Since 2021, our team at Ambition In Motion has been implementing our AIM Insights program within many companies to help their managers better understand the perception between themselves and their direct reports and provide coaching to help those managers have more effective 1:1 meetings between themselves and their teams.
One area of measurement we focus on is Work Orientation. Simply put, Work Orientation is how a person views work as part of their life. This quick 15-question assessment helps people understand their why for work. Some people view their work as a Job (motivated by work/life balance), while others as a Career (motivated by professional growth), and others as a Calling (motivated by professional and personal mission alignment). We repeatedly measure the work orientation of our participants, and this has revealed a few fascinating insights. 
One finding is that Work Orientation is fluid, meaning it can change overtime. When originally completing the Work Orientation Assessment, 64% of direct reports’ results showed that they were mostly Career Oriented, 20% of direct reports’ results showed that they were Calling Oriented, and 22% of direct reports’ results showed that they were Job Oriented. 
After assessing a sample set of 164 direct reports that completed monthly surveys for at least a year, we have discovered some interesting results. After one year working under a manager using AIM Insights, the results showed that Calling Orientation increased by about +5%, Career Orientation increased by +6%, and results that showed Job Orientation decreased by -12.5%. As people work with AIM Insights managers, we see that their motivation for work changes. 
We have also analyzed over 4,000 individuals’ Work Orientations - observing changes to peoples Work Orientation over the span of year that are not in our AIM Insights program. The results are that Work Orientation is changing for those individuals, but not nearly all in the same direction as direct reports in our AIM Insights program (i.e., increased focus on Career and Calling Orientations).
What does this mean?
The employees who are using AIM Insights and receiving feedback from their managers using AIM Insights are more likely to find their motivation as work to be from a career or calling orientation. This means that employees are more interested in promotions, more interested in the mission/vision/core values of the company, and are more likely to recommend the company to their friends and family for employment or for referring business. This helps them view their work as a career or calling instead of a job. They want to step up and do more than the bare minimum to get by. They are more eager to take on responsibilities and roles for the opportunity to learn. And they are more likely to put more into their work because they see the work contributing to something greater than themselves. 
What could be the cause of these results?
We believe these changes are caused by the training and support that managers receive when using AIM Insights. We know it takes more than luck to build a great team, and these managers are clearly building great teams. Here’s how it works:
AIM Insights has a few important components:
• Direct reports of a manager complete brief monthly surveys assessing how they feel about their performance and their manager’s performance, and then they set monthly SMART goals.
• Managers use the AIM Insights dashboard to review their monthly report and analyze their own perspective on the team’s performance and the individual performance. 
• An executive coach, assigned to each manager for monthly 1-hour 1:1 coaching sessions, helps each manager:
• Understand the perception gaps between themselves and their teams.
• Create an action plan with the manager on how they can approach each direct report to better understand their perspective and communicate their own.
• Oftentimes role play or practice how that 1:1 could go from a best, moderate, and worst-case scenario with the manager.
• Discuss other challenges that manager may be facing from an executive coaching perspective.
Across all the teams we assessed, the only meaningful change to the way the direct reports of a manager experienced their work was how their manager treated them after starting AIM Insights. Here are a few findings that we’ve identified by working with our executive coaches. 
• As opposed to avoiding conflict because managers are uncomfortable with difficult conversations, managers are now embracing those conversations leading to better resolutions.
• As opposed to fumbling through an attempt at having a hard conversation because the manager didn’t practice nor received feedback from anyone, managers are now coming prepared for their 1:1 meetings with their direct reports.
• As opposed to waiting to see if a subtle behavior that irritated the manager turns into a larger problem because the manager doesn’t know how to approach a direct report with constructive criticism, managers are now targeting these conversations head-on and coming into those meetings prepared.
• As opposed to having performance reviews rife with subjectivity and recency bias (e.g. the “what have you done for me lately” effect) managers are now coming into performance reviews prepared with full understanding as to what each employee has been working on over entire period being reviewed.
• As opposed to the dreaded “surprise performance review” where direct reports feel blindsided by their manager, managers are now being proactive and helping each direct report emphasize their strengths and work on their weaknesses. Immediately discussing feedback ensures that managers and direct reports are completely on the same page and nobody is surprised by any feedback given in the performance review because that feedback has been given consistently throughout the year.
• As opposed to managers setting goals for their employees and being a “tactical firefighter” (e.g., “I don’t need to explain why this is important, just do it!”), managers now have their direct reports set goals and give their direct reports feedback on why those goals are impactful or not impactful and why. This empowers employees to have a clearer vision as to how their work contributes to the greater picture of the company.
• As opposed to managers attempting to “read the tea leaves” and going to their local soothsayer to attempt to understand how their employees are feeling about them as a leader, they can directly look at the data and observe how their team feels about them and where there might be perception gaps.
Essentially, managers who use AIM Insights with their teams drive greater feelings of Career and Calling Orientation over the span of year compared to managers who don’t use AIM Insights. 

Leadership happy talk is the propensity for leaders to paint a rosy picture of how the business is performing to their team when the business is struggling. 

Oftentimes, business owners and executives engage in leadership happy talk because they think it is the more mature thing to do. They’d rather hold onto the stress and frustration of business struggles and not put it on other people. 

This might seem like a laudable motivation: why stress out your team? But refusing to share and be vulnerable with team members ultimately creates missed opportunities for the team to tackle problems together. This leads to poor outcomes like surprise layoffs, outbursts from leaders, and misallocated priorities during crucial periods.

This article covers some of the causes of leadership happy talk, how to catch yourself engaging in leadership happy talk, how to overcome it, and why it is critical to not engage in this behavior. 

Leadership happy talk stems from pressures, both real and perceived, to show the world and one’s team that everything is going great. Many startups engage in this behavior because they need to put on a show and generate “buzz” so investors perceive their company to be the next hot business. Many business owners engage in this behavior because they fear their employees will leave if the business isn’t performing well. From a business owner’s perspective, they would rather wait and hope their business turns around. They’d rather risk a surprise layoff than inform their employees that the business is struggling and engage them in a potential solution. Many executives for large companies engage in this behavior because they have shareholders and quarterly goals to meet, and they would rather keep up an obvious charade rather than risk looking ineffectual. But only luck can save these leaders from near-certain failure if they aren’t willing to open up. 

There’s also the egotistical explanation: They want everyone to think they are a success. 

As a leader, you might be reading this and thinking to yourself, “what if the news of our business struggling has nothing to do with my employees’ work? How will that help?”

The answer: if this person is at risk of getting laid off, being asked to work reduced hours or for reduced compensation, or having their work impacted in any way at all, they should know about it.

Why? This initial worry assumes that your team can’t handle the truth or that they may leave upon learning the news. That risk pales in comparison to the possible reward from including them in a solution that saves your business. 

No business is going gangbusters all the time every day. Businesses tend to oscillate between up periods and down periods. As a leader, it may be tempting to paint the down periods with a rose hue because things could turn around. However, when leaders find themselves in a position of identifying some negative trends, the best decision is transparency and collaboration. 

By being vulnerable instead of stoic, leaders are communicating that they trust their team and that they value their perspective. Sure, some investors may choose not to invest, some employees may leave at the first sign of bad news, the stock price might go down temporarily, but leaders that engage in openness, transparency, and collaboration lead to healthier more resilient businesses. Strong, resilient businesses are much more likely to succeed long-term compared to businesses run by leaders that engage in leadership happy talk and can’t tell their employees the truth. Next time business is slow, take a chance and open up to your team. The solution could be right in front of your eyes, all you had to do was ask. 

 

Thomas Edison tried roughly 1,200 experiments before discovering the light bulb. When asked what it felt like to fail 1,200 times, he responded that he didn’t fail 1,200 times, but rather he learned 1,200 ways to not make a light bulb. 

Good thing he was the CEO of his own company!

Imagine the workplace today. How much grace and patience do we give people to succeed?

More importantly, how much grace and patience do leaders say they give their people compared to reality? Most leaders are quick to state they support this idea, but it’s rare to see them follow through.

Instead, we see that being a “perfectionist” is the real preferred character trait from leaders that are hesitant to embrace taking chances. 

When thinking about the best, most innovative companies in the world, the core theme that aligns them all together is this emphasis on progress, not perfection. 

The companies that thrive, regardless of what is going on the economy, are the ones that are nimble enough to run multiple experiments at the same time, diagnose which experiments are achieving progress, and then experiment further until a desired result is achieved. 

This article overviews what both employees and companies can do to build a culture that embraces mistakes.

Employees:

As an employee, regardless of whether you are in a leadership position, you might wonder how much of an impact you, individually, can have on your company’s culture. You might also be wondering if these ideas run the risk of getting you fired.

If you are at a company that would fire you for following the suggestions below, you are likely miserable at this company, and it is time for you to move on. Following these tips will expedite that process and help you move into a better work situation. Also, applying these principles effectively, and documenting them, will make you an extremely attractive candidate to any organization that does in fact embrace mistakes.

Being a scientist means that you run a series of experiments. To experiment means to introduce one new variable while holding all other variables constant to observe if a different (either positive or negative) result is achieved.

Examples:

●       Experimenting within the company

o   Handling a frustrating boss – Infrequent feedback from your boss can be frustrating, especially when your only chance to learn about your work is during an annual performance review. It’s nerve-wracking waiting to find out how they view your performance when feedback is so rare. If you’d like to change this, try different and unique ways to gather their feedback – perhaps ask them for help, ask them if you are making a mistake, or flat out ask for feedback.

▪        Pro tip – Try documenting this process. Write down your current behavior, note what behavior you are changing, and then what your hypothesized results will be. Then create a timeline for when you will evaluate the results and use this to measure the change. Most people give up after half-heartedly trying one thing and assume their situation is doomed. By writing down the experiment, it is easier to be objective about the results and be willing to try new experiments.

o   Handling a frustrating direct report – If your direct report isn’t listening to you or not getting all of the work that you would like accomplished, you are going to have to try something different. Try a new method for better understanding their priority order, their concerns, and their roadblocks – perhaps ask them different questions to help you better understand their situation, schedule more frequent 1:1’s, or communicate why achieving whatever task needs to get done is important to you.

●       Experimenting Externally

o   Sales – If you are struggling to meet your sales numbers, allocate a certain amount of time every week to trying something new that could work. Follow the pro tip above for some help on how to effectively evaluate your experiments.

o   Operations – If you are discovering that there is a communication gap with the handoff of work between departments, communicate to both departments a new strategy for increasing the efficiency, what your hypotheses are, what the timeline of the experiment is, and what success will look like if success is achieved. Also explain that if success isn’t achieved, that a new strategy will be implemented until the desired result is achieved.

This is just the framework for how to experiment. The actual strategies you deploy for working through your work scenario are likely different and better than the strategies I proposed because you know your work situation and yourself best.

2. Communicate your experiments, hypotheses, and results throughout the company

People at your company may wonder why you are acting differently. By writing down your experiments, hypotheses and results, it is easier to communicate with others why you are acting differently. 

However, if your experiment involves other people you are working with, you can’t inform them that you are changing your behavior. If you do, you will be altering multiple variables, rendering your experiment moot. 

For example, if you want your boss to stop showing up late to meetings with you so you decide that you are going to ask your boss’s secretary to schedule their meeting with you for 5 minutes before it is actually supposed to start, if you tell your boss you are doing that, your boss is going to adjust their behavior because they now know this information.

3. Document results so others can learn from you

This is especially important for helping convey why you have an opinion on a matter moving forward. If you properly document your experiments and your results, your perspective will hold much more weight than somebody who is just giving their opinion.

Advice for Leaders at Companies:

Anyone who refers to themselves as a perfectionist should be approached with caution and wrangled appropriately. A perfectionist is somebody, based on their current knowledge base and skill set, that will perform the same activity over and over again the exact same way. These people are not interested in learning new ways of doing things because the amount of knowledge they would need to alter their behavior is too great, so any time spent learning a new behavior isn’t worth it. These people are also unwilling to experiment as the fear of making a mistake or not having an experiment align with the hypotheses is too great to overcome. 

Perfection is the enemy of progress. Perfectionists will do everything in their power to not change anything because they have spent all of their time and energy becoming “perfect” at one way of acting.

2. Be collaborative when diagnosing failed experiments

When an experiment is tried and it is determined it didn’t work how you were expecting, invite the entire team to participate in the evaluation process of why it failed and what can be tried in the future to achieve different results. 

This also communicates that failure is okay. 

This is particularly important for leading global teams, especially global teams that were raised in societies with different norms and perspectives on mistakes and failed experiments. 

For example, a technical executive was leading a team of software developers, mostly from India. He ended up learning that a member of his team made a mistake months ago but told nobody. He tried to fix it himself, but the problem got worse and eventually the client called him to inform him that they were pulling their contract because of the technical difficulties they were encountering. Some learning lessons he took from this were that he needs to have a process for identifying these errors and that he needs to build a culture where his team feels comfortable being vulnerable, honest and open when a mistake is made.

3. Document then celebrate the learning lessons

Once a failed experiment has been diagnosed, document it for the entire company to learn from. Holding an experiment and learning that the hypothesis didn’t work is fine. But running the same experiment over and over again and achieving the same undesired result, is not fine. Failed experiments shouldn’t be locked in some vault where only the experimenters can reflect on. Failed experiments should be celebrated! This communicates that learning from failure is endorsed by the organization and creates positive memories associated with lessons learned. 

If you are interested in continuing the dialogue, the Ambition In Motion YouTube channel will be hosting weekly live panel sessions until July 27th, 2023 with executives discussing this topic of How to Build a Culture of Embracing Mistakes.

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.

As interest rates rise and consumer spending habits change, rumors of a recession have started to emerge as a strong possibility for the coming months.

Regardless of whether a recession happens, the mere rumors of a recession can have a massive impact on our employees and their feelings about work, and managers should be considering how to adapt their leadership style to handle any economic worries by their direct reports.

On a high level, below are a list of things that typically happen when there are concerns of a recession:

·        Companies go on hiring freezes or begin laying people off – Companies tend to hire based on what they believe they will need so when a recession strikes and their projections are incorrect, they are forced to change course and lay people off as they adjust their projections.

·        Employee confidence diminishes – Strong economies with low unemployment help employees feel confident asking for higher wages and greater perks.

·        Teams are consolidated – Companies create departments and teams based on projected growth, but when economies start to slow, teams tend to be merged, people are laid off and those remaining must pick up the additional workload. 

Some companies and industries and going to be more impacted than others. If you lead a team and feel that your direct reports show some concern about the economy, this article covers how to be a better leader in times of uncertainty.

As a professional, I am a firm believer that you are an entrepreneur of your own life. I am not writing that everyone should be an entrepreneur, but as a person, you have full agency to make the decisions that you believe are best for you. When it comes to work, especially if you lead a team, it is critical that you do your own research to identify if the company you work for will thrive for the foreseeable future.

For example, one of the executives in our mastermind group works for a company that does COVID tests. This business model boomed over the past few years, but as fewer people get COVID tests, our leader has recognized that something needs to change for his team to continue working for their company. 

As opposed to doing the same thing over and over again as business dwindles, he is being completely candid with his team. He has been identifying business opportunities that he and his company can pursue based on the infrastructure they have created over the past few years. Essentially, he is becoming an intrapreneur – or a person who is pursuing entrepreneurial opportunities within a company.

This openness, honesty, and candor has caused his team to feel excited about the work they are doing. They still complete the tasks that keep the lights on, but they are taking the additional time they have from diminished business and putting that towards identifying new opportunities they can leverage and deploy. 

Many of the ideas proposed won’t work out, but it is much better than doing nothing and hoping it works out. His team has greater clarity and understanding regarding the business’s health and prospects, and most employees are staying and trying to help find a new path for this business.

This team is still searching for the next business model that will reinvigorate their business, but this isn’t solely a task for the leadership team anymore. Now, the entire company can be a part of the solution.

Therefore, to recap, when your team feels uncertainty because of a potential recession:

1.      Lean into the concerns and share openly and candidly why the company’s current way of operating won’t be affected by a recession (e.g. if you work in healthcare or grocery, you can share multiple data points that show that those industries tend to be minimally affected by a recession) or what you are doing to pivot and stay agile even if a recession does come.

2.      Incorporate your team in the innovation process when it comes to identifying ways to cut costs and increase revenue (laying people off has a very negative impact on employee morale and confidence).

3.      Understand the risks and benefits because if your team is unsuccessful at effectively pivoting, your employees will understand why they are being laid off. The benefit of incorporating your team in the innovation process is that they will feel that they had a chance (an opportunity!) to help be a part of the solution that turned the company around as opposed to being left in the dark and then one day getting laid off.

The key when identifying the opportunities to innovate and pivot is to explicitly lay out the risk tolerance you have for ideas. You may not have a million dollars to test out every idea, but you might have $1,000 and that could be enough to garner some early data points of success or failure. Risk tolerance also applies to legal risk. Our executive in our mastermind group is in the healthcare space which has rules and regulations companies must follow. It is critical that your team understands those rules and regulations before trying different ideas.

·        Set up both team and 1:1 meetings to meet with your direct reports to ask them if they have concerns and if so, what concerns do they have. Don’t avoid the conversation because a solution is unknown.  

·        Once you have gathered all of the concerns shared, craft a response for each concern. A response could be why the current way the company operates won’t be affected by the concern proposed, a potential solution that is being implemented that should alleviate the concern, or incorporate them in the solution process to help alleviate the concern as a group.

·        Clearly lay out a plan for your team for what the next 3, 6, 9, and 12 months will look if a recession has little to no effect on the company, a moderate effect on the company, and a major effect on the company. The worst thing you can give your team is uncertainty so crafting this projection allows them to fully understand and prepare for the worst possible outcome (which is never as scary as the unknown negative possibilities they could come up with in their minds).

Regardless of whether or not you are right, people will follow those that are certain. Certainty can come in the form of processes, inclusion in the solution, metrics that show why things will be fine, or projections for the best, moderate, and worst-case scenarios. 

As a leader of people during times of uncertainty, you must give people certainty.