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CenterForHeroicLeadership.org
Heroic Leadership Roles
LEADERSHIP STRA TEGIES Create the Leadership Strategies & Tactics
» Guiding Questions
3 Introduction and Overview of the QuickStart
» Assessment Templates
» Assessment Templates
13 The Visionary Strategies
CenterForHeroicLeadership.org
Heroic Leadership QuickStart
Packet
LEADERSHIP STRA TEGIES
QuickStart is designed to provide structure for fast application of the heroic
leadership roles and strategies. QuickStart complements “I’m Curious”,
which provides an overview of heroic leadership. QuickStart is the “put it
into action” part. “I’m Curious” should, however, be skimmed before going
very far with QuickStart as it addresses the foundation underlying effective
leadership action – what will be encountered on a journey of change, the
leadership webs required, the four forms of courage on which to draw and
the type of leadership commitment required.
There are four documents here to support you in starting quickly, but with
focus and discipline.
CenterForHeroicLeadership.org
Guiding Questions for
Leadership Teams
LEADERSHIP STRA TEGIES
These are the natural questions of each act in the heroic journey. They are
questions designed to guide the conversations of leadership teams. These
are the key discussions that result, not only in choices of actions, but also in
the effective alignment of leaders.
“These are the key
discussions that result,
Because these questions are natural to the heroic journey, which is the
not only in choices of
underlying story of the change process, leaders can have a high degree of
actions, but also in the
confidence that their choices of actions are wise choices. That is critical in
effective alignment of
going forth with confidence and inspiring confidence in those following.
leaders”
It is even more critical in supporting leadership in holding the course when
things get messy and confusing and doubts start to undermine leadership’s
confidence and will. Such undermining is to be expected as it is part of the
challenge, but following the guiding questions (and revisiting them periodi-
cally) will provide a solid foundation on which leaders can stand.
Using the guiding questions is very simple. Although the outcomes may be
complex. Just get the leadership team(s) together and ask the questions.
“Because these questions
are natural to the Planning a Journey
heroic journey, which If you are at the beginning of a journey of change, follow the questions in
is the underlying story order. It is important to think through strategies for all six leadership roles.
of the change process, However, the first two to three roles will determine how successful you are
leaders can have a high in beginning the journey. Strong beginnings set up the rest of the journey for
degree of confidence success. (See the template Heroic Leadership Strategies for an easy work-
that their choices sheet.)
of actions are wise
choices” In the Midst of a Journey
This usually means you are somewhere in Act II - on the path. There are
two perspectives to use here. One is to look back at the earlier leadership
roles and strategies and assess how well you have executed them (See the
template Mid-Course Check on Leadership Strategy Success for an easy
worksheet for this assessment.). This is surprisingly effective, because some
leaderhip leverage has always been missed and can usually be captured by
looking back and determining how to close any gaps.
The other perpective is looking at how to design and execute the leadership
strategies that are more current. This is the more obvious perspective, but it
will benefit from also looking back.
CenterForHeroicLeadership.org
ACT I
Leadership in the Beginning of the Journey
LEADERSHIP STRA TEGIES
“How Do We Start Strong and Gain Commitment?”
Visionary
Strategy #1
Guiding Questions
Why are we embarking on » What’s precipitating the journey? Internal forces? External forces?
this Journey? » What are the opportunities if we are successful in changing?
» What are thee threats we face if we refuse to change or are unsuccessful on
our journey?
Strategy #2
Guiding Questions
Where are we going? » What’s the big picture vision of the desired state at the end of our journey?
» What’s the likely impact on various key stakeholders of the changes and
challenges involved?
Strategy #3
Guiding Questions
How will we lead this » What leadership behaviors will our followers see in us?
journey? » What behaviors will our followers not see in us (equally important)?
» What behaviors will we be asking of those following us?
Architect
Strategy #4
Guiding Questions
What kind of organization » “Things” - structure, processes, technologies, policies, etc?
willbe required to achieve » “People” - roles, relationships, behaviors, values, etc.
the vision? » Which of these elements will be changing significantly and, equally
important, which will not be changing significantly?
Strategy #5
Guiding Questions
What will our plan for the » What are our goals and objectives and their timing?
Journey look like? » What quick wins can we build in to build confidence and momentum?
» What resources will be required?
» Which teams and/or individuals will be responsible for the goals and
objectives and the allocation of resources?
Strategy #6
Guiding Questions
How will we build the web » Who will be part of the Core Leadership Team (this must be a high performing
of leaders required for team that is clearly up to the challenge in the eyes of followers?
success? » As we look out into the organization, who else will need to be brought into
the web and aligned with the Core Team?
» Note: Members of the leadership web can be individuals or groups/teams.
CenterForHeroicLeadership.org
ACT II
Leadership “On the Path”
LEADERSHIP STRA TEGIES
“How Do We Stay On the Path, Meet the Challenges,
and Stay Healthy?”
Catalyst
Strategy #7
Guiding Questions
How do we bring enough » Who do we want to bring into the leadership web, with what roles and when?
people into the Leadership » How will we build the teams involved and how will we align people with the
Web to build the power, Core Team?
reach into the organization
and the resiliency we will
need?
How will we engage people » Which individuals and groups do we want to engage and when?
in adding the operational » What process will we use, including guidelines and faciliation of the process?
detail to the vision? » How will we use their work to reality-check our “big picture” vision (how does
the vision work on a daily basis in the units)?
How will we prepare people » How ready are the people and units of the organization for the journey?
for success on the journey? » How will we prepare people? Intellectually? Emotionally? Physically?
» How will we prepare those in the leadership web to lead effectively?
Guide
Strategy #10 Guiding Questions
How do we help people deal » How do we help people let go of things, the things that must end in order to
with the emotional challeng- move forward (from relationships and ways of doing things to self-image...)
es of the journey? » How do we help people deal with the dynamic tensions that characterize the
land in between endings and beginning - sense of place vs. displacement,
order vs. disorder, excitement vs. anxiety, etc?
CenterForHeroicLeadership.org
ACT II
Leadership “On the Path”
LLEEA
ADDEER
RSSH
HIIPP S
STTR
RAA TTEEG
GIIEES
S
“How Do We Stay On the Path, Meet the Challenges,
and Stay Healthy?”
Builder
Strategy #13
Guiding Questions
How do we maintain the » Which new people neeed to be brought into the web as the leadership needs
Leadership web? of the journey become more clear?
» What processes can we use to monitor the energy of people and groups as the
journey progresses and respond to renew energy when necessary?
CenterForHeroicLeadership.org
ACT III
Completion of the Journey
LEADERSHIP STRA TEGIES
“How Do We Embed and Protect the Change?”
Integrator
Strategy #16
Guiding Questions
How will we manage the » Who is likely to be affected?
ripple effects of our change? » How might they be affected and what complementary changes will we desire
of them to fit with our changes?
» How can we help them make those changes?
How can attune the people of » How do we develop common ground of values, behaviors, leadership and
the organization? management styles, relationship norms, etc?
» How will we identify the new leaders as well as new capacities and ensure that
they are deployed effectively in the organization?
» How do we maintain our leadership discipline and focus on attunement for an
extended period of time (much longer than alignment)?
CenterForHeroicLeadership.org
Where From Here?
I’m Curious
The “I’m Curious” section provides an overview of the heroic leadership that
highlights the required leadership roles and their strategies – as well as the
foundation on which leadership action rests. The foundation for action has four
main building blocks.
CenterForHeroicLeadership.org
Heroic Leadership Strategies
LEADERSHIP STRA TEGIES Finding the Highest Leverage
#3 Establish the
ACT I
Leadership Commitment
#4 Create the
Architect
Organization Design
*Leverage
1 = High Leverage
2 = Moderate Leverage
3 = Low Leverage
CenterForHeroicLeadership.org 10
Mid-Course Check on
LEADERSHIP STRA TEGIES Leadership Strategy Success
Leadership Strategy *Leverage *Success Next Steps
Role 1/2/3 A/B/C
#3 Establish the
ACT I
Leadership Commitment
#4 Create the
Architect
Organization Design
*Leverage *Success
CenterForHeroicLeadership.org 11
Tactics for Change Leadership Strategies
ACT I: Beginnings
For Each Strategy:
The Visionary Role Simply identify the three tactics that will provide the greatest benefit in pursuing that strategy.
This format is useful in structuring the conversations of leadership groups – conversations that lead
to the most effective actions. It also helps assure that leadership is aligned right at the beginning.
Tactic:
Strategy #1 Tactic:
Build the Business Case for Change
Tactic:
Tactic:
Strategy #2 Tactic:
Create the Vision of the Desired State
Tactic:
Tactic:
Strategy #3 Tactic:
Establish the Leadership Commitment
Tactic:
CenterForHeroicLeadership.org 12
Tactics for Change Leadership Strategies
ACT I: Beginnings
For Each Strategy:
The Architect Role Simply identify the three tactics that will provide the greatest benefit in pursuing that strategy.
This format is useful in structuring the conversations of leadership groups – conversations that lead
to the most effective actions. It also helps assure that leadership is aligned right at the beginning.
Tactic:
Strategy #4 Tactic:
Create the Organization Design
Tactic:
Tactic:
Strategy #5
Tactic:
Build the Plan for the Journey
Tactic:
Tactic:
Strategy #6
Tactic:
Create the Leadership Web
Tactic:
CenterForHeroicLeadership.org 13
Tactics for Change Leadership Strategies
ACT II: On The Path
For Each Strategy:
The Catalyst Role Simply identify the three tactics that will provide the greatest benefit in pursuing that strategy.
This format is useful in structuring the conversations of leadership groups – conversations that lead
to the most effective actions. It also helps assure that leadership is aligned right at the beginning.
Tactic:
Strategy #7 Tactic:
Extend the Leadership Web
Tactic:
Tactic:
Strategy #8
Tactic:
Add Operational Detail to the Vision
Tactic:
Tactic:
Strategy #9
Prepare the People & Organization Tactic:
for the Journey
Tactic:
CenterForHeroicLeadership.org 14
Tactics for Change Leadership Strategies
ACT II: On The Path
For Each Strategy:
The Guide Role Simply identify the three tactics that will provide the greatest benefit in pursuing that strategy.
This format is useful in structuring the conversations of leadership groups – conversations that lead
to the most effective actions. It also helps assure that leadership is aligned right at the beginning.
Tactic:
Tactic:
Tactic:
Strategy #11
Support People in Letting Go & Tactic:
“Inbetweenity”
Tactic:
Tactic:
Strategy #12
Establish a System of Accountability Tactic:
Tactic:
CenterForHeroicLeadership.org 15
Tactics for Change Leadership Strategies
ACT II: On The Path
For Each Strategy:
The Builder Role Simply identify the three tactics that will provide the greatest benefit in pursuing that strategy.
This format is useful in structuring the conversations of leadership groups – conversations that lead
to the most effective actions. It also helps assure that leadership is aligned right at the beginning.
Tactic:
Tactic:
Tactic:
Strategy #14
Build Competency Tactic:
Tactic:
Tactic:
Strategy #15
Support People in The Mastery Process Tactic:
Tactic:
CenterForHeroicLeadership.org 16
Tactics for Change Leadership Strategies
ACT III: Completion of the Journey
For Each Strategy:
The Integrator Role Simply identify the three tactics that will provide the greatest benefit in pursuing that strategy.
This format is useful in structuring the conversations of leadership groups – conversations that lead
to the most effective actions. It also helps assure that leadership is aligned right at the beginning.
Tactic:
Tactic:
Tactic:
Strategy #17
Align the Organization Tactic:
Tactic:
Tactic:
Strategy #18
Attune the People Tactic:
Tactic:
CenterForHeroicLeadership.org 17