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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.

Reinvention, Tradition, and Circle of Influence.

March 28, 2005 by Rosa Say

There is a firestorm going on with the Carnival of the Capitalists today.

I’d clicked over to pick up the new link for the week for our Ho‘ohana Community Online listing (what I’m talking about is here) and read this:

Welcome to this week’s Carnival of the Capitalists, which is my privilege to host for the second time.

I’ve just come back from a week’s skiing in Austria to find over 50 excellent entries in the carnival’s mail box. While I’ve duly read and mulled over each of them, I can’t help thinking that it’s a daunting task for you, the reader, to give all these great bloggers the attention they deserve in one mega-session.

So I’ve unilaterally decided to break with tradition slightly and publish one batch today and another on Wednesday. Sorry if you hate the idea, but if I’ve made your life a little easier, I’m pleased. Either way, leave a comment below or drop me an email (russell AT mobhappy DOT com) and let me know what you think, so other hosts can take board your feedback.

Well, so far the more vocal customers are not happy with Russell’s break from tradition. You can click over there and read the comment string: There are some lessons in customer focus and marketing to be learned there. This week’s Carnival of the Capitalists.

I’m pointing it out to you because while Russell may have had very good intent with his decision, one’s circle of influence is something we who wish to reinvent must be aware of, and be realistic about. There is so much we can all do within our own Kuleana first: Start there, and do it well so that you will have a grand stage from which to launch your future efforts as your circle of influence grows with each success.

In our Reinvention Forum, Wayne had talked about involving everyone concerned in reinvention decisions, and his article is well worth another read when framed in this real-time case study over at Russell’s Mobile Technology Weblog.
Wayne Hurlbert on Reinvention: Whole Business Marketing.

There are two different customers involved here, the authors who submit their articles each week, and those who read them (which includes many in the first group as well.) Let’s think about this:

What kind of reinvention could Russell have done instead that would make the Carnival fresh this week, but not break from tradition in such an alarming way for so many? What do you think?

Related posts:
Working within your Circle of Influence.
The Reinvention Forum Index.
I’ve written about the Carnival two other times:

Carnival of the Capitalists.
So far, I subscribed to 3 new blogs this morning.

Tags: Reinvention. Tradition. Customer Focus. Circle of Influence.

Working within your circle of influence.

March 13, 2005 by Rosa Say

Earlier today Dave asked me a question within the comments of my Don’t let Reinvention intimidate you post. I started to answer Dave there, but this is too important, and I’d like to share it with all of you who may be reading.

This was Dave’s comment:

Aloha Rosa,

I have this friend, lets call him Bob. Bob works for a national company that has around one-hundred locations throughout the USA. At his location, Bob answers to a general manager. On more than one occasion this gm has clenched his fists, scrunched his face and declared to no one in particular (but making sure plenty are around)…how much he hates change.

The gm answers to a regional vp who answers to two or three more people before getting to the president. This lap-dog crowd dances to the hypnotic hysteria of Wall Street flute players. Consequently the gm is in heaven, for the corporate lap-dogs have taken their eye off the ball and blindly stare at the scoreboard in centerfield – the one that pulsates their name in harmony with the flute players from Mars.

Oh, the corporate lap-dogs realize change is necessary. So they fiddle with the corporate logo or they change a national vendor or they suddlenly get the desire to become warm, fuzzy and ethical – right about the time the Sarbanes-Oxley train pulls into town. This means nothing to Bob. Bob knows change must come at the company’s point of delivery – where customer meets employee.

Maybe Bob has chosen the wrong job. Problem is, while most of his industry doesn’t have to answer to Wall Street, they still refuse (or do not possess the competency) to address the true point of delivery.

So Bob can have it all going. He knows his strengths, he always tries to do the right thing and he is connected with his personal values. Heck, Bob even told me something must be wrong with him – because that is what the gurus tell him. They say when one believes the problem lies outside of their selves, it is best to introspect because the problem must really lie within.

Actually, I have directed Bob towards The 8th Habit, because I believe it addresses this very problem. Problem is Bob says a lot of these authors live in a fairy tale world. They are not out there living the agonizing career life that he is.

I don’t know Rosa. What about Bob?

Aloha Dave,

Just from what you’ve written here, I don’t think that Bob can truly “have it all going.” The biggest clue is that he’s frustrated and not happy.

-“He knows his strengths” — does he work within them, every single day, to produce something he feels is worthwhile? There’s some truth to that “ignorance is bliss” adage, for the worse kind of frustration is when you know what your strengths are, but you also realize (or feel in your gut) that you aren’t using them, or you are using them, but not for the right purpose.

-“He always tries to do the right thing” — trying is not necessarily doing, is it.

-“He is connected with his personal values” — and are those personal values in alignment with those of the company? That’s the critical connection, and it does sound like that’s what’s missing.

This sentence you wrote concerns me for Bob’s sake:

“Bob even told me something must be wrong with him – because that is what the gurus tell him. They say when one believes the problem lies outside of their selves, it is best to introspect because the problem must really lie within.”

I hope he stops listening to those “gurus” whoever they are, because that goes back to the old (and spirit-damaging) X Theory that people are basically the problem and need to be fixed. On the contrary, I believe that Bob is the solution, and that he has what it takes.

Like Bob, I don’t care for authors or gurus who present solutions that are not in the context of the “real world.” However there are universal, historically-proven principles (like values, and I believe, the Gallup strengths management revolution) that don’t change, and yet we keep fighting them.

The gurus, authors, mentors and coaches that have helped me personally in my own struggles as a manager, are those who got me to change my own thinking — they were catalysts, but ultimately the answer I was looking for came from me, and were based in my own experiences. That is always my goal in my coaching, and why I ask people to please not introduce me as a consultant: I don’t work with you to give you an answer, otherwise you’ll need me around forever. My goal is to help you grow in your own, very self-enabling, intuitively correct thinking: I coach managers to get better at finding their own answers, and then being brave enough to take action on them.

I have not read The 8th Habit yet, and you need to clue me into why you feel this is a possible answer for Bob. However another Coveyism comes to mind for me: Covey talks about the “circle of influence” we all have, and that’s a concept that helps me put things in context for the managers I coach who are like Bob. It’s hard to effect change on things that are outside our circle of influence. However when we work within it first, and we are able to effect good change there, we achieve a momentum that helps us enlarge our circle. Said another way, the circle grows with our own capacity for handling more.

In my Hawaiian values jargon — it’s frustrating, hard, and unrealistic to expect you can effect change (or any reinvention) that’s simply not your Kuleana – yet. The size and “location” of your circle of influence is determined by your Ho‘ohana.

I’ve found that this circle of influence has been a helpful way for many managers to determine if they are in the right job or not, because it is possible in the short term, to be in the right circle of influence for you in the wrong company: Your strengths are used, and your values are not compromised because you are effective. You aren’t on Wall Street, but you are at that customer point of delivery, and the customer is the real boss. We see this happen all the time: that a certain store or department location does things right while they are under the radar, and then suddenly corporate office sits up and takes notice because profits are flowing. That’s what business is supposed to do; make a profit.

On a much smaller scale, think of a waitress in a neighborhood restaurant who works there because she knows the food is good and priced well. She loves her customers, serves them well and thoroughly enjoys doing so. Now her restaurant is actually part of a much larger, national chain, but as far as she’s concerned, that well priced, good food is coming from that one kitchen and nowhere else. She loves the people she works with, and she feels they are all working together to make the restaurant both successful and a good place to work. She is thriving in her circle of influence.

When you are effective you feel you are challenged and growing to meet that challenge. As your circle grows — and if you have been effective within it, it will — you will be able to effect the reinvention you want to tackle that was previously outside the circle. If not, that’s when it’s time to move on. And it’s a move that won’t be that difficult, because the reason that old circle got too confining for you is that you outgrew it. You now have quality experiences and hence have created a proven track record all prospective employers will look for.

Growing your circle of influence does not necessarily equate to taking a promotion or getting into management: it means developing your own strengths from grade a usage, to grade b usage, then grade c usage, and so forth. Let’s go back to that waitress:

She is Mea Ho‘okipa, and her key strengths are that she is a Relator and an Achiever. Her customers come back repeatedly and she can handle a good many of them at the same time (the restaurant is full, and makes money) and they tip her well (and so does she). The worse possible thing that can happen here is that she gets promoted to floor supervisor and stops serving them directly.

If this sounds as simple as “right place, right time,” it is. The hard part is always coming to terms with what you perceive is “right,” and that brings us back to values.

God forbid that I become one of those authors living “in a fairy tale world” so please continue to challenge me if you feel I’ve somehow missed the boat on this. I know many heads were nodding out there in reading your story, and the very reason I have chosen coaching is because it is largely a one-on-one practice, where I can help guide a manager through his or her own minefield until they feel confident enough to do it without me. My last word of encouragement to you Dave, would be to continue coaching Bob if you feel you can and you want to: sounds like he may already have chosen you, for he’s trusted you with the sincerity and truth of what he faces.

Does Bob like to read? Until I can write my own one day :-) there is another book I can recommend to managers and leaders who might want to consider how coaching works, but want to test the waters themselves first in a more affordable way. It’s called Your Coach [In a Book] and it was written by Robert Hargrove, the author of Masterful Coaching, and Michael Renaud. I found it was very insightful and helpful, and it employs story after story about those real-world decisions, bothersome issues, and dilemmas managers and leaders face.

Coaching FAQ is here.
MWA Book Excerpt on Ho‘ohana.

Mahalo nui Dave for posing the questions for us to talk story on.

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