Dr. Paul White

Learning from the Best: Musings from a Successful Top CEO

October 20th, 2008

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.

Character Issues: Responsibility — its apparent demise

September 28th, 2008

Just some musings and observations from the past week– from the news, working with some businesses, and some reading.

It appears that the character quality of responsibility is slowly (?) disappearing from at least some parts of our culture.  It is an odd experience — on the one hand, to be dealing with businesses and managers where they are all about responsibility — both giving it and expecting it from managers, sales people, and employees at all levels.  While on the other hand, to see “leaders” (I use the term loosely) who seem to spend most of their time and effort in avoiding responsibility — making excuses, but mainly blaming others.

And what is really interesting is that many seem to be attempting to place “responsibility” on institutions (Fannie Mae, Freddie Mac), career categories (mortgage brokers, investment bankers), political parties (”its the fault of …Republicans, …Democrats”), even laws (”its due to the repeal of the … Act).  Funny.  I thought individuals made choices and complete actions.

Similarly, it appears that many of today’s leaders want to take responsibility for “fixing” other people’s mistakes (at least that is the claim on the front end of a decision to be implemented over time, with the actual results to be determined).  And even the general populace (or maybe it is the media’s presentation of the populace) seem to want someone else to fix problems.  But rarely do I hear individuals stepping up and saying, “I was wrong. . . I misjudged the situation and had an error in judgment. . . I made a mistake.”

Why is this?  Fear of being sued?  Being afraid of public embarrassment?  People not really believing they did anything wrong?

And yet in business settings in which I am working, I consistently have seen individuals who have “messed up” and who admit it, apologize, and attempt to rectify the situation.  Now, interestingly, an apparent difference is that it is clear who made the decision or committed the action.  And also, members of the system in which they function hold them accountable — and “call them” on their mistake.

So maybe one factor we need to work towards in the “public sector” (in this case, government) is to clarify when a decision is made and who is responsible.  But the challenge seems to lie in the fact that, many times, in government it takes multiple parties to make and implement a decision (the Senate, the House of Representatives, the President).  So when multiple parties are involved, does that mean no one is responsible?  Or, conversely, does it actually mean that all parties who are involved are responsible (my current position).

It is just that the juxtaposition is stark.  In small to medium businesses (I think it may be different in larger corporations), doing “business” means making and implementing decisions, taking risks, and managing the results.  And if you make a poor decision (or fail to implement a good decision), you experience the consequence.  In the public sector of government, the whole process and concept seems foreign, even counter-cultural.

For me, until the practice of being able to hold public officials (or those within large business organizations) accountable for decisions made and actions taken, I have little hope of good decisions being made and implemented (”good decisions” being ones with that have positive results).

I am open to your thoughts and comments (just click on the title of the blog and it will send you to the comment section OR go to www.drpaulwhite.com/blog and scroll down to the comment section).

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Perseverance — It’s not pretty. It’s not fun. But it works.

August 3rd, 2008

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!

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How to Create Problems in Your Life: Avoid Conflict

July 14th, 2008

I have observed a common pattern across many areas that I work (and live) — people avoiding dealing with tense or conflictual situations in their relationships with others. And almost always, not dealing with the situation creates additional problems or makes the conflict larger and more intense (often involving more people than were originally involved).

And it happens it lots of settings:

  • in family businesses, between family members working together
  • in office settings, between coworkers who can’t get a long
  • in marriages, between spouses
  • in extended families, between parents-in-law and their children’s spouse
  • in schools, between teachers and parents of the students
  • in wealthy families, between siblings who are inheriting wealth
  • and on and on.

Now, I am not going to try to address all the issues relevant to conflict in relationships, that would require a book (or two). But let’s look at some core concepts.

First, why do people often try to avoid conflict? I think there are lots of potential reasons, but let’s identify a few.

  1. Many people do not like emotionally-charged situations, and they feel if they raise the issue underlying the conflict, emotions will get out of control.
  2. Most people don’t like others to act or communicate in an angry way towards them, and will almost anything to avoid this type of interchange.
  3. Some individuals believe that, in conflict, someone must either “be wrong” or have done something wrong, and they don’t want to be accused of this.
  4. Most of us, when we have done something wrong, don’t like admitting it or apologizing for our error.

The problem is — not dealing with conflict in a situation doesn’t make it go away. In fact, frequently, things get worse. When there is tension between two people, or when there is a relational break (that is, the two people are not communicating much at all, if any) — not dealing with the issue creates additional problems, including:

  • Others notice the tension and it makes them feel uncomfortable.
  • Communication between the two individuals becomes minimal and ineffective.
  • Other people get pulled into the conflict, and often begin to “take sides”.
  • The people involved in the conflict experience a lot more emotional tension in their lives, with their emotions “building up”, and often spilling over into other areas of their lives.
  • The relationship becomes more and more distant, sometimes to the point of total cut-off between the two parties.

Now, I am not suggesting, that if you are in the midst of a conflict in one of your relationships, you should run out and “deal with it”. Why? Because most people who have the habit of avoiding conflict don’t have very good success at resolving conflictual situations on their own — they don’t haven’t been practicing how to deal with conflict in their daily lives (we all have it, you know), they have misbeliefs about what should be done (”we just need to sit down and talk it out”), and they may not have the skills to deal with the situation effectively.

So what should you do?

First, take stock of your relationships and see if there are any that currently have significant tension or conflict that is getting in the way. Admit to yourself that there is a relationship that needs attention.

Second, observe how the tension in your relationship is affecting your life and those around you. For you to seriously consider dealing with the situation, you are probably going to need to be convinced that the conflict is creating problems in your life. You may want to ask those close to you in the situation (coworkers, family members) how the tension affects them (don’t ask it in a way where you are looking for support for your position in the conflict).

If possible, seek some help from someone who can help you deal with the conflict in the relationship in a positive way. Get some counsel from someone you admire and observe that they seem to be able to address relational tensions in their lives in a healthy way. Sometimes it may be beneficial to talk to a professional counselor, business coach, or facilitator — to help you and the other person meet together to resolve the issues creating the conflict.

Do some reading that can help you grow in dealing with conflicts in your life. Whatever the conflict you are currently experiencing, if you are a habitual “conflict avoider”, be assured this will not be the last difficult relational situation you have to deal with — there will be more. So it would be wise to start to grow in your ability to deal with tensions in relationships in a healthy way. There is a great book, Difficult Conversations: How to Discuss What Matters Most that a number of my clients have found to be quite helpful in guiding them through tough conversations they needed to have with someone in their life. Additionally, Lewis Smedes has written an excellent book, The Art of Forgiving, that is also extremely helpful.

I have conflict in relationships in my life (just ask those close to me), and I am still learning how to deal with those tensions in a healthier manner — I think we all can. Let’s just commit together to not let tensions in relationships fester to the point where they poison our lives — it will make all of our lives healthier.

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Are you tired? Understanding and Dealing with Different Types of Tiredness

June 29th, 2008

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!

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Lessons Learned from My Grandfathers

June 15th, 2008

On this Father’s Day, I thought I would reflect some on the lessons I learned from my grandfathers.

My Grandpa White was the only child in his family and his father died when my grandpa was 16 years old. As a result, he became in charge of the small family farm and the “man of the house” at that young age. I heard stories growing up how my grandfather was a creative problem-solver. For example, he set up a water supply system from the spring on the farm to a storage tank in the farmhouse. He also was frugal, but figured out how to get what the family needed with the limited money they had — he would buy slightly damaged apples at the general store (and cut out the bad spots) for a significant discount.

My Grandpa White lived closed by our home and I spent a fair amount of time with him while growing up (I was the youngest grandchild, however, and he died when I was in high school). Some of things I remember about him and the lessons I learned from observing him:

  • Make do with what you have. My grandfather, like most who lived through the Depression, saved all kinds of things (but not obsessively so) — nuts, bolts, pieces of wire, scraps of wood — which he then would creatively use to fix or make needed items. The related lesson was to keep using what you have (by maintaining and fixing it) in contrast to buying a new one.
  • Enjoy the simple things of life. I have vivid memories of my grandpa smiling and enjoying a ripe piece of watermelon on a Saturday evening in the backyard, or shaking his head in pleasure, saying, “Mmmm, mmm” when eating homemade vanilla ice cream.
  • Do the job right. My grandfather had a reputation of building things to last. I remember some wooden benches he built to use at a picnic bench at our family’s lake cabin — and he used heavy pressure treated rough-sawn 2×12’s with mammoth 16d galvinized nails. They were so heavy, you let somebody else move them!
  • Do what is right and don’t complain when others don’t. My grandfather had the reputation in our community of quietly doing the right thing, serving others, and not drawing attention to himself. Similarly, there were a number of external circumstances which occurred in his life that created significant challenges for his family — like the government buying the family farm during WWII for far less than it was worth (the farm was next to a new ammunition plant). But I never heard him complain or tell stories with a tone of bitterness.

My Grandfather Tripkos (my mom’s father; his father immigrated from Czechoslovakia in the late 1800’s) was also a farmer, in the “bottom lands” next to the Kansas River. Although I was not as close my Grandpa Trikpos, he also taught me life lessons through his example:

  • Enjoy life. My Grandpa had an infectious laugh. He was smiling constantly. He was always telling or making jokes. And he loved to laugh at others’ jokes. He was just plain fun to be around.
  • Make time for family. My family lived 20 minutes from most of the Tripkos side of the family (grandparents, aunts & uncles, cousins). But we frequently visited them (Saturday evenings, Sunday afternoons) and my Grandpa was in our home often, usually for meals. He often drove down for Sunday meals and was always there for major holidays. And I specifically remember pitching in a Little League All-Star game with grandpa there in the stands.

None of the lessons mentioned above are earth shaking — sort of like my grandfathers. They were solid men, not spectacular. They were faithful husbands and fathers for decades. They worked hard, provided for their families in spite of extraordinary life challenges (my Grandpa Tripkos’ farm and home were flooded during a major flood in 1951 — the family lost the home). But if I can live, and help my children live, with these lessons in our lives, that would be pretty good — solid, acceptable, just like the lessons themselves.

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Different Types of Rest - Lessons from Vacation & Sickness

May 26th, 2008

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.

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Optimism, Hope, Perseverance and Success

March 30th, 2008

This week I have been reflecting on the role of optimism and hope in life and business.

(These thoughts aren’t real “deep” or well-developed, but rather some initial musings.)

In the past 10+ years there has been a significant movement within psychology that focuses on the positive side of life (aptly named, positive psychology; see the work by Martin Seligman and others.) This was partly in reaction to psychology and psychiatry’s historical focus on problems — mental illness, psychiatric disorders, dysfunctional relationships, etc. But it was from the realization that a core aspect of many successful people’s lives was their positive view of life. Individuals who achieved higher levels of success in their chosen area often seemed to have a cheerful demeanor, an attitude of “looking forward” to the future (rather than a dour, pessimism) and a “let’s find the silver lining in this dark cloud” mentality and seemed to help them overcome challenges and barriers encountered. See the classic book, Man’s Search for Meaning by Victor Frankl or the movie Life is Beautiful directed by Roberto Benigni, for examples.

Optimism seems rooted in hope. Hope that circumstances will get better. Hope that your toil and sweat will pay off in the long run. Hope that something good will happen today (or tomorrow). Interestingly, hope often must exist in the face of circumstances which do not support it — bad news, pain, being wronged by others, receiving unfair treatment, things breaking, others not keeping their word, seemingly random negative events that keep happening to you.

What is the basis for hope? Some research suggests that some people seem naturally predisposed to having a more optimistic and hopeful view of life (unfortunately, we can’t choose our genetic pool.) Other research and reports from those who have lived through difficult circumstances indicate that keeping focused on the moment enables people to survive and keep going — they focus on today and what they need to do to make it to tomorrow. Within this present-orientation, having loved ones you care about, and a belief that your life is part of a larger purpose in the universe also seem to be related to maintaining an optimistic view while experiencing difficult circumstances.

How does this relate to business life? I think that optimism and hope are core components of perseverance, which we have already identified as being a key predictor of success in one’s profession. Why persevere if there is no hope of things turning out well? (I do think some people persevere just because they are tough-minded, and refuse to give up.)

Interestingly, I think “rest” is an interrelated issue to perseverance, as well. We are more tempted to give up when we are tired (emotionally and physically). Conversely, after a restful weekend, holiday or vacation, we are ready to tackle the problem again. Additionally, social support encourages us to persevere as well — working in teams together, having someone who gives you verbal encouragement to keep going, etc.

And the goal is to succeed — to reach the desired end in mind, whether that is a specific achievement (an “A” in a difficult college course, reaching your sales goal for the quarter, losing two pounds this week, etc.) or having come through a process successfully (making it through the week without losing your temper, treating your customers with integrity, to have played the game to your fullest ability and effort even if you don’t ‘win’).

Obviously, a hidden question becomes: What are my goals and are they really worth pursuing? Many “successful” individuals (in terms of wealth, influence, fame) reach their goals and thus, are “successful”, but realize upon reaching their goals that the goal was hollow, ephemeral, and didn’t bring them the fulfillment they expected.

More questions and issues than answers, but I am left with the questions:

*How can I increase my level of optimism and hope?

*What can I do to keep persevering in spite of obstacles and challenges (and weariness) encountered?

*Are the goals I am pursuing really the goals I want to achieve? (And am I missing the more important goals along the way?)

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Brothers and Business

March 6th, 2008

There is an old saying, “It is good for brothers to get along”. And it is true. But one of the most frequent problems I see in my work is the challenge of brothers “getting along” in business. And the issue plays out in many different ways and settings:

*Brothers who have been working together for years (and now are in their 50’s, 60’s and 70’s) and have built a successful business together, and are now in conflict about business succession issues — especially about how and whether the next generation should be involved in the business.

*Adult sons of the business founder who are working in the business, in different roles and levels of responsibility, and struggling with what is fair in compensation, power, influence and privileges.

*Adult children (for it is not always just brothers, but their sisters, too) — some of whom are in the business, some who are not directly involved in the day-to-day management — who are owners together and have significant conflict over the direction of the business and how resources should be distributed (i.e. dividend distributions, bonuses for the managing owners).

*One or more siblings who are working hard, taking their responsibilities in the business seriously, along with one sibling (usually a brother) who is “coasting” — not working very hard, not putting in the hours, not getting the job done — but who is pulling the same benefits (income, perks) and playing a lot more than his siblings. Result: plenty of resentment to go around.

There are lots of variations.

You may or may not remember that I grew up in a family owned business (a manufacturing company). I am the youngest of four sibs, and although I did not work in the business as an adult, I was an owner and on the Board. My two brothers worked in the business (as did my sister later on) and we had our own challenges — personality differences; some were owners and managers, others (me) were non-managing owners. So I speak from experience — it is good for brothers (and sisters) to get along. And it is a pain when you don’t.

You may have heard that there are two “CEO’s” in family businesses: the Chief Executive Officer, and the Chief Emotional Officer. The latter is often the matriarch in the family system (she may be the wife, mother, mother-in-law, or grandmother depending on the stage of the family). And one of the (self-imposed) roles of the Chief Emotional Officer is try to ensure that everyone in the family gets along. (Good luck!)

In fact, when identifying goals for the family and the business, the most frequent goal cited by the matriarch is either: “I just want everyone to be happy.” or “I would like everyone to get along peacefully.”

So, what is the point, practically? First, it may be helpful to recognize that conflict between brothers in business is a common occurrence. If this is your current (or past) experience, you are not alone.

Secondly, it is an important issue to pay attention to. Many successful businesses have been shipwrecked by unresolved conflicts among siblings in business together. It is to everyone’s benefit to address issues early, before they become unresolvable.

Finally, it is critical to recognize that relational issues — trust, healthy communication, acceptance of differences, resolving conflicts in a healthy way — are just as important for the long-term success of a family-owned business as are good management and execution of the business plan.

If you, or your family’s business, is struggling in this area, I’d love to help you work through the issues in a way that will bring a positive resolution. If I can help, let me know.

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

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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