team building

Powerful Insights from Walking the Gemba (Squats are optional)

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Morning Squats at the Help Desk


There is no substitute for doing front-line work to understand what is going on in your organization. In lean manufacturing, this is called “Walking the Gemba” and it is powerful.
One of my favorite times each week is the hours I spend working on the front line of our computer help desk, which is the nerve center for our group. As the CIO of a large university, it is very difficult to understand what it is like for our students, staff, and faculty to use our systems. Working on the help desk has been invaluable in understanding, strengthening my relationship with the team, and improving the services we provide.
The beginning of each semester is crazy and I want to be able to help during these busy times. So I started spending two hours each week getting trained and working on the help desk a month ago to be ready when school starts in the fall. Because we need to cover large surges of demand, the Client Services team is launching the  “Ambassador” program this summer and asking staff from across Computer Services to volunteer to help during busy times. I am the first Ambassador in the program. The training materials that have been gathered to train me will be used for the other ambassadors. The entire network engineering group has signed up! It has been wonderful to watch the willingness of people to pitch in and help.
I have seen first-hand the pain of some of our processes and convoluted systems. I ask a lot of questions about why we are doing things a certain way. As a result, we have been able to have conversations across campus that have improved processes and systems.
As an example, we currently ask prospective students to login to our portal to see their decision about whether they have been accepted to the university or not. Many of these prospective students don’t remember their credentials and can’t get into their account, which is frustrating and time consuming. It is especially frustrating if the student is not accepted to the university and may have to spend 30 minutes logging in only to be disappointed. When we brought this up with the Admissions office, they agreed to change the process to notify the students in email rather than requiring them to login. My experience on the front line reinforces how critical it is to listen to staff at all levels for suggestions.
Another thing about working on the help desk is that it is very rewarding. When you help to solve a technical problem, most people are grateful and happy. Whether it is assisting  an employee print their tax documents on tax-day or helping a student get into their account and hearing the relief in their voice, it feels great knowing that you made someone’s day better.
The best part is the help desk team. They are amazing! They have been so welcoming and patient with me. When I wake up and see on my calendar that I have my help desk time, it makes me happy. I know I have become officially part of the team because I was invited to join the team squat session. I was quite impressed to find that there are several team members who do 100 squats each morning and afternoon. Ken Ward, the self-appointed squat leader, let me off easy my first time. We only did thirty. And I was sore for the rest of the week even though I exercise every day!
My challenge for you this week is to “Walk the Gemba” to get to know the people in your organization and understand how things really work.
 

Nurturing the Courage to Lead

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Some of the feedback that I have received from my team is that my leadership style is so different than what they were used to that they were unsure about how to act. Someone told me that his experience was that every time he raised his head to present an idea, it was like “whack a mole” and so he learned to just keep his head down.
That is a powerful and painful story!
So, when I came in and said that I expected everyone to be a leader, I can understand why people were skeptical and hesitant to act.
To give individuals the skills and confidence to be effective and courageous leaders and shift their stories and the culture, I worked with Eric Brunner and Towanda Record in our HR Professional Development team to co-create a “A Wiser Way” leadership seminar series. The seven sessions cover the following topics.

  • Aligning to Purpose
  • Rewriting Our Stories
  • Understanding Self and Others – DISC
  • Crucial Conversations
  • Why to Reality – Power of Habits
  • Storytelling/Improv
  • Now What?

The first cohort of participants just completed the training.
The training wasn’t mandatory and a few people dropped out or didn’t attend all the sessions. Around 70 of the original 85 people were in the final sessions and gave us very direct feedback about what they appreciated and what they wanted to see changed in the training.
The feedback was overwhelmingly positive.
The most vocal promoters of “A Wiser Way” are the participants who were the most skeptical coming into the training. The change and growth has been amazing to watch.
I sat back with great appreciation as one of the participants went on for several minutes when I asked her to explain what she got from the training to a visitor. She talked about how she had learned to have positive crucial conversations in a different way after decades of being in a leadership position and how it wasn’t hard and much more effective. She realized that she had been avoiding interaction with several peers. After the training, she had the skills, an empowering story, and the confidence to engage in a different way. She collaboratively engaged her peers and reported that she felt great about the interactions that she had been avoiding for months.
That is a powerful and energizing story!
“A Wiser Way” is an experiment and the culture is shifting already. We will give 150 more people the opportunity to go through the training by the end of this year. I am very interested to see what happens as more and more individuals shift their story from expecting to be whacked down to being courageous and confident leaders.

Taking Flight – A Fun and Memorable Way to Learn DISC

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Picture used with permission – Taking Flight Learning


There has been so much energy and fun around the “Wiser Way” training this week. We took the DISC Styles assessment that was administered and presented by Take Flight Learning. The DISC is similar to the Myer-Briggs Type Indicator in that it helps a person understand themselves and others better.
The twist and the thing that made the training so much fun and memorable is that instead of being assigned a personality style letter that we would forget, we were each told if we were mostly like an Eagle, Parrot, Dove, or Owl.
Like birds were seated together at the same table for the class. As we came into the room, we were asked to find our assessment and the instructor, who did not know anyone in the training, would direct individuals to different tables to start looking for their name. She could usually tell what kind of bird someone was by how they came into the room!
The first exercise was hilarious as the different tables were asked to discuss how they would go about buying a TV. The reports from each table were like caricatures and everyone was laughing at the extreme differences in approaches. And, of course, we were all analyzing our spouses, kids, and co-workers to try to guess what kind of bird they might be.
The training was practical, interesting, and fun. It demonstrated clearly why we need diversity of styles on a team to be successful and how important it is to understand the style of others if we want to clearly communicate and effectively work with them. The energy and excitement carried out across campus as everyone was talking about what kind of birds they were. Several participants told me how much they loved the session.
For me, I was quite surprised that I was a Parrot, with Dove tendencies. The only other time, I have formally taken DISC training was early in my career and I tested as an Eagle then. When I did my MBA, we did a couple of exercises that were like DISC and were asked to self-select which groups we belonged in. I distinctly remember not being comfortable in any of the groups. Because I could most relate to the Eagle or dominant group, I would eventually place myself in that group. But I never put myself with the gregarious Parrots. After all, I am an introvert.
The instructor indicated that most people don’t change drastically over time. So I talked with her after the class about my results. Most of my assessment rang true, but I was struck by some specific phrases. I know that earlier in my career, empathy and patience would not have shown up in a description of my style, but they did in this assessment. As I described my intense quest to find a better way to live and lead over the past ten years, she told me that there were many similarities between the parrot and the eagle and that it would be possible to change but would take a lot of effort. I can attest that it has taken a lot of effort as I have shifted to be others focused and that the journey has been amazing.
The challenge that I will give you all this week is the same one we gave to the Wiser Way participants. Write a letter of gratitude to someone who is a different kind of bird or has a different kind of style than you.
 

Reshaping Culture through Small Deliberate Decisions

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CC2.0 – Photo by BK - https://www.flickr.com/photos/pictoquotes/29420915701

CC2.0 – Photo by BK – https://www.flickr.com/photos/pictoquotes/29420915701


Last week, we launched “A Wiser Way” leadership training program and almost 90 people started on the journey to create a learning culture that will fuel excellence and innovation. The objective of the leadership training is to develop self-managed leaders and teams who cultivate a sense of curiosity, foster a culture of positivity, build a collaborative environment, consistently execute, hold themselves and others accountable, and lead with integrity.
More than one person has talked to me about how the training was startling because it demonstrates so thoroughly how different my leadership style and expectations are than the previous leader. I don’t think I understood until I heard these comments how disorienting it has been for people to adjust to my very different expectations in how we will do our work and interact with each other.
The training is designed to help with that adjustment and give individuals skills and practice in becoming more autonomous. As we designed the program, we made small but important decisions to reinforce the objectives of the training,
The training is not required. Requiring the training would be top down and authoritarian, which is counter to the principle of self-management. So instead of mandating the training, I invited people to participate. I talked about how excited I was about the training and thanked everyone who signed up.
The training was offered to every team member, not just managers or “high potential” employees. This sends the message that leadership is not tied to position. We expect leaders at all levels and everyone contributes to building our culture and instilling excellence. It also clearly demonstrates that every person is worth the investment and we believe everyone is capable of learning and growing.
We paired participants with peer coaches. As we assigned pairs, we deliberately chose individuals from different groups and at different levels in the organization. This reinforces the message of collaboration and gives a safe place to practice accountability with a peer. And again, it reinforces the belief that leadership is independent of organizational position and hierarchy.
We asked the group to set their own rules for the coaching cohorts. We introduced the GROW coaching model, which teaches the coach how to ask open-ended questions that allows the person they are coaching to set Goals, understand their current Reality, explore Options, and determine what they Will do. This model teaches self-management and the role of a manager or peer in encouraging self-management in others.
We chose to train a large group of people to create a common language and set of expectations. We will offer the training enough times to give every person who wants to take the training the opportunity to participate.
The feedback from the first session was incredibly positive. As we have designed and started to deliver the training, it has challenged me to be very intentional about small decisions and word choices. Something to think about this week is whether your small decisions and actions are supporting a culture of learning and excellence.
 

Stopping the Negative Downward Spiral

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CC BY 2.0 - Spiral Stairway by aotaro on Flickr

CC BY 2.0 – Spiral Stairway by aotaro on Flickr


As we are opening up different ways of communicating and working together across campus, it is exposing gaps in expectations, lots of fears, and many stories. Sometimes very talented and committed people escalate their frustration, pick lines in battles between groups, and reinforce negative perceptions about individuals, creating a negative downward spiral. For many reasons, this is a common and understandable pattern that I’ve observed on several occasions.
I am sure everyone one of us can relate to being indignant over the actions of others. I certainly can. I have felt disrespected. I have felt that there is no way to satisfy someone’s expectation. I have felt criticized and unappreciated. I have felt fearful that I am not going to be able to get my work done successfully. These situations make us feel uncomfortable and they are not easy to work through.
The good news is that we are talking about our concerns and frustrations openly and with each other. That is a first step. Now we have the opportunity to work together to change these negative patterns..
We each have the ability to stop the spiral.
As we start talking directly to each other about our concerns in an open way, we are not going to do it perfectly or, even very well. When you receive negative feedback, you may want to withdraw and communicate less. This is the time to communicate more, not less. Try to have empathy and patience with yourself and each other. We are all practicing a new way of communicating and working together. The information that we get, even if it is not delivered perfectly is so valuable. Feedback can help us know where we have not been clear enough and what isn’t working.
We also need to try and assume good intentions from others. This is foundational because it helps regulate our response and keeps us open to listening. I have found it important to also check my own intentions to see what I really want. When my intentions are based in fear and are not positive and supportive, it is difficult to imagine that others are acting more altruistically than I am.
Most importantly, we need to acknowledge our part in creating the negative downward spiral and environment. I had a situation at work where I was constantly frustrated with a smart and negative colleague who was very critical of me and my team. I avoided him and minimized his feedback. This had been going on for years.  At the urging of my coach, I deliberately practiced withholding personal judgment, spent time talking with him personally, and looked for opportunities to acknowledge his contributions publicly. He became a friend and advocate. That was such a powerful lesson for me because I couldn’t see my own part in creating the negative pattern. I thought it was all his fault.
As I have shared these principles with several individuals, I have been appreciative about how open they were to change and willing to partner to create a more positive, effective, and collaborative team environment across all of the groups at Temple.
My invitation to you this week is to commit to doing your personal part to stop any negative downward spirals in your world.

Building Trust through Consistent Execution

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temple-mens-crew

Photo by Ryan Brandenburg/Temple University http://owlsports.com/index.aspx?path=mcrew


Execution is about getting things done and holding ourselves and others accountable and trust is developed as we do this consistently. This week, I had an important reminder on how knowing your team members and getting things done together builds a powerful foundation of trust.
One of my goals has been to try to meet with every group in computer services and get to know the individuals across the organization. This week, I was able to complete that goal when I met several teams that work in a building, which is several miles from the main campus.
It has been so satisfying to go and meet with all of the computer services teams and hear about the great work they are doing. My meeting experience with each team has been remarkably consistent. Each team member is deeply grateful to be seen as an individual and the business partners rave about the great work that the Computer Services teams are doing and how much they rely on them. This is especially true when the technical teams sit next to their business partners.
The stories that were shared were about the quality of the outcomes, willingness to partner, and ability to meet commitments. Examples include moving a high performance computing (HPC) cluster over a weekend from a local university with login access available on Monday morning and hearing that the performance of the cluster was better once it was moved to our network. The ability of our team to exceed the expectations of the researchers cemented the relationship and created a basis of trust to have a full partnership. So far, I have heard that story every time I have met with the head researcher of that group.
Another story is about the business school, library, and computer services working together to put in a faculty management system pilot. When the group attended the vendor’s national conference, Temple was spotlighted as the institution that was able to bring up the system in the shortest amount of time. The team worked together to deliver a complex system that was both technically and politically challenging. Like most successful projects, this was possible because of the ability of the teams to align to common goals, work hard, compromise, and hold each other accountable.
These are just two examples of many positive stories that I heard. My observation is that Temple teams accomplish a tremendous amount with small teams that actively look to deeply leverage the full capabilities of the systems that we adopt. The creativity, hard work, and dedication of the team members has been awe inspiring. This consistent ability to execute on our commitments has built a powerful foundation of trust with computer services across the university.
Of course, I have also heard some stories of when we have not met commitments or delivered to the expectations of our partners across campus. The common themes in these stories are misaligned expectations, personality conflicts, institutional barriers, and poor communication.  So we have room for improvement as well as powerful successes to learn from and build on.
My challenge for you this week is to evaluate how you personally are doing in consistently meeting your commitments and building trust and identify one way you can improve.
 

Collaboration, more than just a checklist item

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collaboration-puzzle

By lumaxart (Working Together Teamwork Puzzle Concept) [CC BY-SA 2.0 (http://creativecommons.org/licenses/by-sa/2.0)], via Wikimedia Commons

 
 
 

Collaboration is an overused term, especially in higher education. I have used it myself, often and broadly. Despite its general overuse, I added it to my top five characteristics that are required to create empowered and engaged employees. So this is my attempt to describe how collaboration looks and feels and how I have sharpened my definition as I work on being a positive leader.
Collaboration is not just a checklist item on a project plan
As a project manager over major systems implementation, I have added collaboration checkpoints to make sure we were actively engaging with the many constituents who wanted input into decisions. This is a vital part of a project when people really contribute to the decision making process so their participation shapes the outcome.
In the past, I often knew what I wanted the outcome to be and treated input and collaboration as necessary and time-consuming checklist items on my project plan. I’ve learned that when this happens for me, I know that I am not really collaborating, but just going through the motions of collaboration. I have certainly been on the other end of this, when I am called into a meeting or put on a committee where the outcome is already determined. When collaboration becomes just a checklist item on a project plan, it feels like a waste of time for everyone involved because it is. When this happens, it increases cynicism and disengagement.
Collaboration is different than consensus
I have often confused collaboration with consensus. They are not the same. Consensus focuses on coming to agreement on a decision while collaboration encourages the sharing of creative and innovative ideas. When I have been in a full consensus environment, it did not feel like an open space of risk and change where ideas could percolate and lead to richer outcomes. Consensus is often rooted in politics and in trying to please everyone, which is not possible when you are a leader. In a full consensus environment, anyone could veto an idea, which I have seen paralyze an organization.
Collaboration is deeper than sharing ideas and experiences
One of the great things about being in higher education is the willingness of colleagues from other institutions to share their experiences. I am at Educause this week, where the entire event revolves around peers sharing what they have learned with others. Yesterday, I was fortunate enough to participate in a workshop at the conference that moved from sharing to true collaboration, as I worked with a peer from Temple to analyze the root causes of barriers in promoting student success across campus.  Collaboration goes beyond the sharing of ideas. It involves working together to create something or to solve a problem.
Collaboration is giving away the power of controlling an outcome
Giving away my desire to control an outcome is the hardest thing for me to do and something that I am continually trying to improve upon. However, my experience is that when I have given away the control and actively partnered with others, things go so much better than when I try to control outcomes. Exerting control is based completely in fear, naturally causes resistance, and makes it harder to get things done. I used to think that it was my job to sell ideas and solutions. I have learned that selling is not collaboration, it is trying to get others to buy into your idea or solution.
Collaboration is actively engaging with willing partners to co-create solutions
I love Eric Dube’s reframing of collaboration as co-creation. The key to full employee engagement is for our processes and systems to be co-created by the people who will be using them. The overwhelming openness to work together across the entire campus on our strategic web project is a recent example of how having open conversations and extending the invitation to help solve long-standing problems is welcomed and appreciated.
Collaboration is creating a safe place to share ideas and openly challenge each other’s ideas
Creating a safe environment for sharing and challenging ideas is perhaps the most critical part being a leader. Actions speak much louder than words. When I am being humble and vulnerable, it creates a safe place for others to do the same.
One of the most powerful ideas that I have embraced as a leader is that it is not my job to come up with all of the ideas or solutions, but to ask good questions to expose ideas that will help the team create solutions. We then can have the conversations that will remove barriers and move us forward.
Collaboration is amazingly fun
True collaboration feels good and is an amazingly fun way to work. It is delightful to create innovative and interesting solutions with others in a supportive environment. I have found that engaging a skilled facilitator or using liberating structures are both helpful in promoting collaboration.
If you are collaborating and it is extremely painful, I would suggest that you or your collaboration partner might be trying to control rather than collaborate. Something to think about this week.