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Leading Through Change: Your Guide to Successful Change Initiatives

by | Mar 13, 2024 | Adaptability, Change Management, Communication, Engagement, Influence, Recognition

Your guide to successful change initiatives

When leading through change, you must manage your team’s progress toward your goal as well as your employees’ attitudes throughout the experience.

Sometimes managing change calls for grace periods as your staff absorbs and understands a transition. Sometimes it calls for realism that’s not too sugarcoated. At all times, change calls for strong, consistent communication from the top of the organization before, during and after a change cycle.

What do your employees want to hear during change initiatives?

1. “Here’s what’s happening, and here’s why”

When you know a change is coming, share the news with your employees as soon as possible. This initial communication, where you articulate the need for change in your organization, initiates the change cycle.

Your employees may go on to experience:

  1. Shock
  2. Denial
  3. Frustration
  4. Depression
  5. Experimentation
  6. Decision-making
  7. Integration

To soften the initial news, make the big picture clear, shedding as much light on the situation as you can. Explain why the change is important to your organization and how it will affect your company in a positive way.

The sooner your employees hear from you when change is coming, the more time they have to process it. And the better they understand the reasons behind a change, the easier it will be for them to get on board.

2. “Here’s how this is going to benefit you”

Don’t stop after you’ve explained how a change will benefit your business, even if you receive more support than resistance. Your employees may not articulate it, but they will probably be wondering: What’s in it for me?

You can gain your employees’ trust by anticipating these natural concerns. Consider how each group and individual will profit from the change. How will it make their work lives better? Be ready to point to these benefits when speaking with your employees. Look for ways to make the changes matter to them on an individual level.

3. “Here’s our goal”

Are you excited about what your organization will look like on the other side of this change? Invite your employees to envision it with you. Share your chief goal for the future, and reference it often.

Each person must decide to push through the discomfort that change requires – it will take some employees longer than others – and join you in working toward a new goal. Having a clear target can keep your team unified and encouraged even as they process and adapt to change at different speeds.

4. “I don’t have all the answers, but let’s talk through this”

You’ll speak openly. You’ll speak clearly. You’ll speak confidently. But will you speak vulnerably? And will you ask your employees to share their thoughts, too?

To lead through change well, you should strive for openness. Be transparent addressing the questions you don’t have answers to. Make sure your team is comfortable sharing their thoughts and questions.

If successful, you’ll appear more genuine and trustworthy. Transparent leadership, coupled with the opportunity to share opinions, gives your employees a greater sense of control over the situation, too. The result? Staff who are more likely to feel they’re making changes with you, rather than feeling that something is happening to them.

5. “Let’s strategize together”

Once your employees have asked their initial questions and shared opinions on the change, it’s time to include them in the transition. Asking for their ideas again – after they’ve had time to process a change – helps further. That’s because your employees are more likely to become invested and collaborative if they get the opportunity to think strategically and offer valuable input.

6. “Tell me how you’re feeling through this”

Check in on your people at various points in the change cycle. Remember, no two employees are alike in their pace of processing change. Someone who seemed open to the idea early on may struggle later, in the middle of the actual changes. That’s why it’s important to keep checking in, especially if you notice disheartened attitudes.

You can reach out to your whole group during team meetings and to individuals who seem to need it most during one-on-ones.

Dig deeper in these conversations by asking:

  • Are you experiencing any roadblocks?
  • How can I help you through this?

Mention any resources your organization provides that could help manage their stress and change fatigue, such as an employee assistance program.

7. “It’s time to join us”

Leaders sometimes run into an individual who won’t accept change and begins to take a disruptive stance against it. If a negative attitude becomes a performance issue, it may be time for a difficult conversation where you insist the employee finds a way to adjust and come along with the rest of the team.

Occasionally, the best choice for everyone might be for the employee to switch teams or otherwise part ways. But hopefully, you can avoid this outcome and even these conversations by leading and communicating well from the outset.

8. “We’ve gotten this far today”

Celebrate small achievements as your team works to adjust to or implement a change. Notice what has gone well, and bring their attention to it. Show gratitude for your team’s efforts and positivity.

Words of affirmation alone can lift employee spirits; allowing them to break for the day a few hours early or giving another small reward can show that you’re truly thankful for their contributions.

9. “Well done”

Affirm efforts along the way and celebrate in a big way when your team has brought you through an important change. Rewards could include public recognition, time off, extra help and more. The key to meaningful recognition is understanding what matters most to your team and giving them something that’s important to them.

Be gracious toward yourself, too

To have the emotional energy needed to take care of employees during seasons of change, leaders can’t neglect themselves in the process. Know your personal support system and reach out when your energy or enthusiasm wanes.

Keep reminding employees about how the changes will positively affect them, and show respect for each person’s unique response to the situation.

Source: Michelle Kankousky, Insperity

“Old ways won’t open new doors.” 
– Unknown

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DiSC is an assessment that aids with effective communication

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Catalyst offers a range of DiSC application content- including Workplace, Agile EQ, and Management- designed to help learners develop the social and emotional know-how for more effective interactions at work.

5 Essential Tips for Managing Poor Performance

by | Jan 5, 2024 | Adaptability, Change Management, Communication, Recognition

5 essential tips for managing poor performance

While it may seem daunting and time-consuming, addressing poor performance is critical for building a high-performing team. Not only that, terminating an employee without proper consideration or due diligence can be a risky move for your business.

Recruiting, hiring, onboarding and training a new employee can be costly — and letting go of personnel is rarely easy for managers. It’s generally advisable to give employees plenty of time to improve while also providing the tools they need to grow. The goal is to get your employee to meet expectations instead of having to start over. That extra effort may prove fruitful, especially if the employee transforms their behavior.

1. Clearly communicate expectations

For every job, there should be a clear, detailed job description. If you don’t have anything formalized, you should start with outlining the functions and responsibilities of each role. You should also know what it takes for employees to be successful in each role, and it’s essential that your employees know this, too.

Don’t assume your employees can read your mind. Newly hired employees often have their own perspectives on expectations and standards, which don’t always align with what their new boss has in mind. Clearly defining each job makes it easier for them to understand what their new role requires of them – and to pinpoint and correct any problems.

Similarly, your progressive discipline policy should already be established and documented, outlining how discipline will take place should you need to go there. This helps ensure every issue is handled consistently and fairly.

2. Be a good coach

Rather than seeking to discipline them, aim to coach your employees, both new and existing, on a regular basis. This consists of giving informal feedback on what they’re doing right as well as what they need to improve. Think of a football coach: He gives praise for a good pass or a solid tackle, but he doesn’t hesitate to point out the missed catches and holes in the defense.

Without this feedback, you can’t expect your employees to know when they’re underperforming, until it’s too late and their poor performance has turned into a serious issue.

3. Write it down

Documentation is key. If you don’t write something down, it can be argued that it didn’t happen. Even informal conversations written in a notebook can be helpful and count toward documentation.

You’re probably thinking: Documentation takes time. Time you don’t have. That is understandable, however, writing things down will help should you have to defend any decisions down the road.

Here are some examples of important communications to collect:

  • Electronic communications
  • Phone conversations
  • One-on-one chats
  • Unprofessional or subpar behavior in group settings
  • Feedback and complaints from co-workers, managers or clients

4. Consider a performance improvement plan

Let’s say you’ve provided ongoing coaching, but you’re not seeing improvement, or you see some major concerns with performance that coaching has failed to improve. This would be a good time to develop a performance improvement plan (PIP).

Performance Improvement plans aren’t typically used for behavior issues or policy violations, but, rather, should be implemented to bridge a skills gap or point out where development is necessary. A PIP should articulate specifically what the problem areas are and give detailed goals for what the employee must do to correct these.

Here’s an example of a PIP:

“Sally Brown has been submitting reports with numerous grammatical, spelling and technical errors. As an effort to help her improve, within the next 30 days, Sally needs to complete Business Writing 101 as well as utilize grammar and spell-checking tools before submitting reports. Technical data should be reviewed by the engineering department. We will meet again next Tuesday to review progress.”

The timeline given for improvements should be reasonable. Some deficiencies are quicker to fix than others.

Finally, make sure your employee signs an acknowledgement form to confirm that they understand what’s expected of them.

5. Initiate Progressive Discipline

In situations where a policy is being violated, progressive discipline might be the better way to go. Use this option to address things such as attendance, communication and other behavioral issues. Progressive discipline generally starts with a verbal counseling, followed by written counseling, and then, depending on the situation, a final written warning or a suspension before moving to termination.

Here’s an example of how to word an attendance-focused counseling:

“Joe Smith has been late every Monday since the beginning of the year. Joe must arrive at work before the start of each work shift and clock in on or before his start time. He must promptly return from scheduled break times and work until the end of each shift. Improvement needs to be immediate, marked and sustained. Failure to improve punctuality issues and work all scheduled shifts in their entirety could result in discipline up to and including termination.”

If you conduct verbal counseling, send a follow-up email to your employee to document the conversation. The employee’s signature would not be required at this time, but it doesn’t hurt to obtain confirmation.

Written counseling is similar to the PIP in that it should clearly outline areas that the employee needs to correct. Again, in writing, detail specifically what you have observed that needs to improve and how this should be accomplished.

In addition, the written counseling document should make clear that improvement needs to be immediate marked and sustained.

Employees should sign this form after you’ve discussed it with them. This doesn’t mean they have to agree with what you’ve documented; their signature simply indicates that they’ve received the counseling statement.

Source: Dawn Motsiff, Insperity

“I learned to always take on things I’d never done before. Growth and comfort do not coexist” 
– Ginni Rometty

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DiSC is an assessment that aids with effective communication

Simple Ways to Show Appreciation at Work

by | Nov 27, 2023 | Active Listening, Change Management, Communication, Flexible Schedule, Gratitude, Recognition

Simple ways to show appreciation at work 

Similar to trust, appreciation is relationship-based — each interaction with someone strengthens or weakens that invisible connection. The more we feel appreciated, the stronger those bonds become, and the more tension they can withstand when something challenges it. Consequently, knowing how to build and maintain relationships where people feel appreciated is a foundational skill — one that’s important to learn from the very early stages of your career.

While appreciation is something you can express, it’s also something you can show through your actions and behaviors. If you – as a manager or an individual contributor — want to build the kind of relationships where people feel valued, communication flows, and great work gets done, it’s important to expand your understanding of appreciation beyond verbal expressions and learn to show people you value them as well.

Show your appreciation for people’s presence.

To feel a sense of belonging, people must know that others care that they are there. Sure, we all get paid to show up to our jobs every day. But the reality is that our peers and direct reports could choose to work elsewhere. Letting someone know their presence is having an impact on you or the organization can make a big difference. Managers and individual contributors alike can share this appreciation with the following actions:

  • Although it sounds like basic decency, greet people when they arrive at the office or join a meeting, and say goodbye when they leave.
  • Notice when people are missing at work and reach out: “I haven’t seen you at work for three days. Just checking in to make sure you’re okay?”
  • If people work late or cover for you or others, notice and acknowledge what they are doing. Bring them a cup of coffee and let them know you are ready to cover for them in the future.
  • Even if it is people’s job to be there, thank them for coming. 

Show your appreciation of people’s ideas and contributions.

Creating a psychologically safe environment where people openly share ideas and speak up when there is a problem is everyone’s job. Managers and individual contributors alike need to show colleagues that their input is welcome and celebrated.

Leaders can role model how to treat one another by actively seeking and amplifying other people’s ideas, and individual contributors can do the same with their peers. Here are a few ideas to get you started.

Managers

  • Nurture a culture of sharing ideas by asking for employee input in each staff meeting.
  • Honor people’s ideas and expertise by talking them up in senior leader meetings: “Maria is actually the one who came up with the idea for this project and has been leading the team to make the result happen!”
  • In meetings, ask quiet, less vocal team members to share input or ideas on projects: “Keshia, what do you think about this? I would love to hear your ideas on the project.”

Individual Contributor

  • When people share input or feedback on a project, whether you like their idea or not, actively listen. Nod along, ask questions, and thank them for sharing.
  • When working on a project, ask others for feedback and ideas on how to improve.
  • Adopt a “Yes, and” mentality when it comes to other people’s ideas. Instead of saying “I disagree,” say, “Yes, and what about…?” and share another idea or addition to their idea.
  • When someone has a great idea that people did not hear, bring it to the attention of others: “I want to bring the attention back to an idea Ethan shared earlier. Ethan, would you mind repeating?”
  • If someone gives you credit for another person’s ideas, direct their praise to the correct person: “Thank you for noticing, but that was all John’s idea! Make sure you let him know, he will love to know you feel this way!”

Show your appreciation of people’s lives outside of work.

Our jobs should help us live our best lives, not take them over. For our employees to feel appreciated, they need to know that we understand their passions, priorities, and responsibilities outside of work.

People need leaders who respect boundaries and role model self care, and coworkers who nurture a culture of support. Here are a few ideas. 

Managers

  • In order to appreciate people’s lives outside of work, you need to know about them. Take the time to ask about your direct reports’ weekends, holidays, and hobbies outside of work. Learn about their families, kids, and what they do for fun.
  • Display work-life balance by having a life outside of work yourself. For example, leave work to go to your kids’ events to show others that balance is encouraged.
  • Avoid scheduling meetings before 9 am and after 5 pm so people are not forced to choose between making the boss happy and living their lives.
  • Avoid sending emails on weekends, late at night, and on vacations.
  • If someone has a major life change — like getting married, having a child, losing a loved one, having surgery, or going through a divorce — ask how you and the team can best support them. Put a note in your calendar to check in a month later. It can make a world of difference to your colleague that you remember.
  • Before making a request at 5 pm on a Friday, think about how the request may impact your employee’s life outside of work. If it can wait until Monday, let it. 

Individual Contributor

  • One of the best ways to support people’s lives outside of work is to always keep them in mind when you’re at work. Every time we fail to deliver on time, show up, or do our tasks, it has an impact on others. When we don’t do our work to the best of our abilities, it means someone else’s work is impacted. The best way to respect people’s lives outside of work is to honor and respect their time at work. Be an extraordinary coworker.
  • Take time to understand your coworkers’ lives outside of work. Ask them about their families, hobbies, and how they spend their time.
  • Nurture a community of support in your office by stepping up for each other when one of you goes on vacation, has a doctor’s appointment, or needs to attend an important event.

Show your appreciation of people’s need for growth and development.

One of the main reasons employees give for leaving jobs is a lack of development opportunities. While many people think development is about promotions and attending trainings, it’s also about being around people who challenge us — managers that take time to understand and support our career goals, and coworkers who help us learn and grow. Give the following a try.

Managers

  • If you don’t already know the career goals and aspirations of your direct reports, take time to understand them. Learn about what skills they want to develop and the kinds of projects they want to be working on. What topics are interesting to them and what kind of role do they see themselves in in five years?
  • Once you know people’s goals, actively find opportunities that can help them develop those skills through stretch assignments, job shadowing, conferences, internal presentations, or challenging projects. Be sure to debrief and help the person link the skills they are developing to the assignment they’re working on.
  • Have regular “stay conversations” to make sure your direct reports feel fulfilled at work and that they are learning and growing in their roles.
  • If your employee has the desire to go back to school or earn professional certification, find ways to help them carve time out in their schedule to take classes.
  • If someone is excelling in their position, and there is no room to move up in your company, help them explore opportunities at other companies. Let them know you will be their reference if they find an opportunity for growth outside of your organization.

Individual Contributor

  • Ask your coworkers for feedback and tips on how you can improve and invite them to do the same with you: “Maria, thank for attending my presentation I would love you’re your input. What are one or two things could I do next time to improve?”
  • Take time to learn about the career goals of the people on your team and find ways to support them to work toward them: “Jon, I am curious what are some of your career goals? Is there anything I can do to support you with the experience and knowledge I have?
  • If you hear about learning opportunities or networking events, or find interesting articles they may help your coworker, share them.
  • When a colleague gets a promotion, celebrate with them. “Hey Vas, I just saw the announcement you were promoted! It made my day to see and just wanted you to know I excited for you.”

Source: Christopher Littlefield, Harvard Business Review

“Everyone wants to be appreciated, so if you appreciate someone, don’t keep it a secret”. 
– Mary Kay Ash

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DiSC is an assessment that aids with effective communication

Your Group

This fun, interactive feature helps teams work better together. By combining DiSC with actionable group insights, teams build cohesion while adapting their behaviors for optimal performance. Learners can create multiple groups, plot members on a DiSC map, and shed light on team dynamics that influence results.

6 Things to Consider Before You Delegate Work

by | Oct 24, 2023 | Change Management, Communication, Decision-making, Trust

6 things to consider before you delegate work 

The best leaders are masters at delegation. Why? They know how to empower their teams to get work done. But it’s not only about getting work done or knowing how to share tasks in the best way. It’s also about creating an environment where employees are proud of their work and can call it their own. These are the critical pieces to learning how to delegate work effectively.

What Is Delegating?

In short, delegating is allocating the right work to the right people. Delegating work is about sharing a task and decision-making responsibilities to increase others’ commitment, accelerate results, and build capability.

The delegating leadership style, one of the four leadership styles covered in the situational leadership model, is about managers sharing authority and responsibility with their employees.

The Cost of Not Delegating

The reluctance of leaders to delegate carries a steep cost. As leaders take on more work, they get overwhelmed and stressed. They may even burn out completely and quit. 70% of leaders surveyed under the age of 35 report feeling used up at the end of every day, with rates even higher among women and minorities.

At the same time, their team is likely also frustrated. They don’t feel like they’re contributing enough, nor do they have the authority to do their work as they see fit. They’ll likely end up disengaged or start polishing up their resumes for another role.

What to Consider Before You Delegate Work

Delegation has to go beyond simply assigning a task. It has to be done thoughtfully, with the right balance of direction from the leader.

Here’s what to consider before you delegate work:

  1. What’s the desired output? What will the completed task look like? How will you judge whether it is completed well or not?
  2. What’s the importance of the task? How important is this assigned task to the team? How important is this assigned task to the company?
  3. Are you delegating authority appropriately? What key decisions will need to be made during the project? Will the person or team have the authority to make critical decisions?
  4. To whom should you delegate the work? Who has the skills to complete this work? Who has the motivation? Is there anyone who might be interested in the work that you haven’t considered before? What are the benefits to the person completing this delegated task?
  5. What’s the method of sharing work? Will you have a meeting to generate ideas or to define the task further with the person? What is the delegation process? Have clear expectations been given?
  6. How will you assess the results of the tasks you’ve delegated? How will you give feedback along the way? How will you ensure that the criteria is clear for what success looks like?

If the leader is struggling to answer these questions, then they should re-evaluate if the task should actually be delegated.

Source: DDI, 2023

“Delegation is not about micromanaging, its about trusting others to do their best work”. 
– Unknown

Did you know this about disc?

DiSC is an assessment that aids with effective communication

Your Group

This fun, interactive feature helps teams work better together. By combining DiSC with actionable group insights, teams build cohesion while adapting their behaviors for optimal performance. Learners can create multiple groups, plot members on a DiSC map, and shed light on team dynamics that influence results.

The Counterintuitive Wisdom You Need to Get People to Embrace Change

by | Apr 18, 2021 | Adaptability, Change Management, Communication, Influence, Newsletter

Common wisdom in management science and practice has it that to build support for a change project, visionary leadership is needed to outline what is wrong with the current situation. By explaining how the envisioned change will result in a better and more appealing future, leaders can overcome resistance to change. But research, recently published in the Academy of Management Journal, leads us to add a very important caveat to this.

A root cause of resistance to change is that employees identify with and care for their organizations. People fear that after the change, the organization will no longer be the organization they value and identify with — and the higher the uncertainty surrounding the change, the more they anticipate such threats to the organizational identity they hold dear. Change leadership that emphasizes what is good about the envisioned change and bad about the current state of affairs typically fuels these fears because it signals that changes will be fundamental and far-reaching.

Counterintuitively, then, effective change leadership has to emphasize continuity — how what is central to “who we are” as an organization will be preserved, despite the uncertainty and changes on the horizon.

This is a straightforward and actionable notion that we put to the test in two studies. The first study was a survey of 209 employees and their supervisors from a number of organizations that announced organizational change plans (including relocations and business expansions, reorganizations, structural or technical changes, product changes, changes in leadership, and mergers). The focus was on how effective the leadership was in stimulating employee support for the change, measured through supervisor ratings of employee behavior. As predicted, results showed that leadership was more effective in building support for change the more that leaders also communicated a vision of continuity, because a vision of continuity instilled a sense of continuity of organizational identity in employees. These effects were larger when employees experienced more uncertainty at work (as measured by employee self-ratings).

In the second study, we tested the same idea using a laboratory experiment so that we could draw conclusions about causality. 208 business school students participated in the study, and the context was potential changes in the school’s curriculum. They received one of two messages allegedly from the dean of the business school. One conveyed a vision of change for the curriculum, and the other conveyed the same vision of change but also conveyed a vision of continuity of identity. Independent of which message they were exposed to, students received one of two versions of background information that suggested either low uncertainty or high uncertainty about change outcomes. We then assessed their sense of continuity of identity and their support for the change as expressed in actual behavior: help in drafting a letter to persuade other students to support the change. The results of this second study were similar to those of the first: Support for change was higher when the vision of change was accompanied by a vision of continuity, because in this case people’s sense of continuity of identity was higher. Again, the effects were stronger when uncertainty about the change was higher.

The implications of this research are straightforward. In overcoming resistance to change and building support for change, leaders need to communicate an appealing vision of change in combination with a vision of continuity. Unless they are able to ensure people that what defines the organization’s identity — “what makes us who we are” — will be preserved despite the changes, leaders may have to brace themselves for a wave of resistance.

Source: Harvard Business Review – by Merlijn Venus, Daan Stam, and Daan van Knippenberg