November 6, 2012

Be a Change Agent at Any Level

The new collaborative workforce has turned the rules of leadership upside down and shaken them vigorously for good measure. Where there was once a fairly defined hierarchy—Boss A tells Worker B what to do and B does it—there’s now a flat landscape where everyone is expected to take the reins as needed. That means if B has an idea—a way to make a process more efficient or a new way to get client feedback—he or she is allowed, even expected, to make it happen.

Sandra Wiley

From the Boomer Bridging the Gap blog.

The new collaborative workforce has turned the rules of leadership upside down and shaken them vigorously for good measure. Where there was once a fairly defined hierarchy—Boss A tells Worker B what to do and B does it—there’s now a flat landscape where everyone is expected to take the reins as needed. That means if B has an idea—a way to make a process more efficient or a new way to get client feedback—he or she is allowed, even expected, to make it happen.

In other words, everyone is now a leader. This is great news for entrepreneurially minded staff—but it does pose a challenge for an employee who wants to create change but doesn’t “officially” run the show.

It can be more challenging for employee-led grassroots ideas to spark change, but it can be done. While you may not have the long term resource commitment your leaders do, you can still be proactive—and successful—if you have a clear vision and a firm commitment.

Being an advocate for change, regardless of where you fall in the organizational chart, can put you in the position of being a team leader—and someone who has great career potential.  If you’d like to start sparking positive change within your organization read on for ten ways to be proactive:

  1. Align individual priorities with firm goals. Chances are your firm has overarching change goals it is working to meet. Don’t just wait to be told what to do—look at those goals and figure out what you can do as an individual employee to support them. For instance, if your firm just announced that it is acquiring another to strengthen a particular niche, one of your individual priorities might be to learn more about that firm, its clients, and how they are different from your firm. You could even ask your manager to present your ideas on how these findings will impact your team. When you make the link between what you do on a day-to-day basis and how that can support the overall change initiative, you’re showing dedication and demonstrating that you want to help. This understanding works well during any type of firm-wide process or technological change, because you can begin to recommend better ways of doing what you already do.

  2. Learn to live with ambiguity. There is usually uncertainty during change. For instance, perhaps leadership hasn’t answered all your questions because not all of the details have been worked out yet. Partners may also have legal reasons for not releasing information. The point is, sometimes it’s in your best interest to roll with the ambiguity. Of course you should raise your concerns and ideas, but then keep focused on the task at hand. However, if you feel that ambiguity is disturbing the workplace or if you see leaders ignoring real concerns, let your manager know the downstream impact in a polite yet firm manner.

  3. Understand your leadership style first. Even if your business card doesn’t have a powerful title, you are still a leader. And every leader has a particular style and specific strengths.  It’s well worth your time to figure out what your style is, how it is seen by others, and how you can apply it to maximize your strengths. Most leadership assessments come down to four types of leaders: loud and proud; cheerful and optimistic; the strong, silent type; and data driven. You may also be a combination of them. In any case, knowing your own leadership style can help you effectively manage up the organizational chain of command, coach employees and present, and lead future change projects. Your knowledge will also help you to recognize different leadership styles and thus frame your own communication to meet the needs of others.

  4. Change what you can change: yourself. There is an old saying that too many cooks spoil the soup. Similarly, too many leaders during change can make everything confusing and fragmented. If you are not in a position to formally influence the change, instead of trying to create a leadership role, take the opportunity to change your own attitude, behaviors, and beliefs. You can do this by setting realistic goals for yourself and then eliciting feedback on them from peers, managers, and perhaps even clients. “Remember that firm change and personal change have strong similarities: You must clearly identify what you want to change, what the change looks like, and the specific steps and milestones for meeting them.”

  5. Influence what you can’t change: others. Even if you aren’t the one running the show, you can still influence the direction of the change. And your position of being “one of them” could even give your opinions a boost with your fellow team members! A good way to build trust and respect with your colleagues is to give meaningful and timely feedback with the sole intent of increasing effectiveness and job satisfaction. Cultivating this atmosphere of openness among your peers will help you influence change, because knowing others’ motivations and interests will help you to explain how the change project will meet their needs. And don’t forget, another great way to influence change is to model the behavior you want to see in others.

  6. Become an early adopter and ally for change. Adapting early to change and being an ally for it is one simple and visible way of leading change when you are not running the show. This entails wanting change to happen and working toward that goal as soon as you have a logical explanation for a particular alteration or modification. The nice thing about being an ally and early adopter is that you aren’t seen as someone who is just giving face time to the change; you are actually doing it and helping to spread enthusiasm among your team members.

  7. Create a community of peers. Many change projects have task forces or committee’s that serve as the eyes and ears of change. This group relays information, ideas, and concerns back to the leadership team so that the change plan can be adjusted as needed. If your firm has a change council, ask to be part of it. If it doesn’t, offer to help organize one. For change leaders, there is no replacement for direct feedback as to how communications, plans, and new projects are being perceived in the field.
  8. Help other employees cope with change. Even if you’re excited about change, not everyone will be. Some team members might feel confused, angry, frustrated, or exploited. To make the transition easier for them, first, be on the lookout for signals that someone needs help coping: absenteeism, depressed or despondent behavior, or attacks on team members. You might intervene one-on-one, or help steer a bickering session into a change session. You can also help others cope through active listening. Try to act as a sounding board, and help the other person reduce emotionality and increase rational discussion.

  9. Encourage communication among your peers. Remember, the sum of the parts is always greater than individual contribution levels added together.  So, regularly ask yourself how you can help build a better firm by diffusing confusion, expediting the flow of information, or reaching out to others. Communication between peers and through management helps make your job easier in a number of ways. It uncovers what is valuable to the business and what is not, it minimizes the amount of time required to achieve goals, and it maximizes productivity.
  10. Believe in the change and speak up. This isn’t so much about self-help as it is making positive ideas a reality!  As change begins, start talking about how great it will be. And if change is not yet happening, talk about past accomplishments to capture the emotions, excitement, and energy your team needs to forge ahead. Whether you are a junior staff member or the Managing Partner, show your enthusiasm for the project. Change comes from the heart, not from corporate messaging. A sense of possibility for the future of the firm is contagious! If you see that a change is needed but you aren’t the leader, don’t just sit back and be told what to do—be proactive! When you show your commitment in creative ways, you’ll be asked to run the show sooner than you think.

Thanks for reading CPA Practice Advisor!

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Sandra-WileyGB[1]

Sandra Wiley

COO, Boomer Consulting

Sandra Wiley, President of Boomer Consulting, Inc., is a leader in the accounting profession with a passion for helping firms grow, adapt and thrive. She is regularly recognized by Accounting Today as one of the 100 Most Influential People in Accounting as a result of her expertise in leadership, management, collaboration, culture building, talent and training. Sandra’s years of experience and influence as a management and strategic planning consultant make her a sought-after resource among the best and brightest firms in the country. She is regularly invited to speak at national conferences where she empowers audiences with new ideas and a sense of humor. She is a popular author, having been published in many online and print publications, and penned two books, The Journey Ahead: A New Roadmap to Collaboration in Your Firm and The Engaged Employee: 10 Initiatives for Successful Firms.