Talent Development 17 Knowledge Management

November 18, 2020

Section 2.5 in the CPTD Certification program for ATD is Knowledge Management. Section B reads, “Skill in designing and implementing knowledge management strategy.”

For any organization to be successful in the long run, there needs to be an effective strategy to retain the knowledge that makes up the intangible assets of the company. The ebb and flow of people into and out of the organization make it imperative that the process knowledge of how things get done be organized and accessible.

 

Standard Operating Procedures

Gone are the days when a set of SOPs for the organization were maintained in current shape by an administrative group. Those books became extinct several decades ago. In most organizations, the content knowledge of procedures exists in some cloud-based system where people can access the knowledge and keep it current.

Security has always been a major concern when archiving organizational knowledge. The best approach is to have layers of information, from readily available to the public to highly classified trade secrets. Each layer needs to have a special control relative to who can access and suitable passwords (normally two levels) to keep private information from getting out and hackers from getting in.

Management and Leadership Knowledge

I spend my time working with the leaders of companies in all different industries helping them sharpen their leadership skills. I have a listing of about 100 topic areas where I train supervisors, managers, and leaders. I let them select the areas of most benefit to them and then design custom training specifically tailored for their situation.

Three Areas of Greatest Need

Over the years, I have found three areas where there is the most frequent need for training:

1. Building, maintaining, and repairing Trust
2. Holding people accountable in a principle-centered way
3. Reducing conflict between people in the organization.

Training Patterns

Normally, I split up the training into half day events. A typical application will have me work with a group of managers from 3-6 sessions to cover the materials of highest interest to them.

I have found that the half-life of information shared in a training session is about one week. That means that after one week, roughly half of the training benefits will be forgotten in the hubbub of daily activity.

Method to S-T-R-E-T-C-H out the Content

What I do to improve the knowledge retention by my clients is to follow up the half day (in person or virtual) training sessions with 30 days of very short (3 minutes each) and very professional videos of the content served up in a unique format.

Bonus Video

To give you the idea of what these videos look like, here is a link to one on the relationship between trust and the need for leaders to be perfect.

By having the content metered out in these short bursts over a period of a month following the initial training, I get significantly higher retention of the tools I am teaching. In each video, I provide the main point of the learning, then I describe why it is important to remember, finally I give an exercise for the person to do that day in order to use the content immediately.

By refreshing the content over a longer period of time, and by having the leaders actually do something with the content each day, they get significantly more out of the training and the knowledge is retained.


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.


Body Language 100 Final Thoughts and Index

November 15, 2020

I sized this series of articles on Body Language to be 100 articles. This will be the final installment. It took me two years to complete the project by publishing one article in the series per week.

If you would like to scan the various topics I have written about on body language, the best way to do it is to go to the index at the end of this blog. Each article is presented as a link, so you just click on whatever interests you, and you will immediately be able to see the original blog.

I started studying Body Language in 1978, when my bride bought me a fascinating book on the topic. It was “How To Read a Person Like a Book,” by Gerard Nierenberg. The book was first published in the 1960s, and the current release was done in 2010.

I have been studying the subject of Body Language for over 40 years. There is no end to the learning, because the topic is truly endless, and new insights come along on a regular basis.

The Importance of Body Language

Way back in 1967, Albert Mehrabian did a series of experiments at UCLA. He wanted to determine what percentage of meaning came from the words being used when two people were face to face discussing their feelings or attitudes. He measured that only 7% came from the spoken words, 38% came from the tone of voice, and a whopping 55% of meaning came from body language.

If we knew all along that the majority of information was contained in body language, I wonder why there were no courses in grade school or high school to teach us how to interpret the body language of others and how to control our own. Most of us learned the skill by trial and error through our formative years.

The errors we made in interpreting the meaning of body language set us all back a huge amount in terms of building strong relationships of trust with other people. That is why all my leadership courses over the years have been heavily laced with content and practice on body language.

Most Body Language is Subconscious

What most people don’t realize is that the vast majority of signals we send to other people with our Body Language are completely subconscious. Some signals, such as facial expressions, are done consciously, but most body language is hidden from our own view. For example, you have no idea the dilation of your pupils at any point in time, unless you are looking in a mirror.

The thought patterns in our subconscious mind have major impact on how we communicate to others with our bodies.

Likewise, when we are anxious, our adrenal glands and a small number of neurons in the medulla oblongata instantly secrete the hormone Adrenaline, which causes all kinds of unconscious changes in our body reactions. It creates the famous “fight or flight” response to a stimulus. This all happens automatically, and we have little control over it, but other people can easily observe it in us.

Sending Conflicting Signals

The most vexing problem with body language is when we send conflicting signals about how we are feeling. We may be anxious about a new job possibility but trying to hide that anxiety with BL that exudes confidence. In doing so, we send an incongruent set of Body Language signals that the other person will pick up on. He or she may not know exactly what is going on with us, but for sure something is wrong.

The more you know about Body Language, the better you will be able to accurately decode the actions of others and control your own signals. That is why I wrote this series. It is a gift of some basic knowledge of how this complex science works with human beings. I sincerely hope you have enjoyed it and can use it to enhance the quality of your life.

Links to Chapters in Body Language Series


1. Starting New Series
2. Five C’s of BL
3. Body Position
4. Facial Expressions
5. Steepling
6. Folding Arms
7. Finger to Side Of Nose
8. Chin Gestures
9. Finger In Collar
10. Scratching Head
11. Drumming Fingers
12. Pulling on the Ear
13. Wringing Hands
14. Hand Gestures
15. Pinching Bridge Of Nose
16. Looking Over Glasses
17. Playing With Hair
18. Head In Hands
19. The Eyes
20. Language of the Eyes
21. The Mouth
22. The Forehead
23. Micro Expressions
24. Jaw & Chin
25. Ears & Hearing
26. The Nose
27. Sitting Positions
28. Arm Movements
29. Verifying What You See
30. False Signals
31. Silence
32. Using Volume
33. Mirroring
34. Proximity
35. Head Tilting
36. Crossing Ankles
37. Head Nodding
38. Sour Face
39. Rolling Eyes
40. Double Point
41. Strange Handshake
42. Animals
43. The Bully
44. Comfort
45. Children
46. Clenched Teeth
47. Conflict
48. Concentration
49. Babies
50. Clothing
51. Slouching
52. Winking
53. The Tongue
54. Doubt
55. Evasion
56. Thumbs Up
57. Time Out
58. Embarrassment
59. Okay
60. Behind Your Back
61. Air Kissing
62. Victory
63. Fist In The Air
64. Hand Slap
65. Fist Bump
66.  Mirroring 2
67. Afraid
68. Shock
69. Worried
70. Talking With Your Hands
71. Guilt
72. Exasperation or Rage
73. Coy
74. Pondering
75. Pride
76. Contempt
77. Compassion
78. Faking Emotions
79. Skeptical
80. Bored
81. Search Me
82. Shy
83. Handshake Post COVID-19
84. Zoom Eye Contact
85. Zoom Lighting
86. Zoom Distractions
87. Zoom Administration
88. Conscious and Unconscious Bias
89. Clusters
90. Blinking Rate
91. Ready to Make a Deal
92. Plastic People
93. Small Hand Gestures
94. Head Nodding
95. Liars
96. Lasting Relationships
97. Twelve Layers
98. Head Shaking Side to Side
99. Overacting
100. Final Thoughts




This is a part in a series of articles on “Body Language” by Bob Whipple “The Trust Ambassador.”



Leadership Barometer 71 Demonstrate Integrity

November 11, 2020

There are hundreds of assessments for leaders. The content and quality of these assessments vary greatly. You can spend a lot of time and money taking surveys to tell you the quality of your leadership.

There are a few leading indicators that can be used to give a pretty good picture of the overall quality of your leadership. These are not good for diagnosing problems or specifying corrective action, but they can tell you where you stand quickly. Here is one of my favorite measures.

Demonstrate Integrity

Lou Holtz, the famous football coach had a remarkably simple philosophy of doing business. It consisted of three simple little rules: 1) Do Right, 2) Do the best you can, and 3) Treat other people like you would like to be treated.

The basic Do Right Rule means acting with integrity. If doing what is right is such a basic and easy thing, why am I even bothering to write about it?

It’s simple; most leaders have a hard time figuring out what the right thing is. That is a stunning indictment to make, but I really believe it is true on occasion. Reason: in the melee of everyday challenges, it is so easy to make a judgment that seems right under the circumstances, but when extrapolated to its logical conclusion it is really not ethical, or moral, or it is just plain dumb.

Rationalization

For a leader, it is easy to rationalize the particular situation and convince yourself that something marginal is really OK to do “all things considered.” There must be a safeguard for this common problem. There is, and I will reveal it later in this article.

The Problem Escalation

I believe that most of the huge organizational scandals of the past started out as subtle value judgments by leaders in their organizations. There was a decision point where they could have taken path A or path B. While path B was “squeaky clean” in terms of the ethics involved, path A was also perfectly logical and acceptable based on the rules in place at the time and was also somewhat more profitable than Path B.

The problem is that if path A was acceptable today, then A+ would be fine the next day, and A++ the next. Other people would get involved, and the practice would get more embedded into the culture.

Eventually, after a few years, it was clear that rules were being bent all over the place in order for the organization to look good to investors. There was no convenient way to roll back the ethical clock, nor was there any impetus. They seemed to be “getting away with it.”

Ultimately the practice, whether it was Enron’s disappearing assets or Bernie Madoff’s Ponzi Scheme, became too big to hide and things blew up.

My contention is that these people were not intending to do bad things originally, they just got caught up in what Alan Greenspan called irrational exuberance and had no way to quit the abuse. Of course, by that time they really were evil people doing evil things, but I believe it did not start out with those intentions.

At the start I believe these leaders were truly blind to the origin of corruption that brought down their empires and bankrupt thousands of individuals in the process.

The Antidote

How can leaders protect themselves from getting caught up in a web of deception if they were originally blind to the problem? It’s simple; they needed to create a culture of transparency and trust whereby being whistle blower was considered good because it protected the organization from going down the wrong path.

Imagine if the culture in an organization was such that when someone (anyone) in the company was concerned about the ethics of current practice and he or she brought that concern to light, there would have been a reward rather than punishment.

To accomplish this, leaders need to reinforce candor, in every phase of operations. It has to be a recognized policy that seeing something amiss brings with it an obligation to speak up, but that is OK because speaking up will bring rewards.

When leaders at all levels reward the whistle blower, it sets up a culture of high trust because it drives out fear. One of my favorite quotes is, “The absence of fear is the incubator of trust.”

The concept or rewarding candor creates opportunities for leaders to see things that would otherwise be hidden and take corrective action before the tsunami gets started.

It also allows leaders to be fallible human beings and make mistakes without having them become a reason for them to spend the rest of their life in jail.

So here is a good test of your leadership ability. How transparent is your organization? Do you truly reward employees when they bring up things that do not seem right to them, or are they put down and punished?


Bob Whipple is CEO of Leadergrow Inc., a company dedicated to growing leaders. He speaks and conducts seminars on building trust in organizations.


Talent Development 16 Surveys That Work

November 8, 2020

Section 2.8 in the CPTD Certification program for ATD is Evaluating Impact. Section B reads, “Skill in creating data collection tools, for example questionnaires, surveys, and structured interviews.”

For about 5 years, I taught a graduate course called Experimental Design. The course was part of a curriculum leading to a Masters Degree in Organization Learning and Human Resources Development.

In preparation for writing this brief article, I went back and reviewed my slide deck for the course. It was 200 slides long, and many of the slides were heavy with statistical techniques. Obviously, I will need to skim the surface in this short summary article.

In the course, we studied how well-intended surveys often miss the mark and produce bogus results. We also studied the antidotes.

Why Surveys Fail

There are many reasons why surveys fail. I will list some of the more common reasons here and then describe the typical antidotes.

1. Survey too long and complex – one reason for poor data is because people get turned off by too burdensome and too many surveys. When people are angry about too many surveys, they give responses that do not reflect their true feelings.

2. Changes made are not evident – if leaders do not stress that a change is being made because of an employee survey, people will believe their input was ignored. The common misconception sounds like this, “They make us fill out all these ridiculous surveys, but nothing ever changes.”

3. Survey not valid – incorrectly designed surveys often do not measure the thing they are trying to measure. Surveys must be statistically validated to be useful.

4. Survey not reliable – If you would repeat the survey a second time, you would get a different result?

5. Questionable anonymity – If people believe there is some secret way management can find out who said what, then the instrument will not give accurate results. People will respond in ways they think management wants to hear.

6. No clear objective – When people are asked to fill out a survey, they need to know ahead of time why they are being asked to participate and what to expect.

7. Questions not clear – Often the wording of questions leaves people wondering what is really meant by the questions. In this case, you will get guesswork rather than valid data.

8. Leading Questions – Sometimes the way questions are worded leads to skewed data. For example, a political survey might ask, “Are you frustrated by the lies being spread by my opponent?”

Antidotes

I will list the antidotes to the problems in the same order.

1. Make sure your survey is user friendly. Take the survey yourself and ask if you would take the time to do this instrument justice on your most busy day. A good rule of thumb is to be able to fill out the information in less than 10 minutes.

2. Make sure you get back to everyone who responded with the results of the survey. Also, tie all changes made to the survey results, so people are aware of the connection.

3. Test if the survey is valid. The only way you can tell is a survey is measuring what you are trying to measure is to use a statistical analysis of the data. There are five different types of validity (Content, Construct, Concurrent, Criterion, and Predictive). Get help from someone qualified to measure validity. Don’t just wing it.

4. Test if the survey is reliable. This involves trial runs of the survey with different groups under different conditions. The survey needs to produce consistent information to be reliable. Another method is to use a split-half technique. Again, get help if you are not an expert in this area.

5. Insuring anonymity is tricky – The best method I have found to get people to really believe the survey is anonymous is to select a skeptical person from the population to help reduce the data into usable form. The skeptic will let others know that there was no secret means by which management knew who said what.

6. Clarity of Objective – This is a matter of good survey design. It is not just a simple matter of generating some questions and handing out the survey. It must be done with care and solid logic. The way the survey is introduced (typically with an email or letter) is critical. Otherwise you have garbage in garbage out.

7. Test your questions for understandability – This is usually done in the final design phase. You ask people how they interpreted the question. It is not uncommon for many people to be baffled by the wording. Check it out carefully.

8. Avoid leading questions – do not telegraph the requested answer by the way a question is worded. Like don’t ask “Would you like a yummy pizza?”

These areas are general, but they do show how generating a survey is not so simple as most people believe. If a survey is going to generate valuable information for the organization, it needs to be constructed well and administered correctly.

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.


Body Language 99 Overacting

November 6, 2020

Ideally, body language should be a natural form of communication that is mostly unconscious. Some people put too much energy into their body language, and it comes across as insincere and phony.

When you try to impress people with overt gestures, they will often become suspicious, and it lowers trust between yourself and other people. I will describe how overdone body language impacts us in a couple areas, starting with the entertainment world.

Entertainment

Consider the movie, “Dumb and Dumber.” The two principle characters (played by Jim Carrey and Jeff Daniels) constantly overdid their gestures and body language to the point where it became laughable. Actually, by the time the movie was half over, I was already tired of the humor.

When you think about it, many comedians make their living out of exaggerating gestures to the point of absurdity. A good example would be Kramer on the Jerry Seinfeld program. The phenomenon is not confined to the entertainment industry, it can occur in our professional and family lives.

Professional and Family

In the real world, overacting will get you into trouble because whenever you are forcing gestures, you are subject to sending mixed signals. Even if you try to have all your body language in the same direction, you run a high risk of confusing people. In doing so, trust is compromised.

You know some people in your professional circles who have broad sweeping gestures trying to make an impact. We also can experience some family members that use exaggerated body movements to punctuate drama. This tendency is also seen in some meeting environments where the stakes are particularly high.

Be your authentic self as much of the time as you can and let your body language flow naturally. Trying to force gestures in order to impress others or create some specific reaction in them, you inevitably sacrifice your own credibility.

How to Improve

One way you can hone your skill at using only natural and free-flowing gestures is to be a conscious observer of other people at all times. Look for signs of inconsistency in body language. As you become more adept at spotting the problem in others, you will naturally tend to do it less in your own case.

Try to catch yourself in the act of putting on a show in order to drive a specific reaction. Then block yourself from making the false signal. If you do it well and prevent yourself from sending mixed signals, then praise yourself for the growth you are experiencing.

Another way to grow in this dimension is to ask someone who is close to you to point out when you are being incongruent. Be sure to reinforce the person for sharing his or her reaction so you encourage more of that kind of candor in the future.

Studying Emotional Intelligence is another way to become more consistent. As we gain more knowledge of our own feelings and emotions, we can begin to see opportunities to modify our appearance to be indicative of how we are really feeling.

Overacting is a common problem in our society at all levels. Work to become more aware of any possible mixed signals you might be sending, and you will enhance the level of trust you experience with others.


This is a part in a series of articles on “Body Language” by Bob Whipple “The Trust Ambassador.”



Leadership Barometer 70 Lead by Example

November 3, 2020

There are hundreds of assessments for leaders. The content and quality of these assessments vary greatly. You can spend a lot of time and money taking surveys to tell you the quality of your leadership.

There are a few leading indicators that can be used to give a pretty good picture of the overall quality of your leadership. These are not good for diagnosing problems or specifying corrective action, but they can tell you where you stand quickly. Here is one of my favorite measures.

Lead by Example

Leading by example sounds like a simple concept, yet many leaders struggle to do it in day to day operations. Reason: it is easy to fall into a trap of “do as I say, not as I do.”

Leaders have a tendency to rationalize their current actions based on the particular situation. Of course, this is a deadly sin for any leader. Most leaders would deny having a problem in this area, yet many of them really do not see how they are compromising their position. Here is an extreme example of a Plant Manager to illustrate.

I once worked for a Plant Manager who was world class at this flaw. He would rant and rave about following the “do not walk inside the barrier” signs when construction was happening in the plant. He wanted managers to consider firing any employee caught crossing a barrier.

Yet, I saw him coming to work one day and park in his “special spot” next the building. He then stepped over a safety cone and chain to get to the door of the building. He was aware of the fact that no work was going on at the time, and he was in a rush, but he was unaware that anybody saw his transgression.

This same manager insisted in having a shutdown and review any time there was a safety incident within the plant. That was laudable. During one such inspection following a safety incident, he was standing in the production area twirling the safety glasses we had given him around next to his face. I politely told him to please put on his safety glasses, and he did so but gave me a dirty look.

A third incident with this leader that really upset me was when we had a rather serious incident that could have caused a fatality. I ordered the operation shut down for a full investigation. This was a large conveyor system for heavy materials that needed to be operated in complete darkness because the product being moved was photographic movie film.

One of the interlocks to keep product separated had failed, and an operator went in to clear a jam. He successfully cleared the jam but nearly got crushed by the incoming product afterward.

The team reviewed the accident report with me and indicated they were ready to start up again. I asked if they could guarantee the same problem would not happen again in the future. Not receiving a suitable answer, I ordered a complete stand down of the operation until further fail-safe measures were in place. This was not popular with the employees, who figured they could just be more careful.

After wrestling with the issues for a full day, the operations and maintenance personnel came up with a solution that really would guarantee the problem never happened again. I called a special meeting with the production people and the Plant Manager to go over the problem and the resolution.

We had the meeting, but the Plant Manager never showed up, even though his administrative person said he was available at that time. What an awful signal to send the troops.

After I wrote a blistering e-mail, I was on his blackball list for the rest of the time until he was fired by upper management for insubordination and lying.

The point of these examples is that people really do notice what leaders do. When they say one thing and then do something more expedient, there is no way to command respect. It should be grounds for termination of any manager.

However, lowly employees do not have the power to actually fire their leader, so they just do it mentally and write him off as a lost cause. By the way, if you asked this Plant Manager if he has ever sent mixed signals on safety, he would firmly deny it. He was honestly unaware of his stupid actions, as is the case with most managers who are duplicitous.

Beyond these obvious atrocities, there are many positive things leaders can do. When you go out of your own comfort zone to do something positive, people notice that as well. If a leader cuts her vacation short by 2 days in order to support an important plant tour with a new customer, that really registers with people.

If a manager goes out and buys a gift certificate with his own money to thank an employee who went way beyond the expected performance, word of it gets around.

When a manager helps clean up a conference room after a long meeting, it sends a signal.

In the book “Good to Great” by Jim Collins, he described what he called “Level 5 Leaders.” They were passionate people, but they were also humble. They were “more plowhorse than showhorse.”

These ideas are not rocket science, yet many managers fail at this basic stuff. You need to seek out ways to go above and beyond what people expect of you and never, ever violate a rule you expect others to follow.


Bob Whipple is CEO of Leadergrow Inc., a company dedicated to growing leaders. He speaks and conducts seminars on building trust in organizations.


Talent Development 15 Coaching Supervisors

November 1, 2020

Section 2.7 in the CPTD Certification program for ATD is Coaching. Section B reads, “Skill in coaching supervisors and managers on methods and approaches for supporting employee development.”

I have always had a keen interest in coaching of supervisors and managers. I believe their role is pivotal, and their situation is often challenging. Throughout my career, I spent roughly 40% of my time actually working with supervisors in groups and individually to develop and sharpen their skills.

Successful Supervisor Series

From 2016 to 2018 I wrote a series of 100 blog articles specifically aimed at creating more successful supervisors. I am sharing an index of the entire program here so you can view the topics covered. The index has a link to each article on my blog in case you may be interested in reading up on certain topics. Note: After you call up the document, you will need to click on “enable editing” at the top of the page in order to open the links below.

Use for Training

You may wish to select articles at random or as a function of your interest, or an alternative would be to view one article a day for 100 days. You could use the series as a training program for supervisors.

In that case, I recommend having periodic review sessions to have open discussion on the points that are made. There will likely be counter points to some of my ideas that apply to your situation.

Some examples relating to Employee Development

Most of this series deals with the development of the supervisors themselves, but many of the articles deal with supervisors supporting employee development. I will share links to 10 specific articles here as examples from the series:

9. Motivation

40. Engaging People

47. Coaching People on Money Problems

57. Building a High Performance Team

70. Reduce Drama

78. Trust and the Development of People

82. Trust Improves Productivity

88. Better Team Building

89. Repairing Damaged Trust

93. Creating Your Own Development Plan

I hope this information has been helpful to you. Best of luck on your journey toward outstanding Supervision and Leadership.

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.




Leadership Barometer 69 Admitting a Mistake

October 27, 2020

There are hundreds of assessments for leaders. The content and quality of these assessments vary greatly. You can spend a lot of time and money taking surveys to tell you the quality of your leadership.

There are a few leading indicators that can be used to give a pretty good picture of the overall quality of your leadership. These are not good for diagnosing problems or specifying corrective action, but they can tell you where you stand quickly. Here is one of my favorite measures.

Admit Mistakes

All leaders make mistakes. Few leaders relish the opportunity to publicly admit them. I think that is wrong thinking.

For many types of mistakes, a public “mia culpa” is a huge deposit in the trust account. Sure, there are types of mistakes that should not be flaunted before the general population.

For example, if a mistake is similar to one that a leader has made several times in the past, it is not a good idea to stand up in front of a group and say, “well folks, I did it again.”

Likewise, if a mistake is such a bonehead move it brings into question the sanity of a leader, it is not a good idea to admit it. But barring those kinds of issues, if an honest mistake was made, getting up and admitting it, apologizing, and asking for forgiveness is cathartic.

I once had the opportunity to call people together and admit a mistake I had made in a budget meeting the previous day. People were not happy to hear the news that I inadvertently gave away $10K, but I did have a steady stream of people come to my office later to tell me my apology was accepted and that my little speech hit a home run on the shop floor.

Reason: people do not expect leaders to apologize because it is almost never done. You catch people off guard when you do it, and it has a major impact on trust.

Apologizing upward is another tricky area that can have a profound impact. The same caveats for apologizing downward apply here; if a mistake was plain stupid or it is the same one you have made before, best not admit it to the boss unless some serious damage would result. But if you have made an honest mistake, admitting this to the boss can be a big trust builder. This is especially true if the boss would never know unless you told him.

I recall a situation in my career where I had inadvertently divulged some company information while on a business trip in Japan. Nobody in my company would ever know I had slipped in my deportment, but it bothered me. I took some special action to mitigate the mistake and went hat in hand to my boss.

I said, “Dick, I need to talk to you. I made a mistake when I was in Japan last week. You would never know this unless I told you, but here is what happened…” I then described how I let a magazine be copied where I had written some notes in the margin. I described how I retrieved the copy and was given assurances that other copies had not been made.

My boss said “Well, Bob, you’re right, that is not the smartest thing you ever did, the smartest thing you ever did was to tell me about it.”

That short meeting with my boss increased his trust in me substantially, and I received several promotions over the next few years that I can trace to his confidence in me.

Granted, his confidence was influenced by numerous good things I had done, but by admitting something that I did not need to do, the relationship was strengthened rather than weakened. This is powerful stuff, but it must be used in the right way at the right time for the right reason.

After making a mistake most leaders try to hide it, downplay the importance, blame others, or use some other method to try to weasel out of it. Often these actions serve to lower trust. Consider taking the opportunity to apologize publicly. Often it is a great way to build trust. Use this technique carefully and infrequently, and it can be a positive influence on the quality of your leadership.



Bob Whipple is CEO of Leadergrow Inc., a company dedicated to growing leaders. He speaks and conducts seminars on building trust in organizations.



Talent Development 14 Organization Development and Culture

October 24, 2020

Section 3.3 in the CPTD Certification program for ATD is Organization Development and Culture. Section F reads, “Skill in designing and implementing employee engagement strategy.”

I have seen many engagement efforts that were highly effective. I have also witnessed some that were complete failures. In this brief article I will describe the things that cause success or failure.

I appreciate the way this item is worded, because ATD has avoided calling it an “Engagement Program.” When you use the name “Program” to describe an effort to create higher engagement, it shows a poor understanding of how engagement is created, maintained, and improved.

I once inherited a production department of about 150 people. The incumbent Department Manager was an ex-Industrial Engineer who had a reputation of being a “people oriented” manager.

As I got to know the people and the manager, I was impressed that they had an “Engagement Room” where various teams would meet to work on their “Program.” There were fancy charts all over the walls and there was a facilitator hired to run the “Program.”

They had slogans and symbols for the effort. After a while I got the impression that this effort was a text book application to Organization Development that was done by the book. All the trappings were there, but I sensed something phony about the whole deal.

I recall meeting one of the senior employees in the hallway one day, and when I asked him about how the “Engagement Program” was going, his body language was not good.

I took the time to sit with this employee, and he told me in confidence, “To tell you the truth, Bob, we all think it is a bunch of B.S. We do a bunch of mickey mouse exercises and the entire effort is all hat and no cattle.”

As I looked into the situation more closely, I realized this was an effort by the Department Manager and the facilitator to drive “Engagement,” whether the real people wanted it or not. The effort was costing money rather than having the impact the manager desired, and it was doing more harm than good.

I searched for a different manager for the department and found an excellent people-oriented woman who had a better track record. I explained to her that the mechanical approach was not working and suggested she work to develop a culture of high trust and scrap the “Engagement Program.”

She went to work on this and gained substantial stake from the production workers, who were happy to participate in an effort to change the culture permanently to one of much higher trust. The new Department Head worked on creating Psychological Safety in the department and got rid of the signage and slogans.

Within six months the manager had turned the situation completely around. Productivity had doubled, and the entire group of employees were as engaged as I have ever seen a group. The contrast between a mechanical approach and a genuine shift in the culture was simply amazing.

Never think of employee engagement as something you can “do to” the workforce. Instead think of engagement as an outcome of a brilliant culture. Work on trust and building an honest environment where it is safe to voice your truth, and the workforce will choose to become engaged.


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 13 Business Insight

October 15, 2020

Section 3.1 in the CPTD Certification program for ATD is Business Insight. The first bullet reads, “A skill in creating business cases for talent development initiatives using economic, financial, and organizational data.”

In this article, I will describe the process I use to create, refine and present business cases to potential clients.

A proposal to do some training and development work has little chance of being approved unless you can identify the benefits that will accrue. One mistake that consultants often make is to consider only the tangible or visible benefits such as higher output, greater safety, or better quality.

Usually there are intangible benefits that are not immediately or easily measurable but that have a profound impact on the operation in the long run. These concepts might include the impact of training on trust, morale, or teamwork. Often these intangible benefits dwarf the more visible things that can be measured physically.

If the training is highly experiential rather than just reading and listening to lectures, the impact on personal growth will go well beyond what is in plain sight. This is why I design my programs to have a great deal of variety of experiences where the participants actually become part of the action.

These experiences include several role play activities, body sculpture, assessments, polls, breakout sessions, magic illusions, videos, group and individual activities.

My rule of thumb is to have some kind of hands-on activity for every 10-15 minutes of information sharing. That level of involvement allows the group to stay sharp through multi-hour sessions. I also provide a physical break every two hours and provide refreshments, if the session is in person.

I work from PowerPoint Slides but follow a rigid protocol to avoid “death by PowerPoint.” All slides are on a totally white background. Usually there are only 5-6 bullets with large text with less than 8 words per bullet. Each slide has a real photograph (not clip art) that I have downloaded and purchased. The photos are indicative of the content on the slide and are often whimsical in nature.

I never read the PowerPoint bullets verbatim. I discuss the content and let the participants read the actual words while I am talking. Of course, I share the slide program for later review and recall.

Considering these presentation details, there is a lot of team building going on while I impart the subject matter. That improved teamwork serves to enhance trust and build morale, which both translate into productivity for the group.

It is common to have productivity increase by more than 50% as a result of training a family group for just a few hours.

I also customize all training for the specific needs of the group. I have a survey instrument with about 100 different areas where training might be considered. The participants tell me ahead of time which items have the most value, so that I can customize the program to be focused on the areas of greatest return.

I determine any extant data that is available for the group. I will review things like Quality of Work-life Surveys, Turnover data, Grievance Reports and other data that is available on the prior state of the group.

I also customize all slides to be industry specific, so that the training will translate into the language the particular organization uses daily. I want all of the participants to get the feeling that this training was designed specifically for them, because it was.

Taking these steps allows me to present a business case to the organization that is thorough, balanced, and tailored to be laser-focused on the needs of the specific group.



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.