Assignment #2:Leadership System Kevin Hayes Sandermoen School of Business, University of Fredericton EMBA 7031: Strategic Operations Planning (C202210b) Dr. John Latham December 5, 2022 1 Purpose and Requirements Conway Consulting is a sales and mindset training company. The vision is to improve the human experience by making mindset study and mentorship essential. The values that support the vision include faith in the unseen, extraordinary service, agility and speed in creativity, decision-making and implementation of ideas, high standards, direct/honest/loving communication, order and integrity. The organization serves the global market of entrepreneurs and high-ticket salespeople. The purpose of the leadership system is to create infrastructure within Conway Consulting that supports the Criteria for Performance Excellent (CPE). Table 1 describes the CPE criteria to help the leadership team create a high performing customer acquisition model, develop sustainability systems, and to develop high performance leaders within the company. Conway's business is profitable and growing because of the caliber of talent that contributes to all parts of the organization. The leadership system's infrastructure will identify and develop more high-performance leaders within the company. Table 1 Criteria for Performance (CPE) CPE Conway Action Items ● Create a high performing customer acquisition model. ● Develop systems leadership model to address revenue and customer growth ● Identify and develop upcoming leaders ● Measure effectiveness of stakeholder (internal/external) satisfaction ● Align growth plans more directly and values with between company and employee ● Identify pathways for feedback mechanisms and loops around performance The Best Leadership System According to Latham (Latham, 2013, p. 12) There is some consensus on what makes a successful leader in a company; however, there is little to no agreement on the best leadership system approach for the organization. Therefore, the other purpose of this paper is to provide Conway Consulting's leadership team with a framework to align the vision, values, and stakeholder values that will provide sustainability and durability in the company's context. The leadership system's purpose is an approach that integrates into other managerial systems by delivering outputs and receiving inputs. This systems approach to leading the company will 2 provide an environment where all of Conway’s employees, partners, customers, suppliers and all key stakeholders can operate in a manner that reflects our vision and key values. Information & Knowledge System Conway Consulting has a consumer buyers journey that spans over six months before a product. Understanding this information impacts how salespeople, our creative teams, and the leadership team looks at revenue goals and customer growth targets. The nature of the information and knowledge system for Conway Consulting includes creating data-gathering systems (automated) that focus on consumer buying activities. The data gathering system includes client acquisition data from customer relationship management (CRM). CRM is an automated system that includes sales, email, marketing, and social media activities. From lead generation to the lifetime value of a client to marketing activities, the data from this system needs to be analyzed and inputted into the leadership system to inform the output of the strategic direction. Dashboards and automation in the data collection and reporting, along with the human analysis of the information, will result in a system that has enabled leaders and managers to perform more accurate analyses. This goal of the system will provide the accurate and required information to the leadership team with minimal effort and cost (Latham, 2016) Creative System The information knowledge systems create bookends for more innovative systems to work within. The creative systems at Conway lay within the marketing and product systems that manage and execute the lead generation revenue acquisition and client acquisition pieces. The standardization of customer acquisition is reasonably low from a creative standpoint. The information system provides data-backed information on what external environment offers higher quality leads, but the marketing systems can mobilize around creative solutions. Although the creative system has latitude, the system still feeds into the leadership system's values framework and vision. The KPIs required from a creative system are outputs of the leadership system and provide minimal, but still present, structure for the creative systems to operate in. This means that at Conway Consulting, the quality of client-facing marketing activities, such as advertising and live events, must adhere to the vision and values of the company. Bespoke Flexibility is going to be paramount to the circumstances of the clients who are having financial difficulty. Conway's preferred payment methods are a structured payment plan (PP) or 3 having our services paid in full (PIF). However, there are occasions when clients cannot afford the payment plan they want to purchase. Hence, leadership systems allow the financing credit teams to create custom payment systems with some parameters around delinquency and payment frequency. Theories and Concepts Servant Leadership The primary tenant of servant leadership is that the manager or leader's role is to serve their employees and empower them to create more synergy between clients, employees, and managers (Kenton, 2022). In addition, servant leadership prioritizes integrity and shows morality, and invests in personal relationships with employees at other company stakeholders (Canavesi & Minelli, 2022). This leadership approach drives increased employee engagement, team cohesion, positive culture, and better performance in high-pressure environments (Canavesi & Minelli, 2022). Fiedler's Contingency Model of Leadership Effectiveness A complementary leadership support system to servant leadership is Fiedler's Contingency Theory. Fiedler's theory contains two leadership styles - relations-oriented and taskorientated (Hill, 1969). The relations-orientated leader in this model is very concerned with rating high team synergy to achieve goals. This leadership model in Fiedler's theory is vital to Conway Consulting because of the company's global employee base. Extra emphasis is required to ensure relationships stay strong and relevant without physical presence. The second component of Fiedler's contingency model is the task-orientated leader. As a relatively new company, the execution of tasks are essential. A task-orientated leadership style will leverage their ability to organize and execute ass to achieve the company's goals and targets (Asana, 2022). Transformational leadership Transformational leadership empowers employees to update and implement the necessary changes to help the company succeed and reach its goals . This leadership style has shown that employees are far more satisfied in many organizations when they have transformational leaders and that their commitment to the company is increased (White, 2018). Conway Consulting aims to create a leadership structure that allows employees to operate in their genius zone. Giving 4 employees at Conway Consulting the autonomy to achieve their goals as they see fit aligns with the company's values and is required to produce higher outputs and more satisfied employees. Inspiring Examples K&N Management A key characteristic of the knowledge management system concerning leadership systems is the precision of the data collection. First, there is a definition around the required data, nothing more than the necessary data collection. Then, that information integrates into measurement and analysis tools. Lastly, there are crystal clear parameters on how to read that data in the context of what is important to the organization (K&N Reference p 21). Clarity on data collection systems is critical to ongoing optimization at Conway Consulting. Conway's biggest challenge is identifying what data is important to collect, what data is not required, and how to align the data to the organizational goals. K&N management has determined what data they need. In addition, they have invested in data systems that collect and store the data. The last piece is that K&N is constantly benchmarking against itself and the industry. (Page 21). This benchmarking is an output of the listening systems, data systems, and competitor analysis systems that provides significant Input into the leadership systems that impact strategy and feedback loops. In addition, this whole system of collecting and analyzing data provides inputs into the larger leadership system around performance metrics. Lastly, K&N has specific reporting mechanisms that compile and collect information into a single, concise report that can be generated and delivered to various management teams. This reporting system allows clear communication on performance measures and standard and reliable metrics. There's also automated reporting, a system that will enable each store to generate its own reports without causing any burden on the human resources within the organization and within each store. Conway Consulting will develop its data collection system and other supporting systems - competitors listening systems, internal listening systems, and data reporting systems. This systems approach to data collection and analysis will allow the leadership system to take inputs and enable senior leaders to access better information for strategy development. GBMC HealthCare - Greater Baltimore Medical Center From a leadership systems lens, the communication systems in GBMC have a sturdy system for creating clarity and ownership throughout all levels of the organization. The typical 5 approach to this organization's entire system is the Plan, Do, Study, Act framework. With the communications process, clear goals become identified as the first step, and then the responsibility for those goals is assigned to specific stakeholders. Groups are assigned Communications for internal and external communications, which clearly outline the purpose of communications, key customers, and frequency. One of the components of the system is communications delivery in an effective and timely manner. This simple criterion is the operation of a system that impacts other systems in the organization. Critical information such as hospital updates, client load, or other emergent medical communications have a vital time and clarifying component. Improving the communications system at Conway will drive increased engagement and trust from all stakeholders. Identifying key stakeholders at Conway Consulting and then assigning communication people to those key stakeholders will increase the frequency and communication structure. In addition, a more robust communication system will reinforce the leadership models around servant leadership, relation--based leadership, and the empowering outcomes of transformational leadership. Unique Context Global Workforce Consulting has 15 global employees. Having a global Workforce means that employees and stakeholders do not get to experience the relationship-enhancing experiences that take place when employees are face-to-face. Fiedler's contingency theory, servant leadership, and transformational leadership theory have a common thread of empowering employees through relationships and positive reinforcement. Conaway Consulting will deploy feedback loops and listening structures to receive and evaluate feedback on employee satisfaction. The design of the leadership system will overcompensate for strategies to build relationships that may happen naturally in face-to-face environments. This includes developing more advanced remote communication systems that integrate into HR and leadership systems. Ownership Structure There is a challenge in the business's ownership structure if the company chooses to bring on more people to the leadership team. The ownership structure involves a married couple with tangled personal and business finances. This ownership structure creates a visibility issue in the 6 leadership system. Conway will develop a finance and budget system to address performance systems, measurement systems, and profit systems. Type of Business Conway Consulting is in the information delivery business. The organization delivers information to its client, and those clients use that information to increase their capacity for thinking and action. As with many self-improvement businesses, all the world's best information is not helpful if that information does not see action. The model of Conway Consulting is dependent on the success of its client as that impacts customer renewal systems. Clients' success does not depend on the information delivered but on how the complete Conway Consulting system runs. Clients need access to the content they purchase, but they also need content provided to them in such a way that it's convenient and applicable. For example, giving a person the location of a diamond mine halfway across the world is not helpful unless a plan is in place to help them get to the mine and tools provided to them to help them dig out the diamonds. The leadership systems must address negative and positive feedback loops to help determine when internal systems that deliver the product to clients and internal systems that build those products are achieving their targets and goals. Design Principles Balance The balance will influence the resources allocated to direct client acquisition efforts such as supporting advertising, product development and overall organizational goals such as revenue and client acquisition. Congruence Design communication and feedback loops (positive and negative) to drive solidarity around systems performance for all stakeholders and address unacceptable deviation or over/under-resourced inputs/outputs. Convenience Create easily understandable tools to manage the human resources systems, product systems and other components required to feed into the inputs and outputs. Specifically, this includes reports and dashboards on system performances and investment into operations at a leadership level at Conway to support process and policy development. Coordination 7 Taking inspiration from the K&N Management Organisational meetings (P2 in K&N) focused on including key stakeholders within the company to develop strategy, review key systems, and deploy improvements when necessary. At Conway, identify key leaders to support and coordinate strategy implementation, performance review, and systems performance implementation. Elegance Conway will evaluate what is sufficient but not necessary and necessary but not sufficient when it comes to all aspects of the operation. Prioritizing the most important items to work on, the systems they provide input/output to, and the leverage that impacts them most will help identify the most helpful management systems to address (McKeown, 2014). Human Following the leadership principles outlined above, develop HR systems to receive frequent feedback loops on employee stakeholders' opinions on job satisfaction, growth opportunities, and meaning found in their work. Learning Iteration will occur when reflection and learning loops appear in the system's activities to measure performance, review Performance, reinforce behaviour, and learn and improve the system activities. Sustainability Using the strategic plan as the road map, evaluate and document the needs of all stakeholder groups and review both short-term and long-term goals to get alignment. System Integration Leadership systems sits on top of all other systems Add Conway Consulting and cut into other systems while also receiving from other systems. The first output is to the management information systems. The management information system receives a clear picture of organizational targets and kpis. the output also includes the vision and values That are critical for the management system to adopt and align with in order to motivate Employees and to navigate the HR systems. If the porper output is not delivered to the management system, this leverage point will disrupt a significant part of the whole system The management system also feeds into the leadership system as there is feedback mechanisms from the management system that the leadership system utilizes in order to align 8 with its own running. The performance metrics in the management system feed right into the overall performance metrics of the leadership system. Without the proper input to the management system, performance evaluation will not give the adequate visibility. Connecting to both the management system and the leadership system are performance metrics from employees. This would be more formally known as the employee performance review system where alignments between employee performance add Conway broccoli leaves into overall company performance. Not only are tasks important at Conway Consulting, but the culture which those tasks are executor on is critically important. Communication system feeds into all of the above systems. As an output, Communications is a critical component that come from the leadership system in order to help set the direction of the company, reinforce the values of the organization, and communicates all Pern import information around kti's and items such as that. Also though, the overall feedback mechanism for the business in order to make better decisions comes from see all Communications between our Frontline staff, our salespeople, our marketing people and our managerial team. This is critical in designing System Integration Leadership systems sit on top of all other systems at Conway Consulting, providing output to other systems and input from other systems. For example, the information and knowledge systems, employee performance systems and data and collection systems directly impact the leadership system at Conway Consulting. These systems connect and receive inputs from each other, deliver outputs to each other, and ultimately feed into the leadership system to provide feedback on the strategy's performance and meet stakeholder expectations. The information and knowledge systems provide direction for Conway's marketing system on the effectiveness of marketing efforts. The marketing system depends on the data from the information and knowledge systems, such as quality of lead generation, revenue recorded, and business activity as an input and provides business-generating results as an output for the leadership system to receive as input. The employee measurement system at Conway requires more structure around clearly identifying what performance metrics from employees impact strategic objectives, which are a component of the leadership system. It is common knowledge that better-performing employees 9 often produce more profitable results, so creating a stronger relationship between employee performance systems and leadership systems is essential. The data and collection systems significantly impact the performance measurement, finance, marketing, and almost every other system sat Conway Consulting. Adopting a data maturity system that identifies where Conway can mature its data infrastructure will provide more visibility into the function of other systems. Lastly, the communication system feeds into all of the above systems. As an output, communication is a critical component of the leadership system to help communicate the company's direction, reinforce the organization's values, and share all pertinent and essential information at Conway. Also, the overall feedback mechanism for the business to make better decisions comes from seeing all Communications between our Frontline staff, our salespeople, our marketing people and our managerial team. Design The design of the system leadership system shown in Figure 1 holds the external stakeholders' needs and expectations at the core of it. The drivers of the internal and external stakeholders' expectations are communication, essentialism and innovation. These three pieces ensure that Conway understands the root problem they are trying to solve as clearly. After the stakeholders needs and requirements, then the strategic direction of the company is formed. Once the strategic plan is complete, the information disseminates to all the managers and staff at Conway Consulting so that there's organizational alignment on the goals, KPIs and targets. Once there is organizational alignment, implementation takes place. A structured leadership system offers the freedom for creativity within the bounds of the values, vision, and KPIs. The organization alignment moves into implementation but also has a feedback mechanism to ensure that the implementation aligns with the organizational strategy. Move past implementation, and it is time to look at the measurements. The measures and implementation have an influencing relationship as the measurement tools have to be elegant and report precisely on the proper mechanisms to show performance at Conway Consulting. If the measurements aren't correct, the reporting must go back to implementation. The evaluation must see why the implementation is not working, which could lead to organizational misalignment. Upon completion of the measurement system, then learning and improvement happen. That learning improvement inputs into the strategic direction. 10 Figure 1 Conway Consulting Leadership System 11 References Asana. (2022). Fiedler’s Contingency Theory: Why leadership isn’t uniform. Asana. https://asana.com/resources/fiedlers-contingency-theory Caldwell, C. (2020). Ebscohost.com. https://web.p.ebscohost.com/ehost/ebookviewer/ebook/bmxlYmtfXzI1Nzk5NTJfX0 FO0?sid=481568cf-d6ac-4465-94d0c871b378bb77@redis&vid=4&format=EB&rid=1 Canavesi, A., & Minelli, E. (2022). Servant Leadership and Employee Engagement: A Qualitative Study.: EBSCOhost. Ebscohost.com. https://web.s.ebscohost.com/ehost/pdfviewer/pdfviewer?vid=4&sid=68b48141d4bc-47b5-9af6-613c7063c97a%40redis Hill, W. (1969, March 1). Academy of Management Journal. Ebscohost.com. https://web.s.ebscohost.com/ehost/pdfviewer/pdfviewer ?vid=4&sid=4dfe5bf7-442d-43f4-b377-967481476a4f%40redis Kenton, W. (2022). 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