Finding, Learning, and Remembering Life’s Lessons

by Applying Daily Learning Audit Questions
Your Personal Daily Incremental Learning Audit

One benefit of growing older is that every month brings a handful of messages from former clients, students, colleagues, friends, relatives, even strangers. They want to share some episode from their lives where something I said, wrote, discussed, or taught powerfully affected their life’s trajectory.

These notes are always inspiring. I respond in two ways, grateful appreciation and asking these correspondents to please answer several of the following questions, or as many as they care to:

  1.     What’s the most important thing you learned from me?
  2.    What is the most surprising thing you learned from me?
  3.   What’s the most interesting thing you learned from me?
  4.   What’s the most unusual thing you learned from me?
  5.   What’s the most useful thing or idea that you learned from me?
  6. What do you know now that you didn’t know before you heard, saw, talked, or something read from me?
  7. What new questions were raised for which you need answers or deeper questions?
  8. What will/did you do differently based on what you learned from me?
  9. Why did you come to me? 

How I learned to organize my daily learnings, every day

From the earliest days of my career, there was so much to learn every day. I was having trouble retaining and recalling it all. Then I met this amazing young, new CEO I was to be coaching. He asked me to visit him every Tuesday at 5:30pm for an hour. Well, ok. He’s the client and the requests were unusual but reasonable.

After a month of Tuesday meetings, I asked him why he set our weekly meeting the way he did. I will always remember his response and so will you.

He said,” I spend every Tuesday afternoon evaluating what those who work for me have learned from me.” And then he said,” “and, I from them.” “Jim, you come at the end of my learning day to help me truly and powerfully understand and integrate my thinking and their thinking into what we do every day.”

His technique was to ask a handful of important questions, then lean forward and listen carefully. His questions were business related, some technical, some emotional, some calling for judgmental responses.

At that moment I knew I should have been paying him.

Getting Started

I immediately established a set of my own Learning Audit Questions. Everyone took the questions very seriously.

Here’s a set of answers from an assistant who worked for me for one year:

Learning Audit Example #1
Former Assistant (with me 18 months)

Jim, here are my answers to those questions. I hope this is helpful to you.

  1. The most important thing I learned is a quote from your book where you speak about how helping someone else achieve their goal will in turn help you achieve your own goals. 
  2. The most interesting thing I’ve learned is to focus on what can be
    accomplished to look for solutions, always be mindful of the way I’m speaking or writing in correspondence, and to not default to what “cannot be done”. 
  3. The most surprising thing I learned is about myself and how, even though I love writing, I wouldn’t want to write for a living, which is why I’ve enjoyed my work and time as an admin.
  4. The most useful thing I’ve learned is just the importance of tracking, maintaining, and creating a process and system for organization not just of material and content, but also of life things.
Learning Audit Example #2 Former client in mid-career, years ago with me 2.5 years

Jim, In terms of your questions:

  1. What is/was the most important thing you learned from me?
    a. The importance of being a verbal visionary and how to achieve that
    b. Use of power words, especially for women
    c. Know your client’s/leader’s business and their concerns and perspectives
    d. Don’t be afraid to raise tough questions
  2. What is/was the most surprising thing you learned from me?
    a.    The critical need to identify and care for victims – and they aren’t always who you think they are.
    b.   The importance of face-to-face comms – with internal and external audiences. The power of this became crystal clear when I helped implement your strategy for the Venice Hospital sale.
  3. What is/was the most interesting thing you learned from me?
    What leaders need and want – options, candor, straight talk.
  4. What is/was the most memorable thing you learned or observed about me?
    How you communicated with leaders and held their attention!
  5. What are/were some important questions that you needed answers following our work together?

    How can I continue to improve?
  6. What do you do differently now because of our working together?
    Many things!
    a. Stopped preparing long documents of strategies and options.
    b. Learned to think more on my feet and respond verbally, immediately.
    c. You made me a much better strategist and counselor.
  7. Question 9

    Quite often, Question # 9 triggers a conversation. “Why did you come to me?” Here is an answer from a senior practitioner and tends to reflect similar answers to this question.

    She said, “I reached out to you because when I think of who has made an impression on my career, you are among a handful. I’ve appreciated your direct and invaluable approach to counseling executives. It’s straight as in forward, considerate, decisive, and anchored in doing the right thing…while being prepared if that doesn’t happen.

    My Recommendations for you

    Whatever the stage of your career, you can begin using this technique to teach yourself about yourself, a handful of real questions in every evaluation situation. Keep it simple.

    If I’m seeking evaluation of a presentation, meeting, coaching session, or similar setting, I’m interested in learning what other people learned from spending time with me, from their perspective. If I am going to take some participant’s time with a survey it should be:

    1. Brief, 5 questions is the ideal length. You can always follow up with more.
    2. Help them learn about what they learned during their program or experience with you, while also helping you learn about yourself. 
    3. What to avoid.

    Avoid #1. Surveys that just collect data mindlessly and without purpose. It’s irritating. Stop participating. Focus on fact and truth-gathering approaches as advocated here.

    Avoid #2. Forced answer polls/surveys. Forced answers corrode and contaminate survey results. Forced answering is forced lying that produces mis or disinformation. STOP It. Avoid any data gathering using forced answers. Survey Monkey always uses forced answers. All Monkey Surveys and surveys requiring forced answers are garbage.

    Avoid #3 Lying. Expose lying. The more lies you or others you know fabricate and compound, the deeper the truth gets hidden and harder to find.

    • Allegories
    • Analogies
    • Euphemism
    • Lies
    • Metaphors
    • “Nuanced Descriptions”
    • Obfuscation
    • Stories – are never the truth.
    • Translations, “in other words…”

      Look familiar?  Yes, we use some of these tools and techniques when trying to avoid the truth. In the end it’s a lot easier to be simple, sensible, positive, declarative and plainly truthful.
       
      Truth avoidance is the greatest contributor to confusion, doubt, suspicion and needless usually permanent trust damage.
       
      To be continued.

How Leaders Think and Operate
Part Two:

This series of articles are provided as real insight into what happens in the C-Suite. So few PR people really get to work in the C-Suite on issues of importance to the entire organization. Most often we are in there briefly to get assignments, do projects, or answer questions. There is no practical school for learning how to be in a C-Suite effectively. This series of articles is designed to give you snapshots of the sort of things you want to learn and know about. I’m happy to discuss anything with anyone reading this document. Always happy to help our colleagues get more access to the top of the organization. If you have questions, please call or email jel@e911.com.

The main topics in this section of CEO Coaching Notes are: 

The Four Kinds of Information CEO’s Always Need

Each of these sessions provides important insights into how leaders think, how leaders plan, how leaders make decisions, and the information they need to have going forward. There is a lot of it. Always keep this in mind, one of the greatest CEO I’ve ever had the pleasure of knowing and working with had terrific answers for crucial questions. And one of the most interesting answers I ever heard him say was when he was asked, “What is the most problematic part of your job as a CEO?” His answer surprised me but is incredible true and important for you to know. He said, “Being the last to know.” Think about it, knowing what the boss needs and wants to know and being able to provide it is one of the important and central keys to being invited into the C-Suite more frequently than for just planning another party.

    1. Data
      1. A sense of the market
      2. Organizational performance measures
    2. Perception issues
      1. What’s going on
      2. Gossip
      3. Temperament of investors
      4. Emotional state of the organization
      5. Candid assessment of the existing situation
      6. Candid assessment of the people in positions of responsibility to achieve their missions and reach these destinations.
    3. Responses to be executed in real-time
      1. Constantly redefining priorities
    4. What to do next
      1. Next steps
      2. Next events
      3. Next decisions
      4. Looking for barriers

    The Difference Between Leadership and Managing.

    • Managing is about making goals, and meeting the plan. Working inside the box.
    • Leadership is seeing over the horizon, choosing your destinations, then telling, teaching, and showing the rest of us where we are headed.
    • Strategy is how we get to the goals and achieve the vision.

    Management and Leadership

    • Management is…
    About coping with complexity, practices and procedures, control and problem-solving.

    Process and procedure.

    • Leadership is…
    About coping with change, competition, achieving grand visions, motivating, inspiration.

    Telling, showing, storytelling.

    • “Leadership and management are two distinct and complimentary action systems.”

    John P. Kotter What Leaders Really Do

    Leadership Realities

    • Leadership is…

    Most verbal communication

    A performing art

    Communication in the future tense

    About tomorrow and beyond

    Often on territory no one yet owns or occupies

    About strategy

    Strategy

    • Strategy is the key attribute of leaders and leadership.
    • Strategy is the energy that drives business and organizations, guides leadership, and directs the team.
    • Strategy draws people in the same direction.
    • Strategy is a positive, energizing state of mind.
    • Strategy provides the energy and momentum for the current plan of action.
    • Strategy is always positive.
    • Strategy is always about the future.

    Leaders are people of tomorrow. They work outside of the box. Their main job is to see over the horizon, identify new destinations, and then lead us to them.

    Leadership Realities

    • Leadership, when communicated, is the most strategic management value. Without leadership communication, even the most well-oiled machine will produce increasingly less value.
    • Leaders constantly search for ideas and concepts that can be concisely verbalized to drive the organization forward.
    • Leadership communication, of almost any kind and at almost any time, fosters forward movement in the organization.

    Why They Want Top Jobs

    • Enjoy complex problem-solving
    • Directly affect the business
    • Implement personal ideas
    • Help the organization go from good to great
    • Build a company to last
    • Make a difference in the world

    Why Top Jobs are Refused/Avoided*

    • Too little work/life balance
    • Too much focus on quarterly earnings
    • Too much stress
    • Too much public scrutiny
    • Sarbanes-Oxley and other regulations
    • Too many stakeholders demands
    • Excessive media scrutiny

    What Sets Leaders Apart

    1. Focus on the future
    2. Truly see the bigger picture (are strategic)
    3. Develop followers
    4. Attract other leaders
    5. Act in real time

    How Leaders Think

    • It’s process, mostly
    • It’s inspiration, somewhat
    • It’s pragmatic (to survive)
    • It’s strategic (almost always)

    Why CEO’s Get Fired

    • Don’t deliver
    • Too optimistic
    • People problems
    • AWOL
    • Stuck in the mud
    • Communication Incompetence

    How Leaders Navigate

    They know50%
    They estimate25%
    They guess12.5%
    No clue12.5%
    When you are the leader, there is no one to follow. But you have the best view of the future.

    CEO Leadership Communication Function Ratios

    There are seven key leadership function ratios:

    Decision making:                                                    5%
    Articulating:        40%
    Coaching/Teaching/Motivating: 40%
    Forecasting (guessing):      5%
    Admiration Building:       6%
    Reputation Repair:       1%
    Repeating, Re-emphasizing, Re-interpreting:   20%

    117%
    The math is correct because the job of a leader is close to 24/7. Anyone who does anything on a 24/7 basis is, by definition, doing substantially more than any peer in a non-leadership position.

    Leadership Communication Impact on Employee & Organizational Performance

    CEO                            5%
    Senior management6%
    Upper management7%
    Middle management8%
    FLS30%
    T.G.N.T.M.25%
    I.M.I.U.

    Total
    19%

    100%

    Send Me Your Questions

    A lot of this information I know will be new to you, even if you spend some time in a C-Suite. I am happy to answer any of your questions about what I’m talking about in this section and any of the other articles in this series. The easiest way to is to email me at jel@e911.com. I’m frequently asked about all of these things so I’m pretty much ready with whatever answers you think you might need.

                Please write, and I will respond promptly. Looking forward to being helpful to you.

                Also important and available for free:

      The Challenge of Change
      (Ugh, Not This Again?)

      * This Phrase is used in a high number of CEO letters and management reports every year.

      The truth? Bosses seem to love change, but when the subject is change, it scares the pants off of people.

      Time to wake up about the destruction caused by “change”. CEO’s listen up. Find another approach. Successors get ready to move up.

       

      The True Challenge of Change…is to Find Another Way to Talk About it,or Suffer the Consequences. 

      1. Change rattles everyone.
      2. Change disturbs community, personal, and organizational values.
        1. It better be good.
        2. It better be worth it.
        3. The tomorrow change promises must be better than the yesterday we know and want to keep.
      3. Change distorts, disturbs, and unsettles cultural norms and expectations.
        1. Creates stress, critics, and angry people who accumulate.
        2. Creates confusion from inadequate explanations, rigid deadlines, and failure to answer questions when those answers are needed.
      4. Cushion the blow, reduce the bad news.
        1. Change always causes bad news that ages badly.
        2. Bad news gets worse before it gets better.
        3. Bad news never ends in the place you expect, plan, or hope for.
      5. You have to meet with your fiercest opposition…because the victim’s change creates will have more power than you.
        1. Your most trusted people expect you to do this promptly.
        2. Delaying this activity forces opponents to lag behind and never catch up. They then resort to talking about yesterday when change is always about tomorrow.
      6. The truth metric is 15% facts and data, 85% emotion and point of reference. (Believe it.)
        1. Excessive reliance on data is defensive and irritates and re-victimizes, then agitates the rest.
        2. Understanding a person’s point of reference will determine if they will accept changes; not care about a change; or work against whatever you propose to change
        3. Emotion and points of reference are what drive people’s actual understanding of events rather than reams of data and facts. In fact, reams and facts simply make everybody else feel stupid barring even the remotest understanding of the changes you’re proposing.
      7. If you must talk about change, prepare for the negative impact.
        1. Even the threat of change will likely be resisted.
        2. Think about getting your successor off the bench and warmed up.
      8. Manage the politics of predictable stakeholder behavior.
        1. Tests to filter new ideas:
          1. Is it simple, sensible, constructive, helpful, or doable?
          2. How many critics and enemies will it create?
          3. How many will feel re-victimized/very inspired, and motivated?
          4. Will it be helpful in achieving management’s goals?
          5. Will it be helpful in achieving the organization’s overall goals?
          6. Even if the answers to 4 and 5 are yes, is it really necessary?
          7. Will it make for a better tomorrow? For whom?
          8. For whom will tomorrow’s change be worse after today?
          9. What will fail to succeed if change is delayed, denied, or significantly modified?
        2. Get your inside game working. So, your outside game can succeed.
      9. Leaders lose their jobs from a predictable series of possible causes:
        1. Failure to perform as expected.
        2. Distracted by questionable projects, programs, or expectations.
        3. People problems caused by new top people failing to help those in place understand the changes being proposed.
        4. AWOL, focusing too much on the new stuff and not what makes your organization succeed day to day.
        5. Actual success in establishing destructive changes.
      10. Ask yourself this question several times each day: Will the changes being proposed create more happier, more productive, satisfied, and constructively motivated people than it will wound or offend?

      Communication Imperatives to Help Change, or Whatever you Call it.

      1. Communicate positively with energy and frequently from the start.
      2. Repeat essential concepts constantly.
      3. Repeat what you repeat.
        1. People who feel victimized or confused hardly hear anything but their own voices.
        2. Repetition benefits everyone, but especially those who feel victimized.
      4. Answer every question over and over again. When do you stop? When there are no more questions.
      5. Ask and answer questions people should be asking but may not be.
      6. Please avoid asking, “Do you have any questions?” (Chances are they don’t. Instead, spontaneously repeat things. Frequently supply the questions and answers you know they need to know, when they need to know them.
      7. Remember change was your idea. Take positive, aggressive responsibility for the process.
      8. Frequently repeat reports on progress as specifically as you can. “We’re making great progress; everybody is doing what they are supposed to.” Is a lie and a wandering generality. Be specific. Site names, dates, places, actions, and the impact of those achievements.
      9. Always publish the questions you detest, especially from those you may find detestable. You’re obligated to provide constructive, helpful, and useful answers every time.