At The Whiteboard

Two Things I Learned This Week From Students

teacherThis week I taught a two-day course on behalf of the Centre for Leadership and Learning in the Ontario Public Service (OPS). It’s called “Management Essentials,” and is for non-managers who want to either learn more about how management is expected to perform within the values and objectives of the OPS, or to understand what it takes to become a manager – thus being able to assess their own skills gaps and build them up accordingly.

This is a great course, and I enjoy teaching it so much not only because the materials are current and relevant, but because the people who attend generally WANT to be there (vs. being “told” to take a course in presentation skills, or “how to write a briefing note”). Teachers reading this will agree that when people attend because they want to, they are generally much more engaged and the class has more energy.

This was true this week – a great class filled with 35 interesting people from many different areas of the OPS, with differing levels of experience and terrific stories to bring life to the material.

As I drove home I reflected on a couple of standout things that I learned from the class, and thought I’d share them with you in this week’s blog:

One: We need to remind people, over and over again, that THEY are responsible for their careers and their professional development.

Situational Leadership Model

One of the conversations we had (a couple of times) relates to the last blog post I wrote (Does Your Manager Like People). We had just finished discussion on the Situational Leadership model of applying directive vs. supportive leadership techniques. This tool is a BIG hit with people – while complex at first, it is extremely helpful for new managers when they need to accept and learn that their natural, or comfortable, style of learning may not be appropriate in all situations. It helps them assess, adapt, and communicate in a more effective way.

A student approached me at the break and said, “this is AMAZING. I think my manager missed this subject when she was promoted and attended manager training.”

“Ah, bless your heart,” I thought.

I made sure to share with the class that in most organizations, there is no training to become a manager. (As an aside, I may enjoy a little too much dropping those bombs and watching the reactions.) The conversation that followed was an important one, as people realized that it is up to them to learn how to be a good leader.

A great manager should be encouraging their teams to learn and grow, develop career goals and job shadow, take courses, or broaden their perspectives. In the absence of a great manager, many people flounder and future talent may be lost.

Two: There are employees out there who want to innovate, change, and improve, and we need to find and harness that energy more effectively.

After the “manager training is up to you” conversation, there was a slight shift in energy, with more questions aimed at the application of the course material in a practical way to help people apply for and win new jobs.

One question came from a young man who likes his job very much, has been with the OPS for about five or six years with no complaints, and who is starting to feel frustrated. “I’m naturally inquisitive and process-oriented. I see people do the same things over and over with the same results, but no one takes the time to stop and fix the process so that things improve. Where are all the process jobs???”

Not an easy question to answer. Of course there are process jobs out there, and within the Ontario Government there are specific areas that are more process-focused than others. The trick is in finding those job descriptions and being able to read between the lines and know that certain phrases indicate a culture of process improvement more than others.

The real key is meeting the right people. This student was taking control and doing the right things – taking courses, asking questions, discussing his goals and dream job criteria with people, and being open to new opportunities. By doing so, he was exposing himself to more people who might be able to point him in the right direction.

I’d love to see the process-focused culture shift happen more quickly – not only in the OPS but in other private-sector organizations as well. Imagine if more job descriptions included a requirement for some type of Innovation Thinking, or the ability to demonstrate a process-improvement focus as part of regular job functions.

I may be biased, but I think that a process focus culture is the next big thing required in business today. If we could find these naturally process-oriented people and maximize their energy, we could shift our thinking from “process improvement or day job” to “day job through process improvement.” (Click to Tweet)

I teach again in a couple of weeks… can’t wait to see what my students teach me then!!

Until next time,

Ruth.

3 Leadership skills I learned from Joan Rivers

Love her or hate her, Joan Rivers represents more than cringe-worthy celebrity fashion bashing and plastic surgery.  She was part of my childhood growing up. I would nervously glance over at my Macedonian Nana, watching Joan’s latest antics, her mouth and eyes wide with shock, waiting for her to become wildly upset. Suddenly she would burst into infectious laughter and I’d be relieved we wouldn’t have the change the channel.

In recent years, Joan fed my insatiable hunger for celebrity gossip, either providing it herself, or providing me great scathing material to copy so I could provide hilarious fashion commentary for my friends when out for drinks.

joan 2

Despite an image that often resonated more with plastic surgery or her latest offensive comment, she somehow managed to forge a role in women’s leadership. Let’s look beyond her shameless obsession with looks and see that she did in fact serve as a role model and inspiration for women, overcoming blatant sexism to rise up as one of America’s first female standup comics.

3 Leadership Skills I learned from Joan Rivers…

1. Say it like it is.

Joan sure did not have the “nice filter” that we in business have seemed to grasp on to.    A good leader has the ability to not only provide the right recognition and rewards when necessary, but can also provide great critical feedback.  DISCLAIMER: I am NOT suggesting that we use sarcasm, teasing, and ridicule to provide feedback to our teams.  In fact, it was that razor sharp tongue that created a 3 decade long dispute with the Tonight Show – we don’t want that at work. No thank you. What we can do is channel a bit of that blunt, “say it like it is” attitude to just SAY what we need to say. Even if it is hard, or we don’t want to hurt someone’s feelings.

2. Be humble.

Joan’s humour was often self deprecating.  The greatest leader’s and bosses have the ability to recognize their strengths and weaknesses, and rather than fear their weaknesses and hide them, be okay with who their are.  Let’s be honest here. I’ve been using self deprecating humour since birth. But as a leader, sometimes I had this fear that if I showed my team that I wasn’t perfect they wouldn’t respect me. Not necessarily true. Demonstrate a humble attitude that tells the team: “I can’t do it all I need your help.” It is this kind of attitude that brings a group of individuals to works together with you as their boss to become and interdependent team -one that achieves more than every individual could do on their own.

3. Be Funny.

Work is serious. Your job is serious.  Issues at work are serious.  But, it’s okay to laugh.  It’s okay to make things light and fun, and to be serious when appropriate.  Again, I cannot profess that Joan taught me how to be funny (I was already incredibly hilareous). But her passing reminds us to share some laughs with our teams in her memory.

To conclude. I am hilarious, but also very humble, and when I channel my inner Joan, I can also tell people what I need to tell them without fear of hurting their feelings.

I’ve learned from my dealings with Johnny Carson that no matter what kind of friendship you think you have with people you’re working with, when the chips are down, it’s all about business. – Joan Rivers

Tell us about your inner Joan @whiteboardcons, #JoanRivers.

Until Next Time,

Nicole

 

Does Your Manager Like People?

Screen Shot 2014-08-28 at 8.00.40 PM Blog ideas come from the most interesting places.

Yesterday I enjoyed a chat with a young woman (I’ll call her Susan) seeking my advice on becoming a consultant. I was humbled by her request, as I’ve only been a “real” consultant for just over two years (never mind the in-house consulting I did for 7+ years before that), and certainly don’t have all the answers. However, I agreed to meet with her to find out what she’s thinking and see how my experience can be  of help.

But that conversation is not what I’m writing about this week. Instead it’s about a comment Susan made while we were talking about some of the courses that I teach. About a year ago she attended a course on Management Essentials that I taught on behalf of the Ontario Public Service’s Centre for Leadership and Learning. Susan enjoyed the course so much that she began to question whether she really wanted to be a manager after all. She thought she did, of course. Most people do when they take the course.
Among other things, they are inspired by the thought of the title, the increased power, flexibility of schedule, and bigger salary. The course is designed to show not only the amazing benefits and privileges of becoming a manager, but also the harsh realities, including the facts that managers

  • often make less than the more tenured employees who report to them
  • seldom “own” their schedules and spend an overwhelming time in meetings, and
  • are the meat in a sandwich between employees who want information and help, and senior leadership who want things to get done – yesterday.

It takes the right kind of person to become a manager, and Susan took a good hard look at herself to decide if that’s something she wanted to do. “I know a lot of managers who should have taken your course before they became managers,” Susan said to me. I replied that I’m sure she does, and what often happens is that people are “promoted into failure” because of their technical skill set, with little or no training before being pronounced “Manager.” Susan appeared mildly surprised by this, and then said something like, “I think managers should be asked if they like people.”

I loved that remark, and told her so. I’ve been thinking about it ever since, and I’ve come to the conclusion that if managers were required to be people who really and truly like people, it would solve so many engagement issues. (Click to Tweet)

Liking is Not the Same As Tolerating

There are good managers and not-so-good managers and great managers. Think about some of the great managers you have worked with – what made them great? Most likely you were able to develop a relationship built on trust that enabled you to learn and grow and feel valued. The ability to trust a leader is based on three things:

  1. The leader’s ability to get things done (do they actually accomplish things at work?)
  2. The integrity displayed by the leader (do they walk their talk?)
  3. Genuine concern.genuine1

This last one is a biggy, and the key word is “genuine.” A leader who tolerates people and knows they’re important may offer cursory remarks on work done well (or poorly) or on events in an employee’s life and think that’s good enough. These leaders are much more transparent than they think they are, and the cursory remarks generate in employees feelings of awkwardness at best or disrespect at worst.

Someone who truly likes people is going to be genuine, no matter what. It’s in their DNA, and it automatically wins that big requirement of the ability to show genuine concern. Without it, there is no trust. Without trust, there is no engagement. Without engagement, it is really really hard to build a great team, and without that, well… you’re in trouble.

So what about you? Do you like people? Are you a manager? Do you want to be? Tell us your story in the comments below.

Until next time,

Ruth.

How an Extrovert Became Introverted

How an Extrovert Became Introverted

I’m having an identity crisis. After years of being the world’s biggest extrovert (to quote one of my friends, who I do not believe was attesting to my outstanding theatrical ability , “…the most dramatic person I’ve ever met.”), I think I’ve become an introvert. Here’s the kicker.  I’m strangely not upset about it, given my historic distaste for those weird quiet folk. I might be actually sighing in relief and embracing my new me.

Our training curriculum on leadership, communication, relationship building, change management, and coaching focuses a great deal on both self-awareness and diagnosis of the personality and communications styles of our teams, peers, and colleagues.  To better how to understand others we must better understand ourselves (click to tweet). With this recent revelation on my newfound introversion, I am suddenly in a place to re-discover and understand my new self. After years of being horrified at the reserved, quiet, and thoughtful personas of my introvert friends because I couldn’t understand them, I suddenly have to be one. And maybe rather than my standard self-loathing/self-deprecating comedy routine, I can instead learn to leverage those introverted characteristics that I once loathed.

Extroverts have long been touted as great leaders, and in fact many introverts have adopted extrovert traits to better fit in to the traditional mold of extrovert-leaders. A plethora of management material focuses on how extroverts can better deal with introverts or how introverts can be more like extroverts.  But maybe just like me, the times are changing and we can embrace and leverage our quiet and thoughtful allies more strategically. introvert-vs-extrovert

Let’s Review: Introverts Vs. Extroverts

Extroverts

  • Outgoing
  • talkative
  • energetic
  • assertive
  • likes to lead
  • prefers group activities
  • derives energy from other people

Introverts

  • reserved
  • derives energy from solitary behaviour
  • enjoys activities alone or one-on-one (rather than in groups)
  • analytical/detail oriented
  • observe before participating/speaking
  • thoughtful
  • make up a smaller amount of the population
  • enjoy working independently

Managing the “others”

Exploit the Extroverts

  1. Let them lead.  As a former extrovert, please let us take the lead on something.  Please let us interact with ALL the people. Even if you cannot trust us to be the boss of everything, give us SOMETHING to manage.  Give us the OK to assert ourselves, burst with energetic excitement, and try not to drive everyone else nuts.
  2. Leverage their social credits.  Extroverts love to network – so let them.  Let them handle luncheons, breakfast networking meetings, boat cruises and so on and so forth. Then, go back to #1.

Invigorate the Introverts

  1. Let them think.  Let the early talkers talk. Let the opinions be heard.  And then invite the thoughtful response of the introvert be heard, when they are ready. Don’t assume just because they haven’t said anything yet, that there isn’t something brilliant lingering in there.
  2. Let them recharge.  Let them have time to re-coup and re-energize – alone.  Then, they are ready to go back to #1 and think some more.

Back to Me.

So what happened to me?  To be fair, there is still a great deal of extrovert lurking there within me.  Introversion and extroversion aren’t categorical, they are on a continuum.  Maybe I’m just visiting the introvert side for a bit?  Some theories suggest that introversion tends to express itself more as we age (like wrinkles and grey hair weren’t enough to worry about).  Others suggest that our needs at a certain time in our lives dictate our expression of these personality traits.  This makes sense, after 10 years of doing alot of independent desk work, I’m suddenly facilitating, teaching, selling, and networking 24/7 .  Previously I derived my energy from social activities. And now I derive energy from a day-ful of teaching, but need a Netflix marathon or four hours of obsessive reading of a certain Scottish Historical Fiction Saga in order to recharge.

After years of interrupting you to tell you about my story, I’m much happier listening to yours and silently judging you (JUST KIDDING!). Maybe I’m old. Maybe I’m tired. Maybe I’m “on” at work and need to be “off” the rest of the time.  Whatever the cause, I’m embracing the new me.  And embracing all those creepy quiet introverts I interuppted for the last 34 years. Sorry guys. I get you now. Want to share your introvert/extrovert transformation?  Talk to us on Twitter @whiteboardcons using the hashtag #introvertsarethenewextroverts #exploittheextroverts or #invigoratetheintroverts.

Until next time,

Nicole

(Process) Rules Are Made to Be Broken

rules

It’s true. Rules are made to be broken. Even in the world of Process Improvement.

“Wait, what?” you ask. “But Ruth, process improvement is all about rules and statistics and doing things the same way every time, yada yada yada. You’re contradicting the very foundation of what Whiteboard teaches!”

Ah, nothing is so black and white, grasshopper. Hear me out.

Process Improvement is Changing

In my process career I have witnessed and/or been part of many process improvement initiatives – big, small, fully funded and supported, done “off the corner of a desk”, successful, and unsuccessful.

The two things that made the difference between success and failure – in addition to the usuals of effective communication, engagement, and senior management commitment – were:

  1. Early evidence that the new methods work and are worth the effort, and
  2. The ability to be flexible and change your mind.

And this last one, flexibility, seems to be growing in importance. In fact, it also influences the first one – “evidence of success.”flexible

Traditional and, dare I say it, soon to become “old school” methodologies like Six Sigma and to some extent Lean, are based on strict methodologies that work really well in some organizations – usually those in a manufacturing or highly repetitive/operational industry. In other industries, particularly serviced-based, these methods have a more difficult time taking root. It’s not impossible, and there are many very successful examples – but it is harder.

It’s OK to Change Your Mind – Just Don’t Squirrel

When Nicole and I teach The Whiteboard Way©  to aspiring process-improvement practitioners, we are careful to point out the need to be flexible, and to change things along the way if they aren’t working. The ability to do this is refreshing to people who are often nervous about adopting a new method, or taking on “this process stuff.”

I recently did some strategic planning with a client – he was a little nervous about planning tactics for goals that were 12-24 months out. “Things can change, Ruth,” he said. And he was right. That’s why it’s important to have a plan and a process, and then if (when) things change you can make intentional decisions to veer away from or modify the plan. But – the modification is then intentional, not just because you saw a fun-looking squirrel and decided to run after it like the dog in the movie Up (love this clip: click here). Some people do this so frequently, that Nicole and I actually use “squirrelling” as a verb.

In the Four Disciplines of Execution, Sean Covey stresses the importance of using and tracking lead measures – those which you can influence and which drive the progress towards a goal – in the execution of a goal or strategy. His theory is that a “cadence of accountability” ensures that people develop the habit of reviewing their commitments and assessing whether those tactics (or lead measures) are making the progress they expected. If they’re not, then they change the tactics and the things they measure until it has the desired result. (Click to Tweet)

In the The Whiteboard Way© we teach the same principles. We combine traditional process improvement tools with modern theories about being flexible yet accountable, and we show how this approach generates increased engagement and better results.

Have you had success doing process improvement this way? Tell us about it!

Until next time,

Ruth.

The 3 habits of “Process People”

Ruth and I can see them instantly in a room full of people. A little like an oasis in the middle of a desert. The way they talk about problems. The way they describe a process. The way they doodle in their meeting notebook trying to talk about their pain point at work.  I’m pretty certain there is even a special twinkle in their eye. It is thrilling and exciting.  Total #MCM (Man Crush Monday) or #WCW (Woman Crush Wednesday) when I meet someone with process aptitude.

Want to be our #MCM or #WCW?

Learn and use the 3 habits of “Process People”

#MCM for process

#MCM for process people

1. Be a doodler:

Process people get the concept of visually representing a process. People process visual information much faster, and processes can be complex and difficult to explain with words. Getting to the root of an issue by quickly doodling that part of the process is a great way to start articulating the problem. It doesn’t have to be perfect and you don’t even have to use the right shapes, just get your view of the process out on paper while you are chatting with someone. Process people’s meeting notebooks are filled with diagrams and scribbles – all a way to distill information to someone else who might not be as close to the process as they are.

2. Talk Data:

Process people understand the importance of data to baseline the performance of an existing process so that you can compare it o the new process. Make sure that you understand the impacts and details of the current process problem, and can you set targets for your future state.  What are you trying to improve, reduce, or eliminate? Improve turnaround time? Reduce change requests? Eliminate errors? Where do you want to get to?  By when?

3. Know the Players:

Process people understand that people have a huge impact on a process.  Understand all the touch points, people, positions, roles, or departments touch a process.  Then you can use our free process mapping template to take your doodles and take them one step further by using the swimlanes.

Just bringing these habits into your every day life can make you someone with “process aptitude” and that’s a great thing!

Tell us about your process #MCM’s and #WCW’s on Twitter @whiteboardcons.

Until next time,

Nicole

How to Process Map When You Don’t Know What You’re Doing

whiteboardconsulting.ca/staging: Peacocks and ProcessesThis week a friend emailed me to ask for some process improvement advice. He has been thinking about a business process in his office, and knows something isn’t working the way it should, but isn’t quite sure what it is.

In fact, he wasn’t even sure how to articulate what he was looking for.

“This is probably the kind of thing that you guys could do for me, but I don’t even know what I want yet. Do you have anything like a template or a document that lists your process for drawing out how a process is working?”

Funnily enough, we don’t. When Nicole and I facilitate process improvement sessions it comes to us naturally, based on a few key questions:

  1. What is the “pain point” that you want to fix? Or, what is that “one thing” that drives you bananas when you drive home on Friday evenings, thinking “if only we didn’t have to deal with “this thing”, everything would be better?
  2. What kicks off your process? What’s the first step? You might think this is an easy question, but we once spent 45 minutes with a client helping them answer it.
  3. When is your process finished? What’s the last step? Is it when something is produced? Or when the customer recieves it? Or when the cheque comes in?

And that’s enough to get us started. From there we interview the key people involved in a process, draw it on huge Post-It paper on the wall, and then review it with people to ensure it’s accurate.

At that point the opportunities to improve pretty much jump off the page.

My Response to Him

Assuming you know nothing about a process map (forgive me if you do):

  • square shapes represent a step in the process
  • circles/ovals are beginning and end points
  • diamonds are decision points
  • arrows direct the flow from one step to another
  • the rows, or swimlanes, represent each person or group or organization who “touch” the process
  • A completed process map a beginning and end (duh), has all the process steps in the appropriate row depending on who completes the step, has decision points where ever an approval is needed (e.g. Approved? Y/N) and then appropriate steps for both Yes and No possibilities, has numbered steps (makes it easier to refer to specific steps later if you’re talking to someone about it).

You can use a pencil to document your process directly on the page, or you can have a big piece of paper on the wall and use sticky-notes (one for each step). This makes it easy to move them around if you need to. Use the attached template to help you out. (Click here for the process map template: WBC Process Map Template.)

  1. Determine the swimlanes – who has some involvement (no matter if it’s only one step) in any aspect of the process?
  2. Determine the trigger point – what kicks the process off?
  3. Consider the end point – how will you know when the process is done?
  4. Put a circle shape in the swimlane for the person/group that starts things off. Write the word “START” in it.
  5. Put a square shape next to the circle and label it #1, and write the step.
  6. Proceed with each consecutive step.
  7. Add the arrows last (you almost always have to change them as you go).
  8. When you reach the end point, put a circle with the word “END” in it.

His Response to Me

Ever the clown, my friend responded with, “do you realize how ironic it is that you don’t have a process document for your process mapping process?”

Isn’t it though. So ironic. See if I help HIM out again… sheesh…

Until next time,

Ruth.

Beginners Guide: Using Appreciative Inquiry for Process Improvement

This week, as I finish my certification process in Appreciative Inquiry (AI), I thought I’d give our readers a little understanding of how we’ve used AI and applied it to our process work.

Our  process background has led us to focus on gap assessment and gap analysis as a primary methodology for seeking process improvements and identifying opportunities for improvement.  Our facilitation methodology was usually centered around questions like: “What is your pain point?” Or “What is the one thing you would change?” Or “What would make things better?”

This type of gap assessment methodology is highly successful and works extremely well in organizations that:

  • Have a strong (positive) organizational culture
  • Are accustomed to process improvement or are seeking it out
  • Have process aptitude or orientation
  • Are resilient to change

We’ve applied the AI methodology to our Process Improvement Part One and Part Two courses (part of the Whiteboard University Curriculum that we’ll be offering this fall).  Our Whiteboard Way teaches the following concepts:

  1. Define It! Learn to develop a problem statement to effectively describe a potential process improvement project.
  2. Draw It! Use basic process mapping tools to graphically represent the process at hand and begin to identify possible areas for bottlenecks, duplication of effort, or unclear roles and responsibilities.
  3. Imagine It! Use tools like a fishbone diagram to effectively search for root causes, and thus possible solutions to the problem identified in step 1.
  4. Prove It! Use data to demonstrate how the improved process could be measured against current performance.
  5. Talk About It! Effectively communicate process changes throughout the organization to support uptake of the new process and manage progress throughout.

We applied AI methodology (and Summit framework) in the following 2 steps of the Whiteboard Way:

Screen Shot 2014-07-24 at 11.07.37 AMTools We Use

Opportunity Map

Following an exercise to identify problem statements from a number of groups, the problem statements are collected and documented on a whiteboard. Process improvement project problem statements are then reframed  in the positive using AI methodology to talk about the ideal process or ideal experience to generate future state discussions that feature best-in-class processes.

Using multicoloured dots, individuals from each table group are able walk to the whiteboard and “vote with their feet”  on the top 3-4 projects that are of most interest to each individual.  The top 3-4 winning projects are then spaced around the room and participants are asked to join the project that is of most interest or that the participant feels could provide the most value from a knowledge perspective. For the most part teams naturally tend to be naturally evenly distributed, but wherever necessary shift to create somewhat equal participation between groups.

Using the opportunity map creates a great deal of engagement in the group. We have noticed that every person who joins a new project group has a vested interest in the outcome, and their excitement and engagement is palpable right away – versus teams being forced to work on pre-defined problem statements.

The re-shuffling of table groups based on working on the new problem statement of their choice truly helps to capture not only individual engagement, but the appropriate level of knowledge base within the group.

AI Questions/Reframing

In order to facilitate the Imagine It! portion, we first use traditional process improvement methodology using a fishbone diagram to determine possible root causes for the problem statement.  This is where traditional process improvement would end – what we do differently is ask them to then consider the possible root causes, and using AI question techniques begin to envision a future state for the problem.  The guided questions for each problem/opportunity statement are as follows:

  1. What is the current strength of this process?
  2. What are you proud of?
  3. Can you tell a story of when this process worked well?
  4. What are the key themes of success? (Using the Fishbone diagram as a guide: People, Processes, Materials, etc.)
  5. What does this process look like in one year, once it has been reengineered and is working effectively?
  6. What measures can we use to see how successful the new process is (versus the old process)?
  7. What things need to be done in order to get there?

The teams are then able to effectively leverage current components of the process that work the best, identify what needed to change, and what needs to happen in order to make that change.

Reflections on impact on participants

Using this new style of questioning is a fundamental change from classic process improvement.  Often during the Imagine phase there is a great deal of change resistance to changing the process, especially when certain parts appear to be working. Leveraging the parts of the process that work well allows that resistance to diminish significantly. The “pain points” and “what is the one thing you would change” conversation in a typical gap assessment tend to devolve into “personnel issues” rather than process issues. Often people determine that it in fact was not the process that was broken, but the owner of those process steps that is to blame for the variability in the outcome of the process.

The AI methodology  paired with gap analysis allows participants to steer clear of the negative, and focus on positive process improvements that are more fruitful than those that develop from pure process gap analysis alone (Click to Tweet).

Reflections on AI

While traditional gap assessment methodology is still a large component of process improvement initiatives, the use of AI is very effective when there is significant resistance to change or organizational culture issues that tend to draw negative conversations rather than opportunities.  This is completely normal for process improvement where users of a process experience the effects of the change curve, namely first disbelief in the efficacy of the methodology, anger possibly due to fear of the unknown or lack of skills to execute the newly developed process,

New questions or observations

It would be interesting to document a process improvement project that used AI exclusively as a methodology against one that used gap analysis to assess whether the improvements using AI could in fact yield better results.

Our opinion is that differing methods work for different individuals, so blending the two approaches meets the needs of all stakeholders and will yield the best possible approach to engage a wide variety of thinking styles and communication styles.

Want to know more about AI and process improvement?  Send us a note.  Have any interesting AI stories?  Join the conversation on Twitter @whiteboardcons.

Until next time,

Nicole

 

Coffee Talk: Explaining Whiteboard’s Sweet Spot

Screen Shot 2014-07-17 at 12.50.36 PM“I thought you did process improvement,” said my friend.

“We do,” I responded, stirring my decaf soy skinny mocha (new fave drink, for those keeping track).

“But you just taught a course on Coaching, and another on Executing Flawlessly.”

“Yeah, and?” I was sure there was a question in here, but wasn’t clear yet on what it was.

“I don’t get it. What do those have to do with process improvement? That’s process mapping, and finding efficiency, and statistics. You’re talking about leadership skills in those other courses.”

Ah, the lightbulb came on. And my first thought was, “Really? Isn’t it obvious?” My second thought was “Ruth, don’t be rude. Clearly this is not as obvious a concept as you seem to think.” In fact, most people Nicole and I talk to are not quite sure how to explain the niche that Whiteboard Consulting has carved for itself.

“Hmmm,” I stalled for time as I gathered my thoughts. “OK, you’ve done some process improvement at work, right?”

“Well, we’ve only done a little bit. My boss is trained in Lean Six Sigma and has been teaching us a little at a time. It seems ok, but it takes a really long time to implement and most of us don’t have the time to dedicate to it. It’s crazy, because Sherri, my boss, clearly loves this stuff but has trouble explaining it to some of the people who are more cynical. We’ve got people with 30+ years of experience, and you can’t tell them about changing the way we do things when the processes work just fine for them. And it’s so involved! I mean Lean has all these steps that you have to do, and meetings, and charts – people don’t have time for it all, and so the ideas they come up with just don’t stick. I really don’t get it. No offense,” he added hastily.

“None taken,” I said. “What else do you know about process improvement?”

He thought a minute while he chewed his blueberry scone. “To be honest, not much. I know that a buddy’s company tried to implement Six Sigma and spent a ton of money on training and then ditched it after a year. But I also know that there are people who are successful at it – I mean, you and Nicole have obviously had great experiences or you wouldn’t be doing what you’re doing.” He shrugged. “I don’t know why it works for some and not for others.”

“Think about it this way,” I began. “If your boss could do one thing differently to make her process improvement efforts more successful, what would it be?”

“One thing? That’s hard because there are a bunch – she needs to be able to actually explain why this process stuff is necessary, and put it in the language we’ll all get. And that’s not easy because we all come from different backgrounds at work. And then there’s the time to get things done and the tendency to allow things to just slide by. No one has the time, so stuff gets dropped and there are no consequences. Why should I kill myself over something if no one really cares enough to hold me accountable? The whole thing is inconsistent and so it just doesn’t stick with people.”

“Right, so if your boss was better able to coach you on what needs to be done, communicate why it needs to be done, understand the cultural resistance for how it’s being done, help people make time for the work, and hold people accountable to their tasks… that would make it successful?”

“For sure. Absolutely. But you’d have to teach her how to… oh… I see what you did there. Nicely done.”

We both laughed. “See,” I said, “so many of the more formal process improvement efforts require a HUGE investment in time and money, and companies take them on before fully assessing whether the organization is ready to change. They expect people to be thrilled to change their processes when first of all, they’re perfectly happy doing what they’ve always done, and secondly they’re terrified that process improvements will mean job cuts. Then everyone’s day jobs kick in, and draw attention away from what the goals were, and things slide, and it becomes this swirl of doom. Nothing gets done, and process improvement efforts get a bad name.”

“Swirl of doom. Did you just make that up?”

“Sort of, yeah. We also call it the vortex of insanity. Take your pick. But seriously – Nicole and I recognized this long ago, and set up Whiteboard Consulting with its own little niche: we are the company that teaches the initial steps of process improvement that prove themselves and start to shift the culture. We also teach the leadership components that are essential to supporting the success of the initiatives. You just can’t do one without the other. Well you can, I guess, but you’ll likely screw everything up.”

“Are you saying Lean Six Sigma is the wrong way to go?”

“No! No not at all,” I said quickly. “You know I’m a black belt in Six Sigma, and obviously I loved it or I wouldn’t still be doing it almost 15 years later. We just feel that those big programs are, for a lot – not all, but a lot – of businesses, too much, too soon. We teach the baby steps first, and if the culture is then ready for the big guns, then by all means, launch the formal stuff. Whiteboard Consulting’s sweet spot is where process and leadership meet.” (Click to Tweet)

“That sounds like a good tag line.”

“It does, doesn’t it. I may have to do something about that. Now enough about work, let’s discuss the season ender of Game of Thrones and whether Jon Snow really does know a thing or two after all.”

———

Until next time,

Ruth.

When To Be a Bitch at Work

Ruth and I spend a significant amount of time teaching our clients and training participants to be kind and curious, ask open ended questions, reduce assumptions and judgements, and basically be the most lovely manager your team has ever had.  I’ve laid out a broad sweeping generalization in our blog before – coaching is everything. But I take it back. Coaching is ALMOST everything.  The final key to the mysteries of management is just saying what needs to be said – in the right way and at the right time.

While coaching might be 90% of the solution, the other 10% is delivering firm and clear messages that get results. Interestingly enough, it is often that behaviour that makes many women leaders “the bitch” and their male counterparts “assertive and determined”.  But that’s a whole other topic for our Women and Leadership Series – in today’s blog – I’m talking about being assertive and clear and not trying NOT to be a bitch by softening the message.

bubbles

Which comes first the coaching or the bitch?

Well it depends on the situation and the person of course! One of our favourite leadership theories, and one that resonates well with our clients, is Situational Leadership.  At its core, it trains leaders to effectively diagnose the needs of an individual or a team and then use the appropriate leadership style to respond to the needs – based on two communication styles: Task oriented and relationship oriented styles.

This means that each individual and situation needs to be diagnosed appropriately.  There is a time to use coaching for:

  • selling –> How might this benefit you?  What would make you want to do this? Tell me what is working well for you?
  • discovering –> Help me understand what happened? Tell me more? Tell me about a time you have you done this in the past?
  • problem solving –> What is the impact of your decision? How might you approach this? Who needs to be involved?

And there is ALSO a time, for more directive language. Directive language, or more simply, direct, assertive, to-the-point language, is often deemed negative and insulting to the recipient.  Our Canadian (and British influenced) culture, in fact, does a particularly bad job of being direct. We are much more likely to soften the message with the sandwich approach (good feedback, bad feedback, good feedback) or softening our message with words like “occasionally” or “maybe” or perhaps. It is this weakening of messages that causes confusion in employees.  They are unable to discern between the message and the words.

So when can you just say it?

3 Situations When You Can (and should be) Be a Bitch.

  1. Urgency (when time is of the essence) –> I need you to contact the following people by end of day to resolve this customer service issue before it becomes a bigger problem.
  2. Lack of skill or experience–> First you will contact the suppliers, then you will generate the purchase orders, and finally you will order the parts – that is the process I need you to follow.
  3. Resistance to  previous coaching –> We have talked about the impact of your tardiness at the last 3 meetings. You are required to be at work at 8:30.  Another incident of tardiness will be noted in your file.

The coaching drives engagement, but it is the direction (when appropriate) that drives results. Your ability to be the bitch at the right time and in the right way, will make both you and your team a success.  Discover the magical balance between coaching and direction to become both a loved AND respected manager (Click to Tweet!).

Tell us your stories about your results @whiteboardcons!

Until next time,

Nicole