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A Powerful 5-Step Planning Tool

September 6, 2017 By Patti Cotton Leave a Comment

A Powerful 5-Step Planning Tool for Executives to Finish Strong

A Powerful 5-Step Planning Tool for Executives to Finish Strong

It’s September.

If you are an executive in charge, acting “on purpose” to guide your team or entity to this year’s finish line is crucial.

I know it’s already on your mind.

Yet September is usually when I see executives start to slide.

 They have pushed hard during the first couple of quarters, and have allowed the summer’s workplace to slow things down.

Psychologically, it’s pretty tough to pick back up after ramping up and slowing down. It can cause stress, a feeling of overload as you try to get back on track, and a sense of being behind that can follow you through December 31st.

In fact, you may feel just a wee bit tired and demotivated just reading this, because you know what I mean.

Are you ready to get in front of this so you finish the year strong, avoiding the stress and overload that comes with year-end frenzy?

It’s time to get intentional.

I can help you do that so you finish out the next quarter in a strong and productive way that helps you and your team celebrate effectiveness and achievement.

It’s something I use with my private clients, no matter what time of year, to ramp up their success.

The 5-Step Powerful Planning Tool

1. Review your business foundation.

Gather your team and review your mission, vision, and values statements. Together, these should comprise a strong and exciting philosophy that does not change. These share the inspiration, the “why” of what you do that will fuel your motivation and drive over the next 90 days. Get clear on these before proceeding to step 2.

2. Assess your progress to date.

Review your current goals and strategies. Are these currently meeting and exceeding your business objectives? How well? Refer to any milestones and benchmarks associated with them to see if you are firmly on track, or if you need to adjust or shift any approaches you take to finish out the year. Celebrate the wins, cut the losses, and above all, quickly eliminate any work associated with that which is not working. Clear the deck for your last quarter.

3. Determine your priorities for the next quarter.

What priorities rise to the top? Identify or review the initiatives and projects associated with these. If you find it difficult to triage, do a quick analysis of priorities and projects so that you don’t hang on to the misnomer that “everything is equally important.” Take the lean and mean approach so you can finish strong, allow your team to be recognized well, and save your sanity.

4. Outline your 90-day action plan.

Working a 90-day action plan is incredibly effective at keeping you and your team motivated and energized, if you will include incremental milestones and short-term wins. So, as you identify major projects and activities, responsible parties and key stakeholders, ask yourself: What are the incremental milestones we can celebrate at the end of 90 days? Where are the best short-term wins to be captured that will support longer-range goals? And finally, do a quick assessment to ensure that the plan and its tenets support the enterprise’s mission, vision, and values. This is a great team-building exercise.

5. Up-level your ability to execute.

Use this 90-day action plan to perform a “personal 360°” on your plan and yourself. Have your team do the same, and then come together to discuss so that you can best support one another.

Here are questions to ask yourself:

  • As I look to the end of this next quarter, what commitments, activities, and calendar items do I need to shift, put aside, and/or eliminate in order to accomplish the 90-day action plan’s objectives?
  • What are those personal leadership behaviors I need to adopt in order to do well?
  • What needs eliminating?
  • What needs shifting?
  • What does meeting with my team to assess progress look like?
  • And how shall we celebrate our success at the end of these next 90 days?

I hope you enjoy this process as much as have my clients. They have used this for team-building, heightening performance, productivity, and morale.

What are your biggest barriers to meeting year-end goals? How do you move past these in order to succeed?

Patti Cotton

Patti Cotton reenergizes talented leaders and their teams to achieve fulfillment and extraordinary results. For more information on how Patti Cotton can help you and your organization, click here.

When Leadership Abdicates the Throne

May 10, 2017 By Patti Cotton Leave a Comment

When Leadership Abdicates the Throne

Most know the romantic short version of the story of King Edward VIII and American socialite divorcée Wallis “Wally” Simpson. The young king gave up the throne so that he could marry and spend the rest of his life with his love.

The longer version of this story is seldom discussed, and it’s not quite as romantic. In fact, the situation was fraught with tangled and tawdry conflicts up from the time they met until the end of the couple’s lives.

The history books recount Edward publicly showering Wally with jewels and lavish vacations, and upon becoming king, continuing to consort with the still-married Wally, creating scandal and confusion touching not only his own family, but also the government and the United Kingdom. Even after abdicating the throne, Edward and Wally continued to flirt and fraternize with risky and dangerous relationships and situations, including heavy indicators that they supported Adolf Hitler and his efforts.

What does this wild situation have to do with leadership in the workplace?

Whether Edward should have left the throne for the woman he loved is not in judgment. Rather, it is the way he went about things – poor focus, direction, and execution. This resulted in a loss of trust and support by his inner circle and his country, and a challenging life after leaving the throne.

It’s when you’ve lost the trust and support of your people that it’s “game over.”

What does leadership abdication look like in the workplace?

It may be more subtle than stepping down from a royal throne, but it’s just as damaging.

Here are some styles of those at the top who may or may not be physically present, but who abdicate their responsibility as leaders.

Through poor behaviors and approaches, these hurt the morale, and productivity of those around them. Teams silo. Key talent leaves. Confusion reigns. The bottom line suffers. Do you or anyone you know have a boss like one of these? Or, as a leader, do you identify with any of these traits in your own leadership or in that of your team?

  • Jan, the Benevolent Dictator.

The Benevolent Dictator is the proverbial maternal/paternal figure, who keeps a tight rein on everyone. As a report, you aren’t always sure what you are supposed to do until you get directives from Jan – what to do, how to do them – and then Jan will check with you frequently to make sure you are doing what she told you to do. Sometimes she will even change her mind about what she tells you to do so that you have to change direction in the middle of a process. In short, the micro-manager extraordinaire, Jan may have you in her office several times weekly to tell you when to turn right or left. Is it any surprise that Jan doesn’t have her team operate from an action plan that empowers them and allows them to move forward on their own? In addition, chances are, your job description is “in the pile to update,” and so is your raise. Good luck with that.

  • Sam, the Disappearing Act.

Sam likes for you to take over while he disappears. In the beginning, it was pretty exciting to have so much leeway with what and how you run your area of responsibility. But then, you began to catch on – Sam reappears at the oddest times, parachuting into the middle of your projects and decisions. He questions what and why you are doing what you are doing. He changes things. It’s pretty frustrating, and you can lose credibility with others when he does this. Feel like a yo-yo?  You are. You’ve probably been promised a promotion for some time, and it’s overdue. If you could just get some time with Sam to discuss – but then, everyone else is lining up with questions, too. Because there are some critical, time-sensitive decisions that have been waiting for his endorsement – and he hasn’t been around to answer them until right now. Catch him quickly! Because, when you least expect it, Sam will be out the door, again.

  • Julia, the Decision-Adverse Boss.

Julia is famous for bringing enough of her homemade strawberry pie into the office for everyone to have a slice. She knows the names of all your kids and pets. She plans the best staff retreats. But it never seems like the right time to get a decision on critical items from Julia. “Let me mull this over,” and “That’s a great idea – let’s put it on our list,” are two of her favorite responses to your queries. Face it – you just can’t move forward with some of your initiatives without her help. You get the feeling that she cares about some things – just not about getting the work done. So forget your goals. Have another slice of pie. P.S. You’d better hope that when evaluation time comes around, she doesn’t blame you for poor performance.

  • Jim, the Easter Bunny.

Jim loves everyone, and everyone (seems?) to love him. He thrives on being liked, and it’s because of this that he refuses to do the right thing. Jim doesn’t want anyone to think he is playing favorites. Consequently, he hands projects and opportunities out like candy, and when one person gets a raise, everyone gets one. You can imagine with this kind of distribution that the remuneration is modest. You’ll hear things like, “Well, let’s see, you say you are doing twice the work that old Bernie is, and that you have twice as many reports, and twice as much revenue to generate as he does. But, you know, Bernie has been with us for 25 years, now. We wouldn’t want him to get the wrong impression, would we? So let’s just hold that promotion idea until we can come up with something for him, too. Maybe we can take it up with the team tomorrow.”  Just a word, here, but you’ve probably already guessed it:  Tomorrow never comes.

  • Mark, the Candy Man.

Who’s a good girl or boy? I’ll tell you who – it’s whoever is favored at the moment. Feel like you are favored? Try as you might, you won’t find out why you are loved at the moment, so you just hope you keep doing whatever it is keeps you on the boss’ good side. On the other hand, do you feel like the boss is spanking you for something and you don’t know why? Chances are you won’t find that out, either. You may not have done anything wrong, but the boss will deny any unfair treatment when you ask about it. Meanwhile, you feel like you are continually shut down – your ideas, the way you do things. Tired of playing with crazy? Time to think about alternatives.

There are so many ways of abdicating one’s responsibility in leadership. But no matter what style or behavior it is that holds someone back from leading, it always winds up damaging self, others, and the enterprise.

What poor style of leadership have you witnessed or heard about in the past?

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Patti Cotton is a CEO and former foreign diplomat. A sixth generation business owner, Patti not only coaches leaders – she has extensive experience in actually being one. Her experience, record of unprecedented success, and extensive training and certifications make her uniquely qualified to bring value to you and your team in the areas of leading self, leading others, and leading the enterprise.

Patti’s areas of focus include leadership and talent development, with specialization in leadership behavior and communication, conflict management, executive presence, succession planning, and strategic personal, leadership, and organizational growth.

With over 25 years of proven leadership experience, Patti works with individuals, teams, and organizations across diverse industries. As an executive coach, trainer, and Fortune 500 speaker, she will inspire, influence, and impact your organizational leaders to reach new heights of success in their personal and professional growth, and to improve performance across your organization.

For more information on how Patti Cotton can help you and your organization, click here.

Patti Cotton

Patti Cotton reenergizes talented leaders and their teams to achieve fulfillment and extraordinary results. For more information on how Patti Cotton can help you and your organization, click here.

When Your Team Member is Stuck in Story:

March 8, 2017 By Patti Cotton Leave a Comment

When Your Team Member is Stuck in Story

Helping Them Take Back Control

Do you love stories? So do I!

Stories are entertaining – and they help us make meaning of our world.

Some of my favorite stories are of the Sherlock Holmes type, where solving the mystery to bring solution is key.

But some tales are frustrating, like the kind in which your employee seems stuck. This kind affects everyone on the team. It slows down productivity… energy… motivation…

Is one of your team members holding you hostage to the same script? If you hear any of the following lines on a regular basis, you need to help your team member turn the page:

  • I can’t because…

  • It will have to wait until…

  • That would be nice, but…

  • I would have/could have, but…

I am often called to coach teams, and once coached a small, but key team to help them perform at a higher level. The talents were there. The desire was there. But the numbers were down. And the energy was low.

At one point early on, I asked them to walk me through a current project to see how they would describe the process of working together. And we hit the jackpot.

Terry, Laurie, and Martin began laying out the pieces of the project, and shared who was responsible for which part of the whole. Then I asked them to draft a timeline to show me how this would happen, and at what pace. At a certain point in the process, Laurie revealed that she was “stuck in story” – that she was unable to work around a chronic issue to move at a more acceptable pace.

“I can’t meet that deadline, Terry, and you know it. It will have to wait until I complete my part of the Blue project we are currently working on.”

“Oh– you still have that piece to complete?” asked Terry.

Martin joined in. “Can’t we figure out a different way to pace these things?”

“It’s not that – it’s just all the interruptions I get during the day. I can’t just tell people to go away.”

At this point, I interrupted.

“Are you saying that the interruptions are what is holding you back from being able to complete your work in a more timely fashion?”

“Yes,” Laurie answered. “The guys here know that my office is the first on the hallway, and that I’m seen as point person for the team. That means people coming in and out all day.”

I turned to Terry and Martin. “How does this slow down what you are able to complete?”

“Are you kidding?” said Martin. “We are constantly telling leadership they will have to wait because of this.”

“Okay,” I answered. “So what’s the solution to this?”

“You mean to the interruptions?” asked Laurie. “There is none. Like I said, my office is first, we are asked to be responsive, and if it isn’t office visits, it’s e-mails and phone calls. All day. I could be much faster – but I can’t because of this.”

Laurie was stuck in her story – the story that she had to operate in a certain way because of her role, even though it held her work back – which held back the entire team.

It was time to rewrite her story.

“Laurie, let’s brainstorm,” I said. “We need Terry and Martin’s help, here. If you weren’t there in that office to field interruptions, what would happen?”

“Good grief, if they couldn’t find me, they’d barrage me with e-mails and phone calls on my cell.”

“Your cell?”  I asked. “Colleagues here call you on your cell for work questions?”

“Well, yes – if they can’t find me. They know they can chase me down on my cell. And then, the e-mails keep coming.”

“Laurie, what would happen if you turned off your cell and scheduled time twice daily to look at your e-mails?”

Terry sat up. “I said that months ago!” he said. “Why does the entire work floor have to hold you hostage, Laurie?”

“Hostage?” responded Laurie. “That sounds like I’m a prisoner.”

“Well,” I said, “The way you describe things, you have pretty much said so. I mean, you’ve said you cannot control it. But…”

“But, what?” she said.

“But – you can control yourself and what you choose to do with the barrage coming your way.”

“But if I do that, I’ll have piles of e-mails and calls to return – and that will put me farther behind.”

“Laurie, it sounds like people are depending on you to drop everything and help at any time,” I countered.

“Hey,” said Martin, “Patti’s right. Actually, you have a bunch of people who look to you to help them out all the time when it’s actually not your job or place.”

“Well…” Laurie got still. “I guess it’s true.”

“What are you getting out of fielding these cries for help all day long, Laurie?” I asked.

She got quiet.

“Laurie,” I moved forward gently, “Are you getting some satisfaction out of helping?”

“Well, yes,” she said. “And if I am honest with myself, I guess that most of it isn’t even related to our department. I know I said I was point person – but it’s much more than that. In truth, maybe it’s just a way to feel valuable.”

“Valuable?” asked Terry. “You think you aren’t valuable to our team?”

And then, our real work began. And although we had to do some deep work, it paid off.

I’m happy to report that a few months later, the team members were working at top performance, with all members understanding and appreciating each other’s value.

Don’t you love a story with happy ending? I certainly do!


Patti Cotton helps women executives optimize their effectiveness in leading self, others, and enterprises. Her areas of focus include confidence, leadership style, executive presence, effective communication, and masterful execution. With over 25 years of leadership experience, both stateside and abroad, Patti works with individuals, teams, and organizations across industries, providing executive coaching, women’s leadership development, change, and conflict management. She is also a Fortune 500 speaker. For more information on how Patti Cotton can help you and your organization, click here.

Patti Cotton

Patti Cotton reenergizes talented leaders and their teams to achieve fulfillment and extraordinary results. For more information on how Patti Cotton can help you and your organization, click here.

Why Aren’t You Leading?

September 28, 2016 By Patti Cotton Leave a Comment

Why Aren’t You Leading?

Mastering Your Inner Leader, Part I

Why aren’t you leading?

You’ve taken leadership boot camps and development programs, and read all the books. And there you are. In the same place. Month in, month out. Year in, year out.

Your influence is respectable, but it isn’t fantastic. You aren’t as effective as you could be, and you aren’t being recognized for your work (Promotion, anyone? Partner? Bonus Pool? Million Dollar Club?) What’s more, your income or sales isn’t increasing – yet you are working just as hard as ever, if not more.

The thing is, you are talented, and you know it. But it’s not showing like it should, in order to get the recognition and reward you deserve.

Nine times out of 10, I find that talented professionals overlook the one thing they should focus on, if they truly want to succeed. And it’s the one thing that can make all the difference.

I coached a vice president who had inherited great responsibility just the year prior. Susan had been a top performer in the company, and because the company did not want to lose her, she had been given a spot on the senior leadership team.

“I’m like a fish out of water,” Susan said over the phone. “And frankly wondering if I’ll ever be able to swim in deep waters with these people. I’ve tried schmoozing with them, I’ve held the same meetings with my team as they do with their teams. Sometimes, I even think I subconsciously try to walk and talk like some of them! But it’s not working.”

“Just a few months ago, all of senior leadership was given a leadership assessment. They had two group sessions to talk about it, and handed us books for reference. But knowing about leadership skills and strengths I have isn’t enough to get me anywhere. Help!”

Susan’s case is not atypical. A lot of top performers are promoted to leadership. After all – they performed well where they were before – they can certainly do it, again – right? Not necessarily.

From time to time, companies try to help their leadership teams by bringing on a consultant for assessments of all kinds and a follow-up training for a deeper dive. But testing and acquiring knowledge in specific areas is not enough to develop your leadership.

In fact, America spends more than $170 billion per year in training on topics of this sort, and results show that we are largely wasting money. Studies show that training participants take away about 27% of the learning provided, and then abandon it quickly because they don’t know how to integrate it.

So if copying other leaders doesn’t work, and taking a leadership skills assessment or a personality style diagnostic with some follow-up training isn’t making you a more effective leader, then what does work?

Mastering your inner leader.

Mastering your inner leader involves identifying your core values, and the particular strengths and gifts you bring to the table, so that you can learn to use them powerfully as you lead yourself and others. Only by mastering your inner leader will you stand out with confidence and make greatest impact.

You see, what works for the person down the hall will not necessarily work for you. And without knowing what you have to work with, you will be making decisions and taking actions without coming from a solid leadership foundation. And it will show.

Instead, you must discover what you have to work with, flex and fine-tune it, and the result is that you brand your leadership in a way that is genuine and most powerful.

How do you start?

I often start by having my clients identify their top core values. We then do an inventory in key areas of their life and work to see where they are doing well, and where they need to de-clutter or realign, so that they are living true to their values. I then help them begin to reinforce this learning with a “coach approach” so that the learning becomes a way of being. Over a period of 8-12 weeks, clients report less stress and tension, and more focus, productivity, and enjoyment.

I bet you aren’t surprised. Because coming from your center, from your core values and strengths, is authentic, you are more confident, you feel more energized, and you produce your best.

In my next article, Part II, I’ll talk about a unique way that you can identify life themes and strengths to build on mastering your inner leader.

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

How do you integrate your values in your work?

Patti Cotton

Patti Cotton reenergizes talented leaders and their teams to achieve fulfillment and extraordinary results. For more information on how Patti Cotton can help you and your organization, click here.

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