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.

Build Back a Better Workplace

June 9, 2021

With any crisis comes opportunity. The crisis of COVID-19 provides the opportunity to take what we’ve learned and make appropriate changes to build back a better workplace. A way to do this is by becoming more focused on tasks, strengthening our work relationships, and embracing a work ethic based on results.

Companies—large and small—around the world were challenged during the past 16 months in order to stay afloat. Many, especially in retail and hospitality, were unable to make it and had to shut down either temporarily or for good. Others were able to utilize technology and many were able to work remotely alongside children, who were learning remotely.

Regardless, while productivity may have been relatively stable for many of these companies, in the long run, we’ll need to find a way to come together again in the same physical space—at least occasionally. That’s because things like creativity, innovation and a sense of belonging are vital and more likely to occur when we are together in the same room.

The workplace may have been forever changed by this pandemic. In many industries, it may no longer be necessary to come into the office every day. Employers may therefore require less office space while employees may need a home office. Once children are back in school again, parents may be much more effective working from home than when they were sharing space and bandwidth with others.

When we do return to the same physical space, it will be important to incorporate the good that came from those who were able to work effectively from home. Here are some things to consider.

Focus on task at hand

One of the first things employers discovered was that many employees actually became more productive while working from home. Though the initial transition may have been challenging to some, others were able to find focus without the disruption that can be so rampant in the office. It may have taken awhile before back-to-back meetings and continual interruptions interrupted our workday again. Though family members, pets and other interruptions may have replaced them, many may have found a way to better focus such as:

  • Maintain control over your time. Strategic thinking, completing a complex assignment, researching a new methodology, learning a new technology and many other things require focus. Take control of your schedule to guard your time.
  • Cut down on task switching. When you allow emails, text messages, Slack, news alerts, phone calls, etc. to interrupt what you’re doing, they greatly impact your ability to focus. Reject multitasking as it is completely counter to effectively focusing.

Strengthen relationships

When we become slaves to our technologies rather than simply treat them as tools, we became more disengaged from each other. No matter what social media companies say, when you choose to spend time interacting with a screen instead of a person, you are creating distance. When you can safely return to the office, do what you can to strengthen your real time relationships with co-workers.

  • Talk in person whenever possible. Rather than message someone down the hall, deliberately choose to interact face-to-face. This will build trust and rapport much better than any electronic substitute.
  • Help make your team more effective. Things like psychological safety, trust and a shared sense of purpose and belonging are critical to high performing teams. Do your part to optimize your teamwork.

Embracing ROWE

In many cases remote work meant managers could no longer micro-manage their workers. Overly oppressive bosses needed to let go of controlling how the work got done. While this could have been taken advantage of, many workers demonstrated just how effective they were in completing the work while unencumbered by an overly watchful eye. Results Only Work Ethic (ROWE) is all about what you deliver and not necessarily how or where you do it. To maintain agency over how and when you do the work, keep in mind the following:

  • Complete what you say you’ll do. It’s quite simple that when you can be trusted to complete your work on time and accurately, others will likely provide more latitude for how and where the work gets done. Do your part to follow through on tasks.
  • Allow your results to dictate your performance. Don’t look for excuses or others to blame when you are unable to complete your work. Take responsibility for what is yours and focus on achieving results that demonstrate your value.

Going back to the office can be a source of renewed engagement. It can bring about changes that enhance your experience. See if you can adapt how you show up so you contribute to building back a better place to work.   

Building Self-Awareness in Teams

August 9, 2019

Qualities critical for workplace success include emotional intelligence, empathy, influence, persuasion, communication and collaboration. All of which stem from self-awareness. And self-awareness in teams can make them more efficient, effective, innovative and rewarding to be a part of.

As I’ve written previously, this highly developable skill is perhaps the most important element for leadership. Research has shown that knowing who we are and how others see us is foundational to strong leadership, smart decisions and lasting relationships. However, it seems the higher one rises in leadership, the less likely they are to be self-aware.

And becoming self-aware yourself is essential before you can build self-awareness in your team.

“If being individually self-aware means understanding who you are and how others see you, a self-aware team commits to that same understanding at a collective level,” says Tasha Eurich, organizational psychologist and author of the excellent book Insight: the surprising truth about how others see us, how we see ourselves, and why the answers matter more than we think.

“With the right approach and a true ongoing commitment, you can foster a culture that encourages communication and feedback at all levels,” says Eurich. “One where honesty trumps hierarchy and even the lowest-ranking member feels safe putting problems on the table.”

To build self-awareness in your team, Eurich points to what she calls the three building blocks a leader must put in place. Prior to this, the team must already have a clear and compelling direction. “If a team doesn’t know where it’s headed, they are missing the ‘because’ of self-awareness,” explains Eurich.

The three building blocks are:

A Leader Who Models the Way

  • Make a commitment to your team’s self-awareness by starting with your own. When you as a leader demonstrate authenticity, team members learn to follow along in their interactions as well.
  • Engage in a leader feedback process to provide insight into your leadership, communication and well-being. This vulnerable exercise truly demonstrates to the team your commitment to transparency and own growth.

The Safety and Expectation to Tell the Truth

  • Provide the psychological safety to enable everyone the acceptance to ask one another for help, admit mistakes and raise tough issues. This requires not only trust, but also vulnerability.
  • Create clear set of norms. For example: What behaviors will help you achieve your strategy? What do you need to do to make this a safe and supportive team?

An Ongoing Commitment and Process to Stay Self-Aware

  • Candor challenge. Begin with team feedback exchange where every member gives and gets peer feedback. This is done by providing strictly behavioral feedback based on what they said, how they said it, or what they did. The kicker is that it is done publicly in front of the entire group.
  • Accountability conversations. This process assists the team in remaining self-aware by deliberately re-evaluating and regular intervals to ensure team members remain accountable for their commitments.

Teams are capable of doing great things. In fact, the most important developments throughout history have been accomplished not by individuals by people in groups. People working together effectively can be truly greater than those of individuals working independently.

In the same way self-aware leaders are more effective, so too are self-aware teams. Using the three building blocks as a model for how to strengthen the self-awareness of your team can lead to a stronger, more effective and more fulfilling group to be a part of.