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08 28 2013

Innovate Or Die

Business Hardships, Business Management Consulting, Business Success

August 2013

This article was written back in 2007 in the beginning of the recession, its principles still apply today.

What do organizations, such as those in the publishing industry, need to do to ensure survival, readership, and jobs for their people and provide a service to their communities?

The publishing industry is at a wonderful crossroads, depending on how you choose to look at this challenge. Change and evolution are occurring all around us. Certain industries need to change, innovate, reinvent themselves or they will simply go the way of the steam ship and die out. A few industries in need of innovation are:

  • Publishing
  • Insurance
  • Real Estate
  • Automobiles Sales
  • Community Colleges

Information and news will still be disseminated, people will still purchase insurance and automobiles, and our society will still educate those who have a burning desire to learn. However, the process in which the organizations within these industries choose to conduct business must change dramatically. They must accept reality, innovate, and implement the innovative ideas and plans which will secure their futures.

The first step in any change process, whether we are discussing an individual that needs to quit smoking, a company who is hemorrhaging money, or an industry that is in the late stages of their life cycle is to accept reality and admit that course corrections must be made in order to survive. Beliefs, behaviors, processes and cultures must change. Paradigm shifts must happen. This is akin to a doctor telling a patient who has been smoking for thirty years that “you must stop now and change your behaviors or go home and make your final arrangements.” It’s serious! The good news is that there are options.

These options will be difficult for some people within these industries and there will be attrition for those people and organizations that choose not to respond quickly and with a clear, effective and innovative plan. Some individuals and organizations don’t respond well to change and they will be heard saying, “But this is how we have always done it,” or “I have seen these ups and downs before in my thirty years in this business. Don’t worry, this is just a fad and will blow over.” This kind of thinking is, “stick your head in the sand” blind justification. Never underestimate the power of denial.

The people and organizations that are profitable in the years to come will be those who are thinking of the future with excitement and innovative ideas, not remembering the good old days. History and evolution has clearly shown us that the animals, people or organizations that avoid extinction have always been those who are able to adapt to the changing conditions.

The next step to survival is innovation. So the question isn’t whether or not newspapers should advertise on search engines or not, but rather about how to satisfy the customers’ thirst for news in a format that is efficient, convenient, dependable and enjoyable. In other words, the publishing industry must figure out how to provide the service of delivering news in a format that people want given today’s technology and consequently will be profitable for the organization that delivers this service.

Obviously this is a major undertaking for the leaders in this and other industries. Those who approach this with an innovative, solution oriented, and behavioral mindset will likely prosper and those who approach it using a problem solving formula will die out. There is a subtle difference between the two methods and the choice will ultimately lead to success or disaster.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 1:04 PM

08 28 2013

5 Stages to Empowering Your People and Successfully Implementing Change

Business Management Consulting, Business Strategy and Implementation, Communication Issues, Mergers: How to Manage & Coach People Through Change, Mergers: How to Manage Organizational Change

August 2013

 

Stop for a moment and ask yourself: What significant changes are you and your team facing this season – perhaps a company or department merger, leader or employee development, or a new marketing approach? You probably have all the means – the site, the people, resources, even the blueprints for change – but do you have the ways? Do your people have the skills, knowledge, and experience to avoid lost time, lost tempers, and lost revenue? Can you grow your people and grow your organization, while also experiencing major change?

To successfully navigate and implement a merger or any major change effort, you will need to move your people into, through, and beyond the status quo. This means getting and keeping their buy-in and follow-through based on real trust and shared values. Can you help yourself while also helping them? Yes, it is possible, if you don’t mind putting yourself in what may become a highly political or vulnerable position. Mergers, for instance, induce some significant growing pains. They often lead to the loss of key staff and resources, as well as precious time and money. You may well be able to do it yourself, but keep this fact in mind: Do-it-yourself-ers are one of the main reasons 80% of all mergers fail, and fail miserably, at that. Is this what you want for your people (and your own sanity)?

You have some options. Remember the old adage, knowledge is power? Well, in this case this saying still rings true. Becoming knowledgeable about change can make the difference. The building blocks of change are: Pre-contemplation, Contemplation, Preparation, Action, and Maintenance. Knowing these five distinct stages of change and how to guide your staff through these stages will build a safety net around your staff and make them more productive sooner. Knowing the stages of change will make a real difference when you are seeking to keep rather than lose key people, maintain calm rather than suffer chaos, and know success rather than endure failure.

Helping your people anticipate and become comfortable with each next step, each natural and normal stage in a change process, will build their capacity as individuals and successful team players. This knowledge will have positive long-term, as well as short-term results.

Regardless of which stage a person is in, to get maximum results, it is essential to do the right thing at the right time within that stage. As leaders, we must have the foresight to recognize that each stage is equally important. Skipping or rushing through a stage would be misguided, because it would likely backfire and only slow down the process of productive change. Therefore, it is wise to learn how to slow down and take the time that is needed. In order to get it done faster, you must start slowly.

Five Basic Stages of Change: For a more comprehensive list on change go to: http://www.internalbusinesssolutions.com/?s=ten+stages+of+change&submit=

Pre-contemplation. In this initial stage, individuals may be outwardly unaware of their problems or be in denial. Either way, they definitely do not want to appear broken or damaged. As a general rule, “Pre-contemplators” often wish other people would change, as in: “How can I get my superior to quit bothering me about my poor people skills? That’s just who I am.” or “Things will change during the next quarter when I get through this especially tough assignment.”

Contemplation. Contemplators are aware that they face problems and are seriously thinking about grappling with these problems sometime within the next six months.

Preparation. Individuals and organizations at this stage intend to take action within the next month. These individuals have taken personal responsibility for causing or contributing the need for change. In addition, these individuals have set a personalized measurable goal – a change that is under one’s own control, rather than dependent on someone else’s behavior.

Action. In this stage, individuals and organizations are taking concrete steps to change their behavior, experiences, or environment, in order to overcome their problems. Because action often brings up feelings of guilt, failure, coercion, and yearning to resume old familiar behaviors, individuals and organizations typically need a lot of support during this period. A sobering statistic: at any given time, only 10-15 percent of individuals or organizations in the process of change are engaged in the action stage.

Maintenance. During this stage, individuals and organizations work to consolidate their gains and prevent relapse. It is important that individuals and organizations remember that all merger experiences are different. Assuming a one-size-fits-all approach will not work! Instead, assess the group as individuals, to determine their stage of change. Go slowly. Anticipate backsliding. While the term “stages of change” suggests that change marches forward in a step-by-step, linear fashion, it actually occurs in a spiral pattern, meaning change comes in both forward and backward movement. This is normal and to be expected. Good leaders should educate their staff and clients about the inevitable spiraling nature of change to help counteract doubt, shame, and frustration about regressing to earlier stages.

 

All major change efforts have the probability of providing great opportunities for financial, organizational, and interpersonal growth. Designing the plan for change is the easy part. Implementing the plan effectively and gaining buy-in from all participants is where most leaders fall short. Take the time to assess your people as individuals, as well as in their teams. Know what to look for in advance. Understand the five stages of change and improve your odds of being successful.

 

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 12:10 PM

08 28 2013

10 Steps to Personal and Professional Growth

Business Management Consulting, Business Success, Communication Issues, Corporate Therapy, Leadership Development/ Executive Coaching, Mergers: How to Manage Organizational Change

August 2013

1. Awareness 2. Dissatisfaction 3. Affirmation 4. Responsibility 5. Personalized Goal 6. Demoralization 7. Intention 8. Action 9. Self-Support 10. Sustained Change. An Established Habit

First, think of something you can do so well that you can teach another other person how to do it. Second, now think about the stages you went through on that mental and physical journey and the time it took to achieve your current proficiency. Third, now apply that understanding to this article and your professional career.

Anyone who has attained a certain level of proficiency in any endeavor, whether that be in a professional business setting, in academia, or in various sports and hobbies have all gone through and experienced a similar ebb and flow of struggle and growth. I have outlined these stages so that one may know how to more reliably attain the goals you have in your mind.

1. AWARENESS

Awareness of existing behavior, including thoughts, feelings, images, sensations and actions that are experienced as problematic: For example:

A. Catastrophic thoughts: e.g., “If I express my true ideas and opinions my colleagues or superiors will think I’m stupid.” …..Or my VP’s, supervisors and staff won’t think I know everything and will not have faith in me….. or will try and take my position.” B. Distressing feelings: e.g., anxiety, depression, guilt, etc. C. Disturbing images: e.g., an image of yourself as ineffective in your position, unsuccessful leader or a poor decision maker. (this is also known in the early stages in one’s career or promotion as the “imposter” syndrome). D. Discomforting sensations: e.g., generalized anxiety, headaches, shoulder, stomach or back pain etc. E. Ineffective actions: e.g., procrastination, inhibition, ineffective communication (listening and/or speaking), poor decision making skills, poor managing or leadership qualities.

(I have worked with experienced Presidents, CEO’s and other leaders who were technically capable yet inadvertently unaware and on their way to, or currently in the midst of, sabotaging their organization and subsequent careers because of their “blind spots” and fear of working with someone through them.

2. DISSATISFACTION

Dissatisfaction with present behavior: This can either produce motivation for change or the extinction of awareness through various psychological and/or outside influence’s or “distractions.” e.g., denial, obsessive compulsive behaviors, excessive alcohol & drug use etc.

3. AFFIRMATION

Affirmation of your present behavior’s original survival value: People will often justify the present behavior as needed or valued. I had a client who was a very smart woman and valued her ability to “multitask.” Yet her directors and staff saw this behavior as not valuing them, being distant, and not involving them in decisions. Inadvertently, projects fell through the cracks because she would often “forget,” communication between her departments became more strained because they all needed to stay on her “good side.” She did not fully comprehend the gravity of the situation until the President asked me to work with her and her division.

When this affirmation step is omitted, people frequently undermine (Sabotage) their motivation for change with self-blame or “finger-pointing” e.g., blaming others.

For example, let’s look at the two possible scenarios. Inhibition, placating, letting others always have their way (non-assertiveness) might have been an affective technique for a ten year old child when dealing with a harsh and critical parent. Conversely, the other extreme can be just as damaging as when that child took the abuse at home and then redirected that anger toward others.

As an adult these symptoms can play out as: a person needs to be the center of attention and rarely allows others a voice, unreasonable expectation of others, requires excessive attention/admiration, lacks empathy, envious, or has a sense of entitlement. As you can imagine and have no doubt experienced, a professional manager, Vice President or CEO with these tendencies can sabotage an otherwise successful team, department and/or career. Working through this step is integral in establishing a strong sense of self and an intrapersonal attitude that is conducive to professional growth, self improvement and change.

4. RESPONSIBILITY

For instance, some people in the workplace may have a “chip” on their shoulders. As a result, and as the previous example disclosed, their personal thoughts can be punitive and harsh as can their behavior toward others. Their actions can also be either too kind or too harsh given the reality of the situation. As a result, they are ineffective and cause themselves and others grief and the organization time and money with the bottom line being they come across as victims displaying some of these behaviors (e.g., attention seeking, need for admiration and lack of empathy, feelings of inadequacy, submissive and clinging behavior or preoccupation with orderliness, perfectionism and control). On the surface the symptoms may appear to be diametrically opposed, however, the underlying issue is the same and resolution to this challenge is to take personal responsibility for one’s life (not blaming oneself or others). This must be a major first step toward becoming a more satisfied individual, an appreciated co-worker and a successful leader.

The examples below highlight the difference between a person which allows the “victim” mentality to have control and a person who is being responsible, taking an active role in their thoughts and applying personal growth strategies:

A. Responsible position: “I feel depressed because I’ve “bought into” the belief that I don’t deserve to feel good about myself.” Victim position: “I feel depressed because nobody seems to care.” B. Responsible Position: “I have a point that will add clarity to why our marketing penetration is off by 7%, but I will wait until Gloria is finished speaking before I present my findings.” Victim position: Gloria is constantly talking and not saying anything useful, I’m going to interrupt her and present my data now. It’s more important anyway.” C. Responsible position: “I haven’t been willing to assert myself because I tend to doubt myself when others disagree with me.” Victim position: “I haven’t been able to assert myself because I keep getting shot down”

5. PERSONALIZED GOAL

Set an achievable goal, that is, a change that is under one’s own control rather than dependent on someone else’s approval. Trying to gain another’s approval may be regarded as a desire (or want), but not a personalized goal which is under one’s own control. Focusing attention and energy on personalized goals increases one’s sense of personal power. Conversely, focusing primarily on desires or approval by others tends to increase one’s sense of powerlessness and vulnerability. Some examples are given below:

A. Personalized Goal: ”I’d like to reprogram the belief and overcome my anxiety of speaking up in meetings. Desire: “I want others to care about me so that I won’t so scared to speak up in meetings. B. Personalized Goal: “Effective leaders set the example and are respectful of others, when Gloria is finished I will tie her ideas into my new data so she saves face and the group gets the updated information required to hit our marketing target of 12% penetration. Desire: I am the Executive VP and I should be able to interrupt at anytime to present my information and move these meetings along. C. Personalized Goal: ”I’d like to support myself in the face of other’s disagreement so that I am willing to express my ideas and opinions more assertively during our meeting.” Desire: “I’d like to have my colleagues accept me so that I can express myself more assertively.”

6. DEMORALIZATION

Frustration and demoralization often occur at this stage when one discovers that steps 1-5 do not automatically produce change. There is often a mental struggle going on inside of you where one part is wanting to quit, but the other knows that if you work through this “stage” then success will be forthcoming.

Example, Think of any previous success you have enjoyed whether that is sports related, academic achievement or any act that made you “endure” over a period of time. If you draw on the mental processes, steps and strength it took to achieve that milestone or success then, you no doubt, know the next steps you must take at this cross road. In essence, revert to what you know and have been successful at (the processes, concepts and struggles that were needed) and apply them to this particular challenge.

7. INTENTION

A strengthened resolve to give the goal implementation process vigilant attention is required at this critical stage. This is the step at which one’s personalized goal is translated into an intention to change. An intention to change doesn’t guarantee change; however, it does have more action potential than wishing or wanting to change.

“Until one is committed there is hesitancy, the chance to draw back, always ineffectiveness. Concerning all acts of initiative and creation, there is one elemental truth, the ignorance of which kills countless ideas and splendid plans: that the moment one definitely commits oneself, then providence moves too.

All sorts of things occur to help one that would never otherwise have occurred. A whole stream of events issue from the decision, raising in one’s favor all manner of unforeseen incidents and meetings and material assistance, which no man could have dreamt would have come his way.

I have learned a deep respect for one of Goethe’s couplets:

‘Whatever you can do, or dream you can, begin it. Boldness has genius, power, and magic in it.’”

-W. H. Murry from the Scottish Himalayan expedition to Mt. Everest

8. ACTION

One’s intention is then translated into specific action steps. These steps must be intentionally repeated, over and over again, until the new behavior begins to be expressed automatically. This frequently takes more time and attention than people are willing to devote.  But success is assured to those who persevere and apply sound Problem Solving, Decision Making and Implementation skills.

9. SELF-SUPPORT

Learning to support yourself through the period of vulnerability that occurs right after one lets go of the old familiar pattern of behavior and up to the point where one begins to feel secure with the new behavior or habit. One must model consistent mental and physical behaviors until which time the “experimental behavior” is firmly established, thus requiring increasingly less attention to maintain the change. A personal or professional mentoring group can be very helpful at all stages but especially this stage. Think of them as your personal “Board of Directors.” Corporations have them, why not you?

10. SUSTAINED – CHANGE

Congratulations. You have successfully completed your personalized goal. Now apply each step of this process to the small and large challenges that life presents to you each day and a happier more successful life will be yours as the old unhealthy patterns slowly fall to the wayside and the new patterns build up momentum and show themselves to you in ever self-fulfilling and profitable ways.

“10 elements of Intentional behavior Change” was originally developed by Dr. Joe Russo and stemmed from the work of James O. Prochaska of the University of Rhode Island and colleagues who developed the Transtheoretical model beginning in 1977 . I morphed these time tested behavior modification techniques and have applied them to the corporate environment for individuals and organizations who want to achieve “sustained change,” not just read about it, go through some idealistic steps and pretend change has occurred, when in reality, it has not. If one aspires to achieve extraordinary results, then extraordinary thoughts, behaviors and actions are needed. Are you ready to start?

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 11:56 AM

08 28 2013

Hiring Employees: The Four Requirements

Business Management Consulting, Business Success, Corporate Therapy, Effective Performance Evaluations, Staff Development for Profit

August 2013

 

Most people look at previous employment history and skill sets to decide on candidate selection. Although past history and skills can be decent indicators of future work, it is far wiser to look at this process through a different set of lenses. Each job actually calls for four major areas to be looked into before a candidate can be considered a good fit. To add value to your organization, be a good return on your investment and for them to be successful so that a long-term professional relationship develops, the four areas to consider are:

1. Company or department culture

2. Behaviors the candidate will need to posses to successfully complete job requirements

3. The actual skill set required to successfully complete the job

4. What does the organization or department need in terms of a team member to help them mature, evolve and be more successful?

Begin with the big picture and look at the culture of the department or organization a candidate will be coming into. The essential elements of culture are invisible, but learning about yours is paramount when making a decision to bring another person into this elusive mix. A brief and over simplified description of culture is: It’s how things are done in your company, the rights and rituals, company climate, reward system, basic values and the shared assumptions that a group has made in learning how to successfully deal with external tasks and cope with internal relationships. Next in line are the behaviors required for this person to be successful.

Behaviors are attributes of a person’s personality, which will increase their probability for success or failure within a certain culture and job. Behaviors cannot be taught; typically people are born with certain behavioral patterns and as one ages they tend to adjust but don’t typically change due to training. For instance, you may want to hire a salesperson. The behaviors that top your list are:

1. Ability to communicate easily with others 2. Make people comfortable 3. Copes easily with rejection, doesn’t take it personally and moves on to the next client 4. Provides information and closes the deal without coming across as “pushy” or “arrogant”

Skills on the other hand, are learned competencies, which can be generally achieved regardless of one’s behavioral set. In other words, keyboard proficiency, understanding computer programs, the ability to learn and explain sales features and benefits are all skills that can be learned through systematic acquisition of information and practice. And last, what type of person does your department need to maximize its strengths?

The last question, and in many ways the most critical and overlooked is, what does the department need, from a human and systemic standpoint, to improve and excel as a unified team? For instance, do you have a department that is mainly full of young get-it-done types who could benefit from a slightly older more methodical type who could add stability to the unit? Or perhaps, there is a group of older people who tend to be set in their ways and need someone with enthusiasm who can jump start your department. Obviously these are extreme examples but you get the idea. What does your team need to grow and expand; someone from the inside, not a manager?

Years ago, I worked on a consulting project with a large multinational corporation. One of the areas that needed guidance was the IT department. The Information Technology department employed eighteen techs that were under the age of thirty-five and two that were fifty-eight to sixty two, but no one who could bridge the gap, including the 48-year-old director of IT. Candidate (1) was around the age of 38, had less technical skill but was worldly, mature, had owned a business and knew what responsibility and internal and external customer service meant. He turned out to be the best fit because he could speak to both the younger set and older techs. In addition, he had a calming effect over the whole department and brought an element of moderation that was lacking. Candidate (2) had a better skill set and looked better on paper, but was more of the same; he wouldn’t have added anything new to the department except another pair of hands. By hiring candidate (1) we received another pair of hands, but more importantly, we hired a person who helped this department expand and grow to the next level of efficiency. So to answer your question, you are looking for someone who can add value to the whole organization, not just fill a spot for the moment so everyone can get back to work ASAP.

As you can see, adding a new person to your organization can be a short sighted quick fix of finding a body to fill a slot or it can be part of a systematized approach to building your company that will separate you from the competition. To recap look at:

  • locating the right person who fits in with your culture
  • has the right mix of personality and behaviors that will help your team stretch and grow
  • has the required skill sets to be successful in the position
  • someone who can help you take your team from where they are to where they need to be by adding something special because of their behaviors, personality and/or unique approach to your business and industry.

Taking the extra time to make the best choice will save you from having increased rates of attrition, high training costs and personality difficulties, which may lead to costly litigation in the future. Good luck and be choosy.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 10:59 AM

08 28 2013

US versus THEM, Incorporated

Barriers to Effective Communication, Business Management Consulting, Communication Issues, Conflict Resolution, Corporate Therapy

August 2013

Overview

An overwhelming majority of organizations have inadvertently created “us versus them” cultures. These organizations have turned much of their focus and resources away from serving the customer and directed it toward in-fighting and power struggles. Businesses I work with often have good products and services, but are on the brink of going out of business or have had a history of losing significant market share and revenue because of such a culture. Oftentimes, these losses are not caused by the poor economy or stiff competition, but are actually self-inflicted and caused because of conflict or what I call the “US versus THEM” culture.

The “US vs. THEM” Culture

In essence, people who work in the “US Versus THEM” cultures do so out of necessity. Their day is often focused on the internal problems of the organization rather than providing better customer service, product improvement, and increasing revenue. Oddly enough, these people have the best of intentions, but over time, problems get worse and things start to go downhill very fast until staff and management are reduced to finger-pointing, blaming, and incessant gossiping. Do the following statements sound familiar?

  • “They have no idea what they are doing and we constantly have to do work over because they didn’t plan well. Why doesn’t management ever ask our opinion?”
  • “The last person who gave her honest opinion was picked on by the boss until she was forced to quit.”
  • “I wish I could get my employees to follow-through on projects and think for themselves.”
  • “We just lost eight more employees. Why do people keep quitting after we spend all that money training them?”
  • “Who am I going to promote to manage that department? I don’t have anyone decent to choose from.”
  • “My boss doesn’t know how to manage and build people up; all he knows how to do is tear people down and berate them.”
  • “They want us to do more work, we have less people then we did three years ago. We simply don’t have enough time.”

“They” and “Them”

When working within organizations, I have never met “They” or “Them.” In fact, there is no “they” or “them;” only “us.” So, if you find yourself in an “Us versus Them” culture, get off the fence of indecision, quit griping, and do something about it. Basically, you have three choices:

  1. Choose to stay and learn how to make the best of the way things are.
  2. Choose to leave and find a better environment to work in.
  3. Choose to help change and improve your organization. In other words, be part of the solution.

Choosing the Best Path

If you choose to stay and make the best of it, know that it is a choice you are making and be content with that choice.  Accept your situation and look for positive aspects. For instance, today find five things you like about your company, the product, or the people. Yes, this will be hard, but what choice do you have? You decided to stay.

If you choose to move on, do it within three months. Or, choose to improve your skills or education, and then make the job change within 6-12 months. Yes, it may be inconvenient, but you decided to leave, so do something about it.

If you choose to help the organization improve, it doesn’t matter what your current position is. Isolate the top 3-5 problems in your department, make a plan and offer solutions. If you don’t start the process, who will?

“US” vs. “Them” can become “We are a profitable, winning team and loving it.” The choice is yours.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 9:51 AM

08 23 2013

Implementing a Strategic Plan Puts Companies on Path Toward Victory

Uncategorized

August 2013

Business Management Consulting, Business Strategy and Implementation, Business Success, Improvement, Project Implementation: How to Create Ownership

Whether it’s called a strategic plan for larger organizations or a plan of attack for smaller mom-and-pop businesses, the foundational elements are the same.

Having a clear plan on where your business is going and how to successfully and consistently achieve goals, so that all of your employees, managers and leadership fully understand their respective duties on how to get there, is paramount.

The most pivotal aspect of this entire process rests on the ability of leadership to implement the strategic plan so that actions, statements, and behaviors result in improved conditions at all levels within your organization. When this takes place, your internal and external customers will benefit greatly and your competitors will try to emulate, resulting in your leading and your competitors following.

In my experience working with national and international companies, approximately 95 percent of them have strategic plans, but only 3 percent to 7 percent implement them consistently and effectively.

For example, I had one president share with me that his organization had just finished a yearlong, mid-six-figure, strategic plan creation project. However, when I asked him what he intended to do with it, he replied with a deer-in-the-headlights expression, “I don’t know.” Many of the problems surrounding implementation don’t stem from lack of trying, but rather from lack of understanding. Company leadership either believes the creation of the plan is enough and implementation will automatically take care of itself, or they confuse general strategic plan knowledge with the processing of the plan.

In other situations, I have found they have gathered inaccurate information or no information at all, which they base their strategic plan on. Successful strategic plan implementation requires that your leadership team have skills, knowledge and experience, which creates competency when faced with follow-through.

To test your and your leadership team’s competency in relation to strategy implementation is to assess their understanding and skills in this area. To improve upon performance, you must consistently measure it. These questions will help you and your team discover what needs refinement.

I suggest you use a 0-5 Lickert Scale, where zero means “some of the managers” and five means “all the managers.”

  1. Your managers understand the strategic plan and are able to successfully set department goals in support of the strategy?
  2. Your managers lead meetings in which strategic issues are discussed in relation to operations?
  3. Your managers, if asked, could provide a priority list of issues directly related to strategy implementation for which they are responsible?
  4. Your managers set their subordinates’ goals and objectives according to the strategic goals that relate to their operations?
  5. Your managers evaluate, reward, and promote their people with strategic goals in mind? How did you and your management team do? If you scored mostly 4′s and 5′s then you are probably doing well despite the economy. If you scored in the mid range of 2′s and 3′s then you are doing OK but now you know who and what needs to be improved upon. If you got blank stares or scored 0′s and 1′s then you and your leadership team would be wise to take your noses off the grind stone and put some time and energy into your destination and how you intend to get there.

Working hard is needed, but working smart is required and nothing is more important to business success than working toward a specific destination and making sure you and your team have the fundamental skills, knowledge and competency to create and implement a useful strategic plan.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 1:52 PM

08 23 2013

Strategic Planning: How to Chart your Course for Success

Uncategorized

August 2013

Charting Your Course For Success

Business Strategy and Implementation, Business Success, Improvement, Leadership Development/ Executive Coaching, Mergers: How to Manage Organizational Change, Project Implementation: How to Create Ownership

Overview

In order for any business to end the year successfully, it must have begun the year properly by establishing achievable goals at the micro and macro levels. Setting a clear course toward those goals includes gathering accurate formative and summative measures of success and maintaining the flexibility to anticipate and adapt to the unknown. A leader who is clear on the direction of the organization will more easily maneuver around possible bumps in the road ahead.

Given there are a multitude of factors influencing organizational success, not the least of which include developing human capital, usefulness of procedures and policies, growing market share, and coping with the inevitable unknowns, how can a business effectively set broad goals, chart its course, and act accordingly?

The simple answer to that question is in effective strategic planning and purposeful implementation. However, like anything this important, a simplistic answer does not adequately express the depth and breadth of the task at hand. To complete a thoughtful strategic plan, as well as implement this plan successfully, takes time and effort. The basics of writing and implementing a successful strategic plan are as follows:

Clarifying Your Core Values

Prior to writing a strategic plan, an organization needs to ascertain and communicate its guiding beliefs. Core values precede strategy because they represent what the organization believes in. They clarify its purpose; why it exists.

Ask the Following:

  • What do we value and believe about our organization, our responsibilities, our people, and our work?
  • Why are we here doing what we do?

Creating Your Organizational Vision

Next, through representative leadership, the organization must have a vision. The vision establishes what the organization will be, do, know, and look like in the future. In this phase, it is wise to be bold. Use consensusbuilding communication techniques, such as wall charts or document sharing applications to mutually develop where your organization will be by the end of the coming years.

Ask the Following:

  • Where do we want to be in one to two years? (Be VERY specific.)

Scaffolding Your Strategic Plan

Now that there is mutual agreement on your direction toward a clear destination, it is time to formulate the means to get there. Once the picture of the future has been created, it is best to work backward to determine what has to be changed today in order to reach tomorrow.

The strategic plan itself will be in the form of a living document that will likely evolve throughout the year as new information unfolds, but overall its focus will remain the same if the strategies were founded on accurate baseline information. Developing specific incremental steps to get to your future destination should include clear measures of success along the way. Further considerations should include environmental factors, physical plants and facilities, competition, potential threats and opportunities, and any other existing parameters or limitations.

Ask the Following:

  • Given our long-term vision, what factors will influence our success?

Implementing the Plan and Assessing Progress Toward Goals

Ask the Following:

  • How will our leadership, management, and/or supervisory staffs make meaning of this plan in its entirety? (This is a macro point of view.)
  • How will each individual and department on a micro level respond to this plan?
  • What human capital and talents will be required to meet these strategic goals?
  • Who will review the procedures, systems, policies, environments and resources that must be changed in order to best support our people to achieve these goals and objectives?

Aligning Individual and Department Objectives with Organizational Goals

Organizational goals and outcomes are useless if the people within the organization do not fully support and “own” them. This may seem obvious, but in our role as professional consultants and objective observers we often hear leaders say one thing and go in one direction only to witness the employees saying something else and going in an entirely different direction.

Ask the Following:

  • What concrete evidence do we have that our people, processes, procedures and programs are aligned with our vision and our strategic plan?
  • How often and in what ways do we need to revisit the vision and strategic plan in order to ensure successful commitment to its goals at all levels?

Strategic Plan Implementation

Most organizations we consult with have well-written strategic plans housed in fancy binders, but often these plans are not utilized because the leadership and the line staff don’t know how, or aren’t motivated to implement the plan.This happens for any number of reasons. But, regardless of why, if an organization doesn’t intend to refer to the strategic plan regularly, ensure its effective implementation, follow its recommendations or at least hire a consulting firm to help to make its goals a reality within the organization, then it would be wiser not to even start the process in the first place.

If your strategic plan is just sitting on a shelf gathering dust, or your individual or departmental goals are not aligned with the organizational vision, it might be because of these reasons:

  • The organization’s goals and objectives are too vague.
  • No one feels “ownership” of this document or process.
  • Leadership and management don’t regularly communicate and revisit the vision or demonstrate the value of the strategic plan.
    • NOTE: This “de-valuing” may be due to the mistaken belief that strategic planning is only an executive-level function.
  • The strategic plan’s components aren’t directly related to or aligned with individual performance expectations and objectives.
  • Individual and departmental goals are not aligned with organizational vision and goals because communication or trust issues exist within the organization.
  • There is little or no reinforcement and monitoring of progress toward macro or micro goals because these features are not clearly delineated within the plan.

Becoming a Wise and Innovative Leader

Unfortunately, many leaders don’t recognize obstacles until after the fact. But, make no mistake about it: It’s the CEO’s job, the business owner’s job, and the department manager’s job to not only chart the course, but also anticipate challenges. In highly competitive markets this is not only good business, it is crucial to survival. And those leaders who have the experience and wisdom to be innovative and proactive will find success beyond their reactionary peers. Through thoughtful strategic planning and implementation, your organization can make it to the next level.

 

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 1:34 PM

08 21 2013

Types of Conflict Resolution & How you can Benefit

Conflict Resolution

August 2013

This is where you are, but… THIS is where you WANT to be…
  • Job stress and burnout are on the rise; absenteeism and turnover are increasing.
  1. Talent retention is on the rise.
  2. Higher and more consistent morale exists.
  3. Stress is reduced and communication is more open among people at all levels.
  • Distrust and suspicion are commonplace.
  1. Free-flowing information and cooperation improve productivity, because people are connected to the company objectives and to one another.
  2. Camaraderie is emphasized.
  • A pervasive “US vs. THEM” culture exists at almost every level of the organization.
  1. Creativity and teamwork are creating excellent cross-functional work teams.
  2. Individuals and departments stop turf battles.
  • Job satisfaction and job performance are declining.
  1. Current conflicts are resolved and productivity and profits are maximized.
  2. Individual and group performance improve, because people learn how to effectively and creatively turn conflicts into profitable opportunities.
  • Employee loyalty is failing.
  1. Inspired employees are able and interested in articulating and clarifying their ideas and positions toward the organizational goals.
  • Productivity and profits are at an all-time low.
  1. Organizational objectives are understood by all and, as a result, decision making is improved.
  2. Increased innovation, stimulated creativity, and forward thinking are the norm.

Benefits of Conflict Resolution

Yes, there are many benefits to conflict. It is often necessary to struggle through normal stages of family business, partnership, department or company growth. The value is in understanding conflict and learn how to harness the elusive powers of this sometimes volatile force. As with most challenges, the key is in catching it quickly so you control it before it goes underground (the grapevine) and cause more problems. Or worse, become part of your company culture. Many owners, leaders, managers and employees cant seem to function without drama and conflict and over time; conflict just becomes a way of life. Unless, something significant is done to turn the tide.

I specialize in helping people learn from and move through conflict to create long-lasting, sustained, “win-win” outcomes for you, your family business, partnership, department and company.

Types of Conflict

In over two decades consulting with family businesses and organizations, I have observed three major types of family business or workplace conflict:

Task Conflict Task conflict arises among members of work teams and affects the goals and tasks they are striving to achieve. Differences in vision, intentions, and quality expectations often lead to task conflict. Family or employee relationships may initially appear to survive task conflict, but an important project may not. It is essential to channel task conflict so that these differences become complementary and improve the way the family or team thinks about accomplishing current and future tasks.

Process Conflict This form of conflict centers around the steps or methods used by a family or work-teams to reach a goal. One person might like to plan 100 steps ahead, while another might like to dive in head first. Process differences can lead to communication breakdown and ultimately result in conflict. Like task conflict, process conflict can be useful if managed correctly. Healthy differences in process often lead to an improved way to achieve goals.

Relationship Conflict Often misunderstood, relationship conflict undermines and tears at the fabric of an organization, department or team’s ability to achieve its goals. Relationship conflict penetrates all aspects of an organization. When people in a workplace environment fail to communicate effectively, teams, departments or even an entire organization will suffer. Relationship conflict will quickly consume all the attention and energy of an organization, leaving little time to accomplish profitable tasks.

Resolution

What can we do to bring conflict to a reasonable resolution? How might our resolution be beneficial to everyone involved? The ultimate goal of conflict resolution is to increase one’s understanding of what happened, why it happened, and how we can learn from it so we don’t become victims to it in the future. Conflict isn’t bad. In fact, it is a vital part of a successful family business or organization. Knowing when to encourage conflict – in a manageable and productive way; knowing how to spot it early and slow it down if need be; and knowing the natural stages of conflict’s life cycle can all lead to highly productive outcomes. Both this knowledge about conflict and the skills needed to manage it successfully are needed to get the best out of your people.

The benefits of professional conflict resolution are great:

  • Resolves current conflicts and maximizes innovation, productivity and profits
  • Teaches independence and ownership of the skills to effectively and creatively turn future conflicts into profitable opportunities for improved communication and learning
  • Improves organizational decision making
  • Inspires family members and employees who are able and interested in articulating and clarifying their ideas and positions toward the organizational goals
  • Increases innovation, creativity, and forward thinking
  • Improves individual, family business and company performance

 

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 5:26 PM

08 21 2013

Mergers & Family Business Succession Plans: How to Coach and Manage People Through Change

Corporate Therapy, Mergers: How to Manage & Coach People Through Change, Mergers: How to Manage Organizational Change

August 2013

 

This is where you are, but… THIS is where you WANT to be…
  • People attend meetings, but they clearly aren’t working together nor are they working toward the same goals.
  • Some people are overly cautious and quiet while others are playing a silent game of tug-o-war.
  1. Problems, both spoken and unspoken, are discussed and effectively dealt with so that the team may focus on the tasks at hand.
  2. Additional evidence of improved communication can be seen by alleviating tension, as well as stressing joint camaraderie and vision.
  3. There are measurable reductions in the change timelines and expenses.
  • We have a clear vision of what our end results should look like, but we don’t have a step by step process on how to get there.
  • We don’t have a process to get our people to buy into our vision.
  1. Leaders, managers, and employees possess the skills necessary to navigate the ten stages of change which will help them be more creative and productive sooner.
  2. When people become aligned around and supportive of a common vision, their ability to embrace change increases.
  • This change process is creating challenges between management and employees that I’ve never encountered before.
  1. Leadership knows what employees need based on what they say and on which stage in the change process they are in.
  2. Leaders will know how to motivate or assist employees through all ten stages of the change process.
  3. Alternate solutions to management/employee challenges are found with effective techniques and clear results.
  4. Individual, group and organization performance will be measurably improved.
  • Leadership is making haphazard, uncalculated short-term decisions in order to ‘put out the fires.’
  • Reactive rather than proactive problem solving is not the approach we want to use, but leadership does not yet have the skills or knowledge to effectively implement any other approach.
  1. Management/leadership has a definite grasp of what behaviors to look for and what to say in various situations to elicit desired results.
  2. Communication and effectiveness are improved between management and staff.
  3. Bottom line objectives are met or exceeded.

Leadership Skills Necessary to Support Change

Over and over people bemoan, “Things are changing faster than ever.” Changes in what we do, how we do it, and who we do it with can leave employees out of breath and overwhelmed. Because employees and family members often feel caught in the middle of all of these changes, leadership needs to know what people are experiencing and what to do to assist them. All will benefit when guided respectfully through the predictable reactions to the various stages of change. The reactions may include conditions such as debilitating stress, poor morale, attitudes of non-commitment, and reactionary impulses, just to name a few.

The ineffective “olden days” when top leadership mandated, “Jump!”, and all employees responded with, “How high?” are gone. Companies nowadays have to change their focus quickly to excel through these more complex times. From the mass production models of the industrial revolution to today’s technology-based, high-speed information systems to the rapid-fire future issues of our global economy that are just around the corner, it behooves all of us to find a systematic way to grow ourselves and our people. The secret is to take the time to realign, rebuild, and recharge our departments and divisions, as well as to empower and revitalize those seemingly tired, angry employees to go forward, step up, and successfully meet the challenges that come with any change. Experiencing any major change process, like a merger or family succession plan, for example, is similar to experiencing a surgery. Like with surgery, every decision that is made before, during, or closely after the experience will likely do one of two things: improve your condition or worsen it. The challenge is, you had better be very confident in your objectives and methods before you make that first cut. or things will go down hill very quickly.

Let me show you today how you can improve your family business and increase market share by implementing these three crucial elements:

  1. Leading, managing, and coaching family members and employees through the ten stages of change; understanding the behaviors that individuals, families and organizations go through during a major change process. We will then focus on the management techniques necessary for meeting your objectives.
  2. Leading and managing people through various forms of feedback.
  3. Creating buy-in; giving the various family members and employees a voice so they will develop the intrinsic ownership of the vision which will be necessary for a successful merger or family succession plan.

Careful and considerate Merger Facilitation and family succession plans can give your family business and organization a clear direction — and truly redefine your company’s objectives. Contact me today to see how I can help you profit through improved communication before, during, and after your merger or family succession plan.

Kelly Graves, CEO
The Corporate Therapist
Email: Kelly@ProfitWithIBS.com
Cell: 1.530.321.5309
Toll-Free: 1.800.704.3785
Office: 1.530.321.5309
Internal Business Solutions, Inc.™

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Posted by at 4:38 PM