Leading Ways: Entering the Conversation with Leadership Savvy

It is true that anyone can lead from wherever they sit, but if you are not the designated leader, it may  be difficult to enter the fray and offer your contributions. New leaders, quiet leaders and those who  have worked as an individual contributor in a research, policy or clinical role often find it challenging  to push their way in, and their valuable contributions are left unsaid. If it is extreme, this reluctance  can be career limiting.  

Here are some scenarios and possible strategies and language to help in these situations.  

  1. I’m on a larger team and a fellow team member presents a design idea at our technical  review meeting. She is very enthusiastic about it and would like it resourced. I have some  concerns about the complexity of the design and worry difficulties in executing these ideas  will bog down the resources. It's an interesting idea, but I would like to refine it (to a  simpler design), but do not have a quick recommendation and don't want to discourage  more ideas.   

    Entry Strategy: 

    First, you want to affirm the idea and its potential. You could say, “I really like this idea because it  … (give reasons)  

    For instance: “uses new technology, approaches a persistent problem in a creative way, makes good use of a valuable partnership, builds off of another project that was a success, would use Dr.  X’s talents that we do not fully utilize, and any technical things that you think are solid. 

    Second, you want to show support and understanding in the light of your proposal. You would  say “And while I fully support going forward, I do think that a little more work on the design might  make it more competitive for resources when compared with other ideas being discussed.” Or “I  like this, but I think we would be more successful if we got buy-in from others by a) simplifying the design, for instance … (demonstrating that you understand the project and support it, but have thought about this or b) considered doing this smaller-scale set of experiments to demonstrate that the technology will be applicable or that we can make the adjustment efficiently in workflow, etc.  

    Third, you want to buy time to do a little more thinking, but still be seen as supportive. You  would say, “I hope I’ve been clear that I’m generally supportive of this proposal and would be happy  to expand on my suggestions or sit down with you to push on some of these thoughts.”

  2. I am attending another project team meeting whose agenda is very packed. I would like to give my perspective on a technical problem after one of the presentations. Several people quickly comment and ask questions that require longer answers. I opt to not speak up at  the meeting and follow up by email so that the meeting can keep on time.

    Entry Strategy: 

    Well, the clock didn’t bother the chatty people, but you are not that guy or gal or even want to be, so you would say. “I know we are short on time (indicating that you do even if others don’t) and appreciate the commentary, another way to approach this problem is…” – then give as succinct a  general description as possible, even saying something like, “by using the approach that was developed in Mary’s lab last year. I will share more details with the group in a follow-up email.” This takes 15 seconds, I timed it, double to 30 seconds and you can be guilt-free that you didn’t use up time. But you’ve done a lot: 

    1. Expressed understanding and interest in the project  

    2. Shown it has value  

    3. Complimented the chatty on their input, and a little chastisement for running on

    4. Offered the nub of your idea for all to see  

    5. Given yourself time to flesh it out 

    6. Leave the expectation of an email that they then are more likely to pay attention to.  

  3. At my project review presentation, a senior deputy disagrees with my strategies to tackle a specific problem (or recommends an idea that isn't fully fleshed out). I don't fully agree and need to quickly decide whether to engage the deputy or dismiss by saying that we will consider their recommendation.  

    Entry Strategy: 

    Let’s just say this person could be named Bill. What you want to do is to let them know you have heard them, let them know that you will give the input due deference in due time, not commit to anything, and move on.  

    So, you would say “Bill, as usual, all good thoughts (they may be no more than that, thoughts, so don’t overvalue them) “as I take these ideas and the input from the rest of the group and think it through for next steps I might come back to you for a bit more on… (really good here if you can  take a piece of what he said that was helpful something like, “yes, I will add page numbers…” Then,  “Thank you all for your help on this. Now I’d like to move to …”  

    The reality here is that not everything out of everyone’s mouth is important or needs a deep response. But it always helps to let them know they have been heard. You will need to develop a  sense about whether or not it is truly important to the person, has any real value (which might take time), and how it ranks in priorities. This last one probably requires you to crank some reputation and seniority considerations into the analysis.  

  4. At another team project's review presentation, I don't necessarily agree with the technical direction/strategies/design, but I also don't want to interrupt and come across as criticizing. 

Strategy: This one is tougher, and you need to ask yourself is the “juice worth the squeeze.” You are probably not the person who needs to speak up just because you have a different way of seeing things to impress others. Assuming that it is important or possibly helpful to offer your perspective you could think through what the more effective way is to be heard here, speaking up or following up with an email.  

Entry Strategy: But assuming that you want and need to speak then you would take the one thing  that is most egregiously wrong with what has been proposed and say, depending on the level of the  issue in one of three dimensions: direction, strategy design, one of the following:  

Direction: “I really like the design for this undertaking, and it looks like you have spent good time  developing that, but I’m still not getting how this fit into our current portfolio commitments, so  could you go back and touch on that again for me (if you can more closely target this for them all  the better) 

Strategy: “Really great project thanks for bringing us all up to date on this. I think it clearly will help  (our portfolio commitments, your Project Team, etc) and I think some of the experiments show creativity and focus, hard to achieve always. But I do have a question or two about (why you are  waiting for a low-level technical review or why this before that or if the full range of the steps have  been thought through)”  

Design: “This is an interesting project, and I can clearly see the value thanks for sharing it so thoroughly, I am curious about one thing however, what was your thinking behind choosing a) to use technology X over Y or Z or b) altering our standard methodology from X to Y. 

In all of the above, these are the general steps you want to take as you enter a conversation as a leader. 

  1. Signal that you are all on the same team and working toward shared goals.

  2. Compliment them on whatever you can and thank them for their hard work. 

  3. Be positive.  

  4. Express gratitude. 

  5. Be supportive of their overall undertaking or intent, if you can.  

  6. Be curious and raise your concern in the form of questions, “Help me understand? Why did you…? What was behind your conclusion”  

These six make your comments more welcome and palatable and are likely to make it easier for you to offer the general perspective you need to share. To incorporate this into your leadership skill set,  think about the phrases and translate them into words that you are comfortable with, but do the same work. Then just start practicing until it just becomes the way you are in a group.

Leading Ways: A Changing Work Landscape

I just got my first Pfizer vax in March, so like others, I’m itching for this year to be over. But that  could just be a reaction to the vaccination.  

Before we jump from 2-D back to 3-D there are some leadership things to keep in mind about work  and how we do it.  

  1. What did we learn this year and how do we carry forward what has been valuable? I believe  it is pretty amazing that things we thought could never be done- telemedicine, vaccinees in  less than a year, about half the work force working remotely- happened because we had to.  This should tell us a great deal about how quickly we can change when we need to and how  amazingly productive and useful the technology that surrounds us can become when needed.  Take some time with your team to identify what you’ve learned and what you want to keep as we go forward. 

  2. The best accommodations to the virtual world have been when we took the time to be  creative and rethink through what we were trying to accomplish and then use the tools to  do things differently, rather than just cram old patterns into the new formats. I have been a  part of efforts using both approaches and the former feels like a significant act of  reinventing and doing things better, deeper and often faster. The latter, just forcing old ways  into virtual spaces, were and remain awkward and strained. The takeaway here is to figure  out how to keep the innovative spirit and use the best tools for the outcomes desired.  

  3. As the return starts some of our workplaces will be zombie sites – half alive and half dead.  Anticipating this reality for everyone, the early returners, those late to the party and the ones  that might always stay away for whatever reason and providing the opening for discussion  and sharing will help as new work ways will be invented. This points to the reality that all of  this will be dynamic and uneven and will require a leadership response for accommodating  the discussion, recognizing the shifting feelings around this, applying the lessons learned and  encouraging the new ways to form. 

  4. These dynamics are likely to present the opportunity for workplaces that are creative  hybrids of the face to face and distant. We have had some of this in the past, but it is likely  to be more pronounced, accepted, fruitful and necessary in the future. Again, the leadership  watchword here is to think through what is needed and what is the best way to accomplish  it, not to default to the office workplace, business trip across the country, or working only  with existing staff resources. 

  5. This leads to the reality that the leadership skills needed in a virtual world are not going  away. Mostly leadership is leadership on the screen or in person, but there are real  differences and maintaining and continuing to grow the skills for leading at a distance for  ourselves and others will be important. If you need a starter discussion on these skills go to  Quick Takes for a series done last summer as a place to begin. 

  6. As we went into this worldwide challenge last year, we were moving in such uncharted  territory that most leaders were aware of the need to double down on communications.  This current switch may seem more familiar and the need for reaching out seem less  pronounced. It is not. To check back on your crisis and change communication skillset check this post from last year on that topic.  

  7. I think that a year away from the day-to-day reality of work may also hasten some of the  Boomer retirements as many of us reflect on some of the lessons that might have been  learned this year, including home is not so bad, the world doesn’t stop when you are not at  the helm, you are not nearly as facile at that technology as you thought. Little things like that.  Organizations and leaders will want to anticipate these changes making sure that some  succession thinking is going on, that the response takes into account the new work landscape  and even how retirees can be more creatively used within that landscape. 

  8. Finally, this is a particularly auspicious moment. Many things have changed and is important for leaders to be very intentional about the opportunities that are afforded by the new environment. This will require them to create ways for all of their staff to engage, express their preferences, share their new skills and expectations and be willing to foster and sponsor deep changes in how we organize, conduct and evaluate work. Do not miss this window through inattention.