Often combined, often confused, often misused is the best way to describe the relationship between Management and Leadership. Here is the problem for trainers: they aren’t the same thing. Training one is teaching nuts and bolts to a mechanic. One is more mechanic than engineer.
Ask yourself if it is better to have one leader or many in a single company? One leader, many managers? One manager, many leaders? One leader/manager and many leader/managers? Did we end up in the same place? I think that managers must be leaders in some ways in order to accomplish their specific mission, which, in turn, contributes to the company mission.
There are differences and similarities; there are times when the same person is both. Here is the big problem. Being the Boss often gives you the choice. Companies rise on the backs of leadership and falls on the backs of management when that leadership vision fails. If it is a vision shared by all company leaders, that makes a difference, doesn’t it.
You can lead a program or you can manage a program. I get the feeling the program that is being led is going someplace, and the one that is being managed is rather static. Now, I used semantics to make it more confusing. That was my point. Clearly there are differences and degrees of importance. Both are incredibly important to the company.
More importantly, I think we need to train leadership at all levels, not just the highest, not just those we call managers.
Now, it’s time to look at a definition. Encarta says a manager is the following:
organizer of business: somebody who is responsible for directing and controlling the work and staff of a business, or of a department within it
organizer of somebody’s business affairs: somebody who organizes and controls the business affairs of somebody such as a professional entertainer
organizer of affairs of athlete: somebody who organizes and controls the training of an athlete or a sports team
competent handler: somebody who handles or controls something, especially somebody who works skillfully
compute program for basic computer operations: a computer program designed to carry out the basic functions of a computer’s operations
student in charge of team’s equipment: a student who takes care of the equipment and records of a high school or college sports team under the supervision of a coach
Synonyms: boss, director, executive, administrator, supervisor, leader, chief, superior
Notice that leader is among the definitions. Now that definition, also from Encarta: (I have purposely left out some of the obvious that do not apply, i.e., a fishing leader.)
somebody whom people follow: somebody who guides or directs others
somebody or something in lead: somebody or something in front of all others, e.g. in a race or procession
somebody in charge of others: the head of a nation, political party, legislative body, or military unit
music musical conductor: a conductor of a band or group
U.K. music principal musician: the principal performer of an orchestra or of a section of an orchestra
U.K. press article expressing editorial opinion: a newspaper article expressing the opinion of the editor
Synonyms: guide, director, organizer, mentor, guru, adviser, front-runner, spearhead, leading light, trailblazer, ground-breaker, lead, forerunner,head, chief, manager, superior, principal, boss, supervisor, kingpin, top dog
Again, the synonyms often mingle with those of the managers. That tells me English speakers, at least, connect the two or see them as the same. That also means we often expect the same. We expect managers to lead or at least to have some measure of leadership. I also suspect a leader that has no management skills is not going to be as effective either.
The leaders, it seems, are always in front, with knowledge of where they are going, an idea of how to get there, and the first to go when the vision goes awry; while the managers are competent handlers of “things” and organizers, controlling work, controlling business affairs, and may I say, following the larger vision of someone else. So that is not to say the manager has no vision.
All along the production line, or service line, or however your organization is structured there is a hierarchy of authority. We expect those above us not to just echo the boss but to show some leadership. Leadership vision that trickles down through other leaders who reinforce with their own charisma and logic make that leadership at the top stronger and can make that vision work.
Yes, leadership is in the front, but at many levels. Each has a different training solution–the reason we are all here.
Remember, I don’t have the lock on ideas so if you disagree or just want to add a story or example, please comment. We’re all in this together.
Budgets have put us all behind the technology curve—at least for government agencies as far as I know. The lower the budgets the less we can spend on the latest technology, including the latest Microsoft Office software. While we should be looking at the latest, we are just now getting the previous version, 2007, and coming from 2003, there needs to be a modicum of training for everyone to be able to use it easily.
Sounds simple. It needs little motivation since we all need it to do the most basic of jobs. A little instruction will go a long way. Now, I have this software at home and use it regularly; in fact, I have the 2010 version so I can probably pass on the training, providing it’s not mandatory. If it is I will do my best to wiggle out of it. Good thing, too, I hear.
I’m sure the story was told to me without exaggeration, and even it wasn’t, it’s still a good example of what not to do, how even the most basic of training can be a disaster. This is why I hate training. Well, I don’t. Not really, but it gives others good reason to. I know you’re anxious to hear the story so here it goes:
The trainer, Bob, who is a subject matter expert from Microsoft is late to his own Webinar. I won’t argue the merits of other training versus Webinars; in fact, this seems an appropriate format for this basic subject where you can demonstrate right on the screen. The Webinar is also connected via a phone line so it is really a combination of Webinar and one-way conference call. The lack of technology again.
But it is not technology that whips the trainer, but the trainer who needs to apply the whip. Bob needs to be in control, not only of his own equipment, but of an audience of hundreds waiting anxiously for how to use the new software. Maybe this doesn’t happen with certified trainers, I hope not, but Bob may be one, or not since he works for Microsoft. He probably just rushed to do what was so routine that he could do it with his eyes closed—except he forgot to check his equipment and test it beforehand.
First, he couldn’t get the Webinar working, but he already had people on audio so he had to explain and apologize (not good), then his version of Microsoft Office 2007 didn’t work on his computer, and he announced once again he had been having troubles with it but it seemed to be working alright a few minutes ago.
His is a case, not just of gremlins but a reoccurring problem with his computer. It doesn’t take a genius to say, make sure your equipment is in perfect working order—at least test it a couple of times—more if you are not positive of its dependability. He finally decides to use his version of 2010, which is pretty close to 2007. Really. He did. Bob has now wasted 10-15 minutes of his training time, and is rushing to catch up. And, he’s not using the same software he is training everyone else on.
Rushing through his demonstration, Bob is going so fast he has lost half of his audiences, and the questions start pinging off the walls. He is frustrated and they are frustrated. They are motivated to learn, while he is motivated to quit. He charges ahead, this time tackling what he thinks will be of interest to his audience: the blogging features of the software. The what? Not knowing his audience, he is now teaching them something most will never use on the job. Some may find it interesting, nonetheless. Training ends with less than half of what should have been covered. His Webinar audience was stunned by his ineptitude, miffed by the waste of time, and some audience members are actually concerned with what they missed since they really need this training.
So, what have we learned from Bob’s training disaster?
Always be prepared, whatever the format, and check out your equipment. Boy Scout Rule Number One. Actually, I don’t know which scout rule it is, but it should have been Bob’s number one,
Treat every training session as the most important training you’ll ever do. Your passion, real or imagined, will come through and might even make you believe it. Sell it like you’re selling it for the first time. This training, however behind in the software budge curve, was necessary and important to those viewing the Webinar and hearing the audio on the phone. They can’t help the budget.
Apologize for being a minute or two late for starting, but don’t make excuses—especially for what could have been prevented prior planning and practice.
Use what you are supposed to be training on—not a substitute. I suppose I should give points for quick thinking but after what I’ve heard so far, I’m already wondering about Bob’s ability to tell me what I need to know.
Have a backup plan. Undependable computer? Get another computer or have one standing by. Have a backup plan. Did you notice I said it twice. It’s that important.
Bob’s worst sin in my opinion is in not knowing his audience. He trained them in something they didn’t have a reason to know. It was nice to know and interesting, and he could have incorporated it as “a nice to know” sort of thing–if he had had enough time.
This comes down to what I always say: Know Your Audience, Know Your Subject, and Know Yourself! All the rest is conversation. For more information on what I always say and about my philosophy on training, communication and other related topics check out my website.
On the surface these four points seem to fulfill what the company wants and (and what you want) in a needs assessment.
The company wants to:
Inform you of currently available training and determine your need or interest in taking training,
Gather and prioritize your ideas for additional training areas,
Determine the capacity of company staff to train others, and
Assess how you like to take training.
These four, with the liberal use of “you” try to tell you in the nicest way that this training is all about you, but you know otherwise. It is, of course, in your best interest if you can predict the value it will ultimately have for you. But this is still framed for the company’s best interest.
Taken by themselves, they are fine. They certainly represent the thinking and collaboration of several key staff members in coming up with these final four. The framers are team players, certainly, and they are trying to include all the employees. If asked, they probably have the same questions–but they really are team players without question.
However, it does leave some questions for others willing to ask. Input or buy-in? How will your information be used? Will it serve as justification for more funding to do the job more to your liking, or just sit there coupled with an excuse of why that can’t be accomplished? What happened to “what’s in it for me?”
Perhaps, that’s the real kicker. There is no mention of “what’s in it for me” other than you might be able to take training the way you prefer it, and helping you do your job better. If I’m already exemplary (I say modestly), will it prepare me for a promotion? Does training even count for that? If you think you don’t need training, does it matter? Sure, it does, but maybe it hasn’t been explained to you.
The most effective training you can deliver is that training that motivates employees to use what they learn. Asking them what they need or how they prefer to be trained is an important first step.
We always seem to start with a needs assessment (often a survey just like this), but we fail in mentioning how this training will be managed and what’s in it for me besides becoming an exemplary employee is left out of the introduction.
Perhaps a conversation or communique addressing how valuable this training will be to employees–career-wise, personally and company-wise–is important to ensure a motivated workforce. To do so, we have to assume people plan to have a company career and have goals for the future. We’re naive if we think if they don’t have. Motivated training can lead us to the company vision for the future; it benefits us in getting the most for our efforts.
We start with a needs assessment, but it has always been my opinion that you can’t assume everyone knows or remembers how this training will benefit them as well as the company.
While it’s logical that a needs assessment comes first before the training plan, consideration should be given to the weight training will be given to employees and management, and how that training will be used. I wouldn’t be surprised that in most cases the training plan is already created and this survey is to gain buy-in or rubber stamping from the employees. I could be wrong, but it is also conceivable the training budget has been set and decisions have already made on how to apply those resources. I hope not, because in those cases, a needs assessment survey like the one described is relatively pointless.
We aren’t the only ones concerned with training outcomes.
According to an Army Times article title, Soldier Training is in For a Big Overhaul, Lt. Gen. Benjamin C. Freakley, commander of Accessions Command, says “We sometimes get overly focused on goals — passing a PT test, qualifying with a weapon, learning Army values and being a good follower in basic training.”
“Is that what we want,” Freakley asked, “or do we want soldiers who not only know Army values, but internalize them; who are proud to be a member of a team, and whose pride motivates the team to a higher performance level?”
In my last post, I talked about Leadership Training in Five Ways to Look at Bosses — a Leadership Training Profileand used the military as an example of type of program that gets results. Now, at a more basic level of everyday training, the military is discovering that in today’s complex world of fighting, there is the need for soldiers to adapt quickly and discovering that outcome-based training is better plan and is making changes in how they are training the troops. This is the most sweeping change for military training in general in four decades.
According to the Army Times, the current operational environment as one of “persistent conflict” that is complex and multidimensional, requiring initiative and adaptability at all levels. This, in turn, has led the training community to become less concerned with processes than the outcome of training. As should we the corporate, business and government trainers, whose world is also “complex and multidimensional.” There’s no doubt that initiative and adaptability is also on our list of desirables when training.
While outcome-based education has its naysayers who say it breeds mediocrity by lowering success standards to meet student inadequacy, some training pundits say there can be the tendency to do that with training. They say teachers and schools want the good numbers OBE can deliver at the expense of the students. To make it happen means lowering the standard so everyone is successful; but I disagree that trainers can be tempted to do the same. The Army seems to agree with me that mediocrity is not the goal. It can’t be. How can we avoid mediocrity in the outcome?
Look for Innovation in Process.
Good training needs assessments, established standards and performance requirements and identifying the most desirable results make outcome based training a whole other matter. Don’t compromise the need because it’s difficult to get there. Keep the need and be innovative in the process to find a way to make it happen.
We accept innovation in most processes, especially if it makes the end product more profitable. If we train the same way, aren’t we doing the same thing. We should look at the whole picture, but we get caught up in trying to minimize to maximize the output. We’re still trying to do the same thing here, but putting the focus on the outcome and exploring new techniques to get there. It really doesn’t sound any different than creating a needs assessment, developing a training plan and implementing the training plan to get there. Often, once through the training, we check off training accomplished without really knowing it has taken.
Identify a Standard of Success.
Freakley said the standard for success under Outcome-Based Training is for the drill sergeant and company commander to look at a soldier and ask themselves whether they would feel comfortable taking that individual into combat.
“If the answer is yes, then you have done your job,” he said. “If the answer is no, then we have to determine if the soldier is trainable.
The same should hold for us. Our corporate or business combat is of a different nature, but if we don’t get what we want we should keep trying and adapt. If the job looks impossible we have to move that individual or get rid of him, but I’m for re-training, if he or she is willing, and still wants to be with the company.
In the military, the major objective of outcome-based training is to transform civilian volunteers into soldiers who immediately can contribute to mission accomplishment in their first unit of assignment. Of course the training continues beyond that for each additional mission.
Drill sergeants and other training officials strive to produce soldiers who are:
• Proud team members who possess the character and commitment to live Army values and the warrior ethos.
• Confident, adaptable, mentally agile and accountable for their own actions.
• Physically, mentally, spiritually and emotionally ready to fight as a ground combatant.
• Masters of critical combat skills and proficient in basic soldiering skills in all environments.
• Self-disciplined, willing and adaptive thinkers, capable of solving problems commensurate with position and experience.
This is not unlike at all what we want for our trainees; only the specific adjectives are different. We definitely want to train the basics.
Assessment.
If we are process oriented, we may lose sight of the results. You can teach it, but can you use it? This brings me to the assessment portion. How can you tell if your training has been successful. You can ask questions, present hypothetical situations, but reall test is in the results, ironically.
Better yet is to keep adding to the training, provide groups that promote actions that keep us centered on outcomes. We have what we want. Trust our trainees to use the abilities we sought to develop; you can’t go wrong to reinforce the confidence you have in them.
An aside. I have always been one to look everywhere for answers, to ask questions, to want to know about a lot of things. Some people want to know how machines work, how computers work, how numbers work; but I’ve always wanted to know what makes people work. Perhaps, that’s the social psychologist in me rather than the trainer.
A book on leadership by Dr. Wes Roberts and Bill Ross from 1989. Some might consider it high on storytelling and low on training explanation, but sometimes a little makes you dig for more once your interest is piqued. Its title: Leadership Lessons from Star Trek-The Next Generation, MAKE IT SO.It does seem to be trait-oriented by they way it is chaptered. The book presents scenes from the series where leadership was on call, when those desired outcomes of training as a Starfleet officer was definitely needed. Captain Jean Luc Picard seemed to have the right outcome-based training to handle “complex and multidimensional” situations with “initiative and adaptability.” Imagine that, and from Hollywood. Do you suppose they had a trainer to advise the writers? It is a different way of looking at leadership and by a reverse look at the results, and it appears the training was outcome based, but that is only my opinion.
“I don’t think I know anyone who can honestly say that he or she doesn’t want to be a success. Do you?” asks June Melvin Mickens, J.D. of Executive Advantage, LLC, in her E. A. INSIGHT newsletter article, The Good Boss: How to Be (or Recognize) One.
“What’s interesting, though, is that usually many of us talk about wanting to achieve success, but we often spend little, if any, time really figuring out how success in a role looks and how we match up against that externally or self-imposed standard.”
So we have to ask if we are looking at training: “What qualities do people value and respect in superiors, peers, or other leaders?” Again, Mickens has the right idea, and this time I think it can be applied in how we train our leaders and managers.
In my Federal agency’s national training center, I developed, managed and trained courses in leadership, management development, train-the-trainer, and customer service. Obviously the most complicated is the Leadership training. It encompasses a variety of techniques and theories, but unlike the other courses mentioned above that can be trained using in a mostly how-to fashion, training leadership is different. But it was the established training so we taught them all. Were these various techniques helpful? Perhaps. More, I think, they were helpful in teaching what leaders should be, and what theories are used to describe leaders than to actually train them to be leaders themselves.
As talked about in various leadership theories, we hear about the The Big Five, referring to the five traits that make a good leader. Let’s see if we can’t take the five points that Mickens refers to that helps identify “The Good Boss” and see how they stack up against the The Big Five. I’m sure there are similarities and differences, but ultimately I think you’ll see yet another way to look at training leaders, bosses, creative management, etc.
“Good bosses are productive,” she says. Most bosses wouldn’t be there if they weren’t productive, but as Mickens maintains, it must be in a good way. Productivity should not go over budget, and should not be without acknowledging the work of others in the process. At work here is intelligence and conscientiousness of The Big Five. Intelligence in the masterminding achieving results and the Conscientiousness, the caring for others.
“Good bosses communicate well.”Leadership theory does reflect that the effective leader must be able to communicate the plan, enlist and motivate others in the execution of the plan. Not only that, as a good communicator, he or she knows that communication goes both ways. So, a good leader listens as much as he or she talks. Good communicators are also observant and know their audience as a good leader should know his or her people.
The fact that good bosses nurture relationships makes sense; it is the way to get work done efficiently and profitably. More importantly, a solid relationship bonds the employee to the company through its leadership. Although some may not agree, I think the long term commitment to company well-being should trump immediate productivity profits.
The idea of personal growth and professional development of not only the leader/boss and his or her employees does, too. As people we all seek growth both inside and outside the organization, and it is important for the leader to model that behavior. “People work diligently for and rally behind leaders whom they know desire, and are helping, to make them stronger,” she says. Although it could be controversial, leaders should seek out opportunities from inside and outside the company for their people as well as themselves in order to grow. The company is not always going to be exactly as it is today. Professional development and personal growth demonstrate forward thinking, a positive for any company.
Mickens’ final factor is leadership, a descriptive profile:
“They are responsible, having learned first to lead themselves effectively and consistently before seeking or accepting the role of leading others. They are good followers, understanding that the respect and effort they afford those who lead them provides a model of respect and effort for those whom they lead. They are accountable, taking seriously the trust placed in them by the organization and by the team, and doing their best to steward that trust well. They are confident, acknowledging the gifts and talents they have been given and, in an assured manner, using those strengths to enhance the organization and its people. They are authentic, not shying away from letting people know the real them — as appropriate, laughing, crying, getting angry, being concerned…being a real person and not a cardboard cutout or an aloof persona. They are thermostats, setting the environment in their teams (and sometimes beyond) rather than thermometers, simply reflecting the temperature of what’s happening around them.”
Taking these factors and looking at them in terms of training leadership may change the way we look at leadership in general. It means we can forget some of the theories and history, or at least de-emphasize them. Focus our training on developing those characteristics that reflect the company image and motivation.
No longer can we think of Leadership training as merely advanced management development with superior communication skills thrown in, or advanced training for a really smart manager whose ideas in the past have proven profitable, or advanced training for the experienced manager.
Are we looking at leadership training programs through professional development, meditation to help them create and innovate, exercises for the brain, muses and mentors? Perhaps, a little, but more than anything we need to simplify and focus on what we want as an outcome. Outcome based training: Isn’t that what we’re after?
What we want to create as an outcome deserves a repeat of what June Mickens says earlier: Leaders that “are thermostats, setting the environment in their teams (and sometimes beyond) rather than thermometers, simply reflecting the temperature of what’s happening around them.”
There is something to be said for learning that comes from other leaders and mentors. However, does that learning in itself develop creative leadership in others, or mimicry of the status quo?
And is there really a difference in a regular leader and a creative leader if we use this current definition. Aren’t all leaders by this definition creative? Independent problem-solving and decision-making, by any expert’s reckoning seem to rank at the top of the traits a leader must exhibit–period. We always say “creative” leaders should think “outside the box” enough to drive a clichéover the cliff, but I’ve yet to come up with a better term. “Outside of the box” thinking is what I expect of any leader, and to do it effectively.
The simplified definition by Wikipedia says a leader is someone who has the ability to organize others to accomplish a common task. There is the debate between the age-old situational leadership, where a leader could be a leader in some instance and not in others, with the more current individual traits theory that looks to certain traits we will find in the people who accomplish great things. Through this observation, we say leaders must have certain traits to succeed.
With current technology and statistical trends we can develop that further. The times make the man–a throwback to situational theory, but remains true when times are tough, and when there is pressure to survive, some leaders emerge. Certain traits not seen before appear and are applied successfully. The emergent leader that is often seen in the corporate or business world based on perceived performance and dedication to the team effort or company effort is the same emergent leader that is favored in military training. The corporate leader who emerges during a crisis can have the same faults, flaws or imperfections when times change.
In military officer training, regardless of service, field exercise problems are used to observe the behavior of others to see who will lead the group to a solution. Here we are dependent on one theory and leaders may emerge, so may those who are bullies or intimidaters, fierce competitors who yell down others to be center stage. There are also the ones who know the leadership theory and do their best to demonstrate it the observers, natural to their nature or not. Then there are the quiet leaders who wait to be asked for their opinion. If they are appointed the leader, they will emerge as leaders, often better than the ones angling for attention.
In training programs where we look for emergent leaders it seems mistakes can be made easily. However, in all fairness, the military model, not including the “emergent leader” exercise, has many assets to recommend it, most of which have to do with developing character.
The military leadership training program to train its officers provides a vehicle for it students to learn to follow before leading. It also teaches the potential leaders:
the acceptance of responsibility,
respect in general, respect for peers, superiors, the uniform, service and country (as well as practice it on a daily basis), and
the art of being their country’s ambassadors and protectors.
These potential leaders also
hold unit positions for which they are held accountable,
learn the art of problem solving,
decision making and
cultivating relationships with others–their employees, peers and superiors, as well as
the expectations to go to war, and
to be confident and proud.
There is also the expectation that they will continue their professional development training. Promotions are available only when those development goals are reached. I should also point out that not all officers turn out the same, nor maintain an acceptable level of competency or leadership ability. Those who do not get promoted in a certain amount of time are not allowed to remain or may be allowed to retire if they have enough time. This allows for younger, more capable to move up in the workforce.
Obviously not all corporate organizations could follow such an intense model or on a scale equal to the military but it could incorporate training modules that promote behavior desired by the company–behavior that works, but perhaps on an abbreviated scale or as I have written previously about Why Isn’t All Training Like Training for Your Black Belt.
All the elements are there. Am I advocating a leadership training boot camp to accomplish the same goal? They do exist. By the hundreds. Usually they are three- to five-day training retreats offered by a training company. Perhaps it is a good idea to invest in creating your own organizational boot camp. Another idea would be use the Black Belt model I’ve mentioned before to train leaders in a gradual way, rewarding them for each step of the training they successfully complete.
I’ve gone on long enough. Leadership is such a complicated issue it has taken me several articles to cover a small portion of the information and speculation that is available. These are just my thoughts on the subject, and I haven’t been everywhere or done everything. Perspectives and opinions being what they are, I have tried my best to fair and even handed. I am always looking for guest bloggers to give another point of view or provide new information. Be sure to check out my book, The Cave Man’s Guide to Training And Development now available.
We don’t often think about staff meetings as a training ground, but they are. Granted, they exist at a very basic level (only lower level would be OJT, or on-the-job training, considered one of the best training environments), but few situations allow you to have so many company subject matter experts and leaders in the same location at the same time. But the problem isn’t whether you agree with my training definition; it’s about maximizing the use of this management “training” tool.
“Management requires us to attend regular staff meetings on weekly basis with an objective to discuss the routine matters of the office. These meetings apparently turn out to be boring and fruitless.”
The comment above sounds a little like, “War! What is it good for?” Unfortunately staff meetings are necessary, just not life threatening, unless you die from boredom. Of course, ensuring “what’s in it for me” will help, but you need to make it more reciprocal and establish an “all for one and one for all” meeting format.
Staff meetings can serve a very useful multipurpose existence. To make them work the way you want them to, you may just have to train staff in meeting design and handling of subordinate staff in a corporate setting.
I know it sounds boring put that way, but doesn’t have to be. A staff meeting can have order, provide vital and useful information, and be interesting and interactive.
Staff meetings still may take up some of your valuable time, but they can be transformed, with a little planning, into meetings that give back, that pack information you need from the rest of the staff to know, identify training needs or inform others of training that is being offered in the organization elsewhere, provide collaborative opportunities, and ways to focus your efforts so you may best be rewarded for them. Need a list of what effective staff meetings can accomplish? Just to show I don’t have the lock on ideas, here’s a list from the Career Post Team on the Virgin Islands:
“Improving collective performance, encouraging greater productivity and boosting profits
• Strengthening a sense of togetherness, brand-awareness and corporate identity
• Developing good communication skills within internal teams – a valuable skill which will be translated into customer or client interaction
• Motivating staff to help each other succeed, reinforcing their commitment to working towards a common goal
• Teaching managers and senior staff the crucial arts of communication, delegation and leadership
• Discussing matters concerning changes in office routine, such as: change in lunch periods, hours, vacation time, etc.
• Announcing weekly office statistics
• Open discussion on ideas for generating referrals
• Contributing to a sense of oneness among co-workers
• Discouraging feelings of isolation that can develop when staff members are given routine work assignments that allow only minimal interpersonal communication during the day
• Stimulating useful ideas about how to deal with problems and how to improve the handling of routine situations
• Reducing friction by giving staff members an appropriate forum to air their differences and seek resolution
• Ensuring regular and effective communication”
Now, the trick is making the staff meeting work for you as the manager, supervisor or staff member. First, focus on one or two items of particular importance. Don’t try to combine too many items–especially combining the important and not-so-important administrivia (sorry administrators). The key is to keep the meeting short and relevant. The longer the meeting, the less will be remembered, and it will be the least motivating. People are truly motivated over one or two important items at time. Any more will overwhelm.
We don’t have regular staff meetings in my office; instead we have individual management meetings–a one-on-one with the supervisor. We are all mid-level management ourselves, but I still feel regular staff meetings are important. The best staff meetings I remember having were during my time in the military. All the players knew their parts well and the result was a meeting no longer than it needed to be, everyone was heard, and any additional information that was required could be run down after the meeting.
A staff meeting, or any meeting for that matter, should be a precise communication of what is intended. “There he goes again–the communicator.” Actually, this time I’m talking more about organization and planning, but focused as you would in creating a single-minded event–with multiple disciplines involved.
The purpose of the meeting is really about bringing people to together for a single purpose–the company’s purpose. So, a staff meeting is a way to bring “all for one, and one for all” like the The Three (or four) Musketeers. Too bad we feel we just got stuck.
How can you avoid being “stuck?” You can’t unless you’re the boss, but there’s help for him, too.
Approach the meeting as you would a production. You can’t have wildly differing elements or the meeting loses the cohesiveness of meeting tied together topically. Chaos will ensue, people stop paying attention. You know this happens on conference calls because those on the other end can mute their end and you’ll never know unless you ask a question. In a meeting, everyone can just stay mute and the meeting will end after your lecture. Not very productive.
You should do the following every time you have a meeting, but you would be surprised who doesn’t. Plan it like an event you want people to want to attend.
This is how it usually happens: you are so busy that you jot down a few things you want to talk about and call everyone together or schedule a meeting, but often you only say a few words about what it is going to be about. While you’re just saying a few words, how about adding an acknowledgment of how busy everyone is and a short sentence that you expect or hope attendees might get out of the meeting?
In larger organizations where you would have section heads, vice presidents, sitting around a table–each is immersed in a world of work totally different from one another, but I will assume each is equally important to the company (or at least he or she thinks that is the case). The president, CEO, boss-whoever is sitting at the head of the table, wants to see how all your efforts come together. Purpose of the meeting: an update from each of the attendees. Basically, a show-and-tell of the work going on right now. Or, a focused piece on one aspect, one strategic component everyone is doing their part. This meeting is important for everyone to know what the others are doing; it might spur ideas, questions and concerns. Now’s the time to address them.
How do you get everyone on the same clock? Giving them time to work with is too fluid. People rarely stay on time. Either they break off early because they don’t have time to cover everything-so why bother (not good for morale either); or they go over–sometimes long enough to be stopped by the boss. Also, not a morale booster.
Instead, create one standardized presentation and give responsibility to each participant to do two or three (make it the same for all) slides. On each slide they “own” they can use bullets (done the same way), charts or examples. One good reason for standardizing the presentation is that it puts everyone on the same page and using the same rules. No PowerPoint or similar type of presentation? Use one or two flip charts, or limit the number of points to discuss on the white board. If you have an executive officer or special projects officer, he or she can put it all together and “manage” the terms under which each member participates in the meeting.
In the end, participants will have equal amounts of information and be able to focus on the information they need, know where to get additional information, and participate equally in the discussion or Q and As. You will have a presentation or handout to take back to your office. What could be more fair than “one for all and all for one?” And, you’ll have a model staff meeting format to take back to your office and your staff.
These are my words and opinions. Please feel free to disagree and comment, or contact me. If you’re interested in more of my points of view–my Cave Man way of looking at things, I have a website where you can find other items I have written. For more information on my peculiar take on training, check out my best selling The Cave Man Guide To Training and Development, and for a look at a world that truly needs a reality check, see my novel about the near future, Harry’s Reality! Meanwhile, Happy Training.
I hope to get a least a smile from my film metaphors, but what do you expect from an actor turned trainer? When we write it is said we should always write what we know. And, that is what I have tried to do here. I hope you find my take interesting or entertaining (hopefully both), but, most of all, in caveman speak, that I bring food for the cave. Food for thought, nourishment for the soul, vitamins for energy, etc.
I find training and development to be a fascinating field although my approach may sometimes deviate a bit to the employee or trainee side of things rather than the trainer, training developer, or training manager. These days, at a time when we really need to see the people in the jobs perform their best, and knowing the uncertainty of the economy, trainers need to do what seems impossible and see that it gets done.
And we have to do it with fewer resources than we used to have, meaning more in-house training, less outsourcing–if at all, and do more than just train. We need to give hope, motivate and or train. We need to see the “good, the bad, and the ugly” of training, and make any training the “affair to remember” of my last article. Understand when I say the “ugly” of training, I only mean the process our trainees may find utterly boring and repulsive. We can’t help that on the surface so much–the fact it exists or we must train on certain subjects that in themselves are boring and perceived by some as a waste of time. That subject training may be mandated by law.
But we can try to make the most of it by reaching out to those who find it repugnant to see value in it–like it or not–out of necessity. That means dealing with individuals to whom the subject or the process seems entirely unnecessary. This means acknowledging at a minimum there is more to people than their job. We can’t ignore their job and their place in the company; however, we can try to incorporate it within their reality of survival–their world being more than company.
Some see their jobs only as a means to survive; however, I think most of us enjoy our jobs–or at least try to make the best of them. Sometimes those jobs become us and who we are–our very identity. Remember, Death of a Salesman, a perfect tragedy of a life ruined by becoming too much of one thing and forgetting the rest of his identity is important, too. This has been said often by teachers and trainers, and you’ve said it yourself, we shouldn’t train subjects but people. Ironic isn’t that in some countries subjects and people can be the same thing. We no longer have a monarchy ruling this country so people aren’t subjects. While people learn subjects, they really have to be connected or should be, dare I say it, to Maslov’s Hierarchy of Needs. We should identify people as being more than the job. The subjects we train or teach are a part of the whole–not the whole.
When I wrote What Would A Caveman DO: How We Know What We Do About Training, I was writing about a simplified time, when training was a matter of survival, when people needed and wanted to learn more to do their jobs more efficiently. Doing their jobs more efficiently put more food on the table, made a better shelter, or otherwise helped them survive and thrive.
We have to have a similar take on training even today. If we can’t directly help someone survive this economy, we can at least acknowledge trainees as people who have the same worries as the rest of us, and make it positive. The off-hand remark a trainer may make about having to take a break because it’s in the curriculum or labor union rules, “and we have much more to cover” doesn’t help to promote the feeling we are all in this together.
This is not the time to joke about real lives. People need a break to breathe, to stretch their legs, and to use the bathroom, but also to put things in perspective, to call home and check on the sick kid, to connect with the wife to see if she needs anything–personal stuff. Those things that make them people–human beings.
I’m not saying we aren’t doing these things. Most of us probably are, but I am saying they are still important to do. Everyone wins. To make people a part of the equation means we are the “good;” to not do so, the “bad;” and we know the “ugly” training exists no matter what. Dealing with it positively makes the experience worthwhile for all–even the trainers. No one should feel they are not being served by training. Know that we are all happier doing our job when it is more pleasant. When people appreciate us, we like it. It increases our self esteem.
As trainers, we have the best jobs in the world because we have to be so multifaceted as human beings; the trick is in using these facets together in training others. We trainers must be psychologists, teachers, counselors, trainers, philosophers, and oftentimes, subject-matter-experts as well. It wouldn’t hurt us to do our best to be people experts. In fact, it wouldn’t hurt at all. It might even do a lot of good. I hope you agree.
This has been my take on the “good, the bad, and the ugly” of training. I hope I brought food to the cave and something to think about. I look forward to hearing from you–either here in comment form, or via e-mail. Or, if you like, check out my website. I’m always open to questions and suggestions of topics. If I don’t have a good answer your question or can adequately write about your suggestion in a short article, I’ll try to find someone who feels they can. Maybe that’s you. Let me know. I want to know what you think.
By the way, my new eBook is available through most major distributors and in most formats. The Cave Man Guide to Training and Development is a look at training through the eyes of others, taking the notion to another more basic level to explore ways we can simplify what we do. We spend so much time “branding” ourselves so we have a different approach to sell. Maybe what we have has complicated the picture for the very people we want to sell to. I have written a book to help us re-think what we do and ask some questions of why. Who is to say, this won’t work for your brand of training; it may even help.
When I asked friends for ideas on training for this article, here’s what I received:
How to train your dog to use the toilet.
How to make a mountain out of a mole hill.
How to make an American quilt.
How to extract your own wisdom teeth.
How best to express road rage-flipping the bird or screaming obscenities.
How to fit the maximum amount of beer in a fridge.
How to escape a burning building using only # two pencils and dental floss.
How best to ____ off telemarketers.
Creative, yes, but not at all what I had in mind. But it does tell us what people think about training. It gave me an idea about how we could most effectively be using the learning tools we are given.
Say the word, “training” and it elicits an immediate frown from the trainees-to-be–unless these same employees are anxious to get out of work at their job, which isn’t a good thing either. Most training is boring. It’s always the same thing–prescriptive. Trainers who can take that curriculum and turn it into something more relevant, interesting by adding experiences and examples, some not in the book, and therefore, fun, are the opposite of boring. Yes?
Believe it or not, some trainers are more afraid of the public speaking aspect of training than conducting the training itself. Those trainers do what they have to, but they haven’t necessarily succeeded in making it a memorable experience for the trainees. Not all the necessary communication is written down in the training curriculum or trainer guide. The trainer’s guide doesn’t say be yourself, be self-assured and try to make the trainees want to be a part of this exciting endeavor.
Let’s face it: training guides are meant to help a trainer accomplish the basic delivery of pertinent knowledge and doesn’t cover too much on how to make it relevant on a personal basis. The very business and staid nature of the guide makes some trainers try to make a seemingly “mission impossible” into “an affair to remember” without any help.
We know from research that people learn better when certain techniques are used. We apply those learning techniques in our training modules because they reportedly are the best ways to have our trainees remember what we want them to remember.
But what if they are more focused on nonsense questions like the above, and view this training as having little value?
We’re doing all the right things. We are using the prescribed curriculum; we are using the trainer notes. We have icebreakers, experiential activities, quizzes, and evaluations. But is anyone listening?
Making your training “an affair to remember” will certainly solve that concern.
So, how do you get there?
There are probably some born communicators or those who have learned their craft over the years, but for those who are aren’t, here are some ideas to help you present a more dynamic lesson.
Training, teaching, public speaking, conducting successful meetings, presenting depositions in court or talking to a jury, and, of course, acting are all activities based on a performance, requiring credibility, passion, and the ability to draw from your own personal bag of tricks to make it real. I’ve talked about several of these activities in other blogs, but hopefully, this one can tie them all together.
My biggest concern for trainers is that, for the most part, they are more focused on the process of training according to the trainer’s guide, than on communicating with the trainees or audience. It’s a little like “which came first?” The basics of public speaking apply, taking into account the audience, the subject and the trainer/presenter/speaker, etc. I’m not saying make a speech or lecture instead. Do lecture, if that’s appropriate. Should you follow the “plan,” know that even the introduction of the training itself, the transitions and instructions to carry out the activities, and the overall purpose and motivation for the training must be communicated effectively.
Why do some students love their teachers? Because they’re young and don’t know any better? No, because the teachers are charismatic. They’re fun. They’re themselves and the students know that. The teachers care about the students and ensure they get the a lesson–not just going through the motions. It should be no different with training. And trainers, too.
Know your audience, know your subject and know yourself.
Sounds simplistic and maybe that is the beauty of it. Knowing the audience is primary to any training needs assessment, environment, implementation, and plans. The same goes for the subject–tailored, of course, to your audience. Then, the biggest factor, often ignored by managers and training staff: the assignment of a trainer who can hold and engage the audience with the subject matter.
To some trainers, even though they know training and all the requisite tools, public speaking is still their biggest fear, their “mission impossible” as it is for most people. That is the reason some trainers fall back to the etched-in-stone training process.
Sure, the program takes into account how people learn and what techniques do that best, but bottom-line for trainees is that they have to care. The only way to make them care is to have someone who can grab their attention, make the training meaningful and communicate the message (the subject effectively). That is the job of the trainer or facilitators of training. Either way, we’re going to make that “mission impossible” “an affair to remember.”
For those trainers or facilitators who need help in owning the stage and being more confident, I won’t just say, “practice, practice, practice.” Practice is important, but there are other techniques as well. Actors know how to be comfortable in their own skins as well as others. The trick is to get the right help to identify who you are, and to use that knowledge effectively.
Once you know who you are and why you belong on the stage the rest is conversation–the training module, made easy.
Use the all the personality tools you own, the information you feel critical to communicate and connect with the audience. “Owning” the moment and the stage is key to alleviating public speaking/training fears. This is where the knowing yourself comes in. Everyone has a unique personality and I encourage them to use it. Not everyone is a dance a minute on the stage or a joke teller or a witty soul. But I wouldn’t tell a cowboy about to make a speech he had to take his hat off–especially if that is not who he is. In essence, be yourself and use what is unique about you as you would in talking with friends. Be a person. That will help the moment feel more natural–more like conversation, which isn’t fearful.
Communication considerations for trainers.
How do you get your audience’s attention and maintain it?
Recognize different training groups, different approaches, different sizes of training–one size may not fit all.
How do you make the trainees remember what you said? In public speaking, we use storytelling and humor among other things.
How do you influence your audience?
Knowing the charisma you need to become a dynamic and respected communicator or facilitator of training? A hint. It’s already in there. In you!
Effective communication couldn’t be more important in training.
No one should deny our purpose is for our trainees to absorb our subject matter and commit to using it. Even if you have a product that sells itself you still have to have get someone to pay attention to it to know they even want it. Basic communication means we have information to convey and we need our audience to “act” on that information (even if it is just to remember it) or we wouldn’t be there in the first place.
Communication is about sending and receiving information. Actors are taught acting and reacting–virtually the same give and take in a speaking or training environment. Acting is about audience perception and our ability to influence that perception. To get others to listen, to remember, to change their minds or attitudes is communication.
Actors aren’t the only ones who need to know their audience, their subjects, and themselves, trainers should, too, if they want their training sessions to be “affairs to remember.” Those results are the best kind, after all.
The most efficient training is the best communicated training.
Corporations, non-profits and any big organization–especially the financially strapped state and federal government agencies are looking for ways that save money and still accomplish training needs.
My previous article was on meetings that are held to discuss “best practices.” Here is an idea for multifaceted supervisor training that came from one of those meetings that I’d like to share.
We generally take our best workers and promote them to supervisors to do unfamiliar and dissimilar work in a totally foreign environment.
Even if they were team leaders before, it’s a whole different approach to what they did before when they were one of the guys. Now they get to be the “bosses,” separate and apart from their crews and peers. It may seem to them this impending alienation is sorry “reward” for doing a great job, but once they learn the way of things they’ll probably think differently.
Let’s say you’ve managed to snare the young, hard-working employee and gave him the job of supervisor, and you are anxious to see what the diligent and dependable employee can do to make his people more like him.
Hopefully, he can turn his workers into a productivity train—but he has to become a supervisor first, and that requires some additional skills. You hope his attitude will help get him there. You hope you chose well.
Now, you think of training, but they took your money. Maybe he can make it on-the-job without training. Now, that would be the way to lose him.
How did you train supervisors before they took your funding away?
The supervisor took a core set of courses, traveled to some site training and spent a good deal of time just settling in.
Okay, maybe that’s a little too simplistic and ideal, but today what he gets is a big question mark. Today, because funding is low, he is thrown to the wolves and you hope he has a knife or grew instant fangs, or is tossed in the river and you in hope he can swim.
While I like focused, self-directed and motivated, core-based, classroom and exercise-based training, I think mixing classroom training when available, using online training, company-specific training provided by local managers, a support group, and a mentoring system that provides a place for questions and feedback is something to consider seriously.
The biggest problem is getting the core-training in a timely manner.
In the absence of that it makes sense to use the other methods to fill in the gaps. A supervisor support group will help to start with and could be continued indefinitely, creating a pool of supervisors sharing problems and solutions. These groups of 8 to 10, if the company is large enough, need not meet weekly, but monthly or quarterly to share common issues, network and training.
Add in a seasoned mentor who besides, advising, can develop a working relationship with the young supervisor.
The supervisor can possibly take advantage of that relationship rest of his career; after all, who could know him better over time?
It would be the manager who would set up a plan with the mentor, who would meet with and observe the new supervisor in the office; if so needed he could recommend training in addition to providing advice. He follows up with phone calls and emails to keep up the bond that follows the supervisor for his first year at least.
That may be all it takes for the supervisor to come up to speed, but what is the harm of establishing strong links in the company with his peers (supervisor support group) and his mentor—a guide for his career. As for the mentor and other teachers/managers drafted in the process, a little refresher never hurt anyone.
These days of economic uncertainty it might to also refresh their interest in the company goals and needs.
As for the online training, the managers sign on as teachers or teaching assistants and can monitor the supervisors’ progress. Best of all, it doesn’t have the feel of training in the traditional sense; it feels more like support, and it works. It is a Best Practice.
The result: You will have good supervisors to support the line staff, make a case for recruitment and succession planning; and besides growing strong supervisors you will be increasing company productivity. Of course, that’s not a given, but a strong probable with the right talent.
After Best Practices comes Wise-Guy Best Practices.
If I have to listen to another Best Practices (BP) presentation… If I say that they don’t always work, someone is bound to say to me:
“Okay, Wise Guy, why not? You probably want to substitute training for something that’s proven successful.”
Let me say at the outset: I am not against “Best Practices,” nor do I think they are bad business or bad for training; however, I have always found it interesting but odd that one of the best ways to transfer ideas and proven methodologies is rarely adapted by others. Although I can’t verify the numbers, I think, in most cases, it isn’t used enough or it’s used too often as a problem-solving method–to the detriment of innovation. I think the training value inherent in this post will become more obvious as we go along.
So, what’s wrong with this perfectly conceived notion to transfer BP to others?
There’s absolutely nothing wrong with this concept; it is in the delivery method and implementation. One would think that this is the ideal way to transfer proven “practices”–hence the name, or ideas that work. The problem is not in the lack value of the idea or practice itself; the practice may be perfect–especially for the environment it came from; the problem usually begins with the initial delivery of it to a group, and that’s just the beginning of a good idea gone wrong.
Perhaps, this is where training comes in: How do we train on making the best use of BP? How do we deliver BP so our colleagues don’t shut out creative potential or just plain ignore us? How we can stay focused on implementation, taking into account our colleagues too work in a bureaucracy?
According to the Wikipedia and Business.com dictionary (not a very authoritative source, I know, but it does get the idea across):
“Best practices are generally-accepted, informally-standardized techniques, methods, or processes that have proven themselves over time to accomplish given tasks. Often based upon common sense, these practices are commonly used where no specific formal methodology is in place or the existing methodology does not sufficiently address the issue. The idea is that with proper processes, checks, and testing, a desired outcome can be delivered more effectively with fewer problems and unforeseen complications. In addition, a ‘best’ practice can evolve to become better as improvements are discovered.”
I’ve worked for government for 30 years, (some of it for the military but that’s beside the point since they use Best Practices, too), and this seems to be the best way to find new and useful ways of doing business for them as well. I won’t argue that it can’t be successful. It stirs up people to try something new, but does it really? That is the big question.
Let’s start with delivery.
A lot of presentations begin with:
“We had a need… We did this organizationally… This is exactly what we did… Here are the results we came up with…” Some presenters go to far as to say, “Here were our stumbling blocks…”
This is how it all happened, but the question of how to apply it is in the minds of your audience members or colleagues. Most of the time, they are finding fault or reasons that are not applicable in their situation and may discount the idea completely. In short, they aren’t listening anymore. The session is now a waste of valuable time.
Here’s what you can do to correct or at least maximize the result.
Keep the idea generic and try to show colleagues how it might work in other environments. If it was such a good idea, you thought of that, at least in terms of process. Tell your audience the process, the logic, the means and obstacles they have to look at. Now, you have them listening and thinking about their problems, using your input as a part of problem-solving done right.
I won’t go so far as to say it stifles innovation, but it stops plans to re-invent, which could include better ideas, and relieves people of having to think creatively. The idea of using BP is an innovative idea in itself. I do understand the ideas that “if something isn’t broke why fix it” and “if it works well, use it.” The trick is to get those who adapt an idea to their environment to actually invest in it long enough to work.
Everyone comes to these events with a pledge to get something they can use–so desperate are we for new ideas.
As a regional office responsible for six states, we have a Best Practices regional conference every year and it is one of our most highly attended events for our colleagues in the states. It is a formula that works well in an environment where you want colleagues in somewhat different environments and different sets of circumstances to adapt the idea so it works in their particular organization.
Using BP is especially useful in the Federal government since it wants its State governments to see the value of certain ideas in practice, and implement something similar in their state. It’s all for the good of the nationwide program; the Federal government could mandate certain procedures but that’s a lot harder–especially if it is an unfunded mandate. And, these days, it’s all about doing more with less.
BP is one approach that can work. I am moderating a session for my organization on “Best Practices” this week myself–as I have for years. I, too, have presented “Best Practices” in several areas, including outreach, customer service, collaboration and communication, and have probably fallen victim myself of doing what everyone else does. We can spend too much time getting there and not leave enough time for the Q and A, easily the most effective portion of the program.
Fortunately, as a moderator instead of presenter, I can work with the speakers toward the goal of transmitting only the most relevant and useful information and try to direct questions from the audience. Hopefully, it won’t be too late. In reality, most speakers will have their presentations all too pat to modify; they are, after all, the specialists talking about their achievements. It’s their important moment.
Human ego causes us to stay in the light that shines on us. I’m sure it’s not enough for celebrity madness to set in, but it may mean we have transmitted what we did for a minimal effect.
A final argument and probably the best comes from a colleague who works at a rather high-level in a state government program. Where it works for the Federal government to transmit a BP to the States and have them work out the details to make the idea work, it is more complicated at the State level. Like the Federal government, there are state-level organizations that overlap so collaboration is needed via memorandums of understanding, contracts essentially, so that certain organizations take on one portion of another agency’s workload, and sometimes they exist outside the branch of government and some are even outside civilian contractors–government privatized for economy. I won’t argue whether it works here. That’s for another article and another time.
As you can see, there is another level or two of bureaucracy within the State that may hamper that effective application, especially when an organization that uses a BP as an excuse to get out of adhering to State policy, preferring to use the BP as a way of alleviating responsibility, or as a means to avoid the work required to actually impose and monitor standards. The contracted organization still wants to maintain control of its own actions. The BP action gives a workable policy a malleability that denigrates what began as a very good idea–all for the sake of local politics, inter-divisional rivalry or departmental bickering. Or, contractual maneuvering. It applies to all: government, business corporations, or non-profits–wherever these factors exist.
“Best Practices,” the darling of business and government, is a great tool used wisely. As in all things.
We see the success of interest and attendance and fail to see the diminishing returns because they are yesterday’s news. We go on with hope eternal that we will find the BP to help us do our jobs better. The hardest part is to ignore the tremendous promise of attendance and think to say what we have to say to keep our audience focused on the BP and not the presenters. BP are for our colleagues’ benefit after all; they will remember the presenters’ organization when the idea is part of their organization as well. Not only is commitment to implementing BP important, but training how to characterize the BP generically is the very next step before we present them.
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