Governance

Tarran Deane - Strategic Planning with Consultant Tarran Deane Aged Care Royal Commission, Royal Commission into Banking, Superannuation and Financial Planning Tarrandeane.com:consulting blog size

Fear, Trust, Values & Strategic Planning in the Age of Scrutiny

 

Start with the end in mind. The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry has yielded a whole serious of recommendations, that without accountability, and a systematic shift in how values inform strategic and operational planning, recruitment and performance management and clear action plans, may not go far enough.

Government has responded, but does responsibility end with them? I mean after all, they are people also working within a system. We are ALL people.

This lack of ethics and morals is a societal crisis. We see it played out across other sectors – like Aged Care and Disability, in this season where need is great, stakes are high and resources limited.

Why?

Fear.

Leaders are afraid to act. Will they be backed up by their uplines and Boards? Will problem generators in the workplace cause additional angst, because their own undermining or sucky attitudes have been explained away as ‘that’s just how so and so is’.

Since when did it become OK to put up with crappy attitudes, lousy service and poor performance?

There are heaps of cliches:

  • ‘a leader gets the staff they deserve’
  • ‘a team will only rise as high as their leader’
  • ‘the skills that got you there won’t be enough to keep you there’

all of them true and sadly, unhelpful, because it ignores one thing; the responsibility of the follower, to follow well. If we approach this TOGETHER, we can all create a significant shift in society.

 

And it will require us to go from IDEA to EXECUTION. It will require us to INVEST our time, talent AND finance to bring about change. Now is NOT the time to step back in fear but rather to go boldly into this next season declaring, “Good things will happen on our watch!”

 

 

Tarran Deane - Strategic Planning with Consultant Tarran Deane Aged Carre Royal Commission, Royal Commission into Banking, Superannuation and Financial Planning Tarrandeane.com:consulting

 

Fear, Trust, Values & Strategic Planning in the Age of Scrutiny

What if..

In spite of our legislative environment, that our leaders and teams were encouraged to be clear on what they stood for and how the organisational values played out in the business? From the coal face to the board room, what if ethics and morals as discussed in The Alphabet Principle ~ Your A-Z Guide to Being a Compelling Leader had aligning behavioural expectations assigned to them and every individual were held accountable for their behaviours at work.

When we know what each other stands for then we can build TRUST.

When TRUST is present we can navigate complex issues.

When TRUST is absent, society breaks down.

It starts with you and I.

 

2018 Strategic Planning Survey

I recently attended the QUT Business School, The Centre for Philanthropy and Nonprofit Studies, for an Annual Update. On this occasion, we were also keenly interested to participate in the  “Strategic Planning: How to Engage Your Non-Profit Board and Staff” with Denise McNerney from the Association for Strategic Planning.  Together we received a briefing on the ‘first round’ preliminary analysis / results from the 2018 ASP Strategic Planning Survey across industries and roles in North America. This Survey is a follow on to the initial 2012 Research conducted.

 

 

When asked in the 2018 ASP Survey “does strategic planning help your business?”

  • 90% of top performing organisations said YES
  • 64% of bottom-performing organisations said YES

 

Their research shows high capacity organisations ‘report plan progress and achievements more frequently than low capacity organisations’. Staying in touch with those we consult through a “Communications Plan”, that while not perfect, sets intention, creates confidence and adapts to changing circumstances as needed.

 

This can only be a good thing for Leaders who have are considering recommendations, endeavouring to manage their own energy and leadership pace, maintain the planning cycles in what has now rapidly become, the ‘new normal’ of unpredictable change in the age of scrutiny.

 

 

Tarran Deane - Strategic Planning with Consultant Tarran Deane Aged Carre Royal Commission, Royal Commission into Banking, Superannuation and Financial Planning

 

What if…

You brought your team together and had a ‘nameless, rankless debrief’, completely fear free and got it all out on the table or up on the walls? You then communicated with your people and gained their insights. And to enhance trust in the process you decided to start with the end in mind.

 

What if…

You brought in independent, external support that gave you the breathing space and clear head to approach this season, not from fear and overwhelm, but from a place of adequate resourcing and empowerment?

Your strategic planning efforts drew on external consultants to facilitate an objective birds-eye view of the business, courting participation from stakeholders that strengthened your understanding of the where you’re at and sought out key ways to be disruptive, innovative, and accountable for the growth you aspire to lead?

Tired people make mistakes.

 

Need a Little Help at Your Place?

 

 

 

What Does All This Mean for You and Your Business?

In light of the recent recommendations from the Banking Royal Commission, many industries will be seeking to ensure they have the right checks and balances in place, without losing their human connection.

The underpinning competitive advantage for every business will be clear values, that permeate every aspect of the organisations’ 7 facets: people, practice, process, products/production, performance, promotions and profit.

Once you know what you stand for it’s time for you reassess, do you align with the company values and as a team, have the robust conversations about planning, engagement and continuous quality improvement,

 

Then the consumer can decide, does the shoe fit?

 

 

Learn More about Our Strategic Planning Consulting

 

 

 

ABOUT TARRAN DEANE

About the Author- Tarran Deane the Alphabet Principle Your A-Z Guide to Being a Compelling Leader for Real Life at Work - Speaker, Keynote COnference Speaker, PCO Speaker, MICE Speaker, Bureau Speaker, Associations SpeakerDescribed as a warm, vibrant communicator and modern-day wordsmith, Tarran Deane loves helping Leaders to lead in industries like Aged Care, Disability, Mining, Franchise, Tourism, Health and Finance. As a Trusted Executive Advisor, Leadership Keynote Speaker, Change Consultant we work with Senior Leaders during times of stress and significant change to align organisational and personal values, bridge the internal silos and increase vibrant connection with all stakeholders, enhancing the capability of the team & exceeding commercial objectives – so everyone can make it home and stop cheating on their families.

 

Tarran Deane is Executive Director of Corporate Cinderella Leadership Development Company, the 2018 National President of Professional Speakers Australia, Ambassador for the Australian Smart Rider Motorcycle Safety Program, Telstra Business Woman of the Year Nominee, and the Author of “CLIQUE”, “The Alphabet Principle: Your A-Z Guide to Being a Compelling Leader for Real Life@Work” and Emotional Intelligence for Profitable Leaders. Tarran is also the Chair of Professional Speakers Australia and serves as a Director for “Ganggalah Training Centre and Ganggalah Church”, Indigenous community organisations.

 

Media & Speaking Enquiries: Call Tarran’s Team Direct on 0417 654305

Consulting | Training | Executive Advisory Services: Request a Call Back at Your Preferred Time HERE

Bold Boards: The Cause, Community, Confrontation & Coming Together

You know how LinkedIn sends those notifications of a work anniversary, right? Well, unlike Bernard Salt, I actually like those notifications. LinkedIn has become an extended type of virtual office where your colleagues drop by and say, “Hey, well done on your anniversay!” The only thing missing is the cake!

 

So with the cheerful notification of serving for 7 years, I took matters into my own hands and went to where I know those real life colleagues sometimes gather ‘offline’ – The Newlife Cafe. I come here for a break from my office to write, research and engage.

 

1. Seek to Know & Understand Each Other

Celebrating 7 years serving on the Board at Newlife Care Ltd I caught up with a few of my fellow Directors here on the Gold Coast at the Newlife Cafe. Sharing coffee, enquiring of each other and laughing about life as they dropped by while I worked away at my laptop surrounded by books and a low-fat Latte!

When you’re working with people who ‘get’ you, every day is as meaningful and joyful as the next, even in the midst of change and hard work. I’ve made it my business to understand them and vice versa.

 

 

2. Clarify Why Your Board Exists

Our commitment as a Board to setting strategic direction, clarifying risk and caring enough to confront happens because we know the CAUSE is greater than ourselves. We’ll have the uncomfortable robust conversations without fear, or offence, as we’re on the same side and delight in clarity. It’s one of the reasons we have knitted so well together.

 

What’s your CAUSE? Discuss the Vision for the next 3 -5 years. If it’s not clear or key roles rotate, let’s identify the risks, and talk about the opportunities and be SMART with your action items and goals. You remember what SMART stands for: Specific, Measureable, Action-focused, Realistic, Timebound

 

 

3. Redefining What Confrontation Means

I wasn’t always comfortable with confrontation until in my early 30s I heard a conference speaker called Holly Wagner bring confrontation into a fresh perspective for an audience of 1500 delegates. A new definition opened up that removed fear and kicked ambiguity to the kerb:

 

Confrontation: “caring enough to confront”

 

4. How Might Confrontation Play Out?

A deeper level of communication in healthy teams, relationships and boards opens up when we’re bold enough to remark, “I’m not satisfied. Tell me more. What do you mean by? Have you quantified this project? What’s our message to the team, members, stakeholders?”

The format may look different. The agendas may be added to or minutes reviewed and edits put forward by Directors new and old. In established boards this may cause temporary concern because of current longevity and respect for one another.

Isn’t life clearer when we can cut through ‘perceptions’, stand on values, invest in relationships,go to the source if there is doubt or misunderstanding, and have robust conversations even if we squirm a little, and get stuff done? I have been blessed to serve with this Board! Newlife Board Directors have been key influencers for achieving outcomes and setting the tone with #graceandgrit and #robustconversations

 

5. Navigate the On-Boarding Courtship

(A) For the BOARD in it’s Current Form
Psychologist Bruce Tuckman’s 1965 team dynamics model of: forming, storming, norming and performing highlights the interesting transitions individuals experience as Directors and team members come and go. These phases are later expanded to include ‘adjourning’ or ‘mourning’, when Tuckman worked with Mary Ann Jensen in 1977.

 

The model continued to evolve with Alasdair A. K. White partnering with John Fairhurst to refine the model as TPR:

  • Transforming: grouping forming, storming and norming phases together
  • Performance: consolidating performance
  • Re-forming: enhancing performance and going beyond the coping and comfort levels

The Chairman of the Board has a key role to play here by guiding the Directors through the shifts that are occurring or may occur, given the change in Directors.

 

 

(B) EXISTING DIRECTORS

This is a marketing and personal branding opportunity for you as an individual.

Reach out to incoming or outgoing Directors one on one. Invest the time to KNOW them in this fresh context. How they like to think, work, what support they may need moving into this new season. Share some history and your values

 

(C.) INCOMING NEW DIRECTORS

This is a marketing and personal branding opportunity for you as an individual as well.

As I step into my 4th new company Board Director role I must remind myself to court the new Directors before the Meetings and pick up the phone for 1:1 calls. It increases understanding, creates a platform for trust to form in this fresh context.

It takes time for existing BOLD BOARDS to reconcile with the different styles and questioning we may bring as newcomers to the table.

 

I didn’t do that with my new Director colleagues and I wish I had. So how do I make amends? Listen to feedback, check myself, reflect with a mentor, learn from it, value the relationships, don’t over think it and get on with the responsibilities at hand.

 

(D) AS A WHOLE NEW BOARD

  • Extend some grace to each other as you navigate the feel and mix.
  • Be interested in understanding the other person.
  • Find out what makes each other tick.

 

This might interest you…

 

How we ‘relate to others, gather and use information, make decisions and organise ourselves and others” is described as the R.I.D.O Scale in the Margerison and McCann, Team Management Systems “Types of Four Work Preference Measures”. Without background knowledge of each other, new Directors may misread the engagement of others as disrespectful or too detailed oriented. 

 

Yet it is simply different.

 

The TMS Four Work Preference Measures consider:

  • RELATE to others: Extrovert versus Introvert
  • gather and use INFORMATION: Practical versus Creative 
  • make DECISIONS: Analytical or Belief Based
  • and ORGANISE ourselves and others: Structured or Flexible

If you’d like to find out more about these TMS Profiles and the accompanying 4-6 hour Debrief Program, contact our team on info@tarrandeane.com

 

Let’s face it, change is always going to inadvertently ruffle a few feathers. That’s why having people committed to the CAUSE will draw us together beyond the initial  forming and storming phases if our experiences and approaches shakeup established meeting and reporting patterns.

Refocus on the VISION with a CALL TO ACTION and SHARED COMMUNICATION

 

Bold Boards: Cause, Communication, Confrontation & Coming Together by Tarran Deane

 

6. Bold Boards Continue to Evolve

Every leadership team from the C-Suite to the Board Room, can benefit from developing a Terms of Reference for their Meetings, and revisiting these as a standing agenda item. Some may say this idea is not ‘high level’ enough or ‘too detailed’. Conversely this framework reminds us of why we are here and that we have an obligation to ask the tough questions, pursue clarity and document them accordingly.

Why? Because it isn’t actually about us or anyone person. This is a legacy of decision-making and the rationale behind, that will impact your stakeholders and the company operations. Don’t be afraid of the detail.

 

SUMMARY
Those 6 points for Bold Boards – The Cause, Community, Confrontation & Coming Together are:

  1. Seek to Know & Understand Each Other
  2. Clarify Why Your Board Exists
  3. Redefine What Confrontation Means
  4. How Might Confrontation Play Out?
  5. Navigate the On-Boarding Courtship
  6. Bold Boards Continue to Evolve

Getting Down to Business and Maintaining the Strategic Perspective

There is no place for fear or offence, when the CAUSE is greater than ourselves. Diligence demands we encourage BOLD BOARDS; not at the expense of relationships rather BECAUSE of the importance of them.

 

We’ve got your back, so let’s move forward!

 

Thank You LinkedIn, Newlife Care and Those Who Stopped By to Celebrate!

Thank you! I hope you have the opportunity to contribute, learn and stretch through serving as a Board Director.

 

It is a privilege to be trusted with Directorship, ruffling my feathers means I’m growing in my character and capability and maybe, just maybe, making a difference.

 

 

 

 

#Boards #Governance #intentional #leadership #diversity #transparency #robustconversations #caringenoughtoconfront #graceandgrit #unity #sandpaperministry #LinkedIn #bernardsalt #Executives #C-SuiteMeetings #qualityassurance #DueDiligence #Directors #thealphabetprinciplebook #tarrandeane