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What work would you do if you could really focus on it?

11/29/2025

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What’s it like being a human in 2025? I find that two of the big challenges relate to attention and intention. On the one hand, we are living at a time when there is so much competing for our attention. We’re inundated with information, distracted, and unable to focus. On the other, all the busyness results in activity without the accompanying meaning behind it. Many of us are looking to slow down, live with greater intention, and reclaim focus. But how?

As it happens, this topic has been central to the discussions in the CliffsNotes Book Club over the past two months. In October, our book was Slow Productivity by Cal Newport. In last month’s blog, I shared highlights from that discussion, with emphasis on how to influence workplace culture to allow for more thoughtful, intentional action—and less frenetic busyness and multitasking.
In November, our book was Stolen Focus by Johann Hari. Hari talks about how our attention spans have atrophied—to the point where we are at the limit of what he calls our “attention resources.” The advent of smart phones, e-readers, alerts/notifications, and our modern busyness has rewired our brains. Our attention has in effect been “stolen” by apps, social media, and digital platforms that are carefully designed to do just that.
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As a result, many of us struggle to focus and are ready to make changes to regain our ability to stay on a task and do deep work. I thought I’d share key points from that insightful discussion.
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Stolen Focus – Key Points

Here are some of my key takeaways from our discussion on stolen focus.
  • Interruptions: When you are interrupted, it takes 23 minutes to get back to focus. Hari outlines a plan to retrain your focus by working on a single task for 10 minutes, then taking a rest for just 10 seconds, then shifting back to the task. This helps build discipline over time. He suggests using a simple timer to help build the muscle memory.
  • Digital hygiene: Hari calls for digital hygiene, to include the following:
    • Limiting social media and stopping the infinite scroll.
    • Long-form reading, and reading paper books not screens/e-readers.
    • Device-free thinking walks.
    • Batching notifications to avoid the pings and constant interruptions.
    • A focus-friendly work culture.
    • Protecting your sleep, curating your diet, and getting exercise.
    • Making time for play and creativity, to include daydreaming and exploration.
  • Entering a ‘flow’ state: Hari references the concept of ‘flow,’ based on the research of Mihaly Csikszentmihalyi, or those moments when we are so deeply engaged in a task that we lose track of time. He urges us to take steps to regain focus in order to allow for more time spent in a ‘flow’ state.
​The bottom line for me is that the damage that’s been done can be undone, if we take steps to rework our habits. I also think the reward for trying is great. What work would you tackle if you could really focus on it?
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Get me off this ride! How to shift from ‘crazy busy’ to meaningful productivity

10/30/2025

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For nearly two decades, I have led a business book club where we feature research-based books related to leadership, neuroscience, employee engagement, and other workplace topics. Every month we walk away with some advice to consider and practical tips to try out. This month’s book, however, produced a get-me-off-this-ride moment…
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​Our book was Slow Productivity by Cal Newport. Newport paints the picture of the modern workplace—the never-ending to-do lists, back-to-back meeting days, rolling emergencies, and limited pockets of time for deep work.

The pace of today’s workplace has many screaming, “Get me off this ride!”

Newport challenges us to stop conflating busyness and ambitious to-do lists with productivity. He urges us to focus on meaningful accomplishment and lays out principles for a “more sustainable alternative to the aimless overwhelm that defines our current moment.”

Ashley Campana shared highlights from the book and got a great discussion going. If you missed it, Ashley’s notes are posted to the CliffsNotes Book Club portal.

Slow Productivity - My Key Takeaways

​As with every book club discussion, we riffed on the author’s key points and discussed what’s worked for us and how we might make changes inspired by Newport’s guidance. Here are some of the discussion points that particularly resonated:
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  • Pause to ask, Why does this matter? Central to Newport’s philosophy is understanding the why behind our actions. It’s easy to fill a to-do list and wonderful to feel the dopamine hit that comes from ticking off one item after another. However, one of the key points in the discussion is simply to evaluate every to-do item before committing to it. In the business world we think about effort and impact, but we don’t always think about what’s truly meaningful. Pausing to ask the question “Why does this matter?” can help.
  • Draw it! As they say, a picture is worth 1,000 words. At book club, we discussed how a visual map, one-pager with key work areas, or Kanban board are excellent tools to both envision the full scope of your work and help communicate it to others. This could work at the individual or team/workstream level. Tasked with a new hot priority item? Share your one-pager and discuss what timelines or priorities can shift to accommodate the hot item.
  • Negotiate! While no one at book club could disagree with preferring the end-state Newport describes—a calm, focused block of time to do meaningful work—we all wondered if ever in the history of the business world there’s been a leader who’s managed to sell the C-Suite on a corporate strategy around “Let’s slow down.” (Unlikely!) We talked about how the key skill needed to shift a workplace culture toward slow productivity is negotiation. As requests come in, consider what’s at play. As we know, something can be done good, fast, or cheap—pick two, but not all three. The key is to communicate the positives and negatives of the options and help others understand the ramifications.

Do you know of any workplaces that embody the principles of “slow productivity?”

What would you add to my list?
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Influence 101, how to get better at it

10/3/2025

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Influence is not plain vanilla—there are a lot of flavors!

There’s influencing ideas up the chain, leading without authority, driving change, getting people to take action or change behavior, pushing through when there’s resistance, selling, and more.

Everyone wants to become more effective at influencing others, but when it comes to which strategy to employ, I always start by reminding people of two key principles:
  1. Context matters, and
  2. There’s no one-size-fits all approach.

Said differently, it’s important to have clarity on what exactly you are influencing, what your role is, what the dynamics are. Then, you can build a strategy for how you can influence the outcomes.

Influence was the topic of our CliffsNotes Book Club, with Dana Karp presenting the book New Rules of Influence by Lida Citroën. In this 2024 publication, Citroën echoes some of the best practices in this space, such as the importance of finding a way to be of service to people before you need them. She also builds on the body of research by adding topics, for example “being inclusive,” that reflect workplace values of today.
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Some of my key take aways from that discussion are the importance of being visible and “being a brand.” She talks about the importance of letting others see you, not hiding your voice, coming forward with your point of view, and being bold in sharing your thoughts.

​(For a summary of “rules” from the book, check out the notes on the portal.)

How to Influence Others – A Round-up of Resources

Our book club discussion got me thinking about a few other great resources on influence. I thought I’d pull together some of my favorites, so you have it all in one spot.
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The Polarities of Influencing

I often rely on Polarity Thinking to explain complex topics, and influence is no exception. Polarities are situations in which you are able to hold two seemingly opposing ways of thinking or being at the same time.  

Regarding influence, the most common example is when you are in a conflict with another person and you want to influence them to your position. The basic polarity is “my point of view” on one side and “your point of view” on the other side.

When one tries to influence someone else, they often push data and examples of their point of view. However, this approach often fails and only encourages the other person to push back with their point of view. When using a polarity map to influence, you separate out each party’s perspective with their upsides and downsides.

​Then, you start by exploring the upsides of the 
other person’s point of view and owning the downsides of your point of view. This alone will change the dynamics of the conversation, and the other person will be less defensive and more open to your perspective.
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Robert Cialdini’s Principles

One most comprehensive bodies of research on the topic of influence is by Robert Cialdini. His 2006 book, Influence, The Psychology of Persuasion, was a bestseller, and he’s continued his research since then. In his original book, he outlined six principles for persuasion (pulled from the Amazon book summary):
  • Reciprocation: The internal pull to repay what another person has provided us.
  • Commitment and Consistency: Once we make a choice or take a stand, we work to behave consistently with that commitment to justify our decisions.
  • Social Proof: When we are unsure, we look to similar others to provide us with the correct actions to take. And the more, people undertaking that action, the more we consider that action correct.
  • Liking: The propensity to agree with people we like and, just as important, the propensity for others to agree with us, if we like them.
  • Authority: We are more likely to say “yes” to others who are authorities, who carry greater knowledge, experience or expertise.
  • Scarcity: We want more of what is less available or dwindling in availability.
 
In recent years, Cialdini added a seventh principle:
  • Unity, which is the notion that people are more likely to be persuaded by someone who shares some aspect of identity or community with you.

No time to read the book? This video (60 min) provides a summary of the seven principles.

Rick Maurer on Facing Resistance

The best resource on influencing when there is resistance is from Rick Maurer. His model is spectacular because it’s simple and easy to remember. Per Maurer, there are three reasons why people resist:
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I don’t get it
I don’t like it
I don’t like you


The first step is to determine why there is resistance, then the strategy follows. For more, check out this brief article.

What resources would you add to the list? Besides bribing someone with ice cream, what has helped you influence others?
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Facilitator’s Tips: Strategic Planning in Times of Change

9/2/2025

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It’s been a period of rapid change, turmoil, and uncertainty for many of my clients. When will things settle down? Will they settle down ever? As we near the end of the fiscal year for many clients, some groups I have done annual strategic planning and leadership retreats with are struggling with a big question:

How do we sit down to do strategic planning when all of our goals and milestones seem to be fluid?

While the pace of today’s change may seem to be unprecedented, over the years I have worked with many groups facing big changes in their organizations and industries. And we got through it!

Strategic Planning in Times of Change – How to Plan and Acknowledge the Challenge

If your group is in a period of change and wanting to do strategic planning, here’s what I recommend.
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  1. Identify what’s not changing. The challenge in times of change is that we over-emphasize what is new or what is not clear. It takes up space in our minds because it’s new, and it’s scary. It’s natural to overlook what is staying constant. As a facilitator, I find a way to bring the group’s attention to what is not changing, and suddenly you have a clear picture of the foundation on which you’re building.
  2. Make space for airing concerns. You gotta get the concerns out on the table! I find that many groups are hesitant to allow space for a group to process their personal reactions and challenges with the change—because they fear the meeting will become a “venting session.” I recommend timeboxing this segment and agreeing to guidelines in advance, but I don’t recommend skipping it. It can be a helpful step to allow a group to focus and make the shift to more strategic thinking.
  3. Reset goals/roles/expectations. These are the three elements that keep a group grounded. If a group has experienced layoffs or significant turnover, it’s particularly important.
  4. Group agreements. I have talked before about the importance of drafting group agreements, or the otherwise unwritten rules about how a group commits to behaving. It’s particularly helpful in times of change to discuss what may need to be adjusted to meet the group’s shifting needs.
  5. Use scenario-planning. When the future path is not easy to predict and map out, then have the group identify three or four possible scenarios for how the next one to three years will look. Based on each scenario, identify next steps and plan accordingly.
  6. Consider a team assessment. Team assessments are especially useful in times of change and can help a group become more resilient. I have used several assessments over the years, and I recently became certified in the Extraordinary Teams assessment. It’s a great tool to align a group around a common set of goals and behaviors—contact me to find out more.
 
As always, let me know what ideas this sparks for you, or what tips you’d add to my list.
 
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The AI revolution is underway. Where do the humans fit in?

8/1/2025

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It’s reminding me of 2007, the early days of the iPhone and touch screens. Whether it’s a Zoom meeting, a conference room, or a dinner party, the big topic of discussion these days seems to be Artificial Intelligence!

From sharing the newest time-saver to conjectures about the future, we are exploring, learning, and—at times stumbling—as we let AI into our lives. The AI revolution is underway!

At our July CliffsNotes Book Club, Katy O’Neill presented on the book, The Threshold: Leading in the Age of AI by Nick Chatrath. (ICYMI, check out Katy’s notes on the portal.) The discussion was high-energy, to say the least. More than once, I heard, “I need to try that.” And also, “Yikes, that’s scary!”
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Since this emerging technology is so immediately relevant to both leaders and organizations, I wanted to share a few tidbits we discussed during our book club conversation that you might find helpful while tinkering with AI:

  1. Adding Personality. People who use generative AI as a writing tool—and naturally strong writers—will tell you that asking AI to write something for you is a great way to get a “plain vanilla” statement, that is, something that lacks a point of view. I’m not sure if I totally agree. The way to get your personality to shine through is to generate a decent draft (that will naturally include your style) and then enter specific prompts that will help you with the flow and clarity while asking AI to keep your tone and personality intact. The trick is to be descriptive and clear in your prompts. Ask it to, "Match my style."
  2. Mitigating Bias. We all acknowledge that AI is biased, and we cannot lose sight of this. The key is to anticipate that there will be bias in any AI-generated output, as there is with any human output! I have learned to ask AI questions such as, “What are the biases I should be thinking of?” or, “What bias may have influenced your summary or recommendation?” Another question is, “What is a counter-argument that would be just as valid?” The key is to not seek to bias-proof your AI interactions, but to use AI’s research abilities to help you see the data differently.
  3. Critical Thinking. While most of us spend time thinking about creating the best prompts, it’s just as important, if not more, to spend time thinking about the output. AI is a tool to support us and streamline our work, but once we receive the output, we need to verify the information and ensure that it aligns to our purpose and objectives. That’s where humans—and leaders—will always be needed. Humans come up with a framework and evaluate the data against it. 
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What have you learned in your interactions with gen AI?

What’s working for you?

​Let’s keep the conversation going!
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Making the shift from slides to stories – how the best communicators leverage storytelling in the workplace

6/11/2025

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What do the best communicators in your workplace have in common? It's likely they can read the room, share the right amount of detail/context for the audience, and illustrate their points with stories.

Storytelling is one of the most effective tools in your communication toolkit. When telling a story, you share a little about your beliefs or worldview, engage people’s emotions, and build a bridge to the audience. Stories help us connect in ways slides and data cannot.

In this month’s CliffsNotes Book Club, Sonia Checchia presented the book How to Tell a Story from the creators and staff of The Moth (check out the portal to read the notes). As the title suggests, this is a ‘how to’ guide full of tips for telling better stories. In addition to practical tips, the authors also share perspective on the community that is built around storytelling and the lasting impact on the audience.

Your brain on stories

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​Research by Uri Hasson, professor of psychology and neuroscience, illustrates how stories impact the listener on an emotional level. In his research, Hasson provides evidence for the phenomenon called ‘neural coupling,’ how brain activity is shared or mirrored between the storyteller and the listeners. And if you feel it, you will remember it. Telling a good story creates shared memories with the listener. Stories leave a lasting impression that no slide presentation or graphs can compare!

Stories in the workplace

While the book is focused on Moth-style stories—true personal stories that are told in first person on stage during the Moth event series, the techniques and tips will help on stage or in any setting, including conference rooms or Zoom meetings.

The book includes a few specific illustrations of effective storytelling in a work setting. Here are three:

  • Career journey: When interviewing for a new position, or when mentoring junior staff, you may have an opportunity to share details about your career journey. Instead of recounting your roles in chronological order or highlighting promotions and job changes, think of your career through a story lens. What is the ‘story arc’ of your career—who were you at the start, middle, and now? Also, what did you learn in one role that led you to the next?
  • Selling points: When presenting a data-heavy set of information, sharing a story can help the audience remember your key points or the compelling aspects of your pitch. In the book, the Moth team shares an example of a tech company that had to plan their experiments around the schedule of a train station that was located two miles from the office. Their equipment was so sensitive that the train vibrations impacted the data. Sharing this anecdote helped the company illustrate how precise their equipment is.
  • Company culture: In the book, the Moth team shares an example of a woman who received negative feedback about her performance, and was able to turn it around with support from her team, a 360 assessment, and a great coach. She not only demonstrated tremendous personal growth; she also began recounting her personal story in the company’s new hire orientation sessions. She wanted staff to hear about it on Day 1! Her courage and candor illustrated the company’s commitment to supporting staff and a culture of learning.

​I have always been a fan of a well-placed story in a work setting, but this book has pushed me to up my storytelling game. As you think about the best storytellers you know, what do they do well? What can we learn from them?
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Leadership 360s – What to expect and how to make the most of the opportunity

6/2/2025

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It’s your first leadership 360. What can you expect?

If you’re participating in a leadership 360 assessment for the first time, you may be looking forward to the direction and clarity—and you may also be feeling nervous, or have lots of questions. I offer some tips for how to demystify the experience and help you avoid some traps that many leaders fall into.

So you just had a 360 assessment…Here’s what to do next

A 360 assessment is a powerful tool to step onto the balcony and get perspective on your opportunities for growth, impact, and gaps. When working with coaching clients, I offer a few questions to help leaders focus and ‘take it all in’ as they review the summary.

The key is to take a curious stance. Ask:
  • What surprised me?
  • What themes are emerging?
  • What hit me in a visceral way?
  • What do I want to NOT be true?

​If you’re working with a coach following the 360, take note of these responses and talk through them in your debrief. Share what’s noteworthy and use it as a chance to measure your self-awareness.

Traps to avoid

TRAP
BEST PRACTICE
Trying to figure out who said what
Keep it anonymous!
Assessments are typically anonymous, and it’s important to accept the input as it comes. Avoid trying to figure out who said what—this is a trap that leads to resentment and potentially resisting or rejecting important input.

Failing to focus your development efforts
Focus your goal-setting!
Many leaders take on too much and set too many goals. Ideally, you’ll pick two or three areas to work on. Ask your coach to help you right-size your goals. Don’t boil the ocean.
Emphasizing the negatives and neglecting the positives
Remember the positives!
A good assessment summary will provide you with a view of what’s working well. Do not gloss over this! It’s just as important (if not more) to understand what you’re doing well, the impact it’s having and know how to repeat that. Be sure to firmly and intentionally “continue” these practices.

Next steps

After your 360, you’re set to make a plan for your own development. You’ll work with your coach as an accountability partner and update your leadership plan as you make progress.
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In my experience, the best leaders also use the 360 as an opportunity to strengthen relationships with their team members. For starters, be sure to thank everyone who provided input. Also, make sure you keep the feedback discussions going, and as much as you can bring them out in the open. You may need to prime the pump a bit, by offering to share what you’ve heard and then inviting more input.

For example, “I have received some feedback that I sometimes can take too long to make a decision. Do you also see this?”

Setting yourself up for input by sharing your self-awareness is a great way to make it safe for people to be candid and constructive.

360 on Steroids

The best organizations are phasing out of annual reviews. The goal is to create a feedback culture where you’re soliciting feedback from peers, direct reports, managers, and clients on an on-going basis. Only hearing feedback once a year is not helpful. Ask for feedback when it’s most relevant and remember to reach out to variety of people to gain multiple perspectives. The more you do it, the less awkward it becomes.

​Do you know any organizations where feedback is “baked-in” to the culture? What do they do to keep the feedback culture active?
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How to deepen human connections, one conversation at a time

4/21/2025

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What does it mean to be seen? And how can we get better at making others feel seen? These are some of the questions presented at this month’s CliffsNotes Book Club which featured the incredible book, How to Know a Person: The Art of Seeing Others Deeply and Being Deeply Seen, by David Brooks.

​As a starting point, Brooks defines what it means to be a person. He says, “A person is a point of view. Every person you meet is a creative artist who takes the events of life and, over time, creates a very personal way of seeing the world.”
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In the book, Brooks talks about how knowing a person is appreciating their defining moments, the generational history, what role their ancestors play in their life, and how they evolve over their lifetime. The book is both a social commentary and a practical guide on how to engage in conversations…with the goal of truly getting to know someone. Throughout the book, Brooks offers strategies and tips for conversation, asking good questions, and listening deeply.

As a coach, I have spent hours learning the art of asking good questions and active listening—but this book takes it deeper. I thought I’d share some of my key takeaways from the book.

Highlights from How to Know a Person by David Brooks

  • Diminishers & Illuminators – Brooks uses the terms “diminishers” and “illuminators” to refer to how people behave in conversation. When you’re talking with an illuminator, you can feel their presence and see in their eyes that they are really with you. Diminishers, on the other hand, drain your energy and bring you down. They make you feel small.
  • Being “other” centered – This is a term that also shows up in Adam Grant’s book, “Give and Take.” In this context, Brooks describes the concept as the opposite of self-centered. Brooks says, “If I want to see you, I want to see how you see the world; how you construct reality and make meaning. To do this, I have to step out of my point of view and into your point of view.”
  • Loud listening – This was one of my favorite terms. Being a loud listener is related to a more familiar term “active listening,” but it’s even better. Here is how Brooks talks about it in a NYT article from Oct. 19, 2023: “When another person is talking, you want to be listening so actively you’re burning calories.”
  • The Right Questions – Brooks talks about asking the sort of questions that allow someone to tell you about who they are—and the first step is being humble and admitting that you don’t know—about them, about the topic, etc. Brooks says, “If I’m going to get to know you, it’s because I have the skill of asking the sorts of questions that will give you a chance to tell me about who you are.”
  • Topper – Brooks advises against being a “topper,” or someone who takes over a conversation by sharing their own experience, opinion, or story. For example, when someone tells you about their vacation in Mexico, don’t try to top it by sharing your own vacation story. That shifts the focus to you…and if your goal is to learn about the other person, you’ve just missed out! I have previously used the term “I-hijack,” and the concept is the same.

A special thanks to Diane Dixon for leading the discussion. In case you missed it, Diane’s notes are posted to the portal. I also encourage you to check out David Brooks’ talk at The Trinity Forum (60 min). My short list of highlights is just the tip of the iceberg!
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Leaders for the Planet: Sustainability & Ethics

4/2/2025

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In the corporate world, companies that don’t deliver value to stakeholders become obsolete. But what if the company’s key stakeholder is the planet?
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Imagine how the rules of the game would change, and what it would take to facilitate that change, one leader at a time.

Patagonia: A Case Study

​In 1965, the outdoor clothing company Patagonia was founded. Initially selling a small line of climbing gear, the company later expanded to manufacture clothing for hiking, climbing, and camping. By the 1980s, Patagonia began to donate some of its profits to support nonprofit organizations. As the company grew, Patagonia’s focus and mission evolved. Over the years, Patagonia became a model for an ethical, sustainable, accountable organization that is profitable selling gear and clothing—and does good for the planet.

The book The Future of the Responsible Company, by Vincent Stanley with Yvon Chouinard, tells the company’s unique story. I presented this book at our recent CliffsNotes Book Club (check out the portal for my notes).
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I was really moved by this real-world, contemporary example of a company that is operating sustainably while maintaining profitability. It got me thinking about how leaders at all levels, in all organizations, can learn and benefit from the Patagonia story—and how as coaches we typically do not “stretch” our questions beyond the individual leader and organization…to consider the planet as a stakeholder.
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Coaching Questions for Leaders

To summarize some of the lessons from the book, the five key skills required to drive a sustainability agenda are (1) rethinking business success, (2) understanding business impact, (3) ethical leadership, (4) embracing regenerative practices, and (5) resilience through responsibility.

Stanley and Chouinard touch on each of these elements in the book, along with examples from Patagonia’s history. For each of these, I have provided coaching questions intended for reflection and discussion. Whether you are a business founder or a leader of a team or division, I invite you to consider the questions…
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  1. Rethinking Business Success
    If business success were not measured by profits, what would success look like? Who benefits from your success?
  2. Understanding Business Impact
    To what extent are your suppliers and partners aligned in your values? How do you maintain alignment internally and with external partners?
  3. Ethical Leadership
    What priority do you and other leaders place on ethics, and how is this reflected in decision-making and information-sharing?
  4. Embracing Regenerative Practices
    If your goal is to not only minimize harm, but true sustainability, what changes for the organization, society, and the planet?
  5. Resilience Through Responsibility
    How are you living your core values? What messages are you sending to your employees and clients/customers?
 
What are you inspired to do differently? What small influence can you make in your world of work that could make a significant difference for our planet?
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How to spark “awe” at your next meeting or workshop

3/5/2025

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I have been designing and facilitating meetings and leadership programs for two decades. While every group has a specific set of needs and goals—and I tailor the plan accordingly—I also keep track of trends. I am noticing what people need now more than ever is a catalyst to collaborate and work together. Whereas in the past simply spending time together may have been enough to get a group to gel, I am finding that we need to be much more intentional about the time we spend together, so we truly maximize the opportunity for exchange and connection.

Workplace & societal trends

​The backdrop is the world around us. The trends in society at large are mirrored in any workplace. We are in the age of distraction, we are facing significant ideological divisions, in many workplaces there is strain due to return-to-office policies, and, well, general stress. All these trends inform the employee experience for everyone from individual contributors to executive leaders.

What the world needs now is “awe"

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As I participated in the CliffsNotes Book Club last month, and Susan Connolly presented highlights from Dacher Keltner’s book, “Awe: The New Science of Everyday Wonder and How It Can Transform Your Life,” I was really inspired.

Keltner defines awe as “the emotion we experience when we encounter vast mysteries that we don’t understand.” (For more on the book, read this brief article and check out the notes on the CliffsNotes Book Club portal.)
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In particular, I was moved by the science behind the impact awe has on the body. As Keltner explains in the book, awe is a powerful emotion. When you have moments of awe where you are moved to tears or feeling chills, your vagus nerve is activated. This brings you to a deep sense of calm.

Awe at work

In the workplace, creating opportunities like this can help people lean into that space of being open, demonstrating vulnerability, becoming more creative in brainstorming, and zooming out to see the bigger picture.
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Keltner’s book looks at awe from different angles, and one of the types of awe he describes is called “collective effervescence.” This is the term Keltner uses to describe the feeling you may have had being part of a group performing a line dance or doing the wave in a large stadium. When engaging in such activities, it’s not uncommon to feel a moment of euphoria, but also for heartbeats to synchronize!

Here are some tips for making way for awe at your next workshop or meeting

  • Music – Music can set the tone and serve as a mental escape from the daily grind. It’s a safe way to provoke an emotional reaction and to create calm. For all-day events, I love playing music as people enter the meeting room in the morning. I also sometimes use it during break time or during activities.
  • Movie Time – When I have a video to share with a group, I am often tempted to send it in advance as a way to save time during the meeting or workshop. However, watching it together is an opportunity for a shared moment that enhances the experience—and discussion. This is why laugh tracks were added to sit coms years ago. We respond and engage differently when we are part of an audience.
  • Nature – Nature is not typically present in the workplace, but when I can introduce it, it adds an element of awe. For a recent leadership program in which we were developing the group’s skills in the area of “enterprise thinking,” I had everyone bring a scenic photo that they liked. Showing the pictures of different nature scenes helped set the stage for thinking of how different elements fit (and work) together—in nature as in any workplace.
  • Moral Beauty – We learned from Keltner’s book that acts of moral kindness are the number one source of “awe.” This resonated, and I often seek out team building activities in support of a charity or cause. For example, I recently worked with a group to build bicycles that would be donated to a children’s charity. The group had to collaborate in order to “earn” the tools and supplies needed to complete the task, and everyone was motivated to deliver the assembled bikes to children. Such a great day!
 
How have you experienced awe at work? What would you add to the list?
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Fostering a culture of respect – when to “call in” and “call out”

1/29/2025

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If your organization has a zero-tolerance policy regarding bias, prejudice, and bullying, what role do you play in creating an inclusive environment? At times, it will be necessary to call out others' behaviors in order to stop the behavior and prevent any further harm. At other times, calling in, or calling attention to the situation to understand or engage deeper, is recommended. How do you decide which approach to take?



This discussion surfaced at our January CliffsNotes Book Club as we were studying the book Radical Respect by Kim Scott. (In case you missed it, check out Jerry Edgley’s fabulous notes on the portal.)

Scott’s first book, NYT best seller 
Radical Candor, is a manual for building trust as a foundation for giving honest, direct feedback. Scott’s second book, Radical Respect, acknowledges a gap. In an organization where there is bias, prejudice, or bullying, it is necessary to first create an environment of mutual respect.

Per Scott in this article, “Radical Respect happens in workplaces that do two things at the same time: (1) Optimize for collaboration, not coercion, and (2) Honor individuality, don’t demand conformity.”

Scott emphasizes that healthy workplace cultures respect others’ viewpoints, foster accountability, and allow for healthy disagreement.
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Fostering Radical Respect

When we hear something disrespectful, most people would agree that you should immediately call that person out, so they know that’s not acceptable. Many of us have learned how important it is to be an advocate for someone who may be the target of bullying or discrimination. This is done by a third party (i.e., someone other than the individual being targeted) who will stand up and “call out” the person who made the inappropriate comment or behavior. Calling someone out takes bravery, confidence, and organizational risk. The typical situation to use this is when someone is blatantly discriminating or bullying another, and the team needs to urgently stop the conversation or behavior and send a message that this type of behavior is not tolerated.

In reality, however, comments filled with bias, prejudice, or bullying are rarely so black and white or extreme. There are many variables at play. For example, the person’s power position, your relationship with the person, your standing and status in the team, their reputation, your reputation, the individual’s personality style and history in interacting with the team, the intentions behind the comment, the level of self-awareness of the other person, cultural differences, gender dynamics, organizational norms, and the list goes on and on...

​For example, what if a person said something disrespectful, but had no intention to harm or belittle anyone. They simply lacked exposure to the topic perhaps. Would you still want to call them out and shame them in front of the team? How would that be fostering a culture of respect? I’m not suggesting that you ignore or condone what has happened, but rather take a different, empathetic approach.


These were the thoughts going through my head when someone at book club offered the term “calling in” instead of “calling out.” To me, “calling in” is a wonderful description that allows for dialogue, increased understanding, and often brings the group closer together rather than alienate any one person. When you address the comment, speak openly about the impact of the statement, and dig in further to uncovering bias, this will foster respect across the team.

Strategies for "Calling In" 

Here are some strategies to encourage a “calling in” approach:
  • Set clear expectations and group norms about how to interact together
  • Reinforce the behaviors you want to see during healthy debate
  • Practice addressing issues when the risk and emotions are low
  • As a leader, role model being open to feedback and act on the feedback
  • Acknowledge when others accept difficult feedback
  • Use “I” language to own your own perspective (e.g., “The way I understood the request was…”)
  • Use tentative language to test out other’s perspectives (e.g., “I’m sure I’m missing something, but from my perspective…”)
 
Curious to hear your thoughts. When would you use a “calling in” approach? What do you feel needs to be in place to have effective conversations? What risks do you see in this approach?

Resources

Quick Read: This HBR Guide presents a distinction between “Calling In” and “Calling Out” behaviors.
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Hunches and intuition as tools for every leader

1/4/2025

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​Image credit: Kinley Creative (Canva)


Reflecting on the year that we just wrapped up, I am thinking about the power of intuition. To be honest, it started with my participation in the Pop Tech Conference in October. In a room with hundreds of thinkers, we had a radical dialogue about the power of hunches.

It was a fascinating conversation, and I mention it because it’s so at odds with most business conferences, where there are demos of PowerBi and the latest human-centered design strategies to develop dashboards where all the important data pops. I won’t say that we challenged the value of data and compelling graphs and charts, but the discussion at Pop Tech planted the seed for me.

In recent months, I have been building the case for the value of intuition and looking for ways to support leaders as they try to cultivate it. My conclusion is that there is certainly a place for data, and also a place for hunches. Both are critical.

If we treat hunches as seriously as we do data, and truly explore and examine them, what could emerge?

I have been thinking about where to begin, and I see it in two parts, internal and external. Let me explain.

Step 1: Do the internal work

In this article, Eric Barker shares "secrets" that will “make you smarter”—and one is finding a way to cultivate intuition. Barker argues that people with developed intuition know how to read and interpret it, and this starts with a nuanced understanding of the gradations of emotions.

That is, learn to name exactly what you are feeling—joy, contentment, flattery, etc. This takes time, and practice. Per Barker, “Start labeling your emotions more finely and you can improve. This trains your intuition and helps you make better gut decisions.”

Barker does not use these terms, but essentially the first step is about increasing self-awareness. In Brené Brown’s latest book, Atlas of the Heart, she works to define emotions with great specificity. The book spotlights eighty-seven of the emotions and experiences that are most important to humans and to fostering meaningful connection. It’s a great resource if you are looking to develop the vocabulary around emotions. (In case you missed it, visit the portal to check out the notes from when our CliffsNotes Book Club discussed the book.)

Step 2: Create space in the team/organization.
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As leaders, how can you create space for hunches? How does a leader set the tone so people feel encouraged to put their hunch out there, and feel safe in doing so? Space is key. Safety is key. Pacing is also key. Sitting with questions and waiting for my unconscious to offer up an answer is easier said than done, as we live in a world where there’s a bias toward action.

How can leaders create this space for their team?

Here are a few ideas to shift the conversation and honor hunches in the workplace:
  1. Instead of an agenda of topics for a team meeting, create an agenda of questions.
  2. Use virtual tools (even if you meet physically in the same room) like “sli.do” and ask people to submit their craziest idea to resolving an issue. ProTip: if you use Zoom, ask everyone to change their name to “X” and then submit via chat to keep all comments anonymous.
  3. Prompt questions that allow people to build off of their hunches and intuition. Questions such as, “What does your gut tell you that you may not be able to explain?” or “If you were leading this project, what would you look into further?”
  4. When people respond with slightly strange or silly ideas, accept the comments without judgment. Say, “Thank you for that, let’s keep the ideas coming.”
  5. Once you have the hunches identified, select a few to dig into further and check out with traditional data-gathering methods.
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Holding space for emotional conversations at work

12/3/2024

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You have an important meeting coming up with a key stakeholder for your program, and the agenda is packed. Yet you notice that your colleague is distracted. He apologizes and shares that he just returned from a funeral. Suddenly the project discussion does not feel so important, yet how do you handle this moment? Do you avoid probing for fear of getting too personal, or saying something wrong? Do you acknowledge it and then transition back to the work discussion? Or ask, “What feels important for us to talk about today?”

This last question is a kind invitation to “hold space” for someone who is grieving—the topic we discussed at our recent CliffsNotes Book Club. Adam Kugajevsky led a discussion about the book Witnessing Grief by Holly Margl. The book is a treasure trove on a difficult topic. (In case you missed it, check out Adam’s extensive book notes on the portal.)

The Discomfort of Discussing Death

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Many of us are not comfortable discussing death or being in the presence of someone who is grieving, and we will do whatever it takes to escape the discomfort. The urge may be to jump to, “Let’s reschedule this meeting. It can wait!”

In this book, which is a resource for coaches, Margl invites us to sit with feeling uneasy. “What feels important to talk about today?” is the kind of question she’d recommend to help your colleague decide what’s needed, and what’s next.
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Using scenarios similar to the one I describe above, Margl asks the reader to examine their capacity to intentionally stay present while talking with someone who is grieving—hence the “witness” in the book title. Margl takes an Enneagram view and provides strategies for supporting coaches who are working with clients experiencing grief. The perspective is particularly useful for coaches, but I found much of it useful to leaders in any professional setting.

Witnessing Grief

Margl talks about having the “courage” to stay present and sit with discomfort. Key points from the book:
  • Your emotional response to someone experiencing grief has the power to enhance or diminish your relationship with that person.
  • A critical first step is to notice and name your own emotional reaction to a challenging topic or discussion. Ask yourself, “What am I feeling?”
  • Offering support means being with the person without trying to change, improve, or redirect anything.
  • As coaches/colleagues/friends, we can witness another person’s pain without getting caught up in it.

What Not to Say

Throughout the book, Margl points out “what not to say.” For example, she talks about showing empathy, but maintains that empathy alone is not enough. In place of an empathetic question such as, “How are you managing,” Margl proposes asking, “What would it mean to you to feel a sense of stability?”

As a coach, I have to remind myself that the most important thing I can do in these moments is “witnessing.” There’s nothing else I have to do or try to accomplish. I also have found that asking, “What are the tears about?” is respectful and allows the person to share if they’d like to.
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What has worked for you?
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The space in-between

11/3/2024

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We tend to focus on projects, events, and meetings, but what would happen if we were more intentional about the space in-between? How many conferences have you been to where the speakers are accomplished and polished, the schedule is packed with breakout sessions and vendor presentations, but the best collaboration happens by chance, at the breaks?

While attending the PopTech conference a few weeks ago, I found my mind wandering mostly about creating more space. How could I leverage my skills around building community, motivation, and facilitation to help others think and innovate?

I met with a client, and when I asked what they wanted to see differently six months from now, the leaders said that they wanted to see staff take more initiative, experiment with new ideas, and focus on continuous improvement. After interviewing the team members, it was clear what was going on. They didn’t need a workshop on innovation, they needed their senior leadership to get a handle on their workload and priorities. Once they could handle the workload and feel that they could keep their heads above water, they magically became more innovative. They were able to carve out time to think, imagine, and dream up new ideas.

If you don’t have the space, your team will eventually burnout. So, how do you, as a leader, intentionally create the space your team needs?

Here are a few ideas to get you started, but I would love to hear what you do as well.

Establish a Strong Foundation

As in the example above, examine your team’s workload and priorities. As we know from Maslow’s hierarchy of needs, a team needs to manage the foundational pieces before moving to higher level activities like collaboration and innovation. The three key foundational areas that I always address are 1) Goals (i.e., having a realistic number of goals that are clearly defined, 2) Roles (i.e., each team member knows how they contribute) and 3) Expectations (i.e., all team members know how to work together and what is expected of them in their role). Once you have these foundational team elements in place, you can build from there.

Build in Small Pauses

​Sometimes, you need to schedule the downtime or intentionally embed it into other activities. For example, before your weekly team meetings, take a “moment of pause.” You can rotate responsibility for this each week and you can leave the parameters open. In one of my teams, we had a variety of pause activities such as visual meditation, a song, a poem, a funny video, and interesting research. It only needs to take three minutes at the most, but it will help everyone get present for the meeting and sets a tone of innovation and openness.

Take Time to Think

In addition to team meetings, think about how often you carve out time for reflection and strategic thinking. Imagine sitting in the office (yes, back in the days where people went into the building) and your manager walks by, and you’re sitting back in your chair staring at the ceiling. Would they think you’re working? Of course not! But in fact, allowing time to sit back and think is exactly what you need to propel you and your team forward.

Now if you work from home, you have no excuse not to do it.  If you don’t intentionally schedule strategic time to think, you will likely fill that time addressing the emergency of the week or anything that feels more urgent. Some leaders have good intentions and create a recurring meeting for themselves to reflect and think once a week. However, if you’re like me, I always seemed to have something more urgent pop up and rarely honor that time for myself.

One way to mitigate this is to schedule your strategy meetings with at least one other person. Maybe it’s a colleague who is in the same department, maybe it’s with your senior leaders if you manage a larger team, or maybe it’s with your executive assistant. Whoever it’s with, you’ll be more likely to honor that meeting if you invite others and will benefit from other perspectives, too.

​What would you add to the list?
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How do you help leaders connect when they hate small talk?

9/30/2024

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​As we know from the various personality assessments available today, some people naturally gravitate towards being people managers, while others are more comfortable with being task managers. There's an on-going debate as to which to focus on first. Do you focus on your people, and then see your efforts yield great results, or do you focus on results, and see morale, pride, and engagement grow?
 
If you've done any work with me, you already know my answer: it's a polarity!

It's a both/and

​Successful leaders focus on both the people and the task. However, I sometimes find it difficult to make the case to a "task" manager as to why they should care about the people side of things. I have been challenged many a time. “What’s the business case, Laura?”
 
They say things like, "I'm a private person, and I keep my personal life out of the office!" and "These are my colleagues, not my friends."
 
And about small talk, what I hear a lot is, "It's not that I don't care, it's just that I don't have time for coffee-chats every day."

The Laws of Connection

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​At last month’s CliffsNotes Book Club, we talked about The Laws of Connection by David Robson, and we went deep on this discussion.

​(In case you missed it, head to the portal to check out the fabulous book notes Tommy Zarembka prepared.)

How do you communicate the benefit of connecting?

​The question I posed at book club is, how do you frame the benefit of connecting with others?
 
In the spirit of crowdsourcing, here are some ideas that I have used, and others that came from the group:
 
  • In the book, Robson maintains that craving connection is a universal experience, and a deep sense of connection comes from constructing a ‘shared reality’ with another person. He defines ‘shared reality’ as when your thoughts, feelings and beliefs coincide.
  • It’s now or later. Explain that you're either going to put the time in now (i.e., to connect with intention) or later (i.e., when something goes wrong), you decide. (Thanks to my colleague Katy O’Neill for this one!)
  • Connecting builds trust, and trust is essential to getting quality results.
  • When you take the time to know others, they will open up—sharing their struggles vs. hiding them. You avoid the situation of others “pretending it’s all under control” when there’s a project risk.
 
What would you add to the list?
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Moving into a leadership role? Don’t be caught off guard. Here are three things that surprise many new leaders

8/9/2024

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​So it’s time for a well-earned promotion. You are rewarded with additional responsibility and a larger team. The transition is seamless at first, but you realize that you wish you had known a bit more about how to manage your focus and time. Some aspects of leading a large team have surprised you.

Three Things that Surprise New Leaders

Over the course of many years of leadership coaching, as I helped people navigate the transition from being individual contributors to a strategic leaders, I have spotted some clear themes. Here are the three most common surprises.
  1. People leadership becomes your job, not an add-on. When moving into a leadership role, many leaders have unrealistic expectations of how much time they will need to invest in connecting with staff. Most people come into the role managing their calendar around projects but don’t realize the time needed for people development activities. For example, one-on-one meetings with direct reports, team meetings, assessments, etc., can take significant time, and in some organizations, such as consulting firms, the time is above and beyond your targeted "40" hours.
  2. Your identity shifts. If your identity is tied to your work, and if your job satisfaction is derived from crafting deliverables, you will need to make a mental shift. Taking on a leadership role means getting work done through people. In order to elevate, you will need to take pride in facilitating work, removing roadblocks, and connecting ideas. Your days of being heads-down on a task are over.
  3. Accountability does not mean responsibility. New leaders will receive requests from their senior leadership team about solving a difficult problem, or tacking a new initiative, or creating a new product. These requests are often misinterpreted by new leaders that they, themselves, must take on the majority of the work. However, successful leaders remain accountable for the output while encouraging others to take responsibility for the multiple tasks involved. It’s not a request for the leader, it’s a request for the team.

A Leadership Contract

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In Vince Molinaro’s book, The Leadership Contract Field Guide,
​he outlines four aspects of the leadership contract.

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These are:
  • “Step up,” leadership is an obligation
  • “Get tough,” leadership is hard work
  • “Connect,” leadership is a community
  • “Make it,” leadership is a decision

These four elements set the stage for new leaders who may not be fully aware of what’s expected. It also opens a conversation. What would you add?
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When someone is pushing your buttons, what can you do?

7/25/2024

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Growing up has a few facets to it. Of course, there is physical growth which happens most notably during our first 20 years of life. From an intellectual standpoint, as we progress through school, we learn to think critically and manage large amounts of information. But what about emotional growth? It can be neglected. For most people, emotional intelligence does not develop unless you actively work on it—such as working with a psychologist or doing a lot of reading and exploration.

​As a coach, I find that a lot of wildly successful leaders need to work on emotional intelligence as part of their professional growth. For example, one of the toughest challenges in a stressful workplace is staying grounded when someone is pushing your buttons. A common conversation I have with coaching clients is about understanding your triggers.
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​At Book Club last month, we discussed the book Leading Lightly by Jody Michael. In the book, Michael presents strategies for increasing joy by becoming more mindful of your choices and by taking back control.

​(In case you missed it, head to the CliffsNotes Book Club portal to check out the fabulous notes and book summary that Katy O’Neill prepared.)

Resources to build emotional intelligence

The discussion was high-energy, and we shared related resources as the book sparked ideas and we connected them to other models, theories, and resources. Here are some more resources and methods that came up during the book club discussion…all worth exploring:
  1. Three Brains (book) by Karen Jensen – This book talks about the three “brains,” which are head/heart/gut. It’s a reference for connecting your thoughts and feelings and movement to how you are nourishing and maintaining your body.
  2. Tara Brach’s RAIN model (RAIN = Recognize-Allow-Investigate-Nurture) – This mindfulness resource is a tool for anyone who wants to practice living in the present. Brach calls it a practice for “radical compassion.”
  3. Corporate Athlete (article) by Jim Loehr & Tony Schwartz – This resource talks about managing your energy, not your time. Taking notice of the energy drainers and the energizing aspects—including relationships—in your life can drive great insights for leaders at any phase in their career.
  4. Positive Intelligence (book) by Shirzad Chamine. This book presents a model for developing emotional intelligence, and a list of “10 saboteurs,” that can cause you to repeat patterns that no longer serve you. These are: Judge, Avoider, Controller, Hyper-Achiever, Hyper-Rational, Hyper-Vigilant, Pleaser, Restless, Sticker, and Victim.
 
What resources help you manage your hot buttons?
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A formula for leading people

6/14/2024

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When it comes to managing work through people, I have a shortcut formula I often reference in discussions with leaders. It’s just three things…

Performance = Potential – Interference

I learned this formula years ago from Tim Gallwey’s book, The Inner Game of Work. That is, a leader’s job is to maximize their employee’s potential and minimize the interference.

What do we mean by minimize interference? Here are some examples:
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  • If a team member has interference because of lack of skills, you as the leader may need to help them find the right training, or connect them to the right mentor or on-the job experiences.
  • Perhaps the interference is less visible and may be due to a lack of confidence. As a leader, you may look for “small wins” for this person to help build their confidence.
  • Or, maybe the interference is simply a lack of resources or inadequate equipment. As a manager, you may have to build a case for new resources.

It makes sense that so much of leading people is minimizing the interference, one roadblock at a time. But it never really occurred to me to introduce interference.
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This was the big “aha” for me when I read the book The Friction Project by Robert Sutton and Huggy Rao. At our Cliffs Notes Book Club this month, I discussed this book and explained the concept of “interference” as a form of friction. There are times to step on the gas (to reduce friction) and other times when you need to step on the brakes (to increase friction).  
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What is Friction?

​The authors define friction as “the forces that make it harder, slower, more complicated, or downright impossible to get things done in an organization.” Friction is any force that makes it harder or more complicated to get work done. It’s the unnecessary steps in an inefficient process. In the workplace, it could appear as layers of approval, a clunky user interface in computer program, bureaucracy, or other barriers to entry.

Examples of Good Friction

We typically think about reducing friction as being a good thing, and it is. However, the authors also talk about good friction. They urge the reader to look around for situations in which you may benefit from adding friction. That is, there are times when it makes sense to slow things down.
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An example of good friction in a work setting is an IT protocol to make it hard for someone to hit ‘reply all’ to a large group email.

Outside of work, there are examples where efficiency is not always the end-goal. For example, at a time when many stores are introducing self-checkouts, a chain of Dutch grocery stores initiated “slow lanes.” Customers who appreciate the discussions at the store, and the social interaction, welcome the friction. They enjoy shopping and chatting—and value this over the increased efficiency of self-checkout.

Friction Forensics Questions

The book provides a list of questions that are useful to help assess areas of friction. As with all decisions, there are trade-offs, and it’s wise to consider the effort versus possible impact/benefit of making a change. Here’s a set of questions to save, share, and refer to.
Friction Forensics Questions
adapted from The Friction Project
  • Is it the right – or wrong – thing for you to do?
  • Do you have enough skill and will to do it well?
  • Is failure cheap, safe, reversible, and instructive?
  • Is delay wasteful, cruel, or downright dangerous?
  • Are people already overloaded, exhausted, and burned out?
  • Does it require people to work alone or together?
  • Will reducing friction for some make it harder for others?
  • Is the human and financial toll worthwhile?
As a leader, how will you engage your team in identifying the good and bad friction? What steps will you take today to make use of these insights?
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Creating a Culture of Ownership

6/3/2024

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Imagine this scenario…Managers are not holding their people accountable. Deadlines are missed, requirements are not met, and performance is not up to par. You peel back the onion a bit and learn that information is not flowing, and trust is broken. Team members are not clear about what is in their control and under their authority. Leaders are not backing decisions made at the lower levels. It’s an all too common scenario that results in frustration and disengagement, yet it’s an oversimplification to say that people are not being held accountable for their actions. Accountability is a complex topic that requires some discussion.

Creating a culture of accountability

​One of the challenges for new and experienced leaders is setting the tone for a culture of accountability. That is, a team where people have the power and authority to work with autonomy, where individuals own their actions and decisions, and where everyone displays leadership, regardless of their level.

In such a culture, everyone is responsible for outcomes—good or bad. A lot has been written about this topic, but I’d like to pile on with three things that stand out to me as effective ways to foster accountability and create a workplace that minimizes the “not it” moments.

What the best leaders do to create a sense of ownership

1. Become a Champion

After years of working with leaders and coaching executives, I have found that the leaders who successfully create a culture of accountability often position themselves as “champions.” These leaders not only advocate for their teams but also provide air cover and take responsibility regardless of the outcome.
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The biggest gift a leader can give their team is air cover. If you set out to empower your team and push down decision-making, the team must know that they have the autonomy to conduct their work and that they have your support on any decisions they make.

How to communicate this? Frequently message, “I got your back,” and mean it.

2. Focus on Ownership

Gustavo Razzetti recommends shifting the narrative away from accountability. In this article, Razzetti makes the case for shifting from focusing on who is accountable, to acknowledging ownership. He argues that ownership is intrinsically motivated, purpose-driven, and rewarding. An organization that has a culture of ownership cultivates pride and motivation. The shift from accountability to ownership is a subtle change with powerful outcomes.

3. Emphasize Shared Success

At a recent CliffsNotes Book Club meeting, we discussed Accountable Leaders by Vince Molinaro. (If you missed it, head to the portal and check out the fabulous notes Jeff Fetterman prepared.) Molinaro outlines how to drive accountability in great detail. In the book, he shares four strategies:

1. Make leadership accountability a priority
2. Define leadership expectations
3. Build the resilience and resolve of those you lead
4. Help others succeed across the broader organization
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The fourth item—helping others succeed—is a refreshing and insightful aspect of accountability, and it relates to the community element of this cultural norm. Focusing on the combined success of the organization is a great way to build community and emphasize shared ownership for collaborative efforts and handoffs, including those transition points where something can slip through the cracks.
 
What has been your experience with fostering ownership? What has worked for you?
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Islands of Sanity & How an Individual Leader’s Sphere of Influence Can Shelter Staff

4/29/2024

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We have all heard it (maybe said it) a thousand times: People don’t leave jobs; they leave managers. The manager + direct report relationship is fundamental to your experience in any job. Margaret Wheatley talks about leaders’ having the power to create “islands of sanity”…

Wheatley defines these islands in her 2023 book, Who Do We Choose to Be? Facing Reality, Claiming Leadership, Restoring Sanity. Wheatley challenges us “to create the conditions, both internally and within our sphere of influence, where sanity prevails, where people can recall and practice the best human qualities of generosity, caring, creativity, and community.”  She urges leaders to use their powers for good—to create the spaces of refuge at work and beyond.
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We explored the concepts of in this book at our CliffsNotes Book Club in April (check out the notes on the portal for more details from the book). The discussion really resonated, and I began to think about the islands I have witnessed, been part of, and created.

Islands of Sanity – Extraordinary Organizations

There are a few exceptional and extraordinary examples of entire organizations that seem to make their own rules, and are functioning as islands of sanity. The Motley Fool financial advisory, whose motto is “Making the world smarter, happier, and richer,” is consistently rated among the best financial advisors. Their model is to democratize financial advice, and their employees enjoy flexibility and generous benefits. What’s more, they set up a foundation to support “social innovation” in the space of helping people get out of the cycle of living paycheck to paycheck.
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The book  Beloved Economies by Jess Rimington and Joanna Levitt Cea presents many other remarkable examples. The core premise of the book is that the current economy focuses on financial profits and sucks us dry, such that we have no time, energy, or resources to enjoy life.

In the book, the authors pose the question, If you work in a company where you trust your employees and treat them with respect, how would you design the systems differently? They share examples of organizations that truly put people first, and that are successful regardless (or because of it…).

​One example from the book is Creative Reaction Lab. They facilitate customized learning experiences using equity-centered community design. Also, PUSH Buffalo (PUSH = People United for Sustainable Housing), a community organization that has been mobilizing residents to create strong neighborhoods with quality affordable housing and greater local hiring opportunities.

Another fabulous example is Dan Purvis, founder of Velentium. It’s impressive how intentional and thoughtful Purvis was about designing the company culture. A guiding principle was to be “principles heavy and rules light,” or “more like soccer than football.” Purvis knew that the company could not be innovative and nimble if weighed down by overly cumbersome rules. He managed to stay true to this rule even in a space like medical devices, where documentation and regulation are rigorous. (See my blog on this great company.)

Islands of Sanity – Extraordinary Leaders

While there are a few examples of entire orgs as “islands, I am certain many of us have seen or been part of  islands as “pockets” inside bigger organizations. The secret behind these? Leaders who make it possible. Wheatley talks about the sphere of influence of an individual leader and encourages us to leverage it. The key is to ask yourself, “What is in your control?”

How can you show up as a leader and create your own island? Here are some practical ideas:
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  • If you are in a situation where you do not align with a new company policy, recognize that you can still find a way to implement it, while supporting the team. Acknowledge the sometimes brutal reality of the environment around you, and provide encouragement for the team to move forward.
  • Handle conflict with firmness and kindness.
  • At times of layoffs or other crises,  find a way to support the team through the period of turmoil.
  • Balance individualism and collectivism. This brings out individual strengths and contributions of team members while creating a collective team culture.
  • In the world of AI and technological leaps forward, honor the systems already in place while looking for ways to embrace change.

What islands of sanity have you been part of? If you have created one, how did you make it work?
 
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Remote work: Reimagining the modern-day office, and redefining collaboration

3/26/2024

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​Just when you think we have talked enough about remote work, I have some ideas to pile on. Our March CliffsNotes Book Club discussion was on the book Remote, Not Distant by Gustavo Razzetti. (Many thanks to Mary Power for leading the lively, info-packed discussion! If you missed it, check out the notes on the portal.)
 
Razzetti sparked some interesting ideas, in particular discussions of mindset shifts. That is, for years we have been thinking about “workplace” and “office” with a specific frame. It’s time to shift our thinking.

Remote, Not Distant – Key Takeaways

Virtual First. Remember a few years back when smart phones were starting to win us over? If you designed a website at that time, someone who was more tech savvy would nudge you and say, “Remember, mobile first!” It was a reminder to ensure that the interface you were designing would work well on a smaller screen. Now, just a decade later, it’s second nature, right? Well, Razzetti urges us to make a similar mindset shift as it relates to designing meetings, etc. He calls for a “virtual first” mindset. That is, design with virtual in mind first, regardless of whether you are virtual or hybrid.

Rethink the Purpose of an Office. If you have spent decades “going to the office” for work, you likely have a set idea of what “office” looks like, and how it’s used. I am thinking about things such as what activities take place there, what time of day it’s active, and who participates, etc. Razzetti urges us to rethink that. All of that! If an office is purely for collaboration versus for getting everything work-related done, what would the space need to look like? How would you redesign it, and what opportunities does that open up for your organization? As part of this, Razzetti talks about the need to clarify which arrangements the company is going to make and where flexibility is allowed. Razzetti urges teams, not individual leaders, to think through and plan out all the details.

Bring Together Ideas, not Bodies. Another mindset shift is related to how we get work done through and with others. For Razzetti, collaboration is about an exchange of ideas, not a meeting of people. If you focus on the flow of ideas, you may realize that being co-located is not necessarily required. Razzetti advises that the first step is often to look at your current workflows. Examine how is work getting done now, then redesign your processes.

How Do We Get There?

​Razzetti’s Culture Design Canvas© is an amazing tool to guide a team or organization in reimagining the workplace. The center is the starting point. First, define your purpose and outline your values. Then, begin to design the remaining elements. Visit Razzetti’s "Fearless Culture" website for more downloads and resources.
 
As always, let me know what ideas this sparks!
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Leadership, At Work and Beyond

2/29/2024

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Given that many of our friends and neighbors have teenage children, this is the time of year when we are talking a lot about college admissions. It’s high stress and high stakes, whether walking the dog or watching a high school sports game. For so many young people, so much seems to be hinging on what your top choices are, and where you get in. The school decision, and so many others, is about status and achievement versus the joy of learning. How did we get here?
 
At our February CliffsNotes Book Club discussion, Brenda Martineau presented highlights from the book Never Enough by Jennifer Breheny Wallace. The book talks about a “toxic achievement culture” that is taking over our kids’ and parents’ lives. In a society where the pressure to perform is deeply embedded in schools, sports, and beyond, how can we teach our kids to strive towards excellence without crushing them? (If you missed book club, check the book club portal for the notes.)
 
The author puts forward a seemingly simple answer. That is, children need to feel they matter, and they must feel intrinsic self-worth that is not dependent on external achievements. What’s the role of parents, teachers, and trusted adults? When they make children feel they matter, children see themselves as valuable contributors and important parts of the community. That’s when kids thrive. And, frankly, that’s when any one of us thrives.

I have been reflecting on these same challenges, and over the years, you’ve heard me talk about leadership at work and beyond. At Mendelow Consulting Group (MCG), we believe leadership skills go way beyond the office walls and spill into all domains of life—with family, neighbors, and the community.

MCG’s Group Dynamic Engagement Model™ supports leaders in the workplace and parents at home. Per the model, to feel engaged, you must feel Connected, Valued, and Empowered. The model represents engagement at work and beyond. In working with executives in the boardroom and parents tackling the morning routine, we have found that the model holds true in both domains. Here are a few brief examples...

Dynamic Engagement at  Work and Beyond

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The Dynamic Engagement Model™ focuses on three psychological needs that are necessary for a team or family to feel engaged.
 
Feeling Connected
 
Establishing clear values both at home and in the workplace is one of the fundamental strategies to establish a strong connection with a team or family. In both environments, there may be unwritten rules of engagement. We encourage you to make those unwritten rules explicit and then acknowledge each other when you see the values in action.
 
For example, in the home, a value may be that we look out for each other. Maybe you notice that your child goes into the cupboard and gets a snack for themselves and then offers their sibling a snack as well. That is a small sign of caring for others and, as the parent, you can verbally say, “I noticed when you got a snack this afternoon, you also got one for your brother. That shows me that you’re looking out for others.”
 
In the workplace, you may have a value around honesty. In a meeting, a team member may push back on some of your ideas, even though you may be the project lead. Instead of pushing back even harder, acknowledge the courage it took to share an opposing view and thank the person for allowing the team to consider the potential risks. 
 
Feeling Valued
 
Feeling valued is about the person feeling that they’re making a difference. In the workplace and at home, it’s important to clarify the strengths each person brings to the table and the roles they play.
 
At home, you may notice that one person in your family is super organized and they help keep the family on schedule. Whereas, someone else is always cracking jokes, and they add humor and lightness to the family.
 
At work, you have the formal roles, but you also have the roles people fall into. For example, you may have someone who is an excellent storyteller and they often help to shape presentations to tell compelling stories to your client.
 
When people feel that their strengths are not only recognized but being leveraged, they feel a sense of accomplishment and fulfillment. 
 
Feeling Empowered
 
At work and beyond, people feel empowered when they have choices and autonomy to make decisions, based on certain principles versus a firm set of rules.
 
At home, with young children, feeling empowered may involve a short set of choices to make decisions or options to pack in a lunch. With older children, it may involve being part of family decisions, or negotiating a curfew. 
 
At work, employees want the ability to manage a project from beginning to end and feel the sense of pride and accomplishment once it’s completed. As the leader, you may provide the criteria and vision, but then allow the employee to determine the approach.

Pulling it All Together

There is an art of creating a culture of engagement at work and at home, and it’s dynamic. At any given time, you may need to focus on one or more of these psychological needs. As a leader, at home or work, you also want to recognize how to address these needs, so you don’t accidentally over-accommodate or sacrifice your own needs. You want to accommodate and stand your ground; you want to be flexible and also have boundaries in place.
 
When it’s a well-oiled machine, you will find that those around you are more committed, more creative, and more fulfilled. That’s big-picture engagement. I know many of you are thinking about these same issues, so please send us your best practices. I’m curious to hear what strategies you employ to create that culture of engagement either at work or at home.
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A leader’s guide to the step-by-step tactics that lead to strategic thinking

1/30/2024

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Years ago, I read an article that suggested that, in order to be the smartest person in the room, you had to do only one thing...listen!

​They argued that simply paying attention to the conversation in a meeting gives you a leg up over all the other great minds in the room. Years later, I find it’s true. Given the temptation to multitask and the distractions that we all face during the workday, it’s no wonder that paying attention is now a special skill that requires discipline—and that stands out.

I was thinking about the importance of listening (fully) in a meeting as I read this fabulous HBR article “10 Ways to Prove You’re a Strategic Thinker,” by Brenda Steinberg and Michael D. Watkins.

The article stands out because it’s a practical breakdown of behaviors and actions that define what it means to “be strategic,” a concept which can sometimes be squishy. The authors talk about both thinking strategically and the related skill, communicating.
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As an organization development consultant and executive coach, I have worked with leaders for more than 20 years. I find that, to many people, being strategic means drawing a strategy on a slide. Well, yes and…there’s a lot more to it. The article outlines specific ways to be a strategic thinker and communicator. For example, demonstrating that you are informed, building on ideas, and connecting the dots between ideas.

If you are at the director or division-lead level, for example, paying attention to the broader discussion across your organization, and becoming informed on other groups’ activities and plans is what you need to develop an enterprise-wide view. That’s the big-picture.

Leading your Team vs. Leading with your Peers

As an executive coach, I find that many of the leaders I work with excel when it comes to leading their teams. In preparation for a team event or meeting, they actively engage, plan out talking points, and block time to ensure they minimize distractions. They show up. They listen fully and are able to ask those great “look ahead” questions, map ideas to the strategy, and engage the group.

When it comes to gatherings of peers, however, these same leaders may not prepare as much. They may allow their minds to drift if a peer is briefing on another area of the business, or they may send a delegate if they are double booked. In some cases, they don't even show up.

What’s the perception with their peers? It could be a view of a leader who is unprepared, siloed, not totally present… Their peers don’t see the strategic thinking in action. Why is this so important? Besides the fact that you’re missing opportunities to collaborate and provide more value to the organization, from a personal development perspective, if your desire is to be promoted, peer feedback and adding value at the peer level is critical. If your cohort doesn’t feel that you’re ready to move up, you will likely not be promoted regardless of how well you manage your own team and projects. 

We typical say that early in your leadership career, you’re looking up and down, but as you grow, it’s critical to look up and out.
How to Make the Shift

As the article outlines, being strategic starts with the small efforts. Little things like preparing in advance for a meeting by reading the presentation materials, and getting curious about other people’s work, is what it’s all about. Connecting the dots could be as simple as pointing out interconnections or cause/effect outcomes across groups.

Another strategy with peers is to offer support. “How can I help?” is a powerful invitation to a colleague who has just escalated a risk to the organization or who is stuck on a challenge. Of course, you want to be careful not to overly commit yourself but some simple strategies like asking a powerful question of a colleague about work that has little to no impact on your area, is a powerful value-add and will position you as a strategic thinker.

What are some simple ways you can shift your engagement and contribute at your peer level?
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Year-in-Review: Lucky Seven: Key Insights, Ideas, Reminders & Lessons Learned from 2023

1/2/2024

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​We spend a lot of time taking photos and videos of life’s moments—from documenting our meals to vacation selfies, our phones hold a lot of memories. The pictures and images we record help us remember what happened. But what helps us learn from it?
 
The strategy I use is to make time for reflection. As a practice, I try to do a little reflection at the end of the week, when a project or client engagement ends, and at the end of the year. Spending a little time looking back helps me celebrate my successes and learn how to fail forward. It also helps me remember the great ideas—those aha moments that are big and powerful, but that can get lost over time.
 
Trying to take my own advice, I looked back at my 2023 blogs. I stood back and squinted my eyes a little to see what really popped. No surprise, much of it happened thanks to the CliffsNotes Book Club discussions (visit the portal for the schedule and book summaries). Having a regular injection of ideas, and great discussion with fellow coaches and OD consultants is always a highlight for me. Here’s my ‘Lucky Seven” list:

Laura's Lucky Seven of 2023

  1. A lot is wrong, and we have the power to redesign it. The insights I carried from the book Beloved Economies by Jess Rimington and Joanna Levitt Cea blew my mind. (Read more in this blog.) The basic premise is that our current way of working is not working for us, and we have the power to reimagine, and redesign it. All of it! The authors pose a great question: If you work in a company where you trust your employees and treat them with respect, how can you design the systems differently? What I love about it is that it puts us in the driver’s seat. It’s where we have been all along, but at times one can forget… 
  2. Subtract, don’t add. We humans have a tendency to take on more and more. Over time it can result in an overloaded calendar, a packed workday, and a cluttered life. This is the central argument of the book Subract by Leidy Klotz. (Read more in this blog.) Next time you want to improve a process, think about what you can subtract instead of add.
  3. Imagining the future you want helps you create it. The act of imagining the future can open you up to new, and possibly better ideas. A different part of the brain is activated when you think about one year from now versus the distant future—say 10-years from now. Intentional focus on the long-term can help you create your future, by training your brain to be more open and creative. (Read more in this blog.)
  4. Stop making decisions. Last year, I had the pleasure of meeting Dan Purvis and Jason Smith, authors of 28 Days to Save the World. (I wrote up highlights in this blog.) These leaders have amazing stories of their tech organization—and many transferrable lessons for leaders in workplaces everywhere. One point that stuck with me was when Dan said his two favorite words are “you decide.” He leverages this phrase to instill trust and autonomy in his direct reports to encourage them to make decisions on their own. I think about that every time I work with clients who want to push down decision-making authority or drive accountability.
  5. ‘Abundance’ mindset. One powerful mindset shift is to move from ‘scarcity’ to ‘abundance.’ Leaders with an abundance mindset look for win-win situations, trust others’ intent, and support creative solutions. Their actions permeate the workplace culture and positively impact engagement overall. In this blog, I share ideas for how to make the shift. 
  6. Write out the unwritten rules.  People often ask me what the secret to a high-performing team is, and establishing Group Agreements is a tactic I can’t emphasize enough. Group Agreements are norms and guidelines, created by a work team or division, that explicitly state the otherwise unwritten rules of how you agree to interact. For more on how to set them up, check out this blog.
  7. Create more friction. Email is out of control, yet we all continue to rely heavily on it. One big insight I had this year is to make it just a little harder for me to shoot off that email. Before hitting send, I try to imagine having to get up from my desk, walk down the hall, interrupt the person from their work, and verbalize the email message to the actual person. If I think it’s still worth it after all that, then I send the message. Otherwise, I save it for a meeting or capture the thought elsewhere. Creating this extra 'friction' helps to reduce the amount of information we send and be more intentional with our communications. (For more on this topic, see my blog and visit the portal  for the book notes on A World Without Email by Cal Newport.) 
 
Thanks for letting me share my “lucky seven.” Let me know what ideas this sparks, and what strategies you’re looking to implement for 2024.
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Email is a flawed system. What can we do to make it work for us?

12/4/2023

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A World Without Email

If email is not working for us, why are we working so hard to work around it? This thought honestly never occurred to me before reading the book, A World Without Email by Cal Newport (Many thanks Carla Dancy Smith for co-leading last month’s book discussion on this and creating the discussion notes.) And, it’s so true, I’ve come up with email folders, filters, rules, automatic responses, etc., just to stay on top of this never-ending stream of communication...
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The book club discussion triggered my thinking about what we can do now to make email work for us. You may not be in a position to eliminate it entirely (although, some organizations have, believe it or not) but I challenge you to thoughtfully design another way to operate…or a way to love the one we’re with.

Making Email Work for Us: A Few Tips

  • Simulate the 'Friction' One of the challenges with email is simply the volume. It’s just too easy to send a message when a thought pops in your head. And as a result, we send and receive way too many. The fix: Here’s a thought exercise…Imagine there is more 'friction' when you send an email. Imagine having to get up from your desk, walk down the hall, catch your colleague in a free moment, and ask the question. If all of this effort were needed, would you still send it? If not, save it for your one-on-one meeting. Which brings us to our next point.
  • Maximize your Meetings A key way to eliminate many emails is to make better use of other means of exchange, for example meetings. The fix: Set the expectation with your staff about how you’d like to work together. Ask them to save their non-urgent questions until you meet 1:1 or as a team. Another option is to create a shared document where everyone can drop their thoughts during the week. Then review it to ensure the ideas are captured/addressed.
  • Take time to Triage There’s a big blind spot with email—we tend to underestimate how long it takes to organize info. In fact, many people answer messages as they come, without any real method for triage or thoughtful prioritization. The fix: Here’s an exercise you can do tomorrow morning. Time yourself as you are reading and organizing 50 emails in your inbox. Then dedicate that amount of time every day--actually block the time on your calendar--to organize your inbox. Organizing your emails is separate from actually responding to messages and will make all the difference in how much you feel in control of your inbox. The general rule, from David Allen’s Getting Things Done, is if it will take longer than 3 minutes to respond to an email, it’s considered a task. Therefore, you will need to block time on your calendar to complete the task.
  • Create Team Agreements on How to Communicate One challenge with email is that it tends to become the default, without regard for the other communications channels available. The fix: Team Agreements are a big help as it relates to communication norms overall. Working collaboratively with your team, come up with agreements on how you will use Slack/IM/Teams – versus email. Agree to revisit the agreements periodically, say when new people join the team.
 
I hope this short list gets you thinking…and do let me know what works for you, as you rethink how email can work for us!
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    Laura Mendelow
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