success – Dutra Associates

Strategic Planning in a Rapidly Changing World

August 1, 2022 By Sherry Dutra Leave a Comment

Is your company getting the desired results from your strategic planning process? If not, it’s likely that your organization may be skipping or poorly executing on one or more of the three key elements to a sound strategic plan.

The costs associated with an incomplete planning process are significant. They include:

Losing your lead in the market
Inability to reach financial and operational goals
Sense of defeat amongst the team and a sense that strategic planning is a waste of time
Loss of credibility of the leadership team

A strategic planning process that is most likely to deliver the results you expect consists of three key elements.

Answer the most critical strategic planning questions.

- Who are our customers and how can we serve them better?
- Who are our competitors and how do we differentiate ourselves?
- What do we do best and how do we leverage those strengths?
- How can we prepare the organization to seize opportunities and shore itself against threats?
- What types of situations do we need to consider for the future and what must we do to prepare for them?

Too often, organizations spend a fortune on consulting firms to provide complex strategic plans that are either overly philosophical in nature or have outstanding ideas that don’t quite boil down to clear, executable initiatives.

Once you have the answers to the most critical strategic planning questions, you want to craft a few, clear, compelling strategic initiatives to strengthen the organization.

Set a few clear priorities. The most important outcome from step one of the strategic planning process is to identify the most important priorities of the organization. Working with a longer list of potential priorities, the organization can now discuss the relative value of each and arrive at no more than three to five key priorities.

A downfall at this step of the process is when an organization sticks with a long list of priorities. While this may serve a purpose of keeping the peace by including everyone’s thoughts, it makes it highly unlikely that the organization will get anything done completely.

Implement the strategy. We so often hear that strategy never seems to get executed. There are several reasons why this is the case.

- Not committing the necessary resources to accomplish the strategy such as appropriate capital, technology, training, and people.
- Neglecting to reprioritize the workload of busy employees and simply asking them to do more.
- Failing to stop old initiatives that are no longer relevant and even compete with the new.
- Lack of establishing clear role, responsibilities, accountability and reward systems.
- Giving up too soon.

A sound strategy focuses as much time and energy on implementation planning as it does on responding to the key planning questions and establishing priorities.

What part of the process does your organization need to shore up? While some organizations are exceptional at the ‘big picture” questions, they often fail to follow up. Some set too many priorities and are unable to accomplish them with limited resources. Others may excel at execution but struggle with establishing a compelling vision.

If this sounds like your organization, we can help with a proven 3-part strategic planning process that is simple for you to implement while achieving efficient results.

To learn more, please contact Dutra Associates at Sherry@DutraAssociates.com.

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 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.

In Search of Whitespace

July 1, 2022 By Sherry Dutra Leave a Comment

A number of years ago, I had the opportunity to be in attendance for a talk by Juliet Funt, who is the founder and owner of WhiteSpace® at Work. She was inspiring! Recently, as I was speaking with a client about the current challenges he is facing in the workplace, Juliet’s talk came back to mind. In a completely engaging and amusing way, she made the case for whitespace in our days. What exactly is whitespace? As described by Juliet, it is a purposeful, freedom experience for the mind; an opportunity for the mind to dance, play and end up at unexpected junctures that serve us. It is setting aside time and thought for which you have no specific plans.

Our typical workdays are comprised of “reactive busyness”. This brings to mind notions of fire-fighting and problem fixing that, while giving us the illusion of getting things done, are really lots of activity without necessarily true productivity. Juliet indicated that “we have no relationship with thoughtfulness as a key to success in the workplace”. What is missing, she indicated, is whitespace. Pointing to benefits such as, developing more game changing ideas; increasing productivity, creativity and engagement; being more calm and present; connecting interpersonally; she suggests that we must “redistribute effort and excellence” to allow whitespace in our days.

To redistribute effort, consider letting go of some things. We often hold on too hard for a variety of reasons. Ask yourself: What can I let go of in my life – both personal and professional?

What baby steps can you take to stop responding as if each email and text is urgent?
Do you really need to attend every meeting you’re invited to?
Can you truly get your work done if you are in back-to-back meetings all day?

To redistribute excellence, it’s time to curb your perfectionistic tendencies. Perfectionism is a real talent and we must make choices on where we will spend that talent. Ask yourself: Where could good enough, be good enough?

So, where to begin? Start small – manage your calendar to create whitespace; appreciate the forced whitespace that comes when stuck in a traffic jam. According to Juliet, if you’re aspiring to whitespace and give it value, you are ahead of 90% of others in the workplace. Be creative and design a little whitespace that works for you and watch your success grow!

Enjoy Your Vacation: How to Detach from Work and Return Refreshed

June 1, 2022 By Sherry Dutra Leave a Comment

Summer is almost here and hopefully, vacation plans are in high gear! Yet, what is ideally a time to rest, renew and refresh can become a time filled with stress. Why? Because, though you may be physically away from the office, work may still be taking up precious space in your brain. Projects in progress, never-ending to-do lists, that upcoming difficult client meeting, emails piling up, all vie for your attention.

Here are a few tips to help you detach and truly refresh, physically, mentally, and emotionally.

Plan

While it may seem obvious, take the time to identify the key people who need to be aware that you’ll be out. Ensure that each person has what they need to carry on while you’re away. Doing this at least a week prior to leaving allows time to iron out any questions that arise.

Review what is coming up during your first week back in the office. What steps can you take before you leave to prepare for those meetings and deadlines? Upon your return, a quick refresh will be all that’s needed.

Block at least the morning, if not the entire first day back in the office. Doing so, provides time for you to review what has transpired during your vacation and prioritize what truly requires your attention.

Enable Your ‘Out of Office’ Autoresponder

This simple practice goes a long way toward reducing stress during your vacation. In your ‘out of office’ message, advise people that you will be away and who to contact in your absence. If you work as a solopreneur, advise people of when you will get back to them. This sets a clear expectation that you will not be responding immediately. Most situations can truly wait a few days for your return.

Then, allow yourself to scan your emails, for no longer than 30 minutes, at the beginning or end of each day or so. While this may seem counter to what I’ve suggested above, it gives you the opportunity to scan for important issues and respond with a quick note, if absolutely needed. This is also the chance to delete spam and move emails to folders for review when you return. There is stress relief that comes from knowing that you won’t be returning to an inbox filled with hundreds of messages. The key here is to stick to no more than 30 minutes and then shut off the device.

Set an Intention

Create a vision of what you will be doing during vacation rather than what you won’t be doing. When you focus on the fact that you won’t be working during vacation, you are actually keeping ‘work’ at the forefront of your thought process. If, instead, you focus on what you will be doing, such as hiking, playing games with your family, seeing new places, experiencing exotic foods, sitting by a firepit toasting marshmallows, relaxing on a beach – whatever excites you about this vacation – your mind will be filled with these activities. Thoughts of work will be less likely to intrude.

Despite your best intentions, thoughts of work may still pop up. If that occurs, have a plan in place for how you will manage those thoughts. Pick up a book, work on a jigsaw puzzle, go for a walk. Select a strategy that works best for you to shift the intrusive thoughts to focus on the non-work-related activity.

Final Words

Taking time off is shown to significantly increase levels of happiness and overall quality of life while reducing stress. Additionally, research from Project: Time Off, 2016, shows that “if you take 11 or more of your vacation days, you are more than 30% more likely to receive a raise”¹. So, there go those ideas that working harder and taking less time off makes you more successful at work.

Bottom-line: When are you taking your next vacation? Mine is already planned. How about yours?

¹ Shawn Achor and Michelle Gielan. “The Data-Driven Case for Vacation.” HBR.org, 13 July 2016.

There’s an Uptick in Retirements: Is Your Organization Ready?

March 3, 2022 By Sherry Dutra Leave a Comment

The conventional wisdom has held that 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 loss of expertise and knowledge was already having an adverse impact on many organizations. Now, the impact of COVID-19 has accelerated that trend. According to a Pew Research Center report, the pace of retirements amongst baby boomers in 2020 (3.2%) more than doubled the 2019 rate (1.5%).

On the one hand, 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. On the other, how prepared is your organization for a more rapid brain drain?

Based on pre-pandemic 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, especially as the trend ticks upward. 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 Stance – 5 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.
Provide professional and leadership skill development to your employees to develop your associates and prepare those great managers. The on-going opportunity to build on strengths and expand one’s comfort zone through training and development programs advances the growth of your internal talent pool and demonstrates your commitment to their success.

It is a critical time to proactively address the seismic shift that is accelerating 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.

Losing Employees? – Try This Simple Leadership Approach to Engage and Retain Your Team

January 3, 2022 By Sherry Dutra Leave a Comment

“The Great Resignation” is something that we are hearing and reading about on a regular basis. Now, more than ever, employees are leaving their roles at an amazing rate – in May of 2021 alone, 3.6 million Americans quit their jobs. According to Gallup, “48% of America’s working population is actively job searching or watching for opportunities”.

While the term ‘employee engagement’ can sound like just another buzzword, it’s anything but. For U.S. employers, the lack of employee engagement is estimated to result in $450 – 500 billion in lost productivity on an annual basis. For over 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 2021 research, Gallup has reported that 36% of U.S. workers are engaged, 49% are not engaged, and 15% are actively disengaged.

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

As you begin the new year, 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.

Shifting Your Relationship with Stress

October 11, 2021 By Sherry Dutra Leave a Comment

Change is inevitable – after all, nothing really stays the same. But in today’s challenging times, it seems like we’re on “uncertainty” overload, never knowing what will happen from one moment to the next.

With uncertainty comes stress and confusion, and while most of us would be quick to say that we want less stress and more certainty in our lives, what we really want is less of a stress reaction to what life throws our way.

We can’t choose what happens to us – but we can choose our responses to the situations we encounter. Let’s take a look at five different responses that people have to stressful situations. As you read, you may want to think of a recent stressful event or news that you may have received, and see what your reaction to that event can teach you about how you habitually respond. You may have one type of response at work, and another at home, or you may react differently depending on who else is involved.

The first and all too common response to stressful events is to suffer and be a victim to it. People who respond this way don’t take action. Things happen TO them – and though they may complain and be generally miserable about it, they don’t take any steps to do anything. They allow life to control them, instead of the other way around. This way of responding is certainly not recommended, and eventually, it will take its toll on one’s physical and mental health.

The second type of response is to accept the situation. Someone with this response may say “so what,” or perhaps get some perspective on the situation by asking if it will matter in a year – or a week – or even in a day.

The third way to respond is to actually take steps to change the situation – taking action to bring it to resolution (or at least move toward resolution). This is a very powerful response, and one that many effective leaders employ.

The fourth way to respond is to avoid the situation. People responding this way make a decision not to get involved in a situation that they don’t see as concerning them, or upon which they can’t make an impact.

The fifth and final way that people generally respond to stress is to alter the experience of the situation. When we look at a situation differently, the experience itself changes. Changing perceptions is probably the most challenging of the responses, because we tend to be stuck in our own interpretations and assumptions about what’s happening, but it is also perhaps the most powerful of all.

It’s your world, and you can create it as you wish. Remember, what one person sees as stressful, another person barely notices, or sees as exciting and full of opportunity. How are you going to choose today?

Your Network: A Future Focused View

August 23, 2021 By Sherry Dutra Leave a Comment

When you consider your network, you likely look at those people you already know and consider ways in which to nurture and grow these relationships. Frankly, doing so is an important part of building and maintaining a vital network. However, where you can go wrong is in limiting your approach to only those people you already know and neglecting to consider important connections, you may need to develop, that align with your career vision.

To take a more powerful view of your network, look out to where you’d like to be in your career in the next three to five years and work backwards from there.

Here are a few practical steps to guide you:

Give yourself time to consider your ideal career, three to five years from now.
If you achieve your vision, who will be the people you know and who know you? Be bold here. Consider the leaders in your field as well as in your community.
Now, working backwards, write the story of how you developed a relationship with these people. What projects did you work on? Which professional associations were you a part of? Who were the people that made pivotal introductions for you? What did you do to ramp up your professional development? What leadership roles did you take on?
In what ways do you want to show up differently to attract the people and opportunities that will make your story a reality?
What is the most impactful step you could take now to start expanding your network in a powerful way that aligns with your desired future?

Consider this a twist on the traditional view of networking. Rather than starting from where you are, step into the future, and work your way backwards.

This approach can feel a bit intimidating as it may call upon you to step up your game and reinvent how you show up.

Yet, if you want to reach your career aspirations, then you must be the type of professional that you’d like to attract into your network of relationships. The steps outlined above encourage you to assess how you show up now as a leader and how you need to show up to attract the professional network that will support you in reaching your dreams. And, in the process, you will have the opportunity to help others do the same.

Adapted with permission by Center for Executive Coaching.

Choosing Your Path to Career Fulfillment

August 2, 2021 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 2020 Gallup Study indicated that, while employee engagement has risen slightly, to 36% in the U.S., we still have 64% of the workforce in a state of disengagement. 51% 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. 13% 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 64% 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.”

Why the Best Leaders Develop Mindfulness

June 29, 2021 By Sherry Dutra Leave a Comment

What have Google, Samsung, Aetna, SAP, and P&G all got in common? All of these world-class organizations recognize that one of the fastest growing segments of our working population is burnt out leaders. They responded to this by implementing mindfulness leadership programs to help their leaders not only excel in work, but in their personal lives as well.

Decades of solid research show a direct connection between mindfulness and emotional intelligence in leaders and the bottom-line results they achieve. Being good at ‘what you do’ is no longer enough…you must also be resilient enough to effectively manage your emotions, reactions, and decisions in challenging business situations – and to help the people you manage, or work with, to do the same.

Great leaders are always searching for ways to take their leadership practices to the next level. Mindfulness has been the source of much focus over the last number of years and organizations worldwide are now realizing that sometimes there is more to a successful leader than meets the eye.

Developing emotional intelligence and mindfulness can truly transform the impact and ability of a leader. Following the Genos Leadership Model:

When you develop self-awareness, you become an Aware Leader. Aware leaders understand the impact that their behaviors have on others. They are consistent in what they say and do, and they demonstrate awareness of their mood and emotions.
Developing awareness of others allows you to become a more Empathetic Leader. Empathetic leaders make team members feel appreciated and adjust their style so that it fits well with others. They acknowledge the views of others and balance achieving results with others’ needs.
Working on authenticity creates more Genuine Leaders. Genuine leaders honor commitments and promises, they are open and honest about mistakes, and they facilitate robust and open debate.
Leaders high in emotional reasoning make Expansive decisions as a leader. Expansive leaders consult others in decision making, they make ethical decisions taking the bigger picture into account.
Leaders that work to develop self-management are Resilient Leaders. Resilient Leaders manage their emotions well in difficult situations. They strive to improve their own performance, and they learn from their mistakes.
Effective leaders that inspire performance become Empowering Leaders. Empowering leaders provide constructive feedback, maintain a positive work environment, and facilitate team member development and career advancement.

Do you or the leaders in your organization need to develop the above behaviors? They can do so by participating in the Genos Mindful Leader Program facilitated
by Dutra Associates, LLC, a Genos Certified Practitioner.

If you’re interested in hosting a Mindful Leader Program in your organization, please contact Sherry Dutra at Sherry@DutraAssociates.com or call 603.595.1588.

Article in collaboration with Genos International Europe.

3 Keys to Maximizing Business Value

May 4, 2021 By Sherry Dutra Leave a Comment

How ready is your company to be sold? If yours is like most, there is probably much to be done. A primary reason for the lack of readiness is that the business is often too dependent on the owner. Consequently, millions of business owners will never maximize the value they have worked so hard to create over years and years of effort.

To prepare your business to be sold for top value, consider these three keys:

Develop the right mindset. Your success largely depends on what goes on between your ears. Many business owners stumble into a trap of keeping their businesses dependent on them. Have you ever said or thought, “I can’t trust anyone to do the job the way that I would”; “It’s got to be perfect”; “This is my baby and I can’t give up control”? Business owners who realize the most value for their businesses have a different way of looking at things. They empower others to take on more responsibility and trust their decision-making. They give up full control. They refrain from micromanaging. They recruit people who are smarter than they are and provide the time and resources to prepare and develop them for senior roles.
Create the infrastructure to recruit, retain and develop leaders who can seamlessly keep the company growing on their own. A company that establishes a strong infrastructure sets the stage for success by making it possible to develop a talent pool of leaders who are capable of successfully running the company without you. Key elements of this infrastructure include:
- clear roles and responsibilities,
- performance metrics for accountability,
- a clear organizational chart,
- a recruiting process that brings in top talent,
- a talent development process,
- a culture that engages and retains talent,
- clear career paths for key roles,
- systems and processes that allow for efficient company operation,
- a performance management system that is fair and stretches people to grow and
- the encouragement of behaviors that create cohesive, team performance.
Implement an ongoing succession planning process that continues to develop and grow new leaders. Once you have the previous pieces in place, the final puzzle piece is an ongoing succession planning process. In some businesses, succession planning is only visited when a need arises, such as the retirement of an executive. Instead, succession planning must be a regular process to identify high potential performers, develop them, and continue to challenge them with the learning, assignments and opportunities that will prepare them to move up.

Companies that have done the hard work to have these three keys in place are in a position to keep growing. Consequently, the business owner is now freed from the weeds of day-to-day operations and can focus on strategy and setting standards of excellence. Also, when leaders within the business are empowered, it offers the owner a better integration between their work and personal life. Finally, the company is made more valuable with these elements in place. This sets the stage for the owner to gain a substantial return on their investment of time and effort over the years and to leave behind a thriving company for their team.

Adapted with permission by Center for Executive Coaching