Patti Cotton

Executive Coach & Career Strategist

influence

Is Your New Executive a Poor Cultural Fit – or Simply Situationally Unaware?

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Is Your New Executive a Poor Cultural Fit – or Simply Situationally Unaware?
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Most often, great new talent will fail, not because they are incompetent, but because they are what we call a “poor cultural fit.”

Such “poor fits” usually don’t last more than 12-18 months. It’s a big loss for the organization and the executive, both in morale and in the investment of money and time.

But more often than not, what is labeled as “poor cultural fit” is really a lack of situational awareness.

Is your new executive a poor fit? Or simply situationally unaware?

When Chris called me, she was completely demoralized.

“Patti, I have an excellent team. We’ve been through crisis and change and are even stronger than before. But I’m incredibly disappointed about my newest hire, Stan. He was the most promising talent when we onboarded him. And what a track record! But he’s not connecting the dots here at the company. He keeps missing the mark. He’s just an incredibly poor fit with our culture!”

“Chris, what are you seeing that tells you he’s a poor fit?”

“Well, he doesn’t seem to grasp the organizational structure when he makes decisions. The other day, he rode right over my top project manager to fast-track one of his initiatives. And even though we approach decision-making in a democratic fashion, he continues to call the shots on things in which he should include others. I guess I’ve hired a racehorse that doesn’t belong here.”

“Chris, is he willful or stubborn? In other words, is he trying to show off?”

“No, Patti – he truly just seems to operate differently, the way I described. Is there anything I can do?”

“I actually think there is, Chris. If my hunch is correct, Stan lacks situational awareness.”

“Explain, please,” answered Chris.

“Stan may simply need to develop a better lens in reading the social and political currents of the organization. Right now, it sounds as though he doesn’t have a good read on your organizational norms – the way you do things there. And he may also not understand the power relationships and how they work at the company.”

“Whatever it is, please help,” said Chris. “The other team members are distrustful of Stan, and his seasoned reports are shutting down.”

Chris arranged for me to meet Stan the next week. I felt sorry for him. He realized he was making mistakes and had become frustrated.

“I’m finding it very difficult to get things done here, Patti,” he said. “I’ve been handed some aggressive goals. and I see what’s possible. But I seem to keep treading on people’s toes, and there are obviously some unspoken rules around here. I’m lost.”

Stan and I talked a bit about his onboarding process.

“Truthfully, I was welcomed at a strategic planning retreat and met all my colleagues. I have meant to get around to meeting each one, learning more about what they do, how things work. But we have some time-sensitive goals, and they are pretty challenging. So, I’ve gotten to know them only through our interactions in team meetings. And, of course, I have a copy of the strategic plan with responsibilities assigned.”

“Who is mentoring you in this first phase of your employment?” I asked.

“Mentoring? No one. Chris says she’s available for any questions. But she’s pretty busy. I’m just pushing through this as best I can. But I’m really not making friends.”

I sat with Chris later and shared my thoughts.

“You have a bright executive. And he’s willing. He knows he’s in trouble. The challenge here is that he doesn’t have someone to walk him through the political and social networks he needs to know in order to get things done.”

“I’ve been pretty busy,” Chris admitted. “He does come in and ask questions from time to time. We talked through his responsibilities with the strategic plan. What else can I do?”

“Have you identified key stakeholders for each of his initiatives and introduced him to them?”

“No,” Chris answered slowly.

“Have you walked through your decision-making process here at the company?” I asked.

“No,” she said. Her shoulders drooped. “Wow. I’ve really messed up this onboarding, haven’t I? I’ve actually set him up for failure.”

“It’s not too late,” I countered. “Let’s sit with him and get a plan together. I don’t think you need to bear the full responsibility of this – but it needs to be orchestrated. I have some ideas.”

A few weeks later, Stan called me to thank me.

“What a difference,” he said. Taking the time to talk through how things work around here, how people get things done – invaluable. Having a couple of colleague mentors to help bounce things off of before I press a button – what a change. I just wanted to thank you.”

“Stan, I’m glad it’s working out,” I said. “You have a lot of contribute.”

“You know, Patti, I guess I should have asked Chris to help me come up with such a strategy. It never occurred to me since I had never encountered such a problem elsewhere. But – lesson learned.”

Lesson learned is exactly what Chris said later, as well.

“We all have our growing edges, Chris,” I said. “You have pushed through another one. You are on your way.”

What about you? Do you have an executive who finds it hard to get the work done?

Do they tread on others’ toes? Are they having trouble connecting the dots? It will be well worth your time to sit with your team member to explore where the gaps are. And be prepared because you may discover that one of the gaps is you.

In addition to resolving the issue, it could be a great opportunity for leadership growth at many levels, including your own.

The Clockwork of Excellent Leadership:   3 Essential Gears

What makes up excellent leadership? The essential components that go into leadership must all work together, or they begin to wear on one another and bring things to a stop. Learn how to keep them running like clockwork. Sign up to receive the  complimentary infographic.

© Patti Cotton and patticotton.com. All rights reserved. Unauthorized use and/or duplication of this material without express written permission from the author is strictly prohibited. Excerpts and links may be used, provided that attribution is made to Patti Cotton and patticotton.com, with links thereto.

Do Your Stakeholders Get in Your Way?

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Do Your Stakeholders Get in Your Way?
Image Credit: Shutterstock

It’s challenging to get things done, especially with the changes you need to make.

Removing obstacles isn’t easy. But when roadblocks turn out to be the people who actually need to help you move forward, this can defeat even the best of initiatives.

Are your stakeholders aligned? Or are they just getting in your way?

“I’m ready to fire two of my key people,” said Jan. “They are the main holdup with the changes we need to make. If we don’t move on these, we will lose out on opportunity – and on the credibility we need with our board.”

“How are they showing resistance?” I asked.

“They began by talking to other team members on the side and pointing out what they saw as shortcomings in the plan. I’ve addressed this with them, but they still show reluctance to climb on board. I need their energy and I need their commitment.”

“What are you doing to bring them along in the process?” I asked.

“Bring them along? They were part of the visioning process. What else do I need to do?”

“If you are meeting with resistance, Jan, I’m curious about your process. As you worked together, did you allow for working through objections and considering various perspectives?”

“Patti, we don’t have time for that. I’ve got to push these initiatives through quickly. Otherwise, we will seriously jeopardize our financial health.”

“Well, if these two executives hold keys to moving forward, then you can’t do this without their support, Jan,” I responded. “Let’s take a look at how you can ignite them to action instead of dragging them behind you. If you don’t take the time to do that now, it sounds as if you won’t have a company to worry about.”

Jan shared that the company had lost significant market share during the first six months of the year due to the crisis. In order to remain financially healthy, Jan and the team had come up with a two-phase plan that would cut costs and generate greater revenue.

“When we discovered we could not recuperate quickly without making some big changes, we had to act quickly. We went offsite for a day, came up with a plan, and here we are,” said Jan. “These two executives are not alone in having to make changes.”

“Jan, may I share some perspective, here?” I asked.

“Anything – if it will move us along,” she said.

“Jan, these two executives are key to your success, right? That’s what you shared with me.”

“Yes,” Jan responded. “Without them, we can’t make some of the key pivots we need to make to recapture revenue.”

“Well, as we talk about the situation, I can hear your need to move quickly and your frustration. I can also hear that the support of your executives is paramount to succeeding.”

“Yes,” said Jan. “You are right. But where are you going with this?”

“Jan, your executive team members are key stakeholders. If you want to succeed well, we need to see how we can invite them to partner with you. Stakeholder alignment is key.”

“What would that mean?” asked Jan. “They realize that we need to take measures and act quickly. What do we do that we haven’t done?”

“In bringing stakeholders along, you must first see where they are with your ideas and what their concerns are,” I answered. “In this way, you would clarify what the gaps are and how to address them. But in your case, it sounds like you already know what the concerns are – at least, you are telling me that they are objecting and not aligning with your plan. Am I right?”

“Yes, I’m well aware of their concerns,” Jan said. “And I thought we addressed these in the meeting. It’s apparent to me now that we did not dig deep enough to surface more.”

“Jan, bringing stakeholders along is a process, not an item on a checklist,” I said. “You are right – a strategy meeting is just the beginning. Since you are aware of their objections, you can invite them to resolve these and align with you in one of two ways – your preference.

“You see, in order to bring people along, you actually have to be open to having your own mind changed – not just changing theirs. It’s not a matter of simply telling them what the plan is. It means being open to examining other perspectives and input. It means realizing that their thinking might make your thinking even better.”

Jan paused and sat back in her chair. “I’m listening.”

“You have a short timeline, Jan. It sounds like you need to get back in the room with everyone as a follow-up. Invite further involvement – ask for objectives and perspectives, giving them the end goal or transformation in mind. And let them work through it with you. Be sure you cover three things: (1) fears and concerns; (2) what’s in it for them; and (3) how the changes will make the company’s life better.

“You’ll find, Jan, that if you spend more time on this, you will recuperate time on the back end. Your stakeholders will have bought into the plan and will commit to it full force.”

I followed up with Jan six weeks later. She was pleased to report that the follow-up discussions had been powerful. She admitted changing her own mind on one of the ways to recapture revenue, and to seeing the value of pooling minds to come up with best solutions.

Do you recognize the importance of your stakeholders? Can you share the vision in a way that invites feedback and discussion? If you will devote the time to create such partnership, considering all perspectives and pooling best ideas, the results will be a win-win for the team and the entire organization.

© Patti Cotton and patticotton.com. All rights reserved. Unauthorized use and/or duplication of this material without express written permission from the author is strictly prohibited. Excerpts and links may be used, provided that attribution is made to Patti Cotton and patticotton.com, with links thereto.

Leading the Executive Team Post-Crisis

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Leading the Executive Team Post-Crisis
Image Credit: Shutterstock

The immediate crisis is over. And although you are still rapidly recovering revenue and rebuilding operations, you now need to bring greater stability to the organization.

Your team’s quick response to meet the crisis is to be celebrated. But the approach will not work well in this next stage of change.

This means your team needs to change the way they operate. And given the different business landscape, the way we used to operate will no longer work.

It’s a different world – and we must work differently together.

So, if you are expecting your team will simply “fall back into place and get back to work,” think again. A lack of intentional rebuilding on your part will result in confusion, misalignment, conflict and a great potential to lose top talent.

Your team must reinvent itself at this point in order to perform effectively.

Where do you begin?

1. Look back to move forward.

Bring closure to this period by celebrating the successes of the team in having moved through the immediate crisis. Set some thoughtful time aside for this and make sure you invite the team to give their input. Talk about what the experience was like for them, what they needed to shift or change in order to get the work done. What did they learn?

2. Chart a purposeful path forward.

Recognize that as a team and organization, you cannot pull back. Much change occurred during the immediate crisis. People were asked to stretch, do differently, products and services were delivered in different ways, much more. As you chart a purposeful path forward, what needs to be examined? Incorporated? Altered?

3. Set the operational pace.

Restate the organizational vision to shift the team lens to the long-term. Then, roll back to the short term, asking what this means – what the focus should be – for the next 3-6-12 months, How can the learnings you discussed be incorporated?

4. Charter how you will operate together from this point.

Articulate who you are as a team. What do you know about your abilities and potential? How can you put this to use, and how will you align and coordinate your decision-making as you set out onto the new landscape together? How will you measure success? Handle critical communications? Accountability?

5. Lead with resolve.

Because uncertainty is now part of the norm, keep your eyes on vision, knowing that strategies and initiatives may change in order to reach it. Consider how you as a team will adopt an explorer’s mindset as part of your culture. Remember how, together, you weathered the last storm and weave this into your group narrative. Use this as a tether in future tough times as a reminder that as a team, you faced the seeming insurmountable and rose victorious.

If you are intentional with these steps as part of your organizational transition, you will reap the benefit of stronger commitment and engagement on the part of your team. Once you do this, encourage each of the team members to replicate this process through the organization with their own teams.

To your success!

The Clockwork of Excellent Leadership:   3 Essential Gears

What makes up excellent leadership? The essential components that go into leadership must all work together, or they begin to wear on one another and bring things to a stop. Learn how to keep them running like clockwork. Sign up to receive the  complimentary infographic.

© Patti Cotton and patticotton.com. All rights reserved. Unauthorized use and/or duplication of this material without express written permission from the author is strictly prohibited. Excerpts and links may be used, provided that attribution is made to Patti Cotton and patticotton.com, with links thereto.

Does Your Leadership Need More Social Capital?

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Does Your Leadership Need More Social Capital?
Image Credit: Shutterstock

Do you, as a leader, have the social capital you need to get the job done? Influence with others is paramount to leading.

How can you tell if you have enough? And if not, how do you go about building it?

Sarah, chief operating officer of a hospital, was the newest member of the C-suite. The board had highly recommended her, thinking that her previous experience with change management at another healthcare system would support their vision for growth.

Several months later, however, Sarah had not been able to meet her short-term goals. The rest of the executive team blocked her efforts with every move she made.

Mark, the CEO called me. “It’s as though they are out to get her,” he said. “She has a great plan, and I support that, but the rest of them are stalling her. What do I do?”

“Mark,” I said, “It sounds like she hasn’t taken the time to build up social capital.”

“Social capital?”

“Yes,” I said. “The influence to bring them along. Building relationships with them, developing trust, sharing norms and values so that when she needs something done and you support it, they work with her to accomplish it.”

“Well, great,” Mark said. “I don’t know how she is going to do it, now. One of the board members mentioned this morning that he had supported her candidacy. Evidently, he saw her last week and she updated him. He now thinks the board may have made a mistake in recommending her. Yet she is doing what I’ve asked her to do. Short of pulling power and demanding that everyone comply, what do I do?”

“Here’s the deal, Mark,” I responded. “Power is not as straightforward as you think. If you approach it in that way, Sandra loses all credibility as she hides behind you. And you create resentment on the part of the others – a slippery slope for a team’s commitment to the business.

“Power is complex, Mark. And in this case, it is relational. How Sandra builds her relationships will be key to her success – and to your retaining top talent across the team.”

“Please help, Patti. I can’t afford to lose credibility with my board and my executive team. And I certainly can’t afford to lose top talent. Sandra’s good. I think we just need a leg up.”

Mark then had me attend an executive team meeting, then later introduced me to Sandra, who quietly shared that she felt defeated and ready to quit.

“I guess I jumped in with big plans and didn’t take the time to build relationships, first,” she said.

“You are pretty astute,” I answered. “Watching the dynamics in the executive team meeting was like witnessing a shark frenzy. And you were the bait.”

“In my last position, all I had to do was to video call one of the satellite offices and talk with the director for a few minutes. Their workload might be almost impossible, but we worked well together to shoulder through. It was that way throughout the system.

“I guess I haven’t taken the time to get to know the others. The board gave us a pretty aggressive plan and a tight timeline. I thought the way was paved. But I thought wrong.”

“Let’s talk about what we can do from this point,” I said. “If you are willing, I would like to work with you to turn this around.”

Sandra agreed to give it her all. Then, we got to work.

Six months later, Sandra was on a much different and better footing with her colleagues. And they were on their way to expanding the hospital’s reach as they had needed to do.

What did Sandra do? She learned to apply five things that all leaders must incorporate into their way of leading:

1. Recognize that power is dictated by your interactions with others.

The relationships and alliances you create can be of major support to you when you encounter potential points of resistance. The resources, information, and help you need should be within the circle you forge over time. Important to note is that before people will commit to a stretch demand, they need to trust and know you, and to feel that you have their interests in mind and that you will support them when they need your help. To come to this point, you need to cultivate the relationships carefully, hearing of their interests and needs, and seeing how you can help them.

2. Assess the landscape before you dive in to make big changes.

Look at your long-term goals and objectives, your short-term wins, and any other priorities you have been handed. Who are key stakeholders in the areas that will be touched by the changes you need to make? Who is likely to resist? And why? If you can map out the web of those potentially affected by your efforts, you can then put together a plan to start bringing them along. And it’s true that we “don’t know what we don’t know.” As you begin speaking with those you feel will be affected, as them who else you should include in conversation around the topic. You can quickly build your networks in this way.

3. Gather insights from your stakeholders and invite them to help you co-create solutions.

Respect the history and perspective that others bring and remember that co-creation means that the parties involved will have more buy-in and support you to much greater extent. This will also help you to leverage relationships with others, as you will have advocates “in the field.”

4. Build your power network with intention.

Map out your network, identifying your dependencies both inside and outside the organization. Decide to systematically strengthen these relationships according to those upon whom you rely, those who rely upon you, and who controls various resources and support.

5. Take time for reciprocity.

How can you create value for those who are in your network? Can you connect them with others to help them realize their goals? Can you serve as a co-creator, even if you don’t have a stake in the initiative, but can lend brain trust? Decide what you can do to bring value to your relationships and do this systematically. As transactional as it seems, a spreadsheet to track your power network and the touches that you make with them to build social capital can serve extremely well.

How can you begin to build your own social capital to get things done? Or to strengthen one that has served you to this point? Personal power – influence – is key to leading effectively. Take time to fortify your power network to help you move effectively into the future.

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© Patti Cotton and patticotton.com. All rights reserved. Unauthorized use and/or duplication of this material without express written permission from the author is strictly prohibited. Excerpts and links may be used, provided that attribution is made to Patti Cotton and patticotton.com, with links thereto.