Situational Mindsets: Targeting What Matters When It Matters

Situational Mindsets expands leadership beyond mastering personal style, skill set, and positive characteristics.  It adds the ability to adjust to dynamic conditions and deliver results.  The importance of situational awareness was cited as early as the 5th century BC in The Art of War by Sun Tze.  Sun Tze described how the terrain, weather, population, sources for food and water, and vegetation were important factors in military strategy.

While the challenges facing our leaders today differ, knowing what has been what is and what is changing enables leaders to accurately assess their current environment to make a smart decision.

Situational Mindsets offer a framework to effectively scan an organization’s environment, weigh alternatives, decipher complexity, and address changing realities. Leaders cannot do everything that they want to do, but they must target what is vital at this moment in time. Using situational mindsets, leaders grasp present realities, foster engagement, circumvent risk and leverage opportunities. Situational mastery flows from asking questions. It does not depend on IQ, advanced degrees or extensive training.  Also, when we exchange information, we promote understanding and alignment.  Leaders do not need to have all the right answers, but they must ask all of the right questions.  No one person can handle the pace of change, the growing complexity and amount of data.  But the task is not overwhelming.  It merely requires a situational mindset checklist to guide data collection and prevent potential blind spots.

Six situational mindsets cover key organizational factors: new products and services, customer focus and competitive position, organizational excellence, productivity and profitability, people and culture, and preparing for the future.  Insights from situational mindsets prioritize actions and prevent blunders.

Another benefit is that mindsets enhance respect for different points of view.  Valuing diverse perspectives builds collaboration and initiative. It also reduces interpersonal conflict. It provides the clues to walk in another’s shoes translates.  It spotlights how to influence their thinking and actions. It is also the greatest honor you can give to another person—to listen to them and help them achieve their goals.  After we understand all perspectives and realities, we can discover common ground.

In the dynamic 21st century the scope of leadership must expand.  Situational mastery, critical thinking, priority setting, and sustainable results play a critical role in a person’s and an organization’s success. Click to order your copy ☛ Situational Mindsets

Join me on October 29th at 1 pm Eastern for a FREE webinar on Situational Mindsets:  How to Boost Critical thinking and Deliver Results ⤵︎  click link below

Situational Mindsets: How to Boost Critical Thinking and Deliver Results – with Mary Lippitt

Published with permission from Bizcatalyst360.

Six Situational Mindsets To Putting First Things First

No one would argue that as leaders, we want to immediately tackle the most important issue or opportunity. As Stephen Covey advises, “put first things first.”  However, deciding what is most important, and that awareness, cannot be made based on past practice, outdated assumptions, or preconceived options.  Circumstances change too quickly to rely on what was valid.  We must continually reassess our situation and alternatives. Interestingly, a study of leaders found that 80% of them never consider alternatives or situational mindsets before making a decision, despite changing conditions.

When we drive our cars, we cannot rely exclusively on what we see through our windshield.  We also check the side and rear view mirrors.  But we also have to check our dashboard for speed and any warning lights.  This expanded context ensures our safety.  Likewise, leaders banking on a single viewpoint miss opportunities and invite risk.  Utilizing multiple sources of current information delivers optimal choices.

Leaders inherently know this, however, many leaders will utilize default decision-making, blindly sticking to tradition; skim over or ignore data that contradicts beliefs; or readily jump on any goal bandwagon, and implement current fads. In a dynamic environment, adopting a “ready, fire” approach is dangerous.  “Aiming” or situational awareness must precede the decision to launch as it is the only way to discover the best path forward. Instead of believing we have all the answers, we must commit to asking all the right questions to analyze our circumstances.

So, what is the alternative when deciding what goal to pursue? Leaders must become situationally aware by studying six situational realities.

To collect the information for aiming, questions addressing six situational factors must be investigated.  These mindsets depict what has happened, what is happening, and what is likely to happen.  The situational mindsets are:

  • Inventing or measuring how innovative your products, designs, and services compared with what is possible.
  • Catalyzing or assessing the level of your customer service, market position, and sales effectiveness compared to the competition.
  • Developing or evaluating system effectiveness, information flow, unit alignment, goal and policy alignment, decision making and autonomy
  • Performing or studying the quality of deliverables, cycle time, productivity, workflow, safety, and ROI
  • Protecting or questioning staffing levels, retention of key talent, succession planning, engagement, and cultural agility
  • Challenging or examining trends, business plan options, validating assumptions, identifying niches and searching for alliances

Inquiring about these situational mindsets provide leaders with the ability to see what is on the wall, around the corner, and within reach.  And it is an easy practice to implement.  The six mindsets become a checklist to ascertain complex, challenging, ambiguous, or precedent setting circumstances.

In addition to developing a mindset question checklist, we should also:

  1. Allocate time for reflection, analysis, and imagination. The KISS principle (Keep It Simple Stupid) only works when things are stable. Dynamic factors and new realities are rarely simple. H. L. Mencken captured this truth by saying, “There is always an easy solution to every human problem” neat, plausible and wrong.” We must stretch our thinking to secure our future.
  2. Identify our biases and rationalizations. Smart choices mean we must generate new ideas to address the waves of change. As Einstein stated, “We cannot solve our problems with the same level of thinking we used when we created them.”
  3. Recognize the power of asking open-ended questions. As Dr. E. Edwards Deming remarked, “If you do not know how to ask the right question, you discover nothing.” Expand the scope of your questions to detect trends, examine implications, and craft new opportunities.
  4. Accept the fact that the greatest obstacle to our future is not ignorance, but the illusion that we already know all that we need to know. We must dig deeper and wider in a search for new knowledge and insights.  It is important to ask: what have we learned what should we start doing, and what should we stop doing. Mark Twain observed, “What gets us into trouble is not what we don’t know. It is what we know for sure that just ain’t so.
  5. Resist peer pressure and the temptation to follow the crowd. Enthusiasm for a new initiative regularly conceals flaws and squashes critical thinking.  Ask for what could go wrong, what other options are there, and what potential issues might surface. As journalist Walter Lippman observed, “Where all think alike, no one thinks very much.”  We need people to think and speak up.

Take the time to ask the mindset questions to discover what to put first.  Let’s make our future truly promising.

Published first at Value Walk: https://www.valuewalk.com/2019/08/six-situational-mindsets-first-things-first/

Breaking the Vacuum Around Leadership

When something is missing, it is a vacuum or space creating a void. I believe we have a missing element in our understanding of leadership. We all recognize that leaders face challenges that were unfathomable twenty years ago. However, leadership remains consumed with the relatively stable aspects of personal style and skill sets.

Given our dynamic environment, situational awareness becomes an essential component for leadership success. Leaders must recognize how the competitive landscape, regulatory forces, workforce demographics, and system ramifications impact the organization. No one should ignore their present realities.

While I would temper Peter Drucker’s statement that leadership “has little to do with “leadership quality” and even less to do with “charisma.” Its essence is performance,” I agree with his focus on results. But to date, it undervalues results in favor of steadiness, predictability, and persistence, all of which certainly play a key role. However, so does flexibility, agility, timing, and current conditions. Ignoring these increases our blind spots and risk.

Getting the leadership “formula” right reminds me of searching for the sorcerer’s stone. A magical solution, to be sure, but we must remember it is also fictitious. Search for any universal formula will not work. Precisely following in the footsteps of Steve Jobs or Jeff Bezos will not guarantee success. Certainly, those leaders deserve their acclaim but that does not mean their formula will work in every organization.

Few leaders run an organization that is the equivalent of an Apple or Amazon. I have met many business leaders who assume that what worked in one environment will work in every environment or that what worked in the past will work in the present.

Leadership has changed in scope and expectations. Organizations are more integrated, customer requirements shift more rapidly, and resources have become more constrained. And to make it even more challenging, our greater complexity means that no one person can have all the answers. So instead of becoming the solution provider, leaders need to develop their ability to question and evaluate alternatives. Luckily, this is not rocket science or a matter of IQ. It requires committing to a practice of employing six situational mindsets to uncover information before jumping to a decision.

Situational awareness Consider what a leader could learn by asking questions in six different areas including:

      • What new approaches or creative options can we investigate?
      • How can we improve customer service and retention?
      • How can we become a truly seamless effective organization?
      • What can improve our quality and efficiency?
      • How can we foster collaboration, engagement, and learning?
      • What can we do now to ensure a prosperous future?

Vacuums are broken using heat to expand the container. We should use the heat created by change to expand our view of leadership. Yes, listening, planning, team building, and engagement are critical but so is collecting information on our current realities and leveraging them to achieve results.


Dr. Mary Lippitt is the author of  Brilliant or Blunder: Six Ways Leaders Navigate Uncertainty, Opportunity and Complexity

“Breaking the Vacuum Around Leadership” was originally published on 10 July 2019 at BizCatalyst360.

Using Checklists and Statistics to Get in Sync With Reality

I was recently struck by my seeming lack of perspective on global developments while reading  Factfulness: Ten Reasons We’re Wrong About the World–And Why Things Are Better Than You Think. My only consolation was that I was not alone;  95 percent of the people held the same views, according to the author, statistician Hans Rosling.

One of the questions I missed was according to Rosling was:  In the last 20 years has the proportion of the world population living in extreme poverty:

  1. Almost doubled
  2. Stayed approximately the same
  3. Almost halved

Would you be surprised to learn of Rosling’s claim that extreme poverty has been cut by almost 50 percent?  I was.  In fact, I barely considered option three.  My preconceived ideas, my repeated exposure to tragic news stories and, to be honest, my reliance on outdated facts led me to conclude that poverty had almost doubled.

While I am in good company since almost everyone was mistaken, the fact is both comforting and disturbing.  It means most of us are out of sync with our current reality.   Why is this?  The causes include:  (1) our assumption that we already know everything we need to know, (2) a tendency to expect the worst case is the most likely outcome, (3) a proclivity to reduce issues to two simple options and (4) time pressures.

If you are not convinced of the extent of this problem, consider another question:  Which statement do you agree with the most?

  1. the world is getting better
  2. the world is getting worse
  3. the world is getting neither better nor worse

The correct answer is A, according to Rosling, and the data that he uses to support this contention  includes: significant increase in literacy, agricultural yields have increased, more people have electricity, more groups are allowed to vote, child cancer rates have improved, access to potable water has grown, more girls are in school,  and technology has spread widely to less developed nations.   Many of us failed to see this program.  We seem to see the world as a glass half empty, rather than half full.  Moreover,  this notion creates fear derailing critical thinking and analysis.

What we know “for sure” is rarely entirely accurate.    Sometimes our knowledge is obsolete,  and at other times it is incomplete.  To understand our current circumstance, we must stop thinking we know more than we do and start asking questions to fully understand all the issues enabling us to examine the facts critically.   Critical thinking is vital as we confront rapid change and complexity.  It exposes misconceptions, while also producing wiser more rewarding decisions.

Knowing that we infrequently update our knowledge and overlook information that does not conform to our pre-existing assumptions , we need new tools. Deploying a checklist has proven successful in medicine, aviation, litigation, and construction not because of ineptitude or ignorance but due to inherent cognitive flaws.   Instead of being a constraint, checklists free our minds to concentrate on critical aspects, prevent small mistakes and save time.  Now it is time for leaders at all levels to develop, share and use checklists to stay in sync with their current reality.

The book cited here is: Hans Rosling, Ola Rosling, and Anna Roennlund, (2019) FACTFULNESS: ten reasons we’re wrong about the world – and why things are better than you think. [London: Sceptre Publishing]

The Role of Mindsets in Leadership Development

Leadership development historically has two basic approaches:  focusing on personal development and targeting an individual’s job skills. These were enough in a relatively stable environment.  However, in a dynamic and fast changing world, leaders must be adept at dealing with changing environments. This new contextual approach to leadership fills the gap between personal and organizational mastery.

Wise leaders collect, decipher, weigh, and use information from all points of view to capitalize on opportunities and avoid being blindsided by trends due to narrow perspectives. A limited frame of reference creates blinders.  This lens is also called current driving Mindset. If we ignore some data, we open ourselves to unnecessary risk. This current driving Mindset is one of six Mindsets which enable you to assess opportunities, threats, and risks characteristic of your organization. Seeing the big picture ensures that your actions, plans, and decisions target the right outcome and address the critical challenges.    

Mental agility remains a key leadership practice. Leaders who have foresight to see reality will be more proactive. To put this in practical terms, a leader who elects to act when noticing a fire code violation offers more value than one who waits until they see flames. It saves lives, property, and opportunities for the future.

Leaders with ability to make decisions or judgments which balance short-term and long-term priorities play an invaluable role moving an organization forward. It is often the ability to change minds and gain commitment of others to produce results, depends on collecting and evaluating data from six Mindsets:

Inventing

The desire to develop new ideas, products, and services is high in the Inventing Mindset. This Mindset also seeks new internal synergies and cross-functional innovation.

Catalyzing

A focus on fast action to meet customer requirements, keeping existing customers and building the brand and beating the competition drive this Catalyzing Mindset.

Developing

Building infrastructure, creating policies and systems are the focus of the Developing Mindset as are se goals and establishing policies.

Performing

Process improvement, safety, and profit margins are in focus in the Performing Mindset. In this Mindset, quality, improving productivity and performance metric are in the forefront.

Protecting

The Protecting Mindset includes developing talent and building the internal culture of an organization. It also concentrates on succession planning, team collaboration, and engagement.

Challenging

The desire to test assumptions, create strategic options and adjust the business plan is primary in the Challenging Mindset. Discerning and spreading best practices, seeking new alliances and niches are key to sustainability.

Neglecting to comprehensively collect and examine data generates blunders.  Consider the fate of Blackberry, Kodak, and Blockbuster.

The writing was on the wall, but they failed to see it.  Their limited situational awareness blinded them to the need for change.  Situational awareness is the missing link in leadership development.  It provided leaders with the ability to see what is on the wall, around the corner, and within reach.  It is time we help leaders effectively read the realities they are confronting.

Situational Triage: Judging Current Conditions

The TV series M.A.S.H. was not just a funny comedy; it also depicted advancements in field medicine including the practice of triage. As the helicopters and trucks arrived with the wounded, the doctors and nurses would check each patient and determine whose injury needed to be attended to first. Recent mass casualty events remind me of this process and the value of astute professional medical judgment.Read More

“Reading this brilliant book was both a pleasure and a gift. Situational Mindsets has not only helped me to analyze my own leadership tendencies and skills, but it caused me to take notice of the changes I need to make within my own organization to gain a competitive advantage in today’s world.”

David M.R. Covey, CEO of SMCOV, Coauthor of Trap Tales

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