Today’s economic environment is taking a huge emotional toll on business owners and managers.  Given the shrinking economy, with orders for manufacturing being canceled or put on hold, with little happening in the construction industry, and with the general public spending less at the retail level — many businesses are having to either cut back employees hours or let them go altogether.

The “hidden” story behind this pattern is the huge emotional strain business owners and managers are experiencing.  And I am hearing from more and more of them each week.

One manufacturing executive told me he volunteered to take a 50% pay cut (his company is owned by a larger private corporation), even though his superiors suggested a 4% reduction for management.  He told me he couldn’t, in good faith, see his employees take a 20% reduction (by means of going to 32 hours per week from 40 hours), and not take at least the same level of reduction.

Other business owners are sharing with me the pain of having to let good team members go, because they don’t have the work needed to cover the overhead.  Some owners are losing sleep and experiencing a level of anxiety they state they never have had previously.

I grew up in a family-owned business.  My father, mother, grandfather and uncle worked together in a manufacturing firm.  And I vividly remember during the economic struggles of the 1970’s conversations during mealtimes about my dad’s concerns.  As a teenager, I was struck by the level of responsibility he felt for providing work (and thus, income) for his employees.  He frequently would share he felt terrible whenever he would have to let someone go, because of the impact it would have on the family — especially the children.  So he tried everything he could to keep them employed, even if it meant having them do tasks that were not directly revenue producing.  The stress of the situation wore him down emotionally, and physically.

Today, business owners struggling with the same issues.  Here are some of the burdens I see them carrying:

• A sense of responsibility in providing for others.  Often, in our culture, business owners are viewed enviously of “having it all” — financial success, time freedom, prestige … Those who own businesses know the other side of the coin — the financial stress of making payroll and paying creditors, and the knowledge that other individuals and families are counting on you to provide for their income.
• Balancing competing needs and demands.  Yes, your employees need work and income.  But the owner must also “keep the ship afloat” — you can’t keep people employed and risk losing the whole business.   Similarly, a business’s vendors and suppliers need to be paid (they have employees, too), but if you pay them, you may not be able to have sufficient funds for your own payroll.
• Guilt.  “I should have …”  or “I shouldn’t have …”  Business owners are experts at second-guessing themselves and expecting themselves to have perfect judgment.  Business owners feel guilty for having to let employees go.  They feel guilty to the remaining team members for not letting other employees go sooner.  And they especially feel guilty for “not having seen this coming.”
• Lack of knowledge about the future.  As the saying goes, no one knows what the future holds.  This is also true for business owners.  But, ironically, they are often asked by others (colleagues, employees, customers, family members, friends) to divine the future:  “When do you think this will turn around?”  And the lack of predictability in our current economic environment wears heavily on business leaders — it is very difficult to make decisions about the future when even the short term (3 to 6 months) is highly unpredictable.
• Pressure from numerous fronts.  Business owners have numerous parties who place pressure on them — their customers, their vendors, their employees, the community, their family, their church and charitable organizations.  And most of these groups are generally unaware of the other parties involved in the business leader’s life — and they are primarily focused on their needs.
• Need for wisdom and discernment.  Most successful business owners (that is, those who have endured difficult times previously) are humble individuals.  They know that they don’t know everything, and that, almost more than anything, they need wisdom and discernment in how to manage during these tumultuous times.   The goal often becomes survival, and they are willing to do what is necessary to accomplish this goal — even if it means not “looking” successful, or taking on responsibilities that are beneath their title and position.  And they are almost always willing to accept counsel from others.

So, the next time you are interacting with someone who owns or manages a business, take some time to listen to them.  Ask them how they are doing.  Give them a word of encouragement or appreciation for all they do for their employees and the community.  And try not to ask them to do something for you — they have enough demands in their life as it is now.

As a psychologist, I naturally find myself observing people’s behavior — their choices, what they are saying, and how they are feeling.  And this is the case now, in the midst of the difficult economic times in which we find ourselves (I am consciously choosing not to use the term “financial crisis”.)

There are three core aspects to any situation that involves human perception and response:

• Reality.  What actually “is” — the facts of the situation. (Using a non-related example: the temperature — which is about 30 degrees F. on a mid March day.)
• Perceptions. How people perceive, view, and interpret the facts.  (Regarding the weather, it seems excessively cold and wintery for this time of year; especially since it was 70 degrees for a few days last week.)
• Reactions.  How people respond both to the reality and their perceptions of the situation — their opinions, feelings, and behaviors. (Many people are somewhat irritable, complaining of the cold [because “it should be warmer”], some people are going on trips to warmer climates.)

These issues are relevant to the current economic challenges we are facing.  First, we must ask ourselves: What are the facts?  Some include:  a) real estate values have dropped significantly (30%-50%) in the past six months;  b) stock values have also decreased significantly (40%-50%) and are the lowest level they have been in decades;  c) as a result of these two factors, individuals’ and families’ financial worth is far lower than it was this time last year;  d) numerous companies are laying off workers and unemployment is at 8%, also a high mark for recent years;  e) financial institutions and the credit market are stressed;  f) the Federal government is taking significant steps to try to rectify the situation.

The next two areas are where we as individuals, families, businesses, communities and a nation, can get “tripped up”, if we are not careful.

Two unhealthy responses to difficult situations include:

1. Ignoring the facts.  As Jim Collins emphasized in Good to Great, successful companies (and by inference, individuals, families, et al) need to brutally face the facts of reality.  Acting like “what is” really “isn’t”, doesn’t help.  Some people call this denial.
2. Panicking and making emotionally-based decisions.  Yes, these are difficult times.  Is it a “crisis”?  Maybe.  Time will tell.  But becoming frantic, making quick not-well-thought-through decisions is not a good strategy.  (Note that some people become paralyzed when they panic and “do nothing” — which may not be a helpful strategy either.)

So what are healthier ways to respond to the current situation (”healthier” as defined functionally by thoughts and actions that lead to survival and better functioning in the future):

• Pay attention to important facts, but don’t become overwhelmed with more information than you can process (and filter out extraneous “noise” — other people’s thoughts, feelings & reactions).  It is important for each of us to understand what is going on in our country, communities, and the world.  But Americans have become ‘news junkies’ and taken in more information than we can possibly manage, process, and respond to — especially on talk radio and cable TV news channels.  The basic facts are there and that is largely what we need to know.
• Make reasoned decisions that lower your exposure to the risks that you can manage.  Each of us can make some individual decisions that can help us manage our own risks — whether at an individual, family, or business level.  Steps like managing expenses more closely, not going into unnecessary debt, and taking advantage of purchasing opportunities due to the economic situation — all are reasonable steps.
• Be thankful and learn to be content.  Most of us are still in situations where we have jobs and income, a place to live, food on the table, and live in safety (I do not want to minimize those who are in more difficult circumstances, but these situations are still true for most Americans.) If this is true for you, be thankful.  There are billions in the world less fortunate.  Also, learn to be content with what you have — your job, your car, your life circumstances — versus focusing on what you wish was different or “what should have been.”
• Be gracious and generous to others.  Most of us know individuals, families and businesses who are struggling currently.  A trap that some fall into is to be judgmental of others — thinking that they are in their current circumstance because “they didn’t …” or “they shouldn’t have …”.  In some cases that may be true.  But in most cases, people are where they are due to many circumstances out of their control.  [In either case, how does it help them to judge them?]  We now have the opportunity to be warm, caring and supportive — and potentially to be generous in some way (maybe with our time, maybe by connecting them with a potential employer).
• Manage your own stress effectively.  Try to limit your exposure to negative spins on the current facts — anger, resentment and bitterness don’t lead to a healthy life.  Manage your own thoughts, worries and anxieties.  Exercise.  Sleep. Take time for re-energizing yourself.  Spend time with friends and family.  (All things that we know we should do.)

Just as many individuals recount some of the more difficult periods in their lives as the most rich and rewarding times, so we also have the opportunity to come through these current circumstances as stronger individuals, families, communities, and possibly, a stronger healthier nation.

So, “Carpe diem!” (along with grace and peace in your daily life and relationships).

I have been collecting some articles on psychology and wealth from a variety of journals I receive, and recently there was a group of articles published in the Monitor of Psychology which is published by the American Psychological Association.  I thought I would briefly share some of the information reported.
One article in the January 2009 Monitor entitled “Mind over money” was an interview with Dr. Paul Zak who is the founder of the Center for Neuroeconomics Studies.  He is the author of a recent book, Moral Markets: The Critical Role of Values in the Economy (2008).  In discussing the neurology and brain functioning of certain behaviors, he states: “You need to know that your brain is prone to overreaction. . . When there’s a lot of uncertainty, like there is in the stock market, it turns out that making decisions involving money generates strong activation in the areas of the brain associated with fear. .. Studies have shown that brain areas that process risk are the same ones that process pain, so the brain’s reaction to this fearful, uncertain environment is ‘Get away!’”

Dr. Zak continues, “The same dopamine [a brain chemical] system … also activates when we get any kind of new news.  One thing I suggest .. is not to watch TV, where you’re going to get all this rumor and innuendo. Wait until the next morning and read the papers.”

“Just as we saw an overreaction when the market was trending strongly upward, I think we’re also seeing an overreaction as the bubble is bursting.  The brain has put you into survival mode.”

Another article, entitled “What’s Behind American Con$umeri$m?”, (from the July / August 2008 Monitor on Psychology) attempts to answer the question is:  ‘Why do Americans consistently spend more than they earn?’  For example, since 1982 it is reported Americans’ personal savings rate has dropped from 11 percent to below zero.

Some different ideas postulated to answer the question of reduced spending include:

• When we are under stress (as most Americans are), we are more at risk for spending.
• The availability of credit cards to young adults conditions them to the process of incurring debt at a young age.
• Credit cards also facilitate impulse buying (more than buying with cash or checks.)
• We are bombarded with constant messages to spend through TV, the Internet, catalogs, print media and bathroom stalls, airplane tray tables, even egg shells.

Finally, “The Price of Affluence” discusses recent research which shows that “privileged teens may be more self-centered — and depressed — than ever before.”  Although this is really not ‘new’ news, the theme continues.  One of the authors cited, Dan Kindlon from Harvard, has written an excellent book, Too Much of a Good Thing: Raising Children in an Indulgent Age.

Another psychologist, Madeline Levine, believes that much of the mental distress is created by a fear of failure (both by the teens and by their parents).  In fact, one study indicates that parents who overemphasized accomplishments were more likely to have teens who were depressed, anxious, or used drugs.  Additionally, it is suggested that parents not shield their children from early life disappointments — let them try and fail, and learn from it.

I have written previous entries that may provide some additional information (a few worth looking at are: The Price of Privilege; The Dark Side of Wealth; Contentment - A Counter Cultural Concept ).

Have a good week!

This weekend I had the opportunity to speak at a conference for major donors of a charitable organization. It was a beautiful setting in Southern California, and my wife accompanied me, which was a treat.

The other keynote presenter was Carlos Sepulveda, who is the CEO of Interstate Batteries, and a dynamic presenter. In addition to his presentation, Mr. Sepulveda had a follow-up question and answer session in which he expanded upon the concepts he shared. I thought I would share some of his thoughts which were thought provoking to me:

• “There is no such thing as business ethics.” He did not mean this in terms of an oxymoron. Rather, Mr. Sepulveda’s point was that there really is no division between public and private behavior – choices and decisions are made by individuals, whether or not the context is in the home, community or workplace. As Carlos stated directly, “Truth cannot be compartmentalized.” Unfortunately, we have seen this issue (behavior and choices matter, regardless of the context) impact our lives and news repeatedly (Enron, sexual misconduct by business and government leaders, business policies driven by greed).
• “Successful people absorb in early in life what reality is, and they spend the rest of their lives making and managing decisions made in reality.” Mr. Sepulveda shared some about his early life’s history, which was rocky, and the resulting lessons he learned. He affirmed straightforwardly, “You will never be any more successful than your understanding of reality” and that this is true in one’s personal life as well as in business.
• Regarding businesses delivering value, he stated that “competence delivers value.” He stated that the way to increase competence is through a combination of “ability + technique + effort”. He reported that our culture is always trying to “get around” work, but that ultimately work is good, brings value to our lives, and the means by which goals are reached.
• The definition of the role of a CEO, according to Mr. Sepulveda, is encapsulated in the initials “CEO”. The primary responsibilities of a CEO are to: 1. Organize (goals and resources); 2. Encourage others – to always be coaching those around you; and 3. Confront – to confront actions, beliefs and policies that don’t match reality, and to confront the gap between promised results and what is actually delivered. In a follow-up discussion, he indicated he tries to accept bad news well (that is, not “blow up”) but he asks the question: “How did it happen?”
• There are two primary activities that make up life – resource allocation (time, our “brain”, talents, financial resources) and conflict resolution. We are constantly making choices about how to use our time, talents, money, etc. and this is the daily activities of our lives. But because we live in relationship with others, and we all have our unique perspectives, values and priorities, this leads to conflicts over how resources should be allocated. And so the second most frequent activity we engaged in is managing these conflicts over the use of our resources.

I found Mr. Sepulveda an extremely engaging speaker, a thoughtful leader, and one who clearly caused me to repeatedly ask myself: “Really?” “Is that true?” He brings a unique perspective to leadership and daily life. If you ever have the chance to hear him speak, I would encourage you to choose to do so.

Business Success, Conflict, Conflict resolution, Executive performance, Leadership, Management, work

This past week the business editor of my local newspaper called and asked me to write a column for business leaders regarding the current financial turmoil.  The following is the article I wrote, and which can also be viewed at the newspaper’s website.

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Few current business leaders have had to navigate the turbulent waters of economic difficulties that we find ourselves in today. But we can learn from those who have studied accomplished leaders and identified characteristics of successful companies that have weathered difficult times.

Richard Peterson, who researches the neurological responses associated with financial decisions, says there is a difference between fear and panic. Fear is largely anticipatory — assessing potential risks. Panic is characterized by an urgent pressure to act immediately. In fact, Peterson clearly reports: “It takes tremendous effort and fortitude to ‘keep one’s cool’ when frightened.” Panic then can lead to poor decision-making.

Jim Collins, in his classic study “Good to Great,” proposes that one key characteristic of leaders of successful companies is the ability to confront the brutal facts yet never lose faith. He states, “You must maintain unwavering faith that you can and will prevail in the end, regardless of the difficulties, and at the same time have the discipline to confront the most brutal facts of your current reality, whatever they might be.”

In his best-selling book, “The 7 Habits of Highly Effective People,” Stephen Covey identifies being proactive as the first core principle for successful individuals and business leaders. In difficult circumstances, he encourages leaders to ask: “What is our response? What are we going to do? How can we exercise initiative in this situation?”

Daniel Goleman, one of the foremost researchers of emotional intelligence, proposes that optimism is a core characteristic of successful leaders. Effective leaders “persist in seeking goals despite obstacles and setbacks,” and they “operate from hope of success rather than fear of failure.”

So how do effective leaders respond in times of uncertainty and fear?

• Assess the potential risks.  The critical factor is to try to accurately assess the reality of the risks. It is crucial to differentiate between facts (what do we really know) versus conjecture (what might happen). What are the risks posed to your organization? To the best of your ability, determine how reality-based the risks are.

Consider constructing an “if-then” decision-making tree regarding the risks you see. Arrange the options from “best case scenario” to “worst case scenario” (the likelihood of both extremes is usually small), with the scope of possible outcomes in between. Then try to identify the results that have a higher probability of occurring and what impact they could have on your organization.

• Determine strategies and actions that can manage the risks.   Individuals who focus on fear tend to stop at risk assessment. Leaders who are proactive seek to actively manage the situation and move to determining what steps can be taken to minimize the risk. “What can be done to minimize the probability of ‘x’ happening?” “If ‘x’ does happen, what can we do now to limit its negative impact on our company?”

• Look for potential opportunities.  In addition to assessing potential risks to the organization, successful leaders also scour the marketplace for potential opportunities to capture. Your key competitors may have difficulties because of cash flow issues or not be able to access credit needed to finish projects. There may be assets (property, machinery, inventory) that can be purchased at a steep discount for cash.

• Communicate proactively.  Lack of information increases anxiety. So take initiative to talk with your leadership team; let them know your thoughts and listen to their concerns. Communicate with your customers and your vendors; find out how current circumstances may affect them.

• Model courage and optimism.  A “we will figure this out” attitude is contagious. These are difficult times. But the opportunity exists to step up to the challenges we face by demonstrating courage and resiliency.

After being on the road for a week in California, I came home fairly tired. As the weekend progressed I seemed to get more tired — both emotionally and physically. And as I started dealing with home-related (e.g. lawn) and family matters, as well as getting caught up on some minor office work and then looking ahead to the beginning of next week, I started feeling emotionally overloaded. So I started taking a personal inventory of what was going on. I thought about my own advice I’ve given previously on different types of tiredness and different types of rest as well as what I have written about being overwhelmed and ways to try to keep your life balanced.So I reviewed key principles:

• Get rest. Check. I slept in on Saturday and took a nap today.
• Keep exercising. Check. I did some physical labor in the yard yesterday and I ran (figuratively speaking) today.
• Eat well. (Stay away from sugar, caffeine and junk food). Well, I didn’t totally blow it. Had some cake.
• Take a break and do something rejuvenating. Check. Went to a high school football game Friday night, spent time with Kathy, went for a walk in the woods, and watched the Jayhawks win in football.
• Prioritize — figure out what needs to be done now. Check. Went through my mail, email and incompleted work and figured out what had to be done now, what needs to be done Monday, and what can wait.

But it wasn’t working. I was still feeling quite stressed and emotionally overloaded. What was up? And then it hit me — the real issue was that I was carrying the weight of responsibility for things I really wasn’t responsible. I was stressed and feeling overwhelmed because I was concerned about things that weren’t really my responsibility. All the steps I had taken would have reduced my stress if I was just dealing with my regular responsibilities. But I was taking on additional issues that weren’t mine and they were stressing me out.

So once I realized: 1) what I was really stressed about; 2) that the issues weren’t my responsibility to take care of; and 3) I could quit worrying about things that weren’t mine to carry — then I began to feel more “normal” (at least, just normally tired).

So if you are stressed, you are doing the best you can to manage your stress, and you still feel overwhelmed — do
another check.

Are you taking on and carrying responsibility that is not yours to carry?

Endurance. Perseverance. Persistence. Patience. They are words I hear a lot when individuals who are successful in their field describe how or why they succeeded.

And yet perseverance is not a word nor a concept that we are especially drawn to. It is almost one of those characteristics that we look back on and view positively, but not one that leadership speakers frequently preach to us.

The definition is interesting to me.

“Perseverance: Steady persistence in adhering to a course of action, a belief, or a purpose; steadfastness.” Perseverance is not just blind repetitive action — doing the same thing over and over. It is tied directly to a goal, belief or purpose. We persist because we believe it is the right thing to do, or because we hope persevering will help us attain the goal we desire.

As Henry Ward Beecher differentiated, “The difference between perseverance and obstinacy is that one comes from a strong will, and the other from a strong won’t.” In other words, perseverance is goal directed and a positive attempt to achieve.

Another aspect of perseverance is that it is “daily”. Persisting on a task is not flashy nor exciting. It is both the action and result of doing the daily grind — whether that is getting up and exercising; the everyday housework tasks of laundry, dishes, cleaning up, and keeping the house running; or those tasks that make up your “job”. It is doing those daily menial tasks that make the difference between getting the job done and just thinking about it.

Dale Carnegie spoke to this aspect of perseverance:

“Don’t be afraid to give your best to what seemingly are small jobs. Every time you conquer one it makes you that much stronger. If you do the little jobs well, the big ones will tend to take care of themselves.”

Besides being goal-directed and daily, perseverance also relates to challenges and difficulties encountered. We don’t usually recount: “Yea, I persevered through the flat terrain; the cool, dry but sunny weather; and the course that was on a really smooth track.” No, perseverance has to do with persisting and enduring through difficulties. Those difficulties may be external obstacles, they may be unrealized dreams (that is, you did x, y and z and you still haven’t reached your goal), or they may be the result of weaknesses you personally have or in your plan.

Ralph Waldo Emerson proclaimed:

“Our greatest glory is not in never failing, but in rising up every time we fail.”

I think is it is interesting (and important) to look at the opposite side — what does “not persevering” look like? Giving up. Becoming weary. Losing heart. Not continuing. And sometimes — complaining, blaming, and making excuses.

I just read a fascinating book this week, recommended by my father-in-law, The War Journal of Major Damon “Rocky” Gause, about a soldier who escaped from the Japanese in the Philippines and through perseverance, luck, the help of others, and the grace of God sailed with one other companion all the way to Austrailia. What impressed me from his story was he just kept going — problem-solving, waiting when necessary, and never giving up on his goal. Never in his journal did I pick up a tone of fatalism, blaming others or making excuses for the numerous bad circumstances he encountered.

So what does this all mean to us?

First, I think a fact of life that helps us persist through difficulties is to accept that there will be difficulties. Things will go wrong. We will experience obstacles and roadblocks. Some people will be against us. Okay. So … let’s keep going.

Secondly, it seems that persevering is easier when accompanied by others — but the “right” others. Stay away from complainers. Don’t hang out with those who consistently blame others or make excuses for repeatedly not reaching their goals. They will only become weights around your neck. Conversely, find others who are like-minded, who have similar passions and goals, and who already demonstrate the daily discipline of persisting. These are the people you want on your team.

And, maybe there are a couple of other things. Re-evaluate your goals — do you really want to reach them? Re-assess your plan — is it realistic? And read about others who have persevered through great difficulties to reach their goals as an encouragement for you to hang in there.

Have a great week — and hang in there!

Partly in reflecting on my own life this past week, I have become aware of different types of tiredness we may experience from time to time.

First, obviously, there is physical weariness, which can either come from hard physical labor (or exercise) or, more likely, from not sleeping enough. Some research suggests up to 40% of Americans are severely sleep deprived (and the percentage is higher for high school & college students). If you consistently wake up tired, become sleepy during the day, or fall asleep when you sit down for a few minutes, you probably need to get more sleep. What is the practical impact of not getting enough sleep? You will be less efficient in getting tasks done, you are more at risk for having an accident while driving, your immune system is weakened and you are more likely to become ill.

Secondly, there is emotional tiredness — just not having the emotional energy to do the things you need to. At its more extreme form, this is what we usually call burnout — your emotional gas tank is empty and you “don’t have any more to give”. Here are some common symptoms:

• you are easily irritated
• you work long hours but get less done
• you have difficulty focusing
• you are apathetic about getting things done
• you just generally don’t like your life
• you don’t want to be around people

Emotional tiredness is common after you have been pushing toward completing a big project, and you get it done. The emotional drain is greater when you are done but not pleased with the outcome, or the results weren’t what you were hoping for. Or burnout comes when you have been “giving” (in whatever form) over a long period of time, with more emotional resources going out than are coming in or being replenished. The well is dry and you don’t have anymore to give to anyone, potentially even yourself.

The third type of tiredness I think is important to mention is spiritual tiredness. We are spiritual beings and life is more than our bodies, more than work, and more than relating to others. There is a spiritual side to life that gives us purpose and meaning, and which helps us “make sense” of our lives and the world around us. We become spiritually tired, I think, when we don’t pay attention to the spiritual side of our life and we ignore it. We don’t take time to reflect or ponder; we are not living life with a sense of gratitude. We also become spiritually weary when we lose the sense of how our daily life activities relate to the bigger purpose of our life. We go through the motions of life, but don’t feel connected and have lost of sense of direction.

So what should we do if we are tired?

First, it would be wise to try to discern and identify the type(s) of tiredness you are experiencing.

Second, and this is difficult for those of us who are achievement-oriented (or a bit driven), is to acknowledge and accept that you are tired. It is one thing to generally identify the issue; it is another to accept the reality of one’s tiredness.

Finally, we need to take some actual action steps to deal with the issue. Perseverance is good, but obviously to continue to “keep going” when you are significantly tired can lead to exhaustion (physical, emotional, spiritual), and lots of negative consequences in our lives. Learn how to rest, take a vacation, or do tasks that are restorative.

After working through the weekend last week, and sort of “dragging” myself through this past week, I have had to do some things to help me “rest up” this weekend: I went to the pool and hung out with my wife and daughter; I caught a movie with one of my sons; I went for a couple of runs and a walk in nature; I allowed myself to just sit and enjoy a soccer game on TV; and I hung out with some friends. I almost feel back to “normal” (whatever that is).

As you look toward this holiday weekend, I would encourage you to stop and think beforehand — do you need some rest? what kind? And what would you like to do about it this weekend?

Have a great 4th of July!

Well, I am just back from 2+ weeks on the road — some work related, and some family vacation. And I have been reflecting on different types of “rest” — which is a timely topic, given that most people had a holiday weekend (although I would bet, for many, it wasn’t necessarily restful), and others are looking forward to a summer vacation.

My vacation time included fighting sickness for a good part of it (starting with allergies / cold and turning into a sinus infection with sore throat, bronchial congestion and lots of coughing). And this combination of sickness and vacation led to my thinking about different kinds of rest we need and experience.

Obviously, on a daily level, we rest (or take breaks) as we go through the day and tire from our work and activities. Then at the end of the day, we rest, relax and eventually go to bed — where our night of sleep restores (hopefully) our physical, mental and emotional energy to tackle the tasks of the next day. We do this for five or six days and then have the weekend. And the weekend is supposedly designed to give us one or two days to rest and restore ourselves for the next week.

Unfortunately, many of us keep going at a fast pace (often doing “fun” things) that often wear us down. I am reminded of co-workers earlier in my life who would say they had to come back to work to recuperate from their weekend.

And then there are holidays and vacations. Holidays are typically celebrations that include family and friends, and can be fairly exhausting. Or they provide some extra time to get “caught up” on projects and tasks that we feel behind in.

Historically, for me, I have planned vacations at a full and fast pace — leave as soon as possible, return at the last moment possible and play hard in between. However, this left little margin for getting ready & packing, unpacking and doing laundry, and getting caught up on mail, email, etc. — which led to overload (not only for me, but more so for my wife). Fortunately, I have learned to back off of this some and leave some margin of time and energy on at least one end of the vacation.

What was interesting to me this vacation was the different experience I had as a result of being sick for part of my vacation. Typically, on vacation I let my mind “breathe” — I get away from work tasks, try not to think about work much, don’t do work-related reading, etc. and let my mind freewheel a bit. This seems to be restorative to me.

When we are sick, we usually need to rest as well — to let our body fight whatever infection we have, and regain physical strength drained from fighting the illness. But when I am sick and am resting (usually sleeping or sitting somewhere with a flat-line brainwave), I am not thinking at all. I may be on meds and I am just numb. And it is not restorative in the same way. I don’t feel mentally or emotionally rejuvenated, and my creative thought processes aren’t recharged.

So I was a bit disappointed, feeling somewhat robbed of the mental / emotional / creative rejuvenation I was looking forward to.

In thinking about my experience as a microcosm of what happens in other “organisms” (families, businesses, organizations), I realized that they, too, have different types of rest and restoration that occur.

When a system or organism is generally healthy, rest (vacations, corporate retreats, planning sessions) can help the organism regain strength and focus needed to take on new tasks and challenges. Healthy leadership teams can come away from an annual retreat energized with new creative ideas to take into the marketplace.

But if a group or team is not healthy — it is fighting serious internal problems and challenges, struggling to survive on a day-to-day basis — then the rest takes on a different experience and meaning. Then the time and energy is focused on just getting well. There may be a sense of relief — of taking time and energy to get “caught up” and deal with significant problems. But usually, there isn’t a looking forward to the retreat or planning session because it is problem-focused, not really being restorative or creative (who looks forward to laying in bed all day because you are sick?).

Some implications strike me for businesses, and even families who are planning to get together.

First, take a pulse of your system / organism / organization. Are you generally healthy? Or are you primarily trying to survive because of internal issues or external factors attacking you? If you are more in the sickness mode, then take steps to do what you can to get healthy. Don’t go into an annual retreat, family gathering, or planning session and act like you are going to do long term creative planning. It won’t happen until the more critical issues are addressed.

Second, if your system is doing well, then plan some time for some rest, reflection, and celebration. Don’t push your team to the limit. By planning some time to rejuvenate, you will allow the team members to become stronger, get recharged, and come up with some new creative ideas that will make the system work even better.

Generally, in the U.S., it seems we are frenetic about pursuing pleasure and leisure activities, but we are not great at pursuing restorative rest. This seems to be true at the individual level, within families, and within business as well. Think about it (it takes some free time and mental space to think about it), and see what you come up with.

Earlier this week (Monday, April 27), the National Academy of Sciences released some pretty amazing research that was picked up by the New York Times and other major media.

For the first time ever, scientists have identified a cognitive training process that actually increases a person’s intelligence (aside from teaching the test items on an intelligence test!)

The training process, a structured process of improving one’s working memory, addresses the same skill set that has previously been shown to reduce the severity of symptoms for ADHD individuals.

“Working memory” is the ability to hold information mentally “online” while doing something with the information (or doing some other mental task). It is used in reading comprehension (remembering what you just read while reading the next section), math computation (especially in multiple step problems), or remembering a series of tasks to do while working on them. For IT people, it is very similar to RAM.

The research released by the National Academy of Science asserts the following. (The article is written in terms of “fluid reasoning” which is viewed as the core set of skills on which intelligence is built.)

1. Fluid reasoning is generally the ability to reason and to solve new problems independently of previously acquired knowledge.

2. Fluid reasoning is considered one of the most important factors in learning.