Patti Cotton

Executive Coach & Career Strategist

initiative

Jumpstarting Leadership Abilities

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Jumpstarting Leadership Abilities
Image Credit: Depositphotos

When was the last time you undertook a major initiative?

No doubt, you and your team did some careful planning over time to outline a strategic plan and to get the right people and processes in place to launch successfully.

But did you consider what you would personally need in order to lead this expanded arena effectively?

No doubt, it asked more of you – decision-making became more complex, the challenges you and your team faced were new and more involved. That which worked well in the past was now inadequate. You simply chalked up the elevated demand for your personal resources, the additional stress, and the fatigue accompanying this to be part of the natural course for expansion.

Jumpstarting your leadership abilities as you look to launch a new initiative or project is key.

Ideally, it starts in the planning period, but anytime in the process will enhance your success and that of your company.

Why? Because more responsibility requires you to lead at an elevated level. And although coaching over time is the most effective way to develop your leadership abilities, fast-tracking this to meet change can boost your capacity quickly.

John, the Chief Executive Officer of a large healthcare organization, had always been an effective and visionary leader. Under his leadership, the organization had grown significantly, expanding its services and improving patient outcomes. Recently, John was tasked with leading a groundbreaking initiative aimed at integrating cutting-edge technology into the organization’s operations to enhance patient care and streamline processes.

Recognizing the magnitude of this new challenge, John realized that he needed a quick “kick-start” to elevate his mindset, refresh his thinking, and eliminate any old habits that might inhibit his leadership of this new initiative. Despite his past successes, he understood the importance of continuous personal growth and the need to adapt his leadership style to meet new demands.

When he called to explain what he was undertaking, we both agreed he would be well-served to work with an executive coach who could challenge him, be his thought partner, and his sounding board.

His current leadership style, although proven successful, might lack the necessary agility and forward-thinking approach required for this transformative initiative. This could result in slower adoption of new technologies, resistance from staff, and ultimately, a failure to achieve the initiative’s ambitious goals. John needed to rejuvenate his leadership approach, foster a more innovative mindset, and develop strategies to lead this change effectively.

To address this, we decided to jumpstart his leadership development with a 3-day private immersive. John later shared that this made a huge difference in the way he was able to move forward quickly and with greater ease.

Day 1: Assessment and Mindset Elevation

The first day focused on a comprehensive assessment of John’s current leadership style, strengths, and areas for development. During the week prior, I had administered a relevant assessment and conducted some personal interviews with John’s team in order to gain a holistic understanding of John’s leadership profile.

We focused on mindset elevation in the afternoon. Through guided discussions and reflective exercises, John explored the latest trends in healthcare technology, innovation, and leadership. I introduced techniques for fostering a growth mindset, emphasizing the importance of adaptability, continuous learning, and open-mindedness.

Day 2: Strategic Thinking and Innovation

The second day was dedicated to enhancing John’s strategic thinking and innovation capabilities. We began the morning with brainstorming sessions where I guided John as he generated creative solutions and strategies for implementing the new initiative. We discussed potential challenges and devised proactive measures to address them.

In the afternoon, the focus shifted to practical applications. John engaged in role-playing scenarios to practice leading his team through the change process, managing resistance, and communicating the vision effectively. I was able to provide real-time feedback and coaching to refine John’s approach.

Day 3: Habit Formation and Action Plan

The final day concentrated on habit formation and developing a concrete action plan. We identified old habits that could hinder progress and worked on replacing them with new, empowering behaviors. I then introduced techniques for habit change, including visualization, habit stacking, and accountability structures.

In the afternoon, John crafted a detailed action plan for the next 90 days, outlining specific goals, milestones, and key performance indicators. I emphasized the importance of regular reflection and adjustment to ensure continuous improvement and alignment with the initiative’s objectives.

Outcome:

By the end of the 3-day private immersive, John felt rejuvenated, inspired, and equipped with a fresh perspective on leadership. He had a clear action plan and newfound confidence in his ability to lead the organization through this transformative initiative. The intensive coaching session not only provided immediate benefits but also laid the foundation for an ongoing coaching relationship, ensuring John continued to grow and adapt his leadership approach to meet future challenges.

Does a quick intervention, such as a private coaching immersive, replace the classic coaching engagement over time?

No. An immersive is most effective when coupled with regular coaching for lasting change.

But the immersive can be greatly instrumental in fast-tracking senior executives like John to address, plan for, and acquire quick tools to begin the process of elevating their mindset, refresh their thinking, and adopt new habits essential for leading major initiatives.

By addressing potential problems early and equipping leaders with the necessary tools and strategies, organizations can ensure successful implementation and sustained growth in an ever-evolving landscape.

Where do you need to jumpstart your own leadership? What needs to shift or change in order to do so?

© 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.

How Do You Sustain Necessary Change?

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How Do You Sustain Necessary Change?
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You’ve made the changes. You have your business imperative in hand to keep you focused. You’ve aligned and coordinated your executive team around this business imperative. You’ve had some tough conversations to clear the air (and the plates), and you’ve identified the leadership behaviors necessary to support your team in making this happen.

But your team is scared. Or worse, they are at a point where they don’t trust this will work.

Michael, a well-respected CEO, had just led his executive team through these same steps. He was sick and tired of being in the weeds, feeling as though the company wasn’t meeting its business potential.

But his team was scared.

Sandra, his VP of marketing, spoke up. “We’ve gone through the exercise one too many times, and the changes sound great. We start out strong, then fizzle out. The changes we try to make don’t stick. I can’t even muster up the courage to try, this time.”

“Frankly, I’m skeptical, too” said Max, the COO. “We’ve tried and died quite a bit.”

“Patti,” Michael turned to me, “I may as well pack it up. If the team won’t commit, we aren’t going to make any progress.”

“Team,” I said, “Hold tight. There’s a last critical step in the process that ensures that you stay on the path. Most companies miss this step – and it makes all the difference.”

“I’m all ears,” said Candace, the CFO. “Because if this doesn’t work, I’m not sure I can retrieve any muster to move forward. At all.”

The room was quiet for a moment.

“I understand,” I said. “Change is hard. And unless we approach it in a way that supports its success, the discouragement is overwhelming. But hang on, please. Your track record is about to change.”

What did we do?

We created a system of accountability to hold the changes firmly in place. Because a change, no matter how big or small, requires a supportive system to allow it to become the norm.

And here’s how we did it for Michael’s team.

“Team,” I said, “You have taken the first 4 of 5 steps to make this work. Michael has created the company’s business imperative to set the direction (see Article 1 in this series). He has worked with you all to create and align your own business imperatives to support the larger one (see Article 2 in this series). You’ve surfaced some critical conversations that needed to be addressed in order to move forward (see Article 3 in this series). And you have identified how you need to work as a team in order to reach these goals (see Article 4 in this series). Now, it’s time for step 5: putting a system in place to keep you all on the path as you move into greater excellence.”

“I’m all ears, Patti,” said Candace. The others nodded.

“We are going to ask ourselves five questions as we review your goals and the changes you have identified that you need to make,” I said. “This will help us to create a system to hold the process – and ourselves – accountable. It will help us stay on track.”

Question 1: What are we measuring?

We worked to identify what we needed to measure in order to know that we were on the right path and moving at the right pace. What would we look for that measured success? We broke it down by quarter, and then by month, so we could course-correct in a timely manner if something was not working.

Question 2: Who needs to know?

We then identified key stakeholders for each initiative. Even though the team knew who was in charge of what, they did not always communicate to others who might be affected by the work. The team also identified how and when the stakeholders would communicate with each other and built this into their regular meeting agendas. Michael would review each team member’s progress for their area during their 1:1 meetings.

Question 3: How do we check on progress?

Michael took charge of this and built into the executive team’s monthly agenda discussion time to review the team’s alignment and coordination as they worked on goals. What was working? What needed refining or redirecting? The team looked at other feedback loop opportunities to make sure they could tap into needed information at any time.

Question 4: How do we support upgraded leadership behaviors?

The team recognized that working together at a higher level required higher skill-building. They asked me to work with them individually to break through any roadblocks holding them back, and to help them step into more effective leadership behaviors.

Question 5: What are the conversations we need to have now?

We agreed that I would also meet once quarterly with the team to work with them on any trust issues, as well as critical conversations and needed relational skill-building. Without this fifth step, a team does well at best, but never reaches its peak performance.

I’m happy to report that Michael and his team made incredible progress company- and team-wise in that first 12 months. And so, we decided to repeat this for Year 2, knowing that things would only continue to reach new and exciting heights. It is Year 3 for them, and they have established themselves as a leader in their industry.

Where in the process I have described above do you and your team excel? Where do you need to put a system in place, or to strengthen this so that it works well for you?

© 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.

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?
Image Credit: Shutterstock

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.

Why Aren’t You Leading? Part II

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Why Aren’t You Leading? Part II

Mastering Your Inner Leader, Part II

Last week, I asked you why you aren’t leading.

And a lot of you have written in to tell me why.

  • A few of you cited you needed more confidence – most of you stated you were ready to do the work, but you weren’t quite sure where to start.
  • Not surprisingly, every single one of you admitted that you were capable of more.
  • You also mentioned being at a place in your life where you are ready to lead – to take charge, and to accept greater responsibility for more recognition and reward.

Last week, we talked about the vital step of mastering your inner leader before you can “take it outside” to effectively engage and execute as one. Most people make the mistake of thinking they can develop their leadership simply by attending a company’ program designed for this, or by reading the best books on the subject and putting learning to practice. How hard can it be, after all? But these efforts fail.

There are a few reasons why this doesn’t work, even though the United States spends more than $170 Billion annually on training. And we explored this last week.

But it came down to this:  You must empower your leadership from the inside out!

In other words, you must identify and know how to effectively use the unique abilities you possess within to govern your decisions, behaviors, and actions. And we started with values – key to success. You can read more about it here in Part I.

This week, I want to discuss the next important step in mastering your inner leader…identifying into your life themes to discover your purpose, or your “why.”

Why is this important? It’s how you do your job – and why.

Keeping your purpose central to all you do keeps the passion flowing in your leadership. It’s the heart-to-action connection. It also makes your leadership distinctive – something that helps you to stand out and rise above the crowd.

A while ago, I sat with a woman named Jane.

“Patti,” she said, “I doubt you can help. My motivation left me about a year ago. I’ve lost touch with colleagues and team. Goals aren’t exciting. I wish I was retired – yesterday.”

“You are checking out – I can hear that,” I answered. “What happened?”

“You tell me. That’s why you are here,” she smiled.

So I asked Jane why she did what she did. What fired her up to get going in the morning? What difference was she making in her leadership, and in the outcomes she produced for the company? And she couldn’t tell me.

“You’ve lost your reason for leading,” I said. “It’s your purpose. We sometimes call it ‘your why.’”

“So,” she asked, “How did that happen?”

“Oh, it happens when we don’t stay true to our life themes, our purpose. Purpose is what drives us. It fuels meaning and satisfaction.”

“Can I get it back?”

“Yes, you can,” I smiled.

I worked with Jane on identifying the main themes throughout her life that had driven her decisions and actions. Two things stood out for us:  Jane had always sought to be an advocate and a teacher – even when small. It showed up on the playground, in her volunteer work in college, and throughout her career. We could look back and see how she had used it to rise to be the executive she was, today.

But about a year ago, Jane had been assigned an ailing initiative requiring her full attention. And we noticed that when she did so, she began to lose the passion in her work. A closer examination revealed that Jane had not actively considered how to use her advocate and teacher themes in approaching the initiative. Instead, she had taken quite a different approach that was creating burnout as it depleted her energy. As she lost her edge, she began to disconnect from others in small ways. Over a year’s time, she wound up feeling isolated and alone.

Fortunately, we were able to turn this around, reconnecting with her life themes of advocate and teacher, and shifting her approach to incorporate these into her work. I’m happy to report that after reconnecting with her purpose, she is back in top form, and loving her work, once again. Others recognize it – and she is being considered for a greater role.

What are your life themes? Can you look back over the years to see what roles you have naturally sought to play, and what energizes you as you do so?

Here’s are some quick questions to get you started in identifying your why:

  1. Describe 3 experiences in your life when you faced challenges. How have they shaped you?
  2. Look back at a period in your life when you felt special, as though you were meant for “this.” What were you doing? What was the role you played, and what energized you?
  3. For what reasons do people seek your help? Among those, which ones energize you?

 

Meanwhile, please join me in our LinkedIn group for more discussion on this topic.

How do you integrate your values in your work?