Tag Archives: Teams

To Engage and Retain Employees Provide a “Mini” Job Rotation During Employee Orientation


Have you noticed that, in many companies, employees often have no clue what many of the other employees in other functions do to support the overall organization? When you look at how companies typically onboard new employees and the lack of follow-up employee development training, it’s not at all surprising that so many employees struggle with not fully understanding what their colleagues do and how their companies operate.

As a result, these employees, their teams, and leaders unintentionally and detrimentally create and maintain silos, often pitting one or several functions against each other. For example, in one organization, corporate staff and sales staff do not know what it is that each of the respective functions do to support the overall firm. Each group, failing to grasp how interconnected and interdependent they are to one another and the overall organization, operates and wages a daily battle of “us vs. them.” Sadly, they undermine not only their “opponent” but also their own efforts to help themselves and the larger organization.

To improve job learning and experience, why not include a “mini” job rotation as part of a 2-week new employee orientation*?

*NOTE: The new employee orientation must be part of a larger, well-designed onboarding program (Allen, 2020). Good onboarding begins before a person reports for the first day of work and extends to the end of the new employee’s first year (Workforce, 2011).

In a job rotation, an employee (spending anywhere from several weeks to several months) rotates and does different jobs within an organization to increase their breadth of knowledge (Aamodt, 2016; Riggio, 2018). Of course, my recommendation of a “mini” job rotation during the new employee orientation means a much shorter time period.

Companies can pilot a 5-day job rotation (part of a 2-week new employee orientation) in which new employees will rotate into, learn as much about, and practice doing only the most critical jobs/functions that enable the company to operate (e.g., critical roles within Finance, Operations, Human Resources, Sales/Business Development, and Customer Service).

Here’s one example of a 5-day job rotation integrated into a 2-week new employee orientation:

New Employee Orientation – Week 1:

  • 1-day new employee orientation (company history, mission, culture & stories, organizational structure & functions, benefits, payroll, company policies, employee ID, tour of workplace, introducing new employees to senior corporate and team leaders, etc.)
  • 3-day job rotation for Wk. 1 (one day in Finance, one day in Operations, one day in Human Resources)
  • 1-day debrief for Wk. 1 (Q&A); Preparation for Capstone Project Presentations*

New Employee Orientation – Week 2:

  • 2-day job rotation for Wk. 2 (one day in Sales/Business Development, one day in Customer Service)
  • 1-day debrief for Wk. 2 (Q&A); Overall Wk. 1 & 2 debrief; Preparation for Capstone Project Presentations*
  • 1-day Capstone Project Presentations*
  • 1-day New employee orientation wrap-up

*NOTE: This recommendation to do a Capstone Project Presentation is based on advice from Eichinger, Lombardo, and Ulrich (2004) regarding using projects to help ensure new hires grasp the contributions that different functions make within the organization. To demonstrate their understanding of the contributions that different functions make, small teams of 3-4 new hires will do a Capstone Project Presentation. The Capstone Project Presentations will require new hires to work in small teams (of 3-4 people) to learn about the work and contributions of the most critical functions and apply that knowledge to resolve a real-life situation that the organization is facing].

“The basic premise behind job rotation is to expose workers to as many areas of the organization as possible so they can gain a good knowledge of its workings and how the various jobs and departments fit together” (Riggio, 2018, p. 195).

“Job rotation is especially popular for managerial training because it allows a manager trainee to experience and understand most, if not all, of the jobs within the organization that his subordinates will perform” (Aamodt, 2016, p. 305).

What many companies so often forget is this: “Job rotation is also commonly used to train nonmanagerial employees. Aside from increasing employee awareness, the main advantage of job rotation is that it allows for both lateral transfers within an organization and greater flexibility in replacing absent workers” (Aamodt, 2016, p. 305). Thus, if one employee suddenly quits or is absent, another person will have already been trained (also known as “cross-training”) to step in to perform the job (Riggio, 2018).

To help employees satisfy their need for growth and challenge, one of the easiest and most common things organizations can do is provide job rotations (Aamodt, 2016). “Research has shown that job rotation not only increases learning, but it also has positive effects on employees’ career progression and development” (Riggio, 2018, p. 195). Another benefit of job rotation is that it can “alleviate the monotony and boredom associated with performing the same work, day in and day out” (Riggio, 2018, p. 267).

Eichinger, Lombardo, and Ulrich (2004) cautioned that if the goal is to introduce employees to on-the job knowledge, targeted training (i.e. training as a student) is more effective than job rotations. And, “If the goal is really to understand the contributions that different functions make, then projects are far and away the most powerful source of how those skills are applied to real-life situations” (Eichinger, Lombardo, & Ulrich, 2004, p. 329-330).

In addition, rather than simply offering a traditional orientation that highlights only job requirements and information about the company or one that’s focused solely on the elements of the organization that foster pride, orientation that is focused on new employees’ personal strengths and how they can bring them to their work results in lower turnover and greater customer satisfaction (Levy, 2017). Obviously, this approach requires not only time and effort, but also dedicated staff, cost, and resources devoted to ensuring that the employee orientation experience (part of a larger onboarding program) and “mini” job rotation are well-designed and implemented (e.g., having a mentor, internal trainer, or supervisor/trainer at each step of the job rotation plan [Heathfield, 2019]).

It’s important to note that, while there are many great benefits to having a job rotation, there are also some things to consider. According to a Society for Human Resource Management (SHRM) article: “Job rotation may increase the workload and decrease productivity for the rotating employee and for other employees who must take up the slack. This may result in a disruption of work flow and a focus by line managers on short-term solutions to correct these problems” (SHRM, 2020). Another factor to consider is cost — “costs associated with the learning curve on new jobs, including time spent learning, training costs and errors that employees often make while learning a new job” (Campion, 1996).

So, with these cautions in mind, let’s return to job rotation benefits. Researchers have discovered that “people who are starting out in their careers typically are more eager to demonstrate their willingness to learn, to advance and to take on increasing responsibilities to enhance their skill development. And, overall, they have more to learn and benefit more from rotation experiences” (Campion, 1996). Thus, it makes sense to incorporate a “mini” job rotation into the employee orientation period.

Takeaway: If planned well and done correctly, a “mini” job rotation (during the new employee orientation) can result in tremendous benefits for the new employees, for the teams and departments they are joining, and for the larger organization. This includes exposure to different business areas [for the individual, team, and organization]; fresh perspectives to existing roles [for the team(s), department(s), and organization]; acceleration of professional development [for the individual, team, and organization]; enhancement to recruiting and retention [for the team and organization]; and career satisfaction, involvement and motivation in one’s career [for the individual].

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Aamodt, M. G. (2016). Industrial/organizational psychology: An applied approach (8th ed.). Cengage Learning.

Allen, T. (2020, April 2). The Key Difference Between Employee Onboarding and Orientation. Retrieved from https://trainingindustry.com/articles/onboarding/the-key-difference-between-employee-onboarding-and-orientation

Campion, L. (1996, November 1). Study Clarifies Job-rotation Benefits. Retrieved from https://www.workforce.com/news/study-clarifies-job-rotation-benefits

Eichinger, R. W., Lombardo, M. M., & Ulrich, D. (2004). 100 things you need to know: Best people practices for managers & HR. Lominger Limited.

Heathfield, S. M. (2019, June 5). 6 Keys to Successful Job Rotation. Retrieved from https://www.thebalancecareers.com/keys-to-successful-job-rotation-1918167

Levy, P. E. (2017). Industrial/organizational psychology: Understanding the workplace (5th ed.). Worth Publishers.

Riggio, R. E. (2018). Introduction to Industrial/Organizational Psychology (7th ed.). Routledge.

Robert Half. (2016, May 27). Job Rotation for Your Staff: Why Letting Go Could Mean Holding On. Retrieved from https://www.roberthalf.com/blog/management-tips/job-rotation-for-your-staff-why-letting-go-could-mean-holding-on

SHRM [Society for Human Resource Management] (2020). How do I implement a job rotation program in my company? Retrieved from https://www.shrm.org/resourcesandtools/tools-and-samples/hr-qa/pages/whatisjobrotation.aspx

Workforce. (2011, September 7). Dear Workforce Who Has a Good Blueprint for Creating an Onboarding Program? Retrieved from https://www.workforce.com/news/dear-workforce-who-has-a-good-blueprint-for-creating-an-onboarding-program

What You Should Know About Leadership Development Training

I’ve spent more than a decade working in three related and intersecting fields: Training, Learning & Development, and Leadership Development. One can certainly make a case that these all fall under Talent Development. In my current role, I am a Leadership Development Manager & Advisor. I partner with senior leaders and top decision-makers on ways to improve human behaviors in the workplace and on how to make people and organizations more effective (e.g., leadership development, training & development, etc.). I’m involved in developing and implementing key initiatives, training, and programs to create and sustain a high-performing organization. Finally, I’m often tasked with developing, designing, and delivering leadership development training.

I want to talk about some common issues and challenges in leadership development training. I’m sharing best practices drawn from various resources and lessons learned from my own experience working within organizations in the hope that it will help you avoid missteps and prevent catastrophes as you design and execute leadership training in your own organizations.

The Biggest Challenge Leaders In Organizations Face Today

Based on my experiences and observations, one of the biggest challenges leaders in organizations face today is how to recruit, develop, and sustain leaders in the company, and how to ensure that there’s a pipeline of leaders who will be able to move into leadership roles. The need for this is what all organizations experience or face, which is the need to have effective leadership, not only at the very top, but also at the mid-level and front-line level of the organization.

Leader Development, Leadership Development, and Leadership Training

Leader development focuses on developing individual leaders whereas leadership development focuses on a process of development that inherently involves multiple individuals (e.g., leaders and followers or among peers in a self-managed work team) (Day, Fleenor, Atwater, Sturm, & McKee, 2014).

The Society for Human Resource Management (SHRM) defines leadership development as “formal and informal training and professional development programs designed to assist employees in developing leadership skills” (SHRM, 2020).

Leadership training programs are programs that have been designed to enhance leader knowledge, skills, abilities. They include all types of leader, managerial, and supervisory training/development programs and/or workshops (Lacerenza, Reyes, Marlow, Joseph, & Salas, 2017).

“Leader development is broadly defined as the expansion of a person’s capacity to be effective in leadership roles and processes. For organizations, developing leaders includes enhancing their performance in current roles, improving their ability to carry out the tasks of leadership in ways congruent with changing organizational realities, and, for some, expanding their capacity to take on higher positions” (McCauley, Kanaga, & Lafferty, 2010, p. 29).

Three Mistakes about Leadership Training

The first and biggest mistake is not doing a needs assessment. Too many organizational leaders blindly dive in and begin developing a leadership training program without ever doing a needs assessment. They think that once you have someone or some team design a leadership development program that it will automatically—by sheer willpower and wishful thinking—become successful just because it was created. Leadership development does not work in a vacuum or silo. It has to be a part of an organization’s DNA and corporate culture and mindset. The leadership training program is but one event that must be part of a larger strategic plan to grow and sustain leaders for the company’s current and future needs.

The second mistake is a tendency to try to cram too much content into the training and expecting participants who attend the leadership development program to instantly become an instant expert or a “leader” (i.e., meeting all the objectives of the program) once the program ends. In some ways, they treat it like a hot dog eating contest — the faster and more you consume in the allotted time the better. Instead of a seamless, connected, and well-organized program, what results is often a confusing and disjointed hodgepodge of courses and sessions.

The third mistake is failing to evaluate the leadership training program. One of the fears to training evaluation is that evaluating will yield unwanted or unfavorable information about the training program (e.g., audience, design, delivery, presenters, instructional contents, etc.). Another fear to evaluating is struggling with when to evaluate and how to isolate the effects of training. However, rather than fearing evaluation, we should think of it in this manner: “Training evaluation provides a way to understand the investments that training produces and provides information needed to improve training. . . Training evaluation provides the data needed to demonstrate that training does offer benefits to the company” (Noe, 2017, p. 249).

We’ll delve into more details about evaluation in the Training Evaluation section.

Leadership Training

“[E]vidence suggests that [leadership training] improves learning, transfer, and organizational outcomes by up to 29% (Lacerenza et al., 2017). Thus, not only do these programs affect leaders participating in the programs (i.e., by increasing learning and their ability to utilize concepts on the job, which is known as transfer), but they also influence desired subordinate outcomes as well (e.g., subordinate job satisfaction, turnover; Lacerenza et al., 2017)” (Lacerenza, Marlow, Tannenbaum, & Salas, 2018, p. 521).

Researchers have suggested that “leadership training developers should pay close attention to the desired outcome (e.g., organizational results, transfer, learning) because leadership training programs may be more effective for some than others. While leadership training typically shows positive results for affective learning and affective transfer, they tend to be even stronger for cognitive learning, cognitive transfer, skill-based learning, and skill-based transfer . . . [W]hen designing a leadership training program, it might be more beneficial to include (and evaluate) cognitive and/or skill-based content” (Lacerenza, Marlow, Tannenbaum, & Salas, 2018, p. 522).

Key Questions Leaders Should Ask About Training (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012):

Steps to Effective Training (Davies, 2007)

[For information on how to develop and implement a coherent training strategy, consult The Training Manager’s Desktop Guide (2nd ed.) by Eddie Davies]

Step one: Identify the training need
Instead of jumping in and solving the immediate problem, you need “to investigate to identify the true cause. This will help you decide if the problem is one that can be solved by training or will other remedies be more effective” (Davies, 2007, p. 101).

Step two: Design/choose the training/development intervention
Influences on the design of training to consider include: Training facilities available (space and equipment); time available; type of trainee; organization’s culture; learning objectives; skills of trainer; principles of learning; group size; budget (Davies, 2007).

Step three: Implement the event
“Senior management will need to be seen to be backing the programme. In addition to the customary chief executive’s letter of support, try to ensure that all senior managers that are due to attend come on the early courses. . . . In addition to gaining the explicit commitment of senior managers you will also need to make sure that the immediate line managers of the participants are also involved in the process. They will form an important role in raising trainee’s expectations before they attend. An equally essential activity will involve them in de-briefing the trainees when they return to work. This discussion should focus on how the new learning can be applied to make a real difference to both the individuals and organization’s performance” (Davies, 2007, p. 108-109).

Step four: Follow-up the training/development
“Training does not start and end in the training room. It is a widely reported phenomenon that whilst trainees learn in the classroom they sometimes fail to translate their learning back to the workplace. . . [Y]ou should also be thinking about this transferability of skills as part of the overall design. Individual sessions should end with time for reflection and review, and the participants should return to work with an action plan they can discuss with their managers” (Davies, 2007, p. 109).

Step five: Evaluate the outcome
“This final stage will involve you in going back to the start of the training cycle. The whole process was started because someone identified a need that could best be addressed through training. For the training department to survive and prosper it must show that it has been of benefit by providing the solutions in an efficient, effective and economical way” (Davies, 2007, p. 110).

Training Evaluation

An area in the leadership training space that requires particular attention is training evaluation or, rather, the lack of or inadequate measurement of leadership development training. As mentioned earlier, one of the fears and obstacles to training evaluation is deciding when to evaluate and how to isolate the effects of training (Kraiger, 2002). Another fear, often understood but not openly discussed, “for not conducting more rigorous evaluations is that the training function may have everything to lose and nothing to gain from the data” (Kraiger, 2002, p. 340).

Two strategies for increasing the impact of training evaluation practices (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012):

(1) Begin training evaluation efforts by clearly specifying one or more purposes for the evaluation and should then link all subsequent decisions of what and how to measure to the stated purposes. STEP: Clearly specify the purpose of evaluation. ACTION: Determine what you hope to accomplish by evaluating the training and link all subsequent decisions back to the purpose (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012).

(2) Use precise affective, cognitive, and/or behavioral measures that reflect the intended learning outcomes. STEP: Consider evaluating training at multiple levels. ACTIONS: (a) Consider measuring reactions, learning, behavior, and results. (b) Use precise affective, cognitive, and/or behavioral indicators to measure the intended learning outcomes as uncovered during the needs assessment (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012).

As Kraiger (2002) explained: The art of training evaluation springs from knowing why. What’s the purpose for evaluation (is it for decision making, feedback, and/or marketing)? How will the results be used to make decisions affecting training courses or the training function?

We need to know what to measure but to also be able to place it into a larger context in which success indicators and reasons why the evaluation is being conducted are considered.

The training evaluation outcomes table (Table 6.1) from the Noe textbook (2017) is helpful. Training outcomes are grouped into six categories: reaction outcomes, learning or cognitive outcomes, behavior and skill-based outcomes, affective outcomes, results, and return on investment.

“Table 6.1 shows training outcomes, the level they correspond to in Kirkpatrick’s evaluation model, a description of each of the outcomes and how they are measured, and the question that each outcome can help answer. Kirkpatrick’s original evaluation model included only four levels (reaction, learning, behavior, and results) but recent thinking suggests a fifth level, return on investment (ROI), is necessary to demonstrate the financial value of training. Both level 1 and level 2 outcomes (reactions and learning) are collected at the completion of training, before trainees return to the job. Level 3 outcomes (behavior/skills) can also be collected at the completion of training to determine trainees’ behavior or skill level at that point. To determine whether trainees are using training content back on the job (i.e., whether transfer of training has occurred), level 3, level 4, and/or level 5 outcomes can be collected. Level 3 criteria can be collected to determine whether behavior/skills are being used on the job. Level 4 and level 5 criteria (results and return on investment) can also be used to determine whether training has resulted in an improvement in business results, such as productivity or customer satisfaction” (Noe, 2017, p. 252).

“A useful taxonomy of content and design dimensions for assessment was provided by Lee and Pershing (1999), and is shown in Exhibit 11.1. The exhibit lists ten potential assessment dimensions, along with the specific purpose for the dimension (what is to be learned, and how that information is useful), and sample questions” (Kraiger, 2002, p. 344).

Avoiding Leadership Training Mistakes

One important tip to always remember is this: Not all participants who attend leadership development training will be successful after training and this is to be expected. The reason is because of two things:

(1) The motivation, attitudes, and expectations of the learner are absolutely critical to training effectiveness (Tannenbaum & Yukl, 1992). If an employee is unmotivated to learn, doesn’t believe in their own abilities, and is not goal-oriented during training then the chances of this employee learning and applying the knowledge and behaviors taught will be negligible (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012).

(2) The support and encouragement from the employee’s supervisor is also key to training success. Research shows that one of the biggest determinants to whether training is successful or not is the amount and degree to which each participant’s manager will provide support and offer a chance to practice once the participant is back in his/her role after training (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012). So be sure to ask and have the answers to these post-training questions: (a) How much support and encouragement will they get from their managers/supervisors once they return to their roles after training? (b) Will there be on-the-job training to further support their growth?

It’s very demoralizing for an employee to return from leadership development training to a boss who doesn’t support, encourage, or provide an opportunity for that employee to put into practice the things he or she learned in leadership development training. Indeed, one of the major reasons employees leave an organization is due to the lack of growth and advancement opportunities (Branham, 2012).

Therefore, make sure that the culture of the overall organization and within each department is one that values, supports, and encourages growth of each employee. I would recommend surveying leaders and employees throughout your organization about the amount and level of support they believe they get for training and employee development learning from the overall organization and from within their own teams and departments.

Conducting a “PreMortem” Exercise

A great way to anticipate problems, prior to implementing a leadership development program, is to use what’s called a PreMortem. The purpose of a PreMortem is “to find key vulnerabilities in a plan” (Klein, 2004, p. 98). In a PreMortem, the group tries to anticipate a plan’s weaknesses through the simulations of different disaster and failure scenarios. The group’s job is to then find “ways to counter the weaknesses they have pinpointed” (Klein, 2004, p. 99).

“PreMortem begins with the assumption that the plan has failed. The attitude of complacency and the false sense of security is punctured, at least temporarily, and is replaced by an active search aimed at preventing trouble later on” (Klein, 2004, p. 101).

The PreMortem is designed to provide a safe “format that supports a productive critique of a plan” (Klein, 2004, p. 99). In a PreMortem, the team members independently list everything that worries them about a new plan or project. This method challenges the complacency of the group which can sometimes masquerade as harmony (Klein, 2014).

The PreMortem is used in a project kickoff meeting. The project team has reviewed the plan the members developed. “In the PreMortem exercise, the team is told to imagine that it is now some time in the future — say 6 months from now. We are looking in a crystal ball, and what we see is terrible. The plan has been a disaster. Each person in the room has the next two minutes to write down all the reasons he/she can think of to explain what went wrong. Once the two minutes are up, the facilitator captures what the team members wrote down — a blueprint for failure” (Klein, 2015).

“As a by-product of using the PreMortem exercise, team members will become better at mentally simulating how a plan or project is likely to play out. They will learn from each other about ways that plans can fail, and thereby increase the patterns they can recognize and their mental models, which in turn strengthens their intuitions. These skills enable people to produce better plans and avoid pitfalls” (Klein, 2004, p. 99).

Leader Self-Development

There are various ways to develop a person’s leadership capacity. One type of leader development is leader self-development. “Leader self-development refers to activities that leaders take upon themselves in order to develop their leadership capacity” (Simmons, 2017).

Here’s something to think about:

“Although learning and training are related, they are not the same. Some training fails to produce any learning, and a great deal of learning occurs outside of training. Learning is a desired outcome of training—a process of acquiring new knowledge and behaviors as a result of practice, study, or experience. It involves relatively permanent changes in cognition, behavior, and affect” (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012, p. 77).

What this means is that, even after a weeklong “training” program, a person might not “learn” much or even anything at all. A trainee’s motivation, attitudes, and expectations strongly influence training effectiveness (Tannenbaum & Yukl, 1992). What’s more, only 7 to 9 percent of skill acquisition comes from formal training. Instead, leaders (both formal and informal) are key factors in learning—as they greatly influence what people actually do on the job. Obviously, trainees must continue to learn on the job after they’ve attended “training” (Salas, Tannenbaum, Kraiger, & Smith-Jentsch, 2012).

Self-development is learning beyond the classroom and individuals who commit to this learning mindset will grow as a leader (Scisco, Biech, & Hallenbeck, 2017).

Leader Development Is Personal Development

“[A]ll people can learn and grow in ways that make them more effective in the various leadership roles and processes they take on” (McCauley, Velsor, & Ruderman, 2010, p. 3). Leader development is about the process of personal development that improves leader effectiveness (McCauley, Velsor, & Ruderman, 2010).

I like the Center for Creative Leadership’s view that leader development is synonymous with personal development (McCauley, Velsor, & Ruderman, 2010): “developing the individual capacities needed for effective leadership—such as self-management, social skills, and work facilitation capabilities—is synonymous with what is often labeled ‘personal development'” (McCauley, Velsor, & Ruderman, 2010, p. 26).

A suggestion I share with leaders (when they seek my advice about self-improvement) is to choose what they want to work on and focus on just that one thing or two things. You don’t need to be perfect and you don’t need to be everything to everybody. You just need to be you, not a “perfect” you, just a “better” you.

“You can’t set goals for every leadership competency you want to develop. Narrow your goals to those that you feel passionate about, those that benefit you or can reduce mistakes, and those that are not too difficult to achieve but still stretch your abilities” (Scisco, Biech, & Hallenbeck, 2017, p. 349).

Marshall Goldsmith (2007) has similar advice: “Pick one issue that matters and ‘attack’ it until it doesn’t matter anymore. If you’re a bad listener, choose to become a better listener—not the best listener in the world” (p. 192-193).

Takeaway: Everyone in an organization — from rank-and-file employees to mid- and senior-level, and C-suite members — needs to understand that leadership development is self-development and requires taking an honest and humble examination of yourself. Leader self-development means adopting a “learning beyond the classroom” mindset. Remember, you do not need to be a “perfect” you, just a “better” you. Each of us must continually learn, own up to our mistakes, acknowledge that we do not know enough, and accept that part of learning means to change something about ourselves, even changing something we don’t think needs changing.

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Branham, L. (2012). The 7 Hidden Reasons Employees Leave (2nd ed.). AMACOM.

Davies, E. (2007). The Training Manager’s Desktop Guide (2nd ed.). Thorogood Publishing.

Day, D. V., Fleenor, J. W., Atwater, L. E., Sturm, R. E., & McKee, R. A. (2014). Advances in leader and leadership development: A review of 25 years of research and theory. The Leadership Quarterly, 25(1), 63-82.

Goldsmith, M. (2007). What Got You Here Won’t Get You There. Hyperion.

Klein, G. (2004). The Power of Intuition: How to Use Your Gut Feelings to Make Better Decisions at Work. Currency.

Klein, G. (2014). Different Tactics for Making Discoveries: Each path to insight calls for its own techniques. Psychology Today. https://www.psychologytoday.com/us/blog/seeing-what-others-dont/201403/different-tactics-making-discoveries

Klein, G. (2015, October 21). The Pro-Mortem Method: Creating a blueprint for success. Psychology Today. https://www.psychologytoday.com/us/blog/seeing-what-others-dont/201510/the-pro-mortem-method

Kraiger, K. (2002). Decision-based evaluation. In K. Kraiger (Ed.), Creating, implementing, and maintaining effective training and development: State-of-the-art lessons for practice (pp. 331-375). Jossey-Bass.

Lacerenza, C. N., Marlow, S. L., Tannenbaum, S. I., & Salas, E. (2018). Team development interventions: Evidence-based approaches for improving teamwork. American Psychologist, 73(4), 517-531.

Lacerenza, C. N., Reyes, D. L., Marlow, S. L., Joseph, D. L., & Salas, E. (2017). Leadership training design, delivery, and implementation: A meta-analysis. Journal of Applied Psychology, 102(12), 1686-1718.

McCauley, C., Kanaga, K., & Lafferty, K. (2010). Leader Development Systems. In E. V. Velsor, C. D. McCauley, & M. N. Ruderman (Eds.), The Center for Creative Leadership Handbook of Leadership Development [3rd ed.] (pp. 29-61). Jossey-Bass.

McCauley, C. D., Velsor, E. V., & Ruderman, M. N. (2010). Introduction: Our View of Leadership Development. In E. V. Velsor, C. D. McCauley, & M. N. Ruderman (Eds.), The Center for Creative Leadership Handbook of Leadership Development [3rd ed.] (pp. 1-26). Jossey-Bass.

Noe, R. A. (2017). Employee Training and Development (7th ed.). McGraw-Hill Education.

Salas, E., Tannenbaum, S. I., Kraiger, K., & Smith-Jentsch, K. A. (2012). The science of training and development in organizations: What matters in practice. Psychological Science in the Public Interest, 13(2) 74-101.

Scisco, P., Biech, E., & Hallenbeck, G. (2017). Compass: Your Guide for Leadership Development and Coaching. Center for Creative Leadership Press.

SHRM (Society of Human Resource Management). (2020). Developing Organizational Leaders. https://www.shrm.org/resourcesandtools/tools-and-samples/toolkits/pages/developingorganizationalleaders.aspx

Simmons, M. J. (2017). Leader self-development: An emerging strategy for building leadership capacity. [Doctoral dissertation, Kansas State University]. K-State Research Exchange. https://krex.k-state.edu/dspace/handle/2097/38200

Tannenbaum, S., & Yukl, G. (1992). Training and Development in Work Organizations. Annual Review of Psychology, 43, 399-441.

3 Reasons Physical Offices & Face-to-Face Meetings Are Not Going Away

The traditional, physical office is not going away any time soon despite advances in technology allowing people to work remotely, either at a home office, coworking space, virtual office, or another remote location (such as a coffee shop, library, or bookstore). Similarly, face-to-face meetings will not disappear, even though we can use email, phone, text, or virtual conference calls to conduct business meetings.

The COVID-19 (coronavirus) pandemic reignited the debate about remote work, with some suggesting that it will be the new normal even after COVID-19 (Verbeemen & D’Amico, 2020).

There are 3 reasons why remote work will not be the new normal and why physical offices and face-to-face meetings will stick around:

  1. The reactive response of companies to initiate a temporary work-from-home solution resulted in a bad experience to long-term remote work.
  2. Companies won’t invest time or money to address remote work structurally in their organizations.
  3. Our brains are wired to connect with others because humans have a need for meaningful social connection.

Reason #1 – Companies’ Haphazard Response to Initiate a Temporary Work-From-Home:

Shifting the workforce to remote work as a haphazard and forced reaction to COVID-19 will leave a bad taste in many people’s mouths about their experience working remotely. This GitLab article, titled “What Not to Do When Implementing Remote” is a fantastic resource:

“Remote work isn’t something you do as a reaction to an event — it is an intentional approach to work that creates greater efficiency, more geographically and culturally diverse teams, and heightened transparency.

What is happening en masse related to Coronavirus (COVID-19) is largely a temporary work-from-home phenomenon, where organizations are not putting remote work ideals into place, as they expect to eventually require their team members to resume commuting into an office.” -GitLab

In a Forbes article titled, “Remote Work Advocates Warn Companies About COVID-19 Work-From-Home Strategies,” Laurel Farrer wrote: “all of this unexpected remote work adoption has telecommuting experts concerned instead of celebrating.”

Reason #2 – Companies Not Willing to Invest Time & Money:

Most companies are not investing and will not invest time and money to tackle remote work structurally in their organizations.

Verbeemen & D’Amico (2020) wrote that remote work “will only be a real success if companies start tackling remote working structurally.” Organizations must secure the infrastructure for remote work and implement remote work in a structural way:

“Companies that see salvation in a fast adoption of tools without structural adjustments, risk a loss of efficiency and frustration among employees and stakeholders. It is not enough to simply provide the necessary infrastructure and tools. Some companies already had the infrastructure and tools available at the start of the crisis, but are only now realizing their full potential. Tools are important, but a successful migration also requires leadership, clear guidelines and real commitment” (Verbeemen & D’Amico, 2020).

Here are some findings:

  • At a global level: 56% of global companies allow remote work, but 44% of global companies don’t allow remote work (Owl Labs Global State of Remote Work Report 2018).
  • At a company level: Only 30% of senior managers feel their organization is well prepared for the rise of remote work (Future Positive Report).
  • At a leadership level: While 82% believe that leaders in the new economy will need to be digitally savvy, less than 10% of respondents strongly agree that their organizations have leaders with the right skills to thrive in the digital economy (The New Leadership Playbook for the Digital Age).
  • At a worker level: 38% of remote workers and 15% of remote managers received no training on how to work remotely (Owl Labs State of Remote Work Report 2019).

Werk (a people analytics company) conducted a comprehensive study [The Future is Flexible – Werk Flexibility Study] on the state of flexibility in corporate America. “According to [the] research, there is a significant gap between the supply and demand of workplace flexibility. 96% of employees in the U.S. workforce need some form of flexibility at work, yet only 42% have access to the type of flexibility they need, and only 19% have access to a range of flexible options. This gap is even more pronounced for women, where only 34% have access to the flexibility they need.”

Even though organizations are becoming aware that they need to adopt a more human-centric view, one that supports the employees’ needs (e.g., remote work, wellness programs, etc.), “innovation in terms of how the workplace and jobs are structured has been slow. If companies are going to truly adapt, stay nimble, and poise themselves for growth in the Human Era, they must reconsider the fundamentals of how jobs are designed and how, where, and when work gets done” (The Future is Flexible – Werk Flexibility Study Report).

In the Owl Labs’ State of Remote Work Report 2019, remote employee managers were asked about their biggest challenges and concerns when it came to managing their remote employees. Here’s what they said — They are most concerned about reduced employee productivity (82%), reduced employee focus (82%), lower employee engagement and satisfaction (81%), and whether their remote employees are getting their work done (80%).

Somewhat troubling in that Owl Labs’ State of Remote Work Report 2019 was what remote managers said were their least concerns: Managers are least concerned with employee loneliness (59%), the career implications of employees working remotely (65%), employees overworking (67%), and difficulty managing them (68%).

Gallup research suggests there are three areas in which managers struggle to engage their remote workers (Mann, 2017):

  1. Not recognizing or praising good work.
  2. Not talking to remote workers about career goals and personal growth.
  3. Not providing opportunities to connect with coworkers.

“While remote work is a valid strategy to maintain business continuity in times of crisis like the outbreak of COVID-19, suddenly allowing remote work with no clear policy or processes in place will not have the same positive outcomes as investing adequate resources into preparing leaders and employees for success in a remote environment.” -Tammy Bjelland, CEO Workplaceless

What I see happening—and I believe this trend will continue—is a semi-hybrid company [in which most employees are co-located/on-site and a handful who work remotely] that uses a semi-flexible schedule approach requiring significant time onsite [for co-located employees] and some time offsite/remote. In this semi-flexible schedule approach, organizations require most of their workforce to work and attend meetings onsite but will allow some leaders and staff (at the discretion and whim of their managers) the flexibility to occasionally work and/or attend meetings remotely.

Reason #3 – The Human Brain is Wired to Connect to Others:

The third and my strongest argument why remote work won’t be the new normal is that human beings have an innate and basic need for in-person interactions and the bias toward and preference for face-to-face interactions.

A Futurestep poll of 1,320 global executives in 71 countries found that 61% of senior managers think telecommuters are not as likely as conventional office workers to be promoted, despite the fact that over three-quarters also think teleworkers are equally productive as (42%) or more productive than (36%) their office-dwelling colleagues (Vickers, 2007 citing Bridgeford). Managers might recognize that teleworkers are productive, but they are still accustomed toward face-to-face interactions.

Indeed, remote workers are at risk of getting lower performance evaluations, smaller raises and fewer promotions (even if they work just as long and hard) due to what is called, “passive face time” or the notion of just being “seen” in the workplace even if we don’t interact with anyone in the office (Elsbach & Cable, 2012).

Face-to-face meetings are crucial to business success (Goman, 2016). Even those who make a case for remote work must concede that, “collaborating face-to-face probably is better than collaborating remotely” (Clancy, 2020). When extensive collaboration is required, remote work “may be less productive than colocation [where coworkers are physically clustered together in the same physical workplace]” (Clancy, 2020).

Michael Massari, Caesars Entertainment’s Senior Vice President of National Meetings and Events and Chief Sales Officer, shared some sage advice about the value and advantage of face-to-face meetings:

“No matter what industry you work in, we are all in the people business. Regardless of how tech-savvy you may be, face-to-face meetings are still the most effective way to capture the attention of participants, engage them in the conversation, and drive productive collaboration.” -Michael Massari (Caesars Entertainment’s Senior Vice President of National Meetings and Events and Chief Sales Officer)

Contrary to the belief that making a phone call saves time over a face-to-face meeting, Massari said this:

“If I have to go outside my division to ask for resources from someone I don’t know, I can usually get what I need in a five-minute in-person conversation. If I have to rely on a phone call, it is going to take over 30 minutes to explain who I am, why my request is important, and why the other person should help me. That’s because it is so much faster and easier to establish trust when people physically meet.” -Michael Massari (Caesars Entertainment’s Senior Vice President of National Meetings and Events and Chief Sales Officer)

Researchers have found that, “people tend to overestimate the power of their persuasiveness via text-based communication, and underestimate the power of their persuasiveness via face-to-face communication.” (Bohns, 2017). As a matter of fact, a face-to-face request is 34 times more successful than an email (Bohns, 2017).

In a survey of 760 business executives conducted by Forbes Insights in June 2009, respondents were asked to choose the meeting method that was most conducive to fostering a certain business action or outcome. “Executives preferred face-to-face meetings when the decision-making process was fluid, requiring the kind of give-and-take typical of complex decisions and sales” (Forbes, 2009).

“Surprisingly given the advances in information technology, CEOs today spend most of their time in face-to-face meetings. They consider face-to-face meetings most effective in getting their message across and obtaining the information they need. Not only do meetings present data through presentations and verbal communications, but they also enable CEOs to pick up on rich nonverbal cues such as facial expressions, body language, and mood, that are not apparent to them if they use e-mail or Skype” (Rothaermel, 2016, p. 43).

Beyond the business desire to close a deal, “the benefits of in-person social interaction—from bonding with co-workers to using time at the pool or café to cement a client relationship—are among the more subtle, less measurable advantages executives cited” (Forbes, 2009).

The COVID-19 pandemic and the importance and need for social distancing and remaining indoors and away from others exacerbated our experiences of cabin fever, isolation, and loneliness.

Research has provided consistent evidence linking social isolation and loneliness to worse cardiovascular and mental health outcomes (Leigh-Hunt, Bagguley, Bash, et al., 2017). Indeed, “social isolation [not being alone but one’s experience of feeling lonely] has an impact on health comparable to the effect of high blood pressure, lack of exercise, obesity, or smoking (Cacioppo & Patrick, 2008, p. 5).

Although people claim that their goal is to be able to work from home, when they actually have to do their work from home, those individuals reported higher levels of stress (Scott, 2020). For a great article on what’s stressful about working from home (e.g., lack of structure; lots of distractions; difficulty setting boundaries; social isolation; and lack of focus) see How to Handle the Stress of Working From Home.

“Those who work at home may find that the solitude can be a double-edged sword. It is, of course, easier to focus when you’re in your own home with no co-workers coming by your desk to chat at random times. But while this solitude can feel blissful at times, when we have no mandate for social interaction during the workday—when we don’t automatically run across people outside of those we live with—we can become lonely before we realize it” (Scott, 2020).

As evidenced, during the COVID-19 pandemic, by the boredom, loneliness, and isolation—with some people even going so far as paying money to join virtual Zoom parties (starting at $10 and going up to $80 for a private room in Club Quarantee to virtually party alongside Instagram-famous DJs and burlesque dancers)—human beings desire, indeed we need, human connections, and in particular in-person interaction and connection.

There’s value in face-to-face interaction & collaboration. Human beings crave human connection and interaction. “[O]ur brains are wired to connect with other people” (Lieberman, 2013, p. x). Lieberman says human beings are wired in a way such that our well-being depends on our connections with other people. “We depend on the most complicated entities in the universe, other people, to make our food, pay our rent, and provide for our general well-being” (2013, p. 238).

“Everything we have learned about the social brain tells us that we are wired to make and keep social connections, that we feel pain when these connections are threatened, and that our identity, our sense of self, is intimately tied up with the groups we are a part of” (Lieberman, 2013, p. 248-249).

But these interactions are not just about the number of people you spend time with. Rather, these connections need to satisfy our need to have close, satisfying relationships. Indeed, “loneliness is typically rooted in the quality rather than the quantity of social interaction: Lonely people spend plenty of time with others, but they do not come away from these interactions feeling satisfied” (Baumeister & Bushman, 2014, p. p. 410).

Loneliness is a state of mind and causes us “to feel empty, alone, and unwanted. People who are lonely often crave human contact, but their state of mind makes it more difficult to form connections with other people.” (Cherry, 2020).

Experts contend that humans are social creatures and we function better when we are around other people (DiGiulio, 2018). Even more strongly, a case can be made that our need to connect with others is as strong and fundamental as our need for food and water (Cook, 2013). Physical connection between humans is so strong that the power of touch can even create an analgesic, painkilling effect (Lamothe, 2018).

During this COVID-19 pandemic, it is more important than ever to foster relational connection to curb the rise of loneliness (Stallard & Stallard, 2020). “Research suggests that the majority of individuals today lack sufficient social connection. This connection deficit may exacerbate the negative effects of stress and diminish physical and emotional resilience that people will need to fight the COVID-19 virus” (Stallard & Stallard, 2020).

In his TEDx Talk, neuroscientist Matthew Lieberman said: “Our urge to connect and the pain we feel when this need is thwarted, is one of the seminal achievements of our brain that motivates us to live, work, and play together. You can have the greatest idea in the world, but if you can’t connect with other people nothing will come of it. You can’t build a rocket ship by yourself.”

“To the extent that we can characterize evolution as designing our modern brains, this is what our brains were wired for: reaching out to and interacting with others. These are design features, not flaws. These social adaptations are central to making us the most successful species on earth.” (Lieberman, 2013, p. 9).

According to social psychologists, our need for affiliation or connection to others is universal and all human beings have this need. “Some individuals claim that they have little or no need for affiliation—for connections to other people. But research findings indicate that even such persons really do have affiliation needs. How do we know that’s true? When such people learn that they have been accepted by others, both their moods and self-esteem increase. That would only be expected to happen if such acceptance satisfied a basic need for affiliation. . . . In short, all human beings—even people who claim otherwise—have strong needs for affiliation—to feel connected to others. They may conceal these needs under a mask of seeming indifference, but the needs are still there no matter how much such people try to deny them” (Baron & Branscombe, 2012, p. 218).

Researchers examined the emotional experience of connectedness between pairs of close friends in digital (text, audio, and video) versus in-person environments. They recruited 58 female university students aged 18-21 years (consisting of 29 pairs of close female friends). Although adolescent and emerging adults’ digital communication is primarily text-based, the researchers discovered that the greatest bonding actually occurs during in-person interaction, followed by video chat, audio chat, and instant messaging (Sherman, Michikyan, & Greenfield, 2013).

“Despite our remarkable ability to utilize tools and technologies to improve our lives in many ways, humans are constrained by the evolutionary context in which human social interaction developed” (Sherman, Michikyan, & Greenfield, 2013).

Takeaway: Traditional physical offices and face-to-face meetings are here to stay and remote work will not be the new normal as a result of the COVID-19 pandemic. There are three reasons why. First, most people’s introduction to and experience with remote work occurred as a direct, but reactive response of companies to initiate a temporary work-from-home solution. Second, most companies will not be spending the time and money to tackle remote work structurally in their organizations. Third, the human brain is wired to connect with other people and human beings have a need for meaningful social connection. It’s a beautiful, defining quality of being human.

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Baron, R. A., & Branscombe, N. R. (2012). Social Psychology (13th Ed.). Pearson Education, Inc.

Baumeister, R. F., & Bushman, B. J. (2014). Social Psychology and Human Nature (3rd Ed.). Wadsworth, Cengage Learning.

Bloomberg & Lhooq, M. (2020, April 14). People are paying real money to get into virtual Zoom nightclubs. https://fortune.com/2020/04/14/zoom-nightclubs-virtual-bars-video-calls-coronavirus/

Bohns, V. K. (2017, April 11). A Face-to-Face Request Is 34 Times More Successful Than an Email. https://hbr.org/2017/04/a-face-to-face-request-is-34-times-more-successful-than-an-email

Cacioppo, J. T., & Patrick, W. (2008). Loneliness: Human Nature and the Need for Social Connection. W. W. Norton & Company.

Cherry, K. (2020, March 23). The Health Consequences of Loneliness. https://www.verywellmind.com/loneliness-causes-effects-and-treatments-2795749

Clancy, M. (2020, April 13). The Case for Remote Work. Economics Working Papers: Department of Economics, Iowa State University. 20007. https://lib.dr.iastate.edu/econ_workingpapers/102

Cook, G. (2013, October 22). Why We Are Wired to Connect. https://www.scientificamerican.com/article/why-we-are-wired-to-connect/

Cuncic, A. (2020, March 27). How to Cope With Loneliness During the Coronavirus Pandemic. https://www.verywellmind.com/how-to-cope-with-loneliness-during-coronavirus-4799661

DiGiulio, S. (2018, January 9). In good company: Why we need other people to be happy. https://www.nbcnews.com/better/health/good-company-why-we-need-other-people-be-happy-ncna836106

Doherty, C. (2020, May 2). What Is Coronavirus (COVID-19)? https://www.verywellhealth.com/coronavirus-overview-4783291

Elsbach, K., & Cable, D. M., & Sherman, J. W. (2010). How passive ‘face time’ affects perceptions of employees: Evidence of spontaneous trait inference. Human Relations, 63(6), 735-760.

Farrer, L. (2020, March 5). Remote Work Advocates Warn Companies About COVID-19 Work-From-Home Strategies. https://www.forbes.com/sites/laurelfarrer/2020/03/05/ironically-remote-work-advocates-warn-companies-about-covid-19-work-from-home-strategies/#536739222051

Forbes. (2009). Business Meetings: The Case for Face-to-Face. Forbes Insights. https://images.forbes.com/forbesinsights/StudyPDFs/Business_Meetings_FaceToFace.pdf

Fritscher, L. (2020, April 23). Cabin Fever Symptoms and Coping Skills. https://www.verywellmind.com/cabin-fever-fear-of-isolation-2671734

Fuller, J. B., Wallenstein, J. K., Raman, M., & de Chalendar, A. (2019, May). Future Positive Report: How Companies Can Tap Into Employee Optimism to Navigate Tomorrow’s Workplace. BCG, Harvard Business School.

GitLab. What not to do when implementing remote: don’t replicate the in-office experience remotely. https://about.gitlab.com/company/culture/all-remote/what-not-to-do/

Goman, C. K. (2016, March 11). The Immeasurable Importance Of Face-To-Face Meetings. https://www.forbes.com/sites/carolkinseygoman/2016/03/11/the-immeasurable-importance-of-face-to-face-meetings/#440d18934937

Lamothe, C. (2018, January 3). Let’s touch: why physical connection between human beings matters. https://www.theguardian.com/society/2018/jan/03/lets-touch-why-physical-connection-between-human-beings-matters

Lieberman, M. D. (2013). Social: Why Our Brains Are Wired to Connect. Oxford University Press.

Lieberman, M. D. (2013, September 19). The social brain and its superpowers – TEDxStLouis. https://youtu.be/NNhk3owF7RQ

Leigh-Hunt, N., Bagguley, D., Bash, K., et al. (2017). An overview of systematic reviews on the public health consequences of social isolation and loneliness. Public Health, (152)157-171.

Mann, A. (2017, August 1). 3 Ways You Are Failing Your Remote Workers. https://www.gallup.com/workplace/236192/ways-failing-remote-workers.aspx

Owl Labs. 2018 Global State of Remote Work. https://www.owllabs.com/state-of-remote-work/2018

Owl Labs. The State of Remote Work Report. https://www.owllabs.com/state-of-remote-work

Owl Labs. [New Research] 2019 State of Remote Work. https://www.owllabs.com/blog/2019-state-of-remote-work

Ready, D. A., Cohen, C., Kiron, D., Pring, B. (2020, January). The New Leadership Playbook for the Digital Age: Reimagining What It Takes to Lead.

Rothaermel, F. T. (2016). Strategic Management (3rd Ed.). McGraw-Hill Education.

Scott, E. (2020, March 17). How to Handle the Stress of Working From Home. https://www.verywellmind.com/the-stress-of-working-from-home-4141174

Sherman, L. E., Michikyan, M., & Greenfield, P. M. (2013). The effects of text, audio, video, and in-person communication on bonding between friends. Cyberpsychology: Journal of Psychosocial Research on Cyberspace, 7(2), Article 3. https://doi.org/10.5817/CP2013-2-3

Stallard, M. L., & Stallard, K. P. (2020, March 26). COVID-19 Is Coinciding With a Loneliness Epidemic. https://www.govexec.com/management/2020/03/covid-19-coinciding-loneliness-epidemic/164153/

Verbeemen, E., & D’Amico, S. B. (2020, April 9). Why remote working will be the new normal, even after COVID-19. https://www.ey.com/en_be/covid-19/why-remote-working-will-be-the-new-normal-even-after-covid-19

Vickers, M. (2007). Adapting to Teleworker Trends. American Management Association’s Moving Ahead Newsletter, 2(10). http://www.amanet.org/training/articles/Adapting-to-Teleworker-Trends.aspx

Werk. The Future is Flexible – Werk Flexibility Study. https://werk.co/documents/The%20Future%20is%20Flexible%20-%20Werk%20Flexibility%20Study.pdf

Workplaceless. (2020, May 1). Preparing for Emergency Remote Work. https://www.workplaceless.com/blog/emergency-remote-work

How to Work Remotely During COVID-19 and Maintain Your Emotional Health

I have been asked about tips and strategies to help individuals be effective in working remotely during this COVID-19 (coronavirus) pandemic. Here are my thoughts.

Tips for Effectively Working Remotely:

1. Technology & Tools: Make sure you have the technology, equipments, and softwares to continue to be productive and get your work done. Practice and become comfortable with the various tools that your team and/or company requires you to use. For instance, for videoconferencing, be sure to know how to use the applications that your team uses (e.g., Zoom, WebEx, etc.). Also, even if you are familiar with the app, learn to use it and understand its limitations. Many videoconferencing tools are good to use for video through your laptop or computer’s built-in camera. However, the audio can, and is often spotty. So many times, it is best to “dial in” to the video call, and also call in on your cell phone for the audio portion.

Another thing to consider are the restrictions placed on you by your company’s IT department when you use your work laptop to work remotely. Some companies will require you to use a secure two-factor authentication process by going through an app, such as Duo Mobile, to log into your work laptop. Depending on how reliable the app and service is, this process can be quite cumbersome.

When doing video calls, preparation can go a long way in making your calls more tolerable for you and your colleagues (Chen, 2020). You will want to check your webcam, microphone, and internet speed. Also, be aware of what is in the background behind you (pets, kids, personal or identifiable items, etc.) and, as much as possible, minimize distractions and be sure that you can pay attention.

Equally important is to remember that when a video call will not work (newsflash: not everyone is comfortable using or being on a video call), try something else — like calling them on the phone.

*For Leaders:* If you are a leader leading a team, don’t forget that the virtual tools and technology serve to help you connect with your team. They aren’t meant to replace you in communicating and connecting with your team members.

I love this message from Patrick Lencioni reminding leaders to be exceedingly human:

“Demonstrate your concern for the very real fears and anxieties that your people are experiencing, not only professionally and economically, but socially and personally. Even though you don’t have definitive answers to all of their questions, don’t let that keep you from listening to them and empathizing with their fears.” -Patrick Lencioni

Here’s a great reminder that remote teams need real communication:

“You are a human manager learning to communicate with other humans aided by the power of technology. These efforts should allow you to think about the value of the human experience as supported by the best version of technology we can leverage for the goal. The power really is in your human hands; the technology just helps it virtually travel around the world” (Bisbee & Wisniewski, 2020).

2. Workspace: You need to set up a work office environment. Setting up a workspace will mentally prepare you and can be a good way to help separate your work & home space.

3. Rituals, Structure, and Breaks: You will want to develop rituals and be consistent about how you will start and end your day, as well as give yourself time to eat lunch and take short breaks throughout the day. You’ll also need to create a system or devise a method so that both you and those around you understand and know your work schedule.

4. Watercooler Conversations: When you are physically at the office, you can and do run into colleagues in the break room and are able to catch up with them or even solve or work through a challenge just by engaging in an unplanned watercooler conversation. When you work remotely, this is not possible so be sure to design a way to engage with your coworkers and/or your boss. Some teams use an instant messaging app like Microsoft Teams, Skype, or Slack to stay connected.

5. Chunk Your Time: Block times throughout the day that will work with your schedule, while trying to balance working at “home”. For instance, being at home and especially currently with many of the school children also in the home, you might not be able to follow a strict 8-5 schedule as you would normally follow in your office. In that case, break that up or chunk it into smaller chunks of time. For example, you might schedule 6am – 8am; 10am – 12pm; 2pm – 4pm; and 7pm – 9pm or 8am – 11am; 1pm – 3pm; 6pm – 9pm.

6. Be Prepared to Work More or Longer Hours: Make no mistake, working from home requires MORE (not LESS) of your time. As a matter of fact, people who telecommute, especially those who have done so for an extended period of time will tell you that it actually requires you to work more, not less.

Tips for Maintaining Your Emotional Health & Mental Sanity:

1. The COVID-19 (coronavirus) pandemic has created a unique scenario because it is the reason why this forced social experiment of remote work is suddenly on everyone’s mind. Indeed, many companies are suddenly requiring their employees to work from home to help contain the spread of the virus. It is important to understand and acknowledge some of the things you may experience as a result of this disruption to your regular routines (i.e., if you typically come into the office to work), such as fear and anxiety; depression and boredom; and anger, frustration or irritability.

2. To better handle and cope with this situation, try the following:

  • limit the amount of news you consume; get news from reliable sources
  • set up and follow a daily routine
  • stay connected to your coworkers, friends, and family
  • adopt a strong internal locus of control; realize there are things within your control & things outside of your control
  • take breaks and make time to unwind
  • practice gratitude and try to look for the positives
  • try meditation, mindfulness, or other relaxation exercises
  • get enough sleep, eat well, and exercise

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

American Psychological Association. Keeping Your Distance to Stay Safe. https://www.apa.org/practice/programs/dmhi/research-information/social-distancing

American Psychological Association. (2020, March 16). Seven crucial research findings that can help people deal with COVID-19. https://www.apa.org/news/apa/2020/03/covid-19-research-findings

Bisbee, B., & Wisniewski, K. (2020, March 18). Remote Teams Need Real Communication. Association for Talent Development. https://www.td.org/insights/remote-teams-need-real-communication

Centers for Disease Control and Prevention (CDC). Manage Anxiety & Stress. https://www.cdc.gov/coronavirus/2019-ncov/prepare/managing-stress-anxiety.html

Centers for Disease Control and Prevention (CDC). Taking Care of Your Emotional Health. https://emergency.cdc.gov/coping/selfcare.asp

Chen, B. (2020, March 25). The Dos and Don’ts of Online Video Meetings. NYTimes.com. https://www.nytimes.com/2020/03/25/technology/personaltech/online-video-meetings-etiquette-virus.html

Neeley, T. (2020, March 15). 15 Questions About Remote Work, Answered. Harvard Business Review. https://hbr.org/2020/03/15-questions-about-remote-work-answered

Nguyen, S. (2015, August 22). The Pitfalls Of Telecommuting. https://workplacepsychology.net/2015/08/22/the-pitfalls-of-telecommuting/

Steve Jobs Had Moderately Low Emotional Intelligence

I thought this might be an interesting case study. I’ve come across many articles where writers (both lay and scholars) have stated that they believe Steve Jobs had high emotional intelligence (EQ).

Let’s start by defining emotional intelligence:

Emotional intelligence is the “ability to perceive and express emotion, assimilate emotion in thought, understand and reason with emotion, and regulate emotion in the self and others” (Mayer, Salovey, Caruso, & Cherkasskiy, 2011, p. 532).

Emotional intelligence is “a set of emotional and social skills that influence the way we perceive and express ourselves, develop and maintain social relationships, cope with challenges, and use emotional information in an effective and meaningful way” (Multi-Health Systems, 2011).

Here’s my position: Steve Jobs’ emotional intelligence was very unbalanced, so much so that I believe his overall EQ score was moderately low to moderate.

In this article, I have included extensive passages, statements, and stories and quoted them verbatim from the Steve Jobs biography by Walter Isaacson as well as from a few other sources to support my viewpoint. This is done intentionally as rewording or paraphrasing would dilute the writings and storytelling and I didn’t want to do that.

There’s no doubt that Steve Jobs was a visionary genius who, over three decades, brought some incredible products (e.g., Apple II, Macintosh, iPod, iPhone, iPad, and many others) to market, and who transformed entire industries (Isaacson, 2011).

While he was very effective in some leadership areas, he was extremely lacking in others. Therefore, I would argue that Steve Jobs had a very unbalanced emotional intelligence which contributed to his moderately low overall emotional intelligence.

I will use the Emotional Quotient Inventory (EQ-i) 2.0. The EQ-i 2.0 measures emotional intelligence. More specifically, the EQ-i 2.0 measures a set of emotional and social skills that influence the way individuals: (1) perceive and express themselves, (2) develop and maintain social relationships, (3) cope with challenges, and (4) use emotional information in an effective and meaningful way.

The EQ-i 2.0 is made up of 5 composites: Self-Perception, Self-Expression, Interpersonal, Decision Making, and Stress Management. Each of the composites contains 3 subscales.

  1. Self-Perception: Self-Regard, Self-Actualization, Emotional Self-Awareness
  2. Self-Expression: Emotional Expression, Assertiveness, Independence
  3. Interpersonal: Interpersonal Relationships, Empathy, Social Responsibility
  4. Decision Making: Problem Solving, Reality Testing, Impulse Control
  5. Stress Management: Flexibility, Stress Tolerance, Optimism

If we’re going by the EQ-i 2.0 and its 15 subscales, Jobs had extremely high self-regard, self-actualization, and self-awareness. He was also very assertive and optimistic.

However, a strength overdone or overused can become a weakness. In FYI: For Your Improvement (a guide for coaching and development), Lombardo and Eichinger (2000) cautioned that, “Sometimes a strength used to extreme turns into a weakness” (p. vi).

Too much Self-Regard can be or look/sound:

  • Arrogant
  • Vain & conceited
  • Narcissistic
  • Over-confident
  • Burdensome with thoughts of superiority

Too much Self-Actualization can be or look/sound:

  • Perpetually dissatisfied with the status quo
  • Overly goal-driven—too intense
  • Overly exuberant with your activities and points of passion
  • Self-centered—blind to the needs and interests of others

Too much Emotional Self-Awareness can be or look/sound:

  • Self-consumed—seeing things unrelated to you only through your own emotional filters
  • Self-centered and self-indulgent
  • Hypersensitive to your own emotions
  • Insensitive to others’ needs

Too much Assertiveness can be or look/sound:

  • Aggressive
  • Abusive
  • Militant or bossy
  • Self-centered (commanding the spotlight and excessive air-time)

Too much Optimism can be or look/sound:

  • Blind to reality and danger
  • Prone to viewing bright sides and opportunities that do not actually exist
  • Known to let an unrealistic belief in a positive outcome take the place of effort

On the opposite end, Jobs had very low interpersonal relationships, low empathy, low impulse control (even describing himself as “mercurial”), low flexibility, and low reality testing.

Low Interpersonal Relationships can be or look/sound:

  • A loner
  • Socially withdrawn
  • Cold and unfriendly
  • Hard to like or get to know

Low Empathy can be or look/sound:

  • Inattentive
  • Uncompassionate, unfeeling, or inhumane
  • Emotionally detached or distant
  • Selfish and self-centered

Low Impulse Control can be or look/sound:

  • Lacking in self-control
  • Impulsive
  • Explosive
  • Overly talkative—monopolizing conversations
  • Short fused, quick to anger

Low Flexibility can be or look/sound:

  • Rigid in your thinking
  • Set in your ways and opinions
  • Lacking curiosity
  • Change-resistant
  • Slow to start new project or efforts

Low Reality Testing can be or look/sound:

  • Unrealistic and overly dramatic
  • Impractical & untrustworthy
  • Dishonest—prone to exaggeration

For Steve Jobs, his Emotional Expression was much higher than his Empathy. He focused much more (almost exclusively) on the expression of his emotions, thoughts, and feelings than on being empathic toward others. Balancing these facets required that Jobs listened carefully to the ideas of others and be attentive to their feelings. Because these facets were often out of balance, Jobs was never able to gauge whether the intensity and timing of his expression was appropriate for the situation.

Job’s Assertiveness was also quite high compared to his low Empathy score. Because these scores were out of balance, people viewed and experienced him and his behaviors as abrasive.

Finally, another area where Jobs’ emotional intelligence was out of balance was related to his low Empathy and high Emotional Self-Awareness. This meant that although he understood how he felt about a particular situation, he had the tendency to not spend enough time uncovering how others felt.

Steve Jobs used the handicap parking space as his own personal parking spot (Isaacson, 2011). He frequently berated and yelled at others and threw temper tantrums. He also tended to distort reality and was well-known for his reality distortion field (“He has his own way with the truth” [Isaacson, 2011, p. 185]). It was the key people in his life who helped to soften his unpleasant treatments of others as well as soothe his volatile behaviors.

For his Steve Jobs biography, Walter Isaacson conducted more than forty interviews with Jobs over two years. Isaacson also interviewed more than a hundred family members, friends, adversaries, competitors, and colleagues of Steve Jobs.

Here are some passages from Isaacson’s Steve Jobs biography:

“Ann Bowers became an expert at dealing with Jobs’s perfectionism, petulance, and prickliness. She had been the human resources director at Intel, but had stepped aside after she married its cofounder Bob Noyce. She joined Apple in 1980 and served as a calming mother figure who would step in after one of Jobs’s tantrums. She would go to his office, shut the door, and gently lecture him. “I know, I know,” he would say. “Well, then, please stop doing it,” she would insist. Bowers recalled, “He would be good for a while, and then a week or so later I would get a call again.” She realized that he could barely contain himself. “He had these huge expectations, and if people didn’t deliver, he couldn’t stand it. He couldn’t control himself. I could understand why Steve would get upset, and he was usually right, but it had a hurtful effect. It created a fear factor. He was self-aware, but that didn’t always modify his behavior”” (Isaacson, 2011, p. 121).

“[Steve Jobs] had always been temperamental and bratty. At Atari his behavior had caused him to be banished to the night shift, but at Apple that was not possible. “He became increasingly tyrannical and sharp in his criticism,” according to Markkula [the first big Apple investor; also a father figure to Jobs]. “He would tell people, ‘That design looks like shit.’” He was particularly rough on Wozniak’s young programmers, Randy Wigginton and Chris Espinosa. “Steve would come in, take a quick look at what I had done, and tell me it was shit without having any idea what it was or why I had done it,” said Wigginton, who was just out of high school” (Isaacson, 2011, p. 81-82).

Many people who worked at Apple “were afraid of Jobs “because of his spontaneous temper tantrums and his proclivity to tell everyone exactly what he thought, which often wasn’t very favorable”” (Isaacson, 2011, p. 113).

Jobs never apologized for treating people, especially those around him and people who worked for him, poorly. He thought it was his “job to be honest” because “I know what I’m talking about, and I usually turn out to be right” (Isaacson, 2011, p. 569).

There’s a useful Management Blind Spots Self-Evaluation created by Michael Timms of Avail Leadership. Out of the 15 common undesirable management tendencies (and their associated behaviors), Jobs easily checked off 13 of the 15 undesirable management tendencies!

  • Micromanage
  • Know-It-All
  • Dictatorial
  • Impersonal
  • Fail to Develop Others
  • Untrustworthy
  • Blame Others
  • Steal Credit
  • Provide Unclear Direction
  • Demanding Taskmaster* (Timms used the term “Slave Driver,” but I renamed it)
  • Emotionally Volatile
  • Overly Negative
  • Play Favorites

“Research has shown that people are five times more sensitive to their manager’s unconscious negative actions than to their manager’s efforts to motivate them. In other words, much of what managers do to motivate their staff is being undone by their thoughtless negative actions” (Timms, 2016).

The reason why people tolerated Jobs was because they “realized that despite his temperamental failings, Jobs had the charisma and corporate clout that would lead them to “make a dent in the universe”” (Isaacson, 2011, p. 112).

And to be very clear, Steve Jobs was successful despite his moderately low emotional intelligence because he had people around him [like Joanna Hoffman (his right-hand woman), Ann Bowers and her husband Bob Noyce (who were surrogate parents to Jobs) and Laurene Powell Jobs (his wife)] who had a strong, commanding, and/or calming influence on Jobs and who kept him in line.

Isaacson described Laurene Powell in this manner: “Smart, yet unpretentious. Tough enough to stand up to him, yet Zen-like enough to rise above turmoil. Well-educated and independent, yet
ready to make accommodations for him and a family. Down-to-earth, but with a touch of the ethereal. Savvy enough to know how to manage him, but secure enough to not always need to” (Isaacson, 2011, p. 267).

According to Joanna Hoffman, one of Steve Jobs’ right hand woman, Jobs can be very obnoxious because he thinks he can “get away with anything” (Isaacson, 2011, p. 184). While on a business trip in Italy, he became so nasty and was so mean to the waiter at a restaurant that Hoffman threatened that if Jobs didn’t calm down that she would pour hot coffee on him (Isaacson, 2011).

Apple’s manager in France, Jean-Louis Gassée said this about Steve Jobs: “The only way to deal with him was to out-bully him” (Isaacson, 2011, p. 185). “I remember grabbing his lapel and telling him to stop, and then he backed down. I used to be an angry man myself. I am a recovering assaholic. So I could recognize that in Steve” (Isaacson, 2011, p. 185).

Andy Hertzfeld, who worked with Steve Jobs at Apple in the early 1980s said: “The key question about Steve is why he can’t control himself at times from being so reflexively cruel and harmful to some people” (Isaacson, 2011, p. 5).

This part aptly summarizes Steve Jobs as a leader:

“There were some upsides to Jobs’s demanding and wounding behavior. People who were not crushed ended up being stronger. They did better work, out of both fear and an eagerness to please” (Isaacson, 2011, p. 121).

“Was all of his stormy and abusive behavior necessary? Probably not, nor was it justified. There were other ways to have motivated his team. Even though the Macintosh would turn out to be great, it was way behind schedule and way over budget because of Jobs’s impetuous interventions. There was also a cost in brutalized human feelings, which caused much of the team to burn out” (Isaacson, 2011, p. 123-124).

When Walter Isaacson, the biographer, asked Jobs: “Why are you sometimes so mean?” Jobs replied, “This is who I am, and you can’t expect me to be someone I’m not” (Isaacson, 2011, p. 565).

What Ann Bowers said about Steve Jobs is my main argument for why I believe Steve Jobs’ emotional intelligence is moderately low: that although he was very self-aware (i.e., he knew exactly what he was doing), he really didn’t care how he acted or treated others.

Walter Isaacson, who interviewed Jobs extensively and interviewed many of his friends, colleagues, and family for the biography, concluded that Jobs “could have controlled himself, if he had wanted. When he hurt people, it was not because he was lacking in emotional awareness. Quite the contrary: He could size people up, understand their inner thoughts, and know how to relate to them, cajole them, or hurt them at will” (Isaacson, 2011, p. 565).

“Most people have a regulator between their mind and mouth that modulates their brutish sentiments and spikiest impulses. Not Jobs. He made a point of being brutally honest. “My job is to say when something sucks rather than sugarcoat it,” he said. This made him charismatic and inspiring, yet also, to use the technical term, an asshole at times” (Isaacson, 2011, p. 564).

These stories and descriptions do not describe a person with high emotional intelligence. On the contrary, they describe some with low emotional intelligence.

Some have claimed that emotional intelligence is “not about being nice. Rather it’s about the ability to use the right emotion at the right time to get the right result. It requires the ability to read the other person, know how far you can push their buttons, and knowing when to back off and when to persist. If it is done with good intentions, even though unpleasant at the time, the payoff can be rewarding” (Stein, 2017, p. 49).

This sounds an awful lot like people who know how to read others and then use that knowledge and skill to manipulate others into doing what they want. When you are selfish and you use your talents to manipulate others, that’s not emotional intelligence. That’s just being manipulative.

As Isaacson wrote (2011, p. 312): “Jobs could seduce and charm people at will, and he liked to do so. People such as Amelio [Apple’s CEO who brought Steve Jobs back to Apple officially in January 1997 as a part-time advisor] and Sculley [Pepsi executive recruited by Jobs in 1983 to be Apple’s CEO; he clashed with and ousted Jobs in 1985] allowed themselves to believe that because Jobs was charming them, it meant that he liked and respected them. It was an impression that he sometimes fostered by dishing out insincere flattery to those hungry for it. But Jobs could be charming to people he hated just as easily as he could be insulting to people he liked.”

While it’s true that Steve Jobs inspired Apple employees to create ground-breaking products and instilled in them a belief that they could do what seemed impossible at times, the result was that many people experienced burnout and left. Those who worked for and/or with Jobs stated that it was one of the most stressful times of their lives.

Even Jony Ive admitted this about Steve Jobs:

“He has this very childish ability to get really worked up about something, and it doesn’t stay with him at all. But there are other times, I think honestly, when he’s very frustrated, and his way to achieve catharsis is to hurt somebody. And I think he feels he has a liberty and a license to do that. The normal rules of social engagement, he feels, don’t apply to him. Because of how very sensitive he is, he knows exactly how to efficiently and effectively hurt someone. And he does do that” (Isaacson, 2011, p. 462).

A Wired article talked about a reunion of former Apple employees. More than 1,300 ex-Apple employees showed up. Not surprisingly, many people shared stories about Steve Jobs as a demanding and hot-tempered leader. “Everyone has their Steve-Jobs-the-asshole story,” one of the attendees said (Kahney, 2003). “Everyone dreads getting caught in an elevator with him,” said another attendee (Kahney, 2003).

Apple co-founder Steve Wozniak said that Steve Jobs drove away some of Apple’s most talented employees (Bauter, 2014; Gibbs, 2014):

“Some of my very best friends in Apple, the most creative people in Apple who worked on the Macintosh, almost all of them said they would never, ever work for Steve Jobs again,” said Wozniak in an interview with the Milwaukee Business Journal. “It was that bad.”

Katie Savchuk (2019) wrote that narcissistic CEOs weaken collaboration and integrity, and while some may be bold leaders, they nevertheless create a dangerous corporate culture. “Success for such leaders is often attributed to their bold vision, extreme self-confidence, and determination to win at all costs. Less palatable qualities of the narcissistic personality type — including entitlement, hostility when challenged, and a willingness to manipulate — are seen as part of the package,” writes Savchuk.

Having high emotional intelligence does not mean being manipulative, mistreating others, deriving pleasure from hurting others, or justifying your own bad behaviors.

In an influential article that became the hallmark of the emotional intelligence theory, professors Peter Salovey and John Mayer (1990) wrote:

“The person with emotional intelligence can be thought of as having attained at least a limited form of positive mental health. These individuals are aware of their own feelings and those of others. They are open to positive and negative aspects of internal experience, are able to label them, and when appropriate, communicate them. Such awareness will often lead to the effective regulation of affect within themselves and others, and so contribute to well being. Thus, the emotionally intelligent person is often a pleasure to be around and leaves others feeling better” (Salovey & Mayer, 1990, p. 201).

Therefore, a person who is “smug, willful, brazen, demeaning, volatile, vindictive and manipulative” (Wasylyshyn, 2011), someone who’s a jerk, throws temper tantrums (Jobs’ temper has been described as “legendary” [Isaacson, 2011]), is childish and takes license to hurt others (Isaacson, 2011), and doesn’t care how he treats others or his “negative effects on others” (Wasylyshyn, 2011) is not a person with high overall emotional intelligence. In fact, anyone who engages in behaviors like these—regardless of being moderately emotionally intelligent or not—isn’t a very nice person.

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Bauter, A. (2014, Jun 24). One-on-one with ‘Woz’: Steve Wozniak talks Steve Jobs (Video). https://www.bizjournals.com/charlotte/news/2014/07/02/one-on-one-with-woz-steve-wozniak-talks-steve-jobs.html

Gibbs, S. (2014, Jul 8). Steve Wozniak: No one wanted to work under Steve Jobs ever again. https://www.theguardian.com/technology/2014/jul/08/steve-wozniakr-steve-jobs-apple

Isaacson, W. (2011). Steve Jobs. Simon & Schuster.

Kahney, L. (2003, September 15). Apple Memories Not Sweet as Pie. https://www.wired.com/2003/09/apple-memories-not-sweet-as-pie/

Lombardo, M. M., & Eichinger, R. W. (2000). FYI: For Your Improvement: A Development and Coaching Guide (3rd ed.). Lominger Limited, Inc.

Mayer, J. D., Salovey, P., Caruso, D. R., & Cherkasskiy, L. (2011). Emotional Intelligence. In R. J. Sternberg & S. B. Kaufman (Eds.), The Cambridge handbook of intelligence (pp. 528-549). Cambridge University Press.

Multi-Health Systems (MHS). (2011). EQ-i 2.0 User’s Handbook. Multi-Health Systems.

Salovey, P. & Mayer, J. D. (1990). Emotional intelligence. Imagination, Cognition, and Personality, 9, 185-211.

Savchuk, K. (2019, November 4). Narcissistic CEOs Weaken Collaboration and Integrity. https://www.gsb.stanford.edu/insights/narcissistic-ceos-weaken-collaboration-integrity

Stein, S. J. (2017). The EQ Leader. John Wiley & Sons.

Timms, M. (2016). Management Blind Spots Self-Evaluation. Avail Leadership. https://www.availleadership.com/wp-content/uploads/2016/04/Avail_Leadership_Management_Blind_Spots_Self-Evaluation.pdf

Wasylyshyn, K. M. (2011, November 1). The Real Lessons from Steve Jobs’ Career. https://chiefexecutive.net/the-real-lessons-from-steve-jobs-career/

People with Secure High Self-Esteem Don’t Need or Seek External Validation

The older I get, the more reflective and observant I become. It might be because I’m older and a bit wiser, but I think it’s more about me learning important life lessons, appreciating and valuing what I have, not looking around comparing myself to others, or seeking other people’s approval or validation, and most of all being the best version of me.

Individuals who are self-assured and have secure high self-esteem aren’t bothered when others criticize their appearance, attack or make fun of their work, or try to humiliate them. Why?

If you are a Secure High Self-Esteem person, you:

  1. Know and stand firm in the belief that you do not want, need, or seek approval or validation from others;
  2. Recognize that the attacks unleashed on you or directed at you often have nothing (or very little) to do with your message, project, product, service, or who you are as a human being; and
  3. Always respect and accept yourself. You understand and appreciate your strengths, but you also acknowledge your weaknesses.

I see so many people who constantly struggle because they either see themselves as victims of life, that life is a dogfight with only a winner and a loser, or they try desperately to seek approval or validation from other people. I can relate because I once saw myself as a victim (woe-is-me mentality) and, before I finally found my voice and myself, I also sought approval and validation from others around me. I truly believe the best gift you can give yourself is self-validation.

“Something remarkable happens when you truly stop seeking other people’s approval, you automatically gain it, and find that others will then seek your approval.” -Steve Aitchison

Secure self-esteem comes from inside you. It is associated with high self-determination, knowing who you really are, and behaving independently (Vonk, 2006). What’s more, researchers have also found that even with “high” self-esteem, there’s an important distinction between someone with a stable high self-esteem vs. someone whose high self-esteem is unstable and contingent (Kernis, Lakey, & Heppner, 2008).

Secure high self-esteem involves “favorable feelings of self-worth that arise naturally from successfully dealing with life challenges, being authentic and expressing one’s true self in everyday life, and having relationships in which one is valued for whom one is and not for what one achieves” (Kernis, Lakey, & Heppner, 2008, p. 479).

People with secure high self-esteem are happy with themselves and like who they are, warts and all. Their sense of self-worth is stable and they’re able to accept their weaknesses. They “do not feel a need to be superior to others; for these individuals, high self-esteem is a given and does not need to be validated on an everyday basis” (Kernis, Lakey, & Heppner, 2008, p. 479).

Stephen Covey, in his classic The 7 Habits of Highly Effective People (2004), talked about the Abundance Mentality vs. the Scarcity Mentality.

Abundance Mentality is the belief that there’s plenty out there for everyone. Scarcity Mentality is the thinking that there’s only so much and that there’s not enough for everyone. Those with a scarcity mindset believe “if someone were to get a big piece of the pie, it would mean less for everybody else” (Covey, 2004, p. 219).

Those with a Scarcity Mentality will hoard or even steal recognition and credit, and power or profit. They’re unhappy for or jealous about the success or happiness of others around them.

“It’s almost as if something is being taken from them when someone else receives special recognition or windfall gain or has remarkable success or achievement” (Covey, 2004, p. 219).

It’s very sad because, instead of seeing their lives as being filled with abundance, they see themselves as lacking.

Covey (2004) said this is because the sense of self-worth for those with a scarcity mindset “comes from being compared, and someone else’s success, to some degree, means their failure” (p. 219).

“People with a Scarcity Mentality harbor secret hopes that others might suffer misfortune — not terrible misfortune, but acceptable misfortune that would keep them ‘in their place.’ They’re always comparing, always competing. They give their energies to possessing things or other people in order to increase their sense of worth” (Covey, 2004, p. 219-220).

The author of The EQ Difference (2005) uses “The Famine Voice” in place of a Scarcity Mindset, and “The Abundance Voice” rather than a Abundance Mindset.

I especially like how The Abundance Voice is described (Lynn, 2005): “[T]he abundance voice proclaims that, indeed, life’s riches are plentiful. She believes that somehow there will always be enough, and she refuses to be ruled by thoughts of scarcity. She can convince you that a crumb of bread, when served with a smile, is indeed a feast” (p. 67).

Takeaway: Secure High Self-Esteem people (1) Know and stand firm in the belief that they don’t need or seek approval or validation from others; (2) Recognize that attack(s) directed at them usually have nothing to do with their project, product, service, or who they are as a human being; (3) Always accept and respect themselves. They understand and appreciate their strengths, while also acknowledging their weaknesses; and (4) Have an Abundance Mindset. They believe there is plenty of riches to go around and that life isn’t a competition, with a winner or loser. They are simply content running their own race.

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Covey, S. R. (2004). The 7 Habits of Highly Effective People: Powerful Lessons in Personal Change. Free Press.

Kernis, M. H., Lakey, C. E., & Heppner, W. L. (2008). Secure Versus Fragile High Self-Esteem as a Predictorof Verbal Defensiveness: Converging Findings AcrossThree Different Markers. Journal of Personality, 76(3), 477-512.

Lynn, A. B. (2005). The EQ Difference: A Powerful Plan for Putting Emotional Intelligence to Work. AMACOM.

Vonk, R. (2006). Improving Self-Esteem. In M. H. Kernis (Ed.), Self-Esteem Issues and Answers: A Sourcebook of Current Perspectives (pp. 178-186). Psychology Press.

Pygmalion Effect – A Leader’s Attitude and Expectation Set the Tone

In the book, Extreme Ownership, Leif Babin (a U.S. Navy SEAL officer who was a SEAL instructor overseeing the Junior Officer Training Course in the Naval Special Warfare Training Center) shared a story about the performances of two boat crews during Hell Week. Boat Crew II (which dominated and had a strong leader) and Boat Crew VI (which came in last in almost every race and had an indifferent and inexperienced leader). A SEAL senior chief officer (one of the SEAL instructors) suggested that they swap out the boat crew leaders from the best and worst crews and see what happens. The turnaround was stunning: “Boat Crew VI, the same team in the same circumstances only under new leadership, went from the worst boat crew in the class to the best” (Willink & Babin, 2017, p. 48-49).

As Babin wrote (Willink & Babin, 2017, p. 49): “How is it possible that switching a single individual—only the leader—had completely turned around the performance of an entire group? The answer: leadership is the single greatest factor in any team’s performance. Whether a team succeeds or fails is all up to the leader. The leader’s attitude sets the tone for the entire team. The leader drives performance—or doesn’t. And this applies not just to the most senior leader of an overall team, but to the junior leaders of teams within the team.”

This is a classic example of the Pygmalion Effect. 

The APA Dictionary of Psychology (VandenBos, 2007) defines Pygmalion effect as: “a consequence or reaction in which the expectations of a leader or superior engender behavior from followers or subordinates that is consistent with these expectations: a form of self-fulfilling prophecy. For example, raising manager expectations of the performance of subordinate employees has been found to enhance the performance of those employees” (p. 868).

“The idea here is that if an employee feels that a manager has confidence in him, his self-esteem will increase, as will his performance” (Aamodt, 2010, p. 330). Indeed, leaders often get the performance they expect from their employees.

In a classic Harvard Business Review article (originally published in 1969, reprinted in 1988), Livingston wrote (1988, p. 122): 

  • What managers expect of subordinates and the way they treat them largely determine their performance and career progress.
  • A unique characteristic of superior managers is the ability to create high performance expectations that subordinates fulfill.
  • Less effective managers fail to develop similar expectations, and as a consequence, the productivity of their subordinates suffers.
  • Subordinates, more often than not, appear to do what they believe they are expected to do.

“[S]uperior managers have greater confidence than other managers in their own ability to develop the talents of their subordinates” (Livingston, 1988, p. 126). Superior managers don’t give up on themselves and they definitely do not give up easily on their subordinates (Livingston, 1988).

“Managers not only shape the expectations and productivity of subordinates but also influence their attitudes toward their jobs and themselves. If managers are unskilled, they leave scars on the careers of young people, cut deeply into their self-esteem, and distort their image of themselves as human beings. But if they are skillful and have high expectations, subordinates’ self-confidence will grow, their capabilities will develop, and their productivity will be high” (Livingston, 1988, p. 130).

Takeaway: Leadership is, singularly, the most crucial factor in a team’s performance. What managers expect of their subordinates and the way they treat them significantly determine their performance and career progress. Superior managers create high performance expectations that subordinates fulfill. The best managers have confidence in themselves and in their ability to develop the talents of their subordinates.

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Aamodt, M. G. (2010). Industrial/organizational psychology: An applied approach (6th ed.). Wadsworth.

Livingston, J. S. (1969/1988). Pygmalion in management. Harvard Business Review, 66(5), 121-130.

VandenBos, G. R. (Ed.). (2007). APA dictionary of psychology. American Psychological Association.

Willink, J., & Babin, L. (2017). Extreme Ownership: How U.S. Navy SEALs Lead and Win. St. Martin’s Press.

Book Review – Compass: Your Guide For Leadership Development And Coaching


[From CCL’s description of the book]: An essential book on leadership development and coaching, Compass is the go-to reference to help you—and the people you develop—provide the leadership needed in any circumstance to galvanize teams, groups and entire organizations. It is ideal for leaders and managers looking to develop competency in themselves and others. A vital guide for training and development professionals—both inside an organization and external consultants— use Compass as a coaching tool and a blueprint for leader development plans.

Center for Creative Leadership (CCL) is a top-ranked, world-renowned leadership development provider. It has nearly 50 years of experience working with tens of thousands of organizations in more than 160 countries across 6 continents, helping more than a million leaders at all levels.

Compass: Your Guide for Leadership Development and Coaching (Scisco, Biech, & Hallenbeck, 2017) is similar to FYI: For Your Improvement: A Development and Coaching Guide (Lombardo & Eichinger, 2009). Both are coaching & development guides. However, beyond the fact that both books left in blank chapters as placeholders because “those numbers are reserved for future editions” (2017, p. vi), the similarities end there.

A major difference and one that I really appreciate is how CCL’s Compass titles and groups the various sections versus how Korn & Ferry’s FYI titles and groups theirs.

The major sections in FYI (5th ed.) include:

    • Unskilled – The “before picture” shows where you stand against the target.
    • Skilled – The “after picture” gives you a target of what success looks like when a competency or skill is done well.
    • Overused Skill – The possible negative consequences of using a skill too much or with too much force.
    • Some Causes – Common reasons why people struggle with this particular leadership competency
    • The Map – Why the competency is important.
    • Some Remedies – 10 tips/remedies for building the competency.
    • Some Develop-in-Place Assignments – Job tasks that require application of certain competencies. There’s almost always a develop-in-place assignment that you can select in your current job to address your development need.

The major sections in Compass are:

  • Overview – Provides context to why the competency is important, what effects its mastery can produce, and the consequences of not developing the competency.
  • Leadership in Action – Tells a story drawn from real-life accounts of leaders displaying their skill in the competency area.
  • What High Performance Looks Like – Lists descriptive words and phrases for how leaders appear to others when performing the competency well.
  • What’s in Your Way? – Presents common obstacles to development.
  • Coach Yourself – Poses reflective questions designed to spur thinking about the areas of focus in which the competency can be developed
  • Improve Now – Are quick changes” for developing skills.
  • Developmental Opportunities – Tactics and suggestions for developing skills.

In Compass, each competency starts off on a positive note with the “What High Performance Looks Like” section (leaders who are skilled in this competency will do these things). FYI, on the other hand, starts off negatively by drawing the reader’s attention to the top section in each competency called, “Unskilled” (leaders who are unskilled in this competency will do these things).

I find it much more helpful to know the positive skills & behaviors (in Compass) I should be striving for in order to improve myself rather than see a long list of undesired behaviors & skills (in FYI) that I should be avoiding.

Compass offers a lot of content (that’s well-organized and more interesting to read than FYI) for each competency chapter. I especially like the “What High Performance Looks Like” section, the “What’s in Your Way?” section, the “Coach Yourself” section, and the “Improve Now” section.

Compass is divided into four parts:

  1. The Fundamental Four: CCL believes that there are four competencies every leader needs to develop – communication, influence, learning agility, and self-awareness.
  2. Competencies for Impact and Achievement: These are 48 additional competencies derived from CCL research and practice.
  3. Career Derailers: Five career derailers that CCL research has identified as damaging to careers and what you can do to avoid derailing your career.
  4. What’s Next: Is a guide to setting development goals based on a CCL approach.

Whereas FYI is written and reads like a series of “lists,” Compass is written in a narrative style and reads more like a short blog post or article for each competency, making it much more interesting and easier to digest and recall. I gave a hard copy of the FYI book (a 3rd edition) to a good friend of mine, but never told him to “read” it, only to use it as a reference guide whenever he needs it (either for his own development or the development of his team). For CCL’s Compass book, I would highly recommend that you actually sit down and read through the competency chapters.

  • Korn & Ferry’s FYI (5th edition), features 67 Competencies*, 19 Career Stallers* and Stoppers, and 7 Global Focus Areas.
  • CCL’s Compass contains 52 Competencies and 5 Career Derailers.

Interesting factoid: Mike Lombardo worked at the Center for Creative Leadership for 15 years. Lombardo collaborated with Bob Eichinger and Morgan McCall on the book, Lessons of Experience: How Successful Executives Develop on the Job. Lombardo and Eichinger later started their own consulting firm, Lominger (which produced the FYI book). Lominger was later acquired by Korn & Ferry.

*Both the Competencies and the Career Stallers & Stoppers used in the FYI book came, in part, from studies at the Center for Creative Leadership (Lombardo & Eichinger, 2009).

For a comparison, I selected the decision making competency. Compass calls it “decision making” while FYI labels it “decision quality.” In the overview section of the competency on decision making, Compass offers a nice overview and links it to Captain “Sully” Sullenberger and the 208-second decision-making process he took to safely land the disabled US Airways Flight 1549 on the Hudson River. In the “Leadership in Action” section, Compass provides a more detailed account of what happened to Flight 1549 that led to Captain Sullenberger’s quick and decisive decision making on January 15, 2009.

In the “What High Performance Looks Like” section of Compass, descriptions for how a leader appear to others when performing the decision making competency well include:

Leaders who make their decisions using sound judgment:

  • grasp the crux of an issue despite having ambiguous information
  • accurately differentiate between important and unimportant issues
  • are quick learners
  • can quickly set priorities
  • have the courage to make decisions without full information

In the “What’s in Your Way?” section, Scisco, Biech, and Hallenbeck (2017) write:

“Leaders who don’t base their decisions on sound judgment put themselves, their teams, and possibly their organizations at risk. Those negative outcomes are even more likely when a leader’s judgement is compromised by a weak ethical stance or when a leader simply lacks the courage to decide to act–even without complete information” (p. 162).

Review the following list and note the items that you believe might be holding you back from becoming a better decision maker (Scisco, Biech, & Hallenbeck, 2017, p. 162):

  • You don’t like to ask for input from others but prefer to go it alone.
  • You fall prey to “analysis paralysis”–incessantly poring over information and approaches without making progress.
  • You value complicated solutions over simple, elegant ones.
  • You’re uncomfortable with ambiguity and anxious about making decisions without full information.
  • Once you’ve made a decision, you insist it’s the right one even in the face of contrary evidence.

In the “Coach Yourself” section of Compass, Scisco, Biech, and Hallenbeck (2017) advise asking yourself these questions:

  • “Do you make decisions quickly or do you delay for fear of getting it wrong?”
  • “How comfortable are you in ambiguous situations?”
  • “How do you react in a crisis?”

Another competency that both Compass and FYI share is Interpersonal Savvy.

In examining the Interpersonal Savvy competency chapter in FYI, I saw a laundry list of questions and advice that sounded more like a lecture. The exception is “The Map” section which offers a nice write-up of each competency. In my opinion, two of the biggest weaknesses of the FYI book are: (1) There’s a lack of a narrative writing style (like in “The Map” section) and often the writing is rather choppy, and (2) The recommendations (called “Remedies”) are overly repetitive. (e.g., “Be a better listener. Interpersonally skilled people are very good at listening. They listen to understand and take in information to select their response. They listen without interrupting.”).

Contrast this with the Compass book. In the Interpersonal Savvy competency chapter, listen is mentioned just twice (under What High Performance Looks Like – “listen well” and under What’s in Your Way – “you prefer to talk rather than listen”).

In the overview section of the Interpersonal Savvy competency in Compass, the authors write:

“You might have great ideas and be highly accomplished, but if you struggle to connect with other people you won’t be successful leading them. You need interpersonal skills to recognize and assess what others need. These skills involve not only listening to others, but also include noticing social cues that communicate how others are thinking and feeling, even if they don’t say so outright” (Scisco, Biech, & Hallenbeck, 2017, p. 261).

In the “What’s in Your Way?” section of the Interpersonal Savvy competency, Scisco, Biech, and Hallenbeck (2017) write:

“If you struggle to develop interpersonal savvy, you might not pick up on cues to how others are thinking and feeling until small misunderstandings grow into problems and conflicts. Others may not feel personally connected to you and may avoid coming to you with issues or may hesitate to give you helpful feedback” (p. 263).

Here’s what a competency chapter looks like in Compass. Note: I took screenshots of the Learning Agility competency chapter in a Google Books preview since I couldn’t get a good photo without bending and/or breaking the spine of my hard copy.

Summary: I never thought I would say this, but I have just found a worthy successor to my FYI book! Backed by research and practice from the Center for Creative Leadership (CCL), a top-ranked, world-renowned provider of leadership development, Compass: Your Guide for Leadership Development and Coaching is an incredibly useful and instantly actionable book. If you are an individual contributor, a leader or manager, or a consultant or coach, you will find the “What High Performance Looks Like” section, the “What’s in Your Way?” section, the “Coach Yourself” section, and the “Improve Now” section to be especially relevant to helping you determine the skills you need to improve or the skills you want to develop in others. The layout and design, along with the decent font size and use of icons, make reading and locating information in the Compass book effortless. Finally, the real-life stories of leaders demonstrating their skills in one of the competency areas (in the “Leadership in Action” section) make Compass truly enjoyable to read!

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Lombardo, M. M., & Eichinger, R. W. (2009). FYI: For Your Improvement: A Guide for Development and Coaching (5th ed.). Minneapolis, MN: Lominger International.

Scisco, P., Biech, E., & Hallenbeck, G. (2017). Compass: Your Guide for Leadership Development and Coaching. Greensboro, NC: Center for Creative Leadership Press.

Disclosure: I purchased a hard copy of Compass: Your Guide for Leadership Development and Coaching on my own.

Overplanning Is No Substitute For Getting Sh*t Done

Overplanning is defined as planning excessively or in more detail than is necessary.

No Amount of Planning Can Ever Replace Just Getting Stuff Done

In an article on Medium.com, Lidich (a Serial Entrepreneur, Product Architect, and Co-Founder at Airdyme.io) recounted how, in his previous startup, he and his team spent so much time planning that they forgot the importance of execution!

Don’t Not Plan, But Don’t Overplan

In FYI: For Your Improvement (a guide for coaching and development), Lombardo and Eichinger talked about planning (Lombardo & Eichinger, 2000). When a person is skilled, he can (p. 281):

• Accurately scope out length and difficulty of tasks and projects
• Set objectives and goals
• Break down work into the process steps
• Develop schedules and task/people assignments
• Anticipate and adjust for problems and roadblocks
• Measure performance against goals
• Evaluate results

However, when planning is overused, it can result in (p. 281):

• Being overly dependent on rules, regulations, procedures, and structure
• Leaving out the human element of the work
• Being inflexible and having trouble with rapid change

Don’t Sacrifice Execution for Overplanning

In Lidich’s case, he allowed planning to trump execution. Lidich and his team excessively planned, analyzed, and overanalyzed without ever making sure that they actually had a product. They debated, analyzed, and even had mockups but, ultimately, they never managed to get a viable product to market. As he lamented, “We had mockups that never became products, and product ideas that never found a way into our product portfolio.”

Getting Sh*t Done On an Island

When I worked abroad on an island in the Pacific Ocean, I suggested to my colleagues that we should launch a crisis training workshop. Almost as soon as I uttered those words, several of them went into an analysis mindset to consider all the ways that the idea would not work.

So I decided to just do it. I reasoned that even if it failed, at least I tried something – anything, which is better than sitting around debating why something may or may not work!

It would be irresponsible to say that I did not plan at all. Of course, my partner and I planned. But I didn’t focus solely on the planning phase because I knew that the execution phase was much more important and valuable.

And while it was chaotic and disorganized, the end result was that we helped educate and train hundreds of teachers and school administrators on how to better manage crisis situations in their schools.

Ooh, The Colors Are So Pretty!

In one company, a young professional spent so much time on his project plan, even going so far as color-coding events and dates, that he failed to execute to get the job done. He had spent so much time designing and perfecting the plan that when it came time to actually deliver on that plan, he was exhausted and didn’t understand why his plan failed. Here’s the no-brainer answer: The plan didn’t fail. The execution of the plan failed.

Act Learn Build Repeat

Paul Brown (a former writer and editor at Business Week, Inc. and Financial World), writes, “In the face of the unknown, the Act Learn Build Repeat models works best.”

Brown makes a good point, which is that if we focus on planning, there’s an “assumption that you can forecast the future with a high level of certainty.” He argues that planning works “really well when things in the future are going to be similar to the immediate past.”

“Researching, planning and gathering resources doesn’t help you much when the world is changing as fast as it is these days. You can come up with a plan that is perfect—for a world that passed you by while you were spending all that time planning.” –Paul Brown

Takeaway: Failures are inevitable when you overly devote time, energy, and resources toward planning while ignoring or neglecting execution. I cannot emphasize this enough: stop excessively planning and just get things done! Too many organizations and too many leaders and workers are relying mainly on whiteboarding, project-tracking, and doing things that “look” like actual work. They forget that simply drawing a house doesn’t mean that the house gets “built.” No, that would require doing the actual work rather than just planning it out on paper. Remember, planning is good, but doing is better! I love this wisdom from Paul B. Brown: “You can come up with a plan that is perfect—for a world that passed you by while you were spending all that time planning.”

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

Brown, P. B. (2013, May 19). If You Want To Be Successful, Don’t Spend Too Much Time Planning: A Case Study. Retrieved from https://www.forbes.com/sites/actiontrumpseverything/2013/05/19/if-you-want-to-be-successful-dont-spend-too-much-time-planning-a-case-study/#2d1242cc6618

Lidich, V. (2019, March 26). Why Execution Is More Important Than Planning. Retrieved from https://medium.com/swlh/why-execution-is-more-important-than-planning-31877e278c5d

Lombardo, M. M., & Eichinger, R. W. (2000). FYI: For Your Improvement: A Development and Coaching Guide (3rd ed.). Minneapolis, MN: Lominger Limited, Inc.

Fully Engaged – When Great Days at Work Feel Like MAGIC

According to DecisionWise (2018), “Employee engagement is an emotional state where we feel passionate, energetic, and committed to our work. In turn, we fully invest our best selves—our hearts, spirits, minds, and hands—in the work we do.”

“This translates into employees who give their hearts, spirits, minds, and hands to deliver a high level of performance to the organization.” -DecisionWise (2016)

Results of research involving over 32 million survey responses by DecisionWise (2018) revealed and validated that employee engagement is based on fulfilling five basic human needs in our work.

5 MAGIC keys of employee engagement (DecisionWise)—
Meaning, Autonomy, Growth, Impact, and Connection

  1. Meaning – Your work has purpose beyond the work itself.
  2. Autonomy – The power to shape your work environment in
    ways that allow you to perform at your best.
  3. Growth – Being stretched and challenged in ways that
    result in personal and professional progress.
  4. Impact – Seeing positive, effective, and worthwhile
    outcomes and results from your work.
  5. Connection – The sense of belonging to something
    beyond yourself.

Once these five needs are met, our overall level of happiness increases.

Another employee engagement model is the “X Model” by BlessingWhite. According to the X Model of Engagement, full engagement occurs when an individual is at a point of maximum satisfaction and is also providing maximum contribution. Employees who are truly engaged are at “the apex” where personal and organizational interests align.

“These employees are at “the apex” where personal and organizational interests align. They contribute fully to the success of the organization and find great satisfaction in their work. They are known for their discretionary effort and commitment.” -BlessingWhite (2011)

BlessingWhite says we should not think in terms of engagement, but rather about great days at work.

BlessingWhite describes it in this manner: “Great days at work happen when individuals are giving all they can to the organization and when their personal satisfaction is maximized. Great days are what full engagement looks like.” -BlessingWhite (2018)

In my current role as a Leadership Development Manager, I’m extremely privileged to have the chance to work with amazing leaders at my company. In fact, the President of our company remarked about how lucky I am to be able to meet and interact with all managers (who manage our 344 auto collision repair shops in 24 states in the U.S.), their directors, and VPs — all total, and if I also count our corporate leaders, approximately 550 leaders of the company! It’s an extraordinary honor to be able to work with and help so many leaders, to love what I do, and to be acknowledged and praised for it (by those I’m trying to help) in the process.

It’s so humbling and I am quick to share that I’m very lucky to be a part of this leadership development experience, to work with incredibly talented and dedicated people, and that it takes an entire village of fully engaged professionals (from almost every department in the company [e.g., C-level, Operations, Finance, Advertising, Human Resources, Training, etc.]) to make this work.

There’s no question in my heart or mind that what I’m doing right now is what I’ve been dreaming about doing. I feel extremely engaged and have many, many great days at work. I am fulfilled because the five basic human needs (M-A-G-I-C) in my work are met. There’s (M)eaning because my work has purpose beyond the work itself. I’m given (A)utonomy to shape my work environment in ways that allow me to perform at my best. I’m experiencing (G)rowth because I’m stretched and challenged in ways that result in personal and professional progress. I see the (I)mpact — the positive, effective, and worthwhile outcomes and results from my work — of my efforts. And, there’s a sense of (C)onnection, a sense that I belong to something beyond myself.

As a highly engaged employee, I’m enthusiastic about my job and I am committed to my work and my organization. For me, there’s no better or more accurate gauge of employee engagement than me feeling energetic and excited, being absorbed in the work that I do, and remaining devoted to the organization I work for. I am extremely blessed to work with outstanding professionals ― talented, dedicated, kind, and caring people who find meaning and magic in their work.

My hope is that people see in me a caring, talented, and devoted professional, one who takes great pride in his work. What’s more, my wish is that they also see that I’m someone who is more concerned with the success of the team than with getting credit for my contributions; that I work hard and do whatever is necessary to help my team succeed; and that I’m emotionally intelligent enough to know how my words and actions impact others (Lencioni, 2016).

I love this quote:

“Don’t ask what the world needs. Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive.” ―Howard Thurman

Written By: Steve Nguyen, Ph.D.
Leadership Development Advisor

References

BlessingWhite. (2018). Great Days at Work. https://blessingwhite.com/great-days-at-work/

BlessingWhite. (2011). BlessingWhite’s Employee Engagement Model.

BlessingWhite. The X-Model of Employee Engagement.
https://blessingwhite.com/the-x-model-of-employee-engagement/

DecisionWise. (2016, June 1). MAGIC – Five Keys to Unlock the Power of Employee Engagement. https://www.decision-wise.com/infographic-magic-five-keys-to-unlock-the-power-of-employee-engagement/

DecisionWise. (2018). Engagement MAGIC: Five Keys to Unlock the Power of Employee Engagement. https://www.decision-wise.com/engagement-magic

DecisionWise. (2018, October 16). The Five Keys of Employee Engagement. https://www.decision-wise.com/the-five-keys-of-employee-engagement/

DecisionWise. (2018, December 18). What We’ve Learned About Engagement. https://www.decision-wise.com/what-weve-learned-about-engagement/

Lencioni, P. (2016). The Ideal Team Player: How to Recognize and Cultivate the Three Essential Virtues. Hoboken, NJ: Jossey-Bass.

Why Organizations Need More Star Followers and Less Yes People

Many of us miss a key point about the importance of followership. Indeed, most people hold a negative view of followership (Kelley, 2008). They can’t imagine anything good or positive that might come from the role of a follower.

However, conversations about leadership must include followership “because leaders neither exist nor act in a vacuum without followers” (Kelley, 2008, p. 5). To me, there can be no leader if there are no followers, and people will not follow you if you lack the ability to influence them to work toward a goal.

Robert E. Kelley (2008), who is credited with pioneering the concept of followership, describes five styles of followership:

1) The sheep: they’re passive and look to the leader to guide & motivate them.
2) The yes-people: they’re positive and always on the leader’s side; but also look to the leader for direction & vision.
3) The alienated: they think for themselves, but are negative; skeptical/cynical; they view themselves as mavericks.
4) The pragmatics: they’re fence straddlers; they take a wait-and-see approach; they will go where the momentum is heading.
5) The star followers: they think independently; are active & positive. They do not accept the leader’s decision without evaluating it for themselves first. If they agree with the leader, the star followers will throw their full support behind the decision. If they disagree with the leader, star followers will offer constructive options/alternatives. They are often referred to as the go-to person or the leader’s right-hand person.

Kelley (2008) wrote that one question he asks of executives is, “If you could have an ideal mix of the five followership styles in your organization, what percentage of each style would you prefer?” He’s often amazed at how leaders say they want all yes-people.

“Their reasons are that (1) yes-people are “doers” who are willing to do the grunt work and who get the job done with little fuss; (2) yes-people have limited aspirations and will neither pressure the leader for promotions nor quit for better jobs elsewhere; and (3) yes-people are loyal and dependable” (Kelley, 2008, p. 13).

Kelley said it is rare to find leaders who prefer all “star followers.”

“Most executives fear that they can neither keep star followers challenged by the job nor satisfied with their role in the organization. They believe that star followers will grow bored and disillusioned, seeking greener pastures and leading to high turnover” (Kelley, 2008, p. 13).

Ironically, it is the star followers who help the organization perform better and more efficiently. In fact, we can make a very strong case that, “organizations with more star followers perform better because the star followers need not depend on the leader for direction or motivation. This reduces the transaction costs that hinder organizational success” (Kelley, 2008, p. 13).

Written By: Steve Nguyen, Ph.D.
Leadership + Talent Development Advisor

Reference

Kelley, R. E. (2008). Rethinking Followership. In R. E. Riggio, I. Chaleff, & J. Lipman-Blumen (Eds.), The art of followership (pp. 5-15). San Francisco, CA: Jossey-Bass.

GROW Coaching Model: The Fascinating Backstory

One of the most popular coaching models in the world is the G.R.O.W. Model (Whitmore, 2017). GROW is one of the earliest (perhaps even the original) business coaching models.

THE INNER GAME and THE BIRTH OF MODERN COACHING

Tim Gallwey and his Inner Game method are credited for giving birth to modern-day coaching (Whitmore, 2017). Gallwey’s Inner Game approach was extremely influential to the developers of the GROW Model. In fact, according to the late Sir John Whitmore, “All the leading exponents of business coaching today graduated from this [Tim Gallwey’s Inner Game business (tennis & skiing training)] and have been profoundly influenced by the Gallwey school of coaching” (Whitmore, 2017, p. 15).

The Inner Game approach is simple (Gallwey, 2018): By quieting self-interference, we are more able to tap into our natural abilities with greater ease. It is about overcoming the self-imposed obstacles that prevent us from accessing our full potential.

Gallwey (2008) said we don’t reach peak performance because our Self 1 (the teller/the ego-mind) is constantly thinking, judging, worrying, fearing, regretting, and being distracted and this interferes with the natural capabilities of our Self 2 (the doer/the physical body, including brain, memory bank & nervous system). “It is the constant ‘thinking’ activity of Self 1, the ego-mind, which causes interference with the natural capabilities of Self 2. Harmony between the two selves exists when this mind is quiet and focused. Only then can peak performance be reached” (Gallwey, 2008, p. 14).

The Inner Game is “the game that takes place in the mind of the player, and it is played against such obstacles as lapses in concentration, nervousness, self-doubt and self-condemnation. In short, it is played to overcome all habits of mind which inhibit excellence in performance” (Gallwey, 2008, p. xvii).

“The Inner Game approach suggests that humans can not only achieve the outcomes they commit themselves to but can do so in a way that is fulfilling to them, and learn in the process. I [Tim Gallwey] call this capacity Mobility. The coach’s role is to facilitate the mobility of the client, whether individual or in a team, by increasing awareness, choice and trust. In short, this enables the client to be more conscious in thought and action while being hampered less by unconscious habits that interfere.” (https://www.coaching-at-work.com/2010/04/26/inside-out/)

JOHN WHITMORE, THE INNER GAME, and “COACHING”

John Whitmore provided some context to his relationship with Tim Gallwey, Inner Game, and the decision to use the word “coaching” rather than “Inner Game” in their coaching:

“I trained with Tim and, under license, I started the Inner Game organization in England, which in the first instance was not a business at all, it was a ski school and a tennis school, and that was all I was interested in. Very quickly, business people who came on our ski courses recognized how valuable this could be for business . . .” (Mura, 2003, p. 108).

“[Q]uite early on we recognized that there was a problem with the name, the Inner Game, because it sounded like some sort of American cult, something limited. So we wanted to use a generic term that described it more broadly, and that’s why we chose the word ‘coaching’” (Mura, 2003, p. 108).

In fact, when Whitmore and his colleagues “introduced coaching into business four decades ago, the word [coaching] was new in that context. . .” (Whitmore, 2017, p. 15-16).

THE 3 CO-DEVELOPERS OF THE ORIGINAL GROW MODEL

Many people don’t realize that three people were involved in developing the GROW model in the mid- to late-1980s: John Whitmore, Graham Alexander, and Alan Fine (Fine, 2018).

According to the InsideOut Development [Alan Fine’s company] website (2018) and email communications between the CEO of InsideOut Development [Fine’s company] and Sir John Whitmore, Whitmore, Alexander, and Fine co-created the original G.R.O.W. Model (A. Fine, personal communication, March 26, 2018).

As Whitmore recalled, they were already using the GROW sequence, just not giving it a name: “Some early UK coaches, including me [John Whitmore], had been using the GROW chronological sequence for some time before it was given that name. A staff member at a client site where Graham Alexander and I [Whitmore] were working wanted a metaphorical word to represent that sequence. The staff member suggested ‘GROW’, and we adopted it” (Whitmore, Kauffman, David, 2013, p. 245).

In the foreword to the book, Best Practice in Performance Coaching (Wilson, 2007), Whitmore explained: “I was just the first person to publish it [the GROW Model], in my book Coaching for Performance. It [The GROW Model] originally emerged in a discussion between several coaches with whom I was working at the time, including Graham Alexander, in the McKinsey office in London . . .” (p. xi).

I asked Alan Fine via email, “Were you one of the coaches that Whitmore was talking about when he said that the GROW Model originally emerged in a discussion between himself and several coaches?”

Here is Alan Fine’s response (A. Fine, personal communication, March 26, 2018): “I would think I was I can’t imagine who else he might be referring to. I would also make a distinction between the four-step model and the labels of the steps. My memory of it is that the four-step model emerged over time during our work at McKinsey and the labels of GROW were first devised by one of McKinsey’s communication specialists.”

The Performance Consultants website, co-founded by the late Sir John Whitmore, recounted the history of the GROW Model and how McKinsey, the renowned management consultancy, played a key role in asking Whitmore and his colleagues to come up with a coaching framework — which they did (Performance Consultants, 2015):

“In 1986 the management consulting firm McKinsey became their client. Many of the programmes they ran for McKinsey included experiential coaching work on tennis courts. The coaching was so successful at improving performance and unlocking potential that McKinsey asked them to come up with an underpinning framework of coaching – a model on which to hang what was happening on the courts and elsewhere in the programmes.

“So they videoed themselves and their colleagues coaching, they invited neurolinguistic programming (NLP) experts to look at what they did, they debriefed to try to discover what was happening and whether there was a model that played out in their unconscious competence. And yes, there was – whether on the tennis court or in a business setting.

“The acronym GROW came out of the four key stages they identified: Goal, Reality, Options, Will. They bounced it and a few other ideas off an internal communications person at McKinsey who said GROW would fly well, and liked it because it was simple and because it was actions and outcome focused.”

FYI: This story also appears in the 5th edition of Whitmore’s Coaching for Performance (2017) book on pages 97-98.

VARIATIONS OF THE GROW MODEL

According to Fine, shortly after he, Whitmore, and Alexander developed the GROW Model, they all went their separate ways, each utilizing his own approach to the GROW Model. For all major iterations of the G.R.O.W. Model, the first three letters are the same: “G” is the “Goal” the individual seeks to achieve; “R” is the “Realities” a person should consider in the context of the decision process; and “O” is the “Options” open to the decision maker (Fine, 2018). Only the last letter, “W”, is interpreted differently. John Whitmore defined it as “Will” (Whitmore, 2017), Graham Alexander defined it as “Wrap-up” (Alexander & Renshaw, 2005), although he also used “Wrap-up/way forward” (Alexander, 2006), and Alan Fine defined it as “Way Forward” (Fine, 2010).

As explained on the InsideOut Development (Fine’s company) website: “The Way Forward makes the decision process something tangible and actionable, where it becomes very clear to the person making the decision what should happen next,” Fine says. “In the absence of motivating clarity,” he argues, “people simply don’t take action.”

OUT OF THE STRUGGLE CAME “GROW”

Who would have thought that the backstory of the GROW Model included McKinsey, the management consulting firm? Just as interesting was that Whitmore and his colleagues tried to fit their model into McKinsey’s 7S Framework and, initially, called their early work the “7S Coaching Model” (Whitmore, 2017, p. 97). But this proved “tortuous” (Whitmore, 2017, p. 97). “In the end, [they] came up with the acronym GROW for the four key stages [they] identified” (Whitmore, 2017, p. 97).

CONFIRMING THE 3 CO-DEVELOPERS of GROW

Alan Fine, on his website, wrote that the GROW Model “was the result of the collaborative efforts of all three individuals,” meaning Fine, Whitmore, and Alexander. After contacting Alan Fine via email, I was able to confirm this after he forwarded me email communication in 2009 between John Whitmore and the InsideOut Development CEO acknowledging that the G.R.O.W. Model was, indeed, jointly developed by John Whitmore, Graham Alexander, and Alan Fine (A. Fine, personal communication, March 26, 2018).

Whereas Alan Fine credited and mentioned both John Whitmore and Graham Alexander in his book (You Already Know How to Be Great) and on his website, neither John Whitmore nor Graham Alexander mentioned Alan Fine in any of their writings or interviews (that I could find). Whitmore and Alexander acknowledged one another as co-developers but, curiously, they never mentioned Alan Fine, even though, according to Fine, the three of them worked together for three years. As Fine explained, “The three [Whitmore, Alexander, and Fine] worked together for three years in the early 1980s before co-developing the G.R.O.W. Model.”

It was challenging to investigate the backstory of how the GROW Model came to be developed. I was very curious after reading about the history of the GROW Model on Alan Fine company’s website and learning about Fine’s claim of being one of the three co-developers. But I could not find anything from either Whitmore or Alexander to confirm this. So I reached out to Alan Fine via email and received his response about two weeks later (which included email messages from the CEO of Fine’s company to the CEO of John Whitmore’s company, and John Whitmore’s reply). In his email response (dated July 14, 2009) to Kim Capps, CEO of InsideOut Development, Sir John Whitmore wrote (A. Fine, personal communication, March 26, 2018):

“I have no disagreement with the historical circumstances as now described in the first two paragraphs [of InsideOut Development’s History and Intellectual Property Rights (Related to the G.R.O.W. Model)”*].

*Note: InsideOut had emailed a GROW Model description to Whitmore’s company which stated that “The original G.R.O.W. model was created over twenty years ago in the UK by three individuals–John Whitmore, and Graham Alexander, and Alan Fine . . . The model was the result of the collaborative efforts of all three individuals, resulting in each having joint interest in the work . . . There was an informal understanding between the three of them that each would have equal ability to work with the original model but that no single person would claim any more credit or ownership of the basic original model than the others.”

This explanation from Fine’s website sums it up well:

“The three [Whitmore, Alexander, and Fine] parted ways with an understanding between them that each would have equal ability to work with the original model, but that no one would claim any more credit or ownership of the original model than the others. Because of that understanding, the three individuals were less aggressive, individually and collectively, than they could have been in protecting their early work.”

CURIOUSLY

John Whitmore’s book, Coaching for Performance (where he outlined the GROW Model) has now been published five times [1st ed. 1992; 2nd ed. 1996; 3rd ed. 2002; 4th ed. 2009; 5th ed. 2017]. However, he never mentioned Graham Alexander or Alan Fine as co-developers of the GROW Model. On the Acknowledgement page in the first, second, and third editions of the book, Whitmore did mention them, but by name only, never crediting them as co-developers of the GROW Model. And, in the fourth and fifth editions, there is no mention whatsoever of either Graham Alexander or Alan Fine.

THE MCKINSEY COMMUNICATIONS SPECIALIST

The most interesting piece of information I discovered in my research on the history of the GROW Model was that although Whitmore, Alexander, and Fine had been using their four-step sequence for some time, the actual label (“GROW”) to their model came about through their work with McKinsey, and more precisely, a McKinsey communications specialist (A. Fine, personal communication, March 26, 2018; Performance Consultants, 2015; Whitmore, Kauffman, David, 2013).

“Some early UK coaches, including me [John Whitmore], had been using the GROW chronological sequence for some time before it was given that name. A staff member at a client site [McKinsey] where Graham Alexander and I [Whitmore] were working wanted a metaphorical word to represent that sequence. The staff member suggested ‘GROW’, and we adopted it” (Whitmore, Kauffman, David, 2013, p. 245).

“[T]he labels of GROW were first devised by one of McKinsey’s communication specialists” (A. Fine, personal communication, March 26, 2018).

Written By: Steve Nguyen, Ph.D.
Leadership + Talent Development Advisor

References

Alexander, G. (2006). Behavioural coaching — the GROW model. In J. Passmore (Ed.), Excellence in coaching: The industry guide (2nd ed., pp. 83-93). London: Kogan Page.

Alexander, G., & Renshaw, B. (2005). SuperCoaching: The Missing Ingredient for High Performance. London, UK: Random House.

Fine, A. (2010). You Already Know How to Be Great: A Simple Way to Remove Interference and Unlock Your Greatest Potential. New York: Penguin Group.

Fine, A. (2018). IP GROW Model InsideOut Development. https://www.insideoutdev.com/about-us/ip-grow-model/

Fine, A. (2018). What is the GROW Model. InsideOut Development. https://www.insideoutdev.com/about-us/what-is-the-grow-model/

Gallwey, W. T. (2018). About Tim Gallwey. http://theinnergame.com/about-tim-gallwey/

Gallwey, W. T. (2008). The Inner Game of Tennis: The Classic Guide to the Mental Side of Peak Performance. New York: Random House Trade Paperback.

Mura, A. (2003). Coaching for Performance: A Conversation with Sir John Whitmore Interview Conducted by Agnes Mura. International Journal of Coaching in Organizations, 1(4), 107-116.

Performance Consultants (2015). The GROW Model. https://www.performanceconsultants.com/grow-model

Whitmore, J. (2017). Coaching for Performance: The Principles and Practice of Coaching and Leadership (5th ed.). London: Nicholas Brealey Publishing.

Whitmore, J., Kauffman, C., & David, S. A. (2013). GROW Grows Up: From Winning the Game to Pursuing Transpersonal Goals. In S. David, D. Clutterbuck, and D. Megginson (Eds.), Beyond Goals: Effective Strategies for Coaching and Mentoring (pp. 245-260). Farnham, Surrey: Gower Publishing.

Wilson, C. (2007). Best Practice in Performance Coaching: A Handbook for Leaders, Coaches, HR Professionals and Organizations. London: Kogan Page.

The G.R.O.W. Model In Business Coaching – Simple, Concise, and Powerful


Business coaching is enhancing a client’s (person in a business) awareness and behavior in order to achieve business objectives for both client and organization (WABC, Business Coaching Definition). In my quest for a capable business coaching model (business coaching includes leadership coaching and executive coaching), I have spent several years looking at many coaching models. Some models are overly complex while others are very basic.

Sir John Whitmore wrote (2009): “Coaching is unlocking people’s potential to maximize their own performance. It is helping them to learn rather than teaching them” (p. 10).

“[T]here are no quick fixes in business, and good coaching is a skill, an art perhaps, that requires a depth of understanding and plenty of practice if it is to deliver its astonishing potential” (Whitmore, 2009, p. 2).

I began looking at coaching models during my industrial and organizational psychology doctoral program and came across many books on coaching. After years of searching and seeing what made sense, I eventually returned (very much to my surprise) to the original, wildly popular and widely used, G.R.O.W. coaching model.

John Whitmore, Graham Alexander, and Alan Fine all worked together and, in the mid- to late-1980, they co-developed the G.R.O.W. Model (Fine, 2018). Shortly after, the three went their separate ways, each one using his own approach to/version of the G.R.O.W. Model.

For all major iterations of the G.R.O.W. Model, the first three letters are the same: “G” is the “Goal” the individual seeks to achieve; “R” is the “Realities” a person should consider in the context of the decision process; and “O” is the “Options” open to the decision maker (Fine, 2018). It is only the last letter, “W”, that has been interpreted differently. John Whitmore defined it as “Will” (Whitmore, 2009), Graham Alexander defined it as “Wrap-up” (Alexander & Renshaw, 2005), although he also used “Wrap-up/way forward” (Alexander, 2006), and Alan Fine defined it as “Way Forward” (Fine, 2010).

G.R.O.W. (Goal, Reality, Options, Way Forward) is a simple 4-step process. The coach helps the coachee (person being coached) articulate a concise goal (Goal). Next, the coachee describes his current situation (Reality). This is followed by brainstorming options (Options) and next steps. Finally, the coachee identifies and selects one or more options to use in an action plan (Way Forward).

Throughout my years-long coaching model vetting process, two questions I asked were: (1) Will this model be easy enough for me to use when coaching clients? (2) Will I be able to use this model to teach leaders so they can use it to coach their employees?

For me, the desire to address both question #1 (Is this model easy enough to use when coaching clients?) and question #2 (Can I use this model to teach leaders, so they can use it to coach their employees?) were paramount in my decision. Many coaching models sufficiently answer question #1. That is, most of the models are easy enough to use to coach others, whether the model uses a 3-, 4-, 5-, 6-, or 7-step process. However, where many coaching models disappoint is in trying to answer question #2. When I pose the question — Can I use this model to teach leaders a simple process so they can use it to coach their employees? — many models could not deliver.

I also considered a third question: Does the coaching model follow a traditional coaching process that takes 6 – 12 sessions to complete or a rapid process that can be done in one or two coaching sessions? Indeed, it is the answer to this third question that made me completely rethink “coaching.” In order to adapt to the demands of an increasingly busy workplace and workforce, I needed a coaching model and process that could be delivered on-the-spot — in one or two conversations or meetings.

John Whitmore’s G.R.O.W. (Goal, Reality, Options, Will) contains 8 to 13 questions for each of the step in the model (Whitmore, 2012). But I prefer Alan Fine’s G.R.O.W. Model [covered in his book, You Already Know How to Be Great (2010)], which has 3 to 6 questions for each step. I also like the questions assigned to each of the G.R.O.W. steps in the Fine version.

I used Alan Fine’s G.R.O.W. Model to coach a new leader in two sessions (1 hour the first session, 1.5 hours the second session), plus one debriefing session (30 minutes). The coaching experience with this leader confirmed several things. First, Fine’s G.R.O.W. model is very easy to use. Second, Fine’s G.R.O.W. model can be used to teach a leader, so s/he can turn around and use it to coach his/her employees. Third, the entire process is surprisingly brief, lasting just 2.5 sessions.

Within that time frame, I was able to work with the leader to: clarify his goal for the session (Goal); describe his current situation (Reality); explore potential actions and next steps (Options); and identify a specific action as his next step (Way Forward) — demonstrating that, as a business coaching model and process, the GROW Model is very simple to use and understand (for both coach & coachee), effective yet brief, practical, and able to be delivered on demand and even as a self-coaching process (coaching yourself).

Clients answer a group of questions for each of the steps of the G.R.O.W. Model. Step #1 is Goal, Step #2 is Reality, Step #3 is Options, and Step #4 is Way Forward. The coach and coachee go through the steps and the questions that fall under each step in order, starting with Step #1. It’s important to not introduce clients to all the GROW questions at once because it can cause them to answer the questions in a cursory manner, rushing through their responses instead of really thinking about the question and allowing themselves time to process each question and formulate a response.

Although it’s recommended that you follow each of the GROW steps sequentially, starting with Step 1: Goal and ending with Step 4: Way Forward, in practice, there may be times where you have to adjust. John Whitmore explained this in his book, Coaching for Performance (2009): “[O]ne may only be able to define a vague goal until one has examined the reality in some detail. It will then be necessary to go back and define the goal much more precisely before moving forward again. Even a sharply defined initial goal may be recognized to be wrong or inappropriate once the reality is clear” (pp. 56-57).

For example, for my client, the overall goal for the session (Step #1 Goal) finally solidified in the middle of Step #2 (Reality). For this client, the topic did not become clear until after he’s had a chance to talk about what was currently happening at work and what he had tried so far. So, even though he responded to a question in Step 2, it actually made more sense to place his response in Step 1, to a question about the topic/goal of the discussion. Remember, it’s okay to be flexible and make adjustments to help clients make sense of the GROW framework. To verify, I asked my client if there was anything that did not make sense or that did not match up with what he wanted to say.

A unique question in Fine’s G.R.O.W. Model that stands out and one that I like is a question in Step #3 Options phase (“Would you like suggestions from me?”). A word of caution: If this question is not handled properly, the coach can very easily end up doling out advice and completely derail the purpose of coaching. What I like about this question is that it allows the coach an opportunity to share some suggestions and then check in to see if any of the suggestions seems interesting enough to explore further. This can be invaluable, especially when clients are at their wits’ end and no amount of open-ended questions will help to stimulate their creative ideas. In my coaching session, because of my rapport with this new leader and thanks to a previously administered personality assessment, I knew that my real contribution to him would be to offer some practical suggestions. The client told me that my suggestions were “all spot on” and that he agreed with them.

In our debriefing session, this leader stated that he likes that the GROW process is compact, simple, and straightforward and that these characteristics of GROW will help when he introduces his team to it. He especially appreciated my explanation of the GROW Model as a decision framework and said, “decision framework feels very liberating,” unlike the term “goal setting” which is becoming stale.

Finally, here’s an interesting tidbit — the G.R.O.W. framework also happens to be “one of the tools Google uses to teach [its] managers about coaching conversations” (re:Work with Google: Coach with the GROW model).

Takeaway: Overall, the G.R.O.W. Model (in particular, Alan Fine’s version) is a very capable business coaching model. From my own vetting process, it meets all three of the criteria on my list: (1) The G.R.O.W. Model is very easy to use to coach others; (2) The G.R.O.W. Model is remarkably simple and can be effectively used to teach a leader so s/he can use it to coach his/her own employees; and (3) The G.R.O.W. Model is powerful, yet concise enough that it can be completed in one or two coaching sessions.

Written By: Steve Nguyen, Ph.D.
Leadership + Talent Development Advisor

References

Alexander, G. (2006). Behavioural coaching — the GROW model. In J. Passmore (Ed.), Excellence in coaching: The industry guide (2nd ed., pp. 83-93). London: Kogan Page.

Alexander, G., & Renshaw, B. (2005). SuperCoaching: The Missing Ingredient for High Performance. London, UK: Random House.

Fine, A. (2010). You Already Know How to Be Great: A Simple Way to Remove Interference and Unlock Your Greatest Potential. New York: Penguin Group.

Fine, A. (2018). What is the GROW Model. InsideOut Development. https://www.insideoutdev.com/about-us/what-is-the-grow-model/

re:Work with Google. (2018). Coach with the GROW model. https://rework.withgoogle.com/guides/managers-coach-managers-to-coach/steps/coach-with-the-grow-model/

Whitmore, J. (2009). Coaching for Performance (4th ed.). London: Nicholas Brealey Publishing.

Whitmore, J. (2012). The GROW Model. Performance Consultants International. https://www.performanceconsultants.com/wp-content/uploads/GROW-Model-Guide.pdf

Worldwide Association of Business Coaches (WABC) (2018). Business Coaching Definition. https://www.wabccoaches.com/includes/popups/definition.html

Book Review – Servant Leadership in Action: How You Can Achieve Great Relationships and Results

Servant Leadership in Action is a collection of 42 essays (ranging from 2.5 pages to 8 pages) from servant leadership experts and practitioners, co-edited by Ken Blanchard and Renee Broadwell. The book is organized into six parts. Part One, “Fundamentals of Servant Leadership,” describes basic aspects of servant leadership. Part Two, “Elements of Servant Leadership,” highlights some of the different points of view of servant leaders. Part Three, “Lessons in Servant Leadership,” focuses on what people have learned on a personal level from observing servant leadership in action. Part Four, “Exemplars of Servant Leadership,” features people who have been identified as classic servant leaders. Part Five, “Putting Servant Leadership to Work,” offers firsthand accounts of people who have made servant leadership come alive in their organizations. Part Six, “Servant Leadership Turnarounds,” illustrates how servant leadership can dramatically impact both results and human satisfaction in organizations.

I wasn’t sure if this would be the kind of book I would enjoy or find value in because it’s a collection of essays. But the topic of servant leadership has been top of mind for me for the past few years, so I thought I’d give this book a chance and hopefully glean some useful information about servant leadership and its application to the workplace.

Even though Robert Greenleaf (1904–1990) is credited with launching the modern servant leadership movement in 1970, the idea behind servant leadership is very old. Valeri (2007), in his doctoral dissertation, wrote that the origins of servant leadership can be traced back at least 2500 years ago, starting in ancient Greece and Rome. Robert Greenleaf was the person who coined the term “servant leadership” and articulated it for modern time (Greenleaf.org, 2016; Keith, 2018; Spears, 1998).

Greenleaf’s thinking was inspired by and made clear in the 1960s thanks to a short novel called Journey to the East by Herman Hesse. It’s a story about Leo, a servant who accompanied a group of people on a spiritual quest. Everything was fine until Leo disappears, which then led to the group falling apart and the journey abandoned. The people in the group learned that they couldn’t make it without the servant. After years of searching, the story’s narrator finally locates Leo and finds out that Leo, whom everyone had thought to be a servant, was, in fact, the head of the religious order that sponsored the original journey (Spears, 1998).

“After reading this story, Greenleaf concluded that the central meaning of it was that the great leader is first experienced as a servant to others, and that this simple fact is central to his or her greatness. True leadership emerges from those whose primary motivation is a deep desire to help others” (Spears, 1998, p. 4).

I thought a background explanation about servant leadership from Blanchard in the first essay (“What Is Servant Leadership?”) is important:

“When people hear the phrase servant leadership, they are often confused . . . The problem is that these folks don’t understand leadership—much less servant leadership. They think you can’t lead and serve at the same time. Yet you can, if you understand that there are two parts to servant leadership: a visionary/direction, or strategic, role—the leadership aspect of servant leadership; and an implementation, or operational, role—the servant aspect of servant leadership.” (Blanchard & Broadwell, 2018, p. 7).

“Once people are clear on where they are going, the leader’s role shifts to a service mindset for the task of implementation—the second aspect of servant leadership. The question now is: How do we live according to the vision and accomplish the established goals? Implementation is where the servant aspect of servant leadership comes into play” (Blanchard & Broadwell, 2018, p. 9-10).

I am not a huge fan of edited books because the ones I’ve come across do not gel well together. Edited books can be messy and difficult to read when different authors and writing styles are thrown together with no editorial oversight to ensure consistency in tone and/or message. I was pleased to see that this didn’t happen with Servant Leadership in Action. The editing was well done and reading the chapters, written by different authors, felt seamless, almost as if written by the same person. This is no easy feat to achieve and I commend Blanchard and Broadwell for the great job co-editing this book.

The essays by Colleen Barrett (president emeritus, Southwest Airlines), Cheryl Bachelder (former CEO, Popeyes Louisiana Kitchen), Dave Ramsey (a money management expert & author), Phyllis Hennecy Hendry (CEO, Lead Like Jesus), and Jon Gordon (author) were all enjoyable and instructive. I also liked and found great value in Rico Maranto’s essay (“Waste Connections: A Servant Leadership Success Story”) about how top leaders can make servant leadership come alive.

In her essay, “Treat Your People as Family,” Colleen Barrett wrote about the incredible impact that servant leadership had on the 40+ years of success at Southwest Airlines. Admittedly, she shared that they didn’t know until much later on that it was called that. “But while our recognition of the term Servant Leadership might have come late, for over four decades Herb and I have said that our purpose in life as Senior Leaders with Southwest Airlines is to support our People. To us, that means treating People as family” (Blanchard & Broadwell, 2018, p. 183).

Colleen recalled a fabulous story that one of Southwest’s new leaders told her about his best example of a servant’s heart, which he saw Herb Kelleher (founder of Southwest Airlines) model.

“He watched Herb talk to a Mechanic in worker’s clothes for at least fifteen minutes—even though there were literally hundreds of People circling Herb for his attention. Herb never looked over the guy’s shoulder to see who else might be there, and never diverted his eyes from this man while they were talking. Herb was courteous to everyone who was trying to shove the guy out of his space so that they could fill it, but he gave this man his time. It was clear to this new Leader that Herb had no hierarchical concerns—he was completely interested in what the Mechanic was trying to tell him. That had a profound impact on this Leader, and he remembers it to this day. He has been with us more than twenty years now” (Blanchard & Broadwell, 2018, p. 187).

In Cheryl Bachelder’s “Serve the People” essay, she shared about the transformation at Popeyes Louisiana Kitchen, from a struggling brand and company to a prosperous enterprise. I really like what Cheryl wrote:

“When this story began, we didn’t know it would be servant leadership that drove success. We didn’t have a plaque in the office that stated our purpose and principles. What we did have was a team of leaders who were willing to focus their passion and ambition on the success of the people and the enterprise before their own interests” (Blanchard & Broadwell, 2018, p. 230).

From 2007 to 2016, under Bachelder’s leadership, Popeyes flourished, “with restaurant sales, profits, and unit growth rates that were the envy of its competitors” (Blanchard & Broadwell, 2018, p. 230).

In his essay (“Leading is Serving”), Dave Ramsey shared the lesson he taught his teenage son about the heavy responsibility of being a servant leader. Ramsey explained to his son (as they were walking toward Dave Ramsey’s company’s picnic) that as president and CEO of the company, he bears the responsibility to not just the employees of his company (the adults) but also to those employees’ children (the 97 kids seen running around the picnic): “Those kids’ parents make a living, have a future, and those kids have a future partly because of how I act. If I misbehave in my personal life, if I fail in areas of integrity, if I screw up, it will mess up a ton of lives. As a servant leader, I understand that I am at least partially responsible for those little kids” (Blanchard & Broadwell, 2018, p. 197).

Ramsey took it a step further. He told his son that, even as a teenager, the son also bore the responsibility of being a servant leader, that “if he went out and acted crazy, he could impact those kids’ lives” (Blanchard & Broadwell, 2018, p. 197) too. For instance, if the son were to get drunk, drive, and kill someone, the family would get sued and some of the employees working for his dad’s company might have to be let go. “As my son, he gets to enjoy the benefits of our success, but he also shares in the responsibility of servant leadership. He needed to know, even as a teenager, that the decisions he makes and the actions he takes have an impact” (Blanchard & Broadwell, 2018, p. 197).

Some of the essays really touched me. One such essay was by Phyllis Hennecy Hendry (“A Lesson From My Father”) about how her father, a pastor, taught her, when she was eight years old, “the simple act of caring for someone and how serving people changes everything—literally” (Blanchard & Broadwell, 2018, p. 117). She recounted the many Saturday morning visits to the home of “a crotchety old man” (Blanchard & Broadwell, 2018, p. 116) whose “wrinkles met in odd places around his face” (Blanchard & Broadwell, 2018, p. 116) and how you can serve and meet people where they’re at. The simple and consistent act of visiting this grumpy old man every Saturday morning eventually led him to change his crabby ways — smiling a lot more and hugging them, and eventually introducing both Phyllis and her father to others as his “good friends.” The essay was about how this old man came to accept Jesus, but the way Hendry told the story, through the eyes and experience of herself as an 8-year-old girl, made it very powerful and its servant leadership lesson applicable in many areas.

Jon Gordon shared an emotional story in his essay (“Little Things and Big Things”) about his late mom making a sandwich for him even though she was tired and, unbeknownst to him, was battling cancer:

“Looking back, I realize she wasn’t just making me a sandwich. She was showing me what selfless love and servant leadership were all about. At her funeral, many of her real estate clients and colleagues came up to me and shared countless stories of all the selfless acts of love my mom did for them as well . . . We often think that great leadership is about big visions, big goals, big actions, and big success. But I learned from my mom that real leadership is about serving others by doing the little things with a big dose of selfless love” (Blanchard & Broadwell, 2018, p. 134).

Finally, in his essay (“Waste Connections: A Servant Leadership Success Story”), Rico Maranto (Servant Leadership Evangelist at Waste Connections) wrote about how senior leaders at Waste Connections made servant leadership come alive by: (1) introducing a vision, purpose, and values, (2) conducting servant leadership training, (3) distributing a servant leader newsletter, (4) distributing a servant leader survey, (5) creating a Servant Leader Playbook, (6) creating servant leadership awards, (7) getting self-serving leaders off the bus, and (8) hiring for character.

Rico shared a great story and perfect example of what it is to live a servant leadership mentality and culture:

“One of the company’s division vice presidents (DVPs) had been recognized two consecutive years at the annual managers’ meeting and seemed to build good relationships with his employees. He achieved impressive results and spoke like a servant leader when talking with senior leadership. Everyone thought he was a good servant leader—everyone but his employees. In their servant leader surveys, they described a very different manager—one who was egotistical and hypocritical” (Blanchard & Broadwell, 2018, p. 236).

When that division vice president’s true character came to light, Rico recounted that Ron Mittelstaedt, CEO and Founder of Waste Connections, said this:

“Servant leadership isn’t about worrying up; it’s about worrying down. It’s not about what your boss thinks of you; it’s about what your people think of their boss. If we have a cancer in our culture, we have to cut it out” (Blanchard & Broadwell, 2018, p. 236).

What I Did Not Like: In a few of the essays, I was unconvinced that the authors effectively or at least cogently tied their thoughts and previous work to servant leadership in their essays. When authors toss their writings in without fully thinking through and making a strong case for how their work connects or is related to servant leadership, then their essays came across as disorganized ramblings.

Takeaway: I found Servant Leadership in Action to be an enjoyable collection of essays that kept me interested in the subject of servant leadership regardless of where I was in the book. Blanchard and Broadwell did a nice job setting up the book’s structure and dividing the essays into six parts/sections, starting with describing the basic aspects of servant leadership and ending with showing the readers how servant leadership can dramatically impact both results and human satisfaction in organizations. The essays are interesting and varied enough that you can skip around, reading what interests you, and still learn about servant leadership. If you like reading about servant leadership and do not mind a sprinkle of religious stories, then I think you will really enjoy this book.

Written By: Steve Nguyen, Ph.D.
Leadership + Talent Development Advisor

References

Blanchard, K., & Broadwell, R. (2018). Servant Leadership in Action: How You Can Achieve Great Relationships and Results. Oakland, CA: Berrett-Koehler Publishers.

Greenleaf.org [Greenleaf Center for Servant Leadership]. (2016). Robert K. Greenleaf. Retrieved from https://www.greenleaf.org/robert-k-greenleaf-biography/

Keith, K. M. (2018). Definition of Servant Leadership. Retrieved from toservefirst.com/definition-of-servant-leadership.html

Spears, L. C. (1998). The power of servant leadership. San Francisco, CA: Berrett-Koehler Publishers.

Valeri, D. P. (2007). The origins of servant leadership (Doctoral dissertation). Retrieved from www.greenleaf.edu/pdf/donald_valeri.pdf

Disclosure: I received Servant Leadership in Action: How You Can Achieve Great Relationships and Results as a complimentary gift, but my book review was written as though I had purchased it.

Workplace Friendships: The Benefits and Challenges

Workplace Friendships: The Benefits

When you work in close proximity to other people in an organization, it’s inevitable that friendships begin to develop. Morrison and Terry (2007) wrote that “people are motivated to make friends for the rewards they provide, be they social or more tangible and functional. Thus within the workplace too, it is reasonable to assume that some people make friends so as to enhance their own working conditions” (p. 39).

Workplace friendship involves a workplace/organizational peer that we believe we’d be friends with even if we didn’t work together, that we consider the person more than just a coworker, and that we feel that we know each other really well (Morrison & Terry, 2007).

Reich & Hershcovis (2011) wrote that workplace friendships are voluntary relationships where people interact as unique individuals rather than as occupants of organizational roles (coworker or supervisor). We form and maintain workplace friendships to enhance our social support and our job success. But most of all, we make friends at work to help us satisfy our need to belong (Reich & Hershcovis, 2011).

Workplace friendships are linked to increased job satisfaction, job involvement, job performance, team cohesion, organizational commitment, and decreased intentions to turnover (Reich & Hershcovis, 2011).

Interestingly, Morrison (2009) discovered that while women are more likely to see workplace friendships in terms of the social and emotional support in times of stress, men tend to view workplace friendships in terms of the benefits to their own career or in helping them complete a task or the job duties.

Workplace Friendships: The Challenges

Although the benefits of workplace friendships are many, there are also difficulties or challenges, including blurring of boundaries, having to devote time to the friendship, and distraction from work — all of which can cause distraction and anxiety, ultimately resulting in reduced work outputs (Morrison & Terry, 2007).

Workplace friendships fail for five main reasons (Sias, Heath, Perry, Silva, & Fix, 2004):

  1. problem personality
  2. distracting life events
  3. conflicting expectations
  4. promotion
  5. betrayal

Personality and life events can end a workplace friendship when they distract employees from their work. Betrayal can certainly destroy a workplace friendship. It makes sense that after a betrayal, it can be very difficult to regain trust. In the case of promotion, it becomes much harder to maintain an equal relationship balance because now one person (the promoted individual) has formal authority over the other.

Workplace Friendships: Tricky but Worth It

Seppala and King (2017) explained there’s always the potential of workplace friendship fallout and there are “real entanglements that can arise when the boundaries between work and friendship become blurred.” However, given that belonging is a fundamental human need and that we spend a large part of our time at work, the workplace “is an ideal place to foster the positive connections we all need — not just for our well-being but also for our productivity and health.”

Written By: Steve Nguyen, Ph.D.
Leadership + Talent Development Advisor

References

Morrison, R. L. (2009). Are Women Tending and Befriending in the Workplace? Gender Differences in the Relationship Between Workplace Friendships and Organizational Outcomes. Sex roles, 60(1),

Morrison, R. L., & Terry, N. (2007). Too Much of a Good Thing?: Difficulties with Workplace Friendships. University of Auckland Business Review, 9(2), 33-41.

Reich, T. C., & Hershcovis, M. S. (2011). Interpersonal relationships at work. In S. Zedeck (Ed.), APA handbook of industrial and organizational psychology (Vol. 3, pp. 223-248). Washington, DC: American Psychological Association.

Seppala, E., & King, M. (2017, August). Having Work Friends Can Be Tricky, but It’s Worth It. Harvard Business Review, https://hbr.org/2017/08/having-work-friends-can-be-tricky-but-its-worth-it

Sias, P. M., Heath, R. G., Perry, T., Silva, D., & Fix, B. (2004). Narratives of workplace friendship deterioration. Journal of Social and Personal Relationships, 21(3), 321–340.