Archive for the ‘Leadership’ Category

Managing Work-Related Stress with EQ

Article contributed by guest author Deb Westcott.

Emotional Intelligence (EQ) is critical to being able to manage stress. Out of all the major EQ competencies, the most powerful tool at your disposal is self-awareness. It allows you to know what your body is telling you, as well as be mindful of how you are adapting internally to outside stressors such as headaches, muscle tension, unsupportive self-talk, worry, and fatigue.

Here are 8 simple things you can do from the comfort of your own desk to combat stress every day:

1. Deep Breathing
The no. 1 most important and most successful stress reducer— resets your body and produces a physiological response.

2. Engage Your Senses
Listening to music, using scented lotion or candles, looking at vacation pictures, playing with stress balls – all of these actions reduce cortisol and increase oxytocin, which disrupts the stress reaction in your body.

3. Visualize a Happy Place
Seriously! It changes your mindset and hits the “restart” button in your body.

4. Progressive Muscle Relaxation
A long phrase for listening to where your body is hurting and actively working on relaxing those muscles, one by one. Roll your shoulders, stretch your arms above your head, touch your toes.

5. Laugh
Laughing not only releases endorphins and fosters brain connectivity— it tends to be contagious!

6. Take a Break
(Okay, so there’s one of these that you shouldn’t do at your desk.) Stand up, walk outside, and let your eyes focus on something in the distance. A change of perspective can do you good!

7. Self-Awareness
Stop, listen to what you are saying to yourself, and make sure it’s supportive and positive.

8. Change How You Communicate With Others
Say no, set boundaries, be assertive, and ask for help.

Unless we are present, our bodies and minds react to stress. Knowing ourselves and creating a pro-active plan to reduce stress is our best tool.

Five Ways The Most Effective Leaders Manage Their Emotions

The best managers know how to keep their emotions in check and focus on building a healthy team.

Article submitted by guest author Harvey Deutschendorf

Five Ways The Most Effective Leaders Manage Their Emotions
[PHOTO: H. ARMSTRONG ROBERTS/CLASSICSTOCK/GETTY IMAGES]

Soft skills have garnered increasing attention in the workplace over the last 20 years. In fact, emotional intelligence is one of the fastest growing job skills, according to a report by the World Economic Forum.

Ironically, those are the very skills hiring managers say the latest crop of college graduates lacks as they’ve focused on honing their technological prowess. Yet managing our emotions effectively in the workplace is a major component of success for all of us.

Emotions running amok can damage those who work directly with us. Although employees may get away with an occasional lapse in emotional control, leaders are not afforded that leeway. A leader who is not managing his or her emotions well can wreak severe havoc on an organization, seriously damaging employee morale, retention, and ultimately the bottom line. Every reaction–positive or negative–will have consequences for all those who are under them and effect the overall success of the company.

Here are five ways effective leaders manage their emotions.

1. THEY KNOW WHEN AND HOW TO SHARE

It isn’t necessary or healthy for leaders to be unemotional robots and keep all their feelings inside. Effective leaders are able to use their emotions to connect with others through their ability to share the feelings that enhance relationships with their direct reports.

Whether an employee is feeling joy over a successful sales week or sadness over a family member passing, an effective leader is able to express emotions to let that person know they are connecting with them on a heart level.

While their emotions are under control, they know what to express and how much to let out in the circumstance. For example, if someone just lost a family member, the manager could express how they felt when they lost someone close to them and how good it felt to be supported. Then, they could ask the grieving person if they needed anything. Depending on the closeness of the relationship, they could put a hand on the person’s back or shoulder, or offer a hug.

2. THEY DO WHAT’S RIGHT INSTEAD OF WHAT’S POPULAR

There are many instances when leaders are tempted to make popular decisions as these will bring them instant feelings of relief from a pressing and difficult situation. However, effective managers overcome the urge to give in to what is popular and opt for what is right. This requires a great deal of self-confidence and courage.

If a particular unpopular employee was being subjected to ridicule and being ostracized, the manager could support that employee and confront his or her coworkers in order to stop the behavior. This may cause resentment from the offender, but it enforces the idea that bullying isn’t tolerated, and that’s more important for effective managers than being popular.

3. THEY TRUST THEIR INTUITION

When struggling with a decision, effective managers are able to tune into and use their gut instincts to make decisions, even though there may be compelling reasons for not doing so. That’s because they’ve relied on intuition in the past and trust it will be the best guide when there isn’t an obvious answer.

For example, they might make a decision to hire someone outside of the company who they feel would be a great fit instead of promoting someone from the inside who is popular, but doesn’t have the vision or initiative to take on the new role.

4. THEY ROUTINELY FIGHT APATHY, INERTIA, AND PROCRASTINATION

Ever have a day when you felt like doing very little, leaving things undone until later, or the next day? Perhaps you’re feeling tired, or just having a bad day or week. We’ve all had those days.

Leaders share this struggle but don’t have the luxury of giving in. Others depend on them to take action and get things done–even when they don’t they feel like it. They’ve disciplined themselves to do whatever it takes, regardless of how they feel. If they need to have a difficult conversation with an employee or customer, they’ll go through with it even if they’re tempted to put it off for another day.

5. THEY LOOK FOR SOLUTIONS, NOT SOMEONE TO BLAME

One of the easiest traps to fall into is to avoid responsibility when things aren’t going well. Poor leaders look for ways to shift the blame to others when things go wrong. It’s easier to avoid responsibility by pinning it on others or on outside circumstances–but that isn’t leadership.

Effective leaders immediately begin to look for solutions. They find out what went wrong to avoid the same problem in the future. They’re more interested in using the failure as a learning opportunity and moving on from it, rather than spending time and energy looking for scapegoats.

Often the reason for the problem is a breakdown in communication between leaders and those assisting them. Effective leaders find out where that happened and readily admit that their instructions may not have been clear enough.

This also creates an opportunity to reassure employees who are reluctant to admit they didn’t understand for fear of appearing stupid, and let them know their boss won’t think less of them for asking for clarification. It’s crucial for good managers not to show any signs of frustration if what they thought was a straightforward request wasn’t understood at first.

Effective leaders are acutely aware of their feelings and know their responsibilities toward staff, customers, and the organization. This isn’t easy–it takes effort. But they’ve worked on themselves to develop their abilities to keep their emotions in check when necessary and show them when the situation calls for it.

Letting Go of Past Resentment for Higher Production

Article contributed by guest author Patricia (Tish) Conlin

What injustices have you suffered in your work as a Business Professional? Are you harboring resentments right now over slights or mishandled situations? We all experience negative emotions in our work and they are painful for sure. As hard working professionals, respect can often be hard to win with clients and staff alike and negative stereotypes can influence others’ treatment of us at times. Whether you have chosen your field of work or have fallen into, we all acknowledge that the casual rejections and ups and downs of any business can overwhelm even the most successful of us. Do you think it is easier to bury the negative emotions of past hurts or project failures deep inside than to face them? Guess what? Those past resentments that you are holding onto are impacting your energy and success today so you need to let them go so you can focus on the present instead of living in the past.

I remember a few years ago working on a huge ERP Recruitment project with a large U.S Client project. It was an incredible success for a year. Then the client got bought out by a bigger company and soon informed us that they were hiring an internal recruitment team and my team all felt doomed. Sure enough, within weeks of working with the internal recruiter, he started consistently rejected our candidates even the rock stars. I was working with our team of recruiters in both Canada and the U.S and there was enormous frustration involved. Everyone started to complain and there was a lot of anger, frustration and resentment. One of the recruiters became almost aggressive with the internal recruiter and the animosity increased. I noticed that things were heading in the wrong direction and was happy when she asked me to take over. What I did to turn this around was not rocket science. I started by separating the internal recruiter’s actions from him as a person. I developed a rapport with him and learned about his life and interests by asking genuine questions. I learned more about his past work and reasons for joining the current company which gave me insights into his decision making confidence. We shared stories and ideas and even laughed together. Then,  I started questioning his decisions to reject our candidates without rancor. I used compelling facts to reconfirmed their skills and track records and create a win-win for both sides. As trust built between us, he started selecting candidates for interviews. Eventually one was hired and the relationship started to become positive and productive. This was not magic. I have built a successful recruitment firm over 20 years because I learned the simple lesson that it never pays to get angry at the other party’s behavior just as it never pays (metaphorically and actually) to hold onto resentment.

If you are able to observe yourself every day and notice that you becoming more tense, irritable or angry on a regular basis, ask yourself what set you off. Sometimes a lost deal or rejected offer can really hurt and it is normal to feel frustrated but if you go to work consistently in a bad mood, you are doing yourself, your staff and your business a real disservice. If we’re honest with ourselves, past wrongs committed by people we expected to respond better aren’t easily forgotten like our normal everyday problems. Betrayal seeps into the bones and carves a well of toxic thoughts and feelings. Anger feels like an effective answer to betrayal, and it takes a lot of pain and suffering to raise your own little army of resentments. Unfortunately, that army is actually a bunch of crafty warriors that are attacking YOU and destroying your ability to let go and move on to better circumstances. Letting go of resentment can be incredibly hard but is incredibly powerful and will help you shift back into higher productivity at work and in life.

Below are some great tips to shift out of resentment and get back to being productive and

  1.  GAIN PERSPECTIVE- It’s easy to lose sight of the bigger picture when your unresolved feelings begin snowballing into anger and blame. Be aware of or record your feelings in writing. Revisit later and see if those feelings make sense in the bigger picture.
  2. LET IT GO – They probably forgot already. Consider the perspective of the one who hurt you. This person is not sitting gleefully reliving how they once affronted you. More likely, they were unaware they did you harm or totally forgot. No amount of emotive rage will change the past. It’s natural to go through stages of grief when you’ve been hurt in some way. Let yourself go through them. Then let it go.
  3. TAKE THE HIGH ROAD – Taking the high road feels amazing. By now you’ve probably noticed that resentment hasn’t gotten you anywhere. That’s because you’re putting your energy and resources into nursing animosity instead of more fruitful endeavors. When you discuss the situation with the person who wronged you, focus on win-win outcomes for both to build a better go forward. Try to understand why the other person responded the way they did and whether stress or specific circumstances caused the reaction. Bring empathy and understanding to the discussion is hugely helpful. If there is a pattern of disappointment or lack of trust, opt to move on graciously instead of making a scene. It never is worth while holding onto a client or any relationship where trust has been permanently breaches.

To avoid resentment, set clear and realistic expectations with clients, candidates and staff/managers to start. Think of what you want and what they want and how both parties can achieve their goals successfully. Remember the below quote when a situation is taking charge of your moods:

“Some of us think holding on makes us strong, but sometimes it is letting go.” —Hermann Hesse

I’m inspired to help other Business Professionals achieve their true potential. Why? I’m passionate about the business of living fully and achieving personal and professional goals that are meaningful. During the decades of owning and running a leading Talent Solutions company, I have witnessed countless people suffering from burn-out, chronic illness, severe stress, depression and anxiety. I’ve experiences the joy of the ups and the agony of the downs in our business and decided to use my decades of experience and training as a successful Business Professional, Black Belt Martial Artist, Registered Holistic Nutritionist and Certified Emotional Intelligence Trainer to develop specific training and coaching programs that address the soft skills needed to create lasting success. These (6 Session video and audio) on-line courses help you learn how to increase energy, improve performance and build more resilient, focused and engaged teams and are available at www.tishconlin.com

“Whatever you can do, or dream you can, begin it. Boldness has genius, power and magic in it.” ~ Johan Wolfgang von Goethe

 

Is your communication obsolete?

“Half the world is composed of people who have something to say and can’t, and the other half who have nothing to say and keep on saying it.” –Robert Frost

Article contributed by Amy Sargent.

Do you know your communication style?

The DISC assessment, based upon the theory of psychologist William Marston, and developed into a behavioral management tool by Walter Clarke, measures our style of relating to others, which directly effects how we communicate.  Of the four styles, which do you lean toward as you communicate with others?

1-DOMINANCE.  These communicators provide direct answers and tend to be brief, and to the point.  They ask “what” questions instead of “why” or “how” and stress logical benefits using factual information. They can tend to be blunt and demanding at times, and may seem to lack empathy or basic social skills. You won’t find these folks spending too much time with chit chat.

2-INFLUENCE. Those who communicate with this interactive style are relaxed and sociable, and enjoy verbalizing their ideas, thoughts, and feelings.  They enjoy social activities and will bore quickly if you dive into the details. Their communication is inclusive and motivational.  They like the limelight, and will quickly shut down if others attempt to persuade or influence them.

3-STEADINESS. Those who communicate in this style are agreeable, cooperative, and value knowing their individual role within a team setting.  They show appreciation with their words and focus on the “how” and “why”.  They tend to enjoy sincerity and a friendly, approachable manner of speaking. They may have difficulty prioritizing their ideas as they can be people-pleasers, but respond well to clearly defined goals and objectives, and thrive when assured follow-up and support.

4-COMPLIANCE. These communicators value accuracy and like to skip the socializing piece. They thrive on the specifics: precise expectations and uniform standards.  They’ll provide you with the straight-up pros and cons, support their ideas with accurate data, and communicate in a systematic and focused manner. They may resist vague or general information and you may find them double-checking everything you say or do.

Knowing yourself and your inclinations are a good first step in improving your communication. And understanding the communication style of others can help you better work as a team player and support them in becoming their best self as you learn to communicate in a way that enables their natural tendencies. But though each of these four styles can be effective, they also can become obsolete — depending on your behaviors.

The question to ask is not which style do I utilize, but “How well does my style enable me to listen deeply and send clear, convincing messages to those I’m communicating with?”

Here are some indicators that your way of communicating may need some updating:

  • You talk more than you listen in conversations with colleagues or loved ones
  • You fail to hear what others say, even though you thought you were listening
  • You catch yourself interrupting often
  • You don’t connect well with others and struggle to establish rapport
  • You judge the ‘why’ behind what others say before finding out their true motivations
  • You rarely ask for others’ opinions or insights
  • You fail to make eye contact or give non-verbal feedback when someone else is talking
  • Threats and emotional outbursts are a mainstay of communicating for you
  • You sometimes lack tact and diplomacy
  • You can come across dogmatic when expressing your own ideas
  • You refuse to let others change your opinion — even if you realize they may be right
  • You ask very few questions in conversations

No matter your style of relating and communicating with others, these negative attributes are behaviors — and behaviors can be changed.

“Communication is a skill that you can learn. It’s like riding a bicycle or typing. If you’re willing to work at it, you can rapidly improve the quality of every part of your life.” — Brian Tracy

If you find you’re at a place where your way of communicating needs some updating, try some of these on for size:

  • Learn what an open-ended question is, and start using them in every conversation
  • Become a good listener. Make eye contact, tune in to what is being said, and ask questions for clarification.
  • Stop thinking about what you’re going to say next so you can focus on the person who is talking
  • Use positive body language like smiling, uncrossed arms, and nodding where appropriate to welcome others’ ideas and input
  • Hold back your judgments if you don’t agree and seek to understand the why behind what they are saying
  • Practice speaking your words with clear enunciation and well-thought-out ideas if needed to ensure accurate delivery
  • Express gratitude and appreciation often; validate what the other person is saying
  • Match your emotions to the situation  and refrain from outbursts of negative expressions of feelings
  • Be patient when others speak and give them the time they need to express their thoughts.  Try not to finish their sentences or sum up their words before they are done speaking.
  • Fill in the blank: What is one additional behavior you can try this week to improve your communication skills?  ___________________________________________

Now get out there and practice, practice, practice!

“Take advantage of every opportunity to practice your communication skills so that when important occasions arise, you will have the gift, the style, the sharpness, the clarity, and the emotions to affect other people.” –Jim Rohn

 

 

 

 

When Conflicts Arise

Article contributed by Amy Sargent.

Is there someone with whom you’re harboring an unresolved conflict?

Pause for a moment and think about this someone.  Maybe they’ve recently wronged you, or hurled hurtful words, or showed you disdain or disrespect. Possibly they simply don’t agree with you and have been adamant about letting you know.  OK–got this person in mind? Focus on his/her face, and the last expression you saw in their eyes. Does your heart begin to race? Do you feel your anger rising as you begin to ruminate about that last conversation you had with them? Do sarcastic, hurtful words come to mind which you would like to say to them if ever you got the nerve? If you were to describe this person to me, what adjectives would you use?

Now, stop thinking about them and get back to what you were doing. Easier said than done?

If you experience strong, negative emotions when thinking about an unresolved conflict with someone, whether friend or perceived foe, there may be more at stake than just the two of you’s relationship. Though it’s definitely easier to side step differences, sweep issues under the rug or just avoid the person altogether, running from conflict resolve may not be the healthiest choice. Barring unsafe people who you must protect yourself from, learning and practicing conflict resolution is a brave thing to do — and can help you lead a healthier, happier life.

“Bravery is the choice to show up and listen to another person, be it a loved one or perceived foe, even when it is uncomfortable, painful, or the last thing you want to do.”  ― Alaric Hutchinson

We all are pretty good at making a connection between eating healthy foods, sleeping well, and exercising and our physical and mental well being. But how many recognize the value of positive social connections and their impact on our health?

Those experiencing unresolved conflict often become frustrated because there seems to be no workable solution, which can result in stress, sleep issues, loss of appetite, or overeating. Headaches, stomach aches, shoulder and neck pain, and a general down-in-the-mouth demeanor can deem you unavailable and unapproachable to others, thus negatively affecting relationships, both at work and at home.  And how about that ruminating piece?  Ever find yourself talking and talking (and talking) about the unresolved issue with anyone who’ll lend an ear? I daresay after a few sessions of this, friends, family, and coworkers may tire of having to hear about the same ole’ issues making their rounds in your conversations, and one by one will become less and less available as your sounding board.

It matters whether or not we get along with others.  Dr. Dana Avey is a Marriage & Family Therapist and explains how this works.  “Overall, having a social network of friends with whom one can spend time is noted to have significant mental health benefits, particularly as evidenced by experiencing an improved mood, both when in the company of others but also in the aftermath of the time spent socializing.  It can become very easy to become isolated with one’s own thoughts and feelings and connecting with others can offer objective feedback and support.” A study done by Deborah Umberson and Jennifer Karas Montez showed that poor social relationships present serious ill-effects on our health. One of their findings showed that both the quantity and quality of social relationships affect our mental health, health behavior, physical health, and our risk of mortality. A striking sub-study by Berkman and Syme in 1997 revealed that the risk of death among men and women with the fewest social connections was more than twice as high as the risk for adults with the most relationships.  They also found that solid social ties reduce mortality risk among adults — even those with poor health. (research.https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3150158/).

In an interesting study done by House, Landis, and Umberson, the researchers uncovered that a lack of social connection has a greater negative impact on our health than smoking, obesity, or high blood pressure!  http://science.sciencemag.org/content/241/4865/540

On the contrary, healthy social connections can lead to a 50% chance of living longer, strengthen our immune systems, and help us recover more quickly from disease (https://emmaseppala.com/connect-thrive-infographic/).

As if this isn’t enough evidence to encourage us to work out our conflicts and strengthen relationships, consider this:  One of the negative, lasting effects of being in an unhealthy  relationship is a steady erosion of your self-worth. Says Claire Arene, MSW, LCSW, staff writer for healthyplace.com, “It is not unusual to find individuals with serious personality disorders as a result of the insidious effect of unhealthy long-term associations.”(https://www.healthyplace.com/relationships/unhealthy-relationships/the-impact-of-being-in-an-unhealthy-relationship)

If you have unresolved conflict with someone, it’s time to take action. Your physical and mental health is at stake. Even if the other party is not willing to make amends, the path toward healing can begin with you.

“Whenever you’re in conflict with someone, there is one factor that can make the difference between damaging your relationship and deepening it. That factor is attitude.” — William James

Here are a few ideas to try:

  • Become self-aware of your own emotions and where they are stemming from. List out how you are feeling, using as much detail as possible, and attempt to determine if what you are feeling is a direct result of the conflict — or are there other factors at hand? Understanding what you’re feeling and why will lead to greater insight into why this conflict arose.
  • If your emotions are running on high, consider stepping back for a moment to let yourself cool down. When we lash out in anger or a negative emotional state, it’s very likely we’ll say something we’ll regret.  Take a walk, journal, talk to a counselor–whatever it is you do to get your emotions in check — before you attempt to reconcile.

“Speak when you are angry – and you’ll make the best speech you’ll ever regret. –Laurence J. Peter

  • Tune in to what the other person may be feeling. Understanding where they are coming from and where their emotions are stemming from can help you develop empathy for their point of view. How to do this? Ask open-ended questions to discover the whys behind their words. Try to put yourself in their shoes and see things from their viewpoint.
  • Improve your listening skills. Stop thinking about how you will respond and really listen to what they are saying–and what they are not saying. Watch their body language and ask question for clarity when needed. When they finish, ask them if there’s anything else they’d like to add before you pipe up.
  • Withhold character judgments. When someone opposes you in a combative manner, it’s easy to self-protect and convince yourself that they are a bad person. Try to focus on the issues at hand rather than trying to become a judge of their morality by focusing on the problem not the person.
  • Speak without finger pointing. When it’s time for you to speak up, take care to avoid blatant insults, nicely-hidden put-downs, or assigning blame. You are there to express your viewpoint, not make assumptions as to what they are feeling or thinking.
  • Keep calm and cool. Agitated body language and words laced with negative emotion can put the other person on the defensive before you even get started.  Slow down, lower your volume, and choose your words carefully. Check your facial expression. Even something as simple as softening your expression by raising your eyebrows and removing that frown can ease the tension.

“A soft answer turns away wrath.” — Ancient proverb

  • Try to find common ground. Though there is obvious disagreement, is there anything you agree upon? Finding issues you both connect and agree upon can form a bond and build trust. A “me too” attitude provides a sense that you’re on the same team…partners in collaboration vs. opponents in battle.
  • A little laughter goes a long way.  Unfortunately, our sense of humor is one of the first things to go into hiding when we’re agitated. When you laugh with another, a positive bond is formed which provides a buffer against negativity (https://www.helpguide.org/articles/relationships-communication/managing-conflicts-with-humor.htm  ). However, avoid sarcastic humor at all costs.
  • Remember, you can’t control the other person.  Despite your best efforts, the person you’re clashing with may not respond in the way you hope. Your role is not to control their reactions, but to manage your own behavior in a way that lends a hand toward resolution. Sometimes, you may have to do the right thing and let go of the outcome.

It’s not easy to solve conflicts, but making attempts toward peace and understanding is worth the effort. Who will you start with today?

“Every conflict we face in life is rich with positive and negative potential. It can be a source of inspiration, enlightenment, learning, transformation, and growth-or rage, fear, shame, entrapment, and resistance. The choice is not up to our opponents, but to us, and our willingness to face and work through them.” — Kenneth Cloke

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It’s Lonely Near the Top: Challenges for Chiefs of Staff

Article submitted by guest author Ted Riter.

EXECUTIVE SUMMARY

The role of Chief of Staff continues to grow in corporate and nonprofit America. While the responsibilities for this role vary from organization to organization, within organizations, and even between predecessors and successors, there are common challenges across the board for chiefs of staff. This paper presents both challenges for those in this field and recommendations for success as a Chief of Staff.

THIS STUDY

The background information for this study was gathered through interviews conducted November 2018-February 2019 with over three dozen current and former Chiefs of Staff. These Chiefs of Staff were in long-established corporations, startups, nonprofits, government agencies, and family offices[1]. They were in diverse fields, including high tech, pharmaceuticals, philanthropies, and higher education. Most Chiefs of Staff had served in their position for 12-18 months. Some had transitioned to other roles within the same organization or started their own ventures. A small number of Chiefs of Staff saw themselves as “career” Chiefs of Staff. Most Chiefs of Staff filled this role for a Chief Executive Officer. Some filled this role for other Executives or an entire C-Suite.

THE CHIEF OF STAFF ROLE

Chiefs of Staff are inspired and inspiring professionals, dedicated to the success of their Executives and their organizations They are eager learners, selfless with their time and energy, and masters of navigating sensitive situations. And, they are often placed in this role with great hopes, but little guidance or support for self-development.

Though a universal job description for Chiefs of Staff does not exist, Prime Chief of Staff, a leader in this field, breaks down the role of Chief of Staff into the following six functions: [2]

  • The Goalkeeper – Manage and triage workflow of the executive. Prioritize, delegate, and complete work on behalf of the executive.
  • The Operator – Add structure and process for better communication within the office of the executive as well as across teams. Ensure activities are running efficiently.
  • The Implementer – Drive business priorities from start to finish. Execute special projects or initiatives on behalf of the executive or the organization.
  • The Integrator – Create cohesion among teams and departments. Connect the dots across the organization for improved alignment and engagement.
  • The Proxy – Act on behalf of the executive for greater visibility and accessibility. Prevent bottle-necking and promote decision-making when the executive cannot be present.
  • The Advisor – Serve as a strategic thought partner, sounding board, and confidante. Inform organization strategy and decision-making.

These six functions are helpful when conceptualizing the role of a new Chief of Staff. Those interviewed in the field had a less nuanced view and responded:

  • I manage the staff – the CEO included.
  • My goal each day is to help connect people to people, people to ideas, and people to purpose. I spend 90% of my time helping people understand the “why.
  • I do a lot of listening and “pealing back the onion.” I’m the internal consultant/versatilist – I help every department scale.
  • I represent my CEO with special projects and make their life easier.
  • I am not chief of the staff, I am a chief connector

Chiefs of Staff routinely reported that their functions relied heavily upon both the needs of the Executive and their work and life experience. Mark Organ, Influitive CEO and thought-leader in the field of Chiefs of Staff, offers the following guidelines for hiring a Chief of Staff:[3]

  • A manager-level hire – This person would be responsible for typical administrative tasks like calendar management and booking travel, but he would also make important judgment calls on how the CEO should best spend her time and what meetings would be most valuable for her to attend.
  • A mid-career, director-level hire – This person may have 6-12 years of experience. He would be in charge of tasks like running town halls, preparing speeches and prepping the CEO for leadership meetings. He’s unlikely to take on any strategic responsibilities, however.
  • An experienced VP-level executive – This person is already an experienced executive who’s looking to become a CEO one day. She may meet with department heads to talk through goals and targets, and work on developing tactics for various parts of the business.

THE CHALLENGES

The Chief of Staff role is filled with challenges, some of which are unique to this position

Job Descriptions & Loneliness

Loneliness is not an uncommon experience for leaders. It often comes from a perception that they must “carry the burden” on their own. Chiefs of Staff report an added layer to this experience, often feeling that no one quite understands what they do in their organization.

In dozens of interviews, it was clear that day-to-day, no two Chiefs of Staff serve in the same role. Job descriptions vary greatly, and often do not even exist until long after the role is filled.

According to former Chief of Staff and author Tyler Parris, “…a chief of staff is a catch-all role, filled by someone with exceptional organizational and people skills, who handles all manner of tasks not covered by an existing member of an executive’s leadership team or administrative staff.”[4]

This difficult to define “catch-all role” can create confusion for executives, directors, and staff, especially when the role is filled for the first time.

Confusion around this role may result in pushback from those in the C-suite who see the Chief of Staff as a possible barrier to communication with the CEO. Staff might fear losing influence with the CEO and have uncertainty about their standing in the organization. This fear can easily be projected upon the Chief of Staff and lead to a creation of walls that hamper communication. Some staff members even outright express to the Chief of Staff, “I didn’t think we needed you.”

A consistent message from Chiefs of Staff, is that the most positive working relationships are based upon mutual agreements rather than expectations. One former Chief of Staff knew it was time to leave the role when it became clear that the CEO’s expectation was an 80/20 split between directly supporting the CEO and project management, while the Chief of Staff envisioned it as a 50/50 split.

Chiefs of Staff recognize that they have no real peers in their organization, unless they are in a larger setting with multiple Chiefs of Staff. The comradery that is often experienced in other positions may therefore be absent for Chiefs of Staff. A Chief of Staff for a Family Office shared that it “often feels like I’m on an island – it’s unlike any other job.” And, because of this isolation, one admitted, “I’m very frustrated. I don’t know how long I will be able to stay here.”

Even those Chiefs of Staff who excel in their position might feel unseen. One reported: “It’s very lonely. Because I’m so good at what I do, they don’t even see what I’m doing.” Another said, “I feel not seen and not appreciated.”

Many Chiefs of Staff spoke of the tremendous amount of privileged information they hold. This responsibility often makes it difficult to find colleagues and loved ones to confide in and count on for full support without breaking confidentiality. And, in fact, some Chiefs of Staff reported that their partners “know too much that is probably confidential.”

One Chief of Staff confided, “My CEO might be doing things that are unethical and I’m not sure what I can do about it.”

Social and Emotional Intelligence & Overwhelm

While the Executive might be a passionate leader with a big vision, the Chief of Staff often serves as a counter balance.

One Chief of Staff reported, “My job is to be an observer with my emotions removed, and then show what I see to the CEO, who cannot remove their emotions.”

This facility for social and emotional intelligence is critical for the success of a Chief of Staff, and yet not a skill that comes naturally to all in this role. As defined by the Institute for Social + Emotional Intelligence, “Social and emotional intelligence is the ability to be aware of our own and others’ feelings – in the moment – and use that information to lead yourself and others” [5]

Some Chiefs of Staff, lacking these skills, commented:

  • I internalized all my frustrations and then I changed the way I did things. For instance, I stopped bringing many things to the CEO.
  • I’m a people pleaser, so difficult conversations are a big challenge.
  • I have a hard time initiating the conversations and then letting them go.
  • I get frustrated because I see the change but am not able to do anything about it.
  • I’m often the least experienced person in the room and this kills my confidence.

Many of the Chiefs of Staff who struggled with social and emotional intelligence, reported feelings of overwhelm and burnout:

  • I sometimes work 90-hour weeks and rejoice when it’s down to 60.
  • I recently took my first vacation in 4 years.
  • I don’t know how long I can continue here.
  • A Chief of Staff has to thrive in chaos, and I don’t know if I can anymore.
  • I have no time for my own health and relationships, let alone personal development.

This toll of overwhelm might be a surprise for some in an organization. Some Chiefs of Staff report that others see their travel schedule with an Executive or a fancy restaurant reservation and imagine glamorous and exciting opportunities not afforded to everyone. While travel can be to exciting places and access to the Executive enviable, this is by no means vacation, and most Chiefs of Staff express a desire to curtail their travel and spend more time at home.

One Chief of Staff offered, “I am envied by many because it looks fun. At the end of the day, it’s not a glamorous thing. I’m one of the hardest working people in the organization.”

Chiefs of Staff leave their position for many reasons, including acceptance of a predetermined tenure end-date, and following bigger dreams. However, many are burned out with no more to give in this position and gratefully move on to other positions in the current or different organizations.

SOLUTIONS

Most of the Chiefs of Staff interviewed self-identified as “successful” in their roles:

  • They are fully supportive of their Executive.
  • They feel supported by their Executive.
  • And, they believe they are helping the overall success of their organization.

And yet, even many of the successful Chiefs of Staff expressed a need for more support. With this added support, the role of Chiefs of Staff will continue to grow and benefit organizations across the globe.

Fuzzy Job Descriptions

Creating a job description for a Chief of Staff, especially for the first person to fill this role, is both challenging and worth the effort.

In addition to the measurable responsibilities for a Chief of Staff, the hallmark of a good Chief of Staff-Executive relationship is one built on trust. A high level of trust enables the Chief of Staff to predict the Executive’s behavior, understand the decision-making process, and allow the Executive to focus on the biggest priorities.

Recommendations to Build Trust:

Create measurable outcomes and goals from the beginning: One Chief of Staff suggested making a list of the top 5 tasks for the week and delegating everything else.

Schedule private time for direct communication: One Chief of Staff recommended undisturbed meeting time one to two times per week to give the Executive peace of mind so they can focus on what is most important for them to be doing.

Practice vulnerability: Vulnerability is not typically welcomed in the workplace because it is associated with weakness. However, vulnerability is an extraordinarily powerful tool for building trust in any relationship, including between an Executive and Chief of Staff.

There are many exercises for safely expressing vulnerability. The simplest practice is to admit and own mistakes without assigning blame to others.

Loneliness

Since there is unlikely to be peer support for Chiefs of Staff within an organization, find those who “get it.”

Recommendations to Alleviate or Prevent Loneliness

Join an established Chief of Staff network: New opportunities for connection are being created through the efforts of Prime Chief of Staff and a current Chief of Staff herself, Caroline Pugh. Together, they are hosting events around the country and have created an online community of practice[6]

Create a Chief of Staff network: As the role increases in the business world, there are more and more opportunities to find or create a local network with Chiefs of Staff from all sectors of the workplace. Formality is not necessary.

Find a mentor: Chiefs of Staff are generous with their time and energy even when they have moved on to other roles, and they are often open to mentoring others.

Social and Emotional Intelligence

Daniel Goleman, a pioneer in the field of social and emotional intelligence, teaches that leadership is based primarily (85%) on emotional intelligence and (15%) on IQ. Fortunately, emotional and social intelligence are also skills that can be honed through training.

There are four areas of concentration that can be trained for Chiefs of Staff to excel in their positions:[7]

  • Self-awareness – knowing your internal states, preferences, resources and intuitions.
  • Self-management – managing one’s internal states, impulses and resources.
  • Social awareness – awareness of others’ feelings, needs and concerns.
  • Social skills / relationship management – ability to create desirable responses in others.

Many Chiefs of Staff have a very high level of social and emotional intelligence. They report:

  • I’m good at learning new skills.
  • I’m fearless when it comes to failure – I hop into the ringer.
  • I’m not afraid to put out a shitty first draft; zero to one is easy for me.
  • I am very often the youngest person in the room and try to make age irrelevant in a meeting.
  • I like to sit in the back of the room and take it all in.

Recommendations to Build Social and Emotional Intelligence

Hire a coach: The coaching industry is growing even faster than the Chiefs of Staff field. Good coaches might have good answers to a Chief of Staff’s questions. The best coaches will have good questions to a Chief of Staff’s answers.

Budget time and funding for professional development: Training pays dividends. The best professional development has a component geared for Executives as well as Chiefs of Staff.

Overwhelm

Overwhelm can be a result of fuzzy job descriptions, loneliness, and poor social and emotional intelligence skills. And, there are practices to prevent overwhelm on and off the job.

Recommendations to Alleviate or Prevent Overwhelm:

Practice self-care: Physical exercise, meditation, healthy eating, and time off might sound trite. However, they are recommended by every successful Chief of Staff interviewed for this report.

Practice embodied leadership: Our bodies are excellent teachers if we are attuned to them. However, we spend most of our day in our heads. Through training in embodied practices that stretch our nervous system, Chiefs of Staff can better hold the disruption and stress of the day.

Train for clear communication: Difficult conversations are inevitable in any leadership position. Learning clear communication skills is an art form that will be of benefit both inside and outside the organization.

RESOURCES

 Books Recommended by Chiefs of Staff (with some surprises in the mix):

  • Being You, Changing the World by Dain Heer
  • Chief of Staff: The Strategic Partner Who Will Revolutionize Your Organizationby Tyler Parris
  • Daring Greatly and Dare to Lead by Brené Brown
  • Difficult Conversations by Bruce Patton, Douglas Stone, and Sheila Heen
  • Discover Your True North by Bill George
  • Man’s Search for Meaning by Viktor Frankl
  • Playing Big: Find Your Voice, Your Mission, Your Message by Tara Mohr
  • Powerful: Building a Culture of Freedom and Responsibility by Patty McCord
  • Principles: Life and Work by Ray Dalio
  • Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity by Kim Scott
  • Resilient: How to Grow an Unshakable Core of Calm, Strength, and Happinessby Forrest Hanson and Rick Hanson
  • The 7 Habits of Highly Effective People by Stephen Covey
  • Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Factsby Annie Duke
  • Tiny Beautiful Things: Advice on Love and Life from Dear Sugar by Cheryl Strayed
  • The Undoing Project by Michael Lewis
  • Your Oxygen Mask First: 17 Habits to Help High Achievers Survive & Thrive by Kevin N. Lawrence

Books Not Yet In Print

In addition to recommending books, some Chiefs of Staff envision writing the following:

  • How To Do It All – Including taking care of yourself
  • I’m A Chief of Staff…Now What?
  • Paving the Way for Process
  • The Story of Creating This Place: Things that seemed so big, but in the end are pretty small
  • Things That Make Sense But Don’t Make Sense

 

FOR FUTURE CONSIDERATION

An Unexpected Finding

One of the unexpected findings of this study is that many Chiefs of Staff experienced difficult childhoods or other challenges in their formative years. Though this paper cannot make a direct link between a difficult childhood and success as a Chief of Staff, it is an interesting area for further exploration. When questioned about specifics, these Chiefs of Staff confided they were often the ones who mediated family disruption: Arguments, divorce, death, illness, crisis. Perhaps, the experience navigating these challenging situations made it easier to step into the Chief of Staff role and mediate the high stakes, big egos, and charged energy of the workspace.

Transitioning Into and Out of the Chief of Staff Role

As the role of Chief of Staff grows outside of government, it is becoming seen as a stepping stone to higher leadership positions.[8] Though a great proving ground for numerous C-Suite and VP positions, the transition is often not seamless. There is a training opportunity both in the time before stepping into the Chief of Staff role and upon exiting. There is also an opportunity for addressing the emotional impact of transitions felt by Executives and Chiefs of Staff as the relationships come to an end.

CONCLUSION

Chiefs of Staff are proving to be invaluable assets for Executives in business and nonprofit organizations, just as they have been for many years in the government and military. Those who participated in this study were smart, talented, energetic, and motivated for success. They were great ambassadors for their Executives, their organizations, and their roles as Chiefs of Staff.

As this position becomes more common, it is important to address the challenges unique to Chiefs of Staff and offer appropriate training and coaching to ensure continued success for both the role and for those who serve in these positions.

 

What is an open heart?

Article contributed by guest author Rick Hanson.

The Practice:

Put No One Out Of Your Heart.

Why?

We all know people who are, ah, . . . challenging. It could be a critical parent, a bossy supervisor, a relative who has you walking on eggshells, a nice but flaky friend, a co-worker who just doesn’t like you, a partner who won’t keep his or her agreements, or a politician you dislike. Right now I’m thinking of a neighbor who refused to pay his share of a fence between us.As Jean-Paul Sartre put it: “Hell is other people.”

Sure, that’s overstated. But still, most of a person’s hurts, disappointments, and irritations typically arise in reactions to other people.

Ironically, in order for good relationships to be so nurturing to us as human beings – who have evolved to be the most intimately relational animals on the planet – you must be so linked to others that some of them can really rattle you!

So what can you do?

Let’s suppose you’ve tried to make things better – such as taking the high road yourself and perhaps also trying to talk things out, pin down reasonable agreements, set boundaries, etc. – but the results have been partial or nonexistent.

At this point, it’s natural to close off to the other person, often accompanied by feelings of apprehension, resentment, or disdain. While the brain definitely evolved to care about “us,” it also evolved to separate from, fear, exploit, and attack “them” – and those ancient, neural mechanisms can quickly grab hold of you.

But what are the results? Closing off doesn’t feel good. It makes your heart heavy and contracted. And it primes your brain to be more tense and reactive, which could get you into trouble, plus trigger the other person to act worse than ever.

Sometimes you do have to hang up the phone, block someone on Facebook, turn the channel on TV, or stay at a motel when visiting relatives. Sometimes you have to put someone out of your business, work group, holiday party list –or bed.

In painful or extreme situations, it may feel necessary to distance yourself utterly from another person for awhile or forever. Take care of yourself, and listen to that inner knowing about what’s best for you. You may need to put them out of your life. And you can see for yourself if you need to put them out of your heart.

How?

When your heart is open, what’s that feel like? Physically, in your chest – like warmth and relaxation – and in your body altogether. Emotionally – such as empathy, compassion, and an even keel. Mentally – like keeping things in perspective, and wishing others well.

Feel the strength being openhearted, wholehearted. Be not afraid and be of good heart. Paradoxically, the most open person in a relationship is usually the strongest one.

Get a sense of your heart being expansive and inclusive, like the sky. The sky stays open to all clouds, and it isn’t harmed by even the stormiest ones. Keeping your heart open makes it harder for others to upset you.

Notice that an open heart still allows for clarity about what works for you and what doesn’t, as well as firmness, boundaries, and straight talk. Mahatma Gandhi, Nelson Mandela, and the Dalai Lama are famous for keeping their hearts open while also being very effective.
Seeing all this, make a commitment to an open heart.

In this light, be mindful of what it feels like – physically, emotionally, mentally – to have your heart closed to a particular person. Be aware of the seemingly good reasons the reactive brain/mind throws up to justify this.

Then ask yourself, given the realities of this challenging person, what would have been a better path for you? For example, maybe you should have gotten more support from others or been more self-nurturing, so you wouldn’t have been as affected. Or spoken up sooner to try to prevent things from getting out of hand. Or managed your internal reactions more skillfully. Maybe you’ve done some things yourself to prompt the other person to be difficult. Whatever these lessons are, there’s no praise or blame here, just good learning for you.

And now, if you’re willing, explore opening your heart again to this person. Life’s been hard to him or her, too. Nothing might change in your behavior or in the nature of the relationship. Nonetheless, you’ll feel different – and better.

Last, do not put yourself out of your heart. If you knew you as another person, wouldn’t you want to hold that person in your heart?

What’s the difference between being cocky, cowardly, and confident?

“Knowing who you are is confidence. Confidence, not cockiness. Cockiness is knowing who you are and pushing it down everyone’s throat.” — Mila Kunis

Article contributed by Amy Sargent.

Do you know anyone who constantly tells you how great they are? Whether it’s a blatant statement of bragging or a masked self-compliment, it’s easy to recognize those who swagger. They are the ones who like to ‘up’ your story, who always have a better, bigger, or bolder experience than the one you shared.  They often are the loudest one in the room (though not all loud people are cocky–don’t confuse that!), are able to speak over others, and are inclined to tell long, detailed stories, rarely pausing to read the expressions of those around them, assuming everyone is deeply fascinated with their tale. They interrupt. They have this uncanny way of steering every conversation back to them. When you speak, if you get the chance, you wonder if they are hearing anything you say.

There’s something in them, some sort of inner need, that has to let you know that they are smart, successful, and superior. It’s the kind of person we try to avoid at the office, at a party, or when we’re out and about. And though they can appear to be quite confident, I think, deep down, their need to boast comes from a place of inferiority.

“Let another man praise you and not your own mouth; a stranger, and not your own lips.” — ancient proverb

And then there are those who struggle with having any confidence at all. These people live a cowardly life, tending to avoid confrontations and have difficulty speaking their truth. They sometimes stumble over their words and/or don’t speak loud enough for you to hear clearly. They lack confidence in their own judgment, hesitate to try new things, and avoid challenges like the plague. Because of this lack of trust in self, they question their own abilities and often feel powerless. Those who struggle with personal power tend to have difficulty setting appropriate boundaries and can be “yes” men/women.

Somewhere in between the two extremes lies the emotionally intelligent competency of personal power.

“Confidence, like art, never comes from having all the answers; it comes from being open to all the questions.”  — Marianne Williamson

Personal power, that sense of self-confidence and an inner knowing that you can thrive through life’s challenges, can sometimes be confused with cockiness, but it’s not that at all.

Those who have personal power — who are strong in this understanding of their strengths (and areas of growth) believe they can set the direction of their lives. They are not victims to the winds of change but sense when things need to shift and take action to make that happen. They have a calm inner conviction about who they are and their abilities.  Those rich with this competency tend to know what they want and go after it, and can speak their truth and give voice to their values and convictions. Though they are the ones that make things happen, those with strong personal power don’t always have to do it brashly and loudly. One important aspect is that they can distinguish between the things they can control and the things that are out of their control, and can let go of the latter when needed. They are always learning and never propose to have it all figured out.

Listen for how they define self. You’ll hear them speaking about qualities of the heart, not about what they do. Try asking at your next social gathering, “Tell me about yourself?” and listen for whether or not they tell you what they do or who they are.

Think of those you lead — or those who lead you — your colleagues, your teammates, your manager, the boss, your pastor, your significant other, or someone you just admire. Which of these three C’s does he/she lean toward: cockiness, cowardice, or confidence? Which type of leader would you rather follow? Which would you rather work alongside? I daresay we all are most drawn to those with true confidence.

Even more importantly, can you discern when you are being cocky, cowardly, or confident? It’s an awareness worth developing.

“There is a fine line between confidence and cocky. Confidence can bring you many things, but cockiness can make you lose many things.” — Azgraybebly Josland

Those who take the time to develop this competency of personal power unleash their ability to convey their ideas and solutions in an assured manner which gives others confidence in their ability to solve problems and achieve results. In other words, those that have personal power can lead, and lead well.

Most of us dance between the three, cockiness, cowardice, and confidence, depending on the day, our mood, and our behavioral self-control. In other words, we all have room to grow. Here are nine practical steps to begin moving toward true confidence/personal power:

  • Remember the glory days. Success breeds confidence, so take a moment to remember the things you’ve achieved in life so far. What are your success stories? Where have you excelled?  When did you accomplish a goal you set out to reach and how did you go about accomplishing it?  Remembering past successes — even those you achieved as far back as childhood — can help boost your levels of personal power when you begin to doubt your abilities.
  • It takes a village. Now think about who helped you accomplish those goals? Who believed in you or gave you the inspiration to keep going even when things got rough? Did anyone provide financial means which enabled you to succeed, or come alongside you as a friend or mentor to be there when you needed them? Reminding ourselves that our successes most always are a team effort can help us avoid the full-of-self syndrome. And leaning into friends as you accomplish goals can be a source of encouragement and help ensure success.
  • Identify the voices. I led a women’s group once and we attempted to get to the root of our insecurities. In almost every case, as children, we had been told by someone that we couldn’t — or shouldn’t — and now, as adults, we still believed that lie. Think on the areas where you lack confidence and see if you can remember where you first heard that maybe you were no good at it.  Identify who said it and when…not to hold a grudge but to realize it was just someone’s ill-spoken opinion. Recognizing the source of negative thoughts can help put them in their place as you move toward a more positive outlook.
  • Stop the hurtful self-talk. Even if someone was hurtful with their words,  it’s most likely you who continues the negative self-talk. Notice when you say, “I can’t” or start a sentence with “I’m only…”, diminishing yourself.  Try not to begin with “I’m sorry, but…”.  Learn to state your truth without apologies.  Also listen if you tend to tag “isn’t it?” at the end of a suggestion, or “right?” Those words are a way of seeking approval of others and teaches them to treat us as lacking power.
  • Build some fences. Setting boundaries and learning to say “no” can free us up to accomplish the things that are important to us. Being a yes man/woman actually limits us to doing only what others ask of us vs. moving in the direction that we want. You may need to spend some time reviewing your values and clarifying your goals to begin setting appropriate boundaries.
  • Lay down the remote. Determine which things in your life you have control over, and which areas you don’t. Hint: you can never control others’ thoughts, behaviors, or actions. Trying to control what you can’t will only lead to frustration. What you do have control over are your own thoughts, behaviors, and actions.
  • Dream a little dream. Whenever we create something new, it appears first as a thought. Envision yourself as smart, competent, articulate, poised, admired…and humble.  Use the prompt, “In a perfect world, I would ___” and fill in how it would look if you were teeming with personal power.
  • Shhh. In your next conversation, and those that follow, determine to listen more than you speak. Ask open-ended questions with the goal of learning more about the other person and the whys behind their thoughts and actions. If you tend to tell long-winded tales, shorten your stories and pause often to ask the other person to share as well.
  • Follow the leader. Find those in your life that exhibit true confidence and strive to emulate them. Watch how they interact with others — in meetings and in one-on-one conversations. If possible, ask to meet with them for lunch and learn from them.

As with all change for the positive, it’s easier if you work with a coach to help you stay on track. Consider engaging a social + emotional intelligence coach to walk alongside you. Shifting behaviors, especially habits we’ve been practicing for a long time, can take time and effort, but the benefits of moving away from cockiness and cowardice toward confidence will be rewarding.

“As is our confidence, so is our capacity.” — William Hazlitt

 

 

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