How good are your meetings? – Exercise

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Most teams have challenges when it comes to ensuring optimal collaboration and effectiveness during meetings. It is true that many people are not fond of meetings and the list of pet peeves include that meetings are too long, do not reach any outcomes or agreements, are one-way conversations etc.  The tool I am sharing today can help teams become more aware of their particular downfalls and habits which contribute to having less effective meetings.

The exercise requires the assignment of an observer to help make behaviors, team dynamics, habits and meeting inefficiencies visible to the team by simply observing them during a meeting.

The assigned observer can be a team member (rotate the assignment to other team members for multiple team meeting observations) or it can be a trusted outsider (typically from Human Resources or Training & Development). The resource includes a template for the assigned observer to use when capturing impressions of the team during a meeting. The process of capturing observations, presenting observations and dealing with observations as a team is also described in the shared resource.

team-process-review-exerciseDownload

Reflections:

  • It does not really matter which specific questions are considered for observations or how exactly the team receives the feedback, the important part is to give the team a way to see themselves through the eyes of someone who is not participating in the meeting and thereby learning about themselves. The feedback information can be used for team improvements and also for individual learning. Individuals can learn how their own behaviors are contributing to team successes or inefficiencies and have the opportunity to consciously choose helpful behaviors going forward.
  • Typical team improvement actions that comes from using this kind or review are: having a concise set of team meeting rules which is either permanently displayed in the team meeting room or displayed on a screen at the start of each meeting to remind them of the behaviors they have decided to emphasize or eliminate in team meetings; implementing specific roles such as for example a time-keeper for each meeting to ensure that meetings, discussions and agenda topics are not dragged out too long and that an additional meeting be set instead to complete some topics which were too complicated to solve during a regular team meeting.
  • If you have used team measurement tools on a team you may also have a session where the team becomes aware of the likely blind-spots it may have due to the presence of specific personalities and styles in that team (based on the specific team effectiveness tool you have used with the team). The sum of the individuals present in meetings can lead to the greater team having specific blind-spots, which can be mitigated once the team becomes aware of them and are able to take actions (i.e. assign someone to take on a specific role which may be “missing ” in the team due to its specific contingent of members).

Planning Developmental Assignments – Process and Preparing Assignee

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global travel5

A decade ago it seemed to be more common for employees to be on developmental assignments for longer periods of time. These days the duration of assignments seems to have become shorter. The required steps are not much different though.

It is vital for the organization to have a clear process around the mobilization, preparation, sustaining, return, development of assignees and there are multiple organizations (internally and possibly externally if outsourced) which need to contribute to the process in order to make the assignment a successful one for the company and the employee

Some of the biggest unintended outcomes of assignments are:

  • The employee (and/or family) did not fully understand what they were getting into and found it too overwhelming at the assignment location – wished to return earlier or resigned.
  • Employee did not understand how the assignment was adding to his or her skill sets or competencies and he or she ended up frustrated and demotivated.
  • Employee on assignment no longer felt connected to the home office and were anxious about what happens after the assignment – wished to return earlier or resigned.
  • Employees (and families) experienced a high level of anxiety associated with the assignments due to inadequate preparation and support before, during and after return to home location.

The process flow shared here shows a simplified version of how a developmental assignment should be planned and executed before mobilization, during and after an assignment has ended. It takes into account the logistics part, which may be an internal organization (Center of Excellence) or an outsourced party, the role of the manager, the role of the employee and how the Business Partner can contribute to ensure the entire process yields the desired outcomes. There are also some suggestions for surveys to capture any feedback to identify useful improvements to the process.

developmental-assignment-process-mapDownload

Some additional tips:

  • Make sure that managers are clear on the process, the various steps and the specific roles and responsibilities. Most employees will ask their managers for advice and information first. The role of the manager is very important to ensure future retention of the employee by staying in touch and ensuring the employee continues to feel valued by the organization during and after the assignment.
  • Create or outsource a solid assignment preparation program for employees (and families as applicable). This includes cultural awareness training, language training (if applicable) and developing the right mindset and approach to living in a new country for a period of time.
  • Apply attention and diligence when outsourcing logistics and defining the SLAs associated with mobilization. Lost goods, delays in finding accommodation, faulty or missing paperwork can cause a lot of unnecessary distraction and anxiety on the part of an employee on assignment. Conduct regular audits and have discussions with an outsourcing partner/COE using the surveys as a basis to provide input aimed at improving the experience of assignees.
  • Ensure either the Business Partner or the Manager has discussions with the employees to be sent on the assignment to ensure they understand how to leverage the opportunity to improve on their own skill sets/competencies and how they should contribute to the learning of those at the assignment location and again to the learning of those at the home office upon their return.

Preparation and Training

Training and support in these areas (see below) will help each assignee and his/her family – should they accompany the assignee – the best opportunity to understand the assignment requirements and the local culture better. And having an improved awareness will enable the assignee (and family) to have a solid plan of how they would set-up their start-up activities at the new location for a successful assignment experience and conclusion.

Being sent on an assignment is both an opportunity and a responsibility for the assignee. It can bring out the best and worst in a person as he/she (and the family) face huge life changes compared to life at the home office. The experience can lead to increased maturity, improved leadership skills and understanding and increased knowledge and skills if managed properly. As the manager, business partner or any other stakeholder in the process, it is important you ensure there is a clear process mapped out which details the various steps by process contributor and that each stakeholder is acutely aware of the bigger picture while performing own parts.

Building Squares – Team Activity

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building squares

The basic learning points of this activity would include the importance of communication in teams, helping others develop by letting them make their own mistakes (and learning from them), and recognizing the importance of the contribution by each team member (vs taking over an activity/project and not allowing all team members to participate in important team activities).

This is a team activity which you can either use as an ice-breaker or an energizer between two other agenda items. It does not take much time to execute, but it does require some upfront preparation. The upside is, once you have made these squares and the puzzle pieces you can always re-use them in future with other groups and teams. (Remember to store the pieces in separate envelopes to keep the different puzzles from getting mixed up).

The instruction sheet (which you can download below) details how to make these squares, how to set up the activity and offers some debriefing questions to use afterwards. The activity does not take long to complete and does not typically create a lot of anger/frustration or resentment between people or teams leading to the need for longer debriefing and discussion sessions.

instructionsforbuildingsquaresDownload

Variation options:

  • If you have more time and would like to get more points across to the teams you could consider moving the puzzles to other tables for additional rounds. Each team then has a new puzzle to complete. This way the challenge is different to the teams for further activity rounds and the additional instruction or activity handicap you introduce could take them deeper into the experience of working together as a team. For example: you could lift the rule around “no talking” to see if the teams find the challenge easier or harder?
  • You could also give them the same puzzle they had in the first round and let them practice to see how fast they can complete it (with or without talking as per your instruction). Then when each table/team feels that they have optimized their ability to complete the puzzle you can take one person from each table and have them join a new table. Each team would then have one new team member and no time to practice with the new team member. Then ask the tables to compete seeing who can complete the puzzle the fastest.

Meeting Energizers – Examples

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energy

Business meetings or group events can be exhausting especially if they span several days and contain mostly sessions where presentations are made and do not have any or many interactive sessions. It can be challenging to keep meeting participants engaged and energized during such meetings and it is not uncommon to spot people struggling to keep their eyes open during long afternoon sessions. The first session after lunch can be especially tough and don’t forget the impact of jet-lag on participants from other time-zones.

one example: Making rain (see below)

energizing-exercises-for-business-meetingsDownload

The list which you can download above shows some activities that can be done with meeting participants to help them feel re-energized during a meeting. These short exercises are best done between agenda items and can take anything from 2 to 7 minutes to complete so they are not a major disruption to your planned agenda.

You would typically need an open space where participants can gather for these exercises. This space could be in the front between the projection screen and the first tables/chairs or it could be in the back of the room behind the last tables and chairs.  It is a good idea to mention that you need this space when you arrange the set-up of the room.

As the leader of the meeting or the facilitator you should always have a few of these quick energizer exercises on a sheet of paper or in the back of your mind to use on the spot. When you notice that the energy and responsiveness of the group is dropping you should be able to quickly conduct an energizing exercise to revive the energy and the alertness of the group attending your event or business meeting.

Risk Management TEMPLATE

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Considering risks is a high priority for any project execution planning activity. It is important to also frequently re-assess during the project life-time. The project team should check the status of the risk plan against reality at various moments in time to ensure all risks are captured and accurately reflected along with mitigation or risk avoidance plans as required.

A risk plan is simply a plan that helps you identify where obstacles to successful outcomes could appear and what you could do about it. In some cases a potential risk can be avoided by taking some preventative actions in time. Some risks or obstacles could be things that can happen at any moment and some would only occur under specific circumstances. The project team should consider the key elements of the  project plan – where would the project plan have the highest risk of failing if key milestones or achievements are not met? That is the starting point of the template that I am sharing with you.

The risk mitigation template  shows you how to identify risks, identify the risk level of a possible obstacle to project success, determine what can be done to avoid or mitigate an issue/obstacle to success  and of course select who exactly should take the actions in the event that the risk is realized or upfront as a preventative measure.

risk-id-and-mgt-worksheetDownload

Just download the attachment and complete the sections in yellow for each of the key elements of your project plan. Then answer the questions as outlined at the top of each column for each of the key parts of your plan.

When you review the plan look at the elements that were rated as “high risk” that it could occur and also a “high impact” if that risk did materialize. Focus your attention more on those items, but it is also true that sometimes a “low risk” obstacle could have a high impact on the project so be sure to review every element of the risk plan when you do your regular risk plan checks.

Every plan has risks and great returns on investments are often associated with a higher level of risks. The objective is not to avoid risks completely since the ability to manage risks well and willingness to accept and manage risks can be a competitive advantage in the marketplace. This template can help you increase your awareness of risks and learn how to manage them throughout your project. Becoming better at risk management will make you a valuable project member and business partner.

Icebreaker – Advertising boards

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posters

This icebreaker works well with new teams or when you have had quite a few new members who recently joined a team.  The time, materials and space requirements are very economical so this is easy to combine with team meetings. Running this exercise can help you lead a new team into the right discussions to break down barriers to trust among (new) team members.

This ice breaker is a simple exercise which requires very limited instructions to get started and completed.

ice-breaker-exercise-advertising-boardDownload

The most valuable part of this exercise is most likely the debriefing questions you (as the facilitator) choose to use: (some options)

  • Did anyone see something on an advertising board that was surprising about team members?
  • What are the strengths you think this team has?
  • Where do you think this team could get into trouble (given these team members and what you now know about them?)

This exercise is fun to do and the creativity of your teams may surprise you!

I would recommend that you use this exercise as part of a series of exercises to help new teams succeed in the long run. The Team Effectiveness Snapshot can be a great follow-up tool to introduce to the new team to help them on their journey of trust building and achieving a high level of performance.

Brand-new teams typically work well since most of the team members are “playing nice” at first, but as the team moves through the various stages of team formation  things can change. A lot of teams never make it out of the Storming phase so early introduction of team orientation, induction and assessment tools to help teams understand naturally occurring team dysfunctions can help them deal with these situations successfully. The advertising board icebreaker is a great way for teams in forming mode to break through the “niceness” and go a little deeper into the “who are you really” and “what do you bring to this team” discussion.

Conflict Resolution between Teams – an Activity

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Teams or groups mostly get upset with each other due to ill-defined or badly executed processes or unclear interface issues between them. There are of course other reasons too, but whatever the cause inter-team upsets can cause an overall failure to achieve planned outcomes and a project/location not achieving targets.

Intergroup conflict and effectiveness

This process that can be used to help two (or more) teams/groups work through their issues with each other and how they are impacting each other.

clearing-the-air-between-two-teamsDownload

The process and activity is described in the document which you can download above. Estimated timing for each step of the process is also included. The timing is based on only two groups/teams working through the process. If you add teams/groups, do add additional presentation and discussion time to the combined portions of the process.

Each group or team have an assignment to work on independently and when the groups all gather together the results are presented and discussed in the larger group. The objective is to improve everyone’s understanding of exactly where things go wrong, what works and what does not work and how we will move forward with a new agreement of how we will work together.

The process requires at least one facilitator provided the combined groups comprise of no more than 18 people. If you combine more than two groups I would also consider having an additional facilitator to assist in the breakout sessions. The opening and closing sessions should be attended by one senior manager or executive that interfaces with all of the attending groups – to make opening comments to set the scene and establish the importance of the meeting and also to close off the event with encouraging and appreciative comments.

Note this:

  • The process is flexible and it would be up to you, as the facilitator, to make judgment calls along the way. Looking at how you are doing on timing and how well the process is going you may choose to avoid the second breakout session and instead have that discussion in the combined-group setting.
  • This process may not work well if the inter-group/team dysfunctions have been going on for quite some time and the frustration levels are high. In such cases I would recommend that you prepare for the session by first doing a pre-session interview with all or most of the intended participants. That way you can prepare for an intervention having a clear understanding of the issues at hand and the mindsets of those that will be attending. This may cause you to choose for a more comprehensive intervention.
  • If more than one facilitator is involved, do make sure every facilitator is completely aware of how the process will work. This is especially important when you choose to make some changes along the way – i.e. skipping the 2nd breakout session in favor of a large group discussion on the same topic.  It can be quite frustrating for groups/teams when they receive mismatched instructions from different facilitators for the activity they are to complete.

Life Balance Blueprint – a Template

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Understanding Your Starting Point: A Blueprint for Balanced Living

Before embarking on a journey of self-improvement, it’s essential to assess your current position. This template will guide you through a self-evaluation, helping you identify strengths, weaknesses, and life areas that require greater attention. By understanding your starting point, you can set realistic goals and create a personalized plan for achieving a more balanced and fulfilling life.

A Holistic Approach to Self-Assessment

Many coaches utilize tools like this template to help clients gain a broader perspective on their lives. By examining various aspects of life, such as career, relationships, health, and finances, coaching clients can identify areas of strength and areas that need improvement. This holistic approach provides a clearer picture of overall well-being and facilitates more effective goal-setting.

Consider using this template as a yearly check-in to track progress and ensure a balanced lifestyle.

Addressing Burnout Through Self-Assessment

If you’re experiencing signs of burnout, this tool can be a valuable aid. By examining your life from a holistic perspective, you can identify areas where your actions and schedule choices may not align with your values. This self-awareness can help you make necessary lifestyle adjustments to restore balance and turn things around.

Imagine your life looked like a pizza

The starting point is to imagine your life has segments or aspects that matter to you. Imagine there is a segment called Financial Health which is important to you because you like to have nice new clothes and a nice car. So you would have to make sure you pay attention to being able to earn money so that you are able to buy those things that matter to you. Another segment may be friends – and it would be important to spend time with your friends or you may find they are less engaged with you. This is how one starts to identify what each of those “pizza slices” of your life may be.

Visualizing Your Life Balance

After completing the self-assessment below, color-code each segment to visualize your life balance. A high score in one area might contrast sharply with a low score in another. This visual representation provides a clear picture of where your focus lies and where you might need to make adjustments.

life-as-a-pizza-evaluationDownload

This template can be the basis for evaluating your “life set-up” and then you can work with your coach to discuss how balanced this is for you given your priorities in life. If you want to increase the outcomes in a specific area, simply start setting some goals in that area and then plan to follow through with actions to help achieve them.

Partnering with a Coach for Personalized Guidance

While self-assessment is valuable, working with a coach can provide deeper insights and personalized guidance. A coach can help you interpret your results, set meaningful goals, and create a tailored action plan. Additionally, having a coach to hold you accountable can increase your motivation and ensure you stay on track.

Achieving a Balanced Life: The Power of Prioritization

By regularly assessing your life balance and identifying areas that require attention, you can take proactive steps to enhance your overall well-being. Remember, life balance is not about perfection; it’s about consciously prioritizing the areas that matter most to you. By aligning your actions with your values, you can create a more fulfilling and harmonious life.

Inbox Exercise for leadership development

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Inbox exercises are often used when there is an evaluation of leadership/management style and skills or training in time management, judgment or decision-making. I believe the value of this resource lies in revealing the thought processes of an exercise participant. It reveals HOW the person going through the exercise reasons and reacts to typical tasks that they could face as a manager or supervisor.

While you can keep track of how many pages the person completed within the time provided or how many of the actions the person chose aligned with what is considered “correct” in your company (and desired company culture) the highest value (for me) is the coaching conversations that can be had around the reasons that the actions were chosen. These conversations can really help leaders understand their impact on others and improve their self-awareness as a result.

The exercise setup

The attached inbox exercise requires you to print out items and provide them to intended participants in the exercise. The first page describes the situation which you should share with the participant(s) as part of the exercise. The next two pages are then for your eyes only and they will help you to understand the set-up and what you, as the facilitator, should do with that particular exercise page. The section that follows behind the “Worksheet” page is provided to participants once the Q and A portion of the instructions discussion is over.

Once the participant understands the scenario the worksheets are handed out to him/her to complete. This is the inbox exercise and it is usually a timed exercise. Exercises include aspects like this:

inbox-exerciseDownload

Considerations:

  • If you choose to include priory setting as one of the test elements, consider using something like the Eisenhower/Covey matrix:
eisenhower covey priority box

You can read more about it here : Priority matrix write-up  If you decide to   include priority-setting as an element, this  approach will give you a  better   foundation for debriefing discussions.

  • You can use this exercise with a class of participants and then I would suggest you have each participant check the work of his/her neighbor once the exercise has been timed-out. Read out the action considered best for each of the incidents and assign a score for correct answers. Of course you can use your own judgment when some participants have similar answers/responses, but just worded it differently.
  • I prefer to use this with a small group of people who are in a coaching program. The results of their work can then be debriefed more fully with their coaches who can explore their responses deeper by asking questions around : how did they interpret the note/incident? Why did they choose that action? Did they consider other options? If so, which ones? How/why did they decide to select that particular action? How did the limited time impact their thinking and responses?

Leaders learn through reflection and an experience such as this inbox exercise is full of opportunities to reflect on own actions, choices and mindsets. The hardest part about improving one’s mindset or way of doing things, is gaining awareness of one’s own style or impact on others. The specific examples that come out of this inbox exercise is a very tangible basis for reflection with a coach and then choosing better ways in the future.

Ice Breaker Questions

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meeting (2)

Starting a meeting or dealing with the after-lunch session involving a group of people often requires that you use some sort of ice breaking exercise or activity to help participants get to know each other better, have some fun and in many cases move around the room a bit. Most facilitators have their own set of ice breaking activities and exercises in their mind in case they need it. If you are new at it, you may need some inspiration and this post may be for you!

questions-for-ice-breakersDownload

How would you go about it?

There is a list of questions you can download below. Use them and then you have a few ways to use them for ice breaking activities:

  1. Use it to start the meeting and incorporate the introductions and capture expectations at the same time. Ask each participant to share his/her name, location, role, expectations for the session/day and then answer one of the questions on the list. (There is a reason to ask them to share their answer to one of the questions AFTER they stated their expectations – so you have time to write down their expectations on a flip-chart before the next participant starts sharing)
  2. Use it at the start of the meeting. Ask participants to get up and move around the room while introducing themselves to others they encounter along the way. Sharing their answer to the question you gave the group and asking the other person to share his/her answer to the same question. Let them mingle in this way for about 5 to 10 minutes (depending on the size of your group). Ask them to return to their seats and ask a volunteer (or a few) to share the most surprising response they heard.
  3. If the group is small (12 people or less). Ask each person to provide an answer to the question you selected on a post-in note. Collect all of them. Read out the answer and have participants try to guess who responded in this way. (Rules for this exercise includes that the writer of the answer cannot participate in guessing who wrote it).
  4. If you have more time, you can do this: Give the group a question and ask them to first consider how they would answer it and write their own answers down on a post-it note. Then you ask them to walk around in the room and when they encounter another meeting participant, to guess what the other would have answered then have the other reveal how they really did answer the question. The other then guesses the first person’s response and again the first person would reveal how he or she really did answer that question. Encourage them to briefly discuss why they guessed the answer in the way that they did. It can get to deeper discussions about assumptions we make about people – whether we already know them or not. You can time the interactions and give them a signal when to move on to a new conversation participant to engage with around guessing each other’s answers. When everyone has completed the conversations you can debrief the group with questions like: How often were you right in what you guessed the other person would say? Did you learn anything surprising from those you talked to ? (aspects of his/her personality that you had no idea about?) How accurate do you think guessing is when it comes to how other people think?

Ice breakers can be really effective in breaking down barriers to making contact with people you have never met before at a meeting or training event. Yes, extroverts mostly don’t have any difficulties approaching and talking to strangers, but introverts often do. These kinds of exercises help everyone to get to know each other without feeling too inhibited during the initial contact moments.