Category: Beyond Leadership

Beyond Leadership is Horizon Point’s line of resources for managers of people. Managing ourselves is a distinct set of behaviors from managers the work of others, and we are here to help. Read stories in this category if you are ready to take the next step into people leadership (or if you’re looking for articles to send someone else…).

  • Leaders Should Be Learners

    Leaders Should Be Learners

    Guest blog written by: Steve Graham

    The Commitment:

    Leaders set the tone for an organization.  They must be agile in their responses to the ever-changing marketplace and business climate.  Leaders are charged with growing organizations, and learning is a part of the growth process.

    Learning can take various shapes within an organization.  It can be organic, formalized, personalized, or on-demand.  Whatever the shape, learning needs to be part of a leader’s commitment to improve both personally and professionally.   One big lesson of learning is how to use failure.  The old saying, “Failure is not an option”, is not realistic.  Even though failure is not a strategic goal and we do not desire to fail, it is always a reality.

    Part of the commitment for leaders to be learners is becoming comfortable with vulnerability.  Leaders do not have all the answers and admitting that with confidence makes the leader authentic.  Leaders must go first! According to Patrick Lencioni, in his book, The Advantage: Why Organizational Health Trumps Everything Else in Business: “The only way for a leader of a team to create a safe environment for his team members to be vulnerable is by stepping up and doing something that feels unsafe and uncomfortable first.”  Being first means becoming comfortable with vulnerability.

    The Example:

    Leaders who value the impact of learning on growth and talent retention drive an organization where learning is part of the organizational DNA.  Those who set the example in their commitment to learning create organizations that are serious about learning.  How a leader uses failure to learn can set a good example for how to use these important lessons for improvement.  In the field of academic medicine, M&M (Morbidity and Mortality) Conferences are used to examine failures and medical errors. These are powerful in learning what went wrong and finding answers to correct problems and improve medical care.  The key objective of a well-run M&M conference is to identify adverse outcomes associated with medical error, to modify behavior and judgment based on previous experiences, and to prevent repetition of errors leading to complications. If Medicine finds value in learning from failures, should more organizations not do the same?  Yes! Leaders who are learners set an example and establish the value of learning within an organization.

    The Investment:

    Learning should never end. It is an investment in time and money.  Many leaders give excuses of why they cannot take time to learn.   Learning should be a priority and not an option.  It is an investment that successful leaders embrace. According to Dr. Brad Staats, Associate Professor of Operations at the University of North Carolina’s Kenan-Flagler School of Business: “Today’s fast-paced, ever-changing, global economy requires us to never stop learning or we risk becoming irrelevant. Savvy leaders recognize this means investing in their own learning journey, so they can develop the processes and behaviors required for ongoing success.”  Dr. Staats recent publication, Never Stop Learning: Stay Relevant, Reinvent Yourself, and Thrive, illustrates the importance of making the lifelong investment of learning.

    The Connection Between Executive Coaching & Learning:

    Coaching is an important part of learning.  It enhances the leader’s ability to be a better active listener.  Listening is a fundamental part of success as a leader.  In his bestselling book, What Got You Here Won’t Get You There, well-known Executive Coach, Marshall Goldsmith states: “80 percent of our success in learning from other people is based on how well we listen.”  Are you hearing more than listening?  Listening takes practice. It is a learned skill that successful leaders focus on to become better.

    Executive coaching is part of sound leadership development.  It can be incorporated to help leaders become more self-aware and learn to be more approachable and authentic in their influence.  Another great resource on how learning makes a better leader is a book titled: Learn Like Leader: Today’s Top Leaders Share Their Learning Journeys.

    When coaching is used with other learning initiatives, it helps develop a deeper purpose for the leader.  Developing the complete leader involves being committed, setting an example, and making an investment in self and others.  Focus on learning as a strategic resource in personal and professional development.

     

    About the Author: 

    Steve Graham serves as vice president for marketing, HR business partner and college instructor. He holds graduate degrees in management and higher education. As a life-long learner, he has additional graduate and professional education in executive and professional coaching, health care administration and strategic human resource management. Steve is also the Founder and President of Valiant Coaching & Talent Development, LLC.

    He is a certified HR professional with The Society for Human Resource Management, certified coach with the International Coach Federation and a Global Career Development Facilitator. His professional memberships include: The Society for Human Resource Management, the American Society for Healthcare Human Resources Administration, Association for Talent Development and International Coach Federation.

  • Dealing With the Disgruntled

    Dealing With the Disgruntled

    I recently received an email from a company (hoping to sell me their services) that included an article on “resignation violence” and told the story of an employee who went in to HR to resign her position and ended up attacking the HR representative.

    Data from the U.S. Bureau of Labor Statistics indicates that while workplace violence by co-workers is relatively low, it is on the rise.

    During my career, there are a few situations that come to mind when I was concerned about going in to a meeting or became concerned during a meeting due to an employee’s response.

    According to OSHA, nearly two million American workers report being the victims of workplace violence annually. Imagine how many instances go unreported each year. Keep in mind that in many of these reports the accused assailant isn’t a co-worker, but visitors, vendors, contractors, and customers.

    The FBI reports that approximately 80% of active shooter events occur in the workplace.

    Workplace violence isn’t always a result of something that occurred in the workplace, often it’s a result of some other event or issue within that individual’s life.

    So how can organizations help to minimize the risk of workplace violence?

    1. Conduct pre-hire checks. This may include contacting employment references, conducting background checks, and requiring drug screens. It could also include searching for a candidate’s social media presence.
    2. Have a well-defined zero-tolerance workplace violence policy. Make sure that your policy outlines what may be considered workplace violence. It’s not just physical violence, it can also be verbal assaults, bullying, visual threats, and more.
    3. Make sure employees know the reporting process. If an employee experiences workplace violence, do they know who to report it to and the process of investigation that will occur as a result? And if an employee files a report, make sure they are taken seriously and investigated promptly.
    4. Provide regular training. All employees should receive annual training on workplace violence. Leadership should understand how to handle complaints, who is responsible for investigating, and what that investigation process looks like. Training should include what to do in the event of an active shooter.
    5. Implement safety precautions. Assess your vulnerabilities. Does your facility have cameras, is a key card required for access, do you regularly do safety walks to make sure outside lighting is in working order, what’s your visitor check in procedure? Once you’ve assessed your weaknesses, determine how you will fix them.
    6. Offer an Employee Assistance Program. I’ve talked about this before. It’s a benefit that I strongly believe in providing to employees. There have been many situations in which I referred employees to the EAP. It is a benefit that can help both those employees who are exhibiting signs of stress or anger that could lead to potential workplace violence as well as the victims of workplace violence.

    Is your organization successfully minimizing the risk of workplace violence?

  • The next activity you need to do with your leaders: What needs to start, stop or stay?

    The next activity you need to do with your leaders: What needs to start, stop or stay?

    “The first responsibility of a leader is to define reality.” Max DePree

    Feedback is a critical to any successful performance management and development process.  With trends in feedback moving leaders towards less formal mechanisms of feedback and away from a formal performance appraisal, we still need to be thinking about how to define the current state of someone’s behavior and performance in order to direct what we want to see.

    And sometimes we can formalize things and still make them feel “casual”.   A way to do this is to have a 1. Start 2. Stop 3.  Stay session.

    To do this:

    1. Get your team together.

    2. Give everyone a sheet of flip chart paper and different colored markers​.

    3. Ask them to write their name on the top of their sheet.

    4. Get each participant to create three columns labeled START, STOP, STAY.

    5. Get everyone to hang their flip chart piece on the wall​.

    6. Ask everyone to walk around the room indicating one behavior or action in each column on everyone’s paper.  Let participants know that if an item is already on the wall that they want to write down, to go ahead and write it down again.   Note:  This requires that everyone in the room know and interact with each other enough to have valid input.  If this isn’t the case, you may want to consider splitting the group up or telling people if they don’t know someone well enough to skip them.

    7. Get everyone to take their notepad down and review it. Prompt people to review in a way that:

    • Identifies patterns or trends. Are people saying the same things?
    • Checks
    • for self-awareness. Are they surprised, not surprised, upset, or glad to see what they are seeing?
    • Leads them to see if there are any clarifying questions they’d like to ask about their feedback. For example, (see a chart for me below done in a group training with a client) one person wrote I needed to start “090” them.  I didn’t know what this meant. Turns out it means to go back to the basics, or the remedial course (not the 100 level course) with them. This was such good feedback because it validated some of the puzzled looks I was getting at times in training when I assumed people knew what I was talking about but they didn’t.  I was thinking their looks meant they disagreed with me, but it meant they didn’t understand.

    8. Wrap up the exercise by asking each participant to commit to start, stop or staying on one thing on their list that they think will help them the most and get them to share what they are committing to with another person in the group for accountability.

     

    I find some people are really hesitant to do this in a group setting.  They think it won’t go over well because either 1.  People won’t be honest or 2.  People will get their feelings hurt and get upset.   Both of which can make the exercise counterproductive.

     However, I’ve actually found the opposite to be the case.  Facilitating this with clients has been one of the most positive efforts in performance development I have witnessed.  It leads to great dialogue and changed behaviors. Try it.  If it bombs, you can blame me.

    If you want a safer route, you can start by doing it one-on-one.   Ask people first for them to make a list of things you need to start, stop and stay.  Then reciprocate by providing them and list and talking one-on-one about it. 

     

    What are your go-to methods for getting and giving great feedback?

  • Leaders, Expect the Unexpected!

    Leaders, Expect the Unexpected!

    “Expect the unexpected.” -Zig Zigler

    During a recent hike on Rainbow Mountain with my three boys and two dogs, I was gently reminded that even when you expect the unexpected, you can be caught off guard.

    Multiple times during our hike when my oldest was leading the way, I reminded him to go slow and watch out for snakes. Then about half way through the hike we stopped to take a break. The boys sat down on a large rock and I sat down about ten feet ahead of them. Almost as soon as I sat down, I heard the leaves beside me rustling and looked over to watch what I’m pretty sure was a copperhead snake slither across the path in front of me.

    Even though I had warned my son multiple times to be on the lookout, I didn’t actually think we’d walk up on a snake while hiking.  And while I am not afraid of snakes (spiders are a different story), it still caught me off guard and I quickly had to assess the situation and decide how to respond, as well as how my boys and dogs would respond if they saw it.

    I quietly told my boys to stand still and as soon as it had slithered far enough away from me into the woods, I slowly stood up and moved to where they were. Together we waited a few minutes so that the snake had time to go on down into the woods and we could safely continue up the path.

    As leaders, we try to expect the unexpected and prepare in advance how to respond. But there are times when regardless of how much we anticipate and prepare, we are still caught off guard. So how can we navigate those situations?

    • Take a deep breath and don’t panic. Stress impacts how we make decisions and often causes us to view the risks and rewards differently than we would otherwise.
    • Assess the situation. As I tell my 12-year-old when he gets upset over something, ask yourself “in the grand scheme of things, how important is this?” What impact will this truly have? What can you do to mitigate it or even turn it into a positive?
    • Seek out help. Don’t be afraid, or embarrassed, to enlist the help of others. We all need to lean on others sometimes. And they may be able to offer a perspective we hadn’t considered.
    • Be flexible. Plans aren’t foolproof. Sometimes they work great, sometimes they work halfway, and sometimes they don’t work at all. That’s okay. Make adjustments where needed, or if necessary, scrap the entire plan and go back to the drawing board.
    • Assess the results. What went well and what could you have done better? What was the impact on your organization?
    • Celebrate your success. Whether it’s a new product or service, a new policy or procedure rollout, or just putting out a fire, take the time to celebrate your success and congratulate yourself and those who helped. For me, it was taking the boys and dogs for ice cream after our hike.

    The next time you find yourself in a situation that catches you off guard, how will you respond?

  • Women in Business Need Male Mentors

    Women in Business Need Male Mentors

    My first professional mentor was a man.  In college, I helped him with his research and he helped me grow as a human being in too many ways to count.  It was no big deal for us to have one-on-one discussions in his office with the door closed.  I never thought anything of it.  I suspect he didn’t either.  Nor were my parents concerned.  They are as grateful to him for the positive influence he had on me as I am.

    This mentor often spoke truth with directness to the situations I was dealing with that I found myself getting too emotional about.  He also commended me when I acted in ways that showed I was capable and confident.  Characteristics a woman is often chided for. This was invaluable.

    My best boss was a man.  He gave me the freedom to run with my ideas and got out of my way when I did so.   It was not uncommon for us to travel in the car to places for work related events, just the two of us.  I never thought anything of it.  I doubt he, his wife, or my husband did either.

    This boss didn’t make me feel like an idiot when I cried in his office to him about something, that in hindsight, was stupid.  Nor did he get condescending when we joked and left a positive pregnancy test on his desk as an April Fool’s joke.  Pregnant I was not then, but a month later I was. Oops.  He was also so proud when both my kids were born and gave me more flexibility than most after the first was born and I was also trying to finish my Masters thesis.  He also spoke truth to my emotion and taught me to ask for forgiveness instead of permission.  He praised me for behavior that is also often uncommon for a woman to demonstrate.

    I’m often at lunch one-on-one with men.   They are typically clients or perspective clients.  I think nothing of asking a man to lunch.  I don’t think anything of asking anyone to lunch, male or female. Mealtime is natural way to build dialogue and relationships.

    But the last time I was in a restaurant with a male client (in my hometown) an acquaintance-friend I know saw me sitting there with him.  She looked away.  When I saw her later on, she asked me who he was and why I was there with him.   It was obvious she thought it was weird.  She seemed to disapprove.  I was confused.

    But in this #metoo world we are living in, if people find it strange for a female to be at lunch with a male that is anyone other than her spouse or possibly father, how can we expect it to be okay for both women and men to feel comfortable in one-on-one situations that often help to build strong business relationships, healthy dialogue and positive results?

    At #SHRM18, Sheryl Sandberg spoke about, among other things, the need for women to have male mentors.   She related this to helping women model behaviors, more often demonstrated in males, that help women achieve business success.  I know my male mentors and colleagues have helped me with this (not to mention my dad and my husband, both of whom have probably had more of an influence on this than my professional male relationships.)

    Sheryl didn’t give a lot of advice on how to make men mentoring women totally acceptable despite the #metoo challenges.

    The one direct thing she said to men fearful of establishing these relationships was, “If you don’t feel comfortable having dinner with a woman, don’t have dinner with a man.  Group meals for everyone.”

    I struggle with this though.  The value I gained from the men in my life who have shaped me almost always came in the form of one-on-one, direct feedback.  This just doesn’t take place in a group settings.

    So, like Sheryl, while I don’t have a lot of direct advice to give on how to help this situation, maybe this quote I just came across by Bob Goff can speak the greatest truth:

     

    I have two lunch meetings on my calendar for this week.  Both are with men.   I won’t be afraid, and I pray that for all the great men out there, the world and the media won’t harden or scare you to the point that you are uncomfortable alone with a woman that you can help become the business person and woman she needs to be.