“”Is there a better way? Can you avoid printing that page?”
Photograph by Annie Sprat, Unsplash
Many project teams use tablets and television screens to project information during meetings for meeting participants to consider and discuss. And while we have cloud storage and the ability to access and edit or markup files from multiple devices, it appears that printing has not yet lost its appeal for some. If you are not yet ready to consider a working day without a printer, here are some ways to be more sustainable with the way you work on a day-to-day basis.
Removing Waste: Recycling
Have you considered what the end-of-life would be for that page you just printed and may be ready to throw into the trash bin soon? Why not set up a special bin for just collecting paper to be recycled? In some locations, secure bins are available which ensures that sensitive papers are securely stored until they are collected by the supplier and recycled.
Are you making use of a printer cartridge refill scheme? Instead of throwing used cartridges away, there may be suppliers in your area where you can get refills for your used cartridges.
And talking about printing cartridges – can you use only one colour – black? Having multiple colours may generate additional waste and perhaps you can save the colourful displays for virtual online documents?
The paper you use for printing, is it made from environmentally-friendly recycled processes? Why not ask your local suppliers to advise you about recycled paper options available to you?
If you print on both sides of a page, you could be saving on paper usage and you could be lowering the weight of printed documents being shipped to recipients of your printed materials!
Do you really need so many printers in your office? Or could you lower the ongoing electric power needs of printers and also encourage more physical movement of people during the day. Asking them to walk a little further in order to retrieve printed pages may be a great way to ensure they move out of a sedentary posture and increase blood circulation. Regular breaks and physical movement are great ways to improve physical and mental well–being at work.
Lower energy usage
Ensure that printers are turned off completely at the end of the working day and over weekends and periods of office closures. This ensures that no power is used in standby mode.
Consider digital solutions
Looking at the processes you use in your office – are you printing notifications or informational posters and is there a way to instead share it with colleagues, suppliers or customers digitally? For example – could suppliers download an electronic file from your website showing how you would like invoices prepared?
Understand your data and set improvement targets
Do you know who prints the most pages in the office? Is there an opportunity to engage with someone on printing more sustainably? Not everyone has been exposed to ways they could lower energy usage or how to avoid creating waste.. It could be great to have a discussion with someone about this.. Improving awareness is often the first step towards more sustainable practices at the office.
Getting together to set targets in your office like “We track our number of printed pages, and we strive to lower it by 10% this month compared to the previous month!” can be great ways to keep everyone focused on lowering your environmental footprint as an office..
In most cases, becoming more aware and conscious of ways that we can become less wasteful and generate less waste can be the first step toward being more innovative and finding new ways to positively impact the world and those around us. What will you do today to lower the waste you generate?
This post assumes a few starting points. For one, it assumes that you have a few leaders whom you would like to develop using a few specific developmental areas. When you review this example, you will notice that the areas shown here are typically associated with development of first-time or mid-level leaders. This example can help you take your own leadership development ideas a step further by defining specific steps, and processes which would make it easier to communicate your vision to stakeholders at your company – offering a well-considered program that includes all the elements that are important to developing leaders, their managers, executives considering succession planning, and also new recruits with dreams of building a great career at your company.
Which observable outcomes – behaviors – are important for successful leaders to display at your company? Can you define this per competency? Understanding what exact outcomes that your program strives to achieve makes it easier to select the right people for the program (those with development needs in these areas), evaluate the progress of developing leaders in your program (learning to lead with desirable behaviors), and also to understand where specific leaders may need more support with their own personal development plans.
Here is an example of defined outcomes and you will notice the columns to the right have spaces to insert names of possible program candidates. This would be a way to consider nominations when they are discussed by the program committee to decide on the next intake of leaders for the rotational assignment program.
Governance & Structure
Before you start to implement your ideas, take a moment to consider who are the key participants and stakeholders in this program? And have you thought of how you need to support each stakeholder’s needs and prepare them for their expected participation?
Basic processes would include:
Selection (nominations could be an additional process if you would not pre-select possible candidates using seniority or other criteria) – on what basis will multiple raters who know candidates propose and support nominated candidates?
Performance evaluation process – before the program starts and also at key stages during and at the end of each assignment.
Promotions and salary increase eview processes for program participants – checking thatyou are at least paying them at or above local market rates to ensure you are not endangering their retention.
Mentoring process for the benefit of participants – supporting developmental goals.
Performance feedback process to participants and the oversight committee in general.
Orientation process for managers whom program participants would report to during their rotational assignments.
Executive Sponsor for the program
It is important to understand who would be the sponsor at the executive level – involved in ensuring that the program meets strategic objectives and delivers on the agreed benefits. These would be the reasons why the program would be approved for funding and resource allocation like for example a program coordinator etc. Build a relationship with this stakeholder and ensure that he/she has all the information needed to feel comfortable with the progress you are making with the implementation or maintenance of the program on an ongoing basis.
This may be a group of operational leaders, some group support (functional) leaders, and perhaps a mentor or two. The oversight committee may also be involved in the nomination and/or selection of participants and may also be a part of the audience when program participants are asked to conduct presentations about their projects as part of the program, The oversight committee might also at least annually evaluate possible risks to success and may suggest mitigating actions or improvements to avoid or manage risks to successful outcomes of the program.
If you have dedicated internal and/or external mentors meeting with program participants on a regular basis it would be important to involve them by giving them an understanding of the strategic and operational expectations of the program. They would also need to be familiar with the measures of success and how they are defined and evaluated. The success of developing leaders would be very reliant on this group of people offering key support to them. For this reason, mentors should also be asked for (at least) annual feedback on their experiences as mentors and be able to share improvement suggestions and possible risks that need further consideration and action. Mentors should also be able to informally meet with the program manager to monitor program outcomes – understanding how the program is progressing in terms of outcomes achieved, number of development goals closed, number of participants being mentored, number of successful placements in higher roles for those coming out of the program, etc.
Managers of participants
There are aspects of a rotational program that differ from someone having a new team member to support departmental or divisional performance objectives. While the expectation is that these managers would invest their time and resources to accelerate the learning of participating leaders, these program participants will be expected to leave the managers’ groups at the end of the assignment. This concept may be challenged on a regular basis and common arguments include program particianpts being instrumental to maintaining successful client relationships (the client asked for him/her to be on the next project) and how their departures may pose risks to current projects (without his/her key knowledge on this project we cannot guarantee successful outcomes). Such issues would need to be resolved and escalated as needed to avoid participants getting stuck on one rotation.
Not everyone considered to have the ability to function at higher leadership levels aspires to those outcomes. It is important to understand the drivers, ambition, and engagement of each participant being considered for participation in the rotational development assignment program. This, on top of his/her performance and development needs being identified and documented in a development plan. . Once a program participant has been confirmed the communication process starts including the next steps, the program contents and objectives, the processes, and what would be required from him/her while on the rotational assignment program. Being introduced to those who are involved in the process would also be important – the new manager for the duration of an assignment and the assigned mentor would be two important links to make. Ensure a feedback loop to understand the success and risks of the program seen from the eyes and experience of program participants.
In this example, the annual processes are relatively simple and include an annual intake of new participants, formal communications, obtaining feedback from key stakeholders, presentation by participants about projects they worked on, and talent review discussions on the development of each leader in relation to succession planning objectives and strategies.
In general, rotational roles fall into these four categories (see graphic below).
Commercial roles could include sales support, marketing, external communications and sometimes includes roles that have direct interfacing with key customers – account roles. A key objective of commercial roles would be to ensure participants understand how money is made, reported, and the levers which could improve profitability, and the processes that are involved in converting operational success to money in the bank. This rotational assignment also provides an understanding of the level of customer satisfaction and where clients would like to see improvements or innovations. For more senior roles in a commercial function, the development objective could include understanding risks and opportunities and establishing a high-level plan to address both with internal initiatives and even external solutions like a merger or acquisition to address challenges and risks to customer satisfaction and the ability to deliver on customer expectations – given observed and expected changes in the marketplace, competitor offerings, etc.
Operational roles usually offer the ability to understand the daily activities and decisions which could lead to meeting or missing operational outcomes. This usually relates to impacts to the Profit and Loss Statements of a company. In these kinds of rotational assignment roles, participants learn to understand the challenges that project teams experience in delivering products or services that are attractive in the marketplace. They also learn how operational delivery can lead to optimal profitability. Concepts like LEAN, Circular economy, and agile are often concepts that are learned during assignments in operational roles.
Strategic roles are often assigned at one of the larger offices or to shadow a senior or executive leader involved in strategic projects and initiatives. During this assignment participants usually learn more about risk management, organizational strategies, and projects. Sometimes they could be involved in supporting due diligence activities for a possible merger or acquisition and may be exposed to considerations regarding organizational structure changes or changes to the legal structure of a company. During these assignments, participants understand how the company evaluates its internal and external strengths and opportunities along with possible organizational weaknesses and risks. In that landscape, the company will set strategies in motion to improve its competitiveness, its financial outcomes (P&L, Cashflow and/or balance sheet), and its ability to outmaneuver the competition in key areas. This could be as a result of acquiring and/or launching new innovative solutions or getting closer to the customers and how customers’ wishes are being met.
GroupSupport roles are often either in Human Resources or possibly in Procurement or any other group support (functional leadership) role where that specific participant can learn to more fully understand the challenges of balancing the needs of its shareholders, customers, employees, and supply chain partners.
How to start
Putting together a Rotational Assignment Program can take some time during the early stages and it would be very important to understand the strategic needs and objectives of the company when it comes to succession planning and key skills needed by the leaders of tomorrow. Talk to as many possible stakeholders as you can to build a successful business case and change plan addressing all concerns and needs of key stakeholders in the success of the rotational assignment plan. Talk to experts who have developed a program like this to garner any tips regarding pitfalls that they needed to navigate. Finally, commit to continue learning as you go. Get feedback and act on it and use the data gathered to drive continuous improvement activities. Use the feedback to ensure the program continues to deliver outstanding benefits in a fast-changing world which impacts your ability to attract and retain key talent on a continuous basis.
Useful posts to help with the preparation and communication of stretch/developmental assignments:
Staged Promotions – Accelerate role-readiness using focused development with check-ins
Leaders are not always ready the moment you need them to step into a new role. An inexperienced leader can increase risks in continued customer satisfaction, operational / execution risks, and employee satisfaction and retention. Using a a staged promotion could be a way to mitigate risks, while ensuring that leadership development is accelerated and monitored with defined targets on knowledge gained and skills and competencies gained during each period within a specified timeline.
Process and Timeline
The graphic below outlines the process and shows an example of running the process over a 9-month period. The duration of such a process can vary but watch out for making the period too long – longer than 12 months. It can lead to process fatigue and demotivation of the leader. It is important that the process starts with an orientation to ensure the leader understands how the process will work and what is on the other side of the development period. The leader should be clear on what he/she is signing up for.
Defined learning path
During the development period, there needs to be a few concrete check-in points whereby the leader is demonstrating knowledge, skills and insights gathered and learned over the period. Instead of making the check-in points being general discussions, it is useful to select a few key focus areas for a presentation to be delivered at the end of each of the development periods.
Each check-in event needs to result in specific feedback being captured and shared with the developing leader. The feedback helps him/her to further focus and improve on their learning approach for the remaining learning periods.
The final check-in is usually the final decision-point where the executives present are willing to confirm the promotion of the leader – ending the interim nature of the assignment.
The example below shows how a project or facility leader can be assigned specific areas to learn about over the 9-month period. Each of the areas are important for the normal day-to-day activities of the developing leader and the focus simply means nothing is missed in helping the leader perform well in the role in future. It helps to include the strategic and the “why” part of a role since a new role is often mostly or mainly about the “what” to get done.
The orientation step which helps the leader understand the design of the development path, the role he or she has and also how to ensure his/her own success making use of available internal and external development resources. Before the orientation session, a leader has typically already understood from his/her manager that they are offered the development opportunity on an interim basis and the leader has agreed to proceed. The leader also needs to know what happens if he/she does not succeed at the end? Will they get a different assignment and what might that be?
Preparing the executives before the check-in events (when check-in events are set up to be a presentation followed by questions and answers). Executives need to understand the design of the development path, the purpose of the focus areas, the development needs of the leader and how they are to capture their feedback to be presented back to the leader after the event.
Feedback to the leader should be specific and be a balance of activities that are good to maintain, which ones to develop further and which ones to start or stop going forward. Specific examples of desirable behaviors or results should be highlighted. A discussion on risk identification and management may also be useful to help the developing leader understand how to adjust own focus to best mitigate and manage risks associated with own development as a leader as well as risks associated with the role..
This process is very useful to help a leader understand what the new role would include when they are meeting all expectations of stakeholders. A leader who feels uncomfortable meeting all those expectations will typically ask to be taken off the development path before the end having realize it is not for him or her. And this allows for re-assignment and solving the leadership vacancy in a different way.
Listening to a presentation by the leader on the assigned topics goes a long way towards providing executives with a sense of comfort (or alarm!) in terms of what can be expected from this leader in this role going forward. While these check-in points should not be the only determinant of how the leader is performing in the new role or estimating future behavior, it is a great way to understand the reasoning a leader applies in making business determinations and decisions and how the leader approach problem-solving when faced with adverse situations.
Working on multicultural teams you may have had moments of wondering what he or she just meant by that comment? Or why will he or she not make a key decision so an activity can move forward? Cultural perspectives and ways of life may be one of the reasons that could explain those incidents.
It is fun to meet people from other cultures and learn about their lives and experiences. And at first it may be interesting to learn how their cultures vary from your own, but once you work on a project together and it is remote working, including long hours and tight deadlines those differences can start to cause friction on the team. This can slow down progress and impact team morale. Being aware of the most common inter-cultural disconnects can prevent team members from blaming it on a person and instead enter into a discussion to unpack the root cause of a lack of action, lack of decision-making or the exact opposite – too many fast actions without thinking or making decisions without considering consequences.
4 Areas of misunderstanding that can impact inter-cultural teams
Some things are smart to do in order to ensure the team understands required project outcomes and approaches to use. Aspects would include clarifying the definition of done, outlining project phases and deadlines, assigning roles and responsibilities and having regular meetings to monitor and understand progress and resolve issues that are hindering progress or pose a risk.
Some aspects may need additional attention if your team consists of a few members from very different cultures.
1. Managing to deadlines
This relates to how important team members believe deadlines are. Some may see them as a guideline while others will suffer anxiety and will work longer hours to make sure the are met. In some cultures, there is a strong emphasis on being for example exactly on time for an appointment while in other cultures it may be okay to be a few minutes late for business meetings and perhaps even a few hours late for a social engagement.
Make sure all team members understand the consequences, knock-on effects and penalties which may be triggered if the team missed deadlines. Monitor progress and have follow-up conversations if team members are falling behind to ensure they understand the importance of their activities being completed on-time.
Ensure team members understand the priorities they should place on various aspects of the work that needs to be done by the deadline. Ensure it is also clear exactly what “done” means. Do you expect quality checks to be done too or just a first draft of the outcome to be available? Should it be print-ready or just ready for an internal review or further discussions?
2. Clear Role Expectations
There are differences in cultures around the meaning of “in charge” or the Subject Matter Expert (SME). In some cultures, it is customary to take the word of such a person as a mandate to perform a specific task or action exactly according to what he/she said. In other cultures, SMEs and leaders are considered more “accessible”, and dialogue is welcomed when one does not agree with a requirement or task assigned by the one “in charge.” This difference can cause confusion on teams including many different cultures. To what degree can and should instructions be discussed and challenged vs accepted? Are those in expert roles or roles with authority prepared to deal with challenging discussions and comments – if the project team will operate in a culture of open discussions?
Have a role discussion at the start of the project and include what would be great questions to ask each role and how interaction is expected to take place on the project to maximize positive team outcomes.
Be sure to have further discussions highlighting best-practices during the project and as new team members join, who may have missed the original discussions around the different project roles and how to best interact with them.
3. Conflict resolution
Conflict shows up differently in each person – some people speak up and go to the “max ” to be heard and understood while others take their thoughts, feelings and especially resentment underground and do not speak out. This means that conflict can be hard to resolve and to feel comfortable that all thoughts and concerns are on the table and discussed before decisions are made. Some cultures are more likely to speak up and make sure their opinions are voiced while others might patiently and politely wait to be asked for an opinion and speaking out of turn (from their perspective) may be seen as impolite or disrespectful. In some cultures open disagreements are best avoided to maintain a cordial/good relationship with others on the project.
Use more than one channel to check in with team members and get feedback – ask in meetings, but also check in with individual team members between meetings to understand if there is any part of the path forward chosen which concerns them.
If any team members are especially aggressive in voicing opinions, perhaps a quiet word might help that person to still voice opinions, but possibly in a less forceful way to avoid antagonizing anyone from a culture where a forceful (overly enthusiastic ) communication style might cause discomfort.
Provide training in non-violent communication and voicing messages with a healthy balance between listening and advocating. Help team members to constantly improve in understanding each other’s styles to help communication and collaboration efforts on the project.
When a conflict does occur, address it in a culturally-sensitive way if the disconnect could be related to a cultural difference in perspective. The objective should be to solve and address project issues in a helpful way without causing negative impacts to collaboration on the project.
4. Navigating with many languages
We all know of situations where people from the same country with the same language find it hard to communicate successfully with understanding and openness. When a team consists of many different cultures, this can be so much more confusing and frustrating.
Agree from the start of the project to follow a few guidelines such as: For the chosen project language, native speakers are to slow down and use simple ways to bring their points across. And native speakers of the main project language will be patient with non-native speakers trying to get their thoughts across. If there is a large language ability gap between the native-speakers and other team members consider some language classes to bridge the gap.
Consider asking presenters/speakers at planned meetings to send out specific agenda items and a summary paragraph of the issues to be raised and discussed at least a day before the meeting. That would help non-native speakers to prepare ensuring they understand the issues and are able to fully participate in the conversation at the meeting.
When there are significant differences in levels of language abilities on the team, meetings may take longer, and collaboration may also be a little harder especially in a virtual/remote environment. Be sure to take this into account when planning project timelines and deadlines.
Plan ahead to succeed
Knowing you may be starting up a project with a multi-cultural team, schedule team-building activities for team members early on. This will help them get to know each other as humans/people. Establishing trust early on, can avoid frustration turning into conflict and delays in reaching project team deadlines.
Create team opportunities to get to know more about each other’s cultures. This could bridge the gap in understanding each other’s perspectives and avoid labeling, misunderstandings, and internal team misalignments..
Set continuous learning as one of the core values of the team and live it, encourage it and keep bringing the team back to what can be learned from successes and failure as the project progresses. Having a curious and learning mindset is a great way to avoid major disconnects between team members as they will engage in inquiry and advocacy vs judgment and labelling as a default behavior.
Have your review meetings for a process or a policy document turned into a low-value event where tons of slides are being shown and no real discussion takes place? Do you feel confident about the outcomes from your review meetings? What if you had a way to make the review meetings more structured and action-oriented, making sure everyone is engaged?
This activity will help you do that!
When your review meetings succeed they…
Result in improvements and updates that ensure your plan/policy is fit-for-purpose and comply with most recent business and legal requirements,
Make sure your plan/policy, in addition to fully complying with most recent legal and government requirements, also align with your company’s strategies,
Engage all stakeholders making sure every one of them has an opportunity to suggest ways to improve the policy/plan to better meet business needs and concerns, and
Enable you to get through internal and external audits with confidence.
Divide your meeting participants into two groups and give each group a preparation assignment – Team Blue and Team Red. They are to arrive at the meeting, prepared to either defend or criticize the existing plan or policy and underpin their points with solid arguments based on research (doing homework before the meeting).
The blue team has the assignment to identify fact-based reasons why the existing plan or policy is fit-for-purpose, compliant, and good enough as it is today. While the red team has the assignment to research and come prepared to point out specific areas or aspects where the current plan or policy fails to address specific issues or factors.
Each of the teams prepare before attending the meeting. The blue team will prepare in this way:
And preparation by the red time includes:
Members from each team bring their notes to the review meeting – prepared to substantiate their claims based on their pre-meeting homework assignments.
After the meeting has been opened, objectives shared and the process discussed, the review process follows these steps:
The Blue team summarizes the high-level benefits and explains how the current version of the document/policy is fit-for-purpose vs over-the-top in terms of mitigating, avoiding or managing risks associated with why the document/policy was originally created. (10 mins)
The Red team then gets 10 minutes to summarize risks or changes to laws, which means that the current policy or document is not currently fit-for-purpose. They may comment on some aspects raised by the Blue Team too.
The Blue team gets 10 – 15 mins to make their final statements: responding to anything specific that was mentioned by the Red team and also adding to any additional points related to key items they had mentioned during their opening summary. They would make specific mention of aspects that are strongly beneficial and need to remain in the policy/document.
The Red team then makes their final statements in 10 – 15 mins. They would especially summarize key gaps between the current policy/document and aspects that would need to be addressed in the next version.
The final part of the meeting consists of all meeting participants discussing and summarizing improvements that would be needed to the next version of the policy/document. In the process, they may assign various meeting participants to do additional research, align with stakeholders not present at the meeting, and/or write the updates or additional segments to add to the current policy/document.
An additional meeting may be needed to check-in on progress and finalize the updates that have been agreed upon.
Do not run this with groups larger than 15 people. It would lead to a longer meeting and some people feeling less involved and engaged.
Be sure to state that the meeting is to take no more than 1 hour. If the process is followed for too long a period, it waters down the intent – focus – and gets more into minute details which are often best dealt with in post-meeting assignments.
Be sure to assign someone to be the time-keeper to keep an eye on the process – ensuring the meeting stays focused on the agreed approach and time-commitment. And be sure to note the path forward actions to help the designated coordinator with follow-up actions and close-out activities.
In general, this interactive approach to review meetings leaves participants much more energized and positive about meeting outcomes.
Employees and Company Boards want the same thing – they want clarity around what you expect from employees, want feedback on how it is going from an outcomes perspective and want to know the steps you will take to fix it, in case outcomes are less than expected.
Most companies use a Balanced Scorecard approach whereby specific performance metrics in key performance or result areas from company strategies are used to set and monitor performance expectations into the company from the most senior roles to the most junior roles.
The benefits of this approach are numerous… for one you can get a good understanding of how well things are going with implementing your strategies in the company, you can make sure that all the initiatives being worked on relate to the strategy, identify organizational units or individual where things are going well or not so well – which mean you can provide support in the form of training for example. A balanced scorecard also helps to ensure you have organizational alignment where it is clear to every employee how he/she impacts the overall results of the company. And when an employee sees his or her own goals, it is easy for him/her to understand what exactly the company strategy and desired outcomes are about in a practical way.
Strategic Performance Areas
Having a cheat-sheet to get started may be useful…Performance Indicators can be set in many different areas. This list shows a few examples which may be handy as you read your own strategy and select the top performance areas that need to be impacted in your upcoming performance period.
In most cases 5 key performance areas would be chosen to balance current operations, growth goals, keeping current stakeholders satisfied and continuing to improve and innovate. e.g: 1) Financial outcome(s), 2) Quality outcome(s), 3) Customer satisfaction outcome(s), 4) Improving upon performance and efficiencies of previous years, and 5) Employee (leaders/specialists?) development and or retention outcomes.
Let’s look at some specific KPIs and how they may translate into performance expectations into the organization. From high organizational levels deeper into the organization the goals become more specific to an individuals’ tasks and activities. In contrast, the goals of managers are typically focused on their ability to influence and lead the outcomes of teams or groups reporting into him or her. Managers ensure that things happen while in most cases the deeper you go into the organization, the more you see performance goals are based on the individual’s efforts to achieve an outcome.
Performance goals typically come in various types of outcomes based on how your KPI would require the right response to meet the company strategy.
Starting with the company’s strategy (at the highest level) the CEO or executive team can easily identify the top 4 to 7 Performance Areas where focus is needed to drive outcomes needed in the coming year. From there the heads of functions or organizational units can identify what that means for each of their organizations. Then performance goals for each organizational unit manager can be determined . And the same process cascades down until performance goals have been set for everyone at the company. All of the goals finally relate to a big-picture framework of KPIs at the top level of the organization.
Most performance expectations are set as SMART goals and each employee would typically end up with between 3 and 7 (max) performance goals for the year.
The graphic below shows how at individual level the goal may be a specific part of the overall KPI but when it is all “rolled-up” organizationally the full organizational KPI can be achieved in full by all employees contributing to the desired outcome. Not every organization group or unit might support every high-level KPI. Think for example of an organizational unit responsible for the upkeep of facilities, there may not be direct goals that relate to revenue growth for that group.
Note Goal E: It does not relegate to a KPI at the broader organizational level. This happens often – for example that a functional organization has a specific focus which may not directly relate to the KPIs that were set on a company-wide basis. That could be something like finalize implementation of a digital tool which enables better efficiency the following year. If there are no high-level KPIs related to improving on existing performance/efficiency, Goal E would not have a direct link to the overall high-level KPIs set. For this reason, it is important to set the high-level KPIs in a broad and balanced way to ensure that most goals that would be important at a level deeper into the organization to maintain or improve a specific level of efficiency or service delivery can be matched with the high-level need for renewal or continuous improvement. Some companies do not think broader than revenue or growth goals.
It is important for managers to monitor outcomes along the way – do not wait until the end of the year to discover that outcomes were not trending in the right direction. Spotting issues or delays early means you can rectify or influence rectification of the situation. Give employees feedback throughout the year – make them aware of outcomes that deviate from desired outcomes, train and coach them to improve outcomes that they are responsible for and give them on-the-job coaching and support when they are inexperienced in specific areas. Every outcome matters and contributes to the overall outcome.
Evaluating outcomes and discussing those with employees is the next step. This step also includes looking at relative performance outcomes among various organizational units and overall outcomes. This can lead to an improved understanding of where further improvements may be needed. Improvements can range from awareness training, making more information available, helping to upskill or cross-skill employees in various areas. It may also lead to understand misalignment with what suppliers can or are delivering or misalignment between customer expectations and what operations is able to deliver right now.
Use what you learn from discussing performance outcomes to influence future performance outcomes and support that might be needed for the next year.
In the final outcome of the performance period you will have individual scores that relate to individual performance. When you look one level higher you see the contributions of various employees in the same organizational unit and how each of them did on their own performance goals. If the goals were created to be an exact match – between goals set for the manager and those set for those reporting to the manager – the aggregate outcome of the team would determine the manager’s score.
Knowing what we know now, were these realistic expectations or do we need to first solve some key issues before we can make more progress in this area?
Do people need more training to make sure they are able to perform in new areas or with new outcomes (such as new markets or types of customers)?
Is this area so specialized that we need to hire some people with the specialized knowledge or experience that this team needs?
Most companies are on a learning path when it comes to their own performance management process and approach. If you are just starting, do expect it to be a journey and make sure you allow space for reviewing, reflecting and learning as you go. It may lead you to make adjustments to your strategy or the way the organization is structured, to name but a few ways that on-going organizational learning can benefit the greater organization.
Ultimately the goal of your performance management approach is to measure how much the efforts of those in the organization are helping you achieve your goals as a company, where are hidden barriers to succeeding with your organizational strategies and where are opportunities to accelerate results if you leverage great ideas and tools developed in any part of the organization. This makes your company sustainable into the future. Viable today and into the future by continuously evolving, learning and innovating without losing focus of the basic outcomes needed to drive profitability on an on-going basis.
Most people find it annoying to read minutes of meetings or a report which names them but misspells their first or last names. This is completely avoidable these days. With the internet and most people having Linkedin accounts, or in the same company you can look people up on the email system. There is no reason why we should be misspelling people’s names these days. When you do not take the time to double-check, it comes across as callous, lazy, or just not committed to producing quality work.
All dates are correct
Not all countries use the same format for dates. This would be the first point to consider – who will read your email/report? Check (online if needed): how do they write dates in that country? If you have a distribution list including people from multiple countries, consider writing the date out more: 3 Mar 2019 (for example)
The second point is more often a bugbear of mine – dates in the same document contradicting one another. For example: on page 2 of the slide deck it states that the project is completed on 2 Dec of that year, on page 5 it states that the project will run well into the new year and completion is projected to be the end of March of the next year. Which one is correct? If they are both correct – explain the term completion used on slides 2 and 5. Always check the latest version of your reference material or project schedule before you finalize your section on dates. It reflects badly on the creator of a document or slide deck where dates are misaligned and confusing. Check first!
Spelling or grammar errors
It is very avoidable these days to produce and send documents or slides to others without spelling errors. Use the built-in spell-check in Microsoft suite or a similar feature in other packages used. Some packages will also pick up grammar errors and flag it for you – if you have that feature turned on! Sometimes a missing word is not picked up by built-in checks. Read your own text back to yourself – aloud. Say each word. And make sure the words are not correctly spelled but actually the wrong word for the context. Examples would include: they’re/their/there or hear/here/hair
Use sane fonts
Some companies have branded templates to use for creating reports or slides. If your company does not have rules around branding which include the font colors, types, and sizes to use in company documents and slides, I would go with common sense. This would include – not using all the colors of the rainbow and multiple types of font in a project progress report and not varying the size of the font in every bullet-point you use. [Of course, if you are in the creative world and these variations are a design part of your project (as would be normal in advertising or other creative endeavors) this message is not for you].
Make it easier
Is there a clear structure to your work? Think about the message you want to communicate. What are the main points, what are the next level of detailed points to support each of the main points? Structuring your reports or emails greatly enhances the readers’ abilities to quickly understand what it is about, what the options are, and what you are proposing.
Use headings for distinct paragraphs and consider a bulleted list to align points that are grouped together under a heading. If the sequence or number of points are relevant, why not use a numbered list instead?
Speed in sending out reports is often not the biggest priority. Sending out something fast while the items listed above are incorrect or incoherent can truly harm your reputation. You would not come across as someone who has self-discipline, pride in the quality of your work, or who is seen as thorough – someone your boss can trust to give more responsibilities to! Pause, check, then hit send!
If you shine a light on any team you will notice some areas where processes, communication or collaboration can be better. In many cases a team can function well enough even with a few improvement opportunities. Want to do a snapshot checkup on your team? The downloadable tool below can help you identify any specific areas to focus on if you feel your team performance can use a nudge in the right direction.
When teams fail it is usually recognized as a combination of the team not reaching desired outcomes, team members feeling a high level of dissatisfaction and frustration with team processes and other team members and team leaders failing to accomplish their own goals for the team and for their own career growth.
The 7 aspects of teams shown below are classic areas where low performance could lead to team failures.
7 troubles with teams
Taking a closer look
The first column to complete is the scoring column. The question would be – how do I know that my team may be experiencing this trouble? The audit list gives you a possible symptom of observable behavior on either side of the scale: desirable (give this a score of 5 if your team shows this behavior) and undesirable (give this a score of 1 if your team shows this behavior). Should your team display behavior that is somewhere between those two opposites select a score between 1 and 5 that you feel is most accurate to describe how far they may be from either end. Perhaps a score of 3 would be appropriate if you see desirable behavior only 50% of the time.
Look at the column called impact. When you look at the behaviors defined as undesired and also the other column containing desired behaviors, how much does it impact the outcomes produced by your team when those behaviors are present or not present? Maybe the impact is “high” if you consider how many hours are wasted when that behavior is present? Maybe it is only “medium” which means some time or effort is wasted, but not too much. And it could also be a “low” impact if that particular behavior does not contribute highly to the inefficiencies you experience as a team experiencing a particular aspect from the audit list.
Evaluate your results by looking at both the scores column and the impact column. The graphic below shows the way to identify which of the aspects to focus on when it comes to prioritizing an area to address:
The download file above has suggestions for each of the 7 areas that can be addressed.
Every team has good times and bad times. Just because your team just did very well, it does not mean it will necessarily continue to go well. And just because your team failed last week, it does not mean there is no way to make it a high-performing team!
Use the tool above to take a closer look at your team and I wish you success in mapping out your next steps; helping your team be even better than it was before!
It is easy to think “I will just create a quick survey for that” and then go off and email a link out to a group of people to collect responses. Looking at the big picture perspective, firstly be clear on your overall survey objectives and how you will use the input you receive.
Once you have defined that, take a few more minutes to think through 5 key aspects of launching a survey before you proceed:
What exactly is the message?
The platform you plan to use
CHECK the text
The intro matters
The thank you
Launching a survey is a message too
(It says: I want to know, I value your opinion, I am listening, Tell me what you think)
Take the time to write down all the messages about the survey that intended participants need to know. What do other stakeholders need to know – think of managers who may need to help you communicate to their groups about the survey. What do you need to make sure they know about it before your launch date?
People need to know what the survey is for and why it is important. What is this survey linked to and how do you hope to use the input to drive decision-making?
When can they expect the survey to be open and how will they access it? Link via email or QR codes around the building/email or will it be an app on their mobile devices?
Will you be emailing out the announcement of the survey or is there a communication plan that is much broader than the survey? Perhaps some messages will be on social media or notice boards? If you need to make a communication plan, this template can help:
Be sure to share this information with intended survey participants when you map out your communication messages:
This survey is coming on (date)
The reason we do this is (….)
What we hope to review/change/update/introduce as a result of this survey is (…)
Why we are asking for your input is (…..)
It will only take (…..) minutes of your time to complete
We will let you know about the results (time) and (how/where)
How will you protect their privacy and if the survey contains sensitive information – who will see it and how long will you maintain the data before destroying it?
Can they participate anonymously?
There are various survey platforms available these days – some are free, and others are not. In general, those with paying options come with additional features such as help to analyse your data, automatic graphic creations for communicating your survey results, text analysis options etc.
Whichever platform you choose to use, test it first. Create a quick survey and send out the link to some trusted colleagues or to yourself to see how it displays. Can you access the survey using the link without any firewalls or other error screens interfering with ease of access? Is it easy to complete the survey online? Is there a phone app for it? How well does the phone app work?
Also look at the reports you can get from the platform. To what degree does the platform offer you some level of analysis as a download? Can you download a spreadsheet which you then need to analyse yourself to create a presentation or a report? Knowing what remains for you to do is an important consideration in choosing the right platform for the survey.
Check the text
Make sure you have read each sentence out aloud. Missing words or repeated words can be overlooked when you just glance through your survey. Reading it out loud – word for word – often highlights areas that may need to be reworded or corrected. Answer these questions about your survey wording:
Do the instructions make sense? If I ask other people how they would interpret the instructions you plan to use, would they know what to do next?
Is each question or statement to be rated constructed in a simple way to avoid confused answers? i.e. do not ask about more than one thing at the same time such as “do you think it was easy to do and did you like the fun tests we handed out at cafeteria last week?” In this case your results could be hard to interpret. If the final scores are low, was it because people thought it was NOT easy or was it because they did NOT like it? Or was it both?
If the platform has a spell check function, use it. If it does not, copy and paste the text into a document where you are able to check spelling before you proceed to launch the survey
The intro matters
Even if you did a great job at communicating about the survey in your communication plan activities and presentation messages, people may not have seen or heard all of your early messages. Tell them the highlights in the introduction section of the survey: (after the survey title and before you start with your questions or statements to rate etc).
What it is FOR?
Why are THEY asked for input?
What will you DO with the information obtained?
Is it anonymous or will you be telling others what they said in the survey?
By WHEN do you expect their response to have been completed after which you will close the survey?
HOW LONG is it likely to take participants to complete the survey?
Say thank you
When people answer your surveys, they are prioritizing your request given other tasks that lie before them. They are making time out of often busy days to provide you with feedback. A simple thank you message can go a long way to ensure people are open to respond to future survey participation requests.
And while you are saying thank you, it may be an idea to provide a link to a website to visit if they want to find out more, volunteer or whatever other actions you would like them to take after completing the survey.
Surveys are so easy to create these days and the need to collect recent data and employee feedback is becoming more mainstream in companies than in previous decades. The annual employee survey is no longer the only way that change managers and management obtain feedback. Surveys can be a powerful feedback tool and yet, they can also create confusion and frustration if they are not communicated and launched with some forethought and planning.
The Center for Creative leadership’s (CCL) research on executive success and failure identified the significance of “derailers”, and how they differ from just mere weaknesses. They studied leaders who made it to at least the General Manager level, but then their careers had involuntarily stalled, or they had been demoted, dismissed, or asked to take early retirement.
A derailer is not just a weakness. We all have many weaknesses that we may never choose to improve, and some weaknesses do not impact our career success in a major way. A derailer is a weakness that requires improvement if employees wish to realize their full potential in their careers and especially as leaders.
Why do leaders fail?
Leaders most often fail due to unaddressed weaknesses, derailers, and if left unaddressed for long enough these become habits that start to shape a leader’s style of interacting with others. The steady number of reported incidents involving significant leadership behavior issues in companies of all sizes and across industries is a strong reminder not to think that it cannot happen in your company.
Most leadership derailers will not cause the fall of an entire organization. But they can certainly lead to a failed career. The question you need to ask yourself is: “What type of derailers would cause a leader in my organization to fail?” Or, as a leader, “Which derailers am I prone to and how can I address them?”
How do successful leaders avoid derailment?
They seek feedback throughout their careers from people at various leadership levels and from various functions both within the organization and external to the organization (as appropriate).
He or she seeks developmental opportunities that can help overcome flaws and ask for developmental advice from other trusted leaders, coaches, or confidants.
They seek extra support and coaching during transitions and especially when a possible “trigger” event occurs, which they do not cope well with.
They remain aware that new jobs require new approaches and behaviors and successful leaders not only recognize this but reach out to ensure they have the right support and advice to successfully navigate through a transition into a new role.
How can the organization help to avoid a leader from derailing?
Organizations can take actions to ensure that leaders are aware of weaknesses which could derail them in the future and the following cautions can help with that:
Consider career paths that include time spent in various different groups, business units, or functions instead of a career path that simply moves in a straight vertical line within the organization.
Encourage and promote feedback to employees that focuses on “how you did it” instead of “what you did” only.
Beware to not consider one failure by a leader as a sign that he or she is completely “off the track” and using it as a critical development need to address instead.
Avoid moving managers to new roles too fast and instead allow them to remain in a role long enough to experience the consequence of business decisions and learn from it. A strong culture of learning and “failing forward” is a great environment for leaders to address high-risk weaknesses at an early stage of their careers.
Identify possible derailers – Self Assessment for leaders
This self assessment can be done between a leader and his or her coach to open up conversations about “what can stop me from reaching my leadership goals and ambitions?”
An honest look at the listed factors can help a leader identify perhaps the one or two behavioral traits that could possibly derail him or her in the future. Working with a coach, a leader can explore different ways to handle some of the situations which they had not handled well in the past.
Both organizations and leaders within the organization need to take responsibility for identifying signs of weaknesses that could derail a leader in future and then commit to addressing the issue before it becomes a derailer. The costs of failure in this area is not only public humiliation for the leader and a public relations challenge for companies, but also has tangible costs when one considers for example costs associated with a high staff turnover, which often accompanies groups where the derailed leader has worked over the years.