Blog, culture and engagement | Ambition In Motion

by Kayla Ambrose

Fri 6 September 2024

Luke is a dedicated team member, consistently performing well on his assigned tasks and developing strong working relationships with others on the team. Despite his exceptional performance, whenever his manager, Sarah, proposes opportunities for professional development he seems disinterested. Propositions for advancement through paid company programs for further education and conversations about future positions are frequently met with little enthusiasm.

Sarah has worked closely with Luke for a number of years and wants to elevate Luke to the next level. Although Luke is a high performer, he needs to complete specific trainings in order to be considered for higher positions. With an opening for a position Luke would be well suited for, Sarah wants to motivate Luke to pursue development opportunities that would equip him for the role.

While Luke is the ideal candidate and the company would prefer internal promotions, Sarah wonders if encouraging Luke to pursue a higher role is the best decision. Additionally, if Luke does transition to a new role, Sarah’s team would lose a valuable part of their team. As Luke has demonstrated disinterest in further advancement in the past, would he underperform if placed in this position?

As a manager with vested interests in the success of their team members, it can be challenging to navigate situations where team members are disinterested in further advancement. Encouraging them to reach their full potential and pursue higher positions may appear to be the best solution, but an external hire might be more enthusiastic and well suited for the role. With such a complex situation at hand, Sarah must devise an approach to support Luke while also determining how to best fill the open position. She recognizes that some people have different Work Orientations and while some people are career oriented, meaning they are motivated by professional growth and learning new skills, not everyone is.

Clarify Priorities

It’s essential to understand what motivates an employee and where they want their career to go. Some employees may have personal reasons for wanting to remain in their current position. Others might simply be comfortable with in their current role and have no desire for an increase in responsibility.

Employees may also seem disinterested in further advancement due to fear of failure. Fear of failure is often a huge deterrent for individuals within their professional career. Loss aversion is a cognitive bias that describes ones nature to be more inclined to avoid the pain of losing or failing thus deterring them from potential success or pleasure. Facilitating a conversation with the team member to identify why there is apparent disinterest in furthering their career can help identify these barriers and work to find solutions if desired.

Encourage Without Pressure

Everyones timeline for growth looks different. Balancing encouragement while not applying too much pressure to the situation can be a difficult feat. Offer opportunities for development, but don’t pressure employees into promotions if they aren’t ready.

Since the employee is already a valuable member of the team, it’s important that they feel comfortable within the team. Stress from their manager encouraging them to pursue a position that they aren’t interested in can make them more stressed out, resulting in less motivation in their current role. Regardless of whether they want to pursue further advancement, they are still a valuable asset to the team and should feel supported in their journey

Offer Gradual Growth

Rather than pushing an employee who isn’t ready into a full leadership role, offer smaller opportunities for increased responsibility. Opportunities such as leading small projects or mentoring new employees can allow them to take on leadership roles on a smaller scale.

Experience with additional leadership can given them the opportunity to reflect on these opportunities to determine if a leadership role is right for them. Some employees may flourish in these new experiences, further solidifying that they are a right fit for a higher role. Other employees might use this opportunity to recognize this isn’t something they are interested in pursuing. Helping employees to gain additional experience as a leader is a great way for them to reflect on their interest in a more serious leadership

Devise a Mentorship Program

Employees might need guidance to recognize their full potential. Gaining mentorship can build confidence and skills needed to assume leadership. Directly mentoring the employee or referring them to external mentorship programs are great ways to give them exposure to leaders who have been in their shoes.

Horizontal mentorship programs can also serve as a great resource. Through horizontal mentorship programs, the team member can chat about issues they encounter in the workplace and any concerns they have about pursuing a higher leadership role. Being able to discuss these hesitations with others going through similar situations and help provide reassurance of capabilities.

Sarah decided to set-up a one-on-one conversation with Luke for an in depth discussion of his professional goals. During this conversation Luke, shared that his lack of enthusiasm for further advancement stemmed from feeling unprepared for a leadership role. Together, Sarah and Luke devised a plan for Luke to slowly take on more responsibilities within the team to gradually prepare him for leadership roles. Along with this growth plan, they will meet monthly for mentorship chats and tackle any issues Luke encounters.

Luke might not be ready for a promotion today, but his potential and strong contributions to the team remain. With time, Luke will continue to develop his leadership skills and work with Sarah to achieve the success Sarah knew Luke had potential for.

Situations of that similar to Luke and Sarahs are a common issue leaders face and don’t have a one-size fits all solution. Some employees are like Luke and need mentorship and growth plans to feel more confident pursuing a leadership role. Other employees may just need time to become more comfortable with the idea of further advancement. While conversations and encouragement for advancement can lead to the pursuit of a leadership position, recognize that everyone’s journey is different and a managers role is to provide support along the way.

by Kendall Barndollar

Fri 6 September 2024

Continued professional education is not a new concept in the workplace. For years, teachers, accountants, lawyers, and many other professions have mandated the continuation of professional education for these individuals to be up to date on the new legislature and field changes. However, for unrequired industries, these educational opportunities are equally as important. Seeking developmental opportunities can be difficult, professionals are often worried that their employer may perceive their participation in these programs as dissatisfaction or intent to leave their current role.

Attending development and growth programs relevant to any industry is essential for personal growth, career advancement, and performance enhancement in nearly every role. Continued education programs encourage life-long learning, stress the importance of keeping up with industry trends and practices, and exhibit the value of new skills and perspectives within an individual's career.

Educational and professional development opportunities within the workplace have become scarce. It is a challenging task for managers to find developmental programs for a variety of roles and, focuses. Managers often feel lost with configuring resources to upskill their employees. Managers often struggle to encourage their direct reports to seek continual development because they want to maintain the employee's commitment and focus in their current role. Seeking professional development opportunities does not directly indicate that an individual is dissatisfied or unhappy in their role. Those motivated by learning and new environments may become more committed to their role with the opportunity for professional growth.

Nevertheless, each individual must take their advancements into their own hands. As creatures of habit, it is easy for humans to get stuck in a rut or become complacent in their jobs. Every individual must take charge and drive their career paths and advancements by proactively seeking opportunities to broaden their knowledge, perspectives, and experiences.

Professional development programs take on a variety of forms and focus. Based on interests, level of formality, and availability, individuals can find the perfect space to grow their capabilities. However, seeking these opportunities through employers may not yield adequate opportunities for development or learning. To find the best-fit opportunities, individuals should conduct their own research and determine what the best next step may be to broaden their knowledge, skills, and experiences.

Finding adequate options for development programs and determining the best route for career advancement is a challenging task for most. Depending on the formality, commitment and cost, there are different routes best for specific scenarios. Here is a deep dive into 3 Categories of learning opportunities for direct reports seeking professional development and advancement programs:

Workshops

Attending workshops or seminars relevant to any professional industry is a stepping-stone to advancement, growth, and performance improvement. Workshops and seminars may be presented in different ways on a variety of topics but can generally be broken into two overarching categories.

The first category is seminars or workshops focused on industry-specific topics, including niche topics or tools to help participants broaden or improve their skill set within a specific role, group, or industry. On the other hand, general skills workshops focus on over-arching topics relevant to advancement and growth in a variety of industries. General skills workshops commonly focus on topics related to leadership or soft skills such as management or organization. A general skills workshop may focus on leadership or communication and may be most impactful when entire teams participate or, in the use of preparation for leadership roles.

Interactive workshops, like executive mastermind groups, can be a great way to gain objectivity, learn from others, and improve one’s own skill set.

2. Certificates

The continuation of formal education can be a paramount tool for the development and possible advancement of professionals across industries and positions. Those seeking to continue their education in a formal setting outside of traditional secondary or post-graduate education should consider certificates and licensures. In obtaining these licensures or certificates, individuals are enabled to broaden their roles, responsibilities, and industry knowledge. For each industry or role, there are a variety of opportunities available for certifications. Compared to workshops, certificates tend to take a more formal setting. Content to obtain a certificate is commonly done through a course or a several-day seminar, usually capped with an exam. Certificates are a strong form of professional advancement because in the event that individuals seek new roles, certificates, and licensures are a concrete representation of knowledge, experience, and education in a specific field.

The AIM Insights People Leader Certification can be a great avenue for a leader to showcase their abilities and benchmark their performance compared to other leaders of similar teams.

3. Mentorship

Mentorship is a crucial tool for developing strong leaders and integrating team culture throughout different levels of the workplace. However, a seemingly informal form of professional development, establishing mentorship connections is highly impactful in an individual's ability to lead and advance in their fields.

Mentor and mentee connections are a key differentiator in individuals' capacity to learn from new perspectives and adapt in the workplace. Mentorship may be implemented in professional atmospheres through a variety of ways but essentially should aid in the personal and professional development of younger generations from those with more experience in the industry. However, not all firms or companies facilitate adequate mentorship connections. Individuals seeking mentorship may consider joining mentorship groups or joining professionally focused organizations. For example, certified public accountants (CPAs) may join the AICPA and establish mentoring relationships with other accountants who have more industry experience or, accounting experience in other focuses.

By exploring a diverse variety of options in professional advancement programs, individuals have the opportunity to improve their expertise, gain valuable skills, and expand their industry knowledge. Given the wide array of advancement opportunities, formality levels, and time commitments, every individual should actively seek opportunities to better themselves and their career path.

Professionals across all industries and roles can immensely benefit from continuous education in their fields. Regardless of position, every team may benefit from seminars on improving communication, leadership, or team culture. The most imperative key to success is drive. Those seeking promotion or advancement should take charge of their future career path, and participate in a variety of programs and activities that will enable them to succeed. No matter their success or experience, every professional has something to learn.

by Grace Tripathy

Fri 6 September 2024

Jean, the CEO of a tech startup, stood at the crossroads of two seemingly opposing forces: data and innovation. Her company was known for its creativity, launching bold new products that had disrupted the market. But after a string of ambitious projects that didn’t quite land, Jean realized something was missing—a structure to harness their creativity and track their successes in a way that could inform future efforts. She needed a blend of data-driven decisions and innovation-fueled risk-taking, but the challenge was bringing these worlds together.

She’d recently heard a competitor’s CEO boast about spending $10,000 on a Google Ads campaign to “see what sticks.” But when Jean asked him how he planned to track success, he shrugged, saying he would "just know." This lack of clarity alarmed her—without concrete metrics, how could he be sure of what worked or what failed? He was gambling on creativity alone, without the structure necessary to analyze and replicate success. Jean knew that this approach was too risky. Innovation needed data, just as much as data needed creativity.

The Need for Both: Data and Innovation

Jean understood the emotional weight behind this balance. On one hand, innovation fuels excitement. It’s the driving force that pushes boundaries and allows people to dream bigger. Employees felt empowered when their ideas were heard, and risks taken. But when risks weren't measured properly, failures could demoralize teams and waste resources.

On the other hand, a purely data-driven culture can feel suffocating, stifling creativity with its constant focus on numbers. People become afraid to think outside the box, worried their bold ideas will be shot down because they don’t have enough immediate proof of success. The key, Jean realized, was merging these two cultures to unlock their full potential.

To maximize efficiency and spark groundbreaking ideas, leaders like Jean must cultivate a culture that thrives on both creativity and data-backed strategies. The emotional payoff was significant—teams could work with confidence, knowing their innovations were being tested and supported by a clear, measurable framework. It wasn’t just about choosing one approach over the other. It was about giving creativity the structure to flourish and using data to refine and improve ideas in real-time.

Building a Scientific Approach to Innovation

Jean set out to create a scientific process to guide innovation. Here’s how she did it:

Start with a Hypothesis: Just like in science, every innovation should begin with a clear hypothesis. What are you trying to achieve? What problem are you solving? By asking these questions, Jean's team could approach new ideas with intention rather than aimlessly experimenting.
Allocate Resources Intelligently: Instead of dumping all resources into one creative idea and hoping for the best, Jean divided her budget into smaller, controlled experiments. This allowed her to test multiple approaches simultaneously.
Define Key Metrics: Success can’t be measured without clearly defining what it looks like. Jean outlined specific metrics for each initiative, such as click-through rates for ads, customer engagement, or sales growth. These provided her team with the data they needed to make informed decisions.
Test and Analyze: Once Jean's team launched their innovative ideas, they tracked results with precision. They set up A/B tests, comparing different approaches side by side. This gave them insights into what worked and what didn’t, allowing them to adapt quickly without wasting resources.
Learn and Iterate: After gathering data, the final step was learning. This was where the emotional impact really came in. Teams celebrated successes but also viewed failures as opportunities for growth. Rather than feeling deflated by a missed target, Jean’s structured approach helped them see the path forward.

For Jean, this balance wasn’t just about making smart business decisions—it was about fostering a culture that gave people the freedom to innovate without fear of failure, backed by the security of data. The emotional stakes were high. In a world where uncertainty can paralyze teams, having a clear path gave everyone—from the newest hire to senior leadership—the confidence to push boundaries and dream big.

This blend of data and innovation allowed Jean's company to maximize efficiency and produce breakthrough ideas. They no longer had to choose between creativity and clarity—they had both. Leaders who can find this balance inspire their teams to do more than just follow trends. They empower them to lead the way.

Jean’s journey toward merging data-driven decisions with innovation didn’t happen overnight. In fact, it was sparked by a moment of deep frustration. This resonated emotionally with her employees because it acknowledged both their desire to innovate and their fear of wasted effort. It wasn’t just about “being creative”—it was about using that creativity in a way that would yield tangible, impactful results.

The Steps to Merging Data and Innovation

Jean laid out a new approach to the team, offering a clear, actionable path forward:

Create a Testing Environment: Innovation needed a controlled space where ideas could be safely tested and refined. Jean set up a "sandbox" where teams could experiment with new ideas in a lower-stakes environment, tracking progress with small data points before committing major resources.
Implement a Feedback Loop: Rather than waiting until the end of a project to measure its success, Jean established ongoing checkpoints where teams would review performance metrics. This feedback loop allowed for real-time adjustments, giving the flexibility to innovate while still adhering to measurable goals.
Encourage Risk with Accountability: Jean didn't want to dampen her team's enthusiasm for trying bold new ideas. To protect their creative spirit, she set clear expectations for accountability. Every risk taken needed a documented hypothesis, a plan for how to measure success, and a timeline for review.
Celebrate Learning, Not Just Success: One of Jean's most impactful emotional shifts came when she began celebrating what the team learned, not just what they accomplished. Innovation often meant failure, but failure with insight was seen as progress. This created a culture where teams weren’t afraid to fail because every failure was a step closer to success.
Data as a Catalyst, Not a Cage: Data was no longer seen as something that constrained creativity, but as a tool that made creativity more impactful. By treating data as the partner to innovation, Jean ensured that her team saw it as something that helped their ideas come to life in the most effective way.

Jean realized that this blend wasn’t just about metrics and goals. It was about creating a culture where people felt safe to push boundaries, where innovation was celebrated but always tethered to something tangible. And in this balance, they found both success and satisfaction, knowing that their work was not just innovative, but meaningful.

by Grace Tripathy

Wed 28 August 2024

Liam had always been a dedicated executive, known for his ability to lead with both compassion and conviction. As a senior leader in the company, he had navigated numerous challenges, but none as daunting as the one now before him. The company, once a symbol of stability, was grappling with skyrocketing operational costs. To keep the business afloat, a difficult decision had been made: the number of middle managers had to be reduced from four to just one.

Change is inevitable in any organization striving for efficiency and growth. However, the path to successful change is often fraught with challenges, especially when it involves restructuring. In a company where operational costs have spiraled out of control, the decision is made to reduce the number of middle managers from four to one.

Liam recognized that the success of the drastic middle management reduction hinged not just on the decision itself, but on how it was communicated and implemented. Rather than imposing a top-down mandate, he understood that involving the affected managers in the process was crucial. He gathered the four managers—Sarah, Jake, Priya, and Tom—and, instead of simply delivering the news, he opened the floor for discussion, valuing their input and addressing their concerns.

Liam focused on relationship management as he encouraged them to share their thoughts on how the transition could be handled effectively, fostering an atmosphere of collaboration rather than dictation. This approach allowed the managers to voice their fears and ideas, leading to a constructive dialogue. Together, they brainstormed solutions such as a phased transition, the redistribution of responsibilities, and the creation of new roles that would make use of their unique skills.

By involving the managers in the decision-making process, Liam not only eased the emotional burden of the change but also ensured that the transition would be smoother and more aligned with the needs of the team. This collaborative approach helped build trust, reduced resistance, and paved the way for a successful restructuring.

The Emotional Landscape of Organizational Change

When a long-standing team of middle managers learns that three out of four will be transitioned to individual contributor roles, the initial reaction is likely shock and uncertainty.

Questions of "Why me?" and "What does this mean for my career?" naturally arise, along with concerns about the impact on their teams. These emotions quickly spread throughout the organization, raising fears and resistance among employees accustomed to their current leadership. In this charged atmosphere, the success of the transition hinges on clear communication and actively involving employees in the process.

Getting buy-in from employees during such a significant change is crucial. Without it, the organization risks a breakdown in morale, productivity, and even an exodus of talent. But how does one achieve buy-in when the news being delivered is far from favorable?

Steps to Achieve Employee Buy-In

Together, they identified several key steps to ensure the success of the transition:

Open Communication: Liam committed to maintaining transparency throughout the process, keeping everyone informed about the reasons behind the change and the goals they were working toward.
Soliciting Feedback: The managers agreed to hold similar meetings with their teams, gathering input and ideas on how to implement the changes in a way that would minimize disruption.
Involvement in Decision-Making: They decided to create a small task force, including representatives from different departments, to help shape the final plan. This would give employees across the organization a voice in the process.
Providing Support: Liam assured them that the company would offer resources such as career coaching and training to help those transitioning to new roles succeed.

By following these steps, the group felt more in control of the situation. They were no longer passive recipients of change; they were active participants in shaping the future of the company.

The Ripple Effect

As the weeks went by, the plan began to take shape. The managers met regularly with their teams, sharing updates and gathering feedback. The task force worked diligently to refine the transition plan, incorporating suggestions from across the organization. The atmosphere, which had been tense and uncertain, gradually began to shift. Employees started to see the change not as something that was being done to them, but as something they were helping to create.

One day, Liam received an email from Sarah. She wrote, “I wanted to thank you for how you’ve handled this. At first, I was devastated by the news, but being involved in the process has made all the difference. I feel like my voice matters, and I’m committed to making this work.”

Liam smiled as he read the email. He knew there was still a long road ahead, but he also knew they were on the right path. The company wasn’t just restructuring; it was rebuilding trust and collaboration.

Steps to Ensure Smooth Implementation

To ensure the smooth implementation of the change, Liam and his team took the following actions:

Setting Clear Expectations: They clearly communicated the next steps and timelines, ensuring everyone understood their new roles and responsibilities.
Monitoring Progress: Liam regularly checked in with employees to see how they were adapting to the change. This helped identify any issues early on and provided an opportunity to make adjustments if needed.
Celebrating Milestones: The company acknowledged and celebrated the successful implementation of the change, which helped reinforce the positive aspects of the transition and boosted morale.
Continuing the Dialogue: Even after the change was implemented, Liam kept the lines of communication open, encouraging ongoing feedback and being open to making further adjustments if necessary.

By taking these steps, the company not only ensured a smooth transition but also strengthened its culture of collaboration and transparency.

In the end, Liam’s situation was not just about reducing costs or restructuring the company. It was about leading with empathy, involving people in the process, and creating a sense of ownership among employees. Through his approach, Liam was able to turn a potentially disruptive change into an opportunity for growth and collaboration.

As the company moved forward, it did so with a renewed sense of purpose and unity. The managers who had once feared for their futures were now key contributors to the company’s success. The employees who had once felt powerless were now empowered to shape the direction of the organization. And Liam, who had faced one of the toughest challenges of his career, had emerged as a stronger, more compassionate leader.

by Kendall Barndollar

Wed 28 August 2024

It is no secret that the Covid-19 pandemic significantly affected norms and traditions in the workplace. The transition to work from home and eventually hybrid work schedules sincerely impacted professionals' productivity and well-being. Yet, nearly 5 years later, many companies continue to struggle with promoting work-from-home productivity and mixing new members into team culture when welcoming new hires.

In the pre-pandemic traditional office, team culture and expectations were effectively communicated to incoming team members face-to-face in offices and meetings. However finding the best way to communicate these objectives to new hires in a virtual environment is still paramount for establishing a well-oiled, productive team.

On the other hand, after a five-year stent of the work-from-home environment, leaders are now tasked with transitioning teams back into the office while maintaining a previously established culture or, even more difficult, adjusting to better-fit team culture. Managers face further challenges leading through change in welcoming new team members throughout this transition and establishing clear expectations whilst working to integrate new hires into the team or company culture.

When new members join teams that exclusively work from home, how can leaders effectively acclimate them to their teams' culture? How can managers continue to promote their ideal team culture in an entirely virtual or hybrid environment?

Adding new members to a virtual team can create feelings of isolation and exclusion so fully integrating new hires is crucial to sustain their involvement with a team. However, this is a daunting task for managers in fully virtual and even hybrid environments. Here are three steps for leaders to better integrate new hires into a remote company culture:

Building the Right Culture for a Team

Building the right culture can be a daunting task but, finding an adaptable, productive team culture based on values and expectations is crucial for the optimization of every team and the success of team members. In building a team culture representative of members' values, new virtual team members will be able to observe the importance and priorities of a team, making it easier to fuse with the culture. On the contrary, if the culture is not representative of members' values and demonstrated by current team members, new hires will have a challenging time following and joining the company culture.

To begin building a beneficial team culture, leaders and managers should focus on psychological safety and building genuine connections across a team. Leaders can establish a beneficial team culture through a variety of ways, including structured onboarding, social events, and, cross-team collaboration. However, a highly effective manner of building a strong culture is through leaders ‘living the values’ and principles that the culture is built on. Leading by example is the best way to demonstrate expectations. Through embodying company values, managers promote team culture and provide an informal opportunity for learning in both technical and relationship-based expectations.

2. Encouraging Communication Across Teams

Through efficient and effective communication, leaders and managers can communicate expectations, norms, and roles that aid in building a productive team culture. Especially in the work-from-home environment, encouraging open communication is paramount to integrating new hires. Allowing open streams of communication that encourage asking questions and getting to know others will certainly demonstrate and welcome new team members. Specifically, leaders should promote collaboration and teamwork in the beginning of the role before focusing on more autonomous aspects of a new-hires responsibilities. Through open communication, productivity will skyrocket via efficient problem-solving and team members collaborating and participating in events with each other. Through open communication, new hires can observe team dynamics and norms that will help them better join the team or firm culture.

3. Promoting Mentorship Across Levels

Promoting mentorship is a necessary tool for developing strong leaders and integrating team culture throughout different levels of the workplace. Mentorship can be implemented in professional atmospheres through a variety of ways but essentially should aid in the personal and professional development of younger generations from those with more experience in the industry. To establish a mentorship program in an office, leaders should focus on building connections and encouraging relationships throughout different levels. Additionally, managers should consider a formal mentorship program in which senior employees are paired with new hires or more junior employees to establish connections and provide guidance throughout their careers. Mentorship is a necessary tool aiding in the continuation of team culture across generations and organizational hierarchies.

Managers and leaders seeking mentorship or guidance should consider joining an executive mastermind group to gain insights from other high-level professionals across industries. Executive mastermind groups create the opportunity for leaders across fields to learn from each other's experiences and expertise. Mentorship is crucial for development across all levels, not just for new hires or college recruits, and establishing strong mentor relations will serve individuals throughout their lifetime.

4. Leveraging Technology in a Creative Way

Using technology in creative ways to encourage socialization is a pivotal tool in welcoming new hires into a team. Holding virtual events primarily focused on the social development and connection of a team is a primary way of integrating new hires. These meetings are an opportunity for everyone to relax and form genuine connections with their colleagues. In traditional in-person teams, professionals will take it upon themselves to personally connect with their colleagues in the lunch room or throughout the office whereas in a virtual environment, individuals do not necessarily take the initiative to socialize unless organized by leadership.

Leading through change is a critical aspect of management but certainly a very challenging aspect, especially in such significant changes such as work-from-home to in-office shifts. As always, leaders need to stay positive through times of change and understand that large transitions may take time and patience. Great leaders adapt to change and approach their teams with empathy and support through challenging adjustments. To best lead teams through change, managers should focus on transparency and building trusting relationships with their direct reports. More than anything, the best leaders serve as advocates for their teams, working to find the perfect medium of productivity and balance in the workplace that supports individuals in the office and their well-being outside of the office simultaneously.

by Kayla Ambrose

Wed 28 August 2024

Organizational change is often met with resistance, especially when middle managers aren’t involved in the decision-making process. When significant changes to corporate structure, strategies, or processes are implemented, it can create uncertainty and confusion throughout the firm. As well positioned between executives and employees, middle managers serve as key implementors of these new changes to ensure ease of transition. However, with this responsibility of implementing changes, middle managers can be the most resistant to change as they are also responsible for protecting their team. It is important to communicate effectively with middle management and include them in the process to secure middle management buy-in for these new initiatives.

Reducing Resistance to Change

It’s natural for middle managers to be resistant to change due to the perceived loss of control and fear of the unknown that arises when large organizational changes occur. Middle managers may worry about adjusting to increased workloads, reporting structures, or new systems. Additionally, there may be concerns about loss of influence from potential positional restructuring. Large changes not only impact middle management but also the teams they oversee adding a layer of concern and reluctance to change. Proactively addressing middle management concerns is crucial in initiating widespread change.

Strategies to Gain Middle Management Buy-In:

Share a Vision

A key component of generating middle management buy-in when initiating change is through sharing a common vision for the firm. Communicating the new initiatives as a crucial step toward achieving a firm goal can help increase motivation and acceptance. Allowing opportunities for middle management to share their perspectives of firm visions can reduce their reluctance to change as well. Considering where they see the firm progressing and actively incorporating it within these new changes can show the firm values their insights.

Communicating with middle management to share the vision and steps to initiate change is vital. Transparent and timely communication with middle management can mitigate confusion and continue to empower managers to see the vision. Specifically tailoring communication to middle management to address their questions and concerns will help them be more enthusiastic when implementing these new initiatives.

2. Empower Middle Management Involvement

Since middle managers play a key role in implementing change throughout the organization, empowering them to get involved in the transition process can increase buy-in. Encouraging middle managers to be part of the decision-making process where possible allows the initiatives to be more tailored to the needs of managers and employees.

Allowing middle managers to have autonomy on how to implement new changes within their teams can increase their sense of ownership and commitment to the new changes. While increasing middle managers the freedom to implement changes as appropriate for their teams, proper support should be provided for middle managers. Leadership development programs, workshops, mentorship programs, or specific support resources for their team are all great ways to ensure middle managers are prepared to oversee changes.

3. Feedback Mechanisms

Establish means for middle managers to share feedback and experiences throughout the process. Seamless two-way communication channels are effective ways to make sure middle managers feel recognized and timely adjustments can be made in response to their concerns. Ensuring someone is responsible for receiving feedback, communicating it with executive leadership, and responding to middle managers is a crucial role in encouraging effective feedback communication.

While feedback mechanisms help to incorporate middle managers in the change process, there must also be a willingness to make adjustments and consider the feedback. If executives simply have feedback mechanisms to recognize issues but don’t make tangible changes, this can continue to frustrate middle managers and be counterproductive.

4. Future Steps

Communicating a plan with clear future steps to middle management decreases confusion and increases the ability for them to implement changes consistent with the firm's vision. After a shared vision has been established, inclusion and feedback of middle managers are implemented, ensuring all parties are on the same page going forward will allow for successful implementation.

Along with these clearly articulated future steps, ensure flexibility within the implementation so middle managers can utilize their best judgment and creative license. Recognize that everything may not go according to plan and be prepared to make adjustments along the way. Maintain momentum to achieve future steps through celebrating short-term goals. Recognizing and tracking progress towards short-term and long-term goals can create excitement for the new initiatives and keep employees engaged.

Disseminating high-level organizational changes and securing middle management buy-in is crucial for successful implementation. By developing a shared vision, empowering middle managers to get involved, implementing feedback mechanisms, and incorporating a plan for future steps, organizations can reduce resistance to change. Middle managers connect senior leadership and employees, so ensuring their buy-in is pivotal in achieving successful change implementation and long-term success. Within an organization, all employees are united around shared values and goals for organizational prosperity. Ensuring middle managers are engaged and on board with new initiatives is how senior management can effectively implement organizational change.

by Kayla Ambrose

Fri 9 August 2024

Managing a team is complex and empowering, but becomes difficult when factoring in the intricacies of team relationships. When a team member is charging towards a promotion, it can be an exciting and delicate situation for managers. This situation is especially challenging to navigate when a manager has a good relationship with the individual, but they are not prepared to receive a promotion. Determining how to support their ambition while simultaneously managing their expectations for a promotion requires immense consideration.

Creating a structured plan in advance can help managers feel equipped to handle a situation in which they are unable to promote a motivated team member. Workshopping methods of communicating empathy, conveying constructive feedback, setting realistic expectations, creating an actionable plan, and providing continued support will set managers up for success when leading these challenging conversations. With appropriate mechanisms, managers can communicate promotion decisions effectively while also supporting employees' growth.

1. Objective Assessment

Prior to relaying the news that a team member will not receive a promotion, conduct a clear and objective assessment of their performance. Considering the employee’s current performance, skills, and readiness for promotion can focus the assessment and work to eliminate bias due to relationships with the employee. Regardless of personal relationships with the team member pursuing the promotion, it is important to evaluate tangible contributions they make to the team to ensure a comprehensive understanding of their performance.

This objective assessment will prepare managers for their conversation with the employee seeking a promotion. Being able to recognize specific areas of strengths and weakness will demonstrate to the employee that careful consideration was given to this decision. Use this step to provide concrete examples during the conversation to help the employee understand the decision from an outside perspective.

2. Conversation Preparation

After establishing a complete understanding of the employee’s contributions, take steps to determine the logistics of the conversation. Managers may find it beneficial to communicate the news that a promotion was received in an email prior to a one one-on-one conversation as this can help to mentally prepare their employee for the conversation. Other managers prefer to communicate directly with their team member through a face-to-face conversation. Regardless of how the news is broken, a one-on-one conversation is a necessary element of communicating with the employee.

When planning the message for this conversation, outline key points to be addressed and reference specific examples. Consider how the team member may react to these points and empathetic responses to their emotions to ensure a productive conversation.

3. Communicate Empathetically

When beginning the conversation, acknowledge their hard work and strong ambition. Make sure to express appreciation for their contributions and the value they provide for the team. Creating a positive environment early on will set a supportive tone for the conversation. Being empathetic allows the employee to feel understood and valued which is vital for keeping this conversation in a constructive direction. With a compassionate approach, the disappointment from not receiving a promotion can be eased and foster open dialogue.

4. Provide Constructive Feedback

After establishing a positive tone, provide constructive feedback to communicate why the promotion is not on the table at the moment. It is important to be honest about the assessment of their promotion readiness while also considerate of their feelings. Since they were eager for a promotion, they likely believe the are prepared for the role. Ensuring that they understand areas that need to be focused on before they are ready for the promotion can help them understand the decision.

While communicating honest feedback, incorporate specific examples of areas that need improvement or further development. Any skills, behaviors or achievements that are necessary to receive the promotion should be addressed. Along with addressing these deficiencies, frame them as growth opportunities. Using growth focused word choice can maintain a forward focused and positive conversation.

5. Develop an Action Plan

After discussing areas for improvement, set realistic expectations and actionable steps for a promotion timeline. Be transparent about the company’s promotion criteria and associated timelines. Explain why their current timeline may not be achievable and outline specific steps needed to fulfill promotion requirements.

Work with the employee to create a concrete action plan with steps needed to properly prepare them. Include specific goals, a realistic timeline, resources, and regular progress check ins. Developing a clear path forward gives them a better sense of direction and demonstrates support for their aspirations.

6. Maintain Support

Consistent with developing an action plan, to support employee’s growth provide ongoing guidance and encouragement. Dedicate time for regular check ins and implement mechanisms for consistent feedback to continue their progress and address challenges. Encourage the employee to reach out with any concerns and questions that arise on their journey towards their goals.

In addition to maintaining a strong presence through check-ins and feedback, a key component of providing support comes from positive reinforcement. Recognize and celebrate their achievements throughout their journey to increase motivation and engagement. Maintaining support creates a stronger relationship with the employee and actively increases their chances of success.

Regardless of preparation, managers may receive pushback from their ambitious employees. Given their strong pursuit of a promotion, they may feel disappointed or defensive. Advanced preparation for these reactions and methods to respond with empathy are vital for ensuring a productive conversation. Acknowledge their feelings, and reiterate support for their goals and continued growth. As a manager, maintaining composure and professionalism are also key during these difficult conversations. Avoid being drawn into emotional confrontation and steer the conversation back towards actionable steps.

Giving constructive feedback to an eager employee seeking a promotion is a delicate task that requires preparation, empathy, and transparency. By objectively considering the situation, communicating empathetically, and developing growth strategies, managers can help guide employees to success while maintaining a strong relationship. While achieving their current goal of being promoted wasn’t attainable, these conversations can empower them to continue to grow in their pursuit of longer-term career aspirations.

by Grace Tripathy

Fri 9 August 2024

Gary was a seasoned executive with decades of experience, he had navigated the turbulent waters of corporate management, led teams through challenging times, and brought significant success to his company. On the surface, Gary appeared to be the epitome of a successful leader—confident, decisive, and in control. But underneath that exterior lay a quiet anxiety, a fear that gnawed at him as his annual performance review approached. Despite his achievements, Gary dreaded this time of year.

He wasn’t alone in this fear. Many executives, like Gary, find themselves caught in the feedback loop, unsure of what to expect. The performance review is often a source of stress, particularly when communication has been sparse throughout the year. It is this disconnect, this lack of ongoing dialogue, that turns a review from a productive conversation into a moment of uncertainty and, at times, disappointment.

Why Success Doesn’t Always Speak for Itself: The Feedback Gap

Gary always believed that his work would speak for itself, that his team’s success and the company’s growth were the ultimate indicators of his performance. But as the day of the review grew closer, doubts began to creep in. He wondered whether his superiors saw the same value in his contributions as he did. Would they recognize the long hours, the difficult decisions, and the sacrifices he made to keep the company thriving? Or would they focus on areas where he had unknowingly fallen short?

Gary’s unease was compounded by the fact that he hadn’t had many candid conversations about his performance throughout the year. He realized, with a sinking feeling, that he had missed opportunities to seek feedback, to understand how his actions were perceived by others, and to course-correct if needed. Now, with the review looming, he feared that he might be blindsided by criticism that he hadn’t anticipated.

The Surprising Reality of Performance Reviews

The reality is that people are rarely surprised by their performance reviews when there is consistent communication. It’s the lack of dialogue—the failure to ask for and give feedback—that creates a gap between perception and reality. When leaders like Gary avoid these conversations, they risk entering a review with only half the picture, leaving them vulnerable to feedback that feels unexpected and overwhelming.

Gary’s story highlights a crucial lesson: proactive communication is not just a tool for managers to give feedback; it’s also a vital strategy for leaders to seek it. The irony is that while many executives fear the risk of hearing difficult feedback, the greater risk lies in not hearing it until it’s too late.

Taking a Risk: Guiding Your Performance Reviews

Gary decided to take a different approach. Determined to avoid the anxiety of the unknown, he resolved to initiate a conversation with his direct reports and peers before the official review. It was a bold move—one that required vulnerability and the willingness to face potential criticism head-on. But Gary knew that the risk of not knowing was far greater than the discomfort of asking.

In his conversations, Gary was direct about what he was looking for. He didn’t just ask for general feedback; he targeted specific areas where he wanted to improve. “I’ve been working hard on our new product launch,” he said to one of his senior managers. “But I’m concerned that I may not be fully supporting the team’s needs. Can you tell me how you think I’ve been doing in that regard?”

This direct approach was initially met with surprise, but it quickly opened up a valuable dialogue. His team appreciated the opportunity to share their perspectives, and Gary found that the feedback he received was not only constructive but also actionable. It wasn’t always easy to hear, but because Gary had asked for feedback in a focused way, he was prepared to receive it and ready to take action.

The Reward: Growth Through Feedback

As the day of the review arrived, Gary felt a sense of calm that had been absent in previous years. He had already had the difficult conversations, he had gathered the insights he needed, and he had taken steps to address the areas of concern. His review was not a moment of reckoning but rather a continuation of the ongoing dialogue he had initiated.

Gary’s experience underscores a critical truth for all leaders: feedback is most effective when it is sought out, not when it is merely received. By being proactive, Gary turned what could have been a stressful event into an opportunity for growth. He realized that feedback is not something to be feared but a tool to be leveraged—a way to ensure that he was always moving in the right direction.

Gary’s journey also reflects the importance of having a structured approach to feedback. After his experience, Gary decided to implement the AIM Insights performance evaluation system within his organization. This system emphasized continuous feedback loops, regular check-ins, and clear communication channels between managers and their teams.

The AIM Insights system allowed Gary and his colleagues to move away from the traditional, once-a-year performance review and toward a more dynamic and responsive feedback culture. By encouraging regular, open conversations, AIM Insights helped create an environment where feedback was no longer a source of anxiety but a shared responsibility. Leaders like Gary could now track their progress, address challenges as they arose, and make informed decisions based on real-time insights.

For executives and business leaders, the lesson is clear: Don’t wait for the review to find out how you’re doing. Take charge of your career, seek the insights you need, and turn feedback into your most powerful tool for success.

by Grace Tripathy

Fri 26 July 2024

Transitioning into a leadership position at work can be a challenging yet rewarding experience. For John, who recently took on a new role in his company, this journey has been filled with both excitement and nervousness. As he steps into his new position, he understands that taking control of his transition is key to making it successful.

John’s transition began with a mix of enthusiasm and anxiety. He knew that to make the most of this opportunity, he needed to be proactive and dedicated. The initial phase was overwhelming, filled with new faces, unfamiliar processes, and a steep learning curve. However, John’s drive to excel fueled his determination to turn this challenge into a triumph.

Taking Ownership of Your Transition

John's first step was to take ownership of his transition. He understood that waiting for guidance wasn’t an option; instead, he had to actively seek out the resources and support he needed. Here’s how John approached this:

Be a Proactive Mentee and Trainee: John reached out to his mentors and colleagues who were well-established in the group. He asked questions, sought feedback, and showed a genuine interest in their experiences. By positioning himself as an eager learner, John was able to gain valuable insights and advice.
Build Relationships with People: Understanding the importance of networking, John made it a point to connect with those who were in roles similar to the one he aspired to. These connections not only provided him with practical knowledge but also helped him feel more integrated into the team.
Invest Extra Time: John knew that the transitional phase would demand more from him than his usual workload. He dedicated extra hours to understand the nuances of his new role, attending additional meetings and working late to get up to speed. While it was exhausting, John remained focused on his long-term goals.

Transitioning into a new group or position often demands additional time and effort, and understanding why this is crucial, as well as knowing when to start delegating, is key to a smooth and successful adjustment. Initially, extra hours are essential due to the steep learning curve associated with a new role. This period involves mastering unfamiliar processes, systems, and the company culture, all of which require a significant investment of time. By putting in extra hours, employees can better absorb information, gain familiarity with their tasks, and develop the skills needed to perform their job effectively.

Additionally, this time investment is crucial for building relationships with new colleagues, mentors, and stakeholders. Engaging in networking opportunities and attending meetings can help in establishing rapport and integrating into the team, which is vital for long-term success.

Demonstrating a willingness to invest extra time signals commitment and dedication, positively impacting how one is perceived by the new team and supervisors. As one progresses in their transition and gains a solid understanding of the new role, it becomes important to assess when to start delegating tasks.

Knowing When to Start Delegating

Assessing Workload: As John progressed in his transition and became more familiar with his new role, he made it a priority to evaluate his workload. He realized that when he consistently felt overwhelmed or noticed that his additional hours were starting to affect his work-life balance, it was a clear indication that it might be time to start delegating tasks. John understood the importance of recognizing these signs early to manage his stress and maintain his efficiency.
Achieving Competency: John worked diligently to gain a solid understanding of his new role and to handle his core responsibilities effectively. Once he felt confident in his abilities and had a firm grasp on the nuances of his position, he began to assess which tasks could be delegated. John knew that reaching a level of competency was crucial before sharing responsibilities with others.
Prioritizing Strategic Focus: John observed that spending excessive time on routine or operational tasks was detracting from his ability to focus on strategic goals and higher-priority projects. He recognized that delegating these routine tasks would allow him to concentrate on areas where he could add the most value, thereby enhancing his contribution to the team’s success.
Building Team Capability: For John, delegation was not just about alleviating his own workload; it was also an opportunity to empower his team. He saw that by entrusting capable team members with additional responsibilities, he could help them grow professionally. John found it rewarding to watch his colleagues take on new challenges and become more effective contributors to the team’s overall success.
Setting Up for Success: Before delegating tasks, John ensured that his team had the necessary resources, training, and support. He understood that successful delegation required clear communication, setting expectations, and providing guidance. By doing so, John aimed to ensure that tasks were completed successfully and that his team was well-prepared for the responsibilities he assigned.

Initially, John invested significant time to acclimate to his new role and build a strong foundation. He knew that this extra effort was important for understanding his responsibilities and establishing himself within the team. As John became more settled and established in his position, he began to focus more on delegation. This shift allowed him to manage his workload efficiently, concentrate on strategic goals, and support the development of his team members.

By balancing the extra hours required at the start of his transition with effective delegation, John was able to manage his responsibilities more effectively. This approach set the stage for long-term success by enabling him to focus on strategic objectives and foster his team’s growth, ensuring a smooth transition and sustained achievement.

by Kendall Barndollar

Fri 12 July 2024

Through serving as a leader of an executive mastermind group, advisors broaden their industry knowledge and gain paramount perspectives that enable them to provide experienced guidance to members of their coaching groups. By learning from surrounding perspectives, executive coaches can provide first-rate, credible advice built on a wide range of experiences.

To grow a business as an executive coach, it is imperative that professionals effectively establish trust and credibility. Demonstrating credibility as a potential coach can be daunting because credibility is dependent on individuals varying judgments and interpretations.

To develop business based on experience, professionals should work to understand the components that construct others' perceptions of an individual's credibility. Credibility is proposed to be composed of three components- competence, character, and compassion.

Competence

Professionals generally establish competence through explicit knowledge and understanding of technical topics. In the workplace, competence is generally measured through accuracy and the ability to demonstrate a thorough knowledge of the subject matter relevant to an individual's role. In forming relationships with prospective participants, appropriately demonstrating competence can be challenging. Individuals are quick to judge and can be easily offended by overbearing or “know-it-all-all” behaviors. Executive coaches must rely on their own past experiences or past coaching experiences to establish their expertise in a specific subject matter when connecting with a potential client.

Character

Individuals present character by exhibiting their moral compass. In the workplace, individuals are given opportunities to demonstrate their character in situations of ethical dilemmas. When engaging with a prospective client, coaches should be intentional in building a relationship and effectively pivoting coaching styles to best fit each individual. In speaking to potential clients, executive coaches can show character through honesty, respectfulness, and accountability. However, coaches must be deliberate in their decision-making because a poor impression of character is extremely difficult to reverse.

Compassion

Compassion is commonly demonstrated through empathy, understanding, and general concern for others. For executive coaches working to grow their businesses, compassion is a vital element to success. In the inherently interpersonal relationship of coaching, it is crucial for coaches to demonstrate compassion in order to grow their business. Individuals seeking guidance and advice value authenticity and genuine interest from their advisors. In the workplace, compassion can be shown through flexibility and understanding or overall care for colleagues. Executive coaches have the responsibility of expressing compassion and support as participants navigate unfamiliar circumstances and problems.

To better explain the benefits of executive coaching experience and the impact of credibility, consider Lori. Lori recently transitioned out of her industry position to follow her passion for coaching. Lori has started an executive mastermind group and leads the group with guidance and structure from Ambition in Motion’s executive coaching licensing opportunities. Through leading her own executive mastermind group and serving as a coach for professionals across industries, Lori has significantly broadened her understanding and experience, enabling her to become a better coach.

To best elaborate on the importance of experience in building business, here are 3 potential streams from which Lori could grow her business and how varying relationships will impact her credibility as an executive coach:

1- Existing Connections

Lori’s business as an executive coach may grow from existing relationships such as members of her old firm, college classmates, or industry peers she has connected with over her career. Through these existing relationships, Lori’s authority and experience are likely recognized so Lori does not need to establish herself but must work to maintain the credible reputation she has developed. Additionally, in an existing connection, trust has likely been built between Lori and the client, which is a crucial part of establishing a productive coaching relationship and can be a challenging relationship to develop.

2- Referrals

A common source of new clients for businesses are referrals from peers or colleagues. When engaging with a referred potential client, Lori likely has the advantage of good praise from their mutual connection that referred the prospective client. However, Lori is still responsible for establishing her authority relevant to the industry and circumstances of the potential client. In the circumstance of a referral, Lori has the benefit of a connection that speaks to her character and compassion so, Lori should focus on establishing her competence in the individuals industry to best build her credibility. In addition to building credibility, Lori should focus on establishing a trusting relationship to best advise new participants.

3- Cold Clients

Cold clients are clients that do not have any mutual connection or referral to a business. Although daunting to most professionals, finding new clients without a previous connection is a crucial component of growing a business. In interacting with a new potential client, the onus is on Lori to establish all three aspects of her credibility and build trust. In the instance of connecting with a new potential client, Lori should focus on communicating the interpersonal-focused aspects (compassion and character) to build trust. Building business through this type of prospect may be challenging because it takes time to develop the trust that is paramount to a successful coaching relationship. Once Lori has established a connection with a prospective client, she can shift to demonstrating her competence in coaching the individual within a specific role or industry.

In guiding members through new circumstances and experiences, executive coaches build better businesses based on expertise and diverse perspectives. Through providing advice and guidance to their clients, coaches continuously develop their skills and competence, enabling them to grow their businesses. The development of executive coaches and their businesses is exponential; through serving one client, executive coaches are able to learn new ideas and techniques that will improve the guidance given to other members.

Executive coaching requires patience and business development can be a challenging process. However, serving as an executive coach builds experience that continuously improves credibility. From gaining new perspectives, executive coaches can apply diverse approaches to problem-solving in turn, expanding their expertise and business.

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