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…).

  • 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?

  • Have an Employee Bored as a Gourd? Not an ideal employment state!

    Have an Employee Bored as a Gourd? Not an ideal employment state!

    What’s one thing that is extremely detrimental to both employers and employees? Boredom at work!
    I once worked with an adult client wanting to make a career change.  She was an extremely talented individual, and in talking with her about her then current employer she says she felt like she was just a “warm body”.  One of the main reasons she wanted a change was because she was bored as a gourd at work!  She worked for a government contractor (a waste of taxpayer money as she sat there bored) and none of her talents and skills were being utilized in that role.
    Also consider a quote from a book, Tribes by Seth Godin:
    “Consider the receptionist at a publishing company I visited a week later. There she was, doing nothing. Sitting at a desk, minding her own business, bored out of her skull. She acknowledged that the front office is very slow and that she just sits there, reading romance novels and waiting. And she’s been doing it for two years.” 
    Two thoughts come to mind on boredom at work:
    1. What a waste of money! As a leader, why would you pay people to be bored?
    2. What a waste of talent!  This may even be more of a shame.  Leaders should be making more leaders, and leadership isn’t cultivated through boredom.

    What if you are an employee and bored?

    Two courses of action exist:

    1.  Change your work environment. You may want to check out these two posts to discover if there is a better fit for you in the workplace:
    2.  Proactively ask for challenging or varied tasks.  Does your boss seem overloaded and stressed, but you are reading your romance novel?  Simply ask him/her if there is something you can help with.   If they don’t volunteer anything (why they aren’t volunteering, is again, a topic for another day) pay attention to what they are spending time on and see if you can help them without being asked.  Prove your worth and your talents by proactively getting things done without being asked to do so.

  • Is Your Training Program Legendary or Lackluster?

    Is Your Training Program Legendary or Lackluster?

    “An investment in knowledge pays the best interest.” – Benjamin Franklin

    As I discussed in my recent post Five Elements of a Great Onboarding Experience, having a great new hire orientation can be critical to making a great first impression and getting a new hire successfully onboard with your organization. While many companies have worked hard to create that great first impression, they fall short on the long-term impression they give employees by failing to create a continuous training program.

    I’m currently working with a client to help them set goals for the coming year. In meeting with their leadership and other employees, one theme stands out to me- they lack training opportunities. They conduct annual reviews and set goals with employees, but fall short when it comes to providing training to help those employees meet their goals.

    So how can an organization successfully design a training program?

    First, conduct an analysis of each job to determine what skills are needed for that role. Create a competency matrix that details each role and the skills needed for entry-level, intermediate level, and expert level mastery of that role. Then compare roles and see where skillsets overlap. This will help you to determine what training will have the greatest impact on your staff and yield the greatest return on your investment. It may also help you define career paths within your organization.

    Second, create a formal training program based on the competency matrix. Once you determine what training will give you the biggest ROI, you need to start designing that training. You may need to use internal and external resources. When designing the training, determine what method of training will be most successful. For example, the client I’m working with commented on training that had been provided previously where employees were required to sit through hours of classroom training but were never given hands-on experience with what they learned, so the training was not effective. Also, consider how you can measure the effectiveness of the training once complete.

    Third, use the competency matrix to define career paths and create a succession plan. Look at the roles in your organization, the skills needed for each role, and determine what makes sense for a path of promotion. Then assess the employees currently in those roles for possible promotions when they come available. If you have an employee you think would be great to move up, have a conversation with them to gauge their interest. Some employees do not want to move up into management roles, and that’s ok. But it’s best to know that at the beginning instead of spending time training and prepping someone to move up only to have them turn it down when an offer is made, or worse, have them feel obligated to take the position and then not be happy or successful in the new role. Once you have a succession plan designed, you can start working with those employees that would be good candidates for promotion and help them start obtaining the skill set needed to move into that next role.

    While it’s important to create a continuous training plan for your organization, it’s also important for leaders to understand that training doesn’t have to come in the form of a formal program. Some of the most important skills I’ve learned in my career have been through impromptu training opportunities. As you’re completing a task, ask yourself “is there someone that could benefit from learning what I’m doing or understanding what I’m working on?” If so, ask them if they have five or ten minutes to shadow you in your task.

    I encourage you to ask yourself “What have I taught someone this week?”

  • Must Reads for 2019

    Must Reads for 2019

    “Not all readers are leaders, but all leaders are readers.”  Harry Truman

    We always end the year with great book recommendations and these can spark your reading for an upcoming year. But if you’re like me, you like to consider what new books might be coming to look out for along with some recommendations from top thinkers and leaders.

     

    Here’s who I follow to create my must-read lists:

    Reese Witherspoon’s Book Picks.  Obviously, famous as the girl-next-door-like, Southern actress, Reese has created quite a platform promoting women’s stories on screen and in print.  Her Book Club reiterates the same passion.   A great article about Reese and her passion can be found here from FastCompany, where she was named as one of the most creative people in 2018.

    You can see all her picks for 2018 in this post:

    My favorite from her 2018 was Where the Crawdads Sing.

    Her January pick to kick off 2019 is The Library Book. So far, I’m enjoying this historical non-fiction book.

    Her list is a cross-section of fiction and nonfiction. It isn’t a list of chick-lit.   

    You can follow the list on Instagram at reesesbookclubxhellosunshine.

     

    Adam Grant’s Picks for 2019.  Adam Grant is one of our favorite authors, so who better to recommend what to read that someone you like to read? 

    His 19 Top Leadership Books for 2019 can be found here:  

     

    Another suggestion for 2019.  I haven’t ever been a connoisseur of books about historical figures, namely American Presidents and their families. But, after finishing Michelle Obama’s book Becoming, I am adding books written by and/or about Presidents and their family members to my reading rotation this year.

    I consider myself a moderate Republican (self-classified as fiscally conservative, and as a Southerner, what would be seen in my neck of the woods as socially liberal). Most of the time, I consider myself apolitical with too many other things to do and focus on than to worry about politics. However, the growing political discourse in our country has begun to disturb me, and I think a route to help me learn more and reconcile my thoughts is in reading perspectives from both sides of the aisle.

     

    Up next, I think I’ll pick up a book by a Bush.  Some options are:

    41: A Portrait of My Father

    Decision Points

    Sisters First: Stories from Our Wild and Wonderful Life

     

    Then I think I’ll travel back to some of our founding fathers:


    Alexander Hamilton

    Jefferson: Architect of American Liberty

    John Adams

    “How can any man judge unless his mind has been opened and enlarged by reading?”

     

    What are you reading in 2019?  

  • Change Management: Celebrating the Small Victories

    Change Management: Celebrating the Small Victories

    Change is never easy. I remind myself of this daily as I navigate some major changes in my personal life. And my experience has been a great reminder of why change is often viewed so negatively. It’s the unknown. While they say the definition of insanity is doing the same thing over and over and expecting different results, the thought of changing that pattern and not knowing what the result will be is often petrifying.

    I recently started working with a client who is experiencing a great deal of change in their organization and as a result, is seeing a decline in employee morale. As part of the change management process, I have begun meeting with managers on a weekly basis. While part of the goal of these weekly meetings is to talk through issues or concerns they may have, the primary goal is to help them focus on the positive and then find ways to share those positives with employees.

    I start each meeting with one simple (yet difficult) question. “What went well this week?”

    The natural reaction to this question is to try to think of major accomplishments, but when experiencing change and a decline in morale as a result of that change, employees need steady reassurance that the change is having a positive impact on the organization. Without that reassurance, morale will continue to drop. By showing employees the positive impact change is having, even if a small impact, you’re easing their anxiety over the change and gaining their buy-in.

    So, after watching the managers struggle during that first meeting to answer my question, I gave them some guidelines:

    • Think smaller. It doesn’t have to be a major accomplishment to be worth celebrating. Instead of waiting until the completion of a project to celebrate the work done, set milestones along the way and celebrate when you hit each mark.
    • Celebrate the now. If it’s progress today, celebrate it. Even if it falls apart tomorrow. Deal with tomorrow then, but today it’s a small victory and deserves recognition. And there’s always that chance that it won’t fall apart down the road.
    • Tie wins back to change. If the win was a result of a change that employees viewed negatively, acknowledge that the win was a positive result of that change.
    • Decide how to share with employees. Is it a win that everyone should know about, or just a specific department? And how will you communicate it to them in a way that will ensure they receive it?

    Even though we have only met a few times so far, I have seen a shift in the managers as well. The first week they were hesitant to claim any wins, but during our most recent meeting, they walked into the meeting with a few to share.

    So, ask yourself what went well this week and have you shared that with your employees?