Rosh, L., & Offermann, L. (2013). Be yourself, but carefully. Harvard Business Review, Oct(Oct).Links to an external site. 2)Schwartz, T. (2007). Manage your energy, not your time. Harvard B
Number 9 and 10 dont have pdfs
Be Yourself, but Carefully How to be authentic without oversharing by Lisa Rosh and Lynn Offermann
h flj uthenticity" is the new buzzword â among leaders today. We're told to
' %bring our fijU selves to the office, to engage in frank conversations, and to tell personal stories as a way of gaining our colleagues' trust and improving group per- formance. The rise in collaborative work- places and dynamic teams over recent years has only heightened the demand for "instant intimacy," and m2magers are supposed to set an example.
But the honest sharing of thoughts, feelings, and experiences at work is a double-edged sword: Despite its potential benefits, self-disclosure can backfire if
it's hastily conceived, poorly timed, or inconsistent with cultural or organiza- tional norms—hurting your reputation, alienating employees, fostering distrust, and hindering teamwork. Getting it right takes a deft touch, for leaders at any stage of their careers.
Consider Mitch, the director of a newly established department at a major U.S. university, who was responsible for negotiating and maintaining links with other educational and research institu- tions. Attempting to break the ice in his first meeting with the dean of a promi- nent college, he mentioned how excited
October aoi3 Harvard Business Review 135
EXPERIENCE
he was to be at the dean's school, because he'd wanted to attend it but had been rejected. He got a cold stare in response, and the meeting ended without an agreement. Mitch thought his comment was friendly and self-deprecating; now he realizes that it probably lowered his standing with the dean, who may have thought he was either challenging the admissions process or seeking pity. Mitch learned that such revelations must be skillfully deployed.
In our years of studying and consult- ing on leadership development, team building, and communication skills, we've come across hundreds of cases like this. Drawing on them and on more than four decades' worth of research in social and organizational psychology, we now have some lessons to share. Here we look at the common mistakes executives make when they're trying to be authentic and offer a five-step plan for moving toward more- efFective self-disclosure.
Where Leaders Slip Authenticity begins with self-awareness: knowing who you are—your values, emotions, and competencies—and how you're perceived by others. Only then can you know what to reveal and when. Good communication skills are also key to effective self-disclosure; your stories are worthwhile only if you can express them well. We typically encounter three types of executives whose lack of self-knowledge causes their revelations to fall flat—oblivi- ous leaders, bumblers, and open books— and two types who fail because they are poor communicators: inscrutable leaders and social engineers. (However, people often fit into more thcin one category at least some ofthe time.)
Oblivious leaders don't have a realis- tic view of themselves and thus reveal information and opinions in a manner that appears clueless or phony. Take Lori, the director of sales and business develop- ment for a global software company. She sees herself as an inclusive, participatory, and team-oriented manager and likes to
136 Harvard Business Review October 2013
tell Stories about her time as a junior staff member and how much she valued having a voice in decisions. But her subordinates consider her to be highly directive and thus find her anecdotes disingenuous. As one employee puts it, "I don't care if you make every decision, but don't pretend to care about my opinion."
Bumblers have a better understanding of who they are but not of how they come across to others. Unable to read colleagues' social cues, including body language and facial expressions, they make ill-timed, in- appropriate disclosures or opt out of rela- tionship building altogether. This behavior is particularly prevalent in cross-cultural situations when people aren't attuned to differing social norms. A case in point in- volves Roger, a partner in a multinational consulting firm who was assigned to help boost meirket share for the firm's newly formed Asia-Pacific office. Asked to coach a team that had recently lost an impor- tant account, he decided to share a story about losing his first client. In the United
States, anecdotes about his own mistakes had always made his subordinates feel better. But Roger's Asian colleagues were dismayed that their new leader would risk his honor, reputation, and influence by admitting weakness.
You don't need to leave your country to bumble. Take Anne, the general manager of a cafeteria for an international technol- ogy company. An extrovert who knows herself well, she shares her experiences and perceptions freely. This can be effec- tive when she's talking to her staff, but it's less so with outsiders. For example, when an HR manager recently complimented her on the catering she'd coordinated for an in-house awards ceremony, Anne thanked him and went on to disclose that she'd been concerned because the com- pany had come close to outsourcing its food service. Instead of seizing an oppor- tunity to secure more internal business for her beleaguered cafeteria, she diminished her status and worried team members who overheard the exchange.
Unable to read colleagues' social cues, including body language and facial expressions, bumblers make ill-timed, inappropriate disclosures.
HBR.ORG
Open books talk endlessly about them- selves, about others, about everything; they're too comfortable communicating. So although colleagues may seek them out as sources of information, they ultimately don't trust them. Consider Jeremy, an outgoing senior manager with a sharp mind but a string of failed management consulting engagements. When people first meet him, his warmth, intelligence, and ability to draw them into conversa- tion make them feel as if he were an old friend. But his aggressive familiarity soon wears thin ("I know more about his wife than I know about my own," one former colleague says), and his bosses question whether he's discreet enough for client work. Indeed, Jeremy was asked to leave his most recent job after he used a key meeting with a prospective client to detail work he'd done for several others, not only outlining their problems but identifying them by name.
Inscrutable leaders are at the other end ofthe spectmm: They have difficulty sharing anything about themselves in the workplace, so they come off as remote ¿ind inaccessible and can't create long-term office relationships. Aviva is a registered dietician who expanded her private prac- tice into a full-service nutritional guidance, exercise training, and health products company. Although she's talented and passionate, she has difficulty retaining employees, because she fails to communi- cate her enthusiasm and long-term vision. Recently featured on a panel of female entrepreneurs, she opted to present a basic annual report and outline her sales strategy rather than to captivate the audience with a personal story, as others had done. Afterward, the other panelists were flooded with résumés and business cards; Aviva had lost out on the significant benefits that can come from appropriate self-revelation.
Finally, social engineers aie similar to inscmtable leaders in that they don't in- stinctively share, and to bumblers in that they often have difficulty reading social cues, but their chief shortcoming is the
way they encourage self-disclosure within their work groups. Instead of modeling desired behaviors, they sponsor external activities such as off-site team buuding. Andrew, for example, is a unit head at a financial services firm with an ultracom- petitive corporate culture. Every year, he sends his team on a mandatory retreat run by an outside consultant who demands personal revelations in artificial settings. Yet Andrew never models or encourages self-disclosure in the office—and he looks the other way if employees exploit col- leagues' self-revealed weaknesses to get ahead. When we asked one of Andrew's direct reports about the most recent group getaway, she said, "I learned that I hate my colleagues—and my manager—even more than I thought."
Executives who make any or all of these mistakes may appear to be simply incompetent. But their cautionary tales are much more common than you might think, and we can all learn from them. In our work we've seen even the most self- aware, talented communicators err in how, when, or to whom they reveal a personal story. Everyone should understand best practices in self-disclosure.
A Five-Step Path Let's retum to Mitch, who blimdered with the college dean. Chastened by that experience, he vowed to get better at revelation. Since then his disclosures have proved far more effective, allowing him to establish many enduring partner- ships. What makes him so successful now? First, he's self-aware: He knows who he is, where he came from, where he's going, and what he believes in. He encourages colleagues to give him feedback, and he's enrolled in several developmental training programs. Second, he communicates cautiously, letting the task at hand, along vwth environmental cues, dictate what to reveal when. For instance, he was all business at one meeting with a potential partner until she voiced a concem about whether her students could assimilate at his university. Sensing a critical moment
in the negotiation, he decided to tell her about the challenges he'd faced in an exchange program during college—try- ing to learn another language, make friends, and adjust to the curriculum. The story was personal and heartfelt but also demonstrated an understanding of his counterpart's concem and a commitment to addressing it. He deepened the relation- ship and sealed the deal.
Mitch arrived at effective, authentic self-disclosure by following five steps:
1 Build a foundation of self- knowledge. You can leam about yourself in many ways, but the best approach is to so- licit honest feedback—ideally
a 360-degree review—from coworkers and follow it up with coaching. In Why Should Anyone Be Led by You? (Harvard Busi- ness School Press, 2006), Rob Goffee and Gareth Jones suggest exploring biography. You might consider your upbringing, your work experiences, and new situations, such as volunteer opportunities, that test your comfort zone and force you to reflect on your values. You might also consider your personal management philosophy and the events and people who shaped it. We start our executive coaching engage- ments with a detailed interview that essentially walks clients through their personal and professional histories, their successes and failures, and the lessons they've drawn as a result. These exercises can help you choose which stories are most appropriate to share with others.
2 Consider relevance to the task. Skillful self-disclosers choose the substance, process, and timing of revelations to further the task at hand, not
to promote themselves or create purely personal relationships. In fact, we found in our earlier work that team develop- ment efforts often fail because they try too hard to foster intimacy rather than focusing on task-relevant disclosure and social cohesion. Be clear that your gocd in
October 2013 Harvard Business Review 137
EXPERIENCE
When—and When Not—to Share This checklist can help you decide when self-disclosure is advisable.
revealing yourself at work is to buud trust and engender better collaboration and teamwork, not to make friends—though that may happen. So before you share per- sonal information, ask yourself whether it will help you do your job. Is it germane to the situation? Will your staff get a bet- ter understanding of your thinking and rationale? If not, you might want to save the story for a coffee date with friends. If your goal is simply to develop rapport with employees, you can find safer ways to accomplish that—such as bonding over a beloved sports team, a new movie, or a favorite restaurant.
3 Keep revelations genuine. This should be a no-brainer, but we're amazed at how often we hear about managers who fabricate tales. Take Allan, who
recently stepped down from his position as the associate director of marketing and communications for a regional hotel chain. In both presentations and small group discussions, he would cite examples of how he had successfully used social media, video on demand, and search engine opti- mization in his prior position at a premier boutique hotel. The problem was that he held that job in the early 1980s, before those technologies were widespread. Allan did have extensive social media marketing experience, but it had come through his volunteer church work; he fudged the de- tails in an effort to bond with his younger colleagues. Eventually they found out, and Allan lost credibility, which ultimately led to his departure from the company. Making up stories or exaggerating parts of a narrative to fit the situation may seem like a good idea, but it is easily discovered and can do a lot of harm. Instead try to find real if less-than-perfect disclosures that still capture the emotions of the situ- ation and convey empathy. If, for example, Mitch had never been part of an exchange program, he might have told his potential partner that he was a father and therefore recognized the importance of assuaging young people's fears in new situations.
HBR.ORG For an interactive version of this tool, with tailored advice, go to hbr.org/ web/2013/09/ assessment/ when-and-when- not-to-share.
How much self-reñection have you done? A I don't engage in self-reflection.
B I've taken many self-assessment tests but rarely get feed- back from others.
C I've completed numerous self-assessments, and my scores are usually similar to those my colleagues give me in 360-degree reviews.
What is your goal in self-disclosure? A I want to demonstrate knowledge, competence, or empathy.
B I want to connect with my colleagues in order to improve the atmosphere at work.
C I want to gain the trust of my colleagues in order to make our performance more effective.
What kinds of information do you disclose? A I fabricate a story to fit the situation.
B I tell a true story that may or may not fit the situation.
C I tell a true story that fits the emotion of the situation and conveys empathy.
What personal information do your colleagues share with you? A No one shares personal information in my workplace.
B I know a lot about the personal lives of a few friends at work but not much about my other colleagues.
C My colleagues share personal information, especially when it is pertinent to the task.
How long have you known your colleagues? A We just met.
B We've had one or two formal meetings.
C We've had at least a week of formal and informal discussions and have completed one significant task.
If your answers were mostly As, you might want to be quiet.
If they were mostly Bs, you should proceed cautiously.
If they were mostly Cs, speak up.
October 2013 Harvard Business Review 138
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4 Understand the organiza- tional and cultural con- text. Considerable research has shown that people from individualistic societies, such
as the United States and India, are more likely to disclose information about them- selves and expect others to do the same than people from coUectivist societies, such as China and Japan. Thus Roger's Asian teammates might have been put off by his readiness to share a personal story.
care agency. Exhausted after a sleep- less night with her sick baby, she shared that experience in her introduction, to the discomfort of her audience. "They wanted to know about my education and industry background, and instead I spoke graphically about baby throw-up," she re- calls. "It took me a few months after that to reestablish credibility." This doesn't mean you have to wait years before telling colleagues anything about your personal life. You just need to have spent enough
Skillful self-disclosers choose the substance, process, and timing of revelations to further the task at hand, not to promote themselves.
regardless of its content. Make an effort to investigate national and orgjinizational norms about sharing so that you'll know when it's best to keep quiet. In any con- text, but especially one new to you that involves teammates from other countries, companies, or functions, you should talk to respected insiders about how people operate and what level of candor is ex- pected. HR personnel and group leaders may be able to provide this information, but you can also test the waters with task- relevant self-disclosure to see how people respond. And you can look for cues such as eye contact and others' attempts to share or solicit stories.
5 Delay or avoid very personal disclosures. Intimate stories strengthen relationships; they don't establish them. Sharing too much personal information
too quickly breaks all sociocultural norms of behavior, making one appear awk- ward, needy, or even unstable. That was Helen's mistake when she was asked to introduce herself at the cross-site launch of a training program at her home health
time with them to develop a foundation of trust and to learn organizational norms. First develop common objectives, delin- eate goals and roles, and demonstrate credibility and trustworthiness through your work. Take careful note of how open others are before offering significant dis- closures of your own. In some workplaces you will eventually find it safe and helpful to share; in others you'll realize it's ex- tremely unwise to do so.
These five steps should help you avoid some of the pitfalls we've outlined and become a more effective leader. Remember to think carefully about your motives and likelihood of success. (See the exhibit "When—and When Not—to Share.") Self-disclosure is a valuable mcinagerial tool, but it must be used judiciously. What stories do you have to tell, and who needs to hear them? 0
HBR Reprint R1310J
Lisa Rosh is an assistant professor of management at the Sy Syms School of
Business at Yeshiva University. Lynn Offermann is a professor of organizational sciences and communication at the George Washington University.
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hbr.org | October 2007 | Harvard Business Review 63
STEVE WANNER IS a highly respected 37-year-old partner
at Ernst & Young, married with four young children.
When I met him a year ago, he was working 12- to 14-hour
days, felt perpetually exhausted, and found it diffi cult
to fully engage with his family in the evenings, which left him
feeling guilty and dissatisfi ed. He slept poorly, made no time to
exercise, and seldom ate healthy meals, instead grabbing a bite
to eat on the run or while working at his desk.
Wanner’s experience is not uncommon. Most of us respond
to rising demands in the workplace by putting in longer hours,
which inevitably take a toll on us physically, mentally, and emo-
tionally. That leads to declining levels of engagement, increas-
ing levels of distraction, high turnover rates, and soaring medi-
cal costs among employees. My colleagues and I at the Energy
MANAGING YOURSELF
Manage Your Energy, Not Your Time The science of stamina has advanced to the point where individuals, teams, and whole organizations can, with some straightforward interventions, signifi cantly increase their capacity to get things done.
by Tony Schwartz
G re
g M
ab ly
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MANAGING YOURSELF | Manage Your Energy, Not Your Time
64 Harvard Business Review | October 2007 | hbr.org
Project have worked with thousands of
leaders and managers in the course
of doing consulting and coaching at
large organizations during the past fi ve
years. With remarkable consistency,
these executives tell us they’re pushing
themselves harder than ever to keep
up and increasingly feel they are at a
breaking point.
The core problem with working lon-
ger hours is that time is a fi nite resource.
Energy is a different story. Defi ned in
physics as the capacity to work, energy
comes from four main wellsprings in
human beings: the body, emotions,
mind, and spirit. In each, energy can be
systematically expanded and regularly
renewed by establishing specifi c ritu-
als – behaviors that are intentionally
practiced and precisely sched-
uled, with the goal of making
them unconscious and auto-
matic as quickly as possible.
To effectively reenergize
their workforces, organiza-
tions need to shift their em-
phasis from getting more out
of people to investing more
in them, so they are motivated – and
able – to bring more of themselves to
work every day. To recharge themselves,
individuals need to recognize the costs
of energy-depleting behaviors and then
take responsibility for changing them,
regardless of the circumstances they’re
facing.
The rituals and behaviors Wanner es-
tablished to better manage his energy
transformed his life. He set an earlier
bedtime and gave up drinking, which
had disrupted his sleep. As a conse-
quence, when he woke up he felt more
rested and more motivated to exercise,
which he now does almost every morn-
ing. In less than two months he lost
15 pounds. After working out he now
sits down with his family for breakfast.
Wanner still puts in long hours on the
job, but he renews himself regularly
along the way. He leaves his desk for
lunch and usually takes a morning and
an afternoon walk outside. When he ar-
rives at home in the evening, he’s more
relaxed and better able to connect with
his wife and children.
Establishing simple rituals like these
can lead to striking results across orga-
nizations. At Wachovia Bank, we took
a group of employees through a pilot
energy management program and then
measured their performance against
that of a control group. The partici-
pants outperformed the controls on a
series of fi nancial metrics, such as the
value of loans they generated. They also
reported substantial improvements in
their customer relationships, their en-
gagement with work, and their personal
satisfaction. In this article, I’ll describe
the Wachovia study in a little more de-
tail. Then I’ll explain what executives
and managers can do to increase and
regularly renew work capacity – the
approach used by the Energy Project,
which builds on, deepens, and extends
several core concepts developed by my
former partner Jim Loehr in his semi-
nal work with athletes.
Linking Capacity and Performance at Wachovia Most large organizations invest in devel-
oping employees’ skills, knowledge, and
competence. Very few help build and
sustain their capacity – their energy –
which is typically taken for granted.
In fact, greater capacity makes it pos-
sible to get more done in less time at a
higher level of engagement and with
more sustainability. Our experience at
Wachovia bore this out.
In early 2006 we took 106 employ-
ees at 12 regional banks in southern
New Jersey through a curriculum of
four modules, each of which focused
on specifi c strategies for strengthen-
ing one of the four main dimensions of
energy. We delivered it at one-month
intervals to groups of approximately 20
to 25, ranging from senior leaders to
lower-level managers. We also assigned
each attendee a fellow employee as a
source of support between sessions. Us-
ing Wachovia’s own key performance
metrics, we evaluated how the partici-
pant group performed compared with
a group of employees at similar levels
at a nearby set of Wachovia banks who
did not go through the training.
To create a credible basis for
comparison, we looked at year-
over-year percentage changes
in performance across several
metrics.
On a measure called the
“Big 3” – revenues from three
kinds of loans – the participants
showed a year-over-year increase that
was 13 percentage points greater than
the control group’s in the fi rst three
months of our study. On revenues from
deposits, the participants exceeded the
control group’s year-over-year gain by
20 percentage points during that same
period. The precise gains varied month
by month, but with only a handful of
exceptions, the participants continued
to signifi cantly outperform the control
group for a full year after completing
the program. Although other variables
undoubtedly infl uenced these outcomes,
the participants’ superior performance
was notable in its consistency. (See the
exhibit “How Energy Renewal Programs
Boosted Productivity at Wachovia.”)
We also asked participants how
the program infl uenced them person-
ally. Sixty-eight percent reported that
it had a positive impact on their rela-
tionships with clients and customers.
Seventy-one percent said that it had a
noticeable or substantial positive im-
Tony Schwartz ([email protected]) is the president and founder of the Energy
Project in New York City, and a coauthor of The Power of Full Engagement: Managing
Energy, Not Time, Is the Key to High Performance and Personal Renewal (Free Press, 2003).
The core problem with working longer hours is that time is a fi nite resource. Energy is a different story.
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