Chapter 8
Keep Building
Evolve Your Leadership, Practices, and Culture to Deliver Results.

Figure depicting two broad horizontal arrows pointing rightward with “the new leader's 100-day action plan” mentioned on the upper arrow and “activate ongoing communication” on the lower arrow. In between the arrows from left to right is mentioned position yourself for success, leverage the fuzzy front end, take control of day one, co-create burning imperative, embed milestones, jump-start early wins, complete organization role start, and evolve, leadership, practices, and culture. An arrowhead is pointing at evolve leadership, practices, culture.

You have reached the 100-day mark. You put a plan in place, leveraged your Fuzzy Front End to learn quickly, refined your plan, and developed solid relationships with all of your key stakeholders. You engaged the culture and made a strong early impression by delivering a clear message to your new audiences (up, down, and across). Your team is energized by its co-created Burning Imperative. You have established a milestone management process to drive accountability and are beginning to deliver early wins. Your team is in place.

So, what's next? Keep going. Keep building. Begin the process of continual evolution. You'll want to evolve in three key areas:

  1. Leadership: The 100-day mark is a good moment to gain feedback on your own leadership during the first 100 days, so you can determine what you should keep, stop, and start doing—and how—to be even more effective with your team and the organization as a whole.
  2. Practices: From there, it is an opportune time to decide how you are going to evolve your practices to capitalize on changing circumstances. You should focus on practices that relate to people, plans, performance tracking, and program management.
  3. Culture: Finally, after 100 days, your insights on the culture are sharper than when you started. You are also clearer about where you want to evolve the culture. Now is time to zero in on the biggest gaps and implement a plan to create and maintain the winning culture that will become your greatest competitive advantage.

By evolving your own leadership, your practices, and your culture, you are setting yourself up to deliver better results—not only faster but also sustainably, over time.

Evolve Your Leadership

Take a three-step approach to evolving your leadership. First, assess your effectiveness as a leader, defining specific areas you need to adapt to be more effective. Second, prepare a concrete leadership development plan that specifies not only what to focus on to drive results, but also how you need to be communicating with and leading the members of your team to drive engagement. And, third, identify a support partner to help you refine your plan and stay on track.

Start with self-assessment. Refer to whatever documents you have available—your original 100-day plan, your milestone management document, or your recent financial results—and assess how you have performed so far versus the goals that you (and your board and your boss) set. Rate yourself green if you are on track, yellow if you are at risk (yet have a solid plan to get back on track), and red if you will miss (and do not have a solid plan to get back on track).

Next, have someone collect 360-degree feedback on your performance from your critical stakeholders up, across, and down. (Answer the same questions yourself so you can compare your own thoughts to others'.) Doing this will help you (1) see how others feel, (2) highlight disconnects between how you and others see you, and (3) model the behavior of seeking and considering personal input from others. Questions:

  • What is it that the new leader does that is particularly effective? What should he or she keep doing?
  • What does the new leader do that gets in the way of his or her effectiveness? What should he or she stop doing?
  • What else could the new leader do to be even more effective? What should he or she start doing?

Now, you are ready for leadership development planning. With the outputs from the self-assessment and 360-degree feedback processes, you have a list of items to consider as you create your own development plan. Bracket them into key deliverables (across strategic, operational, and organizational matters) and key leadership habits in terms of the behaviors you need to strengthen to become even more effective.

It is likely the items that emerge during your self-assessment and 360-degree feedback processes are ones that you know how to manage. You'll understand the feedback, the actions, the changes, and the adjustments that are required to evolve to where you need to be. In many cases, for both key deliverables and key leadership habits, you may benefit from having a partner to support your own development efforts.

You'll certainly want to invest in the relationship with your boss. Establish a rolling agenda with the right balance of fixed and changeable items, and establish a regular communication cadence. In addition to your boss, you will benefit greatly from finding a partner to support you as you build and implement your leadership development plan. The criterion? Someone you trust. This could be a mentor or former boss, a board member, your human resources partner, an external coach, or a consultant.

In any case, find the support to help you turn your desire into action and your action into habits. You will evolve and become an even better leader for the effort.

Evolve Your Practices

The 100-day mark is a good time to begin thinking about evolving your practices around people, plans, performance tracking, and program management. It's useful to set up a predictable rhythm. This allows people to spend less time worrying about the process and more time figuring out how to react and capitalize on the inevitable changes around them.

People

With your team members in consideration (and the strengths they bring and don't bring), you will want to align the longer-term organizational development plans with the longer-term (three-plus years) strategic plan. Look at four components:

  1. Future capability development planning starts with the long-term strategy and then looks at what human capabilities you're going to need over time to be able to implement that long-term plan. That creates a future-state organizational plan. Compare that with your current-state organization to identify where the gaps exist between the two. Generally, you'll plan to close those gaps with a combination of:
    1. Developing your current people
    2. Acquiring people with new talents and developing them over time
    3. Acquiring people requiring less development closer to the time of need
    4. Acquiring people ready to go at the time of need.
  2. Succession planning starts with the people you have in place in key roles and lays out who can take their places over time. Some of those potential successors may require development.
  3. Contingency planning evaluates who can jump in and fill a position if one of your leaders can no longer do that for some reason. Some of these seat fillers may be permanent. Some may be on interim assignments. Some may be outsiders brought in for a short period.

    Do these three processes together on an annual basis.

  4. Performance management and talent review

    Track progress of the longer-term future capability development plan and the corresponding talent needs. Monitor the progress of individual development plans, and help people maximize their potential by giving them training to build their knowledge and projects where they can practice and build skills.

    Do this annually.

Plans

Strategic Review, Refresh, and Plan

Conduct a detailed long-term look at the business (three-year horizon), leading to choices around how to create and allocate resources over that longer-term horizon. Relook at your Burning Imperative.

Do this annually.

Operational Review, Refresh, and Plan

Ensure the right operational plans (one-year horizon) that will enable you to deliver the next year's goals are in place.

Do this annually.

Performance Tracking

Business Reviews and Plan Updates

Track progress in the context of the operational plan (one-year horizon), and make midcourse adjustments along the way. Make certain you are aligned with your boss and board regarding the level of detail expected, areas of focus to be covered, and persons responsible for certain elements. Private equity firms often have a model that works for them across their portfolio companies, so you may need to adjust your model to meet their requirements.

Do this quarterly. See Tool 8.1.

Milestone Updates and Adjustment

Track the monthly milestones to keep the team focused on the most important deliverables, as a team.

Do this monthly, unless particular milestones are falling off target, in which case you should increase the frequency until the milestones are back on track.

Thinking about these things with these horizons allows you to have a good balance between long-term thinking and short-term execution. Many have blended these into an annual/quarterly/monthly meeting schedule. The idea is to have a meeting every month with time added once each quarter to deal with longer-term issues. It is a cycle with each piece feeding into the next. Use a calendar (Table 8.1) as a starting point, and then adjust it to meet your organizational needs without dropping any key pieces.

Table 8.1 Prototypical Quarterly Meeting Flow

Quarter Month Schedule
1 1 Milestone update and adjustment
1 2 Business review and adjustment/Talent reviews
1 3 Milestone update and adjustment
2 1 Milestone update and adjustment
2 2 Business review and adjustment/Strategic review and planning
2 3 Milestone update and adjustment
3 1 Milestone update and adjustment
3 2 Business review and adjustment/Future capability, succession, and contingency planning
3 3 Milestone update and adjustment
4 1 Milestone update and adjustment
4 2 Business review and adjustment/Operational review and planning
4 3 Milestone update and adjustment

Program Management

As a new leader, whether you are replacing an incumbent in an existing role or stepping into a new one created by a merger, acquisition, or reorganization, you are likely being asked to transform your organization and take performance to a higher level in a period that is much shorter than you may be accustomed to (particularly if you are operating in a private equity–owned or venture capital–owned environment).

As a result, it is likely there will be several new projects being introduced to the team, all with the objective of creating value. They might be projects to drive innovation, sales effectiveness, expense reduction, or operational excellence; benchmark human capital needs; upgrade systems; upgrade teams; or identify alliance partners and merger and acquisition targets. Whether you inherit or introduce these new value-enhancing projects during your Burning Imperative, you will begin to have a feel for the organization's ability to absorb the amount of change you wish to drive and the number of new projects coming on board at the same time. If the number of initiatives is overwhelming, and it probably will be, you can increase team capacity by introducing a program management expert or capability.

Program management is the process of managing several related projects, often with the intention of improving the organization's performance. The benefit of a program management skill set on the team is the ability to look across multiple projects for dependencies, bottlenecks, resourcing issues, and time conflicts. A strong program manager can identify challenges, bring choices into the light, and enable decision making by the team. For some new teams, managing one or two new projects in addition to daily responsibilities is plenty complex. Imagine when multiple projects, not to mention large ones like acquisitions, are introduced. Chaos ensues!

You may find program management skill sets already reside in your organization—likely places to look are information technology (IT), operations, finance, strategy, and product development. If you do not have the requisite skills in-house, consider hiring full- or part-time program management experts to help you drive your transformation program.

See Tool 8.3.

Evolve Your Culture

Now that you are 100 days into your new role, it is a good time to implement steps to evolve the organization even more assertively to your target culture.

As described in the executive summary, think about the new leader's role in building culture as a five-phase process:

  1. Identify your cultural preferences (Prepare yourself for success).
    1. At this stage you evaluated the degree of cultural fit from your perspective, before accepting and starting the job.
  2. Observe the organization's defined and undefined cultural identity (Leverage your Fuzzy Front End).
    1. At this stage you purposefully gathered information to prepare yourself for the culture you were about to enter.
  3. Craft your own cultural engagement plan (before Day One).
    1. At this stage:
      • You determined your level of assertiveness in entering the organization (shock, assimilate, or converge and evolve) based on your assessment of the organizational need for change versus its readiness for change.
      • You identified your stakeholders as detractors, supporters, or watchers to help focus your relationship-building efforts.
      • You built and refined your going-in messaging, reflecting the platform for change and call to action for the team.
  4. Begin to influence and drive the culture during your first 100 days.
    1. At this stage:
      • You sent messages early and often signifying what was important to you (your values) by what you said and where and with whom you spent time.
      • You co-created a Burning Imperative that was a huge step in defining the culture, by gaining alignment on mission, vision, values, strategies, actions, and operating cadence.
      • You established a milestone management tool and pushed for early wins to set a cultural tone.
      • You made decisions on people and structure and communicated them in a way to support changing the culture toward your vision.
  5. Evolve the culture after Day 100.

Three-Part Approach

First, make sure you and your leadership team are aligned on the specific values and behaviors you are attempting to imbed into the culture.

Second, work with your leadership team to evaluate where you are as an organization against the dimensions of a culture: behaviors, relationships, attitudes, values, and the environment (BRAVE). Identify where you believe you need to focus as a team to move closer to the desired state.

Third, now that you and your leadership team are aligned on the BRAVE, and clear about where you need to evolve across those components, you can employ culture-shaping tools to embed the desired culture, over time.

Culture-Shaping Tools

There are many tools available to help you evolve your culture. A few that can make the greatest impact:

Performance Feedback and Reviews

Adapt your performance feedback and review process in a couple of ways. First, in the formal written process, be sure to include not only business goals that can be measured, but also an evaluation (including a numeric value) on the stated company behaviors and values. When providing feedback in this forum, be detailed and specific. Go out of your way to provide specific examples of culture-enhancing behaviors as well as culture-killing behaviors.

Informally, model a culture where constructive feedback is given and received in the spirit of individual and company improvement. Be ready to give feedback, both negative and positive, in the moment.

Reward and Recognition

Think of reward and recognition as the public version of positive feedback. Deploy a simple program that recognizes not only performance against business goals but also demonstration of culture-enhancing behaviors and values. At first, control the process so managers get a feel for what is deserving of recognition. Once you are confident the program will be applied consistently, allow managers and employees to recognize their peers and coworkers. More positive feedback will lead to more positive behaviors!

Communication

An active internal communications program is the lifeblood of a cultural evolution. First, get your messages clear, what you wish to reinforce about the culture you are driving. If people need to work more closely as a team to solve customer problems, institute a Lunch & Learn or similar program to share information and get on the same page. Or, encourage leadership team members to invite peers to their staff meeting to share news from their departments. If you are trying to evolve the team and the culture to a more aggressive posture in the market, celebrate wins where team members were assertive, took a risk, and won the business.

These efforts must evolve to capitalize on changing circumstances as well. With minor changes, your message may remain the same. However, if the change is major, your message and touch points must be adjusted to match the new reality. In some cases, the change may be significant enough to warrant a complete revamping of the plan. Either way, make sure you are controlling your own message and how it is communicated.

The ideas will flow; just be sure you do map your messages to your audiences, and have a continuous and multimedia approach to communicating culture.

Think Differently

Succeeding a legend is one of most difficult transitions a chief executive officer can make because the scrutiny is far more intense and every move is magnified. No one knows this better than Tim Cook, who took the role as Apple's CEO in 2011, following one of the most celebrated leaders of all time, Steve Jobs. Cook inherited a company that was on top of its game, with a strong culture that was forged by Jobs's dominant personality. Many assumed that Cook would mind the shop and change as little as possible, hoping to continue along the same path to success. But Cook realized that he could not run the company as Jobs had, because he wasn't Jobs.

Despite the company's astronomical success, Cook's first message upon coming on board was that “our best days are ahead of us.” A bold statement that sent a signal to shareholders and customers that he expected to lead Apple to even greater success in the future.

First, to underscore stability, he signaled early on that he would keep most of the existing management team in place and that he would guard and defend the distinct Apple culture with vigor.

Cook then quickly gave the executive team more control over decisions. Under Jobs, the team had become used to a CEO management style that was overpowering and burdened with micromanagement. Cook let team members know that his style was to be an active coach who inspires and trusts them to make more decisions on their own.

He then moved to make Apple more open by allowing his executives more freedom to speak with the press and outside the organization. He also shared the success spotlight outside the CEO's office.

He's also made Apple more reflective of its culture. A historically private and low-key leader, he decided to announce publically that he was gay in an effort to be more transparent himself and demonstrate leadership outside the organization. He's used the spotlight to speak out on other societal issues, many of which reflect important values held internally by Apple. Along the way he has donated millions to charity and has encouraged Apple employees to do so as well, a distinct departure from Jobs.

Cook has also changed Apple's growth and financial approach by using its large cash stores to complete large-scale buybacks of Apple stock, issue regular dividends to shareholders, make large-scale acquisitions, and bring some production back to the United States, all strategies that Jobs either opposed or avoided.

By keeping what worked and slightly adjusting in key areas that would better position Apple for the future, Tim Cook has been able to do what many thought was impossible—keep and improve upon Apple's momentum. Under his leadership, Apple's market capitalization has dramatically increased, worldwide market share has increased, and he's had two very successful product launches. His meaningful adjustments to an already-fantastic organization and culture have allowed Apple to continue to provide inspiration and deliver even better financial performance.

Adjust to the Inevitable Surprises

John Wooden, the legendary coach of University of California at Los Angeles (UCLA) basketball, whose teams won an astounding 10 U.S. National Collegiate Athletic Association championships, said: “Things turn out the best for the people who make the best of the ways things turn out.” As a leader, it is up to you to make the best of how things turn out. No matter how well you have planned your transition over the first 100 days, no matter how disciplined you are in your follow-up, some things will be different than you expected. Often your ability to keep moving forward while reacting to the unexpected or the unplanned will be the determining factor in whether your transition is deemed a success or failure.

One of the main advantages to starting early and deploying the building blocks of tactical capacity quickly is that you and your team will be ready that much sooner to adjust to changing circumstances and surprises. Remember, the ability to respond flexibly and fluidly is a hallmark of a team with tactical capacity. The preceding annual/quarterly/monthly meeting schedule will enable your team to recognize and react to the changes that might impact your team over time.

Not all surprises are equal. Your first job is to sort them out to guide your own and your team's response. If it is a temporary, minor blip, keep your team focused on its existing priorities. If it is minor, but enduring, factor it into your ongoing people, plans, and practices evolution.

Major surprises are a different game. If they're temporary, you'll want to move into crisis or incident management. If they're enduring, you'll need to react and make some fundamental changes to deal with the new reality. When you're evaluating change, use Table 8.2 to help guide you to an appropriate measured response.

Table 8.2 Change Map

Type Temporary Impact Enduring Impact
Major change Manage: Deploy incident management response plan Restart: Requires a fundamental redeployment
Minor change Downplay: Control and stay focused on priorities Evolve: Factor into ongoing team evolution

Major but Temporary

Major but temporary surprises start out either good or bad. They don't necessarily stay that way. Just as a crisis handled well can turn into a good thing, a major event handled poorly can easily turn into a serious crisis. The difference comes down to preparing in advance, implementing the response, and learning and improving for the next time.

  1. Prepare in Advance

    As the team leader, it is on your shoulders to prepare in advance for potential surprises by anticipating potential events and crises and having procedures in place to follow if those things happen. Be assured that crisis events will never unfold exactly as you have planned for them. It is less important that you are exactly right in identifying the particular crisis that might come your way, but most important that you and the organization or team have a response in place for unexpected events.

    Think through the possible situations, your desired result, and the basic approach to get there. Then map out what is going to get done by when and by whom and how you are going to communicate with the stakeholders who are essential to implementing a successful response or those affected by the chosen response. Once your plans are in place, periodically review the response plan so you are ready to identify and react to surprises when they do hit. The better you have anticipated possible scenarios, the more prepared you are, the more confidence you will have when crises strike.

  2. Implement a Response

    The reason you prepared is so that you all can react quickly and flexibly to the situation you face. Don't overthink or overmanage this. Do what you prepared to do, and let others do what they prepared to do.

    When the inevitable surprise happens, put in place a specific plan for that particular event or crisis, using your preplanned response as a starting point. Implement your response following the basic milestone management process. One important difference is that instead of running your milestone meetings on a monthly basis, you'll run them far more frequently. Depending on the crisis, you may want to consider running them daily, if not even more frequently. Most likely, you will want to keep them relatively brief and laser-focused and drive the team's time and efforts heavily toward the actual implementation of your crisis plan.

    Once you start to see results and the crisis starts to become stabilized, do not make the mistake of pulling back your efforts too soon. Crises have a nasty habit of getting out of control because someone takes his or her eyes off the ball too soon. It is hard to know when the temporary event or crisis is completely over. So have a bias to stick with the follow-through longer than you might think is necessary.

  3. Learn and Improve

    Once the crisis is over, complete a comprehensive review of your organization's response across three key areas: preparedness (precrisis), response (crisis management), and prevention (postcrisis). In each area, identify the gaps in your organization's performance and find ways to rectify them.

    • Preparedness—Was the team adequately prepared to respond to the current crisis and implement the response?
    • Response—Did the team respond well and how can it improve its capabilities to respond to future crises?
    • Prevention—How can the organization reduce the risk of future crises happening in the first place?

    Once your gap analysis is complete, take the steps to implement the changes required to improve your ability to deal with the next crisis. There will be a next one.

Major and Enduring

Major changes that are enduring require a fundamental restart. These can be material changes in things such as customer needs, collaborators' direction, competitors' strategies, or the economic, political, or social environment in which you operate. They can be internal changes, such as reorganizations, acquisitions, or spin-offs; getting a new boss; or your boss getting a new boss.

Whatever the change, if it's major and enduring, hit a restart button. Go right back to the beginning; do a full situation analysis; identify the key stakeholders; relook at your message; restart your communication plan; and get your people, plans, and practices realigned around the new purpose. Remember, the fittest adapt best.

Keep Building: Summary and Implications

Your leadership: Assess your own leadership and put in place a plan to make it even better. Get support to implement that plan.

People: Invest in future capability development planning, succession planning, and contingency planning; performance management; and talent reviews annually.

Plans: Conduct strategic reviews, refreshes, and planning as well as operational reviews, refreshes, and planning annually.

Practices: Conduct business reviews and plan updates quarterly and milestone updates and adjustments monthly.

Program management: Invest in this skill set when the sheer volume of change is stretching the organization beyond its capacity to manage with existing processes.

Culture: Close the gap between today's culture and your target culture by engaging your leadership team and deploying tools that will reinforce and accelerate the change program.

Surprises: Adjust to the inevitable surprises based on the degree and length of their impact.

Finis origine pendet (the end depends on the beginning)—so says the first-century Latin poet Marcus Manilius. In a transition into a new leadership role or team merger, if you do not get the beginning right, the end will be ugly.

Conversely, if you follow this book's framework and take advantage of its advice and tools, you will lead your team to the right place, in the right way, at the right times. If you do this, you will develop trust, loyalty, and commitment—and your team will follow.

By using the proven onboarding methodologies presented in this book to enhance and synchronize your people, plans, and practices, you will build the tactical capacity to inspire and enable others to do their absolute best together, to realize a meaningful and rewarding shared purpose that delivers better results faster than anyone thought possible.

Additional Articles and Tools on www.onboardingtools.com

8A.1 Leading a Start-Up Team (less than 10 people)

8A.2 Leading an Extended Family Team (10-30 people)

8A.3 Adding Appropriate Hierarchy to a Larger Team (over 30 people)

8A.4 BRAVE Operating Principles for HATCHing a Better Team

Notes

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