setting goals

Tue 21 January 2020
Participating in mentor relationships is extremely valuable and can open up opportunities for both professional and personal growth. 

But what happens when we don’t do the things we said we would do in our previous meeting or the person we are mentoring doesn’t accomplish what he said he would do the previous meeting?

You are faced with a crossroads. If you didn’t accomplish your goal, were you too ambitious with how you would spend your time or did you drop the ball? Can you be honest with yourself to recognize where you messed up?

If the person you are mentoring didn’t accomplish his goals, why did this happen? Do you feel comfortable with applying enough pressure to show that you care but not so much that you turn the person you are mentoring off? 

This article covers some helpful tips towards building a mentor relationship that is healthy and productive.

Set expectations upfront

When setting goals in a mentoring relationship, it is extremely important that you both set expectations. If you don’t put on guardrails for tasks not getting accomplished, the relationship has a high likelihood of fizzling out because if there isn’t accountability for the goals set in the relationship, there likely isn’t much accountability for the relationship overall.

It is great to set goals that are months or years away but the problem with this is that it is difficult to assess of you or the person you are mentoring is on the right track. Ideally, once you set a longer term goal, you set goals for you to accomplish between meetings that create a path towards your end goal. 

If you don’t accomplish these tasks between your mentor meetings, it is important for you to assess what is realistic and what might be too ambitious.

Challenge with questions not statements

If your mentor or the person you are mentoring doesn’t achieve his goals, it might be tempting to be frustrated. In a mentor relationship, you are investing your energy in seeing this person succeed. If they can’t accomplish the tasks they set for themselves, it can feel depleting or frustrating.

The key to properly challenging the person you are mentoring to ask poignant questions that help them come up with solutions. Saying things like “you need to do this...” or “I can’t believe you didn’t get that done…” doesn’t help you and may turn the person you are mentoring away. 

Asking questions like “since you weren’t able to accomplish this, is there something you can do this week/month to help you get back on track?” or “do you feel like you can still accomplish your goal even though you missed your task this week?” or “if you aren’t able to achieve your goal, what will be the outcome of that?” 

Once the person you are mentoring has answered these types of questions, the number one most important question to ask is:

How can I help you?

This shows empathy and your accountability to them achieving this goal.

Reevaluate the goal for changes

You or the person you are mentoring may determine that the goal set initially is not as important as it once was and that there is a new goal that has taken precedence.

This is completely fine and normal!

The key to properly handling this situation is sharing this information with your mentor. They will support you in this transition because they care about you accomplishing your goals, not that the original goal gets accomplished.

You aren’t letting your mentor down by changing your goal but you are letting your mentor down if you don’t share this new goal with him.

As a mentor, you can ask the question “is this still the most important goal on your plate?” or put another way “what is your biggest concern with the work you are doing right now?” Sometimes it is easier to answer questions about concerns than goals and prioritize them because people are more willing to do things to avoid pain than gain pleasure.

Overall, when it comes to mentor relationships and holding people accountable, it is key to be transparent, create protocols for not accomplishing tasks on the way to a goal, and be empathetic.

If you are interested in learning more about research on mentor relationships for companies, check out https://ambition-in-motion.com/companies.

Fri 20 December 2019
Jon, a tall, strong, lumbering man was recently hired to cut down trees for a wood-burning energy company. On Jon’s first day, he cut down 8 trees (a pretty impressive amount). On his second day, he cut down 6 trees (still pretty good). On his third day, he cut down 5, on his fourth day 4, and by the end of the week he could only cut down 2 trees.


Jon went to his boss, Steve, and said: “I apologize but I must be getting weaker.”  


Steve replied, “When is the last time you sharpened your ax?”


Jon responded, “I haven’t had time to sharpen my ax because I have been so busy cutting down trees.”


You may be thinking to yourself, “obviously Jon needs to just sharpen his ax and he’ll be able to cut down as many trees as he did on day 1.”


But is it really that obvious? When is the last time you sharpened your ax? The ax is a metaphor for time management in this story. It is really easy to judge and know the “right answer” for how everyone else should manage their time, yet, many of us wonder why we are never able to complete our own to-do lists.


Stories are engaging and become more real to us the more they relate to our lives. So while not everyone reading this blog may be a tree cutter, you can definitely relate to the trials and tribulations of getting everything done on your to-do lists.


You might be thinking to yourself “well I already take the time to create a to-do list so I am good.”


Merely creating a to-do list is not enough to properly manage your time. If it were then getting everything on your to-do list complete wouldn’t be an issue and you wouldn’t have read this far. We know that when a to-do list is too long, it can cause us to drown and feel like we are under a never-ending pool of things to complete. We create solace with never completing our to-do list and justify never completing the list.


But what if, instead of just creating a to-do list, you instead create a story around every task on your to-do list? Just like the story about Jon the tree cutter engaged you enough to read this far, having a story around every task on your to-do list helps you stay engaged on the tasks you need to get done.


Not only do stories help you stay engaged, but they help you prioritize your tasks as well. If you create a narrative for your day or your week or your month (or even year!), you can create a path to success.


Sure, you may want that promotion (award, ribbon, raise, acknowledgment from peers and supervisors, family progress, or anything else you define success as) at the end of the year and sure, you may have thought of some milestones (i.e. tasks on your to-do list) that will help you achieve those outcomes, but what is your narrative for how all those tasks will get done? What sacrifices are you willing to take to make your story happen?


When you create a story for yourself, you create a picture for what you can realistically achieve. Since you are the only person who knows what you are truly capable of, you know that your story will be feasible since YOU wrote it!


So stop reading this article, go to your to-do list, and begin writing a story about each task. You will realize that your to-do lists turn into already-done lists quicker than you ever imagined.


And if you were curious, Jon ended up sharpening his ax by sharpening his mind and realizing that burning wood is a very unsustainable way of producing energy. Jon created a story for himself and enacted windmills all over his community and is powering his town sustainably.
Fri 1 November 2019
Mark Twain once said, “Keep away from people who try to belittle your ambitions. Small people always do that, but the really great make you feel that you, too, can become great.” This sentiment that Mr. Twain held remains true to this day, but can be very difficult to uphold.


For college students thinking about life after graduation, it is very easy to fall into the trap of settling for the safety net of the first job offer they receive after school. This is not to say that the first job offer that a student receives through their career development process is not of their highest ambitions. However, with the conditioning that a typical college student faces from his parents, friends, professors, and the media, it is easy to understand how students can find themselves afraid to pursue their true dreams.
 

  1. The conditioning is bullshit


Conditioning in this sense is the feeling that one must take an action because an external stimulus is influencing that behavior. Some examples of this include pursuing a career only because it relates to your major, not pursuing a career because you didn’t have a high GPA, not considering a company because it doesn’t come to your university to recruit, or not pursuing a company because you don’t feel like you are good enough or have the appropriate credentials.


I was running an Ambition In Motion workshop where we recommend companies to students that align with their strengths, interests, and work environment desires. When one of the students was informing the group of his recommended companies he said:


“All of my recommended companies are amazing but I don’t think they are realistic for me.”


I followed up to him by asking, “Why not?”


He then proceeded to list off all of the conditioning he has received throughout his collegiate years. He didn’t have a high enough GPA. The company didn’t recruit at Indiana University. He didn’t have any connections to anyone at the company.


In response I told him, “Dream big! You are just as human as every other college student that is about to graduate. You don’t have to lower your aspirations because of what other people around you have told you. Your dreams are just as valid as anyone else’s. Through Ambition In Motion, you will learn how to build relationships with professionals at your recommended companies. Who knows what will occur from there, but if you don’t put yourself out there, you will relegate yourself to settling for whatever job offer comes to you.”
 

2. Your dreams and goals are valid

 
When it comes to deciding your career, don’t be afraid to think big! Almost every college student has a similar amount of career experience, give or take an internship or two. That is to say, not that much.


Sure, some universities have more companies recruiting at their career fairs and career development offices. This doesn’t guarantee students at those universities jobs at those companies. It also doesn’t mean students outside of those universities are precluded from those jobs. It just means that students, regardless of their universities, are on an even playing field when it comes to pursuing their dream jobs. Everyone is capable of getting their dream job if they put themselves out there and build relationships with people at their desired companies.


3. Careers are not predetermined

 
If your career was predetermined by your degree, university, GPA, or other conditioning factors, why would we even apply to jobs? To put it another way (and to keep with the season of March Madness), if the NCAA Men’s College Basketball Tournament had a predetermined winner, why would we fill out brackets?


Mr. Twain’s belief about not surrounding yourself with people that belittle your dreams and goals is very important advice that every college student should keep in mind. College students should surround themselves with people that support their goals and ambitions.


Limiting beliefs are only limiting if you believe them. Dream big and pursue the career and life that you would be jealous of.

Fri 6 September 2019
What you think of yourself vs what others think of you could be like the difference between a horse and a seahorse. Why does it matter how well we know ourselves? What can we do to get a greater understanding of what others think about us? How do misperceptions of oneself even originate?


Self-Awareness is at the heart of emotional intelligence. The better you know how others perceive your actions, the easier it is for you to cater your communication in the way you want to be perceived. How others interpret you can be based on what you say to what you do to how you look. For example, Jay Cutler (the quarterback for the Chicago Bears) gives the impression that he doesn’t care when he plays football and many would care to argue that this is because of his face. Jay Cutler has a bad case of RBF (Resting Bitch Face) which turns people off and causes people to not like him, regardless of whether he is a likeable guy. If Jay Cutler made more of an effort to smile more, people would probably like him more. The point of this example is to convey that how self-aware you are can directly impact how well others like you.


Impressions are created in seconds, whether that is what you heard about somebody, saw in or on somebody, or what you perceive about somebody. Self-Awareness is the ability to understand what people think about you and emotional intelligence is the ability to cater your communication through language, body, and perception to the message you would like to embody.


It matters how well we know ourselves because the more self-aware we are, the happier we will be. Understanding your strengths and weaknesses and learning where your place is based on those strengths and weaknesses is paramount to finding the place where your perceptions meet reality. If you have an unrealistic perspective of yourself, you will consistently be disappointed because you will expect to be treated in a certain way and consistently not receive that response.


We gain a greater understanding of ourselves by listening to the feedback of others. The biggest difficulty people have with this sentence is the word “listening”. Humans possess an inherent drive to not admit our flaws. It is natural for people to get defensive when a flaw is pointed out because to us, flaws are a sign of vulnerability. What most humans don’t understand is that other humans like when people can admit their own flaws. For example, many comedians are extremely successful because they can make fun of themselves. Kevin Hart is hilarious because he fully understands how short he is and all of the downfalls (and silly upsides) to being short. People see this vulnerability in another person and it makes them comfortable to be vulnerable themselves.


Misperceptions of oneself build when we see an idealized version of what we think we can mold ourselves into. For example, many university business schools inform their students that employers are looking for students who have strong work ethic, listening skills, and communication skills. Many students, with the desire to eventually get a job from such an employer, tell themselves that they are strong in all of those skills (whether or not they have worked to develop those skills). When those “aspirational” strengths become so encoded into one’s mental view of ourselves, we build an unrealistic idea of how people perceive who we are.


Ambition In Motion is a company that helps young professionals develop key soft skills, emotional intelligence, and self-awareness. Ambition In Motion helps young professionals gain a realistic idea of what it means to be in the working world and helps unite a company’s business goals with a young professional’s personal goals. These skills directly correlate to higher job satisfaction, productivity, and retention.

Fri 16 August 2019
A goal without a plan is a wish. Is this common sentiment true? Is it impossible for us to achieve a goal that we never planned for?


The ability to set goals equates to an ability to possess control of the outcomes of your situation.


If you are in a job and think to yourself “I hate this job and would be more than willing to accept an offer from another company” but don’t do anything to get an offer from another company, how do you really expect to get another job? Your complaint falls on deaf ears. I have interviewed roughly 100 recent graduates in the past year that are seeking new jobs and about half of them aren’t doing anything to actually “seek” a job. In fact, the closest they got to “seeking” a job was telling me in that interview that they were probably seeking for a new job. I then follow up to ask them “how long have you felt this way?” and the response is typically at least a month to sometimes at least a year.


Why? Your career is typically one of the most prominent sources of professional aspirations. Why are young professionals so complacent in being unsatisfied? Rather, once they realize they are unsatisfied, why is there not a process of setting and achieving goals to get out of that unsatisfaction?


Actually seeking a new career is hard, takes time, and typically isn’t fun. The irony of getting out of a bad job situation is that you have to work even harder outside of that job to find a new one. The issue is that most people enable themselves to not work as hard outside of their job because of the stress they receive from their job. Then, through some random job opportunity (a friend mentioning it, a random email, etc.), you jump on it like it’s the gold rush without thinking “is this job in fact better than my old job?”


Part of goal setting, especially in a professional environment, requires self-awareness. Working to better understand yourself should be the first plan to achieving any professional goal. Taking the time to write down what you like and don’t like (in this example, in your job) is vital to understanding what your next move will be. This takes time and may even require the help of your peers, close friends, and family to inform you of what you like to do and what your strengths are. This is because sometimes you are so deep into what you are doing (and what you think you should be doing) that you can’t see the forest from the trees. From there you can analyze what jobs you think you might like and then reach out to people actually doing those jobs (LinkedIn is great for this) to get better insight on what the job is like. When reaching out to those people, don’t ask whether or not they like the job because that depends on their personality and work style and how that meshes with their work opportunities. Their work style is completely different from yours so their feelings about the job should be irrelevant to you. Questions like “is the work autonomous or structured?” are better because they are not as subjective.


This is just an example of setting a plan to achieving a goal, but the point is that it pays off to plan and not let things come at you as random happenstance.

Tue 16 February 2021
One of the lessons that I’m continually being taught is the value of reflection and retrieval.  Our last two sessions certainly reinforced this lesson.

Reflection:  Making time to deliberately review an event, a day, a week, etc.  Reflection is more than just recounting the details or the chronology, but it involves evaluation and analysis.  What went wrong?  Why?  Could it have been prevented?  Could it have been anticipated?

More often than we might like to admit, we can learn far more when things don’t go the way we planned, or even if they completely fail, than if they had gone perfectly. 

Retrieval:  The ability to recall both specifics and related information from a past event.   One of the challenges in the field of education and training is not just how to cram information into a person’s head, but teaching them how to retrieve them quickly and correctly when needed.   Sometimes the ability of retrieval can mean the difference between life and death.  The military uses repetition and drills to create muscle memory so that some actions don’t even require concentrated thought.  They become more of a reaction than a decision – but “time to think” (or retrieve) isn’t a luxury you often have in combat.

So how does retrieval connect with reflection?  If you only take the time to reflect after an event you can glean a lot of useful information.  Some of which you may be able to put to good use right away.  But if you don’t learn how to retrieve those lessons later, when they are needed, they have greatly diminished value.  

I’ve heard many people say how much they “hate” quizzes and tests.  I think it’s because we don’t do a good job explaining to students what the test is trying to do – if we did, they would study very differently.  Tests don’t measure what you “know” or what you crammed into some small crevice of your brain.  They measure what you can retrieve.  

Now let me try to bring this all together.  In our last two Peer Mentoring sessions, we had the opportunity to revisit some of our past goals and discuss which ones were successfully accomplished and which ones taught us something.  

None of the stories we shared were new to either one of us.  But in the process of retrieving these stories and telling them again, I was reminded of past lessons learned, maybe even almost forgotten.  It helped me to remember how important it is to revisit our own past, success, and lessons, so that when the “next time” comes around we can quickly retrieve the knowledge to help us be more successful.


Wed 3 March 2021
In my executive peer mentoring, the latest area we’ve addressed is looking at a major goal in our lives – first, one where we failed to reach the goal; second, where we did. 

In both cases, what were obstacles we faced that hindered, derailed, or threatened to keep us from reaching the goal? A great exercise, thanks to the Ambition in Motion team.
 
Without sharing either story at length (which might interest you, or bore you to tears), two things, in particular, stood out to me:

When is a goal, not a goal?

What are critical success factors, to overcoming obstacles in your path toward the goal?

To flesh this out -

When a goal isn’t really a goal


In the goal where I failed, I realized that I saw it evolve. First, I had the sense that I wanted to do something – that is, write a new book. I had that as a goal in my head, for the better part of a year. Then, I moved the goal into writing – I had set the goal for a specific year, to “write a new book”. I even had a couple of strategies I’d seen presented and used, and thought about the various steps: develop vision and abstract, outline, key themes, and write the introduction. 
 
But it remained unfulfilled because I went month after month without being more specific and intentional. What were the obstacles?

Life: Workload, personal commitments, family, volunteer activity
Me:  It became apparent that this just wasn’t a priority for me.

So, a goal is not a goal when I don’t get underneath it, behind it, and intentional about it, and devote time and energy toward it.
 
Sounds simple – as so many things in life are!

Critical success factors to overcoming obstacles


In both examples where I failed, and when I succeeded in reaching the goal – I reflected on obstacles that were in the way. To get us to a goal that is really a goal, we need to:

Make it a SMART goal (you’ve almost certainly heard this, but it’s no less true):
  • Specific - concise
  • Measurable – will know when it’s complete
  • Achievable – something I can control, vs. solving world hunger
  • Realistic – something I am equipped for
  • Time-based – target date, deadline, milestones.

Make it a priority


I tend to be goal and list-focused. If it’s on a list, it gets done. If it’s on a list as an “A” priority, it really will get done (Bs get moved out and done later, sometimes when they upgrade to As. Cs tend to get pushed out and done much later if ever). So, what do I relegate to the B or C list, to make room for the A goal?

Allocate time to it


Plan time in blocks, or chunks, devoted to it. Push off other attempts to encroach on the time that’s been allocated for working on it.

Keep your motivation for it


We build and maintain momentum, from the motivation that comes from within us. Without that, the other steps I’ve outlined, simply won’t happen. My mentor also observed that we can build the motivation for developing a new habit, by “doing” the habit! Practice yields behavior.

So if you’re a bit stymied in getting to something you’ve set for yourself as a goal – consider the above. Is it really a goal for you? Or an idea that you heard or had, or an “external” goal that someone else has for you? If it’s real, reframe it as a SMART goal, and examine your priorities and time.
 
Happy “goal-tending”…


Mon 17 April 2023
With the ChatGPT revolution upon us, many business leaders have been wondering if there can be a productive application of AI (artificial intelligence) within their business.

Sure, AI can help students plagiarize an essay into a good grade,
but can it help companies increase their teams’ productivity?

One option that my team at Ambition In Motion has been testing is
integrating AI into our goal setting system via our AIM Insights program.

Here’s how it works. Every month we ask the direct reports of a
leader to input their goals. We ask direct reports to determine their own goals
(as opposed to the manager) because research shows that people who set their
own goals are much more likely to achieve them. 

This has been a great system so far, but one challenge is that not
every employee is adept at consistently setting SMART (Specific, Measurable,
Attainable, Relevant, and Time-bound) goals. The issue is that while most
people can understand the idea of a SMART goal, it takes practice to get
comfortable setting and achieving SMART goals each month. 

Some managers believe that their employees are incapable of
setting SMART goals. In those cases, those managers are likely micromanaging
and haven’t figured out how to find a balance between their perfectionist
ideals and the practical reality. People are more than just automatons, and
that kind of treatment builds resentment and enables reactive behavior instead
of proactive behavior. 

Employees that can independently set their own SMART goals have a
massive ripple effect on the entire company. When employees set their own SMART
goals, their leader trusts them and doesn’t need to be constantly looking over
their shoulder to make sure they are on track. 

When leaders aren’t constantly looking over their direct reports’ shoulders,
they can effectively lead more people and focus on tasks that can have a
multiplying effect on the business. 

Lastly, both leaders and employees can achieve greater balance
with their work. As opposed to checking, re-checking, and re-checking again a
direct report’s work, the time both leaders and employees are working can be
effectively utilized and allow them to stop working at reasonable hours.

How do we get to a point where employees are autonomously setting
their own SMART goals?

AI!

When a manager sets goals with their direct reports, the manager
thinks that their direct reports are fully participating in the goal-setting
process but in reality, that manager is setting the goals for their direct
reports. Essentially, those managers are enabling their direct reports to not
think for themselves and come up with their own goals and instead tell them
what they want them to do.

This is micromanagement.

The best leaders share an objective that their team needs to
achieve and the key results that they believe it takes to achieve that outcome.
They then empower their direct reports to achieve those key results in whatever
fashion they deem fit. Remember, you are paying these people for their skills
and expertise: learn to trust their instincts.

This leadership style works when direct reports know how to
effectively set SMART goals. It falls flat when employees don’t know how to set
SMART goals.

The reason why AI can be so powerful in this process is the
immediacy of the feedback.

Behavior change and positive habit formation occur when one’s
pattern is disrupted and the feedback they receive is immediate.

Leaders could make themselves available immediately after a direct
report has set their goals to share their feedback on whether the goal is SMART
or not, but that is incredibly time-intensive and not conducive to the leader
achieving their own tasks that they need to focus on. There is interesting
research from Cal Newport on the mental residue people build when they switch
tasks throughout the day. If a leader were to take this route and make
themselves available every time an employee sets a new goal, they would be
constantly switching tasks, building mental residue, and diminishing their own
productivity.

Essentially, leaders are busy and there needs to be a better way
for employees to get immediate feedback on their goals.

AI changes all of that with the immediacy of feedback. In our AIM
Insights program, when employees set goals every month, our AI integration
gives those employees immediate feedback as to whether or not their goal is
SMART. If it is SMART, AIM Insights gives immediate positive reinforcement to
employees that their goal is SMART. If it is not SMART, AIM Insights gives
employees suggestions on how they can re-write that goal as a SMART goal. 

This AI integration into AIM Insights has increased the number of
SMART goals set by employees, their ability to autonomously set SMART goals on
their own, and subsequently, those employees’ and leaders’ productivity.

The ripple effect ramifications from this type of innovation can
be huge for the productivity of teams. Sure, employees will be more productive
in less time worked, but they will also be more resilient. 

Employees (and really everyone) tend to be resistant to change, so
when a company pivots their business model or the way they work, there is
always some amount of resistance that is met with the proposed change. 

When the process in which employees set goals doesn’t change, only
the objective, they are more likely to embrace the change in direction because
the way in which they set goals and achieve key results doesn’t change. The way
in which they work doesn’t materially change, only the objective and key results.
This makes for a more resilient team and that’s able to adapt to change. 

This can positively affect the way in which companies integrate
people and strategies during mergers and acquisitions, enter new business
opportunities and markets, succession plan and promote people, and any other
action that might disrupt the way in which employees currently work.

Companies and leaders that can quickly adopt AI into productive
applications will give themselves a major boost into the future.

Mon 31 July 2023
Effective prioritization is essential for achieving success and developing a competitive edge in organizations. The implementation of an efficient prioritization management process is critical to optimize productivity, streamline operations and best utilize available resources. 

Why do other teams work the same amount of time, but yield greater results? How can my team use resources effectively and meet deadlines consistently? 

Developing an effective process to prioritize tasks involves more than arranging tasks in order of importance. A well-designed approach considers various factors such as complexity, resource availability, impact on the organization, and relation to other tasks. Crafting a system that is tailored to the specific goals of the organization can allow leaders to direct their teams toward success. 

Here are some key components to consider when creating an effective prioritization model. 

  1. Reflect on the Team's Objectives: Understanding the goals of the team and the company as a whole will keep in mind the bigger picture. From here, you can align your priorities in the direction of the organization to ensure all business values are adhered to. 

2. List Tasks: Create a comprehensive list of tasks that need to be completed to visualize everything. All tasks can be placed in different categories based on their importance and urgency. Tasks that are incredibly time-sensitive and important can be included in one group and create similar groups for tasks that lessen in time sensitivity and importance. 

3. Determine Task Dependencies: Identify tasks that must be completed before starting other tasks. Ensure that tasks with dependencies are prioritized before their dependent tasks. 

4. Consider Resources and Constraints: The availability of resources is extremely important when prioritizing tasks. Consider time, budget, and manpower requirements when considering each task. Assess whether each task can realistically be completed given the available resources. 

5. Avoid Overloading: Assigning too many tasks to team members can lead to burnout and overall decreased productivity. When delegating tasks it is important to be realistic about the number of tasks assigned to individuals and teams. 

6. Establish Deadlines: Specify realistic deadlines for tasks based on their predetermined levels of urgency and importance. Ensure that these deadlines take into account the dependencies identified in the previous step as well. All deadlines should be communicated to team members, relevant managers, and any other pertinent stakeholders. 

7. Gather Team Member Insights: After establishing deadlines get input from team members on the prioritization of tasks. Team members might have key insights into the complexity of each task. This step is valuable in ensuring that individuals and teams can handle tasks as additional insights can ensure that time constraints are appropriate. 

8. Utilize Management Software: Incorporate software to help organize tasks effectively. Tools can be helpful when keeping track of upcoming deadlines, task progress, and even individual team members' performance. 

9. Evaluate and Adjust Regularly: Goals, resources, or other factors may shift over time and affect how tasks are prioritized. Evaluate task priorities regularly to ensure that tasks continue to be aligned with the evolving goals of the organization. 

10. Communicate Clearly: Articulate all tasks effectively to team members and ensure that they understand the importance of the priorities. Communicating clearly mitigates misunderstandings and focuses on goals. 

Recognize that in dynamic work environments, priorities should mirror the ever-changing landscape. While priorities are essential, being flexible is important when handling unforeseen changes or emergencies. Prioritizing may be perceived as a rigid structure for organizing tasks, however, adaptation is an important aspect that must be implemented in real-world applications. 

Remember, effective task prioritization is aligned with the organization's overall goals. Continuing to adjust and optimize the prioritization system can enhance productivity and achieve optimal results in the workplace. 

When discussing prioritization, delegation is another important skill to implement. Delegation can develop employees' skills, allow managers to focus on higher-level responsibilities, and ultimately increase team productivity. Here are some important guidelines for productive delegation. 

  • Identify Tasks to Delegate: Determine which tasks require critical decision-making and which can be delegated without compromising quality. Delegate tasks that provide learning opportunities for team members while allowing you time for more strategic work.

  • Play to Team Members Strengths: To effectively delegate, it is crucial to recognize the strengths of team members. Understanding each individual's skills and expertise will guide you in delegating appropriate tasks that best align with their abilities. Delegation can also serve as an opportunity to develop skills for team members. Creating these growth opportunities can strengthen the team as a whole. 

  • Set Clear Expectations: Clearly communicate desired outcomes and expectations for each delegated task. Communicate specific deadlines, quality standards, and any task constraints. 

  • Provide Resources: Ensure team members have the necessary support and tools to complete the delegated tasks effectively. Identify steps they can implore if they are struggling throughout the process. 

  • Establish Check-ins: Set up regular progress checkpoints, offer guidance, and provide feedback. These meetings can be used to address any issues that arise and ensure sufficient progress is being made. 

  • Encourage Questions: Foster an open environment where team members feel comfortable asking questions and seeking clarification. This can be achieved through avoiding micromanagement and asking for their feedback as well. These initiatives can build trust and open dialogue for them to share their perspective. 

  • Recognize Efforts: Acknowledge the hard work of all team members and celebrate accomplishments. Positive reinforcement builds motivation, confidence, and commitment to the tasks. 

  • Reflect on Experiences: Regularly take time to reflect on your delegation and assess what can be improved upon in future delegation efforts. Be open to delegation feedback from team members too. Gathering feedback can generate new ideas for implementing more effective delegation practices. 

  • Defend Team Decisions: At times, team members may make decisions within their delegated tasks that create tension with executives. When responsibilities are delegated, managers must support their team. Delegation can be used as a tool for the development of skills and provide growth opportunities. Team members must feel comfortable their manager will support them to other executives as this will build team strength. 

Implementing strong delegation techniques along with task prioritization will create systems that allow effective time utilization. A system that incorporates both strategies can provide growth opportunities for your team, utilize resources effectively, and successfully manage deadlines. 


Mon 9 October 2023
Conflicting interests are unavoidable within an organization. Although challenging, aligning conflicting interests is necessary for effective decision-making. Executives and shareholders all tend to have the common objective of company success, however, each individual may have a different set of criteria and incentives that determine what constitutes success. Recognizing these differences in interests to promote success, is important when navigating a situation in which there are many conflicting interests at hand.

Examples of conflicts that arise from parties with competing incentives include: 
  • Sales teams only receiving their commission checks once a client has been onboarded by the onboarding team and the onboarding team wanting to be thorough in the client onboarding processes. The onboarding team is incentivized to be thorough while the sales team wants to get their commission as quickly as possible. 
  • Customer success teams receiving feedback from clients in terms of what technological features need to be created to best support the client and then disseminating that information to the technology team and ask the technology team to prioritize this feedback. The tech team is incentivized to complete the tasks on their roadmap and the customer success team is incentivized to keep the client. By adding a new task on the tech team’s plate, they now have to figure out where this goes in priority order compared to their other tasks while the customer success team thinks it should be their number one priority.

Steps to approach conversations when parties have conflicting interests include: 

  1. Create a flexible strategy 
It is important to recognize personal company goals and strategies that will be used to achieve them prior to meeting with others to discuss future initiatives. This self-reflection period ensures that all ideas are articulated clearly in this environment with differing interests. After developing goals and implementation strategies,  it is important to identify areas of flexibility within these strategies. Even when plans are thoroughly suited to achieve personal goals for the company, it is likely that there will be areas that require adaptation to best incorporate the perspectives of others. 

2. Define and understand each party's interest 
Prior to or at the beginning of a meeting it is important for each party to articulate their interests. Creating this understanding early on will allow everyone to have some common ground and know why others' interests are a certain way. Certain factors may contribute to these interests, such as organizational policies, deadlines, or resources that are applicable specifically to an individual's role. Being conscious of these different parameters for other's decision-making will encourage a more empathetic environment. 

3. Develop open communication and active listening
Respectful communication is pivotal when managing conflicting viewpoints. Creating open communication will allow for clarification of ideas, voicing concerns, and considering other perspectives in order to formulate the most effective solutions. Open communication also consists of encouraging everyone to contribute. If someone hasn’t contributed much to the group discussion, invite them to share their ideas to ensure everyone is on the same page. 

During the discussion, be mindful of utilizing active listening habits. Taking notes (if appropriate), providing nonverbal cues, and maintaining eye contact is incredibly important in signaling to others that their contributions to the conversation are valued. Failure to actively listen to others may prevent them from being receptive to ideas later shared. 
 
4. Identify shared goals 
To unify a group, it is helpful to recognize what commonalities exist. Within an organization, everyone tends to have similar hopes for future success for the organization as a whole. While the methods to achieve this success may vary, articulating this common goal can help emphasize that everyone is doing their best to fulfill this shared purpose. 

5. Compromise 
Being willing to be flexible and negotiate can help to manage these differing interests. Sticking to a rigid predetermined set of demands will only lead to a stand-still. Compromising on aspects of a plan demonstrates to others that collaboration can help achieve the best possible solutions for all parties. 

Developing innovative solutions may also be a way to best fulfill everyone's needs. It may be possible that all presented solutions aren’t able to properly achieve the best outcome for the group. In that case, brainstorming and innovating can help create a brand-new plan that wouldn’t have been achievable without the input of the whole group. 

6. Finalize and implement solutions 
When determining the final solution, reiterate the conclusions made to double-check that everyone has reached a similar understanding of the future steps. Ensure that these final plans are in writing and shared with everyone involved in the conversation so they can be referred back to it. Having a finalized document with this consensus will make the implementation of the solution more efficient because it can help to ensure everyone is taking action in the appropriate manner. 

It can be incredibly difficult to manage conflict without the proper knowledge of personal conflict management habits and other strategies that are suitable for handling conflict. Incorporating conflict management instruments can help to develop optimal strategies for navigating conflicting interests. The Thomas- Kilmann Instrument is an assessment developed to determine ways to improve personal conflict management strategies. After completing the assessment, individuals will receive their evaluation of overall assertiveness and cooperation during conflict scenarios. From this placement, they will be provided with different strategies to improve their conflict-solving skills. Identifying areas of personal improvement can be difficult, so utilizing an assessment tool that is dedicated to identifying areas to develop for handling conflict can be incredibly valuable. 

Joining an Executive Mastermind Group where you can have a group of peers share their feedback on your situation and provide suggestions can be a great opportunity to best prepare to handle these situations.

Managing conflicting interests can also be utilized as an opportunity for growth. If a meeting wasn’t as productive as anticipated, it can be a time to reflect on personal negotiation skills and different approaches to improve upon communication and cooperation in later discussions. 

Aligning conflicting interests can also be achieved through more preventative measures. Building capacities to prevent conflicts of interest can work to ensure leaders are on similar pages. This can be implemented through changing metrics in which different departments are evaluated or even in-depth discussions to develop a shared framework for company growth. Implementing training activities to develop strong cooperation and strategies for compromising can also be beneficial to prevent stagnant conflicting interests going forward.  

It’s important to keep in mind that aligning interests doesn’t mean 100% agreement at all times. Oftentimes, compromising leads to outcomes that fulfill everyone's needs to an extent, but don’t fully achieve what they sought out to. Leaders need to know how to best align these conflicting interests to prevent impasse and achieve organizational success. 


Thu 18 January 2024
Goal setting is a critical element to any successful team. If businesses fail to create an environment for team members and leaders to set goals, then they are firefighting.

Firefighting is the concept of having employees tactically react to emergencies that come up in the business as opposed to strategically creating long-term solutions for those challenges. Firefighting is exhausting, mentally draining, and leads to burnout for employees. Firefighting is also highly inefficient. 

As opposed to strategically coming up with a process to handle common issues as they arise, firefighting is asking individual employees to create unique processes for handling the same issues. This means that the company is not leveraging the knowledge and experience from multiple employees that have already solved that issue. Instead, they are leaving an effective, easy solution on the backburner as challenges arise since nobody can find the time needed to implement it. 

In most work environments firefighting is inevitable, but it shouldn’t be your team’s primary focus. Employees should be either following a proven process to solve that challenge, or they should be experimenting and tweaking potential solutions to create a proven process.

One of the best ways to combat a culture of firefighting is with goal-setting. Goal-setting is the practice of reflecting on the challenges one has faced over a certain period of time, ideating on what process or solution can be implemented so then that challenge is less painful or frustrating to handle in the future and then work on testing the best way to go about achieving that desired result. 

Most business owners and executives may read this and think to themselves “Let’s start having our employees set goals” or “We have an HR system that allows us to set goals and we encourage our employees to set them”. 

These comments miss an important fact: most employees suck at setting goals. And to be fair, that’s not their fault! Good goal setting takes practice, and many people let that skill atrophy if they ever learned it at all. 

They have never been taught proper goal-setting techniques like setting goals that are specific, measurable, relevant, attainable, and time-bound. And even if they have learned about SMART goals, they probably haven’t practiced this skill enough to turn it into a habit. 

And even if a couple people on the team are good at setting goals, you still need company support to ensure that goal setting stays as a high priority. If nobody at the company is holding those that struggle at setting goals accountable for setting good goals, those that are good at setting goals have little incentive to continue setting goals because those that struggle to set goals are not being held accountable.

This is even more critical at the managerial level.

If managers aren’t setting goals or are setting poor goals, this lack of skill in this area permeates to their entire team. This ripple effect causes the employees of a manager that doesn’t set goals or sets poor goals to have a culture of firefighting – because if businesses aren’t strategically thinking about how to build processes to handle the challenges that comes up, then they will be reactive to whatever challenges they encounter.

The other challenge in goal-setting for managers is isolation.

Even if a manager knows how to set goals effectively and consistently sets them, they still need to understand their company’s objectives to set great goals. If they are isolated, they will set goals based on unclear or out-of-date objectives that were determined internally from the past. 

To clarify the difference between objectives and the typical goals set by direct reports. Objectives are top-down, publicly shared and ambitious goals that are strived for over a long period of time. They are set by company leaders to shape the company’s next months or years. Once a company has set an objective, teams will set goals that help achieve that objective. These goals are the steps in the process that determine a company’s ability to achieve the objective. 

It’s important to note that objectives are typically broad and non-specific (e.g., optimize operational efficiency and scalability). So, for an objective like optimize operational efficiency and scalability, team members might measure its success with goals like reduce software deployment time by 30%, or enhance server infrastructure to accommodate a 20% growth in user base without performance degradation. At the end of a successful push, team members and leaders will know whether the objective was met because the achieved goals all contributed to optimizing operational efficiency and scalability. 

An easy way to understand this concept is by following the format recommended by this article; a company will achieve an objective  as measured by several key results. Check out a few examples below to see what this looks like. Also note that an objective is typically supported by 3-5 goals.  

Objective: Drive Business Growth through Market Expansion.
1) Enter at least two new target markets, increasing the customer base by 20% in those regions.
2) Achieve a 15% increase in annual recurring revenue (ARR) through upselling and cross-selling to existing customers.

Objective: Drive Business Growth through Market Expansion.
1) Enter at least two new target markets, increasing the customer base by 20% in those regions.
2) Achieve a 15% increase in annual recurring revenue (ARR) through upselling and cross-selling to existing customers.

Because the world (and thus the company) is constantly changing and evolving, if managers don’t have any concept as to what innovations are coming within their departments, they run the risk of their goals getting stale and outdated.

Companies can combat this by having their manager join executive mastermind groups where they are exposed to leaders outside of their company and can learn from their experiences.

Or

Companies can leverage AI to help their managers not only set effective goals, but set goals based on the goals set by other managers of similar teams in similar industries are setting. Through artificial intelligence, managers can glean suggested objectives and goals based on what other leaders of similar teams in similar industries are doing. 

How?

AIM Insights has an AI integration that can identify the industry, title, and department of a manager and provide suggested objectives and goals to that manager based on what other leaders in similar roles are doing. AIM Insights also helps managers from across the company see what goals other team members and managers are setting so they can get a better understanding as to what other departments and managers are focused on.

Why is this important? 

If companies have managers struggling to identify what is the most important thing that they should be focused on (this typically occurs after prolonged periods of firefighting), having suggestions based on AI can help managers quickly realign and get ideas. When used in conjunction with an executive coach and knowing the goals of other managers in other departments at the company (that are also using an executive coach), managers can combine cutting-edge technology with an experienced professional to get the best of both worlds.

When managers and teams have extended periods of firefighting, doing any work that is strategic can be really hard to pick back up. Employees can become so jaded by strategic work like goal-setting that they sometimes end up weighing the cost of time spent goal-setting as a sacrifice to their ability to put out a certain number of fires. This zero-sum thinking is devastating for a company’s long-term health.

“I can’t believe I just spent 15 minutes goal setting! I could have spent that time checking 5 emails or handling a customer issue.”

If employees develop this mindset around goal-setting, it creates a toxic environment and a culture that is too incentivized to put out fires without considering ways to preemptively stop the fires from ever starting. 

There is a story about the early days of Amazon. Jeff Bezos was on the floor with some of his employees packing boxes and shipping them out. Bezos said to his employees “we should get knee pads.” Another employee chimed in “No, we should get packing tables.”

When employees and managers don’t take the time to regularly set goals, they are blinded by what they can do to put out their immediate pain (knee pads help alleviate pain from an uncomfortable position) instead of focusing on an innovative solution that can eradicate the challenge altogether with a side-benefit of increased productivity (getting packing tables).

AI suggestions for goal setting and objective setting can be a great way to quickly get employees thinking about what they can focus on to handle their issues. 

Keep in mind, these are suggestions, not mandates. AI can be a great starting point for assisting in goal setting, but it is the human receiving the AI suggestions that needs to approve those goals and subsequently act on achieving them.



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