GROW: The Structure of Team Coaching

In this blog post, we discussed what Team Coaching is and what some of the benefits gained from participating in Team Coaching are.  This blog is going to focus on the structure of Team Coaching so that you know what to expect before your first session.

We have different versions for how we do Team Coaching, depending on the amount of time a team has planned and whether or not the team coaching is paired with a team training.  However, regardless of the amount of time, we use the GROW model, focusing on Goals, Reality, Options (& Obstacles), and Will. Let’s break this down further.

Goal

Before we start a team coaching engagement, the team sets a SMART goal they ultimately want to achieve as a focus-point for all future sessions. Then at the start of each team coaching session, we determines a sub-goal for that specific session.  The sub-goal will always lead to the team’s greater overall SMART goal.  

Reality

Once we know where we are headed, we first discuss where the team is now. This is their current Reality. We get clear, defining the landscape at a root level, not just a surface level, so we can address the core to achieve our goal.

Options (& Obstacles)

Now that we know where the team is at a root level and the team knows where it wants to head, we discuss alternative ways of getting to the goal.  We encourage full participation from team members so that we can have plenty of options as to how to proceed.

Next, we discuss what obstacles are in the way of our options, the pro’s and con’s of each option, what the people-impact of every option will be, and any other factors that need to be considered before deciding on a way to meet the goal.

Will

Now the team eliminates the options that are least likely to succeed. The members collectively choose the option that they will all commit to.  Each team member will set clear tangible action items to support the accomplishment of the goal, given their area of expertise.  As the team hears what each person will do, if there are any obstacles they sense will be in the way, they will briefly discuss how to overcome them.  They will also talk about how the different personality types will accomplish their sections and how progress will be reviewed.

The next session will open with how every team member did in accomplishing the previous goal, and then the process starts over again with a new sub-goal.  This cycle continues until the overall goal is accomplished.  Typically, team coaching engagements are 6-12 months in length.  

The exception to this is when we pair 1-2 coaching session(s) with our trainings to ensure the team leverages what they learned towards immediate action.  In these cases, to be more efficient with the team coaching time, the team will decide their Team Coaching topics at the end of their training.

No matter the case, we will make sure to set your team up for success and guide you every step of the way!

Chew On This:

  • What structure does your team need to accomplish its goals?

Ryan C. Bailey & Associates is an organizational effectiveness firm focused on developing high-performing teams by equipping business leaders

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

Blog Bite: What Is Team Coaching?

Last week, we looked at Group Coaching.  Today, we’ll explore Team Coaching: a coaching technique that helps an intact team accomplish its goals faster than they could have without a trained coach.

Team Coaching contains all of the same benefits as Group Coaching.  But a key difference is that, in Group Coaching, the participants may not know each other beforehand and will likely not all stay in contact after the Group Coaching sessions end.  With Team Coaching, the participants have known each other before and will continue to work together once the Team Coaching is completed.  

As such, Team Coaching helps an intact team work better together for the long-term.  It also helps the team know how to leverage each other’s strengths and create systems to make better decisions in the future.  Teams gain innovative ideas on how to accomplish the team’s purpose through the goals it’s currently pursuing.

Team Coaching is designed to increase team members’ trust for one another, their engagement with the team and overall organization, and their overall effectiveness.  Team Coaching moves them to the next level.  If they are already a High Performing Team (HPT), then Team Coaching refines them to continue their ascension.  If they are currently not a HPT, Team Coaching is a key tool that helps them get there faster.

Team coaching is designed by the coach to be dynamic and highly interactive.  You’ll know you have a great team coach when you gain solid collaboration, even outside of coaching sessions.  A great team coach should also ask questions that the team may not have considered, leading to problem-solutions they had not previously thought of.

A monthly investment of an hour makes a significant difference in how the team reaches its potential and far exceeds expectations.

Chew On This:

  • What do you long to see your team accomplish?

Ryan C. Bailey & Associates is an organizational effectiveness firm focused on equipping leaders to develop in-demand high-performing teams to increase the health and effectiveness of the greater organization.

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

Blog Bite: What Is Group Coaching?

Group coaching is a coaching technique that supports individuals with the same goal, to help them attain their goal together.  

Let’s say your goal is to master emotional intelligence (EQ).  You could do so working 1-on-1 with a coach, and that would be fantastic.  But imagine if you have 6-12 other people who are also wanting to master their EQ.  In group coaching, your coach would create a structured environment for all participants to explore ideas, hear different perspectives, and understand different methods for developing EQ.

Seeing perspectives different from your own, you’ll gain inspiration.  You’ll tailor the ideas that best fit you.  And you’ll jump into action, knowing you have a group that has your back as you have theirs.  

When you come back for the next group session, you’ll hear what went well for everyone, what didn’t, and what refinements need to be made.  Since you are constantly getting feedback from multiple people, not just a single coach, your blind spots are covered, fresh ideas are discussed, and you receive a ton of encouragement that helps you to accomplish your goal.

The coach’s role in this process is essential.  The coach is trained in group coaching facilitation and allows the participants to fully focus on giving their best for the benefit of themselves and the greater group.  The coach will listen, ask powerful questions, and clarify points.  The coach will also broaden perspectives, encompassing the diverse personality types of the group.  A great group coach is trained to move through a structure designed to help each participant take action and come to the next session, celebrating progress.

Group coaching is fun, energizing, inspiring, and extremely effective, not to mention way more cost-effective than individual coaching.

Chew On This:

  • What have you not been able to accomplish alone that you want to see if you can accomplish with a group?

Ryan C. Bailey & Associates is an organizational effectiveness firm focused on equipping leaders to develop in-demand high-performing teams to increase the health and effectiveness of the greater organization.

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

How to Effectively Give Criticism: A Guide for Thinkers

“Man, she is so sensitive.  I’m just trying to help…  What’s her deal?”

I had that thought, back in high school at the start of Chemistry block.  My friend Anna had glanced at my latest test grade (a high A, woohoo!) and exclaimed, “WOW!  How do you get such good grades?!”

“O-oh…”  I felt flattered.  “I just study a lot.”

“I do too,” Anna said with a huff, “You’re just better at this than me!”

“I’m really not,” I argued back, “I’ve seen you study.  If you stopped looking at your phone every few minutes and actually focused, you wouldn’t get low grades, I promise.”

Oof.

I cringe at those words now.  My poor friend Anna also cringed back then and became, in my mind, “sensitive”.  She shut down and refused to talk to me anymore; she seemed hurt and moody for the rest of class.  She certainly didn’t take my advice and continued to look at her phone during class, almost rebelliously.

Why? I wondered.  I really was just trying to help her; she was my friend, after all.  I wanted her to do well, and I knew that seriously dedicating herself to study Chemistry would improve her grades.

But clearly, my advice wasn’t taking hold or making an impact.  Instead, I seemed to have had the opposite effect.

If you’re a Thinker, you might be familiar with the frustration I felt back then.  According to the Myers-Briggs Type Indicator personality assessment, a Thinker is someone who tends to step back from a situation to view it objectively or impersonally.  (Compare with Feelers, who tend to step into the situation to view it subjectively or empathetically.)

Part of being a Thinker means that we can be more critical, analytical, or skeptical.  (We’re outside of things, so we’re not as rattled by calling things for what they are.  If it’s ugly, it’s ugly.  If it’s inefficient, it’s inefficient.)  Fault-finding and truth-speaking come easily to us Thinkers.

All of these traits can be double-edged.  We have a natural eye for how to improve, but we can also hurt peoples’ feelings in the process.

To navigate this delicate balance, many Thinkers fall into one of two resorts:

  1. “If you don’t have anything nice to say, don’t say it at all.”

    Unfortunately, this strategy fails, because your silence deprives the world of your natural strengths!  We Thinkers have so much to offer in terms of improving our teams, processes, and results.  Keeping our criticisms to ourselves is a total waste.

  2. “Deal with it!”

    Many Thinkers also rely on the expectation that others should just “grow a spine”.  Especially if we Thinkers are in positions of authority (leaders, parents, etc), we can easily get used to criticizing others without consequences.

    The danger of this solution is that, like with Anna, relationships can erode and turn hostile under a constant harsh eye.  When those around us stop supporting us, we’ll quickly find ourselves handicapped, alone, and even potentially sabotaged by the very ones who we expected to help us.

So if those aren’t great options, then what should we do?

A good place to start is to ask why others, especially Feelers, can get so “sensitive” to our criticisms.  If we can understand their wiring, we can identify how to adjust.

As I mentioned earlier, Feelers are different from us Thinkers in that they generally prefer to step into situations to take a subjective and empathetic view.  Being inside of a situation gives them many strengths.  They feel what is happening.  As a result, they may pay more attention to people-impact, values, and harmony.  They’re excellent at reading rooms.  They’re also typically very in touch with emotions, and thus they can powerfully foster influence, generate buy-in, and boost clear communication.

But since they’re “inside” the situation, Feelers can also struggle to see criticisms in a contained context.  Instead, they tend to globalize criticisms.  For example, a comment to their work may be taken as a comment to them personally!  It’s not: “Your work is bad,” but, “You are bad!”  Or if I want to edit just slide 13 of a 20-slide presentation, a Feeler might believer the entire deck they made is a failure.

Being “inside” the situation, Feelers can’t easily separate out criticisms from the greater whole, just as we Thinkers struggle to combine the two.  (Remember that one isn’t better than another; both have pros and cons.  The trick is in adjusting!)

That leads us to the core of what we Thinkers need to learn in order to make effective criticisms.  Maybe you could guess from the above…  The piece we need to focus on most is harmony.

Feelers want to know we are for them.  They need to know we are aligned in our goals.  They need to know that our criticism will help the whole situation, including them personally, their emotions, others involved, etc.

Here’s a formula for how to do that.  As you practice this, you’ll learn to adapt it and make it your own.  For now, you can think of these steps as jump points for sharing effective criticisms.

Step 1: Internally draw a connection between your criticism and the desires of the Feeler.

If I had done things right with my friend Anna, the first thing on my mind would not have been getting my point across, but identifying what she wanted at that moment, in school, and in her life as a whole.

I knew Anna loved music and theater.  I also knew she got frustrated easily at Chemistry because it was a time-sink for her when she wanted to be practicing for the upcoming school play.

To complete this first step, I could have thought: “If Anna gets better at Chemistry, she’ll have to spend less time in remedial study classes so she can practice more for the play.  She also won’t be as frustrated, so her mind is clearer to memorize her parts.”

The point of this step is to see if your criticism holds benefit to the Feeler, and to describe that benefit from the Feeler’s perspective.

Sometimes, you might find that your criticism doesn’t hold benefit for the Feeler.  For example, if Anna didn’t need Chemistry, didn’t feel pressure to get it done, and didn’t care about how much time it consumed for her… I wouldn’t have had any reason to share my criticism at all!  Knowing that ahead of time would save us both a lot of trouble.  I wouldn’t be trying to push my needless criticism on her, and she wouldn’t waste time trying to deflect and defend herself.

Step 2: Confirm the Feeler’s desire with them.

Let them know that you see their goals, their feelings, their story - their full self.

So Anna had said, “You’re just better at Chemistry than me!”

Instead of telling her to study more intently, I could have said, “Hey, you don’t need Chemistry to get on Broadway.  All you have to do is pass.”

If I’ve truly nailed Anna’s desire (i.e. to pass Chemistry), she’ll feel heard.  She would have said, “Ain’t that the truth!” or, “You’re telling me!  D’s get degrees!”  She would have opened up more to me because she would have sensed that I knew her well; a layer of trust would have been built.

Step 3: Say, “I’m for you,” and, “I want to help.”

Simply knowing someone well isn’t a strong enough foundation to hold criticism.  Anna also needed to know that I was for her, that I wanted to help her.

I could have said: “Hey, I know the school play is coming up soon, and you have a lot of prep to do for it.  I was thinking of something I bet might clear up some time for you.  You know I’m super excited for you and the play.  I’d love to help if I can.”

Again, if I’ve truly nailed Anna’s desires and shown her that I want to help her succeed, everything changes.  She is no longer sensitive, cautious, or defensive.  Now, buy-in is being created.  Anna is likely to feel curious, eager, and interested.

Step 4: Ask if you can help and if now is a good time.

Despite the work we did to build trust, you still always want to ask for permission to share a criticism.  Other things may be going on in the person’s life that make now not the best time for advice.

“Is it okay if I share with you what I’m thinking?” I would ask, “If now is not a good time or if you’re not interested, that’s totally fine too!  You know I’ll support you no matter what.”

To note: if you did Steps 1-3 right, very rarely will someone decline a criticism or bit of advice “just because”.  Even if they don’t share why with you, Feelers often have a good grasp on their emotions; they know what they can take.  If a Feeler says no at this step, don’t be surprised if they come back a few days later and ask for your advice once they feel like they have capacity to receive your help.

Step 5: Share your criticism.  Share the why.  Make it actionable.

If Anna had said, “Yes, please!” to Step 4, now is my chance to be honest.

“I know it’s tedious, but I think that if you put your phone away when you’re in class or studying, you’ll pick up more than you expect.”

Don’t forget to add why you’re sharing your criticism!

“It might make things easier for you when you have to complete homework, do labs, or take tests.  If you can get them done faster, you can get back to practicing your role faster. Versus if you’re on your phone during class, you pretty much have to reteach yourself everything at home, so you’re doubling the time you spend on Chemistry.”

Step 6: No matter what they do with your criticism, you’ve said your part.  Don’t repeat yourself.

Thinkers can be so truth-oriented that, if someone doesn’t understand our view, we think that we simply didn’t explain ourselves well enough.

Feelers can be so harmony-oriented that, if they have to say something harsh, they may beat around the bush or get so subtle that they fail to make their point at all.

If you’re a Thinker and you feel like a Feeler is resisting your criticism, resolve to trust that you’ve made yourself clear - and then let it go.  The danger is that you’ll engage in debate: hashing your point over and over again from different angles.  Doing so would lead you right back to what you were trying to avoid in the first place: a lapse of harmony.  Again, Feelers are often in-tune to subtleties, so if you made yourself clear once in Step 5, they heard you. I promise.

What may be happening is that Feelers are resisting for a different reason, but don’t want to hurt your feelings by out-right saying they won’t take your criticism.  If you have a well-built and trusting relationship with the Feeler in question, it never hurts to ask why they’re resisting, but again, you’ll want to really reemphasize harmony.  For example, “I want to see if I can remove any obstacles for you to help you succeed,” or maybe, “It sounds like my advice isn’t tailored to your style of doing things. Is there a way we can work on it together so that it’s natural for you to do?”

If you lead a team, you may have a direct report that consistently refuses to accept your criticisms, no matter how effectively you deliver them.  In those rare cases, it’s again worth figuring out why they’re hesitant to change… and in even rarer cases, you may have discovered a bad fit for your team.  Certainly keep track of who doesn’t follow-through with your criticisms so you know when to escalate to a more serious conversation, but be cautious of scrapping and arguing with Feelers.  What may be a natural and helpful process for us Thinkers can be destructive for them.

There’s certainly no point in carefully following Steps 1-5 if you decide to throw out all of your hard work at building harmony in Step 6.

 

 

My conversation with Anna would have gone so differently had I used these steps.

Thinkers, you don’t have to change or hide who you are!  We just have to adjust.

Bring out your strengths!  Correct, critique, and analyze.  Hopefully, these steps will help you do so in a way that sticks, uplifts, and makes a difference.

Take-away’s:

  • We Thinkers have a choice.  We can either dig in our heels and expect others to adapt to us, or we can choose to adapt to others.  What is your choice?  What will be the consequences of your choice?

  • What is one criticism you’ve been ruminating on in the back of your mind that you want to share with someone?  How can you present the criticism using the formula in this blog?

How to Be Authentic Part 4: Steps 4-6

Welcome back to the fourth and final part of our series on How to Be Authentic! If you missed Part 1, Part 2, or Part 3, feel free to go back and read those now. This last post dives into steps 4-6 on how to build authenticity in such a way that you can be true to yourself and still connect with others. Let’s dive in!

4. Rather than changing yourself to fit in with what you sense or believe others demand of you, look for genuine connection points instead.

Start by putting on your curiosity hat and asking others about themselves.  Some easy questions you can ask to engage others include:

  • What brought you to this company?

  • What parts of your current role do you like and dislike?

  • If you could get paid to do anything you wanted, what would you do?

  • What do you like to do for fun?

  • What was your favorite part of being a kid?

As you listen, search for points in their story that are common to your story or to any of your various faces.  Then relate to them, starting from that basis: “Oh, you grew up in the countryside?  I did too!  We actually owned a cow and a couple chickens.”

As you do this, trust will begin to grow.

As a side note: as trust grows with time, the person you talk to will likely risk sharing more about themselves.  Either you can relate to them or you cannot.  Do not lie to build false connection, e.g. saying “I totally love tennis” when you do not!

If you cannot connect with what someone shares, you can still actively listen and keep exploring with more curiosity-driven questions.  For example: “I’m actually not as big into tennis, or most sports, to be honest!  I’m pretty uncoordinated.  But I love how passionate you are about it!  What parts of tennis do you love?”

5. If you are addressing others in a group, look for something everyone has in common, something the team values as a whole.  Relate to the group there.

For example, does everyone on your team value relationships over results?  If so, tap into the relational side of you and emphasize that aspect when addressing the entire team.  You could reference results, but results would not be primary.

Note also that you do not have to force yourself to become a master of relationships in this example - as doing so would be inauthentic!  But you should rely more heavily on some relational faces that you have, which would allow you to build connection while remaining authentic.

The goal is to develop points common to the overall team, same as in step 4.

6. Lastly, recognize that some faces will be more appropriate than others, depending on the context.

In addition to being a corporate coach, Korean-cuisine chef-wannabe, and Chopin fangirl, I have two other faces: (1) I’m a huge data nerd, and (2) I love cute stationery.  :)

Let’s go back to my high school days to illustrate. Let’s say an artsy kid mentioned that she is absolutely loving her new stationery collection.  I should connect with her authentically on our mutual love of pretty paper.  But I would not want to start off the relationship by saying that I’m a huge data nerd, as that is a face of myself that the artsy girl would likely not be able to connect with initially.

However, once more trust is built between us and a foundational relationship is established, I would then later be able to share with my friend that I am a huge data nerd.  She might not be able to relate, but she would accept that as another part of me.

In this way, authenticity and connection can grow hand-in-hand.  You learn to embrace and build on similarities while introducing the new and differing facets of yourself.

~ ~ ~

Those are all 6 steps to growing your authenticity!  What step would increase your current level of authenticity the most?

As always, if you have any questions, please let me know at megan@ryancbailey.com. Happy to connect!

How to Be Authentic Part 3: Steps 1-3

In Part 1 of this series, we defined authenticity. In Part 2 of this series, we explored why we can struggle with inauthenticity. Now, we’ll take a look at some practical steps you can take to grow your authenticity! Let’s dive right in.

1. Foster self-awareness.

Authenticity starts with knowing yourself.

Create a list of what you stand for and believe in.  What are your values?  What are the elements of yourself that are so true to ‘you’ that you wouldn’t be yourself without them?

What about your strengths?  Where do you excel, and what skills have you developed to a high degree of mastery?  How do you adapt and change when under pressure or stress?  If you see yourself exhibit patterns of behaviors, spend some time thinking about where those patterns developed.  For example, do you easily make friends in new environments?  Or are you someone who is on the constant lookout for ways to optimize your routine?  Do you notice that you tend to add sprinkles of art throughout your living spaces?  Spend some time thinking about where those patterns developed.  Why do you do what you do?

Also consider the different faces of yourself.  For example, I am a corporate coach.  I also happen to love cooking Korean food and Chopin.  If you saw me coaching in a corporate setting, whipping up a storm of banchan (Korean side dishes) in my kitchen, or enjoying a Chopin concert, you would see three different sides of me.  They are all me, just different faces.  Although some faces may seem contradictory (e.g. I love people and also some quiet time to journal alone), your faces are all used to make up who you are, and you can use them to compliment the circumstances and the people you are with authentically.

And lastly, try to observe yourself objectively to see how you come across to others.  For example, if you crack a joke, do others laugh with you, or do they sometimes look a bit offended?  If you get serious on a task, do others focus up with you, or do they disengage?  Authenticity involves closing the gap between our intentions and our impact, something only possible if you have insight into how others receive you.  What is your reputation?  What do others know they can consistently rely on you for?

In this process, don’t hesitate to get feedback if needed.  Asking trusted friends for their honest thoughts, taking the Myers-Briggs Type Indicator or EQ-i 2.0 assessments, or even conducting a formal 360-degree feedback report can all be helpful tools to growing self-awareness.

2. Identify what you think others want from you.

The more we consciously understand others’ expectations of us, the less likely we will be to inauthentically change ourselves.  Rather than just going with the flow of what feels right in the moment, we will be able to begin to make intentional decisions to stand for who we are.

To start, try to name the pressures you feel and the contexts in which you feel them.  For example, “I feel pressure to come across as a polished presenter - when I am with the Executive Leadership Team.”  In what spaces do you often leave feeling out-of-place or unduly exhausted?  When do you feel tinges of social anxiety?  When do you notice that you add extra swagger or forced confidence to your words?  And most importantly, why?

If you are getting stuck, describe the general culture of the group or organization in which you find yourself acting inauthentically.  In what ways is the group or organization different from you?  What does the group or organization value and reward that you do not?

3. Identify discrepancies between what you really are and how you have been acting as a result of the pressures you feel.

Compare the two lists you’ve made: the list of who you are from step 1 and the list of what others want from you in step 2.  Where do you observe gaps or tension?

For example: “I dislike being pushy, but, in order to please my boss, I have been extremely demanding on my direct reports.”  Or: “I have a naturally-critical eye, but the company culture is very sensitive and affirming, so I find myself struggling to stay in my strengths without offending anyone.  I find myself beating around the bush way more than I would if I had my own way.”

Those are steps 1-3! These steps focus on fostering self-awareness and awareness of others, but they will set us up for success in the fourth and final part of this series on authenticity where we learn what to do with our awareness. Until then, which step will you focus on?

How to Be Authentic Part 2: Why We Struggle with Inauthenticity

Part 1 of this series sought to answer what authenticity is.

Today’s blog will answer the question, “Why do we struggle to be authentic?”

Oftentimes, inauthenticity appears when (1) we want to fit in, belong, and be accepted, and (2) to do so, we sense or believe that we must be something other than what we are. Sometimes, this inauthenticity can be purposeful and malicious, designed to “get in” with a group in order to dupe them for selfish gain. Ordinarily, though, inauthenticity happens accidentally or even subconsciously as we respond to the pressures and cues we pick up from our environments.

For example, I’m not naturally very trendy or aware of what is “in”; my wiring as an ENTJ lends me to be more curious about the abstract and peculiar. Growing up, in order to fit in with the popular group at school, what would have happened if I’d forced myself to adapt? To become “cool” and aware of who and what got into the headlines? Changing myself to do so would have led me down a path of inauthenticity.

Does that mean I could never have been friends with the popular kids? Not at all! Even in groups that may be naturally different from you, there are ways to grow authenticity without losing connection. We’ll take a look at 6 steps to do so in Part 3 and Part 4 of this series.

Until then, spend some time thinking about the contexts in which you feel an urge to be inauthentic. Where do you sense you feel pressure to be something different than what you naturally are. ?

How to Be Authentic Part 1: Defining Authenticity

Have you ever met someone who you would describe as “fake” or “insincere”?  Maybe you know someone who claims they are “happy to help anytime!” - and yet they vanish mysteriously in a crisis or moment of need.

We often struggle to trust those who are not authentic, and we are often attracted to those who we sense are real.  This is part of what makes High-Performing Teams so powerful; each team member knows where the others stand.  And that trust creates a straight and even highway on which the team can drive towards results.

What is authenticity?

Personal authenticity is about being real.  Being genuine.  Typically someone is being authentic when they are coming from their heart and living by their core values.  Authentic people courageously face opposition in order to say and do what is right.  They take the road less traveled, not to be different, but because it is aligned with what they believe to be right.  As a result, their actions are consistently aligned with their words.

Sometimes people mistakenly believe that being authentic means being the same person to everyone.  However, that is not true.  Relating authentically means:

  1. finding a common point between the other person and ourselves

  2. and then interacting to foster that commonality,

  3. ultimately building trust in a manner that is genuine.

In other words, authentic people are not trying to make themselves look good for you.  In fact, you can sense that they are so authentic, they have made themselves vulnerable.  No need to put on a mask or to perform for the other person.  Authenticity involves no marketing, posturing, or deception whatsoever.

Because of this, when someone is being authentic, it rings true inside of you, or a big smile will come over your face as you hear them speak.  You feel like you have been given an anchor.  You know where they stand.  You know what they are about.

In Part 2, we’ll look at why we struggle with inauthenticity. Until then, what parts of authenticity do you most want to develop?

5 Key Steps to Take After Your Peer is Promoted to Be Your Boss

Everyone knew the position was open.  Now, an HR manager has come to announce your new boss.  And the final candidate was...a peer?  Grinning from ear to ear, Jane stands up from amongst your team and moves to the front of the conference room, delineating herself as your new authority.

You suddenly realize the implications of this promotion.  Despite being on equal levels before, you and Jane are on very different levels now.  You report to her, and she appraises you.

You congratulate her, of course.  But once you all return to your cubicles, what should you do next?

Should you act like not much has changed?  Will you still be able to go out for beers next Friday?  Or should you embrace the change and distance yourself first?  Maybe she expects a new level of respect and professionalism.

Figuring out an appropriate path forward can be both confusing and challenging.  Here are 5 key steps to take after your peer is promoted to be your boss, along with why you ought to take these steps over their alternatives.  Let’s dive in!

#1: Spend some time (ideally, at least fifteen minutes) in reflection to build self-awareness.

A peer becoming your manager may not always be as simple as celebrating the new change and getting on with work.

  • You may have wanted the position, and your peer being promoted makes you wonder where you went wrong or what you lacked.

  • Your peer may also not be a friend, exactly.  And suddenly, you’re in a place where someone who doesn’t like you has the authority to evaluate your performance.

  • Maybe you and your peer used to light-heartedly badmouth your old boss.  Will your peer suspect that you will continue to do the same to her?

  • Even in the best case scenario where you are able to celebrate your ex-coworker’s promotion with sincerity, you may be losing a good friend and a confidante.

All of these complexities come with their own feelings: jealousy, nervousness, embarrassment, sorrow.  And those feelings, if left unchecked or unobserved, will drive the way you approach your relationship with your new boss.  One of the greatest and most common dangers is a disintegration of mutual trust.

So first, spend some time alone to journal or think through how you feel.  Or talk through the change with a close, non-work-related friend.  Being able to pin down which emotions are at play will be key to preventing unwanted emotions from sabotaging your new boss, and your own success.

#2: Resolve to achieve your long-term goals.

Once you know how you feel, make a decision on what you really want, long-term, and hold yourself to it.

For example, you might say:

“Right now, I feel really envious of Jane.  I wanted that position, I worked hard to grow into it, and I applied for it - but HR decided Jane was more qualified.  That feels really humiliating.

“But my long-term desire is to ensure that the whole team succeeds together, starting with a great boss.  If opportunities arise for me to passive-aggressively highlight Jane’s failures, I will choose to remain silent or to encourage her to get up and try again.  My decision is to pursue a productive, positive, and fun team, and I will not get in my own way.

“I will also use this opportunity to see what Jane has that I was missing so that when another equal position opens, I will definitely be ready.”

Once you’ve made a commitment to achieve your long-term goals, you are ready to launch into action.

#3: Embrace the change, internally and externally.

When your peer becomes your boss, you may want to keep acting the same as before.  “Nothing has to change, right?  We can still be friends!  In fact, working for a boss who was once an informal peer seems great!  Goodbye, strict pressure.  Goodbye, stuffy atmosphere.  Hello, chill boss!”

Unfortunately, that thinking is just not reasonable.  To best succeed in her role, your new boss actually needs you to embrace the change, not ignore it.

Why?  It may not be that your new boss wants to flex her new-found power by acting aloof.  Rather, she needs space in order to effectively exercise her authority.

For a moment, imagine yourself in her shoes.  One of her new responsibilities is writing up performance reviews for you, covering strengths and areas for improvements.  She also is responsible now for equipping, growing, and developing you.

If she were to remain chummy and informal with you, your performance reviews would be unjustifiably glowing.  And you might never receive constructive criticism or a challenging task, as those might jeopardize your relaxed friendship.  What would that do to your learning and future career progression?  Would your new boss be doing you a favor or a disservice by making things indefinitely easier on you?  What about the rest of the team?  Would everyone receive the same, constant thumbs-up, or would rumors of favoritism start spreading?

Trying to keep things the same as before is asking your new boss to act unfairly.

As a result, even if she also dislikes the change, your new boss is likely to pull back a bit to a professional distance.  Rather than fighting this, you can help.

To do so, acknowledge the change, first for yourself internally and then also for her externally.  You can say something like, “I’m looking forward to getting to know you in your new role,” or, “I’d love to meet with you to discuss how I can help support you in our new relationship.”

State openly and out loud that you intend to work well with your new boss.  Set a clear expectation that you respect her authority.  Whether your new boss is a friend or a past rival, these encouragements are guaranteed to relieve her of any worries she might have had about her new authority.  If she had felt the need to force her new power on you, she won’t anymore.  You will be helping her settle into her role with ease.  In that state, she will be best positioned to lead you and the rest of your team well.

#4: Brainstorm how you can add value and score wins.

With any boss, including a peer-turned-boss, you want to look for ways to add value and score wins.  Ask the same questions to your peer-turned-boss as you would to any boss:

  • What is your preferred work style?

  • What is your personality?

  • What are you being held accountable to accomplish?

  • Where do you spend the most time each day?

  • How does my role affect you?

Remember that with the promotion comes a change in your relationship dynamic.  Even if you’ve worked alongside your new boss as peers for years, you should still ask these questions, as the answers to them will look different in a new context.

Then seek to align your strengths with your boss’ needs.  How can you score quick wins to build momentum?  How can you set yourself up to hit long-term goals?  In what ways do your unique abilities naturally compliment your boss’ blindspots?

The good news?  You can really leverage your old relationship in your new relationship.  For example, if you already know that your boss absolutely hates working with details but you rather enjoy them, you can offer to take on those pieces for her or give reports a final edit.  Or you may have heard your new boss vent about how she dislikes being interrupted while working on something.  Even before you’ve started working together, you know to schedule meetings or email instead.

Use what you know.  Build trust fast by adding value and anticipating needs.  When your boss sees and experiences the ways you adjust to her style, she is more likely to do the same to you.  Soon, you might find that you have a stronger relationship with your boss than you’ve ever had before.

#5: Set yourself apart by being honest and sharing regular feedback.

Anyone in authority can tell you the truth: getting prompt reports of bad news is tough.  We all naturally fear being “shot as the messenger”, especially if we are the source of the bad news in the first place.  And the flipside is also true: flattery easily finds its way to leaders with influence.

With any boss, you should be honest about your mistakes.  But if your boss was once a peer, this is again a case where you can powerfully leverage your old relationship for mutual wins.  You start from a foundation of trust with your boss, so your connection to each other is less likely to be toppled by failures or negative announcements.  You also know how and when to approach your new boss with concerns:

  • In front of others or in private?

  • Sandwiched by compliments?

  • With a set of possible solutions?

  • In email or in person?

Use that to your advantage.  Skip the flattery, and instead get into a habit of sharing regular feedback of the good and the bad.  Your boss will be grateful that she has someone she can trust, who she could trust from the very beginning.

~ ~ ~

Those are the 5 key steps!  Which of them resonates with you the most?

If you have any follow-up questions, feel free to contact me at megan@ryancbailey.com.  Always happy to connect!

Using Inspiration and External Motivation to Develop a High Performance Team

High performing teams (HPT) are teams that get a lot done, produce superior results, and love working together to accomplish their goals.  They believe in each other and are confident that each person is supposed to be on the team.  They are not afraid to push each other to bring the best out in one another.  When you are part of a high performing team, you don’t want to leave it.  They are so much fun to be a part of.

HPT’s don’t usually start off as High Performing Teams. HPTs are developed.  In order to build one, leaders need to know how to draw out the best in each individual member, and leaders need to know how to get them to collaborate well.  But how do they do that?  It starts with understanding the role that inspiration and external motivation play in the life of a team.

Inspiration Is About Creating Meaning and Purpose

Inspiration is about drawing meaning and purpose from a cause that is greater than we are.  Once inspired, a team has a vast store of internal motivation to go through walls, if necessary, to accomplish the mission of the team.  Internal motivation will continue if it is fueled from time to time.

External Motivation Is Used For Stretch Goals

External motivation--such as titles, more money, a seat at certain tables--only works temporarily.  The energy that comes from these one-time events won’t last.  However, when coupled with inspiration, external motivation can be a powerful way to summon great stores of energy, positivity, and fun in order to accomplish a very exciting stretch goal.

How to Relentlessly Inspire Your Team:

Start with a Rallying Cry

Leaders need to focus on inspiration, which comes from being passionate about the team’s common purpose. Steve Jobs’ motto, “A thousand songs in your pocket,” rallied Apple engineers to create the iPod.  Your team needs to come up with their rallying cry.  

How?  Brainstorm with your team about what got them interested in joining the team.  Look at what your team is tasked to do.  What is the most important part? How does it impact you and others at large when the team accomplishes it?  Is there a way to combine all three: the why of their joining the team, the most important part of what the team is tasked to do, and the impact the team will have?  Can you then say it in such a way that an intelligent third grader could get excited about it?  For the intelligent third grader to get it, you will need to eliminate details.  Focus on what it is, how it affects them and how it impacts others.  Capture it in a catchy phrase (seven words or less) that can become the team mantra.  Purpose will be cemented in this step.

Fall in Love With What You Are Doing

Next, ask your team to think about times they were doing things they absolutely loved.  What led them to fall in love with what they were doing?  Get into the weeds here for a bit.  As people vibe off of what others are saying, ask the team to come up with principles that the team can recreate to help one another fall in love with the team and their goals.

Discover Each Team Member’s Core Value

Now move individually. To gain high levels of commitment, find out what each team member longs for. What do they really want?  What are their deepest desires?  Look for what each of those things represents to them. For example, many people would assume that if you were talking to a sales team, each member of the team would want more money.  But that isn’t necessarily true.  You need to ask the question, “If you had more money, what would that give you which you did not have before?”  Some of the answers may include:

  • If I had money, then I would have Significance

  • If I had money, then I would have Love

  • If I had money, then I would have Acceptance

  • If I had money, then I would have Value

  • If I had money, then I would have Enjoyment

  • If I had money, then I would have Security

Each of the six letters of the word SLAVES is a core value to that person.  We are often slaves of those core values, since most of our decisions are made in an effort to achieve one of them.  Which letter drives each member of your team?  

Help members to discern this by asking them:

  1. What do their longings and desires represent to them?  (i.e. Money = Value) 

  2. If threatened, what do they react most strongly to, or even overly strongly to?  What does that threat represent?

  3. What do they think about when they don’t have to think of anything?  What does that represent?

If they can’t seem to decide between a couple of letters, ask if there is something even deeper that just one of those letters gives them.  For example if they say, “I have narrowed down the list to Acceptance and Security, and I am not sure which one it is.”  Then ask, “If you have Acceptance, what will you then have?  And how about with Security?  If you have Security, then what would you have?”  If they say, “If I have Acceptance, then I have Security, but I can’t think of anything deeper that I would have if I had Security,” then a good guess would be that Security is their deepest value.  Often when you narrow it down to two SLAVES values, one value feeds the second value, but not vice versa. Once identified, appropriately feed their value in healthy ways.

Leverage What Comes Natural to Each Team Member for the Good of All

Next, look at what comes naturally to each person.  Start with their personality type.  As an ENFJ, I love reading a room or an individual and helping them in ways that create a major impact. 

Don’t forget to dig into their story.  What have they naturally done well over time, even when they were a kid?  What do they always get high marks for on performance reviews?  

How can they leverage what they naturally do well--whether from their personality type or their story--for the good of all?  If they don’t see how their natural gifts are valuable, help them come up with a list, starting with some of the things you see.  Then help them by asking questions like, “How do you think this gift will help José?  How about Michelle?  What about the higher-ups in the company?  How about our clients?  Other stakeholders?”  Keep generating options and asking the team member to write them down on something like a Google Doc so they can have easy access to the list whenever they need to review it.  This will help elevate their Self-Regard.

How about others on your team?  What do they do naturally?  How can they leverage those strengths for the good of all?

Make the Work Fun!

Next, collaborate with each team member as to how the work can be more (1) fun, (2) interesting, or (3) challenging.  Different personality types view those categories differently, so make sure individual needs are met.  

Once you know what works for each individual, look to the group.  Are there things in common with other members that they could do as a group to increase fun, interest, and challenge for all?  Pepper those things in from time to time.

Use External Motivation for Stretch Goals

Use external motivation to go after a real stretch goal, remembering that it is only  temporary.  If you are doing well with the inspiration piece, you may not need to use external motivation.  Every once in a while, however, there will be a need to accomplish a short-term goal which will be a challenge to achieve, and this may be a great time for external motivation, to encourage the team to go all-out to get it.  For example, if you know your team really wants to go to ABC and you know XYZ will be a challenging goal say, “If the team accomplishes XYZ, we all get to go to ABC and celebrate!”  From time to time, help them recall why they wanted to go to ABC, to keep the motivation fresh and active.  

If you want to develop your team into a high performing team, focus on inspiration and use external motivation only for the stretch goals.  Inspiration lasts... External motivation adds a little gas to achieve a stretch goal.

Chew On This:

  • What inspires you? In other words, what gives you meaning and purpose?


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