Blogs

What If We Activated Strategy Like We Activate Brands?

Changing People’s Behaviors to Activate Strategies at Scale Super Bowl commercials. They’re 30 seconds long and cost $8 million. Yet there is plenty of willingness by companies to pay this

Blueprints and a hard hat in the foreground with a major infrastructure project underway, illustrating disciplined strategy execution.

Strategy Isn’t the Problem. Execution Is.

I keep seeing the same pattern across organizations. It’s not a lack of strategy. It’s not a lack of ambition. And it’s not a lack of investment. It’s execution. Leadership

Growth Strategy, GenAI, and Sleepovers with Grandparents

I have the privilege in my role of facilitating more than 20 strategic planning and alignment sessions a year with various senior teams, and the even greater privilege of raising

Driving New Behaviors: The Key to Operating as One

This is part of a series of articles written by Aastha Minocha (Principal, Health Transformation) and John Schantz (Managing Director, Strategic Accounts) focused on the topic of Strategy Activation. Part

Starting a Movement

This series of articles is focused on the topic of Strategy Activation. It is based on conversations that Aastha Minocha (Principal, Health Transformation) and John Schantz (Managing Director, Strategic Accounts)

The Strategy Activation Zealot

Zealot is a strong word, but over the last 25 years, I’ve become obsessed with understanding how to help organizations activate their growth strategies and help people achieve their full

A Roadmap for Creating Shared Meaning

This series of articles is focused on the topic of Strategy Activation. It is based on conversations that Aastha Minocha (Principal, Health Transformation) and John Schantz (Managing Director, Strategic Accounts)

Leading Through Uncertainty | Authentic Presence

This series of articles is focused on the topic of Strategy Activation. It is based on conversations that Aastha Minocha (Principal, Health Transformation) and John Schantz (Managing Director, Strategic Accounts)

Unlocking Your Potential

Your pride is lying to you. It’s telling you things like, “I know what I’m doing,” “I’ve heard that before,” and “I’ve been there, done that,” when actually, you have

It’s Time to Stop Measuring the Engagement of Our People 2.0

I know this sounds drastic coming from someone who wrote a book on the art of engagement and who has said many times, “The things that get measured get done.”

The Strategy Activation Leader

In my experience, strategy is about building new enterprise capabilities – new capabilities that, when brought to market, can unlock new revenue streams, help optimize cost, and drive margin expansion.

Successful Strategy Activation is All about Behaviors

The purpose of strategic planning is not to make plans. It is to change the way that we think and act. If newly formed visions and strategic plans are intended

Inside the Art of Thinking Together

You can increase the candor, authenticity, and generation of innovative ideas in your meetings if you truly focus on the art of thinking together. William B. Isaacs, author of an

From Buffy to Business: How the Vampire Slayer Taught Me that Starting at the Beginning is Key to Your Strategy’s Success

At the risk of dating myself, I’ll share that when I was in high school, the wildly popular television show Buffy the Vampire Slayer was coming to an end. If

Two individuals discussing market forces

When Story Leads Strategic Engagement: The Modern-Day Campfire

At the “campfire!” For centuries, humans have gathered around campfires to share food, drinks, and stories – stories that compel us to connect, empathize, learn, and reach higher. They have

The Role of Risk Alignment in Great Team Decision-Making

Hundreds of books have been written about leadership and high-performance teams, but rarely do they adequately address the art of great decision-making. But one very important aspect of governance for

Cracking the Code: Improve Performance Through Pattern Recognition

The pattern is everything. In the movie The Imitation Game, a young woman makes a joke about a pattern in the code she intercepts from a particular German radio operator.

Sharing Your Stories Builds High-Performing Teams

A number of years ago, when Clemson University’s football team was in the College Football National Championship game, I caught a pregame story about head coach Dabo Swinney. As I

Get to know Root, a part of Accenture

Root, part of Accenture, brings deep expertise in Strategy Activation. Working across industries, Root uses unique visual tools and methods to engage all levels of an organization and align, implement,

The Thirteen Key Behaviors of High-Performance Teams

Any organization that wants to change, transform, or grow beyond market rates requires, first and foremost, a high-performance senior team. When the next-level-down leaders of many organizations are asked what

The Key to Becoming the Top 5%

It’s a tale as old as time: Your strategy is crafted. The leaders who designed it toast to their collective brilliance. But then it sits in a folder on a

Layoffs Suck: Mitigating Disengagement After a RIF

Layoffs suck. They really, really suck – most obviously for those whose livelihoods are affected. People put their trust in their employers and make personal sacrifices only to be told,

Implementation Over Initiative: Why Your Activation Process Matters More

As you logged back on last week coming off the slower pace of the holidays, you likely hit the ground running with all the carefully laid plans you made for

Three Tips to Keep Your People Engaged through the Holidays

Many organizations take advantage of the holiday season to celebrate their employees, but companies with excellent culture celebrate and engage their employees year round. When people feel appreciated and connected

Reflecting on 2022: Eight Questions to Ask Yourself

While preparing for a new calendar year is nothing new, the challenges facing leaders this year are unlike those in the past. Work as we knew it shifted greatly in

The Missing Process That Makes All the Difference: Strategy Activation Through People

The brutal reality that should concern anyone leading a team or an organization today is that 60%–90% of all strategies are never brought to life. They just don’t materialize. The

A New Way to Think about Your KPIs

At this point in our careers, we’re likely well-versed in Key Performance Indicators (KPIs). According to Oxford Language, a Key Performance Indicator is “a quantifiable measure used to evaluate the

Breaking Free from the Traditional Approach to Change

It’s no secret that organizations have put extra emphasis on change, change management, and change adoption. For over 100 years, change management has been studied, observed, and hypothesized. From the

Rediscovering the Soul of Your Business and Your People

When we started Root more than 30 years ago, we really didn’t know where our adventure would take us. Our future was a work in progress. The journey took many

Taking a Page from the Accenture Life-Centric Playbook: Why Organizations Need to Adopt This Mindset

How is your organization doing when it comes to growth and change? If you’re succeeding, consider yourself one of the lucky ones because it has never been more challenging for

Five Ways to Ensure Your M&A Thrives

In 2021, the business world saw an unprecedented surge in merger and acquisition (M&A) activity. The Accenture blog post, “Take these four actions to help prepare your workforce for hypergrowth,”

Smart Strategy Activation in Spite of Uncertainty

The last three years have felt like a decade of their own. With a global pandemic, political polarization, economic pressure, and increased government regulation, one can never be certain what

Are You Engaging Your People in the Story of Your Strategy?

I recently had the honor of being a part of Karin Blair‘s Game Changer Series which is designed to inspire game-changing strategic leadership – an elite level of performance estimated

Getting Back to Employee Engagement Fundamentals: A Review of the Four Roots of Engagement

Leaders have dedicated themselves to solving the mystery of employee engagement for years. The COVID-19 pandemic further complicated the matter, pushing the hybrid workspace to the forefront, giving leaders more

How Successful Strategies Win: Strategy Activation Process

All organizations have business processes that govern their activities and behaviors, and today’s organizations are constantly trying to transform. But if you ask organizations for the process that guides the

If You’re Not Focusing on Your Managers, You’re Failing

When it comes to retaining employees, one of the most effective tactics an organization can leverage is offering people access to compelling learning and development initiatives. Employees recognize that training

Are Your Leaders Leading with a Human-Centric Mindset?

Recently Accenture released a report, The Human Paradox: From Customer Centricity to Life Centricity, detailing the current mindset of consumers. After surveying over 25,000 people across 22 countries and conducting

Quiet Quitting: Fan It or Fight It?

The internet is ablaze once more with a buzzword: quiet quitting. As business publications catch up to the TikTok phenomenon, you can now read about the trend everywhere from Forbes

The Accountability Myth

Accountability may be the single most common response when leaders are asked to define the one aspect of their organizational culture that they would like to change. Leaders often comment

First Impressions Matter: Use This Framework for Your New Hire Orientation

Using the E + 3 C’s Orientation Framework to Improve Your Onboarding Program “First impressions matter.” You’ve probably heard this phrase many times. This quote echoes in my head from

Is Your Organization Ready to Activate Your Strategy? Eight Questions to Ask Today.

Gallup tells us that the success of an organization’s change “depends on their employees’ ability to adapt. Worn-out, anxious people have limited capacity to absorb information about change, much less

Why You Must Be Multilingual

While talking with many HR and DE&I leaders, I’m hearing a reoccurring theme: You’re tired and frustrated because the leaders and managers (internal customers) you serve are not buying in

5 E’s of Experience: Why Internal Marketing is Key to Strategy Activation

When a fast food brand decides to launch a new sandwich, do they just start selling it and hope word of mouth leads to sales? Not usually. Instead, that brand

Leadership Lessons from the Flea Circus

Have you heard of a flea circus? Well believe it or not, in the mid to late 1800s, the flea circus was a popular attraction, particularly in England and Germany,

How the Banking Industry Can Balance the Employee Experience with the Customer Experience

In our digitally powered world, digitally empowered consumers expect it all – access, information, assistance – 24/7. Organizations around the globe continually seek ways to leverage new technology to provide

Quotes from Three Decades of Taking Notes on Strategy Activation and Human Change

Since co-founding Root, I’ve spent the last three decades with a front row seat as organizations around the world plan, define, and attempt to activate their strategic futures. Our teams

In Light of Change: Healthcare experts discuss digitization, honesty, the power of storytelling, and more

“None of the great work we are doing in our organizations should be a trade secret; we get better when we share things.” – In Light of Change executive participant

Diverse Representation at the Top: What Business Leaders Can Learn from the NBA and NFL

73% of NBA players are Black. Currently, 50% of NBA head coaches are Black. 58% of NFL players are Black. To start next season, 9% of NFL head coaches will

Seven Steps to Building an Onboarding Program with Long-Term Retention in Mind

Retaining great employees has never been as important or as challenging as it is in 2022. A recent Harvard Business Review article revealed that 30% of new employees have left

Don’t Be Starstruck by the Bells and Whistles: Why Every L&D Program Needs a Strategy

Picture this. I’m standing at a podium in a meeting room at the headquarters of a Fortune 500 retail organization – presenting to one person. Yes, one individual who –

How to Ensure That Silos Don’t Divide Your Business: Three Tips for Success

Silos in the workplace have typically been viewed as detriments to organizational success. When the world was first thrown into turmoil due to the COVID-19 pandemic in early 2020, many

Wondering How to Engage Your People? Start By Transforming the Skeptic

When it comes to getting support from employees when rolling out a new initiative, the one person you need most on your side is a personality type that is found

Why is your strategy failing? There are three likely explanations.

Leaders across the globe are continuously striving to do more and do better for their employees and the customers they serve. This results in an endless quest to craft and

Storytelling: How to Activate Strategies and Inspire Your People

Many leaders underestimate the importance of the skill of storytelling. In fact, storytelling is often viewed as a “soft skill” despite the critical role it plays in bringing strategies to

How to Be the M&A Leader Your People Need: 5 Tips From Inside the Process

Last year, global M&A activity reached an all-time high of $5.9 trillion, smashing the previous record set in 2017. That means today, there are more companies than ever faced with

Setting Your Strategy up for Success: The 8 Questions Leaders Must Ask

It’s no secret that organizations struggle with successful strategy activation. This issue has been a thorn in leaders’ sides for decades, and the global health and economic challenges of the

The 5 Key Elements for Culture Success

The Concept of Culture has Shifted For years, we’ve talked about culture as the summation of an organization’s mission, vision, and values. It’s “the way we do things around here.”

The Three Critical Leadership Tips of 2022

When we reflect upon the business world and how it has been impacted since the pandemic began in early 2020, we find that many Fortune 1000 organizations have actually achieved

Four Tips to Transform Employees Into Brand Advocates

We spend a great deal of time with frontline team members in our work in retail, hotels, and restaurants. Many of these team members are new to the workforce and

Six Ways to Engage Customers Via Your People

I have a question for all of the company leaders out there: Do you really have a finger on the pulse of the customer experience you’re delivering? I’m sure you’re

Four Mindset Shifts Leaders Must Make Now for Future of Work

Being a leader in 2022 isn’t easy. It’s a tall order to recognize how employees want to work and make their wishes a reality, while also balancing business needs and

positive intent power

Assumptions Impact Success: The Power of Positive Intent to Build Trust

I’ve interacted with dozens of executive teams in my career, and it always happens. The seven, 10, or more men and women on the executive team each have an IQ

From Outdated to In Your Palm: Make Training Work for Today’s Employees

Did you know that learners forget 70% of training content within 24 hours and nearly 90% of what they learned after a month? Sad, but true. Accenture’s report Meeting the

Leaders Need to Give Power Back to Their People

It’s the start of 2022, and we’re still living through a global pandemic. One impact of this in the business world has been a steady stream of job resignations. In

You Can’t Spell Employee Experience Without Change Resiliency

OK, maybe not spell it. But you certainly can’t embrace heightened employee experience without change resiliency, especially knowing 83% of business leaders believe employee experience is important to their organization.

The Future of Work is an Open Road

So you’ve hired new people during The Great Resignation. Congratulations—you are now the “better culture” your new hires were seeking. Can you live up to the hype? What makes a

CX can never exceed EX

Customer Experiences Can Never Exceed Employee Experiences: 3 Tips to Improve Your EX

One in every four employees is feeling indifferent and/or don’t understand their company’s mission*. That’s 25% of your employee population! Astounding, right?! How can the people who interact with customers

Simple Actions and a Deep Curiosity Make the Greatest Impact

Over the past two years, leaders have been put to the test. They’ve had to keep their organizations afloat amid challenges no one saw coming. Executives everywhere have been forced

Five Steps to Setting the Right Business Priorities

As the calendar year comes to a close, the business world is prepping for a successful Q1. To ensure your leadership team sets the right priorities, here’s a five-step exercise

Is Your Organization Skilled in the Art of Dialogue? 6 Tips for Communication Success.

It is sad that with the advent of social media and the reality that we spend a sizeable amount of time each day communicating with others, we still seem more

Balancing Digitization and Human Interaction: Can You Get It Right?

In 1993, Nobel Prize-winning Israeli psychologist Daniel Kahneman and American social psychologist Barbara Frederickson, along with two other noted psychologists, authored a paper providing evidence of what is known as

Workforce Evolution and the Employee Experience

The pre-pandemic workplace we once knew no longer exists. The speed and frequency of technological breakthroughs, coupled with the many changes forced upon us by the pandemic, have created a

Taming the Beast: Your Guide to a Consistent Decision-Making Process

Decisions. We make them all day long. What time to wake up? Which route to take to avoid the most traffic? Who to invite to the 2022 planning meeting? With

Five Ways to Create Genuine Connections that Matter

According to a Harvard study, 85 percent of professional success comes from people skills. Therefore it’s a logical conclusion that one will have a very difficult, if not impossible time,

Six Tips to Become a Mega-Productive Manager

The current business environment seems to be making things pretty tricky for managers. With the business world operating in a variety of models — from everyone working from home, to

The Antidote to the Great Resignation

When we started Root 30-plus years ago, we really didn’t know exactly where our adventure would take us. Our future state was a work in progress. The journey took many

Activating Cultures and Strategies Means Changing Behaviors

Activating Strategies Series #4: Ensure that Behaviors and Culture Support the Strategy Many leaders try to activate their future state strategies by simply proclaiming what they are and then sitting

Honestly Assessing Your Current State

Activating Strategies Series #1: Defining Reality for Building a Strategy for the Future You can’t define where you want to go unless you know exactly where you are today. Organizations

What If We Activated Strategy Like We Activate Brands?

Changing People’s Behaviors to Activate Strategies at Scale Super Bowl commercials. They’re 30 seconds long and cost $8 million. Yet there is plenty of willingness by companies to pay this

Blueprints and a hard hat in the foreground with a major infrastructure project underway, illustrating disciplined strategy execution.

Strategy Isn’t the Problem. Execution Is.

I keep seeing the same pattern across organizations. It’s not a lack of strategy. It’s not a lack of ambition. And it’s not a lack of investment. It’s execution. Leadership

Growth Strategy, GenAI, and Sleepovers with Grandparents

I have the privilege in my role of facilitating more than 20 strategic planning and alignment sessions a year with various senior teams, and the even greater privilege of raising

Driving New Behaviors: The Key to Operating as One

This is part of a series of articles written by Aastha Minocha (Principal, Health Transformation) and John Schantz (Managing Director, Strategic Accounts) focused on the topic of Strategy Activation. Part

The Strategy Activation Zealot

Zealot is a strong word, but over the last 25 years, I’ve become obsessed with understanding how to help organizations activate their growth strategies and help people achieve their full

A Roadmap for Creating Shared Meaning

This series of articles is focused on the topic of Strategy Activation. It is based on conversations that Aastha Minocha (Principal, Health Transformation) and John Schantz (Managing Director, Strategic Accounts)

Leading Through Uncertainty | Authentic Presence

This series of articles is focused on the topic of Strategy Activation. It is based on conversations that Aastha Minocha (Principal, Health Transformation) and John Schantz (Managing Director, Strategic Accounts)

It’s Time to Stop Measuring the Engagement of Our People 2.0

I know this sounds drastic coming from someone who wrote a book on the art of engagement and who has said many times, “The things that get measured get done.”

The Strategy Activation Leader

In my experience, strategy is about building new enterprise capabilities – new capabilities that, when brought to market, can unlock new revenue streams, help optimize cost, and drive margin expansion.

Successful Strategy Activation is All about Behaviors

The purpose of strategic planning is not to make plans. It is to change the way that we think and act. If newly formed visions and strategic plans are intended

Inside the Art of Thinking Together

You can increase the candor, authenticity, and generation of innovative ideas in your meetings if you truly focus on the art of thinking together. William B. Isaacs, author of an

From Buffy to Business: How the Vampire Slayer Taught Me that Starting at the Beginning is Key to Your Strategy’s Success

At the risk of dating myself, I’ll share that when I was in high school, the wildly popular television show Buffy the Vampire Slayer was coming to an end. If

Two individuals discussing market forces

When Story Leads Strategic Engagement: The Modern-Day Campfire

At the “campfire!” For centuries, humans have gathered around campfires to share food, drinks, and stories – stories that compel us to connect, empathize, learn, and reach higher. They have

The Role of Risk Alignment in Great Team Decision-Making

Hundreds of books have been written about leadership and high-performance teams, but rarely do they adequately address the art of great decision-making. But one very important aspect of governance for

Cracking the Code: Improve Performance Through Pattern Recognition

The pattern is everything. In the movie The Imitation Game, a young woman makes a joke about a pattern in the code she intercepts from a particular German radio operator.

Sharing Your Stories Builds High-Performing Teams

A number of years ago, when Clemson University’s football team was in the College Football National Championship game, I caught a pregame story about head coach Dabo Swinney. As I

The Thirteen Key Behaviors of High-Performance Teams

Any organization that wants to change, transform, or grow beyond market rates requires, first and foremost, a high-performance senior team. When the next-level-down leaders of many organizations are asked what

The Key to Becoming the Top 5%

It’s a tale as old as time: Your strategy is crafted. The leaders who designed it toast to their collective brilliance. But then it sits in a folder on a

Reflecting on 2022: Eight Questions to Ask Yourself

While preparing for a new calendar year is nothing new, the challenges facing leaders this year are unlike those in the past. Work as we knew it shifted greatly in

The Missing Process That Makes All the Difference: Strategy Activation Through People

The brutal reality that should concern anyone leading a team or an organization today is that 60%–90% of all strategies are never brought to life. They just don’t materialize. The

Taking a Page from the Accenture Life-Centric Playbook: Why Organizations Need to Adopt This Mindset

How is your organization doing when it comes to growth and change? If you’re succeeding, consider yourself one of the lucky ones because it has never been more challenging for

Five Ways to Ensure Your M&A Thrives

In 2021, the business world saw an unprecedented surge in merger and acquisition (M&A) activity. The Accenture blog post, “Take these four actions to help prepare your workforce for hypergrowth,”

Getting Back to Employee Engagement Fundamentals: A Review of the Four Roots of Engagement

Leaders have dedicated themselves to solving the mystery of employee engagement for years. The COVID-19 pandemic further complicated the matter, pushing the hybrid workspace to the forefront, giving leaders more

Are Your Leaders Leading with a Human-Centric Mindset?

Recently Accenture released a report, The Human Paradox: From Customer Centricity to Life Centricity, detailing the current mindset of consumers. After surveying over 25,000 people across 22 countries and conducting

Quiet Quitting: Fan It or Fight It?

The internet is ablaze once more with a buzzword: quiet quitting. As business publications catch up to the TikTok phenomenon, you can now read about the trend everywhere from Forbes

The Accountability Myth

Accountability may be the single most common response when leaders are asked to define the one aspect of their organizational culture that they would like to change. Leaders often comment

Is Your Organization Ready to Activate Your Strategy? Eight Questions to Ask Today.

Gallup tells us that the success of an organization’s change “depends on their employees’ ability to adapt. Worn-out, anxious people have limited capacity to absorb information about change, much less

Why You Must Be Multilingual

While talking with many HR and DE&I leaders, I’m hearing a reoccurring theme: You’re tired and frustrated because the leaders and managers (internal customers) you serve are not buying in

5 E’s of Experience: Why Internal Marketing is Key to Strategy Activation

When a fast food brand decides to launch a new sandwich, do they just start selling it and hope word of mouth leads to sales? Not usually. Instead, that brand

Leadership Lessons from the Flea Circus

Have you heard of a flea circus? Well believe it or not, in the mid to late 1800s, the flea circus was a popular attraction, particularly in England and Germany,

Quotes from Three Decades of Taking Notes on Strategy Activation and Human Change

Since co-founding Root, I’ve spent the last three decades with a front row seat as organizations around the world plan, define, and attempt to activate their strategic futures. Our teams

Diverse Representation at the Top: What Business Leaders Can Learn from the NBA and NFL

73% of NBA players are Black. Currently, 50% of NBA head coaches are Black. 58% of NFL players are Black. To start next season, 9% of NFL head coaches will

Seven Steps to Building an Onboarding Program with Long-Term Retention in Mind

Retaining great employees has never been as important or as challenging as it is in 2022. A recent Harvard Business Review article revealed that 30% of new employees have left

How to Ensure That Silos Don’t Divide Your Business: Three Tips for Success

Silos in the workplace have typically been viewed as detriments to organizational success. When the world was first thrown into turmoil due to the COVID-19 pandemic in early 2020, many

Wondering How to Engage Your People? Start By Transforming the Skeptic

When it comes to getting support from employees when rolling out a new initiative, the one person you need most on your side is a personality type that is found

Why is your strategy failing? There are three likely explanations.

Leaders across the globe are continuously striving to do more and do better for their employees and the customers they serve. This results in an endless quest to craft and

Storytelling: How to Activate Strategies and Inspire Your People

Many leaders underestimate the importance of the skill of storytelling. In fact, storytelling is often viewed as a “soft skill” despite the critical role it plays in bringing strategies to

How to Be the M&A Leader Your People Need: 5 Tips From Inside the Process

Last year, global M&A activity reached an all-time high of $5.9 trillion, smashing the previous record set in 2017. That means today, there are more companies than ever faced with

Setting Your Strategy up for Success: The 8 Questions Leaders Must Ask

It’s no secret that organizations struggle with successful strategy activation. This issue has been a thorn in leaders’ sides for decades, and the global health and economic challenges of the

Four Tips to Transform Employees Into Brand Advocates

We spend a great deal of time with frontline team members in our work in retail, hotels, and restaurants. Many of these team members are new to the workforce and

Six Ways to Engage Customers Via Your People

I have a question for all of the company leaders out there: Do you really have a finger on the pulse of the customer experience you’re delivering? I’m sure you’re

The Future of Work is an Open Road

So you’ve hired new people during The Great Resignation. Congratulations—you are now the “better culture” your new hires were seeking. Can you live up to the hype? What makes a

CX can never exceed EX

Customer Experiences Can Never Exceed Employee Experiences: 3 Tips to Improve Your EX

One in every four employees is feeling indifferent and/or don’t understand their company’s mission*. That’s 25% of your employee population! Astounding, right?! How can the people who interact with customers

Simple Actions and a Deep Curiosity Make the Greatest Impact

Over the past two years, leaders have been put to the test. They’ve had to keep their organizations afloat amid challenges no one saw coming. Executives everywhere have been forced

Is Your Organization Skilled in the Art of Dialogue? 6 Tips for Communication Success.

It is sad that with the advent of social media and the reality that we spend a sizeable amount of time each day communicating with others, we still seem more

Balancing Digitization and Human Interaction: Can You Get It Right?

In 1993, Nobel Prize-winning Israeli psychologist Daniel Kahneman and American social psychologist Barbara Frederickson, along with two other noted psychologists, authored a paper providing evidence of what is known as

Workforce Evolution and the Employee Experience

The pre-pandemic workplace we once knew no longer exists. The speed and frequency of technological breakthroughs, coupled with the many changes forced upon us by the pandemic, have created a

Taming the Beast: Your Guide to a Consistent Decision-Making Process

Decisions. We make them all day long. What time to wake up? Which route to take to avoid the most traffic? Who to invite to the 2022 planning meeting? With

Activating Cultures and Strategies Means Changing Behaviors

Activating Strategies Series #4: Ensure that Behaviors and Culture Support the Strategy Many leaders try to activate their future state strategies by simply proclaiming what they are and then sitting

Honestly Assessing Your Current State

Activating Strategies Series #1: Defining Reality for Building a Strategy for the Future You can’t define where you want to go unless you know exactly where you are today. Organizations

Strategy Activation – If Everything’s a Priority, Nothing’s a Priority

Activating Strategies Series #3: Define and Align on Strategic Critical Priorities Determining a company’s priorities – its vision, its focus areas, and the initiatives that will take the organization into

STRATEGY + VISUAL STORY + DIALOGUE > STRATEGY

PARTS 3 and 4: Strategic visualization disarms sensitive topics and suspends disbelief In this post, I’ll focus on two visualization characteristics – highlighted in red below – that take the

Empathy 2.0: The Answer to Changing Employee Needs

Burnout. It’s a big issue for leaders and organizations. In fact, according to a recent survey by Monster, 95% of people are considering leaving their jobs, and being burned out

Talent Acquisition Managers are Focused On the Wrong Things

I recently came across several articles discussing how Generation X is being perceived as “unhireable” amid this Great Resignation. According to a CNBC article, “Rapid digital adoption during the pandemic

Workers demands are changing

Work and the New Worker – Is Your Organization Prepared?

Employees’ needs, lifestyles, and expectations have shifted greatly over the past year and a half, changing the workplace in a big way. As your leadership team discusses the best plan

Three Do’s and Don’ts for Your Post-Covid-19 Workplace

As a consultant to organizations that span all industries and have employees based on every continent around the world, I’ve witnessed my fair share of leadership successes and mistakes. I’ve

Manage Your Manager Burnout: 4 Things You Can Do Today

After the rockiest of roads created by a global pandemic that stopped the world in its tracks for months on end, the future of work is here. The way we

Four Steps to Ready Your Business for Change

In the current digital age, change is a constant. Businesses are perpetually refining their apps to be faster and more user-friendly, updating their services with user interfaces that are more

Don’t Lose the Lessons of Virtual!

With all the time spent looking at colleagues on computer screens, many of us are hungry and excited to return to in-person interactions. However, that doesn’t mean we should abandon

Talent Shortage or Subpar Employee Experience? A Tale of Two Cities

My last post covered how organizations must adapt to the needs and wants of today’s employees, because what worked in the past to attract and retain talent won’t be effective

It’s Not You, It’s Me! The Truth Behind Your Talent Shortage

There’s a dearth of talent available right now. Or is there? That’s the question du jour. We’ve all seen the recent headlines, the TikToks, and the LinkedIn postings talking about

Five Simple Ways to Bring a Renewed Energy and Attitude to Your Teams

My college basketball coach used to say, “Be an energy giver, not an energy sucker.” It was important that every player had a positive attitude, communicated well, cheered each other

Q&A: Leaders Share Insights on DEI, Mental Health, and the Future of the Workplace

Recently, Jim Haudan, Root Inc. co-founder and chairman, met with six other C-suite leaders to discuss what they learned in 2020 about diversity, equity, and inclusion (DEI), and mental health,

Beware of Cultural Echo Chambers

It is a widely understood phenomenon that as a country we have become more partisan. One of the main drivers has been the information echo chambers that are consciously or

Prone to Bias? Stop, Drop, and Roll!

In our last blog post, we laid out why many studies have concluded that unconscious bias training “doesn’t work.” The typical approach falls short in several ways: Awareness without action

Three Engaging Questions to Transform Your Team to High Performance

In working with executive teams for the past 30 years, I am still amazed at how little team members know about each other, and at their low level of curiosity

Advice from Leaders Who Found Success in 2020

Root Inc. Co-founder and Chairman Jim Haudan recently sat down with leaders from six other organizations, all leaders in their respective fields, to discuss the monumental challenges and subsequent lessons

Lessons From the “Old World”

Do you remember restaurants? Recently, a car insurance company has been running some ingenious radio (yes, I still listen to the radio) ads consisting of a short tagline and a

Turning Next-Level Leaders and Front-Line Teams into Change Advocates

An organization’s next level of leaders can become the cork in the strategic-change bottle or the catalyst that creates speed and velocity for achieving the most critical change initiatives. But

It's Time to Celebrate

TIME OUT TO CELEBRATE: THE SECRET TO AN ENGAGED TEAM IN 2021

Leaders in 2021 are facing a major challenge: how to keep their teams engaged and pushing forward despite the tidal wave of change the global pandemic has set in motion.

Can Your Organization Change to Succeed in 2021 and Beyond? Three Tips to Help.

Since much of my current work is focused on energy utilities, I found myself reading a lot over the winter holidays about the future of American sources of cheap and

What Do Costco Hots Dogs Have in Common with the Employee Experience?

Hot dogs and employee experience? Yes, there is a connection! Trust me and read on. An article I recently read described how Costco hasn’t changed the price of its $1.50

Amping Up Remote Engagement

Amping Up the Engagement Factor When Remote

There is a predictable pattern with large technological disruption. You’ve experienced it anytime a new technology has quickly moved through a population. Some people pick new technology up right away;

Big heart and raised hands - acknowledge individual contributions

Saying Thanks by Giving Back

English writer Aldous Huxley once said, “Most human beings have an almost infinite capacity for taking things for granted.” But as I get older, I’m find that I am taking

Virtual Events Done Right

6 Tips to Ensure Your Virtual Event Beats Your In Person One

By now we’ve all realized that the world can’t just stop. We must keep plodding forward in our work and in our everyday lives, which can admittedly be a challenge

Blowing Up the Box

Hilton Hotels: How This Brand is Blowing Up The Box

My new book, Blowing Up the Box: Disrupting the Customer Experience, came out a few weeks ago. In honor of this, I’m starting a video series where each month I’ll

Seven Workforce Challenges for Leaders and How to Tackle Them

We’re a year deep into a pandemic that everyone thought would be over in weeks, leaving us with challenges we couldn’t have foreseen at the start of 2020 – challenges

Engaging People in Duress Versus Engaging People in Success to Achieve Strategic Change

Over the last twenty years, my organization has had numerous opportunities to watch and participate in change efforts that have engaged the hearts and minds of people to deliver great

The Strategy Activation Leader

In my experience, strategy is about building new enterprise capabilities – new capabilities that, when brought to market, can unlock new revenue streams, help optimize cost, and drive margin expansion.

Inside the Art of Thinking Together

You can increase the candor, authenticity, and generation of innovative ideas in your meetings if you truly focus on the art of thinking together. William B. Isaacs, author of an

The Role of Risk Alignment in Great Team Decision-Making

Hundreds of books have been written about leadership and high-performance teams, but rarely do they adequately address the art of great decision-making. But one very important aspect of governance for

Cracking the Code: Improve Performance Through Pattern Recognition

The pattern is everything. In the movie The Imitation Game, a young woman makes a joke about a pattern in the code she intercepts from a particular German radio operator.

Sharing Your Stories Builds High-Performing Teams

A number of years ago, when Clemson University’s football team was in the College Football National Championship game, I caught a pregame story about head coach Dabo Swinney. As I

The Thirteen Key Behaviors of High-Performance Teams

Any organization that wants to change, transform, or grow beyond market rates requires, first and foremost, a high-performance senior team. When the next-level-down leaders of many organizations are asked what

The Key to Becoming the Top 5%

It’s a tale as old as time: Your strategy is crafted. The leaders who designed it toast to their collective brilliance. But then it sits in a folder on a

Layoffs Suck: Mitigating Disengagement After a RIF

Layoffs suck. They really, really suck – most obviously for those whose livelihoods are affected. People put their trust in their employers and make personal sacrifices only to be told,

Implementation Over Initiative: Why Your Activation Process Matters More

As you logged back on last week coming off the slower pace of the holidays, you likely hit the ground running with all the carefully laid plans you made for

Three Tips to Keep Your People Engaged through the Holidays

Many organizations take advantage of the holiday season to celebrate their employees, but companies with excellent culture celebrate and engage their employees year round. When people feel appreciated and connected

Rediscovering the Soul of Your Business and Your People

When we started Root more than 30 years ago, we really didn’t know where our adventure would take us. Our future was a work in progress. The journey took many

Three Ways to Keep Culture Strong Amid Cancellations and Cuts

A few months ago, I listened to a very successful CEO talk about how he rapidly grew his organization. He said, “With every decision we make, I ask, ‘Will this

Musings on Change Cultures & CX Consistency

Creating a Culture of Change Fanatics I’ve been hearing a lot of grumblings lately that people, at every level of business, are tired of change. They are experiencing “change fatigue”

The Necessary Discomfort of Inclusive Leadership

The following is an excerpt from How to Be an Inclusive Leader: Your Role in Creating Cultures of Belonging Where Everyone Can Thrive, a book in which diversity and inclusion

Lessons Learned from a College Football Team that Wanted to Change

As I was beginning my professional career 30-plus years ago, I also spent four years as a high school football coach. Not far removed from playing myself, I found it

Are Your Values Words on a Wall, or Do They Walk Down the Hall?

Maybe it’s because we’re of a certain generation, but we clearly remember a time walking through labyrinths of cubicles and seeing motivational posters on the walls. You know the ones

What Does It Really Mean to Create an Inclusive Culture?

Over the past 20 years, we have seen a proliferation of diversity and inclusion (D&I) efforts in organizations. In some cases, the efforts have paid off. Take Apple, for instance.

The Common Element in Graduations – Quite Simply, the Human Connection

This graduation season, I attended five graduation ceremonies. The volume is a bit uncommon for me, and the diversity of the students was even more unusual. As a school board

7 Ways to Foster a Culture of Engagement

There is nothing better than working in an organization that has a great culture. According to Deloitte, 94% of executives and 88% of employees believe that nurturing a distinct culture

Work-Life Balance: Language Matters But Won’t Solve the Issue

I recently read an article in Fast Company about burying the term “work-life balance” and embracing “work-life fulfillment” instead. I don’t disagree. I’ve never heard someone say, “I have great

Bring Your Human to Work

The following is an excerpt from Erica Kewsin’s Bring Your Human to Work: Ten Sure-Fire Ways to Design a Workplace That is Good for People, Great for Business, and Just

Great Mondays: How to Design a Company Culture Employees Love

Great Mondays: How to Design a Company Culture Employees Love lays out the six key components of company culture—Purpose, Values, Behaviors, Recognition, Rituals, Cues—illustrating their connection to one another and

Culture Change During Mergers and Acquisitions

As an organization is getting ready to face any type of change, leadership creates a strategy and gets ready to roll it out. They think about the challenges that will

Chief Joy Officer?

The following excerpt—from Chief Joy Officer: How Great Leaders Elevate Human Energy and Eliminate Fear, a new book by the founder of Menlo Innovations, Richard Sheridan—is written to help leaders

Happy Anniversary to Me: How I Made the Decision to Change My Career

A Guide for Personal and Professional Decision-Making January marks my one-year anniversary with Root Inc. As I reflect on the day I received the call to lead the Food &

The Fearless Organization

The following excerpt from The Fearless Organization: Creating Psychological Safety in the Workplace for Learning, Innovation, and Growth by Amy C. Edmondson discusses the topic of psychological safety and shares

Culture Insights from a Certified Great Place to Work: Contributing to the Community

“Do your people feel good about the ways your organization contributes to the community?” This Great Place to Work question doesn’t ask the employee to rate how well they believe

Culture Insights from a Certified Great Place to Work: Approachability

Does everyone in your organization have the opportunity to get special recognition? I really value this particular question on the Great Place to Work survey, because I am always enlightened

Culture Insights from a Certified Great Place to Work

In your culture, are managers approachable and easy to talk to? This question from the Great Place to Work (GPTW) institute highlights the importance of leadership approachability in workplace culture.

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A Visit to the White House

On September 30th, Rich Berens and I were invited to a meeting at the White House focusing on how to create sustainable business practices that are good for stakeholders and

Cultivating a Corporate Culture that Loves to Innovate

The cover story of the April 2016 Harvard Business Review (HBR) issue carried the headline, “You Can’t Fix Culture,” which challenged traditional views on corporate culture. That same month, the

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Bright Spots 101: A Q&A with Root’s Sam Need and Kari Terzino

“Bright spots” does not equal best practices. We sat down with research managers Kari Terzino and Sam Need for a behind-the-scenes look at the process and methods Root uses to

EQ Is Giving IQ a Run for Its Money: Why Being Emotionally Intelligent May Be More Important Than Being Smart

Emotional Intelligence, or EQ (Emotional Quotient) as it is commonly called, emerged as a hot topic back in the mid-1980s. Yet, today EQ is more relevant than it’s ever been

Personal Purpose in the Workplace

We sat down with two Root executives this month – Founder and CEO Jim Haudan and Consultant (and millennial) Kara Davidson – to discuss personal purpose. Here’s what they had

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Company Culture: Why Authenticity is Sexy (and the Key to Success)

Have you ever dated someone and come to the realization a few weeks into the relationship that the actual version of the person you’re dating is actually quite different than

3 Ways your Company Culture is Demotivating your People

Companies often have a hard time understanding why their junior or mid-level staff is frustrated with the direction of the company or with senior management. There is no shortage of

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Accountability & Technology

Scott Thompson was Yahoo’s CEO for only four months last year before he was fired for listing a bachelor’s degree in computer science that he didn’t have on his resume.

Peer Accountability – A Powerful Performance Driver

Many organizations attempt to create a climate of accountability with robust performance management systems. The hope is that by building clarity and accountability into the rollout of enterprise strategies and

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What Business Can Learn from Sports (Hint: It Has Nothing to Do With Sports)

College Basketball. UCLA. Ten NCAA National Championship titles in 12 years, seven of those consecutively. Coach: John Robert Wooden. Known For: A focus on team play. Pro Football. 1972 Miami

Culture vs. Training Is It “Nature vs. Nurture”?

I love a good provocative philosophical debate! A classic example: Are we who we are because of nature or nurture? Most people will say it’s both, but some vehemently take

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Technology: Are We Using It, or Is It Using Us?

Yogi Berra once said, “You can observe a lot just by watching.” On a plane last week, the second we touched down, I observed most people around me switch on

Meeting Users Where They Are

When we think about the “future of workplace learning,” it sounds like a big, heady topic best left to the academic elite to solve. But I would beg to differ

Balancing Digitization and Human Interaction: Can You Get It Right?

In 1993, Nobel Prize-winning Israeli psychologist Daniel Kahneman and American social psychologist Barbara Frederickson, along with two other noted psychologists, authored a paper providing evidence of what is known as

Blowing Up the Box

Your Brand Can Survive for Decades—You Just Need to Blow Up Your Box

What ensures a brand’s survival? It’s not just about your product or service. And it takes more than a clever marketing or social media strategy. After all, the buzz created

Blowing Up the Box

Hilton Hotels: How This Brand is Blowing Up The Box

My new book, Blowing Up the Box: Disrupting the Customer Experience, came out a few weeks ago. In honor of this, I’m starting a video series where each month I’ll

Your Stand on Health and Safety Will Help You Surpass the Competition: Are You Ready?

At this point, we’ve spent months dealing with COVID-19 and most businesses have reopened in varying degrees. Along with this, we’ve seen a variety of health and safety policies put

Improving the Patient Experience

Stop Medical Distancing and Solve the Patient Experience Challenge

Three out of four Americans have had their health care use disrupted due to COVID-19. Caution over patient and provider safety has resulted in delayed care and canceled visits that

Traveling During a Pandemic: The Customer Experience is Anything But Consistent

I’ve been a road warrior for the past 30 years, traveling three to five days a week, domestically and internationally, to consult with clients and speak at events and conferences.

Intimacy: It’s Not Just for the Bedroom Anymore

It’s interesting how a crisis amplifies the need to change the way you’ve been operating. In a recent conversation with my colleague Gary Magenta, we realized there’s a radical shift

Contactless pizza delivery in Corona Time

HOLD THE ANCHOVIES! NOT YOUR CONTACTLESS EXPERIENCE.

“Contactless” or “touchless” experiences are the new normal in several industries today. Banking, retail, food service, hospitality, and health care organizations are all finding new ways to deliver superior customer

SHAKING UP THE HANDSHAKE: REINVENTING THE CUSTOMER & EMPLOYEE EXPERIENCE (Part 2)

The age-old handshake needs to be reinvented. Due to the COVID-19 pandemic, shaking hands or giving hugs when you greet someone is likely a thing of the past. This pandemic

handshake - Reinventing customer and employee experience

Shaking Up the Handshake: Reinventing the Customer & Employee Experience (Part 1)

Shaking hands has been a way of greeting one another for thousands of years. Yes, we’ve had other ways – the high-five, the fist bump, the elbow bump – but

Musings on Change Cultures & CX Consistency

Creating a Culture of Change Fanatics I’ve been hearing a lot of grumblings lately that people, at every level of business, are tired of change. They are experiencing “change fatigue”

People Versus Bots: The Future of CX is Here

With advancements in technologies like Artificial Intelligence (AI) and Machine Learning (ML), the customer experience landscape is rapidly changing. Instead of needing live contact center agents to answer every call

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Customer Experience – Your ONLY Differentiator

Anyone who knows me knows that I’m passionate about customer experience in both my work life and personal life. It’s in my blood. My grandparents owned a mom-and-pop shop that

Sustaining Change is Hard

Several years ago, I was part of the executive team at a technology company. My role, leading our customer experience team, gave me a unique insight into just how easy

“That’s Not My Job!” and Other Ways to Lower Your Tip

The importance of problem-solving in customer experience: from me, your customer An open letter to the waitress who rolled her eyes at me and gave me a lecture last week.

Bots: Breakdowns or Breakthroughs?

Customer experience has come a long way. Once only a focus of retailers, it has now become a top priority of almost every industry, including healthcare and education. There are

Haggling: Is it the latest trend for in-store retailing?

One cold, Midwestern December a few years ago, I told my wife that I was done with putting up our two Christmas trees – I didn’t want to do it

The Micro Business in a Big Box World

My title at work is Chief Change Architect and I focus on helping organizations through the why, what, and how of change – I love my work and I love

Wait, the Customer Is Not Always Right?

I love food. So much, in fact, that in the right setting and given the right circumstance, I will pay through the nose to satisfy a craving or round off

What Tier of Loyalty Do You Get with 35 Million Miles?

You know what happens when you book a flight from DTW to SFO with about a week’s notice? You end up in a middle seat. Luckily, because I’m a high-ranking

story telling lessons

Storytelling Lessons from…Airline Safety Videos? Indeed.

How many of you really watch the airplane safety video? For the last few years, I can honestly say I’ve watched them a bunch. And, no, I’m not a nervous

B2BCX&U – The Future of the B2B Customer Experience

When we talk about customer experience (CX), most of the time we’re talking about the experiences that customers have with businesses, also known as business-to-consumer (B2C) experiences. We’re talking about

Building a Customer First Culture: Three Things You Must Do

Research shows that consumers make 70% of their purchases based on how they’re treated. And – scarily for you – they’re more than twice as likely to share stories (and

How Do We Build a Global Customer Experience?

A couple of weeks ago, I headed to Europe for a little R & R, and of course some good old-fashioned consumerism. If you follow my blog you know that

Let’s Make Flying Great Again!

In my last blog about the airline industry and its recent customer experience challenges, I talked about the possibility of Congress trying to legislate the industry. The bottom line, from

Customer Experience Goes To Capitol Hill

(This is part two in a three-part series. See the first blog here) Open any news source and you are bound to see another story about drama between a traveler

How to Analyze Customer Satisfaction Data in Four Steps

I teamed up with my colleague Bridget Stallkamp for this post. She’s a people-related insights guru and a wise friend who, like me, is on a quest for better customer

United We Do NOT Stand… Without an Apology

Just like anyone with a pulse and Internet access, I have been closely following the United Airlines saga. No, not the leggings fiasco. Nope, not the scorpion falling out of

The Customer Experience Lessons I Learned from Hamilton

I finally saw Hamilton in New York City after trying for over a year to get tickets. It was, as billed, simply amazing. And if you read my blog post,

Better Suites, Fancier Tools and Faster Technology Does Not Equal a Better Patient Experience

Patient experience is a significant topic in the healthcare world. According to HealthLeaders Media, 84 percent of healthcare leaders rank patient experience among their top three priorities. And over the

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How to Use Micro-Connections to Create Happy Customers Over the Phone

How I Learned About the Best Croissants and Moroccan Food in Queens In early February, I wrote about the powerful micro-connection I had with an agent at Atlanta’s Hartsfield airport.

Improve Customer Experience with Micro-Connections

What happened when the agent told me, “I’ve checked your bag to Jamaica” When I ask people why they love Starbucks, Chipotle, Zappos, or any other CX stand-out brand, they

Customer Experience Advice from Vanilla Ice?

I am a big fan of hip hop and rap music. Huge, actually. My love started with an early obsession with old-school R&B. Yes, you may find me singing along,

How Microtouchpoints Can Elevate the Customer Experience

In a recent blog about technology-enabled customer experiences, I introduced the concept of the “microtouchpoint” and its importance on delivering a great customer experience in a technology-enabled world. Think for

Customer Experience Lessons from the Super Flock (and yes, I’m referring to chickens)

3 Tips to Practice Today Have you heard about the super-flock of super-chickens? In her TED talk called “Why it’s time to forget the pecking order at work,” Margaret Heffernan,

The Canned Customer Experience

If you’ve been following my blog lately, you know that I have started a grassroots campaign to help businesses see the impact their CX is having on their customers and

Technology is Enhancing the Personal Connection, NOT Killing it!

As I rang in my birthday a couple weeks ago, the CRM-churned emails and text messages began rolling in. One by one my inbox and phone were flooded with birthday

Two Questions to Drive Customer Experience

What’s your favorite brand or retailer? I can hear many of your responses: Starbucks (or Dunkin Donuts if I’m in the Northeast – or Biggby if I’m in my hometown

Big heart and raised hands - acknowledge individual contributions

The Concierge Level Customer Experience

I’m populating my blog with real stories, about customer experiences I am having in my everyday life. My last couple of examples have really shined a light on some challenging

My Experience with Customer Experience – Brooks Brothers vs. Men’s Wearhouse

Many people have hobbies, some more adventurous than others. Sometimes I bump into my neighbor, Jean, in the elevator of our building. A stout 70-something woman, she is often carrying

Online is the New Frontline

How long is 30 seconds? Okay, yes, it’s half a minute. But what does 30 seconds really mean to the customer experience? Sometimes, not that much. Like if your cocktail

METAPHORS, VISUALIZATION, AND DISCUSSION!

Creating Customer Experiences that Differentiate Your Business

Customer Experience (CX) has moved beyond buzzword status. Today almost all organizations are laser-focused on trying to deliver customer experiences that truly differentiate their businesses. By that I mean creating

Authenticity Doesn’t Come From a Script: Lessons for Creating Exceptional Patient Experiences

What does being a patient have to do with being a customer? Everything! Retailing has transcended consumer products and is now a part of the way we “shop” across a

Customer Experience Secrets Revealed – 3 Tips to Employ Right Now

Remember when every place was like Cheers? Where everybody knew your name? And that’s not all. They also knew your favorite order, your likes, your dislikes and probably a bit

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Common Misconceptions About the Patient Experience

Patient experience is not about smiles and making people happy. Yes, it’s possible to put a smile on a patient’s face though a warm handshake, better eye contact, or a

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Winning Customers for Life: Who’s in the driver’s seat?

You might think you’re in the driver’s seat when it comes to creating amazing experiences for your customers. You’ve put the right people in place, shaped the customer experience strategy,

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The Complexity of Creating Customers for Life

Seventy-seven percent of organizations do not engage employees in the customer experience design process. Seventy-six percent do not provide customer experience training. That means less than a quarter of companies

For Better or Worse: 10 Ways Your Managers Can Make or Break Your Customer Experience

Even in an omnichannel world, most of us view frontline employees as the final frontier in the customer experience. They’re greeting people entering your storefronts and restaurants, processing transactions, answering

The Employee Experience: The Not-So-Surprising Secret to Delivering the Ultimate Customer Experience

I have a question for all of the company leaders out there: Do you really have a finger on the pulse of the customer experience you’re delivering? I’m sure you’re

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Six Ways to Deliver a Better Customer Experience

You probably think you’re pretty focused on delivering a stellar customer experience. You have a great brand, loyal customers, and you make decisions with them in mind. But, answer this:

Are you creating customers for life…or customers for now?

Customers are a finicky bunch. It only takes one bad experience to destroy loyalty to a brand. Businesses everywhere are looking to earn and keep the loyalty of customers, and

Earning and Keeping Loyalty = Customers for Life

We customers are a finicky bunch. It only takes one bad experience to destroy our loyalty to a brand. Think about your own buying habits. How have they changed over

Gain Loyalty by Sharpening Customer Service

If you’ve been focusing on operational excellence or innovative product development, maybe it’s time to take a look at your company’s ideas about exceeding customers’ expectations. Last summer, a survey

Asking the Right Questions

Problem solving. That’s what we do. Given the nature of our business, when we’re working with a new customer, we’re often tempted to jump right to visualization – to show

Reflecting on 2022: Eight Questions to Ask Yourself

While preparing for a new calendar year is nothing new, the challenges facing leaders this year are unlike those in the past. Work as we knew it shifted greatly in

A New Way to Think about Your KPIs

At this point in our careers, we’re likely well-versed in Key Performance Indicators (KPIs). According to Oxford Language, a Key Performance Indicator is “a quantifiable measure used to evaluate the

Breaking Free from the Traditional Approach to Change

It’s no secret that organizations have put extra emphasis on change, change management, and change adoption. For over 100 years, change management has been studied, observed, and hypothesized. From the

If You’re Not Focusing on Your Managers, You’re Failing

When it comes to retaining employees, one of the most effective tactics an organization can leverage is offering people access to compelling learning and development initiatives. Employees recognize that training

Are Your Leaders Leading with a Human-Centric Mindset?

Recently Accenture released a report, The Human Paradox: From Customer Centricity to Life Centricity, detailing the current mindset of consumers. After surveying over 25,000 people across 22 countries and conducting

The Accountability Myth

Accountability may be the single most common response when leaders are asked to define the one aspect of their organizational culture that they would like to change. Leaders often comment

Leadership Lessons from the Flea Circus

Have you heard of a flea circus? Well believe it or not, in the mid to late 1800s, the flea circus was a popular attraction, particularly in England and Germany,

Quotes from Three Decades of Taking Notes on Strategy Activation and Human Change

Since co-founding Root, I’ve spent the last three decades with a front row seat as organizations around the world plan, define, and attempt to activate their strategic futures. Our teams

Seven Steps to Building an Onboarding Program with Long-Term Retention in Mind

Retaining great employees has never been as important or as challenging as it is in 2022. A recent Harvard Business Review article revealed that 30% of new employees have left

Four Tips to Transform Employees Into Brand Advocates

We spend a great deal of time with frontline team members in our work in retail, hotels, and restaurants. Many of these team members are new to the workforce and

positive intent power

Assumptions Impact Success: The Power of Positive Intent to Build Trust

I’ve interacted with dozens of executive teams in my career, and it always happens. The seven, 10, or more men and women on the executive team each have an IQ

From Outdated to In Your Palm: Make Training Work for Today’s Employees

Did you know that learners forget 70% of training content within 24 hours and nearly 90% of what they learned after a month? Sad, but true. Accenture’s report Meeting the

Leaders Need to Give Power Back to Their People

It’s the start of 2022, and we’re still living through a global pandemic. One impact of this in the business world has been a steady stream of job resignations. In

The Future of Work is an Open Road

So you’ve hired new people during The Great Resignation. Congratulations—you are now the “better culture” your new hires were seeking. Can you live up to the hype? What makes a

Simple Actions and a Deep Curiosity Make the Greatest Impact

Over the past two years, leaders have been put to the test. They’ve had to keep their organizations afloat amid challenges no one saw coming. Executives everywhere have been forced

Five Ways to Create Genuine Connections that Matter

According to a Harvard study, 85 percent of professional success comes from people skills. Therefore it’s a logical conclusion that one will have a very difficult, if not impossible time,

Six Tips to Become a Mega-Productive Manager

The current business environment seems to be making things pretty tricky for managers. With the business world operating in a variety of models — from everyone working from home, to

The Antidote to the Great Resignation

When we started Root 30-plus years ago, we really didn’t know exactly where our adventure would take us. Our future state was a work in progress. The journey took many

Talent Acquisition Managers are Focused On the Wrong Things

I recently came across several articles discussing how Generation X is being perceived as “unhireable” amid this Great Resignation. According to a CNBC article, “Rapid digital adoption during the pandemic

Three Do’s and Don’ts for Your Post-Covid-19 Workplace

As a consultant to organizations that span all industries and have employees based on every continent around the world, I’ve witnessed my fair share of leadership successes and mistakes. I’ve

Talent Shortage or Subpar Employee Experience? A Tale of Two Cities

My last post covered how organizations must adapt to the needs and wants of today’s employees, because what worked in the past to attract and retain talent won’t be effective

PART 3: Unconscious Bias Efforts: Education Infused with Empathy

Hi, again. In our first blog in this series, we talked about why unconscious bias training efforts are often considered to be a complete waste of time and resources. Then,

creating a cohesive team

Three Ways Leaders Can Create Connections in 2021 and Beyond

The workplace has changed considerably in the past year. Many leaders, myself included, have seen great things come out of what appeared to be a worst-case work scenario. And despite

I’m Biased. So What? Why Unconscious Bias Training Doesn’t Work

Unconscious bias training doesn’t work. That’s the headline for over 400 studies and numerous postings, articles, and presentations. Yes, some training is better than others, to be sure, but after

The Way We Lead Change Needs to Change

One year into the pandemic, we’ve done the unthinkable. We’ve pivoted our businesses practically overnight. We’ve survived different and difficult work conditions, strained living conditions, and restrictions on our movements

It's Time to Celebrate

TIME OUT TO CELEBRATE: THE SECRET TO AN ENGAGED TEAM IN 2021

Leaders in 2021 are facing a major challenge: how to keep their teams engaged and pushing forward despite the tidal wave of change the global pandemic has set in motion.

DEI in 2021: Slow Your Roll and Act With Urgency

My sixth-grade science teacher, Mr. Davis, was a bit eccentric, which made for some great quotable moments. Often, as we started a lab assignment, he would declare, “Take your time,

Virtual Events Done Right

6 Tips to Ensure Your Virtual Event Beats Your In Person One

By now we’ve all realized that the world can’t just stop. We must keep plodding forward in our work and in our everyday lives, which can admittedly be a challenge

Engaging People in Duress Versus Engaging People in Success to Achieve Strategic Change

Over the last twenty years, my organization has had numerous opportunities to watch and participate in change efforts that have engaged the hearts and minds of people to deliver great

6 Reasons Why Servant Leadership is Best

Most aspiring leaders want to have an impact, possibly be recognized as an expert or guru, and maybe even be toasted at a company or industry event for making a

10 STRATEGY QUESTIONS SMART LEADERS ASK THEMSELVES EVERY DAY

Strategy without execution is meaningless. Execution without engagement is impossible. Jim Haudan Sounds pretty profound, doesn’t it? When you read the words, and look closely at their meaning, they’re so

Women Investors: An Underserved Market

I’ve been working since I was 16 years old. Now, as a 33-year-old woman, I’ve advanced my career and earned the financial rewards that come with hard work and business

Discomfort Is the Precursor to Breakthrough

Most people don’t like to admit it, even if they know deep down that it’s true. Discomfort often leads to great things. And this translates to leadership too. In fact,

The Send Button Is Stuck and the Receive Button Is Broken

Unless you practice the act of collaboration with intention, you’ll find yourself having back-and-forth debate or discussion, where your main priority is sharing your personal views. Interestingly, the word “debate”

Clarity, Connection & Conversation

Leading People During Uncertain Times: A Focus on Clarity, Connection, and Conversation

Here’s an assumption I’m making – you’ve got your communication strategy nailed down for the change you’re engaging in. Having cohesive messaging that all leaders are aligned on is critical

Crisis Reveals Managers’ “Superpowers”

The COVID-19 pandemic has barrelled its way across the globe, leaving social, economic, financial – and in some cases, political – devastation in its wake. But there’s something else that

How Do You Build Trust During a Crisis?

Every year, the Edelman Trust Barometer releases a study on the global landscape of trust in institutions. The Spring 2020 update, which shared the results of a survey of taken

Leading Through a Crisis: Part II

As the pandemic continues, Root cofounder Jim Haudan sits down with two of the healthcare industry’s respected, experienced, and successful leaders – Dr. Rick Lofgren, president and CEO of UC

Managing “Why, What, How?” During Rapid Change

Over the past few months I’ve had the pleasure of speaking with a number of chief human resource officers and talent leaders. After these conversations, I am invigorated and optimistic

Leading During a Crisis

Leading People Through a Crisis

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,

9 Steps to Get Your People into Training

Today’s world’s is tough for your people. Lots of change. Lots of uncertainty. To equip employees with the right knowledge, behaviors, and skills to keep them engaged, motivated and productive,

Protect, Prioritize, and Pivot: Being Agile in the Current Pandemic

Wow, what a ride! For those of you connected to talent development, you know what we’re talking about – and for those of you in other disciplines, you can probably

leading in the time of Crisis

Leading Your People in Times of Crisis

Some organizations emerge from a crisis stronger and more ready to thrive than they were before the crisis arrived. The big differentiator that separates them from companies that falter is

Musings on Change Cultures & CX Consistency

Creating a Culture of Change Fanatics I’ve been hearing a lot of grumblings lately that people, at every level of business, are tired of change. They are experiencing “change fatigue”

The Chief Strategy Officer of the Future

One of the cool things about consulting is that you get to see a lot, take a lot of notes, gather insights, and take those insights to your clients to

People Versus Bots: The Future of CX is Here

With advancements in technologies like Artificial Intelligence (AI) and Machine Learning (ML), the customer experience landscape is rapidly changing. Instead of needing live contact center agents to answer every call

Ring in the New Year with a Cup of Cheer, Spiked with Truth Serum

Root Inc. recently ran a survey asking members of the workforce to name their organization’s top priority for 2020. We expected answers such as grow shareholder value, manage costs more

Sustaining Change is Hard

Several years ago, I was part of the executive team at a technology company. My role, leading our customer experience team, gave me a unique insight into just how easy

Creating Change During Financial Downturns

Creating Change Mindsets During Challenging Financial Downturns

Whether your business is booming or going through a rough patch, just having the word “recession” bandied about can cause angst for your employees. Because the economy is a never-ending

Continuous learning for all

20 Years Later, I’m Still a Beginner

“What did you do today that made you feel stupid?” is a question I was recently asked. I paused, taken aback and puzzled by the phrasing and intent of the

Taking Risks: Going Forward and Stepping into the Unknown

One of the things I like to do in my free time is home projects. Some are small; others are fairly big endeavors. They typically involve woodworking and have included

The Art of Co-Thinking: Three Steps to Making Great Decisions (without taking a vote)

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. It seems more

Eight Steps to Becoming a Master Decision Maker

Given the number of decisions that leaders must make every day, you would expect that through repetition and practice they would continue to take their decision-making capability to higher levels

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Talent Solutions: Should I Buy or Should I Build? Maybe Both.

Traditionally, talent leaders have been split into two groups: either buying talent development solutions or building them internally. I know I’m simplifying here, but generally, talent leaders have had a

The Epidemic of Loneliness

Below is a guest blog from Robert E. Quinn, author, Professor Emeritus at the University of Michigan, Ross School of Business and co-founder of the Center for Positive Organizations at

Breaking Old Patterns: Why Co-Think Is the Best Way to Approach Engagement

If you’ve ever written a report or spoken in front of a group, whether for your classmates in Communications 101 or fellow C-suite executives, one tactic you’ve surely used is

The Time is Now: Creating a Meaningful Purpose

While there are many buzzwords clouding the business world, one that is making a lot of noise at the current time is Purpose. More than ever before employees and consumers

The Power of Dialogue: Engagement Is About Conversations, Not Presentations

Dialogue is at the root of all effective engagement and group action. This statement seems straightforward enough. Communicate with your peers and teams and you’ll be effective! Surprisingly, however, it’s

The One Trait for Success that Overshadows All Others

There are many different ideas about the characteristics a person must possess or develop to become successful. At the top of many people’s lists are traits like integrity and self-confidence.

The Secret Science of Meetings

From THE SECRET SCIENCE OF MEETINGS by Steven G. Rogelberg Copyright Steven G. Rogelberg Published by Oxford University Press Reprinted with permission Meetings are not in and of themselves problematic.

The Impact of Blinded Leadership: The Frontline Perspective

When Root’s leaders, Jim Haudan and Rich Berens, wrote their book What Are Your Blind Spots? Conquering the 5 Misconceptions that Hold Leaders Back I was intrigued. After all, advising

Meeting Design for Managers, Makers, and Everyone

Kevin M. Hoffman wrote the book Meeting Design for Managers, Makers, and Everyone with a simple goal in mind: helping people have meetings that empower better work. Knowing your own

culture is the way we do things around here

Honesty Is the Best Policy – The Truth About Leaders and Organizational Culture

I recently read in Harvard Business Review an imaginary case study posed in the form of a question: Can You Fix a Toxic Culture Without Firing People? At the end

Games at Work: How to Win Friends and Influence Salespeople

I’ve been in the learning field for a long time, but I’m new to Root. One of the great things about working here is that sometimes work doesn’t feel like

When Was the Last Time You Were Truly Listened To?

Think about the last time you were at dinner with a group of friends and you witnessed two people trying to talk through a tough issue. How did it go?

The Importance of Actively Absorbing Feedback at Work

I have been an artist at Root Inc. for 20 years, and for 20 years people have been telling me how I’m doing my job wrong. That may sound awful,

Decision Making: Embracing the AND

We live in a polarizing world of OR. We must decide to… Cheer for Ohio State OR Michigan Identify as progressive OR conservative Support secure borders OR immigration In each

The Unknown Truth – Practice Doesn’t Make Perfect

Growing up, coaches everywhere would say, “practice makes perfect.” But here’s the truth – it doesn’t! My dad was the first to realize that the quote, although it sounded nice

Why You Need to Embrace Conflict at Work

My days often consist of a visit to a client’s office. A strategy meeting is underway and the room is filled with fervor and possibility. HR folks, the CEO, and

Getting to the Heart of Real Change

Recently, we’ve been thinking about all the different ingredients that go into creating real change that sticks at work. It’s universally hard – no doubt about it. But at least

Root Workshops: Let’s Put a Ring on It

Six Steps to Planning the Workshop of Your Dreams Hey. It’s Holly and Jamie, your Root Workshop Learning Design gurus. In this article, we’re going to share our point of

Smarter Than You Think: How Technology is Changing Our Minds for the Better

  This is an excerpt from Smarter Than You Think: How Technology is Changing Our Minds for the Better. I have one caveat to offer. If you were hoping to

Can Being a Good Leader Be Taught?

There are people who seem to be born with natural leadership and management skills, and are therefore able to obtain leadership positions faster than others. Research from the University of

Want to be a Better Leader? Identify Your Blind Spots.

If you think the marketing world is trying to pull one over on you today, then you need to pull up some old school ads. Boy oh boy, we were

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Talent Management Winds of Change

The topic of Talent Management is a broad, but extremely critical one that can mean a lot of different things to different people. It encompasses attracting, selecting, engaging, developing, and

Six Actions to Mitigate Implicit Bias

In my three prior blogs on this topic, I emphasized three main points: Implicit bias is wired into who we are; don’t attempt to eradicate it. Instead, allow employees to

Leadership Lessons from the World Cup

Football, bloody hell. Somebody pinch me. For the first time since 1990, England is possibly only two games away from an unlikely World Cup win. For my American friends, you

Implicit Bias – Acknowledging I Am Biased

“I’m sorry. I messed up. I was wrong.” These words aren’t easy for most of us to say. Even when we see how we might have erred, we typically don’t

What Can COVID-19 Teach Us About How We Use Technology?

I’ve always been a late adopter of new technology. I resisted smartphones for years because I didn’t want to have constant access to email or social media. Now, if I

Sustaining Change is Hard

Several years ago, I was part of the executive team at a technology company. My role, leading our customer experience team, gave me a unique insight into just how easy

Abstract background - new technology

This is Why Your Users Aren’t Adopting Your New Tech

We’ve all experienced it before. A new piece of technology is introduced that’s designed to make the workforce faster, smarter, and more efficient. After months of planning and painful integration,

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