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Communication

How Leaders Engage: Learning to Be an Agile Leader

Showing Up Is Important. Engaging Is Paramount

In “How Leaders Show Up: Learning to Be an Agile leader” we learned that research consistently and clearly demonstrates that team effectiveness is highly dependent upon the quality of communication between team members. 

The quality of communication is how we explain why some teams are high performing and others struggle. It’s how we explain why some organizations are successful at large organizational changes and others are not. And it’s how we explain why we might have very engaging and productive conversations with some people and end up in complete frustration with others.

In our work with leadership teams, what we often see is that leaders spend a great deal of time focused on the “what” in their business:

  • What’s the target for next quarter? 
  • What’s our revenue? 
  • What are we doing to innovate and transform? 
  • What’s our roadmap? 
  • What metrics will we use to show progress? 

However, leaders spend very little—if any—time looking at how they engage. 

Conversations are the foundation for all of our interactions. But there is a structure to how conversations unfold—to how we engage—that determines how well we perform. Just like the structure of a riverbed determines the flow of water in a stream, the structure of a conversation determines performance. 

Structuring Conversations To Improve Engagement

At TeamCatapult, we’ve found that when we introduce engagement from a structural perspective, leadership teams are able to start seeing things much more clearly:

  • How they are getting in their own way 
  • Where their espoused values and beliefs create dissonance with their actions
  • Where they are having more meaningful and productive conversations to solve the more complex and adaptive challenges in their organization

When we can see and name the structure of conversations in a non-biased way, it’s easier to see where the structure is either enabling or getting in the way of a positive, productive outcome, and it’s easier to feel at choice in our interactions.

Structural Dynamics To Improve Conversations

The theory of “structural dynamics” was developed by David Kantor in the early 1970s. It emerged from his work in family systems therapy but was extrapolated in the 1980s to characterize interaction in any system, including the relationships that exist in organizations. 

4 Kinds Of Action for Effective Interactions

In structural dynamics, there are 4 kinds of action that need to be taken in every conversation in order for the interaction to be effective. 

The 4 action competencies are:

  1. Move: this is when someone initiates an idea. It sets the direction in a conversation. 
  2. Follow: this action continues the direction of the conversation, supporting what is happening an/or offering clarification. 
  3. Oppose: this action challenges or disagrees, and offers an alternate perspective.
  4. Bystand: with this action, someone notices and names what’s happening in the conversation in a morally neutral way. The bystand action often bridges competing ideas. 

For a conversation to unfold in an effective and meaningful way, someone in the room needs to vocally bring each and every one of these actions into the conversation.

Field of Conversations

Everything we want and desire from business agility stems from our ability to have conversations that explore ideas, perceptions, and understanding. From our ability to surface together what people do not already have on their own. 

“We call this type of conversation a dialogue.”

A dialogue is when you explore the uncertainties and questions that no one has answers to. It’s where you think together, using the energy of differences to enhance the collective wisdom.

People often use the terms “discussion,” “conversation,” and “dialogue” interchangeably to mean the same or similar things. In reality, however, they are each quite different and result in very different outcomes. 

From Monologue to Dialogue: Making a Choice

Most teams would self-identify as having lots of dialogue, but when you observe them for a little while you often find that they tend to spend most of their time in monologue. You hear one person dominate, or you hear two people locked in debate with two opposing views. In fact, very few teams are able to have skillful conversations or dialogue without some prompting and some intentional and thoughtful awareness. 

Because our conversations are where we make meaning and sense of what’s happening in our organizations, it is critical to build that intentional and thoughtful awareness. This begins with understanding the basic fields of conversation. If we want to move forward more productively, we need to know where we are. 

The “fields of conversation” is a framework developed by MIT lecturer Otto Scharmer in his observations of groups in conversation. It describes four different fields that we move in and out of when we are interacting in a group. 

  1. “Courteous Compliance”
    In this first field of conversation, we are downloading. In a new group, this is where people are figuring out what’s acceptable and not acceptable. In a more established group or team, this is where people are following the rules, and the conversation often stays on the surface. It is a polite field of conversation where the main action competencies of Move and Follow predominate.
  2. “Breakdown”
    If you stay in the conversation long enough, you will reach this second field of conversation. This is where debate occurs. The action competencies of Move and Oppose are most common in this field. Unconsciously, groups in this field of conversation will make an important choice: they will either stay with the Oppose and make space for it to be voiced, or they will silence the Oppose and go back to a state of courteous compliance. 
  3. “Thinking Together”
    For groups that stay with the often uncomfortable feeling of the Oppose action taken in the “breakdown” field of conversation, the reward is that they get the opportunity to “think together.” No longer focused on rehashing the past or holding tightly to views and opinions, this is the space where genuine curiosity enters. One does not have to agree with another’s point of view in order to inquire and be curious about it. As curiosity flourishes in this field of conversation, the group begins to focus on creating the future.
  4. “Generative Dialogue”On rare occasions, we might push beyond “thinking together” and enter the “generative dialogue” field of conversation. This is the true space of innovation, where we are no longer holding onto our own opinion but are creating new ideas together. Generative in nature, the action competencies we see in this field of conversation are Move, Follow, Oppose, and Bystand. Each action competency is active and voiced within the group.“What you resist persists.” -Carl Jung

How We Do Anything is How We Do Everything. 

When we never leave politeness or debate fields of conversation, we just keep reenacting the past. We get stuck in our current beliefs and thinking. We do this for many reasons. Maybe we have leftover beliefs from how we have seen our mentors lead. Or there is leadership culture in the organization that says, “Let’s not have any surprises,” so everyone makes up their mind on discussion points before they arrive to a meeting. The trap in this thinking is twofold: it assumes that we already know everything we need to know, and it assumes that the decision point requires a technical solution. 

There is risk and vulnerability to showing up and being in dialogue with others. It requires letting go of “knowing” the answers and the desire to have it all figured out. It also requires that we make space for opposition. Rather than viewing the Oppose action as something to be feared, we need to view it as necessary. Without opposition, we will remain stuck where we are. 

And when we gain a new level of understanding, when we learn, and when our beliefs and mindsets shift, we achieve real change.

We Become Agile

Effective Mentorships

Who is your most memorable or impactful mentor? I find it hard to identify just one. I count myself as fortunate to have several people I could put on that list! So what makes a mentor impactful for you?

I met Sree during a facilitation class and a few months later we reconnected again during our coaching class. She shared with me a blog she recently wrote on her experience of being a mentor and mentee and I asked her if I could share it! What’s important about these relationships is that like any good relationship the effectiveness comes in the design and being clear about your intentions. Here’s some guidance from Sree, hope you enjoy!

~Marsha Acker

Mentoring has been one of the most rewarding parts of my career. I was fortunate to have some awesome mentors and had an opportunity to mentor others as well. Here are some of the lessons learned during my mentorship journey in a professional context.

What is Mentoring?

I recently attended “Agile Coaching” training by TeamCatapult. It is one of the best trainings I have attended and it changed the way I looked at mentoring. Per the definition provided in that training – “Mentoring is providing wisdom and guidance based on experience in the subject matter at hand, in order to support others in the quest to make sense of their world.” One of the key takeaways from that training – “As a mentor, ask thought-provoking questions and help find mentee generated solutions instead of just giving advice. Mentoring works best when advising is kept to a minimum.”

If I look back, as a mentor, I have mostly given a lot of advice and failed to ask powerful questions. This is one thing I am going to definitely change going forward.

Why Do You Need a Mentor/Mentee?

Being a mentor, you would get a chance to share your expertise and help someone else in their career journey. You would get to hear some of the challenges you might not have faced and have an opportunity to help mentee explore solutions. Improves your listening and leadership skills. You would be able to expand your impact to beyond your immediate team. Most importantly, it is a way to pay it forward and personally I found it to be very gratifying to be a mentor.  You can read more about one of my mentorship experiences here.

Being a mentee, you would be able to learn from experts in your area. Helps you learn different ways to deal with things and offers you a different perspective. Helps you expand your professional network. I did not seek out mentors until recently and realize what a missed opportunity that is. I should have seeked out mentors earlier in my career.

You don’t necessarily need to have a mentor if you need advice for technical issues. You can ask any SME for advice for technical issues. Power of mentorship comes into play because of the safe space that is provided which enables you to share sensitive/conflicting situations. The most benefit I received was when I was in a very tough situation at work and I could not share the details with anyone. Luckily I built a trusting relationship with my mentor and was able to share the details and get much-needed advice at that time.

Types of Mentorship Engagement

Here are different types of mentorship engagements based on my experience:

  • Time bound – limited for a specific duration – a month, 6 months etc.
  • Goal based – Getting support for a specific goal like completing a project or getting your next promotion etc.
  • Need based – ongoing mentorship where you have a mentor to be your sounding board whenever there is a need.

How to Find a Mentor/Mentee?

If you are looking for a mentor, identify your goals from the mentorship engagement. Find a subject matter expert within your team or outside your team or from a different company. Advantage of having a mentor from your company is that they will be able to guide you based on your company culture. Pick someone outside of your immediate team so that you would get a chance to see how other teams operate and learn a different perspective.
You can have multiple mentors however be mindful about it since it is a time commitment both on your side and the mentor’s side. I had mentors both within my team and outside my team. That worked well for me. Depending on the topic I needed help with, I was able to get guidance from one of the mentors.
Another option to find a mentor is through your company’s official mentorship program, if there is one.

If you are looking for a mentee, check with your team members to see if anyone needs a mentor. Reach out to new employees and offer to be a mentor. Sign up for your company’s official mentorship program if there is one.

Tips to Be an Effective Mentor

“The delicate balance of mentoring someone is not creating them in your own image, but giving them the opportunity to create themselves.” — Steven Spielberg

This quote perfectly summarizes how you need to approach mentorship.

Here are some tips:

  1. Be available when your mentee needs you. If at any point of time, you are unable to give the mentee the time they need, be candid about it and suggest that they find a different mentor or recommend someone else that can make the time to help.
  2. Provide a safe and trusting space for your mentee to share his/her problems.
  3. Give the mentoring relationship some time to evolve.
  4. Let the mentee drive the agenda.
  5. Set boundaries on your time availability.
  6. If any topics are out of bounds, say so.
  7. Similar to coaching, before giving advice, ask powerful questions to help the mentee come up with his/her own solution. Here are a couple of sites with some powerful questions:
    • Co-active coaching toolkit
    • 16 Powerful Questions Coaches Ask Their Clients To Help Achieve Their Goals
  8. Keep your advice to a minimum and do not be attached to your advice.
  9. Ask the mentee if he/she wants to be held accountable for any action items and if yes, then ask for specific next steps and dates. Follow up on the action items as agreed.
  10. If you are unable to help the mentee with their goals, try to put your mentee in touch with someone that can help them.

Tips For a Mentee

  1. Set goals about what you want to achieve from the mentorship. Ex: improve public speaking skills, improve leadership skills etc.
  2. Be proactive and drive the mentoring relationship.
  3. Define your expectations – ex: time commitment you would require from the mentor, meet in person or on phone etc.
  4. If you do not know who would be a good mentor for you, ask your manager for suggestions.
  5. Not all mentorship relationships work for various reasons. It is important to evaluate if the mentorship is actually adding value to you or not and if not, then discuss with your mentor and figure out the best course of action – either change the goals or change the mentor. Do not give up on mentorship if this happens.
  6. Respect your mentors time. If you have agreed on next steps, follow through.

Hope this inspires you to find a mentor/mentee if you don’t already have one. You don’t necessarily need to have an official mentor/mentee relationship. I have some colleagues that I look up to and they have unofficially mentored me. Identify who those people are and nurture your mentoring relationship with them.

This post was first published on Technical Program Manager on December 24, 2019.

8 Tips to Successful Virtual Team Facilitation

Remote Teams Require Virtual Team Facilitation

There is an overall positive impact of going remote for companies.

Data shows that remote work can lead to astonishing productivity, increases employee retention, decreases sick days, and increases workforce diversity, just to name a few benefits.

While remote teams have an overall positive impact on companies, remote teaming does create a few challenges. 

Facilitating a virtual team successfully means adjusting what you know about facilitating team meetings and making a few changes in how you structure and facilitate these virtual team meetings.

 

Virtual Team Facilitation is a Necessity!

In today’s digitally-driven world, mastering the art of virtual team facilitation is no longer a luxury—it’s a necessity. From online meetings to dynamic online sessions, the way we communicate and collaborate has transformed significantly. With an array of online tools at our disposal, the potential for productive virtual interactions has never been higher.

Yet, the success of these online engagements often hinges on the adeptness of facilitation.

Whether you’re a seasoned virtual team leader or stepping into the realm of online facilitation for the first time, these eight essential tips and best practices will elevate your approach, ensuring that your online meetings are not only efficient but also engaging for all participants.

8 Tips for Remote Teaming Infographic

If you are new to remote teaming, here are 8 ways to start facilitating remote team meetings and achieve success!

remote team facilitation infographic

When first starting out facilitating remote teams, you might be tempted to copy the exact facilitation formula used for in-person meetings. While that is not a bad place to start, we’ve put together a list of 8 tips of small changes to implement starting with the fist remote meeting you are in charge of!

1) Build Trust Early and Often During Remote Meetings

Make time for frequent, short activities that foster connection in remote meetings. Activities that help people get to know one another as people, not just someone they rely on for information or to help them complete a task, subtly increase the level of trust in your team. While those activities might look a bit different in a remote meeting, the same principles and ideas do apply. Traditional Agile games and learning activities can be adapted to work during a remote team meeting. 

build trust in virtual meetings

2) Create Ways for the Remote Team to Connect Outside of Meetings

Use social and professional channels to keep people in touch with one another as they work. 

An example of this would be using an online application like Slack to create a sense of group unity. Slack’s motto is ‘Where work happens’. The tool is designed for intimate and direct group communication. 

A second example is using a social media messaging channel or group like a LinkedIn Group, Facebook Group, Facebook Messenger, WhatsApp or another messaging service. 

remote teams should connect outside of meetings

3) Design Virtual Group Meetings With Care

Think about what things really call for a team meeting, and intentionally design those meetings so people can participate actively and collaboratively. 

Creating an agenda and sticking to it is important! 

design virtual group meeting with care

4) Plan The Right Amount of Time for Remote Meetings Tasks

Don’t try to cram too much into a remote meeting. Take your time, chunk it up and remember everything takes a little bit longer to do well when it’s remote.

While technology is an amazing tool, not every team member will initially be as comfortable as the facilitator using this technology. Allow ample time for the sign-on process and be aware of potential glitches and time restraints. 

plan the right amount of time for remote meetings

5) Make Time to Hear Opposition

Plan for a rich discussion with opposing views rather than trying to rush the group into agreement because of time restraints.

You might find that you need to schedule more remote meetings than what you’d expect if the meeting were in-person. Go with it, don’t force the issue trying to fit everything in. 

make time in your virtual meeting to hear opposition

6) Level the Playing Field

Set it up so that if some people are remote, everyone is.

No one should be ‘left out’ or made to feel they are a burden or a nuisance for having to dial into a meeting. Instead, if one or two team members need to be remote, require everyone to dial in and access the meeting remotely. 

take time in your remote meeting to hear opposition

7) Let Go of The Belief That Virtual Is Never as Good as Face-To-Face

In truth, remote teams can be cohesive, thriving powerhouses, and virtual meetings can be productive and engaging.  If you’ve never tried to facilitate a virtual meeting or a remote team, just know it can be done by adjusting and tweaking a few things.

virtual meetings are just as good as face-to-face meetings

8) Never Ask ‘Does Everyone Agree?’ in a Virtual Meeting

That question is hard for people to answer because asking a group for agreement is a tall order and often it’s either rhetorical, meaning the facilitator is moving on regardless of agreement or the facilitator then needs to take time to hear a ‘yes’ or ‘no’ from everyone. 

Instead, use effective tools and methods for exploring options and making decisions that everyone can commit to. You might say “What are we missing?” “Is there anyone who is not ready to move on?” By phrasing it this way you’re inviting people to offer a different point of view and if no one speaks then you can move forward. 

virtual meeting wisdom

Take Our Next Online Workshop Virtual Team Facilitation

We invite you to check out our next online Virtual Facilitation Masterclass to learn more.

 

How Courage Can Create Safety

Research shows that the number one contributor to team effectiveness is psychological safety. According to research by individuals like Amy Edmondson and the Project Aristotle study by Google, this means that it is critical to create a space where team members feel safe to take risks and be vulnerable in front of each other.

Let All Voices Be Heard!

Leaders (that’s you!) are able to use skills like facilitation and coaching to help create spaces where all voices can be heard and where people feel safe to take risks without fear of retribution. With leadership and guidance, it becomes the collective work of everyone on the team to create a safe space.

While psychological safety is something that we strive for in teams, it’s not something that every team currently has. So I am often asked about what can be done in circumstances where safety is missing. My response is to encourage leaders to take the first step. 

What if our work as leaders is:

  • To be comfortable being uncomfortable?
  • To take risks in service of others?
  • To say what needs to be said, even if it feels scary? 
  • To find our authentic voice in order to help others see what we see?

Name What You See Happening

One of the most powerful things you can do for a team is to name, in a morally neutral way, what you see happening. It might be to simply say, “I’m confused about what direction we are going.” Other examples might include,

  • “I notice that we have been talking about this same topic for three weeks and that we have been unable to come to a decision.” 
  • “I’m not sure what you want me to do; I need help.”
  • “I have things that I would like to contribute, but I wonder if they would be valuable here.”

The Speech Act of Bystand

David Kantor calls this the speech act of “bystand.” It’s a vocal action taken in a conversation to bridge competing ideas or name what’s happening. It can be a powerful speech act for creating a shift in the conversation, but it is often underutilized or inactive in team communication.

Making a bystand is not about advocating for your solution, metaphorically poking someone in the eye, making a judgmental statement, personally attacking, or telling someone what’s “wrong” with their actions. It’s simply about naming what you see or what you are experiencing in a manner that holds no judgment.

When you model the speech act of observing without judgment as a leader, you help create a safe space for your team to join you in moving the conversation forward. Though it might feel uncomfortable at first, it is your demonstration of courage that can be an important first step in cultivating a team culture where diverse voices feel heard and acknowledged.

Here Are Some Reflection Questions To Help You Take Action To Create Safety:

  • Have you had the impulse to say something 3 or more times? I have a general rule about looking for patterns versus reacting in the moment. So notice what’s happening and look for a pattern.
  • What is your intention? Does saying something further your own agenda or is it in service to the teams’ agenda? Both may be valuable, but be clear for yourself about which it is.
  • What’s at risk if you speak up? Sometimes we create fear for ourselves by making up a worse outcome than what really might happen. Be honest with yourself about the answer to this.
  • What’s at risk if you remain silent? This is about looking at the bigger picture. What opportunity might you or this team be missing?

Your Turn!

Where do you need to be courageous today? Someone has to go first.

If not you, then who?

Marsha

Can Improv Help You Grow Servant Leaders?

Guest blog by Jardena London

Servant Leadership Is Nothing New

Servant Leadership is all the rage nowadays.  But it’s been around for almost 50 years.  Robert Greenleaf coined the phrase in 1970.

“The servant-leader is servant first… It begins with the natural feeling that one wants to serve, to serve first. Then conscious choice brings one to aspire to lead. That person is sharply different from one who is leader first, perhaps because of the need to assuage an unusual power drive or to acquire material possessions.”

Can you be a servant leader if you’re not a leader?

Does servant leadership go against what we’ve been taught our entire lives?

What can we do to change these thinking patterns that are so ingrained in many of us?

The Definition of a Servant Leader

Let’s expand the definition of “Servant Leader” to any team member. The idea is that every team member serves the good of the team.  This can be a big change in organizations who believe that making each individual stronger adds up to a strong organization.  An Agile organization focuses on making each team stronger in order to execute on large ideas.  We see this in organizations that have dropped individual performance reviews, favoring team assessments in their place.

Servant Leadership ties directly to the Improv concept of “making your partner look good” and “don’t try to be clever or unique.” In Improv, your goal is not to be the brightest star on the stage, it’s to make the group shine.  Sometimes in Improv, your role is to blend into the background or provide a meaningless filler.  A player in my Improv class astutely noted that “this goes against what we’ve been taught our entire lives! We’re taught to be different, stand out, be known.”  Yup, it’s different.  And there’s room for both.

Here Are Some Great Improv Techniques That Will Help Your Team Become a Group of Servant Leaders.

  1. One-word story:  Sit in a circle.   The facilitator gives the title of the story and starts with a word. Each participant adds a single word onto the story.  Instruct the team to go with the flow and say what needs to be said instead of trying to thwart the story.  The team will learn that sometimes you get an opportunity for a juicy word like “dragon” and sometimes you just have to say “to” or “the.”  Those boring little words serve the story and serve the team.  You’ll also see that after you say a word, the story might not unfold as you envisioned it.  The team learns to let go of trying to plan.
  2. Cocktail party:  This exercise hearkens back to old Laugh-In skits where someone cracked a joke while the rest of the players paused.  This is a stage-like activity that works best if you have more than 6 people, and a group that has played around with a bit of Improv.  Create 6 pairs, at a cocktail party.  Each pair gets a simple topic.  The facilitator directs each pair when to speak.  The pair speaks about nonsense, there’s no need to try and be clever.  The real work is in keeping focus on the pair that is speaking without looking at them and without creating a distraction.
  3. Team “Building”.  Get a group 5 people, everyone else is the audience.  Prep a list of things they can “build” such as ‘a table’, ‘a grandfather clock’, ‘a bulldozer’ or ‘a frog’.  I recommend you don’t try to build ‘people’, but animals work.  One at a time, each player positions their body as part of the thing they are building.  Once positioned, a player doesn’t change, the next player must build on what is there.  You’ll find that sometimes symmetry is needed, and you have to do the other side of what someone else has done.  For example, if you’re building a table and 3 of the players have made table legs, well you’ve got to be a table leg.  This is another way to get the team completing each other instead of pulling in different directions.  It also gets people used to building on each other’s ideas and supporting the ideas of their teammates.

Are You Building Servant Leaders?

What have you done to build servant leaders?  We’d love to hear from you in the comments section!

“He who is the greatest among you shall be your servant.”

Martin Luther King

Jardena London is an agile transformation consultant and is all about bringing fun and humor into how we lead and work. One way she does this is through creative and humorous cartoons! You can follow her cartoons (and blog) at https://www.rosettatg.com/blogtoon/

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