Team Advantage of Strategic Offsites

December 8, 2022

On the cusp of a new year many organizations are currently scheduling offsites for senior executives to review strategic goals and devise execution plans for the coming year. Healthy organizations who encourage their leaders to embrace each other as vital teammates will be the most successful.

All too often offsites fail to deliver solid results because leaders bring forth plans that are focused on individuals and their departments. This can inadvertently reward silo building and allow for competition of resources that ultimately undermines company-wide success. Rather than building a unified team and doing what’s right for the organization, individual egos, reputations, and ambitions become the primary focus.

Any successful strategic offsite should begin with ensuring everyone feels psychologically safe to speak freely. Each person should trust that they can do the right thing for the right reasons. And all participants ought to feel like they are an important component of a highly functional team, and that the organization will succeed only with everyone working effectively together.

Before beginning any offsite, ensure that there is a foundation of trust and rapport. If this needs to be established or strengthened, this should be the number one priority. Though it takes time and energy, and some may see it as unnecessary, nothing is more important. Without trust, there can be little progress.

Vulnerability should also be encouraged and modeled by the most senior leader so others can show up more fully and authentically. This will set the tone for how everyone shows up.

In his book, The Advantage: Why Organizational Health Trumps Everything Else in Business, author Patrick Lencioni recommends a Team Effectiveness Exercise that can be especially helpful.

“Do this at the end of an off-site meeting once there is a decent foundation of trust,” writes Lencioni. “If team members aren’t capable of being vulnerable with one another, there is no point in doing it.”

Team Effectiveness Exercise

  1. Have each person write down one thing that each of the other team members does that makes the team better. It should be the biggest strength as it pertains to the impact on the group. Not technical skills but the way they behave when the team is together that makes the team stronger.

  2. Do the same thing except this time focus on one aspect of each person that sometimes hurts the team. Provide 10 to 15 minutes for this.

  3. Beginning with the leader, go around the room asking everyone to report on the person’s one positive characteristic. Let the person respond after everyone has finished. Now go around again offering the one characteristic that the person needs to work on. Allow for a reaction after everyone has gone. Then do this for the next person until everyone is complete. Should take only about 10 minutes per person.

This type of exercise requires trust and psychological safety to execute well. It can dramatically strengthen a team by making each member feel more supported by and accountable to the others on the team.

“The greatest impact is the realization on the part of leadership team members that holding one another accountable is a survivable and productive activity, and it will make them likely to continue doing it going forward,” continues Lencioni.

Lencioni does an excellent job of illustrating this in his earlier book The Five Dysfunctions of a Team, which I highly recommend.

Plan on making your next strategic offsite meeting one that is focused on the team. The whole truly can be greater than the sum of its parts, but requires ensuring there is psychological safety, trust, and rapport. And it means the courage to be vulnerable with each other for the sake of strengthening your relationships and team performance.

Trust Before Progress

September 28, 2022

Whoever is careless with the truth in small matters cannot be trusted with important matters.”  – Albert Einstein

In my work as a coach and organization development consultant, a common concern I encounter with my clients is a lack of trust among colleagues. This includes team members, peers, and even senior executives. A lack of trust means little progress can be made.

Author Patrick Lencioni discusses the absence of trust as a foundational aspect in any well-functioning team in his book The 5 Dysfunctions of a Team. Without trust, there can be no progress as this serves as the basis for the psychological safety necessary for any group of people to collaborate well.  

The previous President of this country reportedly told more than 30,000 false or misleading claims while in office. He was defeated when running for re-election, yet because of his continued lies as well as the misinformation of his backers, 70% of Republicans still don’t believe Joe Biden was the legitimate winner of the 2020 election.

When our Facebook and Twitter feeds contain false information, rumors presented as facts, and clear lies, we need to question the value of social media. When talking heads on cable TV spout misinformation simply to spike viewership, we should turn the channel. And when politicians lie, they need to be held accountable and voted out of office. If we normalize this lack of trust in the people we follow, tune in to, or vote for, we are doomed to be continually misinformed, misled, and swindled.

For some reason the search for truth no longer seems foundational in forming our own opinion. Have we gotten lazy and given up on the notion of thinking for ourselves?

This lack of trust is due to many factors, but perhaps began when we stopped paying for subscriptions to trusted news sources and allowed social media, cable news shows, and talk radio to tell us what we should and should not believe. We can certainly find confirming data on any given conspiracy theory on the internet. That doesn’t make the information true.

In our work lives as well as in our personal lives, it’s vital that we build and maintain trust in those around us. This is about integrity, and it is becoming all too rare.

To restore and build trust in our lives, we must begin by examining ourselves and see what sort of example we are showing to others:

Behaviors that Diminish Trust:

  • Stating your opinion as if it’s a fact
  • Accepting others’ opinions as fact
  • Failing to evaluate your news source as reliable for honesty and fairness
  • Retweeting unvetted things on social media

Behaviors that Build Trust:

  • Walking your talk: Do what you say and say what you will do
  • Being accountable and holding others accountable
  • Questioning the reliability of what you see, hear, and read
  • Choosing to be accurately informed and allowing to rethink what you believe

I choose to enter all my interactions both personal and professional with a trusting attitude. By extending trust first I know I could be taken advantage of, but I do so regardless because I want to expand rather than contract my world. And, in my experience, I have not been swindled often.

However, while I choose to trust first, this doesn’t mean I trust always. When someone proves to be untrustworthy by being unreliable, dishonest, or misinformed, I adjust my trust meter to no longer take them at their word. Their trust then needs to be restored.

I take this approach with people in my personal and professional life as well as those I don’t know but follow and look up to. This includes politicians, public officials, athletes, celebrities, and others in the media. Fool me once, shame on you. Fool me twice, shame on me.

We need to restore and build trust in order to make progress in our workplace as well as in our democracy. Nothing is more important than trust.

Clarity in Communication

November 10, 2021

Communicating well has never been easier yet it appears we are continually falling short. Despite incredible leaps in technology, including a dedicated communication device in the palm of our hands, we struggle to communicate effectively. This is a huge problem for productivity and profitability.

A 2011 survey of 400 companies with 100,000 employees each cited an average loss per company of $62.4 million per year in lost productivity because of inadequate communication to and between employees, according to the Holmes Report on “The Cost of Poor Communications.” 

Is this due to the sender or receiver of communication? The answer is an emphatic YES!

The sender can undermine message effectiveness for many reasons, including choosing the wrong medium (texting versus calling), not recognizing the power of non-verbal communication (body posture, tone of voice, etc.), not providing context, and using too few, too many or the incorrect words to clearly convey thoughts. The receiver can fail to carefully listen or read the message due to distraction or lack of focus, choose to make assumptions rather than ask clarifying questions, and respond only partially or not at all.

The most common reason organizations communicate poorly is because they don’t achieve clarity around key messages and stick with them, according to Patrick Lencioni in his book The Advantage: Why Organizational Health Trumps Everything Else in Business. The discipline to overcommunicate clarity is one aspect of Lencioni’s Four Discipline Model, which he says is vital for leadership where organizational health is concerned.

True Rumors

“The best way to ensure that a message gets communicated throughout an organization is to spread rumors about it,” writes Lencioni. “Tell true rumors. After decisions are made on a leadership team, have each leader immediately communicate that message to their direct reports.”

Lencioni says this results in “cascading communication” with a structured but interpersonal process of rolling key messages down throughout the organization. The effectiveness of it has to do with the contrast to more formal means of communication.

Three Keys to Cascading Communication:

  1. Message consistency from one leader to another
  2. Timeliness of delivery
  3. Live, real-time and in person communication (not email, but videoconferencing when necessary) – Make it interactive so questions can be asked in the moment

Sending & Receiving

Whether you’re in a leadership role or not, simple things can make a huge difference in the way you communicate as a sender and receiver.

When sending a message:

  • Be Intentional: Ensure the intention behind your message is clear. Provide context, set the appropriate tone, and remain sensitive to your audience.
  • Choose Best Medium: Though you may default to text or email, there are many times and many messages that should demand using the phone or delivered face-to-face.
  • Emoji or No Emoji: Etiquette regarding emojis in business texts is so far unclear. Context is critical as emojis are seen as more casual and can be interpreted inconsistently. On the other hand, they can quickly convey a mood. It’s probably best to use them sparingly.

When receiving a message:

  • Listen/Read Carefully: Seek first to understand, then to be understood as Stephen Covey so eloquently stated in The Seven Habits of Highly Effective People. Be an active listener.
  • Ask Clarifying Questions: Rather than make assumptions, be sure you fully understand the message you read or hear. Assume only that the sender has positive intent until you have proof otherwise.
  • Respond Thoughtfully: Before you respond, ensure you clearly understand what the sender is looking for. Is it agreement, acceptance, approval, etc.? Once you know this, respond in a way that is respectful and kind.

These are obviously only a few things to consider as you seek to improve communication in your role. Keeping these in mind when you send or receive a message will likely improve the clarity in your communication. And that’s good for you and your organization.

Effective Teams Begin with Trust

October 8, 2014

Dysfunctional teams can produce results, but not consistently and not over the long term. An effective team that produces results consistently requires many attributes, but they all must begin with trust.

More than anything else, trust enables people to work together effectively.

Stephen M. R. Covey, author of The Speed of Trust, says this workplace trust is a function of both character and competence. Character includes integrity, motives, and your intent with other people. Competence is your capabilities, skills, results and track record. Both are essential for trust.

Trust lays the foundation for two or more people to function effectively because it instills assurance that the other person(s) can be relied upon.

In Patrick Lencioni’s book The Five Dysfunctions of a Team, he describes a lack of trust as an “unwillingness to be vulnerable.” This ability to be vulnerable is essential for people to feel connected—in both our personal and professional relationships—and that enables us to trust that we can count on each other.

In his book, Lencioni describes how trust shows up in teams.

When there is an absence of trust, team members:

  • Conceal their weaknesses and mistakes from one another
  • Hesitate to ask for help or provide constructive feedback
  • Hesitate to offer help outside their own areas of responsibility
  • Jump to conclusions about the intentions and aptitudes of others without attempting to clarify them
  • Fail to recognize and tap into one another’s skills and experiences
  • Hold grudges
  • Dread meetings and find reasons to avoid spending time together


When there is trust, team members:

  • Admit weaknesses and mistakes
  • Ask for help
  • Accept questions and input about their areas of responsibility
  • Give one another the benefit of the doubt before arriving at a negative conclusion
  • Take risks in offering feedback and assistance
  • Appreciate and tap into one another’s skills and experiences
  • Offer and accept apologies without hesitation
  • Look forward to meetings and other opportunities to work as a group

Successful teams demonstrate confidence that every team member’s intentions are good and they can feel safe within the group.

Trust within a team often requires that individual members demonstrate relational trust. Covey identifies 13 behaviors that strengthen relational trust. These are: talk straight, demonstrate respect, create transparency, right wrongs, show loyalty, deliver results, get better, confront reality, clarify expectations, practice accountability, listen first, keep commitments, extend trust.

These behaviors don’t demand that everyone be an outgoing extravert who shares their entire lives with everyone at work. Instead, it is the ability to be open and transparent about who you are in a professional sense.

The ability to be open with each other is not so much about sharing personal information as it is sharing your knowledge, skills and experience with regard to the work you’re doing. And it is about the team members’ perception of your integrity, authenticity and level of caring.

The perception of these attributes will determine whether you are someone of character and competence team members are able to work with. And that is the trust they need to function effectively as a team.