Transitioning to the Board or Top-Team

The six key mindset changes you must make to be successful in your first job on the board


Systems Science and Decision-making

The Descartes school of getting your board to painlessly make decisions

Clients sometimes say things to me like:

“We’ve been around and around on this issue and still haven’t made a decision that everybody is happy with”;    Or

“Even though I thought we’d decided this months ago, the same issue keeps coming up again and again”.

What is happening that smart, experienced people can get stuck in this cycle? Why do key decisions seem to take forever or get revisited again and again without making progress?

The answer (or a part of it, anyway) is that a top-team or a board of directors is a kind of system – by which we mean:

A set of things working together as parts of a mechanism or an interconnecting network; a complex whole.

The 17th century French philosopher, mathematician and scientist René Descartes had some interesting things to say about systems and how to work with them. He used the example of a clock, saying that you can’t take one piece out of a complex system like a clock and expect to easily identify the role of either that individual piece or (most importantly) the functioning of the whole clock.

Similarly, if you are one of the pieces in a system, it’s extremely difficult to either:

  • identify where and why that system may not be working so well; or
  • influence the wider system to change.

If you’re a member of the top-team or board, or an employee of it, you’re already plugged-into that system. This is why an external change agent often seems to have a much easier time influencing the board to make changes.


Here are some of my tips, from a systems point of view, for getting a board or a top-team to address an issue or make a decision that has previously been postponed or keeps being revisited. Whilst they’re not directly attributable to Descartes, I’m sure he’d have approved – especially if Post-Its had been around when he was doing his Cogito ergo sum stuff!

1 Don’t do any work on it at all, until all the stakeholders can be present – otherwise you’re not addressing the whole system

2 Recognise that, by and large, most systems are in a state of “homeostasis” – they will work to maintain a balanced and relatively stable equilibrium amongst their component elements (you can see this most easily in biological systems). Changes of any kind, and the decisions to initiate change, are almost an anathema to a functioning system

3Use the power of the system to introduce desire for the decision – most simply, I often just ask the group to list why they would and wouldn’t actually want to make the decision (as opposed to asking what decision they want to make)

4Design some kind of decision-making process that has people up on their feet and moving around. As this is likely to be the opposite of how they usually do things it will (a) counter some of that homeostasis; (b) make it harder to be passively resistant and (c) introduce some dynamism

5Use plenty of Post-its and other tricks to help make people’s thoughts visible and shared with others. Nothing keeps a decision coming back again and again more than somebody feeling that they haven’t aired their view or had it heard

6Discuss the decision-making process upfront, especially around not making a decision or having to revisit it – What do we do if we don’t arrive at a decision? How we will respond if we’re still addressing this in three month’s time? How will we include dissent if it only arises later on? I don’t think the answers to these questions get any easier by asking them upfront, but experience suggests that these issues are then less likely to be a problem

7Talk to an experienced facilitator about your processes. If you want them to actually help at your meetings, then you’ll need somebody who is able to build a good working relationship with your board as a whole and with the individuals, and who is also able to keep their independence and not become too much of a part of your system.


Positive Behavioural Change

How to use Positive Intention and Metaphor to give someone a real boost to their interpersonal and relationship skills

I’m occasionally asked to help when a man in a senior leadership position is seen as being particularly challenging or negative in his relationships. Or similarly, when his interpersonal behaviour is having a damaging effect on other people or is just not getting the results that the business needs.

My experience has been that it’s almost impossible to help this man change his behaviour by starting out being critical of him. By the time things have got to the point where the business seeks my help, plenty of other people (and, sometimes, even the man himself) will already have been highly critical of him. Even if my being critical would have worked as a behavioural change catalyst (and sometimes it can), that option is often no longer available to me.

Instead, I often apply a change strategy based on two key aspects:

  1. the power of Positive Intention; and
  2. the use of Metaphor.

1. Positive Intention

Positive Intention works by seeking to understand, from the other person’s perspective, what was the ‘good’ outcome they were hoping to achieve by applying the behaviour that they used. Even if the actual outcome they got was highly negative, there will be something from their point of view that they were trying to achieve that, to them, would have been a positive outcome.

If I can understand what their Positive Intention is, as they see it, that’s halfway to creating the rapport and partnership we need for me to help them explore other behavioural strategies.

I’ve listed some of the examples I’ve come across of Positive Intention in the table below.

2. Metaphor

I’ve noticed that there’s something about metaphors in a coaching context that lets them fly right under a client’s radar, bypassing any resistance to change.

When we’ve found a metaphor that works well to either describe what the client’s positive intention was, or to picture how a ‘good’ interpersonal relationship might work, I can often see that it’s like weight has been lifted from their shoulders. See the table below for some examples.

Positive Intention and Metaphor