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Business901                      Podcast Transcription
Implementing Lean Marketing Systems


 Influence your Path to the Leadership Tab
                      Guest was Dr. Jeffrey Soper


   Related Podcast:
   Influence your Path to the Leadership Table




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                Influence your Path to the Leadership Table
                          Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems



Jeffrey G. Soper, Ph.D., Executive Director of the International
Strategic Business Partner Institute, and the creator of Problem
Solving LeadershipTM, the C.L.I.C.KTM Process, and the
Organizational Equilibrium ModelTM. Dr. Soper is a seasoned
executive, consultant, author, and coach who is a recognized
expert in the fields of leadership development, performance
improvement, and creativity and innovation.


Jeff will be presenting at the The ASQ Charlotte Section Annual
Conference 2013, Quality Conference of the Carolinas. The
conference is held at UNC Charlotte Center City and is a one-day
event on April 16th. Additional information and registration can
be obtained at http://www.asqcharlotte.org/ASQ/.


In his upcoming book Problem Solving LeadershipTM, Dr. Jeffrey
G. Soper challenges the conventional wisdom of current
leadership development thought and practice stating that “The
problem with leadership can be found in the definition of the
leadership problem.” His challenge is not that the focusing upon
leadership skills and follower receptivity is wrong, but rather that
it is incomplete. Problem Solving LeadershipTM contends that a
key element of the leadership problem is missing – the nature of
the work to be accomplished.




                  Influence your Path to the Leadership Table
                            Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
                 Transcription of Podcast
Joe:    Welcome, everyone. This is Joe Dager, the host of the
        Business901 Podcast. With me, today is Jeffrey G.
        Soper. Jeff is the Executive Director of the International
        Strategic Business Partner Institute, and the creator of
        Problem Solving Leadership, The CLICK Process, and
        the Organizational Equilibrium Model. Jeff is delivering
        the keynote and a one day problem solving leadership
        workshop at the ASQ Charlotte Annual Conference on
        April 16th. Jeff, I'd like to welcome you to the podcast,
        and I'm glad you could participate in it before heading
        off to Europe. Is Europe business or pleasure?

Jeff:   Well, this trip happens to be business, Joe. Thank you
        for the welcome and the introduction. Hopefully we'll be
        able to have some leisure time one of the upcoming
        trips but not this one.

Joe:    You concentrate on leadership and the problem solving
        aspect of leadership. I guess are leadership problems
        different in other countries or are they the same.

Jeff:   You know it's an interesting question, and the simple
        answer is they're the same because it's still problems
        that arise between people and between the interface of
        people, culture, and work.

Joe:    In your LinkedIn bio, you asked a question. Are you an
        HR, IT, Quality, Accounting Executive waiting for the
        elusive seat at the table? Could you expand on that?

Jeff:   Over the last decade or so, there has been a raging
        debate amongst that question as to the worthiness and
        the desire to have a seat at the executive table which

               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        represents the ability to have impact and influence on a
        strategies organization; making the decisions, not just
        implementing. That's been a problem from many
        functions, especially those that I listed, primarily
        because frankly, they haven't earned it. They don't
        have the skills necessary to make an impact in the
        business.

        So, the whole point of starting the institute was to be
        able to develop the key skills that an individual and
        staff function needs in order to have influence and be a
        true strategic business partner.

Joe:    As organizations flatten out, we're seeing some definite
        inadequacies in leadership skills.

Jeff:   I think you're absolutely right. The flatter organizations
        get, which is the objective frankly, the more leadership
        is relied upon to get the point across, to get an impact
        in the organization. Leadership is influence based. A
        simple definition: the ability to influence others in the
        absence of positional power.

        I don't know many IT, HR, quality people that have the
        ability positionally to direct line staff or line managers, I
        should say, to do anything, but they do have a lot of
        technical expertise and they do add a lot of value to the
        organization. Unfortunately, it gets hidden or ignored
        because of a lack of ability to effectively communicate
        and influence.

Joe:    Well, I think that's interesting you say that and I never
        heard it presented that way. When I talk to people at
        conferences, they say, "Well, yeah, but how do I get
        leadership to listen to us? You guys always present all
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        these neat things, and we go to these conferences, but
        how do I get leadership listening to me?" You're saying,
        "The heck with leadership. It's your ability to influence
        leadership and earn that seat at the table is how you
        get these new things across and the things that you
        learn."

Jeff:   Absolutely. If you wait by the phone for the call, it's not
        going to happen. The invitation doesn't show up in the
        mail. You have to earn it, and you earn it by proving
        that you add value, and you add value by helping to
        achieve business objectives. It's actually a pretty
        straightforward equation.

Joe:    I think that is interesting. Now, let's define what you
        mean, maybe by positional leadership. Who are we
        talking here, any manager or could you define that for
        me?

Jeff:   No. This is a great question, and I make a big
        distinction between leaders and leadership. Leaders are
        often vilified. These are people that have positions, and
        we look at them a little differently than we look at the
        average person. When I talk about leadership, there
        are three main components of leadership. There's the
        knowledge, skills, ability of course. There is recognizing
        the opportunity to influence. The third one is having the
        courage to act upon that opportunity, seizing that
        opportunity appropriately. When you talk about
        leadership instead of leaders that means that
        leadership can be exhibited at any time by any person
        at any level anywhere in any organization.

Joe:    Even in a lean way when we look at the scientific
        method or PDCA is it different when you're attaching
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        the word leadership to it?

Jeff:   Yeah, I believe so. I'll tell you here is the difference.
        This is an evolutionary step. This is not a revolutionary
        step. Nothing I'm suggesting in problem solving
        leadership refutes anything that went before. Before,
        the majority of the work and the majority of the focus
        were first on the individual, the "leader", him or
        herself. What are the skills that you need? Then they
        came up with problems such as charisma. How do you
        teach charisma and those types of things?

        Then the next evolution in leadership thinking went to
        the followers. What do the followers need? What are
        they ready for? There are lots of workouts on that. I'm
        sure you know many of them. Situational leadership
        was one of them. There are several others. What was
        missing in thousands of articles and books that were
        written, giving examples of what works in one instance
        but they weren't generalizable with context.

        What problem solving leadership does, it adds the
        context of the work from the perspective of the nature
        of the complexity of the work along with the followers
        and the leadership.

Joe:    Problem solving leadership evolved out of the CLICK
        Process or are those two completely different
        processes?

Jeff:   It's a chicken and egg question. When I was at Penn
        State, when Jack [Matts] and I created the Engineering
        Leadership Developing Minor there, the first of its kind
        in the world, Jack is a radical who is very, very focused
        on creativity and innovation. I am as he used to call
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        me, a blue suit suck up that's focused on change and
        leadership. Well, somehow we got our peanut butter
        and chocolate mixed up together and we put those
        components together, and we discovered that there is a
        process for creativity and innovation. That is what the
        CLICK Model is all about.

        Essentially, creativity leads to innovation. Innovation
        leads to change. Change leads to knowledge. And
        knowledge is the basis for creativity. The problem is
        that is not a natural cycle. It doesn't flourish in and of
        itself. You need to have the environment for that cycle
        to operate, and that's where the leadership component
        came in, and that's where we were able to make things
        click. That's how it got its name.

        So, the CLICK Model is all about creativity, and I
        believe creativity is the foundation for all progress, all
        innovation in organizations. I know, as an academically
        qualified person when I say all it makes it suspect but
        believe all is dependent on creativity and innovation.
        But, leadership has to exist in order to create that and
        that's again, leadership at all levels, not just the C-
        Suite.

Joe:    I always go to the 99% model or solution because they
        always say that I love to say, 1% is inspiration and
        99% is perspiration. Does it have to be that hard? Does
        good leadership make that flow better?

Jeff:   Good leadership changes that whole dynamic. It
        changes that equation dramatically. It drops that 1%,
        or I should say it increases that 1% dramatically. It's
        still hard work, but it's not nearly the challenge as
        introducing a new idea or a creative idea in an
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        environment where they're just not interested. They
        might say they are, but they're just not interested.

        That gets us to the difference between creative and
        critical thinking. In critical thinking, we’re taught how
        to look at a statement or idea or concept and figure out
        what's wrong with it. Creative thinking, on the other
        hand, is looking at that same concept, that same idea,
        that same notion and seeing what is right about it or
        what could be built upon.

        When we start to use both sides of this thinking
        equation, both creative and critical, that's when we
        start to get some real results. It doesn't happen unless
        you have the right environment and the environment is
        created by leadership. Again, not the C-Suite, not even
        the managers, it's the organizational leadership.

Joe:    Again, what we're saying, we're going back to the fact
        that this is something that can be learned. I mean, I
        don't have to come out of my mom's womb as a Steve
        Jobs or a George Patton or something.

Jeff:   You're right, and that was the promise. In fact, I used
        to, in the early days, especially with very bright college
        students in engineering; I'd ask the question, is
        leadership, can it be learned or are you born with it? It
        was the first question in the class. I used to do that in
        workshops as well, and anybody who said, "Well, you're
        born with it," I just asked them, "Why are you here?" It
        makes no sense that you're here if you believe that it
        can't be learned. Yes, it absolutely can be learned.

Joe:    The best way to learn it can I learn it from a book or do
        I have to practice it?
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems

Jeff:   There's the rub with academia. I personally believe that
        leadership is developed. It's not studied. You can read
        a book, and you can get ideas, just like you can read a
        book about fishing and get some ideas, but until you
        actually go try it and see what works and see what
        doesn't and try it again and try it again and keep
        honing your skills and practicing, that's how you
        develop leadership.

Joe:    You're a leadership professional, fabulous resume, a lot
        of background in it, but then I noticed something on it,
        is you got involved in this contaminated world of sales.
        Okay? How did you evolve into that and what do you
        do in that area?

Jeff:   Well, it's another great question, and like most things
        in my life I kind of took a next logical step and that's
        where I found myself. I left academia for a couple of
        reasons, but one of the primary reasons was I wanted
        to have greater reach. At the bottom line, I am selling
        this concept of leadership, problem solving leadership
        and creativity because I want to make a difference. At
        the end of the day, it's still sales. It's still marketing.
        Only it's a concept, it's not a product. So, sales was the
        logical next step for me to evolve to.

Joe:    Most of is considered around B2B sales and more
        specifically the challenger sales. Could you explain what
        that is and how that has influenced you?

Jeff:   This whole notion of the challenger sales was captured
        in a book by Dixon and Adamson. That's a free plug for
        them, but essentially what it does is refutes the age old
        relationship- based selling. If you have the relationship
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        you can get in the door, if you can get in the door you
        can make the sales.

        The Challenger Sale is simply an approach where you're
        leading through insight. It's solution selling. What is it
        that you have a problem, organization A, when you're
        talking to a representative of that company? What are
        the biggest problems? I like to call it, what's in your too
        hard basket? Then let me understand what that is and
        see if I can help fix it.

        But, I'm also going to give you something. I think
        Accenture, when it was Anderson Consulting, did this
        best with the whole idea of change practice. They
        created the field by educating their potential clients
        what change management was. When their potential
        clients realized that they needed some support or help
        or insight concerning change management, who do
        they go to? They went to Anderson
        Consulting/Accenture. That's the heart of challenger
        sale and I'm just taking that concept and I'm applying
        it.

Joe:    Well, I think it fits your description of the problem
        solving leadership, how you approach that because it is
        challenging and developing. It's kind of the next
        evolution of problem solution selling.

Jeff:   Yes, it appears to be. The research is nice but it just
        makes sense. In application, it's nice to see the
        reaction. There are a lot of people out there that have
        far greater networks of relationships than I do, but it's
        not difficult to get into meaningful conversations when
        you're talking sharing insight and looking for solutions.

               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
Joe:    Now, we want to have a high performance culture in
        our entire organization. Sales has never been part of
        the culture. It's always been measured on results.
        That's how we compensate people in that area. What's
        different about building a compatible sales culture with
        an organization?

Jeff:   Let me walk down the value chain here a little bit as I
        see it from a leadership perspective. Making the
        business case, especially in the quality world, the HR
        world, people are looking for the business case. Make
        the business case for us. I believe organizations add
        value by solving problems, whether it's a market
        demand or market desire, whether it's fast or whether
        it's cheaper, it's more embellished with more features
        and more benefits. It doesn't matter. It adds value. It
        solves a problem.

        The degree to which that problem is effectively solved
        is often represented by an organization's revenues. The
        efficiency of how that problem is solved by the
        organization is often measured by profitability. But in
        order to get those solutions it goes right back to
        creativity and innovation, people coming up with ideas
        for solving problems that they have both internal and
        external.

        In order to come up with those ideas there has to be an
        appropriate environment. Again, we go right back to
        the environment is created through leadership, hence,
        problem solving leadership.

Joe:    Can sales be a compatible culture with what I'd call a
        high performing organization?

               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
Jeff:   It's interesting. I believe that those people that are
        best at sales, regardless what the economy is, people
        that come back with orders not excuses no matter
        what, those are individuals who are more than likely,
        when you start to scratch the surface as to why they
        are the exemplars, why do they outperform their
        peers?

        They're outperforming their peers because they're
        adopting high performance perspective and high
        performance tools such as challenger sales, selling
        through insight, selling solutions, not figuring out why
        they're not selling. Figure out how to meet the needs
        and expectations and solve the problem of their
        customers.

Joe:    In your program, that you're putting on at Charlotte, I
        was going through it and looking at different topics,
        and you don't necessarily profess to be a lean guy or a
        six sigma guy in your things, but you seem more
        influenced by lean and just looking at the mood and the
        lean movement there. Can you give me a little
        background on how lean works into your principles?

Jeff:   Another great question, and no, I'm not naturally a
        lean guy, however, I have managed manufacturing
        operations. So, I understand the whole statistical
        process of control and the reporting and many of the
        items that are key in the lean philosophy. That's the
        way I like to talk about the lean philosophy, not the
        bag of tools, but the philosophy behind it.

        When I read the Toyota Way and the Seven Deadly
        Wastes, it just struck me, based on everything we
        talked about up to this point that something is missing.
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        And what's missing is the creativity and talent element,
        and none of the other seven can be solved if you don't
        have that eighth muda, that eighth waste addressed.
        So, that's how I got involved with the lean, and it was
        really through experience.

        I was an early adopter of management by walking
        around. I spent a lot of time in manufacturing facilities
        walking around talking to people that were closest to
        the work. And I'd ask questions like, "How can we
        make this better?" And I discovered that virtually every
        time I asked that question there were a couple of ideas
        that came back. Now, I don't know if they were good or
        bad all the time, but they were ideas.

        And I asked myself, where do these ideas go? It's like
        the socks in the dryer. Where do they go? And
        oftentimes they went nowhere. So, I started paying
        attention to those ideas, therefore creating the
        environment where those ideas could be shared,
        therefore I got more ideas and better ideas. You put
        them on a tape and you start scratching them with
        other people doing the same or similar job, all of the
        sudden people start to figure out how they could make
        improvements rather than why it wouldn't work.

        Again, this ties right back to that whole CLICK Process.
        I wish I could tell you one came first and then the other
        then the other, but it was just this giant conversion of
        influences to my thinking and to my professional life
        that resulted in these models and this whole
        philosophy.

        So, the lean philosophy works perfectly with what I'm
        speaking about because we're talking about eliminating
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
        waste. I believe the deadliest of all the waste is wasted
        talent and untapped creativity.

Joe:    What would someone take away from your workshop?

Jeff:   What I hope that people will get from this workshop
        and I'm pretty sure they will is the impact environment
        has on performance, the difference and power between
        and combination of critical and creative thinking, and I
        firmly believe that you have to be able to try this stuff
        and apply tomorrow, not next week, not next year, not
        when the sun rises, tomorrow.

        So, we're going to go through a number of different
        activities and discussions that are guided to how can
        you apply what we talked about in these areas. And in
        problem solving, looking at the type of work, being that
        context I talked about earlier. How do you start to
        determine that and how can I apply this tomorrow
        when I go back to work?

Joe:    When I walk out of your workshop I'm not going to
        have an excuse to look over my shoulder and say that
        leadership's not going to do this or do this. I'm going to
        have some steps that I can influence leadership with.

Jeff:   You're absolutely right. I did a blog a short while ago,
        and I created an activity called, If I Were King, and in
        groups I asked people if you were king what would you
        change. It's easy to list all the things that they'd
        change, but when we went back and looked at the
        nature of things that they wanted to change,
        oftentimes, many of them were self-imposed
        constraints and the others were things that didn't
        require permission, things that people could just do.
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems

Joe:    What is upcoming for you?

Jeff:   As a matter of fact, I'm taking a little bit of a deep
        breath. I need to finish "Problem Solving Leadership"
        book and "Making Things CLICK", so those books are to
        hit the shelves within the next couple of months,
        "Problem Solving Leadership", obviously before the
        conference in April so we're there. There are just some
        things I need to do. I'm working with a couple
        organizations to flesh out the assessments and the
        work on the eighth muda and how to eliminate it.

         So, that's been the focus that I've been rearranging
        my schedule to support, and I have been fortunate
        enough to have a couple of organizations that have
        stepped up and wanted to participate in this journey
        with me.

Joe:    "Problem Solving Leadership" is it going to be out
        soon?

Jeff:   Yes. It was supposed to be out this month. There are
        some illustration issues that are being resolved, but it
        will be out in the month of March, and I will be
        unveiling it, essentially my first visit with the book
        under arm, will be the April Leadership Development
        Day.

Joe:    How can someone learn more about the book and
        contact you?

Jeff:   Thank you for asking. I'm on LinkedIn. Obviously, the
        Facebook for adults as I call it, professionals at least.
        And we'll have a website fully operational with contact
               Influence your Path to the Leadership Table
                         Copyright Business901
Business901                      Podcast Transcription
Implementing Lean Marketing Systems
          information here within the next couple of weeks. But
          I'm always available by email jsoper, S-O-P-E-R at I-S-
          B-P-I, dot org (jsoper@isbpi.org).




Joe Dager is president of Business901, a firm specializing in
bringing the continuous improvement process to the sales and
marketing arena. He takes his process thinking of over thirty
years in marketing within a wide variety of industries and applies
it through Lean Marketing and Lean Service Design.

Visit the Lean Marketing Lab: Being part of this community will
allow you to interact with like-minded individuals and
organizations, purchase related tools, use some free ones and
receive feedback from your peers.


                           Joseph T. Dager
                             Business901
                       Phone: 260-918-0438
                            Skype: Biz901
                         Fax: 260-818-2022
                Email: jtdager@business901.com
             Website: http://www.business901.com
                      Twitter: @business901




                 Influence your Path to the Leadership Table
                           Copyright Business901

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Influencing Leadership

  • 1. Business901 Podcast Transcription Implementing Lean Marketing Systems Influence your Path to the Leadership Tab Guest was Dr. Jeffrey Soper Related Podcast: Influence your Path to the Leadership Table Sponsored by Influence your Path to the Leadership Table Copyright Business901
  • 2. Business901 Podcast Transcription Implementing Lean Marketing Systems Jeffrey G. Soper, Ph.D., Executive Director of the International Strategic Business Partner Institute, and the creator of Problem Solving LeadershipTM, the C.L.I.C.KTM Process, and the Organizational Equilibrium ModelTM. Dr. Soper is a seasoned executive, consultant, author, and coach who is a recognized expert in the fields of leadership development, performance improvement, and creativity and innovation. Jeff will be presenting at the The ASQ Charlotte Section Annual Conference 2013, Quality Conference of the Carolinas. The conference is held at UNC Charlotte Center City and is a one-day event on April 16th. Additional information and registration can be obtained at http://www.asqcharlotte.org/ASQ/. In his upcoming book Problem Solving LeadershipTM, Dr. Jeffrey G. Soper challenges the conventional wisdom of current leadership development thought and practice stating that “The problem with leadership can be found in the definition of the leadership problem.” His challenge is not that the focusing upon leadership skills and follower receptivity is wrong, but rather that it is incomplete. Problem Solving LeadershipTM contends that a key element of the leadership problem is missing – the nature of the work to be accomplished. Influence your Path to the Leadership Table Copyright Business901
  • 3. Business901 Podcast Transcription Implementing Lean Marketing Systems Transcription of Podcast Joe: Welcome, everyone. This is Joe Dager, the host of the Business901 Podcast. With me, today is Jeffrey G. Soper. Jeff is the Executive Director of the International Strategic Business Partner Institute, and the creator of Problem Solving Leadership, The CLICK Process, and the Organizational Equilibrium Model. Jeff is delivering the keynote and a one day problem solving leadership workshop at the ASQ Charlotte Annual Conference on April 16th. Jeff, I'd like to welcome you to the podcast, and I'm glad you could participate in it before heading off to Europe. Is Europe business or pleasure? Jeff: Well, this trip happens to be business, Joe. Thank you for the welcome and the introduction. Hopefully we'll be able to have some leisure time one of the upcoming trips but not this one. Joe: You concentrate on leadership and the problem solving aspect of leadership. I guess are leadership problems different in other countries or are they the same. Jeff: You know it's an interesting question, and the simple answer is they're the same because it's still problems that arise between people and between the interface of people, culture, and work. Joe: In your LinkedIn bio, you asked a question. Are you an HR, IT, Quality, Accounting Executive waiting for the elusive seat at the table? Could you expand on that? Jeff: Over the last decade or so, there has been a raging debate amongst that question as to the worthiness and the desire to have a seat at the executive table which Influence your Path to the Leadership Table Copyright Business901
  • 4. Business901 Podcast Transcription Implementing Lean Marketing Systems represents the ability to have impact and influence on a strategies organization; making the decisions, not just implementing. That's been a problem from many functions, especially those that I listed, primarily because frankly, they haven't earned it. They don't have the skills necessary to make an impact in the business. So, the whole point of starting the institute was to be able to develop the key skills that an individual and staff function needs in order to have influence and be a true strategic business partner. Joe: As organizations flatten out, we're seeing some definite inadequacies in leadership skills. Jeff: I think you're absolutely right. The flatter organizations get, which is the objective frankly, the more leadership is relied upon to get the point across, to get an impact in the organization. Leadership is influence based. A simple definition: the ability to influence others in the absence of positional power. I don't know many IT, HR, quality people that have the ability positionally to direct line staff or line managers, I should say, to do anything, but they do have a lot of technical expertise and they do add a lot of value to the organization. Unfortunately, it gets hidden or ignored because of a lack of ability to effectively communicate and influence. Joe: Well, I think that's interesting you say that and I never heard it presented that way. When I talk to people at conferences, they say, "Well, yeah, but how do I get leadership to listen to us? You guys always present all Influence your Path to the Leadership Table Copyright Business901
  • 5. Business901 Podcast Transcription Implementing Lean Marketing Systems these neat things, and we go to these conferences, but how do I get leadership listening to me?" You're saying, "The heck with leadership. It's your ability to influence leadership and earn that seat at the table is how you get these new things across and the things that you learn." Jeff: Absolutely. If you wait by the phone for the call, it's not going to happen. The invitation doesn't show up in the mail. You have to earn it, and you earn it by proving that you add value, and you add value by helping to achieve business objectives. It's actually a pretty straightforward equation. Joe: I think that is interesting. Now, let's define what you mean, maybe by positional leadership. Who are we talking here, any manager or could you define that for me? Jeff: No. This is a great question, and I make a big distinction between leaders and leadership. Leaders are often vilified. These are people that have positions, and we look at them a little differently than we look at the average person. When I talk about leadership, there are three main components of leadership. There's the knowledge, skills, ability of course. There is recognizing the opportunity to influence. The third one is having the courage to act upon that opportunity, seizing that opportunity appropriately. When you talk about leadership instead of leaders that means that leadership can be exhibited at any time by any person at any level anywhere in any organization. Joe: Even in a lean way when we look at the scientific method or PDCA is it different when you're attaching Influence your Path to the Leadership Table Copyright Business901
  • 6. Business901 Podcast Transcription Implementing Lean Marketing Systems the word leadership to it? Jeff: Yeah, I believe so. I'll tell you here is the difference. This is an evolutionary step. This is not a revolutionary step. Nothing I'm suggesting in problem solving leadership refutes anything that went before. Before, the majority of the work and the majority of the focus were first on the individual, the "leader", him or herself. What are the skills that you need? Then they came up with problems such as charisma. How do you teach charisma and those types of things? Then the next evolution in leadership thinking went to the followers. What do the followers need? What are they ready for? There are lots of workouts on that. I'm sure you know many of them. Situational leadership was one of them. There are several others. What was missing in thousands of articles and books that were written, giving examples of what works in one instance but they weren't generalizable with context. What problem solving leadership does, it adds the context of the work from the perspective of the nature of the complexity of the work along with the followers and the leadership. Joe: Problem solving leadership evolved out of the CLICK Process or are those two completely different processes? Jeff: It's a chicken and egg question. When I was at Penn State, when Jack [Matts] and I created the Engineering Leadership Developing Minor there, the first of its kind in the world, Jack is a radical who is very, very focused on creativity and innovation. I am as he used to call Influence your Path to the Leadership Table Copyright Business901
  • 7. Business901 Podcast Transcription Implementing Lean Marketing Systems me, a blue suit suck up that's focused on change and leadership. Well, somehow we got our peanut butter and chocolate mixed up together and we put those components together, and we discovered that there is a process for creativity and innovation. That is what the CLICK Model is all about. Essentially, creativity leads to innovation. Innovation leads to change. Change leads to knowledge. And knowledge is the basis for creativity. The problem is that is not a natural cycle. It doesn't flourish in and of itself. You need to have the environment for that cycle to operate, and that's where the leadership component came in, and that's where we were able to make things click. That's how it got its name. So, the CLICK Model is all about creativity, and I believe creativity is the foundation for all progress, all innovation in organizations. I know, as an academically qualified person when I say all it makes it suspect but believe all is dependent on creativity and innovation. But, leadership has to exist in order to create that and that's again, leadership at all levels, not just the C- Suite. Joe: I always go to the 99% model or solution because they always say that I love to say, 1% is inspiration and 99% is perspiration. Does it have to be that hard? Does good leadership make that flow better? Jeff: Good leadership changes that whole dynamic. It changes that equation dramatically. It drops that 1%, or I should say it increases that 1% dramatically. It's still hard work, but it's not nearly the challenge as introducing a new idea or a creative idea in an Influence your Path to the Leadership Table Copyright Business901
  • 8. Business901 Podcast Transcription Implementing Lean Marketing Systems environment where they're just not interested. They might say they are, but they're just not interested. That gets us to the difference between creative and critical thinking. In critical thinking, we’re taught how to look at a statement or idea or concept and figure out what's wrong with it. Creative thinking, on the other hand, is looking at that same concept, that same idea, that same notion and seeing what is right about it or what could be built upon. When we start to use both sides of this thinking equation, both creative and critical, that's when we start to get some real results. It doesn't happen unless you have the right environment and the environment is created by leadership. Again, not the C-Suite, not even the managers, it's the organizational leadership. Joe: Again, what we're saying, we're going back to the fact that this is something that can be learned. I mean, I don't have to come out of my mom's womb as a Steve Jobs or a George Patton or something. Jeff: You're right, and that was the promise. In fact, I used to, in the early days, especially with very bright college students in engineering; I'd ask the question, is leadership, can it be learned or are you born with it? It was the first question in the class. I used to do that in workshops as well, and anybody who said, "Well, you're born with it," I just asked them, "Why are you here?" It makes no sense that you're here if you believe that it can't be learned. Yes, it absolutely can be learned. Joe: The best way to learn it can I learn it from a book or do I have to practice it? Influence your Path to the Leadership Table Copyright Business901
  • 9. Business901 Podcast Transcription Implementing Lean Marketing Systems Jeff: There's the rub with academia. I personally believe that leadership is developed. It's not studied. You can read a book, and you can get ideas, just like you can read a book about fishing and get some ideas, but until you actually go try it and see what works and see what doesn't and try it again and try it again and keep honing your skills and practicing, that's how you develop leadership. Joe: You're a leadership professional, fabulous resume, a lot of background in it, but then I noticed something on it, is you got involved in this contaminated world of sales. Okay? How did you evolve into that and what do you do in that area? Jeff: Well, it's another great question, and like most things in my life I kind of took a next logical step and that's where I found myself. I left academia for a couple of reasons, but one of the primary reasons was I wanted to have greater reach. At the bottom line, I am selling this concept of leadership, problem solving leadership and creativity because I want to make a difference. At the end of the day, it's still sales. It's still marketing. Only it's a concept, it's not a product. So, sales was the logical next step for me to evolve to. Joe: Most of is considered around B2B sales and more specifically the challenger sales. Could you explain what that is and how that has influenced you? Jeff: This whole notion of the challenger sales was captured in a book by Dixon and Adamson. That's a free plug for them, but essentially what it does is refutes the age old relationship- based selling. If you have the relationship Influence your Path to the Leadership Table Copyright Business901
  • 10. Business901 Podcast Transcription Implementing Lean Marketing Systems you can get in the door, if you can get in the door you can make the sales. The Challenger Sale is simply an approach where you're leading through insight. It's solution selling. What is it that you have a problem, organization A, when you're talking to a representative of that company? What are the biggest problems? I like to call it, what's in your too hard basket? Then let me understand what that is and see if I can help fix it. But, I'm also going to give you something. I think Accenture, when it was Anderson Consulting, did this best with the whole idea of change practice. They created the field by educating their potential clients what change management was. When their potential clients realized that they needed some support or help or insight concerning change management, who do they go to? They went to Anderson Consulting/Accenture. That's the heart of challenger sale and I'm just taking that concept and I'm applying it. Joe: Well, I think it fits your description of the problem solving leadership, how you approach that because it is challenging and developing. It's kind of the next evolution of problem solution selling. Jeff: Yes, it appears to be. The research is nice but it just makes sense. In application, it's nice to see the reaction. There are a lot of people out there that have far greater networks of relationships than I do, but it's not difficult to get into meaningful conversations when you're talking sharing insight and looking for solutions. Influence your Path to the Leadership Table Copyright Business901
  • 11. Business901 Podcast Transcription Implementing Lean Marketing Systems Joe: Now, we want to have a high performance culture in our entire organization. Sales has never been part of the culture. It's always been measured on results. That's how we compensate people in that area. What's different about building a compatible sales culture with an organization? Jeff: Let me walk down the value chain here a little bit as I see it from a leadership perspective. Making the business case, especially in the quality world, the HR world, people are looking for the business case. Make the business case for us. I believe organizations add value by solving problems, whether it's a market demand or market desire, whether it's fast or whether it's cheaper, it's more embellished with more features and more benefits. It doesn't matter. It adds value. It solves a problem. The degree to which that problem is effectively solved is often represented by an organization's revenues. The efficiency of how that problem is solved by the organization is often measured by profitability. But in order to get those solutions it goes right back to creativity and innovation, people coming up with ideas for solving problems that they have both internal and external. In order to come up with those ideas there has to be an appropriate environment. Again, we go right back to the environment is created through leadership, hence, problem solving leadership. Joe: Can sales be a compatible culture with what I'd call a high performing organization? Influence your Path to the Leadership Table Copyright Business901
  • 12. Business901 Podcast Transcription Implementing Lean Marketing Systems Jeff: It's interesting. I believe that those people that are best at sales, regardless what the economy is, people that come back with orders not excuses no matter what, those are individuals who are more than likely, when you start to scratch the surface as to why they are the exemplars, why do they outperform their peers? They're outperforming their peers because they're adopting high performance perspective and high performance tools such as challenger sales, selling through insight, selling solutions, not figuring out why they're not selling. Figure out how to meet the needs and expectations and solve the problem of their customers. Joe: In your program, that you're putting on at Charlotte, I was going through it and looking at different topics, and you don't necessarily profess to be a lean guy or a six sigma guy in your things, but you seem more influenced by lean and just looking at the mood and the lean movement there. Can you give me a little background on how lean works into your principles? Jeff: Another great question, and no, I'm not naturally a lean guy, however, I have managed manufacturing operations. So, I understand the whole statistical process of control and the reporting and many of the items that are key in the lean philosophy. That's the way I like to talk about the lean philosophy, not the bag of tools, but the philosophy behind it. When I read the Toyota Way and the Seven Deadly Wastes, it just struck me, based on everything we talked about up to this point that something is missing. Influence your Path to the Leadership Table Copyright Business901
  • 13. Business901 Podcast Transcription Implementing Lean Marketing Systems And what's missing is the creativity and talent element, and none of the other seven can be solved if you don't have that eighth muda, that eighth waste addressed. So, that's how I got involved with the lean, and it was really through experience. I was an early adopter of management by walking around. I spent a lot of time in manufacturing facilities walking around talking to people that were closest to the work. And I'd ask questions like, "How can we make this better?" And I discovered that virtually every time I asked that question there were a couple of ideas that came back. Now, I don't know if they were good or bad all the time, but they were ideas. And I asked myself, where do these ideas go? It's like the socks in the dryer. Where do they go? And oftentimes they went nowhere. So, I started paying attention to those ideas, therefore creating the environment where those ideas could be shared, therefore I got more ideas and better ideas. You put them on a tape and you start scratching them with other people doing the same or similar job, all of the sudden people start to figure out how they could make improvements rather than why it wouldn't work. Again, this ties right back to that whole CLICK Process. I wish I could tell you one came first and then the other then the other, but it was just this giant conversion of influences to my thinking and to my professional life that resulted in these models and this whole philosophy. So, the lean philosophy works perfectly with what I'm speaking about because we're talking about eliminating Influence your Path to the Leadership Table Copyright Business901
  • 14. Business901 Podcast Transcription Implementing Lean Marketing Systems waste. I believe the deadliest of all the waste is wasted talent and untapped creativity. Joe: What would someone take away from your workshop? Jeff: What I hope that people will get from this workshop and I'm pretty sure they will is the impact environment has on performance, the difference and power between and combination of critical and creative thinking, and I firmly believe that you have to be able to try this stuff and apply tomorrow, not next week, not next year, not when the sun rises, tomorrow. So, we're going to go through a number of different activities and discussions that are guided to how can you apply what we talked about in these areas. And in problem solving, looking at the type of work, being that context I talked about earlier. How do you start to determine that and how can I apply this tomorrow when I go back to work? Joe: When I walk out of your workshop I'm not going to have an excuse to look over my shoulder and say that leadership's not going to do this or do this. I'm going to have some steps that I can influence leadership with. Jeff: You're absolutely right. I did a blog a short while ago, and I created an activity called, If I Were King, and in groups I asked people if you were king what would you change. It's easy to list all the things that they'd change, but when we went back and looked at the nature of things that they wanted to change, oftentimes, many of them were self-imposed constraints and the others were things that didn't require permission, things that people could just do. Influence your Path to the Leadership Table Copyright Business901
  • 15. Business901 Podcast Transcription Implementing Lean Marketing Systems Joe: What is upcoming for you? Jeff: As a matter of fact, I'm taking a little bit of a deep breath. I need to finish "Problem Solving Leadership" book and "Making Things CLICK", so those books are to hit the shelves within the next couple of months, "Problem Solving Leadership", obviously before the conference in April so we're there. There are just some things I need to do. I'm working with a couple organizations to flesh out the assessments and the work on the eighth muda and how to eliminate it. So, that's been the focus that I've been rearranging my schedule to support, and I have been fortunate enough to have a couple of organizations that have stepped up and wanted to participate in this journey with me. Joe: "Problem Solving Leadership" is it going to be out soon? Jeff: Yes. It was supposed to be out this month. There are some illustration issues that are being resolved, but it will be out in the month of March, and I will be unveiling it, essentially my first visit with the book under arm, will be the April Leadership Development Day. Joe: How can someone learn more about the book and contact you? Jeff: Thank you for asking. I'm on LinkedIn. Obviously, the Facebook for adults as I call it, professionals at least. And we'll have a website fully operational with contact Influence your Path to the Leadership Table Copyright Business901
  • 16. Business901 Podcast Transcription Implementing Lean Marketing Systems information here within the next couple of weeks. But I'm always available by email jsoper, S-O-P-E-R at I-S- B-P-I, dot org (jsoper@isbpi.org). Joe Dager is president of Business901, a firm specializing in bringing the continuous improvement process to the sales and marketing arena. He takes his process thinking of over thirty years in marketing within a wide variety of industries and applies it through Lean Marketing and Lean Service Design. Visit the Lean Marketing Lab: Being part of this community will allow you to interact with like-minded individuals and organizations, purchase related tools, use some free ones and receive feedback from your peers. Joseph T. Dager Business901 Phone: 260-918-0438 Skype: Biz901 Fax: 260-818-2022 Email: jtdager@business901.com Website: http://www.business901.com Twitter: @business901 Influence your Path to the Leadership Table Copyright Business901