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.

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.

On the surface that doesn’t make sense — but the manner in which they dealt with the situation demonstrated the character of their company and their commitment to service. You can see their communication here.

My Perspective: SurveyGizmo did number of things right. Here are a few that jumped out in no particular order. Let me know if you see more.

1. They communicated quickly and honestly. I didn’t even know there was a problem, but yet they communicated the issue to everyone and didn’t try to hide the problem.
2. They were transparent and thorough in their explanation. I have a complete understanding in practical terms what happened and why.
3. They shared a solution to avoid the issue in the future. I have confidence that this issue won’t happen again.
4. They accepted full responsibility for the issue and didn’t try to shift the blame elsewhere.
5. The message was from the CEO and they offered a number where you could call for more answers.
6. They identified any lingering issues and what they were doing to resolve them.
7. They offered workable, alternative solutions to customers to address the problem until everything was resolved.
8. They made me feel like I was an insider.

Overall, they convinced me by their actions that they are committed to supporting my efforts no matter what happens. They will be there for me when I need their service.

So rather than being upset about this issue — I now have a stronger, more trusting relationship with SurveyGizmo than I had before.

Do your service recovery initiatives do as well? If not, have a look at how you handle issues and discover how you can turn adversity into opportunity.

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.

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.

So I went to my dealership and had them look at the front end — and they also indicated that everything was fine. However, they suggested that the new rear tires might be the issue.

So back I went to the tire store, explained the situation and was pleasantly surprised by their response.

First they indicated that sometimes the match of tires with cars doesn’t always work — who knew? Possibly the tires they had recommended were not a good match for my vehicle — although they were an excellent tire.

Secondly, they indicated that they would install a different, more expensive, tire they felt might be a better match.

Third, they refused to accept any money for the new, more expensive, tires — even after I insisted that I should pay for the difference. They felt the inconvenience of having to return a couple times had already cost me enough.

My Perspective: I felt that the tire shop had gone above and beyond in looking after me. They could easily have told me I owed the difference between my original purchase and the new tires. Instead they choose to put my interests ahead of their own — and created a positive obligation.

The made me feel like it was important to them that I got the right tires for my car — making me feel like I was a friend versus just another customer.

The world is based on reciprocity and they created a positive imbalance based on the excellent customer experience which I wanted to balance by telling my friends about the great service

What are you doing to create a positive imbalance with your customers — so they feel a positive obligation to tell their friends about your exceptional customer experience?

I arrived 15 minutes early due to favourable traffic conditions — so I checked for a reservation (there was none) and asked to be seated.

About 12:10 I was a bit concerned. My client is very punctual, so my first thought was not that they were running late — but had they arrived and we had missed each other.

A quick tour of the restaurant proved me right. She was sitting at another area of the restaurant wondering the same thing. I am also habitually punctual and always call when delayed.

By the time we connected and were re-seated it was now after 12:15. Both had afternoon commitments.

The Manager came by to apologize and when the bill came, the entire lunch was complementary due to the aggravation and inconvenience.

So how did the restaurant do? Did they put the customer first? Did they create a “Woo Hoo” experience?

My Perspective: As you might guess, I feel they missed some opportunities.

Obviously there were some issues at the front desk that need to be addressed, but that is not what I want to talk about. I’d like to think about the end result — a free lunch. I should mention it was a simple meal with no alcohol, so the cost was not significant — approx $30.00.

I think the Manager gave too much away. Rather than giving us a free lunch, a significant discount would have been fine. That would have shown they appreciated the situation they had created yet they could still have made some revenue. But even that point is debatable.

The real loss was not providing us with an incentive to return and experience the type of service they were capable to providing.

They should have given us each a coupon/certificate of some kind for a discount or free appetizer with a comment something like this;

“I apologize that today we failed in our promise of an exceptional experience. In addition to the discount to address our failure today, I would like to give you each a coupon to entice you to come back again and give us the opportunity to demonstrate the exceptional service we are known for.”

With the discount we were very pleased, but had no compelling reason to return. They fixed our current problem — but weren’t thinking about the future.

With the coupon, the restaurant had now created a reason to choose their restaurant above another. They had made a commitment to do better and had created some positive pressure to get us to return to see if they were up to the challenge.

So when you are dealing with a recovery — are you just looking to correct the current situation? Or do you have an intentional plan to create a positive reason for the customer to return to your location and give you another opportunity to demonstrate that you deserve their business.

Make sure you don’t leave any lost opportunity on the table.

Captain Chesley “Sully” Sullivan might not look like the typical corporate leader, but the skills he demonstrated that day provide a key lesson for all leaders.

Imagine, you were Captain Sullivan, when you recognized that you were in serious trouble over one of the most populated areas in the world. What questions might have been running through your mind?

• How many lives are at stake? The families that would be affected.
• How will my family be affected?
• How can this be happening to me? I can’t believe that a flock of birds has taken out my entire engine system?
• When do we land? Which airport?
• What are the rest of the crew doing? Are they looking after the passengers?
• What am I going to do? Can I do what needs to be done? Was I trained for this?
• How fast? How slow? What rate of descent? Nose up or down?
• What happens if I screw up and everyone dies?

The list is virtually endless.

But Captain Sullivan was able to successfully ditch the plane and everyone survived. In under 3 minutes — the time between the bird strike and the landing — Captain Sullivan needed to process an untold number of variables and outside influences and make the decisions that ultimately saved lives.

That’s leadership.

My Perspective: When we are faced with a leadership decision, it is imperative that we focus on the issues that are critical and block out the noise that is constantly crashing the decision-making process.

Captain Sullivan made very few critical decisions that day. He quickly evaluated and decided which option to pursue for landing. He focused on the key issues that were his responsibility for landing the plane. And he cleared everything else from his mind so he could focus on the decisions that were critical.

How often do we as leaders get so caught up in the non-essential chatter that surrounds decision-making that we get distracted from the core elements that we must focus on.

Captain Sullivan was calm, clear and focused on his task.

Blocking out the noise can only happen when we have clarity on what we stand for and where we are going as an organization. The tough decisions of leadership can only be made when we have clarity around our values and the purpose of the organization.

Leaders need to develop the ability to filter out the chatter and focus on the critical elements.

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.

In our last article, we discussed how leadership impacts your organizations ability to grow. Now let’s discuss some of the characteristics that leaders need to impact the growth of their organization.

There are certain core characteristics the majority of leaders possess. However, there are also an additional set of characteristics that define transformational leaders — leaders that have the ability to make an impact on organizational growth.

It is an organizations ability to develop this next level of leadership capabilities through training programs, mentoring, and skill development programs that put organizations in the enviable position to grow year over year without experiencing dips in performance.

Core leadership characteristics

There are certain leadership characteristics that, while important, do not inspire organizational change and growth that help companies develop into innovative, consistent industry leaders.

Examples of these core leadership characteristics include:

• Good judgment
• Communication skills
• Competence or knowledge
• Interpersonal skills
• Confidence

We hear about these leadership characteristics all the time and in many different contexts. While they are very important for leaders to have, there is another level of leadership characteristics that are “must haves” for transformational leaders. These are the leadership characteristics that make an impact and spur growth.

Transformational Leadership characteristics that impact organizational growth

In order to put your organization in a position to grow effectively and on a consistent basis, leaders with the following characteristics not only make them an effective leader — but also a transformational leader:

1. Internal motivation and self-management: Transformational leaders find motivation from within and use that as the driving force to effectively manage the direction of the company. The best natural form of motivation is to love what you do and ensure that your values are aligned with the organization you work with.
2. The ability to make difficult decisions: Difficult decisions are a part of being a leader. Transformational leaders do not back away or put off tough decisions. Difficult decisions are made easier when decisions align with clearly defined vision, values, goals, and objectives.
3. Check their ego: When placed in a position of power, it is easy to let your ego get the best of you. However, transformational leaders keep their ego in check and do not let it get in the way of doing what is best for business. The benefit of checking your ego ensures you put the company first over personal gain and encourages the best input from others within the organization — because when the company succeeds, you as a leader also succeed.
4. Willing to take the right risks: Anyone can take a risk. Transformational leaders take calculated risks that more often than not result in positive outcomes. Trusting your instinct, as well as your team to gather the necessary intelligence is important. Trusting your gut is easier when you have taken the time to research, evaluate and inform your decisions with input from those around you. Failure to take the appropriate risks and make these difficult decisions will inhibit change and your ability to grow.
5. Organizational consciousness: Transformational leaders share the collective conscious of their organization. They understand what actions to take to evoke change, spur innovation, and make decisions that will create growth. Since their own values are aligned with the organization they share a joint purpose with the organization and do not just view their position in the company as just a job.
6. Adaptability: Transformational leaders are willing to adapt and are always seeking new ways to respond to a constantly changing business environment. They know that the second they stand still is when they will be passed by their competitors; which means they are open-minded to change and lifelong learners.
7. Willing to listen and entertain new ideas: It is a rare individual who can build an empire. Transformational leaders understand that success is a team effort and growth is derived from the willingness to be open and listen to ideas from all levels of their organization. Transformational leaders create intentional ways to listen to their team and incorporate their insights.
8. Inspirational: People want to be inspired. Transformational leaders have the ability to make those around rise to the occasion. Inspiration comes not just from a formal motivational speech or simple recognition for a job well done, but by treating people as individuals and taking the time to understand what motivates and inspires their team.
9. Proactive: Transformational leaders are proactive decision makers. They do not wait around for others to make decisions and then react. They are willing to take risks, try new things and take an innovative approach to growing the organization. However, they also understand how to manage risk and make decisions that are backed by research, multiple insights and are well thought out.
10. Visionary: Being a visionary is about setting a realistic and concise company mission, vision, and values that fit the culture of your organization. Transformational leaders have the ability not only to effectively communicate the vision, but also get every person to buy in and work toward that vision by communicating with passion and clearly emphasizing the direction they want the company to pursue.

Transformational leaders constantly strive to have these characteristics. Developing these characteristics is what separates companies that are led by managers versus leaders.

The next article will build on these must have characteristics and examine how leaders can assess organizational leadership to improve their companies’ ability to grow.