Deloitte’s initial research into the character traits of inclusive leaders, which began in 2011 and concluded in 2016, was the key stimulus in our recent Leadership Skills Series Virtual Roundtable. The multi-professional service company’s research delves into an inclusive leadership model where the ‘inclusive leader’ is at the centre of a circle and their six signature traits are listed around the outside. This signifies that each trait is of equal value and the leader is placed in the middle, bringing people together.
Here, with the help of excerpts from Deloitte’s research, we illustrate each of those six signature traits and detail how leaders who want to manage diverse teams equitably can bring each trait to life.
1. Commitment
‘Highly inclusive leaders are committed to diversity and inclusion because these objectives align with their personal values and because they believe in the business case.’
If the leader has personal values which are aligned to inclusion, they will treat all of their team members with fairness and respect, they will take action to ensure each member feels like they belong in the team, and connected to the group, and they will proactively adapt their way of leading to the preferences of each individual. If they believe in the business case of inclusion, they will treat diversity and inclusion as a business priority, taking personal responsibility for inclusive goals, and allocate resources towards making sure the workplace is equitable.
2. Courage
‘Highly inclusive leaders speak up and challenge the status quo, and they are humble about their strengths and weaknesses.’
The leader will have high levels of self-awareness, acknowledging their own personal limitations and seek out understanding from others or look to those who have strengths in the areas of their own personal limitations. They will also need to be brave to challenge often entrenched ideas and opinions that uphold the status quo, and to hold others to account when they exhibit non-inclusive behaviours.
3. Cognisance of bias
‘Highly inclusive leaders are mindful of personal and organisational blind spots, and self-regulate to help ensure fair play.’
Again, the leader will be highly self-aware and be able to be aware and accept their own biases based on their life experiences. They will take time to understand the moments when they are most vulnerable to bias and have processes in place to ensure these do not influence decisions about others. They will also do the same for organisational bias and address the ones which are inconsistent to inclusive environments. They will utilise transparent, consistent and merit-based decisions around talent and provide clear feedback for the decisions made and process behind it.
4. Curiosity
‘Highly inclusive leaders have an open mindset, a desire to understand how others view and experience the world, and a tolerance for ambiguity.’
The leader will be constantly open to learning and actively look to understand the perspectives of others with different experiences to their own, withholding judgement from this person. They will actively listen when another person voices their point of view and they will engage in curious open questioning to help better understand their perspective. They have to be agile and adaptable, coping effectively with change.
5. Cultural Intelligence
‘Highly inclusive leaders are confident and effective in cross-cultural interactions.’
The leader understands the benefits of learning about different cultures and seeks out opportunities to experience culturally diverse environments. They have good knowledge of differences and similarities between cultures and can adapt to the different needs of the individual.
6. Collaboration
‘Highly inclusive leaders empower individuals as well as create and leverage the thinking of diverse groups.’
The leader will create a safe environment where the team members feel empowered and confident to contribute. They ensure that the teams they work with have a diversity of thought and experience, and manage the group so that there is respect amongst all, taking appropriate action when that respect is not there.
27 May 2022
ArticlesThe Real Madrid Head Coach has won honours across multiple leagues and generations – we explore some of the fundamental reasons behind how he does it.
On Saturday, he will also attempt to win the Uefa Champions League for the fourth time as a coach (to go with the two he won as a player with AC Milan). His track record is all the more remarkable given his longevity. The La Liga title he won with Real earlier this month comes 18 years after his Serie A triumph with Milan.
Here, the Leaders Performance Institute explores five attributes that explain why Ancelotti is still at the top of his game.
1. Ever the democrat
Ancelotti states that his leadership style stems from his character. He is a democrat that doesn’t like to simply impose his way of being on others. “My style is not to impose,” he told the Leaders Performance Institute in 2015. It is a belief to which he holds firm. “I would like to convince the players of what they are doing”. He believes that this way of operating earns him the buy-in of the players, which means they are more likely to get behind him and give their all, rather than if things were simply forced upon them. This approach also makes the players accountable. Ancelotti will often ask the players tactical questions and opinions on the match strategy, knowing that they will understand the strategy more if they’ve been involved in the decision-making process. He wants the environment to be that of adult to adult, and allows players and staff to have opinions, feel valued, and help in designing both the vision and the strategy of the team.
2. Process over outcome
Win or lose on Saturday, Ancelotti always analyses his methods systematically, and if his team have lost but knows he couldn’t have done anything else to change it, then he is able to compartmentalise the defeat. It is this process, rather than outcome, focus which makes him so consistent. Perhaps his most notable loss was the 2005 Champions League Final against Liverpool in Istanbul. His team at the time, Milan, were leading 3-0 at half-time, but Liverpool pulled off one of the most historic comebacks in football history and eventually won the match on penalties. However, Ancelotti was seen chatting cheerily in the bar later that night. He believed his team had played well and so didn’t dwell on the defeat.
3. A cultural chameleon
Ancelotti – who has coached some of Europe’s most illustrious teams, including Milan, Chelsea, Bayern Munich, Paris Saint-Germain and Real Madrid (across two spells) – stresses the importance of getting to know the characteristics of players, the culture and traditions of a club, and then integrates his leadership style within that. Even if something has made him very successful at one club, he won’t just come in and assert that style on another. Ancelotti understands that there are many cultural differences from club to club and within different countries, and he has to adapt his style to get the best out of the players and team he is currently at.
4. Humility and professionalism
He has won almost everything as player and coach, yet he still wants to listen to what you have to say. People enjoy talking to him, he values what they say and that helps him build relationships with the athletes. He is the ultimate professional and has an unquestionable desire to win, which makes him so well-respected. He protects the team from the stressors of elite football by not showing the pressure he’s under. He takes the situation – but not himself – seriously, and can often be found telling jokes in the changing rooms before a big game to help diffuse the pressure.
5. A refreshing sense of perspective
Ancelotti has a strong sense of the big picture. He has the ability to take daily updates of physical, mental and emotional energy levels of people and align them with the group’s daily needs, as well as the team’s overall season objectives. By ‘staying in the moment’ with individuals, he is able to prepare for and think about the bigger picture. As he said: “football is the most important of the less important things in the world.”
13 May 2022
Podcasts“Maybe too much mental training in the past has been ‘here’s a few ideas – throw them up against the wall and see what sticks’,” he told the Leaders Performance Podcast in early May.
Off the back of that conversation, where Lauer delved into his work building mental skills and resilience in young players, the Leaders Performance Institute asked him to reflect on his professional development.
What is your biggest strength?
I’d like to say – and I might be wrong, you’ll have to ask people that know me – my ability to learn and adapt. I’m not the smartest person, I don’t have the highest IQ, I don’t have the highest scores on tests, but I think I find a way. Maybe that’s a big part of why I spend so much time on this topic of resilience because I know that tennis is about finding a way. It’s messy, you don’t always get it right, you make mistakes – I’ve made a lot of mistakes – but I think my ability to get back up and find a way to learn and get better has probably been my greatest strength, especially as I wasn’t a professional athlete. I’m not coming into this saying ‘I played ATP and I played in grand slams’ – I don’t have that. So I have to find other ways to connect with these performers, adapt, and be useful to them.
What strength do you admire in others?
The thought that comes up immediately is humility. Someone who is extremely successful and great at what they do and yet humble – that to me is just awesome. They listen to others, they’re interested in others, they empathise as well. I see great coaches doing that, great sports psychologists; you know that this person is great at what they do, but they don’t really talk about themselves. They talk about the team, they talk about what the other person is doing to make them successful versus ‘well I did this, I did that’; and I always try to check myself on that because I think that, in this world, if it becomes so much about you then you’re going to lose it with the players and the coaches because it really isn’t about us.
What is the key to strong teamwork?
Communication. Communication with a shared vision and an understanding of how to reach that vision. The tension points, the challenges, getting through them. We just had one yesterday and we disagreed within the team on whether or not a player should play a tournament – and we worked it out – we decided the approach and we’re all aligned on how we’re going to move forward. To me, that’s teamwork, because you’re not always going to agree and you have to be able to work together towards the common goal and that requires a lot of communication. My friend Ed Ryan who heads up our athletic training and medicine always says ‘communication is the solution and also the root of all problems’. It’s a great way of thinking about it.
How will you look to get stronger in your role?
By surrounding myself with really good people who ask good questions and demand more of me is important. Fortunately, I work with mental coaches who do that on a regular basis, which has been amazing for me as well as other good friends outside of the USTA. And then the coaching staff. I find that when I’m talking to them I’m trying to understand from their eyes and their perspective: how is this making my player better? What are you giving me that’s going to make a difference? Sometimes me getting frustrated with myself because I don’t know how to communicate that or I can’t clearly see the plans. Then I need to go back, reflect on that, and get back to work and say ‘here’s the steps, here’s what we’ve got to do’. So I think it’s being around really good people and having those conversations and then as you branch out, it’s why I’ve really enjoyed Leaders, you can meet really good people and have these types of conversations that I’m not even thinking about; it wasn’t top of mind at that point. Different ideas, different perspectives. To me, looking for different ways to learn. Reading: I try to read something every morning, attending sessions like Leaders’ and other organisation’s, and then being surrounded by really good people. And then not being afraid to take a chance. Trying to find different ways. ‘Maybe this is a little way outside the box but let’s see if it can work, and if it doesn’t, we’ll sit inside the parking lot and maybe come up with a better way of doing it or we’ll leave it alone’. But we have to continue to find ways to get better or we get behind.
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Zach Brandon of the Arizona Diamondbacks Brandon explains that it is important that coaches and leaders establish a safe and supportive environment for athletes and staff to discuss mental health – a key step to normalising it.
Zach Brandon, the Mental Skills Coordinator at Major League Baseball’s Arizona Diamondbacks, tells the Leaders Performance Institute that he is currently studying for a masters in Organizational Leadership at Arizona State University.
“There is never a perfect time to begin a new course, but it’s been cool because it’s put me outside my comfort zone,” he says. “It’s very much more business and organizational leadership-driven, but the work and research I’ve been able to do as part of it, has enabled me to see and learn what people are doing in these other settings and where I think there is a lot of potential transfer or application to sports settings.”
One such example is the practice of job crafting. “In essence, job crafting allows staff to customize some of their tasks and responsibilities in ways that might be more meaningful and aligned with their personal values,” Brandon continues. “I find this practice fascinating because it creates opportunities for staff to develop range in their roles and positively impact the organization in ways beyond their traditional job description.”
The Diamondbacks’ Mental Skills Department has experienced job crafting first-hand. “Although our main responsibility is providing mental performance training for our players, we’ve been able to slowly expand our reach to other facets of the organization, including injury rehab, coach development, scouting, and business operations.”
The question of employee wellness is another that is influencing Brandon’s work in the clubhouse. He says: “Building a robust, systematic, and preventative approach to employee wellness requires that leaders address policies, practices, and perspectives in their organizational culture.
“Perspective begins with organizational values and addressing if, and how, employee wellbeing is prioritized in the culture. This requires that leaders and staff be intentional and progressive with their language surrounding mental health.”
He says it is important that coaches and leaders recognize that their personal wellbeing can influence those around them. “Research has even shown that coaches with elevated stress levels can negatively affect the mental health of their athletes. At the end of the day, coaches and leaders need to model how to appropriately invest in one’s mental health and wellbeing. ‘Do as I say, not as I do’ doesn’t work. Athletes and fellow staff will look to their leaders for guidance in these areas so it’s not something that coaches can afford to ignore.
“Ultimately, leaders play a pivotal role in showing those they serve that self-care isn’t selfish. In reality, supporting wellbeing and resilience for your employees is really a competitive advantage, especially with the ever-increasing uncertainty and complexity found in work environments, which often lead to stress. Leaders should aim to install comprehensive prevention strategies within their organizations rather than rely on reactive support as issues arise.
Brandon explains that it is important that coaches and leaders establish a safe and supportive environment for athletes and staff to discuss mental health – a key step to normalizing it. “Enhancing policies might include ensuring that staff have trusted and affordable mental health and wellbeing resources available to them, and their families, or opportunities for temporary flexibility as it relates to scheduling and the location of their work.” he says.
“Practices could include initiatives that strengthen peer-to-peer support, such as mentorship programs or community groups; promoting personal development, with continuing education and training as prime examples; and encouraging physical and mental wellness through initiatives such as meditation classes.
“Additionally, research suggests that athletes, particularly at the elite level, perceive coaches as less effective when stressed.”
Beyond leaders, Brandon argues that mental wellness needs to be ingrained into the fabric of an organisation’s culture and not treated simply as a program. “It can’t just include initiatives where employees participate in exercise challenges, yoga or mindfulness classes or company-run social events – expecting staff to participate in activities and wellbeing initiatives outside of their normal workday is an inadequate approach to promoting mental wellness.
“I am interested in how you can promote those wellness questions within the margins. All of those activities I describe do influence a person’s wellbeing, but a significant portion of people’s daily stressors are a product of their actual work environment and the demands placed on them. In addition to these activities, organizations would be wise to identify the on-the-job stressors that staff experience and design resources, or support, accordingly.
“It’s been interesting to think about things from a more organizational and system-wide perspective. It’s not just the idea of how things apply with one particular team but across a collective organization. Most organizations want to develop resilience. We want to develop resilience too, not only within individuals but within sub-teams and the organization as a whole. Leaders are architects of organizational culture and, thus, play a critical role in cultivating resilience and wellbeing for those serving the organization.
“Learning about the role leaders can play in this process has been interesting and offers a valuable opportunity for organizations to invest in their people.”
Download the latest Performance Special Report, Staying Agile: Managing Disruption and Optimising Preparation During the Pandemic – detailing the work of the English Institute of Sport with its teams and athletes.
“It can be very lonely at the top,” he tells an audience at the Leaders Sport Performance Summit at London’s Twickenham Stadium in November.
“My biggest thing is that I really like my family, friends and social life, and you can’t combine the two. I guess you can, but there’s no balance. So I’m constantly saying to myself to do this for maybe five more years. I’m actually on top of everything so, of course, I like to enjoy the Premier League and I’d like to stay here and all that, but it’s tough. I love it, but it’s tough.”
Frank, if his animated touchline demeanour is anything to go by, lives for the matches at the weekend and dies by the results, so to speak. Session moderator Michael Caulfield, who works with Frank and Brentford as a psychologist, asks how he copes with the work-life balance.
“It’s really simple, actually,” begins Frank in response. “My wife, she has absolutely no interest in football. So that’s good. I have two fantastic daughters, one 19, one 15, not interested in football – especially my 19-year-old daughter – she never knows if we’re playing.” Frank clearly values the division between work and his personal life, although he also tells the audience he has a son who takes a keen interest in football.
The Dane has been the Head Coach of Brentford since 2018, when he was promoted from his role as Assistant Head Coach. Three years later his team were promoted to the Premier League, although it might have been sooner had they not lost the 2020 Championship play-off Final to Fulham. The Bees made it in the end having successfully navigated the playoffs at the second time of asking last May.
As he takes to the stage, Frank has been a Premier League Head Coach for a little over three months and was still coming to terms with the increased scrutiny. “The media circus is totally insane,” he tells the audience. “I’m so happy I’m not on social media – I don’t know if any of you are – I will say get rid of it. It’s not worth it.”
Controlling the hurricane
Brentford made a positive start to life in the top tier. Their opening day defeat of Arsenal at their new Community Stadium was quickly followed by a creditable home draw with Liverpool and the Bees looked at home in the Premier League. Before the clocks had gone back observers were citing their success as vindication of their data-informed approach to performance under the owner Matthew Benham.
Frank had been identified by the club as a coach able to give life to their values when he was appointed Dean Smith’s assistant in 2016. He was as far removed as could be from the managerial merry-go-round that characterises English football and it’s questionable whether he would have been given a chance in the Premier League had he not been promoted with Brentford. Frank had worked with Denmark’s men’s underage teams in his homeland before taking the Head Coach’s role at Danish Superliga side Brøndby, where his tenure lasted three years.
The enthusiasm around Brentford has been tempered in some quarters by the club’s mid-season travails – not that Frank was ever carried away by the external narrative – and the west Londoners retain an excellent chance of staying up at the end of their first top-flight season since 1947. “We never say ‘stay up’, by the way – we try to achieve instead of avoid.”
Frank, who infamously lost eight of his first 10 matches in charge before building one of the best sides in the Championship, has developed a healthy self-awareness, which is just as well given the emotions he feels during matches. After 20 minutes of the 2021 play-off final, Brentford were cruising and the Premier League was within touching distance.
“I was thinking ‘have we done it? Have we done it? No! Just stay cool’,” he said, “and there’s just a hurricane inside you; and it’s for 70 minutes and it’s crazy emotions you’re feeling.”
Caulfield, who enjoys a weekly walk with Frank at Brentford’s Jersey Road training ground, asks how he controls that hurricane. “It’s very difficult. I use a lot of energy to stay calm. I’m quite an open, passionate person, but try to be very level with it. When I’m really shouting or anything I can lose my temper, of course, can I do that but very rarely. I’m aware of it and thinking about it every day.
“I think we – Michael and I – find coming in and among the staff and the players really good. We have a catch-up, walk around the training ground for half an hour. [I ask] How’s the staff? How’s the players? All the information I don’t get. Of course, confidential; so if it’s really confidential stuff I don’t get it. I talk about myself as well. I think that’s extremely important. Trying to work on your weaknesses and try to improve your strengths.”
Confident but humble
Frank, a former amateur player, turned to coaching at the age of 20. He says: “I never had a dream when I started coaching when I was 20 years old, 28 years ago, that I wanted to be a Premier League manager. Step by step, I was lucky and privileged to get all of these opportunities. I studied so much: how to be a good coach on the pitch, how to be really good at analysing games, and how to be specific in what I wanted to do.”
Frank recounts a tale from his time as Head Coach of the Denmark men’s under-17s team, a role he held between 2008 and 2012. “Back then, I analysed the game myself – I had no analyst. I got up, 5:30 in the morning, rewatched the game. It took me three and a half hours because I cut it down so that I could present the analysis to the team.”
Each player was presented with 10 clips and he spent 10 to 15 minutes evaluating those clips with each of them. “That gave them something to improve but also the way I wanted to play. So it was of course their individual development but also in their role. I wanted them to succeed. I don’t have the same time now but I have the same mindset.”
Privileged or not, there was nothing inevitable about his ascent to the Premier League but both he and Brentford made it happen. “In all kinds of sport, money is a big part of it. We speak a lot in football that money is 70 per cent and then the last 30 per cent is knowledge, culture, those margins. I think we do these 30 per cent and maybe let’s say 35 per cent unbelievably well.
“We have a fantastic group of staff where we have this unique togetherness and a really good group of players that we built over time and we’re really strong on culture. Togetherness, hard work, attitude and performance; and that’s what I try to drill into the players every single day. Two things I’ve stolen – I can say that out loud, no problem – I love the All Blacks book, Legacy, and that phrase ‘no dickheads’ – a fantastic one-liner.”
Caulfield says that he uses that a lot and Frank agrees. “You know, we only want good people and I think it’s extremely important. People need to be themselves and express themselves, but they need to think for the team and the club.”
Frank is also fond of phrase he first heard from Stuart Worden, the Principal of the BRIT School, a renowned performing arts college in South London. “His one-liner is ‘the right attitude is when you are confident but humble.’ You need to be confident, you need to trust yourself. I need to trust myself, the players need to trust themselves, but if you’re not humble for the work you need to do every single day, we can never achieve anything.”
He expresses deep affection for his players. He does not let sentiment get in the way of his decision-making but feels he can be better at having those difficult conversations, whether it is telling a player they are not playing tomorrow or that their future lies elsewhere.
“The most difficult thing is to keep everyone happy in the squad. It’s impossible and it’s breaking my heart when I can’t play some of the players who aren’t playing. But I trust my gut feeling and, you know, what I believe in, so I go with all the players. But it’s really tough to see some of them giving their all and they’re just not good enough. Maybe it’s only in my opinion, or maybe they are not good enough. You never know before they maybe move club, or I move, and see how their development is. I think that’s really tough. I haven’t found a way, I try to get around them, I try to speak to them, but that’s one of the things I’d like to do better, because it’s so important.”
It is a journey rather than a destination and Frank still “massively” enjoys developing as a coach. “I know when I was 30 I thought I knew everything, but even now I know nothing and I’m constantly trying to develop.”
His claim to know nothing is self-effacing but he is still trying to find the optimal level of control that enables his staff to grow and permits Frank himself to recharge his batteries. “If you don’t delegate then your staff never grow and you can never take a step back, I think that’s extremely important. But I just love to be hands on.” He then permits himself to future-gaze. “Maybe in 10 years I’ll back off a little bit,” he says, already doubling the five years he suggested earlier in the conversation.
As Caulfield draws the session to a close Frank shares a lesson he learned while listening to some fellow coaches at the Leaders P8 Summit the previous day. “We have a player who’s rarely playing but I think he’s so good for the culture. He’s such a culture builder, because he trains like a beast every single day. Now I think I’ll say that to him in front of everyone, when we meet in the coming days.”
What is the biggest obstacle to employees feeling valued and understood?
SC: Psychological safety and fear. People are afraid of getting it wrong or saying the wrong things or they just don’t know how to have the conversation with people. I always say if you’re not trying then you’re not going to make a mistake. If you try, you’re going to make mistakes – it’s just part of who we are as humans. It’s about your intent and your recovery as well. You’re going to make mistakes, you’re going to get it wrong, everyone is, and it’s about normalising that as well.
There can be dominant cliques or cultures in any organisation, but how can a team or organisation work to not only celebrate but see the value in cultural differences, different modes of thought or ways of thinking?
SC: It’s really about trying to break those cliques or to have one big clique so that everyone feels a part of the team. Everyone can have an activity whether it’s bonding over food or whether it’s celebrating cultural events. That in turn raises people’s awareness and helps them to become culturally competent. You’re giving them the tools to talk about it in a really friendly, informal way as well.
What is the role of leaders in supporting and promoting diversity of thought and culture?
SC: It stops and starts with leaders – that’s a part of leadership. If you think about inclusive leadership, essentially, people just want to be seen and heard for who they are. When people say to me ‘this might seem like a silly question’. No, there are no silly questions. ‘It’s fine, just say it, because I really want to know what you think and how you feel as well’. As leaders, the only way to be inclusive is to role model that inclusivity. It’s not what you say it’s what you do as well. People can work out really quickly that this person says one thing and they mean another; or it’s a tick-box exercise. It’s really about authenticity in this space and admitting to people that you’re going to make mistakes and this is where you are in your EDI journey and this is where you want to be and what support do you need and what support do you expect from people to give you that as a leader as well. It’s definitely a two-way conversation.
What can people in the cultural majority do at an organisation to support?
SC: Talk. It’s talking about it and sharing your experiences, it’s raising empathy levels and giving people the space to open up and talk and about it. Once you’ve opened up and talked about it, it’s ‘OK, what are you going to do about it?’ Because once you start asking the questions of people you need to have some sort of plan in place. And the plan doesn’t have to all be you, you can ask people ‘what do you think we need to do as an organisation? This is the vision of where I want us to be, how are we going to get there collectively?’
At what point will we not be talking about diversity, equity and inclusion?
SC: That’s the magic question, isn’t it – I’d love to be out of a job! That’s my goal in life and I have no answer to that one. The thing is it’s human behaviours and humans evolve and there’s no one mould fits all, it’s different tactics for different people. It’s about little steps every day that create and have a massive impact. Hopefully I’ll have no role – that would be the dream.
‘The Hall’ is the single greatest individual award that can be bestowed upon anyone in American professional baseball. The numbers he amassed over 20 seasons in Major League Baseball place him among the greats, and the joy of watching ‘Big Papi’ stride to the plate with bad intentions for opposing pitchers satisfied millions over the course of his career.
People will debate his greatest contribution to the game and if you pick up any one of the hundreds of articles written about him you will read that his personality and natural ability to lead are even larger than his physical stature.
I learned all this in person at Spring Training in 2007, when the impact he had on a certain 29-year-old journeyman minor league player kickstarted my journey in leadership.
Reaching your leadership ceiling
I am a big believer that leaders can be born but they can also be made in the sense that even if people have natural ‘born leader’ qualities the true height of that ability can’t be realized unless they continue to learn, train and exercise those abilities. Everyone is born with what I call a ‘leadership ceiling’. Whether that person reaches their leadership ceiling or not is dependent on a multitude of factors, such as, how influential can that person’s leadership be in a multitude of environments? Does a person have the requisite skill set to lead in any environment and most importantly can they activate those skillsets when it matters most? The best leaders on the planet exhibit a few crucial qualities regardless of who they lead.
At the Boston Red Sox’s Spring Training camp in late February 2007, I carried my bags into their clubhouse in Fort Meyers, Florida, and began to learn that Ortiz had those qualities in spades. I was heading into my seventh season as a professional, with my third club, and had yet to crack a Major League roster. Honestly, with my 30th birthday coming in October, I was questioning my time in professional sport.
Nevertheless, Spring Training can be a tremendous opportunity for younger guys or journeyman like me to make an impression on the coaches and decision makers. The second I walked into that clubhouse the place was different. There was a feeling of calm, easiness and focus on the task at hand: winning the World Series. This team was laser-focused on doing just that. This team was different too in that it was a very veteran clubhouse, including Jason Varitek, Manny Ramirez, Mike Lowell, Julio Lugo, Curt Schilling and, of course, ‘Big Papi’.
The origins of Ortiz’s nickname are rooted in American baseball culture. The most senior Latin leader in the clubhouse is referred to as ‘papi’, which loosely translated from Spanish means ‘daddy’. Major League teams and their affiliates will have rosters filled with players from the Dominican Republic, Venezuela, Mexico, Colombia and Curacao. They are signed between the age of 16 and 18 and usually start their careers in club-operated academies in the ‘DR’. The best will progress to the US where these young men are asked to learn a foreign language, assimilate to another culture and, oh yeah, play ball at a high level! On the flip side, you have a group of young American players who are yet to be exposed to Latin players.
What we know about human behavior tells us that people tend to assimilate in groups of similar people. Clubhouse culture in baseball is no different. In each of these groups – white guys from the West Coast, black guys, Northeast guys, Southern guys, the Latin guys – leaders tend to emerge from within these groups and, usually, these guys are comfortable enough in their own skin to bridge the gaps and pull people together. For the Latin players, the role of the ‘papi’ is crucial. With that moniker comes responsibility and, often, this man is not just the leader of the Latin players but a bridge to the coaching staff and everyone else on the team.
Intentionality and integrity
At Fort Meyers, I was assigned the number 76 – an awful number. You tell yourself it doesn’t matter but we all know it’s terrible. I would arrive at 5:30am for the workouts that typically didn’t get started until 9am because you never know what might happen. Lift, eat, sort equipment, adjust to any changes, whatever needed to be done. I remember the third or fourth day of camp at about 5:50am. I had just changed into shorts and a t-shirt and, out of the weight room having finished his workout, comes ‘Big Papi’.
‘Hey, what you doing here? It’s too early,’ he said in a deep voice with a heavy Dominican accent.
‘Papi’, I said, while pointing to the #76, ‘man, unless you’re early they forget about you!’ Part of me was kidding, part of me was dead serious. His answer was something that I’ll never forget.
‘Nah, you get invited to this camp, you have a chance to help us win a World Series and we gonna do that. Get your bat… let’s go hit!” He didn’t know me from the next guy but I was in that clubhouse and I had the same uniform on. At this point of his career he had been a three time all-star, a World Series champion and a World Series Most Valuable Player. At 6am he was changing his shirt post-gym workout and heading to the batting cage.
With his actions he was saying ‘we win things around here, this is how we work and you’re part of it’. This was his routine and he was going to do this whether I was in the building or not. I happened to be there so this was his opportunity to show me the culture in the building without saying a word. Leaders such as ‘Big Papi’ act with intention because they have a vision of where they see themselves and their club and a clear plan of how they can get there.
It spoke to his accountability too. Accountability and integrity are essential and connected, as it’s very easy to call for accountability in those you are leading. Holding people to account for their preparation, performance or work is easy – holding yourself to those same standards signals integrity. What are you doing when no one is watching you? Are you holding yourself to the same standard that you expect from those you lead? In world sport today, managers, coaches, or technical directors have a vision of what they want that culture to be but ultimately it must be player-led.

Communication and personal connection
It was 6:10am and I was sat in the batting cage with Big Papi, and Wily Mo Pena (a massive prospect at the time for Boston) taking turns. While Manny and Wily Mo would hit, Papi and I were in deep conversation about all number of things. He’d ask: where are you from? Where have you played? Are you married? Do you have kids?
When he hit, I watched him work through his hitting routine, how professional it was, how detailed and demanding he was of himself, how he watched Ramirez work (Manny is a legend himself). After I had my turn he asked me questions about my approach and the things I thought about when I was at the plate: did I like hitting left-handed or right-handed better? He was asking me about my baseball journey, how I ended up signing with Boston? Where did I feel most comfortable playing defensively? How did I believe I could help the club? What did the administration tell me about the opportunity I had in the organization?
Papi wanted to know who he was working with. He wanted to know what I was about. His approach in asking me these questions made me want to answer them without hesitation. Additionally, this was a two-way street. I didn’t know him, I just knew what I saw on TV. This was my opportunity to find out, besides talent, what made this guy tick. What was his journey to this point? One of the core beliefs I have in leadership and people development is the player resides within the man: if you want direct access to the player you better know the human first. He had an innate understanding that people’s talents, whatever they are, shine the brightest when there is a level of comfort in the environment.
That day the #76 felt important – like I really did have a chance to impact this club. Remember, this is 2007 and we weren’t talking about psychological safety then, but that’s exactly what it was. There was an easiness about him that was contagious. I hit early with that group the next ten days and every day was just like this. We got into real conversations, and it was incredible.
The ability for leaders to connect with everyone is vital to that person reaching their leadership ceiling or simply just having leadership qualities. ‘Big Papi’ went all out.
Authenticity
About two weeks into camp, the exhibition games against other teams start and the biggest beneficiaries of these early opportunities are guys just like myself. And I played terrific.
Early one morning I was in the cafeteria and in comes ‘Papi’. ‘Oye [Spanish for ‘listen’], I see you, you playing your ass off,’ he says. He grabs a bowl of oatmeal and takes a seat next to me. ‘There is a guy in this clubhouse that come up for one game – one series to help us win the division.’ I remember sitting in my locker later that day thinking this guy is unbelievable. The level of professionalism in his preparation. The respect he garnered not just from his play but also by how he treated his teammates, coaches and support staff. Most importantly, he was REAL!!!
There is a saying in baseball: ‘just remember, you can’t fool the clubhouse’. People know when you are real and people know when you are phony. When you are in a leadership position and you are an imposter in any way, you will lose the group.
Later in camp, the big boys were playing five to six innings and then the subs entered the game. We were playing the New York Mets and I replaced Ramirez in the sixth. When those guys get out of the game, they get whatever recovery they need from the physio team, shower, then leave. Well in the top of the seventh inning I was playing left field and Lastings Milledge hit an absolute rocket down the line near the corner. I took off full speed, located the baseball and laid flat out to make the best catch of my entire 14-year professional career.

At the end of the inning, I ran into the dugout and waiting on me at the top step in street clothes was ‘Big Papi’. He was watching the rest of the game as he was doing his recovery with the physio staff. When I’d made the catch he’d ran outside and was waiting for me at the top step. ‘Oye, that was unbelievable! I’m telling you, you gonna help us win something!’ When he’d first said that to me almost a month earlier, I’m sure he said that to put me at ease in the beginning of camp. Now, I had played well and he noticed. I believe in that moment he really believed ‘this guy really might be able to help us.’
Well, he wasn’t kidding the Boston Red Sox won something in 2007: the World Series and, believe it or not, they did it without me! I spent the entire season at Pawtucket, the Triple A affiliate. I had one of my best seasons as a professional and I never got called up. The younger version of me was crestfallen that I didn’t get promoted to the majors that year. The version that is writing this piece realizes the intellectual currency that I took from that experience. What I got was a six-week case study on what high level leadership really looked like up close.
Leaders connect on a personal level with those they lead. Leaders are vulnerable and transparent, understanding that authenticity in relationships is central to culture creation. Leaders realize they will accomplish nothing by themselves, and they need the contribution of everyone in the operation. Leaders make everyone in the operation feel like their contribution to the group is important. Leaders set the tone for what the standard is in the organization. Leaders do all these things and do so in different styles – we will cover that in later posts.
David ‘Big Papi’ Ortiz is a three-time World Series champion, a legend of the sport and now a member of the Baseball Hall of Fame. I’m not going to pretend that I know him because I don’t. We don’t talk and I don’t have his number. Here is what I do know: Papi has influenced countless lives by modeling what real leadership looks like. For me, that makes him a Hall of Fame leader.
Bobby is one of six Leaders Performance Advisors, a group of leading performance thinkers providing more subject expertise to our member-only content and learning resources. To find out more about all our Performance Advisors, click here.
From selfish to selfless
Kate Howey was a two-time Olympic medallist who appeared at four consecutive Games from 1992 through to 2004, she was also a world champion and perhaps the poster woman of British judo. She instantly became a coach and admits her ego got in the way at first. “It was very much about winning,” she told the Leaders Sport Performance Summit in London last November in her former role as Head Coach of British Judo. “I had an ego and if I could produce somebody who was winning medals that would be good for me. Then you get a bit older and wiser and realise it’s not about me, it’s about the athlete. That was a massive learning curve.”
Howey had made the journey from selfish to selfless. “It’s about how I break down the barriers and the softer skills of coaching,” she continues. “Get the human side of the athlete out to then build the trust to get the performance.”
It needs to be this way in a sport such as judo where the coaching is close-up and personal. “I’m probably from here to the photographer [about three metres away] coaching them matt side; and something can change in a second. I have to be on it and I have to have the trust from the athlete that I am giving the right instruction.”
Never say ‘back in the day’
If a self-referential approach was outdated in 2004, it is not going to serve any purpose with current athletes who were barely in school at that time. “‘Back in the day we did this’ – never ever say that to this generation because they’ll say ‘you didn’t even have TVs in your day, Kate.’ They’ve got a totally different understanding of what goes on in the world.
“Your coaching changes and you have to be innovative with that. You can even coach using somebody’s Instagram. You have to be super innovative.”
Find out what makes them tick
In judo, as Howey says, “It has to be athlete and coach working together rather than coach-centred or athlete-centred, because sometimes the coach does make the athlete tick as well, as much as the athlete needs the coach, the coach needs the athlete.”
She can be on the road up to 250 days per year, which means it is essential she develop rapport with athletes who might be half her age. “You’ve got to know the generation that you’re dealing with,” she continues. “They’re very clued up; mental health, tech savvy. You get to learn these things so you can have an ‘in’ on a conversation or just get down to their level, as hard as it may be, and challenging as it is.” She tails off for moment. “[I’m often] sitting there watching Married at First Sight for an hour.”
Howey does not necessarily enjoy this reality TV show but it is a worthy sacrifice. “The softer skills have to come in, which is possibly knowing what they’re doing that evening, knowing what’s going on in their life, knowing what’s going to make them tick – and what’s not going to make them tick – more to the point.
“How do I motivate them? How do I bring them down when they’re slightly high in terms of they’re too eager to do too much? Then they do too much and they get hurt. It’s a two-way thing and you have to have the conversations to get the information out.
“Sometimes it’s a chat over a cup of coffee that you don’t get in a training environment. You need to get to know your athlete in order to get the best out of them.”
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By John Portch
“And the sense of leading or inspiring others to do things they don’t necessarily think they can do.”
Miller is speaking at our latest Keiser Webinar, which was titled ‘Developing the Person and the Practitioner’. He is joined by Duncan Simpson, the Director of Personal Development at IMG Academy and moderator Dehra Harris, who serves as Assistant Director of High Performance Operations at the Toronto Blue Jays.
The trio explored people development on a personal and professional level; what is done well, and what could be done better.
Scaffold your development as you scale
You are perhaps never at a better time to restructure than when you have reached a low ebb. Miller explains that British Fencing currently has just one podium athlete but that he, in his role as Head of People & Culture, is working with the wider team to build elite foundations ahead of the 2032 Olympic Games in Brisbane. He says: “[We want to] create an environment where people learn from whatever lens they’re viewing the programme through – be it a coach, be it an umpire, be it a parent or stakeholder in the journey – we’re building those world class foundations to grow and scaffolding the learning as we go through without having too much expectation placed on the individual athletes.”
The IMG Academy, which is based in Bradenton, Florida, serves 1,300 student-athletes across eight different sports, and employs over 800 staff. It is more advanced than British Fencing in its efforts to scale and support development but, as Simpson explains, there is a constant process of breaking down the silos that form between subject matter experts. For him, the key lies in its structure where the four facets of student-athlete life – school, campus life, sports and athletic & personal development – are given an almost equal footing. “How organisations are structured actually plays a massive role in the processes and how we see collaboration.”
The power of informal learning opportunities
Structures are important but culture also has a role to play and this informs the thinking around the Toronto Blue Jays’ new training facility, as Harris explains. “If we only meet separately then it doesn’t work,” she says of the staff based at the 65-acre Player Development Complex, which opened in Dunedin, Florida, in February 2021. “Having times where we’re socially together across disciplines helped and not just jumping into meeting structure but having five minutes of shooting the breeze where everybody’s just talking as humans. We recognised that we needed to shift from this relentless productivity of Zoom.”
Performance staff and coaches are also brought together through what Harris calls ‘intentional collisions’, a process that is also popular at Google. She says: “Strength & conditioning sitting down with hitting, we’re going through a bunch of players, we’re looking through an S&C lens and a hitting lens and we’re talking about a specific hitting goal. That’s a place where we’re anchoring a goal but maybe bringing people who aren’t always in the same room together.”
Do with not to the learner
“I need to have a ‘see, feel, hear’ sense of what’s going on so that I can, with the rest of the team, support [the athlete’s] learning in a way commensurate and at a tempo which is good for them,” says Miller. “Hearing, and feeling, and sensing what’s going on with the learner and how we build the learning around them in their context is really important.”
He sums it up with a pithy aphorism: “do with not to the learner.”
At IMG Academy, Simpson tells the virtual audience that learning is divided into three buckets: what the individual prefers to improve in, what they’re required to improve in, and where they are actually improving. He says: “It’s getting an understanding of those three elements. The actual development part is ‘maybe I can have a little impact there’, but it’s also getting them to understand that, ‘yes, you want to develop in this area and that’s fantastic but we can have multiple areas that we’re passionate about but your role may have evolved and changed, or the demands have changed, and you’re required to improve in this area.’”
The open conversation around those three elements, which can be scaled from the individual to the wider team, are the starting point for goal setting each year.
Comfortable being uncomfortable (and curious)
Miller wants people at British Fencing to be comfortable being uncomfortable and, for the audience, draws on his experience serving aboard a nuclear submarine in the Royal Navy. “When people join a submarine they’re walking into a learning environment, which is a high performance learning environment,” he says of an experience he and his shipmates called the ‘fourth dimension’.
“The importance of that is regardless of where you are hierarchically, when you walk into a submarine for the first time you are a learner and the philosophy and the culture inside that submarine is that we need you to be the best version of yourself as soon as possible because you might walk past an incident and you need to know how to deal with it because you’re the first person there. You can’t rely on a subject matter expert to come and bale you out, as it were. That sense of learning, that sense of curiosity, is inculcated in every fabric of every human interaction inside a nuclear submarine.
“Everybody takes responsibility for their individual learning but also their collective learning.”
It is an attitude he has taken into his post-military career with England Rugby, the English Institute of Sport and now British Fencing. “If we can help people to flex their curiosity muscle and encourage people to ask really insightful questions and be curious and want to develop themselves, where we get to is a sense where ‘it’s OK to ask a good question. It’s fine. It’s OK to not have the answer.’ But what we’re encouraging is the ability to be hungry for that learning.”
Making learners feel safe
Harris, who previously worked with medical students, recalls a time when she experienced a safety shift when delivering feedback. “A friend helped me to think about the difference between calling someone out and calling someone in,” she says. “When you call someone out there are relationship stakes. I might fire you, I might do something at you; there’s going to be something happen versus if I’m calling you in, it can be very direct but I’ve removed the relationship stakes by saying at the beginning of the conversation: ‘I appreciate that you’re here, I see all the hard work.’ This is potentially a difficult conversation but there are no stakes. This is us being honest about what is happening. I have to give difficult feedback but I want you to be very clear that we’re working on whatever I say.”
In addressing the question of belonging and psychological safety, Simpson cites American entrepreneur Charlie Munger. “He always talks about how much he underestimates the power of incentives,” he says. “When I sit down with individuals, I may have this picture of how great it is to work here, and we’re all pushing in the same direction, but I also need to understand the individual’s incentives. Why do they come to work, what are they here to do, what are they motivated by?”
Time is another factor, says Miller, who stresses the importance of trust and rapport. “Also with the learner, it’s giving them attainable goals in the short-term so that they feel success for themselves. Harris concurs, adding: “Succeeding is cooler than only failing.”
Tracking growth and development
The panel agree that evaluating learning can be difficult and Miller uses the Kirkpatrick Model, which is widely used for evaluating training and learning programmes, to explain why he feels he has fallen short at times.
“Organisations that plan big learning and development programmes often stop at the reactionary phase, the foundation phase i.e. ‘how did it feel? What was the learning like?’” he says. “The next level to that is how you are transferring that knowledge into your context. Then Kirkpatrick will suggest, actually, it’s a bit deeper than that because it’s how are you applying it? This takes time. Where we want to get to is how has it behaviourally made a difference to the organisation?
“When I think about learning programmes now, I think about how I’m going to evaluate it in the first six to eight weeks after the experience; what does the transfer of knowledge into the context look like? I plan that, six weeks out to three months. Three months out is how they’re applying it in their context and then, finally, in a year’s time, if we review and reflect on that learning experience for those individuals, what does that look like and how does it change the human behaviours inside the organisation?”
Louis Cayer is one of the most experienced and decorated high performance coaches and coach educators in international men’s doubles tennis.
For the latest edition of the Leaders Performance Podcast, Cayer joined Leaders Performance Institute Editor John Portch to discuss his work with the Lawn Tennis Association [LTA].
Also on the conversational agenda are:
John Portch: Twitter | LinkedIn
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