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5 Steps to Engage the Heart and Mind at Each Stage of a Conversation

by | Oct 10, 2023 | Active Listening, Communication, Engagement, Feelings

5 Steps to engage the heart and mind in a conversation

As a leader, you will navigate a business landscape demanding speed, adaptability, and courage. You’re faced with balancing swift decision-making with a need to initiate and engage in discussions on vital topics such as performance, profitability, and change management. These are important conversations, and let’s face it, they can sometimes feel tough.
The following five steps provide a framework to prepare key messages to achieve the objectives of the conversation (practical needs) and consider how to engage the heart and mind at every step, ensuring people feel valued, understood, supported, and respected (personal needs).

1. Open: Clearly describe the purpose of the discussion and explain why it’s important.

2. Clarify: Seek and share information about the situation. This step is often skipped, but remember you may not have the full picture. Be curious about the situation and listen with empathy.

If you demonstrate an understanding of the context elements, people are more likely to trust your intention. Overcome resistance by sharing data to support your perspective:

  • “I can see this caught you off guard. Why don’t I share the survey data, and we can discuss how to address the problem?”

Oversee this step if you are on the practical side of the continuum.

3. Develop: Use your understanding of the situation to seek and discuss ideas. Explore needed resources and support.

It is often useful to involve others to share their ideas and suggestions before offering your own. Involving people sparks their creative energy and can generate better ideas. But most importantly, when you involve others in the ideation, they will be more committed to putting their own ideas into action. Overcome resistance by sharing your own experience:

  • “What am I supposed to do now? I’ve never dealt with this before.”
  • “The first time this happened to me, it was a real blow to my confidence, but it helped me grow. Let’s come up with ways to mitigate the issues.”

  1. 4. Agree: Ensure understanding and agreement of who will do what and by when. If you end the discussion without agreeing on actions, you risk people leaving the discussion unclear about what to do next. Confirm how to track progress and offer support. Watch this step carefully if you are on the personal side of the continuum.

  3. 5. Close: The closing gives you a chance to briefly summarize what was discussed and agreed to. This helps ensure commitment to actions as well as builds both parties’ confidence and esteem in achieving the plan.

Source: DDI, 2023

“Constantly talking isn’t necessarily communicating.”
– Charlie Kaufman

Did you know this about disc?

DiSC is an assessment that aids with effective communication

DiSC Management

Management on Catalyst uses Everything DiSC to provide insights about an individual’s personal management style while also providing tips on how to improve the following management specific skillsets:

  1. Directing & delegating
  2. Creating a motivating environment
  3. Developing talent
  4. Managing up

Everything DiSC Management on Catalyst will guide managers with specific tips on how to perform these tasks with anyone on their team. The DiSC Management tips on Catalyst are unique because all of the information is personalized to the user. The insights provided are dynamically customized based on a user’s personality style.

4 Differences Between Learning and Development

by | Sep 26, 2023 | Continuous Learning, Executive Leadership, Influence, Leadership Development, Recognition, Trust

4 Differences between learning and development  

HR professionals are under a lot of pressure to prove that leadership development programs have a return on investment. When leaders’ time is precious and financial resources are limited, how do organizations get the most out of their programs? One way is to focus on the difference between learning and development. But what is the difference between learning and development?

Learning is defined as gaining new knowledge. Development is applying that knowledge to drive results and growth. When it comes to leadership, we simply can’t afford to build programs where leaders are learning but not developing.

For starters, if your leaders are learning but not developing, you might see one or more of the following:

1. The organization relies too much on self-directed learning.

It’s common to hear that leaders should own their development. Yes, it’s true that leaders should fully participate in development and try to apply what they’ve learned to get better. What this doesn’t mean is that we should only rely on self-directed learning.

Many organizations invest in huge online libraries of learning content. They promote them to leaders as a “one-stop shop” for building leadership skills on demand. Sounds great, right? As an added bonus, this content is often high quality and presented in a compelling way.

Unfortunately, this “build it and they will come” strategy doesn’t provide the same benefits as a more coordinated leadership development program. But what does a more coordinated program have? Leaders can also practice skills in a safe environment and socialize new behaviors while working with their peers.

Lately, leaders have been asking for more development experiences with a social component. In the era of virtual and hybrid work, leaders feel more isolated from their peers. According to DDI’s recent Global Leadership Forecast, their most desired development experience is instructor-led training. Meanwhile, self-paced digital learning is near the bottom of the list of preferred learning methods.

2. Leaders participate in programs but don’t change and grow.

Learning only becomes development when it’s applied on the job. When leaders go to training programs but don’t change their behavior, they may have learned, but they certainly haven’t developed.

Does this cause a lack of change and growth? It’s often a shortage of self-insight. Resources like 360 feedback tools and simulation-based assessments uncover blind spots. These resources also do a good job of showing leaders why they need to change and how they can do it. In addition, with the data and insights these tools provide, leaders become more committed to making a change.

Leaders also have a hard time changing when they feel their employee development isn’t connected to the organization’s business or cultural priorities. If the same learning programs have been in place for years despite significant changes to the organization, leaders may see the programs as outdated, irrelevant, or a mere formality. But how do top organizations avoid this? Regular leadership needs analyses are a good place to start. It can also be helpful for organizations to align development offerings with the challenges their leaders are facing today.

3. Learning is episodic and lacks “connective tissue.”

When learning is event-based and not part of a bigger development experience, it’s hard to build the momentum for meaningful leadership development. Leaders may have a desire to make the most of leadership development opportunities, but ultimately, they need guidance and direction to do it. As a leadership development professional, your job is to create that structure, accountability, and engagement.

For this reason, many organizations have adopted a learning journey approach. This approach treats development as behavior change that takes place over time. Leaders achieve behavior change through a focused mix of formal learning, one-on-one coaching, assessment, and online reinforcement tools (like job aids, microcourses, chatbots, and practice simulations). In a learning journey, leaders are given a road map for development as well as all the ways they can apply their learning on the job.

DDI research on the impact of learning journeys shows that organizations that adopt this approach are 3.4X more likely to have high-caliber leadership development. These organizations are also 2.9X more likely to have high leadership strength and 2.5X more likely to be financially successful.

4. Learners don’t have support from their leaders.

Learners have the best opportunity to develop when their own leader supports them with coaching. In this environment, learning is the means to better performance, but not the end. For learning to become development, the learner’s leader must challenge them to apply new skills and provide meaningful feedback.

Some well-meaning managers may send struggling leaders to training programs so that “HR can fix them.” While someone struggling with their leadership skills should certainly participate in leadership development, relying on HR to fix performance issues is a sign that the leader’s leader could play a more active role in their development.

Source: DDI, 2023

“If you cant fly, then run. If you cant run, then walk. And, if you cant walk, then crawl. But whatever you do, you have to keep moving forward”. 
– Martin Luther King Jr.

Did you know this about disc?

DiSC is an assessment that aids with effective communication

Your Colleagues

  • In the Your Colleagues section in Catalyst, users can:

    • Learn their colleagues’ strengths, when to pull them into a project, and what stresses them out
    • Compare preferences and tendencies across a range of workplace behaviors using the DiSC model
    • Gain access to tips that help them work better together in a variety of situations

    Many Catalyst users review this section before heading into a meeting or kicking off a new project with a coworker.

3 Steps on How to Lead with Emotional Intelligence

by | Sep 8, 2023 | Adaptability, Communication, Engagement, Feelings, Recognition, Respectful Workplace

how leading with emotional intelligence drives engagement

When emotions run high, it may be tempting for leaders to want their teams to discard their feelings at the door, focusing on the work at hand. But attempting to create a feelings-free workplace is never the solution. Leading with emotional intelligence will have a better short- and long-term payoff.

The problem is rarely that leaders are coldhearted. Rather, leaders feel the pressure themselves and are trying to control their own stress. They are faced with monumental tasks to pivot the company and their teams. They feel the weight on their shoulders to show a brave face for their team and keep the cogs turning. And it may seem counterproductive to focus on feelings when there’s so much work to be done.

But ignoring their team’s emotions can lead to disengagement. Employees may struggle to put in the bare minimum effort. And high-performing employees become a risk for burnout and leaving.

Not only do business results suffer, but it can take a deep physical and mental toll on employee health.

That’s why leading with emotional intelligence is so important.

Step 1: Acknowledge Personal Derailers

Remember the classic airline advice to put your own oxygen mask on before assisting other passengers? We recommend a similar approach to leadership. When leaders don’t have a handle on their own stress, they will struggle to support others. As a result, their negative personal tendencies, what we call derailers, start to show up under stress.

Derailers are the “dark side” of our personality, and we all have them. These include personality traits like becoming argumentative, controlling, or impulsive under stress. We can’t change our personalities, but we can learn to manage our reactions and responses under stress.

4 Ways to Manage Derailers

  1. Anticipate upcoming stressful situations and ask yourself, “What outcome do I really want?” Then, if you start to feel stress coming on once you get in the situation, PAUSE and count to 10 (or at least 5!). Taking a moment before you respond can help make sure you respond in a way that reflects your intentions.
  2. Acknowledge, but don’t celebrate your derailers. If you overreacted to something, you could apologize. But apologies wear thin after a while. It’s not OK to use derailers as a justification, i.e., “I’m sorry, but I just had to say that…I am impulsive.”
  3. Manage your physical and emotional health to support keeping yourself in the best state of mind.
  4. Practice, practice, practice!

HR and leadership coaches can also help leaders manage their own emotions. They can help identify leaders who are under the most stress and talk with them about managing their emotional triggers. They can also help leaders pause by asking key questions such as “Which upcoming situations are most concerning?” Or “What type of outcome is important to you?”

Then leaders can begin planning for the challenges ahead of managing their own emotions while leading with emotional intelligence.

Step 2:  Read the Room

Leaders need to work on recognizing emotions in others. In other words, they need to practice empathy.

However, some leaders confuse empathy with sympathy. Empathy is the ability to understand other people’s perspectives. Sympathy is feeling pity and sorrow for someone else’s misfortune.

Many leaders struggle to show empathy because they think it means they have to feel bad for the person or they can only respond if they have faced similar scenarios firsthand, i.e., “I’m sorry you’re feeling so stressed. I understand why you didn’t get the report done.”

But that’s not the case. Empathy does not require you to agree with the person’s opinions or actions. It’s simply the acknowledgment of how they’re feeling and why they are feeling that way.

For example, a leader can empathize by using a straightforward formula:

“It sounds like you’re_(feeling)__ because / about ___(fact)____.”  

In an actual conversation:

“From all you’ve shared, it sounds like you’re overwhelmed because there are so many competing priorities right now.”

Empathy also doesn’t require leaders to have the answers.

Leaders often fall into the trap of wanting to “fix” situations for their employees, but until they have demonstrated true active listening by capturing the facts, feelings, and showing that they understand how the person feels then they cannot move to the practical next steps.  Acknowledging feelings of uncertainty, stress, and pressure to perform goes a long way to helping people feel understood. As a result, they can feel more engaged and motivated to be part of the solution.

Step 3: Be a Part of the Solution

The final step is the one that drives results. As leaders get a handle on their own emotions and the emotions of their teams, they can start to mobilize people toward what needs to be accomplished.

Leaders can mobilize their teams by seeking three things:

  1. Seek perspective: “What do you see as the biggest impact from the changes?”
  2. Seek help: “Which priorities seem to be competing the most?”
  3. Seek ideas: “What’s a better way I can communicate the priorities so you truly know what is a priority?”

And then comes the hard part: Leaders need to listen to and act on their team’s feedback. That doesn’t always mean doing what teams suggest. But they do need to find a way to acknowledge and incorporate comments into the final solution. Even when team ideas won’t work, leaders can build trust by sharing rationale for why suggestions will not be incorporated.

Source: DDI, 2023

“When awareness is brought to an emotion, power is brought to your life”. 
– Tara Meyer Robson

Did you know this about disc?

DiSC is an assessment that aids with effective communication

Agile EQ Edition

Everything DiSC Agile EQ doesn’t just measure a person’s EQ. It provides a foundation for improving EQ by focusing on observable behaviors that are measured by DiSC.
Agile EQ helps learners understand their emotional responses by using both the language of DiSC and a new concept called Mindsets. The Agile EQ Mindset map helps learners recognize what behaviors are associated with the different mindsets(below).

5 Can’t Miss Keys to Fostering Innovation in the Workplace

by | Aug 30, 2023 | Active Listening, Adaptability, Feelings, Influence

5 keys to fostering innovation in the workplace

In business, it’s critical to adapt to and create change in order to stay ahead of the competition. When you foster a culture of innovation in the workplace, the payoff can be greater business achievement.

It can’t just be the members of your leadership team who are tasked with coming up with ideas to do things better or faster. It requires a commitment and input from all levels of the company.

  1. Create opportunities for sharing ideas

Does your organization have a culture of innovation? Can your employees come to you with ideas? Or do you regard questions and suggestions as disruptive?

When employees have the opportunity to be innovative and contribute to your company’s mission and goals, it increases their level of engagement. They feel a part of a whole and see how their work moves the business forward. It’s a terrific motivator.

Your goal is to create an environment where sharing ideas is OK. Be receptive and appreciative of your employees’ interest and input. While every suggestion may not be something the organization takes on, the ideas are worth considering.

Once you tap into the intellectual capital of your employees, you – and they – may be surprised at what you uncover. But you may find there are some who are reluctant to get involved; they’re likely afraid of failure or think their jobs aren’t innovative or creative.

To pave the way for employees who are reluctant, consider having a group brainstorming session. Ground rules should dictate that there are no bad ideas. This is also where you make sure the more timid employees have an opportunity to participate.

Consider having everyone write their ideas on index cards and tape them on the wall. Or for a hybrid and remote team, create a survey that’s always available for individuals to share ideas. Whichever you decide, this makes it so the idea is the focus of attention – not the individual. This will provide the opportunity for all to share ideas, not just the superstars.

  1. Provide the right resources

You have to give your team enough time, budget and encouragement to truly innovate. They need all three resources to be successful.

Time is usually the resource that’s lacking. There’s never enough of it – we get embroiled in the daily to-dos and don’t consider future needs.

This may require a shift in culture for your organization. Allowing time for brainstorming, research, testing, failure, recalibration and implementation is difficult. It takes commitment and planning. Innovation and creativity don’t happen without the investment of time.

What can you do to provide the resource of time needed to foster innovation in the workplace?

  • Set aside weekly chunks of time for team discussions about what’s working or not working – and how it can be made better.
  • Challenge your employees to help you overcome an obstacle with an inventive way of dealing with it.
  • Split them into teams for a friendly competition on problem-solving.
  • Offer training and development on creativity, change, teamwork and motivation.
  • Embrace failure as just another step toward getting it right.

As for budget, are there resources your team needs to be more creative?

Does everyone have the right digital tools that will help create innovative solutions? Is there additional training needed for increased learning and development in new areas of focus? What’s it going to cost you to bring out the innovation on your team?

Encouragement is the secret sauce in fostering innovation in the workplace. The first step is to make clear the company’s key objectives so that new ideas focus on what’s important for the organization.

The next step is to make your workplace a safe place to take a risk. Remember, not everyone wants to speak up for fear of failure or rejection. But everyone has ideas – it may just take some time and practice to get them to share.

For ongoing encouragement and learning, suggest books or articles on creativity and innovation to help employees find out how to tap into their own creative ideas.

You also could have employees spend time job-shadowing someone in the company. It just might spur one of them to do their job differently to align better with company goals.

If you’re open to hearing about it, your employees will likely embrace the opportunity to make a positive change. Most people are surprised at how innovative they can be, given a chance.

  1. Promote freedom and flexibility

As we’ve discussed in previous blogs on how various generations like to work, many employees are more comfortable working wherever they are, rather than the confines of a cubicle or traditional nine to five schedule.

They feel restricted – especially from an innovation perspective – if they’re required to work a certain way, at a certain in, following very specific instructions.

It’s largely because of generations Y and Z that organizations are reconsidering how employees get work done. We’re seeing more workweeks that include alternate days off, flexible schedules, longer workdays with more days off, varied start times, remote schedules, etc.

While some businesses can’t afford to organize shifts based on employee preferences – customer needs take priority – some organizations can be more flexible on when employee productivity happens.

When your employees are working at a time, place and pace that’s best for them, they’ll be more apt to offer creative and innovative ways for getting work done. And, if they feel they have the freedom to work in the way that’s best for them, they’ll likely feel more valued and be more engaged.

Innovation can flourish, and your bottom line sees the result when productivity and employee engagement are at their peak.

A side note: The perception that a company has an old-fashioned work structure may make it difficult to attract and retain employees.

  1. Build a diverse team

What is the design of your team? Is it a diverse group of thinkers?

News flash: If you’ve hired like-minded people of similar experiences, backgrounds, skill sets, mindsets, age, etc., you’re on a path to innovation failure. For innovation to make a real difference, you need a variety of ideas.

Take a fresh look at your team. If they’re all like you, make sure your next hire is somebody who breaks the mold. Then, listen to them. Innovation doesn’t work if you hire people with varied skills and experiences but insulate yourself from their ideas.

Encourage your staff to experience new things, brush up on professional development and tap into what’s going on in your industry. When they learn about trends or new concepts through education, invite them to figure out how to incorporate those into their work.

  1. Work to individual strengths

Find the right people for each task. This may be different than a job description. It’s about productivity and where their skill sets fit best. You can enhance your employees’ innovation when the skills and tasks align.

Let’s say you’re trying to streamline your processes for greater efficiency. You might gather a group of workers together and charge them with finding ways to restructure the process.

You could pick your top four superstars and turn them loose on the project. But take a moment to think about it: Is there someone whose natural bent can bring something different to the team? Someone you wouldn’t typically seek out for a special project?

What about Joe? Although he usually stays in the background and lets other shine – because he believes there’s really no “innovation” or “creativity” in his job – you remember something: He’s the guy who reads math and statistics books for fun.

Could Joe’s acumen be the catalyst for a new process at your company? Joe – who never thought innovation was part of his job description – is suddenly the company’s newest innovator.

Given his success on this project, he’s ready to tackle the next challenge. You’ve just unleashed innovation in the workplace!

“Innovation is taking two things that exsist and putting them together in a new way”. 
– Tom Freston

Did you know this about disc?

DiSC is an assessment that aids with effective communication

Conversation Starters

With Conversation Starters on Catalyst, teams have an easy and fun way to tackle common challenges that hinder performance and move to tangible change. By combining DiSC with simple discussion guides, teams can talk about personality-based differences and how they affect group performance.

You will:

  • Get to know each other faster
  • Communicate more clearly
  • Make better decisions together

Getting started is easy!

  1. Visit the Your Groups feature on Catalyst
  2. Create and save a group with people in your organization
  3. Click into Conversation Starters and choose a topic

10 Characteristics of a Good Leader

by | Aug 8, 2023 | Adaptability, Communication, Decision-making, Executive Leadership, Influence, Trust

10 Characteristics of a good leader 

No matter how much or how quickly the world changes — how automated or disrupted work and life become — one fact remains: outstanding leaders create a positive path forward for us all. But what does good leadership really look like?


Based upon our decades of research and experience in the field, we’ve found that good leaders consistently possess certain essential qualities. Read on to learn what they are, and how to begin cultivating these 10 characteristics of a good leader within yourself, on your team, and at your organization.

  1. Integrity

Integrity is an essential leadership trait for the individual and the organization. It’s especially important for top-level executives who are charting the organization’s course and making countless other significant decisions. Our research shows that integrity may actually be a potential blind spot for organizations. Make sure your organization reinforces the importance of honesty and integrity to leaders at various levels.

  1. Delegation

Delegating is one of the core responsibilities of a leader, but it can be tricky to delegate effectively. The goal isn’t just to free yourself up — it’s also to enable your direct reports to grow, facilitate teamwork, provide autonomy, and lead to better decision-making. The best leaders build trust on their teams through effective delegation.

  1. Communication

The best leaders are skilled communicators who are able to communicate in a variety of ways, from transmitting information to inspiring others to coaching direct reports. And you must be able to listen to, and communicate with, a wide range of people across roles, geographies, social identities, and more.

  1. Self awareness

While this is a more inwardly focused trait, self-awareness and humility are paramount for leadership. The better you understand yourself and recognize your own strengths and weaknesses, increasing your self-awareness, the more effective you can be as a leader.

  1. Gratitude

Being thankful can lead to higher self-esteem, reduced depression and anxiety, and better sleep. Gratitude can even make you a better leader. Yet few people regularly say “thank you” in work settings, even though most people say they’d be willing to work harder for an appreciative boss. The best leaders know how to demonstrate sincere gratitude in the workplace.

  1. Learning agility

Learning agility is the ability to know what to do when you don’t know what to do.
If you’re a “quick study” or are able to excel in unfamiliar circumstances, you might already be learning agile. But anybody can foster learning agility through practice, experience, and effort.

  1. Influence

For some people, “influence” feels like a dirty word. But being able to convince people through logical, emotional, or cooperative appeals is an important trait of inspiring, effective leaders. Influence is quite different from manipulation, and it needs to be done authentically.

  1. Empathy

If you show more inclusive leadership and empathetic behaviors towards your direct reports, our research shows you’re more likely to be viewed as a better performer by your boss. Plus, empathy and inclusion are imperatives for improving workplace conditions for those around you.

  1. Courage

It can be hard to speak up at work, whether you want to voice a new idea, provide feedback to a direct report, or flag a concern for someone above you. That’s part of the reason courage is a key trait of good leaders. Rather than avoiding problems or allowing conflicts to fester, courage enables truth-telling so leaders can step up and move things in the right direction.

  1. Respect

Treating people with respect on a daily basis is one of the most important things a leader can do. It will ease tensions and conflict, create trust, and improve effectiveness. Respect is about more than the absence of disrespect, and it can be shown in many different ways, but often starts with being a good listener.

Source: Center for creative leadership

“Leadership is the capacity to translate vision into reality”. 
– Warren Bennis

Did you know this about disc?

DiSC is an assessment that aids with effective communication

DiSC Quadrants

Although the DiSC dimensions form four distinct styles, it is probably more useful to think of the DiSC circle in continuous terms. Consider that each of the four styles blend into their neighboring styles much the same way that colors blend into one another on the color wheel. Red and yellow are distinct colors, but they both blend to form a new color, orange. In the same way, the D and i styles are distinct, but the space between them on the circle represents an equally distinct set of traits.