‘Interpersonal Leadership Styles’ Assessment for High Functioning, Collaborative Teams

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ILS teaches how to ‘flex’ for different styles

“Wow,” said Robert, looking over at me with a big smile. “They are REALLY loving this!”  Robert Gass, master facilitator and co-founder of the Rockwood Leadership Institute, sat beside co-trainer Gibran Rivera and I in the sunlit meeting room at Devil’s Thumb Ranch, high in the mountains of Colorado. The three of us were watching our hilarious, brilliant colleague, Jose Acevedo, exuberantly leading a group of 24 leaders through a half-day training on Interpersonal Leadership Styles. It is one of the most popular modules in Rockwood’s year-long Leading from the Inside Out program for national non-profit leaders.  Four groups of participants were clustered around flipcharts in in each corner of the room. The energy of each group was remarkably different: some were laughing and punching one another on the shoulders, others were fiercely debating, some pondering silently and gently offering suggestions to one another, as they reflected on their different working styles.  And they were, indeed, loving it.

In fact, I have heard back now from dozens of leaders about the power and impact of having gone through a team-wide training in Interpersonal Leadership styles. Why? People walk away with a keener sense of their blind spots and their strengths as leaders – and of their team-mates’. Rather than feeling judged for those differences, or limited by narrow definitions (something I had feared), it turns out that participants become vastly more appreciative, not just tolerant, of one another’s differences.

The ability to work across difference and to harvest the gifts those differences bring is an essential skill for today’s leaders.  Leaders simply must become adept at recognizing and working with not only differences of power and rank as expressed through race, sexual orientation, class, and ability, but differences in style.  Interpersonal Leadership Styles, or ILS, is an accessible tool that supports this kind of learning. And it offers immediate take-aways in terms of how to flex, even in periods of stress, to make the most of one anothers’ unique perspectives.

Interpersonal Leadership Styles is one of several typologies over the past several decades based on the work of Jung and others, to help map out the different leadership styles individuals tend to bring to their teams. Other typologies you may have heard of include Myers-Briggs, Colby, or DISC. It turns out they are all based on largely the same body of Jungian-based social science research – just packaged differently. But the concept isn’t new. In fact, the Chinese first invented work-related typologies over 4,000 years ago, to help assign civil servants to appropriate roles based on their unique styles and aptitudes.

I and most of my other fellow leadership trainers at Rockwood chose to get certified in ILS because, compared to other systems, we found it simpler to grasp and apply immediately. Most of the sessions I facilitate are between 2.5 and 3 hours, although full-day versions are also offered by many of Stratton Consultants’ licensees.  And while at first I resisted pursuing certification in any such system, I became convinced after repeatedly observing the power of teams who embrace their stylistic differences.

For more information about ILS, contact Stratton Consulting.

Canadian Women Voters Congress: Call for Board nominations

Did you know that there are more women holding elected office in Afghanistan than there are in Canada?  The Canadian Women Voter’s Congress has worked long and hard  to ensure women in Canada have the skills and confidence to actively participate in democracy. They offer longest-running non-partisan Women’s Campaign School in Canada.  They’re currently seeking nominations for its Board of Directors; the deadline is May 26, 2013. It’s a fantastic leadership opportunity. Click here for more information.

Communicating with your Virtual Team, Part 2: Facilitating Conference Calls

Some of us feel like we spend half our lives in meetings – mostly by conference call. Here are a few tips to make the time snappy and productive.

Last week I facilitated a short planning session by phone for a virtual team. In the brief post-meeting evaluation, I was struck with how happy the group was about such commonplace meeting format. It got me reflecting on a couple of best practices I use as a facilitator to make the most of conference calls:

1. Do a POP: as with any meeting, clarify the Purpose, Outcome and THEN the Process before calling the meeting, and at the beginning of the call. For example:

  • Is the PURPOSE of the call to plan an upcoming strategy session with the whole board – or just to share information?
  • Is the desired OUTCOME to make a clear decision, or simply some shared context across a group that will be planning together in the future?  

Then clarify the PROCESS, especially:

  • What prep is needed? Is there any pre-reading that needs to be circulated in advance? 
  • How long do you have for the total call?
  • What are the priority agenda items?
  • How much time will each topic need?
  • Who is facilitating? Presenting?
  • Who’s taking notes, and how will these be distributed
  • Who’s on the call?

2. Practice “Conocimiento: Always start with a brief check-in.  As my Rockwood co-trainer Michael Bell continually reminds me, “go slow to go fast.”  It’s not just a lovely thing to do: at the end of the day, teams that have taken the time to build trusting human relationships tend to function more efficiently and creatively,  especially during times of crisis, stress or when rapid-response is called for.  So take just a few minutes, even on a conference call, to share appreciations and see how everyone’s doing. One great simple question to ask is, “where are you right now – what are you looking at?”  When we engage our mind’s eye in seeing our fellow callers, it brings us that much closer together, even as disembodied beings.

3. Use frequent “rounds”, and call people out. In a face-to-face meeting, facilitators are trained to do the opposite – we avoid calling on people by name, because it could force some to participate in a large group when they’re not ready or willing; it can be pushy or disrespectful. But on conference calls, I can’t read the body language of people wanting to speak. If I simply ask “what does everyone think”, we risk:

  • Vast, excruciatingly long silences
  • Only hearing from the same 2 brave and hasty souls who happen to jump in really fast each time a question is called
  • Repeatedly having two or more people tripping over one another as they jump in at the same time.

So I keep the list of participants in front of me and simply do ‘rounds’ – calling the name of each person on the call in order.  This is especially important when we’re capturing decisions.

4. Stay abreast of the tech: Technology to facilitate interaction for remote groups is quickly becoming effective and affordable. More groups and trainers I know are now experimenting with Maestro or similar systems aimed at maximizing group participation in a strictly auditory environment (i.e., you can do small group breakouts AND still wear your pajamas!).  They not only allow up to dozens of participants to call in to one central line from anywhere in the world, but people can ‘raise their hands’ to ask questions or offer comments, with the moderator tracking it all on a web-based dashboard. Participants can also be broken out into small groups for more intimate discussion, with auditory facilitators supporting the conversations or ‘lurking’ until needed.  Of course, people can be looking at shared documents at the same time, even using simple web-based collaborative platforms like Google Drive, that allow multiple viewers to edit the same document in real time, with colour-coding or other visual cues indicating who is making what changes.

5. Commit to continual learning:  Even if you don’t have time to do a brief evaluation at the end of every meeting, commit to doing it after every two to three calls.  Honest, direct, kind feedback is the only way individuals and teams can learn about what to keep doing or do more of, and what to avoid, in order to maximize their future performance.  At the end of the day, social change leaders are aiming for results – and a continual practice of giving and receiving skillful feedback can help us achieve more powerful results with less effort in the long run.

For other great tips on virtual teams, see:  http://blogs.hbr.org/cs/2013/04/how_to_avoid_virtual_miscommun.html  and

http://blogs.hbr.org/cs/2011/03/how_to_conduct_a_virtual_meeti.html

NEW COURSE: Measuring Workplace Diversity and Inclusion Practices

The incredibly talented, results-driven team at Anima Leadership has a brand-new workshop offering: Measuring Workplace Diversity and Inclusion Practices, on May 23rd, 2013 in downtown Toronto. Wish I could be there!

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The talented, results-driven team at Anima Leadership has a brand-new workshop offering: Measuring Workplace Diversity and Inclusion Practices, on May 23rd, 2013 in downtown Toronto.  I frequently work with organizations that struggling to become more inclusive, diverse and reflective of the communities they serve.  The team at Anima Leadership is simply brilliant at this work,  fusing the latest research from neuroscience, psychology, prejudice reduction, organizational development and mindfulness with proven practices for sustaining organizational performance. Now they’ve surveyed the latest smart practices research on recruitment, retention and advancement in order to develop unique diversity instruments for measuring inclusion in the workplace. Assess where your organization is at and where it wants to go using the Anima Inclusive Workplace Toolkit.

In this workshop you will learn:

  • What gets in the way of establishing a diverse and inclusive organization.
  • Leadership competencies for developing Diversity Champions including emotional intelligence, mindfulness and authentic connection.
  • How unconscious bias results in “blind spots” within all individuals and organizations and the importance of developing bias detection and management skills.
  • How to apply the Anima Inclusive Organizational Practices Continuum using seven factors for measuring organizational change with respect to diversity, equity and inclusion.

For anyone on the East Coast and/or in the Toronto area (or beyond), this will be a fantastic workshop. Click here for more information.

Communicating with your Virtual Team, Part 1

Here are a few of my best tips and practices for communicating across virtual teams: when to use email, phone, videoconference and precious face-time to maximize relationships, power and results.

Last week I was in New York co-facilitating a training session on communications in the context of teams, partnership and collaboration. One of our participants raised a familiar question: what do you do when your team is “virtual”?  In fact, either due to budget constraints or concern about their carbon footprint, non-profits are increasingly communicating remotely – and some tips and best practices are floating to the top. Here are just a few:

Face to face: This is still the gold standard of all communication. And, until we’re all sporting our own personalized holoprojectors, this isn’t likely to change. Research shows that more than half of all human communication is conveyed through body language; another third is conveyed through tone. The key for virtual teams is to carefully maximize precious face-time: make it count.  Choose face-to-face meetings for building relationships and  anything requiring creativity, synergy, complex decision-making, any sort of visual planning or strategizing and especially for ‘courageous conversations’ (a ‘courageous conversation’ is one where “opinions vary, stakes are high, and emotions run strong”).  For things like basic information-sharing, use well-crafted, pre-circulated briefing notes, webinars, written communication, conference calls – but save your costly face to face time for the high-octane, high priority work that can’t get done well through any other format.

Phone: I confess: when a conversation could get a bit complicated, sometimes my Inner Coward would rather hit the keyboard than risk the more intimate, two-way and possibly lengthier mode of communicating in real-time. Sadly, that ‘safety’ is an illusion. Courageous or complicated conversations often get messier – which gets MORE time-consuming and complicated, not less – due to the sheer limitations of text-only communications. So pick up the damned phone, already!

Better yet: use Skype video or Facetime.  At least then you can benefit from at least choppy and partly pixelated facial expressions to go along with the full range of vocal tone.  In fact, all of my current coaching clients live in other cities – so all of our sessions are by skype video or phone.  This honestly feels almost as impactful as face-to-face – as long as I use the following practices:

  • Make sure I’m in a comfortable, quiet place
  • Turn off all unnecessary devices and monitors. Let’s face it, most of us are completely ADHD now with our devices – so I chooseto get rid of the temptation altogether.
  • If I need my laptop for note-taking, I at least turn off all other programs and close all tabs – again, removing the temptation to get distracted by the endless flow of incoming messages
  • Minimize all visual stimulation (no TV in the background or staring out my window at the unfolding dramas of the street below…)
  • Stay present. Of course, this is really what it’s all about. I strive to practice using the ‘muscle of my attention’, over and over, to come back to the present moment and make the most of our time together as disembodied beings. It makes a MASSIVE difference.

Email: Email is the main way more people over 20 years old communicate. It’s super-efficient, easy to copy and forward to others, easy to include links to further information…  It’s also tricky,  especially for more complex or ‘difficult’ conversations. Did that exclamation mark convey happy tail-wagging enthusiasm – or is the writer shouting at me? Was that period at the end of the sentence a calm, gentle downtone – or an abrupt, sardonic hiss? For any complicated conversations, avoid email. It’s really a last resort, with the greatest potential to create misunderstandings and time-consuming messes that then have to be cleaned up.

For everyday email, please, here are a few basic practices to minimize digital clutter and spare your colleagues the torture of endless unnecessary email threads:

  1. Don’t squander the CC field. Make sure anyone who MUST be copied is – and not one person more
  2. Pause before blithely pounding on the “reply all” key: Really. Does EVERYONE need to know that yes, you liked the article or no, you can’t make the meeting?
  3. POP it: clarify your desired purpose and outcome in the subject line. Is your email for information only? Urgent action? Calendarizing? Feedback? Decision? Start doing this – and better yet, get your whole team to adopt the practice – and you will be an Email Efficiency hero, I promise. It’s smart, helps others focus on what’s important and yields faster results for everyone.
  4. Use “priority flags’ sparingly. Otherwise, you risk sounding endlessly hysterical. Just as bad, you’ll be seen as the kid who ‘cried wolf’ once too often, and everyone will start ignoring your flags anyways.

Authentic facilitation: Two upcoming trainings June 10-11 in Toronto

Anima Leadership is offering two 1-day facilitation trainings, June 10 and 11th, at Toronto’s Centre for Social Innovation.

Anima Leadership, one of Canada’s most insightful, intelligent and experienced transformational leadership teams, is offering two back-to-back facilitation trainings at Toronto’s Centre for Social Innovation. Authentic Facilitation 1: Learning to facilitate with presence of ease is on June 10th, followed by Authentic Facilitation 2: Learning to sit in the fire of conflict on June 11th. Check here for registration and details.

How Great Leaders Inspire Action: Simon Sinek’s “Golden Circle”

Simon Sinek, author of the 2009 book “Start With Why”, describes the essential element of inspiring leadership in this meaty little TED Talk. He encapsulates beautifully the approach that Rockwood Leadership Institute and master leadership trainer Robert Gass have used for years in their approach to “inside-out” leadership, using the metaphor of what he calls the “Golden Circle”.

Simon Sinek, author of the 2009 book “Start With Why”, describes the essential element of inspiring leadership in this meaty little TED Talk.  He encapsulates beautifully the approach that Rockwood Leadership Institute and master leadership trainer Robert Gass have used for years in their approach to “inside-out” leadership, using the metaphor of what he calls the “Golden Circle”.

Imagine a dart board with three rings.  The outer ring represents the “what” of leadership and action. This is comfortable terrain for the vast majority of leaders, who are readily able to articulate what they do.  The middle rings speaks to “how”  – and indeed, a smaller subset of people are able to articulate how they accomplish what they do. But the key to transformative, powerful leadership, Sinek argues, lies in the smallest, center circle – which is all about “why” a leader does what s/he does – their deepest purpose. From Martin Luther King to Apple computers, Sinek asserts that great leaders are driven from this core place of purpose-driven leadership.

And these three rings, he says, correspond to the layers of the human brain. The outer layer of the brain, the neocortex or “homo sapiens brain”, is the latest development in our species’ evolution – it’s the fancy neurological wrapping that is responsible for language, the processing of facts and data, and rational thought.  The middle two sections of the brain are the limbic brain – the far more ancient components of our neurobiology. The limbic brain is responsible for feelings such as trust and loyalty, fear and desire. It is also  limbic brain is also responsible for all decision-making. It has no capacity for language. As Sinek (as well as Drew Weston and a host of others) articulates so well, when we communicate from the outside in – that is, starting from facts and analysis – we are not communicating to the place where people actually make decisions. But when we communicate – and lead – from the inside out, we are speaking directly to the parts of the human brain that control decision-making. The neo-cortex will then follow, rationalizing that behaviour.

Sinek also talks about the Theory of Social Innovation, including the elusive “tipping point”, beyond which a new idea or innovation attains enough momentum to continue moving through a community. (For a brief overview of this concept, see my 2007 post, “the trajectory of social change”).  Whether describing King as the leader of the Civil Rights movement or the Wright Brothers as leaders and creators of modern aviation, Sinek briefly maps out the kind of purpose-driven leadership that was essential to the eventual success of these great leaders.

“Managing” social activist staff: two upcoming workshops

Managing” social activists…. Does that sound like an oxymoron, or what!?  Working in the not-for-profit sector for 20 years, I’ve noticed that the biggest messes many leaders face stem from a lack of skill in managing their people. Managing teams is especially tough when both the (often reluctant) managers AND the ‘managees’ are trained, if not fundamentally driven, to question authority and status quo power structures.  Two upcoming workshops – one on the West Coast of B.C., and one in Washington, D.C. – can help.

First, the fabulous  Deena Chochinov, a veteran organizational development consultant (among other skills) is leading a 2-part workshop on Talent Management on May 7th and May 14th in Vancouver, BC. As she explains, “This high-impact skill-building workshop will guide you through the key drivers and steps for creating a motivated, inspired and responsible workforce that will survive and thrive in these challenging times.” See http://www.hollyhock.ca for details.

On the other side of the continent, a workshop in D.C. addresses HR (human resources) and social activism in particular.  The Management Assistance Group is offering a 3-part workshop on Managing Real People, Managing Change, especially for social justice organizations. It’s being offered out of the Center for Community Change in Washington, D.C., starting with a full-day session on May 11th.  See http://events.constantcontact.com for details.

Training the next generation of progressive political leaders

Training the next generation of progressive political leaders is the focus of the Washington, D.C.-based Center for Progressive Leadership. Their particular focus is on under-represented candidates and leaders, including women, people of colour, and GBLTQ folks, in 5 key US states. I’m thrilled to be on the team of trainers for CPL’s upcoming training in Philadelphia this weekend (April 10-11, 2010), focusing on message development, story-telling, public speaking and mainstream media tools.

Training the next generation of progressive political leaders is the focus of the Washington, D.C.-based Center for Progressive Leadership. Their particular focus is on under-represented candidates and leaders, including women, people of colour, and GBLTQ folks, in 5 key US states.  I’m thrilled to be on the team of trainers for CPL’s upcoming training in Philadelphia this weekend (April 10-11, 2010), focusing on message development, story-telling, public speaking and mainstream media tools.  This will be my first training with CPL, and the second of five intensive weekend retreats for their 54 participants, as part of a year-long fellowship for leaders in Pennsylvania. Philadelphia, friends tell me, is “the quintessential American city” – diverse, blue-collar, crammed with classic diners and home to the Liberty Bell.  I haven’t seen much yet – the training starts tomorrow – but I CAN say Philly has fantastic restaurants, tons of snappy energy and the CPL team is really, really smart. It’s intoxicating to be hanging out with people who regularly refer to “message boxes” and “progressive narratives” in the same breath!

It’s good to be back!

I’ll continue to focus on themes of collaborative power and leadership, progressive politics, and social justice. I’ll also talk about tools related to facilitation, campaign planning, strategic planning, communications and media.

After a 3-year hiatus where I allowed myself to get sucked into the happy vortex of a busy consulting practice, I’m resurrecting this blog. No matter how hectic things feel, there’s nothing like the self-imposed pressure of reflecting and writing on a regular basis to help a person ‘sharpen the saw”.  I’ll continue to focus on themes of collaborative power and leadership, progressive politics, and social justice. I’ll also talk about tools related to facilitation, campaign planning, strategic planning, communications and media. Since my last posting, I’ve continued to expand my consulting practice, working for a wide range of coalitions, individual leaders and some fantastic not-for-profit clients across Canada and the US. I’m eager to share ideas, learn from peers and to connect to others in this weird little niche Stay tuned, and please share your own ideas and tools!

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