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How Leaders Lead and Effect Change Presented by: Mia Melanson Performance Consulting 508.650.0770 mia@performance- consulting.com ©Performance Consulting 2005

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How Leaders Lead and Effect Change

Presented by: Mia Melanson Performance Consulting 508.650.0770 [email protected]

©Performance Consulting 2005

Leaders, Managers, and ChangeAgenda & Fundamental Questions

How are leaders and managers different?How do leaders lead?What is the new vision, and strategy to

achieve the vision/change? How is it articulated?

Case study #1 Case study #2How is change received and accommodated?Essential steps for effective change

Management versus Leadership

Exercise:1. Define leadership2. In groups of 5-7, identify your

activities in your role as help desk manager or

supervisor. Which are leadership activities, which are management activities?

Leadership

Effective leaders:Challenge the process; they are innovators Inspire a shared vision; they focus on goalsEnable others to act; they are team buildersModel the way; they walk the talkEncourage the heart with visible signs of

support; they are advocates for their teams

Leadership versus Management

Leaders: Innovate Ask what and why Do the right thing Are not afraid to engage

conflict and work through it to accomplish change

Initiate transformations, endings, transitions, new beginnings

Managers: Implement Ask how and when Do things right View conflict as

counter-productive and prefer cooperation to accomplish procedures

Maintain order, consistency, harmony

Leadership Styles

CoerciveAuthoritativeAffiliativeDemocraticPacesettingCoaching

Coercive Leadership

Style AttributesModus operandi

Competencies

Situation to be effective

Overall impact

Demands immediate compliance

Drive to achieve, self-

control, initiative Crisis, turnaround, w/

problem employees Negative

Authoritative Leadership

Style AttributesModus operandi

Competencies

Situation to be effective

Overall impact

Mobilizes people toward a vision

Empathy, change catalyst, confidence

When clear direction is needed, new vision needed

Most strongly positive

Affiliative Leadership

Style AttributesModus operandi

Competencies

Situation to be effective

Overall impact

Creates harmony, emotional bonds

Communication, empathy, relationships

Healing rifts in a team, motivating in stressful circumstances

Positive

Democratic Leadership

Style AttributesModus operandi

Competencies

Situation to be effective

Overall impact

Forges consensus through participation

Collaboration, team leadership, communication

Getting input input from valued employees, building buy-in

Positive

Pacesetting Leadership

Style AttributesModus operandi

Competencies

Situation to be effective

Overall impact

Sets high standards for performance

Drive to achieve, initiative, conscientiousness

Getting results from a highly motivated and competent team

Negative

Coaching Style of Leadership

Style AttributesModus operandi

Competencies

Situation to be effective

Overall impact

Develops people for the future

Empathy, self-awareness, developing others

Helping an employee improve performance, developing long-term relationships

Positive

Change Strategy Articulation

Essential Processes

Critical Metrics

Strategic Objectives

Vision, Mission, Values

Articulating Change

Exercise:1. Describe an organizational change that

you’ve experienced.2. In your groups, share your experiences.

Then choose one scenario and write the key details that were or should have been articulated: vision, mission, values; strategic objectives; critical processes; metrics; new roles and responsibilities

Sample Strategy Map (©North Highland Co.)

VitalMeasures

Customer Satisfaction Index

Employee Satisfaction

% Revenue GrowthOn-time General Product Release

Time-to-Market for New Business Units

% Revenue from New Business Units

CriticalProcesses

• Manage the installation process• Respond to customer• Communicate with customer• Provide products• Set, manage, & document

customer expectations and desires

• Develop business plan• Identify and develop

partnerships/alliances• Educate employees on doing

business internationally• Develop local comp.

presence• Multi-lingual workforce

• Attract and hire• Train and develop• Evaluate, recognize, &

reward• Integrated communications

• Monitor and evaluate key products and services performance

• Market and sell

• Product development & business plan process

• Product life cycle management

• Build thru installation process

• Revision, warranty, maintenance, & service

• Develop services business plan

• Acquire knowledge resources to develop services

• Continuous education and training

MarketDifferentiators Our People

Call Handling Capabilities

Online SupportCustomer Service

OrientationService Recovery

Drivers Mission“We are a global, customer-focused sales and service team. We

handle more customers than any other - in the world and strive to deliver: consistent, quality customer care , proactive and innovative

services, enhanced service recovery, and increased revenue, through technology and informed, empowered employees.”

StrategicObjectives

Achieve an unparalleled level

of customer satisfaction

Develop a diverse and high-quality

workforce

Develop and deliver innovative

technology solutions

Increase revenue and profitability

Serve as consultant on how to best support

products and partners

Maintain and promote a safe

work environment

Vision“We will be the global industry leader in sales and service by valuing our

customers and employees and shareholders.”

Values• Value Employees, Customers and

Shareholders• Honesty, Integrity and Respect• Inclusive, High-Performing Team Culture• Safety• Creating a Great Place to Work

Change Program for Improved Customer Care

Company BackgroundAudio systems firm established in the

1960’sComplex, technical productsResearch-driven company Intention to provide “one call does it all”

supportTwo support groups merged Preferred employer in region

Change Program for Improved Customer Care

Objectives Improve service levels through reducing

transfers Make available more knowledgeable staff

at first contactMore efficiently utilize support personnelProvide career path within customer

supportUtilize supervisor/peer coach model

Change Program for Improved Customer Care

Implementation 18 month roll-out beginning with formal

presentation of strategy with follow-up meetings Objectives & benefits clearly stated & publicized Definition of roles & responsibilities, job

descriptions, specific examples Hiring profile defined, 13 new hires Transition program implemented: train, train….

Change Program for Improved Customer Care

Metrics Customer feedback/satisfaction survey Team acknowledgement of success Improved morale, professionalism, knowledge

Success Factors Multi-level product & technical support

specialist positions with identified objectives Recognition program encouraging performance Ongoing training & coaching

Hindsight is 20/20

Additional InitiativesMore effective coaching to assist with

individual transitionMore aggressive employee termination /

relocation planLonger roll-out planKey understanding that management and

employees view change differentlyAll in all, change initiative was successful

Situational Leadership:Enabling Others to Act

DirectingCoachingSupportingDelegating

Situational Leadership:Enabling Others to Act

Directing Low competence High motivation New hire

Leader:sets goals identifies rolesprovides specific

direction

Coaching Higher competence Lower motivation Relatively new

employee - new task

Leader:sets goals, plansconsults with team

member for ideas

Situational Leadership:Enabling Others to Act

Supporting High competence Needs encouragement Experienced analyst

Leader: Collaborates with team

member to set goals Team member defines

how Shared decision-making

Delegating High competence High motivation Team lead

Leader: Collaborates with team

member to set goals Team member is

empowered to act, requests resources. input

Steps for Effectively Implementing Change

Analyze your current business situation, identify the need for change and why

Create a sense of urgencyAssemble a leadership teamEstablish a new vision and missionDevelop strategies to achieve the visionClearly communicate the vision, objectives

and strategies to achieve them, use maps - visuals

Steps for Effectively Implementing Change

Redefine roles and responsibilitiesGarner or provide necessary resourcesTrain, train, train - enabling many to

implementAllow just enough time for successPublicize and celebrate short-term winsEvaluate at appropriate intervalsRedesign as necessary

Adopting to Change

Innovators Early Majority Laggards

Early Adopters Late Majority

Accommodating Changeshock

denial &isolation

bargaining

anger

guilt &remorse

depression

panic resignation tosituation

acceptance ofreality

building

Accommodationenvision growthnew opportunities

Change versus Transition

Change is an event that is situational and external to us

Transition is the experience of the gradual, psychological reorientation process that happens inside of us

Endings - disengage from “what was”Neutral Zone - confusion, in-between stateNew Beginnings - familiar with “what will

be”, acceptance of new reality

Helping with Transition

Remember: Each team member handles transition

differently Be visible in offering assistance Communicate early and often, group, one-

on-one, publications Ask for feedback Focus on success Reward success

How Leaders Lead and Effect Change

Presented by: Mia Melanson Performance Consulting 508.650.0770 [email protected]

©Performance Consulting 2005