performance – Dutra Associates

An Often-Forgotten Key to Team Success: Managing Transitions On and Off the Team

October 7, 2020 By Sherry Dutra Leave a Comment

An abundance of research, models, and resources exists to support teams in maximizing their effectiveness in delivering high performance and value to the team’s key stakeholders. Yet, one area that doesn’t tend to get enough attention is the criticality of managing the process of team members transitioning on and off the team.

We often tend to think this is a fairly simple process. Yet, how does the new team member fill the role of the person who has just moved on? If the team is expanding and someone is coming into a new role, how do they fit in? How do we capture the knowledge that is leaving with the team member who is transitioning out? The dynamics of the team are impacted every time there’s a change. So, beyond welcoming the new team member and saying a fond farewell to the one who is moving on, what can leaders do to pave the way for creating a smooth transition?

Here are a few key considerations when bringing on a new team member:

What excites them about coming on board?
What resources or support do they need from you or other members of the team to help them get up to speed?
What plans are in place to train them?
What level of oversight do you need to provide to ensure they have a smooth transition (without micromanaging)?
How will you welcome them to the team and ensure they meet everyone?
What will you put in place to help the other team members accept and welcome the new member?
How can you create an environment where the differing perspectives and experiences of the new team member are listened to and considered?

Here are a few key considerations when a team member is transitioning off the team:

How will this person’s work be transitioned to their replacement in a seamless way?
What is your process for capturing the team member’s knowledge before they move to a new group or leave the company?
How much time have you built into the process for them to train others?
How do you thank them for their contribution before they move on?
How do you ensure that confidential or proprietary information doesn’t walk out the door with the departing team member?

Transitions on and off a team are an important factor in team performance and results and, too often, proper preparation for such transitions doesn’t occur. Whether you are leading a long-standing team or shorter-term project teams, take the time to consider exploring these questions with your team the next time a transition on or off occurs. The time you invest now will pay off through shorter ramp-up time, more effective collaboration, and higher productivity.

What has worked for you in managing transitions successfully? Please feel free to share your ideas.

About the Author: Sherry Dutra is a Talent Development, Career and Retirement Coach and Facilitator who works with corporate leaders in small to mid-size businesses, across the span of their careers. She helps them to accelerate business outcomes and team performance, navigate their own career path, and transition to retirement with ease using proven methodologies and strategies that get results. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

Seven Principles of Extraordinary Results

August 3, 2020 By Sherry Dutra Leave a Comment

Are you consistently getting the personal and professional results that you desire? Given the level of unknowns that we are currently facing, it is more challenging than ever to stay on course. What if you had a model that easily conveyed how you create the results that you experience each day? What if you could gain insight into the patterns of your thinking and behavior that serve you as well as the patterns that do not? What possibilities might be open to you if you could learn to run your system rather than having it run you? The Results System™ allows you to gain these benefits by providing the framework, tools and solutions that raise the bar and drive results.

The Seven Principles of Extraordinary Results provide a simple introduction to the key concepts behind The Results System™.

Results First and Foremost:

What is the outcome that you desire to achieve? Start first with defining your end result and work backwards from there. You create what you focus on.

Goals are Not Results:

It’s important to make a distinction between a goal and a result. When you do not, you run the risk of limiting your choices and options. A “result” is the outcome you want to create. A “goal” is a target or milestone designed to achieve the result. For example, when you say, “I want to reach my sales target for the quarter,” you might think you are describing a result. In fact, this is actually a goal. The result is what you will have when you achieve your sales target, such as financial stability.

Choices Not Actions:

Choose your actions wisely. Often, you might feel you are making progress when you can check items off of a list. Yet, you may end up wasting time by leaping too quickly to action and completing tasks that are not fully aligned with creating the results you desire.

Invisibles Make the Difference:

Remember that everyone has blind spots and other factors that are not yet visible. Take time to become more self-aware to reveal the aspects that are operating behind the scenes. Doing so drives better choices and actions.

Silent Partners Make Predictable Patterns:

All humans have a unique and wonderful “operating system” that creates unconscious repeatable patterns of thinking and behavior. Having such a system allows you to motor throughout your life without having to consciously think about each step you need to take to complete daily tasks like getting ready in the morning or driving your car. Over time, these patterns of thinking and behavior become invisible and operate behind the scenes. In most cases, they serve you well. Yet, when you want to change in order to get a different result, these automatic patterns kick up a fuss. In order to dissuade you from changing, there are even three lines of defense to keep you from making a shift: remaining invisible, making change awkward, and telling us stories in our own voice that convince us that change would not be beneficial.

Change is a Process:

Any change that you set out to make has an emotional component to it. To create change that lasts we must deal with the inevitable feelings that will come up. While initially you might start off positively fired up about making the change and are certain you will be successful, the actual practice of creating new habits and permanently changing your behavior may cause you to swing from confidence to doubt to hope. When you experience this roller coaster, it may be enough to have you give up and go back to your old habits. Keep in mind that the emotions that arise are all a natural part of the change process. In knowing that, you can design strategies to manage the emotional ups and downs and achieve the result you want.

Use the System:

Take a systems based approach to creating your results. The Results System™ model helps you to reveal the visible and invisible factors that drive your ability to create results. Your Results System™ is unique to you. Even teams and organizations have a Results System™. Using the model will create greater self-awareness around the strengths and the detractors that impact your results and provide you with a means to make conscious choices and choose the actions that support the achievement of your key outcomes.

Call to Action

Are you willing to make changes to achieve the result you desire? If so, what action(s) are you willing to commit to in the next week to help you achieve this result by implementing the above principles into your life and work?
If you would like to learn more about how you can reveal your own Results System™ and develop strategies to create the results you desire, please reach out to me to discuss how this system can help you in all areas of your life. The Results Accelerator™ is an intensive professional development experience, based on the Results System™, that can be delivered virtually for individuals as well as for teams.

Adapted from “Seven Principles of Extraordinary Results” by ThoughtAction, LLC, 2015. Adapted with permission.

Navigating the Emotional Roller Coaster of Change Transitions

April 16, 2020 By Sherry Dutra Leave a Comment

“Who are you?” said the Caterpillar…
“I – I hardly know, Sir, just at present,” Alice replied rather shyly, “at least I know who I was when I got up this morning, but I think I must have changed several times since then.”

Lewis Carroll
Alice’s Adventures in Wonderland¹

What have you felt since COVID-19 impacted nearly every corner of our world and every aspect of our lives? Have there been days when you’ve felt a bit like Alice – changing multiple times throughout the day? I know I have.

Over the last couple of months, we have experienced change unlike any other we’ve been exposed to in our lifetime. To successfully navigate through this time as a leader, you must take a step back to recognize and acknowledge the full impact of the changes raining down upon us. Then, choose how you wish to respond and manage the impact on you as well as on your team. In other words, logic and action alone aren’t enough to save the day. We must pay attention to the emotional roller coaster that accompanies all change, particularly the drastic changes we are currently facing.

Bridges’ Transition Model

Many researchers have explored and written about change and its’ effect on people. What they have all discovered are patterns in how we react and respond to change that are quite consistent across the human experience. The model that I have used most extensively with leaders is William Bridges’ 3 Stage Transition Model consisting of Endings – Neutral Zone – New Beginnings.

Change vs Transition

Before we look at each of the stages, let’s make a distinction between change and transition. What tends to create the challenge for us isn’t the change itself but the process of adjusting to it and moving from the old reality to the new. You see, change is external, situational, and often out of our control. In this case, the COVID-19 pandemic is the external change. The internal emotional and psychological process we go through to come to terms with the change is the transition. Consequently, we must turn our attention to the transition process. It is within this process that we will find what we can control – our response.

Endings

In Bridge’s model the first phase is Endings. This phase begins with the external event and our realization that the change is really happening. So, think back to when you first learned about COVID-19. Then, consider what occurred when it first hit your country. Then, your local area. Then, perhaps you or someone you know. At what point did you realize that we truly had a pandemic on our hands? When did you find yourself moving from the known to the unknown? This is when your Endings phase began. You likely experienced any number of emotions including denial, anger, fear, anxiety, grief, frustration or depression. Cycling between these emotions is common as well (e.g. anger one moment, fear the next). You may still be experiencing them.

Keep in mind that your colleagues and team members were and are experiencing their own emotions. What can you do to support those around you during this stage and help them to let go of the way things were?

Acknowledge and validate the emotions that others are experiencing
Articulate what is actually coming to an end. Determine what might be lost as a result of the change and what might stay the same
Communicate, communicate, communicate

Neutral Zone

The Neutral Zone represents the phase of transition where we have started to let go of the old way of being but haven’t yet found our footing in a new reality. Typical emotions that arise during this phase include uncertainty, confusion, overwhelm or frustration. While there is a lack of a solid foundation in this phase, we do begin to experiment with new possibilities. Using our COVID-19 example again, you might find yourself feeling a bit numb, overtired, struggling to get used to working from home, or overwhelmed by suddenly becoming your children’s teacher. Yet, you’re also beginning to realize that what you are feeling is natural – that you are not alone. As you move through this phase, you gain perspective and more effectively cope with uncertainty which allows you to begin to see possibilities for taking positive action.

Everyone moves through this phase at a different pace. Don’t try to rush it. As a leader, you can support others by:

Continuing to listen and communicate
Trying new things
Encouraging the progress that people are making
Giving yourself and others time to process

Beginnings

The final stage of the model is New Beginnings. This phase is marked by acceptance of the change and a renewed sense of energy that propels action. When we have successfully moved into the New Beginning, we have embraced the new reality and started to experience solid ground again. In our example, our teams will have adjusted to a new way of working, established a new structure to their day, and found a new rhythm. Creative ways of contributing to the team begin to emerge along with new ways of doing business. During this phase, emotions shift in a more positive direction. You might be feeling excitement, optimism, and a greater sense of motivation.

What can you do to support people in this stage?

Set an intention for how you choose to move forward
Encourage others to continue taking small steps each day
Stay focused on solutions versus problems
Proactively offer and ask for support from others

Conclusion

Viewing transition in terms of William Bridges’ three stages helps you understand that the needs, challenges and opportunities presented by change can be managed as a progression of responses. Your ability to understand this and apply it to yourself as well as to help your team transition during change will go a long way to making any type of change you deal with less daunting.

Where are you in the process of change? Where is your team? What might you do today to accept where you and others are in the process and to navigate your way successfully through the massive change we are experiencing?

Lewis Carroll, Alice’s Adventures in Wonderland. New York: Signet Books, 1960, 47.

Reference:
Bridges, William. Transitions: Making Sense of Life’s Changes, 2^nd Edition. Boston, MA: Da Capo Press, 2004.

“Why Can’t We Get Things Done?”: Exploring the Link Between Execution and Individual Perceptions

January 28, 2020 By Sherry Dutra Leave a Comment

A common frustration that leaders and managers share is that their organization has difficulty with execution. While they may do well in accomplishing daily activities and tasks, they consistently struggle with effectively executing on time, within budget, and with high quality on the strategic issues that impact the long-term success of the organization. Over time, this can lead to losing market share, decreasing revenues, and even the demise of the organization itself.

There are many factors that impact an organization’s ability to execute. In this blog, we’ll focus on 4 perceptions that noticeably make a difference in a person’s ability to execute effectively.

4 Perceptions that Get in the Way

Relationships: Some individuals refrain from initiating and nurturing professional relationships. They don’t step back and take the time to think strategically about building a strong network within their organization. As a result, when they need to make a high priority request, they may not have the necessary political capital to get what they need.
Influence: Others are unsure of how to sell an idea within the organization. They may not recognize that different approaches are needed for different people or situations and continue to use the same approach every time. Consequently, they struggle to know how to get buy-in for their ideas from key stakeholders such as their boss, peers, team, and cross-functional colleagues.
Time: Ah, the illusive time. We all have the same 24 hours in the day yet we’re not all as effective as some at using them wisely. Some procrastinate. Some say “yes” to everything and need to set boundaries. Some fail to establish and stay focused on their top priorities. Some let email, text messages and chatty colleagues distract them.
Results: Finally, some leaders focus on the wrong results. Rather than keeping an eye toward the long-term success of the organization, they may focus on being right, looking good in front of others, or perhaps as the person with all the answers. While short-term success may be achieved, this view of results often has a negative impact on their career in the long-term, their team and/or their organization.

An added factor to keep in mind is that leaders can often have limiting beliefs that get in the way of their ability to execute and can often link to the perceptions outlined above. For example, a manager who has a belief that everything must be perfect will have issues with time management and difficulty building relationships because of their unrealistic expectations.

Call to Action

Do you find yourself having a difficult time getting things done? If so, do any of the perceptions outlined above sound like you? What step are you willing to take to begin to make noticeable improvements in your execution performance?

Adapted with permission by Center for Executive Coaching

Safeguarding Your Most Important Resource as a Leader

June 10, 2019 By Sherry Dutra Leave a Comment

So, what is your most important resource as a leader?

One of the first things that might come to mind is the amount of available cash and the state of the investment portfolio of the business. While these are certainly important, would you agree that you can always earn more money, find better investments, and eventually find your way back from a financial loss?

Another resource that might come to mind is your network of relationships. The connections you have nurtured in your professional life are important resources in your success. Yet, even if there has been a significant hiccup in a relationship, you can choose to mend it while continuing to meet other professionals and adding to your network.

Your health is another resource that hits high on the most important list. Many times, there is a tendency to not do as much as we might to protect that resource. However, in most cases, we have the control to make adjustments to our daily habits that will positively impact our health. And, when we have a healthier lifestyle, it positively impacts the energy we bring to our work.

So, if your most important resource as a leader isn’t money, relationships or health, then what is it? What these three have in common is that, for the most part, they can all be revived or renewed. There is one resource, though, that cannot be revived or renewed.

That resource is time. With each moment that goes by, that’s it. You’ll never see that moment again.

This is not new news. Yet, even though you know this, how often do you take actions that aren’t in alignment with this knowledge? How much time do you spend in meetings that you don’t need to attend (or that even need to be held at all)? How much time do you spend on doing things that don’t contribute to your business’ top priorities? Where are there opportunities to delegate something that doesn’t require you to do it?

Failure to see time as your most important resource, often results in stress and overwhelm. We become scattered and lose our discipline. When we’re in this state, we also negatively impact those other resources. High stress levels wear away at our health. It may make us impatient and short with others which may damage our relationships. Our thought process becomes clouded and our decision-making may be impacted which can lead to financial missteps.

Time, then, is our most important resource. So, safeguard that resource. Pay attention to how you use it. Where are your opportunities to use it more strategically? Put new habits and disciplines in place that allow you to set and maintain boundaries and act in alignment with your new choices.

Remember, time is the one resource we cannot get back.

Adapted with permission by Center for Executive Coaching.

About the Author: Sherry Dutra is a Talent Development, Career and Retirement Coach and Facilitator who works with corporate leaders in small to mid-size businesses, across the span of their careers. She helps them to accelerate business growth and team performance, navigate their own career path, and transition to retirement with ease using proven methodologies and strategies that get results. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

The Key to Engaging Employees: It’s Not What You Might Think

March 4, 2019 By Sherry Dutra Leave a Comment

Employee engagement is something that we hear about on a regular basis. In fact, we hear about it often enough that it can sound like just another buzzword. Yet, it’s anything but. The lack of employee engagement is estimated to result in $7 trillion in lost productivity worldwide on an annual basis (Gallup 2017). For nearly 20 years, Gallup has been researching employee engagement and the percentage of engaged employees has barely budged in the United States during this timeframe. Based on 2018 research, Gallup has reported that 34% of U.S. workers are engaged while globally, only 15% are engaged.

What is Employee Engagement?

What exactly is employee engagement? According to Gallup, an engaged employee is one who is “involved in, enthusiastic about and committed to their work and workplace”. Someone who is experiencing this type of engagement is most likely to be aligned with their team and organization’s goals and making key contributions to producing desired results. Organizations that do the best job of creating employee engagement achieve earnings-per-share growth greater than 4 times that of their competitors. Additionally, other business boosting results are enjoyed by those companies who exemplify employee engagement. These include higher customer engagement, increased productivity, lower attrition, and higher profitability.

A Simple Approach

There are a multitude of methods available for increasing employee engagement with varying ranges of complexity, time commitment and cost. Yet, the solution may be simpler than you think. When we talk about employee engagement, we often speak in generalities. It can sound as if there is a group called “employees” that we must direct something towards collectively. A one size fits all approach has less of an opportunity to positively drive your engagement levels than one simple opportunity that many leaders have, at every level, including the C-suite. This opportunity, the key to engaging employees, is to get specific about each person.

One Employee at a Time

Engaging employees happens one person at a time. The place to start is to get to know each person on your team uniquely. How much do you already know about each employee and what makes that person tick?

How many of these questions can you answer right now about each employee on your team?

What are their career aspirations?
What personal aspirations do they have?
What motivates them?
What are their most important values?
What key strengths do they bring to the team?
What type of behavioral style do they favor?
What professional development needs do they have?

Call to Action

If you can’t answer all of these questions for each employee, I invite you to make it a priority to schedule 1:1 meetings to discover those answers. Then, look for the opportunities to:

let them use their strengths each day,
take on assignments that build the skills for their future career path,
communicate with them in a way that matches their style.

Your employees want to work in jobs that allow them to do what they do best, to grow and develop professionally, and feel a sense of purpose in what they focus on each day. What drives engagement and motivation is unique to each individual. So, get started by getting to know your team. Look for ways to align what is important to each person with the work they are doing, and watch your results begin to shift.

If you would like support in increasing employee engagement in your organization, please contact me to have a conversation. We offer a simple yet powerful and practical methodology to support you in improving employee engagement.

About the Author: Sherry Dutra is a Talent Development, Career and Retirement Coach and Facilitator who believes we each have far more potential than we typically tap in to. She helps you learn how to step into your full potential so you can create consistent, optimal performance for yourself and your team with less stress and more enjoyment. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

Harnessing the Power of Focus: 3 Tips to Prepare for the New Year

November 28, 2018 By Sherry Dutra Leave a Comment

This is the time of year where I like to take a pause and reflect on:

what went well,
what did I learn from, and
what do I want to create in the coming year

Where are you right now in the pursuit of your goals for this year? Where have you knocked it out of the park? Where has your progress lagged your expectations? What are your top priorities for the coming year?

In The Power of Focus, authored by Canfield, Hansen and Hewitt, the point is made that “the main reason that most people struggle professionally and personally is a lack of focus.” The book provides practical and easy to implement strategies to support you in creating and reaching your targets in all aspects of your life. No matter what stage of life you are in, being deliberate, persistent and focused will serve you in creating your future. Here are a few key tips from the book that will help you lay a foundation for harnessing your focus and get you ready for the coming year.

Focus: Laying Your Foundation

#1 – Develop Successful Habits
Habits are nothing more than behaviors that we engage in over and over again until we do them without thinking about them. Early on in life, most of us learned how to ride a bicycle. Remember how much there was to think about? We had to pedal, steer, watch out for traffic, keep our balance, use hand signals for a turn…so much to keep in mind. Yet, as we practiced those behaviors repeatedly, riding a bike became easier and easier to do until that day when we just got on the bike and pedaled away without a second thought.

We all have good habits and some not so good habits. Take stock of your behaviors that support you, such as getting 7 – 8 hours of sleep each night, eating healthy foods, or spending time with your family. Acknowledge yourself for your good habits and keep them going. Then, take stock of your not so good habits that are getting in your way, such as being late to meetings, doing your email while a colleague or associate is talking with you, or not exercising regularly. Prioritize which one you’d like to work on first and define the new habit that will replace it. Finally, take consistent action each day to install that new habit. Research indicates that it takes, on average, 66 days to form a new habit. The amount of time it takes for you is dependent on the habit’s complexity. Be patient and persistent and keep track of your progress. Before you know it, you’ll be ready to work on the next successful habit you’d like to take on.

#2 – Leverage Your Strengths
One of my teachers once shared a philosophy she had learned in her career and it has guided many of my own decisions. That philosophy is “if it’s not my genius, it’s not my job.” Too often, whether we work in a company or are running our own businesses, we get caught up in the day-to-day operations and administration and spend more time putting out fires, answering email, handling bookkeeping, and managing employee problems than doing what we most love. Focus the majority of your time each week doing the things that you do best and let others do what they do best. When you are using your strengths, you are far more likely to be engaged and energized. This puts you in the mindset that will allow you to do your best work.

Before you say, I can’t afford to hire someone. Think again. If you’re inside a company, you likely already have people who would be happy to take on some of the tasks that are draining your energy. If you own your own business, imagine how much your business could grow if you took back those hours that you’re spending doing things you don’t enjoy. That will more than pay for the bookkeeper, marketing consultant, or personal assistant who you hire full or part-time.

Remember, this is all about focus. If you are scattered in too many different directions, it’s impossible to get traction on your most important result.

#3 – Create Your Master Plan
Finally, to set a strong foundation for harnessing the power of focus, you must create your master plan. What is your vision for the future you want to create in the next year? Really give yourself some time and quiet space to play with this. Make this vision as all encompassing as possible and state each aspect of it as though it’s already happening, such as, “I am taking a month of vacation each year,” or “I am working with a collaborative team.” Include every aspect of your life, not just your work. This might include, your financial life, health and wellness, fun, relationships, personal development, contribution/volunteering, and anything else that is important to you.

Then, consider what milestones you will meet 6 months from now, then 3 months from now, 1 month from now, next week, and tomorrow to bring that vision to reality. Create goals that are specific, measurable, achievable, reasonable and time-based. I know we’ve all heard about SMART goals. Be honest though. How often have we all set goals that are a bit on the vague side?

Once you have that list of goals, ensure that you are taking one step toward your broader vision every day. Creating a habit (see tip #1) that ensures you are focused on chipping away at your goals each day will keep you inspired and moving in the direction of your desired destination.

Call to Action

As this year draws to a close, I invite you to pause and take the steps that will determine your success in the new year. If you’d like to dive more deeply into what focus can do for you, click the link for more information on The Power of Focus. Best wishes for a focused year.

Seven Principles of Extraordinary Results

July 23, 2018 By Sherry Dutra Leave a Comment

Image Provided by ThoughtAction LLC

Are you consistently getting the business results that you desire? What if you had a model that easily conveyed how you create the results that you experience each day? What if you could gain insight into the patterns of your thinking and behavior that serve you as well as the patterns that do not? What possibilities might be open to you if you could learn to run your system rather than having it run you? The Results System™ allows you to gain these benefits by providing the framework, tools and solutions that raise the bar and drive results.

The Seven Principles of Extraordinary Results provide a simple introduction to the key concepts behind The Results System™.

Results First and Foremost:

What is the outcome that you desire to achieve? Start first with defining your end result and work backwards from there. You create what you focus on.

Goals are Not Results:

Choices Not Actions:

Invisibles Make the Difference:

Silent Partners Make Predictable Patterns:

Change is a Process:

Use the System:

Call to Action

Are you willing to make changes to achieve the result you desire? If so, what action(s) are you willing to commit to in the next week to help you achieve this result by implementing the above principles into your life and work?
If you would like to learn more about how you can reveal your own Results System™ and develop strategies to create the results you desire, please reach out to me to discuss how this system can help you in all areas of your life.

Adapted from “Seven Principles of Extraordinary Results” by ThoughtAction, LLC, 2015. Adapted with permission.

About the Author: Sherry Dutra is a Talent Development and Career Coach and Facilitator who believes we each have far more potential than we typically tap in to. She helps you learn how to step into your full potential so you can create consistent, optimal performance for yourself and your team with less stress and more enjoyment. If you would like to uncover and address hidden challenges that may be sabotaging your success, leverage your strengths, and accelerate your progress toward the results you desire, contact Sherry for a complimentary consultation.

Is Your Organization Ready for This Seismic Shift?

May 24, 2018 By Sherry Dutra Leave a Comment

On average, 10,000 of these events will happen per day in the United States through the year 2030. What are they?

According to the Insured Retirement Institute, 10,000 baby boomers (those born between 1946 and 1964) are expected to retire, on average, each day in the United States through 2030. This is excellent news for those getting ready to enter the next chapter of their lives and an opportunity for younger workers to step into new roles. Yet, what will be the impact of that lost knowledge and expertise on your organization?

Based on research conducted by the authors of Critical Knowledge Transfer, one company reported that in the next anticipated wave of nearly 700 retirements, they would experience a loss of 27,000 years of experience. If that’s not enough to have you sit up and take notice, I’m not sure what will. That said, not every vacated position is created equal. Some will certainly be easier to fill than others. Perhaps the appropriate level of expertise and skill is readily available on the job market or you have done the work to ensure that someone within your organization is ready to take on the role. Unfortunately, this is the exception rather than the rule.

Taking a Proactive Stanch – 4 Key Tips

Knowing the average age of your employee population is not enough. That still keeps the potential problem at hand difficult to define. Take a closer look at the specific roles held by long-term employees and seasoned managers who are within a few years of retirement age. Which positions require critical skills and experience that are not easy to find on the open market? Long term employees across and at all levels of the organization often hold critical, hands-on experience of how to get things done through their comprehensive knowledge of processes, company historical information, clients and customers. Without a proactive approach, your organization runs the risk of realizing, too late, that you have a critical skill shortage that is adversely impacting your business performance.
Consider implementing a mentoring program that effectively engages both older and younger workers in accelerating development and bridging the knowledge gap. Providing training for both mentors and mentees can help to ensure that a mutually beneficial mentoring relationship is created and both parties find the experience a valuable one.
Utilize knowledge capture methods to gather critical expertise and make it available across a wide range of people. There are many ways to store and manage institutional knowledge including online forums, podcasts, webinars, and videos, to name a few.
Pay attention to employee engagement. Younger members of the workforce have an average job stay of roughly four years. Ensure the right managers are in place who truly care about their employees’ success. Robin Reilly, a Senior Consultant at Gallup has written that such managers “seek to understand each person’s strengths and provide employees with every opportunity to use their strengths in their role. Great managers empower their employees, recognize and value their contributions, and actively seek their ideas and opinions.” Increasing employee engagement will assist in keeping younger workers from jumping ship.

The time has come to proactively address the seismic shift that has already begun in terms of talent shortages in the workplace. These are just a few of the tips that can help you to mitigate your risk. Don’t wait another day to identify where your organization is most vulnerable and take the steps now to ensure a smoother transition.

Transformational Presence Series: Part One – The Three Questions

December 6, 2017 By Sherry Dutra Leave a Comment

Our last blog was focused on Alan Seale’s Transformational Presence approach to leadership and its application to navigating a complex world. If you missed it, please click here. In that post, we announced a four-part series dedicated to exploring a tool or framework of Transformational Presence in each of the next four months. Read on for Part One.

The Three Questions

Let’s start with a focus on the three foundational questions upon which the Transformational Presence approach is built.
1. What wants to happen?
2. Who is that asking me to be?
3. What is that asking me to do?

On the surface, these seem like pretty simple questions. Yet, the beauty of these simple questions is their power to tap into our heart intelligence. Too often, we rely solely on our intellect which is incredibly good at analyzing situations, solving problems and keeping us safe. Our heart intelligence is more visionary. It can take in the big picture and show us the next step to take. One is not better than the other – which is a huge relief to me since I’ve spent most of my life relying primarily on my head. It’s using the head and heart intelligence in concert with one another that is the key. Incorporating our heart intelligence helps to break through overwhelm and complexity and find an element of clarity that can show us the way forward.

A Discovery Process

Let’s take a brief look at each of these questions.

When we ask “What wants to happen?”, we’re open to discovering what the shift might be that wants to take place or what the opportunity or breakthrough is that is waiting to emerge. We are recognizing that there is a message in the situation or circumstance we are faced with and that something “wants to happen” or evolve.

As we look at question #2, “Who is that asking me to be?”, we are exploring how we choose to “show up” in relationship to “what wants to happen”. What are the qualities and personal attributes that we want to express? For example, this might mean being more playful, forthright, resilient, open, etc.

“What is that asking me to do?” is our action question. Rather than this being a question where we try to figure out what to do next, instead we are inviting “what wants to happen” to reveal the next step to us. Then, after we take that next step, we go back to question 1 and repeat the cycle.

While we navigate the complexity of our world, we typically go directly to the third question and try to figure out what actions we need to take and how will we execute on them. Yet, if we begin to consider that every situation or circumstance we encounter might have a message for us, we can start to develop a new approach. No longer is it reasonable to plan far out into the future. Our world is changing too quickly for that. Instead, if we apply these three questions to everything that we do, we can be shown the way, one step at a time.

An Exercise to Get You Started

Here is an exercise that Alan shared with us in our recent Transformational Presence – Leadership in Action course. I invite you to experiment with this as a means to begin applying this approach to your own life and work.

Bring to mind an opportunity available to you, personally, or to your company or business right now. Then, ask yourself The Three Questions. Really listen, sense and feel the answers that come. This is a no judgment zone – let whatever experience you have with these questions be okay. It does take practice to quiet our minds so that our heart can be heard.

Then, please feel free to share your experience with us in the comments section. And, if you’d like to learn more, you can purchase Alan Seale’s book here.

Derived from: Seale, Alan. Transformational Presence: How To Make a Difference In a Rapidly Changing World. Topsfield, MA: The Center for Transformational Presence, 2017. Used with permission.