One of the great things about working at Northwestern’s Kellogg School of Management is that, in addition to teaching and participating in school programs and event, I get to work with companies on interesting projects.
I work on a range of things. Sometimes I do talks and seminars on topics like Defensive Strategy, Executive Storytelling and Building Strong Brands. Other times I work on particular business situations.
A recent project left me with a simple and important learning: being present is critical.
Over the past quarter, I’ve had the chance to work with a leading company on a competitive situation. There were new entrants in their industry and the company was formulating a response. This was partly a strategy question and partly a political question: getting the team and the senior people on board.
I did the project remotely. I taught a class session for the team on Zoom, had multiple phone calls and then participated in two team planning sessions in a hybrid format.
The project is winding down, and I’m not feeling great about it. I think I made a positive contribution, but not as much as I could have, for a very simple reason: I wasn’t there.
This wasn’t a problem for the class session; I can teach effectively on Zoom. It was definitely a limitation in the work session.
There were lots of problems with being remote. The first issue was that I couldn’t hear much of the conversation; I was picking up about 60% of the discussion. I could follow along but I missed some of the context. Then, it wasn’t easy for me to jump in; I didn’t know how I was showing up in the room, so I found it awkward to make a comment. I also couldn’t read the room. I couldn’t see how my comments were being received. Were people nodding and agreeing? Or rolling their eyes?
Perhaps most important, I wasn’t there for the open times: before the meeting, during the breaks, after the meeting. These liminal times are critical when it comes to influencing and building relationships. During a break one can follow-up on a comment, ask a question to clarify a point or just build a relationship.
In hindsight, I should have insisted that to take on the project, I had to travel to the company for the key meetings.
I didn’t do this because my schedule has been hectic, so travel would not have been easy. And the company didn’t request it; they routinely did hybrid and remote meetings.
My takeaway is simple: don’t do a strategic project if you can’t be physically present.
I don’t need to take on company projects; I only accept a new program when I think I can add value and will learn something.
Going forward, I’ll pick and choose with a bit more care. I’ll still teach remotely, but I’ll only do strategy working meetings when I can be in the room.
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