Influence in Action: Strategies Beyond Initial Planning (Influence Series 2/4)

In the previous blog, we navigated the intricate landscape of influence – uncovering the preparatory steps to set the stage for effective persuasion. This article will focus on what comes after the groundwork is already laid.

Let’s jump into some refined strategies for influencing:

1. Adapt your approach depending on the audience.   Influence is not a one-size-fits-all; tailor your style to match the audience, and if you are unsure, ask others their preferred style.

·      When you are trying to work cross-functionally and need to win the support of a peer you may want to opt for a bridging approach, which is all about building coalitions sometimes by making concessions to reach outcomes that satisfy your greater interest. 

·      If you are in crisis and people are relying on you to be decisive, you may want to use an asserting approach where you insist on the importance of your idea, making the call to run a pilot and revisit later.  

·      If you are dealing with a leader who heavily relies on logic, like a CFO, you may want to use a convincing approach based on logic, data, and expertise.  

2. Ask and enroll rather than tell.  Instead of presenting solutions immediately, ask open-ended questions to understand others’ challenges and perspectives and learn best about root causes.  Some questions include: What’s really going on here, how long has it been going on, what have you tried, why didn’t it work, what will be different, etc.  So many times, people will say, I need training on X, but it turns out that it would only treat the symptom because they really need Y. Dive deep to uncover the source and comprehensively understand their needs. 

Avoid dictating solutions; rather, involve others in the process. Right before the pandemic, an Executive client of mine told me that he presented to senior leaders a body of evidence that people who can work out of the office part-time tend to be happier, more productive, and will likely stay so he wanted to run a remote Friday experiment.  Immediately, the other leaders responded with reasons why they could not do that, and it was because he came in sounding like a preacher who saw the light and had the answers to a complex problem.  A better approach is to share an observation (“I am interested in the movement for growing flexibility at work”), and ask questions for engagement (“What do you see in your teams and organizations?”  “What are some upsides and downsides?”  “How could we design an experiment to combine the good and eliminate the bad and see if we can get similar results?”). This approach can be more collaborative and appealing and get buy-in.

3. Define the Win and Find Alignment.  It is one thing to say what you want and another thing to say what the win looks like and why it is important now.  Additionally, it is crucial to align your initiative with the other person’s goals and demonstrate how it benefits all parties.  In The Go Giver, one of the Five Laws of Stratospheric Success is a law on influence, which is determined by how abundantly you place other people’s interests first.  Adam Grant in Give and Take supports this idea and offers advice to appeal to their nobler motives, such as, “we all want to move forward and head to this deadline for these stakeholders.  Let’s spend our time today figuring out what’s not working and think about the big picture.”

You can use the Triangle framework (win-win-win).  As a result of this initiative, how does the company, the other team, and your team win?  You can also think about what happens if this does not get done. What’s the cost to the three entities?

4. Speak in “We,” not “I.”  Use inclusive language to convey a sense of collaboration rather than a zero-sum mentality. 

5. Frame the Discussion.  Control the narrative by steering the conversation in the desired direction.  Set the perspective and context to guide the audience’s understanding.  

6. Provide Evidence.  Leverage social proof and data to support your ideas.  Highlighting others' shared options and providing specific testimonials builds credibility.  For example, we surveyed 1,000 of our most loyal customers, and here is what they told us.  You can point to key leaders in the organization who have a lot of credibility and share how they also loved the idea when you shared it with them.  If others know that person is excited about an idea, they will be more likely to listen to it. 

Additionally, sharing data is essential.  If you ran some A/B testing and have data that supports one approach over another, offer that information.  Introducing data points from external companies regarding what is happening in the industry is always helpful.  One of my clients had to make a difficult decision about layoffs, and when she looked around the industry, she realized that 15% was the norm, so her suggestion of 10% was below average, making her influencing attempts easier.

7. Tell a good story.  When you can recast your arguments in an engaging story that touches people’s emotional and logical sides, they will receive your information even more.

8. Surface disagreements.  If you experience resistance, identify disagreements to find a way forward.  There will always be people with different opinions who see things differently and that’s ok.  You can state the disagreement and ask a few questions to uncover the root of the disagreement. For example, you can inquire:

·      What are we optimizing for?  (The goal should be aligned rather than having two different goals).

·      Are we focused on solving for different target audiences (you are designing for power users and I am for the causal user).

·      What are our working assumptions and what goes into forming them? (you may be operating from two fundamentally different assumptions).

At the end of the day, influencing is not about getting what you want or manipulating; it is about finding those win-win opportunities for all to benefit.  You want to be proud of the way you influence because you did it with kindness, respect, authenticity, and integrity.   

Quote of the day: “Smiling unknowingly influences how other people will respond to you.”  -Liam Jackson

How do you influence successfully?  What do you find hard about it?  Comment and share with us; we would love to hear!

The next blog in this series 3/4 will focus on a specific model of influence.

As a leadership development and executive coach, I work with leaders to sharpen their influencing skills for win-win opportunities, contact me to explore this topic further.

What’s your way of bringing others along?

The Art of Influence- for good (Influence Series 1/4)

Whether you need to drive a project forward, inspire a team, or advocate for change will depend on how well you have honed the coveted skill of influencing.  This can be defined as the ability to affect the actions, beliefs, or decisions of others through direct or indirect ways.  It is not about manipulation or coercion, rather, it’s built on genuine relationships and strategic communication aimed at achieving win-win solutions.

Challenges in Effective Influence

1. Working cross-functionally.  In many organizations, pivotal tasks transcend traditional hierarchies as you likely collaborate with peers and teammates outside your direct report line.  Those individuals might be driven by different objectives.  If you are working with 2+ teams, the complexities are compounded as what is beneficial for one team might be less important for another.  The challenge lies in shaping your pitch to resonate with different teams who might have different priorities and who may not want to upvote yours ahead of theirs.

2. Navigating Politics.  Every organization has its political undertones, be it alliances, rivalries, or past grievances.  Even if you bring forth groundbreaking ideas, they might be overshadowed by internal politics.  Some stakeholders, due to past affiliations, might not be receptive, irrespective of the merit of your proposal.

3. Encountering Change Resistors.  Many people gravitate toward predictability and consistency, making them hesitant to embrace new initiatives that might disturb the established routines or make their worklife a little more difficult. Your ideas can be great, but others may be dug in on the status quo.

4. Dealing with Resource Constraints.  Securing buy-in to your idea is just the beginning.  Even if stakeholders align with your viewpoint, the practical execution may fail due to limited resources, be it time, funding, or dedicated personnel.  Convincing teams to act, especially when resources are scarce, poses its own set of challenges.

Influencing starts way before the moment.  There is a lot of prework you can do to be set up for success.

Let’s explore effective strategies for influence:

1. Build good relationships.  Success in any role hinges on building positive, mutually beneficial relationships.  Take time to get to know your colleagues before needing any assistance.  Stephen Covey talks about the importance of building an “emotional bank account,” which is about depositing goodwill and trust into other people’s accounts.  This can be about affirming what others say in a meeting, engaging in deep listening to help others clarify an issue, or having a positive encounter that adds some joy to their lives.  If they have done something for you, thanking them with deep gratitude does wonders for relationship building.  People do business and work on initiatives with those they know and trust.

2. Create a perspective map.  Before attempting to influence, create a map of key stakeholders, such as skip level boss, manager, teammates, cross-functional peers, and identify their priorities.  List their current and future concerns, as well as their desired outcomes.  Consider how you want them to think, feel, and act because of your interaction.   

3. Practice Perspective-Taking.  Building trust and influence often involves empathizing with others and understanding their perspectives and priorities.  Dale Carnegie said, the only way to influence somebody is to find out what they want and show them how to get it.  It is about earnestly seeing from another point of view because ultimately people do things for their reasons and not yours so when you can tap into their intrinsic motivation, it will make a big difference.  Understanding where they are, caring genuinely, and appreciating it will help them move along and get them to where they want to go. 

A big reason why this does not happen is because people are too busy thinking about their next responses that they usually do not listen fully and are not as present to spot potential synergies.   Asking a follow-up question or offering an idea that can advance their initiative makes a big difference.   When you are genuinely curious and asking questions such as, “what are the effects of one approach over another” that allows them to think more deeply about their idea in a safe way, which is helpful.

4. Identify and Onboard Allies.  Identify potential allies of your project early on.  Categorize them as green (supportive) or yellow (open to persuasion but with questions).  At this stage, don’t go after the red (resistant or difficult to change).  When you bring people early on at the outset to join your planning team who feel like they also have a stake in the project, they are more likely going to assist you.  Seek additional sponsors and mentors who can enhance your credibility and social capital.

5. Identify Your Sequence-Sharing Strategy.  Plan the order in which you share information to maximize buy-in.  Every situation is different, but one can start with your manager’s support and gauge if the idea can work and gain more context.  You can ask questions to learn why anybody has not tried this before.  If it was attempted, why didn’t it work?  Through the discussions you can uncover additional pros and cons and field questions you might not have considered.  Then you can bring it to your team to get support to strengthen it even further, then think about the cross-functionals who would benefit from that problem being solved as well. As you continue to spread it to connections that are more distant, at least you have tested it and have initial support for it.

6. Anticipate concerns/rejections.   Sit with your team and anticipate rejections and responses to your initiative.  You can even bring up their concerns first before they do and address them.  If you’re unsure, you can ask chat GPT to steelman your arguments.  Once you get your team on board, you can work together to bring the ideas more widely having already strengthened them by defending them.

Wielding influence effectively hinges on more than just a moment of persuasion – it’s about cultivating trust, practicing empathy, and understanding the organizational ecosystem. By engaging with colleagues proactively, anticipating challenges, and thoughtfully mapping out communication strategies, you can navigate complex dynamics and secure the necessary buy-in. True influence is achieved through persistent and authentic connection, paving the way for collaborative success.

Quote of the day: One of the best ways to influence people is to make them feel important. Most people enjoy those rare moments when others make them feel important. It is one of the deepest human desires.
– Roy T. Bennett

How do you begin to build great relationships with others?  Comment and share with us; we would love to hear!

The next blog in this series 2/4 will focus on refined strategies for influencing. 

As a leadership development and executive coach, I work with leaders to sharpen their influencing skills for win-win opportunities, contact me to explore this topic further.

What’s your intention to influence?

Common Pitfalls To Avoid When Managing Up (Manage Up Series 6/6 )

The last article explored the type of leader you want to be while you are managing up.  This article will cover some approaches you might be tempted to take but are more helpful to avoid.

Let’s explore what not to do:

1. Don’t bad mouth your boss.  While your frustrations may be valid, you will lose credibility when you complain to others.   Plus, by talking poorly about your boss to your Direct Reports, you normalize that negative dynamic on your team and that gossip contributes to a toxic culture.  Be a proactive leader who aims to improve the situation and not just a complainer who passes responsibility onto others.

2. Don’t criticize publicly.  Do not aim to embarrass your boss in front of others.  Disagree with your boss privately and in a calm voice.  Your job is to make your boss look good and build credibility for them that will ultimately enhance your department, not to score points at their expense.

3. Do not cast blame.  Upper management is just as human as you and can make bad decisions.  Instead of blaming and focusing on the past, address the issue and be intentional about what you want to be different in the future to avoid this from happening again.

4. Do not share when angry.  When you operate from this place of anger and resentment, your reptile brain takes over and clouds your judgment from making smart and strategic choices.  Take a reset and aim to take time to see different perspectives and replace the anger with empathy.  Stephen Covey would urge, “seek first to understand then be understood.” Put yourself in your boss’ shoes.  What are their biggest challenges, and how would they like to be treated?  This perspective will enable you to make stronger decisions for the best win-win outcomes.

5. Do not assume your boss knows all the details.  You may know the ins and outs of your team and your work, but if your boss is overseeing a few teams and is in charge of 100+ people, it could be hard to have all the specifics at their fingertips.  Instead, if you could get good at communicating at the conceptual level and build stories around crucial points, your message will resonate more strongly.   

6. Do not take it personally.  Just because your boss has not adopted your solutions does not mean they dislike you.  The same movies can get glowing reviews by the New York Times and slammed by the LA Times due to their subjective nature.  If your boss denies your request to handle the budget even though you have overseen much bigger budgets previously, you may think it is a personal attack.  When you take a step back, do you notice that they operate like that with other people, not just you?   Zoom out to see the bigger picture before rushing to conclusions.

When all else fails, decide to make peace

If you feel like you have tried everything, that your manager is aware and not making any changes or getting better, that can be a stifling experience.  Many organizations still promote people because of their technical success rather than people management skills.  To compound the problem, many new managers receive little or no training before jumping into their new roles.  The main reason why people leave companies is because of their manager.  One sign that it might be time to make peace with the situation and exit is if your manager is harming your health.  A study by the American Psychological Association found that 75% of Americans say their “boss is the most stressful part of their workday.”  If you are experiencing mental unrest by losing sleep, having chronic stress, or spending more time thinking about your boss, it’s time to go.  If you are struggling emotionally and seeing your self-esteem plummet and determine it is a toxic environment, that’s an unmistakable sign that it’s time to move on to the next role or job.

Give yourself the permission to make a career change and fight your fear of quitting.  Some people might not have the option to have a gap in their work, but there is no need to suffer indefinitely.  You usually have more options than you initially realize, you can have informational interviews with your peers and aim to transfer internally to a better team, or line up a role outside the company.  When you make a change, be sure to capture the learnings and what you would do differently next time, so you do not recreate the circumstances you were escaping.  If nothing else, by managing up, you will learn what type of manager you want to be and what kind you want to avoid.

Getting good at managing up takes time.  While it can be tempting to react by blaming and criticizing to get short-term wins, it is more helpful to take a step back and play the long game by focusing on who you want to be as a leader regardless of the circumstances. 

Quote of the day: “We never know which lives we influence, or when, or why.” -Stephen King

Q:  What is one approach to managing up that you have taken that was an utter failure?  What would you do differently next time?  Comment and share below; we would love to hear from you!

As a leadership development and executive coach, I work with people to sharpen their managing up skills, contact me to explore this topic further.

How not to manage up

team types -which ones are needed? ( Team Composition Series 2/3)

In the last blog, we talked about the definition of a team. This blog will focus on the types of teams depending on the degree of interconnectedness – ranging from independent on one side to dependent on the other, and all the shades in between.  Identifying the kind of team you have can help better nurture it in an intentional way to achieve maximum value.

Let’s jump into 3 kinds of teams:

1. Independent Team.  A mainly independent team is where all members can perform the same basic tasks independently. They may be able to help each other, perhaps by offering advice or providing moral support, but everyone’s success is primarily due to their efforts.  It is about getting what you need by yourself.  In the workplace, it could be teams who work independently and get their job done, and at times they can collaborate to enhance their performance, but they do not necessarily have to in order to complete their tasks.

Some sports examples include bowling and track and field.  In bowling, each person is responsible for knocking down their pins, all contributing to the team’s score and purpose of winning, but essentially individuals do not need to be collaborating at the moment to get their job done.  Similarly, in track and field, players can do different events, and while their efforts contribute to the overall result, they do not need to coordinate to do their job.

Similarly, teachers do not need to collaborate with their coworkers to conduct their lessons and maximize student potential.  Of course, closer teamwork can be beneficial because they can share the most effective pedagogical approaches, build stronger lessons that make connections between subjects, and discuss how each student learns best for a customized approach.  It is also helpful to be aligned with coworkers and have similar norms for students to help build a robust school culture, but they can still teach their classes without depending on coworkers.

2. Dependent Team.  This is when the work of one teammate depends on the work of the others.  It’s like putting together a puzzle, each person has a piece, so they need to problem solve and make decisions together, or the puzzle cannot be completed.

In sports, relay and rowing teams are good examples.  If you are running a 4-person relay race and one person decides not to participate, the whole team suffers and likely would not even be able to compete.  Instead, the way for the team to win is for everybody to perform at their best.  In rowing, members are usually at the same skill level and can move at the same pace because of the high degree of coordination and dependability. 

In corporate, I see this a lot with leadership teams.  They need to come together to align on a vision and commit to getting their teams to carry out the mission and vision to meet the needs of the stakeholders.    

3. Interdependent Team.  This is when team members work together to fulfill a goal, have defined tasks and roles, and depend on each other’s efforts to achieve outcomes.  There can be a range of interdependence with dependence on one side of the spectrum and independence on the other.  Some of their work at specific points can require working individually, and other parts can mean working collaboratively.  For high interdependent teams, the work is integrated; none of the members have separate work.

In sports, baseball and football are common examples.  When playing defense in baseball, there is a higher degree of interdependence; the fielders need to coordinate their positions, catches, and throws to prevent baserunners from advancing.  They share information about batter tendencies and adjust their field position in response to that data.  When on offense, if you are first at-bat with nobody on base, there is some independence.  But, that can quickly transform into interdependence when more baserunners hop aboard as there is a degree of unspoken coordination; the trailing runner cannot advance more than the lead runner. Football is similar; when on offense, there is a high degree of interdependence.  The quarterback connects with receivers by throwing the ball to where the player should be, while the other players will run routes to draw out the defense.  When everybody does their jobs, it works well.  On defense, teammates depend on each other to be in the right spots and make the right moves to stop the opponent from advancing.

This is common in cross-functional teams.  For example, developing a new product requires input from the researchers who need to understand the customer’s needs, the engineer who builds the product, the designer who makes the product look good, the marketer who knows how to brand the product, and the salesperson who knows how to sell it.  Getting those people on the same page initially can make a big difference because they each have knowledge that can enhance the overall product.  While they may work independently a good portion of their time, they know how to quickly come together, exchange information, and accomplish a collective purpose.  If you have departments who do not talk to each other, you get disunity and subpar products, you get a dysfunctional team.

So, Which Kinds of Teams Are Best?

While all teams should understand their roles, responsibilities, norms, and agreements, it is helpful to know what the situation demands and the types of teams you may need as they each offer strengths and weaknesses.

Faced with an interdependent task, you need to have a cohesive and highly communicative team that understands that the team goal is primary and trumps any individual agendas.  They know their impact on each other, the actions that build trust, and how to have harmony.  Interconnectedness requires a higher level of coordination, cooperation, knowledge sharing, and quality time to extract each person’s best.  They will have to meet more frequently because one person’s work impacts another’s.  Interdependence is the invisible glue that engages the team and holds them together.  It sparks motivation and energy as they sync up for efficiency and innovation.  As Keith Sawyer describes in Group Genius, “there is a sort of group flow – a state of peak performance that comes from close work, shared commitment to the goals, and pride in the team.”  Moreover, in today’s VUCA world marked by volatility, uncertainty, complexity, and ambiguity, teams see new challenges pop up all the time so they need the creativity, imagination, complexity of knowledge, and skills that no one individual can bring to the team.  The interdependent team coordination is crucial to solving today’s most complex challenges.

If it is a job that does not require close coordination and knowledge sharing because there are independent goals, then independent teams could be the best way to get the work done in the initial stages and then come together at the end to collaborate.  They still operate in a team environment and can check in with each other at any point to gain assistance and offer support, but do not need to be in daily communication because it could distract from their deep work initiatives.  Teams can fail when you give them tasks that could be a better fit for the individual, no need to force blanket collaboration all the time on all functions, which can be counterproductive. It all depends on defining those crucial moments of collision for peak collaboration and then a divide and conquer approach with opportunities to check in with each other along the way to make sure there is the same drive for alignment.

Author Susan Gerke believes that while some teams think that they are independent or interdependent, most teams are dependent because each person’s work is tied to overall outcomes and pay performance.  And if you’re focusing on goals at a team level and rewarding that, teams should understand how to work as a more dependent unit since there is significant reliance on one another.  At times, individual goals can be met as long as it is in service and aligned with the team. For example, you may have a running back in football who is just 100 yards away from a lifetime record.  Sure, you would like to get the ball to them as much as possible, but if the opposition gains strength and has double coverage on the player, the team would abort that goal of helping that individual and do what is best for the entire team to secure the win, and if it happens that he gets the ball and achieves his personal victory, so be it, it is still a win-win.

When you know the mission and vision of the team, you can design the team with the right level of interdependence so you can combine the individual resources into a collective pool that could be allocated strategically to offer the best and most innovative results.  Tapping into the resources of many will position you to solve the hardest challenges better.

Quote of the day: "It is literally true that you can succeed best and quickest by helping others to succeed."  -Napoleon Hill

Q: What kind of team are you?  What do you look for to do your best work?  What level of interdependence do you need?  Comment and share with us, we would love to hear!

[The next blog in this series 3/3 will focus on the stages of teams] 

 As a Leadership and Team Coach, I partner with leaders and teams to cultivate a flourishing team culture, contact me to learn more.

Teams form around a purpose

What Is A Team? (Team Composition Series 1/3)

The word team is frequently used to describe any group of people loosely working together. The term is often evoked even when there are divergent agendas and little reliance on each other.  There are leadership teams, management teams, work teams, cross-functional teams, and more. Depending on the kind of team you are, you can make decisions to determine how to run it for maximum success and to meet the complex business demands in the modern workplace.

A team is not a bunch – a group of people who coexist.  If we find ourselves on the subway with a bunch of people, we are merely occupying the same space; each person is independent of everybody else, some traveling in the same direction and some not, but there is no kind of coordination.  We may not have much in common and are just in the same place at the same time using the same resource.  Of course, if the subway broke down in between platforms for an extensive period, there could be the potential for a team to form as more coordination would have to occur for all people to reach the same goal of getting out safely. 

A team is not a group – a collection of people who can have some common interests but are not aligned toward the same goal.  For example, maybe a leadership coach is working with a group of lawyers in different industries or companies, which can have many overlaps in their practice such as in their experiences, skills, and challenges.  Still, they are not working together to achieve an outcome so there is no need to align.

A team is not a pseudo team, described by Michael West and Joanne Lyubovnikova as “A group of people working in an organization who call themselves or are called by others a team; who have differing accounts of team objectives; whose typical tasks require team members to work alone or in separate dyads towards disparate goals.” There is usually an inability to collaborate effectively and the sum of the team is less than the parts; they could be performing even better independently.

A team, defined by Jon Katzenback, a recognized expert on teams is “A small number of people with complementary skills, who are committed to a common purpose, set of performance goals and shared approach for which they hold each other mutually accountable.” Peter Hawkins, author and expert on teams adds “and which has ways of effectively meeting and communicating that raise morale and alignment, effectively engaging with all the team’s key stakeholder groups and ways that individuals and the team can continually learn and develop.” In other words, real teams consist of a group of people working toward a common purpose and have a degree of interdependence in a shared context.  There is defined membership where they combine resources, competencies, and bandwidth as they carry out their collective mission and achieve outcomes.  They accomplish tasks that are too large or complex to be done by anyone.  A team only forms in response to a purpose and to stakeholder needs and usually operates within a system.

The best teams synergize; they know that the output of a team will be greater than the sum of individual contributions.  They complement each other, collaborate, coordinate, communicate effectively, have team spirit, and subordinate their personal goals to the larger objectives if they are at odds.  There are clear roles, well-defined outcomes, and norms or working agreements for peak performance.  They know why the team exists and have aligned that purpose with the organization, and to a degree, their own.  Ideally, they can connect that mission with having a meaningful and positive impact on others.  Author David Burkus argues that the definition of a great team has three qualities – intellectual diversity (diverse thinkers), psychological safety (the comfort in expressing your ideas), and a purpose or noble cause.  While each team includes different ingredients that make up their success, there are underlining commonalities.  To read more about successful team ingredients, feel free to read my blog on the topic.

Leaders play a tremendous part in the success of a team.  While they have their vision, they know how to collect meaningful input from the members to shape it collectively.  Great teams do not just happen; there has to be a degree of intentionality and thought in the design, purpose, values, and contribution of individual strengths.  Doc Rivers, NBA championship-winning coach and recipient of the NBA Coach of the Year award uses the South African concept Ubuntu to drive and define his team, which means “I am because we are.”   It is the idea that there are no solitary humans because a person is who they are as a result of their interactions with others.  He says, “the better you are, the better I am.”   The best leaders strike a balance in coaching teams for who they are today and who they will be someday and extracting the best from each to advance the team unit as a whole.

When you are building a team, there are many considerations to design the best kinds of teams, which look very different than groups and bunches.  What type of team do you intend to build?  What will be the philosophy that governs your team?  How will you learn the stakeholders’ needs for you to be successful? How will you incentivize your team to collaborate?  These are the kinds of questions that pop up in the formative stages of a team.

Quote of the day: "None of us is as smart as all of us." -Ken Blanchard

Q: What does a team mean to you?  Comment and share with us; we would love to hear!

[The next blog in this series 2/3 will focus on the types of teams]

 As a Leadership and Team Coach, I partner with leaders and teams to cultivate a flourishing team culture, contact me to learn more.

What’s distinct about your team?

The Strength of Making Decisions in Teams (Decision Series 8/8)

Every organization consists of teams that face grave challenges – how to innovate faster, build better relationships with clients, respond to competitive threats, decide which products to invest time into and which ones to abandon. How do you decide the best direction?

Here are some tips that help teams make the best decisions together:  

1. Get on the same page.  In 1999 NASA had a mission to study the climate on the planet Mars.  After 10 months of travel and 125 million, the spacecraft burned due to a navigational mistake, which was entirely preventable.  It turns out, multiple teams were working on the project, one group used the metric system, while the other used inches, feet, and pounds.  Some of the smartest people forget to check that both teams were using the same unit of measurement, and the consequences were catastrophic.  Before you embark on the decision-making process, take some time to cover the basics, get the small details right, and properly understand the problem before deciding on something and be sure to level set on the expectations, processes, and tactics.

2. Take time for independent thinking.  Spend some time individually to consider the problem and solutions so your ideas are not heavily influenced by anybody else’s.  This will allow for more variety in creativity and innovation because there will be an even larger pool of plans in which to choose. A common mistake that many people make is that they may share their idea with their teammate and then ask for their opinion, but they have already tainted the person’s thinking and may create an environment where the person does not want to disagree with you, especially if you are the boss. This is why as a leader it is important to go last so you can hear as many raw ideas as possible for you to share your perspective.

3. Share in small groups.  Form a series of small groups of 4-6 people within the larger team so all opinions can be put on the table and a consensus can be reached on the best way that the team can solve the problem.  According to a Ted Talk by Mariano Sigman, a leading figure in the neuroscience on decision-making space, he shows how crowds are wiser when they can talk to other people in small groups.  He ran an experiment where people provided an answer to a question about how tall the Eiffel Tower was and then they had a chance to discuss and debate.   The result was that the average of the group was more accurate than the average of the individuals.

4. Share in big groups.  Have a big group discussion where each team presents their ideas and then gets outside perspectives.  It allows you to go for a “robust average”  which gives a rough estimate of all the members’ answers while discrediting outliers. The old saying, “Two heads are better than one” is most true when you can extract each person’s untainted thinking first and then combine it with others to form even deeper insights.

5. Time for thoughtful disagreements.  If three groups within the team put forth their ideas, they can exchange in the thoughtful back and forth, while others can ask questions for clarity and provide a challenge to the ideas.   When you engage in quality discussions, people’s thinking can evolve and the best collective decision can be reached.   Ray Dalio uses a technique like this.  His goal is to attain an idea meritocracy, where the best ideas win out and have nothing to do with politics, personalities, status, or other influencers. 

6. Decide on a tiebreaker. You may have strong ideas, energy, and evidence for two dominant positions, but in the end, you need to decide once you have carefully considered all sides of the discussion. Usually, when there is a deadlock in ideas, the leader should weigh in and break the tie. However, use the approach that works best for your team, if it is strictly by consensus, you can opt for that method.

7. Disagree and commit. Used widely by Andy Grove and Jeff Bezos, they believed that once a decision has been made, regardless if it was yours or not, as a team player, you need to be behind it and hope for its success rather than being indifferent or worse, aiming to sabotage the idea.

8. Use timeframes. To facilitate the decision-making process, it is helpful to use timeframes. For example, maybe you allocate a week for the first phase which is about gathering information and discussing openly. For the second phase, you can allocate the necessary time to make the decision. Without timelines, you could get stuck in endless discussions and fail to move to the execution phase.

There are many techniques that you can use to make the best group decisions. By having clear processes that allow each person to contribute their best input, hard decisions become a little less hard.

Quote of the day: "My opinion, my conviction, gains immensely in strength and sureness the minute a second mind has adopted it." -Novalis, German Author and Philosopher

Q:  How do your teams make decisions?  What processes do you use?  Comment and share below, we would love to hear from you!

As a leadership development and executive coach, I work with leaders to help them make hard decisions, contact me to explore this topic further.

What’s the best way to make group decisions?