Manage Risks of Early Promotion


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.

Notes

  • 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.

4 Common Disconnects on Multi-Cultural Teams


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.

Cross-cultural impact:

  • 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?

Cross-cultural impact:

  • 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.

Cross-cultural impact:

  • 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.

Cross-cultural impact:

  • 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.

Create your own mission statement


A mission statement can help a company and also an individual to stay on track with what they are planning to do when they have many options to choose from. It tells you which of your qualities and/or values are helping you to achieve your goals (in case you want to further develop any of them). And it tells you how you want to make an impact in actions and also in desired outcomes.

A mission statement is a formal summary of the aims and values of a company, organization, or individual.

(Oxford Languages)

Creating a mission statement is not simple for most people. And in practice you can expect to read and re-read your efforts quite a few times while improving on it often until you finally feel that it is a good reflection of what you are trying to accomplish and achieve and how you plan to do it.

The download resource below takes you through a series of questions which you answer from your own perspective.

Here is an example:

Download template file:

Steps

  1. Answering the questions is easier than crafting the final statement. Do take your time answering the questions and feel free to keep editing it until you feel there is nothing more you can add to it. The more answers you have, the easier it might be for you to highlight the final aspects which you want to include in your own mission statement.
  2. Use your answers to fill in the blanks in the draft mission statement area.
  3. Put your draft mission statement up on the wall maybe where you bush your hair or your teeth so you can read it often. Be sure to keep a pen or pencil handy so you can easily add comments to it as you read it on a regular basis and consider how satisfied you feel about it as a mission statement.
Completing the Mission Statement

Editing would include using better words to describe something or shortening a phrase with just one word that better brings the message across in a more succinct manner.

When you no longer feel further editing is required, your mission statement is complete. For some people they reach the end of editing when they feel in their gut that the statement inspires them and just “feels right”. Others reach the point of just mentally feeling it fully includes all the key aspects that are important to them as individuals. Only you would know when you have reached the point of having completed the exercise.

Keep your mission statement somewhere on your phone or in your diary where you can easily refer to it in times of feeling overwhelmed by options and opportunities. Use your mission statement to help you choose what to focus on when you feel distracted or need to choose which volunteer role you want to take on next.

Have fun with it. It is a great process to help you get clarity on what matters enough to you to strive towards achieving and contributing to this world.

3 Templates to start your employee development program


Upgrading skills in specific employee groups could be achieved by introducing a new development program. Goals for the program could range from cross-training in key functional knowledge areas to accelerating development of specific groups. Development programs often run over several weeks or months and are attached to pre-defined outcomes to address specific identified learning needs.

Structuring your employee development plan, you will need to pay attention to at least 3 important aspects:

  1. Setting up the curriculum
  2. Preparing managers to be supportive
  3. Preparing attendees to succeed

The overall program

Setting up the curriculum over the development period means you decide how the various learning solutions are scheduled and planned to strengthen and support key messages throughout the time period that your program runs. Each aspect strengthens what had already been covered while adding additional knowledge. Including various learning methodologies (blended learning) enhances the learning experience and keeps it interesting.

Snapshot of a learning program for graduates

Note:

  1. Always start by understanding what you are trying to address before you start designing your development program. What is the learning need? What is the business value of employees having this knowledge and experience?
  2. When does the business need employees with these new skills, understanding and experiences? Is it short-term (within the next year), medium-term (between 1 and 2 years) or is it longer term (more than 2 years)? Knowing the timeframe also helps you decide what to develop internally vs outsourcing the entire program or parts of it.
  3. Who needs to learn these new skills/behaviors? Be very clear who is your target population for this development program (How many years of experience do they have right now? What kind of experience do they already have – functional, geographic etc.).

Preparing managers to support learners

Employees are more motivated and do better when their managers are onboard with their participation in the development program. Be sure to engage with managers before participants are told about the program. Managers need to understand the business context of the development program, why someone on his/her team is included in the program (if they were not nominated by the manager) and how to support the employee throughout the program. Some manages may need training or coaching in this regard.

Snapshot of a manager checklist

Employees participating in these kinds of development programs are often still working in their current roles. Supportive managers not only expect good results in their departments or projects, but also hold employees accountable for completing program assignments. This gives employees the best chance of completing the program successfully.

Preparing attendees to succeed

Development program attendees need to understand more than just the program contents and overview of dates. An orientation session for intended program attendees could help with that. The session gives them an opportunity to understand the business context and benefits to their own careers plus they can ask clarifying questions before committing to invest the time and effort needed to successfully complete the program.

Snapshot of Program Attendee checklist

And orientation session with development program attendees should include at least these topics:

  • A welcome message from an executive, usually the sponsoring executive, explaining the business value of the development program and also career benefits for attendees.
  • A message from Talent Development explaining program expectations, the blended learning approach, deadlines, the team assignment and any other relevant details of the program that attendees should know about at the start.
  • If the program existed before and there was a redesign or some changes were applied, explain how the current programs differs from previous versions some attendees may have heard about in the past.
  • Provide the opportunity for some Q&A

Keeping learners motivated when a development program runs over many months can be a challenge. Helping to keep attendees focused on assignments and deadlines can be easier when you build in challenges which generate leader boards (friendly competition) or where individuals can earn points or badges by completing specific tasks. Adding recognition by the manager/group/department can also be helpful. Recognition can include anything from a small token offered to attendees after completing a specific portion of the program to being mentioned in the company newsletter.

Hopefully these three templates (see download links above) are useful as you review your own planned development program. Do download the 3 files above if you need to see the templates in detail.

7 ways to fix your team


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

Step 1

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.

Step 2

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.

Step 3

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 gives you an audit sheet to use in order to capture results for step 1 and 2.

How to fix any of those?

Once you have the priorities from step 3, it is time to take action.

For each of the area that can be addressed, there are some ideas of how to address that area for the team.

The download file above has suggestions for each of the 7 areas that can be addressed.

Remember

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!

Competence – getting to the top level


According to competence development, there are four levels that a learner goes through on their journey to being consciously competent at a skill they wish to be good at. Knowing which level you are at for the new skill or competency that you are trying to learn is important, but it is also true that until someone gains awareness almost nobody knows when they are at level 1.

image001-11733152243.png

Level 4 is the goal that any learner wants to achieve, and it is that state of skillfulness that does not require effort to execute. Think for example of how you tie your shoelaces or drive your car. If you have been doing it for a few years you can probably have many other thoughts in your head and while you are doing it. This is possible because you have reached Level 4 in the skills required to tie your shoelaces or drive your car.

Going from Level 1 to Level 4

Level 1 means you are not skilled at something specific, but you do not know it. Until someone provides you with feedback in this area or until you are somehow confronted with the fact that you have no or limited skills in a specific area. We do not even think about that area as something we need to work on and we are often blissfully unaware of the potential development need in an area. The main way to move out of level 1 is to ask for feedback and to look for ways to understand how your behavior, actions, communications and way of working impact others.

From Level 1 to Level 2 – Get input. When was the last time you asked a friend, a co-worker or a family member “Tell me one thing that I would have to get better at if I would be a better friend/co-worker/member of this family or better at my job?”

Going from Level 2 to Level 3 – Learn and practice using new ways of doing or thinking. This is where the heavy-lifting comes into play. To make this transition of learning a new skill takes focus, dedicating time in your busy schedule to actively acquire a new skill. This requires a lot of discipline and you will not only need to schedule the time for this, but you will need to practice what you are learning on a regular basis and keep track of your own progress. It is important also in this stage to get input from others so that you can gauge the progress you are making towards acquiring and demonstrating skilfulness in new areas.

Going from Level 3 to Level 4 – It just happens. There comes a day when someone mentions that you have been demonstrating your skills in a new area without you being aware of making the effort. At that time, you will have acquired an unconsciously skilled state whereby you no longer need to focus or concentrate very hard in order to demonstrate your skill in a particular area.

What is the value of using this model?

If you are a trainer, it is important to know at which stage your training participants are because it would drive the kinds of information you make available, the kinds of practice sessions you build into your training class and the kinds of tests you provide for them to measure their progress. A pre-test or exercise can often help determine the level of awareness and knowledge that training participants have in the skills area(s) that you will be focusing on during the class. For example, a trainer may use more assessments to increase awareness if the class is at level 1 or the trainer may use more practical exercises and instructional sessions if the person is at level 2 or 3.

As a mentor, it is important to understand not only the goals and development needs that a mentee would like to work on but also what his or her current level of competence is in that particular area. This knowledge helps you to provide helpful guidance to help him or her reach the next level of competence.

As a leader of a department or a function, you will likely have people within your group or team that are at different levels of competence. Situational Leadership will be required from you as you assign tasks, delegate or provide feedback to each person focusing on the level of competence that he or she is at for that particular skill set that is needed.

Having a framework and process for moving from unconscious incompetence to being consciously competent helps mentors and learners. It is easier to select the right developmental tool or resource for development when it is clear which level of being skilled the learner is at. And the starting point is most often the results from 360 reports for leaders or communication and collaboration style feedback tools and exercises.


Note 1:
In February 1969, management trainer Martin M. Broadwell called the model “the four levels of teaching”. Paul R. Curtiss and Phillip W. Warren mentioned this model in their 1973 book The Dynamics of Life Skills Coaching. In the late 1970s, this model was used at Gordon Training International by its employee Noel Burch. He called it the “four stages for learning any new skill”. Later the model was frequently (but incorrectly) attributed to Abraham Maslow, although the model does not appear in his major works.

Choosing between opposites


man on beam final

In many diagnostic tools for leaders and teams there is a scale which indicates how far the leader or the team is on a ladder between two opposite behaviors or style preferences. This could be for example critical evaluation on the one end of the scale and compassionate encouragement on the other side of the scale. (see example below).

These kinds of results are often used to coach and develop leaders and teams towards a desired behavior or culture.  In many cases the distinction between the “right” behavior and the “wrong” behavior is more linked to the situation at hand, associated risks and/or the person you have in front of you than a simplistic view of correct behavior. For example it may be less desirable behavior to be overly critical in an evaluation of someone who is new to the role and the company or team.  In another instance where the risks are high and the people on the team very experienced it may be more appropriate to perform a critical evaluation in the event of a major failure to achieve desired outcomes than to offer supportive encouragement.

blog scale graphic

This leads to the concept of managing or working with both of the ends of a linear scale. Choosing both sides in terms of developing leaders and teams can help them to have a bigger capacity to choose the right response depending on the situation.  The key is to develop awareness in them. Encourage leaders and teams to embrace more than one behavior or style to respond to specific situations or a tasks.

If we go back to the example above. You may be coaching someone or guiding a class of developing leaders through an exercise and this approach may be useful. Ask them to first of all identify the extreme ends of a scale of possibilities. Then identify for both extremes – the possible positive outcomes from that approach and also the possible negative outcomes.

blog polarity awareness

In a class situation you can also assign it as an exercise between two or more people to brainstorm together.

Once the exercise is complete you can lead a discussion with examples from the class or the leader you are coaching. When may it be appropriate to use one or the other behavior for the best outcome?  You can also choose to ask groups that had completed the exercise to prepare a demonstration (role-playing) to show the appropriate way to respond to a situation based on an example they discussed in the group. Or you may choose to provide some case-studies where the leader or class have to identify which may be the best approaches. These practical exercises will further help your participants understand the choices that they have as leaders when facing different situations and how to at least evaluate the best path forward before they go into action.

As a followup action you can ask participants or your coachee to capture examples they come across in the next few weeks/months where they had to make a choice between two opposite approaches and used the exercise above to identify the potential positive and negative outcomes. When using this approach one will will not necessarily avoid mistake or guarantee the most effective approach. The process of pausing and considering options will make the leader or team more effective over time and will improve decision-making.

Some examples you could consider for the exercise above:
  • Working independently vs working in groups/teams
  • People focused vs Task focused
  • Having a structured (fixed) approach vs a creative/open approach
  • Formal vs Informal approach to others
  • Monitoring others closely vs holding them accountable for outcomes created

This approach does not invalidate the tests which offer leaders and teams valuable insights into their own typical approaches and style preferences. This is merely another way to approach the outcomes from those tests to help develop more adaptable leaders and teams, which is highly needed in the current environment where change has become a constant and successfully working across borders, cultures and generations have become essential.

Checklists for Stretch Assignments


Stretch assignments are useful for learning and personal growth and development, because they purposefully contain elements that are challenging in areas where the assignee needs to develop. Designed correctly, a stretch assignment confronts one with the necessity  to get out of your comfort zone in order to succeed.

The starting point for designing such an assignment can be multiple data sources:

  • the person’s own development needs compared to established leadership competencies,
  • key proven areas of mastery that a company requires from their leaders to advance to the next level,
  • a mindset or  mindset shift that is required to move the company and its leaders into a new way of operating; or
  • to build competency in specific important areas that are or will be important to the future of the company.

A stretch is not defined in a general way, but rather it is very specific to a person. While a stretch could mean that one requirement is for the person (plus family, if appropriate) to move to an international location, it inevitably would also include other job-related challenges. Examples include supervising more people, having financial performance targets (for someone who has only had functional roles in the past) or having more complexity such as multiple geographical areas to manage. The key balance to maintain when designing stretch assignments is to ensure that the assignee is put under a certain amount of pressure to learn and grow, but not so much pressure that he or she fails.

Mitigating failure risks

There are a few things you can implement to help monitor how things are going with each assignee and to provide a “safety net” for an assignee to get support from.

  1. Assign subject-matter experts as coaches – depending on the scope of the assignment.
  2. Assign a leadership development coach to help the assignee reflect on experiences, frame up challenges and cognitively choose best solutions and explore new ways of operating to be more successful in the assigned areas of responsibility.
  3. Set up internal-company networking events for the assignees to meet, have opportunities to mingle and share experiences and also include a pre-determined learning event tied to overall leadership development objectives within the company.
  4. Set up a structure of communication moments with the “home” organization supervisor and colleagues – this is especially important if you plan to return the assignee to the same organization at the end of the assignment. Maintaining ties would greatly improve a successful return and reintegration after an assignment. Communication moments like these can also greatly help colleagues NOT on assignment to learn from the experiences and best-in-class solutions their colleague on assignment is mastering.

New and challenging assignments often cause assignees to experience some stress. Supporting assignees to successfully navigate through the new challenges means you should pay attention to a change in behavior or performance which could indicate that he or she is stuck on the learning curve. Signs that things are going wrong are important to notice early-on to maximize chances of turning things around and avoiding an assignment disappointment and/or incurring an assignee retention risk. Pre-departure training should be provided to both assignees and their coaches to understand and recognize signs that things may not be going well and to understand ways to become unstuck in every situation.

Some warning signals:

stretch-assignments-signs-of-failure

Expectations for goal achievement by assignees must be specifically captured in a plan and communicated to an assignee along with available rewards for over-achievement of goals. The specific strategic importance of the assignment should also be highlighted as well as the developmental needs to be addressed during the assignment.

Tips for stretch-assignment coordinators:

  1. Ensure that there is a structure that enables assignees to succeed and always follow-through with the check-in points and feedback activities to ensure all is well.
  2. Ensure that all those involved in assignments are clear on the role of management, role and responsibilities of supporting coaches, the role and responsibilities of assignees and the role and responsibilities of assignment supervisors and “home office” supervisors.
  3. Adequately prepare assignees for their assignments: cultural awareness training (for international assignments), language skills (where needed) and if accompanied by family members – consider a session to discuss the practicalities of moving to a new location with those family members present.
  4. Ensure that the assignees get interim feedback on how their assignments are going -at least 3 times per year, but more often if this can be managed. This provides opportunities to refocus and apply new approaches as needed to ensure the assignment is successful.
  5. Provide assignees and stakeholders in assignments ample notification about the end date of an assignment. This assures minimum surprises and helps everyone to plan actions leading to a well-organized return upon assignment completion.

When assignments are successful in achieving or exceeding on all the objectives, assignees should return from their experiences with increased confidence, leadership skills, and maturity. The personal growth and development they experienced should enhance their ability to make better decisions and build stronger interpersonal relationships with those they lead and follow. Being mindful of how to setup and manage stretch assignments can make all of that a reality.

Exercise: Practice difficult employee conversations (for Leaders)


roleplay final

I am a strong believer in experiential learning – learning by or based on an experience and observation. Key learning points seem to be integrated faster and stronger when the learners are put in a situation where the skills they need to learn or apply are put to the test.

The exercise I am sharing (see download file below) is a group or team exercise focused on the style of a leader and how a leader approaches employee issues given their own background and preferences. The backdrop for the experience could be situational leadership  or Emotional Intelligence for leaders. It is up to the trainer or facilitator to choose the right materials to suit the needs of the team or group.

The exercise requires some volunteers to engage in role-play based on specific scripts – included in the resource. There are “role sheets” to help those standing in as employees understand how that employee behaves and describes his or her style.

The key to this exercise is to showcase the possible dilemmas that leaders can face when confronted with employee behavior that seemingly goes against their own values or goals at work. The discussion after the role-play exercises is where the most value can be realized. Reflecting on what the group saw and experienced during the role-play and then relating that to their day-to-day work-life is where most insights tend to surface. This helps each leader determine how he or she could adopt a new mindset in dealing with difficult discussions with employees going forward.

This exercise works well for groups ranging from 8 to 16 people. Larger groups of 20 people or more can work too, but you may need to add in an additional step – a small group exercise. In that case, divide the group into smaller groups of 4 or 5 people and have them discuss the exercise debrief questions in the small groups before requesting each of the small groups to report back to the larger group for further discussion. You may want to consider an additional facilitator to assist if you are dealing with groups larger than 20 people.

Without emotional intelligence or a compassionate approach to interpersonal relationships even leaders with the best technical minds and education will never be great leaders with motivated followers. Exercises like the resource I share here can help trainers and facilitators bring home the importance of having the right approach and encourage a personal change process in developing leaders.

Getting along better with others


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One area that often causes misunderstandings and frustrations in the workplace is when two employees have different interpersonal styles and ways of communicating and they do not get along. Being different from each other mostly means that they do not understand why the other party is doing and saying things in the manner that they do. Most of us do have the ability to make small changes to how we do or say things in order to improve collaboration and interfacing with others and this resource can help by creating awareness, which is the first step towards improvement.

The downloadable document I am sharing can be used for reviewing relationships with customers, other employees, work-related contacts, and even friends or loved ones. It helps you reflect on the interpersonal style that the other person displays in his or her behaviors. Building on this awareness this resource enables you to be more mindful of the best ways to interact with that specific person to have a better relationship with him or her.

Once you have awareness of how you can improve interpersonal relationships with specific people it may still be difficult to make changes to your own behavior for the betterment of the relationship. Should you get stuck once you have done the first part of the exercise, consider asking others for ideas on how you can best approach improvement in the key aspects you came up with. Depending on the current relationship you have with the person you focused on, you may be able to ask him or her directly. For example: “I noticed that you are very detail-oriented. Can you help me understand how I can better provide you with what you need in order for you to feel comfortable with my contribution on the projects that we are working on together?”

Uses for this resource include:

  • Own reflection and then taking action to improve on some of your interpersonal relationships.
  • Discussions with your coach on how to deal with some difficult individuals that you often work with.
  • Team-building – ask each team member to rate themselves on the items shown and then share with each other as a way to get to know each other better and improve interpersonal relationships on the team. (advocating).
  • Team feedback – Depending on the time you have available and the size of the team you may also ask each team member to map out each other team member using this resource. This means each person gets feedback from the entire team on how each team member sees them. The outcome could magnify self-awareness in the team and drive interpersonal relationship improvements across the entire team.

Misunderstandings can lead to a lot of misalignments between team members and can result in rework, which is a waste every project should avoid. Better interactions with others make the workday more fun and go a long way towards employees feeling more productive and effective at work.