To affect a successful culture change in our organization...

Graph
  • 37% said "Our management team will need to develop competency in the skills needed to shift culture."
  • 36% said "Executive team development would be critical to making the change happen."
  • 26% said "A major concern would be the ability to get the management team “Up to speed” in knowing how to make this happen."
  • 1% said "None apply."

Our priorities change frequently, creating confusion around the key results we need to Pie Chartachieve.
  • 45% said "Not entirely, we can improve here"
  • 39% said "Yes Completely"
  • 16% said "No, not at all"

People throughout the organization align their work with the key results.Pie Chart
  • 75% said "Not entirely, we can improve here"
  • 18% said "No, not at all"
  • 7% said "Yes Completely"


Building effective teams at the executive level is critical to creating a strong organizational culture where execution, accountability and performance improvement are organizational capabilities that produce lasting results. Creating alignment and open collaboration in the executive ranks is critical to advancing the mission of the organization.

In one recent survey about affecting a successful culture change within the organization, two-thirds of those surveyed said that executive team development would be critical to making the change happen. Ensuring that executives effectively collaborate as a team is essential to the success of any organizational initiative.

Improving the personal development and leadership competency of executive team members is equally important. Forty-four percent of those surveyed indicated that a major concern for the success of their culture change initiative was dependent upon their ability to get members of the management team "Up to speed" and know how to make that happen.

Building a strong and effective executive team begins by aligning the team around the key results the organization needs to achieve. Eighty-four percent of survey respondents to a recent poll we conducted indicated that changing priorities create confusion around the key results the organization needs to achieve. Another 93% stated that people have difficulty aligning their daily work with the key results the organization needs to achieve. Creating alignment around key results is a critical skill that leadership teams need to master.

The Partners In Leadership executive team alignment process creates a collaborative team environment that empowers the leadership team to lead in a way that is compelling and motivating. People respond to leaders who are leading effectively together.

Here are a few examples of how the Partners In Leadership training and executive coaching process have helped client's executive teams have even greater impact on the bottom line:













Search all client stories:
 
Advanced

add row



+ Share image

The Old Gray Fox Syndrome...

The Results: Generated 34 million beyond plan when corporate asked.



The Story: Eli Lilly and Company, one of the largest pharmaceutical companies in the world, utilized the Self Track and Culture Track throughout their organization worldwide. Lilly management had established its operating income results, R2, for its European operations. Here, quoting from our trip debrief notes, is how a team used the training to help them achieve an aggressive revenue target:

"We were engaged to present the Culture Track Training to the senior and began by observing from the back of the room while the European General Manager made and announcement about their revenue target. He thought this would be a good way for us to see their culture in action. It was late October, 'By December 31st, we're going to need to turn $25M dollars more to the corporate headquarters than we were planning.' They took the next hour to come up with a plan on how they were going to deliver."

"Now, you might imagine how well this news went over. When the leader asked for additional contributions to revenue from the different country managers, the room literally went silent. The reality was, there wasn't a person in that room that felt they could do more than they were personally delivering already. Each country had a number they already needed to achieve. It was obvious to us, that there was only one person in that room who felt accountable for Europe's number; and that was the General Manager in charge of Europe. The GM recognized that they were sandbagging, a practice that had come to be known in the European team as the old-gray-fox syndrome, where country managers cunningly guarded their revenues to ensure they hit their individual numbers not only in the current year, but in the coming year as well. A cultural trait that needed to change if they were going to hit their number."

"As we listened to the country managers, we became quite convinced they didn't have any more money to give. The U.K. country manager was particularly convincing that there was absolutely no way they could deliver beyond the number they had committed to deliver. With that discussion in mind, the Culture Track Training workshop began. The team got engaged in the meeting, became aligned through open conversation and feedback, and actively participated in laying out a plan to shift the culture of their organization to target achieving their desired results."

"At the end of the workshop, we re-visited question: 'where are we going to come up with the additional 25 million?' It was quite a different experience than the previous conversation that started the two-day event. As the General Manager went around the room, country manager by country manager, he began to amass the sum he needed. Interestingly, the U.K. country manager, whom we were convinced had nothing he could possibly give, came up with an additional $5 million dollars. The team acknowledged that their hesitancy to contribute was related to a belief that they held: if they contribute more this year, their number will be even higher next year. The General Manager convinced the team that he would keep in mind the additional contributions when establishing next year's numbers and not inflate them based on that."

Amazingly, that organization, between late October and December, actually achieved not only $25M in additional revenue for the corporate headquarters; they achieved $34M by December 31st. Every leader of the European Management Team went back to their respective countries, committed to a result bigger than their own country number and, using the Accountability Training® principles and practices, created a "What else can we do to achieve this greater number?" mindset, focusing on it day in and day out.

Accountability begins by getting an entire organization focused around the results that you need to achieve. When you align the culture to achieving those results, you achieve results that would come in no other way.

+ Share image

Serving Up Profits One Table At A Time...

The Results: 200% increase in profit margin in 18 months.



The Story: On The Border Restaurants was a growing regional fast-food chain in the southwestern United when we started working with them. They implemented the Self Track Training to support a massive nationwide expansion and needed to improve its profit margin in order to do that. Using the Accountability Training® principles and practices they aligned their top management team around the key results they needed to achieve, and then carried that alignment to the rest of the organization to engage every employee at every level. The result, a 200% increase in profit margin in 18 months and a successful national expansion effort.

Kelli Fitten, Vice President Human Resources with Brinker International, On The Border's parent company, says of the training: "The Self Track Training changed the way I look at problems. I think the most valuable take-away from my exposure to the principles and theories was simply understanding the language and being able to apply it to what I do every day. I now approach each problem, with a different attitude, and a different intensity towards getting results. When the results are not there, I no longer play the blame game, but rather notice if I am Below The Line and bring myself above it. My personal accountability has changed and improved as a result of The Oz Principle."

 

Click here to read the story about how the top management team got aligned around their results.

In the Self Track Training senior executive workshop, we asked the top management staff, "What are the three key results you most need to achieve as an organization?" Everyone on the team replied, "Profit margin." At first it seemed as if they were aligned around this result. But any appearance of alignment quickly disappeared with the answer to the next question, "What's the number?" One executive called out, "5.5 percent." Another immediately disagreed, chiming in with "3.5 percent." Then another quickly reacted with a bit of exasperation, "I thought we agreed it was 7.5 percent."

We turned to the CEO, who was intently listening to this discussion, thinking that she could settle this matter and clarify the number. When we asked her for the number, she responded adeptly, saying, "It's somewhere between 3.5 and 7.5 percent." Ignoring the laughter, she continued, "Let me explain: 3.5 percent is the number we told corporate we could hit, 5.5 percent is the number we think we will hit, and 7.5 percent is our stretch goal." Believe it or not, this management team is not alone. Confusion about results is all too common in most organizations.

When we spoke privately with the president, she told us that the parent company had clearly communicated the result they needed to achieve. In fact, corporate had told her that if the chain did not achieve the specified target, they might sell it. Corporate had also emphasized the fact that similar restaurant chains in the parent company's portfolio were achieving the expected return.

Because the CEO knew that the team would view the corporate expectations as unrealistic, she doubted that her team members would align themselves around that target. When we asked, "What's the margin that you must deliver?" she replied, "5.5 percent." Although they had been missing the number, she acknowledged that they needed to hit it, and soon. She also agreed that if they did not change the way people thought and acted regarding hitting the margin, from top management on down and throughout every restaurant, they could not possibly deliver the 5.5 percent.

Over the next several hours, we worked with the senior team to get them aligned around this key result and to determine the shifts in culture they would need to make in order to achieve it. First, they determined to stop sending their organization mixed messages and to start communicating the same key results to everyone in a compelling way. They committed to ensure that all employees could connect the dots between their daily work and the results they needed to achieve.

Within months, a check on the alignment in the company proved that people at every level of the organization and within every restaurant understood and embraced the key organizational results. A random visit to a restaurant would also reveal that even people busing tables understood the margin goals. When asked what their job was, they would respond, "My job is to achieve a 5.5 percent profit margin, and here's how I do it: "The faster I clean and set a table, the more people we seat per hour. The more people we seat, the greater our contribution. The greater our contribution, the better our margin. That's what I do." Powerful, impactful, and clearly conveyed, this answer represented the shift in culture that On The Border needed.

With that level of clarity and alignment throughout the organization around the few key results they needed to achieve, On The Border enacted a cultural transition that literally changed the game for them. Within eighteen months, this organization realized a 200 percent increase in profit margin and delivered on 7.5 percent. They went on to launch their national expansion and became one of the top brands in their category by most measures. Ultimately, they were purchased by one of the top casual dining restaurant companies in the world, an organization known in the industry as the "mutual fund of casual dining," with a portfolio of restaurants successful at generating positive cash flow and profits.



+ Share image

Cross-functional Feedback Solves the Backlog...

The Results: Eliminated backorders, improved product quality and a 24-hour delivery rate of 99.8%!



The Story: Alaris is a major medical device manufacturer who enlisted Partners In Leadership to conduct the Culture Track Training within their organization. Within six months of implementation of their training their stock rose 7000% and they experienced 3 consecutive quarters where they achieved and succeeded all of their performance numbers. It has been the best performance the company has seen in years.

 

Click here to read the rest of this amazing story - A 7000% increase in stock price over three years

Before we started working with ALARIS, the company was carrying a backlog of nine thousand instruments, with five thousand spare parts on order, and disposable fill rates below 85 percent, all in the face of declining revenues. Key to turning around their poor performance, eliminating backorders, achieving dramatically improved product quality, and maintaining a twenty-four-hour delivery rate of 99.8 percent, were a series of Culture Track Training cross-functional feedback sessions held between operations, sales, customer care, quality and service, where individuals confronted the group with hard facts that many did not want to hear. These sessions helped everyone to See It® and build greater cooperation.

Sally Grigoriev, a vice president with ALARIS, said, "The sessions were the equivalent of 'walk a mile in my shoes' in both directions!" The prior adversarial relationship between operations and customer care disappeared. Sally describes, "Now when there is an issue, people pick up the phone. Before, people didn't pick up the phone because they did not know each other. Since that meeting, we've had customer care down to tour the plant, something they had never done before. Now, they understand our processes, have a feel for how things work, and have put faces with names."

The organization began measuring order fulfillment on a daily basis, a measurement the entire organization received daily by E-mail. This measurement showed performance during the last twenty-four hours. People saw it. In the past, hundreds of late orders on a daily basis came to no one's attention. Since beginning the candid and open cross-functional meetings, just one late order will send people scurrying to coordinate resolution of the problem between all the different functions. On this point Sally said, "It is just the most amazing transformation you have ever seen."

+ Share image

Working Cross-Functionally Means On Time and Under Budget...

The Results: Under budget, on-time delivery



The Story: United Health Group is a leader in the health benefits and services industry. United Health Group engaged Partners In Leadership to help the organization improve their capability to deliver key projects on time and within budget. Using the Self Track Training, the Executive Management Team was able to develop joint accountability across cross-functional boundaries. Breaking down the barriers meant getting executives to work together as a team, helping them collaborate openly, candidly and productively, fostering open exchanges of feedback and choosing to have greater trust that people will make and keep commitments they can count on. As a result of eliminating Below The Line® behaviors and attitudes, this senior team was able to lead the organization in delivering a key project under-budget and on schedule, despite the fact that no one thought it could be done.
+ Share image

Cross Functional Feedback Can Be Game-Changing...


The Story: Turner Job Corp., part of the Department of Labor in Albany, GA works with students providing them training in how to get and keep a job in order to change their lives. Turner engaged Partners In Leadership to facilitate the Self Track Training workshops for Turner Job Corp. The training was conducted with the top 45 leaders, managers, supervisors and directors. The challenge: out of 120 centers, they were rated number 106.

The 90-Day Accountability Training® follow-up workshops included the Partners In Leadership Cross-Functional Accountability Feedback Process,® a tool we use to accelerate culture change. We learned this was the first time in the history of the organization they experienced open feedback exchanges between levels: supervisors, managers and directors. After the workshop, three Senior Directors said "this process was the most impactful thing we've seen facilitated in our organization." During the session, they uncovered some important issues that were impacting results. The feedback was a powerful part of the workshop and it had a significant impact on not only the directors but also the managers and supervisors who, for the first time, felt like they were heard. This process positioned them for significant improvement in their overall center rankings.
+ Share image

Accountability Without The Code Blue Crisis


The Story: Baxter Healthcare has been a leader in healthcare for 80 years. Baxter assists healthcare professionals and their patients with treatment of complex medical conditions. Partners In Leadership conducted an Open Enrollment Self Track Training Workshop for Baxter Healthcare in Deerfield, IL.

In the training, we present The Results Pyramid® a classic model that describes how to work with organizational culture. In the session, we explain that when the pyramid is not aligned, culture is not working for you. We then show an aligned pyramid, which illustrates a strong culture that produces results.

A participant in this Self Track Training workshop (she was an RN) said the light bulb went off for her and this is the story she told. "When I see those two pyramids, they remind me of when I worked in the hospital and the code blue button was pushed, and what would happen in our lives. Everybody knows code blue. The code blue means there is an emergency and a life is on the line and immediately we all snapped into perfect alignment no matter what our day looked like or felt like prior to that, the moment they called code blue we all knew exactly what we needed to do, we knew what the result was, and we did it without asking any questions."

People don't usually stop and say, "Well, I don't know what to do so therefore I'm not going to do anything." Normally when they're in code blue, if you don't know you go and find out, you go and ask. So for this RN it made immediate sense for her and the parallel she drew was this: when we know the result and the result is clear, things happen quickly, efficiently, and on time. Now when I don't know the results, there is no telling what my day looks like.

When there is a crisis, teams tend to align more quickly. They put all their beliefs on hold and just get focused on getting the result. It is impossible to move a team forward and create alignment without working with the beliefs people hold. The Partners In Leadership training utilizes The Results Pyramid, perhaps the most influential model of human performance technology ever constructed, to facilitate alignment and collaboration within executive teams by quickly shifting existing beliefs that block productivity to desired beliefs that enhance performance.

+ Share image

Which One Do You Want-Service or Margins?

The Result: Improvements in average speed of answer and improved margins.



The Story: Paul Everett of Ceridian Corporation ran the company's HR Payroll call center. His customer support team includes over 300 employees at Ceridian, a B2B provider of services in HR, transportation, and retail sectors across the U.S., Canada, and Europe with annual revenues of over 1.5 billion. His boss expected two Key Results from Paul's group: improved service and improved operating margins. Over the past year, average speed of answer (ASA) had decreased 12 percent, from 4.44 to 3.91 minutes, and costs had dropped a full 7 percent. Then Paul's boss set goals for the New Year: "I want a minute on ASA, and I also want another 8 percent improvement in operating margins." This concerned Paul. The group had already picked all "the low-hanging fruit," the most easily accomplished improvements in ASA and expense reduction. As much as he wanted to make his boss happy, he just could not see a way to do it all. They might be able to reduce the ASA to one minute, but not with fewer resources.

Applying the Accountability Training® principles from the Self Track Training, Paul engaged in an Alignment Dialogue with his manager about what the leadership team really wanted. While everyone wanted to fulfill both expectations, there were certain realities that needed to be acknowledged: Ceridian's current strategic direction required capital, and that meant budget cuts. Rather than drop Below the Line, Paul spoke openly with his boss. He said, "I can't get to a minute and lose 8 percent of my budget, because I need a portion of the budget to get there. To get to a minute, I need to invest more in the effort." Then he offered his solution: "I feel comfortable that I can get to the two-minute range with the initiatives we already have in place and meet the financial performance objectives." In other words, he was asking, "What does the management team really want?" His boss agreed that the strategic objectives linked first with hitting the financial numbers, second with reducing ASA. They quickly settled on the two minutes and 8 percent.

The HR Payroll call center had never recorded a two-minute ASA in any month during the preceding year, but throughout the next year it reported a monthly average of less than two minutes. Midyear, corporate came back to every division, including Paul's call center, asking for additional budget reductions. Paul's team, now 25 percent smaller, because Paul had not replaced the people who left, continued to maintain an average answer time below two minutes. Not surprisingly, having successfully linked his efforts in the call center with the company strategy, Paul now oversees a number of customer service platforms throughout the nation. Paul reported back to Partners In Leadership: "They have put these principles to work not only within their teams, but most importantly during client interactions. The results speak for themselves. Within 30 days of our session with Partners In Leadership our business unit achieved its primary goal and continues to do so."

+ Share

Independent Bank

The Results: Created team and organization alliance to over economic downturn.



The Story: With the downward spiral of the domestic auto industry, the state of Michigan suffered the most abysmal economic performance in half a century. Compounded by a 230,000-job loss in 2009, Michigan's struggles were beyond that of most states. Central to the economic pressure lies the regional banking system. Independent Bank of Michigan weathered the economic storm through significant cost control management; eliminating bad loans, and increasing requirements for loan qualification. While this approach was effective in controlling expenses, Denise Wheaton, Sr. VP Retail Banking, and her senior management team recognized it would take something more to return Independent Bank to Profitability.

When Partners In Leadership began working with Denise, the team had already determined the bank needed to rely on internal growth, executive development, team alignment and reduce any reliance on factors outside of their control. With Michigan's economic turnaround far out on the horizon, Denise and her team looked inward within their organization and asked the question "what else can I do" to return Independent Bank to Profitability?

Independent Bank introduced Self TrackTM Training at a Keynote address to over 200 branch managers and staff. The company aligned both Commercial and Consumer Departments to a set of clearly defined key results, which served as the focal point of Accountability for Independent Bank. This joint accountability for the key results signaled a shift in the way the staff needed to think and act at Independent Bank. For the first time, the team was aligned at the top. This alignment was critical to the bank's ability to rely on its internal customer base for growth. The Commercial Group would explore their customer's personal banking needs, offering solutions. While the Consumer Group would explore Commercial opportunities with their customers.

The staff was introduced to the Steps To Accountability® model. This fundamental tool served as a platform for developing the team's awareness of what it looks like to be Above The Line®, focusing on things within their control, using See It®, Own It®, Solve It®, and Do It® best practices.

In working with the executive team, we emphasized the use of the language of accountability and the need to integrate accountability practices within their day-to-day activities. This simple, yet powerful approach has impacted Independent Bank's ability to take accountability for their key results by staying Above The Line®. Denise Wheaton reports the bank has continued to improve each quarter of 2011, positively impacting all of their key results.
"The Oz Principle Accountability Training changed the way I look at problems. I think the most valuable take-away from my exposure to the principles and theories was simply understanding the language and being able to apply it to what I do every day."
Kelli Fitten
Brinker International,
On The Border

Executive Team Alignment, Collaboration and Personal Effectiveness