Have you ever fallen into a power trap? You assign a project, and if quickly questioned, your first response is a cop-out version of "because I said so." I know I have, and it doesn't feel good. As a leader, I am not a micromanager. But, when faced with a demanding deadline, I must consciously remind myself to slow down and listen instead of resorting to authority or policies when questioned. Leadership is about selfless influence, not coercion. When you project authority, you get compliance. And evidence suggests it comes with a hidden cost. You also get disengagement, reduced organizational commitment, and resentment. Leadership influence can be an elusive skill to grasp. Follow these seven proven strategies to avoid getting leadership influence wrong. The cost of leadership coercion Coercion is an authoritarian leadership approach that uses positional power to control employees. This short clip from the movie Office Space offers a light-hearted look at how coercive leadership can manifest in the workplace. A lack of ability to inspire influence often results in desperate leaders relying on positional power to get work done. While coercive leadership can appear effective in the short term, it leads to severe personal and professional consequences. Evidence suggests that coercive leadership reduces: Organizational commitment Employee motivation Trust and respect Productivity and profitability Employee retention How to inspire and create leadership influence Influence is the ability to change followers' thoughts, feelings, or behaviors. When asked to change, followers have two basic questions. Can I do what is being asked? And do I want to do what I am being asked? The following strategies move beyond coercion Influence Strategy #1: Live in Balance Before you can create influence, you need to be living in balance . Research has demonstrated that when leaders feel exhausted or in psychological distress, they are more likely to rely on coercion. Achieving balance with self-care is an individual path. However, relationships, rest, and work environment significantly influence physical, mental, emotional, and spiritual health. It ultimately doesn't matter where you start, but that you do start. Influence Strategy #2: Be Authentic Be open about your values and beliefs. Leaders must be clear about what is important and spend time sharing with their followers. Those words aligned with the leader's actions create authenticity in the leader-follower relationship. It is essential to provide additional channels for open communications in addition to the usual one-to-one and open-door meetings. Share results, responsibilities, ideas, opportunities for improvement, company information, and expectations clearly with everyone. Influence Strategy #3: Be Trustworthy Set expectations about the importance of trusting each other. Trust is fundamental to relationships . Providing help to followers before it is asked is one-way leaders can role model the importance of trust. A widely accepted evidence-based understanding of trust is the perception of the leader's ability, purpose, integrity, and self-orientation. Ability – the skills, competencies, and characteristics within a specific area. Purpose – moral obligations and responsibility to demonstrate concern for others' interests. Integrity – the follow through on promises in a manner that is acceptable by others. Self-orientation - the ability to consider others' opinions, act with self-awareness, and lead with humility builds trust. Influence Strategy #4: Create Shared Purpose Instill a sense of purpose in the team. Leaders who emphasize the why of the work enable teams to persist and believe even when the work becomes difficult. Ask others why they chose to work here and what they valued about the company before joining. Follow up by checking in with them to see if this is what they have and are experiencing on the team. Here is an excellent explanation of the power of purpose ("why") by Simon Sinek. Influence Strategy #5: Make Moral Decisions The following are four ways leaders can demonstrate moral decision-making: Integrity – Being honest, acting consistently with principles, standing up for what is right, and keeping promises. Responsibility – Owning personal decisions, admitting mistakes, and showing concern for the common good. Forgiveness – Pursuing excellence and letting go of self and others' mistakes, focused on what is right versus only wrong. Compassion – Empathizing with others, empowering, actively caring for others, and committing to others' growth. Intelligence plus character—that is the goal of true education. Martin Luther King, Jr. Influence Strategy #6: Create Teamwork Embrace teamwork. Adopt an approach where each team player is a needed part of the overall team and important to the project's success. Establish a compelling direction for the team. Teamwork can not be inspired without an understanding of where the team is headed. Create a team structure that is aligned with your team's strategies and goals. Clarify team member roles and responsibilities. Reward and recognize behaviors that support teamwork. C ommunicate the importance of teamwork regularly. Here is a short TedEx presentation on the attributes of an ideal team player. Influence Strategy #7: Adopt An Appreciative Mindset Champion the best of what can be. Adopt an appreciative mindset . It is not about ignoring weaknesses; instead, it is about prioritizing and pursuing understanding, reinforcing, and leveraging the best of what can be. Leadership influence is enhanced when leaders recognize and advance ideas that leverage the best of what is within the team. Individuals and teams move in the direction that is repeatedly discussed, and questions are asked. The answer to enhancing leadership influence is not hiding in data but in the daily behavior patterns. What is the real challenge with enhancing your leadership influence? References: Byrne, A., Dionisi, A., Barling, J., Akers, A., Robertson, J., Lys, R., Wylie, J., & Dupré, K. (2014). The depleted leader: The influence of leaders' diminished psychological resources on leadership behaviors. The Leadership Quarterly, 25 (2), 344-357. Doolittle, J. (2023). Life-Changing Leadership Habits: 10 Proven Principles That Will Elevate People, Profit, and Purpose. Organizational Talent Consulting. Sosik, J., & Jung, D. (2018). Full range leadership development: Pathways for people, profit, and planet (2nd ed.). Routledge. Patterson, K., Grenny, J., Maxfield, D., McMillan, R., & Switzler, A. (2000). Influencer . McGraw-Hill Professional Publishing.

Building trust is increasingly challenging and vital for executive leadership teams. Distrust in society is breeding polarization. Evidence suggests less than a third of employees are willing to help, live near, or work alongside someone who disagrees with their point of view on things that matter. Trust is the currency of any business and holds a company together during change. CEOs and top management teams are expected to be visionary change catalysts. However, many leaders privately question whether it's possible to be considered trustworthy during change events, given the decline in employee confidence. The good news is that you can rebuild trust after it is broken, but only if you manage what you say and do well. Here are proven strategies to build high-quality trust-based relationships and a quiz to gauge your trustworthiness. Why executive leadership trust matters "The reliance on the character, ability, strength, or truth of someone or something." Merriam-Webster.com Numerous studies demonstrate that leadership is a critical determinant of successful organizations and change. Regardless of whether a change is department-specific or company-wide, it benefits from executive engagement. Executive leadership teams provide vision, establish strategy, prepare the corporate culture for change, and motivate employees to change. This is important because trust has been shown to mediate employee openness to change and, ultimately, the outcome of change. When trust is present, organizations navigate and manage change with improved outcomes. Change events heighten emotional responses, making communicating effectively challenging for the most skilled leaders. How to build trust with your communication A boss-subordinate relationship and transactional leadership style are not helpful when trying to build trust. The most effective leaders are transparent and vulnerable and demonstrate caring and respect for others. There are two common themes that emerge from the research on building trust; transparency and relationships. To communicate effectively, leaders need to understand the context and perspectives of others and avoid jumping to conclusions too quickly. In the book, Conversational Intelligence: How Great Leaders Build Trust and Get Extraordinary Results, Judith Glaser provides a helpful way to remember these attributes: T – Transparency R – Relationship U – Understanding S – Shared success T – Testing assumptions Establishing trust during change requires building rapport, inviting and responding to emotions, and explaining the change event clearly and concisely. Communications that create openness to change and build trust include: Communication Trust Builder #1: Vision The idealized goal for the organization to achieve in the future. Communication during change events should link to organizational values and provide enough detail so employees see the roadmap and benefits of the change. The goal is to create positive attitudes toward change and support for change. Communication Trust Builder #2: Energy Demonstrating personal excitement. An executive leader's positive emotions and mood are contagious. Research has shown that leadership communication that enables followers to experience positive emotions enhances happiness and well-being. In return, the improved positive emotions of followers increase employee motivation, cooperation, and support for change. Communication Trust Builder #3: Support Executive leaders demonstrate support by providing encouragement, reassurance, listening, and sharing feelings. Research has found that when individuals receive help, they are more receptive and willing to cooperate with change. How to be a trustworthy leader Trust takes place between two people and is earned. Successful businesses are built upon relationships. In his book Trust: The Social Virtues and the Creation of Prosperity, Francis Fukuyama presented that business would not be productive without trust. The International Coaching Federation has identified six behaviors essential for building trust-based relationships: Show genuine concern for the other person's welfare and future. Continuously demonstrate personal integrity, honesty, and sincerity. Establish clear agreements and keep promises. Demonstrate respect for other's perceptions, learning styles, and personal being. Provide ongoing support for and champion new behaviors and actions, including risk-taking and fear of failure. Ask permission to coach others in sensitive, new areas. Leadership trustworthiness comes from four essential attributes of the leader: Leadership Trustworthiness Attribute #1: Credibility Credibility is the most frequently achieved attribute of trustworthiness. However, having the title of leader does not always equate to being perceived as credible. Credibility has rational and emotional aspects related to an individual's expertise and personal presence . Leadership Trustworthiness Attribute #2: Reliability Reliability is based on the frequency of interactions with someone and the consistency of expected behavior. Saying what you are doing, doing what you say, and saying what you did matter for building reliability. Leadership Trustworthiness Attribute #3: Intimacy Intimacy requires your willingness to be vulnerable and have a courageous conversation when needed. This is one of the key differentiating attributes of trustworthiness. Leadership Trustworthiness Attribute #4: Self-Orientation Self-orientation relates to the amount of focus placed on oneself versus the emphasis placed on the other person. A high degree of self-orientation creates significant distrust from others. Self-orientation is linked to the leader's conscientiousness, agreeableness, and openness to experience personality traits. The attributes of trustworthiness (see Figure 1) can be placed into the following equation to measure your trustworthiness. Are you a trustworthy leader? High-quality relationships are high-trust relationships. Evidence suggests that improved workplace relationships increase individual and organizational productivity and profitability. The Relationship Trust Checker is a free quiz you can use to gauge your level of trust in a relationship and identify opportunities to improve your trustworthiness. "The unexamined life is not worth living." Socrates Ready to take the next step? Effective leadership affects the results you achieve and the life you live. Leaders must continually transform and adapt or fall behind. Striving for better habits is a competitive advantage for any leader looking for a powerful point of differentiation. Upskill your leadership with our development approach that is grounded in evidence from the fields of behavioral psychology and neuroscience - and helps leaders to successfully apply the servant leadership skillsets and mindsets that bring out the best in their teams to achieve strategic goals. References: Bono, J., & Ilies, R. (2006). Charisma, positive emotions, and mood contagion. The Leadership Quarterly, 17 (4), pp. 317-334. Doolittle, J. (2023). Life-changing leadership habits: 10 Proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Fukuyama, F. (1995). Trust: The social virtues and the creation of prosperity . Free Press. Glaser, J. (2016). Conversational Intelligence: How Great Leaders Build Trust and Get Extraordinary Results. Routledge. Men, L. R., Yue, C. A., & Liu, Y. (2020). Vision, passion, and care: the impact of charismatic executive leadership communication on employee trust and support for organizational change. Public Relations Review, 46 (3). Kanfer, R., & Ackerman, P. (1989). Motivation and cognitive abilities: An integrative aptitude-treatment interaction approach to skill acquisition. Journal of Applied Psychology, 74 , pp. 657-690. Maister, D. H., Green, C. H., & Galford, R. M. (2000). The trusted advisor . Free Press. Shamir, B., House, R., Arthur, M. (1993). The motivational effects of charismatic leadership: A self-concept based theory. Organization Science, 4 (4), pp. 577-594 Wanberg, C., & Banas, J. (2000). Predictors and outcomes of openness to changes in a reorganizing workplace. Journal of Applied Psychology, 85 (1), pp. 132-142,

The last thing an executive needs in today's demanding workplace is someone or something telling them what they already know. The higher you move within any organization, the less objective the feedback you tend to receive; however, it becomes more critical personally and professionally. The better the quality of the feedback you receive, the better the decisions you can make. Evidence suggests that executive coaching combined with assessment provides deep insights into areas that, with attention, lead to improved personal and organizational outcomes. Are you getting the feedback you really  need? The medical model can be a helpful analogy for understanding why executive assessments are important. Consider your last visit to the doctor. You weren't going to the doctor to be told what you already knew, but you needed answers or help with something you couldn't answer alone. You were likely going to the doctor as a reaction to something not being right or proactively to uncover something before it became a problem (or possibly because someone you care about told you to go). At the doctor's visit, the assessments likely started with subjective questions, then progressed to more objective measures to pinpoint where additional review or attention might be helpful. Potentially, the doctor then ordered the use of advanced targeted assessments that required a specialist's technical interpretation. As in the medical analogy, executive assessments come in various formats and provide subjective and objective feedback. They have different degrees of sophistication and require other qualifications, certifications, or degrees of interpretation, like the difference between a thermometer and magnetic resonance imaging (MRI). Also, many assessments combined can take longer to complete and reveal more insightful information than any single assessment alone. When Is The Best Time To Use Executive Assessments? The best time to use an executive assessment is typically around transition points in your career or at any time when you are looking for additional objective feedback. You should avoid using an evaluation if you don't want input that may contradict your perspective, don't have the time to do anything with the feedback, or feel confident you already know everything you need. As for how frequently you should use an assessment, each instrument tends to have different periods when it is helpful to repeat. The rationale is that some attributes that are measured are more fixed. Think about the difference between our shoe size and weight. While our shoe size tends not to change frequently once we become adults, our weight will fluctuate throughout our lifetime. Some items measured, such as stress, tend to change frequently because most stress drivers are situational. Types of Executive Assessments Not all executive assessments are created equal. What is essential to understand when considering different types of assessments is the following: degree of reliability (i.e., consistency) validity (i.e., the accuracy of interpretation) fairness (i.e., equivalence across different populations) type of feedback (group norms or self-reported) education requirements to interpret the results No one categorization system exists for executive assessments. I developed the following framework to help categorize the different types of assessments: Type 1 Assessments: 360 Surveys As the name implies, 360 surveys are tools for collecting feedback from multiple directions relative to the executive's position about an executive's leadership performance, skills, and contributions. To learn more about 360 evaluation, check out this article on " 1 Leadership Tool You Need to Try " or join an upcoming complimentary leadership development webinar . Type 2 Assessments: Diagnostics These tools typically have less reliability, validity, or fairness and do not require specialized interpretation training. They may or may not provide norm comparisons versus self-reporting. Normally, you only need to read a book or whitepaper to make sense of the evaluation. Type 3 Assessments: Assessments These assessments have normed feedback and may or may not be validated. Typically, assessments require some formal training to interpret. Type 4 Assessments: Clinical Assessments These assessments or tests have proven to meet reliability, validity, and fairness standards. Interpretation of these types of assessments requires advanced education in clinical psychology. Note: If a provider of any of these tools claims their assessment achieves perfect reliability, I tend to walk away. Either they don't know their research studies, their research is not extensive enough, or they are overselling. What do Executive Assessments Measure? There are numerous executive assessments, and more are constantly added. If you have ever wondered about answers to any of the following questions, there are assessments that can help reveal answers: What are my leadership habits? How can I better connect with others? What are my strengths, and how can I better leverage them? How can I reduce my stress? Does my approach to leadership match my preferred leadership style? How do I approach conflict, and how can I make conflict work better? Does my approach bring out the best in others? What are my blind spots? How can I make better decisions? How do I bring out the best in people? How to Select an Executive Assessment When considering which assessment to use and when to use it, there are many situational factors to consider in addition to what the assessment measures and its reliability, validity, and fairness, such as: organizational culture cost and budget time and availability of the executive the precision of feedback needed the coach's qualifications The following table provides a few popular executive assessments I use and what is measured: Assessment / Diagnostic What is Measured Choices Measures of Learning Agility comprised four areas: mental agility, people agility (i.e., will people follow), change agility (i.e., ability to take the heat and lead change), and results agility (i.e., drive and presence). Conflict Modes  Measures a person's preferred approach to dealing with conflict and their tendency towards other alternatives when their dominant style(s) doesn't get the results they desire.  Predictive Index The Predictive Index (PI) measures a person's personality characteristics and cognitive ability to help predict how well they will fit into an organization or job. The PI Behavioral Assessment measures four behavioral drives: Dominance, the drive to influence people and events; extraversion, the drive to interact socially with others; patience, the drive for consistency and stability; and Formality, the drive to conform to rules and structure. The PI Cognitive Assessment measures reasoning and comprehension of words, constructive thinking, and logical reasoning ability. Hogan Challenge Measures 11 common dysfunctional patterns of interpersonal behavior. To evaluate how a person will perform during times of stress and conditions of uncertainty. To aid personal development by identifying behavior patterns that may be derailing tendencies. To inform leaders preparing for or undergoing significant change, for individuals experiencing performance issues, and for leaders whose personality characteristics interfere with their performance. Interpersonal Measurement and Group Effectiveness Measures core traits that transcend personality within an interpersonal and organizational context: cooperation, risk, nervous energy, mental toughness, perceived capability, perceived self-worth, work incentive, rule orientation, organizational compliance, skepticism, curiosity, creative mode, work approach, motivation, organizational dependency, relationship focus, interpersonal style, assertiveness. Management Set-Point Assessment Measures where a person falls on a spectrum from a victim through Servant Leadership, identifying their preferred and recessive mode or styles of exerting leadership influence and how mature they are in these approaches. NEO-PI-R A measure of the Five-Factor Model (FFM) provides a systematic assessment of emotional, interpersonal, experiential, attitudinal, and motivational styles—a detailed personality description that can be a valuable resource for various professionals. Strengths Finders To identify a person’s top five strengths from a list of 32 strengths based on Gallup research.  Also, it provides strategies for applying strengths. Watson-Glaser Measures an individual’s ability to think critically. It helps assess an individual’s ability to reason, think analytically, and draw inferences. To determine the extent to which one can: Discriminate among degrees of truth or falsity of inferences drawn from given data; Recognize unstated assumptions or presuppositions in given statements or assertions; Determine whether certain conclusions necessarily follow from information in given statements or premises; Weigh the evidence and decide if generalizations or findings based on the provided data are warranted; Distinguish between solid and relevant arguments and those that are weak and irrelevant to a particular question at issue. Workplace Stress Profile Measures a person's response to 10 different organizationally induced stressors: inter-role distance, role stagnation, role expectations conflict, role erosion, role overload, role isolation, personal inadequacy, self-role conflict, role ambiguity, and resource inadequacy. The patterns in the stress scores reveal precisely where to intervene to focus healthy stress for positive results. In addition to selecting the right assessment at the right time and for the right reason, selecting a qualified  coach  is equally important for understanding the results. If feedback is not used appropriately, it can lead to incorrect conclusions and potentially do more harm than good. Typically, the more education and qualification you have, the better the interpretation you will receive, but education is not a replacement for experience. Be sure to get recommendations and learn about the coach's character before getting started. If you enjoyed this article, you might also enjoy reading about “ What is Executive Coaching ?” References: Athanasopoulou, A., & Dopson, S. (2018). A systematic review of executive coaching outcomes: Is it the journey or the destination that matters the most? The Leadership Quarterly, 29 (1), 70-88. Athanasopoulou, A., & Dopson, S. (2015). Developing leaders by executive coaching: Practice and evidence (First ed.) . Oxford University Press. Doolittle, J. (2023). Life-Changing Leadership Habits: 10 Proven Principles That Will Elevate People, Profit, and Purpose. Organizational Talent Consulting. Goldstein, G., Allen, D. N., & Deluca, J. (2019). Handbook of psychological assessment. Elsevier Science & Technology .

More than a few things have recently changed, and experts can agree that the world and workplace will remain turbulent into the future. We all likely need to make some changes now or will soon. Like rapids in a river, change is a natural and healthy part of growing your business. As the world changes, leaders and companies must change too. No CEO brags about the status quo. But, change imposed is often opposed. Making change work in a way that brings out the best in your organization is a leadership skill that is more important now than ever. Here is a simple four-step positive, strength-based framework to leading change that can breathe new life into your team. 70% of all organizational change initiatives fail. Really? A widely held perception is that most workplace changes fail. McKinsey and Company surveyed over 1,500 executives on their perceptions of change. They concluded that most changes fail because only a third of the executives in the study indicated that changes were entirely or, for the most part, successful. No matter your perception of change, the reality of a fast-moving economy and complex business environment makes the "change problem" increasingly difficult to execute well. Change is complex, whether broad or incremental. Like running a successful race, the work begins well before the first steps of the race and before the visible aspects of a change take place. In his book Leading Change, Kotter suggested that these initial steps are required to set the stage and loosen up the system. If organizations move too quickly or out of order, they get into trouble, leading to faulty decisions and wasted efforts. A positive strengths-based approach to change Too often, change processes begin with what is wrong. While it is imperative to fix problems, if you never spend time talking with others about what is possible, you miss the opportunity to engage in inspiring work that connects to purpose. A constant focus on what is wrong not only diverts attention from the best of what can be, but it's draining. Consider a scenario where one employee always asks what is wrong and complains about needed fixes. Another asks about the best of what is possible. Both conversations can lead to improvements, but focusing on what is wrong misses capturing the potential of what is possible. What if the leader reframes a need for change? From a negative to a positive? Instead of  reducing employee turnover, to  retaining your best employees Instead of  improving customer satisfaction, to  creating loyal brand advocates Instead of  improving quality, to  delivering exceptional customer experiences From problem to opportunity? Instead of  addressing a declining market share, to  identifying new growth opportunities and expanding into new markets Instead of  resolving conflicts within the team, to  building a cohesive and high-performing team culture Instead of  overcoming a skills gap, to  investing in employee development and upskilling From a challenge to a transformation? Instead of  dealing with a leadership crisis, to  embarking on a journey of organizational transformation Instead of  facing a major setback, to  learning from the experience and emerging stronger Instead of  dealing with resistance to change, to  engaging employees in the change process and building buy-in Appreciative Inquiry is an approach to change management that fosters positive transformation. It can be used in one-to-one coaching sessions, with teams to create strategic plans , or in companywide large-scale change initiatives. The fundamental assumptions of the Appreciate Inquiry process are that: People are more confident to make changes building on the best of the past Individuals, teams, and organizations move in the direction discussed In every person, team, or organization, something is good and works Questions create influence Words shape worlds Like other change management processes, this process starts with identifying the right team of core stakeholders to identify the focal point. The Appreciative Inquiry change management approach is a four "D" change management process. Use this link to download a one-page overview of Appreciative Inquiry. Appreciative Inquiry Step #1: Discovery Once the focal point for the change initiative is identified, it begins with finding the best of what is already within the business. Traditional change management processes often begin by asking people to think about and discuss gaps and weaknesses. While this approach has been used successfully, it is not without risks. Asking what is wrong can put people on the defensive, create resistance and a lack of buy-in, and sometimes hinder rather than encourage change. One of my favorite appreciative questions to use at this step is: What would you wish for if you had three wishes to improve your organization's health and vitality dramatically? (and no, you cannot wish for more wishes) Appreciative Inquiry Step #2: Dream After interviews are conducted, and the feedback is analyzed from the discovery step, the team phrases the vision and images of the dream into aspiration statements. The dream (or vision) step is about collaborating on the best of what can be. The outcomes from the discovery step are shared, and members of the change team co-create aspirational statements about the ideal future. Note: Some organizations dislike the idea of dreaming. In these organizations, I will substitute the word vision, which conveys a similar meaning and keeps people from getting hung up on the word. Appreciative Inquiry Step #3: Design The design step is about establishing creative strategies to move from what is to what can be. Actionable organizational design elements are identified, critical internal ad external relationships are identified, and action-oriented design statements are created. Design statement example: Our customers expect and deserve timely service and expertise. Our organization has a state-of-the-art, world-recognized knowledge management and customer care system to support our capability to make on-the-spot, informed decisions necessary to meet all of our customers' individual needs. Appreciative Inquiry Step #4: Destiny The Destiny Phase is the final stage in Appreciative Inquiry, where the organization takes action to implement the vision and goals created in the previous phases. It's a time of execution, celebration, and ongoing learning. In this phase, organizations review their goals and action steps to ensure they remain aligned with the vision and values. They then execute the strategies and initiatives developed in the Design phase with a focus on excellence and continuous improvement. The Destiny Phase emphasizes adaptability and flexibility. Organizations should be open to revising strategies and plans as circumstances change or new opportunities arise. This phase aims to establish an appreciative culture that supports the ongoing implementation of the vision. The Destiny Phase is not merely the end of the Appreciative Inquiry process; it is the beginning of a new era for the organization, characterized by a positive and appreciative culture that drives continuous improvement and innovation. How is Appreciative Inquiry different from other popular change management approaches? Traditional organizational transformation or problem-solving techniques often ask people to consider and discuss gaps, weaknesses, and problems in the current system or organization. While these approaches have been used successfully in many settings, they are not without risks. Problem-solving techniques can put people on the defensive, create resistance and a lack of buy-in, and sometimes hinder rather than encourage change. In contrast, AI focuses on the positive and builds on strengths to shape the future. Like other organizational transformation approaches, AI begins by framing the issue(s) and collecting data. However, unlike most other methods, AI provides a mechanism for framing problems and collecting data in an appreciative rather than a critical manner. While it is helpful to learn from mistakes, it is equally beneficial to learn from and carry forward victories and best practices. References: Cooperrider, D. & Whitney, D. (1999). Appreciative inquiry: Collaborating for change . Berrett-Kohler Publishing. Doolittle, J. (2023). Life-changing leadership habits: 10 Proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Rosenzweig, J. & Van Tiem, D. (2007) An appreciative view of human performance technology. Performance Improvement . Tasler, N. (2017). Stop using the excuse “organizational change is hard” . Harvard Business Review .

Mergers and acquisitions (M&As) are key growth strategies for many organizations: entering new markets, acquiring new technologies, or leveraging scale and size. Culture is acutely critical during notable changes, such as M&As, which offer an opportunity for a renewed start on culture. When two organizations combine through mergers and acquisitions for economic reasons, it is doubtful that the two cultures will remain precisely the same. Sadly, evidence suggests that 50% to 85% of mergers fail to deliver on shareholder returns despite leadership's best intentions. The two cultures must harmonize to achieve the desired financial goals of the new organization and avoid a clash. Anyone who has endured an M&A knows how stressful it can be for everyone. The clashing of organizational culture is the most cited reason for failure. The leadership challenge is to figure out the best way to manage the formation of a blended new shared culture. Without intervention, it is most likely that a new culture will evolve, and the dominant culture will assimilate or reject members from the other culture. The best method to achieve the goals of the merger or acquisition is to identify the best parts of both cultures and create a new harmonized culture. This article explains the role of culture in M&As, cross-cultural issues, and the proven practices of creating a shared culture intentionally. How to read this white paper This white paper has six sections. All sections are essential to understanding the importance of creating a shared culture. The white paper starts with an explanation of culture and a summary of its role in organizations. It then discusses the challenges and proven steps to harmonize the two cultures. The white paper ends with a discussion of the significant benefits of creating a shared culture and a conclusion. This white paper explains why creating a shared culture when bringing two organizations together is essential. As designed, it presents a clear picture of the organizational culture and, ultimately, a leader’s role in leading culture harmonization for the merger or acquisition. Section 1: Understanding Organizational Culture Culture has been studied for years, resulting in many different models and definitions. Also, if ten employees are asked to define the company culture, there may be ten different answers. The concept of culture is abstract and not well understood. Organizational culture is complicated because it involves individuals, their interactions, teams, and the organization as a whole. A working technical definition of corporate culture is an often hidden shared pattern or system of beliefs, values, and behavioral norms. A simplified working definition of organizational culture is how things get done within the organization when no one is watching. Culture lives in the stories that are passed on from employee to employee. An organization’s culture reflects the various lessons it has learned through its history and incorporates the many behaviors and processes that have developed over time. Often, many elements of an organization’s culture are not visible to its employees. It is comparable to breathing. Breathing is essential to life but controlled unconsciously. Likewise, many elements of culture drop into the background and become automatic. However, highly visible and disruptive events like mergers and acquisitions can make cultural differences striking. Section 2: Understanding the local cultural context Today, many industries and organizations operate on a global scale. Understanding the dynamics of organizational and local cultural context is imperative for leaders in these organizations. Not understanding the impact of local culture on organizational culture can lead to grave miscalculations. Local culture is learned at the beginning stages of childhood and reinforced by local social, spiritual, economic, and education systems. It is held deeply and typically changes slowly over generations. It influences how employees perceive and judge the organization's and leaders' actions. Also, local culture affects employee communication both verbally and nonverbally. Organizational culture does not replace local culture. Therefore, leaders have the opportunity to harmonize local and organizational cultures. Leaders have to be experts in the paradox of local versus organizational culture. Most global organizations face significant issues related to the diversity of employee and customer interactions. One company in the casual dining industry that has navigated some of these issues well holds to company quality standards and values but allows local flexibility on its customer menu. For example, rice is a substitute for fries in Indonesia and roasted pork for hamburgers in Korea. Section 3: The role of culture in organizations Organizational culture impacts everything in business and plays a role at the individual, team, and organizational levels. The following is a short list of some of the critical roles of organizational culture by level: Individual Level Drive and reinforce profitable behaviors among employees. Shape employee interactions in the workplace. A healthy culture promotes employee trust , community, positive competition, and effective leader-follower relationships. Enhance individual commitment to the company within the workplace. Influence the leaders’ leadership style . Team Level Shape the structure, performance, capability, and effectiveness of teams. A healthy culture promotes productive conflict, team member participation, and team engagement. Organization Level Support the brand image with a unique identity to the market. Organizations become known by their culture. Provide policy guidance enabling the organization to bring out the best in each employee. Influence organizational design in support of the vision, mission, strategies, and critical priorities. Section 4: Cross-cultural issues in mergers and acquisitions Many studies have reported that the first reason for merger and acquisition failure is the lack of cultural integration. Even companies with strong organizational cultures may develop into dysfunctional organizational cultures after a merger without actions to harmonize the two cultures. Mergers and acquisitions create volatile, uncertain, complex, and ambiguous environments for those trying to integrate cultures. Additionally, in recent years, the push for a quick return on investments has impacted how cultures are integrated. This push leads to an organizational priority placed on financials, and creating a shared culture takes a back seat to financial needs. Also, as momentum builds, more people become involved, and it becomes more visible and harder to stop. Lack of cultural due diligence is often a problem. Usually, due diligence is conducted by lawyers and experts in finance or accounting rather than experts in understanding and diagnosing culture. Because culture is resilient and implicit, it is not susceptible to change. The staying power of culture is because it feels right and natural; cultural values imposed are opposed and seldom replace existing cultural elements. Employee communication is difficult during mergers and acquisitions. Both organizations struggle to know whom to communicate with and when to communicate, leaving employees in the dark about the merger and acquisition, amplifying the rumor mill, and fear among employees being left out. Communication is a skill that becomes critical for leaders during mergers and acquisitions. Listening becomes more complex as workloads increase. Awareness of employees' concerns and questions is crucial for knowing what to communicate. Employee retention is a challenge during mergers and acquisitions. Negative thoughts and beliefs about the change can result in employees leaving. Uncertainty, lack of job security, questions about leadership credibility and trust, and confusion frustrate employees. The added complexity of the merger and acquisition of the turnover creates distractions, making it harder to get the work done. Also, the turnover contributes to the loss of tribal knowledge about how to get things done. Global mergers and acquisitions can present challenges due to physical distance and time zone differences between employees. Language differences can also become cross-cultural issues in mergers and acquisitions and can create added costs for translations or misunderstandings. Additionally, variations in national culture can further complicate communication. M&A may create a sense of fear among employees because of the anticipated changes and known high failure rate. Perhaps it is the fear of the unknown or the fear of repeating a past failure. Employees from the announcement start to wonder how this change will impact them personally, such as redundancy of their position, changes in reporting structure, changes in responsibilities and their capabilities to meet the changes, and many more factors. Section 5: Proven steps to integrate culture The following are not expectations of a panacea that will guarantee success but practical and proven steps and tools a leader can take to face the challenges of cultural issues in mergers and acquisitions. The key is to engage in efforts to create a shared culture early in the merger and acquisition process rather than waiting for a culture clash to occur. Changing culture requires much more than creating and communicating a new company's catchphrase, vision, and mission statement. Successful mergers and acquisitions require more than integrating policies, organization charts, and systems that often get the most attention. Strategies need to include CEO sponsorship, reinforcement, communication, and specific action plans. Proactive and transparent communication can help build trust. A frequently asked question (FAQ) document to communicate answers to questions employees might have in advance of them being asked can help reduce fears and rumors. Creating a shared culture requires lots of involvement, input, ideas, teamwork, and commitment to take place. Culture During Mergers and Acquisitions The merger and acquisition process has three phases. First, the organization identifies a growth strategy in the pre-combination phase, and potential targets are selected. Due diligence begins, the executives negotiate the deal, and then it is legally approved by shareholders and regulators. Second, in the combination phase, action plans start to combine both companies. Third, in the post-combination phase, the shared culture begins to form and settle in. Creating a shared culture in mergers and acquisitions begins with the pre-combination phase to review potential targets and conduct due diligence. Once the company has selected a target for merger or acquisition, then the target’s culture should be discussed. Be discrete during the due diligence to allow for analysis. If not already defined, it is a good practice to assess the current state of the culture and identify the company’s strengths and weaknesses. Potential targets should be reviewed for known elements of the target’s external culture. Consider the target’s ability to adapt by evaluating their perceived customer focus, change resilience, mission, and vision. Also, it is vital to establish cultural goals along with economic growth goals. In the due diligence stage, creating the desired end state for the culture is critical. It is a target, not an absolute. Through the M&A, there may be issues or opportunities, and the goal is to adapt as they arise. While there are many ways to define the end state (see Defining the End State figure below), ranging from using one culture or another or transforming a new culture, perhaps the best option is to utilize the best of both companies, achieving synergy through harmonization. Blending the best of both cultures is often the most successful. Anticipate that most people will initially respond to the merger or acquisition with concern. During the pre-combination phase of the merger or acquisition, it is an excellent practice to be confidential with a small team to allow for as much work as possible before both organizations find out. More work done in advance allows for a quicker response and minimizes employee turnover risk. Expect that the process of working toward a shared culture will take time. Plan on the creation of a shared culture to take at least a year. Establishing a new culture is like pouring cement; it takes time to cure completely. Even after the initial work is done, do not let up. Don’t walk away. Define the End State Figure adapted from Marks, M. L., & Mirvis, P. H. (2011). A framework for the role of the human resource in managing culture in mergers and acquisitions. Human Resource Management, 50(6), 859-877. Conducting a current-state culture assessment of the newly merged or acquired company is essential during the merger or acquisition's combination phase. Do not accept comments that the two companies are exactly alike. The evaluation will surface strengths and weaknesses and identify any possible subcultures or areas of opportunity. Taking the time to assess both cultures allows for a better definition of the culture and behaviors necessary for teamwork and optimal performance. Engage in a discussion to create a shared understanding of the evaluation results and to discuss the implications of the current culture. This discussion helps clarify an approach to creating a shared culture. Next, choose what to harmonize, gaining agreement on keeping the best of both and focusing the efforts on areas with the most significant business impact. Lastly, create action plans to move the shared culture forward by prioritizing and developing specific action plans. It is essential to anticipate and plan for likely reactions from both companies’ employees. What leaders reinforce, either from positive reward and recognition or negative threats and punishment, will be done. Leaders at all levels play a vital role in the success of the M&A. When creating action plans, utilize the following primary and secondary actions and tools for leaders to embed the new culture : Primary Actions and Tools Pay attention to metrics that matter and provide regular updates Respond to organizational crises Resource allocation Training and development Rewards and recognition Selection, promotions, and terminations Manage change Secondary Actions and Tools Organization design Policies and procedures Rituals and events Workspaces Traditions and stories Vision and mission statements Remember that resistance is almost guaranteed with mergers and acquisitions, even when perceived as desirable. The disruption from resistance can derail or delay action plans. Make plans to respond to disruptions and quickly respond to questions, concerns, or rumors that surface from employees. During the post-combination phase of the merger or acquisition, sustaining the efforts to create a shared culture is crucial. A culture assessment should be repeated to measure the progress made in this process. The assessment results can also be used to develop new action plans to support and shift to the new shared culture and connect culture back to the economic goals of the merger or acquisition. Section 6: The benefits of creating a shared culture Mergers and acquisitions continue to be widespread forms of corporate economic growth strategies. The two years of 2020 and 2021 demonstrated that M&A activity is highly resilient and rebounds quickly from setbacks. In 2021, the overall value of worldwide mergers and acquisitions in business amounted to almost six trillion dollars . In 2023, the total deal value of global mergers and acquisitions (M&A) was $3.2 trillion. According to Forbes, financially successful companies have identified organizational culture as a critical factor in their success. Empirical evidence has also highlighted the importance of organizational culture in organizational performance. Ultimately, every organizational result is the direct contribution of an employee. In addition to organizational outcomes, research has linked culture to employee morale, commitment, health, productivity, and well-being. Conclusion Most mergers and acquisitions (50-85%) fail to be successful. So why do organizations pursue them? If successful, mergers and acquisitions can lead to tremendous organizational growth. Creating a shared culture is the best method for achieving merger and acquisition success. The proven actions and tools leaders can use to harmonize both cultures and avoid culture clashes outlined in this article do not guarantee success. Best practices are to consider the culture and take action at each phase of the merger or acquisition from pre-combination to post-combination. References Cameron, K. S., & Quinn, R. E. (2011). Diagnosing and changing organizational culture: Based on the competing values framework (Third ed.). Doolittle, J. (2023). Life-Changing Leadership Habits: 10 proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Heffernan, M. (2012). Why Mergers Fail. Marks, M. L., & Mirvis, P. H. (2011). A framework for the human resources role in managing culture in mergers and acquisitions. Human Resource Management, 50(6), 859-877. M&A Community. (2024). Mergers and acquisitions examples: Major deals from the past seven years. Schein, E. H., & Schein, P. (2016). Organizational culture and leadership, 5th edition (5th ed.) John Wiley & Sons.

Being honestly heard is rare in the workplace. Rushing from meeting to meeting leaves leaders feeling trapped with little time. Most conversations hardly ever get the space to go below the surface with a focus on words rather than their meaning. And the hybrid workplace has not helped. In a digital environment, leaders receive less context and fewer cues due to technology limitations. Alarmingly, McKinsey & Co. seems to have found a leadership blindspot. A recent global survey suggests that most executives believe their workplaces are inclusive, but only 30% of employees believe their opinions count. Listening is a gift that every leader can give. Being heard leaves your team feeling valued, affirmed, and emotionally connected to you. Listening enhances relationships, eases tensions, and builds trust. Here is a quiz you can give your team to test your listening skills and how busy leaders can overcome active listening barriers. Why does active listening matter? The skill of active listening is the most effective form of listening. Its benefits are well-documented in the workplace. Evidence suggests that active listening builds trust, improves the quality of relationships, and creates a positive work environment. Employees who feel heard feel better about their work and their leader. Improved relationships reduce stress . Active listening is a skill that leaders cannot outsource. Listening to your team's and customers' implicit and explicit needs and wants leads to used and valued innovations. Also, evidence suggests that improved perceptions of respect mediate an environment for joint problem-solving and creativity. 3 Active listening skills Actively listening is your ability to hear and improve mutual understanding. When you actively listen, you pay attention, show interest, suspend judgment, reflect, clarify, summarize, and share to gain clarity and insight. When practicing active listening, you are available to the other person. Suspending judgment can be tricky for leaders who are pressed for time. Leaders are used to fixing problems quickly, so slowing down can be challenging. The goal of active listening is to hear the other person. Try to understand before you try to be understood. Listening does not mean agreement. One of the most sincere forms of respect is actually listening to what another has to say. Bryant McGill Clarifying involves asking open-ended, probing, and clarifying questions. A good starting question is to ask, what's on your mind? And follow it up by asking, and what else? You might be amazed at what you learn. Actively listening doesn't mean only listening and asking questions. But it is best to share your thoughts, ideas, feelings, and suggestions after you believe you have heard the other person. The part many leaders struggle with is empathic listening. However, statements like, "You aren't the only one feeling that way," or "I felt similarly," help to connect emotionally with followers. The following short video from Simon Sinek is about creating an environment where the other person feels heard. Active Listening Skill #1: Verbal Listening Active verbal listening comprises paraphrasing, reflecting feelings, assumption checking, and questioning skills. The words you use matter. Research comparing verbal and nonverbal active listening skills demonstrated that speaking skills are more critical for improving outcomes than nonverbal skills. Active Listening Skill #2: Nonverbal Listening Active nonverbal listening refers to your body language. Eye contact, leaning forward, and an open body position all provide cues of affirmation. Avoid checking your phone, leaning back in your chair, and crossing your arms. Whether intended or not, these are all cues you are not actively listening to the employee. Active Listening Skill #2: Empathic Listening Active empathic listening combines verbal and nonverbal listening skills with empathy. Leaders practice this listening by sensing the explicit and implicit feelings being communicated. It is vital to innovation and maintaining close relationships. 2 Ways to overcome active listening barriers The use of paraphrasing with metaphors and paying attention by slowing down are helpful tips for overcoming common barriers to listening. Active Listening Tip #1: Paraphrasing with Metaphors Like playing catch with a ball, when the conversation is tossed to you, you should put what you heard into your own words (paraphrase) and use that to make sure you hear the key points correctly. A metaphor is a phrase that conveys something typically abstract through a symbolic image with shared understanding. As the saying goes, a picture is worth a thousand words. Metaphors help create connections. For example, when attempting to clarify, you could state, "It is like driving in the fog at night," instead of asking, "Are you confused?" Active Listening Tip #2: Paying Attention by Slowing Down It is easy not to be aware that you are sending unintended signals that you are in a hurry. Put your technology on mute. Get curious about what they are saying and their emotions. This is not the time to multitask. Be natural and use verbal and nonverbal cues, such as nodding your head or saying yes, to let them know you are engaged. Active listening does not typically happen in a rushed environment. The key is not to try to force a conversation into an arbitrarily scheduled time frame. Allow the option to reschedule additional time as appropriate. Take this active listening quiz When you can't see yourself objectively and don't accurately understand the perspectives of others, you can't make the transformational changes necessary for business growth. Evidence suggests that despite being very important to employees, employees' perceptions of their leader's listening skills are very low. This is significant because perceptions are proven to influence actions. When employees don't perceive they will be heard, they will unlikely continue to speak up. Here are a few statements adapted from the research by Longweni and Kroon (2018) developed to solicit feedback from direct reports. You should adjust the wording for different audiences, such as your peers, customers, and leaders. As designed, they are appropriate for use in a formal leadership 360 survey or anonymous pulse survey. I would suggest using a seven-point Likert scale from 1- strongly disagree to 7- strongly agree. My leader can sense how I feel without me having to say how I am feeling. My leader reads my non-verbal messages when we are in a conversation. My leader reflects on my emotions to let me know that they understand how I am feeling. My leader calms me down when I become angry by reflecting on my feelings. My leader restates my words to make sure that they understand me correctly. My leader makes sure to know what I am saying in a conflict situation. My leader does not justify their actions when I complain about something they have done wrong. My leader does not get angry or defensive when corrected. How to encourage others to use active listening Everyone has been in a situation where they don't feel heard. The next time you encounter that situation, here are a few strategies you can use to try and help bring about the change you want to see in others: Find common ground. Whether you are getting to know a person or engaging an executive on a complicated topic, starting with something you share in common can help create interest. Be a role model. Being the change you want to see in the world is a powerful tool for influencing change in the workplace. Don't be the one wanting to be listened to but unwilling to hear yourself. Look in the mirror and assess your skills honestly before fixing someone else. Let them know. Often, it is not a lack of desire as to why someone is not using active listening skills. If you decide to provide this feedback, you want to use an "I" statement, such as I don't feel like you are hearing me. How to develop active listening skills If you are ready to invest some energy into developing your active listening skills, the following strategies are compiled from various studies on active listening. Daily reflection. Reflect and assess daily how you are doing. Reflect on specific conversations to identify what went well and what still needs improvement. Specifically, focus on how well you pay attention, show interest, suspend judgment, reflect, clarify, summarize, and share to gain clarity and understanding. Find a mentor or accountability partner . A mentor should be someone that is a skilled active listener. This person can role model and help ask good reflective questions to help you learn. Find an accountability partner . An accountability partner can also be someone working on building their active listening skills, or they could already be skilled. The key is that they can observe and catch you using or not applying active listening skills. Focus. Consciously focus on building active listening skills rather than expecting to learn these skills while focusing on another competency. Experiential practice. You can build active listening skills with training, like physical endurance and strength. Use blended experiential methods that require learning by doing. Active listening is influenced by the context of the conversation and cues that are best understood by doing. Don't just rely on reading about active listening. Key Summary Points: Actively listening to employees leaves them feeling valued, affirmed, and connected emotionally with you. Listening eases tensions and makes productive conflict work where resentment exists. When you actively listen, you pay attention, show interest, suspend judgment, reflect, clarify, summarize, and share to gain clarity and understanding. Active Empathic Listening is vital to innovation and maintaining close relationships. The benefits of active listening are well-documented for building trust and improving relationships and the work environment. A study of employee perceptions of their leader's listening skills revealed it was the lowest-rated competency despite being very important to employees. Using metaphors, slowing down, paying attention, and paraphrasing key points are helpful tips when practicing active listening. Being the change you want to see in the world is a powerful tool for influencing change in the workplace. You can build active listening skills with practice, like building physical endurance and strength. References: Bodie, G., Vickery, A., Cannava, K., Jones, S. (2015). The role of "active listening" in informal helping conversations: Impact on perceptions of listener helpfulness, sensitivity, and supportiveness and discloser emotional improvement. Western Journal of Communication ;79(2):151-173. Center for Creative Leadership. (2019). Active listening: Improve your ability to listen and lead, second edition, 2nd edition . Center for Creative Leadership. Doolittle, J. (2023). Life-changing leadership habits: 10 proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Gearhart, C., Bodie, G. (2011). Active-empathic listening as a general social skill: Evidence from bivariate and canonical correlations. Communication Reports ;24:86-98. Jahromi, V., Tabatabaee, S., Abdar, Z., & Rajabi, M. (2016). Active listening: The key of successful communication in hospital managers. Electronic physician , 8 (3), 2123–2128. Kourmousi, N., Kounenou, K., Yotsidi, V., Xythali, V., Merakou, K., Barbouni, A., & Koutras, V. (2018). Personal and job factors are associated with teachers' active listening and active empathic listening. Social Sciences, 7 (7) Longweni, M., & Kroon, J. (2018). Managers' listening skills, feedback skills, and ability to deal with interference: A subordinate perspective. Acta Commercii, 18 (1), 1-12.

There are some things we don't enjoy and don't do well. Most executives secretly tell me strategic leadership falls into this category for them. And the evidence suggests they are not alone. A recent global study revealed that 90% of organizations are struggling to adapt quickly to market changes, and nearly half report poor coordination and ineffective strategic execution. One of the most difficult mindsets to change is a self-limiting belief that your current reality reflects your future reality. Just like death and taxes, change is not only possible but inevitable. Even passions and proficiency can change over time. A surprising truth is that you can actually learn to love being strategic, even if you don't understand it or enjoy it now. Strategic leadership creates organizational value by capitalizing on trends. Here is what you need to know to overcome self-doubt, unlock the strategic potential of your organization, and boost your career. Challenges arising from the absence of organizational strategy Research shows that only five percent of employees truly understand their company's strategy. When employees feel left out, they are less likely to support the company's goals, leading to disengagement and confusion about the company's direction. This lack of inclusion in strategic planning can lead to lower quality and creativity in the company's strategies and can contribute to a toxic culture that values certain groups or levels within the organization over others. Three separate studies conducted by Zenger Folkman revealed that a leader's ability to think strategically is linked to career advancement. These studies, involving over 1300 leaders, found a significant correlation between executive leaders' promotions and their strategic thinking abilities. Leaders who lack strategic thinking skills may struggle to align themselves and influence others, making it challenging to achieve success in both personal and professional endeavors. Focusing solely on immediate tasks can lead to falling behind, especially in a highly competitive market. “Leadership is the capacity to translate vision into reality.” William Bennis 5 key strategic leadership competencies Leaders must be able to navigate complex scenarios and a growing ambiguity. Critical thinking is essential for evaluating the core business factors and obstacles unique to a particular organization. It involves recognizing potential outcomes and having the foresight to guide both employees and the organization toward success. Strategic thinking is a crucial aspect of effective leadership, encompassing five key competencies that are often overlooked and not fully developed within organizational leadership: Scanning: This involves actively looking for subtle signals that may not seem significant at the moment but could have a profound impact on the business in the future. It requires a keen eye for detail and the ability to anticipate potential changes before they become apparent. Visioning: Clarifying the organization's shared purpose and aspirations is essential for creating a cohesive and motivated team. Leaders must articulate a compelling vision that inspires others to work towards common goals, fostering a sense of unity and direction. Reframing: This competency involves challenging existing assumptions and encouraging fresh perspectives on future possibilities. By questioning conventional wisdom and embracing innovative ideas, leaders can unlock new opportunities and drive transformative change within the organization. Making sense: Engaging in a rigorous intellectual process of conceptualizing, applying, analyzing, synthesizing, and evaluating data is critical for effective decision-making. Leaders must possess strong analytical skills to make sense of complex information and draw meaningful insights to inform strategic choices. Systems thinking: Adopting a holistic approach to understanding how different components within a system interact and influence outcomes is essential for effective leadership. By recognizing the interconnectedness of various elements, leaders can identify leverage points and design interventions that yield desired results while minimizing unintended consequences. The following video breaks down the often confused difference between strategic planning and strategic thinking. Enhancing your strategic leadership proficiency and passion in 4 steps We often dread tasks because we are not proficient. We feel slow or inefficient. The first three steps below cover practical ways you can improve your strategic thinking proficiency. Leaders pressed for time don't like doing things that make them feel incompetent. Improving your proficiency will go a long way to increasing your passion for strategic leadership. Step 1: Listening. Start by noticing your strategic thinking proficiency and identify areas where you want to grow. Listen to yourself. Making sense requires critical thinking skills. Various psychometric leadership assessments can measure an executive's critical thinking capability. The Watson Glaser Critical Thinking Appraisal (WGCTA) is a valid leadership assessment based on recognizing assumptions, evaluating arguments, and drawing conclusions. For more information on the Watson-Glaser critical thinking appraisal, visit www.talentlens.com . Life was not meant to be done alone. Too often, busy leaders fail to pause and consider how to leverage others to develop new habits . Whenever trying to create a new leadership habit, you can benefit significantly from deliberate practice and coaching feedback. Partnering with a qualified executive coach is proven to improve strategic leadership. Step 2: Being far-sighted Failure to consider future environmental changes can negatively impact your organization's ability to respond quickly to shifting markets. Leaders do not have to accept gambling with the company's future or rely only on reactionary planning approaches. Future-ready leaders can avoid costly mistakes by seeing what could be instead of constantly reacting at the last minute. Being far-sighted utilizes practices from the field of strategic foresight . Strategic foresight involves looking beyond current experiences and scanning the horizon. This helps leaders identify signs of emerging trends in the margins to prepare for the future. Strategic foresight is a way of thinking critically, engaging, discovering, and acting. Strategic foresight aims not to predict the future but to enable better decision-making and preparedness. It is a systemic view of change, considering the likely and possible realities. The use of predictive and prescriptive analytics promises improved strategic foresight . Step 3: Being inclusive. Leveraging multiple perspectives enhances strategic thinking , creativity, engagement, and strategy quality. Although achieving complete transparency and involving every possible stakeholder is questionably feasible, there is high value for inclusive leaders and organizations. Before taking an inclusive approach to strategic thinking, senior leadership should come to an agreement on the process, participating stakeholders, and the organization's business vision, values, and mission. A generic, inclusive strategic thinking process typically engages others in ideation, refinement, and development. Step 4: Reframing your MVP. Words shape worlds. Before starting something you know you don't like doing, it's important to attempt to reframe your MVP: Motivation. Is your motivation about checking a box? Or is your motivation about making a difference? Reasons for strategic leadership matter. It is less likely that your efforts will lead to positive changes without a positive reason behind the change. Vision. How do you see the result of strategic thinking going? Is it leading to the best of what might? Or is what you see a list of all the things that could go wrong? When you anticipate a positive step in the journey, it provides a sense of purpose and direction to inspire your best and achieve success. Perspective. When the lens through which you perceive strategic thinking is off, your results will turn out poorly. Is your paradigm for strategic thinking that it will provide the best foundation for a healthy culture for your team, lead to business growth, and enhance your effectiveness? Or is your paradigm that it is best to avoid strategic thinking because you need to manage your image, and things will change anyway? Not all work will become desirable. That's normal. It's healthy to learn to accept the things we can not change. That's when you want to explore delegation or work redesign based on strengths. But as you practice, you'll likely notice how you think about strategic leadership will change. So, what is your real strategic leadership challenge? References: Amrollahi, A., & Rowlands, B. (2017). Collaborative open strategic planning: A method and case study. Information Technology & People (West Linn, Or.), 30(4), 832-852. Bartell, R. (2011). Before the call: The communication playbook. Hudson House. Bennis, W. G. (2008). Leadership is the capacity to translate vision into reality. Journal of Property Management, 73 (5), 13. Doolittle, J. (2023). Life-Changing Leadership: 10 Proven Principles That Will Elevate People, Profit, and Purpose. Organizational Talent Consulting. Folkman, Z. (2021). Strategic thinking: The pathway to the top. Forbes. Hughes, R., Beatty, K., & Dinwoodie, D. (2014). Becoming a strategic leader: Your role in your organization's enduring success. John Wiley & Sons, Incorporated. Kaplan RS, Norton DP. The office of strategy management. Harv Bus Rev. 2005 Oct;83(10):72-80 Nwachukwu, C. E., Chladkova, H., & Olatunji, F. (2018). The relationship between employee commitment to strategy implementation and employee satisfaction. Trends Economics and Management , 12(31), 46-56.

No leader strives to create a toxic culture. It's a liability. Just its mention can stir up negative emotions within those with experience. Evidence from an MIT Sloan study suggests a toxic workplace is the most potent driver behind the more than 50 million workers who quit their jobs recently. Employees and leaders are trying to avoid toxic cultures at all costs. But when present, there is no escaping, even if working remotely. It is easy to understand a toxic culture is bad for business. But often, it's much less clear for leaders to distinguish between a characteristic of the culture that is just irritating and one that is so dreadful that it makes the culture toxic. For example, a cash-strapped healthcare system hired a new doctor – let's call him Dr. Strange – who was considered the best surgeon to lead a new, highly competitive, and lucrative service line. During a surgery, Dr. Strange slapped a nurse's hand in the operating room out of frustration. Although not always as ruthless and obvious in the workplace, toxicity often forces leaders to wrestle with the question, is tolerating the behavior worth the cost of dealing with the bad behavior? A positive company culture is a competitive advantage and force multiplier. Here are five signs you have a toxic culture and two steps every leader can take to detox the cutlure. Why Leaders Need to be Concerned About a Toxic Culture Culture is the one thing that influences everything in your business. It directly impacts your success, your employee's success, your customers, and the communities where you operate. Your organization's underlying cultural values influence employee behaviors and decisions. A recent study by MIT Sloan into the factors driving the great resignation identified that toxic company culture is a more reliable predictor of voluntary turnover than how employees assess their compensation. Surprised? Evidence from this study suggests that a toxic organizational culture is more than ten times stronger at influencing employee attrition than what you are paying your employees. There are negative consequences when employees are treated rudely or blamed for things over which they have no control. A survey of 800 leaders and employees across 17 industries revealed the following reactions to a lack of civil treatment in the workplace: 48% decreased effort 66% lower quality work performed 78% less organizational commitment 63% lost work time avoiding the offender 80% lost work time worrying about how they were treated The side effects of a toxic culture extend beyond the workplace. Evidence suggests that negative consequences create a harmful ripple effect. Employees working in a toxic workplace report experiencing decreased well-being and increased work-family conflict. Does Your Company Culture Show Signs of a Toxic Culture? Company culture is a complex topic because it involves individuals, their interactions, teams, and the organization. A toxic culture is characterized by harassment, bullying, insulting leadership, threatening behaviors, and incivility directly linked to workplace stress . There are many different opinions on the attributes of a toxic culture. Analysis by MIT Sloan revealed that the five most pervasive characteristics of cultures that are toxic and not just irritating: Toxic Sign #1: Lack of Consideration, Courtesy, and Dignity Feeling disrespected can deeply affect an employee's perception of their workplace environment and their overall satisfaction within the corporate culture. When individuals feel valued and respected, they are more likely to be engaged, motivated, and committed to their work. Respect in the workplace goes beyond mere politeness; it involves creating an inclusive and supportive atmosphere where all voices are heard and considered. Encouraging employees to contribute their ideas and perspectives not only fosters a sense of belonging but also leads to innovation and creativity within the organization. When individuals feel that their opinions matter and are taken into account, they are more likely to be invested in the success of the company. Moreover, actively listening to others before expressing one's own viewpoint demonstrates empathy and understanding, which are essential components of a respectful and collaborative work environment. Toxic Sign #2: Lack of Inclusion This sign highlights the issue of companies failing to embrace diversity and inclusivity. The notion of an "us and them" mentality within the workplace is particularly concerning, as it signifies a deep-rooted division among employees. Such division not only hampers collaboration and teamwork but also creates a toxic work environment where individuals feel marginalized and undervalued. Toxic Sign #3: Unethical and Dishonest Behavior In addition to engaging in unethical behaviors such as cheating, being shady, lying, and misleading, it is crucial to highlight the importance of upholding regulatory compliance and safety standards within the workplace. By adhering to these guidelines, not only are employees protected from potential harm and hazards, but the overall well-being and efficiency of the organization are also safeguarded. Regulatory compliance ensures that the company operates within the legal boundaries of governing bodies, promoting transparency, accountability, and trustworthiness. Similarly, upholding safety standards not only mitigates risks and prevents accidents but also fosters a culture of care and respect for employees' welfare. By incorporating these elements into the workplace, organizations can create a positive and secure environment that prioritizes both ethical conduct and the well-being of their workforce. Toxic Sign #4: Ruthlessness and Backstabbing These behaviors, characterized by a lack of teamwork and collaboration, represent a significant barrier to productivity and team dynamics. Instead of working together towards a common goal, individuals engaging in such actions actively undermine their colleagues and disrupt the harmony within the team. This deliberate sabotage not only damages relationships but also erodes trust and creates a toxic work environment. By throwing their peers under the bus, individuals shift blame and avoid taking responsibility for their own actions. This behavior not only damages the reputation of the person being targeted but also reflects poorly on the individual engaging in such tactics. The repercussions of these actions can be far-reaching, leading to decreased morale, increased conflict, and a breakdown of communication within the team. Effective teamwork and collaboration are essential for achieving success in any organization. When team members engage in sabotage and betrayal, it undermines the foundation of trust that is necessary for a cohesive and productive team. Addressing these behaviors requires open communication, setting clear expectations, and fostering a culture of respect and accountability among team members. By promoting a positive and supportive work environment, teams can overcome these challenges and work together towards shared goals. Toxic Sign #5: Harassing and Bullying Yelling, physical and verbal abuse, as well as condescending comments and treatment, create an atmosphere of fear and negativity. Such behaviors can lead to a breakdown in communication, erode trust among individuals, and ultimately harm relationships. It's important to address these issues promptly and effectively to foster a safe and respectful environment for all individuals involved. Additionally, exploring the underlying reasons for such behaviors and implementing strategies for conflict resolution and emotional regulation can help mitigate the impact of hostility in interpersonal interactions. Culture Detox Step #1: Define Your Company Culture Defining your company or team culture in measurable and actionable terms can feel overwhelming, but it is extremely helpful for creating and sustaining positive change. The concept of culture is often considered too abstract and poorly understood. The Competing Values Framework is an actionable measure and framework for defining your company culture. It identifies four fundamentally different cultures. Clan Culture creates a collaborative atmosphere like a family. This culture emphasizes the value of teamwork, participation, and a consensus decision-making style. Adhocracy Culture creates an energetic and entrepreneurial atmosphere. This culture stresses the importance of research and continuous improvement. Market Culture creates a competitive, fast-paced, results-oriented environment. This culture highlights coming in first. Hierarchy Culture  is a top-down, formal, rule-based atmosphere. This culture emphasizes efficient, reliable, and cost-effective performance. Note: Adapted from Cameron and Quinn (2011). The framework enhances cultural understanding by simplifying the cultural description to only two fundamental dimensions: flexibility or stability and internal or external focus. A culture survey aligned with the Competing Values Framework can define the alignment of the current culture with the preferred organizational culture. "Feedback is the breakfast of champions." Blanchard Culture Detox Step #2: Be the Change Gandhi said, "Be the change you want to see in the world." Often, accidental bad leadership habits trickle down and become acceptable behaviors. A recent study found that only 12% of companies claim to have a program in place to define and improve culture. Every leader can model good behavior and ask for feedback from followers . Enhance your self-awareness of your leadership habits. Evaluate the ethical consequences of your decisions and create an open-door policy allowing employees to provide input where their voices and concerns can be heard. Then, actively architect and manage the workplace culture . Hire and fire employees to create and reinforce the desired company culture. Teach leaders and employees through stories about how they should respond in different situations and the costs of tolerating toxicity. Reinforce and communicate the importance of trust and teamwork. Reward employees who live the desired culture. Measure company results and alignment with the preferred company culture. References Doolittle, J. (2023) Life-changing leadership habits: 10 Proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Hickok, H. (2021). Why toxic workplace cultures follow you home. BBC. Porath, C. & Pearson, C. (2013). The price of incivility. Harvard Business Review. Priesemuth, M. Times up for toxic workplaces. Harvard Business Review. Priesmuth, M. & Schminke, M. (2017). Helping thy neighbor? Prosocial reactions to observed abusive supervision in the workplace. Journal of Management. Schein, P. (2017). Organizational culture and leadership (5th ed). Wiley. Sull, D., Sull, C., & Zweig, B. (2022). Toxic culture is driving the great resignation. MIT Sloan Management Review. Sull, D., Sull, C., & Zweig, B. (2022). Why every leader needs to worry about toxic culture. MIT Sloan Management Review. Van Rooij, B. & Fine, A. (2018). Toxic corporate culture: Assessing organizational processes of deviancy. Administrative Sciences. Wang, Z., Zaman, S., Rasool, S. F., Zaman, Q. U., & Amin, A. (2020). Exploring the relationships between a toxic workplace environment, workplace stress, and project success with the moderating effect of organizational support. Risk management and healthcare policy, 13, 1055–1067.

One of the greatest leadership challenges during organizational change is making the invisible visible. Many leaders underestimate this. They focus on flawless execution. To remain competitive, companies must avoid costly mistakes. But emphasizing implementation without creating a sense of urgency can create change resistance and confusion, causing people to give up before they start. These leaders underestimate the organizational inertia needed to achieve big results. Any organization can move forward with small incremental changes, but building for the future in today's rapidly evolving environment means making bold changes. Here is one practical tool busy leaders can use to keep their pulse on what matters most during major organizational change. Why you need an organizational change framework Benjamin Franklin suggested that the only certainty in life is death and taxes. I would add change. As the world changes, leaders and businesses must change, too. Too often, organizational change management is simply a series of communications in which executives or project managers inform the business that change is coming. Leading change is more than communicating its features, advantages, and benefits. Adopting an organizational change framework helps you and others manage the people side of change and create organizational inertia. Culture is one thing that influences everything in your organization. An organization's culture is composed of norms of behavior and shared values. Employees and leaders do not reinforce behaviors they do not value. A leader alone can create the organizational inertia needed to change without followers, not even the CEO. In my experience, the critical success factors are finding a framework structure simple enough to be understood by others and staying flexible in your approach. I have two organizational change frameworks I frequently use when working with leaders to implement bold change . And I like that you don't have to be an organizational development expert to understand and apply these two frameworks. Kotter's eight-step change management model provides an easy-to-follow roadmap for change managers. The eight steps are sequential, and Kotter suggests that skipping steps leads to failure. Create a sense of urgency Assemble the guiding team Develop a compelling vision Create a communication plan Develop and implement the plan Evaluate results and impact Generate and celebrate early wins Don't let up! I recommend reading Leading Change by Kotter for a more technical understanding of these steps . If  you prefer a more fabled approach, consider reading Our Iceberg is Melting by Kotter. ProSci's ADKAR model is a go-to change framework. It is short and to the point. A – awareness of the change D – a desire to participate and support the change K – knowledge of how to change A – ability to implement the desired skills and behaviors R – reinforcement to sustain the change To learn more about the ADKAR model, I recommend reading ADKAR: A model for change in business, government, and our community by Hiatt. Keeping your pulse on what matters most during organizational change Busy leaders can miss subtle signs of confusion, resistance, anxiety, frustration, or retreat during change. A pulse check helps change leaders make the invisible visible. Collecting structured feedback aligned with a change framework helps leaders stay connected with those impacted by the change. A pulse check can help identify potential barriers to change so leaders can bring out the best in their followers throughout the change. Pulse checks can collect this feedback in many different ways. Asking questions in one-to-one or team meetings is a great way to create a conversation. Also, an anonymous organizational survey can help awareness of concerns without fear of consequences. 10 Question organizational change pulse check The added benefit of using a structured survey is the ability to monitor trends and assess the effectiveness of interventions to help remove barriers. The following 10 statements align with the Kotter and ADKAR change frameworks. When administering these in a survey format, I suggest asking participants to respond by ranking each statement on a scale from strongly agree to strongly disagree. I understand why I need to change and the impact on my job. I know the business case for change. The right people are in the correct positions to support the change. I am aligned with the change vision. My peers are on board with the change. The organization has shared goals aligned with the change vision. I have the knowledge, skills, and ability to successfully perform in new ways aligned with the change. I understand how to achieve quick wins and have the support needed. Leadership is committed to the change. I receive rewards and recognition for behaviors aligned with supporting the change. The goal of a pulse survey is not to achieve a perfect score but to identify hidden strengths or blind spots so you can best lead the change. You should repeat and adjust the questions over time. When consistently receiving strongly agreed-upon responses, you know it's time to change the questions. A key to success with survey feedback is listening to understand the why behind the responses by engaging in a two-way conversation and acting on what you learn. What is the real change management challenge for you? References Doolittle, J. (2023). Life-changing leadership habits: 10 proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Hiatt, J. (2006). ADKAR: A model for change in business, government, and our community. Prosci Research. Kotter, J. (2018). Leading Change. Harvard Business Review Press

Have you ever wrestled with the idea of being vulnerable in a conversation? Regardless of leadership level or amount of experience, all leaders struggle with the tension of being vulnerable or not. In difficult conversations, followers want to know you care about them. But, concerns about managing perceptions often keep leaders from showing vulnerability. And when a leader is guarded in a difficult conversation, it promotes distrust. Although leaders are expected to convey an image of competence, confidence, and power, followers already know you are not perfect. Leaders have to learn to be comfortable without having all the information wanted or needed in difficult conversations. Being vulnerable requires courage and produces trust. If you find yourself accidentally avoiding vulnerability in difficult conversations, here are five proven strategies that will move you closer to your goal. Why Leadership Vulnerability Matters in the Workplace In a fast-paced digital workplace, leaders need empowered followers to take charge. But taking charge in a crisis can be risky. However, a recent study revealed that only 30% of employees see a reason to say something when they see something is wrong, and only 30% believe their opinion counts. Vulnerability in the workplace is found to enhance: trust collaboration innovation employee retention psychological safety and a feeling of connection that improves the quality of leader-follower relationships and employee performance The Power of Vulnerability As a leader, vulnerability involves taking risks that might end in failure or create the best of what might be in the organization. Often the word "weakness" is considered a synonym for vulnerability. However, being vulnerable as a leader takes strong leadership and creates a significant amount of leadership power, confidence, and influence. Vulnerability is a courageous choice. In this short video, Simon Sinek expands on the tension leaders face and how to show vulnerability in the workplace as a leader. Leaning into vulnerability in a difficult conversation is best modeled by leaders first. When leaders model vulnerability in a conversation, it establishes trust and safety for followers. A display of vulnerability by the leader encourages followers, in turn, to take risks by being vulnerable. Vulnerability given is vulnerability received, leading to improved communication, productivity, and relationships. Followers want to see that their leader cares for them and is open to learning. Here is a Ted Talk by Brene Brown discussing The Power of Vulnerability: A re You Being Vulnerable in Difficult Conversations? To identify your tendency—to be vulnerable in difficult conversations —take the following free five-question quiz and receive your vulnerability leadership score. A score of 75-100 indicates you have a high degree of vulnerability in difficult conversations A score of 55-75 indicates you have a moderate degree of vulnerability in difficult conversations A score of 20-55 indicates you have a low degree of vulnerability in difficult conversations. If you'd like to level up your leadership vulnerability after completing this quiz, consider asking others to give you feedback on how vulnerable you are in difficult conversations using these same questions. How to Be Vulnerable in a Difficult Conversation While there is no one complete checklist of actions you can take to show vulnerability. The following five s trategies are compiled from proven research on mastering difficult conversations: Vulnerability Strategy #1: Be transparent Keep the conversation open and genuine. This does not mean sharing personal secrets. It means metaphorically that you invite those you are speaking with into the front door of your house rather than making them stand on the doorstep and talk with you from behind your screen door of image management. Being transparent pertains to both the logical rationale aspects of the conversation and your feelings about the other person and the conversation. Keeping the conversation open and genuine is essential for fostering meaningful connections and building trust. When we talk about openness, it goes beyond just the words we speak; it encompasses a willingness to share thoughts, ideas, and emotions authentically. This authenticity is not about revealing deeply personal secrets but rather about being real and vulnerable in a way that invites others to do the same. Imagine a conversation as a doorway to your inner world. By keeping it open, you allow others to step inside and see a more authentic version of yourself. This openness creates a space for genuine interactions, free from the constraints of image management and superficiality. It's about inviting others into your metaphorical house, where they can see the real you, rather than keeping them at a distance behind the facade of a screen door. Transparency in communication involves not only conveying the logical aspects of your thoughts but also sharing your emotional responses honestly. It means being open about your feelings towards the other person and the topic of conversation. By being transparent, you create a foundation of trust and understanding that can lead to more meaningful and fulfilling interactions. Vulnerability Strategy #2: Put others first Entering a difficult conversation with the sole intention of coming out as the victor or providing the perfect answer often results in a breakdown of effective communication. It is crucial to realize that prioritizing the needs and perspectives of others does not diminish your own value or importance. Rather, it reflects a deep sense of empathy and respect for the individuals involved. By approaching such conversations with a genuine desire to comprehend the other person's viewpoint before asserting your own, you create a foundation for meaningful dialogue and mutual understanding. Actively listening to their words, emotions, and underlying concerns allows you to identify their true needs and concerns, fostering a more productive and harmonious exchange of ideas. Vulnerability Strategy #3: Demonstrate selfless love Selfless love, as the act of willing the good of another person, encompasses a profound sense of altruism and care that goes beyond mere words. Embodying selfless love in challenging conversations requires a deep level of self-awareness. This self-awareness enables individuals to approach interactions with clarity, understanding their own emotions, biases, and intentions, thus fostering a more authentic and empathetic exchange. In the realm of difficult conversations, the essence of selfless love shines through in the form of empathy and compassion. Empathy plays a crucial role in fostering genuine connections by allowing individuals to truly listen and comprehend the emotions and perspectives of others. Through empathy, one can bridge the gap of understanding and create a space for mutual respect and dialogue. Compassion, another pillar of selfless love, propels individuals to take meaningful actions that benefit others. In the context of challenging discussions, compassion motivates individuals to prioritize the well-being and feelings of the other person, steering the conversation toward a more constructive and positive outcome. By acting with compassion, individuals demonstrate a genuine commitment to the welfare and growth of those they engage with, fostering trust and fostering deeper connections. Vulnerability Strategy #4: Take action Difficult conversations can have significant repercussions if left unaddressed. The cost of neglecting such conversations extends beyond just the immediate situation and can impact relationships, team dynamics, and even personal well-being. When approaching a difficult conversation, it is crucial to consider various aspects such as the nature of the issue (what), the appropriate setting for the discussion (where), the manner in which it will be approached (how), and the timing of the conversation (when). Achieving a balance between thorough preparation and timely action is essential. While it is important to gather relevant information and plan for the discussion, excessive preparation can sometimes lead to a state of inertia where the conversation is continuously postponed in anticipation of more data or a better moment. This tendency towards procrastination can hinder progress and allow the issue to escalate further. By acknowledging the importance of addressing difficult conversations promptly and thoughtfully, individuals can navigate such situations more effectively. Proactive communication, coupled with a willingness to engage in uncomfortable discussions, can lead to resolutions that are constructive and beneficial for all parties involved. It is through these challenging conversations that growth, understanding, and stronger relationships can emerge. Vulnerability Strategy #5: Ask for feedback Vulnerability is a profound aspect of human experience that involves acknowledging one's weaknesses and limitations, yet also signifies a willingness to learn and grow. It is the courage to expose oneself to the uncertainties and risks that come with opening up to new perspectives and insights. When we find ourselves in challenging conversations where feedback is crucial, it is important to approach them with a sense of humility and openness. Seeking feedback should be seen as a valuable gift that can provide us with valuable insights and opportunities for personal development. In such situations, it is essential to recognize that effective communication is a two-way street. Listening attentively to the feedback being provided is just as important as expressing your own thoughts and feelings. By being receptive to what others have to say, we create a space for meaningful dialogue and mutual understanding to take place. When delivering difficult messages that may be met with resistance or discomfort, it is advisable to be direct and concise in your communication. By clearly articulating your message and offering to discuss it further at a later time, you allow the other person the opportunity to process the information at their own pace. This approach enables them to engage with the message both intellectually and emotionally, fostering a more constructive and empathetic exchange of ideas. Key Summary Points: Regardless of leadership level or amount of experience, all leaders struggle with the tension of being vulnerable or not. Leadership vulnerability involves the willingness to take risks that might end in failure or create the best of what might be in the organization. Vulnerability is a courageous choice. When leaders model vulnerability in a conversation, it establishes trust and safety for followers. Be transparent, put followers first, demonstrate selfless love, take action, and ask for feedback. What is your leadership vulnerability challenge? References: Edelman. (2023). Edelman trust barometer: Navigating a polarized world. Grenny, J., Patterson, K., McMillan, R., Switzler, A., & Gregory, E. (2021). Crucial conversations . McGraw-Hill Education. Patterson, K., (2005). Crucial confrontations: Tools for resolving broken promises, violated expectations, and bad behavior. McGraw-Hill. TEDTalks: Brene Brown—The power of vulnerability (2010). TED.

Accountability is a frustrating topic for many leaders and business owners. Despite careful hiring practices, well-designed employment policies, and digital monitoring, accountability remains puzzling. Why do some employees take accountability for their actions and others don't? When lacking, company performance and culture suffer. When done right, accountability leads to better outcomes. Holding others accountable isn't easy, but it significantly impacts your leadership and business results. An organizational culture of accountability is architected. It doesn't just happen. Here are five psychological levers for leaders to create workplace accountability and a quiz to understand if your company or team has a healthy culture of accountability. Why employee accountability matters A recent CEO benchmarking report found that nearly one in five CEOs surveyed identified holding others accountable as their greatest weakness, and almost as many struggled with letting go of underperformers. Holding employees accountable is difficult for leaders, even when they are responsible to others for business results. Employee accountability - an expectation that an employee may be called on to explain an action or inaction to others with the belief of a consequence based on an evaluation. Employees ignore, deny, blame, and play the victim in a toxic culture without accountability. Evidence from various studies links employee accountability to: Job satisfaction Motivation Stress Ethical behavior Job performance Discretionary effort “When people feel accountable and included, it is more fun.” – Alan Mulally 5 Psychological levers of accountability Researchers have found that in the workplace, these five psychological dimensions drive accountability: Accountability Lever 1: Attribution When others know who did it—the more personal, explicit, and unambiguous a task, the greater the attribution accountability. When employees expect their actions and decisions can or might be linked directly to them, and leaders know their name, they are more likely to take accountability. Evidence suggests clear standards and expectations increase attribution accountability. Make job descriptions and performance expectations more explicit. Idea: Develop meaningful relationships with your team members. Accountability Lever 2: Observation In a culture of observation accountability, employees expect their behaviors and judgments to be observed by their leader, peers, followers, and others. As the audience size increases, employees' observation accountability increases because they feel more likely to be observed. Idea: Emphasize transparency and increase the visibility of individual work. “The best kind of accountability on a team is peer-to-peer. Peer pressure is more efficient and effective than going to the leader, anonymously complaining, and having them stop what they are doing to intervene.” – Patrick Lencioni. Accountability Lever 3: Evaluation Feedback is provided for actions and judgments, and the ability exists to be compared to others. Employees who expect performance to be meaningfully reviewed feel more evaluation accountability. Additionally, when the evaluation outcomes are variable, it increases evaluation accountability. Idea: Reviewer status increases evaluation accountability. Include a second level (i.e., the leader's leader) review of formal performance evaluations. Accountability Lever 4: Obligation Having to explain an action or the way a decision is made and its effect on the well-being of others. Employees who expect to answer for their actions feel an increased obligation accountability. Idea: Reporting to multiple leaders or customers increases obligation accountability. Use performance calibration meetings with other leaders at the same level to increase visibility to talent across the organization and performance visibility. Accountability Lever 5: Consequential Employees working in effective accountability systems expect their actions to be linked to good or bad consequences. Consequences and rewards involve extrinsic (ex., earning a bonus or avoiding a negative) and intrinsic attributes (ex., personal satisfaction or enjoyment). According to equity theory, employees are motivated when rewards are fair as compared to others. Idea: Involve employees in defining rewards and recognition systems and defining levels of expectation for tasks. "When we fail to set boundaries and hold people accountable, we feel used and mistreated. This is why we sometimes attack who they are, which is far more hurtful than addressing a behavior or a choice." Brené Brown Does your company or team have a culture of accountability? The following validated survey by Han and Perry can be used by leaders to better understand employee accountability within a team or across an organization. Have employees anonymously indicate their degree of agreement or disagreement with the following statements using a seven-point scale from 1 (strongly disagree) to 7 (strongly agree). What I do is noticed by others in my organization. If I make a mistake, I will be caught. I am constantly watched to see if I follow my organization's policies and procedures. Anyone outside my organization can tell whether I'm doing well. My errors can be easily spotted outside my organization. People outside my organization are interested in my job performance. The outcomes of my work are rigorously evaluated. My work efforts are rigorously evaluated. I expect to receive frequent feedback from my supervisor. I could not quickly avoid making a false statement to justify my performance. I am constantly required to follow strict organizational policies or procedures. I am not allowed to make excuses to avoid blame in my organization. If I perform well, I will be rewarded. Reasonable effort on my part will ultimately be rewarded. If I do my job well, my organization will benefit from it. Each question aligns with one of the five levers of accountability. The higher the score, the higher the dimension of accountability. Attribution Accountability (Q1-3) Observation Accountability (Q4-6) Evaluation Accountability (Q7-9) Obligation Accountability (Q10-12) Consequential Accountability (Q13-15) Consider using this survey before and after taking steps to improve the team and organizational accountability. Measurement improves focus and tracks progress over time. Holding employees accountable isn't easy, but it significantly impacts your leadership and business results. What is your real challenge in building a culture of employee accountability? References Connors, R., Smith, T., & Hickman, C. (2010). The Oz Principle: Getting results through individual and organizational accountability. Prentice Hall. Doolittle, J. (2023). Life-changing leadership habits: 10 Proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Han, Y., & Perry, J. (2020). Conceptual bases of employee accountability: A psychological approach, perspectives on public management and governance , 3:4, 288–304 Han, Y., & Perry, J. (2020). Employee accountability: development of a multidimensional scale, International Public Management Journal, 23:2, 224-251. Howard, S. (2019). Holding employees accountable: where most leaders fail. Predictive Index.

Stuck on the leadership plateau? Finding it challenging to navigate obstacles with the success you hoped for? Feeling like you are not living your best life? It's common to feel like you have a handle on things on minute, only to realize you are stuck making an important decision and cannot see the bigger picture because of the daily grind. As you climb the ladder in any organization, the need for a trusted thought partner increases, yet it's harder to find. That is where an executive coach can provide a fresh perspective. Executive coaching is a transformative process that challenges your mindset, encourages self-awareness, and brings out your best. By fostering a safe environment, an executive coach helps you unlock your full potential, empowering you to make the best decisions and take decisive actions toward achieving your goals. Here are five reasons why you should hire an executive coach and how an executive coach works with you. Why should you hire an executive coach? Having coached frontline and executive leaders in organizations of all sizes for over twenty years, I have found that the most accomplished leaders recognize the value of continuous growth and development. They seek out executive coaches to gain fresh perspectives, enhance their skills, and navigate complex challenges. Here are five common reasons why you should hire an executive coach. 1. Accelerate your career. Most of us go through day-to-day life giving more thought to what we wear each day than our careers. If your career is stalling, you need a plan to boost your career. Hiring a coach focused on your career goals leads to improved performance. Coaching keeps you feeling challenged versus being worried about what's next. An executive coach increases your self-awareness and helps you avoid jeopardizing current and future potential opportunities because of blind spots. 2. Shift your mindset. As the world changes, individuals or organizations need to change too. Your mindset is causative. How we feel about change influences our behaviors in response to the change. Shifting our mindset allows new perspectives and presents a never-ending opportunity to grow and achieve new heights in life and work. An executive coach will challenge assumptions and views and encourage, stretch, and challenge you. "If you change the way you look at things, the things you look at change." Wayne Dyer 3. Develop a career transition plan. I know many high-performing leaders who are in their current role because of doors that a company opened. As a result, these same leaders have fascinating hobbies outside of work to offset a missing sense of purpose. Whether you're a frontline or executive leader, transitioning careers is never easy. An executive coach invokes greater understanding, awareness, and clarity and uses powerful questions to facilitate clear actions and explore options. 4. Focus on personal development. Without a goal, any path can lead you to your destination, but you may waste time and miss reaching your full potential. An executive coach assists you in defining success and significance for you and collaborates with you to set clear, measurable, achievable, relevant, and time-bound actions to bring you closer to accomplishing your objectives. "By failing to prepare, you are preparing to fail." Benjamin Franklin 5. Living Life to the Fullest. Do you ever feel like others seem to live a whole and happy life? If you have or do, you are not alone, but living a whole and happy life requires work and learning. Life is short and worth living our best life. An executive coach can help you see different interrelated factors impacting you and be a genuine champion in a supportive way. Coaching facilitates experimentation and self-discovery through the application of what is discussed. A skillful coach helps you dance in the present moment and take actions necessary for what matters to you. What is the typical executive coaching process? Research indicates that different psychological methods used in executive coaching, including cognitive-behavioral, solution-focused, strength-based, and GROW, have proven to be successful. Despite their similarities, the GROW model stands out as widely used in executive coaching. Given that executive coaching's ultimate goal is change within the executive, the process centers on using essential questions and client-centered critical thinking to invoke the executive's self-awareness and personal responsibility. The GROW model represents a journey that begins with clarifying the goal, which is inspiring and challenging to the executive. Then, the following step involves exploring the current reality and considering barriers between the current state and the desired future. The next step involves exploring   options based on the principle that imagination creates breakthroughs. The final step is clarifying the executive's will and the way forward. It defines specific timebound actions with the commitment, accountability, and reporting to lead to transformation. The client ultimately chooses the decisions and steps to meet their goals. A typical coaching program includes four fundamental steps: Executive Coaching Step #1: A crucial initial phase in the executive coaching process involves a preliminary meeting between the coach and the client. This meeting is a foundation for establishing a solid rapport and mutual understanding. During this stage, the coach aims to delve into the context for coaching, gaining insights into the client's background, challenges, and aspirations. This step lays the groundwork for a successful coaching journey by setting the stage for open communication and trust. Executive Coaching Step #2: As the coaching progresses, the utilization of proven behavioral assessments becomes a valuable tool to gain a deeper understanding of the client's strengths and areas for development. These assessments provide valuable talent insights that help the coach and the client tailor the coaching approach to address specific needs effectively. The coaching process becomes more targeted and impactful by leveraging behavioral assessments and guiding clients toward meaningful growth and self-awareness. Executive Coaching Step #3:  Moving forward, the coaching journey focuses on partnering with the client to experiment and take steps toward their envisioned future. This step involves comprehensively exploring the client's current situation and aspirations, identifying potential obstacles, and strategizing on the steps needed to achieve their desired outcomes. Through discovery, the coach collaborates with the client to define clear objectives and develop a roadmap for progress. This step propels the client towards their professional goals by aligning actions with aspirations. Executive Coaching Step #4: Measurement and evaluation play a pivotal role in the coaching process. This step is essential to establish clear goals, track progress, and acknowledge achievements. The client can gauge their advancement and stay motivated throughout the coaching journey by setting measurable milestones. Celebrating successes reinforces positive behaviors and fosters a sense of accomplishment and momentum toward continued growth and development. References: Athanasopoulou, A., & Dopson, S. (2018). A systematic review of executive coaching outcomes: Is it the journey or the destination that matters most? The Leadership Quarterly. 29 (1), 70-88. Doolittle, J. (2023). Life-changing leadership habits: 10 proven principles that will elevate people, profit, and purpose. Organizational Talent Consulting. Goldsmith, M., Lyons, L., & McArthur, S. (2012). Coaching for leadership: Writings on leadership from the world's greatest coaches 3rd Edition . Pfeiffer. Kimsey-House, K., Kimsey-House, H., Sandhal, P., & Whitworth, L., (2018). Co-active coaching: The proven framework for transformative conversations at work and in life.  Nicholas Brealey Publishing.