Thursday, April 29, 2010

What Leaders Do: A Field Guide To Basic Leadership

Want to know what leaders do? Look it up on Amazon. Today there are 324,526 results that pop up. Where to start?

It seems that there are so many concepts about leadership that getting a grip on the central idea is a bit illusive. From “Lincoln and Leadership” to “Leadership Secrets of Attila the Hun,” to “Good to Great”, everyone who wants to write a book on leadership has a different slant.

Yet, we all know what leadership is when we see it. When someone on your work team sees a new way of doing things and gets everyone to try it, that’s leadership. When a person fixes something that has been done wrong, is not quite right or has been broken for a long time, that’s leadership. Anytime someone stands up for a principle, that’s leadership. When someone makes a positive contribution and difference to an outcome, that’s leadership, too. Of course, leadership is also leading companies to new growth and sports teams to excellence. So, what is this we’re talking about?

After reviewing popular leadership models from many well-known sources, it is clear to us that people need a simple concept of what leadership is, something they can literally carry around in their heads, and, most important, apply to situations they face every day.

To fill that need, we’ve come up with what we call the Leadership Lens, and it describes actions that anyone can do to demonstrate leadership.

The Leadership Lens has three main parts.

1) Create The Fundamental Idea:

A leader’s role is to scan the environment, learn the “ground”, recognize opportunities, and from that, create a focused direction. The implication goes beyond the idea of a vision statement; a leader is the source of the vision, the set of eyes that is always looking for opportunities. Once that vision is clear in the leader’s mind, it has to be formulated in  a way that others can see it as well. It doesn’t matter whether you are a shift manager in a fast-food restaurant or an admiral of a vast fleet, your leadership action is to spot opportunities, create a purposeful direction and communicate that tangibly and clearly to the people working with you.

2) Sets, Imposes and Aligns Operating Values, Practices, Principles:

A leader is the tone-setter and rule-maker of an organization. As we know from organizational climate research, management creates a feeling of what it is like to work in the organization based on the rules and practices the leader puts in place. This feeling of climate is a key to motivation. A leader figuratively puts the operating manual of the organization in place or changes what is already there to something more productive.
W. Morrell and S. Capparell’s study of Antarctic explorer Ernest Shackleton, Shackelton’s Way, depicts a leader who created a work environment where all crew members, regardless of role, had to perform menial tasks and, at the same time, where all were expected to be positive, cheerful and cooperative with each other. At the same time, a service supervisor will “run” his or her team with explicit expectations; it won’t be long
before maintenance techs learn what kind of behavior isn’t tolerated and what is rewarded. Even on a team with peers, a team member can enforce what’s “right” by setting an example and refusing to participate in the “wrong” behavior. That kind of behavior sends a message to everyone on the team.

The key here is that these operating practices and principles must be clear and consistently applied across the organization. When reinforced by management behavior, these practices and principles form the organizational climate. When that climate “feels good”, engagement and motivation drive performance up.

3) Demonstrate An Emotional Edge:

Every leader creates an emotional reaction in his or her followers, based on the level of commitment and dedication he or she overtly displays. The leader can demonstrate high moral values, boundless energy, steady and calm resolve, affection for employees or courage; there isn’t a right way to demonstrate an emotional edge.

What counts is how the leader shows up as a person, exposing his or her commitment, beliefs and energy. When a leader captures his or her employee’s or team mates’ attention and respect, their motivation will follow. The idea of emotional edge is completely subjective; it is one of those factors that you know when you see it. Who could not feel moved by Rudi Guiliani’s sense of command and compassion on September 11? Who could not feel impressed and excited by Steve Jobs’ announcement of another innovation? Even a night shift manager in an assembly plant can demonstrate dedication to quality by personally thanking his each one of his/her workers for a good night’s work.

These three elements and the more specific behaviors which further describe them, taken together, represent an easy to remember and describe model of what leadership is all about.

The Leadership Lens has three parts: Leaders have a Main Idea; they have rules and consciously create a work climate based on those rules; and they are “present”, showing up a people who are committed to outcomes. Our model is “portable” so people could carry it around with them in their memories and recall it
when they are faced with challenges.

Next time you watch someone who you think is a leader, look through that Leadership Lens to see what actions define them. Despite all those many theories and models, leadership can actually be seen all around, every day. You just have to know what to look for.

Tuesday, April 27, 2010

Five Pitfalls of Action Learning

While the Action Learning methodology  presents significant opportunities for a truly memorable experience, it can also be remembered as painful to all those involved.  Having observed and  coached a number of teams involved in Action Learning, we have  noticed several themes emerge to which sponsors, planners and participants need to pay specific attention.

Wrong team size

An Action Learning team can be too big or too small.  Like Goldilocks,  designers must determine what size of team is just right.  A seven to  nine member team that engages in a challenging project runs the risk of  having up to a third or more of the team riding on the efforts of others  over the course of the experience.  This is the reality of a large team  being asked to squeeze in a large project while facing a full calendar in their regular work.

A team of three to four members might be overwhelmed by the volume  of work required for a quality outcome on a large project.  If planners  think that more rather than fewer team members are needed to produce successful deliverables on a large project, then that should be a signal  that the project itself is probably too big for this purpose.  On the other  hand, if the project looks as if it might be relatively manageable for  three to four team members, then planners should question what the  real effort and project outcome is going to be.  As we will see below,  projects tend to get bigger, expanding scope as the team discovers  aspects of the problem they have been asked to address.

An ideal minimum starting point for an Action Learning team is five  members.  This number can be expanded to seven or eight, depending  on the initial description of the project deliverables.  Once again, if the  project appears to require more effort and therefore more people, it is  probably the wrong scope.

Too long until completion

The intense interest and effort of work at the beginning of a project  soon diffuses when the routines of meeting, doing research and making  decisions about how to proceed take over the calendars of team 
members.  Team members generally feel challenged at the beginning of  the effort, willing to engage intellectually with the topic as a problem to  solve.  However, even with clear interim deadlines and progress  milestones, ennui and project fatigue can creep into the team’s  experience.  After all, the subject matter is probably not related to what most team members are doing every day; in fact, the topics being  addressed may be of marginal interest to some members.  After  conducting research and discussing insights, the very act of producing  a report with recommendations—the expected outcome of most Action  Learning projects—eventually becomes an editing, word-smithing,  production process, not the most exciting work for dynamic  executives.  Consequently, an Action Learning project can overstay its welcome.  

We suggest that a five-month deadline is definitely too long for a viable  Action Learning project.  We have seen teams struggle to maintain  interest for four months.  Once again, depending on the project, 10 weeks to 12 weeks is probably the right duration.

Charge too vague

An Action Learning team is usually asked to investigate a topic for  senior management in an organization.  For example, senior  management may be interested in how a product is being received or what to do about entering a new market.  Without a clear sense of what  the underlying questions that need to be answered are, a team can go  off in a thousand directions.  The root cause of this is that the sponsors of the project are not truly clear themselves about what they are  looking for.  This is natural and should be expected; they’re pursuing  something that is of interest, unsettling or not well understood, a strategic issue that needs clarity or insight they don’t currently have.   However, there is a difference between an inquiry that is best suited for  a consulting engagement and one being handled by an Action Learning team.

While teams we have worked with report that it is beneficial for them to struggle with the project outcome definition, too broad a charge may  mean they will provide an unfocused response to the sponsor.  We recommend that Action Learning planners brief sponsors about the type  of question that can best be managed by a small team working above  and beyond their normal work.  The project designers should spend some time bringing an additional level of clarity to vague inquiries while not, at the same time, handing the team a checklist assignment.

Too Much Work

Even if a question is clear, the team the right size, the deadlines appropriate, an Action Learning project can run into trouble because of the sheer volume of work needed to develop a recommendation.  Most, if not all, Action Learning projects require a fair amount of research—digging for data, compiling information from a number of sources or conducting original research.  When the team sets off to search for data, it can become a time sink, especially if the organization is not used  to opening its files.  For example, finding the right person to talk to,  getting through to that person’s manager for permission, explaining the project, gaining access to the right data and repeating that cycle for several different sources can be daunting.  One team we worked with  had the idea of conducting a survey.  The process of writing the survey items, having them approved through several layers of management, installing them on a website, getting respondents to rate it and getting the results literally took the entire time line of the project.  In addition, it is axiomatic that a project tends to get bigger in scope as more corners  of the problem are illuminated by data.  We have seen teams pursuing these new areas of interest without being sensitive to workload implications. At the very least, a team should be advised to keep their data inquiry within reason rather than inflicting themselves with the burden of a significant dive into the corporate or academic stores of information.  Once again, while there is definitely a learning point about accessing information in an organization, Action Learning team members also have day jobs that demand attention.

Too Distant From The Sponsor

Probably the biggest pitfall of all is a distant sponsor.  A sponsor is the member or members of management who works with the Action Learning team, providing it with the initial charge and receiving the final presentation.  A sponsor who is unprepared for the task can make the  Action Learning experience quite negative for the team.  In effect, the  sponsor has the ability to shape the project, from the clarity and  crispness of the topic to be addressed, to maintaining the right level of  expectations and attitude about the outcome.  To be a good sponsor,  the Action Learning planners have to work closely with them, recruiting the right executive, explaining the goals and process of Action Learning, clarifying the role of sponsor as mentor-teacher-advisor-client, and designing a process that links the sponsor, formally and informally, with the team’s progress.  Without that level of commitment and interactivity, a sponsor can arrive at the final presentation without 
understanding what has transpired over the course of the project, what changes have been made to the original charge, and what challenges the team was or wasn’t able to surmount.

Avoidable Problems

Most of the pitfalls mentioned above are avoidable.  Avoiding them, however, is not without its own challenges.  Many designers of Action Learning experiences become enamored with the methodology, losing sight of its learning and development objectives.  Many senior executives view the experience as an opportunity for free consulting, getting the answers to questions they themselves have not been able to address. And finally, many participants view Action Learning as a stage for them to perform upon, viewing the opportunity as an audition for promotion, rather than as a chance to learn how the organization works at a deeper level.

We recommend that planners and designers of Action Learning experiences take to heart these cautions.  Done well, Action Learning can provide a refreshing and productive interlude for any level of  employee where they can refine their analytic and communication skills, develop new relationships with different levels of management and become invigorated by ideas and innovative thinking.