HBR: 5 Ways to Focus at Work, from an Executive Who’s Struggled with ADHD

Are you struggling to stay focus at work? Below is a blog from the Harvard Business Review by Jack Kosakowski it explains how to get back on track.

5 Ways to Focus at Work, from an Executive Who’s Struggled with ADHD

By nature, I’m messy and disorganized — and my mind can be too. I have trouble sustaining attention on just about anything.

In grade school, this meant I didn’t do well in classes. In college, it meant that I largely blew them off and spent most of my time partying. (When you’re at a party, no one expects you to focus.) After college, I was diagnosed with ADHD, as 11% of kids are these days.

That certainly explained a lot, but it didn’t let me off the hook. Once I entered the working world, I knew I had to make some changes. I couldn’t spend my life running away from this problem, especially if I wanted to succeed in sales, my chosen field. I’d have to organize and track my interactions with prospects and clients and stay attentive to their needs.

Through a lot of trial and error, I’ve discovered several work-arounds that can help anyone struggling to stay focused at work.

Pursue roles that match your passions and attention style. Most people find it easier to stay focused on things they’re deeply passionate about. Even if they’re “scatterbrained” by nature, they may be fully present when teaching a class, treating a patient, or building a house. So try to work in a field that you love.

But go a step further and look for a job that meshes with the way your mind works. For me, that meant going into social selling. It allows me to use written communication in short bursts across multiple platforms. It also allows for lots of quick conversations. I reach out to business leaders and prospects over Twitter DM, Facebook, and LinkedIn messaging.

Whiteboard your tasks. I list everything I have to do each day, with no exceptions. A small, 2-foot-square whiteboard sits on my desk. All my short-term responsibilities are listed on it, in the order of when they’re due: sales calls, proposals, meetings, contracts, and more. A larger, 6-foot-square whiteboard is mounted above my desk, listing my long-term responsibilities: business growth, prospecting, website changes, and so on.

These lists stare at me all day. I update them constantly and stick to them religiously. When I find myself thinking about a task other than the one I’m supposed to be working on, I glance up, make sure it’s listed for me to tackle in the future, and immediately switch back to the task at hand. And to keep myself focused only on one task at a time, I make sure nothing else is in my line of sight. I have a mini-cabinet on my desk to hide magazines, books, gifts from clients, and other potentially distracting objects.

Structure your days. I do long-term tasks only on Wednesdays. On the other four days, the short-term whiteboard rules my schedule. I don’t give myself the option to improvise or change my mind about this (unless there’s an emergency). I’m strict with myself, because if I allow myself to shift back and forth between the two whiteboards at any time, I’ll just keep bouncing around among different tasks and not get anything done.

Some people structure their work differently — switching to long-term tasks every other day, halfway through the day, or every other week. Find the pace that works for you, and keep to it.

Never multitask during a conversation. When you’re not focused on the person you’re speaking with, they know it. If you’re on the phone, they can hear it in your voice and inflection. If you’re meeting in person, they pick up on it through subtle, or sometimes not so subtle, cues.

When I’m speaking with someone in a professional setting, I don’t allow myself to do anything else at all. I can’t. If I so much as open an email during a call, I’ll miss what the other person is saying entirely. I prefer video conferencing over speaking on the phone — it engages me visually, reducing the risk that my attention will wander. If I’m talking to someone in person, I set aside my phone and other distractions.

I’ve also learned to “scan” conversations for key points. As the person is talking, I pick up on certain lines and phrases — the points I would write down as a summary of what they’re saying. It keeps me listening with intent.

As a result, people know they’ve got my undivided attention — something rare these days. They like talking with me, which matters a lot, since my work is all about relationships.

Have somebody always holding you accountable. Even when you take all these steps, there may be times your mind starts wandering. That’s why it’s helpful to have someone who knows your struggles and can help get you back on track.

For me, that’s my wife, a partner in my business. She keeps an eye on my whiteboards as well as my calendar. But it doesn’t have to be someone that close. It can be an assistant, a colleague, or even a boss.

People who are similarly invested in your business want it, and you, to succeed. And there’s reciprocity — you have their back, they have yours. You can hold each other accountable in different ways. Maybe you’re teaching them how to be more confident speaking in front of a group, or sharing some of your savvy with a new technology. We all have things to work on.

 

Opening up to colleagues or bosses about your struggle to focus can be nerve-wracking, because no one wants to be judged. But in my experience, if you give people insight into your world and your unique ways of getting work done, they’re likely to open up to you about their challenges as well. It leads to a more empathic, collaborative, and human work environment.

 

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HBR: A 2×2 Matrix to Help You Prioritize the Skills to Learn Right Now

Take time to reflect on the mix of activities in your working day. What would help you the most? Learning to write more clearly, improving meeting skills, or learning to manage your time more productively? Below is a blog from the Harvard Business Review by Marc Zao-Sanders.

A 2×2 Matrix to Help You Prioritize the Skills to Learn Right Now

So much to learn, so little time.

The world is bursting with learning. There are several million business books, 3,000 TED talks, 10,000 MOOCs, hundreds of thousands of e-learning courses, and millions of self-published articles on platforms such as LinkedIn and Medium. The article you’re reading right now is just one of thousands of articles on HBR.org. Picking the best and most relevant from all this is hard.

Yet it’s essential. The modern worker has very little time for learning — less than 1% of their time, according to Bersin, a division of Deloitte. And it’s more important than ever to learn continuously as the shelf life of skills shorten and career paths meander and lengthen.

So there’s a significant pressure on us all to learn the right stuff. How do we identify what that is?

One approach is to apply a time-utility analysis (similar in form to a cost-benefit) to the subjects you’re interested in learning. “Time” is time to learn. It’s effectively the opportunity cost to you of achieving competence. “Utility” is how much you’re likely to use the desired skill. For example, today’s manager spends a lot of time emailing, gathering data, running meetings, and making spreadsheets, so the utility for improving at these activities is especially high.

Combine time and utility, and you get a simple 2×2 matrix with four quadrants:

  • Learn it right away: high utility, low time-to-learn
  • Schedule a block of time for learning it, ideally in your calendar: high utility, high time-to-learn
  • Learn it as the chance arises — on a commute, lunch break, and so on: low utility, low time-to-learn
  • Decide whether you need to learn it: low utility, high time-to-learn

2x2 Learning.png

Once you’ve decided what you want to learn, you can use this same framework to zero in on specific skills to focus on.

Let’s illustrate the method with a single workplace activity with high utility: spreadsheeting. Knowledge workers spend almost half an hour in a spreadsheet every day. And in major corporations, this is almost synonymous with using Excel: there are almost a billion users of Microsoft’s spreadsheet program, and more than four-fifths of businesses globally use Excel. A time-utility analysis might suggest you want to get better at it.

But Excel contains over 500 functions and many more features; that’s a lot to learn. Where would you even begin? For a time-utility analysis to be of any use, we need it to help us at this level, down here in the weeds. To get a sense of utility, we reviewed dozens of articles written by Excel experts about their preferred Excel features. We used this analysis to compile a list of the 100 most useful Excel functions, features, tips, tricks and hacks, ordered numerically by utility. We combined this with our own data on how long each of these features takes users to learn, and plotted the two against each other. (Yes, we got a little excited about this project. Don’t worry, you don’t have to delve into this level of detail when you’re prioritizing your own learning.)

Exel Learn.png

As you’d expect, there’s some correlation (r=0.3), so the more useful items take longer to learn in general. But the scattered effect gives rise to some useful, tangible pointers for prioritizing what to learn.

You’ll find the quickest wins in the bottom-right quadrant, which we’ve labeled “Learn it right away.” In here we have time-saving shortcuts that can be applied frequently, like Ctrl-Y (redo) and F2 (edit cell) and a nice combination formula that cleanses your spreadsheet of errors (IF(ISERROR)).

The quadrant “Schedule a block of time for learning it” hosts the highly useful but more complex features, such as conditional formatting and pivot tables — these were deemed the two most useful on the entire list.

Bottom-left is those less useful but quick-to-learn items like Ctrl-5 (strikethrough) and Show Formulas (Ctrl¬).

Finally, in the top-left quadrant are the theoretically least appealing items, such as Get External Data and Text to Columns.

But for all of these, you, the individual learner, will impose your own opinions and experience on an analysis like this: “Actually, I already know Ctrl-Y, and I’ll never need to get external data.” And that helps filter out even more items, leaving you with an even more manageable list.

How would you apply this to your working, learning life? You probably don’t want to learn only about spreadsheeting, and you’re unlikely to have the kind of data we’ve used above at your fingertips. But you may have an idea of some of the skills you’d like to acquire or develop.

Consider the mix of activities in your working day. What would help you the most? Finally being able to use Photoshop, getting a grip on Agile or Waterfall, learning to write more clearly? Are there meta-skills that would help you do all of these things better — like coming across the way you intend to in meetings, or learning to manage your time more productively? You could assign approximate scores for time (to learn) and utility for each of these and plot a scatter chart like the one above. Or you could just estimate: Classify the skills on your list as either low or high in utility and time to learn, and place them in the corresponding quadrant. Either way, what shows up in the bottom-right quadrant? You may discover some learning bargains.

You can use this approach just for yourself, or across a team, department, even your entire company. Since you probably don’t have much time to learn, learn to make the most of what you have.

 

HBR: Become a Better Listener by Taking Notes

Are you taking notes during meetings? Sabina explains why taking notes makes you a better listener. Meeting notes will help you make better decisions. Below is a blog from the Harvard Business Review by Sabina Nawaz:

Become a Better Listener by Taking Notes

Team dynamics can make or break a meeting. Have you ever been in a meeting where people interrupt each other, introduce new ideas when they should be building on the conversation, and repeat someone else’s point just to be heard? These communication issues waste time and energy, and usually lead to more meetings to correct misunderstandings, reiterate decisions, or soothe hurt feelings and interoffice tensions.

But there is one thing you can do that can make a significant difference to improving the quality of time you spend in meetings: Listen. By improving the way you listen and understand others in meetings, you can make that time more productive by reducing repetition and misunderstandings.

If simply listening can solve so many problems, why is it so hard to practice? One reason is we’re listening to interrupt with our ideas or rebuttals. We listen so we can jump in with our perspective. Or we’re worried we’ll forget what we want to say if we listen for too long. We focus on our own communication, rather than listening to understand others.

Through my work with executive teams, I’ve developed a simple technique that can help anyone listen more effectively in meetings. I call it Margin Notes. You may already take notes during meetings, but unless you’re using them wisely to understand others and plan your response, you may still fall into the same trap of speaking before you think. Margin Notes allows you to think, process information, make connections between points of discussion, and ask effective questions instead of blurting out the first thing that comes to mind.

Here’s how it works:

  • Set your page with a wide margin and take notes when someone else is talking. In the main body of your notes, capture only what the other person is saying. These don’t have to be verbatim; just jot down the key points. You can accurately quote individuals later.
  • In the margin, capture your ideas, judgments, rebuttals, and questions to each of the points you’ve written down. By marking them to the side, you separate your own thoughts from what others say. It lets you set aside (literally) your own voice and gives you space to listen to others. For example, when your boss excitedly outlines idea after idea for a product launch, you might note in the margin, “Ask about budget” or “Remind about CEO memo.”
  • When you speak, only bring up items from your Margin Notes that haven’t already been addressed and are the highest priority, and cross them off as you go. If you’re unable to raise some topics during the meeting and the items are important to you, tag them for follow-up.

For example, Ari is chief of staff to Brenda, the CEO of a 200-person scientific organization that was struggling. Its main source of funding had been favoring its competitor, and some key people had left to start their own ventures. Tensions were high, and some of the remaining team members were trying to one-up each other in discussions. Others were desperate to take any action as soon as possible. The ensuing miscommunications, high-stakes decisions, and panic led to conflict and unproductive meetings.

Brenda gathered her direct reports to discuss how they might sharpen their efforts in the face of dwindling resources. Ari took these notes following the Margin Notes model:

***

Ari assessed his Margin Notes and focused his questions during the meeting on the most important issues he had jotted down: What are the decision criteria for budget cuts, and should cuts be spread across projects, rather than cutting projects in their entirety? He waited until the end of the meeting to also ask about cuts in infrastructure and marketing.

Then, in a one-one-one with Brenda, Ari tackled some of his other concerns: “We’re an action-driven culture. Do we need to slow down? Do we lose possibilities by not questioning assumptions?” He also noted, “The team doesn’t question you; they just jump into action. Are we relying too much on your judgment alone? Should some of these decisions be passed on to others in the team?” Lastly, Ari observed, “I worry we may not be fostering a culture of healthy conflict. Jennifer seems nervous whenever Josh and John seem to argue, and tends to turn to your guidance.” There were also several points that Ari chose not to raise because they were low priority at the moment. He marked these comments, so if they continued to be an issue, he could raise them later.

Ari’s Margin Notes enabled him to make a considered decision on how to guide the conversation more strategically toward business outcomes, rather than further fuel the competition between John and Josh. He was then helpful to Brenda by reflecting some of the dynamics he observed in a separate meeting. This allowed Brenda to approach the next meeting’s agenda more thoughtfully and adjust her own behavior. Based on Ari’s comments about the team’s culture, at their next leadership team retreat, Brenda facilitated a discussion about their implicit cultural norms. They collectively brainstormed changes to become a higher functioning team during these lean times.

As you take these notes, don’t just write down the facts of the discussion. Here are some things to consider when taking Margin Notes so you can listen better:

  • Write down themes from your main notes. When you listen across topics, what is a common theme? How are they related to each other? What’s the bigger story they’re telling? For Ari, his observation about culture was one of these themes.
  • Capture questions and flag them to ask at the appropriate time. Ari held off on asking the question about cuts across infrastructure and marketing in addition to projects until the end of the meeting so as not to take the focus off the hard trade-offs that needed to be made on projects first. He also took some of the personal dynamics to a private one-on-one with Brenda, rather than openly critiquing other team members in the meeting. This helped him to avoid calling out or embarrassing his colleagues, while also providing an opportunity for Brenda to create conditions for better communication in future meetings.
  • Test assumptions. When someone makes a general statement for the first time in a meeting, examine it from all angles before considering action. Ari considered several assumptions about how the budget cuts could be implemented and whether there were ways to expand funds instead of simply cutting the budget.
  • Pay attention to what’s not said. There’s rich data in both what’s unsaid and what is said nonverbally. In Ari’s case, he noticed that no one asked questions or challenged assumptions; they immediately jumped into discussing specific projects and implementing the budget cut. What’s more, he observed some nonverbal behaviors. When John and Josh talked about their projects, they made eye contact with only Brenda and never looked at each other or other team members. It made Ari wonder if John and Josh were competing to lobby Brenda to consider the merits of their projects over others. He decided to raise this concern with Brenda separately so she could look deeper into these projects.
  • Be discerning about what you ultimately share. You don’t have to share everything from your Margin Notes, especially in a meeting setting. Ari simply asked three questions which shifted the tone of the session. He later followed up privately with Brenda about some of his other concerns, and noted some points that could wait until high-priority items had been completed.

 

Capturing others’ words helps you track what they’re saying, and by writing down your thoughts next to each point, you can ensure you won’t forget important follow-ups while still digesting the conversation. Allowing yourself to listen more deeply to meetings gives you the opportunity to connect the dots, present your ideas more convincingly, and get more real work done in meetings.

HBR: Good Leaders Are Good Learners

Are you setting learning goals? Is your company helping you identify your learning opportunities? Below is a blog from the Harvard Business Review by Susan J. Ashford, Peter Heslin, Lauren Keating:

Good Leaders Are Good Learners

Although organizations spend more than $24 billion annually on leadership development, many leaders who have attended leadership programs struggle to implement what they’ve learned. It’s not because the programs are bad but because leadership is best learned from experience.

Still, simply being an experienced leader doesn’t elevate a person’s skills. Like most of us, leaders often go through their experiences somewhat mindlessly, accomplishing tasks but learning little about themselves and their impact.

Our research on leadership development shows that leaders who are in learning mode develop stronger leadership skills than their peers.

Building on Susan Ashford and Scott DeRue’s mindful engagement experiential learning cycle, we found that leaders who exhibit a growth mindset diligently work through each of the following three phases of the experiential learning cycle.

First, leaders set challenging learning goals in the form of “I need to learn how to…” For some leaders, the goal might be to become more persuasive or to be more approachable. With a goal in mind, leaders can identify opportunities to make progress toward it. These could include a new project, an international assignment, a job rotation, or simply striving to approach routine encounters in a fundamentally different way.

Next, they find ways to deliberately experiment with alternative strategies. A leader interested in increasing their persuasiveness, for example, might experiment with sitting in a different place or speaking first or last in a critical meeting. Creating and capitalizing on learning opportunities can be bolstered by having a coach or peer provide feedback and act as a sounding board.

Finally, leaders who are in learning mode conduct fearless after-action reviews, determined to glean useful insights from the results of their experimentation. Candidly reflecting on what went well, what did not go so well, and what might work better in future are essential though often neglected initiatives for learning from experience and discerning what to focus on learning next. Understanding these principles is important for organizations not just because it means that leadership development doesn’t have to be expensive, but also because it means that leadership skills can be systematically learned and practiced.

How can leaders enter learning mode? Leaders can construe setbacks as meaning they have not yet developed the required capabilities, rather than them being just not cut out for the task at hand. They can also avoid the trap of constantly seeking out places and tasks to highlight their strengths, as well as feedback that affirms their innate talents and self-esteem. Simply asking themselves, “Am I in learning mode right now?” can be a powerful cue to wholeheartedly focus, or refocus, on their leadership development, as well as their leadership performance, and thereby truly learn from their experiences.

How can organizations help leaders enter and remain in learning mode? Organizational leaders can help rising leaders focus more on being progressively better than they were in the past, rather than on constantly benchmarking themselves against others. They can model construing mistakes as potential learning opportunities rather than as indicators of leadership inadequacy. In hiring and promotion, organizational leaders might give priority to those most likely to grow and develop in a role. Finally, they might conduct an audit of fixed mindset cues in their organization — such as the use of psychometric testing to select the most “innately qualified” high-potential leaders; forced ranking performance appraisals; and winner-take-all reward systems — and tweak them to focus more on developing than diagnosing leadership capabilities.

The bottom line is that by supporting leaders being in learning mode, organizations can develop the capabilities that leaders need to anticipate, respond to, and continually learn from the stream of emerging challenges to organizational prosperity.

HBR: The More Senior Your Job Title, the More You Need to Keep a Journal

I started journaling this year. I used my own version of the Five Minutes Journal. Here are my reflection items:

  • I am grateful for…
  • What would make today great?
  • Daily affirmations. I am…
  • 3 amazing things that happened today…
  • How could I have made today better?
  • What today was most life-giving?
  • What today was most life-taking?
  • I measure my buckets (1 -10) on Connections, Vitality, and Contributions taken from the book How to Live a Good Life: A Practical Guide to a Life Well Lived.

Below is a blog from the Harvard Business Review by Dan Ciampa:

The More Senior Your Job Title, the More You Need to Keep a Journal

For leaders assuming the CEO title for the first time, taking time to learn and think translates into early successes. But the problem is there’s little time to do either. Information comes at them more quickly, more people than ever before demand their time, and they’re told that the myriad decisions piled in front of them are all important.

If hired from outside, there is a new culture to get used to and it’s not clear who to trust. Even when promoted from inside, the pace can be jarring compared to running a division in the same company. In both cases, any new leader must manage intense exposure (as it sinks in that top leaders have few places to escape to) and unrealistic expectations (of both self and others).

There is nothing new leaders can do to avoid these problems completely. All they can control is how they react to them. Because we tend to make mistakes when things speed up, especially when in unfamiliar territory, it can make all the difference to find ways to slow things down.

The French philosopher Blaise Pascal pointed out that “All of humanity’s problems come from man’s inability to sit quietly in a room alone.” He didn’t mean sitting quietly in front of a laptop responding to emails. The best thinking comes from structured reflection — and the best way to do that is keeping a personal journal.

I started keeping a journal when I took over a manufacturing research, software, and consulting firm. I was very young, we were in crisis facing a challenging market, and I wasn’t sure whom I could rely on. I kept a journal through my 12 years as chairman and CEO and have since recommended it to people moving into any senior position for the first time.

There’s strong evidence that replaying events in our brain is essential to learning. While the brain records and holds what takes place in the moment, the learning from what one has gone through — that is, determining what is important and what lessons should be learned — happens after the fact during periods of quiet reflection.

Also, when we slow things down and reflect, we can be more creative about solving seemingly inscrutable problems. Take, for example, a technique called the “second solution method” that I’ve used in the past. If a group was struggling to come up with options to solve a tough problem, we would brainstorm to identify a list of possible solutions. Before switching to prioritizing, making items specific, etc., we tried to identify all possible options. I found the best approach was to tell the group to take a break and when it reconvened to ask, “What else occurs to you?” Inevitably, this simple question resulted in about 50% more items, often of higher quality. By experimenting, I found that the break that took place between the first and second rounds was more important than the question. A journal is an effective, efficient, private way to take a similar break.

Journal entries should provide not only a record of what happened but how we reacted emotionally; writing it down brings a certain clarity that puts things in perspective. In other cases, it’s a form of mental rehearsal to prepare for particularly sensitive issues where there’s no one to talk with but yourself. Journals can also be the best way to think through big-bet decisions and test one’s logic.

While personality, style, and situation cause different approaches, some guidelines have proven useful for the best results. Notes should be made as soon as possible after an event from which one wants to learn—ideally the same day. Waiting more than 24 hours seems to sacrifice specificity about details that made the most difference and why they happened.

An entry should begin with the primary outcome — the headline that best captures the major result. Then, list the essential reason for that outcome; an always-subtle root cause made apparent by asking “why?” five times to peel back each layer, revealing what came before. (I remember reviewing my journal once and realized that several big-bet decisions turned on the right question asked at just the right point in the debates. Fortunately, my notes were in enough detail that they showed that the same subordinate asked the right question each time. I started listening to him much more closely). Third, recall the emotions that affected decision making and why they flared. Last, identify what you can learn from the whole experience and what you can do differently next time.

Many will opt to keep a journal on their computer or iPad. While that may be more efficient, the point of keeping a journal is not efficiency but to reflect and slow things down so that learning is maximized. For that purpose, handwriting may work better. The novelist Paul Theroux has said that he writes long-hand because, “The speed with which I write with a pen seems to be the speed with which my imagination finds the best… words.” He noted a 2011 Newsweek article that said, “Brain scans show that handwriting engages more sections of the brain than typing [and] it’s easier to remember something once you’ve written it down on paper.”

With so many benefits of keeping a journal, why do so few leaders do it?

  • It takes time, a most precious asset. Because a journal requires reflection, it’s best done during quiet periods, which are rare for any leader.
  • Sometimes, keeping a journal requires reliving something one would just as soon forget. Even though a vital step in learning, it’s unpleasant.
  • Because many leaders prefer to rapidly move on to the next challenge, reflection is not high on their list of things they enjoy or have much experience with.
  • Like any tool, it takes time to perfect the best way to use it. The methodology offered here did not happen right way, but came after many trails and errors.

These are minor drawbacks compared to the benefits. Slowing things down leads to better-thought-through, more effective judgement and to learning what to do more of and what to change. One result, as important as anything, is an increase in the satisfaction that should come from being in charge. A personal journal should be part of any leader’s toolkit.

HBR: Your Sales Training Is Probably Lackluster. Here’s How to Fix It

Have you ever used NRLA’s Learning Management System (LMS) for online technology training? Do you have your Certified Building Materials Specialist (CBMS) designation? If not, your company may be missing out. Below is a blog from the Harvard Business Review by Frank V. Cespedes and Yuchun Lee:

Your Sales Training Is Probably Lackluster. Here’s How to Fix It

U.S. companies spend over $70 billion annually on training, and an average of $1,459 per salesperson — almost 20 percent more than they spend on workers in all other functions. Yet, when it comes to equipping sales teams with relevant knowledge and skills, the ROI of sales training is disappointing. Studies indicate that participants in traditional curriculum-based training forget more than 80 percent of the information they were taught within 90 days.

As alarming as those numbers are, they shouldn’t come as a surprise if you consider how sales training is usually conducted. On-boarding, for example, is usually a one-off session in which reps are expected to absorb large amounts of information in a limited amount of time. Then, further training is usually limited to new production introductions or annual “kick-off” meetings to set quotas, where reps are flown in, given information and marching orders, and “fired-up” by a motivational speaker or exercise (more hot coals, anyone?). Further, on the off-chance that training is consistent and continuous, reps aren’t usually provided with coaching or given serious performance evaluations during which development (not only compensation) is discussed.

Although curriculum-based training — classroom-type courses typically focused on a selling methodology and activities like time management — has its place, it should only be treated as a foundation.

To increase retention and effectiveness, companies should offer reps additional training at times of need, provide them with access to supplemental material that reinforces what they’ve already been taught, and allow them opportunities to practice their skills in time frames connected to actual buying processes. They can do so by using the same technologies that are “disrupting” their customer-contact activities: videos and mobile apps that reps can view on their devices before, during, and after training initiatives.

In addition to providing reps with easier and timelier access to information, videos and apps improve comprehension when someone hears information, they remember about 10% of it three days later, but, when a picture is added, retention increases to 65%.

Here are some ways to incorporate better technology into training:

Before. Salespeople must learn about strategy and sales tasks at your firm, not only a generic sales methodology. They must learn how other functions affect, and are affected by, selling activities: for example, product management, marketing, pre-sale application support, and post-sale service. They don’t need to know how to do those jobs. But increasingly they do need to know what those jobs are and how they affect customers.

Because of this, on-boarding should be treated as an on-going process, not a one-off event. This can be achieved through a smart combination of on-site and on-demand videos that can be used anytime and anywhere while delivering consistent messages to your reps.

Consider Salesforce Commerce Cloud. To supplement their quarterly “boot camps” for new hires, the company uses a mobile platform to give sales reps access to the most relevant content, product positioning, and messaging. As one new rep testified, the videos quickly brought her up to speed on company messaging and customer stories. As a result, she felt more connected to Sales Commerce Cloud and confident in her corporate knowledge and relevant sales tasks before her start date.

During: In order for reps to develop new behavioral skills, they must practice a behavior multiple times before it becomes comfortable and effective. And it has to be related to a relevant task. If salespeople are motivated by a deal, they’ll be more incentivized to learn. In other words, in order for training to be effective, you’ll need to deliver the content at a time of need.

Technology can help make this happen, allowing reps to continuously learn from mobile content that is customized to their needs. When combined with traditional training, this approach helps reps turn product, market, and selling factoids into coherent narratives and behavioral models.

For example, Pacific Life Insurance Company, which sells insurance, retirement products, and mutual funds to financial advisors via its field wholesalers, uses video coaching. This allows its wholesalers to record their practice pitches and share them with their regional sales managers (RSMs), who give feedback from their mobile devices when and where reps need it. This helps Pacific Life leverage its scarcest resource: face time with advisers.

Additionally, each wholesaler must articulate a positioning statement for a particular investment product via a five-minute video. Regional sales managers then select the best videos and use them as examples of engaging sales presentations. This helps the wholesalers refine, rather than improvise, their presentations, established best practices, and creates consistency. It also builds confidence in reps, increases their competency, and establishes continuous improvement process.

After. Like other professionals, salespeople improve by identifying specific areas where they must improve and then receiving clear feedback on performance. Feedback is crucial to getting people to practice the right things, eliminate bad or outdated habits, set priorities, and clarify accountabilities owned by the rep versus the manager or the firm — all keys to effective sales leadership.

Technology can help extend the reach of good sales managers. Pacific Life, for example, faces an increasingly common challenge: How can sales managers effectively coach a geographically-dispersed salesforce while minimizing time taken out of the field for training? Mobile video coaching has allowed RSMs to coach wholesalers without the need to be in the same time zone. It also enables managers to identify potential weaknesses and improve wholesalers’ message delivery, rather than have them practice on advisers.

 

Unlike many today, we do not intend to oversell the power of technology. Selling is not reducible to a two-minute YouTube video or a 17-minute TED talk, and managers who can’t or won’t do coaching and performance reviews will be ineffective regardless of the technologies they employ. Since companies already spend a ton on sales training, the leverage resides in how you spend that time and money, not how much.

 

 

Original Page: https://hbr.org/2017/06/your-sales-training-is-probably-lackluster-heres-how-to-fix-it

 

KI: How to Maintain Strong Friendships as You Move Through Your Career

How is your relationship with co-workers and colleagues?  Below is a blog from the Kellogg Insight by Neal J. Roese:

How to Maintain Strong Friendships as You Move Through Your Career

What the science of regret says about work–life balance and prioritizing close relationships.

Based on the research and insights of Neal J. Roese

For many on ambitious career paths, long hours—and maybe a relocation or two—are a given. And while those may be good choices, says Neal Roese, a professor of marketing at the Kellogg School, keep in mind that if your closest friendships are a casualty of your busy schedule, you will likely come to regret it.

Roese is a leading expert in the science of regret, how to avoid it, and how to use it to make choices that will bring you satisfaction in the long run.

“There’s a tendency to neglect one of the most important aspects of our well-being, which is our connection to others,” says Roese, author of the bookIf Only. “We’re finding that people frequently regret losing these personal connections.”

Nonromantic relationships are particularly susceptible to benign neglect. “We all understand that we need to invest in our relationship with our spouse or partner,” says Roese. “What might be not so obvious is that maintaining close friendships takes effort, too, and that the effort is worth it.”

So what can even the busiest among us do to keep our friends close and our life as regret-free as possible? Roese offers some research-backed strategies.

Know Thyself—and the Limits of Facebook

We all desire security, purpose, romance, partnership, and fulfilling work. Yet when these drives collide—the drive to search for fulfilling work versus, say, a desire to stay connected to the people already around us—we do not always choose what would ultimately have made us happiest.

“People aren’t necessary good at predicting their own emotional reactions to the outcomes of the choices they make,” Roese says. “In retrospect, however, they can see what mattered most.”

And what does matter most? While plenty of professionals have career- and education-related regrets, Roese’s own research finds that some of our most intense regrets have to do with losing touch with friends.

For Roese, this means people should work harder to maintain the relationships that mean the most to them—and not just by liking someone’s vacation photos on Facebook. “What we see is a longing for a close connection,” he says. “In the age of social media, we can call lots of people friends, but what people miss when they’ve lost it is a friend close enough to share intimate life details with. This is common with friendships that were important to people in their twenties and that fall away in their forties or fifties. People in their twenties might not realize how many life forces will push them away from their friends as they get older.”

Put In the Effort

One of the simplest ways to preserve a close friendship is to make a point of keeping it on your schedule.

“As people start getting caught up in work and family life, the first thing to go is the weekly or monthly beer you used to have with your friend,” Roese says.

This tends to be especially tricky for men. There is an interesting gender difference in the literature on how people keep friendships, Roese explains. Women are better at preserving one-on-one connections, known—to social psychologists, anyway—as dyads. “Dyadic connections are a specialty of women,” Roese says, “whereas men tend to be better at forming small groups, such as sports teams. Men need an extra nudge to preserve time for one-on-one friendships.”

“Regret hurts, and so our immediate reaction is often to ignore it. But you might also listen to the signal that’s inside that regret.”

Be Ambitious but Preserve What You Value

But preserving friendships does not necessarily mean limiting one’s ambition or refusing to chase opportunities that might disrupt one’s sense of community. In fact, the literature around regret suggests that risk-takers are rewarded with greater feelings of satisfaction.

“There’s plenty of research to show that when we have an opportunity and take it, we’re less likely to feel regretful, because we’re very good at reconciling ourselves to what unfolds. When we don’t take opportunities, however, we’re haunted by what might have been.”

In one study by Kellogg professor Victoria Medvec, for instance, 83% of respondants named something they had not done as their single most regrettable action over their entire lives.

So it certainly pays to take the opportunities that come along, even if they put you on a slightly itinerant path. The key is finding ways to make personal connections wherever you are, and preserving the ones you value most.

Roese recommends looking beyond workmates and colleagues. “If there’s a way to move to a new city and make friends outside your area of work, that can be more nourishing, in part because if something is going bad at work, you have someone who’s a more sympathetic ear for you. You can share intimate details without giving yourself away.”

“This is where social media really can help—it’s easier than ever to connect to people who share your interests and hobbies,” says Roese.

Reach Out for Needed Perspective

Roese also has advice for how we should rely on the close friendships we have managed to maintain. In addition to connection, he says, close friendships offer much needed perspective. As we reflect on our lives and our accomplishments, our friends can often see more clearly than we can the ways in which we have already succeeded.

“We don’t always do this well,” Roese says. “Too often, we immediately imagine the ideal—what’s the best possible outcome. But we stop there. We don’t take the time to pat ourselves on the back and feel a little bit better about all the great things we did.”

A classic example of this comes from another study by Victorica Medvec. In a paper published after the 1992 Olympic games, she and her coauthors evaluated photos of athletes on the victory podium and found that bronze-medal winners expressed more positive emotions than silver medalists.

“The bronze medalist compares downward and sees how easily they could have missed getting a medal at all, which made them better appreciate what they had actually achieved,” Roese says. “The silver medalist looks upward to missing out on the gold, and so feels a bit worse because of missing out on an ideal outcome ”

When reflecting on our past, and making decisions about the future, using close friends as clear-eyed sounding boards can prevent us from making choices we will later regret.

It’s Never Too Late

And for those who do drift away from their friends—it’s never too late to be in touch. One of Roese’s central insights is that regret is not simply a way to torture oneself on a sleepless night; it can also be an opportunity to change certain behaviors in a reasonable and targeted way.

“Regret hurts,” he says, “and so our immediate reaction is often to ignore it. But you might also listen to the signal that’s inside that regret, and the signal might represent a lesson, or a useful kernel of truth if you crack open the shell. There’s always time to change your behavior.”