Posts Tagged ‘Leadership’

By Richard Martin

The current flooding in southern and western Quebec, as well as eastern Ontario and NB is bringing out once again the critical importance of CRISIS LEADERSHIP. That’s right, not just crisis management and crisis communications, but crisis leadership.

Leadership Principles During Crisis

  1. Take charge of the situation.
  2. Recognize what is happening.
  3. Confirm information before reacting.
  4. Maintain situational awareness.
  5. Lead from the front while leverage individual and collective initiative and motivation.
  6. Implement contingency plans and procedures immediately while initiating deliberate decision-making about the next steps.
  7. Continue planning ahead.
  8. Act, assess, and adjust.
  9. Care for yourself and for your subordinates.
  10. Maintain morale and cohesion within your team or organization.

Techniques for Ensuring Welfare of Others and Yourself

  1. Be visible and present.
  2. Communicate and inquire.
  3. Provide creature comforts at least to survive.
  4. Force rest and recuperation.
  5. Establish routines and schedules.
  6. Establish clear chain of command.
  7. Watch for exhaustion, anxiety, distress.

Signs That Morale Is Good

  1. Optimism
  2. Realism
  3. Cooperation and mutual aid
  4. Hard work and sacrifices
  5. Constructive criticism
  6. Confidence in self and leaders

New Testimonial

“Richard has been instrumental in getting me to draw on my hard-won experience and ideas to turn them into marketable intellectual property and products. His disciplined, systematic approach has already led to several significant accomplishments for me. Whether you’re just starting out as an entrepreneur, or working to get to the next level, Richard can boost your productivity and organizational effectiveness. Be forewarned, though. There is no magic formula, just systematic thinking, disciplined execution, and… Richard Martin.”

Caroline Salette, Owner and President, RE/MAX Royal Jordan Inc. and Salette Group Inc.

Richard Martin’s Business Readiness Process:

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

Did you know that an infantry battalion only needs about 3 to 4 hours of prep and planning time to be battle ready? What are you waiting for to get the same benefits for your outfit?

Why Sunday and What Does “Stand To” Mean?

Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!

And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

by Richard Martin

I’m currently updating a course on crisis and emergency leadership for a government client. It’s a great opportunity to revisit the responsibilities of leaders BEFORE a crisis strikes.

Research shows that most crises have internal causes (see the United Airlines incident, and now the one that has just occurred on an American Airlines flight); they are therefore predictable and can be prevented and mitigated through proper vigilancepreparation, and robustness.

Here are 10 techniques and principles you can apply as an organizational leader to prevent or better prepare for a crisis, before one strikes.

  1. Mobilize your team by anticipating and identifying potential crises before they strike.
  2. Implement rational risk management and prevention/mitigation measures.
  3. Establish priorities for prevention and preparation on an ongoing basis.
  4. Create robust contingency plans to deal with the most likely and most dangerous situations you can envisage.
  5. Implement sound policies and procedures for the most likely crisis situations and events.
  6. Prepare yourself and your team through diligent practice and training.
  7. Employ trusted advisors and associates and ensure they are well qualified and working as a team.
  8. Build as flexible and resilient an organization as possible within the constraints of time and resources.
  9. Work on becoming more self-aware as a leader and seek to acquire the competencies to lead in a crisis.
  10. Develop the support structures and welfare systems you will need to maintain morale, unity and cohesion if a crisis should occur.

And with that, go forth and lead!

New Testimonial

“Richard has been instrumental in drawing on my hard-won experience and ideas to turn them into marketable intellectual property and products. His disciplined, systematic approach has already led to several significant accomplishments for me. Whether you’re just starting out as an entrepreneur, or working to get the next level, Richard can boost your productivity and organizational effectiveness. Be forewarned, though. There is no magic formula, just systematic thinking, disciplined execution, and… Richard Martin.”

Caroline Salette, Owner and President, RE/MAX Royal Jordan Inc. and Salette Group Inc.

Richard Martin’s Business Readiness Process:

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

Did you know that an infantry battalion only needs about 3 to 4 hours of prep and planning time to be battle ready? What are you waiting for to get the same benefits for your outfit?

Why Sunday and What Does “Stand To” Mean?

Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!

And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

by Richard Martin
There’s an oft-repeated dictum in investment: Avoid investments that are priced for perfection. You should avoid stocks and other investments the price of which reflects all the actual and potential “good news” about its value. In other words, if you overpay, there is very little room for error in your investment, and you risk losing more than gaining, sometimes a lot more.
I like to apply this principle more generally to decision-making, strategy, operations and tactics. So it has obvious value in terms of readiness. If everything has to be “perfect” for your plans to come to fruition, then you’ve left precious little room for error and risk in your assessment of the likelihood of success. How can you apply this principle?
  • Be conservative when assessing the potential upside of your plans and actions.
  • Be prudent in identifying potential obstacles, resistance, and risks into your plans.
  • Make contingency plans to deal with the highest risks and most dangerous threats.
  • Prepare contingency plans to exploit unexpected success and breakthroughs so you can “make hay while the sun shines,” if that transpires.
  • Build up reserves of people, money, and other resources.
  • Have alternate and back up plans for supply, distribution, and operations.
  • Give primary and alternate tasks, roles and responsibilities.
  • Explain the overall intention to your team and subordinate leaders so they can adjust on the fly and apply their initiative in achieving your aims when execution goes off the rails.
  • Make prudent assumptions deliberately and seek to falsify or confirm them with information, intelligence and reconnaissance.
  • Assume first information is usually wrong, or at least in need of corroboration.
  • Seek alternate points of view and assessments.
  • Give yourself and your people time to think and react.
All of this can be summed up with the following three questions:
  1. What if I’m right about this?
  2. What if I’m wrong about this?
  3. What then?
Call that applied self-scepticism.
Richard Martin’s Business Readiness Process:
  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

Contact me to apply the whole thing–or just a piece, as needed–to improve your strategy, your readiness… and your results!

Did you know that an infantry battalion only needs about 3 to 4 hours of prep and planning time to be battle ready? What are you waiting for to get the same benefits for your outfit?
Why Sunday and What Does “Stand To” Mean?
Sunday? I want you to get my insights and advice first and fast, so you can prepare and up your readiness and results before others even know what’s happening!
And Stand To? It’s the order used in the military to get forces to man the parapets and be in a heightened state of situational awareness and, yes, readiness, so they can face any threat or undertake any mission.


My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.


© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

by Richard Martin

Back in January I listed the actions and milestones for improving readiness over the course of the year. Here is what I highlighted for Q1:

  • January: Review the previous year’s results and compare them to what had been anticipated and planned. Prepare for the annual strategy and forecasting retreat.
  • February-March: Conduct the annual strategy and forecasting retreat. The aim is to confirm the current year’s plans, develop guidance for planning the next year (starting in 9-10 months’ time), and develop outline forecasts and plans for the following one or two years after next.

Well, we’re over half way through Q1. Have you been progressing in conducting these reviews, forecasts and plans? Have you planned your annual strategy and forecasting retreat? Do you know who will be involved? Do you have an overarching goal and intent for this year and next?

Despite what many people say and believe, this doesn’t have to be a lengthy process. You need up-to-date financials and data and one day to conduct the retreat. If you’re disciplined about it, you will end the day with a unified understanding of your situation, the overarching vision (which is nothing more than your strategic goal), the organization’s mission, and the main and supporting thrusts and priorities to achieve this strategy, including positioning and differentiation and enabling capabilities.

I can help you with all of this. Call me for a Strategic Readiness Briefing now and we can discuss how to proceed quickly and efficiently.

Remember Richard’s Business Readiness Process in 2017!

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

Did you know that an infantry battalion only needs about 3 to 4 hours of prep and planning time to be battle ready? What are you waiting for to get the same benefits for your outfit?

Feel free to contact me at any time to discuss your objectives and needs.

And remember… STAND TO!!!

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

 

by Richard Martin

Conflict? Well, maybe that’s too strong a word. But I got your attention.

What I’m really alluding to is that readiness depends on considering varied points of view, a range of scenarios, especially ones you don’t like or fear, and a willingness to look at the consequences, negative and positive, of your future decisions and actions.

The best way to generate a full range of considerations, analyses, and options is to surround yourself with advisors and leaders who are not afraid of speaking their minds and whom you know for certain have divergent opinions, interests, and talents. Doris Kearns Goodwin wrote a book about Lincoln’s leadership and his cabinet, called Team of Rivals.

The title says it all. Goodwin makes the case that Lincoln was more interested in generating disagreement and, yes, even a healthy amount of conflict and competition, between his cabinet members. That way he was assured that he could get a variety of heartfelt opinions, and not just sycophantic agreement with his own ideas.

Contrast that with the pictures we regularly see of the North Korean dictator surrounded by his minions. They’re all holding their little notebooks and pencils, ready to jot down the “dear leader’s” every thought and wish. The forced rictuses of these supposed advisors and senior military commanders reminds me more of the dominated chimpanzees in a troupe who are trying to avoid the wrath of a despotic alpha male than the confident stance of generals and leaders of men.

On the other hand, this contrast shows what is needed for a team-of-rivals approach to be successful:

  1. The boss must be secure and confident in his/her leadership to not feel threatened by opposing points of view, especially from his/her advisors and delegated leaders.
  2. The advisors and subordinate leaders must have faith that they will be heard and listened to, that they will get their chance to put their point of view across without getting fired or otherwise reprimanded or humiliated.
  3. This entails loyalty both ways. The boss must be willing to hear divergent points of view, so long as they are debated “in camera.” The advisors and subordinates must accept that once a decision is made, they will carry it out as if it were their own decision, and this regardless of whether they were originally in agreement with it or not.
  4. If a subordinate or advisor can’t live with a decision by the boss, then he or she must resign.

How about you? Are you surrounded with advisors and subordinates who always agree with you, or do you have a “team of rivals,” people who will give you ground truth and stand by their principles? What’s more, are they willing to say what they want to say, and then execute the plan once the decision is made? Do you have the confidence and self-esteem to accept well-considered criticism and a divergence of opinions and passions? Can you take disagreement and even a certain level of conflict?

If you can count on the loyalty, integrity, and collegiality of your closest advisors and subordinates, then you have a great start on generating the range of understandings and options to propel your state of readiness to higher and more sustainable levels.

Remember Richard’s Business Readiness Process in 2017!

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

Call me for a Business Readiness Briefing in 2017!

Did you know that an infantry battalion only needs about 3 to 4 hours of prep and planning time to be battle ready? What are you waiting for to get the same benefits for your outfit?

Feel free to contact me at any time to discuss your objectives and needs.

And remember… STAND TO!!!

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

Rolling Barrage

by Richard Martin

Last week we looked at the “future paradox.” The further into the future one looks, the greater the uncertainty. Parallel with this, the lead time for complex initiatives and plans and the lag time between intentions and realization can sometimes be years. We must therefore commit now for things in the future even while not having a full appreciation of the conditions that will prevail when our plans come to fruition.

I’ve developed the following yearly planning framework as a cyclical process to offset future uncertainty and rapid change with regular performance assessments and updating of forecasts, assumptions, and decisions.

This leads to a rolling 3-year forecasting and planning cycle. Think of it as a rolling barrage that overcomes the future paradox. The cycle can shorter or longer depending on your environmental and organizational realities. (I assume that fiscal year = calendar year.)

January: Review the previous year’s results and compare them to what had been anticipated and planned. Prepare for the annual strategy and forecasting retreat.

February-March: Conduct the annual strategy and forecasting retreat. The aim is to confirm the current year’s plans, develop guidance for planning the next year (starting in 9-10 months’ time), and develop outline forecasts and plans for the following one or two years after next.

April-May: Issue guidance for next fiscal year so that the entire organization can identify their planning focus and prepare to hit the ground running when the next year starts. These plans should be briefed up the “chain of command” so they are fully aligned with the strategic and operational guidance and direction.

June: Review performance of first half and adjust plans and focus to end of current year. Submit initial budget forecasts, especially for funding of special projects, new product development, marketing initiatives, etc.

July-August: Senior leadership reviews long-term plans and projects under the 2-3 year forecasting framework. Budgets and plans at all levels are reviewed and adjusted in accordance with strategic forecasts and intent for next fiscal year (starting in 4-5 months).

September: Senior leadership confirms overall budgets and plans for next fiscal year and issues updated guidance and direction to organization. Subordinate elements of the organization adjust their plans and forecasts to align with this guidance.

October: Senior leadership reviews year-to-date and issues guidance and direction to end of current year. Can hold a visioning and scenario-based planning retreat to identify potential opportunities and threats in next 3-5 years and to feed planning and preparation for next year’s forecasting and strategy cycle.

October-November: Organizational elements conduct detailed implementation planning and organizing to be ready to implement projects and initiatives in next year.

December: Overall review of cyclical process with recommendations to amend for improved efficiency and effectiveness in next year.

Remember Richard’s Business Readiness Process in 2017!

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

Call me for a Business Readiness Briefing!

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.

change-takes-time

Now that a new year has dawned, we need to delve deeper into the temporal aspects of readiness so we can increase it in a timely and effective manner.

I call this the “future paradox.” As shown in the lead-in diagram above, the time lag between decisions and effects can short, medium or long. Depending on our periodization, this could be anything from minutes to years. Because of this, we must make decisions now to be ready in the future, but these commitments will restrict our future freedom of action.

While we can’t afford to be stuck in the present, the further out we look and plan, the greater our uncertainty. So, it is crucial that we achieve balance in both areas.

future-paradox-1 future-paradox-2

The military approach to this problem is to consider change and planning over three time horizons: the current operation, the next operation, and the future operations.

We will explore the business applications and implications of this framework next week. For now, suffice it to say that each of these time horizons corresponds to a level of planning and decision-making. Current operations are about short-term decisions and effects; these are mostly at the tactical level. Next operations involve medium-term decisions and effects; these are mostly at the “operational” level of management and leadership. Future operations look at long-term possibilities and scenarios, and what would be required to deal with them. This is mostly a strategic level of management and leadership.

In the meantime, ask yourself the following questions:

  1. What is short-term for you and your business?
  2. What is medium-term for your plans and organization?
  3. What is long-term for your business?

Remember Richard’s Business Readiness Process in 2017!

  1. Ensure vigilance through situational awareness.
  2. Do preliminary assessment of tasks and time.
  3. Activate organization or team.
  4. Conduct reconnaissance.
  5. Do detailed situational estimate.
  6. Conduct wargame and decide on optimal course(s) of action.
  7. Perform risk management and contingency planning.
  8. Communicate plan and issue direction.
  9. Build organizational robustness.
  10. Ensure operational continuity.
  11. Lead and control execution.
  12. Assess performance.

Call me for a Business Readiness Briefing in 2017!

My name is Richard Martin and I’m an expert on applying readiness principles to position companies and leaders to grow and thrive by shaping and exploiting change and opportunity, instead of just passively succumbing to uncertainty and risk.

© 2017 Alcera Consulting Inc. This article may be used for non-commercial use with proper attribution.