Category Archives: coaching

Develop Your Mental Game

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As a leader, how is your mental game?
Consider today’s outstanding athletes, such as those who recently participated in the U.S. Open. It’s impressive to see these leaders excel in their field; they are really amazing! Not unlike today’s outstanding business leaders and managers, they overcome obstacles, deal with set-backs and persevere to the end.
After watching a game or two it’s easy to take their impressive skills for granted. After all, they make it look so easy. And then they make a clear mistake.
Such was the case for one such player: with a single swat, he unintentionally hit a ball at a line judge, and was disqualified.
How can such a well-trained, highly-skilled and disciplined leader make such a mistake?
He got caught in a momentary lapse of un-mindfulness, distracted and fueled by frustration. And it happens to the best of us. We lose our clarity and focus.
Clarity and Focus
Clarity is knowing exactly what you want to achieve as a leader: your vision. Focus is knowing and doing the actions required to get you there. Great leaders do the right thing, right now. How?
First, they develop a clear mental picture of their intention. Then, they make a conscious choice to commit to and pursue that intention. And last, but certainly not least, they develop strategies for protecting their intention against distracting feelings or emotions, like boredom and frustration.
Just like great athletes, great business leaders take purposeful action to preserve and strengthen their mental abilities. After all, leaders who work on their brain fitness are less prone to errors. They understand that clarity and focus require three key areas of brain function:

  • Cognition: Education and experience contribute to your cognitive abilities, so wise leaders engage in learning new skills which they practice to improve their processing speed (how quickly they can recall information, names and memories). This allows them to make wise and timely decisions and responses, and, it also inhibits actions that could sabotage their best efforts, like hitting a ball at a line judge.
  • Emotion Management: Learning how to self-regulate emotions, including stress and anger, is crucial for personal and professional success. You see, when an event or action is stored in our memory, the associated emotion is also stored. This unconscious emotional tagging process can influence our clarity, focus and future decision making process.
  • Executive Judgment: This operational part of the brain enables us to receive information, assess our feelings, identify and analyze pros and cons, formulate plans and discern outcomes.

Build Your Foundation
Wouldn’t it be nice to have a true brain enhancement pill that could increase our health, wellness and performance? While research reveals that nootropics benefit cognition, learning and mental clarity, they don’t actually improve intellect or IQ. If you’re not familiar with nootropics, they are a class of substances (natural or synthetic) comprised of vitamins, minerals, amino acids, fatty acids, antioxidants and other herbal ingredients. Nootropics can have some effect on our memory, thinking or other brain functions, but, more non-biased studies (non-brand or product related) must be conducted. In the meantime, we do know that diet, exercise and meditation are key to higher brain function.

  • Diet: in a perfect world, we’d get all the vitamins and minerals we need through a healthy diet of a wide-range of plants that fight inflammation. You see, science has linked many diseases, including those affecting our brain health­, with chronic inflammation. According to an article published by Harvard Health Publishing (November 2018) choosing the right anti-inflammatory foods reduces your risk of illness.
  • If you’re looking to improve your mental game, consider the Mediterranean diet: it’s high in vegetables, fruits, nuts, whole grains, fish and healthier oils. And of course, avoid processed foods, or those high in sugar. Researchers are finding greater evidence linking poor brain health to sugar. So while it might give your brain an initial surge, it’s not the best tool. Instead, give yourself a boost with exercise.
  • Exercise: exercise increases activity in parts of the brain that have to do with executive function. Not only that, exercise promotes the growth of new brain cells. The key is to push yourself (with approval from your health care professional): reach your target heart rate for a period of 20-minutes, totaling a minimum of 150 minutes/week.
  • Why? Aerobic exercises increases blood flow to the brain, reduces stress and improves mood. And, if you are actually enjoying the activity, this only improves your outlook.
  • Meditation: the beneficial effects of meditation for brain fitness are the result of changes in underlying brain processes. Through MRI (fcMRI) scanning, researchers with the National Institutes of Health found that Mindfulness-Based Stress Reduction (MBSR), a form of meditation, alters intrinsic connectivity networks (ICNs).
  • MBSR is an attention-training technique that focuses on present moment internal and external experience. It includes breath awareness, body awareness (scanning) and attention to the impermanence of sensory experience. After eight weeks of MBSR training and practice, researchers identified changes in the subject’s brains reflective of a more “consistent attentional focus, enhanced sensory processing, and reflective awareness of sensory experience.”

Beware of Distractions
Distraction has become an ongoing challenge for many leaders and managers. And it’s not just our devices or technology, rather, it’s often our emotions, or our responses to our emotions.
According to Nir Eyal, an expert on technology and psychology published by Harvard Business Review, and author of Indistractable: How to Control Your Attention and Choose Your Life. (BenBella Books, 2019) we need to recognize the difference between traction and distraction. Gaining traction requires purposeful action: channeling our energy and focus.
Energy is much more than effort. It is engagement in a meaningful activity, propelled by both internal and external resources. Purposeful action is self-driven behavior; it is self-generated and engaged to generate traction.
Focus is conscious, intentional and disciplined thought and behavior. You see, purposeful action requires discipline to resist distraction, overcome obstacles and persevere in the face of setbacks. Our focus and energy might fall into one of four categories:

    

The Frenzied: Are you highly energetic and enthusiastic about your work, yet distracted or overwhelmed by tasks? How do you feel about deadlines, demands and the tyranny of the urgent? The need for speed may trigger you to act without hesitation, but you could achieve more if you consciously concentrate your efforts on what really matters.
The Procrastinator: Are you feeling low energy and focus? Insecurities and fear of failure may cause you to work on minor details, rather than tasks that could make a real difference for your organization.
The Detached: Are you focused, but without energy? What is the cause? You may be passing on apathy or disdain to your co-workers, sending mixed signals.
The Purposeful: Are you highly focused and energetic? You signal calm, reflective, and able to get the job done, even in chaos.
Boost Your Mental Game
When the going gets tough, how do you develop your mental game?  Answer these questions to boost your energy and hone your focus:
Energy Boosters

  • Focus on one goal. Without judgment or self-censoring, ask yourself:
    1. What is the big picture?
    2. What data, research and strategies do I have and/or need for wise decisions about objectives and goals?
    3. Is my goal well defined?
    4. Where are the limits in my understanding?
    5. How does the goal align with my values and those of my organization?
    6. How would I benefit from a mentor?
  • Build confidence. Consider past personal goals, and ask yourself:
    1. What was my experience with achieving comparable goals? Is it repeatable?
    2. Who is my role model? Can they help me understand what it takes?
    3. Where can I go for feedback and evaluation?
    4. How can I experiment, rehearse or practice critical tasks toward my goal?
  • Practice positivity. Overcome negativity, and develop positive thoughts and feelings by asking yourself:
    1. What are my patterns of feelings and experiences?
    2. How are they related to my thoughts and behaviors about my goal?
    3. Where do I find healthy outlets and support? (hobbies, sports, friends)
    4. When do I experience fun or excitement?
    5. What about my work creates enthusiasm?
    6. Work aside, where do I draw strength? How do I gain balance?

Focus Boosters

  • Harness the power of visualization. Visualize your goal, or objective, and ask yourself:
    1. What does my objective look like? When I need to remember my objective, what simple image can I conjure?
    2. What are the small steps I need to take to reach my goal?
  • Commit to your goal. Make it personal, and ask yourself:
    1. Does this goal feel right for me?
    2. How much do I really want to achieve my goal?
    3. What positive feelings are attached to this goal?
    4. How does this goal align with my values and beliefs?

Boosting your mental game requires a clear mental picture of your goal or objective and a conscious choice to commit to and pursue your goal.

A Call for Interdependence

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Today’s business leaders face incredible pressure to anticipate, adapt, and produce. Unfortunately, ongoing uncertainty and increasing demands cause many to fall into the trap of over-management. And it’s not uncommon: when a system crumbles and a new one is not yet fixed in place, we get a lot of chaos and confusion.

Figuring out what’s next is not easy for business and organizational leaders. What are the questions they need to be asking in order to find clarity? How do they find a new vision, when there is ongoing uncertainty about any return to former norms?

What leaders need is a balance of independence and interdependence. They need to focus on economics and management issues, as well as how they respond to social, technological, cultural, political, environmental, and religious issues. Childcare, education, and working remotely have a tremendous impact on how they do business. Meeting after meeting leaves workers with very little time to actually do the work and complete assignments as agreed.

We need to rethink our previous assumptions about how we do business, and where we are going. What we have known about the past and assumed about the present is no longer sufficient to prepare for the future. Effective leadership requires a balance of interdependence and independence.

Interdependence versus Independence

Is your attitude about individualism based on your social class?

According to research published in 2017 by the Harvard Business Review, yes. But, it may also be shaped by your geography.

Colin Woodward, author of American Nations (Penguin Group, 2011), writes that our attitudes about interdependence and independence stem from eleven distinct regional cultures in North America.

Today, most business organizations elevate independence as the corporate culture ideal. Certainly, workplaces that support self-assertion, individual expression, and new ways of thinking/being are to be applauded, but what happens when this is valued greater than collaboration, or worse, greater than the common good?

Consider this: in Descent of Man, Darwin proposed that we humans succeeded because of our empathy and compassion. He wrote, “Those communities which included the greatest number of the most sympathetic members would flourish best, and rear the greatest number of offspring.”

While there is a place for independence in every organization, effective interdependence will sustain an organization and allow it to thrive.

Toward Better Interdependence

In the November-December 2019 issue of Harvard Business Review behavioral scientist, professor, and author Francesco Gino pointed to three attitudes for effective interdependence:

  1. Respect for contributions from others
  2. Openness to experiment with ideas from others
  3. Sensitivity and self-awareness of personal actions that affect others, as well as impacts toward goals and objectives.

These three attitudes allow for true collaboration and forward progress, the hallmarks of innovation. However, in business, support is almost always highly conditional:

  • "I’ll support you as long as I know where this idea is going."
  • "I’ll support you as long as success is guaranteed."
  • "I’ll support you as long as there’s something in it for me."

And yet it’s only when we trust enough to allow something to unfold that surprising innovations happen. The goal for leaders is to manage ego, model a growth mindset, and foster trust.

It Begins with Attitude

  1. Manage ego and model effective listening:

    • Practice active listening.
    • Become comfortable with silence.
    • Be curious, without judgment.

  2. Express empathy and curiosity. Right now, expressing empathy can be more challenging for leaders: Studies have found that in an attempt to manage their own stress and anxiety, people will cognitively turn off empathy and compassion when they feel like they can’t help someone.

  3. Practice constructive feedback:

    • Ensure expectations were effectively communicated. (If not, own it.)
    • Engage in a dialog that points out what worked, and what needs improvement.
    • Discuss feedback on feedback; acknowledge natural human tendencies to resist or avoid feedback.

Better Team Interdependence Doesn’t Just Happen

If your team has transitioned to remote work and management (and/or leadership) believes that more interdependence and management is required, but team members believe otherwise, tension will be common. Employees push back when asked to attend meetings, participate in decision making, and do work. They often complain of micro-management.

Conversely, if your team members believe they need to be more interdependent, and management or other team members do not, complaints of lack of support and help are common. Either way, better management is required.

Team Interdependence: One Size Does Not Fit All

Sociologist and organizational theorist James D. Thompson identified three types of interdependence many teams use today: pooled, sequential, and reciprocal. Because team members may be operating from different (and or limited) experiences with each type of interdependence, their expectations may vary.

For example, let’s say your business is to make widgets. You offer standard widgets, as well as customized widgets. Your business is made up of production teams to reach standard widget goals and deliver quality custom widgets.

  • Level 1 interdependence pools standardized independent actions into a team effort. Each person creates a standard widget. This is referred to as pooled interdependence.

  • Level 2 interdependence requires a known sequence of standardized and modified actions into a team effort. Each person completes a portion of the process to produce a widget; an assembly line. This is referred to as sequential interdependence.

  • Level 3 interdependence is based on known and unknown sequences of known and unknown standardized and modified actions into a team effort. This is referred to as reciprocal interdependence.

The level of interdependence is also referred to as the degree of interdependence, and determines the type of management, or amount of coordination, needed.

Shift Your Management for Success

Higher degrees of interdependence reflect greater complexity, and require different types, or degrees, of management:

  • Level 1 management: When all team members are trained on and adhere to standardized processes and actions, standardization management, including reporting and communications, is efficient.

  • Level 2 management: Planning management is required for sequential interdependence. This allows managers to coordinate goals with the actions needed, including process analysis, for successful outcome. Team members may be asked to provide additional information and shift actions as needed.

  • Level 3 management: When any team member introduces new information that affects the reciprocal independence, increased communication, changes, and coordination are required. This calls for mutual adjustment management.

Great leaders help their team members understand and move through different levels of interdependence. They shift their management and coordination relative to the degree of complexity for improved productivity and efficiency. If your team members are complaining about the amount of meetings (or a lack of information), examine your level of management. It may require adjustment.

Coaching Team Interdependence and Peak Performance in a Virtual World

Coaching team interdependence and peak performance in a virtual world has its advantages. It allows you to plan, reflect, prepare, implement, and follow-up your discussions. But it’s not without its challenges. Avoid the risk of meeting burnout with these tips and best practices:

  • Explore what and why. Before you begin the conversation, explore your own expectations and attitudes about the employee. What is the expected outcome of their efforts? If there is a gap, review your communications. Perhaps there was a misunderstanding, extenuating circumstances, or, your employee is privy to information that is not on your radar. Open the conversation with an attitude of curiosity, rather than judgment.

  • Segue in to exploration of their goals: business and personal. Ask about the challenges and obstacles they are facing. Right now, most workers are doing their best to manage increased pressure and stress, and many are hesitant to share this. In some cases, it may be childcare or eldercare. Alternatively, it could be they lack the energy and creativity they found in their previous work environment.

  • Collaborate on next steps. For example, if there was a misunderstanding, identify an effective communication process that works for both of you. This could be something as simple and specific as not interrupting during a virtual meeting, or conversely, asking for clarification. If skill was the issue, identify an effective training process, including mentoring and/or online learning. For those who miss the office environment, explore how employees might be able to connect virtually for water-cooler hangouts. The key is to not jump to solutions, rather, coach them to find insights and solutions they will implement.

  • Follow-up as agreed. Be as specific as possible in your feedback, and link behavior to outcome. Whenever possible, use the 3:1 ratio: for every negative critique, share three positive observations. To reinforce lessons learned, ask how it will help them achieve their own goals. Use open questions to encourage self-discovery, and avoid micromanaging. And remember: level 3 management is reciprocal management. Your feedback should be a dialog, where you are open to ways in which you can improve, as a leader, manager, and interdependent team player.

Finding a New Pace

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How has the pandemic affected your pace?

Even the best of the best have experienced challenges in finding their new pace at work. Focus and concentration have been more of a challenge for leaders, managers, and employees. And it’s no surprise: our sense of time has been distorted. Two factors explain this phenomenon:

  • Feeling stuck in a holding pattern
  • Loss of flow

Feeling stuck is not unusual for those who remain at home, or have yet to return to their previous work environment. Research in anthropology and psychology has found that when we are unable to structure or manipulate our experience of time—when our temporal agency is deprived—we feel stuck in the present.

Dr. Felix Ringel, an anthropologist of time at Durham University in England, refers to this as enforced presentism, a term first defined by fellow anthropologist Jane Guyer. And for those who do not know when (or if) they can return to work, enforced presentism continues to alter their perception of time.

Fear also alters our perception of time. According to Dr. Sylvie Droit-Volet, PsyD, who has conducted extensive research on emotions and time, threatening stimuli can distort our internal sense of the passage of time. In Subjective Time (The MIT Press 2014), Droit-Volet points to two significant contributors that distort our internal clock:

  • Changes in internal states in response to the effects of drugs or external stimuli (such as a crisis)
  • Attentional processes: when we pay less attention to time, we experience a temporal shortening effect

Leaders, executives, and managers in situations of great pressure work with qualified coaches on self-management strategies. They focus on four psychological skills that can also be used to manage enforced presentism and loss of flow, whether you have yet to return to work, are working remotely, or have made your re-entry. 

Self-management Skills

Think positively. While this sounds simplistic, our negative thoughts—call it mind chatter or self-talk—erode our efficiency, happiness, and confidence. Notice when you are thinking negatively; when you frame a situation as a problem (and distort it into a much bigger catastrophe). Then, re-think, re-frame, and revise your thoughts to the positive possibilities.

Practice relaxation. Although it may seem counter-intuitive, make time for relaxation: a process that works for you to decrease the effects of stress. For example, I find guided meditation with body scan to be very effective and helpful. Another technique is to imagine a peaceful setting—you’re happy place—and focus on your breath, or mentally scan your body from toe to head. Others find online yoga and Tai chi relaxing. Whatever works for you; the key is to make time for relaxation that is beneficial to you.

Create SMART goals. Most of us have goals at work, but do you have personal SMART goals that reflect your own interests and values? Personal SMART goals can help you stay focused on what truly matters to you, and identify the incremental steps you have taken to reach your goal.

Minimize distractions. Today, this is the most frequently reported challenge. Whether they are external (noises and interruptions) or internal (feelings and thoughts), here are two tips you can implement immediately to help protect your focus and concentration:

  • Use a 30 minute timer. We know that extended sitting is detrimental to our health; add to that tiring mental tasks, and it’s no wonder we are easily distracted and feel exhausted at the end of the day. According to recent study published in the Journal of Occupational Health Psychology, breaks from just one to nine minutes can help you bounce back from tiring tasks. So, get up, stretch, move around, and take a break. 
  • Re-think the need to meet. Before you send out that meeting invite (or say yes), consider the meeting purpose and time actually needed. For example,
    • INFORM: If the purpose is to share information, send the information via email.
    • DISCUSS: If the purpose is to have a dialog, send relevant information via email, invite them to read it, and request a phone call to discuss.
    • MEET: If your purpose truly requires a virtual (or in-person) meeting, create an agenda that includes: purpose/goals/outcomes, references (the pre-read resources), action items (a spreadsheet works best) and meeting agenda timeline. If you can keep the meeting under 30 minutes, schedule a 15 minute meeting.

As You Return to Work

For many, a return to work is a great relief: a “normal” routine, friendly faces, a steady paycheck. But the pandemic is not over. New routines will replace the norm, friendly faces may be veiled behind a mask, and hours may be part-time. Trepidation is expected. Optimal performance and recovery depend on our ability to address anxiety and restructure flow.

According to Dr. Erika Felix, PhD, a psychologist at UC Santa Barbara, who treats and studies trauma survivors, “Most people will be resilient and return to their previous level of functioning.” But by definition, a crisis is something that exceeds our ability to cope. Fortunately, there are steps leaders can take to help everyone cope better.

Return to Work Requires Anxiety Management

In a recent Harvard Business Review (June 2020) article, Dr. Julia DeGangi suggests three strategies leaders can use to manage anxieties in the work place:

  • Allow greater flexibility in performance management. Avoid over-investing in processes and micromanaging schedules.
  • Communicate clearly. Provide clarity, context, and reinforcement of priorities.
  • Demonstrate mental toughness. This means perceiving, understanding, using, and managing your feelings. It requires appropriate demonstration of emotional vulnerability at the highest leadership levels.

Remember: anxiety can be a sign of productive growth. Leaders who communicate appropriately about messy issues can alleviate anxiety and model resilience. This sets the stage to restructure flow at work.

A New Zone Focus

Dr. Mihaly Csikszentmihaly, a psychologist at the University of Chicago, has studied the phenomenon of zone focus or "flow" throughout his career. “Flow” is the zone state in limited form, but has the same attention characteristics. “Flow” is a sample state of entering the zone that leads to optimum performance.

Based upon his research, Dr. Csikszentmihaly theorized that four elements must be present to get into the flow state:

  • Presence of a challenging activity
  • Perception that your skills match the challenge
  • Clear goals
  • Availability of instant feedback concerning your performance

When these elements are present, an "order in consciousness" occurs. And, it is this phenomenon that helps people immerse themselves in an activity, find a new pace, and have fun doing it.

The New Face of Change Management

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Leaders and managers are testing their assumptions and abilities in change management as organizations, lines of business, and teams are asked to quickly pivot in their roles and responsibilities. Many employees are being asked to take on additional work, perform new tasks, work in new environments, or under increasing pressure. Everyone is affected.

Even in times of crisis, a swift, top down approach to manage change simply doesn’t work. Two theories explain this:

  • People are hard-wired for homeostasis: we have a natural tendency to resist change, especially change that is imposed. You don’t have to look far to see examples of this today.
  • Change is occurring all the time. Every person, and every process, is undergoing change. Leaders and managers often fail to recognize and tap in to this.

But when all employees are engaged through-out the process of change, meaningful change can occur. Employees who understand the obstacles and principles, have their concerns and questions answered, and can contribute with their experience and knowledge engage in meaningful change.

This is no easy task, especially in times of crisis. Managing meaningful change begins by engaging in, and managing conversations.

The Basis for Meaningful Change

Have you noticed how leaders who speak louder, cajole, argue, and push incur greater resistance?

In their attempt to influence how people behave—their purpose or process—they fail to address the needs, desires, and agendas of those they want to persuade. This approach only serves to foster a closed, or fixed mindset.

For example, leaders and managers of offices that were closed need to examine what changes are needed to ensure employee and client safety. Many factors need to be considered, including (but not limited to) work spaces, processes and routines, new or temporary policies, and the feelings and circumstances of returning employees. While many are eager to return to work, there remains a level of uncertainty, apprehension, and stress in doing so.

Managing meaningful change requires the engagement of each employee in the decision-making of where, how, and when they work. Of course, the level of flexibility may vary depending on circumstances, however, leaders and managers can make a conversation meaningful with two-way dialog: listen, ask, mirror, and reflect back what is heard. Ask what is needed, and discuss anticipated changes. Employees who participate in decisions that directly affect them have greater confidence and adaptability, including necessary physical distancing, the wearing of masks, and other new hygiene protocol.

Leaders who maintain an open-mindset engage to learn. Offer compassion, honesty, and openness. And remember: leaders and managers are role models for the changes they wish to see.

Consider this: the voice of divergence and dissidence can be a catalyst for innovation and growth. Unfortunately, there are times when leaders fail to recognize their worth, or the opportunities they illuminate. Some leaders ignore, dismiss, or go so far as to demonize those who point out problems.

Alternatively, leaders can foster assertive diplomacy: they create environments where it is safe to complain and collaborate on meaningful solutions. Great leaders are masters in emotional conflicts. Rather than resist, they receive and offer feedback to create positive results.

You see, not only are humans hard-wired to resist change, we are also hard-wired to avoid pain and suffering. But these survival traits actually hinder us in creativity and meaningful change, often necessary in high stakes situations.

Effective Assertive Diplomacy

To encourage assertive diplomacy, model the behavior.

  • Listen first. A leader’s ability to listen signals that he values others’ ideas and input.
  • Keep it low. People know where power lies. You don’t need to advertise it. If you model quiet power, you can remain calm when tempers fly.
  • Act decisively. The payoff to reflective assertiveness is decisiveness. You demonstrate strength by acting confidently. Even if you need some time to think before taking action, you can keep people informed about how the decision-making process is progressing.

Consider how Franklin Delano Roosevelt (FDR) responded to the crisis of the Great Depression. Nine days after his inaugural speech, FDR persuaded would be hoarders to return their cash to the banks. Within a month, 2/3’s of withdrawn deposits were re-deposited. The NYSE rebounded, with the largest one-day gain in history.

FDR managed meaningful change by addressing needs. He succeeded by taking action and managing fear.

Managing Fear

Managing fear is not about denying fear or ignoring it.

According Dartmouth’s Distinguished Professor Vijay Govindarajan and Columbia Business School Faculty Director Hylke Faber, authors of a Harvard Business Review article (May 2016), change is about managing fear: fear of the unknown, fear of failure, fear of change, or fear of fear itself.

Have you ever listened to the recording of FDR’s Fireside Chat? While there wasn’t the same opportunities for two-way dialog like political and business leaders have today (from daily press briefings to virtual meetings) FDR laid out the actions and steps to address concerns, without feeding fears, or inciting resistance.

Change Management: The Power of Why

Managing through change can be a real crucible test for leaders today. To be sure, intense, unplanned, and traumatic events have the power to transform leadership abilities. But great leaders can prevent fueling fires, pivot with purpose, and lead others to positive, meaningful change.

The basis of change management begins with an open-mindset. Great leaders manage meaningful change by managing conversations, fear, and taking action. Their vision, ideas, and changes take flight by answering the question, why.

Why taps in to our subconscious thoughts, the part of the brain most responsible for decision-making. It is heavily influenced by feelings and drives for survival. This part of the brain stimulates the thought, “What’s in it for me?” (WIIFM) and begins the analysis of trust-worthiness.

When the request to pivot addresses why and is linked to a higher purpose, listeners can sift (filter on value), sort (decide to align), and take flight (ignite with passion and purpose).

While well-designed changes are required for businesses to pivot, they won’t inspire engagement unless they tap into values and purpose—into the hearts of those they wish to engage. Basic needs, like safety, must be fulfilled, but maintaining motivation and engagement requires something in which to believe. It provides context for all our efforts and sacrifices, and sustains our energy for the tasks at hand.

Align with What Truly Matters

Leaders who manage meaningful change ensure the proposed changes are in alignment with what truly matters:

  • Why we are in business
  • The difference we make in the world
  • Our most important purpose

When this topic comes up with my clients, we discuss the importance to understand, and be able to articulate:

  • Why is this change important to your organization?
  • How is this change important to the people you serve?
  • Why is this change important to all of the employees?
  • What is its functional benefit to customers, clients, vendors, and all stake-holders?
  • What is the emotional benefit to them?
  • What is the ultimate value to your customer?
  • Why is this important to you?

If you don’t know and cannot communicate why you want specific changes, how can you expect employees to engage in changes?

As Rosabeth Moss Kanter, professor of business at Harvard Business School and director and chair of the Harvard University Advanced Leadership Initiative recently wrote in the Harvard Business Review, “Persist, pivot, and persevere, and there’s hope for finding another successful path.” 

Tips for Employees: The Art of Complaining in Change Management

Employees are often in the perfect position to see what doesn’t work in an organization, and are important collaborators in meaningful change. But, it takes assertive diplomacy. There is an art in complaining up, down, and sideways.

Meaningful change management is a conversation on what truly matters to all stake-holders: the employees, their managers and leaders, the shareholders, vendors, and those they serve. Clearly, not all bosses are secure in their authority, nor are all employees comfortable in challenging authority figures. But those who persist; those who are willing to rethink options, assumptions, and focus on ideas, not personalities, can implement meaningful change.

  • Focus on the facts. Everyone is prone to bias and blindspots. Ensure your points are based on fact-based evidence, and be prepared to back it up with verifiable resources and research. Dig to find other points of view so you are prepared to counter them.
  • Test your assumptions. Before presenting your ideas to your boss, find people who can play devil’s advocate and explore your assumptions. They will either disprove your premise and prompt you to rethink your course of action, or they will validate your path and boost your confidence.
  • Understand the difference between correlation and causation. When there isn’t a lot of research or science, correlations may be the only evidence available. But, just because there’s a link between two issues doesn’t mean one provoked the other.

Just as leaders and managers should begin their appeal for change with why, so should the employee. Why is this issue important to you? Why is it important to those you serve?

When sharing your opinions, differentiate between facts, perspectives, and feelings. Use “I” statements:

  • “I have found…”
  • “I believe… “
  • “I feel…”

Select your audience. To initiate and collaborate on meaningful change, you need to engage with other collaborators: someone who has the desire and power to collaborate on a solution. Before you choose your audience, be clear on your goals. Do you want to vent, build a coalition, identify collaborators, or prepare and test your complaint?

Identify solutions. Be prepared to contribute to collaborative solutions for your complaint. Identify the outcome you are seeking, and the action you are proposing. Always emphasize the solution when describing a problem.

Choose your tone and emotions. A complaint usually arises from an emotional place. However, communicate in a calm, rational manner. Appeal to emotions with direct, factual information that reference the values under which your organization operates.

Successful Change Management Today

We’re facing unprecedented times as we pivot in the ways we do business. Many leaders are paving the way for others to follow, sharing lessons learned and common mistakes that can be avoided:

  • Communication is inefficient, often one-way.
  • Plans are developed top down.
  • Change is incongruent with organizational values and culture.
  • Support and resources (emotional, physical, mental, spiritual) are inadequate.
  • Negativity is not managed.

Managing Negativity

You don’t have to look far to see negativity today. Images and words are everywhere. While it is critical that we don’t ignore problems, we do need to understand and manage the impact of negativity.

Negativity has a greater effect on our well-being (our psychological state and processes) than positivity. As John Tierney and Roy F. Baumeister point out in their new book, The Power of Bad (Penguin Press, 2019), “The negativity effect is a simple principle, with not-so-simple consequences. When we don’t appreciate the power of bad to warp our judgment, we make terrible decisions. Unrecognized (and unaddressed) the negativity effect can promote fear, phobias, tribalism, and resistance to meaningful change.”

Great leaders manage negativity with a few key principles and techniques.

  • Recognize and acknowledge negativity: in the images you see, the words you hear, the tone you use. Consider alternatives, and refer to and/or share these through-out the day.
  • Showcase good news: specific images, stories, and/or headlines of employees modeling desired behaviors and achieving positive result.
  • For every proposed change, point out four things that will remain the same. These could refer to mission, values, purpose, policies, processes, places, people, etc.

Negativity narrows our focus to why something is wrong or won’t work. It prompts immediate, survival-oriented behaviors, including resistance to change. In contrast, a positive mindset broadens our perspective; we feel better, engage, learn more and expand our creativity and productivity.

The Best Business Strategy for Crisis Recovery

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If your actions inspire others to dream more, learn more, do more and become more, you are a leader.~ John Quincy Adams

As a leader, what strategy are you using for crisis recovery?

Strategy has become top of mind for business leaders. Too be sure, we are faced with incredible hurdles, many of which are outside of our control. As a result, many leaders have taken drastic measures.  

On May 8, 2020, the U.S. Bureau of Labor Statistics reported their findings from two monthly surveys: households (measuring labor force status, including unemployment) and establishment (measuring non-farm employment, including hours and earnings by industry). According to the report, unemployment increased to 14.7% in April, and temporary layoffs increased ten-fold to 18.1 million.

Conversely, some industries (including call centers and IT, warehousing and distribution centers, manufacturing and sales, healthcare and finance) are seeing a labor shortage, including management and specialty roles. Facing a serious shortage of employees, leaders struggle to recruit and retain qualified candidates.

Whether you’ve had to cut hours, furlough employees, or fill positions, a speedy business recovery requires the right strategy. Smart leaders focus on productivity. They engage their employees in the development and refinement of processes and systems to improve output.

Productivity Versus Efficiency

Productivity and efficiency are frequently used interchangeably. However, when it comes to business strategy there is a difference. Put simply, productivity is the quantity of work produced. Efficiency, on the other hand, refers to the resources used to produce that work.

Our recent generation of business leaders has focused on efficiency to reduce input and maintain output: doing the same with less. But a speedy business recovery requires doing more with the same: it requires a focus on productivity. This requires careful planning with input from employees, allocating resources appropriately, and measuring productivity and efficiency.

Productivity is measured by the change in output per labor hour over a defined period of time. In most businesses, it is directly tied to performance—at all levels within the organization. Improve performance, improve greater topline growth. What leaders do to improve performance affects productivity.

Productivity: Your Key to Speed

When employees are already pushed to their maximum capacity, how do leaders increase output? They adopt a productivity mindset to improve processes and systems.

Most employees want to be productive. Unfortunately, many are prevented from reaching their capacity because of obstacles created by bureaucracy, old methods, or broken systems. Smart leaders improve productivity by engaging their employees in a bottom-up approach to identify obstacles and inadequate systems.

A survey of 300+ senior executives published by the Harvard Business Review (March, 20017) found that leaders with a productivity mindset show faster growth and higher margins than their industry peers. Leaders who focus on people and processes enable peak performance. Great leaders re-think working environments, processes, and infrastructure.

How to Increase Output in the Wake of a Crisis

Rather than focus on efficiency by reducing staff (and demoralizing employees left to pick up the slack), savvy leaders work with employees to identify ways to increase output. They:

  • Focus on people and processes. Ensure the right people are in the right roles best suited for their strengths and abilities.
  • Inventory routines and workflow. Examine the “why” and effort of each process. Categorize and verify alignment with goals/mission. Identify obstacles, gaps, and redundancies.
  • Remove obstacles. This includes the organizational drag created by bureaucracy or complex organizational structures that (no longer) align with operations or real sources of value.
  • Inspire and motivate. Support autonomy and accountability. Recognize efforts, illustrate how they align with goals and mission, and celebrate small and large victories.  

Our path to a speedy recovery requires a productivity mindset, at all levels within an organization. Most managers know more about collaboration, communication, decision-making and strategic planning than ever before. But managing through a business recovery creates additional pressure: how to increase output in the wake of a crisis.

Highly productive teams and business units develop and commit to:

  • A common purpose: team members shape their common purpose. They understand how their individual and collective actions create value for their clients, the organization, their team, and individually.
  • SMART goals: team goals link to their common purpose, and benchmark achievements are recognized throughout the process to energize performance.  
  • Trust in processes: appreciation of diverse skills, mutual accountability, and access to the resources required to reach goals and build continued commitment.

Trust is created and nurtured with ongoing dialog, honest feedback, and follow-up. This can be a challenge if processes are changing, new teams are forming, and/or team members have shifted to virtual or remote work.

Most of our communication is non-verbal and relies on visual cues. When new team members are from different business units, or even different cultures, strong communication is even more important. Building cohesiveness, commitment to a shared purpose, and trust is critical.

Engage Your Teams

Prepare for the conversation. During a virtual team meeting, explain that you will be sending a confidential email survey of three questions to each member of your team.

Create your survey. Consider using a spreadsheet where you can compile the results, or use a program like SurveyMonkey, where responses can remain anonymous. Your questions should include:

  • On a scale of 1 to 10, how well are we working together as a team?
  • On a scale of 1 to 10, how well do we need to be working together as a team?
  • If you could change two key behaviors to help us close the gap between where we are and where we want to be, which two behaviors should we all try to change?”

Compile the data and calculate the averages for numbers one and two. The “average” team member believes that his/her team is currently at a “5.8" level of effectiveness, but needs to be at an “8.7.”

For question three, notice if there are any themes, and how they align with productivity, goals, purpose, and mission. Prioritize the suggested behavior changes. Which are the two most important?

At your next team meeting, share the scores, suggested behaviors, and the two behaviors you would like the team members to adopt (and why, linking to mission, purpose, and goals.) In addition, ask each team member to choose two behaviors for personal change, to track their progress, and share their results in follow up meetings.

When team members commit to this type of accountability, they focus on their own behaviors. When people are working together toward a common goal, trust and commitment follow. Productivity improves.

Best Practices of Highly Productive Leaders

As a leader, what are you doing to boost your own productivity?

For some leaders, the response is, “productivity of what?” The deeper question becomes, “Do we really want to return to business as before, or, do we want to use this opportunity to pivot?”

This is their time to examine what it is they want to do, and what systems they need in place to complete their objective.

Highly productive leaders develop strategies to think more clearly and achieve greater results. This begins with a clarity and understanding of your values and purpose.

Take a few minutes, consider these questions, and write out your answers:

  • How is your current role tied to your values and purpose?
  • What about the products or services your organization provides?

Whenever you engage with a coworker, client, or business associate, be mindful of your values and purpose. When faced with difficulties, these will be easier to recall.

Update your strengths inventory. Make note of the strengths you have improved:

  • What have you learned?
  • How were you able to do this?

Odds are, overcoming complex, challenging situations allowed you to grow.

Highly productive leaders focus on small victories. They climb huge mountains, one small step at a time. They keep their footing by pausing periodically, acknowledging what they have accomplished, before they resume their ascent.

If you lose your footing, don’t beat yourself up. Choose self-compassion. This not only boosts your well-being and productivity, it helps you build empathy and compassion for others.

Practice positivity. Acknowledge difficulties, barriers, and suffering, and find ways to recharge yourself. Separate fact from fiction, focus on the good, and cultivate gratitude. This is your best practice as a highly productive leader.

Tough Times, Wise Decisions May 2020, Content for Coaches and Consultants

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In a time when “flattening the curve” requires universal participation, when, how, and who to re-open requires tough decisions. Wise business leadership is needed more than ever before.

There’s no shortage of talks, posts, or tweets on our need for wise, capable leaders who pursue the common good; who balance big-picture thinking with next-step management. But predicting outcomes becomes much more complex as systems and people interact in unexpected ways.

We need our leaders to do the right things, in the right way, against the right time frame. The real stand outs can navigate intrinsically complex circumstances, make smart decisions, and inspire others to do the same.

Two challenges commonly surface in complex circumstances: unintended consequences and difficulties in making sense of a situation. Unfortunately, many leaders tend to overestimate the amount of information they can process: humans have cognitive limits. More than ever, leaders need input from others to grasp complexities and determine how they affect other parts of the system.

A leader must be able to keep the big picture in clear view, while attending to all of the small executions that will lead to the right outcomes. They need wisdom.

Wise Leadership Defined

Socrates believed that wisdom is a virtue, acquired by hard work: experience, error, intuition, detachment and critical thinking; and that the truly wise recognize their own limits of knowledge.

Wisdom is also a paradox: based partly on knowledge, shaped by uncertainty; action and inaction; emotion and detachment. Wise leadership reconciles seeming contradictions as part of the process of wisdom, for wisdom is a process.

“Wisdom is not just about maximizing one’s own or someone else’s self-interest, but about balancing various self-interests with the interests of others and of other aspects of the context in which one lives, such as one’s city or country or environment or even God.” ~ Robert J. Sternberg, Wisdom, Intelligence, and Creativity Synthesized (Cambridge University Press, 2007)

Wise leadership is a combination of elements, including intelligence, self-awareness, acknowledgement of personal limitations, humility, patience, and emotional resilience. To put it in the simplest terms, wise leadership is the ability to think and act using knowledge, experience and understanding, to make good decisions.

According to Sternberg, “leaders are much more likely to fail because they are unwise or unethical than because they lack knowledge of general intelligence.”

Six Abilities

Professors Ikujiro Nonaka and Hirotaka Takeuchi shared their research on the six abilities of wise leaders in the Harvard Business Review article, “The Big Idea: The Wise Leader.” They found that it isn’t just uncertainty that challenges leaders, rather, it’s leading people to adhere to values and ethics. They point to six essential abilities:

  • In complex situations, wise leaders quickly perceive the true nature of the reality; the underlying issues for people, things, and events taking place now, and projections for future consequences. Their explicit and tacit knowledge (honed by a love for learning), perspective (broadened by open-mindedness and their habit of asking “why?”), and creativity allows them to envision a future before jumping to decisions.
  • Wise leaders practice moral discernment: they make decisions about what is good for the organization and society, and act on it. They strengthen their discernment with:
    • Experience (especially facing adversity and overcoming failure)
    • Adherence to values/ethics (self-awareness of values and ethics, which are modeled in business and organizations)
    • Pursuit of excellence (not to be confused with perfection) 
    • Learning (a breadth and depth of subjects, including history, philosophy, literature, and fine arts.)
  • They enable symbiotic learning by providing opportunities to interact closely with—and between—others; wise leaders develop relationships, and the spaces to nurture them. Today, that may mean more virtual meetings and the development of new groups, teams, and networks, as well as technology skills.
  • Wise leaders use applicable metaphors and stories to communicate their experience and understanding into tacit knowledge that all can understand. Great stories describe relationships (between people, places, times, or things). They don’t have to be long, but the right story, at the right time, can call others to take right action.
  • They nurture wisdom in others through mentoring, apprenticeship, and distributed leadership. Mentoring focuses on learning to achieve competence, proficiency, skill, know-how and wisdom. Apprenticeship focuses on sharing experiences, contexts, and time.
  • Wise leaders bring people together and inspire them to take action. They understand and consider differing points of view, emotions, needs, and the element of timing. Wise leaders embrace the paradoxes of life; they refrain from either/or thinking, and cultivate a both/and mindset.

The Process for Tough Decisions

Simple systems are extremely predictable and require few interactions or interventions. And while complicated systems have many moving parts, their operations are predictable; there are clear patterns. Complex systems may operate in patterned ways, but their interactions are continually changing.

Wise leaders continuously assess and adjust for new data, as well as all of the possible consequences of a change:

  • Identify subject matter experts and resources. A wise leader relies on data, but also ensures that the right questions are being asked, to (and by) the right experts.
  • Collect accurate, verifiable, and reliable information. Recognize interests, goals, and values to create context for the data.
  • Evaluate and annotate findings. While you may be tempted to discard information that may be unreliable, incomplete, biased, etc., save the information with notations for future reference.
  • Create time and space to reflect on the information. Examine it with your mind, gut, and heart, by asking yourself:
    • “What is socially just?”
    • “Who stands to benefit the most?”
    • “Who is most at risk?”
    • “How will this impact the future?”
    • “What are the impacts today?”
    • “What is the right thing to do, right now?”

Sometimes, taking more time before acting is the wisest thing to do. To be sure, action is important. But give yourself time to embrace the elements that make you wise, as well as the paradoxes:

  • Recognize your limits, and ask for help when needed. Act with humility and courage.
  • Acknowledge feelings, practice temperance in expression, and strengthen your emotional resilience.
  • Allow time and space for others, as well as self. Be patient, forgiving, and show mercy.
  • Practice compassion and fairness. View situations as they are, with a dispassionate, clear eye of human nature.
  • Demonstrate your ability to cope with adversity: be brave, persistent, and act with integrity.
  • Embrace ambiguity, practice gratitude, and cultivate hope that more shall be revealed.

The Wisdom of the Crowd

If you have wise subject matter experts, research indicates that their aggregate knowledge will exceed the knowledge of any one individual expert. But there’s a caveat: diversity and process.

As researchers from Duke University found, averaging cancels error when the crowd wisdom is based on two factors:

  • Diversity: your subject matter experts should bring diverse perspectives. For example, one expert may focus on short-term goals, and the other on long-term goals.
  • Process: your subject matter experts should not be influenced by others before sharing their findings.

When making decisions, you’ll also need to decide how much weight you give to their wisdom, as well as yours. This also comes in to play when you can’t find enough qualified subject matter experts, or when there simply isn’t a model or path to follow. That’s when wise leadership is put to the test.

In highly complex systems, when there is information overload or not enough pertinent data and analysis, how do you make high-stakes decisions?

In October 2019, Harvard Business Review author Laura Huang published an interesting article on the topic. According to Huang, it’s important to recognize two factors: what is the level of unknowability, and what is the context.

When there is just not enough information (when the level of unknowability is high), and, when there is not a proven model or schema (when there is not a map or context), you’ll need to use your inner wisdom.

Wisdom of the Inner Crowd

Researchers recently shared their findings on how the wisdom of the inner crowd can boost accuracy of confidence judgments.

“Analytical and simulation results show that irrespective of the type of item, averaging consistently improves confidence judgments, but maximizing is risky…our results suggest that averaging—due to its robustness—should be the default strategy to harness one’s conflicting confidence judgments.” ~ Litvinova, A., Herzog, S. M., Kall, A. A., Pleskac, T. J., & Hertwig, R. “How the ‘wisdom of the crowd’ can boost accuracy of confidence judgments,” Decision, February 2020

These finding suggest that similar to the wisdom of the crowd, averaging yields better results. Of course, navigating through a pandemic is new for most leaders. But, wise leaders are keen observers, have learned how to recognize patterns, and rely on mental models. They challenge themselves to make tough appraisals and learn from the consequences. When it comes time to reflect on the information they’ve gathered and analyzed, they apply the wisdom of the inner crowd.

Wise Leadership and Emodiversity

Are you experiencing brain fog? Or, maybe it’s a combination of brain fog, pierced by a wide range of emotions. This is no surprise; stress can wreak havoc on our cognition and emotions. But take heart: wise leaders benefit from emodiversity.

In the May 2019 issue of the Journal of Experimental Psychology, researchers published their findings on emotions and wise reasoning. In the past, theories suggested that the downregulation of emotion may lead to better decision making. But new research finds that recognizing and balancing emotions stimulates insights, and better reasoning.

Emotional awareness is key. Knowing what you feel, and how often you experience the feeling, may be more effective than knowing why.

A Wise Leadership Journal

If you aren’t already, keep a journal. Give yourself permission to write your thoughts and feelings for a minimum of five minutes, without any editing: no grammar, spelling, or content corrections. Allow yourself to go longer, if needed.

A journal will also allow you to track your inner crowd. As Dan Ciampa wrote in Harvard Business Review, “The More Senior Your Job Title, the More You Need to Keep a Journal” (July, 2017), learning what is important and what lessons should be learned happens after the fact. It allows for more meaningful, and productive, exploration of alternative solutions.

The Balance of Positive and Negative Emotions

Wise leaders understand that both positive and negative emotions work in the decision making process. Positive emotions open us; they expand our social, physical and cognitive resources. Negative emotions serve to limit our thoughts and behaviors; they help us to focus and act more decisively in times of stress or crisis. But an imbalance can sap our energy and lead to brain fog.

Research conducted by organizational psychologist Marcial Losada, PhD, along with psychologist Barbara Fredrickson, PhD, finds that a 3:1 positivity-to-negativity ratio is ideal for optimal functioning. Wise leaders track their ratio, and when needed, increase positive moments.

To reduce the impact of negative moments, practice mindfulness meditation; observe your thoughts without judgment. If you are getting caught up in negative thinking, try these tips suggested in Fredrickson’s book, Positivity: Groundbreaking Research Reveals How to Embrace the Hidden Strength of Positive Emotions, Overcome Negativity and Thrive(Crown Archetype, 2009):

  1. Recognize and counter negative thinking habits (always/never, most/least, internal/external).
  2. Distract yourself from rumination.
  3. Practice mindfulness (observe without judgment).
  4. Limit your exposure to bad news streams.
  5. Avoid gossip and sarcasm, and increase positive feedback to others.
  6. Practice gratitude, and smile more.

Wise leadership envisions the best possible future for everyone. As Stephen S. Hall writes in Wisdom (Random House, 2010),

“In an age of reason, thought will seem like wisdom’s most esteemed companion. In an age of sentiment, emotion will seem like the wisest guide. But when human survival is paramount, social practicality and science are likelier to lead us through to better times.”

How to Cultivate Realistic Hope

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In times of uncertainty, we often turn to the news media, leaders, and experts for answers. Conflicting reports weaken our trust, creating more uncertainty. As more bad news continues to stream in, we turn away.

To distract ourselves from intrusive ruminations, nagging guilt, loss, and trauma, we seek relief. Many of us use distraction techniques: we focus our attention for two minutes on a pleasant memory, image, or even a focus on our breath.

However, some of our distraction behaviors do more harm than good. Often impulsive (and sometimes compulsive) we develop binging behaviors to numb us from our thoughts and feelings. Such behaviors include activities like binge-watching series, compulsive-eating/drinking, or worse. These behaviors further separate us from others, and any real sense of hope.

Instead, we need to ease our emotional pain and prevent the problem from becoming worse. We need to cultivate realistic hope.

Realistic Hope

Realistic hope is not based on the perspective that everything was, is, or will be fine. To the contrary, hope is about a breadth of perspective with real, specific possibilities that call us to action.  

In Hope in the Dark: Untold Histories, Wild Possibilities (Haymarket Books, 2020), Rebecca Solnit writes: “Hope is not a sunny, everything-is-getting-better narrative, though it may be a counter to the everything-is-getting-worse narrative. You could call it an account of complexities and uncertainties, with openings.”

Unrealistic Optimism

Unrealistic optimism, or false hope, is not based on critical thinking. To be sure, there are benefits of being optimistic, but optimism without any real basis or plan to support it is a hollow promise; it is not the same as realistic hope. False hope is not clearly linked to realistic planning for the future.

Hopeful People

Hopeful people understand that what they do matters, even if they do not know how it will matter, or for whom. In times of uncertainty, they embrace the unknown and the space it creates to shape the outcome, individually and collectively. Hopeful people recognize uncertainty, think of new pathways around obstacles, and take action.

Recognize Your Loss, and Arrest Despair

In a time of social-distancing, physical-distancing, isolation, and quarantine, we are at greater risk of loneliness, which has serious implications.

We are wired with a fundamental need to connect with and feel accepted by others. This can explain why some of us are willing to risk the suggested guidelines, rules, and even laws regarding “stay-at-home.” When social-distancing interrupts this need from being met (because of lack of opportunities to maintain or create supportive relationships), it can have a powerful and detrimental effect on our physical and psychological health: loneliness, loss, and despair.

Researchers Louise C. Hawkley, PhD and John T. Cacioppos, PhD, describe loneliness as a distressing feeling equivalent to physical pain. Their study, published in 2010, found that left untended, loneliness has serious consequences for cognition, emotion, behavior, and physical health. Loneliness can even shorten our life expectancy.

Understand Despair

In psychology, despair is the feeling of hopelessness: that things are profoundly wrong and will not change for the better. Despair is one of the most negative and destructive of human affects. During difficult times, despair is common.

Typically, despair dissipates over time as a crisis is resolved. But when a crisis goes on for an extended period of time and despair doesn’t dissipate, it becomes chronic: it impairs our functioning and quality of life. When such despair is profound—when we feel existentially helpless, powerless, and pessimistic about the future—we may be experiencing clinical despair: we feel hopeless about life and the future.

Arrest Despair

Viktor Frankl, an existential psychiatrist and concentration camp survivor, described despair as meaningless suffering, and created a simple formula to identify it: despair equals suffering without meaning: D=S-M. Finding meaning can arrest despair.

For example, recognizing self-defeating behavior and taking steps to correct the behavior can create meaning. Similarly, when clinical despair stems from undiagnosed clinical depression or bipolar disorder, the meaning (or reason) for suffering is identified. Of course, in either example, when despair persists despite treatment, additional support is required.

As C.G. Jung once said, "We cannot change anything unless we accept it."

If we are ignoring, or denying our loneliness, sadness, anxiety, or despair, we are cutting off our true selves, and drifting toward clinical despair and depression. Instead, we must recognize feelings and loss: our circumstances, thoughts, and feelings. This often requires great courage. And you don’t have to do it alone. A qualified coach, social worker, therapist, or doctor can help, and many are now available for video or virtual sessions.

Clinging to false hope, which may serve the valuable purpose of survival for a period of time, ultimately prevents moving past the despair of trauma. Instead, cultivate realistic hope.

How to Cultivate Realistic Hope

In these difficult times, it’s no easy task to balance the reality of the fear, anxiety, and suffering that is occurring, and simultaneously cultivate realistic hope. How do they stay so grounded?

Authors Angela Wilkinson, PhD, and Betty Sue Flowers, PhD write in Realistic Hope: Facing Global Challenges (Amsterdam University Press, 2018) that hope is possible because of our evolved, functioning brain (the frontal cortex communicating with the sub-cortical regions), a perspective or belief about possibility (a space for potential fundamental change and social progress) and a focus on the benefit to public and private good.

As C.R. Snyder writes in The Psychology of Hope: You Can Get There from Here (FreePress 2010), “Hope is the sum of the mental willpower and waypower that you have for your goals.”

Willpower: In this sense, your willpower is your driving force; it is your mental energy that will propel you toward your goal. It is your determination and commitment: your grit. Often times, your willpower is the story you tell yourself, about yourself: your self-talk. A strong willpower sounds like, “I can,” or “I got this,” or even, “let’s try this.” People with a strong willpower are willful: they focus on what they will do, rather than what they won’t do.

To maintain your willpower, pay attention to your self-care. Establish and maintain new routines that foster positive energy and cultivate realistic hope.

Waypower: Your waypower is the course you will take; it is your mental capacity that you will use to reach your goal. Your waypower allows you to adapt and adjust as necessary; in essence, it is your perception of your ability to create thoughtful, flexible, and realistic plans.

If you want to cultivate realistic hope, you need an objective framework of the problem. Expert opinions are critical: unbiased and relevant, in breadth as well as depth.  Empathy and dialog are key to gain perspective.

Second, you need to vision alternative futures, or scenarios, to develop a vision for the future, or goals. Accurate data, analysis, and modeling over time make it realistic.

Goals: Your goals are the outcome that you imagine. Knowing exactly what you want to achieve, and how long it will take, keeps you motivated. Establish smart goals and contingency plans (if/then planning) to maintain momentum. 

Act With Realistic Hope

We are in the midst of a grand transition, facing problems without borders and governments without solutions. But, the good news is that there are efforts underway that offer realistic hope: solutions can be found. In many cases, those involved in finding solutions are international entities, ad hoc groups, non-governmental organizations and individuals. These individuals cultivate realistic hope.

Hopeful people recognize the challenges, their purpose, and a time horizon. They commit to act and complete the process, over and over again. As our knowledge expands, as new stakeholders emerge, and as mind-sets change, the framing of the problems will also change, and relevant scenarios will need modification. Together, we can do this.

What do you think? What are you doing to cultivate realistic hope? What steps are you taking to act with realistic hope?  I’d love to hear from you.

Leadership in the Time of Disruption

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In the past decade, we’ve seen remarkable innovations and extraordinary technological advancements change the way we live, play, and conduct business.

Today, anyone with a smartphone has access to general artificial intelligence. We can easily manage everyday tasks (Google Assistant), send money (Venmo), travel about town (autonomous taxis in some U.S. cities), and answer our doors—from anywhere (Ring).

In the world of sports, racing sailboats have gone from large, single wooden hulls to aerodynamic vessels of flight. Their once canvas sails are now wings that carry the team on two or three small hydro-foils faster than the speed of wind.

Simulators and virtual reality are now a part of learning and training. Organizations have become data-driven cultures, led by Chief Data Officers, who work with data scientists and computers that process hundreds of hypothetical questions and answers.

And incredibly, we’re just getting started.

The most notable innovations are the direct result of disruptors: leaders who changed the game. They transformed existing markets (or created new ones) by focusing on convenience, simplicity, accessibility, or affordability. Disruptive leaders learned to innovate more quickly, cheaply, and with less risk. But this is no easy feat, especially in today’s accelerated environment. For many, disruption causes anxiety, fear, and leads to disruption fatigue.

Ignoring the problem, or worse, feeding the fear, are not real solutions. Leadership in the time of disruption calls for a two-prong approach: improving current product performance and developing new disruptive technology.

In many cases, starting, re-tooling, and scaling a business is easier than ever before. But achieving and maintaining success is another matter. While rapid innovation and new technologies allow for faster speed to market, there are considerable risks and impacts.

Leadership in a time of disruption calls for an examination of mission and vision. It requires a clear understanding of current, as well as potential future disruptors. To succeed, leaders, executives, and managers must lead with careful consideration and mindful intention.  

The Great Paradox

While disruptors are innovators, not all innovators are disruptors. Disruption changes how we think, behave, do business, learn, and live life. Disruptive innovation displaces an existing market, industry, or technology, and produces something new, more efficient, and worthwhile.

Researcher, professor, and author Clayton Christiansen described disruptive innovation as a corporate effort to redefine quality, adopt new technologies, and anticipate customers’ future needs. To put it simply, instead of trying to best their competitors, disruptors change the game.

In The Innovator’s Dilemma: When New Technologies Cause Great Firms to Fail(Harvard Business Review Press, 2016), Christiansen shares his research on success sustainability, and the great paradox of two principles taught in business schools: that you should always listen to and respond to the needs of your best customers, and that you should focus on investments of those innovations that promise the highest returns. But according to Christianson, these two principles “sow the seeds of every successful company’s ultimate demise.”

Most sustaining technologies foster improved product performance; they are discontinuous, radical, or incremental, explains Christiansen. Disruptive technologies result in worse product performance—at least in the near-term; they underperform established products in mainstream markets. But, they have other features that a few fringe (and generally new) customers value.

Are we burned-out on the hype?

The word “disruptive” evokes memories of school children unable to self-soothe or stabilize feelings, passionate entrepreneurs sharing their vision, and bosses who are feeling the pressure from their bosses or shareholders.

In an interview with The Guardian, Georgia Institute of Technology Professor Ian Bogost shared with Leigh Alexander, “The big difference between even disruptive innovation and plain disruption is that the former was focused on some improvement to a product or service or sector or community, while the latter is looking first at what it can destroy. Everything is fire and brimstone.”

When Christiansen first used the phrase “disruptive innovation” it evoked possibility, excitement, and hope. Today it signals uncertainty and change. Leadership in the time of disruption requires that leaders address fear, before it takes hold.

When Fear Takes Hold

A fear-based culture is not always easy to spot, at least at first. Indicators to watch for include:

  1. Workers overly focus on daily goals.
  2. Supervisors overly focus on results, infractions, and order
  3. Problems are ignored
  4. Communication is via rumor
  5. Uncertainty and suspicion are status-quo
  6. Stress and illness are common
  7. The blame game (and CYA) run rampant
  8. Collaboration does not exist
  9. Advancement is rare
  10. Team-players are identified by their willingness to support the culture of fear
  11. Mistakes are not tolerated

Certainly, a healthy level of fear is vital for individuals and organizations. However, leaders contribute to a culture of fear by doing nothing; unfortunately, these leaders are often unaware that their leadership is fear-based. Instead of trusting (and inspiring) their colleagues and employees, they employ fear as a means to control. These leaders also create silos within their organization (isolating lines of business, departments, teams, and individuals) and set unrealistic goals and expectations.

Fear-based leaders may have good intentions, but when their own fears are left unaddressed, they manifest into a heightened sense of urgency.

In a recent HBR article, researchers examined what happens when leaders and organizations emphasize urgent action over thoughtful consideration.

In the study, Research: Organizations That Move Fast Really Do Break Things, (HBR 2020), a “move fast and break things” attitude exposes fast-growing organizations to significant risks. Psychologists refer to this tendency as “locomotion goal pursuit.” Organizations who emphasize urgent action over thoughtful consideration are more likely to have unethical decision making.

The researchers found that by offsetting a strong locomotion motivation with a strong assessment motivation, an organization can grow conscientiously.

What Great Leaders Do in Disruptive Times

We’ve moved past the industrial age to the information age, where data, blockchain, and quantum computers may prove to be the great disruptors in every economy, sector, segment, and industry. Understanding the basics of these technologies can help leaders address fears and engage all stakeholders in the development of strategies and tactics for sustainable technologies and disruptive innovations.

Examine your assumptions. What do you know about disruptive innovation? What do your employees know? Here are just a few topics to consider:

Data: Facebook, Google and Twitter now collect 5.6 billion bits of data per day. And in just the first three weeks of February 2020, HBR published 11 articles on the subject of data. How are you using data? Do your employees understand how their data is being collected and used?

Blockchain: a growing list of records that are linked using cryptography. Each block contains a cryptographic hash of the previous block, a timestamp, and transaction data. The data in any given block cannot be altered retroactively without alteration of all subsequent blocks, which requires consensus of the network majority. Reuters has created a graphic of this process.

Quantum computers:  a handful of companies have introduced prototype quantum computers. The fundamental component is the quantum bit, or qubit, which can have a value of 0 or 1 at the same time. This allows quantum computers to consider and evaluate many outcomes simultaneously, thereby increasing their calculating power exponentially.

Mission, Values, and a Triple-Bottom Line

Review your mission, values, and understanding of a Triple-Bottom Line.

Twenty-five years ago, John Elkington coined the phrase “Triple Bottom Line.” In 2018, he pointed out the misuse as an accounting framework, where profit remains center stage. In the HBR articleElkington explains, “The TBL wasn’t designed to be just an accounting tool. It was supposed to provoke deeper thinking about capitalism and its future, but many early adopters understood the concept as a balancing act, adopting a trade-off mentality.” The goal of the triple bottom line was to transform a system change; a disruptor to unsustainable sectors and a genetic code for next-generation market solutions. 

Rather than re-distribute wealth, could we pre-distribute it? Could we democratize the way that wealth gets created in the first place? These are just two of the questions Don Tapscott posed in a TEDTalk. “Technology doesn’t create prosperity, people do. But here’s where technology has escaped out of the genie bottle. It’s giving us another opportunity to rewrite the economic power grid and the old order of things, and to solve some of the world’s most difficult problems, if we will it.”

Disruptive Times Call for Compassion, Learning, and Conversations

Fear of overwhelm keeps us from recognizing the feelings (and existence) of others, and often, even our own fears. Ironically, the key to overwhelm is an ongoing practice of compassion.

Practice compassion: Mindfulness teacher Tara Brach, PhD, has developed a great tool leaders can use to practice compassion daily. In her book, Radical Compassion: Learning to Love Yourself and Your World with the Practice of RAIN (Viking, 2019) Brach details a four-step meditation that quickly breaks the grip of fear, judgment, shame, and other difficult emotions:

  1. Recognize what is happening
  2. Allow life to be just as it is
  3. Investigate with a gentle, curious attention
  4. Nurture with loving presence

Grounded in modern brain science, the practice of RAIN helps leaders uncover limiting beliefs, fears, and our tendency to feed a sense of urgency that chokes our creativity.

Support learning: Learning and development is more than teaching employees the knowledge they need to perform the basic requirements of their job, rather, it encompasses a broader process to increase skills and abilities across a variety of contexts.

According to a 2019 employee survey reported by Statista, the top five skills employees need to develop are influencing and negotiating (46%), having difficult conversations, design thinking, leading and managing change, and coaching.

Likewise, effective leaders pursue personal and professional development opportunities to improve their competence, self-awareness, and other-relatedness. They grow in ways that are transformative, not just transactional.

Have the conversations: Recognize and acknowledge fear and uncertainty.

In the recent Oscar winning movie, American Factory, documentary film makers take a thoughtful look at how a Chinese billionaire opened a factory in an abandoned General Motors plant located in Ohio. It is a deeply nuanced view of globalization, the decline of labor and organized labor, and the impact of artificial intelligence through automation. And your employees are talking about it.

Are you engaging in these conversations? How?

Despite all the advances in technology and innovation, organizations succeed because of people.

As USA sailing team skipper Rome Kirby says, “Stuff happens at a pretty high speed. The pace of the game now has changed a lot, so we got to make decisions and communicate at a pretty high pace…when you get it right, and sail well, it’s the team that wins the race.”

That’s why CEO and helmsman Nathan Outteridge brings home the gold medals. He and some of his team mates have sailed together for as much as ten years. According to Outteridge, “The F50 is a one-designed boat, so all the foils, all the rudders, all the wings, everything is the same. The only reason one boat goes faster than another is because of what the people onboard are doing…if each person doesn’t do their role properly, performance suffers.”

Remember: your communications should be logical and consistent with facts and experience. To understand nuances, explore both sides of the coin. While you want to strike an emotional chord, avoid using fear. Instead, address the interest of all stakeholders. A qualified executive coach can help.

The Matter of Likeability

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Navigating the lightning-pace of the 21st Century is not always an easy task, even with technological advances. Those who excel are skilled in decision making, forming emotional bonds, and influencing others. It often comes down to a matter of likeability.

Peruse any book store and you can find a plethora of titles encouraging us to care less about what others think; to not give a [email protected]#$. This recent trend reveals our vulnerability to conforming, people pleasing, and lacking healthy boundaries. But the truth is, likeable people cultivate skills that support, encourage, and unite others, often toward common goals.

New research published in The Economic Journal finds that likeability is an influencing factor in interactions between women, as well as interactions between men and women, but not in all-male interactions. The researchers conducted experiments where participants rated the likeability of other participants, based on photographs.

Likeability is more than a display of niceness, agreement, or even our looks. And, likeability can be learned, practiced, and improved. It requires great self-awareness, self-care, and people-skills.

What is Likeability?

Likeability is the combination of who, how and why: who we are (our personality and physical traits), how we interact with others (our social skills), and why—our motivations.

  • Traits: a characteristic
    • Personality/Character traits
      • Sense of humor
      • Open-minded
    • Physical Traits
      • Facial features
  • Skills
    • Ability to listen well
    • Ability to express empathy
    • Self-awareness
    • Knowledge
  • Attitudes
    • Positivity
    • Beliefs
    • Values
  • Behaviors
    • Tone in communication
    • Credibility

Your credibility is a critical factor in your likeability. According to marketing expert Rohit Bhargava, author of Likeonomics: The Unexpected Truth Behind Earning Trust, Influencing Behavior, and Inspiring Action (Wiley, 2012), “People decide who to trust, what advice to heed, and which individuals to forge personal or transactional relationships with based on a simple metric of believability.”

Likeability is the congruence of values, attitudes and behaviors; it is proportional to your authenticity to self.

How Likeable Are You?

We like people who we find interesting, familiar, trustworthy, positive, non-judgmental, and authentic, who are interested in us and with whom we have similarities. To be sure, how we perceive others is our reality, and vice-versa: how others perceive us is their reality. Nonetheless, likeability does matter.

Subconsciously, we measure likeability by:

  • Friendliness
  • Interesting/Interested
  • Familiarity
  • Similarity (experiences, values, beliefs, physical attributes)
  • Positivity
  • Open-minded/non-judgmental
  • Authenticity/vulnerability

But what about those differences in values?

In 2017, the Pew Research Center published an article on the traits or characteristics of men and women valued most by (American) society. Surveyed respondents indicated honesty/morality as number one for men (33%), and physical attractiveness for women (35%). Also included in the list were:

Two questions arise from this survey:

  1. Is there a difference between what the individual values, and what they perceive is valued by society?
  2. Considering the aforementioned research published in The Economic Journal, how do we gauge honesty/morality based on a photograph, or physical attributes?

To be sure, our values, and differences in values, influence likeability. Scientific research has yet to identify exactly how much. We do know that likeability is the combination of characteristics including, (but not limited to) interest, empathy, and genuineness. Ultimately, likeability is defined and determined by the criteria of others.

"People will forget what you said and what you did, but they will never forget how you made them feel." ~ Maya Angelou

How to Improve Your Likeability at Work

The best co-workers are those who are trustworthy, empathic, and connect with us. They demonstrate social sensitivity: they pick up on cues, maintain healthy boundaries, and connect on a deep level. They are competent, genuine, and likeable people.

Similarly, likeable leaders impress us with special qualities, many of which involve good looks, charm, communication skills, and a leadership “aura.”  But as Michelle Tillis Lederman wrote in The 11 Laws of Likeability(AMACOM, 2011), “The worst thing anyone can do when trying to establish a personal bond with someone is to come across as manipulative or self-serving.”

We seek to be led by those who look like us (or what we think we should ideally look like), with similar values and a shared vision. This psychological drive is called homophily. We also hope our leaders will have some positive differences from us; heterophyly. We want our leaders to be smarter, as well as more competent, visionary, and articulate, than we are. We believe this individual is like us at some basic level, but also capable of directing us to a place we couldn’t reach on our own.

Questions to Explore

To improve your likeability at work, ask yourself these questions, and then ask yourself “why”?

  • What stories do you tell yourself, about you, your family, your work? How we perceive others is our reality, and vice-versa: how others perceive us is their reality. If we remember that our perceptions are the map and not the territory, then we realize we can be flexible in changing our beliefs and considering alternatives.
  • What stories do you tell yourself about your strengths and weaknesses? When we see ourselves mastering skills and achieving goals that matter, we gain a sense of self-efficacy. This is the confidence that, if we learn and work hard in a particular area, we’ll succeed; and it’s this type of confidence that leads people to accept difficult challenges, and persist in the face of setbacks. This overlaps with self-esteem: a sense that we can cope with what’s going on in our lives, and that we have a right to be happy.
  • What are your values and beliefs? Do you consistently walk your talk? When a situation impinges on our deepest values, we often leap to a place of righteousness and passion. Preparation is key: know your boundaries, your strategies, and tactics, before you react.
  • What motivates you? While we may seek to satisfy our interests differently from others (theoretical, utilitarian, aesthetic, social, individualistic, and traditional or religious), everyone has four basic drives: to acquire, bond, learn, and defend. Recognize the drives behind your thoughts, attitudes, and behaviors.
  • What is your purpose? Do your values, beliefs, and motivations align with your purpose?

Work through these questions periodically to improve your self-awareness. A qualified executive coach can help you identify bias and blind spots. Learnability, adaptability and ongoing choices and actions (or lack thereof) have a considerable impact on your likeability. Improvement requires you to recognize your attitudes and behaviors, shift your mindset, and develop new behaviors.

Leader Insights Improve Innovation

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As a leader, are you known for your insights?

Consider this: In January 2018, the World Economic Outlook (WEO) reported the broadest synchronized global growth upsurge since 2010, and estimated positive growth through 2020. But in December 2019, they reported the weakest pace since the financial crisis a decade ago. According to the WEO, “rising trade barriers and associated uncertainty weighed on business sentiment and activity globally.”

On January 20, 2020, they reported that despite prominent risks, “global growth may be bottoming out,” suggesting that we are on the cusp of great change. And while many leaders and organizations take a cautious, wait and see approach, great leaders recognize the opportunities for innovation. They think beyond adaptation, drive change, and make significant contributions that shape our future.

Leaders who are known for their insight identify fresh trends and actively prepare new products and services—before a need or problem is even identified. They instill an innovative mindset throughout their organization. Insightful leaders simultaneously improve efficiencies today, and prepare for the demands of tomorrow.

Innovation is not a choice. However, a lack of insight often results in a lack of innovation. Leader insights improve innovation.

Barriers to Insight

Insight is a process. Unfortunately, we often create barriers for insights to occur. We:

  • Over focus on risk management and compliance, and leave little room for creativity and insights.
  • Emphasize efficiency and effort on short-term goals, and discourage insight and innovation.
  • Set unrealistic deadlines that actually inhibit opportunities for insight.
  • Adopt a win-at-all-cost mentality that increases pressure and squelches opportunities for insight.
  • Fail to recognize our own bias, assumptions, blind spots, and leave questions unasked.
  • Fixate on the wrong problem(s) and dive into rabbit holes.

These barriers go beyond a leader and affect the entire culture. Of course, insight and innovation isn’t limited to leaders, executives, research and development personnel, or marketing departments. Cultures that are stuck in status-quo mode or strung-out in a quest for perfection become trapped and paralyzed.

Insight is a Process

The human brain is a marvelous machine, able to generate brilliant innovations seemingly out of thin air. And while intuitive thinking and insight can lead to innovation, they’re not the same. Intuition is the use of patterns already learned; insight is the discovery of new patterns. Unlike routine problem-solving, our insights aren’t conscious or deliberate.

In a November 2019 article for Psychology Today, Dr. Marty Nemko, PhD, describes the process as:

Raw Ingredients => Filtration => Fermentation => Evaluation

As a leader, you deal with a tremendous amount of those raw ingredients: data. It can be useful when appropriately analyzed, but in some cases may prove overwhelming and misleading. In Seeing What Others Don’t: The Remarkable Ways We Gain Insights (Public Affairs, First Trade Paper Edition, 2013), Gary A. Klein, PhD describes the process as:

  • New information joins what we already know, and sets the stage for discovery.
  • Our stories frame and organize the details.
  • Insights generate a new narrative: a set of beliefs that are more accurate, comprehensive, and useful.
  • Our insights change our perspective: how we understand, act, see, feel and desire.

Most importantly, insights change what we do next, and what we need to validate new ideas. Innovation is not just about finding a new product or service. Insights create solutions to customers’ problems—even the ones that aren’t yet clear or articulated. Start by asking these six questions:

  • What do underlying trends suggest about possible future states?
  • What would happen if some of these trends converged into a perfect storm?
  • Where is there a small, but growing, trend?
  • What can you learn from analogies and metaphors?
  • What similar situations have companies faced in the past?
  • What can you learn from others’ mistakes and history?

When insightful leaders recognize the need to change, they ensure their business is prepared to innovate, before it’s too late.

Improve Your Leader Insights

When we step back and painstakingly observe a problem, examine perspectives and context, reinterpret the familiar, become aware of unfamiliar and unseen relationships, and ask questions, we can improve our insights.

You can improve epiphany moments with a few key strategies:

  • Be Inquisitive: insightful leaders make a lot of “what if?” inquiries.
  • Make Human Connections: insightful leaders interact with people from diverse backgrounds to access new perspectives.
  • Notice and Observe: insightful leaders are always looking at the world with business radar to detect surprising solutions.
  • Play and Experiment: insightful leaders try new things, in new places, to expose themselves to new experiences.

Identify specific tactics to implement these strategies. For example, alter your environment by changing your office, reversing furniture and items on your desk, or working in a completely different setting. You can also prime your brain for epiphanies with exercise: endorphins trigger positive emotions and creativity, and distance changes perspective.

Try these tactics to improve your leader insights:

  • Mandate R&R for yourself: get ample sleep, take vacations, and disengage. Consider incorporating meditation into your daily routine.
  • Practice gratitude: think about the people, places, and things that bring you joy, and express your gratitude.
  • Daydream: periodically consider your long-range goals, assess your values, and develop plans.
  • Learn something new: start a new hobby, study a different culture, or delve into something completely unrelated to your past experiences.

New information and experiences prime your brain for insight and innovation. Interact with diverse people, ideas, and situations. As you stretch your comfort zone, you’ll expand your curiosity, think abstractly, and identify seemingly remote associations.

Consider working with a qualified executive coach to improve your insights. They can help you identify your assumptions, fixations, or limited perspectives that create barriers to insight.

Use Your Insight to Improve Innovations

Leader insights improve innovation in four distinct steps:

  • Identify opportunities.
  • Develop a framework: organize ideas into plans or pilot projects.
  • Test, assess, and if necessary, make changes.
  • Execute.

Each step requires an open mind, and that you learn from mistakes. Test your ideas, revise when necessary, and have persistence and patience to wait for results.

Identify Opportunities

“Statistics suggest that when customers complain, business owners and managers ought to get excited about it. The complaining customer represents a huge opportunity for more business.” ~ Zig Ziglar

This is the gathering step, when you need a beginner’s mind. Focus on the client, and what may be going on in their mind. This is a basic, three-step process:

  • Identify your target client.
  • Identify problems the client is struggling to solve today. Clarify how your client is using your product or service (it may be different than you think.) Ask your client what they are trying to accomplish.
  • Discover any signals that suggest the client is dissatisfied with the status quo.

Before you jump to solutions, ask “why?” five times in succession. This will help you identify assumptions, underlying issues, and help you get to the heart of the problem. Your “why” questions could be the form of “why?” or “why not?” After your five “why?” questions, move to “what if…?”

When you ask questions in context, using observation, listening, and empathy, you are likely to gain insights on client experiences, and opportunities for innovation.

Develop a Framework

While your idea doesn’t have to be perfect, it must deliver better solutions. Research how other leaders solved similar problems and develop your framework. Ensure that you include short- and long-term:

  • S.M.A.R.T. goals (specific, measurable, achievable, realistic, time-based)
  • Required resources
  • Anticipated revenues
  • S.W.O.T. Analysis (strengths, weaknesses, obstacles, threats)
  • Known (and unknown) assumptions
  • How the solution aligns with your values, mission, and purpose

And remember: most innovators point to failures as their greatest success. It is most likely that your first idea will lead to a better one.

Assess and Test Your Insights

“Innovation is seeing what everybody has seen and thinking what nobody has thought.” ~ Dr. Albert, Szent- Györgyi

Make no mistake, leader insights drive change. But improved innovations require resilience and persistence. Tests are the best way to learn about existing and new critical assumptions. You’ll know whether your idea works only after actual implementation.

Sharing and feedback are a critical part of this stage. Fortunately, it’s easier now than ever to get prototypes made and reviewed. As 3-D printing becomes widely available and affordable, this might become even easier and faster.

After test completion, analyze the results. Review your framework and make adjustments based on your learning. Re-test.

Start with a pilot project to minimize resources and maximize potential. Document everything, and remain open for feedback, new information, and adjustments. Remember that a balance between minimizing performance errors and maximizing the flow of ideas and opportunities for improvement will improve insights. If questions arise that can’t be answered, be honest.

Track information that can be used in training, marketing, and reporting. Prepare presentations for executives. Your presentation style and contents will influence your project’s acceptance or rejection, so be meticulous. Lead with “why”, and link to values, mission, and purpose. If necessary, seek help from presentation experts to ensure success.

Remember: Success is never guaranteed, no matter how hard you push or market your innovation. As Thomas Edison said, “Genius is one percent inspiration and 99 percent perspiration.” His greatest creation may have been his invention factory.

Edison’s lab was the world’s first R&D facility, generating more than 400 patents. Rather than focusing on one invention, one field of expertise, or one market, Edison created a setting that enabled his inventors to move easily in and out of separate pools of knowledge, to keep learning new ideas, and to use old ideas in novel situations. Their insights improved innovation.