Author Archives: tregoed

Training vs Education

We don’t train – we educate!

 

How often have you been told you get to ‘go to a training program’?  And, in your mind, is this a part of something holistic or is it an event?  The longer I work with organizations the more I get to realize that training is just training – but, educating is truly what can make a difference.

When you think about educating, you think about what the value is and what a difference it will make in how you do your work.  When you are offered the chance to attend a work session, think about what this will mean in your own work.  How will I take what I learn and make it a part of my job?  How will I internalize what I have been a part of and make it part of my every day?  And, most importantly, how will what I have learned change the results I will achieve? 

That is what true education is all about.  As you think about the sessions you have attended in the past, or the session(s) you will attend, how will you capitalize on your learning?  How will you make a difference in the job you do, the role you play and how you accomplish your job duties?  Think about that the next time you are privileged to attend ‘training’.  You will know the incredible difference and know that education makes the difference!

Obama and Romney and Hamlet…Oh, My!!!!!

What might the sitting President of the United States, the presumptive challenger to his position and the angst-filled Prince of Denmark have in common?

Decisions to make! Decisions that will create consequences to live with : for themselves as well as many connected to them.

 

The front page of the New York Times on Sunday, June 3, 2012 carried a piece written by Mark Leibovich in which he paralleled similarities between Mr. Romney and President Obama.  Suffice, for this purpose, to note that the most striking was this: “…both like process-driven decisions…”.  And, alas, for poor Hamlet– it is there that any possible likeness among the three ends!

While the contenders for the most powerful position in the free world understand that making decisions based upon “gut instinct” may work for television characters and the lucky few imbued with radar- sensitive abilities to discern preferable courses of action, directing the course of our behavior using those lodestars is probably foolish for most of us.

 

Hamlet’s agony…” To be or not to be … that is the question” has resonated with theatre-goers for millennia because we all know what it is like to wrestle with a dizzying array of possible actions when faced with questions calling for decisions. Like Hamlet, we may arrange potential lists of possible solutions while we toss and turn as to what choice we have… if, indeed, we really have a choice at all. Like Hamlet, we all have been faced with situations in which we feel that we have NO choices at all … We are between the proverbial “rock and hard place”.

 

But are we really without options … Even when we think we are?

 

The agony of finding solutions for the challenging and complex issues we face in positions of leadership in school systems is that making decisions becomes analogous to walking in for a colonoscopy while choosing to forego the anesthesia!

While we know that the decisions looming in front of us must be made (just like the colonoscopy is, really, in our best interests!), we fret, worry, second-guess and delay pulling the trigger of choice.

Why?

 

Perhaps we are concerned that the result will be less than desirable.

Perhaps we are concerned that we have not made the choice that will be best understood by those upon whom the decision’s impact will fall.

Perhaps we are concerned that we have failed to consider all salient points.

It is at this moment that the process-driven decision making styles of both President Obama and Governor Romney would do our protagonist, Hamlet, well.  Frankly, learning how to implement process-driven decisions would serve most of us well, also!

By embracing a clear and well-defined strategy for defining decision issues and making the implementation of that strategy part of the way that one not only makes decisions but explains decisions to others, Hamlet would not only spend less time walking the corridors of the Denmark castle… but also find it much easier “to sleep-perchance to dream” than not!

Good and successful leaders understand that citizens of all stripes (corporate, school or national) are far more likely to accept decisions that make sense to them in terms of how the end point was reached.  While not every decision can be welcomed as most wanted by all, most rational people can live with decisions opposite to their own desires if … but only if … the process for reaching the decision seems fair, clear and comprehensible.

 

TregoED prides itself on being able to share a decision making process with school leaders that is all of that: easy to learn, easy to understand,  easy to share with others …as well as defensible and visible to both decision-makers and those who must live with the choices made by those in command.

 

While we are unable to assist the noble Prince of Denmark with his challenge, we are ready to assist you!

 

So, as you spend the coming summer months watching the Democrats and Republicans  vie for national leaderships, remember that you, too, can share the “process-driven decision making style” embraced by both standard-bearers.

 

We may not be able to put you into 1600 Pennsylvania Avenue… But we CAN help you figure out what course of action answers the questions keeping you awake in YOUR castle at night!

 

Visit us at www.tregoed.org to see how decision analysis can remove your decision paralysis!

 

 

3 Easy Steps to Improve Your Meetings

Recently, I saw a poster with this observation: “Meetings: ‘None of us is as dumb as all of us…”.  While it is meant to be humorous, the underlying sentiment about meetings is very serious.  Meetings have a very bad reputation!

“31 Lost Hours per Month.”

One of the biggest complaints in most organizations is meetings–they waste too much time. Although many of us complain about meetings, we can all expect to spend a lot of time in them. Most professionals attend a total of 61.8 meetings per month   and research indicates that over 50 percent of this meeting time is wasted  Assuming each of these meetings is one hour long, professionals lose 31 hours per month in unproductive meetings. Considering these statistics, it’s no surprise that meetings have such a bad reputation.

Boring or Energizing?

It’s not hard to come up with adjectives to describe how we feel when we attend a “bad”, meeting.  On the other hand, most of us would agree that we leave “good” meetings feeling energized because we have been involved in the discussions and are now committed to doing our part to help address the challenges that have to be addressed.

3 Steps to Make them Better?

Recently, I had the opportunity to work with a district leadership team in the Chicago area to find ways for making their meetings more productive and efficient.  The team, familiar with rational processes through TregoED, was determined to use those processes to make their meetings more productive.  They agreed to take the following actions to improve their meetings:

1.  Establish Objectives:  By starting all meetings with a list of specific objectives, everyone will be focused upon the purpose of that meeting.  Sending everyone a list of objectives ahead of time gives them the opportunity to reflect on the issues and come prepared to contribute.

2.  Use a Rational Process to Keep on Track:  Once the objective was set, they used a strategy that coincided with that objective.  For example, if the purpose of the meeting was to

  • Understand the issues about an item—they would use Kepner-Tregoe’s  Situation Appraisal
  • Determine a course of action—Decision Analysis
  • Implement Plans–Potential Problem Analysis

Having specific decision-making and problem solving strategies can help any organization stay focused on their objectives and determine a plan of action.

3.  Make Visible Information and Communication:  Writing important information on a whiteboard or flip chart concentrates attention on the information and data under discussion.  Repetition is reduced, and assumptions are made visible and tested. In addition, writing things down ensures better follow-up and record keeping; there is less chance for something to be left out inadvertently.

How do you make your meetings more productive?   Please share your comments about how your organization has been able to improve the quality and effectiveness of your meetings.  If we are going to be attending 61.8 meetings per month, we need all the help we can find!!!

 


Are you Ready for CCS? 5 Key Elements for Success

When asked about the success of the Standards, Chester E. Finn, Jr., President of the Thomas B. Fordham Institute, commented “The biggest potential pothole, by far, is failed implementation (Education Week, April 25, 2012).”  Successful implementation – like other major organizational changes – requires strategic and systemic thinking.

  • What’s the district’s role in implementation?
  • How will various stakeholders be involved along the way?
  • What kind of skills and knowledge are necessary?
  • How do leaders (district and school) help staff manage change?

The districts that will most successfully implement these standards are ones that have recognized and planned for the magnitude of this change on all levels.  One such district is Gaston County Public Schools in NC, under the leadership of Dr. Lory Morrow, Deputy Superintendent of Instruction.  Working with the Curriculum and Instruction staff, they have taken a comprehensive and collaborative approach to ensure their success.   Key elements include:

  • Clear goals for CCS implementation and metrics for measuring success;
  • A goal-driven district plan for CCS implementation – key actions, persons accountable, and timelines  identified;
  • A communications plan which considers various stakeholders – including  purpose, message, vehicle, audience and responsibility;
  • A monitoring focus to ensure adherence to plan and make adjustments as needed; and
  • Shared strategies for addressing implementation issues and decisions as they arise.

The strategic work that they have done has resulted in a clear implementation plan with well defined actions and accountability.

How have you prepared to implement this complex change in your district?  Is your district ready?

Improving School Culture

This topic is so complex. School culture is a reflection of how the school board, community, parents, administrators, staff, teachers, and students view and treat one another. Improving school culture requires buy-in from almost all stakeholders, doesn’t it?

Resisting the Temptation to Avoid Collaboration

James Watson (of Nobel Prize-winning science duo Crick & Watson) once stated:

“Nothing new that is really interesting comes without collaboration.”   Most of us accept that the world is too complex for one person to have all the answers. But do we behave this way in practice?   Do we risk complicating – but ultimately improving – our decision-making by getting others involved?

You, like me, have probably had the experience of attempting to collaborate with others on something important – only to later question your sanity.  In theory, collaborative decision-making sounds compelling. In practice, though, it can be messy, scary, and sometimes downright infuriating.  Often it just seems easier and more effective to do it yourself.

The problem is, while it may seem easier, it is rarely more effective. In his bestselling book The Wisdom of Crowds,   James Surowiecki explores the intriguing and well-substantiated idea that the collective judgment of many people is almost always superior to the opinions of just a few – even the experts’.  When we choose not to collaborate, we lose the opportunity to:

–          Develop the best possible solution or outcome

–          Reduce the odds that our solution will face significant, indefensible opposition from others

–          Garner support for implementation

–          Further build trust and transparency

–          Help others increase knowledge and capabilities through participating

–          Help a district further evolve into one that is collaborative, continually learning, and committed to excellence

However, despite all the compelling reasons to use collaborative decision-making, it can still strike fear in the hearts of the strong.  Why is collaboration simultaneously revered and feared? In a blog post entitled  “8 Dangers of Collaboration” Nilofer Merchant posits that collaboration feels inherently dangerous.  Leading her list of dangers is a big one: not knowing and being able to control the answer. To collaborate, we need to relinquish our need to control the outcome.  We need a certain tolerance for ambiguity – a willingness to learn and to allow our thinking to evolve.  We need to be open to listening and learning from others – and to thinking that may be vastly different from our own.

If it were easier to admit we didn’t have all the answers, how would that change the way we teach?  The way we parent? The way we lead?   Imagine the example we set by embracing other contributions and perspectives. In this age of increasing demands and decreasing resources, we need some new and interesting – and viable – solutions.  Schools and districts that have been most successful in innovating have figured out how to harness the power of collaboration. Stay tuned for more on how they have done this….

What’d Ya Think I Said?!!#!@%$@

Life’s Little Conversations….

At home….

Spoken: “Be home right after the dance.”

Heard:  “Great! Dance ends at 11…plenty of time for burgers and visits after…drop friends home first… home by two! No prob!”

At work …

Spoken: “Significant budget cuts are indicated for the coming year.”

Heard:  “‘Significant’…  Great!!!! That lets me off the hook. Who could think my course isn’t ‘significant’?”

            Who among us has not been able to claim either side in one or both of the conversational snippets outlined above?

            Who among us has not had to backpedal, backtrack or, sometimes, backslide in an effort to recover our equilibrium in work or home situations that have escalated into misunderstandings threatening to reach volcanic proportions… simply due to lack of  message clarification?

            One of the most basic tenets about sharing messages between people relies on an understanding of the fundamental “communication cycle”, the critical components being:   propose, interpret, explain, critique   (fruchter @cive.stanford.edu)

 

                                                    

         

When first introducing this concept to students, often, the emphasis is placed on the initiator of the cycle… and a graphic organizer illustrating this might be seen as a circle rotating among these elements: sender, message, receiver, response.

Whichever of the two models you might resonate to , the obligation of insuring that the message (purpose) is perceived with the same intention by the listener as the sender intended is absolute.

So… to whom does the seminal responsibility belong?

And… even more important… why care?

After decades of teaching speech communication to college students, it is my belief that the responsibility is equally shared.

How can school leaders insure that their messages are being interpreted by their audiences as intended?

By learning how to focus attention on the subtle skills of clarification!

Learning how to pause in one’s information barrage (which is, often… face it…. the way we conduct staff meetings!) is a critical – but too often neglected– sub-skill of successful leaders.

Assuming that a speaker’s message/ intent has been received and interpreted in the same way that the speaker/author intended is both foolish and naive.  

A panoply of filters– ranging from extraneous white noise to listeners’ personal problems– can impede the way that a message has been heard. Remember: listening to what has been said and hearing what has been said are not identical behaviors. One is physical… the other, a combination of sound waves’ travel and brain waves’ interpretation.

Successful leaders learn to insert clarification segments into their meetings and conversations.

Taking time to insure that the message has been heard as it was intended is guaranteed to save not only misunderstandings of a temporary and insignificant nature—but, also, to stave more fractious interactions from torpedoing noble work efforts.

If clarifying questions are not asked after a message (open to multiple levels of interpretation) is delivered, smart and savvy leaders do not hesitate to pose the clarifying questions themselves as rhetorical asides… thereby making sure that the message is “out there”.

So… take time to clarify!

Speaker: “Significant budget cuts are indicated for the coming year.”

Audience:  “‘Significant’…  Great!!!! That lets me off the hook. Who could think my course isn’t ‘significant’?”

Speaker: “Just to be sure we are on the same page… by “significant’, I mean any expense… any expense at all… that appears on a department budget in a dollar amount of over $50.00. Everybody clear about that?”

Audience: “Does that include complete courses?”

Speaker: “Unfortunately, it does.”

While the news finally “heard” by the audience member was not what he/she wanted to hear, clarification allowed the message to be understood at the beginning of the dialog rather than when the exchange had deepened to a more entrenched level.

Now… if only the dance curfew conversation can be moved to a similar level of clarification!!!!!! Teen age curfew violation might be solved before it occurs!

Creating Culture

Ask any individual in a school, a district – even an organization – what is the most important aspect of what they do and where they do it?  Culture.  The whole aspect of the environment and what that environment should be is often lost.  Some environments encourage entrepreneurship; some environments stifle creativity; some environments encourage reaching out and making a statement.  What is your culture?  Answer the following questions:

– Are the ‘baby boomers’ in your school retiring?

– Are people put in new positions where the skill set may be less that what is required?

– Are people with knowledge and experience overlooked for advancement?

– Do you get up in the morning and want to go to your job?

All questions of environment and CULTURE!   But, where does culture begin?

Joel Kurtzman in his book, Common  Purpose,  writes:

Secrets of a Successful Organization:

–  Encourage collegiality and respect among people within the organization

–  Make it clear that people have the authority to make decisisions

–  If people have authority then let them make decisions

–  Train them sufficiently so their decision-making skills are sound

–  Encourage a few common approaches in decision-making

Decision-making is part and parcel of your organization (school or district).  Good decision-making doesn’t just ‘happen’.  As Kurtzman said, “Train them sufficiently so their decision-making skills are sound”.  Many school districts like Gaston County NC, Fulton County GA and Iredell-Statesville NC, have done just what Kurtzman preaches – they have chosen to equip their leaders with the skill set that builds a culture of a common decision-making process and language that gives a transparency to how decisions are made.

As you look at the decisions you make, can you define your process?  Can you share it with others? And, does it stand the ultimate test: If you had it to do over, would you make the same choice?

Budget Reductions: Getting It Right the First Time!

 

Shrinking budgets!  Pending Cuts!  What should be targeted?  What should be protected?  Will the decisions be based on district values?  Or, will political clout win-out?  

 

Can it be even be done rationally? 

The challenge facing school districts is how to prioritize a list of existing programs and services in order to find resources to be able to either implement new initiatives or to address budget shortfalls without having to increase the budget.  This is a difficult assignment.  Good decisions require a proven and clear process to guide the work. 

 

How do you deal with personal biases? 

Difficult budget decisions can be improved by first putting the focus upon clear, weighted which are used to objectively prioritize difficult budget choices.  The major budgetary decision-making pitfall is jumping directly to debating the “pros and cons” of various budget alternatives.  The personal bias of different stakeholders for their preferred outcomes will result in emotionally charged arguments.   By developing these objective criteria before the debate about what to cut helps manage the emotion and subjectivity that often accompanies budget decisions.

 

One School’s Solution 

The Mequon-Thiensville School District, Wisconsin successfully used the TregoED Decision-Analysis process to objectively prioritize “the list” of potential budget actions.  The first essential step of the process was to develop the criteria against which the program and service cuts will be evaluated in order to accomplish the prioritization.  The goal is to do the least harm to district mission and values.  Based on this goal, they developed a list of 9 criteria/objectives which were used to prioritize a list of 51 potential budget actions.  (See Table1-Criteria.doc 

 

Prioritizing “the list” 

The district then used the criteria to evaluate “the list” of possible budget actions.  This list of budget actions can then be arranged in order from having the “least impact” on district mission and goals to those having the “biggest (most damaging) impact. (See Table 2-List.doc ) This helps make it possible to make recommendations for change that are based on criteria that reflect the mission and values of the district rather than the special interests of a noisy few… 

 

What has been your experience?  What approach has your school or district used to prioritize “the list” in a transparent and objective way?  What has been the community reaction?

For more information about TregoED’s Decision Making and Implemenation strategies go to www.tregoed.org.

 

 

 

NEW Leadership Role – 3 Great Questions to Get You Started

NEW Leadership Role – 3 Great Questions to Get You Started

 

New leadership postion?  Feeling overwhelmed trying to determine: 

  • Priorities?
  • Which problems are the worst and most important to tackle?
  • How to get a grip on what’s really going on and where to best focus my time and energy?
  • What questions should I ask to guide my transition?

We’ve all been down that road!  As a former middle school and central office leader in a large urban district, I have been the new “gal” in charge on numerous occasions and wished I had an easy strategy to get quick answers to the above questions.  But as experienced leaders well understand, a new job transition brings unique challenges with no quick, easy answers,  AND how well you get started on a new job really does matter!

 

Start with these three questions

A colleague of mine, Dr. Vic Shandor, Area Superintendent in the Fulton County, GA school district developed these three strategic questions to get started when beginning a new leadership role involving direct reports:  

 

  • What are the barriers to moving your school to the next level (i.e. improving student achievement, etc.)?
  • Who “owns” each of these barriers and which ones should be the top priority for owner(s) to address?  Once direct reports (i.e. principals) and new leader agree on who owns each barrier, leader builds an action plan to address the top priority barriers which he/she owns.  Action plan = “What needs to be done to remove/reduce barrier?  Who needs to do it?  What’s the timeline?”  This action plan is then communicated to direct reports.
  • When these barriers are eliminated or reduced, what changes should I (the new leader) expect to see in the school?  That is, what differences will be identifiable in moving school to next level…at the end of six months?  One year?

 

These questions, modified from TregoED’s ( www.tregoed.org) Situation Appraisal process, give new leaders a systematic approach that has been used effectively by education the last 16 years, and business/industry leaders (www.kepner-tregoe.com) for over 50 years.    Vic’s questions will give him a great starting point, involve his stakeholders and result in a plan that makes sense for his district.

 

I’m curious to know how other leaders have used good questions to help the transition to a new role!  Do you have any good questions or strategies to share?