Leading with Trust

4 Ways to Move From Vendor to Partner in Client Relationships

“We’re re-evaluating all of our vendor relationships.” Oomph! It felt like a punch to the gut when our client uttered those words, especially the “v” word. For several years this organization had been one of our top 5 clients, and now this new client contact was replacing our previous partner with whom we had a trusted and successful relationship. He clearly had a new strategy that didn’t involve us and was looking to move his business elsewhere. Despite our best efforts, over the course of the next 18 months our business with this client evaporated.

How did we move so quickly from being viewed as a trusted partner with this client to a vendor who could easily be replaced? It had nothing to do with the quality of our products and services, our price, or our capabilities as an organization. It had everything to do with the level of trust in the relationship with our new client contact.

We had developed an extremely high level of trust with our original sponsor. She viewed us as a trusted advisor who looked out for her best interests. She knew that our primary aim was to help her succeed, not just to sell products and services. We collaborated on projects together, learned from each other, and were vested in creating win-win solutions.

This level of commitment was reflected in the language we used when speaking about each other. She was our client – a person who uses the professional advice of another – and we were her partner – a person in a relationship where each has equal status. Our new client contact clearly viewed us as a vendor– a person who sells something.

So how you do create a relationship with your clients that transforms them from thinking of you as a vendor to one of a partner? I believe you have to build a solid foundation of trust and you do that by being:

  • Able – Competence in your role is a prerequisite for building trust with clients. Do you know the details of your products and services inside and out? Do you know the business challenges your client faces and how your organization can help them be more successful? Clients value and trust the advice of competent professionals who have a track record of success and have taken the time to thoroughly understand their needs.
  • Believable – Are you a person of integrity? Do you admit mistakes and take ownership, or do you make excuses and shift blame? Clients want partners that act ethically, responsibly, and place their needs ahead of your own. Sometimes being a person of integrity means telling the client “no.” Trusted partners are willing to be honest with their clients and advise them when they can’t provide the best solution the client needs. Trusted partners look for creative ways to help the client address their issues and find solutions to problems that may or may not involve their own products and services.
  • Connected – No one cares how much you know, until they know how much you care. You can be the most competent professional around, but if you don’t establish a personal connection with your clients, your efforts at building trust will be limited. Trusted partners know their clients as people, not just business associates. Get to know your clients by being genuine, authentic, and demonstrating care and concern.
  • Dependable – Simply following through on your commitments to clients goes a long way in building a trusted partnership. Maintaining reliability with clients involves having an organized approach to your work, only making promises you can keep, and doing what you say you will do. One of the quickest ways to erode trust with clients is to over-promise and under-deliver.

Trust is the key ingredient that allows you to move your client relationships from one of being a vendor to that of a trusted partner, and it starts with learning the ABCD’s of trust: Able, Believable, Connected, and Dependable.

7 Barnacles Creating Drag On Your Leadership Effectiveness

As a natural process of a ship being in the water for extended periods of time, barnacles and other marine life grow and attach themselves to the ship’s hull. If left unattended, the barnacles can increase drag up to 60%. This can decrease speed by 10% and result in the ship using 40% more fuel. In essence, the ship works harder, spends more energy, and performs worse over time.

The same principle applies in our leadership journey. Over the course of time we accumulate habits and practices that increase drag on our performance. Everything seems to take more time and energy than it should require. It builds up almost imperceptibly until one day we wake up and feel like we’re burned out. Just like ships are periodically removed from the water to have their hulls cleaned, leaders need to regularly remove the barnacles that are holding them back from performing at their best. Here are seven common barnacles that weigh you down over time:

1. Meetings — Let’s face it, even though meetings are the bane of our existence, they serve a vital purpose in organizational life. It’s a primary way information is shared, relationships built, and work is accomplished. However, we too often let meetings run us instead of us running meetings. Review your calendar and examine each of your regular meetings. Are they still serving the purpose for which they were created? Do the meetings have specific agendas with desired outcomes identified? Are the right people involved to make decisions? Are there alternative ways to accomplish the goal of the meeting without bringing everyone together? Those are all valuable questions to ask. If the meetings aren’t providing the return on investment that makes them worth your time, cancel them or reshape them to be more productive.

2. Policies, Procedures, Processes — We institute policies, procedures, or processes to handle new activities that arise over the course of time. When money, staffing, and time isn’t an issue, we don’t give much thought to adding new work into the system. But when resources become scarce, it can prove very difficult to reduce or eliminate activities or services that have become the norm. It can be helpful to apply the Pareto Principle, or 80/20 rule, to your leadership practices. What are the 20% of your activities that produce 80% of your results? Focus on the 20% and remove the 80% that are barnacles.

3. Committees — Collaboration is an important and valuable practice but sometimes we take it a bit too far by trying to do everything by committee. It slows down the process and frustrates everyone involved. If a committee is truly needed, make sure it has a clear purpose, goals, and clear decision-making authority. If you’re a member of a committee that doesn’t have a clear purpose and goals, reevaluate your membership. Maybe it’s time to remove this barnacle.

4. No-No People — Every organization has naysayers; it’s a fact of life. However, there is a big difference between people who express doubts or ask questions in a genuine effort to understand the proposed change and make the best decision possible, versus those who are No-No’s—their answer will always be “no,” no matter what. No-No’s are huge barnacles that cause tremendous drag on your leadership. They require enormous amounts of emotional and mental energy that distract you from more important priorities. Removing this barnacle will dramatically increase your productivity and personal satisfaction of being a leader.

5. No Vision or Goals — In a paradoxical sort of way, the lack of something, in this case vision and goals, can actually be something that weighs you down. A clear vision and specific goals help to focus your energy and streamline your efforts. When you know what you’re striving for, you can pare away all the non-essentials that get in your way. Without a clear vision or goals, your leadership energies are widely dispersed and less effective. If you feel like your days are consumed with fighting fires and you go to bed at night exhausted from chasing every squirrel that crosses your path, then chances are you don’t have a clear vision or goals driving your actions.

6. Seeking the Approval of Others — You will always be unfulfilled as a leader (or person) if your self-worth is determined by the approval of others. Striving to please all people in all circumstances is a barnacle that will slow you down to a crawl. Leaders sometimes have to make decisions that benefit one group of people over another and that inevitably leads to conflict. The best thing you can do as a leader to remove this barnacle is to act with integrity in all circumstances. Not every decision you make will be a popular one, but as long as you consistently live your values you will earn the respect and trust of your colleagues.

7. Lack of Self-Care — Imagine your leadership capacity as a large pitcher of water. The water represents your time, energy, and abilities as a leader to influence others. If all you do is pour yourself into others, without periodically refilling your own reserves, you’ll eventually run dry. To maintain your leadership effectiveness, it’s important to nurture yourself through reading, sharing experiences with other leaders, and having mentors or coaches who stretch you and cause you to grow in your own leadership journey.

The buildup of these different leadership barnacles is inevitable but it doesn’t have to be final. Perform a regular cleansing to remove the barnacles and restore your leadership performance to its full potential.

These 3 Actions Will Make You Everyone’s Favorite Boss

I remember the rude awakening my oldest son received when he moved into a management position with a national pizza chain. He learned what it was like to carry a greater level of responsibility, deal with unreliable employees, and train new team members. One morning he walked into the kitchen, bleary eyed from lack of sleep, and vented to me about having to pull the closing shift the previous night for another store whose manager quit on the spot. To top it off, he had to turn around that same morning to open up his own store. Welcome to management, kid.

Being a good manager isn’t easy. It can seem like a million things compete for your attention and some days it feels as though you aren’t up for the task. Don’t worry, we all feel that way sometimes. The good news is there are some easy, straight-forward ways to become the manager that everyone loves.

Show Empathy — People love to work for managers who value and appreciate them as individuals, and not just as faceless workers showing up to do a job. Being empathetic means putting yourself in other people’s shoes and looking at life from their vantage point. You do this by asking open-ended questions about how they’re feeling and listening to their responses (yes, that means you actually have to have a conversation). You can also demonstrate empathy by being understanding when your employees experience difficult circumstances. Whether it’s taking time off work to deal with a sick child or elderly parent, or just listening to them vent a little bit about their rough day at work, people appreciate their boss responding with an attitude of “how can I help?” rather than “keep your personal problems at home.” You can be the most knowledgeable, technically proficient boss in the world, but if you don’t give your people a little bit of your heart they won’t you give you theirs.

Have Their Back — Great managers assume best intentions about their team members. They operate on the assumption that everyone is trying their best and no one is intentionally trying to make a mistake. If a mistake happens, use the occasion as a learning opportunity to help your team member grow. Don’t play the blame game or throw your team member under the bus for goofing up. Another way to have the back of your employees is to advocate for their needs. Being a manager means sometimes having to defend your people from unreasonable expectations or demands from other people or parts of the organization. It’s a challenge to strike the right balance between protecting your people and advocating for their needs versus doing what’s best for the organization, even if it has a negative impact on your team. But your people will love you and be supportive of your leadership if they consistently see you stick up for them when appropriate.

Make Work Fun — We spend too much of our lives at work to have it be drudgery or uninspiring. Managers can be tremendously influential in making work a little bit more fun and it doesn’t take much planning or effort to pull it off. You’d be amazed at how much mileage you can get from doing simple things like calling an afternoon break and serving popsicles, letting people go home from work 30 minutes early on a Friday afternoon, having a potluck lunch, or creating fun awards or rituals for your team. A few managers on my team recently created a humorous award involving the recipient wearing a unicorn-themed ski cap. Unicorns are an inside joke for the team and wearing the cap is slightly embarrassing, but everyone secretly wants to win the award because it’s positive recognition of their work. Managers who make the workplace a fun and rewarding place to be will develop loyal and hard-working team members.

Management is a tough gig but you can make it easier by following a few commonsense principles. Developing empathy in your relationships, standing up for your people when needed, and making work fun will put you on track toward becoming everyone’s favorite boss.

2 Key Steps Self Leaders Take In Moving From College To Career

Since graduation, I’m finding post-college life to be a bit lonely … a bit scary too. After walking across the big stage and grabbing my degree in early June, I returned, jobless, to my home in San Diego to seek a meaningful career. Graduation was the last big “milestone,” the last item to check off my pre-adulthood list. Now I’ve been turned loose to blaze my own path, and I’m finding the job market to be ruthless and the competition fierce. After so many dead ends and rejected applications, it’s quite easy to feel lost or discouraged.    

In transitional times like these, when bosses, teachers, and other sources of mentorship are in short supply, younger people should consider looking inward — they should consider self leadership. Self leadership is when an individual takes it upon themselves to find the motivation, knowledge, skills, and help they need to thrive personally and professionally. To do that, a self leader must be proactive. They must strive to create change instead of responding to it.

I want to talk about proactivity in two contexts: its presence in one’s personal life, and its importance for those who are reluctant to seek help. I’ve struggled in both areas, but I’ve learned and grown because of it. I’d like to share my experiences with you here.

A semblance of structure goes a long way.

When I was in school, I always had responsibilities to attend to, like class or one of my two campus jobs. They kept me productive and gave me a little bit of predictability. Once I graduated and went back home, I had no class. I had no campus jobs. There was no particular reason to wake up early in the morning; I was free to do anything, free to allocate my time however I chose. It seemed nice on the surface, but I could see the long-term danger it presented.

Settling into a routine is often looked down upon because it precedes one’s fall into the ever-treacherous “rut.” But living without anything to define your day can erode your motivation, opportunities, and potential. Preventing this erosion doesn’t require a militaristic regimen, though. You just have to be proactive and set some sort of structure. In the month since I’ve graduated, I’ve made an effort to get up each morning before 9:00 a.m. and workout (usually an hour spent lifting weights, doing some cardio, or working on my jump shot). Physical activity clears the mind of morning blurriness. It relieves stress and leaves you ready to learn.

After exercise and following breakfast, I’ll put aside five or so hours to do something productive: job apps, LinkedIn/resume updates, or writing articles like this one. It is often painfully boring, specifically the career-related stuff. You can only change up resumes so many times, and bragging about yourself in each iteration of a cover letter can make you feel phony. But when I envision the future I want — good money, fulfillment through my craft, health — I realize five hours a day isn’t the worst thing in the world. I commit myself to those five hours as if it were my career.    

Self leaders don’t sit in front of the TV all day. They are proactive about doing what is required to succeed, and success often requires things that are boring, tedious, or difficult. It’s up to the self leader to push themselves through the gauntlet. Value must be found in positive visions of the future and in the work that forms that future.     

Asking for help is not admitting failure.

Sometimes, success means soliciting assistance, feedback, and support from others. This can be difficult for those who take particular pride in their perceived talents. I was (and to a certain extent, still am) one of those people. Asking others for help seemed like a desperate act to me. I mean, if I was really worth my salt as a writer, editor, or “young professional,” I could do it all alone. Survival of the fittest, right? Getting a job, getting my work published, improving my craft … that was all on me, and I didn’t think there was much else others could provide. I was confident in my ability to learn, adapt, and improve, and that was good from a self leadership standpoint. But this overconfidence also blinded me to the fact that I’m not all that — not the best writer, not the smartest, not the most qualified … and not the most mature either. I thought others would hold me back, but they were actually what would propel me forward.

This realization came at a time of creative frustration. Graduation was near and I was exhausted. Barren of ideas and of any confidence in my ability, I questioned — for the millionth time — whether I had it in me to do any of this. Instead of wondering, I sought advice and feedback from friends. For the first time, I invited others into my editorial process. I gave them rough drafts of what I was working on, and they returned them with comments that were at times harsh. That hurt (a lot), but it humbled me and revealed errors in my work that I wouldn’t and couldn’t have noticed before.

The job search functions in a similar way. I’ve learned that established professionals are willing to help if you ask, but you have to ask. Very rarely will recruiters or higher-ups come to you out of the blue. Getting help doesn’t mean you’re talentless. It isn’t a last resort. It shows that you value progress, and it shows that you’re adept at diagnosing and addressing your weaknesses. Making it on your own without help is admirable if you were forced into that situation, but it’s neither admirable nor noble to purposefully limit yourself. That’s the antithesis of self leadership: self sabotage.

Young or old, what role does proactivity play in your life? Are you doing something to work toward that future you want? It’s good to go with the flow when you can, but some things require a more active approach. Feel free to leave a comment with your thoughts, ideas, or feedback.

About Zach Morgan

Zach Morgan is a writer, editor, and recent grad living in San Diego, CA. He’s looking to use his talents to make an awesome company even better.

10 Signs You’re Suffering From Rear-view Mirror Leadership

rear-view-mirrorI was high on endorphins yesterday morning after I completed my usual Saturday bike ride. I had retreated to the San Diego coast to escape the heat of where I live inland, and I was feeling great after knocking off a crisp 40-mile ride.

As I drove home, the freeway transitioned into a city road and I eased up behind a gentleman in a black Mercedes. He immediately slowed down significantly below the speed limit in a not so subtle attempt to tell me he didn’t want me following too close behind. I slowed down, all the while observing him eyeballing me through his rear-view mirror. Still not satisfied with the distance between our cars, he continued to pump his brakes and slowed down even more, to the point of holding up traffic several cars deep. Continuing to drive significantly below the speed limit, the grumpy Mercedes driver kept his attention focused on the rear-view mirror instead of watching the road up ahead. I switched lanes to pass Mr. Grumpy Pants and watched him as I drove by. He never took his eyes off the rear-view mirror as he proceeded to do the same thing to the next driver who moved up behind him.

The grumpy Mercedes driver got me thinking about how easy it is to lead by looking through the rear-view mirror instead of the front windshield. What I mean by that is we can get so focused on what’s happened behind us that we forget to look forward to the opportunities ahead of us. Here are 10 signs you may be suffering from rear-view mirror leadership:

1. Your natural response to change is “That’s not how we do it around here.” Change brings out interesting behaviors in people. I’ve found most people don’t mind change as long as it’s their idea, they’re in control of it, and it benefits them in some way. But most of the time, though, change is thrust upon us in one way or another and we have to deal with it. Rear-view mirror leaders usually fixate on what they’re going to lose as a result of a change and they expend all their effort in trying to prevent or minimize the impact. Forward-looking leaders search for the opportunities of growth and improvement that will result from change. It’s our choice as to how we respond.

2. Things are never as good as “back in the day.” I’m a nostalgic person by nature and am susceptible to this attitude or line of thinking. However, I’ve learned by experience that the past is a fun place to visit but it’s a bad place to live. Nothing new ever happens in the past. There’s no growth, improvement, or change. Our jobs, organizations, and industries are not the same as they were 20 years ago. We have to stay relevant with the times, personally and organizationally, or risk becoming relics of the past.

3. You’re pessimistic about the future. Sometimes it’s hard to be optimistic about the future, especially in today’s day and age. If your outlook on the future is dependent upon the performance of the stock market or the headline news, then you’re in trouble. The best leaders are dealers of hope. They maintain an optimistic view of the future, keeping focused on their purpose and core values, and putting forth a vision that encourages and energizes their team.

4. You’re focused on maintaining status quo. I’m not one to make a big stink about the difference between leadership and management. Leaders have to manage and managers have to lead. But there is one key difference that I think is worth noting—leaders initiate change whereas managers focus on maintaining or improving the status quo. Status quo leadership is often about looking in the rear-view mirror, making sure everything occurred exactly as planned. Forward-looking leadership involves surveying the open road and charting a course to move the team to its next destination. There will be occasional wrong turns, rerouting the course, and asking for directions. It will get messy and chaotic at times. But it will never be status quo.

5. You micromanage. Micro-managers tend to not trust people. Since trust involves risk, micro-managers default to using controlling behaviors to minimize their dependency on others. They want to maintain power so they hoard information, don’t involve others, and make all decisions of any consequence. Micro-managers tend to believe they know what’s best and will act in ways to keep themselves in the center of any conversation, meeting, or activities in order to exert their influence.

6. You spend more time assigning blame and making excuses than focusing on what you can control. Rear-view leaders are consumed with what others are doing or not doing, and almost always believe their lack of success is a result of factors outside their control. “If only Marketing would have provided us with the right kind of collateral that appealed to our clients…,” or “If Operations hadn’t delayed in getting that order into production…,” and “Customer Service does a horrible job at client retention…” are the kinds of blaming statements or excuses you often hear from rear-view leaders. Proactive leaders understand there will always be factors outside their control, so they spend their energy focusing on what they can influence and trust their colleagues to do the same.

7. You wait for someone to tell you what to do instead of taking the initiative. Failure to take initiative is a symptom of rear-view mirror leadership. Because rear-view mirror leaders are focused on the past, what others are doing or not doing, or focused on maintaining the status-quo, they are often caught watching from the sidelines when they should be actively involved in the game. Do you find yourself surprised by decisions that get made? Find yourself out of the information loop about what’s happening around you? If so, you might be sitting around waiting for someone to tell you what to do instead of taking the initiative. Find a need, meet a need. See a problem, fix a problem. That’s what forward-thinking leaders do.

8. You have a graveyard of relationships that are “dead to you.” It’s easy to run over people when you’re not looking where you’re going. Precisely because they’ve been leading by looking in the rear-view mirror, these kinds of leaders have often neglected to invest in relationships across the organization. They have “written off” people for one reason or another, usually in an attempt to exert power and influence to preserve their position and authority.

9. A lack of possibility thinking. If your first response to new ideas is to find all the ways it won’t work, you’re a rear-view mirror leader. Critical thinking and risk mitigation is necessary when considering a new concept, but if the ideas that come your way never make it past the initial sniff test, then you may be shutting yourself off to new possibilities. Instead of shooting holes in the ideas your team brings to you, try responding with this question: “How could we make this work?” You may be surprised at how much energy and passion it unleashes in your team.

10. You have an “us vs. them” mentality. Do you say “we” or “they” when referring to your organization and its leadership? Whether it’s done consciously or subconsciously, rear-view mirror leaders tend to disassociate themselves from the decisions and actions of their fellow leaders. Being a leader, particularly a senior or high-level one, means you represent the entire organization, not just your particular team. You should own the decisions and strategies of your organization by phrasing statements like “We have decided…” rather than “They have decided…” because it shows your team that you are personally invested and committed to your organization’s plans.

The grumpy Mercedes driver couldn’t see he had a wide-open road ahead of him to enjoy because he was too focused on what others were doing behind him. Don’t make the same mistake as a leader. If any of these ten signs ring true, you may be spending more time leading by looking through the rear-view mirror instead of the front windshield.

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