5 Benefits to Growing Your Team’s Emotional Effectiveness

In the post-pandemic hybrid world, people are craving reconnection. They are looking to rebuild trust in organizations that look and function differently than they did just a few years ago. Leaders of teams know they must foster new ways of connection among their teams. Growing your leadership team’s emotional intelligence is key to building a connection and managing the increasingly diverse needs of employees, while creating a healthy and engaged organization.

This quote now holds meaning for teams at work:

“Never doubt that a small group of thoughtful, committed people can change the world; indeed, it’s the only thing that ever has.”
   – Margaret Mead, Cultural anthropologist

For the thoughtful, committed teams I have worked with recently, I have observed them having a tremendous experience with each other when they focused on identifying their own level of emotional intelligence, and working to gain an understanding of their own trust-growth opportunities. Then they can leverage trust to have conversations that strengthen their commitment on the team.

What is Emotional Intelligence?

Emotional intelligence is a set of emotional and social skills that collectively establish how well we:

  • Perceive and express ourselves
  • Develop and maintain social relationships
  • Cope with challenges
  • Use emotional information in an effective and meaningful way (2012, Multi-Health Systems Inc.)

To learn more about emotional intelligence, and the importance of it to leaders, please see my previous article:  Emotional Intelligence: How Leaders Can Use it to Their Advantage

5 Benefits to Growing Your Team’s Emotional Effectiveness

In the Queen’s IRC custom “Building Team Trust with Emotional Intelligence” program, leadership teams learn about emotional intelligence, and they explore how that relates to different levels of trust from individual, team, and organizational perspectives.

Below are 5 benefits to teams experiencing this program together. They are highlighted with some of the emotional intelligences:

  1. Understanding Emotional Reactions and Triggers as a Team
    There is value in the group learning together about emotional intelligence when they realize that they aren’t alone in learning how to become more emotionally effective. For example, Emotional Self-Awareness is one of the emotional intelligences that the team benefits from talking about. If a team is able to understand emotional reactions and triggers, then they can benefit from sharpening this understanding. If there is any tension in the team, it could be because there are moments of unawareness of how emotions are impacting the group. The team could put these emotions to positive use instead of being derailed by them.
    “We are similar in our journeys, but sometimes you can feel alone at work.” – team member
  2. Leveraging Empathy
    Training all leaders together creates space for people to step out of their departmental box. All levels of leadership participate including supervisors, managers and the CEO. This program is a customized way to promote open communication and collaboration, which often results in them getting to know each other better. One of the best emotional intelligences to leverage is Empathy, where they get to spend time understanding and appreciating how each other feels. For teams that have a lower score for empathy, it may be beneficial to think about how to ensure group consensus is reached before carrying out a decision; this is especially helpful during times where individuals’ worries or concerns take over instead of gaining an understanding of how decisions can be made that would beneficial everyone. Trust is strengthened in the team as they use empathy as a regular tool to be gaining insights into each other’s perspectives.
    “I experienced growth as a collective and individually…  Helped me to not just think of me, but to think of the team.” – team member
  3. Using Reality Testing
    By experiencing the build of a Trust Fit Plan, the team co-creates solutions to using emotional intelligence to their collective advantage.  Reality Testing is one of the emotional intelligences used by teams who want to honestly rebuild and repair trust. Reality testing is about remaining objective and seeing things as they really are, versus seeing things the way you want to see them. (2012, Multi-Health Systems Inc.)   Teams that can view situations from an objective stay point do strengthen their decision-making ability; however, during stressful times, emotions can impact how realistic they are in approaching challenges. When teams focus on accurately assessing a situation and understanding why the reasons occurred, trust becomes a stronger characteristic of the team.
    “There are opportunities to rebuild together now.” – team member
  4. Building Confidence and Trust
    Team members say they have more confidence in the group after sharing and participating in the discussions. They express feeling ready to do the work that needs to be done by making trust a part of their regular conversations – in other words, this program helps teams to look forward. By doing this work together, it helps teams to identify how to be more emotionally effective with each other, which can result in them finding new ways to do the work. Optimism is an emotional intelligence that teams leverage in order to see the best in people, and it helps to remain hopeful about the future despite challenges and issues. Conflict can be a natural result of diversity, so teams that leverage diversity make better decisions and create more trustworthy workplaces.
    “So much wisdom in this group. Now, I would trust you all in a decision. Ready to embrace a new way of working with each other.” – team member
  5. Developing Interpersonal Trust
    One participant said that this opportunity to be vulnerable in the group during the program was key to her learning experience. During the program, there are many small group break out discussions where team members can openly explore how the organization facilitates trust with their stakeholders too – the program looks outside of the organization’s walls so that teams can see themselves as a collective group who are co-creating for their customers, clients and the public in general. The emotional intelligence at play here is interpersonal relationships which is about creating relationships based on mutual respect and trust. This takes time. This 2-day program fully dedicates the time to learn way more about each other than a normal work environment permits; this is one of the most common elements teams build into their Trust Fit Plans: time and space to stay connected.
    “Free of judgement to learn in this space that is fully dedicated to team trust”. – team member 

Building Team Trust with Emotional Intelligence

This two-day custom program is based on our open enrollment Building Trust in the Workplace program. While many parts of the open program are also included when running in-house training, running custom training for your internal leadership team provides the opportunity for building trust and learning together as a team. Some of the highlights of the program are:

  • Prior to the program, each team member completes a confidential self-assessment online survey.
  • During the program, we explore the different emotional intelligences and participants receive their Individual EI Leadership Self-Assessment report.
  • We share a Group Profile – this provides a lens through which to interpret emotional intelligence (EI) results in a team or group setting. (It combines scores of individual self-assessments which is helpful to learn how they contribute to the collective EI of the team.)
  • Participants diagnose their organization’s current state, and collaborate to design a “Trust Fitness Plan” for their team by using the emotional intelligences.

Phases of Strengthening Team Emotional Effectiveness

As teams work together to strengthen their emotional effectiveness, they will follow these phases:

  1. They learn the Concept of emotional intelligence.
  2. They start to Experiment with the concepts by imaging saying or doing something differently.
  3. After the program, they have an Experience by trying it out and actually saying or do something differently.
  4. They Reflect and think about what it was like having that experience: How did you feel? What did you notice in the other person? Impact? Outcome?
  5. Repeat the phases like a fitness rep. The phases of learning constantly repeat, just like our actions for healthy living, like taking a fitness class. We don’t check off the fitness box and say “well, I exercised, so I am done doing that forever.”  The analogy to fitness is the foundation of the Trust Fit Plan where the team EI repetitions are embedded into how they work together.

For more information on a custom “Building Team Trust with Emotional Intelligence” program, please contact cathy.sheldrick@queensu.ca or find more information on our website: Customized Training

About the Author

Linda Allen-HardistyLinda Allen-Hardisty is an organizational development professional (Queens IRC OD Certificate), an executive coach (ICF PCC professional designation), a team coach (EMCC Global Accreditation), and a Forbes Coaches Council contributing member. She’s built a reputation as a vibrant, contemporary voice in the business world by blending her grounding in OD with a practical approach to addressing organizational challenges and opportunities. With a Masters of Education from the University of Regina, Linda’s uniqueness is that, prior to private practice, she fulfilled corporate leadership roles including the Director of Organizational Development in a company listed on the Hewitt Top 50 Employers in Canada and became the first Manager of Strategy and Performance for a municipal government undertaking cultural transformation. Over her 20-year OD career, she has helped many leaders – from corporate executives to entrepreneurs – improve their personal and professional success. She is a sought-after facilitator and advisor for executive development, strategy and change, team effectiveness, and emotional intelligence.

Linda is the lead facilitator for the Queen’s IRC Building Trust in the Workplace program, which runs in cities across Canada and virtually. She facilitates custom programs with a wide variety of organizations, including union groups, government organizations and private companies.

Building a Custom Queen’s IRC Certificate: Lessons from the BCNU Governance Board Certificate Program

 Lessons from the BCNU Governance Board Certificate ProgramUnion president Christine Sorensen and the British Columbia Nurses’ Union (BCNU) Board have big aspirations for a professional union with a strong, high-functioning Board. Achieving this vision has meant restructuring, long-term strategic planning, and significant training for the Board – and all within a three-year elected term.

In 2017, Christine was appointed as president (from the vp/acting-president role) and a new Board had also been elected. With a significant turnover in Board members and a strong drive for change, they began working towards their goals, immediately taking on some significant organizational and structural issues.

The BCNU Board (or Council) is comprised 25 people – 20 chairs for 16 regions in the province, and five provincial officers.

“We needed them to come together and unite very quickly as a Board as we were dealing with some very complex issues,” said Christine. “We were looking for something that would give them the skills and abilities to feel confident about making difficult decisions.”

BCNU had been working with Queen’s University IRC to provide a customized Labour Relations Certificate to their local leaders, and when they started talking about who could provide training to the Board, Queen’s IRC came to mind.

The union wanted a Certificate program from a reputable institution with experience in training for unions. They needed training on a variety of topics to help build leadership skills within the Board, so they reached out to Queen’s IRC Director, Stephanie Noel.

Stephanie was pleased to work with the group to build a customized Certificate program to meet their unique needs.

“They needed training that focused on effective governance and leadership skills,” said Stephanie. “But like many organizations, they also needed some foundational pieces around managing organizational change, labour relations, strategies for workplace conflicts, creating high performance teams and building trust and emotional intelligence.”

The themes that ran throughout all of the training programs in the Certificate included:

  • Understanding their role and responsibilities on the BCNU Board
  • The crucial role of teams and teamwork
  • Building trust and emotional intelligence
  • Effective communication practices
  • Conflict resolution best practices

While the first BCNU Labour Relations Certificate was comprised of three, four-day labour relations programs, Board members did not have the time for four-day training sessions. Stephanie customized the schedule to the Board’s needs, and set up seven, two-day programs, to run monthly, at the same time as the members came from their regions for the Board meetings. And with that, the Queen’s IRC Governance and Leadership Excellence Certificate for BCNU was born.

Throughout 2018, a variety of Queen’s IRC facilitators and coaches rotated into the BCNU offices for each two-day program, giving participants the ability to learn from experts in each area.

“As the individual programs progressed,” Stephanie said. “It became clear that the vision for the final program on team-building would have to change. So we adjusted it into a more advanced version of the first program on governance effectiveness, because that’s what BCNU needed.”

Christine thinks there were many valuable components to the IRC training, but overall helping the Board move towards an understanding that their role is around risk-management was key. The term they often use is “nose in – fingers out”. A couple of the programs focussed on role-clarity. What is a Board member’s role? What is true Board governance? What is risk management? What is fiduciary responsibility?

While the newly elected Board members were experts on the nursing floor, most of them had never sat on a Board before. “In their first year, they’re trying to figure out what they’re supposed to do,” said Christine. “Now all of a sudden, we’ve made them responsible for a multi-million dollar budget, a collective agreement and staff.” For someone who was a nurse at the bedside yesterday, this is a big mental shift.

The training helped members move from being a “do-er” to being a leader and strategist. “It helped us with that mental shift of having the Council move to more Board governance and Board oversight,” said Christine.

Personally, Christine saw a lot of value in the sections on understanding emotional intelligence, not only for Board members as individuals but also as a group – learning how they function and make decisions, and what decision paralysis they sometimes get into and why. “The facilitators really challenged us to move to that higher-functioning level as a Board,” she said.

For other members who wear two hats – one as a Board member and the other as the ‘operational CEOs’ of their own region – the practical labour relations programs on things like conflict resolution and  grievance handling were very useful for their regional work.

Christine points out that regional chairs have to operationalize the decisions made by the Board, so depending on where they are, they have to remind themselves, ‘I’m here wearing my regional chair hat’ or ‘I’m here wearing my Board hat.’

Tracey Greenberg has been a Licensed Practical Nurse for 34 years, and is currently the regional chair for the Frazer Valley region. He was impressed with the Queen’s IRC Certificate program. “As a Licensed Practical Nurse, university has not been something in my realm of education, so for me to get university training was just incredible,” he said.

“My thinking process has changed in regards to really listening to people. I just felt like my mind opened up to a lot of the governance pieces. It gave me a look at all the skills I have and what I can improve on.”

Tracey feels that the training helped him improve his leadership skills. He said people actually noticed a difference in his style.

“My way of thinking about things has changed. I am looking at more of the bigger picture and how all the little pictures create that picture, and how to work with them all,” he said. “I think the course really helped me do that.”

Tracey really appreciates that Queen’s IRC was able to create this custom certificate for them. “I just really found it so helpful.”

Relationship Management in a Union Environment

Relationship Management in a Union EnvironmentBuilding relationships in the workplace is hard – and it takes work. It’s even more difficult when you work in a unionized organization which has traditionally adversarial relationships. But these days, organizations like the Ontario Secondary School Teachers’ Federation (OSSTF/FEESO) are stepping away from the attitude that, as a union, you have to be in ‘fight mode’ all the time. They are working towards accomplishing more for their members by trying to have better relationships with management.

This is where the Queen’s IRC Relationship Management in a Union Environment program comes in. In January 2019, OSSTF asked Queen’s IRC Director, Stephanie Noel, to run a one-day custom training program for its new Protective Services Committee (PSC). The training focused on working towards common interests, better communication, and handling conflict in workplace relationships.

Bob Fisher, OSSTF Director of Member Protection, says that the vision for the new Protective Services Committee is that it’s a committee of experts. Committee members will give advice for central negotiating issues, but also be a resource to Local bargaining units in their day-to-day labour relations issues. The 34-member committee is made up of Local union leaders from across the province, assisted by 8 staff members.

“We used to have a provincial collective bargaining committee that just wasn’t meeting the needs of the organization,” said Kerri Ferguson, OSSTF Director of Negotiations Contract Maintenance. “It tended to be populated with grassroots members who didn’t necessarily have all of the skills and experience.”

The people who are on the new committee were chosen because they already have a certain level of expertise in negotiations, grievance arbitration, problem solving, collective agreements, contract maintenance, and education funding. And with a strong training component built in, particularly for the first year of the committee, Bob expects that members will become “better experts” at the things that they’re already experts at, and raise their level of competence in the areas where they aren’t as strong.

When Kerri and Bob sat down to decide what training they needed, one of the first things they identified was the desire for people to establish good relationships with their employer counterparts.  And then they had to decide ‘How do we get that in front of the committee?’ The first thing Bob thought of was Queen’s IRC. He was aware that Queen’s IRC did custom training, and both he and Kerri had taken Queen’s IRC labour relations courses in the past.

“Everyone in our organization who does something through Queen’s IRC acknowledges its quality,” Kerri said.  “We have never done anything like we’re doing this year in terms of spending money on quality training for this group of experts,” said Kerri.  Previously, they had mainly done internal training.

Queen’s IRC facilitator, Jim Harrison, led the relationship-building program for OSSTF. “The focus for a program like this would normally be on the front-line people who are negotiating and handling grievances,” said Jim. It’s a critical skill for them to be able to have good communication skills, understand common interests, and be able to work well with their colleagues.

“What Bob and Kerri picked up on was that building these kinds of relationship skills also improves internal relationships within the union itself – department to department, individual to individual, employee to management,” said Jim.

Being in the education business, PSC members are exposed to a great deal of professional development, Bob said. “I had a number of people come up to me after the Queen’s IRC session and tell me that it was the most meaningful, useful P.D. they have had – ever!”

Feedback from the committee members about the IRC program was overwhelmingly positive.

Betty-Jo Raddin is a Local president in the Bluewater District School Board, a Protective Services Committee member, and the Vice-Chair of the Negotiations and Implementations Sub-committee. She was able to takeaway lots of key points from the ‘questioning and listening’ section.

“I need to be able to ask the right questions and listen in order to be able to effectively problem solve the situation,” she said. “I need to know what to ask them in order to figure out, is there some way that we can come up with a resolution that could work for both of us?”

“When you’re having a discussion or disagreement and you’re not reaching a resolution on something, often I think we blame the other person instead of looking at ‘what’s the situation?’ What are the situational reasons that they’re unable to agree to what we need them to agree to?”

Betty-Jo appreciated that this training was tailored to a unionized environment because it was very applicable to her situation compared to some of the other outside training she has done.

Dave Weichel has been a chief negotiator with OSSTF for about 18 years. He is a member of the Protective Services Committee, vice chair of Contract Maintenance and Member Protection Sub-committee and still works on a day-to-day basis as a guidance counselor. Dave is in an unusual position, as most of the people who are involved in the PSC are exclusively serving as OSSTF leaders.

“As somebody who still has to deal with school board level development, the Queen’s IRC Relationship Building training was one of the best things I have ever had access to!”

Dave was impressed with the fact that the training was not only in-depth, but also interactive with great opportunities to sit down and participate. “It wasn’t just having someone talk at us for eight hours,” he said. “You really feel like you walk out of there better prepared, with a better toolkit, to go about doing what we do. It was awesome.”

The Queen’s IRC approach includes exercises that allow people to work through real life situations and practice the skills they are learning in a safe environment. While these exercises were sometimes a bit awkward for the OSSTF participants, they were excellent learning experiences.

For the Chair of the Protective Services Committee, Fatima DeJesus, the training was a good refresher on conflict resolution skills. Part of the training focused on learning to step into conflicts rather than running away from them, so you are able to resolve them before they blow up into something bigger.

Fatima is also the president of an educational support staff bargaining unit and early childhood educators bargaining unit. The training made her think about what the other side is feeling and thinking about, which she acknowledges, is something that you often forget. “You’re very focused on what you want as the Local leader, and what’s important to you, but you sometimes lose sight of what’s important to the other side,” she said. “The room was full of experts, but it was quite interesting to hear that a lot of people didn’t always think about what the other side was thinking.”

The questioning and listening section also stood out for Fatima. “I’ve learned to ask the open-ended questions, and I’ll be honest with you, I’ve learned to shut up a little bit and listen a little bit better too!”

Fatima echoes what the post-program evaluations revealed: “It was amazing training. I would have to honestly say probably one of the best training sessions I’ve ever had. If anyone is even considering doing this, then I would absolutely recommend it 100%.”

OSSTF is a union with 60,000 members, 230 job classes, 151 bargaining units and 37 districts. The bargaining units are organized by job class which includes teachers, support staff, custodial, office and clerical staff. Although this training was created for members of the PSC, it was also opened up to Local leaders.

“I sat at a table with Local people,” said Kerri Ferguson. “At my table, no one else had done Provincial office level work. All of them were thrilled with this training. It made them think in ways they’ve never thought before.” Kerri said her tablemates were already planning to use the techniques they were learning as soon as they returned to the office.

Kerri enjoyed the mixture of speaking, writing, thinking and table exercises. “For me personally, I think it validated and gave some language to what I’ve always believed and been trying to do.” It opened her eyes to the fact that things that come naturally to some people don’t necessarily come naturally to others. “I’ve learned what needs to be explained to people (which I just didn’t think needed to be explained) and I have the words to do it.”

Kerri and Bob are full of praise for facilitator Jim Harrison and Queen’s IRC. “Jim was a very dynamic presenter – he went for the entire day and never seemed to lose energy,” said Kerri.

“There was lots of really good material to chew on, and he presented it in a way that kept everybody engaged,” Bob said. “I just can’t say enough about how pleased I am with the way he operates … Of course, I’ve come to expect that from Queen’s IRC.”

As someone who has attended previous Queen’s IRC programs, Bob said he is always impressed with the quality of the training, and this custom session was no exception. “I’m really pleased with the way it went.”

 

For more information on custom training, please visit our website at https://irc.queensu.ca/customized-training  or contact Cathy Sheldrick at cathy.sheldrick@queensu.ca.

Encouraging Collaboration in the Workplace: Lessons from the Government of Alberta

In 2009, the Alberta government's Connie Scott was a trailblazer, a forerunner in a new learning program that would change the way she and her community would look at their work.

Scott, now a manager of HR Strategies in Enterprise and Advanced Education, was in the first cohort of Queen's IRC HR Business Partner Certificate Program, a curriculum custom-designed for the Alberta government.

Scott was one of 25 students from three pilot ministries, and she was immediately struck by the tenor of the facilitators, their expertise and ideas, and their energy in the classroom.

"The instruction was fabulous. Françoise (Morissette) and Gary (Furlong) were amazing. The knowledge and experience they had was so obvious, they were just clearly highly experienced. Françoise was so exuberant, I'll always remember that," Scott said.

"And I loved that we were part of a cohort of people. I loved that I had this brand new network, and it's a network that I still keep in touch with."

Soon after she completed the program, Scott transitioned from Manager , HR Consulting to Manager, HR Strategies. She was able to apply what she learned from the IRC right away.

"It allowed you to think more strategically. You'd ask yourself: how will this or that impact another part of the organization? If you're implementing a workforce plan or a leadership framework or coaching services, you start to think about the business and how it will be accepted and who it will really impact and what's the best way to get it out so it will cut through the clutter," she said.

While Scott's first cohort only included three Alberta ministry HR department's, the new partnership between Alberta Corporate HR and Queen's IRC now enrolls participants from many of the Alberta government's 20-plus HR teams.

The leading-edge curriculum has five interrelated workshops designed to expand HR professionals' capacity to be internal business partners: Foundations for Internal Consulting, Change Management, Building Relationships and Strategic Partnerships, Coaching Skills, and Organizational Design. Other facilitators include former Queen's IRC director Carol Beatty, Sharon Parker, and Brenda Barker Scott.

The goal of the HR Business Partner Certificate program is to enhance the capacity of HR professionals to work as business partners; to develop them into trusted advisors who use the knowledge of business needs, organizational context and HR policy and practices to generate insight and influence decisions.

Barker Scott said she loves to hear stories like Connie Scott's, of HR professionals for whom the IRC training is the basis for a career-long shift in thinking.

"By the time people have been through the program, they've reflected on how they can use the tools, they've experimented, they've practiced," Barker Scott said.

"We've provided a base and a community. But it doesn't stop. We're planting seeds for them. We're tapping into what's already there. And then they return to their bigger HR community and use it. That's what's so gratifying."

Current Queen's IRC Director, Paul Juniper, said that balance of theory and practice, the hands-on experience, are aspects that help set IRC training apart in the world of HR professional development.

"Time and again, the evaluative feedback we receive from our participants is overwhelmingly positive," Juniper said.

"The IRC experience is about learning new ideas, reframing thinking, and acquiring tools and resources to be more effective and efficient in the workplace. Our advanced-level programming challenges participants to thinking critically and more deeply explore ideas and workplace challenges."

Connie Scott said another, subtler advantage of the IRC program is that it encourages collaboration, a central and oft-repeated focus of the Alberta government.

"Participants from my cohort still call me and ask: 'What would do you if…? And that's important, because collaboration is tough. Are you sharing information? Are you talking to one another? Are you literally sharing your resources? Programs like this help us to be a more collaborative organization," she said.

Connie Scott's favourite module was Building Relationships and Strategic Partnerships.

"Even if that's all you took, you'd have the tools to build your network, to consider how people interrelate, how to manage conflict, how people communicate," she said.

"Even how we 'sell' our service has changed in part because of this training. We're more diligent in how we develop our community. We now have HR consultants at leadership meetings. And they're not just there for the sake of being there; they're engaged, they're adding value."

Changing the HR Mindset from Transactional to Strategic: Lessons from the Government of Alberta

 Lessons from the Government of Alberta

For the Alberta government's Pauline Melnyk, the Queen's IRC HR Business Partner Certificate Program couldn't have come at a better time.

Melnyk was helping design a cumulative effects management system (CEMS) for her department, Alberta Environment and Sustainable Resource Development. As part of the system, which designs programs and processes based on the cumulative effects of development on the environment, the department itself needed to review its organizational design.

Melynk enrolled in the inaugural program hosted by the departments of Environment, Energy, and Advanced Education and Technology, and immediately saw how she could apply what she learned to the CEMS project.

"It was so timely," said Melnyk, an organizational learning and effectiveness consultant. "When we were learning about the IRC's Blueprint for Organizational Effectiveness that very much came to the forefront in my learning about what the CEMS system looks like.

"Because of the IRC program, I was able to ask more poignant questions, and dig deeper."

Melynk began working more deeply with a program called Partners in Resource Excellence, a novel approach for working with industry and building relationships with stakeholders to achieve better and more meaningful compliance with standards without resorting to regulatory tools.

"I specifically developed that project as a partnership model, delved deep into what we were learning in that area, and how we could transmit it across the organization," Melnyk said.

"And the IRC course helped cement that. It gave me legitimacy to test the models, and to challenge the process."

Participants in these IRC custom programs come from many of the Alberta government's 20-plus ministry HR departments.

The leading-edge curriculum has five interrelated workshops designed to expand HR professionals' capacity to be internal business partners: Foundations for Internal Consulting, Change Management, Building Relationships and Strategic Partnerships, Coaching Skills, and Organizational Design. Facilitators include former Queen's IRC director Carol Beatty, Sharon Parker, Gary Furlong, Francoise Morissette, and Brenda Barker Scott.

The goal of the HR Business Partner Certificate program is to enhance the capacity of HR professionals to work as business partners; to develop them into trusted advisors who use the knowledge of business needs, organizational context and HR policy and practices to generate insight and influence decisions.

Stephanie Noel, Business Development Manager at Queen's IRC, said leading edge organizations now receive the added value of HR operating at a strategic level.

"The Queen's IRC certificate series has been designed and developed to help prepare and transition HR professionals to become true internal business consultants," she said.

Current Queen's IRC Director Paul Juniper said senior leaders in organizations are increasingly calling on HR professionals to provide advice on organizational strategy.

"When the HR function is deeply embedded in an organization, HR professionals require not only a high level of technical skills and knowledge, but also business acumen and an in-depth understanding of their corporate strategy and design," he said.

"HR business partners, then, have the necessary skill sets to align HR strategy with organizational strategy, to think holistically and systemically, and to leverage the organization's human capital to maximize productivity and profitability."

Beyond the big-picture benefits, Melnyk said she loved the IRC facilitators' approach in the classroom.

"The beauty of it all is the experiential way of learning. I'll always remember that (the facilitators) used a blind square exercise, and the tool was to show that without information and without communication, you can't reach the other side of the square. You have to go back and then someone else has to try," Melnyk said.

"That was really valuable, but there were so many other neat components. We used clay, mind-mapping, story-weaving. It was so, so engaging. The days were long and challenging, no question, but they were chunked out in the right way."

Furlong, a long-time IRC facilitator, said the goal of the Building Relationships and Strategic Partnerships module was to give all participants a roadmap, a model for creating and sustaining effective partnerships and relationships.

"The course is a step-by-step field guide to putting an effective structure in place, one that will support people working effectively together for a long time."

Furlong said that when most people engage with other groups, they use a "Hope for" approach – they "Hope for" a good group of people who work well together. "Sometimes this happens, many times it doesn't. This workshop gives anyone tasked with making relationships work effectively a clear roadmap for delivering that."

Melnyk said she's encouraged that the Alberta government's HR community has invested in the IRC certificate program series.

"It says to me that they're headed in the right direction. It's such a solid set of tools for folks to use in the emerging world, and from changing the HR mindset from transactional to strategic," she said.

"We can complain that our partners aren't ready for us, but they need our guidance and our advice. And you need to approach it in a way that helps your partners feel strong. Regular practices don't help you have that conversation in that way. That's one key in this course; it changes the conversation."

"I saw a lot of my colleagues in the program grow. I think it gave them confidence. It sure gave me confidence to do it all."

Becoming a Trusted Strategic Business Partner: Lessons from the Government of Alberta

Graduates of the HR Business Partner Program, Dec 4-6, 2012, Edmonton Alberta
Graduates of the HR Business Partner Program (Series 3), December 2012, Edmonton, AB.

In 2008, when Mary Jefferies first consulted with Queen's IRC to build a new program that would enhance the Alberta government HR professionals' ability to be true business partners, she was not motivated by an industry trend, or faddishness.

The changing business of the Alberta government and of her department — then called Alberta Environment — demanded it.

"Our work was increasingly being seen on the international stage, whether it was in oilsands or in conservation. And we were being challenged to work in a more collaborative, more networked, more interactive way," said Jefferies, now an organizational culture expert in the Alberta government's Environment and Sustainable Resource Development department.

"We needed to give people capacity for systems thinking, facilitation, learning, and organizational development. We needed to respond to changes in the business, and in the expectations of senior leaders. We needed to think about emerging competencies in the workforce, talent management, and leadership development.

"And so we asked: What are the capabilities we need to be trusted strategic business partners? How do we get there?"

Jefferies knew precisely where to turn for the answers: to Queen's IRC and to Brenda Barker Scott, with whom Jefferies had previously worked on an organization design project.

The Queen's IRC team, including Barker Scott and Stephanie Noel, the IRC's business development manager, were up for the challenge to develop an HR Business Partner program, first for Jefferies' department and collaborating departments of Energy and Advanced Education and Technology, and then for the Alberta government's HR community as a whole. Participants now come from many of the Alberta government's 18-plus ministry HR departments.

The leading-edge curriculum has five interrelated workshops designed to expand HR professionals' capacity to be internal business partners: Foundations for Internal Consulting, Change Management, Building Relationships and Strategic Partnerships, Coaching Skills, and Organizational Design. Other facilitators include former Queen's IRC director Carol Beatty, Sharon Parker, Gary Furlong, and Francoise Morissette.

The goal of the HR Business Partner Certificate program is to enhance the capacity of HR professionals to work as business partners; to develop them into trusted advisors who use the knowledge of business needs, organizational context and HR policy and practices to generate insight and influence decisions. For example, the internal consulting workshop — about which Jefferies still raves — teaches a skills process, which shows participants how to diagnose challenges, collect and analyze data, design options and implement solutions.

For her part, Barker Scott credits the Alberta HR community for its foresight, and for recognizing that HR professionals need to bring thoughtfulness and a strategic perspective to their work.

"A true business partner is someone who brings strong depth and skills so they can facilitate change, so they can get good results from their knowledge of the business, so they can get really good energy and participation from their partners," Barker Scott said.

Current Queen's IRC Director, Paul Juniper, said his Centre custom-designs programs for clients like the Alberta government, a key differentiator in a crowded marketplace of HR professional development.

"The IRC's programming is unique. Programs are designed specially for practitioners, adhering to adult learning principles and practices. Our facilitators are subject matter experts who draw on their own professional experiences, while weaving academic theory and key concepts into the program content. Each program incorporates a variety of learning strategies, including exercises that allow time to reflect on and apply the concepts learned in the classroom," said Juniper.

"This experiential learning is a fundamental component of the IRC's programming; it ensures opportunities for dialogue, discussion, and debate, so that participants can network with and learn from each other. The IRC has a long tradition of excellence and strives to ensure that our programs are relevant, practical, and provide the kind of learning that participants need to address their own workplace challenges."

The result of that learning, Jefferies said, is clear: HR professionals who can better navigate increasingly complex situations.

The change Jefferies has seen in participants conjures to her a favourite quote — "A mind once stretched never returns to its original dimensions" — and a familiar acronym: VUCA.

"If you think about VUCA — about volatility, uncertainty, complexity, and ambiguity — what we need in the HR world is the vision in the volatility, the understanding we can shape in the uncertainty, the clarity in the complexity, and the actions we can take in the ambiguity," Jefferies said.

"To me, that is how you add value."

For Juniper, the HR Business Partner program is about showing HR practitioners how to move beyond the traditional HR roles, and enlarge their perspectives on what the work is, and what it can be.

"HR professionals have become an integral part of HR management strategy. The IRC is proud to help HR practitioners gain the knowledge and skills they need to be successful in their roles."

Training Employees is Key to Effective Union-Management Relationships

Queen's University in Kingston, ONFor practitioners in Queen’s University’s Human Resources (HR) department, the past two years have brought about a number of changes in the way they do their jobs. Two years ago, there were four union contracts at the University, and today, the tenth contract is being negotiated. With about 80% of the University’s employees now unionized, Al Orth, Associate Vice-Principal (Human Resources) at Queen’s University, says the environment has changed significantly. The University had to think ahead about how it was going to support its employees in this new world. “For the vast majority of our supervisors and managers, managing in a unionized environment will be a new experience,” Al says.

Al immediately saw the importance of investing in training for the front-line workers who will be dealing with the application of the collective agreements on a daily basis. “It is important that we, as an institution, provide this kind of background, and train individuals in these key management and supervisory roles to continue to build positive employee relations.”

With the goal of achieving a respectful and productive work environment, the Queen’s HR department reached out to one of the University’s own Centres, the Industrial Relations Centre (IRC), to provide training for the University’s supervisors and managers. Al was familiar with the IRC’s programs, including the Managing Unionized Environments (MUE) program, and says choosing the IRC to provide the training was a natural partnership.

Queen’s IRC Director, Paul Juniper, says that the IRC is very happy to be working with Queen’s HR on this university-wide initiative. “Our commitment to adult learning principles and skill-based training is recognized across Canada and now, in Kingston, at our home institution. The opportunity to work with HR professionals is why the IRC exists, so it is particularly pleasing for us to work at home with Queen’s HR.”

In August 2012, the IRC ran four, two-day custom versions of its Managing Unionized Environments program for University staff. Additional programs for December 2012, January 2013, and February 2013 were then added. The unique program is facilitated by Gary Furlong, a mediator who has spent many years teaching collective bargaining to union, management, and joint union-management teams. He has often been asked to help rebuild union-management relationships that have broken down, and knows first-hand why an effective union management relationship is so critical to an organization.

“One of the key reasons for that breakdown is a lack of understanding of what an effective union-management relationship is, how the collective agreement operates, and even what the collective agreement says.” Developing the skills to manage this relationship is key to creating a strong, effective work environment, according to Gary.

In the program, Gary emphasizes the critical relationship between front-line leadership in management and front-line union representation.

“The IRC’s approach to labour relations is rooted in a philosophy of strong collaboration, combined with a set of practical skills and tools that all front-line leaders can apply immediately in many day-to-day situations,” says Gary. “This collaborative approach fits the academic and collegial culture of an institution like Queen’s very effectively.”

While the MUE program is typically offered as an open-enrollment program, the University chose to have a custom program so that the content could be tailored to its specific needs. Stephanie Noel, Queen’s IRC Business Development Manager, works with clients to design content. “When we design a custom program in-house, we are able to identify the top two or three organizational hotspots in addition to the content we deliver with every MUE public program.” Stephanie says that Queen’s IRC considers both the management and union perspectives, and then creates specific scenarios to teach participants the best way to approach the key issues in the organization.

Both Paul and Stephanie feel that this approach delivers high value for an organization like Queen’s University.

Al agrees, and is pleased that the custom program allowed the University to bring very current and relevant information to its employees. “It’s a unique program because it provides both management and union perspectives. There’s no other program like that, so we are fortunate to be able to provide that type of training to our supervisors and managers.”

Al said that, going into the training, many managers and supervisors hadn’t had any exposure to unions, and they were unsure of how things would change. “It helped them to better understand union-management relations, showed that they can work, and how they can work positively.” Participants learned that the relationship doesn’t need to change. “They still need to practice good HR skills, and it can still be an environment that is founded on positive employee relations.”

Participants with all levels of experience are able to benefit from this training. “For a newer supervisor or manager, the understanding of how a collective agreement operates and how human rights work in the workplace were seen to be very helpful,” says Gary. “For more experienced supervisors and managers, the focus on performance management, along with the more advanced discipline handling skills is high value. Overall, however, demystifying the union presence and union relationship was welcomed by all participants.”

Valerie Bartlett, Resources and Communications Officer in the Department of Medicine at Queen’s, felt like she learned a lot from the MUE program. “It has shown me the shift from a confrontational relationship to a true partnership.”

Shannon Hill, Learning and Development Specialist with Queen’s HR, also noted the valuable opportunity to meet colleagues from other departments. “It is great for networking, and also provides us with colleagues we can call when we need some help, and to share best practices.”

Gary is pleased to help the University create a smooth transition to high-quality union relations. He offers some advice for labour relations professionals who are new to managing in a unionized workplace.

  1. Read the Collective agreement – First and foremost, read, understand, and don’t be afraid of the Collective Agreement. It is framework that helps to define and support the working relationship of both parties. When seen as a way to ensure both the fair protection of employee rights along with helping deliver a productive and effective working relationship, a unionized environment can be a strong enabler of success. If management sees the union as a resource to help build a strong workplace, and if the union sees management as a critical leadership role helping build a successful organization, both parties will thrive.
  2. Train your leaders – Take the time and effort to train front-line leadership on both sides, management and union. Enable and support the success of the front-line leadership, and the organization will thrive.

In 2012, the IRC delivered five, custom MUE programs for Queen’s University, with approximately 150 participants in total. With more programs scheduled for 2013, the IRC is pleased to offer this exceptional learning experience to many more Queen’s supervisors and managers.

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