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Its fun to be anticipating one of the brightest stars in the world of business this afternoon at the SHRM conference.  As a Brit I do have memories of his growing empire, which started with a simple student magazine and moved into music via a record label and record stores, all under the now ubiquitous Virgin brand.

But Branson is more than a businessman; he is a veritable dare-devil, having popularized extreme activities like flying around the world in a hot air balloon.  Branson epitomizes that can-do spirit, for example he always bounced back when some risky sporting activity or another failed, as it did now and then. He seems to have the belief that failure is never an option.  When I think of him I think of the values statement of the best client I ever had, Liechtenstein-based Hilti Group:  it includes the word courage.  At Hilti, working without courage will severely limit your career and can get you fired, such is its importance to them, and this is one of the reasons they are so successful. Branson has lived his entire life with courage.  I feel sure that this is far more important to him than the amount of money he has collected to make him one of the richest men in theUK.

Branson’s Virgin brand includes an incredible 400 companies, including transportation such as the airline Virgin Atlantic, which I have never flown, and Virgin Trains, on which I have traveled, very comfortably.  Branson took an old and curvy train line from London to Glasgow and used state of the art Italian designed trains called Pendolino (meaning the “hanging” one), which can lean over when going through these curves without slowing down;  the result is a much faster ride to cities in the north of England and beyond.  It is typical Branson innovation.

I’m looking forward to what he has to say about the future; his home country is in the grip of a deep retrenchment of its profligate spending ways and is surrounded by a Europe not in much better shape.  Oil prices hammer his airline and its competition.  Its an interesting time to be hearing his thoughts.

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Well I am all geared up for SHRM’s annual extravaganza, which promises to be quite amazing this year.  Why is that?  Last year in my home town of San Diego we were pleased to welcome some 11,000 SHRM people.  This year, 13,500 will be coming to the Vegas event.  OK a better economy helps, but Vegas and 103 degrees versus the cool and relaxing temperatures we gave 11,000 of you last year?  Right, we dont have the roulette wheels (not downtown anyway), the craps tables….we dont have the “what ever happens in San Diego stays…..” etc.  I know, I know.

Vegas temperatures start later today for me after my flight lands there…but that’s not the reason I am already getting heated up for SHRM11.  First of all the annual conference is a blast, which I detailed last year as a proud member of the Blog Squad.  But not only that, I just received a SHRM e-mail with details of their new HR survey, and it stated that employee engagement was #1 on the list of HR challenges in the next 3-5 years (see slide 9).  So far, so very VERY good.  But the thing that got my blood well over 98.6 was this:

When asked how they measured engagement, 71% said:  employee exit interviews

Excuse me?  You ask people who are leaving about engagement and depend on that to know what is happening?  Where did you learn such a….sophisticated…methodology for measuring engagement?  Don’t you know that people who leave might have had a different level of engagement than those who stay, and that’s why they leave?  A v-e-r-y different level?

OK thats bad, very very bad, but maybe there are as many people who use something more..scientific?  Lets take a closer look:  #2 method, used by 65% of respondents, was: employee retention levels.

At this point I am starting to reach Vegas temperature levels and I am still in cool San Diego.

You look at how many people have stayed with your company to see how many are engaged?  But…but…what if they just stayed because there was nowhere else to work?   What if they were a teacher with tenure just cruising through to retirement, having already “retired on the job”? Or what if they had found a safe and lazy and very unproductive way to work without being seen (like the guy in the Dilbert cartoon who is always carrying a coffee cup)?

Just as I was about to check myself into the local cardiac care unit, I found out that, finally, there are some people who know what to do:  43% and 40% respectively reported that they used outside vendor surveys or did their own.   Some sense at last.  The survey, when done well, is unequalled as a method of measuring engagement, and knowing whether and where to change course or to stay on course in an organization.  Its incredible to me that 50% more organizations use the methods of exit interviews and retention rates over a survey.   It might be cheaper but quite honestly, the data is almost worthless.

That’s my opinion.  If you feel the same or quite differently, I want to hear from you.  Comment here or find me at SHRM and let me know!  I’d love to hear what you have to say.

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Note: this is the third in a series of posts on happiness at work. See #1 here and #2 here. For iOpener’s blog, where you can find a longer version of the discussion, please go here.

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It has been quite a wild week trying to advance the progess of my second book, while fielding some deliciously challenging questions and comments from the people at iOpener, an organization dedicated to Happiness at Work and based in Oxford, England. I have learned a lot about their approach, and I think perhaps they have learned a bit about engagement. In the end we have a lot in common, which is a big point in itself. One of the biggest things I took away from the discussion is that the happiness at work people are filling a very important need which we in employee engagement tend to neglect: helping people to be able to engage. We talk a lot about what we can do to create the environment in which people want to, choose to, engage. But whether they do or not is sort of inside the black box of the human psyche. We know that personality is involved, which doesnt make for a good outcome if we hire the wrong person who is incapable of engaging: good luck on changing a personality, right? But there are also skills, there are mindsets, which iOpener rightly points out we need in order to fully engage. This means that we can increase the chances of engagement by training people to have a particular mindset, and I for one am all in favor of that. Having said that, I do not agree, as you will see below, that happiness is a breakthorugh of the order of sliced bread or color TV. In some ways the happiness people talk as if they have re-invented and replaced engagement and its performance correlates….but have they really? They say a person can be engaged, even fully engaged, but miserable and wanting to leave. That that person needs to be happy as well, to be fully engaged. But my understanding of engagement includes a strong positive emotional connection above all else, to the organization, to one’s boss, to co-workers, to the job itself. Absent that, a person can perform but in a sort of empty, emotionless way which does not, for me, indicate full engagement. Wanting to leave, how engaged can you be? Not very, in my view. I am including my conversation with iOpener’s Dr. Simon Lutterbie below so you can see how we went back and forward and how I countered the idea that engagement is just re-packaged high performance. Anyone who knows me will guess that I did not take that comment lightly!  Here is what we said, with Lutterbie’s comments in italics:
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Simon this conversation gets more and more interesting.  Don’t worry at all about being  “controversial”, I think that is the way that knowledge moves forward, don’t  you?  As long as people listen to each other, of course!  And as I listen I begin to understand what you guys are all about and how it relates to engagement and other things.  Please also refer to what I said yesterday to Jessica on my own blog, which is that I am not an apologist or evangelist for engagement, have teased people in the field  quite a bit, and enjoy doing so (they respond in kind, all part of the fun).  It has more than a few shortcomings….like most approaches do.   There is more than one path to God and more than one path to an  engaged…or happy… workforce!

OK let me go with your format of quoting me then commenting.  Here is what you said:

What we are interested in is the mindset that make employees feel motivated to excel at their jobs,  gives them the energy and enthusiasm to perform at their best, and the resilience to overcome challenges.

 This is very important, and in the employee engagement (EE) field it is often overlooked.   There is a sense among EE practitioners that as long as conditions are right at work, then people will engage, but this is not true.  I have mentioned to you that personality is a big factor, and while I do see some people working on this, there aren’t enough.  Personality is hard or  impossible to change of course, so that has some extreme hiring implications.  So I believe that we need more of what you are doing, to give people the skills they need to be happy at work, to engage, whatever we call it.  My only question here is the age old one of nature vs. nurture:  what % of a person’s ability to engage/be happy at work is nature and what % nurture.  You muddy the waters a bit with your piece on DNA and seem to move the argument back to nature!   But like you, I do think people can change,  even when their DNA points them in one direction.

Component 2 is a feeling state. It occurs when the worker feels good, motivated, energetic, and enthusiastic. Component 2 is none other than happiness at work!  Engagement may be an acting state, but it  requires a feeling state. You can create the conditions for engagement, and you can give an employee all the resources they need to fully engage. But unless  that employee is happy at work, the employee may not choose to engage.

 I had said that when conditions are right at work, then people can make the choice to engage (“Component  2”).  What I didn’t say there, because I was not attempting to discuss the full blown psychology of engagement, was  that there is an intermediate step, and that is an emotional one, or “feeling  state”.  Cary and I did this is in our book though, where we explained that when the “psycho-social” conditions are right at work (everything from the physical environment to how your boss treats you and much much more), then people experience a sense of high morale (or “well being”) which then translates into the behaviors we now call engagement.  So now you can see the feeling state more clearly in this model, the emotional connection.  One of the most critical conditions we are talking about here, confirmed by much research, is the boss-worker relationship.  This has been tagged at  explaining more than 80% of the variance in the engagement level of workers, an amazing number.  So the emotional connection we feel is in relationship, not just to the job itself but to the people we are with day in and day out and how we are treated by them.  Now here is where we start to disagree:  Component 2 is not just a feeling state, far  from it!  People react to the conditions at work with a feeling state, but the conditions at work are the crucial driver of that feeling state;   those myriad conditions include the boss, but also all those pesky HR things like performance reviews (yuk!) and incentive pay programs, etc.  Morale and EE practitioners and consultants like me are very involved in those conditions at work, sometimes referred to under the useful heading of corporate culture (“the way we do things”).  With 80% plus of an individual’s engagement at work depending on that key boss-worker relationship, we had better see where the good and bad bosses are, and move actively to decrease the number of the latter and increase the former, and this we begin to do through the extraordinarily powerful methodology of surveys.

And when someone works to build engagement, they’re really just working to build high performance.  Which is great. But it implies that  ngagement isn’t a unique approach, it’s  just another name for what people have been doing for years.  

Oh Simon methinks you have just been “hoist with your own petard” as our own Will Shakespeare said.  I am not denying it for engagement, since I have made the same exact comments about it.   In other words,  engagement took the decades-long concept of morale, added some nice flavoring,  microwaved it and served it up as fresh!  But the same could be said for you guys:  your definitions of happiness at work are essentially what people have been saying for a long time represent the engaged worker.  The exact list which you cite for high performance is what you aim for, right?  So you have taken high performance or engagement and re-packaged it as  “happiness at work”.   You are teaching people to be “engaged”…which as I said before is a great thing and very necessary.  Look I am old enough and have been in this business long enough that there is not much new under the sun.  This happens all the time.  Engagement happens to be a word which excites people, they can use it easier than orale (she is “engaged” but not she is “moraled”), they can use it about customers, not just employees etc.  Having said this I will say that I think engagement (like happiness at work, as you describe it) goes beyond performance because it has a strong positive emotional component.   So I would disagree that engagement is simply performance, because for me, engagement means you are emotionally connected in a positive way and that is one of the reasons, perhaps the main reason, you perform so above and beyond. As you would say, you are happy. As Jessica said on my blog yesterday, she knows CEOs who are “engaged” but are miserable.  I would not really define them as engaged, I would say they perform, that’s ll.  The level of performance I am talking about simply isn’t possible when you have one foot out the door.  OK maybe for a very short time, but this is a burn out situation which I have seen several times.

So, food for thought right?  I returned your controversial (and somewhat correct!) statement with one of my own.  But I like the tone of this conversation Simon, and appreciate it. This is also very useful for a writer and consultant like me, because it sharpens and clarifies the arguments for and against key things in my field.

best to you,  David

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Like a lot of people I am excited to be going to SHRM’s annual conference and exhibition this year in Las Vegas, Nevada and to have a chance to blog from there as I did last year. With so many sessions, I have to focus, which is easy for me with my field of interest and the way the sessions are organized. So I can take in morale and engagement all day long, meet some of the great presenters, take their pictures and blog about their offerings. Having said that I want to make a plea for some breakthroughs this year, in that we need to go beyond the meat and potatoes stuff which has been done so many times. Let’s see if some of the speakers can reach down into their creative psyches to come up with answers to questions which this part of HR and general management needs to answer. Here are some of those which come to mind:

–we think of the US as a very open society in many ways, which is a basic building block for worker engagement; yet we only have average engagement levels according to most who measure this…..why is this?
–the UK is even worse, its engagement levels were recently described by my former employer, HayGroup, as “the worst in Europe”….why is this? Is this a sign that social class issues have a big effect on worker engagement potential in a given society? Do other societal and national cultural factors have a big effect on engagement of workers?
–even if there are societal factors which affect engagement, can universally applicable activities create work environments in which workers choose to engage at high levels, almost no matter the society in which those workers live and work?
–we have heard a lot about “happiness at work” lately; some even say we need that instead of engagement. But is “happiness” enough? Can you prove that it drives performance more than engagement? What happens when the “happy” worker meets the boss from hell?
–executive compensation levels, especially in the US, are back at strastopheric levels. Does your organziation consider this when it approaches worker morale and engagement, like Whole Foods and BMW do? Does your CEO truly get “paid for performance” like the rest of the workforce? What impacts do these things have on engagement levels and if so, what can be/is being done?
–trends in engagement are very tricky to tie down, with big differences between the “big guns” of research and consulting in this field, such as Gallup and TowersWatson. Does this mean that they each define engagement differently, and if so how do we deal with this?
–if we cannot agree on engagement’s definition (see above) how can we convince leaders to go to work enhancing the conditions to bring it about?
–similarly why do organizations still compare themselves with outside morale or engagement “norms”, given the big differences in those norms from one consultant to the next?
–there is a tendency for some people with specific skills in the morale and employee engagement (EE) business to think that they alone have the skill-set to handle things in this field; the internal communications people, the psychologists, the HR specialists, and so on. Is this one reason for all the differences in EE definitions, questionnaires and trend data? What skill or skill mix works best for those who are involved in this field?
–how does individual personality affect engagement? You can create the best work environment in the world…but some still will not engage. This is a personality issue, and we need to know much more about it so that we can avoid hiring such people and deal with the ones we inadvertantly hired.

I’d love to see our SHRM11 morale and engagement presenters cover these and other key questions. They dont have to tell us that engagement goes up when people are treated well at work; that first line managers are the key to engagement; or that morale and EE drive performance, all of which we have known for some time. Let’s go beyond the basics to see some new things, which people can really take home and use. I’ll be there asking these questions and more….and I hope to meet you if these are your interests. Contact me through this blog or on Twitter and add more question topics if you want….I’d love to hear them and can ask them for you if you cant make it to Vegas.

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When I went to the SHRM Annual Conference last year as a proud member of the 2010 Blog Squad, I was the only one who was not actively using Twitter. Some of the people there were incredulous (but not those on the Squad, they were nothing but friendly), and some who didn’t make it onto the Squad were a bit peeved that a person who did not use Twitter….can you believe it?…made the Squad in the first place. Not so Jessica Merrill, Goddess of social media and especially Twitter, and author of Twitter for Business (highly recommended by the way). Jessica perhaps felt a bit sorry for me…being out in the cold and all that….but that wasn’t her motivation to give me a complimentary copy of her book at the end of the Conference, which she kindly did. That was simply to bring another person into something which she believed in and felt passionately about. I read the book right away and loved it, but it has taken me almost a year to get around to it (my excuse is that I am busy writing a new book). In any case here I am and I am going to go for it. Its not easy being starting with just one follower…but at some point everyone has been there. In fact I just picked up two more in the last hour…including SHRM’s multitasking social media guru and the man who picked me last year for the Blog Squad, Curtis Midkiff. OK, off and running and totally excited about it, and waiting now, breathlessly, for SHRM11 to start and the Tweetup to take place! Like with bacon and eggs, the chickens were involved but the pig was committed: I am committed to Twitter (but with a better outcome). Follow me and my Tweets by clicking below. I’ll have updates about the new book, ideas I am working on for new blog posts, and pleas for help with ideas for just about everything I do. I am a voracious consumer of information, especially as it relates to my passions of worker morale and engagement. Contact me here or….yes now I can say it…on Twitter. Glad to be there.

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Just like last year I will be headed to the SHRM’s 2011 Conference in Las Vegas,  Nevada on June 25th.  I am excited about the conference because last year’s was so great.  I will be following the sessions on morale and engagement to see what everyone has to say and find out what new ideas are percolating “out there”.  I will also blog after the keynotes from Sir Richard Branson (pause for tiny feeling of pride for my fellow Brit), Arianna Huffington (must brush up on my Greek) and Michael J Fox (my hero, I am sure many peoples’ hero, cant wait to hear and see him).  Oh yes the Zappos guy Tony Hseih will be a must-see, given his success and cutting edge management ideas.

Last year SHRM had a special focus on military returnees from the Middle East trying to get back into the workforce and some fantastic speakers, who knocked the ball out of the park with their emotional comments on that topic.  That will also be a feature this year and I am excited to find out what else will tug on the heart strings and stimulate the cortex.

One of the best things about SHRM is the unplanned encounters of great people from all over the world, all HR enthusiasts busting their behinds somewhere, trying to make their work places great, like the rest of us.  Fortunately, despite the reputation of Vegas as “Lost Wages”,  I am not at all tempted by the crap tables:  my casino was the stock market and the 2008 Crash cured me even of that, so my attention will be all business, plus the Keith Urban concert of course.  If you wanted to be at SHRM11 and cannot be, let me know and perhaps I can write about something which interests you?  If you will be there, let me know!

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