Goals – Page 7 – mardihumphreys.com

Spending the Summer

How is it Independence Day already? If you’re going to take a summer vacation, the season is half over. Yes, travel is pricey, but there are ways to mitigate the expense. Here are a few strategies to stretch your hard-earned money.

Plan for Spontaneity

If you don’t have your heart set on a certain destination, then start with your budget. Your vacation has categories like transportation, accommodations, food, and entertainment. Assign dollars to these categories, but keep in mind that the price things cost changes every day.
Prices follow demand. If you can vacation at an off-peak time and place, (e.g., Tuesday – Thursday in Columbus instead of Friday – Sunday in Orlando) then travel and lodging will be cheaper.
Use a travel app (Travelzoo, Skyscanner, Hopper, etc.) to research discounts. Enable notifications so you are alerted when the price of flights and hotels goes down. Check your loyalty programs. Do you have points to use?
If you choose to fly, check your airline’s baggage policy before packing your suitcase. Can you fit everything in a carry-on? If so, you can avoid excessive baggage fees.
What is going on at your destination? Is there a fair or festival? Is there a ballpark offering a discount day? Is there a coupon for a museum tour? Does a local restaurant offer a kids-eat-free-with-adult-purchase option? If you can plan your itinerary around deals on entertainment and eating, then you can save a lot of money.

Go Further Together

Can you vacation with family or friends? If you travel in a group then you can divide the costs. For example, if you drive, you can carpool and take turns paying for gas. If you stay in a hotel, you may be able to negotiate a group rate. Or, check out websites like Airbnb or VRBO for alternatives. What about renting a house? When you have a kitchen you can all chip in to buy groceries. You can either take turns cooking or you can make meals together instead of eating out every day. When you do eat out, look for locally-owned restaurants to support. Restaurants catering to tourists often charge more for the same meal options. Choosing local serves multiple purposes. You get to experience both the culture and cuisine of your destination and you’ll save money. You will save even more money if you can either walk or take public transportation to get to the eatery. Research the available options while planning your trip.

Short and Sweet

If you don’t have the time, money, or patience to deal with the chaos going on in the travel industry right now, then at least take a break with a staycation. If you are into camping, some state parks have no-fee options. Or take a day and do something you don’t usually do like go to your local art museum, or take a hike at a nearby Metropark, go to a movie theater and attend the first showing of the day, relax with a book at your neighborhood pool, stay all day at an amusement park including the closing fireworks show. You can have a good time and stay within your budget.

What you are doing to get away this summer? Please share in the comments.

I Will Follow

Every year Father’s Day reminds me of my dad’s impact on my leadership journey. Dad is my stepfather. He and Mom married when I was fourteen years old. I was happy Mom found someone to share her life with. I was not happy to add another authority figure to mine. But, Dad rarely told me what to do. His authority and effectiveness depended on his relationship with me. He was an influencer. He still is.

Being an influencer at work, even if you don’t have a formal leadership role, can significantly impact your team’s dynamics and the outcomes of your projects. Here are three ways you can become one.

Communicate

Taking a page from Dad’s playbook, accelerate your influence through active listening. For example, you notice your coworker, Rhonda, is struggling. Use 3P listening to help her.

Ponder: Ask open-ended questions that prompt Rhonda to articulate her struggle.
Posture: Make direct eye contact, uncross your arms and legs, and nod your head. These non-verbals are signals to Rhonda that you hear and understand.
Point: Repeat back to Rhonda what you heard her say. You saying it out loud helps Rhonda put her thoughts in order. Finally, ask Rhonda if you heard her correctly. She now has new options to explore and you to thank for them.

When asked to be a resource, be generous in sharing your knowledge, skills, and experiences. You influence your team through effective communication to foster understanding, collaboration, and trust.

Build Relationships

Speaking of trust, business moves at the speed of trust. Being inclusive is good for you both professionally and personally.

Recruit coworkers to your team who look, think, and act differently than you. In meetings, encourage everyone to contribute to the conversation. Recognize and appreciate them when they do. Provide teammates opportunities to showcase their abilities.
Facilitate collaboration across departments. For example, would it be useful for your team to have an ask-me-anything meeting with someone from Compliance?
When conflict arises, (notice I said when and not if) throw water on the fire instead of gasoline. For example, let’s say your team’s last three projects were precariously close to missing their deadlines. As diplomatically as possible, ask your teammates Rodney, Rhonda, Randy, and Ramona why. You discover problems like: Rhonda couldn’t create the PowerPoint for the client presentation until Rodney wrote the report. Rodney couldn’t write the report until Randy gave him the statistics. Randy couldn’t submit the statistics until Ramona pulled the data. This new information allows the team to adjust the flow so it works for everyone.

Your ability to handle adversity and maintain your composure influences your coworkers to cultivate a cooperative environment.

Change Agent

Exercise your emotional intelligence and lead by example. What behaviors do you want your coworkers to exhibit? Professionalism? Enthusiasm? Follow up? Do you exhibit those qualities? Influencers are dedicated, honest, and optimistic. If you show up and convey these qualities every day, you inspire others to follow suit. For example, at the end of each project, do you have a follow-up meeting for continuous improvement? Do you ask your team, what went well? What didn’t? What do we wish we would’ve done instead? How can we do that instead-thing next time? Offering to streamline processes, suggesting innovative ideas, or encouraging low-risk experiments influence your team to confidently present their ideas to the group.

Leadership is not exclusive to designated positions within your organization. If you influence people, they will follow you. If people follow you, you are a leader regardless of your title.

What do you do to positively influence your work team? Please share in the comments.

Shepherd Not Superhero

Superhero movies are out in full force with more to come. You walk out of the theater and into work ready to be the superhero for your clients, but resist the temptation to swoop in and save the day. You are not the Tatooine farm boy Luke Skywalker. You are the Jedi Master Luke Skywalker. In other words, your role is to guide your clients to make wise choices that make their organization thrive. Here are some key steps you can take to play your role effectively.

Where Are They?

You and your client are on a journey together. Your itinerary starts with where your client is and ideally ends with where they want to be. Conduct a comprehensive analysis. Help your client objectively evaluate their current business situation, including strengths, weaknesses, opportunities, and threats (SWOT analysis). Identify areas for improvement, growth, and competencies to build on.

Where Do They Want to Go?

Your client’s goals represent the destination you want to reach. Work with them to gain a deep understanding of their business objectives, long-term ambitions, and key performance indicators (KPIs). This knowledge helps you narrow all the ways they could reach their goals down to the best ways to reach them.

How Will You Help Them Get There?

Coach – Form a team made up of players from both your organization and theirs. Together, develop a plan that outlines strategic objectives, targets, and action steps. Tailor the plan to their unique situation and align it with both their current and long-term visions. Get as specific as possible with the information you have. Based on your client’s goals and your analysis of their business, come up with a list of customized solutions and recommendations. For example, Do they need to create new products or services? Do they need to expand into new markets? Are there processes they can improve?

Advise – Schedule regular meetings to update the team on industry trends, market dynamics, and competitor activities. This empowers everyone to make informed decisions in real time and stay ahead of your client’s competitors. Earn their trust by being a reliable source of support and guidance. Demonstrating your commitment to their success fosters a strong relationship with your client. When their needs evolve, adapt your approach accordingly. For example, communicate beneficial emerging technology trends or marketing opportunities. Anticipate challenges their growth strategies may cause and help them mitigate the risks. Don’t just have a Plan A. Have Plans B – E ready so you can minimize the impact of inevitable setbacks.

Manage – Establish KPIs and milestones to track their progress. Regularly review the data and provide your client with progress reports. Definitely highlight your successes, but also identify areas of concern. Let your client know you are watching these areas in case an adjustment is necessary. Outline your contingency plan for the possible adjustment. Periodically evaluate the effectiveness of the implemented strategies. Analyze the results. Are there ways to further optimize future outcomes? Seek feedback from your client and align your guidance to their expectations.

Each client is unique, and their business needs vary. By customizing your guidance, staying informed, and being proactive, you can effectively guide your clients to make super-heroic choices that support their business growth and yours.

How do you ensure you are the guide in your client’s story and not the superhero? Please share in the comments.

Self-worth

We talked last week about getting laid off from your job, but we did not talk about its negative impact on your budget. You know it’s important to maintain an emergency fund (three to six months worth of expenses), and the best time to do that is before you need it. But why is it so hard to save up your money?

Status

Society trains you to attach your self-worth to your income. It’s one way to evaluate success or failure. Have you heard the motto, “He who dies with the most toys wins”? People are competitive. In the workplace, the person who has the most money has the most power. You carry that mindset into relationships outside of work. You gravitate toward people with similar socioeconomic backgrounds. If you feel your income is lower than your friends, then you’re embarrassed to discuss it. But talking about finances can create community because people have knowledge to share. For example, if you both have car loans, what is their interest rate? Is it lower than what you’re paying? That conversation may not only save you money, but also build a stronger relationship. Comparing yourself to others is useless. There will almost always be someone in your life who makes more money than you. You decide how much status, comfort, and peace of mind is enough for you.

Humans are Judgy

Discussing money openly is still generally considered impolite. Seventy percent of Americans think money conversations should be kept private. Other people aren’t the only ones judging you based on your income. You also judge you. If your income is tied to your sense of identity, then revealing it feels like exposing something deeply personal. It’s especially painful if your income does not match your goals. Society places a lot of value on financial success. You may feel looked down on if you know your income is less than your coworkers. That is one of the reasons the culture of the American workforce traditionally gives for the strong privacy policy around finances.

Paradigm Shift

The pandemic made the workforce rethink what making a living looks like. For example, is there more to life than working under the terms and conditions someone else sets? Or why do you care about society’s opinion when they aren’t living your life? If tightening your budget will enable you to live the way you want, then try these ideas.

Determine essential expenses (housing, utilities, groceries) and cut back on non-essential expenses (eating out/food delivery, entertainment, subscription services)
Review your health, (medical, dental, eye) car, life, and any other insurance policies. Make sure you have adequate coverage, don’t have more than you need, and you aren’t paying more than necessary
Pay off your credit cards ASAP. Look for a card with a lower interest rate. When you find one, contact your bank and ask them to match it
Work an additional flexible-schedule job (dog walker, food delivery driver, consultant) to supplement your income until you get your finances where you want them

Saving your money is hard because it’s not about money. It’s about how you feel about money. How do you prioritize how much is enough? Please share in the comments.

Lead Me On

The first leader you ever followed was your mother. From the time you were born she managed, coached, and developed you. It may have felt restrictive, nagging, and painful for both of you while growing up, but today those behaviors she modeled will pay off for you on the job. If you are hiring managerial positions, what qualities should you look for in a candidate that will help you retain your individual contributors? If you are an individual contributor looking to move up, what skills should you hone to supervise direct reports?

Empathy

Mothers learn active listening and how to connect with people on a personal level. These qualities help them understand both the needs of their direct reports and the concerns of their stakeholders. This creates a positive and supportive work environment where employees feel valued and motivated to succeed. These feelings make them want to keep working for your organization. This research says relationships with colleagues is one of the top reasons employees stay with a company. Empathy is considered a soft skill which masks the reality that it requires a thick skin. A leader has to make hard decisions that are best for the company, and may be unpopular with the staff. For example, at home Mom stands firm on her decision prohibiting her teenager from riding in a car with a driver who only has their temps. At work, this is the leader who prohibits her team from delivering a subpar-quality project to the client. Both situations require Mom to get comfortable with people’s disappointment.

Coaching

Whether the piano, your volleyball serve, or multiplication tables, a coach makes you practice. Repetition not only increases muscle memory, but also reveals where processes need improved. For example, Mom trains her child to take out the trash every week. Not only does her child learn the chore needs done, but also if once a week is enough. At work, Mom trains her team to meet for a status update every week. Not only does the team learn what progress was made, but also if meeting once a week is enough. A coaching manager knows you need not only hard skills like learning a second language, profit forecasting, and SEO, but also soft skills like communication, conflict management, and critical thinking. Mothers have years of practice training their children to have a growth mindset. They develop strong communication skills enabling them to constructively articulate their expectations. In the workplace this translates into guidance and encouragement which builds trust and respect with their staff.

Foresight

Mothers have a long-term perspective when it comes to their children’s well-being. This skill can be applied to leading a team, where it’s essential to make decisions that benefit the organization’s future growth and success while balancing competing staffing demands and prioritizing tasks effectively, especially when it comes to crisis management. Mothers put systems in place to handle unexpected challenges such as a sick child. In the workplace, these are the leaders who anticipate what complex emotions from stakeholders they may have to face if they make a certain decision.

Mothers are adept at communicating, motivating, forecasting, navigating conflicts, and fostering relationships. All these are signs of a good manager.

What leadership qualities did I forget? Please share in the comments.

Happy Endings

With Mother’s Day and Father’s Day coming up, you may be celebrating your parents over the next few weeks. Maybe you will get together and relive memories of their past as you grew up. Are you also thinking about their future and how it may impact yours?

Once your parents retire Social Security and Medicare will help with living expenses, but it’s likely they will outlive those funds. You need to know if they have savings and safeguards in place to protect the money they worked so hard for. Here are some things to consider.

Fraud

Since older adults have had more time on the planet to save up their money, they are logical targets for fraud and not just by strangers. When talking to your parents listen for stories of any new friends coming into their lives and how they spend time together. For example, when they go out to lunch, does your parent always pay the check? Here are some other things to watch for. Also talk about the latest cybersecurity scams. Criminals are employing the latest capabilities of AI to do scary things like enhance family emergency schemes.

Finances

Always a touchy subject, but the economy is perpetually uncertain. Everyone wants to ensure they have all the resources they need to live the rest of their lives the way they want to. Here are a few questions to ask.

Do they have savings (e.g., IRAs, pensions, etc.) in place?
Do they have outstanding debts?
Do they have the necessary documents (like these ) filed?
Not to be morbid, but have they thought about funeral arrangements? Do they want their remains to be buried or cremated? Are they organ donors? If they haven’t thought about it yet, encourage them to document their preferences so you can carry out their wishes after they are gone.

Fulfillment

Mostly, you want to know that if you die before they do they have a plan for living out the rest of their lives in safety and comfort. Here are some questions to ponder together.

Is the interior of the house okay? Accessories like grab bars in the shower, a chairlift for the stairs, and adequate lighting throughout the house will help prevent falls.
Do they have any chronic conditions? Are the names and contact information for their healthcare providers written down somewhere that you can access if necessary?
Do they have a community? Social engagement is important for mental and emotional health no matter how old you are. Do they volunteer with their church? Does their city have a senior center?
Do they feel safe driving? Are they open to public transportation, ride-sharing, or a nonprofit’s transportation program?
When they eventually need help aging in place, should you live together? If so, who is financially responsible for what expenses? How much physical help will they need before it’s beyond your capabilities? Should you get advice from an eldercare attorney to prepare yourselves for what the future may bring?
If they ultimately need an assisted living community, how do you find a trustworthy one? Here’s some information on where to begin.

The future and money are both emotional conversation topics. If you approach them with empathy, respect, and active listening, they will be more productive. Be aware this is not a one and done. You will revisit these issues as long as you are blessed to still be on the same planet as your parents.

What resources do you recommend for aging in place? Please share in the comments.

Persist to Resist

The great philosopher, Rick Springfield, sings, “Nothing that matters comes easy. Nothing that comes easy ever really matters.” Goals that matter are not easy. Sometimes that is because of what you have to resist in order to achieve them.

William James work was instrumental in establishing psychology as a legitimate scientific discipline. In his book, The Principles of Psychology, he defines the ability to confidently and repeatedly resist temptation as conscientiousness. It’s a broad personality trait that includes carefulness and organization, but mostly restraint. Conscientious restraint is a clear indicator of health, contentment, and prosperity and it’s like a muscle. The more you use it the stronger it gets. What temptations are preventing you from reaching your goals at work?

Social Distractions

It takes time for your brain to shift focus. For example, you take a break to check Snapchat before a meeting. You get caught up in your friends’ stories. Before you know it, half an hour has gone by. Then, you have to shift your focus back to prepare for the meeting. You enter the meeting wondering why you don’t feel adequately prepared. Time spent on social media, personal texts, and in-person/DM interruptions add up to hours that sneak up on you. You can better focus your attention by pausing notifications from your email, direct messages, and texts and closing your office/home office door. When you resist social distractions, you get more done in less time. The moral of this story: Silence your phone and put it out of sight.

Multitasking

Multitasking is a myth. Humans do not multitask. Only computers multitask. Sure, maybe you can walk and chew gum at the same time, but those activities aren’t particularly taxing on your brain’s executive control processor. But sending an email during a videoconference is. When you do that you are not multitasking, you are task switching. Either your email will suffer or you won’t remember what the last speaker said. You may be able to do all the things and in quick succession, but you are still doing them one at a time. The more you slow down and do things deliberately, the faster you can accomplish each task. The moral of this story: Resist the temptation to multitask.

Setting Yourself Up to Fail

If you have the most brainpower in the morning, then why do you check email first thing instead of tackling your most difficult assignment of the day? If you know that you work on a project until it’s done before allowing yourself a break, then why are you surprised your result is full of mistakes? If you interrupt your work to handle random tasks that pop into your head, then why are you frustrated with the time it takes to shift your attention back to the task at hand? If these scenarios describe you, then start setting yourself up to succeed. Tackle your most difficult projects when you have the most brain power. Set a timer for 30 minutes and take a seven minute break when it goes off; preferably to hydrate and maybe step outside for some fresh air. Keep a scratch pad and pen on your desk so when a random chore enters your mind you can write it down to do later. The moral of this story: Know yourself and play to your strengths.

What temptations do you resist in order to get work done? Please share in the comments.

Don’t Let Me Down

I had to take a class in small group communication in college. It was there that I learned one of my all-time favorite jokes: I want the members of my small group to be the pall bearers at my funeral so they can let me down one last time.

The absence of collaboration on a team makes you feel let down. One challenging element of collaboration is group goal setting. In this, Part Two of our Before and After series, let’s think about the traditional approach to setting work goals as Before, and how that approach can be improved as After. The Before approach is a systematic and disciplined process for success, but your team can waste a lot of energy using it. It typically goes like this:

Define the Objective – Identify what you want to achieve. The objective should be clear, specific, measurable, and aligned with the company’s overall business goals, vision, and mission.

Break it Down – Divide the objective into small steps to create projects. Assign projects to team members.

Prioritize – Determine the order in which the projects need to be done. For example, if Jane needs data from Joe’s project to complete hers, then Joe’s project is due first. Set deadlines, figure out what resources each team member needs to complete their project, and brainstorm possible obstacles to completing projects on time.

Track Progress – Schedule regular meetings to track the team’s progress towards meeting the objective. Identify who is falling behind and why. Adjust their resources to stay on track.

Evaluate – After achieving the objective, gather feedback from the team. What worked well? What didn’t? What do they wish they’d done differently? Put these notes in a folder in a shared drive as a reference for the next objective.

The traditional method dictates that you set a goal, reach it, then begin to identify another one. Sounds logical, right? But, in the quickly evolving world of work, Before methods of goal-setting are no longer working. This happens for several reasons, all having to do with a lack of something:

Flexibility – Traditional goal-setting methods often involve setting long-term goals and sticking to them, but that ignores the pace at which the work environment moves.

Employee Input – In the world of Before, your manager hands an objective to the team leader who doles out assignments. Lack of employee input produces both a lack of buy-in and a lack of motivation to achieve the objective. Employees are more engaged and motivated when we understand the broader purpose and meaning behind our work.

Learning – Traditional goal-setting methods tend to focus solely on achieving specific outcomes and not on the value of experimentation. In today’s knowledge-based economy, failing fast supports figuring out the best ways not to do something. These learnings are evergreen and the processes of elimination can be applied to achieving future goals.

The changing nature of both work and the workforce means that Before goal-setting methods may be ineffective in achieving your objectives. Instead, organizations should consider adopting the After approach. It relies on flexibility and employee-driven input to goal setting. This prioritizes learning, development, purpose, and adaptability.

How can you integrate the After approach to goal setting into your workforce retention plan?

Atomic Habits Stacking

Before and After is a recurring category on the game show, Jeopardy! For example, one of the clues was, “C.S. Lewis’ Narnia book that showed off a little too much skin at the 2004 Super Bowl halftime show.” The correct response was, “What is The Lion, the Witch, and the Wardrobe malfunction?”

The Before and After category has me thinking about goals because I have a theory for goal setting inspired by the Before and After category. I call it Atomic Habits Stacking. It combines two systems: Atomic Habits and Habit Stacking.

We talked a bit about the book, Atomic Habits, back in November. A major takeaway from the book is author James Clear’s statement, “You do not rise to the level of your goals. You fall to the level of your systems.” Clear suggests creating a system to initiate and integrate a new habit by making it obvious, attractive, easy, and satisfying. For example, let’s say your company adopted new project management software. To adjust to using it, you could begin the workday by logging in to your account, seeing what you accomplished the day before, what work has come in since you last checked it, save urgent tasks to your favorites, and give yourself an Atta Baby! for taking another step to try something new.

What’s Next

Add Habit Stacking to Atomic Habits and you exponentially increase your ability to reach your goals. Building on the example above, after completing those steps, if you choose one of those projects you flagged urgent and begin working on it, then you are Habit Stacking. With Atomic Habits Stacking, you get incrementally closer to reaching multiple goals everyday.

Identify New Goals

A side effect of this process is the identification of future goals. For example, let’s pretend the project you flagged as urgent is data collection for a quarterly report. The future goal that may occur to you is creating a PowerPoint slide for visualizing that data while you have it in front of you. It does not take long to start evaluating new assignments through the filter of, “How can I make this project obvious, attractive, easy, satisfying, and link it to another project?”

Team Atomic Habits Stacking

Your team can implement Atomic Habits Stacking. Continuing our example, when you finish data analysis and create a slide, then tag the person who is writing the report. They Atomic Habits Stack by also writing a rough draft of the Executive Summary. Then they notify the person who has to present. That team member updates what information is gathered and what still needs done. Then their Atomic Habits Stack is sending everyone a Slack message with an updated agenda for the next check-in meeting. It can get complicated so make sure everyone knows what the completion of their event means for triggering the next person. With practice, cooperation, and trust your team will find many cases for Atomic Habits Stacking.

What work habits can you combine to increase your productivity?

The Eye of the Beholder

Photo by Elizaveta Dushechkina from Pexels

I frequently hear various versions of this story from my networks: “Operations told me they assigned a different analyst to our project team because they think we will get along better. I thought we got along just fine, but apparently I offended the last one. I have no idea what I did.” Honestly, efficiently, and politely asking for what you need from coworkers is tricky. The key is authenticity.

Authenticity in the workplace requires consistent and transparent communication, positive nonverbal cues, building trust, and seeking feedback. Here are five examples of what both authenticity and inauthenticity look like at work.

Consistency

You are perceived as authentic when you consistently behave in a way that matches your stated values and beliefs. For example, let’s say you are a project manager who preaches the importance of teamwork. When you are praised for the successful completion of a project, you habitually respond by insisting it was a team effort and list your team’s contributions. On the other hand, if you frequently take credit for your team’s work, then that inconsistency makes you inauthentic.

Transparency

When you communicate honestly and directly, you are often viewed as more authentic than someone who evades tough conversations. For example, if you claim to be a DEIB advocate, then you have a conversation with a colleague who keeps asking you to recruit employees with more diverse life experiences to your department. Open and transparent communication helps you to be perceived as authentic. On the other hand, if you keep avoiding a dialogue with that colleague, then you may be perceived as inauthentic.

Nonverbal Cues

Eye contact, tone of voice, and body language influence your perceived authenticity. For example, if you display positive nonverbal cues in meetings like looking the speaker in the eye, opening your body stance, and taking notes, then you seem authentic. On the other hand, if you look at your phone more than the speaker, cross your arms and legs, or interrupt their report, then you appear inauthentic.

Trust

This may be the most critical component of authenticity. People have to both know and like you before they learn to trust you. It takes time to prove your reliability and credibility. For example, if you routinely complete assignments by their deadlines, then you are perceived as authentic. On the other hand, if you routinely fail to meet deadlines, then your unreliability makes you seem inauthentic.

Feedback

Feedback is a useful tool for gauging your perceived authenticity. For example, at the end of your next 1:1, tell your manager you are working on being authentic. Say that you’d like to send them an email with three questions regarding their perception of your authenticity. Ask if you can discuss their answers at your next 1:1. Part of a manager’s job is to encourage their direct reports to continuously improve. On the other hand, if you do not ask your manager for specific feedback on how you are perceived, then you may never know. We concentrate on getting work done and not on honing the tools, like authenticity, that make getting work done easier.

Sometimes coworkers have legitimate reasons for their behavior or communication style. For example, maybe your relationship has changed. More on that next week in part two of this series.

How do you demonstrate authenticity at work? Please share in the comments.