Leaders: To socialize or Not

December 30, 2009

I am often asked by students if it is a good or bad idea for a leader to socialize with subordinates outside of work. There are a lot of tradeoffs, and this is a complex question. I break down the variables in this article.

It is often a quandary for leaders to know whether to socialize with workers at after work events. Here are some tips that may help the decision process:

1. It is always situational. There are times where it is expected for a leader to participate and there are other situations where it would be dead wrong for a leader to socialize. You need to use good judgment and follow some consistent pattern.
2. If you have a corporate policy on this subject, you need to follow that. Often the corporate ban on socializing has an escape clause for certain types of events.
3. The most important consideration is whether the employees and you are all comfortable with your attendance. If several people (including you) have some reservations, it is better to take a rain check.
4. If you decide to attend certain types of functions, like for example birthday parties offsite, you need to do the same for everyone when schedules permit. If you attend the party for one person but not another, you will appear to be playing favorites.
5. It would be a good idea to have an open discussion at work about this subject to get an idea how most people feel about it before establishing your pattern.
6. If alcohol is involved, you need to especially wary of accepting drinks. I remember one supervisor who became totally drunk at an event because the underlings kept buying him cocktails. It was a very bad scene.
7. Unless you have a very friendly group, it is best to avoid any activity that involves physical contact, like dancing for instance. You can quickly get into a compromised position quite innocently.
8. Take notice of the habits of other leaders in your organization that you respect. If they refrain from attending social events, then you want to be especially conservative.
9. Try to avoid parties that start out in public restaurants but migrate to one person’s house.
10. Do not participate in any kind of gambling when out with employees.
11. Do not volunteer to take intoxicated employees home. Get them a Taxi cab.

Those are some general precepts that may help you think about the issue more deeply. Here are a few suggestions of how to limit your risk.

1. Consider making a brief appearance near the start of the event, but not participate in the entire thing. This allows you to show respect for everyone, but avoids a lot of jeopardy. Watch the body language carefully to see if people are offended at your leaving early. If so, stay longer, but leave as soon as you reasonably can.
2. The best place to put limits on your outside socializing is when you are at work. Show by your body language and hesitation if you think you might be getting into a compromising situation.
3. Remember even though you are “off duty,” your relationships with the people who work for you is still very much “on duty.”
4. Whenever there is a doubt, always take the most conservative posture.


Interesting Leadership Assessment – “In Vs. Out” Ratio

December 27, 2009

Know your “In Vs. Out Ratio”

Are people striving to get into your organization or are they trying to find ways to get out? It is pretty easy to assess if people want to get in because you will have a long line of individuals contacting you to ask in what way they can join your group. Some people are very persistent, and it is a good sign when highly talented people ask you to keep looking for a spot for them.

The second measure is harder to assess because when people want to get out of your organization, it is not always obvious. The telltale sign is if individuals are “looking for other opportunities.” Usually a leader does not know what percentage of his or her population is trying to find alternate employment. That is because if lots of people want out, there is likely very little trust in the organization.

With low trust, people will hide the fact they are looking for a different job out of self protection. The best time to find a job is when you already have a job, so people can go years while looking around to find a better position. Likewise in an environment of low trust you might be afraid for your employment if your boss knew you were looking elsewhere.

It is obvious that when people are looking elsewhere, they are not giving 100% of their best to the current organization. If there are several people in this situation it can really sap productivity and morale.

So the yin and yang for a leader is that if trust is high, people will generally be wanting in and that information will be rather transparent due to the long line. If trust is low, the number of people wanting out is a hidden number.

My bottom line for all leaders is to ask if they know the ratio of people wanting to get in versus out. If they have a good idea, then they are good leaders. If they have no clue, it reflects poorly on the quality of their leadership. It is a simple and remarkably accurate barometer.


Little Known Leadership Tip

December 22, 2009

Maybe this leadership tip is in a book somewhere, but I have not run into it yet. There is a mistake that I have seen most leaders make multiple times and not realize the damage they are doing to their credibility. It has to do with the delicate time when a leader is assigned a new position and moves into a new area interfacing with different people. The first few days are critical and set the stage for how smoothly or not the transition goes. All signals sent during the first days and weeks are important as both the leader and the new constituents learn how to work together.  Here is the common mistake many leaders make.

Harping on what I did in my previous job

For illustration, let’s say our leader has just been promoted from the Printing Department into the Assembly Department. The new job is in a new physical area and has a different set of people involved. The old leader has retired and left the scene, and our new leader has just brought in the first few boxes of possessions to set up his office. He is cordial to everyone and believes he is off to a great start. This is an important job for the new leader, and he wants to carry on the fine team enthusiasm he was able to accomplish in the Printing Department.

During the first couple days, he attends the normal production meetings. He frequently mentions how delighted he is to now be working in the Assembly Department. When a manager is discussing a safety issue, the new leader offers something like this, “We had the same problem over in the Printing Department, and what we did was set up a sub-team to come up with some excellent recommendations. That saved a lot of time because it could be done off line by a small group rather than have a bunch of meetings with everyone present.” People in the meeting listened intently and nodded appreciatively that there was a fresh idea.

The next day, the leader was discussing the financial closing information and seemed a little uncomfortable. He said, “In the Printing Department we always just showed the data in chart form so everyone could grasp the information easily.” Two hours later he was saying “In the Painting area we had special monitors to ensure the place was cleaned up well before we went home.” You get the idea.

All of the ideas and policies our new leader brought up during the first two weeks were logical and helpful. Nobody in the organization would dare question why they should do these things that the leader brought from the Printing Department. However, by the end of two weeks, this new leader was so far behind the eight ball emotionally with people that it would take nearly a year to get people to really respect and trust him. Why? He was just too forthright with his innocent suggestions for improvements based on his experience in the prior job.
There is an antidote to this common problem. When I would promote or move a manager, I would ask him or her to refer to the prior job only one time in public. Once that chit was played, I suggested the new leader refrain from other references for at least 2 months. This gave the new leader the opportunity to appreciate the good things that were being done in the new area before giving a lot of suggestions for them to be more like his old area. The people never knew the difference; they just seemed to like the new guy quite a lot.


Reinforce Candor or Speak Truth to Power?

December 20, 2009

My Leadership model for building trust has a central element entitled “Reinforce Candor.” This is the ability to make people glad they expressed a concern with a leader’s inconsistency. Usually, people are punished for expressing a concern with the leader’s actions. When high trust and transparency are present, the leader can set aside his or her ego and reinforce the person who challenges an action. Doing so creates a large trust deposit and allows for future trust-building exchanges. When candor is not reinforced, people hide their true feelings and do not challenge the leader, so trust is hard to maintain. Leaders who consistently reinforce candor build a culture where trust grows and deepens.

I was doing a presentation recently and a bright student cornered me on a break and asked why my phrase of reinforcing candor was not just the same thing as speaking truth to power. The question was not easy to answer with everyone buzzing around and the need to take a bathroom break myself, but the question played on my mind.

Later, I went back over the thought process and my notes for how I ended up with the wording of “Reinforce Candor” as the best phrase. I had forgotten how much time and effort I had spent trying to get exactly the right combination of words. The reason I thought “Speak truth to power” was too narrow was that the phrase implies that it is a one way trust building thing. In fact, I believe great leaders try to get everyone in the organization to reinforce candor, so it means not just speaking truth to power but being free to speak truth to everyone without punishment. The boss needs to feel reinforced for being candid with the employee as well as the other way around. We don’t often think about the reverse effect because we have such huge problems getting leaders to understand and do the direct effect.

The second aspect I found lacking in “Speak truth to power” is that it leaves out the magic ingredient, which is reinforcement. Lots of leaders will allow people to speak their truth, but not many have the ability to make people glad when they say something in opposition to what the leader thinks is right. That is why it takes a lot of work and energy to get leaders to understand this magic ingredient – it goes against human nature until the leader becomes convinced of the wisdom in it. Once a leader experiences the incredible trust building impact of reinforcing candor, he or she is inclined to do it more often because the small price to pay for suppressing one’s ego is completely overshadowed as the organization becomes a more real place where people are not playing games with each other.

While my model is focused on the behaviors of leaders (because it is a leadership model and leaders are where the problem resides 99% of the time) the model really needs to be spread to the whole population once a leader fully understands its power.

The preceding information was adapted from the book Leading with Trust is like Sailing Downwind, by Robert Whipple. It is available on www.leadergrow.com.

Robert Whipple is also the author of The TRUST Factor: Advanced Leadership for Professionals and, Understanding E-Body Language: Building Trust Online. Bob consults and speaks on these and other leadership topics. He is CEO of Leadergrow Inc. a company dedicated to growing leaders. Contact Bob at bwhipple@leadergrow.com or
585-392-7763.


4 Common Denominators of High Performing Teams

December 18, 2009

Many teams in the working world have various symptoms of dysfunction. You can observe all kinds of back biting, laziness, sabotage, lack of support, passive aggressive behavior, grandstanding, and numerous other maladies if you study the inner workings of teams. Yet some teams are able to rise above the petty problems and reach a level of performance that is consistently admirable.

I have studied working teams for decades and have concluded that there are four common denominators successful teams share. If your team has these four elements, you are likely enjoying the benefits of a high performance team. If you do not see these things, then chances are you are frustrated with your team experience.

A common goal – This is the glue that keeps people on the team pulling in the same direction. If people have disparate goals, their efforts will not be aligned, and organizational stress will result. If people on your team are fighting or showing other signs of stress, the first thing to check is if the goal is really totally shared by everyone. Often people give the official goal lip service but have a hidden different agenda. Eventually this discontinuity will come out in bad behaviors.

Trust – When there is high trust between team members, the environment is real. Where trust is low, people end up playing games to further their own agendas. Achieving high trust is not simple, nor is it the main topic of this paper. I have written extensively on the creation of trust elsewhere since it is the heart of my business. One caveat is that trust is a dynamic commodity within a team. You need to keep checking the trust level and bolster it when it slips. Constant vigilance is required.

Good Leadership – A team without a leader is like a ship without a rudder. But the leader does not have to be the anointed formal leader. Often a kind of distributed leadership or informal leadership structure can make teams highly effective. But beware if there is a poor leader who is formally in charge of a team. This is like the kiss of death. No team can perform consistently at a high level if the official leader is blocking progress at every turn. The best that can be achieved is an effective work-around strategy.

A Solid Charter – I have coached hundreds of teams and discovered that the ones with an agreed-upon team charter always out perform ones that have wishy-washy ground rules. A good charter will consider what each member brings to the team so the diversity of talents can be used. Second, it will contain the specific goals that are tangible and measurable. Third, it will have a set of agreed upon behaviors so people know what to expect of each other and can hold each other accountable. Fourth, the team needs a set of ground rules for how to operate. Ground rules can be detailed or general, it really does not matter, but some ground rules are required. Finally, and this is the real key, there need to be specific agreed-upon consequences for members of the team who do not abide by the charter.

The most common problem encountered within any team is a phenomenon called “social loafing.” This is where one or more members step back from the work and let the others do it. This inequity always leads to trouble, but it is nearly always avoidable if the consequences for social loafing are stated clearly and agreed upon by all team members at the outset. People will not knowing slack off if they have already agreed to the negative impact on themselves, or if they do it once and feel the pain they will not do it again. This last element of successful teams is the most important ingredient. When it is missing, you are headed for trouble eventually.

There are numerous other elements that can help teams succeed, but if you have the above four elements, chances are your team is doing very well. All high performance teams have these four elements in play everyday. Make sure your team has these as well.


Bonehead Advertising Ploys

December 16, 2009

We are bombarded with advertising in every media segment of our lives. This article will focus on television advertising. It will describe some of the annoying things that are on the air every day that we sometimes fail to recognize. There should be a direct relationship between advertisements and trust in the product being promoted. Unfortunately, in many cases the correlation is negative.

Even though I watch less than 2 hours of TV a day (mostly news), there is still way too much advertising garbage parading before my eyes and ears. I have to use some of the peptic-soothing preparations they espouse – maybe that’s their ploy. The advertisements make you sick, then they suggest a remedy. Here are just a few of the ridiculous things I observed today.

1. “I am a non-attorney spokesperson.” What idiot thought up this opening remark? If the purpose of an advertisement is to encourage us to purchase the product or service being touted, does it make any sense to start out any commercial with these words? Can the advertising morons not see that doing this will reduce our trust in the service, thus making us much less likely for us to buy?
2. The fine print. If an advertisement has those familiar bands of fine print that are impossible to read, how does that reflect on our perception of the product being sold? Are we actually supposed to read the material in the 3 seconds provided? Of course not! Then why have it there at all? It only serves to reduce our trust in the product. The not-too-subconscious message is “what are they hiding”?
3. Stupid claims. One of my favorites is for an automobile insurance coverage. The idiot on the screen seems surprised when the announcer says, “…and we will not drop you after an accident.” He says, “Seriously, you won’t drop me”? Like Wow! Isn’t that terrific? If that statement convinces you that things will be the same after an accident, I have a bridge I want to sell you. Yes, they will not drop you, they will just triple your premiums and soak you till you are forced to drop them.
4. Disgusting content. When the Phlegm Man is expelled out of the lungs after taking some decongestant, it is pretty disgusting. So why do they have to show that commercial during the lunch or dinner hour. Some of us are eating here! The same goes for Digger the Dermatophyte who peels back the nail of your big toe to crawl under it. That one always gives me the creeps.
5. Totally misleading. When the life insurance man says “…and your rate will never go up due to age,” doesn’t that automatically imply that it will go up for some other reason, like maybe they needed more profit that year.
6. Free oil changes for life. Wow, is that ever a bonanza? No! Those of us who fell for that line ended up spending huge sums of money for maintenance that was not needed in the end. My daughter was nearly killed when they pumped up the pressure in her tires to such a high level that she had a blowout just a few weeks before they would have had to replace her worn-out tires for free. Because the tire blew, I had to pay for the replacement and, of course, had to buy two since it is never recommended to buy just one tire. I know most people who have tried the free oil changes have found that they are the opposite of free.
7. Call this number right now and we will send you your very own free information kit. Come on folks, it is called an advertisement! Who falls for this stuff?
8. “But wait… if you order in the next 10 minutes we will throw in a second ceramic knife for free – just pay shipping and handling.” Is there a person on earth who believes there are operators standing by with stop watches?

These were just the examples from the ads during my lunch break today. How can I have much respect for the Madison Avenue simpletons? Advertisements should bring about an increase in the level of trust we have in a product or service, not the opposite.


5 Caveats of the “Open Door” Policy

December 13, 2009

If you are like most professionals, your company has an “open door” policy. This is one of the most commonly employed HR strategies to ensure individuals are not trapped under an ogre of a supervisor with no way to communicate their frustration. Unfortunately, the strategy is often dysfunctional, and it can actually do more harm than good. Let’s put the “open door” policy under the microscope and see what makes it dangerous, then suggest an antidote that can help.

The Open door policy sounds so inherently right, few employees question it until they are embroiled in a problem and have to try to get the intended benefits. It reminds me of an insurance policy. You think you are protected until you have a claim, then you find out what the fine print was all about.

Likewise many managers hide behind the open door as a kind of cure-all for organizational low trust. Both symptoms mask an underlying malaise that must be rooted out and destroyed. On the surface, the open door leads to greater transparency and fairness, but in the real world there are several reasons it does not work that way.

1. The “Open Door” policy can be a sham – If an employee wants to use the open door policy it is usually because of some kind of rift with his or her immediate supervisor. There is something bad going on according to the employee’s interpretation, and the supervisor is unwilling or incapable of dealing with the situation. During these times, trust between the individual and level-one supervision is at an all time low. Since talking it out with level one will only bring additional grief, the employee uses the open door and tries to clear the air by talking to level-two. The level-two manager is not fully familiar with the issue, so the only recourse is to listen politely to the employee and then have a chat with the level-one supervisor. In the process, the level-one supervisor immediately becomes aware that he or she has been “blown in” to the boss. Regardless of how professional both leaders are, this series of discussions usually results in a further reduction of trust between the three levels and the individuals involved. Since trust was compromised to begin with, the poor employee is now under an even more ominous cloud.
2. The “Open Door” leads to games – I recall a discussion with my boss. He wanted to use the open door policy correctly and not jeopardize the employee, who was working for me. So my boss told me one of my employees had complained that I was not treating the person fairly (he was careful to keep the discussion gender neutral to make it harder for me to guess who might have the issue). I had taken over a new area, and the trust in me had not yet been fully established. My boss would not tell me who the individual was, or the specific area involved. He would only tell me that there was someone out there that did not trust me to treat him or her fairly. He would not share the specific area of concern nor give me enough data to have a clue for how to fix it. This discussion served to put me on notice, but it caused me to start second guessing every interface or action attempting to uncover the problem. In the end, I never did figure out who the person was or what the issue was. For months I went around like Sherlock Holmes trying to figure out what incorrect signals this one individual had been getting. Meanwhile, the rest of the population, who were not concerned with my fairness, thought I was acting a little weird.
3. “Open Door” has a bad reputation on the shop floor – In many organizations employees are fully aware that the open door policy is something that makes management feel good and looks good in the employee handbook, but it is a poor vehicle to use if there is an actual issue on the shop floor. If the symptom leading to the need for an open door conversation is low trust, then how can escalating the issue to the next higher level be helpful? There are also folk tails of the poor soul who got so upset with a situation that he actually did use the open door and lived to regret it every day thereafter until he finally quit the organization. Far better to suffer the current injustice than call in the big guns and ensure more pain.
4. “Open Door” failures lead to Ombudsmen – When the open door gets a reputation for causing additional grief and not resolving problems, organizations often resort to a third party grievance resolution mechanism called an Ombudsman. Again, from an HR or legal perspective this practice seems reasonable and fair. It really can resolve some issues, but it is also fraught with cloak and dagger nonsense that usually further undermines trust as the clueless Ombudsman seeks to understand what is really going on without upsetting people. Meanwhile the employee is on tenterhooks hoping the desperate action to call in a third party will not backfire. Once again, since the root cause of the problem can be traced to a lack of trust, the Ombudsman approach is at best a last resort effort to save utter collapse.
5. What if the level-two manager is a jerk too? – If an employee has a problem with the integrity of the level-one supervisor, then the level-two supervisor is often in question as well. From a shop floor perspective, all management is painted with the same brush. Actually, there are situations where there is a bad apple in the middle and employees really do trust the second level more than the first level. More often, all management is suspect if there are weak links. After all, if the big boss tolerates a bully in the supervisory ranks, then that manager is not doing his or her job either. Why would employees feel high trust for that person? They more likely picture the big boss as a well intended but clueless manager who has not idea how miserable things are two levels below.

These are five very real symptoms of problems with the open door policy. I am not saying it is a bad thing to have or that it never works. What I am suggesting is that there is a better way. What if we taught managers at all levels to reinforce candor? Employees would learn that is not a career threatening opportunity to bring an issue to the immediate boss. In fact, when they bring up scary stuff or perceived inequities, they are rewarded in some way. This would be regardless of the level. It would mean that the need for escalation would be significantly reduced in the first place, and for those few situations where a higher level discussion would be useful, then the employee is still reinforced.

Imagine the poor Ombudsman with less work than the Maytag Repairman. Imagine an entire workforce concentrating on the mission of and vision of the organization instead of constantly negotiating their way through minefields of bureaucratic protectionism. Imagine running an organization based on trust instead of fear. It is possible if we simply teach leaders to reinforce candor.

The preceding information was adapted from the book Leading with Trust is like Sailing Downwind, by Robert Whipple. It is available on www.leadergrow.com.

Robert Whipple is also the author of The TRUST Factor: Advanced Leadership for Professionals and, Understanding E-Body Language: Building Trust Online. Bob consults and speaks on these and other leadership topics. He is CEO of Leadergrow Inc. a company dedicated to growing leaders. Contact Bob at bwhipple@leadergrow.com or
585-392-7763.


Leaders Discourage Cliques

December 7, 2009

My business is built on helping organizations build higher levels of trust. One significant trust buster that is evident, even in the best organizations, is the presence of cliques. These informal groups continuously drain the trust from the larger organization by fostering a culture of exclusivity. Since joining together with like-minded people has been human nature back to the “Clan of the Cave Bear,” how can an organization reduce the negative impact of these insular cells?

It is a function of leadership to set the tone of any culture. If leaders either condone cliques or encourage them by participating in them, the cells will continue to enjoy their exclusivity at the expense of the larger organization. The conundrum is that cliques are highly prized by the people in them. The support structure allows all members to poke fun at others who are outside the fence and create their own set of norms. This builds in a kind of polarization that is as uncomfortable to the outsiders as it is gratifying to the elite.

What can leaders do to discourage the formation of cliques?

1. Be Aware of Cliques – The first line of defense is to recognize what is going on. I would wager that your workplace has numerous little groups of people that form naturally and insulate themselves from others for several reasons. You can see manifestations when the same people sit together in the break room – often in the same seats – every day for years. Another easy way to spot cliques is to watch how people on a shift arrange themselves during a shift meeting. E-mail distributions are another dead give away that there are cells of people communicating with each other and not with the general population. Leaders can use many techniques to encourage a more homogenous population.
2. Encourage an inclusive culture regularly – If leaders would continually stress that our power is in the diverse thoughts of the entire population and everyone’s input is important, it will send a subtle message that insular groups are not always helpful. Caveat: It would backfire if the leader put a ban on sub-groups because that would either drive them underground or embolden them based on the forbidden fruit logic. Rather, the leader needs to demonstrate by actions and words that a broad representation is most often in the best interest of everyone.
3. Take a few king pins aside – in any society there are informal leaders who establish themselves as the “Grand Poobah” of the group. Their words carry the most weight, and they have more than their fair share of say in who is allowed to join the group. All these pecking order considerations are informal, but they are all in play as the group carries on daily activities. As a leader, you can befriend the informal leaders and ask them to open up the club to new members. I think one way to make progress is to enroll the informal leaders by seeking their advice on how to reduce exclusivity in the organization. These conversations will be tricky, but if handled properly, you can woo these people into becoming forces for the good in your organization.
4. Mix things up in meetings – you might have some kind of rotation in seating arrangements or some other mechanical way to get people to mingle in different social arrangements. One way to do this naturally is to have some team building events where the team selection is objectively random. People will accept an arbitrary team assignment if it is obvious there is no particular agenda in the selection process. If you prescribe the seating arrangement to specifically break up a clique, people will push back.
5. Transplant people – this is a kind of last resort if all else fails. You can move the job assignments so the exclusive social interfaces are broken up by time and space. Caveat: arbitrary work assignments designed to break up cliques are often unpopular, and you may cause more damage than you eliminate if you use a heavy hand. One antidote is to espouse a strong philosophy of cross training individuals to improve bench strength and provide development opportunities. People generally appreciate these objectives even if they tend to break up historical social groupings.
6. Inject new blood – Sometimes the addition of a new strong personality will have the effect of breaking up an existing structure and allow the creation of a new order. Of course, the cure could be worse than the disease, so you need to keep alert that you are progressing rather than retrogressing by bringing in new people.
7. Reorganize – Many leaders use a kind of “shake and bake” reorganization philosophy when trying to reduce inbreeding. A new organization really does break up the old gang, but just like transplanting individuals, it is often not welcomed. An effective reorganization takes a lot of study, and you need to have a good justification for making the move other than to break up cliques. Making reorganizations successful requires a lot of energy, communication, planning, and involvement of the people. Do not just throw out a new structure as a way to mix things up. Maybe a good analogy here is a garden. If you have a nice flower garden but some of the plants have become root bound, you want to carefully thin things out, not just roto-till the entire garden.
8. Reward inclusion – One good way to prevent exclusion is to talk about and reward inclusion at every opportunity. Make it a value for the organization and highlight good examples through the usual communication channels.
9. Sit with them – I often found that just sitting with a clique in the break room a few times a week would send a signal that they are not an exclusive club. As a manager you have the right to sit with your people for purposes of getting to know them better. It may feel uncomfortable at first, especially if the clique has an activity to keep them insulated (like a bridge game or something). Just keep looking for ways to interface with the group in ways that show you are interested in their opinions and ideas. Eventually you can gain their confidence, and your presence will be welcome rather than an intrusion. Then you can invite another person to join the discussion. This method takes time, but it does work.

Reducing cliques in the working world or in social groups is delicate work. Keep stressing that the ideal organization taps into the good ideas of all people. It is the interplay of ideas that creates a healthy organization.


4 Tips to Improve the Morning Meeting

December 3, 2009

Some companies have a kind of pep talk on a daily basis followed by a cheer before employees are allowed to work. There are two ways of looking at this practice. In most groups, these pep rallies have only a short-term positive impact on morale. In fact, many groups eventually stop the practice altogether because of the incredible negative impact on morale.

The boss is uncomfortable because she knows people hate the “morning meeting,” and the discipline of the company cheer before going to work has become a joke. People feel the activity is a waste of time, because their morale comes from sources other than pep talks. It does not matter what the boss says at the start of each shift. What matters are the signals sent a thousand times all day outside of the rallies. The ritual of a morning meeting only serves to underscore the hypocrisy, and therefore, has the reverse impact of what was intended.

In some groups, the pep rally concept actually does produce higher morale and is a sustainable positive force in the company.  What factors allow this to happen?

  1. The Meeting Itself – There is some actual benefit if the meeting contains useful information or some kind of social support that people find helpful. Often the meetings are a time to remind employees of new policies or drill on the location of recently moved articles. By enhancing basic communication, these meetings help managers perform a basic function that would be hard to achieve in an e-mail or other form of announcement. It also gives employees a chance to question the information for sanity or just to verify understanding. So if WIIFM (What’s In It For Me) has enough positive power, then a morning meeting might actually work.
  2. The centering thoughts – rather like an exercise in yoga, some meetings help people compartmentalize their lives so they can display the right persona for customers. They can filter out the chaos or distractions going on elsewhere in their lives and focus on the tasks at hand. This would be the equivalent of a team “suiting up” before a public sporting event.
  3.  A pre-existing environment of trust – if the leader has achieved a culture of trust where people see congruence of words and actions, the leader will have more credibility. This is the equivalent of a coach in sports. In this case, a rallying cry for team spirit may actually inspire some people to put forth more effort. At least the company cheer has the potential to generate some fraternal feelings that are directionally helpful. Without the element of trust, these cheers have little chance to produce a positive impact.
  4.  Employee ownership – if the meeting is sponsored and designed by the employees for their own benefit, then they have a much better chance than if it is a management-driven event. This shows the link between empowerment and morale. When the workers are respected for being mature enough to design and conduct a meeting, with perhaps some guest appearances from management, the dynamic can be a liberating influence. The flip side of this is if certain cliques within the worker ranks own the process to the exclusion of others, the chosen ones will alienate the rest of the group and eclipse the benefits.

In a trusting environment, daily meetings can be helpful for the above reasons. Communication is enhanced, which helps transparency, and it gives managers the opportunity to model reinforcing candor.

In general, the early shift meetings should be avoided if there are trust issues among people in the organization. Some people would argue that is precisely the reason to invoke the technique in an attempt to remedy a low trust situation. I think where low trust is a pre-existing condition, the dangers outweigh the benefits. Since most organizations have extremely low trust, it is a good idea to proceed with great caution when considering trying to enforce morale through daily meetings. The old adage feels all too real for many employees, “The beatings will continue until morale improves.”

Most organizations obtain only a tiny fraction of the effort that is possible from the people they employ. A key measure is what percentage of discretionary does your culture elicit (and there is no known way to measure this variable accurately). No organization can get a sustained 100% of the potential effort of people. That’s because it would require a continual flow of adrenalin that would be fatal. But if my estimate is accurate, most organizations can double the effort of most people by using the Leadergrow Trust Model and still have them operating at a comfortable 50% level from their peak. The key enabler to this leap in productivity is the existence of real trust within the organization.


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