In many cases, the flurry of DEI-related activity in 2020 has been healthy, productive, and long overdue. If you're struggling with creating a diverse, more equitable, and more inclusive organization, read on for tips and strategic advice to help you on this journey.
Traditional gender roles still hold firm in most financial institutions and large purchasing processes and experiences. However, in today’s highly competitive market, financial services organizations need to take practical steps to serve female investors more effectively. The institutions that win with (millennial) female investors will be unstoppable.
Believe it or not, along with discomfort comes opportunity – because we are forced to think in a new way and push ourselves to find a solution we didn’t see initially. And that’s the path to a breakthrough.
Collaboration is powerful. You just have to be wiling to loosen your grip on being right. You need to enter a conversation ready to receive others’ ideas and then layer your thoughts on top of them. By approaching a conversation this way, you’ll wind up with solutions you never thought of before.
When smart and agile leaders lead with vulnerability and heart, they change our relationship with work forever. If the current crisis leads us to a more engaged workforce, that would constitute one positive outcome.
Jim Haudan speaks with Dr. Rick Lofgren, president and CEO of UC Health, and Charlie Piscitello, chief people officer at Acutus Medical, Inc. to get their thoughts as how leaders can best lead during challenging times.
During large-scale change, being nimble is key. You must be know your Why, but be prepared to adjust your what and how as new challenges arise. Let your purpose, your why, guide you and your people to achieve long-term success in the end.
Recently, Root Inc. co-founder Jim Haudan met via video conference with Jim Boomgard, president and chief executive officer of DAI: International Development, and Joe Morgan, seasoned CEO, advisor and strategist, to get their insights on leadership during the Covid-19 crisis.
Prior to COVID-19, the broader talent community was already migrating toward blended programs of in-person, virtual, and digital modalities. The current situation has put a spotlight on the need to rethink how organizations come together to develop their capabilities and skills.
Today I'm discussing change & consistent CX. Today you need to either keep pace with change or risk failure. And when it coems to CX, organizations need to be consistent because the experiences created for customers are the pathway to success or failure.
The best chief strategy officers I engage with today are not only analytically brilliant, but they are also world-class storytellers and architects of change plans to evolve culture or build new organizational capabilities.
Decision-making within an organization can be a sticky subject. Emotion and opinion are at play, which can cloud facts and impede forward motion to the end result. Here are some tips to help you achieve collaborative decision-making.
You know that co-worker whose inbox is always empty? How about the one who never fails to do the pre-work before training sessions? Or, the one who gets their expenses done before the plane even touches down on the tarmac? You know… those stunning overachieving masters of productivity that you love to hate? Add the … Continue reading “6 Secrets of Mega-Productive Managers”
“There aren’t enough hours in the day.” If I had a dollar for how many times I hear this – especially at work. Many of us stress out about completing every last item on our to-do this, as if the world will implode if we do not. We skip lunch. We work late. Sometimes, we … Continue reading “It’s About Time to Get Realistic… About Time”
A new year conjures images of a fresh start in almost every aspect of our lives. While it’s no secret that I’m not into the whole idea of New Year’s resolutions, I do believe that the beginning of a new year offers huge opportunity. It’s a chance to look at things with a fresh set of … Continue reading “New Year = New Perspective For Managers”
Employee engagement is often a term thrown around organizations (sometimes much too loosely) with very little behind it. True engagement isn’t just a box you check on some random human resources form. It’s something that has to become part of your corporate culture and MUST be based on strategy. You can’t just pull an I Dream … Continue reading “Don’t Just Engage Employees, Strategically Engage Them!”
Just the title alone makes you cringe, doesn’t it? Are you already scared for the poor associates that have to endure a customer who refers to himself as a customer experience connoisseur? I, too, feel for some of the customer experience associates that have to deal with me but I promise that my intentions are … Continue reading “A Customer Service Connoisseur Goes Shopping”
I’ve just finished reading yet another article on how to hold good meetings. If you are anything like me you don’t find the topic all that exciting but are searching for that elusive holy grail of how to “give good meeting.” Are you spending most of your days in back-to-back meetings, leaving post-work after hours … Continue reading “Another Meeting?!?”
I recently read Fast Company’s publication of Tony Hsieh’s email to all Zappos employees entitled “Adopt Holacracy or Leave.” I love how progressive Tony is with his business model and management thinking. Even more, I appreciate Tony’s gentle demeanor blended with his blunt honesty. Tony has a vision for creating self-organizing and self-managing business-centric groups at Zappos. His … Continue reading “Are Managers Dead?”
In case you’re not familiar (is that possible?), Monster.com is a global online employment site for people seeking jobs and the employers who need great people. It also happens to be how I found my job at Root. Anyway, on their worldwide network, Monster sees 7,900 job searches conducted per minute. Yes, MINUTE. As in about 132 job … Continue reading “The Deal with Hostile Bosses”
Let’s be honest, managing people is no simple job. In fact it’s one of the most difficult roles to excel in, and there is no single recipe for success – no book, no program, no “silver bullet” that can prepare someone to master the skill-set quickly. Why? Because we are talking about leading human beings … Continue reading “You want great managers? Focus on the fundamentals.”
Is your technology working for your team as much as your team is working for you? If you have any doubt that the lines between your team’s personal and professional lives are being seriously blurred – if not erased altogether – consider these recent statistics: The average worker checks email on his/her mobile device just … Continue reading “Is Your Technology Working for Your Team?”
I’ve just returned from a once-in-a-lifetime experience – the Olympic Games in my home country of Great Britain, and I’m still buzzing with pride, emotion, and an unforgettable feeling of goodwill and bonhomie towards, well, everyone! It sounds corny, but it was truly exhilarating to be part of the Olympic movement as a spectator and … Continue reading “The Olympic Opportunity for Managers”
There are few things in business more important than having the right people in your company and ensuring that those people are set up for success – not just for individual success, but to help your company achieve its strategic goals. All too often, we hire new people with great excitement and anticipation only to … Continue reading “I really like him! Let’s hire him!”
Woody Allen was right. It’s unfortunate how often I’m disappointed when I try a new service provider (restaurant, other retailer, hotel, etc.). In some cases, I continue to be disappointed with the vendor, but I stay because it’s too much effort to switch (phone or cable company). My disappointment is the result of the vendors’ … Continue reading “90% of Life Is Just Showing Up”
Most people in their professional careers aspire to be managers. But when that day finally comes, most people are woefully unprepared for the myriad activities that we must be responsible for – including the well-being and development of the team members we are managing. Learning to be a good coach is one of the biggest … Continue reading “Lots to Do When You’re a Manager – Make Your Life Easier”
In April 2011, I completed a 90-day sabbatical with the National Outdoor Leadership School (NOLS) in Chilean Patagonia. Root – just like HBR’s April 2012 article titled “Wilderness Leadership – On the Job” – recognized the value for me becoming a more effective people manager by navigating waterways and mountains with a small team. NOLS’ guiding principles and … Continue reading “Managing People and Results? Self-Care Should be Top Priority”
Research shows that managers are the most important drivers of employee engagement, and that engaged employees create loyal customers. But front-line managers are “the ‘least ready’ workgroup in the company, even less capable than their entry-level employees” (Bersin & Associates). Without a strong development program, people learn to lead by chance. And these are the … Continue reading “Front-line Managers – Your Weak Link?”
Despite different organizations and different industries, despite different backgrounds and different tenure, I can always find one common thread in any group of managers. Of the hundreds of managers I’ve had the opportunity to coach this past year, all of them would give anything to have more time. It’s easy to agree that certain skills … Continue reading “A Manager’s Greatest Plight – The Relentless Pursuit of More Time”
There is a lot of advice out there for leaders – books, presentations, and blogs (ironic, I realize). In many cases that advice is meted out based on specific circumstances, such as going through a merger, entering a new market, or facing unprecedented economic challenges. That doesn’t even guarantee the advice will work for your … Continue reading “What Does It Mean to Be a Leader? Cutting to the Chase”
I was invited to speak with a networking group of HR managers on the topic of improving employee engagement in their organizations. I expected to have a conversation about best practices, so I prepared accordingly. I quickly realized that this group already understood the best practices, but they weren’t effective in launching their initiatives. These … Continue reading “Influencing Up”
Last time, I was on the verge of berating and possibly insulting every training professional reading this blog. Now that I’ve calmed down a bit, let me explain what caused my tirade last week… I was having a conversation with a client about a training program. The objective was to design materials that would train … Continue reading “Hey Trainers! Stop Shooting All of Us in the Foot! Part 2”
After years of being a training professional, advocating for training professionals, and working with them as a consultant, there were two recent situations that caused me to finally snap (for those who know me, this is no easy feat). Let me give you some background first… I often peruse the message boards on training-related websites, … Continue reading “Hey Trainers! Stop Contradicting Yourselves! Part 1”
A couple of weeks ago I was hosting a session for managers here at Root’s Corporate Headquarters in Sylvania, Ohio. We got to a part of the program where we talk about the importance of managers being able to connect their teams to the big picture of the business. And we’re not talking connectivity by … Continue reading “Managers: A lesson from Facebook”
I’m fresh out of a client meeting, where the head of learning and training across the table from me stated, “We need to re-organize our curriculum. It’s all over the place.” I nodded my head in agreement. This is not the first time I’ve heard this plea. eLearning has been around for nearly two decades … Continue reading “The Learning Buffet”
For many, compliance courses (sexual harassment, diversity training, loss prevention, etc.) are the equivalent of mandatory updates to the home. Sure, you have to ensure the attic is properly insulated, but isn’t it a lot more fun to renovate the kitchen or install that new surround-sound system in the family room? Often, these training courses … Continue reading “Ditch the “Duhs” in Compliance Training”
We recently asked futurist Dr. James Canton about trends for 2011 in our last issue of The Watercooler, and he suggested some new ways for leaders to lead. In my opinion, the mentality that leaders and managers need for the near future and beyond is one of “don’t tell – ask.” The manager of the … Continue reading “The “Manager of the Future” – the Future is Now”
While this adage may have worked in Field of Dreams, a recent project helped me learn that it ain’t necessarily so. It also highlighted the role, and importance, of insights in problem-solving. What is an “insight”? An insight is an observation that matters. It’s something that can inform the way you think about a problem … Continue reading “If You Build It, They Will Come”
Our clients often come to us with questions like, “How do we engage our people in our strategy?” or “How do we get people to understand the Big Picture, and where they fit?” or “How do we get our different business groups working together to produce greater results?” Do these questions sound familiar? Creating a … Continue reading “Learning With Game Theory”
Over the past year or so I have heard many clients talk about their increased focus on the service profit chain. While I have heard it described a variety of ways most companies are paying close attention to 3 key links: Engaged Employees Produce Satisfied Customers Resulting in Increased Profits Based on my experience these … Continue reading “Great Managers: Are They The Missing Link?”
I’m a big fan of TED. If you know what TED is, skip down to the next paragraph. If you aren’t aware, TED is a small non-profit dedicated to allowing individuals to share ideas worth spreading. It’s like a central repository for really great innovations. Individuals get a platform to share their stories and ideas … Continue reading “Learning happens. Anywhere. Anyhow. And with anyone.”
As learning designers, it is our duty to present the material in a way that will allow learners to learn effectively. The presentation of information must be tailored to fit various learning styles, because every learner is different. But what is the best way to do this? Our approach to learning is based heavily on … Continue reading “Designing for Different Learning Styles: Follow-up”
How ABC’s Hit Show, Extreme Home Makeover Gave Me Insights to Efficiencies and Strategic Engagement Extreme Home Makeover recently came to our city to film an episode. For those unfamiliar with the program, basically a deserving family is surprised one morning to find the show’s charismatically, hyper host telling them to vacate the house because … Continue reading “Good Morning, Management Family!”
In a previous life I taught beginner martial arts classes for adults, and also-on days when my karma was in particularly bad shape-for preschoolers. Which basically constitutes the two most uncoordinated demographics of people whom a martial arts instructor could ever be asked to train. And instead of keeping you in suspense for the entire … Continue reading “Metaphors: Like a Kick to the Head”
Have you ever been invited to help co-create a solution? It can feel daunting whether you have a whole day to discuss the issue and come up with an appropriate and effective solution or just an hour. The big question is always – where do you begin? Most people want to automatically go to “solution … Continue reading “Don’t Put the Cart Before the Horse”
This little nugget of wisdom baffles me: “You can’t have your cake and eat it too.” Why? Is there anyone who ever had cake who wasn’t able to eat it too? It doesn’t make a lot of sense, and I would counter that you can in fact get everything you want. As I write this … Continue reading “I Want Cake, and Yes, I’ll be Eating It Too”
The Context I was watching my nephew as he struggled to complete his reading assignment for the night. The assignment was to read one chapter and write a short paragraph summarizing what he read. I sat down next to him and asked if he needed any help. “I hate reading! I always have to read … Continue reading “Different Learners, Different Learning Styles”
Does it seem that all the e-learning you see is “cookie-cutter” – based on classical instructional design that is rigid, with minimal interactivity? We look at drag and drops, matching, quizzes, and other methodologies as a way to effectively engage users in content. If only learning were so simple! Often, we forget about the subtleties … Continue reading “The Seductive Detail!”
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