From Vice President → C-Level: From Leading the Business to Leading the Future (Next Level Series 5/5)

A newly appointed Chief People Officer once told me, three months into her role: "I kept waiting for someone to tell me what to do. Then I realized — I'm the one who's supposed to know." That moment of reckoning is one almost every C-suite leader faces, usually alone, usually quietly. The title changes. The expectations multiply. But no one hands you a new playbook.

The C-suite demands a different kind of intelligence — part strategist, part storyteller, part system steward. You move from managing performance to managing meaning: helping people see not just what they’re doing, but why it matters. Peter Drucker once said, “The leader’s first task is to define reality; the last is to say thank you.” Everything in between, he noted, is about building trust and clarity so others can deliver at scale.

At this level, your influence extends beyond your direct span of control. The tone you set — in words, actions, and even silence — ripples across thousands of people. You become the cultural barometer of the organization. As Scott Eblin often reminds leaders, “You control the weather.” Your presence either fuels focus and alignment or creates confusion and drift.

The C-level leader’s time horizon also stretches dramatically. You’re thinking not just about this quarter or next year, but about how the organization will thrive five or ten years from now. That means stewarding resources, talent, and reputation in ways that balance performance today with relevance tomorrow. You’re no longer optimizing for speed — you’re optimizing for sustainability.

It also means widening your field of responsibility. Your stakeholders now include customers, investors, partners, communities, and regulators. Leadership becomes as much about diplomacy and credibility as it is about strategy. Every conversation — whether with the board, the media, or your employees — shapes how the world experiences your organization’s integrity.

To thrive at this altitude, focus on amplifying clarity, culture, and capacity:
• Communicate for alignment. Every message should reinforce purpose, priorities, and progress — clarity compounds trust.
• Shape culture through repetition. Define three non-negotiable behaviors and model them relentlessly.
• Build your inner circle. Surround yourself with truth-tellers who challenge your assumptions and surface blind spots early.
• Think in decades, act in quarters. Balance long-term direction with short-term momentum.
• Prepare successors early. Create the conditions for others to lead before they’re ready so they can carry the vision forward when you are gone.

These aren't abstract ideals — they're active choices that show up in your calendar, your conversations, and your culture. If you're ready to move from principle to practice, start here:

How to begin leveling up immediately:
• Redesign your calendar. Audit your past month: how much time builds the future versus maintains the present? Shift the ratio.
• Refine the narrative. Anchor your next board update or company message in three parts: purpose, priorities, proof.
• Pressure-test succession. Ask, “If I stepped away for three months, what would still run smoothly?” Strengthen what wouldn’t.
• Expand your horizon. Build external awareness through quarterly touchpoints with investors, peers, or industry partners.
• Model legacy in action. Identify three visible ways to live the culture you want others to inherit.

The best C-suite leaders balance ambition with humility. They know they can't know everything, so they cultivate curiosity, surround themselves with trusted counsel, and stay grounded in purpose — while giving others the space to grow into theirs. At this level, success isn't about proving yourself. It's about ensuring the organization can keep succeeding without you. That's not a soft idea — it's the hardest, most disciplined work of leadership. Legacy isn't a destination you arrive at. It's a practice you choose every day, in how you show up, what you protect, and what you're willing to let go of.

With this, we close the Next Level Series. From doing the work to enabling others, from leading teams to leading systems, and from driving results to defining direction — every stage of leadership requires a new kind of presence.

Reflection Question: What are you building that will outlast you — and who are you building it with? Comment and share below; we’d love to hear from you.

Quote of the Day: “The best way to predict the future is to create it.” — Peter Drucker

If you’re navigating your own next level, I’d love to help you design it — with clarity, confidence, and purpose, contact me to explore this topic further.

What legacy are you building>?

From Director → Vice President: From Functional Expert to Enterprise Leader (Next Level Series 4/5)

The step from Director to Vice President changes everything. It’s not just a bigger job — it’s a different one. You’re no longer measured only by how well your function performs; you’re measured by how well the business performs. And that requires a shift in both mindset and method.

At the director level, you lead systems. At the VP level, you begin to lead the organization itself — through strategy, influence, and the decisions that shape the enterprise. Harvard professor Linda Hill describes this moment as moving from being the “heroic manager” to becoming a “leader of leaders.” Your success now depends on how effectively you align, empower, and elevate those around you.

This transition is where many talented leaders hit turbulence. The comfort of functional expertise runs deep — it’s what earned you credibility. But the higher you go, the less your value comes from what you know, and the more it comes from how you integrate what everyone else knows. The VP seat is about orchestration: making the right trade-offs, simplifying complexity, and setting a clear direction that others can confidently follow.

Your field of vision expands dramatically. Instead of optimizing within your function, you must consider the business as a whole — customers, markets, talent, capital, and culture. Your peers become your most important collaborators, and alignment across the leadership table becomes your most powerful lever. You start to see that leading at this level isn’t about control — it’s about coherence.

That coherence begins with clarity. The best VPs translate strategy into a story people can believe in and act on. They help teams connect their work to the company’s mission. They build trust across silos by communicating openly, sharing credit, and focusing on enterprise outcomes rather than departmental wins.

Equally important, they grow other leaders. A strong VP knows their legacy isn’t the projects they ran — it’s the caliber of leadership they leave behind. They create opportunities, give visibility, and sponsor emerging talent. In many ways, this is where you stop climbing the ladder and start building one for others.

At this stage, leadership isn’t about knowing it all — it’s about knowing who knows what. You can’t be the subject-matter expert in every detail, and you don’t need to be. Your job is to build a network of trusted experts, set clear parameters, and create visibility into the work without being buried in it. Resourcefulness now matters more than mastery. The goal is to stay informed enough to represent your function confidently upward, while empowering your team to execute with autonomy.

To lead effectively at this level, cultivate enterprise perspective and discipline in equal measure:
• Zoom out before you zoom in. Begin every major decision by asking, “What’s best for the business as a whole?”
• Bridge strategy to story. Reframe goals into a simple narrative people can repeat — clarity scales faster than complexity.
• Align through trade-offs. When functions compete for resources, make the trade-offs visible and explain the rationale; transparency builds trust.
•Invest in peer trust. Strong leadership teams outperform collections of strong individuals. 
• Develop future leaders. Sponsor emerging talent beyond your function to strengthen the enterprise bench.

 At the VP level, your job is to integrate, not dominate. Enterprise leadership is the ultimate team sport.

 How to begin leveling up immediately:

• Refocus your lens. Before every meeting, clarify whether the goal serves your function or the enterprise — then adjust your stance.
• Simplify the strategy. Condense your annual plan into three sentences anyone can repeat; clarity scales credibility.
• Run a trade-off audit. Identify where your priorities compete for time, talent, or capital, and choose what to pause.
• Build a peer alliance. Partner with two peers outside your function to drive one shared goal this quarter.
• Sponsor visibility. Give two rising leaders enterprise exposure — through a cross-functional project or executive presentation.

The challenge of this level is letting go of the need to be right and embracing the responsibility to get it right — together. The leaders who thrive are those who can hold complexity, balance competing demands, and stay grounded in purpose.

Reflection Question: If the success of the enterprise were your only scoreboard, how would you lead differently? Comment and share below; We’d love to hear from you!

Quote of the Day: “As you rise, your job is no longer to make every decision — it’s to shape the context in which better decisions get made.” — Linda Hill

The next article in this series (5/5) will focus on the transition from VP to C-Level.

If you’re preparing for a VP role or already navigating it, let’s explore how to expand your leadership from functional mastery to enterprise influence — without losing what makes your leadership distinctive, contact me to explore this topic further.

How do you rise to VP?

From Individual Contributor → Manager: From Doing the Work to Enabling the Work (Next Level Series 2/5)

If the first chapter of your career was about mastering your craft, this next one is about mastering the art of multiplying others. Your success is no longer defined by what you accomplish alone but by what you make possible for your team.

This shift can be exhilarating — and disorienting. Yesterday, you were the go-to expert. Today, you’re leading the people who used to come to you for answers. The instinct is to keep jumping in, solving problems, and showing how it’s done. It feels faster and safer. But as Marshall Goldsmith reminds us, the habits that built your credibility as an individual contributor can quietly limit you as a manager.

Your new job is to create clarity and confidence for others. That means setting direction, defining what success looks like, and building trust strong enough that people bring you problems — not panic. Great managers trade control for curiosity. They ask more, tell less, and coach their team into ownership.

It also means accepting that progress may feel slower at first. Delegation is a long-term investment; it pays dividends when your team can deliver without you hovering. Instead of measuring your worth by the speed of your output, measure it by the growth of your people. When someone you’ve developed nails a presentation or solves a tough issue on their own, that’s your new definition of winning.

The hardest part of this transition is psychological. You’re not just managing others — you’re redefining your professional identity. You move from expert to enabler, from doing the work to shaping the environment where great work happens. As Scott Eblin would say, leadership at this level is about “getting results through others while staying connected to purpose and presence.”

To thrive, build a few steady habits that strengthen your team and mindset:

·       Set a weekly “clarity rhythm. Every Monday, align priorities and ownership with your team; every Friday, debrief on what worked and what didn’t.

·       Coach, don’t correct. When something goes off track, ask: “What’s your thinking here?” before giving advice. It builds capability, not compliance.

·       Run shorter, smarter check-ins. Ten focused minutes on wins, blockers, and next steps is worth more than an hour of updates.

·       Track growth, not just output. Once a month, name one skill each team member is developing — and how you’re supporting it.

·       Protect your own focus. Model healthy boundaries and recovery; people will follow your example faster than your instructions.

How to begin leveling up immediately:
• Audit your time.  Block one hour this week to audit your time. How much is spent in the work vs. on the work?
• Refine Your habits. Identify one habit that’s outlived its usefulness — and one new behavior that aligns with where you’re headed.
• See honest mirrors.  Ask three trusted colleagues what impact they see you having at your best. Use that as your north star for the next chapter.

Stepping into management isn’t about proving yourself all over again. It’s about proving that others can thrive under your leadership. You’ll still get things done — just differently. Instead of being the one in the spotlight, you’re now building the stage, lighting, and sound system so others can perform at their best.

Reflection Question:  What would change if your success this quarter were measured only by your team’s growth? Comment and share below; We’d love to hear from you!

Quote of the Day: “Before you are a leader, success is all about growing yourself. When you become a leader, success is all about growing others.” — Jack Welch

The article article in this series (3/5) will focus on the transition from Manager to Director.

If you’re stepping into management or supporting new leaders on your team, I’d love to help you navigate this transition with clarity and confidence. Let’s talk about what your next level of effectiveness looks like, contact me to explore this topic further.

How do you intentionally move to the next level?

The Next Level of Effectiveness: Why Every Promotion Requires a Different You (Next Level Series 1/5)

At some point in every leadership career, there’s a moment when you realize: I can’t lead this new chapter by doing what worked in the last one. It’s not a sign you’re failing - it’s the moment you’re leveling up.

Each new leadership tier asks you to think differently, operate differently, and let go of the habits that helped you succeed in the past. As Scott Eblin writes in The Next Level, the hardest part of growth isn’t learning something new—it’s letting go of what no longer serves you. Promotions don’t simply expand your workload; they upgrade your mission. You move from driving outcomes through effort to driving outcomes through clarity, alignment, and the capacity you build in others.

With each step up, your scope stretches. You start in your lane—mastering your craft. Then you step into a role where your job isn’t to be the expert but to develop experts. Eventually, you’re coordinating across teams, then across functions, and finally shaping the system itself. Ram Charan and colleagues describe this in The Leadership Pipeline: each level requires a new way of managing time, value, and people. What was once a strength—personal execution—can quietly become a constraint.

Your currency also changes. It’s no longer speed, output, or “I can fix it.” As Marshall Goldsmith reminds us, what got you here won’t get you there. The skills that made you successful as an individual performer must evolve into new capacities—focus, influence, and the ability to multiply others’ effectiveness. Leadership at higher levels is less about what you know and more about how you enable learning and decision-making in others.

Many brilliant leaders struggle at this stage—not because they lack capability, but because they’ve outgrown the identity that made them successful. Harvard’s Linda Hill found that new leaders often try to “hold on to being the hero” instead of embracing the role of architect, connector, and culture-shaper. If no one has ever taught you how to step into bigger leadership, you’re not alone. Most leaders only learn when they hit a wall—and realize the work has changed.

This series is designed to help you avoid that wall—or move through it with clarity and confidence. Over the next few articles, we’ll explore each major leadership leap, what shifts, what unlocks success, and how to evolve your leadership identity along the way.

The next level isn’t about doing more - it’s about becoming more intentional, more strategic, and more scalable. The leaders who thrive learn to manage energy, systems, and meaning, not just tasks and time.

Reflection Question: Who does your next chapter require you to become?  Share your thoughts below—I’d love to hear what resonates. Comment and share below; We’d love to hear from you!

Quote of the Day: “To climb higher, you must travel lighter.” — Scott Eblin, The Next Level

The next article in this series (2/5) explores the first key transition: From Individual Contributor to Manager.

As an executive coach, I help leaders strengthen their leadership effectiveness and prepare for their next level. If this topic resonates, let’s start a conversation about what your next chapter might look like, contact me to explore this topic further.

What’s your next career level?

Defining Your Leadership Style: Leading with Clarity and Consistency (Leadership Brand Series 5/6)

When people think of your leadership, what comes to mind? Are you seen as collaborative and empowering? Visionary and bold? Or detail-driven and exacting? One of the most powerful elements of your leadership brand is your style - the way you show up, make decisions, and engage with others every day.

Leadership style is not about adopting the “right” model; it’s about knowing how you naturally lead, communicating that clearly, and flexing to meet the needs of your people and organization. As the Center for Creative Leadership notes, self-awareness around your style is essential - people cannot work effectively with you if they do not know what to expect. And as McKinsey’s research highlights, thriving organizations are led by executives who balance authenticity, adaptability, and empathy.

Why Defining and Sharing Your Style Matters

·       Builds Trust and Predictability. When people know how you operate, they can anticipate your reactions and approach you with confidence. Transparency builds psychological safety.

·       Helps Others Work Better with You. Sharing your style with your manager, peers, and team allows them to collaborate more effectively. It removes guesswork and reduces friction.

·       Aligns Brand and Behavior. When what you say about your style matches how you actually lead, people experience you as authentic. This strengthens your credibility and your brand.

Common Leadership Styles — In Practice

Psychologist Daniel Goleman identified six leadership styles rooted in emotional intelligence. Here are the ones most relevant for today’s leaders, reframed with modern examples:

1. Visionary Leadership (Authoritative).  Big-picture leaders set a compelling direction and inspire people to follow. They do not micromanage — they empower.  Satya Nadella at Microsoft modeled this by shifting the company toward cloud and AI while encouraging innovation across teams. Visionary leadership is especially powerful in times of change, when people need clarity and inspiration.

2. Relational Leadership (Affiliative).  Relational leaders put people first, building trust and creating a sense of belonging. Shantanu Narayen at Adobe emphasized empathy and connection as he guided the company’s transformation to a subscription model.  This style fosters loyalty but must be balanced with accountability to avoid avoiding hard conversations.

3. Collaborative Leadership (Democratic).  Collaborative leaders invite input and value diverse perspectives. Sundar Pichai at Google is known for encouraging open debate and careful listening before aligning the company around key decisions. This style drives innovation but can slow momentum if inclusivity outweighs decisiveness.

4. High-Performance Leadership (Pacesetting). These leaders set ambitious standards and model them daily. Elon Musk, for instance, embodies intensity and relentless drive, expecting teams to keep pace. This approach can yield breakthroughs but risks burnout if not tempered with support.

5. Coaching Leadership.  Coaching leaders focus on developing people for the long term. Mary Barra at GM demonstrates this by encouraging her teams to learn and adapt as the auto industry evolves. Coaching builds loyalty and capability, though it requires patience and commitment.

6. Situational Leadership. Situational leaders flex based on the readiness and skills of their people. A new hire may need structure, while an experienced employee thrives with autonomy.  Jeff Bezos shifted from hands-on in Amazon’s early years to empowering senior leaders as the company scaled.  The strength is adaptability; the risk is inconsistency if expectations are unclear.

7. Servant Leadership. Servant leaders prioritize the growth and well-being of others.  Satya Nadella, again, provides an example: by leading with empathy and humility, he rebuilt Microsoft’s culture while driving high performance. The upside is deep trust and engagement; the watch-out is balancing service with tough decision-making.

The strongest leaders do not stick to one style. They flex. They know when the moment calls for clarity and direction, when it requires empathy and support, and when it demands raising the bar.

Balancing Relationships and Results

A critical dimension of leadership style is balancing relationships with results. Focus only on results, and people may feel you don’t care. Focus only on relationships, and productivity suffers. As Maya Angelou said, “People don’t care how much you know until they know how much you care.”

Frameworks like The Leadership Circle show this balance clearly: leaders who lean too heavily into “task” can appear controlling, while those who over-index on harmony risk indecision. The most effective leaders flex between the two - driving outcomes while ensuring people feel valued.

From Espoused Style to Practiced Style

It’s not enough to label your style; what matters is how you live it. One executive I coached described her style as authentic, empathic, and collaborative. When a team member needed time off for an injury, she checked in personally, structured the leave, and created a plan to redistribute work — her actions matched her words.

Another client described her style as coaching and servant leadership, flexing between structure and autonomy based on team needs. A third leader defined her style as collaborative and connective, empowering her team to innovate while mentoring them consistently.

The common thread is that leaders didn’t just state their style; they practiced it in everyday behaviors.

How to Define and Share Your Leadership Style

• Reflect on How You Naturally Lead. What energizes you most: vision, relationships, or developing others?

• Ask for Feedback. Invite colleagues to describe how they experience your leadership. Look for patterns.

• Write Your Leadership Style Statement. Capture it in a few words (e.g., “I lead with vision, empathy, and a focus on results”).

• Communicate It. Share your style with your manager, peers, and team so they know what to expect.

• Practice and Flex. Show consistency in living your style, and adapt when the situation demands.

Your leadership style is not a box to fit into but a compass for how you show up.  Defining and sharing it creates clarity, builds trust, and strengthens your leadership brand.  But style isn’t static - it’s about practicing authenticity while flexing to meet the needs of your people and your business. The leaders who thrive today are those who know themselves, communicate openly, and adapt with intention.

Reflection Question.  How would you define your leadership style today, and how well are you living it in practice?  Comment and share below; we’d love to hear from you!

Quote of the Day: “The supreme quality of leadership is integrity.” – Dwight D. Eisenhower

The next blog in this series 6/6 will focus on building the brand of an executive leadership team.

As a leadership development and executive coach, I work with leaders to develop their leadership brand. Contact me to explore this topic further.

What’s your leadership style?

Managing Managers: The Leadership Leap Few Talk About (Leadership Series 7/7)

Moving from managing individual contributors to managing managers is one of the steepest transitions in leadership. Suddenly, you’re not only accountable for the work - you’re accountable for the people accountable for the work. It’s leverage at its highest form. And while it can be deeply rewarding, it’s also one of the most misunderstood and mishandled steps in a leader’s career.

Too many leaders assume that managing managers means more power or less hands-on work. In reality, it requires a mindset shift: from controlling outcomes yourself to creating the conditions where managers - and their teams -can thrive.

What Makes Managing Managers Different

When you manage individuals, your focus is clear: coach, guide, and evaluate their performance. When you manage managers, the game changes in three important ways:

1. You lose the illusion of control. You will not know every detail of what’s happening, and you shouldn’t. Your job shifts from direct oversight to trusting processes and relationships.

2. Your leverage multiplies. The ripple effect of your decisions continues to grow. How you guide managers shapes how they, in turn, guide dozens - sometimes hundreds - of others.

3. Relationships matter more than goals. Goals, metrics, and OKRs only work when the manager - employee relationship is strong. As Amy Gallo writes in Harvard Business Review, managers of managers must “pay attention not just to business outcomes, but to the quality of relationships their managers build.” Put simply: weak relationships undermine performance far faster than unclear goals ever will.

The Common Pitfalls 

·       Acting like a “super-manager.” Hovering over your managers and redoing their work.

·       Avoiding the role. Retreating into functional expertise because “managing managers” feels abstract.

·       Ignoring management as a skill. Hiring managers based only on technical success, not on their ability to build trust, hold accountability, and develop people.

·       Letting power concentrate. Allowing one manager to hold sole authority over promotions, hiring, or firing can erode fairness and trust.

What Great Managers of Managers Do:

Managing managers isn’t about having all the answers. It’s about shaping the ecosystem in which managers and teams can thrive. The best leaders consistently do five things:

1. Make Management Part of the Job. Be explicit: building strong relationships, holding one-on-ones, and coaching are not optional. They’re core responsibilities.

2. Set Clear, Transparent Goals. Tools like OKRs are powerful, but only if they’re built with managers, not for them. Research from Stanford professor Nick Bloom shows that goal-setting systems succeed when employees help create them — not when they’re imposed from the top. Co-creating goals builds ownership, alignment, and the commitment needed to deliver on them.

3. Build Systems, Not Bottlenecks. Ensure no manager has unilateral control over hiring, promotions, or pay. Systems should empower fairness and transparency.

4. Coach for Leverage. Help managers not just with their business goals but with their management practices. Ask: How are you building trust? How are you holding people accountable?

5. Model Feedback and Openness. Don’t just solicit feedback privately — show publicly how you respond to criticism. It sets the tone for how managers handle feedback with their teams.

A Mindset Shift for Leaders

Managing managers is less about control and more about influence. Less about doing and more about designing. Less about your personal expertise and more about creating conditions where others can do their best work.

It’s a paradox: you are responsible without always being in control. That can feel uncomfortable - but it’s also where leadership becomes its most powerful.

The quality of a company’s culture often rests on the quality of its middle managers. As a leader of managers, your job is to love them, support them, and set them up to succeed. Because when managers flourish, their teams flourish. And when their teams flourish, the business thrives.

Reflection Question: If you’re managing managers today, where do you spend more time - diving into details or developing the people leading those details? How might a shift in focus change your impact? Comment and share below, we would love to hear from you.

Quote of the Day: “Management is, above all, a practice where art, science, and craft meet.” – Henry Mintzberg

As a leadership development and executive coach, I work with leaders to sharpen their leadership skills and navigate tricky situations, contact me.

How do you manage managers?

The Dotted Line Dilemma: Leading Effectively in Matrix Organizations (Leadership Challenges 6/7)

The days of clear, siloed hierarchies are fading. In today’s complex business environment — where projects span geographies, products, and functions — leaders are increasingly working in matrixed organizations. In these structures, dotted line reporting has become common.

A dotted line reporting relationship means an employee has a primary manager (the solid line) and a secondary manager (the dotted line). The solid-line manager holds ultimate accountability, while the dotted-line manager influences goals, priorities, and performance. In theory, this structure fosters collaboration, agility, and cross-functional alignment. In practice, it often creates confusion, competing priorities, and blurred accountability.

For executive leaders, the dotted line is both an opportunity and a challenge. Done well, it accelerates collaboration and breaks down silos. Done poorly, it drains energy, slows decision-making, and leaves employees caught in the middle. I recently worked with a VP whose product managers each reported a solid line to her and a dotted line to regional sales leaders. The intent was to keep product and customer needs aligned, but instead, employees felt torn between short-term sales demands and long-term product strategy. With clear agreements on decision rights and regular triad check-ins, the team shifted from conflict and burnout to better trust and alignment — a reminder that the dotted line itself isn’t the issue, but how leaders manage it.

Benefits of Dotted Line Reporting

1. Stronger Collaboration Across Functions. When dotted lines work, they encourage knowledge-sharing and break down silos. Employees gain direct access to leaders in other functions, which strengthens alignment and helps them see how their work impacts the bigger picture. This model can support enterprise thinking — something matrix structures were designed to achieve.

2. Flexibility and Agility. A dotted-line manager can step in when the solid-line manager is unavailable or specialized expertise is required. This flexibility helps organizations move faster and make better decisions without being bottlenecked.

3. Broader Development for Employees. Employees exposed to multiple leaders receive a wider range of coaching, feedback, and perspectives. This can accelerate development — particularly in areas outside their functional “home base.”

Challenges Leaders Must Address:

1. Confusion and Competing Priorities. Employees often struggle to know whose requests take priority. Without clear agreements, they may waste time managing politics rather than the work.

2. Conflict Between Managers. If solid and dotted line managers aren’t aligned, employees can feel like they’re stuck between competing agendas. Research on matrix organizations (HBR, Problems of Matrix Organizations) shows that unresolved conflicts at the top cascade into stress and inefficiency at lower levels.

3. Accountability Gaps. When performance suffers, leaders sometimes point fingers rather than own responsibility. Without clarity, employees can feel unsupported and unsure of what success looks like.

Leadership Strategies for Success

1. Establish Crystal-Clear Roles and Responsibilities. Leaders must explicitly define what falls under the solid line versus the dotted line. Who owns performance reviews? Who sets priorities? Who provides coaching and feedback? Clarity removes guesswork and builds trust.

2. Align and Communicate Consistently. Managers in dotted line relationships must commit to regular alignment. Whether it’s a quick sync before big deadlines or monthly check-ins, the goal is to speak with “one voice” to employees. Mixed messages erode confidence and credibility.

3. Prioritize the Employee Experience. The burden of navigating dotted lines shouldn’t fall on employees. Leaders must proactively manage potential conflicts, provide guidance, and shield employees from being pulled in competing directions.

4. Build a Culture of Feedback and Transparency. Dotted line reporting works best in environments where open dialogue is encouraged. Continuous feedback — not just during formal reviews — ensures employees know how they’re doing and where to focus.

5. Use Check-ins as a Leadership Tool. Short, frequent check-ins across solid and dotted line managers help maintain alignment. They also give employees a chance to raise issues early, reducing the risk of burnout or disengagement.

Dotted line reporting is not a problem to be solved but a reality to be managed. In today’s matrixed organizations, the dotted line can either accelerate collaboration or create frustration. The difference lies in how leaders approach it. By setting clear roles, aligning consistently, and prioritizing the employee experience, executives can turn dotted-line reporting into a powerful tool for integration and growth. At its best, the dotted line isn’t a weakness in structure — it’s a bridge that connects functions, strengthens teams, and drives organizational success.

Quote of the Day: “Clarity affords focus” -Thomas Leonard

Reflection Question: How has dotted line reporting played out in your organization — as a bridge to collaboration or as a source of tension? Comment and share below; we’d love to hear from you!

The next blog in this series 7/7 will focus on managing managers.

As a leadership development and executive coach, I work with leaders to sharpen their leadership skills and navigate tricky situations, contact me

How do you lead your dotted line?

Leading Across Generations: The Myth and the Reality (Leadership Challenges Series 5/7)

Walk into any leadership meeting today and you’ll hear some version of this sigh: “Managing all these generations is exhausting.”  Leaders feel caught between digital-native Gen Zs, ambitious Millennials, pragmatic Gen Xers, and seasoned Boomers - each with their own communication quirks, career expectations, and Slack habits. It sounds like chaos. But much of the tension isn’t just generational — it’s contextual, cultural, and relational.

It may sometimes feel like you are leading five generations, but the truth is, you’re leading five sets of human experiences in different life stages.

Why It Feels So Hard

Researchers like Jean Twenge, author of Generations, argue that today’s workplace is more complex because the pace of change has never been faster. Technology, remote work, and shifting norms have widened the gap between how people enter and exit their careers. This means that leaders are managing vastly different starting lines.

Meanwhile, consultant Haydn Shaw, who coined the term “Generational IQ,” notes that misunderstandings across age groups often stem from differences in expectations rather than values. What one group calls “initiative,” another might label “impatience.”

Add hybrid work, social media influence, and cultural fragmentation - and suddenly “leading across generations” becomes a masterclass in empathy and flexibility.

The Research Reality Check

Organizational psychologist Adam Grant flips the script on generational divides. In his podcast episode “Generational Differences Are Vastly Exaggerated,” he reveals that most of what we call “generation gaps” are illusions. Every era has accused the next of being entitled, distracted, or morally adrift — a familiar cycle that says more about nostalgia than truth. When researchers compare people at the same age, the data tells a consistent story: loyalty levels have remained stable, ambition hasn’t wavered, and the values people hold most dear — meaningful work, respect, growth, and balance — have barely changed. What has changed is context, not character. Younger workers are navigating new economic realities, cultural expectations, and technological landscapes. Their choices reflect their circumstances, not their chromosomes. 

Where Leaders Get Stuck

The real challenge for today’s leaders isn’t managing generational differences — it’s managing perception. What often looks like a “generation gap” is really a clash over clout: who gets heard, whose expertise counts, and who defines what hard work looks like. Younger professionals push for innovation and inclusion, while seasoned ones protect standards and hard-earned credibility. Both perspectives are valid — and both sides often feel undervalued. The leader’s job is to bridge that divide, translating ambition into alignment.

How to Lead Across Generations (and Beyond Them)

1. Normalize, Don’t Stereotype.  Avoid labeling behaviors as “Gen Z” or “Boomer.” Instead, describe them as preferences. “You prefer direct verbal feedback; I tend to process in writing better. How can we meet in the middle?” Normalizing difference removes judgment.

2. Focus on Shared Purpose.  Research by Megan Gerhardt, author of Gentelligence, shows that when teams define a unifying goal and respect each generation’s expertise, performance improves. Shared purpose turns “us vs. them” into “we.”

3. Design for Flexibility, Not Uniformity.  People at different life stages value autonomy differently. A parent managing childcare may need flexibility; a new graduate may crave in-person mentorship. Treat flexibility as equity, not an exception.

4. Make Curiosity a Leadership Habit. Ask: What do you value most right now? How do you like to communicate? What helps you do your best work?  Curiosity dismantles assumptions faster than any training manual.

The Big Reframe: It’s About Life Stage, Not Birth Year

A 28-year-old single engineer and a 55-year-old caring for aging parents may seem worlds apart — but both want respect, meaningful work, and leaders they can trust. Their expressions differ, but their essence is shared.

When leaders shift from “How do I manage each generation?” to “How do I meet people where they are?”, the noise quiets — and collaboration grows.

Generational differences make for great headlines but poor leadership.  The best leaders do not lead generations — they lead humans in context.  They listen across experience, build bridges between ambition and wisdom, and create workplaces where every generation feels valued — and valuable.

Reflection Question: Where might you be interrupting a difference in experience or power as a difference in generation?  Comment and share below; we’d love to hear from you.

Quote of the day: “Others judge us by what we’ve done; we judge ourselves by what we feel capable of doing.” — Longfellow

The next blog in this series 6/7 will focus on another leadership challenge – leading dotted line employees.

As a leadership development and executive coach, I work with leaders to sharpen their leadership skills and navigate tricky situations, contact me

How do you lead multiple generations in the workplace?

Managing Employees Nearing Retirement (Leadership Challenges Series 4/7)

One of the most delicate leadership challenges executives face is managing employees nearing retirement. Unlike early-career professionals eager to grow or mid-career leaders striving for advancement, soon-to-retire employees may be in a very different mindset — one that prioritizes stability, familiarity, and winding down over growth, innovation, and risk-taking.

This stage can provide substantial value, as these employees often possess decades of institutional knowledge, strong relationships, and a long history with the company. But it can also present challenges when motivation, adaptability, or team alignment begin to wane. Organizational psychologist Daniel Levinson once described career life stages as “seasons,” each with its own developmental tasks. For leaders, navigating the “retirement season” with both respect and strategic foresight is critical for team health and company continuity.

 Common Challenges of Managing Soon-to-Retire Employees

1. Declining Engagement.  Some employees begin to mentally “check out” once they know retirement is near. They may resist learning new skills, avoid stretch assignments, or simply do the bare minimum. This can frustrate colleagues who feel they are carrying a disproportionate share of the workload.

 2. Fixed Mindsets and Outdated Approaches.  After decades of doing things a certain way, some employees may resist change. Carol Dweck’s work on growth vs. fixed mindsets underscores how damaging this can be to team progress. When a veteran leader refuses to adapt, it not only stalls innovation but can also discourage younger employees who crave guidance and support.

3. Negative Energy on Teams. Sometimes, the frustration of being “almost out the door” manifests as cynicism or dismissiveness. A skeptical, resistant attitude can undermine morale and stifle creativity, especially when an employee feels untouchable due to tenure or loyalty.

 Organizational Dilemmas

1. Loyalty and Legacy.  Long-serving employees often hold a special place in the organization’s story. Leaders may hesitate to confront underperformance because of past contributions or out of respect for years of service.

2. Team Morale. Even if performance has declined, many soon-to-retire employees are well regarded. Handling their transition poorly can harm morale and signal to others that the company does not value its employees.

3. Institutional Knowledge.  In some cases, retirees hold critical knowledge that has not been documented or shared. This creates a “single point of failure” for the organization. Harvard Business Review notes that knowledge transfer during retirements is one of the most overlooked succession risks companies face.

 Leadership Strategies to Manage This Transition

1. Set Clear Expectations and Address Performance. Respect does not mean avoidance. Leaders should continue to set expectations and hold soon-to-retire employees accountable. Frame it as ensuring that the legacy of their work endures within the team. Choose your battles wisely, focusing on issues that impact culture, client outcomes, or team cohesion

2. Redefine Their Role for Maximum Value. If motivation for new projects has waned, consider narrowing their scope to focus on what they do best. Moving them from management into an individual contributor or mentor role can enable them to add value without adversely affecting others. Taking time to understand their motivations at this stage can help you approach them more effectively.

 3. Leverage Knowledge Transfer.  Position them as mentors or “knowledge stewards.” Encourage them to document processes, coach rising leaders, or conduct training sessions. This not only preserves institutional wisdom but also allows them to leave a legacy.

 4. Explore Internal Transitions. Sometimes, moving the person to a team or function that better aligns with their strengths can be beneficial. A lower-visibility role may help them finish their career with dignity while minimizing team disruption.

 5. Plan for Graceful Exits. If performance issues outweigh contributions, it may be time to guide them toward a positive exit. Providing a strong retirement package and celebrating their contributions can soften the transition and signal that the company honors its people.

 6. Build for the Long Term. Succession planning is the real antidote. Ensure no single person holds irreplaceable knowledge or critical relationships. Developing future leaders and creating systems for knowledge capture protects both the company and the individual.

 Managing employees nearing retirement requires leaders to balance respect with accountability, empathy with decisiveness, and legacy with progress. When approached thoughtfully, these transitions can preserve institutional knowledge, strengthen culture, and honor contributions while ensuring the organization is prepared for the future.

 Quote of the Day: “What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.” -Attributed to Pericles, Athenian Statesman

 Reflection Question: How has your organization successfully navigated the retirement of key employees? What strategies worked best to balance respect, performance, and continuity?  Comment and share below; we’d love to hear from you!

The next blog in this series 5/7 will focus on another leadership challenge – leading dotted line employees.

 As a leadership development and executive coach, I work with leaders to sharpen their leadership skills and navigate tricky situations like these. Contact me to explore this topic further.

How do you lead the almost retired?

From Strategy to Action: How to Write a Strategic Plan (Strategy Series 4/4)

From Strategy to Action: How to Write a Strategic Plan (Strategy Series 4/4)

We’ve explored what strategy is, how to think strategically, and how to make time for it. Now comes the most critical part — turning insights into reality.  A strategic plan is your roadmap for your vision; it’s where bold ideas meet disciplined execution. Without it, even the best strategy remains a wish.

 Why Strategic Planning Matters

Strategic planning is not a corporate ritual or a PowerPoint exercise. It’s a process of alignment — connecting purpose, priorities, and people so everyone pulls in the same direction. Think of it as the leadership equivalent of going from “Why” to “What” to “How.”

·      Why clarifies your purpose and vision.

·      What defines your focus areas and success metrics.

·      How outlines the actions, timelines, and resources needed to get there.

 As Peter Drucker once said, “Plans are only good intentions unless they immediately degenerate into hard work.”  Strategic planning is that hard work – and it’s worth doing well because it’s where real leaders shine.

 Let’s explore an 8-step process:

 Step 1: Start with Purpose and Vision 

Every effective plan begins with a purpose that gives meaning; the why that inspires action. For example, a Chief Human Resources Officer (CHRO) might define their purpose as:

·       “To enable the organization to attract, develop, and retain exceptional talent that drives sustainable growth, innovation, and belonging.”  That purpose connects business performance with human potential. 

 Next comes the vision — a vivid picture of success in three years: 

·       “A high-performing, values-driven culture where people thrive, leaders grow, and the business excels.”

 When purpose and vision are compelling, they anchor every subsequent decision.

 Step 2: Assess Where You Are. 

Before deciding where to go, leaders must confront the current reality.  Use a SWOT (Strengths, Weaknesses, Opportunities, Threats) or SOAR (Strengths, Opportunities, Aspirations, Results) analysis to anchor the conversation.  For our CHRO example:

·      Strength: Strong employer brand in key markets

·      Weakness: Inconsistent manager capability across regions

·      Opportunity: Use AI for predictive talent insights

·      Threat: Tight labor market for niche skills

 This simple assessment builds credibility, exposes blind spots, and aligns the team around the real starting point.

 Step 3: Define Strategic Priorities. 

Strategy is about focus, not everything. Choose three to five priorities that will most advance your vision.  For a CHRO, these might be:

·      Build a future-ready workforce

·      Elevate the employee experience

·      Strengthen culture and belonging

·      Modernize HR systems and analytics

·      Strengthen HR partnership and credibility

 Each priority represents a chapter in HR’s evolution — from a support function to a strategic driver of organizational success and a true force multiplier for the business.

 Step 4: Set Goals for Two Horizons. 

Great leaders think in dual horizons, balancing near-term execution with long-term transformation.  Example:

·      Focus for 1-year execution plan: Build foundation. Example: Launch leadership programs, integrate HR data, establish belonging index

·      Focus for 3-year strategic roadmap: Achieve transformation. Example 80% of key roles filled internally, engagement +8 pts, HR recognized as a strategic partner

 This dual approach ensures quick wins while keeping an eye on the long horizon — a practice that separates operators from true strategists.  If your strategy can be achieved in less than three years, it may not be ambitious enough to be truly transformative. The most meaningful strategies stretch your organization’s capacity — requiring time, focus, and sustained commitment. A strong plan typically aims for significant headway in the first year (around 50%), not slow, even progress. Momentum builds confidence; inertia erodes it. If the first year ends without meaningful traction, it’s worth re-evaluating — either double down and renew effort or refine the goal entirely. Strategy is only as powerful as the discipline and intensity behind it.

 Step 5: Create Measurable Goals & Initiatives.

Once you’ve defined your strategic priorities, it’s time to translate each one into concrete goals that move the organization forward. A great plan doesn’t just list ambitions—it names the specific results you’re working toward, how you’ll get there, how success will be measured, and who will make it happen.

For each priority, define:

·       Objective: What success looks like

·       Initiatives (3-5): How you’ll get there; the levers you’ll pull

·       Metrics: How you’ll measure progress; both leading and lagging indicators

·       Ownership: Who’s accountable, and who are named collaborators

·       Timeline: Q1-Q4 gates; annual checkpoint.

 For example, under Elevate the Employee Experience, the objective might be to build a cohesive, inclusive, and engaging employee journey. The initiatives could include redesigning onboarding and performance systems and launching quarterly pulse surveys to capture feedback. Metrics such as onboarding satisfaction above 90% and engagement scores increasing by 8 points make progress tangible.

 When metrics connect to meaning, people rally behind them – because they can see, feel, and measure their impact.  A good strategic plan pairs clarity with intensity. Each initiative should stretch the organization just beyond its comfort zone — enough to build capability and confidence. The work should feel both achievable and catalytic, driving visible transformation, not incremental change.

 Step 6: Align People and Resources

Even the best strategy will falter without alignment. Assign ownership for every initiative, clarify resources, and surface potential barriers early. The CHRO might partner with Finance on workforce planning, Technology on HR data systems, and Communications on storytelling and change management.

 Strategic plans succeed when everyone sees themselves in the story — when it’s clear who’s driving, who’s supporting, and how success will be shared.

 Step 7: Build Reflection and Adaptation into the Process

A strong plan isn’t static; it evolves. Conduct quarterly reviews to check progress and annual refreshes to recalibrate direction. Ask:

·      What’s working and what’s not?

·      What’s changed in our business environment?

·      What must we start, stop, or continue?

As Intel’s Andy Grove said, “Bad companies are destroyed by crisis, good companies survive them, great companies are improved by them.” Strategic plans that breathe — learning and adapting — are the ones that endure.

 Step 8: Tell the Strategic Story

Once your plan is written, don’t shelve it — share it.  Leaders who communicate strategy clearly build alignment, trust, and momentum.

 Your plan should read like a story:

·      Here’s where we are.

·      Here’s where we’re going.

·      Here’s what success will look like when we get there — together.

 For our CHRO, that narrative might sound like this: Our people strategy is our business strategy. We’re investing in leadership, inclusion, and technology to ensure our workforce is ready for today and resilient for tomorrow.

 Strategy without execution is hope; execution without intensity is motion. The best leaders drive both — clarity of purpose and urgency of action.

Quote of the Day. “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry

Reflection Question.  What’s one strategic priority you could clarify today — and what small step would make it real within the next 90 days? Comment and share below; we’d love to hear from you.

 As a Leadership Coach, I partner with executives to translate vision into strategy and strategy into results. Contact me if you would like to connect.

How do you strategically plan?

Elevating Your Voice in Executive Meetings (New Executive Series 2/4)

One of the most common traps new executives fall into isn't saying the wrong thing — it's saying nothing at all.

For many new executives, speaking up in high-stakes meetings, especially with more senior or influential audiences, can feel daunting. The fear of saying the wrong thing, being judged, overshadowing others, or disrupting the established dynamic often holds people back. Yet holding back can carry its own cost. It can limit your visibility, dilute your influence, signal to the room that you either don’t have a perspective - or don’t trust yourself enough to share it, and cause you to miss critical opportunities to contribute meaningfully and shape the conversation. Your voice is not optional. It’s part of the job.

Let’s explore barriers to speaking up and actionable strategies to overcome these challenges.

1. Introverted Style.  Introverts often prefer to observe and process information before sharing their thoughts. While this approach can bring valuable insights, waiting too long might mean missing the window to share altogether, especially in fast-paced discussions.

Strategies to Overcome:

• Prep with Purpose: Take time before the meeting to think through the purpose, key outcomes, and crucial decisions. Drafting talking points, including pros, cons, and recommendations, to clarify your perspective in advance and anticipate any potential concerns.

• Leverage Timing: Aim to contribute earlier in the meeting when ideas are still forming, even if it’s to ask a clarifying question. This signals engagement and builds momentum for your voice.

2. Fear of Looking Foolish.  The inner critic pipes up: What if I say something wrong? What if I don’t sound like I belong in this room? What if what I say doesn’t resonate? This fear keeps many smart, capable leaders from contributing.

Strategies to Overcome:

• Shift from Fear to Possibility: Thought leader Susan Jeffers, in Feel the Fear and Do It Anyway, advises reframing discomfort as a doorway to growth. Speaking up opens new opportunities silence never will.

• Own Imperfection: Brené Brown’s research highlights that vulnerability is a strength. Even if your idea is not perfect, contributing shows courage and commitment to the team.

3. Everything Has Been Said.  When others seem to cover the key points, it may feel unnecessary—or even self-indulgent—to add your voice. However, your unique lens remains valuable.

Strategies to Overcome:

• Shape the Flow: According to Adam Grant in Think Again, contributing early not only increases your visibility but also gives you the chance to influence the conversation.

• Enrich the Dialogue through Questions: If your key points have been addressed, ask a thoughtful question that deepens the discussion or offers a new angle. Questions demonstrate active listening and intellectual curiosity.

4. Deference to Experienced Leaders. Being new or less experienced can spark self-doubt when surrounded by seasoned executives. But your fresh perspective is an asset, not a liability.

Strategies to Overcome:

• Leverage Newcomer Insight: As Harvard Business School’s Frances Frei and Anne Morriss explain in Unleashed, newcomers often bring fresh perspectives unclouded by legacy thinking. Use this to your advantage.

• Frame Your Voice:  Use language like “From a different angle…” or “Building on what’s already been shared…” to position your input as additive rather than disruptive, reinforcing collaboration while contributing your unique insight.

5. Nerves and Overthinking.  Anxiety can lead to second-guessing, or, once you start talking, rambling. Neither helps your message land with clarity.

Strategies to Overcome:

• Practice Conciseness: Jot down key points in bullet form before you speak to stay focused. Aim for clarity and brevity.

• Breathe and Pause: Slow, deep breaths and deliberate pacing can help calm nerves and ensure your message lands effectively.

When You Do Speak: Add Value with Intention

When you do contribute, focus on adding value to the conversation. Here are four powerful ways to do so:

1. Share an Informed Perspective

• Align with Business Priorities: Highlight how your points connect to both short-term and long-term business goals.

• Take a Systems View: Discuss how ideas impact other departments, stakeholders, or the broader organization.

• Offer Industry Comparisons: Share insights from within or outside your industry to provide context and innovative solutions.

2. Ask Strategic Questions.  Questions can:

• Clarify others’ thinking.

• Identify hidden challenges or opportunities.

• Guide the conversation toward actionable outcomes.

3. Take a Facilitator Role.  If the conversation becomes chaotic or stuck:

• Summarize key points: “Here’s what I’m hearing…”

• Propose structure: “Should we park this item and revisit it later so we can cover the rest of the agenda?”

• Propose action: “What feels most important to move forward, and who will take the lead?”

4. Champion Others. Acknowledging and building on others’ ideas fosters collaboration and trust. For example: “I really appreciate Jim’s idea because it prioritizes our stakeholders in innovative ways.”

·       Amplify Contributions: Echo and expand on valuable ideas by connecting them to broader goals or providing additional context.

·       Recognize Effort: Highlight when someone’s contribution moves the conversation forward. For example, “Susan’s suggestion provides a clear path for addressing this challenge effectively.”

Silence might feel safe in the moment, but it’s a missed opportunity to build your reputation, influence decisions, and create meaningful connections with colleagues. By preparing, practicing, and shifting your mindset, you can make your voice heard and elevate your presence in executive meetings.  Your voice is your power—use it to lead with confidence.

Quote of the day: "Speak Your Mind, Even If Your Voice Shakes.” – Maggie Kuhn

Question of the day. What steps can you take to reframe fear of speaking up as an opportunity for growth and connection? Comment and share below; we’d love to hear from you!

The next blog in this series 3/4 will focus on the importance of roadshows to make your team’s work more visible.

As a leadership development and executive coach, I work with new executives to sharpen their leadership skills contact me to explore this topic further.

How do you add value in meetings?

Set Up Stakeholder Meetings for Better Working Relationships (New Executive Series 1/4)

When new executives join a company, one of the most effective strategies for success is establishing strong relationships with key stakeholders. These meetings not only help in understanding the organizational culture and priorities but also lay the groundwork for collaboration and influence. Building these connections early can significantly impact how work gets done and set the tone for long-term success. However, many people hesitate to initiate stakeholder meetings due to common obstacles.

Common Obstacles Holding People Back

1. "Other people are too busy."  It’s easy to assume that others are too busy to meet with you. While it’s true that people have demanding schedules, this should not discourage you from asking. As Adam Grant, organizational psychologist and author of Give and Take, emphasizes, “The most generous people don’t hoard their time - they share it with others to build meaningful connections.” If someone is busy, ask for a time that works better or follow up later. Polite persistence often pays off.

2. "They are more senior to me."  Many individuals fear reaching out to more senior colleagues, assuming they won’t be interested. Contrary to this belief, senior leaders often value these conversations. Executive coach Marshall Goldsmith, author of What Got You Here Won’t Get You There, highlights that leaders appreciate opportunities to mentor and gain fresh perspectives. These meetings enable them to share their expertise while learning about the challenges faced by newer team members.

3. "They are not interested in relationship-building."  It’s easy to misjudge someone’s willingness to connect. As Brené Brown, researcher and author of Dare to Lead, reminds us, “Connection is what gives purpose and meaning to our lives.” Often, people are more open to connection than we expect. One of my clients shared how, after taking the initiative to meet with colleagues, she found them not only receptive but grateful for the opportunity to engage.

How to Structure Stakeholder Meetings

A well-structured stakeholder meeting is crucial for maximizing the time you spend together. Here’s a simple framework:

1. Start with rapport.  Begin with small talk to establish common ground. Share a bit about yourself and ask about their journey. Learning about their career trajectory, challenges, and proudest achievements creates a natural connection. Prepare a concise elevator pitch that highlights who you are and your goals within the company.

2. Understand their work and priorities.  Ask open-ended questions to uncover what their team is working on, their top priorities, and their vision. Understand what they’re proud of and where they see opportunities for growth. Sharing insights about your own team’s goals fosters mutual understanding.

3. Seek collaboration opportunities.  As Stephen Covey, author of the 7 Habits of Highly Effective People, advises, “Seek first to understand, then to be understood.” Look for synergies where your teams can collaborate, creating value for the organization while strengthening relationships.

The Benefits of Regular Stakeholder Meetings

1. Stronger relationships.  By meeting regularly, you foster trust and rapport, which in turn leads to improved communication and collaboration. Harvard Business School professor Amy Edmondson, known for her work on psychological safety, notes that strong relationships foster environments where people feel safe sharing ideas and taking risks.

2. Increased visibility.  Sharing your team’s work ensures others know what you’re contributing to the organization. This visibility can enhance your reputation, especially during calibration or promotion discussions. As Herminia Ibarra, author of Act Like a Leader, Think Like a Leader, advises, “Visibility is about more than being seen; it’s about being known for the value you bring.”

3. Opportunities for mentorship and sponsorship.  Stakeholder meetings often lead to relationships with mentors and sponsors who can advocate for you, offer career guidance, and open doors to new opportunities. Research by Sylvia Ann Hewlett, author of Forget a Mentor, Find a Sponsor, reveals that sponsors are pivotal in advancing careers, especially for underrepresented groups.

Stakeholder meetings are not just about ticking a box - they’re about creating meaningful connections that drive mutual success. By overcoming hesitations, structuring conversations effectively, and prioritizing these meetings, you can enhance relationships, increase visibility, and uncover invaluable opportunities for growth. As Dale Carnegie famously said, “You can make more friends in two months by becoming interested in other people than you can in two years by trying to get other people interested in you.” Take the first step today - schedule a stakeholder meeting and watch your professional relationships flourish.

Quote of the day: "Success in business is all about making connections." – Richard Branson

Question of the day. What steps have you taken to initiate a meaningful connection with a key stakeholder or peer? Comment and share below; we’d love to hear from you! 

The next blog in this series 2/4 will focus on being visible in meetings. 

As a leadership development and executive coach, I work with new executives to sharpen their leadership and networking skills contact me to explore this topic further.

How do you like to connect with others?

The Power of Vision in Leadership (Leadership Brand Series 3/6)

Purpose defines why you do what you do, but vision clarifies where you’re going.  A powerful vision gives direction, solves problems, and inspires people to rally behind you. It’s the picture of the future you want to create—one that is bold, exciting, and serves as a roadmap for the next two to five years and beyond. In leadership, a clear and compelling vision isn’t just about achieving goals; it’s about sparking possibilities and inspiring those around you to move forward with purpose.

What Makes a Vision Compelling?  Here are a few characteristics:

1. Clear and Concise.  Like Disney’s “to make people happy” or Instagram’s “capture and share the world’s moments,” a vision statement should be simple and memorable. If it’s strong, you should be able to ask five people about it, and each of them will repeat it back to you with ease.

2. Bold and Inspiring.  Vision statements should create excitement about the future. Take Patagonia's mission "to save our home planet."   This powerful statement goes beyond selling apparel, reflecting a commitment to environmental stewardship and inspiring employees and customers to join in a meaningful cause.

3. Focused on Positive Impact.  Vision is most powerful when it addresses the intangible values people care about, such as building community, creating a sustainable planet, or fostering innovation. It should make a difference not only for the leader or the organization but also for the broader community.

Developing Your Personal and Professional Vision

Vision setting begins with clarity around your own aspirations. Here’s how you can build a vision that aligns with both personal fulfillment and professional growth:

1. Imagine Where You Want to Be in 2-5 Years.  Ask yourself: Where do you see yourself personally and professionally in the next few years?  If you could wave a magic wand and achieve everything you wanted, how would your career, relationships, and personal life look? These questions help to create a vision that is future-focused and inspiring.

2. Focus on Impact and Contribution.  A strong vision centers on more than personal success; it focuses on positive impact. Consider how your vision could contribute to others—whether it’s building a team known for innovation, creating a product that changes lives, or setting an example of authentic leadership. 

3. Craft a Vision Statement.  Once you’ve identified where you want to go and how you want to make an impact, write a clear and concise statement that reflects this. It should be short enough to remember but powerful enough to guide decisions. For instance, a personal vision might be: “To lead by example, fostering a culture of growth, empathy, and excellence in everything I do.”

4. Revisit and Refine Your Vision Regularly.  Vision isn’t static; it can and should evolve as you grow and adapt to new experiences. Revisit your vision periodically to ensure it still aligns with your purpose and goals and adjust as needed.

Building a Team Vision

In addition to personal and professional vision, effective leaders need a team vision. A team vision aligns everyone toward a common future, uniting diverse goals and creating a shared sense of purpose. Here’s how to create a vision that resonates:

1. Identify the Team’s Unique Purpose.  Think about what makes your team unique. What problems are you uniquely positioned to solve? Consider how your team’s contributions can add value to the larger organization and positively impact those you serve. 

2. Envision the Ideal Future State. If everything went perfectly for your team over the next two to three years, what would be different? Imagine how you’d want others to describe your team’s reputation. For example, “To be known as the go-to team for innovative solutions that drive customer success.”

3. Involve Your Team in the Vision-Setting Process.  A vision that is created in isolation may not resonate. Engage your team members by asking for their ideas and feedback. When they contribute to the vision, they’re more likely to be excited about and committed to it.

4. Communicate the Vision Regularly.  An inspiring vision needs to be shared, often and enthusiastically. Talk about it in team meetings, one-on-one check-ins, and even casual conversations. This keeps it top-of-mind and demonstrates your commitment. Repetition helps ensure everyone is aligned and energized around a common goal.

Vision as a Guiding Light for Strategy and Decision-Making

A vision statement serves as a guiding light for all strategic planning and decision-making. Once your vision is set, you can use it as a framework for prioritizing responsibilities, setting objectives, and focusing efforts. Leaders often face competing demands and limited resources, so a strong vision helps filter what’s essential from what’s merely urgent.

1. Use Vision as a Lens for Strategic Decisions. When making strategic choices, refer to your vision. Ask yourself if the decision aligns with the future state you’ve outlined. If not, it might be a sign to reassess your options.

2. Align Goals with Vision through OKRs.  Objectives and Key Results (OKRs) are an effective way to ensure that team and individual goals are moving toward the vision. When goals and objectives align with the vision, each person’s work contributes meaningfully to the bigger picture.

3. Balance Short- and Long-Term Priorities.  Vision requires balancing immediate tasks with long-term goals. While it’s essential to achieve short-term objectives, keep your vision in mind to ensure these tasks build toward your desired future. This long-term perspective can prevent getting sidetracked by day-to-day demands.

A clear and compelling vision for yourself, your profession, and your team can elevate your leadership, providing direction and uniting everyone around shared aspirations. Whether you’re crafting a personal vision for growth, setting a professional vision for impact, or creating a team vision for innovation, remember that vision is a guiding light. When you articulate it well, it inspires, energizes, and brings people along on the journey.

Reflection Question: What is your vision for the next few years, and how will it inspire positive change and impact in those around you?  Comment and share below; we’d love to hear from you! 

Quote of the day:  "The only thing worse than being blind is having sight but no vision." — Helen Keller 

The next blog in this series 4/6 will focus on defining success. 

As a leadership development and executive coach, I work with leaders to develop their leadership brand, contact me to explore this topic further.

What’s Your Vision?

Your Leadership Style of Managing Up Matters (Manage Up Series 5/6)

Many things may be out of your control when managing up, but what is in your purview is the type of leader you want to be while aiming to make positive changes. In the book, Influence Without Authority, Dan Olsen talks about when communicating up, success depends on 60% substance and 40% style, so controlling your content and delivery will go a long way to achieving your outcome.

Here are some aspects to think about to manage up successfully:

1. Focus on what you can influence, and accept what you can’t.  It can be helpful to accept that sometimes we cannot change senior leadership, we can only change our behavior and be the leaders we wish we had.  Embrace the practices that you espouse.  For example, if you feel like your manager’s team purpose is non-existent and already pointed out that observation, you can offer your interpretation of the team’s purpose and operate on that view until otherwise told. 

2. Acknowledge their authority.  Ultimately, the person in power will probably make the final decision, so recognize that. You might say, “I know you’ll make the call here, would you be open to hearing some of my thoughts?”  This approach can show respect and offer a reminder of the choices available.  

3. Avoid judgments, share facts. When you express concerns, stay away from judgmental words such as “short-sighted” or “hasty” that might set off your manager and has the potential to be taken personally.  Sharing facts and examples will help you make your case much better.  For example, instead of saying, “I think that first-quarter deadline is naïve,” you can say, “We’ve tried four projects like this in the past, and we were able to do two in a similar time, but those were special circumstances.  What has changed or needs to change to deliver this work in the same time period?” You can call attention to the reality of the situation and be future-focused in thinking through how we can make this happen.

 4. Share disagreements humbly.  Even though your opinion might be well-informed and well-researched, it is still an opinion so talk tentatively where you leave room for the other person to weigh in.  Instead of saying “If we set an end-of-quarter deadline, we’ll never make it,” you might offer, “In my opinion, based on where we are now, I do not see how we will make that deadline.” You can also use phrases like, “I’m thinking aloud here.” This will leave room for dialogue, and it shows your curiosity about other perspectives.   You can even ask for permission to share your disagreements.  “I know we seem to be moving toward a first-quarter commitment here, I have reasons to think that it will not work. I’d like to lay out my reasoning.  Would that be OK?”  This gives the person choices and allows them to opt out.  You can further invite them to respond by asking them, “what might be missing from this assessment?”

5. Approach with inquiry.  If your manager has made a decision that has impacted your work, you can lead with open-ended questions such as, “I would love to understand the rationale for this decision, can you tell me what went into this?  Assumptions are counterproductive, share your thinking and genuinely seek to understand their perspective and what they are trying to get done.  It is helpful to assume positive intent because you only see one piece of the picture, meanwhile they have a more expansive view based on their leadership team meetings and discussions on what is coming down the pike.  They could also have stressors that you do not see or fully understand based on where you sit in the company.  

6. Pick your battles.  If it comes to stylistic differences, give your boss what they want.  If they prefer PowerPoint, but you prefer google slides, instead of spending energy arguing on small things, defer to their preferences.  Strive to win the big ones and not waste energy and psychological capital on the more minor points.

7. View your boss as your customer.  You may feel frustrated that you cannot get your job done because you are working on your boss’ items.  It is good to check in with yourself because your priority is your boss.’  How would your mindset be different if you saw your boss as your customer and you were working on satisfying their plans? 

8. Ask for their advice.  If you have determined that your boss has a “closed mind” about something, you can signal your openness by asking for their advice.  Adam Grant offers this example. “Let’s say you want your leader to take mental health seriously, you can use this phrasing, ‘I heard from many people that they are struggling with mental health, which can affect their well-being and I know you care about building a community here.  I want people to feel that they are cared about so I’m trying to think about how to do a better job supporting people, I’m not sure what to do next, but I know you are brilliant at getting things done and driving change.  Would you be willing to help with these cultural changes?’”  People like to feel included and genuine flattery can go a long way.  Plus, it is less threatening when you approach your comments not trying to make the person wrong and show that you have a superior way but are open to learning from the leader or co-creating something better together. You come across as an advocate and not an adversary.

Managing up involves both art and science to be successful.  You want to have the right content to share, as well as an effective delivery.  Using facts and inquiry, approaching disagreements humbly, and seeking true partnership can get you off to a great start.

Quote of the day: “One of the best ways to influence people is to make them feel important. Most people enjoy those rare moments when others make them feel important.  It is one of the deepest human desires.” -Roy T. Bennett.

Q:  What style do others use to manage up that you see as most effective?  Which is the least effective?  Comment and share below; we would love to hear from you!

[The next blog in this series 6/6 will focus on pitfalls to avoid when managing up]

As a leadership development and executive coach, I work with people to sharpen their managing up skills, contact me to explore this topic further.

What is your leadership style when managing up?

Common Scenarios Where Managing Up Is Needed (Manage Up Series 4/6 )

In the last article, we covered managing up to pitch a project.  This blog will focus on many other situations where managing up can come in handy.

Let’s jump into a few common scenarios and approaches for managing up:

1. If you receive additional work unaligned with the priorities.  If you have been given an assignment that you cannot see the value in or the connection to the bigger strategic vision, you can ask questions to get clarity.  How do you see this new idea fitting in with our current goals?  If we take on this new initiative, our capacity will be reduced, we may need to drop or delay another, in that case; which one would you be willing to deprioritize?  Depending on your boss’ style, if you think it is overloading to have them select from open-ended options, you can suggest one to deprioritize to make it easier.  If you prefer to delay, you can say, “Is this idea something we need to implement now, or could it be considered for the next quarter/year?  By laying out how pursuing a new idea will impact other priorities, you can help your boss assess what makes the most sense from a strategic perspective.

2. If you receive vague work.  You can take steps to elicit more thoughtful contributions by asking questions to prompt more critical thinking.  Tell me how you see that working?  What would you like the outcomes to be so we can get the best results possible?  What does success look like?  Are there examples of things you have seen that you like and want to include?  These prompts encourage the leader to expand on their ideas to add more definition to make your work easier.

3. If you disagree with your boss on a topic.  You can be forward-thinking and ask, how would you prefer me to handle this the next time this comes up?  If no answer is provided, you can offer your thought process of how you would handle it and invite your boss to comment on your plan so you can test to see that you are on the same wavelength and make the necessary adjustments. This way, you can create predictable and effective ways of working.

4. If your manager is acting as a bottleneck to your work.   If your work process is slowed because you are waiting on your boss’ approval for the next project, you can say, “I know hitting the deadline on this project is a priority for you, in order not to delay the release of this work, here are the two things I would need from you by this date.  Do you see any obstacles with that timeline?”  Let me know how I can make any adjustments to keep us on track with achieving this priority. 

5. If your manager is doing things that hurt their reputation.  You can say, “I don’t know if you’re intending to come off like this, but here’s how you’re being perceived, I have some thoughts on how I can help with that if you are interested.”  Most leaders want to hear this news especially if it is broached in a respectful and trusting manner.

6. If you suspect incompetence.  Try and diagnose the issue and figure out exactly how the incompetence shows up.  Do they lack experience?  Do they have poor emotional intelligence?  Is their decision-making shaky?  Do they not hold people accountable?  Is it incompetence or just a different approach?  If you can pinpoint and categorize the problem, you and your team can create targeted strategies to address the deficiency and better manage up. 

7. If your manager is micromanaging.  Learn to see if it is just happening with you or is common with other members.  Suppose it is prevalent and causing delays in getting the work done and negatively impacting the organization.  In that case, it is worth speaking up to make changes at a more systematic level rather than changing the style with just you.  You can share your understanding of the expectations and see if they are on the same page this way you can focus more on the outcomes rather than the activities and methods used to achieve those results.

8. If your role is ambiguous.  Be proactive.  Many Directs want their boss to define their job for them, but you are missing out on the opportunity to craft your job.  If you have the chance to create your scope and how it advances the mission and purpose, lay the first stake, and then ask what they would add.  You can say, “Here is what I think success looks like, what is your version, and what would you contribute”?  Here are the skillsets and capabilities I am honing for this job and my development plan, what else should I consider if my goal is to get to the Director level so I can set more of the creative strategic direction? Communicate what you need to be successful in terms of timely information, access, guidance, and resources.  You can use “If-Then Statements,” If I am going to do this, then I need these three things in place to be successful, how do you see this best working? 

9. If your one-on-ones are not useful.  Instead of merely providing status updates, include strategic issues. Suggest ideas on promoting your team for more visibility within your company or discuss process improvements.   Be sure you prepare an agenda to make the best use of your time together.  They will access your thoughtfulness and be more inclined to hear your suggestions.

10. If you feel like your manager is not giving you valuable feedback on your performance.  You can ask, what can I do or stop doing that would improve my performance?  What would make it easier for you to work with me?  Embrace the discomfort, after you ask that question, pause and do not be the next person to respond.  Listen with the intent to understand, not to respond.  You do not have to agree with the feedback, but it can be helpful to hear it.  Check for understanding by saying, “This is what I hear you saying, if I were to change x, y, and z, it would impact the team in a, b, or c ways?  What have I gotten right and what am I missing?” To ensure the alignment, you can even follow up with an email with the key takeaways and next steps.

11. If you are not getting feedback on a project.  If your boss always says, everything is great, go you.  You can say, can I get your advice on X, if you were driving my research, what would be top of mind for you?  Here is my goal for the next week or two to advance this project, I would love your guidance on whether I identified the right goals and how best to achieve them.  What obstacles should I be looking out for?  Annie McKee founder of Teleos Leadership Institute offers to say something like, “I want to do a good job and achieve my goals, and I need your help to do that.”  Be specific about what you want: their input on a particular piece of work, an introduction to another colleague, their permission to reach out to a client, etc.  If they cannot help, suggest an alternative and help them solve the problem, you can ask them if they can ask one of your peers for input or an introduction.  When you change your questions, you can more likely change the responses you are getting.

12. If you want your manager’s feedback on your overall development. You can share what you are doing to work on your growth goals, “What I am struggling with personally is how to make sure all people have a voice in the room and are heard, sometimes I get excited, and that enthusiasm makes it hard for others to get their voice in.  I want to run a flip meeting where I listen instead of sharing.  Do you think people would like that, or would it be a deer in headlights situation?  What suggestions do you have to ensure this is done well or that I succeed?”  You make it much easier for your leader to weigh in on areas that matter to you when you through out a statement or idea in which to react.

13. Take time to signal what works for you.  When you share with your leader what they do well or what works for you, you set them up to repeat that behavior.  For example, you might say, “I really liked when you made that email introduction, it made my work go so much faster, and I would welcome additional opportunities like that to advance future work.”  Formulating clarity in your requests will yield much better results.

Learning the skill of managing up in a variety of situations is critical to maintaining a great relationship with your boss and in the advancement of the goals of the organization. It is a muscle that we can all build with the right intention.

Quote of the day:  “Request, don't complain. Inside every complaint is a request. Find it and make it.” -Mary Abbajay, 

Q:  What is the hardest situation for you to manage up?  What makes it so hard? Comment and share below; we would love to hear from you!

[The next blog in this series 5/6 will focus on your style of managing up]

As a leadership development and executive coach, I work with people to sharpen their managing up skills, contact me to explore this topic further. 

The Art of Managing Up

Approaches to managing up for a project (Manage Up Series 3/6 )

How often have you had a great idea that you wanted to pitch to your manager but pulled the plug because you believed it would get rejected?  Perhaps your idea could have brought massive benefits to the team and the organization, but you were convinced that your boss would miss the value.  Great managers provide forums for you to share and disagree.  But we do not always get to choose the people we work for.  When we can strengthen our skills of managing up, we can better lead for impact.

To increase your effectiveness in pitching a project, here are aspects to consider:

1. Bring a first draft plan and co-create.  When you are pitching a project idea, talk about the challenge being addressed, possible solutions, pros and cons of each, your recommendation, and how that solution ties into the bigger picture and the company goals and vision.  Co-create by asking your boss what they would add to your idea to improve its value.  If you are sensing they are opposed to it, you can ask – do you see any reasons why this may not work?  You can ask for their biggest objections they or another might have and if those were addressed, do they see any reason why the project should not go forward then?

2. Tackle the costs head on.  Having a handle on the costs will help you anticipate their possible rejections and prepare for them.  If you do not share them, they will likely be presented for you, instead, you can say, “here are the costs, and here is why I see them worth the benefit.”  Every organization has limited resources, time, and energy; accepting your idea may mean the rejection of another idea that someone else believes is wonderful so having that broader view will be important to making your case.

3. Share potential risks.  When you can brainstorm and analyze potential risks for new projects, categorize whether it is high or low, and share your analysis, you show your boss that you are thinking strategically, especially when you include recommended risk mitigation strategies and backup plans.  They will know that you put in considerable thought and will be more receptive to hearing your approach.   

4. Depict the positive impact beyond your team.  When presenting an idea, be sure to tie it to a positive impact.  Peter Drucker said, “ideas that make no positive impact are meaningless data.”  You are a small piece in the mosaic that your boss is weaving.  When influencing up, focus on the impact of the decision on the overall corporation.  In most cases, the needs of the department are clearly aligned with the company directly, and in other cases, this connection is not so obvious.  Be clear on making that link and do not assume it is automatically seen. Your best wins will relate to a larger goal and not just be about achieving your objectives because if your boss is helping just you, they may be disadvantaging another teammate and the resources they may need. 

5. Show success examples.  Point to examples used by other teams and how you mimic those efforts and processes for the best results.  You can even factor in the customizations you have made to better fit with the intricacies of your team.

6. Reduce workload.  The best recommendations take work off people’s plates.  If you happen to put work on, what can you do to minimize it?  Can you own the scheduling and logistics or volunteer to present the work at the meeting? How can you make it easy for your boss to say yes and show that it will not add extensive work?

There is an art to managing up.  When you can utilize critical thinking skills in presenting your idea, explaining pros and cons, and offering your recommendation, you make it easy for your manager to join you as a collaborative partner to endorse your project. 

Quote of the day: “Real control is influencing someone to the point that [they] believe [their] choices are [their] own.” – G.R. Morris

Q:  How do you pitch your projects for the greatest success?  What has worked and what hasn’t? Comment and share below, we would love to hear from you!

[The next blog in this series 4/6 will focus on numerous managing up scenarios and the best approaches to take]

As a leadership development and executive coach, I work with people to sharpen their managing up skills, contact me to explore this topic further. 

What works for you in managing up?

The Pre-Work You Need to Manage Up (Manage Up Series 2/6)

Managing up is a required skill in every job.  Doing this well will allow you to advance your career and bring benefits to your team and the organization.   

Before jumping into best practices for managing up, it is helpful to think about the prework you want to complete so you are in the best position to succeed. 

Here are some critical aspects to uncover:

1. Know your leader’s communication style.  Executive Coach Julie Kantor says, “some bosses readily explain to subordinates how and when they want to communicate.  Others do better when offered multiple-choice questions.  If your boss has not willingly told you, seek agreements on methods and cadence for updates.  You can ask, how often do you want updates: daily, weekly, or only when I have something to report?  Do you prefer phone, instant messaging, email, or face-to-face?”  Getting this information clear will contribute to an excellent relationship, allowing for managing up to occur more easily.  Also, maybe your boss prizes unstructured chat time before diving into the work, whereas you prefer having work updates first and chat time at the end if there is time because it is how you operate with your direct reports.  It is better to adjust your style to fit your boss’ preference rather than impose your will.

1A. Understand their listener/reader style.  You can adjust your style in response to your boss’ preferred method of receiving information.  Peter Drucker, often described as the founder of modern management, divided bosses into “readers” and “listeners.”  If your boss is a reader, they like to get information in report form so they can read and study it.  In that case, you want to include important points in your memo and then discuss them.   Others are listeners, they work better with hearing information presented and being able to ask questions immediately in real time.  In this case, you may want to verbally share to have that back and forth and then follow up with notes of what has been discussed.  This contributes to creating fertile ground for managing up to occur.

1B. Understand their preference for updates.  Some bosses prefer to be involved in decisions and problems as they arise.  These are high-involvement managers who like to keep their hands on the pulse of the operation during critical moments, so it is best to be proactive in including them.  Other bosses prefer to delegate and be less involved.  They expect you to come to them with major problems and inform them about any significant changes.  When keeping these bosses in the loop, be clear on what you are doing and if there is anything you should be doing differently, let them know you welcome their input.  This critical information will allow you to move to the next stage and not waste weeks of work because you did not allow your boss an opportunity to weigh in earlier.  Managing up will be easier when these processes are established.

1C. Have the expectations discussion.  Many people assume the boss will magically know what information to give their subordinates.  Some are naturally good at this, and some are not.  Be proactive at the outset and ask.  What are your expectations from me?  What is a good way to exchange feedback?  Do not assume that just because you like to receive feedback in a particular way from your direct reports, it will be the same style as what your boss will want from you.  Be proactive in uncovering expectations that will set you up for managing up success. 

2. Understand their decision-making style.  Do they make decisions intuitively and change their mind a lot, or do they prefer a more fact-based approach and need lots of data and time to arrive at an action slowly, or any combination of the two?  When you are trying to influence, you can use their style to shape your approach.  Maybe they want to be in control, so you would give them information about what you are doing and offer choices about the next steps so they can make the ultimate decision.

3. Understand your manager's strengths, weaknesses, and motivations.  When you can go to them on a topic that utilizes one of their strengths, they can help more efficiently.  When you go to them in an area of weakness, you may be disappointed.  In that case, it can be a good opportunity for you to be proactive in taking more of a leadership role.  For example, maybe your boss is not strong at creating team bonding events, you can volunteer to take the lead on that.  Furthermore, knowing what they care about and advancing that interest can be helpful.  Dr. Julie Kantor, Executive Coach says, “It pays to figure out what motivates your boss, do they need to look important? Find ways to help them talk about their successes.”  If your boss’ boss cares about retention and building community, you can link the team bonding event to a larger and more critical initiative that would bode well for your leader.

4. Know your leader’s realities.  What numbers are your boss being measured on?  How is their boss defining success?  What are their goals and pressures?  How does your work fit into this bigger picture?  You can exhibit upward empathy and learn about what the specific work is like for your boss, what makes it hard, and what might you be unintentionally contributing to the difficulty level.  Without this information, you might be flying blind so your efforts to manage up would likely be fruitless.

5. Know the organization.  Some organizations are more hierarchical so it can feel threatening to have direct reports speak up.  Find out the informal rules so you can be more clued in on how to operate within the existing structures before you aim to make changes.

This kind of preparation can be used to develop and manage a healthy working relationship - one that is compatible with both work styles and strengths so you can do great work together.

Quote of the day: “Think twice before you speak because your words and influence will plant the seed of either success or failure in the mind of another.”  -Napoleon Hill

Q:  What is one way to learn your boss’ key stated and unstated priorities?  Comment and share below, we would love to hear from you!

[The next blog in this series 3/6 will focus on managing up for project work]

As a leadership development and executive coach, I work with people to sharpen their managing up skills, contact me to explore this topic further.

What do you know about your leader’s style?

We All Need to Manage Up (Manage Up Series 1/6)

It is quite common to have a different perspective from our managers and want to find effective ways to speak up to alter outcomes.  Toeing the line between skillfully influencing regardless of your position and not overstepping in a way that disrespects your leader and damages your reputation can be tricky. When we can hone the skill of managing up, we can make a positive difference in our teams and in our organizations.

Harvard Business School Professor John Kotter defines managing up as the process of consciously working with your superior to obtain the best possible results for you, your boss, and the company.  It is a way of customizing your work style to best suit your managers for optimum collective success.  It can also refer to your tactics to build a strong relationship with your boss to make work easier.  Sue Shellenbarger in the Wall Street Journal writes, "Managing up, or building smooth, productive relationships with higher-ups, requires understanding and adapting to your boss’s communication and decision-making style.”  Clearly, the approach you take to manage up matters.

Mastering this skill has copious benefits.  You can effectively shape the agenda by better advocating for what you want, asking for resources, and promoting your team’s successes.  The organization benefits as well.  When you have a strong relationship with your manager and know a good method to be heard, you can achieve more win-wins.  Instead of contributing to a culture of silence where people do not voice their views, you can create a conduit for great ideas to see the light of day.  Organizations want people who can vigorously campaign on behalf of their team with excellent intentions to impact productivity, morale, and retention positively.

Choosing when to speak up is not always easy and straightforward.  Here are some situations that could be helpful to chime in:

1. When it is at the cost of the company’s mission and integrity.  If something is happening that is damaging the company’s reputation internally or externally, it can be essential to get involved.  If you know that corners are being cut and there is a negative impact on customers or other stakeholders, your manager will want to know this.

2. When your motives are genuine.  If you have already checked in with yourself and ruled out jealousy or other less envious motives, and it is really about the benefit to the team, organization, or stakeholders, it is a good time to manage up to share constructive concerns collaboratively.

3. When you have established trust and credibility.  When you have shown yourself to be a dependable person that delivers consistent, timely, and excellent quality work, you will be in a good position to manage up.  If you are not a model of what you seek, your message will be harder to convey and be heard. This reminds me of Jordan Peterson’s rule 6: set your house in perfect order before you criticize the world.  While I disagree with the word perfect, the underlining sentiment of being an example of what you are trying to change is powerful.   Nobody wants to listen to somebody who cannot do the thing they are advocating.

4. When there are massive communication gaps.  You may have assumptions that your boss has a view of you that is inaccurate.  You may want to check in, clear the air, and frame the perception that more precisely depicts who you are instead of them filling in the gaps so you can speak up and align on a shared reality. I had a client who was working on a massive project, culminating in a pivotal stakeholder meeting where a decision had to be made. When the boss viewed the invite list, she said the list looked random and did not understand why some attendees were present.  My client wanted to take a moment to zoom out and inform her leader of the broader picture, that she had been talking to all those stakeholders regularly and had an excellent explanation for each person’s attendance.  Having that conversation to loop her boss in was essential because while they may have initially thought my client was careless in their selection, they were, in fact, deliberate. 

5. When it is for the leader’s benefit.  Business management expert Patrick Lencioni advocates managing up to benefit the leader.  He said, “do not expect that the manager is leading exactly the way they want.”  He shared a story of when a direct report came to him as a great example of managing up.  Lencioni promoted somebody who was not team-oriented, which violated one of the company values.  So, the direct report went to Lencioni and said, I know you have a lot on your plate, but I noticed an inconsistency that I wanted to share and learn more about the reasoning behind the decision. You talk about teamwork being important but just promoted the least teamwork-focused person, so I think to address the disconnection, we either should change what we believe or move him to another place where he would be a better fit.  Lencioni shared that he was happy to have that blind spot bought to his attention and believed that if you only hear about frustrations when your team hands you a resignation letter, it is unfair because it does not give the leader a chance to course correct.  

Another client of mine had a similar situation speaking up regarding their boss’ blind spot.  The boss would think out loud at meetings and share fleeting comments to the team about possibly doing more research.  Some team members would interpret those passing thoughts as requests, and a couple of people would work on the same project and waste time and resources.  Others would view those thoughts as just verballing processing and would not do anything and the boss would wonder why no action was taken.  So, my client shared this observation with their boss, “I noticed this phenomenon happening where your verbal brainstorming is creating confusion and might be wasting time, I’m wondering what if, at the end of a meeting, we share one thing to investigate and one person to do that so there is clarity and no overlap?  How would that work for you, or what would you add to reduce the confusion?”  Before sharing your idea, you can even invite your boss to share possible solutions before you offer yours.  This is a great topic to manage up because you are proposing a process change to improve the business and inviting a co-creating experience.

When NOT to manage up:

1. Personality difference with no business benefit.  If you simply do not like your manager’s style and changing it would make your life easier but have no positive impact on the business or other team members, then it is misusing the spirit of managing up.  For example, if you want your manager to be more optimistic and less realistic because that is your preference, you may be unable to change that.  It is good to ask yourself, how is my request impacting the business other than it’s annoying me?  If their approach is leading to hours wasted, unnecessary confusion, and a lack of direction for you and the team, that’s different.  Tapping into the bigger reason we are here and how we can align to make the business successful is a good guide to managing up.

2. You think you can be leading better.  You may believe you can do the job better than your manager, many of us feel that way from time to time and that can be ok, but when you take action to undermine your boss or try to win or be right at your boss’s expense, that is crossing the line.  To be successful at your job, it is helpful to support your leader publicly and make them look good rather than asserting your will.  And if you believe you can do a better job, great, do your best to get promoted based on the quality of your work and your integrity and when you get that promotion, you will get a chance to lead in the way you want, and your direct reports will follow you based on your style and the benefits that you deliver.

When you can learn the skill of managing up, it will make you a more effective contributor.  The best indicator of managing up is when there is a triple win – you win, your manager/team wins, and the company wins. 

Quote of the day: “Example is not the main thing in influencing others. It is the only thing.” – Albert Schweitzer. 

Q:  When was the last time you had to manage up?  What worked that you would want to repeat?  Comment and share below; we would love to hear from you!

The next blog in this series 2/6 will focus on helpful prework to do to manage up.

As a leadership development and executive coach, I work with people to sharpen their managing up skills, contact me to explore this topic further.

How do you manage up?

The Art of Asking The Right Interview Questions (Hiring Series 4/5)

As your candidates move through the hiring process, it can be helpful for the committee to create a series of questions that will cut through the applicants’ buzzwords and bullet points to get a more accurate gauge on how they will perform on your team.  According to a study by Leadership IQ, 46% of new hires do not last longer than 18 months primarily due to poor interpersonal skills even though candidates may be qualified.  Asking questions that get at this issue can make a big difference. 

When thinking about the questions, you can choose ones that invite both scripted and unscripted responses.  Common questions allow them to share their prepared and practiced responses, such as tell me about yourself and why would you be an asset to this company, but it is only going to reveal so much.  You want to ask some questions that yield impromptu responses to engage in real-time self-reflection. This can show the best clues to whether the person would be a good fit. 

  1. Here are some attitudinal, career, and background-focused questions that can tap into both their scripted and unscripted responses: 

·      Tell me about yourself and highlight two turning points that led you to apply to this position.

·      What are your superpowers?  Give me examples of your strengths and put them in the context of your previous jobs.

·      Tell me about your track record of success.  What did you do to create your success and whom did you have to partner with to make that happen? [Research shows one of the best indicators that somebody will be successful in the future is if they have a winning past track record].

·      What are you not good at or do not like?  How have you addressed these weaknesses or found workarounds?

·      What are your pet peeves when it comes to collaboration? What types of people do you find the most challenging to work with? What is your strategy if you find yourself on a team with some of these people?

·      What do you look for in an ideal teammate?  What do you have to offer to the team?

·      Whom do you admire as a leader and why? How would your teammates describe you as a leader?

·      What are the ingredients of good company culture?  How would you contribute to an incredible culture?

2. Behavior Questions:  Asking behavioral and future-focused, realistic questions related to how they would approach their job can give you a lot of data on their potential performance.  Knowing what they would do can yield more robust responses than attitudinal questions that are more theoretical and philosophical.  For example, what is your philosophy on leadership versus how you would handle this issue?  

Here is a sample set:

·      If two colleagues are not getting along, how would you handle it?  Name 2-3 specific things you would do. Other variations include: Tell us about when your team had disagreements.  How were these differences resolved, and what was your role?

·      What are the steps you would take to manage an underperforming employee?

·      Can you tell us about a time when you disagreed with your manager’s directions or priorities? How did you respond?

·      Tell us a time when you made a mistake or were asked to go back and make corrections. How did you handle it? An alternative can be, what was your biggest failure? What did you learn from it and how have you avoided repeating it?

·      Have you had to work with someone whose personality was particularly different from yours? How did you make it work?  Another variation: Tell me a time when you had difficulty working with someone, what made them difficult to work with? What steps did you take to resolve the problem, what was the outcome? What could you have done differently?

·      Tell me about a time you faced a challenging situation?  What did you do to improve your situation?

·      If you are trying to get a new initiative implemented, walk me through how you would do this.

·      Tell me about a situation in your last job where you volunteered to help somebody outside your area or an important project where you volunteered even though you did not have anything to do with the core assignment.  Tell me why you did it, what was the result, and what was your role?   [A question like this helps you assess their track record of collaborating or teaming up with others to succeed.]

3. Questions to assess their preparation and career aspirations:

·       Can you tell us what you know about our company and what stands out the most?

·       Please tell us what you understand this position to be?  What excites you, and what concerns you?

·       How do your values and mission align with the company’s values and mission?  You can follow up on their response and provide some of the company information if you are trying to figure out alignment.

·      What are your career goals? What would need to happen for you to achieve your professional aspirations?

4. Questions to help understand their listening, communication, and curiosity skills:  This could involve formatting some questions as directions. 

·       Teach us about one of your passions, something that you know a lot about or consider yourself to be an expert in, and as if we do not know anything about it.

·       What have you been learning about lately or what is a recent topic that has captured your curiosity?

5. Questions that help reveal their level of self-awareness:

·      What have you been doing to work on your non-strengths?

·      What conditions can you do your best work in?

·      What is the biggest misperception people have about you?   

The misperception question is about whether they know how they come across to others, even in ways that may not be a true reflection of who they are.  Tony Hsieh, the former Chief Executive of Zappos, uses this question often. He said, “I think it’s a combination of how self-aware people are and how honest they are. I think if someone is self-aware, then they can always continue to grow. If they’re not self-aware, I think it’s harder for them to evolve or adapt beyond who they already are.”

Tony Robbins said, “successful people ask better questions, and as a result, they get better answers.” To truly understand if the candidate is going to be a right fit, you want to inquiry well.  Specifically, behavior questions can be the best indicator of how the person will perform on the job. 

Quote of the day: “People are not your most important asset. The right people are.” -Jim Collins

Q:  What are your favorite interview questions to ask? Comment and share with us, we would love to hear!

[The next blog in this series 5/5 will focus on the concluding parts of the interview process]

As a Leadership Coach, I partner with leaders to get clarity on the hiring process to secure the best candidate, contact me to learn more.

Which questions do you ask to get the best candidate?

When Interviewing, Beware of Your Biases (Hiring series 3/5)

Organizing a successful hiring process can determine if you secure the right person for the job.  A crucial component to success is the interview stage as it is a great way to get to know your prospective employees, both the hard skills and intangibles such as passion, initiative, goal-orientation, and cultural fit.

Below are some steps to consider when you are designing the interview process. Be sure to filter any of these tips based on the culture and mission of your organization.

1. First-round individual interviews.  If you have many applicants, you can have a brief 30-minute group interview meant to cull the list further and separate the A from the B and C players.  As you move to the preliminary one-on-one interviews, the goal is to get to know your candidates a little deeper.  You can open your interview by letting them know you would like to spend 25 or so minutes getting to know them and then leaving some time to answer any questions they may have. Give the candidate the first words instead of telling them about the company as they can parrot what you would like to hear.

2. Beware of biases. While the interview is going to give you some essential data, there are inherent problems of deception.  Psychologist Ron Friedman argues, “The interview is dreadful in predicting if somebody’s going to be successful because they're measuring their ability to think on the spot. 80% of people lie and it seems like it’s almost advantageous for them to lie if they want to get the job.”  Another problem is that people have biases in hiring.  As humans, we are hardwired to make quick decisions, to go with our intuitions. The way we think is largely shaped by various unconscious biases which ultimately influence the way we perceive reality.  In fact, according to Quartz publication, 60% of interviewers will decide about a candidate’s suitability within 15 minutes of meeting them.  Some will even have made that determination within seconds of the interview.  When we have formed our intuition, we are no longer considering new information, we are just rationalizing it.

 Here are some common biases in which to be mindful:

·      Confirmation Bias.  Is the tendency to search for information that confirms some preliminary assumptions you may have.  For example, suppose you see a tall person, you may think they are a good leader and then ask questions that can evoke favorable answers such as – tell me a time when you led a group successfully versus a more neutral question - how much experience do you have leading a team?

·      Halo Effect.  We assume that just because somebody has achieved success in one area, they are likely to excel in another area. They were incredible coders so they are likely to lead a technical team, but they are two different skill sets that need to be individually assessed. 

·      Overconfidence Bias.  Is the tendency to hold an over-bloated assessment of our skills and abilities.  Some hiring managers believe they have a special talent to choose a candidate based on their gut, but our personal experiences can be limited.  To have an accurate read, we need to have more objective measures in addition to our instincts, however strong they may be.

There are steps we can take to interrupt our biases and have a fairer process:

A. Have a standardized set of questions.  Ask all candidates the same questions, write them down in advance and execute. The reason is that if we think somebody is extroverted, we are going to ask for examples of when they led a group, whereas if we think somebody is introverted, we may not ask them about speaking in front of an audience because we assume they may not have.  The way we frame the question influences the information we get, and when we ask the same questions, we level the playing field.

B. Have a scorecard. This is an idea mentioned by Geoff Smart and Randy Street in their book, Who: The A Method for Hiring.  Their card has three parts: mission, outcome, and competencies so you are clear what you are looking for and so the candidate is clear on what to expect.

·  Mission: 1-5 lines of why the role exists. For example, the customer service representative is to help customers resolve problems with the highest level of courtesy.  You can ask candidates how their mission aligns with the company’s mission.

·  Outcomes: 3-8 specific outcomes to achieve an A performance.  For example, improve the customer performance score from a 7-12 measured by x, y, and z by 12/1.  Another example could be to work with a team to generate copious ideas and then choose the most innovative one, gain consensus and galvanize the team to execute by a specific date.  You can ask how they feel about achieving the outcomes.

·  Competencies: - Choose the capabilities that most matter to the work. At Google, Kim Scott talked about hiring for general cognitive abilities, leadership, role-related responsibilities and expertise, and googliness (the culture piece).

·      Technical Competencies or hard skills: These are the skills and behaviors that people need to do the job (coding, product management, creating the strategic vision and executing, designing, etc.). You can ask them how they have exhibited those competencies and provide an example from a previous job or how they would complete a realistic project they would have to do for this position.

·      Interpersonal or soft skills: These are all the intangible that allows the work to get done and the business results to be achieved. It can involve being self-aware and understanding how they are being perceived, managing their time and being dependable, being an effective communicator and clearly spelling out expectations with respect and openness, as well as being a listener and excellent team player.

·    Leadership skills: Do they know how to develop others to advance in their role, do they know how to motivate, inspire, care, and appreciate others, can they run high performing teams, manage conflict, and promote DEIB (diversity, equity, inclusion, and belonging) initiatives? Managing and leading a team is different than being an individual contributor.

·      Cultural Competencies:  Do your values and mission align? You can share the values of the company (e.g., hungry, humble, and smart) and ask how they exhibit those values, and provide an example from a previous job.

·      You can use the what/how/tell-me-more framework for follow-up questions. What do you mean? What happened? What does that look like? What is a good example of that?  What is your role?  What did you do?  What did your boss say?  What were the results?  What else?  How did you do that? Please walk me through the steps and how you overcame any obstacles.

Based on the responses, you should provide a score from A-E or 1-5 to each of their questions.  When you are done, you can review the scorecards with the hiring committee and advance the candidates with the highest scores.  If there are none, you may need to re-source potential candidates.

 C. Have a committee.  Eliminate siloed interviews in favor of at least 3 people on a panel because each person can be attuned to different aspects and see different things.  You can assign roles, such as a hiring manager to organize and then others that are looking for specific competencies. The panel should be made up of not only the hiring manager but peers and if there is a heavy cross-functional component, that person should be there as well. The committee should also be diverse in different areas such as experience, gender, race, etc. Before the interview, members should know the competencies, take notes, fill out a rubric independently, keep a tally, and then debrief their observations and compare impressions and scores.  If one person gave a score of a 5 in consciousness and the other gave a score of a 2, the idea is not to agree but expose the different perspectives and increase understanding, vote, and move on.  If there are any aspects that you are unsure about, you can drill down on those specific things in the next interview. Southwest conducts a lot of peer and team interviews. These processes help delay and test our intuitions so our decisions are more grounded in more data sources.

Many people complain just how hard it is to get the right hire.  The process can be lengthy and there is no guarantee that you are going to bring on great people.  Thinking about interrupting biases, having uniform questions, a scorecard for evaluation, and a committee to thoughtfully review the candidates can increase your chances of securing the right candidate.

Quote of the day: “Hiring is the most important people function you have, and most of us aren’t as good at it as we think. Refocusing your resources on hiring better will have a higher return than almost any training program you can develop.” - Laszlo Bock, Former SVP of People Operations at Google

 Q:  What’s your process for conducting group or one-on-one interviews?  How do you choose among the candidates you interview, which criteria do you use to assess a candidate’s performance?  Comment and share with us, we would love to hear!

[The next blog in this series 4/5 will focus on asking the best interview questions]

 As a Leadership Coach, I partner with leaders to get clarity on the hiring process to secure the best candidate, contact me to learn more.

How do you disrupt your biases when hiring?