Disruption here, disruption there, disruption everywhere… It’s a buzzword, but what does it really mean?
I define disruption as the speed in which change happens, the acceleration it takes, and how fast it impacts other parts of the system. “The butterfly effect at the speed of light” — it alters the way you live, the way you engage with others, and the way you do business.
Disruption can be a threat to your business if you are the “disrupted” (think about Uber toppling the taxi and transportation industry), or it can be an advantage if you are the “disruptor” (at least, for some time). There have been many articles written about disruption, but I have found very few that talk about how to respond to it (especially if others depend on you as a leader).
Let’s refer to the iceberg model from one of my previous articles 

We believe the key to be able to respond to disruption is to look at our consciousness at the “being” level — gaining awareness of how we respond, when we are triggered or reactive, and how to recover faster when we are being triggered; identifying the triggers and consciously choosing how we will respond when new situations emerge. We will be tempted to think we know the answer, but we might be facing a problem we had not encountered before.
We need to be resilient (defined as the ability to recover faster and faster) at the “being” level in order to face and respond to disruption, as our egos will be challenged and at risk. How can you build a culture of resilience in your organization where egos or attachment are not getting in the way? Prepare your leaders and employees to face any situation they might encounter.
We will discuss three different “viruses” we see in organizations that work against building this resilience and the ability to respond:

  • Lack of curiosity, openness and acceptance of the status quo. We call this the “knower” or “fixed” mindset.
  • Lack of responsibility or ownership to respond and the speed with which we act. We call this the “victim” mindset.
  • The dangers of multitasking and not valuing the power of focus on a single task at a time. We call this the “multitasker.”

 

Lack of curiosity, openness and acceptance of the “status quo”

 
“I think there is a world market for about five computers.”
— Remark attributed to Thomas J. Watson, Chairman of the Board of International Business Machines (IBM), 1943
 
“We don’t like their sound. Group guitars are on their way out.”
— Decca Records on rejecting the Beatles
 
“Who the hell wants to hear actors talk?”
— Harry Warner, Warner Bros. 1927
 
What did you think when you read those statements? We can’t imagine our lives without computers. The Beatles became one of the biggest music success stories. And can you imagine movies without actors talking?
All of these examples disrupted their industries in a big way. Thankfully, there were others who believed in computers and The Beatles.
These statements all lack curiosity, which can be very dangerous. What if The Beatles had given up after speaking with Decca records?
Have you ever been in a meeting listening to the presenter and think to yourself “Wow, that will never work. What a stupid idea.”?
A good example of this is the Blockbuster story. Remember them? (Because many children today don’t!)  Netflix met with Blockbuster executives to propose a partnership, but Blockbuster laughed at the idea and didn’t agree. The rest is history.
Imagine how things would have been different if they had moved away from their “fixed” mindset and had been open to the partnership.
It is very easy to shut down others because we have a belief. That’s why the “knower” is a very dangerous mindset to be in. We believe our own opinion is the truth. We have been telling ourselves stories all our lives, but the danger comes when we start to believe our stories and are no longer open for other ideas to emerge.
 

Lack of responsibility or ownership to respond, and the speed with which we act

 
“Mommy, the toy broke.”
“The milk spilled.”
“He started it.”
 
For those who have children, you are probably very familiar with these statements or can think back to your own childhood. Now read the statements again. How do you think the toy broke? Who spilled the milk? Who started it? These are exactly the same as:
“The project got delayed.”
“The previous meeting ran late.”
“Accounting didn’t get me the report.”
 
On a bigger scale, this turns into a blame game, where the focus is on who created the problem. The BP oil spill in the Gulf of Mexico is a good example of the different parties not wanting to take responsibility for what happened. And that became a PR disaster.
Blaming external circumstances for something that occurred without you being part of it or having any ownership in it might be a good short-term strategy to keep your ego safe, but it will not help your business at all in the long term.
While you are all discussing whom to blame, someone is looking for the solution you need, and they will probably beat you to it.
This level of complacency can put your organization at a disadvantage.
 

The dangers of multitasking

In 2015 alone, 3,477 people were killed and 391,000 people were injured in motor vehicle crashes involving distracted drivers.
During daylight hours, approximately 660,000 drivers use their cellphone while driving
These numbers are very big and very concerning. We all know it, and yet we still do it. How can that be?
In organizations, multitasking has become the norm and is no longer an exception. It’s often even valued as an asset. Do you recall your last meeting? How many people were listening and at the same time looking at their phones? Have you dialed in for a conference call and at the same time responding to emails?
I am afraid I have to burst your bubble. Multitasking might be very good for some things, but you can’t apply it to everything. Effective multitasking is a myth and also very counterproductive.
Take driving for example. At any given time, we need to focus on the road ahead, look in the rearview or side mirrors, control our speed, apply the right amount of pressure to the gas pedal, and maybe even look at the GPS for direction. We may have mastered this art, but adding talking on the phone, texting or having an argument with another passenger in the car is where you push the limit and it becomes counterproductive.
When does your multitasking go too far?
 

But what next?

My invitation to you is to reflect on these three viruses:

  • Do you observe yourself displaying any of these behaviors? What about people around you?
  • Can you think of any situation in which displaying these behaviors impacted people negatively or hurt the business?

In my next article, we will unpack the antidotes to each of these viruses.


 
 
The idea of culture change is easy; the details of execution are complex. Most of us can only speculate how the organization is actually going to respond to change and why. Enterprise level “cascading” plans are unlikely to succeed. When leaders use the word “cascade” in the context of culture change, they are referencing an old corporate communications/change-management paradigm that is useful for communications but NOT useful for the real work of culture change or adult development. Few leaders truly understand how culture works — a new approach is needed to support leaders responsible for shaping culture.
 

No you can’t “cascade” culture change… but you can scale courageous culture attributes.

The CXOs ideal, courageous culture vision may or may not be possible yet — especially in certain pockets of the organization — and for good reason. Only in the midst of executing an expert culture change prototype can we begin to learn more about what’s possible re: the three, big “HOW-TO?” questions:
1- How to define the way teams should connect to superiors/subordinates to be most effective? Why ? Under what circumstances/situational context?
2- How to break down the silos and unite cross-functional teams? Why? Under what circumstances/what situational context?
3- How to build versions of progress (prototypes) that demonstrate value to the organization. How to define and measure which new prototype elements work/don’t work? Why? Under what circumstances/situational context?
 

Then we can more strategically explore how to translate that incremental learning into value more broadly and how we might scale these desired, constructive culture attributes.

But before solving the complex execution details mentioned above… we need to focus on understanding/clarity and get alignment around what’s really going on in our culture.

  • What aggressive/defensive norms are working against us? Where are the anomalies working for us? against us? Under what circumstances/situational context?
  • What passive/defensive norms are working against us? Where are the anomalies working for us? against us? Under what circumstances/situational context?
  • What causal factors provide the greatest leverage for change? Why? Under what circumstances/situational context?

 

If you don’t first get the clarity & alignment…. you’re screwed. You’re not gonna scale or cascade anything besides culture incompetence.

Are you ready for the clarity & alignment?

I think you’re ready. CXO, you got this.

 
 
 

This past year, I met with hundreds of senior executives across the globe for the sole purpose of getting in some high-quality practice reps—working on our path to emotional mastery together. In many geographies, in many languages, in many world-class companies from many industries, we came together to strengthen our innovation mindsets and muscles so that we can accelerate getting to our individual and collective next levels as world-class Jedi business leaders focused on playing the long game.
 

These leaders are wrestling with the fast pace of change, asking questions like: What does our next-level business environment look like 10 years from now? What kind of company will we need to be to compete in 2030? Who do I need to BE/BECOME to help lead my company to get there successfully? Will my “current-level” thinking and behaving be enough?
Some sessions were private one-on-ones, some were in learning groups, and more often than not we met in the weekly course of business, during work stream meetings, KPI review sessions, M&A integration planning sessions or weekly team meetings. We met so that we could engage in real-time, “learn by doing,” high-quality practice reps.

KNOWING VS. DOING INCONGRUENCE

We were working mostly on experimenting how to make progress on closing our knowing versus doing gaps. We were not trying to focus on all of them, just the one or two that matter most to us right now.
 

 
Many senior executives can clearly articulate what their personal leadership gap is (e.g., “I’m a poor listener,” “I don’t ask enough questions,” “I typically react aggressively,” “I display passive-defensive reactivity,” “I am known for my technical abilities, not for developing trust/relationships,” “I don’t overtly walk the talk when it comes to our company culture or company values, but I run the No. 1 sales region, so I think I make up for it that way”). They’ve heard plenty of consistent feedback over the years from their bosses, peers and their 360s. All of them claim to have good intentions about closing those gaps.
Unfortunately, though, many are NOT very intentional about doing the personal work needed to actually close the gaps. They are all sincere (THE GOOD NEWS), but not all serious about it (THE BAD NEWS). Many executives are instead operating out of a default modus operandi, merely working on mitigating the impact of their gaps (after the fact), setting up damage control and disaster recovery/cleanup protocol versus upgrading their ability to deliver their desired next-level performance on the front end.
I know this because I privately asked them some very direct questions like: “You said you’re working on neutralizing your tendency to bully people in meetings (and instead engage them in a way that leaves them feeling strong), but you just talked over three people in the meeting we just had. Did you notice that? How exactly have you been working on closing this leadership gap?”
When they replied that they didn’t actually have a plan or a protocol for practice, I asked, “Why not? Why haven’t you asked for help?” They didn’t have a reason. They usually seemed surprised by the question and obviousness of what I was implying—that they knew what to do but weren’t doing it. When I ask them the follow-up question, it usually sinks in… “So, who are you BEING now that you know what to do and yet are still choosing not to do it?”
 

 
I challenge them to first reflect and get clarity—get specific about what different results they want (but are having trouble getting with their current-level approach), get specific about the WHY or the motive for wanting it and then get some expert help to experiment on “getting there” (closing the gap FASTER) by practicing differently. The treatment is simple: deliberate practice, an experimentation lifestyle, test and learn.
“THE JEDI PADAWAN ON THE PATH TO MASTERY” looks and sounds like this: “I’m getting expert help (sometimes challenging + sometimes loving support); I have an explicit/tangible performance goal; I’m engaged in consistent, deliberate/expert practice (mostly with others); I’m seeking out consistent/ objective feedback (testing, learning, game filming); I’m focused on learning to love the process of learning (and sharing that learning with my team).”
 
THE #1 MISTAKE (SMART) PEOPLE MAKE THAT KEEPS THEM STUCK
I need the same kind of challenge, support, reminder, clarity and awakening to help me be more congruent with my walk/talk. Only then can I determine if I am indeed on the path to mastery (overcoming the gap) or if I am making the all-too-common “dabbling/hacking” (approach to learning) mistake.
“THE DABBLER/HACKER DEFAULTING TO PLAN A” looks and sounds like this: “I’m working on it (mostly on my own); I’m trying harder (when I have time) to not be so reactive, but I’m too busy right now to stop and train; I need more self-discipline to train consistently; I know what needs to be done, I just can’t do it in the moment; I think faster than most people; and, yes, I can get pretty impatient frequently—that’s why people think I’m mad and yelling at them…but I’m not mad, I’m just passionate and moving fast.” 
The “dabbler/hacker” orientation does NOT support effective follow-through on closing the gap. The dabbler/hacker orientation is apparently satisfied at the current level of performance. If they were consciously dissatisfied or suffering enough at the current level, they would approach closing the gap differently. That usually is the telltale sign that we aren’t ready to change, yet. When will we be ready? Don’t worry…there will always be more suffering. When we are done suffering, that’s when we will be ready to change. With that new level of awareness, openness and curiosity, we will be ready to experiment with a new expert approach and a new expert system to find ways to close the gaps more effectively. Then, and usually only then, we can see past the DOING gap and get to work on the root cause: the BEING gap.
Yes, there is an expert way to accelerate our own readiness. Just trying harder doesn’t work.
In some cases, the awareness will come too late and the unnecessary suffering will lead to permanent damage. In some cases, the stakes are too high to allow suffering and permanent damage. Even then, unfortunately, we often approach these kinds of high stakes domains that we say we care about (e.g., taking care of others and taking care of ourselves) so unconsciously that a game film replay of our lives would show us that sometimes we pursue the less effective “dabbler/hacker” approach, even when it matters most.
None of us would say that it is OK to be a “dabbler/hacker” when it comes to our important relationships, right? Is it OK to approach our health with this “dabbler/hacker” orientation? Is it OK to approach our leadership development with this “dabbler/hacker” orientation?

Is it ok (for world-class professional leaders) to approach our leadership development with this “dabbler/hacker” orientation?

Of course not. There’s too much riding on it. There are too many people counting on us to BE a “next-level” leader already, and maybe we’re behind schedule. Taking a mastery approach in the leadership domain will have an exponential impact on all of the results we get, in all of the dimensions we care about most (e.g., career, physical, mental, emotional, relational, spiritual).
BECOMING THE KIND OF LEADER WHO LEARNS TO LEAD DIFFERENTLY
To succeed in a time of building agile/adaptive businesses, the most effective leaders are UN-LEARNING the outdated, top-down, “leader-knows-best” success formula and are instead LEARNING to hold themselves 100% responsible for the fate of the company on one hand…and on the other hand hold 0% (absolutely no) responsibility for controlling the choices that need to be made by other people. Let’s read that again…

We leaders are 100% responsible for the fate of the company on one hand…and on the other hand, we assume 0% (absolutely NO) responsibility for controlling the choices that need to be made by other people.

This key leadership polarity may seem counterintuitive, but it is more effective when it comes to exceptional, sustainable results. Successful leaders today design and grow cultures where diverse groups of human beings can bring 100% of their individuality, creativity, courage and curiosity to bear on the most complex problems of the times, and cultures and systems where there can be leaders at all levels making better, faster, more collaborative decisions. That’s how you “fit in here.” You speak up, ask for help, test, learn, make mistakes, etc.
 
We can’t fake that kind of next level leadership. That’s a BEING fix, not a DOING fix. Who we are (BEING) determines what gets traction at the DOING level and then ultimately determines the results we get. That’s why New Year’s resolutions don’t usually work; they are approached from the DOING level.
A DECADE FROM NOW…
I hope 10 years from now I will become the kind of leader that is capable of BEING more conscious and deliberate than I am right now. I’m much further ahead of where I was a decade ago, but I still have a long, long way to go.
I didn’t start the deeper work on my BEING level until I became a parent. I wish I had started much sooner. But that’s when I started to get more serious about waking up and choosing to focus on becoming something better. I finally saw the glaring dissatisfaction I had with my current level and realized WHY I wanted to become a better version of myself. That’s when I started engaging in the mastery of next-level practices and eventually started seeing the next-level results.
WHERE WILL MASTERY MATTER MOST TO YOU IN THE NEXT 10 YEARS?
What are you focused on learning? What do you want to experiment on in 2020? Let’s get specific. Let’s celebrate noticing our gaps. Let’s build our 2020 plan. “The question we all need to think about is when and where to play a long-term game. A good place to start is with things that compound: knowledge, relationships, and finances.” –FS
This post is an invitation to myself and others to notice where we might be taking the dabbler/hacker approach versus the necessary mastery approach. Use this list of reflection-provoking planning questions below. Modify them, make them your own, or use a different list of questions to capture your thinking for an increased likelihood of BEING successful in 2020. Once you have this clarity, then you can more effectively plan your weekly sprints (experiments) and quarterly goals.
2019 CURRENT YEAR/CURRENT-LEVEL REFLECTION
POSITIVE:
• What did I love most about 2019? When was I happiest?
• What am I most grateful for from 2019?
• Which three moments were most meaningful?
AUTHENTIC/PURPOSEFUL:
• Where did I really use my strengths?
• How did I live out my values/purpose?
DISAPPOINTMENTS/LEARNINGS:
• What were my biggest disappointments? …frustrations? …failures?
• What were my biggest inconsistencies with my values/purpose/priorities?
• What still makes me feel angry? …sad? …anxious? …scared?
• What is the most honest thing I can say about my disappointments?
• What is the most compassionate thing I could say to myself about my disappointments? (reframing)
MOMENTUM
• What momentum did I start to build in 2019 that I want to take forward?
2020 NEXT YEAR/NEXT-LEVEL PLANNING
• What do I love to do that I want to do more of in 2020?
• What core values are most inspiring to me?
• What priorities do I want to focus on in 2020?
• What would be most inspiring for me to accomplish in 2020?
• What would be my heart’s desire or biggest dream?
Click here for access to the downloadable PDF or email me at raff.viton@axialent.com if you would like a PDF of the full 2019 REFLECTION/2020 PLANNING DOCUMENT.


In 100% of the deals where significant value was lost, the senior leaders (in corporate and private equity firms) all report that culture issues were the cause.
 

If everyone knows the # is 100%, then optimism about the culture integration (of M&As) would seem to be negligent at best & self-sabotage at worst.

 
According to PwC research report “How to Create Value Beyond the Deal”, senior leaders report culture as being critical to business success and essential for value retention in a merger and acquisition; however, few truly understand it (yet proceed as if “this time” it will work out fine.)
There are obviously, better options available than leaving money on the table due to optimism, impotence and surrender. This all sounds like too much unnecessary suffering and permanent damage if you ask me. A new approach is needed to support leaders responsible for merging separate cultures more successfully. 
 

 
 

“Buyers and sellers both are saying culture and people need to be the highest priority from day one.” – PwC

 
Culture is such an obvious driver of value, but “many are scarred” by overestimating their own competency and underestimating the importance (but not in hindsight). Many have learned the hard way that changing culture requires experts in both the technical and human competency of changing culture.

  • 65% of companies (and 57% of private equity dealmakers) say cultural issues hampered the creation of value in addition to the 100% that said it caused value loss
  • 83% of the deals that lost significant value saw between 21% – 30% of key talent leave the business

 

 
 
 
The PwC research goes on to recommend: “Put culture at the heart of the deal: Keeping people and cultural aspects up front in planning is fundamental. Failing to plan for cultural change will undermine the value created. In the face of disruption across all industries, it is important to ensure these core elements are all working in harmony to ensure maximum returns, effective integration and long-term value creation.”
 
 
 
 

“Culture, if poorly managed, can absolutely be a deal-breaker” — Iñaki Cobo of KKR London

McKinsey & Company agrees: “Understanding culture, and proactively managing it, is critical to a successful integration. This requires a comprehensive approach. Cultural factors and organizational alignment are critical to success (and avoiding failure) in mergers. Yet leaders often don’t give culture the attention it warrants—an oversight that can lead to poor results.”
Leaders get a lot of things right on the tangible and technical side of the integration but often overlook the human side due to their lack of understanding/culture competency – it is a costly blindspot.
 

If only a fraction of the deal cost was invested in culture competency, many of the significant losses could be avoided and the likelihood for exponential value to be created would be significantly increased. What gets in the way? The hubris or lack of awareness is baffling – why do leaders keep repeating this mistake over and over while doing all the technical things right? Perhaps it’s because on the surface, they believe they are doing enough and it looks like things are going ok – many things do go very well…
 
WHAT USUALLY GOES WELL? (BUT ALONE IS NEVER SUFFICIENT)
Dedicated new team time: Both parties usually demonstrate a sincere openness to working together. Space is usually opened for people to share how they feel, acknowledge the different backgrounds, and highlight concerns and opportunities.
Strong leadership steps up to get things done: Usually, leaders are willing to step up and take on tasks and difficult challenges moving forward. There is a strong focus on action and getting things done.
A high level of business knowledge: On both sides, the knowledge and understanding of the business is usually high. (However, usually the knowledge and understanding of the human side of change/integration is not as high.)
Strong leaders role model well: Some leaders effectively and/or intuitively role model the type of culture they want to see.
 
WHAT GETS IN THE WAY OF CULTURE INTEGRATION?
A. We need to work inside out with an understanding that change starts from within: Persistent ineffective mindsets are the biggest blockers. From a cognitive level to new habits, mindset shifts from fixed to growth, victim to player and knower to learner need practice. It typically appears that the acquirer’s integration investment in the culture/people dimension has been ad hoc and limited, reflecting a “hope for the best outcome” versus a guarantee and commitment for the best return.
B. Significant gaps in leadership’s ability to “listen to understand” and/or seek first to understand, then to be understood: People need help building the muscles/ability to differentiate between opinion versus fact. They do not know how to do this, which in turn creates barriers to being received and understood, despite good intentions. Interactions improve when people learn to speak constructively and responsibly about issues as well as their own emotional journey.

C. Thinking “win-win-win” requires more listening and empathy: People and teams need support to help them become more self-aware and practice real empathy. For example, many times the acquirer will mention that the existing standards/processes would remain in place unless there was a compelling reason to change. Surprisingly, this invitation for certainty can often create a sense of disappointment among the acquiree’s executives.
D. There are pros and cons of the “acquirer’s way” for integrating the acquiree: Become conscious that the acquirer’s way can be very effective for many purposes. Yet when dealing with a culture like that of the acquiree, where they value something slightly different, it can also be a liability.
E. People’s perception of leadership matters: Individual leadership styles matter a great deal during the integration. It dramatically affects how engaging and inspiring they are (or are not), and how they are perceived by others. Many leaders don’t have a sufficient “mirror” helping them to be more aware of their own impact on others.
WHAT CAN WE DO TO START STRONG AS ONE NEW TEAM? 
Here’s how to start strong, preserve the best of both cultures and create value together…
 

1. Design a vision for the merger to be a model/symbol of the acquirer’s long-term commitment to the “marriage,” to innovation, to people, and to dominating the category. Use a statistically valid model (and practical visual device) to build alignment and to tell the story – e.g., the Organizational Culture Inventory (OCI/OEI®) is the world’s most thoroughly researched and widely used culture tool. Custom diagnostics/models are not better – they are too confusing, they don’t measure the right things and they cost more.

 
2. Support joint leadership teams to align culture and strategy – start by exploring their culture readiness (as an on-ramp to building shared clarity and alignment) and engage the teams in high-performance team development (individual and collective development/learning journeys).


 
3. Have joint leadership teams lead the co-creation of a new organizational culture plan with curiosity, collaboration and purpose. Use an expert process, expert model, and culture experts objectively supporting the team. Align the culture with the desired mental models and behaviors of the most senior leaders (assuming the most senior leaders represent the ideal culture attributes – if they don’t then we obviously need to have a different conversation – we will need to work on that ASAP.)

 
4. Avoid theoretical approaches and work hand in hand with business execution – think of this work as a culture prototype in the context of business. Implement a culture champions program to model culture throughout the organization and continuously gather real-time feedback. Pay close attention to communications coming from global and their impact on regional and local markets. The volume of global communications from different departments can be overwhelming and result in a lack of focus locally. Make sure communications are aligned behind a common vision for priorities
5. Measure the culture progress by identifying tangible metrics that allow for assessing the degree of progress.
CASE STUDY

In March the World Happiness Report for 2019 was published and the outcomes were quite discouraging. Negative feelings such as worry, sadness and anger increased by 27 percent between 2010 and 2018 and overall global happiness went down. One chapter of the report is titled, “The sad state of happiness in the United States and the role of digital media”. Happiness and well-being have been on a slow decline since 2000.
Several explanations, including decline in social capital and social support, as well as an increase in substance abuse and obesity, are cited as causes for the decline. This report and research suggest there is another explanation for this decline. Americans are making a fundamental shift in how they spend their leisure time. A large amount of time is spent interacting with electronic devices and this may have a direct link to unhappiness. Time spent in beneficial activities are now used for screen time. There is a decline in face-to-face time and sleep. This has caused a decline in well-being and may also explain the decline in happiness.
On a scale from 1 (unhappy) to 5 (extremely happy), how would you rate your happiness?
If you rated yourself below a 4 it might be time to give your life the “Marie Kondo” treatment. Marie Kondo or KonMari, a Japanese author and consultant, has taken the United States by storm with her book, “The Life-Changing Magic Of Tidying Up” and the recent Netflix series, “Tidying Up With Marie Kondo.”
How can we take some of KonMarie’s lessons and techniques and apply them to life?
Marie suggests that, before you start tidying, you practice some gratitude. Here are some guiding questions:

  • What am I grateful for today?
  • What am I grateful for in my life?
  • Who am I grateful for?

 
The main premise of KonMarie’s book is to tidy up by asking yourself “Does this item spark or bring me joy?” If it does, you keep it and if it doesn’t, you say, “Thank you” and toss or donate it.
 

“To truly cherish the things that are important to you, you must first discard those that outlived their purpose.”

 
Let’s start!
As a first step, try to connect to your personal values. Values are principles or standards of behavior; they are one’s judgment of what is important in life.
Examples of values include: integrity, freedom, love, kindness, commitment, accountability, perseverance, etc.
Write down your top three values and then answer these questions:

  • Are you currently living according to those values?
  • Is your behavior aligned with your values?

 
Work
Think for a few moments about your job, the work you do and ask yourself some of these questions:

  • What am I grateful for in this job? (Yes, we start with gratitude!)
  • Are the values of the company I work for aligned with my personal values?
  • What is the purpose of the company I work for and do I feel connected to that purpose?
  • Am I excited to go to work in the morning?
  • Does my work spark joy for me?

 
If you answered yes to all those questions, that’s awesome.
If you had a few nos, unlike KonMarie, who suggests you toss the items, I am not suggesting you should quit your job.
The purpose of this exercise is to give you some insight into where there might be some unhappiness. Now that you have identified the problem, you can take some corrective action and do something about it.
 

“If you are not part of the problem, you cannot be part of the solution.”

 
Social circle (e.g. friends and family)
Reflect on the people you surround yourself with:

  • What am I grateful for when it comes to my social circle?
  • Who are my cheerleaders and supporters?
  • Who might be holding me back?
  • Who are the friends who are always negative?
  • Which friendships are aligned with my values, and which ones aren’t?
  • Which of my friends bring me joy, and which don’t?

 
Again, I am not suggesting you end your friendships. All these people came into your life for a reason. This exercise serves as a way to take inventory of how and with whom you spend your time.
As a breast cancer survivor, this process happened almost organically for me. There were those who stayed with me throughout the process and those who became invisible and disappeared.
 
Time
We just never seem to have enough of it. When was the last time you took a tally of how you spend your time?
Think about the last week and write down how your time was allocated each day. Working, exercise, family, volunteering, school, writing, etc.
In addition, if your phone has the capability, check how much “screen time” you had over the course of a week.

  • What am I grateful for when it comes to time?
  • What patterns can I identify in my time tally?
  • Is my time allocation aligned with my values?
  • Where did I “waste” time?
  • How would I like to allocate my time?
  • What time sparks joy for me?

 
Remember the self-rating about your happiness at the beginning of the article? Would you change it now that you have read this article?
Reflecting on your work, social circles and use of time is there anything that stood out? Anything you would do differently?
Here are some powerful questions to ask yourself about your happiness:

  • What will I stop doing?
  • What will I start doing?
  • What will I continue doing?

In the summer of 2017, I became one of eight. In the US, one in eight women will get diagnosed with breast cancer and I was now one of them. At age 40, I was diagnosed with Stage 2 breast cancer.
Life changes dramatically when you’re diagnosed with breast cancer. Suddenly you go from joyfully going about your life to being faced with your own mortality. In the blink of an eye, you are on board a frightening roller-coaster ride and you have no idea how or when it will end.
In just a few weeks, I had to make decisions that impacted directly on the rest of my life. And fighting this awful illness taught me priceless skills.
 
Seek input and advice
I am not a cancer expert. Before I was diagnosed, I didn’t have the slightest notion of what having cancer even means. I researched online, consulted with doctors, friends and others to make the most informed decision possible. When you’re faced with making life altering decisions, you need to rely on input from others.
As a leader, you have a great amount of knowledge, but you cannot be an expert on everything. You need those around you to help you make a more informed decision. Be curious about what you might be missing. Include your team, peers and others in big decisions. Operating in a silo can be detrimental to your business because you set yourself up to miss ideas and solutions you cannot see yet.
At the same time, being curious will help your team feel more included and feel like they are a part of the decisions you make. This, in turn, will create more ownership and will increase your likelihood of success.
 
Be present
Life is precious. A statement you hear often, but it becomes much more real if you understand that your life could end sooner than you anticipate. The average person is probably not thinking about when they’re going to die. As a cancer patient, it is very easy to get caught in the stories of your mind. What if I die? What if chemo doesn’t work? What if the cancer comes back? I had such a nice life, now my life will never be the same. All those statements are either contemplating the future or reminiscing about the past. What they’re not focusing on, is the here and now. If you get caught up in your stories, you miss out on what is right in front of you. Appreciate what’s happening in the present moment. Savor every moment with your family and friends. Appreciate your surroundings, the weather and nature. Feel the sun on your skin, the sand between your toes. I would ask myself on a daily basis if I was being present and in the moment, and if I was stuck in the past or future I would redirect myself to the present. It requires constant practice, but it continues to make my life so much richer.
Applying presence to your interactions with your team, employees and family can change the way you work. Have you ever been in a meeting where you felt like you were really heard? What did that feel like? It was probably because the other person gave you their full attention. Being present goes beyond just listening. You need to be tuned in to the other person. What are the non-verbal cues they transmit? Can you stay in the moment, and not let your mind wander to the next meeting or the previous meeting you were in? Listening to your breath and observing your body can quickly connect you to the present. Do you feel the ground under your feet supporting you, or the warmth of the sun coming through the window?
 
Positive attitude
I made a conscious choice to not let cancer consume my life. I accepted that it is now part of who I am and always will be. I did not want to become the disease. This was something I observed while in the hospital with other patients. They would be so down and negative. I decided that was not going to be me. I’m a strong believer in positive psychology and that the positive energy you put out in the universe will support you. I was going to do everything in my power to beat this disease. Even if it doesn’t work out in the end, I can be at peace that I did everything I could control. It’s all in the attitude. It’s not easy to remain positive at all times, but you can choose not to let negativity encroach on your life.
There is a lot of negativity in the work place. Disengaged employees, upset customers, company results not meeting expectations and many more. As a leader, you have a great responsibility to remain positive and look at each obstacle with a glass half full attitude. I do not mean the cheerleader who is rah rah-ing, but a leader who can change their mindset and look at things from a positive angle, even if the circumstances themselves might not be positive. This requires a leader who understands that what you can control is only how you respond to a situation, instead of letting the situation control you. Who do you choose to be?
 
Self-care
You might be surprised, but self-care is not implied when facing cancer. You are on the hamster wheel of continuous doctor’s appointments, treatments and managing side effects. You cannot simply take a day off from cancer. I decided that cancer was not going to consume my life and I tried to keep my life as normal and as regular as possible. This included going on the cruise I had already booked in the middle of my chemotherapy (with the doctor’s permission, of course). I love to travel and discover the world, and this is something that allows me to disconnect from my day to day. So when I had the opportunity to travel, I did. It took my mind off the daily trips to the hospital for a little while. It allowed me to recharge. Self-care also includes saying no to friends and family when they want to meet up, go out or come by. You are not being selfish or rude. Healing from cancer takes a great deal of effort and you are the number one priority. You need to put yourself first.
I learned that there is more to life than work. Before cancer, I would often prioritize work over other things, including my husband and family. Work is only a part of life and although it might, at the surface, seem that work is the most important. I can tell you, it’s not. I’m not saying you need to stop working the way you are, but maybe consider where it is on the priority list of your life. Are you prioritizing staying late at the office over dinner with your partner? What would it take to say no to a last-minute request that would require you to work on the weekend? Do you check the perceived urgency of a request? Self-care is about creating boundaries. It will take some time to set those boundaries. It’s not going to happen overnight, but little by little, you can control how you are spending your time and with whom. Remember, you are a leader in your organization and your employees and teams follow your lead. If you respond to emails on the weekend, they will feel the need to do the same.
 
Take responsibility for what is in your control
I discovered that there are a lot of possibilities for how to experience cancer treatment. You can choose to follow along with the process and let it all happen or take control and manage your disease.
From the get go, I wanted to make sure I had the right doctors for me. We went into each doctor’s appointment with an interview mindset. How do I feel about this doctor? Are they taking their time with me? Are they creating a connection with me or am I just a number on a chart? Taking this stance created a real sense of control. I didn’t feel comfortable with all my doctors, so I worked with the insurance provider to find another one.
Another example was during the chemotherapy I discovered that you are assigned a random nurse every week or treatment round. I could have just gone along with this process. Instead, I asked to be assigned the same nurse whenever possible and this was not a problem at all. It made my treatment experience so much better. We created a routine that made it much easier for both of us.
Are there any skills, abilities, attitudes, capabilities, anything you want or need to improve? What if you create a list of those things? What would you include? Go one by one and reflect on each. Which of those are under your control and which are not? By being in control I mean that you, as a leader, can intervene and modify the situation instead of one that you cannot change (e.g. economic crisis). If you have the right mental model you’ll realize that there are a lot of things that you can change. For example, an employee on your team who is underperforming. Have you done something to improve the employee’s performance? An option could be to sit down with them and explain what are your expectations and for them to understand what they can do to deliver better results. Are they even aware they are not performing as expected? Have you done as much as you can to support them to reach their performance potential? These things are under your control.
As I mentioned previously, there’re also things beyond your control, what do you do with those? Blaming the outside could make you right, but will leaves you impotent or unable to intervene or change any situation, it’s like waiting for the external factors to decide for you. Remember, you can always chose how to respond to any situation. The question is, what choices do you have?
Having cancer is something beyond my control, something I cannot change. I can, however, choose how to respond to it.

You already know this…burnout is caused by poor workplace culture; poor workplace culture is caused by ineffective leadership who can’t yet create an environment of escalating performance, work/life integration, connection and purpose in the face of escalating change.

“Poor workplace culture leads to a 157% increase in the incidence rate of moderate to severe burnout.”

While some companies are trying to improve the employee experience, most are missing the human part of employee experience and its intrinsic connection to workplace culture – and so our wellbeing is continuing to suffer beyond what’s reasonable.
79% of employees are suffering from burnout:

If your company culture has been reporting high employee burnout, chances are its still getting worse not better. Burnout is still causing many employees to leave. “The likelihood to leave an organization for a similar role, pay, and benefits at another company actually increased to 59%.” Most cultures are not yet strong enough to cause employees to stay.

The 2020 Global Culture Study report (O.C.Tanner Institute and Human Synergistics)one of the largest organizational culture studies in the world, showcases a very holistic view of workplace culture and employee experience. Burnout exists when one or more of these factors are present: exhaustion, futility and/or avoidance.

Outdated approaches to culture development just don’t work and employees view the employee experience differently than organizations.

NO ONE IS COMING, IT’S UP TO US

OPTIMIZE YOURSELF: Transform burnout into meaning, focus and innovation advantage. YOU are the most important innovation project at your company and the most valuable investment in the employee experience. 
Let’s not wait for the company to fix your personal burnout let alone your company culture. Let’s fix our own burnout, take responsibility for our team’s micro-culture and/or let’s leave a bad culture for a better one. We have more than enough capacity for change. Everything we need to be UNSTOPPABLE and to get to our next level of performance (whatever we decide that is) is already inside of us.
Don’t focus on changing – just focus on learning – experiment and learn (test & learn) what new sustainable practices work best for you to help you optimize your life. Think about yourself as the most important lean-start-up initiative ever: “I AM AN INNOVATION PROJECT”. Don’t just train alone – ask for help and train/practice/get the reps in together. Training together is how adults accelerate and deepen learning. Don’t just try harder – experiment & train with NEW, emerging best practices and expert tools. Practice with deliberate focused training, clear goals, immediate feedback, expert coaching and progress measurement. Practice like your health/wellbeing, relationships and success depends on it. Train and experiment on the things that matter most to you – not your company.

Some companies are investing in culture and employee experience in new and more holistic ways – visit IamAnInnovationProject.com or NoMoreDyingAsCaterpillars.com to see new programs like “LEADING DISRUPTION & INNOVATION” – “OPTIMAL ME” (created by and in collaboration with J.Oseas Ramirez Assad) and others that have been piloted and are now being deployed across very special, Fortune 500 companies. These companies are investing in helping individuals override the entrenched socially-defined norms of the system by taking the focus off of the system and focusing deliberately on the individual. Most companies will not invest in you quickly enough – or deeply enough – so you need to optimize yourself. Your success & wellbeing depends on it. You already know this – I’m just reminding you that you know this.

It’s a fact of business life. We spend most of our time in meetings. And from what most people tell me, meetings are not the highlight of their day. Too much time spent in conversations that seem to go on without end and only a few people dominating the discussions. Topics don’t get closure because discussions go off-topic, go on tangents, go down rabbit holes and swirl to no end. And some meetings end with no clear sense of purpose or what’s next. And then there’s the inevitable meeting after the meeting to discuss the meeting. At this point, people’s energy is low. Some may feel a palpable frustration and compelled to give voice to their thoughts, “This meeting is a waste of time!” But they say nothing because you are the boss and this is your meeting. If this sounds or feels familiar, then the question becomes how can you make the most of these less than satisfying meetings you and your teams have come to live with?
With each new day comes the need for people to get more done in less time and meetings play a significant role in fulfilling this need. But to do this, we would need to change the way we have meetings. So ask yourself, what if you could stop the “swirling” i.e., conversations that go on without end? What if you could drill down to what really matters more quickly? What if you could get buy-in more efficiently and align with one another more quickly? What if you could open and close topics, build consensus, and drive decision making more effectively? And perhaps most important, what if you could garner effective agreements from others while motivating everyone to follow through with commitment? What if meetings could leave you and everyone else feeling energized, focused, clear and ready to face the challenges that lay ahead? This is the goal of conscious meeting facilitation.
Conscious meeting facilitation transforms the meeting experience into one of achievement and motivation. But what exactly does “conscious” meeting facilitation mean? It means operating with a heightened awareness for mindsets and behaviors that impact a meeting’s outcomes. In fact, conscious meeting facilitation begins by establishing the right mindsets which in turn inform behaviors that result in more effective meetings. Conscious meeting facilitation helps people remain aware of their choices to adhere to these mindsets and behaviors.
Establishing Clear Mindsets, and Behavioral Expectations
In a book entitled “The Skilled Facilitator”, author Roger Schwarz proposes using a Mutual Learning model to inform the mindsets and behaviors of meeting participants. These mindsets and behaviors create the conditions for transparency, understanding, skillful advocacy, skillful inquiry and collaborative solution building.
 

The Mutual Learning model proports the need for participants to be operating from a common pool of information, to understand and respect different perspectives, and to clarify how decision making will occur prior to making actual decisions. The Mutual Learning mindset proposed by Schwarz has five core values: Transparency, curiosity, informed choice, accountability and compassion. These values, in turn, produce effective behaviors that are held in place via conscious meeting facilitation. These behaviors include, stating views and asking genuine questions, sharing all relevant information, explaining rational and intent, focusing on interests not positions, testing assumptions and inferences, and jointly designing next steps.
Conscious meeting facilitation establishes these values and behavior norms as expectations to be held by participants of one another. They are presented as ground rules to be accepted by participants. Once accepted, the meeting environment becomes a level playing field for ideas, perspectives, beliefs, and possibilities and the facilitator supports the participant’s adherence to these ground rules.
Ultimately, conscious meeting facilitation means that every aspect of the meeting’s design and preparation, as well as its facilitation, is conducted from a place of awareness of multiple dimensions from the physical to the cognitive to the emotional, all to produce a specific desired business outcome. Let’s take a look at each of these dimensions.
The Five Dimensions of a Healthy and Effective Meeting Experience
Conscious meeting facilitation is based on managing what can be called the 5 dimensions of a healthy meeting experience:

  1. Physical Comfort
  2. Time and Traffic Control
  3. Cognitive Focus
  4. Emotions Management
  5. Business Outcomes


 

  1. Physical Comfort

Human beings need to be in a position of physical comfort in order to relax their concerns and focus their attention. This means not only having a comfortable place to sit, a chair that supports your body and back, but also a meeting rhythm that parallels your body’s natural rhythms and needs for circulation, nutrition and heeding the call of nature. Great meetings allow for comfortable seating, but also for movement, regular breaks, and the right kind of fuel for focused concentration.

  1. Time and Traffic Control

Second only to physical comfort, the management of time and people’s interaction is fundamental to making meetings run more efficiently. Who speaks when? How long is too long? How much time does a topic or task need? How do you make sure everyone’s voice is heard? These are questions addressed by well-facilitated time and traffic control.

  1. Cognitive Focus

Dimensions one and two take care of the basics of meeting facilitation and by themselves can make any meeting better. However, to really take effectiveness to new heights it is necessary to manage the attention people give to discussions and keep their mindsets on track so as to focus on one’s ability to respond while staying open and curious. Know-it-alls and victims kill productivity.

  1. Emotions Management

Just like the cognitive focus of people and groups can be managed by a skillful facilitator, so can the emotions of participants. Emotions are our visceral reactions to the topics being discussed, the way they are being discussed, the environment within which they are being discussed and the individual’s reflection on how these factors measure up to their standards for what’s valuable time spent. Skillful facilitation constantly monitors the emotional state of participants and knows when and how to intervene to keep emotions healthy and in support of meeting goals.

  1. Business Outcomes

Finally, meetings are only as good as the business outcomes they produce. Skilled facilitators know how to keep meetings focused on the desired business outcomes. They understand how to manage the relationships between complex concepts without having to know all the details. They are able to keep conversations on business track, always keeping the greater business objectives in mind.
Meeting Modes
Most meetings, regardless of their appearance, really only have three purposes; to inform, to discuss, to decide.

Once we understand the purpose and desired outcome of each mode, a facilitator can more effectively manage interaction towards a meaningful outcome. Let’s take a look at each of the three meeting modes.

  1. To Inform

The purpose of this mode is to share information with others. Plain and simple, it is about relaying information, knowledge and/or concepts to participants for the sake of making them aware of the information. In this mode, what matters most is to make sure that all participants clearly understand what they are being informed of.

  1. To Discuss

The purpose of this meeting mode is to share and debate perspectives and to build on one another’s ideas. For this mode, it’s important to make sure that each of the participants have had an equal chance to have their voice and beliefs heard.

  1. To Decide

After people have been informed, and all the pertinent discussions have been had, there often comes a time when a decision needs to be taken during the meeting. The role of conscious meeting facilitation is to make sure that participants are consciously adhering to a decision-making method or model, decided upon before the decision is to be taken.
It may seem like a lot of knowledge and skill is required, but today’s increasingly complex business environments and challenges need a new type of meeting discipline to keep up with the pace and demands made by both.

“Genius is not enough. It takes courage to change people’s hearts.”

— Green Book

 
In this final blog post in my culture shift series, I will take a look at some of the symbols and systems that shape workplace culture and explore one of the fundamental shifts needed for a new paradigm.
One of Axialent’s founders wrote the book “Conscious Business.” When I first read the book, I was particularly encouraged by this quote:
 

“Many believe that it is necessary to sell out in order to achieve economic success, or drop out in order to pursue a meaningful life. This is a false polarity. When business is conducted as an expression of your core values there is harmony between material and spiritual wealth.”

 
This expanded what I thought about business and settled a dilemma I had wrestled with internally. How do we transform the way we conduct business, consistently aligning vision and values, profit and purpose, and experience this harmony between material and spiritual wealth? What if more people could experience prosperity, ease and joy in their work and lives? What if you don’t have to sell out or drop out to find peace?
Research states that the average person will spend up to 90,000 hours at work over a lifetime. During those 90,000 hours, the environment you work in really does matter and ultimately impacts your success, health and well-being. How do we work together to shift systems and create more conscious cultures?
First, we become more aware of the way we think and talk about things. Language is a powerful symbol of what we value and is expressed through rituals and stories. We pass these stories on, and they express what is most important in a particular culture and signal how business gets done. For example, I recently watched the documentary about Theranos called “The Inventor: Out for Blood in Silicon Valley.” It was evident that in order to succeed at Theranos, you did not challenge the vision and were expected to spread the claim that the company could perform over 200 blood tests with a single drop of blood. Those who spoke up with concerns and evidence to the contrary were contacted by lawyers or the CEO and COO personally. This culture of dishonesty, fueled by centralized command, enabled fraud and mistreatment of employees.
Since many of the messages about what is valued in an organization are nonverbal, it takes effort to take a sincere look at their unintended impacts. Symbols to consider include:

  • How leaders’ behaviors set the tone: What is acceptable and what is not?
  • How budgets are allocated: What do we choose to prioritize and why?
  • How time is spent: Meetings, email, etc.
  • Who gets promoted: What is it based on? Performance, potential, relationships, etc.
  • Who leaves: Why are they leaving? Do we conduct exit interviews?
  • Recognition and compensation: Are we equitable and fair?
  • Title: Who has power and authority to make decisions?

Once these symbols and their impact have been considered, then strategies and plans can be made for organizational change. Structures that might need evolution include:

  • How you do strategic planning and budgeting: Who has a seat at the table? What is our process for decision-making?
  • Performance review and reward: Do we reward what we say we value? When competing commitments are exposed, how will we decide what to prioritize?
  • Measurement, reporting and learning: What do we measure? How do we share data? How do we learn from our missteps and utilize these learnings to inform our future choices?
  • Organizational structures: Do we need to reorganize or redesign roles to be more effective?

So what are the barriers to real change? Power and intent.
Many business practices happening today are rooted in the mental model of power over and zero-sum game, a win/lose mindset, which is contributing to a deficit of spiritual wealth including meaning, well-being and joy. Tolerating bad behaviors at the highest levels in an organization can have a negative impact on the culture, as people take their cues from those at the top of what is acceptable behavior. What is needed for greater harmony and sustainability is a fundamental shift to a mental model of power with and power through, a win/win mindset, where we really practice “partnering” to help improve all aspects of business and life. This shift in intent will require a rebalancing of valuing intellect and knowledge as much as the wisdom of the heart.
 

“The culture of your business is its heartbeat. Without a healthy one, the business will ultimately fail.”

— Conscious Capitalism

 
Just like getting an annual physical to check on the health of your body, building in practices to check on the health of your organization’s heartbeat, your culture, is essential. Here are a few ideas to consider:

  1. The Culture Journey Experience. This interactive experience helps leaders and change agents understand the complexities of culture, leadership and their connection to performance in an accelerated environment. You will explore foundational forces, current operating culture and levers for change.
  2. Assess and measure the current state of your organization’s climate and culture using both qualitative and quantitative tools.
  3. Prioritize conversations on workplace culture as part of the executive team’s agenda just as you would other business metrics.

It takes courage to examine your own heart as well, which is an ongoing practice, and to aspire for something greater — not just yourself and your organization but for humanity.


 
CXO you are, after all, known as a courageous individual & the culture is a reflection of the leadership (past and present).
Years of expertly-executed reorganizing and cost cutting have recently been exchanged for retooling and future-proofing the company against disruption, uncertainty and change. An increased ability to anticipate, adapt and respond more quickly will drive greater advantage for the organization, keep us healthy and strong for the road ahead.
“WE’RE SAYING & DOING A LOT RE: CHANGE/TRANSFORMATION”
For many months, the board and the CEO have been focused on a more generative and healthier balance of efficiency, velocity, flexibility, long-termism, sustainabla-bla-bla results, strengthening core yada-yada values, human capitabla-bla and clarity of purpose + profit bla-bla-bla. (Even if you believe in these “buzz words” – we all recognize that they can be a trigger/distraction.)
sadasdasdad
 
 
The organization is DOING a lot in the name of change with regard to strategy, vision and business process. And your company has already invested millions in new product development/innovation, agile processes/structures, office design, change management protocol, new internal communication campaigns and many town halls. You even built beautiful digital centers of excellence.
 
 
 
“BUT STILL, TRANSFORMATION ISN’T HAPPENING FAST ENOUGH”
Meanwhile, new competitors are growing rapidly and creating a significant threat. Despite all the changes you have made, the market is telling you that you are not executing fast enough and the transformation is not happening deeply enough. Your brands and digital channels are growing X times slower than your competitors. Even your newer executives, hired from companies that were “born agile and digital” are experiencing surprising difficulties and unexpected blockages from within the organization.
You strongly believe that the company culture is what’s causing the lag, drag and counterproductive friction. Culture is unintentionally undermining the execution of your growth strategy. The organization is not moving forward in terms of the performance improvements expected by now. Your leadership team wants better results. Accordingly, you committed to your pioneering CEO that you would Transform (with a capital T) your company into a courageous and adaptive, high-performance culture — one that is fully engaged, agile, creative and collaborative…one that is more capable of digital-yadayada, customer-centribla-bla, etc.
“Transformation with a capital T, which we define as an intense, organization-wide program to enhance performance (an earnings improvement of 25 percent or more, for example) and to boost organizational health. When such transformations succeed, they radically improve the important business drivers, such as topline growth, capital productivity, cost efficiency, operational effectiveness, customer satisfaction, and sales excellence.” –Bucy, Hall and Yakola (McKinsey & Co.)
THE BIG “T” RARELY FOLLOWS A “DO AS I SAY” PATH; EVEN THE “DO AS I DO” PATH HAS LIMITS
Your C-suite peers and report directs are likely somewhat cynical about the idea of culture Transformation being successful at your company (and justifiably so) — not because they think you are insincere, but because they are convinced that the system “is what it is.” The system always wins, and the system itself lacks the objectivity to be fixed by the system.

Our traditions are usually stronger than our intentions to change.

Plus when the other execs talk about being on board with fixing the culture with transformation efforts, whether they are aware of it or not, they are likely talking about transformation with a little “t.” In the spirit of Bruce Lee, rather than being in such a hurry to fix it, we’re better off if we first focus on enriching our understanding of it. Most executive teams lack a shared language and understanding of this complex topic. Most HR and change management functions don’t have the expertise to best support the executive team with an effective orientation to the topic let alone help them make a conscious choice about committing (or not) to a strong plan to develop cultural empathy and lead the way. (The strong HR execs that do have the expertise, are often caught in a very tough spot, because they are viewed as part of the system themselves.)
Most executives are unaware of how unaware they are when it comes to leading Transformation and shaping culture. We are often unaware of our own contribution to the very thing we complain about. When it comes to the big “T,” we (leaders) are often the limiting factor. Here is what I mean: Many senior executives and their peers don’t really know how culture works from a socio-technical systems (see image below) standpoint. Most don’t know the difference between organizational culture and climate. Most don’t have a clear understanding of the levers for change, the sequence of steps, the essential versus important, etc. Most don’t have experience experimenting (and learning) with emerging best practices in adult development.
BEING > DOING; BUT MOST EXECUTIVE TEAMS AREN’T READY FOR THAT
You and your peers have earned the benefit of the doubt — that you are sincere about change (+ you have more than enough courageous) — but only you know if you’re serious about the deep (identity) work of Transformation necessary to change your individual and collective BE-ING level.
 

“Most are not serious about change because it requires senior managers to change their behavior. You know how corporate bosses can be. This is not always a very welcome method. I’ve been kicked out of plenty of boardrooms.” Eric Ries (author of The Lean Startup)

 
Unlike Mr. Ries, I am actually not advocating that you should (or shouldn’t) be serious about it. (No need to kick me out of your boardroom.) I believe it makes total sense if you’re not ready yet. I believe it depends on your business context and it depends on what you/your system truly value most. If you (and your system) value control, obedience and compliance to old norms – then it is a mistake to promise new standards of courage, collaboration and creativity. It is a mistake to make promises about the big “T” when you are only ready for the little “t.”
How do you know when you are ready? Typically, readiness doesn’t come until you have suffered enough trying to fix it the old way – just focused on the doing & trying harder. Once you are dissatisfied enough with your current-level results, then you are ready to consider expanding the goal beyond executing/DO-ING the little “t” and instead work on the big “T” = the BE-ING. Our biases/norms today cause us to react to change with a disproportionate reliance on the “DOING” (technical domains/hard skills, e.g., technology, behaviors) versus securing the path to value by also focusing on the “BE-ING” (human domains/soft skills, e.g., mindsets and identity). Devaluing serious attention on the human domain (in favor of the technical) has historically been the default protocol for most corporations. To succeed at the big “T”, we need both at full strength; we need to upgrade both.

While you may be pitching the big “T,” the majority of the executive team may only be agreeing to the little “t.” Despite the frustration and burnout, if they are not yet ready to agree to the big “T,” then be patient. They will be ready soon enough. For now, “no” is the second-best answer to “yes.” At least then, you can all make that choice consciously/more deliberately. Again, they will be ready soon enough to choose readiness. Change is a chronic condition. It is persistent and long lasting. There will be plenty more suffering. Eventually, once the suffering becomes too great…those of you that stuck around will collectively be more ready to courageously experiment with the deeper, more effective work of the big “T” together.
 

It’s not your fault if you’re not collectively ready for the big “T” right now – but nonetheless it is your responsibility.

 
Here is a sampling of consistent leadership team quotes from executives (in various states of individual readiness) across many different industries:

BLAME, DRAMA AND LACK OF TRUST ARE THE ENEMIES OF RAPID ADAPTATION & COURAGE
Many executive teams approach culture change with the wrong mindset and a limited set of tools. Few ever get to the real work of Transformation.
We often hear root-cause explanations (for why it’s so hard) that sound more like “blame-centric” perspectives and worldviews, suggesting that specific people (e.g., millennials, old-timers) “who just don’t get it” make the culture work difficult. Many of us get too caught up in the drama of focusing on where/who to blame for the lack of progress. The analysts/media will blame the brand (for being exactly what they said it was — sleepy, stuck in the past). The board will blame the C-suite. The C-suite/leadership team blames the board, and now they blame you, the CXO (but not to your face). The leadership team blames each other. The leadership team blames HR. The leadership team and HR blame middle management and their inability to “get with the program.” Middle management blames leadership and their unwillingness to listen. The frontline employees blame their direct manager and the corporate ivory tower. And the suffering continues.
This response is a reflection of the current culture. The culture is a reflection of the current (and past) leadership. This tendency for blame and persecution will only stifle improvement + learning & development efforts and make it even harder. I like to say, if it’s hard for you… then chances are you’re doing it wrong. There is a much more effective response available when the team is ready for it.
INDIVIDUAL COURAGE DOESN’T SCALE. COURAGE IS A TEAM SPORT.
It’s good that you are courageous. Unfortunately, courage doesn’t scale from an individual act. Courage is a group behavior. Individual heroics are distracting and represent a VERY misguided storyline when it comes to building a courageous culture. The reality is that most courageous individuals often appear less courageous when they are working in a low trust environment. Lencioni’s work showed us that when the environment is lacking trust then the consequence is a paralyzing sense of bystander-ing that occurs from a fear of conflict, fear of speaking up and fear of making mistakes, lack of commitment, etc.
Usually, at least one leadership team member (avoiding ownership of the trust issue altogether) will say something out of desperation to bring the focus back to courage like:
 

“I just want courageous people who will try new things and charge up the hill on their own; I want generals, not soldiers waiting for me to tell them what to do. They should know what to do by now. They’re either soft, they’re lazy, they don’t care or they don’t get it. People need to know we are serious about this transformation. Maybe we should fire some of the cowardly people to make the rest move faster.”

 

 
 
The overwhelming majority of your employees aren’t lazy and they aren’t cowardly. They aren’t stuck; employees do get it. Your employees are delivering on exactly what you/your system still values most. They are actually delivering on the current, unwritten norms of the culture = conformity.
Inside an organization, courage is not something you DO alone.
 
 
 
As the existential, humanistic psychologist/philosopher Rollo Reese May famously said (alongside Viktor Frankl and other major proponents of existential psychotherapy),
 

“the opposite of courage…is not cowardice; it is conformity”— it is the need to fit in. 

Courage, like conformity, has to be the group’s agreed-upon way of BEING – a group identity – for it to be scalable and sustainable.

We have to learn to make courage an act of conformity – not an act of valor. 

 
The expert way to do that, is to learn-by-doing – with the explicit intent of becoming. (check out this multi-dimensional example of “courage as a team sport” illustrated by the SPURS)

So if courage is a team sport, how do we make courage a cultural act of conformity?
Psychological safety is the answer, according to Amy Edmondson research from Harvard. Her work illustrates how great performers who find themselves in fear-based, aggressive-defensive and passive-defensive cultures will likely behave like they are afraid to make mistakes and therefore don’t take risks and don’t pursue learning new things as energetically (or as wide-spread) as courageous cultures. The same employees, once they transfer out of the fear-based environment into a constructive culture, will behave courageously in the face of new challenges and changing circumstances. The same goes for adaptability and agility. Most organizations learn in the long run that it is not simply about DOING courageous/agile stuff; it is about BEING courageous/agile. Transformation with a big “T” is a team sport. Transformation happens more quickly and more deeply in community. Culture = the visible and invisible norms (e.g., systems, symbols, behaviors) of our community. Culture is about learning what it takes to fit in—beyond the poster on the wall and the verbal and nonverbal messages.
BE-ING CURIOUS, BEING CLEAR AND BE-ING CONSISTENT
Culture is about decoding the way we get stuff done, successfully around here – historically, currently and ideally. Leaders have to be crystal clear, aligned and exquisitely consistent about their approach/curiosity to explore those gaps.

Leaders need a reliable, MRI level of detailed visibility into the invisible components of culture (and a simple model) to understand and discuss where you are currently as a culture — and where you want to be in the near future. You need to see clearly where you have anomalies of ideal culture success and current culture gaps. To have an effective culture strategy, you can’t afford to use anecdotes or guess about the gap to be closed. It is easy to check. “Check” means the expert use of qualitative and quantitative tools. “Check” also means ask. Just ask. And your openness to receive the answers matters. Culture isn’t declarative; it’s interrogative. Here’s a line of questioning that I use to check on the awareness, urgency and alignment of executive teams involved in both the big “T” and little “t” imperatives:
I’m curious…you are a year or so into this transformation…how’s it going? What are you most excited about? What are you most concerned about? How are you feeling about the transformation?

  1. What is the business reason/goal for this transformation? What are the key metrics used to measure degrees of success in the execution of this transformation?
  2. What are the business consequences of not transforming successfully? On a scale of 1 – 10, how important/urgent is this? What if you don’t intervene and people just do (think, relate, act) as they have been doing to date?
  3. IDEAL STATE: Do the executives who make up the leadership team have clarity about the ideal culture (vision) you are transforming to? Imagine if you woke up a year from now and find that the vision has come true and your goals have been accomplished. What does that look like? When culture change has taken hold, it makes it a lot easier and more likely to achieve your industry-leading/pioneering performance-level goals. How can you tell? What does that look like/feel like? What is different? What are some key habits and areas of mastery that you are excited about? What are people inside and outside your company saying about it?
  4. CURRENT STATE: Compared to this ideal, what is missing in the current situation? Do these executives have clarity about the current culture and where you are at now? Do you have individual and collective diagnostic tools? From your perspective, how do people need to perform differently in the next X years in order to transform?
  5. CULTURE PLAN: Do the executives agree on the gap to close? Do they agree on the plan, priority and sequence to close it? What have you done already? What is keeping you from closing the gap and shifting to the ideal culture? What are the identified blockers/obstacles?
  6. PERSONAL IMPACT: Why did you raise your hand for this? What matters the most to you? Why? What happens to you (personally) if you don’t accomplish the vision? What happens to the council?
  7. Does the leadership team have clarity, shared language and understanding about how culture evolves and the impact of history on the current state? Have they identified causal factors (e.g., systems, structures) that are part of the work climate? Do they understand how they reinforce and shape the current culture and what may be levers for change in improvement plans?
  8. How well does the leadership team embody the ideal cultural attributes? How are they being supported? Are they first going to create a shared learning environment for both the technical and human dimensions of change?
  9. How many people in the organization, beyond the leadership team, are being impacted by the transformation?

NEW CONVERSATIONS AND PERSPECTIVES ABOUT CULTURE
Senior leaders report culture as being critical to business success. A new approach is needed to support leaders responsible for shaping culture.

  • Understand and appreciate the complexity and unique culture perspectives of peers and experts.
  • Understand how culture is created and the impact of history on the current state as well as important aspects of the work climate that shape and reinforce the current culture.
  • Build a common language for understanding the layers of culture using qualitative and quantitative methods.
  • Discover how culture evolves. Identify paths that increase the likelihood of shared learning and positive results with any major change effort.
  • Identify causal factors (systems, structures, etc.) that are part of the work climate. Understand how they reinforce the current culture and how they may be levers for change in improvement plans.

It is always amazing to see what is possible when we engage each other in a newly designed dialogue/mutual learning experience. Some very insightful commentary and shifts of perspective take place. Where transformation is the goal, the unit of work is dialogue.
ADDITIONAL EMPATHY AND MOMENTUM
I am always reminded that we (leaders) have a lot to learn about the complexity of culture change efforts and the impact our own leadership has on keeping the status quo (traditions) in place — despite our intentions to lead change. Perhaps in conversations like these, more leaders can begin to see how MAYBE it makes sense that our people are stuck and confused about what to do with regard to culture change because we (the leaders) are stuck and confused too. Usually, that sparks an environment/energy that is more ready than ever to learn how to shift culture more quickly and sustainably.
THREE PART APPROACH TO BUILD A MORE COURAGEOUS CULTURE
The approach and sequence matter. The means is the end.

The idea of the work to be done is simpletest and learn what works (in the context of business) to help deliver better results + build stronger team trust + create stronger sense of individual fulfillment and satisfaction. The details of the execution are complex.

EVERY TRANSFORMATION JOURNEY IS DIFFERENT
It is about engaging with others differently. It is about how we choose to take care of each other while pursuing excellence, together. Here are examples of journeys, shifts and models (used by Axialent) that are most effective at helping high-performance teams build an even more courageous culture inside of multinational organizations.
“BE agile versus DO agile” (Supporting one of the largest AGILE transformation projects in the world.)


“From Bureaucratic to Innovative” (Supporting R&D teams across the world leverage the potential present in the system.)


COURAGEOUS CULTURE IS A LIFESTYLE CHOICE
We can’t BECOME courageous just by deciding to do so any more than we can just BECOME healthy just by deciding to do so. Deciding isn’t the same as being. If everyone could just BE the better, more effective version of ourselves we would. We would all eat healthy, exercise, meditate and stop doing the old counterproductive habits that trip us up. We aren’t lazy, apathetic, lacking discipline or willpower.  We all have competing priorities – some we aren’t even consciously aware of. We are all at our own current level – working on our own next level. We are all somewhat socially-defined and self-authoring. We are all social beings. We all need to fit in. Courage is a group behavior & a way of working/BE-ING together. A courageous culture unleashes and amplifies our courage – it expands our capability to learn and adapt.

To win today, high-velocity organizations need to fuel unprecedented learning, awareness, people development, cognitive flexibility, complex problem-solving and impeccable coordination of action (at scale). To sustain it at scale, we need to build deliberately developmental cultures (mutual learning environment vs unilateral control) fostering safe, courageous, high-trust, high engagement, productive conflict/healthy debate, mutual accountability and a focus on results.
How will you help your organization become the kind of culture that is even more courageous, adaptive and agile? We (collectively) have to work on BECOMING that kind of culture over time – becoming an environment where diverse human beings can bring 110% of their grit, energy, intelligence, creativity and courage to bear on the increased challenges that face us all.
Change is a persistent, unstoppable, chronic condition (a 21st-century lifestyle) that we’ll always have to live with & embrace together as a group.
The condition is complex, but the treatment is simple. Do more of what makes you stronger: EQ/Mindsets+AQ/Muscle Building. Prioritize and strengthen the muscle groups that upgrade the culture vs fall victim to our unconscious obedience to current norms.
We’re all always working on culture — we’re either helping it become more adaptive and courageous or we’re unintentionally keeping it stuck.
CXO, You got this!?