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Shannon Waller's Team Success

By: Shannon Waller
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  • Summary

  • Shannon Waller, author of The Team Success Handbook, has been the entrepreneurial team expert at Strategic Coach® since 1995. Shannon Waller’s Team Success podcasts are a series of insights around teamwork and success that she’s gained from working with entrepreneurs.
    TM & © 2024. All rights reserved.
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Episodes
  • Behind The Scenes: The Key To Creating First-Class Client Experiences

    Behind The Scenes: The Key To Creating First-Class Client Experiences
    Apr 18 2024
    Before important client meetings, are you and your team running around handling last-minute logistics? How prepared does your team feel going into the meeting? In this episode, Shannon Waller discusses the value of bookending client meetings with clearings and debriefs to elevate the overall experience for clients and team members. Here’s the why and how of Strategic Coach’s backstage process that prepares the team for delivering exceptional front stage results. Download Episode Transcript Show Notes: Clearings Before Meetings: Positive Focus®: Starting with the Positive Focus exercise allows everyone to: Feel energized and excited by reflecting on a recent win. Get present and shift their focus from past or future distractions. Preview of the day: Providing an overview of what to expect during the day: Helps everyone get familiar with the agenda, timing, and their roles. Focuses the team on key conversations or key points to make. Setting intentions: Everyone states what they want to be true at the end of the experience, thereby creating a shared vision they’re all aligned on. Debriefs After Meetings: Reflection and sharing: Debriefs at the end of the day provide an opportunity for team members and clients to reflect on the experience, share insights, and discuss key takeaways. Continual improvement: By discussing what worked well, areas for improvement, and any insights gained, the team can continually enhance their performance and refine their approach for future meetings. Leaving on a positive note: As a final wrap-up, each person shares the value they got from the meeting. Benefits Of Clearings And Debriefs: Being present: The team has greater engagement in, participation in, and ownership of a superb client experience. Centering the results for the client: By focusing on what will allow clients to leave feeling more confident and motivated, the team can stay responsive to delivering a more personalized and impactful experience. Psychological and emotional preparation: The team is alert and responsive to client needs, ready to expand and elevate the thinking in the room. Everyone is more confident, clear, and prepared to take action to achieve the agreed upon-result for the client. Transformational experience: When the team is focused on the clients, they have the opportunity to create unexpected value for them, elevating the interaction from a transactional experience to a transformational one. Teams can incorporate clearings and debriefs with meetings, coaching sessions, workshops, or any other key client interactions to significantly enhance the overall experience for both clients and team members. At Strategic Coach®, we also have clearings and debriefs for internal team meetings so that we can continually improve our internal experience. Though the goal is to constantly improve client satisfaction, this always has to include elevating the experience for team members too. Resources: Article: “Your Business Is A Theater Production: Your Back Stage Shouldn’t Show On The Front Stage.” Free tool kit download, including The Positive Focus® EOS®: Entrepreneurial Operating System®
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    18 mins
  • The Power Of Saying “Yes” To New Ideas

    The Power Of Saying “Yes” To New Ideas
    Apr 11 2024
    How would you like to learn a strategy for improving creativity, connection, and collaboration within your team that’s as simple as saying the word “yes”? In this episode, Shannon Waller explains how graciously saying yes to your team members’ ideas is an easy yet powerful way to foster deeper conversations and collective problem solving, and dives into the importance of cultivating a positive environment for idea sharing. With actionable techniques for leaders, entrepreneurs, and team members to harness the power of teamwork and practical ways to validate and engage with new ideas, this is one episode you won’t want to miss! Download Episode Transcript Show Notes: Finding aspects of an idea to say yes to can significantly increase collaboration and creativity within your team. Team productivity depends heavily on whether entrepreneurs can create a positive space for sharing ideas. To foster this kind of idea-sharing culture, it’s important to acknowledge and respect the mindset of individuals who are brave enough to come to you or their team leaders—people who stand higher above them in the company’s hierarchy whether it’s explicit or not—with their ideas. There are practical techniques you can use for engaging with and validating new ideas, all of which promote constructive dialogue and problem solving. Team collaboration only gets better when you seek out and engage with new ideas from individuals whose thinking profiles and striving instincts differ from your own. Graciously finding parts of an idea to support, rather than outright rejecting ideas that aren’t perfect in their entirety, can also lead to deeper conversations and more effective teamwork. You can create a more collaborative environment for discussion when you try to find common ground with whatever idea is being pitched to you. Resources: Working Genius The Kolbe A™ Index
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    9 mins
  • The Excellent Trap: The Danger Of Not Letting Go

    The Excellent Trap: The Danger Of Not Letting Go
    Mar 21 2024
    In this episode, Shannon Waller talks about the dangers of the “Excellent Trap.” Are there activities you have superior skills but no passion for? Are you bored with them but resisting having someone else take them on? Let Shannon convince you why you should let go of these “Excellent,” but not “Unique Ability,” activities. Shannon has useful advice on how to identify the activities, when it’s time to let them go, and who to hand them off to. Download Episode Transcript Show Notes Signs To Look Out For: Loss of passion: If you find yourself going through the motions without the same level of excitement or interest as before, it could be a sign that you’ve outgrown the activity. Boredom and lack of challenge: Activities that were once stimulating may become routine and unchallenging over time, leading to lack of interest. Others who show skill and energy: Pay attention to people around you who show a keen interest in the tasks you excel at but no longer feel passionate about. These individuals may bring fresh ideas and creativity to the table. Benefits Of Passing Off Tasks: New perspectives: Allowing someone else to take over tasks can bring in new perspectives and innovative approaches that you may not have considered. Freeing up time: By delegating tasks that no longer fire you up, you free up time to focus on activities that engage your creativity and align with and help you grow your Unique Ability®. Team growth: Passing off tasks can also contribute to the growth and development of your team members, providing them with opportunities to showcase their skills and creativity. Steps To Take: Self-reflection: Identify Excellent activities where you have superior skill but lack passion. For comparison, also make a list of your Unique Ability activities, those you find endlessly fascinating and motivating. Pick one or two Excellent activities to let go of. Identifying potential candidates: Keep an eye out for individuals within your team or network who exhibit enthusiasm and creativity in the areas you are considering passing off. Initiating conversations: Approach potential candidates and discuss the possibility of them taking over the tasks. Observe their reactions and eagerness to explore these responsibilities. Transition planning: Once you find a suitable candidate, plan a smooth transition of responsibilities, ensuring that the handover is seamless and well-communicated. Conclusion: Recognizing when to pass off activities where you excel but lack passion is a crucial step toward personal growth and team development. By entrusting tasks to individuals with a fresh perspective and enthusiasm, you not only free yourself from mundane (to you!) responsibilities but also foster a culture of collaboration and growth within your team. Embracing this mindset of delegation and empowerment can lead to enhanced creativity, efficiency, and overall success in both personal and professional endeavors. Resources: Unique Ability® 2.0: Discovery by Catherine Nomura, Julia Waller, and Shannon Waller The Road Less Stupid by Keith Cunningham EOS®: Entrepreneurial Operating System® Unique Ability® Teamwork Questions for Shannon: questions@strategiccoach.com
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    13 mins
Leadership Management Economics
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