Blog, culture and engagement | Ambition In Motion

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.

by Kayla Ambrose

Fri 12 July 2024

In the consulting industry, expertise and analytical skills are paramount in building a client base, however, these technical competencies cannot overshadow the importance of relationship management. While vast technical knowledge is critical in delivering effective consulting services, maintaining strong relationships can be the difference between winning and losing clients. Recognizing the importance of cultivating and maintaining meaningful relationships serves as a crucial step for creating a strong client base.

The Value of Strong Relationships

Developing strong relationships with clients takes consistent and substantial effort. Dedicating time to build rapport increases trust, develops a mutual understanding, and sustains the relationship for future projects.

Trust and Credibility

Clients are more likely to engage with consultants that they trust and have established credibility. This trust is established through many transparent interactions over an extended period of time. While building trust takes a considerable amount of time, clients will more actively seek services and confidently implement strategies from consultants they trust.

Building trust is partially contingent on technical skills since such skills allow for quality deliverables and a sound knowledge base. Although these skills establish credibility, a trustworthy relationship expands beyond skills and is achieved through dedication to consistently deliver quality services promptly.

2. Enhanced Understanding

Understanding the scope of a project can be achieved simply through a conversation with a client. Developing strong relationships takes this understanding further by delving into the client's needs, challenges, and aspirations. Truly understanding a client involves working to grasp the client’s organizational culture, business operations, and industry at large.

By spending time with clients and initiating conversations about broader motivations, consultants can identify conflicts and opportunities that may not have been initially apparent. During conversations, actively listening and carefully posing questions to provoke deep dialogue allows consultants to gain an enhanced perspective on the client's needs. Through a deeper understanding, consultants can provide more targeted strategies and increase client satisfaction.

3. Relationship Longevity

Creating a long-term partnership with clients is the key to success as a consultant. Providing consulting services to a client isn’t limited to one project. Clients are more likely to reach out to consultants they’ve previously worked with for future consulting services. With an established relationship, there are added benefits of an understanding of the business functions and more efficient integration to the problem at hand.

In addition to collaborating on multiple projects, long-term relationships allow for increased advisory roles within the decision-making process. When consulting with a client for an extended period of time, they are more receptive to advice and will be more inclined to seek external insights from their consultant on more important issues. This increased involvement within an engagement is only achieved through a strong relationship and immense trust.

Cultivating Strong Relationships

While the importance of strong relationships may appear evident, cultivating strong relationships often proves more difficult. Time and many interactions are necessary to build and maintain relationships, but implementing effective strategies for approaching client relationships can help expedite and expand upon relationship-building efforts.

Proximity and Communication

Consistent communication with clients works to build comfort and an increased sense of accessibility. Consultants can leverage communication to establish proximity with clients build rapport and establish connections. Regular updates and check-ins allow consultants to stay informed of current projects and the needs of clients or potential clients.

It can be difficult to stay up to date with former clients or potential clients when not currently collaborating with them. While reaching out on a regular basis may be sufficient in maintaining a relationship, groups such as executive mastermind groups can allow consultants to regularly interact with potential clients and initiate natural conversations about current challenges and changes.

Follow Through

Following through on commitments is a cornerstone of establishing strong relationships with clients. When consultants make promises to clients, it’s important to deliver on these commitments in a timely manner. Whether it's communicating updates or larger project deadlines, honoring commitments is a crucial way to build trust.

When following through on commitments, establishing realistic expectations and deadlines are key components. Consultants should be transparent about the level of detail and timeframe they can reasonably complete tasks for their clients. Failure to deliver on commitments or extending deadlines can cause strain on relationships and break previously established trust.

Adaptability and Flexibility

Consultants work with clients to support their needs, so the ability to adapt to the changing needs of clients is vital for consultants. Willingness to be flexible with deadlines and approaches is greatly appreciated by clients.

Flexibility not only entails adapting to adjusted timelines but also considering client feedback and making adjustments accordingly. Taking into account changing client needs and prioritizing what’s in their best interest demonstrates that a consultant truly values and understands their clients.

Impact of Strong Relationships

The strength of client relationships directly impacts the success of consultants. Strong relationships increase client retention rates for consultants because clients are more likely to seek future services from consultants they have an established relationship. With a previously developed understanding of the client’s business functions, consultants can more effectively transition onto new projects without lag time. Not only can strong relationships generate additional projects with former clients, but satisfied clients will be more inclined to provide referrals generating more business.

In addition to retaining clients, strong relationships provide a competitive advantage. When choosing a consultant, clients are more likely to choose a consultant they have previous positive experiences with and consultants with established credibility. With a competitive consulting market, strong relationships serve as a powerful differentiating factor from competitors with lower prices or comparable capabilities.

Risk mitigation is another added benefit of strong client relationships. Clients who are comfortable with their consultants may share potential concerns or problems earlier on than those who are unfamiliar with their consultants. Comfortability with addressing concerns allows consultants to proactively address problems and mitigate additional risks from problems being identified later within the project. Risks can also be mitigated through addressing conflicts between consultants and their clients. If a contentious or difficult situation arises, clients are more likely to be cooperative with consultants they have a strong relationship with.

When seeking consulting services, clients have many options to consider. While technical skills and expertise are important for providing quality services, strong relationships serve as a key differentiating factor. By consistently communicating with clients, following through on commitments, and adapting to evolving client needs, consultants can establish powerful relationships that increase retention rates, develop a competitive edge, and mitigate risks. The impact of implementing strategies to cultivate client relationships is profound and can positively shift consultants' success. With a highly competitive consulting market, consultants must invest in establishing and maintaining strong client relationships.

by Garrett Mintz

Sun 7 July 2024

In part 1 of this 2-part article, I wrote about the psychology of why decision-makers make decisions to hire or not hire certain professionals for work. In a nutshell, people will do more to avoid pain than to gain pleasure. One implication of this is that decision-makers aren’t necessarily going to choose the cheapest option if they already have a pre-approved budget, nor will they choose the option that promises the highest upside.

The decision-maker will choose the option that represents the lowest risk of them getting fired.

Therefore, if we are in business development, whether that be we are looking to sell our products or services on a B2B level or get hired by a company for employment, we need to position ourselves in a way that demonstrates that we are the low risk option for the company to choose.

How can we do this?

First, identify the risks. There are 3 core risks that decision-makers weigh when making decisions:

Financial
Time
Reputation

Financial risk represents the risk that the money spent with a consultant or contract will be a bust. The more a person charges, the more risk the buyer must weigh when making a purchase decision. But as outlined in part 1 of this article, if a buyer has a pre-approved budget, there is little practical financial risk if the proposal comes in under budget.

This leaves time and reputation as the two biggest factors business development professionals must overcome to build trust and close the deal.

Time risk represents the total amount of time it will take to implement a solution and the time it will take others at the company to deviate their normal behavior to this new behavior a consultant is prescribing. If a consultant is selling change management consulting, the time is the amount of time it will take to achieve the desired result. If a person is looking to get hired for employment, this is the amount of training time required to develop a self-sufficient and productive team member. For most decision-makers, this unknown intermediary period is the risk they are worried about.

The pivot point centers around the credibility of the person proposing this change. They need to demonstrate to the decision maker that their plan is achievable within the proposed timeline. If someone promises too short of a timeline without much proof or track record of achieving that, then it represents high risk. If someone shares a timeline that is too long, much longer than the buyer has patience for, then it represents high risk as well because there is no chance of meeting expectations. The only success condition would be over performing expectations, and that’s a prayer, not a plan. The person doing business development needs to find the middle ground.

Reputational risk is the amount of people being impacted by this decision-maker’s decision. If a decision maker hires a consultant that only impacts the work of a few people then the reputational risk is relatively low. But if the decision-maker is making a decision that will impact everyone at the company, there is high reputational risk. If they hire the wrong person, or if the person hired does a bad job, it reflects poorly on them, increasing their chances of getting fired or losing credibility for making a poor choice.

When people share the adage, “nobody ever got fired for buying IBM”, it truly holds a lot of weight. Even if it costs more, decision-maker’s are seeking the lowest risk option for whom to do business with.

Therefore, if we are a small to medium-sized consulting company looking to get business (or a candidate for hire that doesn’t have a ton of experience), we need to do things to de-risk the decision for the decision-maker.

Unfortunately, there isn’t a credit rating check for one’s credibility. Sure, people have references, but nobody is ever going to list a bad reference for themselves.

Therefore, if we are looking to develop business, we need to be creative about de-risking the financial, time, and reputational risk when it comes to deciding who to hire.

Proximity + Follow Through = Trust

Proximity

The more someone spends time with another person, the more comfortable they feel with that person. If a business development professional can spend more time with a prospect, they build rapport and connection to that person.
2. Follow Through

Do what you say and say what you do. If a business development professional says they are going to do something or deliver value in some way, they better do it.

How can consultants achieve this with their prospects?

One thing my team at Ambition In Motion has done for consultants is help them set up their own executive mastermind groups. An executive mastermind group is a group of leaders coming together to work through a challenge. The consultant facilitating the group isn’t there to solve their challenges, but rather create a safe space for leaders to discuss their challenges and work through the challenges together. This builds trust through proximity, and it’s also a low-risk decision for the decision-makers.

This has been incredibly helpful for consultants because it oftentimes creates an opportunity for them to engage with a prospect before they are ready to commit to a bigger contract for more services. And it keeps the consultants from seeming like door-to-door salesmen when an opportunity for partnership arises.

For example, a consultant might propose their services at $20,000 per month over a 6-month period and incorporate 50% of the company to achieve a certain result.

Financial risk = $120,000

Time risk = 6 months and a certain number of hours from each employee participating deviating from what they normally do

Reputational risk = 50% of the company

Without trust, it will be incredibly hard for a consultant to land this deal.

The prospect might say “I am interested but follow up with me in 3 months.”

Will this lead to a deal? Maybe. But a lot of things can happen between now and 3 months.

The prospect could meet another consultant that they build greater rapport with and sign a contract with them.
The needs of the company can alter, and the decision-maker assumes that the consultant can’t be flexible to the changes so they don’t let the consultant know.
The prospect could just decide that they want to try doing this internally.

Instead, the consultant can offer the prospect the ability to be in their executive mastermind group and offer a helpful service now while building long-term trust.

Financially, the group is much more cost-effective than their consulting services.

Time-wise, the group represents a much smaller time investment compared to the consulting services.

Reputationally, the group only involves them, the decision-maker and nobody else at their company.

Participating in an executive mastermind group represents a low-risk option for the decision maker to be around the consultant more and assess the consultant’s ability to follow through. Furthermore, the group gives both parties a chance to learn more about each other. It won’t always be a perfect fit, and this also helps the consultant avoid over-committing as they learn more about prospective companies and their needs.

And, over time, if the prospect feels trust with the consultant, it will be a very low risk proposition for them to hire the consultant for expanded services. The key to this method’s success is the mutually assured benefits for both parties throughout the process.

If you are a consultant, executive coach, or anyone in B2B sales and would like to learn about setting up an executive mastermind group for yourself, reach out to me on LinkedIn and I’d love to tell you about it.

by Kendall Barndollar

Fri 28 June 2024

Welcoming new hires into company culture is an integral part of sustaining a productive workplace environment. Through integrating new hires into organizational norms, values, and expectations, the workplace culture built by today's leaders is carried into future generations of professionals. The process of cultural integration promotes continuity and bolsters growth within an organization.

However, new hires face challenges when the company culture is not accurately communicated to them. A misrepresentation of a firm's work culture can create an alarming environment for new team members. Effectively communicating and integrating new hires into firm culture is paramount for long-term success and organizational commitment. Ensuring that each member of a team embodies the groups culture will testify to the importance of upholding a positive work environment. Furthermore, when leaders emphasize the value of firm culture, their direct reports will follow suit in working to continuously build and integrate company culture.

Additionally, it is crucial for company professionals to authentically demonstrate workplace culture. Although challenging for many, it is necessary to display culture in an authentic manner rather than creating a company profile that is not necessarily an accurate representation. Integrating new hires into a developing culture can be a challenging task, here are 7 tips leaders should consider to streamline new hires into company culture:

Structured Onboarding Processes

Through structured onboarding processes, new hires can better grasp company culture, group norms, and expectations. In structured onboarding, companies will have planned timelines and content to share with incoming professionals. On their first day, a new hire may receive a training timeline, a list of their expected role competencies, and human resources information. Pieces of training in onboarding could include a basic skill overview, speeches from human resources, or even professionalism training. After receiving this information, individuals in a structured onboarding process will have a firm lead training to slowly walk through different procedures and office norms to help new members better grasp the company culture. Discussing company expectations and benefits is a great way to exhibit a company-wide culture or initiative.

2. Buddy or Mentor Pairings

In addition to helping train individuals, buddy or mentor pairings serve as a fantastic tool to communicate a company's norms. Suppose a new hire mentor is outgoing and willing to answer any questions. In that case, this experience will provide a different understanding of culture for new hires compared to a mentor who is closed off and not very easy to communicate with. Additionally, mentors aid in demonstrating company culture by telling stories and building genuine connections that make someone new feel welcomed in a new and intimidating environment.

3. Social Events

Company-wide orchestrated social events can be a great way to help demonstrate workplace culture and facilitate connections. Through out-of-office social events, individuals tend to come out of their shells, talk to new colleagues, and build friendships. Social events can display company culture through professionals enjoying discussing with their colleagues and spending time as a group whereas, without these opportunities to openly converse, new hires tend to feel isolated.

Social events enable employees to connect with each other beyond their responsibilities within an office. Through social events, new employees are able to openly discuss and learn from professionals within the firm who will help them transition into their new roles. By providing opportunities for new hires to connect with their colleagues, organizational culture will strengthen, a benefit to both employees and the company.

4. Live the Culture

Many companies' culture and their advertised culture do not align. Every employer markets themselves to have great working environments and cultures yet, only some actually fulfill these claims. Ensuring that all employees embody the company culture throughout the workday is paramount to effectively integrating new employees into the firm culture. New employees observing the attitudes and behaviors of professionals embodying the values of firm culture is an outstanding method to foster informal learning of both technical and interpersonal expectations.

5. Cross Team Collaboration

Cross-team collaboration is a great way for firms to showcase a company-wide culture. Individuals willing to discuss, collaborate, and learn from each other create a welcoming culture that supports new hires through stages of onboarding and learning. Lack of cross-team collaboration can leave new hires both lacking education in certain subject matters and isolated from other groups within the company. To best encourage new hires to integrate, managers should consider assigning projects that will move them slightly out of their comfort zone, encouraging meeting new individuals in building connections.

6. Open Communication

Open communication is crucial to creating a harmonious alignment of new hires' values and norms within a group. Through open communication, company leaders are enabled to share their expectations and experiences that shape the work environment. Additionally, in a positive work environment, open communication encourages learning, growth, and embracing mistakes.

Through open communication, leaders are able to effectively set clear expectations and establish cultural norms from the start of a new hire's career at a firm. Furthermore, open communication promotes psychological safety within the workplace, creating an environment that promotes discussion, asking questions and learning from feedback.

7. Aligned Opportunities

When company opportunities promote firm initiatives, new employees can clearly understand the culture within the workplace. Aligned opportunities for learning and growth convey the value of a long-term, sustainable, company culture. Additionally, cultural immersion through training opportunities generally involves exposure to executives within a firm along with further explanations of how each individual may contribute to firm culture.

Changing workplace behavior requires a sustained effort and is a daunting task. Leaders must prioritize their values and find creative methods to create an environment where employees embrace change in the workplace.

Many leaders face challenges in shifting from negative or counterproductive workplace habits to favorable workplace practices. Once a group or team has routined unfavorable work habits, it is significantly more challenging to pivot behavior. As always, it is essential to be patient in orchestrating workplace activities and changes, specifically in changing culture. Leaders should be prepared to readjust and pivot their efforts based on employee receptiveness. Nevertheless, if leaders remain diligent and dedicated to promoting positive change, they will inspire confidence through cultural changes.

by Kayla Ambrose

Fri 28 June 2024

Mid-year evaluations are critical for maintaining motivation, addressing concerns, and setting goals for a successful performance during the year's second half. During these evaluations, Managers and employees can openly discuss past performance, current focuses, and future expectations to ensure continuous improvement and engagement. Through effective and meaningful performance reviews, managers can align team goals with organizational objectives to set their team up for success during the year's second half.

Importance of Mid-Year Reviews

When preparing for mid-year reviews, recognizing the importance of evaluations and their critical functions can greatly increase effectiveness and efficiency. Establishing meetings with each team member to provide feedback allows for increased communication and problem-solving abilities. While performance metrics may be utilized to gather information on each individual's performance throughout the year, underlying factors may be impacting the success of some team members. Creating this opportunity to communicate with them can identify challenges and allow for discussion on possible solutions.

Along with facilitating communication, mid-year reviews serve as a means for goal adjustments. While establishing goals at the beginning of the year can be effective, team members must reflect upon their goals throughout the year and make adjustments accordingly. Factors impacting a goal may have developed throughout the year resulting in the completion of goals or potential setbacks. These new factors are important to incorporate into mid-year reviews to establish attainable goals for the second half of the year.

One of the most crucial benefits of conducting effective mid-year reviews is maintaining motivation and engagement for team members. During the year, team members can lose motivation and struggle to recognize the purpose of their work. By allowing for one-on-one conversations that focus on supporting each individual, managers can collaborate with team members to develop solutions to re-engage their team.

Strategies for Effective Mid-Year Reviews:

Prepare Thoroughly

Proper preparation for mid-year reviews is indicative of the effectiveness of mid-year reviews. Throughout the year, managers should keep track of the performance of their team members to incorporate within their reviews. Performance software can be utilized to gather data on individual team members to track progress and drive goal-setting. In addition to manager preparation, it is important to encourage team members to prepare for their performance reviews. Encouraging self-reflection on employee performance for the first half of the year will allow them to come prepared for the meeting and highlight success potentially overlooked by management. Reflection can also identify areas for improvement, helping team members to make adjustments to their personal goals.

2. Open Communication

To ensure effectiveness for mid-year reviews, managers should encourage open dialogue during the meeting. Identifying open-ended questions that allow team members the opportunity to share their insights can drive meaningful discussions on team productivity. Creating an open and honest environment will encourage team members to provide authentic feedback and areas for improvement benefiting the team as a whole. Ultimately, the goal of establishing open communication is to demonstrate support for team members and continue to motivate their continued growth.

3. Constructive Feedback

A key element of conducting effective mid-year evaluations is to deliver constructive feedback to each individual. Collecting specific behaviors to improve upon and highlighting specific achievements are beneficial to creating individualized performance reviews. Emphasizing specific occurrences rather than generalizations is important because it allows the feedback to be more understandable and easier to implement solutions for within the remainder of the year.

4. Goal Setting

Establishing metrics and means for team members to develop goals creates motivations for team improvement. When conducting goal setting, establishing specific performance criteria develops a more structured means for team members to gauge their performance throughout the year. Collaborate with each team member to ensure that the goals created best reflect the objectives of the team and each individual.

5. Action Steps and Follow-ups

Conducting mid-year reviews are incomplete if they lack further actionable steps and methods for goal applications. Identifying development opportunities for team members to have a curated improvement plan can serve as an effective means for learning and growth. Within development plans, incorporating a timeline for following up on the implementation of development plans will encourage accountability and maintain motivation.

Employee Bonus Structure

An important aspect of mid-year reviews is recognizing achievements and rewarding team members accordingly. While it may seem motivating to distribute bonuses to all team members on a semiannual or annual basis, direct reports with exceptional performance may lose motivation due to a lack of incentive. Developing a structure to motivate team members and recognize achievements is a primary purpose of effective bonus structures.

In addition to considering who receives bonuses, an important consideration is who will determine bonuses. Upper management or middle management may be tasked with determining which team members receive bonuses based on their annual or semiannual performance. Both approaches have benefits and drawbacks to consider when implementing.

Upper Managers Determining Bonuses

Pros:

Fairness: Upper management interacts less with team members, which can prevent favoritism or potential bias. Additionally, upper management can ensure bonuses that are more standardized across all teams.
Organizational Goal Alignment: Since upper management has a better understanding of organizational objectives, they can ensure that bonus allocations properly align with the direction of the organization.
Resource Allocation: With increased knowledge of the financial resources available, upper management can reward bonuses that are consistent with the organization's budget.

Cons:

Limited Direct Interaction: Upper management doesn’t interact directly with employees daily. This limited interaction can lead to less of a perspective on the actual performance of individuals.
Employee Morale: Since employees aren’t directly interacting with upper management, they may feel disconnected from them. This lack of interaction may lead employees to feel unmotivated and unable to change bonus outcomes due to their actions.

Middle Managers Determining Bonuses

Pros:

Proximity to Employee: Middle management works directly with employees, thus allowing them to have a greater understanding of each individual's actual contributions.
Timeliness: When relaying review feedback to employees, middle managers can inform them of bonus decisions associated directly with the feedback. This allows for a more comprehensive understanding of how performance is tied to bonus rewards.
Increased Motivations: Employees may feel more motivated to perform well daily because they know their interactions with their manager are directly influencing their bonus potential.

Cons:

Potential for Bias: Middle managers can possess bias towards employees since they interact directly with them. This bias or potential favoritism can influence the perceived performance of employees and who is deserving of a bonus.
Limited Perspective: Middle managers may have limited knowledge of organizational goals, leading their bonus allocation to be misaligned with company objectives

Balancing Approaches

A balance of both approaches can be utilized to mitigate the weaknesses of each approach while leveraging the strengths of both. This can be achieved through collaboration between middle managers and upper management to develop a comprehensive approach to bonus determination. Since middle managers have more direct interactions with team members, they can convey insights to upper management on team member performance beyond the statistics. Using a balanced approach, upper management can monitor for potential middle manager bias, ensuring a fair bonus recipient structure.

Mid-year performance reviews are a powerful tool for ensuring motivation, goal progression, and continued development. Through proper preparation, honest communication, relaying feedback, setting goals, and establishing actionable plans, managers can maximize the effectiveness of individual reviews. Along with ensuring review effectiveness, providing incentives for high-performing team members encourages motivation throughout the year. Considering approaches for establishing objective and accurate allocation of bonuses is critical.

As the year approaches the halfway mark, managers must consider strategies to ensure their teams are on track to meet their yearly goals. Mid-year reviews are a crucial tool to motivate employees to continue to excel towards their goals or to redirect employees struggling to perform, ultimately serving as a support system for all team members to reach organizational goals.

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