Blog, culture and engagement | Ambition In Motion

by Kendall Barndollar

Mon 29 April 2024

Although sometimes intimidating, it is crucial that individuals are able to advocate for themselves in the workplace. Facing the undue challenge of sexism in the workplace is a delicate and daunting subject.

Making sure each member's voice is heard and valued should be at the forefront of each manager's priorities. However, many individuals are subject to unconscious or subconscious bias against others, meaning that they do not realize the inappropriate nature of their behavior, tone, actions, or attitude so, bringing it to their attention is a sensitive subject. The subconscious or unconscious intent of sexist behavior does not make it permissible but, it does create a learning opportunity. How can individuals address these concerns with their superiors without jeopardizing their relationship and impression or creating a workplace adversary?

Consider Tom, who is the Chief Marketing Officer of a small consulting firm. Tom is in his early 40s and has three young children at home. Tom's colleague, Jennifer is the Chief Technology Officer of this firm, also in her early 40’s with young children. In a recent meeting, executive leaders of the firm were discussing how to streamline some processes within the office using new technology. Jennifer suggests implementing Microsoft Teams within the office rather than strictly using email. Tom responds by sharing that most people would rather “stick to what they know” and use email. The conversation continues, and several other executive members agree with Tom. Eventually, Christopher, the company's Chief Information Officer chimes in sharing that Teams is a good idea because “it will make communication faster.” Other members begin to agree with Christopher and the meeting concludes with all members in favor of implementing Microsoft Teams, crediting Christopher for the great idea. Jennifer is left feeling unvalued by the team for her contributions because when she suggested implementing Teams, her idea was shot down, despite her industry knowledge, years of experience, and background data.

How can Jennifer approach Tom and other executives regarding the sexism she is facing in the workplace? How can leaders curb unconscious or subconscious biases that may affect them?

Jennifer is now tasked with approaching board leaders to express the discrimination she has been facing and find a remedy. However, Jennifer is concerned that approaching Tom or other executives may affect her reputation and relationships around the office. Jennifer needs to find a method of advocating for herself without negatively impacting her office status or alienating herself from her colleagues. Jennifer has a couple of approaches she could consider:

Point Out Sexist Behaviors In Meetings

Jennifer could stop the meeting at the point of inappropriate behavior and call out the group as a whole. In this situation, Jennifer does not assign blame to any one individual but to the group as a whole for undesirable practices. This is a good strategy because Jennifer does not single out one person but points out poor group norms for the whole team.

Confront Tom in the Meeting

Alternatively, Jennifer could first call out Tom for his poor behavior, accusing him of shooting down her idea without proper consideration. This strategy is a risky approach because Jennifer would be singling out Tom in front of others, likely making him upset and defensive. This strategy could be detrimental to Jennifers' reputation and professionalism in the office.

Speak Privately to Tom

Jennifer could speak directly to the instigator of this conversation, Tom, and point out his inappropriate behavior. In this meeting, Jennifer has to be direct and confront Tom in order to advocate for herself. Jennifer must carefully prepare for Tom’s reaction and be ready to continue a conversation if Tom is dismissive, defensive, or rude.

Speak Directly to Company HR

Jennifer could avoid confrontation with any specific individual and instead bring the topic to the company's Human Resources department. A representative from HR will be a great listener and could help guide Jennifer moving forward to navigate these challenges. HR may be able to speak to the other executives on Jennifers' behalf but, there is little follow-up or enforcement when a reprimanding comes from an “anonymous” source.

While these are some options for Jennifer, there is not always a “right answer” to approaching situations like this. Role dynamics, personality types, and workplace norms heavily impact the best route for dealing with discriminatory or offensive colleagues. In any situation relating to these concerns, it is crucial to remember these 4 tips:

Plan Ahead

In entering a “crucial conversation,” it is important to be prepared to be clear and collected during a meeting. When discussing a threatening or upsetting scenario, many individuals may be taken aback by emotions or feelings clouding their communication methods. If individuals prepare in advance with written points, feelings, and experiences, they are better able to stay on track and remember the points they were considering when the scenario took place. Additionally, in planning ahead individuals should prepare for the different outcomes possible in a confrontation. For example, individuals may become defensive or disagreeable and derail the important conversation.

2. Choose the Right Time and Place

In protecting an individual's own professional impressions and relationships, it is crucial to select the correct time and place. In private, many individuals will be more calm and willing to discuss because their reputation is not at risk in front of others. Individuals are more willing to apologize and accept their faults without public embarrassment or accusations.

3. Be Specific

Clearly explain the comment, attitude, or actions and why they were inappropriate. Individuals suffering from subconscious or unconscious bias are generally unaware that their actions may be negatively impacting others. Explaining why behaviors are offensive clears miscommunication and misunderstanding on the topic and provides individuals with a learning experience of why what they said or did was wrong.

4. Know Available Resources

In working for self-advocacy, it is most crucial for individuals to know all available resources. These resources are great tools for planning and learning to navigate while balancing different factors in a new situation.

Overall, it is important for individuals to practice self-advocacy in calculated measures. Weighing impacts of group impressions, professionalism and relationship building heavily impacts the approach individuals should take. Although a delicate subject, there are no improvements in individuals' behavior if they are not corrected. Self-advocacy is a crucial tool to promote self-independence, growth, empowerment, and fair-treatment.

by Kayla Ambrose

Mon 29 April 2024

Cross-cultural teams provide immense benefits to organizations such as enhanced problem-solving skills and diversity of perspectives from the culmination of various backgrounds. Although these benefits can contribute to an organization's success, difficulties can arise for managers tasked with leading these cross-cultural teams. Scheduling conflicts and communication barriers can create points of conflict for managers. Additionally, less apparent issues such as cultural norms and creating a unified team environment can be detrimental to the success of a cross-cultural team. Increased awareness about cultures can work to prevent potential tensions from arising within the workplace.

Cross-cultural teams may be comprised of individuals working remotely from different countries or expatriates. Regardless of the composition of the physical locations of group members, cultural differences can present tensions in the team environment and communication methods because individuals from different cultures may have drastically different approaches to tasks in the workplace. Various strategies can be implemented by managers to develop cultural understanding, enhance communication, and develop team norms ultimately improving the team's performance.

Understanding Cultural Differences

Learning about differences between cultures present on the team can develop increased awareness about why team members may do or interpret things differently. A helpful resource to understand more about different cultures is Geert Hofstede’s Cultural Dimension Theory. Hofstede’s theory explores six key aspects of cultures: power distance, uncertainty avoidance, individualism-collectivism, masculinity-femininity, and short vs. long-term orientation. Comparison between cultures using these cultural dimensions can work to explain variances in workplace behavior. For example, team members from cultures with higher power distance increasingly value hierarchy and are more likely to rely heavily on those with positions of power for explicit direction. This may present an issue for teams that depend on quick decision-making processes and independent work. Being conscious of these potentially ingrained cultural differences can guide managers to communicate more about proper procedures and create a more inclusive workplace environment.

For team members recently relocated to a new country, there may be some distinct cultural differences they are not accustomed to within their new home. Developing proper mechanisms for expatriate training is incredibly important for easing this transition for newly relocated team members. While many companies have established systems for assisting relocated employees to adapt to the new location, as a manager, it is important to develop an inclusive and comprehensive introduction to the new space they are working in. Aiding a seamless transition to the new working environment can include more one-on-one conversations to learn more about the recently relocated team member and discuss any potential concerns they have adjusting to the new environment.

Effective communication

Communication barriers are another important consideration when working with a cross-cultural team. For team members who aren’t working in their native language, aspects such as tone and sentence structure may vary considerably. These differences in communication and understanding present many points of misunderstanding between workers. Strategies to prevent misinterpretation consist of utilizing clear and concise messages. This way there are fewer opportunities for potential misunderstandings. Another strategy to emphasize amongst team members is to encourage clarification. If a team member does not entirely understand something, asking further questions can prevent issues later. Working to develop an environment that promotes questions and clear communication will benefit the entire team.

Another important facet of communication that can vary across cultures is “taught behaviors”. Within different cultures, there are different cultural norms of communication. For instance, American team members may be abrupt over chat function and directly start conversations with a question or request, while Indian team members tend to practice more indirect communication and may include a greeting and more pleasantries before requesting something. Although a seemingly insignificant difference in communication, this can cause frustration for American team members who prefer more immediate communication and conversely cause frustration for Indian team members who interpret the abrupt communication as rude. Working to discuss appropriate communication practices can help to relieve unnecessary issues arising from these “taught behaviors”.

Establish Team Norms

With team members coming from various places, establishing team norms increases progress timeliness. Technology developments help to mitigate time-zone-related issues as there is increased communication and immediacy. 24/7 accessible applications such as SharePoint and live documentation features help to allow for consistent communication among all team members. While some team members are off the clock, team members from different time zones can update the live documents and have a record for team members who aren’t currently working. This allows for greater communication and consistency between team members working during different times.

Another potential issue solved through team norms is establishing a sense of team unity. When managing a team from various cultures, team members may develop an “us vs. them” mentality between different regions when mistakes are made. For teams that have little periods of overlap due to time differences, it can be difficult to foster collaboration and create a sense of division. When an error occurs, for instance during the Australian Central Standard shift, British team members may get frustrated with Australian team members causing increased tensions. Although there is a considerable time difference between these two teams' standard working hours, utilizing some of the overlapping time for weekly or monthly team meetings can unify the team and create a greater sense of appreciation for team members working during the other shifts. Overall, managers need to work to break cultural divides and help build a strong team environment.

Implementing strategies directly focused on creating seamless interactions between team members of various cultures can be achieved through conscious efforts from all team members. As a manager, introducing measures to develop cultural understanding, effective communication methods, and team norms are important steps for preventing tensions arising from cultural differences is incredibly important.

by Grace Tripathy

Mon 29 April 2024

When Emily was promoted to be the manager of her software development team at a technology company, she faced a mix of excitement and uncertainty. Having worked alongside her teammates for over five years, Emily's promotion was not just a personal success; it was a dramatic shift in dynamics. Among those affected was Mark, a close colleague and friend who had also vied for the same managerial position. The challenge for Emily was not just about adopting a new role but navigating the complex emotions and relationships within her team, particularly with Mark.

As coworkers, Emily and Mark had shared countless hours troubleshooting code and celebrating project milestones. The sudden shift from colleagues on equal footing to a new leader dynamic posed an emotional challenge, especially after being in competition for the new position. While Emily dealt with the excitement of her new role and the guilt of surpassing a friend, Mark faced the disappointment of missing out on a position he felt equally qualified for.

This delicate situation required more than just professionalism; it demanded emotional intelligence and sensitivity. Emily knew that her first task as a leader was to cultivate an atmosphere of trust and mutual respect, reaffirming her commitment to team cohesion and collective success, despite the undercurrents of competition that had brought her to this pivotal point in her career.

7 Ways to Maintain Positive Team Relationships

The foundation of a smooth transition is empathy. Recognize the disappointment among those who competed for the position and acknowledge their feelings. For Emily, having a private conversation with Mark was crucial. She decided to express her desire to maintain their strong relationship and sought his support and insights in her new role. This approach not only helped preserve their friendship but also reinforced Mark's value to the team.

Additionally, adopting an inclusive leadership style can make the transition easier for everyone involved. As a new leader, Emily made it a point to involve her team in decision-making processes, giving them a sense of ownership and a voice in the new structure. This inclusivity helps in mitigating feelings of resentment and promotes a culture of collaboration.

Maintain Open and Honest Communication:
1. Regular check-ins: Schedule individual meetings with team members to understand their career aspirations, challenges, and feedback on team dynamics.
2. Transparency: Keep the team informed about changes and decisions that affect them directly or indirectly to avoid rumors and misunderstandings.

2. Recognize and Validate Feelings:

Acknowledgment: Recognize the feelings of team members who might have also applied for the leadership position, validating their disappointment without diminishing the significance of the new role.
Supportive Conversations: Offer a safe space for open dialogue where team members can express their concerns and feelings about the new changes.

3. Leverage Team Strengths and Insights:

Inclusive decision-making: Involve the team in decisions, especially those that impact their work or the team’s direction, to foster a sense of belonging and importance.
Utilize diverse perspectives: Encourage team members to bring their unique insights to the table, reinforcing the value of each team member’s contribution.

4. Foster Professional Development:

Growth opportunities: Promote continuous learning and development opportunities tailored to the career goals of team members.
Mentorship roles: Encourage experienced team members, like Mark, to take on mentorship roles, enhancing their engagement and providing recognition.

5. Celebrate Team and Individual Achievements:

Recognize contributions: Regularly acknowledge and celebrate successes, both big and small, to motivate and build morale.
Team events: Organize team-building activities and outings that are not just work-related to strengthen interpersonal relationships and team cohesion.

6. Build Trust Through Consistency:

Fair treatment: Ensure all team members are treated fairly, with consistency in how rules and policies are applied.
Dependable leadership: Be reliable and follow through on commitments and promises, setting a standard of trust and reliability.

7. Promote a Positive Work Environment:

Respectful interactions: Cultivate an environment where respect is foundational in all interactions, regardless of role or seniority.
Constructive feedback: Provide feedback in a way that is constructive and supportive, aimed at improving performance and personal growth.

Additionally, clarity in roles and responsibilities helps reduce confusion and aligns team efforts with organizational goals. For Emily, clearly defining everyone’s roles, including her own, helped set expectations and streamlined team operations, which is essential in maintaining productivity and morale.

Utilizing Performance Management Tools

Regular feedback sessions are essential for maintaining open lines of communication and for personal and professional growth of team members. Emily implemented bi-weekly one-on-one meetings with her team members, including Mark, to discuss their progress, address concerns, and provide support. This not only helped in maintaining strong relationships but also in fostering a culture of trust and respect.

Effective use of performance management tools can aid new leaders in setting clear, measurable goals for their team, especially during the meetings that Emily was conducting. Emily utilized software tools like AIM Insights to track the progress of individual team members and the team as a whole, aligning them with the broader company objectives. This transparency in goal setting and progress tracking ensures that everyone is on the same page and working towards common goals.

To further support her team's growth, Emily introduced regular training sessions and development opportunities that were aligned with the team’s goals and individual career aspirations. This not only helped in skill enhancement but also showed her commitment to her team's success.

Transitioning from a team member to a team leader is a significant change, one that requires careful handling of relationships and effective management strategies. By fostering a supportive and inclusive environment, maintaining clear communication, and utilizing performance management tools, new leaders like Emily can ensure a smooth transition and sustained team success.

by Garrett Mintz

Wed 17 April 2024

Layoffs are an unfortunate aspect of a business’s lifecycle.

Whether a company over-hired during a period of steep growth in anticipation of potentially continuing that growth.

Or a company had a client that represented a large percentage of their total revenue leave and is trying to figure out where to come up with the revenue to pay for everyone’s salaries.

Or a company has gradually fallen on harder times and has decided that restructuring how the organization looks and operates is critical to being successful in the future.

Or a company could have had an informal layoff where they decide to not backfill positions after someone leaves and just ask those who are left to take on additional work.

They are part of a business’s natural ebbs and flows. One could argue that if a company isn’t putting themselves at risk of having a layoff (e.g. hiring to pursue new opportunities), they aren’t effectively preparing themselves for opportunities for high growth when they present themselves.

But what happens to those who are left?

Those who are left oftentimes feel a sense of survivors guilt – as if they are the lucky ones for not getting fired.

This is oftentimes quickly followed by burnout because they are now being asked to do the work of multiple people after growing accustomed to doing the work they had been doing.

Once burnout occurs, people start to formulate their own assumptions about what is next for them and the business. This narrative people create about their future fate is oftentimes way worse than the reality of the situation because the news of the layoff in the first place was likely a huge surprise and has tarnished their belief in the business long-term.

As a leader of a company, here are 3 things you can do to help build back morale after a layoff:

1. Control the narrative

If leaders don’t control the narrative after a layoff, their people will come up with their own narrative. One leader I interviewed 3 months after a layoff her team decided to pursue shared that she heard from one of her team members that the company was about to go through a merger or get acquired. She had no idea where that news came from. As the second largest shareholder in the company, she reassured her team member that a merger or acquisition was not going to happen, but she couldn’t help but wonder where this rumor came from and how many other rumors might be flying around that she has no idea about.

To minimize surprises around a layoff, some leaders will practice open book management or sharing the financials of a business with all of the employees.

The challenge with the assumption that employees who know the financials will be less surprised if a layoff happens is that the employees don’t know how an executive team will react to multiple down revenue months in a row. Multiple down revenue months could mean no bonuses this year or it could mean layoffs. Knowing how an executive team will react to multiple down months in a row is not the job of the employees.

Companies also often face the challenge of leadership happy talk. This is the act of a charismatic leader (oftentimes the founder or CEO) who say things like “we have been around for 25 years and aren’t going anywhere!”

This talk, when times are good, boosts morale and makes people feel secure. But when a layoff happens, it completely tarnishes morale and the trust employees have in the company moving forward is severely tarnished.

Therefore, if leaders are to control the narrative for those employees that are left, they need to explicitly share why their performance justified keeping them and how that helps the business grow into the future. Leaders essentially need to reassure employees why their job is safe or else employees will assume their job isn’t safe and starting looking for jobs elsewhere.

2. Make people feel heard

There was a prison study in which inmates were to submit feedback on the state of the cafeteria food. This suggestion box had always existed in the cafeteria but the results of the dining experience never seemed to change. Leadership in the prison wanted to get Likert scale feedback on the quality of the dining experience in the prison and to little surprise, their scores were very low.

Eventually, a leader within the prison decided to do something different. He decided to read all of the suggestions out loud in front of all of the inmates. Regardless of how feasible the suggestion was, he read them all out loud in front of everyone.

Then, something interesting happened. The scores for the quality of the dining experience at the prison improved on the Likert scale. The prison didn’t in fact do anything to improve the dining experience for the inmates, but they let them know that they were heard.

The same holds true for employees.

I am not advocating for gaslighting the employee experience (e.g. listening to what they have to say and doing absolutely nothing about it), but what I am writing is that helping employees feel heard, even if the leader can’t do anything about their concerns, is much better than ignoring employee concerns altogether to avoid the hard conversation.

3. Elaborate on the why to the nth degree and repeat, repeat, repeat

Too many leaders assume that all employees are privy to all the information that the leader is and should therefore understand why certain decisions were made.

Too many leaders assume that explaining why a decision was made once is sufficient for employees to fully digest and understand moving forward.

These are toxic assumptions because employees are not aware of the information a leader has at their disposal, and although the leader may have explained the situation once to the employee, the leader needs to go further to explain the why behind the decision.

For example, a leader could share “We have decided to layoff 5% of our workforce. We made this decision because we over-hired the year prior. We were on a major upward trajectory and wanted to be prepared if the market continued to climb. Unfortunately, that didn’t happen and we let go of these employees for the sole fact that we don’t have enough business to justify having them on the team moving forward. Moving forward, we believe we have right-sized our business to be commensurate with where the market is now. As long as we are able to achieve xyz profitability, we should be able to grow a steady growth rate moving forward. When our company is able to achieve xyz profitability, it allows us the freedom and ability to grow our business in a stable way. When we are below that profitability, it puts the business at risk of going under. If the business goes under, nobody has jobs and we won’t be able to work together anymore.”

This may seem like overkill, but by being abundantly clear about how the business operates and the numbers the business needs to achieve to thrive, it empowers employees to know where they stand with the business.

Then repeat, repeat, and repeat some more. And when you feel like you have shared this message a million times, share it one more time just to be safe.

Oftentimes, employees will need to hear a message multiple times for them to become conscientiously aware as to what the message means and the ramifications it has on them.

Overall, building back team morale after a layoff is hard. It is the companies that can control the narrative, make people feel heard, and explain the why with enough repetition that are able to achieve success after a layoff.

by Kendall Barndollar

Fri 5 April 2024

It is crucial for managers to advocate for their team in a deliberate and intentional manner to promote a positive work environment. In meeting with executive leaders, managers should prioritize the needs of their team as a whole in order to be optimally productive.

However, sometimes executive leaders can be a bit out-of touch on the day to day details of teams activities. Unrealistic expectations can lead to burnout, turnover and massive inefficiencies, producing problem areas for all levels of an organizational hierarchy.

How can managers advocate for the needs of their team without compromising their own ability? How can direct reports voice their needs to their manager without affecting their work ethic or commitment?

To better analyze the impacts of this situation, consider Alex who is a manager of a mid-size team at a large accounting firm. Alex’s superior is Sophia, a director, who is responsible for eight groups similar to Alex’s across the office. In meeting with his team, Alex realizes that his team has been asked to work significantly more hours this past month compared to previous months. In continuing the conversation, Alex is stunned to hear that many members of the team have felt overworked and exhausted over the past month. Individuals on the team voice their concerns and request for a reduction in work, lowered expectations, a clear plan to help them achieve some semblance of balance, or a combination of these outcomes.

Now, Alex must meet with Sophia and explain the circumstance, while trying to demonstrate that this is not a representation of ability or willingness to work, but a result of the psychological safety and productivity expectations set for Alex’s team.

When Alex has his meeting with Sophia, there are a couple of important factors he should keep in mind in order to find the best results for his teams productivity and contributions to the company. Rather than beginning the meeting with an accusation of overworking employees or assigning too heavy of a workload, Alex should explain this situation to help Sophia better understand the effect on the team.

When Sophia begins to discuss the new work assignments for this month, Alex could ask a question like “Where should this be on the priority list?” This question respectfully points out that his team is working on several assignments and puts the responsibility on Sophia to recognize the tasks the team is already working on. Additionally, this gives Sophia an opportunity to explicitly state what the main focuses are, enabling Alex to prioritize these goals across his team. In any circumstance, it is crucial for managers to advocate for their teams while still prioritizing the needs of the business.

Here are 5 tips for managers to be better advocates for their direct reports:

Encourage Communication

Encouraging communication enables managers to better understand their direct reports. Through increased communication, managers should be able to find fixes and suggestions to improve the experience, lives, and workload of their direct reports. For example, in the scenario above, Alex’s team could have previously shared their feelings of burnout and exhaustion, allowing Alex to discuss with Sophia in advance and better plan the workload for his team. Communication between managers and their direct reports will optimize productivity and quality of work throughout a team.
2. Collect Feedback

As always, a crucial part of success in a leadership role is collecting feedback. If managers work to collect constant feedback, they will better understand the lives of their direct reports. Managers could consider utilizing software such as AIM Insights to collect continuous feedback on performance measures and goal attainment. With a tool like this, managers can view the work put in by their direct reports and alter expectations to meet the needs of the team and business.
3. Set Goals

Setting goals sets an expected standard for a team. With these goals, members of the team can have a better understanding of the work they should be inputting. In the case of Alex and his team, if he had set an hours-based goal for the team, these members may not be experiencing such burnout. Setting goals is a great method of communication for managers to set clear forecasts for direct reports. In practicing SMART goal setting, managers could consider using software such as AIM Goals to help set specific, measurable, attainable, relevant, and timely goals.
4. Use Quantitative and Qualitative Data

In serving as an advocate for their team, managers' use of employee data and feedback is an extremely impactful tool for guiding a discussion. In the case of Alex and Sophia, Alex should bring the monthly productivity or hours worked reports as a demonstration of the work that his team has been inputting. With this quantitative data, Sophia will better understand the pressure and workload put upon these individuals.

5. Prioritize Work-Life Balance & Psychological Safety

In working as an advocate to create an ideal team environment, it is crucial for managers to put work-life balance and psychological safety at the forefront of their focus for teams. Psychological safety focuses on ensuring a compatible and inclusive environment in the workplace and throughout teams. With psychological safety prioritized, individuals will feel encouraged and valued to share their opinions and thoughts, even if they oppose those of the group. In focusing on promoting work-life balance and psychological safety, managers should work to lead a team that values learning from mistakes, innovation, sharing ideas, and setting transparent goals for growth.

Serving as an advocate is not easy. It is challenging for individuals to represent and speak on behalf of others but, working in the best interests of their team, advocacy is a crucial component of leadership. In learning to advocate for other individuals, it is essential for professionals to prioritize transparency and accountability along the process. Additionally, if managers feel they need additional assistance, they should consider joining an executive mastermind group. Joining an executive mastermind group allows individuals to discuss scenarios with leaders with similar experiences in the workplace. As always, managers need to remember that change may not happen immediately and will take time to see the effects across a team. However, when individuals feel valued within a team, they are more likely to demonstrate increased job satisfaction and organizational commitment. Serving as a representative for a team is an integral component of leadership and allows great opportunities for managers to grow as well.

by Grace Tripathy

Mon 25 March 2024

Confronting a star employee who is excelling in their current role but may not be quite ready for a promotion presents a unique challenge for leaders. On one hand, acknowledging their exceptional performance is crucial for maintaining morale and motivation within the team. On the other hand, providing constructive feedback about their readiness for advancement requires delicate handling to ensure it doesn't undermine their confidence or commitment.

Leaders who take a structured approach to these difficult conversations are far more successful at handling them. Success looks like not only maintaining a positive working relationship after the conversation, but also laying out a plan for future growth.

Done right, it’s a win-win approach: The employee leaves with a clear understanding of where they stand, feels valued, and is equipped with a plan that motivates them to move forward. The organization also increases retention and engagement. The key is to approach the conversation with empathy, support, and a growth mindset. What does this look like?

Empathy

Start by acknowledging their efforts, validating their feelings, and assuring them that their hard work hasn’t gone unnoticed. Shift from a mindset of delivering bad news to one of developing shared understanding and distinguishing between the skills they are excelling at now as an individual contributor and how change as they develop into new leadership positions. This compassionate approach can ease the disappointment and foster a more positive, open dialogue.

For example, you can say: “I recognize how hard you’ve been working and the dedication you’ve shown in your role. I know you were looking forward to a promotion, and I want you to know that I see and appreciate your efforts. I also wanted to distinguish that the type of work that needs to be done in a promoted position is different from the work you are currently doing and I would like to see you excel in some of those strategic tasks before we move into the promotion.”

2. Support

This conversation is not merely about explaining why the promotion isn’t happening now; it’s an opportunity to affirm your belief in your employee’s abilities and potential.

Outline the positive aspects of their work. For example, you could say, “You’ve demonstrated excellent skills in your current area, and your contributions to the team have been invaluable. I believe further development here will position you strongly for a future promotion. Let’s look at what opportunities we can create together for you to develop the skills to get you ready.”

3. Growth Mindset

Don’t let the conversation end in disappointment but rather in hope for future possibilities. A future-focused mindset will not only help identify what your employee needs to work on but also actively helps them get involved in chartering a path for future action.

You could say, “I see a lot of potential in you, and I believe in your ability to grow into your aspiring role.”

When discussing the specific reasons your employee isn’t getting their desired promotion, you need to address three dimensions: competence, potential, and perception. As you do so, anchor your conversations in where the person is now and what they need to do in order to advance. This focus on “now vs. needed” provides a roadmap that keeps the conversation constructive, supportive, and oriented toward future success.

When discussing an employee's readiness for promotion, it's crucial to consider both their competencies and how they're perceived within the organization. Competence encompasses the specific skills, knowledge, and capabilities required for a role. While acknowledging their achievements and dedication, it's important to highlight areas where further development is needed for advancement. Engage them in evaluating their current competencies and foster open dialogue about areas for improvement.

For example, you might say, "Currently, you're excelling in skill X, which is crucial in your current role. However, to progress, further development in skill Y is needed. Let's explore targeted training or projects to bridge this gap and prepare you for your next responsibilities."

Be also conscientious that by asking them to focus on the strategic leadership skills while still expecting their core individual contributor tasks to be effectively completed that they will initially be stretched a bit and potentially feel overwhelmed. By helping them prioritize their time and how much to focus on each activity, leaders can help their aspiring leaders more effectively manage their time.

Addressing common misconceptions about recognition and promotion emphasize that results alone are not enough. Perception of one's professional image also plays a crucial role. Actions are interpreted by others, and individuals have the power to shape how they're perceived at work.

For instance, you could express, "Many believe that results alone should speak for themselves in terms of recognition and promotion. While results are undoubtedly important, perception of your professional image is equally vital. It's not just about what you do but also how others interpret your actions. You have the ability to influence how you're perceived within the organization."

Overall, when discussing promotion readiness, it's essential to address both competencies and perception. By recognizing achievements, identifying areas for growth, and shaping a positive professional image, employees can better position themselves for future advancement opportunities.

by Kayla Ambrose

Mon 25 March 2024

Jane is a middle manager who finds herself at a pivotal point in her company's future. Her company has been exploring new initiatives that would entirely pivot from their current business focus. Although there is immense excitement between management about this potential new direction, Jane recognizes that navigating the balance of honoring the legacy business that her current team is a part of while also embracing the future innovation is a precarious task.

With her team's focus on the legacy business, Jane must continue to keep her team engaged, excited, and informed about the potential shift without discouraging her team and slowing progress. The following strategies can be implemented to ensure high morale, sustain engagement, and effective communication during this transition.

Communicating Effectively

Navigating proper communication methods during these transformative periods is an incredibly difficult task. With a gap of knowledge between management and team members regarding the shifting landscape, determining what information to share and when can prove challenging. Work closely with upper level management to determine when information will be available to non-management staff. Once information can be shared, have an open conversation with the team to ensure transparency. Detail what the new initiative is and why the company believes this is the most advantageous avenue to pursue going forward. Emphasize that there are still unknowns in the evolving environment and that they will be informed as the situation continues to develop.

Communicating effectively may also manifest through facilitation of feedback. Establish channels for team members to provide feedback regarding the transition. This can be achieved through allowing one on one conversations, anonymous surveys, or even team wide discussion. Implementing methods for team members to voice their questions and concerns will make them feel validated and heard during these uncertain times. Feedback is also an essential mechanism for company wide improvement. Gaining additional insights from current staff will steer the company to be more united as it moves towards this new direction.

Ensuring High Morale

Amidst the uncertain environment, it is imperative to ensure enthusiasm within the legacy team. As a middle manager, recognizing and appreciating team members can make a large impact on maintaining morale. Whether the achievement is big or small, celebrating the successes of team members can help the team gain a sense of importance and confidence. Take note of these accomplishments as it may be reassuring for team members to have a record of their achievements.

Maintaining a high morale may also be achieved through allowing increased autonomy. A sense of responsibility and pride can arise from team members gaining more flexibility in the decision making process. Delegating some authority will increase innovative thinking and foster a culture of trust. Additionally, this can set team members up for success by allowing them to gain additional skills. These leadership skills can be applicable in the event that the scope of team members work shifts after the company further embraces the new direction. Increased responsibility for team members will produce further team buy in as they are truly more involved in the team.

Sustaining Engagement

While shifting towards the future, it’s important to recognize the significance of the legacy teams and their expertise. Managers should emphasize the impact the legacy teams have had on the organizations success. The company would not have reached its current level of success without the hard-work and dedication of each team member. Acknowledge the teams contributions to generate a sense of pride and reaffirm their role in the organization’s achievements. Continuing to recognize the importance of the legacy team will sustain engagement as it will support the notion that the team is truly making a lasting impact on the organization.

Providing additional learning opportunities also sustains engagement. With this transitional period, team members may be concerned about the future of their role in the company. Adding methods for team members to improve upon current skills or develop new skills, can ensure preparedness for the evolving needs of the company. Although the current team function may remain after the pivot to this new direction, it is imperative to set team members up for success for potential new opportunities. Training workshops, online course, or mentorship programs can assist team members in developing new skills and adapt to the changing environment environment. Exploring cross-functional opportunities with the new business function may be a positive collaboration. This introduction to the team involved with the new business idea may allow for innovation and increased learning opportunities that will benefit both groups.

Navigating the transition from legacy systems to future business ideas presents various challenges and opportunities for middle management. Through utilizing transparent communication practices, sustaining team morale, and fostering high engagement, managers can successfully lead their team through this transition. Although there are still many uncertainties for her to face, Jane has all the skills and leadership capabilities to ensure her team is productive and supported as her company takes on a new journey.

by Grace Tripathy

Fri 15 March 2024

Sarah is leading a team of 700 talented individuals toward success. However, the winds of change bring a daunting task: she must trim down the team by 300 members, nearly half its size. The question is large: how does one execute such a significant reduction in workforce effectively?

Sarah ponders over various strategies. Does she opt for a series of gradual layoffs, minimizing the shock but prolonging the uncertainty? Or does she choose the bold approach of a single, decisive cut, akin to ripping off a bandaid? Each path presents its challenges, but Sarah knows that communication and trust will be the cornerstones of her approach.

One option is to stagger the layoffs over several months, allowing individuals to prepare emotionally and financially. However, this method risks creating a sense of instability and anxiety among the remaining employees. Sarah worries about the toll it may take on morale and productivity.

On the other hand, a swift and decisive action could minimize prolonged uncertainty and allow the organization to swiftly realign its resources. However, the shockwave from such a move could erode trust and breed resentment among the workforce.

Sarah pondered over various strategies:

Does she opt for a series of gradual layoffs, minimizing the shock but prolonging the uncertainty?
Or does she choose the bold approach of a single, decisive cut, akin to ripping off a bandaid?

1. Gradual Layoffs Strategy

Advantages:
- Minimizes immediate shock and disruption to the workforce.
- Allows individuals time to prepare emotionally and financially.
- Provides opportunities for retraining or redeployment for those at risk.
Challenges:
- Prolongs uncertainty, potentially impacting morale and productivity.
- Requires careful planning and coordination to manage ongoing transitions.
- May lead to a perception of instability within the organization.

2. One Big Bandaid Rip-Off Strategy

Advantages:
- Offers swift resolution and clarity to the workforce.
- Minimizes prolonged uncertainty and speculation.
- Allows the organization to quickly realign resources and move forward.
Challenges:
- Poses a significant shock to the workforce, potentially eroding trust and morale.
- Requires meticulous planning to mitigate immediate impact and support affected individuals.
- Carries a higher risk of negative perception both internally and externally.

Building Trust Through Communication

Sarah recognizes the importance of transparency and honesty in navigating this delicate situation.

First, she starts with identifying what metrics are not being met and what needs to be changed for the organization to right the ship. She realizes that it can be anxiety-inducing if there isn’t a clear goal or metric that everyone is working towards as if there isn’t a clear goal or metric being worked towards, it is unclear whether or not anyone’s job is safe.

By clarifying those metrics and where the team has fallen short, and giving them a few months to try and turn things around, she can start to make the reductions in force.

The reason she chose this mode of decision-making versus just announcing the layoffs was that it gave clarity to her team as to what metrics needed to be hit for the company to succeed. Even if the metrics were vastly different from where they were when she first announced the metrics, there is still clarity as to why a change like a reduction in force is necessary. Essentially, her team felt less blindsided when they knew they were underperforming.

As the months pass, Sarah maintains open lines of communication, offering regular updates on progress and addressing any concerns or questions that arise. She fosters a culture of transparency and inclusivity, inviting feedback and suggestions from her team members.

Throughout the process, Sarah remains steadfast in her commitment to building trust and maintaining morale. She acknowledges the challenges and uncertainties but instills confidence in the team's ability to get through this together.

By the end of the period in which performance is being evaluated, Sarah still needs to lay team members off. She decides to do the layoff in one big bandaid rip-off strategy. She then reinforces that everyone after the layoff is safe and why they are safe - e.g. the metrics they were achieving were aligned with the metrics she set at the beginning.

Being clear is kind and having clear expectations from the very beginning, allowing team members the time to change their behavior and attempt to turn their performance around, and following through on the unfortunate need of laying people off for those that aren’t performing creates the best outcome from a tough situation. By prioritizing the well-being of her team and fostering a culture of transparency, she ensures that even in the face of adversity, they emerge stronger and more resilient than before.

by Kendall Barndollar

Fri 15 March 2024

Nearly every individual will at some point in their career face an ethical dilemma. Whether that question comes from a superior or direct report, these decisions take a significant toll on mental health, psychological safety, and burnout in the workplace.

Ethical concerns can take place in a variety of ways. Every ethical question is not as extreme as fraud or lying on financial statements but, ethical dilemmas can be seen in everyday workplace experiences. For example, consider Kelly, who is a senior manager at a large sales firm. Executives of the firm are expecting to be acquired by a much larger company and thus, are pushing for increased sales and revenue from Kelly’s sales team. Because of this, Kelly’s team members are pressured into making one-time sales so the acquirer notes better results for the firm rather than the more accurate, transparency of the expected revenue. How do these decisions affect the health and psychological safety of these parties?

To begin, these employees are now subject to immense stress to make sales, which will likely negatively impact psychological safety and contribute to burnout. Additionally, these individuals' psychological safety and mental health may be negatively impacted if they have to confront their manager or miss a sales goal. If there are pay differences due to falling short of a sales goal during this time, these individuals may become significantly dissatisfied leading to impacts on mental health, psychological safety, or even turnover. On the other hand, Kelly is now stressed and concerned that her team will not meet these sales goals and, she is concerned about what the acquirer will find once they are bought out and the sales decrease.

Once the firm is bought, many parties may see an adverse effect from the inauthenticity of the sales revenues. For example, the purchasing company may move forward with laying off or letting go of employees because the sales projections based on the perceived recurring revenues right before the sale of the company (which turn out not to be recurring and therefore shouldn’t be in the projections) are not met. Additionally, the purchasing company may potentially alter the compensation structure of the employees, negatively impacting their motivation to work if compensation is based on inaccurate data, these sales goals may be challenging or unachievable for these employees. For example, sales and performance quotas based on projections that aren’t based in consistent results.

Now, how should Kelly address her concerns with her current boss, Michael?

If Kelly approaches Michael with this ethical concern, she may see unfavorable effects, especially moving into a merger or acquisition with the firm. In discussing this sensitive matter, it is crucial for professionals to be extremely cognizant of the surrounding environment to find the right time and manner to discuss a concern without becoming accusational or placing blame on superiors. Here are 5 tips for discussing an ethical concern with a superior:

Be Objective

In bringing up concerns about a sensitive topic, it is crucial for individuals to maintain objectivity and avoid placing blame on the superior. For example, in the aforementioned situation, Kelly may ask to schedule a meeting and begin by saying she is concerned about how sustainable the sales are. This statement does not place blame on Michael or suggest that he is acting unethically. Rather, this statement brings up a sincere concern. Additionally, this statement does not bring up the variety of negative effects that may be possible in the situation but just focuses on the one main concern to be addressed. Kelly may also not realize the pressure Michael is under and that he might not have been the person that decided to fluff up the sales numbers but was instead following orders.
2. Propose Solutions

Continuing in the meeting with a superior, leaders should be cognizant of their attitude and propose potential solutions to move forward with. These solutions should be constructive and should directly address ethical concerns. For example, Kelly should consider offering solutions to the situation of sales data representation. Perhaps Kelly can head a new and sustainable marketing campaign for current clients or, suggest a different way to encourage sustainable sales in this situation.
3. Highlight Possible Consequences

If Michael needs additional convincing to approach this ethical concern, Kelly should consider bringing up possible negative consequences, backed by data. For example, Kelly could share that if sales are to drop after the acquisition, her team may be downsized or, brand reputation or morale may have negative effects for the team moving forward. In this area of the conversation, individuals need to bring concerns that are sincere possibilities with adverse effects and, avoid blame placing. Being empathetic to the superior will always help both parties better understand the other and how to best move forward. Kelly could also acknowledge who benefits from having inaccurately boosted sales numbers, their proximity to everyone else at the company, and who may face consequences after the sale is completed.
4. Encourage Open Dialogue

In these discussions with a superior, managers should be considerate in finding a comparable solution for the superior's objectives to be met in a more ethically sound manner. In Kelly's case, suggesting possible solutions and then asking for feedback or other ideas to find a compromise of the way the problem is approached and the objective solution that is best for the company. Managers in this situation should also listen carefully to the superior to find any other information or data that could help find an ideal solution to move forward with.
5. Seek Guidance

Finally, managers should consider seeking guidance in moving forward with an ethical concern. To find help, managers can consider a variety of methods. First, the manager could reach out to the firm's human resources. But, leaders should be conscious that these individuals may be required to report potential problems or concerns within the company. If an individual is seeking some mentorship outside of the firm, they should find a horizontal mentorship program or an executive mastermind group. These programs focus on building relationships with peers in other organizations at similar levels or, with more experience. Being able to privately discuss concerns with other professionals is a fantastic resource for effectively approaching sensitive topics. For example, Kelly may benefit from a horizontal mentorship by speaking with a sales manager at a different firm and learning more about how to best approach the situation from an outside perspective. This method also works to reinforce psychological safety that promotes open discussion and conversation.

Although challenging, voicing concerns about ethical topics is crucial for companies to maintain their cultures and positive work environments. And, as leaders, managers have a responsibility to represent their direct reports and work in their, and the company's best interest. In this pivotal role, individuals can become stressed and overworked so, it is necessary for leaders to maintain clarity and thought processes in decision-making processes that will affect a whole team.

by Kendall Barndollar

Thu 22 February 2024

The onus is on leaders to establish trust within a team and foster the best-fit culture. But, building a company culture with a foundation of trust requires commitment and constant communication from leadership. When expectations are met, trust is built. Although seemingly simple, many leaders may struggle with clear communication expectations and setting realistic goals for their direct reports, thus diminishing the trust being built and detrimenting the growth of their team. To set realistic goals, leaders must focus on honesty in expectations and, work to limit unrealistic optimism about the outcome of projects or goals. While setting high goals can be a great motivator, unrealistic expectations discourage direct reports from working towards high standards.

Finding the balance of achievable expectations is extraordinarily challenging for leaders. In working towards direct reports meeting expectations, here are 10 tips for leaders and executives to improve their team culture and build trust:

Lead By Example

Managers and team leaders' indirect actions are key communicators to their direct reports. Managers' commitment to meeting expectations and holding up their end of responsibilities creates a culture that values accountability and builds trust based on past experiences. Leaders set the tone for the whole team, if leaders put trust in their direct reports, their team may autonomously flourish and grow. Leaders' practice of trust will create a ripple effect throughout the entire organization allowing for tremendous growth and innovation in teams.

2. Set Goals

The best way to encourage direct reports to meet expectations is to set clear, SMART goals. SMART goals are Specific, Measurable, Achievable, Relevant, and Timely. When setting these goals, teams, and leaders must collaborate and follow each letter of the acronym for maximized motivation and ability to meet the expectations. In setting goals, consider the use of software such as AIM Insights that will provide continuous feedback for growth. The best tool for establishing these goals is a collaboration between executives and their direct reports to find a realistically attainable goal without jeopardizing the work-life balance of any team member.

3. Encourage Open Communication

Open communication is essential for the development of trust. Leaders must be deliberate in effectively communicating with their teams promptly. With open communication, direct reports are better equipt to meet and exceed goals. Managers should consider sharing decision-making practices and promote open discussions that will encourage a community feeling. Trust in a team where individuals know that the managers value their contributions and work in the best interest of the team will see tremendous growth.

4. Set Accountability Standards

Accountability is a key aspect of establishing trust within a work culture. Over time, direct reports meeting expectations build trust in company culture. Holding individuals accountable for mistakes and errors along the way, without scrutinizing them will work to build a company culture foundation of trust. Open discussion of errors or shortcomings will allow individuals to learn from their mistakes, build trust, and, allow executives to learn how to better their team. Trust cannot only be built on exceeding and meeting expectations but in honesty through shortcomings and errors along the way as well.

5. Practice Consistency

An important factor in establishing trust is consistency and predictability. With executives in decision-making processes, leaders must practice a process of consistency to build trust with direct reports. Inconsistencies in leadership build a culture of uncertainty and fear within direct reports. With a lack of reliability, direct reports will not be meeting their fullest potential and may be negatively impacted by fear or uncertainty within their team.

6. Emphasize Team Building

Team building, in and out of the office is imperative to build a culture with trust. Team building enables individuals to see their co-workers as friends, and builds a community with camaraderie and morale that will encourage collaboration and success. Getting to know peers allows individuals to build connections and trust with their teammates. These connections will not only improve trust but, will improve accountability and collaboration amongst direct reports.

7. Establish Recognition Norms

Regularly recognizing individuals who have met or exceeded their goals builds a system of appreciation and will further encourage success within a team. With a regular practice of acknowledging individuals, management can express the value of hard work and determination. Sharing team members' success will greatly improve trust and morale within a team's culture. Additionally, recognition can serve as a great motivator for direct reports to meet their goals and expectations of managers. When a company creates a culture that communicates how valued each employee is, turnover will decrease and a team community will be built.

8. Promote Psychological Safety

As always, managers must consider the psychological safety of their team environment in working to establish a productive culture. Psychological safety builds an environment centered around valuing individuals and building trust. Any individual on a team may detriment to the psychological safety that is built, from managers to direct reports. In this instance, managers should focus on building an environment that values individuals and their contributions which will build mutual trust for both management and direct reports.

9. Limit Jargon

A crucial factor in building trust in a team environment is to be clear and honest in all communications, including limiting jargon and phrases that are intentionally indirect. To establish expectations and build trust, leaders must be transparent with their direct reports. The same holds for recruiting practices. In recruiting, leaders should be clear in their communication of the expectations and culture of the team, avoiding phrases such as “work hard, play hard” that create a confusing expectation of the work environment.

10. Empower Team Members

Members in teams with trust should feel empowered to succeed and excel with the support of their peers. Managers working to build trust should focus on empowering direct reports to meet expectations independently. Direct reports sense of belonging and support from teammates will enable individuals to meet and exceed expectations with the help of their peers. Building a culture that values inclusion will create a safe space for members to productively fail and find great success.

In establishing a culture of trust, leaders need to recognize that the results may not be noticeable overnight. Building trust takes time. To build trust, leaders need to provide ample opportunities for direct reports to meet and exceed set expectations while still maintaining a productive team culture. In creating attainable expectations, trust within a team will unlock growth and collaboration, leading to great success.

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