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Tao of Collaboration: We all think ourselves straight shooters, good listeners, and people who appreciate and support each other. But saying so doesn't make it true.

Leader's Edge, April 2008

Fast Focus

  • Can't find success through collaborative efforts? Poppycock!
  • Practice the fundamentals: Listen generously, speak straight, be for each other, honor commitments and appreciate others.

There's much industry talk about the demise of the independent agency due to the aging of the insurance workforce and the dearth of new talent coming up through the ranks to take over our businesses. Is there some truth to this? Maybe. But let me be contrarian and say, Bunk! And furthermore, Hogwash!

Or, to put it in today's language: That's wack!

There's no truth to the rumor that we're all getting too old and there's nobody to take over for us. We are simply not approaching the question properly.

You're never too old to listen, or to mentor, or to praise a job well done. You're never too young to speak honestly, or to follow through, or to support your co-workers.

Sounds simple, right? As the leader of your firm, simply putting those ideas into action can bridge the gap between your, ahem, mature staff and those more recent members doing the front-line work. It's a matter of being inclusive and aligning all team members toward the same objective. In a word, collaboration.

In last month's "Financial Aficionado" article, I explored a list of 30 fundamentals that an extremely successful firm uses to define its culture. Among those are five core commitments and practices known as "The Collaborative Way." Let's explore that further.

The Collaborative Way

"The Collaborative Way" is not a new-wave trend. Rather, management consultant Lloyd Fickett created it over a two-decade period while consulting with privately held firms going through rapid growth, mergers and acquisitions, competitive challenges and other market pressures. (Sound like the insurance industry?) From Fickett's work, The Collaborative Way emerged as a powerful structure for creating an environment of collaboration, and it has given companies an essential competitive advantage.

Lloyd Fickett & Associates developed the concepts when working with a client, Rodel, a company providing products for the silicon computer chip industry. The owners of Rodel recognized that the growth rate and strategic nature of their market meant they would soon face bigger competitors with more resources. (Sound like your dilemma?) Spurred by this situation, a new way of working together emerged at Rodel that would give the company the edge when facing tough new competitors and enable Rodel to remain the leader in its market.

For further information about the history of The Collaborative Way and Lloyd Fickett & Associates, visit www.collaborativeway.com. And add to your "must read" list the book, The Collaborative Way—A Story About Engaging the Mind and Spirit of a Company, by Lloyd Fickett and Jason Fickett.

Collaborative Practices

In its simplest form, The Collaborative Way is creating an environment that provides mutual understanding and a common language for the workplace, thereby producing a powerful structure for ongoing coaching and learning.

It includes five key practices that enable people to work powerfully together as a team.

They are:

  1. Listening generously
  2. Speaking straight
  3. Being for each other
  4. Honoring commitments
  5. Acknowledgment and appreciation.

These five practices are deceptively simple because so many people deceive themselves into thinking that they do them. We all want to think we're straight shooters and good listeners, that we appreciate and support each other, and that we always honor our commitments. But saying as much is not enacting The Collaborative Way. The key to success is weaving these tenets into the company's focus and organizational direction. Just as we must do when enacting a strategic plan, we must clearly define and work from common short- and long-term objectives and goals.

Before you get into living those five fundamental tenets, start by developing the company's focus and direction, and into that mix add inclusion and alignment.

Inclusion. The ability to include your employees in the big picture is critical. As in any strategic planning process, the inclusion of others in the decision-making process results in better and more informed decisions. Being inclusive also makes it easier to gain the support to implement decisions and reinforces employees' ownership and accountability.

Alignment. Building alignment with employees versus forcing management's view or decisions on key matters is also critical to collaborative success. Alignment must become the standard mode of operation for any firm.

Five Points to Better Business

So now we come to the five fundamental points. Once you've said poppycock to the notion that your business is on the skids and you've put in place the basic framework for a collaborative success, you must develop habits and work practices that enable the framework to, well, work. It's a matter of weaving these five interpersonal practices into your inclusive, well-aligned work activities.

  1. Listening generously. Most people listen by habit, meaning they hear only what they want to hear, which is what supports their own view. This is a sure way to destroy the ability to work together. When collaboration is called for, our natural tendency is to argue against each other and try to sell our own idea. It often results in a no-win scenario.

    Conversely, listening generously addresses the shortcomings in the way we normally listen. The Collaborative Way counsels that we must learn to listen for the contribution in each other's speaking versus listening from our own assessment, opinions and judgments. The ability to learn to listen creates an environment of mutual support throughout the company that results in:

    • Giving our full attention to the speaker
    • Being curious and willing to be influenced
    • Setting aside our prejudices, preconceived notions and conclusions
    • Not waiting for an opening to argue our point nor thinking about a rebuttal.

    Benefits include coming more quickly to good ideas and more-informed decisions, and then implementing them more quickly. Listening generously also makes productive use of conflict, leaves fewer mistakes and misunderstandings, and creates a greater understanding of customers' needs.

  2. Speaking straight. The way we speak generally involves "playing it safe," and going for that safety results in vague or false impressions. If you hold a meeting without productive conflict, due to insufficient input or management believing that they have buy-in from key team members, you very often will reach a bad decision. However, the realization that a bad decision has been made is not determined until after that decision has been enacted, which affects morale and productivity. Speaking straight means to speak honestly in a way that puts forward what we are up to. Make clear and direct requests. Be willing to surface ideas or take positions that may result in conflict when it's necessary to reach our objectives. The practice of speaking straight gives companies the ability to deal with issues head-on, which leads to faster and more effective decision making and, in turn, improves productivity. The support and practice of speaking straight will result in:
    • Speaking up when we have something relevant to contribute
    • Speaking honestly while making a contribution
    • Bringing up issues that need addressing, even at the risk of conflict and discomfort
    • Making clear, direct requests and getting committed responses.

    One benefit is a more productive meeting. Also, a higher quality of collaborative thinking will result in better decisions. By dealing with the real issues up front, initiatives will be implemented faster. Employees will feel respected and part of the team.

  3. Being for each other. Mutual support and teamwork are the bedrock of a company's success, yet we often focus on personal success. This results in competing with each other, rather than working as a team for the overall benefit of the company. If things go wrong, we're faced with the "blame game" instead of focusing on solving the underlying problem.

    "Being for each other" means supporting each other's success. Each staff member needs to operate from the point of view that we're all in this together and that it is not our goal for one person to "win" at the expense of someone else or to the detriment of the enterprise itself. We need to inspire everyone to look for each other's greatness and instill the desire for each person to provide rigorous support to the others when needed. The result will be a stronger work environment and a stronger company. Committing to this practice will make a significant difference and result in:

    • Support for each other's success
    • Re-direction of gossip into productive discussions
    • Quick and efficient addressing of performance issues
    • Quick cleanup of issues or misunderstandings that affect working relationships.

    Benefits of being for each other include a better focus on the true competition—other companies—rather than competing internally against each other. Your people will work better as teams, and it will be a healthier environment for attracting and retaining talent. Finally, employees will feel respected and part of a team.

  4. Honoring commitments. When commitments are not honored, it is human nature to get defensive and once again play the "blame game." Morale plummets and cynicism rises. The word "honor" itself is sullied. A surefire way for a team to lose its momentum and drive is to let commitments slip and not deal with them.

    Does this sound familiar? "Well, if he did not meet the deadline, why should I?" Honoring commitments simply means you will do what you say you're going to do when you say you're going to do it. End of story. However, if (or when, because it is inevitable) a commitment cannot be fulfilled, others dependent upon that commitment must be notified early, and a new commitment must be agreed upon.

    The practice of honoring commitments provides a powerful tool for accomplishing individual, team and company goals. Honoring commitments holds people to a higher standard and means taking responsibility for that commitment from conception to realization and all steps in between. It means acknowledging and addressing breakdowns. This standard is required from both sides of the commitment; both the maker and the recipient are active participants in its success or failure. The environment you create by practicing honoring commitments results in:

    • Ensuring that only clearly defined commitments are made
    • Immediately communicating when fulfillment of a commitment is at risk
    • Quickly and effectively addressing commitments that are not kept
    • Effectively supporting each other in fulfilling commitments.

    When commitments are honored, a prime benefit is greater effectiveness at implementing change. You create a winning environment that people want to work in. Higher productivity ensues, due to greater cooperation among employees and among business units. Customer satisfaction increases.

  5. Acknowledgment and Appreciation. People feel unappreciated when there is little acknowledgment, and they tend to do only the things they have to do. They are unlikely to take on bigger tasks or the riskier roles that could be critical to the company's productivity and innovation. Lack of appreciation also contributes to the unproductive complaining that people do about their jobs, their work environment and their co-workers.

    Conversely, positive feedback is a tremendous energy source. Regularly give, receive and ask for meaningful appreciation and acknowledgement. Establishing acknowledgment and appreciation in a company is key to realizing the full potential of the workforce. Acknowledgment and appreciation are most powerful when everyone in a company is looking to give kudos to others, regardless of the direction. When acknowledgment and appreciation becomes a company-wide practice, people will:

    • Give acknowledgment that is specific and meaningful
    • Receive acknowledgment openly and express thanks
    • Request acknowledgment be given when they notice it missing somewhere else in the company
    • Take on things they would not normally do.

    From this, many benefits accrue. They include a more committed and energetic workforce, a more satisfying and positive work environment, the ability to attract and retain top talent, and increased effectiveness in implementation of change.

    Where is your agency on the demise curve? Is it helplessly mired in the spiral of an aging workforce with no one being groomed to take over? Horse hockey! Take a lesson from The Collaborative Way, and you can build an operation that will be dynamic, responsive and supportive. I challenge you to try these methods and see if you don't experience enhanced productivity and innovation, improved loyalty and satisfaction, and better results and profits.