It might seem strange for a consulting firm to offer suggestions on how to develop management and leadership abilities in organizations and spend nothing …or at least very little. While we do certainly want to engage with clients, we also want industry in general to get as smart as possible about development. It only benefits our practice. We design and deliver amazing developmental experiences, yet the responsibility or the development of people cannot be outsourced. We win if our clients recognize what we can do; what they can do themselves; and what role they must play in fostering a good learning culture within their organization.
I would imagine that many readers of this newsletter have tried some or all of the concepts below.
If you have others, send them in, and we will post them as a top 10, 20, 30 list on our blog here.
My purpose in providing the suggestions is to explore what learning in an organization really is, and what it can be.
1.Have everyone read something really interesting
By really, I mean something that is not a typical leadership guru or management trend publication. McKinsey and Co. dropped copies of Jared Diamond’s Pulitzer Prize winning book “Guns, Germs, and Steel”on all their consultants’ desks. There are some very good books on business out there, but there are also many fairly empty and unchallenging reads. McKinsey picked a book that challenges assumptions, opens the mind, and makes one think. As well, Diamond’s book contains many gems that can be related closely to the world of business. There are many such books out there. I would be happy to recommend some as well. Beyond just reading a good book, getting together to talk about or creating some virtual space to discuss the book adds to the value. However, the simple act of reading a mind-stretching book together can create good synergies and spark good conversation and creativity.
2.Attend something artistic together
Similar to #1, theatre; good cinema; and artwork are all forms of creativity that can inspire, challenge, and entertain us. Get a team or even a small firm together to attend something artistic, and then spend some time talking about it. If I were to chose a movie or piece of theatre, I would likely choose something that explores ethical issues. I remember showing Spike Lee’s film “Clockers”to a group of students to explore questions of ethics. Like in Lee’s more famous film –“Do the Right Thing” –he explores questions of leadership, choice, ethics, and decision-making in the film “Clockers”. All of these topics are hot on the minds of business people these days, and most of the commentary in standard business media tends toward platitudes and aphorisms. Engage your people in something that presents a problem without a clear solution.
3.Play a game together
Everyone has likely been to corporate barbecues in which employees play softball, hockey, or another sport. Those are all fun things to do and occasionally do create good team and organizational bonds (although I’ve seen just as many resentments develop from corporate barbecue team sports).
In the literature of organizational culture, we call such things “rites of integration”. For a change, try bringing in a board game, or even a video game, for a team. One of the interesting things that happens when people play games together is that they are forced to learn. If it is a competitive game, they must learn to “adapt to the competition”. If it is a cooperative game, they must learn to “play well with others”. We often use the Nintendo Wii with clients for developmental purposes. The trick is not just to encourage play, but to think about, and then talk about what happens when we play and what we can learn about doing working more effectively by playing together. Many of the custom simulations we develop for clients have their roots in strategic board games and there are plenty of good ones to pick from.
4.Teach each other
Once per quarter, all our consultants come together for a Development Day. During this day, we focus on teaching each other. It is one of the few things that I hold sacred as Managing Director at the firm. The concept is that we practice teaching and learning from and with each other, to deepen our individual and collective craft. I have often thought that many organizations miss wonderful opportunities to put some simple structures in place to encourage development by and for themselves.
In addition to being a great way to develop communication skills, there is no better means to deepen one’s knowledge of something than to have to teach it to others. Not everyone is a talented teacher or facilitator, but encouraging employees to try is a great way to engage them and create an interesting new challenge.
5.Feedback seeking process
We have worked with clients on occasion to design and develop custom 360 processes, or custom feedback-generating activities. Yet this need not be a formal or expensive process. And, it need not be about “performance” or even treated too seriously. It can be as simple as a period during which employees exchange notes on something they noticed another person do that inspired them. Organizations that are truly continuously improving, make feedback cultural, not occasional. The idea of a once per year performance review becomes as ridiculous as the concept of a once per year review of the current financial health of the organization. Like a Financial Statement, a formal performance review may be an important part of organization process and accountability. We care continuously about financial health and we ought to care continuously about growth and development of employees. The more an organization can do to foster regular ways to give and receive feedback, the more it can become part of the culture.
These ideas do share a few things in common –they are aimed at expanding knowledge, challenging assumptions, and encouraging links between individuals. Almost any activity that accomplishes these three things is, in my opinion, educative.
Some organizations approach the development of people as something that occurs, conceptually, “outside” the bounds of the organization. In the same vein, some organizations see training, development, and education as something that is done “to”their people.
We would recommend changing the paradigm on learning. Learning is as much something done within an organizationand betweenpeople.
Even further –learning is a primary vehicle for the development of excellence in an organization; the kind of excellence that leads to better execution, more money, etc.
I’m not worried about being put out of business because organizations take development seriously, and teach themselves. I’m worried about organizations not seeing the value of serious learning, and not taking the responsibility for growth and development of their people.
Learning to play with Children’s Blocks by Jenny T.A. Nguyen
I believe that every person should be accepted as a unique individual, regardless of their colour, size, age, orientation, lifestyle, culture, education or any other differential that is but only one small aspect of their person.
Yet, the same courtesy is often hard to extend to myself.
I sometimes find it difficult to accept aspects of myself that seem contradictory to each other and I acknowledge my subconscious, and sometimes conscious, effort to ” fit in ” in academic, social, or career groups.
Whether through my manner of speech, my style of dress, my composure or activities, I find that it is easy to try to melt into a mold, alternative or otherwise, and of course, it has never been a successful venture. Doing so was lying to myself.

Today, a wise person asked me ” Why must you fit in at all?”
In the metaphor of a child’s punch and shape box, why must the blocks go inside the box?
Why can’t you play with the blocks?
Although one facet of myself may fit into a variety of slots, there may very well never be a particular slot for me.
Stereotype molds exist because they are comfortable and safe. They may be viewed as guidelines to life, and make decision making easy if I simply rely on the group decision to make my own. However, to do so is to disempower myself. It makes futile my ability to use my knowledge, skills and experience to make the best possible choice for myself.
So this week, I’m making a concentrated effort to love myself, oddly shaped block and all, and to live life and simply love the things I do because I enjoy them, and to not worry about “fitting in” with the people who just so happen to share a few of those hobbies, or to engage in activities simply because they are “acceptable” to my group.
I am who I am. The things I do do not define me. I honour myself in accepting and respecting every part of me.
My name is Jenny Thuy Anh Nguyen and I am a French-born, Catholic Vietnamese Canadian woman who studies design, works for a company I respect and admire, reads, writes, snowboards, longboards, roller skates, cooks, bakes, rides a sport bike, doodles, drinks, loves Ikea, classical musical, acoustic guitar, piano, psychobilly, punk rock, graphics, photography…
I am still learning, about myself and the world.
So Who are you?
Liderazgo vs. Manipulación por Paco Castellanos
Durante los meses de Marzo y Abril, estuve involucrado en la impartición de una serie capacitaciones iniciales de un programa encaminado a desarrollar el liderazgo para mandos medios en la industria minera.
Durante las sesiones de trabajo hubo comentarios y preguntas muy interesantes sobre la definición y diferentes estilos de liderazgo, algo que me pareció muy interesante fue un cuestionamiento sobre la diferenciación entre liderazgo y manipulación, esta pregunta alimento una serie de comentarios y debates, que considero yo, ayudaron a elevar esta pregunta inicial a un diálogo constructivo inteligente y altamente productivo.
Una de los aspectos que me pareció relevante es como se definieron ambos términos y mas aun en que consiste la diferencia.
Lo primero que debemos aclarar es que inicialmente para establecer una clara diferencia recurrimos primero revisar definiciones y conceptos, debo confesar que la búsqueda de definiciones brindo cierta claridad y contribuyo al entendimiento de ambos conceptos. Aun así, sentíamos que faltaba mas contundencia y fuerza al discurso, en ese momento la participación de un colega (graduado en estudios filosóficos) de nuestra consultaría brindo los elementos que nos faltaban.
Entonces, ¿cual es la diferencia? Primeramente debemos entender la intención, la manipulación tiene una intención encaminada a satisfacer las necesidades personales del manipulador, la racionalidad de un manipulador es simple, asume que los “demás” son inferiores y son solamente vehículos para lograr sus fines. Recuerdo en mis clases de filosofía que existía un termino denominado “cosificación” donde transformamos nuestra relación con otros seres humanos y, los percibimos como “cosas” u artefactos.
La manipulación es dirigida e intencional, tiene estrategias, acciones y tácticas encaminadas a simplemente ejecutar ordenes y cumplir con los resultados asignados a los subordinados. En la manipulación no existe ningún elemento encaminado al desarrollo o crecimiento del individuo.
A Diferencia del Liderazgo, donde la intención del líder primeramente es desarrollar una visión compartida, e inspirar a sus seguidores a actuar sobre esta visión compartida. Mas aun la intención de un líder, esta encaminada al desarrollo y crecimiento de su seguidores o subordinados. El líder debe buscar que las acciones y compromisos que se establecen como grupo de trabajo, deben estar encaminados cumplir con la visión, misión y metas estratégicas, junto con el desarrollo personal y profesional del individuo.
Un comentario final, algunos de nuestros participantes preguntan, ¿debe un líder aplicar acciones y tácticas de manipulación para lograr objetivos? Nuestra conclusión y respuesta fue si, siempre y cuando los objetivos estén encaminados a educar, desarrollar y crecer efectivamente a sus colaboradores…
I am not defined by my four-letter MBTI type by Krysty Wideen
The fantastic part about the MBTI is that, contrary to some myths out there, it does not attempt to put you in a “box” or label you. It does not claim that anyone could accurately describe you if they knew your four letter combination. In fact, there are specific ways in which it asserts that everyone expresses their type differently.
When you take the more elaborate Step 2 form of the MBTI, an additional 51 multiple choice items are added to the existing 93. These items, in conjunction with the original ones, allow the tool to further narrow down your type. Within each “letter” or preference, are five ‘facets’ that have been identified as representing or being part of that preference. While these five facets do no encompass the entire preference (the whole is greater than the sum of the parts), they can provide insight about how people may express their preference differently than other.
I am going to use the example of the J-P dichotomy to illustrate this. If you recall from my last post, people with a preference for Perception, or P, tend to life their life spontaneously, they are very flexible and adaptable. People with a preference for Judgment, or J, live a more planned life; they are generally more decisive and orderly.
I, myself, am a J. When I first took my MBTI, this result struck me as a little odd; it didn’t quite fit. One of the facets of the Perception preference is pressure prompted-ness. While sometimes I like to start projects earlier rather than later (or at least think about starting them), I find myself more motivated by a fast approaching deadline, and often do most of and my best work right before a deadline. This is generally thought of as something that would describe someone with a preference for Perception. As an example, this YouTube video basically describes my day (especially when I was a student). Does anyone else relate?
My Step 2 results helped reconcile my results to my experience in life. I score quite high on some of the facets of the Judgment preference – I like to keep a detailed schedule and have lists galore! However, a few of the facets, namely in this case, pressure-promptness, I scored “out-of-preference” – i.e. under the Perception preference side. The tool recognizes that, while my preference is for Judgment, there are certain situations, circumstances, or moods in which I exhibit a preference for Perception. This doesn’t mean that I don’t understand myself, nor that I am a master of my personality, able to switch back and forth at a whim. It simply means that I express my preference for Judgment in a unique way.
Has anyone else taken the MBTI and had difficulty reconciling what the results said and what you believe or experience yourself to be? I would love to hear your stories.
What have you changed your mind about? by Katie Wyka
Taking a page, literally, from John Brockman’s annual book and on-line World Question Centre (www.edge.org) I am putting out a question in this post. Every year Brockman puts out a big question to a wide community of thinkers, scientists, philosophers, artists, leaders, writers, etc. who respond with what is on their mind. The results are more than an amazing read, they are deeply insightful, helpful, sometimes shocking and for the most part, mind expanding. Ultimately, they provoke more thoughts, possibilities and questions. And learning. As I ate up my copy of his latest book “This Will Change Everything” which is the compilation of over 100 responses to this year’s question, it struck me that I am really curious to know what has changed peoples’ minds in the context of their working world – since my playground is the world of organizational dynamics. As (the collective) “we” evolves and as our relationship with work evolves…I am keen to surface what is changing for people at the individual level.
For a starter, I used to believe that anyone could do anything in terms of making a living, or career; the only ingredient we needed was self motivation and determination. While I still believe in those ingredients wholeheartedly, I don’t believe that we can do anything we want, on sheer will power. We come into the world with some innate tendencies and proclivities, which then may be realized and nurtured. And, if we are lucky, we find the right kind(s) of work at the right time, to create a little personal utopia. Influenced by research in neuroscience and cognitive psychology and the works of Howard Gardner (multiple intelligences), Daniel Goleman (emotional and social intelligence) and even Marcus Buckingham (Now Discover Your Strengths) I now see that while there is a range of possibilities with respect to vocations and careers; it is certainly not boundless. I believe this realization made me a better Recruiter, HR Business Partner and now organizational development consultant and coach… more realistic, more discerning, more useful to myself and others.
So, what has changed your mind in the realm of workplace dynamics?
Using the MBTI to Enhance Communication by Krysty Wideen
I am about to attend a certification workshop for the Myers-Briggs Type Indicator (MBTI), so it’s on my mind. The MBTI is a tool for self awareness; through a self report questionnaire, the report highlights your preferences on four different dichotomies, giving you a four letter type. The four areas the tool explores are 1) the way a person receives energy, 2) the way a person prefers to take in information, 3) the way a person prefers to make meaning of information or come to a decision, and 4) the way a person prefers to live their life. I won’t go into too much detail about the theory and research behind it, but the four dichotomies are expressed as follows:

1. Extroversion (energy and stimulation comes from the external world of people and things) versus Introversion (energy and stimulation comes from the internal world of thoughts and reflection)
2. Sensing (taking in information via the five senses) versus Intuition (taking in information by way of insight and seeing patterns)
3. Thinking (basing decisions on logical analysis) versus Feeling (basing decision on evaluation of relative worth)
4. Perception (flexible, adaptable, and spontaneous lifestyle) versus Judgment (planned, decisive and orderly lifestyle)
The MBTI isn’t intended to tell you anything about yourself that you don’t already know; it just structures the information in such a way that it is accessible in everyday situations and highlights how your preferences might lead other to behave in ways that are different to the ways that you commonly behave.
An area that the MBTI has helped me in during the last year and a half is in communicating effectively with others. An example I often use is how a former colleague of mine, Mike Bryde , and I managed to communicate so effectively over the year and a half that we worked together.
Mike’s preference for Introversion had an apparent impact on his communication style. He was very reflective, didn’t give up too much, and was obviously energized by working on complex tasks on his own. Mike and I collaborated a lot when we worked together and one are that we had to consciously work on in order to collaborate effectively was in our communication styles.
I have a preference for Extroversion. One way that people can tell this about me is that I think out loud. Having the opportunity to talk about an idea with someone helps me form a fully coherent idea. The differences in mine and Mike’s communication styles came out a lot, and we worked at communicating effectively. I could have easily talked over Mike, not recognizing that when he was being silent, he was reflecting on the information he was taking in, not inviting me to keep talking. Mike, for his part, could have kept to himself, keeping his own ideas to himself and letting me go on and on. If this had been the case, we would not have been very effective.
Mike had to recognize, that sometimes I just needed to talk out my ideas and that they were not fully formed yet. For my part, I had to recognize when it was time to sit quietly and let Mike think. Our knowledge of the MBTI was extremely helpful. It gave us a framework to discuss our differences, and terminology to use to remind each other of our needs. We both were able to recognize the benefits of each other’s communication style and were able to create an environment in which we were able to work together. This not only allowed us to work together, accepting our diverse styles allowed us to bring out the best that each had to offer.
I’m curious if anyone else has any interesting stories of different communication styles working together. Was it challenging? Did you have a framework available to you, such as the MBTI, to help work through your differences?
A Hockey Game Reflection by Lisa Eckmyn
I sat at my only Olympic competition in a sea of Canadian Red as I watched my first ever hockey game, a confession I make with some chagrin since I am a 43-year-old third generation Canadian. Canada was playing Switzerland and the crowd was happy, vibrant and charged. Red maple leaves were everywhere, including on my kids’ hands. Flags waved, people cheered, and pre- and post-game, small groups spontaneously burst out in song – our song, our Canadian Anthem.
Let me say that again – people spontaneously burst out singing our National Anthem. How is it, I wondered, that we could become a people with such a surge of passion for being Canadian? I had never imagined experiencing this rush of enthusiasm at our common identity. And it was a rush!
For me the Olympics are an experience in paradox. Seven years ago, when I looked at the choice of spending millions of taxpayer dollars on the Olympics, I voted against them because I saw far too many social needs, which to my mind surpassed the need for a global athletic party. But the No votes were outnumbered by the Yeses, and so we partied. Given that the decision to hold the Olympics was a legitimate collective choice, I wanted to experience what happens when you bring together some of the greatest athletic talent in the world.
The voices of early demonstrators remind us to pay attention to the everyday realities many of our neighbours face when they line up for shelter with their child or go in search of an evening meal and not have these voices drowned out by the patriots and sports fans who sing and cheer. On several occasions now, the people around me have broken into songs and cheering. To accept this pretty picture of our home while denying the shadow-side reality would be a lie that compromises us all. But I also refuse a world where we cannot play and laugh and celebrate with one another.
The Olympics would not have been my choice for a collective celebration but it is here and I realize I am proud of what Canada stands for, in how we strive to make room for our differences and for our evolving sense of our dignity and rights as human beings. As Canadians, and particularly as Vancouverites, I believe the Olympics will change us, as Expo did. But we have an opportunity to make this a change for the better, to grow and to know ourselves in a new way and to share this voice in the world – politely perhaps, but also a little louder than we have in the past. And while we evolve, my greatest wish for us is that we retain our ability to celebrate and tap into our collective joy and pride while never turning a blind eye or an empty hand to the painful realities that surround us everyday.
And speaking of how we grow and change as Canadians, on a personal note, I think I may have actually grown into a hockey fan. Go Canada go!
El Compromiso, Tipos y Efectos sobre la Organización por Paco Castellanos
El concepto de “Compromiso” me resulta fascinante e intrigante, en mi vida profesional he ocupado varias posiciones de liderazgo, donde constantemente me enfrentaba a situaciones donde una de mis prioridades era fomentar el compromiso de mis subordinados y transmitir valores, creencias y supuestos base de la organización a la cual pertenecía.
Ahora que me encuentro realizando una investigación y revisión bibliográfica sobre este tema, he logrado descubrir varios conceptos que a continuación quisiera compartir.
Un elementos que surge de inmediato es la definición, resulta impresionante el número de definiciones que existen y citan al respecto, pero tal vez la más coherente desde mi perspectiva, establece que el compromiso es “La relación emocional e intelectual que un empleado establece con su organización”
Aún mas interesante resulta los tipos de compromiso que algunos autores definen, por ejemplo Webber y Ellen, identifican 3 tipos de compromiso que los empleados establecen con su organización.
1) Afectivo, este tipo de compromiso se genera cuando los valores y creencias del empleado están alineados y son congruentes con los de la organización, el compromiso afectivo genera un nivel de lealtad muy elevado y alta productividad. Este tipo de compromiso resulta ideal y es buscado por parte de las organizaciones.
2) Normativo, depende y resulta de los preceptos morales que el empleado posee, el empleado se mantiene y vincula con la organización por el compromiso moral que el mismo establece. Es posible que el empleado no este de acuerdo con valores y creencias de la organización, pero su compromiso moral lo compromete y obliga a permanecer con la organización.
3) Continuidad, considerado como el tipo de compromiso de menor nivel, concretamente establece que un empleado se vincula y permanece con una organización, por la necesidad de mantener un empleo e ingreso constante, y donde hay un elevado “costo” si decide abandonar su empleo. Curiosamente, según varias investigaciones recientes, indican que estos empleados son productivos y cumplen con los resultados esperados.
La diferencia radica en que no están dispuestos a realizar un esfuerzo adicional por la organización, a diferencia de los empleados de compromiso afectivo donde si existe tal disposición.
Finalmente, varios autores concluyen que existen infinidad estrategias para promover el compromiso, pero la mayoría coincide que uno de los motores principales para generar compromiso en la fuerza laboral, radica en los procesos que la organización posee para escuchar y aceptar retroalimentación de sus empleados. Inclusive algunos autores concluyen tajantemente “los empleados quieren opinar y ser escuchados “ Sobretodo si es una decisión, que va repercutir o tener un efecto sobre su entorno laboral y nivel de desempeño.
Dado lo anterior, solo queda preguntarse ¿Que tipo de compromiso observamos en los miembros de nuestra organización? ¿Donde estamos situados? Y mas importante aun, ¿Qué tipo de compromiso estamos generando?
TurnOver by Mark Frein
It is funny how many euphemisms we generate in the business world.
As if saying anything negative would harm productivity. Of course, the opposite is almost always the case … we all know the real meaning of our business euphemisms, and typically respond with cynicism to their use. “Rightsizing”, “opportunities” … everyone knows when this language is being used to talk about something bad as if it weren’t. Willing self-deception of this kind is one of my pet peeves.
Turnover is one of those euphemisisms; a word to describe people leaving the organization.
In my career I’ve seen many people leave organizations, and I have left organizations. We all probably know the host of reactions to “turnover”. Sometimes, no matter how valuable or well-liked an employee is, the organization and people within it go through a bizarre set of responses. Some typical responses are to frame the departure ultimately as more the “loss” of the departing employee as opposed to the organization … their mistake. Or, the departure is framed as an opportunity (always the positive spin!) to renew the role or build a new team, etc. Most often blame is thrown towards the departing person, although sometimes blame is directed internally.
No one likes to be on the receiving end of a departure. We have so much baggage about “being left” in general. When an employee informs you that he or she is leaving, it is so easy to hear it as “I’m leaving you” and then the host of emotional demons rises up. At our firm, since we are hyper-aware of literature regarding departure, it is even tougher … we all know the Gallup research — people don’t leave organizations, they leave supervisors.
One of our employees, Mike Bryde, is leaving us next week. Mike is an amazing employee. He reports to me.
He is very well-liked and he is a very strong contributor. Mike’s presence helped form our culture, and I believe the culture helped form him. However, I have chosen not to see his departure as a loss, regardless of my own feelings. I swam through all the troublesome emotions when he told me a couple of months ago … what did I do wrong? Can I convince him to stay?
I am tempted to explain the circumstances of his departure in this blog, but have realized that is because of my own fear of being judged as a bad manager (unless I explain why a great employee would be leaving us/me). His reasons are his, and his to share if he chooses, in the way he chooses.
While he will be missed, his departure is not a loss for the following reasons — he created excellence while here. He created so many positive things during his stay at our firm that to see it as a loss would, I believe, be to trivialize his contributions to us.
We grew as a firm because of his presence. Beyond his employment and its benefits, Mike grew as an employee during his stay. To understand this as a loss would be to do injustice to something deeply right about the situation.
Life will go on at our organization without Mike. We will miss him. I will miss him. But I at least will choose to celebrate the “turnover” … in life circumstances, in growth, in renewal, in opportunities.
Our Accountant Rocks Harder Than Yours by Mark Frein
Free Play.
I highly recommend the book by this title. It has nothing to do with business, and at the same time everything to do with business. The author is Stephen Nachmanovitch, an improvisational musician, cultural anthropologist, and philosopher.
His book is all about the importance of play, in the context of all human endeavours. Among many pieces of wisdom in his book is the concept of uniting play with performance and practice. Instead of driving out playfulness from our workplaces, we must work hard to ensure play stays firmly embedded there. Like the concept of “serious play” that is common lingo in the world of simulation-based learning, Nachmanovich’s suggestion is that we do a disservice to both play and work by imagining them to be at opposite ends of a spectrum.
We try to play with our clients. Often it works, sometimes it doesn’t. Playfulness is all about taking risks in order to grow. Organizational change and renewal does require strategy and planning, but it also requires that sense of adventure that we all felt as children and every so often must work to rediscover… What is around that bend in the road? What happens if … ?
We also try to play together at the office. We often coach clients to close the gap between who they feel they can be at home and who they feel they can be at work. I’ve noticed in my own coaching practice that some of the greatest dissatisfaction seems to come from situations where people do not feel they can express themselves as a complete human being at work.

Which brings me to the video clip …
This was captured on our marketing assistant’s Iphone during our firm Christmas party. Myself on guitar and our accountant Andrew on drums. It is our Director of Business Development’s garage (he also plays drums). We are improvising/playing/performing on a basic blues progression.
Our accountant rocks harder than yours.
Tad’s Story by Mark Frein
When I announced a couple of weeks ago that we would be doing a piece of work with a major international natural beauty product retailer, it sparked some curiousity in our office. We have a pretty diverse set of clients, but beauty and health retail was a new industry for us. My client contact was lovely enough to bring along a sample of their products are our first meeting, which I happily distributed around the office.
From my very first communication with the client, I was impressed by the openness, the enthusiasm, and passion of the people I met.
I did the work with the client last week, and beyond being an interesting “success” story in which I was deeply touched by a client, it is the sort of differentiating stuff that is very important to me as a practitioner and for us as a firm.
We do “customized” management and leadership development … but almost everybody does that these days, or at least says so. For me, the question is how to really respond and connect with a client in such a way that trust is built and ultimately we can help them from within their culture and their experience as opposed to standing outside and preaching or directing.
The work involved a keynote talk on leadership for over 200 store managers from all across the US and Canada at an annual conference. I focused on “sustainable leadership”, a topic I’ve been thinking about quite a bit lately, but also a topic that seemed to correspond well with their own position on ethics.
I was invited to attend their corporate party the evening before my talk. My contact told me that the party would be an 80′s theme and that everyone would be in costume. I only knew one person from the organization – my contact – but I dressed in my best preppie look … think Caddyshack (photo below) .. and went downstairs to find women dressed as versions of Madonna, Joan Jett, etc., and men dressed Miami Vice or as headbangers. I soon became known variously as “Chet” or “Tad”.

I ultimately met up with my contact, but even before that, a number of managers made the effort to find out who I was, include me in conversations, and make me welcome. It was the best corporate party I’ve ever attended. Pure, good-spirited fun. By the end of the night, my contact/chaperone was looking around for me only to find me up on stage with some other manager dancing the night away.
My time with everyone that night helped me see and experience the folks as they are as a culture, and getting a chance to talk to a bunch of managers about the company deepened my understanding of the company. But the more serious point is how much I personally believe in being with and for our clients … not just doing “work”. How I can help an organization change its culture when I don’t appreciate and understand that culture?
They are a wonderful, caring, passionate company that believes in their product, knows how to have fun, and wants to learn. I was authentically inspired … and motivated by them … it was far easier to get up in front of them the next day and do my best to inspire, challenge, and motivate them in turn.
Big Shifts in Small Acts of Grace by Valerie Nishi
I’ve noticed recently, how seemingly small gestures can create big change.
It was Friday night and my family was too pooped to cook. My partner, 12 year old daughter and mom-in-law popped down to a new and happening Italian Bistro in our ‘hood in Calgary. The place was hopping and luckily we got the last table.
As we were catching up with each other we noticed a particularly boisterous group of young guys at a table near to us. As their alcohol consumption increased, so did the chest thumping and foul language. You could smell the testosterone.
It was clear that my daughter, mom and other patrons were becoming increasingly uncomfortable and, quite frankly, so was I. My husband gestured to them a couple of times that he’d appreciate it if they could tone it down. After some token head nodding, they continued with their disruptive antics.
After a few minutes my husband asked our waiter if he could ask the fellows to quit the swearing as there were young kids in the restaurant. Their response to the waiter bordered on abusive. A brash and handsome young blond – said loud enough for the restaurant to hear “I want to hear YOU tell him we are VERRRY SORRRY!” They then continued on with the swear-fest. The air was thick with tension. He was doing the alpha male thing with his buddies, and although some laughed, you could sense their growing discomfort.
This was a pivotal moment. Between stimulus and response, we humans have the ability to make a choice. Past experience, personality, and emotions play a key role in the decisions we make – and that decision will have a certain impact.
This nasty situation had all the hallmarks of a fight. What happened next was unexpected. My husband called the waiter and asked him to take a bottle of wine to the guys’ table, and tell them that he hoped they would enjoy their dinner. The waiter looked shocked. Shortly after, a bottle of wine arrived at their table. They looked confused and thought there must be a mistake. My husband looked over and waved at them. They waved back. You could hear the music again.

We were getting up to leave. Our waiter came by to walk us out, and said he would never forget this experience as long as he lived. My husband said he was trying to teach them about having a little grace. On our way out we passed their table. They stopped us, stood up and shook my husband’s hand to thank him for the wine. Looking embarrassed, they apologized sincerely for being jerks.
Then most surprisingly, they introduced themselves as a visiting sports team, and invited our family to come to their event as their guests. In a world of growing darkness and disregard for others, it was a fine moment of humanity. A place where there is understanding, forgiveness and connection.
Once outside and into the cool evening air, I asked my husband why he did it. He said it was mainly for our daughter who was sitting there soaking up every nuance of this interaction between “mature adults”. He wanted to be a good role model for her, and so he was.
I believe that great leadership is alot about being a good role model for others, and having the presence of mind to make courageous choices under fire. Those able to break through the noise of everyday transactions with even small gestures that matter – can create learning and change that touches many.
I asked myself what I would have done? What about you?
El Manejo de Nuestro Tiempo por Paco Castellanos
¿Que significa manejar nuestro tiempo? Suena de cierta forma ambiguo o cuasi imposible, cualquier profesional con una carga de trabajo importante, asume que pasamos buena parte de nuestro tiempo atendiendo “asuntos prioritarios, urgentes e impostergables”. Aunque en ocasiones nos damos cuenta que una buena parte de esos asuntos no son importantes, aparentemente son urgentes sin serlo y tampoco se pueden postergar.
Por esta razón, prefiero atender asuntos importantes, urgentes o no, la razón es simple, generalmente estos asuntos contribuyen al crecimiento profesional de colegas, jefes y subordinados. Además promueven la sustentabilidad de nuestra empresa, por medio de la planificación, desarrollo e innovación de ideas.
Personalmente estoy convencido que debemos generar criterios que nos ayuden a gestionar un manejo efectivo de nuestro tiempo, a continuación quisiera compartir algunos de estos criterios y de que forman me ayudan a clasificar mis asuntos o tareas a resolver.
Evalúe si el “asunto” contribuye a cumplir, se conecta o esta alineado con la visión, misión y metas estratégicas de la empresa, tenga cuidado que las acciones que resulten al resolver o atender un asunto, no contradigan o sean incongruentes con la visión, misión y metas de la empresa.
Pregúntese, ¿en que contribuye este asunto a desarrollar a mis colegas, jefes o subordinados? Recuerde que uno de los factores mas importantes en promover y mantener el compromiso de los empleados, es precisamente la calidad de la relación que existe entre usted y sus subordinados. También considere si el asunto ayuda e mejorar la comunicación, confianza o inclusive es una oportunidad para brindar retroalimentación.
Contemple el efecto o consecuencias que tiene este asunto a corto y mediano plazo.
Considere si necesita ayuda para resolver este asunto, si es así, determine un plan de acción o estrategia, generalmente si no lo hacemos, exista la posibilidad de no entregar en tiempo y forma los resultados esperados.
Bueno amigos como pueden ver no es fácil decidir entre lo importante y lo no importante, a veces TODO parece serlo, la sugerencia es tome unos minutos para evaluar la situación, busque datos y no reaccione de inmediato.
Recuerde lo escrito por Victor Frankl “Entre el estímulo y la reacción existe un espacio donde yace nuestra libertad, poder y capacidad para elegir una respuesta” y continúa “Es en la respuesta donde esta nuestra posibilidad de crecimiento y desarrollo”
Take Aways from the Women on Board Forum 2009 by Krysty Wideen
I’ve recently graduated from Simon Fraser University. And while I worked throughout my degree and have been at The Refinery for over a year, until recently, the statistics about women’s plight in the workforce were really just that to me, statistics. Remember studying statistics in history class in high school? Stats, years, dates were all memorized for tests, but did they really mean anything unless you had either experienced something related first hand or heard an engaging story. For any of you like me, numbers are numbers, and it can be difficult to truly grasp the story behind them. The issues women faced in the workplace used to be simply numbers to me; I appreciated what they meant, but, in keeping with a common complaint about my generation, I had the “it will never happen to me” syndrome without even knowing it. However, some truly inspirational ideas and the speakers who delivered them at the Women on Board Forum on October 22, 2009 brought me the story behind the numbers and helped me connect to this issue on a new level.
I always consider it ‘worth my while’ when I walk home and can’t help my mind from racing with the new information I have received. While not everything the speakers said hit the mark for me, to expect that out of a conference would be to be often disappointed, I wanted to share what really impacted my thinking that day. I’ve summarized below a few of the key points that I really took home. I encourage anyone, whether you attended this conference, or just have an opinion on the matter, to join in the discussion in the comments. What impacted you the most? Has your behaviour or actions changed at all? How does your organization stack up?
- Having different perspectives at the table leads to better quality decisions. I’m not going to go on and on about Groupthink, I think many of us have heard, discussed, and maybe even studied this phenomenon in great detail. But truly, the simplicity of this statement is what astounds me. Of course more perspectives lead to better quality decisions. One of my colleagues, David Gibbons, talks often about biases we all have that inhibit our ability to make really good quality decisions. You’ve probably heard of some of them – recency effect, similar-to-me bias, overconfidence bias, etc. Two of the ways to overcome these biases in making decisions? First of all, be aware of them. Second of all, get a group of people around you that can offset or call you on your biases. Without making a generalization, some women may have very different perspectives than their male counterparts – and this diversity of ideas should be considered when bringing together teams and inviting people to the table.
- “Most qualified for the job” is not easy to measure. A common concern I hear, from both men and women, is that women will be hired into jobs simply because they are women. These people often comment that they would want the “most qualified for the job” to be hired. However, what this conference made me think about is how we measure “most qualified for the job”. For example, if you think about the job as being a role in a team or group, or one of those folks “at the table” as discussed above, you may come up with very different qualifications than if you consider the job in isolation. I could see how “having a different perspective, worldview, or style” would be a qualification that is often left of the criteria for hiring or promotion.
- Instead of telling women what they want, we should be giving women what they want. An article I had actually read the week before the conference in the Harvard Business Review – The Female Economy – spoke of the tendency of consumer facing companies to fail to capture what women really want. They highlighted specifically the financial services industry and retailers such as beauty products or clothing, but it hardly stops there. One quote from the conference that I have shared with a number of people already was spoken by Avivah Wittenberg-Cox, co-author of “Why Women Mean Business – Understanding the Emergence of our Next Economic Revolution”: “how many of you have a place in your car to put your purse?” When she asked that question, it really got me thinking about how I had really settled for consumer products such as cars, just taking what is currently offered without questioning or challenging the norm.
These were a few of the thoughts that were running through my head after the conference. What about yours?
– Krysty
La Cultura Organizacional y el Cambio por Paco Castellanos
A veces nos preguntamos porque una iniciativa o propuesta de cambio dentro de una organización fracasa, no se implementa o simple y sencillamente no se sustenta en el largo plazo? Empezamos a elaborar conjeturas e hipótesis sobre las posibles causas o razones, que ayuden a entender que no funciono o faltó.
Recientemente he tenido la oportunidad de presentar ante diversas audiencias en origen y propósito, el método que ayuda definir la cultura de una organización. Edward Schein considera que para entender una organización y promover cambios dentro de la misma, debemos explorar tres aspectos fundamentales.
En el primer nivel tenemos los artefactos, estos son elementos observables o visibles dentro de una organización, generalmente los artefactos nos permiten ver de que esta compuesta una organización a un nivel superficial, algunos ejemplos de artefactos pueden ser; logotipos, arquitectura, estructura de la organización, lenguaje utilizado por los miembros, estrategias y procesos operativos solo por citar solo algunos ejemplos. Es muy importante no tratar de descifrar o entender una organización desde los artefactos, podemos caer en interpretaciones erróneas y sesgadas.
El segundo nivel, que resulta útil para entender la cultura de una organización, son la creencias y valores que los miembros de la misma manejan, valoran e implementan, estos dos elementos dictaminan en gran medida lo que se considera correcto e incorrecto dentro de una organización, definen el proceder cuando un fenómeno se presenta, y como los individuos pertenecientes a la misma deben reaccionar y actuar en respuesta.
Ahora, en respuesta a un fenómeno que requiere un respuesta, las creencias y valores se traducen en acciones específicas que generalmente denominamos estrategias o hipótesis.
Además, para que las creencias y valores sean aceptados por los miembros de una organización, deben ser validados.
La validación únicamente se da cuando una todos los miembros pertenecientes a la organización, aplican las estrategias o hipótesis planteadas, de tal forma que cuando se obtienen los mismos resultados cada vez que aplican las estrategia o hipótesis, entonces entramos al tercer nivel que nos ayuda a entender la cultura de una organización.
El tercer nivel se refiere a los supuestos base, como se menciono anteriormente, cuando se implementan las estrategias e hipótesis obteniendo siempre los mismos resultados, entonces pasamos de una estrategia o hipótesis a un supuesto base o teoría.
La función de los supuestos base, es definir como los miembros de una organización deben sentir, pensar, interpretar y actuar, evidentemente es un nivel muy profundo al cual estamos analizando a la organización, y debemos reconocer que cualquier cambio a este nivel, requiere de hacer ciertas consideraciones y reconocer los efectos que los cambios generan en los miembros de la organización y el rol de líder.
Primero debemos considerar que los supuestos base (teorías) están profundamente arraigados en la cultura, resulta difícil cuestionarlos y generalmente hay una reacción del sistema “inmunológico” organizacional, que intenta detener o eliminar el cuestionamiento.
El líder debe observar y atender varios asuntos relacionados con la cultura organizacional. Lo primero es reconocer que cualquier cambio genera angustia e incertidumbre entre los miembros de una organización, por consiguiente el líder es responsable de ayudar al manejo de esta angustia e incertidumbre, y de otras posibles necesidades emocionales que los miembros estén experimentando.
Otro aspecto importante es que el líder debe seriamente evaluar, si la organización que dirige posee el gen del cambio, o preguntarse si existe la capacidad instalada dentro de la organización para cambiar, y adaptarse a entornos sociales, ambientales y económicos cambiantes, que generalmente demandan que la organización cambie para lograr su desarrollo sostenido.
Finalmente un líder que desconoce la cultura de la organización para la cual trabaja, es muy probable que no la pueda dirigir. Inclusive, es muy probable que carezca de conocimientos adecuados para implementar las estrategias para promover los cambios necesarios dentro de la misma.
El origen de nuestros conflictos por Paco Castellanos
En los últimos meses he pasado una buena cantidad de tiempo conversando con grupos sobre el conflicto, y como resolverlo.
A lo largo de mis conversaciones he aprendido que es posible plantear una posible hipótesis que nos ayude a conocer el origen del conflicto.
Sin mayor preámbulo, mi hipótesis plantea que la mayoría de nuestros conflictos tanto interpersonales como intrapersonales, tienen su origen en nuestras necesidades de tipo emocional, intelectual y económico.
De que sirve conocer esto? Bueno, primeramente ayuda a identificar con mayor claridad las posturas e intereses de las partes en conflicto.
Posteriormente podemos avanzar hacia a realizar con mayor precisión las preguntas encaminadas a entender e identificar aspectos como supuestos base, expectativas, prioridades, valores, esperanzas, deseos, temores y obstáculos
Como todos saben, los puntos anteriores son elementos fundamentales que debemos contestar para poder encontrar intereses en común entre las partes en conflicto. Esto marca la pauta para luego elaborar posibles soluciones o respuestas al conflicto que den el mayor grado de satisfacción a ambas partes.
Como pensamiento final el llegar a entender el origen y vectores del conflicto, nos ayuda a elevar nuestro grado de empatía tanto de entendimiento y certeza al igual que de acción.
What is a Holiday? by Mike Bryde
This time of year, holidays are the talk of the office. Some go to Disneyland with their kids, some take an Alaskan cruise, some take their RV and go camping on Vancouver Island, and some explore Europe for the first time. My holiday, on the other hand, was in Hamilton, Ontario.
I recently took some “vacation days” in order to volunteer as a judge at the Canadian National Trampoline Championships. Some might question my decision to take time off of my day job to volunteer to work somewhere else, but let me explain why doing this turned out to be a great holiday.
First let me convince you that flying to Hamilton to judge trampoline was very much “work”. Some days began before 9 am and didn’t finish until 9 pm. I had to get dressed up in a suit every day. My time was scheduled for me. I was assigned a “work area” (the specific apparatus I was to judge). My role was clearly defined and I was expected to produce “output” (scores for the athletes). And, I was accountable for my actions (if I gave a score that was out of line with the other judges, I would feel shameful).
Now, having described some of the expectations of me, I realize I’m not making this trip sound like very much fun, but it was. Without the “relaxing” that most people would include in their holiday objectives, I found my time in Hamilton to be completely refreshing. I think that what made it so refreshing was that judging all day made me unable to devote any of my mental energy to my day job. Having the distraction of the judging role seemed to be what was most effective at making me feel refreshed.
I propose that a holiday is not really about taking time away from work. It’s more about removing your emotional focus away from work temporarily so that you can return with a fresh perspective and greater energy. I also don’t think that holidays need to be about relaxing. That’s certainly not how I would describe my time in Hamilton, anyway. For many of us, our work is more emotionally exhausting than it is physically tiring. When this is the case, I think that an emotional break is what’s needed more so than a physical one.
What holidays have you had that were successful emotional breaks from your work?
Is it Dumb to be an Expert? by Valerie Nishi
At a recent Executive Forum in Calgary, Futurist Edie Weiner posed an
interesting question – do you know too much about what you know?
She referred to this as “Educated Incapacity” which means knowing so much
about what you know that you can not imagine the world differently. if we
base our reality or worldview on only those things we know, we risk losing
objectivity and access to more information, creating a potential barrier to
learning and growth.
We got there with good intent education and business value expert
knowledge and intelligence because we can define it, manage it, and it has
contributed to our success.
In our society, experts are granted authority and respect, and may feel
threatened and protective if challenged with something they don¹t know about
what they think they should know, to be an expert.
Don¹t get me wrong – expertise is important. But a strength over-done can
become a weakness. It can create ³tunnel vision² or ³blind spots² in our
learning, and can seriously hold back our performance, impact and potential.
And current success can be a killer of innovation and change, both on an
individual and organizational level. Why on earth would we change what has
made us successful? Why, because the world is changing every nanosecond of
every day and the past may no longer predict the future.
Ever work with someone who thinks they know everything? They never want to
hear ideas or insights from others or consider new ways of approaching
things. They may have the noblest of intentions, but their way of looking
at the world stifles creativity, fresh ideas, hidden value creation and new
paths forward. Plus it¹s not much fun.
Or executive teams or boards who drink deep from the pools of success, only
to be blind-sided by evolving competitive forces because they have stopped
listening, asking and wondering. They assume they know what is good for
employees, customers and shareholders, and at one time, they did.
On the flip side I recall being shocked at a successful recording artist who
burned every piece of music and personal recording she had ever created
with the intention of re-defining her music. And recently I asked a CEO of
two companies about his secret to high retention of employees. He said it¹s
because he doesn¹t know everything, and simply asks people what they think?
Could it be that our mastery path is to un-learn, so we can learn again?
Suspend judgment when we¹ve been taught and rewarded to make quick judgments
and decisions? I suppose context has a lot to do with it – and the key is to
apply expertise where it serves us, and suspend it when it does not.
It’s not easy to learn. It is uncomfortable and it takes time and practice,
which is why we love to stick with what we know. We’re hardwired as humans
to create repeatable ³habits² to keep our lives manageable.
That was a good strategy when things stayed the same for a long time. The
challenge is the degree of complexity and change that is our world today.
Things shift so rapidly that it is believed that a university degree today
will be obsolete within 5 years!
So what can we do to avoid ³Educated Incapacity²? Here are a few ideas and
I¹d love to hear yoursŠ
- Imagine that you are a child or an alien from another planet how would
they describe a situation, problem or opportunity?
- Subscribe to a magazine that represents the opposite of your interests or
preferences. Look at the world through another lens.
- Surround yourself with people from diverse backgrounds who think, and
approach things differently.
- Take on the role of an “outside observer” and get out of your head.
- Practice counting to ten and actively listen when someone presents
information or insight on something you know well.
- Get curious, ask questions, keep exploring and put your ego aside
Learning requires us to see anew, and be open, courageous and adaptive. It
brings delight, renewal, and purpose. Perhaps this is the new frontier of
³expertise².
What’s the Take Away? by Katie Wyka
In many, if not all of the workshops I’ve facilitated or been a participant in, someone asks “What’s the take away?” In fact it just happened a few weeks back in a session with my Masters Degree cohort. My class mate, in the middle of a 3 day working session, took the Program Director aside to find out what it was we were supposed to walk away with.
Up until recently, when asked this question, I would immediately pull out the program and workshop objectives and recite them, thinking this is what the person wanted. In some instances, the person responded, no, what are the 2-3 key things I am supposed to take away from this? Here’s where I drew a blank…surely you wouldn’t be here unless you knew what this was about, I thought to myself.
So, what’s going on, when someone asks for the supposed take-aways? Do they need the nutshell version before they can settle in and go through the process? Or, are they not clear what it’s about and if it is worth their time? Perhaps they are testing the facilitator/instructor? Might they prefer the “coles notes” way of absorbing information?
Maybe it’s a combination of these? Or, maybe it’s a mind-set that pits the facilitator/instructor as the one responsible for their learning? If so, it makes sense, look at our average North American elementary and high school model – the teacher teaches and the student learns. For some aspects of scholastic achievement, this model works. However, it seems to be rendering us incapable of determining what our own desired take-aways are, as adults. Adults who are supposed to be in charge of our own continued development and learning.
And that, I realized, is what bothered me about that question. What I now say to those who ask the question is, I don’t know what you’ll take away. That will be up to you. Let’s check with everyone when we wrap up, to see what has been of most use. Many folks nod, as if it makes a lot of sense. Some still furrow a brow and begrudgingly let it go.
I’d love to hear from those who ask that question and any reflections they have on why they ask it.
Deceit 1 Truth 0 – Changing the Score by Tim McGrady
I’ve always had an uneasy relationship with the truth. It’s not that I’m an inveterate liar, it’s just that I often find myself reflecting on the ways we tend to temper what we say in our relationships. My sense is that we all tend to operate fluidly on a continuum which can extend from giving the unvarnished truth to shading the truth to outright lying. Some of us may spend more time operating on the more truthful side of the continuum but then slip over to the dark side in momentary lapses. For others the situation may be the opposite – that is they may often feel more comfortable hiding the truth in their relationships with others and only occasionally being honest.
Of course context may often play a role in our desire or willingness to tell the truth. This is where the ‘white lie’ comes in. Writer A.J. Jacobs in his article I Think You’re Fat describes these as “Half truths. The kind we all tell. ‘Yes, let’s definitely get together soon.’ ‘I’d love to, but I have a touch of the flu.’ ‘No, we can’t buy a toy today – the toy store is closed.’ Jacobs claims that, “Without lies, marriages would crumble, workers would be fired, egos would be shattered and governments would crumble.” To combat his cynicism about the truth he did an experiment. He vowed to live a life of ‘radical honesty’, a term coined by Brad Blanton, an American psychotherapist. Imagine going through an entire week being completely and utterly honest with everyone you encountered. Jacobs found it extraordinarily difficult.
Reading the Globe and Mail a few days ago, I came across a quote by Thomas Flanagan, Prime Minister Stephen Harper’s former chief of staff. In the context of Flanagan’s assessment of Liberal leader Michael Ignatieff, he said, “…once you get into politics your task is mostly to conceal the truth. The truth becomes a gaffe.” Ignatieff responded the next night by explaining to reporters that telling the truth was important but that sometimes telling all the truth isn’t always the best strategy.
The exchange between these two powerful political figures in our country really struck me hard. We’ve come to expect the notion that politics is a game of spin, brinksmanship and deception. And perhaps this notion extends to business as well. It’s a tough world out there. Eat or be eaten and the truth can be a luxury in that place. Flanagan’s quote has a distinctly Orwellian and frightening tone that I fear only too accurately reflects the general perception of how business gets done in our culture.
How does this have anything to do with us here at The Refinery. At The Refinery a key component of our explicit value system is the phrase, “Just Tell The Truth.” It’s a simple phrase with the most profound implications for individuals and organizations. Part of why the phrase is so profound is because just telling the truth can seriously challenge the status quo that we’re all so comfortable with. Another reason why the phrase is so profound is that it’s so darn difficult to interpret. Does it mean we all practice radical honesty all the time? I don’t think so. I think it has more to do with aligning what is going on for each of us internally and externally – making sure what we say reflects accurately what we feel and think. We get closer to truth the more accurately our words represent our internal reality.
We are creatures largely governed, whether we realize it or not, by our limbic system which controls our emotions. When we try and rationalize and express these emotions we are confronted by our relationship with truth. When we are not able to express our emotions effectively or accurately we are less able to express the truth as we see it. I think this is partly why there is such an emphasis being put on developing emotional intelligence. Developing emotional intelligence (EQ) allows us to more accurately interpret all those conflicting messages that our limbic system fires at us daily in all of our human interactions.
There is also the aspect to emotional intelligence which allows us to be more capable of hearing someone else’s reality portrayed as accurately as they are able. The more EQ we have, the more able we are able to hear someone else’s version of reality without flying off the handle. The circle can then be completed: if I’m capable of accurately representing my internal world to you and you are capable of hearing it without going off the deep end then I’m going to be able to be more honest with you more frequently. And presto – we can each “Just Tell The Truth”.
Blaming political and business leaders for not telling the truth is almost a national sport but let’s first ask ourselves if we’re ready to hear it and then ask ourselves how we’d react if we did hear it. Once we answer those questions then maybe speaking the truth in politics and business won’t be such a gaffe.
Getting motivated for the Sun Run by Krysty Wideen
I recently completed a 10K, something I’ve never done in my life, and not necessarily for lack of trying. When I’ve started new exercise programs in the past, I’ve never with it; I tend to stop before ever really seeing or feeling any change. So, what motivated me to keep with it this time? And what does this mean in terms of motivating members of an organization?
At The Refinery, we started a Sun Run team (the Sun Run being a big 10K event in Vancouver every year in April for those who don’t live in the Vancouver area). The basic premise was that we would run once or twice a week in training to all run the Sun Run together in April 2009. I am not a runner, at all. I’ve always kind of hated it, but it is fun to be part of a team and I figured it couldn’t hurt to get in better shape, so I joined in. David, the orchestrator of this endeavor, provided me with a “Learn to Run 10K” schedule. When I got to Week 3 and had to run in 3 minute increments, I thought I would never make it to the 10K. Now, three months later, I’ve just run 10K for the first time in my life. Besides being very proud of myself and wanting to tell the world, this small feat of mine got me thinking about motivation. What motivated me for the last three months to finally reach this goal?
A few things fit into place for me this time around. First of all, I was provided a clear, structured, and reasonable plan to follow. The incremental increases in running time each week made sense and didn’t push me too hard. I just kept thinking to myself to take it one week at a time and stick to the plan. This worked well for me. The structured nature of the plan drew upon my personal tendencies identified in my MBTI type. As a “J”, I am comfortable with routines and like established methods such as this “Learn to Run 10K” plan.
The plan also had built in accountability. Each week, running time went up bit by bit, so if I missed a run, I was really hurting myself for the next week. Basically, I was motivated by the desire not to be in too much pain the next week! Additionally, I needed to be prepared to run 10K for the Sun Run and if I didn’t train, it would be much harder. A tendency to be motivated by deadlines (the MBTI folk would call it pressure prompted) helped me here as well.
So, for me, it was a combination of a set structure and built in accountability that kept me motivated. However, those are not my reasons for participating. I participated to be a part of a team, to feel good about myself, and to improve my health. It’s funny how sometimes your reasons for doing something may not actually be enough to keep you motivated. In my case, I needed the structure and accountability.
So what does this mean for organizations? I would argue that this highlights the importance of having supporting structures such as project plans, deadlines, built in accountabilities, dependent processes, and the like, in your organization. Even if you have an engaged employee, their desire to do a good job for the company may not be enough to help them reach their full potential. I’d like to add a disclaimer here that people are motivated differently, so here is what makes it difficult. Other people at our office had no desire to follow a program to reach the 10K goal; they had other means of staying motivated.
I’m not really presenting any recommendations or conclusions here, just opening up the discussion. What really is needed to keep a group of people, people in an organization, motivated?
Krysty Wideen
The E-word…learnings from an Engagement Conference by Mike Bryde
Last week, our own Rosie Steeves led an intimate one-and-a-half-day conference on the topic of Employee Engagement here in Vancouver. The HR and OD types in the room were all eager to boost engagement in their organizations and there was fruitful discussion for the entire length of the conference.
For me, the conference reminded me of the complexity of organizations and the many “levers” that are available to pull:
- delivering supervisory leadership training that connects with the strategic direction of the organization as was the case for an organization that introduced customer service while it historically operated in a monopoly environment
- tapping into the diversity of generations in the workforce and, more importantly, appreciating what they all share in common (the 10 key truths found in this article are GREAT!)
- building transparency and trust between senior leadership and the organization through effective internal communication (an executive blog, executive “chats”, and people manager business updates)
- developing managers to engage on the front lines
- re-humanizing the workplace and addressing some of the systemic issues of the modern organization
- ensuring a seamless internal brand–that all programs and activities, and the behaviour of employees (especially senior leadership) are “on brand”
- providing health and wellness benefits, which have significant social benefits (take a group of employees going for a walk, for example)–I expected to hear about the cost savings of proactive health care, but was surprised to hear that most employers are using a health and wellness strategy to engage their workforce
I’m being a bit over-simplistic to call these “levers” because while each was valuable, it remained clear that no “lever” had the final answer.
Other quotes that stood out to me:
“We wouldn’t have to worry about engagement if we just didn’t do disengaging things.” For example, don’t rob a worker of his pride by requiring safety precautions that a human could judge for himself (as a side note, this is one of Deming’s 14 points).
“It’s simple but not easy”. There was much agreement that simple and easy are not one and the same. The engagement problem is simple, but getting people’s behaiour to change is no easy task.
One reflective question
During the conference, Rosie left us with a challenging question: What would you do if in one year from now you had to have the most engaged organization in the world? Feel free to post answers below.
Mike Bryde
Performance Management: Less is More! by Katie Wyka
I have never met a single person – not even a human resources professional – who is really excited and positive about “performance management”. After years of being personally responsible for performance management systems at a few different companies and now working with clients on their processes, I’ve had the opportunity to talk to A LOT of people about it. While their reasons for dislike differ, a common thread is that the amount of effort and energy required for the process never leads to a meaningful or satisfying experience. I believe it has become tough and stressful for individuals and those charged with making the systems work. But, we have created that mess. We’ve gotten too far away from the essence of performance management in the quest for Performance Management Systems. We are too caught up in the procedures and processes. Fundamental to effective performance management though, is a human interaction and a focus on what is means to develop as a human being. We do a disservice to people by using the system to take away involvement and accountability from the individual in dictating more of their own performance development.
I get excited about the possibility created by better performance management. Simple and straightforward principles – ones that ask and expect individuals to take ownership of their commitments to the organization – seem to make a much bigger impact on the culture of an organization than complex, confusing “systems”. The much used phrase, less is more, rings very true here.
Our philosophy at the Refinery is very simple. We all have yearly commitments tied to company goals and objectives. These are written by us (employees), in the form of a letter, and discussed with our respective manager, throughout the year. These are posted and shared with everyone. Going public allows us to help each other realize our commitments. The focus of this approach is on making progress towards a few significant contributions to the collective enterprise. The letters commit us to objectives, goals and stretch achievements that we believe will stretch the company. The letters serve as an historical record of what we wanted to achieve at the beginning of the fiscal year, and we can compare our actual accomplishments with what we imagined and hoped we were capable of at the beginning. Here’s a few examples of what we commit to…
From one of our Consultants, “I want to help streamline our content and processes by moving our work from the server to the Wiki. By the end of FY 2009, I want to have all of our content transferred from the server onto the Wiki, as well as make sure that as a team, we all feel comfortable with the transition.”
From one of our Managers, “I will ensure that project management of our consulting business is smooth, systematic, clear, and track-able.”
From one of our Project Coordinators, “I always want to find ways to save money on our projects. I am committed to researching and being inventive to find the most efficient and cost effective ways to do things while still maintaining the quality and integrity of everything we present to a client.”
From me, a Consultant, “Support and assist our Calgary and Latin America “hubs” to develop – whether it is helping with design ideas behind the scenes or assisting to deliver the work with the client.”
After years in other organizations of participating in heavy administrative processes, including long forms, check boxes, ratings, rankings, and very little real connection between my work and the companies’ successes, I personally find our approach liberating and energizing. I am focused on a few meaningful and relevant goals, which evolve and change from year to year. Our approach is certainly not perfect. Some team members have had a harder time with the process; envisioning how their activity plays into quantifiable outcomes in support of company strategy. It is also tricky, and always will be, when the meeting or failing to meet those commitments is tied to monetary rewards. The narrative format of the commitment letter seems to help some team members focus on a vision for themselves in the future. The most important element of this process is that the commitment letter is developmentally driven, not just a record or checklist of specific objectives. This makes it both challenging and engaging. It also gives us the freedom to express our stretch commitments in language we prefer and with concepts that are most meaningful to us. Ultimately we are more in tune with our work and what will help move us forward collectively.
So, what to take from this? Spend less time as a company developing procedures and administration; spend more time on finding ways to connect people to the work of the organization. While our approach may not be applicable to other organizations, its essence would. At the heart of our method is the importance of having performance management connect people to the core of what is important to the organization, not a peripheral “system” that everyone hates to do and everyone hates to think about. It’s tough. Performance management is judgment, and in many cases impacts a person’s career and pay. It will never be easy. We’ve chosen to spend more effort and time focusing on what the principles of performance need to be at our organization and how to ensure our method creates energy and accountability instead of spending our time development a complex or even standardized system.
Following our philosophy regarding performance, here are some of the questions we ask clients – or help them ask themselves – when re-thinking performance management in their organizations:
What is performance?
What is the purpose of managing performance in organization?
What responsibility does the organization have in this process?
What responsibility do individual employees have in this process?
Why would we care about measuring performance? Is it worth the time and effort and cost?
What gets in the way of great performance?
What leads to or enables great performance?
What role does a manager play in supporting or enhancing great performance in his or her people?
Katie Wyka
Click here for Katie’s bio
The Question of the Executive Sponsor by Mark Frein
Internally at the Refinery we’ve been talking quite a bit about executive support recently for leadership and management development initiatives. It prompted some of us to begin to think about this question in more depth. Rosie Steeves and I had a sustained internal dialogue about this question. I figured we’d make it public!
In my career I have designed and delivered development initiatives at a wide variety of organizations and with the full range of “support” stances coming from the executive: from complete antagonism to complete accountability. It’s a common training and development platitude that programmatic initiates ought to have executive support. But what does “support” really mean, what does it entail, and what are the varieties of support (and consequences)?
It seems to me there are a few kinds of executive support, each with their own consequences for how development, learning, and change initiatives are put into place. These may seem like “levels” and to some extent they are. However, an executive can take an Accountability stance (as below) but not be Involved or Support and be Involved but not take Accountability. Also, when thinking about the Executive, it is important to remember that there can be different executive team members with different stances or support levels. I feel that while senior HR executive support is crucial regardless of how other executives may feel about learning, it is important that non-HR executives take positive support stances toward learning. Indeed, our highest impact work at The Refinery flows from clients where operational executives take direct accountability of the outcomes of the learning.
Resistance — One or more senior executives can conclude that a learning initiative is not only unnecessary (either culturally or from an expense point of view) and actively sabotage it. I remember an occasion when I was interviewing an executive regarding large-scale developmental initiatives and he remarked that he’d do everything he could to ensure that organizational resources were not wasted on it. While it’s possible to use an executive’s passion against a specific learning initiative to “turn” them to the side of the light, it will be a tough battle. The key strategy here is probably focusing on getting buy-in for something the executive will support. I don’t think Resistance is the worst situation, however. At least there is passion and that can be redirected.
Disinterest — Perhaps the most troublesome kind of executive support — or lack thereof. And, probably the most common. Many senior executives delegate the entire accountability of people and organizational development to Human Resources or OD (or external consultants). The only positive aspect is that this usually frees those functions to do whatever they want, as long as it is in keeping with budget. The serious negative consequence is that, at best, the initiative is seen “only” as an HR program and conceptually shelved as irrelevant to strategy. A further negative consequence can be that participants — especially senior managers — will conclude that the executives don’t care about development given their absence. This typically makes it hard for anyone to take development seriously, in the right ways. It is certainly possible to do skill-building learning and maintenance/reward learning without any executive interest. But in my experience, it is foolhardy to believe that initiatives framed against a disinterested executive will have any major organizational consequences. Sometimes, very special learning that galvanizes participants can lead an executive to either Support/Interest, or, equally possible, Resistance as it gets their attention.
Support/Interest – Executives that see the possible positive benefits of well-designed learning and change are likely to want to support initiatives through one or more ways. Commonly, beyond budget, they enjoy being present for launch and closure (giving their blessing, of a kind). My question for such executives is always why not be involved? Typically, the answers are time, lack of perceived personal value, etc. A well-supported initiative has the advantage of lending credibility and importance to the learning. However, it still can fall short of creating meaningful change. Participants will “read” meaning into the lack of involvement from executive. Equally, a lack of accountability around the initiative can mean that it is not tied to specific organizational strategies. Support and Interest are, however, the bare minimum in my mind for launching a serious learning initiative designed to produce meaningful change.
Involvement — Involvement requires that executives step inside the initiative not only as a supporter but as a participant. It is not uncommon for executives to support an initiative or learning program as an executive. It is far less common, in my experience, for an executive to temporarily drop his or her role and stand side-by-side other organizational members as a participant in learning. Doing so has the powerful effect of demonstrating that learning is for everyone. It is not just a reward or gift; it is something worthwhile for everyone in the organization, regardless of rank. Obviously, managing executive participation in an initiative requires careful planning to keep traditional hierarchical patterns out of the environment. But the payoff can be magical.
Accountability – In my experience, the rarest kind of support but the only form that will lead to significant organizational impact. By taking accountability for learning strategies, one or more executives see the learning as tool for organizational change. This level of support can create amazing results; however, it can also be challenging as a provider (either internal or external) to meet the needs and create appropriate balance between setting strategy — the executive’s role — and controlling tactics. I personally find this kind of support the most helpful and refreshing for the work that we do. I don’t need or want to have our work be “our” programs or initiatives. Indeed, I am most happy when one or more executive sponsors see learning as part of “their” strategy. To create “accountable” executives for learning, it is important that OD/HR professionals not only involve executives in strategic organizational and people development, but ask them to be accountable and to make such initiatives part of strategic planning. Executives that are able to see the criticality of organizational development are quite likely to treat such initiatives as fundamental levers to pull for overall strategic importance.
One tactic that we are seeing often is a committee approach to supporting learning initiatives. An HR leader pulls together a cross-functional team to serve as a standing committee on learning and development. This may or may not include executives. These committees can play all the roles above with one possible exception – it is challenging for a committee to take Accountability for an initiative. Typically, Accountability is moved to the HR or OD leader from the committee … the committee’s role is to advise and approve. With the appropriate structure, however, a “learning” committee with appropriate senior representation can be held accountable for information OD/HR leadership on what learning must accomplish in the realm of strategic transformation. We’ve recently seen a wonderful example of this in practice with a client … it can work. As with all committees, the crucial question is the role and purpose of the committee combined with effective leadership of its process.
In summary, executive sponsorship is complex with multiple possible “stances” from one or more executives toward a developmental initiative. Each stance creates opportunity and each allows for different degrees of organizational impact. In my opinion, any developmental initiative that is designed to have organizational impact should seek Support (at least), but ideally Support/Interest plus Accountability and Involvement.
Looking through a different lens by Mike Bryde
Having spent nine full years of my life training and competing in trampoline, I maintain a keen interest and involvement in the sport. After retiring I perceived three options: leave the sport entirely, become a coach, or become a judge. Realizing that leaving the sport entirely was too drastic a move and having the self awareness to know that coaching would drain my energy almost completely, I took up judging.
To me, being a judge is appealing because I get to play a more objective role; we’re trained to see flaws, something I’m naturally quite good at. Coaches, on the other hand, play a much more humanistic role in the sport. It’s their job to guide athletes to improve through motivation, emotional support, and technical guidance.
Since I knew that coaching wouldn’t be the right fit for me, I never gave it much thought. Recently, however, I was driving home from a competition with a coach who was curious about my job. When I got the chance to explain to her that I help organizations to better perform (mostly through their people), she asked a few questions that prompted me to look at coaches through a different lens. I spent so many years as an athlete, and now a few years in the organizational development (OD) field, that I had never looked at trampoline coaching through an OD lens. This will be the first post in a series of posts where I’ll share some of the thoughts that I had. I hope the example will help to bring out some core OD thinking that is simple and refreshing for all.
The coach I was talking to was concerned about the possibility of adding two new coaches to an existing coaching staff of six. Much of what we discussed was relevant whether these two coaches join the club or not. I brought in some basics of organization design and organizational behaviour. Apart from the one part of our conversation where she said “I hate it when you ask a question in response to my own question”, I think the lens through which I saw the people, behaviour, and relationships helped the coach to see things a bit differently. Anyone who’s worked with an OD junky can probably make the same complaint about us that the coach had of my endless questioning. My hope is that they also get the benefits.
Throughout the car ride home, apart from asking questions of the coach, I nearly lost my voice as I enthusiastically drew out several key points, all of which I’ll list here, the details of which I’ll leave for more posts:
- designing organizations requires decisions about responsibilities and structure
- rewards can reinforce structure and responsibilities
- behaviour follows organizational design
- behaviour can be influenced by events
- people see other’s behaviour, not their thoughts, values, or intentions
- effective teams are about relationships and conflict
- organizational development needs leadership
Mike Bryde
Click here for Mike’s bio
The true value of networking by Krysty Wideen
Networking. The word was drilled into my brain from the time I began my Business degree at Simon Fraser University. We held networking events. We held workshops that taught students how to dress, or eat, or behave at networking events. Anytime we wanted to convince students to come out to an event, you would think we would offer free beer or something, but nope, we branded it as an opportunity to network. I have to admit, as a student, I started to hate the word; it wasn’t rational, but I had this strong negative feeling whenever I heard the word networking. I have been with The Refinery for just over six months. It’s the first job where I consider myself to be a professional rather than a student. I can happily report, I’ve learned a little since then, and have embraced the idea of developing my network wholeheartedly.
Developing and maintaining a personal network has already served me in my short professional career. Most importantly, it was from my network at Simon Fraser University that I was offered my position with The Refinery. Returning the karmic favour, I’ve used my network to help others find jobs or find suitable candidates in their recruiting efforts. Anyone looking on Monster or Craigslist can attest that you miss things with the thousands of job opportunities listed, and I appreciate that I can connect people who can develop a mutually beneficial relationship. This is the obvious benefit to networking, the part that people can see and identify with, but I would argue that was has changed my attitude is what lies beneath this.
Being a consultant, it’s almost like trying to find a job (for The Refinery) is part of my job. Without clients, we are not able to do what we love, to help people find their true potential in their work. To be fair, in my role, I’m not expected to know the CEO of a Fortune 500 company who is dying to hire The Refinery for ten years of work; expectations are set at a reasonable level for my experience. However, this does not mean I cannot add value by developing my personal network.
The first place I looked, beyond my network at school, is with the BC Human Resources Management Association. I had been a student member and had a few friendly faces within the membership, so it has been a safe place to start. I joined the Events Committee so that I would not only have the opportunity to attend different networking events, but I could actually help plan and orchestrate them.
My first event was a Mingle. Basically, it’s nice few hours, with some finger food and drinks, and people can just get together, meet, and chat. It’s a fabulous idea. I realized something that first evening, approaching people you don’t know is a little intimidating. I’m generally not the type of person who chats up people in the line at the grocery store or anything, so it was a challenge for me. This first time around, I tended to talk to people I already knew. I tried not to be discouraged; I was just testing the waters. The next Mingle I managed to come out of my shell a little more. I had great conversations with quite a few new acquaintances; I learned a lot about the challenges they face and was able to share a little bit about what I do at The Refinery. While it may sound surprising, I managed to make a connection with people in a relatively short amount of time, really, by just putting myself in the same room as them (with a glass of wine).
It is here that I really find value in my personal network. Finding a job, or a client, is invaluable in our professional careers, but there is something else that is often overlooked, and that is really just the interaction. I may be able to help someone find a job now, they may connect me with a potential client in 10 years, but today, we can share experiences, horror stories, and achievements, and really just enjoy each other’s company. Organizations are made up of people after all and my business is about people in organizations. What I’m finding the most valuable is this. I consider it not only an investment in finding business, but an investment in improving mine, while meeting some truly great people.
My core message is that, as a student, I felt like I was always asking for something, mostly a job. But this is not where the value of networking is. It’s talking with real people, with real issues that may be similar or different to your own, and mutually helping each other out along the way, is the real value.
Cheers,
Krysty Wideen
Click here for Krysty’s bio
What is change, really by Mark Frein?
Most organizational development firms offer a “change” related service. This can take many forms: change strategy, change implementation, change evaluation, etc. But what is change, really?
We don’t need much help understanding what the word means on a basic level — it is a difference between two situations or states. We can talk about a person changing, a team changing, a company changing, or a system changing. We can also talk about the physical environment changing … in fact, it is easier to “notice” changes in our physical environment than it is with a person or organization (especially when it is a change for the worse!).
The nature of organizational and personal change has been on my mind quite a bit in the last year. We hope (and advertise) that our services help foster change. We hope that the learning interventions we deliver have a positive impact on individuals and organizations. We even seek to measure such impacts from the most superficial (“happy sheets”) to the most fundamental (“ROI”). We hope that when counselling executives on strategy or when doing in-depth one-on-one coaching, we are fundamentally shifting mindset, knowledge, or behaviour.
At the same time, I believe some of the ways the organizational development industry talks about change is not very helpful. We are guilty of this ourselves from time to time.
The issue revolves around seeing change as a result of something, as opposed to change as something unfolding. In the realm of learning work, we can see this when business people use expressions like “the program produced a change” or “this intervention will lead to the positive change we need”.
I don’t believe thinking this way about the relationship between interventions and change is helpful. Neither is actually true.
Social systems are not like physical systems. When we drop a stone into a pond we can say that the stone changed the pond … a placid, glass-like sheet of water was disturbed. We wouldn’t typically say that the pond changed the stone. In matter of fact, the stone does undergo changes by being put in the pond, but the relationship is clearly much simpler in that the produced “change” is tied so closely to action and observed result.
When we design and “go in” to a client organization with a learning intervention several more complex things are happening. Multiple changes often happen that have nothing to do with our intended change. We might intend to help a group of managers give and receive better feedback. That’s our intent … like the intent of changing the surface of a pond by dropping a stone into it. But other non-intended outcomes always go along for the ride. Our intervention might cause the managers to question the politics of the organization; to question why we were called … (“am I a bad manager?”).
And, dropping ourselves into the metaphoric pond of an organization changes us … immediately … and sometimes in significant ways. Consequently, we are in relation to and in fluctuation with our clients — as individuals and as part of a changing system — from the very first time we engage with a client.
We do change work because we do learning work. Our interventions don’t just produce change; they are change. When I know we’ve done something very right with a client I know because our work is a fundamental change … not just in result but in the activity itself. The work stands for something different.
On the flipside, when our work isn’t stellar it is because we are either not able to — or not asked to — “disturb” the pond and be “disturbed” in turn by the pond.
I would be most happy if instead of viewing learning as a way to accomplish change, we viewed learning as change (and vice versa). This shift in thinking would, I feel, help create more powerful interventions which actually do lead to better future states for people (including ourselves), systems, organizations, and communities.
–Mark Frein, Consulting Practice Leader
Making Long-term Client Relationships Work by Mark Frein
We are in the business of convincing other people that our ideas, our presentation of those ideas, and the ways we help others arrive at new ideas is worth money. It’s a funny business in many ways. Particular to Refinery philosophy, we are in the business of helping other people — and the organizations they are a part of — learn and improve.
Fundamental to our business is how well we learn, grow, and adapt to the people who stand at the “gateways” to our ultimate clients (the people with whom we work). Usually, these gateway individuals or meta-clients are senior Human Resource or Training managers. Success in our industry is tied intimately to developing close relationships with these individuals … such people can literally make (or break) a career and make or break a firm.

These relationships can be short or long. In our business, long-term client relationships are the best sources for business growth and stability. These relationships are like dances … one may not always be dancing with the partner as you can’t dance continuously without rest, but there is a shared feeling that when you will dance, you will be asked by that partner to join him or her. We can’t reasonably expect to always be “in” business with our clients … there will be times when we aren’t providing work for them because there is no need … or because of ebbs and flows of business realities. What we want to aim for is to be the “pick” when there is business to be done that fits our capacity AND be able to turn to these clients to speak on our behalf (even when we aren’t looking/listening).
There is plenty of popular literature on making client relationships in the services industry work … a great book with wonderful stories is One to One B2B by Peppers and Rogers. Two concepts important to their account of successful B2B relationship development are Trust and Teaching/Learning.
Trust is critical to any relationship and business relationships are no exception. The trust relationship with a client is tricky; ultimately, we must build our trust on the confidence that we are acting professionally, and in the best interests of the client at large … meaning, it is challenging at times to balance the trust relationship fostered between ourselves and an individual meta-client (our HR stakeholder) while recognizing that ultimately our client isn’t “simply” this person: it is the organization as well. We are trusted that we will do good work, put our best resources on a project, act with integrity, etc. One of our values is also “just tell the truth” so it is important that we live this value with our clients, even when it risks trust. Indeed, it is critically important that we are trusted to tell the truth as trust is a form of confidence that what we say is what we do.
Teaching/learning is another concept they refer to. This one is much more complex as ideally the teaching/learning relationship is a two-way street and in a process of evolution for both client and vendor. However, as Peppers and Rogers articulate, we (being the provider) will simply not get business if we do not offer something new, different, and ultimately “teachable” to the client as well as to participants in our services. The worst scenario for us, in many ways, is to struggle to be able to articulate to a client what we offer that is beyond their internal capacity. Ideally, during the dance of a long-term client relationship we are learning more and more from them about their reality and their culture, while they are learning more and more about possibilities, new ways of thinking, new directions for action from us. It is and should be collaborative; yet many client-vendor relationships begin to go “south” when the client starts to question who is really the lead dance partner and who is the follower.
As with any long term human relationship, there will be ups and downs. I have personally never had a long-term relationship with a client that did not have its incredibly stressful or difficult moments. What I have learned is that in these relationships — as with any relationship — it is how difficulties are addressed and how open and authentic communication is that “saves” or even deepens the relationship. In my mind, the absolute worst crime is to enter a blaming exercise … either blaming ourselves (for screwing up) or blaming the client (for not “getting it”). Blame, as in any human relationship, does not mend tears … it builds walls. It is so easy to enter this game, however, but so critical to resist.
One long-term relationship that has been particularly successful for my career as a professional in our field was characterized by a major delivery going fully “sideways”. I had led a team in doing a very experimental piece of work … which, from the point of view of “delivery” alone was spectacular. However, it fundamentally was at odds with some very basic cultural and system contraints on the client side. Simply, we/I had taken some risks and what we hoped for didn’t happen. While not an outright “disaster”, the intent and process of the program unravelled before our mutual eyes.
We did have a great record of performance with this client, which helped in the end. But what I believe helped more was my willingness to own up to the risks we took — not apologizing for taking them — but seeking to account for why we took them and why it didn’t work. I “blamed” neither the client or myself, but tried to make public with the client what had happened from a learning perspective. In doing so, the client and other senior stakeholders still learned. As did I.
If we do not model our purpose — learning and growth — in every action we take, we run the risk of having clients miss the point of why they should dance with us. I’m still “dancing” with this client after a decade of relationship. Despite this relatively big misstep, the client speaks very highly of what I do, and my approach to work. Most importantly, the client affirms with others that I practice what I preach and am committed to the dance, to the relationship.
My own career has had many mistakes with clients that have taught me well. I like to think I’ve had just as many successes. But each new dance partner presents a different challenge and the teaching/learning never stops.
Mark Frein
How The Refinery got its name by Rosie Steeves
Ever wondered how The Refinery got its name? It is question we’re regularly asked, so for those of you who are interested, here’s a brief history lesson.
Many years ago, when Barb and I were starting to build this enterprise we were faced with one of the toughest decision we had to make. What do we call ourselves? We were still in the middle of defining all kinds of things such as our philosophy, what we did, etc. And so while we knew we needed it, a name wasn’t an easy thing to come up with. Out of the blue we thought of The Centre of Exceptional Leadership. A little cheeky we thought, but it seemed to work. And so we became CEL – in fact that’s what we were called when we worked in Puerto Rico. It took us a while to figure out who this group called “sell” were.
Then three years ago, we decided we needed to up our marketing and branding efforts. We were looking for someone to help us, when a guy called Ray Torresan came into our office to talk to us. Some of the first words out of his mouth were “I have a hunch you need to change your name.” Ray took us aback. We had no idea. But he’d been doing a bit of research and had found out that either people thought we were some academic think-tank or they couldn’t remember our name. True enough we’d been called the Centre for every kind of leadership possible. But we had no idea. We needed Ray to point it out to us.
We, or rather I should say Ray, then set out on a quest to find a different name. I remember merrily telling Ray that I thought it would be pretty easy – by then we were really clear on who we were and what we stood for. Famous last words! Every week or so, Ray would present us with a list of names and every week or so we’d say “well, it’s almost it but not quite”. And Ray would go back to the drawing board.
Then one Sunday, Barb was doing her laundry, when Ray phoned. “I’ve got it!” he announced excitedly. “And I have to show you right now.” And so he did. Then I got the call from Barb. “I think we’ve got it, but I’m not going to tell you. Ray will be in first thing on Monday.” Thanks Barb, sure I can wait.
I remember when Ray presented his idea. He had realized we’d been on the wrong track and had been looking for that simple obvious name. But that wasn’t who we were. We needed a name that differentiated us, that intrigued people, and that made people think. Ray had figured out that it needed to be a metaphor, a name that was out of context but said so much. And a name that people remembered.
I remember when Ray first presented The Refinery. I had the same reaction as many do today. I looked puzzled, thought hard and then I got it. It was perfect in so many ways. A refinery takes raw product through a sometimes complex process. The net result of this process is a product of high value. Similarly, we provide the process in which individuals can release their leadership potential and organizations can realize their full potential. Refineries provide the process, just as we do. And while I wouldn’t say we extract impurities, we do remove dysfunctional habits and systems. The fact that at that time we worked with many resource-based companies was just a coincidence. Really.
Since then, The Refinery has grown on us. We’ve even developed our own language around it. If we need something formatted with our look it becomes “refined.” And sure enough, our clients are becoming “refined” as well, but in a Refinery kind of way.
Rosie Steeves