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The Approachable Leader:
Communication Techniques That Bring Out the Best
IABC 2011 Employee Communications Conference
Breakout Session 1
Linda Dulye, president/founder, Dulye & Co.
Outcomes
Focus:
 Leader as
 Communicator

Takeaways:
  A model with practical
  tips, tools and
  practices for you to
  bring to your execs
  (don‟t do it for them!)


    © 2011 Dulye & Co.
       www.dulye.com        2
Sound Familiar?


   ―We are primarily an
   engineering organization,
   where soft skills are not as
   prized as technical skills,
   even in
   management.‖
    © 2011 Dulye & Co.
       www.dulye.com              3
Huge Opportunity to Add Value




                        Why?
   © 2011 Dulye & Co.
      www.dulye.com             4
#1 Workplace Challenge

Ensuring employees remain
engaged & productive
             --- 2011 “What‟s Keeping HR Leaders Up at Night?” survey




    © 2011 Dulye & Co.
       www.dulye.com                                                    5
Approachability Drives Engagement & Productivity

Strong tie to bottom line!

         For every        1% percent gain in an
     executive‟s time spent with at least one
    (company) insider, productivity advanced

                           2.14%             .

                            --- 2011 Harvard Business School research


     © 2011 Dulye & Co.
        www.dulye.com                                                   6
The Approachable Leader Model



                        Game Plan

                        Equipment

                        Scoreboard

   © 2011 Dulye & Co.
      www.dulye.com                 7
Basis for Our Model
               Employee Engagement




               2-Way Communications




               Pulse Check Measurementℱ




               Leadership Development




   © 2011 Dulye & Co.
      www.dulye.com                       8
Sound Familiar?

―We don’t have any
 standard
 (communication)
 process.
We just assume that
 managers know what to
 do.‖
   © 2011 Dulye & Co.
      www.dulye.com      9
Game Plan




                         Vision
                         1
                         Team
                         Strategy

    © 2011 Dulye & Co.
       www.dulye.com            10
Change Views and Perspectives about Communications



   Clear Vision of
   Where

   and

   What it Takes
   to Get There



    © 2011 Dulye & Co.
       www.dulye.com                            11
New Vision: Degree of Difficulty
Harder than ever to connect and make an impact!




          Average U.S. worker receives 200+ e-mails,
            phone calls, text messages EVERY DAY!
    © 2011 Dulye & Co.
       www.dulye.com                                   12
New View: Interactivity

                  Tell:
                 Outgoing
                 message
                              Transition from
                               cascades to cycles

                2-way,        Emphasize listening
                closed         and learning
                 loop
                              Create capability and
                               culture for direct
         Listen/Learn:         feedback and
          Incoming feedback    dialogue


   © 2011 Dulye & Co.
      www.dulye.com                                   13
New View: Not an Event



    Continuous
    Repetitive
    Measurable




    © 2011 Dulye & Co.
       www.dulye.com     14
New View: Takes More Than One Department




    Shared ownership
    © 2011 Dulye & Co.
       www.dulye.com                       15
Job Responsibilities: Gov‟t Agency Case Study
Leader as Communicator:
 Reinforce and relate key messages
 Provide context for change and decisions
 Facilitate open dialogue within and between work
 groups
 Listen to and learn from the different views and
 voices
 Respond to and act on direct feedback
 Model the message: Say = Do

Partner with HR to establish consistent responsibilities in
 your organization‟s performance management system.
   © 2011 Dulye & Co.
      www.dulye.com                                       16
Core Practices: Defense Contractor Case Study

  Formal Practices
  ‱ Staff Meetings
  ‱ Town Hall Meetings
                                 Establish a
  ‱ Skip Levels
                                 steady rhythm
                                 with formal and
  Informal Practices
                                 informal practices
  ‱ Walkarounds
  ‱ Listening Sessions
  ‱ Blogs

   © 2011 Dulye & Co.
      www.dulye.com                              17
Concrete Procedures: Defense Contractor Case Study
                        Staff Meeting Example
                             ‱ Communicate high-level messages
        Purpose              ‱ Discuss local importance / involvement
                             ‱ Share info/ideas between team members
                             ‱   In-person and web meeting for remote
                             ‱   Direct reports and key stakeholders
         Format              ‱   Defined agenda distributed in advance
                             ‱   75% focused discussion / 25% open


     Frequency               ‱ Weekly for 30-45 minutes



                             ‱ Real-time effectiveness check conducted
   Measurement                 after each meeting


           Minimize variation, maximize consistency.
   © 2011 Dulye & Co.
      www.dulye.com                                                      18
Common Metrics: Private Sector Co. Case Study
Go beyond conventional
audits




Measure outcomes and impact
 Leader performance (engagement, proficiency,
  knowledge)
 Workforce performance (knowledge, engagement,
  productivity)
 Business performance (quality, cost, customer
  service, etc.)
   © 2011 Dulye & Co.
      www.dulye.com                               19
Equipment




                       Tools
                       Training
                       Practice

  © 2011 Dulye & Co.
     www.dulye.com            20
Don‟t Give Execs a „Pass‟: Private Sector Case Study
Employee ratings of senior leader competency

                        Thumbs up   Thumbs down


   Receiving feedback                 45% 55%




       Giving messages               42% 58%




   © 2011 Dulye & Co.
      www.dulye.com                                21
Core 4 Tool for Skills Development




   © 2011 Dulye & Co.
      www.dulye.com                  22
Relay: Strike a Balance




      Mitigate E-overload and educate on media use.
   © 2011 Dulye & Co.
      www.dulye.com                                   23
Relate: Simple, Meaningful Messages

“Leaders must
 passionately share


the strategies that will get
the business moving
”
   © 2011 Dulye & Co.
      www.dulye.com                   24
4. Nail Your Message
Relate: Key Message Tool


                  Main point

                  Proof point/
                  Support story

                  Summary point

   Develop content around simple message points.
    © 2011 Dulye & Co.
       www.dulye.com                               25
Relate: Gov‟t Agency Case Study

Customization Tool

             Key message


 Why is                 The         His/her      His/her
 this                   person(s)   work         customers
 important              you are     team/
 to:                    speaking    department
                        with        & company



       Connect through „What‟s in it for ME‟ context.
   © 2011 Dulye & Co.
      www.dulye.com                                          26
Receive: Sponge Factor

Seek to understand others
or
just to be heard?




              Is your leader stuck in transmit?
   © 2011 Dulye & Co.
      www.dulye.com                               27
Receive: How Tuned In? Feedback Practices

 How often do senior leaders in your business group
 directly ask employees for feedback?


                             Never        13%


                         Sometimes                          50%


                             Often              23%


                            Always        13%


                                     0%               25%     50%

    © 2011 Dulye & Co.
       www.dulye.com                                                28
Receive: Interest vs. Interrogation

Open-Ended
‱ Invite unfiltered feedback; Open discussion
‱ Yield more than a “yes” or “no” response
‱ “What was the highlight of the IABC
  conference?”
                                                 +
Closed-Ended
‱ Deliver brief, specific answers
                                                3V
‱ Wrap up a discussion (“Can we move
  on?”) or quickly calibrate (“Do you
                                                Factor
  agree?)


    © 2011 Dulye & Co.
       www.dulye.com                                     29
Respond: Follow-Up and Follow-Through


How is feedback
.
Collected
Shared
Used

         Speed to respond / act on feedback is a
              performance discriminator!
   © 2011 Dulye & Co.
      www.dulye.com                                30
Closed-Loop Response: Health Care Case Study
‱ Leader Road Show (30 sites, 6 weeks)
‱ Large group, Small group, Walk-around
‱ Real-time feedback capture, same-day analysis & direct
  review with leader promotes action learning
‱ Rapid response at local & corporate levels


       IABC
   award-winning
    case study
    available at
     dulye.com




    © 2011 Dulye & Co.
       www.dulye.com                                   31
Practice! Online Engagement: Aero. Co. Case Study
                              Design content to
       Leader as               business needs – time
     Communicator              sensitive, key messages!
        Toolkit               Showcase do’s, don’t’s,
                               success stories–in blogs,
                               videos, visuals
                              Drive interactivity—Reach
                               /receive feedback on
                               desktop/mobile platforms
                              Engage practice exchange
                              Publicize metrics
 Design with/for end customer to ensure value (over volume)
         and practice of skills in a noticeable way.
   © 2011 Dulye & Co.
      www.dulye.com                                       32
Scoreboard




                       Metrics
                       Polling
                       Dashboards

  © 2011 Dulye & Co.
     www.dulye.com             33
You Can‟t Expect Results or Accountability If
.

                                         100%
100%
                       85%                               83%
80%                                      80%


60%                                      60%


40%                                      40%


20%                                      20%


 0%                                       0%
            Manager proficiency is not           Fair/poor rating for manager
           measured in my organization          proficiency for leading effective
                                                        communications


       © 2011 Dulye & Co.
          www.dulye.com                                                             34
Measure 2 Levels of Effectiveness
   Practices/Tools/
       Training

              Impact

 Leader performance
Workforce performance


          Outcomes                  Business
                                    Strategy

Business performance

   © 2011 Dulye & Co.
      www.dulye.com                            35
Measure Often through Quick Polling
Multi-media reach. Real-time Data.
Desktop polling via Sharepoint        Live polling from
                                      mobile platform




                        Quantitative

                        Qualitative


   © 2011 Dulye & Co.
      www.dulye.com                                 36
Leader Performance: Private Sector Case Study
Impact Metrics: Leader Accountability Scorecard




                                                           Week


                                                                    Week


                                                                              Week
                                              Week
     Leader Weekly




                                                            2
                                               1




                                                                     3


                                                                               4
  Walk-around Program
                Mary Barron

                 Tom Miller

                Marion Jones

               Michael Phillips

                Chris Arielini

               Chip Copeland

                John Bulson

                  Kitt Potter

               Peter Nakasian

                 Aaron Stein


  Red = Incomplete                Yellow = Late complete          Green = Complete

    © 2011 Dulye & Co.
       www.dulye.com                                                                 37
Leader Performance: „Approachability‟ Metrics




              3V Leader
                          Visual
                          Vocal
                          Verbal
     © 2011 Dulye & Co.
        www.dulye.com                           38
Leader Performance Metrics: Health Care Case Study
  Measure IMPACT on engagement and development
   Presented information clearly
   Encouraged participation




   Answered questions clearly
   Showed genuine interest




    © 2011 Dulye & Co.
       www.dulye.com                             39
Workforce Performance: Health Care Case Study



                                                         Impact metrics



                                                                   2.8

                         I understand why a new               2.5
Multi-level             medical segment strategy
                               is necessary                       2.6
tracking                    Manager

                            Supervisor                            2.6
                            I/C (Salaried)             Poor        Average   High

                            I/C (Hourly)           1          2          3     4
   © 2011 Dulye & Co.
      www.dulye.com                                                                 40
Business Performance: Private Sector Case Study
Outcomes Scorecard: Operational Excellence

                                      Cost
   Innovation
                                     Savings
 Number and                          Impact on
 nature of ideas                     operational
 (ie., Cross-functional, resource
 requirements, speed to implement)   performance

   Leader walk-around program generated 40 employee ideas
          generating $1,000,000 in savings in 1st year.

   © 2011 Dulye & Co.
      www.dulye.com                                         41
Live Dashboards: Health Care Co. Case Study

Hard data presented
like operational
measurements

Posted on company
portal for employee
access

Consistent metrics
enable tracking and
best practice
identification
   © 2011 Dulye & Co.
      www.dulye.com                           42
Align with Planning Cycles: Private Sector Case Study
      Communications           Business Operations
  Effectiveness Dashboard          Dashboard




                             Live Dashboard example at
                             Dulye.com/dashboard


   © 2011 Dulye & Co.
      www.dulye.com                                      43
Summary: Approachable Leader




   © 2011 Dulye & Co.
      www.dulye.com            44
Approachable Leader: Customize This Model



                         Game Plan

                         Equipment

                         Scoreboard


   © 2011 Dulye & Co.
      www.dulye.com                         45
Final Thoughts: Pilot Before You „Roll Out‟


                            Line of Business

                            Open Leader

                            Burning Platform




   © 2011 Dulye & Co.
      www.dulye.com                            46
Final Thoughts: Your Role

   
                            Just
       Program designer
      Program manager

                            don’t
      Facilitator
      Functional Partner
   
   
       CPI Driver
       Monitor              do it

      Coach                for them!

       © 2011 Dulye & Co.
          www.dulye.com                 47
Thank You. Questions?




           The contents of the presentation are considered proprietary to Dulye & Co.
               Any reproduction or disclosure requires the consent of Dulye & Co.
For more information, please contact Roger Gibboni, COO, at 845-987-7744, rgibboni@dulye.com.

        © 2011 Dulye & Co.
           www.dulye.com                                                                48

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Linda Dulye - The Approachable Leader IABC ECC

  • 1. The Approachable Leader: Communication Techniques That Bring Out the Best IABC 2011 Employee Communications Conference Breakout Session 1 Linda Dulye, president/founder, Dulye & Co.
  • 2. Outcomes Focus: Leader as Communicator Takeaways: A model with practical tips, tools and practices for you to bring to your execs (don‟t do it for them!) © 2011 Dulye & Co. www.dulye.com 2
  • 3. Sound Familiar? ―We are primarily an engineering organization, where soft skills are not as prized as technical skills, even in management.‖ © 2011 Dulye & Co. www.dulye.com 3
  • 4. Huge Opportunity to Add Value Why? © 2011 Dulye & Co. www.dulye.com 4
  • 5. #1 Workplace Challenge Ensuring employees remain engaged & productive --- 2011 “What‟s Keeping HR Leaders Up at Night?” survey © 2011 Dulye & Co. www.dulye.com 5
  • 6. Approachability Drives Engagement & Productivity Strong tie to bottom line! For every 1% percent gain in an executive‟s time spent with at least one (company) insider, productivity advanced 2.14% . --- 2011 Harvard Business School research © 2011 Dulye & Co. www.dulye.com 6
  • 7. The Approachable Leader Model Game Plan Equipment Scoreboard © 2011 Dulye & Co. www.dulye.com 7
  • 8. Basis for Our Model Employee Engagement 2-Way Communications Pulse Check Measurementℱ Leadership Development © 2011 Dulye & Co. www.dulye.com 8
  • 9. Sound Familiar? ―We don’t have any standard (communication) process. We just assume that managers know what to do.‖ © 2011 Dulye & Co. www.dulye.com 9
  • 10. Game Plan Vision 1 Team Strategy © 2011 Dulye & Co. www.dulye.com 10
  • 11. Change Views and Perspectives about Communications Clear Vision of Where and What it Takes to Get There © 2011 Dulye & Co. www.dulye.com 11
  • 12. New Vision: Degree of Difficulty Harder than ever to connect and make an impact! Average U.S. worker receives 200+ e-mails, phone calls, text messages EVERY DAY! © 2011 Dulye & Co. www.dulye.com 12
  • 13. New View: Interactivity Tell: Outgoing message Transition from cascades to cycles 2-way, Emphasize listening closed and learning loop Create capability and culture for direct Listen/Learn: feedback and Incoming feedback dialogue © 2011 Dulye & Co. www.dulye.com 13
  • 14. New View: Not an Event Continuous Repetitive Measurable © 2011 Dulye & Co. www.dulye.com 14
  • 15. New View: Takes More Than One Department Shared ownership © 2011 Dulye & Co. www.dulye.com 15
  • 16. Job Responsibilities: Gov‟t Agency Case Study Leader as Communicator:  Reinforce and relate key messages  Provide context for change and decisions  Facilitate open dialogue within and between work groups  Listen to and learn from the different views and voices  Respond to and act on direct feedback  Model the message: Say = Do Partner with HR to establish consistent responsibilities in your organization‟s performance management system. © 2011 Dulye & Co. www.dulye.com 16
  • 17. Core Practices: Defense Contractor Case Study Formal Practices ‱ Staff Meetings ‱ Town Hall Meetings Establish a ‱ Skip Levels steady rhythm with formal and Informal Practices informal practices ‱ Walkarounds ‱ Listening Sessions ‱ Blogs © 2011 Dulye & Co. www.dulye.com 17
  • 18. Concrete Procedures: Defense Contractor Case Study Staff Meeting Example ‱ Communicate high-level messages Purpose ‱ Discuss local importance / involvement ‱ Share info/ideas between team members ‱ In-person and web meeting for remote ‱ Direct reports and key stakeholders Format ‱ Defined agenda distributed in advance ‱ 75% focused discussion / 25% open Frequency ‱ Weekly for 30-45 minutes ‱ Real-time effectiveness check conducted Measurement after each meeting Minimize variation, maximize consistency. © 2011 Dulye & Co. www.dulye.com 18
  • 19. Common Metrics: Private Sector Co. Case Study Go beyond conventional audits Measure outcomes and impact  Leader performance (engagement, proficiency, knowledge)  Workforce performance (knowledge, engagement, productivity)  Business performance (quality, cost, customer service, etc.) © 2011 Dulye & Co. www.dulye.com 19
  • 20. Equipment Tools Training Practice © 2011 Dulye & Co. www.dulye.com 20
  • 21. Don‟t Give Execs a „Pass‟: Private Sector Case Study Employee ratings of senior leader competency Thumbs up Thumbs down Receiving feedback 45% 55% Giving messages 42% 58% © 2011 Dulye & Co. www.dulye.com 21
  • 22. Core 4 Tool for Skills Development © 2011 Dulye & Co. www.dulye.com 22
  • 23. Relay: Strike a Balance Mitigate E-overload and educate on media use. © 2011 Dulye & Co. www.dulye.com 23
  • 24. Relate: Simple, Meaningful Messages “Leaders must passionately share the strategies that will get the business moving
” © 2011 Dulye & Co. www.dulye.com 24
  • 25. 4. Nail Your Message Relate: Key Message Tool Main point Proof point/ Support story Summary point Develop content around simple message points. © 2011 Dulye & Co. www.dulye.com 25
  • 26. Relate: Gov‟t Agency Case Study Customization Tool Key message Why is The His/her His/her this person(s) work customers important you are team/ to: speaking department with & company Connect through „What‟s in it for ME‟ context. © 2011 Dulye & Co. www.dulye.com 26
  • 27. Receive: Sponge Factor Seek to understand others or just to be heard? Is your leader stuck in transmit? © 2011 Dulye & Co. www.dulye.com 27
  • 28. Receive: How Tuned In? Feedback Practices How often do senior leaders in your business group directly ask employees for feedback? Never 13% Sometimes 50% Often 23% Always 13% 0% 25% 50% © 2011 Dulye & Co. www.dulye.com 28
  • 29. Receive: Interest vs. Interrogation Open-Ended ‱ Invite unfiltered feedback; Open discussion ‱ Yield more than a “yes” or “no” response ‱ “What was the highlight of the IABC conference?” + Closed-Ended ‱ Deliver brief, specific answers 3V ‱ Wrap up a discussion (“Can we move on?”) or quickly calibrate (“Do you Factor agree?) © 2011 Dulye & Co. www.dulye.com 29
  • 30. Respond: Follow-Up and Follow-Through How is feedback
. Collected Shared Used Speed to respond / act on feedback is a performance discriminator! © 2011 Dulye & Co. www.dulye.com 30
  • 31. Closed-Loop Response: Health Care Case Study ‱ Leader Road Show (30 sites, 6 weeks) ‱ Large group, Small group, Walk-around ‱ Real-time feedback capture, same-day analysis & direct review with leader promotes action learning ‱ Rapid response at local & corporate levels IABC award-winning case study available at dulye.com © 2011 Dulye & Co. www.dulye.com 31
  • 32. Practice! Online Engagement: Aero. Co. Case Study  Design content to Leader as business needs – time Communicator sensitive, key messages! Toolkit  Showcase do’s, don’t’s, success stories–in blogs, videos, visuals  Drive interactivity—Reach /receive feedback on desktop/mobile platforms  Engage practice exchange  Publicize metrics Design with/for end customer to ensure value (over volume) and practice of skills in a noticeable way. © 2011 Dulye & Co. www.dulye.com 32
  • 33. Scoreboard Metrics Polling Dashboards © 2011 Dulye & Co. www.dulye.com 33
  • 34. You Can‟t Expect Results or Accountability If
. 100% 100% 85% 83% 80% 80% 60% 60% 40% 40% 20% 20% 0% 0% Manager proficiency is not Fair/poor rating for manager measured in my organization proficiency for leading effective communications © 2011 Dulye & Co. www.dulye.com 34
  • 35. Measure 2 Levels of Effectiveness Practices/Tools/ Training Impact Leader performance Workforce performance Outcomes Business Strategy Business performance © 2011 Dulye & Co. www.dulye.com 35
  • 36. Measure Often through Quick Polling Multi-media reach. Real-time Data. Desktop polling via Sharepoint Live polling from mobile platform Quantitative Qualitative © 2011 Dulye & Co. www.dulye.com 36
  • 37. Leader Performance: Private Sector Case Study Impact Metrics: Leader Accountability Scorecard Week Week Week Week Leader Weekly 2 1 3 4 Walk-around Program Mary Barron Tom Miller Marion Jones Michael Phillips Chris Arielini Chip Copeland John Bulson Kitt Potter Peter Nakasian Aaron Stein Red = Incomplete Yellow = Late complete Green = Complete © 2011 Dulye & Co. www.dulye.com 37
  • 38. Leader Performance: „Approachability‟ Metrics 3V Leader Visual Vocal Verbal © 2011 Dulye & Co. www.dulye.com 38
  • 39. Leader Performance Metrics: Health Care Case Study Measure IMPACT on engagement and development  Presented information clearly  Encouraged participation  Answered questions clearly  Showed genuine interest © 2011 Dulye & Co. www.dulye.com 39
  • 40. Workforce Performance: Health Care Case Study Impact metrics 2.8 I understand why a new 2.5 Multi-level medical segment strategy is necessary 2.6 tracking Manager Supervisor 2.6 I/C (Salaried) Poor Average High I/C (Hourly) 1 2 3 4 © 2011 Dulye & Co. www.dulye.com 40
  • 41. Business Performance: Private Sector Case Study Outcomes Scorecard: Operational Excellence Cost Innovation Savings Number and Impact on nature of ideas operational (ie., Cross-functional, resource requirements, speed to implement) performance Leader walk-around program generated 40 employee ideas generating $1,000,000 in savings in 1st year. © 2011 Dulye & Co. www.dulye.com 41
  • 42. Live Dashboards: Health Care Co. Case Study Hard data presented like operational measurements Posted on company portal for employee access Consistent metrics enable tracking and best practice identification © 2011 Dulye & Co. www.dulye.com 42
  • 43. Align with Planning Cycles: Private Sector Case Study Communications Business Operations Effectiveness Dashboard Dashboard Live Dashboard example at Dulye.com/dashboard © 2011 Dulye & Co. www.dulye.com 43
  • 44. Summary: Approachable Leader © 2011 Dulye & Co. www.dulye.com 44
  • 45. Approachable Leader: Customize This Model Game Plan Equipment Scoreboard © 2011 Dulye & Co. www.dulye.com 45
  • 46. Final Thoughts: Pilot Before You „Roll Out‟ Line of Business Open Leader Burning Platform © 2011 Dulye & Co. www.dulye.com 46
  • 47. Final Thoughts: Your Role  Just Program designer  Program manager don’t  Facilitator  Functional Partner   CPI Driver Monitor do it
  Coach for them! © 2011 Dulye & Co. www.dulye.com 47
  • 48. Thank You. Questions? The contents of the presentation are considered proprietary to Dulye & Co. Any reproduction or disclosure requires the consent of Dulye & Co. For more information, please contact Roger Gibboni, COO, at 845-987-7744, rgibboni@dulye.com. © 2011 Dulye & Co. www.dulye.com 48