Reimagining Leadership Together Globally

This week’s article, written by Maureen Metcalf, was originally published by the Forbes Coaches Council.  This article is a companion to the interview Cynthia Cherry, President and CEO and Mike Hardy, Board Chair of the International Leadership Association did with Maureen and is part of the International Leadership Association’s interview series.  This series features speakers from the Annual ILA Conference that occurred in October of 2021 in Geneva, Switzerland.  The interview titled ILA – Being the Living Model for Reimagining Leadership Together on the Innovating Leadership, Co-creating Our Future podcast aired on Tuesday, April 12th, 2022.

Here is a short clip from the interview:

Here is the interview in its entirety:

As we continue to experience unprecedented change and anticipate the rate of change will continue to accelerate, I believe we as leaders, thought leaders and academics need to rethink what it means to be a highly effective leader and how to develop these leaders. I have been a Fellow with the International Leadership Association since 2019. As part of this Fellowship, I “work at the intersection of leadership research and practice” and “value rigor and relevance at the nexus of leadership theory and effective practices resulting in thoughtful action-based work.”

This year, I attended the 23rd Annual Global Conference in Geneva, Switzerland, focusing on Reimagining Leadership Together. Geneva is a worldwide center for diplomacy because of the number of international organizations, including the headquarters of many agencies of the United Nations, The Geneva Center for Security Policy and the Red Cross. Geneva hosts the highest number of international organizations in the world.

Geneva’s standing as a center for diplomacy and dialogue made it a productive location to host a conversation about reimagining leadership together. The conference was sponsored by The Geneva Center for Security Policy and Arizona State University. Both focused on developing leaders and leadership.

This year, I attended and participated in three presentations, one focusing on the future of work.

Several things stood out to me about the conference for leaders, coaches and scholars. First, the following speakers offered global insights that each of us can shift to ask how we reimagine our work as leaders across our sphere of influence.

1. One of my favorite conversations was with Kim Campbell, former prime minister of Canada. She talked about the responsibilities of leaders to act from the perspective of being a good ancestor. As a former head of state, she took a global view of trends she sees now and what she anticipates emerging during her life and beyond. She meets with the Council of Women World Leaders, giving her a unique perspective on the type of leadership required to navigate our global challenges, such as climate change and escalated tensions geopolitically. The question I took away from our conversation was: What do I need to do now to be considered a good ancestor to future generations? Will I contribute to solving or exacerbating the challenges we face?  (Here is the link to Kim’s interview: Reimagining Our Leadership to be a Good Ancestor.)

2. John, Lord Alderdice asked who we are loyal to when making decisions. This conversation struck me as crucial for leaders seeking a path forward that diverges from the past. We often make choices that pit our loyalty to those who went before us against our commitment to future generations. For example, if we stay true to our legacy views on diversity, we will perpetuate bias. On the other hand, if I stay true to my sincere commitment to treating everyone fairly, I need to look within myself and identify areas where I act with bias. Lord Alderdice talked specifically about populations that continue to advocate for positions that lock them in violent conflict — not resolved if they continue to fight for their history. These conflicts have waged for generations and won’t be easily solved by a short article, but we can each ask, “Where do my biases and loyalties reduce my ability to create the future I want to see?” (Here is the link to John’s interview: Finding Peace When in Conflict.)

3. Christopher Washington, Provost of Franklin University, facilitated a panel looking at the volume of change we will continue to see during our careers. His panel discussed the ethical questions about how we train our workforce and our leaders to ensure our communities and citizens have work that allows them to fulfill their purpose and support their families. How do universities, businesses, NGOs and government organizations come together to build bridges that enable people to navigate society-wide transitions? (Here is the link to Christopher’s interview: Post-Pandemic Approaches to Developing Future Fit Employees.)

4. Ambassador Thomas Greminger, Director of the Geneva Centre for Security Policy, talked about the importance of leaders expanding how they define and carry out their leadership roles. During an era where we see a shift toward fundamentalism and polarization across the globe, we need to build the capacity to handle the current global challenges head-on through dialogue and soft power. To navigate the volume of change, it is essential that leaders learn, unlearn and relearn to keep up with the changes in our world. What views are you letting go of as a leader? Do you have a process to examine your opinions regularly? (Here is the link to Thomas’s interview: Facing a Global Leadership Crisis–Insights from GCSP.)

Each of these speakers, in their way, highlighted the importance of reexamining how we lead and how we make sense of what we see, reflecting on what we are learning, and unlearning. Then, we need to use that process of sense-making, reflection, unlearning and updating our thinking to shape our actions as leaders.

These annual conferences leave me feeling inspired by the brilliant people worldwide leading the changes we see. But they also remind me of the magnitude of the gap we have to fill to create a truly peaceful and prosperous world for all. So, as a reader of this article, what action is uniquely yours to do to build the world you want future generations to inherit?

 

To become a more innovative leader, you can begin by taking our free leadership assessments and enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunesTuneInStitcherSpotifyAmazon MusicAudible,  iHeartRADIO, and NPR One.  Stay up-to-date on new shows airing by following the Innovative Leadership Institute on LinkedIn.

 

About the Author

Maureen Metcalf, the CEO of the Innovative Leadership Institute, is dedicated to elevating the quality of leaders globally.

Photo by Greg Rosenke on Unsplash

The Heart and Soul of Leadership

This week’s article features Jonathan Reams, Director at the Center for Transformative Leadership and the European Center for Leadership Practice.  His interview is a part of the International Leadership Association Series.  These interviews feature guests from the 2021 Annual Conference that was held in Geneva, Switzerland in October of 2021.  The article is a companion to his interview on Innovating Leadership, Co-creating Our Future titled Getting Lost in the Language of Leadership that aired on Tuesday, April 5th, 2022.

Here is a short clip from Jonathan’s interview:

Here is a link to the entire interview:

Leadership is a phenomenon well studied, yet in short supply. There is a gap between knowing and doing.

While there are many good ideas about what leadership is, how to develop and practice it, the gap remains. To close this gap, I want to look beyond ideas, to the heart and soul of leadership.

To get there, I frame the topic in terms of two conceptualizations of leadership, then look at the heart and its role in these concepts. Finally, I offer a fundamental reframing to get to the soul of leadership.

In my Ph.D., I conceptualized leadership as opening space. Opening space brings images of creating something more, making room to maneuver, taking time to think things through. All of these can be leadership. They help us make progress on challenges and achieve goals.

Another conceptualization comes from a friend who defined leadership as self-deployed in circumstance. How we show up and act in each situation shapes the possibilities for making progress or reaching a goal. It is how we open space.

One powerful lens for understanding the self comes from research on adult development.  This research shows how more mature structures and expressions of self can enable more effective leadership.

This self-development shows in how we deploy ourselves, which is essentially an act of communication. What we say makes an impact. Yet we are also aware that the content of our words is only 7% of what we are communicating. A famous study showed that 38% of what we communicate is in how we communicate, in our tone of voice, pointing to the importance of attitude, emotion and the underlying energy we speak from.

The study went even further, saying that 55% of what we communicate is through our body language. We are giving off signals all the time, powerful clues to others on what we expect. These expectations shape the space we create. If what we are communicating at this fundamental embodied level is closing the space, then we are not leading, but widening the gap between knowing and doing.

Let’s take a step back to explore further.

Recent research in neuroscience shows us a new picture of how our brains work. It gives a more holistic conception, where we see that thinking and feeling are inseparable and further, hardwired into our body. Our nervous system is constantly anticipating, actively using our senses to probe for signals of danger (read change) to keep our body surviving.

Within this field, the more specialized study of neurocardiology focuses on the brain in our heart. This cluster of neurons has a powerful impact on the body and brain, or our psychophysiological system. The HeartMath Institute has been doing pioneering research in this field for decades. Central to this is their understanding of several distinct psychophysiological states related to different patterns of heart rate variability (HRV).

Their research shows that emotions such as frustration and anger create a state they characterize as incoherence. This state leads to a host of problematic symptoms, such as depletion of energy, lack of emotional regulation and lowered cognitive functioning. In contrast, emotions of love and appreciation create a state of coherence.

Coherence has far-reaching implications. It positively supports vagal nerve functioning, improves cognitive performance and enables heart-brain synchronization. The rising popularity of tracking HRV as a biofeedback measure is one way of cultivating coherence.

Yet this impressive list of the benefits of coherence is not, in my view, its most important aspect. Research has also shown that the heart generates electrical voltage 60 times stronger than the brain. The magnetic component of this is 5000 times stronger and can be measured several feet from the body. This electromagnetic field can help us understand how the 55% of communication coming from our body language is creating space. Our hearts are sensors for this field. We sense others’ fields and experience it as self-being deployed in circumstances.

This takes us upstream from our usual focus on language and behaviors. It gives us clues about closing the gap between knowing and doing, by shifting attention to the impact of our being.

Cultivating our quality of being has the highest leverage impact on our leadership.

I propose two simple ways to cultivate our quality of being.

The first is something we have easily in reach, a combination of behavioral and attitudinal interventions. Two things contribute the most to generating the psychophysiological state of coherence; holding an emotion of love or appreciation combined with deep breathing. So, remember to breathe – 5 seconds in, 5 seconds out, and hold a heart full of love and appreciation.

The second is to take a step back and reconceptualize being.

Being is commonly associated with the self. Yet our sense of a separate self is actually a mental construct of the psychophysiological system. This has inherent limitations and creates a blind spot in being. Reality is more than our minds conceive.

What we need is a space to regulate the self, our emotions, thoughts and actions; a balcony that is not part of the psychophysiological system.

For this, I propose a simple reconceptualization of being from self to soul. When we talk about heart and soul, we are implying an essence greater than mental constructs like self. In line with the phrase attributed to Teilhard de Chardin, we are spiritual beings having human experiences. We are soul, and have a mind, emotions and body.

What do I mean by soul? I describe it as a creative unit of pure awareness, where awareness is the experiential realization of the virtuality of self. What do I mean by the virtuality of self? We can still experience the self as real; we just don’t take that experience to be all there is. We keep it in context. We open a space to be more.

Closing the gap between what we know about leadership and what we do involves more than just ideas and words. It requires realizing the essence of our being as soul, to open space for how we deploy self in circumstances. We create coherence between soul and self-in-the-world, our conceptions, psychophysiological state and the space we create.

Leading with heart and soul, we close the gap between knowing and doing.

 

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunesTuneInStitcherSpotifyAmazon MusicAudible,  iHeartRADIO, and NPR One.  Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

 

About the Author

Jonathan practices the cultivation of leadership through awareness-based consulting, coaching and action research on leadership development program design and delivery in a variety of settings. He has a position at the Norwegian University of Science and Technology (NTNU), serves as Editor-in Chief of Integral Review, and is a co-founder of the Center for Transformative Leadership and of the European Center for Leadership Practice. He brings awareness-based leadership development practices to his work, focusing on how the inner workings of human nature can develop leadership capacities for today’s complex challenges.

Books to look out for: Maturing Leadership: How Adult Development Impacts Leadership

You can learn more about Jonathan at www.jonathanreams.com

Photo by Mohamed Nohassi on Unsplash

Who is More Charismatic–Putin or Zelensky? Does It Matter?

This week’s article, written by Maureen Metcalf, analyzes research data provided by John Antonakis, Professor of Organizational Behavior and editor-in-chief of The Leadership Quarterly.  This article is a companion to the interview John did with Maureen and is part of the International Leadership Association’s interview series.  This series features speakers from the Annual ILA Conference that occurred in October of 2021 in Geneva, Switzerland.  The interview titled The Importance of Studying Leadership Scientifically on the Innovating Leadership, Co-creating Our Future podcast aired on Tuesday, March 22nd, 2022.

 

Here is a short clip from the interview:

Here is a link to the entire interview:

 

Leadership researchers have debated the impact of charisma on leadership effectiveness. What leaders say and how they say it can have a strong motivational effect and help coordinate followers’ actions. It impacts their belief about what others will do, thereby helping align people when taking on a costly and challenging set of activities such as we see as we watch the Ukrainians defend their country. Leadership is the social glue that helps pull a group together and hold it together as people strain to accomplish a challenging goal. Leaders also serve as role models. They signal what actions are appropriate. Additionally, leaders’ symbolic actions can serve as rallying cries for others – direct followers and stakeholders.

To illustrate charisma using, we look at the Russian invasion of Ukraine and evaluate the impact the charisma of these world leaders is likely to have on the war.

Before analyzing Presidents Zelensky and Putin, we want to ground the conversation in some data,  according to a paper published in December 2021 in Management Science, “Just Words? Just Speeches?” On the Economic Value of Charismatic Leadership by John Antonakis, Giovanna d’Adda, Roberto A. Weber, Christian Zehnder, “In the field experiment, we find that workers who are given a charismatic speech increase their output by about 17% relative to workers who listen to a standard speech. This effect is statistically significant and comparable in size to the positive effect of high-powered financial incentives. We then investigate the effect of charisma in a series of laboratory experiments in which subjects are exposed to motivational speeches before playing a repeated public goods game. Our results reveal that a higher number of charismatic elements in the speech can increase public good contributions by up to 19%. However, we also find that the effectiveness of charisma varies and appears to depend on the social context in which the speech is delivered.”

With this research as the foundation for our blog, we explore Professor John Antonakis’ evaluation of Presidents Zelensky and Putin. John evaluated both leaders’ charism by considering the words they used in recent speeches and their behavior and visual images during the speeches. President Zelensky scored as a significantly more charismatic leader when looking at the language he selected.

To evaluate charisma in further detail, John looked at the nine charismatic leadership tactics he uses to compare the two leaders. The chart below reflects the collective difference between the two leaders.

In Antonakis’ analysis, Zelensky scored higher in these seven categories: While Putin scored higher in these two categories:
  1. Collective sentiment
  2. Contrast
  3. Confidence in goals
  4. Lists/repetitiveness
  5. Metaphor
  6. Moral conviction
  7. Rhetorical question
  1. Ambitious goal
  2. Stories

This analysis tells us that President Zelensky will have more success motivating his troops and gaining support from International Leaders than will President Putin. To add to the analysis, Zelensky is also better at engaging in symbolic acts that close the status gap between himself, his soldiers, and citizens. He dresses and acts like a regular soldier and eats with his troops. He isn’t using props and technology. We often see Putin distanced from his soldiers and people.

Zelensky is a better role model and a symbol of emulation – giving an edge to the Ukrainians when looking through the lens of leadership and charisma. Leadership works not only in motivating followers. It also helps motivate stakeholders to take action that will help bring a collective together, such as the European Union, to reach a collective goal of winning the war against Russia. Both of these leaders are role models that set the tone for others.

Because Zelensky is such a charismatic leader, his skills will help steel the hearts of the Ukrainians. They have a cause to fight for, their country and homes, and a collective identity to defend. While the Ukrainians have more to lose in this war, the leadership of President Zelensky provides additional motivation and collective identity, and President Putin provides the Russian troops and other countries he is trying to unite around his cause.

 

To become a more innovative leader, you can begin by taking our free leadership assessments and enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunesTuneInStitcherSpotifyAmazon MusicAudible,  iHeartRADIO, and NPR One.  Stay up-to-date on new shows airing by following the Innovative Leadership Institute on LinkedIn.

 

About the Author

Maureen Metcalf, the CEO of the Innovative Leadership Institute, is dedicated to elevating the quality of leaders globally.

Books to look out for: The Nature Of Leadership

 

Photo by Jehyun Sung on Unsplash

Are You Ready to Accelerate to Optimized Performance?

This week’s article is provided by Dr. JJ Walcutt, scientist, innovator and author, and Jason Armendariz.  It is a companion to JJ’s interview on Innovating Leadership, Co-creating Our Future titled Building a Culture of Brain Health, Growth, and Effectiveness that aired on Tuesday, August 31st.

Here is a short clip from Maureen and JJ’s interview:

 

SEEKING PERFORMANCE ENHANCEMENT

Recent years have passed without the typical fanfare of annual celebrations of reflecting upon the sunsetting year and looking forward to the new year with goals, resolutions, and a vision of what a person wants to achieve in the new year.  Each new year enters with a renewed focus on challenges and building a road map to accomplish them.  For instance, if the goal is a new body weight, learning a new sport, or even setting the goal of running a marathon, one might expend resources on a training plan, gym membership, or a trainer to strengthen their bodies in preparation for their goal.  As common as these are, unfortunately, a lot of these lose steam, gym memberships go unutilized, and visions go unrealized.  And no one bats an eye.  It is a societal acceptable failure.

According to  US News report, Americans have spent more than $60B on trying to achieve this goal of losing weight.  Tom Van Riper points out in this 2012 article that the cost to train Olympic athletes can cost a range of $13K-$25K per year, monies that do not see a tangible financial return on investment.  Corporations, less focused on Olympic athletes, are focusing on the health and wellness of their employees paying for gym memberships or installing smaller health clubs in their offices.

Have you found yourself or your company seeking, similarly, how to gain the next competitive advantage? Like many, searching for an edge when it comes to reaching their physical goals hiring experts or coaches, has your business sought a workshop to hone and sharpen skills?  Have you found a gap in your knowledge or desired to gain momentum in an area that may not be your strength?  If so, you’re not alone.  However, there is an angle that most do not know about nor consider when it comes to self-improvement or improving individual performance. Training the entirety of the person – mind, body, and brain.

The skills that tomorrow’s workforce needs to thrive in uncertain, changing, and chaotic situations will not be met by the installation of a health club, but by a deliberate focus on training the most important organ in the body – the brain.

Meet the Accelerate program which combines the latest and emerging trends in cognitive psychological research, developed by Dr. JJ Walcutt.  Dr. Walcutt combines her experience from academia, industry, and the US Government to concentrate training for businesses, teams, and individuals to gain the most out of personalized training and accomplish a higher level of performance.

TRAINING

The foundation of this elite-level training centers around the findings of cognitive psychology.  Educating participants on the cognitive processes and how the brain system works to process information and understanding choices can drive toward optimal performance.  Working to understand resilience can enhance your ability to recover from stressful moment’s compartmentalize, and function with clarity. This can help productivity as well as work towards innovative solutions by enhancing your ability to clearly analyze the problems at hand. The current workforce faces challenges and deadlines which often force personnel to juggle multiple tasks.  Accelerate discusses agility and leads participants to improve their ability to switch efficiently and effectively between tasks.  These focal areas of training are unprecedented in today’s corporate training but will be key for those corporations, teams, and individuals who want to be ahead of the curve of tomorrow’s challenges.  In his book, A Whole New Mind, Daniel Pink points out the importance of developing skills and the mind for skills in which the future will require a human in the loop.

Preparing an individual to be this human in the loop leverages the training that Dr. Walcutt has developed for the accelerate program.  Like the algorithms that suggest the next song on your chosen music platform, personalized learning will help corporations, teams, and individuals achieve greater success through optimized training.

INFORMATION MATTERS

Accelerate spends time honing the understanding of information processing as individuals and across teams.  As a foremost expert in cognitive load theory and unmatched experience in team dynamics from her time doing DoD research, Dr. Walcutt transfers the understanding of working memory to participants.  This allows program participants to learn how to harness the information, increase their ability to hold it, and be able to enhance the speed and accuracy of applying that information.  Having pertinent information at hand may then translate to the ability to process information more rapidly and allow teams to exponentially collaborate on issues.

Part of any corporate success is the ability to get ahead of competitors.  The same may be true of individuals looking for that promotion, edge, or gain that will put them in the driver’s seat for their career.  Getting ahead means being able to make sense of information, connect the dots, and ultimately make decisions that will be impactful for the future.  Dr. Walcutt’s design of Accelerate will allow participants to learn how to best anticipate, assess, and then act to make key decisions efficiently to achieve desired outcomes.

WHY ACCELERATE?

Most organizations, whether corporate, military, private, or even academia have goals that translate across domains.  Accelerate is the one program that delivers elite-level training that deliberately addresses these.  80% of leaders feel they are “time poor” and wanting more hours in the day to accomplish duties and tasks.  Accelerate will demonstrate methods that will allow a reduction in time to do tasks, improving efficiency.  Once time is mastered, the next logical step is to then master the ability to work through multiple tasks and learn specifically how to switch more effectively between skills and settings.  Finally, quality is the concern across all domains.  Through Accelerate, increase your quality of output, learning to accomplish more tasks at a higher level.  Increase the number of good decisions of your corporations, teams, and individuals.

Many Americans spend countless hours exercising the body.  Accelerate wants to know – do you exercise your mind?

 

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunes, TuneIn, Stitcher, Spotify, Amazon Music, Audible,  iHeartRADIO, and NPR One.  Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

 

About the Authors

Dr. J.J. Walcutt is a scientist, innovator, and learning engineer that specializes in strategic development and reform across education, military, and government. Her current work focuses on optimizing human cognition and performance across a wide spectrum of learning programs that promote optimization. Dr. Walcutt has served in the U.S. Government as a Director of Innovation for distributed learning optimization and as a Human Innovation Fellow. In her role at the Pentagon, she also served as a U.S. Delegate to NATO, Partnership for Peace, and as a national and international keynote speaker. Dr. Walcutt has over 20 years of experience in research and development for training, education, and human optimization.

Jason Armendariz is a cognitive scientist with a lifelong learner attitude and a true passion for training, education, and leadership.  Jason started his path in learning as a high school educator prior to joining the military.  During his time in the military, he rose to serve as a trainer in tactics, communications, and leadership.  He has experience in research and development efforts to improve cognitive skills, learning, team dynamics and human performance. Jason has studied cognitive science, human systems interaction, and adult education and strives to build the capability of others to succeed by integrating research into programs and plans to improve learning.

Photo by Fakurian Design on Unsplash

 

 

 

Do We Need New Competencies in the Boardroom and C-Suite? Part 2

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This article is an excerpt from the Future Boardroom Competencies 2020 Report compiled by Competent Boards and provided by Helle Bank Jorgensen, CEO and Founder.  This is the second part of a 2 part series and is a companion to her interview on Innovating Leadership, Co-creating Our Future titled Future Boardroom Competencies that aired on Tuesday, March 9th, 2021.  If you would like to read the entire report, it can be downloaded for free here.

Today’s board members and business executives are traveling across a business landscape vastly different than ever seen before. The acceleration of globalization, proliferation of technology, and elevated urgency surrounding a changing climate and biodiversity loss has produced increasingly treacherous terrain for companies with rigid business models. Now in 2020, board members and other business leaders are forced to address these challenges against the backdrop of the global crisis that is the COVID-19 pandemic.

As the board of directors navigate a setting so unfamiliar, pressure mounts as all stakeholder groups are intently observing boardroom decisions with a growing list of expectations in-hand. Undoubtedly, the adverse impacts generated by these complex phenomena indicate that a great-reset in corporate governance is not only necessary but required – and business leaders must be prepared.

Our research uses qualitative analysis to evaluate survey responses from our international faculty members and reveal the quintessential competencies, qualities, and traits that are comprised within a future-ready board member.

We hope that the results of this report can be used as a road map for both current or aspiring board members to reflect and act on what it is that they need to cultivate in order to effectively lead companies through future storms, and emerge on top with a refined sense of purpose. Many are calling the unprecedented challenges a tsunami – either leaders learn to surf, or they and the companies they serve will sink.

Today, we are in a world of despair where transgressing planetary boundaries continue to create new risks for businesses such as increased resource limitations, and supply chain disruptions.

We are not only transgressing the planetary boundaries, but also social and cultural ones. Technology has provided an opportunity for people to be more connected than ever. But many are feeling left out or struggling with cyberbullying, fake news, and constant bombardment of new information and expectations that put a strain on mental health.

Human rights are under tremendous pressure as modern slavery and economic exploitation of human life, as well as nature, is on the rise. This makes the role of directors and executives even harder to navigate, as stakeholders can use their phones to ruin a company’s reputation within a few seconds. With so many moving pieces, companies and their directors may struggle to ensure that all operations can stand up to the scrutiny of stakeholders and uphold the integrity they expect.

We need to move towards a net positive impact on nature, humans, and the economy. And to do so the actions of board of directors and executives must extend beyond a nicely written report. ESG (environmental, social, and governance) integration requires leadership and an ESG transformation mindset. Therefore, board members and executives must ensure that this mindset is embedded across all levels of the organization.

With more attention being cast to the board of directors in addressing various environmental, social, and economic challenges, new initiatives will continue to alter the regulatory landscape. The European Commission recently announced a proposed intervention in the area of corporate law and governance with the general objective of establishing more robust accountability measures to improve a company’s integration of sustainability into long-term decision making.² This initiative, among other mounting pressures, underscores the responsibility of the board of directors and its power in creating meaningful action.

The board of directors is obliged to not only deliver returns to shareholders but also to clearly define the role of the company in society. A society that in return expects that elected board members bring exceptional capabilities to the boardroom.

For example, board members should have an understanding of how company resources are being utilized and be clear on how these actions impact nature and stakeholders. Furthermore, the board of directors must understand how the current and future states of nature and society will impact the company and its ability to thrive in the long-term. A task that has been considered “one of the most demanding, complex and taxing activities in the world of public life”.³ With increased public discussion on the role of corporations in times of crisis such as COVID-19, there is increasing stakeholder pressure for board members to perform on ESG-related issues.

A recent survey from Edelman found that 71% of 12,000 respondents would lose trust in a company if they perceived that the company was placing profit over people.⁴

Leading companies have certainly responded to these pressures. It was recently reported that 63 of the 100 largest public companies now have a board committee overseeing sustainability matters.⁵ However, the same study identified that only 17% of those serving on these committees had relevant training or experience when it comes to ESG and sustainability. ⁶

This dichotomy emphasizes how critical it is that board members work towards building and applying the necessary competencies in addressing ESG-related issues and adopt an approach to leadership that facilitates ongoing dialogue with shareholders and other stakeholders.

We are now in a period of awakening, where major transformations are taking place in all corners of the globe, altering the traditional context for boardroom decision making and heightening the expectations of corporate leaders and board of directors. We believe that reformulating the pre-existing definition of corporate stewardship in the 21st century will catalyze a pivot in social outlooks from one of despair to one of hope.

 

This report explores the foundational requirements board members need in order to navigate the dynamic nature of a world evolving faster than ever before.

(2) Study on directors’ duties and sustainable corporate governance (European Commission, 2020) – https://op.europa.eu/en/publicationdetail/-/ publication/e47928a2-d20b-11ea-adf7-01aa75ed71a1/language-en (3) How to Play the Board Game (The Economist, 2020) – https://www.economist.com/business/2020/11/21/how-to-play-the-board-game?src=gft (4) Trust Barometer Special Report: Brand Trust and the Coronavirus Pandemic (Edelman 2020) – https://www.edelman.com/research/covid-19-brand-trust-report (5) The Sustainability Board Report 2020 – https://www.boardreport.org/reports-research (6) Ibid

 

Do you know of top ESG Competent Boards and Board Members?  You can nominate those you believe should be highlighted in the Competent Boards list here.

 

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunes, TuneIn, Stitcher, Spotify, Amazon Music, and iHeartRADIO. Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

About the Author

Helle Bank Jorgensen is the CEO of Competent Boards, which offers the global online ESG Competent Boards Certificate Program with a faculty of over 95 renowned international board members; executives and experts.

A business lawyer and state-authorized public accountant by training, Helle helps global companies and investors turn sustainability into strong financial results. She was the creator of the world’s first Green Account based on lifecycle assessment, as well as the world’s first Integrated Report and the first holistic responsible supply chain program.

Helle has written numerous thought leader pieces, is a keynote speaker, and is interviewed by global media outlets.

Image by spokane1977 from Pixabay

The 100 Most Powerful Women in the World

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This article is provided by Agostina Chemello of Porch.com.  This article is a companion to the interview on Innovating Leadership, Co-creating Our Future titled Research Findings on Women’s Access to Leadership Development that aired on Tuesday, September 22, 2020.

 

From influential politicians to tech geniuses, Forbes’ 2017 ranking of the “The World’s 100 Most Powerful Women” runs the compass of everyone from Oprah Winfrey and Ivanka Trump to Angela Merkel and Facebook’s Sheryl Sandberg.

Ranging in age from 28 (Taylor Swift) to 92 (Queen Elizabeth II) it’s clear no woman is the same. There’s not one quality that helped these women climb to the absolute peak of power in their industries, it’s worth asking—what qualities do they share that’s helped set them apart?

To find out, we used IBM’s Watson Personality Insights API to examine speeches, interviews, and even social media commentary to decipher the more natural elements of their personalities. With only a few exceptions, every woman on Forbes’ list has been analyzed here. Read on for a more intimate look at these leading ladies.

Powerful Personalities

According to IBM’s Watson Personality Insights model, there are five core characteristics that help define how a person engages with the world. These include agreeableness, conscientiousness, extraversion, emotional range, and openness and are made up of personality facets that help individualize each person’s values and actions.

Across Forbes’ list of the 100 most powerful women in the world, openness was the most common personality trait. Described by IBM as “the extent to which a person is open to experiencing different activities,” openness includes a person’s imagination, artistic interests, and overall intellectual curiosity. Across all 100 women, two were particularly inclined toward this trait: Ranking at No. 72 Zanny Minton Beddoes, editor-in-chief at The Economist; who has helped grow the publication’s reader base by 20 percent, and Kathleen Kennedy, the president of Lucasfilm at Disney.

Emotional range and conscientiousness were also the most prevailing “Big Five” traits, personified most clearly by women like Safra Catz (the co-CEO of Oracle) and Nikki Haley (the Indian American ambassador to the United Nations). And while agreeableness wasn’t the most prominent “Big Five” trait, Beyoncé, Anna Wintour, and Oprah Winfrey are still using compassion and cooperation to their advantage.

Industrious Individuals

Women’s day-to-day responsibilities may be different, but the skills required to make it into politics might not be so different from tech. Sympathy, intellect, and liberalism topped the list among women in politics including Germany’s Angela Merkel and the U.K.’s Theresa May. The same is true for media and entertainment where Oprah Winfrey, Anna Wintour, and Bonnie Hammer top the list of the most powerful women anywhere in the world.

A Cut Above the Rest

Of course, there’s more to what makes these women special than the “Big Five.” Other facets of their personalities have helped them stand out in, and in some ways disrupt, the industries they lead.

From the politically savvy to tech giants and entertainment superstars, the path to power for the top 100 women on Forbes’ list is unique. While what has helped them get to where they are today is different, the personality traits they sometimes share aren’t. From Oprah Winfrey to Theresa May, they sometimes share characteristics like intellect and liberalism (challenging the status quo) even if they execute them differently. Each of these women proves that even in male-dominated industries, breaking away from the norm can pay off in big ways.

Read the full article at Porch.com.

 

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunes, TuneIn, Stitcher, Spotify, Amazon Music and iHeartRADIO. Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

 

About the Author

Agostina Chemello is a guest writer from Porch.com.

Photo by:  Jude Beck on Unsplash

 

Do We Need New Competencies in the Boardroom and C-Suite?

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This article is an excerpt from the Future Boardroom Competencies 2020 Report compiled by Competent Boards and provided by Helle Bank Jorgensen, CEO and Founder.  This is part 1 of a 2 part series and is a companion to her interview on Innovating Leadership, Co-creating Our Future titled Future Boardroom Competencies that will air on Tuesday, March 9th, 2021.  If you would like to read the entire report, it can be downloaded for free here.

FOREWARD

There is no telling what will define the business landscape post-pandemic. However, the trend remains clear. The foundation on which our global economic systems and governance practices have been built is nearing expiry.

With a heightened sense of urgency surrounding environmental, social, and humanitarian problems, there is an elevated sense of societal pressure on leading organizations and their board of directors to take action.

The future of good corporate governance has begun to outgrow the notion of transactional thinking with respect to decision making. Serving board of directors must apply a strategic approach to meeting the growing expectations of shareholders and all other stakeholders. An approach that requires deep reflection on purpose, analysis of strategy, and consideration of all perspectives in an effort to achieve short-term profitability and long-term sustainable value creation.

As the world enters a period of reset, board members should not only equip themselves with the necessary competencies to meet new expectations but should also be willing to adapt their own outlook through a strong willingness to learn.

The findings of this report suggest that in order for board members and other executives to be future-ready, they must stay curious with a strong willingness to expand their knowledge and adapt to new conceptual interpretations. Moreover, board members should be constructively critical in challenging the status quo with respect and integrity.

Future-ready board members are highly focused on cooperative decision-making and inclusiveness. They have a demonstrated ambition to tackle systemic inequalities through actions that increase board diversity and promote a more equitable decision-making process. They are ready to apply their wisdom in making sense of complex information to effectively balance the needs of all stakeholders and adapt the strategic approach accordingly.

Any leader must understand the interconnectedness across environmental, social, and governance (ESG) issues and how it relates to business strategy. Obtaining the relevant ESG and sustainability competencies is imperative for business leaders in understanding how future scenarios may expose the company to emerging risks or present further business opportunities.

I hope that you will find value in this report and use it to reflect on and further develop your competencies.

 

EXECUTIVE SUMMARY

 

This report provides an overview of the essential competencies, qualities, and traits the board of directors and other business professionals will need to navigate the dynamics of a global business landscape shaped by the greatest challenges of our time.

Organizations and the individuals that lead them hold the innate responsibility of delivering on a shared vision that drives long-term sustainable value creation while executing on short-term needs.

As global conditions come to normalize, we enter a period of great reset – for which the board of directors need to be prepared.

Using data collected via survey, this analysis evaluates insights from the Competent Boards global faculty and other business leaders in an effort to determine the elements comprised within a future-prepared board member.

The report uses the qualitative method to draw a comprehensive list which business leaders can use to reflect on their ability to effectively manage emergent risks and opportunities.

We asked four questions:

  • What does stewardship in the 21st century look like?
  • What does a future-prepared board member look like?
  • What new competencies are, or should be, demanded of board members?
  • What are the personal traits, qualities, and diverse perspectives needed in the boardroom?

The findings indicate that future-ready board members will need to apply a lens of curiosity that supports a culture of continual learning and strategy adaptation in order to meet growing expectations.

The survey determined that effective board leadership should be aligned with a distinct sense of purpose that is informed by a deeply-seated literacy of the material ESG challenges faced by the company.

Although an objective list of relevant skills and experience may apply to every qualified board member, the survey results indicate that the definition of a future-prepared leader may extend further.

According to the survey’s findings the personal attributes or traits within an individual’s internal value system may also play a role in defining a board member who is future-prepared.

As the COVID-19 pandemic shines a light on the many cracks within the foundations of our societal and governance structures, it becomes clear that the board of directors is expected to leverage their power and influence to take meaningful action.

The findings indicate that board members must reflect on their current outlook and set of competencies in order to identify areas for which they can develop their capacity to meet demands for extraordinary board-level stewardship in the 21st century.

 

Do you know of top ESG Competent Boards and Board Members?  You can nominate those you believe should be highlighted in the Competent Boards list here.

 

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunes, TuneIn, Stitcher, Spotify, Amazon Music, and iHeartRADIO. Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

About the Author

Helle Bank Jorgensen is the CEO of Competent Boards, which offers the global online ESG Competent Boards Certificate Program with a faculty of over 95 renowned international board members; executives and experts.

A business lawyer and state-authorized public accountant by training, Helle helps global companies and investors turn sustainability into strong financial results. She was the creator of the world’s first Green Account based on lifecycle assessment, as well as the world’s first Integrated Report and the first holistic responsible supply chain program.

Helle has written numerous thought leader pieces, is a keynote speaker, and is interviewed by global media outlets.

 

Photo by Danielle Cerullo on Unsplash

 

 

Leading Sustainability: Look to the Future, Make Bold Choices and Don’t Go It Alone

This blog is provided by Trista Bridges and Donald Eubank, co-founders of Read-the-Air and authors of a new book, “Leading Sustainability: The Path to Sustainable Business and How the SDGs (Sustainable Development Goals) Changed Everything.”  It is a companion to their interview on Innovating Leadership, Co-creating Our Future titled Leading Sustainability: The Path to Sustainable Business and SDGs that aired on Tuesday, January 5th, 2021.  This article shares practical steps from their book to advance your business efforts to put sustainability at the core of your strategy.

The business world is at a fundamental crossroads. The age of the stakeholder is rapidly superseding that of the shareholder. More than just a buzzword, the idea of the stakeholder recognizes that companies have always existed as an inseparable part of the communities and business networks in which they operate, however vast and physically distant.

Contrary to what the shareholder model often implied, good business decisions have never really been driven purely by profit motives. It is becoming increasingly obvious that what is good for society—and thus, by definition, for the environment—is good for business.  This new embrace of responsibility does not preclude the design of efficient, lucrative business models. In fact, when done properly, precisely the opposite is true: socially responsible and sustainable business decision-making opens up brand new, exciting, profitable—and, in all its meanings, sustainable—revenue streams.

Today’s reckoning is not purely an altruistic choice made by businesses; new demands from various civil society organizations and the consensus-driven initiatives of the United Nations have been shepherding along the changes required to make business operations sustainable for years. With the United Nations’ 17 Sustainable Development Goals (SDGs) and the implementation of the Paris Agreement, these constituencies have outlined new expectations for not only how governments function, but also how businesses must function in a sustainable society.

The SDGs—more than 50 years in the making—provide a comprehensive framework for understanding all aspects of social, political, and business actions. They are powerful statements of human ambition for a fair, just and sustainable society. Many in the business and investing world today are calling them “A gift”, as the SDGs can provide us with a broader definition of sustainability and a framework to quickly and effectively guide businesses’ efforts to align their operations with the meaningful goals that society desires.

The successful businesses of tomorrow will be the ones that fully embrace sustainability today.

Almost two years ago, we set out to find and catalogue the practical steps that companies today must take to create the new sustainable business models they will need to survive in the year 2030. We interviewed more than 100 business leaders, investors, policy makers, NPOs, researchers and other changemakers, and researched a broad range of companies from across the world, of varying sizes and across multiple industries, that were taking practical steps to improve business practices and become more sustainable. Here’s some of the main takeaways that were collected for our new book “Leading Sustainably—The Path to Sustainable Business and How the SDGs Changed Everything.”

Our takeaways

  • Look to the future of your business—to achieve the best tomorrow, prepare today for the worst.
  • Make changes to your strategies based on the big picture, not on the small problems (unless they are warning you about dangers arising in the big picture).
  • The past created the world we live in today—its environmental crises and social unrest—but it also has been building the platform and the thinking that’s needed to move past these crises. That is, the SDGs, the Paris Agreement and a business world more focused on becoming sustainable for the long run.
  • The business case is already there—the whole business environment is pushing for more sustainable models, from consumers to investors, employees to competitors. Catch up, keep the pace, set the speed or get pushed out of the way.  And watch out, because a whole new generation of “mission-driven” companies have a head start already, having established themselves as fully aligned with society from the get-go. They are laser-focused on bringing fully sustainable innovations and business models to sectors that have struggled to do so on their own, and they are achieving remarkable societal and financial impact.
  • Don’t get confused by the Alphabet soup of methodologies for measuring and managing impact—choose what looks best for you, try them out, see if they fit, and whether do or don’t, adjust, retry, expand, until you figure out what works for your company. Get started today.
  • Capital managers, and even retail investors, believe that sustainability is the way forward, and they are going to talk to you about it. If you are aligned with them, they will provide you capital at a reasonable rate—if not, you will pay more or even be left empty-handed.
  • Be systematic. Understand the steps that you as a business have to proceed through to achieve a sustainable business model. Apply smart managerial and leadership strategies to move through these steps. Make bold decisions. Engage the whole organization. Communicate your directives and the reasons. Build an “A team”. Pursue a multi-stakeholder approach. Be flexible, make assessments and adjust. Work with your customers. Consider outside acquisitions. And leverage the SDGs.
  • You can’t do this alone. Bring your industry along for success and to ensure a fair playing field. Reach out to your industry associations, but also look to new partners, whether from civil society, international organizations, or cross industry. If a few key industries do this right—health and wellness, insurance, fashion, real estate, and tourism—we’ll all be in a better, more sustainable, place.

Before we close, two points bear repeating: For success leverage the SDGs— recognize their power to help and guide the organization and your teams; and be systematic to align your business planning and operations with sustainability principles.

Plus, remember this final, key piece to getting it done: You must bridge the knowledge gap—provide your teams with as many opportunities as possible to learn what they need to know to make sustainability-driven business decisions.

 

See more details about the important lessons from companies—in a range of industries—on how to achieve sustainability in our new book “Leading Sustainably”, available now from Routledge and Amazon.

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunes, TuneIn, Stitcher, Spotify, Amazon Music and iHeartRADIO. Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

 

About the Authors

Trista Bridges is a strategy and marketing expert with extensive experience across various geographies and sectors including consumer products, financial services, technology, and healthcare.

Donald Eubank is an experienced manager who has worked across the IT, finance, and media industries in Asia.

They advise businesses on sustainability and are co-founders of Read the Air, a coalition of strategy and operations professionals, and co-authors of “Leading Sustainably—The Path to Sustainable Business and How the SDGs Changed Everything” (Routledge).

 

Photo by Aaron Burden on Unsplash

Inclusive Leadership During a Crisis: How to Lead Equitably and Compassionately

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This blog is provided by Taryn Oesch DeLong, managing editor of digital content for Training Industry.  It is a companion to her interview on Innovating Leadership, Co-creating Our Future titled Research Findings on Women’s Access to Leadership Development that aired on Tuesday, September 22nd, 2020.

“The coronavirus pandemic has cast an irrefutable spotlight on social and workplace inequity — and places an urgent demand on employers to lead responsibly and with compassion.”

This statement from a report by Time’s Up, the organization created by 300 women in the entertainment industry in response to the #MeToo movement, reflects a current concern of many leaders, especially those managing remote teams or creating leadership training programs during the COVID-19 pandemic. Interest in TrainingIndustry.com articles on topics related to leadership, supporting employees, managing in a crisis, and diversity and inclusion has increased in recent months — which is good. It means leaders, and learning and development (L&D) leaders in particular, are looking for ways to lead compassionately and equitably during a year that sometimes feels like a never-ending crisis.

In a recent article for TrainingIndustry.com, “Leading During a Crisis: Retooling Leadership,” Maureen Metcalf wrote that effective leaders, particularly during a crisis, have an “unwavering commitment to right action.” They identify the right course for the organization and its people, and they alter that course when needed. One right action, the importance of which has been highlighted by recent events, is inclusive leadership.

What Is Inclusive Leadership?

According to Training Industry’s glossary, “Inclusive leadership is present in organizations and leaders that make a concerted effort to promote and support diversity and equity in their teams and companies. Inclusive leaders create environments of transparency and psychological safety to encourage idea sharing and innovation by embracing perspectives from diverse backgrounds.”

In other words, leading inclusively means going beyond values statements and diversity pledges. It means ensuring equitable opportunities for all employees. It means creating an environment where people are valued for their intrinsic worth as human beings rather than on surface achievements or attributes. And, it means honoring each person’s unique gifts and contributions.

Why Is Inclusive Leadership So Important in a Crisis?

As months of COVID-19 have gone by, we’ve seen that the impacts of coronavirus have not been distributed equitably. People who already lived with inequities, such as people with disabilities and chronic health conditions and people of color, have been disproportionately affected both by the illness and by the economic fallout. And the challenges of working from home, often while managing a household with children and/or elderly family members, have placed an added burden on women, who already faced an often uphill climb to career success.

The COVID-19 pandemic is not the first crisis to have a harsher impact on disadvantaged groups of people, and it will not be the last. Fortunately, the more we develop leaders who know what it means to lead inclusively, the better equipped we will be to handle such crises in the future.

How Do Inclusive Leaders Support Their Employees?

Inclusive leaders not only strive to have teams that include diverse perspectives, but they also work deliberately to ensure that those diverse perspectives are honored and the people who share them feel that their gifts are valued and cultivated.

For example, Training Industry research has found that women who believe their managers support their career development are more likely also to have equitable access to leadership development when compared with men. This finding sounds obvious but is critical for organizations to understand, especially if they are to succeed during a crisis.

A manager’s job is not just to assign work and make sure it’s completed. In our current job market, workers are looking for jobs that go beyond putting food on the table and also provide them with development opportunities to grow their skills and advance their careers. LinkedIn Learning’s 2018 “Workplace Learning Report” found that 94% of employees would stay at their employer longer if it invested in their career, and the most common reason “employees feel held back from learning is because they don’t have the time” — in other words, their managers are not giving them support, in terms of time, to grow.

During the pandemic, employees who started working from home due to health and safety concerns found themselves with blurred lines between work and life, and many had to juggle their parenting or other caregiving responsibilities with their work responsibilities. With such demands on an employee’s time or energy, learning can all too easily fall by the wayside. During this crisis, inclusive leaders have sought with compassion to understand their team members’ needs and identify ways to support them. While it may have meant that their employees put less time in on the clock, it almost certainly meant that the work they did do was of a higher quality, because they were able to focus more of their energy on it.

How Can Organizations Develop Inclusive Leaders?

Including information on diversity, equity and inclusion (DEI) in leadership training programs is important to developing inclusive leaders. DEI training is notoriously difficult to implement well, but in general, if a program goes beyond lip service, includes practical and relevant information, and is led by a credible instructor, it can be effective in cultivating inclusive leaders.

It’s also important to teach leaders how to coach and, especially, how to coach employees from underrepresented or disadvantaged groups. Coaching is an effective tool for behavior change and personal development. It also, according to Training Industry research, can bridge the gender gap in leadership development access. Female survey respondents who had received formal coaching reported almost equal levels of access to leadership development when compared to male respondents. Inclusive leadership training, then, helps managers learn how to provide personalized coaching that meets the unique needs and preferences of their female employees.

Finally, as Dr. Stefanie K. Johnson, author of “INCLUSIFY: The Power of Uniqueness and Belonging to Build Innovative Teams,” wrote in a TrainingIndustry.com article, “If we are to train leaders to be inclusive, we need to know what makes people feel included.” Her research identified uniqueness and belongingness as keys to an inclusive culture. In a work-from-home pandemic workforce, the ability of leaders to understand team members’ unique needs and make sure they feel like they belong is more challenging — and more rewarding — than ever.

 

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunes, Google Play, TuneIn, Stitcher, Spotify and iHeartRADIO. Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

 

About the Author

Taryn Oesch DeLong is managing editor of digital content at Training Industry, where her work has received an APEX Award of Excellence and a Regional Bronze Azbee Award. She is also the co-host of “The Business of Learning,” the award-winning Training Industry podcast, and contributed to the 2020 book “Global Perspectives on Women’s Leadership and Gender (In)Equality” (Palgrave Macmillan). Taryn is the board secretary at The Power of the Dream, a nonprofit creating jobs for adults with autism and IDD in the Raleigh, N.C., area and a coach for Miracle League of the Triangle. She serves her faith community as managing editor of Catholic Women in Business and assistant editor and contributing writer for FemCatholic.

The 7 Transformations in Vertical Leadership Development

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This blog is provided by Antoinette Braks, Thought Leader in Vertical Leadership Development and Author of Executive Coaching in Strategic Holistic Leadership. It is a companion to her interview on Innovating Leadership, Co-creating Our Future titled Transformative Executive Coaching in Strategic Holistic Leadership on June 16th, 2020.

There are seven key transformations in executive leadership capacity in the world today. They form the progressive stages in adult maturity or Vertical Development, in contrast to horizontal learning that takes place within a stage. The seven transformations are:

  1. Opportunist
  2. Conformist (Diplomat)
  3. Specialist (Expert)
  4. Achievist (Achiever)
  5. Catalyst (Individualist)
  6. Synergist (Strategist)
  7. Alchemist (Constructivist – Alchemist)   

The stages of development form a holarchy where the strengths of each stage are incorporated in the following stage. As we progress through these stages of development we gradually release our shadow or personal reactive patterns based on the ego’s sense of insecurity and feeling “not good enough.”  As we develop our leadership capacity, we grow in terms of perception, consciousness and perspective, and gradually embrace all of who we are with awareness, understanding, kindness, compassion and wisdom.

The stages of vertical leadership development were successively developed by three pioneering scientists: Jane Loevinger, Susanne Cook-Greuter and Terri O’Fallon. The descriptions of the stages is based on my studies with Susanne and Terri and Bill Torbert, and my decade of coaching experience explicitly focused on later stage vertical development for strategic divisional leaders. Let’s look at each stage in turn.

The Opportunist

The Opportunist is concerned with survival and security, Maslow’s first two needs. They are self-interested, relatively isolated and will get away with whatever they can. They operate on a day-by-day or minute-by-minute basis without a care for consequences. Their view of the world is that it is unsafe and everyone else is assumed to be an enemy. They play only to their own advantage.

The Opportunist is deceptive and manipulative. They are the executives who steal your ideas without recognizing their source, who always blame others when things go wrong, and seem to be unavailable when immediate help is needed. They will also attack first in order to defend themselves when feeling threatened and are completely adverse to feedback.

The Opportunist lives in fear, trusts no one and operates largely in fight, flight or freeze mode. This view of the world is their Autopilot. In 1995 some 4% of the Executive population were anchored at Opportunist, although this proportion has since reduced to 0%. Whenever our safety and security is threatened in the succeeding stages, it is relatively easy to regress back to the level of the Opportunist and resolve our situation based on self-interest alone.

The Conformist

The Conformist decides to play it safe. While they still view the world as a very challenging place to be, they believe that if they abide by all the rules and do what people in higher authority ask or tell them to do, they will be safe. They conform. They are risk averse and will only take action if instructed to do so. Most will also need a step-by-step approach mapped out for them. Their level of voluntary participation is relatively low.

In complying, Conformists give away their personal authentic power to positional authority. This leads to a sense of personal ineptitude that moves them to complain. In other words, when we give our personal power away to comply with others, we address this imbalance by complaining about others. If you know anyone in your workplace who complains a lot, they will be operating from a Conformist mindset. Around 10% of the Executive population are anchored at Conformist although there are very few anchored at this stage in organisations that invest in leadership development. It is a common fallback position for succeeding levels when under stress.

Conformists use reactive emotional strategies to get what they want. The three key strategies are appeasing others by being nice and bending over backwards to fit in – usually towards more senior people; controlling others by criticising, berating and offending others – usually towards more junior people; or otherwise withdrawing from people altogether by avoiding all communication and even eye contact.

All are unconscious emotionally manipulative techniques that produce workplace drama in the form of passive-aggressive behaviour manifesting in bullies and victims. We subconsciously base our boss-subordinate and peer-based interpersonal strategies on those we employed to get what we wanted as a child within the comparable context of parent-child and sibling dynamics.

The Specialist

The Specialist devotes themselves to their work. They wish to develop their skills, perfect their craft and focus on the details to get everything absolutely right. They switch their primary focus from being compliant and fitting in, to standing out through the course of their work. They are experts in their field and strong contributors dotting i’s and crossing t’s for as long as it takes to get something perfect. They can make up some 38% of the Executive population (1995) but this proportion too has dropped to under 10% in deliberately developmental organisations.

Specialists largely work individually and are focused on the quality of their work and mastery of their craft. They will drill down to the detail and ensure complete accuracy taking a perfectionist rather than pragmatic approach. A micro-manager is typically operating at the Specialist mindset. Their personal identity merges with their work so they take feedback very personally. They tend to be emotionally reactive on the receiving end of constructive feedback and emotionally responsive to recognition and praise.

While the reactive behaviours are still present, they are now more associated with their work than trapped within the power struggle of the endemic parent-child and sibling dynamics. They are driven by the need to perfect their work, which is a quantum step up the spiral from Conformist. Focusing on increasing the quality of our own work based on our own albeit critical view of self and others, leads to continuous improvement.

The Achiever

The Achiever is a pragmatist rather than a perfectionist. Their goal is “fit for purpose” rather than perfect. The Achiever begins to consider how their work meets the needs of colleagues, customers and clients. Their focus extends to the impact of their work rather than just the work itself. They are open to feedback on their work, can manage change, drive projects, meet deadlines, produce results and heed the customer.

Achievers also shift from working individually to working effectively with others as team players. They enjoy being in the driving seat and driving initiatives forward. They are competitive, strong performers, will do what it takes to win and enjoy the glow of success. Achievers can also be very black and white. This enables them to be decisive and proactive albeit somewhat shortsighted compared to more advanced stages of development when life becomes shades of grey.

Customer-centric organisations adopt an Achiever mindset by creating feedback loops and generating team accountability for customer interactions and the customer experience. The introduction of scorecards to drive results and address gaps in performance supports the Achiever’s competitive, capitalist worldview.

In the mind of the Achiever, the world is made up of winners and losers and their primary focus is to strive for more. This keeps them on the treadmill of doing more, wanting more and getting more. What they have is never enough. This vicious cycle is extremely stressful!

In 1995 they made up some 33% of the Executive population. The proportion peaked at 60% in organisations investing in stage development (2005) and is now dropping as more executives develop their leadership capacity at the later post-conventional level of Catalyst.

The Conventional World

Opportunists, Conformists, Specialists and Achievers are all mindsets in the conventional world. In 1995, 78% of a sample of 4,510 adults in the US held a conventional mindset (Cook-Greuter); in 2005 this was down to 70%, and in 2015, at 59% (Harthill Consulting, PwC) albeit their population sample is drawn from organisations actively investing in stage leadership development. Achievers work extremely well in the world.

However at these stages of leadership development or conscious awareness, we are not able to work on the world. We are not able to introduce and sustain transformational change that will create a better world. To do this we must make the shift to post-conventional later stages of leadership capacity. While this “new” world is uncertain and ambiguous, by developing our conscious capacity to navigate and transcend the chaos, we are able to redeem peace of mind, restore personal wellbeing and build the world anew.

The percentage of Catalysts is growing at the rate of approximately 10% in each of the last two decades. At this stage, we begin to navigate our world with a view to creating change but this novel capacity does not manifest fully until the following stage of Synergist. Only Synergists have been found to have the capacity to lead sustainable transformation in an organisation (Rooke and Torbert) and their numbers have only inched up slowly from 5% to 8% in the last 20 years.

It would seem that the container of the organisation can support the Catalyst mode of diverse open engagement, yet still inhibits the presence of Synergist leadership that can bring about real transformational and sustainable change. Thus a greater investment in leadership development that liberates Synergist capacity is essential to reinvent the organisation, the collective, at the corresponding evolutionary levels of green and teal (Laloux).

The Achiever tends to be very hesitant before they make the leap into what appears to them to be the great unknown. They must make the shift from the external world to their inner world. At this point the guidance and encouragement of a later stage Coach is invaluable to them. Indeed I would go as far as to say that Executive Coaching in Leadership Development with a Strategist or Alchemist Coach is essential to ease this shift and also a powerful investment by organisations that genuinely wish to foster global sustainable shared prosperity and community wellbeing.

The Catalyst

The Catalyst is the first post-conventional stage. It represents a leap into a new growth zone and an unfamiliar world. At the individuation phase of the Specialist we were focused on perfecting our work. At the individuation phase of the Catalyst we are focused on understanding ourselves: our thoughts and feelings, motives and fears, reactions and responses, and our deepest desires and aspirations. We ask existential questions: “Why?” “Why am I here?” and “What is the meaning of life?”

At Catalyst, we move into our personal growth zone where growing and evolving becomes our natural way of being. Even though the challenges we encounter along the way may be unfamiliar and disconcerting, for the participant, life is forever enriched. We shift from being satisfied with a life based on cause and effect to feeling our way forward in the world despite uncertainty in order to lead a more purposeful and fulfilling life based on conscious intention and committed action.

Catalysts are focused on engaging others, igniting change and working across boundaries. Their focus turns from the impact of their work on customers and clients to the input into the design and nature of the work itself through active early genuine engagement with all stakeholders. They are attuned to leveraging strengths, fueling personal growth and collaborating with others in order to exercise mutual power to co-create the best possible outcomes for the whole community.

The capacity to genuinely innovate and collaborate is initiated at Catalyst. At this mindset the inner world of the individual becomes more important than the external world within which they operate. In other words they heed their intuition and feelings to make decisions and generate new insights and ideas. They also listen from a much deeper place of inquiry and can therefore create a deeper connection with others and develop the ability to build real trust with others.

Many words beginning with “in” are associated with the Catalyst worldview: insight, innovation, intrinsic, innate, inquiry, introspection, intricate, inclusive, inquisitive, interest, intimacy, intuition and inspiration.

The Synergist

Executives anchored at Synergist still number just 8% today, even in organisations investing significantly in leadership development. At this point in their journey of increasing expanding consciousness, they have become self-aware and other-aware and have the ability to be discerning and self-validating. They do not seek approval or permission from others. They have developed strength of character and their integrity is evident.

Synergists have the vision, courage and presence to generate and sustain transformational change (Torbert, 1998). They have adopted the mantle of personal authentic power in the interests of serving their whole community and not just selected interest groups. This represents a shift from ‘not good enough’ at Conformist, looking good at Specialist, doing well at Achiever, doing good at Catalyst and onto focusing on the greater good for all concerned at Synergist, now and in the longer-term future.

When led by a Synergist, the organisation shifts from being customer-centric to community-centric. It succeeds in achieving medium-to-long term sustainable outcomes that make a real, significant and beneficial impact on the people they serve and affect now and in the future. They generate a new world through their convictions and intentions, living by their principles and in tune with their life purpose while embracing others with compassion and enthusiasm.

The mature Synergist is an authentic, inspiring and strategic leader. They lead confidently from the ‘inside-out’. They are able to consistently stand and hold their ground while holding a nurturing space for the emergence of a transformed world. They are extremely mindful, highly considered and passionately articulate in their advocacy for a better world and are able to take purposeful action in the moment to raise conscious awareness and liberate the emergence of latent potential across the organisation and amongst all stakeholders.

The Alchemist

The final stage that can be observed and calibrated in the post-conventional world is the Alchemist. They number 1%. The Alchemist can have a far-reaching impact on their world. They are the iconic leaders who ignite and generate social evolution as well as transform global industries. Illustrious figures such as Nelson Mandela, Oprah Winfrey, Richard Branson and Anita Roddick would appear to have realised their potential as Alchemists. However there are also Alchemists who are amazingly effective behind the scenes in niche markets and uniquely tailored roles such as executive coaching!

The Alchemist embodies their own intuitive guidance and employs mutually collaborative power to generate transformational shifts in the world that respect common humanity and all of life. They are able to hold and embrace wonderful future possibilities while standing firmly in the present and being cognisant of all that has preceded and led to the current situation. They look at events symbolically and value both the shadow and the light in the psychodynamics of common human interactions.

The Alchemist has released the shadow of the ego through grief and forgiveness, and surrendered their personal will to be an instrument in the divine orchestra on earth. They live to evolve in tune with the cosmos listening into the dark and the deep recesses of their soul’s voyage in life. They feel free to be uniquely themselves, liberated from any social or cultural conventions, and can feel both delighted and tormented as they perceive, attend to and process the vast cacophony of thought and emotion that swirls around them. They are able to be fully vulnerable yet vitally alive and vigorous as they give their conscious, compassionate attention to the dynamic interplay in each and every moment to exercise wisdom in action.

The Post-Conventional World

We need the perspective of the Synergist and Alchemist to navigate our way through the interconnected global crises we face today. Only at these levels can leaders transcend the turmoil, cut through complexity, trust in emergence and transform and evolve the economic, education, health and environmental foundations of society today. We are being invited to generate a more sustainable, healthy and equitable world.

Until recently we thought it took 5 years of focused development to shift to later stages. However, we now know that an executive coaching program explicitly focused on vertical development to Synergist can expedite this vertical growth in just one year.

In my recent PhD Research Study 100% of the participants surprisingly and inspiringly all shifted a full stage in leadership development in a single year, most from Achiever to Catalyst. Two shifted two full stages to Synergist, and five went on to land at Synergist a little later. This is in direct contrast to the commonly held view that it takes several years to make a vertical shift to later stages of development.

The participants were all engaged in an Executive Coaching Program focused on strategic and holistic leadership development. In other posts I explain how 8 key drivers reflecting a blend of “outside-in” and“inside-out” coaching transcending conventional organisational operating norms and cultivated their latent, emergent potential as authentic, inspiring, strategic transformational, quantum leaders (Zohar).

The implication is the extent to which conventional operating norms are stunting our leadership development. To my mind there is not a dearth of leadership potential in most organisations today, there is simply a very tight lid on the container for growth. Instead of providing the opportunity for executives to become more aware of their role in the interplay of life and the freedom to express themselves more fully and make conscious decisions that will create a more sustainable, healthy and equitable world, organisations have become pressure cookers.

Organisations and political parties can make substantial gains from later stage executive coaching from the Synergist/Alchemist perspective. It is essential for senior executives and aspiring future leaders to transform their perspective on life and become fluent co-creators in shaping their organisation and the communities they serve. Post-conventional vertical leadership development enables us to realize our potential to generate an economic and social transformation, redeem peace of mind, restore shared wellbeing and renew our world so that we all thrive and flourish.

The higher our self-expression and the deeper our self-awareness, the richer our life experience and the greater our soul evolution. ~ Antoinette Braks

 

To become a more innovative leader, you can begin by taking our free leadership assessments and then enrolling in our online leadership development program.

Check out the companion interview and past episodes of Innovating Leadership, Co-creating Our Future, via iTunes, TuneIn, Stitcher, Spotify, Amazon Music, Audible,  iHeartRADIO, and NPR One.  Stay up-to-date on new shows airing by following the Innovative Leadership Institute LinkedIn.

 

About the Author

Antoinette Braks is a thought leader in Vertical Leadership Development and a Master Certified Executive Coach with greater than 3,500 coaching hours with over 250 strategic leaders from across the private and public sectors. She has a proven track record in expediting rapid shifts to later stages enabling strategic leaders and executive coaches to realise transformative outcomes. She is renowned for enabling executives to transcend the turmoil and cut through complexity, trust emergence and navigate uncertainty, and transform their world to spark ingenuity.

Antoinette’s expansive StageSHIFT coaching approach incorporates strategic systemic organisational leadership, evolution and transformation, and personal holistic leadership based on psychodynamics, reframing narrative and shadow resolution, while realising the highest aspirations in life, career and business.

Her corporate background includes C-suite leadership of People and Culture with Vector NZ during the merger integration of their gas and electricity businesses, Director of Strategic Culture Transformation at Businesslink NSW Australia and Regional Strategic HR Management with Shell International Latin America and Africa. Antoinette also led Leadership Capital Solutions for Korn Ferry Asia Pacific and consulted with Hudson Talent.

As well as a Master Executive Coach, Antoinette is a strategic facilitator, leadership consultant, coaching supervisor, and conference presenter. She presents at Coaching, Leadership and Integral Conferences to share her unique insights into the non-linear spiral nature of vertical leadership development to later stages e.g. the Spectrum Stage Shift, the 2-Step Square Dance and Vertical Development Theory based on her PhD research.

Her new book, Executive Coaching in Strategic Holistic Leadership: The Drivers and Dynamics in Vertical Development, will be published by McGraw Hill in May 2020.

Antoinette has an MBA from London Business School, has submitted her PhD thesis in Vertical Leadership Transformation, and studied the Oxford Brookes Professional Certificate of Advanced Study in Coaching Supervision.

Antoinette.Braks@Join-the-SHIFT.com

www.stageshift.coach

Photo by Markus Spiske