navigate site menu

Start learning with our library of video tutorials taught by experts. Get started

New Manager Fundamentals

New Manager Fundamentals

with Todd Dewett

 


In this course, management and leadership expert Dr. Todd Dewett provides practical advice to help you establish your identity as a leader, connect with your team, and become a successful first-time manager. Learn how to survive your first 30 days, build trust, facilitate efficient meetings, and develop authority. This course is designed to prepare you to confidently tackle your responsibilities at work and increase your value to the organization while improving operational effectiveness
Topics include:
  • Clarifying performance expectations
  • Feeding your learning curve
  • Building rapport with your team
  • Explaining your decision-making style
  • Increasing your authenticity
  • Communicating proactively
  • Knowing when to have a meeting and who should attend
  • Coping successfully with your transition

show more

author
Todd Dewett
subject
Business, Collaboration, Project Management, Business Skills, Career Development, Time Management
level
Appropriate for all
duration
1h 12m
released
Apr 18, 2013

Share this course

Ready to join? get started


Keep up with news, tips, and latest courses.

submit Course details submit clicked more info

Please wait...

Search the closed captioning text for this course by entering the keyword you’d like to search, or browse the closed captioning text by selecting the chapter name below and choosing the video title you’d like to review.



Introduction
Welcome
00:04You've just begun a new management position. Let me guess, you're likely
00:08excited and a little nervous, right?
00:10That's completely normal.
00:11So please allow me to put your decision in perspective.
00:14Have you ever heard someone say that leaders are born, not made?
00:18That is absolutely incorrect!
00:20The good news is that leadership is best viewed as a set of skills, with a
00:25little thoughtful preparation;
00:26it's a set of skills you can learn.
00:29I'll start by helping you understand how to immediately establish yourself as a
00:33leader and how to begin setting goals and expectations.
00:37Next, we'll cover topics including building rapport with the team and what it
00:42means to earn trust and show respect.
00:45I'll also address several useful communication tips that will help you better
00:49connect with the team.
00:51Overall, I'm going to challenge you to become more than simply the new boss.
00:56I want to help you be an authentic leader.
00:59When you've completed this course, you'll be ready to hit the ground
01:02running with the knowledge you need to successfully complete the first few
01:06months in your new role.
01:07Let's get started.
Collapse this transcript
Becoming a leader
00:00To many new leaders, leadership seems mysterious, as if what makes a successful
00:05leader is somehow intangible or un-definable. It's not.
00:09Mountains of social science tells us that leadership is a set of skills.
00:13Skills are behaviors anyone can learn with the right effort.
00:17Any nerves or apprehensions you may be experiencing right now will
00:20eventually fade as you ramp up the learning curve and begin to build and
00:24polish your leadership skills.
00:25In order to prepare you for what is to come, please know that what got you
00:29here won't work anymore.
00:31The technical and functional job skills that earned you past accolades and
00:35positive attention are not the same skills that will enable you to be a
00:39successful leader of a team.
00:41If you're a great accountant, it does not follow that you will be a great
00:44leader of accountants.
00:46Similarly, just because you are a world class engineer, that doesn't mean you'll
00:50immediately be world class at leading a team of engineers.
00:54Leadership is a series of people- related skills that help you facilitate
00:58the work of others.
01:00It's not about doing the work per se anymore.
01:03Your new job is to help, facilitate, structure, and plan the work of others.
01:08Now might be a good time to address a very old question.
01:12What is the difference between a manager and a leader?
01:15For years, scholars and practitioners alike have suggested the two are very different.
01:19They say things like managers deal with the status quo; leaders create the future.
01:24Managers execute plans; leaders inspire vision.
01:28Those types of sayings aren't really logical or useful.
01:31The truth is that every boring or mundane aspect of being an administrator has
01:35been labeled management.
01:37And every interesting and fun aspect of being an administrator has been
01:40labeled leadership.
01:42They are one and the same.
01:43Feel free to use them interchangeably.
01:46Let's be clear, your goal is not to worry about the fictitious difference
01:50between management and leadership.
01:52Your goal is to get focused on being the best leader you can possibly be.
01:57It's vital that you understand the immense importance of being a leader.
02:01When a human being is formally tasked with leading other people, they
02:05weild huge power.
02:08We all know that bad bosses cause significant stress.
02:11But I want you to focus on the flip side, which is that you also have amazing
02:15power to do good and add value.
02:18You have the power to help others smile, grow, and become more productive.
02:23You have the power to facilitate a team's journey from good to great.
02:27Great leaders have the power to transform organizations and even communities.
02:31It's time to start building your leadership skills.
02:34Learning how to transform organizations takes years of experience.
02:37Let's begin your leadership journey by focusing on the essential skills for the first 90 days.
02:43Good luck!
Collapse this transcript
Using the exercise files
00:00We've provided free exercise files that are available to all lynda.com members to
00:05help you get the most from this course.
00:07These files include an outline of the course that is very useful for taking notes.
00:12I suggest that you download this file and print it out prior to watching the course.
00:16Now let's get started.
Collapse this transcript
1. Surviving the First Month
Establishing your identity as a manager
00:00In the first month, your goal is to set the tone by focusing on three main activities.
00:06These are learning to look like a leader, developing professional relationships,
00:09and staying visible.
00:11Okay, let's talk about what it means to look like a leader.
00:14There's no correct look for a leader, what is correct is defined by the norms
00:19of your organization.
00:21Your goal is to seek to understand the prevailing dress code and grooming norms
00:25in your organization.
00:27Look at other managers and how they're presenting themselves.
00:30Your goal is to be reasonably close to those expectations.
00:33One word of caution, try not to make drastic changes in your wardrobe now that
00:37you've been promoted.
00:39If you were wearing blue jeans one week ago and an expensive suit and tie this
00:43week, people might find that odd or somewhat inauthentic.
00:46Make small moves towards the norms you've identified.
00:49The goal is not to standout, but to fit in, in a manner that's appropriate given
00:54your new role and responsibilities.
00:57Next, I'd like to share an interesting idea.
00:59One that some feel is a little difficult.
01:01Your goal as the new boss is not to be friends with your employees;
01:06your goal is to develop positive and personal performance related relationships.
01:11Friend relationships are all about personal bonds and interactions, friends very
01:16often find it difficult to deliver tough feedback because friend relationships
01:20don't have a performance component, and at work, in your new role as a leader,
01:25your biggest concern is performance.
01:28Of course, you should care about helping individuals grow and improve, but your
01:32overriding obligation is to the group, even more than any one individual.
01:37Here's the good news, productive professional relationships like friendships can
01:42and should be personal.
01:44The difference is about proportion, friendships are dominated by personal
01:49exchanges, such as conversations about family members and hobbies.
01:53Professional relationships are dominated by performance related exchanges
01:57concerning the work at hand.
01:59For example, talking about who to hire and how to change your process.
02:03There's one final issue I'd like you to consider for your first month, it's the
02:07need to stay visible.
02:09Being visible means that most of the time, most of your employees see you or
02:14know where you are and what you're working on.
02:16The higher your visibility, the more people will feel connected to you and
02:20experience motivation to accomplish their work successfully.
02:23True, the larger the group, the more difficult it becomes to remain visible.
02:28Having said that, work hard to allocate at least 5-10% of your day, everyday to
02:33informally chatting with your team.
02:36Don't schedule that time and don't call them into your office, take the
02:39initiative to walk around and find people where they work.
02:43Simply say hello, ask how things are going, and ask what, if anything, you can do
02:48to help, and don't forget, when you can't spend time with everyone, you can
02:52still connect using technology.
02:54For example, you might use a weekly voicemail or an email blast to the entire team.
02:59This allows you to keep them in the loop.
03:01Highlight great work accomplishments within the team, and importantly, to
03:05celebrate significant personal events, such as weddings or graduations.
03:09Staying connected does not have to be massively time consuming or complex.
03:13Genuine conversations start while you're walking around.
03:16Simple weekly messages such as the one I just described can work wonders for
03:20team camaraderie and productivity.
03:23That's it, three smart ways to start your new role successfully, know what it
03:27means to look like a leader, spend time building and cultivating positive
03:30professional relationships, and remember to stay visible.
Collapse this transcript
Clarifying performance expectations
00:00Let's start with what's expected of you, which is all about building rapport
00:04with your boss and your team.
00:07First, clarify your boss' expectations of you.
00:10You want to make sure you're both on the same page in terms of his or her
00:14expectations for the overall performance of your team.
00:17Don't leave any room for ambiguity on this topic.
00:20Next, you need to understand your boss' bigger picture.
00:23What are their main goals beyond the performance of your specific team?
00:28Your manager has many priorities, you are only one of them.
00:32Understanding this will have a strong influence on decision-making within your team.
00:36In addition, talk with your boss about initial changes you believe are required
00:40in terms of the personnel on your team.
00:43Even if you don't receive the immediate solution you desire, you'll have planted
00:46the necessary seed for the future.
00:49Finally, request the resource improvements that you need.
00:53If your team's performance depends on any particular resource improvements,
00:56whether that's new computers or other tools, speak up.
01:00After covering these topics with your boss, you're ready to meet the team to set
01:04goals and discuss group norms.
01:07In your initial meeting, be clear about the team's performance in the past,
01:12today, and in the future.
01:14You want to recognize recent accomplishments and milestones that preceded you.
01:19Share the main goals for the next performance period and any thoughts you wish
01:23to add about long-term performance goals.
01:26Sometimes, goals are dictated in a very structured manner.
01:29For example, in many sales organizations, a salesperson is simply handed
01:33a number to achieve.
01:35However, to the extent possible, try to build a collaborative dialogue
01:40around goal setting.
01:41This is more motivational than merely dictating goals.
01:45After discussing goals, next, ensure goal clarity by talking about the major
01:50milestones to be accomplished in support of each goal.
01:55Determine exactly who's responsible on the team for each milestone.
01:59One more useful tip, schedule personal one-on-one follow ups to ensure you have
02:05strong goal agreement and clarity.
02:08Next, have the group define team norms.
02:11Norms are informal rules the group adopts in support of productive behaviors.
02:17Norms have been shown to be more effective than formal rules and regulations in
02:21terms of guiding behaviors at work.
02:24Defining your norms is up to you and the group.
02:27There is no perfect set of norms.
02:30However, consider discussing these popular norms, often associated with
02:34high performing teams.
02:36Being positive and respectful, showing up on time, and being prepared.
02:41The norms become your frame of reference when the group reflects on its
02:45interactions and decision-making.
02:46After agreeing on norms, be sure to write them down, then distribute them to all group members.
02:53Most importantly, make sure the norms are posted visually in one or
02:58more relevant places.
03:00Also, don't forget, norms must be enforced to have power and this doesn't have
03:06to be a negative event.
03:07It can even be funny.
03:09For example, when someone's late to a meeting, they have to contribute a dollar
03:13to the office coffee fund.
03:16Getting a grip on performance doesn't have to be complex.
03:19Start by clarifying expectations with your boss, then focus on your team and
03:24nail the goals and the norms required to make you successful.
Collapse this transcript
Feeding your learning curve
00:00Here's a simple truth.
00:02When you step into a leadership role, it's guaranteed you will work more
00:05hours than the average employee.
00:07That's never so true as during the first few months of a new leadership role.
00:12Let me offer a comment about simply surviving and maintaining balance or at
00:16least rapport an understanding with your closest friends and family members.
00:20Leadership roles are very demanding and can put a strain on family time and personal time.
00:27Compared to the typical employee, you'll inevitably work a few nights and weekends.
00:31Become a proactive communicator about these topics.
00:35Make sure your friends, your spouse or partner, and your children have clear
00:39expectations about your professional role and its demands on your time.
00:44Strive to schedule specific time to engage in activities with your loved ones
00:48and work hard to ensure those activities represent high quality time together.
00:54The more successful you become and the more you receive promotions in the
00:57future, the more necessary it will become to focus on the quality of those
01:02interactions, more than just quantity.
01:05As I've stated before, the skills and knowledge that helped you earn your
01:09promotion are not the same skills and knowledge that will make you
01:12successful moving forward.
01:13Now, you need to build new leadership skills, as well as a bigger knowledge of the business.
01:20Let's consider several possible sources that can help you feed your learning curve.
01:25The first step to building your new leadership skills is to identify
01:29several great resources.
01:32One useful habit to form immediately is to start bringing relevant
01:36learning materials with you wherever you go, whether it's a book or an app on your phone.
01:41In the area of leadership and organizational life, you'll find many useful and
01:45engaging books, articles, blogs, apps, and podcasts covering every aspect of
01:51leadership, not to mention the videos you're watching right now.
01:54Start using them whenever you find even a few minutes of downtime.
01:59Next, commit to relevant leadership-related training.
02:03Training might be online or in a classroom setting and it might be provided
02:07by your organization or you might consider proactively purchasing training in the market.
02:12Training topics, run the gamut.
02:14From soft side leadership-related skills to hard side functional training
02:18relevant to your industry.
02:20Collaborate with your manager and choose what's right for you.
02:25Building your professional network is another great way to gain leadership skills.
02:29Networking refers to active attempts to increase the quantity and quality of
02:34professionals with whom you are connected, particularly inside the organization.
02:39Starting right now, I want you to consider lunches, coffee breaks, or any form
02:44of downtime at work as an opportunity to build or strengthen your professional relationships.
02:50A robust network keeps you in the know and accelerates your learning.
02:55Your new role also requires you to spend time learning more about the business.
03:00You need to understand the basic duties and responsibilities of all roles in the group.
03:06How information and work products flow into the group, and how the work moves
03:10downstream towards the customer after your group has completed its work.
03:14To accomplish this, you have many sources inside the organization to study, such
03:19as organizational charts and process manuals.
03:23These collectively define our standard operating procedures or simply put the
03:26way we do things around here.
03:29You have a lot to learn, try not to look at these action items as discreet
03:33events, do what all great leaders do and get focused on continuous learning.
Collapse this transcript
2. Connecting with the Team
Building initial rapport
00:00Great rapport is about comfortable positive interactions that support the
00:04production of quality work.
00:07Building rapport isn't complex or mysterious.
00:10While it's true that as a leader, you must project confidence and competence,
00:14building rapport is really about you understanding and appreciating each of your team members.
00:20Establishing rapport requires positive conversations about the tasks at hand,
00:24but it also requires a little personal conversation.
00:28I want you to remember to not talk about work issues 100% of the time.
00:33To build great relationships, you have to let them get to know you as a person.
00:38Use a small portion of time;
00:39say 5-10% discussing appropriate personal issues so they can get to know you as
00:45a human and not just as a boss.
00:48Don't completely separate work life and home life.
00:51You should feel comfortable sharing a little about who you are away from the office.
00:55For example, your biggest hobby, your favorite sports team, or maybe little
00:59facts about your family.
01:01Next, I want you to become aware of one of the most interesting decision-making
01:05challenges we all face, it's called projecting.
01:08Projecting is when you think others think like you think about a particular issue.
01:14It's a quick unconscious assumption that's rarely accurate and can get you in
01:18trouble with the team in a hurry.
01:21Avoid projecting when you're talking to your team, whether you're talking
01:24about small issues or big issues, try not to assume their preferences
01:28identically match yours.
01:30For example, ask, where would you like to go to lunch, or what do you think
01:35about this potential hire?
01:36Ultimately, you might make decisions that your team won't always agree with,
01:40but when they feel they've been heard and understood, they'll accept your decision better.
01:46Now just as you needed to share a little bit of information that's personal
01:49about yourself to build rapport, you also want to strive to discover personal
01:53aspects of each team member.
01:56Get to know each member of your team personally.
01:59Strive to see them as unique individuals.
02:02Listen carefully to what they say and look at how they dress and interact.
02:05Check out the pictures and other decorations in their workspace.
02:09You'll begin to see more than just a person who's technically competent.
02:14Building rapport really is about seeing them as vibrant individuals and not
02:18merely as human resources.
02:21One final aspect of building rapport involves different ways you can show
02:25respect for your team, through brief comments, written notes, phone messages,
02:29texts, or in person, there are many opportunities to demonstrate gratitude.
02:35Let's be specific, you can show appreciation for the efforts they expend, the
02:39outcomes and milestones they achieve, and for the expertise they possess.
02:44Often, employees don't believe that their boss fully understands their job.
02:49In response, give them opportunities to demonstrate their expertise.
02:53Of course, it must be sincere, but it can be as simple as asking someone to
02:58explain a task or a process to others.
03:00By acknowledging their skills and abilities, you're highlighting the importance
03:04of having them on the team, you're demonstrating respect.
03:08Having rapport, that sense of comfortable positive interaction is one of the
03:12hallmarks of a high performing team.
03:14You can experience strong rapport, if you'll be professional with your team
03:18and a little personal.
03:20Stop projecting when it's time to make decisions. Get to know them as unique
03:24people and find a few creative ways to show respect.
Collapse this transcript
Explaining your decision-making style
00:00There are many approaches to decision-making.
00:03I'm going to discuss the three most basic approaches.
00:06While you're listening, I want you to think about which one best defines you.
00:10Keep in mind, there is no perfect approach to decision-making;
00:14there are always different possible approaches.
00:17The three most basic forms of decision-making are:
00:20Autocratic, Collaborative, and Democratic.
00:24Autocratic decision-making is defined by you making a decision with no input
00:28needed from the team, followed by telling the team your decision.
00:33Collaborative decision-making involves a partnership or a collaboration between
00:36you and the members of the team.
00:39You will ultimately make the decision, but first you wish to seek input from the team.
00:44Finally, democratic decision-making involves you allowing the team to make the
00:48decision irrespective of what you feel the decision should be.
00:52Of course, over time all of us use a mix of these approaches.
00:56However, research does suggest the best overall decision is to rely
01:01significantly on the collaborative approach with much lighter use of both the
01:05autocratic or the democratic approaches.
01:08Before you first formally meet with the team, be prepared to discuss your
01:13approach to decision-making.
01:14You might even choose to use some of the specific labels we've been discussing.
01:19No matter which path you choose for a given decision, remember that all great
01:24decisions should be followed by great explanations.
01:28Explanations are your attempt to offer honest and specific clarification for
01:33the decisions you make.
01:35Over time, your team will not enjoy every decision you'll make.
01:38Sometimes certain people will like your decision and others will not.
01:42In any case, your goal is to offer clarity as to why you did what you did.
01:48Even when someone doesn't like your decision, good explanations make the
01:52decision seem more just and acceptable.
01:55Explanations make your process transparent, which shows you to be honest and trustworthy.
02:01When you lack transparency and don't offer quality explanations, your team is
02:06left to dream up their own explanations for your behaviors.
02:09I'd like to focus for just a moment on one specific aspect of decision-making;
02:13making decisions that you know others will not like.
02:17For example, you might have to tell someone that the team will not get the
02:21budget increase they expected, or that there will be no raises this year, or that
02:26someone did not receive the promotion they desired.
02:28Here your objective is to clearly own your decisions.
02:33Many times, due to the tension in the situation decision-makers will blame
02:37others instead of properly owning the decision.
02:40They might say this decision came from above me or I'm sorry but
02:43management won't allow that right now, or some other way to take the blame off of themselves.
02:49Avoid blame;
02:50your goal is to always provide a clear and honest explanation.
02:54The more difficult it is to tell someone the decision you made, the more this is true.
02:59The good news is that when difficult feedback is given to a team member, if
03:03it is delivered with sincerity and if you own your decision, they will still respect you.
03:09Remember, great decision-making starts with understanding your style and making
03:13sure your team understands it too.
Collapse this transcript
Breaking the status bubble
00:00When you're promoted to a new level in your career, you have to be sensitive
00:04to your new status.
00:05Status at work is tricky.
00:07On the one hand, you can't physically see it, on the other hand it's real and
00:11people react very strongly to it.
00:14I'd like to refer to is as the status bubble.
00:17You're status surrounds you and often makes it more challenging to interact with you.
00:21For the context of this video, I'd like you to concentrate on the relationship
00:24between you and your team.
00:26Now that you've been promoted, believe me, even if you feel like the same
00:30person, to them you've changed.
00:32You've assumed a higher status.
00:35Like it or not, your promotion removes you from them and some will now view
00:39communicating and relating to you as more challenging compared to before you were promoted.
00:44The mere fact that you're now the boss often makes them hesitate more and censor
00:49more for fear of not meeting your expectations or not pleasing you.
00:53Even if you're the nicest person in the world, that is the affect of status.
00:58Your job is to attack the status bubble.
01:02Consider these tactics.
01:03First, don't allow your new status to become the elephant in the room.
01:08Openly discuss it with your team at least once.
01:11Tell them you're excited about the new role and that just because you've been
01:14promoted, they shouldn't hesitate to speak up and talk with you whenever they
01:18feel it's necessary.
01:20Next, occasionally seek feedback about how you're doing.
01:24Your new role will require you to give them feedback, both formally through the
01:28employee evaluation process and informally through daily conversations.
01:33To reduce the status bubble, show that you want to know what they think about
01:38you as the new boss.
01:39Once in a while, ask for their thoughts and be kind and receptive in response.
01:44Listen carefully and offer a genuine thank you.
01:48Another great tactic is self-deprecating humor.
01:51To appear human and approachable, few things work as well as making fun of yourself.
01:56Think about the errors you've made at work.
01:58The unexpected embarrassing moments in your life, or something silly you once did.
02:02Find the right time every two or three months to share one of these
02:06incidents with the team.
02:08When you show that you're comfortable laughing at yourself, you become
02:11immensely more approachable.
02:14Building bonds with your team isn't always about humor.
02:17In fact, sometimes it's just the opposite.
02:20One, surefire way to break this status bubble is to encourage debate.
02:25Many times, whether informal meetings or informal discussions, lower
02:29status employees choose to not speak up when they disagree or wish to add another thought.
02:35They often precede speaking up as a risk.
02:38Your goal is to reduce the perception of risk by positively embracing difficult,
02:42but well-intentioned discussion.
02:45When the team sees you honestly listen and positively respond in the face of
02:49criticism or debate, they will view you as fair.
02:53As a result, you will have increased the odds of pulling more people into the conversation.
02:57One last comment, you can break the status bubble by showing genuine gratitude.
03:03It's often been said that the two most important words in business are thank and you.
03:09A thoughtful thank you comment or thank you note, when both earned and delivered
03:14sincerely can be a powerful relationship builder.
03:18Your new role comes with a heightened status, but it doesn't have to cause
03:22unnecessary problems.
03:24Breaking the status bubble is about removing barriers to communication so that
03:29you can have the robust dialogue that creates great teams.
Collapse this transcript
3. Building Trust
Signaling fairness and integrity
00:00In a professional context, integrity is the quality of having and using, clear
00:05and meaningful ethical standards.
00:07Being fair at work is one general way to demonstrate your integrity.
00:12However, it is important to be very clear about what we mean by the word fair.
00:16Being fair refers to equal opportunity, not equal distribution of outcomes and resources.
00:22Stated differently, being fair means you treat people the same by creating a
00:27positive and transparent workplace, but you also treat them differently based on
00:31their performance and their needs.
00:34Integrity and fairness matter, because they impact trust;
00:38one of the key qualities present in higher performing teams is trust.
00:41It's one of the intangible assets that helps move a team past mere compliance
00:46towards deep commitment, commitment to each other and to the work.
00:51Because trust is so important, always remember these two things.
00:55First, trust takes a lot of time to build, but can be lost in an instant.
01:00Protect it, like the important asset it is.
01:03Second, actions speak louder than words.
01:06You don't have to tell people you are trustworthy when you spend your time
01:10showing behaviors that demonstrate trustworthiness.
01:13Remember to live by the old saying, walk the talk.
01:16When you espouse certain standards and expectations, you build trust by
01:20doing what you say.
01:22Speaking of behaviors, there are several behaviors at work that are
01:26particularly influential in determining whether or not people view you as a
01:30person of integrity.
01:31For example, openly address integrity as a core part of your team.
01:35This requires you to be consistent and clear about your ethical standards and
01:39your expectations of the team.
01:41You can show the team that you mean it by challenging any issue or decision that
01:46encourages dishonesty or rewards unethical behavior.
01:50One of the best ways to demonstrate integrity is to share credit widely.
01:54Anytime you and the team pass a particular milestone, reach a big goal, or
01:58receive recognition, don't steal the spotlight for yourself.
02:02Be sure to acknowledge everyone's contributions and make the team feel
02:05included in the win.
02:07It's also important to understand when to share the pain.
02:11When I say pain, I'm referring to challenges and difficulties that are not avoidable.
02:17These might include layoffs, lack of pay raises, undesirable travel, or
02:21other types of challenges.
02:22The rule here is always the same, to the extent possible,
02:26you share in the burden you are asking the team to undertake.
02:30For example, if they will not receive any raises this year, it would not be wise
02:34for you to accept a raise this year either.
02:37Another great way to demonstrate integrity is to make decisions based on the
02:42merits and not based on any other non-meritorious standard.
02:46In particular, be sure to steer clear of favoritism, which is a way of making
02:51decisions in a manner that benefits only your favorite people at work.
02:55Assign work based on the skills people have, not simply on how much you like them.
03:01One final great way to demonstrate integrity is to be willing to get your hands dirty.
03:06Whenever you ask the team to achieve a very difficult standard or to engage
03:10abnormal work, such as working on a weekend, you should be the first to sign up
03:14and participate arm-in-arm with your team.
03:18To build a track record of success as a leader, few things are as vital
03:21as strong integrity.
03:22When the team trusts you, they'll listen better and they'll perform at a
03:27higher level.
Collapse this transcript
Becoming a servant leader
00:00Until recent years, the common understanding of leadership might be described as
00:04mechanical and structured, maybe even cold.
00:07It involved things such as providing resources, setting goals, and
00:10measuring performance.
00:11These are still basic parts of leadership and organizational life.
00:14But today, we've evolved our thinking further to include a more progressive
00:18and compassionate understanding of how interpersonal relationships affect productivity.
00:24No longer are employees thought of as simple human resources to whom
00:27orders should be provided.
00:29Now, we recognize that employees are our colleagues and collaborators, our
00:33partners with whom and through whom progress is achieved.
00:36One of the most popular paradigms within this evolved view of leadership
00:40is servant leadership.
00:42Servant leadership is squarely focused on the need to build and develop your
00:46employees as your first priority.
00:49Servant leadership is predicated on the idea that helping others succeed, in and
00:53of itself, is a righteous goal.
00:55It's the right thing to do.
00:56Of course, as a great byproduct, when you work hard to maximize the growth
01:00of your employees, your team becomes more successful and thus, you become more successful.
01:05To become a successful servant leader, I want you to focus on these five
01:09particular behaviors that will guide you as you develop:
01:12committing to employee development, developing self awareness, listening
01:17effectively, feeling empathy, and promoting healing.
01:21Let's quickly consider each one.
01:24The first is a strong commitment to the growth of the people around you.
01:28This is the hallmark of servant leadership.
01:30You must have a sincere conviction to develop others based on a belief that
01:34people have an intrinsic value beyond their contributions as workers.
01:38That is why ultimately you seek to support your employees' professional
01:42and personal growth.
01:43How do you do that?
01:45It all starts with self-awareness.
01:47A servant leader understands their personal strengths and weaknesses.
01:51It's from a base of solid self- awareness that all of the other behaviors I will
01:55mention in a moment become possible.
01:57You will begin to build self-awareness when you spend time in honest reflection about
02:01your work and your work relationships.
02:03It also helps to seek out and utilize a few sources of candid expert feedback,
02:08for example, a coach or a mentor. Next is listening.
02:13Any successful leader must be a strong communicator which always includes strong
02:18listening skills. However,
02:20many leaders err problematically on speaking far more than listening.
02:24The servant leader knows that he or she will maximize the outcome of any
02:29conversation by listening liberally.
02:32This allows you to fully understand others' positions.
02:35It also allows you to seriously consider body language, which often indicates
02:38things that remain unspoken.
02:41Now let's consider empathy.
02:43A skill that is very important, though often considered more difficult to build.
02:47Empathy is the capacity to recognize emotions in others, which then allows us to
02:51feel some amount of compassion, caring, or concern in response.
02:56Being able to empathize with someone is partially driven by your
02:59personality, but it is also recognized as a skill that can be built through
03:03increased self-awareness.
03:05When you make empathizing with others a genuine focus, it won't be long before
03:10you start to understand them better.
03:12Another vital component of servant leadership is the ability to facilitate healing.
03:17Even great teams experience plenty of conflict.
03:20The difference is that great teams have the ability to heal wounds by laughing
03:24at themselves and making apologies when needed.
03:27When you model selfless behaviors, make your communication positive, and
03:30admit when you're wrong, you can turn conflict into a positive event that
03:35makes the team better.
03:37In the end, servant leadership is practical, through your focus on developing others,
03:42ultimately, you're building a stronger team.
Collapse this transcript
Increasing your authenticity
00:00If you think about what it means to project to others that you are a leader, you
00:04think of projecting competence and confidence.
00:07These are great characteristics.
00:09You project confidence through your words and all of your non-verbal behaviors,
00:13such as eye contact and tone of voice.
00:16You project competence, ultimately, through the work outcomes you produce.
00:20However, it's vital you understand that most successful leaders,
00:24that is the ones who create the strongest teams, are not merely confident and competent.
00:29They are also real, raw, somewhat unfiltered, what many refer to as authentic.
00:36To be authentic means to be open, to show your humanity, to maintain
00:40flexibility, to be humble, and to always model the way.
00:45These are the characteristics that allow your confidence and competence to
00:49have maximum impact.
00:51I'll admit that some view these behaviors as slightly risky, as if they somehow
00:55indicate a lack of strength.
00:57That's not accurate.
00:59In fact, it's just the opposite.
01:01So, let's briefly consider each behavior.
01:04To begin, remember to remain open as a decision-maker.
01:07Recall the three major approaches to decision-making:
01:10Autocratic, Collaborative, and Democratic.
01:13Autocratic is one-way, you are giving directions.
01:16Collaborative is a two-way dialogue, you receive input and then make the call.
01:20Finally, democratic is purely driven by the employees, not you.
01:25The point here is simple but powerful.
01:28Compared to the typical professional, an authentic leader is more careful to
01:32err on liberal use of the collaborative approach and to a lesser extent, a
01:36democratic approach.
01:37The authentic leader also understands what it means to be human.
01:42Here, I'm referring to those things about us that indicate ways we are all imperfect.
01:47In order for your team to see you as a complete human, they need to know more
01:52about you than all of your successes.
01:54Think of your past professional mistakes, failures, and learning moments.
01:58A few times each year, find an appropriate time to share one or more of
02:02those with the team.
02:03This will make everyone on the team see you as more real.
02:07It also makes them more willing to engage the process of professional growth.
02:12An authentic leader is also flexible.
02:16Just because you have the authority to make decisions, doesn't mean you
02:19always have to be right.
02:20Most of the time, you will find it advantageous to stick to your guns when
02:24you make a decision.
02:25However, it's very useful a minority of the time, to relinquish your position
02:30and allow others to speak up.
02:32When done only on occasion, this helps you be seen as fair and reasonable as a
02:37teammate, just as much as a competent boss.
02:40Next, let's consider the issue of humility.
02:43Humility refers to an aspect of intelligence which keeps us from thinking too
02:47highly or too often about ourselves.
02:50It helps us maintain a bit of modesty by keeping us focused on how much we have yet to learn.
02:56You can be very bright and very accomplished, but without humility, you risk
03:00being viewed as arrogant or conceited.
03:03You can demonstrate humility by asking questions to reveal to others what
03:07you don't yet know.
03:09Another way to show humility is by promoting your employees to others more than
03:13you promote yourself.
03:15Finally, you can demonstrate humility by looking for opportunities to share
03:19authority even when you don't have to.
03:22Here's one last characteristic of an authentic leader.
03:25They consistently model the way.
03:28They do not merely espouse useful standards of behavior or performance, they
03:32demonstrate them effectively everyday.
03:35Consistently matching your behaviors to your values and standards makes you real and human.
03:40Confidence and competence are great, but the best leaders are truly authentic.
Collapse this transcript
4. Communicating Effectively
Communicating proactively
00:00Effective communication is proactive.
00:03To be proactive refers to ways you can help your audience hear you and make
00:07sure you hear them.
00:08Yes, what you actually say to someone matters a lot, but what you say is only
00:12one variable that determines how effective your message will be.
00:15Stated differently, it's not always what you say, but when you say it and how you say it.
00:21Let's consider several different tactics to help you communicate proactively.
00:27First, let's think about timing.
00:29Everyday, professionals are pressed up against deadlines and a seemingly never
00:32ending list of tasks to be completed.
00:35Combine that with our level of efficiency and we often communicate too
00:38little with others.
00:40What I want you to remember is that Benjamin Franklin was correct, "An ounce of
00:44prevention is worth a pound of cure."
00:47Being proactive, matters.
00:49So let's break it down.
00:51What does being a proactive communicator mean?
00:54When you're speaking with someone, look for important nonverbal cues.
00:57Be careful to watch the eyes and the forehead for any signs of confusion or disagreement.
01:02When you see them, finish your point, pause, and ask them if they're still with you.
01:06Now, if the look of confusion was strong, don't accept a simple yes but ask
01:10them to summarize or reiterate your main point so you can both be sure you're on the same page.
01:17Another great proactive tactic is to ask questions.
01:20This works equally well one-on- one or in small group settings.
01:24You can't assume that everyone clearly understands you.
01:27Once or twice while speaking, ask the person or team members if they have any questions.
01:32Try it again when you finish making your last point.
01:34By asking for questions, you'll build enough comfort in the interaction to
01:38encourage people to speak up on their own.
01:41One important aspect of being proactive is asking people to clarify.
01:46When you're not following what the speaker is saying or you sense the group
01:49isn't following along either, speak up.
01:52Don't interrupt, but don't miss your chance to speak up at the right time.
01:56Remember, an ounce of prevention will save you a lot of headaches later.
02:00The last aspect of being proactive involves predicting challenges before they arise.
02:07I know you're busy, but there's a small number of conversations you have
02:10everyday that are so important, you should prepare for them.
02:13Before entering a one-on-one conversation or a meeting, try to identify the one
02:18or two issues that are hot button issues.
02:20Issues others will wish to debate or will feel are difficult or challenging.
02:25Never let them surprise you.
02:26Be ready to address those most difficult aspects if you wish to address the topic at all.
02:32That is proactive.
02:34Finally, let's briefly consider the role of Candor versus Civility.
02:39Civility means to be nice, positive, and congenial.
02:42Candor refers to straightforward, candid, and sometimes blunt conversation.
02:47Both are important aspects of interpersonal communication.
02:51Civility is vital, but candor is even more important.
02:55Too much civility is often used in order to avoid hurting others' feelings.
03:00What is even more important is complete clarity about the topic at hand and
03:05everyone's perspective about that topic. That's candor.
03:09Give everyone the best chance possible to understand you.
03:12When you communicate with others, remember, use the techniques we've just
03:16discussed and be proactive.
Collapse this transcript
Understanding communication options
00:00You communicate many messages everyday and each one has a different level of importance.
00:05For any given message, first, ask yourself, how important is this message?
00:09The more important the message, the more you must work to ensure it's
00:13understood properly.
00:15Your second task is to choose the best communication option.
00:18Is it telephone, teleconference, instant message?
00:21Here's a great rule of thumb, when in doubt, choose the highest quality option.
00:26If you don't choose the highest quality option, you're asking to be misunderstood.
00:31Today we have more communication options than ever before, thanks to the
00:34evolution of technology.
00:36Every communication option represents a trade-off between efficiency, how
00:40fast communication takes place, and effectiveness, how fully your message is received.
00:46For example, consider these classics, written memos or reports.
00:50Compared to modern technologies, they are much slower to distribute, though they
00:53do provide a tangible record of communication.
00:56Similarly, email provides a record and it's very fast and efficient.
01:00As opposed to texting or using an instant message, email affords you the
01:04opportunity to craft longer messages and to attach any relevant documents.
01:09Email today remains very popular, though it's overused, if not abused on a regular basis.
01:15There are two main reasons we misuse email all the time.
01:18First, we use email as a way to avoid conflict.
01:21Instead of speaking to people about difficult situations, we often hide
01:25behind our computers.
01:26The second main reason we abuse email is because we wish to formally document
01:30all of our communications.
01:32As a result, many conversations that should have been, for example, face-to-face
01:36or on the telephone, are relegated to email.
01:39Here's my advice, you use email when higher quality options aren't available.
01:45Further, if you're feeling emotional about a difficult situation, don't be in a
01:48rush to hit the Send button.
01:50Be a thoughtful editor or let the message sit in your Draft Folder for an
01:54hour or an entire day.
01:56After the emotions subside, you can either choose to have a one-on-one
01:59conversation or carefully write the message you really wish to share.
02:03One final thought, don't be seduced by the instant gratification offered by
02:07texting and instant messaging.
02:09They are useful, however, it's well- known that we send error-filled messages all
02:14the time, and since these messages are much shorter than emails, the damage
02:18caused by the errors can be much larger.
02:21So use these options sparingly.
02:23The most important point here is that the very best option is
02:27face-to-face communication.
02:29Only face-to-face do you hear the words most clearly, see all the non-verbal
02:33cues, and have an opportunity in realtime to ask questions and correct course if needed.
02:40Every message you share is unique.
02:41So be sure to think about how to communicate it.
02:44For very important messages, go face-to-face, use the telephone, or
02:48video conference options.
02:49For messages of modest importance, email might be just right.
02:53For urgent or for very simple messages, texting or using IM might be perfect.
02:59In the end, you have many communication options from which to choose.
03:03You'll become an effective communicator when you learn to match the needs of the
03:06message with the proper mode of delivery.
Collapse this transcript
Making feedback work
00:00Among the many types of communication one might have at work, few are as
00:04important as giving performance related feedback to others.
00:07Some professionals will refrain from giving feedback they feel would be useful
00:11in order to avoid conflict.
00:13Other times, they will correctly choose to deliver a feedback, but their
00:16delivery isn't good.
00:18As a result, they unintentionally damage relationships.
00:21Good news, it doesn't have to be that way.
00:24The basics of delivering great feedback are well known.
00:26If you pay attention to the following approaches, you will dramatically increase
00:31the odds that your feedback actually helps others.
00:35First, good feedback is very specific, not general or vague.
00:39Never tell someone they can do better without specifying or quantifying exactly
00:43how they could perform better.
00:45Similarly, if providing critical feedback, don't simply say the work does not
00:49meet your expectations, but instead, clarify in very concrete terms the
00:54particular ways the work did not meet expectations.
00:57For instance, instead of saying:
00:59you can perform better or I expect more, you could say:
01:03I think sales could be 10% higher over the next three quarters in both of your territories.
01:09That's a good example of specificity.
01:11Next, good feedback is always delivered positively.
01:16You will often need to deliver critical or difficult feedback, but even that
01:19type of feedback can be delivered in a positive light.
01:22It all depends on how you frame your comments.
01:25For example, you can tell someone they failed to meet the production standard by
01:2930%, that's a negative frame.
01:32Or, you can tell them you wish to help them seize the opportunity to reach the
01:36standard during the next performance period.
01:38That's a more useful positive frame.
01:41It's also important you give people the right amount of feedback, because
01:45everyone is different and has a different ability to successfully digest
01:48feedback, I want you to use this rule:
01:51Only give someone as much feedback as you feel they can honestly take;
01:55give too little, you're not being aggressive enough;
01:57give too much, you inadvertently risk offending the person.
02:01Based on what you know about them, strive to provide what they need without
02:05exceeding what they can take.
02:07Finally, great feedback is two-way; not one-way.
02:11It is very important for you to deliver performance feedback you wish to deliver.
02:15It is equally true that people often listen and care about feedback to the
02:18extent they felt part of a conversation, as opposed to merely receiving comments from you.
02:24Creating an active dialogue is always the best choice.
02:26After you've thought about the content of the feedback you wish to deliver,
02:30consider the conditions under which your delivery will be most successful.
02:35First, remember that great feedback is delivered in person when possible.
02:40The more important or difficult the feedback, the more you should show respect
02:44by delivering face-to-face.
02:46Great feedback should also be delivered as quickly as possible, so that it's relevant.
02:51The more time that elapses since the incident, the more fuzzy it becomes in the
02:55person's mind, so deliver feedback as soon as possible.
03:00Further, be sure to own any feedback you provide with liberal use of I statements.
03:05Such as, I rated you with three because, make sure they know these are your decisions.
03:11If you don't take ownership for your decisions, you come across as weak.
03:16It's also important to find an appropriate place to deliver feedback. Though it
03:20is acceptable to praise people publicly, always deliver difficult comments in
03:24private, and consider using their office or a neutral location, such as a
03:28conference room, as opposed to your office.
03:30By choosing a neutral location, you'll find that people are more able to hear you clearly.
03:37Providing performance feedback is a huge part of being a leader, but it can be
03:41more difficult than it seems.
03:42Use these guidelines we've discussed here to ensure that your feedback leads
03:46to positive change.
Collapse this transcript
5. Creating Productive Meetings
Knowing when to have a meeting
00:00Meetings are overrated.
00:02Now, I'm not talking about the simple one-on-ones we often have.
00:05I'm referring to a meeting that involves several people.
00:08We often call meetings for a variety of unproductive reasons.
00:12First, people often assume that if any decision is to be made, a meeting
00:16should be scheduled.
00:17It is only fair to make a decision when we've had a great team debate, right? Not really.
00:23The first rule of meetings is when in doubt, do not call a meeting.
00:27In practice, the opposite is often true.
00:29For example, having a meeting on a regularly scheduled basis every week, just
00:33for the sake of it, is not a defensible rationale.
00:37To give updates on a project in a meeting with the same people at the same time
00:41every week, might be productive and it might be a waste of time.
00:45What people fail to realize is that any meeting comes with many
00:48difficult overhead costs.
00:50To have a meeting, you have to schedule a time, which can be difficult if
00:54many people are invited.
00:55You also have to spend time planning the meeting.
00:58That doesn't even include the lost productivity that happens during an actual meeting.
01:02When a group is in a meeting, there are many people with different
01:05agendas, views and concerns.
01:08In some ways, these differences create quality conversations.
01:11In other ways, they cost the team extra time and harm productivity.
01:15Many organizations are starting to agree.
01:18We have to be smarter about when to call meetings.
01:21Here are the five major justifications for calling a meeting.
01:25First, call a meeting when you must make particularly large or important
01:29decisions about which the team cares a lot.
01:32In that case, the face-to-face forum allows you to have the discussion you need.
01:36Think of it this way, if the team will expect to have a voice in the
01:40decision, consider a meeting.
01:42Next, use meetings to make major announcements.
01:45When particularly large events have happened, strategic directives have
01:48been announced, or big unexpected changes have occurred, consistency in
01:53message delivery is vital.
01:54For example, maybe the organization has decided to acquire another organization
01:59or maybe key government regulations just changed that will affect the team.
02:03Delivering messages like these uniformly to everyone at a meeting can be very useful.
02:09Another good reason for a meeting is the classic kick-off meeting.
02:13For a new or large scale projects, a kick-off meeting provides many benefits.
02:17These include the ability to fully explain the new initiative, to ensure team
02:21member role clarity, and to set goals and expectations concerning performance
02:25for the new project.
02:27A kick-off meeting also allows the opportunity for team members to ask
02:31questions, allowing you to establish a two-way dialogue in order to ensure that
02:35everyone is on the same page.
02:38Another great reason to have a meeting is called a premortem.
02:41A premortem is a meeting designed for imagining all of the things that might go
02:46wrong once the project goes live.
02:48It's a type of planning meeting that should result in the identification of a
02:52small number of issues that might become challenges or obstacles while
02:56working on the project.
02:57It's a great time to proactively and preemptively decide on a strategy for
03:01dealing with these predictable bumps in the road.
03:05In contrast to a premortem is the postmortem.
03:08Following the completion of any large effort, it is useful to call a meeting
03:12to gain closure and to ensure learning is captured in a way that benefits future projects.
03:17Think through the problems that were solved, the solutions that were used, the
03:20resources that were employed, and any new contacts the group made.
03:24Find a way to capture all of that, so later, the team doesn't have to reinvent
03:28the wheel when facing similar challenges.
03:31The postmortem is also a great time to say thanks and to recognize achievements.
03:36Meetings can be terribly useful, but often aren't.
03:39If you're facing one of the situations we've just discussed, great! Call a meeting.
03:43Otherwise, resist the urge and instead, rely on individuals or subgroups of
03:48individuals as a more efficient means of getting the work done.
03:52If you do, you'll find yourself having fewer, but more productive meetings.
Collapse this transcript
Deciding who should attend a meeting
00:00Let me ask you a question, what is the right number of people to have in a meeting?
00:04If your goal is to maximize productivity, how many people should be there?
00:08This is something of a trick question.
00:10There is no actual correct number, but there is one great guideline.
00:15Invite the smallest number of people honestly required to get the job done.
00:20Remember, adding people to a recurring meeting when necessary is easy.
00:25Removing people is next to impossible.
00:28In addition, it is smart to try to minimize the levels of hierarchy present in any meeting.
00:33Generally, the fewer levels present, the more robust the conversation.
00:38When thinking about inviting someone to a meeting, remember,
00:40when in doubt don't extend the invitation.
00:43If you do invite someone, be sure that they are one of the three main types of
00:47people who belong at a meeting:
00:49the experts, the affected, and the sponsors.
00:53The experts are the people with detailed knowledge and the relevant talent
00:57related to the topic at hand.
00:58The experts provide the fine grained expertise, the in-the-trenches operational
01:03knowledge required for success.
01:05Next, we have the affected.
01:07Which individuals or groups will be forced to live with the decisions to be
01:10made at this meeting?
01:12They are the affected and they often make great meeting participants.
01:16Having them present helps lay the groundwork for the future implementation of
01:19any decisions made during the meeting.
01:22We must also consider the sponsors.
01:25Most meetings need a sponsor.
01:27This is a higher level person who openly supports the project and the work of the team.
01:31The more important the project, the more you must clarify sponsorship.
01:36Though they only need to occasionally attend meetings, a few appearances will
01:39make their presence felt and will signal genuine support.
01:43Thus, everyone involved will understand the importance of the work to be done.
01:47Unfortunately, as opposed to only inviting the people we just discussed,
01:51people in charge of meetings often invite a lot of people who really do not need to attend.
01:56Let's be clear, there are at least three types of people you want to avoid inviting.
02:01Don't invite too many experts beyond the number you honestly believe are required.
02:05If you have 20 engineers with the needed knowledge, you don't need to invite all of them.
02:10Recall that your goal is to invite the fewest needed people.
02:14Also, don't feel compelled to invite someone simply because they have been
02:18associated with the topic in the past.
02:21Many people feel that inviting someone like that is a type of courtesy. No!
02:25Unless they are the expert or sponsor you currently need, don't allow your
02:29meeting overhead to grow by inviting non-essential personnel.
02:33Finally, and this is a big one, you don't want to invite people you feel are
02:38necessary only for political reasons.
02:40A political appointee at a meeting is someone you feel you should invite,
02:44because if you don't, you think some other leader might feel shunned or annoyed.
02:49Anytime someone is at the meeting and people wonder why or perceive it as
02:52political, the conversations will be stale and the meeting will be unproductive.
02:57Nothing will ruin a great collaborative conversation in a meeting faster than
03:01the presence of a spy.
03:03Meetings don't have to be bloated and unproductive, not if you focus clearly on
03:07inviting only the right people.
03:09That's the experts, the affected, and the sponsors.
Collapse this transcript
Effective meeting rules
00:00Even if you know when to call a meeting and who to invite, that doesn't mean
00:04you'll necessarily have a productive meeting.
00:06Without a clear plan and decent facilitation skills, it is very easy for highly
00:10skilled professionals to gather for an hour or more, yet accomplish nothing.
00:15Every great meeting operates within certain parameters defined by a few
00:19thoughtful mutually agreed upon rules.
00:22After initial social interaction cease and the meeting begins, it's useful to
00:26briefly note any relevant meeting rules.
00:29There is no one set of perfect meeting rules, however, here are several common
00:33ideas for you to consider.
00:35First, make rule number one, the need for all members to arrive on time and prepared.
00:41Meetings have a palpable and emotional mood.
00:44Nothing spoils the mood in a meeting quicker than participants who show up
00:48late and unprepared.
00:50Next, clarify the meeting boundaries.
00:52Start by stating the goal for the meeting and any general comments about the
00:55scope on the topics to be addressed.
00:58This rule reduces the likelihood of the dreaded Scope Creep.
01:02Scope Creep is the unintended and unexpected shifting of direction into topics
01:07not central to the purpose of the meeting.
01:09It is also useful to note important, acceptable and unacceptable
01:13behaviors during the meeting.
01:15Aside from showing up on time and prepared, here are several common examples.
01:19Be critical, but also positive.
01:22No interrupting others or no unnecessary use of electronic devices during the meeting.
01:26One of the most important meeting rules involves decision-making.
01:31Specifically, the group will benefit from agreed upon rules for making decisions.
01:36First, let's mention what not to do.
01:38Don't overuse simple voting techniques.
01:41Voting always has winners and losers.
01:45Instead, consider this approach, the single most important method is to strive
01:49for consensus through discussion.
01:52Sometimes, however, consensus is difficult even in high-performing teams.
01:57Ask people whether or not they are meaningfully bought in.
01:59For example, a 70% rule;
02:02if someone is 70% in agreement, then they agree to support the group's decision.
02:06A rule like this allows us to make progress when consensus is difficult.
02:11One last great meeting rule concerns penalties.
02:15If you don't follow the agreed upon rules, there should be penalties. Why?
02:19Because all great teams know that behaviors have consequences.
02:24Think about simple ideas such as having to put a dollar in the team's lunch
02:27fund if you arrive late.
02:29Your use of penalties can and should be fun, but actually using them is very
02:34important if you want a positively shaped meeting behaviors.
02:38Meetings don't have to be too long and unproductive.
02:41I want you to develop your own version of the rules we just discussed.
02:45When you do, they will help you accomplish more at each and every meeting.
Collapse this transcript
Meeting tools and roles
00:00You can make every meeting better by using the right tools and by understanding
00:04which roles members need to fill.
00:06Let's start with meeting tools.
00:09The three most important meeting tools are the agenda, the parking lot, and
00:13team member homework.
00:14Contrary to popular opinion, creating and using an agenda doesn't have to be complex.
00:19However, it must be clear and facilitated correctly.
00:23Pay attention to these core elements of meeting agendas.
00:26Start by making it known who is formally responsible for creating the agenda.
00:31Someone must own the process of assembling and ordering the topics.
00:36Next, realize all great agendas follow a schedule.
00:39Before the meeting ever begins, people must know when to submit any issues they
00:43wish to be included in the agenda.
00:45Make sure the deadline is set several days before the meeting and then make sure
00:50the deadline is clearly advertised to all attendees.
00:52It's also important to ensure agenda integrity.
00:57You want to stick to the list of issues on the agenda.
01:00There might be occasional exceptions;
01:01but this is a great rule.
01:02Further, the order of the items should be fairly strictly followed since they
01:07were assembled in order of importance.
01:10Try not to let personal interests, avoidance of difficult decisions, or overt
01:14political moves change the order of the agenda items.
01:18The next tool is the parking lot.
01:20It helps you avoid Scope Creep, which was mentioned earlier.
01:23The parking lot might be a computer file, a white board, or a pad of paper used
01:27to document important work-related tangents that pop up during meetings.
01:32If someone brings up a topic that needs to be addressed, but not now, given the
01:35scope of the current meeting, it goes in the parking lot to be reviewed later.
01:40When used effectively, it's a great way to capture important ideas and validate
01:44member participation while keeping you on track.
01:48The final tool is simple, but terribly important, homework.
01:52All members must commit to showing up prepared by having completed any assigned
01:56reading or analysis.
01:58If someone has not done their homework, you guessed it,
02:01the team just might want to impose a simple and fun penalty as a reminder.
02:06It's also useful to mention the three most important roles that support
02:11productive meetings.
02:12They are, the facilitator, the scribe, and the devil's advocate.
02:17The facilitator is a process observer who watches for adherence to the meeting
02:21rules, monitors behaviors, and tries to protect the agenda.
02:25The scribe is a note taker, who captures everything relevant at the meeting and
02:29later disseminates it electronically to all attendees.
02:33Lastly, we have the devil's advocate.
02:35This is the person who questions lazy assumptions and speaks up to ensure that
02:39the group properly considers alternative views when making decisions.
02:44Here's a great tip, if needed, formally appoint a devil's advocate for each meeting.
02:50Last but not least, be sure to remember to end meetings with clear agreement as
02:55to what has been accomplished, what is not yet complete, who has what
02:59responsibility moving forward, and when any future meetings will take place.
03:03If you use the right tools and know which roles to fill, you can significantly
03:09increase your odds of having a successful meeting.
Collapse this transcript
6. Using Authority Successfully
Asserting your authority
00:00In your first few weeks as a leader, you have some seemingly opposing goals.
00:04On the one hand, you must establish quality rapport with your team.
00:08You have to create open communication and be seen as genuine and authentic.
00:12On the other hand, you have to establish that you're the boss.
00:15You have to clarify real goals and expectations.
00:18And yes, you need to find a proper way to assert your authority.
00:23In reality, they're not competing goals.
00:25Let's talk about what authority means and then consider a few ways you can
00:29assert your authority in a productive and just fashion.
00:32Authority is seen as the legitimate right of a person to exercise influence
00:36and make decisions.
00:38For example, managers typically have the authority to assign work, hire
00:41employees, or order materials and supplies.
00:45However, just because you have authority does not mean life is now easy.
00:49You need to understand how to use authority effectively.
00:53As a new manager, keep in mind these helpful tips. Start small.
00:58You have a choice as a new manager when it comes to asserting authority.
01:01You can do a cannon ball and jump in the deep end of the pool or you can
01:06politely stick your toe in the shallow end.
01:08When you look at the team and you view things you wish to change and improve,
01:12your best bet is to start with a small and measured target.
01:15Gain success there and then build towards larger targets.
01:19Another great strategy is to leverage your authority by co-opting key employees
01:23involved in the issue.
01:25Co-opting refers to turning a potential detractor into a supporter.
01:30If you can predict a person or two who might present a challenge later, talk to
01:34them now to gain their input as a means of avoiding future conflict.
01:38You might even consider putting them on the team.
01:41Finally, a classic way to enhance the effectiveness of your authority is to
01:45find at least one pro-employee change you can make in the first few weeks of your tenure.
01:50For example, you might cancel a work attire policy the employees don't like.
01:55Or, you might change a vacation policy in a way they desire.
01:59A quick win like these shows employees that you sincerely see their needs.
02:03Under these conditions, they are much more likely to support you on other
02:07unrelated decisions.
02:09Authority is your right to act, but strangely, it's not always easy to use.
02:14Just because you have authority, doesn't mean they will follow your orders the
02:17way you want them to.
02:19Use the tips we've discussed to make sure your authority actually supports
02:23great team performance.
Collapse this transcript
Looking back to move forward
00:00Typically, new leaders have lots of energy, creativity, and a vision for their new team.
00:05However, the degree to which your employees buy in to your vision for moving
00:10forward has a lot to do with the respect they feel you have for all that came before you.
00:15Thus, in many ways, your ability to move them forward has a lot to do with your
00:20ability to look back at where they've been.
00:23Understand that their current team culture is the result of an evolution over time.
00:27Knowing this is important for any new leader, but especially for a new leader
00:31who is not a former member of the group.
00:34Before announcing new performance standards, new projects, new long-term
00:38goals, do yourself a favor and complete the legwork required to understand
00:43the team's history;
00:44how they got where they currently are.
00:46You want to be able to adequately describe for yourself, the team's current
00:50culture, be able to understand and appreciate major key employees and leaders
00:54from the past, and strive to learn about any key incidents that have occurred
00:58over the last few years.
01:00Many times, new leaders rush to make changes in order to make their mark.
01:05They often view employees as mere human resources, instead of unique individuals
01:10who contribute to a unique team culture.
01:13Team Culture generally refers to a shared understanding of how we tend to behave
01:18and perform; the normal way the team functions.
01:21This existing team culture should shape how you make and execute decisions as the new leader.
01:27The current culture evolved, thanks in part to key players, some of whom might
01:31still be in the group or elsewhere in the organization.
01:34Believe me, certain historically interesting players cast very long shadows
01:39that are still around.
01:40For example, imagine a past successful leader of the team who was fond of
01:45walking around informally on a daily basis to keep in touch with his team.
01:49Someone who made sure to visit all levels of the organization and who knew the
01:53names of everyone from the janitor to upper management.
01:56This was his way of developing rapport with employees, which has now become
02:00part of the culture.
02:02You don't have to emulate every behavior like this, but it might be a mistake
02:06not to incorporate some of it into your own leadership style.
02:10Aside from key players, there will also be a handful of key incidents that have
02:14had a strong influence on the team's current culture.
02:16For example, these might have included the hiring of a particular person, a
02:21project that was an amazing success or failure, or maybe a time when the group
02:25merged with another group.
02:26These types of big historical incidents will pop up in people's thinking and
02:31conversations, so you'll benefit from knowing what they're talking about.
02:35The good news is that learning these types of things is not difficult.
02:38In your first days, spend time speaking with your new boss, your new peers,
02:43and most importantly, your team, to solicit their understanding of the team's shared past.
02:49As a result, when you begin to press forward with needed changes, you will have
02:53a strong appreciation for how to shape and discuss your proposals in a manner
02:57that shows respect for the group's history.
03:00That makes you an informed leader worth listening to.
03:03The better you understand the past, the quicker you can move forward.
Collapse this transcript
Developing a lieutenant
00:00Every leader needs a great second in command, a lieutenant, a reliable
00:04collaborator and go-to person.
00:07It's important that this be an informal understanding not a formal position.
00:11Your lieutenant helps you deal with the fact that you can't be in two places at once.
00:16They actually fill several roles.
00:18Here are the most important ones.
00:20Your lieutenant can stand in for you when needed.
00:23As a leader, you'll learn that your most precious resource is time, because time
00:28is so limited, you cannot court every customer or attend every meeting.
00:32Your lieutenant can help keep you in the loop by sitting in for you when needed,
00:36taking great notes and keeping you connected to a wider array of activities.
00:41Next, lieutenants are often great at initiating followership in tough situations.
00:46Sometimes when tough decisions have been made, it's difficult to mobilize support.
00:51Even if you've been transparent and collaborative with the team, they won't
00:54love every decision.
00:56However, once one person shows support, others are far more likely to follow.
01:01In this sense, the lieutenant can become a catalyst for decision support.
01:05Lieutenants can also serve as a great conduit for feedback from the team.
01:10You might recall from an earlier video, our discussion of the status bubble,
01:13that odd interpersonal barrier that surrounds you simply because you've assumed
01:18a higher level position in the hierarchy.
01:20This information filtered deeply skews the timeliness and quality of the
01:24messages you receive.
01:26A good lieutenant can bridge that gap to provide you unfiltered feedback about
01:30how the team feels regarding the issues of the day.
01:33Another great role for the lieutenant is serving as your personal devil's advocate.
01:38In an earlier video, we mentioned the devil's advocate, that person willing and
01:42able to speak up and question the direction of the group's work.
01:45Here, we're referring to someone willing and able to privately question your
01:49assumptions when needed.
01:51Grant your lieutenant this right and they will often increase the quality of your thinking.
01:57Finally, realize that your lieutenant may be a huge part of your
02:00personal succession plan.
02:02Believe it or not, one of the main reasons you might be overlooked for promotion
02:06is because you're great at what you do right now, and the leaders over you are
02:10not confident someone else can do as good a job as you have done.
02:14Developing a strong lieutenant gives them an option to replace you when you
02:18receive a promotion.
02:19It is also important to note what a good lieutenant is not.
02:24A lieutenant is not a clone of you.
02:27You don't want someone with identical views and approaches to issues.
02:31While some overlap is inevitable, foster their growth as a unique professional.
02:36A lieutenant is also not a yes man.
02:39The yes man is that person who always without exception, seeks to affirm
02:44whatever the boss says and does.
02:46A great lieutenant is an honest broker, not simply trying to gain your favor.
02:51Finally, a good lieutenant is not an enforcer.
02:55Sometimes leaders who don't like conflict will allow a team member to handle
02:58difficult work for them, such as monitoring people to ensure a new policy is
03:03being followed, not good.
03:05A lieutenant is only effective when viewed by others as a positive
03:09respected member of the team.
03:11You can identify your lieutenant by simply observing the more confident
03:15and competent members of the team, especially those with above average people skills.
03:20You develop your lieutenant by using them as a sounding board to build their
03:24confidence, by offering them stretch roles to broaden their responsibilities,
03:27and by delegating to them a little work that is normally yours to complete.
03:32Leadership is a fun challenge, one that will fill your calendar to the limit.
03:36Don't try to do everything.
03:38Start developing a trusted lieutenant to assist you and you'll get more done
03:42while also developing the leadership pipeline for the future.
Collapse this transcript
Conclusion
Coping successfully with your transition
00:00Many people have talked about the loneliness of leadership that can't be
00:03avoided, a feeling of being isolated and without support.
00:07You can't agree to be a leader if you're not willing to sometimes stand alone.
00:11Even in the best team environment, there will be times when the direction the
00:14team or the organization needs to go involves making decisions which others will not like.
00:20Gaining a promotion into leadership is likely to be one of the most
00:23challenging life experiences you will ever endure.
00:26Studies have shown that achieving that coveted promotion might be second only to
00:31going through a marital divorce in terms of the stress experienced.
00:35It sometimes feels like you're trying to climb a greasy pole and yet no one
00:38seems to be helping you.
00:40When you are first promoted, it feels momentarily amazing, then, quite
00:45suddenly, reality sets in.
00:47There is no clear manual on how to start.
00:49You are on your own and you might be unsure of what is really expected of you.
00:54That's normal when you find yourself in completely new territory.
00:58Please know, there are ways you can mitigate these possibilities and
01:02successfully make the transition.
01:04Consider using several of these effective coping strategies.
01:08Let's start with the most important strategy, seeking support from your network.
01:12I'm referring to your family, your peers, and maybe an outside professional
01:15mentor; but it's your family that comes first.
01:18Whether it is your partner or you parents, let them know about your new
01:22responsibilities and the stress that comes with it because the stress will not
01:26only affect you it will affect them.
01:28Let them know you need their support and understanding.
01:31Share your difficulties and concerns with them and embrace that conversation
01:36instead of keeping it all bottled up.
01:39Similarly, a small number of peers within the organization will prove valuable
01:43as sounding boards. Why?
01:45Because they have been exactly where you are now and you have the chance to
01:49learn what they've learned about surviving.
01:52Finally, further away in the organization or outside the organization
01:56altogether, securing a more seasoned mentor to talk with, can provide both
02:01stress relief and needed wisdom.
02:04Next, be sure to schedule time away from work.
02:07After your promotion, you'll feel a huge need to work around the clock as you
02:12ramp up your leadership learning curve. Resist that feeling.
02:15If you have vacation time scheduled, strive to keep it and while gone, try not to work.
02:21Small bits of time away from the office actually supports clear thinking while on the job.
02:27You can also battle stress by getting organized.
02:31Look at your workspace, your computer, and your files.
02:33Take time to organize all of it early in your new role.
02:37You want to feel in control, knowing where things are and that everything has
02:42its place can provide a much needed sense of calm.
02:46Finally, it's very important to pay attention to your diet and exercise.
02:51I know that our attention to diet and exercise sometimes waxes and wanes.
02:55I want to encourage you to make sure your promotion is an occasion for you to
02:58step up your game as opposed to using it as an excused to slip further into
03:04unhealthy tendencies.
03:05Piles of research tell us that a balanced diet and modest exercise combined with
03:09adequate sleep are often the very best coping strategies for stress.
03:14You are to be sincerely congratulated on your promotion.
03:17It's an honor to join the ranks of leadership.
03:20By now, I'm sure you know, it's also a serious responsibility, one that can
03:25sometimes be stressful.
03:26I'd like to encourage you to consider your leadership journey as a marathon not a sprint.
03:32If you'll take one step at a time and remember to use the coping strategies
03:36we've just discussed, you'll not only survive your transition, you will grow
03:40into a very capable leader.
Collapse this transcript


Suggested courses to watch next:

Managing Teams (1h 23m)
Todd Dewett


Leading Productive One-on-One Meetings (25m 30s)
Dave Crenshaw

Delegating Tasks to Your Team (50m 27s)
Britt Andreatta


Are you sure you want to delete this bookmark?

cancel

Bookmark this Tutorial

Name

Description

{0} characters left

Tags

Separate tags with a space. Use quotes around multi-word tags. Suggested Tags:
loading
cancel

bookmark this course

{0} characters left Separate tags with a space. Use quotes around multi-word tags. Suggested Tags:
loading

Error:

go to playlists »

Create new playlist

name:
description:
save cancel

You must be a lynda.com member to watch this video.

Every course in the lynda.com library contains free videos that let you assess the quality of our tutorials before you subscribe—just click on the blue links to watch them. Become a member to access all 104,069 instructional videos.

get started learn more

If you are already an active lynda.com member, please log in to access the lynda.com library.

Get access to all lynda.com videos

You are currently signed into your admin account, which doesn't let you view lynda.com videos. For full access to the lynda.com library, log in through iplogin.lynda.com, or sign in through your organization's portal. You may also request a user account by calling 1 1 (888) 335-9632 or emailing us at cs@lynda.com.

Get access to all lynda.com videos

You are currently signed into your admin account, which doesn't let you view lynda.com videos. For full access to the lynda.com library, log in through iplogin.lynda.com, or sign in through your organization's portal. You may also request a user account by calling 1 1 (888) 335-9632 or emailing us at cs@lynda.com.

Access to lynda.com videos

Your organization has a limited access membership to the lynda.com library that allows access to only a specific, limited selection of courses.

You don't have access to this video.

You're logged in as an account administrator, but your membership is not active.

Contact a Training Solutions Advisor at 1 (888) 335-9632.

How to access this video.

If this course is one of your five classes, then your class currently isn't in session.

If you want to watch this video and it is not part of your class, upgrade your membership for unlimited access to the full library of 2,025 courses anytime, anywhere.

learn more upgrade

You can always watch the free content included in every course.

Questions? Call Customer Service at 1 1 (888) 335-9632 or email cs@lynda.com.

You don't have access to this video.

You're logged in as an account administrator, but your membership is no longer active. You can still access reports and account information.

To reactivate your account, contact a Training Solutions Advisor at 1 1 (888) 335-9632.

Need help accessing this video?

You can't access this video from your master administrator account.

Call Customer Service at 1 1 (888) 335-9632 or email cs@lynda.com for help accessing this video.

preview image of new course page

Try our new course pages

Explore our redesigned course pages, and tell us about your experience.

If you want to switch back to the old view, change your site preferences from the my account menu.

Try the new pages No, thanks

site feedback

Thanks for signing up.

We’ll send you a confirmation email shortly.


By signing up, you’ll receive about four emails per month, including

We’ll only use your email address to send you these mailings.

Here’s our privacy policy with more details about how we handle your information.

Keep up with news, tips, and latest courses with emails from lynda.com.

By signing up, you’ll receive about four emails per month, including

We’ll only use your email address to send you these mailings.

Here’s our privacy policy with more details about how we handle your information.

   
submit Lightbox submit clicked