Category Archives: Manage to Lead

Managed to Lead posts are organized into the categories below and are about what can be managed in order to be a better leader. There is a category for each of seven actions motivated by seven simple truths about leaders and organizations which, if followed, can help you change the world.

Six P’s to peak meeting performance.

Transform the way you participate in board sessions, executive reviews, operating meetings, design and code walkthroughs, All Hands meetings, interviews, and more! Adopt the **Six Ps** for enhanced individual and group performance.Formula for Success - Intelliven

Prepare

Read materials sent in advance with enough lead-time to reflect on their content. If you are the meeting owner, make it easy for attendees to prepare, and for you and your team to step-back and develop perspective, by distributing background materials at least two days ahead.

Show uP

Attend! You cannot contribute if you do not attend both physically (even if electronically) and mentally. The most common reason meetings under-perform is that key participants, usually the most senior, are called away at the last minute to attend to urgent matters. There is no better formula for increasing the odds that the matter covered in the meeting they missed will someday cause its own urgency instead of smoothly performing to its highest potential.

Remember that all meetings start before they begin and end well after they are over. Those that come late and leave early may successfully convey how busy and important they are but at the high cost of missing more than they realize in terms of what they get, and what they could give, in order to ensure the best possible results.

Pay Attention

When someone talks: listen.  Stay in-the-moment and concentrate to understand fully what is said. Do not allow your mind to wander, check for messages, or go on mute to simultaneously take another call or address other matters on the side.

Once a key thought or two have passed you by, it can be difficult to get back into the flow of what is being said. The more senior you are, the higher the stakes are to paying attention. Doing so ensures you will not waste the group’s time catching you up on what has already been covered when you re-engage and it is the only way to ensure that important opportunities to provide input and guidance are not missed.

To concentrate, it helps to write-down the exact words being said as they are spoken. Do not generalize, paraphrase, or add value; just write what you hear to stay focused. Another method is to play-back silently in your mind words spoken as they are heard. The objective is to hear and understand only what is said.

If what you hear does not make sense or otherwise leaves you with a question, check with the speaker to be sure you heard correctly. Chances are that if it helps you to check it out, it will help others as well. It also encourages the speaker to know they are being heard and listened to carefully.

Clarifying questions generally increase the odds that the group will reach a higher level of insight and understanding before offering recommendations, conclusions, or moving on to another point.

Think Powerfully

Give serious consideration to advance material, what is shared in the meeting, and what is said. Internalize, organize, and consolidate what you take in and compare with your own store of knowledge and prior experience to reach levels of insight and understanding that might help push the group’s work forward.

Develop a Point-of-View (PoV)

Push to go beyond taking in information and analyzing it in order to have a Point-of-View on the matter under discussion. If  you need more information, ask for it. On the other hand, do not  lock-in to a point-of-view too soon.  

Be sure to listen to all sides, ask clarifying  questions, think powerfully (i.e., critically), and then develop a Point-of-View. Both developing a PoV too soon and not developing a PoV at all, may signal laziness, lack of self-confidence, lesser ability (and that you may not belong in the meeting), and contribute to your own, and the group’s, under-performing.

Participate

Don’t just sit there … say something! That said, it is not a good use of the group’s time for you to think out loud or to speak just to hear yourself talk. Speak once you have paid attention, asked good clarifying questions, thought powerfully, and developed a Point-of-View worth sharing. Before speaking, edit what you plan to say in order to speak efficiently and not take too much air-time.

There is a lot going on inside the head of every participant at every meeting. No one gets all this right every meeting but it helps to have a plan and a method to consciously follow. Helicopter-up from time to time to reflect on how things are going. If you are not engaged and participating then why are you there at all?  

If you wonder how it is that someone like you could be in a position to contribute in such a forum, remember that the meeting organizer asked you to attend because they wanted your input and participation. Give yourself permission to be present and to participate fully. Try it, notice how it feels to participate, learn from the experience, and know that you will get better and find it easier and easier with practice.

Finally, push yourself to share what you have to say in the meeting and do not wait to whisper thoughts to one or two other attendees with whom you are most comfortable after the meeting ends and when it is too late for the group to benefit from what you have to share.

Conclusion: Make Every Meeting Count

Embrace these principles and notice the difference in your participation and the meeting’s outcome. Remember, your input is valued, so give yourself permission to be fully present and engaged.

Share your experiences and tips in the comments below!

See Also

Meeting Ground Rules

Meeting Records

MtL Workshops: A Proven Way to Accelerate Your Team’s Leadership Skills, Alignment, and Growth

Are you looking for a way to help your team reach its full potential? If so, you may be interested in IntelliVen Manage to Lead (MtL) Workshops. MtL half-day Workshops help leaders develop the skills and knowledge they need to architect, build, govern, and change their organizations.

MtL Workshops are based on a proven system of tools and methods that have been used by hundreds of leaders across industries, business models, maturity stages, and capital structures around the world. The system helps leaders:

  • Clarify their organization’s purpose and strategy.
  • Be the leaders they need to be.
  • Identify and develop core DO, SELL, and GROW processes.

MtL Workshops are led by experienced operating executives who help you and your team apply the system’s tools and methods to your specific situation. The workshops are interactive and engaging, and provide a safe space for leaders to learn and grow.

If you’re ready to take your team to the next level, contact IntelliVen today to learn more about MtL Workshops.

Here are some specific benefits that IntelliVen MtL Workshops can offer your team:

  • Increased alignment and focus: MtL Workshops help teams discover disconnects and align their team through collaboration. This leads to increased alignment and focus, which boosts performance and growth.
  • Improved leadership skills: MtL Workshops provide leaders with the tools and knowledge they need to be the leaders they need and want to be. This includes skills in communication, behavior, and decision-making.
  • Accelerated growth: MtL Workshops help teams identify and overcome process challenges that hold back performance and growth. This leads directly to increased revenue and profit.

Want to help your team reach its full potential? Contact IntelliVen today for a discovery call to learn more about MtL workshops.

All workshops are available to peer groups (such as Vistage, Renaissance Executive Forums, and Tiger 21) and for intact leadership teams in organizations of any size, maturity stage, business model, or capital structure around the world:

  • Enterprise Change Framework: Set and align on how things are now for the organization as a whole, why they must change, how things will be once they are changed, and what must be done to affect the intended change.
  • How To Be the Leader You Want and Need to Be: Break through to new ways of thinking about how to be as a leader. Includes role-plays that help participants learn to decide how to behave in high-stakes situations and to attract, collect, and align followers.
  • How To DO-SELL-GROW: Determine which of five common operating models most closely matches that of your organization and draft a DO-SELL-GROW process map for that which currently most constrains performance and growth.
  • How to Know How Well You are Doing: Determine which business model (product, service, channel, operation, or exchange) do company operations most align, what do you watch to know how well you are doing compared to past performance, planned performance, and peer performance.

Contact IntelliVen to arrange a time to learn more about how IntelliVen MtL Workshops can help you and your team.

See Also: IntelliVen Offsites

From Vision to Action! How to Align Your Team and Execute Your Plan

In today’s rapidly evolving landscape, having a clear and well-defined strategy to win the game you are playing is critical. It’s the roadmap that guides your organization towards its goals and ensures that every action and decision aligns with your vision.

However, crafting and implementing an effective strategy can be a complex and daunting task. This is where the IntelliVen Strategy and Planning Offsite comes into play.

Why the Strategy and Planning Offsite with IntelliVen?

If you’re at the helm of an organization, you understand the importance of strategic planning. You also know that it’s not enough to simply have a strategy; strategy needs to be translated into a practical operating plan that guides your team’s actions throughout the year. The IntelliVen Strategy and Planning Offsite helps leaders like you bridge the gap between strategy development and successful execution. 

The Strategy and Planning Offsite empowers you and your executive team with:

  • Clarity: Achieve a clear and common understanding of your organization’s current state, the case for change, and your target next state.
  • Strategic Initiatives: Identify strategic initiatives that will propel your organization from its current state to where you aspire to be next and prioritize actions that will close the gap based on their impact and feasibility, culminating in a roadmap for implementation.
  • Resource Allocation: Determine roles, responsibilities, and resource requirements for your most important initiatives. This includes allocating the staff, time, money, and other resources needed to make them a reality.
  • Financial Alignment: Align your financial and operational plans with your strategic initiatives. This ensures that your strategic initaitives are not side-jobs to be done as time permits but, instead, are woven into the mainstream of day-to-day activities.
  • Effective Communication: Develop a clear communication strategy to convey your vision and plan to all stakeholders, including your board, investors, employees, and partners.

The Outcomes

Working with IntelliVen Senior Oprating Partners, leaders will achieve key outcomes from their Strategy and Planning Offsite:

  • Alignment:  Participants agree on your current state, case for change, target state, and the necessary actions for each strategic initiative.
  • Implementation Readiness: Lay the groundwork for the successful implementation of strategic initiatives, and establish a governance process understood and agreed upon by all participants. 
  • Team Cohesion: Participants leave the offsite with a deeper understanding of each other and a stronger commitment to the organization’s mission and leadership.

Get Started with IntelliVen

If you’re ready to take your organization  to the next level, it’s time to consider the IntelliVen Strategy and Planning OffsiteContact us to learn more about how our team can help you identify and reach your strategic goals for the long-term.

Invest in your organization’s long-term future with the IntelliVen Strategy and Planning Offsite.
Contact us now!

How AI Chatbots Can Boost Your Content Creation

AI chatbots such as ChatGPT and Bard can help you create better content faster and more easily by providing relevant feedback, reasoning and resources. This post shares tips and considerations for using AI chatbots to develop content gleaned from experience during a recent IntelliVen content and community development project for a San Francisco-based, fast-growing startup Augmented Reality (AR) accessory company.

Value of Using AI Chatbots for Content Creation

  • Accelerated learning: The chatbots offered helpful tips to improve content for marketing emails, including high-level as well as specific suggestions pertinent to the project. For example, when asked how to optimize messages to first-time consumers to stimulate engagement, the chatbot provided input on how to personalize emails, welcome new consumers, and share educational materials that pushed my thinking in helpful ways..
  • Draft reviews: While using AI for first-draft creation is common, I prefer to create first drafts of my content and then invite the chatbots to review and provide suggestions for its improvement, which I consider in the context of my goals. The result is a work product that is authentic to my voice and intention yet benefits from AI suggestions for improvement that I can ignore, take as is, or modify to use as I feel appropriate.
  • Shared logic: Some chatbots shared not just replies to my prompts, but also the logic behind their reply. Understanding how the chatbot comes up with its response makes it easier to discern whether the feedback is applicable for my use case.
  • Shared sources: When asked, the chatbots sometimes share links that point me to source material, which enables me to learn more about a specific topic on which I am not already expert from the source page which allows me to confirm its reliability.

Considerations for Using AI Chatbots for Content Creation

  • Maintain focus: You need to maintain focus on your goals and ownership of your content throughout the process. Sometimes, the chatbot may over-index edits on one area of potential improvement or provide language that doesn’t align with the brand. It is important to never take the content provided at face value, and to maintain a critical eye throughout. Remember, in the end it is YOUR work, not that of the chatbot.
  • Keep privacy in mind: It is a good idea to keep privacy in mind when using AI chatbots. Because we large language learning models may integrate prompt content into their learning, it can be important to de-identify anything that could be sensitive or abused. I would like to find a chatbot service that confirms it does not send prompts back to the learning model so that it can be readily used when confidentiality is important.

Conclusion

AI chatbots are powerful tools that can boost your content creation by offering valuable assistance and insights. They can help accelerate learning, review drafts, share sources, and share logic.

However, you also need to maintain focus on your goals and keep privacy in mind when using them.

Happy writing!

Breanna DiGiammarino

See also by Breanna: 4 Steps to Engaging Communities to Build Better Products

Optimizing Your Board of Directors: A Guide for Fast-Growing Private Companies

Growing private companies often encounter challenges in establishing an effective board of directors. Typically, boards comprise well-meaning individuals who meet periodically, usually for a few hours up to a couple of days. However, these meetings frequently become sessions to celebrate company successes rather than critically examining company performance against its board-approved plans and strategic initiatives for the year.

For these companies, it’s vital to have a diverse board, including external directors who offer unbiased insights and prevent family / founder / owner dominance. Establishing clear governance policies and procedures is essential, as they define the roles and responsibilities of each board member. Moreover, regular board meetings focused on progress towards strategic goals, rather than on operating details, are crucial.

This post outlines best practices for efficient private company board meetings, ensuring that your time together is well-spent. We also provide a template for an effective board meeting agenda.

The Board Agenda – Your Roadmap to Efficiency

Preparation is Key

  • The board chair should distribute a draft agenda 4-5 days before the meeting, soliciting upgrades and additional topics.
  • Agendas must be clear, concise, and focused on performance metrics, strategic goals, and pressing issues.

Best Practices for Productive Meetings

  • Limit meetings to three hours to maintain focus and energy.
  • Introduce new items for information only, with decisions deferred to subsequent meetings after thoughtful review.
  • Distribute materials a day or two in advance, allowing members to come prepared.
  • Allocate time for informal interaction before and after the meeting to foster trust and collaboration.
  • Record and distribute key action items, decisions, and insights promptly after the meeting.

Agenda Template

  • 10-min: Administrative matters (e.g., by-law updates, approve minutes from prior meeting, etc.)
  • 15-min: CEO’s overview of the business state
  • 20-min: Financial performance review of actual results vs. plan and projections
  • 20–40-min/ea: Updates and discussion of strategic initiatives (up to three) and / or committee (e.g., compensation committee, governance committee, audit committee) reports
  • 10-20-min: New or walk-on items
  • 5-20-min: Future meeting topics
  • 5-min: Adjournment and reminders of meeting Action Items, Decisions, and Insights

This template is flexible and can be adjusted to fit the unique needs of your board.

Conclusion

Setting up and managing an efficient board for fast-growing private companies is both challenging and rewarding. By adopting these best practices and using a structured agenda, boards can offer valuable guidance and oversight, enhancing their collaboration with the management team.

See Also

Click the figure above for a summary of Accountability Board Support Characteristics

 About The Author

David Halwig, IntelliVen Co-Founder and President of Mid-Atlantic Region, provides strategic management consulting and advisory services to leaders whose organizations are at critical inflection points. David helps improve governance, leader development, strategic planning, and risk management. He also has substantial experience with merger and acquisition strategies, valuation, and transition approaches.  

Connect with David on LinkedIn