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Paul R. Yost

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Beschreibung

Real Time Leadership Development provides research and practices-based guidance and tools for leaders to use to fully leverage experience-based development for their own growth and to build the next generation of leaders in their organization. * Teaches you how to identify the key experiences, competencies, and relationships that are critical in the development of current and future leaders. * Answers the question "Leadership for the sake of what?" by helping you identify your leadership principles and think about your legacy. * Provides guidance on organization-wide metrics such as employee surveys, succession management metrics, and performance development plan audits. * Includes "Taking Action" sections that provide tools for developing future talent in individuals, teams, and organizations. * Discusses relevant books, articles, and research studies that deepen your understanding of the subject matter.

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Veröffentlichungsjahr: 2011

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Contents

Foreword: Getting Development Out of the Little Box at the End of a Form

Series Editor’s Preface

Preface: Your Job is the Classroom!

Acknowledgements

Part I: Building Your Leadership Pipeline

Chapter 1: Linking Business Strategy and Experiences

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 2: Linking Business Strategy and Competencies

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 3: Linking Business Strategy and Relationships

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 4: Talent Management Metrics to Watch

The Challenge

The Bottom Line

Taking Action

To Learn More

Part II: Capturing the Lessons

Chapter 5: Stepping into the Unknown

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 6: Stretch Assignments

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 7: Navigating the Experiences

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 8: Real Time Reflection

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 9: When Leaders Derail

The Challenge

The Bottom Line

Taking Action

To Learn More

Part III: Drawing on Other People

Chapter 10: Development Conversations

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 11: Role Models

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 12: Mentoring

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 13: Building Your Network

The Challenge

The Bottom Line

Taking Action

To Learn More

Part IV: Building Experiences into Talent Management

Chapter 14: Individual Development Plans

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 15: Performance Management

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 16: High Potential Programs

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 17: Succession Management

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 18: Leadership Training Programs

The Challenge

The Bottom Line

Taking Action

To Learn More

Part V: Moving from Success to Significance

Chapter 19: Transitions

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 20: Leadership Principles

The Challenge

The Bottom Line

Taking Action

To Learn More

Chapter 21: Legacies

The Challenge

The Bottom Line

Taking Action

To Learn More

Conclusion: The Bottom Line

The Challenge

For Your Development

For Your Team’s Development

For Your Organization’s Development

Notes

Preface: Your Job is the Classroom!

Chapter 1: Linking Business Strategy and Experiences

Chapter 2: Linking Business Strategy and Competencies

Chapter 3: Linking Business Strategy and Relationships

Chapter 4: Talent Management Metrics to Watch

Chapter 5: Stepping into the Unknown

Chapter 6: Stretch Assignments

Chapter 7: Navigating the Experiences

Chapter 8: Real Time Reflection

Chapter 9: When Leaders Derail

Part III: Drawing on Other People

Chapter 10: Development Conversations

Chapter 11: Role-Models

Chapter 12: Mentoring

Chapter 13: Building Your Network

Chapter 14: Individual Development Plans

Chapter 15: Performance Management

Chapter 16: High Potential Programs

Chapter 17: Succession Management

Chapter 18: Leadership Training Programs

Chapter 19: Transitions

Chapter 20: Your Leadership Principles

Chapter 21: Your Legacy

References

Index

Praise for Real Time Leadership Development

“This book is a highly accessible, comprehensive compendium of leadership development strategies and a ‘must read’ for anyone trying to improve his or her own skills or those of another.”

Nancy T. Tippins, Senior Vice President and Managing Principal, Valtera Corporation

“Drs. Yost and Plunkett have achieved a great feat - delivering practical developmental advice that is rooted in research. I highly recommend their book to anyone who wishes to develop stronger leadership skills.”

Robert E. Lewis, PhD, Director, APT, Inc.

“Mary Mannion Plunkett and Paul Yost did something remarkable in the exploration of leadership and career development: they asked leaders themselves about development experiences; they did it in a systematic and scientific way; they applied it to a diagonal and diverse slice of company managers; and they tracked careers through a longitudinal study over many years. Real Time Leadership Development provides unique insight into seminal career events that produce real learning, provoke actual behavior change, and cause leadership evolution. It also shows real insight into the responsibility of leaders (and the tools they can use) to develop successors.

We should have known this all along; ask a retired executive what she/he remembers of their career and rarely will you hear about a course they took or a book they read. Mostly they will recall the challenges they experienced in their first staff assignment where they had responsibility without authority; the time they presided over a task force to fix something that was broken; the time they gave themselves a failing grade (even if the organization gave them a pass) for lacking the courage to speak truth to power; and so on.

Real Time Leadership Development is more than a distillation of career change pointers from the authors’ own research. In it you will also find best practices in traditional tasks of leadership development: performance management, mentoring, networking, leadership training, high potential and succession management, and systematic human resource development.

Kudos to Mary and Paul for shining a spotlight of facts and data on previously mysterious and opinion-laden processes, and on what stimulates authentic evolution of leadership potential latent in most of us. And for providing useful, easily assimilated tools and processes in an accessible format to implement best practices they have seen in human resource and leadership development.”

Peter M. Morton, VP Leadership Development (retired), The Boeing Company; VP Human Resources (retired), Boeing Commercial Airplanes

Talent Management Essentials

Series Editor: Steven G. Rogelberg, Ph.D

Professor and Director Organizational Science, University of North Carolina - Charlotte

Senior Advisory Board:

Eric Elder, Ph.D., Director, Talent Management, Corning IncorporatedWilliam H. Macey, Ph.D., Chief Executive Officer, Valtera CorporationCindy McCauley, Ph.D., Senior Fellow, Center for Creative LeadershipElaine D. Pulakos, Ph.D., Chief Operating Officer, PDRI, a PreVisor CompanyDouglas H. Reynolds, Ph.D., Vice President, Assessment Technology, Development Dimensions InternationalAnn Marie Ryan, Ph.D., Professor, Michigan State UniversityLise Saari, Ph.D., Direct, Global Workforce Research, IBMJohn Scott, Ph.D., Vice President, Applied Psychological Techniques, Inc.Dean Stamoulis, Ph.D., Managing Director, Executive Assessment Practice Leader for the Americas, Russell Reynolds Associates

Special Features

Each volume contains a host of actual case studies, sample materials, tips, and cautionary notes. Issues pertaining to globalization, technology, and key executive points are highlighted throughout.

Titles in the Talent Management Essentials series:

Performance Management: A New Approach for Driving Business Results

Elaine D. Pulakos

Designing and Implementing Global Selection Systems

Ann Marie Ryan and Nancy T. Tippins

Designing Workplace Mentoring Programs: An Evidence-Based Approach

Tammy D. Allen, Lisa M. Finkelstein, and Mark L. Poteet

Career Paths: Charting Courses to Success for Organizations and Their Employees

Gary W. Carter, Kevin W. Cook, and David W. Dorsey

Mistreatment in the Workplace: Prevention and Resolution for Managers and Organizations

Julie B. Olson-Buchanan and Wendy R. Boswell

Developing Women Leaders: A Guide for Men and Women Organizations

Anna Marie Valerio

Employee Engagement: Tools for Analysis, Practice, and Competitive Advantage

William H. Macey, Benjamin Schneider, Karen M. Barbera, and Scott A. Young

Online Recruiting and Selection: Innovations in Talent Acquisition

Douglas H. Reynolds and John Weiner

Senior Executive Assessment: A Key to Responsible Corporate Governance

Dean Stamoulis

Real Time Leadership Development

Paul R. Yost and Mary Mannion Plunkett

This edition first published 2009

© 2009 Paul R. Yost and Mary Mannion Plunkett

Blackwell Publishing was acquired by John Wiley & Sons in February 2007. Blackwell’s publishing program has been merged with Wiley’s global Scientific, Technical, and Medical business to form Wiley-Blackwell.

Registered Office

John Wiley & Sons Ltd, The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, United Kingdom

Editorial Offices

350 Main Street, Malden, MA 02148-5020, USA

9600 Garsington Road, Oxford, OX4 2DQ, UK

The Atrium, Southern Gate, Chichester, West Sussex, PO19 8SQ, UK

For details of our global editorial offices, for customer services, and for information about how to apply for permission to reuse the copyright material in this book please see our website at www.wiley.com/wiley-blackwell.

The right of Paul R. Yost and Mary Mannion Plunkett to be identified as the author of this work has been asserted in accordance with the Copyright, Designs and Patents Act 1988.

All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording or otherwise, except as permitted by the UK Copyright, Designs and Patents Act 1988, without the prior permission of the publisher.

Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books.

Designations used by companies to distinguish their products are often claimed as trademarks. All brand names and product names used in this book are trade names, service marks, trademarks or registered trademarks of their respective owners. The publisher is not associated with any product or vendor mentioned in this book. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold on the understanding that the publisher is not engaged in rendering professional services. If professional advice or other expert assistance is required, the services of a competent professional should be sought.

Library of Congress Cataloging-in-Publication Data

Yost, Paul R.

Real time leadership development/Paul R. Yost and Mary Mannion Plunket.

p. cm. - (Talent management essentials)

Includes bibliographical references and index.

ISBN 978-1-4051-8675-9 (hardcover: alk. paper) - ISBN 978-1-4051-8667-4 (pbk.: alk. paper)

1. Leadership. 2. Executive ability. I. Plunket, Mary Mannion. II. Title.

HD57.7.Y67 2009

658.4′092-dc22

2008046993

Foreword

Getting Development Out of the Little Box at the End of a Form

Some years ago I was asked to review 200 development plans generated by high potential managers and their bosses at a Fortune 100 corporation long considered a benchmark for developing executive talent. The development plan was one part of a fairly typical performance appraisal form. The form was two pages in length and started with a list of specific business objectives on which the person was rated from “far exceeded expectations” to “below expectations,” followed by a routine list of competencies rated from 1 (low) to 5 (high), then a section for comments. At the bottom of the second page was a box labeled “development plan.” My task was simply to read the plans and see if I thought they were effective.

The company, though extremely well regarded for its development of managerial talent, clearly was not living up to its reputation through what was in those little boxes. First of all, most of them were empty. Of those containing an entry, the most frequent plan was a stated intention to do more or less of something (for example, communicate more, be less autocratic) or to attend one of the many courses offered by the company or by an outside vendor. Only occasionally was someone to get a coach, and rarely did anyone mention a job assignment or project as a developmental activity. Not all company development plans are confined to a little box on the last page of the appraisal form, but they often share the characteristics I saw in this sample. They are superficially done, almost exclusively about participating in programs, encompass six months to a year in duration, and are unconnected in any meaningful way to the strategic aims of the business. And - not that it matters for such plans - rarely is anyone held accountable for their implementation or success.

It was over two decades ago now (perish the thought!) that we began at the Center for Creative Leadership to explore how executives developed through experience. That work, which identified 16 types of experience and the lessons they could teach, has been replicated in numerous organizations in the United States and abroad. The accumulated evidence makes a solid case that superficial activities have little developmental impact and that challenging experiences, not programs, should drive the executive development process. Subsequent work has identified what makes experiences powerful, suggested ways that developmental experiences can be linked to the business strategy, and conjectured about how to help people learn from the experiences they have. The resulting conceptual model of development offers an alternative to the vacuous box at the end of the appraisal form, an approach based on the systematic use of experience to develop the leadership talent required to execute the business strategy.

The problem was that it was mostly conceptual. To be sure, pieces and parts had substantial empirical support, but missing was the boldness to apply the ideas in an organization and the patience to develop the tools people needed to make effective use of their experiences. That missing piece is precisely what Paul Yost and Mary Mannion Plunkett have provided in this remarkable book. In their work across several organizations, they not only have identified the experiences that matter and what can be learned from them, they also have developed a framework and the tools needed to put that knowledge to use. They offer a concrete way for individuals to grow and develop at the same time they are running the business.

No one can make someone else grow, and no one cares as much about growth as the person it benefits most. For that reason the authors decided that the best place to start was with people who wanted to develop themselves. But when it came to how to empower individuals to take charge of the process, the authors (despite their knowledge of what the significant experiences are) essentially had to start from scratch. Adding to the challenge, they were trying to get the attention and commitment of busy, pragmatic, action-oriented people who weren’t always receptive to the garden-variety human resources fruit salad of offerings. Therein lies the genius: Not only did they generate a strategically relevant, data-based understanding of experiences and the lessons they offer, presented in managerial language, but they were able to develop a set of fun and easy-to-use tools, create a need for those tools, and then make them available.

What you will find in the pages ahead goes a long way toward getting rid of the box at the end of the form. There are questions that will help individuals understand how the business strategy links to development, think through their own sense of purpose and what they hope their legacies to be, and consider the balance they want between work and the rest of life, thus breaking out of the parochial and ineffective year-at-a-time perspective on development. There are other exercises that guide self-assessment and diagnosis not only of development needs but also how to use one’s strengths to leverage development. There are guides to help with analyzing one’s network and using other people as resources, and a section devoted to the interaction between the boss and the developing person. In short, a person who takes this book seriously will end up with a serious development plan that, if carried out, will make a real difference. There is nothing superficial about the development plans that result from using these tools (though creating a plan is fun because the questions are interesting and there are frequent self-scoring questionnaires planted strategically along the way).

A final note about the authors. Both Paul and Mary are industrial-organizational psychologists, a fancy way of saying scientists who are trained to take a research-based approach to understanding people and organizations. Don’t let the easy-to-digest way this book is written fool you. This material rests on a solid behavioral science foundation and years of intensive work on the part of the authors with unprecedented involvement by a large sample of managers and executives. It is a real testament to their skill that they have been able to translate the knowledge gained from their research into such a helpful collection of tools and guides for developing talent.

Morgan McCall, Professor of Management and Organization, Marshall School of Business, University of Southern California

Series Editor’s Preface

The Talent Management Essentials series presents state-of-the-art thinking on critical talent management topics ranging from global staffing, to career pathing, to engagement, to executive staffing, to performance management, to mentoring, to real-time leadership development. Authored by leading authorities and scholars on their respective topics, each volume offers state-of-the-art thinking and the epitome of evidence-based practice. These authors bring to their books an incredible wealth of experience working with small, large, public, and private organizations, as well as keen insights into the science and best practices associated with talent management.

Written succinctly and without superfluous “fluff,” this series provides powerful and practical treatments of essential talent topics critical to maximizing individual and organizational health, well-being, and effectiveness. The books, taken together, provide a comprehensive and contemporary treatment of approaches, tools, and techniques associated with Talent Management. The goal of the series is to produce focused, prescriptive volumes that translate the data- and practice-based knowledge of I/O psychology and Organizational Behavior into practical, “how to” advice for dealing with cutting-edge organizational issues and problems.

Talent Management Essentials is a comprehensive, practitioner-oriented series of “best practices” for the busy solution-oriented manager, executive, HR leader, and consultant. And, in its application of evidence-based practice, this series will also appeal to professors, executive MBA students, and graduate students in Organizational Behavior, Human Resources Management, and I/O Psychology.

Steven Rogelberg

Preface

Your Job is the Classroom!

Research over the past two decades consistently indicates that over 70 percent of your development as a leader occurs on the job in trial-by-fire experiences that push you to the edge of your comfort zone.1 The purpose of this book is to provide guidance and tools that you, as a line manager or human resource (HR) professional, can use to develop yourself, develop your team, and build an organization where leaders at all levels are using experience to drive their development.

We have called the book Real Time Leadership Development because we believe most development occurs in the moment - while leaders are running the business. Unfortunately, much of this learning is haphazard. Sometimes leaders pass up or overlook opportunities to accelerate their development. Sometimes they are in the right jobs but they are so busy running the business that the lessons pass them by. In the most unfortunate cases, they finish the experience and are worse leaders on the other side because they took away the wrong lessons. Our experience is that running the business and developing leadership capabilities are not two separate tasks; they can occur simultaneously if leaders put themselves into the right challenges, create rich learning environments, and pause long enough to make sure they are capturing the lessons along the way.

Furthermore, as a senior leader or HR professional, a big part of your job should be to develop future leaders in your organization, and you probably leave the office at night thinking that you are not doing enough. You know that you don’t spend nearly enough time developing others or developing yourself. What would be really helpful is figuring out how to develop leaders and drive the business at the same time.

And you don’t really have time to read a lot of books. What you really want is a resource with some straightforward ideas, based on research that cuts to the chase, puts key points in bold, and includes simple checklists you can use personally and pass on to others. You would like a book that is written in the language of leaders, not academics, so you don’t have to translate the ideas but can focus on applying them. If you are in HR, you would like suggestions that complement and enhance your current talent management initiatives.

We have focused on general principles that will apply in a variety of situations, across multiple companies. We have avoided guidance that is contingent; that is, advice that is only applicable to leaders in certain types of companies or applicable in some situations but not others. There are, of course, many contingencies, but our book focuses on the ideas and actions that every leader should be considering as they think about their own development and the development of the leaders in their organization.

When considering development, leaders need to think and operate on three levels: (1) developing themselves, (2) developing their teams, and (3), if in a senior leadership role, developing managers throughout the organization. Good leaders model what they expect of others and this includes personal development. But modeling alone isn’t enough. Leaders also need to think about and invest their time to develop the people who report to them. At senior levels, the challenge is to put systems in place that will develop strong leaders throughout the organization. In each chapter, we address all three of these levels with specific actions that can be taken at each of them.

To help accomplish this goal the chapters and tools in this book are written so they are “sneezeable”; that is, they are self-contained so you can easily pass them on to others, and they catch them like a cold. Our hope is that as the managers in your organization see these tools they can use the ideas to accelerate their development, and “sneeze” them to others who use them to develop the people around them. We have written chapters that are short, topical, and independent so you can focus on the subjects that are most important to you or, if interested, can read the book from front to back to develop a full understanding of real time leadership development.

We have kept all these criteria in mind as we chose the topics and wrote the chapters. The chapters are designed to flow logically, but can be read in any order. In Part I: Building Your Leadership Pipeline, we discuss how, based on your business strategy, you can identify the experiences, competencies, and relationships that will be needed by future leaders in your organization. We finish this section with a discussion of the metrics that you can use to assess how effectively you are developing leaders and employees throughout your organization. In Part II: Capturing the Lessons, we discuss how leaders can capture the many lessons that are likely passing them by every day. We focus on how leaders can identify stretch assignments, navigate through them successfully, and emerge as better leaders on the other side. In Part III: Drawing on Other People, we focus on the critical role that other people can and should play in a leader’s development. We discuss how leaders can get the most out of these relationships. In Part IV: Building Experiences into Talent Management, we discuss how to make sure all of your talent management systems support on-the-job development, and why it’s important to do so. In Part V: Moving from Success to Significance, we address the question that all leaders eventually ask themselves: “Development for the sake of what?” Leadership, at its best, is never for its own sake. Leadership is always in relationship to others. Leaders want to make a difference, to do things that matter, to serve, and to have a lasting impact.

Within each chapter, you will find four sections: The Challenge, The Bottom Line, Taking Action, and To Learn More.

The Challenge. Today’s leaders and HR professionals face tremendous challenges. Almost all organizations today, big and small, are facing rapidly changing, complex environments. Organizations need employees who are able to grow and adapt to meet everchanging demands. In this section, we discuss the challenges that you face in trying to develop yourself and others in such a fastpaced environment.The Bottom Line. In this section, we highlight the three to five most important things you need to know about the topic based on two criteria: (1) what does the research in industrial-organizational (I-O) psychology tell us about this topic? and (2) what can you do that will make the greatest difference in your development and in the development of leaders in your organization?Taking Action. As every executive knows, knowledge by itself is never enough - action is ultimately what really matters. In this section, we discuss the actions that you can take personally, with your team, and in your organization to develop future talent. We address issues which affect both your development and the development and growth of others in your organization. Both are important for business success.To Learn More: Any of the topics discussed could be expanded into a whole book, and in fact, many of them are! Therefore, in each chapter, references are provided to deepen your expertise in the subject matter. We’ve focused on readings that are research-based and written for business leaders. We have included a mixture of books, articles, and in a few cases, interesting research studies.

We have worked to create a book that doesn’t require you to add yet another task to your already busy day because, quite honestly, if you are like most leaders, there just isn’t any room. Our hope is that the suggestions in the book can be easily integrated into the work you are already doing. For example, if you are a line manager, you might want to read a chapter every week and look for ways to incorporate it into your daily work. To develop your direct reports, you could give copies to your team, assigning and discussing selected chapters during your staff meetings. If you are an HR professional, the content is designed to complement your ongoing talent management processes. For example, this book could be given to leadership development program participants to promote continued development beyond the classroom. The checklists and tools throughout could be modified and adapted to enhance the performance management and employee development processes in your organization, moving the system from “some paperwork that HR says I have to do” to become a set of resources and tools that managers and employees want to use.

We hope you find the book helpful in your own development, in the development of your team, and in releasing the leadership potential in your organization.

Acknowledgements

We would like to thank our families: Sheryl, Jessica, and Jared Yost and Edward, Sean, and Colin Plunkett. Without their encouragement, support, and patience, this book would not have been written.

We would also like to thank all the leaders we have worked with over the years who have taught us about leadership development, especially Peter Morton, Lisa Saari, Tim Hall, Tanya Clemens, Joe Haupt, and Dave Ross. We would also like to thank Miller Adams, Mary Armstrong, Kelli Asbjornsen, Conrad Ball, Richard Baniak, Bill Baragar, Norm Bartlett, Rhonda Beaubien, Lisa Beers, Linda Bellerby, Roger Besancenez, Stephen Birell, Jim Biteman, Steven Bjorkman, Marian Black, Carla Bowman, Sheila Boze, Cheryl Braverman, Veronica Brooks, Greg Burton, Laura Cain, Mike Calandro, Christian Callahan, Ian Cannon, Jeffrey Caracillo, Leanne Caret, Teresa Carleton, Paul Cejas, Barbara Claitman, Linda Clarke, Daniel Collins, Garth Cook, Elizabeth Covert, Will Crawford, Cheryl Cunha, Marc DeBord, Jack Dougherty, Stephen Duffield, Clare Elser, Geoff Evans, Kim Failor, Kathy Fenster, Rich Finck, Pat Finneran, Jr., Gary Fleming, Marcella Fleming, Debbie Gavin, Mark Gonske, Theresa Hebert, Lissa Hollenbeck, Jeffrey Hutson, Bonnie Jackson, John Judy, Trish Kelley, Alan Kidd, Dale Kohn, Janice Krieg, Rocky Kuhns, Robert Kurtz, Jonathan Lee, Charlotte Lin, Mark Lodge, Scott Malcolm, Chris-Jon Marlette, Gerald Martin, Sharon Masterson, Mike Maurer, Stacy McCarthy, Ronald McClain, Reed Morren, Patricia Mosier, Andrew Moskowitz, Janet Mower, Bill Munsch, Nancy Nicholas, Richard Noviello, Charlie O’Conner, James Ogonowski, Patricia Olsen, Mark Owen, Betty Pruitt, Velma Purser, Maria Randell, Rebecca Reason, Nancy Reeves, Melanie Reilly, Sandra Riley, Beanetta Roberts, Christopher Ross, Debbie Rub, Gail Sailer, Eric Sarkissian, Eric Schwartz, Sue Slattery, Tim Smith, Mike Stehno, Patricia Steinberg, John Steinmeyer, Roger Stropes, John Tarp, Bev Thompson, Suzi Tipton, Gordon Tucker, William Van Vleet III, Cynthia Vetsch, Ed Viau, Al Voss, Ken Westerfield, Michael Whipps, Janette Wilson, Susan Wirth, Christine Witte, Mike Woolley, Gina Woullard, Gary Wycoff, Ken Yata, Jim York, Bob Zibell, and David E. Zilz.

Special thanks to Steve Mercer who always challenged us to think bigger. We are grateful to Astha Parmar who provided valuable input on early drafts and the illustrations that appear in this book. We want to thank Glenna Chang who helped edit the final manuscript. And special thanks to the book series editor Steven Rogelberg for his insights during the process.

Our final thanks go to Morgan McCall. His research and thinking sparked our passion and commitment to ongoing leadership development. We consider our work part of his legacy.

Part I

Building Your Leadership Pipeline

If the research suggests that experience is the best teacher, then a leader’s job is the best classroom. That makes the task of developing future leaders easy, right? Just throw your best and the brightest into tough assignments and see who survives on the other side. Unfortunately, this strategy leaves a lot of carnage along the way, including several people who might have made great senior leaders if they had been given the right assignments and the right kind of support. The costs don’t stop there. “Survival of the fittest” as a succession management strategy guarantees that some of these leaders will damage the business on their way down and leave a hole in your leadership team. Ironically, the leaders who emerge on the other side won’t necessarily be the ones you want. All you will know is that they survived today’s challenges but you have little idea if they can meet tomorrow’s challenges. In fact, they are more likely to get stuck in the past - a one-trick pony, relying on the skills that got them to where they are now. This strategy might be okay if you run a business in a static environment but this isn’t the reality that most businesses face today.

Leadership development should be strategic, not random and unfocused. Haphazardly throwing leaders into stretch assignments is dangerous if you don’t have a clear vision of the future. Leaders need to know what they should be learning to make the most of any developmental opportunities. Even if leaders never change jobs, they will invest their time and effort more productively if they are provided a framework they can use to think about their development; they will be able to focus on experiences in their jobs that are important, the leadership competencies that they will need, and the kinds of relationships that will best develop them as leaders. Each of these three topics will be covered in turn.

In Part I, we discuss how you can identify the types of leaders that you will need to meet current and future business challenges, and how you can systematically identify the job elements that will best develop those leaders. We discuss how you can use the business strategy to identify the leadership experiences, competencies, and relationships that future leaders will need. Each chapter includes several specific actions you can take to develop yourself, to develop the people who report to you, and - if you are a senior leader or HR professional - to develop leaders throughout your organization. We conclude Part I with some talent management metrics you can use to assess the strength of the leadership and professional talent in your organization.

Chapter 1

Linking Business Strategy and Experiences

The Challenge

If you are like most leaders, you worry about the leadership strength in your organization. For example, you might be confident that you have managers who can execute against the current strategy, but are worried that they are not prepared to take the business in new directions. You might have young leaders with lots of potential, but they lack the insight and wisdom that only experience can bring. Or maybe you are worried you don’t have enough leaders who are ready to move into senior roles.

In the next three chapters, we discuss how you can identify the experiences, leadership competencies, and relationships that are most critical in the development of your future leaders. The three areas can be considered interrelated but distinct aspects of leadership development. Taken together, the experience, competency, and relationship taxonomies that you develop can become the framework that all leaders in the organizations can use to assess themselves and to identity what they can do to develop their leadership capabilities. We start with developmental experiences. Experiences are where leaders develop the competencies and the relationships that they need to be successful. The next question is obvious: What are the “right” experiences and where are they in my organization?

The Bottom Line

There are some simple, basic steps that you can take to identify the critical developmental experiences in your organization and turn the taxonomy into a set of tools that you, your team, and your organization can use to build future leadership capacity.

Figure 1.1 The foundations of leadership development

Start with the Business Strategy

The business strategy is always the place to begin. Most organizations already have this in place. If you are in a small company, everyone should know what this is. If you work in a division or department within a larger company, consider the role that your team plays in the overall strategy. If you don’t have a strategy, take the time to work with your team to clearly define the business you are in and the value you provide.1 Once you have a clear picture of where you are going, you can identify the kinds of leaders you will need to meet the future challenges and how future leaders will need to be different from the leaders you have in place today.

Don’t Reinvent the Wheel

Your business strategy provides the context for what is important. Next, it’s time to identify the experiences that will develop leaders who can achieve your business goals. Rather than trying to identify the experiences from scratch, start with the ones that have consistently emerged in research as the most critical in the development of leaders (see box below).

Find the Experiences that are Unique to Your Organization

Once you understand the business strategy and have reviewed the experiences in the box above, work with senior executives in the organization and/or members of your team to identify the 10-20 experiences that are most important in your organization. Several of the experiences are likely to be the same ones listed in the box, but others are likely to be unique to your business. For example, some of the unique experiences might include holding a leadership position in one of the key business units or functions or geographical locations specific to your organization. In an information technology (IT) company like Microsoft, critical experiences might include time in a technical leadership role, time in a sales and service leadership position, or experience in a global assignment. In a manufacturing company like Boeing, spending time in the commercial airplane and in the defense industry parts of the business will be important experiences for senior leaders.

Good to Know:

Core Leadership Development Experiences

Below are some of the experiences that have consistently emerged as key events in the development of leaders.2

First supervisory position: the first time a leader is formally required to manage a team and get things done through other people.

Start-ups: launching a new business venture and experiencing all of the phases of building a business from scratch.

Turning a business around: fixing or stabilizing a failing business.

Key business units or functional experience: experience in a key business unit or function within the organization. For example, in a technology company, this might include managing software developers. In a manufacturing company, this might include managing a production line.

Managing a larger scope: a significant increase in scope that includes expanding the functions or business lines being managed or moving to a more senior leadership level (e.g., moving from functional to business unit management) that requires advanced and significantly different leadership capabilities.3

Good/bad role models: exposure to a particularly good or bad role model. Most often this will be bosses but could include personal role models outside of work.

Lateral transitions: moving from a line position (e.g., leading a business unit) to a staff role (e.g., moving to corporate headquarters) or vice versa. This may also include moving from one department to another that is significantly different (e.g., from manufacturing to sales and service).

Failures/mistakes: experiencing a significant failure or mistake and learning the lessons that come with it.

Dealing with a problem employee: managing a poorly performing employee, including the need in many cases to eventually fire the person. This may be the first time a manager has to fire someone, or the removal of a highly visible senior leader later in one’s career.

Significant career change: significant transitions in one’s career such as taking a large career risk, moving to a new organization, or moving to a new industry.

Leadership training and development: participating in an executive and leadership development program, a job rotation program, or the pursuit of an advanced degree.

Personal life events: having experienced powerful personal events, outside of work, that led to a significant change in one’s approach to leadership including traumatic events such as illness, divorce, or the death of a family member or positive events such as early childhood experiences, student leadership, becoming a parent, or community service.

Global experience: working and living outside one’s home country in a job that requires leading people, teams, and organizations in a culture significantly different from one’s own.

Use the questions in the box below to identify the key experiences in your organization or department. In a larger company, interview senior executives to identify a short list of experiences. In medium to large organizations an HR professional can support this effort. In a smaller organization or within a single department, the senior leader of the group could simply meet with his or her leadership team to create the list.

Tips:

Identifying Key Experiences in Your Organization

The following questions can be used to identify the experiences that are most critical in the development of leaders in your organization. Talk to senior executives and other people who understand the current and future challenges facing the company. Other people to interview might include leaders working directly with key customers, high potential leaders in key business functions and geographies, and people in the strategy department.

Business Strategy

What makes this company successful (e.g., what is its sustainable, strategic advantage)?What kinds of leaders are needed today and what kinds of leaders will be needed in the future to maintain this advantage?What are the key business challenges that the company will face in the next three to five years? What are the experiences that will prepare leaders to face these challenges?

Key Experiences

What were the critical experiences in your development as a leader? Of those, which ones will continue to be critical for the next generation of leaders? What new experiences will be critical for the next generation of leaders?What business unit and/or functional experience will senior leaders need to meet future challenges?Of these experiences, which ones should come first; that is, which experiences are most important in the development of a leader early in his or her career?Which should come later; that is, which ones require the leader to be in a more senior position to get the full benefit of the experience?What else would you like to add?

Define the Experiences

The experiences need to be defined in enough depth for leaders to be able to use the definitions to assess themselves. For example, for a global experience to be most powerful, do leaders need to live in another country for it to “count” or can they manage global suppliers while living in their home country? How long do they have to be in the experience to really learn the lessons? What leadership capabilities should they develop in the experience and what lessons should they learn? The next box provides the kind of information that is important to include. The best way to develop the final definitions is to assign both a line leader and an HR partner the task. The line leader ensures that the language is right (e.g., relevant and business-focused). The HR partner ensures that the content is consistent with best practices and aligned with the talent management processes in the company.

Taking Action