Purpose matters!

It’s interesting how often I am called into lead a conversation about work plans, roles and responsibilities or team building and when I dig deeper, the issue that emerges is clarity of purpose, or more specifically the need to define purpose. A group is struggling because purpose is not clear. Humans need purpose. Without clear purpose it is difficult to achieve focus, it’s hard to set direction and even more difficult to realize results.

What does it look like when it’s missing?  What happens when its discovered?

Group 1:  Help us with a work plan

A cross functional group of leaders was tasked with a project. The team had put a good deal of energy into defining terms of reference which included the model for how they would manage themselves, make decisions and hold themselves accountable. Their deadline for producing a work plan was approaching and they could not see a path to that outcome.

As I listened to the client share their journey, share concerns about timelines and mention personalities (everyone mentions personalities). They were going in circles. They couldn’t get agreement on what needed to happen and in what order things should happen. There were competing views around what was important.

I finally asked the question, “Is there a shared understanding of the group’s purpose? Do you know why you exist?” The client stopped and after a short pause, said No. We really don’t.

I proposed a 2 hour purpose discussion where we talked about the needed outcomes, the problems to solve, the ‘solution’ that the organization would buy from them, and the improvements that would happen as a result of the initiative. When we got to the end of the discussion, the group had coalesced around a shared understanding of their purpose.

There was great relief and a whole lot of clarity in the room after that discussion. With purpose, it was much easier to determine what the work plan needed to be. 

We refined their purpose at a subsequent meeting and then dug into the elements of a project charter including defining “Who”, “Won” and “Done”.  At the end of five 90 minute meetings , we had defined Purpose, Who, Won, Done, Risks, Dependencies, and the Work Plan.

Group 2:  Help us decide on our focus for the next year

A sales organization wanted to define their key focus areas for the next fiscal year. The organization had experienced a trifecta of change in the previous two years: rapid, wide spread economic downturn, dramatic changes in senior leadership, layoffs due to downsizing. The group was not going to hit their sales targets this year and they were very real about the importance of turning that situation around.

In my discussions with the client, we talked about culture, the change in market conditions, the evolution of technology and the impacts. We talked about leadership and personalities and long term loyalties and competing interests and market positioning. And then my client realized that what he really wanted for his group was focus.  I asked the question, “What is the core purpose of this group?”  “Do you know why you exist?” 

Again, the answer was “I think we’ve lost sight of it given all the change and upheaval in our organization”.

We took a day and started by looking backwards at their history and then forward to identify their needed purpose. Once defined, this group realized that their purpose statement was the missing link that bridged their past and their desired future state. They defined their purpose in a way that was true to their history and culture yet strongly grounded in their market realities.

We continued the planning process by discussing barriers and identifying the focus strategies that would help them realize their purpose. The group is integrating their focus strategies into their account planning and is holding themselves accountable for change.

Group 3:  Help me win hearts and minds

A procurement organization is engaged in a transformational change that affects their roles, expectations and responsibilities. Workloads seem overwhelming. The status quo is no longer, there is pressure to change, and their future state a function of yet to be complete initiatives.  They were caught between the no longer and the not yet.

Thirty-five people gathered for a day to review status of major transformational initiatives and the leader felt strongly that he needed to “engage hearts and minds” so that this group could embrace and weather the challenges of this significant transformation.

In our discussions, I asked him how much involvement the group had in defining the future state. Did the group have a uniform understanding of their intended state? Could they articulate it? The leader agreed that so much was happening so fast that this hadn’t been done yet.

I led the group through a half day workshop that defined their purpose, their Why? We answered the question of why this group was important to the organization. Why did they exist?  What was missing without them? The group arrived at its purpose and felt such a strong commitment to it that they decided that we should hold a subsequent session to enrol the entire group of 55 people in the purpose statement. 

Group 4:  Help me with my resume

An individual contacted me asking for help with their resume. They needed to update it; they felt they were on the edge of a career event. After some discussion with the client, and the explanation that I was a facilitator, not a resume writer and asked “Do you need to discovery your story? or write a resume?” We embarked on a the discovery.

The client did an individual brainstorm and we worked together to find the patterns and the insight. At the end of the workshop, the client was able to articulate her personal purpose and value statement in a compelling and authentic manner.

I find the purpose discussion with individuals particularly interesting because it unearths a series of unconnected but very present ideas. The end result is deeply satisfying for an individual. 

Humans crave purpose. Groups are comprised of humans.
Groups need purpose.

Purpose creates context for defining problems and articulating solutions. Purpose matters!

 

 

 

Towards your vision

Part 4 of 4

In the first 3 articles of this series, we talked about articulating your story, defining your vision and getting real about what stands in the way of your vision. And let’s be honest, the third step was absolutely the hardest.

It takes some emotional digging and a bit of hard reflection to be boldly honest about what stands in your way. But defining that – magic! Because now, you can focus your energy on moving towards the vision, by tackling your obstacles.

Strategy sets the direction for moving towards something. 

Step 4 in the Personal Strategy process is defining your strategies

Strategy is more process than goal, in that is sets the direction for moving ‘towards’ something, allowing one to discover the real nature of the path along the way. Without the strategic framework of directions, action can be scattered and piecemeal.

Strategies need to be aimed at your obstacles, rather than your vision. Too many plans fail because the strategies aim for the vision and fail to address the barriers. Focusing on the obstacles keep strategies related to the real things that are blocking your vision. The movement of an obstacle unlocks elements of your vision.

In the case of the person who is afraid of rejection and therefore selling their services, a strategy that they may consider (to move towards vision of being a ‘go to’ consultant) is to find speaking engagements, or partner with someone else so that less direct selling is needed. Another strategy may be to take a Dale Carnegie course, or a Selling Skills course in order to build skill to overcome the fear of selling.

Not every strategy is bold and new.

Often, strategies point to a new behaviour or attitude or activity. It’s important to recognize that in times of transition, some things that you are already doing need to be protected to support the more venturesome strategies.

Let’s get started on your personal strategy.

 

Favourite warm puppies

Part 3 in a series

So, now that you have articulated your story and defined your vision, now what?  There are so many things standing in your way, right?

It’s true. There are things standing in your way and that is the purpose of step 3 in your personal strategy process, the obstacles conversation.

Obstacles stand in the way of achieving your vision.

Obstacles are concrete manifestations that stand in the way of achieving our vision. They are about behaviours, actions and attitudes that inhibit us. Importantly, they are NOT someone’s fault, there is no blame to be assigned.

Obstacles are often artifacts of previous decisions or events, which can block the changes that we might need to make. Obstacles are utterly fascinating because we have real relationships with them. They tend to be our favourite warm puppies that keep us ‘distracted and poor’, in the words of Jo Nelson, ICA Associates.

Let me give you an example. I worked for a large national telco in the 2000’s. In the western offices, we had a favourite warm puppy called THE EAST. We fed and nurtured that puppy and every chance we got, we showed off our puppy. A change in the expense policy, well THE EAST is clearly trying to make our lives difficult. We are the fourth stop on a national town hall tour, well what can you expect from THE EAST? The Christmas party was cancelled because THE EAST thought pot-lucks were fun… and on it went. We worked very hard at building up THE EAST’s capacity to stand in the way of … something, nay everything.

The process of honestly and deeply defining root issues holding our obstacles in place is where opportunity lies. This is the thing to resolve in order to unlock our vision.

Once we articulate an obstacle, it is much easier to figure out what to do.

Another example: an individual has made a decision to become an independent consultant with a vision of being a ‘go to’ expert. One of her favourite puppies is ‘I don’t like selling’. A deeper dig into the root issues identifies a fear of being rejected by putting herself ‘out there’ which ultimately inhibits her ability to find new business.

The value in being coldly honest and stating the obstacle for what it really is (a fear), is that the obstacle can become concrete and genuine strategies for overcoming the obstacle can be developed.

If the obstacle isn’t clearly articulated and clearly defined, any efforts to overcome the perceived obstacle will be misplaced. If the obstacle isn’t addressed, achieving the vision will be much more difficult.

The obstacles discussion is a powerful stage in personal planning as it highlights where your energy will need to go in order to move towards your vision.

Let’s get started on your obstacles discussion.