Future Ready Leadership With Jacob Morgan

Latest Episodes:

The CEO of Groupon Shares His Recipe for Success Dec 21, 2020

Show notes

Aaron Cooper is the Interim CEO at Groupon, an online marketplace with around 4,000 employees globally. Prior to that he had worked in several other roles at Groupon including president of North America, Chief Marketing Officer, head of Global Travel, Head of North America Services and Head of North America Goods.

Before Groupon Aaron held a lot of marketing and leadership positions at Orbitz and optionsXpress and he held consulting roles at AOL and PwC.

Aaron Cooper, who recently moved into the role of interim CEO at Groupon, says his recipe for success has been working across many different industries and in very diverse roles. These experiences have given him the skills and mindsets he needs to be the best leader he can be.

He says it has been incredibly important for his career that he's been able to work in finance, marketing, brand marketing, and general management across industries such as travel, retail, finance, and internet. He has worked with companies who were very successful and growing and he's worked for companies that were in distress.

All of these experiences have shaped his leadership approach and have led him to his current role.

In fact, Aaron says most of the biggest career moves he made were jobs he didn't even know were available. He got into a role and did exceptionally well and then management would grab him and tell him he's moving to a new role. He said he learned quickly to just say yes to these opportunities and it has proved to be an effective way for him to climb up the ladder.

What to do when you work for a bad boss

Aaron says he's worked for a few tough bosses that have bordered on being too tough. There are always going to be people we work for who aren't the best leaders. But Aaron says he always uses these opportunities to learn something and grow.

He says, "At those times I was focused on what I can learn out of this situation. It's a mind shift, you have to decide that you want to be in that situation and you're up for learning from this person. I also find that when you adopt that mindset, the tougher boss changes their attitude towards you. Which is something that I realized as well, hey, I'm a student, so please teach, has been a productive relationship for me to get the most out of those. And because of that there are tools that I have in my toolkit now."

The best bosses on the other hand make employees want to show up every single day for them. Aaron says he had a great boss who with very little effort could get the very best out of Aaron. He knew the boss had his back and believed in him, so Aaron wanted to do his best and live up to the reputation the boss believed in.

Aaron gives an example of this great boss. Aaron had moved into a role leading online marketing and his team did a deal, but it ended up being a bad deal that cost a lot of money. Instead of just firing him or demoting him, the boss called Aaron out and said it was his to solve. He was counting on Aaron to fix it.

But the way he called Aaron out was in such a positive way that Aaron was able to come back from the failure. He motivated his team and they all went after it and fixed the problem. He actually looks back at this experience in a favorable way, which is all because of how the boss handled the situation.

Aaron says being a good leader comes down to how you leave people feeling. When you leave the room is everyone wanting to crush it, and do a great job for you? Or does everyone want to leave the company?

How Aaron carves out downtime and why every CEO should do the same

Aaron is very busy with his role as CEO, leading his company through the pandemic, as well as his personal life with his wife and kids. He has found that it is so important to carve out time every day for downtime, time to think through issues, focus on one specific problem, or just think of the next big move for the company.

He actually says his ideal amount of downtime each day is three hours. Which seems like a lot in a normal workday, but he says it's important to have a good chunk of time so you can actually dive deep into the problems and issues you're trying to solve.

Aaron says, "if you actually get a chance to think there's such important things that you can always solve for your team. And sometimes during that time, I may call somebody and think a problem through with them. Absolutely. But it's time for me to just make sure to take a step back and make sure that in the relative challenges of COVID and people working from home, and everything that comes with that for running a company where local businesses around the world have been shut down and their business has been impaired. And we're looking for our strategies that we're working on right now to be successful to help our broad community of Groupon. There's so much in there for me, just to make sure that as things change day to day everyone's coming along the same way."

And even though downtime sounds like someone is just sitting around and pondering things, that is far from the truth. Aaron is very structured with his downtime. He always has a list of priorities he has to think through and he is very active and engaged during the entire time. During this time he only focuses on the top priorities, you can't let priority 6 or 7 sneak into your thought process at this time. It has to be about critical issues only.

How to give employees the autonomy to make decisions on their own

In the past companies have tended to be bogged down with bureaucracy and hierarchy that made the decision process long and tedious. Just to get permission to buy a new piece of equipment or streamline a process it may take weeks or months to run it up the ladder and back down.

Now, with our current pace of change companies can no longer afford to make decisions this way. Employees have to be able to have the autonomy to make decisions for themselves. So how does Groupon make this possible for employees?

Aaron says it comes down a couple things they have done internally. The first big thing is transparency. Every employee, whether they have been at the company for 10 years or 4 months, knows what the company priorities are and they know what the current strategy is.

In fact when they launched a new strategy during Covid-19 they not only announced it company wide, but they went team by team, person by person to make sure they fully understood what the new strategy meant.

But Aaron knows that people can't just understand the strategy, they have to believe in it. But you can't force people to believe in something, it has to be a back and forth conversation until everyone is on board. This process takes consistency, discipline, and commitment.

So you have to have transparency and alignment in order to successfully hand over control to your employees. As Aaron says, "Within that empowerment giving someone the task, the resources and trusting them and their judgment becomes so much easier, because trying to goal something so specifically for the uncertainties going on right now is that much harder. So I'm really proud of our team across the board for the way that everyone has come along on this."

How Aaron works on being a better leader

One thing Aaron has found very helpful in his journey as a leader is reflection. He takes time to reflect on the week to think back to when he wasn't the leader he wanted to be so he can address those issues.

He also recently attended a class on authentic leadership which really impacted him and the way he approaches leadership. You have to figure out what kind of leader you are and you have to authentically lead in that way. Don't try to be someone you are not. You can't just read about another leader and try to copy and paste that into your way of leading.

When asked what kind of leader he is, Aaron said "An energetic leader, I'm a structured thinking leader. I like to make sure that we have the strategy and goals set out clearly. And people have embraced those. Because for me it's grounded in getting the absolute best out of the team. And having them show up in ways where the energy that they're both getting and giving to Groupon makes them feel better about themselves outside of Groupon, especially in a pandemic."

And so he shows up everyday with that purpose and mission in mind and he leads as authentically as he can.

How Aaron keeps up with the constant pace of change

One thing a lot of leaders struggle with today is trying to keep up with things when the pace of change is so constant and so fast. This year has really shown how fast things can completely change. So how does Aaron keep up?

He says constant learning is a crucial key. He is always reading and is a part of a few book clubs, he listens to podcasts, he meets with other leaders, etc...He also finds it important to pay attention to his employees and what they are saying. They bring different perspectives and ideas that drive him forward.

What should leaders stop doing to become better leaders

For any leaders who want to better themselves Aaron's advice is to stop playing it safe. You are going to have tough decisions to make and you are going to have to keep the company moving forward, playing it safe will not help you. You have to be bold. Especially with the things we are facing this year.

He says, "One of the things I learned in my turnaround management days is you've got to make the hard decisions, because time does not help when you're running out of cash. We were in that situation here. But I learned that earlier in my career, and that's something that now in leading through a year like now, it shows up, and it shows up in important ways. So stop playing it safe, is I think, really, really big."

What should leaders start doing to become better leaders

Aaron says it is crucial for leaders to have a mission, a passion, an obsession and they have to be able to name it so that they know what they are doing when they get out of bed in the morning. This really goes back to the importance of reflection and understanding what kind of leader you are.

As Aaron shares, "Here, we're helping local businesses, we're helping local businesses through a challenging time, we're helping our customers do more. There's more ways that we can help. But we are redesigning Groupon into a recovery so we can help grow local commerce. And for us, that's energizing, it shows up in multiple ways from our strategy, just to the way we were working throughout the team to develop more empathy and more listening on the front end with customers and merchants. But I would say you gotta you got to start with that passion. But again, I think the ingredient for that is you have to do the reflection. So you can really be genuine and honest with yourself about what your passion is all about."

How to Think Like an Entrepreneur Inside an Organization Dec 14, 2020

Show notes

You can start being an intrapreneur now!

When most people think of an entrepreneur, they think of an individual who went off on their own to start a successful business.

But being an entrepreneur can also be applicable inside of your organization--it's called being an intrapreneur.

One of the things that make entrepreneurs unique is their ability to push through obstacles and challenges that come their way.

Entrepreneurs are also big dreamers.

They understand failures and move on to the next obstacle.

Entrepreneurs also have vision.

They have a very clear picture in their minds of what they want to do and the problem they want to solve.

Entrepreneurs are also extremely self-driven, they have an internal fire that's always pushing them, and they don't need somebody to tell them what to do.

You can have all of these qualities even if you work inside an organization.

Thinking like an entrepreneur will have a significant impact on your career and on your life.

Lessons from a CEO: How to Take Risks, Break Barriers, and Create Your Own Success Dec 14, 2020

Show notes

Shellye Archambeau is the former CEO of MetricStream, a Silicon Valley based governance, risk, and compliance software company, and the author of the new book, Unapologetically Ambitious: Take Risks, Break Barriers, and Create Success on Your Own Terms. She also serves on the boards of Verizon, Nordstrom, Roper Technologies, and Okta.

Under her leadership MetricStream was recognized for growth and innovation over the years and was named in the top 10 of the Deloitte Technology Fast 50. Shellye was named the second most influential African American in IT by Business Insider. She was ranked one of the "100 Most Influential Business Leaders in America" by Newsmax and she received the NCWIT Symons Innovator Award from the National Center for Women & Information Technology (NCWIT).

Shellye Archambeau is no stranger to roadblocks and barriers. All throughout her career she has encountered them.

But one thing she learned early on was that life is not fair, you're not always going to have an easy time. The good news is, you can do something about it. Shellye realized she had to be intentional about everything that she did and every decision she made in order to improve her odds of being successful and reaching her goals.

She knew that if she just did what everybody else did, she probably wasn't going to get much out of life.

In her new book, Unapologetically Ambitious, she shares some of the biggest lessons she has learned throughout her career and what she had to do to reach the goal she set in place as a 16 year old.

Why you need to set goals

At the age of 16 Shellye decided she wanted to be a CEO. With that goal in place she worked hard and she always knew which direction to go. You don't have to know exactly what you want to do at a young age, but you do have to be able to set goals for yourself. Even if it means just looking forward to a goal next year or in 6 months.

If you don't set goals, you don't know where you are trying to go, you don't have anything specific you are trying to achieve. If you don't have a goal in mind then it doesn't matter what you do next or how you make decisions. You have to know what you are aiming for to know what actions to take.

As Shellye shares, "Setting goals is really all about picking that objective in the future. And honestly, if you can only think two years ahead, then that's better than nothing, right? I don't care how far ahead, however far ahead you can pick, just pick that goal. Ask yourself, what has to be true for you to achieve that goal? And then ask yourself, how do you make that true? Which is basically the plan. What has to be true? And then how do I make it true? That's how I think about everything. And that's how to make the plan."

When setting goals it is also important to let others around you know what your goal is. Tell your boss, your mentor, your spouse, your coworkers. People can't help you if they don't know what you are aiming for.

And while it can be easy to give up goals at the first sign of hardship, don't give in. Figure out a different path, but don't change your goals. Make sure you stay focused on them and keep working to get there.

Few people make consistent daily decisions that get them to their goal. That is the key to success. Shellye says that's where the real power lies. Make every decision and every action count in your journey to your goal.

How to create your own luck

In this world you have to create your own luck, especially when it comes to your career. Shellye explains that creating luck means positioning yourself so that when an opportunity shows up you actually have the ability to take advantage of it.

Planning can improve your odds for good things to happen. After you set your goal, that's when you get to work. Figure out what skills, experiences, and knowledge you will need in order to reach your goal and go after it.

When you set a plan Shellye says you have to assume it's going to happen and get ready for it. If that means you have to take a course or read some books or learn a new skill get to it. Don't let yourself get to the point where the opportunity arrives but you miss out because you aren't prepared.

Do your homework, always keep learning. Don't go into a meeting to learn something, learn what you need to before the meeting so you can contribute. You have to be proactive every step of the way.

Shellye also advises people to take the time to let people know what it is you actually do. Don't just give them your job title, titles are useless. What that job title means inside your company could be completely different inside of another. Explain what it is you do so that when somebody is looking for a person with a specific set of skills they will remember you.

Dealing with imposter syndrome

So many leaders deal with imposter syndrome, that voice in your head that says--what makes you think you can do this? Wait until they find out you don't have the skills to do the job.

You may never fully get rid of it, but you can deal with it in order to make sure it doesn't stop you from succeeding. Shellye says the first thing is to realize that almost everyone (if not everyone) deals with this at some point in their life. It's not just you. Understand that although the voice sounds real, it's not.

Also realize that you would not be in your current position if the people around you felt like you didn't belong. So if you can't believe yourself when you try to quiet the doubts, believe the people around you.

And Shellye says, worst case scenario, just fake it until you make it. Act like you are comfortable and confident, even if you aren't. Because eventually you will figure it out and realize you belong.

Fostering self determination

Self determination means you believe you are in control of yourself. You have confidence in yourself that you can go get things. But you also need relatedness, a feeling that you belong.

So fostering self determination is really about creating an environment in which you feel you belong and that others care about you. So how can you do this? Shellye suggests joining groups, starting a club, getting people together around a hobby you are passionate about. Create that community for yourself where you belong.

Forget about work life balance

The phrase work-life balance has become very popular over the past few years. It is a very hot topic, but Shellye actually hates the term. She believes it just sets us up for failure and disappointment.

Because in a true work-life balance both sides should be equally balanced at the same time, and life is too tumultuous for that. It is almost impossible to balance both, one side will suffer or the other side will. And trying to pretend we can have it all while staying sane is not healthy.

Shellye likes work-life integration instead. You have to prioritize and deal with what needs to be dealt with no matter what side it is on. Especially these days in the pandemic when we are all wearing so many different hats. Life and work are blurring while we work from home with our kids and families. Don't worry about being balanced, just get done what needs to get done on all fronts.

Embrace your limits

Most of us have gone through our strengths and weaknesses at some point in our career. We are usually pretty aware of what we are good at and what we struggle with.

But what usually happens is people tend to focus on their weaknesses and they try to work on getting better. If you already know what you are good at, wouldn't your time be better spent making your strengths even better? If you take an hour to work on a weakness you have you might improve a tiny bit, but if you could work for an hour on something you are already great at, think of how much more you could achieve.

You are known for your strengths, so strengthen your strengths. Focus on those areas and really push yourself. And then lean on others around you to fill in the gaps where you have weaknesses.

Learning to swerve

So many people are having to swerve in their careers now with Covid-19. With all of the shutdowns and restrictions businesses and individuals have had to figure out how to continue to grow and thrive.

Being able to swerve in your career means you can move around the roadblocks you can't move. All of us are going to face roadblocks from time to time. Some that you can easily get around and some that seem impossible. You have to learn to go over, under, around, whatever you have to do to get past them.

Roadblocks can be a boss who doesn't see your potential, or a coworker who tries to push you down, or an organization with no new opportunities. Whatever it is figure out what you can do to swerve.

As Shellye says, "The only difference between a roadblock and a stepping stone, is how high you lift your leg. So don't let anything stop you."

Never say die

One of the values that was added to the MetricStream culture back in 2008 was never say die, which meant never give up. It's all about resilience. They had to figure out how to fight to keep the company going when the economy crashed and they did. Shellye says it is so important that you don't stop just because life gets hard, keep going, keep pushing.

The most important thing they did in the middle of this storm was to focus. As Shellye explains in hard times everyone in the company has to be pulling in the same direction. Communication is critical so that everyone is on the same page and knows what is important. And the whole company focuses on what really matters and all the extra stuff falls away.

During these times leaders also have to have a vision and they have to share that with the company, because when you are going through dark times it's easy for people to want to jump ship. Leaders have to have a vision and they have to inspire everyone to keep moving forward. Life is hard for everyone, the key is to not let those circumstances affect your drive and motivation. Keep pushing forward and never give up.

How Shellye takes risks

In order to grow and move up in your career you are going to have to take risks. As Shellye says, you can't get opportunity without taking risks. But risks can be daunting. What if you fail or fall on your face?

Shellye has been taking risks her whole life and what she does is she asks herself a few questions before making a move.

What is the likely outcome?
If I do this, what is the upside?
What's the worst that could happen and can I live with it?

Most of the time people walk away from risks without even considering them because they are afraid. But if you take the time to understand what it is you are afraid of, you may find it's not that scary after all.

There are some risks where an outcome could be a long term negative impact on your health or it could mean your family ends up on the street. But usually if you think about the worst that could happen it's not that dramatic. There are a lot of outcomes that you can live with. So when you are faced with a risk really look into it and what could potentially happen. You never know, it could result in the best decision you have ever made.

How to Get Your Team to Embrace New Technology Dec 07, 2020

Show notes

People are always reluctant to change.

It's human nature.

But if you want your team to adapt to new technologies, there is something you can do.

To get your team to embrace new technology, you have to educate them.

It's not just about giving them the tools or training them how to use it--it's about helping them understand why and how these technologies will improve how they work.

Change is hard. There will be a learning curve.

But I promise you, if you get through that learning curve, you'll absolutely see the benefits.

Life & Business Lessons from the CEO of Wex Inc. Dec 07, 2020

Show notes

Melissa Smith is the CEO of Wex Inc. a provider of payment processing and information management services in the US, Canada, South America, Europe, Asia, and Australia. They have around 5,000 employees and under Melissa's leadership the company has gone from $50 million to $1.7 billion in revenue.

Melissa began at Wex Inc. in 1997 as a senior financial analyst and she worked her way up to being CFO and then President of the Americas before becoming CEO.

A lot of things in the world have been changed by Covid-19. The way organizations operate, the way employees connect with one another, and even the way leaders have to lead.

Melissa Smith, the CEO of Wex Inc., who is responsible for around 5,000 employees around the world says connecting with her people is more important now than ever before. And one important way she does that is through recognizing her people for what they do.

She takes time to send handwritten notes to employees who have been promoted, or who have gone above and beyond in a project, or who have volunteered for events in the community.

She believes that people need to be recognized with little things like handwritten notes and big things like stock grants. She says it is so important for people to know that their work is recognized and valued.

This recognition can actually go both ways. Melissa has been grateful for letters that her employees have been sending her during the pandemic to let her know they appreciate what she does. In fact, she has one employee who sends her a note every single month, and it really means a lot to Melissa.

Overcoming internal and external doubt

A lot of leaders deal with imposter syndrome at some point or another. In fact, a majority of the leaders I speak with on the Future of Work podcast admit that they have faced internal and external doubt throughout their careers. It just comes with the territory. Leaders are going to have times when they feel they are not right for the job or that they don't have the skills to complete a task.

So how can you overcome those feelings? Melissa says that when it comes to internal doubt it's all about toning it down. Most likely those thoughts and feelings will never go away completely, but you have to learn to switch that inside voice off.

When it comes to external doubt, it is a balancing act. You have to be able to listen to feedback from others and learn to accept constructive criticism. But you also have to be able to recognize if people are just naysayers who question your abilities without reason. For the naysayers you just have to learn how to move on and prove them wrong.

Melissa's experience as a female leader

While Melissa doesn't really think of herself as a female leader, she does recognize that some people will be surprised when they meet her, especially because of the industry she is in, which tends to be male dominant.

In fact when she recalls a time when she was the CFO at Wex Inc. and she and the head of investor relations were on a call with an investor and a portfolio manager that Melissa had not yet met. When both sides went to hang up, the other side of the call thought they had hung up but hadn't. So she heard a part of their conversation.

The portfolio manager was saying "The CFO is a chick". And the investor that Melissa knew responded and said "Yes, but she's a geek chick". And then they went on to talk about the answers to questions they had.

What she took away from that experience is that people recognize that she is different and they stop to acknowledge that, but at the end of the day what they really care about is the content of what she has to say. They care about performance and results.

When asked if she has to work harder or be tougher as a female leader, Melissa says, "It is different, yeah. Clearly it's different. I think the important part, though, is those things happen. But if you allow that to be kind of the central part of your thinking, so if I start with the fact that it's unfair, then you're almost putting your own baggage on top of what's already going to be a little bit more difficult. And so what I think of that is, I would rather not have that in the back of my mind, not have your own mind questioning what you're capable of, on top of what's going to be other people who do perceive that they just can't relate or understand sometimes or how you're capable of doing what you're doing. But that's not for me to own. You know, I think that's for me to a certain extent, to put blinders on and focus on what needs to get done."

The importance of saying yes to opportunities

Melissa has given a talk for TEDx and in it she talks about the importance of saying yes to opportunities at work. Career progression, Melissa believes, is in part our own responsibility. It is part your capability, part sponsorship, and part timing.

When you say yes to something outside of your normal responsibilities it allows you to get exposure to people you wouldn't normally have and it shows a set of skills that are different then what you normally use.

As Melissa shares, "Often what I was given for assignments that would be outside of my job were things that weren't fun, or, you know, something was broken, or something was happening across some other parts of the planet. And I was being asked to step in and be involved. And I really think that doing that was part of a big part of my career progression, because it again, allowed people to see me in a different light than they would have if I was just, you know, the CFO or the controller or some of the things that I've done in my past."

So if you get the opportunity to do something outside of your job title, or something even a bit outside of your comfort zone, you should definitely consider saying yes.

Dealing with failures and mistakes

Every single leader deals with failures or mistakes at some point in their career. Melissa says she views these as learning opportunities. We are all constantly learning and evolving, so using these situations to grow and get better is important.

Melissa says it is crucial for leaders to create an environment that accepts failures. If people feel like they can't fail, they are going to be too safe.

One thing she has learned is not to put difficult things off for later. As she says, "bad news doesn't age well". If there is a hard decision you have to make, or a hard announcement you have to give, do it sooner rather than later.

Advice Melissa would give to her younger self

If she could go back in time and give herself some advice Melissa says she would tell herself you have the power to impact the way others think and feel by your actions.

She says, "When you get older, you realize that everything you do affects the people around you when you know, like it or not. And so you have to be, you know, you have to just be thoughtful about that...you might meet with somebody and for you, that meeting, you know, maybe the last thing that's on your mind, but it may be the most important meeting of the day for that other person. And so kind of taking a deep breath, and being the person you want to be in that moment, is, I think, really important. And something particularly in this pandemic environment. Like, you know, you might be running 100 miles an hour and really thinking about a lot of things. But if you can just take a deep breath and reframe yourself for what you're about to go into it. I think that's really important."

Signs You Are Not Self Aware Nov 30, 2020

Show notes

Being self-aware is one of the most important skills to have as a leader. It will help you identify your weaknesses and work on them.

How do you know if you're self-aware? There are a couple of signs.

👆 The first sign that you are NOT self-aware is if you are constantly defensive. You're always having to defend yourself and defend your position to anyone who critiques you.

Also, if you have a reputation of being overpowering or a bully, it might be a good indicator that self-awareness is an important skill you need to practice.

👆 Another sign you're not self-aware is if you're constantly having to make excuses for why things aren't getting done, for why the quality of work isn't always there, or why things are done late.

The most important thing is to be honest with yourself. That way, you can practice self-awareness, work on your weaknesses, and become a better leader.

How The President Of Microsoft U.S. Leads With Courage & Empathy Nov 30, 2020

Show notes

Kate Johnson is President of Microsoft US, a $45 billion division including all of Microsoft's solutions, services, and support revenues across public and private sectors in the United States. Kate is responsible for a team of 10,000 people and she is currently very involved in Microsoft's culture journey led by CEO Satya Nadella.

Prior to Microsoft Kate served as the Chief Commercial Officer for GE Digital. She has held several key senior leadership roles at GE, Oracle, Red Hat, and Deloitte Consulting.

With the chaotic state of the world right now we need leaders who are courageous and empathetic.

One leader who truly understands how to lead with both courage and empathy in these challenging times is Kate Johnson, the President of Microsoft US.

Leaders can't just stay where they are comfortable anymore, they have to be willing to take a risk and own all the consequences. They have to be open, transparent, and vulnerable. They have a deep understanding of their people and their customers.

When the CEO of Microsoft, Satya Nadella, first approached Kate she was working for GE and felt very loyal to the company. She had no intentions of leaving the company. But she couldn't turn down a meeting with Satya. And the reason she ended up making the move was because of something he said.

When Kate had asked Satya about his philosophy around culture he said that Carol Dweck was one of his personal coaches and he spoke of how a growth mindset has the ability to unlock the purpose of a company and the potential of the people. Hearing that Kate knew there was alignment from the top to the bottom of Microsoft and she jumped at the opportunity to be a part of it.

How to lead with courage

Most people probably think about courageous leadership as guns blazing in the heat of the battle or a leader who is invincible and strong. But Kate's definition is a bit different than that.

She says, "One of the things that we've been learning is the connection between courage and vulnerability. So everybody thinks if you're courageous, that you have no weakness. You are strong, they picture warriors, you know, with lots of armor and heading off. That's not what courageous leadership is. Courageous leadership is the willingness to activate the troops and own the outcome, but also to do so bringing all of your strengths and weaknesses to the table with total transparency and clarity, and kind of owning work with that and figuring out how to assemble the team to bolster wherever there are weaknesses. And that's a different kind of leadership that I think is essential today.

One example Kate shared of how she is living out courageous leadership has to do with the training she has been going through with her team. Kate asked Brene Brown to help 140 leaders in her division. During this learning journey the whole group went to Alabama to spend time with the famed Harvard attorney Bryan Stevenson to talk about race in America.

The group read his book and then spent a few hours talking with him. They were so shocked and moved by what he said they decided they needed to learn more. Kate asked Bryan to speak at the Microsoft Sales Kickoff, which was a great success. Not only did he receive two standing ovations from the entire US team but it opened up some great conversations about race.

Kate and her team decided to go together--7,000 people across 42 movie theaters to see the movie Just Mercy. Throughout this year she has reached out to her team to ask what she can do to address racial inequalities and racial tensions. She has opened up some tough conversations and pushed the organization to do better.

This is what courageous leadership is. When asked what courageous leadership looks like Kate said, "There's a million different examples that I could give to you. But the one that resonates most frequently, is when you see a person trying to get it right, instead of trying to be right.

She mentioned how Microsoft used to be a company of "know it alls" but now, under Satya's leadership it has become a company of "learn it alls".

"And a learn it all is somebody who has no preconceived notion of what the answer is, and is all about creating an inclusive process to go get that answer. Courageous leaders show up like that every single day, versus one that isn't so courageous as one that walks into the room, thinking they know the answer, and thinking that their job is to convince everybody else what the answer is. And it's that get it right versus think you're right."

Balancing family and work

A lot of leaders struggle with balancing work and personal life. There is sometimes a struggle for female leaders specifically who may be pressured by society or a boss to pick between an executive role and a family life, thinking both can't be possible. But as Kate shows, it is definitely possible to be a successful leader and a great parent and spouse. But it takes work and intentionality.

Kate says it all comes down to making sacrifices. And she has a practice in place that really helps her put up boundaries. She gives her kids her calendar at the beginning of the year and they get to block out important dates, whether it is a school recital or a sports tournament or graduation. And then her team knows that those dates are spoken for.

There are also certain work black out dates which she knows she has to be present at work for. And it's when some of the dates overlap that all parties have to come together to find a solution. But it all works out.

Kate says, "I've always balanced it. And I've always enjoyed both roles. And the more that I can be the same person, as I play both roles, you know, mom to Owen and Jake and leader of MSUS, being the same authentic person with same quality, same sense of humor, same flaws, same pros and cons that's when I know I'm doing it right."

Kate's advice for female leaders

Kate admits that when she first started as a leader she said no to her family more than she did to work, because she felt like she had something to prove and she had to show she was willing to work hard. She didn't have confidence that her boss would understand if she said no to work.

But she had a wake up call from a boss one time. Kate's boss asked her one day, "if you didn't show up to work tomorrow, do you know what would happen?" and Kate said, "I don't know, what?" and her boss replied "nothing". The sun will still come up tomorrow whether or not you are here.

She learned that it is okay to say no to work. People will understand. As long as when you are at work you work hard and you have a good reputation, no one is going to think you are lazy if you say no from time to time.

It's okay to say no. In fact, Kate says saying no to some things will probably help you raise the quality of your game and the places where you do say yes. And this is not something she just practices herself, she coaches her people to say no too.

She actually sent a note out this past month to remind her team to say no more often, especially to things like internal meetings where it doesn't really bring any value to customers.

The key to saying no is providing an alternative. If you have to say no to a meeting maybe someone else at your level can attend, or maybe the meeting can be moved, or perhaps they could tape the meeting for you so you can keep up to date.

How Microsoft is focusing on empathy

The purpose and mission of Microsoft is to empower every person and organization on the planet to achieve more. In order to do that they understand they have to prioritize empathy. Kate says empathy is just deep understanding. In order to serve their customers employees need to know how to be empathetic and how to immerse themselves in the needs of their clients.

Kate truly believes that, "our empathic muscle is directly tied to how much share we can grab in the cloud market." So they practice empathy every single day.

Microsoft leaders teach employees how to be empathetic. When interacting with customers employees should listen before they talk. Instead of just talking about the products and services, employees should first get to know the clients unique problems and needs.

Satya Nadella models this for the rest of the company. Kate says Satya is one of the most empathic leaders she has ever worked for. Kate went with Satya one time to see a customer in Nebraska. In order to understand the technology inside of a combine used in the customer's fields Satya actually got into the combine and drove it.

As Kate shares, "You can't be empathic without having that proximity, that closeness, to deeply understand something. And so, I hope we're doing it every single day. Now, it's a little bit more difficult in the virtual world to practice empathy. But, you know, I think we're starting to get the hang of moving from this notion of physical proximity to emotional and intellectual proximity, where asking the right questions is how you unlock the next level of learning, as opposed to just getting physical proximity and having great observation skills."

This episode of Future of Work is supported by Teamistry, a podcast that tells the stories of teams who work together in new and unexpected ways… to beat the odds.

Each episode tells a unique story and provides practical lessons for your team and your business. I got a sneak peek of season 2 and was immediately sucked in with its documentary-style narration, details about stories I thought I knew but didn't, and practical lessons that I was able to apply to my business. Check it out here.

Effective Technique to Practice Self Awareness Nov 25, 2020

Show notes

Self-awareness is one of the most important things to have as a leader.

An effective way to practice self-awareness is to know what others think of you.

Other people's opinions of you are often very different from your opinion of yourself.

You need to encourage people to give you constructive feedback.

But you can't just call people up and ask what they think of you.

Once you collect this information, you can compare it to your list of how you think about yourself.

This will help you assess yourself and improve on the areas you are struggling with.

This episode of Future of Work is supported by Teamistry, a podcast that tells the stories of teams who work together in new and unexpected ways… to beat the odds.

How the CEO of Bay Federal Credit Union Takes Care of Herself & Her People Nov 23, 2020

Show notes

Carrie Birkhofer is President and CEO of Bay Federal Credit Union, a non profit financial cooperative with 225 employees. She's been the CEO there for 25 years and under her leadership the credit union has grown from $70 million to $1.4 billion in assets.

This year has brought on a lot of challenges for leaders in every industry.

Some leaders have struggled and even failed. Others have really embraced change in order to help their people get through these tough times.

One CEO that has really used the current challenges to make her organization even better is Carrie Birkhofer, President and CEO of Bay Federal Credit Union. Even before the pandemic she knew the importance of putting people first.

Carrie was one of the CEOs I interviewed for my book, The Future Leader and during the interview she said the following, "I meet employees the first hour on the first day they start at the Credit Union. New employees are welcomed as a group and when new hires start together, I'm there. I greet them, I welcome them, and I answer any questions they may have. All new employees, regardless of their position are seen, heard, respected, and listened to by the leader and they know that I'm there to serve them, not the other way around."

This is a great example of what leaders should be every single day, but especially now as we all go through the historic crazy times 2020 has brought. Leaders should serve their people, their people should not be there just to serve them.

What does servant leadership look like

What does it look like to serve your employees? Carrie has some great real life examples of what it looks like. First of all, Carrie makes sure she meets new employees on their first day at work.

In good times, pre-COVID that meant four or five current employees and Carrie getting together in person with the new employees. The current employees would share who they are, what their path has been at Bay Federal, and something interesting that they want to share. Then they would have the new employees do the same thing, except they would share their paths getting to Bay Federal.

And then Carrie would go last, because she doesn't want to influence the process. Most people don't even know who she is until she shares. She also gives the new employees a chance to ask any questions they want. But because she realizes they may be too nervous to think of anything, Carrie and two executive vice presidents take that same group out for lunch so they can ask their questions once they are more comfortable.

Obviously this process looks a bit different with COVID. But this is still a priority for Carrie, so the initial meeting is done either via Zoom or in a large room where everyone is socially distanced. And instead of physically taking the group out to lunch she orders everyone lunch from Door Dash and they get to eat at their home while on a Zoom with Carrie and her team.

She also started writing a Friday morning email to all employees when things got crazy earlier this year. She wanted to make sure everyone was up to date and had all the information they needed. She got such great feedback from it, that she continues it to this day. And even though she says it is a lot of work on her part, it is worth it because it has allowed her to be even more connected with her team.

This year has also brought a lot of attention to racial inequalities. Carrie wanted to make sure she addressed this in the right way. So she called up all of the employees in the company who identify as black and she checked in on them. She asked how they were doing, she asked what she could do to help, and she made herself available to them. She genuinely cares about her people and she wants to make sure that every single one of them is heard and respected.

The day to day of a CEO before and during COVID

As a CEO Carrie's day to day looks a little different now. Pre-COVID Carrie would be out of the office a lot more. She attended community events, went out to build business relationships, took part in conferences. But now she is primarily working from home. And she has been spending a lot more time communicating with her employees, the board of directors, and the senior leadership team.

Nowadays she wakes up quite early with her new puppy. She starts her day off by going for a walk to the Monterey Bay where she does a gratitude mantra. This has really helped her to stay grounded during all of the craziness of 2020. During her walk when she gets to a certain spot she takes time to ask for wisdom and guidance from family members who have passed on. She says a prayer of thanks. She gets perspective and reflects. And she takes in the view of nature around her. She does this every single day without fail, rain or shine.

Then when she gets back she has some coffee and goes into her office (which right now is in her bedroom). She takes a look at her calendar to see what her day looks like, every day is very different, but generally she has Zoom meetings and activities from 8:30am to 4:30pm. And she ends her day with the same walk she does in the morning.

She is very involved in her Rotary Club, she has the new employee orientations on the first Monday of every month, she meets daily with her executive assistant, and daily with her two vice presidents. She also meets twice a week with her senior leadership team.

And while the amount of communication needed these days can be exhausting, she enjoys feeling more connected to her team now than ever before.

Making the shift at first seemed daunting but as Carrie shares, "Well, on March 13, the governor kinda hinted that we were shutting down and on March 17 everyone went home. And we adapted that day, it took about a week for the technology team to get 100 employees situated at home and I know companies much larger than us did as well. It was kind of a miracle in the business world, that we all did it. But it happened really quickly. It happened overnight. And if you had told me six months ago that this is something that we will have to do, and this is how we're going to operate, and you're gonna do it in less than a week, my team would have laughed at me. But we did it. And we just, I think it shows the power of having a clear mandate. That's an important thing. If you have clear crystal clear direction, I think teams can do amazing work. And it also shows me the power of a team that is very synergized and works collaboratively together."

Keeping culture alive while working remotely

Bay Federal has a lot of unique activities in place to keep the company culture alive when so many team members are working from home. One tradition they have had for a long time is around Halloween. Before the pandemic they had every department pick a theme and the employees decorated their area over the top with props and everything. Then the senior leadership team would go around to every location throughout the day. It was a very big production.

But knowing this year they had to do it a bit differently they made the whole week of Halloween spirit week where everyone could dress up for a different theme every day whether they were physically in the office or working from home. Everyone got to upload a picture of themselves in their costume and prizes were given out to the best ones.

Carrie also makes sure to start each meeting with a different fun question, like what is your favorite rock band? What is your favorite meal that you are Door Dashing right now? This practice really helps with Zoom meetings so that they don't just jump into things without doing something fun first. Carrie has also used this question time to ask people what their favorite cake is, and she keeps track of all the responses so she can send people their favorite cake on their birthday.

The leadership team was able to have a socially distanced barbeque where they got to play trivia games, good food, and they could reconnect since they hadn't been together in quite a long time.

The importance of putting people first has been talked about for many years. But this year has really shown us that leaders actually need to be human, they have to get to know their people, and they have to put people first in order to thrive and grow. Any leader who doesn't do this will get left behind.

Carrie's advice for future female leaders

We have a long way to go to bring equality to leadership. We need more women leaders. Carrie has been a CEO for 25 years so she knows the challenges and the benefits of being a female leader.

Her advice to any women who want to be leaders is, "Show up. When you're in the office, when you have an opportunity to be seen and heard, show up with confidence, and professionalism. Be prepared. You know, don't apologize. Be bold. And listen and ask others what their opinions are, but don't be afraid to share your own. And I think the world is ready for you. There's a lot of acceptance being recognized for diversity. And so it's finding that right audience that's listening to you. Don't carry a chip on your shoulder, be inquisitive, be curious. Be kind. And at the same time be bold."

This episode of Future of Work is supported by Teamistry, a podcast that tells the stories of teams who work together in new and unexpected ways… to beat the odds.

How to Improve Your Strengths and Work on Your Weaknesses Nov 18, 2020

Show notes

Improving your strengths and working on your weaknesses is not as hard as people think.

When I was younger and was trying to make decisions in my life, whether it was who I wanted to date, where I wanted to live, or even the company I wanted to apply for, my dad would always say, "Jacob, take out a piece of paper, fold it in half and write down the pros and cons on each side of the paper."

What you can also do with this exercise is to replace the pros and cons column with strengths and weaknesses.

This is a great way to assess yourself and find out what areas you need to work on. Of course, this only works if you are completely honest with yourself.

As you learn new things and try to work on your weaknesses, these things are going to change.

If you do this exercise on a regular basis, you'll become very self-aware of what your strengths and weaknesses actually are. It's a very simple practice that can make a big difference.

This episode of Future of Work is supported by Teamistry, a podcast that tells the stories of teams who work together in new and unexpected ways… to beat the odds.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Future Ready Leadership With Jacob Morgan

Related Podcasts

Links

Stay Connected