Tag Archive for: effective leadership

Building a Bucket List Board: Inspire Your Team With What Matters

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One of the most rewarding parts of my business is the quality of the leaders I meet. One of these leaders is Dean Koeller, CEO of Calvert Home Mortgage Investment Corporation. Mentored and encouraged by his father to build an organization that truly cares, it’s inspiring to walk into his workplace. Invigorating and welcoming, you’ll find his team engaged in lively conversations, sharing ideas and laughter. There is a palpable sense of community. This atmosphere not only inspires productivity, it makes employees feel valued and connected to one another, ultimately cultivating a strong sense of belonging within the organization and a commitment to serve their clients and their community in the same way.

When I asked for an example of how he cultivates such an incredible culture, Dean took me into the lunchroom and introduced me to the Calvert Team Bucket List. Every team member is encouraged to post on the board a project they are pursuing – away from work – that matters to them. You see people climbing mountains, preparing for triathlons, traveling to amazing places, going up in balloons, and visiting grandchildren. You learn what challenges people, inspires people, and is important to them. You learn why people come to work. You learn things that many individuals, hidden behind office doors and computer screens, may work together for years and never know.

Three things I learned about leadership from Dean:

  1. Caring is everything. Dean didn’t do this as a “leadership technique.” Everything Dean does comes from his heart. It’s who he is. Caring is at the core of everything in his organization. He genuinely wants to know people better and the bucket list board is a way to learn about them and celebrate who they are.
  2. Recognizing what matters to people matters. Creating a space to acknowledge what’s important to your team in a unique and authentic way connects people and transforms a company into a community. And a community is a safe place for people to be who they are and be inspired to bring the best of who they are to what they do.
  3. What you give will come back to you – multiplied. Whether you’re celebrating what matters or simply taking the time to listen to and value people, your team will give it their all to build a successful organization when they know you’re giving your all to them. Loyalty, trust, and a commitment to service don’t come from expecting. They come from giving.

The Calvert Team Bucket List Board is an example of a unique method for building a caring culture and it goes a long way in creating psychological safety in his organization. Psychological safety is a crucial element for fostering high-performing teams and innovative work environments. People need to feel safe to express their ideas, admit mistakes, and challenge the status quo without fear of negative repercussions. People need to know it’s expected that they will be who they are. Psychological safety abounds in Dean’s organization and his team thrives as a result.

Four Pillars of a Good Life

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Lindsay Kimmett was an athlete, leader, learner, and aspiring doctor with the skills and ambition to leave a big mark on the world. After her tragic passing on February 17th, 2008, her family and friends, committed to carrying on her legacy and passion for hockey, organized a 3-on-3 pond hockey tournament in Lindsay’s hometown of Cochrane, Alberta, Canada. Known as the Kimmett Cup, the tournament is held annually on the second weekend of February. It grows every year, bringing the community together and donating to local charities while contributing to the Lindsay Leigh Kimmett Memorial Foundation, a non-profit organization dedicated to Lindsay’s memory.

The original organizers of the event knew nothing about organizing a hockey tournament. But they wanted the tournament to reflect who Lindsay was as a person. Today, even though a lot has changed, they still strive to maintain the same principles: everyone plays; play like Lindsay did; bring community together. Lindsay lived by the motto “seize the day”. Today they live out that legacy through Lindsay’s Foundation. To date, more than $3,000,000 has been invested into the community in Lindsay’s name, across an array of both local and global initiatives.

One of the indicators of a good life is that it lives beyond a life – regardless of its length. To live authentically means taking the time to define what it means to live a well-lived life. Inspired by Otto Paul Kretzmann, a professor and pastor of the mid-20th century, I maintain that if a person is to survive, flourish, and stay sane in the modern world, four elements are essential.

  1. Something to live by. A well-lived life requires a set of values that provide guideposts and a framework for decision-making. Focused momentum is necessary for well-being and cannot be sustained by impulsive decisions. Non-negotiable principles guide an authentic life and provide strength and direction.
  2. Something to live for. Life becomes a slog when it consists merely of checking off a daily to-do list. A sense of purpose, a reason for being, and service beyond self-interest give us a compelling reason to get out of bed in the morning and stay engaged with our life.
  3. Something to live on. Money may not buy you happiness, but it will buy you options. Creating an income sufficient to attend to our basic needs and allow pursuits that bring joy are important to a well-lived life. It isn’t just about how much we make, however. It’s also about how much we spend. Fulfillment is hard to grasp amid worry and financial stress. Having the discipline to live below your means and learning to be satisfied with what you have are paramount to a good life.
  4. Something to live with. Something to live by, to live for, and to live on means little if we don’t learn to live with love. A good life is one that is lived wholeheartedly, connected to the important people in our lives. Love is what makes it all worthwhile.

Fostering Well-Being in Times of Mental Fatigue – The Authentic Way

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Brenda is a project manager at a large financial services company. For the past year, she has been leading a team tasked with developing a new product line on a tight deadline. She’s been working 60-70 hours/week, constantly juggling demands from her team, executive, and her clients. She has had to make numerous high-stake decisions under immense pressure. And she is a parent of three school age children.

She now feels completely drained, both mentally and physically. She’s having trouble concentrating and remembering key details. Simple tasks that were once easy now seem overwhelming. She’s getting cynical and detached from her work. She’s getting irritable with both her team and her family and lashes out at them over minor issues. Her sleep has been almost non-existent, and she relies on caffeine and energy drinks to get her through the day. And she’s on prescription muscle relaxants and pain medication for her headaches.

She’s starting to dread going into the office each morning and has considered quitting her job entirely, despite having worked so hard on this project. While this is likely an extreme case of chronic overwork, I hear versions of this story from many people these days.

What’s going on, and what can we do about it?

With fatigue and burnout, we see symptoms such as difficulty concentrating, impaired judgement and decision-making, increased forgetfulness, irritability, decreased motivation, increased mistakes, headaches, cynicism, changes in sleep patterns (e.g. insomnia), and increased absenteeism. I suggest five strategies for dealing with it:

  1.  Recognize. It takes courage to step up and be accountable. However, don’t confuse courage with the temptation of martyrdom. It takes humility – a true evaluation of conditions as they are – to truly be strong. Honestly acknowledge if you have gone from a healthy sense of tiredness that you recover from on the weekend, to real exhaustion. There’s no shame in recognizing that you are burned out. It can happen to anyone who is conscientious and loses touch with their values. Remember: self-centered, lazy sloths don’t get exhausted.
  2. Reach Out. Carrying other’s responsibilities often comes with accountable people. However, it’s not sustainable. The lone-warrior model of leadership is, in the words of Ronald Heifetz, heroic suicide. Each of us have blind spots that require the vision of others. Reach out for help from a guide.
  3. Relate. This may sound strange, but you can make friends with your exhaustion. It’s not your enemy. It’s here to teach you. If you stop long enough to get your bearings – away from the demands of the world – you can befriend your exhaustion and ask it, like you would a friend, what advice it would give you. Write down the guidance you get. It’s possible to create a relationship with, and learn from, your exhaustion.
  4. Reflect. Exhaustion means you have lost connection with your values by allowing yourself to be suffocated by the expectations of others. Getting your bearings includes reconnecting with your values. Make a list of things that are important to you. Now arrange the items in descending order of their importance. Notice where you’ve placed inner peace, well-being, or whatever you want to call it. How important is this to you? What comes before it on the list? Many responsible people don’t make themselves a priority. The way you see yourself is reflected in how you treat yourself.
  5. Renew. You don’t have to change yourself. Living authentically means simply coming home to yourself. It’s that simple and it’s that complex. The healing journey isn’t an overnight venture, but it does start with a single step. Ask yourself, “What do I need to STOP, START, and CONTINUE doing to live a life that is aligned with what truly matters to me?” “What one small decision would make all the difference?” Reflect on how you can make yourself a priority – so that your caring and commitment to others comes from overflow, not emptiness. What agreements will you make? What actions are needed? What support do you require?

Learning About Leadership vs Leadership Development

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What’s the difference between learning about leadership and leadership development?
Being in the leadership development field for many years has taught me that there’s a difference between learning about leadership and leadership development.
It’s like the difference between reading a recipe and cooking the meal. Learning about something is very different than rolling up your sleeves and immersing yourself in the experience. In this case, the difference is the growth experience gained from leadership development versus simply the knowledge that there is such a thing.
Learning About Leadership
  • Listening to a podcast or audio book on an aspect of leadership that interests you.
  • Watching an inspiring TED Talk or YouTube video.
  • Reading a thought-provoking book on leadership.
  • Hearing a good speaker on leadership.
  • Attending a seminar that comes up on your social media feed.
Leadership Development
  • Making a conscious decision to grow as a person and leader.
  • Taking time to get honest feedback on your leadership.
  • Clarifying the gaps between your current reality and your desired future.
  • Defining your goals as a leader.
  • Determining the biggest source of growth in your life.
  • Mapping a plan for your development to help close the gap(s) you identify. This plan could include coaching, a leadership course, and some support and accountability to keep you on track.
We’ve never had more access to information on leadership, but what have you done lately to invest in your own leadership development?
This past month I facilitated our eighth Authentic Leadership Academy, a transformational leadership development experience.
The Academy is built around three fundamental principles:
  1. Inner harmony precedes outer harmony. Everything flows from inner well-being.
  2. There’s a difference between secondary and primary success. Secondary success has to do with position, popularity, public image, and profit. Primary success is about the person you become on the journey. It’s important not to confuse the two.
  3. Connecting with your true nature and expressing it consciously in your life and work requires the greatest amount of change and makes the greatest amount of impact.
The recent Academy was a manifestation of these principles. We created a community of incredible difference makers who were deeply connected to their humanity. Being with these leaders for three days reinforced my belief that being a good leader is, first and foremost, about being a good person.
What was particularly inspiring was observing the growth of participants who came with their teams, knowing that they can take the learnings back to their organizations.

How to Attract and Retain Talent in a Labor Shortage

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After a recent team meeting, I realized I have not been practicing what I preach. We have been so busy these days taking care of clients, filling programs, training SAGE Forum facilitators, keeping our website current, developing marketing initiatives and more – that I have neglected to ensure that we are achieving the authentic alignment so critical to our success.
From my years of experience and observation, I have come to recognize that authentic alignment is the key to attracting and retaining talent. As we navigate challenges from a global pandemic, economic crisis, and high rates of retirement, we face a deeper challenge that’s difficult to see, yet lies at the heart of all others— supporting our people to acknowledge and fulfill their authentic selves. Our deepest calling is to find fulfillment and satisfaction along our path of authentic service and our workplace can provide the perfect opportunity realize this calling.
They say that race car driving is often won not on the track but in the pit stop. In our workplace it is in the pit stop that we take a pause to ensure there is an authentic alignment, an alignment of our values, unique talents, and purpose, with what the organization requires. However, we are usually so focused on driving on the racetrack, we aren’t taking time for a pit stop.
The pandemic was one giant pit stop of self-reflection and even a time to get out of the rat race altogether for some. Indeed, more than 300,000 Canadians have already retired so far in 2022, according to Statistics Canada, up from 233,000 last year. Plus, the number of people nearing retirement age is higher than ever – more than one in five Canadians of working age are between 55 and 64 years old. With the average age of retirement now 64, many more Canadians are set to leave their jobs.
I bellieve that this migration of workers out of the workforce indicates that we haven’t ensured an authentic alignment along the way. If we don’t stop to ensure an alliance between their hearts and the work they do, should we be surprised if one day our people resign? Maybe instead of being surprised that people leave, we should be surprised that they stay.
It’s no secret: there’s a mismatch between what employees deeply desire and what the current workplace is providing. We can realize the importance of culture and let people know that they are valued and appreciated. We can offer a competitive salary and benefits package. We can offer opportunities for development. We can promote a healthy lifestyle and encourage work/life balance and a flexible, hybrid workplace. We can administer yet more employee engagement surveys and keep working at communicating openly and frequently. We can address burnout and mental health challenges and offer effective exit interviews.
While all these actions may make an increment of impact, unless we address the issue of authentic alignment, retention of talent will remain elusive.
I propose that we use “pit stop conversations” and “pit stop agreements” to foster authentic alignment and offer here some sample questions for your onboarding or ongoing relationships.
Pit Stop Conversations:
  • Our mission is focused on… Why is this mission important to you? What meaning does it have for you?
  • Our values are focused on… How were these values formulated in your life? How do they align with your own personal values?
  • How do you define success in your work – and in your life?
  • Describe your ideal workday… What would you be doing throughout a day in your ideal job?
  • Answer this question: “I’m happy when…” (at work and away from work). How does your ideal workday align with what we are offering you here?
Pit Stop Agreements:
  • Here are the behaviors we expect from every team member (including us, as leaders) that demonstrate our values… Can we count on you to behave this way here? Here’s what you can count on from me…
  • What expectations do you have of us to ensure you will stay engaged? What is the best way to talk to each other if we aren’t meeting each other’s expectations?
  • What agreements would we make to each other?
  • What kind of environment do you need to inspire you to come to work every day? What do you see as the leaders’ responsibility to make that happen? What do you see as everyone’s responsibility to make that happen?
  • Have you ever worked in an organization where leaders did not demonstrate their values? How was that experience? We don’t want that to be your experience here. How can we work together to ensure that we live these values?
  • What are things I do that make it hard for you to support me?
Wrapping up
The pandemic and current world disruptions have provided fertile ground for reflection. Many are examining the meaning of their lives and where their work fits into the larger context of their existence. If we, as leaders, don’t take the time to pause and have pit stop conversations and make pit stop agreements, we will continue to have a challenge keeping our best people. While the answers to these questions are not always clear, and we must respect that not everyone wants to be this open with their boss, it’s on every one of us to care enough to earn the trust of those under our care and understand and support their deepest calling. Ensuring authentic alignment requires continual intention, investigation, and vigilance.

Knowing Your Authentic Self

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At the conclusion of my book, The Other Everest: Navigating the Pathway to Authentic Leadership, I tell a Sufi story about a pregnant tigress who chases a flock of goats in search of a meal. As she pounces upon them, she brings on the birth of her baby as well as her own death.
After returning to their grazing place, the goats found the just-born tiger cub and his dead mother. They adopt the little guy and, surrounded by goats as his only models, he began to believe he was one. He learned to bleat and eat grass, even though the grass was very hard on his digestive system.
Months later a male tiger chased the flock, and as they scattered, only the young tiger was left to stand helplessly and bleat.
“What are you doing living with goats?” the tiger asked the young feline.
When the little tiger responded with, Maaaaa, and started nibbling grass, the big fellow was mortified and carried him to a pond. For the first time, the young tiger saw his face in the reflection. When the big fellow gave a roar, the young tiger could only bleat, and the elder tiger said, “No, you have to roar like a true tiger!”
After several attempts, the young fellow could roar fully with the sound of a tiger. That deep, loud roar is what the Sufis say is equal to one human being who discovers his true nature.
As authentic leaders, we must decide if we want to live a mistaken life or live the life we are destined for. The decision to live in alignment with our true nature means deepening our self-awareness.
A commitment to awareness – the will to understand – is a central pillar of authentic leadership. The 75 members of the Stanford Graduate School of Business’s Advisory Council unanimously agreed that self-awareness is the most important capability for leaders to develop.
So, how is self-awareness developed? While attending presentations, reading or listening to books, and investing in leadership training is useful, self-awareness ultimately involves deep personal honesty and asking and regularly answering the hard questions. Self-awareness is like fitness – you don’t get there by going to the gym once a year. It’s a daily habit.
But unlike fitness, self-awareness can’t be done alone. While personal reflection is a component of self-awareness, it’s not sufficient. You can’t see what you can’t see. Your gifts and your blind spots are too close to you for you to be aware of them. You can’t see yourself accurately through your own lenses. A mirror – in the form of a guide, community, confidant, or mentor – is essential to see yourself.
And that’s why I’m excited to be launching the SAGE (Self Awareness Group Experience) Forums.
It consists of a group of ten to twelve like-minded leaders who meet in a virtual four-hour session each month and potentially once a year in a retreat. The group is facilitated by one of our trained and experienced leaders, designed to offer a safe and supportive community to discuss how to authentically navigate any of the issues and opportunities you face.
We sincerely hope you will consider applying for this life-changing program.