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Strategy:How To Stop Counter-Productive Habits In 4 Seconds…We can Learn to Use the Space Between What we Feel & Do to Make Smarter Decisions

Can you improve your relationships, increase your ability to focus and shut down counter-productive habits in just four seconds?

Cross Training

In his new book, Four Seconds: All the Time You Need to Stop Counter-Productive Habits and Get the Results You Want, Peter Bregman argues that the key to success in our fast-moving world is to pause for as few as four seconds—the length of a deep breath—to replace bad habits and reactions with more productive behaviors.

Bregman teaches that we can learn to use the space between what we feel and do to make smarter decisions—to take better actions. While the concept of mindfulness in business has recently reached new levels of popularity, Bregman is no newcomer to the idea or to the practice. He’s a coach to numerous CEOs and facilitates leadership workshops at The Esalen Institute and the Kripalu Retreat Center.

Using entertaining examples from his own life and career, Bregman shows how a four-second pause can be used to strengthen our relationships and to optimize our work habits.

                 How To Increase Follow Through

How often do you set New Year’s resolutions or other goals, only to fail in the execution? Bregman counter-intuitively suggests that it isn’t from a lack of motivation. If you weren’t motivated, you wouldn’t have set the goal in the first place. The problem is that your mind gets in the way of the follow through. Bregman writes:

If you want to follow through on something, stop thinking. Shut down the sabotaging conversation that goes on in your head before it starts…You’re smarter than your mind.

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 Stop Performing and Start Experiencing

Too often, we feel like we’re on a public stage being judged by the audience. And indeed, we are often judged and guilty of judging others too. But focusing on life as a performance, focusing on the judgment just increases our stress and reduces our ability to perform. It is far better to accept that we’ll never achieve perfection, we’ll always be learning, and we should enjoy the experience we are in. Bregman suggests that several times a day we just say to ourselves, “This is what if feels like to…” and focus on whatever we’re doing. When we’re focused on our feelings while in the middle of a task, we become mindful of the experience instead of the outcomes.

                      Say No To Establish Boundaries With Others

Saying yes to things that don’t support our strategic focus areas is a rampant disease. Whether out of habit, the desire to be helpful, or out of guilt too often our default is, “yes”. In order to create space and energy for things most important to us, Bregman suggests several ways to give a professional “no”.

He recommends always thanking the person for their request, as it’s a sign of trust and respect that they came to you to begin with. Realize that you aren’t rejecting the person, just their request. And be as resolute as they are persistent. Bregman models potential dialog, “I know you don’t give up easily—but neither do I. I’m getting better at saying no.”

For many of us, we immediately say things and take actions based on our prior habits or in response to our emotions. In Four Seconds, Bregman teaches us that to stay both sane and highly productive we must pause to take a breath, and be mindful in how we respond.

Forbes.com | March 27, 2015 | Kevin Kruse 

Leadership: What Every New Manager Should being Doing for their First 3 Months on the Job…Even if you Think you Know What you’re Going to Do, you’ll Learn so Much & There’s isn’t Any Other Point in the Job Where You can Do That

If you’ve taken over a new team at work, or started a new management job, you may feel the temptation to hit the ground running and dive right in to make changes.

sallie krawcheck

Sallie Krawcheck, the former president of the Global Wealth & Investment Management division of Bank of America, speaks during the Reuters Wealth Management Summit in New York June 3, 2013. REUTERS/Shannon Stapleton

However, that would be a mistake, according to Sallie Krawcheck, chair of global professional women’s network Ellevate and former CFO of Citigroup.

What you should really be doing is listening for about three months.

Even if you think you know what you’re going to do, you’ll learn so much and there’s isn’t any other point in the job where you can do that,” said Krawcheck.

Krawcheck came to this realization back in 2002 when former Citigroup CEO Sandy Weill asked her to head up Smith Barney, Citi’s then-new wealth management division. Suddenly she had tens of thousands of new employees, and while she understood the research side of Smith Barney’s business after running Sanford Bernstein’s research department, she wasn’t familiar with the wealth management side.

So Krawcheck went on tour, and sometimes Weill would join her. They flew around the country and talked to direct reports 3 to 5 levels below her, held town halls, and even made surprise visits to Smith Barney offices.

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One time, when Krawcheck tried to turn on a slide projector at a town hall. She found it wasn’t working — Weill had disconnected it.

“I went to push the clicker and there was nothing,” Krawcheck said. Weill was delighted.

“Here was the titan of industry at the top of his game… probably 2002… and he giggled.”

Weill knew that disabling the projector would force Krawcheck to listen, rather than talk, and Krawcheck got his message. After a productive three months of learning, listening gave her a solid idea of how Smith Barney worked and what she wanted to do with it.

Krawcheck started every new job with a three month listening tour from then on.

Businessinsider.com | March 27, 2015 | LINETTE LOPEZ

http://www.businessinsider.com/new-manager-advice-2015-3#ixzz3Vc67TqYc

Strategy: Save Yourself Time With A Time Audit…These can be Things that are Broken or Need Fixing, People who Drain your Time, or Time that you Habitually Waste

Do you need more time? For most people, the answer is a resounding yes.Yet many of us waste time every day, or spend it on things that don’t make us satisfied. Time is a precious resource, so it is worth checking up on our spending now and again.

Clocks

Do you know exactly where your time goes?

By doing a time audit we can boost our productivity. It’s a way we can improve our time management skills, and make sure that we are using our time for the things we want to spend it on.

Often, time management is a case of redistributing our time. After all, we know that we’ll get 24 hours a day, every day; no more, no less. Some people tend to somehow be able to do a lot more with that same amount of time. How do they manage it?

Have a look at where your time is going:

Time drains

Identify any time drains during your day, and during your week. These can be things that are broken or need fixing, people who drain your time, or time that you habitually waste (for example getting your social media fix for longer than you’ve really got spare to spend). Make a list of these time drains. Identify the easiest one to deal with or cut down on, and tackle that first this week.

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People power

We spend a lot of our time working with, socialising with, and dealing with other people. Some people will waste your time, that’s a fact of life. Whether you choose to let them do this, however, is something that you have some control over. For example, the colleague at work who comes over to you every day with their problems (which are nothing to do with your direct work) and in doing so takes 15 of your minutes out of every single day. Make a list of the people who waste your time. Make a list of the people you want to spend time with. Make a list of the people who save you time.

Thinking time

Yes, we all need thinking time. But what do we actually spend this thinking time thinking of?  Start to become aware of what you are thinking about. How much time do you spend on repeated, negative thoughts? How much time do you spend worrying? How much time do you spend replaying negative events? And positive events? How much time do you spend replaying positive thoughts? How much time do you spend thinking about or planning positive things? As we spend a lot of our time thinking, it can be useful to guide your thoughts away from the negative and towards the positive … resulting in time better spent.

Improve your estimates

How long do you think a certain task will take? Start to ask yourself this with each task you do – however small – and see whether you overestimate or underestimate how long each thing takes. Often, we underestimate, then get stressed when things take longer than we anticipated. It’s stressful because we’ve booked other things in to that time, so if we overrun, the other things have to be pushed back. As you begin to notice exactly how long each task takes, your estimates should become more accurate, and you can allocate your time so there’s enough time for everything.

A less obvious trap we can also fall in to is taking a certain amount of time over something because we expect it to take that long. We linger and fill the time we’ve expected it to take. But particularly with the things we’re really good at, we might be able to do them far quicker than we expect. If it doesn’t take us very long, that shouldn’t be a problem. After all, it leaves us with plenty of time to spare …

Frances Booth is author of The Distraction Trap: How to Focus in a Digital World. To get your free first chapter of The Distraction Trap, and for more productivity tips, join her mailing list here

Forbes.com | March 27, 2015 | Frances Booth 

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Strategy: 10 Tips For Powerful PowerPoint Presentations…Don’t be in Competition with your PowerPoint for Attention

I’ve given many presentations and some have been more successful than others. Even when it’s the same material. And very similar audiences. Something that I’ve learned: it’s easy to overlook one of the most crucial elements of giving presentations– make sure that your audience can easily focus on you and your slides.

 

 

Don’t be in competition with your powerpoint for attention. When giving a presentation, audience engagement is critical. When you are talking, you want the attention on your message and not on the mechanics of the presentation.

10 things to keep in mind to give a good (PowerPoint) presentation:

1. Arrive early
Don’t even think about arriving late or cutting it close. Audiences will lose patience quickly if you waste valuable time at the beginning of the presentation fiddling around. If you are delivering the presentation in a new environment for your audience, arrive even earlier. Get comfortable and familiar with the space. It will help minimize distractions if you can easily answer commonly asked questions, like where the bathrooms and power outlets are.

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2. Check the set up
Make sure the room is set up so everyone in your audience can easily see you and the screen. If some chairs or tables need to be moved to make it easier for everyone to participate, do it. If anything is blocking access for people to see you, move it. When people are uncomfortable trying to see, it will negatively impact your presentation. I’ve seen key decision makers come late to meetings, and sit in the last seats open. It is awkward and disruptive if they ask other people in the front to switch with them, and negative for your message if they get frustrated and leave because they can’t hear or see whats going on.

3. Test all technology before going live
Make sure your computer is plugged in or fully charged. If you don’t need wifi during the presentation, shut it off. If wifi is necessary, connect to the network beforehand. Turn off all notifications, shutdown Skype and all IM services, and close any extraneous webpages. If you will be sharing your screen or desktop, make it clutter free. If using fancy technology, make sure you are comfortable with it, and it doesn’t take over. Don’t overuse the laser pointer. Simply put: eliminate any distractions that could interrupt or distract from your presentation.

4. Mix it up
If your presentation is long and goes all day, or for a few days, consider breaking up the powerpoint to include video, a product demo, or a breakout session where people can talk. Play music before the presentation and during breaks to keep the energy level high. People generally have short attention spans, so jazz it up. I’ve noticed that most people’s attention begins to tap out around an hour of straight powerpoint.

5. If another person is going to “drive” the slide-show, or if you will be using a remote, make sure to practice
It is distracting and hard to focus when the presenter and the slideshow are out of synch. It also breaks the flow of the presentation if the attention shifts from the audience to the driver / computer / remote to move the slideshow forward. I generally prefer using a remote. Just make sure you are comfortable with the controls and don’t accidentally go to the beginning or end of the presentation when you just want to move one slide forward.

6. Maintain eye contact as much as possible
Try not to spend too much time looking at your computer, or the presentation screen. Look at your audience. As Mark Suster writes in a great blog post on Quick Practical, Tactical Tips for Presentations: “Your goal is to work the room, look people in the eyes, judge people’s responses to your presentation and engage.” It’s difficult to effectively communicate your message if you aren’t engaging with your audience.

7. When standing: If you’re in a culture that reads left to right, stand to the left of the projection screen
The audience’s attention and eyes will instinctually go to the left and follow you. If you stand to the right, many people will be following the left side of the screen, and it will be harder for them to follow you. If you’re presenting in a culture that reads right to left, stand on the right side of the screen. When traveling, bring a remote so you can easily move around if the podium or docking station is in the wrong place.

8. When sitting: Don’t sit at the opposite end of the table from the presentation! Sit close to the screen
If you sit across the room from your screen, your audience will need to choose between looking at you and looking at the screen. They will spend a lot of unnecessary time whipping their head back and forth, and you won’t be able to naturally engage with them.
9. When presenting with just your computer or deck: sit where it will be most natural for them to look
If your audience is right handed, it will be easier for them to follow your presentation if you sit to their right. Similarly, when giving the presentation to a left handed person, sit on their left. Left handed people will naturally gravitate towards looking towards looking to their left.

10. Plan to end 5 minutes early
People are busy. Respect your audience’s time. Start the presentation promptly, and plan to end a bit early. Watch your pacing throughout the presentation and make sure you aren’t spending too much time on any one point. By giving yourself a buffer, you’ll avoid rushing towards the end. If you have a few minutes left, let the audience know you will stick around if they have any follow up questions or comments. Don’t run late. Even finishing 5 minutes late can inconvenience your audience and leave people feeling rushed and anxious — not the feelings you want the audience to feel leaving your presentation. Always end on a high note.

What is the best way to give a PowerPoint presentation?: originally appeared on Quora: The best answer to any question. Ask a question, get a great answer. Learn from experts and access insider knowledge. You can follow Quora on Twitter, Facebook, and Google+. More questions:

Forbes.com | March 23, 2015 | Quora Contributor

Strategy: 3 Lies We Tell Ourselves When We Say ‘Yes’ To Work We Hate…Research also Shows that Earning $75 000/year is the Threshold Above Which your Day-to-Day Happiness No Longer Increases with More Money

Last week, I had an interesting conversation with the owner of a growing marketing firm. The talk turned to problem clients and the owner expressed a hope that one day he’d get to a point where his business would be stable enough that he could turn down work that seemed like it was going to be more trouble than it was worth. He just didn’t feel like he had the luxury of making that choice yet. He was in a place many entrepreneurs, freelancers and job seekers find ourselves in at some point in our careers — saying yes because we feel we can’t say no.

Clock Man

If you’ve ever been in that bind, you likely tried to rationalize your doomed decision with one of the following lies:

1- “I might not get another chance.”

While it’s true that a bird in the hand is worth two in the bush, if the bird you have in your hands is a turkey, it’s better to take a pass. Saying yes to ill-fitting opportunities because you feel like something better might not come along is a decision born of insecurity and superstition, as if by passing on something that isn’t a good fit you’re thumbing your nose at the universe and daring it to punish your hubris by denying you future opportunities. When you stop to think about that assumption for a minute, it begins to sounds kind of absurd.

Instead, try flipping this thinking around. It’s selfish to accept an opportunity that you’re ambivalent about  because you’re taking that possibility away from someone who’d be a much better and more enthusiastic fit. A colleague of mine uses similar logic when hiring. He wants his team members to be focused on work they absolutely love doing because he feels that’s the best way to encourage productivity and keep morale high. If there’s something they aren’t crazy about (copywriting, event planning, analytics), he’d rather hire another person who does love that kind of work to take on those tasks than have his direct reports splitting their focus between projects they love and work they only do because they have to.

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2- “This will open the door to other opportunities.”

This argument is the slightly more upscale cousin of the one struggling young writers are served up by those who want to them to create content for “exposure” only and it’s just as flawed. How likely is the client from hell to recommend you for other assignments? How motivated will you be to put in the kind of effort you can leverage into bigger and better things if your workplace is a toxic nightmare? And while it’s possible that taking on work you dislike will lead to other opportunities, it’s more than likely they will be similar to what you already hate. Congratulations, you’ve built yourself a pipeline of leads that are exactly what you were trying to escape from in the first place.

3- “It’s good money.”

There’s a distinct difference between taking on unpleasant work out offinancial necessity and letting dollar signs be the deciding factor on which opportunities you elect to pursue. Think of students who choose a major based on earning potential or convince themselves that the path to a secure future runs straight through an MBA program or law school (spoiler alert: it doesn’t). For all the flak they catch, Millennials are on to something here when it comes to the idea you can buy your way to happiness (or out of unhappiness) with a fat paycheck.

A 2014 Intelligence Group survey found that almost two-thirds of Millennials would prefer to make $40 000/year at a job they loved than earn $100 000/year at one that bored them. Research also shows that earning $75 000/year is the threshold above which your day-to-day happiness no longer increases with more money.

When you find your will to resist a less-than-stellar gig being swayed by the promised payday, ask yourself what you’ll have to trade to cash in. A lucrative contract seems less appealing when it means putting in 65-hour weeks, being at a client’s (or boss’s) beck and call 24/7 and seeing your quality of life decline even as you’re doing the work you convinced yourself would allow you to improve it. Funny how that plays out.

 

Forbes.com | March 23, 2015 | 


 

Leadership: If You Act Like A Leader You Will Think Like A Leader…Leaders Ought to Seek out New Knowledge, Experiences & Networks in Order to Both Grow as a Leader & Act as a Better, more Effective Type of Leader

The move from individual contributor to first-time ‘leader of people’ is one of the most daunting career moves for many employees. It doesn’t matter what line of business you’re in either. When you’re asked to lead — when you’re given your first opportunity to become a leader of people — it can feel like the first time you put on ice skates. For me at least, my first time skating was a wee bit of an experiment, wobbly ankles and all.

actlikealeader_thinklikealeader_

Think of the sales account representative with seven years of experience who won the competition and is now leading the team she was a part of last month. What about the communications prime for a business unit who has now become “Communications Manager” for five different parts of the organization, leading eight communications employees in total. Then there is the accountant who, after a stellar 12-year career of over-performing on his individual objectives, takes the plunge and earns the chance to lead a team of accountants at a different company. He’s never led people before, but at 35 years of age, he’s ready to tackle hearts and minds, in addition to cells and spreadsheets.

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When you’ve been presented the opportunity to lead people for the first time, it’s best for you, your new team, your organization and your career that you have some sort of guide to assist your preparations. I used to do a lot of orienteering in the woods and forests of Ontario. Without a map and a compass, there’s no way I would have made my way through the various obstacles and terrains that were in my way. It’s hard to cheat in orienteering, but it’s even harder to complete your mission if you’re devoid of a map and compass.

This brings me to a solution for those new leaders (and long-standing leaders, for that matter) looking for a map and a compass in the quest to become an above-average leader. That map and compass comes in the form of Herminia Ibarra’s wonderful new book, Act Like A Leader, Think Like A Leader. (Harvard Business Review Press, 2015)

Herminia is the Paris-based Cora Chaired Professor of Leadership and Learning at INSEAD, one of the world’s leading and very popular graduate business schools. Her book lays down a foundation for leaders to consider in their quest to become more effective at leadership itself.

At the core of the book — and Herminia’s vast research, conducted with hundreds of executive education students from all parts of the globe — is a concept she calls “Outsight“.

As Herminia writes in the opening chapter of the book:

“The only way to think like a leader is to first act: to plunge yourself into new projects and activities, interact with very different kinds of people, and experiment with unfamiliar ways of getting things done. In times of transition and uncertainty, thinking and introspection should follow action and experimentation – not vice versa.”

Bottom line? The Outsight principle is about action.

In order to become as effective a leader as possible, we needn’t rely on the ubiquitous number of self-reflection assessments and surveys available to us. Ibarra suggests introspection and self-analysis can only take us so far. On the contrary, leaders ought to seek out new knowledge, experiences and networks in order to both grow as a leader and act as a better, more effective type of leader.

If the Outsight principle is about action, Ibarra crystallizes the theory with an extremely useful model that any type of leader can utilize. After finishing the book, I immediately thought organizations of any size could utilize the book (and the Outsight principle) as a basis for their new-leader management development programs. It could easily become a handy action-based job aid that ensures new leaders are taking the right steps in their first few months in their new role of leading people. That’s why I opened this post with the anecdote of people becoming leaders for the first time.

That stated, it’s clearly not a book solely intended for new leaders. On the contrary, it’s written for any level of leadership.

The Outsights model is broken down into three key actions for a leader to redefine:

  • Redefine Your Job
  • Redefine Your Network
  • Redefine Your Self

First off, I wholeheartedly concur with Ibarra. There are far too many operational time wasters that encompass a leader’s role. Leaders become bogged down by the minutia, in addition to endless emails and meetings. I see it every day in my line of work.

Her suggestion? Allocate more time to doing things that leaders DON’T do best. (That’s right, what they don’t do best.) Because leaders get good at certain aspects of their job — or through honing their skills over time — it becomes that much easier to do the things leaders are good at instead of learning new skills, and spending more time on those aspects where they might improve upon. In the first pillar to the Outsights model, Ibarra recommends that in order to ‘Redefine Your Job‘ leaders should:

  • bridge across diverse people and groups – ‘outsight’ comes from a range of outsiders where a leader can then develop differing points of view to see the big picture of opportunity.
  • envision new possibilities – developing and articulating what she calls “an aspiration”.
  • engage people in the change process – encapsulated by the formula “the idea + the process + you = success in leading the change”
  • embody the change – using Margaret Thatcher as an example, leaders need to utilize their charisma to help get things done.

To help actualize the redefinition of a job, Ibarra recommends leaders make their job a platform. The platform can be inculcated by actions such as getting involved in projects outside your area, participating in extra-curricular activities and creating slack in one’s schedule.

The second key pillar to the Outsights model is to ‘Redefine Your Network’. Of the three components to the model, I personally like this the best. Any position I’ve ever held — any article, post or book I’ve ever written — has come as a result of my network. I even wrote something entitled, ‘My Net Work Is My Net Worth‘ about five years ago. If a leader believes she is ‘acting’ like a leader while holed up in a Fort Knox-like office, afraid to mingle with the masses inside or outside the organization, it’s the epitome of passive and ineffective leadership, in my opinion. To me, that’s not leadership … it’s cowardship.

Professor Ibarra emphatically decrees:

“Effective leaders create and use networks to tap new ideas, connect to people in different worlds, and access people for radically different perspectives.”

She encourages leaders to network outside the organization, often an untapped source not only of contacts and people but of potential innovations and creative solutions to business problems. She is very correct in asserting leaders need operational, personal and strategic networks, to get things done but also to develop and ‘act’ like better leaders.

I had the chance to meet Herminia for the first time face-to-face last year at the Drucker Forum conference in Vienna where we both were speakers. Our relationship started a couple of years ago with a simple email. It grew to Twitter and (arguably) a mutual admiration for each other’s writing, research and thoughts on leadership. We’re not best friends, but we’re both interested in one another enough to keep abreast of each other’s work, exchanging thoughts, books, and so on. While many academics can talk a good game, Professor Ibarra definitely ‘practices what she preaches’ when it comes to redefining your network. For that, I am thankful, and I’m certain many, many more in her network are as well.

Throughout the book, Herminia takes pot-shots at the passing cars of various and overly hyped leadership theories written by what I refer to as “pop culture leadership authors”. She’s too professional to ‘name names’, but I smiled each time I came across one as I too believe there are far too many theories, models and books published by authors whose purpose is to create a cottage industry of self-assessments – for additional purchase, of course. In the third and final component to the Outsights model — “Redefine Your Self” – Ibarra states:

“You can buy many books on how to be more authentic at work and can sign up for countless courses on how to be a more authentic leader. Clearly, many of us are finding it problematic to just be ourselves.”

I must admit, I giggled out loud when I read those lines.

But authenticity is the crux of the third pillar to the Outsights model. In Ibarra’s case, however, she wants leaders to escape the ‘authenticity trap’ by playing around with new behaviours to create a new sense of self, one that is acting without positive illusions or the crutch that has enveloped many leaders – to be authentic for the sake of popular argument.

Ibarra wants leaders to play around with their identity. For example, instead of relegating yourself to continually being in the performance mode (presenting yourself in a favourable light – think ‘managing up’) try to use a playful learning model, “one that allows you to reconcile your natural yearning for authenticity in how you work and lead with an equally powerful motivator; growing and, most of all, learning about and extending the possibilities for yourself.”

She also suggests — within the Redefine Your Self pillar — to steal like an artist (observe others and take what you can to improve your self) and not to stick to the story. In other words, try different versions and edit, edit, edit.

In summary, at 190 pages, Act Like A Leader, Think Like A Leader is an excellent, insightful and thoughtful book for leaders of any tenure to consider as they seek out new ways to redefine (and arguably refine) their leadership abilities. The Outsights model is simple to understand, yet the book itself offers all kinds of practical tips and exercises throughout. The stories are superb.

My only constructive criticism has more to do with flow, and in particular the Afterword and Conclusion chapter. Herminia rekindles a fabulously personal story about her time at INSEAD when she shifted from an individual contributor academic role, to one where she began leading people (other academics) at her school. It’s incredibly poignant, detailing what she had to mentally (and physically) go through as she transitioned from a role where she focused solely on writing, teaching and researching to one that had much more to do with the multi-faceted nuances and actions of leading people.

I mentioned earlier that academics are often branded as not having any ‘real world’ experience, cherry-picking their knowledge from on-site stints, focus groups, studies, and so on. Herminia IS walking the talk of her research, and I would much rather have preferred to see that personal anecdote at the beginning of the book to establish herself with even greater credibility.

All in all, I highly recommend the book.

It’s both a map and a compass for people at all levels aspiring to become more effective — and action oriented — leaders. Don’t take my word for it, read Chapter One for free!

__________

Dan Pontefract is the author of FLAT ARMY: Creating a Connected and Engaged Organization and is Chief Envisioner at TELUS Transformation Office. He’s finished writing his next book — DUAL PURPOSE — which will publish in the Fall, 2015.

 

Forbes.com | February 24, 2015 | Dan Pontefract

 

Leadership: How Do You Create a Culture of Service?… We Strongly Encourage Employees to Volunteer in Their Communities

In December, Points of Light and Bloomberg LPreleased the 2014 Civic 50—a list of the most community-minded companies in the country. The Civic 50 sets the standard for corporate citizenship, honoring companies that are effectively giving their time, talent and resources to improve lives in the communities where they do business.

Lead

This is part two of a five-part series that examines the trends and highlights released in Points of Light’s report, The Civic 50: A Roadmap for Corporate Community Engagement. In this piece, I worked with Yvonne Siu Turner of Points of Light to find out from Margot Copeland, Chair and CEO of KeyBank Foundation, what inspires her to lead the company’s corporate citizenship efforts, and how KeyBank has created a culture of service.

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Q: A culture of service depends on policies, incentives and systems to support and sustain corporate community engagement efforts. Tell us about KeyBank’s policies and incentives.

A: Our culture of community engagement is longstanding. KeyBank is more than 160 years old and KeyBank Foundation is 45 years old this year. Throughout the decades, we’ve implemented a number of policies that we regard today as simply part of our culture. For example, we strongly encourage employees to volunteer in their communities. On Neighbors Make the Difference Day, our annual day of volunteerism supported by paid time off, our goal is to have half of our 14,000 employees to volunteer across the country, from Alaska to Maine. We achieved this last year, with 50 percent of our workforce participating in 900 projects. Super Refund Saturday is another important day of service for us, where we provide free tax preparation for hardworking local residents trying to make ends meet.

Apart from these days of service, we encourage employees to continue volunteering throughout the year. We currently have more than 600 volunteers who teach our free financial education curriculum to the public, helping people better understand saving, spending, We encourage employees to volunteer on nonprofit boards and take an active role in matching employees with interested nonprofits, in partnership with an organization called Business Volunteers Unlimited: Center for Nonprofit Excellence. Board placement is led at the corporate level by the KeyBank Foundation and supported at the market level by Key’s market executives.

I myself am honored to serve as a trustee of Kent State University, the Thomas White Foundation, Kenneth Scott Foundation, University Hospitals Health System and the Delta Foundation in Washington, DC. To show support of employees’ board service, we provide annual $500 Community Leadership Grants to each organization (up to four per employee) that includes one of our employees on its board.

Our matching gift program allows an employee to make a gift, use the receipt as proof and then request a matching amount from KeyBank, which is sent directly to the organization. Through this Matching Gift Program, employees have a say in how and where we give. In 2014, we contributed nearly $4 million through employee gifts, matching corporate contributions and United Way fundraising.

Q: Peter Drucker once said that “culture eats strategy for breakfast.” How important are policies and incentives to creating a culture of service at KeyBank?

A: Business strategies grounded in solid, long-standing values are always superior to strategies that are merely opportunistic or that view customers as mere “transactions.” Setting the tone at the top is extremely important. From the CEO down, we expect and foster a culture of service, as well as a commitment to diversity and inclusion, among our 14,000 employees. The “shadow of the leader” is a very real concept at Key, and our leaders are heavily involved in their communities. We purposefully hire, promote and retain those who are invested in building thriving communities, and select questions we ask potential leaders during interviews revolve around the importance of community service. At any given time, there are dozens of service and volunteer initiatives throughout the bank.

We intentionally established a structure that supports our values when we launched a Corporate Responsibility department in 2012. Created by our CEO Beth Mooney and led by Executive Vice President Bruce Murphy, the department includes the bank’s philanthropy, volunteerism, sustainability, diversity and inclusion, and Community Reinvestment Act initiatives.

The Corporate Responsibility department influences all segments of the bank. It provides both expert leadership and direct guidance on how best to invest in our people and the planet and how we can achieve profits responsibly. The department aligns the conduct of the entire bank in a way that produces an industry standard for responsible banking. In the end, we see a competitive advantage in the marketplace because we are a responsible business partner.
Q: How did you choose which policies and incentives were the right fit for KeyBank?

A: All of our policies support our purpose of “helping our clients and communities thrive.” Let me give you an example of a recent policy that directly supports our value of diversity: Valuing diversity and fostering an environment of inclusion are among Key’s highest strategic priorities. We believe that diverse individuals bring with them unique backgrounds, experiences and ideas, which make KeyBank stronger. The lenses of diversity and inclusion are considered when we recruit talented employees, invest in our communities, engage in grant-making, volunteer, develop vendor partnerships and reach out to customers.

Two years ago, the Foundation carefully looked at specific practices of certain nonprofits that directly opposed Key’s values and policies related to inclusion. In June 2013, the KeyBank Foundation Board adopted a non-discrimination policy, stating that, “KeyBank Foundation shall not make any grants, whether through its employee matching gift program or otherwise, to charitable organizations that discriminate against individuals on the basis of race, color, religion, national origin, age, gender, gender identity, disability, or sexual orientation.” This decision demonstrates our continuing corporate commitment to advancing the concept of inclusion.

Q: Did you struggle with any policy or incentive at first?

A: Recently, we have been challenged with aggregating and quantifying the good work our 14,000 employees are doing. We know we are helping clients and communities thrive, and celebrating this is important to us, but it has been difficult to track. That’s why, at the end of last year, we decided to use new software that will allow our employees to share with us their good works and allow us to reward their volunteerism. We’re proud of our employees, and we want them to know just how much they are valued. We look forward to the full deployment of this system in 2015 and to sharing how the incentive program has been received.

Q: What inspired you to pursue a career in corporate citizenship and what inspires you in the day-to-day of your job?

A: To pinpoint an event, day, or time is difficult, so I must attribute my life approach to my upbringing. Throughout my entire career, I have been inspired to volunteerism and community service. It’s a part of the very way I live and operate. You could ask others who know me and they would say I’m a relationship person – people are extremely important to me. I know that building connections are the way to create change.

Long before I came to Key, I had a track record in community affairs and was a champion of civic vitality, which is part of the reason I was offered the job. To me, affecting change is about going directly to where the need is greatest and serving there. When you care deeply and are deeply connected, you can put the right policies and people in place with greater speed and efficiency. To see transformation happen – in individual lives, as well as institutions – is exciting to me and constantly keeps me inspired.

Forbes.com | March 23, 2015 | Cause Integration

Strategy: 8 Common Smartphone Mistakes You’re Making At Work.. Upper & Mid-Level Managers say that “UnTimely & Inappropriate Use of Cellphones” is the #1 Etiquette Breach of Their Employees

It used to be that poor workplace etiquette was about taking someone else’s food from the office refrigerator or dressing too sloppily on casual Fridays. Now that everyone has a smartphone glued to their hands, there are all kinds of new ways to trip up.

(Photo credit: Meet the media Guru)

(Photo credit: Meet the media Guru)

In fact, upper and mid-level managers say that “untimely and inappropriate use of cellphones” is the number one etiquette breach of their employees, according to a recent survey by Kessler International.

“It seems like the workplace has changed significantly in the past 30 years and not for the better,” said Susan Peterson, Kessler’s chief operating officer, in a press release.

Here are a few ways you might be missing the mark when it comes to smartphone use, according to Rachel Wagner, founder and president of Rachel Wagner Etiquette and Protocol in Bixby, OK:

You check your phone during client meetings. If you’re in a face-to-face conversation, you should never take a non-urgent call or text—so put your phone away and leave it alone. The exception: You work in an emergency field. “Maybe you’re an on-call physician, or you work for the national security advisor,” Wagner says. “But the important thing there is that you let the person know ahead of time that you’re expecting an urgent call.”

Pete Czech found this out the hard way, when he put his phone on his desk during a pitch meeting. Two minutes into the meeting, he received a text message about an urgent matter. “I picked up the phone, took a look, and put it right back down,” says Czech, founder of the New Possibilities Group, a boutique digital agency in New Jersey. “The person we were pitching got up and left. He was clearly a bit old school, but it did teach us a lesson. From now on, we ask, going into all meetings, if it is okay to even have our phones out.”

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You have your phone out when someone is in your office. “It sends a message to the other person that the cell phone is a symbol of something that’s more important than the person across the desk, whether it’s a co-worker, guest or client,” Wagner says. “You don’t want to give that impression.” Stash your phone in your purse or briefcase, or even in a drawer when people drop by.

You are on your phone at networking events. You are there to talk to other people, not to check your social media feed. “Some people aren’t confident being in those situations, so they tend to get on their phones,” Wagner says. “If a call comes through, just let it go. Keep 100 percent focus on the person you’re talking with at the time.”

You’re checking email during a business meeting. It apparently bears repeating—if you’re looking at your phone, you’re not giving your full attention to whomever is speaking, and it’s rude. “What some of my clients are doing is at the beginning of a meeting they’ll say, ‘This is going to be a 30-minute meeting, so we would appreciate everyone putting phones away until the end,’” Wagner says. Just put your phone down. You won’t die.

You have your phone on the table during a business meal. It’s probably habit—you sit down at a table at a restaurant and put your phone next to your plate. But if you’re eating with clients or higher-ups and you aren’t expecting a call indicating that your spouse is in labor, put your phone away. “A lot of times younger workers have been raised in this generation where your phone is an extension of your arm,” Wagner says. “I have to remind them that your phone is not part of the place setting.”

You’re still yelling into your phone. “People talking too loudly is one of the biggest pet peeves,” Wagner says. “People forget that these cell phones have very sophisticated, powerful little microphones.” In other words, you don’t have to scream. Just talk like a normal human being.
You take very personal calls in your cubicle. It’s one thing to take a phone call from your spouse about your dinner reservation that night. It’s another to take a call in which you’re going to get emotional, argue with someone, or discuss very private information. Plus, you’re probably yelling about it. (See previous point.) “Find a private place where you can take the call, like a conference room or the community kitchen if it’s empty,” Wagner says. And by the way, “the restroom stall is not a private place.”

You’re using Maroon 5’s “Animals” as your ringtone. Yes, this still happens. And your coworkers hate you. “I try to remind people to keep it professional,” Wagner says. “Have a professional sounding ring tone, which is usually a ring sound.” While you’re at it, just turn your ringer off. Leave your phone on vibrate or silent in the office to avoid making the people around you listen to every text message you receive.

– Follow Kate Ashford on Twitter.

 

Forbes.com | March 23, 2015 | Kate Ashford 

Leadership: 5 Timeless Leadership Roles To Help Navigate Change…If There’s One Thing that’s Constant Today (actually everyday), it’s Change.

If there’s one thing that’s constant today (and everyday, for that matter), it’s change. Whether it’s people or organizations, change is the one thing both can rely on that will emerge when it’s least expected—or desired.

Image credit: Scott Maxwell on Flickr

While the business landscape is in a perpetual state of flux—and always will be—the challenges that leaders face when working through change are timeless principles that remain the same. The need to envision, create, sustain and adapt are imperative to a company’s success, albeit at different stages along its lifecycle.

Here are five leadership roles leaders should expect when facing inevitable change:

Leaders are growth mindsetters. In Carol Dweck’s groundbreaking bookMindset: The New Psychology Of Success she highlights the difference between a fixed and a growth mindset. Namely, people with a fixed mindset believe that talent and motivation are innate and therefore non-developable, whereas those with a growth mindset believe success is earned through practice and hard work. Imperative to leadership effectiveness is inculcating the growth mindset not only for oneself but for others, too, as an organization is only as strong as the leaders who define it.

One way leaders can do this is by praising failure (different from encouraging it). When employees see effort as the means by which results are attained and failure as an acceptable temporary byproduct of that effort, they’re more willing to try and fail rather than not try at all.

 

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Leaders lead with energy. Founding a company is no easy feat. It takes hard work, persistence, a growth mindset and, most of all, the energy to keep going. Energy presents itself physically, mentally and emotionally, expressed through non-verbals such as facial expressions, vigor with which you answer questions (or don’t) and voice pitch.Leaders are switched “on” everyday in this startup mode and as a result, literally breathe life into the company. They must, for if they don’t then their newly minted startup just becomes another new business gone awry.

Leaders as creators. Significant to an organizational leader’s effectiveness is the environment that he or she creates that enthuses others to think or act out of newly inspired values. In other words, leaders determine the direction and success of a company based on the culture they instill today, and they do so in three ways:

  1. Only hiring like-minded employees
  2. “Raising” employees according to the belief system of the organization
  3. Individual expression (i.e. behavior) that role models the way for others to espouse

How a leader shows up is everything. The positive or negative thinking and emotions, the words a leader chooses to use (or avoids) all contribute to not only a leader’s professional effectiveness, but also that of others. If a leader constantly micromanages then instilling trust becomes an organizational challenge; if a leader supports a democratic leadership style all the time then decision-making becomes impaired. There’s no right way to do everything. Rather, different situations necessitate different tools.

Leaders as growth catalyzers. At some point—hopefully, many points—companies must grow, not just in size but in the process and systems that keep the name brand competitive. This is a significant gap that pervades many organizations, as leaders face three challenges here. First, it’s easy for leaders to become emotionally attached to the culture they’ve (ideally) created. Thus they fear that as the company scales, the culture will have an inverse reaction; essentially, that they’ll lose the uniqueness that serves as a talent scout.

Second, to compensate for the unknown associated with scaling, they instill process after process in hopes of creating certainty. More affectionately, it’s a “CYA” methodology, or the equivalent of what I heard in the Navy when it came to tying knots (“If you don’t know knots, tie lots!”).

Third, leaders don’t know how to scale so they procrastinate, and in doing so, they lose their competitive advantage.

To stay competitive in today’s fast-paced world, leaders must continually adapt to a changing landscape, and that means internalizing change within the culture and serving as catalyzers for perpetual growth.

Leaders as adaptability agents. The term “change agent” connotes a complete shift from what one once knew to something else new entirely. However, when you really think about it, do organizations really change? Or, do leaders tend to adapt the inner linings of their organization through re-structuring or re-strategizing to answer the competitive calling? Organizations don’t change, they adapt.  They exploit the gaps in their current system and fill them by building upon the strengths they need. They must, otherwise they won’t survive.

A leader’s role varies at different stages in the game. If you’re cognizant of what to forget, what to adopt and what to adapt as the next phase approaches, you’re already ahead of the game.

Jeff is an executive coach, speaker at the HarryWalker Agency, and a board member of  the SEAL Future Fund. Follow his daily blog at www.adaptabilitycoach.com

Forbes.com | March 22, 2015 | Jeff Boss

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Strategy: The 7 Most Important Lessons from 30 years of Best-Selling Business Books…Wouldn’t it be Nice to Have an Overview of Their Best Advice? We Thought so, Too.

Each year brings with it scores of new business books filled with secrets.  Become a better leader! Start a million dollar company!  Be your best at work! they tell you, We’ll show you how!

Even if you maxed out on vacation days, it would be impossible to read them all. But wouldn’t it be nice to have an overview of their best advice?  We thought so, too.

Page19 was started by the people behind Blinkist, which transforms great nonfiction books into 12-minute reads that reveal their key insights.

In combing through more than 100 of the last 3 decades’ best business books for an article we wrote for Forbes, we realized something:

Even though the books offer up original anecdotes and framing techniques, there are a few tried-and-true principles that emerge time and time again.

We’ve compiled the 7 most common and enduring of them for you here.

1. Find your why

Before you do anything, it’s important you’ve established your personal “why.” Not only will this simple activity get you on the right track, but it’ll keep you there, too.

The Seven Habits of Highly Effective PeopleIn “Built to Last,” Jim Collins and Jerry I. Porras sleuth out why visionary companies like Disney and Johnson & Johnson stay stable when the waters get rough.

One critical thing these companies had in common was that they had a higher purpose for their existence than merely chasing profits.

The “why” is key at a personal level, too. Daniel Pink’s “Drive” references an experiment in which psychologists asked university students about their aims in life.

Some had extrinsic profit goals like wealth, while others specified more intrinsic goals, such as personal development or helping others.

Years later, the students with profit goals were no closer to contentment, but those with intrinsic goals were happier.

Lesson learned: Stop what you’re doing and figure out the why that drives you. It will help you set and meet meaningful goals, organize better, and even feel happier.

Where we found it: “Start With Why” – Simon Sinek, “The 7 Habits of Highly Effective People” – Stephen R. Covey, “The Everything Store” – Brad Stone, “The Magic of Thinking Big” – David Schwartz.

 

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2. Make the “work,” whatever it is, come first

Once you know what you want to achieve, you’ve got to put in the work to get there. In “So Good They Can’t Ignore You,” Cal Newport encourages cultivating a change in attitude that puts focus on the quality of your work rather than the outcome.

By becoming a servant of the work, you naturally acquire the “rare and valuable skills,” that make you stand out. In fact, it’s these very same skills whose importance Seth Godin emphasizes in “Linchpin.”

A linchpin, Godin explains, finds the niche into which she can pour her expertise, passion, and emotional labor to become irreplaceable within her sphere.

But make no mistake: becoming a linchpin takes practice – roughly 10,000 hours of it, if you ask Malcolm Gladwell. The good news is this: if you’re journeying toward a why about which you feel passionate and focusing on creating great work, those 10,000 hours will feel remarkably un-sloggy.

Lesson learned: Suit up, buckle down, and focus on the quality of the work you do. By investing in the work rather than the outcome, you’ll hone your skills and accrue the hours of practice needed to become indispensable.

Where we found it: “So Good They Can’t Ignore You” – Cal Newport, “Linchpin” and “Purple Cow” – Seth Godin, “Mastery” – Robert Greene, “Outliers” – Malcolm Gladwell.

built to lastAmazon

3. Plan. Do. Repeat.

As you put in those 10,000 hours, you’ll need to do some planning – and a bit of recalibrating, too.

David Allen counsels in “Getting Things Done” that having a trusted system to organize your work and reviewing it regularly will help you stay on track and committed.

This frees you to create concrete action plans that move your project forward. But as you review your plans, you might find something unexpected: as a result of the work you’ve done, what you thought was your next step may no longer apply. And that’s okay.

Progress doesn’t always mean sticking to a rigid plan – sometimes, it means rewriting it. Built to Last teaches that visionary companies preserve their “why” while relentlessly stimulating progress and improvements, some of which look rather unexpected.

Lesson learned: Find an organizational system that works for you and use it to drive and revise your action plan.

Where we found it: “Getting Things Done” – David Allen, “Built to Last” – Jerry I. Porras and James C. Collins, “The War of Art” – Steven Pressfield.

4. Forget about “efficient.”

With all of the advice out there on lifehacking, the imperative to be efficient is strong. But one of the most surprising – and potentially game changing – pieces of advice that many great business books espouse is that being effective will get your farther than mere efficiency ever will.

Tim Ferriss’s classic “The 4-Hour Work Week” counsels divesting yourself of clutter and irrelevant tasks to make the most time for meaningful work. Instead of small tasks like trivial emails or things someone who’s not you could do just as well, focus on activities that are unique to your talents and will advance your goals.

The same advice is echoed in “The 80/20 Principle”: if used correctly, 20% of the effort gets you 80% of the results. Working effectively on important goals will always bring you farther than checking off tiny “to-dos” will.

Lesson learned: Focus on doing the right things, not lots of them.

Where we found it: “The 80/20 Principle” – Richard Koch, “The 4-Hour Work Week” – Tim Ferriss, “Focus” – Daniel Goleman, “The 7 Habits of Highly Effective People” – Stephen R. Covey.

Made to Stick book coverAmazon

5. Tell a good story.

Today, everybody has to be a salesperson. Even if you don’t interact with clients, convincing others by telling a good story is part of every job. Given the facts, it’s important that you learn to tell stories and sell your ideas to others.

Both “The Tipping Point” and Chip and Dan Heath’s “Made to Stick” hold that any idea can be expressed in a way that is impactful and memorable, or “sticky.”

Luckily, there’s a psychology to telling stories in a compelling way: by learning to listen to your audience’s stories, when you frame your vision for them, you are better able to tap into their needs and desires – a surefire way gather their support. Once you learn to do it (and you can learn this skill. Even Steve Jobs had to!), you can sell anything to anyone.

Lesson learned: Learn the right way to tell a story. Once you get a handle on how to bring people to your vision, you’ll have more manpower to advance your why, too.

Where we found it: “The Tipping Point” – Malcolm Gladwell, “Made to Stick” – Chip & Dan Heath, “The Presentation Secrets of Steve Jobs” – Carmine Gallo, “Influence” – Robert Cialdini, “You Can Negotiate Anything” – Herb Cohen, “The Story Factor” – Annette Simmons, “Contagious” – Jonah Berger.

6. Change your expectations about creativity.

Creativity doesn’t work the way you think it does. If you want to come up with something entirely new, you’ll need to sally boldly forth and be a little adventurous with what you try.

Steven Johnson’s “Where Good Ideas Come From” suggests that creative ideas arise from a process similar to evolution, which makes their arrival as unpredictable as it is exciting.

“Creativity Inc.” underscores the same principle and stresses determination, too: keep on trying and allow creative ideas to arrive of their own accord as a result of experimentation.

By keeping an open mind and treating each new challenge as your laboratory rather than your checklist, the ideas will eventually come.

Lesson Learned: Creative ideas are like cats. They might not come when called, but if you’re patient and keep the door open for opportunity, they’ll saunter in and find their way to your lap when they’re ready.

Where we found it: “Where Good Ideas Come From” – Steven Johnson, “Weird Ideas That Work” – Robert I. Sutton, “Creativity Inc”. – Ed Catmull with Amy Wallace.

thinking fast and slowAmazon

7. You’re irrational, and that’s okay.

“Business.” It sounds as serious and logical as neckties and walnut paneling. When it comes down to it, though, business is about people, and people are spectacularly irrational – even you.

Your rational side might be able to make a decision about what’s best for you, such as nixing sugar or kicking your smoking habit, the irrational self who favors cookies, Marlboros can derail you.

So, as you journey toward your why, things might not go as you planned: others will interfere, and even your own irrationality can hold you back every now and then.

But if you accept these truths as part of your project and remember to have fun and commit to righting your course after, irrationality can prove refreshing and exciting rather than world-ending.

Lesson Learned: Accept your inherent irrationality and that of others. Plan to see it, bear it, and recalibrate to offset it.

Where we found it: “Predictably Irrational” – Dan Ariely, “Fooled by Randomness” – Nassim Nicholas Taleb, “Thinking, Fast and Slow” – Daniel Kahneman

The full books will give you more perspective on everything you learned here, but if you need a little inspiration on where to start, come check out our 12-minute summaries of key insights from all of the books mentioned here on Blinkist.

 

Businessinsider.com | March 19, 2015 | CAITLIN SCHILLER, BLINKIST

 https://www.blinkist.com/page19/smarter-7-minutes#ixzz3UrnUykgw