. It’s also easy to see the drop in audience engagement. That’s why many groups are back in person this year. And it’s your opportunity and responsibility to step up and deliver on it.

Here are the three steps we use to get a speaker ready.

STEP ONE: Create a Clear & Compelling Storyline.

That’s different than pulling together a group of slides. The storyline has to be anchored by a clear message and the big takeaway of the meeting. You’re painting a picture of what’s ahead and the role the sales group will play in helping the company get there. It has to be clear; it has to be compelling, and you have to get the entire room to want to join the journey.

They’re looking to you to define it. They’re looking to you to communicate it. And this is the year to exceed their expectations.

STEP TWO: Find Your Secret Sauce.

During the pandemic, colleagues have missed colleagues. And they’ve also missed leaders. They want to feel connected to you, and the best way you can do that is to add elements to the storyline to personalize the experience. This year, go beyond what you want them to hear and focus on how you want them to feel. It will take personal experiences and a little storytelling to help them reconnect with you. It’s your secret sauce. And it will make the difference in what gets remembered and repeated once the meeting is over.

STEP THREE: Deliver It Like You Own It.

Let’s be honest. The virtual keynotes have created bad habits. No one works that hard at delivering them. So, you may be a little rusty when you take the stage. The energy and effort from a stage is very different than behind your laptop. And an audience can tell the difference between someone who thought about what they wanted to say, and someone who practiced what they wanted to say.

Practice isn’t practice until you’re up on your feet going through the motions. Practice with intention brings the storyline and the delivery together and helps you shift your focus away from following a string of ideas to engaging every individual in a room.

And maybe that IS a little added pressure. But this year is a little more important. And if you don’t want to write it yourself, we’re here to help. The SW&A team gets leaders ready for these events every year. And with a coaching team behind you, we’ll lead you through the steps above and get your plans set in time for holiday cheer. It’s everything you need to exceed their expectations.

You just have to call us when you need us! 

Want a free 15-minute consultation with us to see how we can help you or your leaders? Book a call now!

2022 Learning & Development Trends

With only eight weeks remaining in 2021, we’re close to launching a new year with new priorities to adjust to new trends. And while 2021 was considered the year of resets, the year ahead promises to be less about realigning and more about accelerating forward in a new way. The uncertainties seem behind us, and learning and development teams have assessed the skill gaps and identified priorities for helping leaders, managers and teams feel confident in their roles.

Communication and influence remain a key need, although the “hybrid” work formats have created a broader interpretation of those needs, from helping people brush up on in-person presentations to imposing a more consistent approach to virtual meetings. And for many people, the greatest need is how to handle the constant shifting between both mediums from one day to the next.

Expectations have reset as promotions, broader roles and expanded responsibilities have created both opportunities as well as gaps in confidence and effectiveness in leading bigger teams and influencing bigger decisions.

And that’s why learning and development teams are looking for new programming and flexible formats. Here are three of the programs SW&A will introduce in 2022 to support the expanded development needs.

 

The Quantum Leap: From Manager to Leader

It’s a quantum leap from managing a team to leading an organization. And one area where it shows up quickly is communication. Most new leaders assume that moving from managing a team to running a division or organization will leverage their existing skillset. But they quickly see that the role is very different and the experiences that they’ve had as managers don’t easily transfer.

Add to the leap an immediacy of high expectations. Leaders aren’t allowed to be “first-time” leaders the way they were allowed to be “first-time” managers. There’s no “on-the-job” training for leaders; you have to show up ready to go.

In the last two years, seasoned leaders have retired at a rate 60% higher than pre-pandemic years. That means more young managers will be promoted into senior roles in the year ahead. And the difference in those who make the leap well will be based, in part, on the support they get to accelerate their own journey and settle confidently into a leadership role.

In 2022, we’ll introduce a custom program that takes a new leader through three elements of impact:

• Step One: The Responsibility of Leaders
• Step Two: The Messages of Leaders
• Step Three: The Presence of Leaders

 

Managing a Hybrid Workforce

For many managers, managing during the pandemic might’ve been the easy part. After the initial chaos of shifting teams and processes to a virtual model, everyone was more or less working in a similar manner.

But now as companies return to work, there are new expectations on managers. Every company is setting guidelines a little differently, but all companies are looking to their managers to interpret those guidelines and set clear expectations for their individual teams.  Hybrid models seem like a great compromise on paper, yet they put more strain on managers. To reset a team, a manager has to become rigorous with process and clearer with communication.

In 2022, we’ll continue our work to give managers an intentional plan for how their teams should work.

The program introduces three steps:

• Step One: Lead the Team
• Step Two: Manage Individuals
• Step Three: Run the Processes

Each step is a combination of discussion and exercises to understand tools, and then we tailor those tools to fit a manager’s team. This provides the opportunity to leverage the thoughts of peers as we consider how the concepts can be adopted by different groups.

 

Stewarding Your Career

Disruption happens every day in most business settings.

Resets are more frequent and often unexpected. And they disrupt employees who aren’t prepared to position themselves for the next opportunity. It’s why talent leaders advise individuals to take ownership for their own career path and development.

Those who thrive in disruption understand two things that will most impact their ability to navigate disruption and reset their careers: they know how to position their brands and they know how to tell their own stories.

We published the book on disruption in 2021, and we’ll introduce the concepts in a new workshop in 2022.

In this program, we help participants take ownership for their career direction and journey by constructing a compelling career narrative. We uncover the stories within a career and coach participants on how to elevate a brand and illustrate their experiences. And we pull the tools together through roleplays designed to coach the positioning of you and your skillset.

 

All programs are set to run as full-day experiences, virtual modules, and even 1:1 coaching engagements.

2022 is going to be an exciting year for leadership development and a crucial one for compelling communication. And at SW&A, we can close the skill gaps and help your leaders and managers feel more confident and effective in the year ahead.

We’re here when you need us!

Want a free 15-minute consultation with us to see how we can help you or your leaders? Book a call now!

The Quantum Leap

It’s happened in companies across the globe.

In the last two years, seasoned leaders retired at a rate 60% higher than the pre-pandemic average. And whether they were pushed out, walked out or took advantage of the crisis at hand, they created gaps in the leadership and knowledge experience in companies.

Those gaps have created opportunities for millennials who are the largest generation in the workforce. The oldest millennials turn 40 this year.  And when you look at the age of people who are in management roles today, it’s split down the middle between leaders who are under 45 and those who are over.

So, it’s fair to say that there’s less tenure in leadership.

And the question is: Are the new leaders ready?

In many ways, yes.  Young leaders bring a new way of thinking, a new way of working and some of the skills that will help companies evolve to the next generation of products and services. But the gap that’s a little trickier to solve for is leadership skills. And as these new leaders settle in, we’re seeing gaps in their experience as well as a lack of awareness about just how different their new role is.

Every new leader says: “It’s more different than I thought it would be.” They assumed that moving from managing a team to running a division or organization would leverage their existing skill set. But they quickly see that the role is very different and the experiences that they’ve had as managers don’t easily transfer.

One area where it shows up quickly is communication.

Leaders communicate differently than managers.  Not because they’ve changed, but because the expectations have. And while previous leaders had an opportunity to experience the shift in expectations as they moved up a corporate ladder, the millennial leaders stepped up fast and the skills just haven’t developed.

How can it be so different? It’s just people talking to people, right?  Well, people are at the root of the difference.

For a new leader, relationships aren’t the same.  When you step up to run an organization of teams versus a single team, you just don’t know people as well. Layers are added, and your ability to see how things are done and trust that things are getting done blurs. You have to work through others in a different way.  You have to let go of details, empower others and trust.  That’s hard. And most new leaders say it’s a significant shift in understanding how you should lead.

For an organization, everything about leadership is communication. Employees want to know where the organization is going; they want to feel inspired and motivated to work toward a destination and an outcome. No more meetings run with notes on a napkin; leaders have to put the time and effort into being effective every time they communicate.

Add to it the immediacy of those expectations. Leaders aren’t allowed to be “first-time” leaders the way they were allowed to be “first-time” managers.  There’s no “on-the-job” training for leaders; you have to show up ready to go.

That’s why the increase in coaching mirrors the increase in retirements.  Giving a new leader the support to develop a stronger toolkit and the guidance to understand expectations makes the difference in those who settle in well or those who find themselves trying to recover from missteps throughout their first year.

It’s a quantum leap to step up to leadership, and there are three broad areas where we guide the transition.

MESSAGING: Managers who are good at inspiring groups are standouts. Leaders who can’t do it…fail fast. Messaging goes from an asset to a requirement overnight. The impact of not doing well is felt quickly, and the most common feedback we hear when a new leader is struggling is the inability to inspire a large group.

We coach leaders on how to build messaging effectively and to think about the big themes as part of an ongoing communication plan and strategy. A leader’s focus on clarity can accelerate work productivity and lift morale quickly. The lack of clarity or direction from a leader can stall organizations and lead to disengagement or attrition. Clear communication becomes one of the most critical skills to understand and master quickly.

PERSONAL BRAND: Many of the millennial leaders are being promoted from within a company. That means that employees are being asked to see a colleague or a former manager differently. It’s not an easy transition, and we work with new leaders to be intentional about how people experience their brand in a bigger role. Interestingly, because they are younger, their resumes alone don’t give instant credibility.  They have to earn respect and they often feel as if they’re trying to prove themselves for several months. While leaders build relationships with their direct reports, they find it hard to influence the broader group that they don’t know well. They need to build internal tools for feedback, insights and a pulse on how the organization is feeling and reacting to their leadership.

CONNECTION: New leaders hear the pressure to shift their skills, but they want to find their own, authentic way to get there. They quickly miss the connection they were used to as a manager and the involvement they had in working side by side with others. They need new ways to connect with people and engage the entire employee base. Employees see them differently, and leaders search for ways to deliver consistently on all the expectations in a way that is both authentic and effective for them. We help leaders find their way to drive engagement across their organizations.

 

It’s a quantum leap from managing a team to leading an organization.  And the difference in those who make the leap well will be based, in part, on the support they get to accelerate their own journey and settle confidently into a leadership role.

Call us when you need us!

Want a free 15-minute consultation with us to see how we can help you or your leaders? Book a call now!

SUPPLY CHAIN IN THE HOT SEAT

Work from home continues to get lauded for efficiencies and innovative approaches. The pandemic years will be remembered for a major shift in how and when we work. But there are also some real pain points, and supply chain is one of the groups dealing with a lot of those challenges.

Lockdowns prevented the flow of goods at every step. We’ve seen every industry impacted by manufacturing shortages. And consumer demand has driven inventory shortages. It’s hard to miss the struggles of supply chain.

Supply chain leaders are managing against an uncharted set of circumstances and external factors that are causing real consequences to businesses. That’s why they’re in the hot seat. Not because they did anything wrong, but because they’re managing one of the biggest pain points felt in companies today. Company Boards and top leaders are pushing for answers and insights on what’s happening. They feel the business disruption and need to know how to resolve it quickly.

So, they create “hot seat” moments for supply chain leaders. Those managers and leaders come prepared to communicate specifics and details of the problem rather than packaging the full picture of what’s happening. In fairness, they’re communicating what they’re asked to share: how to resolve pain points quickly. But it’s a rookie mistake at a senior level within a company. And it’s causing many supply chain communicators to feel caught in the hot seat.

Here’s how it happens. Supply chain leaders are asked to explain the problem and quite literally, that’s what they do. They come into executive-level meetings and communicate where the pain points are. They tell senior leaders what they’re working on to solve the problems, and they share details of steps and timetables to manage expectations.

The communication gap is this: what senior leaders ask for doesn’t translate into what they actually want. They want the full story, not just today’s problem. And when a supply chain manager or leader brings them the details of the problem, senior leaders worry that the leader is too reactive and managing against the problem of the day versus managing toward a broader view of what’s ahead of them.

It’s the difference in someone who is viewed as a strategic thinker versus a tactical thinker, and it all comes down to communication. It’s solvable, and it’s how we coach functional managers and leaders to organize their thoughts from a senior leader’s perspective.

Here’s how we build the broader view:

First, set context.
Before you give the details of your company’s problem, set context for the senior leaders.

Offer perspective on what’s happening and why you believe it’s happening across supply chain processes. Build your credibility as someone who understands the challenge from the factors outside your company to the impact those factors are having within your company. Company leaders and Boards like to hear what’s going on all around them. We call it external perspective, and it’s illustrated through examples of other companies and industries.

Context raises the altitude of a conversation and tells the full story from the beginning rather than just the problem which feels like starting in the middle.  Senior leaders find common ground with a communicator when they understand the full view of what’s happening and why it’s happening. It’s a broader view that makes it easier to see how a manager or leader got to the details of what they’re solving today.

Second, clarify the ideal state.
Senior-level audiences and boards ask for information about where things stand today, but they always contrast it to a snapshot of where the company wants to be tomorrow. Their perspective is that a clear sense of where we want to be leads to good decisions about managing today. While they ask for input on a current situation, they really want a clear picture of getting beyond the problem.

It’s the difference in someone who talks about a moment in time versus someone who can paint a picture over time.

Third, lead to a recommendation.
While every communicator should make recommendations to guide senior leaders’ decisions, they should also position options that show well-thought-out choices for decision making and compromise. Clearly define the way you think things should run. Then, explain the choices and options that senior leaders have to get there. This is where they consider resources, technology and all factors that can be managed to get to a modification of the recommendation.

Options are often based on moving slowly or quickly, comparing least disruption to greatest disruption, or considering lowest impact to highest impact. Three is the magic number when highlighting options that lead to a final recommendation. And because options are presented, it validates the communicator’s considerations and gives a senior leadership team some room to negotiate the best step.

Fourth, define the big steps.
Even with a strong storyline, every manager or leader wants to show the full range of steps and details behind actionable items. Organize the specific steps into broader steps. Keep the actions to three or four big concepts framed in a way that makes it easy to see there is detail below it. When you show a senior team 20 steps, they get into the weeds with you and analyze each and every step. That’s how conversations get off track, and it’s difficult to get them back on track.

Company challenges create visibility moments for individuals. And with the pressure on supply chain today, those moments are quickly becoming career-defining. Some managers and leaders will leverage those moments to illustrate their ability to think and communicate strategically. Others may miss the opportunity by focusing too much on the details of today and not offering a broader picture of what’s ahead.

It all comes down to communication. And with a little help on senior-level communications, you can turn your hot seat moment into a career-defining opportunity.

Call us when you need us!

Want a free 15-minute consultation with us to see how we can help you or your leaders? Book a call now!

Can I Get Back to You On That?

Jeff is leading a strategy discussion about a new product that his team hopes to roll out in 2022. His team has invested a lot of time and effort to get product capability and customer needs aligned. It’s been an 18-month journey, and it culminates today in this meeting around this ask of the executive team. He feels the pressure of representing the team and getting a green light to move ahead.

Ten minutes into the presentation, he feels confident. He has a compelling storyline, and he sees heads nodding as he connects the opportunity and describes the market gap for his listeners.

And then the Head of the Western Region jumps in and asks:

“How do you see this product performing in 2023 when we accelerate our global growth strategy?”

Jeff can feel the rush of adrenaline, and his flushed cheeks, and he realizes that he has no idea how this product would perform on a global scale. His team and his effort have been so focused on driving 2022 revenue in the US market that the road ahead of that wasn’t even considered. He’s caught off-guard and tries to recover with “Can I get back to you on that?”

Every executive-level conversation is different, but they all involve questions and answers. It’s the most dynamic part of the conversation and the hardest part to prepare for. Some say the virtual setting has made it worse because communicators can’t read body language on leaders or anticipate the emotion and reaction behind the questions.

Like Jeff’s experience, many communicators feel that the effort in the storyline gets forgotten if the Q&A doesn’t deliver the right responses. It’s not quite that cut and dry, but handling questions effectively is an “in the moment” skill to develop.

It helps to understand both perspectives in a Q&A discussion.

The communicator feels like they’re in the “hot seat” when questions are fired their way. They feel pressure to get answers right, and they worry about giving the response they think leaders want to hear. As a result, they tend to overload a response which makes their answer hard to follow.

Leaders don’t view Q&A as a test. In fact, some of the questions they ask don’t have clear answers. Their interest in Q&A is all about connecting ideas. Their role is to think about a topic more broadly to see how it impacts other initiatives. As a result, their questions aren’t easy because they leave out context that helps a communicator understand why the question was asked.

Communicators would feel less pressure if they understood more about the leaders’ intent. Leaders could clarify their intent with more context around their questions. So, there’s room to improve on both sides, but the pressure to improve Q&A falls heavily on the communicator.

There are three things a communicator can do to improve the outcome of Q&A:

Anticipate the questions. Not from your perspective, but from the leaders. More than 75% of questions are predictable. You just have to learn to think from the leader’s perspective. What are the priorities across the company? What are they talking about in town halls and quarterly meetings? If you think through how your topic connects to their priorities instead of waiting for questions that stretch the conversation, you’ll feel prepared for what they’re likely to ask to broaden the topic.

Adjust the questions. All communicators jump in to answer whatever they’re asked. But the better practice is listening to the question and resetting the scope of the question, when needed. Because if the first question seems a little vague, the follow-up question is guaranteed to make the communicator uncomfortable.

Consider Jeff’s question above. He could “guess” at an answer and say:

“I think the product will continue to do well into 2023 and will support our global expansion plan.”

The leader will come back with:

“How much revenue can you commit to the plan and how will we adjust the product to global requirements?”

Now Jeff is out on a limb, and his lack of knowledge is going to feel more exposed. He’s in danger of saying the wrong thing and misleading a leader. His better option is to adjust the question. It’s too broad for what he’s comfortable owning about the new product.

His adjustment would be:

“I can’t speak to a global impact or two years out in 2023. But I can tell you what we’re projecting for the US in 2022 and the momentum we expect to have at the start of 2023.”

Answer in a single sentence. In an attempt to answer with confidence, most communicators start talking while they’re forming an answer. Their plan is to talk their way to an answer. The problem is they ramble a good bit along the way. The leader gets lost in the rambling details and feels as if there wasn’t a definitive response. The best way to answer a question is with a clear, single sentence and then provide the context to support it.

And if you don’t know the answer? “Can I get back to you on that?” Yes, you can always get back to them. But get back quickly. Within the same day, when they’re asking for a missing data point or number you referenced but can’t recall. Within 48 hours, when they’re asking a more complex question like the comparison to a different product or historical data that supports trends. And if you can’t get the answer that quickly, be sure you manage expectations of when you will have it.

And what about the question that’s out of your sweet spot like Jeff’s was? As the meeting wraps up, ask the leader if they want you to expand your topic to include it. In many cases, they don’t want to go further with the question or they don’t mean to add it to your plate. They’re simply bringing their perspective and forward-thinking into the conversation.

Handling questions is a critical communication skill, and coaching all aspects of executive-level presentations is our sweet spot. And we can help you and your team strengthen the skills it takes to manage questions.

As always…… call us when you need us!

Want a free 15-minute consultation with us to see how we can help you or your leaders? Book a call now!

Accelerated Leadership & Unexpected Risks

One behind-the-scenes consequence of the pandemic was the number of seasoned leaders who left the corporate world. Whether they were surprised by it with layoffs, guided toward it with early retirement or chose it of their own volition, the departure of seasoned leaders created a wide gap and broad opportunities for new leaders to step up.

It has brought new energy and fresh ideas to the leadership table…as well as some unexpected risks. In most companies, it was an intentional choice and an understood risk to pull forward less experienced leaders. And what we’re now seeing that companies didn’t consider was that the lack of experience could lead to a lack of confidence, which is paralyzing to a leader.

Here’s an example of the conversation that we’ve had with hundreds of these new leaders:

“In the last year, I moved up two levels and now run a region for our company. It has been an incredible opportunity for me and one that I didn’t expect to get for another five years. I’ve settled in with the five teams that now report to me, and we have begun to build a new way of working together. It was going smoothly until I dealt with a manufacturing delay. It happened a week before our senior leadership meeting where I planned to talk about the delay and ask for ideas for solving it. And that was a rookie mistake!

In less than five minutes, it was clear this was not the place to talk through “my” issue. The manufacturing delay, while not my fault, was my responsibility and no one in that room wanted to solve it with me. I felt foolish for bringing it up and embarrassed that I didn’t know how to resolve it.

And that’s when I realized the difference between me and the peers in the room was experience. I lost my confidence in that first meeting, and I’ve been trying to get it back ever since.”

For many leaders, confidence comes with experience. Every situation isn’t the same, but years of experience builds a repertoire of managing conflicts and bringing enough gravitas to discussions to drive toward a resolution. That isn’t easy if your repertoire is a few specific experiences vs. years of on-the-job training.

And it’s magnified by two other dynamics:

First, many corporate cultures feel “training” ends when someone reaches a director level. So, new leaders aren’t likely to feel comfortable seeking traditional training to strengthen their skills. And in many companies, it doesn’t even exist at the right level with the right focus.

Second, when these leaders were managers, they talked openly about uncertainty with their teams. They got kudos for being open and authentic. That has risks for a leader. It’s one thing for employees to know a  manager isn’t sure; it’s a very different feeling for employees when they know a leader is unsure.

And that’s why new leaders, and the leadership development teams who support them, are looking for new ways to strengthen personal confidence and expand executive learning.

There is an accelerated way to build confidence, but it requires a new leader to have good resources and make good choices in five key areas.

Here’s how we guide a new leader through the choices:

Reset Your Own Expectations – It may seem contrite, but many new leaders think about their roles as the next step beyond a seasoned manager.  It’s not. It’s a big leap.  When we engage with a leader, a common question is “Why does communication matter so much now? I’ve always had pretty good success influencing groups to date.” Well, expectations go up overnight. “Pretty good “ on a manager is “not good enough” on a leader.

Brand Your Superpower – While you may not have the experience of your peers, you do bring new thinking to a leadership team. Make sure this shows up quickly among your new peer group. Leaders are rarely subject matter experts. Instead, they bring a superpower that most companies are counting on to accelerate results and find new opportunities.

Build a Feedback Loop – As a new leader, you need to know your blind spots, and you need real-time insight on where you aren’t having impact.  No one is going to tell you. It’s risky to give a leader feedback, and even if you get honest input from a few, you’re relying on them to represent the perspective of a large group. Add a feedback loop into the communication process you put in place. Make it easy and safe for employees to provide feedback and reaction.

Know Your Skill Gaps – As I mentioned, you may not “learn” what you need to know in the traditional training format. That’s OK; you can find other ways and resources to continue to build out your skill set. But recognize that you need to continue to build it out. We help new leaders build a development plan that includes a blend of training for specific tools and 1:1 coaching for personal guidance.

Create a Support System – While it gets harder to ask for “help” internally, you can find a lot of support among peers in similar functions outside your company. Whether you get to a peer group through an industry cohort or you build your own cohort less formally, there are peers who are also settling into accelerated careers. A good sounding board and shared experiences builds trust and support quickly.

The concept of accelerating leaders has brought some unexpected gaps within organizations. But the gaps don’t have to widen. In fact, the steps above can narrow the gap quickly. There is unlimited opportunity for today’s new leaders; they just need a little help jumping in with momentum. Today’s leaders will gain experience in new and different ways, and it’s a topic we’re passionate about.

If you’re a new leader or you’re trying to help a group of new leaders build confidence, we’d like to share more about our approach.

Call us when you need us!

Want a free 15-minute consultation with us to see how we can help you or your leaders? Book a call now!

The Virtual Manager

While 2020 wasn’t the year any of us expected, 2021 shows great potential to deliver on many anticipated resets. And we’re ready! Ready to move beyond the pandemic, ready to reset company goals, and ready to feel energized for the year ahead.

Companies are talking to employees, industry experts and business partners to get a sense of what those resets will be. One that is generating a lot of discussion is the work from home setting. Early survey results show more than 90% of employees like this new setting for work…and they want to reset on where they work and how they work. While some companies may continue to work fully virtually, most will reset a new normal that isn’t fully back to where we were in 2019 and won’t fully continue as we are today.

But what will continue is a new role: the virtual manager.

When teams began working from home, we coached managers as boundaries around their role became very blurred and unstructured. Overnight, they were managing around and through personal dynamics.  And they had to learn how to track work dynamics, personal dynamics and emotional distress over a virtual platform.

We wrote about the big shifts (It’s Getting Personal , March 2020). And we quickly saw that most managers were hesitant with them, some managers were tentative about them, and by the end of the year, all managers adjusted to them.

Managers were coached quickly to lead with empathy and understanding in 2020. Now, the expectations of a manager have reset again in 2021, and managers are still learning to manage virtual Productivity, virtual Connectivity and virtual Collaborability.

Here’s why:

Productivity

While managers still have empathy for dynamics surrounding a work from home setting, there has been a reset on expectations. Many employees worked very consistently through the pandemic; others were more sporadic. The result is managers who are trying to figure out how to allow for flexibility while adding more structure and pressure to deadlines and deliverables.

It means they have to be focused on how they set expectations and clear in how they communicate those expectations. And they will have to balance the pressure that one person’s flexibility puts on another person’s deadline. They will manage some people who come in the office and others who remain at home. They will feel more pressure on their own schedule as they try to adjust to everyone else’s.

We’re helping managers with meeting agendas, difficult conversations and a more structured plan for updates. Everyone is still learning.

Connectivity

Managers worked hard throughout 2020 to connect with virtual employees. It almost doubled the amount of time it takes on their calendars. Most say they never really tracked the hallway chats or drive-by conversations in the office. But they’ve learned to track touchpoints now so that they can balance how often they check in and who they’re checking in with.

The frequency of meetings and checkpoints added some efficiency, but it also diluted some connectivity.  It’s hard to force connection at 10am on Tuesday if your employee is distracted or a little less open at that time. Most managers have tried virtual social time. Some ideas work, and some don’t. There are multiple learnings and adjustments around what employees enjoy and what feels forced.

And for managers, some of this felt critical as companies wanted to stay in touch through uncertainty.  But productivity and expectations are no longer uncertain. 2021 has been reset. So, what will be enough and what will be too much connection? It will be a blended approach in 2021. And most managers hope that some of the in-person and easier 1:1 connection will return.

We’re helping managers manage their time and their priorities. We’re helping them facilitate an open and candid conversation virtually. But everyone is still learning.

Collaborability

This may be the weakest link for the virtual manager. In addition to keeping individuals connected and productive, a good manager takes responsibility for getting the whole team to high productivity. And every manager says it’s harder to do. They can run efficient meetings and report outs, but they miss the group’s ability to really collaborate together. They need the spontaneous thoughts that come when team members talk often and huddle informally around the more complex opportunities.

There are lots of tools, but teams haven’t settled in easily with many of them. In many cases, the challenge is time. To make virtual work productive, managers and employees became very focused on efficiency. And while you can set aside 30 minutes to get a team up to speed, you can’t force out of the box thinking into a short meeting. When you try to replicate a longer whiteboard session, you hit Zoom fatigue with participants.

We’re helping managers’ rethink the format that they can’t replicate. We’re leveraging ways to create small discussions in large groups and prework before brain work.

And…everyone is still learning.

 

It’s a dynamic and evolving skill, and our coaching is evolving right with it. We see commonalities in challenges and different approaches to good practices. And once companies commit to their virtual work strategy, we’ll know how expanded a future manager’s skills need to be. For now, we’ve created a format that combines real-time coaching with small group discussion. Our Virtual Manager coaching circles run for six weeks and support real-time issues with tangible tools and solutions. It allows a manager to learn fast from shared group experiences. It drives discussion, camaraderie….and a little fun!

If you’d like a little support during the 2021 resets, reserve your spot in your Virtual Manager cohort here.

And as always, we’re here when you need us!

Meetings Going Nowhere

Has it really been eight months since we shifted to a different way of working?  Somehow…it has!   In fact, it’s been long enough that email tags have shifted from “working from home” to “back at work,” “in and out of the office” and “still at home.”

We’ve talked to people through the different iterations of virtual work, and some interesting trends have emerged around how people work and communicate with each other.

In March, the early response we heard was: “This really works!” “This is great.” “We got this.” “We’re much more effective than we thought we would be.”

At the time, we assumed virtual work was going well because people knew the work they needed to do.  Big initiatives were already in place for 2020.  Most people were in a phase of execution, and once home, they focused on the things they had to do.

Fast forward six months, and the insights have shifted significantly.  Now we hear:

• “This is really hard to do.”
• “It’s impossible to get the input you need.”
• “I feel like I’m missing direction.”
• “I’m so sick of working alone.”

People hear about others going back to work and seem envious. They say they want to go back to the office.  I think they really want to go back to working with each other. Because one consistent theme we’re heard all along is: virtual communication is harder.

People say:

• “There’s just no response when you lead a meeting.”
• “I can’t get people to participate.”
• “It takes twice as long to get a decision.”
• “I’m always misunderstood.”

And it’s why we’ve dubbed this a trend: meetings going nowhere.

Virtual meetings aren’t as effective as they need to be.  In fact, they seem a little chaotic when you ask people what’s going wrong.

• “There are too many people talking.”
• “Agendas aren’t clear.”
• “No one seems sure what the point of the meeting is.”
• “There are too many people in the meeting.”
• “No one seems to be in charge.”

A virtual meeting is different than an in-person meeting.  It can be run effectively, but it takes a lot more work to get it organized.  And even though it’s been eight months, few people have built a skill set for leading virtual meetings well. They’re relying on skills they’ve used for years, and from a listener’s perspective, they don’t translate well.

Here’s the root cause: while the “work from home” setting made everything about communication feel more impromptu and casual, it’s actually the opposite. An effective virtual meeting requires more structure to keep a group focused and on task. The discussion itself may be informal, but it takes work to get a group involved.

 

Here are a few of the differences that we’re helping managers and leaders consider.

BRAINSTORMING SESSIONS:

This is the hardest format to transfer to a virtual setting.  Hard to believe, because most people love these meetings! They start with a few concepts and quickly build to some great ideas.  It’s the strength of an in-person discussion, and it works because people are 100% focused on being in the room, and they build off of energy and enthusiasm of others. People are very visible, and they work hard to contribute. In fact, they feel a little pressure to show up well.

Virtually, it’s much harder to build on ideas and attach to someone else’s energy. Instead, we tend to stay wedded to our own thought and we just reinforce it when we have an opportunity to speak. And reflection time is dead time in a virtual meeting. If you tell a group to take 10 minutes to write down their thoughts, they’re more likely to take ten minutes and get a snack.

A virtual discussion has to have guardrails and direction to be productive. A virtual group does better with choices of concepts and focused work on supporting a recommendation for a choice versus trying to come up with the broader concepts.

We learned this ourselves as we transitioned to virtual workshops. We gave groups one of  our standard exercises and quickly saw they did very little with it. When we modified the scope of the exercise to making a choice between options, they were able to collaborate better. They needed defined roles and specific instructions of what to do. Their input was very good, but they got there differently.

The same may be true of your discussion sessions.

PREWORK AND ASSIGNMENTS: 

Do more of this for virtual meetings. Everyone seems exhausted and overworked, but people miss connection. And it will simplify your discussion if you have people work together prior to the meeting instead of in the meeting.

Plan ahead and assign partners to discuss prework together. It’s a benefit from both perspectives. This makes the large meeting discussion easier on the leader because you have reduced the input by half. And, it ensures everyone feels heard because they shared perspective with a partner prior to the larger meeting.

TEMPLATES & AGENDAS: 

It’s the routine meetings that people dislike the most. The feedback is lack of structure, lack of direction and just no real takeaways. If you’re leading standing meetings, you owe it to a group to improve the takeaways.

Meetings have become more transactional in a virtual setting, but people still want to feel as if their attendance mattered.  It takes more formality and structure to help it run well.

Our rule of thumb is cover less. Simplicity over complexity. These virtual meetings are a hybrid of conference calls and in-person meetings. There’s still a lot of clunkiness in how we experience each other online. So, keep it simple.

Agree on a flow of an agenda and stick to it in every meeting. A consistent structure makes it easier to follow a meeting and easier to hear what’s being said. Agree on how to participate. It’s like learning a new game. Give everybody the rules, and they’ll get a little better each time you hold a meeting.

CAMERAS ON:

Companies may have sent the wrong message about the video early on. It was with the best of intentions because they knew that people were dealing with a lot in their homes. But the camera is a signal of focus. It says, “I’m here and focused on this conversation.”

No camera or darkness around someone’s name, says the person isn’t fully there.

And it changes the very essence of communication: Connection. No matter what your role is in a meeting, turn the video on and be fully there as a communicator.

 

We aren’t as chaotic as we were eight months ago. We’re working differently and we’ve learned a lot from our experiences. If your company is headed into another six months or more of virtual meetings, then learning to lead a meeting that’s going somewhere will be an important skill in 2021.

If you’d like a little help resetting your annual planning session or your team’s routine  meetings, we can help you transition to an effective virtual model.

Call us when you need us.

The Spirited Leader – Passion vs Intensity

The last six months have been different, and the next six months may continue the trend. And our response to that is beginning to show up in language and communication.

We’ve said a lot about blurred lines between workspace and personal space, worktime and down time. But we’re also hearing some blurred lines between appropriate and inappropriate language and experiences.

Most of us are stressed with uncertainty and have felt a little frayed along the way. It’s a very confusing picture when some companies and individuals are overworked, and some are out of work. Some managers are pushing to make quotas and others are pushing to deliver products and services faster than they ever have before. And both extremes seem to bring out bad behavior.

Here’s what we hear:

“He just snapped on our sales call. He yelled at me and called me an idiot who would be lucky to still have a job on Monday.”

“She glared at me and told me I was the dumbest product manager she’d ever had to work with. She just didn’t think she could put up with me through the conversion.”

 “He called me out in front of all my peers.  He said his ten-year-old could have done a better job than me. And I was so upset that I burst into tears on the call. Then, I was mortified.”

 

And while the tense times may bring out the worst in some, the spirited leader wasn’t born out of the pandemic. And the language above isn’t passion; it’s intensity. It’s lashing out with the intent to make someone feel badly. And it’s wrong.

If you’ve been on the receiving end of intensity, you know how it makes you feel. We’ve all had our feelings hurt by a personal friend who’s a little too honest or a little too direct. But, when your boss takes a shot, it’s different. It’s someone in a position of power and influence who makes you feel belittled.

We meet a lot of leaders who are intense. And we sometimes meet leaders who need a little help recovering from outbursts similar to those above. In most cases, I don’t think they mean to belittle anyone.

Their roles are stressful. If an employee feels pressure, you can assume the pressure only intensifies when you talk to their manager or the manager’s boss. That’s not an excuse, but it is an explanation for what happens.

The spirited leader is someone who blends thoughts with emotions and expresses them in a tangled outburst. For a moment, emotion gets the better of them and they say things they shouldn’t say.

Through coaching, we can help someone recognize that emotion and thought have been smashed together. As a leader, you have to be intentional about what you say. And sometimes, you have to be careful about revealing how you feel. It doesn’t mean that you won’t have emotional reactions to people or situations. You are a spirited leader, and that spirit or passion may have gotten you where you are today.

But you can’t release that on someone else. You have to stay intentional about what you mean to say, and you have to own how you make someone else feel based on what you say. By separating your emotion from your thought, you can talk through what you’re thinking without always sharing what you’re feeling. You can also share what you’re feeling and then put it aside before you share the thought of what you want an employee to do.

Here are coaching thoughts for the leaders who shared the emotions above:

“He just snapped on our sales call. He yelled at me and called me an idiot who would be  lucky to still have a job on Monday.”

“John, I’m very frustrated right now, and I don’t want that frustration to be the only thing you hear.  So, let me put that aside and tell you this. (Breathe!) You aren’t delivering on our agreed upon expectations.  You had three things to accomplish this week, and they have not been accomplished. So, you need to figure out how to get out of a rut in order to stay in your role.”

“She glared at me and told me I was the dumbest product manager she’d ever had to work with. She just didn’t think she could put up with me through the conversion.”

(Breathe and exhale as you relax your face. Don’t send emotion forward through nonverbals.)

“I am feeling very defeated by our mistakes on this conversion. And I’m not sure how to improve things. Do you have better insight on why we’re struggling to work well together?”

“He called me out in front of all my peers.  He said his ten-year-old could have done a better job than me.  And I was so upset that I burst into tears on the call. Then, I was mortified.”

It doesn’t take a spirited leader to get this one wrong. Good leaders give positive feedback in front of a peer group and give constructive feedback only one on one.

We have blended workspace and personal space and work time with down time. But intensity has to stay out of the work conversations. In personal relationships, unleased emotion may hurt someone’s feelings. In a work relationship, it could cost you your job.

If you’re a spirited leader, try the concept above. Recognize what’s happening and manage through it by talking about emotions and thoughts separately. And if you work for a spirited leader, see if you can get this newsletter in front of them.

Maybe they’ll call us when they need us.

How to Talk About Yourself

We all do it. We’re asked to step into the limelight from time to time. Most times we’re asked to give presentations on topics we know a lot about. Sometimes we’re asked to give speeches on topics we’ve led or direction we’ve set. But eventually, the journey for all communicators leads to the hardest topic of all: ourselves.

Nobody wants to give this speech. Everybody shies away from this topic. I think it’s because this is the topic we fear will disappoint a group or not live up to assumptions or expectations. And if you don’t consider your career path an incredible journey, you assume it isn’t worth telling. If your experiences can’t fill a best-selling novel, you assume we don’t want to hear them.

But that isn’t so. Everyone has a story or two within them. Talking about yourself helps people get to know you and trust you. Your stories make you real. They also make you vulnerable.

And that’s another reason people don’t like to talk about themselves. Career journeys aren’t limited to successes. In fact, most journeys have more challenges than successes. They’re crooked paths with dead ends, roadblocks and even a few falls. But that’s what we love about them. The career journey helps us relate to someone and potentially see a glimpse of what we have in common.

So, why is it hard? Because many people worry that sharing more about where you’re from, what you’ve tried and where you’ve failed may not justify the success you have now. It may not add up to the spot you’re in today. It doesn’t matter. It’s your journey, and you are where you are for good reason. What does matter is that you understand how to tell your story in a way that’s interesting to others.

And that’s where most people struggle. They don’t know how to tell their stories.

Case in point:

A few years ago, I was giving a keynote at a conference and was scheduled to follow a well-known business founder. I was intrigued to meet him and actually wondered how I would get a group to shift to my topic after his story. I shouldn’t have worried. Unfortunately, he bombed telling his own story.

Here’s why.

He told his career journey in terms of the big things he had accomplished. And he had accomplished a lot. But instead of talking about the challenges that led to accomplishments, he focused on his heroics. For thirty minutes, he went through step after step of building a very successful business. And not once, did he relate anything he said to the people sitting in the ballroom.  It felt like a canned speech, and it sounded like a homage to a hero.

The reason to share your story is to make it relatable to a listener. The people sitting in his audience didn’t relate to him as a successful founder or entrepreneur. And I kept thinking that within his glory, there must have been some failures or a few stumbles that they could relate to.

This is the core element of storytelling. The connection with the listener isn’t through great outcomes or success. It’s always with the challenge or the unexpected curve.

And that’s part of why it’s hard to tell your own story. You’re focused much more on the successes. That’s what you want the group to know.  It’s “How I Did This” or “How I Built This.” But the points of connection are always the struggles. It’s the little steps that make you human and vulnerable.

It’s hard to map it out because you lived it and you don’t always see it.  It’s less a chronology of everything you did; only your Mother cares about that. It’s more the cumulative learnings that shape who you’ve become and the stories you use to bring those learnings to life.

We’ve helped many managers and leaders tell their stories through a three-step process.

Here’s how we do it:

First, we map the journey.

We want to know what you’ve done and where you’ve been. We start from the early days and track every step leading to your current role. Sometimes we do this on a map; sometimes we do this on a timeline. We build the full picture so we can see the highlights and low-lights in perspective.

Second, we interview you to get more details about your journey.

We dig deeper to understand the experiences that seemed to matter the most. It’s never the same. But there are often patterns that help us color in the experiences that have shaped you. We call those your key learnings, and we sometimes identify them as the traits of your leadership.

And finally, we take those experiences and we bring them to life with specific stories.

Every journey has stories, but not all stories are worth sharing. Many communicators make the mistake of trying to tell too many. We focus on helping you get to three or four stories that will intrigue a listener. And we help you tell those stories really well.

When it’s complete, it’s no longer the dreaded career speech. It’s your story told in a manner that adds interest and meaning for listeners. It has highs and lows that engage a group and make you seem more “normal” than they might have assumed. And that’s pretty inspiring to any group.

So, when you’re asked to talk about yourself, let us help you do it. We’ll find those stories within you that can paint a picture of who you are and where you’ve been. And, I think you’ll find it more fun than you might have imagined.

We’re here when you need us!