Leadership in Practice Series Part 2: Creating 90-Day Priorities Inside of a 10-Year Vision

This image has an empty alt attribute; its file name is matt-noble-bptmnn9jsmq-unsplash.jpg
Photo by Matt Noble on Unsplash

Once your vision is created, then what? Regardless of whether it is a 10-year, 5-year, or 3-year vision, you will need to put plans in place that will connect the daily work to that vision. That is how your 10-year vision will become a reality.

What, then, are the first steps to ensure that your weekly, monthly, and quarterly work connects to the long-term vision?

In this article we will walk through the process we went through to connect the 10-year vision to our 90-day priorities. First, another question.

Where does a leader start when they want to ensure that everyone’s daily work on the team, or in the business or organization they belong to is contributing to the long-term goals?

Let’s take a look.

Start with the 10-year Vision and ask yourself a couple of questions.

  • What are the goals of the 10-year vision?
  • What are the metrics of the 5-year plan?
  • What will the current year look like?

Let’s look at each question, one at a time.

What are the goals of the 10-year vision?

Once the vision is created, it’s time to create the goals that will drive all of the work. However, before you move on to creating those goals, which will drive the objectives and priorities, ask yourself what your vision will look like in reality.

What will the revenue and service look like, what will the staffing model look like, will you add positions between now and then?

Once you’ve asked yourself these questions, or ones that are more important to your particular vision, start to build out what that vision will look like in reality. Here is an example, vision first, then what it will look like in reality.

Here is the vision

This image has an empty alt attribute; its file name is img-2774.png

Here is what it will look like

This image has an empty alt attribute; its file name is img-2775.png
Note that the word profit in this instance is referring to department reinvestment funds.

Once you’ve created the 10-year vision, and also know what it will look like, you are ready to work backward. When I went through this exercise last year, I started this part of the planning session with year 5. I looked at the previously designated metrics and asked myself what they would look like in reality. For instance, what would revenue look like, and how many people would we serve.

What are the metrics of the 5-year plan?

Here is what that looked like

This image has an empty alt attribute; its file name is img-2777.png

It is a wonderful exercise to start with the larger 10-year vision and to work backward to the 5-year plan, creating more clarity as you go. It is how you begin to connect the 10-year vision with the work you need to do today.

Once you’ve worked backward to year 5, you are ready to work backward once again to year 3, or whatever the current year is for your team, business, or organization. It is important to continue to get clearer on what the future reality will look like.

What will the current year look like?

Year 3 Department Objectives

This image has an empty alt attribute; its file name is img-2780.png

As you continue to work backward from the 10-year vision to year 5, to the current year you are planning for, in this example, year 3, the objectives that will lead the team to that 10-year vision do become more clear. Important.

And, as these objectives become more clear, so will the priorities that will drive each person’s work. For instance, in our year 3, we had 1-year objectives, which we executed on in 90-day chunks. Meaning that we focused on moving forward our yearly objectives with 90-day priorities that would shift as needed, yet the objectives would remain the same.

Year 3 Staff Objectives

This image has an empty alt attribute; its file name is img-2776-1.png

Once you get to 90-day priorities, it is time to create a coaching model that will mirror all of the aforementioned. Fully discussing this coaching model is for another article, yet I would like to share with you the simple template we created, so you can see how a 10-year vision can connect to a staff member’s daily work.

Coaching Model Template

This image has an empty alt attribute; its file name is img-2782.png

Though you can only see a portion of the form, you can see the overall process, where the yearly objectives (on the left) are connected to the department objectives (on the left in bold), while the specific priorities and actions to move that work forward are on the right. Fun.

A couple of weeks ago, I wrote the following article, One BHAG, Two BHAG, and Creating a Disruption Vision, in which we discussed the possibility of creating a disruption vision or BHAG inside of a 10-year vision. And now, the planning process we’ve walked through in this article is being recreated. The difference?

Because there is so much change right now, we have a 1-year BHAG, which lives inside of the 10-year vision, and 30-day priorities, instead of 90. I am in the process right now of re-instituting one-with-ones so that we can discuss, plan, and create our next actions one month at a time. Allowing us the pivotability, and flexibility needed.

Very well. There you have an example, with tools, on how you can connect your team, business, or organizations’ 10-year vision to the work that needs to be done daily to ensure that the 10-year vision will live in reality.

Be well, and lead well.

You can reach Jeff Flesch at fleschj@linnbenton.edu

#businesscoaching, #businessmetrics, #creatinga10-yearvision, #creatingstrategy, #creatingvision, #develpingmetrics, #goalsetting, #leadership, #leadershipdevelopment, #leadershipessentials, #leadershipinaction, #leadershipinpractice, #leadershipmindset, #leadershippractice, #leadershipprinciples, #leadershipvalues, #strategicplanning, #strategicthinking, #team, #teambuilding, #teamdevelopment, #teamengagement, #teammoral

Maintaining Motivation Inside of Innovation: An Investigation and Invitation

This image has an empty alt attribute; its file name is peter-fogden-z7oytxgi6vi-unsplash.jpg
Photo by Peter Fogden on Unsplash

A different kind of post today. I am interested in investigating how it is that teams continue to stay motivated, at the individual, and team level, during times of great change and innovation. Have you ever made this consideration? Yes, no? Here is how I began to consider the topic.

COVID-19 has created contexts in teams, businesses, and organizations that have required great strides in innovation. Innovation that is continuous. Every day. Making choices about how to continue to pivot your business model, to keep up the momentum, stay relevant, and remain sustainable. We’ve been inside such a context, much, I’m sure, like you have.

Then about two weeks ago, we had a team assignment connected to the department’s disruption BHAG, which I wrote about in, One BHAG, Two BHAG, and Creating a Disruption Vision . The assignment was to create our top three priorities for July. Why only July? Because, as was aforementioned, the amount, scale, and speed of change right now is so great, creating priorities for more than 30-days seems unreasonable.

During that time, one of our team members asked this question.

How do you maintain motivation inside of innovation? A wonderful question.

It is inside of this question that we will do two things.

  1. Investigate how to continue to create motivation, inside of vast amounts of change and innovation.
  2. Invite you to respond with your thoughts, ideas, and best practices.

We have, then, an investigation, and an invitation. Ready? Let’s go.

First, I have questions. Here are a few that will guide our investigation.

  1. Where does individual motivation come from?
  2. Where does the team’s motivation come from?
  3. What does the larger institution, organization, or business have to do with individual and team motivation, and morale?
  4. What strategies can leaders deploy to ensure that each individual team member and the team as a whole stays motivated during great change?
  5. What is the responsibility of each individual team member when considering motivation inside of innovation?

1. Where does motivation come from?

Though many people look for motivation in things that live outside of themselves, motivation actually comes from within. You become motivated by doing things. For instance, if you want to become more organized or organized differently, you must try new things. Put a new system in place, and practice it. If it works, awesome, if not, try something new.

When we actually practice that which we want to become better at, motivation will arise inside of that practice. In this example, becoming more organized happens as we practice and learn about how to better organize ourselves.

This image has an empty alt attribute; its file name is allie-z7v1izmeqrq-unsplash.jpg
Photo by Allie on Unsplash

2. Where does the team’s motivation come from?

From a psychological perspective, each individual contributes their individual motivation to the collective team. And, from a sociological perspective, the collective team motivation is an output of those individual motivations. The leader of that team must then direct both the individual and team motivation toward the vision, goals, objectives, and priorities.

However, I think it important to remember that when priorities change often inside of creating new business models and learning about new ways to do business, motivation can become precarious. Not necessarily because people are unmotivated, though that is also possible. More, I think it has something to do with just how much work it takes to continue to pivot your business. Again, and again.

3. What does the larger institution, organization, or business have to do with individual and team motivation, and morale?

For me, the answer to this question is rather simple. Whether it happens or not, may not be as simple. All people that work within an organization need to understand, have access to, and be able to connect their individual work to the larger institutional vision. Important.

When these connections can be made, there is more cohesion, and the possibility of motivation remaining higher. We must also remember, however, that there will be varying levels of motivation inside of the institution, organization, or business, dependent on how each team leads their work. There will be differences.

These differences can affect motivation and morale when people cannot see themselves inside of the vision. When creating new visions during times of great change and innovation, these visions should connect to the larger vision. Also important, people need to see themselves inside of these visions.

This image has an empty alt attribute; its file name is rahul-bhosale-ybgc-qvcxmg-unsplash.jpg
Photo by Rahul Bhosale on Unsplash

4. What strategies can leaders deploy to ensure that each individual team member and the team as a whole stays motivated during great change?

Difficult, as leaders may also be struggling with their own motivation during times of great change. Yet, there are things leaders can do for themselves, and their teams to keep motivation present for people. All the while recognizing that there will be times when people are unmotivated. That is also okay. It’s part of the human process.

What things can you do to stay motivated, and to keep the team motivated.
  • Create a new vision – when things are changing on such a vast scale, creating new ways to conceptualize your work is critical. If people continue to do their work just like they did before, which may not work, motivation may remain elusive.
  • Be flexible – flexibility goes hand in hand with adaptability. You must be flexible to adapt to changing situations, no matter how small or large they are. Be open.
  • Listen – understanding how each person is doing on the team is very important. And, you must listen well to really know how they are doing. You need to create individual time with people, and listen.
  • Provide feedback – honest and direct feedback is helpful. We all need to know that we are heading in the right direction, and when we are not, to be guided back. If you lead teams, your team can also do that for you. Important to have that reciprocal relationship.

5. What is the responsibility of each individual team member when considering motivation inside of innovation?

There is really only one thing I want to write about in this area; and that is about Communication. Communicating with each other often by telling each other how things are going, where changes or adjustments are needed, when we are feeling unmotivated, or especially motivated is extremely important. I cannot overstate this fact.

When there are communication breakdowns, people have limited sight on what is happening and understanding of what is known. And, when there are limitations on what people know, people will fill in that gap with what they believe is happening.

Typically, however, the stories that are generated to fill these gaps are incomplete. And, they are only so, because people don’t have all of the information they need.

Communication is one of the most important principles to practice at any time on a team; and now, during COVID-19, it is even more important. Staying connected, and in good communication with your team is essential to maintaining motivation inside of innovation.

This image has an empty alt attribute; its file name is mimi-thian-vdxmsix-n6m-unsplash-1.jpg
Photo by Mimi Thian on Unsplash

Closing

Alright, there is an investigation into motivation inside of innovation. I believe that the investigation has yielded a few possible insights, so let’s capture them again here.

  1. Motivation comes from within ourselves – motivation does not live inside of concepts or objects in the outside world.
  2. The team’s motivation is individual and collective – team motivation comes from each individual’s contribution and the teams combined motivation, which are guided by the leader.
  3. Motivation, vision, and morale – individuals must be able to see themselves inside of the overall vision, and visions need to be connected. Remember also, motivation will go up and down, and that is okay.
  4. Leadership strategies – create a new vision, be flexible, listen well, and provide feedback.
  5. Responsibility and motivation – communicate, communicate, communicate. Important.

Now for the fun part.

My invitation

I am inviting each of you to contribute to this post. I would like to know from your perspective, how do you, or how do you plan to maintain motivation inside of innovation. You can use the questions that were used to guide this post, or you can use the ones that follow.

Here are some questions for you to consider?

  • What strategies do you use to maintain motivation for yourself and your team?
  • What strategies have worked well in maintaining motivation on your team?
  • What other strategies have you not yet tried that you plan to implement soon to increase motivation for yourself and your team?
  • What strategies did not work as well, and why?
  • What other insights do you have to share about motivation and innovation?

Okay, there we have it. An investigation and invitation in how to maintain motivation inside of innovation. Was fun.

#businessdevelopment, #creatingstrategy, #creatingvision, #employeemorale, #innovation, #leadershipdevelopment, #leadershipinaction, #leadershipstrategies, #motivation, #motivationfromwithin, #organizationaldevelopment, #responsibilityandmotivation, #servantleadership, #strategicplanning, #strategicthinking, #teamdevelopment, #teammoral

Creating a Big Hairy Audacious Goal: The Creation of the BHAG

This image has an empty alt attribute; its file name is s-o-c-i-a-l-c-u-t-6iyb1bwwbv0-unsplash.jpg
Photo by S O C I A L . C U T on Unsplash

Alright, phew, what a busy couple of weeks. So much change. As I continue to prepare for the merger of my two websites, I am going to continue to post new material to this site, which was originally created for servantleadershipcoaching.com.

I am excited about the merger, and about reformatting this website. 🙂

Hopefully, you will enjoy these new additions! Here then is:

Creating a Big Hairy Audacious Goal: The Creation of the BHAG

What in the world is a BHAG, and why does it matter? A BHAG (Big Hairy Audacious Goal) is a way to get out of the weeds, and create a distinction between working in the business and working on the business. Creating a BHAG is also a way to take all of the smaller goals you have and connect them to a higher level mega-goal – the BHAG. Not sure if a BHAG is for you? That’s okay. I invite you to read the following list before making a choice.

Do any of these sound like a day you’ve experienced recently?

  • Working in the business more often than working on the business – this is an important distinction, and means that you are working on the day-to-day operations of the business more than you are the long-range planning and vision for the business.
  • Reacting to the daily business needs, more often than working purposefully, and wondering if those reactions are in any way connected to the vision of the business.
  • Spending more time at a computer screen than a whiteboard.
  • Feel like you are going in multiple directions all at the same time, while wondering if these multiple directions are connected to each other, and your other long-term goals.
  • You have multiple competing goals, and are unsure how to connect them.
  • You are unsure how to connect your metrics to the day-to-day business operations, AND, your long-term goals.

If you experienced any of the above, then creating a BHAG is for you. Where did the term BHAG come from? Here is an excerpt from Built to Last: Successful Habits of Visionary Companies by James Collins and Jerry Porras.

Boeing Corporation is an excellent example of how highly Visionary companies often use bold missions – or what we prefer to call BHAGs (pronounced bee-hag, short for “Big Hairy Audacious Goals”)– as a particularly powerful mechanism to stimulate progress.

One of the coolest things about creating a BHAG, outside of the progress that lives inside of that creative experience, is that you can create them for your personal and professional lives.

Let’s look at the creation of a BHAG through a real life example – mine.

After 6 months in my current position, Director of Extended Learning at Linn-Benton Community College, in Albany, Oregon, I was wondering exactly what I had committed to. Has that happened to you before? It happens to all of us.

Anyway, I was working hard, very hard. And, most of that work was focused on working in the business, not on the business. As I’ve mentioned earlier in this post, and in other posts, if all you do is work in the business, you will simply get the same result you got the day before – the same thing, everyday. Why? Because you are doing the same tasks everyday. Simple. It’s not that you don’t desire to grow, and do more, however, you are effectively stuck in yesterday.

However, if you can shift to working both in the business, and on the business, watch out.

After over a year of working in the business, I went to a strategic thinking training, led by Terri Houde, which was where I first experienced the BHAG. I believe we were first asked to work through some of our goals, to identify them, and write them out. Then we were asked to go out on a ledge, and create a goal that was at the limits of what is possible – the BHAG.

Here is the one I created.

Becoming the State recognized leader in noncredit education

Creating a BHAG is a life changing experience, because in one moment you create in language a goal that is so big, it is visionary. And, what do we know about working inside of a vision, rather than working outside of a vision?

“Having a vision provides a sense of purpose and direction for the business. Your vision will help you define your short and long-term goals, and guide the decisions you make along the way. A leader has the vision and conviction that a dream can be achieved…” ~ Ralph Lauren

Okay. I’ve created a BHAG, now what? Don’t know. I didn’t either. Here, however, is what happened.

Once the BHAG was created, it was time to inform the staff about the vision. I created a very simple presentation, which I delivered at a team building training at the end of 2018. Why is standing before your team and delivering a vision needed and necessary? It is important, so they can see you, AND themselves inside of the vision. When we can see ourselves as part of a vision, we are going to act in accordance with that vision.

In fact, I told the team often then that the BHAG came through me, however, it was a part of everyone of them. I can see each of them in the vision.

I should also mention that when the vision was created, we were also implementing Traction, which is a way to systematize your business operations (Wickman, 2012). The timing was perfect, because we were able to make connections to the 10-year vision (BHAG). We then created the following.

  • 5-year priorities and goals
  • 3-year priorities and goals
  • Yearly goals and priorities
  • Quarterly goals and priorities
  • Weekly and monthly next actions

All of which were connected to the 10-year BHAG!

Working inside of a vision the past two years has been a wonderful learning experience. We’ve achieved some of the goals we’ve set out to accomplish, and have many more to achieve. However, we are all pointed in the same direction, focusing on the same things, and have a shared language around a vision that was created from a one-day training experience where a BHAG was created.

Now we find ourselves in a very new situation – COVID-19. Well, in the next post, we will discuss what you do when your BHAG is severely disrupted. Can you guess? Yes, no?

You create another BHAG!

Yep, that’s right. You can have a BHAG that lives inside of another BHAG. I’d share that one with you, however, it is very new, and the team hasn’t even seen it yet. Next time, promise.

Remember, when you are interested in taking your business, organization, team, self, to the next level, create a BHAG. Then work backwards and connect that vision to this year, quarter, month, week, and day. Then you’ll know that every action you take is moving you closer to your ultimate vision, mega-goal, or BHAG!

References

Collins, James C., and Jerry I. Porras. Built to Last: Successful Habits of Visionary Companies. New York: HarperBusiness, 1997.

Wickman, Gino. Traction Get a Grip on Your Business. Publisher: New York : BenBella Books, Inc., 2012. URL.

You can reach Jeff Flesch at fleschj@linnbenton.edu and Terri Houde at houdet@linnbenton.edu.

Originally posted on servantleadershipcoaching.com

#10-yearvision, #bhag, #bighairyaudaciousgoal, #covid-19, #creatingstrategy, #creatingvision, #disruptionbhag, #disruptionvision, #leadership, #leadershipdevelopment, #leadershipessentials, #leadershipinaction, #leadershipmidset, #leadershipprinciples, #strategicplanning, #strategicthinking, #strategy, #vision, #visionandstrategy