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Q&A: Leading up, and Changing Culture

January 28, 2012 by Rosa Say

Received these questions from a friend of mine, a professor teaching a college course on the “Emotional Health in Organizations” and thought I’d share my answer with all of you who read Talking Story as well:

How does one effectively  “lead up” in their organization, if it is still managed like the Industrial  Revolution? How does one BEST change the culture from within? Is it REALLY  possible”since  the key leader always defines the culture of the organization????

Yes, it’s possible, if you are willing to do what it takes.

Life is short, and we all have more options in the best possible living of our lives, options we may not readily see at first glance. This is why great managers are needed, and why the coaching industry thrives: Everyone can use help with seeing all their options.

Room for everyone.
I don’t care how ‘flat’ a company is, management isn’t going away, and we don’t want it to!

One question at a time. Order is important, for Cause and Values are the keys.

First of all, keep your eye on your ultimate reward, and not just on the temporary obstacles. Be sure you see that reward clearly, by getting people out of your cross hairs.

When managers ask me variations of these questions, I’ll always ask them to step back far enough to see the big picture view with more clarity first — i.e. See the organization and not the people within it. Step back so you can reassess the values of the organization as Managing with Aloha teaches, and still know you commit to that organization’s cause (mission and vision): Can you fully make the decision to press on because you are sure that’s where you want to be?

Said another way, are you sure you work for the best organization for you, best deserving of your Ho‘ohana service? If so, let’s talk about “what it takes” to effectively “lead up” (more on that in a moment.)

Green Light: When your personal values are a match for the values of the organization, everything is easier (and more fun). Everything becomes more realistic — more probable.

Red Light: Conversely, the greater the mis-match in values, the harder work will become because win-win agreements are increasingly difficult to achieve, and

Yellow Light: Productivity and Progress require working agreements.

The people we work with — the “key leader” and many others — will always loom larger than the organization itself in our day-to-day work. However the truth of the matter, is that worthy organizations, deserving of our own worthwhile efforts to support them, are longer lasting and have more endurance, outliving the people who populate them, no matter their individual stamina or tenacity as a team. For example, Steve Job’s personal influence essentially ended with his death last year, while Apple’s lives on.

If you say, “yes, this is where I have a values match with our organizational cause, and I am determined to stay and work my way through this” let’s move forward and talk story about “leading up.” For then, and only then, we have what’s ‘best’ and what’s ‘really possible.’ We can have positive expectancy, for that’s what value alignment delivers (see Key 3).

Can you keep a secret?

The Golden Rule comes to work with us. Always has, always will.

No matter where you sit in an organizational hierarchy, both leading up (inspiring the creation of new energies), and managing up (channeling existing energies and all available resources toward mission and vision) really amount to one thing, and that’s doing your part to make work flow productively for everyone involved, so you can continue to do the best possible version of your own work.

In other words, after you turn the keys above (Value alignment, the Cause of organizational mission and vision), the next key you need brings other people back into the picture with Relationship-building (for teamwork, network partnerships, customer sales etc.) You work to be a great partner, so you have best-functioning partnerships, for life is not a solo proposition.

In our Managing with Aloha vocabulary:

By ‘Managing up’ you make crucial work easy for your boss, for you need to partner with each other. (Managing-as-verb channels existing energies, existing resources in the adjacent possible)

By ‘Leading up’ you inspire your boss and others with your work-relevant and/or cause-relevant ideas, and you ramp things up. (Leading-as-verb creates new energies, and new resources)

When you make work easy for others, they will reciprocate and make it easier for you as they’re able to. Often you’ll have to be the one to help them see how they can help you, for they aren’t living in your shoes, and so a good relationship between you is required, and always will be (thus The Daily 5 Minutes to help). There are centuries of past workplace experience which is testament to the Golden Rule and its ethic of reciprocity, including my own experience in a number of different companies. I’m confident that your work experience illustrates this too.

The Golden Rule works outside the organization as well, in all its connective networks.

“The Law of Reciprocity must be respected to build a sustainable business of any kind. This law postulates that in almost every case people reciprocate, especially when it comes to energy or generosity.”
—Tim Sanders, author of Love is the Killer App and The Likeability Factor

So to be practical, and address your first step in “leading up,” return to your own workplace relationships and improve them in mutually beneficial ways. You don’t have to break rules and make new deals — in fact, you shouldn’t have to if you’re right about that organization being best for you. You just have to work within your present scope of influence in a way that serves others well.

It requires a win-win attitude. Start with what you can do well, and your scope of influence will grow by leaps and bounds. Best of all, it will grow in a way that’s Pono, and in alignment with your integrity, ethics, and personal values. That’s all integrity is, really, taking the actions which ‘tell the truth’ of your values.

Random is good

Can anyone change a culture from within?

I say yes, IF you act as the Leader with Integrity as just described, for I believe that leadership isn’t a position or title. Leadership is a degree of effectiveness in spreading your ideas, and anyone in an organization can lead; the word is a verb.

Culture isn’t static either: I write Talking Story today in support of the tenets of Managing with Aloha, because I so fervently believe that managers create culture, and that Alaka‘i Managers have the best shot with creating healthy workplace cultures in our society today, because Aloha is always part of the agreements reached within their partnerships.

I would agree that to actually “change a culture,” at least in the shorter term, the leaders of an organization must embody the integrity of the values they claim the company holds dear. And by the way, values can, and do change over time” ask anyone at Apple what’s starting to happen now with Tim Cook.

Curvy petals

If leaders don’t embody the values which match up with company mission and vision they won’t last that long. There will be no blooming until another leader takes their place, or they are otherwise overruled by the greater influences within the culture, and one of those things will eventually happen. The next leader to take their place can come from anywhere within an organization. When we look outside the organization instead, there is usually widespread awareness that we have a void internally.

And again, that’s where I think Managing with Aloha comes into play: To help Alaka‘i Managers mentor those leaders of tomorrow, or grow to become those Leaders of Value Integrity themselves.

Stick with me kid.

A Current Case Study:
On January 1st, Jim Sinegal, co-founder and long-time CEO of Costco, turned over the reins to new CEO Craig Jelinek (an internal promotion). Jim Sinegal has been called one of the world’s top retailers, but when asked what is proudest achievement is, this is what he said:

“I think the thing we’re most proud of is the fact that [co-founder] Jeff Brotman and I built a team that’s capable of running a business this size. There’s a management team in place that is very, very good and that has enabled us to sustain the business for a long time.”

Read more: The Empire Built on Values.
As of this writing, Costco has grown to be the 3rd-largest retailer in the U.S. and the 7th-largest retailer in the world, with more than 161,000 employees, 595 warehouses in 8 countries, and more than 64 million cardholders.

“Jim Sinegal has done an amazing job of keeping the company focused on their core values to create one of the strongest consumer franchises in the world.” — Ed Weller, senior research analyst at ThinkEquity in San Francisco, quoted in The Seattle Times

“Jim built Costco based upon the highest standards of ethics and integrity. He has always believed that if you hire good people and pay good wages and benefits, good things will happen. He also frequently reminds us that we must spend 90 percent of our jobs teaching our employees. Those principles define our corporate culture and make Costco a great place to work and shop.” — Ginnie Roeglin, Senior VP, E-Commerce and Publishing, and Publisher of The Costo Connection.

Working in today’s ‘Knowledge Economy’

October 4, 2011 by Rosa Say

In “A Job of Any Merit: Your 3 Options” I asked you to get personally involved in job creation. I asked you to share my essay, and talk about it, so with this post, we continue the conversation.

The options we have now may not be that pretty, and they may not be easy to navigate, but giving up on them doesn’t make any sense. Let’s improve them.

My purpose in outlining them as I did, was to whittle away the overwhelm, and laser-focus current affairs to an individual’s path of action, starting from the situation you may currently be in:

  • Option 1 is for those who still seek a job with an ‘employer’
  • Option 2 is for those who prefer to create their own job, or collection of jobs as their work: They want to be their own employer
  • Option 3 is for those who already have a job of any kind: Now past the primary ‘get a job, any job’ hurdle of options 1 and 2, they have an advantage they can further leverage

It is totally possible for a person to feel all 3 options apply to them, maybe now, maybe later.

Let’s hō‘imi, and consider how a person may move through all 3 options a bit more purposefully.

1, 2, 3: Do all apply to you?

Those who pick option 1 prefer to get employed for the obvious advantages, like a predictable paycheck (you can’t call it a ‘steady’ paycheck anymore). They may be looking for other benefits beyond compensation, even if they’re partial benefits, such as with medical insurance or 401k matching. They thrive in the social and cultural environment of a workplace you physically go to, and they want the opportunity to learn from their employer, and from an industry’s disciplines and network of partnerships. Being employed is still a great option, and it’s not going away totally — nor do we want it to. We want to improve jobs in movements like my own, with Managing with Aloha, and Business Thinking with Aloha.

[On the chance you’re newly visiting my blog, our regular programming here on Talking Story, is for the person who wants a job as a manager: This is the person I wrote Managing with Aloha for, asking that they aspire to being Alaka‘i Managers. My books are listed on this page.]

The current challenge people have in economies globally, is simply that the good jobs which represent worthwhile work are hard to find, and then secure.

Thus, the person who prefers to get employed, may feel they’re forced into newly reckoning with option 2 as well; creating a job of their own. Compensation levels have been decreasing in new job vacancies, and securing employment, even full-time employment, may not be paying the bills. People find they need to earn more. Existing jobs (if they can get them) may pay them sustenance wise, but not so people can get out of debt, hone new skills, and grow toward developing additional income streams or championing other worthwhile causes.

The point I hoped to make with option 2 in writing “A Job of Any Merit: Your 3 Options,” was that there is more possibility within that option beyond entrepreneurship: “Building my own business” is something which can intimidate us in its complexity and risk. We have to expand our vocabulary with this option, and thus, expand our opportunity. Who knows? You may move from feeling forced into this option, to actually starting to want it — in exploring this option, you’ve made the shift from the half-empty to half-full viewpoint. There are benefits here too; they’re just different ones.

Option 3 presented a challenge: If you have a job of any kind at all, you have some degree of leverage, for that job represents an advantage. Now it is time to capitalize on what you have, build on it, and optimize it fully. Turn job into the work of your heart’s desire.

Then pay it forward: Option 3 reminds us of the Golden Rule, and asks you to do for others as you would have them do for you. Don’t make any assumptions in prejudging others who are unemployed; just help them however you can (Did you read this post? “They know how to lead — and be led.”]. Prosperity is a concept of abundance, and we can share the wealth of work dignity freely, knowing that good begets more good. In doing so, we will never negate our own standing; we’ll strengthen it.

Merit and the Ladder of Learning

So if two, or all three job options apply to you, choose your best stance, the one where you will start to concentrate your efforts. My coaching for you, is to focus on that context of merit within your available choices.

Merit is the quality of being particularly good or worthy of your efforts. Taking action where the merit is, becomes the best way we leave the overwhelm, hand-wringing, and frustration of having no agenda behind us.

Those who are starting to emerge as leaders within the Occupy Wall Street movement have recognized this: Public protest is largely a complaint, albeit one which has gotten chronic and cries to be better heard. But complaining only goes so far, and it irritates others along the way, diluting the message. To achieve any resolution we look to its root word, solution, and the leaders emerging have clearer voices: They are starting to articulate courses of definitive action beyond mere protest.

Realistically, you can only do your best work in one option at a time. [In Managing with Aloha we define ‘best work’ as the work of Ho‘ohana intention.]

When we speak of moving forward, and making progress from where you are to where you can be, I see the “Job of Any Merit” options as a kind of ladder you climb, where you can eventually skim the cream of Maslow’s Pyramid up at the top (achieving self-actualization; see the pyramid graphic below).

[In the archives: Consider reviewing Strengths, Values, and that Pyramid. I think Maslow’s “hierarchy of needs” is a helpful way of looking at this too, further framing the conversation with your specific strengths and values.]

Let’s say you have an idea. You want to develop that idea in your near future, for it could be the idea that will generate a new income stream for you:

Option 1 is included in your plan because you want an insider’s view of the industry your idea relates to. You want the ‘real job/real work’ learning which exists there now in the present day, versus the academic learning you’ve done in school, or via books and such. In other words, why reinvent the wheel when it’s a perfectly decent, good wheel now? — start with it as savvy foundation, then improve upon it. Make it relevant to your idea, and tap into the advantages of workplace culture, and the leverage of industry networks while you’re there. I wrote Business Thinking with Aloha for this person in particular, to give them a framework for putting their learning into, versus taking the scattershot/happenstance approach.

Intentional learning like this, whether from an industry-related job or by another means, helps you make important decisions about your future. You make those decisions based on a purpose which evolves (that purpose was probably driving your idea in the first place) but mostly because you have a steadily increasing bank of knowledge about it — you have more clarity. As we prefer saying in Managing with Aloha’s Alaka‘i style of managing, we don’t make decisions impulsively, we go about finding them: Can you see with your ears?

Turn intentional learning into a deliberate habit, and it becomes a skill of acquired wisdom: It is skills mastery at its finest.

You bring this skill with you as you proceed up the learning ladder toward options 2 or 3. As a reminder, option 2 was creating your own job – no employer or other middleman is necessary. Option 3 was creating better jobs and more jobs. Let’s slightly re-phrase those two options in terms of your idea:

Ideas are what will push you up the learning ladder, and up the pyramid of your own needs.

There might be several paths you can take while you evaluate the merits of option 2, which was creating your own jobs, or collection of jobs, via entrepreneurship, freelancing, novel partnerships or other means.

You sort out option 2 to develop additional income streams for yourself, each of which starts with another one of your ideas. “This one relates to outsourcing a service I can provide… this one relates to selling a product I’ve created” this one relates to a new relationship I’ve been cultivating with a possible partner”” etc. You begin to think about doing more creative work beyond anyone else’s definition of ‘job’ and in effect, you begin to break away from anyone else having to do it for you (that ‘middleman‘ I’ve referred to). In Managing with Aloha, this ongoing, lifetime sensibility with work creation, and with lifelong learning, is the value immersion of Ho‘ohana and ‘Imi ola.

As I’ve explained, you may be in the Option 3 effort for yourself at first — for your own job improvement, or to help your own team, department, division or company: You’ll radiate your efforts by building on your successes and increasing both your advantages and your leverage — much like the ripples in a pond, you widen your embrace of partnerships, because now you can. In Managing with Aloha this is the “Language of we” in Kākou, the teaming synergies of Lōkahi, and the community outreach of ‘Ohana and Mālama.

[If you are new to Talking Story, all those Hawaiian value indexes are listed in the right column of the blog.]

This learning ladder is our real Knowledge Economy

This ‘ladder of learning’ connected to the work we actively produce for income, is how I see the practical how-to sensibility of what many scholars, economists, anthropologists and assorted authors have called ‘the knowledge economy.’

YOUR knowledge leverages YOUR ideas too.

From Wikipedia:
The knowledge economy is a term that refers either to an economy of knowledge focused on the production and management of knowledge in the frame of economic constraints, or to a knowledge-based economy. In the second meaning, more frequently used, it refers to the use of knowledge technologies (such as knowledge engineering and knowledge management) to produce economic benefits as well as job creation. The essential difference is that in a knowledge economy, knowledge is a product, while in a knowledge-based economy, knowledge is a tool.

As a coach and a manager, I instinctively get drawn to that last phrase, that knowledge is a tool. Further, it’s a tool we all can have if only we choose to learn actively and not passively.

I’ve mentioned Richard Florida (as author of The Great Reset, my review is here), because I’ve been studying his economic views connected to the urban movement, wherein we work toward applying more ‘metro benefits’ to the suburban sprawl created before the housing crisis imploded, as we’re now realizing it would inevitably do — this study is currently on my own ladder of learning, relevant to an idea I have, which is connected to the work I do.

Florida is best known however, for his writing and speaking on the “creative class.” (Overview on his website.) He says that “this creative class is found in a variety of fields, from engineering to theater, biotech to education, architecture to small business” yet in his current writing he is expanding this more broadly. I think he runs into the same challenge I’d mentioned in regard to entrepreneurship: It’s far too easy for people to quickly say, “I’m not creative, that’s not me.”

As I see it, we’ve all got to dig deeper, give ourselves more credit, and understand just how creative we are, and can always be. Creativity plays out one idea at a time, and you do have ideas, I know you do.

Use the context of merit in worthwhile work to take your idea up the learning ladder. I hope this posting has helped you see your way forward.

Our big ideas don’t have to change the world.
They just have to move it along.
Expect more from your own energies.
— KÄ“ia lā ~ What Your Big Ideas Do Best

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