All posts by Nicole North

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

 

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

The Top 6 things your Boss should know about you!

The only way to build a successful high performing team is to understand what makes the individuals on that team tick. To reach that truly collaborative state of mind where the power of the group is greater than any of the individual contributors, and they all know it (and aren’t still competing for your attention) you need to understand those individuals better.    Feel like your boss doesn’t understand you or use your skills adequately? Feel like you don’t get why your team is functioning like a group of individuals and not a team?  Bosses – get coaching.  Individuals, start talking.

The Top 6 things your boss wants to know:3889389-boss-and-business-team-on-white-background

  1. Your career “story”:  Your boss has your resume and  was at your interview – so there’s some basic knowledge there, but what about the story behind it?  I started my career as a temp who was really good at sending out courier packages, better than any temp before me, so they hired me.  There’s alot more to the story, but it’s not a list of my accomplishments and my job skills – its the actual path I took to get there.  This is a great source of information for your boss to understand how you view career progression and how you demonstrate (or don’t) loyalty and engagement with the organization you work in.
  2. Your generational style ( how to communicate best with you):  Everyone and every situation is different.  What is the best form of communication for you? Email? Text? Face to Face, or god forbid (for me anyways), the phone?  Find out the best method of getting the point across in a wide array of situations to get the most out of your team.
  3. Your thinking style (what type of work should they delegate to you):  Are you a Doer, Dreamer, or Analyzer?  Is your skillset best in execution, creativity, or data analysis?  Tailor the work to the type of thinking style whenever possible to get the best results!
  4. Your conflict resolution style (how will you resolve conflict when it arises):  How your resolve conflict will determine your ability to deal with challenging situations in the workplace.  Do you confront and control conflict aiming to win? Do you compromise your needs in order to please others?  No one conflict resolution style is right for all situations, but learning to use each style effectively can yield optimal results.
  5. The 3 P’s: People, Projects, and Personal: The 3 P’s are the easiest way to effectively have a 1:1 with your boss.  You should be able to identify whether there are any conflicts, HR issues, staffing issues, interpersonal issues with anyone on the team, the status of your projects and work, and then is there anything going on personally that might impact your work.  This is a touchy one – this doesn’t mean a lengthy retelling of last saturday night’s escapades, but it may mean – my grandmother is sick in the hospital – I may have to leave early the next couple of days to deal with that.  Just giving you a head’s up.  This helps your boss plan and assign work better – like a boss.
  6. How you like to be rewarded/recognized:

Well, as it is the long weekend, I will leave you to ponder these top 6 things.  Are there more?  Bosses out there what else do you want to know?  Keep us in the loop @whiteboardcons #betterfastercheaper.

Until next week (Ruth will be back YAY!),

Nicole

 

Is Voicemail retro yet?

Don’t Say the V-Word!!!!

Oh that’s right. I went there.  To me it is a dirty word.  No matter how much everyone tries to tell me it isn’t a big deal, I loath it.  VOICEMAIL.  My Dad and I bicker relentlessly about my inability to  listen to voicemail or return phone calls in general. My theory is if you need something – text me!

I believe that my dramatic fear of voicemail stems from two primary issues:

  • The first comes from a huge pet peeve of listening to people talking loudly on cellphones in public places.  I don’t care what streetcar you are on, what Anna did yesterday that infuriated you, or whatever you have to say loudly while on public transit. Once I was on a train and heard a woman tell her engagement story 12 times on the way to Montreal.  By time number thirteen I ripped the phone out of her hand and told the story verbatim to the frightened person on the other end myself.
  • The second is my “doer” thinking style.  Checking a voicemail just takes too long. I have to call a whole number, enter a password, and then contort my face against the phone to listen to you mumble “Hi it’s me. Call me back”?  It makes absolutely no efficient sense to me. Just send me a note and tell me what you need. It saves me 5 minutes in checking that voicemail, and the 5 minute call to find out what you needed – when I could have been using that time to DO what you needed me to do.download

So depending on your fears and needs, this blog has two themes – reducing voicemails and how to leave voicemails. Read on…

How to reduce annoying voicemails.

1. Always respond to voicemail-aholics with a text or email. People are somewhat trainable (I’m still working on my Dad).  If every time you write them back maybe eventually they will catch on and write you in the first place.

2. Don’t have an outgoing voicemail message or if that’s not possible tell people they will get a faster response by email or text.  See reasoning for #1.  Their fear of you not getting it will go one of two ways, they’ll email or hyper-call (that’s a whole other ballgame folks).

3. Accept the fact that sometimes voicemails are appropriate, necessary, or meet the thinking/communicating style of the other party.  Hey, soon enough voicemail will be “retro” it will be like getting snail-mail.  Embrace it’s retro-ness you hipster you.

4. Leave effective and efficient voicemails (see below).  Again, people are trainable and mimic good behaviour.  At least if you have to listen to one it will be painless.

How to leave voicemails (for the talk-aphobics).

1. State your name and where you are calling from at the beginning of the call.

“This is Nicole Dunn calling from Whiteboard Consulting.”

2. BRIEFLY state your connection and the objective of your call. This is where voicemails go wrong.  You don’t plan, you start babbling. You aren’t prepared and your message sounds like a bad Shakespeare soliloquy that’s difficult to hear and just plain annoying. Be clear with what you are looking for.  This allows the person to look into available

” Sam introduced us last week at the cocktail party. I’d love to set up a meeting with you next week to talk about business processes at ACME Temp Agency and am looking for your availability.”

3. Repeat your name and phone number TWICE (the second time more slowly). This helps if you are a mumbler, fast talker, or use Rogers and your phone cuts out for no reason whatsoever. It also helps if your listener didn’t have their pen ready.

“Again, this is Nicole Dunn from Whiteboard Consulting at 416-531-9889. That’s Nicole Dunn at 4-1-6-5-3-1-9-8-8-9.  Thanks kindly”.

Soon my pretties…soon voicemail will be like Kodak Moments, tranceparencies, mimeographs, and shoulder pads. A distant and funny memory of something from the nineties (Click to Tweet). For now let’s be kind and curious and placate our vehement voicemail users until it goes away.  When they come back, I’ll write an equally snarky blog about how to deal with people who are now “into” voicemails because they are retro.

Until next time! Tell us your voicemail woes @whiteboardcons using #ihatevoicemail.

P.S. How many weird phone calls and voicemails do you think I will get????

 

 

Why Coaching is everything…

slider1I’m not going to lie…this afternoon I have blog-itis.  I cannot for the life of me think of what to blog about.  Usually we have some client interactions that give us inspiration, or a topic that inspires us and then I go with it – but this week has been busy and I’ve been nose to the grindstone working, and not getting to talk to our most amazing clients.

Hmmm…..it’s like there are crickets in my head.

WAIT! Genius Moment Alert!!!

Coaching is everything, and everything else is…well, something else entirely Click to Tweet (Click to Tweet).

Coaching is Networking & Sales

Ever meet with a potential partner, and realize that they’ve prepared a sales pitch about how they can improve your website content?  And all you wanted was to discuss a marketing campaign?

The Problem: The person wasn’t networking – they were selling, and we (as a client OR partner) weren’t “there” yet. Inevitably someone left feeling defensive or “sold” to, and someone left sales-less and partner-less.  Just talking about yourself and offering your solutions may alienate your audience.

The Solution: Ask questions like:

  • Tell me about your business?
  • Tell me about why you started?
  •  Who are your best clients?
  • Tell me about your {insert your product here- website, tagline, website content, new process course?}
  •  How is {insert your area of expertise here – marketing, PR, Advertising}? Is it working for you?

Being kind and curious and asking as many open ended questions as possible POSITIONS you to build partnerships and opens opportunities to sales success you might never have imagined.

A wise friend once shared a quote with me: To be interesting, you must be interested.

Coaching is Relationship Building & Collaboration

Have you ever had to work with someone on something, but didn’t quite trust the “methods to their madness”?  Did you take over and just do it yourself?  You control freak, you! In order to collaborate effectively with others, you have to build a trusting relationship with them first.

The Problem:  You are trying to collaborate with someone, but don’t fully trust them yet – or they don’t trust you.  Someone is on a control rampage. Watch out!

The Solution: 5 steps to sanity:

  1. Assess the trust relationship (does it exist)?
  2. Assess which part of the equation is missing (Trust = Achieving Results + Acting with Integrity + Genuine Care.)
  3. Ask kind and curious questions (again, I know) to find out what happened.
  4. Offer Feedback (remember to ask permission) about the scenario that broke your trust.
  5. Resolve together.

Coaching is Problem Solving and Conflict Resolution

No matter what, everyone hits that roadblock where they don’t quite get along with a colleague.  Either it is something that rubs you the wrong way, or he/she is your outright NEMESIS.

The Problem: You’ve hit an impasse and emotions are in the way of getting to resolution!

  • Unless you have a trusting relationship, resolving conflict and giving feedback can’t happen.
  • Be an ASS!  Just kidding, use the The “ASS²” Method of Resolving Conflict.  This tool de-escalates emotions, seeks common ground, and works to solve issues.
  • Check your conflict resolution style – are you more assertive or cooperative (check one tool out here)
  • Take some time to breathe, prepare for a difficult conversation, and use the best conflict resolution mode to deal with your situation.

The  Solution: Use the Tools!

Coaching is Change.

Change is hard.  Sometimes even what seems to be easy can become challenging when an organization cannot effectively express their emotions (remember our Passive Aggressive Blog?) and communicate clearly.

The Problem: No one communicates effectively. It’s all hidden in the words – and their tone says it all.

  • Until an organization can effectively coach up, down, and across – you cannot implement or make significant behavioural changes in an organization.
  • Everyone needs to have trust and safety – before they can network, before they can give feedback, and before they can change.  Build it (trust) and they will come!
  • Use all of the coaching gears (discovery, feedback, and difficult conversations) CONSISTENTLY to create a coaching culture – and then make big change!

There.  Short, sweet, and to the point.

You can’t sell, network, problem solve, or change without coaching.

Have I scared you?  LAST chance to make it to our Process of Coaching Course on Monday June 9, 2014!!! We have only a few seats left! Snag them!

Tell us how coaching is everything @whiteboardcons #theprocessof coaching!

Until next time,

Nicole

Coaching Passive Aggressive Behaviour

Passive Agressive

We often teach coaching from the perspective of coaching to generational types, coaching to thinking types, coaching for difficult situations, coaching to give feedback, coaching to discover and build relationships – but recently we’ve explored the concept of coaching to behaviour types.

People love throwing around the words “Passive Aggressive”.  But what does it actually mean? Is it just a style? Is it bad? What are the repercussions of this style?

What does a Passive-Aggressive (PA) look like?

I had used the term before, and thought it was a way of exerting an aggressive emotion or feeling, but doing it in a nice way.  I never really saw it as a negative thing.  In fact I often categorized it with the ever so typical Canadian “Sorry.”  Someone bumps into me, and I say in that heartfelt Canadian accent “SOOrrry”.  Am I just super nice and subservient? Or instead of telling someone they are are jerk for bumping into me, am I hoping that jerk will feel bad that I said sorry (unnecessarily) and actually apologize to ME?

First let’s describe what this type of behaviour is:

Passive Aggressive behaviour is typically categorized as someone who expresses negative emotions in a seemingly positive manner.

  • Am I (or a member of my team) passive aggressive?
  • Do they use sarcasm regularly as a means by which to express their dissatisfaction with others’ behaviour?
  • Do they often agree to requests, yet less often fulfill their obligations?  (ie. procrastinate, fail to deliver, sabotage efforts)
  • Are they often forgetful, and use it as a scapegoat for fulfilling obligations? (i.e. often arriving late, losing items frequently, cancellations)
  • Do they take offense and become defensive or angry when their behavior is pointed out, believing it was the other person’s fault?
  • Do they use denial or evasive strategies when in challenging coaching discussions? (i.e. changing topics, using the obligations they forgot or procrastinated as a reason not to discuss the issue?)
  • Do they often feign misunderstanding? Arguments turn into a matter of semantics rather than the real issue at hand? (i.e. “Oh you mean you wanted that done today? I had no idea, you didn’t SAY THAT!” .)
  • Does their tone or behavior indicate anger, but their words say something completely different? (“I’m not mad!” – paired with distant or evasive behavior. This is the classic “Whatever” or “I’m fine” line that we toss around when we don’t want to get into a confrontation.)

If these sound familiar, you may have a passive-aggressive on your hands.  People with this behavior dislike expressing emotions honestly or confronting situations.  Often this cam be traced back to childhood where it may have been inappropriate to articulate dislikes and likes honestly.  Instead they please the audience with their words in an affirmative way (this is the passive part) and add behaviours (usually non verbal ones, like facial expressions) that seem to conflict with their words (this is the aggressive part). This behavior is very confusing to recipients who are hearing one message, and witnessing or experiencing another one altogether.  (Click to Tweet.)

Statement

Passive Part

Aggressive Part

“Whatever”. This is fine, I’m not concerned. Eye rolls and silent treatment to accompany the statement.
“I’m not mad”. I am not angry with you. I am mad, and I am not talking to you anymore as a result of it.
“You said that this was the MOST important thing to you. Now you are saying there are other important things as well?” I am repeating what you said to me, indicating active listening and compliance with your demands. Evading the discussion of the issue at hand, and focusing on an issue of semantics and clarity to defer and procrastinate from the issue at hand (prioritizing issues).

While this behavior is sometimes categorized as abusive, controlling, and manipulative – we take the approach that this is a habitual learned behavior that the PA may not be aware they are exhibiting (or the impacts it may have on recipients). Also, PA’s are good at this – and they see success (namely not having to confront) so their inclination is to keep doing what they’re doing. If we use our kindness and curiosity we can identify their fears, insecurities, and concerns and create a safe environment to express their emotions directly.

4 Tips for Coaching to Passive Aggressive Personalities

  1. Point out the behaviour (be consistent).  For example: You are telling me that you aren’t mad and I’m seeing you pull away. If you are angry let’s talk about why.
  2. Use contrasting statements (don’t/do) to indicate safety. For example:  “I don’t want you to think that I am going to be angry with you for being honest. I do want us to be able to talk openly and build our relationship.”
  3. Ask open-ended questions.  This is a classic coaching technique and the PA can often circumvent this line of questioning.  If you can, think about possible reasons that the PA is upset, and test it out. “Are you scared that I am going to be angry with you? Tell me about that?”
  4. Stay Calm and go back to step 2. PA’s are masters of their skill.  They are able to divert your attention to other issues causing the recipient to overreact. They may even exhibit pride in their ability to frustrate you. Stay calm and allay their fears and concerns.

Take the time this week to listen to yourself and others for passive aggressive behaviours.  See if you can’t be more assertive (in a kind and curious way of course) without fear of confrontation.  See if you can deal with a passive aggressive personality at work.  Tell us about your success with it @whiteboardcons #betterfasterandlesspassiveaggressive.

Until Next Time,

Nicole

Women and Leadership

Woman-leadershipThis week at Whiteboard Worldwide Headquarters, Ruth and I have been thinking about Women and Leadership, particularly with respect to training.  I have to be honest that my first thoughts were, “Why would women need Leadership training that is any different than the training we would offer to men?” I hated the thought of saying that women needed something different or special – to us leadership meant building relationships, coaching your team, developing and executing in a “one-size-fits-all “strategy.

The literature and media I looked at seemed to emphasize that women need more training, whether it be in order to debunk  media’s presentation of “stereotypical” women and their roles, or to add some additional skill-sets that would make women more successful. I reached out to a few feminist women in my circle who hold leadership roles, and was overwhelmed with their excitement and passion on the topic – but I still wasn’t convinced.

“Part of the hesitance to embrace powerful women is embedded in feminism itself,” says Buzzfeed’s Anna North. “Feminism is a movement founded on women’s status as a marginalized group,” North writes, “and as a woman moves closer to the centers of corporate or government power, she can come to seem like, for lack of a better word, the Man.”

Could I agree with this? I’m not sure!

My government leadership experiences have all been peppered with a wide array of women leaders, many of whom were stellar strategists and coaches, and seemed to kibosh any and all barriers to women being successful in leadership.  I have been fortunate in my career to have these leaders to guide me to take on leadership roles and excel in them.  So my experience makes it hard for me to say that women are treated differently than men in the workplace.

But how do others feel?  Do women need to learn how to react, mitigate, and respond to situations where they are being treated differently? (Click to Tweet)

This week, Ruth and I delivered some “executing on strategy” training to a team of 30+ engineers (95% male) and my mindset changed a little.  Talk about a tough crowd. My inner-self was torn between being my best, teaching the material that I knew was great in the ways I know how – and running out of the room to have a nice cathartic cry.  Wow. I don’t think I had ever experienced that before, and it was alarming to me. Did I have to win over this crowd because I am a woman? Was it because I’m not an engineer? Were there other reasons? I don’t really know. To be honest, my biggest issue is that I cannot prove that any of those reasons was the culprit. So many questions, so few answers.

While I still have questions and a lot to learn about the topic, I’m going to start this series of blogs on Women and Leadership with the concept of like-ability.

Do women prefer to be likeable over successful?

Do I need to be affirmed to feel successful? Ruth and I had a retreat last winter – and we learned that we feel the most satisfied about our work when we receive positive affirmations – either from each other, our clients, or especially training participants.  It made us re-focus our strategic plan on training in 2014 – because we like that feeling and want more of it.

To quote Jessca Vallenti – to be driven by this like-ability – “means that your self-worth will always be tied to what someone else thinks about you, forever out of your control.”

I felt a little out of control in that session of engineers who were highly skeptical of the methodology we were trying to teach. Deep down inside, however, I knew that I could turn them around. More, I knew Ruth and I could turn them around.

So I actually knew things were in fact in my control.

My ability to relay the content to the participants and get them to “get it” (or “grock it” as Ruth would say), was completely in my power. My ability to comprehend their engineering examples and summarize and repeat them would improve my credibility, would get me to understand their world, and would ultimately get them on board.

But is that unique to me? Is that some skill that I have that other women don’t? And if so – WHY?

Now, I think we did turn the course around and reach the curious and open side of that group of engineers, and we saw success.  I’m still considering the concept of how much they liked me in my mind – and how that impacted me.

It’s still early in my research, and I  have a lot of work to do to solidify my views, however, I did learn a little about myself in that room.  Most importantly I wondered if I could harness that learning and help other women . Am I a feminist yet? Stay tuned for this series in Women and Leadership to find out more.

Do you have thoughts on women and leadership? What concepts do you think a leadership course on women should have?  Comment below or send us a Tweet @whiteboardcons with the hashtag #womenleaders.

To be continued……

Until next time,

Nicole

A business model that works for you!

After enjoying a sunny and fabulous yoga retreat at Anamaya Resort in Costa Rica I am now back to the daily grind. I spent 7 days enjoying the most fabulous organic food (grown on Anamaya’s own farm), getting my chakra on with the most amazing Yoga/Dance/Everything Instructor, Melissa-Jane Shaw, meeting a fabulous smart group of women (and one lovely man), Salsa dancing and busting a move to Beyonce, and above all, estro-bonding with my bestie, Yaryna.

While sometimes blog ideas elude me, this one was as clear as the Costa Rican sunrise over the Pacific Ocean: Things don’t have to be done the way they’ve always been done. Do them so that your customer is surprised and delighted. (Click to Tweet).

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So I’ve been to a ton of resorts, spas, retreats, hotels, motels, all-inclusives, B&B’s, Inns, timeshares – you name it and I’ve probably been there.  What’s the first part of the process when arriving at your destination? Checking-In.  Whom do you likely deal with most during this transaction? The reception desk.  Some do it really well, others have trouble communicating, others are bombarded with clients. Now, Anamaya has this down pat:

You arrive, a delicious smoothie is placed in your hand, and you are directed to enjoy the most stunning view you have ever seen. There’s a little house where you do the check in – you are then introduced to your receptionist for the day.  She’s in the kitchen, helping prepare for communal meals in the main house, helping you at the boutique to buy fabulous yoga wear, arranging taxis, booking spa treatments, grabbing you a glass (or 3) of white wine.  You name it, she’s on it.  It worked so well, and created such an amazing family atmosphere, that tears are shed on the last day of every retreat without a doubt! The best part is she’s quietly and un-assumingly documenting your purchases, so that checkout (back in that little house) is a clear, transparent breeze! It was literally genius. Literally. I can’t even.  Those folks deserve the Whiteboard Process of the Year Award (wait – Ruth – we should do that!).

Nicole & Gretel

Me & Gretel one of the receptionists that I absolutely LOVED! Sorry for my yoga hair and crossed eyes (selfies –ugh).

So what’s the moral of the story? Don’t be afraid to try something new with your business model.  Here are a few tips on trying out a new business model for interacting with clients:

5 Tips to a business model that surprises and delights

  1. Seek unique business models from your industry competitors for interacting with clients. Try them. Use them. Figure out what works and what doesn’t.
  2. Take a leap of faith.  It’s not easy, but it doesn’t always have to be the way it’s always been.  Change is hard guys!
  3. Test and trial them out.   See what will work best for your environment. Clearly the model I described above won’t work at the Four Seasons in downtown Toronto.  Find out what works for you and your customer.
  4. Survey your customer.  Get their feedback, input, and suggestions for improvement. You’ll know you have it right when you have raving reviews.
  5. Process. Process. Process.  Think I forgot? I think not.  Document and standardize your processes so that you can continuously improve and monitor your progress.

Do you have any examples of a unique business model that worked?  Tell us about it @whiteboardcons!

Do you believe you should win the Whiteboard Process of the Year Award?  Let us know  – we’ll throw you a fancy party and celebrate your awesome process (whether we helped you with it or not!).

Until next time,

Nicole

FAQ’s on The Process of Coaching’s Experiential Learning Module

An interview with Peter Gardiner-Harding, Executive Director at playsthatwork

Peter-Gardiner-Harding_Bio_page1Many of you have asked about our Process of Coaching Course and what “experiential learning and simulations” as part of the second half of our day will be like.  We explained it in a recent post this way: After lunch, we’ll bring an actor in to “play”.  He will have a specific character, personality traits, and some previous past experiences built into his character.  And in this segment you get to do the hardest part of applying coaching tools – PRACTICE.  One-on-one you’ll get to work with the actor to go through the “Process of Coaching”.  Every once in a while we’ll “FREEZE” we’ll have the room give you some tips and suggestions, get feedback from the actor on how he’s feeling, and get feedback from Ruth and me.

I thought more about how best to explain it, and who better than the expert and experiential leaning guru himself? Our fantastic colleague at playsthatwork, Peter Gardiner-Harding (say that three times fast!), can share his thoughts on the subject?”  So earlier this week I had the pleasure of speaking with Peter (furthermore known as PGH) to gain his insights.

ND: So Peter, what IS experiential learning? How is it different than role-playing or simulation?

PGH: To me, role-playing is like a “let’s pretend”, and simulation is a subset of experiential learning itself, which is a way to experience learning with the mind and heart. (Click to Tweet) Participants are fully engaged – not playing a role with someone else.  They are doing the work in their own skin, with their own point of view, learning to integrate the new coaching skills into the way they coach. It’s here we use a professional actor who does the role-playing. The actor has the skills to portray a character and to deliver feedback so that learners have instant integration of their performance with their learning.

ND: How did you get into this field?

PGH: Although I started in business and became a CA, I was meant to be an actor. The combination of business and theatre is dramatic and meaningful, and I wanted to tell stories using my theatre and business backround together.

ND: Who gets the most out of these simulations?

PGH: The people who really thrive in this learning environment are those that are exceptionally emotionally intelligent, and self-reflective; people who are good at receiving feedback and seeking it.  They levitate in these situations! (Click to Tweet) Everyone can benefit, but these people are the ones who who discover the most about themselves. And I believe that anyone who deals with other people in their jobs can glean a lot from learning to coach – IT software developer, for example, can learn to empathize with their users.

ND: Why do people find it hard to coach?

PGH: I would say the biggest barrier to effective coaching is when the coach has their own set of outcomes that drive the agenda for the coaching conversation. Keeping the coach’s outcomes out of the conservation is the key, so that the employee can self discover. It’s very difficult to straddle that line.  You can have outcomes and coach; you just have to be transparent about them.

ND: What’s your favorite part of your job?

I love seeing people come away from a simulation having experienced a transformative “a-ha” moment, when they actually see themselves and the results they get differently, something about themselves that they never noticed before.  Some people have come away from simulations having changed their lives both professionally and personally.

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We absolutely love working with playsthatwork. And we also love seeing the “a-ha” moments when people really “get” the process of coaching and how impactful it can be on their teams. We know our attendees will love the experiential portion of our Process of Coaching course and are really looking forward to delivering it. Click here to register today! (Early bird savings end April 30th.)

Want to learn more about the process of coaching and how we use experiential learning?  Give us a shout at info@whiteboardconsulting.ca/staging, or Tweet us at @whiteboardcons using the hashtag #processofcoaching.

We’re so excited to see you all there!

Until next week,

Nicole

Sneak Peek into “The Process of Coaching”

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This post is a short and sweet SNEAK PEEK into our: Process of Coaching course being offered on June 9 or 10 (register here) in the format of a FAQ!

Note there is an early bird discount of 10% (on the registration website) and a special BNI members discount of 20% (email us for details) so, if you like a deal (and who doesn’t?) – get a deal!

FAQ’s About the Process of Coaching

What is the target audience of this course?

The people who will get the most from this course are people managers.  Examples include supervisors, team-leads, managers, or directors that lead groups of people in the private or public sector. These leaders want to be just that – a leader, not just a manager.  They want to evoke a spark in their teams that will increase productivity, unleash skills, and create a great culture.

What exactly do you mean by “Process of Coaching”?

If you read our blog a lot – you know we love to talk about coaching (link, link, link).

We’re taking all of those tips, tricks, methods, and tools (along with more) and putting them into one simple process that you can apply to be a great coach every day.  The morning portion of the course we will be teaching you our Process of Coaching that helps to build effective and collaborative relationships built on trust.  This trust empowers multi-layered feedback and difficult conversations with accountability making sure that you get the most from your team.

What is Experiential Learning? Who’s this Kris guy?

Great question(s). If you come to our course you’ll learn why stacking questions isn’t a great idea! We will have a few blogs coming up over the coming weeks to give you more insight to the methods to our madness.  The first will explain why experiential learning is so effective with a one-on-one interview with Peter Gardner-Harding from Playsthatwork.  The second will be a blog feature on our fantastically famous actor, Kris Ryan, and learn a little more about Kris’ experiences with acting in a business setting like this.  After lunch, we’ll bring Kris in to “play”.  He will have a specific character, personality traits, and some previous past experiences built into his character.  And in this segment you get to do the hardest part of applying coaching tools – PRACTICE.  One-on-one you’ll get to work with the actor to go through the “Process of Coaching”.  Every once in a while we’ll “FREEZE” we’ll have the room give you some tips and suggestions, get feedback from the actor on how he’s feeling, and get feedback from Ruth and I– something you CANNOT replicate in real life! This is the most fun you will ever have in a business course, hands down (Click to Tweet)

What’s for lunch?

Excellent question. We haven’t decided yet, but rest assured, between two gluten & dairy intolerants (Ruth and I), and our vegan project assistant David Keyes, we’ve got you covered.  When you sign up, send us a note with any dietary restrictions and we will happily accommodate.

Why is the dress code business casual?

All of that real-live simulation means we need to be in an environment that means business.  So, when you arrive, you’ll notice our fantastic space at the Verity Club, 111d Queen St E, Toronto, ON M5C 1S2 (www.verity.ca) – you have no choice but to get right into a business mood with that buzzing modern business environment surrounding you.

Same goes for your outfit. Dress like you would when talking to your team at the office!

Where do I sign up?

Intrigued already? Sign up here to catch our early bird deal and join us for a fantastic day!

Join us in our on-going conversation about coaching and office culture on Twitter, Facebook, and LinkedIn!

And if you sign-up, let us know about it! (Click to Tweet )

Are you excited yet? We are!

– Nicole