How To Make The Most Of The Workshop You Attend

I'm on a flight to Los Angeles to deliver a workshop on Myers-Briggs and Emotional Intelligence. I'm thinking back to the training I did to become certified in the EQi-2.0 and how I wish I had taken more notes and spent more time reviewing.

Even though I love EQ work and use it extensively with clients, there are nuances of the EQi-2.0 assessment that I don't remember (already put a coaching meeting with an EQ trainer on my calendar).  This has got me thinking about how many of us attend workshops throughout the year, but don’t retain as much from them as we wish we could. According to Forbes, attendants of a lecture retain only about 50% of what they learn after two weeks.

So many helpful nuggets are given in a workshop that I wish I had a system to retain them all and then implement them well.  If you are still reading this blog, you probably can relate.  Here are some things I have found helpful throughout my years of attending and giving workshops:

1) Before you go into the workshop, perform brain dump.

Brain dumping is a way to get clear and be fully present. I wrote out 7 tips on how to be fully present when you have a lot on your mind in a previous blog. One exercise is called the “Brain Dump.”

This exercise involves listing on a piece of paper all of the things that are on your mind at the present moment. Think not just about work, but also about home, family, hobbies, entertainment, etc. Take 10 minutes to write them out.

Next to each item, quickly jot down the ideal outcome you want for that item. Then write down the next action step that needs to be taken to achieve that outcome.

This exercise clears your mind and creates space for more information.

2) Take really really clear notes.

I like taking electronic notes during workshops I attend. However, if I'm not careful, as the days, weeks and months go by, I may not fully understand what I wrote down when the time comes to review them.  Make sure you set aside some time to review your notes right away, as close to the end of the workshop as you can. The breaks during a workshop are even more ideal.

3) If the facilitator says anything that is unclear, ask them to clarify.

Don't be afraid to ask the facilitator to clear up a point they made. You will be doing yourself, your fellow participants, and the facilitator a favor. This is often how I get the best refinements to the workshops I conduct.

4) If the facilitator has not done so, see if you can whittle down the workshop to three main points. 

A client, after previewing slides, asked me to come up with five "pithy" phrases that the participants could use as a review slide. That advice alone moved my workshops to the next level. It turned out that senior leaders especially valued that slide.

5) See how you can immediately implement at least three core parts of the workshop - personalize it.

To make the most of the time you invested in participating in a workshop, look for ways you can immediately use what you've learned.

The idea is to start using what you've learned before you forget it.

See number 7 for one of my favorite ways.

6) Set up a few review times.

Typically, when I deliver a workshop, I like to have a group coaching call a month after the workshop, and another one three months after the workshop. This gives participants a chance to implement and develop questions to better utilize what they've learned.

If that feature is not offered to you and your team, request it, because it will dramatically increase retention and use.

If you're met with resistance, do it on your own. Don't feel shy about emailing the workshop facilitator with your brief questions. We'd love to be at further service.

7) Teach others what you've learned.

Before the beginning of the workshop, have in mind that you are going to teach others what you've learned.

This will help you be present, make sure that your notes are clear, and that you yourself understand everything.

Generously share with others what you've learned.  In the process, you will learn and implement much more than you would have otherwise.

Imagine the impact on your team if they got the nuggets that have helped you.

There is a reason you are participating in the workshops you're attending. You’ve invested time and money and energy into this opportunity. Make the most of it for yourself and for your team as you move your team towards higher performance.

Chew On This:

  • What difference would it have made to you if you had been able to remember more of the workshops you attended?
  • What steps can you take to make the most out of future workshops?

Ryan C. Bailey is President and CEO of an organizational effectiveness company.

What the Fitbit Workweek Hustles Taught Me About Pacing

 

It might be hard to make out from the photo, but this is a picture of my swollen foot and the red rash that covered my lower legs not too long ago.

In a previous blog, I related what I had learned about healthy competition through participating in Fitbit Workweek Hustles.

I shared how I had rediscovered what a competitor I am.  Given my schedule, I thought at first that it would be super hard to get to 10k steps per day. Then, thanks to the encouragement and example of my just-as-busy-friends, I started averaging 18k-21k steps per day.

I realized that when I did phone meetings, walking actually helped me focus more on my clients, and get to the heart of their concerns.  That was a side benefit, but during the first couple of weeks, I did not win a Workweek Hustle.  I marveled at how the winners could get over 100k steps in a five day span.  I wanted to reach that mark, but doubted if I could.

Then it happened.  I got into a deep competition with a friend in NY.  We pushed each other hard throughout the week.  Late at night on the last day of competition, we were both walking--she in NY, me in Atlanta.  We reached 100k at about the same time.

Though I was tired, I kept moving.  My socks were itchy, but never in a million years did I think I was doing to my foot what you see in the picture.

We both continued to walk until midnight, and I actually won.  It was close, but I was thrilled to finally have won my first workweek hustle.

As I approached the front door of our house and slowed my pace, I could tell I was somewhat sore. But when I started going upstairs to our bedroom, the soreness really hit.  My legs continued to itch, and when I took off my shoes and socks so I could shower, I could see that my feet were swollen, even though the light was dim.  “Oh well,” I thought, “I’ll elevate them with pillows and sleep that way.  I’ll be ok.”

But when I turned on the lights, I could see all the red splotches on my leg.  I had no idea what they were, and I feared what it might mean.

After showering, I felt even more sore, so I got into bed.  When my wife came upstairs, I asked her to check my legs.  She gasped when she saw them, and it was one of those gasps of real concern.  “I’ve pushed it too far,” I thought.  “I’m really going to pay for it.”  She looked at me as if I should have known better.  And she was right.

I am an overweight 47-year-old man who had just resumed working out a couple of weeks earlier, and I had overdone it.

The next day, I had a doctor look at my legs and feet.  The doctor said to keep them propped up, do light walking on the weekend, and then encouraged me to get back into the competitions.  She assured me that I had not done any serious harm, and that I would be fine by Monday.

That weekend I took it easy--maybe did 7k steps the entire weekend.

When I got to the office on Monday, I showed my assistant the pictures of my leg and foot and she said, “I know a blog is coming about this one.”

That got me thinking.

I did not want to write a blog about a setback since I recently wrote a two-parter on it (1, 2). I wanted to write something that showed the lesson learned.

So, taking my cue from business, where there is a need to pace yourself and your team and go for the most critical wins, I worked on pacing myself and building up stamina.

Over the next two weeks, I stayed between 15k-18k steps.  Then I built up to 25k steps and stayed there for a couple of weeks.  Finally, I did 56k steps in a day.

Here is the kicker.  I felt great after the 56k.  Yes, tired.  Yes, sore, but not that sore.  I felt really great.

So what does all of this have to do with business?

Often in business, we can let our impulsiveness and desire to win do tremendous damage to ourselves, our team, and those we care about.  We push ourselves hard to get results.  But we don’t stop to ask ourselves: can our team and even ourselves handle the pace?

I started thinking about some of the more successful people I’ve worked with and the price they paid to achieve their success.  Many of their key team members quit because, at the heart of it, they felt like they were being used.  The leader cared more about the glory of the leader than about those who were working really hard to get them their glory.

As a leader, how are you handling the pace you are setting?  How is your team handling the pace?

Sometimes we have to push ourselves to the limit to get a crucial win, but at quieter times, is there a way to change the scope of what you are trying to accomplish so that your team builds more and more stamina in their reach for the top?

How can you show your team that you love them enough to help them reach their potential at a pace that doesn’t break them?

Ultimately, pacing allows for a sustainable, steady high-performing team.

Chew On This:

  • What is the right pace for you and your team right now?

Ryan C. Bailey is President and CEO of a company that equips business leaders to develop the teams that everyone wants to work with.

Combining a Strategic Mindset With Your Tactical Base

A few weeks ago, we discussed the marks of a master tactician. A tactician is project-oriented, fast-moving and responsible for the implementation of day-to-day tasks. We then dove into the marks of a master strategist.  A master strategist values taking time to think, processing through the long-term impact of decisions while considering the views of others. But any leader needs to be able to combine a strategic mindset with a tactical base.  This is a necessary skill if one wants to ascend to the Vice President role and above in a large company. If you are running a smaller business, you already know that you need both strategy and good tactical skills in order to succeed.

Here are ways to merge a strategic mindset with your tactical base:

1. Must develop a keen sense and drive for strategy and execution.

To advance, you must develop a keen sense and drive for both strategy and execution. It is not enough to merely see a need; you must have the skills and capability to carry that need out. One cannot exist without the other. Both must be nurtured, grown, and improved upon.

2. Know how to develop a strategic plan that encompasses your keen sense and drive for execution.

A strategic plan that doesn’t keep in mind how it will be executed is just a dream (See Marks of a Master Tactician for more details on the elements you will need to remember). While thinking long-term is crucial, it is important to be able to craft tangible, short-term objectives to move towards the overarching goal. A goal becomes muddied without specific steps to get there. Moreover, craft the plan to the strengths of the individuals who will be executing.  This will increase the likelihood of success.

3. Understand what competitors are up to and relay important competitor info up the chain as quickly as possible.

Part of the above plan will include understanding your competitors' strengths and weaknesses and how to position your company best in light of that knowledge.

4. Get buy-in from so many different parties.

Before executing a strategic plan, it is important to gain buy-in from other departments and teams. This buy-in could prove invaluable as you will probably need their help from time to time and they could also notice any blind spots in the plan that will help you to refine it.  As an aside, getting buy-in from different parties also helps to diffuse accountability.

5. Making sure that each person executing is clear on their role, the decisions they can make and what they are responsible for.

Sometimes you can come up with a brilliant strategic plan but if your team is not clear on their roles, what decisions they can make and what they will be accountable for that can lead to things being dropped and poor execution. This must be clear before the project starts.

6. Don’t second-guess plan once you start to execute.

Once all of the above is accomplished and you start to execute it, it is important that you don’t second-guess the plan.  This doesn’t mean that you won’t make some course-corrections as you receive feedback (see below) but it does mean that the overall direction won’t drastically change.  The larger your company is, the harder it will be to make a dramatic change.

7. Must assess the initial feedback after executing the strategy and make course-corrections on the fly.

As feedback comes in, you will start to spot trends, make subtle changes, and improve the tactics. However, the overall strategy should not change that much.  The course-corrections typically are about the tactics not the strategy.

8. Review, Refine, Review, Refine.

Continually review the strategic plan and refine it as you go.  It will help to sharpen the next strategic plan that you develop.

Chew On This:

  • How can you integrate both strategy and tactics to optimize your effectiveness in your role?

 

Ryan C. Bailey is President and CEO of a company that equips business leaders to develop the teams that everyone wants to work for.

*This blog is an amalgamation of a few different clients.  No one single client is being singled out.

The Mark of a Master Strategist

Master strategists are a rare breed of people.  They are able to play high level chess and make it look as simple as playing checkers. A few years ago, I started working with a vice president whose role was to head up a Latin American department for a Fortune 1000 company.  As we brainstormed different initiatives, he more than showed himself to be a master strategist.

As his coach, my job was to provide an environment where he could explore various options for resolving the issues he wanted to resolve.  As he answered questions, I learned so much about strategizing that I felt like I should pay him for letting me sit in on his “thinking time.”

If you want to become a master strategist, there are certain key disciplines to consider developing.  If you read last week’s blog, you will know that the insights on this blog and the next come from a team of very talented directors in a well known global company.

While being tactical is a practical, hands-on skill, strategy is a thinking skill.  One that can be grown and developed.

Certain personality types, especially INTJ’s, have a strong predisposition towards becoming master strategists, but the VP that I mentioned in the first paragraph, along with many other ISTJ or ESTJ VPs I’ve worked with, have grown from being master tacticians to developing a real knack for being strategic.

Here are the marks of a master strategist:

1. Master strategists free up time & then fiercely protect that time.

Strategists must have room in their schedule and mind to think.  They look for ways to block off even 15 mins just to think.

Once they free up time, they protect it, just like they would an important meeting. Time and space to brainstorm are not seen as a waste but as an essential part of success.

Without taking this first step seriously, they wouldn’t be able to move to upper levels of strategy.

2. They spend time with those who are also master strategists and those that are higher up than them.

Nothing beats being around the masters. They look around and find those who really get strategy and become a regular feature on their calendar. They ask if they can sit in on times when they are brainstorming strategies with their team and soak it all in. A master strategist surrounds himself with like-minded people.

3. They think long term.

Master strategists typically think long-term--3, 5 and even 10 years ahead. They consider how the events of today are going to impact that time frame. They think about other industry events and where they will be in the long term. In essence, they are futuristic, taking into account the long-term impact of their decisions.

4. They stay close to the company’s broader vision.

Master strategists pay close attention to the company’s broader vision and align strategies with it.  This is a great way to gain buy-in throughout the organization.

5. They cultivate different points of view.

Master strategists develop relationships with different departments so that they can get a feel for what they care about, how they think about it, the concerns and issues they have, what they consider to be successes and where they sense the future is headed.

In doing so, they are able to spot trends (see below) and think big picture.

6. They step back & spot trends.

As they get to know different departments, master strategists start to see certain themes that are consistent across the company. They see how others in the company think through things. They see things the way that higher-ups see them. But they also get a feel for what is going on in the front lines, which often the higher-ups don’t get to see as quickly as they might.

They also look at the data and see what the company wants to invest in over the long haul.

7. They plan ahead to take advantage of those trends.

Once they see the trends, they ask themselves how, in their specific role, they can take advantage of those trends.

They manage risks by first filling the facts box and sharing those facts with key executives; then, they can write a summary page so the executives know what they will be getting.

They must define what issues they are facing and be thorough with the process.

They need a robust fact base to make sure that they are solving for a real need.

Any alternatives should be fought about.

Strategic thinking is about asking the right questions: How will we win?  What is at stake?  How do you define success? What would the different departments say about this plan?

Master strategists think of all the angles so they can anticipate every question and plan for it with their team. They also make sure they are clear on what they need to execute their plan.

8. They foresee obstacles and plan ahead to overcome those obstacles.

Master strategists also consider the obstacles that are going to come.  Once they see the trends, they ask themselves what obstacles will naturally appear.

They take the list and decide how their team can best tackle those obstacles before they even arise.

9. They get validation and buy-in, paying close attention to feedback.

They consider who needs to buy in, thinking in terms of what the stakeholders value and how their plan fits in with those values.

As they implement their plan, they pay attention to the feedback they receive and make tweaks. They are aware of when it may be best to abandon the plan.

10. They anticipate the informational needs of their boss and boss’s boss.

Thinking in terms of what their boss and boss’ boss want to know to make decisions at their level, they may gain greater insights in how to think strategically.

Becoming a master strategist is easier for some than for others.  However, everyone can improve their strategic skills by recognizing the marks of a master stragetist.

 

Chew On This:

  • How can you become a more skilled strategist?
  • Who on your team embodies these strengths?

 

Ryan C. Bailey is President and CEO of a company that equips leaders to develop in-demand high-performing-teams.

The Marks of a Master Tactician

I am coaching a group of directors who all want to become vice presidents in their companies. These men and women are sharp, gifted individuals. Already they are making a significant impact where they are. They are master tacticians, skilled at executing the strategic initiatives set by those over them.

There used to be a day when vice presidents could be either tactical or strategic. However, those days are gone. More and more companies are wanting to see that prospective VP’s can do both.

The group I'm coaching already shows great signs of being able to flex their strategic muscles, but they've been in roles that are heavily tactical.

Moreover, they are so busy implementing what they are tasked to do that they have little room for what it takes to practice the art of strategy.

In this multi-part blog series we are going to discuss:

  • The Marks of a Master Tactician
  • The Marks of a Master Strategist
  • Combining a Strategic Mindset With Your Tactical Base

As a leader, you may already be identifying in your mind who on your team is more strategic and who is more tactical.

To advance excellence in your team, all members of the team need to understand and implement principles of both--what it takes to be a Master Tactician and what it takes to be a Master Strategist.

The higher up they move in the company, the more they will be working through others, so they will need a strategic mindset to succeed.

However, those who are closest to the front lines, who require a tactical mindset, will also need to understand what you as the leader need in order to make effective decisions for the good of all.

For example, suppose your frontline had a basic training on how to spot trends not yet revealed by the data you are seeing. Imagine what a difference that would make to you and to the company.

If a team were to take this basic training, what might they draw out about what it means to be tactical? Basically, it is “work done below the shoulders.”

Those who are strong at being tactical are strong at executing. So tactical people are operational.

Tactical people’s line of vision is focused on the shorter term.  Sometimes it means being focused in the moment.  As such, they can be reactionary, but must definitely be adaptable and flexible.

Let’s look at what the work life of a master tactician entails:

1. They achieve the strategy for their small part of the business.

While they may have some awareness of the overall strategy for the company, tacticians usually don’t have overall details, but they do have details for their part of the business.

Once they receive the strategy, master tacticians know who on their team needs to do what in order to accomplish the goals.  They put together solid plans and work the plan. This gives them a great deal of control in the day-to-day operations, as long as higher ups trust them to execute.

2. They are resource management oriented.

Master tacticians directly use the resources of the company to accomplish the strategy.  As such, masterful ones are wise with how they allocate the resources, and they are accountable for how they use them.

3. They are project-oriented.

Tacticians go from project to project, often working a few different ones at the same time.  They get the benefit of seeing the fruit of their labors in shorter term bursts than the strategists do.  This can be incredibly rewarding.

4. They are fast-moving and always busy.

There is never a break.  There is always a ton of work. There are always decisions to be made as to what gets dropped. There is a constant need to filter all that they have through Julie Morgenstern’s 4 D’s - Delegate, Delete, Delay, and Diminish.

Many have at least double digit unread messages -- if not triple.  Their work is such that they can’t stop.  There are always more meetings, or stakeholder calls to make, in addition to the projects they are on.

However, those who are master tacticians thrive in that type of fast-paced environment.  If they are in the right tactical role, they are never bored.  There is always something to do.

5. Typically, the only time they think about the business is when they are on vacation, or about to fall asleep.

As you can infer from above, the thought of being able to stop and really think about the business seems like a luxury to them.  Many say that the only time they do is when they are on vacation or about to fall asleep.

For some personality types, that could be a gift.  Yes, it could be frustrating not to have more of a say in the strategy, but those who love to execute thrive here.

It is easy to see why some people would never want to leave the tactical realm.  If they are wired for it, they can get into their comfort zone and never leave.

However, as I said earlier, the days are now here that in order to move to higher levels in a company, there has to be a strategic mindset as well as a tactical one.

Chew On This:

  • Who on your team is more tactically oriented?
  • Who is more strategic?
  • Who seems to balance both really well?
  • Who are you thinking of promoting? :-)

 

Ryan C. Bailey is President and CEO of a company that equips leaders to develop the teams that everyone wants to work for. *This blog is an amalgamation of a few different clients.  No one single client is being singled out.

How to Ensure People on Your Team are Heard

Have you ever witnessed an argument, where one person is saying X but the other person is hearing something completely different?  Where the first person makes repeated attempts to clarify, but the second person still hears something completely different? Have you ever wondered why the second person is not hearing the first person?

One reason is that the second person has an entrenched belief.  Once we believe something, we filter everything through it.  The more intense our emotions are, the more we hear what we want to hear, regardless of what the other person is saying.

When this happens in a boardroom, it can be quite costly and embarrassing for the one who is not hearing.  But if you are a witness to such an argument, here are a few things you can do that can help them to hear:

1. Get the parties' agreement to help resolve the conflict.

First, ask the parties who are arguing if you could jump in to help resolve the conflict. You want to work in collaboration with them, which requires their consent. Then,

2. Slow things down.

Shift to a calm tone.  It helps the ones who are arguing to calm down.  If there is anyone else in the room, ask them to leave.

3. Normalize what is happening.

Look for a way to minimize embarrassment for the one who is not listening.  You can say something like, “When things get heated, it can be really hard for us to hear one another.  It can happen to any of us.” Do not place blame on the non-listener; instead, meet him where he is at.

4. Ask the one who is not hearing, “What do you hear the other person saying?”

Ask the the first person to refrain from responding or interrupting.  Then turn to the one struggling to hear and ask them, “What do you hear the other person saying?”

When they respond, don’t judge or condemn them, regardless of what they may say.

Instead, ask them if you could share what you are hearing the other person say.  It’s helpful to get their buy-in, but then share what you heard and ask them if you are off.

Then, ask them again what they heard the person saying.  Hopefully, they hear it more clearly now.

But a quicker resolution is possible.

5. Ask both, “What is the one message you want the other to hear?”

Start with the one who was not hearing.  Ask them to state the one message they want the other person to hear.

Ask the first person, the one who was saying X, to repeat what they just heard.

Then ask the second person, the one who was struggling to hear, to repeat it back.

At this point, you can move to resolve the conflict by asking them to align with what the other wants them to hear. Where they had been arguing, they are now partners attacking the problem, and you are moving towards resolving the conflict. Instead of seeing each other as the 'enemy,' they are teammates combating the problem together.

In a future blog post, we will go through conflict resolution principles.

Chew On This:

  • How can you empower your team members to better hear each other?  What beliefs keep you from listening well?

Ryan C. Bailey is an Executive Coach who helps business leaders develop in-demand high performing teams.

*This blog is an amalgamation of a few different clients.  No one single client is being singled out.

How Do You Know If Someone Will Really Change?

You are leading a team, and you want them to do their best. As with all people, including ourselves, there are areas that need to be improved.

Your team member says they will work on the change you suggested.

However, you have some doubts as to whether or not they will make the change, and if they do, you wonder how deep it will go.  Will it be temporary, for the sake of their job, or will it be a true transformation?  How can you know?

Furthermore, how can you help them, or coach them, to make the change?

Over my 26 years of counseling and coaching, I have observed that clients who have made significant changes in their lives have several traits in common:

1. Humility

Those who want to change are humble.  They take full responsibility for their weakness.  There is no minimizing, blame shifting, or rationalizing.  They offer a clear, “Yes, I see that. I need to improve that.”

This is often followed by an awareness that their behavior has had consequences. A humble person looks to make amends when possible.

2. Commitment

People who want to change will commit to the change.  This is not a surface level commitment, but a commitment that goes to their core.  Sometimes you can hear it in their voice, but most of the time it will be their actions that show their resolve.

3. Open-mindedness

Along with humility and commitment, they show open-mindedness.  They know they need help, so they listen for truth in order to determine how they will make the change.  Sometimes that means being willing to try things that are different.  They open themselves to new ideas from trustworthy sources.

4. Seeking Out Knowledge, Understanding, Wisdom, and Insights

As implied above, their open-mindedness leads them to seek out knowledge, understanding, wisdom, and insights from whatever trustworthy sources will get them there.

Some will research, hire experts, seek out mentors, etc.  The idea is that they want to have a plan for how to make the change happen for them.

5. Action Over Words

A striking thing I’ve noticed about those who really want to change is that they emphasize action over talking about the change.  I want to be clear.  It is not that they don’t talk about the change they want to make.  They definitely do.  However, talking about the change is usually the conversation starter, and those observing them can see them testing tangible actions to determine what helps them with the change.

6. Risk-Taking

As implied above, those who really want to change take intelligent risks as they try new things to effect the change they are looking to make.  Intuitively, they know that not everything they try will work, but they will give it everything they’ve got, even at the risk of being crushed if the change doesn’t happen.

Those who really want to change get up faster when they fail. They are willing to take more risks in order to get it right and see the change they want to happen.

7. Develop A Great Support Network

When someone wants to change, they develop a great support network.  Sometimes they may not be aware that they are building a support network, but often, in the process of seeking guidance, they find that those who give guidance become their supporters.

To make a real change, they need to be encouraged and know that there are others behind them when they feel weak.

They also need those who notice that the change is happening and will celebrate with them as they go.

As leaders, we can champion our team members who want to change just by encouraging their desire and drive to change.  If we see they are lacking in any of the above traits, we can encourage them to pursue it.

Some people start off with a half-hearted commitment to change, but through our coaching we can encourage them to fully commit to the process.

The great news is that as your team members learn how to make real, lasting change, they will become addicted to growing.  This will move them more and more towards becoming a high performing team.

Chew On This:

  • Who on your team will you coach towards a real and lasting change?

 

Ryan C. Bailey is an Executive Coach who helps business leaders develop in-demand high performing teams.

8 Ways to Own Your Senior Leadership Presentation

If you are going to present to senior leaders, you need to understand that it is different from doing a presentation to your team or to peers. Senior leaders are focused on high-level decision making.  Consequently, your presentation needs to support them as they make these decisions.

Below are some tips that can be useful when presenting to senior leadership:

1. Over-Prepare.

When presenting to senior leaders, it is really important that you over-prepare.  Make sure you know not only the materials pertaining to the stated topic, but be prepared with any insights you have gained from looking at all the materials.

Make sure you anticipate their questions.  Think in terms of how the material they are presenting will help them make good high-level decisions.

Develop some thought leadership on the topic.  This can come in the form of insights that may not show up in the data you are presenting (personal insights you have gained from being closer to the front lines).   These are insights that they would not otherwise be exposed to.  A key insight would be what you foresee may be coming, based on the data and your connection to those closest to the front line.

2. Have one key message that you want to make sure they walk away with, and start with that message.

This can be the thought leadership point that we discussed above, especially if it answers the central question that senior leaders are asking.

If your presentation is based more on something you want from them, then the key message could be your request, tailored to what they value, so they can see the benefit of saying yes to your request.

Be sure to repeat this key message directly, or in a paraphrased version, during the presentation, and end with it.

3. Assume you have only half the time you were allotted. Oftentimes, presentations run long.  If you can do your presentation in half the time and still leave a lot of room for engagement, you will be seen as a winner.  You will notice senior leaders breathe a sigh of relief as you helped them get back on track.

Higher ups will look forward to your future presentations because they know you will be efficient with your words, and be able to convey a message in a fraction of the time.  This is a skill to be practiced and developed.

Be sure to have supplemental slides that you can access quickly in case they want more details from your shortened presentation.

4. Own the process.

How do the content, engagement format, and your co-presenters help move the discussion to simple, practical actions that won’t add to senior leaders’ workload?

You are responsible for all parts of your presentation.  You are responsible to move engagement towards action.  Just be certain the actions you want are simple and practical.  Senior leaders are highly busy.

You will need to be prepared for senior leaders to interrupt you and ask questions.  At other times, they will patiently hear all the details, and even ask for more.  You may not know ahead of time which way they will lean, so be prepared for either.

5. Start with a summary of the key points you have developed to meet their particular request for help.

This first slide could contain the key message you want them to walk away with, then short phrases to capture the bullet points.

Since I cannot share data about a specific company, I will give you the summary slide that I use when I do a workshop on Greg McKeown’s Essentialism.  You can adjust it for your presentations.

Some senior leaders like pithy or catchy quotes like the above; others will not.  It is really important that you tailor your deck to your audience.

Let the rest of the PowerPoint slides support this first key slide.  If your first slide is good, you may find that most of the time will be spent discussing the key points of this slide.  Take that as a positive sign.

Make sure that you lead with what is most important to senior leaders.  Since many of them will be Sensors on the MBTI, they typically will get heavily into the details of the first item and thus spend a considerably less time with the rest.  (So in the example slide above, senior leaders typically spend 40% of the time on the first quote.)

6. Focus on simple practical actions that don’t add to their already-heavy workload.

If the primary purpose of your presentation is to encourage senior leaders to take the specific actions you want them to take, then please lead with those simple action items. You can then build the rest of the presentation around those actions.

If your presentation is about relaying data and providing thought leadership from your perspective, then facilitate discussion around the simple action items they need to take to achieve the best results.  If you think about how much money is spent in everyone’s compensation package per presentation, the amount is staggering.  Senior leaders are often very busy, so it is hard to have them all in the room at one time. Your presentation time will be their time to brainstorm and make decisions.

7. Include a buffer of time for the unexpected 10%-25%, depending on your history for going over with that audience.  If it is a new audience, then focus on the overall time.

8. Once you complete the PowerPoint deck, prepare for the presentation by going through the slides with objective outsiders, not just with your co-presenters.

Have them not only give you feedback, but also ask you the toughest questions they can think of to help you prepare.

Presenting to senior leaders is different from presenting to peers and your team.  The focus for senior leaders is on high-level decision making.  The key is to orient the presentation so that it is efficient and facilitates brainstorming which will lead to simple action items.

Chew On This:

  • What is the main message you want senior leaders to walk away with from your next presentation to them?

Ryan C. Bailey is an Executive Coach who helps business leaders develop in-demand high performing teams.

 

*This blog is an amalgamation of a few different clients.  No one single client is being singled out.

 

7 Steps To Increase Your Desire to Reach Goals

OK, here we go... 2017 is already in effect.

You’ve set some goals for the new year.  Some you really want, and probably there are one or two you should want, but do not.  There may be one in particular.  You know it is the right goal to have.  It is worth your time to pursue it, and fulfilling it will do a lot of good for you and your team as a whole.

But if you are honest, you will admit that your level of motivation to reach the goal is not high. You are just not that committed to it.  You can think of reasons why it would be a good goal to accomplish this year, but if you are not really committed, your chance of reaching the goal is low.

The good news is that you can increase your desire for it in 7 steps:

1. Get the plan together.

First, learn everything you can about how you can attain your goal.

Talk to those who have achieved it and ask them how they did it.

Once you’ve gathered the info, had the conversations, and digested it all, form a plan.

Make sure that you can clearly visualize how the plan will be fulfilled.

2. Get attached to the plan.

The next step is to really get attached to the plan.  You do this by filling your environment with reminders to go for the goal.  You can change your screensaver, put up post it notes, look at motivational videos around your goal, and more.

If you are really going to get attached to the goal, let positive, affirming people know about it. Forming a mini-support network would be huge here.

3. What good can come if you accomplish it?

If you have followed some of my previous blogs, you will know that this next step is a staple of mine that works.

Create a Google doc with the question, “What Good Can Come If I Accomplish ________?” (Fill in the goal). Every time you think of something good that can come, put it on that Google Doc.  You want to get as long of a list as possible here.  The more you can come up with, the better.

Don’t be afraid to ask friends what good they can see coming from it, and even researching about the benefits of _______ (insert your goal).

4. Burn the ships: What's keeping you back?

Since you took the time to see that this goal was worthy of your time and talent to pursue, take the time now to burn all the ships that can steer you away from its fulfillment.

What has held you back from fulfilling this goal in the past?  Whatever it is, the time has come to deliberately remove or offset it.  Say your goal is to be more appreciative of your team, to notice the good they have achieved, and not just be quick to point out the flaws or focus on the negative.  One thing that has motivated you to set this goal is your anxiety over what you believe the consequences will be if your team fails to do their job right.  It is still important that you point out what is off, but try offsetting that with three things they have done right.  That is a way to balance off the negative.

5. Burn the ships: Your negative beliefs.

In a previous post, we talked about core beliefs and their power to influence our behaviors.

If there are core beliefs that are holding you back from accomplishing this goal, it will help you to move forward if you can make progress towards replacing the negative ones you have identified.

6. Daily complete small steps towards the goal - what small step am I going to complete today?

Break down your goal to small doable steps, and ask yourself what small step will you accomplish today.  If you keep working towards your goal daily, and you keep experiencing wins because the steps are doable, then you will see your desire increase even further.  (Don’t be surprised if you desire to do more than just the small step you set out to accomplish.  But be careful.  Sometimes doing more than the small steps helps, but sometimes it can throw you off your rhythm.  Test and see what works for you.)

7. Keep finding reasons to fight for it.

Throughout the entire process, keep coming back to number 3.  This will help you to move even further in growing your desire.

Increasing desire is one of the top ways to see your goals accomplished. You don’t have to stay stuck in low desire and just will yourself into accomplishing your goals. Add desire to your will, and you will accomplish great things!

Chew On This:

  • What would change in your life if you learned to increase your desire for goals that you are only half-heartedly pursuing?

Ryan C. Bailey is an Executive Coach who helps business leaders develop in-demand high performing teams.

Your Best Self In The New Year

This blog is going to be short. If you followed last week’s blog, we discussed how busy the holiday season can get, and I am discovering that is truer than I realized ;-) Many of us are looking into the new year with a desire to better ourselves.  We may have received some feedback as to what areas need to be improved.  We may also know intuitively of other areas that need improvement.

A helpful question my coach once gave me is, “If you had to replace yourself with an idealized version of yourself, what traits would your replacement have?”

So let me be clear... Since we are talking about ideal traits, we may never reach that idealized version of ourselves, but excellence and mastery can still be achieved.  For a goal to be SMART, it must be achievable.

For me, one skill my replacement would bring would be the ability to apply just the right amount of structure into coaching meetings without losing connection or movement towards the essence of what a client wants resolved.

1. Create SMART Goals

My advice is to make a list of ideal traits then consider creating SMART goals around each of those idealized traits. 

So for me, it is: In January, I will ask clients whom I sense want more structure to describe the structure they want, and I will start a process of trial and error to nail the structure they are looking for within three months.

If you create SMART goals around the idealized traits, then you can set yourself up for success by breaking those goals down into smaller steps.  Given the above goal, my steps can include:

  1. Determine which clients want more structure.
  2. Depending on personality type, phone, Skype, email, or wait until our next meeting to talk about the structure they desire for our meetings.
  3. After they share what they want, repeat what I hear them say until they feel like I’ve nailed it.
  4. Let them know that I want to nail it down as soon as possible, and if there are further tweaks that need to be made along the way, I will be happy to make them.
  5. Implement.
  6. Review and assess how it’s going with the client.

2. Get Accountability

Next step is to have accountability for the change you want to make.  How would you like to be held accountable for the realization of those idealized traits?  In my case, I have my coach. But more importantly, the client will naturally provide accountability.  Accountability would also come from what I am sensing as the structure is implemented.

3. Celebrate Your Victory

Finally, once repeatedly nailed, it will be time to celebrate.  How would you like to see yourself celebrate once you’ve achieved what’s possible to achieve, with respect to that idealized trait?

The celebration could be small, like “I will buy a couple of songs on iTunes that I have saved in my wish list.”  For goals that really impact your leadership or team, you could choose something bigger, like “I will take my wife and kids on a three-day beach vacation.”  The idea is to visualize how you will celebrate so you are further motivated to achieve that goal.

If the goal is a bigger or long-term one, consider having celebrations each time a milestone is met.

If you dream of the idealized version of yourself, you can achieve your best you.  Make small, steady progress, and you will be surprised by how different you will be by this time in 2017!

Have a fantastic holiday season and very happy new year!

Chew On This:

  • What traits does your idealized self have?

Ryan C. Bailey is an Executive Coach who helps business leaders develop in-demand high performing teams.