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Mon 9 May 2022
Do you have a perfectionist on your team? The good news is that your direct report has high standards and a fine attention for detail. The bad news is that he fixates on every facet of a project and can’t set priorities.
Can you harness these positive qualities without indulging the bad? Can you help them become less of a stickler? Yes and yes. 
In fact, many people claim to be perfectionists because they think it makes them look good. But true perfectionism is a flaw more than an asset. In many cases, this compulsive behavior can be a thorn in the side of a great performer. 
Managing a perfectionist can be challenging but it’s not impossible. And when done well, you both will benefit. 
 
Discovering perfectionism in the workplace 
 
Recently, an executive from a Fortune 500 company was experiencing issues within his team; he felt that they were performing well but they were failing to give him feedback
As he dug deeper to find the reasoning behind this issue, he found that his team struggled with a competition issue. 
His team’s drive to be perfect and not show mistakes gave the executive a false sense that everything was going well. And in turn, his direct reports were hesitant to give honest feedback because they didn’t want to look bad or come off as imperfect. 
Fortunately, he had the group to work through his challenges. Just like his direct reports were fearful of going to him with issues, he was fearful of going to his boss with the issue that he built a culture that wasn’t psychologically safe and competitive which resulted in issues being hidden, and developing into larger issues. 
 
A perfectionist is defined as a person who refuses to accept any standard short of perfection. It’s not necessarily a bad trait! Striving for perfection means you care a lot about your task and your desired goal. 
There are actually a lot of pros and cons to perfectionism in the workplace: 
 
Pros and Cons of perfectionism from direct reports
 
Pro – Your direct reports go the extra mile with their tasks.
Con – Your direct reports often put in a lot more work than they may communicate with you or your team, creating an exclusive atmosphere in the office where people feel as though they are in competition with each other.
 
Pro – Your direct reports look as though they really have everything together. 
Con – Your direct report lacks honesty with you and the rest of your team because they are constantly trying to attain an image of perfection in order to hide the fact that they are actually imperfect, just like everyone else.
 
Pro – Your direct reports have motivation, determination, persistence, and drive; all qualities that most people find redeeming and can make a great candidate for a job.
Con – Your direct reports often stretch themselves thin trying to constantly exude these qualities in every aspect of their work, to the point where they create an environment of competition rather than togetherness. 
 
One of the most important pros and cons of them all happens to be a huge challenge of perfectionism that acts as both a pro and a con: 
 
Pro – You never accept failure from yourself.
Con – You never accept failure from yourself.
 
There are pros and cons to everything, but the challenges to perfectionism can breed a culture of competition where no one wants to admit their mistakes. Sometimes, people end up sabotaging each other rather than working together. And worst of all, when an issue arises, people hide it and try to solve it on their own, which in turn creates a much larger problem for the team to deal with. 
 
What is the biggest challenge of perfectionism? 
 
Some signs of perfectionism in the workplace include:
●     Very high standards (and the belief they must be achieved)
●     Highly self-critical
●     Fear of failure and making mistakes
●     Over-focused on minor details
●     Obsession with rechecking/redoing work
●     Difficulty completing a task or project
●     Overachiever
●     Stressed or anxious about performance or results
●     Too much competition
 
However, the biggest challenge when dealing with perfectionism is not wanting to make mistakes. If your direct reports are struggling with perfectionism, they likely are afraid of making mistakes, and even more afraid of others (including you) finding out that they’re capable of making mistakes. 
Just the word “mistake” is capable of striking fear in a lot of people’s minds when it really shouldn’t. It makes them anxious, indecisive, and at times, overwhelmed too.
It’s not a nice feeling to be regretful about something that you worked hard for and put a lot of time into. This is where direct reports may get caught up in either trying to be absolutely perfect or simply not reaching their potential by “playing it safe” and not trying new things out of the fear of making mistakes. 
As a manager of this team, it’s your job to encourage your direct reports to find a happy medium! 
It can be very easy for your direct reports to get stuck in the area between the paralyzing side of the fear of making mistakes and gathering the courage to give it a shot, or in the area of perfectionism where they’re too scared to admit to their mistakes.  
 
How to effectively manage the challenges within perfectionism 
 
Create an environment where it is mutually understood that you (the manager) take the blame when things go wrong. 
Mistakes happen! 
A leader who assumes the blame, and passes the credit, sends a message that mistakes are OK and that when they happen, it will be an opportunity to learn and grow. By inspiring those beneath you, your employees will emulate your best traits, which will include assuming the blame for themselves.
            The best leaders inspire others and give credit. 
Giving credit and taking accountability sets yourself apart from the team, as a guide toward your team’s overall success. The more emphasis that you put on guiding your team, rather than showcasing your leadership (by taking credit or blaming others for mistakes), the more respect you will gain from your direct reports.
Here are a few important tips for creating an environment with your perfectionist direct reports where it is assumed that mistakes are inevitable, and welcomed: 
 
  1. Appreciate the positives while recognizing the negatives
Working with perfectionists can be frustrating. They tend to be impatient with or hypercritical of others and they’re not good at delegating. 
However, it’s your job to recognize that while irritating, their behavior is not all bad. It stems from a place of care for their work
In fact, because of their insistence on excellence, they often raise the standards of those around them. Be sure to tell them that you appreciate the level of enthusiasm and drive that they bring to the team, and encourage them to work more with the team, rather than against the team, on their own. 
A perfectionist wants to do what is best for them and their goals; be sure to reassure them that they will reach the highest of their potential by sharing, communicating and working inclusively.
Every employee needs feedback. But perfectionists may have a harder time than others hearing criticism of their work. 
Since critique is difficult for them, perfectionists are likely to hear only the negatives. Instead, share your apprehensions first
An important aspect in giving feedback to a perfectionist is to ensure that they know they are appreciated and valued. Don’t be afraid to ask your direct report: “Is there a most efficient way that you prefer we exchange feedback with each other?” and “What aspects of your work could use greater clarity from myself or other team members?”
With this in mind, you can deliver the input in a way that won’t make them defensive or demotivate them. 
 
Looking for a more efficient way to evaluate performance reviews within your company? Ambition in Motion offers their software, AIM Insights reports, ensuring visibility over all ongoing activities: task performance, manager performance, organizational citizenship, team performance, and goals for direct reports. Click here to learn more about how you can simplify your performance review process! 
 
            Managing a perfectionist can be challenging but it’s not impossible. And when done well, you both will benefit!
Wed 4 May 2022
Hybrid? Fully remote? Never left? Regardless of how your team operates now or in the future, the pandemic changed how companies will need to manage their people. This article is titled how to measure performance for remote teams, but these lessons apply across all teams if we want to effectively lead into the next 5-10 years.

There is this common notion: what is focal is causal. Or put simply, what people see, they perceive as important. This focus on management through visibility has been the traditional style until the pandemic. But as more teams continue to work remotely, we must find new leadership methods that can ensure productivity without relying on visibility without context.

Why?

The pandemic exposed the major flaws of traditional methods. Focusing on visibility discourages actual productivity and encourages performative productivity (e.g. people looking busy while being observed).

For example, I recently interviewed the CEO of a tech-focused logistics company. I wanted to learn how other leaders are responding to the tail-end of the pandemic. He shared his intentions to bring the entire team back into the office. He believes that his team is more productive from the office than from at home. I suspected that he had fallen into the trap of relying on that same old notion: What is focal is causal.  

So, I pressed him on some key statistics to see why he decided to end remote work. We discussed sales, fulfillment, and the other factors that indicate the health of his business, but he didn’t have the new data for comparison because they just got back into the office. We scheduled a follow-up interview two months later to see how the company changed and to compare metrics.  

When we met again with the data to compare, the results spoke for themselves: people were more productive working from home. But this CEO couldn’t shake his intuition; he still preferred to work from the office with everyone else on his team because he liked seeing everyone working.

He was always skeptical of “work from home” and had the same worries that many CEOs and managers have had to deal with: “What if people skip work early? Or they take a day they said they were working completely off? How can I manage people that I can’t see?” He was stuck in the traditional mindset that what is focal is causal. Intuition is a dual-edged sword. When it leads you astray, your key to getting back on track is taking your intuition out of it. 

The answer to this is to measure and take the guesswork out of it.    

When ‘what is focal, is causal’ pervades a workplace culture, people are incentivized to look busy when in front of their managers; the key word here is “look busy”. This is Performative Productivity. 

In the book Deep Work by Cal Newport, Cal talks about this concept of the mental residue that occurs when we switch tasks or are distracted from one task to the next. Different people prefer different times and techniques to get into a flow-like state to focus as deeply as we can.

Productivity occurs when we eliminate distractions

When we work in an office, anyone can interrupt our work, distract us, or force us to work in ways that are not conducive for our flavor of deep focus. We can put ourselves in a position where our real productivity is sacrificed to support performative productivity. 

Therefore, if we can 1.5x, 2x, or 3x increase our productivity when we control when we work and when we allow distractions, it seems only logical to allow our people to do that if we can.

The challenge lies in how we measure productivity and what actions we take for granted that we realize need to get done.

Sure, in sales, it is pretty easy to quantify productivity – number of calls made, meetings scheduled, meetings had, follow ups made, and deals closed. But for less quantifiable tasks, it is critical that we identify useful metrics for measuring progress. 

For example, an executive in my mastermind group runs a consumer-packaged goods company. He started putting QR codes on packages that link consumers to surveys. These surveys let customers share their feedback on product quality, packaging, and labeling. He also started implementing end-of-call surveys to gather feedback from his clients (or prospective clients) on his customer support team. 

As he started creating opportunities for gathering more feedback, he learned that some metrics were more important than others. He also learned that he can only improve what he is measuring. He focused his team on specific outcomes, but more importantly, he was upfront that some of these metrics may change over time as he learns more feedback. 

This iterative process helped him develop a strong system. Now he measures change and improvement pretty accurately and can share that insight with his team. His team knows when they are working in a positive direction or when things need improvement.  

Performance reviews shouldn't be a surprise

Another benefit was that performance reviews become super easy for him and his team. They have minimized surprises and his direct reports are now reporting to him where they know they can improve.

His team has now started implementing a hybrid approach where his team members have total autonomy of when they come into the office. If somebody decides to work half the day in the office and the other half from home, they can do that. Or they can rent an RV with the family and work on the road or pull all-nighters so then they can work on their start-up during the day. No matter how they decide to work, he doesn’t care because he knows what they are measured against and leaves the decision making to the employee.

Measuring works for collaborative teams just as much as individuals

And this works just as much for collaborative work as it does for individual work. When teams are working collaboratively, they are measured against the team goal. Individuals break their segments down and are held accountable to their individual tasks. Their success is tied to the team’s overall ability to achieve their goals.

When the team doesn’t achieve a goal, they work together in an experimental way to identify what they can change to achieve the outcome they desire for the future. Sometimes part of that solution is working together in the same space, sometimes they identify other methods. Either way, a manager with a strong system for accurately monitoring productivity can trust their employees to take the initiative and find productivity instead of micromanaging. 

The notion that “focal is causal” forces bad incentives. When goals are clear, employees know what needs done. Everyone can be measured based on what they know they need to accomplish, and you can continue to make incremental improvements to the goals and metrics. Together, this new method builds resilient productivity and helps you manage your team better whether your team is remote, hybrid, or in-person. 

Tue 3 May 2022
Learning your company is being acquired can be a very scary revelation- especially if you don’t have any equity in the company. As Mergers and Acquisitions become ever so more frequent in today’s world, it is important to recognize what you as an employee can do to better your prospects under new management and make the most for yourself in a situation that may not only feel unfamiliar but terrifying at the same time. 

Rumors of acquisition may spread around the workplace, and at that time, it is important to appear to have no change in your work. While it is okay to start preparing for the worst, such as by polishing your resume or reaching out to friends in similar industries, 9 times out of 10, new management will not want to abandon ship with the current staff. There remains the slim possibility of layoffs though, and it is important to not appear to be slacking off with an upcoming acquisition. Ask HR or management as many questions as you need to about this. Some items that are important to ask about are stock options and benefits. These are the most likely to change during an acquisition.  It is also important to attend any required meetings. These could pertain to unfinished work, news about the acquisition, company news, or even future goals. Attending these meetings also show your dedication and passion for the role.

As the merger begins to commence, you may notice your managers or even new management holding meetings with staff in 1-on-1s, as well as host meetings. During these meetings, you have a golden opportunity to market yourself and advocate for a higher wage, more benefits, or even a promotion. Seizing growth opportunities is an integral part of the M&A process. Most companies will set up a transition structure or team, which is a temporary organization to help with merger technicalities. Being a part of this team can demonstrate your talents and abilities to any manager, past, present, or future. 

In addition to this, quantifiable data demonstrating your impact to a team as well as showcasing your individual skills can be very helpful. You may wonder how you might be able to get this data. Performance evaluation tools such as Ambition in Motion’s AIM insights can be worth their weight in gold. Tools such as this can track team performance, goal completion, manager performance, and task performance, as well as provide visibility from both direct reports and management. Due to these accountability trackers and task performance, you as an employee now have concrete proof as to just how useful you are. Also, start to understand what your manager does, or what other positions do. For example, I have a friend who works in a communications position. When he received the news that his company was to be acquired by a much larger company, he knew that this was his best chance to be able to get a promotion at the time. He started doing research into what his manager did on a day-to-day basis, learning how to file expense reports, purchase reports, and how to work with each individual vendor.  When it came time for his interview with the new management, he wowed them with his technical knowledge of the position and was offered a promotion with a $20,000 raise and a 15% sign-on bonus.

You may not always get an explicit chance to negotiate for anything during the merger. This is why managing up is so important. Explaining your goals of career advancement and success can demonstrate your dedication to your work. However, if you do get to negotiate in a meeting that is explicitly defined as such, using quantitative data, along with a polished resume will set you apart from other candidates. In studies regarding managers of companies that plan to acquire others, 75% of the time, they will attempt to hire and promote in-house, due to the higher knowledge and experience with company culture. Having good relations with your peers will also be helpful here, due to the potential references.  With all of these, you should be able to present a solid case for your promotion or whatever it is that you desire.

It is important to understand that you may not necessarily get exactly what you want. Compromise may be necessary. You may not get a $20,000 promotion. But the door isn’t closed to a $10,000 promotion. The key is to avoid burning any bridges and maintain an air of professionalism with your coworkers and managers. You will have more chances for advancement in the future, but only so long as you are regarded well, and your performance is high. If you so choose, you can always seek employment or a better-paid position elsewhere. As an employee in a company being acquired, you have more options than most people do in this time of transition.

Being acquired is scary, and even scarier when you don’t know what your next steps are, or when you don’t know what may happen to your job. Use some of these tips, and it should turn out for the best.

Mon 2 May 2022
Congratulations on your firm acquiring a new company! You’ve been working towards this achievement, you have plans for change ready to implement, but what’s going to happen with your newly acquired employees?
Recently, an executive in our mastermind group acquired another firm in Toronto. The former owners of the newly acquired company were older in age and ready for retirement. 
The newly acquired company was historically making sales with ridiculously great prices (sounds like a dream, doesn’t it?). In the due diligence process, our executive learned that the technology used at the newly acquired firm could reduce his manufacturing costs by 50%. So, one of the first points of business was raising prices to normal prices in order to raise their profit. In addition to this, they hold plans to implement their technology into their current company in order to minimize their overall operating costs. 
Of course, for the firm that acquired this company, this plan looked GREAT. But, like anything else, there’s a catch. The biggest problem that managers face in an acquisition is how to effectively integrate the new team members into the new work culture.
 
Why is it important to put time and effort into integrating your newly acquired team into the new company you wish to build? 
 
Mergers and acquisitions represent an enormous operational and cultural change for employees. Culture is too often neglected. Don’t let yourself fall into this trap!
One basic problem is management’s tendency to focus mostly on changes that would help to capture a deal’s value targets (business and technology), meanwhile largely ignoring those required to maintain and enhance the company’s health… AKA, the people involved. 
And why is it so important to ensure that the people involved in these changes are being taken care of?
Easy: If you give them the support that they need, they will give you the support that you need. 
After all of the work that you’ve done, who needs a new team of employees making things harder? If you work to integrate them into your plans, they will work to integrate you into theirs as well. Remember, you’re in charge, but you need them on your side, and it will be in your best interest to begin forming these relationships as soon as possible! 
 
How can a manager effectively communicate with their newly acquired employees during an acquisition? 
A company acquisition can be a difficult and stressful time for your employees. Learn from these tips how you can help calm their concerns and guide them through the process with success.
  1. Make a plan to shape your introduction. 
 
Following an acquisition, it’s vital that a welcome message of some kind is delivered to the acquired business from the parent company. The employees of the acquired business will appreciate this gesture, and it will allow you to set an expectation for the type of relationship you will have moving forward. Consider whether or not your company is well known to the acquired employees. 
If you need to provide background information about your business and its history, now’s the time to do that. You can also let them know when additional communications can be expected.
The goal here is to acknowledge that the acquisition happened and that you care about them!
 
2. Help your employees understand what it means for them, right now. 
 
Give the employees the information they are most interested in—how it impacts them. To do that, figure out what’s new, what’s changing and what’s staying the same in the immediate future, and determine the best way to communicate this information.
To complement the larger organizational meetings and email summaries, leaders should hold face-to-face meetings with their individual teams. Here is where leaders can go into deeper dives about what the change means for their specific teams. Employees who may not have felt comfortable asking questions in a larger meeting may feel more at ease doing so in a smaller team setting.
With all change, it’s important to keep the lines of communication open after the initial announcement. As progress is made on initiatives, consider putting together quick one- or two-minute videos in which you speak to the successes made thus far and key areas of focus in the short term. Email the videos to teams, and/or host them on the company’s intranet page. These tips will allow you to create a mutual relationship with your team members. 
Leader videos and follow-up emails can contain calls to action for employees to complete surveys. Surveys can be hugely helpful in keeping a pulse on employees’ attitudes toward the change and any challenges or concerns that have come up. Employees have a different perspective than leaders, so including their feedback to continue certain initiatives and course-correct others can lead to greater success. In future communications, leaders can speak to how they’ve addressed survey feedback, which can go a long way toward maintaining employee support and engagement. At Ambition In Motion, we have created a tool called AIM Insights to help with that process.
 
3. Share your vision for the future. 
 
What is your vision for the future? 
After learning how the acquisition will directly impact them right now, employees will want to know what the future holds. You may not know exactly what the business will look like post-acquisition as many businesses need to go through an assessment period to understand if and when future changes will be made. However, be as transparent as you can. Let your stakeholders know that future changes may come down the pike and that you will provide them with regular updates. 
Figuring out the key information to communicate during an acquisition is just one step to building your acquisition communications plan. 
I’m sure you have lots of ideas. But what are the most important pieces of information you should share with your team? 
In order to effectively communicate with your team, they’re probably going to be wondering what the timeline is, what’s going to happen to them and their work routine, due diligence, and 1:1 meetings will be extremely helpful in this situation. 
After ensuring that you’ve developed your timeline, plans for the team, and the due diligence that they must complete, a 1:1 meeting with each of your new team members will help acclimate them to you and the workplace. 
A one-on-one meeting is a dedicated space on the calendar and in your mental map for open-ended and anticipated conversations between a manager and an employee. Unlike status reports or tactical meetings, the 1:1 meeting is a place for coaching, mentorship, giving context, or even venting.
The 1:1 goes beyond an open door policy and dedicates time on a regular cadence for teammates and leaders to connect and communicate.
Tue 26 April 2022
As a manager, it is imperative to maintain a constant stream of communication with direct reports. However, the phrase “information is a two-way street” comes to mind very quickly upon hearing that. A manager not only needs to communicate with employees but also needs to be equally open to communication. However, they can’t be everywhere or know everything. That’s where the term “managing up” comes into play.

Managing up is the act of communicating your work goals to your manager and clarifying your expectations from them of you so you can deliver (and potentially exceed) their expectations. However, it can be much more than that as well. Managing up, similar to a performance review, is a system of actions, or a process. It begins with anticipation, followed by clear communication, into execution. 

1.       Building rapport with your manager
The first step in managing up is to build a successful rapport with not only your coworkers but also your supervisor. Having a good rapport doesn’t necessarily mean emotional closeness or friendship. It can definitely mean that, but at large, should refer to the faith that you and your colleagues and supervisors have in each other. Understanding what everyone’s capabilities are is vital to a proper working relationship.
2.       Setting expectations for your manager
The second step in managing up is planning task completion. This can refer to a project deadline or task coordination. Once this is dealt with properly, anticipating potential problems is key. For example, let’s look at John, who has been assigned a project to create a customer database by his manager. John was able to structure and design the database properly with no hiccups whatsoever. However, when it came time to populate the database or fill the database with data, he realized that he had not been given the customer data by his manager. While yes, part of this responsibility does fall on the manager for not giving John any of the data, John could’ve also checked to see if he had the data prior to the implementation date. This is where managing up can come into play. If John had anticipated that he would need to upload all of this data into his database and that his manager had not given him this, he could’ve scheduled a 1-on-1 with his manager to discuss the problem, and gain access to the data, bypassing the problem entirely.

The key concept to understand is that managers aren’t perfect. They do not know everything, and often have several people and tasks to manage. Similar to how a probationary period is utilized by employers to evaluate potential employees and vice versa, managers oversee employees and employees evaluate managers. It is just as important for employees to give feedback as it is for them to receive feedback. Through this critical feedback, a manager can learn what problems to avoid in the future, how to better connect with an employee, as well as improve employee performance. Understanding what a manager’s priorities and goals are not only helps them in completing these tasks but also helps you gain recognition and meet with more success.  

Properly managing up can lead to increased accountability 

A manager who is extremely mentally taxed on high amounts of work tend to not be able to be as attentive as responsive to their direct reports compared to when they have the time to focus. However, if you as an employee are extremely attentive, which is indicated through your work as well as the results of your one-on-ones, it can free up some time and mental energy for your manager, which leads to a healthier and more fluid atmosphere in the workplace. 

We’ve gone on to mention one-on-ones several times but have not really gone into explicit detail on what all this entails. This meeting can go both ways, with you as an employee constructively criticizing what your manager does, and vice versa.  Important questions to ask in these meetings include some of the following: 

·         What does success mean to you? 
·         Or, what does success mean in terms of the team? 
·         Talk about how you best work, as well as what methods work well for your team or boss.  

Observe how your manager listens to what you have to say, and adapt a little. For example, I have had a boss in the past who upon hearing a problem, raced to try to think up a solution without listening to what I had to say regarding the problem. Therefore, I switched the order by stating the solution before defining the problem. Similar tactics can prove to be very helpful in these meetings. 

Managing up can also have several employee prospect benefits. Upper management will recognize and appreciate when an employee is able to give constructive feedback and fix problems before they even happen. These traits are shared by not only the best employees but also effective managers. This can lead to promotions, as well as raises, and other benefits, such as increased trust in the workplace, as well as a better reputation. 

In a poll conducted at Stride, which is an engineering firm- “When leaders up on the chain of command are given the gift of choice via communication, they tend to be more trusting.” 

This basic communication of talking to your manager can have truly powerful repercussions and benefits.                 

Managing up can be extremely difficult at first, so start by simply building a rapport and properly communicating with your peers and superiors. As long as you start with that, you are well on a path to success!

Mon 25 April 2022
Your team knows better than anyone what it’s like to work for you. But that doesn’t mean they’re going to tell you. When it comes to giving feedback, many direct reports figure, “Why risk it?” or “What’s the point?”
They’re cautious because they’ve heard about, or experienced managers lashing out, hurting people’s careers, or just plain ignoring them when they share what they really think. But it doesn’t have to be that way!
You can be a different kind of leader; one who understands that just about everything you do and say impacts your direct reports’ lives and performance; a leader who truly wants to hear their unpolished feedback; who proactively seeks out that feedback so that everyone can reach their highest potential, including you. 
 
Why is it important that managers receive feedback from their direct reports?
No one wants to offend the boss, right? But without input, your development will suffer, you may become isolated, and you’re likely to miss out on hearing some great ideas. 
The feedback you get from your direct reports can help to shape your management style, decision-making process, and the ways in which you interact with your team members. This kind of feedback can not only make you a better manager, but ultimately, it can also help to inspire a higher level of performance in your team.
So, how can you get your direct reports to give you HONEST feedback?
 
How can managers get honest feedback from their direct reports?
            Acknowledge the fear, and embrace your desire to be the best leader for your direct reports! 
            As the boss, you have to set the stage so people feel comfortable with you. You need to break through their fear. You know that everyone makes mistakes, even you! Tell them this. Explain, honestly and openly, that you need their feedback.
But at the same time, it’s important that you recognize how hard it might be to hear this tough feedback. It’s human nature to feel upset when you’re criticized. However, in order for you to be the best leader that you can be, and to help your team thrive, you need this feedback! Here are three ways to help you get there:
 
●     Establish a groundwork for high-trust feedback exchanges 
●     Conduct regular 1:1 meetings with your direct reports 
●     Use the right evaluation software: AIM Insights 
 
  1. How to establish a groundwork for high-trust feedback exchanges
 
Do you want your direct reports to give you honest feedback?
You can’t expect your direct reports to provide honest, open, and helpful feedback if you don’t provide it to them. It’s a two-way street. So take care to model best feedback practices that signal trust, respect, and fairness. 
Unless you already have a strong, trusting relationship with your direct reports, you likely won’t get far bulldozing your way straight into a sensitive task (e.g., “So, how am I doing as a manager?”). But most people, even new hires, will be comfortable and possibly even flattered if you initiate feedback exchanges over lower-stakes topics related to the team’s work. This will send a strong message that you care about, and rely on, your team’s opinions. 
Showing that you care about your direct reports through mutual feedback is essential! You won’t get honest feedback from your direct reports if they don’t feel safe. And they won’t feel safe if you react to the inevitable challenges of work-life with cringes, frustration, or anger. 
 
 
  1. Importance of regularly conducting 1:1 meetings with direct reports
With a loaded schedule like yours, you have limited time, your task list is endless and the goals are aggressive. And your calendar is already full of other meetings: Management meetings, Quarterly review meetings, Sync meetings, and much more…
But as a manager and leader, there’s one meeting you should have and follow: one-on-one meetings with your team.
A one-on-one meeting is a dedicated space on the calendar and in your mental map for open-ended and anticipated conversations between a manager and an employee. Unlike status reports or tactical meetings, the 1:1 meeting is a place for coaching, mentorship, giving context, or even venting.
The 1:1 goes beyond an open door policy and dedicates time on a regular cadence for teammates and leaders to connect and communicate.
 
 
 
  1. Am I using the most efficient evaluation software? 
What method do you use to conduct self/team evaluations? 
When conducting performance evaluations, things can often get messy. How often should you conduct them? What forms should be involved in the process? How long should it take everyone? 
Stress, no more! At Ambition in Motion, we’ve created AIM Insights, a software to help YOU conduct your evaluations with simplicity
AIM Insights is a tool utilized by fortune 500 companies to help teams set goals, measure performance, and engagement improvement, and create greater communication between direct reports and managers.
This software allows leaders to stay up to date on their direct reports’ engagement levels, productivity levels, and individual goals on a month-by-month rolling basis. 
 
How should managers respond to the feedback from their direct reports?
As a manager, it’s crucial that you respond to employee feedback. 
One of the biggest frustrations for employees who take the time to give thoughtful feedback is when this feedback is ignored by their peers, manager, or organization. Responding to feedback from your team members shows them that you take their ideas and opinions to heart.
Remember, it’s important to read, ponder and acknowledge all of the feedback given to you, but you’re not required to take all of it! 
Regardless of whether you decide to take the feedback or not, you owe it to the direct report who gave you the feedback to communicate your intentions. 
Sometimes it’s important that we have these conversations about our intentions in order to show our direct reports that we’re changing and growing every day. 
 
Example of what you might say if you choose to take the feedback: “Thanks so much for your feedback, John. You make a great point. I’m going to work on talking less during meetings and making sure others get the opportunity to weigh in. If it’s OK with you, I’d also like to check in with you in our 1-on-1s to see if you notice any progress.”
 
Example of what you might say if you choose NOT to take the feedback: “Thanks so much for your feedback, John. I’ve given it a lot of thought. While hearing your feedback about my meeting facilitation was helpful, I’ve decided to prioritize another behavior change right now: committing more time to coach the team. But it means a lot to me that you were honest, and I’m going to continue asking for your input.”
 
            Utilizing your 1:1 meetings to convey your thoughts and appreciation of your direct reports’ feedback is a great place to start! 
            Good luck! 
Tue 19 April 2022
Congratulations, you’re in charge of your team now! The dynamic at work is changing, but don’t worry, you got this! 
If you want your direct reports to respect you, it’s important that you first show them the respect that they deserve. 
Actively treating all of your workers fairly, demonstrating your value for them through your words and actions, listening to their concerns and addressing them as best you can will set you apart as a leader that they can trust and respect. 
Garrett Mintz, founder of Ambition in Motion, discusses the way that the best leaders are the ones who dole out credit and take accountability for things that don’t go the way that they’re supposed to. 
“It’s a beautiful thing when the leader doesn’t care who gets the credit,” said in a TikTok duet about leadership with Garrett Mintz and Josh Lewis, Management Consultant.
 
=> Want more videos like this? Join our Mailing List to be part of our Executive Mastermind Group. Click the link to sign up for our newsletter: https://buff.ly/3FZfhcq 
 
            At Ambition in Motion, we don’t control the content of one’s work but we can have an impact on how people interact with each other at work. 
            At your company, you are in charge of your direct reports! The respect that you receive from them must be earned, and it begins with your ability to be confident in your actions and malleable to your new work environment. 
 
How can I get my direct reports to respect me as a leader? 
-       Give out Credit 
-       Take Accountability
 
What does it mean to take accountability? 
            Being “accountable” is more than just taking responsibility, or being reliable. 
Several veins run through a truly accountable leader. 
Accountability is a skill that requires leaders to own up to a team’s actions, decisions, and mistakes. It’s also the ability to follow up on the commitments you have made within an organization and its people. 
As a leader of others, you are actively representing your organization, and promoting the quality of work that you aim to produce and to be produced by others. When things do not go according to plan, take the initiative to be the first to shine a light on the opportunity to grow, as a team.
 
What does it mean to give out credit?
            The best leaders give credit to others, they don’t take credit for themselves. 
            When you represent a team of people, one of your biggest goals is to encourage them to be the best that they can be. Just as your team is learning and growing, you are also learning how you can help them best grow and reach their highest potential by remaining malleable to their work processes. Every member of your term plays an important role in the execution of your overall goal; the more respect and power that you give to them, the more success you will find. 
            However, mistakes happen. A leader who assumes the blame, and passes the credit, send a message that mistakes are OK and that when they happen, it will be an opportunity to learn and grow. By inspiring those in your charge, your employees will emulate your best traits, which will include assuming the blame for themselves.
            The best leaders inspire others and give credit. 
 
Why is it important that I give credit and take accountability?
            Giving credit and taking accountability sets yourself apart from the team, as a guide toward your team’s overall success. The more emphasis that you put on guiding your team, rather than showcasing your leadership (by taking credit or blaming others for mistakes), the more respect you will gain from your direct reports. Check out these leadership tips: 
 
  1. Encourage your team 
            Earning your team’s respect starts with building a trusting and positive community within the team. 
Encouraging and promoting others to do their best and work together also boosts productivity because it makes employees feel less isolated and helps them to feel more engaged with their tasks.
By creating a positive and supportive work environment, your direct reports will not only trust and respect you, but they will also work harder to produce good results as they aim to live up to the high standards that you hold for them. 
 
2. Recognize and praise good work
Although it’s important to give credit to your team, public praise is great for both recognition and learning. When you publicly share specifically what was great and why it was great, not only does it have more meaning for the person being praised, but it helps the whole team learn something new.
Remember to provide details about what the person did, the impact, and the context so that the whole team learns.
When you recognize good work, you remind your team what you’re working towards, and what they’re doing right, which in turn, inspires them to keep doing better. This plethora of inspiration and praise allows for a more open-minded environment for idealization between you and your direct reports. 
Looking for a more efficient way to evaluate performance reviews within your company? Ambition in Motion offers the software, AIM Insights reports, ensuring visibility over all ongoing activities: task performance, manager performance, organizational citizenship, team performance, and goals for direct reports. Click here to learn more about how you can simplify your performance review process! 
 
3. Correct in private
Although praise is an extremely important part of your relationships with your direct reports, it is normal for things to go wrong sometimes! However, it’s important to correct people’s mistakes in private, and then later emphasize to the team what they should avoid, without calling anyone out personally. 
Private criticism is important in order to be kind and clear. Radical Candor is not the same thing as “front-stabbing”, and it’s much kinder to criticize someone in private. 
Public criticism can feel unnecessarily harsh. Private criticism will also be clearer because it’s much less likely to trigger a person’s defense mechanisms.
 
4. Acknowledge workplace adaptation
Yes, you have new direct reports! 
Yes, the workplace dynamic is different now. Own it! 
As a new manager, it’s important to remember that just as your team is learning to adjust to you, you are also learning to adjust to them and your new position.
Do not be afraid to emphasize this learning curve to your team. In order to create a culture of respect that encourages growth and high levels of success, it’s your job to make learning a part of your daily routine in the workplace. 
Learning helps people keep a broad perspective. 
An important part of your job is to know that your direct reports are counting on you to guide them. When mistakes are made, it is no one’s fault (including you), but as a manager, you make a promise to your team to lead them in the right direction as best you can, meaning you must learn to take accountability for team mistakes. However, this is a positive part of your job! Not only will you take accountability for mistakes, but you will do it with pride, and emphasize a learning curve in everything that you do, and everything that your team does; mistakes are OK! 
 
5. Be transparent about your motives  
            Transparent communication is the act of both good and bad information being shared upward, downward, and laterally in a way that allows all to see the why behind the words. 
A workplace with transparent communication is a more collaborative and trustworthy workplace, with information being openly shared between employees and across levels of the organization. 
Transparent communication also allows employees to be more innovative since they are more informed. Additionally, transparent communication encourages others to communicate openly and increases the sharing of ideas. 
When transparent communication is present between you and your direct reports, you allow the workplace to be collectively informed about the true happenings within the organization in order for them to align their actions accordingly, ultimately making your job easier and removing any confusion about the team’s overall goals.
 
 
            These leader tips will help you set the grounds for a positive, encouraging work environment. 
Real accountability requires leaders to take responsibility and pride in the art of encouraging and guiding their employees. Being an accountable leader is not as easy as it may sound, but it is necessary to bring genuine value to your team of employees and your organization as a whole. However, taking responsibility and giving out credit whenever possible will set you apart from other leaders, and enable your direct reports to respond positively to your leadership.
Mon 18 April 2022
What is a performance review?

Performance reviews are periodic processes in which you as an employer, or a manager, document and evaluate your direct reports’ work in a set of given time. These can feature either qualitative data, quantitative data, or a combination of both. An effective performance review recognizes both strong and weak areas of performance, provides solutions to some of these areas deemed to need improvement, and sets goals to achieve by the time of the next performance review. 

The term “Performance Review” primarily refers to the documentation or analysis involved in evaluating an employee’s performance. However, as mentioned before, the ideal review is also a process. Therefore, the term also includes any meetings or discussions in relation to this evaluation. 

Why is a performance review important?

Performance reviews are extremely useful for a company due to the potential impact that they can have. Through an effective review, a manager can successfully have an intentional conversation with an employee and help improve performance, and more importantly, keep a stream of feedback between the two tiers of hierarchy.  Compounded with regular discussions about employee progress, an individual can feel much more satisfied in knowing how their supervisor views their work, and how they can progress.

When should a performance report be written?

Many managers often struggle in recognizing when to write a performance review. To properly identify when to write such a device, it is important to realize the concept of Recency Bias. Recency bias is defined as a cognitive bias that favors recent events over historic ones. An example of this would be how a lawyer’s final closing argument in court is said to be one of the most important moments in law due to it being the last, and therefore favored, event that the jury hears prior to being dismissed to deliberate.

 To put this into the context of business, imagine that a worker has completed a very important project in January, with constant work through the rest of the year, and a below-average performance in December. Should a manager write this employee’s performance review in December, what would be the first thing to go through their mind? In most cases, it would be the latest event, which in this case would be the aforementioned poor performance in December. The report would probably focus on this, and therefore, would not be a good metric to evaluate an employee with.  Therefore, it is extremely important to remain cognizant of this bias and recall the other tasks, in this case, the project completion, and add them to the review. A performance review that is clear of recency bias is much more reliable, and also more accurate.

Once you have identified the concept of recency bias, and have taken steps to ensure avoidance of such, you can write this review at your convenience. Performance reviews are best written at the conclusion of a financial or business year but can also be written more frequently as well to create a constant stream of feedback – for leaders using AIM Insights, the data is optimized for monthly reviews. Regardless of when this report is written, it should not be the sole way that an employee is evaluated. The key thing to remember here is that an employee has no way to improve without receiving feedback or constructive criticism. If someone doesn’t know that there is a problem, how would they be able to fix it? The same applies to the employee review. Provide feedback, whether it be through a Slack message, or a text, or even a chat over coffee. This way, an employee would not get blindsided by a bad review. 

How should a performance review be conducted?

Ideally, a review is started from the very beginning of the period to be evaluated and defined by management. This boils down to recognizing what an employee has been assigned, and then what they are completing. Workforce performance management software such as AIM Insights can be used to help automate this process. The primary responsibility of the reviewer is to take notes throughout the entire period to ensure the best possible review. This helps with avoiding the aforementioned recency bias conundrum. As mentioned before, this review should be compounded with regular conversation or meetings, to allow for improvement. Once it is time for the actual written report, use benchmarks and performance indicators. In some businesses, it may be the number of sales, or the number of customers recruited. Regardless, quantitative data is objective, and can often assist in writing the rest of the report. Use thresholds and compare them to the employee’s progress to determine acceptability.  

After this review is written, a meeting should be set up to discuss this with an employee, with prior delivery of the review. While this discussion may be difficult, it is important to recognize that this is to help improve performance, as well as employee mood. Remember, keep it constructive, juxtaposing both praise and improvement recommendations. With these tips, you should be well on your way to writing the perfect performance review. Best of luck!

Mon 11 April 2022
Last week I hosted an executive symposium with local leaders on How to develop leaders in your organization. Shortly after the panel discussion started, a new topic emerged: who is in charge of building culture within an organization? This revealed some interesting disagreements between panelists, and so we explored this topic further. 

One of our panelists was Herb, an executive coach and former COO of a major healthcare system. Herb posited that culture-building originates with the CEO and trickles throughout the organization.

Mindy, another panelist and Chief People Officer at a venture capital-backed software company, partially agreed, but expanded the role to include the rest of the executive team. She believes that it starts with the executive team and then needs to be effectively communicated throughout the organization.

And Bernie, the CEO of a small construction company, went further. He argued that everyone helps build the culture of the organization.

CEO, executive team, or everyone at the company? Which of these arguments is actually right? I decided to seek input from the broader community to find out more. 

I conducted a modest-sized poll on LinkedIn and asked them who was responsible for building culture at their work. I heard from over 150 professionals, and the consensus pick was that everyone is in charge of building the culture – i.e., they agreed with Bernie.

But are they actually right?

Bernie is the CEO of a 25-person company. He uses quarterly meetings to bring the entire team together to reevaluate their core values, core focus, and goals, and he finds this to be an irreplaceable part of his company culture.  

His fellow panelists, Herb and Mindy, pointed out that a 25-person company can handle an activity like this, but scaling that concept up to hundreds or thousands of people is not feasible. Either nobody gets heard, or the process rapidly grows cumbersome because the time to review each person’s perspective takes forever. 

Furthermore, Mindy argued that an executive team should already be having these conversations regularly and connecting with each other as core values or core focus change.

Herb pointed out that having a CEO who prioritizes and values these regular meetings isn’t always going to be in the cards. Instead, many companies rely on standard operating procedures to be profitable. By plugging people into roles and following the company guidelines, the company should still be profitable for those roles, regardless of any specific employee’s unique contribution.

But, for a culture to adapt, scale, and thrive, there needs to be a CEO who is cognizant of the need to actively adapt and reevaluate culture if the company aims to constantly drive forward.

Herb subscribes to more of a command-and-control leadership style from the CEO position, but Bernie and Mindy disagreed with that prescription.  They argued that the responsibility to identify the proper pivots and seek new ideas is a shared task, not exclusive to the CEO. 

One thing that everyone could agree on was that there is no one-size-fits-all solution for building an effective culture, but whatever culture you have built, it must be readily understood, inspiring, and not general and exclusively aimed to benefit the organization.

What does this mean?

By “general and not exclusively aimed to benefit the organization”, means that the culture can’t simply be: 

‘Our mission is to grow and be the best',

or ‘We aim to deliver returns for our shareholders and increase the return on investment from our business development efforts'

or ‘We strive to be an ever-evolving company that constantly does better work for our clients’.

These types of generic or self-serving visions for a company’s culture lack substance, and the employees can tell.

By “readily understood” and “inspiring”, this means that the culture needs to be about something greater than the individuals in the organization or the organization itself. It needs to be about something greater; a culture that, with the support of others, with consistent reminders about what everyone is doing this for, and with flexibility for adjusting as new information comes to light, can potentially come true inside that company. 

For example, Bernie’s vision is that we exist to improve people’s lives. We collaborate with like-minded clients, design firms, and trade partners on the construction of unique spaces. We operate with humility, curiosity, diligence, and confidence. We believe our success will continue as we put others first, remain perpetually relevant, and execute best practices. We believe in a better construction process, one where you will LOVE YOUR HOME AND ENJOY THE JOURNEY.

Personally, I liked Bernie’s vision, but some aspects felt a little generic. Contrast this with Mindy’s vision, which spoke more strongly to me, particularly because it was shorter and more clear while still being aspirational.

Mindy’s vision is a world where the vast majority of people are excited about going to work. When they are there, their expectations meet reality, and when they come home, they feel fulfilled. 

Her team’s cultural norms and rituals are based on this higher goal of helping people enjoy work more. Because of these efforts, their team is amenable to the times when they need to put in the hard, extra hours because their work fills their cup instead of emptying it. 

When Mindy’s team loses their North Star (e.g., feelings of burnout, confusion, frustration), they can refer back to their vision for inspiration or use that vision for reason to gather clarity. Her team’s vision is for the vast majority of people to enjoy their work; when a team member feels the burnout, they feel empowered to speak up about it and try to address the issue rather than quietly applying for jobs outside of the company in search of greener pastures.

If you feel like your company’s culture falls into this overly general category, or isn’t particularly inspiring, or isn’t reminded to you consistently, that’s an okay thing to feel and perfectly normal. But, it doesn’t mean that you are powerless to do anything about it.

One of my biggest takeaways from the panel was that although the CEO and executive team may be the core people coming up with the vision, everyone is required to set and reinforce the tone of the culture and the vision set forth. CEOs and executive teams are burying their heads in the sand if they think that culture only goes top-down; culture-building is a team exercise, and nobody is on the bench.

This means that if you are confused, concerned, or unclear as to your company’s culture or vision, you should broach your leadership team for guidance or ask to set a plan. If your leadership team does not have a vision, the first step starts with you.

I hope you enjoyed learning about one small insight from Ambition In Motion’s first Executive Symposium. If you are interested in attending any of our future Executive Symposiums or learning about our Executive Mastermind groups, please feel free to reach out to me on LinkedIn. 

 

Mon 17 January 2022
Leadership is an aspect of work that is about to have a major overhaul. It is a skill hardly covered in higher education, yet people are expected to step up when their name is called to fill in management positions. 

Many universities have downgraded Management from being a standalone major to a co-major or a minor. When I was a student, I didn’t think much of this at the time, except for the fact that this decision dissuaded fellow business students from pursuing the field of study because it meant doing just as much work as a normal major but having the label as “co” attached to it, making the degree seem less significant. 

From my understanding, their reasoning was that most college students aren’t hired for management roles right out of college, so other degree fields are more immediately relevant to employers making hiring decisions. The notion was that these young professionals will learn and develop management skills as they enter the workforce and be ready to step up.

The issue with this mode of thinking is that most companies promote based on individual contributions within their role, and they provide little guidance to middle-management on how to be an effective leader. On top of that, the skills that make somebody a great individual contributor are not the same as the ones that make somebody a great manager. The result is burnout, and not just for the managers. Both employees reporting to untrained managers and the managers themselves suffer from the stress. A new manager that’s in over their head can go wrong in a variety of ways. They might expect their new direct reports to all perform at the same high level that the manager (thinks) they did at the time. On the other hand, they might fall prey to ruinous empathy. They want to be the cool, approachable manager, but they lack the skills to maintain discipline and have direct, potentially uncomfortable conversations with team members. This stress feedback loop between managers and direct reports rapidly degrades engagement and company culture. 

A recent Gallup report found that burnout for people managers increased from 27% in 2020 to 35% in 2021. The effects of manager burnout are distributed across a whole company. Frequent turnover and changes in leadership completely erodes psychological safety in employees, which in turn contributes to more turnover. These feedback loops are insidious problems and only grow more difficult to fix as they gain steam. 

The point is that companies need to begin thinking about increasing their training and development resources for their mid-level managers if they want to be a viable business in the years to come. The cost of hiring, training, and then re-hiring digs too much into the narrow margins most companies have allocated for maintaining long-term profitability. And for companies that are breaking even, getting started now is imperative!

When reviewing whether the company found the right manager (hired or promoted), sometimes you find it didn’t work out. It is too easy to simply chalk it up to “poor fit” or that the person did a bad job. This lets the company off the hook for their hiring choice when there’s another side to this story. The manager that didn’t work out in that position may think that “the company didn’t give me the resources to be a good manager and put me in a position to fail”. 

The truth is probably somewhere in the middle. 

I believe that being a really good manager isn’t some inherent skill that people pick up naturally. It is a learned skill that can be developed and honed over time. And this skill can’t be learned in sprints; it’s learned through a marathon of consistent, focused practice on improvement. Consistency is the key. 

When people talk about their boss being a “bad manager” and vent about all the bad things that their boss is doing, I would care to argue that in almost every case, the manager is not intentionally being a bad manager. Nobody comes to the office thinking “how can I ruin your day?” and then just go ahead and do it. Pure intentions can’t hide the effects of poor execution. 

People have off-days. 

Whether they are burned out from work, stressed out from something personal, or just on edge and unsure why, people have off-days. When you are an individual contributor, having an off-day is easier to keep to yourself. It’s easier to mostly contain that negativity, or at least keep it from being an issue for your coworkers. 

But, when a manager has an off-day, there is a magnifying, exponential effect because they have an opportunity to negatively impact everyone that reports to them.

If you string enough of those off-days in a row together, you create a toxic culture. And, unsurprisingly, toxic cultures don’t make off-days less frequent. If you are a new manager, and things aren’t going how you planned, this can be deeply frustrating. You didn’t intend to create a toxic culture, and your work style and preparation didn’t change from being a great individual contributor, but your performance as a leader of people continues to dwindle. The most important thing you can do is to start working on improving it now.

So, here are a few things you can do to maintain your A-Game as a leader.

Read Leadership Books (least expensive)

To know what a good leader does on a regular basis, it is important to learn from those that have studied the best leaders. There are about a million of these books, but to get you started I’ll share a few that have influenced my thinking. I am a big fan of Simon Sinek’s Leaders Eat Last, Dale Carnegie’s How to Win Friends and Influence People, Jocko Willink’s Extreme Ownership, Brene Brown’s Dare To Lead, and Kim Scott’s Radical Candor. Eventually, you’ll have your own list of the books that most influenced you on your path to becoming a great manager. 

Join an Executive Mastermind Group (moderately expensive)

Executive Mastermind Groups can vary based on industry and title, but in general, they are a group of leaders coming together to learn from each other, share their challenges, and identify solutions to the challenges they are facing. They are a great outlet when you want to have a sounding board outside of your spouse, friends, or coworkers. My company, Ambition In Motion, actually runs executive mastermind groups, both for executives and middle managers – if you are interested in learning about them, feel free to reach out. The way I look at it is that we, as leaders, are all scientists testing hypotheses and trying to find the best ways to lead our teams. 90% of what we try probably won’t work, but these mistakes teach us how to get better at finding that last 10% that’s your key to success. If we can all bring our failed and successful leadership experiments together, we can exponentially improve our leadership and speed up our learning curve.

Review your team’s data (moderately expensive)

In my last article, How to Have An Effective 1:1 with a Direct Report, I wrote about how to have an effective 1:1 and what metrics can help you understand whether your message is getting through to your team. You need to be sure that your message is being received the way you intended. If you can understand how your team is receiving you as a leader through data, you are much more likely to make tangible improvements as a leader over time than if you aren’t measuring anything at all.

Get an executive coach (more expensive)

Getting an executive coach can give you a ton of personalized attention and focus to pinpoint the exact area you are challenged with. Executive coaches can question your way of thinking and acting and reframe your leadership style to serve your team in more impactful ways. 

You can also combine all of these suggestions together to give yourself the best opportunity to improve.

Overall, leadership is undergoing a major overhaul and as current or future leaders, we must take steps to prepare ourselves for what is to come so we can lead our team the best we can.

 

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