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The art and science of apologies – at work and beyond

12/6/2021

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Like many moms, I usually schedule my two boys’ doctor’s visits or dental exams on the same day. There’s a sure-fire way I know if the person at the front desk (i.e., the one who checks us in and takes our names) is really in the moment. 
 
You see – my boys have the same birthday, three years apart. When I check in for appointments, I can always tell if the person at the desk is really ‘in the moment.’ They will comment on the boys’ dates of birth. (“Is this an error?” “What are the chances?!”) If they don’t notice the coincidence, it’s likely that they are just going through the motions. Or they are distracted. Customer service win if they notice!
 
I was thinking about being in the moment as I have been tuned into the art and science of apologies. So much of being able to apologize to someone is about taking notice of the misstep you took and the harm you did to the other person. It’s also about being present to notice the other person’s reaction, and to know how to approach an apology.
 
Our book club book this month was The Five Languages of Apology: How to Experience Healing in All of Your Relationships, by Gary Chapman and Jennifer Thomas. Apologies are part of every relationship, at work and beyond. If you’re in a customer-service role, apologies are critically important—nearly every day! In other work settings, addressing issues as they arise, and not letting feelings get hurt or issues fester is critical to a work culture that values every team member and motivates you to come to work—and put in the discretionary effort. This book is excellent and provides guidance for how to ensure an apology is received and does the repair work it’s intended to do. (For more about the book, check out the discussion notes on the book club portal.)
 
What are some strategies for effectively apologizing? Here are some of my insights…
 
Elements of an Effective Apology: Three Take-Aways
  1. Be Present – “Sorry” can be a quick comment when you bump into someone on a crowded street, but for bigger issues, an apology must be offered with intention, when you are truly in the moment. In the age of distraction, and with so much competing for our attention, being present is the fastest way to be the most thoughtful and genuine person in the room. And apologies are not a time for going through the motions.
  2. Get to the Why – You must first understand why someone is upset—then you can offer an apology worthy of being accepted. Imagine a customer-service interaction where a customer is calling in to check on the status of an order. They could become irate because their call keeps getting passed along and transferred from person to person. That could be the real issue that needs to be acknowledged, not the delayed product delivery.
  3. Con-front – If you break down the word “confront,” it means to face something (‘front’) together or with (‘con’) someone. At its core, it is much more about working it out than it is about fighting. Much of this has to do with communicating with someone, versus to or at someone. And listening.
 
Finally, a re-frame… While apologies can be uncomfortable and stress-inducing, reframe it. They are a chance to connect with someone, and to demonstrate to them just how much they mean to you.

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Listening for the noise – Is the secret to quiet the noise, or to learn to hear it?

11/5/2021

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When you think of “noise,” as it relates to our ability to make good decisions, what comes to mind? For many it is “distractions.” As you get a bit deeper in the topic, you’ll find that it’s also about bias. In the book Noise: A Flaw in Human Judgment, authors Daniel Kahneman, Olivier Sibony, and Cass Sunstein present years of research studying human decision-making. They define noise as “unwanted variability” in judgement.
 
If you missed the book club discussion this month, check out the fabulous notes by Maggi Cary on the CliffsNotes Book Club portal. The top-line summary is:

  • Noise is unwanted variability in judgment that can cause economic loss, errors, and injustice.
  • Judgment is a conclusion that can be summarized in a word or phrase. Judgment is the result of our deliberations.
  • Wherever there is judgment, there is noise--and probably more than you think.
 
What’s the big deal about noise?
 
The examples shared in the book are bone-chilling. The authors share examples in variability among sentencing terms—based on whether the judge has eaten or not, and depending on the ambient temperature in the courtroom.
 
It made me think that, even if we are not, as judges are, in a profession where our work can determine someone’s fate, there is no doubt that our daily decisions and interactions have impact on the people around us, at work and beyond. A bad night’s sleep, a health scare, or even a run-in with someone’s road rage may have some emotional spill over into our work, and may cloud our judgement as we may decisions on which vendor to select, who to promote, or how to receive an offer of help…among others!
 
How do you quiet the noise?
 
In the book, the authors offer strategies to promote “decision hygiene.” Among the tips, they suggest that you use algorithms, data, statistics where possible; resist the urge to follow intuition; and leverage third-party reviews and compile the results. Process and criteria are your friends when it comes to consistency in decision-making.
 
Taking a step back, I would offer my biggest takeaway. It’s that I now to listen for the noise. My awareness is more tuned into it, and this can help me to pause and check myself.

​When you hear the noise – Three questions that can help

  1. What is on my mind, aside from the task at hand?
  2. What process can support me in making a good decision?
  3. What factors are influencing my decision, and is that the right set of criteria?
 
Let me know what works for you, and how else you manage to lower the volume on the noise around us.
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Who ever said that professional = serious. The case for laughter in the workplace

9/24/2021

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A RIDDLE: ​

It’s the best medicine, and we take less and less of it as we age.   

ANSWER: Laughter, of course.

Research tells us that we laugh less and less after age 23. Is it a coincidence that, for many college graduates, it’s around that time that they enter the workplace full-time? Depending on the culture of your work environment, you may avoid humor all together. Fear of being perceived as unprofessional or disrespectful can make us stiff, hyper-correct, and overly-serious. This phenomenon has been called the “humor cliff.”
 
Join me in a movement to bring back the laughter!
 
Book Club this month dove into the book Humor, Seriously, by Jennifer Aaker and Naomi Bagdonas. This book builds the business case for laughter in the workplace, and it’s pretty compelling. In a nutshell, humor at work increases our sense of connection and generates more creative ideas.
 
So how do we inject fun back into the workday?
 
There’s no need to take a comedy class, memorize jokes, or dress like a clown. It’s not performative humor; it’s about levity—which is much more simple and much more accessible. I rounded up a few fun examples:

  • Employee awards are a great way to get spunky and creative. For example, create an award of white tube socks to someone who “knocks your socks off”—make this a weekly or monthly recognition.
  • Bringing levity to a group meeting or training can open people up and allow them to share more about real challenges. To set the tone from the start, one can share a quick story in your introduction. It may be about an experience from the weekend, the weather, or a show you watched the night before. It’s a way of modeling humor and giving others permission to lighten up.
  • One book club participant manages to weave in this statement during interviews, “You’re only perfect when you are born and when on a job interview” to help the interviewee relax a little.
  • Inside jokes are a great way to build levity at work. The key to generating them is noticing something, and then sharing it. Years ago, back in the days of dressing for work, one of my colleagues forgot to change into her dress shoes and, after a 1.5 hour commute, arrived at work in fuzzy slippers. You better believe we milked that for months!
  • Consider the physical space in your office. At book club, someone mentioned an organization that calls the conferences room different business buzz words such as, “Let’s unpack this.”
  • A ‘bad-ideas brainstorm’ can get the whole room laughing, and it can also truly support risk management as you think ahead to what might derail a project or initiative. Try it with your most serious PMP-certified colleague!
 
Modeling levity is important at home, too. My husband and I have always made it a point to laugh together. My family loves to watch shows such as Impractical Jokers. We have been known to invent games such as “soap soccer” (which involves a tarp and soapy water, however it’s not recommended) and balloon tennis (turns out you can hit a balloon VERY hard with a racket, and it won’t break - great for releasing some stress too!). Whether your children are toddlers or teenagers, laughing together, and showing your kids that you can laugh at yourself, is a great way to connect.
 
The bottom line is that levity takes the pressure off. You don’t need to be a stand-up comic to tell jokes. A little laughter can go a long way toward strengthening relationships at work and getting everyone in the right mindset for a productive day in the office, and beyond.
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Stuck in the middle: How today’s leaders are navigating the transition back to the office, while honoring their team members’ needs and the business needs

9/1/2021

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​You’ve likely seen illustrations that depict the sandwich generation, where many are caring for aging parents at the same time as raising their own young kids. This sandwich is reminding me of a dynamic at play with today’s leaders. Leaders are stuck in the middle between what their team members are asking for and what their company is mandating. As many organizations are returning to the office, and in some cases mandating in-person office and meeting time, leaders are looking to honor what their employees want and need, and adhere to the company policies. The transition back to the office is causing leaders pressure to lean into what feels like competing needs.
 
How do you hold that balance between what employees are asking for and what the organization needs? This balancing act is not unique to the transition back to the office after months of telework. And it’s not new to leaders. It also shows up in career conversations, where you have to find that sweet spot between an employee’s talents and passions and the direction of the business. Yet a year-and-a-half into the pandemic, our resources are spent.
 
Stuck in the middle is not a good place to be, but how are the best leaders handling it?

Polarity Map: Here’s a tool that can help.

I have shared before how polarity thinking can help you navigate a situation in which there are seemingly two opposing forces or poles. Knowing how to identify the polarity, and understanding the upsides and downsides of each pole, will help you lead through the tensions.
 
As you consider the company policy, the poles may be Customization and Standardization.
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On the one hand, you run the risk of making too many exceptions for individual team members, and on the other hand, you run the risk of being too rigid and adhering to the rules for the sake of the rules.
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Every employee’s situation is unique, and may require some customization or flexwork arrangement. Sometimes you need to advocate for the team member, and push back on the policy. Other times, you may need to help coach someone out, if they are no longer a fit for the organization. Knowing the polarities at play will help you navigate the situation. 

Here are some considerations…

Considerations: Customization
As with so many leadership challenges, it starts with asking the right questions. Leaders need to get curious. Ask questions re their team member’s individual needs, and how they are working best, in what environment. Some people can’t wait to go back to the office. Others have a stomachache just thinking about it. Get in tune with each person’s needs.
 
Considerations: Standardization
Many companies are writing clear and precise policies about returning to the office. Behind these policies is an attempt to demonstrate and help ensure the team can get the work done, safely. Familiarize yourself with these policies and understand why they’re in place. Talk with your senior leaders if you disagree with an approach and ensure you’re aligned with your management team.

Beware of the traps!

If you are overly focused on one or the other of the poles, you are going to be at risk of falling into a trap. As I work with leaders during this time of re-entry to the office, here are some of the traps I have been hearing about:

1. 
Making Magic
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What I have heard: Many companies are now requiring that their employees return to the office. With this new emphasis on standardization, some employees are resisting and feeling a lack of concern for their individual needs. They’re pushing back and saying that there must be a “reason” to meet in person, and expecting the leader to make it “worth their while.” Managers have said they’re now feeling this new pressure to come up with the magic formula to keep employees satisfied when working in-person.
 
What you can do: Lean into customization...but not too far. Don’t fall into the trap that you, as the leader, have to come up with the magic plan to make it worth their while AND honor the fact that they are expecting customization in how they now operate as a team in-person. Instead, work in partnership with your employees to create a customized plan. Ask what they need to make it worth their while (customization), and ask them to contribute the process, too. Perhaps your team decides to have designated outdoor collaboration sites or they want to arrange potluck lunches. Whatever the plan is, develop it together and share the responsibility for the customized workplace they desire.

2. No Time to Meet
What I have heard: Another potential risk is making too many exceptions for individuals on the team. If you’re over-accommodating to the needs of individuals, you may end up in a situation where no one can schedule a meeting because everyone has a unique schedule, with no overlapping time between 9 to 5. This may seem like an exaggeration, but it’s a real example.
 
What you can do: Lean into standardization. Let the team know the boundaries and expectations and the importance of creating standards across the team in order to be most productive. Engage with the entire team to set team agreements on what will work best across the team. They may decide that everyone comes in on Wednesdays or when you’re off the clock, you make exceptions to attend certain meetings. The more the team engages to develop these agreements, the more likely it’ll stick.
 
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If you’re feeling stuck in the middle, the polarity map can be a great tool to help you get unstuck. Draw a sideways figure eight on a paper and jot down your own pressures and fears. Think about the questions you can ask to help get clarity and to help find the right balance.
 
Related Resources

Webinar on Leading Remotely
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Which comes first, happiness or success? Secrets from positive psychology to help you exceed your own wildest expectations.

7/26/2021

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If I told you that I have a secret that will instantly make you 31% more productive, would you want to try it? What’s more—there’s no cost, no nasty side-effects, and nothing illegal. You in?
 
The secret is positivity. Psychologists and neuroscientists tell us that taking on a positive mindset can boost productivity by 31%. If you have a positive mindset and you face a difficult situation, you see it as a challenge not a threat. Neuroscience tell us that when you’re in a positive mindset, your brain releases dopamine, which turns on the learning centers. It increases your capacity to see the possibilities, to creatively problem-solve, and to get through it, whatever 'it' is.
 
So which comes first, success or happiness? Many people think you have success and then happiness will follow. Instead, it’s the opposite. You choose happiness, then success follows.
 
If it’s that easy, then how do we flip the switch?
 
In this TED Talk by Shawn Achor, author of The Happiness Advantage: The Seven Principles of Positive Psychology That Fuel Success and Performance at Work, you'll learn few tips.

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​Exercise, meditation, and a daily gratitude practice are among the strategies.

​Not sure where to start? One of the tips is something you can try right now. ​

Take a moment and jot down three things you are grateful for. Every day for 30 days, jot down three more. Each day, your list must be three new things. You will quickly accumulate a long list and increase your capacity for appreciation. You’re rewiring your brain for happiness.

​Check out Achor's book or the 12-minute 
TED talk for more details and inspiration. What helps you to flip the switch?
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Are you still unclear on how to further Diversity, Equity and Inclusion (DEI) in your organization? Start where you are…

6/30/2021

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It was Arthur Ashe who said, “Start where you are. Use what you have. Do what you can.” It’s been over a year since the death of George Floyd. In the workplace and beyond, more and more people feel the urgency to make positive change, and to do their part for social justice. In my work with leaders, I find that many are informed, motivated, and outraged, but remain unsure of their next steps. The quote from Arthur Ashe is a great one. Start where you are. What could that look like for you?

Here are three ways  to start where you are...

1)   Fully leverage your people data

If you are in an organization that sends out a company-wide survey annually or every other year, you have valuable data right at your fingertips. Most managers will receive their team or business unit data, skim through the results and perhaps review the pluses and deltas with their leadership team. Lately, however, I’ve noticed a trend of managers getting curious. Even when the results are positive, leaders are willing to dig in further and slice and dice the data to uncover patterns.
 
In one case, a leader had received high ratings and still decided to investigate further. To his surprise, when he analyzed the data differently, there was a clear gender discrepancy in a handful of items. He reached out to MCG, and our associates conducted focus groups and engaged with the leadership team to implement specific strategies. The focus group themselves were powerful and appreciated by the staff. Staff were grateful that their leader cared enough to examine their results and get to the core of important issues. (In fact, one participant sent a personal thank-you, grateful for the opportunity to have such an open discussion with the team.)

Action: Even if you receive high ratings on an engagement survey, get curious and examine your company-wide data to see where you can improve.

2) Assess the organizational mood

Our book club discussion this month focused on the book Reinventing Diversity by Howard Ross. One of the most useful takeaways was Ross’ list of “12 Building Blocks for Culture.” It’s a really powerful list (see an abbreviated list of questions below). 

In particular, I was captivated by #6 on the list, “organizational mood.” Two questions Ross proposes for this area are:
  • What is the general mood of the organization?
  • What emotions come to mind?
 
Mood is similar to “climate,” and emotions are the weather, or what’s going on throughout the organization. As a coach and facilitator, I will be asking about mood to see what comes up for people. It’s an accessible way to enter into what can sometimes be a difficult conversation.

Action: Incorporate questions about organizational mood into your 1:1 or skip-level meetings.


 12 Building Blocks for Culture 
 With sample questions


  1. Organization Focus: Why does the organization exist?
  2. Leadership: How do they demonstrate their commitment to diversity, inclusion and cultural competency?
  3. Structure: What are the strengths in the way the organization is structured in terms of creating a diverse, inclusive, culturally competent culture?
  4. Financial Health: What is the financial health of the organization and how is it impacted by diversity, inclusion and cultural competency?
  5. Internal and external forces: Are the internal and external concerns that will now and in the future have an effect on the organization’s ability to be successful and how does diversity related issues affect those concerns?
  6. Organizational Mood: What is the general mood of the organization? What emotions come to mind?
  7. Relationships (Internal and External): Do people relate well across lines of diversity identity? How well do diverse people collaborate?
  8. Feedback Processes (Internal/External): How is behavior that is considered outside of the desired culture confronted?
  9. Knowledge Sharing: How does the organization utilize the collective knowledge of its diverse employee base? 
  10. History/Tradition: What are the historical origins and traditions of the organization?
  11. Organizational Learning: How are people developed in the organization?
  12. Personal Skills: What talents and skills are missing that the organization needs in order to be successful in today’s market?

3) Be flexible

In the book, Ross also talks about “cultural flexibility.” It is a systematic approach to incorporating an awareness of diversity and skills related to diversity into everything an organization does. I see this as integration.
 
Even in mature organizations, it’s important to notice where diversity skills and awareness of diversity is missing. Years ago, one of our MCG team members worked at a university with a big international focus. Many of the biggest majors had global curriculum, more than 20% of the student body had completed high school outside the U.S., and each semester hundreds of students studied abroad. Yet the post office on campus struggled to find the charge code to send a package internationally, and the employee phone lines (this was in the days of long-distance calling codes), did not allow for overseas calls. These were small annoyances, but examples that illustrate how an initiative must reach all corners of an organization in order to truly demonstrate cultural flexibility.

Action: Re-evaluate your processes and systems from your customer’s perspective, and notice what aligns (and doesn’t align) to your company’s DEI strategy.
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You gotta know when to hold em...What poker teaches us about life

5/25/2021

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This blog post begins with some desk-side Karaoke:
“You gotta know when to hold em…know when to fold them…know when to walk away…know when to run…”
(Sorry if it's now stuck in your head the rest of the day!)

I'm known in my family to constantly make up words to songs but, for some reason, Kenny Rogers’ The Gambler is one song that I memorized by heart when I was younger and haven't forgotten. I know it's cheesy but I always get the chills when he sings, "...in his final words I found an ace that I could keep." This song has been on my mind lately because of the book we reviewed last month in our CliffsNotes Book Club. We discussed Maria Konnikova’s book, The Biggest Bluff. It’s the story of a researcher who sets out to learn poker—to really master it—and through that experience, we learn a great deal about managing your emotions, bias, self-discipline, decision-making, and more. (A special thanks to Judy Dickinson for the awesome presentation!)
 
Why Poker? Poker, more so than other games, mirrors life. To win, you need a balance of luck and skill, much like in real life. Also, you have to make decisions in poker as you do in real life, with limited information. You can see your own cards, but what are the others holding?
 
I jotted down a few takeaways that are particularly useful for my work with leaders.
 
  1. Tilt: Love this poker term. It’s the emotional energy you bring from your last game into your next game. If you won, you may be overly confident heading into your next game. If you lost, you may be forlorn. The lesson? Either way, recognize what’s happening and manage yourself.
  2. Thin Sliced Judgments: We make judgments so quickly that we make mistakes. The research by Nalini Umbadi on Thin Sliced Judgements urges us to look for more info, to help round out our initial impressions.
  3. Don't be a Fish: We have heard the term 'card shark,' but what about ‘being a fish?’ In poker, if you play it too passively, or play it too safe, you are a ‘fish.’ The lesson in poker, as in life, is that, if you sit on the sidelines, you lose.
  4. Bad Beat: You win in poker when you make good decisions, and when luck is on your side. If you make good decisions, but luck is not on your side, it’s a 'bad beat.' As a soccer mom, the poker concept of 'bad beat' reminds me of the cry “unlucky!” in soccer. If you make a great shot at goal, and it hits the goalpost, fans will shout “unlucky.” It’s an encouraging word to say, “shake it off!” Poker has a similar philosophy on handling setbacks. The lesson: Instead of dwelling on the 'bad beat,' bring your focus to the present, and on good decision making. 
  5. Poker Face, demystified: It turns out that there’s no such thing as the art of the tell. In The Gambler, Rogers talks about knowing how to read faces, and what we learn from Konnikova is that it’s the hands—not the face—that can reveal how a person is feeling. Who knew?! In book club, this prompted discussion of Paul Ekman’s research on Microgestures.
 
To learn more about the book, check out this Atlantic article, this NPR article, and the notes Judy prepared, on the portal.
 
What have games taught you about life?
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What Tetris  Teaches Us about Aligning our Values and  Actions

4/30/2021

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​Let’s face it. We’re busy. It’s easy to fall into the autopilot of DOING, and not remembering to check in with yourself to ask – Am I also LIVING my values?
 
Last month’s book club session was on Designing Your Life, by Bill Burnett and Dave Evans. It is the kind of book that speaks to you whether you’re seeking a new job, facing a transition, or  just in need of a personal check-in. The authors, Stanford Design Program professors, packed the book full of activities that are both fun and drive tremendous personal insights. (Check out the notes on the CliffsNotes book portal for more info.)
 
Build a Compass
One of the activities I found particularly useful is to build a compass to create alignment between what you believe in, and what you are actually doing. (The discussion of 'alignment' made me remember the game Tetris. We get so much satisfaction from creating these continuous lines that stack up so beautifully!) The compass activity is in three parts:
  1. Write a short reflection on your work-view
  2. Write a short reflection on your life-view
  3. Reflect on what you’ve written. Think about:
  • Where do your views on work and life complement one another?
  • Where do they clash?
  • Does one drive the other? How?

Hypothetically speaking, someone who values fun and connection and wants to create lasting family memories may be out of alignment when she can't manage to take more than two days off (and works for herself) and can't keep up with the laundry let alone plan a family vacation for winter break... you know, just as a hypothetical example. Seriously, though, we all get out of alignment, it's to be expected. These are the types of exercises to help us pause every now and then and get back on track. And it's important to focus on what action you want to take moving forward rather than get caught up on evaluating the past.

Maybe select one small change to get back in alignment. What would that look like?
After all, you’re a leader in your life—not just in one aspect of your life.
Leadership at Work & Beyond
The discussions about designing your life brought me back to how important it is to think about leadership in all domains of life. After all, you’re a leader in your life—not just in one aspect of your life. As I often say, it’s about leadership ‘at work and beyond.’ In working with leaders for decades, I find that this notion really resonates. It’s about being authentic and it’s about finding every opportunity to learn and grow.

​I rounded up some related posts on this ‘and beyond’ concept. Read on for more:
  • The Surprising Secret to Building a Culture of Continuous Improvement | This post focuses on mistakes, how organizations and individuals can grow by learning from them, and how to support continuous improvement in the workplace or at home.
  • The Fidget Spinner of Life: How to Create a Culture of Engagement | In this post, I provide an overview of how the Dynamic Engagement Model™  drives insights to support engagement at work and beyond.
  • Being Grounded: How to Build Confidence in Others | In this post, I outline tried-and-true strategies to help someone build confidence. The strategies are relevant to the workplace and parenting.
  • When You Ask Me for Tips on How to Delegate, Here’s What I Will Ask You Next… | In this post, I discuss the underlying psychological need for “control” which can hinder us from letting go of tasks, or delegating.
 
As always, let me know what resonates.
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Leadership Lessons from a Design Guru: Notes from Our Book Talk with Bruce Mau

3/30/2021

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Book club this month was a real delight. We heard from Bruce Mau, author of MC24: Bruce Mau's 24 Principles for Designing Massive Change in your Life and Work.

Watch the video of the highlights here!
 
In the book, Mau maps out his methodology and process for design, which has touched a wide range of projects in various industries. The 24 principles are both practical and thought provoking.
 
The first principle is: “First inspire. Design is leadership. Lead by design.” I have dedicated the past two decades to leadership development. This principle resonates with me because it gets to the core of leadership, which is about inspiring others.

As a leader, how are you inspiring others to think big and have the confidence and courage to act on their ideas?
 
During the talk, Mau shared that leadership is having the ability to envision a future and systematically execute the vision. Design has a methodology of leadership. It's about changing the context. It's about applying design principles to work through our most complex challenges.

See what I mean by inspiring others? 


What I’ll remember most about the session is that he’s a great storyteller and speaker. Here are just a few of the ‘Mau-isms’ that stuck with me:
  • We need to put LIFE at the center of design. Not HUMANS.
  • Definition of ‘Sketch’ – Low resolution ideas, fast and cheap.
  • Inspiration is the key. You can’t just TELL a client your idea. You must INSPIRE.
  • On listening – I need to take responsibility for what someone HEARD, not what I SAID.
  • The quality of a design is the quality of your life.
  • We need critical thinkers, not cynical thinkers.
 
I received the book as a birthday gift and will be going deeper into his concepts and the world of design. If you missed it, check out the video recording (30 min). So intriguing!

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Keeping Your Head Above Water: Lessons from Dan Heath’s Upstream

3/1/2021

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Also: What to do if you too often hit snooze on problem-solving, strategic planning, and other ‘important’ work—because of ‘urgent’ work

There are few things that coaches and facilitators (two ‘hats’ I wear throughout the workweek) love more than questions. Questions are the sharpest tool in our toolboxes—razor sharp, because we are always honing them. We know that how you frame a question impacts how the brain receives it. You can imagine my delight when, at book club this month, Laurie Shellenberger shared a new question set from the book Upstream by Dan Heath. In the book, Heath introduces the concept of “upstream thinking,” which is a way to look at the source or drivers for a problem, rather than the consequences of it. It’s a structure to consider complex and costly problems (e.g., Medicare spends a fortune on hospital visits that could be prevented). As you look at your most important strategic issues, consider Heath’s questions.
 
Questions for Upstream Thinkers
Problem-solving questions from Upstream by Dan Heath
1.      How will you unite the right people?
2.      How will you change the system?
3.      Where can you find a point of leverage?
4.      How will you get early warning of the problem?
5.      How will you know you’re succeeding?
6.      How will you avoid doing harm?
7.      Who will pay for what does not happen? 
 
How to Make Time to Look Upstream – Separating the ‘Urgent’ from the ‘Important’
As much as I love Heath's questions, I realize it’s only half of the plan. It’s one thing to have a great set of questions. It’s entirely another to carve out space and time for the ‘Upstream’ conversation. In other words, if you really want change to happen, you have to invest in time for strategic conversations. This is where I see many of my clients suffer.
 
Plan as we may, there’s always something unexpected that creeps up. It can be a challenge to handle urgent needs and carve out time for strategic, long-term priorities. I get it! The most effective leaders plan for both the urgent and important tasks (both planned and unexpected). Here are three simple steps to help you get started in managing this tension so you can make real change happen.
 
Step 1: Audit
From a workload perspective, survey yourself and see how you are spending your time. This may be a quick calendar audit exercise. As you look at the months ahead, ideally you have a healthy mix of items including:
  • Tactical check-ins, status meetings, risk reviews
  • Project- or team-level discussions and offsites
  • Leadership meetings to align on priorities, acknowledge shifts, discuss trends
  • Career conversations, 1:1 with your direct reports and your own mentors/advisors
  • Networking time to cultivate relationships and gain inspiration
 
Step 2: Analyze
As you look at how you’re spending your time, ask yourself, “Does each item have a purpose?” Gain clarity on the purpose and value of everything on your calendar. If not, what can be done? You want to get to a place where you make time for an offsite or strategic planning session and have peace of mind that you’re handing the “urgent” items in daily huddles, etc. Relentlessly edit your calendar to make this happen.
 
Step 3: Act
Aside from the 'edits' mentioned above, taking action could look like this:
  • Renegotiating with key stakeholders. Let others know that you are looking at your time closely and want to make adjustments. Find out if some of your commitments can shift. Ask: Can I send a delegate to abc event(s)? Is my presence needed at xyz meetings?
  • Create processes with accountability checks baked in. For example: I know I won’t review my schedule proactively on my own. Instead, I schedule meetings with my assistant, so we review the calendar together consistently.
 
At Work and Beyond
Yes, please try this at home! This approach works at work and beyond. If you were to map your personal and family time to the purpose and value, what would you find? Ask yourself:
  • Are we engaging the way we want to?
  • Are we having the experiences we want to? Cultivating the traditions we want to?
  • In ten years’ time, will we have regrets?
 
You know the steps! Walk through them. Pro tip: You might not want to call your family members ‘stakeholders,’ but you can do a verbal dance around that.
 
Let me know how you’re doing managing the ‘urgent,’ and how these tips help. As always, keep the feedback coming!

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Experiencing Zoom Fatigue? Creative Icebreakers to Spark Joy at Your Next Virtual Meeting

2/1/2021

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“How do tangible things create an intangible feeling of joy?” This is the question Ingrid Fetell Lee explores in the book Joyful, our January book club discussion topic. I have been “joyspotting” in the weeks since the discussion, noticing how even seemingly mundane things like a bundle of colorful new markers on my desk can spark a moment of joy.
 
(It was a great discussion, and you can check out the notes on the In the Know portal. Also check out Ingrid Fetell Lee’s TED Talk.)

While the book focuses on visual queues or environmental factors that spark joy, I have also been noticing joy in other places. In meetings, for example, there’s something indulgently delightful about a surprise moment of connection.

My team and I work to create these moments through activities such as icebreakers and even a creative way to do round-robin introductions in an otherwise perfunctory, predictable meeting. It could be the creativity, the unexpected “break” from the agenda, or a combination of all of the above…but it surely is joyful. If you were to measure the audio volume in a meeting, you’re sure to hear laughter (and overall less multi-tasking/more engagement) as well. As one client reminded me this week, these fun activities also go a long way toward building relationships and trust, in case you need a bottom-line driven reason to invest the time in a seemingly “off topic” agenda item.

To help you get started, and because we all need to spice up our Zoom game this many months into the pandemic, here’s a fun list of icebreakers you can try out. Let me know how it goes!

Icebreaker Recommendations for Your Next Virtual Meeting
We are all working hard to keep Zoom exciting. I recently pulsed a group of coaches and facilitators and added to my bag of tricks. Here are a few you may wish to try.
  • Photo theme. Assign a theme before the meeting (e.g., Island Paradise, Food, Fashion). Show a picture in your virtual (Zoom) background that relates to the theme.
  • Create a playlist. Work with the group to decide on a theme and request songs related to the theme such as your favorite TV theme song, or favorite song to work out to, or favorite song for relaxation. Choose a different song to open each meeting. Let the members guess who selected the song. Send out the playlist to everyone.
  • High/low. Ask everyone to share one high point and one low point (professional or personal) since our last meeting.
  • Weekend movie. For Monday morning meetings, send a link to a movie for them to watch the weekend before. Mail blankets and popcorn to each person’s home. Open the meeting by talking about the movie. If you want to get really clever, select a movie that relates in some way to your team's strategy.
  • Quick chat box openers
    • What are you binge watching these days?
    • What word do you hope you do not hear in 2021?
    • Favorite podcast or book or music?
    • If you could have any fictional character as your friend, who would it be and why?
    • If you could magically become an expert in any other field, what would that be?
    • What has been one great “discovery” during quarantine? (e.g., peppermint ice cream, personal work style insight, etc.)
    • What is now part of your new routine? (e.g., “I realize I need to walk my dog more often”)
  • Personal artifact. Bring one artifact to the next meeting that represents something about you that others may not already know.
  • Inspired>bored. Ask everyone, Where you on a scale from “Inspired to Bored?” – Assign numbers (+3 to -3). Ask the same question at the start and end of the meeting.
  • 3 words. List three words to describe our last offsite or team meeting.
  • Moments of pause. Add to your agenda a “moment of pause” at the start of each meeting. These are brief (2 mins or less) random “shares” that could include a short video, a funny commercial, a meme, a cartoon, a poem, a video of an artist, the more diverse the better! Your group can establish the criteria (e.g., stay within the core values, nothing political, etc.) but try not to create too many limits. This not only allows for a pause from one meeting to the next but adds creativity, diversity, and connection among the group members. Once a person shares, ask them to select the next person to open up the next meeting.
  • Use mentimeter.com to create visually interesting questions using scales and word clouds. (Use some of the questions in this list to get you started.)

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What The Jetsons  Could Not Teach Me  About Living  In the Future - Reflections on 2020

12/23/2020

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Happy New Year! When I was a kid, 2020 was THE year of the future. I can remember a school assignment where we were asked to write about the year 2020. Influenced greatly by The Jetsons, I imagined flying cars, eating pills instead of food, and holograms everywhere. Little did I know at the time that the reality of 2020 is that I would rarely ride in a car (let alone a flying one), I would be eating way too much real food (and taking pills to help me sleep), and attending endless Zoom meetings (which, I guess is pretty close to holograms so maybe I got one prediction right). Thinking about the loss of loved ones, it is hard to think about anything positive in 2020. Yet, I am wrapping up the year with a sense of resilience and growth. Here are some personal lessons and reminders from 2020:

  • Have hope for hope: As I think about the family members left behind who are mourning from a loss of a loved one (due to COVID or other causes), I see their deepest heartache and also their deepest strength that helps them get by one day at a time. I once heard author Anna Whiston-Donaldson speak about her book, Rare Bird, a memoir of her 12 year-old son who tragically died in a flash flood near their home. She said something that I’ll never forget. “At the time of the tragedy, I had no hope. But I had hope that I would have hope again someday.” Hope is what gets us through the toughest of times.
 
  • Lean in to adversity: In our family, my 13-year old son was diagnosed with Type 1 Diabetes (T1D) out of the blue in September. This is an autoimmune disease that you have to manage 24/7, and it was quite an adjustment for our entire family. Through his experience, he uncovered a need and ended up creating an app that other T1Ds could use from day one of diagnosis to make their lives just a little easier. The app, T1D1 (Type 1 from Day 1), went live and has almost 10,000 downloads. He receives letters each day about how he’s improving the lives of others. His resiliency has truly been an inspiration to all! 
 
  • Turn challenges into possibilities: Some time this spring, as the reality of working virtually sank in, I had a “oh shit” moment. Building an entire career around experiential, hands-on learning, I thought to myself, “How am I ever going to lead a meaningful workshop again?” Turns out this was the exact challenge I needed to push me to think more creatively and dream up new ideas of what’s possible. I quickly learned the latest technologies and began experimenting with new ways of engaging online. I honestly should be getting a commission from Miro based on the amount of times I’ve showcased that tool and how I’m using it. It brings me so much energy to tap into my creativity and reinvent learning and development in the virtual space. In many ways, the overall learning experience has improved for my clients.
 
I hope you can sift through the hardships and the heartbreaks of 2020 and find some glimmers of hope and happiness. Wishing you and your family all the best.
 
Laura

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Building Resiliency through Personal Triumph. Writing a Personal Pep Talk, Pandemic-Style.

11/23/2020

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“How the @#*! am I going to get through this?” It’s a question I hear a lot these days—from the leaders I work with and also (admittedly) from the voices in my own head. It’s not the kind of question that generates creative brainstorming and explore-the-possibilities thinking. While it does not feel good in the moment, it’s these situations that build resiliency for the future. All you need is one seed of hope.

With that backdrop, in book club last month, Chris Westbrook led a discussion on Leadership in Turbulent Times by historian Doris Kearns Goodwin. In the book, the author presents details of the leadership journeys of Abraham Lincoln, Theodore Roosevelt, Franklin D. Roosevelt, and Lyndon B. Johnson. She talks about how these four American leaders recognized leadership qualities in themselves and how they showed up as leaders to others. (Check out the portal for Chris’ discussion notes.)

It was interesting to hear about how, while the four presidents’ leadership styles were different, there is a lot of overlap in leadership behaviors and traits such as their storytelling ability, political acumen, empathy, and ability to learn from their own mistakes.
 
But perhaps what was most eye-opening for me is hearing about how these four presidents each faced major adversity and hardship early in life, such as professional humiliation, loss of loved ones, and health struggles. In a word, they were resilient.
 
Reflecting on the presidents’ challenges, the discussion naturally turned to the “how the BLEEP are we going to get through this?” question. The pandemic is on everyone’s minds, and it is no wonder any look back at history and the seemingly unbelievable challenges in the past can inspire both fear and awe!
 
When I work with leaders who are feeling stuck, I invite them to do a little digging. Each of us has overcome something in life, at some point. Taking time to access your success stories allows you to draw on that strength, and move forward—in those moments when the weight of the problem is holding you back. This is our personal reservoir of resilience. It’s what gives us the hope we need to manage the struggle du jour, get clarity, and recast a vision. We all have these seeds of hope, but we don’t all honor and recognize them.
 
Ask yourself:
  • What about this situation is similar to something I overcame in my past?
  • How did I get through that tough situation in the past? (Think about your mindset, your support system, your attitude, the resources you had access to.)
  • What can I apply from that situation that may help me overcome this one?
 
Yeah, exactly! That! That’s the seed of hope. Hold onto it. You got this!


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When you ask me  for tips on how to delegate, here is what I will ask you next...

10/27/2020

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​"Good grief." It's times like these that no one better than Charlie Brown can put into TWO (G-rated) WORDS exactly what is on our minds. Whether you have school-aged kids at home, are helping to care for loved ones, are managing challenges at work or are looking for a job, (or some combo thereof) we all have a WHOLE LOT going on. When we emerge from our TV binges—Charlie Brown holiday specials, or whatever else provides a few moments of mental respite—we find ourselves juggling so much on the home front, that it can be hard not to bring it to work. 

At book club this month, we discussed Mike Robbins’ 
Bring Your Whole Self to Work. The book provides perspective on, in a nutshell, how we work best when we can be ourselves. Every workplace out there has a culture, a set of written and unwritten rules for success, and some are better than others at allowing for employees to be authentic. Robbins urges us to be authentic and share about ourselves—that is, open up about what really makes us tick—when we enter the doors of the office, or the Zoom meeting room, as may be the case for most of us these days.
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The discussion we had at book club is related to something I often speak about in coaching sessions and in trainings. We all have some basic psychological needs that, when met, make us feel more motivated and more engaged.

As an aside: This holds true for adults and kids alike. That's why the principles that we teach leaders in the workplace also work for relationships outside of work.

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“Feeling empowered,” for example, is one of the three foundational needs in the Dynamic Engagement model, along with "feeling valued" and "feeling connected." The underlying psychological need is related to control. When people feel they have a sense of autonomy, they feel they have control over their decisions. When a person feels that they are not in control, they could end up feeling helpless and spiral downwards quickly.
 
The challenge for leaders is learning how to step in and set guardrails/structure for others while also stepping back and allowing people to create/innovate. Many leaders struggle with this tension and often ask for tips on how to delegate. However, we suggest before jumping to the mechanics of learning how to delegate, you think about why it may be hard to delegate. It's worth investigating some time thinking about why it may be so hard for you to let go. In working with so many leaders over the years, I've heard a variety of reasons as to why people struggle with delegation. For example, some people struggle because they don't want to risk damaging relationships and burdening others by putting more on their plates. While others don't fully trust that their employee is capable or able to think critically about key decisions. And, then there's some who simply don't want to give up control.  We work with leaders to look beneath the surface and uncover the why. First address the why, then address the how. We encourage you to do the same.

The next time you're feeling overwhelmed, see if there's a way to delegate to others (in your professional or personal life). And, if you find yourself hesitating to delegate to others, pause for a moment to think about the why and address those challenges first. As always, we love hearing from you and finding out what works. Keep us posted!
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How to be an antiracist? For now, there's no action needed, just start by thinking differently.

8/28/2020

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I recently met with a client who had completed the DiSC personality assessment for the first time. So naturally I asked, what insights or learnings have you applied since taking that assessment? The answer was surprising. She said, "Honestly, I've been so busy, I have not have much time to do anything differently." I was confused by this comment at first, and then realized why. The DiSC is a mental model. From my perspective, the most powerful piece of the DiSC model is that it helps one understand and appreciate differences. It's not about carving out the time to DO something, it's literally about thinking differently about others. Having more empathy, being more open to a new viewpoint, or, if you really want to go out on a ledge, actually agreeing to a different approach that you typically wouldn't support. After explaining this to the client, she replied, "So you're saying, it's not that I have to DO anything...I need to BE different."

That's it! Well, at least that's the first step and then, once your mindset changes, your behaviors shift, too. This concept of reflection and challenging your own assumptions (rather than focusing on immediate action) was also the message I walked away with after hosting a community discussion on Race and Racial Inequity.

It's a good rule to follow, in general: When you receive the gift of some big insight, sit with it for a minute.
 
Taking the First Step: Self-Reflection and Education
Three months have passed since George Floyd was murdered. Many people are thinking to themselves, what I have done to change my ways? How am I contributing to change or taking action?
​

I recently came together with a group of people who have these same questions. It was our intention to reflect, regroup, and move forward. Led by facilitators Dana Karp and Anita Hinton, this group was thoughtful and smart and motivated and had feelings of being both hopeless and hopeful. 
​
We all listened to this interview with Brené Brown and Ibram Kendi, author of the 2019 bestseller How to Be an Antiracist, and then shared our responses to these reflection questions:
  • What emotions did you experience when listening to the podcast?​
  • What truths or confirming ideas surfaced for you?
  • What was the most impactful surprise?
  • What are you most curious about now?
  • What are you discovering about yourself through this podcast and from your experience with the country’s current racial tension?

You'll notice that the questions were crafted around reflecting on one's own reactions, thoughts, and emotions. This was very intentional. The facilitators have learned that any movement or action must begin with self reflection and education. Once you do that, you will get clarity on actions to take. 

​It was a great model for a difficult discussion. We first broke into smaller groups where people felt free to be more vulnerable and then we engaged in a large group discussion with almost 50 people on the call. 

The takeaways for everyone were unique, of course. I can only speak for myself. I commit to keep pushing myself into the uncomfortable conversations and continue to educate myself on the things I didn't even know I didn't know. Inspired by our discussion, I ordered the young adult book, Stamped by Jason Reynolds and Ibram Kendi, and read it on our vacation last week in the hopes that I could pass this on to my High School and Middle School aged children. The authors jokingly repeated that, "This is NOT a history book" so the young adults would actually read it. But I assure you, this was the best history book I've ever read. So eye opening to the impact and intention of policies that I knew nothing about. This book helped me to see the systemic issues that were in place long before the U.S. was even established. 

Diversity Resources to Check Out
The other powerful outcome that resulted from this group was a list of resources generated by this group. Click on this link to access the list of suggestions ranging from podcasts to books to movies all in service of educating ourselves further. And, if you have other recommendations to add to the list, let me know... I'm continuing to add to it and will keep the list updated. 

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Move over empathy, here comes compassion

7/29/2020

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“Move over bacon, here comes something leaner.” If you were watching TV in the U.S. in the 1980s, you may recall this commercial for Sizzlean. (And you’re welcome for the trip down memory lane.) It came to mind as I participated in the virtual Mindfulness Summit and watched the session on “Choose Compassion over Empathy.” The topic is something which my brain framed as “Move over empathy, here comes compassion.” Based on neuroscience research, there is discussion that empathy can lead to emotional exhaustion, whereas a focus on compassion can lead to a sense of love and affiliation. There’s a move to focus on cultivating compassion. This blog post has a brief summary of the research. 

I haven’t read all the research behind this discussion in depth, but I’m struck by the “either/or” mindset at play. I also found it interesting that compassion, as they propose, is the action of doing something for the person, even if it’s simply sitting with a person who is in need. The action, rather than feeling (as is the case with empathy), is what contributes to the goodness.
 
I can understand why engaging empathy is potentially problematic if when one is overusing empathy to the neglect of something else. I’m not convinced, though, that you can feel compassion if your body doesn’t first pick up on empathy. I’ll use a real example from my family. When my son was very little, he had a hard time reading social cues. We had to teach him that if someone else gets hurt, you say, “Are you OK?” And then if they’re not, you might follow up with, “Can I get you some ice?” This may seem robotic, but it was a very important part of the process to help our son begin to connect the dots, and connect with people. We worked with him to know that, when you see others suffering, you respond, you reach out…
 
I think what’s behind the recent empathy/compassion debate is that people are viewing empathy as getting too wrapped up in another person's emotions and then not taking action and/or not setting the appropriate boundaries to protect yourself from burnout. In other words, taking on another person's suffering. While I agree that it’s a real risk, the upside (when leveraged well) is that empathy allows you to see another person’s point of view. Compassion is what happens as a result. To me it's more sequential.
 
Set me straight on this, will you? Would love to hear about your experiences.


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How to do work differently?   Get creative.

6/23/2020

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Many people are now asking, what can I be doing to support Black Lives Matter? From a workplace point of view, one way to make a difference is to do work differently. Go about the same work, tackle the same problems, but do it in a way that may be more inclusive than you have done in the past.
 
Earlier this month, I facilitated a book review of Creativity Inc., written by Pixar’s co-founder, Ed Catmull. After accomplishing his career goals of making a full-length, animated feature film, he then turned his efforts towards a new goal – creating an organizational culture of creativity. He views creativity as the magic that brings people together and produces exceptional outcomes. At Pixar, he made it his primary goal to explore, analyze, experiment, and evaluate how to build a culture of creativity. Even if you don’t work for an exceptionally creative organization, there are many things you as a leader can implement—or simply experiment with—on your own team. This creative mindset leads to an openness to experiment and do work differently.

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Some Nuggets of Inspiration from Ed Catmull of Pixar Animation

  • Give everyone, at every level, the freedom to ‘problem-solve without permission.’ Encourage people at any level to manage the problems they encounter and take ownership for the solution. Catmull explains that a mistake he had made in the past was to confuse the organizational structure with the communication structure. What are some biases that you may have about people at different levels in your organization? How have you prepared your team, at all levels, to think analytically, problem-solve, and identify solutions? When you encourage others, at any level, to take ownership your team not only feels valued but you, as the leader will be able to focus your attention on more strategic matters.
 
  • Protect the ‘Ugly Baby.’ Catmull recognizes that amazing ideas rarely start out as amazing. He knew from past experience that most great ideas start out as ordinary ones—or worse. Those ideas that “got to great” did so because they were nurtured. Catmull explains that you have to nurture and protect your ‘Ugly Baby,’ his term for budding creative ideas, so they have a chance to blossom. From a diversity standpoint, think about who you often turn to for new ideas. Is it always the same people? Whose ideas are heard? In what ways can you broaden your scope to bring in more diverse ideas? How do you create a safe environment for people to toss out half-baked ideas?
 
  • Focus on the team, not individual talent. Catmull worked with a team of amazing creatives. Yet he says the power of the company was in the composition of great teams, more so than the presence of individuals with particular talent. If you give a good idea to a mediocre team, they will screw it up. If you give a mediocre idea to a brilliant team, they will either fix it or throw it away and come up with something even better. How are you investing in your team? Do you leverage the differences on your team or do the differences hinder performance? Do your team members know how to have healthy debate while preserving relationships?
 
Check out the book for more, or check out my discussion summary on the In the Know book club page.
 
What’s coming up for you? I challenge you to experiment and think about what you have influence over to create a more inclusive and diverse working environment. Let us know how you’re doing work differently.

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Reboarding: How to rebuild our new normal

5/27/2020

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As offices across the U.S. are preparing to re-open, in full or partial capacity, many organizations are grappling with how to make a smooth transition ‘back.’ But what does that look like? Readiness checklists, cleaning protocols, and safety guidelines, no matter how clear and well researched, just won’t be enough to help with the human side of reboarding. How can leaders help employees feel safe, connected to the mission, and engaged?

In recent weeks, anticipating these questions surrounding the transition back to the workplace, I started a collaboration with my client, Patty Starr from Health Action Council and Amy Swanson. We reached out to a group of individuals who have experienced significant life transitions or who have lived through disruptive life events—to see what they could share with us about what helped or hindered them, and what supported them as they transitioned out of the crisis period. For example, we talked with Andrew who was at the epicenter of the SARS outbreak in 2003, and Assem who was a child in Beirut during the Lebanese Civil War (1975-1990). Their reflections and stories were powerful and insightful. We then worked to translate the lessons learned to today’s workplace—to help leaders looking to build a reboarding plan.
 
Five Core Tactics
Our findings are presented in an article entitled Reboarding: Learning from the Past to Prepare for the Future and a related webinar, where we shared additional stories and insights that didn’t make the editor’s cut.
 
We identified five core tactics that are key to a successful reboarding plan that puts people first. These are:
 
  1. Get back to basics
  2. Mind your mind
  3. Communicate, connect, and co-create
  4. Celebrate
  5. Get ahead of the game
 
Check out the article for the full write-up.
 
Communicate, Connect, and Co-create
As we shared the five tactics in the webinar, the audience was most curious to hear more about the third tactic, “Communicate, connect, and co-create.” In our interviews, we heard about the importance of communication in each person’s story. We were reminded of a best practice that all good leaders know: Communicate immediately, frequently, and consistently. And another one: Don’t cancel your one-on-one meetings with staff!
 
We were also reminded to avoid making assumptions or jumping to conclusions in the face of panic. How does communication help? We need to reach out and talk—and listen—to hear what is top of mind for others, and then develop shared goals. Goals that fit the new normal. Goals that we are all invested in. Here are some highlights from the discussion on communication:
  • Remember everyone has their own story to share—and they just may want to share it over and over (so be that listening ear)
  • Create a safe space so others can share, even if they may be hesitant to do so
  • Pave the way for others to open up by being vulnerable and candid with your own story
  • Don’t assume your struggles are the same as someone else’s
 
Resilience
As I shared in the article and webinar, across all the interviews, the resounding theme was resilience. So many of the people we interviewed reflected on the COVID-19 crisis and said, “It’s gonna be okay” or “We’ll get through this.” Perhaps it was the perspective of knowing that the pandemic is not their "first big" crisis. Perhaps they are drawing on their resilience reserves. The words they shared are words I’ve heard in so many other contexts in my life, but they have a particular significance to me now, coming from this group of strong people I admire.
 
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Tips for Facilitating Online Meetings – Quick Icebreakers and Meeting Openers for Virtual Meetings

4/15/2020

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Those of us who are fortunate enough to need to do nothing more than stay home during the COVID-19 crisis have been finding ways to bring the world to us. Whether it’s a virtual Tai Chi class, a virtual Seder for Passover, or a virtual happy hour, we have been stretching the functionality of our collaboration tools such as Zoom and Webex in exceptionally creative ways these past few weeks. Yet I am hearing from many of you that facilitating an online meeting​​--Wait! Wasn’t that what this software was designed for?—can somehow feel more daunting than leading a virtual scavenger hunt! I have been facilitating online meetings and trainings for years and wanted to offer some of my tips for maximizing a meeting. First off, the start of the meeting is critical! It’s important to engage everyone early on. When you get all the voices in the room early, you are more likely to hear discussion throughout the meeting.
 
Facilitating Online Meetings – How to Start a Meeting
When you start a meeting, your first order of business is to help everyone make the transition away from whatever they were doing prior to the start of the meeting—so they can be fully present for the meeting. Just as you would if everyone were walking into a conference room, you want to greet and connect with everyone. The right meeting opener will help to set the tone for participation and discussion. Whether you have time for a quick check-in or a more elaborate icebreaker, you will want to do something that:
  • Draws people in right away
  • Allows for EVERYONE to participate (either through text or voice)
  • Relates to the purpose of the meeting, if possible
  • Is fun, but not cheesy
​Facilitating Online Meetings – Quick Icebreakers to Help You Start a Meeting
 
One Word
In the chat feature, ask everyone to type one word that comes to mind for them right now. “Everyone, please type one word in the chat. It could be how you’re feeling, it could be related to something you were just doing… it’s up to you.” The only rule is that it is only one word. You can then call on a few people and ask them to elaborate on their word.

Quarantine Question
Ask a quick opening question using the chat feature or whiteboard. (The question should be easy to answer and not sensational. Don’t make people think too much!) Here are some opening questions related to being quarantined:
-What is your favorite show to binge watch?
-What was a great movie you watched recently?
-What’s one dinner you’ve made and would be willing to share a recipe for?
-How many hours of sleep did you get last night?
-What part of the house do you enjoy cleaning the most?
-What’s one thing you miss now that you are quarantined?
-What’s one thing you love about being quarantined?
-What virtual games have you played with friends / family?
 
Mood Check
Before the meeting begins, prepare a slide that has a set of pictures representing different moods. You can pick emojis, photos of people, or photos of animals. Ask the participants to annotate (either using the stamp or arrow) the image that best represents their mood.

Grab an Item
Ask everyone to grab one item that is in close range to their computer. It could be something in their pocket, on their desk, on the floor. Ask them NOT to grab their phones. Have each person take turns holding up their item to the camera and explaining what it is. Note: This activity works best with a group of 10 people or less.
 
Cell Phone Challenge
Have each person find a picture or a text message on their phone that speaks to some aspect of their life outside of work. Have each person go around and hold the picture up to the camera or read the text message aloud.
 
Two Truths and a Lie
Ask one person to share three statements—two truths and one lie. As the person is sharing the information, you use the annotate feature to write it down on the whiteboard or on a blank slide. Then ask the group to go to annotate to either use stamps or the arrow to select the statement that is a lie. This works well for a series of meetings. You can ask for one person to go at the beginning of each meeting and repeat this until everyone has taken a turn.
 
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You got this! Let me know what works best, and where you get stuck.
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Coronavirus – How to Demonstrate Leadership in Times of Stress  & Uncertainty

3/19/2020

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The ultimate measure of a man is not where he stands in moments of comfort and convenience, but where he stands at times of challenge and controversy.
​Martin Luther King, Jr.
​Over these last few weeks, I’ve had some powerful discussions with leaders about how they may need to show up differently during times of crisis. And, in fact, years from now your staff will likely remember you by how they were treated and supported during the COVID-19 crisis of 2020. As a leader, you have the opportunity to make a lasting positive impact on others right now. Here are some tips on what to try out, or do differently.
 
Get Connected – Tips for Leaders in Times of Stress, Remote Working, and High Distraction
  • Use video. I know most people still feel uneasy about video calls, but I say… Get over it! Seeing someone’s face will trigger an immediate sense of connection. When your team members see that you are giving them your full attention, you send the message that you care. 
  • Set routines. If you were doing daily huddles with your team in person back at the office, continue to do them virtually. Check in with your employees to see what will work best for them. Pick a routine and stick with it.
  • Send updates. Even if nothing has changed since the last update, let people know that. Any information you receive or best practices that you hear can be shared with the entire team. It’s just as important for people to know what IS NOT changing as well as what IS changing. Some managers have decided to send out 1-minute video messages 2-3 times a week with updates.
  • Hold more regular check-ins. Check in more regularly with your direct reports, especially those who don’t typically work remotely. Review priorities, discuss what to put on hold, and brainstorm ideas to overcome new challenges. Also, check in on how this “new normal” is impacting them. Don’t make assumptions—get curious. What’s more challenging now and what pleasant surprises have they encountered?
  • Offer support. Lastly, ask what support they need right now, from you or from others. It’s easy to go down the “gloom and doom” rabbit hole; instead do your best to stay solutions-focused and think about what you and your employee DO have influence over right now.
 
These are crazy times. With so much uncertainty in the world around us, and a sudden change to the routines that (while stressful under “normal” circumstances) may be a huge source of comfort, many of us are feeling distracted, off center, and all around awful. For those of us lucky enough to continue to work (and earn income), we may be pushed to take our leadership skills to the next level, at work and at home. 
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Try out some of these tips to get connected, and check back to let me know what’s working.
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How can today’s leaders work to solve the most complex, wicked problems?

2/20/2020

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Is there anything AI can’t do? From helping medical researchers better predict who is at risk for certain diseases, to helping teachers spot a plagiarized paper, to helping us get where we need to be with traffic apps like Waze—we have come a long way in just a few years.
 
There’s no question that AI has helped us solve a number of “complicated” problems, but it’s no match for the world’s most wicked, “complex” problems.
 
In today’s world, tried-and-true strategies may be ill suited to dealing with the biggest challenges of the future. This month at the CBODN Book Club we discussed the book “Range: Why Generalists Triumph In a Specialized World,” by David Epstein. In the discussion, we talked about the distinction between “complicated” and “complex,” and a related concept of “kind” and “wicked” types of environments. Here's the breakdown...
    
Complicated
Complex
Type of Environment
​“Kind Learning Environment”
​“Wicked Domain”
Rules
The rules are clear, and patterns repeat.
The rules are unclear, not obvious, or don’t repeat in patterns.
Feedback
Feedback is accurate and usually prompt.
​Feedback is often delayed, inaccurate, or both.
Example
Chess –
A tactical game with clear rules. A computer can outsmart a human master chess player.
​“Martian Tennis” –
You can see the players on a court with balls and rackets, and wonder what are the rules?
There are many examples of “wicked” problems in the business world. In such a fast-changing environment, you need a broad and varied background to understand it, and to thrive in it. Per the central premise of Epstein’s book, you need “range.” In the book, Epstein shares examples of successful people who “sample” a variety of experiences, including different jobs or sports, gather broad knowledge (a “range”), and go on to reach great heights in their careers—sometimes later in life.
 
How can you create “range” – for yourself and your team?
As a leader, what can you do to equip yourself and your teams to develop “range?” There are a few strategies I often recommend to the leaders I work with.
  1. Remember to check in and assess your environment. Most leadership situations deal with “wicked” problems in which there are many variables and unknowns. Therefore, maintain awareness of the context and notice how and when you need to change when your environment changes.
  2. Don’t go at it alone. One of the biggest mistakes managers and leaders make is to make decisions on behalf of the team. The higher up you go, the less you know about all the nuances of situations at the ground level. You may be a deep subject mater expert in a certain field and not have the “range” that Epstein celebrates; however, you have a team! Tap into others’ expertise and work collaboratively. This will not only help you but your team will feel appreciated for their value-add.
  3. Help others develop “range.” Many companies have formal rotation programs, to provide employees with context and exposure. You can also facilitate informal exchanges or allow employees to shadow each other. Encourage employees to attend events or conferences. Get creative and find ways to help others expand their thinking.
 
What other ideas do you have?
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Listen up! How do we set a good example in the age of distraction?

1/27/2020

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It’s the pot calling the kettle black, ‘2020 Edition.’ The other night, my son Drew was in his room watching videos. I asked him to shut down 30 minutes before bedtime and come find me so we could unwind together. Research shows that avoiding screen time before bed helps you rest better, so we try to follow that rule at home. When Drew came to find me later that night, what was I doing? Watching a video. (For the record, I was screening a video that I needed for a leadership training program. But still…) BUSTED!
 
As parents we are always looking to help our kids develop healthy habits—and to model healthy habits. This
 article from The Atlantic talks about the impact of parents being digitally distracted, or “technoference.” The perception is that “kids today” are tech-addicted. But are we looking at ourselves?
 
I reflect on this as a mom, but also in general. Is technology helping me? How do I keep myself in check? And what is the issue, actually? Is it about maintaining self-control like the Stanford marshmallow experiments of the 1960s? Is it about interpersonal connections and not letting the presence of a phone on a table disrupt intimacy in a conversation? Or is it about mindfulness and managing distractions?
 
Probably all of the above! But phones seem to pose the biggest challenge! Why are they so irresistible?
 
Staying Focused in the Age of the Smart Phone
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In this episode of Brain Games (begin watching at 1:50), we see a group of adults participating in a focus group. The premise is that they are asked to set their phones aside in order to maintain confidentiality for the focus group—and they won’t be compensated for their time if they break the no-phone rule. (Of course, as it turns out, the experiment is about adults’ abilities to resist the urge to grab their phones. There actually is no focus group.) To complicate matters, the participants are left in a room while the facilitators seemingly troubleshoot some technology issues. And what happens? The group gets antsy. Then, the phones start ringing and buzzing. What a temptation! How many of the participants are able to stick to the no-phone rule? 80% of the participants grabbed their phones. Incidentally, as it turns out, a phone ringing is one of the most irresistible noises.
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But the thing is that we check our phones even when they don’t ring. We’re rewarded every time we reach for them. Each refresh of the screen provides us with information—an update on the weather, a “like” count on social media, or a text message. These rewards are addicting. No wonder we don’t put the phones down!

How well would you have done in the focus group? 

Strategies for Staying Focused & Listening Deeply 
At Mendelow Consulting Group, we are always looking for ways to help leaders engage more fully with their staff.  One of the most effective strategies to engage with others is to be fully present when listening.  It seems so simple, yet so many managers miss out on the chance to connect because they don't shut down their email reminders ("ping") or because they don't let themselves "snooze" their mental to-do lists for enough time to talk with a colleague.


We brainstormed some more listening strategies at last month's "Cliff Notes"  Book Club discussion on The Zen of Listening by Rebecca Shafir. The basic premise of the book is that being a good listener is about being mindful, and in large part, about noticing the distractions (both internal and external factors). Here are some steps to follow:
  • Step #1: Simply notice when you're distracted. If it's a bad time then say, "I'm sorry, I'm distracted right now, can we reschedule when I am able to fully focus on this conversation?"
  • Step #2: Pause and think about your intentions and the messages you're sending to the other person.
  • Step #3: Intentionally focus. The author talks about getting into the same mindset as when we go to the movies. We turn off our cell phones, sink into our seats, and give the movie our full attention. What if we are that present with each conversation?


For a short summary of our discussion of The Zen of Listening by Rebecca Shafir, check out the In the Know portal.)

And, who knew that Michael Franks’ 1983 hit, “Don’t touch that phone”,
  would be so relevant in 2020!

Would love to hear what ideas this topic sparks for you…


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‘Best of the Bookshelf’ List – What to read and watch in 2020 to stay on top of trends in leadership, business, and psychology

12/15/2019

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“Hindsight is not 20/20. It’s 20/200.” This means, when we look back at events that happened, we start crafting narratives. That’s way deep, right? It’s because of insights like these (I am quoting a CBODN Book Club participant) that I spend the first Wednesday of every month at CBODN Book Club. They are my peeps! (And I don’t mean that in any kind of exclusive way. You’re welcome to join us!)

It’s no secret that I love staying on top of trends am hungry for the latest research in neuroscience, leadership, and psychology—and that there’s NEVER enough time to read ALL the books. For this reason, about 20 years ago now, I started a "Cliff's Note" club format for our book club. In other words, it's a book club where there's no pressure to read the book to participate. Instead, the presenter prepares a talk about the books and shares the highlights and insights with the rest of us—who get to sit back and soak it in. (It’s a great format, and the discussion summaries are posted to the In the Know portal each month. Check it out!)

Well, that’s the format for every month except for December. In December, we sit around a big table covered in sugary treats and share books, articles, podcasts, etc., that have caught our eyes recently…or that we remember fondly from years past. It’s our ‘Best of the Bookshelf’ list and it’s too good to keep to myself. Here’s a sample platter…for the full buffet, head to the In the Know portal.

What to Read in 2020 - To Stay  In the Know

Leadership & The Presidency
  • Doris Kerns Goodwin: Leadership in Turbulent Times. This book spotlights Lincoln, Roosevelt, and other presidents. The author talks about each president’s leadership qualities as demonstrated in early life/childhood, and how personal crises affected/shaped their leadership abilities. She talks about the behaviors and competencies that served them well – including skills such as storytelling and empathy.
  • Michael Siegel: The President as Leader. In this book, Siegel discusses the structure, politics, and policies of recent American presidents, from Jimmy Carter through Donald Trump.
Feedback & Listening
  • Douglas Stone, Sheila Heen: Thanks for the Feedback. There are many books about giving feedback; this book will help those of us who are not good at receiving feedback. This one-hour Google video features the authors presenting about the book. There’s also an HBR article that summarizes the approach outlined in the book.
  • Rebecca Shafir: The Zen of Listening. Trained as a speech pathologist, the author explores the mechanics and behavior of what is happening with speech. In this book she explores the art of mindful listening in the “age of distraction.”
Psychological Safety
  • Amy Edmondson: The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth. This book explores the question: How can leaders create safety conditions to avoid bad outcomes?
  • Google: Research at Google shows that psychological safety is crucial for effective teams. Highlights from the research are in this HBR article.
Rhetoric/Logic/Argument
  • Jay Heinrichs: Thank You for Arguing. Rhetoric is not about debating. It’s about examining the logic of the argument. This book provides insights into strategies and logic for presenting an argument, and helps you think critically about how to respond when challenged—and how to interact with someone with an opposing viewpoint.
  • The Aspen Institute/The Atlantic proposed five principles for Americans to have better arguments with each other. The principles: take winning off the table, prioritize relationships and listen passionately, pay attention to context, embrace vulnerability, and make room to transform.
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Listening to Connect… To Others and Yourself

12/6/2019

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The Case for Listening to Others
This time of year, our screens light up with offers to create meaning and connection. Check out the Vertellis card game that offers conversation starters to make the most of a family gathering. And here’s a fabulous free option from NPR: The Storycorps “Great Thanksgiving Listen” campaign encourages us to record an interview with an elder. The suggested question prompts include, “What are you most grateful for?” and “How do you want to be remembered?” Most importantly, the instructions emphasize the interviewer’s job—to listen.
 
It’s all about something we focus on a lot at Mendelow Consulting Group: connection. We have an innate human need to connect and belong. We see this at home and at work. The literature reinforces what we already know:
  • From Gallup: To be fully engaged, we need a best friend at work
  • From HBR: If you truly want people to elevate their performance, you first have to build up their pride
  • From Mindful.org: Move over “active listening” and make way for “mindful listening”

The Case for Listening to Yourself
In last month’s CBODN Book Club, Pamela Krist led a discussion of Simon Sinek’s book The Infinite Game.

Sinek talks about ‘finite’ games, where the goal is to win, and ‘infinite’ games where the point is to keep on playing while constantly adapting and improving. Sinek also talks about the concept of “Infinite Life” which means leaving things better than you found them, positively impacting those around you, and building trusting relationships.
 
One of our colleagues in the discussion shared a coaching activity she often uses – she asks clients to write their own obituary or (less morbid!) their own retirement plan. This is a reflection activity, which is really a prompt to pause and listen to yourself. (Of course, it might also encourage you to share with others, have a break-through discussion with your boss, etc.) Some similar writing prompts that may resonate with you are:
  • “When I am 75, what do I want people to say about me?”
  • Then: “How does my current profession support or enable this vision?
(Intrigued? Check out more insights in our discussion summary posted to the In the Know portal.)
 
And, as always, let us know what ideas or insights this inspires for you…Like Dr. Fraiser Crane, “We’re listening.”

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Being Grounded: How to build confidence in others

10/16/2019

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“Root down through your legs and feet. Then, lift through your torso. Raise your arms and let them sway with your breath. Notice if you are gripping your toes…” (Hope you read that in your best yoga teacher voice.) Yoga devotees spend a lot of time getting grounded in the physical body. Anyone who has ever attempted a balancing pose like “tree pose” knows that some days are better than others—and not to pass judgment if your “tree” is particularly shaky. Tree pose can be a metaphor for being grounded, or feeling centered, in life. You are rooting down and also reaching up, with an open chest and heart. At its core, the practice is about acceptance.

The curious paradox is that when I accept myself just as I am, then I can change. - Carl Rogers
Rogers references this paradox in his book On Becoming a Person: A Therapist’s View of Psychotherapy. It came to mind this month during the Chesapeake Bay Organization Development Network Book Club discussion on the book Scaling leadership by Robert Anderson and William Adams. The authors present a model in which they discuss “Creative” and “Reactive” leaders. In a nutshell:
  • “Reactive” leaders are focused on seeking approval and tend to control and protect processes, outcomes, and “turf.” While a reactive leader may be very successful in the short-term, he/she won’t be able to grow and adapt to changes. 
  • Meanwhile, a “creative” leader communicates a vision and inspires others to follow. Creative leaders are open to challenges and changes and can adapt and adjust as needs arise. As such, operating from a “creative” mindset leads to healthy relationships and overall, to being more successful/productive in the long-term.
 
During our book discussion a question came up, "How do you give feedback to someone who is “reactive,” such that he/she can hear it, understand it, and be open to making the necessary changes?" 

After reflecting on this question, I uncovered an underlying question of: How do you first help another person gain confidence in him/herself, so the person is able to receive and solicit feedback? (Back to tree pose!)

Being grounded allows you to hear feedback and not respond negatively or defensively to it. Being grounded also goes hand in hand with having confidence. But...b
uilding confidence is tricky. As I watched my son struggle with issues of confidence when he was younger, I went on a mission to try and figure out how to help others gain confidence. 
Good leaders inspire people to have confidence in their leader. Great leaders inspire people to have confidence in themselves. - Eleanor Roosevelt
​Here are four key activities you can do as a leader, both at home and at work, that will help to instill confidence in others.

​Strategies for Helping Someone Build Confidence
  1. Reference REAL experiences. Instead of giving empty praise about how important someone is or how great they did on a report or project, reference a real example from the past that relates to a current situation and recall what worked well and why he/she was successful. The encouragement should be specific, genuine, and provide ideas strategies for the individual to have confidence to face whatever they’re dealing with currently.
  2. Over-focus on what IS working. Think about how many mistakes or errors you have made in the last 24 hours. I can think of five off the top of my head, and it’s only 11:00 am! Imagine if someone was hovering over you and called out every error you made no matter how small or insignificant it was. Often, employees (and children) work under a microscope of someone else monitoring and commenting on every move. Given that we’re wired to notice what’s not working, we give constant feedback on what to improve. Most of the time, this is done with good intentions, however the output is that the recipient feels that he/she can never do anything right, and this leads to lower self-esteem. Instead, over-focus on what is working and provide feedback using specific examples of what that person did and the impact it made on you and/or others.
  3. Admit and talk about mistakes you’ve made and how you recovered. Leaders often feel that they need to handle issues behind closed doors and put on a happy face when in public. Well, that not only damages your credibility, but others can see right through that and begin to distrust what you have to say. Effective leaders share mistakes they’ve made in the past and furthermore ask their team for advice on how to tackle the issue. This approach shows others that the leader is human and struggles with issues too (which in turn alleviates their self-criticism when they make mistakes), and it also leverages the expertise and wisdom of others (which leaves others feeling valued). When applying this towards kids, you can have a family dinner dedicated to talking about the mistakes everyone made during the week. When talking about mistakes, focus on what you did to recover to demonstrate resiliency and flexibility in handling difficult situations.
  4. Look for opportunities for the person to provide service to others. Look for opportunities for others to shine in an authentic way. Recognize the talents your employees currently have and design opportunities for each of them to leverage their strengths. This may be through volunteer or service opportunities, mentoring relationships, or small assignments outside of the department. This strategy can sometimes be difficult to apply to younger children. However, there's always something you can find - you can have them read to a pre-school class, tutor another child, or help clean up a neighborhood. When my son was young, he loved emergency vehicles. Every third day the local fire station would clean their trucks. So, we arranged to have my son join them 1-2 times a week to clean the trucks. He was actually helping them get the job done faster, and they appreciated his effort. The key is to have the person engage in an experience that genuinely provides a value to others so they feel valued as a result.​
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What experiences have helped you grow confident? Please share! 
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