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How to use "Refine" strategies to stay on purpose

How to use "Refine" strategies to stay on purpose

Released Tuesday, 28th March 2023
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How to use "Refine" strategies to stay on purpose

How to use "Refine" strategies to stay on purpose

How to use "Refine" strategies to stay on purpose

How to use "Refine" strategies to stay on purpose

Tuesday, 28th March 2023
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Episode Transcript

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0:00

Hi, Richie Freeman and I'm your Modern

0:02

Manners Guy. In under 20 minutes a week,

0:04

I can teach you how to avoid awkward

0:06

Zoom call rock the holiday

0:09

office party, and navigate the ever-changing

0:11

workplace with grace and charm.

0:14

See, manners are more than just

0:16

soup spoons, dinner parties, and white

0:18

glove hoity-toity events. It's

0:20

about having meaningful connections with people,

0:23

feeling confident, and most importantly, not

0:25

being a jerk. to Modern Manners

0:27

Guy on Apple Podcasts, Spotify, or

0:29

wherever you get your podcasts.

0:50

Hey, it's Rachel Cook, your Modern Mentor.

0:53

I'm the founder of Lead Above Noise, a firm

0:55

specializing in helping teams and organizations

0:58

optimize their working experience.

1:00

And one thing that doesn't help a workplace experience

1:03

is rampant overwhelm or worse,

1:05

burnout. The

1:07

uncertainty of the economy has left many

1:09

of us afraid to say no to anything.

1:12

So we all just keep piling more onto

1:14

our plates. But as I learned the

1:17

hard way, the first time my parents unleashed

1:19

me at a dessert buffet when I was five.

1:22

Your body will inevitably let know

1:24

when you've piled it on too high. My

1:27

delight at the buffet ended in a cleanup

1:29

on aisle six kind of disaster, but in

1:31

the workplace, the overpiling on our

1:33

plates, less repulsively, but just

1:36

as terribly, leads to anxiety and

1:38

overwhelm and disengagement. And these

1:40

consequences are real. My

1:43

delight at the buffet ended in a cleanup

1:45

on aisle six kind of disaster, but in

1:48

the workplace, the overpiling on our

1:50

plates leads less repulsively,

1:52

but just as terribly to anxiety

1:55

and overwhelm and disengagement. And

1:57

these consequences are real.

1:59

So. If your boss or a client or a

2:01

colleague is continuing to ask for more

2:04

and you're just afraid to say no, what

2:06

can you do?

2:07

Well, you can refine.

2:10

One of my most popular workshops these days is

2:12

called Achieve More with Purpose, Clarity,

2:15

and Alignment. It's designed

2:17

to help a team clarify its most

2:19

essential impact, determine which priorities,

2:21

like which meetings and projects, ladder

2:24

up to that impact,

2:25

and then to make more effective decisions around

2:28

what to take on and and what not to.

2:30

And as part of this workshop, I teach a framework

2:32

called the SRA, which stands

2:35

for stop, refine and add.

2:37

And here's how we use it. I start by

2:39

asking teams to complete what's called a purpose

2:41

canvas. It's a quick exercise to

2:43

help them articulate the unique value that they

2:45

deliver, to whom and why. Then

2:48

with that purpose in hand, I ask them

2:50

to review their calendars and ask themselves

2:53

this question. If I need to

2:55

achieve this purpose or impact, What

2:57

are the things I need to stop doing? And

2:59

yes, there is always something.

3:01

What are the things I need to add or start

3:03

doing? And what are the things I need

3:06

to keep doing, but can maybe do more

3:08

efficiently, effectively, or even more

3:10

joyfully?

3:12

And this last bucket is where we refine.

3:15

If you're wondering what it looks like to refine something

3:17

you're already doing, and I hope that you're

3:19

wondering,

3:20

then let's talk about some of the strategies

3:22

I share in this program.

3:24

Candidly, I have so many beloved

3:26

ones that I'll be sharing some this week and some

3:29

more next week. All of these

3:31

require you to pause and consider some

3:33

options before you automatically say yes

3:35

and run. It does take practice, but

3:38

here are some options to consider. The

3:41

first is advise. Sometimes

3:43

we are asked to do something not because we're

3:45

needed for the doing, but for the

3:47

knowing of something relevant or important.

3:50

Like take my client Jay. He

3:52

works in marketing and he is an analytics

3:55

wizard, which means he is always in

3:57

high demand and his plate is always spilling

3:59

over.

4:00

When we held up his Purpose Canvas next to his

4:02

plate,

4:03

we realized that a lot of what was piling up on

4:05

his plate was simply because the person who should

4:07

have been owning the task or project was

4:09

lacking the analytic confidence or capability.

4:12

And we agreed together that by taking on

4:14

an advisory role,

4:16

Jay could offer a unique value to the work without

4:19

actually owning the work.

4:21

We started with one project that was about to kick

4:23

off. It was a detailed analysis of the past 12

4:26

months of campaigns that had been sent.

4:28

Jay, of course, had been tasked with doing

4:30

the work, but

4:31

instead he approached his boss and said

4:33

something like this, I've got a lot on

4:35

my plate right now and if I take this on, I'm

4:38

worried another ball will fall.

4:40

What if instead, Kayla takes it on

4:42

and I spend a few hours with her up front setting

4:44

up the analytics and I agree to meet with her

4:46

weekly to talk through progress and advise

4:48

on the conclusions they're drawing?

4:50

His boss said yes, and he has since

4:53

negotiated similar arrangements in

4:55

three other projects.

4:56

And this is a win for everybody.

4:58

It means more projects are given the advantage

5:00

of Jay's expertise, while Jay

5:03

maintains the capacity to get his own work done

5:05

without burning himself out.

5:07

Your area of expertise may be less specific

5:09

or technical.

5:11

But can you find just one thing on your plate

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6:14

Next, collaborate. Whatever

6:16

the thing you need to deliver, a report, a

6:19

presentation, a process, a product, a

6:21

safety plan, before you begin,

6:23

stop and ask yourself, who else

6:25

in my world might be working on something similar?

6:28

It may be a colleague in your company.

6:30

It may be someone you met at a conference or on

6:32

LinkedIn who does similar work. As

6:35

long as trade secrets are kept confidential,

6:37

who can you partner with? This

6:40

approach adds value through a few lenses. It

6:42

can drive efficiency if you and your collaborator

6:44

opt to divide and conquer. It

6:47

can deliver a more creative outcome because two

6:49

minds generate more ideas than one.

6:51

And finally, it can make doing the work

6:54

just a bit more pleasurable.

6:55

And this helps preserve your energy and engagement

6:58

which totally counts in the world of keeping

7:00

your impact high. I personally

7:03

use this one all the time.

7:05

I get more joy out of the work and my clients

7:07

get richer solutions. Everyone's winning.

7:09

And finally,

7:11

repurpose. Now this option requires

7:14

a little release of our egos because

7:16

we do love creating something from scratch.

7:19

There's this great story around the advent

7:21

of the Betty Crocker cake mix in a box.

7:24

In short, the original version of the cake

7:26

mix launched in the 1950s

7:29

required only the addition of water to the mix

7:31

before baking. And

7:32

in its earliest days, sales

7:34

were horrible.

7:36

So the company did some market research and discovered

7:38

that their target customers, in this case

7:41

being the 1950s and all, it was women

7:43

who managed the home.

7:44

They weren't buying it because it felt like cheating.

7:47

It was simply too easy. And

7:49

the women didn't feel a sense of ownership

7:51

of the cake they would would ultimately put on the table. So

7:54

General Mills changed the recipe so the baker

7:56

now needed to add eggs to the batter and

7:59

suddenly it was flying.

7:59

off the shelves.

8:01

The lesson here is that when we're attaching our name

8:03

to something, we want to feel a sense of ownership

8:06

in it, like we played a strong hand in

8:08

making it.

8:09

And there's no shame in that. But also,

8:12

sometimes the impact is in the efficiency.

8:14

So before you set out

8:16

with a blank page to go build the thing, just

8:19

pause and ask yourself, does something

8:21

similar already exist? Something

8:23

that gets me 90 or even 5% of

8:26

the way there?

8:27

Something I can use as a springboard, but

8:29

also evolve to make my own.

8:31

Okay, I hope you found some value

8:33

in these strategies. Choose one,

8:36

give it a try, and join me next week

8:38

for more.

8:39

Until then, visit my website at leadabovenoise.com

8:43

if your organization is looking to dial up its

8:45

employee experience or deliver some leadership

8:47

development that activates change.

8:49

You can follow Modern Mentor on Apple Podcasts,

8:52

Spotify, or wherever you listen to podcasts.

8:55

Find and follow me on LinkedIn. Thanks so much

8:57

for listening and have a successful week.

9:00

Modern Mentor is a quick and dirty tips podcast.

9:02

It's audio engineered by Dan Firebend with script

9:05

editing by Adam Cecil.

9:06

Our podcast and advertising operations specialist

9:09

is Morgan Christensen. Our digital

9:11

operations specialist is Holly Hutchings. Our

9:13

marketing and publicity associate is Davina

9:15

Tomlin and our intern is Cameron Lacy.

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T-Mobile's award-winning 5G coverage

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Not only does T-Mobile have a great network, but their plans

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it all? With T-Mobile, you don't have to choose between

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a great network or great value. Find out more

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at tmobile.com slash CY.

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