Dr. Paul White

Archive for the 'Business Success' Category

Trying to Apply Leadership Principles — Being Prepared, Adjusting to Circumstances & Learning

Sunday, February 17th, 2008

I write about the principles of leadership that I either observe in successful business owners and managers, or what I read in books and articles on leadership. So it makes sense that I should try to apply these principles, as well.

Here I am, waiting in an airport, delayed due to weather in Chicago (where I am hoping to go). So I am trying to apply a couple of principles I frequently hear about — be prepared, and be willing to adjust to life’s circumstances.

I have traveled enough over the past several years to know that there is always a fair chance of delays. As a result, I load myself up with materials needed to get tasks done while waiting. Reading materials, paper & pad (for writing, in case I don’t have access to electricity and my battery dies), my laptop, and projects to work on — all are the typical supplies I bring. So right now, I am hooked into the airport computer access system and writing my blog for the week.

Those are my specifics for this week. What are yours? What things are wise or prudent for you to have with you in order to “be prepared”? It could relate to objects you need in your car in case you have a wreck or slide off the road. It could be items that would be good to have with you in case a meeting cancels or the person you are scheduled to have lunch with doesn’t show up.

Now the second principle — being able (and willing) to adjust to life circumstances. Part of this has to do with expectations — I now expect to have delays while flying between 33% to 50% of the time. So I try not to get exceptionally upset or frustrated when it happens. Delays are part of travel in the “hub and spoke” airline system we have.

The other part of adjusting to changes in circumstances is not having a schedule that is inflexible. If you are too tightly scheduled, there is no room for adjustment. And sometimes, your plans just aren’t going to happen as you plan. And I really am talking more broadly than about travel — life’s circumstances affect us when external forces outside of our control impact the economy and our business, when we have a car wreck, when we get sick, and so forth.

In what areas of your life are you too tightly scheduled? Where do you really get irritated or agitated when circumstances don’t go smoothly? For me, it’s often in the smaller spots of life — daily appointments, driving in traffic, not being able to reach people on the phone. For whatever reason, I seem to do better with the bigger events and struggle in the smaller ones. What are the growth areas for you in learning to adjust to changes in your life’s circumstances?

The final principle (the one that I was going to focus on in this entry before my travel delays occurred) is that of learning. A repetitive theme in the literature on leadership is that leaders (and future leaders) are learners. They learn from others. They are observant. They are self-motivated to learn through reading, seminars, and workshops.

One theme I have observed is that individuals who are successful in “life” (that is, in managing their lives personally and professionally) is that they often integrate principles and concepts from divergent areas. It it good to be knowledgeable and competent in your professional area of expertise. But, in many ways, that is baseline — it is expected. Leaders learn from other areas of life and apply those principles to their business or relationships. For example, I remember one author that taught relational leadership behaviors that he learned from his hobby of competitive sailing. Another executive of an organization I know is always asking his friends what they are learning.

I read a lot. And I try to “keep up” in the fields in which I practice — psychology, business succession, wealth transfer, family relationships, and the various struggles individuals and families have. But I find my true value comes when I can bring information from one area to another (e.g. I am finding parallels in the principles in working with family-owned businesses to the area of family foundations, many of the challenges are similar.)

The reason I was planning on writing on this “learning” principle is because I am headed to Chicago for training in a new computer-based program for ADHD individuals that has been shown to have an 80% success rate in helping them with the issues of attention, concentration, distractibility, organizational skills, difficulties learning & retaining information. The research is impressive and I am excited to learn about this program. I’ll let you know what I find out — and how it may relate to some seemingly unrelated area of life.

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4-1 = 0, The Confusing Truth of Emotional Intelligence and Finding Good Employees

Sunday, February 3rd, 2008

When I have the same issue repeat itself three times in one week in different settings, I reach the conclusion that I better write about the issue.

A growing issue for businesses is the challenge of finding quality employees. And, as we have discussed previously, it is currently equally difficult for individuals seeking work to find jobs which are a good match for their abilities and values.

As I shared this week with various employers, managers, and family business owners, there are four characteristics needed for a person to be successful in their career. And these characteristics are true, regardless of career level — from unskilled and skilled labor to highly educated professionals.

First, and most obvious, is technical or professional expertise. Regardless of industry type, or level of skill needed, almost every job requires some baseline ability, knowledge base, or technical ability — computer literacy, accounting/bookkeeping skills, welding ability, organizational skills, physical strength, knowledge of composite materials, etc. And this is the starting point for most position searches — can they . . . ? do they know how to . . .? have they been trained in and are competent to . . . ?

Secondly, an individual who is going to be successful in their current or future job position must be able to get along with others. I have yet to find a job (for pay) that does not have either customers, clients, co-workers, colleagues, supervisors or managers, vendors, supervisees. Every job requires at some level the ability to communicate with and get along with other people.

The third characteristic needed is the ability to manage oneself (particularly your emotions). As a psychologist and one who frequently deals with the emotional side of life, I have come to believe that we all have our own area of emotional vulnerability. For some, it is anger, or being easily frustrated. Depression (or at its less intense level, being easily discouraged) is the challenge for others. Being anxious, fearful, or worrying is a common area of struggle for many. Whatever the specific feeling category it may be, we all have to learn to manage these feelings, so that they don’t interfere with our ability to function in daily life. We have all witnessed otherwise talented individuals, who are “taken down” by their inability to manage their emotional life.

Finally, the characteristic of self-discipline and perseverance is core to being successful in one’s job and career. The ability to do the “daily grind” — to discipline yourself to do the basics of your job even when you don’t feel like it — is foundational to being productive. As I have stated before, when interviewing highly successful business people about their success, they often attribute “perseverance” as one of the central factors which led to their achievements.

Now, remember the title of this entry? “4-1 = 0″ has to do with the factor that if an individual lacks any one of these four characteristics, they probably will not achieve success in their chosen career field. Let’s face it. If you don’t have the technical capabilities in your field, you won’t go far. The same is true for not getting along with others. Or if your emotions get the best of you, your success will be limited. And if you don’t persevere or have the self-discipline to do the “day-in, day-out” tasks, you typically won’t go very far.

But the real issue is this. There aren’t many “4 for 4’s” out there — and they usually are already working for someone else. So what do you do?

I believe the easiest of the four characteristics to develop is the area of technical or professional expertise. Generally speaking, I would rather take a person who: (a) gets along well with others; (b) has good emotional balance; and (c) perseveres and has self-discipline, and then train them in the technical skill or knowledge base. I believe this is far easier than trying to develop one of the other three areas.

So I am encouraging managers and employers to look for good people and then train them. It seems often applicants have some foundational skills or aptitudes, but not to the level of competency the employer is seeking. I counsel these employers to hire people of good character and then invest in training them. So far, this counsel seems to prove to be a successful approach.

Now, I am hearing the thoughts of the business owners and managers out there saying, “easier said than done.” True. How do you find good people?

First, and foremost, good employees are referred to you by trusted friends and colleagues. (Hence, my repetitive call to network.)

The second best approach is to assess for these characteristics. There are measures of emotional intelligence, but I have found them to be only marginally helpful. However, over the past four months I have been investigating and becoming familiar with an assessmetnt tool that assesses not only personality style (measures like the Myers-Briggs or DISC are ubiquitous) but also character. No assessment tool is perfect, but this instrument (called the MERIT profile) has a good research base, and I have found it to be helpful in assessing potential employees. (If you contact the company, tell them you heard about them through my blog.)

Regardless of how you find good candidates, I believe the important point is for employers to focus more of their time and attention in employee selection on the three competencies which comprise emotional intelligence (relational skills, managing your emotions, self-discipline) and accept the fact that you will probably have to teach them the specific skill set needed in the job.

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Doing the Daily Speel

Sunday, January 13th, 2008

As one of my friends often says, “Life is daily.” And this is the time of year that proves the point. Mid-January, February, and March is the time of year where we often have to just “gut it out” on a daily basis. The holidays are over, most vacations are done, and now is the time to get stuff done. This is true for students, in work, in physical fitness, and all parts of our lives.

Another friend of mine has observed and commented that some people are good at the daily discipline of life, others do well in making major life decisions, while few people seem to perform well in both arenas. What does it take to do well in daily life?

I know a guy who seems to have mastered daily life. Although he is a real-life guy, we’ll call him Jerry. Jerry is a fairly bright guy, but not stellar. In college, he had to work harder than most of his peers and did so, obtaining predominately B’s, with some C’s, at a tough private college. He graduated with a degree in humanities, and later obtained a master’s degree in International Studies.

Jerry also was a decent athlete, but sort of short and stocky. He built his body up through daily discipline — running (even in subzero weather) and weightlifting regularly. He played high school football, did intramurals in college, and then continued to maintain his physical fitness through his 20’s, 30’s and 40’s. In fact, he pushed himself and successfully completed Rangers training in the Army on his first try (which is highly unusual).

In his career, Jerry did what he was supposed to (and really, beyond what was expected) on a day-to-day basis. He demonstrated personal discipline, integrity, and service to others — and as a result, he was repeatedly promoted and given more and more responsibility. Over time (in fact, several years), Jerry moved up within his organization — in fact, to become the top assistant for the general who was in charge of all NATO troops in Europe. He was invited to attend the training program for generals but declined to do so, in order to focus more on his family.

Since that point in time, Jerry has been actively involved in the lives of his children, started a business, and also is a spiritual leader within his community. Although not excessively financially wealthy, he provides for his family and has a solid marriage.

If you were to meet Jerry, you would say he is a friendly guy, and would strike you as “solid”. He is not necessarily charismatic or flashy, and many looking from the outside would not view him as excessively “successful” in the terms many define as “success” (financial wealth, fame, career advancement).

But to me, Jerry is a model. He is a man whom I want to emulate my life after — he has mastered the daily grind in multiple areas of his life.

So, for you (and for me), the question is: Where in our lives do we need to be faithful to do the daily speel? Schoolwork? Those work responsibilities which are not fun but are core to the success of your position? Physical exercise? Time with family members? Limiting financial spending and increasing saving?

So take a minute or two. Maybe review those New Year’s Resolutions you made. And determine where you want to demonstrate consistent daily discipline, which will serve as a building block for your future success. Just like Jerry.

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Animation + French Cuisine = Principles for Success in Creative Businesses

Monday, January 7th, 2008

This weekend I had the privilege of facilitating a family meeting in Northern California with a family I have known for over six years, and we had a great time together. I returned home yesterday afternoon, and as part of my recuperation and re-entry into the family process, my family and I watched a movie together last night. For those of you who have been reading for a while, you know of my penchant for animated movies, so it shouldn’t be a surprise that we enjoyed a movie from that genre’ called Ratatouille.

After enjoying the movie together, I found an interesting clip on the special features of the DVD called “A Conversation with Brad Bird and Thomas Keller”. I hit the play button and we watched an interesting interview with Brad Bird, who was the screenwriter and director of the film and a leading animation movie producer for Disney, and Thomas Keller, the famous chef of The French Laundry restaurant in Napa, CA. What followed was a discussion with each of these successful creative entrepreneurs regarding the principles that they believe have led to their success. Some the principles were overtly stated, others are observations I gleaned from the discussion.

Early work experience. Both Mr. Bird and Mr. Keller described a period of time in their childhood and teenage years where they began working in their current area of expertise. Mr. Keller worked in the kitchen of his mother’s restaurant while growing up, and Mr. Bird entered a contest for animation when he was 11 years old. He won the contest, and with it, the opportunity to work alongside the animators at Disney studios.

Mentoring. Both men indicated that a crucial factor in their professional success was the process of being mentored by their elders in the profession. Mr. Bird’s mentoring occurred naturally with his work in the Disney studios, while Mr. Keller took proactive steps to seek out and work under successful artistes in his field, initially in the N.E. United States and then in Paris.

Commitment. Each man both verbalized directly and reported life stories about the level of commitment needed to be successful. Success does not come from a “hobby” approach to one’s profession, and requires the sacrifice of long hours and focus.

Emotional connection with clients. Interesting to me was the common factor of emotional connection cited by both professionals. Getting into the mindset of one’s clients was a key process in their creation of their products. They attempted to visualize and “be with” their clients in the experience of partaking of what they had created. And they wanted their clients to feel the passion and emotion they put into their creations. (Do they teach that in MBA programs?)

Quest for perfection. Mr. Bird and Mr. Keller distinguished between “perfection” and “the quest for perfection.” They gave numerous specific examples in their work where they were “gently demanding” of those with whom they worked. They try not to be purely demanding in an ogre-like manner, but do try to push their colleagues: “That’s great! But if we just …, I think it will be even better.”

Coaching others. Within their own creative processes, it was clear that neither of these pillars within their fields see themselves as an island, or that they had created the success on their own. Rather, they understand the necessity of working with team members collaboratively, and even more so, saw the need and responsibility to coach those with whom they work. Mr. Bird stated that the goal is to “coach those beneath you to bring out their greatness.”

Work with a sense of urgency. Even though both men are artists, they clearly did not espouse a laisse faire approach to the artistic process. They communicated the need to have an atmosphere of urgency within the workplace, and that this aura actually brings energy to the creative process. In fact, at Mr. Keller’s restaurant they have a sign posted in the kitchen which says: “Sense of Urgency.”

Don’t over-control the process. When working collaboratively with a team of professionals who are talented in their own right, it is important for the creative director (or business leader) not to over control the process. Mr. Keller and Mr. Bird cited the need to ask for and listen to the input of their colleagues, realizing that they do not hold the patent on all good ideas.

Find delight in what you do. Finally, (and this was their concluding thought), to be truly successful in what you do, you must enjoy it. You must seek to create a product (or service) that delights you. When you make something that brings you pleasure, then others will find delight in it, as well.

The movie (Ratatouille) itself is fun. But the lessons and hearing the passion in these men’s voices as they share the lessons they have learned is even more valuable. Enjoy and learn!

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