AI in the Workplace: 5 Leadership Practices for Middle Managers

By: Beth Schaefer, IPD Director

Middle managers sit in a uniquely challenging position; you are responsible for carrying out organizational strategy while also navigating the day-to-day realities of your team.  Using AI at work is no different.  Your organization may or may not have formal AI policies, and your team may or may not be following them.  And because AI is embedded in nearly every tool – even a simple internet search – it’s increasingly difficult to monitor how it’s being used.

In our continuous improvement courses, IPD teaches that doing nothing is a choice, but not a neutral one. As a manager, if you ignore AI, you are likely enabling your team to use AI badly.

These 5 Leadership Practices offer a starting point for leaders who want to guide responsible, productive AI use on their teams – whether it’s top-down from the organization or grassroots from your team members. Each of these practices could be its own article, but together they provide a practical starting framework for navigating AI’s growing role in everyday work.

1. Create a lightweight AI infrastructure your team can use

You do not need a formal enterprise AI implementation to set expectations for your team.  Start small to promote acceptable and responsible use:

  • Quality Prompts – Teach your team to ask clear, goal-driven questions so that AI returns useful information. This free certificate includes prompting courses.
  • Model Acceptable Use – Share when and how you use AI to model acceptable behavior and norms.
  • Peer Pairing – Pair someone skilled and comfortable with AI to guide someone less enthusiastic or insecure.

These small steps build confidence and reduce misuse long before formal policies from your organization are implemented and communicated.

2. Actively manage Shadow AI and Communicate Guardrails

67% of employees engage in Shadow AI use – using unapproved AI tools and chatbots at work without IT or security approval.  This widespread practice puts an organization’s security in jeopardy.

If your organization has policies and structure for AI, communicate them clearly and consistently. If it doesn’t, establish common-sense guardrails:

  • Authorization – Be clear on which tools are acceptable and which ones are not
  • Boundaries – Establish what data can and cannot be entered
  • Compliance – Verify why and when human review and monitoring is required

Clear expectations reduce accidental security exposure and build trust with AI tools.

3. Build a Safe-to-Fail, Risk-Tolerant Culture

Innovation requires a safe culture, and AI experimentation is no exception.  View this past webinar or view this PDF for Innovation strategies.

  • Share – Talk about mistakes you’ve made, what you learned, and how you apply those lessons to future work.
  • Ask for Help – Name colleagues you used for troubleshooting and give credit to them for that assistance.
  • Make Mistakes OK – Normalize ‘trial and error’ to reduce the fear of mistakes. Employees who fear the repercussions of their mistakes may try to cover them up which can only exacerbate the situation rather than repair it.
  • Celebrate Learning – Provide professional development time to emphasize that we all need to keep learning in the workplace.

A team that feels safe experimenting will adopt AI more thoughtfully and creatively.

4. Limit Time Spent in AI to Prevent Burnout

AI load can lead to burnout in 2 different ways.

  1. Hyper-loop multitasking – monitoring multiple AI inquiry loops at the same time. This constant rotation prevents your team from doing deep thinking. (Those of you who are regular readers already know that I believe that multitasking is a myth even without AI).
  2. Endless Open Loops – AI tends to keep making additional suggestions for improvement that never allow for a task to be done. Most humans like closed loops (that’s why we finish watching a mediocre Netflix series) and will keep revising long past the point of worthwhile returns.

Help your team set boundaries to prevent AI Burnout:

  • Goals – Use SMART goals to define AI use, objectives, and outcomes for your team so that AI contributes to production rather than creating the illusion of being busy.
  • Use Higher Level Thinking Skills – Teach your team to stop continuous prompting and switch to synthesis – thinking, reflecting, and evaluating the AI response already received.
  • Pause-Plan cycles for your team that provide natural pauses in the workflow before prompting AI again.
  • Monitor – Pay attention to monitor if AI is helping production or just creating noise and additional stress.

Burnout isn’t created by the use of AI – it’s generated by the unmanaged use of AI and unclear AI expectations.

5. Protect Human Judgment

Your most important leadership responsibility in the AI era is protecting human judgment.  Judgment starts with the prompt and is used through the analysis of the AI response.

  • Goal Definition – Encourage your team to understand their goal and outcomes, and include that information, along with their audience, in their AI prompt.
  • Evaluation – Emphasize that you expect your team to evaluate AI-assisted work and not automatically accept what AI provides.
  • Use Checklists – Provide your team with a review checklist:
    • Is this information accurate?
    • Is this information biased? Did your prompt introduce bias?
    • What criteria am I using to choose from the AI-provided options?
    • How should I package the information to communicate it to others to assist with decision-making or assessing risk?

AI should assist humans, not replace them. Teams that demonstrate discretion preserve their value and strengthen organizational trust.

AI Technology does not reduce the need for leadership – it increases it.   As a middle manager, you set the tone for how your team uses AI, learns, and navigates organizational expectations.  Clear communication, thoughtful boundaries, and a culture of learning will help your team thrive in an AI-enabled workplace.

If you want tools to support this work, IPD offers several resources, including:

Article Resources:

Shin, J., & Sucher, S. J. (2026). AI Adoption Is Overloading Your Middle Managers. Harvard Business Review / Harvard Business School. [hbs.edu]

Field, E., Hancock, B., Imose, R., & Yee, L. (2023). Middle Managers Hold the Key to Unlock Generative AI. McKinsey & Company. [mckinsey.com]

Rodriguez Constable, C. (2026). What Middle Managers Need Most in the AI Era. Forbes. [forbes.com]

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AI in the Workplace: 5 Ways to AI-Proof Your Career

By: Beth Schaefer, IPD Director

For decades, careers followed a predictable formula: choose a field, earn the credential, apply for the job. It worked when I became a teacher. It worked when I moved from being a teacher to being in a leadership role by earning my Master’s in Public Administration.  So, when I wanted to prepare for a flexible encore career as a technical writer, I used the formula again and earned the credential, only this time… AI had changed the timeline.

Before I was even ready to use my new credential, the demand for technical writers dropped sharply. The career pathway I had prepared for may not exist by the time I am ready to use it.  I had even chosen a role with technical in the title!  That’s the new reality: careers are shifting faster than traditional preparation models. The question isn’t What job should I train for? It’s, How do I stay employable when the job I’m preparing for might not exist in five years? Alternatively, how do I prepare for roles that do not even exist yet?

These five strategies will help you stay adaptable, valuable, and employable in an AI‑accelerated workplace.

1. Build an Adaptability Mindset

Traditionally, you could progress on the career ladder based on your knowledge.  Now, the AI-accelerated workplace means knowledge has a shelf life.  Instead, showcase your ability to adapt.  A Forbes article stated that the constant disruptions to the workplace (economic, geopolitical, technical) make emotional steadiness the new desired leadership trait over operational execution – which means you want to support leaders by learning and pivoting as your role in the workplace changes.

Abandon:

  • What new knowledge do I need?
  • How do I show what I know?

Adopt:

  • What experience and talent do I possess that employers still need?
  • How do I demonstrate adaptability?

2. Focus on Skills and Capabilities

The workplace has been structured by titles: teacher, accountant, engineer.  Do not limit yourself to a title.  Instead, think about the skills and capabilities you bring to your current role and how they transfer to another role. I highly recommend Business Model You: A One-Page Method for Reinventing Your Career by Alexander Osterwalder. This book has exercises you can use every few years to identify new skills and capabilities, such as problem-solving and communication, that can help define your purpose and relevance in the workplace

Abandon:

  • What role titles align with my skills?
  • How can I get a similar role in the same field?

Adopt:

  • Where does my expertise create value?
  • How can I use my skills somewhere new?

3. Assertively Build New Capabilities

Do not wait for your employer to offer training.  Seek out new skills, tools, and ways to learn them.  Identify your own gaps, follow your own curiosity, and become a continuous learner.  While almost all employers use AI to hire workers, once you are hired, only 8.5% provide the training to effectively use AI in the workplace.

Abandon:

  • What is AI?
  • Where can I learn about AI?

Adopt:

  • How do I use AI to do my work?
  • What transferable capabilities can I develop?

4. Integrate AI into the Job You Already Have

Rather than chasing AI jobs, figure out how to incorporate AI skills into your current job.  Less than 1% of roles need knowledge of how to program AI.  More important than understanding how AI works is knowing how to make AI work for you with whatever challenges your job has.  Show your employer the value of your role by working more efficiently.

Abandon:

  • What AI Certificate can I add to my resume?
  • What technical job can I get?

Adopt:

  • What AI project can I use to demonstrate proof of skill?
  • How can I use AI to improve the work I already do?

5. Do 30 Days of AI

Pick one task you currently do in your role.  For 30 days, use AI to help you with that task. After 30 days, think about your lessons learned.  Did AI make it better? Worse?  Continue to use AI for that task?  If so, how?  Communicate to your leaders how you are incorporating AI into your role (and how your knowledge and experience contribute to competent AI use).

Abandon:

  • What AI skills should I master?
  • When will my employer provide me with AI training?

Adopt:

  • What AI tools should I develop a habit of using?
  • What can I learn about when using AI for 30 days?

The pace of change in the workplace seems exhausting.  The idea of constant learning seems overwhelming.  Predicting a path seems unreliable.  Forecasting the future workplace is impossible.

But…finding new ways to solve problems feels creative, being curious and getting just-in-time answers feels empowering, and carving out roles that flex to your passions and talents feels freeing.

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AI in the Workplace: The 5 ATS Myths of Hiring

By: Beth Schaefer, IPD Director

Just like candidates are using AI to apply for positions (AI in the Workplace: 5 Realities Every Job Seeker Needs to Know about AI), most Applicant Tracking Systems (ATS) now use AI-driven features to rank and filter resumes.  If you don’t understand how your organization’s ATS works, your best candidates may slip through your recruitment net.

Here are the five most common ATS myths- and what you need to understand to avoid losing great candidates.

Myth 1: The ATS rejects most resumes automatically

Reality: Modern ATS platforms rarely “auto‑reject.” They rank, parse, and prioritize — but a human still reviews the top candidates.

Why it matters to hiring managers: Overreliance on automation can hide qualified applicants if your settings, filters, or job description language are too rigid.

Action: Review your job descriptions for overly rigid requirements, internal jargon, and missing skill synonyms.  Small word changes can dramatically improve what the ATS surfaces.

Myth 2: Keywords alone determine who gets through

Reality: Keyword matching is only one signal. ATS systems also evaluate context, skills clusters, experience patterns, and sometimes behavioral indicators.

Why it matters to hiring managers: If your job postings are vague, overly broad, or stuffed with internal jargon, the ATS will surface the wrong people.

Action: Update your job postings to align with ATS evaluation methods to ensure qualified people make it to your inbox.

Click Here For a Printable PDF of Job Seeking Advice

Myth 3: The ATS reads resumes like a human

Reality: ATS parsing is still brittle. It struggles with:

  • tables
  • text boxes
  • unusual formatting
  • graphics
  • multi‑column layouts

Why it matters to hiring managers: If your organization encourages “creative résumés,” you may be unintentionally disadvantaging candidates.

Action: Work with your HR Department to provide candidates with tips and strategies for resume formatting so they understand your process and can align with it.

Myth 4: AI in the ATS eliminates bias

Reality: AI can reduce bias when properly trained and audited — but it can also amplify it if fed historical hiring data.

Why it matters to hiring managers: Your ATS could be eliminating qualified candidates that you wish to include if the historical hiring data unintentionally creates bias.

Action: Work with your HR leaders to understand how they govern, monitor, and audit AI to reduce bias.

Myth 5: If the ATS didn’t surface a candidate, they weren’t qualified

Reality: ATS ranking depends on job description clarity, recruiter filters, and system configuration — not just candidate quality.

Why it matters to hiring managers: Many qualified candidates are filtered out due to mismatched titles, nontraditional career paths, or overly narrow search parameters.

Action: Refreshing your job search process to better align with how your ATS works will help more qualified candidates make it through the screening net. This includes widening filters, reviewing default settings, and checking for unintended exclusions.

AI can accelerate hiring, but it cannot replace the human judgment that makes hiring effective.  A best practice for hiring managers has been to update a position description and refresh a position posting when the role becomes open for hiring, and AI and ATS tools do not change this.  Keep this best practice, but make sure you follow the actions to balance the automation.  The more hiring managers understand how their organization uses and governs ATS, and the more they collaborate with HR to provide candidates with resume-formatting guidance, the stronger their candidate pool will be, and stronger their hire will be.

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AI in the Workplace: 5 Realities Every Job Seeker Needs to Understand About AI

By: Beth Schaefer, IPD Director

My introductory AI article, AI, Am I Right?  suggested that I do not intentionally use Artificial Intelligence (AI) in the workplace, but in reality, I use AI all the time for my work.  AI will eventually level out and become more efficient, but it’s not going to leave the workplace; therefore, let’s discuss how to get the most from your AI interactions with the series AI in the Workplace.

And, let’s start at the beginning: using AI to secure a job. Whether you love AI or distrust it, the truth is simple: job seekers who understand how AI screens, sorts, and evaluates candidates will outperform those who don’t.  Here are 5 realities that job seekers need to navigate.

  1. Your AI prompts determine your results.

To work with AI, you’re going to need to use AI, so learning best practices for AI will be a good investment of your time.  Any use of AI is all about the prompt. I highly recommend this free course on AI prompting.  Even if you do the first 3 modules, it will make your use of AI more accurate and efficient. This “old” adage still applies: Bad data in; bad data out.

2. Your resume must pass an algorithm before it reaches a human.

While not every job you apply for may use an Applicant Tracking System (ATS), an estimated 90% of companies are using them including 99% of Fortune 500 companies.  These systems use algorithms to screen and score resumes much faster than human review.

This raises the importance of including the correct keywords in your resume. For example, if the job description says project coordination, and your resume says project support, the ATS may not match them — even though a human would.  ATS systems match patterns, not concepts. Even so, do not use the “kitchen sink approach” for resume keywords, since ATS’s have a 67% rejection rate of resumes that have 20+ skills listed.  Instead tailor each resume to each posting you apply to.

Click Here For a Printable PDF of Job Seeking Advice

3. ATS parsing errors eliminate qualified candidates every day.
An ATS parses out a resume by extracting pieces of information by category. Parsing out, to me, is an old-fashioned phrase that my grandma would use (“I will parse out the strawberries so each of you gets the same amount.”) For resumes, the parsing categories are:
• Name
• Contact info
• Job titles
• Dates of employment
• Skills
• Education
• Certifications
If this information is presented in an unsupported format, such as a text box, it will be difficult for the ATS to find the information, and your resume may not pass ATS screening. The ATS rate of rejecting resumes due to formatting is 12% and for parsing issues (not being able to find the most necessary information for whatever reason), the rejection rate is 23%. To see if your resume is readable to AI, use a free resume checker. Some of those options are in the resource list at the end of the article.

4. AI can reduce bias — or amplify it.
One of the reasons employers want to use AI for screening is that it can reduce the bias that humans bring (often subconsciously) to the applicant screening process. This is good news for those who are most often eliminated due to bias; however, bias doesn’t disappear just because a machine is involved — it simply becomes harder to detect.

The bad data in, bad data out rule applies here as well.

The rules an ATS uses to screen candidates are set by humans. Unless those rules are set by a skilled person who is deliberately trying to remove bias, the algorithm might end up with the same biases as the humans involved. Currently, there are no existing laws or regulations for using ATS that ensure the process is equitable or even meets existing HR guidelines stated on an organization’s website.

As a job applicant, you cannot influence unconscious bias from an ATS any more than you can from human review. But the next time you apply for a job that you seem perfect for, and you do not move forward in the process, know that the candidate selection process, with or without ATS, is still far from perfect.

5. AI can help you prepare for interviews more effectively than ever.
Some organizations are using AI to conduct first-round interviews; therefore, they use AI to talk to AI. Use your newly acquired prompting skills to predict interview questions and prepare responses. If you can prompt better than your other candidates (and this includes using AI for company research), you will be better prepared. Do refrain from just having AI write your responses, or you will just sound like AI- and maybe like all the other candidates. Remember, the interview technique: STAR. State the situation or challenge; explain your task or role in the situation; describe the action you took and emphasize the result you achieved. This will help keep your interview answers focused on you rather than AI’s generic responses.

If you’re entering the job market, AI isn’t optional — it’s part of the process. Use it intentionally, understand how employers use it, and you’ll have a better chance of standing out in a crowded field.

Whether you’re actively sending out resumes or haven’t job-hunted in years, this is a lot of information to unpack. And, this is just the tip of the iceberg of job-searching in the AI world.  Your best bet for uncovering what is below the surface might just be AI itself.

Visit the sources used to write the article below to learn more.

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A.I. – Am I Right?

By: Beth Schaefer, IPD Director

A few years ago, I wrote an article about the value of the curmudgeon in the workplace.  One of the values is that the curmudgeon is willing to say what others are reluctant to say, but are thinking.  Today, I put on my curmudgeon hat to say that I have so many questions on how AI will shape the workplace that I should just write a stand-up routine about it rather than an article.

AI – Am I right?

“AI, a Fitbit, and Crypto Currency walk into a bar…”

“Knock, Knock.

Who’s There?

“AI”

“AI Who?”

“AI hope you’re ready because I have already written your project management plan, turned your spreadsheet into a pivot table, and helped you write this joke.”

I admit it.  I have been avoiding writing about the topic of AI in the workplace.  Topic?  That is the wrong word…  infiltration.

And that is my first problem with AI: it is becoming so ingrained in the workplace that it is hard to pretend it is not there, looking over my shoulder, waiting to kibitz. If I do not embrace AI, will the workplace future pass me by?  But if I leverage AI, then each time I use it, am I actually feeding it the information it needs to replace me and make my role obsolete?  I hear about how corporate is using special AI platforms that protect their intellectual property and innovations.

  • My trivia partner can wax poetically about how he uses AI to write code, test code, and collaborate on code to more quickly and accurately improve software for his transportation firm. And, how glad he is that he will retire before his job is replaced by AI.
  • I have heard that statistics as high as 87% of organizations are using AI to do their hiring, including interviews. Job-seekers wisely started using AI to submit materials and provide answers to interview questions.  And, now that AI is talking to AI and all the candidates are indistinguishable, they are moving back to using people to do hiring again.
  • One of my instructors told me about an organization that uses AI to examine data on how train tracks wear out and how frequently to repair the tracks based on the size of the damage and the weather, and then built a machine that can cruise down the tracks, making some repairs, but ignoring others that can go longer without impacting performance. OK – that sounds pretty cool.

I am not seeing those types of sophisticated uses in my organization, but that does not mean it is not happening, because AI can be sneaky.

And that brings me to the second problem with AI; I do not understand how it works.  My workplace provides access to Copilot.  I also have a personal Copilot subscription that I use at home.  I have heard that different AI platforms are better at different skill sets (much like people), but I still have many questions:

  • Where does the information come from?
  • Am I stealing someone else’s work?
  • Is it ethical?
  • Do I have to announce every time AI gives me the assist?
  • If we quit providing original content to the internet, will we enter a collective closed information loop that is stuck in 2026?
  • How much of the water supply am I using up each time I use AI at work?

On the other hand, I do not really understand how I can both see and talk to my friends living in other states without the use of lines or cables, and I use that technology.  I still remember when Jane Jetson put on her public face to talk on her video phone that was plugged into the wall, and we thought that was far-fetched.  I have clearly embraced wi-fi as I am currently working remotely from home in my blouse and sweatpants – thinking about how antiquated the Jetsons have become.

And, not quite knowing how AI gets information, brings me to my third problem; it is not always right – sometimes it uses falsehoods.  I try to be aware, use common sense, and check what it tells me.  I ask it to provide its sources so that I can check their credibility and AI’s accuracy in interpreting the information, but… I am not sure that everyone is doing that.

And because AI prevaricates without even being aware that it does, my fourth problem is that I have AI trust issues.  Does AI have my best interests as its goal?  Apparently, AI has been in my life for years, but through a third party in the background – not directly tapped by me with questions or commands. It has already been affecting what I see when I search the internet based on my previous searches. It gives me suggestions of what to buy on Amazon based on what I purchased before.  Yet, I can watch Anne of Green Gables on Netflix, and it says, based on Anne of Green Gables, you should watch The Imperfects. Should I, or is AI trying to offload low-performing shows?  Who is AI actually working for? Is it me?

And, because AI uses alogorithms – it’s filled with bias.  It can be easy to view AI as neutral, but it’s not.  AI uses what it believes it already knows about us to provide information that it thinks we want to hear. Do we need another Yes person in the workplace? The AI on my home laptop focuses only on recipes that can go into the freezer because twice I have asked it for freezer-friendly recipes.  AI – you do not know me like that!

To sum it up… AI is –

  • after my job
  • difficult to understand
  • sometimes lying to me
  • giving me bad advice
  • just telling me what it thinks I want to hear

Maybe instead of AI training, I need to take a course on Dealing with the Difficult Coworker. 

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Stop the World #3 | I Want to Catch Up

Stop the World; I Want to Get Off  Catch Up

Beth Schaefer IPD Director  

stop the world 3 rectangle

This series on Stop the World has been about taking time to do Important and Innovative work.

I know, easier said than done. Time is a limited resource.  Even if you work overtime, you still only have 24 hours in a day.  You cannot create time, but you can control how you spend your time.  This is what is meant by time management.

You may already do some of these time management strategies, but maybe you will be sparked by a new idea or two.  I am presenting these in “David Letterman countdown style” – starting with most difficult for me to practice on a consistent basis and ending with the one I do the most.

#8 – Write Down Process

I find it is easier to delegate tasks or ask for help if the process I use is written down.  It allows me to easily hand off work knowing the person has direction/instructions.  I will not lie; documenting process takes time to do.  Because it takes time, this makes it the most challenging way for me to manage time.  However, once you get some processes defined, it really allows for teamwork.  Others can help you when work piles up, and you can help them when their work piles up. As an added bonus, documented processes used by more than one person have a better chance  being streamlined, and that streamlining absolutely helps you manage time.

#7 – Prioritize

Prioritizing does not help you complete all your work; it just helps you kick some of the work cans down the road, but they are still down there waiting for you.   This is why prioritizing work does not always feel like a time management win.  However, it can be a win because when you keep kicking the work can down the road, these things can happen before you see that can again:

  • Someone else has completed the work
  • The initiative stalls out, and the project manager moves all the due dates to later
  • A new leader comes in, and the whole initiative goes away

Kicking the can is effective if you choose wisely.

#6 – Be Realistic With Your Time

The first step to being realistic with your time is to actually think through how much time it takes you to do tasks.

Does this scenario sound familiar?:

  1. You make a list of things you want to get done that day.
  2. You do not calculate how long the tasks will take and make the assumption they will all get done.
  3. You do not allow time for any “fires” that may occur that day.
  4. As the clock ticks towards 5, you start to panic and decide “what needs to get done” that day.

To combat the end-of-day panic, take a beat to think about how much time a task will take.  For instance, when I facilitate a meeting, I do not just schedule time to run the meeting, but time to prep the meeting, and time to do the meeting follow-up actions.  This technique really emphasizes how much time meetings actually take.  It also makes sure that when you take people’s time for meetings, you are prepared which respects their busyness, and it causes you to think twice about the usefulness of your meetings.

#5 – Get Rid of Meetings

Because meetings are more than the meeting time — they are the prep time, the follow-up communications, the time to get to the meeting (or logged into the virtual meetings), and time for the meeting-after-the-meeting meetings — meetings eat more time than you may realize.  If you attend meetings that are not useful, consider asking your supervisor to let you skip those meetings stating what work you would be able to complete during that time.  If you are the one scheduling all the meetings that have no purpose, well… you know the answer already.

The reason this time-saver is not higher on the list in terms of easy-to-do is because meetings can be more about work completion.  For my remote team, the meeting is about connection that fuels collaboration and support for one another.  The better you understand the purpose of a meeting, the more you can determine the value of the time.  Balance efficiency with relationships.

#4 – Limit Your Time

Time blocking – setting aside a pre-designated block of time for a specific task – can be quite effective for time management on some tasks. Time-blocking a task can help you focus and work more efficiently. (This is your reminder that most research indicates that multi-tasking is a fallacy).  The time pressure can motivate you to persist on challenging tasks.  Time-blocking can be especially helpful on “black hole” activities such as research, cleaning out email, or innovation and idea-generation.  If you reach the end of the time without sufficient progress, then schedule another time-block for another day and move onto other work.

#3 – Do NOT Be a Perfectionist

Those of you who know me well are saying, “Really?” Yes, I am definitely a recovering perfectionist. The pandemic taught me to let go of perfection.  We needed to punt all the time during the pandemic, and people were really gracious when things did not go as planned.  This showed me that perfectionism is overrated. I have learned to embrace the concept of “good enough.”

Let’s be clear – you cannot approach your work with a “whatever” attitude all of the time.  That is just being a slacker.  Good enough is about picking and choosing moments to accept good instead of great. In a Reddit thread, someone suggested prioritizing tasks by thinking about what adds value to customers and what does not.  If a task does not add value to a customer, figure out how to “half-ass” it. This should be used judiciously, but it can still be an effective time management strategy.

#2 – Work From Home When Needed

Working without meetings or messages or interruptions or chit chat at the water cooler is a great way to get more work done, so stay home and spend the day focusing on the work that needs your deepest concentration. This is easy for me as part of a remote office; however, I started this practice prior to working remotely.  This technique is very similar to time-blocking because you are dedicated to getting specific tasks completed while at home.  For me, the tasks that I get the most value in tackling from my kitchen counter are the ones that take large chunks of time and complex thinking to complete.  Researching and writing these articles are in that category, along with annual budgeting. High-concentration tasks can vary depending on your aptitudes.

Some tips to make this work. Put on your out-of-office, silence your phone, and log out of pop-up Teams messages. If you must be in the office, try closing the office door or finding an alcove in the lunchroom and put on your headphones.  Also practice a do-not-bother-me face so that just a glance can deter interruptions.

And the easiest way for me to manage time…

#1 – Use a To-Do List

This seems basic but many people do not use lists to organize and prioritize work tasks.  I started making lists as soon as I could hold a crayon in my hand, so I have nearly perfected my method. I end each week with my to-do list for the next week.

While this takes 1 – 2 hours of my time, I also take this time to:

  1. Complete any task that I can do in less time than it takes me to write down on my to-do list.
  2. Tap coworkers or clients who owe me completed tasks for my projects to move forward.
  3. Determine if a project needs a status meeting to move forward and get it on the project team’s calendar for the next week.

I know that using my own brain to generate my to-do list each week is old-school; however, my language arts teacher background tells me that writing is one of the best ways to create order out of chaos.  Organizing information (whether handwritten or typed, whether essay or table or list) is thinking.  Creating the to-do list is my own way of taking time each week to think holistically about the work/goals/purpose of IPD.

For me, not enough time is one of my biggest stressors at work.  I am always balancing time in terms of what I need to complete for my team and clients with what I need to check off my list to feel less stress about my job to the time I should spend away from work for a healthy life.

While this Top 8 list provides some strategies for managing time, you may still feel guilty about the steps you take to balance your work time and your personal time. Here are a couple of statistics that can ease your guilt:

  • Research indicates that once you put it more than 50 hours a week, your production decreases to the point of being pointless to work.
  • Americans are towards the top of the list for working more hours in comparison with other countries with an advanced economy. Americans also suffer more health issues and higher insurance costs related to work than any other country with an advanced economy.  So, save your organization insurance costs and work less.

Sidebar

As part of my research, I was curious about the phrase, Stop the world – I want to get off.  Turns out it is the title of a musical from the 60’s.   Set in a circus, it is the life journey of a young boy, who stops the show to have sidebar conversations with the audience every time something disastrous happens in his life.  As an intelligent reading audience, I will leave you to draw your own connections between the workplace and the circus and add your own sidebar comments.

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Politics in the Office: Part 3

Top 10 List for Leaders

By Beth Schaefer
IPD Director

Despite your best efforts for a creating a respectful workplace for civil discourse (See Part 1 and Part 2 of Politics in the Office), the day after the election, there will be winners and losers.  Do not assume everyone on your team will share your own response to the election results.

And…as the first 2 parts discussed, it is not just about red and blue, but about policies that will affect people’s families, economic status, religious beliefs, and healthcare.  Regardless of who wins, the people on your team will face an unknown future.  And, the unknown can bring fear, and fear can bring stress.

Consider these 10 strategies to assist your team through the most-intense weeks before and after the election:

  1. Accept a decrease in productivity.  Just like the December holidays or a warm sunny summer afternoon in Minnesota, the pace of work will slow down.  Plan for it rather than fight it.
  2. Plan your schedule and deadlines.  If you know that your team will be especially distracted during the weeks before and after the election, avoid creating deadlines for your most critical projects or project pieces during that time.
  3. Focus on work.  While productivity may decrease, you are still in the workplace.  You can direct people to focus on work rather than half-day discussions at the water cooler.  Consider tasks that are easy to complete.  Perhaps that will be a good week to do some “housekeeping” work (updating files, cleaning emails) that improves productivity overall but is easy to do.
  4. Model respectful discourse.  If you set political discussion boundaries, remind your team that they are still in effect after the election too.  If you did not set boundaries, consider doing so.  Be ready to respectfully end political discussions that are too long or are disrespectful.
  5. Be consistent.  Treat all your team members the same even if their politics are different than yours.   Make sure the guidelines you put in place are evenly enforced.  If someone’s political discourse is disrespectful or harassing, as the leader, you need to address it.  See Part 2 for strategies.  When your team sees that you are serious about a safe space at work, it can reduce their stress.
  6. Schedule check-ins.  If you do not currently do 1:1 check-in with your team members, this may be a good time to start.  Use check-in time to see if they are feeling extra stress in general.  You can do this without asking about political preferences. If they are having trouble focusing, suggest work that needs to be completed, but is not too challenging. This is also a good time to address any political talk that is not following the guidelines.
  7. Listen with empathy and seek to understand.  Even if your politics are different, you can still listen to why people are disheartened by the results and provide empathy.  See the article Heard! for a review of empathetic listening strategies.
  8. Suggest a media break.  If the elections seem to be stressing out members of your team, suggest they step away from media and social media for a few days.  Research is clear that social media can compound stress.
  9. Be ready with resources. Have your organization’s Employee Assistance Program links at the ready.  Share them with individuals as needed or proactively share them with your team.
  10.  Care.  While this article is framed through the lens of workplace productivity, genuinely caring about your individual team members is one of the best ways to help them avoid burnout– whether it is due to the election or any other endless factors that contribute to life and work stressors.

Follow Up Note: In the Part 2 article, I failed the beginning assessment for leaders.  I am happy to report that since I wrote that article, my organization provided training to staff and leaders on what types of political activity are acceptable in our workplace.  The session was informative and clarified several guidelines for me.  Since I work in education, our workplace guidelines are probably a bit trickier than most, and that made the training all the more helpful.

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Politics in the Office: Part 1

Many of us are familiar with office politics – advocating for power in the workplace.

Increasingly, the angst created by office politics is taking second place to angst generated by politics in the office.

The 2024 Presidential election is being touted as “high-stakes.”  This sense of urgency makes it almost impossible to keep political discussions out of the workplace.  And, with all that comes with high-stakes election rhetoric, it seems almost impossible to maintain a welcoming workplace culture that is inclusive to all points of view.

During my career, I have played many roles in workplace political discussions. Here are some roles I have tried out over the years.

The Observer

The Observer listens to what is being said, but remains silent.  The Observer may (or may not) have a viewpoint, but attempts to appear neutral or mysterious on political views. Never weighing in has several advantages:

  1. You never reveal your ignorance of politics or your lack of attention to current events.
  2. You never reveal your apathy of politics and risk having someone tell you that you NEED to care and take a stand. It is your FUTURE!
  3. You never offend anyone because you have never said anything.
  4. You never get lectured by someone who follows you down the hall or catches you in the parking lot trying to convince you of how wrong you are about your beliefs or vote.

The Apathetic

The Apathetic does not care.  And they are vocal about it so that all who work with them know that they find politics to be a waste of time. This allows them the freedom to disengage from any political discussion. While we may find it easy to make presumptions about The Apathetic, there could be several reasons for political apathy:

  1. Perhaps they do not feel that either side can fix anything.
  2. Perhaps they are embarrassed by the behavior of political leaders and wish to avoid association with any side.
  3. Perhaps they are young and free and having too much fun to worry about THE FUTURE.
  4. Perhaps, they are too busy working 2 jobs or caring for 3 children or caretaking parents or fighting a medical illness to take the time needed to truly study the issues for an informed opinion.

    The Apathetic can present as The Observer IF they do not ever voice their apathy.  Once you take a pronounced Apathetic stance, you will be immersed in workplace political discussions: See #4 from The Observer.

    The Worker

    The Worker has definite opinions on the state of the country and is current in their knowledge of the political landscape. The Worker may even agree with most of the political rhetoric being heard in the workplace. However, The Worker wants time spent at work to be about working. They want workplace harmony so that they can get things done. If and when progress is derailed, The Worker wants those challenges to be related to the work. I am often The Worker, and I use similar techniques to The Marginal (see below) to manage political conversations in the workplace. Because The Worker is head-down productive, the Worker might be mistaken for The Observer or The Apathetic.

    The Marginal

    The Marginal believes their opinion is the opposite of most of the people they work with.  As our politics become more combative, more us vs them, more we’re right and you’re wrong, and more all or nothing, I can often find myself in the margins.  Even if I want some of the same outcomes as the majority, the approach and rhetoric being used makes me uncomfortable. I do not want to nod my head in agreement nor do I want to find myself facilitating a political discussion.  The Marginal role is difficult and uncomfortable; you can feel limited on options:

    1. Go along to get along. You pretend to agree with political platforms touted by others to avoid an argument, but you may feel like a fraud.
    2. Speak up. You can speak up and spark a discussion, but you risk isolation and see (again) #4 of The Observer about people following you to your car.  And, do you risk promotion if you disagree with the wrong people?
    3. Divert. The weather is always a good option. This option, while a safe route, can make you feel shallow because it avoids important life topics- at least at work.
    4. Avoid. You take steps to avoid certain coworkers or even workplace gatherings and meetings to avoid having to navigate this political situation.  This option can also limit your workplace productivity.

    The Majority

    The Majority believes that their opinion is the opinion of everyone in the office.  As a young teacher, I firmly believed that those I worked with were on the left.  This appeared to make workplace political discussions easy to navigate because I thought I could predict which statements would be acceptable and which statements would generate animosity.  The environment felt safe because even if I never said a word, I could nod in agreement.  As I spend more time in the workplace, I realize that I am probably never in the majority, but more likely, surrounded by:

    1. Observers
    2. Apathetics
    3. Workers
    4. Marginals

    When in the role of The Majority, I was making a lot of assumptions about the people in my workplace. And, most likely, I was making many coworkers uncomfortable with my “I have all the answers” political statements.

    Perhaps, you have also played (or play) these same roles.  In reflecting on these roles, I realize that I do not think I have ever received any guidance for how to handle politics in the office.  September’s article: Politics in the Office: Part 2 will provide some resources that we might all find helpful to navigate the workplace during this 2024 election season.

    Sources Cited

    No resources were used in the writing of this article – just my own experiences, observations, and reflections of XX years of being a part of the American workplace.

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    Eyeshadow Can Change Your Life | A Workplace Blog

    By Beth Schaefer
    IPD Director

     

    The Workplace Resolution Concept

    It’s January, and the start of a new year, so the IPD January article focuses on the New Year and the resolutions or fresh starts that come with it. To freshen up the article idea, I decided to take a different approach and focus the article on workplace resolutions.  A quick search on the internet showed me I was not the first to take this “fresh approach” (You can scroll to the end to see the lists I compiled).

    Even as I am encouraging you to set a workplace resolution and pondering my own, I wonder if I need the extra stress of a resolution.  Isn’t the workplace already filled with deadlines, goals, benchmarks, and KPIs?

    The Eyeshadow Resolution

    And, then I think of the year of the Eyeshadow Resolution: my most successful resolution ever that occurred about 10 years ago.  I was at a New Year’s Day brunch and pressed into sharing a resolution- which I tend not to make or share, but with excessive badgering, I stated that I would resolve to wear eyeshadow every day.

    The year of the Eyeshadow Resolution was the year that I lost 60 pounds.

    I always laugh at that result and explain it as a fluke, but while researching workplace resolution lists, I came across an article that explained why the Eyeshadow Resolution was so successful. To summarize the research: use your resolution to change your process, not set a qualitative number with a deadline.

    The Process Resolution

    At the time, the eyeshadow goal served the purpose of keeping people from being in my business, but I had fallen into a bad habit of not getting out of bed when the alarm went off.  Occasionally, I got up on time to get fully ready for work (back in the day when you traveled outside your home to the office and wore a matching top and pants and makeup).  Instead, I hit the snooze button and eliminated parts of my morning routine with each button tap. Not wearing makeup was the first elimination so I could sleep 10 more minutes, followed by other options such as not eating breakfast or not packing a lunch.

     

    By resolving to wear eyeshadow each day, I had to quit hitting the snooze button.  To quit hitting the snooze button, I had to go to bed earlier so that I was less tired in the morning. To be less tired and get a good night’s sleep, I had to be sleepy at bedtime. To be sleepy at bedtime, I started doing more exercise and activity.   The Eyeshadow Resolution led to a change in my sleep process which led to overall positive changes for my daily routine that included: activity, sleep, breakfast, and packing lunch.

    The Resolution Frame

    A resolution is a big-picture change.   While it offers intent, it does not provide a plan.

     

    A goal is a measurement.  While it offers a concrete pass/fail measure to a resolution, it does not provide a plan.

     

    A process resolution is the key to achieving a goal and a resolution because it contains the first (of perhaps many) concrete steps to change.

     

    To frame a resolution as a change in process is easier said than done, but if you are in a resolution rut, this may be the lens for you to reframe and achieve a goal.  I have taken some of the workplace resolutions I found and attempted to frame the process to help get you started.

    The Final Notes

    At the time of publication, I am still pondering my process resolution goals for both my personal life and my workplace.

    In full disclosure, during the past 3 years, I have gained 30 of the 60 pounds back.  Since I work from home and mostly adopted a default routine during the pandemic, it is probably time for me to make an intentional process resolution on my work-from-home routine.

    The positive of any resolution is that while we mostly feel that we fail, research provides proof that we do not.

     

    • Even though 43% end their resolutions by February, that leaves more than half who are still forming a new habit after the first month.
    • New Year’s resolutions are 10 times more likely to succeed over other methods of change.
    • You cannot win if you do not enter. 8% of people fully achieve their resolution.  You can be part of that 8% – especially if you are smart about the resolution framing.

     

    I wish your process resolution success in in 2024.

     

    The References

    4 Reasons to Make New Year’s Resolutions Even if You do not Keep Them

    5 New Year’s Resolutions for Work in 2024

    10 Meaningful New Year’s Resolutions for Your Office

    30 New Year’s Resolutions that will Inspire You at Work

    New Year’s Resolutions at Work Can Work

     

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