session 1.5 influence without authority · 2018-04-14 · session 1.5: influence without authority...
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Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 125
Session 1.5 Influence Without Authority
Total Session Time: 1 hour, 15 minutes
Learning Objectives: By the end of this session, participants will be able to:
• Distinguish between personal and positional sources of power.
• Apply an influence model to increase personal potency in an organization.
Introduction
Slid
e 1
Slid
e 2
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 126
Influence vs. Authority
Slid
e 3
• One of the ways in which people
demonstrate leadership is by exercising
influence.
.
Slid
e 4
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 127
Slid
e 5
• This session is based on the work of
Allan Cohen and David Bradford. They
wrote a book called “Influence without
Authority” and developed a model for
how to effectively influence others.
• Here are some key points from their
work.
• Sometimes, we think “if only I had the
authority, if only I were the boss, if only
I were in charge, then I would have
influence.”
• The truth is, even when you are the
boss, it still does not mean you can
actually influence what will happen
next.
• Improving your ability to influence
others, regardless of your formal
authority, is a useful skill to develop.
• Being in a position of authority (such as
a manager or director) confers positional
power; however, you do not need
positional power or formal authority to
influence others.
• You can develop your own capacity and
skill at influencing others, and you can
use it whether or not you are in a
position of authority. You can influence
others without authority.
Source:
• Cohen, A.R. and Bradford, D.L. 2005.
“The Influence Model: Using
Reciprocity and Exchange to Get What
You Need.” in Journal of
Organizational Excellence. Vol 25, No
1. pp 57-80.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 128
Slid
e 6
• Influence can happen directly or
indirectly.
• It can happen in many different settings,
both formal and informal.
• When you want to influence someone,
choosing the setting (phone call,
meeting, etc.) is one of the last steps in
the process.
• Remember, it is more important to
prepare well for influencing others, than
to choose the “perfect” setting for
influence to take place.
Source:
• Cohen, A.R. and Bradford, D.L. 2005.
“The Influence Model: Using
Reciprocity and Exchange to Get What
You Need.” in Journal of
Organizational Excellence. Vol 25, No
1. pp 57-80.
Slid
e 7
•
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 129
Art of Give and Take
Slid
e 8
• Cohen and Bradford talk about The Law
of Reciprocity
• This is the belief that people should be
paid back for what they do.
• Essentially, it means that one good turn
deserves another. (Or, one bad turn
deserves another – it can be positive or
negative.)
• In general, people tend to expect that
when they do things for others, those
people “owe” them something in return.
One act (positive or negative) is repaid
with an equally valuable act in return.
• Ideas of reciprocity are closely linked to
the concept of influence.
Source:
Cohen, A.R. and Bradford, D.L. 2005. “The
Influence Model: Using Reciprocity and
Exchange to Get What You Need.” in
Journal of Organizational Excellence. Vol
25, No 1. pp 57-80.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 130
Slid
e 9
• To be able to influence someone, the
receiver must see a benefit of some kind.
• Basically, you are offering something
valued in return for what you want or
need.
• Give and take can be positive or
negative.
• In a positive exchange, the “trade” you
offer can be an offer to share
information, assist with a project, etc.
• For example, a negative exchange could
result be the loss of a benefit, or a lack
of cooperation, or a cost that results
from an undesirable response. This
negative exchange might start by
withholding something valued or
needed, or giving someone something
that they do not want.
• Normally we are using this approach of
positive exchange without even thinking
about it.
• For example, we try to make good
relationships with our colleagues,
managers, and stakeholders.
• Learning more about this process can
help us when we are dealing with people
who are more difficult to influence.
Source:
Cohen, A.R. and Bradford, D.L. 2005. “The
Influence Model: Using Reciprocity and
Exchange to Get What You Need.” in
Journal of Organizational Excellence. Vol
25, No 1. pp 57-80.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 131
Currency and Using the Influence Model
Slid
e 1
0
• The term currency describes what is
traded under the Law of Reciprocity.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 132
Slid
e 1
1
Source:
• Cohen, A.R. and Bradford, D.L. 2005. “The
Influence Model: Using Reciprocity and Exchange
to Get What You Need.” in Journal of
Organizational Excellence. Vol 25, No 1. pp 57-80.
Refer to Handout 1.5.1: Currencies
Frequently Valued in Organizations on
page 137.
• Influence becomes possible when you
have something that others want.
• The concept of “currencies” can help
you figure out what you might have to
offer that you could offer in exchange
for cooperation, or something that you
want or need.
• If you are not in a position of great
power, then you have to think creatively
to figure out what you can give that may
be useful or valuable to your colleagues.
• You need to be aware of the many
different things that people care about in
your workplace.
• Many of the most valuable currencies
are things that do not cost you anything
to give, like gratitude, recognition,
information sharing, etc.
• You may not be in a position where you
control some of the currencies that are
valued by the person you are trying to
influence; however, you can think
creatively to find some common ground.
• We have already mentioned that
exchanges can be positive or negative.
• Negative currencies are things that
people do not value, or wish to avoid.
• Use caution when employing a negative
currency. Although sometimes negative
currencies are necessary, they may spark
undesirable chain reactions and do
damage to relationships.
Slid
e 1
2
• The answers to these questions are
usually complicated – it is much easier
to complain about what is wrong than to
think of a realistic goal that would make
something better.
• To influence, you must have a goal in
mind.
Source:
• Cohen, A.R. and Bradford, D.L. 2005.
“The Influence Model: Using
Reciprocity and Exchange to Get What
You Need.” in Journal of
Organizational Excellence. Vol 25, No
1. pp 57-80.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 133
Slid
e 1
3
• It is important to sort out our personal
desires and ambitions from goals that
benefit the organization.
• Personal career advancement is not a
goal that will help you influence others.
• Strategic thinking about goals and
priorities is useful for gaining clarity.
• Try to determine what the primary
objective is, and what is secondary.
• For example, promotion or
recognition may be your secondary
goal, but your primary goal should
be something that will benefit your
organization, stakeholders, or the
people you serve.
• Try to determine: What are short-
term objectives and long-term
goals?
• Try to separate critical needs from
preferences – what is critical to
achieving the goal?
Slid
e 1
4
Refer to Handout 1.5.2: Model of
Influence Without Authority on page 139.
Review each step in the model below using
the explanations for each point found in
Handout 1.5.2:
• Assume everyone is a potential ally
• Clarify goals and priorities
• Diagnose the world of the other
• Identify relevant currencies
• Deal well with relationships
• Influence via give and take
Source: Cohen, A.R. and Bradford, D.L. 2005.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 134
Slid
e 1
5
• Often, we use the influence model
instinctively;
• However, it can be extremely beneficial
to take a systematic approach to
influencing others in particular
situations.
• For example, you might consider using
this under these situations listed on the
slide.
Slid
e 1
6
Refer to Worksheet 1.5.1: Influence
Worksheet on page 141.
This worksheet can be used to strategically
think through your goals and prepare you to
influence others.
If you do not finish this worksheet
during the training session, complete the
worksheet as homework.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 135
Slid
e 1
7
• Influence is a skill that can be learned
and practiced strategically
• All influence operates based on
principles of exchange. It is the art of
give and take.
• Strategic influence requires advance
preparation
• It is important to consider potential costs
to you, as well as to the other party, for
cooperating with your idea or project
• You have a wide range of currencies at
your disposal
• Influence requires thoughtful
communication at every stage
• Influence happens over time – do not
think you have failed if you have not
convinced someone to cooperate with
you in one meeting or interaction!
• Influence will work best if you are
working toward a goal that will benefit
the organization
• Trust, reputation, and good
relationships are the foundation for
successful influence; good relationships
are the means for accomplishing your
goals.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 136
Key Points
Slid
e 1
8
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 137
Handout 1.5.1: Currencies Frequently Valued in Organizations
In a variety of workplaces and professional settings, at least five types of currencies come
into play. Although this list is not comprehensive, it provides a view of possible currencies
that may be useful when thinking about the things people care about, and what you have to
offer.
Inspiration-Related Currencies
Reflect inspirational goals that provide meaning to the work that a person does.
Vision Being involved in a task that has larger significance for unit,
organization, customers/clients, or society
Excellence Having a chance to do important things really well
Moral/ethical Correctness Doing what is “right” by a higher standard than efficiency
Task-Related Currencies
Relate to a person’s ability to perform assigned tasks, or to the satisfaction that arises from
accomplishment.
New Resources Obtaining money, budget increases, personnel, space, equipment, etc.
Challenge/learning Getting to do tasks that increase skills and abilities; opportunities to
participate in “stretch assignments”
Assistance Receiving help with existing projects or unwanted tasks
Organizational Support Receiving overt or subtle backing or direct assistance with
implementation
Rapid Response Getting something more quickly
Information Obtaining access to organizational or technical knowledge
Position-Related Currencies
Enhance a person’s position in the organization, and indirectly aid the person’s ability to accomplish
tasks and advance their career.
Recognition Acknowledgment of effort, accomplishment, or abilities
Visibility The chance to be known by higher-ups or significant others in the
organization
Reputation Being seen as competent, committed
Insiderness/Importance A sense of centrality, of belonging
Contacts Opportunities for linking with others
Relationship-Related Currencies
Connected to strengthening the relationship with someone.
Acceptance/inclusion Feeling closeness and friendship
Understanding Having concerns and issues listened to
Personal support Receiving personal and emotional backing
Personal-Related Currencies
Valued because they enhance the individual’s sense of self.
Gratitude Appreciation or expression of indebtedness
Ownership/involvement Ownership of and influence over important tasks
Self-concept Affirmation of values, self-esteems, and identity
Comfort Avoidance of hassles
Continued on next page.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 138
Common Negative Currencies
Negative currencies are things that people do not value, and often wish to avoid. Use these
with caution in your practice of influence. Although they are sometimes necessary, they may
result in additional negative chain reactions (such as retaliation) and/or damage to
relationships.
When using negative currencies, try to use positive framing. For example, a statement such as
“I know you wouldn’t want to be left out” is likely to be better received than a direct threat
(i.e., “If you do not cooperate, I will see to it that you are left out.”)
Withholding “Payments” of a valued currency
Not giving recognition
Not offering support
Not providing challenge
Threatening to quit the situation
Creating undesirable situations
Raising voice, yelling
Refusing to cooperate when asked
Escalating issue upwards to common boss
Going public with issue, making lack of cooperation visible
Attacking a person’s reputation, integrity
Source: Cohen, A.R. and Bradford, D.L. 2005. “The Influence Model: Using Reciprocity and
Exchange to Get What You Need.” in Journal of Organizational Excellence. Vol 25, No 1.
pp 57-80.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 139
Handout 1.5.2: Model of Influence Without Authority
Assume everyone is a potential ally • Do not write someone off as your adversary or enemy prematurely.
• Start with a positive approach, assuming that everyone (including managers and directors and
other people in authority positions) has the potential to be your ally if you work at it.
• Where do your interests overlap? How can this relationship be mutually beneficial?
• If you think that it is worthless or hopeless to try to influence someone, then you are giving up!
Clarify goals and priorities
• Think strategically about what you want to influence.
• What will benefit your organization? Is this a critical need? What are the short- and long-term
steps?
Diagnose the world of the other
• What will it cost someone to cooperate with you? Do they risk losing anything (reputation, etc.)?
• How can you minimize these costs?
• What is important to them? What forces might shape their goals, concerns, and needs?
• Understanding the pressures that someone is under can help you avoid blaming, and start seeing
them as an ally.
Continued on next page.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 140
Identify relevant currencies • Give thought to what resources you have that your ally desires.
• Remember that your ally will value more than one currency – be creative and think broadly!
• Also consider what resources your ally commands.
Deal well with relationships
• Good relationships are the foundation of all influence. They are the means by which we get
things done.
• What is the nature of your relationship with the person you are trying to influence? Is it positive,
negative, or neutral? Do you have a history of working with this person? Is there any damage
that you have to try to repair before moving ahead?
• How does this person want to be related to? Try to relate to them in the way that they prefer.
Influence via give and take
• Using all of the information you have gathered, you can determine your approach and begin
trying to make exchanges.
• Try to plan an approach that has the best chance of being judged on its merits, and remember that
both the task and the relationships are important.
Source:
• Cohen, A.R. and Bradford, D. L. 2005. “The Influence Model: Using Reciprocity and Exchange
to Get What You Need.” in Journal of Organizational Excellence. Vol 25,No 1. pp 57-80.
Available at
http://www.influencewithoutauthority.com/images/Influence%20article%20J%20Org%20
Excellence.pdf.
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 141
Worksheet 1.5.1: Influence Worksheet
Describe the basic issue in one phrase or sentence:
What is your vision/what do you want to have happen?
Why is this a good idea?
(top 3 reasons)
(1)
(2)
(3)
What are likely
arguments against your
position?
What are the potential
costs to the other party?
(real costs AND perceived
costs)
What are the potential
benefits to the other
party if this is successful?
What are important
interests, needs,
priorities, and fears to
consider?
What would success look
like? (Examples,
indicators)
Leadership and Management Course Participant Handbook
Session 1.5: Influence Without Authority 142
Sources/Bibliography:
Refer to these materials for additional background reading, as needed.
• Cohen, A.R. and Bradford, D.L. Influence without Authority. Hoboken: John Wiley &
Sons, Inc. 2005.
• Cohen, A.R. and Bradford, D.L. 2005. “The Influence Model: Using Reciprocity and
Exchange to Get What You Need.” in Journal of Organizational Excellence. Vol 25, No
1. pp 57-80. Available at http://www.influencewithoutauthority.com/images/Influence%20article%20J%20Org%20Excellence.pdf.