Posts Tagged ‘performance improvement’

The art of measurement

Tuesday, August 30th, 2011

I have recently questioned the number of networking events that I have the opportunity to attend – and more specifically the benefit of many of them. There are some beneficial ones that I attend – where I learn and develop – and there are others that appear to be run for the benefit of the few organisers, and are marketing events thinly veiled as networking events. Unfortunately, in my view, too many of them are leaning towards the latter.

Consequently, at the suggestion of another self-employed colleague, she and I loosely organised – ‘set up’ sounds too grandiose a term – a ‘Walk and Talk’ event. The intention was that there would be 6 or 7 mile walks in areas of outstanding beauty where we could chat, theorise, contemplate, problem solve, reflect, and seek the counsel of other like-minded individuals. I am pleased to say that these have really taken off now – as we walk, smaller groups of 2 or 3 will chat for a while, and then, perhaps where a gate is opened or a stile is negotiated, the groups will seamlessly change and other discussions will develop. If the surface is suitable, sometimes a model is drawn and discussed (sandy, slightly damp conditions appear most suited to this aspect!). They happen about every six weeks, there are different people every time, and we have fun, develop ideas and keep fit as we go!

On the last walk, I was listening to two fellow walkers discussing coaching. One of the threads of their conversation led to them discussing a definition of coaching, which was “… the art of facilitating the performance, learning and development of another’. The provider explained that the quote is by Myles Downey and that he likes it because it implies an intuitive art to the process, as well as the mechanical deployment of skills and techniques. He added that the most important word to him within the definition is ‘art’.

This set me thinking. As some of you are aware, I don’t generally have a lot of time for qualifications relating to the acquisition of people skills. There is too much measurement of outputs, and insufficient valuing of outcomes. As a prospective employer, I really don’t care whether you have a trainer’s qualification or not – what I care about is whether you can demonstrate that you have used sound learning and development principles to bring about or contribute to improved and quantifiable organisational performance.

Coaching is the same. So you’ve got a qualification. That’s positive in that it demonstrates a commitment to learning and a desire to improve oneself, but it may not tell me whether you have assisted in improving a person’s performance through your coaching skills. And so do they really help a customer who is seeking a
competent coach?

If coaching is an art, can a qualification measure what is an art? Mozart, Lennon, Dali, Rodin, Rowling – did they have qualifications relevant to their arts?

Perhaps there is a place for qualifications at a basic level within an art, but surely there comes a point where the skills are beyond the realms of being broken down into competencies?

Benjamin Bloom presented us with his Taxonomy of learning within the Cognitive Domain many years ago. As you may well be aware, a taxonomy is an ‘ordered list’, and Bloom identified 6 stages we have to pass through in developing our knowledge of a subject or field of expertise. These levels are Knowledge, Comprehension, Application, Analysis, Synthesis and Evaluation.

A coaching qualification can, I accept, measure a person’s ability to the Application level, but can it measure it beyond this level? The top quality coaches who I have had the pleasure and fortune to witness exhibiting their skills are beyond this level. They use their feelings, their sixth sense, their intuition – that’s why they are the best. They are true artists.

As for the Walk and Talk, I was so involved in these personal reflections, I was only walking and contemplating at that time. But that’s fine – and that’s what makes it so good. Everyone has the space to do what they want, when they want to do it and how they want to do it.

And, even better, people bring their walking boots rather than their business cards.

Paul

Is it pointless trying (except in rugby)?

Sunday, July 3rd, 2011

How often do you use the word ‘Try’ when you are telling yourself or others that you are going to do something? And just as importantly, what are you really saying? For such a small word, it can have hugely debilitating effects.

The use of the word comes up in many coaching sessions I undertake – and that’s because managers and leaders have a propensity to use it. Think of the last time you used it, and then think about what you were really saying.

Sometimes when people use it, and they say that they are going to ‘try’ and do something, they are really sharing that they don’t really have the confidence or belief that they can achieve whatever it is. They are already giving themselves a way out, telling themselves that it’s alright if they don’t achieve whatever it is they are going to ‘try’ to do.

On other occasions it can be used more dishonestly – and sadly I have to admit to using it in this way myself.  For example, if my wife asks me to do something, and I know there is little possibility of me doing it due to other – as far as I am concerned – more pressing or important activities, I will respond that I will ‘try’ to do it (I’m hoping and assuming that this is not too much of a revelation for her, but I also know I’m reasonably safe as she doesn’t read my blogs … well, I don’t think she does …). And guess what – it usually doesn’t get done.

The common denominator between the two examples is that the task or activity we are considering will probably not be achieved. As a rule of thumb or a default position, I find that the more a person uses the word ‘try’, the less they will accomplish.

There was some American research undertaken a number of years ago that supports my rule of thumb. It found that where a manager says that they are going to ‘try’ to undertake something, they are approximately 50% less likely to achieve it than when they leave out the word ‘try’. Unfortunately, I can’t re-find the source (but if anyone has it please let me know!).

You have probably heard the proverb, “If at first you don’t succeed, try, try and try again”. According to Gregory Titelman’s book, “The Random House Dictionary of Popular Proverbs and Sayings”, it has been traced back to a book called ‘Teacher’s Manual’ by the American educator Thomas H. Palmer, and it was designed to motivate American children to do their homework. Palmer (1782-1861) wrote in his ‘Teacher’s Manual’: ‘Tis a lesson you should heed, try, try again. If at first you don’t succeed, try, try again.’ I wonder whether it had the desired effect?

A more positive quote, or way of looking at matters, can be found in the Star Wars film, “The Empire Strikes Back”. Yoda, the small and strange looking Jedi Master is training Luke Skywalker. Yoda sets him numerous challenges and tests to help build the boy into a Jedi. When Luke is given one particularly challenging task, he responds to Yoda that he will ‘try’.  ”No,” Yoda retorts, “Do, or do not. There is no try.”

And Yoda is right. There really is no try. We do something or we don’t do something. And so many thousands, possibly millions, more goals would be achieved every day if we stopped talking to ourselves and others in terms of ‘trying’.  

There is, however, one situation where a ‘try’ is an achievement. This is in rugby. A ‘try’ is scored when a player touches the ball down behind the opponent’s goal line. Why was that word used? Well, a ‘try’ originally didn’t get any points. When it was first introduced, the only way to score points was by kicking a goal – and the ‘try’ simply gave the team the opportunity to kick for goal and for points. The game has moved on since then, but the terminology has not.

But do you need to move on with your terminology? How often do you ‘try’? Does it add to your successes or stop you from achieving? Listen out for the next time you say it. Reflect on it. If necessary, plan to use a different phrase in future and evaluate how it impacts on your performance.

Paul

So tell me what you need, what you really, really need

Monday, April 25th, 2011

I’m all for the phrase “Make it happen”, but we always have to be clear on the ‘it’. Sometimes organisations are so keen to make ‘it’ happen, the priority can become “Make something happen” which can often be one step forward and two steps back. It can also damage relationships and cause waves in previously tranquil waters. And it can waste serious amounts of money.

The area of learning and development is one of the best – or worst, dependent upon how you look at it – examples of this.

I can think of several occasions where training interventions have been delivered and they have not delivered the required results in the workplace. In several of those instances the claim has been that it was “Training’s fault because they didn’t train the right things”. Hmmm. Perhaps it was, or perhaps it wasn’t. It is, however, relatively simple to introduce a process that minimises this potential and maximises the value from an organisation’s investment in learning. As with so many successful projects, the primary requirement is for the relevant people to take the required responsibility and accountability.

Learning and development professionals (the contractors) need to slow down the commissioning process. The commissioning process is the stage where the internal or external client identifies what needs to change. And this will only work if the responsibility is in the right place.

The client has to take responsibility for job descriptions, core skills and identifying individuals’ learning and development needs. The contractor’s role is to analyse the client’s needs and develop appropriate and cost-effective interventions, deliver the interventions, assess the competence of delegates and check the intervention met its stated objectives. Finally, we arrive at the evaluation of the changes in the workplace as a result of the intervention – which is the client’s responsibility.

The start of this cycle used to be called the Training Needs Analysis (TNA). However, it is increasing being broken down into two activities called the Performance Needs Analysis (PNA) and the Learning Needs Analysis (LNA). Whilst it is the responsibility of the client, the contractor needs to assist them in this process. When we are closely involved in matters, we often lose our objectivity and sometimes make assumptions – this is what can happen for a client and so we need to help them avoid this by taking them through a structure process.

This process can be as detailed as everyone wants to make it. Having said that, if learning and development professionals use too complex a process, they will lose credibility with the client. The complexity of the process should also be driven by the size of the audience – in other words, if 20 people need to improve their performance in a particular area, the process should be less arduous than if 2,000 people require it – but both require a process to ensure we make the right thing happen.

As a start, I use seven questions. These are:

  1. What is the identified performance need?
  2. Why is a solution required (how will it add value, and what would happen if it did not exist)?
  3. How will the solution improve the organisation’s performance against its identified goals?
  4. Which organisational competencies does the solution aim to address and to what level?
  5. What are the target staff groups /  teams / Departments for this solution?
  6. How will the effectiveness of the solution be measured in the workplace?
  7. What are the clearly stated, measurable objectives for the solution?

From experience, I know that these questions can come across as threatening to clients. This is particularly the case in immature organisations – in other words, organisations where discussions around learning and development activities are often packaged in terms of the client stating they want a course on a particular aspect, rather than rational, objective and meaningful discussions between the client and contractor on what they need to achieve together.  Consequently, my preferred approach is to let the client have the questions prior to us meeting face to face or us having a further phone conversation. This gives them the opportunity to identify what they need – what they really need.

When learning and development professionals get this process right, they are well on their way to making a meaningful impact for the organisation. They will be able to demonstrate their value in improving performance.

In my next post, I will explain a little more about each of these seven star questions – and why, when you have completed the process, you need to get your sponsor’s sign-off.  

Paul

Breathe in Good Company

Sunday, April 17th, 2011

I was asked last week why I called my company, “Breathe Personal and Organisational Development” – and in particular the reason for using the word ‘Breathe’ in the title.

I think names are very important as they give a first impression, and so I gave it a lot of thought. My aim was to find a word or phrase that encompassed everything that we offered. I eventually recognised that the most appropriate common denominator was breathing.

The on-line encyclopedia Wikipedia describes breathing as follows: “Conscious control of breathing is common in many forms of meditation, specifically forms of yoga for example pranayama unlike anapana which is only awareness of breath. In swimming, cardio fitness, speech or vocal training, one learns to discipline one’s breathing, initially consciously but later sub-consciously, for purposes other than life support. Human speech is also dependent on conscious breath control. Also breathing control is used in Buteyko method”.

I’m not aware of some of the techniques and methods mentioned in the definition, but you will find more detail on them on the internet. I am, however, aware of some of the benefits of effective breathing. These can include it:

  • Being a key to successful personal stress management
  • Reducing the impact of asthma through the effective use of particular techniques
  • Helping a person sleep more easily
  • Reducing a person’s heart rate
  • Being a method of helping control blood pressure
  • Enhancing performance because it helps people focus and relax

I’m not qualified to advise on a number of these, but I do know about the last of the bullet points – and that’s the reason behind the company name.

When we are preparing to deliver a presentation, dealing with a difficult staffing situation, being interviewed for a new job, or any other situation that we feel is going to be potentially challenging or stressful we need to maintain effective breathing.  The rest of our body and our faculties are counting on our breathing. They are ‘looking up’ to it for leadership, inspiration and support.

When it suddenly deserts us, we realise it – and suffer the consequences – very quickly. The loss of its leadership leads us to doubt our abilities, the lack of its inspiration stops us from searching for more positive thoughts and ideas, and the loss of its support can make us believe that everything we ever considered might go wrong in the particular situation will go wrong. An apparently hopeless situation.  And all because we’re not breathing very well.

This can result in anxiety, concern, fear, tension and other negative emotions – and we need positive emotions to enable us to breathe effectively. Hence why when some people see others suffering before or part way through a stressful experience, they say “Take a deep breath”. They are trying to help the person take control again. Whilst the advice is well intentioned, it is best to have learned how to breathe effectively prior to this point.

In brief, we need to breathe in through our nose and out through our mouth. By concentrating on breathing out there is more chance of avoiding shallow breathing and achieving deep breathing – which is the good place we need to.

In some ancient systems breathing was viewed as the foundation stone of health.  I believe that breathing is the foundation stone of effective performance and achieving our goals. Hence the name.

Paul

Misleading Matters

Saturday, April 2nd, 2011

I was having a lovely email exchange with a person yesterday who has recently moved into learning and development management. She was explaining how she now needed to be more strategic, she has real plans for her company and she was so passionate about what she wanted to achieve. It was an inspiring exchange!

It started me thinking about if I was in such a position again. If I wanted to develop a culture that was as performance focused as possible and able to demonstrate how it added quantifiable value to the organisation, what are the words or phrases that would most hinder that culture shift, and what would I seek to replace them with? How could I demonstrate clarity of direction? Here are my top five:

Training Manager – that would be the first one to go. For me, the title signifies that the post-holder is purely focussed on what happens whilst a delegate is attending a course or undertaking an e-learning package. I’d want to be the Learning and Development Manager – or even the Performance Improvement Manager – thus signifying that I have a proactive interest in engaging with the managers and delegates pre and post event, and ascertaining the value of our contribution.

Abstraction – So often I used to be told at meetings that training was an abstraction, and the person making the judgment argued they couldn’t afford such an abstraction (in some companies the word ‘overhead’ is also used). I would immediately retort – sometimes interrupting the person, especially if they didn’t get the message the first time – that the learning and development that I managed and delivered was an investment (not an abstraction). If people get used to referring to your activities as an abstraction, the activities have the potential to become so. Take the opportunity to change the culture and make people think differently about what you are doing.  Eventually others will call it an investment, and then you know the culture can change and you will be viewed very differently.

Time Management Course – Why advertise that you are going to do something that is clearly impossible? Sailors don’t claim to manage the tides, and weather reporters don’t claim to manage the weather – we may wonder what planet they were coming from if they did. So what reasons do trainers and training managers have for claiming they can help people manage time?  We know what the tides will do, and can see and feel (and predict to some degree) the weather, so we manage ourselves accordingly. The same goes for time. Call such events Task Management or Task Prioritisation Courses – you will be surprised how differently people think about the event from the outset, because you are being clear about what will be achieved. Have a look at all your offerings – do they really do what they say on the tin?

Problem Person – I have often been faced with someone seeking assistance as they have a ‘Problem Person’ to deal with.  I bet Carl Rogers turns in his grave every time he hears this. If people are viewed in this way, they will potentially always be a problem. Such an individual is a person. A person who has a problem – a problem which you may well be able to assist them with. Where the manager thinks they have a ‘Problem Person’ they will more than likely become one.

Can you organise a (whatever) skills course, please? – The answer to this is ‘No’ – well not on this information, anyway. Operational managers are busy people and also may not be aware of all the ways that development needs can be met. You need to find out more – a lot more … how was the need identified, how many people does it apply to, how do we know it applies to all of them, why do all of them need it, what opportunities will there be for all these people to use the new skill, and so on. Get to the heart of the matter. You will receive so many ill-defined needs – and asking these questions (and others) will help generate a performance improvement partnership between your function and the rest of the organisation. And if you don’t ask the questions, and the learning and development intervention doesn’t work, the operational manager will make it public as to whose fault they think it is – and that will not do your culture shift (or reputation) much good!

So those are my top five – are there any that you would add?

Paul

Sell your crunch, not your apples

Saturday, December 4th, 2010

Where does the L & D function fit within your organisation? The importance of this cultural fit cannot be underestimated when leading a L & D function. In my experience, too many L & D functions have existed to deliver training – that is what they have been seen to do, and that is what they have done – and this approach gives them little credence with operational managers.

I once had concerns about the impressions that my unit was giving to the remainder of the business. At a managers’ meeting I took the opportunity to ask a few (what I thought to be) fundamental questions to see whether they were espousing my stated aims for the unit. They all managed trainers, so firstly I asked what they saw to be the overall role of the trainer. The first answer was, “To deliver training”. This was closely followed by answers indicating that they needed to be able to write lesson plans and that they should be able to explain points clearly to delegates. Two more responses followed in a similar vein. The sixth response was, “They need to get the delegates to be more effective”. That’s what I was looking for – a link to improving performance.

After a few other responses, I then asked, “What are trainer shoes for?” The first response was, “to help people run faster”. Other verbal offerings built on this performance related theme.

I then asked what they thought was the overall role of a horse trainer. The first respondent indicated that her view was that they were there to enable horses to win races. A second added that perhaps it was to enable both horse and rider to win races.

“So”, I asked, in a John Humphreys sort of way, “Why is it that you view trainer shoes and horse trainers as being there to improve performance, yet you see that the primary purpose of our trainers is to deliver training?”. This was followed by a silence.

This short exchange had confirmed my concerns and highlighted a fundamental issue in leading a successful Learning and Development Unit. If its own staff see the focus as being delivering training, this will be apparent to others in everything they do – most of all to the already potentially sceptical operational managers.

I personally would consider changing the job title of “Trainer” to “Performance Improver”, however, – at least initially – I think this would cause problems for others to understand what the role is about. It is fundamental, however, that the trainer views their role in this way. They should not see themselves as people with training skills who use these skills to improve performance; they need to see themselves as performance improvers who achieve this by using sound training skills. This may appear to be a play on words, but I don’t believe this to be the case – it is a way of the person constantly being reminded of the primary purpose of their role.

When I used to train trainers, we engaged in some lengthy discussions which felt very important and fundamental to the role – in retrospect, I am now disappointed to admit that they were akin to navel gazing – they were all about the minutiae of training delivery which, on reflection, had little impact on delivering greater operational performance.

It is only be demonstrating this focus on improving performance that you will earn a credible and respect place around the table when the all important annual budget is being allocated – and then the more improvements you can show to have been involved in, the better your chance will be of improving your share of the budget.

All this can be achieved by a number of key activities. These include:

  • Engaging your internal customers in deciding learning priorities
  • Explicitly linking all learning to business objectives
  • Explicitly linking all learning to improving performance
  • Measuring your team’s performance in terms of operational performance improvements rather than / in addition to the quality of the training delivered
  • Clearly communicating your successes to the business
  • Where appropriate, measuring your impact by undertaking Return on Investment (ROI) evaluation activity to demonstrate the financial return for the business’s investment.

The overall culture of a unit is probably the most difficult aspect to change – but ultimately the most fundamental and rewarding. By implementing these processes, we can start to change the mindset of our team. We find out who wants to make the journey with us, and who perhaps does not.

Paul