Be the Change...

Most of us know that, in the vast percentage of major enterprise transformation efforts, stockholders, the Board, the CEO and senior management care about the desired organizational change succeeding. Lower-level employees know, in particular, that their boss (if the boss is on the right side of the issue as assessed by those in the layers above her/him/them) cares, as well. They know all these people care because, (1) they hear them trumpeting about it all the time and (2) they know (and don't need to be told this part) that in most cases, these change promoters have a lot of skin (read $$$’s) in this game of change.

In fact, many employees are well aware that their superiors and the board members above them, care about the success of the organizational change that is afoot. But what about those who are not typically in the know when an organization merging with another, shifts its focus or is taken over by another firm? And what is the impact of organizational change on employees?

Tapping Into Function

SmarterWisdom has written a lot about teams. We believe in their good work and we see the immense advantages of highly functional teams. In a recent workshop with a large independent school that I led, I decided, with the head, to use Patrick Lencioni’s seminal work on teams: The Five Dysfunctions of a Team, as my primary reference. I read this excellent short book several years ago after another school client recommended it to me. (Her school hired The Table Group, Lencioni’s firm, to work with them on team-building and so she had excellent first-hand knowledge.) The book is a great read, and I highly recommend it. It has stood the test of time, since its publication in 2002.

People Managing People

Many responsibilities fall under the job title manager. For an array of reasons, the demands on those holding this position have expanded considerably in recent years. As a result, managers are telling us that performing their job well is getting tougher. This is a trend that deserves serious attention.

The bottom line is that good employee management is a key lever in producing good employee performance. But in recent years expectations for the people in charge have escalated and the degree of difficulty for achieving effective people management has increased. It is only through an understanding of the components of this enhanced demand that effective strategies for preparing and supporting managers in our organizations can be generated.

Artful Discovery

I recently returned from a lovely vacation to New Mexico. I have travelled there before many times and it is always a trip that never fails to bring me some renewal, relaxation and learning.

A few aspects of this visit helped me think more deeply about organizational culture, customer service and relationships. Any chance I get to reflect in these areas typically rewards me with deeper knowledge.

I Just Need To Take This

Imagine the scene: you are happily sharing a meal with friends or family (whom perhaps you have not seen in a while) when suddenly one of the participants jumps up with their phone in hand, mumbling, “Sorry, I just have to take this?” Another possible situation: you are about to begin a group or team meeting at the office (perhaps it was a tough one to schedule) and as your colleagues arrive, several of them immediately place their phones right in front of them—some devices facing up, some down. In any variation of this theme, when a phone rings or vibrates, the owner not only moves quickly to answer the call, they frequently begin the conversation before they have left the scene.

What is Worth Learning?

Learning is at the center of my universe. I believe deeply in the value of education, and I wake up in the morning excited to learn what’s happened during my sleeping hours. I regularly absorb curated sources: blogs, on-line publications of all sorts, podcasts; you name it, I take it in. I’m a learning junkie. So, even questioning the value of learning tears at my heart.

But I have many coaching and organizational clients who want my advice on learning and development issues. Individuals seek my input on whether or not, for example, they should go back to school to further their careers. Organizations too are often looking for counsel on training curricula and employee development programs. As discomfiting as it may feel to question a value I hold so personally dear, in my professional role I want to assess the benefit of all kinds of learning in today’s work world.

Learning on the Job

Recently as I was collecting my thoughts in preparation for our quinquennial Words of Wisdom, I realized how important to us at SmarterWisdom the concept of learning on the job is. It is kind of core to our work that the people we work with want to get better, learn more and be good and helpful mentors to their team members. Creating a feedback-feedforward culture means that you are harnessing the idea of a growth mindset, and that what you expect of others is important to you too. So how might learning on the job become an integral value in your workplace and a robust part of your culture? Might there be additional ways for you to promote it?

Five Years of [Smarter] Wisdom

It’s extremely hard to believe that 5 years have passed since we founded SmarterWisdom Consulting. As we celebrate our quinquennial, we have been discussing whether or not we became any wiser over the time period. And by “we” we are certainly referring to Jane and Marcie! We thought the best way to assess our possible increased sageness was through taking a close look at the now 72 posts, our Words of Wisdom, that have appeared online since our founding, and in doing so, understand more about how our work together has continued to place us on a path of learning.

The BHAG Revisited

When Jim Collins’ book Good to Great was published back in 2001 the term “BHAG” was on the lips of every leadership consultant or CEO. Going for that Big Hairy Audacious Goal was what you needed to be doing if you wanted to drive success through clear vision and direction. Fast forward to 2024, and we are now suggesting something a bit different. No one is saying that you shouldn’t have a big stretch goal, but we’ve learned a few things about getting to the top of a large mountain on a different planet. Specifically, both research and experience tell us to start small.

Dealing With Dilemmas

When I was a head of school, it was quite common for members of my Board of Trustees, usually at an annual conversation about how things were going, to ask me: “What keeps you up at night?” When I moved into my current role as a leadership coach/thought partner, I found that I too began to use this question quite consistently. What are those nagging thoughts that re-visit us, usually as we try to drop off to sleep, or in those hateful hours when we simply cannot get back to our desired rest.

The quandaries that show up in our minds at these times, and others, are frequently puzzles where all possible solutions offer some kind of downside. In addition, they are issues that simply won’t go away, neither night nor day and in fact, we are driven to find a way forward. The word dilemma comes from the Greek word dilēmma, and the combination of the words di- meaning "twice" and lēmma meaning "premise" seems to scream interminable difficulty! In fact, the word dilemma was originally a technical term in logic that referred to a type of argument where a choice had to be made between two equally unfavorable options.

Back to the Future: Building Competitive Advantage

Over 20 years ago I co-authored a book focused on how organizations could re-envision diversity as a competitive advantage. Fast forward to 2024 and I realize I did not anticipate how the DEI effort would look in 2024. The need, when my colleagues and I penned the book, for an enlightened perspective on the value-add of equity in the workplace (not to mention the ethical impetus to address this issue) seemed both clear and compelling, as it well remains. As I look back and gaze forward with some hope that the competitive advantage might still emerge, with focus and intentionality, I plan to hold on to that brighter outlook from two decades ago. Because I envisioned that the dominos in the workplace were lined up neatly and the first ones were falling, I anticipated that the next stage of the initiative would pick up momentum and make major inroads through the tangle of debris wrought by lack of systemic efforts and change during the centuries of racism, sexism and homophobia that had interwoven irrevocably within our country. In my mental model of achieving equity at work, at least in recent decades and during the Civil Rights movement, the arrow of social justice had been launched, and it seemed as if our aim was true and our intended bulls-eye was within reach. In retrospect, and sadly, I was naive and lacked accurate foresight.

Deliberately Growing Up

Those of you who read our posts regularly know that we at SmarterWisdom are quite obsessed by several general approaches to leadership development. Themes and thoughts about self-awareness, intentional thinking and action, growth mindset and (Marcie’s favorite) letting the structure do the heavy lifting, are just a few that run through our writings, just as they percolate through our thinking. Many of these approaches that we care about help to form the framework of our work with the individuals and teams with whom we spend our time. Many of them even come together and align to create a structure that we can overtly share with people in an explicit form.

Which One?

Deciding on your dessert at a lovely evening out with friends can be hard. Is it the lemon mousse with white and dark chocolate? The strawberry shortcake? Tarte Tatin? Blackberry or peach sorbet? OK, you might make a choice you regret, or it just may not arrive and look or taste as you expected, but seriously this is not a complex decision: you won’t let anyone down, you can’t really make a bad decision here. Your dessert decision is simply a matter of choice, your choice alone. According to some scientific research, adults make around 35,000 conscious decisions every day, while others estimate that number to be as high as 350,000. Deciding on the initial path to take ,and the nature of the decision, whether it be a simple choice of sweet, or more, is definitely a huge part of our lives as leaders.

Some Leaders Are Born Women

Examples of women, who are at the height of their careers and those on the fast track to getting there, offer support for the notion that indeed other women should be following this path. From Beyoncé to Oprah to Taylor Swift, women entertainers are taking names and taking charge. No longer simply the pretty faces of success, these women are smart business people who followed their insight and their guts as they saw inside their industry and ensured that they reinvented what it could be for themselves. Oprah became a mega-performer and international figure; Beyoncé became a Harvard Business School case study and Taylor Swift has not shied away from taking on the behemoths of the music industry, from Spotify to Live Nation. Each has stuck her neck out to go a different way, straying from the path most taken, and carved out the way that brought her the time, clout and, yes, financial reward, she was seeking. They are each reinventing what it means to be living their own high-powered career by redefining what that is, and by taking on established power as they do so. By seeking to control the narrative and be in control of their actions and approach, their courage and smarts are setting the bar high and at a new level for all.

Hijacked!

I work with many school leaders. These leaders tend to be open-minded, consensus-oriented people and the schools they lead believe in the benefit of creating forums for discussion with and among employees. The idea that open discussion will nurture an engaged group of workers is a good one, especially during current times when employment engagement is at an all-time low. Freedom to ask questions of others, especially those who supervise programs and departments, in a group setting, encourages trust, develops leaders and allows group process that generates ideas that in turn can solve problems. Arguably, the existence of a place to speak up, to use your voice to improve the place you work, is vital to a successful organization of any kind.

The Existence of the Soul

Recently with my friend and colleague Julie Faulstich, of Stonycreek Strategy, I led a group of senior women administrators from independent schools in a yearlong seminar called: Female Leadership, Finding your Authentic Authority. We enjoyed deep and wide-ranging conversations; we unraveled dilemmas and we discussed the potential isolation of perhaps being the only one in the role of dean, assistant head, or division head, that is a middle manager and reporting to the head of school. Being in the middle in any kind of organization, is not always easy and the work these middle managers do frequently goes unnoticed—and yet without that work, the organization would suffer. So here’s SmarterWisdom’s tribute to the ones in the middle—to their very existence, and, even more perhaps: to our paying more attention to what they do and how important it is.

An All-Around Good Idea

n efforts to ensure that leaders at all levels receive helpful feedback, supervisors and trustees frequently look to the power of the 360 review. This is a process designed to elicit developmental feedback from a range of sources 360 degrees around the participant, with the goal of delivering honest and authentic data about a leader’s work from multiple perspectives; this approach closely reflects the actual up, down and sideways working relationships that characterize how most employees actually work today.

No Really, Look Before You Leap

In all situations, organizations devote time and energy to selecting board members for a very good reason: the quality of the outcomes of the board’s efforts will, of course, be greatly influenced by the quality of the individuals it selects. By ensuring that a structure of orientation, on-boarding and time for input and reflection is in place, the potential of each board member chosen can shine. For both the new trustee and the board their mutual effort and forethought might actually mean the fulfillment of the promise that made the match in the first place.

How an enterprise identifies what it needs in its board members may be tightly defined by its rules of governance or by the match between open board assignments and candidates’ areas of competence, but in many smaller, newer or less formal settings, driving forces include less well-documented considerations including its priorities at a given point in time, an individual’s visibility and degree of influence and access, who else is already serving and the preferences of the organization’s chief executive. In some boards, particularly not-for-profits, the ability to contribute financially and help the enterprise raise funds from others is also a key qualification.

Blank Space (2023)

If popular slang or culture is a way of understanding the ethos of our times then Rizz, Swiftie, de-influencing, beige flag, parasocial and situationship need to become part of our lexicon. These words give us a view into the lives of Millennials and Gen Z’ers (born 1996-2012) and a picture of 2023. Without question they seem to be a set of words that clusters around holding back from commitment versus a couple at the other end of the spectrum where they reflect a kind of signaling to identify as part of a team of followers or admirers. This dichotomy is in part a result of the isolation of the pandemic period. We know that many people, having learned to cope with the lack of in-person human connection during the worst of the virus, reported finding it difficult to resume a pre-pandemic level of social contact.

Crisis, What Crisis?

During my 20+ years of leadership at independent schools, I definitely faced the full range of crises that might beset small schools. I learned a lot about being both somewhat prepared for these exigent events, and also about being totally unprepared and yet somehow able to invoke the necessary actions and skills to get things on the level again. Initially, and in much of my early experience of these big bumps in the road, I tended to think that crisis was always something like a chemical spill on Route 128 very close to the school. Over the years, however, I learned, and internalized, that a crisis could develop from any event or incident that might adversely affect the mission of the school, if left unattended.