Succession Planning? Start Here.

Many organizations are facing an impending loss ofleadership as the last of the Boomers are getting ready to leave the workforce.With the start of a new decade upon us, now is the time to plan for the next generationof leaders. But where to start? If your company does not have a leadershipdevelopment program in place, or if you haven’t really given much thought to howyour company will make an orderly transfer of leadership responsibility, 2020is the year to focus on this critical planning.

Below, I’ve outlined the first three steps in successionplanning. So as not to get overwhelmed, address them slowly over the next sixto twelve months and your organization will be ready to smoothly transfer thereins of leadership as the Boomers in your company begin to retire.

Step 1 - Consider who is next in line for leadership 

The outcome of this step is to determine where you want toconcentrate your leadership development efforts in order to achieve the most ROI.Do you want to concentrate your efforts on those who have been with yourorganization the longest and therefore understand its inner workings andculture? Or do you want to concentrate on younger generations who are lookingfor professional development as a primaryperk of employment and who may be with your organization longer, as aresult?

To gain better insight, take a look at who you presently employand what generational cohort they belong to. Currently there are fourgenerations in the workforce, the Boomers, Gen X, the Millennials and Gen Z whoare just entering the workforce. It is logical to assume that Gen X, being thenext generation after the Boomers, would be next in line to lead in yourorganization, but there aren’tenough of them. In addition, in a recent study conducted by TheConference Board, of data collected from over 25,000 leaders acrossindustries, it was determined that Gen X have been stymied from moving up thecorporate ladder by Boomers who have stayed on the job longer than previousgenerations. What this means is that there are a number of generations in yourworkforce who have not been indoctrinated into leadership development orleadership roles.

Determining where to apply development efforts is a criticalfirst step in determining your company’s leadership pipeline.

Step 2 - Determine What Skills Your Future Leaders Need

Once you determine who you’ll want to develop (as anaside, I advocate developing everyone as if they were going to be afuture leader; a rising tide lifts all boats, after all) you’ll need to identifywhat skills they will need to support your organization in the future.

To accomplish this, there are three sources of data you’llwant to collect and consider:

 1 Look at the jobdescriptions of each of your current leadership roles to determine what skills areidentified as necessary in today’s environment. This is just a baseline, as weknow that today’s business environment is accelerating and changing at a pacenever experienced before and what your organization needs today may not be whatit needs tomorrow. Be sure to identify leadership skills and behaviors, such asmanaging a team of five or fiscal responsibility, and not job tasks such asmonthly reporting. If possible, “read between the lines.” For instance the taskof “standardize procedures to improve efficiency” really means having theleadership abilities of analyzing, forecasting, and planning.

2 Pay attention to what industry experts and yourprofessional association are doing in the realm of the “future of work” andwhat is predicted for your industry. Some of the current concerns includeartificial intelligence and robotics, consumer pressures (suchas related to the environment), and changing buying habits – all of whichwill require your company to adapt. What do you need to start training yourfuture leaders for, today?

3 Hold one-on-one interviews and ask your current leaderswhat prepared them for the role they hold today. Most often you’ll learn thatformal development is not credited as much as mentorship, on the job learning,and a wide array of experiences.  Theseinsights will help you to decide the best course of leadership development, foryour organization, going forward. For example, you could put four future-leaders through an off-site leadership development program or you might chooseto institute a job rotation program for everyone at your company. The twooptions might cost the same amount, but will return vastly different results.  You’ll want to thoughtfully consider howpeople truly learn leadership in your organization.

Note: Be very concerned if the majority of responsesare, “I learned it at my previous job,” because that means you are doingnothing to develop leaders in your organization and are instead relying onother companies to develop them and hoping you can then hire them away. That“strategy” puts your company in a very precarious position; the topic ofanother article entirely.

Step 3 – Consider How You Will Develop Leadership Skills

Once you have identified the skills that should be developedin your future leaders, you’ll need to determine how to get them those skills.  Creating a formalized leadership developmentprogram is a time consuming and arduous process – which is why most companiesforego it and instead cross their fingers and hope their future leaders will“appear” when needed.

Sending people out for leadership development can be cost-prohibitive and because of that, the number of individuals that get developed is generally far fewer than is needed by any organization. A smart option for most companies is to mete leadership development out to everyone, through easy-to-implement activities such as reading groups or lunch-and-learns, and on-the-job projects such as a multi-discipline initiative. Over time, small and consistent development opportunities will build the leadership skills your organization needs and alleviate succession planning concerns.

Once you have considered and acted upon these first three steps in succession planning, you’ll be well on your way to ensuring that your company has a leadership pipeline capable of continuing excellent work despite a rapidly changing business environment.

Note: This article was first published by Training Industry Magazine.

Don't be a Know-it-All

Satya Nadella (CEO of Microsoft) has said: "being alearn-it-all is better than being a know-it-all."

Unfortunately, a lot of people truly do NOT know how tolearn.

In the 21st century, people are more reactionary than thoughtful, reasoned, and contemplative.  This is a "tide" that will damage business' future viability, very, very soon. 

Leadership Skills Training Benefits

Future-Proofing Your Organization

Very few organizations are doing anything to skill-up their younger workers in leadership skills. That's going to come back and bite them in the very near future.

The Learning Leader as Change Agent

Guest post contributed by
Holly Burkett

Managing change and cultural transformation is among the top challenges facing executives and the one area in which they’re most likely to partner with learning leaders and talent managers.

Today's Leadership Challenges

More than ever before, organizations need leaders who can anticipate and react to the nature and speed of change; act decisively without always having clear direction or certainty; navigate through complexity, chaos, and confusion; and maintain effectiveness despite constant surprises and a lack of predictability. Yet few business leaders rate themselves as "highly effective" at managing change, most work for an organization with no change strategy in place, and most have no designated person to lead change efforts.

Given these challenges, how can L&D help?

Leverage leadership development. Leadership development remains a key strategy for building change capability. Developing collective change capabilities across all levels has more impact than simply focusing upon mid or senior-level managers. Effective development methods include the combined use of self-reflection exercises, coaching, mentoring, stretch assignments, action learning, and simulations in which participants are placed in real-world scenarios and roles where they must lead change. Development approaches should be contextualized and customized to fit the capabilities required of specific change roles, including:

• changesponsors (those who lead change strategy)
• changemanagers (those who facilitate change in their operational areas)
• changeproject members (those who plan, design, and implement the change plan)
• changeagents (those who advocate for change efforts, make the changes relevant to theirneeds, and contribute to successful outcomes)

Developing collective change capabilities across all levels has
more impact than simply focusing upon mid or senior-level managers.

Keep in mind that change capability is about more than stand-alone, one-and-done leadership development programs, however. It is about nurturing change responsiveness and resiliency throughout an entire organization so that it is fully embedded within an organization’s culture and DNA.

Integrate change capabilities. Effectivedevelopment includes the integrated use of tools thatassess, develop, and reward change capabilities duringrecruiting, performance management, and career development, includingsuccession planning. Other enabling mechanisms like change networks,change academies, or communities of practice can help align change-readinessand responsiveness with employees’ daily work practices.

Manage change capacity. While change capability is a skill, ability, or mindset that can be developed or improved, change capacity relates to the ability of individuals and organizations to accommodate new change demands. Change fatigue is one of the biggest barriers to employees’ overall capacity to adopt or adapt to change. Change fatigue sets in when people feel pressured to make too many transitions at once or when change initiatives have been poorly thought through, rolled out too fast, or put in place without adequate preparation. An integrated, well-planned change strategy is meaningless if an organization lacks the capacity to execute it. In reality, capacity is finite; people can only do so much and there are only so many people to do the work.

As change agents, learning leaders must sensitize senior leaders to the risk of frenetic, disorganized change that goes beyond what individuals or teams can manage. Best practices include the use of a vetting process where proposed change projects are subjected to rigorous “war room” screenings by key stakeholders and then prioritized according to their importance to business strategy, financial impact, and the probability of success.  

As change agents, learning leaders must sensitize senior leaders to the risk of frenetic,
disorganized change that goes beyond what individuals or teams can manage.

Final Thoughts. The pressures for change are real, change is here to stay, and organizations are looking to L&D for help in gaining the confidence and skills needed to navigate in a business climate of constant disruption. While the effort may seem daunting, we have a responsibility to step up and embrace our role as change agents with the goal of helping an organization transform itself for the better. This means positioning learning and performance initiatives within the context of broader change. It also means integrating the discipline of change management into our own mindsets and skill-sets so that we can leverage learning as a catalyst for innovation, change, and high performance.

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About the Author

Holly Burkett, PhD, SPHR is principal of Evaluation Works, a performance consultancy in Davis, CA.  For over 20 years, she’s helped diverse public and private sector clients develop resilient learning and performance capabilities that create high engagement and operational excellence. Author of the award-winning book “Learning for the Long Run: 7 Practices for Sustaining a Resilient Learning Organization,” she is a sought-after speaker, coach, and workshop facilitator. Learn more at: http://hollyburkett.com/  

Do your people work in silos?

One of the greatest detriments to businesses being able to function at a high level is our insistence on keeping people in silos. Start in marketing? Stay in marketing. Start in finance? Stay in finance. We need to prepare EVERYONE to lead. Right now. We have limited time remaining.

No More One-and-Done Classes

If you are ONLY holding training classes, you aren't really getting at how learning works...

Wise words from Anne Frank

Challenge for today: Ask "why" at least three times. Open up the possibilities. Don't accept the status quo. Look for what's next.

Your Most Skilled Leaders Are Leaving

For decades, companies have been able to hire leaders away from other companies; but with the Boomers leaving corporate America at a rate of 6,000 people a day... that's all about to change.

Is your company prepared? Who is in your leadership pipeline?

Can One Employee Take Your Company Down?

Your company is doing great work. It is creating jobs where they didn't exist before... you are contributing to the betterment of society... have you considered whether or not one employee could bring that all to a screeching halt?

Since February of 2017, with the recording of Travis Kalanick's (former CEO of Uber) poor behavior as he berated an Uber driver, displayed all across America, there have been frequent episodes of bad behavior demonstrated by numerous corporate leaders. In just the last month we've seen:

• Adam Neumann, the CEO of WeWork was forced to step down after the filing of the company's pre-IPO paperwork shone a light on suspect financial dealings which ultimately benefitted Mr. Neumann to the tune of millions of dollars. The IPO was withdrawn, the company has laid off over 4000 employees, and its estimated value dropped 40 billion in the blink of an eye. See more here.

• The Houston Astros baseball team fired their assistant General Manager for verbally attacking 3 female reporters after a pennant win in October. In addition to a social media onslaught faulting the organization and how it handled the incident (initially accusing one reporter of fabricating the incident and then taking 3 days to admit to it and holding the AGM accountable), the team will be fined by Major League Baseball, and the way that the incident was handled is now inviting scrutiny of the company's culture, which will result in further public relations embarrassment and could see the departure of many others in leadership positions in the organization. This incident, and the stress it caused the whole organization, may have just cost the team the 2019 World Series. See more here.

• The CEO of McDonald's resigned this past week, saying this: "Given the values of the company, I agree with the board that it is time for me to move on." The values of the company? The values, that as CEO, he was most-responsible for upholding? See more here.

Now, you might argue that these are people in positions of power and it is often the case that with power comes the belief that you are above "following the rules." But a leader is also responsible for the "unwritten rule" that he or she sets the acceptable behaviors and culture of an organization through their example.

When Does It Start?

We cannot assume that only those in the "higher echelon" are behaving badly (and costing their companies money as well as reputation). Think of the myriad of "little" ethical violations that occur in companies daily: taking home office supplies, failing to report a breakdown in product or process because "it's not my job," refusing to cooperate with another department or colleague, giving a customer favorable terms over other customers, the list could go on and on. At what point does a "little" ethical violation bloom into something that is egregious and damaging to your company financially or reputationally?

These types of incidents are precisely the reason why The Training Doctor created its Leadership From Day One development approach. By developing leadership behaviors such as ethics, decision making, and self-management early in one's career, incidents like these should not occur down the line. If all of your employees are immersed in a culture that supports the good of all (the company, its employees and customers), you'll make a bigger impact on the world and sleep better at night.

Are you at risk?

As a business owner, do you presume that your employees are behaving ethically? Do you know your organization's culpability from actions committed by your employees? Especially your senior/leader employees who have more of a "platform" to do harm to the company?

It is never, never too soon to start developing leadership characteristics in your workforce. Don't wait until you've already promoted someone to a leadership role to start to foster the skills they need to lead themselves as well as others; it is harder to rewire behavior than it is to develop it from the start. When you start leadership development early in your employee's careers, it becomes an ingrained and reflexive behavior as they move up through the ranks.

Go to our contact us page if you'd like help establishing a leadership development program that starts with everybody. Today.

Convenience Over Quality

We'll modify this sentiment and say "easy of use at the expense of thinking."

❔ Do you know someone who is so reliant on their GPS that they couldn't return to a destination a day or two later, without it?

❔ Do you know someone who gets their news by scrolling through Facebook, rather than reading a newspaper? (I had a conversation with someone last week who did not know what Brexit was!)

❔ What else have you observed as an example of ease-of-use vs. quality or applied thinking? Please share in comments ⬇️

Truly Learning Requires Multiple Exposures to Content

How many times do you give employees training on the same topic? If you answer "more than once" I'll be shocked. How long did it take you to learn to ride a bike? Drive a car? Log in to your voicemail?

Moving from conscious incompetence to unconscious competence takes many, many exposures, but for some reason, in training, we take the one-and-done approach.

Need to learn to coach your employees? Take this four-hour class! Want to improve your close-rate on sales calls? Here's a 40-minute online tutorial!

Giving folks exposure to information is NOT training. (I don't have to tell you that.) Yet that's how most training is conducted.

In Failure is Growth...

So many people are afraid to fail - will people laugh at me, judge me, pity me? But we learn more from our failures than our successes. And no one is good at everything they do, the first time out. So what, exactly, are you afraid of? Learning?

First-rate intelligence

It's an important skill/attribute that someone in a #leadership position MUST possess. There is so much information coming at us each day (each hour!) that it is truly important to be able to take it all in, "measure" it, reason through it, and make a decision. 

3 Free Leadership Development Resources

Note: This article originally appeared on Forbes.com
https://www.forbes.com/sites/forbescoachescouncil/2019/09/26/how-to-develop-your-future-leaders-for-next-to-nothing/#69afc9ec2d11

Are you a business owner or managerwho knows you need to startdeveloping the future leaders of your organization, but you’re paralyzed by theidea of where to begin? No worries. This article will help you get started withno cost and minimal effort.

When people learn that The Training Doctor helps companies to develop their leadership strategy, we often hear, "Yeah, but we have no money.”

There are a LOT of organizations - big and small - in this same situation. And the good news is - leadership development does NOT have to be expensive or time-consuming. Here are three resources (and we have PLENTY more to share, if you are interested).

Reading and Discussion Groups

The best activity your company’s futureleaders can master is to be knowledgeable about business in general and yourindustry in particular.  A businessleader needs to know how a business works, not how a job is done. Assist yourup-and-coming leaders by subscribing to industry journals and general-businesspublications such as Forbes, Harvard Business Review, or the Wall StreetJournal.

More importantly, form weekly orbi-weekly discussion groups around an article or two that you think isparticularly enlightening or that would be good for discussion. If you reallywant to go the extra mile, pre-formulate discussion questions that get awayfrom opinion (What do you think of that?) and lean toward critical thinking(Could that happen to us? What would we do, if that happened?).  It’s important to have your future leadersthinking about “the big picture,” and your company in the context of yourindustry and business in general.

Job Rotations

Job rotations are traditionallythought of as an activity reserved for “hi-pos” (high potential individuals).Why?

It’s important that your futureleaders understand how your business works, what departments areinterdependent, and especially how you make money. They cannot learn thesethings if they are stuck in the silo of their own department or role.

A job rotation doesn’t have to beextensive or lengthy, but it should give the “visitor” a thorough understandingof another department’s work processes, priorities, and constraints. Imaginehaving a customer service representative work in the sales department for aweek. They could travel on sales calls, learn about your competition,understand better about contracts and pricing and the customer lifecycle, andon and on. Wouldn’t that make them a much more knowledgeable and helpfulcustomer service rep? Now imagine the reverse - a salesperson on the phones inthe customer service department for a week. Wow.

When people have a perspective onthe whole organization they do their own jobs better, have better collaborationskills, better communication skills, more empathy, a better understanding ofthe constraints or opportunities throughout the organization, and are not justfocused on the role that they do at their own desk.

Tuition Reimbursement

Finally, my third free leadershipdevelopment recommendation is to institute a tuition reimbursement program.Now, this isn’t exactly cost-free because it will take a bit of money to hire alawyer and/or accountant to set it up correctly (for instance, the rules aredifferent for C-corps vs. LLC’s) but once that process is done, the payback isextraordinary.

First, you have little to managebut the reimbursement process because participants are engaged more with the institutionwhere they are taking classes. Second, you are able to take advantage of a taxcredit of slightly over $5000 per participant. Third, courses often requireon-the-job projects, which means that your company reaps the rewards of betterproject management or a better HR communications strategy, for example.

And individuals often feel loyaltyto those companies that help them to further their career and their education, soan added benefit is that you’ll see increased retention (which mutes thosecynics who worry “What if I train them and they leave?”).

Bottom line: You CAN afford todevelop the future leaders of your organization with little cost and minimaleffort by starting reading and discussion groups, instituting job rotations,and offering tuition reimbursement, for everyone, not just for those employeesyou think are “high potential.”

For more great suggestions for leadership development follow The Training Doctor on Twitter or LinkedIn.