Betina Rama, DVM, Dipl. Clin. Org. Psych., EMCCC, BCC
Gerenciar o Liderar? Liderazgo Situacional en la Veterinaria
When we start our careers, generally we start working as an individual contributor; but as responsibilities increase, we start managing others, and that requires a different set of skills.
If you are leading a team, whether you have formal or informal authority, it is beneficial to develop team leadership skills to increase not only the team effectiveness but also the work satisfaction.
Leadership, manager and coaching skills are needed to access the ideas and knowledge of team members and draw out their collective best performance. Creating a high-performance team requires the ability to observe how the team is functioning and help it improve.
Individuals have needs, and teams have needs too. Understanding both is a matter of practicing and genuine interest.
Taking time to know the team members and understanding personality differences could be a good first step to start to make sure individual needs are met.
Teams have some basic needs, and if those are neglected, the results of the clinic will suffer.
Planning needs. Are we clear on the goals, and do we have a shared understanding of our vision, mission, goals, roles and team norms? Do we have a strategy or a plan to achieve those goals?
Execution needs. How does our team communicate, coordinate, collaborate and monitor its effectiveness? Are we aligned on the "how"?
Interpersonal needs. What's the level of trust on the team? How do we handle conflict constructively? Are we motivated to achieve our goals?
All of the above needs are critical in the vet clinic. Some veterinarians and staff would feel more comfortable in planning, others in executing and another in fulfilling the interpersonal needs - but all of them are critical.
That is why it is fundamental to learn skills to wear different "hats" in the clinic: the leader's hat, the manager's hat and the coach's hat.
The veterinarian as a leader:
Develops a vision
Identifies strategies to achieve the vision
Aligns staff with the vision
Inspires to achieve the vision
Manages change
The veterinarian as a manager:
Sets goals and objectives
Plans to achieve those goals
Has a system in place to implement and supervise those plans
Finds the right people for the job
Communicates plans and priorities
Solves problems and delegates responsibilities
The veterinarian as a coach:
Communicates expectations
Supervises and evaluates performance
Gives feedback
Works 1:1 to help people learn and develop
Orchestrates resources and opportunities
In order to build a high-performance team in the clinic, the 3 hats are needed.
Managing is an assigned role.
Leadership is a skill.
Coaching is helping others to develop.
Managing has to do with power. Leading has to do with influence. Coaching has to do with building capability in your team.
Managing creates useful order. Leading creates useful change. Coaching creates useful skills and knowledge.
When to use each hat?
When to use the coach-leader-manager hats will depend on the situation and the skills and enthusiasm to perform the task of individual or team. Learning to wear different "hats" will increase the capability of the vet clinic and the personal and personnel satisfaction.
One easy tool to use is the "skill will matrix" - a simple situational leadership model.
"Skill" is about the capability and knowledge to perform certain tasks. The skill is the experience, training and understanding of the individual.
"Will" is about the enthusiasm and predisposition that the person puts in doing the task. It is their motivation, confidence or desire to do it. The skill/will matrix is the original work of Hersey and Blanchard that is derived in the Situational Leadership Model.
It is important to note that for one task, one person can be in one quadrant and that same person for another task can be in another quadrant. Therefore, the same person might need a different approach depending on the task.
For example, for a certain task like taking a blood sample, a nurse in your clinic could know how to do it and you can see that s/he always volunteers to do it. That would mean high skill (s/he is capable to do it) and high will (predisposed to perform that task). This means that for that task (taking the blood sample), s/he is in the "can" quadrant.
For another task, like answering the phone and making appointments, s/he could be in another quadrant. S/he can also be in the high will/high skill, meaning that she answers the phone with a smile and manages to write the appointment in the correct place in the computer system. Or s/he does not want to answer the phone, and when s/he does she does not greet the person by the name (low skill/low will). This would mean that s/he cannot do it. Also s/he might be very well predisposed to do it, but when she answers she forgets to greet the person by the name, and writes the wrong name of the pet in the agenda. That would mean that s/he is in the high will/low skill; therefore, she "could do it" but needs help to be able to do it.
Another possibility is that s/he knows how to answer the phone but does not want to do it (high skill/low will). Then s/he "could do it."
To improve performance and help people increase their capabilities, we need to treat people depending where they are (for a certain task) in the quadrant. If the person is an expert (like in the blood sample example), and can do the task, the preferred style is delegate and encourage to do more.
For example, you could encourage him/her to teach other staff on how to take better blood samples and recognise her/him for the skills and for teaching others.
But if you would use a directive style with this expert person and instruct her/him on "the way you want to take blood samples in your clinic," that will have a counterproductive effect and will drive the person to the "could" quadrant.
But if for a certain task a person is in the high will/low skill quadrant (typically an intern, very enthusiastic but does not know how to do certain things; but because of their enthusiasm might tell you that they can do it), the 3 Ts are important to avoid unnecessary risks: Tell - Train and Team up with somebody who knows.
Using the wrong style can drive people down to a lower level of performance. That is why it's important to adapt the leadership style depending where the person is for that task and help them move up to the high skill/high will quadrant.
Diagnosing where your team members are and using the most appropriate style is a matter of practice. The benefits of using the better style for the situation translate in a higher capability for the individual and the team.