All posts by Ruth Henderson

What’s Your Corporate Climate Like?

We originally wrote the following blog post last winter, and were thrilled it was picked up by The Huffington Post on March 27, 2017.

What’s your Corporate Climate like?

Before you answer that, let’s just make sure we’re on the same page with respect to the use of the term “climate.”

We aren’t talking about the temperature in your office, or whether it’s really dry from the winter cold, or whether there aren’t any blinds on the west-facing windows so it’s unbearable on summer afternoons.

Rather, we are talking about an alternate definition provided by the Merriam Webster dictionary: “the prevailing influence or environmental conditions characterizing a group.”

What Defines a Corporate Climate?

We define the Corporate Climate as the synergistic effect of all the things that influence how, how well, and what work gets done in your organization. This includes things like:

  • People: There may be people who have influence over others at any level of the organization; it could be the CEO, an administrative assistant, a manager, or a new hire. If that person has a presence that influences (positively or negatively) other people, then he or she is shaping your Corporate Climate.
  • Policies & Processes: There may be policies & processes that are outdated and confusing, or relevant and useful. Some may be formally documented, and others may have evolved over time. Either way, they are impacting the quality of the work that is done.
  • Traditions: Do you hear the phrase “We’ve always done it this way” a lot in your organization? It could be a good thing (We’ve always had a company picnic and included all the families”) or a not-so-good thing (“We’ve always done this manually”). These traditions are a huge part of the Corporate Climate because they influence how and how well work is done.
  • Values: Does your organization have a values statement? Is it recent? Do leaders demonstrate those values and are people held accountable to them? Those values (or lack thereof) impact the Corporate Climate because they influence the way employees and customers engage with the organization.

Why You Should Care

Your organization’s Corporate Climate has a direct and measurable impact on the bottom line.

That’s it. That’s all you need to know.

Oh, you’d like to know how it impacts the bottom line? Ok.

The Corporate Climate influences employee engagement, which causes your team members to:

  • Wake up to the day’s most important news.
  • Stay or quit,
  • Do high quality work or the bare minimum,
  • Work as a high performing team or do their own thing,
  • Treat each other respectfully or tolerate incivility, and
  • Speak well of their organization or trash it.

Gallup Research consistently shows that ​employee engagement is an important predictor of corporate performance, even in a tough economy. They say, “engaged workers have bought into what the organization is about and are trying to make a difference.”

The Corporate Climate also influences the consistency, efficiency, and effectiveness of your products and services which:

  1. Causes customers to love you or hate you,
  2. Adds or reduces your sales and expenses, and
  3. Improves or reduces your level of employee engagement.

So, a positive Corporate Climate = a strong bottom line.

It’s Not Easy, But It’s Possible

Creating a positive, vibrant, and successful Corporate Climate is not easy, and yet – it’s possible!

Step One: Assess your Corporate Climate of your team, department, or the whole company. Consider the four categories we discussed:

  • People: How is our employee engagement? Do we have people that are positively or negatively influencing the Climate? Do we promote or coach those people accordingly?
  • Policies & Processes: When was the last time our policies were updated? What do we expect from our people? How do we treat them and each other? Do we have documented business processes? How long ago were they examined? Could we do better? Be more efficient?
  • Traditions: Are our traditions entrenched in the right areas and challenged in others? What high level traditions do we share and talk about? Do we know what traditions exist at the team level? Do those traditions represent what we are trying to do at the Corporate level?
  • Values: Would our employees be able to state what we value as an organization? Would our customers agree that we demonstrate our values? Have we ever defined what we value?

Step Two: Which of the areas above is the most pressing? Engage people in answering that question, and brainstorm some different answers and impacts.

Step Three: Start with one thing. Measure how it is now, take some focused action, and measure it again in six months. If there’s no change, go back to step two!

Your Corporate Climate is important. Take some time to assess yours today.

September – The New, New Year

As I write this post, I’m looking out at a gorgeous blue sky free from oppressive humidity and full of the fresh crisp air that lifts my spirit like nothing else.

It’s September 1st. Fall is coming, Jon Snow. Fall is coming.

Since I was a little girl I have considered September 1st to be the “real” New Year’s Day – in addition to the weather I love the most, it’s the return to routine, which is also something I love. Whether it’s back to school, back to work after vacation season, back to cooking comfort food in the over after BBQ season, or back to a new TV season, it’s our launch into a new year of promise and opportunity.

So what can you do to mark this day?

At Whiteboard we seize any opportunity to make lists, set objectives, and identify and refine goals. So our recommendation is that you take a moment to write a few “New New Year” goals for yourself – this way you will have a productive fall season, and be well in line to enjoy the December holiday rush. Not only that, your January resolutions (if you do that sort of thing), will be a breeze.

But Resolutions and Goals Never Work

Never is a strong word. Granted, they are tough to maintain, even for the most diligent list-makers. And you know what? That’s ok. It’s totally fine to re-visit and re-write your goals from time to time.

By taking some time now, you will at least start your fall season off with intention (which is always a good thing). And if you follow our steps below, we believe you will stick with it longer than you normally might.

STEP ONE. ASK YOURSELF A FEW KEY QUESTIONS.

What is one thing that you did in the last several months that you are proud of? What things or conditions were in place to help you be successful?

What is one thing that you wish you did better? What were the barriers that were in the way, and what can you do to eliminate them as you go forward?

STEP TWO. CONSIDER A VARIETY OF GOALS.

Yes, this is a business blog, but you’re allowed to have goals other than professional goals. In fact, you should. It helps you with balance.

Health & fitness goals should focus on well-being and strength. Personal goals might focus on education, relationships, or achieving balance in your life. Community goals could help you find time to volunteer, get involved in a community group, or maybe become involved in your child’s school.

goals

STEP THREE. CHOOSE A GOAL.

Now pick a goal (or goals) relating to one of the areas you pondered. Before you get all excited and choose all three, go back to the questions you answered in Step One.

It may be (probably is, for most people) tough to choose goals in all three areas, so make sure you prioritize Fitness, Personal, and Community, and decide where you want to start. We recommend starting where you’re most likely to succeed – this helps you build confidence.

Whatever you decide:

  1. Make sure your goal is achievable. Ask a friend if you’ve bitten off more than you can chew, or if you’ve set a realistic challenge for yourself.
  2. Make sure you are very clear about what your goal is. This means it is measurable and has a timeline.
  3. Ask someone to help keep you accountable and check in with you on a regular basis.

And don’t forget that it’s ok to change your mind. December 1st is 3 months away, which is an ideal time to re-examine and re-set your goals.

Here’s to a productive, fun, and humidity-free fall season!

Until next time,

Ruth.

 

Why Context Is Critical to Success

A few weeks ago I spent a wonderful week at my cottage north of Toronto with a really good friend and her awesome kids. We had the best time splashing in the lake, exploring the local town, heading to the beach, eating, sleeping, playing Scattergories, colouring, and just chilling out.

I particularly enjoyed it because it was my first real downtime in a while – even when I’ve been at the cottage other times this summer, I’ve been working on it, readying it for rent through a shared rental service (something I started this year in order to cover rising operating expenses), and not simply enjoying it.

One of the things you have to do when you rent through a third party is to take extra care when preparing the space. This means you don’t just clean and tidy – you fluff pillows, you fold a bright and cheerful dishtowel over the edge of the sink “just so,” you wash the floors, you make smart “hotel corners” on the bedsheets, and you ensure the faucets are sparkling. Why? Because you want that coveted 5 star rating, which will get you more renters.

I have an amazing team who usually looks after this for me, so it was with some dismay that I found myself reverting to my picky nature when tidying and cleaning before my friends and I left to return home.

At one point everything was pretty much done, save cleaning out the fridge and taking out the trash. On my way to the kitchen I walked by the living room and nodded with satisfaction when I saw the blankets properly draped, the pillows smooshed just right, and the magazines fanned out nicely. Then, a few minutes later I walked by again and noticed, to my dismay, the kids flopped out on the sofa and rooting through the coffee table for the colouring book and crayons.

My reaction? Frustration/annoyance/panic (I had to be out by a certain time that morning.)

I did NOT say what first popped into my head. I ended up saying “If you kids mess this up, I’m going to end up cleaning it using YOU as a mop!” This sounded dumb, and elicited giggles, thank goodness. Then I took them on a walk up the driveway to water the flowerpots and look for bears.

And this applies to work how?

Here’s the thing. I believe I was annoyed because “those kids don’t have a clue how much work it is to prepare for the guests! If only they knew!”

If only.

Why didn’t I take the time that day to explain what was going on with all the hustle and bustle and why it was important? I bet they would have not only understood, but offered to help.

The same thing can happen to any leader at work.

We keep things from people because

  • we don’t think they care to know,
  • we don’t think they need to know,
  • we don’t realize they want to know.

I believe most of the time we don’t realize they want to know.

A few years ago I was talking to my team about the upcoming budget requisition season. I launched in to the savings we had to find and how we would work those savings into this year’s process. A couple of people were not paying attention, and I started to get annoyed, but I didn’t say anything.

Later, there were a couple of screw ups. Nothing awful, but to me they seemed obvious and avoidable.

When I met with the team and we talked about what happened and what we could do differently next time, one person spoke up and said, “Ruth, I think it would help if you explained how the whole budget process works. Some of us just don’t know.”

You could have knocked me over with a feather.

Of course they need to know! If they don’t know, how can they understand why the little things are important, which things need to be prioritized, where to get details, and why they should be concerned with the outcome.

Tell the story.

In the absence of information we make things up, and without the right context, we can’t expect everstoryyone to do their best work. It’s up to you to provide the back story and to not just drop people into Chapter 13, expecting them to know how you want the story to turn out.

If you’re seeing spotty results, can you look back at your communications to people and determine whether you started at the beginning of the story?

Some people have been reading the book along with you, and some haven’t. The effective leader knows the difference and covers both situations.

Until next time,

Ruth.

 

Even Coaches Need Coaches

coaching a coach

If you’ve been reading our blogs for a while, or have noticed our recent “Whiteboard Pro-Tip Videos,” you know that we are HUGE fans of effective coaching conversations as a means of increasing employee engagement and building strong teams. (Read our article on “Being a Great Coach in the Office” which was published in the Huffington Post last year.)

Our workshops have helped scores of people improve their coaching skills, and our one-on-one coaching sessions have helped individuals figure out how to become “unstuck” with whatever roadblock is preventing them from getting where they want to go.

But what if you’re already a pretty good, even fantastic, coach? You get it, you’re good at it, you practice it, your team is highly engaged and successful, and in fact you’ve been training others to grow their own coaching skills.

Do you need a coach if you’re already a coach?

Just about any professional needs their own services from time to time, and we know that they can’t (or shouldn’t) treat themselves and expect great results. Think about it:

  • Doctors need to see other doctors for physicals and prescriptions.
  • Personal trainers have personal trainers to spot them when they lift weight, and push them when they get tired.
  • Physiotherapists see other physiotherapists to manipulate and treat musculoskeletal issues.
  • Lawyers hire other lawyers to represent them (except on TV, where they are VERY good at representing themselves).
  • Therapists get advice and counselling from other therapists.
  • Ministers, Priests, Rabbis, and Imams seek spiritual guidance from others.

And so it goes with coaching.

Even expert coaches need someone else to help them self-discover solutions to problems they are facing. Here are three possible scenarios in which it would be critical for a coach to get coaching from someone else:

  1. Edgar has been coaching for 15 years, and is known for his openness, strength, and amazing leadership style. He thought he had seen it all until one of his peers lashed out at him in a leadership meeting, embarrassing him and creating a stressful atmosphere. Edgar knows he has to talk to this person, and is trying to prepare his approach. He’s just not sure how to open the conversation and would like to bounce some ideas off someone.
  2. Natasha has to coach a young member of her team who is fresh out of college, eager, keen, smart, and… obnoxious. She’s pretty sure how she will handle it, and would love to role play the possible outcomes. After all, Natasha is a Baby Boomer, and needs to sound helpful and encouraging, not “old” and “out of date.”
  3. Salome is a senior leader with plenty of coaching experience who feels disengaged and even a little bored at work. She’s not sure what to do and would like some objective guidance.

 

coaching a coach 1

 

No matter how much experience we have, we can always use some coaching to help us out. And remember, coaching isn’t the same has having coffee with a friend (although that’s always helpful too!) Friends are encouraging and supportive listeners, and can often be biased towards a specific solution.

Coaches are also encouraging and supportive, and have NO bias. Therefore, the solution you come up with is 100% yours, and was probably hiding deep down inside your brain somewhere all along.

If you need a coach, check out our coaching services by clicking here, or email us at info@whiteboardconsulting.ca. We’d be glad to help you, and our 15-minute telephone strategy session is FREE! How can you go wrong? (You can’t.)

Until next time,

Ruth.

Whiteboard Workshop: Introduction to Process Mapping

pmProcess Mapping is awesome and fun and helpful and easy and so amazing, right?

No? If you disagree, you’re not alone. We did a quick Twitter poll and asked people what their thoughts are about Process Mapping. Here are some of the replies:

  • Process mapping? More like process napping! (Click to Tweet!)
  • Process mapping is critical, in that if you don’t do it, you can save the rain forest, your time, and your sanity.
  • Who needs sleeping pills when you could participate in a process mapping session?
  • Process mapping is the paleo of the workplace. (Click to Tweet!)
  • AT FIRST GLANCE THEY ARE SO INTIMIDATING AND COMPLICATED (this one was complete with caps)

So yeah. We get it. There are a LOT of people who don’t like process maps.

At least they think they don’t – they just haven’t met us yet.

But I “Need” to Do Process Mapping

Despite how people may feel about process mapping, they still need to use them. Either they have to design them on their own, or read some that have been designed by someone else. Some people know the “why” behind process mapping but still haven’t quite mastered it, and others have no idea what they are doing or why, only that “they have to do this for audit purposes.”

The truth is that process maps are necessary and critical in so many situations:

  • Training new people,
  • Documenting processes for audits,
  • Understanding the flow of information in an organization,
  • Having a picture of how customers are impacted by business processes,
  • Identifying areas to improve,
  • Identifying areas that are excelling (and should be modelled), and
  • Imagining a future state organizational structure.

So if you, or someone you know needs to do any of these things (or is responsible for others who are), then our latest workshop is for you. Read on.

1Whiteboard Workshop: Introduction to Process Mapping

If you have been reading our blogs for a while, then you know we love to make processes better, and we loathe things that are over-complicated. It follows then, that we don’t do process mapping (or training, for that matter), like most organizations do.

Our latest workshop, Introduction to Process Mapping, was first delivered on May 26th, and was a great success. Some testimonials:

  • I have done process mapping in the past, but it has been a long time since I’ve been able to utilize those skills. I was so happy to attend and receive a great refresher. Thank you!
  • There was a wide variety of different folks with different backgrounds, and you did great to keep all levels engaged and interested.
  • This course came at the perfect time! Something I really liked was the actual process mapping we did as individuals – it helped me demonstrate what I learned from the course.
  • I loved your banter – so funny and yet still professional. (This was our favourite, because we think we are very funny.)

We have two more dates set this fall. Both are Thursdays, and both will be in downtown Toronto (location TBD based on the group).

People who attend this course will be able to

  1. Understand the basics of process mapping theory and activities,
  2. Articulate the value of process consistency and when it can be “too much” (too rigorous),
  3. Demonstrate the ability to facilitate and develop a process map, and use appropriate levels, tools, and concepts (incl basics of Visio), and
  4. Analyze process maps to identify improvement opportunities.

You should come. You really should. CLICK HERE TO REGISTER. And if you have any questions, shoot us a note or Tweet us @whiteboardcons #ILOVEPM.

See you soon,

Ruth.

 

 

The Risk of Being Too Comfortable

Last weekend I found myself listening to Stuart MacLean‘s “Vinyl Cafe” on CBC Radio. I was driving north for a few hours, and prefer to listen to a talk show or podcast so my brain stays active and I stay awake – always a good thing when driving solo. If you have never heard a Vinyl Cafe podcast or listened to Mr. MacLean tell a story about the fictional Dave and his wife Morley, then you are missing out on a good piece of Canadiana and the opportunity to enjoy a full belly laugh.

The podcast I listened to was called “Summer,” and was the story of how Dave and Morley rented a cottage in the Laurentian Mountains (north of Montreal). Instead of paying for the rental, they agreed to do some work around the cottage, including removing a wall and tearing up the lawn. Sadly, they stayed in the wrong cottage and disaster ensued. It turns out this cottage owner liked things to remain the same in all ways, and his cottage hadn’t changed in over 50 years. Of course Mr. MacLean tells the story much better than I can – suffice it to say, the moral of the story is that change can result in good things, but you should try to avoid being surprised by it.

During the telling of the story, Mr. MacLean used the phrase “The Cathedral of Constancy” in reference to Jean-Francois’ cottage. He said that although nothing had changed in 50 years, we mustn’t assume that it is in disrepair. Oh no – it is well maintained, neat and clean. “It’s been kept up perfectly,” he says, “but not updated.”

That got me to thinking – isn’t this avoidance of change the way we often get into trouble?

Our computer gives us a notice that we have an update to do, and we don’t do it because it’s a pain. We keep clicking “remind me later” and suddenly a quick update becomes a huge deal when we finally get around to it. Or worse, it crashes.

We refuse to get a new phone until the old one breaks, bypassing several new models and operating systems, and then realize the differences are so enormous from our old phone that we have to learn a completely new way of communicating.

We keep things the same in our organization, relying on efficient processes that work just fine, thank you very much. We don’t modernize or innovate – because we don’t see the need – and then someday we realize that the business world has passed us by, and we have a whole lot of catching up to do. Never mind the principle of staying “ahead of the game,” we aren’t even keeping up with “the game!”

“But Ruth,” I can hear you thinking, “aren’t you always saying that consistency and repeatability are good things? That they ensure efficiency and effectiveness?”

Well, yes. Yes I do say those things, and I believe them. And I also believe that there is a danger in becoming complacent in that efficiency; that the desire to avoid change, stay comfortable, and rely on what we know may cause us to miss out on things that are even better.

It is just as important to maintain vigilance on efficient processes as it is to completely shake up the whole system and innovate. (Click here to tweet that statement.) The trick is to do both at the same time, and to ensure that changes to the processes are properly planned, communicated, and implemented.

Is your organization a “Cathedral of Constancy?” Or are you and your team on the lookout for opportunities to modernize and improve? How do you balance consistency with innovation?

Leave us your thoughts in the comments below – we’d love to hear them!

Until next time,

Ruth.

PS – you can find the podcast called “Summer” in iTunes. It first aired on May 6, 2016, and the story of Dave and Morley begins a few minutes into the recording.

Advice vs. Coaching

puzzle

“Oh, I’d love a coach!” said Bob after chatting with Melissa at a cocktail party. “I’ve been looking for one for a few weeks, actually.”

“Cool,” replied Melissa. “What is it that’s triggered you to look for a coach? Something at home? At work?”

“There’s lots going on at work, and I have no idea what to do next,” Bob sighed. “I need someone to tell me what to do.”

Melissa takes a deep breath. She has no intention of telling anyone to do anything – she’s a coach, not an advisor.

Advice vs. Coaching

There are so many people in our lives who will happily tell us what to do. Friends, parents, siblings, co-workers – the list is endless. Some of these people have the experience and technical skills to give us highly valued and valuable advice, and yet it’s interesting – in the end, we follow our own advice.

There are remarkably fewer skilled people who know that you are your own best resource, and who have the ability to help you get out of your own way and find the pathway that resonates with you the most.

Henry Kimsey-House, co-founder of Coaches Training Institute and respected author, has a great way of describing the difference between coaching and advising. (Listen to his ten minute discussion by clicking here.)

Advisors, he says, stand in front of you and face you. You ask them their opinions and they give them to you, based on their experience and background.

Coaches, however, stand next to you, facing the same direction, and look to the horizon saying, “Where do you want to go?”

horizon

So what do I need then – a coach or an advisor?

  1. Do you need help sorting through highly technical issues that require specific areas of knowledge? –> you need an advisor
    • stocks or bonds
    • surgery or medication
    • corporation or partnership
    • skills required to move into a specific role (i.e. mentorship)
  2. Are you trying to decide between a few different options? –> you need a coach to help you pull out the answer that is already in your head, but is hiding behind the swirl of facts and choices and noise
    • take job 1 or job 2
    • quit a job or try a different approach
    • love it or list it (haha – HGTV reference)
  3. Are you trying to figure out what to do next? –> you need a coach to help you plot your course and consider barriers and enablers along the way
    • grow the business now or later, and what’s the first step
    • prepare for retirement
    • land a job you want
    • make a major shift in your life
    • cross something off your bucket list
  4. Are you frustrated in dealing with difficult people? –> you need a coach to help you understand your own styles before you can understand others

It is SO tempting to just have others tell us what to do. And guess what? Even when they tell us, we still have to make the final decision.

Trust an advisor when you need technical advice and information. Trust a coach when you need to sort through options. You’ll be so much more satisfied with the result.

Until next time,

Ruth.

When to Survey Your Customers

Surveys. Love them or hate them, they have a place in business, helping organizations and retailers find out what their customers think about their services and products, and helping them identify ways in which they could improve.

We are peppered by surveys seemingly every time we take a receipt from a store or restaurant, buy something online, or – the worst – answer the phone. In fact Survey Monkey, a popular online survey company, estimates they collect 3 million survey results per day!

But people are getting ticked off. In fact, a Forbes article says that response rates are down from 20% to “a paltry 2%.” Add low response rates to poorly constructed and executed surveys, the article goes on to say, and you are just annoying your customers and not getting the information you want anyway.

survey

So you should stop doing surveys then, right?

No. Not right. It’s very very important to get your customers’ viewpoint – just not to the point of annoying the heck out of them.

So as a business owner, how do you go about getting that crucial Voice of the Customer? How do you know when to go to the trouble of asking clients who might not even respond?

Two Simple Questions

There are two things to ask yourself if you are wondering whether to send out a customer survey or not:

  1. Am I making a branding decision?
    • In other words, are you deciding the direction of your organization based on your personal vision or goals? If so, that’s probably something that you don’t need to ask your customers. This is YOUR vision, and hopefully it’s based on the right amount of market research and has a strong business plan behind it.
  2. Am I making a decision on behalf of a customer?
    • If you’re trying to decide on an action that will impact customers, and you could take action A or action B (both of which are in line with your brand), then it’s wise to ask your customers vs. assuming what they would like. For instance, if you want to institute a rewards program and can’t decide whether to offer free product or free product or service dollars, the tendency is to choose what you would prefer. It’s better to ask them.

Don’t Get Carried Away

Once you’ve decided to do a survey, make sure you follow these three simple rules so that you can get the right data AND not risk the loyalty of your customers:

  • Don’t offer people free stuff just to do the survey. It will dilute your response and encourage people to click through quickly for the reward at the end.
  • Make your survey SHORT. Statements like “this survey should take 5 minutes” are misleading – you don’t know how long it takes people to read! Keep it under 5 questions, and keep each one very short.
  • Make the questions relevant! Don’t bother asking stuff you’re just curious about – only the things you really need to know.

It’s always a good idea to ask permission too. In these days of spam and junk mail and survey overkill, it’s wise to allow people to opt in to your survey.

Good questions, well asked, will result in priceless information for your business, and will allow your customers to speak for themselves. That’s ALWAYS better than assuming you already know what they want to say.

Until next time,

Ruth.

 

 

Happy Birthday to Us!

bday

On March 28th Whiteboard turns 4 years old. 4 years! This is a big deal – according to Start Up Canada, only 70% of the more than 100,000 new small businesses that open each year actually last to year 2, and only 51% to year five. These are pretty daunting stats, and we are really thrilled to still be here, loving what we do.

What’s our secret?

Besides persistence and patience you mean? Well, the other day Nicole and I were talking about how our business has changed and grown in its short four-year existence. We started out as a company focused purely on process improvement consulting, determined to help businesses become more effective and efficient using our own methodology, The Whiteboard Way©.

We soon discovered that people didn’t just hold up their hands and say, “Oh pick us! We need process improvement!” No, in fact a lot of people don’t even know what the term means or why they should care about it. So we found ourselves trying to explain our business to people, most of whom nodded politely or stared like a deer in the headlights.

We found our work shifting to training and facilitation, knowing that what people REALLY need is a culture shift that will encourage innovation, inspire creativity, and allow people to try, fail, and try again. It is only by developing culture that organizations can attempt a massive (or moderate) change and hope to be successful. As the saying goes:

We started focusing on proving training on things that are most likely to help organizations be successful at implementing change. Things like:

  • Learning how (and when) to have rewarding conversations with people at work. Yes – conversations. It’s not as simple as you might think, and our coaching course helps people-managers build their skills in this area. It’s probably our most popular course.
  • Understanding the difference between leading and managing, and why that’s important in building an effective team.
  • Becoming self-aware and realizing how that can lead to truly effective communication.
  • Knowing how to set goals and understanding why measurements are important (hint: people like to know when they’re winning).
  • Helping teams understand the flow of work through an organization, and how gaps in process can cause frustration and inefficiency.

So now we don’t do process improvement? We teach?

Uh, no.

Don’t misunderstand me. We “do” process improvement. It happens to be one of the most amazing tools there is to help organizations improve business results. It’s just not the only tool.

We now describe ourselves as Change Management consultants who help uncover hidden opportunities to improve business results. And we do that by seeking to understand our clients, our course participants, our partners, and – always – ourselves.

  • Through our coaching program, we seek to understand you – the person – and help you get to the root of whatever barriers are in your way.
  • Through our process improvement work, we seek to understand the organization, and uncover hidden opportunities to improve business results.
  • Through our psychometric assessments (Myers Briggs Type Indicator) we help you seek to understand yourself and the people around you.
  • Through our speaking, training, and facilitation, we seek to understand our participants, and by so doing we ensure our workshops are dynamic, fun, relevant, and valuable.

And for our 5th year?

Not only have we added new services to our repertoire, but this year we are also excited to be exploring a new associate model which will allow us to expand the Whiteboard brand to other cities! This is going to be awesome, so stay tuned for more on that later in the year.

Thank you to all our clients, partners, and supporters who make it continually fun to do what we do. We couldn’t – and wouldn’t – do it without you!

Until next time,

Ruth.

 

The Process of Managing Change

This week I had the pleasure of being interviewed by Lisa Chicules, a brand and strategy expert, for her radio show “Chat With Chicules” on the Voice America Radio Network. Lisa is a real expert and leader in her field, unearthing the brand potential for organizations of all shapes and sizes. One of my favourite quotes of hers is “uncover the right insight and don’t stop until it’s brilliant.” She may not know it, but with thoughts like that, she’s not only a brand expert, but also a process thinker!

Needless to say I was both honoured and excited to be on her show. It was a first for me – talking isn’t a problem, but having a big shiny microphone in front of you is a whole different ballgame. We had a blast, and I really enjoyed our topic: The Process of Managing Change. (You can listen to it by clicking here.)

Because everything is a process, right?

Right. If you’ve been following our blog for a while, you know that we believe a process is a process is a process, whether you are making a martini, filling out your tax forms, or implementing a major new project or change initiative in the office.

And yet, as Lisa pointed out, so many organizations struggle with the process side of change. They focus on the “Big Shiny Goal” and forget about all the little things that go in to making that goal successful. “Why is that?” Lisa wondered.

Well, frankly, it’s because the Big Shiny Goal is more fun. It’s sexier, it’s what gets noticed, and it’s where a lot of Senior Leaders spend their time and energy. Then when they’ve developed this latest and greatest thing, they pass on their idea to someone else, say “Make It So,” and then move on – you guessed it – to the next Big Shiny Goal.

The problem is that “Make It So” doesn’t even begin to convey all the information required by an implementation team to make the Big Shiny Goal a reality. As it turns out, there’s quite a bit of context required in order to support the process (yes, process) of managing the implementation (or change) effectively.

John P. Kotter, business guru and best-selling author, developed a model that shows the 8 Steps of effective Change Management. Thankfully, I’m only going to focus on the first one because in my humble opinion, it’s the most important.

Kotter

The first step in our process is to create a sense of urgency. In other words, provide the context that is SO STRONG, that people will understand the reason for the change and why it has to happen right now. They may not love it, but they’ll get it.

For instance: let’s say you have to move your office to a new location. There are two ways you can announce this to the team:

  • The usual way: “Hey everyone, in three months we will be moving to a new office location on the other side of town. Now before you get excited, let me tell you how amazing this new building is – first of all, it’s all floor to ceiling windows, so it will be really bright and you’ll all have a window seat. Secondly it has a fully equipped kitchen, a Starbucks in the lobby, and gym membership is included. And finally, the elevators are all brand new so you won’t have to wait for ages like you do in this ancient old building. Ha ha ha. Isn’t this great?

What they hear: “Hey everyone, in three months we will be moving to a new office location on the other side of town. That’s right, an extra 30 minutes commute for you, and a completely different location from your wife. You may even have to get a second car. And you know your kid’s daycare that’s right across the street now? You probably won’t be able to pick them up by the 6pm cutoff any more. Oh and one more thing, there is no public transit, and it’s $6/day to park.”

You see, people don’t hear benefits right after a change announcement. They are overwhelmed by the impacts on their personal lives, and they they start to think – what the heck are they doing this for? This is awful!

Now let’s try to re-frame using the “hot problem / cool solution” concept, in which we state a problem that EVERYONE wants to avoid, and then provide the solution. This creates a sense of urgency that people can buy in to.

  • The better way: “Hey everyone, we have a fairly urgent issue to deal with, and I want to share it with you and tell you what we’ve come up with. As you know, budgets are being cut, and we’ve had to come up with $1.2 million in cost savings over the next three years. As you can imagine, there are a few ways to do this and we’ve been trying to figure out the way that will have the least impact on this team. In order to keep this team and its operations whole, we are going to have to move to a different office on the other side of town. I know this is going to have an impact on some of you, and I want to discuss it with each of you personally and see if we can come up with a solution.

Only then is it ok to start talking about benefits.

The second step in our process involves setting metrics so that people know if they are winning. Stephen Covey’s The Four Disciplines of Execution talks about the need to have a scorecard that is displayed in a public place so that everyone knows if they are meeting their goals. It sounds simple, yet so many organizations miss this piece and fail to set their goals in a measurable way at the beginning of the change or strategic implementation.

What are your Key Performance Indicators (KPIs)? Note the word KEY. If you have more than 5-7 KPIs in your organization, then they are not the key metrics. Do you have a big spreadsheet with 20+ measures that are tracked regularly and reported to a large group?

Yes? Well that’s too many.

Many operational areas must track dozens of measures. That’s normal. But don’t call them Key Performance Indicators and share them with the whole organization – it’s not relevant, eyes gloss over, and the important story is lost.

Business analytics is all about telling the story, helping people understand what they are measuring, whether they are winning (on track), and if not, what some possible root causes may be. It is imperative that these metrics are set out at the beginning of any implementation.

Finally, the third process step I discussed with Lisa was effective communication. If you have ever participated in an employee engagement survey, then you know that communication is almost always in the top 3 things to improve. Why is that? Why can we never get it right?

communicate

I believe that too many of us communicate with others in the way that WE like to be communicated to. That is – I like eMails, so I send eMails to everyone and think I’ve done an awesome job communicating.

The problem is, many people don’t read those emails, so I haven’t communicated with them at all.

But that’s their fault, right? Shouldn’t they have just read the emails?

Yes. And by saying so, I’d be right. I’d also be really ineffective.

The great leader considers the people to whom he/she must communicate – all their differences in language style, medium preference, and even cultural concerns – and adjusts their communication accordingly. It might mean an email to some, a phone call to others, and even a quick face-to-face with a few others. It may seem like a waste of time, but it really isn’t.

Easy peasy, right?

Well maybe not. This is an awful lot to think about, even though it’s only three steps. And yet these things are absolutely essential in implementing a successful change. Miss out on any one of these things, and the best project plan in the world will not save you.

Remember:

  1. Set up the right metrics at the outset.
  2. Use Change Management theory to ensure you have set the context.
  3. Communicate to be effective, not just right.

If you’d like to listen to the radio broadcast I did with Lisa on this topic, click here and it will take you right to the recording. You can also download it from iTunes as a podcast if you search “Chat with Chicules” and look for the episode on The Process of Managing Change.

Until next time,

Ruth.