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Coaching, Teaching, Consulting: What’s the Difference?

coaching, consulting, teaching

As the Senior Director of Adaptive Leadership for the Achievement First Charter School Network, I coach for the full range of leadership roles with a focus on emotional intelligence. I’ve been developing leaders for over ten years, but I’d like to tell you a story about how I learned to develop the emotional intelligence competency of Coach and Mentor early on, and how that lead to a refined understanding of the differences between coaching, teaching, and consulting.

The Muddled Approach

David seemed to be struggling to manage his time and take decisive action. This surprised me, as I promoted him from team lead to department manager because of his incredible organization and effective problem solving. So, I dove into developing David’s personal organization system. But that seemed fine, and our work there didn’t improve his performance. David then told me that he just needed a thought partner to solve new kinds of challenges. I shifted to that, assuming that David would learn over time if I lead him to, or just told him, the right answers the first time. Several weeks passed and I realized that David’s task management only got better on the challenges we discussed in our meetings, but not on other issues where I anticipated he’d make progress on his own.

At this point, I wasn’t sure what more I could do for David. There was something going on here that I doubted I could teach him. I began to wonder whether David had the skills and abilities that his role required.

So what went wrong? Ultimately, this is an unfortunate unfolding of events, because I attributed a weakness to David that was actually about my own failure to give him what he needed to grow.

When Teaching and Consulting are Not Enough

Back then I would have told you that I was coaching David, and many managers would agree with me. Since then I have learned from the International Coaching Federation (ICF) and my mentors at the Teleos Institute that I was actually teaching and consulting, not coaching. I have learned in my own work that knowing the difference and being able to match the right approach to the right growth area is critical to developing leaders.

So far in my David story I had been teaching (modeling, practicing, and giving feedback on a skill) and consulting (giving advice and co-creating). I had pushed on his observable skills and knowledge because I assumed that I could SEE David’s obstacle to growth. This would be true if David’s growth area were just a skill gap, but David kept hitting a brick wall. Strong managers who coach know that when someone like David hits a wall with technical skill development, there’s something deeper going on, an obstacle to growth that we can’t see.

In their training related to Daniel Goleman’s Emotional Intelligence model, Korn Ferry Hay Group uses the metaphor of the iceberg to explain that there is a whole set of characteristics we have that are hard to see, and that play a role in our ability to develop new competencies.1

It is easy to see the skills and knowledge that are the “above the surface” part of the iceberg. It’s harder to see values, self-image, and motives. Sometimes these deeply personal characteristics “below the surface” get in the way of our growth. Teaching and consulting alone won’t work when the challenge is below the surface. That’s when we need to coach.

Knowing When to Coach:  Technical vs. Adaptive (Or Skill vs. Will)

The concept of technical vs. adaptive challenges has helped me make the right decision about when to coach as a manager. Technical challenges require us to learn new skills and knowledge about something we’ve already got in our wheel-house, and that is consistent with the way we see the world.

Adaptive challenges go beyond skill and knowledge acquisition. They demand a shift in the way we see the world and ourselves. If it’s adaptive, it hits us below the surface at our values, character traits, core motives, and beliefs.Quite often, as in David’s case, managers who attack technical skill building quickly discover that the obstacle is actually adaptive. When skill growth stagnates, strong coaches ask themselves a simple question: “Is this a skill issue or a will issue?” When they sense an adaptive or will-related challenge they pivot to coaching. Strong coaches will move back and forth between teaching, consulting, and coaching over time, but they always make a deliberate choice about which hat they are wearing.

A good coach helped me realize that David’s obstacle was an adaptive one. I stopped teaching him how to organize his time and consulting him on technical problems, and I started asking him questions. We dissected specific times when he was getting stuck and I asked him how he was feeling and what was going on in his head in the moment. We discovered that David’s greatest strength, his analytical mind, was turning against him in the face of multiple new challenges and his ensuing feelings of incompetence. When a new challenge came up, David got so in his head about the many potential solutions and his inability to choose that he defaulted to answering email or executing tasks that made him feel successful.

Our coaching shifted to how he could self-manage his limiting emotions and behaviors, and manage his brain so he could settle on one sound decision. I deeply believe that managers can coach. The key is to know when to coach, and to shift our focus to what’s below-the-surface. If we can accept that we don’t have the answers there, then we can facilitate a conversation that helps our people surface their unseen obstacles and tap into their full potential.

To summarize the difference between these three approaches

Teaching is when a manager models, guides practice, observes practice and gives performance feedback, and is appropriate when someone has a skill or knowledge gap.

Consulting is asking guiding questioning, giving advice, and co-creating, and is appropriate when someone needs a thought partner to help solve problems.

Coaching is supporting someone to uncover their internal obstacles and to learn how to manage them, and is appropriate when a manager realizes that skill and knowledge gaps are not the primary obstacle to performance.

Recommended Reading:

coach and mentor competencyIn Coach and Mentor: A Primer, Daniel Goleman, Matthew Taylor, and colleagues introduce Emotional Intelligence and dive deep into the Coach and Mentor Competency, exploring what’s needed to develop this capacity in leadership.

In a relatively short read, the authors illustrate the valuable skills needed to foster the long-term learning or development of others by giving feedback and support.

See the full list of primers by topic, or get the complete Emotional Intelligence leadership competency collection!

References:

  1. Hay Group. “What is a Competency” from Hay Group Accreditation Training Presentation (Boston, MA, 2013).
  2. Ronald Heifetz and Marty Linsky, (2002) Leadership on the Line: Staying Alive through the Dangers of Leading. (Boston, MA: Harvard Business School Publishing, 2002).

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Want High Performing Teams? Invest in Coaching and Mentoring

coach and mentor emotional intelligence

Investment in coaching and mentoring activity can have a positive, or even transformative, impact on leader effectiveness. By focusing on coaching and mentoring, leaders can help their team develop Emotional and Social Intelligence (ESI) competencies and minimize the impact of the negative aspects of organizational culture on performance. These are some of the results of my analysis of in-depth interviews with 42 leaders, which included use of the ESI model developed by Daniel Goleman and Richard Boyatzis.

Successful coaching and mentoring is seen in leaders with a commitment to career-oriented development of others.

This includes guiding others to identify and follow through on their own strategies for improvement. Since many of the leaders I interviewed had lengthy and successful leadership careers, it was not surprising that this topic was the second most frequently referenced competency identified in the study. This competency is exemplified in leaders who:

  • Recognize others’ strengths
  • Provide ongoing performance improvement-oriented feedback
  • Encourage others

Participants also clearly expressed that their own career successes were linked to the higher performing teams they created through consistent coaching and mentoring. Many stressed the importance of this approach, often reporting that it accounted for 15-20% of their time.

The participants in my study said that mindfulness helped them develop the level of self-awareness and social awareness they needed to identify how to coach and mentor in an effective way. This included identifying interpersonal cues needed to determine whether or not their behaviors were having the desired effect. A part of this process also required leaders to regularly reflect upon what others need, and how to use that understanding in a way that their subordinates and peers would respond to.

Many leaders also reported coming to the realization that a leader/follower relationship is one of co-dependence. Therefore, the leader must systematically let go of thoughts and behaviors motivated solely by their personal interests. Instead, they began to base their decisions on two core values that appeal to everyone:

  • Delivering clear value to the organization, and
  • Ensuring that subordinates are able to do so as effectively as possible

The Value of Coaching and Mentoring

The leaders I interviewed indicated that much of this activity was voluntary on their part. However, they also reported that their commitment to coaching and mentoring was well worth the investment of their time, and linked it to numerous benefits, including:

  • More innovation and voluntary contributions from direct reports
  • Greater team and individual autonomy
  • Improved team synergy and performance
  • Reduced workload and less stress for the leader

Participants described the creation of strong, intra-team relationships that helped to address negative aspects of organizational culture, such as concerns about job security and disruption within the workplace. For example, subordinates responded positively to development efforts that increased their market value and ability to advance and/or move laterally, if needed. Leaders also provided examples of their efforts contributing to an enduring, trust-based professional/personal network that transcended individual organizations.

Authentic, supportive relationships that extend beyond traditional workplace boundaries were specifically linked to improved team output as well. For instance, leaders commented on the value they experienced by openly sharing stories of personal struggles interfering with their workplace performance. They also reported making a point of identifying when their direct reports and peers seemed to be having similar difficulties, and proactively creating a channel for safe, open dialogue focused on helping.

Coaching and Mentoring in Action

The leaders in my study identified a variety of forms of effective coaching and mentoring activity. A common strategy was obtaining organizational resources to support training requirements. However, the way in which leaders interacted with their direct reports on a daily basis was also a key part of their approach. For example, a senior manager with a global engineering and manufacturing firm described an emphasis on “stretch assignments” and cultivating autonomy: “… I step back and allow people to lead me so that I am supporting them and giving them the courage to do something that they are not used to doing.”

Examples like this showed that leaders were capable of utilizing the scaffolding concept for supporting learning and development set forth by Dixon, Carnine, and Kameenui. This strategy reflects an understanding of the importance of a knowledgeable person being available to provide input and direction during the process of development, with the aim of gradually transitioning to independent action.

Another senior leader, with a major international manufacturing company, focused discussion on the value of action-oriented feedback: “…I just said that it’s really important that you ask these questions during your interaction with the client… it would’ve been a much more natural part of their conversation, rather than me entering into that conversation later.”  This illustrates the importance of utilizing highly contextualized, task-centered interventions to develop understanding of the processes and interrelated variables involved in solving problems. The importance of this level of understanding has been explored in the work of  Weick and Roberts and leaders described developing it with a method that aligns with the Direct Instruction model for improving skill acquisition and retention.

Getting Started

In addition to making a sincere effort to make training and development resources available to subordinates, a strategy for effective coaching and mentoring activity also includes the following:

  • Equal participation of subordinates in performance plan design
  • Creation of a vision for an “ideal working relationship” between leader and follower
  • Agreement on, and full understanding of, measurement criteria and progress tracking
  • Modelling mutual respect (turn off your devices during meetings), and
  • Inclusion of stretch assignments coupled with supportive, yet constructive, feedback

Based on what leaders told me, I recommend working towards an intermingling of mindfulness practice and coaching and mentoring activities. For example, maintain focus on the importance of diligent, daily coaching and mentoring activity, as well as the reasons for making it a priority. In this context, give additional attention to the competencies of empathy, emotional self-control, and influence as enablers of your commitment to develop others. This, in turn, will help you identify activities and opportunities for achieving those goals.

 

Recommended Reading:

coach and mentor competencyIn Coach and Mentor: A Primer, Daniel Goleman, Richard Boyatzis, and colleagues introduce Emotional Intelligence and dive deep into the Coach and Mentor Competency, exploring what’s needed to develop this capacity in leadership.

In a relatively short read, the authors illustrate the valuable skills needed to foster the long-term learning or development of others by giving feedback and support.

 

 

 

 

 

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The Role of Trust and Intuition in Mentorship

Acting as a coach/mentor is one of the best expressions of leadership and, in particular, mindful leadership. An engaged and connected leader doesn’t see coaching or mentoring as an act to be performed or a checklist to be completed, but rather a way of being in the workplace, leading by example and having the time to offer constructive feedback.

I want to share some examples to clarify the coach/mentor relationship and how it might work with an employee. The examples are not meant to be comprehensive, but rather to illustrate the many facets of mentoring. They come from managers and employees I have worked with who shared their experience with me.

Tap Into Intuition

Jane and I worked together for 4 years. She was a Director and I served as CEO. When asked for an example of mentoring, she said that I consistently encouraged and supported her to check in with her heart and her gut. She remembered me saying that there are a million rational reasons to make a case for or against something, but each one of us has an intuition to connect to. This idea resonated with her and she continues to practice self-awareness, identifying and paying attention to that instinct/intuition when she is making decisions.

Similarly, Julie described a situation with a customer that she brought up with our leadership team because of some specific violent and threatening behavior. She wanted the leadership team to be aware of the situation. Everyone jumped in with their opinion about what she should have done and what she should do next. She remembered me interrupting the discussion and asking her if she knew what she wanted to do. She said she did. I said, “Then it’s done, and our job is to support you in executing your decision.”

Julie, like Jane, worried whether or not she’d made the right decision and if there might have been a better decision. In reflecting on this almost a decade later, she understands that there wasn’t a right answer, but rather the best one for her, her department, and the customer at the time. She said that, in that moment, having a supportive boss helped her see the significance of staying true to herself and her gut instinct and in turn the importance of supporting others who worked for her to be true to themselves.

The takeaway from these two examples for the coach/mentor is understanding that your role is not to try to make everyone be like you. Each of us has an authentic style and when we make decisions or act in congruence with who we are it will invariably be better for ourselves and the business.

Cultivate A Climate of Trust

Rebecca, VP of Operations for a natural food company, was trying to manage a situation in which one of her senior managers, Betsy, was having personality differences with the founder/owner of the company. Rebecca fell into the trap of micro-managing Betsy because she was afraid that if Betsy did something the owner didn’t like it would reflect back on her. The result was that Betsy didn’t feel supported by Rebecca or the owner and Rebecca felt continual fear and stress that something was going to go wrong. This dynamic escalated to a palpable tension that permeated the organization. Betsy’s performance declined. She felt frustrated and discouraged. Rebecca and I discussed the situation one day. During that conversation, Rebecca realized that her fears had caused her to lose sight of Betsy’s strengths and abilities. Once Rebecca could see beyond her fears, she was able to see Betsy’s strengths, reset her attitude, and offer Betsy the respect, feedback, support, and trust she needed. Betsy began to work better with the founder/owner immediately. She also began to regularly exceed Rebecca’s expectations. What surprised Rebecca the most was that Betsy started to seek out Rebecca for advice and was open to Rebecca’s feedback and help. Rebecca shared with me that my encouragement to cultivate a culture of trust helped her realize that instead of her worst fears coming true, she was able to get the most out of the people she worked with.

Bob, a manager who was a peer of mine, remembered that working with one of our senior managers created tremendous anxiety for him. He shared that my simply being available to validate how he and others on the team were feeling was a tremendous help. He said it was good to have someone less reactive than he was to kick around ideas on how to best deal with her. He believes that having someone with a calm disposition to work with enabled him to think with a clearer mind and made him more productive.

Take Time To Coach

As a leader, your responsibility is to the individuals with whom you work. It is your job to create an environment that will allow them to grow and flourish. The gift of the leader is the experience, insight, and understanding of how people and businesses work.

Coaching and mentoring is the vehicle for sharing your experience with others, and adapting it to their personalities, sensitivities, needs, and motivations to help them succeed.

You do this not because you have to but because you want to. Be available, listen for subtle and not so subtle clues or uncertainty, pay attention to your team, and get to know their idiosyncrasies. The effective coach/mentor takes the time to provide clear, direct, and supportive feedback in the moment. It may not always be convenient for you, but it is essential for your team members.

Recommended Reading:

coach and mentor competencyIn Coach and Mentor: A Primer, Daniel Goleman, Richard Boyatzis, and colleagues introduce Emotional Intelligence and dive deep into the Coach and Mentor Competency, and what’s needed to develop this capacity in leadership.

In a relatively short read, the authors illustrate the valuable skills needed to foster the long-term learning or development of others by giving feedback and support.

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How Meditation Fuels Emotionally Intelligent Leaders

meditation and emotional intelligence

Not many of my readers know this, but long before I started writing about emotional intelligence and leadership effectiveness, I studied meditation. I started back in my college days, and found daily meditation calmed my undergraduate jitters and helped me focus better. To get a scientific look at what I had experienced, I did my doctoral research in psychology at Harvard University on how meditation might help us be less reactive to stress.

Back then, there were but two scientific studies of meditation I could point to. Today, there are more than 6,000. This past year or so, working with my friend since grad school, Professor Richard J. Davidson, a neuroscientist at the University of Wisconsin-Madison, we used rigorous standards to review all that research. We share the strongest findings in our book, Altered Traits: Science Reveals How Meditation Changes Your Mind, Brain, and Body. While 99 percent of the studies failed to meet these standards, about 60 – one percent – were first-rate. They make a convincing case for the positive, lasting effects of meditation.

Meditation and Emotional Intelligence

While continuing my interest in meditation, over the past 20+ years, of course, I’ve studied and written about emotional intelligence and its powerful role in high performance and leadership. My colleague, Richard Boyatzis of Case Western Reserve University, and I developed a model of emotional and social intelligence that centers around twelve learned and learnable competencies. Now when people ask me how to develop those competencies, my response often includes the power of meditation to strengthen emotional intelligence.

It’s not that meditation makes you expert in all twelve emotional intelligence competencies. Not at all. Exhibiting these at a high level takes specific learning, particular to each competence. But meditation has some general impacts that can help upgrade several of these leadership skills.

For example:

Emotional Self-Awareness supports development of all of the emotional intelligence competencies, simply because it allows us a way to monitor and evaluate what we do and how we think and feel. Mindfulness meditation cultivates emotional self-awareness, helping us develop the mental ability to pause and notice feelings and thoughts rather than immediately reacting. Seeing our thoughts as just thoughts, and feelings as just feelings gives us a platform for choosing more skillfully how we react, or to change for the better what we habitually do.

Emotional Self-Control means that you are in charge of your disruptive reactions, rather than your feelings controlling what you do. I’ve written extensively about the executive centers of our brain (the prefrontal cortex) and the fight-or-flight emotional centers (and their trigger, the amygdala). Research now shows that regular practice of mindfulness meditation builds the pathways between the amygdala and the prefrontal cortex so that the calming, thoughtful influence of the prefrontal cortex can curb the knee-jerk reactions of the amygdala.

Empathy – tuning into and reading accurately how others feel – helps us manage our relationships. While emotional self-awareness helps you know yourself, empathy means being able to understand the thoughts and feelings of the people around you. My new book Altered Traits reviews several studies that show certain kinds of meditation enhance empathy – for example, just eight hours of a form of meditation known as loving-kindness or compassion meditation has been shown to strengthen our mental brain’s circuitry for empathy.

Conflict Management
Conflicts big and small are inevitable in work and in life. Being able to understand different perspectives and effectively work toward finding common ground is an essential skill for leaders at all levels of organizations. The building blocks of skillful conflict management include the other three competencies I mention above. Before we can manage conflict effectively, we need to recognize our own disruptive feelings and manage them. We also need to understand the feelings and perspectives of others. Just as mindfulness meditation supports development of the skills for knowing our own feelings and controlling them, those skills enhance our ability to manage conflict.

Emotional intelligence means being skilled at a variety of competencies. Meditation alone will not make you excel in these skill sets, but it can help. To become adept at the competencies, get a strong foundation by first learning to become aware, to focus, to interact with others in a constructive and meaningful way. These abilities are exactly what meditation helps to cultivate.

Recommended Reading:

Altered Traits audio coverAltered Traits is the newest book by bestselling author Daniel Goleman and neuroscientist Richard J. Davidson. Through thoughtful analysis of countless studies, the authors offer the truth about what meditation can really do for us, as well as exactly how to get the most out of it. At the heart of what Goleman and Davidson aim to impress upon readers and listeners is that beyond the pleasant states mental exercises can produce, the real payoffs are the lasting personality traits that can result.

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Influence: A Cornerstone for Effective Leadership

influence-leadership-emotional-intelligence

Influence is one of the competencies in the Emotional and Social Intelligence (ESI) model developed by Daniel Goleman and Richard Boyatzis. Not surprisingly, it has been empirically linked to increased leadership performance, but understanding exactly how to wield this capability is far less obvious.

Leaders who have developed the Influence competency are effective at using multiple approaches to produce outcomes, such as:

  • Appealing to the self-interest of others
  • Cultivating alliances with key people
  • Engaging in discussion that leads to support
  • Building consensus

Influential leaders also possess a stronger ability to capture the attention of others, and both anticipate and adapt to responses or objections.

How Influence Contributes to Leadership Effectiveness

Influence interrelates with empathy and other ESI competencies, and also requires strength in the ESI domains of self-awareness, self-management and social awareness. To be effective, a leader needs the capabilities and insights provided by these strengths, since without them they will struggle with identifying how to be of service to others. They will also be ineffective at determining whether or not their attempts at communication are being received as intended.

Successful leaders realize that influence is critical to their effectiveness. For example, those who have studied leadership know that influence forms the basis for an academic definition for leadership recognized by many scholars: “Leadership is the process of influencing others to understand and agree about what needs to be done and how to do it, and the process of facilitating individual and collective efforts to accomplish shared objectives” (Gary Yukl, Leadership in Organizations (5th ed.) (Upper Saddle River, NJ: Prentice Hall, 2002), 8.).

The leaders I interviewed in my 2016 study – on leadership, mindfulness, and emotional intelligence – linked influence to developing the ability to accurately identify the needs and motivations of others. An example includes the HR head for a leading global manufacturing firm who developed a working understanding of how influence relates to workplace results, saying “…when you really relate to another person, you’re able to gather a lot more information about how to influence the situation, or influence the outcome,” and “…you can connect with them on different levels and therefore influence them better.”

Effective leaders also realize that subordinates and peers are more productive and loyal when they act out of their own choice rather than being ordered or pressured. As a result, they focus on developing their ability to identify opportunities for mutually beneficial working arrangements, which also excludes behavior that may be perceived as self-serving, or manipulative. On the contrary, discussion of the way in which mindfulness contributed to influence indicated participants’ realization that sincere interest in fulfilling others’ needs was an effective basis for becoming more influential.

How to Become More Influential

Keep in mind that coworkers are typically worried about being left in bad situations by those they depend on. This means that the trust-based aspect of influence must be developed over time. It is built upon a foundation of quality interpersonal interactions, and consistent delivery of mutual value. Therefore, authentic, timely, and highly professional follow-through on commitments are a cornerstone of the Influence competency.

When considering ways to strengthen your ability to influence others it’s also important to focus on the point that leadership effectiveness requires the participation of others. From that standpoint it helps to monitor your interpersonal interactions to ensure that you are demonstrating professional competence and integrity. This includes understanding the individual and organizational values that others base their judgements upon, which I explore in my article How to Tune In to the Unspoken Rules of an Organization.

With this as a starting point there are some simple questions you can consistently ask yourself to help you stay focused on becoming influential:

  • Why might others think you are insincere and how can this be addressed?
  • Do you always follow-up on your commitments and fulfill your promises completely?
  • What skills, experiences and attributes can you demonstrate that are important to others?
  • How can you regularly evaluate your answers to the above through impartial feedback?

You should also spend time reflecting on past outcomes that were unsatisfactory. You can use the previous questions to learn from these experiences and identify opportunities to become more influential should similar circumstances arise in the future.

If you are intent on improving your ability to influence others, you must remain aware of the fact that influence often only exists when others have confidence in you. The cooperative nature of this equation makes the quality of interpersonal relationships even more significant. For this reason, developing influence will be aided by additional attention to empathy, emotional self-control, organizational awareness, conflict management, and adaptability.

Recommended Reading:

In Influence: A Primer, Daniel Goleman, Peter Senge and colleagues introduce Emotional Intelligence and dive deep into the Influence competency. In a relatively short read, the authors illustrate the valuable skills needed to guide others in realizing the value of your ideas and point of view – not for the sake of exerting blind command, but to collaborate towards a positive vision with empathy and awareness.

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Leader’s Perspective: What Separates The Best from the Rest in Leadership

 

What inspires us to be better leaders? Was it a particular boss, a powerful article or a significant experience? For me, the answer is relatively simple. Taking time to reflect on people I have worked for and with as well as countless other experiences as both a manager and a parent, I can single out the most important lesson I have learned about leadership.

I was ten years old and my paternal grandfather shared a lesson with me from his time in the U.S. Marine Corps. What he shared was simple, easy to understand and has stuck with me throughout my career in leadership. The lesson was that to lead a group of people, one only needed to know four things. He said that if I got these four things right, whoever I was leading would “follow me into the jaws of Hell!” This painted a vivid picture for a ten-year-old and is probably why I’ve not only remembered it all these years, but have put them to practice and have come to know first hand that he was right.

My Grandfather’s 4 leadership musts:

  1. Make sure my team has dry socks
  2. Make sure they have full bellies
  3. Treat them with Respect
  4. Above all, treat them as Equals

This may be sound advice for a team of Marines on the move, but for business?

Dry socks and full bellies

Let’s break it down. Ensuring your team has “dry socks” and “full bellies” is an easy concept to translate to the world of business. Let’s assume dry socks and full bellies are surrogates for basic needs, safety, comfort, etc. This may take different forms in different business environments, but essentially we are making sure people get paid sufficiently, have a decent environment to work in, etc. It is Maslow’s Hierarchy of Needs in practical terms. In my experience most businesses are able to address these basic human needs, but by themselves these aren’t enough.

Respect

The third item the Colonel instructed was “treat them with respect”. What does this mean? In many hierarchical structures it is often those at the top of the hierarchy who demand “respect” from those at the bottom. They may develop a sort of begrudging politeness and respect for their position but not the depth of respect that is the hallmark of good leadership.

What we are talking about here is the difference between “treating someone with respect” due to their position in the hierarchy and “having respect for someone” because they are fellow humans.

On the surface this sounds self evident, but in my experience fewer leaders/managers are able to embrace this step than the first two. Why is that? I don’t believe that it is because these managers don’t care about their employees. I think they care, but maybe about the wrong things. Often they see the team as “their” employees, and co-workers are often seen as tools to get the jobs done. Ironically, most managers have been the employee at some point and quickly upon assuming the mantle of management they forget what it was like to be in the shoes they just vacated. Additionally, some managers try to keep a distance from their employees knowing that they may have to discipline them in the future. They may also worry that these employees might one day decide to leave the organization and move on in search of brighter pastures.

The mantra becomes “don’t get too close, keep it professional” and is achieved by maintaining your distance by not connecting. I don’t think that’s what the old Marine was getting at. He’d lost plenty of soldiers to combat, reassignment, the end of their enlistment, or post-war reductions in force. I think he was getting at this essential idea””treating your team with respect requires two conditions to be present: self-awareness and connection.

Developing self-awareness of what motivates you, what triggers you, and a clear sense of your emotional and physical boundaries is critical. If you know what’s yours, you won’t be inclined to take on another’s baggage. If you are self-aware, you are likely cognizant of personal work you need to do and similarly are accepting if not comfortable with some of your vulnerabilities or shortcomings. This makes it possible for you to lead with confidence, identifying the qualities you need on your team and allowing those with skills you may not have to step up and participate fully. You don’t need to have all the answers””as long as you are aware of this and don’t see it as a flaw, but rather the way it is.

When you are able to know and respect yourself, you can respect others as individuals. This is an essential quality in good managers and leaders alike. It’s not something you are born with but something you have to work to develop. It necessitates stepping away from the ego-centered label of who you are and where you fit in the hierarchy and into the reality of who you are. As Steve Miller sang, “The question to everyone’s answer is usually asked from within.”

Equality, Even In Hierarchy

In the context of the qualities of leadership outlined by the Colonel, connection is just what it sounds like: knowing the people you work with and letting them know you. Caring about them as more than simply tools to accomplish the task, but as whole people with hopes and dreams, imperfections, joys and sorrows. You need to have enough confidence to show them who you are, sharing that you are more than just the boss, you are a human being who also has hopes and dreams, even imperfections.

In a business hierarchy this can be a challenge. As you open up and show your vulnerability, your caring, and your humanity, you will start to notice little things. You learn about people’s lives, and yes, this makes it all the more difficult if one day you have to lay them off or fire them. This is the whole point of connection! People matter and when you have to let someone go, it makes sense that you would feel some loss. It doesn’t mean you shouldn’t let them go, but in feeling that grief you know that they are important to you as people, not just as tools. When you find yourself grieving the person, not necessarily the job they were doing, you have arrived at the fourth stage. You experience equality with them, not in the hierarchical sense but in the true sense of being equal as a human being. This in no way undermines the authority of the hierarchy, but it cements a personal connection that can be every bit as valuable in terms of your leadership as your position in the organizational structure.

When you show up with self-awareness and connect, people will gladly follow your leadership. It may not happen immediately: your very position in the hierarchy makes you someone to fear. You have the power to hire and fire. You can misuse your authority. I think the last piece of this is something the Colonel didn’t specifically state, but is implicit in treating our teams with respect and as equals, and that is trust.

Your job won’t make you trustworthy. There is no mantle of trust that will be conferred upon you based on your position in the hierarchy.

This is something you have to earn through your own self-awareness and willingness to connect authentically with your team. You are going to have to show your team and prove to them that you are self-aware, willing to connect and can be trusted. When this happens, you will have formed a team that will have your back, as you have theirs. A team that is not only capable of, but a team that will perform great things and in so doing with metaphorically “follow you into the jaws of Hell”.

Recommended Reading:

Learn more about the intersection between leadership and emotional intelligence in our new Primer series, featuring Daniel Goleman, Richard Davidson, Peter Senge, and other thoughtful contributors. Primers available are:

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How to Influence with Emotional Intelligence

 

Today marks the release of Influence: A Primer, the latest in the Building Blocks of Emotional Intelligence series, which explores the 12 EI competencies of leadership developed by Daniel Goleman and Richard Boyatzis. Influence is a competency not often associated with Emotional Intelligence, yet it is essential to leadership as a social skill in order to make progress and get things done through – and with – others.

To help clarify this relationship, and illustrate the style of influence covered in our primer, we thought we’d share a few excerpts and quotes. The primer itself is available now for only $9, and will cover all of this in much greater depth, yet in a concise format you can read in less than an hour and fit in your pocket!

What is Influence?

Influence is a social competency. Leaders who are equipped with the emotional self-awareness and self-control to manage themselves while being adaptable, positive, and empathic can express their ideas in a way that will appeal to others. Influence is necessary for any leadership style, and can be done in a way that is meaningful and effective or fraught with resistance.

Leaders competent in influence will gather support from others with relative ease and are able to lead a group who is engaged, mobilized, and ready to execute on the tasks at hand. This is how real progress is made, how extraordinary successes are accomplished. How does a leader leverage these abilities to become influential? That is the focus of this Primer.

Daniel Goleman:

With the Influence competency, you’re persuasive and engaging, and you can build buy-in from key people.

You can’t order people to do what you want, you must persuade or inspire them to put forth their best efforts toward the clear objective you have defined.

Influence competence draws on empathy””without understanding the other person’s perspective and sensing their feelings, influencing them becomes more difficult.

Richard Boyatzis

The core intent of the Influence competency is a desire to get someone to agree with you. The behavior that demonstrates this competency is doing things that appeal to their self-interest and anticipating the questions they would have.

To the extent that we have a sphere of influence””and we all do in our families, with our friends, at work””we are leaders. Everyone is a leader in this sense.

Peter Senge

Real change often happens informally, with people who are good listeners, respectful of their culture, and who look for windows of opportunity.

Don’t worry about “getting everyone on board.” Instead, build a critical mass of people who have influence and then support them in spreading their influence.

Where there are matters you care about deeply, let go of the moral high ground of thinking “I’ve got to get people to do this,” and find where your interests and others’ naturally intersect.

Vanessa Druskat

Emotionally intelligent leaders typically recognize that team collaboration requires effective team member interactions, and such interactions are built upon the trust that grows out of relationship-focused norms and behavior.

In our work, we have found “emotion resources” or tools to be one of the most effective ways to enforce or reinforce team norms and, thus, to influence team behavior and outcomes.

Matthew Lippincott

Leaders with self-awareness and emotional self-control are better able to influence others and cultivate effective relationships.

By consistently demonstrating honesty, integrity, and authenticity in your interactions with people, a leaders’ ability to influence them significantly improves.

Matthew Taylor

Effective leaders use influence both to move people and inspire them to move. They do this by simultaneously communicating belief in their teams, appealing to their values, and holding them to high expectations for growth and achievement.

At any given moment, the leader has many variables to consider, including other people’s emotions, beliefs, values, goals, level of self-awareness, level of resistance, and level of skill. Ultimately, what the team””the individual or the group””needs is a just-right recipe of warm and demanding.

The Influence Primer is available now.

In Influence: A Primer, Daniel Goleman and colleagues introduce Emotional Intelligence and dive deep into the Influence competency. In a relatively short read, the authors illustrate the valuable skills needed to guide others in realizing the value of your ideas and point of view – not for the sake of exerting blind command, but to collaborate towards a positive vision with empathy and awareness.