Communication Conduits

As I mentioned in last week’s article – communication is hard. Unclear communication obviously leads to misunderstandings. Unfortunately, it can also lead to hurt feelings, confusion, mistrust, and a loss of productivity. 

Two major communication pitfalls include: 

  1. The barriers to effective communication. 
  2. The components that make up an effective communication system. 

Last week I dove into the many ways that communication can break down due to internal and external barriers. You can think of this as the quality of the conversations that are happening. In this article we’ll look at structures that can be put into place to improve communication. This can be thought of as the quantity of communication occurring.

On a weekly basis I hear leaders and employees complain about the lack of communication in their company. This is almost always referring to internal communications between staff. Often this is not because of a lack of commitment to quality, intentional conversations. Rather, it’s because everyone is so busy, making it difficult to remember, or take the time to have those conversations. Once you are in a place where quality conversations are taking place, it’s equally important to establish conduits for regular and effective communication. 

Each business needs to decide who needs to know what information. That will be different for every single company based on the size, sensitivity of the information, culture, and more. This article couldn’t possibly explore all of the different scenarios for communication systems. Instead, I’m going to share some best practices that apply to most organizations. 

  • Direct Report Meetings

    On a regular basis, every staff person in a company should have conversations with the person they report to. This should be dedicated time where the supervisor listens, coaches, gives instruction, provides direction, and develops the relationship. 

Frequency varies based on the employee’s role, their experience, and their personal need for support. This is not a one-size-fits-all. I have had staff in similar positions, but very different meeting frequency. Some staff have a high need to process ideas or receive positive affirmations. Others like to be given marching orders and check-in when they come to a challenge. 

  • Regular, Effective Staff Meetings

    Most people hate staff meetings. This is usually because they are ineffective and a waste of time. Yet, this can be such an efficient tool for communication and driving work. If your staff meetings are a source of dread and frustration (or if you just want to make them the best use of time possible), check out this article. 

I want to be clear, a staff meeting should NOT be a time where everyone sits around and tells what they are working on. That isn’t what I mean by communication. Rather, all staff meetings should include a well structured agenda with components designed to provide appropriate communication.

  • Cascading Message

    Including this component in all meetings ensures that important messages and decisions are shared with the appropriate people. This practice can save a great deal of staff time. By using it consistently, you may reduce the number of people who need to attend each meeting. 

Dedicate a few minutes at the end of each meeting to determine what needs to be shared beyond the meeting attendees and who will deliver those messages. If necessary you can create a follow-up on those action steps in the next week’s agenda.  

  • State of the Company

    On a regular basis, company leaders should communicate to the whole organization about how business is going. A minimum of once a year is acceptable, quarterly is better. The entire staff team should know the current priorities and the progress being made. This is also a great opportunity to celebrate, recognize, educate, and build relationships.

  • A Two Way Street

    Quality communication includes gathering feedback from employees. While this can be built into Direct Report meetings and Staff Meetings, it’s a good practice to collect anonymous input as well. This is the best way to learn what staff are really thinking. Hopefully it goes without saying, feedback should not be collected if leadership is not going to address any concerns revealed. Collecting input and ignoring it is worse than not collecting it at all. 

Again, the above practices might not all apply to your company. But when it comes to communication, I always recommend implementing more, rather than less. You can always eliminate practices that are not effective or change things up down the road. 

While I’m on the subject of communication, I want to share a few practices for controlling email communication. Anyone who has email knows that it can completely consume your time and mental energy if you let it. The average employee spends just over 3 hours a day on email, and about two thirds of them are irrelevant! Multiply that by the number of employees in a business, and most leaders will be pretty motivated to make sure that the time spent on email is effective and efficient. 

  • Email Rules

    Critical conversations should not take place over email. Nor should sensitive information or important messages. Email is best for relaying facts, setting-up logistics, or sending out mass communications, like newsletters. A rule might be something like “Any email over 3 sentences needs to be switched to a live conversation.”

Leadership is responsible for creating an expectation for how email is used throughout a company. Telling people how to use email might seem petty. However, without established expectations, people will create their own norms. 

  • Email Coding

    Consider using a coding system for all internal emails. For example, the subject line might start with URGENT, THIS WEEK, FYI, or NO RUSH – letting the reader know how quickly they need to review the materials. With everyone using a similar system staff are better able to prioritize their time. 

  • Email Best Practices

    Here are a few more ideas on how to corral the email beast:

    • Train staff to be very selective when using cc:, bcc:, and reply all.
    • Discourage the drive towards a zero-inbox.
    • Provide staff with training on the lesser-known tools your email system provides. Things like automations, templates, folders, tags, etc. can save time and reduce busy work. 

Once communications systems are put in place, it’s important to monitor them. Otherwise, well thought out systems can deteriorate into annoying tasks. The intentionality of the structures put in place needs to be held high and team members need to be reminded of the purpose behind the process. 

Any business with more than a few people can improve their operations by focusing on communication. Quality communication involves clearly relaying messages back and forth. Creating systems for the appropriate quantity of conversations ensures the necessary communication has a platform. I believe any company that focuses on communication quality and quantity, will go far. 

Need help with creating a communication structure that works for your company? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to find opportunities for growth through improving communications. 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

 

The Problems with Communication

Communication problems

Communication is hard. A large majority of problems are created from a breakdown in communication. And communication is at the root of many, many organizational challenges including stress, strained relationships, low morale, frustrated staff and clients, and more. 

As I see it, there are two major communication pitfalls. I’m going to discuss the first one in this article and you can read about the second one next week. These are:

  1. Barriers that get in the way of sending and receiving messages
  2. Lacking the components of an effective communication system

First up – barriers. In every conversation there are Speakers and there are Listeners. Someone has something they want or need to share. Someone else may or may not want or need to hear the message. For the sake of simplification, this article is going to focus on two person communication; however, the concepts extrapolate out for larger conversations. 

In a two person conversation, where one person speaks while the other listens, there are 3 opportunities for the intended message to become jumbled. 

  1. What is articulated:

    The Speaker has thoughts or ideas in their head, and they want to share them with the Listener. When they go to share their thoughts, what they are thinking might not be what actually comes out of their mouth. Some of the reasons this happens could be: 

    • They may lack the words to articulate the ideas
    • The Speaker might mis-speak
    • If stressed, they may become confused or flustered and have trouble putting their ideas into words
    • Body language that is inconsistent with the verbal message being sent causes confusion and misunderstanding 
    • An accent, language barrier, or speech impediment might make words hard to understand
  2. What is heard:
     Even if listening intently, the Listener may not receive the message correctly. The game telephone is a great example of this. In the game, the barrier is the fact that players are whispering. In regular conversations barriers might include:

    • Surrounding noises
    • Distractions – both mental or exterior
    • Volume or hearing problems
    • If the conversation is taking place over the phone or via Zoom, there might be technical difficulties
  3. Listener’s interpretation:
     Even when the Speaker articulates their thoughts accurately and the message can be easily heard, there are still opportunities for the Listener to receive the wrong message. Some of the reasons a Listener might not receive the intended message include: 
    • They might not know some of the words being used
    • Words mean different things
    • Personal biases may prevent the Listener from accepting what they are hearing
    • If they are not mentally prepared to accept the message they might hear what they want to hear
    • The Listener’s mind might wander or they don’t give the Speaker their full attention and therefore not receiving the entire message

Now, if the Listener switches into Speaker mode with inaccurate information, this cycle of miscommunication continues to grow and become more complicated.

As you can see, in the delivering and receiving of messages, there are so many opportunities for errors. Assuming that we communicate with the intent of being understood, it’s important to close the communication loop holes.  Here are some simple techniques that can help do just that. 

  • Send a Clear Message

    When in the Speaker role, give thought to the message you are sending. Think through the best way to state it. If it doesn’t come out right, try again. Once your message is delivered, ask questions to gauge understanding. 

  • Find a Quiet Place

    Especially for important conversations, make sure you are in a space that is appropriately private, has good sound quality, and minimizes distractions.

  • Reflections

    As a Listener, reflecting back what you have just heard can be a valuable communication tool. Reflecting is not “parroting” exactly what was said. Rather it involves sharing what you understand the Speaker to mean. If you understand correctly, the Speaker feels heard and valued. If you get it wrong, it gives the Speaker the opportunity to clarify their message. 

  • Seek to Understand

    Again, as a Listener, ask follow-up questions. Work to understand their point of view. If a message comes across that puts you on the defensive, feels rude or attacking, or has a negative slant  – ask more questions before jumping to conclusions. When conflict arises, it can often be tied to miscommunication.  

Ensuring messages are sent and received accurately is key to quality communication. If your company has more than a few people, ensuring quality communication is key to smooth operations. On a weekly basis I hear leaders and employees complain about the lack of communication in their company. That is what I’ll tackle in next week’s article. 

Need help with improving internal communication? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to find opportunities for growth through improving communications. 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com 

The “I’m So Busy” Competition

What is the deal with this? People compete to be the most busy, the most rushed, and the most stressed. Like it’s an Olympic sport. 

I really love the meme that has been popping up lately that states: 

“We need to stop glamorizing overworking. Please. 

The absence of sleep, good diet, exercise, and time with friends and family is not something to be applauded. 

Too many people wear their burnout as a badge of honor. 

And it needs to change.”

What if, when standing around the water cooler, we bragged about how much sleep we got last night? Or how great we’re doing keeping our lives in balance? Wouldn’t that be a cool paradigm shift?  

To be clear, I’m not writing this from the perspective of someone who has never slipped into this mode. I’ve done it. Especially as a young professional trying to do everything. And as a working mom keeping many balls in the air. As I’ve gotten older and maybe a little wiser, I see how I contributed to the chaos in my life.

This article is not meant to shame anyone who is struggling to keep it all together. Rather, I’m going to share my observations on the topic as well as the importance of balance. A while back I wrote about Self Care, which relates closely to this topic. I also want to look at what we, as leaders, can do to help make this shift. 

So Much to Do, So Little Time

I recently came to the realization that I have more books that I want to read, than I will ever be able to get through in my lifetime. At first I was a little bummed when I recognized this. Then I mentioned this to a friend and he had a completely different reaction. He said: “Isn’t that awesome! There are so many great books in the world and so many options.” The difference a shift in perspective can make! 

While I would love to read all the books on my reading list (and all the books I have yet to discover), I don’t HAVE to get to them. I will read the ones I really want to get to. And I’ll read the ones I need for work or education. Some will just present themselves at the right time and I’ll get to them. 

The book thing got me thinking about all the things we fill our time with. If we were to work 24 hours a day, seven days a week, 52 weeks a year, there would still be projects to do or tasks to complete. Just like the book thing. We have a limited amount of time to give and we each have to decide for ourselves how much of it we are going to commit to the different areas of our life. Making this a thoughtful decision is key to balance and self care. 

How to Spend Your Time

First let’s focus on our work time. And the first step in this is deciding how much time you will work – full-time, part-time, project based, etc. If you’re self-employed, clearly define how much time you will commit to your business. 

Next I like to think of our work time divided into three categories: NEED TO, WANT TO, and SHOULD. 

  • NEED TO: There are the things we absolutely have to do. Likely these items are outlined on our job description or they are directives from our supervisor. If our job is important to us, then we have to do these things. 

Items on the NEED TO list can sometimes be subjective. For example, if an employee has a need for perfection, they may triple check their work. Another employee who has the ability to run through a project accurately on the first try might not have that need. 

  • WANT TO: These are projects that we believe will improve the company, culture, product or service. They are initiatives that we want to pursue, but are not required to work on. WANT TO projects provide fulfillment and engagement. Often these are the reasons we enjoy our jobs and make us care about the company. 

Depending on the amount of autonomy you have at work, this might be something you need to negotiate with your supervisor. Being clear about the things on your NEED TO list, and how your WANT TO items will benefit the company will help with your discussion. Also, if the WANT TO projects are the only thing keeping you at a company, they may truly be NEED TOs. 

  • SHOULD: Items on this list are things that are not required from you, and you probably don’t really want to do them either. It’s best to avoid SHOULDing on ourselves. The SHOULDs need to be evaluated to see what’s really going on there. You clearly feel an obligation to the task. Consider why that is and if it really belongs on the NEED TO list. 

An example is a project that you don’t want to do, but that would make you look really good to your boss. If you are actively working to advance at work, then you might want to shift it to your NEED TO list. On the other hand, if you are new to a position and it makes more sense for you to focus on your primary responsibilities, then this item probably needs to be removed altogether. 

Too often we approach everything that comes our way as a NEED TO. By thinking through how to categorize the many demands on our time, we can make decisions that will keep us from becoming overworked. 

Not Just a Work Problem

While at work, the NEED TOs take priority, in our personal life there should be a better balance between NEED TO and WANT TO. Being overworked or overextended is not just a work problem. Homes, family, friends, hobbies, volunteering, and more quickly fill up our non-work time. The problem is usually amplified for women who tend to carry the majority of home and child care duties. 

Categorizing tasks and activities can be applied to our personal time as well. This process can be a useful tool for families to use in order to distribute tasks or to decide what is really important. Having a clean kitchen might be a NEED TO for one person and a SHOULD for another. There might be items on your SHOULD list that really need to be outsourced because no one wants to do them, but eventually they NEED TO be done (hello housecleaning!) 

Evaluating the ways you spend your time can also reveal opportunities for positive change. If you aren’t getting enough sleep, scrolling social media for an hour before bed could be the culprit. When we think intentionally about how we spend our time, we will probably choose quality sleep over looking at cat memes. 

Leading Change

As a leader the categories still do not change. The biggest difference is that you are the one making decisions about what NEEDS TO be done for the company or organization. With this difference comes the power to drive change. As I see it, there are four key areas where today’s leaders can help reduce the glamorization of the overworked: 

  • Create jobs that are manageable – evaluate jobs regularly to ensure that they can be completed in the allotted time. Avoid filling every minute of a staff person’s time. Encourage creativity and staff taking initiative. This can lead to new solutions and  processes, and energize staff. 
  • Ensure NEEDS TO are really needs – your role is to divide the many tasks and projects that it takes to operate your business. As time goes on, priorities change. The leader’s job is to make sure that tasks remain relevant and true NEED TOs.
  • Set a good example – monitor your own use of time. Nothing encourages balance like the leader making it a priority. If you do need to put in extra hours, don’t make a show of it. The leader’s behavior will create the culture.  
  • Encourage balance – beyond demonstrating work-life balance, talk about it. Tell staff why it’s important. Help them figure out how to manage their role in a healthy way. If you observe a staff person engaging in the “I’m So Busy” competition, have a conversation with them. 

In today’s job market, leaders need to provide jobs that people want. This means work-life balance, opportunities for meaningful contributions, personal development, and a culture they will enjoy. Businesses that figure out how to do this will attract the best employees. 

Need help with creating a healthy culture? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to start creating a culture that celebrates work-life balance. 

Kim Stewart

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

You’ve Got the Power!

Choices

If you’ve been reading my newsletters for any amount of time, you may notice a recurring theme. I have written about several different topics. Something that comes up in a lot of them is the importance of choosing your mindset. In order to make positive changes in just about any aspect of your life, your business, or your career; it starts with the right mindset. Here are some examples: 

  • Building a Positive Culture = first you must decide that this is important to your business, READ MORE
  • Staff Leadership = this requires a leader who thinks about and genuinely cares about their staff, READ THIS or THIS
  • Effective Communication = starts with making it a priority for everyone in your company, READ
  • Problem Solving, Diversity, Equity, Inclusion, Self-Care, the list goes on and on!! 

Today I want to talk about the power you have to create a mindset that will take you where you want to go. 

So often in life things get busy and we just move along from one day to the next, handling all the things. It’s so easy to do! An article from Forbes on Brand Success states that we are exposed to 4,000 to 10,000 ad messages every day. In addition, experts estimate that we have between 35 and 55 thoughts per minute. So every second or two we have a new thought rushing through our mind. Think about that for a second! 

With all these messages coming at us and all these thoughts we’re experiencing, it’s hard to be focused and intentional. It’s much easier to go with the flow and simply react to what is happening around us.

Intentionality

Intentionality is defined as the act of being deliberate or purposeful. A good way to understand intentionality is to consider what the opposite looks like. Perhaps you have experienced a leader, coach or teacher who goes about their role in a way that seems almost accidental or unconscious.

  • The leader runs the department or business, but they don’t think much about how they do it or why. They just think about the bottom line or the outcomes. 
  • The coach leads the practices, but doesn’t make adjustments based on the strengths of the individuals or the characteristics of the team. 
  • A teacher might be teaching the same curriculum they have taught for 20-years, not considering the need to change as society evolves or as the needs of their students change. 

The unintentional leader (or coach or teacher) leads from a point of status. Things are done a certain way because they are the boss, and so apparently they know best. In my observations, this is an example of ego getting in the way. Decisions are being made based on the leader’s ego rather than what’s best for the organization, the business, or the people involved. 

The intentional leader has a markedly different mindset. They make decisions based on what is best for the company or organization, even if it’s not necessarily what is immediately best for them personally. When making decisions the intentional leader considers the impact that it will have on the clients and staff. Additionally, this leader is keenly aware of what is going on in the community, the country or the world, and how those factors impact their decisions and the perception of those decisions. 

Selflessness

As stated above, an intentional leader considers how their actions affect others. But really, it’s more than that. It’s making the decision to be considerate of others; that the leader isn’t better or superior just because of their position. This comes from a leader’s mindset. 

A selfless leader sees everyone on their team as having the ability to contribute to the success of the business. They seek input from those at all levels of the organization. They see the power in the team as whole, rather than the power created by their leadership. 

Selfless leaders realize that by helping staff succeed they are supporting the company, and in turn probably reaching their own goals. To help staff succeed the selfless leader:

  • Supports each individual in the way they need to be supported. 
  • Creates an environment where staff enjoy their jobs and respect the company.
  • Learns about the goals of their team members and helps support achieving them.

Mindfulness

Intentionality and Selflessness are two key components to being a great leader. The question is, if those are not things that come naturally, how do you get to that point? That’s where mindfulness comes in. 

Here is a definition of mindfulness that I like. It comes from Jon Kabat-Zinn: “The awareness that emerges through paying attention on purpose, in the present moment, and non-judgmentally to the unfolding experience moment-by-moment.” This is a great definition when it’s all together, but it’s also interesting to look at it in chunks. Breaking it down helps us understand the value of mindfulness for leaders.

  • awareness emerges – The leader doesn’t have all the answers. (No one does.) 
  • through paying attention on purpose – By taking the time to thoughtfully observe, we learn.
  • in the present moment – The leader is fully engaged in the current situation, not what’s coming next or whatever happened before. 
  • non-judgmentally – There are no preconceived notions clouding our thoughts, we take things at face value.

With all of the messages and thoughts we have going through our brains all day, it’s not easy to remain aware, present and non-judgmental. We have to work at it. Just like you practice cooking or yoga or Portuguese, mindfulness takes practice. 

The good news is that you can practice anytime and anywhere. Here are 5 super simple activities for practicing mindfulness. 

  • 4-7-8 breathing: Breathe in for a count of 4. Hold for a count of 7. Exhale for a count of 8. Repeat 5 times. 
  • Mantra Meditation: Find a quiet place. Choose a word or phrase you would like to focus on (such as “peace” or “I am present”). Close your eyes. Take deep breaths and repeat your word or phrase (out loud or in your mind) with each breath. If your mind wanders, notice it and draw your thoughts back to your word or phrase. Practice for a minute or two.
  • Mindful Eating: While eating, pay particular attention to all of your senses. How does the food look? How does it smell? How does your body/mouth react to the smell? How does it feel when you put it in your mouth? How does it change as you chew it? Chew twice as long as you normally would. How does that experience feel? Practice this for the first few bites of your meal or snack. 
  • Nature Walk: You don’t have to be in the woods to observe nature all around you. Even in a city there is weather and wind, clouds, birds, bugs, smells and more. Take a few minutes each day to observe nature. This can happen while you walk from your car into your office building or by taking a fresh air break. Simply take the time to notice the natural world. 
  • Body Scan: Start at your toes. Wiggle them. Spread them wide. Flex and release. Move to your whole foot. Do the same. Work your way up your body. Moving, rotating, flexing and releasing each body part or muscle group. Finish with a few deep breaths. This can be done at your desk or anywhere.

Practicing mindfulness helps train our brain to stay present when we might otherwise want to be reactionary. It allows us to be intentional in our thoughts. Through mindfulness we decide how we feel about things and how we react. 

The kind of leader you are should be a conscious decision, not something left to happenstance. What kind of leader do you want to be? 

Want to explore mindful leadership? Email me at kim@athena-coco.com to schedule a free 30-minute discovery call to find out how you can Calm the Chaos by choosing your mindset! 

Kim is a mom, wife, lover of being active and the outdoors,
and helper of nonprofits, small businesses and leaders.
kim@athena-coco.com

Developing Supervisors

About two thirds of American employees would forgo a pay raise if their company did this one thing. What is it?

  • Provide more vacation?
  • Increase benefits?
  • Hold weekly happy hours?

No, no, and no, it’s none of those things. 65% of employees say getting rid of their boss would make them happier than a salary increase. From that statistic we can infer that only about 35% of staff supervisors are very good at their job.

Many leaders find that supervising staff is the most difficult part of their job. And working with people certainly can be challenging for many reasons. 

  • People are all different – one size doesn’t fit all
  • People have varying degrees of professionalism and work ethic
  • People have lives and baggage they bring to work
  • People have opinions and minds of their own

It’s no wonder that supervisors struggle! Add to that the fact that in the role of supervisor you need to present yourself as an authority. A leader. And aren’t leaders supposed to have all the answers? Not necessarily. And that’s the topic of today’s article. 

It all Starts with Developing Good Supervisors

Having spent much of my career in the nonprofit sector, I can say without hesitation that I didn’t always do a good job of developing supervisors. On at least one occasion I have hired a new director, shown them to their office, gave them their list of direct-reports and sent them off to sink or swim. When you supervise people for a living, sometimes it’s hard to remember that it’s a skill people need to be taught. 

Forgetting, not taking the time, or not thinking it’s necessary to train staff on how to supervise is likely the source of so many bad bosses. Fortunately for me, I always learn more from my mistakes than I do from times when everything went smoothly. Here is what I have learned are the baseline skills any supervisor needs before they should be allowed to lead people. 

  • Good supervisors train their staff – not just what to do, but how and why

I touched on this a little in last week’s blog about internal communications. This topic is important enough to give more attention. Staff are not mind-readers. Can they figure it out? Yes, sometimes. They may be able to figure out what they should be doing. However, it’s the how and the why that will help them to be successful. It’s the how and why that will set any company apart from the competition. 

If a company makes widgets, it’s obvious that staff need to know what to do to make a widget.  Say the company prides itself on producing the very best widgets in the industry. There may be a special technique to making the very best widgets. This is where the how comes in. The supervisor will need to train staff on exactly how to create the very best widgets in the industry. Additionally, explaining the why will give the staff ownership and buy-in. If the company strives to be the number one widget producer in the world, how the widgets are made will play a big role in reaching that goal. The supervisor is connecting the dots between what the widget maker is doing every day and how it connects to the company’s global vision. 

As a supervisor, it is easier and takes less time to just tell staff what to do. It’s even easier to just tell them the what and the how. Really good supervisors close the loop to ensure staff feel a part of the bigger picture. Knowing why their actions have larger implications motivates them to take the extra steps to produce quality work. 

  • Good supervisors listen AT LEAST as much as they speak

Quality, thoughtful staff training will lay the foundation for a staff person to be successful. The next important component to supervising is to listen at least as much (if not more) than you speak. Once staff are trained on the what, how, and why, it’s time to shift to listening mode. Check for understanding. Ask what questions they have. Ask again, because they may not want to give a bad impression by not understanding instructions the first time around. 

In addition to making sure they understand their job fully, ask about their ideas for improvements. The company may think they have created the very best system for producing quality widgets. However, the people doing the work every day might have some great ideas for improving upon the process. Ask about efficiencies. Ask about quality. Ask. Ask. Ask. 

In a community I used to live in, the garbage men and women would go around and collect garbage by picking up the street-side dumpsters and physically dumping them into the garbage truck. This was time and staff intensive, as well as physically taxing. Deciding there had to be a better way, one garbage man designed an automated system that would pick up the street-side dumpsters and pour them into the garbage truck. He did the math and was able to show that investing in this system would reduce workman’s compensation expenses, enable trucks to operate with fewer staff, and warrant the company to expand its service. Leadership listened. The expansion allowed them to retain the extra staff no longer needed on the trucks, by growing to more service areas. 

Staff have great ideas. Granted, they have some bad ones too. Innovation and new opportunities come from discussing ideas. Good supervisors create an atmosphere where staff enjoy sharing their ideas – the good and the bad. 

  • Good supervisors treat staff like real human beings

Think about this. How do you like to be treated at work? With respect? Like you matter? As if the things you think and say have value and could help advance the work of the company? Well, it’s the same for employees. Gone are the days of people just feeling blessed to work for a company. Competition for quality employees is higher than ever. Creating an environment where people feel great about working for you is key to attracting and keeping the kind of people you want in your company. 

This means getting to know them. Find out about their family and their background. Supervisors should create opportunities to know what’s going on with their staff. They shouldn’t find out through the grapevine that a staff member is getting married or going to Australia or dealing with the loss of a loved one. Opportunities for personal relationship building should be built into staff meetings or one-on-one conversations. And supervisors need to listen closely during these segments. In addition to learning about the people who work for the company, supervisors will also learn a lot about what staff like or dislike about working for them. 

When developing a new supervisor, these are the basics. Creating learning opportunities where new (or not so new) supervisors can master these three things will start them on the path to success. Do leaders need to know everything? No. They need to know how to train their staff on the what, how, and why of their jobs. Beyond that, supervisors need to support and listen to their staff. 

I was going to move on to the skills that will take supervisors to the next level, but I think that warrants its own article. Next week I will delve into giving staff autonomy, the spotlight, and advancement opportunities. Isn’t it exciting to have something to look forward to!?!?

Want to create a culture where employees trust, respect, and enjoy their bosses? Need help cultivating good supervisors in your business or organization? Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss getting started. Calm the Chaos with quality supervisors, so you can find time to focus on what’s important to YOU! 

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

Improving Internal Communications

Employees are Drowning in Information but Thirsty for Clarity and Purpose

5 Strategies for Improving Internal Communications

When a business or nonprofit is having problems it usually boils down to one of two things: Culture or Communication. Often it’s both. Unless your business does not rely on people, these are two areas that should be given a high degree of intentional thought. Without attention, culture and communication evolve on their own. And it’s usually not very pretty. 

I previously shared about culture in this article and this article, so today I’m going to focus on Internal Communications. Here is a formal definition of what we’re talking about:

A group of processes or tools that are responsible for effective information flow
and collaboration among participants within an organization.

I like to think of Internal Communications in more basic terms: 

It’s how people know what’s going on and what to do. 

Very simply, if you are not being intentional about informing your team members about what is going on and what they should be doing to help reach company goals, it’s going make reaching your goals difficult. Most small businesses and nonprofit organizations do not have the financial resources to invest in a Communications staff person. Therefore, this article is going to go over 5 tactics for ensuring quality internal communications. Before we get to that let’s dig deeper into why it’s important. 

  • First and foremost, leaders need to communicate their vision or the organization’s mission. Every time they are in front of their team they should be articulating their vision. As Yogi Berra said: “If you don’t know where you’re going, you might not get there.” If you do not communicate the direction you are taking the company, there will be confusion – at best. At worst, your people may be actively driving your business in a different direction than you, simply because they don’t know where you’re going. I go into more detail on the importance of vision and vision sharing in this article.  
  • Staff training is a component of internal communications. This is important so that staff (or volunteers) know, not just what to do, but also how and why leadership wants the job done a certain way. Many companies succeed in training a staff person on what to do. Failing to explain how and why is similar to not sharing your vision. In those cases staff will come up with their own way of doing things.

My daughter just started her first “real” job. She’s helping set up for events and weddings. In training her, if they had just told her to set up chairs (what to do), she may have had them all facing the wrong direction. Or she may have put them way too close together. Or put them in socially distanced clusters. By clarifying the vision of how the event should look and the experience they want for the attendees, she was able to do her new job successfully.

  • Communication reinforces culture. Employees can smell a “flavor of the month” leadership initiative a mile away. If you want something to stick, you need to repeat it. Over and over and over again. This is how your values become a deep seeded, integral part of your company’s identity. They become your culture. 

If you are committed to vision (or mission); well trained staff; and creating a strong culture, read on for some simple techniques. 

If you read many of my articles, you will notice that several of the strategies I suggest starts with your mindset. This one is no different. As the leader you need to be committed – 100% – to creating a culture that is built on relationships, trust, and growth. If that’s not where you’re at, you are wasting your time reading my articles. 

Alright, it looks like you’re still reading, so let’s dig into some techniques you can implement, right away, to improve effective internal communications. Since I work mostly with small businesses and nonprofits, it’s important to me to share strategies that can be implemented without a great deal of expense or dedicated staff time. I understand very well that budgets are tight and everyone already has a very full plate. 

1. Staff Meeting structure
No one likes to meet, just to have a meeting. That’s a waste of time and only increases frustration for busy people. We will get to ensuring your meetings are purposeful in strategy #2. Before that, let’s look at the value of a staff meeting structure. If your meetings are regularly scheduled, have an intentional agenda, and start and end on time, these can be the single most effective communications tool in your toolbox.

A strong staff meeting structure gives staff the support of knowing when they will be informed about important company information. It allows leadership to hear from other team members. It provides a team building, problem solving, and education platform. If the words – staff meeting – elicit fear or dread in your company, they are not being used as effectively as they should be.

Every company will have a different structure for their meetings based on size, number of departments, geographic locations, and more. You need to decide what is right for your teams. At a minimum, I suggest the following:

    • Weekly 90-minute leadership team meetings
    • Weekly meetings for next level/department leaders
    • Monthly meetings for part-time or front-line staff
    • Quarterly all staff meetings
    • Regular one-on-one meetings between supervisors and their direct reports

Based on your needs you may add in additional layers or configurations. An annual meeting might be right for you and your business. If volunteers are part of your operations, they should be included in you meeting structure.

2. Plan for outcomes
Building on the staff meeting plan, it’s not enough to have a structure in place. It’s what you do with it that counts. I’m sure many businesses have regular staff meetings, but communication is still lacking. 

Here is where the mindset piece comes in. Meetings are dreaded when there is no agenda, no expected outcome and no plan. So much time is wasted because people are brought together for staff meetings where everyone just goes around and shares what they are working on. Sometimes this is valuable, usually it creates a slippery slope of disengaged employees. 

When planning your staff meeting structure, think about the purpose for meeting and bake that into the agenda. ALWAYS have an agenda. If building relationships between team members is important, include time for that. Is communicating project status important, put it on the agenda. Have problems to solve and issues to resolve, designate plenty of time for that. Again, every team is going to have different needs. Here are my suggestions for agenda items:

    • Transition (from pre-meeting work to meeting mode) – this could be a “good news” sharing, opening thought, or other openers
    • Announcements
    • Review “to do” list from previous week/project updates
    • Company updates – what are we hearing from customers or staff?
    • Issues – identify and solve problems
    • Create and review “to do” list for next week
    • Cascading messages – what needs to be shared with other teams or staff?

As I stated before, effective staff meetings are your most powerful communication tool in your toolbox. It just requires structure and planning. 

3. Staff training system
When training your staff, pretend that the new person is starting their first job ever. This is not because you’re assuming that they are stupid. It’s so that you make sure you consider all the things that will help them to be successful. When you have worked for a company for a while – all the things – become second nature. Those things might not seem like something you need to explain to people. That’s because you live it every day. 

Take the time to consider the what, how and why of each position. Include that in the training. Assuming you are not the person training every single team member, make sure you put the same thought into preparing those staff who will be training others. Ensure that they know and are committed to training the what, how and why as well. 

In addition to training new staff as they come on board, regular on-going training will help reinforce expectations and culture. Your Quarterly Staff Meetings can be very effective in delivering mini-trainings and keeping everyone’s skills and understanding sharp. 

4.  Consistency and reinforcement
Stating things over and over can be annoying. Some leaders feel like saying something once should be enough. However, we have all heard the marketing adage: It takes hearing a message seven times before consumers are aware of it. The same goes with internal communications. This is why leaders should share their vision/mission and values every single time they are in front of their team. Quarterly Staff Meetings are a great conduit for leadership messaging. 

In addition to verbal communications, consider reinforcing messages with visuals or social media. Posters, flyers or social groups can be used to amplify the importance of strategies, reinforce processes and systems, and to communicate initiatives or changes.  

5.  Ramp it up during change or crisis
Anyone who was part of any organization when the pandemic hit in spring of 2020 knows the importance of internal communication. Were staff kept informed of how the global changes were impacting the company? Was everyone clear on changes that were being made and why? Did all team members have the information and resources to feel competent and supported in their role? Crisis tends to shine a very bright light on the quality of internal communications. 

During a crisis, having a staff meeting structure in place isn’t enough. Consider adding weekly or even daily calls to bring everyone together. Even if there are no new updates, your people need to hear from you and connect with each other. Increase your one-to-one conversations with your direct reports (and expect it from everyone else). Even a 5-minute conversation will do wonders to help your staff to feel connected, included, and valued. Send out weekly communications with status updates and talking points. Your staff will be asked questions. Make sure they are well prepared to give good answers. 

“We don’t grow when things are easy, we grow when we face challenges.” ~ Joyce Meyer 

These same principles apply when you are driving a change process in your organization. If you’re implementing a change: plan it intentionally; repeat yourself on the what, how and why; and ramp up your communication throughout the process.  

Bonus!

I have two last “bonus” points that I want to make. First, while this article is largely about leaders communicating to the rest of the team, internal communications are about both speaking and listening. Opportunities to gather feedback both formally and informally is equally important to a healthy internal communications system. Truly listening, then processing the thoughts, ideas and concerns of your staff will create a culture where they want to do the same for you. 

Second “bonus” point: internal communications improves external communications. When your staff feel informed, valued and respected, the positive external communications they will spearhead are public-relations gold. Organic positive conversations about your business are priceless and cannot be manufactured or bought. Committing to a strong internal communications game will elevate your external communications without you having to lift a finger. Additionally, handling internal communications well during a crisis, will amplify trust both within your team and in the larger community. 

Need help creating an internal communications plan that is right for you and your team? Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss getting started. Calm the Chaos and improve internal communications so you can find time to focus on what’s important to YOU! 

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

Diversity, Equity, Inclusion: Three Simple Steps to Get Started

Diversity, Equity, Inclusion

There are many voices out there on this topic. Many are going to be more qualified than me to speak in-depth on Diversity, Equity and Inclusion. In this article I will be sharing my perspective along with some thoughts on how to start these conversations in your workplace, or even in your family or friend group.

I had the honor of serving my community through the YMCA for several decades. The work I lead and was involved with was important and impactful. One initiative from the YMCA of the USA that I have been very impressed with, and have carried with me throughout the years, involves their work on Dimensions of Diversity. This work has resonated with me because it goes far beyond gender, skin color, and age. Those are big and often obvious categories, which over-generalize who people really are. Generalizations are necessary for studying trends, creating non-discrimination policy, and supporting marginalized groups; however they create problems when we use them to lump all people together. 

While working with a client recently, she shared her story of being a young black woman who excelled in the violin. For a long time she felt like an outcast. “Black people don’t play in the orchestra” was something she heard and felt on a regular basis. In discussing her experience she used this phrase:

Black is Not a Monolith 

Having only heard the word “Monolith” recently in relation to the one discovered in Utah last summer, I did a bit of research. Apparently it’s a phrase that’s been around for a while, and has resurfaced with the release of Lena Waithe’s Queen & Slim. While I have not seen this movie, it sounds like the phrase is used to express the fact that all black people are not necessarily from the ghetto. Essentially, black people come from all kinds of communities and backgrounds. When you think about it, that doesn’t seem like something that needs to be stated. However, it’s human nature to try to categorize and simplify things we don’t understand. 

 In talking further with this client, she shared with me that she was from a small town. She told me her town “only had four high schools.” This is when the complexities of diversity really struck me. My town had exactly one high school. In fact it had exactly one school of any kind, Kindergarten through 12th grade. In the years since I graduated they have added a preschool. Still one school. As a member of the tiny little Generation X, my graduating class had 26 people in it. 

This started me thinking about other personal experiences where the diversity in our backgrounds was very striking. When I worked in Chicago one of my staff, a woman in her 40s, had never had a drivers license. Or a car. She taught me how to use the bus and the L – explaining routes, lines and transfers – from memory. Growing up on a farm I wouldn’t have been able to participate in afterschool activities, have a social life, or a job without a license and a car. It was unimaginable to never have a car or a license. Growing up the way she did, she couldn’t believe I’d never used public transportation. 

These experiences and reflections keep bringing me back to the Y-USAs Dimensions of Diversity. Looking at one dimension of a person and defining them by it is part of our society’s problem with embracing diversity. It leads to limiting beliefs and stereotypes. All black people are fill in the blank. LGBTQ+ people never fill in the blank. People living in poverty are all fill in the blank. Women just aren’t meant to fill in the blank. None of us should be defined by one aspect of our identity. Least of all marginalized groups. 

Today, many companies and organizations are in the position of knowing they need to “do better” with diversity, equity, and inclusion; but they might not know where to start. This is understandable; it’s a huge, complex and often controversial topic. I’d like to offer you three simple steps to get you started. These can be implemented with no cost, no additional staff or resources, and very little change to your operations.

  • Mindset – leadership commitment

First and foremost, the leadership of the business or organization needs to be genuinely committed to shifting the culture. The top leader especially, but also the leadership team needs to believe in the importance of celebrating diversity, valuing equity, and driving inclusion.

In order to ensure that you are ready for this, it will likely require some challenging conversations as a team. The discussion must go beyond: “Is everyone good with this?” Each and every leader needs to be committed to driving change, supporting difficult conversations and situations, and being an agency-champion for this transformation. If every single person isn’t 100% on board, the leader has a decision to make. Does she/he postpone this initiative until the timing is better or do they make the changes needed to create the leadership team that will move the company needle on DEI. 

  • Commitment to understanding

As you begin your initiative around Diversity, Inclusion and Equity, one of the first tenements to establish is the commitment to understanding where people are coming from. Impressing upon staff the importance of listening and being open to understanding the journey their co-workers are traveling is key to building your foundation.

It doesn’t matter what other people think about Meghan Markles’ skin color. If she identifies as black, that’s a dimension of who she is. Self-identification is up to the individual and it doesn’t matter if other people agree with it or not. Supporting DEI means accepting others as they identify, and striving to understand.

The leadership sets this expectation and supports staff as they work to learn and grow. They also watch for those team members who are resistant to this change and take action with anyone who is not a match for the culture they are trying to create.

  • A little bit of time in each and every staff meeting

The first two steps are really about mindset, setting the tone, and creating a culture. This one provides action items you can take and use right away.

The most valuable communication tool that leaders possess is the staff meeting. If your staff meetings are not important, engaging, effective, and driving communication and culture, consider reading this. Incorporating mini-activities into your team meeting (and every other staff meeting in your company) can start the exploration of diversity, equity, and inclusion with the broad base of your business.

Hopefully your staff meeting includes some sort of a transition or opening. This aspect of your meeting is meant to help team members shift from whatever-they-were-doing-before-the-meeting to full-on-meeting-mode. Good things to include in this phase of the meeting are things like:

  • An opening thought
  • Check-in
  • Company headlines
  • Celebrations

In order to get everyone thinking about the diversity of their team, consider adding a “backstory question.” This tool can be fun, but at the same time it helps everyone to start to understand more about their teammates. If time is tight this activity can take as little as 2-minutes by doing it “whip style.” Or if you want, you can add a reflection component to dig deeper.

Here’s an example:

  1. Have everyone go around and share what their first job was and something they learned from that job that they still utilize today. If you have 10 people in the meeting, this will probably take 5-minutes at the most.
  2. Those wanting to dig deeper can pair people up (preferably connecting those with the most differing first jobs, like walking beans with interning at a magazine).
  3. Have one person spend 2-minutes asking the other person questions about their first job.
  4. After their time is up they switch roles.
  5. You can close with a group reflection on what they learned about other people that may have surprised them.
  6. Doing the full activity will take a maximum of 15-minutes.

Here’s a list of ideas of backstory questions you can use to get started:

  • What was your first job? What did you learn that you still use today?
  • How did you get to school when you were little? How was that the same or different from other kids at your school?
  • What’s the first team you remember being part of? How did that experience shape you?
  • How many kids were in your family? Where are you in the birth order? What does that say about you? 
  • What was your favorite subject in school? How have you carried that with you? 
  • Share about the kind of home you grew up in? 
  • How did you decide what you wanted to do for a living? 

As time goes on your questions can progress towards being more probing. Another idea is to have volunteers come up with questions for the next meeting or create a sub-group of volunteers to work on questions and activities.

As you and your team become more comfortable exploring diversity there are many more activities you can incorporate and initiatives you can drive. Sometimes getting started is the hardest part. Hopefully these simple steps can spark the beginning of your journey. 

Need help creating a plan that is right for you and your team? Want an outside resource to facilitate crucial conversations around DEI? Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss ideas that will help you get started. Calm the Chaos and create a great culture so you can find time to focus on what’s important to YOU! 

 

Kim is a mom, wife, lover of being active and the outdoors,
and helper of small businesses and nonprofits.
kim@athena-coco.com

Employee Turnover – What’s the Real Problem?

Here’s the thing. No one who loves their job ever says; “It’s great, my boss humiliates me every time I make even the smallest mistake!” And no one who enjoys where they work ever says: “Upper management only thinks of themselves, I love it and think you will too!” People who love their jobs have bosses who are good human beings.

“Want to be a good leader, be a good human”

I read this somewhere recently, and I can’t stop thinking about it. It’s so true! Think about it. Any leader that you have had, who you have truly respected and wanted to do a good job for – I bet they worked intentionally at being a good human. The opposite is likely also true. Leaders who you didn’t enjoy working for or with, probably didn’t spend much time considering how their behaviors impacted others.

I’m talking about the leadership version of the Carrot and the Stick metaphor. Do you get your staff and volunteers to do the work that needs to be done by using a Stick or a Carrot?

The Stick 

Using a Stick means tactics like threatening, ridiculing, embarrassing, manipulating or intimidating people. The phrase “Do it this way because I said so” might be common from leaders who employ the Stick methods. It’s anything where the person in charge says or does something that makes a team member feel bad about themselves. Sometimes it’s intentional and the leader thinks that’s the best way to lead. Other times it’s simply that the leader doesn’t consider the impact of their words or actions. Stick leadership doesn’t always come out sounding harsh. It can be sugar coated, or made to sound like the leader is “only joking”. (Hint: they aren’t joking.)

The Carrot

The tricky thing with the Carrot is that it absolutely, 100% has to be sincere and genuine. Otherwise it’s just another form of the Stick. I certainly don’t want to insult anyone by explaining what it means to be a good human. However, often times in business it can be easy to slip into the belief that humanity and business need to be kept separate. Therefore, I’m going to  focus on several traits of being a good human and how they relate to the working world.

  • Be Considerate

A considerate person thinks about others and how their actions and decisions impact those around them. A considerate leader talks to the people impacted by their decisions. They consider all sides of an issue and the pros and cons. Ultimately, a leader needs to make decisions based on what is best for the company or organization. However, the considerate leader also knows that if a decision is bad for the employees, it’s likely also bad for the long term success of the company.

  • See the Value in Others

Good leaders and good humans look for the positive qualities and value of other people. Rather than watch for employees to do something wrong, they lift up the positive qualities and skills of their team members. This isn’t to say that you ignore poor work or inappropriate behavior. If your people have been adequately trained and fully understand the values and culture of the organization, you can rightly expect them to do the job and produce the expected outcomes. Along the way they may do things differently than you would. Look for the positive in the differences.

  • Listen

In order to be considerate, you have to be a good listener. Many leaders are under the false impression that their job is to talk all the time. Worse yet is when they think they should be talking about themselves all the time. Initially, when getting to know their team, the leader may have to show vulnerability by sharing about themselves. If the intent is to get others to share about themselves, it’s a good tactic. The leader needs to know when they’ve shared enough about themself to set the stage, then they need to shift to listening mode. Along with listening, leaders need to practice asking really great probing questions and reflecting what they’re hearing. I talk a lot about the topic of being a listening leader here, here, here and here.

  • Be Honest and Open

As a leader there are definitely things that you need to keep confidential. Information about other employees, certain business deals, sensitive decisions, etc. However, many leaders make the mistake of keeping everything from their team. Good leaders share the good and the bad aspects of the business. Good leaders explain the thoughts behind their decisions. Good leaders are open about the things they are dealing with. Staff and volunteers like to be informed. It helps them make better decisions and feel more ownership. It also builds trust.

  • Build Relationships 

Good leaders build genuine relationships with their team members. They care about staff and volunteers as people. When leadership has put in the time and energy to develop quality relationships, the level of trust and commitment to work increases. The difficult thing here is that it can make it harder on the leader when they need to deliver negative information. No one wants to share something that will be difficult for the people they care about. While it’s hard on the leader, it’s better for the employee. They know that the leader is delivering the message from a place of caring and love.

  • Communicate

The number one issue I see in any of the businesses I work with involves communication. I’ve shared before in this article about how the most important things a leader can communicate are: the vision (or mission), the company values, and connecting the dots between each person’s role and that vision (or mission). Because it’s your vision, you should be repeating it every chance you have with your team. You cannot expect everyone to just “get it” because you explained it once. It may take them several times of hearing it before it clicks for them. This takes patience. You may feel like you’re repeating yourself. Go ahead and make that effort. It will pay off significantly.

  • Show Respect

All of these behaviors can really be summed up in the word respect. People – staff and volunteers included – want to feel respected. They want to know that the people they work for and with care about them as human beings. They want to be heard. They likely work for you because they want to be part of something bigger than themselves and want to understand their part in the success of the business or organization.

Another quote that I read recently goes like this:

Never push a loyal person to the point where they no longer care.

When does this happen? When the loyal person gives, not only their time and talent to an institution, but also their passion and energy; yet they don’t feel like it matters. When they are not treated with respect. When their frustrations fall on deaf ears.

 It is a privilege to lead people. When turnover is a problem, it’s likely a leadership problem. Companies spend a lot of time trying to determine salary ranges and benefit packages. They work for hours on employee handbooks and policies. Treating staff and volunteers with respect and kindness costs nothing, it can be implemented immediately, and it yields amazing dividends. Be the Carrot.

It’s easy to have blind spots regarding relationships with team members. Email me at kim@athena-coco.com to schedule a free 30-minute consultation to discuss ways to improve employee retention. Calm the Chaos by improving staff retention so you can find time to focus on what’s important to YOU.

All Strategies are Not Created Equal

Last week I wrote about Rethinking Strategy and the concept of Real-Time Strategic Planning, based on a book called The Nonprofit Strategy Revolution by David La Piana. While this book is focused on the nonprofit sector, I believe the concepts have wonderful application for both for-profit and not-for-profit businesses. Another concept in the book that I found really compelling is around the Strategy Pyramid. This article will dig into this concept and how it may be a useful way for you to think about strategy in your business.

Traditionally thinking around strategic planning conjures up memories of massive information gathering, multi-day farming sessions, and binders filled with fancy reports. Real-Time Strategic Planning is much more nimble and relevant to today’s fast paced business environment. It is built on the foundation of a strong vision or mission and gives a business the ability to quickly adapt as new challenges or opportunities arise.

Another common trait of traditional strategic planning is that oftentimes the strategies are not strategies at all. Through the traditional planning process many things come up that would be good for the business to focus on. These could be goals, programs, operational processes, technology, or something else all together. While important, these things are not necessary “strategy level” items. At least not Organizational Strategies.

This brings us to La Piana’s Strategy Pyramid. The Strategy Pyramid is made of three levels of strategies:

  • Operational Strategy (bottom)

  • Programmatic Strategy (middle)

  • Organizational Strategy (top)

In this pyramid, the base is made up of Operational Strategies, Programmatic Strategies are in the middle and Organizational Strategies are the top.

Operational Strategies

All strong organizations are built upon a strong base of administrative processes and management systems. In order to run effective programming and have a positive impact on the community a nonprofit must rest upon the solid base of strong operations. To deliver quality products and grow sales a for profit business must have the same solid foundation. Strong operations ensure the “trains run on time” (quote from my friend Cameron Nicholson).

Operational Strategies are the initiatives designed to improve efficiencies, execution, or responsiveness. These could include any number of things. Some examples include:

  • New software will help you manage your campaign more efficiently

  • A Diversity and Inclusion training to grow your staff team

  • Preventative maintenance plans to protect your assets

  • Initiatives to improve communications with staff or customers

Generally speaking, operational strategies are those things impacting the infrastructure of the business, such as human resources, finance, technology or communications.

Programmatic Strategies 

In the nonprofit world, programs are where the “rubber hits the road.” They are how an organization delivers their mission to the world and provides the impact they intend for their community. In the for profit universe, this layer of strategies is likely the products or services the business sells. In both instances, when a customer or community member thinks of the business, it’s the programs or products that they usually think of first.

Programmatic Strategies are the decisions around what activities/products will be delivered and how they will be delivered. Here are a few of the decisions that could lead to Programmatic Strategies:

  • Delivering programs in-person on on-line

  • Providing carry-out or delivery

  • Narrowly focusing your products or offering a broad range

  • One product/program, a few, or many

Programs (or products/services) sits on top of the operations; they are supported by that solid base.

Organizational Strategies

On the top of the pyramid are the Organizational Strategies. These strategies honor and are developed in order to fulfill the organization’s mission or the company’s vision. They take into account trends happening in the market, challenges coming from competitors, opportunities from partnerships, and their unique deliverables. Organizational Strategies are the big picture actions or activities the business will take to move towards achieving its mission or vision. Organizational Strategies include things like:

  • Expanding to new service areas

  • Establishing an intentional brand or culture

  • Shifting funding sources

  • Expanding to online retail

Even though the Organizational Strategies are on the top of the pyramid, this is actually where we start when formulating strategy for a business.

Start Building at the Top

With almost any construction project you start at the base and build up. This process of strategy formation does just the opposite, It starts with clarifying mission and/or vision and builds down through the layers. The mission/vision is the heart of the business, its purpose for being, and the very core of all decision making. It’s a solid practice to regularly visit the mission/vision to keep everyone focused on why the business exists. Your organizational strategies are the ways in which you will work towards your mission/vision. To quote La Piana: “Organizational Strategy is about who and what the nonprofit is in the larger world. It’s about organizational identity, direction, brand, and market position.” Same goes with for profit companies.

Once Organizational Strategies have been established, it gives clarity to the kinds of programs, products or services that should be delivered and how they will reach the participants and customers. Programmatic Strategies can be developed which support and align with the Organizational Strategies. After these top two layers are in place, Operational Strategies can be created in order to best serve the strategies that rest upon this base layer. By building each layer based on the strategies above it, each segment is connected and creates a coordinated set of actions. Programmatic and Operational Strategies can also be thought of as large or involved goals which will help you work towards your Organizational Strategies.

Examples

To help give some clarity, here are a couple of examples of how strategies may look in a for profit company and a nonprofit agency.

  • For profit clothing retailer:

    • Organizational Strategy: In addition to our thriving catalog and website sales we will add pop-up stores in order to see if physical locations will appeal to our customers.

    • Programmatic (Product) Strategy: This summer we will have pop-up stores at festivals in the three states where our sales are highest. We will provide our top selling summer items in a variety of sizes and limited colors.

    • Operational Strategies: In order to support our summer pop-up stores we will need to research and invest in a mobile pay system and mobile store hardware (racks, displays, tent, and changing booth). A dedicated staff will research and secure venues as well as create a schedule and communication system.

  • Nonprofit environmental agency:

    • Organizational Strategy: Our mission is to create a sustainable planet with future generations in mind. To this end we will focus on improving air quality in the metropolitan community we serve.

    • Programmatic Strategy: Our signature program will be a tree planting initiative which will engage volunteers and school or camp youth groups in planting trees. The program will involve education and follow-up care to ensure long-term impact.

    • Operational Strategies: Funding will be central to supporting the tree planting project. Development will focus on grant writing and corporate sponsorships. Additionally, a dedicated staff will be responsible for identifying locations, recruiting volunteers, securing youth groups and coordinating events.

These examples are greatly simplified, but they clearly illustrate the importance of each strategy building upon the one before it. Thinking of strategies as a coordinated set of actions not only reduces waste, it helps propel you towards your vision/mission.

If you would like to explore Real-Time Strategic Planning for your business or organization, email me at kim@athena-coco.com to schedule a free 30-minute consultation. Calm the Chaos by streamlining your strategy development, and find time to focus on what’s important to YOU.

Rethinking Strategic Planning

Any business or nonprofit with a strategic plan developed prior to February 2020 now likely realizes the limitations that come with a traditional 3 to 5 year plan. I doubt there were many strategies in place to help your business deal with a global pandemic. And yet, that is exactly what hit us and continues to challenge many businesses and organizations.

Thinking strategically about where you want to take your business is a key component in making sure you get there. After all, having a great vision for the future of your business is only half the battle. You also need plans and steps to get you there; as well as, communication with and buy-in from your team. If you are still in the process of crafting your vision you might want to go back and read this and maybe this to work on that piece of your business leadership. Once you are crystal clear on your vision, you need to mobilize every member of your team towards reaching that vision. That’s where strategy comes in.

Strategy is defined as:

A plan of action or policy designed to achieve a major or overall aim.

This is a pretty simple definition for something that is so important to the success of your business. This article is going to share some of my ideas on how best to create strategy for your business, along with some of my key take-aways from a book called “The Nonprofit Strategy Revolution” by David La Piana. While the book is focused on strategic planning for the nonprofit sector, the points I will share are applicable for both for profit and nonprofit businesses.

Traditional Strategic Planning

The first point I want to share is around the timing of strategic planning. Traditionally, every 3 to 5 years organizations spend exorbitant amounts of time and energy on creating a beautiful strategic plan. It would involve input from stakeholders and volunteers, customers and staff. Every word would be crafted to be just right. In larger organizations they would often hire a graphic designer add in images and charts and graphs to make it really beautiful for sharing and showing off. There are several problems with this traditional method of strategic planning.

  1. First and foremost is that society and business move too quickly these days for a plan to be relevant for more than a year or so. Businesses need to be much more responsive to the ever changing world.

  2. Building on the first point, your business is likely also changing quickly. As you continue to work towards your vision you will need to continuously recalibrate to ensure you’re still on target.

  3. When a business commits significant time and resources to a strategic planning process, they are often burnt out on the whole thing and they don’t want to even think about strategy for a while. Big mistake since your strategies should be driving your goals, actions and decision making.

  4. Those shiny impressive documents often end up in a drawer or on a shelf, never to be looked at again, until the calendar says it’s time for another planning process. A plan that is not actively referenced and measured is of little value.

Real-Time Strategic Planning

The concept that is laid out in David La Piana’s book provides a method of creating strategy that is much more responsive and relevant than the traditional process. With the need to adapt quickly to new information and dynamics, any business can benefit from implementing the Real-Time Strategic Planning Cycle. Three key components that really differentiate this process from the traditional include:

  • Strategy Screens

  • Big Questions

  • Ongoing Implementation

Strategy Screens

In a traditional planning process the business usually takes time to clarify their mission and/or vision, who they are as a company, and their organizational identity. That part is similar in the Real-Time process. The next step is what really looks different as the business uses that information to create “Strategy Screens”. These are criteria the organization will use to analyze potential strategies they might implement when faced with challenges and opportunities. The Strategy Screens helps the company determine if the potential strategy is consistent with their organizational identity.

Every company’s Strategy Screens will be unique to their organization and will likely evolve over time and as needs change. Screens are written in the form of a statement that each potential strategy is compared against. For example, La Piana’s suggests that most companies will have something similar to these two screens:

  • The strategy is consistent with our mission/purpose.

  • The strategy builds on our current competitive advantage(s).

Each business will have between 5 and 8 screens. Other topics that are important to compare the potential strategies to are things like breaking-even or surplusing, sustainability, human capacity, consistency with brand, and honoring key relationships. By developing Strategy Screens thoughtfully and intentionally AND before a crisis or opportunity presents itself, will simplify your decision making. This process helps you focus on what is important as an organization and avoid being reactionary or losing sight of who you are when the pressure is on.

Big Questions

When a challenge or opportunity presents itself, rather than jump to the potential strategies, the Real-Time process involves determining the “Big Question”. The Big Question frames the challenge/opportunity and can drive the potential strategies. For example, when the pandemic hit, restaurants struggled significantly. Options for the Big Questions for businesses that particular industry may have been things like:

  • How will we stay in business?

  • How can we change our business to meet new needs?

  • How will the restaurant industry survive?

  • What can we do to support our community in new ways?

This is a short-list, I’m sure there are many more that came up. Notice that the questions will drive different strategies. It’s good to ask the question in several different ways to determine what will be best for your business. In the end you may decide that you need to combine several of the questions in order to develop the right potential strategies.

After determining your Big Question for a given issue and coming up with all the potential strategies, you go back and measure them against your Strategy Screens. Make a simple graph with the different strategies along the top and the screens along the left side. Test each strategy against each screen to see how they measure up. This tool should make it easy to see which strategies measure up best with the screens you have committed to.

Ongoing Implementation

In order to make strategic planning valuable, it needs to produce results, right? Strategies in and of themselves do not lead to action. Once you use the Strategy Screens and Big Questions to determine the strategy or strategies you will implement moving forward, you need to develop goals, action steps and accountability. In the restaurant example, if you decide your strategy is going to involve shifting your servers to meal deliverers, that alone will not get you there. You need to break it down.

I think this is where the Real-Time process really shines and produces results you just don’t see from the traditional process. By looking so far down the road, even when the traditional system sets clear goals, actions and accountability, they are usually so far reaching that the company loses sight of them and they become irrelevant before they are completed. Real-Time strategies are addressing immediate challenges or opportunities; therefore, the goals and actions that are developed in this process are crucial to moving the organization forward. Simple tracking tools that are reviewed weekly will keep everyone on track and accountable.

This is a very simplified explanation of what I believe to be key differentiators between these two strategic planning processes. It’s not meant to cover everything, rather to help you understand the value of looking at strategy creation in a new and innovative way. I utilize many of these concepts when working with businesses to help them become thoughtfully responsive, while forging ahead.

If you would like to explore Real-Time Strategic Planning for your business or organization, email me at kim@athena-coco.com to schedule a free 30-minute consultation. Calm the Chaos by streamlining your strategy development, and find time to focus on what’s important to YOU.