The Office of the (Near) Future: Remote-First Work

Surprised by your employees’ productivity working from home? You may be considering how you can capitalize on the transition that’s already occurring and accelerate the shift to a remote-first work environment. However, before you do, there are some critical lessons that you can learn from businesses already working in a virtual environment.

Reimagining the office
As human beings, it is difficult to think about the future without viewing it as an incremental improvement over the present. In today’s virtual environment, most organizations are attempting to recreate everything that was happening in an office environment and do it online. This is a common mistake that happens all the time – but it’s not actually the most effective way to transition.
In addition, many employers have invested significant sums of money in corporate campuses to improve collaboration. As companies have invested more in keeping people engaged at the office – leaders are left wondering how to walk away from these major investments and what takes their place.
So, how do you transition to a remote-first environment?
1. Reimagine don’t recreate: List out the assumptions you have about in-person work and provoke each one of them, reimagine what those tasks and activities might look like in a virtual work environment.
For example, many assume that: “if we become remote-first, we’ll never see each other again.” If in-person interaction is critical for your company culture and productivity, repurpose the office environment as a co-working space for employees to collaborate with each other when they need it. This opens opportunities to use smaller spaces that are closer to concentrations of employees, for example a co-working space in the city and an option for those in the suburbs – shifting away from a more traditional corporate campus.
In the COVID-19 environment, this requires some thoughtful consideration on what types of interaction need to occur in person and which interactions can happen over the phone or video chat, but there is no need for absolutes. Provide your team with options to meet in person if they prefer and can do it safely.
What does this look like in practice? A great example to look at is Automattic - a distributed digital publishing company (think WordPress and Tumblr) with over 1200 employees spread across 77 countries and 93 different languages. While a fully remote organization, the company still values in-person interaction, which helps them to maintain their culture – they have simply flipped the standard ratio (mostly in-person and infrequently remote) to mostly remote and infrequently in-person.
2. Lead the change: If leaders are still in the office, the rest of the company will aim to come into the office – if you want to be remote-first, leaders must commit to being remote themselves.
Face time with senior leaders is often considered an important rite of passage for corporate cultures, and the more time a leader spends communicating with you the better chance you have of being noticed for a promotion or a high-impact project.
In a remote-first organization, leaders can create a level playing field for a distributed workforce that rewards outcomes and not the person who is the first one in, last one out, or sends emails at all times of the day.
In shifting to remote-first, your leadership team must model the way they want employees to act. This means the leaders must also go remote and build new communication habits in their organization to allow for asynchronous collaboration and updates.
We are going fully remote first at Quora. Most of our employees have opted not to return to the office post-COVID, I will not work out of the office, our leadership teams will not be located in the office, and all policies will orient around remote work. (1/2)
— Adam D'Angelo (@adamdangelo) June 25, 2020
3. Flip the ratio of in-person to virtual interactions: In-person interactions don’t go away in a remote-first world, they are more targeted and thoughtful. Provide stipends to employees for team meetings, one-on-ones, and other interactions and set guidelines on when in-person interactions should happen and when they are not needed.
People are surprised when I say this, but I think in-person is really key. And so we just flip it, so instead of saying you have to be around your colleagues 48 weeks of the year and do whatever you want for a month, we say be wherever you want for 48 weeks out of the year and for three or four weeks a year we’re going to bring you together.
- Matt Mullenweg Automattic CEO
Remote-first companies need to set clear expectations and guidelines for when teams should come together (in a co-working space, coffee shop, or elsewhere) and limit those interactions to ones that add more value being together in-person than virtually – flipping the old co-location ratio as Automattic has done.COVID-19 has challenged common biases of where work can be done most productively, and you’ll find that teams (equipped with the right tools and resources at home) can be surprisingly productive without being co-located.
And who says you can’t have office perks while at home? It can be as simple as repurposing the money invested in your latte machine to provide a stipend for a green screen, dual monitors, microphones, and a high-quality web camera (and maybe an UberEATS subscription for some snacks when desired).
4. Create a new rhythm of communication: Asynchronous communication involves a new communication rhythm — repurposing emails/check-ins and other meetings and creating new norms for how information is communicated and how others can contribute to building on ideas from other parts of the company.
Leaders should consider building a new asynchronous rhythm of doing business. Instead of emails and calls (which in a distributed workforce are tough to schedule across time zones) – consider a blogging system like what Automattic uses called P2s to document progress on projects.
P2s are posts written every day by employees to summarize what they have been working on, the problems that they might have encountered, and the discussions they had that day. If you think about the purpose of in-person meetings, whether face-to-face or on Zoom, this is typically what people are doing – unearthing hidden information from the organization to see what folks are working on, reach group decisions and find ways to collaborate.
By documenting what is happening on P2s, it has become a cultural norm at Automattic for all employees to read P2s and uncover what is happening around the company. This communication method creates a transparent organization without FOMO (fear of missing out) when not included in a meeting or copied on an email chain. Using an internal search index, you can look up P2s and follow certain topics (like Google Reader) to stay informed on progress.
5. Honor what made your culture great while continuing to grow: Continue to honor what makes your culture great, remote-first doesn’t mean you have to lose it – it offers new opportunities to build your culture and invite more talent into your organization that you previously may not have had access to.
If you ask any leader what makes their organizational culture great, you will likely get a range of responses from company to company. Some companies value a strong safety and compliance culture that enables them to reduce risk in their work environment, while others value an entrepreneurial environment where they are afforded creativity to take on challenges. Employees on Glassdoor rarely say that office perks make a company great – it’s about the people, work environment, and opportunities provided.
Those same positive attributes can be reimagined (not recreated) in a remote-first environment. It can be as simple as creating space on employees' calendars for “making time.” Making (or Maker’s time) is a concept created by Paul Graham, founder of Y Combinator, which advocates for blocking a large portion of each day for individuals to do focused project work without fear of interruption or task-switching – for example blocking each morning until 12:30 PM for individual work.
By reducing the need for emails and check-in calls, it creates more dedicated work time for employees to creatively solve challenges and is a great example of reimaging the virtual workplace vs. recreating interactions we typically had in person when located next to each other.
To encourage comradery, you can promote small team or one-on-one interactions amongst employees by providing gift cards for lunch or coffee so employees located near each other can meet and network. Another option is for leaders to participate in targeted, fun interactions across the company – for example, virtual trivia nights, a virtual scavenger hunt, or hosting a “bring your kids to work” on a company or department-wide Zoom call. Anything to create a positive environment representative of your company culture.
Remote-first work allows organizations to honor and celebrate what made their office cultures great and re-invest time and resources to continue improving on that culture forward in a distributed work environment where you have access to more talent outside of your city.
So, what’s next?
The current work environment offers both challenges and opportunities. Shifting to a remote-first permanently can make sense for organizations moving forward that have seen the benefits of this shift but doing so doesn’t need to be a daunting challenge. By learning from organizations who have been doing this and doing it well for years, your organization can meet the challenge of the future, while preserving your culture, accessing new talent and reimagining your work environment to unlock productivity.
Related content

Work today is too complex for individuals to succeed in isolation, and almost every critical decision, innovation, or transformation depends on teams working effectively together. To understand what actually makes those teams work, BTS analyzed 6,702 leader coaching goals and 3,211 leadership team survey responses using our High-Performing Team Assessment model, comparing what leaders say they are working on with what teams say is getting in their way.

Meetings are a universal ritual in organizational life. While managers on average spend more than half their working hours in meetings, many leaders can’t shake the feeling that meetings are falling short of their potential. Are they advancing the work, or quietly draining energy? At BTS, we study teams not as collections of individuals, but as living systems. This perspective reveals dynamics that traditional methods often overlook. Rather than aggregating individual 360° assessments, we assess the team as a whole to examine how the team functions collectively. Applying that lens to one of the most common team activities (meetings) uncovers patterns worth paying attention to. Drawing on thousands of team assessments in our database, we focused on two meeting behaviors:
- Do teams meet regularly?
- Do team members leave meetings with clear accountabilities and next steps?
Our question: How strongly do these behaviors relate to overall team effectiveness?
What the data revealed
Using data from 1,043 respondents (team members and informed stakeholders) we ran a Bayesian analysis to evaluate the predictive power of each behavior. The results were striking:
- Both behaviors were linked to higher team effectiveness.
- But one mattered far more: leaving meetings with clear accountabilities and next steps was 3.9x more predictive of team effectiveness than simply meeting regularly.
- And teams that often or always wrap up meetings with next steps rated 0.66 points higher on a 5-point scale of team effectiveness than teams who sometimes, rarely, or never close with accountabilities - that's almost a full standard deviation higher (0.96 sd)
Meetings aren’t the problem, muddy outcomes are.
Teams often default to frequency, setting cadences of check-ins or standing meetings. Our data suggest that what differentiates effective teams from the rest is not how many meetings they hold, but what comes out of them. A team that meets less often but ends each session with clear accountabilities will outperform a team that meets frequently but leaves outcomes ambiguous. In other words, meetings aren’t inherently wasted time; they become wasted time when they don’t translate into aligned action.
A simple shift that pays dividends
The good news: improving meetings doesn’t require radical redesign. Small changes reinforce accountability and dramatically increase the value extracted:
- Close with clarity. Reserve the last 5–10 minutes of every meeting to confirm: What decisions have been made? Who owns what? By when? This habit shifts meetings from “discussions” to “decisions.”
- Make commitments visible. Use a shared action log, team board, or project tracker so next steps are transparent, and progress is easy to follow. Visibility builds accountability.
- Assign a “Closer.” Rotating this role signals that closing well is everyone’s responsibility. The Closer ensures the team doesn’t drift into vague agreements, but leaves aligned and ready to act.
When teams adopt these habits, the difference is tangible: less rehashing of the same topics, faster progress on priorities, and a stronger sense of shared ownership. These small shifts compound quickly, making meetings not just more efficient, but more energizing and effective. In a world where teams face relentless demands and limited time, focusing on how meetings end may be one of the fastest ways to improve how teams perform.

Most leaders focus on strategy—not because they undervalue culture, but because strategy feels concrete. It has structure, timelines, metrics, and deliverables. It’s visible and defensible. When pressure is high, strategy gives leaders something they can point to and steer. Culture doesn’t always feel that way. It’s harder to define, harder to measure, and often lands in the “important, but not urgent” pile. That’s not a leadership flaw. It’s a gap in how we’ve equipped leaders to lead.But if you want to change how your organization operates, you have to start with what people experience every day.
Below are six no-fluff actions from our recent event, , designed to help you leave your team stronger than you found it.
Culture Without the Fluff→ Don’t miss events like these! Sign up for our newsletter or visit our events page to see what’s coming.
1. Build shared habits
If strategy defines where you’re going, culture determines whether you’ll get there. Strategy can shift quickly, with a new market, goal, or CEO. Culture can’t. It’s shaped by the beliefs, habits, and norms that don’t pivot on command—and that’s where friction starts. The disconnect doesn’t usually show up in big moments. It shows up in how decisions get made, what’s prioritized under pressure, and whether feedback is honest or avoided. These daily behaviors signal what really matters, regardless of what the strategy says. That’s why high-performing organizations go beyond communicating direction. They turn strategy into clear expectations for how people should work, lead, and collaborate—and then reinforce those expectations through routines, incentives, and leadership behavior.
Try this:
Pick one strategic priority and ask: What should people be doing differently if this is truly our focus? If you’re not seeing those behaviors, there’s a gap. Ask yourself: Do our daily habits match the future we’re trying to build?
2. Use the levers you already own
Culture change doesn’t have to start with a massive initiative. It can start with the levers you already own. Culture lives in the mechanics of your team’s work: how meetings are run, how frontline decisions are made, how failure is treated, and what behaviors leaders model. These small signals shape big beliefs. That’s why abstract values and vision statements alone often fall flat. They’re not wrong, but without action behind them, they’re just words on a page. Real change starts by zooming in on specific moments that shape how work gets done, and making small, intentional shifts. Want a culture of accountability? Focus on what happens after meetings. Want more innovation? Look at how failure is handled during team reviews.
Start here:
Pick one lever (like how meetings are run) and ask:
- What messages are we sending through how we meet?
- Who speaks up? Who stays silent? What actually gets decided?
Then make small adjustments that reinforce the culture you want—not the one you’ve inherited.
3. Avoid the tempting pitfalls
If you’ve ever rolled out a new set of values, launched a culture initiative, or shared a bold new vision, only to see behavior stay exactly the same, you’re not alone. Most culture efforts stall not because leaders don’t care, but because they start with what’s visible and familiar: messaging, posters, kickoff events. These feel like the right moves. But they rarely shift what people actually do, and rarely resonates in a meaningful and lasting way In our recent webinar, we shared six common traps that organizations fall into often with the best intentions. Here are three that come up again and again:
- Relying on values to do the heavy lifting. Most teams have clear values, but that’s not the problem. The challenge is turning those values into real habits. If the way you run meetings, make decisions, and give feedback doesn’t reflect what’s on the wall, people notice—and disconnect.
- Expecting HR or culture champions to lead the culture shift alone. HR and champions play a big role in culture, but they can’t do it without leaders. People take their cues from credible influencers in the business: what gets rewarded, what gets ignored, and how leaders show up under pressure. That’s where real culture change starts.
- Announcing culture change before actually changing anything. This is a classic case of show don’t tell. When leaders talk about change without shifting the day-to-day experience, people become skeptical. They’ve heard it before. What earns their belief and commitment is seeing leaders act differently in ways that directly affect their work.
P.S. We’ve rounded up 3 more pitfalls worth avoiding. See them here.
Start here:
Surface the unspoken. Ask: What do people believe they’ll be rewarded for today? What would they have to believe to behave differently?Culture change requires shifting the mental models that shape behavior.
4. Shift the beliefs beneath the behaviors
You can’t shift behavior without understanding the beliefs behind it. If teams aren’t collaborating across silos, it’s probably not because they don’t want to—it’s because they’re rewarded for competing, not collaborating. If leaders aren’t taking smart risks, it might be because failure has been punished, not treated as a learning moment. These everyday behaviors are just the surface—what’s driving them are deeper, often invisible beliefs that probably outlast the tenure of some of your employees.
Start here:
Ask: What are the unspoken rules here? What would someone need to believe for this behavior to feel natural, safe, and worth it? Until you name and shift those beliefs, culture efforts will stay stuck at the surface.
5. Don’t let your culture fall behind your tech
Honestly, the real surprise would be if AI wasn’t reshaping your culture. Some organizations are going all-in on experimentation. Others are still figuring out what their approach will be. But wherever you are on the curve, one thing’s clear: this moment feels a lot like the wild west. And your talent is picking up on that. Leaders are signaling the need to adapt and innovate—but rewards and incentives often tell a different story. Without clear signals from the culture that it’s safe to try, valuable to learn, and worth the risk, even the smartest tools won’t be used to their full potential.
Ask yourself:
- How are we capturing what’s working with AI—and making those insights visible and usable across the organization?
- What are we taking off people’s plates to give them the time and space to learn, experiment, and adapt?
- Have we updated the priorities, deliverables and expectations to reflect the new reality—or are we layering AI on top of an already full workload?
- Are leaders helping people see the personal value in this shift—so AI feels like a path to growth, not a threat to their role?
6. Start small, scale fast
Most leaders assume culture change has to be slow and sweeping. But it doesn’t.We’ve seen major progress start with one small shift—the kind that’s visible, repeatable, and high-impact. The key? Start where the energy already is: a team that's eager, a leader who's ready, a process that’s stuck. Then focus on one behavior that’s holding things back—and change it. From there, scale what works.
Start here:
Use this simple 3-step exercise to find a small, high-impact place to start:
- Pinpoint a stuck spot: Where is strategy getting delayed, deprioritized, or lost in translation? Common areas include:
- Team meetings that always run long but lead to no decisions
- A new tool or process people aren’t adopting
- A frontline team disconnected from the broader strategy
- An area with low engagement or slow execution
- Identify the blocker behavior:
- What specific habit, mindset, or expectation is in the way? (e.g., defaulting to top-down decisions, rewarding speed over learning, fear of trying something new)
- Make one shift—and scale what works
- Change that behavior in one team, one moment, or one process.
- Capture the impact. Then share the story and replicate what worked.
Change spreads through stories. Show people what’s possible, and they’ll move with you.
Culture change is hard. Doing it alone? Even harder.
We work with teams around the world to:
- Spot what’s working—and what’s getting in the way
- Test small shifts that create big ripple effects
- Keep momentum going as change starts to spread
Reach out to us to start a conversation!
Related content

Leading with Purpose, Part 1
Most CEOs I speak with are not 100% at peace with their company’s purpose. As the market, their people and their business evolve, so will their purpose. As some of the best companies of past and present show us, there is strength, and even magic, in a great company purpose. What is also clear, however, is that this magic does not come from just having a “purpose” or “vision,” but rather from how well a company is executing against their purpose.
When Southwest Airlines (which has been profitable for 45 consecutive years, and on FORTUNE’s list of World’s Most Admired Companies for 24 straight years) was first starting out, their mission was to make flying affordable.1 They rallied their people on the idea that a grandmother should be able to affordably buy a ticket, at the drop of a hat, to get on a flight to see her new grandchild. This simple mission led to the “Southwest Effect,” which transformed the airline industry, and continued to be a lens with which the Southwest leadership team made key decisions.
Today, Southwest’s vision has evolved: “To become the world’s most loved, most flown, and most profitable airline.” And they are executing on this vision. They continue to drive superior shareholder returns against all industries on the S&P 500 (as they have for the past 44 years), and in 2018 were named the top low-cost airline in JD Powers customer survey reports for the second year in a row.
As the Southwest example highlights, great company purpose combined with a leadership team who will build the work-flows, culture, processes and metrics to live up to it can be an enormous employee motivator. But we have also experienced, both at BTS and with our global clients, that a good company vision and purpose on their own are not sufficient – employees need them to be even more personal to them as an individual. I remember a lunch I had twelve years ago with a 24-year old new hire who was my direct report. After some small talk he looked at me and said, “Why are you here? Why have you spent seven years with the same company?”
I’ll never forget that lunch. It was the first time I had been asked the question, and it was the beginning of a new decade where our employees were much louder and more active about wanting to reflect and spend time on our mission and purpose, linking it to their personal values and the impact they strived to have in the world. Luke, that 24-year old new hire, has made me and our company better as a result of his question.
In the last decade, there has been a growing emphasis in the business world on finding a deeper motivation to unlock greater meaning at work. For some this may sound ‘fluffy,’ or as one executive we spoke to commented, “Is this just the next version of the pursuit of vision and values? It sounds great on paper but too often makes little real difference as it tends to stay on the wall, rather than live in your heart.”
Yet your people spend the majority of their life at work and with colleagues. At its best, a sense of purpose is a way of bringing meaning to their work and understanding the contributions they are making to the company, as well as greater society. It makes sense, then, that employees who are clear on their personal and professional purpose end their work day invigorated and proud of what they’re doing instead of exhausted by mindless work that is bereft of real meaning.
According to a recent PWC study, 79% of business leaders believe that purpose is central to business success – but only 34% use their organization’s purpose as a guidepost for their leadership team’s decision-making. Signs that your workplace may be lacking organizational purpose are distracted employees and a lack of comradery. These are significant factors – so why don’t more organizations devote time to developing clear purpose and values? Well, developing organizational purpose is no easy task, and much of it starts with your own personal purpose. If you’re unsure of what exactly your own personal purpose is, have no fear – in the next two installments of this blog series, we will offer simple steps to help you uncover your personal and organizational purposes and get closer to leading through the lens of purpose.

Throughout her more than 15-year career at BTS, Jessica has pioneered turning strategy into action through the use of customized experiences & simulations for leading Fortune 500 clients and many large and start-up software companies in Silicon Valley. Jessica leads BTS USA with P&L responsibility for offices in San Francisco, Philadelphia, New York, Chicago, Phoenix, and Austin.
Although one of the most-discussed topics in business today, meaningful diversity seems to be elusive for most companies. We sat down for a casual and candid conversation with Jessica and uncovered some surprising insights about our clients’ challenges in creating a more diverse and inclusive workplace, and what companies can do about it.
We are lucky to have snagged a few moments of Jessica’s time — squeezed between a flight to New York for a client meeting and her morning school drop-off duties — to hear her perspective.
JENNY JONSSON: We have a lot to cover today, so if it’s ok with you, we’re going to jump right in! First, we would love to hear a little about your journey to becoming a Global Partner (GP) – and of course, it’s hard to conduct research for a paper on diversity and ignore that there’s a gender imbalance at our GP level.
JESSICA SKON: Well first of all, while I may be the only female Global Partner, I don’t want to lose sight of the fact that we do have a lot of women leaders at BTS: 35% of our Heads of Office are women. With that said, what I can say about my experience is that it has been fair. I don’t think I would still be here if I didn’t feel the expectations and the performance processes over the last 17 years were fair, and I have never felt like gender has been a factor in performance conversations. When I reflect on that after talking to other female leaders, that’s a pretty big deal.
MJ DOCTORS: Why do you think your experience has been so different from what many other working women encounter?
JS: Before my first Global Partner meeting, where we were looking at candidates for Principal and above, I was told, “This is always the best meeting of the year.” I wondered how it could be so drastically different than any other meeting, but they were right — it is an entirely data-driven, unemotional, and fair process.
It was a simple process and there were no biases. There are three parts to how we evaluate partners up for promotion:
- The background information on each candidate includes all of the specific promotion criteria and supporting data.
- The leader recommending the promotion gives a 5-minute summary emphasizing their view of the candidate’s weaknesses and areas for growth in the coming years.
- A fellow partner who has done due diligence against the facts acts as the “inquisitor” and shares findings.
This approach ensures it isn’t just a pitchfest. And this process is also something that has trickled down to other areas of the business, reducing a lot of the biases in our hiring and promoting.
JJ: Have you been approached by clients asking for guidance on a similar data-driven approach?
JP: Absolutely, clients realize they need to make this shift. I think it’s going to happen really quickly: we already have one client whose CEO has asked us to rebuild their entire performance system so that it’s more data-driven, more accurate, and more fair. In many companies, the way things are now, it’s often gray and you can’t help but rely on relationships and favoritism to guide promotion decisions.
MD: As part of our research, Jenny and I took a look at how BTS USA is performing on diversity metrics. While most publications and companies measure diversity by simply looking at gender and race (such as Fortune’s 50 Most Diverse Companies), we believe diversity is much more than that. Our definition encompasses gender and race, but also age, socioeconomics, gender identity, sexual orientation, education, life experiences, disability status, and personality traits — and the list could go on. However, as we currently only have results across race and gender, that’s what we’ll share here. How do you feel when you look at these charts?
JS: You’re bringing me back to 5 years ago when we had the same color chart for gender as we do now for ethnicity — which was horrifying. I think we all knew it was a problem but we weren’t mature enough in our thinking to solve it. Once we all woke up and clearly defined that we had a gender parity problem across the company, we were persistent and fixed it, and now I am proud of our gender pie chart. That is something I love about BTS: if we can clearly articulate a problem, we tend to be able to solve it. That’s actually the key for leaders across most industries: the art is being able to clearly define the problem.
But I think that we’re at ground zero again for the next phase. I would love for us to apply the same rigor we used to address gender disparities to other forms of diversity so that in 3 or 4 years we have a better mix, and why wouldn’t we?
JJ: Can you outline specifically how we made progress on our lack of gender diversity?
JS: We took a few major steps:
- Our Heads of Office decided it was a top priority. Without top leadership’s buy-in, you can’t really make progress.
- Then we identified the key pain point: for us, it was the entry to the funnel. Then we brainstormed the best ways to attract more female candidates.
- This led to some “ahas” about the root cause of that pain point. Many people think that consulting is inflexible and it’s difficult for employees with children to succeed. But there’s nothing further from the truth at BTS. Our Global CEO is quite progressive and incredibly flexible and open-minded when it comes to letting employees do what they need for their lives.
- So then our leaders got on the megaphone: our (now retired) US CEO began flying to each of our offices to talk about it, and I got on the phone with candidates to tell them my story of being a young working mother. A lot changed once we started to focus on it.
- In reviewing our hiring interview process, we also realized we could be more clear in our criteria, with observable behaviors and a more robust scoring rubric. This change eliminated any unconscious bias and we found that woman were scoring as high as our male candidates. When we looked in the past, they were (on average) scoring lower.
MD: Besides clearly defining the problem, what other factors pushed forward this change?
JS: Clients started noticing and asking for more women consultants, so it became an easy sell to our leadership. Our demographics should match – or even be ahead of – our clients’ demographics. We shouldn’t have to be scrambling every time a client says, “Um… there’s a lot of men here.” Sure, some traditional clients may not have said anything, so for some folks internally it was more difficult to understand the impetus behind the huge investment we were making in changing our recruitment process. But we also had enough examples of women starting at BTS who didn’t have many female role models. And we realized, we have to change this or some of our best people are going to leave.
JJ: So what about our clients? You have spent significant time over the past 20 years with CEOs and senior leaders of some of the world’s top companies. What aspects of diversity are they discussing the most?
JS: In the last couple of months, I have heard many top executives discussing how to change the paradigm of their leaders to promote and move people around who don’t necessarily fit the makeup of the candidates from the past. So for example, one client said that they have been really good at keeping people for life, but realize that they might not be able to maintain that with millennials, unless they can keep having great careers for them.
Also, companies still tend to focus on “the résumé”: did the applicant go to an Ivy League school, did she have a fancy job, how long did he work in this department, etc. All of this has been the formula for success over the last 50 years. But if we don’t crack that mindset, there will be amazing people who don’t get put in the right positions, because unconsciously our leaders are not seeing them or they are not open-minded enough to realize that this candidate might be better suited than that more traditional-looking candidate.
MD: What is some advice you would give clients to change that mindset?
JS: You and all your leaders have to first recognize your beliefs and own them before any mindset change can happen. That may be kind of obvious, but getting yourself and your senior leaders to fully own their beliefs is hard. You have to be both very self-aware and constantly striving to improve. It’s a battle every single day.
So when an executive comes to me and says, “This is weighing on my mind at the company-wide level,” I don’t say, “Well there’s a diversity training that we can do.” I do say, “You’re talking about changing deeply rooted mindsets: this requires getting leaders to articulate, own, and put those issues on the table, and commit to changing their beliefs moving forward.”
This is crucial to making sure you have the right people in the right jobs and you’re retaining the people that you want, which ultimately enables you to make the company successful. That is an immense amount of work, including interventions, working sessions, and sometimes coaching. It’s sometimes getting the most skeptical leaders to become the owners of this and driving these change management efforts. It’s deeper than just a training class.
JJ: If it’s not just a training class, what do you see as the platform?
JS: Any time you’re trying to drive large scale transformation, it’s a good idea to run experiments. And once they get some momentum and prove to be successful, you should shine a really big light on them to get broad adoption and then begin the comprehensive change management process.
So even though it’s out of our core services, I try to give clients ideas on small stuff they can do that is totally different than anything they have done before, to shake up people’s way of thinking about how they recruit, hire, train, promote, and think about people. I think a strong example of an initiative a company has experimented with is a leading software company and their strategic partnerships with nonprofits who help them access more and different talent pools.
So – once those initiatives have gained that momentum, it would be fun for us to do some consulting with their executives first around owning the beliefs, the history (it’s important to honor the history and not just break it), what worked in the past, what beliefs do you now hold as a result, and what are you going to do moving forward. All of this can be built around an experience that shifts people’s mindsets. It’s not so much diversity training… it’s a mindset shift process that starts at top leadership.
MD: Are there any companies that are beginning to successfully make this mindset shift and use more data-driven approaches to evaluation?
JS: Not really… that’s what’s tough about this. It’s bizarrely new. The more BTS is asked to provide broader talent services, the more surprised I am. We’re basically back in the Stone Age. It’s not pretty.
But we’re starting to work on something internally to track an individual’s acquisition of skills in a moment-based approach. At the beginning of a project the individual comes up with specific skills that she wants to work on. Then, during critical milestones and at the completion of the project, the rest of the team gives feedback on those specific areas. That’s real curation of a skillset, where the individual can own her career progress, people can validate it, and the company can say, “oh, she’s telling us she’s ready for a promotion, look, she’s actually done all of these things and demonstrated she can be successful.”
JJ: So really it’s democratizing the job application and promotion process.
JS: Yes! That’s exactly why many of our clients have turned to selection and assessment solutions. Assessments enable our clients to reduce unconscious bias in the hiring and promotion processes and ensure that a candidate has the actual skills necessary for the role, as opposed to a particular degree from a particular university, which is, at best, only a moderate proxy for job fit. Through these solutions, our clients effectively expand their talent pool and improve the likelihood that the candidates they hire have both skill and culture fit, which can lead to increased cognitive diversity – that is, team members who have different backgrounds and thus approach problems in different ways – improved retention, and reduced recruiting costs.
MD: We are seeing some progress from expanded talent pools, but the critical question is, once a female or a non-white employee has joined a company, why aren’t they moving up as fast as white men?
JS: I think maybe it goes back to the issue that I heard from one of our clients: there’s a history of certain roles looking and acting a certain way. It’s hard to overcome the unconscious bias of hiring and promoting people who fit that perception.
It could also be that people aren’t putting their hat in the ring for those promotions. Women and people from certain cultures aren’t oriented toward self-promotion and won’t put their hat in the ring if they are only 10% confident they’ll be successful. So in that case, you really have to focus on the current leaders: it’s so important that they understand this dynamic. Even at BTS, there are so many outstanding individuals who don’t self-promote, and you have to be the megaphone for them.
JJ: When running our leadership development simulation experiences, BTS has always encouraged participants to form the most diverse teams possible (gender, culture, geography, role, tenure, etc.). What’s the origin behind why we ask our clients to create diverse simulation teams?
JS: Initially, this was primarily because our clients value enabling leaders to create networks across the company, more so than because of any inherent desire for cognitive diversity. Clients often come to us when they need a push toward a “one company” mindset, so simulation teams are built to bring people out of their silos and align around a single company goal.
But, nowadays, people recognize that cognitive diversity is a good thing. That being said, at BTS, we are very protective of our culture and team environment, and sometimes we’re guilty of mistaking like-minded people as a proxy for “I think I’ll get along with you”. So you have to have two heads when hiring: we want someone different who will shake us up, but we also want to be at peace and have fun and a strong culture fit.
MD: If you could leave one piece of advice for leaders hoping to create a more diverse and inclusive workplace, what would it be?
JS: In alignment with Liz Wiseman‘s book, “Rookie Smarts,” I’m trying to get leaders to crave being rookies again. If you’re going to learn as fast as the pace of change, and be able to transform yourself, you have to be a bit of an adrenaline junkie with a “rookie mindset”. I want people to realize that it’s not scary to do something different and new – it’s exciting. And, if you put yourself in an uncomfortable role, you get humbled, become curious, and seek advice from the best around you. As a result, you will most likely do the best work of your life.
There is a correlation between the “rookie mindset” and shifting beliefs in support of a more diverse team: we need leaders who crave differences. That has to be the overarching mindset when you’re recruiting and looking to add members to your team. If you crave differences in skills and personal history and combine that with culture-fit, then innovative ideas, high performance, and fun should follow. Others will notice the benefits of the diverse team and follow, assuming the appropriate recruitment and performance systems are in place. That’s how you start to shift mindsets at the top and eventually throughout the company.
About the Authors
Diversity has been a passion area for both MJ Doctors and Jenny Jonsson, both of whom have spent significant time – prior to and while at BTS – working to improve economic opportunities for women, immigrants, and individuals of varying socioeconomic backgrounds.

Leading with Purpose, Part 2
As we discussed in the first post of this blog series, purpose is an essential ingredient for business success and employee engagement today. Yet purpose is a nebulous concept, and often difficult to pinpoint. I know this firsthand. Around twelve years ago, a consultant in his early 20s joined the BTS San Francisco office where I was working, and I took him out to lunch. Within ten minutes of sitting down to lunch, he asked me, “So what’s your purpose? Why have you been at the firm for so long?” I’ll never forget it. I’d been at the company over six years, and that was the first time somebody asked me that. I felt it was a fair question, and yet I didn’t have an eloquent answer at the ready.
Coming up with a response, I started to talk about some of my guiding principles, things like learning and having fun, how I’m proud of the impact our work has on clients, and how I love building a team of leaders (or a business) that grows every year. The question from this new hire, though, who was probably ten years younger than me, put me on the spot and made me feel a bit inadequate as a leader. At first I did not have a crisp, compelling answer.
Since then I’ve been in many dinners with other executives from Fortune 500 companies to tech startups, who more and more frequently are being expected to lead their organizations with a clear purpose… and at the same time understand that each employee’s purpose and what motivates them is going to be slightly different than theirs, the firm’s and their peers’, and that’s okay. Once a leader or a firm has clarity of purpose it can be a beautiful energy and driving force, and should be the first lens with which leaders run their business.
So, how does one find a sense of purpose?
In truth, many people assume that only those who follow a vocation like medicine, teaching or work in the charitable sectors can have a true sense of purpose at work. Our experience, as well as much current research and writing, would suggest otherwise.
One simple way of looking at this is captured elegantly by the Japanese concept of Ikigai, or ‘The reason for being.’ The idea of Ikigai is that one’s sense of purpose lies at the intersection of the answer to four questions:
- What do I love?
- What am I good at?
- What can I get paid for?
- What does the world need?

Image from Forbes.com
Take these four questions and look at the organization you are already a part of. Use them to see if you are in touching distance of doing more purposeful work, whether it be at the core of what you do or as a part of work that sits slightly outside the current definition of your job. Whilst we may not get the ultimate answer to the purpose question from our current work, once we have identified our own Ikigai we can go in search of the more meaningful elements of our jobs and start shaping the agenda at work in a new way. In the next installment in this blog series, we will discuss how to use your personal purpose to shape your organizational purpose and lead with meaning.
