Category Archives: Coaching/Mentoring

Booster Shot: Lead Yourself First

Lately, I have not been true to my blog postings; especially, the one posted on January 21, 2009 entitled “Lead Yourself.” The 7 principles are found in John Maxwell’s book “The 360 Degree Leader.”

As my workload grew in recent weeks, I did not proactively manage my time and priorities and the results led to a behavior that I am not proud of. I had an outburst with an employee today and others witnessed this behavior.

John Maxwell stated that if we desire to lead up, we must lead ourselves first and the first principle in leading ourselves is to manage our emotions. I was unabled to manage my emotions. No one “wants to spend time around an emotional time bomb…” “Good leaders know when to display emotions and when to delay them.” Well, I must say my timing was off.

The good news is that I apologized to the person that I had the “outburst” with; however, others who were in the room during the outburst were not privy to the apology. My job now is to make sure that my outburst did not affect that person and others who witnessed my behavior negatively.

I plan to review the January 21, 2009 blog again and I invite you to review it as well. Reminders are good.

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Principled Leadership

Last week I attended several workshops at the United States Psychiatric Rehabilitation Association’s (USPRA) 34th Annual Training Conference held in Norfolk, Virginia. The workshop I am sharing with you today was entitled: “Principled Leadership in Mental Health Systems and Programs.” It is based on William A. Anthony and Kevin Ann Anthony’s book with the same title which can be purchased online at www.bu.edu/cpr/products/.

Our workshop facilitators reviewed 8 leadership principles as follows:

1. Leaders communicate/create a shared vision.

· The organizational leader needs to continually assess the agency’s mission and vision. The leader needs to share what is happening in the larger world and then put this in context to its own organization. The leader also needs to use every communication vehicle available to express the organization’s vision and mission to staff and those the organization serves.

2. Leaders centralize around a mission but decentralize operations.

· The mission of the organization should be visible for all to see. It should be on business cards, visible within the organization’s buildings, especially in the board room. The mission dictates how the organization should operate; therefore, a principled leader doesn’t micro-mange. It’s a waste of time and staff can’t develop the skills they need to run the organization. The leader uses the mission to empower others. It’s the leader’s job to spread the word around in the greater community about the mission of the organization and raising funds to sustain the organization.

3. Leaders live by key values.

· Leaders need to be the keepers of the values (i.e. recovery values and assures that the mental health recovery values are being practiced in the organization). Staff’s performance evaluations are based on the organization’s values.

4. Leaders empower their staff

· An empower organization is clear who has authority and who makes decisions. Best decisions are made where the services are delivered. Use values to make decisions; this reinforces the values. The leader becomes a consultant within this context.

5. Leaders assure that staff are trained to do their job well.

· Leaders ensure that that staff are trained in a human technology that can translate a vision into reality. Training is important and the leader needs to assure that the organization is a learning community. Training can come through daily supervision, during staff meetings, peer reviews and of course through various workshops internal and external to the organization.

6. Leaders relate constructively to employees.

· A principled leader will always focus on the positive and the strengths of the organization’s employees.

7. Leaders use information to make change

· Change is constant. What should we start doing? What should we stop doing; what should be continued. Leaders receive feedback from staff, consumers, advisory bodies and other stakeholders. Then the leader, as part of the team, will use the continuous quality improvement process: decide, collect, analyze, implement, monitor, and decide.

8. Leaders recognize and reward great “performers.”

· Principled leaders always find a way to recognize great performers; it’s best to recognize great performers publicly.

Slides from this workshop can be viewed by going to the USPRA’s website at www.uspra.org.

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Our Work Never Ceases

God, I am thinking about “retirement.” I am ready to hear “well done my son.” But what I sense from you is my job is not done. I have more to do.

What might that be Lord? What are the costs, the sacrifices? God I am not sure I am ready for more work and sacrifice. I want to rest. I am tired. Okay, if I need to go on; here’s what I need from you.

Help me to get it right this time. Communicate to me clearly; assure me the voice I hear is yours. I speak not only for me, but for the “all of us” that listen for your voice.

Help us to hear your call. Comfort us as we come to understand that what we do for you will never cease; that we are to labor in the vineyard as long as we are breathing.

So God encourage me daily. Send me reminders often of your love. And if you must, gently discipline me when I falter or resist your will. Show me what you would have me do; for “all of us” to do.

We all have a role to play. Let me and all your children not neglect our job. Give us strong shoulders for those who come after us to stand on as we (each generation) continue transforming the world.
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1. Have you ever thought what you might do when you retire?
2. Even in retirement, God preps us for the next venture. What venture might that be for you?

Dear God, help us to stay awake, pay attention and to listen to our hearts and soul as we wait for our new venture to serve you and humankind in a new and exciting way. Amen.

The painting is the work of Jim Whalen

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Executive Supervision, Part IV: Business Acumen

This article is an expansion to a presentation that I gave to doctoral students at Old Dominion University on October 16, 2008. The presentation related to administrative supervision in a community mental health center. However, the principles outlined in this paper are useful in any organization.

To be an Effective Executive, the Executive must demonstrate or have basic managerial competencies in the following areas: finance, human resources and technology/information systems. Expertise in any of the managerial competencies are not required, but basic knowledge, skills and understanding are necessary to converse with those who do have expertise in those areas. As an Executive, basic knowledge and understanding in these areas will assist you to successfully and effectively lead your organization. Let’s examine the competencies in detail.

Financial Management competencies require analytical thinking and the ability to manage the “bottom line.” The Federal Senior Executive Service’s (SES) qualifications of a financial manager are one who can assure that the organization maintains appropriate funding levels. The financial manager “prepares, justifies, and/or administers the budget for the program area; uses cost-benefit thinking to set priorities; monitors expenditures in support of programs and policies….The financial manager identifies cost effect approaches and also manages procurement and contracting” (Guide to SES Qualifications, January, 1998, p.35).

A course in governmental accounting can be helpful in understanding the basis of financial management competencies.

A key ingredient to organizational effectiveness is Human Resources Management. The human resources manager, “assesses current and future staffing needs based on organizational goals and budget realties” (Guide to SES Qualifications, January, 1998, p.36). The human resource manager ensures that personnel are appropriately screened and selected for advertised jobs. Once on the job, the human resource manager ensures that personnel are fully developed and/or trained; that the personnel are fully utilized on the job, are appraised, rewarded and applies appropriate corrective actions if employees do not meet the required job performance targets or for other related personnel issues (i.e. unethical behavior, etc.).

Finally, let’s look at Technology/Information Management. Technology is dynamic, ever changing and must be continuously adapted and utilized to improve workflow and enhance services for our customers? Technology/Information Management is systems thinking; it “uses efficient and cost-effective approaches to integrate technology into the workplace and improve program effectiveness” (Guide to SES Qualifications, January, 1998, p.36). Technology/Information Management competencies is about using technology to enhance decision making; increasing efficiencies and enhancing effectiveness, saving money and improving customer service.

Business Acumen, a leadership/administrative competency, is part of the Effective Executive’s arsenal to plan, organize, integrate and lead his/her organization.

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Executive Supervision, Part III: Execution

This article is an expansion to a presentation that I gave to doctoral students at Old Dominion University on October 16, 2008. The presentation related to administrative supervision in a community mental health center. However, the principles outlined in this paper are useful in any organization.

Today’s discussion is about execution. It’s about getting results. This is a challenging topic to write about. In fact, this topic humbles me because successful execution is difficult to do. However, the effective Executive must know how to execute and to challenge his or her team to do likewise. Results are often delayed or never reached because the Executive and his or her team are caught in the “whirlwind” of their daily jobs. According to Franklin Covey, “The whirlwind is all the work you do every day just to keep things going. It is all about urgent priorities that come at you and demand your immediate attention” (p.4).

Let me say it again. Execution is about results. Leadership knowledge and skill mean nothing if the Executive cannot execute or produce results. According to Peter Drucker, effective Executives focus on results and work “to produce sustained results” (The Effective Executive in Action, p.40). Peter Drucker also believes that “direct results of an organization are clearly visible…. In a business, they are economic results such as sales and profits. In a hospital, they are patient care, and so on” (p.45).

The Franklin Covey Group asserts that to effectively execute, a plan must be in place. Franklin Covey believes that the plan gives the executive controls to help move the organization to its desired results. The plan is what you want to accomplish and the execution of the plan gives the Executive a road map to reach the goal or desired result. Without a plan, and understanding of how to execute the plan, obtaining the company’s desired results will be lost in the daily “whirlwind.”

Even with a plan, execution gaps are still possible. The Franklin Covey Group asserts that there are four reasons for such gaps. The first reason is that people don’t know the goal. The goal can be as simple as seeing 5 billable clients per day. The problem, however, is that 5 billable clients are not coming in on a daily basis. So, what should the plan or revised plan be to make that happen. That leads to execution gap 2: people don’t know what to do to achieve the goal. In fact, the Covey Group writes, “whenever a new goal is set, someone somewhere must do something they’ve never done before; and until they do that, there is no execution. They must change their behavior (p.1).” Harold C. Lloyd in his book, “Am I The Leader I Need to Be” argues why try to “solve today’s problems with yesterday’s solutions… come up with new answers…don’t let great ideas wither on the vine…develop an action plan and see it through the end” (p.36).

Execution gap number 3 happens when people do not keep score. Measuring what you do is critical. However, in many nonprofits and small governmental agencies, “real time” data are hard to come by. These agencies either don’t have the expertise, the will or the right software to collect lead indicators or measures. Data is still collected the old fashion way. “We do it by hand.” This method takes time away from other critical tasks. “We rely on someone else to give us the data.” The data received are often lag measures and the results often are too late to make the desire execution changes needed to have an impact in a given funding year.

You need to know your numbers. Lloyd asserts that an effective Executive or a genuine leader will find a way to measure, know their numbers, and then effectively manage the numbers. Effectively managing the numbers provides information to fix, re-adjust or revise the execution plan. Lloyd writes, “Any organizational endeavor’s success is best measured with numbers. Although a leader doesn’t have to know how to perform every function within his/her span of control, he or she must be able to read and understand the performance indicators of each of those functions. A leader must also be able to detect impending problems and spot wide-open opportunities before they slip away to the competition (p.76).”

Lloyd goes on to say that “Genuine Leaders are capable of making decisive and calculated decisions based on facts and figures rather than on feelings and emotions (p.76).” The Franklin Covey Group also strongly believes that everyone should know the score; not just management alone. I agree. I encourage and explain to my managers why it is important to know their targets and I encourage them to help their direct/front line employees know their targets as well. When we know our score and then achieve our score or target—the customer wins, the employee wins and the company wins.

Even with the knowledge of where we need to get to, breakdown in the execution may continue. The Franklin Covey Group argues that execution breakdown happens because people are not held accountable. The Covey Group asserts that accountability must happen at all levels in the organization; from the very top to the front line. Holding someone accountable is not necessarily a negative outcome; especially if the person or the team did their best to obtain the desire goal or goals. In their book, The 4 Disciplines of Execution, the Franklin Covey Group advocates having weekly accountability sessions. These accountability sessions are conducted after the organizational unit has set “wildly important goals” (WIGS) and have agreed on the measurements and the winning score to achieve the company’s desired result. Team members in each session make a commitment to each other to achieve the “winning score” and if barriers arise other team members often will offer suggestions and in some cases, assist in removing the barriers so each individual and therefore the overall team accomplishes the desired outcome or target score. The bottom line is to be able to measure your production, provide and review measurements on a set schedule and assure that all team members know what is being measured and what the target score is.

We cannot end our discussion without addressing decision-making. Execution requires the Executive to be decisive. Although decisiveness is not simple, it is attainable and there are some key things an executive can do to help in decision-making. One key is to be observant. An executive cannot be observant if he is chained to his office. Therefore, an effective Executive must move around the plant. This allows him or her to interact with the employees, the stakeholders and the customers and practice active listening with each of them.

Another step in being decisive is having critical information to review. Often this information will be known by examining your own facts and figures (know your numbers) as we explained above; gathering information by reading and reviewing trade journals from both inside and outside your industry and again talking to key stakeholders (staff, customers, board members, etc.) within the company. Finally, it also helps to seek out the advice of your peers or colleagues. Your colleagues may have had to wrestle with the issues before you now and can offer invaluable insight and direction from their own experiences.

After a decision has been made, take the time, if possible, to explain to those who are impacted by your decision why you chose one course of action over another. This extra step of explanation empowers the team and offers a way to mentor your team on leadership execution.

In conclusion, if you cannot execute or obtain the desired results, you will eventually lose your own compass and your team’s attention and focus. The reverse of that, effective execution, is a motivated team who has identified targets and is equipped to reach them.

In part IV, we will discuss some necessary business acumen an effective executive needs to move his or her organization to the next level.

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