Talent Development 30 Lifelong Learning

March 22, 2021

Section 3.4 in the CPTD Certification program for ATD is Talent Strategy and Management. Section H reads, “Skill in communicating the value of lifelong learning and professional development.”

In this brief article, I will share my thoughts on the importance of lifelong learning.

The Role of Learning

From the moment of our birth, and perhaps even before, we are learning how to obtain more of the things that are important to us and how to avoid the things that would hurt us. The same logic holds when we are at work.

Role of Learning at Work

The more we know about how to do our work and how to deal well with people of all types, the more successful we will be at work.

Learning is a journey that never ends. Just as we continue to learn in our personal lives up until we take our last breath, so we need to learn every day at work.

Learning from our Mistakes

An excellent way to learn how to be better is to reflect on the times where things did not go as we had hoped. We learn far more from our mistakes than we do when things are going well. Do not consider a negative situation as a failure; rather think of it as an opportunity to learn something.

After-Action Reviews

In the military, they use the technique of the “After-Action Review.” This method focuses on what happened and how they reacted to it for the purpose of learning how to do better in the future.

The system relies on an objective non-judgmental description of what happened along with a constructive brainstorm of possible alternatives for the future.

We should all do an after-action review whenever something did not work out the way we wanted it to. These reviews can be done in private or in a group setting.

Simply write down what happened and what we did. Then brainstorm ideas for possible different action in the future that would have the potential for a better outcome.

This method does not take a lot of time, but it does allow for continuous learning to occur. Of course, there is a more formal approach to learning that should go on in parallel with the after-action reviews.

Development Plan

Each person needs to have a personal plan for developing his or her skills over time. One’s supervisor generally reviews the plan, since the opportunity to learn something new usually involves some resources. As you pick up new skills, your performance improves, and you become a more valuable employee to your organization.

Cross Training

Sometimes the learning will take the form of cross training. I have written on the benefits of cross training in another article. I call it the Miracle Cure. Cross training is less expensive and less disruptive than classroom training. There are also many side benefits to cross training, such as improved teamwork.

Avoid a Narrow Definition of Learning

Many people view learning as the ability to take formal courses. That is learning, for sure, but we must recognize that learning is a continuous process that goes on as long as we are awake and breathing.

Keep your focus on the things you are doing to improve yourself at all times. Also, help other people see how they grow, even when things are not going well at the moment.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.


Talent Development 29 Strategic Planning

March 15, 2021

Section 3.4 in the CPTD Certification program for ATD is Talent Strategy and Management. Section C reads, “Skill in designing and implementing strategic plans for talent development projects, programs, and/or functions.”

In this brief article, I will share my favorite strategic planning tools and how to use them wisely.

Start with the basics

Strategic planning has common elements that, if followed well, will result in robust plans that drive the organization forward toward its goals. As Stephen R. Covey wrote: “Begin with the end in mind.”

Create a Vision

The first action is to create a vision of the desired future state. Understand the broad developmental needs of the specific group and craft a statement of what it will look and feel like when the desired state is achieved. It is a statement of where we are going. This uplifting view of the future will add energy for the remainder of the program.

Clarify the Purpose and Mission

We are going to do a lot of work to accomplish the vision. The purpose statement clarifies why we are doing the work. Many people confuse the purpose statement with the mission. They are different concepts. Mission is what we are doing currently.

Let me share an example of the difference between mission and purpose. If we were operating a quarry, we might have a mission to cut large rocks into manageable slabs. Our purpose might be to build a cathedral.

Identify the Values

The values become the underlying assumptions upon which we design the work. Values are extremely important to get right, because they tell us the rightness of our direction and actions. We hold everyone accountable for modeling all of the values, all of the time. For leaders, the values help you the most when it is inconvenient, expensive, or difficult to follow them.

Develop a List of Agreed-Upon Behaviors

This step is often omitted, and it is a mistake to do so. Behaviors tell us how we are going to treat each other. We hold each other accountable for following the agreed-upon behaviors daily.

Do a SWOT Analysis

Before diving into the actual strategy creation, it is always important to do an environmental scan of ourselves and our environment. We do this by assessing ourselves (strengths and weaknesses), like looking through a microscope at our own capabilities. Then we examine the environment in which our organization works (opportunities and threats), like looking through a telescope at the rest of the world.

With the above steps in place, you are now in a position to brainstorm the critical few strategies that can take you from your current state and get to the vision.

Develop the Strategies

As you contemplate the drivers to move you in the direction of the vision it is important to keep things focused. I recommend that four to six strategies is a good number to keep things focused. More than six strategies at one time will actually start to diffuse the effort and reduce your chances of success. The genius behind developing a strategy is to focus effort on the critical few things that must be done well.

Identify Tactics

The tactics become the specific actions required to accomplish the strategies. You identify who will be doing what by when. You think about the resources needed to accomplish your development strategies as you think through the tactics.

Document Measures and Goals

In order to track progress against the strategic plan, it is important to figure out how you are going to measure progress and what the team wants to present for the goals of the effort.

Obtain Buy-In

This critical step must be emphasized by leaders. It is a leadership function to ensure that everyone on the team not only understands the wisdom of the strategy, but is also inspired and committed to make sure the goals are reached.

Conclusion

For any developmental effort, it is necessary to do some serious planning to be sure the effort has a pathway to success. If a plan is missing some of the elements described above, there is a probably that the program will not reach the goals.




Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.


Talent Development 28 Data and Analytics

March 8, 2021

Section 3.7 in the CPTD Certification program for ATD is Data and Analytics. Section C reads, “Skill in analyzing and interpreting results of data analysis to identify patterns, trends, and relationships among variables.”

In this brief article, I will share the tools I use to help leaders understand their performance in terms of where additional development work would produce the most significant forward momentum.

Leadergrow Advanced Leadership Assessment

Before designing a leadership development program for an organization, it is essential to do some research on where the current capabilities strong or weak. I will describe a typical process to obtain and analyze these data. Recognize that each situation is unique, so various other methods could be used in specific circumstances.

Let’s suppose we have a large organization comprised of ten departments. The senior leader wants to upgrade the performance of the entire company, so she calls me in to provide some training. The first order of business is to obtain some data by area relative to how effective each leader is.

There may be some extant data, such as quality of work life surveys or blockage surveys. Turnover or other HR data such as grievance reports may be available. All these should be reviewed as part of the data set.

I often use a 360-degree leadership effectiveness survey to assess the quality of each leader on 20 different dimensions.

Dimensions of Leadership Measured

1. Builds an environment of trust
2. Builds an equitable and inclusive culture that produces excellent results
3. Ability to be genuine and connect well with people at all levels
4. Is firm but fair; does not play favorites
5. Publicly admits mistakes; demonstrates humility
6. Leads by example
7. Demonstrates consistent integrity
8. Listens deeply
9. Allows people to give their input without fear
10. Negotiates and advocates well
11. Operates as a level five leader; passionate but humble
12. Makes good decisions and demonstrates business acumen
13. Builds a reinforcing culture
14. Communicates well with people and groups
15. Calms stressful conditions and diffuses explosive situations
16. Manages personnel development
17. Generates passion within people
18. Develops others
19. Reduces the credibility gap between workers and management
20. Builds a “safe” environment: both physical and psychological safety

Analysis of the data

My survey asks five questions in each of the 20 dimensions, giving me 100 data points for each person who does the survey. Each person rates the 100 questions on a scale of 1 (does not display) to 5 (is a champion on this dimension).

I analyze each leader looking at four demographic levels; self, superiors, subordinates, and peers. I provide a tabulated form for each leader using a color-coded format that allows each person the ability to spot areas of particularly strong or weak performance. I do this by calculating the mean and standard deviation for each of the 100 questions. I also look at the covariation by level to see if there is a bias there.

Each leader, and the overall leader, has a quick way to determine the level of development that is required by the individual leader or perhaps, as is often the case, for the whole population of leaders.

Then I design development programs to address the areas that need improvement and further refine areas of strength.

Path forward

I often repeat the survey two or three years later to see if the development programs have had the desired impact. Also, sometimes a particular leader will call me back in to measure progress in his or her area.

Conclusion

It is important to use robust processes when evaluating the effectiveness of leaders prior to conducting an improvement program.

.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.



Talent Development 27 Change Management

February 27, 2021

Section 3.6 in the CPTD Certification program for ATD is Change Management. Section A reads, “A knowledge of change management theories and models, for example Lewin, Kotter, Bridges’ transition model, Kubler-Ross change curve, and appreciative inquiry.”

In this brief article, I will share three change models that I have found to be particularly useful in helping people accept and implement change at work.

Adaptation of Kotter’s Model

I found Dr. John Kotter’s theories of change to be most helpful. His eight-step change process was first described in his 1996 book, “Leading Change,” and he followed it up with a neat fable in 2006 entitled’ “Our Iceberg is Melting.” He also described change in his 2014 book “Accelerate.”

The eight steps proposed by Kotter were as follows:

1. Create a sense of urgency
2. Build a guiding coalition
3. Form strategic vision and initiatives
4. Enlist a volunteer army
5. Enable action by removing barriers
6. Generate short term wins
7. Sustain Acceleration
8. Institute change

In my own work in a manufacturing unit of a large company, I ended up adapting and adding to his steps so people would understand the concepts easier and adopt them in our specific environment.

I used the following nine-point list of steps to change:

1. Create the right environment
2. Demonstrate an urgent need
3. Carve out sufficient time
4. Create a compelling vision
5. Reinforce the small wins
6. Integrate the new methods in the culture
7. Develop a tolerance for risk
8. Demonstrate constancy of purpose
9. Understand the psychology of change

I found the final item to be particularly helpful for guiding groups through the change cycles much faster by using the grief-counseling model of change.

Grief Counseling Change Model

In 1969 Elisabeth Kubler-Ross proposed the five stages of grief. These were as follows:

1. Denial
2. Anger
3. Bargaining
4. Depression
5. Acceptance

Her observation is that human beings go through the five stages whenever faced with extreme grief. Using the model as a pathway to a better future is one method of coping with loss and shortening the time to a return to a normal life.

Transition Model

William and Susan Bridges suggested a four-stage model for dealing with transitions at work. They included:

1. Anticipation
2. Ending
3. Transition
4. Beginning

I found this model to be particularly helpful at accelerating the time from an impending disruption to full acceptance of a change.

For example, I once was involved in shutting down an operation of nearly 300 people and moving it to a new location with much improved processes. The move had been anticipated by the production workers for a few months.

When the decision was announced, it represented the “Ending” stage, and the workers were dead set against the change, even though it meant a better existence on the other end. They described it as a “death.”

We used the transition model to help workers through the various transition stages of anger and bargaining and included them in visualizing the physical set up in the new plant. Their energy shifted from trying to preserve the old way to helping invent the new way.

We had expected the entire process to take over a year to accomplish, but by involving the employees in this way, we were able to accomplish the change in less than two months. The result was a huge cash savings, and people were happier all the way through the process.

Conclusion

Using a formal change model, like the ones mentioned in this article, to help people cope with difficult changes in life is an excellent way to mitigate the pain and return life to a good quality once again.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.


Talent Development 26 Communication

February 17, 2021

Section 1.1 in the CPTD Certification program for ATD is Communication. Section C reads, “Skill in conceiving, developing, and delivering information in various formats and media.”

I will share my process for injecting a great variety of communication tools in my leadership development work.

In a world where increasingly we do training and development remotely, it is imperative to spice up the content using a variety of communication methods to keep people from zoning out. Let’s apply this idea to several areas of leadership training.


Starting up

Have some kind of ice breaker or informal discussion to get people feeling comfortable with communicating openly. This activity is especially important if the group is just meeting for the first time.

Do not belabor this start-up ritual, but do provide some informal way to get things going. I like to go around the room and have all participants introduce themselves and state what they hope to get out of the training. Then I can make a comment.

For example, if one person says she wants to know how to build higher trust within her group, I might say “I’m glad you brought that subject up, Kathy. We will be covering the concept of building higher trust extensively in session two of this course.”

Brainstorms

You can get people involved by asking them to come up with a lot of ideas on a specific topic. You can work as a large group or put people into breakout rooms for more intimate discussions. If you do the latter, make sure to have each room appoint a spokes person who can report ideas generated to the larger group once people return.

Slides

The use of PowerPoint or some other form of content delivery is essential to keep things on track, but you must avoid the “death by PowerPoint” syndrome. Here are some rules I use to keep the PPT from taking over and putting everyone to sleep.

1, Less than 5 bullets on each slide and less than 8 words per bullet
2. Use a plain white background
3. Include a photograph (not clip art) to illustrate the concept being discussed. Be sure to obtain a license for each photograph used. If you can find something humorous or provocative to illustrate your point, that helps.
4. Never read your slides. Talk about the concepts and ask questions. Engage the group.
5. Move quickly unless you are embellishing the content with a story or some kind of gag.
6. Switch in and out of the screen share frequently to add variety.

Stories

Work to add stories (humorous or serious) to help illustrate your points. Keep the stories brief and always ask if anyone in the group has a story they wish to add.

Demonstrations

It helps to have some demonstrations with actual props. That practice engages the brain in a different way and keeps the mind fresh. I have several quirky demonstrations to enhance my training. For example, here is a brief video of a demonstration I call my “Trust Barometer.”

Illusions

I use magic illusions to break up the presentation and to keep people fresh. The illusions need to be very well done and professional, and they must bear some relationship to the topic being discussed. For example, in a module on managing change, I might do a coin trick to help illustrate it.

Videos

I have a collection of over 200 videos I can draw on to liven the discussion and give participants a break from listening to me. Some of these are humorous and others are inspirational. The feedback from participants is always that the videos provide excellent inspirational content in a different format. I generally try to work in a video during every couple hours of classroom time. The videos range in time from 5 minutes to 25 minutes.

Role Playing

I have frequent role play exercises where I send people off in pairs or triplets to act out a scene. This technique gets tricky, because I need to arrange different scripts for each participant. It takes advanced planning to pull this off, and I need to pay attention to who is in which room. For example, if the role play is between a supervisor and a problem employee, each person will have instructions that look at the situation from just their point of view. They are blind to the point of view of the other person until the role play begins.

Polling

I insert polls on occasion so participants get physically involved in the presentation. It is important to debrief each poll stating the conclusion that can be drawn.

Annotating

I use the various annotation tools to help provide emphasis on certain slides. I am careful to not overuse the technique frequently enough to annoy people. Perhaps one in 20 slides will be suitable for annotation in some form.

Chat

The chat room is an excellent way to get people involved or allow them to ask questions on the fly. The challenge here is to be able to monitor the chat while you are still facilitating the entire class. I find it difficult to keep up, so I normally appoint someone to monitor the chat and rotate the chore for each class to share the load.

Debrief

Always allow time at the end of a session to debrief. Ask the group what went well for them and what things I might have done differently. Listen carefully to the input and make the appropriate adjustments for future sessions.

Conclusion

Delivering the content in this variety of ways makes the class time go quickly and helps the group retain the material longer. Participants report having a “great time” while learning some important new skills.

Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.








Talent Development 25 Organizational Development Strategy

February 8, 2021

Section 3.3 in the CPTD Certification program for ATD is Organization Development and Culture. Section A reads, “Skill in designing and implementing organizational development strategy.”

I will share my process for helping organizations establish a constructive pathway for organizational development. The process always starts with knowledge of the organization.

Research

You must be intimately familiar with the needs, desires, purpose, vision, mission, and values of the organization before starting to craft a successful OD effort.

Going in with a standardized or cookie-cutter approach may allow you to make some progress, but the end result will be far off the mark from one that is totally customized for this particular application.

Start by talking with people in the organization. For sure, you want to interview the top leaders and managers to get their ideas. You also want to interview several people at different levels in the organization, because the view at lower levels may be significantly different from that at the top.

Obtain any extant data that is available, such as employee quality of work-life surveys, grievance data, turnover stats by area, blockage surveys, and other data. These data are usually collected by the Human Resources Staff.

Collect Additional Data

You need more specific data before starting to design an OD program. There are many commercially available surveys you can use for this purpose. I prefer some instruments that I have developed over the years that allow me to assess what topics have the greatest need in this particular group.

The one I use most often is what I call the “Analysis of Leadership Training Needs.” This instrument is a broad look at what specific training modules would be most helpful for this particular population. A total of 56 different skill areas are on the survey, and each individual gives all of the skills a score of 0-3. Zero means there is no need for training on that skill. Three means there is an urgent need for training on that skill.

I have a suite of ten different surveys that I use depending on the data generated in the interviews. For example, if there is an issue with ethics in this organization, I have an instrument that will measure what types of skills need work.
If the group might be considering a merger or acquisition, I have an instrument that measures readiness for that. These assessments can be accessed on my home page www.leadergrow.com under “Services.”

Design Phase

Once the data phase is complete, it is time to start the design phase. You will need to select not only the topics to cover, but also the OD methods to use. In general OD activities fall into four categories. (There are others, but they are usually combinations of these four.)

1. Action Search
2. Appreciative Inquiry
3. Future Search
4. Whole System Intervention

Although the objective of each of these methods is the same, the viewpoint and methodology for each is different. I will give my personal views of the strengths and problems with each method from my experience. All of these can work. The trick is to match the leadership style and organization culture so that the one selected has the best chance of success in a particular case.

Action Search

Most organizations contemplating an OD initiative, do so because they are not satisfied with how things are going. If the current trajectory of business is meeting or exceeding goals, there is little impetus for change. The Action Search approach takes on a somewhat negative spin from the outset. The idea is to determine what is wrong and fix it quickly.

Appreciative Inquiry

This approach is the mirror image of the “action research” technique. The process starts by asking what is working well. Groups focus on what is going right rather than what is going wrong. The idea is to find ways of doing more of the right things, thus providing less reinforcement for doing the wrong things.

Future Search

In this process, the focus is on the vision rather than the current state. The idea is to get groups engaged in defining a compelling view of the future. When compared to the present, this allows clarification of the gaps between current practices and organizational goals. Outstanding vision is the most powerful force for all individuals and organizations.

Whole System Intervention

This is a kind of zero-based approach to OD. In this case, the activities of the organization are viewed through a “systems” approach. The emphasis is on getting a critical mass within the organization to redefine the business. Processes become the focal point for redesign efforts. This approach is less threatening than the action research technique because of focuses on the “what” and “how” rather than the “who.”

It is always best to work with a skilled facilitator whenever doing any form of Organization Development. Groups that try to navigate these choppy waters without the help of an experienced sea captain often end up in a bigger mess than when they started.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.


Talent Development 24 Business Partnerships

January 28, 2021

Section 3.2 in the CPTD Certification program for ATD is Consulting and Business Partnering. Section B reads, “Skill in establishing and managing organizational and/or business partnerships and relationships.”

In this article I will outline the process I use to establish, maintain, and enrich business partnerships. The bottom line is a pretty simple equation that starts with a lot of networking.

Networking

You are not going to build a strong team of business partners if you aren’t out there meeting new people all the time. The best advice I received when I retired from the corporate world was to keep active in lots of organizations to keep my network strong.

At one point I was simultaneously involved in 17 different volunteer organizations and associations. I have scaled that back a bit, but still am active in over a dozen groups. The networking leads to friendships that can, and often do, grow into strong partnerships.

Mutual Benefit

You must maintain an attitude of mutual benefit. Both partners must be gaining by the relationship or it will atrophy over time. Choose your partners carefully so there is always a synergistic relationship.

Not Competitive

Avoid becoming partners with a person who is doing the exact same thing as you in the same markets. You can be friendly with these people, but they do not make good partners because they will pursue the same organizations or clients that you do.

It is better to find an individual who has skill expertise that feeds into what you do rather than competes directly with you.

Contribute Freely

Give of yourself to enhance the relationship. Support the other person in every way you can and be generous with your time and your resources. It is a good idea to nominate the other person for awards or find ways to praise the person on social networks.

Establish a Great Working Relationship

If people genuinely like you, they will be excellent partners. Invest in the relationship and work to keep it from going dormant. This is especially true in times when people need to be working remotely. It is easy to lose touch with mutual friends when you do not see each other as often or you only see each other on Zoom.

I find that personal Zooms with another person are a wonderful way to keep the partnership fresh and vibrant. Keep a list of your personal partners and be sure to contact each one often enough to keep the momentum going.

Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.






Talent Development 23 Communication

January 18, 2021

Section 1.1 in the CPTD Certification program for ATD is Communication. Section A reads, “Skill in using communication strategies that inform and influence audiences.”

Communication is such a basic part of leadership that we often take it for granted. If you study the numerous employee satisfaction surveys that are taken around the world every year, it turns out that poor communication is often the most mentioned gripe for workers.

The Root Cause

I believe the basis for this problem is that leaders believe they have communicated if they have said or written something and people appear to have heard the verbal output or opened the note.

Unfortunately, communication has not happened until the majority of people fully understand the content. Sharing information verbally in a Town Hall Meeting (live or virtual) and telling people about the latest policy change is not fully communicating, but most leaders think it is adequate to get the job done.

In the 2013 Edelman Trust Barometer, Richard Edelman made an observation of a large shift in responses to the following question: “How many times in general do you need to hear something about a specific company to believe it is likely to be true?”

Edelman noted that prior to 2013 the most common response was one or two times. Starting in 2013, he saw a shift where most people responded three to five times. That was a major change that most leaders did not recognize or factor into their communication strategies. Of course, 2013 was a long time ago, but Edelman believes the bar for good communication remains at three to five times.

The implication is that leaders need to find creative and different ways of putting information out so people really grasp the meaning and believe it to be true.

Examples of Different Strategies

1. You can often involve people in the decision while it is still in the formative stage. If people have contributed to a decision, they are much more likely to support it.

2. The Town Hall format or webinar (which can be recorded) is one method of communicating to a large group what is about to happen, but we cannot stop there and think we have communicated.

3. Follow up with individual or small group meetings where people can relax and ask any questions they have.

4. Verify people have heard the real meaning by asking questions about what you just said.

5. Involve people emotionally in the content by asking their reactions to a decision or action.

6. When people tell you something relative to the decision, be sure to wear your “listening hat” and absorb the input deeply. Ask clarifying questions and use reflective listening techniques.

7. Consider that currently, and in the future, there will be a hybrid situation where some people will hear the content live and others will be virtual.

8. If part of the audience is international, take into account the time zone differences that may limit the coverage. You might consider recording an important message to be played at a more convenient time.

9. Put the information in writing either with a physical letter or an email, because some people need to read the material several times for it to sink in.

10. Consider texts or tweets to reinforce the messages and provide for dialog if there are questions, but recognize you will not reach all people with social networking.

11. Post the information on a bulletin board or on the internal company news channel or employee website.

12. Circle back a few days after an announcement to identify if there is a deep understanding of the implications of a decision.

You do not need to do all these steps for every decision, but do strive to have important announcements disseminated in three to five different ways for maximum understanding.

If leaders would put more energy into how they communicate with people, we could reduce the problem of people feeling that communication from their leaders is lacking.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.








Talent Development 22 Future Readiness

January 10, 2021

Section 3.8 in the CPTD Certification program for ATD is Future Readiness. Section A reads, “Knowledge of techniques to promote, support, and/or generate innovation and creativity, for example design thinking, brainstorming, and ideation.”

Creativity is essential for forward movement in any organization. Unfortunately, the tools to have high creativity are often not used well, so the end result is muted rather than brilliant.

One of the more misunderstood techniques to bring about creativity is brainstorming.

Do brainstorming right

The technique of “brainstorming” was developed by Alex Osborn in the year 1967. His book “Applied Imagination” laid out a specific set of rules for brainstorming sessions.

Rule 1 – go for a high number of ideas – He suggested that quantity was more important than quality when creating fresh ideas.

Rule 2 – suspend all judgment while coming up with the ideas. This is the rule that most groups find difficult to follow.

The concept of coming up with “wild” or “crazy” ideas allowed a spontaneous flow of new concepts. Even though most of them were impractical or stupid, there were some nuggets among them.

Osborn suggested that people in the group “hitchhike” or create variations of the ideas of others. In doing so, mutations of different ideas would often lead to an actual practical solution that could work.

Some interesting other techniques have come along that put the concept of brainstorming on steroids. One such invention was “Morphological Analysis.”

The Technique of Morphological Analysis

This concept uses brainstorming but in a way that forces the combination of concepts that we would not normally even consider. The technique was developed by Fritz Zwicky in 1969 at Cal Tech.

He would create a matrix of three or four different variables and present them on two axes. For example he might have objects on the x axis. I will use an example here of car, house, hammock, and brick. Then on the y axis he would identify some other concept, let’s say emotions. So, he might have chosen love, sorrow, fear, levity.

Now he would ask people to brainstorm several different ways you might imagine the intersection of the concepts. He would ask questions like “How can we use a car to create levity?” (answer: you might dress it up like a penguin) or “In what ways can we use a brick to create fear?” (answer: using a string, suspend the brick 20 feet above someone’s head and light a match).

The exercise would continue until all of the intersections or “boxes” were full of crazy ideas. Think about how you would use a hammock to generate sorrow. It really stretches the mind beyond the way we normally think.

Here is another technique to get more ideas using brainstorming in a slightly different way.

One, Two, Four, All

My friend David Finger studied the technique made popular by Keith McCandless and Henri Lipmanowicz in a structure they call “Liberating Structures.” Here is how David describes how he uses the technique in his work.

Step 1: Define the question that will be answered. This question must be very specific so that everyone answers the same question without interpretation. One question I recently used was, “What feature of Zoom Breakout Rooms is your favorite?”. As you can see, the question is not a monumentally difficult one, in fact it should be one that EVERYONE can come up with an answer for, but that there is no one “right” answer.

Step 2: Ask each person to write down (this is important whether in-person or virtually) their best answer to the question. One answer per person, and it must be written down. (I generally just tell them that part of this process is that they must write it down; I don’t explain why. People comply with simple rules like that fairly quickly, if it’s not a complex instruction.) Maximum time for this is 1 minute.

Step 3: Each person will be paired with another person, and together they will share and discuss their ideas with each other. Within 2 minutes, they need to agree to move forward with ONE of their two ideas. The time limit is necessarily short so they just act without a lot of waffling. They need to decide and move forward.

Step 4: Each pair of people is now put together with another pair of people, and they will each share their agreed-upon move-ahead idea. The way I usually phrase this is, “Between the 4 of you, you have 2 ideas. Work as a team of 4 to decide which ONE idea is the best.” Also, each team of 4 will decide on who will present this one idea to the rest of the group after the decision is made. Maximum time 2 minutes to decide on one idea and assign a spokesperson.

Step 5: Each 4-person team’s spokesperson now reports their ONE idea in an all-participants session. (This is the “All” part.)

Step 6: You now have one top idea from each group of 4 people. Depending on the question and the objective, you can use multi-voting, weighted voting, etc. to choose the one idea to go forward. Alternatively, you can adopt all of the top ideas as things to work on.

The one, two, four, all technique works equally well in a virtual setting as it does in person, so this method of brainstorming may become more popular in the future as a larger portion of the workforce will likely be working from home.

Using an organized approach like the one, two, four, all technique or Morphological analysis creates a richer and more lively brainstorming session that allows the best ideas to move forward. Just remember to keep it light and have fun with your creativity sessions.


Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of: The Trust Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, Leading with Trust is Like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.



Talent Development 21 Data and Analytics

December 30, 2020

Section 3.7 in the CPTD Certification program for ATD is Data & Analytics. Section A reads, “Skill in selecting and/or using data visualization techniques, for example flow charts, graphs, plots, word clouds, and heat maps.”

The old cliché that a picture is worth a thousand words is really true. This is especially true when a lot of data is involved or there is a level of complexity.

Trying to explain the relationship between different concepts can be tricky in words, but the mind can quickly absorb a large amount of data immediately in a picture and draw a conclusion. This clarity of thought saves a lot of time in training, and it helps to keep people fresh.

Death by PowerPoint

Many trainers practice “Death by PowerPoint,” where they show numerous slides with a lot of words and then read the words to the audience, sometimes turning their back on the audience to read the screen.  People zone out quickly.

A real example

Let me share an example of a picture being more powerful than a word description. I compared the level of trust in an entire organization from data gathered at different levels in the organization.

I measured trust as perceived by the top leaders in the organization, the middle managers, the supervisors, and the lead operators.

First I will try to describe my observations in words, then I will show that a quick glance at a chart makes the whole concept much easier to absorb.

I asked leaders at several levels in an organization to rate their company on how much trust there is. The rating was 1 = low trust and 10 = high trust.

I then noted that leaders at the top of the organization (senior leaders) rated trust much higher than lower levels. People at lower levels perceived less trust in the organization.

A strange anomaly

At the Supervisor and Group Leader levels, a curious “hole” in the data began to emerge in the area of 5-6.

I puzzled over this hole in the data for quite a while. I now believe that when confronted with the challenge to identify the level of trust on a scale of 1-10, most people immediately considered 5 or 6 to be “average” (whatever that meant to them).

Then they thought, “well, we are somewhat better or worse than average,” so that gave rise to a cluster of votes lower than 5-6 and a cluster that were higher.

That word picture is pretty difficult to follow and remember, but a chart showing the same data is rather easy to interpret. The digits represent the number of people at each level that voted for a particular trust rating.

A chart spells it out more clearly

 

 

 

 

 

 

 

I hope you agree that this single diagram makes the complex situation much easier to understand and remember.

With the COVID 19 Pandemic of 2020, it is even more important to use visualization techniques. We are living in a hybrid world, with some people at the office and most people still working from home or satellite locations.  Even if the vaccines are effective in controlling the virus in the future, most futurists predict we will never go back to a full in-person workforce. 

There will likely always be a significant portion of people working from home. For these people, the ability to show concepts graphically will be increasingly important.

When you develop training programs, make sure to include visual aids that are easy to digest. Also, go easy on the number of words used to keep people from zoning out.

 

Bob Whipple, MBA, CPTD, is a consultant, trainer, speaker, and author in the areas of leadership and trust. He is the author of four books: 1.The Trust Factor: Advanced Leadership for Professionals (2003), 2. Understanding E-Body Language: Building Trust Online (2006), 3. Leading with Trust is Like Sailing Downwind (2009), and 4. Trust in Transition: Navigating Organizational Change (2014).

In addition, he has authored over 1000 articles and videos on various topics in leadership and trust. Bob has many years as a senior executive with a Fortune 500 Company and with non-profit organizations.