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Leading From the Front … or Not

Being an effective leader requires a keen awareness of the situation. One size never fits all. Among the many choices leaders have to make, a very pivotal one involves what leadership position to take. Therefore, today we explore the question of whether to lead from the front or lead from the rear.

To set our footing, let me define the two options.

Leading from the Front

This brand of leadership is the kind we see often depicted in movies. Mel Gibson, in The Patriot, grabs the flag and rallies the troops when there is a break in the front lines. He’s right up there, standing tall, waving the flag, yelling “follow me!!!”

The Patriot – Mel Gibson

In business, the follow-me style leadership is usually found in organizatinal cultures where there is a large dose of command and control thinking. Employees are programmed to wait for direction. There is very little empowerment. Seldom does anyone ‘step out’ to take a chance.

Often these cultures are found in large scale engineering or manufacturing environments. On one hand it makes sense. You wouldn’t want employees being creative at the controls of a refining process. Things need to be prescriptive for everything to operate smoothly and efficiently, not to mention safely. Plans and specs need to be followed or severe consequences may happen.

Leading from the Rear

This style of leadership is not really opposite in thinking, just different. Leading from the rear represents the situation where the workteam is fully capable, empowered, and somewhat autonomous in how things need to happen.

One exmaple might be a large regional sales force. Sales reps need to be out in the field making calls and meeting prospects and clients. They should know the guiderails, but are expected to operate with a degree of independence, only checking back in when a truly unique special request comes up.

The sales executive can lead from the rear, providing the guiderails and encouragment, but otherwise staying handsoff on the effort.

Where Things Get Tough

In larger companies, managers usually get assigned to lead roles. They get placed into teams that are already operating together. Sometimes there are company reorganizations where teams get scrambled, but even then, managers haven’t really picked their teams.

What this means is, you as the leader must evaluate what your team needs. Do you need to lead from the front or from the rear? Figuring out the best approach helps solidify your role and your effectiveness as the leader.

Executives who join a new company (new to them) must navigate this landscape too. Missing the mark can seriously delay your progress.

Here’s How It Plays Out

If your leadership style is to empower and naturally lead from behind, applying that to a team who craves leadership from the front can cause fear and doubt in your team. If they are waiting on being told what to do, your expectation that they figure it out only causes confusion.

The more you encourage them to choose their own path, the more likely they are to withdraw and shrink away from the work. If they want to do the right hing, but you’re not telling them what that might be via speciifc assigned tasks, they will freeze.

On the other hand, if you are more likely to opeprate with a command and control approach, leading from the front, independent thinkers and doers will balk at your authority. They will object to being told what to do.

It becomes a balancing act. Good leaders adjust their style to the situation. If your team needs speciifc direction (you leading from the front) but you’d prefer them to be more empowered, then you have to coach them there. You have to coax them into understanding being empowered.

There needs to be a demonstration of good permission and protection. The leader gives permission to try things new while offering protection if things don’t work out just right. That way, the employee is not penalized for agreeing to step out and try something foreign to them.

Choosing Right

In most cases the need to lead from the front or from the rear can be figured out by simply asking the team about how they like to operate. If however, the team is new (due to a reorg), they likely have not found their identity yet.

The leader can help cast that vision and purpose. Then the pieces may come together naturally. If however, it is not yet clear, then the leader must dig deeper into the talent they have around them. By having one on one sessions you can glean the best ideas for structuring the team, leveraging the expereince and motivation each member brings.

The core message here is to be nimble as the leader. Don’t force your will on the team either way. If you prefer leading one way, but they want something else, be agreeable to make that pivot. You can begin shaping them to go the other way in time. Take advantage of the growth opportunity in yourself.

Use the situation as a personal stretch goal. You might just realize you like the view.

trust at work

PS – My new book “Trust at Work” is available a popular retailers in print and online. In the book, Roger Ferguson (co-author) and I explore the Team Trust Model. We explain the model and share examples of when and how it can work. Plus there are over 30 tools manaegrs can use to help gain trust with your team.

Working the Plan – Step 3 in Team Trust

Leaders responsible for teams must cast a solid vision to define the purpose for their team. Your team needs to know why the team exists. Every good purpose needs a plan. How are we going to execute the vision we just agreed to pursue? Purpose and plan are critical parts of building team trust.

Leaders who have great vision need to translate the vision into a plan; an action plan. You can pull your team together to create the plan. That’s perfectly fine. But plan you must.

The plan helps map out the next steps, milestones, contingencies, and a host of other critical factors that cause your likelihood of success to rise. As the old saying goes, without a plan any road will get you there. You probably don’t want to travel some of those roads. That is why a plan helps.

Step 3

In the Team Trust Model, Step #3 is the Plan.

team trust model diagram showing all the steps

The questions your team members and employees may be asking about the plan include the following examples.

What are the steps to achieve results?

What does a ‘win’ look like?

Can I agree with what you think we’ll be doing to go from A to B to C?

Does the plan make sense to me?

Does anyone else think this plan is crazy?

Is there something we already know about a step in the plan that won’t work?

How can I comment on the plan?

Do you want my feedback?

A Story from the Field

During a coaching session on team trust, one client who was responsible for a large regional sales organization spoke about his plan. It involved a cradle-to-grave process for their sales cycle. The plan started with prospecting and funnel management, then went into client onboarding and order entry. Ultimately the plan ended with various aspects of client support and service obligations assigned to the originating salespeople.

After thinking about it, he said “Wow, I really should be doing more to look at this plan when I’m hiring people. I generally look for personality but having folks who can serve these other needs is very important too.”

Viola!

There’s another reason to have a well-articulated plan.

The plan gives you the path to get work done. You deliver on the plan. You work through the plan. Without a clear blueprint for success, your team will get stuck wondering what to do next.

Doing the Right Thing

There is one thing I’ve learned in all my years of executive leadership, it’s about the people. Assuming your hiring process is reasonably reliable i.e. identifying good talent suitable for what you need to do, then the team you build will want to do the right thing.

If you as a leader don’t show them what the right thing is, they freeze. Because they want to do the right thing, they definitely don’t want to do the wrong thing. Therefore they tread water, running in place not doing much of anything.

Your plan helps them understand the next steps that amount to the right thing to do. Then they can become effective at the work.

There is obviously a lot more you have to do managing the effort, but without clear definitions of what a win looks like and what success can mean, your team will struggle to move forward.

The more you can do to articulate the right plan for the work you need to be done, the better your chances of having a team that can trust the plan and is willing to commit their dedicated effort to get there. This is the way to build team trust.

trust at work

Copy These 5 Communication Skills From Top Leaders

Do you struggle with communicating effectively? Communication is a key part of success at work or in other parts of your life. Top leaders have practiced and mastered the skills that enable them to communicate so well. Luckily, you too can learn these same skills!

Follow these strategies to practice essential communication skills:

Learn to Listen

Top leaders know that listening is a crucial part of communication. Learn to love listening and engage in the stories of others.

Try to really pay attention during a conversation instead of being distracted by your phone or another device. Have one conversation at a time to give each person your full attention. 

Practice retelling the person’s story in your mind to get better at listening.

Everyone wants to be heard. Others will notice that you’re listening to them and will go away from your conversations thinking what a great communicator you are when all you did was listen.

Avoid Slang and Informalities

It’s normal to use slang or other types of informal language while talking to friends or family. However, business usually requires a more formal language set. Pay attention to who you’re talking to and make the necessary adjustments.

Slang, acronyms, and informalities can also make some people feel uncomfortable, especially if they’re not familiar with them.

Focus on Being Brief

Top leaders know that you don’t have to make a long speech to be effective.

Practice being brief and getting your point across with fewer words and less time. People appreciate brief conversations and respect others who don’t go off on tangents.

However, ensure you’re still providing enough information while you talk. You don’t want to be vague or miss important details.

This skill may take time to develop, so practice it often. The next time you have a conversation, try to get your point across with less talking. Try to summarize the important parts and only focus on them while you talk. 

Pay Attention to Other’s Emotions

When you talk, take note of how the other person is reacting. Words are powerful, and communication can affect people in many different ways.

You may want to learn psychology to understand emotions better.

Show sympathy and empathy when it’s appropriate during a conversation.

Look at things from the other person’s point of view without criticism or judgment.

Be Charismatic

Communication is easier for charismatic people, but you can learn this skill.

One of the most important aspects of charisma is confidence, but not arrogance or self-righteousness. Confident communicators know their value and worth, but they’re also respectful of others.

Another facet of charisma is optimism, and it’s also a big part of communication. Even if you’re having a difficult conversation, focus on something positive. Top leaders are good at finding the silver lining.

Charismatic communicators are interesting, but they also share interesting information with others.They focus on innovation and new ideas that give people a spark.

Summary

You can learn to communicate more effectively by following these tips from top leaders. Practice these skills as often as possible. You’ll have many opportunities each day. Every time you have a conversation with anyone is an opportunity to practice a little more. And as you know, practice makes perfect!

Top 10 Essential Leadership Skills

leadership banner

It’s all about skills in the modern world. It’s never been more challenging to be a leader than it is today. Markets and entire industries are changing rapidly. For any leader to be successful, it’s important to have the proper skills.

There are thousands of books describing good leadership. You can find lists of skills and attributes in most of those books. But if you want to be a good leader, you need to find a solid list and get busy embracing what it says. Many of the names and terms are interchangeable. So find a good list and run with it.

Many of these skills are evergreen. For example, leaders will always need to be able to communicate well and delegate tasks. Some are table stakes. Take heart that your leadership skills will be valuable for a long time!

Here is a good list to start with.

Shore up these 10 leadership skills and protect your future:

The ability to motivate others. Great leaders are great motivators. Think about how you motivate yourself. It’s not that much different to motivate someone else.

Communication skills. Leaders must be excellent communicators. This includes public speaking, addressing small groups, and one-on-one. Remember to practice good listening skills. Fortunately, educational materials abound and there are plenty of willing victims to practice your skills upon.

Delegation skills. You can’t do it all alone. Many high-achievers have trouble letting go and giving up control. You must be able to trust others and use them in the most effective way possible. It’s not enough to just delegate, you must delegate assignments to the those who will excel in that particular task.

Create the proper culture. Leaders must create a culture that matches the industry and the employees. A Wall Street investment bank has a different culture than an elementary school or a pharmaceutical company. Even departments may have their own unique culture.

Adaptability. The challenges facing leaders change regularly. Industries change. Customers change. Economic conditions change. Technology is rapidly changing the way organizations do business. Leaders have to be able to evolve to meet the changing landscape.

Still more leadership skills to consider

Time management. Leaders are busy. There’s always more to do than there are hours in the day. Choosing the most important tasks and making the time to complete them is paramount. Time management skills are easily learned, but don’t come naturally to many people.

Relationship management. Great leaders have strong relationships with their direct reports, hourly employees, executives, and customers. The stronger your relationships, the more you can accomplish. During great challenges, your relationships can make you or break you.

Change management. Leading an organization or department through change is a valuable skill to develop. As companies add technology and reduce workforces, change comes more rapidly.

Be a good follower. Leaders have to follow, too. Leaders that don’t follow are considered dictators. Once you inspire a team, they become largely self-sufficient. It is then your job to follow and provide occasional guidance.

Poise. Leaders face challenges. Poise is a necessary trait for a leader to possess. Without poise, small challenges become bigger, and employees lose faith. When you’re stressed and panicked, your employees are uncomfortable. Build your poise if you want to excel as a leader.

How do your skills measure up?

You can try to predict your success as a manager from this list of skills.

Leaders are much more than Managers. Good managers run processes. Leaders inspire people.

Build your leadership skills and your long-term results will be enhanced. Even with all the big changes in modern businesses, leadership skills continue to be highly valued in the workplace. Great leaders are always in high demand.

If you need help working to understand these or any other leadership skills, I can help.

I offer a free, no-obligation, no upsell exploratory call so you can share your needs. Then we can talk about ways to help. Just click Https://DougThorpe.com/chat

More Than a Sales Trick – What is WIIFM?

sales pitch

Many sales training programs teach a principle called WIIFM. Have you heard it? Know what it means?

It stands for “what’s in it for me?” The concept says a good salesperson must be prepared to answer that question on behalf of the prospect.

In other words, if I am the salesperson, it’s not about ME. It’s about my prospect. I’m supposed to get out of my own story and think about their story.

The prospect will ALWAYS be asking what’s in it for me? They don’t care how slick, smooth or smart you might be. (That helps for sure, but is not enough to win the deal.) You have to answer their questions using their terms AND their story.

It’s not your story.

It also applies to Leadership

I have discovered there is a similar powerful application of the WWIFM idea when coaching leadership development. Clients often ask, how can I be better at engaging my stakeholders or being able to influence ‘up’ the organization.

The answer? WIIFM.

Think about what’s in it for them. Why should they be listening to you? It’s not enough to try to impress people with your skills and knowledge.

You have to approach them on their wavelength, their mindset, using their standards for communicating. Some might call this “know your audience.” I like that too.

If you engage others using the WIIFM mindset, you can become more effective at delivering the value proposition you are responsible for executing.

Delivering Value

You see, we all go to work to create and deliver value. It might be tangible goods, services, or more academic thinking, but it’s incremental value being added to the overall value chain of your business. Otherwise, why should you be there?

If you’re not delivering value in some form or another, you are expendable. The faster you figure out how to demonstrate that value-add to your business partners and stakeholders, the better you will be.

So stop trying to be the resident expert pushing the cart up the hill. Rather think first about what that stakeholder really needs. Get them to share with you the key questions in their mind. While these questions help resolve the WIIFM for your stakeholder, you also need to explore how they engage.

Recently a client was telling me about one stakeholder who never responds to their internal instant messaging system. I asked if anyone else experienced that pushback from the stakeholder. Sure enough, others also complained this person never responded to IM. That’s a clear signal they don’t like that tool. How about an old-fashioned face-to-face?

In the process of learning your audience, ask them how they prefer to engage. In today’s fast-paced world of slick tech tools, there are so many options.

Do they like internal messaging systems, emails, or periodic face-to-face meetings? Figure out the most desired medium for them to receive information. Then stick to that answer.

Senior Execs Need More

The more senior the person you need to engage, the more likely is their sense of WIIFM. They are making split-second decisions about how to spend their minutes each day. If they can’t see a quick and obvious WIFFM answer, they will cut you off and send you away. It doesn’t matter how slick your PowerPoint was going to be.

Plus you should never take that kind of rejection personally. It’s just their way of subtly saying, “…you didn’t answer my WIIFM. Get me a better answer for that and I’ll engage.”

I had a mentor who taught me the phrase “Be bright, be brief, be gone.” The better I perfected that technique the more often I was getting asked to the senior executive floor for consultation. It was obvious I was doing a better job of answering WIIFM.

You can too.

Characteristics the Brand Ambassador for Your Company Must Possess

company branding title

Most organizations and companies have discovered that having a brand ambassador is the winning formula that will help them build a strong brand identity and a consistent ability to reach out to customers. This formula helps to humanize brands and build a relationship between the business and consumer that would have otherwise been impossible to achieve through other strategies.

Your business may not be ready to create a position of brand ambassador, but there are services available. Wanting to employ a service like this for your company is a wise decision. However, not every brand ambassador company has all the attributes that will help push your company forward.

We believe you know this; hence, you need a reliable top brand ambassador company that will surely deliver. But, even if you choose from the myriads of these reliable companies, you will need to assess the agent assigned to you. Therefore, here are some of the characteristics that any good successful brand ambassador must possess.

Marketing Knowledge

Any brand ambassador worth their salt must have a keen understanding of several marketing strategies as well as core principles. This will help them display an original approach towards your customers.

The educational qualification of a brand ambassador is not necessarily something grand like a Master’s Degree. Experience will help here more than formal education. However, if your company requires something more, then you may as well look for someone with a higher educational qualification.

Passion

Great brand ambassadors should be able to display a genuine passion for the products or brand they are representing. Before anyone can succeed at branding, they need to effectively communicate their enthusiasm for the product or brand. It is this passion that will influence their followers and their purchasing patterns.

Also, if the ambassador has enough passion, he/she/they would be able to gather enough expertise that would enable him to advise the consumers accordingly. A healthy relationship between the business and the consumers can be better improved and made more effective by the ambassador’s passion.

Professionalism

Another characteristic someone representing your company must have is professionalism. This person is a representative of your business, and like it or not, people will believe that their behavior mirrors the behavior of the company. Therefore, you need to get someone that would positively represent the company.

Professionalism involves displaying a genuine concern for every individual’s feelings and ideas. It also means that the person would be able to maintain an effective networking strategy. You can read this article on how to become a solid networking expert. Your representative should also be able to maintain professionalism by engaging the customers with questions that will display authentic intentions and help gain their trust.

Trustworthiness

The person you choose to represent your business would need to create a solid and lasting relationship with your customers. They would have to ensure that the customer stays loyal to the brand because as we all know, the loyalty of the customer to a large extent determines sales.

Therefore, any person representing your business should not just only cause the consumers to feel loyal to the company, but they should also be loyal and trustworthy. People mostly give trust when they frist receive trust.

Creativity

This is what will help them increase sales when the business is not making enough sales. Consumers may at some point get interested in something else like a new competitor. How your representative can add a spark of freshness and newness will help maintain and even increase sales.

So, you have to be on the lookout for an ambassador that would not blend in but rather stand out; one that would be able to devise methods to make marketing unique and fun.

Online Presence

In our world today, online platforms and the internet are major vehicles that maintain and promote various products’ awareness. Therefore, your representative must have an online presence that would enable him to communicate the products to their many followers consistently.

You can visit https://blog.hubspot.com/marketing/online-presence to learn how to build your online presence. A representative that can boast of an online presence would need to have gathered a large following on strategic online platforms. He or she must not only have a large following but must also be able to influence them positively in favor of the brand.

Types of Brand Ambassadors

Another thing you need to know is that there are various types of brand ambassadors. Below are the three major types:

Goodwill

These representatives are usually linked with non-profit or charitable organizations; hence the reason they are called Goodwill Ambassadors. The kind of representative aims to help spread the organization’s morals and message as well as raise awareness about the cause.

Celebrities

Every celebrity has a load of followers; therefore, it is normal that brands use them to boost their sales. These people do not just have large followings, but most of their fans are extremely loyal to them and would go the extra mile to prove it.

So, if a celebrity endorses your business or product, you will surely notice an increase in the popularity and sales of the product.

Promotional

This type of representative usually promotes a brand during specific occasions or events. Therefore, the branding is often a live experience.

Conclusion

Having a brand representative is a wonderful idea for any organization or company as it will go a long way in humanizing the company. However, for the efforts of the representative to be effective, he or she would need to possess some important characteristics. Some of these characteristics are an online presence, marketing knowledge, creativity, trustworthiness, and so much more which we have discussed in this article.

Top 10 Critical Competencies of Great Leaders

10 great leadership attributes doug thorpe

Great leaders share many common traits. Though criteria for leadership in the workplace can vary from company to company, the majority of effective leaders exemplify certain skills. By focusing on developing these same skills, you can take your leadership abilities to the next level.

Develop these 10 important traits necessary to become a great leader:

Self-motivated. As a leader, it’s important to be able to motivate yourself to take action to move forward toward your goals – whether they’re personal or team goals. Leaders are driven to get things done and they lead their team to do the same.

If you are the leader, you can’t wait for someone else to get you started each day. YOU have to be the spark, the fire to light others up.

The ability to delegate. You can’t do it all yourself. The most effective leaders surround themselves with skilled people, define their responsibilities, and then get out of the way. A single person is quite limited, but many hands can get a lot done. Learn how to share your workload.

This is not always easy, especially for someone who gets promoted up from the ranks. Yet it is vital to your success.

Communicate effectively. You might have a clear picture in your mind of what you’d like to see happen. Unfortunately, no one can read your mind. A leader is responsible for sharing his vision and making his desires known.

  • People can give you what you want when you can communicate clearly what needs to be done.
  • Provide status updates and keep everyone on the same page. Employees lose motivation when they don’t understand the current situation fully.

More Examples

Develop others. Being a leader isn’t just about utilizing others to reach your goals. It’s developing those around you. From a more selfish perspective, the more skilled your employees, the more they can assist you and the company.

  • Share your expertise and help everyone around you to grow.

Be committed. You can’t expect greater commitment than you’re willing to provide. A leader sets the ceiling. Everyone else settles in somewhere below that point. Set the ceiling high and show them what true commitment looks like.

Inspire others. A great leader knows how to inspire others to do their best work. It’s not always easy to inspire those content to simply show up each day and collect a paycheck, but it’s possible. Show your motivation and commitment.

There’s something called discretionary effort. Everyone has it. You can choose to apply it to the work or not. You can meet most job descriptions without ever tapping into discretionary effort. Leaders find ways to tap into this valuable resource in each one of their people.

Even if you’re only able to inspire a few people to do their best, it will make a positive difference.

And here are a few more

Have a clear focus. If you don’t know what you want, you won’t get it. Leaders are clear on their vision and readily share it with others. A clear vision serves as a roadmap. Employees can easily ask themselves if their actions are contributing to the attainment of your vision. Know your focus and communicate it effectively.

Show respect. Strive to treat everyone fairly and avoid playing favorites. Everyone is worthy of a basic level of respect. Ensure that you’re giving it.

Confidence. It’s natural to be drawn to others with confidence. You are viewed as more capable and trustworthy when your confidence level is high. Be comfortable with your skills and your plan.

A lack of self-confidence will limit the ability of others to trust your vision and judgment.

Decisiveness. Leaders make the tough decisions fearlessly and take responsibility for the outcome. It’s easy to make quick decisions when you’re clear on your values and those of the company. If you can’t make up your mind, your leadership skills will be called into question.

Practice by making small decisions quickly and following through on them. It gets easier with practice. You’ll be surprised by how much more you accomplish when you’re able to make a clear decision.

Summary

Leaders are necessary in any organization. Great leaders share common characteristics that you can develop in yourself. Even if you don’t feel you currently possess these qualities, you can grow your capacity to be an effective leader.

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Become a Better Leader: 4 Steps to Boost Your E.Q.

understanding eq

Most of us think of a leader as someone with a great deal of education and experience in a certain area. While knowledge and experience are important qualities, one’s ability to communicate and work well with others is just as important to being an effective leader.

A hot topic on the scene these days is Emotional Intelligence or E.Q. While research and numerous studies have proven the concept, understanding how to use it in your leadership toolkit is another story.

Having a high degree of emotional intelligence (E.Q.) allows you to be able to inspire and motivate others to co-operate with you to accomplish a shared objective and vision. There are several ways that you can strengthen your interpersonal skills.

Try these methods to dramatically raise your E.Q. and accomplish more together:

FIRST

Increase your self-awareness. Self-development is the foundation of excellence. Before you can lead and inspire others, you must first understand your own motivations and behavior.

  • Develop your vision by learning to listen to your inner values and dreams. Trust yourself. Try not to compromise your values to achieve a goal or for other temporary gain.
  • Embrace passion by learning to be motivated by your internal compass rather than external forces and situations.
  • Keep your energy fully recharged, so you can give your best effort. You can stay energized by taking the time to learn what activities re-energize you and which ones drain your energy.
  • Respect yourself. Know the limitations of your body, mind, and spirit and strive for balance between your responsibilities in all areas of your life.
  • Become aware of your flaws and limitations. Seek ways to improve yourself and be open to change.

Next

Strengthen your discipline and self-management. Learning to be responsible for your behavior, attitudes, and actions can raise your performance level as well as help you to build trust and authority with others. 

  • Seek the input of others. Ask how you can help them, or what you need to do differently to communicate more effectively and manage them better.
  • Hold yourself accountable for your actions and performance.
  • Don’t be afraid to delegate responsibilities and tasks. Be confident enough in yourself to surround yourself with talented, qualified people.

Then

Develop your social awareness. Be aware of your own attitudes and the power you have to motivate others.

  • Show genuine concern for others and learn how to actively listen. Doing so will create lasting bonds and a strong team that will work with you rather than against you.
  • Give others a reason to support you and your vision. Let others know when they have done a good job and look for ways to openly recognize and reward excellence.
  • Help others to buy into your vision by making them stakeholders in the attainment of your goals. Seek their advice when setting goals and making plans on how you’ll achieve them.
  • Help others to increase their abilities and fully utilize their talents by providing opportunities for training, scholarship, and self-development.

Finally

Emphasize greater relationship management. Learn how to bring out the best in yourself and others. Utilize everyone’s best qualities and minimize their limitations with effective assignment of tasks and delegation of responsibilities.

Regardless of your education or experience, you can achieve greater success by learning how to use your people skills to fully harness the talents and energy of others. These strategies will allow you to increase your E.Q and inspire others to fully enlist in your cause of their own free will.

The Meeting Before the Meeting

meeting with the boss

There’s a subtle yet powerful way to make change happen. It involves doing your homework and some legwork before a big meeting. I call it the ‘meeting before the meeting.’

Larger businesses often rely upon leadership meetings or Board meetings to make big decisions. The person or teams bringing requests for approval have big challenges to get it right. Rather than waiting for the final big meeting to happen, you need to do prep work. You need to work the process.

The Back Story

I learned about this approach in my banking days. My bank was a bit old school. We had Loan Committees that approved big deals coming into the bank. By this, I mean the loan requests from customers. Millions of dollars were at stake.

Businesses needed the bank to help finance operations and growth. The bank had to make sound and solid loan decisions to keep the bank stable and profitable. It was a difficult balancing act. Loan officers worked very hard to build the banking relationships. When a customer decided to ask for help, it was important for the officer to be able to make things happen.

This meant going to loan committee.

The committee prep work was daunting unto itself. Analysts combed through spreadsheets and the customer financials. Proposals were carefully written and justified. But it would be certain death to go into the loan committee without doing something else first.

The Meeting Before the Meeting

This is where this special step became so important. The meeting before the meeting.

It meant a diligent loan officer would walk the proposal to every member of the loan committee for a one on one review and discussion. Basically the LO was having to lobby a vote from each member.

Our ‘big’ committee, where only the largest deals got done, had a single ‘no’ vote rule. One vote ‘no’ meant disapproval. The customer request would be denied and the LO would have to start over.

From a career standpoint, it was also death to an LO. Not literally, but figuratively. You couldn’t loose many and be considered a good credit person. Your career could hit a ceiling real fast.

However, using the meeting before the meeting helped grease the skids, oil the machine, and smooth the glide. LOs learned pretty fast how to get real good at lobbying their deals. They learned which senior officers asked what questions. They carefully crafted the right answer to persuade each committee member to vote yes.

On one hand, we were in the business to make loans, but we thought they needed to be good loans. There were plenty of ways to make sure that happened. By letting the committee members have a shot at the deal without risking the one no vote, LOs could make adjustments to the package. It helped them gain insights that could otherwise be embarrassing in front of the whole committee.

Then, when the big day came to actually present to committee, it was often more a formality rather than a process. Of course there might be group discussions, but usually everyone already knew what the vote would be. There were seldom any surprises.

Use in Your Business

Regardless of the business or industry you may find yourself, if you have these larger organizational meetings to make big decisions, you can take a page from this book.

By investing in the preparation and effort to garner support via the meeting before the meeting, you can greatly improve your chances of success.

I had a client recently who was responsible for a big organizational change that had been mandated by senior leadership. While the overall change was understood, there were strategic decisions that had to be made by a leadership council. These decisions drove P&L results and impacted vertical lines of business.

It was going to be vital that the council agreed to the plans that had been designed. Otherwise the whole change initiative would have to be scrapped and redesigned.

I recommended the meeting before the meeting. My client and her team got busy arranging the sessions. One by one they huddled with the individual members of the council. All of it was done before the big meeting.

When the day arrived for the vote, the presentation was made (with great edits and adjustments suited for exact satisfaction of various members). The vote was unanimous YES!

My client and her team came away victorious. Champions for the cause for change and recognized for great work to get there.

As we talked after the fact, she shared with me how powerful that little extra effort became. It helped galvanize the change effort. It crystallized the clarity and sealed the deal.

You should try this approach the next time you are trying to push through a big initiative at work. Take time to make these meetings before the meeting happen. You’ll be glad you did.

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Real Leaders Don’t Lose the ‘Person’ in Personality

Whether you own a business or run one for a bigger company, your role as manager/leader is in the spotlight. When people start searching for leadership development tools or management training, you often run into a large segment of the market focused on Personality.

The logic says ‘if I understand my personality, and the personalities of those around me, I can be better leader. Why? Because I can learn to meet them where they are, etc.’

Logic like that is like a 3-year strategic plan. It looks great on paper, it’s a cool workshop to sit in, but what do you really do with the information? Too often it gets implemented poorly and soon forgotten. (I happen to hold a strong bias on the use of common personality tools. Email me and I’ll share that discussion.)

For now I want to challenge you to think about something else.

What’s at the Core

Throughout my coaching career I have often found executives and business owners who struggle with their personality defining the person they think they need to be. Or vice versa. The person they believe they are does not show up when the work gets going. Instead, some different personality appears.

My challenge to you is to consider separating your thinking about the person you want to be from the personality that actually shows up.

Getting a solid grip on the person you want to be has nothing to do with title, role, and financial status. But it has everything to do with the kind of friend, neighbor, and fellow human being you believe you are. It’s about core values, principles, and beliefs. Most leaders, when asked, have a good list defining those things in their personhood.

And, ok, I’m going to say it….

There are some solid jerks in the world (keeping it PG-13). For me, the good news is, I just don’t get many of those folks reading my articles or asking me for coaching. And I’ll never take one as a client.

Instead, I talk with people who are already successful at some level and they want to do more, be more.

The Derailers

First, let’s talk about some common contributors for why personality may interrupt personhood. In the Hogan world we call these ‘derailers.’

One issue that appears most often is the idea that a strength used in excess becomes a derailer. For example, if you are naturally empathetic, you might not drive your team hard enough. Your personality shows up ‘friendly’ and well-intended, but when the going gets tough, people want direction and drive from their boss.

Next, you might be covering something. I don’t mean in a criminal way, but rather in a defensive way. If you are uncertain about a subject, your personality may be too comical, trying to laugh off the tension in the moment. This usually shows up as the boss who cracks jokes at inappropriate times, taking serious discussions off track.

Also, people with highly focused technical ability may come across as too robotic, not enough ‘people’ skill when interacting. Their personality is plastic. Yet when you peel the onion, you find a wonderfully motivated mind wanting to do great things.

The Options

While doing a ‘post-game interview’ wondering what went wrong with a particular situation, you likely may be thinking “I know what I wanted to say or do, but somehow it never came out that way.”

If that is you, then you, my friend, may be suffering from the conflict between person and personality.

First, doing the post-mortem on a meeting or a one-on-one interview can help tremendously to isolate the areas where you are disconnecting person and personality. Do your own analysis.

If it is possible, ask for feedback. Ask for specifics like “When I said ‘X’, how did that strike you?” When you think your personality usurped your personhood, then you have an opportunity to fix it.

When feedback highlights specific gaps, check first to see if the gap is properly covered by those core beliefs and key principles you claim. Not the other way around. Then search for reasons your personality may have thrown up a different solution in the moment. Here are some of those situations.

  • You cracked a joke when you should be serious.
  • You got technical when empathy would have been better.
  • You quoted company policy when a warmer more collaborative idea could have been put to play.
  • You genuinely love your team, but you go to performance issues too often when talking to them.

Ask a mentor or a coach to help you make the distinction between the person you believe you are and the personality that often shows up instead.

Don’t lose the person in personality.

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