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STRATEGY AND MISSION

Strategy and Mission is the North Star for any organization that should guide the focus and efforts of all its employees.

To provide a larger perspective and context for employee engagement, it's important to provide employees a clear and compelling vision of the organization as told through its strategy and mission. If employees don't know—or aren't inspired by—what the organization is trying to do, they'll find it more difficult to summon up the motivation to succeed. Frances Hesselbein, president of the Leader to Leader Institute, once put it this way: “No matter what business you're in, everyone in the organization needs to know why.”

To gain clarity about the organization's mission, management guru Peter Drucker has suggested that you ask five questions to get at the core of your business. These questions help connect what your organization is trying to achieve with your customers in the marketplace:

  1. What is our mission?
  2. Who is our customer?
  3. What does the customer value?
  4. What are our results?
  5. What is our plan?

Clarifying one's vision is a useful starting point for deciding what is most important for the organization—and its employees—to focus on for success. And the result needs to be a compelling purpose that can inspire everyone. “A vision is not just a picture of what could be, it is an appeal to our better selves, a call to become something more,” says Harvard professor Rosabeth Moss Kanter. From that vision, you can shape your unique competitive advantages, that is, those aspects that you have to offer your customers that your competition does not. These advantages represent your strengths in the marketplace that you most need to capitalize on to be successful. The vision and mission then needs to be translated in ways every employee can impact.

This chapter examines examples of how companies bring the mission of the organization alive and keep it in front of employees.

Organizational leadership: First, communicate the vision and the values. Second, win support for them. Third, reinforce them.

—FREDERICK SMITH, CHAIRMAN AND CEO, FEDEX

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Dolf Kahle, president of screen printer Visual Marketing Systems in Twinsberg, Ohio, believes that simple goals are the best goals. He therefore threw out the existing set of business-buzzword-laden corporate goals and replaced them with three easily understandable goals: better, faster, and cheaper.

Medical products and pharmaceutical manufacturer Johnson & Johnson provides work teams with extensive feedback on how the work they do benefits other parts of the organization. In one example, a chemical engineer in a Tylenol factory can log into a computer system that shows how his plant's output feeds into the entire division's output—and the extent to which the company is brought closer to reaching its quarterly goals. Says Tobias Kuschel, Johnson & Johnson's director of global talent management, “We believe this really creates commitment. Once you're committed, the thinking goes, you work harder and make the company more money.”

Marks & Spencer, a British retailer, has each business area write its commitments on a poster, which is then displayed publicly. It helps encourage ongoing awareness and accountability.

Jeff Rogers, CEO of Job Hunter Pro, a virtual company with team members from Portland, Oregon, to Atlanta, Georgia, says:

If your mission doesn't fit on the back of a matchbook, it's probably too complex. And if your mission can't be immediately articulated by your management team, how do you expect your staff to live and breathe that mission? Clarity and focus are essential.

Our mission is to help people get and stay employed. All of our solutions have this very specific focus. An example of a key strategy that supports our mission is to bring outplacement services to the masses. To accomplish our mission, I've fostered a culture of socially responsible HR programs. We are serious about helping displaced employees get reemployed. It's a win-win for employers and employees. Since our team is composed mostly of like-minded HR executives, the relevance of our mission is a no-brainer.

Over the years, we've learned to mesh quality, innovation, technology, finance, and economy in ways that enable superior solutions at prices significantly below market rates. An important ingredient is the adoption of a virtual business model. We shun brick-and-mortar paradigms, the cost of which must be passed on to customers. If something doesn't directly benefit our customers, we don't do it. A downside of this philosophy is that some of my team call me cheap. I don't mind.

Keeping our mission at the forefront of team members' minds isn't difficult, in part because of its simplicity, even if they switch the words around. For example, our product development team, which includes me, hears our mission regularly as we ponder new features, benefits, and products. Likewise, our marketing, social media, and website mediums echo a common theme in support of our mission.

As a footnote regarding mission statements, close to twenty-five years ago, IBM had a mission statement that was something along the lines of “to be the world's most successful and important information technology company.” That's a pretty powerful statement. It provides guidance to virtually anyone working within the company. You've gotta love the KISS (Keep it simple, stupid) principle!

We like to think that we have an enlightened management philosophy. But enlightened management works best on enlightened employees.

—HARRY QUADRACCI, CEO, QUAD/GRAPHICS

Bren Anne Public Relations and Marketing in Ontario, Canada, has five staff members who work remotely most of the time.

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At the beginning of the month we have a group meeting, even if it's by teleconference so that we know we are all on the same page. It also allows us to address any items we were revisiting, or our mission and any strategies to achieve our goals. We have set goals, and we go over any strategies and tasks that have a timeline to complete specific client's projects, press release dates, and so on. We then sustain our connection through open communication by every method possible: Everyone has a landline, cell, email, and second contact.

Crescendo Strategies, located in Jeffersonville, Indiana, encourages staff at any level to be a part of the strategic conversation by sharing innovative ideas for growing the company, forming beneficial strategic partnerships, and creating new products. Says Cara Silletto, president and chief retention officer:

They don't have to fear “overstepping their bounds” and wait for years to contribute in a big way. Anyone can ask or share strategic questions and suggestions any time. We encourage conversations that start with “What if?” We celebrate all company successes by announcing them at staff meetings to ensure employees at all levels feel connected to the greater mission and to see firsthand how the company is impacting its clients. We mention all team members that were involved with each win, as we know the sales and consulting team delivering the results cannot do what they do without the support and operational staff keeping the organization running smoothly.

Ken Han, cofounder and senior consultant for Visionary Consulting in Shanghai, China, says, “Participation is the gateway for enhancing engagement either vertically or horizontally. Employees or coworkers will be significantly more engaged if they're invited to cocreate the goals, strategies, and plans they are a part of executing.”

For a horizontal example, a director of a supply chain invited their internal customers and stakeholders to the discussion of determining the group's goals, approaches, and priorities. Those who were invited shared with the team their concerns, worries, expectations, and suggestions. This process made the execution of the plans discussed much smoother in the future since key stakeholders and customers were engaged throughout. For a vertical integration example, a functional leader brings all his direct reports together with representatives at various levels of management as well as frontline workers.

“To increase employee participation, you have to have a culture and mechanism that encourages participation, and the opportunities have to be created and announced and then facilitated,” says Han. “This requires leaders at each level to be able to be facilitators and coaches.” For example, a manager sets rules for participating in his planning and goal-setting process at his level. All his team members are invited to post their comments on his plans under the headings of “Change,” “Concerns,” and “Ideas.” During the goal-setting season, he invites them to do an environmental analysis upon which his goals and plan will be based. Later, he asks them to attend a series of problem-solving and planning workshops. And lastly, to attend a plenary session for consolidating confidence, commitment, and alignment. As Han reports:

We've found that more and more clients have abandoned KPI (key performance indicators) as their major performance management tool for achieving an organization's mission and objectives and have started to embrace OKR (objectives and key results) instead. Some smart managers find success with a more behavioral approach, that is, focusing employees on “the three most important things to do weekly” method for managing the focus of each team member, which is much easier than using KPI.

Other employee engagement strategies that we've found to be effective:

  • Mentoring as a format of partnership is amazing and very effective in engaging employees.
  • Having sports teams in the organization helps to build a basic layer of the culture that encourages everyone to be more competitive. (Companies that have sports teams are more engaged and resilient.)
  • You can also find and develop highly engaged employees called “transformers,” then form coalition teams around them, which also greatly helps to enhance employee engagement throughout the organization.

Tracie Sponenberg, senior vice president of human resources at The Granite Group, based in Concord, New Hampshire reports:

Each quarter, every quarter, our CEO, COO, and chairman visit every one of our thirty-four locations for a quarterly meeting. These meetings are focused on financial metrics and strategy. Every one of our team members, from truck drivers to managers, attends and is updated on company performance, branch performance, and progress with our strategy. You can ask any of our employees what the main strategic focus of our company is—and they will know. Our locations also share daily sales information with their team, so everyone knows how the location is performing, and can understand their impact on their location and the organization.

David Kovacovich, an engagement strategist in San Francisco, California, shares how one of his clients, a technology company based in Silicon Valley with more than 10,000 employees, was struggling to streamline their innovation strategy.

Projects were failing, old thinking wasn't competing, and the competition was catching up in the marketplace. This company looked to their newer hires to amplify their innovation strategy, asking them “What are we missing? What are you seeing?” They issued a challenge to all employees to submit ideas for new product development, service models, or internal dynamic building. Employees were called upon to issue their ideas in just three slides.

Over 300 new ideas were submitted, and a committee was assigned to evaluate the ideas, holding preliminary calls with those that submitted the best ideas. The top five ideators were called upon to present in Shark Tank style at the annual international company meeting. The company rewarded everyone by adopting their ideas, and they were assigned as project leads to bring the ideas to market.

To inculcate their corporate values, RB, a 180-employee IT company servicing the financial sector in Iceland, decided to tap into the high interest employees have in music, reports Herdis Pala, a corporate trainer and business consultant for Pafugl ehf/Peacock. Employees at RB participate in ten bands and choirs at the company. They asked employees to find Icelandic songs and lyrics to show the meaning of the company's values: professionalism (an old Icelandic fisherman's song), safety (a fairly new heavy metal song), and passion (a love song from the late 1990s). They subsequently decorated their office walls with lyrics that represent the meaning of their corporate values.

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“Employees have a visual of our firm's values in sight all day, which keeps them top of mind and brings smiles to the faces of their guests and customers,” says Herdis.

To any organizational problem first ask, “What is the best solution?” Then ask, “What can be done?”

—PETER DRUCKER, MANAGEMENT CONSULTANT

Michele Moore, founder and CEO of Southwest Human Capital, based in Albuquerque, New Mexico, recalls working with Quad Learning, a company focused on fostering opportunities for international students to attend their “dream” colleges.

We created a monthly newsletter that featured a “Values in Action” segment. Employees were asked to give examples when they witnessed colleagues demonstrating our core values and principles. They loved it. The illustrations used—such as when employees clearly went above and beyond to satisfy a client or suggest something innovative—clearly encouraged and inspired everyone. In addition to serving as recognition, this reinforced our values over and over, and made them part of our firm's everyday vernacular.

Acceleration Partners, a Boston-based marketing firm reviewed its vision and created “Vivid Vision,” a new document highlighting values, goals, and how employees fit in. The firm asked employees to contribute and help shape the document.

Zuora, an order-to-cash platform in San Mateo, California, started a pilot appreciation program that linked core company values to its recognition practices.

CASE STUDY: LINKING STRATEGY VIA RECOGNITION

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A market research team in a Fortune 500 high-technology company had a strategy to help the company grow. Their challenge: “How can we motivate individuals to adapt the behaviors that most effectively tie to this strategy?” Along with other initiatives, the team's executive leadership implemented a recognition program to link individuals to the company's strategies.

Four key attributes were identified as critical to the success of team members helping the company grow, and these were incorporated into the recognition program:

  1. Integration: Recognized individuals and teams who proactively built a shared agenda with business leaders and collaborated across teams to deliver meaningful business outcomes.
  2. Innovation: Recognized individuals and teams who demonstrated thought leadership, applied unique expertise by building new capabilities, and delivered innovative solutions to solve a critical business issue.
  3. Technical expertise: Recognized individuals who were technical exemplars and thought leaders in their respective disciplines.
  4. Leadership: Recognized managers and team leads who championed action with business leaders to achieve meaningful outcomes.

Organization development managed the process of disseminating information about the program, collecting nominations, and preparing the leadership team so they could make their selections. A worldwide virtual team event was held twice a year to announce the winners and recognize the projects, behaviors, and outcomes that mattered most and linked best to the team strategy. Follow-up activities included winners presenting their projects and providing counsel to a wide range of people across the company.

The recognition program was deemed very successful. Individuals across the team were more motivated to integrate, innovate, lead, and develop the technical expertise required to help the company grow. Other teams at the company leveraged the recognition program to tie team behavior to their strategies. And interestingly, there were no monetary awards associated with this program. The visibility and recognition of an individual's work across the organization and with their peers were strong enough motivators on their own.

This global program was internally run. Specifically, a member of the OD team was responsible for the recognition program and handled all processes. In addition to dissemination, collection, and preparation, they also handled all communications. The formal program was conducted twice a year for several years so it became institutionalized. It was systematic, not ad hoc, with no external help.

Vision is long term, and should not change every two to three years, but it should be evaluated and measured. That is done by communication.

—JAMES SPEED, PRESIDENT AND CEO, NORTH CAROLINA MUTUAL LIFE INSURANCE

Dr. Amy Smith, deputy executive director for business services at the Kentucky Housing Corporation in Frankfort, Kentucky, says:

Prior to the start of each fiscal year in July, the executive team in consultation with the directors and managers set corporate strategic direction. This consists of three to five concise and easily explained strategies. We provide a laminated copy of these strategies to share with each employee.

Additionally, every department creates a business plan and a scorecard to support the corporate strategies. For employees, the strategies are used in our in-house created employee performance evaluation system. So, each performance goal for the staff links to a departmental goal and corporate strategy.

Actions toward achieving the strategies are discussed at the management level at least quarterly, and in departments on a monthly or similar routine basis. Also, all items are placed on a corporate calendar to visually see where areas may be falling behind. We pride ourselves that most staff can share corporate strategies and speak about how strategy impacts their daily work. In a recent board meeting, we adopted new technology allowing board members to access all board documents with a tablet instead of in a large paper binder. Line-level technology services team members attended the meeting to give support to the new users. When asked, the staff let board members know that their new technology was a part of achieving corporate strategy number four: Support flexible, mobile, collaborative, and remote work.

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To ensure employees connect with the company's vision and mission, the CEO of Farm Bureau Financial Services in Des Moines, Iowa, called upon his leaders to brainstorm supportive ideas. One result: All computer screens were changed to show a list of company values.

To help employees see how their job efforts come to fruition, founder Elon Musk of SpaceX gathers everyone around mission control to experience rocket launches. To inspire them further, he treats them to private screenings of space-related movies such as Gravity and The Martian.

Look at a well-run company, and you will see the needs of its stockholders, its employees, and the community at large being served simultaneously.

—ARNOLD HIATT, FORMER CEO, STRIDE RITE

Several companies today have added a new position to the C-suite: chief cultural officer. People in this new role are responsible for ensuring new employees clearly understand the organization's mission, strategy, and values, and equally important, how they work together to please their customers. A popular strategy is immersing new hires in comprehensive orientation programs.

Instead of doing any technical work during the first week on the job at MailChimp, new hires mostly experience the cultural aspects of the work environment. They are given company-logoed items and taken on tours to meet team members from different departments. Each department gives a high-level overview of how their part of the organization delivers on customer needs. Sometimes veteran employees cheer the new hires as they come through their work area. Before the end of the week, new hires use the same MailChimp app as customers. GlassDoor reports consistently show five-star ratings from MailChimp employees. Customers give good reviews of the company as well.

United Airlines created a commercial advertisement ahead of the Winter Olympic and Paralympic Games in Pyeongchang, South Korea, in part to help their employees understand why their work matters. The ad shows two types of superheroes: six US Olympic and Paralympic athletes sponsored by United (official airline of Team USA) and six United employees responsible for transporting competitors and their gear to the Games and back. Superhero nicknames are used to refer to Olympic events and United jobs. When a transportation problem occurs in the ad, an Olympian says, “We can't fly. But you know who can—the helpful crew at United, of course! They'll get our Olympic heroes to the games on time!” Mark Krolick, vice president of marketing at United says, “The tie between superheroes and Team USA athletes is clear. They are regular people who use their exceptional talents to accomplish the incredible.”

Keep the right goal in mind: Don't look for money, look for applause. If you create something of value, the sales will come.

—ROBERT RONSTADT, CEO, LORD PUBLISHING

For years, Adobe focused on building a strong employee experience. After realizing that customers drive the business, the company changed the focus to “be as great to work with as it is to work for.” They believe that both notions go hand in hand. Engaged workers strive to do their best, and customers feel more satisfied.

CASE STUDY: THE VALUE OF A CAUSE-DRIVEN MISSION

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Says CEO Mark Luciano:

At NeuVanta, our work culture is embedded with the philosophy that we are part of this company to serve a higher cause. And that is to make a difference in the lives of people with Parkinson's, a debilitating neurological disorder. Everything that we do is to serve our target population and help “Create a Better You.” Every employee understands that their work and effort is going to help people affected by this disease. Whether it is creating an e-learning course on older adult balance, to providing an Engineering PE Exam course for engineers to earn their professional license, we are helping people and servicing a great need.

Adds Ann Boland, executive for business development:

We focus employees on our logo statement, “Create a Better You.” We actively evaluate any new product in terms of how it can be positioned within this statement. There isn't a long-winded mission statement, just four words on which to focus. We also surround ourselves with can-do people. Whether that is fellow employees, contractors, clients—attitude is everything. If a problem seems out of your control or insurmountable, have every involved employee respond to the question, “Well, what can we do?” As often as not, the problem will be solved or mitigated.

Mark continues:

Having a purpose to serve and make a difference has created loyalty and a can-do attitude, and most importantly, team collaboration on setting and meeting goals. Granted we are small with seven employees, but we have had zero turnover of employees since we started four years ago. The number-one reason employees cite for staying with the company was “serving a higher need.” Our cause-driven company has also allowed us to attract top outside executives for our board of directors to help govern and provide guidance to the company.

Since we are cause driven, the engagement of employees comes from a “higher calling.” But even with a strong sense of mission, it's still a business dealing with human beings and human nature, so the company has additional strategies to help keep people engaged. We find that it is a mixture of things that keep employees engaged. One style doesn't fit all.

We try to be flexible to meet the individual needs of the employee:

  • Every employee is a stockholder in the company. This creates a sense of being part of something that may pay off good dividends in the future. It makes the employees think like an owner.
  • Our management style follows the Montessori method, that is, rules are set at a higher level and moderately controlled by management, but at the lower level, employees are free to roam within their space to solve customer problems as long as they stay within the high-level rules. They usually resolve problems before I knew that there was one.
  • We have 100 percent accessibility to management. We have an open-door policy. Any employee at any time can request a meeting with management to discuss concerns or just be updated on a current event.
  • As the CEO, I send employees an essay every year to start out the New Year. I try to get their thought processes going. For example, one year I wrote an essay entitled “Fate Favors the Fearless,” which was actually taken from a fortune cookie I had. The next year it was “You Have a Right to Question Management on Anything and So Do They,” with the point being that we are a transparent company. We have to be because everyone is a stockholder.
  • We don't have a set policy for vacations days, sick days, or holidays. The rules are simple: thirty days off, ten company holidays with pay, twenty days to use however you want (vacation, sick, child sick, and so on).
  • We have flexible working hours, or as I call it, a free-to-roam policy. There are no eight-to-five jobs here. You can work from 6 A.M. to noon, and if you have everything under control and need the afternoon off to drive your daughter to a gymnastics meet one state over, that's okay with us. We do ask for permission in advance and that you are accessible by phone or email during normal business hours. If this person's unit is not performing, however, we may clamp down a bit and curtail this activity.

Adobe analyzed their work processes to better connect the employee and customer experience. According to Donna Morris, executive vice president of customer and employee experience, many organizations will find it is easier to align core mechanisms with their experience model. When both employees and customers use the same products, employees tend to become customers as well. As part of its strategy, Adobe encourages employees to advocate on the customers' behalf. For example, any employee can report a problem as soon as it arises, so it can be fixed well ahead of a customer who might experience and complain about it later.

To see where things are improving and where corrections may be needed, Adobe regularly surveys employees about their engagement levels with the company and with customers.

Premier Nutrition Corporation based in Emeryville, California, helps employees stay aware of its mission, strategy, and performance in a fun way. The nutrition company holds an all-hands meeting every Monday at 9 A.M. During the meeting, people and departments update each other while they sip and enjoy the Morning Protein Boost—the latest shake recipe. The staff reviews the past week's successes and challenges and what's coming next. They also highlight team members' professional and personal achievements. A state of the company meeting occurs quarterly where year-to-date revenues and earnings are reviewed. Then, the entire company engages in a fun activity such as a bike ride over the Golden Gate Bridge. Encouraging employees to recommend innovative ideas is another way they keep a focus on what is important. They've suggested and/or managed new projects from Doggy Day at work to starting philanthropies. “When you put all of these elements together, you get a community that challenges you professionally, yet supports you emotionally and even physically,” says company president Darcy Horn Davenport. “PNC was recently certified as a Great Place to Work. We're extremely proud because it's based on feedback from current employees.”

At Citigroup, the financial services firm headquartered in New York, more than 100,000 of the company's employees participate in a company-wide performance management system, with managers tracking goals—and tracking employee performance against the goals. Citigroup has developed a series of competencies and attributes linked to its core values, known as its shared responsibilities, which include such things as providing clients with superior products and services and always acting with the highest level of integrity. The company holds all managers accountable through the performance management system for delivering these attributes and competencies.

Allied Irish Bank closed seventy branches and laid off 13,000 people after the Great Recession. To drive commitment for a recovery, the bank ran a Gallup engagement survey, helped leaders understand their scores, and helped them learn skills to improve those scores. They also shared best practice stories, provided one-to-one coaching for 700 leaders to help engage their teams, and hosted an online “brand jam” to get employee input. These strategies helped drive ownership of the brand values. The bank also refreshed the tone of voice of its internal communications, going from extremely formal legalese to more positive, future focused, simple, and human. Overall engagement changed from 81 percent to 86 percent, the greatest increase in Europe that the Gallup organization has ever seen. Absenteeism also dropped, saving €1.2 million.

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The point is that you always have to maintain credibility. That requires a sixth sense, one that tells you when your credibility is in question. You know it. You can hear it out on the shop floor. You can feel it. To be a good manager, you have to have that sixth sense.

—JACK STACK, CEO, SRC

Accellent, a leading medical device supplier and maker of small parts for heart transplant catheters and surgical instruments, with fourteen manufacturing facilities in twelve American states as well as operations in Germany, Ireland, Mexico, the United Kingdom, and South Korea struggled with employees understanding all the good things the company was doing. To address this need, Accellent interviewed patients who had used some of their products, created posters that featured the patients' faces and personal stories, and put them up in all of their offices. The effect has been amazing. Overall engagement has continued to increase year after year, due in part to the fact that people truly understand the good their work is doing. Says Tricia McCall, senior vice president of human resources:

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It started a conversation. People understood that they were making a difference. Quality and performance improved. We asked, “How do you get folks to never take a shortcut, to always do their best work?” You help them think about what they're making and how important it is.

Do all workers understand the mission of the company, the philosophy of senior management? To really feel included in the corporate culture, workers should know why the company exists, its basic values, and the ways in which it cares for its customers.

—RICHARD ROSS, PRESIDENT, TRI COMPANIES

CASE STUDY: CREATING A NOBLE CAUSE CAN DRIVE ENGAGEMENT

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William B. Luciano, executive vice president of NeuKinetics Wellness (a division of NeuVanta) offers his thoughts on employee engagement:

The cornerstone to engaging employees is to find a way for your company to exist for a cause higher than just profits. I call it a noble cause. This noble cause drives great workforce job satisfaction, which creates overall happiness within its coworkers, which in turn circles back to strong workforce engagement. There is no better example than our company, NeuVanta, which is dedicated to helping those with Parkinson's, a devastating neurological disease that makes everyday activities like walking extremely difficult.

There's a remarkable sense of accomplishment in being a part of a company and program that can alter the progression of Parkinson's for the millions of people with the disease. But not many companies can have such an altruistic mission. Or can they?

For many, working for a company that offers high salaries and generous benefits would be an easy decision. After all, big salaries should create workforce happiness, which should create job satisfaction and engagement within the company—right? Wrong. Without a noble cause as part of an organization's mission, the motivational effects of money on employees quickly wear off. They want more money, and when that isn't forthcoming, they become disengaged. We need money to live, and certainly there is a threshold of monetary reward the company must meet for its employees, and sharing in the overall success of the company is equally important. However, money alone will never create an engaged workforce, but having a noble cause will.

So how could a company continue to create a feeling of engagement among its employees? Here is what we do:

First, we demonstrate how pleased customers are with our product. We show employees letters of appreciation from customers. Our employees participate in customer and supplier focus groups to help shape the services we provide, and we show them how the products they produce are creating a better world. This can be very rewarding for employees.

Second, we have a workforce that is incredibly connected with our product line on a personal, one-to-one level. This is powerful because every employee is touched personally by the market we serve. Everyone knows a family member, friend, or neighbor that is affected by Parkinson's or older adult balance issues. There are 1.5 million people with Parkinson's disease, and another 17 million who experience balance problems that result in falls over the age of sixty-five. The more employees are personally engaged, the more they begin to care about the job they do and better serve external and internal clients. And in some small way, they begin to reflect on what this company means to all their coworker friends, and how their own job contribution truly matters.

Third, we have a company culture that truly cares about the people it serves. The company and its employees need to give of themselves—their time and toil—by volunteering. And it all starts at the top. Management in our company voluntarily serve on local Parkinson's boards. For lower-income areas, we often donate our program to a local Parkinson's group to use for exercise programs. By giving more of our time, caring more about the market we serve, there truly is no better feeling in the world than to be part of a company that rallies around a personal cause for a person or group of people in need.

Whatever your culture, values, and guiding principles, you have to take steps to inculcate them in the organization early in its life to guide every decision, every hire, every strategic objective.

—HOWARD SCHULTZ, CEO, STARBUCKS

Research has demonstrated that human interaction creates the most happiness, whether it's close family bonds, best friends, or strong workforce ties. I've been in sales all my life. I know, when I walk into a client's office, I'm representing everyone in the company. It's a powerful incentive to do my best because I know they depend on me, as well as their families! Every individual within the company has that same level of job responsibility to each other and should feel the same. And leadership conveys this message. As leaders, we must make sure they understand that each person in the organization is truly responsible in some way for everyone else in the company. The personal ties really drive home this point, make it believable, and make the company's work meaningful—and that is what engages employees. So as a leader, make it a point to have your employees really get to know each other. The culture of leadership maintaining an arms-length relationship with their employees is dead. When employees truly care about each other, they will naturally become engaged in the common bond of their company—for the betterment of their coworkers, themselves, and ultimately, the business.

A business has to be involving, it has to be fun, and it has to exercise your creative instincts.

—SIR RICHARD BRANSON, FOUNDER, THE VIRGIN GROUP

GRACIOUS SPACE: SPIRIT, SETTING, INVITING THE “STRANGER,” AND LEARNING IN PUBLIC

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At Hearthstone, a retirement living facility located in Seattle, Washington, they have a yearly theme to help drive the focus of all members of the organization. The theme for the previous year was “Be kinder than necessary.” The current year's theme is “Show your gratitude.” John Paulson, the organization's chief human resource officer, says the themes help to engage employees to “bring their best self” to work every day. “I found the Center for Ethical Leadership's concept of gracious space to be an excellent training tool to elevate our ‘serve’ philosophy and allow all of us an opportunity to truly reach our potential.” Here is a brief synopsis:

Spirit: Intentionally Create a Supportive Environment

Gracious space calls forth attributes such as compassion, curiosity, and humor that we each embody. When we bring these attributes with us into relationships, we are “being” gracious space. The spirit of gracious space includes the spirit you bring, the spirit of the group, and tapping into a greater spirit of the work. The spirit of gracious space helps us to be the change we want to see in the world.

Setting: Pay Attention to the Physical Environment

Gracious space has a physical dimension that can support or impede our ability to work with others. By paying attention to simple hospitality, comfort, and the diversity or history of a place, you can create a thoughtful setting of gracious space. Setting includes ensuring the approach complements your goal and being intentional about adding items that can enhance gracious space.

Invite the “Stranger”: Intentionally Seek the Other

This is the willingness and ability to welcome the other and seek out people, ideas, and perspectives—even if these are different, inconvenient, or uncomfortable. Inviting the stranger asks us to determine who we need in the room, who or what is the stranger or strange idea, and what we can learn from the stranger. We need the stranger when considering complex and new ideas, lest we take narrow-minded or short-term actions. It's helpful to remember we are each the stranger to someone else.

Learn in Public: Let Go and Open Up to Possibility

In gracious space, people listen more and judge less. Learning in public asks us to suspend judgment, take risks, and pay attention to our learning. It asks us to see difference as an opportunity to learn something new. In this space, we can work better across boundaries, share diverse perspectives, work through conflict, discover transformative solutions, and carry out innovations for change.

To Create Gracious Space

  • Bring your spirit.
  • Attend to the physical setting.
  • Invite the “stranger.”
  • Learn together.
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