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How Working Flat Saved a Life

Robert, a large, muscular man in his sixties, arrived for a routine checkup at his dentist’s office in downtown Toronto. Robert had always preferred an 8:00 a.m. appointment and was never late. And he always looked healthy and full of energy when he walked into the waiting room and greeted Donna, the office’s longtime receptionist.

 

But when Donna saw him that morning, something didn’t feel right to her. His face was red, and he was sweating. She sat him down and asked if he was okay. “Yeah, I’m fine,” he told her. “I just didn’t sleep well. I had indigestion. And my back hurts a little.” He had looked up his symptoms online, but he didn’t want to bother his doctor.

 

It sounded innocent enough, but Donna had a strange feeling that something was amiss. Though the dentist, Dr. Richard Speers, was in the middle of performing a procedure on another patient, she went in to see him. “Dick, Robert is here, and something just doesn’t feel right to me. Can you come out and take a look at him?”

 

“I’m really busy right now,” Speers replied.

 

“I really think you should see him,” Donna insisted. “Something isn’t right.”

 

– From Meltdown, by András Tilcsik and I (Penguin Press 2018)

 

 

“Something isn’t right.”

 

That phrase saved Robert’s life that day, but what if the work culture at the dental practice had been different?

 

What would have happened if Dr. Speers had continued to ignore Donna on the basis of her being a receptionist rather than a medical professional? What if Donna had second-guessed herself when Dr. Speers told her how busy he was? What if Donna felt too psychologically unsafe at work to mention her concerns at all?

 

And what can we learn from this as we think about our own businesses?

 

Today I’m going to talk about working flat, an approach to leadership that will help you create an empowered, cohesive team that drives better results with less stress and burden on you. As a result, you’ll be able to lead with less frustration and move forward with ease.

 

I’ve seen how transformative this approach has been for both big teams at global companies and functional leaders at professional services firms.

 

What is Working Flat?

 

Working flat is the concept of structuring a team with as little hierarchy as possible to promote psychological safety, open communication among all team members, and transparency regarding decisions, experiments, and errors. Working flat calls on the team to collaborate and remain engaged in their process so they can do their best work.

 

This isn’t a call for anarchy, there are still chief decision-makers in a flat system, they are just more accessible to the rest of the team and more open to advice and suggestions from people involved in all parts of a process.

 

Working flat tills the soil so that good ideas can emerge and take root.

 

The imperative to work flat on complex problems is based on the notion that a great deal of knowledge and experience are distributed through a team. You never know where the next good idea will come from. Beyond that, working flat is about the belief that complex problems are too wicked and fast-moving to be solved by siloed expertise.

 

Modern leadership involves a shift toward co-creation and away from bringing individual solutions. This is important because it can help us “take the pressure off” and re-frame our work as creating the context for success rather than needing to do everything ourselves.

 

Flattening Your System

 

If you’re reading this and recognizing the need to adopt more flat practices in your business, here are a few easy ways to start shifting:

 

Provide rich context—​Listening to the perspectives of your team members and sharing your perspective with them are crucial elements of getting them to buy into your plans. As organizations scale, it becomes harder to assure that information is being effectively cascaded across departments and teams. Sharing your context makes it easier to work with resistance and enroll others in your vision. Be transparent with your teams; make sure they understand the goals of the organization and what is being asked of them. If there is a big change being implemented and it is being met with resistance, take note of what your people are concerned about and why they are concerned, then address those concerns.

 

Have your team go to the work—​Going to the Genba, also known as “Management By Flying Around,” is a practice used by Toyota and other companies to keep leaders aware of the differences between how they imagine the work and how it actually gets done. It means going to the places where the dirty work happens, walking around and observing what’s going on, listening to what people are talking about, and building relationships with other teams.

 

Get on the same page—​Learn which objectives are most important to your boss. Ask them: “What are your objectives here?” or “What are you hoping to get from the projects that are on our team’s plate? Find out what your boss cares about so you can get on the same page.

 

Ask questions instead of giving answers—People will come to you for answers and it will be tempting to try to give them one, even if you aren’t really sure what to do yet. ​Resist the urge to come up with an answer for them. Instead, ask questions. Be curious and open-ended; make it safe to experiment.

 

Don’t require bravery for people to speak up—​Creating a psychologically safe team that feels comfortable sharing their thoughts with upper management takes a lot of work, but it can really pay off in the long run. Organizations that cultivate a culture of curiosity are more likely to have team members who are willing to say something when they notice a problem, make a mistake, or think of a better way of doing things.

 

That said, there’s no need to rush your teams into uncomfortable conflicts. Working flat is a shift. Don’t start by requiring junior members to challenge senior people or old dogma. Demonstrate the kind of culture you want to see. Start building trust and demonstrating your own vulnerability by admitting you don’t know the answers either, and by asking open-ended questions that make others feel safe to share.

 

What Became of Robert?

 

Dr. Speers’s office represents a way of working flat—Speers had always trained his staff to speak up and share when something didn’t feel right. When Donna noticed something was off with Robert, she not only felt safe to go directly to her boss with her concerns but also (despite her initial concern being dismissed), she still knew she was safe to insist that something wasn’t right and needed to be addressed immediately.

 

Confronted with Donna’s concerns, Dr. Speers stopped the procedure he was working on and turned his attention to Robert.

 

After only a few questions, Speers had a good guess as to what was going on: Robert was in the middle of a serious heart attack. Speers sent him directly to the cardiac center of Toronto General Hospital, where he had an emergency triple-bypass surgery that saved his life.

 

How about that?! Working flat saved a life!

 

Does a cohesive, empowered, results-oriented team feel constantly out of your reach? ​Book a free 30-minute call with me​ to learn how to start creating the team you know you can have.

 

I love connecting with leaders, so the call is completely free. On the call, we’ll discuss the context driving your work and your goals for your team, and I’ll provide some strategies to help support you to drive results that make a positive impact on your business.

 

From the challenge of driving change at scale and tackling complex problems with teams that are constantly waiting for you to find solutions to the importance of creating psychological safety to empower teams that actually drive results, this call is designed to help you forge a more impactful leadership system.

 

I’d love to hear from you—​you can book your call with me here.

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Using The Friendly OODA Loop To Work with Resistance

My five-year-old was under the table, snuggled in his blanket, sucking his thumb with his favorite stuffy. 

 

Cute, right?

 

The only problem was that we were going to be late to school. Again. 

 

So, I pushed. I cajoled. Maybe, in a moment of weakness, I even tried to bribe. 

 

The worst thing is it seems like this happens every day. 

 

One of the things I notice about life is that I’m often interacting with the world as I wish it was instead of the world as it is. That can be a pain in the ass. 

 

I’ve heard this phrase in Buddhism as, “resistance to reality is the source of all suffering,” though dissatisfaction may be a better word.

 

I see this all the time in my approach to parenting. Boy, do I wish my five-year-old would move faster in the morning. Getting him out the door can be stressful, and ironically, that stress actually makes him move slower. Ugh. 

 

So, why does it keep happening every day? Because I’ve been trying to push things forward as I want them to be instead of working with things as they actually are.

 

This happens in our organizations too—when we make changes to the ways we work, when we ask team members to take on new roles or responsibilities, or when we try to lead with a power-down approach.

 

The lesson in business here is about dealing with resistance, and today, I’m going to teach you a tool to work with resistance more skillfully. 

 

Last time I shared with you the OODA loop — Observe, Orient, Decide, Act. 

 

Externally, we can use the OODA loop to disrupt our competition by orienting ourselves around changes in the external world.

 

In this video, I want to share the “friendly” OODA loop—the use case of the OODA loop that applies to our own organizations. We can call on it when we’re leading a change that involves humans (i.e. a situation that can create resistance). It’s both useful as a planning tool and as a way to influence people.

 

 

By considering how people might be impacted by a proposed change and understanding their orientation, we as leaders can engage with them in a supportive manner and help their orientation align with our desired outcome.

 

When we start to see resistance as data about a problem and learn to work with the resistance we encounter, we’ll build stronger relationships and get more done. That means we can do our work and lead our teams with more ease. We get to solve bigger problems and have greater influence to really change the way our organizations work.  That increased effectiveness gets us noticed and can bring us even more satisfying work, promotions, wealth, and ease.

The friendly OODA loop can really help you understand your impact on others and work around resistance to get collaboration and buy-in. Working skillfully with resistance is one of the most important abilities a modern leader needs. 

 

If you want more resources on how to better work with resistance, I invite you to watch my free video on Understanding the Levels of Resistance. It’s short and it sheds light on the different types of resistance you might encounter from shareholders or people on your team.

 

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Can listening help your boss win? 

“Chris, I want you to make this your highest priority!” 

 

My boss was pretty excitable, so I was no stranger to being yelled at across the trading desk. Still, this struck me as a particular gem of absurdity. 

 

“Sounds good, Dave. But… [out came the project management spreadsheet] what about all of these other projects that you’ve also told me are my highest priority?” 

 

I didn’t want to disappoint my boss—but I also didn’t see how all of these “highest priorities,” including some projects I was particularly excited to move forward, came together.

 

It was frustrating to feel like I was always being pulled in a new direction, and I didn’t know how to work with my boss. 

 

I didn’t have the secret question then. 

 

It’s a question so powerful that many of my clients have used it to build trust with their bosses, work on what they’re most excited about, succeed with high-profile projects, and get promoted. 

 

What are your objectives?

 

(Which is just a fancy way of asking “why?”)

 

Why does this question work? 

 

It’s because our bosses are people too (something that we often forget!). 

 

They have desires, they have beliefs. 

 

They have mandates from their bosses and needs like ego, gratification, and promotion that they need to meet. 

 

They have their own strengths and weaknesses, their own blind spots. 

 

Bosses are just like us in many ways. 🙂 

 

So, when you see a vexing problem, particularly one that stretches beyond your ambit—like poor collaboration with a remote team or tools that don’t work very well—take a moment before you start fantasizing about how you would engineer a solution.

 

I see folks get stuck and frustrated at this moment because their boss doesn’t support the change. That makes sense! You see a clear problem. “If only they got it! I could solve this problem.”

 

But your boss may not actually care about the problem. 

 

Bosses like to solve their problems, not your problems. 

 

The first thing you need to do is uncover what your boss cares about.  

 

The good news is that we can take steps to make these shifts. 

 

So how do you figure out what your boss wants? 

 

You use curiosity and listening to find out what’s important to them, to explore their motivations and what they’re trying to do. 

 

Ask questions!

  • What’s the most important thing you’re working on right now? 
  • What are your top priorities this quarter? 
  • What are you hoping to get from this project/the projects that are on our plate as a team? 

 

Start a conversation. Listen. Empathize. Reflect back. 

 

You need to understand their perspective before you can move your ideas forward (even if your ideas are, and I say this objectively, obviously brilliant). 

 

Move toward what negotiator Chris Voss calls the “That’s right” moment. You know that you’ve nailed it when your listening and reflecting creates an opening for your boss to affirm what you’ve said: “Yes, that’s right! That’s exactly why this is important.” 

 

Let’s imagine that you’re an operations manager for an industrial plant; your boss, Sandy, is the plant manager. You’ve scheduled thirty minutes for a 1:1 with them and you want to talk about how you could solve some of the challenges you’ve been seeing with the purchasing group—which is a corporate function. 

 

The typical approach would be to start the meeting by advocating for the solution you see. “We need to change how purchasing works. Here’s why.” 

 

But that’s rooted in your perspective. 

 

Instead, you want to get to Voss’s “That’s right” moment by creating common ground before you try to move things forward.

 

So how do you do this?

 

You can still start by bringing your own ideas—but marry them with curious questions. 

 

You: Sandy, I’ve been thinking a lot about how we collaborate with the purchasing team and how it could be improved. But before I go into that, I was wondering: can you share the most important things you’re working on right now? 

 

Sandy: Well, a lot of folks have been retiring or leaving for competitors and, in this climate, it’s hard to hire. We’re also not immune to “quiet quitting.” 

 

Mirror and paraphrase, but stay curious: 

 

You: I see that your most important focus right now is retention and hiring. Is that right?

 

Sandy: That’s right. I’m looking at training, our wages, our hiring process—our talent strategy across the board. 

 

Deepen your understanding by asking why

 

You: Got it. Why is that so important right now? What are your objectives with this effort? 

 

Sandy: Sure. With the turnover and outages, we’re struggling to run at capacity because we don’t always have the people we need. 

 

Restate the why and get confirmation.

 

You: Ah, so the underlying challenge that you’re trying to address is our ability to run at capacity. Is that right? 

 

Sandy: That’s right! 

 

(It doesn’t actually matter if you’re right. If you get a “That’s right,” you’ve gotten confirmation that you’re on the right track. If your boss corrects you—“Actually, that’s not the reason. What’s most important is…”—well, now you’re on the right track.)

 

Only then move on to your issue. 

 

You: Ok, that makes sense. And that’s actually how I’ve been thinking about how we work with purchasing. There’s two challenges that I see that might be relevant here. 

 

Purchasing is (quite rightly so) obsessed with controlling costs. 

 

But, since they’re so focused on just-in-time, our people don’t always have the right tools or parts—which is demoralizing and disengaging. It makes us look kind of dumb—we’ve tasked someone with a job that we know they can’t complete. And, perhaps most importantly, it means that critical repairs are sometimes delayed and we lose capacity. 

 

I’d like to see if I can craft a new way to work with purchasing. Is it OK if I write you a quick summary and run it by you for feedback before I get started? 

 

They may still say no to your idea. But even if your project doesn’t move forward, you will understand your boss more. That’s a huge win. 

 

This approach marries intentional listening with a set of specific skills (open-ended questions and mirroring). It is simple, but it’s not easy. 

 

Listening is an intention, but it’s also a skill we can practice.

 

If you’re curious how I approach it, click here to be the first to get the details about the free Lead Curious Open House I’m running in December.

 

It’s an interactive workshop where you’ll get specific tools and practice with peers to make curiosity central to your approach to working with others — your boss included.

 

Click here and be the first to get the details when we firm everything up!



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