engagement – Dutra Associates

Emotional Intelligence in Hiring – What You Need to Know

January 8, 2021 By Sherry Dutra Leave a Comment

The case for emotional intelligence is clear. Successful organizations all over the world are now incorporating EI into the development of their people and their leaders. There’s also a wide variety of research and articles on the importance of hiring FOR emotional intelligence. But in all those blogs and pieces of content, authors don’t talk about HOW to hire for EI.

When we understand our own emotions and the emotions of others – it’s a win-win situation. Our relationships grow, we become more resilient, and able to handle stress more effectively. Far too many employees lack basic self- awareness and social skills and too often, people aren’t aware of how their moods and emotions are impacting others in the workplace.

According to Harvard Business Review, “One of the reasons we see far too little emotional intelligence in the workplace is that we don’t hire for it. We hire for pedigree. We look for where someone went to school, high grades and test scores, technical skills, and certifications, not whether they build great teams or get along with others. And how smart we think someone is matters a lot, so we hire for intellect.”

The World Economic Forum lists emotional intelligence as the 6th most important job skill required for success at work by 2020. WorkSafe Victoria have also observed that more mental injuries get caused in workplaces now than physical injuries; and levels of EI positively correlate with levels of resilience and negatively correlate with levels of occupational stress. In other words, people with high EI feel less stressed and are more resilient at work. Organizations that are focused on emotional intelligence in their talent management strategies are taking the right steps to ensuring healthy and happy workplaces and teams.

Measuring emotional intelligence should be added to talent management and hiring processes, not to replace other strategies but to strengthen an existing process.

Yes, you still need a comprehensive hiring plan, but what’s now clear to business leaders everywhere is that EI skills and behaviors are as important as your intellect, experience and background in determining success at work and in life.

The Genos Emotional Intelligence Selection Report

Emotional Intelligence: a set of skills that help us better perceive, understand and manage emotions in ourselves and in others.

Collectively, being more emotionally intelligent allows us to make more intelligent responses to, and use of, our emotions. These skills are just as important as intellect (IQ) in determining success at work and in life. Emotions influence, both productively and unproductively, our decisions, behavior and performance.

Published psychometric studies have shown that scores on the Genos Selection Assessment meaningfully correlate with a number of important workplace variables. The higher people score on the Genos assessment, the higher they tend to also score on measures of:

Workplace performance
Leadership effectiveness
Sales and customer service
Resilience
Team work effectiveness
Employee Engagement

Here’s how it works:

The Genos Emotional Intelligence Selection Report is the best measure of how often a candidate demonstrates emotional intelligence in the workplace. The report allows hiring managers to utilize EI measures as an additional means to avoiding bad hires.

The Genos Selection model comprises a set of seven emotionally intelligent competencies. These competencies represent skills and behaviors, based on underlying abilities and experiences, that are measurable and observable. The Genos model captures the workplace skills and behaviors that manifest from emotional intelligence abilities.

Users first experience a high-level overview of the candidate’s total EI score along with a deeper dive into each behavior and its results.
Interview questions and an interview evaluation guide then allows the hiring manager to dig deeper into the EI of the individual.
Wrap up the process by using the summary section to help combine assessment and interview results allowing you to present recommendations to a client or HR decision maker.

The information presented in this report should be combined and weighted with other sources of information to determine the candidate’s suitability or lack thereof for employment. Emotional intelligence is one of many factors related to success in the workplace. If you’d like to learn more about this innovative new emotional intelligence selection tool, please call Sherry Dutra at 603.595.1588 or email her at Sherry@DutraAssociates.

Game changing for hiring, life changing for your new hires.

Article in collaboration with Genos International Europe.

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.

Emotional Intelligence (EQ): Skills to Create a Thriving Culture

June 2, 2020 By Sherry Dutra Leave a Comment

Think of the best manager you ever had during your career. What is it or was it about this person that made him or her so great? When I reflect back on the person who comes to mind for me, what stands out was my manager’s ability to stay calm in difficult situations, to be supportive and encouraging – a person who saw the best in me, even when I couldn’t. This manager listened to my ideas, and those of others on the team, and always made us comfortable to speak up, even if we had differing views. Additionally, this manager never hesitated to share information so that we all had the opportunity to learn and grow. No matter the situation, this manager had the capability to determine what was needed and address that need accordingly. Decades later, I still feel the positive impact of working for, what I learned later, was an emotionally intelligent leader.

EQ / IQ / Style

Much has been written about emotional intelligence over the years and many models of EQ exist. One of those models, brought to us by John Wiley and Sons, defines emotional intelligence as:

EQ: “the ability to read the emotional and interpersonal needs of a situation and respond appropriately…even if it’s difficult”.¹

Some organizations have embraced the concept of EQ and have actively helped their leaders to develop these skills. Such forward-thinking companies are finding that they are much better prepared to adapt and pivot quickly. Cultures are created where employees are engaged and motivated which significantly improves retention and positively impacts the bottom line. Unfortunately, for many organizations, developing leaders’ skills in this area has not been a high priority. Consequently, many leaders find themselves far outside their comfort zones when dealing with interpersonal issues in the workplace.

Data consistently shows the link between EQ and leadership effectiveness.² A leader’s ability to demonstrate the behaviors and mindsets of emotional intelligence is as important, if not more so, as their:

IQ: the skills, knowledge, and capability a leader possesses and the ability to apply that to problem-solve or meet goals, and
Behavioral style: how leaders approach their work and relationships.

A Solution

When it comes to leading yourself and others through the challenges being faced as we move through the pandemic, emotional intelligence skills are more critical than ever to cultivate. As leaders strive to rebuild businesses, show empathy to employees dealing with a myriad of stressors both inside and outside of work, manage their own cadre of emotions, make decisions during great ambiguity, and so on, there is a need to understand our emotional intelligence mindsets, leverage our strengths, and take action to improve the areas requiring more effort. Doing so will improve our ability to read situations and respond in a constructive way.

The good news is that there is now a program, Everything DiSC® Agile EQ™, that helps organizations and people adapt to whatever the future may hold, so that when it arrives, they are ready to meet the challenge. The power in the program lies in the combination of practical application and personalized learning. Each participant learns their likely EQ strengths based on their DiSC® behavioral style. Then, they receive specific feedback around their EQ opportunities with actionable recommendations to learn methods to stretch outside their comfort zone as circumstances may require.

Tips to Start Building EQ

Here are a few key tips³ to begin enhancing emotional intelligence. Some of these may be easier for you than others. With practice, those that are more of a stretch will take less effort.

Take a breath to help you stay calm in high pressure moments.
Separate emotions from the facts to see situations more clearly.
Confront issues that may impact important standards and goals.
Assert your conviction about your opinions and ideas.
Take concrete steps to transform your ideas into reality.
Put aside time and energy to create and maintain relationships with others.
Listen for what is not being said in interactions and use inquiry to draw out and understand the other person’s perspective.
Stay open to other’s ideas and be willing to compromise or even set aside your own preferences for the good of the team or a colleague.

Take Action

Dutra Associates, LLC is now offering Everything DiSC® Agile EQ. If you want to develop the leaders and teams who will be nimble and agile in facing challenges, both now and in the future, please contact me to discuss your organization’s needs. Both the assessment and subsequent training to deepen the learning can be conducted virtually to support remote workers. We also can support you and your team with virtual individual and group coaching to help support the development and application of emotionally intelligent mindsets.

¹ Agility Unlocked | Revealing the Connection Between Agility and Emotional Intelligence, John Wiley and Sons, Inc., 2020

² John Wiley and Sons, Inc. 2020 Agile Organization Survey Results; The Impact of Emotionally Intelligent Leadership on Talent Retention, Discretionary Effort and Employment Brand, Benjamin R. Palmer and Gilles Gignac, Vol. 44 NO. 1 2012, pp 9-18 © Emerald Group Publishing Limited, ISSN 0019-7858 | INDUSTRIAL AND COMMERCIAL TRAINING

³ Agility Unlocked | Revealing the Connection Between Agility and Emotional Intelligence, John Wiley and Sons, Inc., 2020

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.

When Was the Last Time You Took a Break?

November 4, 2019 By Sherry Dutra Leave a Comment

Are you experiencing overwhelm, stress, even burnout in your professional or executive role? These are all the frequent unfortunate side effects of a world that seemingly can never be turned off along with a persistent drive for greater productivity. Harvard researcher and psychologist, Shelley Carson stated, “If you are stuck on a problem…a distraction may provide the break you need to disengage from a fixation on the ineffective solution.” We’ve all heard that sometimes people find that they get their best ideas in the shower. Since we don’t have to give too much thought to how we go about our daily shower, it frees the mind up to work on other things. So, taking a break can actually improve your productivity. And, sometimes, we need more than just a 10-minute break when we’ve let the drive to get things done go on for too long.

As a case in point, I recently found myself feeling fatigued, foggy and a bit stressed after a non-stop month. How in the world did this happen? I’m usually so conscious of giving myself a break. Yet, due to two weekend commitments to teach, a weekend with an out-of-town family event, along with working normal work weeks, nearly a month went by without a day off. No wonder that my energy level had plummeted and I couldn’t think straight!

Slipping away from our practices to give ourselves time off during hectic times can happen to all of us. Sometimes, it may be necessary to take a few days away to rest and recharge when we let ourselves get beyond a certain point. Recognizing that I’d passed that point, I took a Friday afternoon off, spent the weekend enjoying time with my significant other, and put my feet up and watched a movie. The focus of attention was on completely non-work-related things. By the end of the weekend, I felt like myself again – rested, focused and ready to be fully engaged. What I noticed the following week was a higher level of productivity, by far, than in previous weeks. Does this scenario sound familiar to you?

So, what to do? Ideally, we stay consistent with taking time off each week and doing those activities that replenish our energy, whatever they may be. Additionally, we look for those moments within each day to insert a brief break. Doing so also contributes to our productivity and creativity. Rachael O’Meara, the author of “Pause: Harnessing the Life-Changing Power of Giving Yourself a Break” suggests 4 practices to consider. They include 1) standing and taking 10 deep breaths 2) taking a digital break – no devices for a set period of time each day 3) taking a walk to change your environment, and 4) creating one-minute of mindfulness while eating or brushing your teeth. These are very simple strategies that, practiced daily, will support our ability to keep our energy up, and allow us to accomplish far more than if we keep trying to power through what’s on our plate.

If you recognize that you’re not feeling rested and renewed, please join me in recommitting to incorporating breaks into each day and week. Doing so will positively affect every aspect of your life.

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.

Choosing Your Path to Career Fulfillment

January 7, 2019 By Sherry Dutra Leave a Comment

Award winning American poet, Mary Oliver, once wrote, “Tell me, what is it you plan to do with your one wild and precious life?” I love this line from her poem, “The Summer Day”, as it invites introspection and calls us to live our lives on purpose. If we apply this to our work lives, this can be a daunting question and one that leaves us overwhelmed with selecting the “right” career. As children, we begin to demonstrate areas of strength as we grow. Well-intentioned parents, teachers, friends and others may encourage us to become a nurse or teacher if we excel at helping others, an engineer or accountant if we have strong math skills, or an artist or musician if we display a creative streak. You can see the pattern and may have experienced it yourself. Yet, this linear path can sometimes lead us astray. Simply because we are good at something doesn’t necessarily mean that it will bring us the career fulfillment we desire. There is something deeper we must explore to be fully engaged in our work.

Employee Engagement Survey Data

The 2018 Gallup Study indicated that, while employee engagement has risen slightly in the U.S., we still have 66% of the workforce in a state of disengagement. 53% of those studied are not engaged, which means that they don’t have much of a connection to the work that they are doing and are likely to do the bare minimum in their roles. 16% of those studied are actively disengaged which means that they resent their jobs and have a tendency to complain to those around them and impact the morale of co-workers. Do you find yourself among the 66% who are disengaged? While there are multiple factors that impact employee engagement, there is something that you can do to begin to shift the tide and help you get on track.

A Key Question

A key question to ask that will guide you toward your career fulfillment is “Why?”

What is the “why” behind everything you do – your purpose?

I truly believe that each of us has a purpose in life. Finding that purpose allows us to stay aligned, doing what we love while accomplishing things that are meaningful to us. Your level of happiness will always tell you when you are aligned with your purpose and when you’re not.

To help you get started, here is a resource that will help you to explore your passion and purpose. Click here to read Jack Canfield’s 10 Life Purpose Tips. As a Canfield Certified Trainer in the Success Principles, I have seen the positive impact on clients when they are able to tap into their purpose and express it in the world, both through their work and in their lives in general.

Next Steps

If you are feeling less than fulfilled by your work, I invite you to follow the 10 tips and take responsibility for creating a career that you love. You might find creative ways to express your purpose in your current role or you may find that your purpose exploration starts you down an entirely new path. Whatever your path forward, remember that it’s up to you to take the first step. No one cares more about your career than you. As Mary Oliver wrote, “You must not ever stop being whimsical. And you must not, ever, give anyone else the responsibility for your life.”

Time for a Career Change? 5 Sure Signs

August 20, 2018 By Sherry Dutra Leave a Comment

Jan’s Story

Jan* was facing a dilemma. She had just turned 40 and had been with her current organization for over five years and was feeling discontented, frustrated, and stressed. At the request of her Vice President, Jan had laterally transferred about a year earlier to take on the challenge of a newly created management role. Though the function she would be managing was not her first choice of next steps, Jan felt that the opportunity would add positively to her resume and she accepted the position. After much hard work, late hours, and tight deadlines, the first major initiative in this role was successfully completed. Awesome, right? Well, though pleased with the results, Jan recognized that she didn’t enjoy the work, dreaded the end of the weekend, and was feeling constant stress.

The company was in the process of several acquisitions. As each one came on board, Jan needed to roll out the same initiative to each acquired company. With each new project, Jan could feel her dissatisfaction growing. She knew she didn’t like her work and the company was having difficulties. Yet, the job paid well, the benefits were good, and it was close to home. Also, she enjoyed the people she worked with. Despite that, Jan struggled each day with whether she should look for a new opportunity or just stick it out.

Maybe this sounds like you. Or, your story of career dissatisfaction may have a different back story but the undeniable bottom line question is still the same – “should I stay or should I go?”

How do you decide whether it’s time for a career change?

5 Sure Signs

The money and benefits are the primary reason you’re still there.

We all have financial responsibilities and no one is suggesting that money and benefits aren’t important. However, we often talk ourselves into believing that moving into a position that fuels our passion and brings meaning to our lives will automatically pay less than our current role. Additionally, even if it does pay less initially, it’s likely that more money will follow when you are able to bring your best self to work that you love. And, if needed, I’ll bet there are some things you could adjust in your budget to accommodate bringing joy back into your life.

Your body is feeling the effects.

Even if your mind hasn’t caught up with the notion that you need to pursue something different, your body is likely giving you clues. Are you having trouble sleeping at night? Like Jan, do you experience anxiety as Sunday night approaches and you’re dreading the start of a new week? Have you noticed a significant gain or loss in your weight for no apparent reason? Do you find yourself feeling ill more frequently? Are you experiencing a constant feeling of stress or exhaustion? While there may be other reasons for these symptoms and seeing your doctor is highly recommended, many have to look no further than their job to find the source of their discomfort.

Something just feels like it’s missing.

Often, we fail to recognize that aligning our needs and values with our career is critical to a feeling of well-being. As we progress in our careers, it’s important to check in periodically and reflect on what’s most important to us. While many of our needs and values remain constant, some may evolve and shift as we move through various stages in our lives. What adjustments to your role, manager or environment might be able to be made to shift you back into alignment again? If this isn’t possible, it’s time to find a career or role that fits with who you are today.

You’re constantly complaining about your job.

We all have bad days even in the best of jobs. Yet, if you notice that your primary topic of conversation with your family and friends tends to be complaints about your work, it’s time to pay attention. What were you like when you were in a position that you really enjoyed? What would it take to reignite that part of you again? Who is the person you’d like to be?

You’ve lost your energy and drive.

If you find, that once in a great while, you experience moments of feeling a little bored or not overly excited about your work, that’s completely natural. Over time, there are very few jobs that keep you excited and energized every moment. If, on the other hand, you notice that you’re finding it difficult to get motivated about most anything, it may be time for a change. Find a place where you can use your strengths each day; where you are energized and inspired by the work and the people around you.

Your Call to Action

While there are certainly other signs that a career change might be in order, these are the ones that I’ve seen most frequently with clients. As the fall season approaches, it’s a great time to start thinking about what you want to create in the coming year so that you can hit the ground running in January. If you recognize any of the 5 signs in yourself, I invite you to step back and do some self-reflection. Discover where your passions lie, set a new direction, and take action toward a happier and more fulfilling career.

*Name and details changed to protect confidentiality.

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.

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.

Transformational Presence Series: Part Four: The Four Levels of Engagement

March 15, 2018 By Sherry Dutra Leave a Comment

In the final blog of this series on Transformational Presence, I’d like to share a model with you called the Four Levels of Engagement. The purpose behind this model is to bring awareness to how we ‘show up’ in relation to the daily events and circumstances we face in our personal and professional lives. This model is really just a description of what we’re all experiencing internally, all the time. When we work through this model, we’re choosing to slow down enough to see the inner workings of our level of engagement. We can take any situation or challenge and notice how we engage with it in a particular way.

To explain and demonstrate this model, let’s take a situation that we’ve likely all experienced at some point in our lives – a client or colleague who frequently is late for, misses or cancels meetings at the last minute. You are now faced with the fifth time in two months that this has occurred.

Drama

So, let’s step into the first level of engagement which is Drama. The initial internal dialogue might go something like this. “Are you kidding me?”, “What is he thinking?”, “I’m honoring the time on my calendar for him, why can’t he do the same?” That’s the level of engagement of Drama. So, I know none of you reading this EVER goes to that place of drama, right? But, I’ll admit, sometimes, I can go to a dramatic place. So Drama is an either/or, black or white, whose fault is it, type of space. It’s a criticism or a complaint. And then, after there has been time to vent, we might start to move into another level of engagement which is Situation.

Situation

Now, Situation sounds like this. “So, I’m going to need to address this. Let me sit down and prepare and I’ll go through the 5 steps to having a difficult conversation so I can take care of this.” Situation is about fixing the problem. It’s about getting it off my desk, moving on, getting it over with and getting it done. Often, for a while, these situational approaches will work, as has been pointed out earlier in this series. The problem-solving done here will likely lead to an okay result but one that typically isn’t sustainable for the long haul. So, when we run into the same situation again, we look for the next solution or drop back into Drama again and then shift back into Situation.

Choice

At some point, if we’re willing to go deeper, there’s a third option that shows up where we begin to notice there’s an invitation to ask the question, “Who do I want to be in this situation?” or “How do I want to show up?” Taking this deeper perspective breaks out of Drama and Situation into Choice, which is the next level of engagement. So, as we ask ourselves those questions, the answer in this circumstance might be, “I want to be a person who is both compassionate toward my client’s (or colleague’s) competing priorities and confident that we’ll reach a solution that works for both of us.” So that is who this situation is asking for the individual to be and that’s the individual’s choice to show up that way.

Opportunity

From Choice it’s rather easy to move into the 4^th level of engagement which is Opportunity. So, let’s take this same situation into Opportunity. What’s the hidden opportunity of the situation? What wants to happen or evolve out of this? So, as we step into opportunity, there is an opportunity here to evolve as a leader. A leader who not only demonstrates deep commitment and caring for clients or colleagues but also demonstrates the same level of caring and commitment to themselves. That is what wants to emerge.

Four Levels of Engagement Exercise

Now that you have a sense of each of these levels, you’re going to have a chance to play this game. It works best if you physically stand up and step into each of the different levels. If you remain seated, then simply choose a different spot on the floor or around the room to focus on for each level.

Bring to mind a challenging situation with a client, manager or colleague. It could be something current or from the past.

Choose a spot that represents Drama.
Step into the drama of your challenging situation. Close your eyes if you’d like. Really hear, in your mind, what’s happening.
Notice and ask yourself “What’s going on?”

Step back to a neutral spot and repeat the steps above replacing Drama with Situation, then repeat again with Choice, and finally, with Opportunity.

Four Levels of Engagement Debrief

What did you experience? Where has your level of engagement been in past interactions with this person?

What would be different if you approached the challenge from Choice and Opportunity?

How can you apply your awareness of the Four Levels of Engagement in your life and work starting today?

I invite you to share what you discover in the Comments section.

Summary

When we engage with the events and circumstances of life primarily from Drama and Situation, we spend our time primarily on struggle and problem-solving. It can be that feeling of putting out one fire after another. Ultimately, this can be exhausting. On the other hand, when we engage with life mostly from Choice and Opportunity, we step into a powerful place. We are no longer buffeted about by circumstances and choose how we want to respond and focus on the potential that wants to emerge. I invite you to apply the Four Levels of Engagement model in your own life and see what happens.

If you missed the earlier parts of this series, please click here for Navigating a Complex World, here for Part One – The Three Questions, here for Part Two – Becoming Mindful, and here for Part Three – Working with What Is.

For more information about Transformational Presence, please visit: www.transformationalpresence.org

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

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.