Tag Archive: Change Management

Why Process Analysis Is NOT A Luxury

February 20, 2020Blog, , , , , ,

Election years are fascinating to me.

I live in Canada, and although our next federal election isn’t until 2023, I feel like the current election year in the United States is as important to me as if it were right here at home.

Why?

Well of course we share the longest border in the world with the United States, and we know that pretty much everything that happens there impacts us economically, socially, and even politically.

But there’s something else that’s been bugging me this year, as I watch the debates and wait for the results of the caucuses and primaries.

The failures of the caucus processes are being blamed on the technology, which is causing people to call for a regression into manual paper voting.

It’s a classic cause and effect error.

The technology failed, yes.

But the cause of that failure was human error, and the cause of the human error was poor process planning.

Or perhaps no process planning at all.

We hear it all the time —“process planning is a luxury. We don’t have time or budget for that. Just make the change and we’ll fix things later.”

Here’s the truth:

Any change that is implemented without first understanding the supporting processes is doomed to fail.

The hysteria surrounding the recent caucus in Iowa and the upcoming caucus in Nevada is a perfect example of how process thinking should never be considered an option or a luxury.

(And why your business or organization needs to pay attention and learn from Iowa’s mistake.)

A Perfect Example: The Iowa Caucus

On February 3rd Iowans took the first step in selecting a candidate to represent the Democratic Party in the upcoming elections in the United States.

[In case you’re interested, each of the states and territories vote to allocate their delegates between the various potential candidates. At the final convention, the person with the required number of delegates goes on to be the candidate on the ballot in November. It’s a complicated series of primaries and caucuses and is rooted in tradition that should be overhauled — but that’s another story. If you want to read how it works, you can look HERE.]

Traditionally the first state to participate, experts and campaigns look to the Iowa results as an important bellwether on how the race is going, what the issues are, and who is out front.

And, since the Democratic Party is desperate to elect the person most likely to beat Donald Trump, they are also determined to ensure each vote is safe, untainted, and accurate so that no one can claim otherwise and cast doubt on the results.

Enter technology.

Who doesn’t love a good mobile app?

They’re easy, fast, sexy, and — obviously — modern. You know, like we should be in the 21st century.

In fact, in 2016 both the Democratic and Republican parties used mobile apps to report voting results with great success.

So a few months ago (literally, a few months) the people in charge of the caucus process in Iowa bought a new app from a new company and launched it for the February 3rd vote.

It failed spectacularly, with the final votes still unknown weeks later, and created chaos and panic that is impacting the next caucus (which is also using an app) in Nevada on February 22nd.

What Went Wrong?

There seem to be as many opinions on that question as there are people willing to write about it, but it seems to come down to 6 things:

  • The app failed due to coding issues.
  • The app required a third party system (i.e. NOT the usual app stores) to download it to the user’s phone, adding complexity.
  • Training was ineffective or nonexistent.
  • The process for recording votes was also new.
  • Some users randomly decided not to use new processes and technology, and “did things the old way” using paper and phones.
  • Phone lines couldn’t handle traffic.

The Impact

Although the actual voting results and associated delegate allocation from the Iowa caucus are unlikely to change from what was “guesstimated,” there will be a review of all the numbers, eventually.

Perhaps the biggest impact is that media is focusing on how bad technology is, stirring up fear and a demand on behalf of voters (and pundits) to return to paper-based voting.

Check out this quote from Wired.com:

The Iowa results will come in eventually, thanks to a paper trail. But it underscores just how much can go wrong when you lean on unnecessary, untested tech. ~ Wired.com

If the writer simply added “without the necessary focus on process analysis” to the end of the sentence, I would agree.

But they didn’t, and I don’t.

In fact, paper balloting has been plagued by documented examples of fraud for years in the form of misleading or confusing ballot papers, ballot stuffing, mis-recorded ballots, and destruction or invalidation of ballots.

Something clearly needs to be done to modernize paper balloting. Suggesting that the solution to the Iowa debacle is to go back to paper ballots is like suggesting we focus only on gasoline-powered vehicles because electric vehicles aren’t yet perfect.

The Real Issue

The problem wasn’t coding, or training, or a new process for collecting data, or a lack of phone lines.

No.

What really went wrong in Iowa was a shameful lack of planning, risk analysis, and, perhaps most importantly, process analysis.

If there had been proper process analysis, errors and failures would have been caught and mitigated before the new processes were launched.

States yet to participate are putting extra attention on their voting processes and technologies, and there are already indications that Nevada is in trouble.

Campaigns said they still have not gotten the party to offer even a basic explanation of how key parts of the process will work. Volunteers are reporting problems with the technology that’s been deployed at the last minute to make the vote count smoother. And experts are raising serious questions about a tool the party has been feverishly assembling to replace the one scrapped after the meltdown in Iowa.

“It feels like the [state party is] making it up as they go along,” said one Democratic presidential aide, who spoke on the condition of anonymity to discuss the process. “That’s not how we need to be running an election.”

~Washington Post

How is it possible that in 2020 there are major organizations and events which have not invested properly in process analysis?

How is it that no one sat down to map out how the new app would support the new process, who would be required to use it, what the possible failures would be and how those could be mitigated, and how training and testing would highlight any other considerations?

Process analysis is just not a luxury anymore. It’s not something that organizations should do “if they have time.” It is a requirement for successful change implementation.

Every. Single. Time.

The following quote about the Iowa mess is from The Intelligencer, and captures the issue beautifully:

What should scare Americans about the events of Monday night isn’t simply that we’re leaving important elements of the political process in the hands of untested and insecure technologies, but also that those technologies are being inserted into the heart of a system with so little resiliency that even minor, surmountable problems can send the entire media-political complex into meltdown mode — technical failures being amplified by institutional failures being amplified by communications failures, cascading over one another in a breathtaking display of panicked incompetence. ~The Intelligencer

No resiliency.

Institutional and communications failures.

This is what process analysis is designed to prevent.

OK, But What About Regular Businesses?

I get it.

You’re not in Iowa or Nevada or even the United States.

You work in a regular corporate environment, and you’re not quite sure how this Iowa caucus failure applies to you and your organization.

Here’s an example:

Let’s say you decide that your team could be more efficiently organized, so you work with a consultant and come up with a brand new organizational structure, with new reporting relationships, roles, and responsibilities.

No one got fired or laid off, so you work with HR to make sure all the job descriptions are updated, draw up the new org charts, prepare your corporate communication, and announce the change.

What could possibly go wrong?

Lots of things.

When you change reporting relationships and move people around, there are natural questions with respect to how business should flow now.

Maybe you reorganized the Finance Department and moved the Compliance team under Legal.

Before the change George, in Compliance, sat right next to Ana who works in Accounts Receivable. They had an easy casual process for handing off documentation and it seemed to work well.

Now that George sits on a different floor Ana has assumed that George has everything he needs, even now that Ana and her manager have made some changes.

George has no idea about the changes, and has been submitting incomplete reports.

Why?

Because no one looked at the old process and how things should work in the new reorganized scenario.

One of the most common changes occurring right now in companies and teams is reorganization, and the number of those projects that do not include process analysis would shock you.

Why Isn’t Process Analysis A Given?

Because it’s considered a luxury or something you “do later.”

Kind of like change management (but don’t get us started on THAT!).

Process analysis is as necessary as making sure HR signs off on job descriptions, or making sure that legal approves contract changes, or making sure that finance signs off on business cases.

It’s simply not a luxury. Not anymore.

The Seven Things You Should Do When Considering A Business Change

Don’t be like the caucus leaders who haven’t looked at processes and potential failures.

Don’t be like the corporate leader who believes their change idea and plan is clear and obvious, and who thinks that process analysis is just a buzz word and a luxury for those who have the time and money to do it.

Be thoughtful, mindful and smart.

The time you invest now will save you a lot of heartache, embarrassment, and money later on.

So:

  1. Build process analysis into your timelines.
  2. Engage the people who are involved in the current process and who will be involved in it after you make your changes. Get their support and buy-in.
  3. Document the process as it works now, warts and all.
  4. Consider how the current process is likely to be impacted by whatever you’re changing.
  5. Consider every single process failure that could occur, how likely it is to occur, and how severe the impact will be if it does occur.
  6. Design the new process to minimize the possibility of failures, particularly those with severe impacts, and
  7. Do a pilot test of the change (or two or three) well before you launch it.

Follow the Medium publication “At The Whiteboard” to read all our great articles on How To Crush It At Work!

No No Nancy Strikes Again

December 11, 2017Blog, , , , , , , , , ,

Season Two, Episode Six. Podcast recap! (And if you missed the podcast, you can find it here.)

Podcast Recap: Season 2, Episode 6

Every Office Has One

This week on the podcast we tackle that one person in the office that makes everyone groan. No, not Peter with all his horrible Dad jokes. No, we gave Peter the week off.  Instead we are talking about “No No Nancy”.  She’s negative. She hates change. She’s a downer. She doesn’t like new things.  She doesn’t even like old things.  She definitely doesn’t like you.  She says “No” a lot  – and her behaviour is a drag.

As always, our guiding principle here at Whiteboard is to seek to understand, so we should probably start with trying to uncover why some people have that negative style and others don’t.

Is the negativity a result of  personality preferences?

According to Myers-Briggs theory, people with a preference for Sensing (S) typically need factual, real, observable data in order for them to consider it trustworthy information.  Their personality opposites, those with a preference for Intuition (N), tend to trust information on the big picture and possibilities.

When our big picture thinkers (N) bring ideas/concepts/changes to our fact folks (S), the latter typically respond with a barrage of questions. These questions, used simply to get more data, information, and facts, are commonly interpreted by N’s as REALLY NITPICKY AND NEGATIVE: What’s the cost per night? Whats the weather that time of year? What was the data from last year? etc etc.

They aren’t meant to be negative, but that’s how they sound to their counterparts. As Ruth, Whiteboard’s resident S says, it’s “No for now, until you can prove otherwise”.

Similarly – S’s might start off proposals for change and meet with a similar perception of negativity from their N counterparts: What’s the big picture? How does this link to the strategy? Have you thought of other ideas? etc. And the perception is the same – a negative response that is a huge drag.

How to Deal?

If you’ve identified your No No or Negative Nancy as someone who just needs more data, BRING MORE DATA. As I (Nicole) mentioned, I deal with my seemingly super nitpicky, annoying husband who loves facts, data, and observations (love you babe) by always bringing facts and data with my ideas about which I want him to make decisions.  You know, like spreadsheets of vacation options with a zillion columns.

If you are the data driven realist trying to appeal to a big picture seeking N, can you give some thought to strategy and future possibilities to accompany your data and appeal to their thinking style?

This is all fine and dandy – but what if this isn’t a personality issue because there seems to be more going on?  Is it possible Nancy’s No’s are the result of some past experiences that are triggering a negative behaviour response? Or said differently…..

Once Bitten, Twice Shy

So this particular negativity comes from people who are impacted by past history/experience. Now the big question is how do we differentiate between the two sources of negativity, and more importantly does it matter? Let’s use Neville (Ruth’s Harry Potter obsession is really taking over…) as an example.

Every time Neville hears about a project he rolls his eyes, mutters under his breath, and is just generally grumbly.  Is he just being difficult because of past experience? Is he looking for the data? How can we find out?

Use open ended statements like:

Tell me more…..Help me understand…

to “peel back the layers of the onion” and find out.

You might hear:

  • I don’t understand it.
  • I don’t see the logic.
  • I don’t see the research.

Tell me about a time when this did work?

This is an Appreciative Inquiry technique that helps people focus on the art of the possible.

Either you’ll hear some positive ideas that you can work with, or, you might hear:

  • This always happens.
  • This never works.
  • I’m tired of all this.

This sounds like change fatigue, or previous examples of change that haven’t worked well or caused some workflow issues.

In this case you might want to find out where the person is in their journey for change? Maybe set some expectations about your topic.

But wait there’s more (like a great infomercial).

What if you hear:

  • I’m really mad about [insert unreasonable scenario that no one should be mad about here].
  • I can’t stand [insert really nice person who seems to just be driving Neville nuts].
  • Can you believe [insert really normal story that shouldn’t be alarming at all].

Sounds like maybe this is just a case of the MONDAYS. Sounds like this is just a grumpy day and will probably pass. Might be a good day to let someone just vent and be grouchy and not worry about this type of negativity bringing down the office culture too drastically.

BESPOKE COACHING

At the end of the day. Who’s on the “Bus to Change” with you? Who’s slashing the tires? Who’s grumpy in the back? And who’s gleefully singing songs at the front of the bus?

Deal with your negative Nancy’s/Neville’s/Nanette’s in respective order to their potential damage to your bus destination.  Before you come to a solution:

  1. Seek to understand,
  2. Then give info (if required), and/0r
  3. Then coach, and/or
  4. Give advice/support, and finally, if all else fails:
  5. Be directive.

The moral of this episode is….just because the symptoms sound the same (negativity), doesn’t mean the solution is the same.

You have to investigate and find the source of the negativity in order to deal with it effectively.  Listen to the podcast for Ruth’s Dog Bark/Tail analogy.

Next week on the blog we fire Peter.  Well not exactly – but we tell you what firing Peter might be like and how to prepare.

And we give you a sneak peek on Season 3 of the podcast! So keep on listening.

Until next time….

Nicole

 

What’s Your Corporate Climate Like?

August 8, 2017Blog, , , , , , , , , , , ,
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.

The Risk of Being Too Comfortable

May 12, 2016Blog, , , , , , , , ,

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.

Crush Your Next Interview

May 6, 2016Blog, , , , , , ,

interview

The image above shows all the classic things we’ve learned to do before an important meeting or interview.

  1. Dress appropriately. Not only does that mean not “under dressing,” but it also means not “over dressing!” Do your research and then dress one level up.
  2. Arrive in good time. Well, duh.
  3. Body language. Be aware! Assume an open and interested position (arms resting in your lap or on the arms of your chair), don’t check your watch or (heaven forbid) your phone, and above all else, don’t interrupt!
  4. Expect the unexpected. Yup. What if you’re kept waiting 30 minutes? What if you have to do a presentation on the spot? What if it’s super hot in the interview room? Plan to keep your cool in all situations.
  5. Ask questions. For sure. And don’t ask “when will you make your decision,” as if you already have the job. A great one is “what will the most challenging thing be for the successful applicant?”

But those are the standard things. The things you can learn if you google “interview prep” or ask your friend how they got their job.

Secrets to Crushing Any Interview

  1. Use “I” not “we.” Yes, that’s right. Talk about yourself. As someone who has interviewed hundreds of people, I can tell you that when you are asked to “tell me about a time when you led a complicated project with a diverse team,” then I want to know what YOU did specifically. Not what your whole team did. Now is not the time to “share the credit.” For example:
    • Bad answer: I was the project lead for Project X, and we worked together to create SMART goals, communicate effectively, and follow project management principles.
    • Good answer: I was the project lead for Project X, and early on I established the team guidelines. I facilitated the team agreement on goals, coordinated and moderated regular updates, and developed job shadowing practices so that people could fill in for each other during crunch times.
  2. Use action words. In the example above the words “established,” “facilitated,” “coordinated,” “moderated,” and “developed” are all action words. Example: “Tell me about the work you did in your most favourite job?”
    • Bad answer: I loved my job two years ago because I was responsible for team engagement and new employee onboarding and it was very rewarding.
    • Good answer: I loved my job two years ago because I championed team engagement by leading quarterly brainstorming sessions, developing and implementing engagement programs like Job Shadowing for new employees, and facilitating bi-annual engagement feedback sessions with the VP. It was really rewarding to see engagement scores increase and to get positive feedback from the team.
  3. Tell stories. Many interviewers will start a question with “describe a time when you…” Others will start with, “have you ever…” And still others will say things like, “what’s your greatest or worst skill?” Each of these is a chance to tell a story. It will be tempting to answer quickly, but what you want to do is answer in a way they will visualize and remember. Example: “OK, you’ve been telling me about all these things that you do so well, but we all have weaknesses or opportunities to improve. What’s one of yours?
    • Bad answer: I actually don’t have any weaknesses because I have been honing my skills for years. (I’m not kidding. That’s a real answer I got once.)
    • Alternate bad answer: A weakness? Oh. Well, I guess I can get flustered some times when timelines shift quickly, but I am really good at re-configuring my plans so everything comes out ok.
    • Good answer: On a recent project the timelines shifted a few times, as they often do on large projects. By the third time shift I realized that I should be using a different milestone chart that is more adaptable when there are changes. By implementing that, I was able to reduce the frustration I can feel if things shift too frequently.

crushed it

These three tips will help you stand out (in a good way) and increase your likelihood of winning the competition. Have you used any of these before? Let us know on Twitter (@whiteboardcons) using #InterviewPrep!

Until next time,

Ruth.

PS – did you know we offer coaching for interview prep? It’s true. Click here and read all about it.

Advice vs. Coaching

April 1, 2016Blog, , , , , , ,

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.

Happy Birthday to Us!

March 12, 2016Blog, , , , , , , , , , , , ,

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.

 

3 Questions to ask your potential new boss to avoid a toxic workplace.

March 4, 2016Blog, , , , , , , , , , , , , , , , , , ,

Why oh why did I take this job?

You spent days perfecting your resume.  Days finding the right salutation for your cover letter.  Weeks ruining your manicure fretting about the interview process.  And if you happen to work in the public sector, you’ve spent hours rehearsing your presentation assignment with anyone who will listen.

All that hard work, and the phone finally rings – “We’d like to offer you the job!” download

Fast forward 2 goodbye cake parties, 12 transition meetings, and 17 emails about how lucky you are to “get out of here”.  You’ve got your big girl/boy suit on and it is week 3 of your new job.

You said the biggest challenge was going to be what?

You thought you did the right thing! You asked the golden end-of-interview question:

“What will be the biggest challenge you foresee for the winning candidate in this new role?”

This is a great question.  But they didn’t tell you that the office is the perfect example of a toxic workplace! You are dissapointed, demotivated, and think you may have made the worst decision ever!

Don’t get me wrong,  “a challenge” from one individual to another has a great deal of variability. For one it might be subject matter expertise, for another it is senior management support. Managers looking for a team member aren’t going to say things like:

  • The culture is super toxic, have fun!
  • I’m a really great operational manger, but I suck at leadership (oh and I hate team meetings FYI).
  • Your team is the worst performing team in our entire company.
  • My boss is even worse than I am.

3 Questions to ask your potential new boss (BEFORE you say YES!)

You might feelimages awkward asking these questions.  I guarantee that this moment of mild awkwardness is FAR less painful than arriving at TWCC (Toxic Workplace Culture Central). Read more on the signs of a toxic workplace culture here.

  1. How would you describe the culture of the organization? This is a great open-ended question that’s pretty hard to hide behind. If you have an honest hiring manager, they will be clear about the challenges and opportunities.  Be ready with some probing questions to help you out in case you get some tight lipped answers (i.e. You say “Great”, tell me more? How would employees describe the culture? How would another team describe the culture?).  I would be delighted with answers like: our branch does a bi-annual team building event offsite, we have a running club, we have a lunchtime yoga session that more than half of the team participates in etc.
  2. Can you tell me about the history of the team that I’ll be working with? Ooh.  This question is more loaded than a baked potato. Here’s where you can find out things like how new (or how established) your team is.  Perhaps you do some diagnosis on their stage of team development, or how you might apply the situational leadership model.  You can start to understand how resilient the team might be to change (based on their recent history with change).
  3. What kinds of systems/processes are currently in place in the organization to support open and transparent communication and team building? What I would want to hear in this answer are things like: we have weekly 1:1 coaching sessions with our team, we have a very rigorous performance review process, we believe strongly in training, coaching, and having difficult conversations…

Remember, the hiring panel is not only interviewing you, but you are interviewing them – to see if this job, culture, and environment is a great fit for you.  Otherwise, on to the next opportunity!

Now what if you’ve got the job and you’ve got the toxic culture blues? Not to worry, stay tuned and next time I’ll share the top 3 tips to dramatically improve your culture (even if you aren’t a manager)!

Until Next Time,

Nicole

P.S.  Looking for a new role?  Ruth is offering 3 coaching sessions to a select few volunteers, snag this $500 value before spots are gone! Ruth@whiteboardconsulting.ca/staging 

The Process of Managing Change

February 12, 2016Blog, , , , , , , , , , , ,

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.

Sometimes the Flavour of the Month is Chocolate. And It’s Good.

February 5, 2016Blog, , , , , , , , , , , , ,

flavour2

If you work for anyone other than yourself, you have probably lived this phrase in some way:

“Ugh – this new initiative is nothing other than the new flavour of the month. It’ll never stick and next year they’ll roll out something else.”

Sound familiar? These words have probably assaulted your ears (or crossed your lips), when the organization is trying with best intentions to make a change or an improvement. The person who is responsible for the change is excited about the initiative, and is frustrated beyond believe with this blasé response from the team.

So why do people say it?

First, a little Change Management theory for you – we know from Dr. Elisabeth Kubler-Ross‘ work that people experience grief in an emotional roller coaster. When Kubler-Ross pioneered the concept of the 5 Stages of Grief, people became aware that grief impacts us all the same way and yet differently too.

In other words, we all go through the stages of Grief (Denial, Anger, Bargaining, Depression, and Acceptance), but we may go through them differently. Some may linger in one stage or another, and some may fly through a stage so quickly as to appear to bypass it. The way in which we go through these stages is greatly impacted by our personal resilience, the amount of stress we are dealing with at the moment, and our experiences with grief in the past.

The same is true with change. In fact, Kubler-Ross’ model has been adapted to create the Change Curve, used by Change Management experts, teachers, and coaches. There are several different variations of the curve itself, and we like this one the best:

change curve

You can see the similarity to the 5 Stages of Grief – in this model we have Denial, Anger, Exploration, and Acceptance.

Imagine then, an employee who is not only experiencing change at work, but also at home (spouse has been demoted, child has moved out, parent is ill). This employee, we’ll call him Rob, has been a good worker and has been around for about 15 years. You are Rob’s manager, and very excited about a new program to create a more efficient process for doing the work of Rob and the entire team. When you meet to discuss it, Rob breaks open the “Flavour of the Month” remark, and the team snickers.

This is because Rob has been around for a couple of business cycles. He’s seen change implemented, re-implemented, de-implemented, and implemented again. He’s tired and his resilience is low – he feels that change is a pendulum, and that people should just make up their damn minds and stick with something.

Well, here’s the thing…

The United States’ National Bureau of Economic Research states that since 1945 the average business cycle has been just less than six years. That length of time may also be impacted by your industry, budget issues, technology advancement, and general business trends.

So in other words, every few years the business world changes. And in order to be relevant in that world, an organization must change with it. The change the organization is implementing is probably the right thing, for right now. In a few years it may no longer be the right thing. So yeah. It might well be the flavour of the month, and there’s nothing wrong with that (unless an organization is making change for change’s sake – and that’s a whole different discussion.)

The trick is to implement the “new flavour” carefully, using change management best practices from the outset and communicating the “why and why now” message in the most effective way for the team.

If that’s all done correctly, then the answer to Rob is as easy as, “Yes Rob, it IS the flavour of the month. It’s chocolate. And it’s good.”

Until next time,

Ruth.

 

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