天美传媒

Imperial research has identified evidence-based strategies managers can use to build teams with the confidence to challenge them.

Companies hire people for a reason 鈥� because they value their knowledge, skills and experience. Making the most of those hires, however, can be difficult if they don鈥檛 feel they can challenge their bosses when they have bad ideas or suggest inappropriate courses of action.

There is hardly an organisation anywhere that has not struggled with this problem. In 2023, found that many NHS staff did not feel comfortable speaking up to challenge decisions and practices, even when patients鈥� lives were on the line. And in 2021, Credit Suisse lost $5.5 billion following the collapse of Archegos Capital, with that 鈥渁 cultural unwillingness to engage in challenging discussions鈥� was a major factor in the crisis.

Clearly, a corporate culture in which employees do not have the confidence to challenge leaders carries risks of significant financial loss and organisational failure. So how can leaders build teams that do have the confidence to challenge them where necessary?

Our research identifies a number of evidence-based strategies leaders can use to help foster a culture of positive, constructive challenge, which can both mitigate risk and improve decision making.

Experimental approach

We worked with the Financial Services Culture Board and conducted an 18-month field study in a global financial institution. As part of the project, we set up, transcribed and analysed data from 43 meetings in which leaders asked their teams to put forward ideas to mitigate some of the institution鈥檚 emerging risks.

Secretly, the leaders were asked to endorse the idea that they, in fact, believed was the worst one raised during the meeting. We wanted to see how team members responded to this 鈥� whether they endorsed or challenged it. And if they did challenge it, whether we could identify anything that the leaders did that encouraged their dissent.

Below, we summarise some of the techniques we found to be the most and least effective in eliciting challenge from teams.

顿辞鈥檚

• Ask for challenge: People generally want to do what their superiors ask them to do. So, rather than using open-ended or general questions, frame the question in terms of the challenge you want (e.g. 鈥渨hat reasons are there not to do this?鈥�). This allows your team to challenge you because you鈥檝e explicitly asked for it.
• Make staff accountable: Although people may be reluctant to challenge leaders, they are usually even less keen to be responsible for a bad course of action. As a result, making staff feel accountable for their viewpoints tends to encourage challenge. This can be through questions (e.g. 鈥渨hich of the two options do you prefer?鈥�) or asking team members to vote on different courses of action.
• Request disagreement: Leaders are more likely to ask whether people agree than disagree with them. However, the natural tendency to defer to authority means the other person likely will say they agree. In the same way, asking for disagreement helps individuals feel confident enough to disagree, as it makes clear that dissent is an option.
• Respond appropriately: It鈥檚 logical to assume that thanking team members for their contributions will encourage them and others to speak up, but we actually found that gratitude is associated with a lower likelihood that challenge will follow. Acknowledging challenge as legitimate (e.g. 鈥淚 think that鈥檚 a fair comment鈥�) is a much surer way of eliciting further challenge.
• Keep it fun and interactive: We found a significant correlation between the amount of challenge offered and the proportion of team members who spoke in a meeting. To encourage this, leaders can take an active role in engaging those who are yet to speak, and use jokes and conversation to help team members feel comfortable participating.

顿辞苍鈥檛蝉

• Don鈥檛 put people on the spot: Asking individuals directly for their views makes them feel like a spotlight is shining on them: vulnerable and exposed. This means they鈥檙e more likely to say what they think they should 鈥� which usually means agreeing with whatever their boss has said 鈥� than what they really believe.
• Avoid pleading or being too general: Equally, pleading for input with general, open-ended questions (e.g. 鈥渁nyone have any thoughts?鈥�) risks going too far the other way 鈥� there is no pressure on team members to contribute meaningfully, so they are more likely to automatically agree and avoid the discomfort of challenging.
• Don鈥檛 squeeze the discussion in: When leaders don鈥檛 leave enough time for frank discussion, challenge is less likely. There鈥檚 no precise figure for how long a meeting should be, but leaders should allow time for people to feel comfortable and freely debate ideas. Asking 鈥淎ny questions?鈥� a minute before the end is not likely to yield constructive contributions.

Right environment

We can summarise these principles with a simple acronym: ACTS 鈥� accountability, conversations, time and solicitation. Building a working environment on these pillars can help to instil a culture of challenge, where staff speak out about what they feel is best for the business, regardless of hierarchy.

This article draws on findings from 鈥�Facilitating Constructive Challenge: Concrete Ways Leaders Recruit (and Repress) Speaking Up鈥� by Celia Moore, Kate Coombs, Minjie Gao and Juliane Schittek (天美传媒).