Horizon Point Consulting

Category: Leadership Development

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 in your own leadership development (or if you’re looking for resources for someone else).

  • 4 Leadership Habits to Schedule

    4 Leadership Habits to Schedule

    During my bout with the flu when my husband was proceeding to tell me about how busy his calendar was, he showed it to me on his phone later.  He actually did this while we were in the emergency room while I was hooked up to an IV that was administering fluids and nausea drugs to me while I waited to be admitted.  Hey, there is only so much you can talk about in the ER.  I was somewhat out of it (go figure) but talking about his schedule for the week reminded me of some good habits we ought to schedule as leaders:

    1. Write one handwritten note to thank someone each week.  His calendar had “write notes” scheduled in a fifteen-minute time block one day a week. I didn’t ask but I know this is a reoccurring “appointment”. I know this means he is to write two notes thanking someone on his team or one of his colleagues at work for a job well done. He started this habit several years ago and has stuck with it.

    Go order a box of fifty personalized notecards and write one a week each week through the year. You’ll know you’ve met your goal if you run out before the end of the year.

    2. Check in with your team regularly in group and one-on-one sessions.  He starts his day off at 6:30 am every morning with a fifteen-minute meeting with one of the departments he manages. It helps them know what happened the previous day and night (he works for a hospital, so they are never closed) and to make sure everyone is on the same page for what needs to be accomplished that day.

    He also had a couple of one-on-one meetings with direct reports on his calendar. These are scheduled monthly in one-hour meetings.  He also had his one-on-one meeting with his boss on his calendar. I like that this is the standard that all leaders follow in the organization. He also had a bi-weekly executive team meeting on his calendar that is also the standard for the organization.

    Schedule time to regularly check in with your people at intervals that make sense for you and your team. I do a monthly lunch with each person on my team, and we have quarterly group meetings. Daily meetings aren’t needed for the type of work we do, but they are needed in short intervals for the work one department my husband manages. Figure out what is right for you and put it on your calendar and stick to it.

    3. Professional Development Time. When I was in the hospital sick, one thing my husband was trying to get out of going to was a training on time management. Granted, he had a valid excuse to not go because I was in the hospital, but all he had to do was walk down the hall to attend and I didn’t need him.  I actually wanted to go listen in more than he did to calibrate the training content he was getting against what we use for time management training content. Nevertheless, he has quarterly two-hour professional development trainings that are incorporated into his calendar.

    Professional development often gets pushed aside in our schedule, but it is necessary for so many reasons and it can be done in so many different ways. We schedule one major conference for professional development for everyone on our team each year and then talk quarterly about “continuous improvement and learning” (one of our company values) goal for each person.  It could be as simple as researching certifications in a field of interest to reading a book to attending some type of formal training or class.  Just like your cadence of meetings with your team, figure out the professional development cadence that works for you and schedule it.

    4. Planning Time. My husband had time blocked off on his calendar to prepare and plan for certain things. A meeting on a Friday, for example, might prompt an hour time block on the Wednesday before to gather materials and prep for that meeting. He is diligent about not walking into anything unprepared.

    I’m not as good as scheduling these prep blocks of time, but I find sitting down on Friday afternoons or Sunday afternoons and plotting out the three main things I need to get done for the week and the other tasks that need to get accomplished is important. The week goes much better when I keep this habit. I put the goals/to-dos on a calendar for the week while looking at what meetings are scheduled. This helps me to mentally block adequate time off to get the important things accomplished. If I’m not best suited to do it or I don’t have time to do it, this is the time that I delegate tasks and schedule time for follow-up with the person I’ve delegated the task/goal to if necessary. We also use a CRM/Project Management system Insightly to help with this.

    Start scheduling time to express gratitude, to lead well, to grow professionally, and to plan – all habits that a leader should have on their calendars. And quite possibly, in that order. If you aren’t doing any of these things now, start with gratitude, then add the next habit once you’ve made gratitude a reflex.

    Where are you lacking in one (or more) of these areas when you look at your calendar? Where are you excelling in scheduling these leadership habits?

  • 2 Keys to Being a Successful Leader Instead of a Doer

    2 Keys to Being a Successful Leader Instead of a Doer

    A production line worker is promoted to line supervisor, yet he is still running the line like the rest of his team.

    A department Vice President is still solving day-to-day issues and is drowning in a to-do list that has nothing to do with leading the people in her department.

    At every level of the leadership hierarchy, I see it often.  Leaders not leading.  Yes, they are busy doing, but they devote little to no time leading people.   And if they just led more, it would actually shorten their to-do list!

    They were stars at their functional roles, so what do they keep doing even when promoted?  The functions that they do well.

    If you are making the transition to a leader of people,  or if you are a part of HR trying to help facilitate successful transitions for people to be good at leading people, here are some things that can help equip you/your team to make the transition successfully:

    1. Engage in/Provide leadership coaching and training. Pave the way to do this before making the transition to leader if possible. This will help equip you with mindsets and insights to practice before being placed in the role. When seeking someone to help you improve your performance, what should you look for? Here are 4 key things to look for in a coach.

    Books: If you are taking the self-directed approach to this, start by picking up some great leadership books.

    Classes: Enroll in a leadership classes that focuses on successful leadership principles and practices.  These come from all types of providers and in all types of formats, costs, and time commitments.   For a large organization, your company’s LMS should have a variety of resources and potentially structured, pre-arranged classes.  For smaller organizations, reach out to peer organizations in your community and see what they would recommend.

    Coaching: Reach out to a leadership coach internally or externally to arrange regularly scheduled coaching through your transition.   For more on vetting a coach, check out this post.

    Mentoring: Seek out someone who is already established as a strong leader of people to meet with regularly. Your natural tendency may be to gravitate towards a mentor that is good at what you are- functional responsibilities. Resist the urge and find a mentor that truly is the best at leading people. We would suggest meeting at least twice a month to begin with and then less frequently as you transition successfully. Read more about mentoring here.

    2. Practice Leadership Habits:  There are certain things that almost, if not all leaders do, and that is spend a substantial portion of their time equipping others to be successful. Your calendar should reflect that you are a leader by how you spend your time.  Habits should include:

    Regular one-on-ones with each person that reports to you:  These should be scheduled meetings that take place at intervals you feel are most appropriate.  I’ve seen some work effectively as infrequently as quarterly and some occurring weekly in order to be effective.  The frequency most often depends on how much development and guidance the person needs from you.  If you are leading effectively, the amount needed should decrease over time. These meetings should be booked in advanced and only cancelled/rescheduled in an emergency.

    Availability to everyone that reports to you:  Meeting the needs of your people should be your first priority (as long as you aren’t equipping them to allow you to be their crutch).   You should pick up the phone when they call or return their call as soon as possible.  You should also be responsive to emails and/or text messages. Going MIA to your reports breeds a feeling of not feeling valued. Be available.

    Be a career agent.

    And finally, read this post about how to move your goods to greats in order to be a leader

  • 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?

  • Culture Eats Strategy for Lunch: 9 Takeaways from Adam Grant at #SHRM18

    Culture Eats Strategy for Lunch: 9 Takeaways from Adam Grant at #SHRM18

    “The work of culture building is never done.  It’s always a work in progress.” – Adam Grant

    People were excited about the concert Tuesday night at #SHRM18, but I was giddy about hearing Adam Grant speak that morning.  The organizational psychology nerd in me was so excited to hear Adam Grant speak, and his comments did not disappoint.

    Top takeaways from his presentation all centered around company culture:

    1. What got you here won’t get you there. Hire for cultural contribution (if you are a big company).  Cultural fit is still important for startups.

    I think most people miss Adam’s overall point in this.  Many simply hear him say don’t hire for cultural fit.  But he cited a study showing start-ups that focused on hiring for cultural fit above other characteristics had a 0% failure rate, surviving for at least 15 years.  Interestingly though, what happens post IPO is that cultural  fit is the worst way to hire.  As a company grows, you need more change and adaptation. Cultural fit doesn’t sit as well.  Instead, look at what is missing from your culture and hire people that can help you fill gaps and adapt.

    2. Not hiring toxic people is more important than hiring good people. Regardless of company size, hire givers, not takers.

    Adam stated that the cost savings of not hiring a selfish employee are more than twice as valuable as hiring a superstar, or the top 1% of people in terms of performance.  In addition, the negative impact of a taker is more than double to triple the positive impact of hiring a giver.

    This is because givers make cultural contribution.  They 1) share their knowledge 2) make connections and 3) create an environment of sharing.  All of which lead to innovation.  Takers sabotage all of this.

    3. Worried about how to screen out toxic people?  Ask one simple question.

    Adam suggested taking anything you are worried about hurting the culture of your organization and asking candidates how common they think it is.   For example, “What percentage of the population do you think is fundamentally selfish?”  Then it is your job to ask them how they came up with that estimate.  If their answer gets back to the fact that they think people are fundamentally selfish, then they are most likely fundamentally selfish.  Steer clear.

    4. Hire disagreeable givers.  

    People who are takers are not the same thing as people who are disagreeable.  You can be agreeable and be a giver or a taker and be disagreeable and be a giver or a taker.  Think four-box grid. Disagreeable givers aren’t afraid to speak up, saying what no one wants to say, which leads to better results. They are more committed advocates for original thinking and are often disagreeing because they are intensely loyal and passionate about the company and the mission.  You need to hear them; they give through challenging.

    For more on this idea, take a look at Adam’s Ted Talk on the subject.

    5. In order for people and companies to thrive, build a culture that welcomes upward challenge.

    When was the last time you questioned or disagreed with your boss?  Do you feel comfortable doing so?  If not, and if you aren’t alone in your organization, most likely your company isn’t capable of remarkable results.  Adam cited Bridgewater,  a company where, “no one has the right to hold a critical opinion without speaking up about it.”   Their website says the culture is one in which, “meaningful relationships are pursued through radical truth and radical transparency.”   One dimension of performance evaluations at Bridegewater is challenging upward.  People are actually rated on whether or not they challenge their boss and their boss’ boss, all the way up the ladder.   The company has consistently outperformed its competition in the market.

    6. Create a negative feedback video.  

    Most people hate to be challenged and hate to receive negative feedback.  But Adam’s talk emphasized that both are necessary for a great culture to thrive. Great leaders seek out both challenge and negative feedback.  He showed a hilarious video of his colleagues all reading negative feedback they received from students.  When employees saw the negative feedback videos there was an 11% increase in a growth mindset.  Creating such a video shows you can take it and opens people up to realize that there is nothing that can’t be voiced.  It is the beginning of a culture where people can speak truth to ideas.

    7. To communicate original ideas, give people a reference with a tune they know.  

    If you have a truly original idea, most likely people lack the schema or reference point to understand it.  If you can relate your idea to another in a different context (for example,  the match.com for companies and job seekers) people are more likely to understand and be open to your idea. “You have to take your unfamiliar idea and make it familiar,” says Adam.  The more you know outside of your organization and your industry, the better you are at making connections to get your ideas adopted.

    8. People who really believe in a mission and are able to contribute in the most meaningful ways are ruthless prioritizers.

    People in this category are able to not pursue a good idea because it isn’t as good as another idea.  What you aren’t working on is often more important than what you are working on.

    9. Crowdsource questions, problems and requests making it easier for people to be givers. It’s imperative to create channels for knowledge sharing.

    This gives people the opportunity to ask for help, especially when they have an unproven idea.  An innovation tournament where problems and requests are presented and people work together on solving them is a good way to put this idea into action.

     

    Adam Grant’s points at #SHRM18 and in any of his other talks or books show what makes him one of the world’s 10 most influential management thinkers and a part of Fortune’s 40 under 40.  His ideas are 1) grounded in research and 2) unconventional. His ideas disprove the status quo with data and science. He’s the type of scientist-practitioner we should all strive to be.

    Originals: How Non-Conformists Move the World

    Give and Take: Why Helping Others Drives Our Success

     

    Like this post? You may also enjoy:

    Consider Culture Contribution When Hiring 

    2017 Book of the Year

     

  • Mental Health in the Workplace… What Can You Do?

    Mental Health in the Workplace… What Can You Do?

    Recently I talked about authenticity during employee hardships. With recent events in the news, including the deaths of Kate Spade and Anthony Bourdain, I wanted to dive deeper into how employers can help employees in need.

    Mental health is an ever-growing concern in our nation. According to the National Alliance on Mental Illness:

    • Approximately 1 in 5 adults (43.5 millions) in the U.S. experience mental illness in a given year.
    • One in 25 of those Americans suffer a serious mental illness in a given year that substantially interferes with or limits one or more major life activities.
    • 9% of adults in the U.S. have had at least one major depressive episode in the past year.
    • 1% of adults in the U.S. experienced an anxiety disorder such as PTSD, OCD, or specific phobias.

    With mental illness so prevalent in our nation, what can employers do to help employees who suffer from mental illness?

    1. Understand, and make sure employees understand, what mental health benefits are covered under your health insurance plan. Going over the benefits coverage annually during open enrollment is a perfect time to educate employees on what is covered. If an employee comes to you, remind them that their insurance includes coverage for mental health services.
    2. If you don’t already have one, consider adding an Employee Assistance Program (EAP) to your benefits package. Employees can contact the EAP confidentially, receive immediate counseling services for work related or personal issues, and if needed, the EAP will assist the employee with finding a mental health professional in their local area. Employers see an increase in productivity, reduced time off, reduced turnover, reduction in work related injuries, and more. It’s a win-win.
    3. Listen. Listen to your employees and take what they say seriously. If you have an employee who comes to you concerned about a co-worker, don’t take their concern lightly. If an employee comes to you to discuss a problem they are having, take the time to sit and really hear what they have to say. Sometimes all that is needed is someone to listen and show compassion. Sometimes more is needed, and that is when #1 and #2 may come in handy.
    4. Understand that sometimes it is bigger than you. There may be cases in which you aren’t equipped to help. I once called the local police and had them conduct a welfare check on an employee who showed signs of extreme mental distress and made an insinuative comment to a coworker one day before leaving work about what he’d do if he had a gun. (I had also provided this employee with information on his mental health coverage and the EAP).

    There are also many programs and resources that employees can access within their communities, as well as online. These include:

    • National Suicide Prevention Lifeline- 1-800-273-TALK (8255)
    • Alabama Department of Mental Health- 1-800-367-0955
    • National Alliance on Mental Health- 1-800-950-NAMI
    • Project Semicolon- projectsemicolon.com

    Remember that mental illness may be covered under the Americans with Disabilities Act. If an employee comes forward with their mental illness and requests accommodations, be sure to follow your organization’s ADA accommodation request procedures. If an employee needs to take leave for a mental illness, be sure to see if they qualify for leave under FMLA.

    For more information on mental health in the workplace, check out the Center for Workplace Mental Health.