The Parallels of Golf and Leading Your Business

 First of all I want to credit my friend, client and fellow golfer, Deb Waitkus, with the idea for this article.  Deb is the founder and CEO of Golf for Cause.  She is an expert in demystifying the game, turning ‘Golf into GoldTM, and leveraging golf for business.  The Rules of Golf which as you may know can be very obscure, daunting, and at time bewildering.  It struck me as I read them there are many parallels between golf and leading a business.  The rules of leading effectively can also be quite daunting and at times bewildering. 

The Royal and Ancient Club may not have had business lessons in mind when those rugged Scotsman devised this challenging game, but they did us all a great service both recreationally and professionally when they codified the rules of the game over the years.  Here are a few samples of how golf and business parallel each other.

Golf Business
Penalty Strokes    OK, you goofed.  You did something by mistake or even knowingly did something that you could have done better.  Be honest about it, admit the error, take the penalty stroke, learn from the error and move on.
Maximum 14 Clubs What are the 14 ‘go to’ tools you use most frequently and effectively to lead and manage effectively?  Golfers are continually following technological development and buying new clubs to get that edge.  Are your ‘leadership tools’ the ones you need in your bag? Are you technologically savvy?
Be Ready Being ready and prepared for your next shot are critical in maintaining pace enjoying your round of golf.  Are you anticipating and are you ready to meet your next business challenge?  Are you considering the lie, have you lined up your next move, can you visualize the ability of your company to respond, are the other players on your team ready to respond?
Etiquette Golf is not just getting the lowest score.  It is also about etiquette, honesty, and following the rules.  You learn a great deal about a person’s character, ethic and personal code of conduct when you’re playing a round of golf.  Wouldn’t it be nice to know how your potential clients and colleagues react under pressure before you engage them in business?  You can learn this in a friendly round of golf.

For those of you that are golfers I have adapted the Slow Play Test from Golf for Cause newsletter to a Slow Play Test for Leaders and Managers.

Slow Play Test for Leaders and Managers                                                                                      Yes      No

1. Am I courteous?    
2. Do I know when it is appropriate to make the next move to close the deal or coach a subordinate?    
3 Am I ready and proactive when action is needed?    
4. Do I note the reaction and change in market to my strategy and tactics; do I learn from the markets reaction?    
5. Do I delay and procrastinate to avoid difficulty decisions?    
6. If in doubt, do I have a contingency plan prepared?    
7. Am I decisive and committed to my decisions?    
8. Do I know how to ‘take relief’ and guide my team when minor adjustments need to be made?    
9. Am I preparing for my next leadership action as I observe the activities of my team?      
10. Do I note the score, take a quick assessment of results and then move on rather than dwelling on the past?      

 http://www.peakperformancecorp.com

http://www.joycefriel.blogspot.com

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What is Employee Disengagement Costing Your Organization?

An article, “The High Cost of Employee Disengagement”  (http://www.wistechnology.com/articles/983) is not only informative, but also quite startling.  As a leader of your organization you are also likely to find the content disturbing because it presents such a challenge to us as leaders.  I suspect we all think we are doing a better job than we really are. 

I am in the midst of an organizational assessment for a regional professional service firm.  Fortunately, I am finding the vast majority of their employees are engaged which is demonstrated through their hard work and committed to results.  Further, the great news is the leaders want to know how the entire organization can be more successful, thus the request to conduct the assessment. While most of their employees are already engaged, I want to help them see the ROI potential they have by providing the direction and culture through which ALL the employees can become fully engaged.

The Gallup Organization’s most recent Employee Engagement Index reports:

  • Active disengagement costs the US $300 billion a year in lost productivity at a time when we cannot afford it (just imagine the positive impact on our economy if we could turn this around)
  • 17% or 22.5 million workers are actively disengaged (unhappy, busy acting out their frustrations, angry, alienated, poisoning others, involved in idle chatter, etc.)
  • Each one of these disengaged employees costs their employer $13K per year in lost productivity
  • Only 22% of workers are truly engaged working with passion and commitment to their company
  • At least 71% are on cruise control

So why do 7 out of 10 workers feel a high degree of apathy? And, more importantly, what can you as a leader do to avoid this drain on your organization?  

For decades, employees have been saying the same thing in almost every employee survey report.  Their lack of engagement comes primarily from managers whom they perceive do not care about them, lack of clarity about the goals of their organization, poor communications (lack of information needed to do their job well, about company performance, and about their own personal performance), the perceived inability to influence the results of the organization, and weak accountability.

Those of us in the organizational development (OD) profession would say the source is the lack of an effective organizational culture. A culture that lacks leadership, a clear vision of where the organization is going, an appropriate organizational structure, accountability and measurements of success, an intentional communications systems, etc.  When employees have clarity about where the organization is going and how they can add value, when they believe their manager cares about their welfare and their contribution, they feel respected, valued and are rewarded appropriately, and when they have the information and tools to do their job well, the vast majority of the time they will be engaged, committed and contribute positively.

So if you have an abundance of ‘water cooler conversations’ going on in your own organization, take a quick assessment of what might be missing from your culture that is allowing so many employees to spend some portion of their time unproductively.  Leading by example and holding everyone accountable for results are critical to producing results through highly satisfied employees. 

http://www.peakperformancecorp.com

http://www.joycefriel.blogspot.com

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Content versus Process – Your Role and Mine

You know the old adage…’there are two kinds of people in the world’.  There are many ways to look at this dichotomy – men and women, old and young, tall and short, and so on.  I’d add another. There are process people and those who can’t stand process.  I’m the process type.  This article focuses on the valuable role a skilled facilitator can play in helping you and your group move toward achieving better results faster.  

What is a facilitator?

A facilitator is a process person.  Their job is to manage the process of information exchange, decision-making, discussion-guidance, and effective group dynamics in order to achieve the results you are targeting for your work session.  In short, the facilitator’s responsibility is to address the journey rather than the destination.   You concentrate on the content and destination and the facilitator concentrates on the process and journey.

Why would you want to use a facilitator?

That’s easy!  You want to use a facilitator in order to free yourself and other group members to be able to concentrate on the quality of the content and decisions, to optimize your time, and to maximize group effectiveness.  Gee!  With all those benefits, why wouldn’t you want to use a facilitator?

When would you want to use a facilitator?   Anytime you are concerned with…

* both the decisions and how they are made

* optimizing the time invested by the group

* ensuring an inclusive process and quality results

* reducing resistance and increasing employee buy-in

* accommodating and managing a variety of styles, interests, and agendas

In short, anytime you and your staff as content experts want to be free from managing the process, and need to optimize time, effort and results.

How do you specify your needs?

A good facilitator will know how to help you design the work session in order to optimize results, but it is helpful if you can…

* articulate the outcomes you want to achieve

* characterize the perspectives of the participants

* share the norms the group currently uses

* lead by example so others are willing to give up their sense of control of the process in order to concentrate  on the quality of the content and the decisions being made.

http://www.peakperformancecorp.com

http://www.joycefriel.blogspot.com

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Are Your Routines Stifling Your Possibilities?

Don’t get me wrong – I love routines.  They are familiar, easy, often effective, some times pleasurable. But that may be precisely the problem.  For the very same reasons, routines are also dangerously seductive.  Undue reliance on them can cause us to become handcuffed, ultimately causing our today’s and tomorrow’s to look like our yesterday’s.  Daily, well-trodden pathways can produce well-worn feelings.  Be careful of routines, sometimes they are so good they are bad.

Of course, routines cannot be beaten when they help us accomplish recurring tasks, but if we want to construct wonderful memories, then we may need to halt what is ordinary and orderly in order to do what is   extraordinary and new.

For many of us, our professional lives do us a favor.  They provide variety and challenge.  Even so, there is routine. We leave for work at about the same time each day, we travel the same route, we do similar tasks each day, we go home by the same route at about the same time, we eat, watch TV, check e-mail and voice mail, go to bed at the same general time, etc. And wake up tomorrow in order to leave for work at the same time and do it all over again.

How about it?  Will you remember today, tomorrow or the next day one year from now?  If not, then maybe it’s time to give yourself a break from your routine.   Have an adventure. Make that call.  Arrange that trip. Visit that place. Introduce yourself. Make a beginning.  Make an ending.  Write it.  Buy it. Say it.  

You gave many other people gifts. It’s time to give yourself the gift of possibilities and make your days and your life memorable. 

http://www.peakperformancecorp.com

http://joycefriel.blogspot.com

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Communication During Times of Crisis

I have recently aided several clients with policies for their organizations.  This work underscored that no matter what the situation, when there is a major crisis, leadership and communications are vital.  This article is about communications before, during and after a crisis situation. 

Oh, My Gosh!  No Phones!

You probably have a list of emergency phone numbers and contacts in your contingency plans. But what if both land lines and cell phones don’t work?  Do you have a method in your contingency plan that tells people where to get information when it is impossible to reach them?  For example, is there a centralized community bulletin board or community emergency disaster center in your area?  Or consider establishing an emergency internet site which even in time of non-emergency tells people what to do in case something occurs.

Remote Contacts and Storage Locations

That emergency contact list you have for all employees, does it list people who live with them or contacts in another area?  Consider asking for a contact that doesn’t live in the area in case the entire area is affected by a disaster.  

Double check to ensure all your information is stored in a safe place.  It is likely that if you have an emergency contact list off site – possibly at your home or at your HR manager’s home.  Sounds safe, but in the case of Katrina all the homes were destroyed also.  Think about storing a copy in a remote location or use a commercial vendor to store confidential data of site as a back-up.  A friend of mine is an HR VP for a company that was in the World Trade Center.  Fortunately, she had a copy of all their employee contacts in another state so she could readily get access to vital information.

Top of Mind Questions

The most important questions after finding out if family members are safe are all about leadership.  Things like…

Do I still have a job?   Will my benefits continue?    Where will I find temporary housing and what about school and day care?   How will I get paid if I am not in the immediate area?  How will my insurance claims be handled if I have to use out-of-network providers?  Can the Employee Assistance Program help me and how can I reach them?   And on and on.

How Can I Help?

Also anticipate the communication needs of employees who are not affected. They want to help, but need to know how to do so and what help is needed. Again the community disaster bulletin board or an emergency internet site can be very helpful.  

Of course, my hope is that no one ever has to deal with these concerns, but as the leaders of our organizations we have the obligation to be prepared. 

http://www.peakperformancecorp.com

http://www.joycefriel.blogspot.com

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Breaking out of the Box!

Do you find yourself stuck in the proverbial box?  Can’t figure out how to get out of it?  Wish you were more creative, innovative, original?                             

I’ve often wished I were more intuitive and creative.  I admire people who have intuition and creative ability. I marvel at their sense of originality.    My sister is a very talented fine artist and compared to her I have always felt I had very little creativity.     Oddly enough, she thinks I am very creative, but in a totally different sense.  She in fine arts, I in finding solutions to business problems.

I don’t have any empirical research to back up my hunch, but I’d bet that one of the reasons we often have difficulty getting ‘out of our box’ is that we simply don’t slow down long enough to listen to the intuition we do possess.  I know it is very easy for me to get caught up in the activity trap and not spend enough time in simple reflection. 

Look what happens when we take the time to intentionally ‘get out of our box’. Here are three examples of how I’ve been able to tap into my creative side and take a non-traditional approach to an age-old dilemma. The age-old dilemma is how to get the business of a potential client or even get in the door.  My ‘out of the box’ approach follows….and by the way, I got the business.

* I wanted to meet an influential person who was on a Board of Directors so I offered to design and facilitate the Board of Directors retreat on a pro bono basis. 

Out of the Box Thinking – Find a creative way to meet those who make the decisions!

* I wanted to be the provider of choice for selected topics for programs offered through a community college so I made it a point to meet each of the members of the College Board of Directors. 

Out of the Box Thinking – Figure out who has the power to influence the decisions!

* By inquiring about the typical work pattern at a potential client site, I figured out when the key Director I wanted to meet would most likely to be in the office.  By dropping in at this opportune time, I was able to get an impromptu meeting with the Director I needed to see. 

Out of the Box Thinking – Find out when the person you need to meet is most probably available. 

I know if I stop and listen to my intuition, if I intentionally get out of my ‘activity-trap box’, I am just as creative as my fine-arts sister, but in a very different way.  While she can take ordinary things and make them beautiful, I can take ordinary situations and turn them into business solutions.  Try it, I’ll bet you can too! Let me know if these TIPS help you get out of your box.

 http://www.peakperformancecorp.com

http://joycefriel.blogspot.com

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Surviving the Brain Drain of Retirees

A very wise Japanese proverb says that ‘Vision without action is a daydream. Action without vision is a nightmare.”  A current twist on this proverb could be “Averting a disaster without a plan is a daydream.  Disaster without a plan is a nightmare”.  Recently, we’ve seen how true this is in a number of natural, world-wide disasters. 

 So what would your organization be like if a disaster struck? Just picture the confusion, mess, and frustration, not to mention the loss of productivity and business.  We know we have the equivalent of weak levees, old worn out rusted pipes waiting to break, and economic tidal waves occurring, but what are we doing about it?  We all get caught thinking ‘that was someplace else…it will never happen here’.  But are you aware of and are you planning for any type of major impact on your business that is coming more subtly, but no less disastrously. 

I’m speaking of the impact on your business of the retirement of the baby boom generation.  The US has a co-dependent relationship on this generation – we’re all banking on our 401K’s and other government and IRS-sanctioned retirement programs while the economy is banking on our continued spending.  Even though those that are still in the work force won’t aren’t as likely to leave as soon as they had hoped and some may come back for part-time positions, now is still the time to prepare for the eventual impact of large numbers of retirements from your organization.  Consider this series of questions and just imagine the preparation you need to be doing NOW.

  • How many of your senior leaders will be retiring in the next 5 years?
  • How many individual contributors in critical roles will be leaving?
  • Are the sales people who really make your sales numbers in this generation?
  • Do you have a leadership development plan which identifies and grooms the next generation of leaders?
  • Are the skills you need to develop in your next generation of emerging leaders quick and easy or do you need to plan for a long development period or on making strategic hires?
  • If you need to make strategic hires, where is this talent? Do you know where to find these individuals and what it will take to hire the skill sets and talent you will have to replace? Are you sure these talented replacements are even available?
  • Do you have a robust, complete, up-to-date set of policies, procedures, and practices in place so that new leaders coming in know ‘how things get done here’ and so continuity of service won’t be lost in the process?
  • To what degree will your product and service development suffer as this generation of expertise leaves your organization?
  • Have you planned ahead for the impact on your financial position to provide the retiree benefits your organization offers? Due to your current financial situation and the cost of supporting larger numbers of retirees, do you need to rethink your retiree benefit package?
  • And the big one, what if the person who will be retiring is the owner, President, GM, CEO or YOU. Do you have a succession plan and, if so, are you using the plan you have to replace the top person.

Hopefully, you have a solid answer for every one of these questions. Well run organizations do.  My point is not to scare you, but to prompt action if you aren’t already well prepared.  Just like when Katrina hit New Orleans, the Army Core of Engineers knew the levees were weak, the City of New Orleans knew it didn’t have an adequate disaster plan, considerable investigation had been done following 9/11 about disaster preparedness, but plans and the ability to execute them were not in place.  Don’t let your organization get caught in the ‘disaster without a plan nightmare’ situation.  

http://www.peakperformancecorp.com

http://www.joycefriel.blogspot.com

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Love the Life you Live and Live the Life You Love

The older I get the more powerful this saying is yet living this philosophy is challenging.  If you saw the movie or play, Chicago, you may recall Renee Zellweger singing this line to Richard Gere in a jail scene from inside her cell.  I certainly hope none of you ever face that set of circumstances, yet even in these circumstances she recognized she loved the life she lived despite the consequences of her choices.  Can we each say the same about our lives? 

One of my clients is a realtor to high-end clientele. I recently asked her if she was envious of the vast wealth many of her clients have. “No,” she said.  “My goal is to be happy in my life with balance in all aspects of it. I want to live with purpose and within my means.”  I had a great respect for her already, but my opinion was reinforced significantly by this statement.  For her the grass isn’t greener on the other side of the fence or security wall.  She finds a way to see the green grass right where she is.

 I have a few personal beliefs that help me stay centered and content. 

* Know your personal mission – I know the purpose of my life and the value I am providing.

* Short-term goals with a future focus – If you have longer-term goals then near-term goals help you stay focused on that objective while achieving results and accomplishments now.  When I focus on my own plan and objectives I tend not to get caught up in unrealistic wishes or the lives of others. 

* Be a realistic dreamer – Dreams are important.  They cause us to stretch beyond where we are while living in the reality of today.

* Know yourself well – Be self-aware, reflect and self-examine.  This helps me stay focused on all the reasons to be content where I am rather than being envious of others.

* Surround yourself with positive people – We get what we focus on and those around us shape our world-view so choose to make it a positive picture.  Doing so helps make our self-fulfilling prophecy positive and filled with possibilities.

http://www.peakperformancecorp.com

http://www.joycefriel.blogspot.com

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Using Mental Models as Decision Making Tools

Thinking in pictures, seeing circumstances as a series of cause and effects, and using theoretical models or mental models as guides for making decisions comes natural to about 50% of the population.  To 50% of the population seeing things in this perspective is a bit more of a challenge.  It isn’t a matter of intelligence or education.  It is a matter of natural preference for how we see the world. However, for all of us learning to see and use mental models as decision-making aids can be very beneficial. 

Simple 2 X 2 matrices are easy to remember, can represent a wide variety of situations in a simple format, and can help you sort out complex situations and reduce them to a manageable few set of circumstances upon which to base your decision. The model below is a great tool for sorting out the impact any employee has on the performance and culture of an organization.  However, it is particularly useful in sorting out the importance of a manager’s or supervisor’s performance versus their impact on the culture of the organization.  If you believe as I do that the more a manager or leader understands the importance and visibility their role plays in shaping both the organizational culture and the results they are able to achieve, the more valuable this model becomes as a tool for decision making.   Here is the model…

Cultural Performance Matrix
                                                                                                Culture

So how do you read the matrix and how do you use it to make effective decisions?

Time Bombs – you all know who these employees are.  They are the ones infecting everyone else with negative attitudes, rumor and innuendo, etc.  They may be good performers despite their negative attitude, but you can’t afford to have them infect others and undermine the performance-based culture you are trying to foster. They are carriers of infectious diseases.  Get your documentation in order and terminate them before they infect other good performers.

Losers - This group of employees don’t ‘get it’. They don’t understand the culture you are trying to create nor are they performing.   They are the one’s you’ve tried to train, you have tried to motivate and they just don’t respond.  The difference between the Losers and the Time Bombs is the Losers aren’t infecting others so they are less dangerous.  Identify them, try to rehabilitate them, and if unsuccessful, terminate them.

Positive Potentials – This group is probably the majority of your employees.  They are solid contributors and they behave according to the organizational values.   Nothing really wrong only you know they have more potential and could become real Superstars.  Corrective action and coaching can get them to step up to the challenge and become real leaders.    

Superstars – Their name describes their behavior and value. They understand what is expected and why it is important, they are leaders, they are high producers, and they positively influence the behavior of others.  These are the real keepers.  They are early adopters and the leaders who help move your organization forward toward your goals. 

Very frequently I run into situations where managers know an employee is in the Time Bomb or Loser category, but they haven’t 1) documented the employee’s performance or 2) talked with the employee.  When I ask them why, they often say, because it is so hard to hire employees that I can’t afford to lose them.  My position is that it is better to have fewer employees who are either Positive Potentials or Superstars than to deal with the ‘carrying costs’ of managing the poor performers.  You all know how much time you spend trying to manage the behavior and performance of these few when your effort would be so much more enjoyable, rewarding and productive if it were spent helping and developing the majority who really produce and help you achieve your goals.  It’s the 80/20 rule, but we get caught up in spending 80% of our time on the wrong group of employees.

  

http://www.peakperformancecorp.com

http://joycefriel.blogspot.com

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Optimizing Your IT Budget – Got Transparency?

What is wrong with your IT budget?  Is it too high?  Too low? Or worse yet, maybe you don’t know.  Now more than ever it is important to analyze the spending activities that comprise your IT budget.  As an IT leader and business consultant, I can confidently state that assessing a blanket xx% cut across the board is not an effective method to optimize an IT budget and leaves too much to chance.  While it may be effective at getting the necessary haircut, it does not rank the importance of IT activities and puts critical revenue generating functions at risk.  Additionally, it strains the relationship between business and IT leaders.  The business side claims that IT is too expensive and the technology side claims that the business side does not sufficiently understand what it takes to keep the systems maintained and available.

Business and technical leaders both have a responsibility when it comes to the IT budget and therefore both sides must come together to agree on how to optimize the IT budget.  First and foremost is gaining transparency and understanding of the activities in the IT budgets.  This is critical to minimizing wasteful spending and to optimize the IT activities which support revenue generation.  Business leaders need transparency and understanding of the technology that supports their areas.  IT leaders can help by categorizing their activities.

  • 1. Keep the Lights On. These are the activities that are necessary and required in order for the system (I will use the term ‘system’ to broadly describe applications, databases, networks, etc. whether hardware or software) to run and be available in accordance with the users’ expectations (24/7, 8 to 5 Monday through Friday, etc.). It is important that this does not include activities (described below) that enhance or change the system in anyway. This does not include organic growth or other capacity planning. It only keeps the system running in an “as is” state.
  • 2. Regulatory and Compliance. Whether required for compliance by your internal compliance team or by an outside regulatory agency, these are the activities that are necessary to update or change the system to comply with these requirements. These changes usually have a deadline associated with them. You can further break this category into group A (external agency) and B (internal agency) if you need to more closely understand the nature of these activities.
  • 3. Upgrades and Updates. These changes are strongly recommended by hardware and software vendors for proper maintenance. These are updates to the system that might be necessary because of a product version change or other end of life event that forces the current version to become obsolete or go “out of support”. It does not mean that the system comes to screeching halt, rather it means that without it, the system becomes outdated and either performance is compromised or repairs become more difficult.
  • 4. Growth. This category describes the activities needed to keep pace with the organization’s growth.
  • 5. System Enhancement. Technology groups tend to enjoy this category the most because of their passion to see and work with the latest and greatest. As a business leader, be careful not to discount the value associated with enhancements as many times there is a valid business case that is simply not articulated in business or revenue generating terms.
  • 6. Projects. Project activities could result from business needs or from IT needs, however, they both are grouped in the same category and both need to evaluated against the discretionary budget and the value they bring to the organization.

With a common way to parse and describe the often indescribable IT budget, business and technical leaders can effectively optimize the IT budget, improve their working relationships, and foster greater understanding of each other’s worlds.

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