Search Results for: open focus

CG #46 – The Truth About Icebreakers, Part One

Icebreakers don’t build teams.  That’s why you can’t get enough of them. 

Word Count: 657

Reading Time: 2.5 mins

 “You can’t get enough of what you really want.”

–Author Unknown

“We want to do some team-building over our 3-day meeting. We’ve allowed 20 minutes for that. How about an icebreaker?”

I hear this a lot, and although I’m sympathetic about time constraints, I’m not encouraging.  The truth?  Using icebreakers as a team-building Hail-Mary Play doesn’t work.

Because icebreakers don’t build teams. They don’t break down silos. Icebreakers do not, in fact, break ice.

Asking an icebreaker to do any of these things is folly.   Even worse:  Planning a moment of group enlightenment that will finally, finally, finally make the team function as though they are a single unit is…how can I say this?  It’s mental.  Madness.  Utter lunacy.  This extends to the longer team-building activity that is expected to create intimate and resilient bonds amongst co-workers who may not even like each other.

This takes me back to an outdoor team-building activity I was in:  The log walk.  I topple off balance beams, even when they are lying on the ground, as this one was.  (Just typing the word “balance beam” makes me feel unsteady, and I’m sitting down.) When I looked like I was about to fall off the “log”and screw up the team score, one of the Directors reached out her hand to me and I grabbed on.  But it was our eye contact that steadied me.  And it changed our relationship completely, just like these intense team-building activities are supposed to do:  I’d have trusted her with my life after that, and smiled warmly at her when I saw her at work, which felt good.

So far, so good.  The problem?  It was impossible to translate that good feeling into workplace effectiveness.  There was too much in our way:

1. No one else on the team had that experience with her, so they continued to distrust her and talk badly about her behind her back.

2.  This isolated me from my peers, because, when I defended her, they started mistrusting me.

3. Eventually, our connection backfired, because this director needed to be seen as interacting with everyone equally.  Our bond became politically dangerous and awkward.  We’d spent 3 days at an offsite creating that.

Another problem with this just-add-water, instant-intimacy approach to team-building is one of calibration.  It’s hard to know how much togetherness a team can handle.  Artificial, intense experiences do not build resilient, enduring relationships.  It only feels like they do.   Some of your team may find a big slug of togetherness too much to assimilate, while others thrive on it and are profoundly affected.   Can your group build deep bonds out of this difference or will it splinter them?  It’s enough to make you ignore team-building altogether.

Which would be sad.  It’s better to remember the two cardinal rules of workplace intimacy:

1. Intimacy you can trust is intimacy that matches the context.

Teams exist to get work done, not to heal your childhood wounds.  So, what use can we make of icebreakers?  They are great warm-up exercises to help people arrive in the here and now, and learn about each other in tiny, bite-sized pieces.  Tiny pieces they can digest without choking.

Peak emotional experiences are hard to sustain for the same reason a boa constrictor can’t move after swallowing a pig:  Digesting takes center-stage, rather than chugging along in the background.

2. Intimacy is like sweat:  It’s the by-product of hard work, not its focus.

And, like building muscle, strengthening your team is happens in tiny increments over time, not in a single event.

You can build your team by the way you do you work, without adding any time or heavy loads of indigestible intimacy.  This works better than a 10 minute, lively and participatory icebreaker followed by 50 minutes of presentations that promote passivity and the lopsided involvement of open discussions.

I’ll list tips for how to do this in next week’s Collaboration Genius.

CG #44 – Why Your Boss Has Stopped Listening

Word Count: 727

Reading Time: About 3 minutes

Welcome to the leader’s dilemma:  Staying open to input without dying from all those tiny cuts.

+  +  +  +  +

Leader:   “It’s time to plan the annual Christmas party.  Where would you like to go?”

Staff 1:  “Can we really afford to do this?’

Staff 1:  “I want to have a Hawaiian theme this year.”

Staff 4:  “I don’t have any Hawaiian shirts.”

Staff 2:  “I don’t like Hawaiian food.”

Staff 3: “I love the music though.”

Staff 5: “If we’re going to do a Christmas party, I want to veto country-western music.”

Staff 6:  “Can we have a dunk tank?”

Staff 7:  “I want to bring my family this year.”

Staff 2 to leader: “We’re discussing the Christmas party and you’re looking at your Blackberry.”

Leader: “Sorry about that.  Have you decided where you want to go?”

+ + + + +

Is it any wonder the leader reaches for her Blackberry as soon as she can?   She opens a conversation, knowing she needs input.  But the conversation like being stabbed with 1000 tiny knives:  an irrelevant comment, a complaint, a suggestion from left field, everybody has their agenda to advance.  It’s no surprise that an open discussion goes this badly:  Groups don’t do well with so little structure, and leaders are exhausted by the amount of complaining they are subjected to.

The surprising thing is that this despair-inducing volley continues to play out in meeting after meeting when there are much more effective choices.

Let’s replay this with a more skillful approach from both the whine-resistant leader and the complaining staff.

+  +  +  +  +

Leader:  “It’s time to plan the annual Christmas party.  Is everybody willing to spend the next 20 minutes agreeing on a venue an approach?

Staff 1:  “I can spend 20 mins on this, but no more.  Let’s go.”

Staff 2:  Me too.”

Staff 3-6:  <head nods>

Leader:  “Staff 1, can you watch the time for us?  Thanks.  Let’s start by looking at the plus-delta list from last year:

Pluses:

  • The DJ was very popular
  • The food was great
  • The location was convenient

Deltas:

  • Can we bring spouses?
  • The music was too loud
  • Can it be shorter?
  • Can we skip the speeches?

Leader:  “Can someone summarize the themes for us?”

Staff 3: “A speech-free dinner with our spouses and some eclectic, quiet music.  Good food in an easy-to-get-to location.”

Staff 2:  “I also hear we shouldn’t structure it and we should keep it short.”

Leader: “What else?”

<silence>

Leader: “Do you want to add anything to the list for this year?”

Staff 5: “Can we go back to the same place?  The food was fantastic!”

Leader: “Here’s the trade-off:  If we include spouses, we’ll need to go someplace less expensive.  How shall we decide which is most important?”

Staff 1:  “That’s a tough one.”

Staff 6: “Can we ask employees to pay for their spouses dinner, or drinks, or something to defray the expense of bringing a spouse?  I’d hate to penalize single employees by going to a lesser restaurant.”

Staff 1: “We’re at 15 minutes.”

Staff 4:  “How about we ask for some hard numbers so we can make an informed decision?  How many spouses would be coming, what is the cost per person, what was the alcohol tab from last year.”

Staff 3: “How much would we save at a less expensive restaurant.”

Staff 5:  “I like that approach.”

<pause>

Leader:  “Excellent.  I’ll ask Admin 1 to get this for to us for next week’s meeting.  Thanks everyone.”

Staff 1:  “18 minutes.”

Leader:  “Thanks, Staff 1.  Well done, team.”

+ + + + +

Staff:  You don’t have to fawn over your leader.  Just help them get their decisions made. Help them help you.

Leaders:  You don’t have to let every discussion go free.   You don’t have to let any of them go free.  Using a meeting process like plus-delta, starting a conversation with brief, relevant data, asking for help, and keeping your group tightly focused on achieving a result are all welcome.

And here’s a tip for both staff and leaders:

When every option is met with an objection or criticism, it sucks the energy from the room.  Instead, ask each objector for a suggestion.

Even better, make “If you oppose, you must propose” a standing ground rule, and watch your leader put away that Blackberry.

 

 

 

 

 

 

 

HYCS #2 – Pick Your Point

HYCS #2 – Pick Your Point

Clarity is power for consultants.  To your definition of consulting, we’ll be adding a point of focus for the course.

_________________________

Word Count: 799

Reading Time: 3.5 minutes

Assignment Time: 5 minutes for the point

___________________________

WHAT’S THE POINT OF HAVING A POINT?

In Harry Nilsson’s clever animated musical, “The Point,” a little boy named Oblio and his dog Arrow are exiled to the Pointless forest because Oblio lacks a point. While there, they encounter a man with several faces and arrows sticking out of him in every direction.  When Oblio asks what a Pointed Man is doing in the Pointless Forest, the man replies, “Everyone knows that having a point in every direction is the same as having no point at all!”

I’m reminded of the power of a single focus whenever I learn something new.  Recently, I decided to learn steel guitar. After majoring in classical guitar, I thought “How hard can it be?”  It took only seconds for this single-pointed desire to explode into overwhelming complexity.   Unlike classical guitar which comes in a single instrument and one tuning, steel guitar had so many options:   An electric or acoustic instrument; whether to play hawaiian, blues, or western swing music; whether to play solo or improvise with others; which tuning to use to name only a few.  Each choice came with a steep learning curve.    I had to eliminate options to make any progress at all.

After choosing to improvise on an acoustic guitar in open D tuning, and getting some facility with the heavy steel bar used to pick out notes and chords, I found myself in the dining room of Hotel La Rose with my friends Rick and Bob.  Bob is an accomplished steel guitar player from Alberta, Canada, and Rick is a local actor and an excellent fingerstyle guitarist.  Rick had just given me a quick improvisation lesson, which involved eliminating options and complexity so I could eke out a solo.  “Pick 3 notes,” he said, “and play only those.  For the rhythm, pick a simple phrase or word you like, and play that rhythm.”

It worked when I was trying it out with him and no one was listening.  Now we had a small audience, and Bob nodded to me to take a solo on a song I’d never heard before.  Out of all the notes I could have played I chose three in a row – dead simple to play, and not very inventive.  Out of all the rhythms in the world, I chose the rhythm of the word broccoli.

I sounded brilliant.  Even better, it was the most fun I’ve ever had playing music.  I could not wait to take another solo.

Your consulting goal is going to be like that.  Honing it to a single point enables you to turn your aspiration into accomplishment and find the fun.

PICK YOUR POINT

In upcoming lessons, we’ll be talking about how consultants use power.  One of the prerequisites for being powerful as a consultant is aligning yourself with your client’s simple goal.  This program will be most powerful for you if I can align myself with your goal.  I think of this like the Pointed Man:  How many faces am I wearing?  How many directions am I facing?  Work with your point until it’s heading in a single direction.  It should be dead simple, and clear to everyone who reads it.

START WITH THE ASPIRATION

Author and coach Stephen Chandler writes “Discipline is remembering what you want.” An aspiration is what I want my future to look like.   The stronger the desire for that future state, the more energy I’ll have for the change I need to make to bring it about.  The discipline tells me how I need to change my behavior; the desire fuels my progress.  Together they add up to a goal.  The Goal formula is “I want  _(aspiration)__, so I will  _(discipline)__.”

SAMPLE POINTS

ASPIRATION: I want to make each engagement a success, starting with the first conversation.

     +

DISCIPLINE:  I will persist until I get a definition of success that is clear to me for in my first meeting with a new client.

      +++++++++++++++++++

ASPIRATION:  I want to walk into any situation with confidence, and leave knowing I’ve contributed my best.
      +

DISCIPLINE: I will offer even outrageous alternatives,  including doing nothing, to every client.

      +++++++++++++++++++

ASPIRATION:  I want to be more calm and confident.

      +

DISCIPLINE:  I will slow down and breathe.

    +++++++++++++++++++

 Most important of all is that you write the goal that fits for you, no matter how strange it might seem to someone else.

ONE MORE THING

Please send me your goals so I can align myself with them.  Next week we’ll get started on Power for consultants.  Once I figured this out, my practice changed completely.  I can’t wait to share it with you.

CG #35 – How to Escalate Without Offending

The distance between agreement and commitment can be vast.  Here’s how to bridge that gap.

Word Count: 735

Reading Time: under 3 minutes

“I’ve asked, I’ve explained, I’ve sent email reminders, I’ve suggested strongly.  Every agrees it should happen, but it’s not getting done.”

What do you do when you need your boss to take action, but he isn’t?  Here’s a template for getting results without giving offense.

1. GET FOCUSED

There are good reasons for the gap between agreeing to do something and getting it done.  You aren’t interested in any of them.  You are interested in results.  Results don’t come from telling the story of why – why it should happen, why it hasn’t happened, why it’s so hard to get things done around here.   Results come from a relentless focus on movement, no matter how small.

2. GET CLEAR

Get clear about what you need and when you need it.  Gather evidence that supports what you are asking for.   Pick a date.  All this preparation creates clarity, and clarity creates movement.  Clarity is more powerful than job titles are.

If it’s hard for you get clear, that’s an indication you’re still stuck in the story of why.  Choose clarity instead.

3.  GET FACE-TO-FACE (or VOICE-TO-VOICE) WITH THE PERSON WHO CAN GET YOU WHAT YOU NEED

This is not a job for email.  You’ve got to interact with the person who can help you in real time.  Schedule a short (10 min) phone call or face-to-face meeting.

A SAMPLE CONVERSATION

Here’s an extended example of getting your boss to commit to open a new position for which there is no money.  Watch for the narrow open-ended questions, which I’ve put in bold type.  Notice the lack of conversational filler.

YOU:  Thank you for making the time to meet with me.  I need your help filling the assistant manager position by the end of next month.  I‘m not getting any traction on this.  What am I missing?

BOSS:  Approval for starters.  I don’t recall agreeing to fill this position.

YOU:  Great!  Let’s start there.  What would it take for you to approve this position?

BOSS:  I’d need to see sufficient volume to justify the position.  But I don’t have budget.

YOU:  Setting aside budget for now, What would convince you that there was sufficient volume?

BOSS:  Data, perhaps a chart that shows a month of volume against available staff hours.

YOU:  Would project delays be of interest?

BOSS:  What delays?

YOU:  Let’s not get distracted!  I’ll include that in the information I’m putting together for you.  So, volume against available staff time, project delays…what else would help you establish the need for this position?

BOSS:  That should do it

YOU:  I can get all that for you.  (pause.)  Assuming I can establish need to your satisfaction, what else would it take to get this position posted and filled?

BOSS:  A Job description, a hiring manager, a workspace and budget.

YOU:  We’re ¾ of the way there!  I have an approved job description, an open cubicle and I’m the hiring manager.  That leaves budget.

BOSS:  Yes.

YOU:  I have 3 out of the 4 requirements, but no authority to approve budget for this.  Who does?

BOSS:  I do, but I have no money for this.

YOU:  How are these situations usually handled?  When there is a clear business need that the budget doesn’t yet cover?

BOSS:  I ask for a budget exception.  But it won’t be approved.  There’s no money.

YOU:  That’s OK.  What do you need from me to prepare the exception?

BOSS:  The volume information.

YOU:  Is that all?

BOSS:  That’s all.

YOU:  I’m going to get you the volume information, the Job description and the date we need to have the position filled.  (pause.)

What other information would make getting the exception more likely?

BOSS:  A short description of what this position contributes to service or cost savings.

YOU:  The impact it has on the business?

BOSS:  Yes.

YOU:  Alright.  What else?

BOSS:  That should do it.

YOU:  I’ll get all this to you by Friday at noon.  Can we meet on Monday to follow up?

BOSS:  That’s fast!

YOU:  Yes.  We’ll only need 5-10 minutes.

BOSS:  I don’t know about Monday.  I’ll ask my assistant to give you my first available 10 minutes next week.

YOU:  That’s wonderful.  Thank you very much for your help.

___________________________________________________

I’m looking for the right mix of example and explanation for these CG posts.  What did you think of this one?  Please consider leaving your feedback as a comment on my blog so others can benefit.  Thanks so much!

 

 

 

 

 

 

CG #27 – The 4 Laws of Screen-Sharing

Screen-sharing is to productivity like kryptonite is to Superman.  Here’s how to beat it.

Word Count:  693

Reading Time:  1.6 minutes

It’s my first meeting with screen-sharing and I don’t know what to expect.

I’m watching someone mouse around a powerpoint deck as a colleague talks me through the day-long training we will soon be leading.  My colleague interrupts himself frequently to redirect the person handling the mouse.  My attention switches from watching the torturous progress of the cursor across the screen, listening to my colleague talk, and my own internal dialog, which sounds like this:  “There must be very few slides if he’s going into this much detail now.  This is just a prelude to the meeting, right?  Just some tiny adjustments before we get into what we said we’d do.”

Nope.  By the time I see there are 96 slides, the meeting is almost over and we haven’t accomplished any of our stated outcomes.

Meanwhile, the meeting slows to the speed of one person editing while another types.  I am being driven mad by the movements of mouse and cursor. I can feel my brain begin to stutter; hear my sentences becoming fragmented.   My interest in the meeting has turned into a fierce need to do something, anything else.  My mind runs for cover.

“What do you think, Liz, are there any slides we should eliminate?”

I try to answer, but my brain cannot come up with a sentence.  My mouth opens and no sound comes out.  Part of me thinks this is funny.  Part of me is worried about disappointing my colleague.  Another part of me wonders if this is what it’s like to have a stroke.   Which snaps me out of my torpor.

“My brain just locked up and I can’t answer that question.

“Oh.  Er…”  Silence.

“Jimbob, I can’t form an opinion about goes or stays without seeing an agenda with times.  And I’ll need to be able to page through the deck myself so I can match it to the times in the agenda.  Then I can answer your question.”

There is an ocean of silence on the phone.  When it ends, I’ve been promised both documents.  We schedule another screen-sharing session which scares me, because screen-sharing seems to affect my brain the way kryptonite affects Superman.

The screen-sharing meeting minus the kryptonite effect

This next meeting starts like the last one.  The horrible melting sensation in my brain kicks in the minute the mouse begins to meander across the screen, but this time I’m ready.  I announce that I’ll be using my own copy of the deck; could everyone please call out page numbers so we can stay in synch?

Which brings me to the first law of screen-sharing:  Get all documents ahead of time.

There is silence, which I interrupt by confirming our meeting outcomes and starting to drive through the agenda, eliciting feedback and getting agreement as we go.  I am going at the speed of thought, which is light-years faster than the speed of watching someone type.  With only 3 days before I am to deliver this material, I do not have time for the speed of typing.

The second law of screen-sharing is this:  Move at the speed of agreement, not the speed of typing.

That’s when Jimbo says to his assistant: “Maybe you should take notes and correct the slides later.”

Well, yes.

The third law of screen-sharing is:  Do not write in groups.   Ever. 

Group writing is not improved by technology.  It will always be a travesty to waste        expensive, high-leverage group time that way.   Instead, capture group feedback and assign someone to wordsmith the document later.

Back at the screen-sharing meeting, we accomplish our meeting outcomes and I close the meeting early.

The fourth rule of screen-sharing undergirds all the others:  Commit to meeting outcomes rather than meeting activities. 

When you’ve gotten the result you were after, stop.  Most meetings drag on because groups get bogged down in finishing an activity long after the flavor has gone out of the gum.   I’ve been in meetings where everyone was so focused on finishing the activity, they didn’t notice they’d already achieved their outcome!  Define the end point and drive to it.

Have a different experience of screen-sharing?  Tell me about it in the comments.

 

 

 

 

 

 

 

 

 

CG #24 – How a Meeting Evaluation is Like Febreze

Think doing great work isn’t enough?  You’re right.

 Word Count: 695

Reading time:  1.5 minutes

When chemists at Proctor and Gamble created Febreze, they were thrilled.  Their invention eliminated even the most noxious odors which they’d proved by testing it on a Park Service Ranger.  Before Febreze, the ranger’s skin, clothes and car all reeked of skunk and her entire social life had to be conducted over the phone.  After Febreze, her friends came over in droves.  To the Ranger, Febreze was a miracle. Febreze was expected to be a runaway success.  But Febreze did not sell.

Focus groups confirmed that the product worked perfectly:  Before Febreze, maximum stinkiness; after Febreze, nothing.  Everyone agreed it worked as advertised.

And that was the problem.  One participant said, “After I’ve done all that work to clean the house, I want to know that I’ve done something.  I want the house to smell clean.”

It wasn’t enough to have a clean house. It wasn’t enough to make the stale, bad smells go away.  It never is.

It’s never enough to complete the task, even when you knock it out of the park.

It’s not really finished until it’s celebrated, acknowledged, noticed.  And that means noticing people and what they contributed.

The scientists went back to the lab and added scent to Febreze, and the product sold briskly.  The scent didn’t make the product work any better.  The scent let people know that they’d made a difference.

How important is acknowledgement?

In Mexican culture, there are 3 levels of death:   When your body quits is the first death.  When your body is buried or cremated is the second death.  The third death is when people stop remembering and telling stories about you.

Death isn’t final until your contribution goes unacknowledged.

In meetings, at work, all day, long we kill people’s spirits by refusing to offer simple, gracious acknowledgement of what they contribute.  We injure our own natural kindness by not looking for those stories to tell, by being driven by the clock, the calendar, by urgency that is nothing more than an invention, by the terror that comes with trying and failing and trying again.

Let’s stop that.

In Mexican culture, they set aside a day a year to remember the dead and tell their stories.  All I’m asking of you is 3-5 minutes at the end of every meeting.

What this isn’t

This is not 3-5 minutes of “Kum-ba-yah.”  It’s not a speed bump on the road to accomplishing a task.  And it is most certainly not a way to make a public, uneasy peace with people who are not performing in their jobs, nor is it a consensus activity where we all agree.  It’s an acknowledgement activity disguised as a list.

How the “Plus-Delta” evaluation works

1. Make two lists on a flipchart or whiteboard.  On the first list write what worked well about the meeting or interaction.  This is the “plus” list.  Ask the group for suggestions before adding your own.  List fast using partial sentences or single words, clarify only, don’t argue and let the accomplishments register in your body.

2. The “Delta” list  is a list of what your group wants to change for next time. (A delta is the mathematical symbol for change) Asking for changes rather than complaints (or “minuses”) is how you get away from listening to people complain about something in the past that you can’t change, which is as exhausting as it is pointless.  You want to know what to change so you can all change it, not get saddled with someone’s orphaned discontent.

3.  Review each list, then promise to make the changes you can and acknowledge those you can’t.  Bring the list to the next meeting and review it when you open the meeting.

In my experience, when people can see how they’ve contributed, many icky behaviors simply disappear. It’s not necessary to gamify the workplace, to up the stakes continually, to bribe people to bring their best to a task.

We all want to be part of a story that never ends.  Acknowledgement does that.

 

 

Case Studies

Case Studies: Transformational Moments

Hesitation Blues

Situation: A weekly staff meeting where a group of 7 intrepid survivors of a recent organizational bloodletting struggle to find a new purpose that will attract funding and clients.  Conversations lurch from team member to leader, starting out engaged and lively then withering.  The leader is showing signs of agitation: If the furrow in her brow gets any deeper, there’ll be a place to put the pet hamster team member Auz has been trying to unload.

Action Taken:  A tight agenda with clear work products and a list of ground rules that are followed have combined to bring the team to this impasse.  This is often the case, that a tight, well-designed agenda and custom list of ground rules takes a team right to its stuck place.  Team members have been practicing saying what is so for them without blame or judgment for the last few meetings, then allowing silences between utterances.  The frustrated leader goes first:

“Why is it that every time I speak the rest of you stop talking?” Out of the arctic silence, a single voice quavers: “Because I assume you’ve made a decision, and further discussion is pointless.” Zombie-like, everyone nods.

“But, that’s not…I don’t always…” As the realization breaks over her face like the yolk of a 3-minute egg and she grabs 2 of the paper plates that are always on hand for snacks. She writes “D” on one and “O” on anther. “I’ll hold up D when I’ve decided and O when I’m adding my opinion to the conversation.” Which she did from then on. In that one tiny moment, the hamster lost her new home, and that team lost its hesitation.

The Saboteur

Situation:  I’m facilitating a weekly work group meeting to design a structure that will give nurses a voice in decision affecting them. The team is mostly staff nurses and I am mostly being thwarted by the group’s excess powerlessness (complaining, blaming) in the face of one group member who seems to snooze through most discussions, waking up just in time to veto decisions.  Even though his sabotage of the group’s work was obvious, my interventions about it were not bearing fruit.

Word has gotten back to the executive sponsor, the CNO, that this group member has been overheard telling the board of the nurses union that “we all know this is just an exercise management is taking us through.”

ActionTaken:  Before the next meeting, I coached the CNO to speak authentically, one human to another, rather than from on high as one role to another. Watching the CNO confront him and talk about feeling betrayed by him, and what her intentions for this structure really were, and seeing him admit to speaking those words and promise to stop it, was wonderful, but seeing each nurse look at him and say in turn “you don’t speak for me” was soul-stirring.  The meetings became a microcosm of the self-governance structure were were designing, with team members becoming responsible for various aspects of the meetings.  The Nursing Shared Leadership structure was successfully implemented and has been in place for years.

“You Can Say That?”

Situation:  An annual care-planning meeting at an eldercare facility. The team is multi-disciplinary, the participation lop-sided. The doctor gives a not-very-inspiring recitation of the treatment plan (meds, vitals, symptoms) and the others, who have much more contact with the patient, say nothing. The meeting feels like the moment before a thunderstorm, when the skies want to erupt, but can’t.

Action Taken:  With Care Planning meetings and medical rounds, I act as a role as team coach working right in the meeting.  I say: “So far Dr. X has been doing most of the talking. I wondering how such a one-sided conversation can add up to a care plan, especially when the rest of you have more contact with the patient.” In the stunned silence that follows, the social worker turns to me and says: “You can say that?” Before I can answer, Dr.X says “YES.  How else can I know whether or not to make changes?  You are my eyes, ears and hands.” Now everyone is talking, and leaning forward, their faces alive: The social worker, the nurses aide, the housekeeper. The new aide mentions a chance observation, nothing much she says, but the room goes silent and the doctor is looking at the aide like a compass tuned to true north. Two focused questions later and Dr. X has changed the treatment plan.  The care plan is quickly changed by the team, and there is an  electric feeling in the room and a new light in the aide’s eyes as they move to the next case.  Everyone is on the edge of their chairs, like thoroughbreds in a starting gate, straining to run.

Case Studies: Big Projects and Programs

Nursing Excellence in Action

Situation: Involving 1000+ highly-skilled, in-demand nurses in designing their own shared governance structure and new care model was more complicated than filming Ben-Hur. The results had to satisfy everybody: Patients, families, nurses, executive and middle management, and the bottom line.

Action Taken: An internal/external consulting partnership that relied on each of our strengths: My knowledge of group dynamics, change management and ability to turn anything to a team’s advantage, and my internal partner’s connections in the organization, persistence, and ability to organize the second coming.  I started each phase at the center of things, then shifted to the side as the project matured.  In both projects, my internal partners led the project, first with my help, then on their own.  I love these kinds of internal-external partnerships because I get to make a difference while supporting new learning and independence in my clients.

Result: The shared governance structure is in it’s 6th year and just gets better. The care model is fully implemented, and has many passionate supporters and success stories, with more to come.

How to Become a Consultant

Situation: 100 consultants and project managers need to become valued business partners to their internal clients. Showcasing their expertise meant showing up in politically-charged meetings with the full complement of consulting skills rather than simply taking orders, not an easy transition.

Acton Taken: A needs assessment yielded the information for a customized case study which we use in a 2-day Consulting Skills training on-site. The course is co-taught to 30 participants. Each trainer conducts 3 extended practices in fishbowl format so more skilled participants model new behaviors for the rest. The practices are heavily coached, so that everyone improves on the spot. By the second fishbowl practice, participants are encouraging and supporting each other to be their authentic selves.  It’s moving to watch and transformational for the consultants.  All participants work in in trios during class and are coached in those trios afterwards using a structured case consultation form to focus the conversation.

Result:  There is a day-long follow a few months later and I see remarkable progress in the consultants with several stand-outs.  The next year, 13 consultants enroll in my 52-week online follow-up program, Honing Your Consulting Skills, which is designed to take consultants all the way to trusted advisor status.  Our monthly conversations make it obvious that they are successfully making that identity shift.

The True Consensus Meeting

Situation: An ad hoc team of 12 needs to meet to make an expensive, important, highly visible decision: Which 20 people will receive the company’s top honor for the year. The CEO has agreed to abide by the groups decision and refused to offer guidance, saying, “either we know our values because we live them or we don’t: you shouldn’t need my guidance to decide who to reward.” 5 days before the meeting, the planners are struggling to figure out how to whittle 368 nominations down to 30 (top 20 and 10 alternates) in the 2-day meeting they have planned. Their idea: have everyone bring laptops and browse through the records online. No one can see how this meeting will ever end, much less result in an agreement. I agree to plan and facilitate the meeting in collaboration with their Director of OD.

Action Taken: We print out the nominations and overnight the 2-1/2 inch thick document to all participants with a single instruction: Come to the meeting with your top 5 picks. All 12 arrive prepared and, after opening the meeting, (including introductions and ground rules), we list everyone’s top 5 picks on a whiteboard and start the highly structured process of consensus. Because we’ve been given no criteria, our first step is to surface the criteria each of the 12 used for their picks. That’s the criteria we use to start narrowing our list of 60. After several rounds of multi-voting, rank ordering, structured discussion and negative voting, the list numbers 32 and there is agreement on who is in the top and bottom 10. Because all nominations are anonymous, this group of strangers has evolved a language to identify each record: “HR guy” and “back office drone,” “leader of the pack.”

Day two starts with an acknowledgment that this is the day for the hard decisions: the top 20, the alternate 10 and the 338 that will not be included, even though each of them has made a valuable contribution. What happens next still brings tears to my eyes: This group of 12 strangers take their conversation deeper, challenging each other, making the criteria tighter, melding into one unit with a single mission: To acknowledge the top contributors in a way that is fair and highlights what the company stands for. By 11:30, they’re so in the zone they’ve forgotten I’m in the room. By 3:30, they’ve done it. Their agreement is unassailable.

Result: Executive management accepts their recommendation without reservation; my OD colleague is thrilled.

The High-Performing Team Needing Renewal

Situation: A staff of 10 has created a department from scratch in a large organization. After 2 years, they are wearing down and are beginning to get irritated with each other. In addition, 2 people have recently been fired and the leader is concerned that this is bothering the team.

Action Taken: We started a with team assessment, the Myers-Briggs Type Indicator (MBTI), and a day-long team-building session where we reviewed the results of both assessments and formulated the team’s goals and a plan for achieving them.
We met each month to hammer out actual work, working agreements and learn more about how Type was playing out on the team. I coached each team member individually, once a month.

Result: Morale increased, and friction dropped away. The team began to focus on real work issues, rather than on each other. The department became an accepted, relied on part of the company; it was already nationally known for it’s excellent work. Several staff members advanced their careers and were replaced by high-quality candidates.

Ready for more? Sign-up for Collaboration Genius, my weekly newsletter with skill-building tips in the sidebar of every page. Peruse my blog. Present a case and use Ask Liz so I can respond to it in a blog post.

Me Tarzan, You Jane

One of my favorite cartoons about anxiety is the Gary Larsen cartoon showing Tarzan preparing to meet Jane. It’s a 6-panel cartoon and the first 4 panels show Tarzan practicing in front of a mirror. He strikes various poses and rehearses his opening line:

“Hello Jane, I’m pleased to make your acquaintance, my name is Tarzan.” “Hi Jane, I’m Tarzan, your date for the evening.” “Tarzan here, you must be Jane.”

In the fifth panel, we see Tarzan swinging through the jungle. In the last panel, he is face-to-face with Jane and blurts: “Me Tarzan. You Jane.”

Anxiety trumps skill

Tarzan has the skills – we’ve just seen him practicing them. Yet, in the moment, he can’t access them. What’s up? Anxiety. It’s not possible to lose a skill you have. It is possible to lose access to it through inattention, or through grinching up. These are two sides of the same coin:

Anxiety. Just a little bit of it can leave us as tongue-tied as Tarzan. A moment of inattention, a frisson of tension, and Tarzan loses the benefit of all his careful preparation.

It happens to all of us. I was talking to a guitar-playing friend the other day, someone who – when relaxed – can play song after song from his considerable repertoire with an infectious ease. It’s as though they are baked into his bones. He was telling me about buying a guitar from another guitarist whose playing he admired so much he felt a little intimidated. “He handed me the guitar and said ‘Here you go – play as long as you like.’ and my brain froze. I couldn’t think of a thing to play.” Anxiety trumps skill and years of experience.

On the other side of the coin, there’s me and bowling. I’ve been bowling maybe 20 times in my life, most of that with a group of developmentally disabled women who bowled by pushing a ball down a ramp. We went bowling every other week for the 4 months I worked with them. They loved going with me because I always lost, usually by about 20 points. They’d dance around and give each other high fives after I took a turn. The other day, I went bowling with some friends and had to force myself to focus enough so I wasn’t putting the kids in the next lane at risk. I had no idea a bowling ball could bounce like that, right out of the gutter.

Finding our balance

I think there’s a sweet spot: a place between not caring enough and over-caring, between accepting responsibility for my part and taking responsibility for what can’t be controlled. Over time, I’ve noticed that I sometimes avoid the over-caring by deciding to not care at all. Or pretending not to care. Or, I back away from being over-responsible by closing down: missing deadlines, not showing up. Either is a dangerous trend, and both are due to anxiety. When we are anxious, we over-prepare. Problem is, the tension we feel causes to practice the tension and anxiety we feel rather than the skill we need. That’s when it’s time to step away from the powerpoint and take a walk. Finding the balance between what’s up to us and what is beyond us is a work in progress. Nowhere is this more evident than in managing a group of people any one of which can be caught in a cycle of under-functioning or over-functioning due to anxiety. Either pole can be come a lifestyle if the underlying anxiety isn’t addressed.

Our anxious response

Training is often our response when someone doesn’t show a skill we want them to. We send people to training, they learn the skill, then they come back to work. Nothing changes. Why? Anxiety is often to blame: Theirs for not using a skill they have, and ours for thinking training will solve the problem. Let’s face it: Sometimes training is what we do when we want the problem to go away. It’s a kind of interpersonal Hail Mary play. Here’s the acid test: If you put a gun to their head, could they do it? If yes, they have the skill. That’s not what’s getting in their way. It may be anxiety that’s stopping them. Maybe they care too little, Maybe they care too much. Either way, it’s worth exploring.

I wonder – what would it be like if we could see the world this way? What if we could see the person who snaps at us, or treats us badly as anxious rather than mean or incompetent. What if we could see them as caring deeply about something and because of that trapped passion, being unable to perform in this moment? What if we could see it as situational – a bad moment, even a lifetime of bad moments – rather than personality or character-based? How would we respond if we could see through the acts we all adopt to the people within, wanting to do their baes and sometimes succeeding and other times failing. What if people say us that way? True or not, wouldn’t it be a more helpful pov?

A Tale of Two Groups

I’ve had a wonderful, refreshing break, and I’m baaaaccck!  Picking up where I left off, the topic is still the mystery we call  groups and group process.  This weekend I had the chance to observe groups at work.  I was struck by these two in particular:

GROUP 1: The 10 group members were excruciatingly polite, walking on eggshells, careful not to offend.  Some focused on making themselves known while taking up quite a bit of airtime; others held back, waiting for a place to jump in.    Some made little speeches, advocating their point of view.  Some talked about their feelings.   Those who advocated a point of view did nothing to invite others into dialog with them.  Those who talked about their feelings did not ask others how they felt.  It was like the dialog in a Woody Allen movie:  serial presentations that do not relate to the presentation that went before it.   They looked at each other, then looked down at their copy of the article they were discussing.   They wanted to connect, or so it seemed.   Their process began to look excruciatingly political:  12 people looking for a leader, or permission to become a leader or perhaps vying to become a leader.  It was hard to tell.    At the 20-minute mark, each of them closed the magazine with the article and began to focus exclusively on each other.  At the last minute, one group member posed an open ended question to the group and didn’t answer it herself.   The timekeeper signalled the end of the meeting.

GROUP 2: The group of 3 was busy deciding what to write on the flip chart.  Each of them was clear what was expected of their group:  To tell the rest of the group the key points of the article they’d read the night before.  They were all looking primarily at the flipchart one of them was writing on, and they were contending with each other.  Their progress was rapid, their interactions crisp and focused.  They contended easily and openly about the meaning of what they’d read, and about which points to convey.  In 10 minutes, they were finished with their task, energized and a bit feisty.

I wonder if you’ve seen – or been in – groups like these two.  How do you account for the differences between them?  You can let us know in the comments below.  Thanks for chiming in.