To be or not to be transparent?

I vol- unteered with a great nonprofit for over three years. They help people get into safe affordable decent housing where they can have the confidence of knowing it’s as permanent as they need it to be. It’s amazing how providing stability in someone’s life can turn their whole world upside down yet right side up.

Like many nonprofits (and commercial ventures), they have been struggling to raise funds.

As a volunteer, I was always surprised to learn that they struggled for donations because I knew their programming was so strong.

As a volunteer, I was always surprised to run into people who had grave misconceptions about the program and its benefits.

As a volunteer however, I could never find out exactly how the program was funded. No one could or would answer me directly about where the money went and how much was actually needed.

The goals were not clear.

I found it difficult to help them, often guessing at what they might need. My fellow volunteers shared the same concern with me. We’d guess as best we knew and do the best we could. I would find in conversation with potential donors that they also had the same questions as I did but with many misconceptions about the program as well.

What if this was a commercial venture?

What would you do if this was your commercial venture?

The same rules apply don’t they? Frankly, I can hear the gears over-heating in your head:

• Set clear goals!

• Communicate a clear message to the team on what needs to be accomplished!

• Get everyone unified around a real and tangible long term goal.

• Help the team create tactical plans that will enable the long term goal to be reached.

• Be transparent such that everyone can understand what is going on.

• Be transparent so that everyone will trust the plan and the motive.

What else would you add to this list?

Securing your legacy

What’s your exit strategy?

“What?

Who?

Are you talkin’ to me??”

If you are about to jump ship or you're plotting to move your career elsewhere in the next 3 to 5 years, then I’m talking to you. Here is a serious question that you should be consistently considering:

How will your leadership be regarded after you have left this job and hit the high road?

In considering your leadership legacy and beginning to work on an exit strategy, you need to be concerned with three things: your ideas, your initiatives, and your people.

I’m sure you’ve had some great ideas and maybe even implemented several of them, but will they persist after you’ve gone? Will your initiatives and the people on your team shine when you are not there to mentor them anymore? What is your legacy going to be once you are no longer there? Next are three things to think about in building that better legacy.

ON IDEAS
Every leader has the responsibility to come up with creative problem solving ideas that are supposed to keep things running smoothly, trim expenses, and generate income. Some positions require a lot more ideas than others. Some workplace environments are more conducive to change, while others are more reluctant to the concept of implementing “new & improved” ideas. As a leader, your ideas matter. Let’s take a look at the ones you have already created. Are these ideas sticking around after you’re not pushing them anymore?

Are these ideas dependent upon you or did you build them with longevity and a legacy in mind? A great leadership legacy has tried and true ideas that stand the test of time.

ON INITIATIVES
Structuring change so that a smooth implementation is engineered with collaboration and buy-in from all quarters involved is key to a successful roll-out. Just like with any strong structure that is built to last, it is also foundational to the long term success of your project after you’ve moved on that its implementation was embraced. Perhaps you wrote the product launch procedure, you developed the new marketing communication program, or you’ve created the strategy for increased client sales.

How are you rolling it out to the team and to the company such that it is effectively communicated and designed for all involved? Who else was involved in it’s development?

How much are you involved day to day and what happens when you go on vacation? A great leadership legacy is built with plans that roll out smoothly so that foundations are built with strength and durability.

ON PEOPLE
It’s inevitable that some on your team will require more hand holding than others. What about those whose goal is to take over your job? Are you afraid of that occurrence and are trying to thwart their efforts? Or are you grooming them for the future with confidence and poise? If you have in mind securing a great leadership legacy, you will be asking yourself compelling questions that allow you the freedom to leave gracefully.

Ask yourself: “How am I helping the right person achieve eventual success in my current position?” And.. “Who is next in line to take over my position and responsibilities when I have moved on?

Preparing your team through training and mentoring in addition to providing critical information is key to setting them up for success when you’re gone. I’ve found that allowing those working for you to spin and toil on their own problems a little while and allowing them to come up with their own solutions helps them grow more quickly than if I had stepped in to intervene immediately. Similarly I try to bring in others on big initiatives to help them learn the process of development.

Some of us truly are indispensable and control information critical for our position. How are you making this available and easy to understand for the one who follows you?

The mark of a great leader is the legacy one leaves behind.

How your company survives and recovers from your absence is a tribute to your leadership.

Are you setting up your company for success in the long term? What is your exit strategy?

Will the company remain strong and not falter upon your departure?

Article originally published by me on the Linked 2 Leadership blog, June25, 2009

Starting a new gig

A list. A 9 point action list.

I have some friends starting new opportunities soon and it got me thinking about how their company will survive their leaving. It got me thinking about how to gracefully leave an organization and even how to successfully leave a position within an organization. I did a quick search to find some do-s and don’t-s, but it really goes deeper than this. I decided to write this post. I’ll expand more next week, but for now, a list:

1. Be transparent. Ensure that your boss and your team understand what it takes to do your job.

2. Record justification. For every project and initiative, there is strong justification for decisions made throughout its development. What are they? Filling in others and recording for future reference will ensure that others understand ‘the why’ of decisions. This will make it easier for the team to support and to carry plans forward when you’re not involved anymore. Your project could be a fundraising strategy with a particular company, a manufacturing process, or a specific product design. Ask me about the life of a thin-wall plastic product I designed and why recording was so important.

3. Train your team. Consider how well your team does their individual jobs. Conduct formal in-house training that will make them perform even better. You have a lot to share from your years of experience. Not sure where to start? Work with a consultant who can customize and develop training with you.

4. Define your strategy. It’s probably a good one so why not share it? This will enable your boss and your team to do two things: a. carry it forward in your absence, and b. improve upon it.

5. Perform a thorough review of your role. Define what you do and what your replacement should expect as their duties. Identify gaps in your position and the organization to help drive improvement after you’ve moved on. This is not a criticizing letter, but a bulleted list.

This organization’s future success can also be yours.

6. List assets to your position and how they help or hinder you. Do you really need three computers? That blackberry? Better managing database software? You might also have several marketing pieces, prototypes, or other inventory you control. Passing this list on to your team and replacement will help them save money and continue critical customer support.

7. Develop a schedule for implementation. We all have ongoing projects and it’s likely you’re leaving in the middle of one. Finish what you can and put in the works details that will ‘run’ during your departure. The idea is to allow for seamless transfer to your replacement. This is not the time to let your customer or donor down. Successful transfer can only reflect well on both of you.

8. Open your books. Reorganize if necessary. You may hold sensitive and critical information for the operation of your company. Ensure this information is gathered in one place, is easy to interpret, as well as easily found. What kind of information you ask? Things like:

1. current customer lists – contact names, products they buy from you, products they buy from competitors, what they like to order for lunch, how they take their coffee, where they spend their holidays. Information should include special strategies with them and details from your last meetings.
2. Show budget information including when you spent money, when your group was reimbursed. Provide details on how you plan for your department/company.
3. If you work for a nonprofit, be sure to include volunteer information (and not just names!), donor schedules, cashflow timing, donor in the works information and the like.
4. For your projects, clean up your to-do action lists and ensure those responsible understand they get no slack during the leadership transition.

9. Communicate. Everyone will miss you whether they like you or not. Close the loop gracefully informing all in appropriate positive ways whom their future contact will be. For customers, work hard to introduce personally your new replacement. For suppliers, work hard to introduce your new replacement. For colleagues, work hard to introduce your new replacement. These face to face meetings show a strong level of professionalism and can only bode well for your future and that of your ‘old’ organization.

What would you add to this list if it was your boss leaving?

What would you add to this list if one of your teammates was leaving?