SMART goals

Mon 31 July 2023
Effective prioritization is essential for achieving success and developing a competitive edge in organizations. The implementation of an efficient prioritization management process is critical to optimize productivity, streamline operations and best utilize available resources. 

Why do other teams work the same amount of time, but yield greater results? How can my team use resources effectively and meet deadlines consistently? 

Developing an effective process to prioritize tasks involves more than arranging tasks in order of importance. A well-designed approach considers various factors such as complexity, resource availability, impact on the organization, and relation to other tasks. Crafting a system that is tailored to the specific goals of the organization can allow leaders to direct their teams toward success. 

Here are some key components to consider when creating an effective prioritization model. 

  1. Reflect on the Team's Objectives: Understanding the goals of the team and the company as a whole will keep in mind the bigger picture. From here, you can align your priorities in the direction of the organization to ensure all business values are adhered to. 

2. List Tasks: Create a comprehensive list of tasks that need to be completed to visualize everything. All tasks can be placed in different categories based on their importance and urgency. Tasks that are incredibly time-sensitive and important can be included in one group and create similar groups for tasks that lessen in time sensitivity and importance. 

3. Determine Task Dependencies: Identify tasks that must be completed before starting other tasks. Ensure that tasks with dependencies are prioritized before their dependent tasks. 

4. Consider Resources and Constraints: The availability of resources is extremely important when prioritizing tasks. Consider time, budget, and manpower requirements when considering each task. Assess whether each task can realistically be completed given the available resources. 

5. Avoid Overloading: Assigning too many tasks to team members can lead to burnout and overall decreased productivity. When delegating tasks it is important to be realistic about the number of tasks assigned to individuals and teams. 

6. Establish Deadlines: Specify realistic deadlines for tasks based on their predetermined levels of urgency and importance. Ensure that these deadlines take into account the dependencies identified in the previous step as well. All deadlines should be communicated to team members, relevant managers, and any other pertinent stakeholders. 

7. Gather Team Member Insights: After establishing deadlines get input from team members on the prioritization of tasks. Team members might have key insights into the complexity of each task. This step is valuable in ensuring that individuals and teams can handle tasks as additional insights can ensure that time constraints are appropriate. 

8. Utilize Management Software: Incorporate software to help organize tasks effectively. Tools can be helpful when keeping track of upcoming deadlines, task progress, and even individual team members' performance. 

9. Evaluate and Adjust Regularly: Goals, resources, or other factors may shift over time and affect how tasks are prioritized. Evaluate task priorities regularly to ensure that tasks continue to be aligned with the evolving goals of the organization. 

10. Communicate Clearly: Articulate all tasks effectively to team members and ensure that they understand the importance of the priorities. Communicating clearly mitigates misunderstandings and focuses on goals. 

Recognize that in dynamic work environments, priorities should mirror the ever-changing landscape. While priorities are essential, being flexible is important when handling unforeseen changes or emergencies. Prioritizing may be perceived as a rigid structure for organizing tasks, however, adaptation is an important aspect that must be implemented in real-world applications. 

Remember, effective task prioritization is aligned with the organization's overall goals. Continuing to adjust and optimize the prioritization system can enhance productivity and achieve optimal results in the workplace. 

When discussing prioritization, delegation is another important skill to implement. Delegation can develop employees' skills, allow managers to focus on higher-level responsibilities, and ultimately increase team productivity. Here are some important guidelines for productive delegation. 

  • Identify Tasks to Delegate: Determine which tasks require critical decision-making and which can be delegated without compromising quality. Delegate tasks that provide learning opportunities for team members while allowing you time for more strategic work.

  • Play to Team Members Strengths: To effectively delegate, it is crucial to recognize the strengths of team members. Understanding each individual's skills and expertise will guide you in delegating appropriate tasks that best align with their abilities. Delegation can also serve as an opportunity to develop skills for team members. Creating these growth opportunities can strengthen the team as a whole. 

  • Set Clear Expectations: Clearly communicate desired outcomes and expectations for each delegated task. Communicate specific deadlines, quality standards, and any task constraints. 

  • Provide Resources: Ensure team members have the necessary support and tools to complete the delegated tasks effectively. Identify steps they can implore if they are struggling throughout the process. 

  • Establish Check-ins: Set up regular progress checkpoints, offer guidance, and provide feedback. These meetings can be used to address any issues that arise and ensure sufficient progress is being made. 

  • Encourage Questions: Foster an open environment where team members feel comfortable asking questions and seeking clarification. This can be achieved through avoiding micromanagement and asking for their feedback as well. These initiatives can build trust and open dialogue for them to share their perspective. 

  • Recognize Efforts: Acknowledge the hard work of all team members and celebrate accomplishments. Positive reinforcement builds motivation, confidence, and commitment to the tasks. 

  • Reflect on Experiences: Regularly take time to reflect on your delegation and assess what can be improved upon in future delegation efforts. Be open to delegation feedback from team members too. Gathering feedback can generate new ideas for implementing more effective delegation practices. 

  • Defend Team Decisions: At times, team members may make decisions within their delegated tasks that create tension with executives. When responsibilities are delegated, managers must support their team. Delegation can be used as a tool for the development of skills and provide growth opportunities. Team members must feel comfortable their manager will support them to other executives as this will build team strength. 

Implementing strong delegation techniques along with task prioritization will create systems that allow effective time utilization. A system that incorporates both strategies can provide growth opportunities for your team, utilize resources effectively, and successfully manage deadlines. 


Fri 25 August 2023
Instant gratification is the temptation, and resulting tendency, to miss a future benefit in order to obtain an immediate but less rewarding benefit. With new technology released daily, we have become accustomed to everything being readily accessible and convenient. From ordering food with a few taps on our phones to binge-watching entire TV series in one sitting, our modern lifestyle caters to this desire for immediate satisfaction. However, there are instances where this mindset may harm us more than benefit us, especially in the workplace.

In a professional setting, the desire for instant gratification can compromise the quality of work and slow down long-term career growth. Employees who focus solely on completing tasks quickly to meet immediate deadlines might overlook opportunities for growth and meaningful contributions. This could result in a lack of attention to detail, decreased problem-solving skills, and, ultimately, a negative impact on overall job performance.

Moreover, the expectation for instant results might decrease skill-building skills and professional development that requires time and dedication. Advancing in one's career often demands patience and the willingness to invest in learning new skills. Neglecting these opportunities due to a preference for instant gratification could limit career advancement and personal growth.

Additionally, fostering strong relationships in the workplace, whether with colleagues, superiors, or clients, requires time and effort. Instant gratification-oriented behaviors, such as prioritizing quick wins over fostering connections, can lead to missed chances to collaborate, network, and build a solid professional reputation. Long-term success often requires the ability to establish a healthy work environment and maintain a credible presence within the professional community.

While the allure of immediate results is strong, it's essential to recognize that sustained success and fulfillment in the workplace often require a balanced approach. Utilizing the right strategies and striking a harmony between short-term achievements and long-term goals can lead to more meaningful contributions and a more rewarding professional journey.

  1. Become Aware of Your Impulses
In a world dominated by rapid technological advancements and instant access to information, developing self-awareness regarding our impulses is an important strategy. Acknowledging the allure of instant gratification and understanding its potential consequences empowers individuals to make more deliberate choices in the workplace. This heightened awareness enables professionals to pause, reflect, and evaluate the long-term impact of their decisions. By recognizing when the desire for immediate results is guiding their actions, employees can redirect their focus towards goals that have a longer timeline. This approach utilizes better decision-making, allowing individuals to balance short-term gains with the enduring benefits of patient, thoughtful, and strategic efforts.

2. Creating SMART Goals For Yourself: 
Establishing SMART (Specific, Measurable, Achievable, Relevant, Time-bound) goals is a strategic approach to counteracting the allure of instant gratification in the workplace. By crafting well-defined goals, individuals can shift their focus from short-term wins to meaningful long-term accomplishments. SMART goals provide a structured roadmap that encourages planning, consistent effort, and progress tracking. As a result, employees can channel their energy into pursuits that align with overarching aspirations, ensuring that their actions contribute to sustained success and personal growth.

3. Building a Support Network: 
Recognizing the potential drawbacks of instant gratification, professionals are increasingly valuing the importance of building a strong support network in the workplace. Meaningful relationships with colleagues, mentors, and peers can offer valuable guidance and perspective. Engaging with a diverse group of individuals fosters an environment of collaboration and shared learning, where the exchange of insights can lead to innovative solutions and continuous improvement. These relationships not only provide emotional support but also contribute to a more holistic approach to career development, emphasizing enduring connections over fleeting achievements.

4. Seek Mentorship: 
Seeking mentorship can be a powerful strategy for personal and professional growth. Mentors provide guidance grounded in experience, helping mentees navigate challenges with a broader perspective in mind. Unlike quick fixes, mentorship encourages deliberate skill-building, patience, and long-term planning. The horizontal mentor relationship promotes the understanding that sustainable success requires consistent effort, continuous learning, and a willingness to embrace challenges as opportunities for growth. By fostering relationships with mentors, individuals can benefit from their wisdom and insights, contributing to a more well-rounded and prosperous career journey.

5. Stick to Your Goals:
 Amid the tempting culture of instant gratification, maintaining dedication to long-term goals is an extremely important practice in the workplace. Resisting the allure of quick wins, individuals who commit to their objectives display resilience, discipline, and a commitment to personal and professional growth. While it's easy to fall for the appeal of immediate rewards, the satisfaction derived from achieving substantial, sustained milestones is far more fulfilling. By staying focused  in the pursuit of overarching goals, employees develop a sense of accomplishment from their commitment and perseverance. This mindset shift reinforces the idea that true success often requires consistent effort and the ability to delay gratification for a more substantial and enduring sense of achievement.

In conclusion, the desire for instant gratification in our society is an issue that we must work to overcome.  Our modern world, filled with rapid technological advancements and the availability of immediate rewards, has shaped our preferences for convenience and immediate outcomes. However, it's extremely important to evaluate consequences of this mindset, especially within the context of our workplaces. The desire for immediate rewards can compromise the quality of our work, slow-down long-term career growth, and impede the development of meaningful relationships. To counterbalance these potential downsides, a range of strategies can be utilized. These include crafting SMART goals that align with our aspirations, fostering a supportive network that facilitates holistic growth, seeking mentorship to develop deliberate skill development, and, crucially, maintaining our commitment to our goals. By embracing self-awareness, practicing patience, and replacing the desire of immediate results with the rewards of sustained achievement, we are better equipped to navigate the professional landscape.


Fri 25 August 2023
"I'm struggling to find motivation to go to work, I don’t know what to do. Any advice?" Maria recently faced a significant setback at her workplace. Maria was overlooked for the top position within her organization despite being highly qualified and receiving encouragement to apply. 

Maria had put in considerable effort to secure the role, so when the decision favored another candidate, it became a public letdown that not only affected her personally but also led them to question the priorities of her leadership. While she contemplated resigning, her dedication to her team and the ongoing projects held her back; she was determined to see it through. 

Moreover, Maria had financial incentives, including a bonus and stock vesting, that made staying for another 9 months advantageous. With the job market appearing uncertain, she felt hesitant to make a hasty job change. Therefore, she opted to remain until the end of the year. However, she’s currently grappling with the challenge of moving beyond her disappointment and discovering the enthusiasm to face each workday.

Maria is not alone. Experiencing a promotion setback can be a challenging and disheartening experience, especially when someone new is chosen over for a position you felt you deserved. However, this setback doesn't have to define one’s career journey. 

  1. Acknowledge and Process Emotions
It's natural to feel a mix of emotions, including disappointment, frustration, and even self-doubt. Acknowledge these feelings without judgment. Create a space to process these emotions, whether through journaling, talking to a trusted friend, or seeking professional guidance. Remember that all emotions are valid and a natural part of the process.

2. Take a Step Back
Resist the urge to make impulsive decisions. Take a step back to gain perspective. Consider the bigger picture of one’s career trajectory and the organization's goals. Find out if this setback truly outweighs the positive aspects of one’s current position. By allowing more time to process, there’s capability of making a rational decision.

3. Find the Reason Behind Not Getting a Promotion
Actively explore what went wrong, evaluate the situation appropriately, and consider what could’ve been done differently if given the chance. They also gather feedback from a wide variety of people (including superiors, peers, and subordinates), making it clear that they want honest feedback, not consolation.

Approach your superiors or colleagues for constructive feedback on your performance and candidacy for the promotion. Honest feedback can help to understand areas for improvement and self-development. Use this feedback to create an action plan to enhance your skills and competencies.

4. Weigh the Options: Stay or Move On
After gaining clarity, weigh the pros and cons of staying with the organization versus seeking opportunities elsewhere. Consider the culture, work-life balance, growth potential, and alignment with long-term goals. Remember, setbacks are temporary roadblocks that can lead to new paths for success.

5. Utilize Data and Metrics
Quantify achievements by using performance metrics and key performance indicators (KPIs). Tools like AIM Insights can help to benchmark performance against industry standards and the organization's expectations. Use this data to illustrate one’s individual contributions and potential impact on the organization.

Consider how your performance compares not only within your organization but also across industries. AIM Insights highlights instances where you've demonstrated leadership, innovation, and adaptability. Showcasing achievements will position you as a top candidate for future promotions.

6. Transform Setback into Motivation
Use the disappointment as a catalyst for personal and professional growth. Set new goals for skill development, leadership qualities, and innovation. Focus on self-improvement and demonstrate prolonged commitment to continuous learning and growth.

7. Network and Mentorship
Build a network within and outside of the company. Engage in conversations with mentors and peers who can provide guidance and insights. Networking can open doors to new opportunities and perspectives, aiding professional development.

8. Set Clear Career Goals
Refine career goals based on personal experiences and the insights gained from this setback. Create a roadmap for where you want to be in the short and long term. AIM Insights is an example of a platform that can easily align goals with the organization's objectives, ensuring a mutually beneficial partnership.

Setbacks are a natural part of one's journey, and each of these steps can assist an individual in accessing wellsprings of value and motivation. These resources can aid in navigating through moments of disappointment and empower the individual to seize control, optimizing their circumstances and progressing according to their preferences. Additionally, maintaining a positive attitude has the potential to distinguish the individual and position them as a valuable asset to a respective organization.

Remember that setbacks are temporary, and with the right mindset, you can navigate the challenges and emerge even stronger in your professional journey.


Sat 9 September 2023
In the pursuit of personal and professional development, executives and managers often set SMART goals: Specific, Measurable, Achievable, Relevant, and Time-bound objectives that serve as a roadmap to success. While the SMART framework is undeniably effective, there is one critical element that can make or break one's journey towards achieving these goals: the immediacy of feedback.

Immediate Feedback: The Catalyst for Growth

Immediate feedback serves as a powerful catalyst for growth. When individuals receive prompt and relevant feedback on their actions and progress, they gain valuable insights into what is working and what needs improvement. This real-time information enables them to make necessary adjustments, increasing their chances of staying on track and achieving their SMART goals.

Imagine an individual with a SMART goal to increase search engine optimization within a sector of their organization. If they receive immediate feedback on their daily user interaction data and routine, they can make immediate adjustments based on their performance. This ensures that their efforts are aligned with their goal, preventing deviations that could hinder their progress.

Enhancing Motivation through Timely Feedback

Motivation plays a pivotal role in goal achievement. Immediate feedback can serve as a powerful motivator by acknowledging progress and highlighting areas where improvement is needed. When individuals see that their efforts are making a difference, they are more likely to stay committed to their goals.

For example, in a professional context, an employee striving to meet quarterly sales targets benefits immensely from immediate feedback on their performance. Knowing they are on track can boost their motivation to maintain or even surpass their efforts.

Fine-Tuning Strategies for Optimal Results

SMART goals often require careful planning and strategic execution. Immediate feedback allows individuals to fine-tune their strategies in real-time. By understanding what works and what doesn't, they can adjust their approach to optimize their chances of success.

Imagine a new sales team member. If they set goals that aren’t SMART and aligned with their team’s overall sales quota, they will be a big reason for why the team doesn’t achieve this outcome. If they receive immediate feedback on their sales goals, they can identify the specific areas where they need to focus their efforts. This enables them to adapt their outreach efforts and time management skills accordingly, increasing their chances of achieving their sales goals.

Feedback as the Engine of SMART Goal Achievement

For a SMART goal to be truly "smart," it should serve as a driver for ongoing learning and improvement. Feedback is the engine that propels this process forward. In the absence of immediate feedback, goals may lose their capacity to inspire personal growth and development.

Consider a professional aiming to increase their productivity, a classic SMART goal. If they don't receive regular feedback on their performance and efficiency, they may struggle to identify areas for improvement. Immediate feedback empowers them to make real-time adjustments, thus enhancing their productivity and ensuring that the SMART goal remains both achievable and time-bound.

Another perspective to consider is that feedback is instrumental in crafting SMART goals in the first place. When individuals have access to timely information about their progress and performance, they can set more specific and realistic objectives.

For instance, someone aspiring to run a company may initially lack the precise knowledge of their current leadership level. Immediate feedback through regular responsibilities helps them set a measurable goal for their growth at their organization. Feedback transforms a vague desire into a SMART goal by providing the necessary data and insights.

Real-Time Guidance and Clarity

Ambition In Motion's AIM Insights program offers teams a significant advantage by leveraging AI-generated goal setting and immediate feedback. With AIM Insights, teams experience an accelerated and more efficient goal-setting process. Traditional methods often rely on managers to set goals for their direct reports, potentially stifling employee autonomy and creativity. However, AIM Insights encourages employees to formulate their own objectives, harnessing research-backed benefits that self-set goals are more likely to be achieved.

One of the program's standout features is the integration of artificial intelligence to provide instantaneous feedback during the goal-setting process. AI evaluates whether the established goals align with the SMART criteria. This immediacy in feedback empowers employees to fine-tune their goals promptly, resulting in a higher rate of SMART goal achievement.

Immediate feedback ensures goals are not just "SMART" on paper but also in practice. It transforms them from static aspirations into dynamic pursuits of continuous learning and improvement. Without feedback, SMART goals can become stagnant, limiting personal and professional growth.

Feedback breathes life into SMART goals by enabling individuals to adapt, improve, and set new, more ambitious targets. If we don't have immediate feedback, we may question whether a goal is truly "smart."


Sat 9 September 2023
Most companies struggle with middle management because they are quick to promote but slow to train. Serving as the intermediary between executives and their direct reports, middle management bears the weight of demands from both sides. In this unique position, many managers struggle with role alignment, work-life balance, and effectively connecting with their teams. Upper-level leadership goals are communicated to managers with little direction on how to attain that particular result. Managers seem to be given an end destination without a map of how to get there, leaving most feeling misplaced. Learning how to face this unique set of challenges is a daunting task yet, critical for both personal and organizational growth.  

How can someone new to middle management learn how to efficiently please both executives and their direct reports? How can executives provide managers with a better roadmap to reach their desired destination?

Once promoted, every individual is faced with a particular set of challenges. Commonly, these challenges include communication changes, leadership difficulties, role ambiguity, and trouble managing a practical work-life balance. Receiving feedback from both upper management and direct reports can help new managers get acquainted with their roles. However, receiving this feedback on an annual or semi-annual basis is not frequent enough to show growth. To help managers become better acquainted in their role, consider utilizing AIM insights. AIM Insights is a tool that works to provide accessible, quantitative feedback metrics to managers and provide better organization-wide alignment resulting in an improvement of overall productivity. 

Managers commonly face problems with a lack of control and alignment. Executives create organizational goals and managers are left to carry them out with insufficient guidance on the direction of the company goal. Managers are left to execute the goals set by executive management even if they find them impractical, unattainable, or struggle to understand the purpose. AIM insights displays a variety of tools to help leadership within an organization communicate and achieve or even exceed goals with improved transparency and alignment that improves satisfaction and productivity while reducing turnover.

Beginning with communication, AIM insights works to help middle managers streamline communication with direct reports and improve communication with executives to better understand organization goals. Creating personalized communication plans that lead to a better connection between managers and their direct reports. AIM insights works with managers and executives to promote constructive feedback and drive continuous improvement, allowing teams to reach their full potential. 

Additionally, AIM insights works to create plans that improve transparency and accountability with managers and direct reports. This software will enable managers to be more transparent about big picture and long-term goals with direct reports that will in turn be more accountable and more loyal to their organization. Being able to employ year-round performance metrics will enable managers to address problems as they arise and quickly analyze their team to work in a more efficient and productive manner. The accessibility of this important quantitative information allows managers and even executives to be more adaptable and agile in strategy, smoothly addressing issues and pivoting to avoid problems along the way. 

Data-driven goal setting allows employees to set SMART goals that are certainly attainable and timely, with the help of their managers. These goals allow managers to better identify problems and leaders within their team, frequently eliminating bias that may occur in evaluations. Being able to align each employee's goals with the organization will quickly exhibit strengths and differentiate firms from their competitors. Having clearer purpose and transparency improves productivity, leading to higher goal achievement and increased employee satisfaction, leading to higher retention rates organization-wide.  

Another important point of AIM insights is the development of feedback. Generally, once promoted, managers may go a few months without receiving direct feedback on their job performance. AIM insights enables managers to view goals and feedback constantly, having access to goals and utilizing specific metrics that clearly demonstrate different aspects of the organization and directly align performance areas with leaders’ goals. Being able to use these concrete metrics provides clarity and encourages managers to hold themselves and their direct reports accountable for reaching their own goals. 

Job satisfaction and job performance are directly linked. So to improve job satisfaction, managers should feel fully equipped with the tools to have high performance. This will reduce turnover and boost the efficient use of company resources. In addition to these benefits that would specifically aid managers, improved job performance and job satisfaction is crucial for direct reports as well. Having managers who are strong leaders, know how to communicate well, and genuinely enjoy their jobs will lead to the same traits in their direct reports. Having AIM Insights to provide clarity on these individuals will allow for streamlined objectives and goal-setting, making it easier for both managers and their direct reports to enjoy their workdays and be as productive as possible while maintaining their team. 

AIM Insights is just one aspect from a catalog of different tools to improve the experience of middle management. In addition to AIM insights, consider implementing mentorship programs that help managers better understand what personal steps they may take to better their careers and goals. Furthermore, managers should focus on not only being mentees but also becoming a mentor for their direct reports. Mentorship within an organization should focus on giving back so each person can have a mentor and a mentee to learn from and give advice to. This will help develop camaraderie within the organization and focus on open communication that will benefit all employees. 

To help mitigate burnout and exhaustion in managers, consider the use of software like AIM Insights to create transparent and instant tools to aid in the achievement of organization-wide goals. AIM Insights works to provide long-term solutions to organization-wide problems, once beginning your use of AIM Insights, managers are trained and on-boarded with continual resources and tools on employing this interactive feedback tool. It is impossible to grow without feedback and, challenging to show growth from feedback with infrequent reviews or evaluations. Focus on effective feedback that helps professionals at every level grow into stronger leaders, teammates, and employees. 


Fri 29 September 2023
Private Equity is a high-stakes arena known for its rapid decision-making processes and unforgiving nature, where fortunes can be won or lost in the blink of an eye. In such an environment, resilient leadership is not just a valuable trait; it's a critical factor in navigating crises, market downturns, and unexpected economic shocks that can disrupt the markets. This article delves into strategies for effective leadership in the fast-paced and high-stakes realm of Private Equity, addressing various facets, including emotional resilience, strategic thinking, adaptability, and risk management skills.


  1. Keep the Bigger Picture in Mind: 
In a private equity environment characterized by rapid decisions, the urge to make impulsive choices can be overwhelming. However, taking a step back to gain perspective is important. Consider your long-term career goals and the organization's objectives. Resilient leaders in Private Equity understand the importance of putting their organization's mission at the forefront of decision-making. In times of crisis, the mission provides a North Star, guiding actions and strategies. 

2. Stay Educated on the Private Equity Industry:
Private Equity is influenced by many factors, including economic conditions, regulatory changes, and market trends. Stay informed about these external factors and adapt your strategies accordingly. Being proactive and agile in response to changing circumstances can set you apart as a leader.

3. Utilize Tools and Resources: 
Private Equity thrives on data-driven decision-making. One key aspect of utilizing data is understanding how to benchmark performance effectively. Benchmarking highlights areas for improvement and showcases successes, enabling leaders to compare their achievements against industry standards and organizational expectations.

4. Find the Cause of Your Setback: 
Private equity professionals often have high expectations for themselves and are driven by a desire to succeed. When setbacks occur, it's essential to explore what went wrong. Seek feedback from colleagues and peers. Encourage honest feedback, as it can reveal areas for improvement and personal development. Use this feedback to create a concrete action plan for enhancing your skills and competencies. Consider participating in a horizontal mentorship program, where all participants communicate and learn from each other, regardless of age or experience. A horizontal mentorship program encourages asking questions and sharing past mistakes, creating a two-way communication process that stimulates mutual growth within your team.

5. Use Disappointment as Motivation:
Use setbacks as fuel for personal and professional growth. Set new goals for skill development, leadership qualities, and innovation. Focus on continuous self-improvement and show a long-term commitment to learning and growth. In the private equity world, adaptability and resilience are highly valued traits.

6. Acknowledge Your Emotions: 
Just as in any career, it's essential to acknowledge and process emotions. The private equity world can be incredibly unforgiving, and setbacks are not uncommon. Emotions such as disappointment and self-doubt are natural reactions. Embrace these feelings without judgment. Creating a safe space for emotional processing through confiding in colleagues and mentors, or even seeking professional guidance can help maintain emotional well-being. 

7. Grow your Network:
Building a network within and outside your organization is important in the private equity sector. Engage in conversations with colleagues who can provide guidance and insights. Networking can open doors to new opportunities and diverse perspectives, facilitating professional development. 

8. Set Goals for the future:
Refine your career goals based on your experiences and insights gained from setbacks. Create a plan for your short-term and long-term aspirations. Platforms like AIM Insights can help align your goals with your organization's objectives, fostering a mutually beneficial partnership. Consider getting personalized Executive Coaching from experienced coaches. An executive coach provides an environment for leaders to test their ideas, evaluate their concerns, and receive feedback before going live.

9. Develop Risk Management Skills:
Risk is inherent in the private equity world. Being able to assess and manage risks effectively is a valuable skill. Consider seeking additional training or certifications in risk management.

10. Focus on Long-Term Goals:
In today's fast-paced and high-risk culture, instant gratification is the norm. Adopting a long-term perspective can be a powerful competitive advantage. Resilient leaders in Private Equity have a distinctive ability to embrace the long view. While crises often demand immediate action, resilient leaders understand that focusing on long-term goals rather than short-term setbacks is essential for sustained success. 

In addition to the strategies highlighted in this article, leaders in the Private Equity sector must remain vigilant in adapting to the industry's evolving landscape. The global economic conditions, regulatory changes, and market trends are dynamic forces that continuously shape the environment in which Private Equity operates. Staying informed about these external factors and proactively adjusting strategies in response to changing circumstances is extremely important. Adaptability, combined with the leadership qualities discussed earlier, will position individuals to excel in the competitive and fast-paced realm of Private Equity.

Thriving in the cutthroat world of private Equity is no easy task, but success is possible with the right mindset and a commitment to continuous growth and adaptation. This demanding sector requires leaders to possess emotional resilience, strategic acumen, adaptability, and risk management skills. By applying the strategies outlined in this article, you can survive and thrive in the fast-paced and high-stakes world of Private Equity. Embrace challenges as opportunities for growth and development, and you will undoubtedly lead successfully in this dynamic industry.


Thu 18 January 2024
Goal setting is a critical element to any successful team. If businesses fail to create an environment for team members and leaders to set goals, then they are firefighting.

Firefighting is the concept of having employees tactically react to emergencies that come up in the business as opposed to strategically creating long-term solutions for those challenges. Firefighting is exhausting, mentally draining, and leads to burnout for employees. Firefighting is also highly inefficient. 

As opposed to strategically coming up with a process to handle common issues as they arise, firefighting is asking individual employees to create unique processes for handling the same issues. This means that the company is not leveraging the knowledge and experience from multiple employees that have already solved that issue. Instead, they are leaving an effective, easy solution on the backburner as challenges arise since nobody can find the time needed to implement it. 

In most work environments firefighting is inevitable, but it shouldn’t be your team’s primary focus. Employees should be either following a proven process to solve that challenge, or they should be experimenting and tweaking potential solutions to create a proven process.

One of the best ways to combat a culture of firefighting is with goal-setting. Goal-setting is the practice of reflecting on the challenges one has faced over a certain period of time, ideating on what process or solution can be implemented so then that challenge is less painful or frustrating to handle in the future and then work on testing the best way to go about achieving that desired result. 

Most business owners and executives may read this and think to themselves “Let’s start having our employees set goals” or “We have an HR system that allows us to set goals and we encourage our employees to set them”. 

These comments miss an important fact: most employees suck at setting goals. And to be fair, that’s not their fault! Good goal setting takes practice, and many people let that skill atrophy if they ever learned it at all. 

They have never been taught proper goal-setting techniques like setting goals that are specific, measurable, relevant, attainable, and time-bound. And even if they have learned about SMART goals, they probably haven’t practiced this skill enough to turn it into a habit. 

And even if a couple people on the team are good at setting goals, you still need company support to ensure that goal setting stays as a high priority. If nobody at the company is holding those that struggle at setting goals accountable for setting good goals, those that are good at setting goals have little incentive to continue setting goals because those that struggle to set goals are not being held accountable.

This is even more critical at the managerial level.

If managers aren’t setting goals or are setting poor goals, this lack of skill in this area permeates to their entire team. This ripple effect causes the employees of a manager that doesn’t set goals or sets poor goals to have a culture of firefighting – because if businesses aren’t strategically thinking about how to build processes to handle the challenges that comes up, then they will be reactive to whatever challenges they encounter.

The other challenge in goal-setting for managers is isolation.

Even if a manager knows how to set goals effectively and consistently sets them, they still need to understand their company’s objectives to set great goals. If they are isolated, they will set goals based on unclear or out-of-date objectives that were determined internally from the past. 

To clarify the difference between objectives and the typical goals set by direct reports. Objectives are top-down, publicly shared and ambitious goals that are strived for over a long period of time. They are set by company leaders to shape the company’s next months or years. Once a company has set an objective, teams will set goals that help achieve that objective. These goals are the steps in the process that determine a company’s ability to achieve the objective. 

It’s important to note that objectives are typically broad and non-specific (e.g., optimize operational efficiency and scalability). So, for an objective like optimize operational efficiency and scalability, team members might measure its success with goals like reduce software deployment time by 30%, or enhance server infrastructure to accommodate a 20% growth in user base without performance degradation. At the end of a successful push, team members and leaders will know whether the objective was met because the achieved goals all contributed to optimizing operational efficiency and scalability. 

An easy way to understand this concept is by following the format recommended by this article; a company will achieve an objective  as measured by several key results. Check out a few examples below to see what this looks like. Also note that an objective is typically supported by 3-5 goals.  

Objective: Drive Business Growth through Market Expansion.
1) Enter at least two new target markets, increasing the customer base by 20% in those regions.
2) Achieve a 15% increase in annual recurring revenue (ARR) through upselling and cross-selling to existing customers.

Objective: Drive Business Growth through Market Expansion.
1) Enter at least two new target markets, increasing the customer base by 20% in those regions.
2) Achieve a 15% increase in annual recurring revenue (ARR) through upselling and cross-selling to existing customers.

Because the world (and thus the company) is constantly changing and evolving, if managers don’t have any concept as to what innovations are coming within their departments, they run the risk of their goals getting stale and outdated.

Companies can combat this by having their manager join executive mastermind groups where they are exposed to leaders outside of their company and can learn from their experiences.

Or

Companies can leverage AI to help their managers not only set effective goals, but set goals based on the goals set by other managers of similar teams in similar industries are setting. Through artificial intelligence, managers can glean suggested objectives and goals based on what other leaders of similar teams in similar industries are doing. 

How?

AIM Insights has an AI integration that can identify the industry, title, and department of a manager and provide suggested objectives and goals to that manager based on what other leaders in similar roles are doing. AIM Insights also helps managers from across the company see what goals other team members and managers are setting so they can get a better understanding as to what other departments and managers are focused on.

Why is this important? 

If companies have managers struggling to identify what is the most important thing that they should be focused on (this typically occurs after prolonged periods of firefighting), having suggestions based on AI can help managers quickly realign and get ideas. When used in conjunction with an executive coach and knowing the goals of other managers in other departments at the company (that are also using an executive coach), managers can combine cutting-edge technology with an experienced professional to get the best of both worlds.

When managers and teams have extended periods of firefighting, doing any work that is strategic can be really hard to pick back up. Employees can become so jaded by strategic work like goal-setting that they sometimes end up weighing the cost of time spent goal-setting as a sacrifice to their ability to put out a certain number of fires. This zero-sum thinking is devastating for a company’s long-term health.

“I can’t believe I just spent 15 minutes goal setting! I could have spent that time checking 5 emails or handling a customer issue.”

If employees develop this mindset around goal-setting, it creates a toxic environment and a culture that is too incentivized to put out fires without considering ways to preemptively stop the fires from ever starting. 

There is a story about the early days of Amazon. Jeff Bezos was on the floor with some of his employees packing boxes and shipping them out. Bezos said to his employees “we should get knee pads.” Another employee chimed in “No, we should get packing tables.”

When employees and managers don’t take the time to regularly set goals, they are blinded by what they can do to put out their immediate pain (knee pads help alleviate pain from an uncomfortable position) instead of focusing on an innovative solution that can eradicate the challenge altogether with a side-benefit of increased productivity (getting packing tables).

AI suggestions for goal setting and objective setting can be a great way to quickly get employees thinking about what they can focus on to handle their issues. 

Keep in mind, these are suggestions, not mandates. AI can be a great starting point for assisting in goal setting, but it is the human receiving the AI suggestions that needs to approve those goals and subsequently act on achieving them.



Fri 9 February 2024
In 1998 Daimler Motor Company Group (now Mercedes-Benz) attempted a merger with Chrysler Corporation. On paper, Daimler-Chrysler was a perfect combination. Daimler and Chrysler brought price points for different target audiences and their respective leaders had high hopes for a successful merger of the companies. Internally, Daimler had a vertical structure with enforced hierarchical roles while Chrysler used a horizontal structure with less formalities. The two entities split shortly after because they could not find a mutually beneficial culture or compromise the two hierarchical structure approaches. 

Finding the perfect team culture is challenging as is. Combining with another entity only creates additional battles for managers to face. Finding ways to maintain team or group culture through organizational changes puts a further burden on executive leadership and team managers within companies. 

In learning to deal with this new, unique workplace challenge, here are ten tips for managers in leading their teams through organizational changes:

  1. Understand the Stages of Team Development
Using the four normative stages of team development, leaders should allow teams to autonomously develop and grow into a culture that fosters specific team values. Allowing teams the time to go through the stages of forming, morning, storming, and performing to find the best-fit roles can be a daunting challenge for hands-on leaders going through organizational changes. However, by enabling new teams to flow through these changes, they will develop a productive team environment that allows a team to be efficient and effective.

2. Practice Effective Communication
Effectively communicating in times of change enables leaders to collect feedback and grow from two-way communication with their direct reports. Leaders practicing active listening will be able to voice employee concerns throughout the process of organizational change. On the flip side, leaders effectively communicating with their direct reports will provide clarity and reduce resistance to changes within a company. 

3. Use Inclusive Decision Making
In management decisions, allowing direct reports to voice concerns and opinions whenever possible will improve adaptability and allow for creative solutions that will satisfy all levels within an organizational hierarchy. Ensuring that team members feel heard and valued will foster a team culture that is beneficial to employees and executive management. Inclusive decision-making empowers company leadership to adapt from direct reports' experiences when undergoing an organizational change in addition to whole team efforts to creative problem solving that will be most beneficial to sustaining the organization's culture. 

4. Develop Employee Support Programs
If managers find that certain employees struggle with organizational changes, they should consider developing an employee support program. This may be as simple as having a point person for employees to direct questions to or creating a guide of all expected changes and how the firm will adapt. Unexpected changes create anxiety for team members that some may struggle to overcome. In dealing with anxiety in crucial conversations and organizational changes, managers need to practice caution and 

5. Prioritize Psychological Safety
In addition to developing employee support resources, a necessary concern for management should be the psychological safety of all professionals in the organization. Psychological safety can be a largely impactful aspect of an individual's ability to adjust to organizational changes and to maintain the most beneficial culture for the company. To maintain an environment of psychological safety, managers should focus on clear communication and allowing individuals a safe environment to grow and learn with the company. 

6. Foster Cohesion
In going through a merger, acquisition, or general organizational changes, establishing an environment that fosters cohesion and camaraderie can make a drastic difference. Facing changes as a united front will communicate support and community to all direct reports, especially those struggling with finding their place in organizational changes. A cohesive group also creates a safe environment for direct reports to voice concerns, opinions, or opportunities for growth. 

7. Set SMART Goals
A smart goal is specific, measurable, attainable, realistic, and timely. Managers setting team-wide SMART goals will provide realistic and effective areas for professionals to concentrate on when undergoing hectic changes that frequently disorient teams' progress. Setting SMART goals with continuous feedback is essential for the stable growth of an organization undergoing foundational changes. 

8. Celebrate Success
Celebrating successes through an organizational change brings a variety of benefits to the team working to maintain their group culture. Specifically, celebrating success at all levels will boost team morale and work to reinforce the best practices before and throughout big changes. The ability to reinforce best practices will highlight values, behaviors, and achievements that are best for the organization. In addition to moral support, acknowledgments of individuals' hard work and dedication throughout the process.

9. Collect & Utilize Continuous Feedback
The collection and use of continuous feedback is crucial to sustaining an organization's culture through large changes, mergers, or acquisitions. In collecting this feedback, consider using a platform such as AIM Insights that will aid in setting SMART goals, finding measures of feedback, and collecting the feedback year-round to provide opportunities for continuous growth across all hierarchical levels in an organization. 

10. Seek Guidance
If a manager feels that they need additional support for guiding a team through a foundational organizational change they should consider finding additional support and guidance. First, leaders should consider joining a horizontal mentorship group that will create an environment for executives and managers to speak to other professionals at their level for collective feedback and learning. Additionally, if managers feel that they need additional guidance in aiding their team, they should reach out to their company's human resources department. The HR professionals will likely have developed guides or tools that will help teams practice flexibility and adapt to continuous changes within a firm. 

Addressing organizational changes is a unique challenge with unique experiences for every team. Although a daunting challenge, managers have the tools necessary to sustain organizational culture throughout times of change. It is crucial to collect and use feedback from direct reports as the most impactful tool for determining a team's next steps, growth areas, and opportunities for learning or development. In supporting teams through organizational changes, leaders can boost employee engagement, hopefully improving job satisfaction and commitment. 


Thu 22 February 2024
The onus is on leaders to establish trust within a team and foster the best-fit culture. But, building a company culture with a foundation of trust requires commitment and constant communication from leadership. When expectations are met, trust is built. Although seemingly simple, many leaders may struggle with clear communication expectations and setting realistic goals for their direct reports, thus diminishing the trust being built and detrimenting the growth of their team. To set realistic goals, leaders must focus on honesty in expectations and, work to limit unrealistic optimism about the outcome of projects or goals. While setting high goals can be a great motivator, unrealistic expectations discourage direct reports from working towards high standards.

Finding the balance of achievable expectations is extraordinarily challenging for leaders. In working towards direct reports meeting expectations, here are 10 tips for leaders and executives to improve their team culture and build trust:

  1. Lead By Example
Managers and team leaders' indirect actions are key communicators to their direct reports. Managers' commitment to meeting expectations and holding up their end of responsibilities creates a culture that values accountability and builds trust based on past experiences. Leaders set the tone for the whole team, if leaders put trust in their direct reports, their team may autonomously flourish and grow. Leaders' practice of trust will create a ripple effect throughout the entire organization allowing for tremendous growth and innovation in teams. 

2. Set Goals
The best way to encourage direct reports to meet expectations is to set clear, SMART goals. SMART goals are Specific, Measurable, Achievable, Relevant, and Timely. When setting these goals, teams, and leaders must collaborate and follow each letter of the acronym for maximized motivation and ability to meet the expectations. In setting goals, consider the use of software such as AIM Insights that will provide continuous feedback for growth. The best tool for establishing these goals is a collaboration between executives and their direct reports to find a realistically attainable goal without jeopardizing the work-life balance of any team member. 

3. Encourage Open Communication
Open communication is essential for the development of trust. Leaders must be deliberate in effectively communicating with their teams promptly. With open communication, direct reports are better equipt to meet and exceed goals. Managers should consider sharing decision-making practices and promote open discussions that will encourage a community feeling. Trust in a team where individuals know that the managers value their contributions and work in the best interest of the team will see tremendous growth. 

4. Set Accountability Standards
Accountability is a key aspect of establishing trust within a work culture. Over time, direct reports meeting expectations build trust in company culture. Holding individuals accountable for mistakes and errors along the way, without scrutinizing them will work to build a company culture foundation of trust. Open discussion of errors or shortcomings will allow individuals to learn from their mistakes, build trust, and, allow executives to learn how to better their team. Trust cannot only be built on exceeding and meeting expectations but in honesty through shortcomings and errors along the way as well. 

5. Practice Consistency
An important factor in establishing trust is consistency and predictability. With executives in decision-making processes, leaders must practice a process of consistency to build trust with direct reports. Inconsistencies in leadership build a culture of uncertainty and fear within direct reports. With a lack of reliability, direct reports will not be meeting their fullest potential and may be negatively impacted by fear or uncertainty within their team. 

6. Emphasize Team Building
Team building, in and out of the office is imperative to build a culture with trust. Team building enables individuals to see their co-workers as friends, and builds a community with camaraderie and morale that will encourage collaboration and success. Getting to know peers allows individuals to build connections and trust with their teammates. These connections will not only improve trust but, will improve accountability and collaboration amongst direct reports. 

7. Establish Recognition Norms
Regularly recognizing individuals who have met or exceeded their goals builds a system of appreciation and will further encourage success within a team. With a regular practice of acknowledging individuals, management can express the value of hard work and determination. Sharing team members' success will greatly improve trust and morale within a team's culture. Additionally, recognition can serve as a great motivator for direct reports to meet their goals and expectations of managers. When a company creates a culture that communicates how valued each employee is, turnover will decrease and a team community will be built. 

8. Promote Psychological Safety
As always, managers must consider the psychological safety of their team environment in working to establish a productive culture. Psychological safety builds an environment centered around valuing individuals and building trust. Any individual on a team may detriment to the psychological safety that is built, from managers to direct reports. In this instance, managers should focus on building an environment that values individuals and their contributions which will build mutual trust for both management and direct reports. 

9. Limit Jargon
A crucial factor in building trust in a team environment is to be clear and honest in all communications, including limiting jargon and phrases that are intentionally indirect. To establish expectations and build trust, leaders must be transparent with their direct reports. The same holds for recruiting practices. In recruiting, leaders should be clear in their communication of the expectations and culture of the team, avoiding phrases such as “work hard, play hard” that create a confusing expectation of the work environment. 

10. Empower Team Members
Members in teams with trust should feel empowered to succeed and excel with the support of their peers. Managers working to build trust should focus on empowering direct reports to meet expectations independently. Direct reports sense of belonging and support from teammates will enable individuals to meet and exceed expectations with the help of their peers. Building a culture that values inclusion will create a safe space for members to productively fail and find great success.

In establishing a culture of trust, leaders need to recognize that the results may not be noticeable overnight. Building trust takes time. To build trust, leaders need to provide ample opportunities for direct reports to meet and exceed set expectations while still maintaining a productive team culture. In creating attainable expectations, trust within a team will unlock growth and collaboration, leading to great success. 


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