Here's the March newsletter in it's original state.

Excellerate Solutions Logo

The Excellerator

Think. Plan. Excel.
March/2008
Greetings! 

Welcome to our latest monthly newsletter for your reading enjoyment.  If you wish to be removed from our mailing list, please click on "SafeUnsubscribe" link at the end of the newsletter, please send them a copy by clicking on the "Forward email" link, also at the end of the newsletter.  That will send them a copy, but it will not add them to the mailing list.
 
Happy reading!
 
Bill Spreitzer and Dave Vogelpohl
Leadership and Strategic Planning

I was recently reading an article entitled Judgment: Making Great Calls. This article pointed out that what differentiated effective leaders from less effective ones was their ability to make better calls in key situations. They not only made better calls, but they were able to identify the vital decisions that needed to be made and made the right calls in those cases.  It went on to say that there are three judgment domains in which Excellerate Solutions Logoeffective leaders excelled: People, Strategy and Crisis.

As I reflected on this article, it occurred to me that the foundation for exercising good judgment in these domains is having a strategic plan for the business that is alive and actively guiding the business. The process of reviewing and deciding on the vision, values and mission of a business in itself conditions the leadership to be ready to make the right decisions at the right time - even in times of crisis.

People

The need to involve key personnel in the strategic planning process is to promote buy-in and alignment with the future direction of the organization, equity in the way decisions are made consistent with the plan, and to effectively communicate the plan throughout the organization.

Strategy

The creation of the strategy involves the key leaders in evaluating the market and competitive forces which drive the business. Will there be surprises down the road that weren't anticipated? You bet, but having a baseline plan allows the leadership team to quickly react to inevitable changes and be prepared to use better judgment in the decisions that need to be made.

Crisis Management & Values

Lastly, during a crisis, leadership needs to be guided by the values that were decided upon by the team during the relative calm of the planning process. They need to be guided by the ultimate goals for the business contained within the plan. One of the best examples of this principle was the Tylenol tampering situation faced by Johnson and Johnson 25 years ago. The leadership of J&J at the time were clearly guided by the longer term view of the company - their goals and values, when they made the decision to have a total recall of the product and to very quickly redesign the packaging to better prevent tampering. 

The way that Excellerate Solutions works with clients to develop and implement a strategic plan is to carefully review key factors and devise plans that guide the company from both an external and internal perspective. We take a view of 5 years down the road, and create a detailed plan for the next 12 to 18 months. This plan is then reviewed regularly with the leadership team for a 12-month period.  

If you would like help in creating and/or implementing a plan for your business that guides you to make better decisions, give us a call.

 

Dave Vogelpohl

dave@excelleratesolutions.com             

919-544-3787

Bill Spreitzer
919-388-3600
Embracing Change and Managing a Smooth Transition

Everyone of us at one time or another has had a moment in our careers (or our lives for that matter) when we have asked ourselves the uncomfortable question, "How much longer can I continue to do what I am Excellerate Solutions Logodoing?" It is an uncomfortable question as it begins the process of moving out of our current comfort zone to a place in our lives that appears to be of great uncertainty.

Change of any kind or at any level can be a daunting process, but a necessary one for personal and professional growth and development. Although it is often times easier to just "stay put," it is far more rewarding to move forward.  Dr. William Bridges, author of Managing Change and Transition, outlines the change process by illustrating the three phases of change as well as what to expect from these phases and what is needed to successfully move through them:

Phase 1:  The first phase of change is what Bridges' calls "ending." This is basically the recognition that the time has come for us to move on. It is the process of letting go of old patterns and habits before embracing the future. 

Phase 2:  The second phase of the process is that "transition zone." People report a feeling of being disconnected from the past, yet emotionally not connected to the present. This phase can offer a great opportunity for creativity if anxiety and fears are readily managed.   

Phase 3:  And lastly, the "new beginning" phase is one of action as we have finally let go of old patterns and have made a commitment to the life style or change that will accommodate new opportunities.

One of the things we forget to consider when mentoring or coaching someone is the human tendency to resist change. For example, when a mentoree enters into a mentoring relationship they have made a decision to make potential changes and ultimate transitions in their careers.  Sometimes a mentor will experience this resistance first hand.  It is helpful to know in advance what to be prepared for and how to help a peer or colleague move forward or get "unstuck."

The following are a few simple ways in which to successfully challenge others to embrace change and make that exciting transition:

t     Construct a personal "Vision Board."  This is the fun part. Create a list of those goals and objectives that you would really like to see yourself actually accomplishing in the next few years. Then add those dreams you have been harboring for years. By actually putting them on to paper, they have now been established as an actual goal. By formally acknowledging those grand ideas, you are setting into motion where it is you really want to go.

t      'To Thy Known Self be True'.  To successfully manage change, we must first know how we, with our different personalities and behaviors, react to change. For example, are you the type of person who embraces change and will you tend to get bored if things stay the same? Do you need time to prepare for change? Do you react positively or negatively to unexpected changes? By analyzing our own strengths and shortcomings, we are better equipped to embrace change and make smooth transitions.

t      Seek new Role Models.  You can begin making corrections to your current behaviors and lifestyles by modeling your reactions and patterns to those you most admire and whose positions and lifestyles you hope to someday achieve. Review again your goals and observe those who are currently living out your very goals, dreams and objectives. Their behaviors and choices have obviously gotten them to where they are today.

The key to successful transition is constant evolvement of our goals, behaviors and dreams. Our personal and professional journeys are just that - a passage from one opportunity or success to another. Have a great journey! 

Reprint permission by Jennifer C. Selland, CPBA, CPVA, CAIA, Trimetrix™. Well-Run Concepts

Mentoring - Developmental Activities

By Alison Sfreddo

The mentor plays a key role in designing developmental learning experiences for the mentoree.  Often, though, a mentor's first question is, "How do I design a Excellerate Solutions Logodevelopmental activity?"  The first step is to identify a need that offers the greatest opportunity for improvement and focus an assignment to address this need.  Secondly, the activity should be one in which the mentoree will learn without becoming discouraged or feel overwhelmed and where the learning environment will be "safe."  Finally, ensuring an effective means of feedback from the activity is vital to achieving and solidifying the developmental goal of the activity.  The following are a few ideas for developmental activities within five specific realms of employee experience.

Communication

-       Style - Encourage mentorees to solicit feedback after meetings from trusted colleagues as to how their communication style is perceived by others.

-       Listening Skills - Practice listening skills by having the mentoree listen to someone explain an issue and then recite the major points of the argument to that person in order to see if they have captured the main purpose of the  discussion.

-       Writing - Have the mentoree draft an internal memorandum and evaluate the writing style and tone in terms of company expectations and effectiveness of the communiqué.  Provide feedback.

-       Presentations/Briefing - Provide feedback after a presentation has been delivered.  Ask for feedback from others who also received the brief.

Leadership

-       Problem Solving - Encourage the mentoree to tackle a problem within the organization from an analytical perspective incorporating the views of the major stakeholders and create a plan to address the problem.

-       A Fresh Look - Have the mentoree walk through the office space with "new eyes," asking themselves if the environment reflects the culture and values that are important to him/her and then discussing these new insights with you.

-       Unwritten Rules - Have the mentoree speak with at least three senior managers about what they consider to be the organization's "unwritten" rules and why they are important.

Teamwork/Team-Building

-       Information Sharing - Have your mentoree set aside a specific time monthly (or more often as required) to share new knowledge and information with his/her team members.

-       Team Orientation - Encourage the mentoree to solicit feedback from team members in terms of how team oriented he/she is.  Determine if team members feel that the mentoree pushes his own ideas rather than listening to the collective voice of the group or that he considers or fails to consider how decisions will affect the other team members.

-       Membership - Have the mentoree join an "ad hoc" team or committee assignment as a team member and monitor his/her behavior within that role.

-       Collaboration - Have the mentoree serve on a project requiring collaboration with a variety of different perspectives and disciplines to see what barriers he/she may face. 

Technical Expertise

-       Shadow an Expert - Ask the mentoree to follow an expert for a day and to prepare a paper on what was learned from this experience.

-       Stretch Goals - Encourage the mentoree to take a project outside their normal area of expertise or comfort zone.

-       Networking - Encourage the mentoree to foster a network of situational "technical" mentors by spending time with them on a monthly basis.

-       Professional Conferences - Mentorees should attend at least one professional conference per year with the goal of strengthening their technical skills in at least one area. 

Time Management

-       Priorities - The mentoree should discuss his/her team's top ten priorities with a senior manager.

-       Goals and Deadlines - Encourage the mentoree to maintain a work journal, chronicling their deadlines and daily work goals to identify time wasters, times when they are most and least productive, and means of controlling the use of their time.

-       The Power of Experience - Have the mentoree interview three key executives who balance their time with ease to glean insight into the techniques and processes for doing so.

-       Efficiency - Have someone visit the mentoree's office and provide constructive feedback on its efficiency.

These are just a few of the myriad developmental activities that you can recommend to your mentoree in order to help them become a more valuable asset for the organization. Use these as guidelines to create your own developmental activities that focus on the critical aspects of employee success. Most of all, try to make the activities interesting, non-confrontational, and even fun whenever possible.

By Allison Sfreddo, Reprint granted by The Mentoring Connection

 

Bill Spreitzer                                         

bspreit@excelleratesolutions.com          

919-388-3600

 

Dave Vogelpohl

dave@excelleratesolutions.com             

919-544-3787

Visit Our Web Site at: www.excelleratesolutions.com

In This Issue
Leadership and Strategic Planning
Embracing Change and Managing a Smooth Transition
Mentoring - Developmental Activities
Keeping Good Records
Motivational Quotes
Quick Links
Excellerate Solutions Logo
Keeping Good Records

You can avoid headaches at tax time by keeping track of your receipts and other records throughout the year. Good recordkeeping will help you remember the various transactions you made during the year, which in turn may make filing your return a less taxing experience.

Records help you document the deductions you've claimed on your return. You'll need this documentation should the IRS select your return for examination. Normally, tax records should be kept for three years, but some documents - such as records relating to a home purchase or sale, stock transactions, IRA and business or rental property - should be kept longer.

In most cases, the IRS does not require you to keep records in any special manner. Generally speaking, however, you should keep any and all documents that may have an impact on your federal tax return:

Bills, Credit card and other receipts, Invoices, Mileage logs, Canceled, imaged or substitute checks or any other proof of payment, and any other records to support deductions or credits you claim on your return.

Good recordkeeping throughout the year saves you time and effort at tax time when organizing and completing your return. If you hire a paid professional to complete your return, the records you have kept will assist the preparer in quickly and accurately completing your return.

For more information on what kinds of records to keep, see IRS Publication 552, Recordkeeping for Individuals, which is available on www.IRS.gov.

Motivational Quotes
 
It takes a lot of courage to release the familiar and seemingly secure, to embrace the new. But there is no real security in what is no longer meaningful. There is more security in the adventurous and exciting, for in movement there is life, and in change there is power.

─ Alan Cohen

The art of progress is to preserve order amid change and to preserve change amid order.

─ Alfred North Whitehead

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.

Franklin D. Roosevelt

Safe Unsubscribe
This email was sent to dave@excelleratesolutions.com, by dave@excelleratesolutions.com
Excellerate Solutions | 8311 Brier Creek Parkway, Suite 105-88 | Raleigh | NC | 26716