Monthly Archive: January 2015

The Structure That Lets You Be Flexible

structure

Last week I had a consultation meeting with a potential new client. They are a digital marketing agency, and are the epitome of funky, professional, fun, and creative. I very much enjoyed my conversation with them, as I always do when learning about a new (to me) industry.

Consultation discussions always start out casually with the usual small talk and commentary on what is going on around us (this group works in a shared creative work space, and the energy is palpable). As often happens with people who are interesting and interested, the conversation morphed naturally into questions and answers about what they do and where they want to grow and how Whiteboard can help.

This client came to us via a referral from a previous client. As such, they already knew a bit about what we do, and yet they still weren’t sure what we could or would do for them. They just knew they needed us. Why? Because they wanted to build the processes they needed before they needed them.

I thought this was genius, and through the course of our conversation a phrase came up that I’ve already reused a half dozen times since then. “We want to have fun,” they said. “Our clients have to see us having fun. So I guess we are afraid that processes will limit our ability to be flexible and have fun.” I responded, “so what you want is the structure that will let you have the fun.”

“YES!” they replied, smiling as if to say, “By George, I think she’s got it!”

This idea of flexible structure is an important one for all businesses of all sizes, and particularly those that are on the tipping point of growing to a new level.

What’s a Process Again?

First let’s revisit the concept of a business process. Essentially, everything that you do with some repeatability is a process. At a high level it may involve things like this:

  • Sales
  • Developing a quote or proposal
  • Establishing scope or business requirements
  • Project management
  • Customer service
  • Invoicing

You may not think you have a process. Perhaps you are a small or medium organization for which things happen organically. Maybe everyone does everything and does it their own way, and it’s working out just fine, thank you very much. But guess what? There is a process. There are many processes, and they are all different and they all accomplish the same thing slightly differently.

This is usually just fine for a while. Because it’s a small team, you can roll back your chair and shout down the hallway to your partner and solve issues easily. Customers know you all by name, and although things go wrong once in a while it’s no big deal because someone is always able to fix it.

But here’s the thing. Before you know it, this will NOT be ok. You will hit a tipping point in your growth, and suddenly things will be confusing and chaotic and you’ll be stepping on each other’s toes. You won’t be able to outsource anything because the roles and responsibilities you have defined (or not defined) are unclear and difficult to chunk out into trainable units. You won’t have clear expectations for outcomes, customers will start getting annoyed, and you will be limited in how fast you can grow because you simply can’t handle everything on your own anymore.

This is when the structure becomes important.

By taking the time before you hit that tipping point, you will set yourself up with just the right amount of structure to ensure you present yourself as clear and capable, while remaining flexible enough to grow, change your minds, and yes, have fun.

How to Define Your Structure

The structure I’m talking about does not involve your org chart, and does not require a huge amount of work. Rather, it involves three things:

  1. Goals and priorities: Take the time to define your Mission & Vision statements, and settle on your goals for the coming period. You may have this locked down in your own mind, and it’s just as important to ensure it’s documented and visible for others so they know what they are trying to impact.
  2. Roles & responsibilities: Document the various roles in your organization. This doesn’t mean write down what everyone does (e.g. Ruth handles the sales process). Rather, it means document the person-agnostic roles that are required to run the business well. (e.g. Business Development, Outside Sales, Project Manager, Customer Service) One person can of course do more than one role, but the roles must be distinct.
  3. Key Corporate Processes: Note the key processes that your organization needs, and that must be done in a certain way in order to achieve a quality outcome? This definition allows you to outsource and train new people to a given standard. It also allows you to modify and be flexible as needs require – a process is just written on paper. It can always be changed!

Once you’ve set out your goals, roles and process expectations, you’re ready to grow. Everyone knows what needs to happen and (perhaps more importantly) HOW it needs to happen. Standards are clear and timelines are defined. You have structure, and you also have the option of changing that structure as required. Why? Because good processes are flexible.

Until next time,

Ruth.

Ready, Set, Goal!

New Year, New Goals!

Date(s):February 4th, 2015 and February 12, 2015 (choose one)

Time: 6:30-8:30pm

Location: 111D Queen Street East, Verity Club, Sand Room

Details:

Is your organization on auto-pilot? Is 2015 the year to actually change the way you are doing things?  Are you ready for your business to be better, faster, and more efficient?  Screen Shot 2014-11-28 at 9.03.58 AM

This workshop with Ruth Henderson and Nicole Dunn from WhiteboardConsulting Group will teach you to “Execute Flawlessly”. Make your New Year’s business resolutions a reality. Set a goal, track metrics, and be accountable. Make 2015 your best year yet!

Price: $30.00 per person

Workshop includes manual and light refreshments.

For registration email: info@whiteboardconsulting.ca/staging 

The Office Version of Vitamin D

VITAMIN_D
As I write this, it is a rare sunny winter day in Toronto, with blue sky and small fluffy snowflakes floating from the few clouds I can see. And because of this, I have altered my working location from my comfortable but dark basement office to my bright dining room table.

Why? Because I need sunshine. As much as I also enjoy the winter months, I crave sunshine! It lifts my mood and my spirits and my outlook and just makes everything better.

It occurred to me this morning that many of you do not have the luxury of working in your sunny dining room, and instead are holed up in your windowless office or cubicle. You may or may not have the opportunity to get outside and hold your face up to that sunshine, and you’ll go home after it’s dark, counting the days until spring.

And we wonder why we feel grumpy, edgy, or anxious this time of year.

There’s a reason for it, actually. Research shows a strong link between exposure to the sun, Vitamin D levels, and the incidence of Seasonal Affective Disorder (or SAD). Just a few minutes a day of unprotected (i.e. no sunscreen) exposure to sunshine are enough to maintain adequate levels of Vitamin D, boost levels of the “happy hormones” seratonin and dopamine, and thus ward off the symptoms of SAD.

Sounds easy enough.

What if you can’t get natural sunlight?

If you live in climates with a lot of winter cloud, decreased daylight hours, and frigid temperatures, it can be a real challenge to get yourself outside and bask in what little sunlight there may be. So what do you do?

Well, aside from taking a Vitamin D supplement, there are other things you can do at work (and at home, for that matter) to trick your brain into increasing its production of those “happy hormones.”

And guess what? The tricks involve process improvement and leadership – YAY! Our favourite topics.

5 Ways to Get Your Office Version of Vitamin D

  1. Create some goals that will really make you happy to achieve, and then attack them in small bites. January is a great time for process improvement projects! When we achieve goals and cross things off a list, we create a little celebration in our brain that releases dopamine. The trick here is to make sure it’s a goal that will make you feel good, like fixing something you’ve always wanted to fix, and then actually celebrating, even if it’s just with a fancy latte or a glass of wine after work.
  2. Break your “To Do” list into little tasks that are easily crossed off so you can achieve #1 above! It’s a lot harder to cross off “Fix The Widget Process” than it is to cross these things off:       (and P.S. – the items below could be broken down even further)
    • Define improvement opportunity
    • Engage team
    • Collect data
    • Draw the current process
    • Brainstorm opportunities
    • Test ideas
    • Implement solution
  3. Think about continuous improvement vs. one-time improvement initiatives. If you know what your next goal is before you finish your current one, you can smooth out the dopamine “hits” into a flow.
  4. Recognize the accomplishments of your team (in the way they want to be recognized). As we teach in our leadership courses, people are very individualistic in the way they prefer to be recognized, and as long as you consider the individual, then each thing that you do – email, bonus, quick word of thanks – will give THEM a dopamine hit.
  5. Remember things that went well. Interestingly, the brain has trouble telling the difference between what you’re achieving now and what you’ve achieved in the past. In either case, it produces seratonin! So if you’re having a crappy day, or if one of your team members is feeling down, talk together about when things went well, and build on that.

So when you’re down because it’s another grey day and it feels like spring will never get here and you wish that those stupid ads for southern vacations would go away because you can’t take one this year and you just want to put your head down on your desk and take a nap…

Try making a list of little tasks and just crossing off a few. You’ll start to feel better in no time!

Until next time,

Ruth

 

Sources:

3 Steps to Keeping your 2015 New Year’s Resolution

Happy 2015! Hope you all had a restful and enjoyable season.  Now comes January.  The month of overflowing gyms, vegan cleanses (hey I’m on one too….I don’t judge), new organizational goals,and new ways of doing things.

Ruth and I have those annoying type-A and process based personalities that are ripe for habits and accountability.  Look at our blog for example, we’ve been consistently blogging every Friday for almost 4 years. Every Friday no matter what. Literally EVERY Friday. Every single one. Wait…wasn’t our last post a really long time ago? Well…..okay the last couple of months has been a little off. Why? We’ve been busy, but no busier than usual and not “crazy busy” (my pet peeve when people say this).  So what happened?

habitWe lost our trigger….

Of course we had reminders to do the blog! Little miss task list Ruth has us on quite the regimen! We have a recurring appointment in iCal that alternates between “Ruth Blog” and “Nicole Blog”. It was error proof! But occasionally we switched blogging dates. Sometimes the calendar had two different versions and I wasn’t sure if it was my blog day, or Ruth’s. One day one of us just forgot to do it, and then it happened again….and again.

We stopped doing the task….

This is just the actual act of writing the blog.  When we were in the “habit” of blogging it meant me knowing it was my blog week, thinking of potential topics, and making a mental note of what might be interesting that week.  Just the sheer act of getting prepared and starting to write it started a habit.  But as soon as I missed a blog or two, the task just kind of disappeared.

We stopped tracking….

When we were in the habit, one of us would usually ask the other : “Oh have you posted the blog yet?” or “Oh, its Friday, did we forget to post the blog?”, or “Can I help you with the blog this week?”. It was our way of keeping each other accountable (in a kind and curious way of course).  What happened instead was we said to one another: “Oh don’t worry about it, we’ll do it next week!, or “Oh you’ve been sick that’s okay.”, “Or, it’s the holidays, who has time to read our little blog”.  We were making it okay to not keep our habit! Excuses. Excuses. Excuses.

aristotle-quote-habitWhat about MY new habits?

So if you’ve made some new year’s resolutions like reducing your email inbox from 10,000 to 100, or meeting with your team members more regularly, or *gasp* implementing a new process -you need to make it a habit.  Use T3!

1. Trigger: Set a calendar reminder, use Siri,  put a post-it note on your monitor. Whatever works. Do it.  Do it in multiple ways.

2. Task: Do the task.  Do it the first time. Do it the second time.  Do it even if you get behind schedule do it anyways. Even if it is late or seems futile. Do it.

3. Tracking: Find someone to keep you accountable. Ask them to follow up with you.  Ask them to be your accountability partner.  Make a chart in your office that everyone can see. Find someone/something to cheer you on when you did it and call you out when you didn’t do it.

Let us know how these help you keep a habit on your new years goals!  Keep us posted on Twitter @whiteboardcons!

Until Next Time,

Nicole