Employee Engagement in Strategy

"The current approach to the employee experience simply doesn’t work." Employee experience often gets treated as a comp exercise, fixes to onboarding, maybe a revised perf process -- often built "one size fits all." Companies invest heavily in customer experience. Research, data science, human-centered design and product management creates massive results through personalization, loyalty and deep understanding of emotional drivers. What if we applied a lot of the same tools to employee experience? What if we thought of employee experience through the lens of product management? Great #EX boosts retention and drives great #CX. Visibly in retail: Trader Joe's and Costco have excellent EX, strong financials and very loyal customers. This movement is growing. It will get larger because the demographics of labor are changing: slow growth, more diversity, tradeoffs well beyond comp and benes. Here's some faves, 🔗 in comments: follow them all if you don't already! ⭐ Samantha Gadd and Kalyn (KP) Ponti have been leading with their EX Manifesto and focus on human-centered design. How to work directly with employees to understand needs, and build together. Which leads to... ⭐ The top quote from "Reimagining Work as a #Product" by Dart Lindsley & Eric Anicich brings product design thinking to life with stories from Eli Lilly, Shopify and Dropbox where the Melanie / Alastair / Allison trifecta are re-imagining #EX. They share a framework that breaks down a job into tasks, understanding what's rewarding vs drudgery. Work that ... ⭐ Debbie Lovich & Rosie Sargeant quantified: increasing joy boosts retention by almost 2X, and that you can't make assumptions about what brings someone joy: a break where you write notes might be joyful. Debbie and I just talked about how Clay Christensen's "Jobs to Be Done" (JTBD) framework applies to employees. Why the job someone takes often has less to do with comp and title than a broader set of tradeoffs. "JTBD" shows in Dart & Eric's work, and is central to... ⭐  Ethan Bernstein, Michael Horn & Bob Moesta's "What Companies Get Wrong About Employee Experience" which breaks down four typical quests of people taking on a new role -- what are they "hiring" that role to do? Understanding the emotional context of leaving or taking a new job and the desires and tradeoffs of individuals boosts outcomes -- especially retention. Emotional context also shows up in #AI adoption... ⭐ Christina Janzer & Lucas Puente's work on AI personas, which I recently shared -- how might those personas overlap with someone's "JTBD" of their role? ⭐ Rodney Evans knows this is a major transformation, and one group who needs help changing how they work is #HR. Rodney and team do work with people who want to do the work... Which leads to one last quote: ⭐ "Let the work do the work" Iain Roberts, taking a design-centered approach to improving EX by working on it directly with the team. Who am I missing? #FutureOfWork #retention

🤔Ever heard of the “primacy recency effect”? People tend to remember mainly how you start and end a meeting. Therefore, the way you conclude your session imprints on the memory of your participants and should not be a careless afterthought. 💡 Coming back to the 5E #experiencedesign model, the 4th stage is the #EXIT. WHAT NOT TO DO: 👎 End with a Q&A - it puts people in a questioning state of mind and does not help them feel the learning journey has landed 👎 End with logistics - these can be the 2nd to last thing you do but people remember emotional feelings like connection or ending on a fun / high so make the end count! WHAT TO DO INSTEAD: 👍 End with action steps - This can be as simple as asking everyone to type into the chat or share out loud how they will use this #experience and the learning outcomes moving forward 🎯It’s easy for participants to say they want to do EVERYTHING they learned, but that’s not how #behaviorchange happens. People can get overwhelmed trying to take on too much and eventually give up. It’s much more realistic to have participants pinpoint 1 or 2 key focus areas so they can manage to achieve their goals! 👍 End with #connection - leave the meeting on a high and memorable note! The mere act of ending with a connecting activity helps to foster a feeling of belonging in the group, which may very much encourage them to come back for another workshop! 🤝 For today’s #TrainerToolTuesday, here are some ideas for better closings: 💡Invite everyone to self-reflect with music to the question 🤔 What’s an observable behavior / actionable takeaway / intention / challenge / next step (pick your fav!) you want to be sure to put into practice after this event? 💡For small groups: Go around the Zoom circle and ask each person to share out loud their key takeaways or learning outcomes and at least one action they will take to apply their learning 💡For large groups: Encourage them to share in the chat their response to the prompt 💡 Create accountability partners to help them put the learning into practice Make breakout rooms for participants to share their next action steps and even find ways to support each other and/or set specific deadlines by when they will meet and report on their progress. 💡Have everyone pick an image card that describes how they are feeling leaving the training 💡End with a gratitude circle / chatterfall having participants share with one another what they appreciate about each other 💡 Collaborative drawing activity to re-create a collective visual image of the training (great for longer programs) 💡 1 minute Rampage of Appreciation for participants to celebrate themselves for their effort and growth throughout the learning process 💡 End with music, zoom waves (spirit fingers), virtual high fives, and even a dance party. Ask everyone to unmute and say goodbye all together before exiting. 🧐 What are YOUR favorite ways to end a #learningexperience? Let me know below👇

The biggest leadership blind spot today? Purpose. McKinsey & Company found that while 85% of executives feel they live their purpose at work, only 15% of frontline employees do (Help Your Employees Find Purpose or Watch Them Leave). That “purpose gap” drains energy, engagement, and innovation. And it’s a signal: employees are no longer satisfied with just a paycheck. They expect meaning. If you don’t help your people find meaning in their day-to-day work, someone else will. Leaders can start today: ↳ Anchor the company’s purpose in real decisions, not posters on the wall. ↳ Create space for reflection and connection, not just tasks and targets. ↳ Help employees see purpose in their everyday work, not just in side projects. Because when employees feel purpose at work, they’re not just more fulfilled, they’re more innovative, resilient, and committed. Purpose isn’t “soft.” It’s a performance multiplier. Ignore it, and you’ll watch your best talent walk away. Read the full article here >> #Leadership #Mindset #Purpose ------------------- I write regularly on People | Leadership | Transformation | Sustainability. Follow Surya Sharma.

EX breaks when it “lives in HR.” It works when the entire system owns it. Many organizations talk about employee experience as if it’s a program, a perk, or a function. But employee experience is a network of decisions — hundreds made every week by leaders at every level, and by employees themselves. A Board sets the standards and funds the trade-offs. A CHRO architects the operating system: the data, cadence, guardrails, and design. Business leaders allocate resources, shape role mix, and remove blockers. People leaders create the weekly reality: clarity, feedback, recognition, and team rituals. And employees play their part by meeting commitments, engaging in the process, and providing signal-rich feedback. That’s the real chain of ownership. Across the book, I highlight five core mechanisms that shape experience and performance: Hiring & Onboarding, Performance Systems, Rewards & Recognition, Work Design & Cadence, and Tools & AI Guardrails. These aren’t “programs”—they are the structural levers through which culture, clarity, and accountability show up day-to-day. If a lever has no owner, it has no impact. If too many owners touch the same lever, it becomes noise. Use this map with your team: Write the name of the true owner for each lever. Then set one 90-day target per lever. You’ll instantly see where clarity exists — and where the system is breaking down. Employee experience isn’t an initiative. It’s an operating model.

BEYOND MODERATION - THE HIDDEN POWER OF FACILITATION Facilitators matter more than most people realize. In every workshop, sprint, and strategic conversation, they quietly turn talk into traction—designing flow, building psychological safety, and steering diverse voices toward a shared outcome. Because great facilitation feels effortless, its impact is often underrated. Yet when stakes are high and complexity rises, a skilled facilitator is the multiplier that transforms ideas into decisions and momentum into results. 🎯 DESIGNER - Great facilitation starts with intentional design. Map the flow of the workshop or discussion with crystal-clear outcomes. When you know where you’re headed, you can confidently animate the session, guide transitions, and keep everyone aligned. ⚡ ENERGIZER - Read the room and manage energy in real time. Build trust and comfort with timely breaks, quick icebreakers, and inclusive prompts. When energy dips, reset; when momentum rises, harness it. Your presence sets the tone for participation. 🎻 CONDUCTOR - Facilitation is orchestration. Ensure everyone knows what to do, how to contribute, and where to focus. Guard against tangents, surface the core questions, and gently steer the group back to the intended outcome. ⏱️ TIMEKEEPER - Time is the constraint that sharpens thinking. Listen actively, paraphrase to clarify, and interrupt with care. Adapt on the fly in agile environments so discussions stay effective, efficient, and outcome-driven. ✨ CATALYST - Your energy is contagious . Show up positive, grounded, and healthy. If you bring light, the room brightens; if you bring clouds, the mood follows. Protect your mindset—it’s a strategic asset. 💡TIPS to be a great facilitator: Be positive and confident; Prepare deeply, then stay flexible; Design clear outcomes and guardrails; Listen actively and paraphrase often; Invite quieter voices and balance dominant ones; Use pauses, breaks, and icebreakers wisely; Keep discussions outcome-focused; Manage time with compassion and firmness; Read the room and adapt; Practice, practice, then practice again. 💪 #Facilitation #HR #Leadership #Workshops #EmployeeEngagement #Agile #Communication #SoftSkills #MeetingDesign #PeopleOps #Moderator #TeamDynamics #PsychologicalSafety #DecisionMaking

A common partnership snafu is that companies want partnership success, but don’t provide the resources to get there. I heard of a case where a whole marketing team quit, the partnerships team was given no marketing support, and they didn't yet have an integration with product -- and yet, the CEO expected the partnership strategy to deliver instant revenue. Wild. But not uncommon. Partnerships can't thrive in a vacuum. They need cross-functional support—marketing, product integration, sales enablement—all aligned to succeed. Before you set revenue targets for your partnerships, ask yourself: Do we have the resources to support them? If the answer is no, you have to help your leadership teams to reconsider their expectations. To help create the cross-functional support needed for partnerships to thrive, here are four strategies: 1. Involve Cross-Functional Leaders from the Very Beginning Bring key leaders from marketing, sales, and product into the partnership planning phase. Early involvement gives them a sense of ownership and ensures they understand how partnerships align with their own goals. Strategy: Schedule a kick-off meeting with stakeholders from each relevant department. Create a shared roadmap that outlines how partnerships will impact each team and their specific contributions. 2. Tie Partnership Success to Department KPIs To gain buy-in, tie partnership goals directly to the KPIs of each department. Aligning partnership outcomes with what each team is measured on ensures they have skin in the game. Strategy: During planning sessions, ask each department head how partnerships can contribute to their targets. Build specific KPIs for each function into the overall partnership strategy. 3. Create a Resource Exchange Agreement Formalize the support needed from each department with a resource exchange agreement. This sets clear expectations on what each function will contribute—whether it's a dedicated product team member for integrations or marketing resources for co-branded campaigns. It turns vague promises into commitments. Strategy: Draft a simple document that outlines the roles, responsibilities, and deliverables each team will provide, then get sign-off from department heads and the executive team. 4. Demonstrate Early Wins for Buy-In Quick wins go a long way toward securing ongoing resources. Identify a small pilot project with an internal team that shows immediate impact. Whether it's a small co-marketing campaign or a limited integration, these early successes build momentum and demonstrate the value of supporting partnerships. Strategy: Select one or two partners to run a pilot with, focused on delivering measurable outcomes like leads generated or product adoption. Use this success story to demonstrate value to other departments and secure further commitment. Partnership success requires cross-functional alignment. Because partnerships don’t happen in a silo.

Purpose is no longer optional at work. It’s the dealbreaker. Employees don’t quit jobs. They quit a lack of meaning. McKinsey & Company found that 7 out of 10 employees say their work defines their sense of purpose. Yet, too many leaders miss the early signs when someone has already checked out and started looking elsewhere. The truth is, people everywhere are reevaluating what work means to them. ➞ They no longer separate “life” and “work.” ➞ They expect their jobs to add meaning to their lives, not drain them. Employers who ignore this will lose their best people to companies that won’t. The upside? When organisations help people connect their roles to a greater purpose: ➞ Engagement rises naturally. ➞ Well-being improves. ➞ Company performance strengthens. So, how can leaders help employees connect to purpose? 1️⃣ Link roles to impact. ↳ Show people how their work contributes to something bigger. 2️⃣ Listen deeply. ↳ Have real conversations about what matters to employees beyond targets and deadlines. Purpose starts with being seen and heard. 3️⃣ Give space for growth. ↳ Create opportunities for learning, stretch projects, and passion-driven initiatives that align with individual values. Purpose isn’t a buzzword. It’s the foundation of retention, loyalty, and growth. So leaders must ask: Are we building jobs that just pay bills, or jobs that make lives better? ~ Nerry Toledo

Stop wasting meetings! Too many meetings leave people unheard, disengaged, or overwhelmed. The best teams know that inclusion isn’t accidental—it’s designed. 🔹 Here are 6 simple but powerful practices to transform your meetings: 💡 Silent Brainstorm Before discussion begins, have participants write down their ideas privately (on sticky notes, a shared document, or an online board). This prevents groupthink, ensures introverted team members have space to contribute, and brings out more original ideas. 💡 Perspective Swap Assign participants a different stakeholder’s viewpoint (e.g., a customer, a frontline employee, or an opposing team). Challenge them to argue from that perspective, helping teams step outside their biases and build empathy-driven solutions. 💡 Pause and Reflect Instead of jumping into responses, introduce intentional pauses in the discussion. Give people 30-60 seconds of silence before answering a question or making a decision. This allows for deeper thinking, more thoughtful contributions, and space for those who need time to process. 💡 Step Up/Step Back Before starting, set an expectation: those who usually talk a lot should "step back," and quieter voices should "step up." You can track participation or invite people directly, helping create a more balanced conversation. 💡 What’s Missing? At the end of the discussion, ask: "Whose perspective have we not considered?" This simple question challenges blind spots, uncovers overlooked insights, and reinforces the importance of diverse viewpoints in decision-making. 💡 Constructive Dissent Voting Instead of just asking for agreement, give participants colored cards or digital indicators to show their stance: 🟢 Green – I fully agree 🟡 Yellow – I have concerns/questions 🔴 Red – I disagree Focus discussion on yellow and red responses, ensuring that dissenting voices are explored rather than silenced. This builds a culture where challenging ideas is seen as valuable, not risky. Which one would you like to try in your next meeting?  Let me know in the comments! 🔔 Follow me to learn more about building inclusive, high-performing teams. __________________________ 🌟 Hi there! I’m Susanna, an accredited Fearless Organization Scan Practitioner with 10+ years of experience in workplace inclusion. I help companies build inclusive cultures where diverse, high-performing teams thrive with psychological safety. Let’s unlock your team’s full potential together!

You don't have to be in a formal leadership position to influence change and improvement. Influence comes from building a shared purpose and anyone can do this! Let's say you’ve spotted a way to make things better, faster, or smoother at work. You know this change could really help, but when you bring it up, the team pushes back or doesn’t seem interested. ⚠️ It’s easy to get frustrated or try harder to win people over. But pushing hard usually backfires. ❗ So instead, shift your focus to shared purpose and cooperation. 👉Let’s take a common example: the weekly team meeting. 👉The problem: you see issues with meetings- they run over, lack focus, and don’t result in clear outcomes. Here's a suggested response to influence improvement... 1️⃣ Ask Questions That Spark Reflection Get your team to reflect on the current meeting process by asking: ❓ “How do you feel about our weekly meetings — are they a good use of our time?” ❓ “What parts of our meetings feel most productive, and what parts feel like a time drain?” ❓ “Do we always leave meetings knowing who’s doing what?” (This will get people thinking...) 2️⃣ Highlight shared goals. Link your idea to something the whole team values: ❓ “I know we all want to have more time for focused work. What if we could cut our meeting time in half and still get everything done?” (Now, the focus isn’t on your idea — it’s on solving a shared problem) 3️⃣ Invite Ideas and Feedback Rather than presenting a fixed solution, co-create it: ❓ "I've made a suggestion but that's just one option- what ideas do you have?” (When the team helps shape the solution, they’re more invested in making it work) 4️⃣ Start Small and Test Together Propose trying a small, low-risk change, taking into account all suggestions: ❓ “How about next week, we try a 30-minute meeting with a strict agenda and clear action points documented? We can see how it feels, adjust if needed, and then try out other ideas?" (Small tests reduce the fear of change and show that you value collaboration) 5️⃣ Celebrate Progress as a Team If the new approach works, recognize the team effort: ❗ “Our meeting was only 30 minutes, and we still got through everything! ❗ “It’s great to see us using our time more effectively. Let’s keep this going.” You could apply these 5 steps to influencing any kind of change or improvement....oh and don't forget to be prepared, use data and work on those communication skills! What do you think? Could you try this to help build your #influence skills? Do you have any tips from your own experience? Leave your comments below 🙏

As the calendar turns to #2025, setting bold #objectives is a top #priority for #leaders. However, turning ambitious goals into reality requires more than just good intentions—it demands focus, alignment, and capacity. One powerful way to prepare your team for the year ahead is the "Stop, Start, Continue" exercise. Check out below and learn more at notdoinglist.com   The first step is understanding where you’ve been. The "Stop, Start, Continue" exercise invites teams to #reflect on the past year with a structured lens:   Stop: Identify tasks, processes, or behaviors that are no longer effective or aligned with 2025 goals.   Start: Explore new #opportunities or approaches that align with key priorities for the year ahead.   Continue: Recognize what’s working well and should be sustained. This #reflection sets the stage for clarity and shared understanding of what matters most for the coming year.   Freeing Up Time, Energy, and Resources 2025 objectives often come with high expectations—and limited #capacity. That’s why identifying what to stop is the key to achieving big goals.   Many teams carry forward tasks or initiatives simply because they’ve always been done. These legacy commitments consume valuable resources that could be redirected to higher-impact activities. Stopping isn’t about failure; it’s a strategic decision to eliminate distractions and focus your team’s time, energy, and resources on what will truly move the needle.   Building Team Ownership of Priorities Instead of imposing a list of objectives, the "Stop, Start, Continue" exercise engages your team in shaping 2025 priorities. When team members actively participate in identifying what to stop, start, and continue, they’re more likely to take ownership of the resulting plan. This sense of shared accountability fosters alignment and motivation to deliver on the year’s objectives.   Strengthening Engagement and Trust Inviting your team into a transparent discussion about what to stop, start, and continue shows that you value their input and are committed to building a better way forward together. This openness fosters trust, surfaces hidden frustrations, and encourages innovation—all of which are critical to achieving your 2025 objectives.   Creating a Roadmap for the Year Ahead By the end of the exercise, your team will have a clear, actionable roadmap for 2025. What to stop, start, and continue becomes more than just a discussion—it’s a shared plan for allocating resources, time, and energy toward achieving the year’s goals.   As you set your objectives for 2025, take the time to conduct a "Stop, Start, Continue" session with your team. By focusing on what to discontinue, you’ll reclaim the capacity to chase big opportunities and make meaningful progress. With this intentional approach, your team will enter 2025 aligned, energized, and ready to deliver on your most ambitious goals.