Posts Tagged ‘documentation’

Alignment: Get it and keep it

Thursday, September 3rd, 2009

sheep-herd1It’s true for all enterprises, from the “mom and pop” corner store to the global corporation. Alignment at an organizational, team and interpersonal level is necessary to achieve results. Conversely, inadequate alignment on the things that matter will break even the  most powerful company.

Alignment is a coordination of effort in an agreed-upon direction. What are the keys to getting and keeping successful alignment?

Align when you need to. Know where you’re going, what you’re trying to achieve and the best practices that are strategically essential. Be nimble and realize that these foundations  may need to change, but those adjustments must be widely broadcast to all stakeholders.

Don’t align on everything. Don’t expect that everyone will do things the same way, at the same time or with the same approach. Allow creativity and ingenuity in how things get done, as long as the essentials (see point above) are unwavering.

Realize that alignment has a shelf life. Abe and Barb are working on a project. They agree on a definition of success and what each party will do by when. Six months later, Abe checks in to find that Barb hasn’t done her part. Conflicting priorities, faulty memories or shifting realities can impact alignment. Touch base with the other party frequently and adjust agreements as necessary.

Ensure mutual understanding around the core. Your vision, goals and best practices should be not only communicated widely, but understood the same way by everyone. To ensure mutual understanding, ask a few people from diverse parts of the organization to restate these core principles to you. If they can’t, or if they’re fuzzy, redouble your efforts to clearly communicate. It’s essential to keep working on this until you get it right.

Ensure mutual understanding around the details. The same principle applies to interpersonal agreements. Sales manager Terrence agrees to call on Customer Q while sales manager Shawnee is on leave. When Shawnee returns, she is surprised to find that Terrence now “owns” Customer Q and is receiving a bonus based on those sales. Clear, unmistakable alignment is essential up front to prevent time-consuming, messy problems later.

Document and review. Nothing speaks like a paper trail, or, better yet, an electronic trail. For the foundational pieces, such as vision and goals, make them a part of the fabric of the organization. Put them on the website, make posters for all offices, review them at meetings or create work groups to monitor progress and suggest changes.  For team or interpersonal alignment, work together on how best to document and regularly review agreements.

Alignment is necessary because, in words from one of the most lucrative movies of recent times, “we’re all in this together.” “Get your  head in the game,”  so you can get and keep alignment around the factors that drive success.

(The references are to High School Musical for those of you without a person between the ages of 6 and 25 in your household.)

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Delegation done right

Wednesday, August 26th, 2009

sign-hereDelegation isn’t just about giving someone else something from your task list (as tempting as that may be). Delegation is really an agreement between two parties, both of whom have responsibilities to uphold.

You might not use a formal contract, but there must be mutual understanding around what is expected. What do you need to define in order to make delegation successful?

What is the expected impact? What effect will this work have on the team and/or the organization?

What results are expected? What key indicators will define success? What will be different once the work is done?

What boundaries on the work might exist? Who should be involved? What should be communicated to whom and how often? Are there other parameters (“do this, not that”) regarding how the work should be performed?

What are our mutual responsibilities post-delegation? What information will be shared? How often and by what means will we communicate? How will assistance and support be sought and given?

Delegation requires an investment of time in exploring and documenting these key points. And delegating does not always mean giving away 100% of the responsibility and accountability.

So what are the delegation payoffs? You can focus on the stuff that only you can do. The person delegated to gains experience and skill. The organization accomplishes X. And they all live happily ever after.

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The lost art of appreciation

Thursday, August 6th, 2009

CB065332“Thanks.” “That was excellent work.” “I really liked it when you….”

We don’t say these words often enough. Maybe it’s the overdrive mode that most organizations are in these days. What we’re missing by not sharing genuine appreciation with others is a key to employee motivation. Showing gratitude and giving positive feedback isn’t the only way to motivate, but it can be one of the easiest and most enjoyable.

We recently stumbled into an opportunity to appreciate each other at Humanergy. A couple of years ago, we started exchanging “white elephant” gifts during the holidays. A “white elephant” is that thing that’s been sitting in your basement or garage that you’ve been meaning to get rid of, but you don’t really think anyone wants it. Maybe you’re even embarrassed to admit you have it.

One of our staff gave a fellow employee a “beautiful” rope necklace embellished with a dozen Southwestern figures, like a coyote, cacti, sombrero and snakes. The nicest thing we can say about it is that it is unique.

The receiver of this gift quickly transformed it into a talisman for our Humanergy team. We each picked a figure to represent ourselves, and the necklace was passed from person to person when we noticed something good. To document our appreciation, we started using a journal which travels with the necklace.

A typical journal entry might read, “To Karen, the green cactus, for outstanding detail management and customer-centric thinking on the ABC project. From Christi, the sombrero.”

What started out as a fun gift exchange has been transformed into a way to communicate about the great things that are happening at Humanergy and each person’s contributions.

The fun factor cannot be ignored here. The journal alone would have been satisfying, but the quirky necklace adds a bit of spice and personality. (And, yes, some team members have been spotted wearing the necklace around the office from time to time. So far no one has been brave enough to wear it elsewhere.)

Sharing appreciation feels magnificent. We just can’t figure out who’s enjoying it more – the people receiving the heartfelt thanks, or the people giving them.

You don’t need a funky necklace. Look someone in the eye and share your specific, meaningful gratitude. You’ll both feel wonderful. And you’ll get back to work smiles on your faces.

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