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The Power of Saying “No”

We often have a never-ending to-do list and constant requests from our team, colleagues, and stakeholders. It can be tempting to say “yes” to everything and everyone, but is that the most effective way to lead?

I love this quote by American novelist Anne Lamott:

“No is a complete sentence.”

It is a powerful reminder that you do not have to justify yourself when saying “no.” Setting and communicating clear boundaries is critical to being a successful leader. Saying ‘no’ to specific requests, projects, or collaborations can be a strategic decision that allows you to focus on your priorities and achieve goals.

Understanding the Importance of Setting Professional and Personal Boundaries in Leadership

It’s crucial to establish boundaries that help protect our well-being and enable us to achieve our goals. Two types of boundaries that leaders often set are professional and personal boundaries. While these may seem similar, there are key differences between them.

Professional boundaries are guidelines and limits leaders set to maintain appropriate relationships with colleagues, employees, and other stakeholders. These boundaries help leaders establish clear expectations for their behaviour, prevent conflicts of interest, and maintain impartiality in decision-making.

Leaders can create a healthy work environment that fosters mutual respect and trust by setting professional boundaries.

In contrast, personal boundaries are limits and guidelines individuals set to protect their physical, emotional, and mental well-being. Personal boundaries help individuals maintain their autonomy, protect themselves from harm, and communicate their needs and values to others. Leaders can avoid burnout, reduce stress and maintain a healthy work-life balance by setting personal boundaries.

Power of Saying No

The main difference is their purpose and scope. As a leader, it’s essential to understand the differences between professional and personal boundaries and set them accordingly.

However, both boundaries are essential for leaders to establish and maintain their effectiveness and well-being.

By prioritizing professional and personal boundaries, leaders can become more effective and successful in their roles.

Five Techniques That Will Help You In Saying NO!

Does this resonate?

‘I have such a hard time saying no!’

Saying “no” is not a sign of weakness or indecision but rather a demonstration of your focus and commitment to your goals. By embracing the power of “no,” you can become a more effective and respected leader in your organization.

  1. Prioritization Techniques: Prioritize your tasks and responsibilities to identify which requests or projects align with your goals and values. Use tools such as the Eisenhower Matrix or the Pomodoro Technique to help you decide better what to say “yes” or “no” to.
  2. Active Listening: Practice listening when receiving a request or proposal. Ask clarifying questions to understand the scope of the project, the timeline, and the resources required. This can help you determine whether you have the capacity and expertise to do the task.
  3. Saying “NO” with Empathy and a Smile: The most straightforward way I have found to say no is with a smile and the sincerest empathy and respect. Acknowledge the value and importance of the request, thank them for the opportunity, and say’ no.’ You do not need to explain why or give excuses. If necessary, you can suggest where help may be sought.
  4. Setting Clear Boundaries: Set clear professional and personal boundaries and communicate them consistently. This can help you avoid being overwhelmed by requests or projects that do not align with your goals or values. Boundaries will also help you establish expectations about your availability and workload with your team or colleagues.
  5. Saying “NO” to Say “YES” to Something Else: View saying “no” as a strategic decision that allows you to say “yes” to something else that aligns with your goals.

The Eisenhower Matrix

The Eisenhower Matrix is a productivity tool that helps people prioritize their tasks based on urgency and importance. It is named after former US President Dwight D. Eisenhower, who famously said, “I have two kinds of problems, the urgent and the important. The urgent are not important, and the important are never urgent.”

The matrix consists of four quadrants, each representing a different level of urgency and importance:

Quadrant 1: Urgent and Important – urgent and important tasks, such as emergencies or deadlines.
Quadrant 2: Not Urgent but Important – tasks that are important but not urgent, such as planning, strategic thinking, or personal development.
Quadrant 3: Urgent but Not Important – urgent but unimportant tasks, such as interruptions or unnecessary meetings.
Quadrant 4: Not Urgent and Not Important – tasks that are neither urgent nor important, such as time-wasting activities or distractions.

Eisenhower MatrixJRC - Jenny Reilly Consulting, Vancouver Executive Coach

The idea behind the Eisenhower Matrix is to ensure you spend time focusing on Quadrant 2 tasks, as these are important tasks that often get neglected due to the urgent demands of Quadrant 1. By prioritizing Quadrant 2 tasks, people can work proactively towards their long-term goals and avoid being overwhelmed by urgent but less important tasks.

The Tomato Technique, Aka The Pomodoro Technique

The Pomodoro Technique is a time-management method developed by Francesco Cirillo in the late 1980s. It is named after the Italian word for “tomato,” as Cirillo used a tomato-shaped kitchen timer as a student to track his work intervals.

When I first heard about this technique decades ago, I was not initially attracted as I am allergic to tomatoes (actual fact). That being said, anything that I can try that will improve my efficiency and productivity, I will always give it a try.

The Pomodoro Technique involves breaking work into 25-minute intervals, called “pomodoros,” followed by a short break of 3-5 minutes. After four pomodoros, take a more extended break of 15-30 minutes.

During each Pomodoro, you focus on a single task without any distractions or interruptions. The steps of the Pomodoro Technique are as follows:

  • Choose a task to work on.
  • Set the timer for 25 minutes and start working on the task.
  • When the timer rings, take a 3-5 minute break.
  • After four pomodoros, take a more extended break of 15-30 minutes.
  • Repeat the process until the task is completed.

The Pomodoro Technique can help you stay focused, avoid distractions, and manage your time more efficiently. It also encourages you to take regular breaks, which can help prevent burnout and increase productivity in the long run. Give it a try, and let me know how you find this technique.

Tomato Technique - Jenny Reilly Consulting

The Power Of Saying NO: A Core Leadership Skill

In today’s fast-paced and demanding world, saying “yes” to everything that comes our way can be tempting. However, learning to say “no” is crucial for leaders who want to stay focused, productive, and true to their values.

By setting clear boundaries and prioritizing your time and energy, you can avoid burnout, reduce stress, and make more meaningful contributions to your organization.

Remember, saying “no” is not about being selfish or uncooperative. It’s about owning your time and energy and making choices that align with your goals and values.

Saying “no” can also create opportunities for growth and learning. Turning down tasks or projects unaligned with your goals can free up time and resources to pursue more meaningful or challenging activities. This can help you build new skills, expand your network, and develop a stronger sense of purpose and fulfillment. It’s important to remember that saying “no” is not a one-time decision but an ongoing process. As your priorities and circumstances change, you may need to adjust your boundaries and make different choices about allocating your time and energy. By staying aware and intentional, you can continue to grow and evolve as a leader.

Finally, it’s worth acknowledging that saying “no” can be difficult, especially in cultures or environments where overwork and “yes-man” mentalities are the norm. However, by modelling healthy boundaries and prioritization, leaders can inspire others to do the same, creating a more sustainable and compassionate work culture for everyone.

I encourage you to reflect on your boundaries and priorities.

  • Are there areas where you could benefit from saying “no” more often?
  • How can you communicate your boundaries effectively and respectfully to others?

If you want more information or support on this topic, you can book a 30-minute complimentary consultation to find out how Jenny Reilly Consulting can help you. Please email askme@jennyreilly.com to coordinate a convenient consultation time.

 

Jenny Reilly Consulting, Vancouver Executive Coach

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First Impressions and Self Care

First Impressions Count

‘You never get a second chance to make the first impression.’
— Andrew Grant

It doesn’t matter the situation; first impressions count. You will always be remembered for your first interaction, so smile and go into it with the intent of the interaction being positive. You can’t fake a smile. You can see it in someone’s eyes (yes, their eyes) and body language and hear it in their tone of voice.

‘ Two things remain irretrievable: time and a first impression.’
— Cynthia Ozick

When you are 100% focused on those you are talking to, you will find yourself paying close attention to their language, mood and tone of voice. The more open and curious you are, the more they will be in return. I enjoy meeting new people. It is not the art of small talk that you need to meet new people; just plain good manners and knowing how to listen.

Take Care

Self Care - Jenny Reilly Consulting, Vancouver Executive Coach

If your child, family member, partner, or workmate is not doing well– you stop what you are doing and take care of them and give them the attention they require. We often put ourselves last in our order of priorities. I have been guilty of not always prioritizing my health and have turned this around – if I am not at my best, how can I be my best with others?

Trust me, it is noticed if you are not sleeping well, eating well, getting exercise, taking note of your appearance or going to work ‘with a low readiness score, ‘ It’s time to take note of how you are ‘turning up at work and home.’

Two clients in January were singing the praises of their Oura ring (ouraring.com) that tracks their sleep score and readiness level, activity, heart rate and body temperature. I was intrigued and purchased one, which is an excellent accompaniment to my Apple watch. Both help me stay on top of how I care for and prioritize my health.

Surround Yourself With The Right People

Surrounding yourself with the right people in your personal and professional life is critical. It impacts your mood, motivation and engagement levels.

I often see in professional settings the hesitance to move someone on if they are not a good performer or fit for the position or team. They may have been a strong performer in the past; however, their heart is no longer in the job, or they are not in the right position. You are only helping an individual if they are in the right job, and placing an underachiever in a team of high performers can pull a team down. It is often assumed that the poor performer will pick up on excellent performer’s habits. However, the opposite tends to happen, and bad habits spread.

‘You are the average of the five people you spend the most time with.’
— Jim Rohn

Your team’s makeup is critical to its success. For each person in your team, rank them on their level of effectiveness in their position (1 low – to five high). For anyone, you rank as a three or under, define if training can help performance or if a position shift is the best alternative.

DISC

Everyone has their own psychology, so how you approach and talk to one person may not be the best way to speak to another. I have been using the DiSC profile with my clients and facilitated 100+ coaching sessions with this tool to help individuals be better communicators.

DiSC is an exceptionally popular behavioural assessment that helps individuals identify their behavioural styles and learn how to interact more effectively with others. The assessment profile will help you adapt your communication style and expectations to increase results, improve team performance, target new hires/clients, develop “rockstar” rapport, and more.

If you are interested in the DiSC profile, the cost is $150, and with an hours debrief with me and the assessment, it is $500. If you want a 60-90 minute training session with your team, the assessment costs $150 per person and a $1,500 workshop fee. Please contact us or reach out directly to jenny@jennyreilly.com and book a complimentary 30-minute strategy session.

 

Jenny Reilly Consulting, Vancouver Executive Coach

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Tactics to Help You in Periods of Professional Transitions

Do you find yourself answering “YES” to any of the questions below?

  • Are you making or thinking about a career transition this year?
  • Are you in the process of turning your business, department, or team around?
  • Have you recently been promoted and struggling to determine what to focus on first?
  • Are you considering a move into a different area of the business or a geographical move in your job?
  • Are you in the position where you now lead some of your former peers?

Your professional life is made up of one transition after another. All professional transitions provides you with the ability to shine, falter or fail. Shine, and you will advance. Falter, and you may lose the credibility and trust of your colleagues. Fail, and you may not recover if you don’t have the right attitude or outlook to learn from your mistakes and move forward.

‘What got you here won’t get you there.’
~ Marshall Goldsmith

 Steps to Help During Professional Transitions

  1. Determine what you need to learn – fast. How does the company, unit or team operate? Who has influence and why? What internal and external alliances can help support you in your role?
  2. Identify your ‘A’ priorities. Along with A priorities, integrate changes that need to be made in the structure and processes to increase efficiency, productivity and the triple bottom line.
  3. Outline your vision, goals and strategic intent in the position. Be communicative and transparent.
  4. Build your team. If you are taking over leading a team, evaluate your people. Determine if they are in the right seat, need development or are not a good fit.
  5. Focus on early wins. Identify the most pressing weaknesses and make the necessary changes to turn those around. This will help you build credibility in your position.

‘ You only know what you know.’
~ Loretta Swit

If you have any questions about professional transitions or want to learn more on the powerful benefits of executive coaching to elevate your success, please contact us or reach out directly to jenny@jennyreilly.com and book a complimentary 30-minute strategy session.

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YEAR END BUDGETING 2022

2022 in Review

As the year approaches a wrap, it’s time to highlight your achievements and position yourself for 2023. Review and report on topics like your organization’s accomplishments, value creation, budgets, financial ratios, your competitor analysis, and the year ahead. Take time to create a full-year timeline with strategic projections and goals. Use the 2022 Annual Report Components infographic to serve as a guide for elements to include.

Annual Report Infographic - Jenny Reilly Consulting - Executive Coaching

 

“A budget is more than just a series of numbers on a page; it is an embodiment of our values.” – Barack Obama 

Know your numbers

Over this quarter, a primary client focus has been on analyzing financial reports and data to aid the decision-making required for 2023 planning. Understanding the budgeting process is crucial in evaluating opportunities and risks.

Understanding your numbers allows for more strategic decision-making. Your numbers can provide:

  • comparability,
  • verifiability, and
  • understandability

of the next best steps to take in your company.

As a leader, you are expected to have a thorough understanding of your numbers, prepare forward-looking financial reports, set financial targets, determine the usage of resources, and evaluate the costs and benefits of each option.

Business budgets help leaders run a successful business. A budget provides the opportunity to assess the actual budget against what was forecasted and planned.

Steps to take in preparing for 2023

  1. Before developing your budget, it is normal practice to have a strategy session that will review relevant economic factors, sector issues/constraints/ opportunities, and management plans. Develop or review your 2023 budget (that should accommodate your short-term plans, normally one year in duration) and ensure each of your strategic objectives is related to your budget.
  2. Your budget should address each of your strategic initiatives, including cash and payments, sales volumes and revenues, detailed inventories, labour, and production requirements.
  3. Break your annual budget down into monthly budgets that will assist in planning and communication to the team.
  4. If you are working on a unit or department budget, ensure you understand how the budgeting process interlinks with the various budgets in the business.

Can you answer the following?

  • What is your mission, vision, short- and long-term strategic objectives?
  • Have you recently conducted a position analysis of your organization?
  • Who are your current competitors?
  • Do you have a comprehensive forecasting and budgeting process? Can you explain when and how this process is performed?
  • How often do you review your annual budget, identify variances between your forecasted and actual performance and update as strategic initiatives pivot and change?

Understanding your budget will enable you to:

  • identify short term problems
  • promote forward-thinking
  • help in the coordination of units within a business
  • communicate budget guidelines
  • motivate your employees to promote better performance
  • monitor performance relevant to the budget
  • implement a system of control, levels of responsibility, and authorization

If you’re a business owner, entrepreneur, or c-suite executive and have any questions about this month’s topics, or feel this resonates with you and you need executive support to project your budget successfully into 2023, please contact us, or reach out directly to jenny@jennyreilly.com and book a complimentary 30-minute strategy session.

 

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FIVE CORE LEADERSHIP TACTICS

There are five leadership tactics that I follow that help me in my consulting practice. I encourage you to think about how they could help you in your position.

1.) Planning Backwards:

Focusing on the future and planning backwards is an effective leadership tactic. It encourages unconstrained thinking and disruptive ideas and will help you to propel your organization forward. Once you have a focused vision, align your people to engage on goals, and develop a comprehensive action plan to move forward.

  • Where do you want to be professionally and personally one year from today?
  • What do you need to do to get there? (Of your action items, prioritize them in sequenced order and develop an action plan on what is required in each step.)

2.) Purpose-driven and value-focused:

My consultancy purpose and values determine my guiding principles. If you have not listed your guiding principles, it is time to do so. Your guiding principles outline how you operate, the organization’s role and the individual within. 

  • What is your company vision, purpose statement/mission, and what values define how you do business? 

3.) Intentionally listen actively:

Leadership is a conversation. Improving your listening ability will be a cornerstone of your leadership success. Listening will assist you in problem-solving, determining and implementing innovative ideas, defining process improvements, and developing new ideas for faster and better outcomes. Engage your team, clients/customers and external stakeholders in a discussion on progress once modifications have been agreed upon, design and circle back to question if you have it right. 

4.) Innovate continually.

You cannot afford to become too comfortable and complacent. Customer and client preferences in the product or service area you are offering are continually changing. Technology advances will improve speed and results, can transform our processes, and adaption of best practices. Quarterly question processes, this will help you retain focus on improvement and will become part of your culture. Encourage bottom-up and top-down idea initiatives for improvement. Make decisions faster and base them on data with a focus on quality. Quarterly, prioritize the top three areas you can innovate to bring the greatest return to your organization. 

5.) Performance – think short and long-term.

To thrive in the long term, we need to have not only long-term goals but also short-term goals to gain momentum. Future-proof your performance by answering the questions below: 

  • What trends are influencing your business and sector?
  • What are your customers and clients seeking or asking that is not currently being provided? 
  • What is your data telling you? The facts have the answers. 
  • Ask your employees for feedback on what is working and what isn’t and any suggestions they have for improvement.
  • What are your duties and responsibilities – are they aligned with your purpose? 
  • Assess how you are doing things, is it the best and most effective way, or have you fallen into a routine and repeated past actions hoping for better results? 

If you have any questions about leadership tactics or want to learn more on the powerful benefits of executive coaching to elevate your professional success, please reach out to +1 604-616-1967 or askme@jennyreilly.com and book a complimentary 30-minute strategy session. If you want monthly leadership and professional development tips, sign up for my JRC newsletter or check out my social media on Instagram for information on my new upcoming 6-month executive leadership course.