How to cope when everything goes wrong

You sleep through your alarm the day of a big client meeting and then get stuck in traffic. You’re late, there’s absolutely no way to change it, and you can feel the tension as you walk in the room. As awful as all of that is, you’re desperately hoping no one notices your shirt is missing a button and your socks don’t match.

Just as you hit print on a report due shortly, the computer freezes. The clock is ticking and you can’t even get the mouse to move on the screen let alone get this document to the printer. And did you save that brilliant conclusion paragraph, or are you going to lose it all and have to start over?

Out of the blue you get a frantic text from a colleague and realize you’ve missed a crucial conference call. Somehow accepting the invite by email didn’t show up in your calendar.

You’re waiting for a direct report to deliver some numbers to you when you get a call that she’s been hit with a terrible flu. Now what?!

Can’t you just feel your shoulders tense, your stomach sicken, and pressure build in your head?

Let’s face it: Some days, one thing can be enough to knock your day sideways. Add a few horrible mistakes, a reprimand from a superior, or some spectacular typo into the mix and you can be left feeling like nothing is going your way.

Accept the reality

It happens. Sometimes the unexpected throws a wrench into the best-laid plans and other times, despite our best efforts, we miss the mark or make a mistake. What on an ordinary day might be a hassle can be intensely more challenging if we’re faced with a series of stressors.

As upsetting as it is, these are times we have to accept the bad and decide what to do about it. Whether we handle setbacks with temper and a defeatist attitude or grace and determination is up to us.

That’s not to say you’re not going to feel frustrated, angry, upset, or despairing. We’re human and we feel emotions. It’s how we cope when things go wrong that is key.

Prevailing wisdom today among psychologists is that there are two choices for how we cope:

In problem-focused coping, you look for solutions. The situation can be fixed, but you have to figure out how to make it better. So if your computer freezes and you can’t print, you can either troubleshoot on your own or call the IT guy for help. If the person you’re relying on for information has gone home sick you might find out if she can email you the file to finish up or perhaps reassign the work to another team member and adjust the deadline.

In emotion-focused coping, you realize and accept the situation is futile. The only thing you can do is try to find a way to feel better about it. For example, if you sleep in and then get stuck in traffic then you know you’re not going to make that morning meeting on time. Or if you relied on technology to put the conference call in your calendar but didn’t double-check, it’s too late now and so the question is how you react to it. Are you able to take a deep breath and make a quick apology before getting to work?

The trick is, for either coping response to work you need to be able to work through your state of alarm to determine how to best respond. When we’re upset, the alarm system is activated and we feel anxious, ill, and overwhelmed. Physically, we could be experiencing things like rapid pulse, a tightening of the chest, upset stomach, perspiration, and fighting back tears. In those situations we sometimes try to fix the situation with problem-focused coping, when all we can do is accept.  Or, we fall into emotion-focused coping when, in fact, there might be other solutions we could find.

De-activating the alarm system

To cope, you have to regulate all these emotions because you can’t respond appropriately when you’re in full-blown panic mode.

You do this by recognizing how you feel: I’m furious, shocked, panicked, or worried. Whatever those feelings are, awareness allows us to manage them so naming them is important.

Once you label a feeling, you can consider the source. So, for example: I’m freaking out right now because I can’t believe my alarm didn’t go off and now I’ve let my team down.

As you move from the emotional response to a rational assessment of the situation, you can actively practice emotional regulation. Taking a deep breath counters that “fight or flight” response by getting enough oxygen to your brain. Consciously slowing your breathing tells your brain and your body to calm down.

When you’re calm, you can think logically and choose whether problem-focused or emotion-focused coping is the right response.


When things go wrong our instinct can be to duck and cover. But once you have a clear idea of the problem and which coping strategy you’re going to use, it’s time to communicate with anyone who might be affected by the situation.

It’s always a good idea to get out in front of the problem. So if we use the example of being late for a big meeting, as soon as you realize it’s impossible for you to make it on time, make some calls (pull over if you’re driving and you don’t have hands-free calling – no need to compound your bad day with a ticket, or worse, an accident!).

Not only is it common courtesy to let someone know you’re running late, it prepares them and might help you relax. Instead of walking into a roomful of people who are annoyed at being kept waiting, you’ve tipped them off. They might still be annoyed, but you’ve owned the situation and given them the chance to grab a cup of coffee or catch up on emails. 

Open communication demonstrates honesty and accountability. I think most of us would rather have some idea that something has gone awry for a team member than discover it later. Involving the appropriate people in the moment gives everyone an opportunity to mitigate the fallout.

Don’t blame

Try not to find someone to blame for what’s gone wrong. Even if someone else played a role in what happened, it’s not helpful to start pointing fingers. It can appear petty and it certainly won’t make people want to work with you if they fear they’ll be blamed for mistakes.

If you’re tempted to find a scapegoat, take time to reflect, get your emotions under control, and consider things rationally. Do you often blame others for your mistakes? Should you take responsibility? What lessons can you learn from this?

Keep your focus on solving the problem instead of blaming anyone (including yourself!). What matters is dealing with what went wrong. When you do this you’ll rise above the challenging situation and demonstrate resilience, which is motivating and much better for morale on your team than playing the blame game.

Keep moving forward

Look at problems as learning opportunities. Everyone makes mistakes — the goal is to avoid making the same ones again!

It’s normal to feel discouraged. Those of us who are perfectionists may struggle disproportionately with small errors, let alone significant failures. Being able to accept that you can’t control everything is hard, but necessary at times.

Try to keep your inner voice a constructive critic; examine the situation and figure out where you could do better next time or how you can salvage the situation if possible.

It’s not easy to stay positive, but your attitude in adversity could do you credit in your career in the long run. Do your best to own your mistake and work through it with as much positivity as you can muster.

Each time you navigate through a difficult situation or setback, you’re building resilience. Reach out to mentors or family and friends for the support you require to stay strong at work. The toughest business leaders don’t usually start out that way because it takes time – and support.

Everything is temporary

Though it feels awful in the midst of turmoil, remind yourself that this, too, shall pass.

One horrible day, week, or situation does not define your career. Focus on the bigger picture and using what you’ve learned from this setback to achieve your goals.

Just like Olympic athletes have to pick themselves up and dust themselves off after a fall, you need to regroup and keep going.

A supportive team is ideal, of course. Always strive to encourage, support, and lift the spirits of your team members and when times are tough for you ideally you’ll encounter support and positivity as well.

It can be helpful to have a plan to help cope with the stress of a workplace challenge, like heading to the gym, taking a yoga class, talking with friends, or volunteering somewhere. Whatever helps you stay calm and makes you feel like you’re accomplishing something will help you keep any setbacks in perspective.

Tough times are inevitable, but they won’t last – especially if you have the right attitude.

This week’s Coach’s Questions are:

When have things gone really wrong for you at work? After reading this blog, how would you assess how you responded in the past to challenges? What might you do differently?

When a lateral career move makes sense

When you think of career success you might think mainly of climbing up the corporate ladder, but don’t rule out moving laterally.

It’s becoming more common these days, particularly in industries hit hard by the economic downturn, to move or pivot sideways. What we’re seeing is that a lateral move isn’t just about survival.

Making a lateral career move can be a very smart decision that will help you achieve more success in the long run or enhance your health and well-being in the present.

Change can be good even if you’re moving over instead of upwards.

Consider the move

In fact, there are certain times that a lateral move can be very advantageous. Let’s consider a few of the most common reasons you may want to look for opportunities to make a lateral move:

You need out of a toxic work environment. It’s exhausting to face working with a peer or a boss who makes your workday miserable, or the stress of a team embroiled in daily drama. Finding another employer who needs your skills and experience or a similar role within your organization in another department could be your ticket out of a negative situation.

Your current job could be downsized. Sometimes we see grim signs that the company may be in trouble and hear rumours of impending layoffs. If you’re worried that you may not have a job in a few months, it may be time to actively search for another opportunity somewhere else that is similar to your role and offers more job security.   

You don’t feel quite ready to climb up the ladder. If you have your eyes set on a career goal, but you know you need to demonstrate some more diverse skills to move up, a lateral move is a great stepping stone. It can give you experience managing direct reports or projects, help you network more, build deeper knowledge in your field, and give you new responsibilities. Finding a new role that gives you a chance to learn more – or a new boss who will be a great mentor – can be very beneficial to your future success. And, it can give you more visibility within the company.

Family circumstances require action. Perhaps your spouse has been transferred, your child needs medical treatment in a different city, you’re taking care of aging parents, or you’re finishing a degree. There are definitely times when our personal lives are so demanding that a lateral move is more sensible than a promotion. A lateral move that offers some challenge (without additional responsibility!) will give you time to grow in your career at your own pace.

You like your job, but want a bit of a change. Some of us reach a point where we’re happy doing what we’re doing and don’t want to move up the corporate ladder. And that’s okay! In fact, we often work with folks who wish they hadn’t taken that last promotion but rather stayed doing what they loved. In those cases, you may still want to take what you know to a new role for some variety. A new team, project, or industry could be invigorating without upsetting your work-life balance.

You want to work on your own terms. Some of us reach a point where we have different priorities. If you’re sick of a long commute or long for a work culture that allows flex time or provides an on-site fitness centre, a lateral move can be life-changing (and readily achievable!). There are many employers who offer benefits that you value, and that you can secure with a lateral move.

Conquer imposter syndrome

Have you ever secretly wondered when everyone is going to realize you don’t actually know what you’re doing? If you’ve ever doubted your abilities despite earning your role and building success as you move along in your career, you may be struggling with what we call imposter syndrome.

If this is you, you’re not alone. There are many extremely bright and capable people who work very hard, but cannot shake the feeling that they’re fooling everyone else that they’re actually competent. This distorted thinking takes over, undermining their confidence and how they perceive their skills and abilities.

One great way to drown out that negative inner monologue is to build comfort and confidence in your career with a lateral move. For someone struggling with imposter syndrome, an upward move is only going to increase the stress and anxiety that this façade will come crashing down.

Instead, find a lateral opportunity that you can embrace and give yourself time to build experience in a role that you enjoy. With more time and demonstrated success, you should be able to drown out that negative inner voice and eventually move up with confidence.

Build skills and broad-based experience

In today’s global economy, narrow and deep experience may not be as beneficial to your career as more broad-based experience.

At one time, we might have seen any move other than upward as stagnant. Not anymore! The right lateral move is truly a development opportunity – so much so that Deloitte even refers to a “career lattice” instead of a career ladder.

As companies are leaner, employees who bring diverse skill sets and a wealth of experience are desirable. How can you demonstrate agility and ability? By succeeding in a lateral role.

Now, it means you’ve still got to focus on your end game. If, for example, you move from one department to another, you’re learning some fundamentals all over again. You’re likely even starting over with contacts and networking with new people. However, as you build on your previous experience and understand a completely new facet of the company or industry, you’re becoming more valuable and marketable.

A smart lateral move won’t stall your career; it can actually improve your career trajectory in time when you seek mentorship, learn all you can, and expand your network while demonstrating a breadth of ability. Use a lateral move to give yourself solid, broad-based experience to leverage into a more senior role.

When timing is a factor

It can be daunting to contemplate making any career move, and sometimes we have to make a move quickly.

If your spouse has been transferred and you’re on the hunt for work in a new city, you may feel the pressure to take the first job offer to make sure you’ve got a paycheque. For anyone who has significant seniority, a lateral move has to be chosen carefully because realistically we don’t have as many moves left as someone very junior.

Here are some things to keep in mind as you weigh your options:

Research your potential new employer. You’ll want to make sure that the company is financially sound and what future opportunities for growth it can offer. Is this job a replacement hire or a newly created role? Do your homework so you’re not blindsided after a move.

Prepare yourself for a culture change. A new department, company, or industry can have very real corporate cultural differences. Having a sense of what’s expected, how they work together, and even how long your new colleagues have been there (thank you, LinkedIn!) can help you ease in.

Ask the important questions. Every career move gives you an opportunity to negotiate, even if it’s for a job with the same title. So even with a lateral move, you can seek advantages like more leadership responsibility, better benefits, and opportunities to get involved in projects or initiatives. Find out about vacation days, personal days, and perks like tuition reimbursement or training incentives.

Don’t assume it will be easy.  Occasionally when folks take a lateral move they assume “I’ve got this” and go into the new role with overconfidence based on their experience at that level. In fact, each role has its own opportunities and challenges. Moving laterally will often be easier than moving up, but the reason it’s so valuable is that you’re still learning all new things. Don’t forget there will still be a learning curve.

Make the most of a lateral move. Do a little research if you’re moving from one industry to another or, for example, from a tech role into a marketing or sales role. Any time you move, it’s possible that the market value of a new role is slightly higher (or, for women, that your former employer didn’t offer equal pay for equal work!). Perhaps you didn’t negotiate your salary for your last position and weren’t paid top scale. It’s worth ensuring you are paid what you’re worth.

Essentially, when you take steps to choose your next career move carefully, a lateral move can be a very good decision for so many reasons. And if you’re hoping to move up the career ladder, it may even get you higher faster in the long run.


This week’s Coach’s Questions are:

How are you feeling in your current role and how is your career progress feeling? In your current role, what of the above blog post resonates and might help you in your career goals? What might stop you from seeking a lateral move?

Is it time to challenge your career comfort zone?

Change can be exciting, but it can also be uncomfortable. Anyone who’s been in an office during a merger or a reorganization knows this first-hand!

Let’s face it: When there is routine, there is usually comfort and a feeling of safety. We know what to expect, and when we can predict how our days will unfold there is typically less stress. There is a rhythm to the work week as long as we hold steady.

Some of us adapt to change more easily than others – and some changes are easier to accept than others but many of us rarely seek those changes.

When was the last time you sought to push yourself outside your comfort zone at work?

It’s human nature to protect ourselves from harm, and taking risks requires courage. Trying something new can be terrifying, but there isn’t usually much gain without risk.

Why it’s important to get out of your career comfort zone

Staying in your comfort zone can be like treading water: It feels very safe and it’s not too demanding, but you’re not moving forward.

In times we do push ourselves to leave that comfort zone, some interesting things can happen. For instance:

Better performance – A bit of alarm can actually boost our performance. At the turn of the last century, psychologists Robert M. Yerkes and John D. Dodson studied the effect of anxiety (versus a state of comfort) had on performance. They noticed slightly higher stress levels – what they called “optimal anxiety” – would improve productivity. Now, I get it – finding that “Goldilocks” sweet-spot is tough. Too much angst is counter-productive and too little only maintains the status quo.

Innovation – Staying in the comfort zone is sticking to a routine – what’s been tested and tried. When you push yourself into changes, the resulting shot of adrenaline can propel you to find new ideas or solutions. You’re more likely to exceed the status quo when you brave feeling uncomfortable to be innovative.

Increased drive – When you push yourself outside your comfort zone you’re going to be acutely aware of meeting a new deadline or achieving a new goal (instead of coasting along doing the same old thing). Finding your way through uncertainty takes focus and drive.

Resilience – We learn from our experiences, so each time you get outside your comfort zone makes the next time easier. Facing that state of “optimal anxiety” takes practice and we grow in confidence with each opportunity. In working with executives and senior leaders all over North America, I’ve come to think that resiliency is one of the top competencies required.

Self-improvement – What we find scary or alarming shifts because our comfort zone expands with each experience. Each challenge offers us a chance to grow our skills and build on our experiences, expanding our potential and maybe even helping us achieve goals beyond our wildest dreams.

When to push yourself outside your career comfort zone

It can be tricky to figure out when you’ve hit your stride at work or whether you’re stagnating on the job. There are a few things that may tip you off that it’s time to get outside your comfort zone.

Here’s what to watch for:

Boredom – Work that feels humdrum and predictable is probably not your best work.

Fear – Sometimes we limit our actions in an attempt to avoid making mistakes.

Procrastination – Avoiding necessary work is often the result of uncertainty, ennui, or feeling scared.

Even when we experience these negative feelings, the idea of trying something new can be daunting and frightening. Staying with the familiar (even if we’re not happy!) can be very comfortable. It’s hard to break old habits.

If you really want to grow and develop in your career, or if you’d just like to feel more excited by your work, it’s time to push yourself outside your comfort zone. We can find the courage to move through fear to achieve something we desire (like new opportunities! Sometimes being uncomfortable puts us on the path to success.

When it’s a good time to stay comfortable

You don’t have to always push yourself outside of that comfort zone. The opposite can be true.

All of us do best when we have time to recharge, and we’re not going to do that when we’re facing anxiety on a regular basis. It’s human nature to find a comfortable state where our anxiety and stress are minimal.

Remember that constant or excessive anxiety is counter-productive; it will drag you down and impede performance.  Think back over the last year and ask yourself if the feelings of stress and alarm have been inordinately high, or if you’ve only been feeling pushed, tested, and occasionally anxious about the unknown.  If anxiety has been continual, now might be a good time to continue building your comfort zone.

We also need time to reflect on what we experience so that we can grow in knowledge and confidence. Linger in the comfort zone as you process experiences, so you’ll figure out your strengths and weaknesses before diving into the next round of growth and change.

How to navigate outside of your comfort zone

Staying in our comfort zone is a choice, whether it’s conscious or unconscious. We stay in our comfort zone when we don’t change anything.

If you want to push yourself outside your comfort zone:

Size doesn’t matter – Changes can be small, and often little changes are easier for us to make.  Every little change can give you a new perspective. It could be eating out instead of bringing your lunch, taking a different route to work, starting a new exercise program, or taking a class to learn a new skill.

Give yourself a new perspective – Seeing the world through a new lens can be very informative. Talking with others, reading, and travel can all expand your horizons.

Dream – When you allow yourself to dream of possibilities, your potential is limitless. Your career is your responsibility and it really helps to have a sense of purpose. Not sure where to start? Try creating a personal vision statement for your career.

Take the time you need – Sometimes you need to go with your gut and make a quick decision, while other times you need to weigh options and clarify things.

Problem-solve – List all the problems and challenges you face and figure out what the barriers are. Listing them can make them feel much more manageable.

Journal – Take time each day (whether it be at the end of the workday, first thing in the morning, or in bed at night) to think and write about what felt challenging in your day and what felt routine.  Write, too, about how you responded to things and to people – did it feel easy or habitual and were you brimming with confidence in most things you do?  Once a week read back over your entries and see what your gut tells you.

Consider a career move – If you’re comfortable where you are, it could be time for a new job that will be challenging and motivating. Choosing your next career move means figuring out where to run to (not to run away from something!).

Coach’s Questions:

What’s your gut telling you? Is it time to push out of your comfort zone or time to stay comfortable?

The coach approach to leadership

We often hear people talk about leadership styles, or perhaps read articles about which is the most effective approach for leaders.

Maybe you’ve seen the results of Daniel Goleman’s study about leadership behaviours for the 2000 Harvard Business Review.

In Leadership That Gets Results, Goleman and his team identified six leadership styles after they studied more than 3,000 mid-level management leaders for three years. These included:

  1. Pacesetting – a self-directed leader who models excellence (“Do as I do”)
  2. Authoritative – a leader who gets a team to work toward a common vision and end goal (“Come with me”)
  3. Affiliative – a leader who nurtures emotional bonds and a sense of belonging (“People come first”)
  4. Coercive – a leader who insists others follow commands (“Do what I tell you”)
  5. Democratic – a leader who builds consensus and gets buy-in (“What do you think?”)
  6. Coaching – a leader who develops leadership skills in others (“What have you tried?”)

Some of us may see this list and immediately think of previous managers who fit into one style or another.

Or perhaps we can see where we ourselves might be.

But are there times when you might opt to use one style and then other times a completely different style?

Arguably, the best leaders don’t have a single style, but rather use different approaches for different situations and with different team members.

For example, in a time of crisis, an authoritative or even a coercive leadership approach may be necessary to keep everyone safe and on track, relying on the expertise of the leader.

In crisis, a democratic leadership is often not effective – whereas, in a different situation, a democratic approach would allow input from everyone and might help to gain clarity and get buy-in for a particular plan of action.

Coaching is another tool for leaders to use.

Some folks I talk to think coaching sounds daunting and that it requires a regimented technique and so they’re afraid to try. This is where I would quickly differentiate executive coaching and using a coach approach with your staff.

Executive coaching definitely requires deep knowledge, intensive education, and practise.  But, some of the techniques used by executive coaches can, quite easily, be learned and used by any leader wanting to bring out the best in their staff.

What is the coach approach?

To start using a coach approach, you don’t need to do a lot of preparation or undertake extensive education. In fact, just learning a few techniques and sticking to them will bring measurable benefits.

To start using a coach approach, keep a couple basic ideas in mind: Shift from solving problems to asking questions, be curious about everything you can possibly be curious about.  

We’ve outlined some techniques for you below.

How can it help you be a better leader

Using a coach approach will help your team in various ways and having a highly functioning team will reflect well on your leadership.

When a leader uses a coach approach, what we often see among the team members is:

Innovation thinking outside the box and coming up with new ideas by asking questions and exploring new approaches.

Self-reliance finding ways to solve their own challenges rather than trying one fixed way or continually asking for guidance (coaching helps someone struggling figure out the roadblock).

Confidence achieving success through their own effort and ability.

Goal setting coaching helps them establish and take action to achieve goals.

Engagement contributing more effectively to the team and the organization.

Taking responsibility by owning the solutions, people have more accountability for their actions and commitments.

That’s not all! A coach approach to leadership also helps improve work relationships and fosters more effective communication; team members often work more easily and productively with others – from the boss to direct reports to peers. And, of course, all of these results translate into greater job satisfaction.

Putting the coach approach in your toolbelt

Now that you know a bit more about what the coach approach is (and isn’t!), and what benefits using it can bring, you might be excited to try it out.

Perhaps you have a motivated team member with a challenge that is ideal for a coach approach.

Before you jump in, it’s good to establish with your team member that you’re going to try a different approach to working through an issue. It’s important that they understand that you’re going to explore a coach approach, which means you won’t tell them what to do or how to do something (at least not right away!), but rather you’ll help them explore things to help them figure out what will be best for them in this situation.

If you dive into the coach approach with no warning or context, your team member might feel interrogated (because you’re going to be asking a lot of questions and answering very few) or might simply wonder, “what’s going on?”

Plus, you’re going to be learning how to use the coach approach. If you’re still practising, some questions might not come out right the first time. For example, “Why did you do that?” may sound harsh and accusatory. When your approach is understood to be part of a coach approach, it can be interpreted as interested and engaged.

Here are some ways to bring a coach approach to your team members:

Keep quiet

Fight the urge to answer all the questions or give instructions to people. This is not the time to tell your team how to do things! It may mean that you have to appear that you’re not sure what the solution is (even if you do have all the answers!). It means not jumping in to fill the silence, too. You have to allow others to fill the gaps, brainstorm, and ponder.

Facilitate discussion

Open with some clarifying questions, such as, “What would success look like after our conversation on this topic?” Let your team members figure out if they want it solved, if they need fresh ideas, if this is a wise course of action, or even if they just need you to listen while they talk it through, etc.

A coach approach means you’re not in the driver’s seat, but rather helping to guide and navigate while you let them take the wheel.

Don’t ask leading questions

Use open-ended questions that have an unpredictable answer (instead of a yes or no question that leads to specific answers). For example, an open-ended question would be: “What can you tell me about this situation?” instead of the closed, “Did you do X or Y?” An open-ended question will not guide the discussion, but rather invite discussion and ideas.

Be curious

You may prompt some of the best conversations by being genuinely curious. If you struggle with being curious, try silently starting your questions with, “I’m curious…” Just asking, “I heard you mention ‘X’ – could you tell me more about that?” could help uncover things you wouldn’t otherwise find out or consider.


As you go, check with your team member to determine whether this approach is helping them explore and whether they feel they’re making progress. For example, ask, “What would success look like after our conversation?”

Confirm Commitment

Before you finish the conversation, confirm their commitment. For example, you could ask, “So given everything we’ve talked about, what next steps are you committed to taking?”  Or, clarify what you’ve discussed and then ask about commitment, “So, I think where I’ve heard us get to is X, Y, Z. Is that correct?”  and if so, then, “So how committed are you to this? What’s your timeline for getting this underway? Or accomplishing it?”  If they’re struggling, you might ask, “what would help?” or “what would make it easier to commit to your plan?”

Ask if they need some help with accountability.  That might be, “Would you like me to check in on your progress?” or, “What do you need to help you stay on track with that plan?”

Note that you might then switch out of a coach-approach and be a bit more directive about the timeline the company requires: “We still need to be sure X is done by Tuesday. Can you commit to that?” Once you hear the yes or no, you can then check in on accountability by asking, “Do you need me to help you stay on track?” or “What will you do to keep yourself accountable to that timeline?”

Look for opportunities to use it

Knowing when to use the coach approach takes experience. It can be really effective with high performing team members who could stretch a little more on a project – especially if the work required will benefit from innovative ideas or a fresh approach.

Coaching is one tool in your leadership toolkit  – and it’s best used alongside other tools, like mentoring (sharing your previous experience for folks to draw parallels and lessons) and directing (telling others what to do and/or how to do it).

Other times you’ll find using tools like confrontation (turning difficult conversations into Essential Conversations) and good conflict (building conflict around ideas) are most effective.

A coach approach is a way to help others build on their strengths to achieve success. It works best when leaders are proficient and their team members are motivated to learn and grow professionally.

The Coach’s Questions

What scares you about trying a coach approach? Who could you talk to, to help you feel more confident in trying it?

Which leadership style are you?

Some people we click with, understanding each other with very little effort and working together with ease.

Then there are others who take, well, a bit more work, but sometimes we discover we can get there with some extra care and effort.

If you’ve ever had the feeling that you just can’t get through to someone no matter what you do, then you know how disruptive or even damaging dysfunctional communication can be in the workplace.

How well you are able to direct, delegate work to, motivate, and develop your team members reflects on your ability as a leader.

Team building activities and learning techniques to communicate more effectively can be helpful, but a better understanding of individuals will really improve productivity, teamwork, and communication.

Understanding your personal leadership style is another piece of the puzzle.

We like to bring Everything DiSC® to our clients, a personal assessment tool that’s been used for many, many years, by more than 40 million people (if you’re curious, we’ve given the quirky explanation for the lowercase “i” in “DiSC” below).  

The full version of the tool is based on a series of questions, answered online, and it provides a very detailed report that overviews your behaviour style and helps you adapt to other styles around you.

Don’t panic! There is no “right” or “wrong” type. DiSC doesn’t pass judgement, but rather helps us all understand the differences in how we and others behave.

What’s really valuable is how this DiSC model gives us ways to describe our preferences and motivators and, perhaps even more importantly, gives us strategies that work well for each style (and we touch on common limitations – so you know where you may need to stretch).

We break these strategies for each of the four behaviour styles into:

  • Directing & delegating others;
  • Developing others;
  • Creating a motivating environment, and
  • Managing “up” working with a manager and their behaviour style

The effect of understanding DiSC and using the full online tool can be amazing whether you want to strengthen your leadership, improve how a work team is functioning, or help with sales or other kinds of relationships.

Why it’s helpful

What I really like with the DiSC model is that, unlike other assessments like the Myers-Briggs Indicator, it looks at behaviours with a slightly different lens. Rather than considering our own behaviour type it focuses then on figuring out others’ styles, and helping you adapt to them to build stronger, successful relationships (whether that be relationships with clients and prospective clients through the DiSC Sales tool, or with your staff and your boss through DiSC Management, or even to help everyone on your team interact better with everyone else on the team through DiSC Workplace).

This is an important distinction because how we behave is observed by those around us. And what do we observe? How those around us behave. Not only does DiSC gives us a way to classify and name behaviours (our own and what we see in others), it helps us to learn the motivations behind them so we can make relationships stronger.

It helps in two ways:

The DiSC lens helps with self-awareness so you can understand yourself better. You’ll learn:

  • How you respond to conflict
  • What motivates you
  • What causes you stress
  • How you solve problems
  • How to be a more effective leader

It is also a tool you can use to understand your team. You’ll learn:

  • Ways to facilitate better teamwork
  • What will motivate or stress team members
  • How to minimize team conflict
  • What team members consider priorities
  • How to manage more effectively

Overview of types

When we offer the Everything DiSC profiles as a tool with our one-to-one coaching clients or at group and team workshops, we explore them quite in-depth.

Here’s an overview of the four DiSC styles so you can get some idea of what you’ll learn:

(D)ominance: This person tends to be more fast-paced and outspoken, questioning and skeptical. Priorities include displaying drive, taking action, challenging themselves and others. While motivated by power and authority, competition, winning, and success, this person fears loss of control, being taken advantage of, and vulnerability. You’ll notice someone in the “D” style has self-confidence, directness, forcefulness, and is a risk-taker and you may notice their limitations which means they might appear to lack concern for others, be impatient or insensitive.

(i)nfluence: This person tends to also be fast-paced and outspoken, but also accepting and warm. Priorities include providing encouragement, taking action, and fostering collaboration. While motivated by social recognition, group activities, and friendly relationships, this person fears social rejection, disapproval, loss of influence, and being ignored. You’ll notice someone in the “i” style is charming, enthusiastic, sociable, optimistic, and talkative and you may also notice their limitations will include impulsiveness, disorganization, and lack of follow-through.

(S)teadiness: This person tends to be more cautious and reflective while also accepting and warm. Priorities include giving support, achieving reliability, and enjoying collaboration. While motivated by stable environments, sincere appreciation, cooperation, and opportunities to help, this person tends to fear loss of stability and harmony, change, and offending others. You’ll notice someone in the “S” style is patient, humble, approaches things calmly and is a good listener and team player. Limitations may include being overly accommodating and indecisive and having a tendency to avoid change.

(C)onscientiousness: This person tends to be more cautious and reflective, questioning and skeptical. Priorities include ensuring objectivity and reliability and challenging assumptions.  While motivated by opportunities to use expertise or gain knowledge and paying attention to quality and detail, this person fears criticism, slipshod methods, and being wrong. You’ll notice someone in the “C” style is precise, analytic, skeptical, reserved, and quiet. Their limitations may include being overly critical, with a tendency to overanalyze and self-isolate.

Learning strategies for working with all styles can improve productivity, teamwork, and communication and boost your overall leadership success.

It’s important not to use DiSC and other tools to “pigeon-hole” people, and assume the description of their type captures their complex selves.  And, it’s important not to try to hide behind your DiSC type, explaining away your limitations without any effort to improve.

We offer these Everything DiSC Profiles as stand-alone tools or workshops tailored to strategic leadership, managing people, teamwork, sales, and fundraising AND we’ve included for you today a complimentary “cheat sheet” to help you figure out some of the folks around you. It won’t give you the incredibly accurate understanding we get with the online assessments, but it will give you a starting point to improve relationships.


[ DiSC was developed out of the work of William Moulton Marston (Google him also a very interesting guy). There have been many versions of DiSC but the original and best is the version now owned by Wiley Publishing (the version we use). It was copyrighted with a typo in the name DISC was DiSC. Once others started trying to copy it, the lowercase i in the copyrighted name became a differentiator something that helped folks identify the original and best DiSC tool, from all others. And so, still to this day, the original DISC tool is Everything DiSC by Wiley!]

The Ladder of Assumptions

What kind of preparation do you do for important work-related conversations? What kind of thoughts do you have during a crucial dialogue?  What approach do you take when you follow-up on a conversation?

Many of us will brainstorm points we need to cover so we don’t forget.

Maybe if it’s a particularly sensitive topic we’ll carefully craft wording so we don’t say something the wrong way. We might be thinking about steps we can take to communicate effectively.

These are all beneficial techniques.

I want to outline another tool that will help you prepare a little differently.

The Ladder of Assumptions, also called the Ladder of Inference, is a fascinating tool that helps us understand our thinking – so we can better interact – and thus succeed.

Now, just like climbing a ladder in real life, we’re going to start at the bottom and work our way to the top. Each rung is a different point in the process.

The rungs on the ladder of assumptions 

Ladder of Assumptions

Ladder of Assumptions

The first step involves our senses. Inherently we scan our environments and pick up what can be seen and heard. It’s possible we might also notice other sensory information like smell or touch.

We are likely not consciously aware of most of the things we’re observing (this is when people talk about “I just had a feeling about it” or “I had a sixth sense about it…”).


As we subconsciously absorb information about what we experience, our brain moves to the next step and begins taking more notice of certain elements. It’s human nature that we notice some things more than others.


As we process this selected information, we move to the next step and start to apply some meaning to it. The way in which we do this is based on culture, experience, and past beliefs.

It could be influenced by the culture of a community, our own heritage, or the corporate culture. Or, it could be applied from our personal norms and values.


Next, we start making assumptions based on the meaning we’ve ascribed to the information we selected. At this stage, our assumptions are based on our own view of things and applied to others.


After making assumptions we move up the ladder to drawing conclusions about the environment or situation, the world around us.

Depending on the context, this could mean we’re reaching decisions or passing judgments about coworkers, bosses, the team we’re working with on a particular project, or the company.


We adopt beliefs based on conclusions we draw, thinking them to be true (even if there is no empirical evidence!), and these beliefs inform how we think. Our beliefs guide our actions.


We reach the top of the ladder now as we take actions based on our beliefs. What we believe could pertain to our organization, people around us, or even the world.

Takeaways from the ladder

You can probably see how the Ladder of Assumptions could be a good thing. Our ability to use our senses to quickly assess the environment and people around us and use that information to draw conclusions could protect us from harm.

Going with our guts is often wise. However, the Ladder of Assumptions happens all the time and consequently could be less reliable if we’ve misinterpreted first impressions or made false assumptions. Let’s delve into this a bit more.

Subconscious versus conscious

It’s worth noting that the first few steps of the Ladder of Assumptions occur at a subconscious level. We’re not deciding to evaluate what’s around us based on our senses, it just happens viscerally, instinctively.

Think about walking into a crowded presentation room and what you might observe: Your senses might pick up on the bright natural light pouring in through windows, that people are stopped at a registration table to the left-hand side of you, and there’s a song you like playing in the background.

However, what you select out of that barrage of information might be the registration table while you’re not consciously aware of the light and the sound. You might grow in awareness, moving from the subconscious to the conscious. For example, you might catch yourself humming along to music and then notice that it’s one of your favourite songs!

As our mind continues through the next steps of adding meaning, making assumptions, and drawing conclusions, many of us continue moving up the ladder subconsciously.

I want you to think about that: If we’re not really thinking about this, you’re not questioning yourself. Without awareness, there isn’t any guarantee of critical thinking.

What if the data your mind noticed wasn’t the most relevant? What if the meaning you’ve applied isn’t accurate or your assumptions were way off? Now consider the impact of those missteps as you draw conclusions and adopt beliefs that aren’t grounded on facts and evidence.

Kind of alarming, isn’t it? But this is precisely why we study the ladder, so that we can try to improve our awareness. Because we’re running up that ladder all day long.

Reflective loop

A key component about us running up this ladder is that it’s not a one-time, one-way trip. Once we reach the point of making beliefs, those beliefs will then start to guide us whether they’re right or wrong and that guidance will begin to affect what we notice and the meaning we give it. This is called the reflective loop.

For example, you might notice that large trucks on the highway kick up gravel more than other cars. Then next time you’re driving on the highway you might decide to avoid following a large truck and avoid having your windshield chipped or smashed.

But let’s consider beliefs one might adopt about people based on looks, background, gender, or race. It’s entirely possible a belief might cause you to notice something in someone else and confirm the conclusions reached in the past. In this case, what we observe is self-fulfilling pre-conceived notions.

Action loop

As we move up and down the ladder our own actions can have an impact on what’s happening around us. Let’s think about that: The actions we take based on our right or wrong beliefs can affect the world around us. This is what we call the action loop and it, too, happens alarmingly often.

So when we approach the top of the ladder (which can happen in moments, many times a day, in any number of different situations we find ourselves in) and we form beliefs, we take actions sometimes consciously and sometimes not (think about body language that you may not be intending).

What we do is observed by those around us and this could cause them to react because they, too, are picking up on observations, adding their own meaning, making conclusions, etc.

Racism is a more extreme scenario, but it illustrates the action loop quite well. Consider someone who selects certain observations her mind picks up about a given race; she applies meaning, makes assumptions, and draws conclusions, causing her to adopt beliefs about that entire race of people.

Each time she meets someone from this racial group, her mind is more attuned to pick up data that she already thinks fits the stereotypes that she believes, which then confirms her beliefs. This is the reflective loop.

As she rapidly travels up the ladder and back down the reflective loop, she is going to start to act consciously, and not consciously. Perhaps she avoids coworkers from that racial group, who notice. They react, responding differently based on their observations meanings, assumptions, and conclusions based on her and her race.

At the same time, their reactions then give her another opportunity to select more data that reaffirms her initial, ill-informed beliefs.

In the action loop, the actions of one cause responses from others, which generates new actions and generates more data. And, well, you can see how this can spiral out of control in a mind-numbing few moments, sometimes without us even realizing we’re doing it.

So now imagine this in a less troubling situation than racism you and your team members forming beliefs about each other, and acting on them. Or, think about your boss forming beliefs about you, perhaps based on inaccurate assumptions, misguided beliefs, and acting on them.

Walking the ladder in the workplace

Let’s take what we’ve learned about the ladder and apply it to a common workplace scenario.

Imagine that you’re interviewing for a junior analyst position and you’re about to meet a candidate who looks great on paper. He has gone to the best schools, achieved top grades, and has excellent references from peers in your industry where he had internships.

At the observation level, the meeting room is warm and there’s a hum as the HVAC blows warm air. There’s a lingering smell of coffee from an earlier meeting. The candidate walks in, sharply dressed, with expensive shoes and well-coiffed hair and calm, pleasant demeanor. He’s obviously from a certain cultural group. At this point you’re beginning to select certain details and apply meaning.

You reach out to shake hands with the candidate, who averts his gaze. His handshake isn’t just weak, it’s mild. You might be consciously or not consciously thinking someone who averts his gaze has something to hide or low self-esteem and you feel even more uneasy with the limp handshake.

You might assume that someone with such mannerisms can’t be a hotshot analyst or has some hesitation about the work with your company. You might draw conclusions, perhaps that his credentials and references are somehow inflated perhaps you’re biased against this cultural group and you adopt beliefs that he’s benefited from affirmative action hiring in some way.

At this point, you might be feeling less enthusiastic about the interview. You sit down and check your phone for the time. You’re just going to go through the questions from HR and see how he responds.

The reflective loop here finds you always watching people from this cultural group for signs of low enthusiasm based on weak handshakes and an averted gaze. The action loop occurring would be that your attitude shifts after the handshake and checking your phone make this candidate feel like you’ve already decided against him.

He might lose motivation, believing now that he has a slim chance to impress you and his reaction to your actions are thus self-fulfilling.

The problem is that for some cultures, averting the gaze and a gentle handshake is a sign of respect. The impressions and assumptions and conclusions drawn are all ill-informed simply because the signs of respect were misinterpreted.

Now, imagine if you had applied the ladder as you prepared for the interview. If we can focus and become more conscious at a lower level of the ladder, we’ll become more aware well before we’re drawing conclusions and engaged in actions.

The challenge

We’ve given you a lot of heavy information in the blog today, but we have found this exercise to be career changing and even life changing for some of our clients.

As you prepare for a discussion, engage in a conversation, or reflect before you follow-up with someone, try to be mindful of the steps we’ve covered with the Ladder of Assumptions.

Consider questions related to the process like: What were you thinking about X situation when you decided to do Y? What have you previously thought about this person that led you there?

This ladder exercise is one of the most popular in our leadership workshops and it always blows the minds of participants as they realize they’ve made assumptions about staff, peers, and bosses that might have been wrong and how that may have affected their beliefs and their actions.

It’s not unusual to recognize that they were driven to say or do something that was based on their own beliefs or background and how that has likely caused the other person to respond.

Becoming aware of how the action loop has affected their behaviour toward staff or peers or a boss is a common “A-HA” moment in our workshop on Essential Conversations.

We’ve created a worksheet to help you walk through a personal example with the ladder, either a scenario that’s come to mind or a conversation you’re preparing to have.

Print it out as often as you find it useful. Click here  for your worksheet.

How to communicate effectively

The cornerstone of great leadership is effective communication, but it’s not as simple as memorizing a few strategies and putting them into practice.

The trick is that communication isn’t dependent only on you as the communicator.

Connecting with your team, inspiring your direct reports, and really understanding your clients requires a bit of give-and-take.

Remember that effective communication is much more than delivering a soliloquy of Shakespearean quality – effective communication is a dialogue; it flows two ways.

Certainly, there will be times you’re giving a message, but even then you need to ensure that you know and reach your target audience and that they understand what you’re sharing.

Even the most undebatable directive needs to be delivered in a way that the recipient understands it the way you meant it.

Personal relationships can be made or broken based on the success of communication.

The same goes for the workplace, where good communication can translate into thriving teamwork, brilliantly executing strategy, and deftly handling challenges.


“Our work, our relationships, and our lives succeed or fail one conversation at a time. While no single conversation is guaranteed to transform a company, a relationship, or a life any single conversation can. Speak and listen as if this is the most important conversation you will ever have with this person. It could be. Participate as if it matters. It does.”


Oftentimes communication requires intuition, knowing your audience, and being able to listen well. There are verbal and non-verbal cues to watch for, plus times when you have to adapt and manage how you deliver the information. Both verbal and written bring challenges with tone and delivery.

Leaders need to communicate well during good times and bad, as well as sometimes off the cuff. It’s a tough thing to do! Or, at least to do well…

So when there’s no single model of effective communication and circumstances can change, how do we improve?

Let’s review some cornerstones of effective communication.

What is effective communication?

You may remember business class definitions of effective communication something like “when the message sent is easily understood by the recipient.”

That’s true, but there’s so much nuance around effective communication that it’s potentially more valuable to consider what it looks like when people are communicating effectively.

We can see certain outcomes when there is effective communication in an organization:

  • There is clarity and consistency in the message that’s being shared.
  • The information is delivered in such a way that those listening can paraphrase the outcome of the conversation in a similar way.
  • Everyone feels heard and safe to express their thoughts, offer feedback, or seek further clarification.

Another thing we’ll see is that the message aligns with the mission and values of an organization.

A leader who is effectively communicating is giving information, but how they are giving the information is in tune with the situation and has an impact on the recipients. It’s offered with the right tone and style of delivery because non-verbal communication is as important as verbal.

How do you make communication more effective?

Experience helps leaders deal with different situations. As the saying goes, with age comes wisdom – and most leaders will tell you about communication skills they learned the hard way.

Regardless, there are some ideas you can keep with you that will help you avoid some of the missteps. Like most things in life, having the desire to really get better at this, is an important first step.

Leaders who communicate effectively are informed, having cultivated a strong sense of the situation and context for communicating. While they can articulate their thoughts and make sure they are understood, they’re also able to deliver a message that will resonate, build trust, and drive people to action.

That trust assures their team that they want to hear the bad news as much as the good and that they want to be challenged on their ideas and direction.

They know that good communication is built on a foundation of trust and confidence, not only in their skills as a leader, but also their feelings towards their staff.

Good communicators are also exceptionally observant. Pay attention to what’s said, how it’s said, and what’s not said. If you’re able to read a person or the room, you’ll gain a sense of attitudes and concerns of those around you.

As you communicate, watch the reactions you get. Do people understand you? How do you know? With practice, skilled communicators are able to easily change how they communicate to suit the needs of the audience and handle questions.

Try to be clear and direct so there is no confusion about what you’re saying.

Now let’s drill down into more specific ways we can improve communication.

Listen to understand, not to respond

There’s no way around it: To be a good communicator you have to be a good listener. It’s so tempting, especially when you’re busy, to leap ahead to an answer.

And how many of us are guilty of getting distracted so that we’re only half-listening to begin with?

Think about trying to talk with someone who dismisses your concerns or keeps checking phone messages. Now consider a conversation where the other person is listening intently and has made you a priority. Can you think of a time that happened — and how you felt? Seen? Heard? Understood? As a leader, how often do you really listen to others?

By examining what kind of listener you are, you can learn techniques for active listening and practice listening before you speak. This way, anyone coming to you feels heard (which is often what people we ask consider the hallmark of a great boss!).

Effective listening also improves communication flow in the workplace. Even if you don’t agree, being able to understand the other person’s thoughts can help you resolve issues (because you’ll really understand where they’re coming from!).

Be authentic.

There’s a lot of talk about finding authenticity in your personal life, but it’s just as important for anyone in a leadership role. What does it mean to be your authentic self? It means to be comfortable in who you are, transparent about the good and the bad as you strive to be your best. If you’re genuine, it’s perceived as trustworthy.

That means saying, “I was wrong” when you were, or “I’m sorry” when you are. You have to ask for help when times are tough. A fragile ego usually shows up not as fragile, but as defensive, opinionated, blustering, and bullying.

A fragile ego will never build trust and confidence, but inviting and valuing input from your highly skilled team will.

Most of us who have struggled with vulnerability have struggled because we worry we’ll look weak, when in reality, most times, it builds respect and people see you as brave and leading by example.

Cater your communication style

Just turn on the news any day and there’s likely a story about misunderstood messaging. Think of all the times advertising missed the mark, a celebrity misspoke, or a corporate leader or politician is in hot water for saying something that was maybe misconstrued.

Now think of times when you have thought you gave a very clear message that was not received as you expected at work or home.

What factors come into play? Sometimes it’s a disconnect in education or understanding. Other times there’s trouble if we use “loaded” language terms. Sometimes emotions get in the way and no one is listening.

As leaders, we have to adapt our communication styles to suit not only the situation but also the way those around us communicate. What we glean from being observant helps us to cater to the way people receive the message.

For example, you probably wouldn’t use language picked up in your MBA program when you’re talking with front-line workers about service standards, as you might for the executive team, but you also don’t want to talk down to your frontline people.

You need to think about what will resonate for the person you’re speaking with, what will conjure images from their experience? You’re just going to adjust how you share the message so that it’s heard and received well.

Review our five steps to catering your communication style to help you communicate effectively with all types of people.

Leave space for silence

I want to challenge you to try using silence to your advantage. That’s right: Good leaders need to make room for silence.

It’s tempting to keep the conversation going or to jump in with information, but allowing room for silence in conversations and during meetings gives other people time to ponder and then share thoughtful ideas.

Giving space for studious reflection can be as simple as a long pause after asking a question.

I get that some of you might dread an awkward lull, but consider the benefits of the sound of silence. Try these techniques and see how communication, real two-way communication, flourishes.

Don’t shy away from conflict

In a perfect world, effective communication would eliminate arguments and interpersonal confrontations. It can help reduce tensions but the reality is you’re going to still encounter challenging situations and personalities.

Some people confront conflict head-on, some relish it and others avoid it. I’d like to propose you try turning difficult conversations into essential conversations.

When you employ this model for conflict resolution, you can have an essential conversation to gain understanding and come to a resolution. Try it and you may relish the opportunity to uncover concerns and emotions.

In fact, one of our mantras at Padraig is that very successful teams aren’t afraid to build conflict (you read that right – build conflict!). Now by conflict I don’t mean issues between people or infighting. That’s not healthy and needs to be cleared up. The conflict we encourage is conflict around ideas.

What we find is that when teams have trust, they can share ideas freely. They can debate, challenge, and argue to find the best solutions or improvements.

As a good leader, you should sense if there are unspoken disagreements or differing opinions and ask about them. The conversations that arise out of healthy conflict result in valuable discussions.

Click Here for our Essential Conversation Toolkit!


Coach’s Questions

What will you implement today? This week? How will you integrate some of these communications best practices into your daily practice?


How to set performance goals for your team

If you want your team to be successful, the best thing you can do is set aside time to work on some team performance goals. Visit why you need to set your goals for 2018 to refresh the reasons why goal setting works.)

Just as effective personal goals have to be set thoughtfully and thoroughly in line with your personal vision, team performance goals require some thought and should be aligned with company goals.

I’m sure we’ve all heard, “the whole is greater than the sum of its parts,” right? Well, that is especially true when all of the parts are working together toward a common goal. As long as each piece is performing optimally and calibrated to work in harmony with the others, it’s much more likely that the whole will achieve success because of the strength of the parts.

Whether you’re a leader or one of the employees, working on your team goal setting offers a chance to achieve better things. It helps to have clear expectations and fully understand how each person’s contributions fit into the organization’s mission. People who feel their contributions matter and who have a written goal will be more engaged with their work and typically more productive.

Let’s work through how to set effective team goals so that everyone works with a shared purpose.

Identify opportunities for team performance goals

Start by identifying company goals, for the short and the long term. Then, within the company goals, clarify what your team’s responsibilities and goals are (unless you’re the CEO, and then company goals ARE your team’s goals).

Break down these goals into sub-goals that are based on areas of responsibility for individual team members. Ideally their interests and abilities will align to their areas of responsibility, but they don’t always. Don’t despair! Sometimes a goal requires ability outside our normal duties and those abilities may be found where you least expect them (and you have time to figure out the details later).

Some leaders use goal setting not only to challenge their team members, but also to help them have a chance to learn and grow by learning new skills or undertaking new responsibilities. Some goals will be a bit of a stretch, more than the employee’s normal daily routine activities. They should be within reach, and clearly establish how the employee will contribute to the good of the company.

Taking the time to write down sub-goals can help you identify situations that may need extra support or discover ways in which staff will surprise you with their hidden talents. Refer to our recent blog about mastering daily tasks to achieve big goals to help with this step.

Set smart goals

As I discussed recently in the blog presenting our ultimate goal setting worksheet, effective goals need to be SMART goals. To recap, this means that the right kinds of goals are going to be:

Specific – Does the goal set out exactly what needs to be achieved, including who is responsible and what supports can be leveraged?

Measurable – How will you know when this goal is achieved? You should be able to define how many, how much, or how often to give the goal some metrics.

Achievable – What makes this achievable? Is it likely that this goal can be achieved given the supports and resources available? If it’s not achievable, rewrite the goal to be achievable OR create an IF…THEN list; add in the obstacle (the “IF” this happens) that makes it unachievable and see if you can find a “THEN this happens” to address that obstacle.

Relevant – How important is this goal to the company and why does it matter? What difference will this goal make? Write that stuff down – when it feels tough to reach a goal, rereading the relevance might be motivating.

Timely – What is the target to complete this goal? Is it realistic to achieve? (Remember that while a stretch goal can be motivating, if the time frame is too challenging it can be demotivating and if the time frame is too far out, you risk losing momentum.)

Set aside time to collaborate with each team member, meet face to face if possible, and help them determine their SMART goals. Yes, depending on how many folks report directly to you, this could be a bit time consuming, but will save so much time – and frustration – for you and the team later. Just remember that you’re investing in your own leadership by nurturing collaboration so that you can help your team identify goals that will in turn support the company’s success.

In your meetings, outline and review each person’s goals and expectations, including the SMART measurement metrics and timelines. Keep in mind:

  • If employees are newer, you’re going to guide them through the steps you expect them to take and require them to check in with you often. (Be sure to set a reminder for yourself to do the same!)
  • If employees are experienced, you can outline how often you want updates and ensure they know they can come to you with questions. Then coach them on the projects (I recommend using open-ended questions with very little direction). Let them find the path that works best for them, as long as goals are met on time.

Align employee goals to company vision

It’s absolutely crucial that you make time to ensure that employee goals are coordinated. Imagine a dance troupe without choreography or a sports team with no memorized plays to execute on command; that’s the kind of chaos you can expect if employee goals aren’t aligned to the strategic business objectives of your company.

There are important benefits from making sure that everyone’s efforts are focused on supporting company goals. First, clear communication and encouraging collaborative efforts strengthen and enhance leadership. Second, camaraderie improves as people feel they are supporting each other and working together efficiently to achieve common goals. And finally, when redundant work is eliminated or minimized and people are very motivated, you’ll find much greater organizational agility as they can quickly respond to changes.

When each employee can see exactly how their smaller picture fits with the company’s bigger picture, they’re going to have a deeper understanding of where the company is going and what their roles and responsibilities are in accomplishing crucial steps.

Track progress 

Identifying the individual goals that support the company-wide goals is only the first step. Every employee needs to be tracking their progress to fulfill the measurement requirement of a SMART goal.

Key metrics need to be carefully documented as a matter of routine so that they can be easily reviewed. This way you or your managers will be able to assess whether progress is adequate or insufficient – as well as if extra supports are required – using actual data instead of a gut feeling.

While your employees should be keeping track of their own progress, don’t forget to set up your own calendar to track and check in. Don’t fall into the trap of running out of time to manage the employee and then feeling surprised and frustrated if things aren’t done right, on time. Their job is to deliver the goal, but yours as a leader is to make sure they’re on track and have everything they need as they progress, even if they don’t yet know they need it.

Measure success

Tracking progress helps us measure and demonstrate to employees how tangibly their own hard work supports the company’s goals. It can be immensely motivating to give different team members or departments insight into how their peers are doing. Reviewing goals and measuring success can sharpen focus and make everyone more determined (as long as the competition remains healthy!).

Studies show that setting and tracking metrics greatly contributes to achieving the desired results. There may be times that reviewing key data informs how individuals or teams can improve performance.

Some leaders choose to use dashboards to give a concise overview or snapshot of progress. These can be updated “live” dashboards available to everyone or tailored to individuals and groups. Sharing ongoing results with everyone can encourage a sense of collective responsibility, both motivating individuals to take ownership of their own roles within the team and offer support to others when needed.

Sharing metrics in team meetings is another way to review challenges and celebrate successes. Measuring should be a time to share ideas and find solutions so everyone is on track to achieve the goals.

Be flexible

It’s not unusual to have to reassess certain strategies or action items. Refining the process to achieve a goal is not a failure, it’s par for the course. Be prepared to adjust or change various aspects as required.

This is when you might decide extra supports or resources could be beneficial. There may even be times when deadlines can – perhaps even should – be extended. To paraphrase one of our fantastic clients, sometimes “procrastination is a skill.”

The ultimate goal setting worksheet

A New Year really feels like a fresh start, even if it’s really just the beginning of a calendar year. Let’s take some time to start 2018 strong by working through effective goal setting together.

Why set goals? A well-defined goal gives us focus and direction so that we can achieve results. Without that level of focus our goals are only dreams the imagine-ifs, what-ifs, wouldn’t it be nice-ifs that seldom happen. NFL coaches don’t have their players just wander onto the field for each game; they spend hours working out plays, strategy, and training. Think how much more productive and effective you can be if you put that kind of attention and planning into what you want to do in your life!

What’s interesting is that research into goal setting in the workplace shows that people are actually more likely to perform better if they have input into their goals (and financial incentives aren’t as big a motivator as giving employees some autonomy to set goals they care about!). Perhaps the best-known example of this in practice is the success Google has had allowing employees to use 20 percent of their work time to pursue a work-related goal (The New York Times and others have termed this The Google Way).

Having a plan makes sense. Setting goals gives shape to our days, weeks, and months so that we stay focused and on task. You can track your progress, refine the process if necessary, and feel the satisfaction of moving forward (it’s very motivating to draw closer to the finish line, confident you’ve achieved milestones along the way!).

I recommend you take at least an hour of uninterrupted time (it’s possible if you turn off your notifications on your cell phone and email!) for your 2018 goal setting. If you can’t carve out that much time in one block, tackle each step in 15-minute blocks.

You can use a blank notebook or download our customized goal setting worksheet here.

Here’s how to work through setting the right kind of goal:

Step One: Clearly define your goal

For goal setting to be effective, we need to set realistic goals that are specific, actionable, and measurable. Goals that are too broad or too difficult can be discouraging (and are likely to fail). Conversely, goals that are too simple may not be motivating and can fizzle out as enthusiasm wanes. Like Goldilocks, we need to find the goal that is just right.

Additionally, we’re all more motivated to work towards goals that really matter to us. Think about “a bigger than average thing” you want to accomplish as a personal or professional goal. What will change when you achieve this goal? How will achieving this goal affect your life? Why does it matter to you? It may be helpful to quickly create a personal vision statement to help align your life goals with what matters the most to you.

You should be able to define your goal in a few sentences. Once you’ve written it down, we’ll move through the next steps to figure out how you’ll work toward it and what might block you, how you’ll measure the success, and give yourself a deadline or completion date.

Step Two: Explore your obstacles

It would be wonderful if goals unfolded as planned once we write them down, but that’s not the case. Start a list of everything you think could stop you from achieving this goal. Just make a big list. Think about problems honestly and list internal and external barriers that you might encounter. Remember, this plan, and this step in particular, is just for you, no one else needs to see it. Be brutally honest with yourself. If you’re using our worksheet, list them all under the “IF” column.

Working through potential obstacles gives you the opportunity to figure out ways to deal with problems or complications as they arise. Thinking in terms of “if” this happens, “then” I will take this action is empowering and will help ensure your goal is not derailed by obstacles along the way. Being prepared to deal with the unexpected allows you to regroup, adjust, and tackle the issue without giving up. Take some time to now write your “THEN” column – if that happens, then you will do this. You don’t have to write full solutions, but perhaps just how you will find the solution. IF “I get bored or distracted with the details,” THEN “I will call Jill B. Friendly to brainstorm ideas because she’s been through something similar.”

Step Three: Refine your goal

Striking the balance between short-term and long-term goals is tricky, and after we’ve considered barriers or obstacles that original goal might need to be tweaked.

Sometimes as you start working through your goal on paper, you may discover what you’ve set out initially isn’t quite right – and that’s okay. Maybe you realize it’s not big enough. Or, it’s too big and could be two goals. Goal setting isn’t a result in itself, it’s about figuring out the results you want, so what you write isn’t set in stone rethink it, rewrite it, take some time to reflect. When you do you’ll feel more confident in your goals.

Step Four: Make it S.M.A.R.T.

You can take any goal, and make it SMART. This process helps to give your ideas more purpose and direction by giving you some criteria as a framework to help you achieve your goals. Answering these questions honestly can help you to refine your goal so that it is something you can realistically accomplish. Essentially you want to ensure that your goal is:

Specific – Does your goal set out exactly what you want to achieve, including who is responsible and what supports can be leveraged?

Measurable – How will you know when you achieve your goal? You should be able to define how many, how much, or how often to give your goal some metrics.

Achievable – What makes this achievable? This is where you can review your IF…THEN obstacles list. Is it likely that you can achieve this goal given the supports and resources available to you? If it’s not achievable, rewrite the goal to be achievable OR review your IF…THEN list and add in the obstacle that makes it unachievable, and see if you can find a “THEN” to address that obstacle.

Relevant – How important is this goal to you personally or to your work and why does it matter? What difference will this goal make in your life? Write that stuff down – when it feels tough to reach your goal, rereading the relevance might get you back on track.

Timely – What is your target to complete this goal? Is it realistic to achieve? (Remember that while a stretch goal can be motivating, if the time frame is too challenging it can be demotivating and if the time frame is too far out, you’ll lose momentum.)

Here’s an example:

S – write a TED talk

M – have a well written and edited talk of 5 – 12 minutes in length that has been peer-reviewed by at least two other people.

A – use my expertise, experience, and reference three recent studies to support my theory

R – so many people ask me about this subject I can offer insight to help others and feel I have contributed to bettering my community while also gaining visibility!

T – rough draft in two months; final draft in three

Step Five: Break it down and make your action plan

Taking any goal and breaking it down into steps is valuable. A big goal can be daunting and overwhelming, but manageable steps are easy to start. Working your way through milestones is a great way to feel accomplished and keep you motivated.

Consider your timeframe and work through what you need to accomplish. Depending on your goal you may want to set weekly, monthly, or quarterly milestones. Go with your intuition for what feels challenging enough to get your adrenaline going but not so tight that you’re already thinking you can’t do it!

In our example we might have:

  1. Pull together research on the topic from X Book,, and my own notes.
  2. Write an outline of my talk – the core idea, the main message, two to three anecdotes or stories, two to three pieces of evidence, the hook, and call to action.
  3. Draft first draft based on outline – not based on time.
  4. Review draft for general direction – have I made the case?
  5. Edit draft based on timing – what’s not necessary?
  6. Review draft for clarity and general direction. Am I still making the case?
  7. Send draft to two to three peers for input.
  8. Consider feedback and edit as necessary.
  9. Etcetera

Be sure to go through the plan and add some timelines and, if others are involved, be clear about who has to deliver what, and when.


Why you need to set your goals for 2018

If you really want to accomplish things in 2018, forget the resolutions about things you don’t really want to do and take a run at setting some really good goals around things you do!

Before the holidays we talked about the value of creating a personal vision statement for your life. Going through this process is a great way to figure out which big goals (at work and/or in your personal life) really matter to you.

Now, I’ve always been a list-making, get-things-done kind of guy. And while I’ve always prided myself on being a big thinker with lots of ideas and vision, my lists often focus on tasks that need to be done today or during this week and not the bigger ideas or goals.

It’s easy to get swept into the rhythm of daily life to the point that we’re dealing with immediacy and not really thinking long term or big picture. It can be satisfying to finish a bunch of stuff, but are you achieving your vision?

If we can focus on breaking down the big audacious goals into measured tasks, we can stay on track to achieve them. As we discussed at the end of last year, once we master daily tasks, we can achieve big goals. This really works!

In the midst of all the hard work of launching and then, for the last couple years, running Padraig Coaching & Consulting, I wanted to be able to reach people who would benefit from our help, but who aren’t able to afford our one-to-one coaching or leadership workshops.

I talked about my ideas for a long time.  Sometimes with myself, sometimes with other people — thinking if I talk about it, I’ll have to get it done. That didn’t work.  I knew in my mind where I wanted us to be, but I wasn’t taking time to figure out the steps to get there.  It took effort and creative scheduling at times, but I was able to carve out time to figure out what to do and start executing the steps to get things underway.

I’m happy to report that now, just after celebrating the fifth anniversary of my business, we’re in the process of creating online courses to bring leadership skills to more people.

It’s been exhilarating to figure out that sometimes what seems urgent isn’t really important and to be so close to achieving something that really matters to me.

Are you feeling inspired to figure out some BIG goals for 2018?

Why goal setting is important

Author Lewis Carroll (he of the Cheshire cat and Alice in Wonderland), is credited for the saying: “if you don’t know where you’re going, any road will get you there.” While we can meander and enjoy the view or even enjoy the journey, we might also never make it to the destinations that really matter.

If your goal is to enjoy the journey (and hey, that’s a laudable goal too) then perhaps a well-drawn map isn’t needed. But, if at least part of your goal is to get to a specific destination or two, then it helps to have a roadmap to guide the adventure – a little strategy to make sure we aren’t lost and adrift.

Writing down goals makes them a priority. Seeing goals or dreams written out actually increases the odds that we’ll accomplish them. According to psychology professor Dr. Gail Matthews, people are 42 percent more likely to do things they put in writing!

A goal without a plan is just a wish.

Antoine de Saint-Exuperay

Why goal setting has a bad rap

I think many of us have negative associations with goal setting because we treat planning and goal setting like it’s an end in itself. Then at the end of the year, we look at that list of goals or resolutions and wonder why we didn’t accomplish as much as we wanted.

When goal setting becomes a negative enforcer it’s pretty difficult to get excited about embarking on change. We’ve seen too many times how we set goals we never achieve, even if we try again every year.

How can this year be different?

If you change the dynamic, the way you interact will change. Rather than announcing some nebulous, albeit glorious business and career goals or listing big life changes to implement, it’s time to get specific.

The first thing you need to do after brainstorming is write out your goals. Prioritize them, and make sure they’re achievable.

For example, solving the homeless problem is pretty broad. Planning to volunteer with your coworkers at a shelter is something tangible. The more specific you are with goal setting, the more achievable the goals will likely be.

Second, do a little planning. Figure out how to conquer your goal in steps and stages. Instead of running headlong to hopefully achieving something, we need to make a plan to navigate the way there.

Mapping out the route will get you to any destination efficiently! Plus, having a plan to execute makes us more accountable. Dedicating time out of your week towards achieving a step toward the goal will help ensure the weeks don’t slip by!

Third, as you undertake the manageable tasks, track your progress. It is very motivating; achieving milestones along the way propels us forward. It takes us back to scratching things off our list. If our weekly or daily lists include one item from our big goal plan, we feel victorious AND we make progress on the important things.

We’re more likely to be successful if we set goals that are measurable, with deliverables or clearly defined steps to keep us actively working and moving forward. You might even want to let others know what you’re up to because feeling accountable to others can be another wonderful motivator.

As with life, another thing that is essential is the right attitude. Seeking perfection often prevents progress. Wooo boy, do I know that, and yet how often do I momentarily forget it.

One of the big solutions is… GET STARTED. It’s difficult to get things absolutely right, but if we get started we can always improve the finished product later because, at least, the product will be finished.  Right?

And finally, each time you set out to make a to-do list, whether that’s daily or weekly, take a moment to look at your big goals and consider what you’ve accomplished and what remains.

Figure out what’s next, today, to get things done.

When you can accomplish a series of short-term goals you’ll feel inspired to persevere for the long-term (and it might not seem too long or impossible when it’s broken down!).

So my Coach’s Question for you today, as we start 2018:

What will life look like at the end of the year if you achieve your big audacious goals?