This is the third in our series that looks at leadership capacity and its impact on organizational growth. The full series will be available for download as a white paper once it is completed.

In our last article, we discussed the characteristics of transformational leadership that impact organizational growth. Now we want to investigate how to effectively assess a leader’s capacity to lead their company.

Rarely is a great leader born. Developing leadership capacity and the “must have” leadership characteristics does not happen by accident. Organizations cannot sit back and hope leaders develop.

Building leadership capacity is a process that starts with understanding the concept of leadership capacity, defining the expectations of leadership within your particular organization, and then building intentional, implementable steps that help leaders assess and develop their ability to be a leader.

Assessing your organizational leadership

Here are three techniques that will help you assess leadership capabilities as an initial step to developing future leaders within your organization:

1. Clarify organization leadership standards:

In order to develop the type of leaders you want in your organization, you first need to decide what a leader looks like in your organization — to define an organization wide standard for leadership. Take the time to develop and refine a leadership model that will lay out the skills, behavior and “must have” characteristics that are desired by the leaders within your organization.

Leadership standards will vary company by company and will need to address the specific needs and fit within your organizational culture. Since organizational culture is based on the leadership team, leaders need to take the following steps to define a standard for leadership:

• Assess your personal leadership style
• Ask other senior leaders to assess their personal leadership style
• Have the leaders in your company assess each other’s leadership style
• Define the most important leadership standards and characteristics you want to embed into your culture
• Work with other leaders to define the standard characteristics for leadership that best fits your company and its culture

2. Assess leaders against the standards:

Once you have a clear picture of what the ideal leader looks like, develop feedback channels to assess your leaders. Gathering feedback about the current performance of potential and current leaders will help companies assess the current state of individual leaders against the standard. Through the use of assessment tools, companies have the ability to monitor their leadership capacity — individually and collectively — to determine where gaps lie. Consider using some of these tools to garner feedback about your leaders:

• Self-assessment: Who knows better what is needed for a specific position then the person who is currently in the position. Provide individuals with the opportunity to perform a self-assessment to determine which skills and training they require to improve and develop as leaders.Consider developing feedback or self-assessment forms that leaders can fill out on a quarterly basis to ensure they are in tune with the company’s standards for leadership.
• Feedback channel: Provide employees with a feedback channel to solicit input and understand their perspective of your organizations leadership performance. Place the box in a high traffic area, or create a special email address for easy input. Make sure to encourage honest, constructive feedback and reward employees with effective and implementable ideas.
• Employee surveys: Polling employees is an effective way to get information about the leadership structure of your company. Gather input from all levels of the organization to get a holistic assessment of organizational leaders and their capacity to lead. Consider having a yearly company survey to assess the state of leadership within your company.
• Open channels of dialogue: Create an open line of dialogue for employees to talk with leaders about leadership capacity and its impact on organizational culture. Consider setting aside a block of time each week or month to allow brainstorming sessions or meetings related to leadership.
• 360 Degree Assessments: Solicit input from peers and subordinates in all formal assessment process. This ensures that each leader has a fully objective viewpoint of their strengths and areas for improvement as part of their personal growth and development. This is often the most honest and therefore the most useful of all assessments.

3. Develop a meaningful review process:

Many organizations have review processes in place — some similar to those mentioned above.

Unfortunately, for too many organizations, they are just another task that must be completed rather than seen as a valuable tool. In order for reviews to be a valuable activity, leaders need to take action based on the insights and implementable actions they discover during the review process.

Here are three review process ideas that leaders can implement:

• Leadership review process: Allow your employees to assess people that currently hold leadership positions. Turn the tables on leaders and allow employees to ask questions and provide open and honest opinions about where leaders are strong and need improvement. Leaders can set up this leadership assess in a number of ways:
  • Emailing a questionnaire to employees
  • The creation of an internal discussion board
  • Creating a leadership seminar
  • Having an internal leadership conference
  • Having a town hall meeting
• Project reviews: Once a project is complete, it should not be the last we hear of it. Review the performance and leadership capacity of the project lead and strategic initiatives through:
  • The development of a project review process or committee
  • Having the project lead/team assess their performance as a leader in addition to ways they could improve project inefficiencies
  • Don’t just focus on areas of improvement — make sure that you also highlight areas that went well — to ensure they are embedded into future initiatives
• Yearly performance reviews: Review the body of work of all the leaders within your organization. It is these insights that will help to set the strategic direction and lead to the continued growth of your organizations leadership capacity and development of a leadership culture. For the reviews:
  • Set up a review committee
  • Compare the defined company leadership to a leaders performance
  • Discuss leadership strengths and weaknesses with all leaders
  • Suggest areas to improve
  • Have leaders teach and discuss the leadership areas where they excel

Effective organizations have an internal structure in place to assess organizational leaders and determine their capacity to lead. It is this assessment process that identifies people who have the knowledge, skills, and potential to step up and take on a larger leadership role.

The next article in our leadership capacity series will build on these leadership assessment methods and examine how leaders can work to build a culture of leadership within their organization.

If you are like many businesses, you may have a couple poor employees — consistently under-performing.

Some would suggest that they need to be pruned in order for the business to remain healthy and grow. Philosophically I agree — however, before pruning ask yourself why they are under-performing. Here are a couple thoughts for consideration.

Is it because they are a round peg in a square hole. Do they have all the character elements but yet still aren’t successful in their role. Maybe you need to consider a change in role to one where some of their strengths may have the opportunity to shine.

I once had a team member who had all the character elements but just wasn’t succeeding in the marketing area. His attention to detail wasn’t strong, which was fundamental when proofing ads and hitting deadlines. So we moved him into a sales role where he had administrative support. Because of his character and personality, he quickly rose to become one of the top performers in that new role. If we had pruned too early, we would have lost a valuable asset and who knows what we would have gotten in return. If they have the right character — look for a win. Remember, most skills can be taught.

Or perhaps they made an error at a critical time. Maybe they failed to hit a deadline or blew a key initiative — resulting in a loss of confidence. The residual effect over time, is that fellow employees will see them as a weak link. Possibly you will too.

Ask yourself what it would take to rehabilitate that team member. Remember, at one time they were considered a valuable member of the team, but once they have fallen from grace, it may be too much for them to get back on track on their own.

What can you do as a leader to help lift them up? If they are worth saving, how could you help them become successful again. Maybe a special assignment that leverages their strengths. Maybe they just need a show of confidence from the key leader to help them over the hump and let others take notice of your faith. This doesn’t mean you lower your standards or expectations — maybe just a little personal coaching to get them over the rough spot.

My Perspective: Before you prune, make sure that is the best step.

The key thing to remember is that at one time virtually every employee was deemed to be a good fit — that’s why they were hired in the first place. So before you take the harsh step of pruning — look for the upside.

After all, if you spent time working to improve a high performer, you might get a little incremental improvement. However, if you can help a poor performer become a high performer — think of the positive impact on the organization and the time saved to find a new person to replace them.

Then if it still doesn’t work, when you prune you will know you have given them the best of yourself  personally — and that is a sign of a great leader.

Most of us have regularly scheduled meetings that were created to provide updates on something to someone. Initially they were intended to communicate, inform and move the business forward — but lately you have been wondering whether they are a valuable use of time. Some have degenerated into boring and unproductive time wasters — but they continue because they were once deemed important.

One of the main reasons standing meetings degenerate is that they become common place and people tend not to prepare for a standing meeting as much as for a specific meeting that has been called for a specific purpose.

My Perspective: Here are a few tips to get those standing meetings back on track.

1. Re-evaluate the purpose of the meeting. Is it inertia that has keep them going or is there still a purpose in getting together. If so, get clarity of the expected outcomes that are expected.
2. Make sure people have a specific role in the meeting. If they don’t — maybe they don’t need to be there and could use their time elsewhere to add more value. Too often we invite people  just to keep them “in the loop”. Look around the room and evaluate what value each person is adding and receiving for their attendance — and then pare back the invite list.
3. Insist that every meeting has specific topics for discussion that have been identified in advance — versus the  standard “update agenda”. Put the onus on attendees to commit in advance to the topic they will be sharing. Monotonous “updates” don’t do anyone much good.
4. Make sure action items are identified and summarized at the end of the meeting — then hold each other accountable for delivery. Too many meetings are “updates’ and never seem to generate any action. If no action is required, you have to wonder what the purpose was for the meeting.
5. Be prepared to cancel the meeting if there is no reason to meet. When people leave a meeting feeling they have wasted their time — they feel dis-respected and dis-engaged. However, if they know that real movement takes place — then they will arrive energized and engaged, ready to get something done.

Today, customers are no longer looking for great customer service — they want more. Today customers demand a great customer experience and will not settle for anything less.

It is no longer good enough for companies to provide good customers service — rather, companies need to create memorable interactions with customers that help establish a loyal relationship and promote brand advocacy.

Creating a memorable customer experience is based on the creation of an ideal experience that your customers would want to have throughout their relationship with your company. These interactions take place on a number of channels such as in person, over the phone, through email, and on social platforms such as Facebook and Twitter.

Successful customer experiences are scalable and can be managed consistently across multiple channels. Your customers experience must be unique. And, for it to be successful it needs to be clearly defined so that each one of your employees understands how to deliver the experience you want to create for your customers.

10 tips to improve your customer experience

Here are 10 ways that you can improve and refine your customer experience and improve your relationship with customers:

1. Make your customer experience clear: A great customer experience must be scalable across your company, consistent, and be easily understood and implemented by your employees. Have you defined the key elements that must be delivered to every customer? Review your customer experience documents and ask your employees if they understand what is expected of them.
2. Make your customer experience simple: If your customer experience is too complex, your employees will have difficulty delivering a consistent experience. Keep it simple. Do your employees understand what is expected of them? Are there too many rules? Consider relaxing the constraints on your employees so they can focus on creating an experience that creates a positive customer outcome rather than simply following a list of rules.
3. Define customer experience by channel: Customer experiences will vary by the channel that customers use to interact with your company. In person and online experiences are different and this needs to be reflected in how companies approach their customers on each channel.  Does your ideal customer experience vary by channel? If not, clearly outline the experience you want to create for each platform and point of interaction with your customers.
4. Address the emotional need: The focus of customer experience management needs to be on addressing your customer’s emotional need. Do you understand your customer’s emotional needs? What are you doing to ensure their emotional need is addressed?
5. Make sure all levels of your organization are involved: Creating a truly great customer experience is a company wide effort. There needs to be a consistent experience across the board. Does your company have an internal feedback process in place? How do you know your customers experience is consistent? Implement a regular review process and collect feedback about the customer experience.
6. Get your employees to buy in: If your employees do not buy in, your customers experience will suffer. If employees are not buying in, it is often a sign that your customer experience is too complex, or worse, isn’t relevant to the customer. What are you doing to ensure that your employees are buying in and creating the experience your customers want?
7. Talk to your customers: Ask your customers what they want. Be direct — ask them what your company can do to improve their experience. These conversations will help to build relationships. What can you do to better understand your customer’s emotional need? Create feedback channels that will help you capture and respond to your customer’s emotional needs.
8. Test your customer experience: Before launching any new customer experience initiatives, ask some of your customers to test drive your approach and provide feedback. You will be surprised what you will learn and uncover some of the oversights that you have missed. Plus you’ll avoid the expense of a false start that doesn’t really resonate with customers.
9. Narrow your focus: If you do not understand your ideal customer, then the experience you have created for them will be off target. Who are your customers? Do you have an ideal customer profile? What do your customers want to get out of their interaction and relationship with your company? Offer incentives to customers to get their opinion through surveys and focus groups.
10. Measure the experience: Measure, measure, measure. If you do not have the tools in place to measure your customer’s experience, then you will not have the ability to refine the experience and gain new insights. What tools are you using to measure your customers experience? Develop a system to measure your customer’s experience.

Creating a highly engaging customer experience will lead to better relationships with customers that will not only generate consistent income, but also develop brand advocates out of current customers that will help generate a new stream of business.

Recently I was working with a client and was reminded just how destructive email can be when used incorrectly.

Like many companies, their standard form of communication is email. They are spread across Canada and internationally. People work together who never meet, and the default form of communication for all issues is email.

The problem is that people will often say things by email they would never say to your face. People use email to avoid dealing with conflict — it’s easier to fire off an email than deal with the issue head-on. Plus, there is always a record — the ultimate “cover your ass”.

Too often emails don’t get at the substance of the issue — or important elements do not get addressed because they rightly should not be put on paper. Words on paper can often be misunderstood by the recipient, causing escalation when none is needed.

My Perspective: Leaders build rapport based on emotional connections. If you really want to build relationships — you won’t do it unless you create an emotional connection with people — and that requires individualized interactions.

Here are a few thoughts to keep in mind the next time you think about sending an email when a phone call might work better.

1. When you speak to someone personally, you have the opportunity to build rapport with your colleagues. The emotional context of the conversation is much easier to communicate. Too often the tone of an email is misunderstood. On the phone you have the modulation of your voice and it’s easier to communicate the feelings behind the words.
2. The phone allows you to listen and build on their contribution more efficiently.
3. If you misspeak, you have the opportunity to immediately address the situation. It doesn’t create an opportunity for the recipient to fester and contemplate their response. Although email does offer time for reflection, it too often is used to launch a counter-attack.
4. Email prolongs discussion. I am sure we have all experienced entire conversations played out via email, with the entire company copied, looking for input from anyone and listening to no one.
5. It’s not always what you say, but how you say it. Electronic communication removes the emotion and personality and we are left with the stark words. This is especially problematic when people are trying to resolve problems or communicate the subtleties of thought or emotion.

I agree that email has an important role in communicating — as do Twitter, LinkedIn, Facebook and a host of other electronic channels. They have fundamentally changed how we communicate. They may deepen and broaden and existing relationship — but they cannot, on their own, create a deep relationship with a real emotional connection.

The digital channels cannot replace the live emotional connection we can create face to face or on the phone. That’s hard to replicate electronically.

Often if you ask a colleague who is having some difficulties with another colleague if they have picked up the phone — too often the response is “no”.

So the next time you are preparing to dash off an email — ask yourself, could this situation be better served through a phone call (or even a face to face). Then pick up the phone and build a relationship.