Leadership Barometer 65 How People Treat Each Other

September 20, 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.

How People Treat Each Other

You can tell the caliber of a leader instantly when you view how people in the organization treat each other. A good leader insists on constructive and helpful behaviors that model high trust and even affection.

Some people believe the word affection is too strong for the working world. I disagree. Groups that work for a great leader learn to really appreciate each other for their good qualities. That does not mean that everyone always gets along with no quarrels; that would be a phony environment.

Just like a family, people will eventually find some things to cause friction, but there is sincere affection behind any tension that shows trough as people work to resolve differences without doing emotional damage.

Good leaders teach their people to, as Ruth Bader Ginsburg suggested, “Disagree Without Being Disagreeable.”

Where leadership is weak, squabbles between people lead to childish behaviors that can cause permanent damage to relationships. It is easy to witness this in most organizations.

As Lou Holtz observed, “you can find a thousand things to not like about somebody but you need to look for the things that you do like, that support the team effort.” In an environment of support and affection it is easy to become a close knit team that is hard to beat.

Good leaders insist that their group generates a set of specific behaviors. It is important to be able to point at these things and call each other when the behaviors are not being modeled. The leader always works to model the behaviors and actually verbalizes them frequently.

It may sound like this, “Thanks for your comment Frank, I appreciate how your words supported Mary’s effort because that is a value and behavior we cherish in our group.

Watch for the signs of a group that, while there are differences, handle those disconnects in a mature and loving way. A group like that is being guided by an excellent leader.

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 10 Adult Learning Theory

September 17, 2020

One of the important skills in the CPTD Certification program for ATD is a knowledge of the Theories and Models of Adult Learning.

In this article, I will discuss Bloom’s Taxonomy and how to use it.


There are three categories that describe types of adult learning. These are: 1) cognitive (knowledge), 2) psychomotor (skills), and 3) and affective (attitude) (also called KSAs). These three categories were first described by Benjamin Bloom.

I will describe the differences between these three categories in my own words below.

Knowledge (cognitive)

This involves developing intellectual skills. You might study mathematics, or law, or you might become an expert on ecology and climate control. There are an infinite number of topic areas to explore, and the cognitive section involves becoming knowledgeable on any one or more of them.

Skills (psychomotor)

This area of the taxonomy includes the use of motor skills and physical movement. For example, you might become a ballet dancer, or a mountain climber, or an artist. The skills required to perform well in the particular subject involve use of motor skills.

Attitude (affective)

In this area, we deal with feelings and emotions. These are generally acquired skills that are experienced differently for each person. The whole area of motivation is part of the affective. We acquire these skills not only through training, but we also discover them ourselves from just experiencing life.

A key point here is that training professionals will use different tools and methods depending on what part of the taxonomy is being developed.

Knowledge is the easiest area to transfer information. It usually involves some reading and lecture to bring out the finer points of the concepts being taught. There is also significant practice time to ensure full transfer of the content.

Workbooks and problem sets give the learner significant variety of ways the tools are used. In most situations there is an identifiable right way to do things.

For skills, there is usually lots of practice time developing the motor skills and muscle control necessary to do the task. There may be more than one right answer to how things are done, so some degree of personal preference needs to be allowed.

Often safety factors are a major part of skill building. For example, if you are learning mountain climbing, you must know at what altitude you need to put on an oxygen mask.

For Affective training, the methods may involve role playing, group brainstorming, body sculptures, and simulations. These are mostly experiential techniques that instill the proper attitudes by having the person immerse him or herself in the scenario and a professional debriefing to highlight the key learnings involved.

The Affective area has the most variety of outcomes because each individual will take away potentially different information from the training.

Using Blooms Taxonomy involves understanding these three learning situations. For the professional trainer or designer, it is important to know what area you are working on at any particular point and use the correct tools to obtain an optimal result.


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 93 Small Hand Gestures

September 13, 2020

In a prior Body Language Article – 14 Hand Gestures, I discussed large hand gestures, such as pointing or using the “Time Out” signal. In this article I will discuss some of the smaller gestures that we are all aware of and use regularly to communicate concepts.

Here are some of my favorite small hand gestures:

Tiny amount – We signal something small or a tiny amount by pinching our forefinger and thumb together and then opening a very small space between the fingers. We often hold our hand at eye level as we do this as if we are looking through the gap between the fingers.

Call me – For this gesture, we first make a fist with our left hand, then we extend our pinkie and thumb straight out. It is an invitation to have the other person call you soon.

Text me – in this case we would simulate holding a phone in one hand and pretend to be pecking letters into an app.

You have the floor – We signal for another person to speak by extending one hand outward with palm up. Extending both hands with palm up is generally a signal of openness.

Good job – For this gesture we usually use one thumb up. This can also mean agreement.

We won – The victory signal with the first two fingers held straight up in a simulated letter “V” is the way we convey this concept. You must be aware of the context, because the same gesture can indicate the number two. In general, we signal any number up to ten by holding up that number of fingers.

Another meaning with fingers held up is the number of minutes or the cost of an item. This gesture is also used to indicate “peace.”

Anger – we signal anger by holding up a clenched fist. You can see that gesture at most protests when groups of people want to signal their displeasure. This gesture is also a sign for black power.

Easy – We snap our fingers to show something was very easy for us to do.

OKAY – The OK sign with the forefinger and thumb touching forming a letter “O” is the typical meaning in western society, yet it is dangerous to use this sign in different culture groups. For example, in Japan the gesture means “nothing” and in some countries it is actually an obscene gesture indicating a homosexual act.

Stop – We usually just hold up our hand with the palm facing the person we are trying to stop.

Go faster – for this gesture, we rotate our hand in a tight circle from the wrist.

Be quiet – for this gesture, we hold our hand palm down sometimes patting as if to dampen the sound.

Shoot – to indicate hostility toward another person, we might use the simulated gun gesture with the index finger out straight and the thumb sticking up. The other three fingers are curled into a semi fist. Depending on the circumstances, this gesture can be dangerous. I suggest you don’t use it at all.

There are numerous other hand signals that make up the lexicon of body language. Of course, there is also an entire language that a hearing or non-hearing person can use to communicate with a deaf person. This language is called “signing,” or in the USA “ASL – American Sign Language.”

Keep your eyes open for the hand gestures we use to communicate every day. You will see these simple movements of our digits greatly enhance our ability to communicate.


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



Talent Development 8 Compliance and Ethical Behavior

August 27, 2020

The topics of Compliance and Ethical Behavior are part of the ATD CPTD Certification model.

This topic involves a knowledge of laws, regulations, and ethical issues related to the access and use of information. There are numerous statutes that help to safeguard sensitive information, whether that is copyrighted information, patented technology, or personally sensitive data.

The area of ethical corporate behavior is the topic of this article. I have been involved with ethics all my life and have taught different courses on the subject at local universities. I consider ethical behavior to be a subset of trust, and it is simply about doing business the right way.

We tend to rationalize situations when there are difficult choices. We use flawed logic to make something seem right when it really is not. To guard against ethical lapses, we need organizations to build cultures of trust and psychological safety.

The ability to speak up when you see something that does not seem right is at the core of ethical behavior. Unfortunately, in many organizations, the leaders find ways to punish rather than reward whistle blowers.

Leaders who have built up a high degree of trust based on the knowledge that it is a good thing to speak up when something does not seem right have the advantage of many eyes and ears to view each action. If a leader gets off the straight and narrow through some form of rationalization, the individuals will point that out. It is up to the leaders to reinforce this candor by making the whistle blower glad he brought up the problem.

In Rochester New York, we have a group that has been seeking to raise the level of ethics in our extended community by celebrating organizations that are doing great things with respect to ethics.

We call the effort “Elevate Rochester” because by openly celebrating highly ethical organizations we raise the level of awareness for ethics. Our vision is to eventually become the “Gold Standard” in terms of an ethical community.

We have a long way to go, but our program is strong and vital. It involves an annual contest to uncover highly ethical organizations (except 2020 due to COVID-19). The contest starts early in the year by a series of breakfast meetings to encourage organizations to apply for an award we call the “ETHIE.”
Groups then fill out a brief application form that asks for content and examples in the following four areas.

1. Ethical Leadership – we ask the organization to identify the importance of values, ethical standards and moral conduct in all stakeholder relations.
2. Organizational Excellence – to establish and maintain ethical standards and operational processes that are well deployed throughout the organization.
3. Ethical Challenges – this is a description of how the organization deals with ethical issues when they come up either internally or externally.
4. Corporate Citizenship – how the organization gives back to the community and supports the well-being of society.

For 2021, we will be adding a fifth section that deals with how well the organization practices inclusion and equity principles in their work.

Organizations fill out the application, and an independent panel of judges decides which organizations meet the criteria and pass on to the next level of activity, which involves a site visit to witness the degree of deployment of the above areas.

Finally, in the Fall, there is a celebration that mimics the Oscar Awards, thus celebrating the best ethical organizations in our region.

Participating organizations tell us that the organized process is the valuable part of the contest. Getting a glass statue for the trophy case is the icing on the cake, but the real benefit is bringing ethical behavior front and center within the organization on a daily basis.


Robert Whipple is also the author of The TRUST Factor: Advanced Leadership for Professionals, Leading with Trust is like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob consults and speaks on these and other leadership topics. He is CEO of Leadergrow Inc., a company dedicated to growing leaders.



Leadership Barometer 62 Level of Trust

August 20, 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.

Level of Trust

Good leaders create a legacy of trust within their organization. I have written elsewhere on the numerous hallmarks of an organization with trust as opposed to one that has no trust.

Is there a quick and dirty kind of litmus test for trust? Think about how you would know if an organization has high trust.

You can do extensive surveys on the climate or call in an expensive consultant to study every nook and cranny of the organization, but that is not necessary.

All you need to do is walk into a meeting that is going on and observe what you see for about 5 minutes. You can get a very accurate view of the level of trust in what Malcolm Gladwell calls a “thin slice” of a few minutes watching a group.

Look at how the people sit. Are they leaning back with arms crossed and rigid necks, or are they basically leaning either in or toward the other people next to them?

Observe the look on the faces of people in the meeting. Can you see pain and agony, like they do not want to be there but are forced to endure the agony till the boss adjourns?

Listen to how people address each other. Is there a biting sarcasm that seeks to gain personal advantage by making other people in the room look small, or do the people show genuine respect and even affection for each other?

See how individuals interact with the leader. Is it obvious that everyone is trying to help the leader or are they trying to trip him up or catch him in a mistake? Do the participants show a genuine respect for the leader?

Is there a willingness to speak up if there is something not sitting right – for anyone, or is there a cold atmosphere of fear where people know they will get clobbered if they contradict the leader? In other words, is there psychological safety in this group?

If there is work to be done are there eager volunteers or does everyone sit quiet like non bidders at an auction?

Is the spirit of the meeting one of doom and gloom or is the group feeling like masters of their own fate, even when times are rough?

Do the people focus on the vision of what they are trying to accomplish, or do they focus on each other in a negative way.  The former is an indication of a high trust group while the latter is how low trust groups interact.

These are just a few signs you can observe in only a few minutes that will tell you the level of trust within the group. That trust level is an accurate reflection of the caliber of the leader.

I used to tell people that I could tell the climate of an organization within 30 seconds of watching a meeting. You can actually see it in the way people interact with each other.


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 7 Cultural Awareness and Inclusion

August 16, 2020

The topics of cultural awareness and inclusion are part of the ATD CPTD Certification model. Basically, this involves skill in integrating diversity and inclusion principles in talent development strategies and initiatives.

I had a recent wake up call on this topic because I had just finished a leadership course but failed to create enough discussion on the social unrest that occurred in the summer of 2020. I received a comment to that effect on a feedback report.

Since then, I have gone back and modified my course in several ways to elevate the topics of equity and inclusion. Here are six of the points I have added.

Point 1 – Diversity is an Asset

When you have a mixture of cultures and differing opinions, the team can come up with more creative solutions to problems. The ability to see issues from different angles enhances the quality of dialog as long as all individuals show respect and trust for each other.

At work, I made it a point to promote people so that my team was highly diverse. Of the (roughly 40) supervisors and managers reporting to me, they were 1) more women than men, 2) roughly 30% racially different from me 3) of different age groups and with diverse cultural upbringings. I always enjoyed the diversity of my teams because we were able to see things from different angles. We listened to each other and avoided a monoculture in my area.

In nature, a monoculture is a weakened state. If you plant the same crop on a plot of land year after year, it will become susceptible to disease and produce lower yields.

Point 2 – Silence is being Complicit

Discussions that include individual differences can become uncomfortable, so many leaders tend to avoid them. That is a mistake. If you try to ignore the topics of equity and inclusion, you actually become part of the problem rather than part of the solution.

Dialog is essential because it leads to higher levels of awareness. The most dangerous part of bias is unconscious bias, so it is essential to discuss differences, and be receptive when others point out how you are showing bias.

Point 3 – There is no Fence Anymore

You must take a stand and declare your posture on fairness and equity. It is not possible to sit on the fence and let others argue the fine points of racial injustice, or any other form of prejudice.

Point 4 – Do not say “I Understand”

There is no way that a person from a privileged class can understand what it is like to be from a disadvantaged group. The person from a disadvantaged segment will have endured far more pain and feelings of inadequacy every day of his or her life than you can possibly imagine.
Recognize the emotional load that others carry, but do not patronize by saying “I understand.” You don’t.

Point 5 – Get Comfortable with Being Uncomfortable

Many of the discussions on equity and inclusion will be challenging and difficult. Both sides of any issue will make false steps along the journey to understanding.

Recognize and factor in the difficulty of the challenge.

Point 6 – Don’t Hire with the Idea of Getting Someone to “Fit In.”

It is a mistake to bring in people who are just like the rest of us. Always seek to hire people with differing points of view and backgrounds. Note: that does not mean you should seek to hire people who will be disruptive or abrasive. Rather seek to diversify the points of view for various people on the team.

These are just six points out of thousands that could be discussed, but they do demonstrate that I am trying to address the issue of cultural awareness, equality, and inclusion more consciously in my leadership work.

Robert Whipple is also the author of The TRUST Factor: Advanced Leadership for Professionals, Leading with Trust is like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob consults and speaks on these and other leadership topics. He is CEO of Leadergrow Inc., a company dedicated to growing leaders.


Talent Development 6 Electronic Communication

August 6, 2020

The very first area of personal capability in the ATD Certification Institute Content Outline is “Communication.” Within that category, the second skill area reads: “Skill in applying verbal, written, and/or nonverbal communication techniques.”

Personally, I would add the concept of electronic communication to that bullet, because we continue to communicate more through electronic means than other ways.

Years ago, I saw many professionals make critical errors when trying to communicate online. That observation caused me to write a book on the topic way back in 2006. The book was titled “Understanding E-Body Language: Building Trust Online.” Most of the content is still valid today.

Here are a few of the key points I made in the book.

Use the right mode of communication

Every time we attempt to transfer information through communication, we have a choice of how to do it. For some topics, a “Town Hall Meeting” format will be best. Other times a phone call is the most appropriate, while for other situations an email would be the best choice.

The first rule in communication is to consider what mode to use for a particular situation. For example, if you are having an “e-grenade” battle with another person going back and forth with escalating rancor and distribution, it is a wise strategy to pick up the phone or walk down the hall to change to a less inflammatory method of communicating.

Email is not conversation

Because of the pattern of entering data and then getting a response before adding more information, we often think of email messages as if they are a conversation. But email communication is far different from conversation.

When we are face to face with another person, we have the opportunity to flex our tone, cadence, content, and message based on the real-time body language we observe on the part of the recipient.

In email, we have no ability to modify the message based on how it is being interpreted by the receiver.

We just take our whole unmodified message and put it in a box and plop in into the lap of the receiver. Never think of email as conversation. It is so much easier to get into trouble in email versus face to face communication.

Less is more in emails

To communicate at all, it is necessary for the recipient to not only open the note but to actually read the whole thing and absorb the meanings you put into it. If you have a reputation for sending long, rambling, poorly-formatted emails, you may think you are communicating, but if people just don’t bother to open your notes, then you are in error.

You probably know someone who when you see their name pop up in your inbox, you say something like, “Oh no, not him again. I don’t even want to open this note because it will be upsetting to me and take me 15 minutes to unscramble.”

You know other people who you welcome in your inbox, because you anticipate their note will be well formatted BRIEF and easy to digest. Make sure you are perceived more like the second person than the first.

I have two rules of thumb to keep out of trouble.

Rule 1 – Your email should be able to be read and interpreted in 15-30 seconds. If there is more detail necessary, consider a different form of communication or use optional attachments.

Rule 2 – Make sure that when the reader opens up your note, he or she can see the signature at the bottom of the FIRST page. The reason is that if the text of a note goes “over the horizon” to more pages to come, it puts the reader off because the person does not know how long this note is going to be.

Subject and first sentence set the tone for a note

Before a person opens your note, the only bits of information are your name and the subject. Make sure the subject is clear and unambiguous.

Then, when the person opens up the note, the very first few words will actually set the tone for the entire note. Make sure you start off on the right foot with the reader.

It is best to avoid having the first word be “You.” Reason: regardless of the content to follow, the tone of the first word puts the reader on the defensive. This is especially true if you would follow the pronoun with an absolute (eg “You always,” or “You never”).

Be cheerful but not banal. For example, “Hi George” is a good start, but if it is followed by “I trust this note finds you and your loved ones feeling well” you have lost credibility. Also, while I am on the topic of banal, please do not write at the end of your note, “and remember we will all get through this together.” It was old several months ago.

Emails are permanent documents

Once you hit the send button, you have lost control of the information. It can go to anyone else at any time in the future. When we speak to others, the half life of the information is a few days to a week, but when it is online, the information is available forever. Try to mostly praise people online but coach them verbally.

If you use electronic means to criticize other people, there will likely be significant damage control necessary, as we witness by the tweets of some famous people.

Accomplish your objective

When you communicate online, you have an objective in mind. You want to obtain a positive reaction to your note. When you proofread your note before sending it (which is always a best practice) ask yourself if this content and format is going to get the reaction you wanted.

Write when you are yourself

We have all made the mistake of flashing out to others in email when we are upset. It is sometimes difficult to hold back, but it is always wise to send out notes only when you are in good control of all your faculties.

These are just a few of the points I make in the book. They seem obvious, but in the hub bub of organizational life we sometimes forget these basic ideas. That habit works to our disadvantage.

The preceding information was adapted from the book, Understanding E-Body Language: Building Trust Online by Robert Whipple. It is available on http://www.leadergrow.com.

Robert Whipple is also the author of The TRUST Factor: Advanced Leadership for Professionals, Leading with Trust is like Sailing Downwind, and Trust in Transition: Navigating Organizational Change. Bob consults and speaks on these and other leadership topics. He is CEO of Leadergrow Inc., a company dedicated to growing leaders.



Body Language 89 Clusters

August 3, 2020

I have been studying body language since my wife bought me a book on it in 1979.
There is still much to learn, and I will never can know it all.

We sometimes get fooled when observing another person’s body language. That can happen for a number of reasons. Here are a few of them:

1. The person may be from a different culture or background from us.
2. We fail to take into account what is happening around the BL signal – the context.
3. We rely on a single gesture to imply full meaning rather than clusters.
4. The gestures we are seeing are not consistent with the words the person is using.

The third point is the topic of this article. Looking at a single gesture and applying meaning has a significant danger for misinterpretation.

If you are observing another person making three or more gestures that are all consistent, then your chances of accurately decoding the emotion being conveyed are greatly increased.

For example, If I see a person with raised eyebrows, I might interpret it as worry or anxiety. That may or may not be true. People raise their eyebrows for a number of reasons.

However, if I witness a person who is shuffling weight from one foot to the other while putting a finger in his collar and moving it back and forth while simultaneously showing a frown with the mouth and raised eyebrows, I can be quite certain this person is experiencing anxiety.

Let’s look at another example. Suppose I see a woman whose eyebrows are furrowed. I may assume she is angry, and that could be the case. But, if I also witness her with flared nostrils, hands on her hips, shoulders back, chin jutting forward, I had better get ready to do some serious groveling.

Another trick is to observe the fleeting gestures, also called “micro expressions.” These gestures happen so quickly we might miss them if we are not on the alert.

A micro expression may be as short as 1/30th of a second. Observing a series of micro expressions that all point in the same direction is a great way to improve the accuracy of reading the body language signals.

I will share an example of a micro expression using myself as the guinea pig. Here is a link to a short (10 minute) video I once did on “Planting a Seed of Trust in the First 10 Seconds.

Note: The material on shaking hands in this video no longer applies until conditions with COVID-19 change, but you can see a great example of a micro expression at 4 minutes and 46 seconds into the video.

At that point in the video, I am talking about ways to show your eagerness to meet the other person.

I first describe your body language if you are really positive and have a good feeling when approaching the other person. I then go on to explain the negative side, if you are not particularly happy about meeting this person.

Just before going with the negative side, I pull my mouth tight and to the side. It is only for a fraction of a second, but that gesture is a micro expression that signals that I am moving from a positive frame of mind to a negative one.

When I was making the video, I had no knowledge that I was making a micro expression. It was only when I reviewed the video later that I saw the gesture.

It is typical that we are conscious of only a tiny fraction of the body language signals we are sending to others. Observing all of the body language signals that are coming in, including the micro expressions will enhance your ability to detect a cluster.

You also need to consider that a person can be experiencing multiple emotions at the same time. For example, a person may be feeling embarrassed with a hint or regret or even grief. That would allow for multiple signals to be sent simultaneously. The permutations are countless.

Get in the habit of looking for auxiliary clues when witnessing emotions expressed through body language. If you make a conscious effort to look for multiple signals, you will gain strength in this important life skill.


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


Leadership Barometer 60 Creating a Brilliant Vision

July 31, 2020

Without a well-defined vision, the organization has no true direction. It is like a ship without a rudder, sailing around at the mercy of the wind, hoping to find a safe port with little chance of reaching one. Creating vision is absolutely essential for any group because it gives a common direction and provides a focus for energy.

Not all vision statements are helpful. Some are relegated to plaques on the wall and ignored. This is a tragedy because an uninspiring vision breeds apathy and is worse than no vision at all. If people point to the vision statement on the wall and say, “that is where we are supposed to be going but they don’t act that way,” you are in trouble.

Joel Barker made video and wrote a book titled “The Power of Vision.” I recommend it to all leaders who wish to generate a great vision. He presents four conditions necessary to create a powerful vision. According to Barker:

Good visions are:

1. Initiated by leaders – vision starts at the top.
2. Shared and supported by all – vision is supported by the “vision community.”
3. Comprehensive and detailed – vision includes how, when, why, and what, so that everyone can see their part.
4. Positive and inspiring – vision has “reach” and is worth the effort.

If you close your eyes and envision the ideal future state for yourself and your area, what does it look like? This is a first glimpse at your vision for the organization.

If you are not in a leadership position, your vision will be just for yourself. It is a powerful statement of your goals boiled down into a simple focused phrase. It should be inspiring enough to elicit your best, sustained efforts.

If you are in a leadership position, spend some quality time with your team, identifying possible vision statements and weeding out all but one. Work on it with your key leaders.

Get input from all stakeholders. It is critical for each person in the organization to make a connection with the vision: to own it. They must see themselves as partners in order to make it a sustainable reality.

This is not a 15-minute exercise. Some groups spend months working on developing a good vision statement. The process can get convoluted and burdensome if not handled correctly.

If you are adept at facilitating group discussions, you may conduct this yourself. If not, a professional facilitator would be worth the investment.

As the leader, even if you feel qualified to lead the discussion, you still may want to hire an outside person so you can become one of the people developing this material. The danger if you lead the discussion is that you could influence it too heavily.

In general, if a leader brings in a consultant to facilitate a discussion or to assist with a particular instrument or skill set, there is usually a high value.

If the consultant is brought in to get into the trenches and do the dirty work of leadership, it is often a disaster because the consultant can undermine the leader.

The leader calls in a consultant and says, “Things are a mess around here and I’m under a lot of pressure. Performance is horrible recently and morale is way down.

I haven’t got time to fix the problem because I am overloaded just trying to run the business, and I have to attend all these management meetings. I need you to assess what is wrong and recommend a program to get back on track. If my team buys into your recommendations, we will let you handle the program.”

This leader probably has lost the ability to lead the organization effectively. As the consultant mucks around trying to understand problems, significant negative energy is unearthed but the consultant doesn’t have the authority to fix these issues.

Meanwhile, the leader is “busy running the business,” and being micro-managed by superiors. Morale and performance go down even further until, finally, the leader is simply forced out.

This is why it is important for the leader to be the driving force in creating a vision for the organization. It cannot be delegated to a consultant or even a high-ranking lieutenant. The leader is responsible for making sure the vision statement is clear, compelling, memorable, actionable, and real.

Key ideas for developing a good vision statement:

Most importantly, make sure your vision tells everyone where the organization is going. A nice sounding phrase that doesn’t have pull makes a poor vision. For a football team “We will be number one in the league within 3 years” is a better vision than “We will improve our position in the rankings every year until we become the top team in the league.”

Avoid grandiose sweeping statements that are too broad. “We will become the best in the world at computer technology” would be too general and vast for a good vision statement. A better example might be “Our superior microchips will gain 90% market share with computer manufacturers in 5 years.”

Make sure people can connect their everyday activities to the vision. “Every interface is a chance to bestow great customer service” would allow everyone to view daily activities with customer service getting top billing.

Keep it short and powerful. Avoid long lists of items that sound good but don’t create a picture. For example, being “trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean, and reverent” may be a good motto for the Boy Scouts, but it would make a terrible vision statement.

Select colorful words that inspire rather than describe. “Our greeting cards melt the heart and transform the soul” would be superior to “Our greeting cards are better because they make people feel great.”

Keep it short. The fewer words the better. “Absolutely, positively overnight” is better than “Our packages are guaranteed to arrive by the next day or your money back.”

Use special words to emphasize your most significant point. “We will never, ever, run out of stock” is better than “We promise to keep our customers’ needs met by always having stock on hand.”

Don’t try to be abstract or cute in order to grab attention. “We have the softest software in the nation” might be a slogan helpful on Madison Avenue, but it makes a lousy vision. Instead try “Software delivered on time, every time!”

The initial thoughts often contain the seeds of the eventual finished product. Craft these thoughts into words and images. Sometimes a picture or logo can be enough to communicate a vision, like the Rock of Gibraltar for Prudential Insurance.

Communicate the organization’s values and vision to everyone in it. Do this well and often, as it forms the basis of everything to come. Frequently demonstrate your alignment with the vision by naturally working it into conversations.
You might say, “Well, let’s call the customer and tell them about this situation. After all, our vision is to put the customer first.”

James Kouzes and Barry Posner state in “The Leadership Challenge”:

“In some ways, leaders live their lives backwards. They see pictures in their minds’ eyes of what the results will look like even before they have started their projects, much as an architect draws a blueprint or an engineer builds a model. Their clear image of the future pulls them forward.”

Some leaders are so busy they don’t want to spend time doing this kind of work. That is a huge mistake. This activity cannot be delegated, and it is actually the most important thing the leader should be doing while restarting an enterprise.

Being too preoccupied with the business to develop a clear vision shows the leader does not understand the power of vision.

As a leader, you need to make sure people understand your passion for the vision. Do this with both words and actions. Let people know you put your whole self behind the words.

Once when we were trying to instill a vision of significantly improved product quality, one of our parts failed to fit into our customer’s equipment. They complained and we “fixed” the problem. Everyone pledged it would never happen again, but a similar problem recurred a couple years later because everyone did not follow the “fix.” Somehow, people needed to get past the rhetoric about improving quality and realize a permanent improvement was required.

I wrote my resignation from the company without a date and put a copy in my desk drawer. I announced that the resignation would be pulled out, signed, dated and submitted the next time a part of ours failed to work in customer equipment. I told every group about the letter and even showed it to some people. Although not explicitly stated, most people extrapolated if the boss was to lose his job over poor quality, others would be similarly affected. We never had that kind of problem again. The vision sank in and registered.

Look at the policies and procedures of your organization and test them against the new vision. Often you will need to modify them to be consistent. Ignoring this step will result in confusion and lack of commitment to the vision.

Warren Bennis writes:

“The only way a leader is going to translate vision into reality – an ability that is the essence of leadership – is to anchor and implement and execute that vision through a variety of policies, practices, procedures, and systems that will bring in people and empower them to implement the vision.”


The preceding information was adapted from the book The TRUST Factor: Advanced Leadership for Professionals, by Robert Whipple. It is available on http://www.leadergrow.com.

Robert Whipple is also the author of Leading with Trust is like Sailing Downwind 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.


Talent Development 5 Role Play

July 28, 2020

One of the capability areas in the ATD CPTD certification model is “Instructional Design.” I get a lot of mileage out of doing role plays with groups, whether the training is in person or virtual.

I find that the ability to work on a problem situation with another person in an unscripted format is a great mental break, so I insert several of these into my courses. People really love them and have a great time doing the role plays.

Here is an example of a brief video I shot in Jamaica when I was doing some leadership training for a group of talent development professionals a few years ago. Notice how the participants are having a rollicking good time while learning a significant point about trust.

The trick in designing role plays is to have a twist in the scene that is known by only one of the people involved and that the person is sworn to not divulge. The other person knows there is an elephant in the room, but that is not being shared for some unknown reason.

In this particular role play I pair up someone playing a middle manager with a quality group leader reporting to that manager. Each person gets a write up of roughly 200 words that explains the situation.

In this case, the manager has just promoted a different group leader to the manager level. The person promoted is inferior to the group leader who was passed over, but she is very attractive. The passed-over group leader is furious and wants to pin down the manager for playing favorites.

What she does not know is that the manager was instructed to promote the other person by the CEO and instructed to not divulge this to the disgruntled group leader who was passed over.

What follows is an exercise in what to say when your actions made no sense, but you must defend it on instructions from your boss. Of course, the debrief reveals that the real problem is that the CEO is the one who is playing favorites but he wants his role in the selection to remain hidden. That underscores a problem of integrity and accountability, which destroys trust.

Role plays seem to work to break up the instructional pattern, so people remain fresh for the major part of the content. I also use body sculptures, stories, magic illusions, physical demonstrations, and visual aids to add more spice.

Another technique is to post a photograph or cartoon and ask each individual to write a funny caption. Then they can read their captions to each other.

My rule of thumb, whether in person or virtual, is to not have more than about 15 minutes of content without giving the group a mental break of some kind. This makes the time fly by and keeps the group fresh, because they never know what is coming up next.

One precaution is that there needs to be a significant learning or point in each activity. The activity matters to the entire learning experience. Even though it is fun, it is not just for fun. During the debrief, you point out the main lesson and discuss the significance. For the participants, this allows experiential learning to occur in an atmosphere that is fun and lively.


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

Robert Whipple is also the author of The TRUST Factor: Advanced Leadership for Professionals, Understanding E-Body Language: Building Trust Online, and Trust in Transition: Navigating Organizational Change. Bob consults and speaks on these and other leadership topics. He is CEO of Leadergrow Inc. a company dedicated to growing leaders.