Over the past several weeks I have been involved with a number of families, helping them with their philanthropic giving process.  What has been interesting is the fact that almost all of the families are at some different stage in their developmental stage of philanthropy.  Some are really just beginning, others have been “doing” philanthropy for a while but are at a new life stage in their families and having to reshape their giving process, and some are not only experienced but are providing leadership to other families and foundations.

Let me share some lessons I am gleaning from my facilitator role.

“Successful” philanthropy reflects the true, authentic character of the family.  There is a lot of discusssion within the marketplace about what “successful” philanthropy is, but from an observer’s position, it seems successful philanthropy entails actively engaged family members who enjoy the process of giving along with positively impacting people’s lives as a result of the money given — both pieces seem to be necessary.  Given this description, I see “successful philanthropy” take on many shapes and forms.  No one approach or format yields these results for families.  Rather, if a family is laissez faire and goes through life more experientially (versus planned out), their philanthropy and generosity works well in this form.  But for families who are more goal-driven, structured and need to help “move things along”, a laissez faire approach to their philanthropy would drive them mad and not be fulfilling.

Ongoing, regular two-way communication is key.  Regardless of the level of development of the family’s philanthropic process, whether it is just a couple sitting down to talk together informally; parents sharing about their giving with their adult children; or a group of adult siblings with their spouses having a formal Board meeting — if there isn’t ongoing regular communication, problems erupt.  Misunderstanding, hurt feelings and mistrust can grow over a few thousand dollars to be given or over hundreds of thousands of dollars — the amount of money is not critical.   The challenge is — regular communication takes effort and time, and a commitment to overcome the obstacles of life (busyness, interruptions, illness, unexpected demands from other commitments). Families that can meet the challenge win — the process of giving together stays healthy.

There needs to be a healthy acceptance of different levels of interest, passion, and involvement across generations.  I am asked to speak on or address (to families) the topic “How to Engage the Next Generations in Philanthropy” fairly frequently.  And the pattern which I am seeing that is yielding the most positive results is this:  a) there is a generation of the family which is interested, passionate, and involved in giving;  b) there is a desire within this generation to pass on their passion to other family members;  c) however, they understand that there are seasons of life and interest in philanthropy needs to be grown and developed over time;  d) the involved generation attempts to model and share about their giving at a level which matches the level of interest by the next generation;  and e) the involved generation continues to be involved and excited about what they are doing philanthropically regardless of the response of the next generation (that is, they don’t get discouraged, start to manipulate or place “guilt trips” on the next generation).

These are just some initial observations from recent interactions.  Being forthright, working with families and their philanthropic plans is once of the most enjoyable and rewarding aspects of my work right now.

Have a great week!

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.

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).

I want to write about some things I have been learning about “marketing” but I don’t know how to frame the issue and information in a way that doesn’t turn people off.  That, historically, has been my reaction to “marketing” — makes me think of either high-dollar, high-glitz Madison avenue advertising campaigns or a slick (possibly slimey), fast-talking guy who gives you tips on how to sell people services or goods they don’t need and don’t really want.  (My apologies to my marketing consultants who are wonderful, warm people that don’t come anywhere near close to this description.)

But this weekend I read an article about the intersection of marketing and living in community — a viewpoint  which struck me as quite unique.  Dr. Bruce Howard is a professor of business and economics at Wheaton College (my alma mater) and he shares the following thoughts:

“In graduate school, I was surprised by the first course I ever took in marketing.  Like most people, I thought it would be about sales and advertising and learning how to convince people to buy your products.  I could not have been more wrong.  It turned out to be mostly about the practical arts of building community.  I was expecting a perspetive that was primarily individualistic and self-centered, but learned that true marketing always takes the spotlight off me and focuses it on others.”

Dr. Howard then cites Theodore Leavitt’s article, Marketing Myopia, from the Harvard Business Review in 1960 (yes, that date is correct), where Levitt states that business “is a customer-satisfying process, not a goods-producing process.”

This actually cross-sects with Michael Gerber’s statements on marketing in his best-selling The E Myth Revisited (the “e myth” is that most businesses are started by entrepreneurs; in fact, most businesses are started by technicians and service providers who think they can “do better”).

Gerber emphasizes two key aspects to marketing:  1) know who your customers (or potential customers) are (demographics);  and 2) know why they decide to buy (what he calls psychographics).  He restates the classic line, “Find a need and fill it” to “Find a perceived need and fill it.”  Gerber then argues that, for companies to be successful in marketing their products, companies must gather information about who their customers are and how they think about things.

He gets a bit intense when he states, “[I]t is absolutely imperative that you forget about your dreams, forget about your visions, forget about your interests, forget about what you want –forget about everything but your customer! When it comes to marketing, what you want is unimportant.  It’s what your customer wants that matters.  And what your customer wants is probably significantly different from what you think he wants.”

Now, back to Dr. Howard with his thoughts about marketing and living in community.  He states:

“I … discovered that building the business enterprise is about creating a community that is linked with other communities for the purposes of enhancing mutual welfare.  When people join a business, they don’t just want a job .. they want to be part of something greater than themselves.  They want to be part of a community.”

He then asks a key question:  “If business is supposed to be so community friendly, why does it feel so highly individualistic?”

He then discusses the current values driving much of the Western world’s marketplace — what is best for me (individually)? What costs the least for me (individually)?  Dr. Howard then argues that effective enterprises must also be intentional about the values they bring to the marketplace, including the value of community.
It reminds me of social entreprenuership — developing businesses that also have a positive social impact as part of their mission (for some great information on social entrepreneurship, go to www.socialimpact.com).

Part of my interest in “marketing” is how I see it all around us, in almost every sphere of life.

• The political process and all of the media communication surrounding Obama, McCain, et al.
• The bombardment of advertisements in virtually every “screen” media — the Internet, watching a movie, television, email.
• In people making daily life decisions — about cars, about food to eat, where to eat out, what movie to see, where to go to college, clothes to wear, where to go for professional services.

Secondly, I recently had an article in my community’s newspaper about a service I provide (a non-medication intervention for individuals with ADHD), and I was amazed at the amount of communication that resulted from this one “blip” on the marketing / information scene.  The story about a teenage girl who was significantly helped in her life by this approach seemed to touch people and they responded.

I guess I have a number of threads that are starting to come together in my mind (and don’t seem to be especially well-articulated yet!).  Marketing seems to be largely about the same things relationships are built on:  clear communication, understanding the other person and their point of view, trust in communication, providing accurate information, responding appropriately.  Maybe that is why, as I am coming to understand what marketing is, it intrigues me.

It seems to be appropriate week to write about women and the family business, given the high profile of women in politics this past week (Hillary Rodham Clinton’s eloquent speech at the Democratic National Convention, and the selection of Governor Sarah Palin as the Republican vice presidential candidate).

Six female authors have recently published A Women’s Place . . . The Crucial Roles of Women in Family Business. Five of the authors are directly involved in family-owned businesses and all of them are consultants with The Family Business Consulting Group, Inc. In the introduction, they indicate the book is not only for women in business, but for family businesses in general (many of whom may need to rethink their positions on women in the business), and for family business advisors.

In one of the first chapters of the book, they list a variety of roles women typically embrace in business-related families. The list, in and of itself, is insightful and causes pause for reflection on the variety of roles women hold (like men, many are held simultaneously):

Business Founder. Financier. Owner / Shareholder. Co-president. Emergency leader. Back room support. Innovator. Advisor and confidante. Nurturer of the next generation of leaders. Family business board member. Board Chair. A groomed CEO or senior executive. Family leader. Family foundation leader. Individual philanthropist. Ambassador. Employee. Mentor. Family historian. Steward.

As consultants, the authors share some themes they are seeing among family-owned businesses:

• More and more women are working in their families’ businesses
• Women seem to have more work experience before they have children
• Given increasing longevity, there are more work-related years available after children are raised.
• There are more daughters partnering with their fathers and mothers in business.
• The movement toward more service economy businesses appears to make business more amenable to women.

The authors suggest a number of steps to family businesses for helping young women prepare for significant roles in their family’s business. I found a number of them to be wise words to heed:

a) Start early. Regardless of gender, family members need to be exposed to the real workings of the family business early in life, and in multiple ways across the years.

b) Don’t leave the girls out. Think about it. If a family business disqualifies women from leadership, they may be reducing 50% (or more, depending on the family makeup) of potential future family leaders.

c) Avoid creating an environment where are the role models are male. Great point – if all the mentors are male, it makes visualizing oneself in and identifying with the role model more difficult.

I have been fortunate to work with a number of women in family businesses, and like the list above, they serve in a variety of roles:

*owner and CEO of a manufacturing business
*co-founder and principal researcher in a high tech firm
*VP of marketing and business partner with their spouse
*business owner of a professional services firm
*co-chair and leader of the family foundation
*individual philanthropist and change agent
*Board officer and confidante
*mentor to other women in philanthropy
*family leader.

One theme I have observed in this collective group of female leaders is the inner strength that each of them has. Having been raised in a more traditional Midwestern family, in which the business side of the family was patriarchal, it has been an interesting experience for me to see how women often lead very differently from the traditional male entrepreneurial stereotype – and how effective their leadership is.

I am looking forward to learning more as I complete A Woman’s Place . . . , (there is an chapter on Work/Life Balance that looks interesting) but even more so, I am eager to learn how to lead (if it is possible for a guy) like many of the woman I see – effectively, decisively, but with more attention and focus on the human side of business.

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!

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.

Much of life is not magic or spectacular. As one of my friends says, “Life is daily.”

And when we look at the goals so many of us have –

• to be healthy physically – in shape and not overweight;
• to be moving toward financial independence;
• to have healthy family relationships – in our marriage, with our children, and among our extended family –

many of these goals are largely the result of daily actions and taking time each week to devote to these goals.

Exercising a few times a week, eating healthy and in moderation, and getting enough sleep – moves us toward physical health.

Working hard, spending less than you earn, using what you have versus buying something new, saving regularly, investing wisely, and learning to be content in your circumstances – leads toward financial independence.

Similarly, there are some foundational habits that lead toward healthy relationships in families. And in my work every week I see both: a) families (or family members) who say they want healthy relationships but consistently do not make the choices necessary to bring about the health they desire; and b) families who have strong, warm relationships with one another as a result of habits and structures they have built into their lives over the years (and continue to do so.)

This is true for young couples, young families with children, middle-aged parents with teens or young adults, senior parents with adult children and grandchildren, wealthy families and those lesser financial means.

Let’s look at some of those patterns.

1. Spending regular time to be in touch with each other’s daily lives. This will look differently depending on the life stage of the family. It may mean talking or emailing a couple times a week (for families with children out of the home), eating dinner together regularly, taking walks together in the evening and catching up on the day’s events.

2. Having regular leisure time together. Again, the format will differ. This might mean going on a camping trip once a year. Doing leisure activities together occasionally – playing golf, fishing, going shopping, going to a concert, playing cards or a board game, or eating out together – hopefully an activity that allows for interaction during the event.

3. Taking time to have significant conversations about meaningful topics. It is difficult to have “deep” conversations spontaneously – the circumstances rarely work out right (the other person is distracted, there are kids around, someone interrupts the time, etc.) I find that people who want to have significant conversations with others plan for them. They think through what they want to talk about; they let the other person (or persons) know they would like to set aside some time to talk; and they schedule a time and an appropriate place.

It is important to note that this is true in a variety of relationships: couples; parents / kids & teens; senior adults and their adult children; and extended families (matriarch/patriarch to the rest of the family).

4. Being available to listen when others want to talk. (By the way, this is my biggest personal deficit area.) One of the key components to healthy relationships, seemingly especially with school-age children and teens, is being available when the other person has a need to share what is on their heart. This is one of the benefits of moms being home after school when kids get home, the “travel time” to / from school and activities, running errands together, cooking meals together, or working on projects together.

Unfortunately, most of us who are in the parent role tend to focus more on what we want to communicate to our kids, and often do not ask enough questions and just listen (guilty as charged).

5. Working through tensions, miscommunication, and conflict. Healthy families realize that no one is perfect, that miscommunications happen, it best to work to resolve a conflict rather than avoid it, and forgiving others when you have been wronged works a lot better than holding a grudge. So much hurt, pain, and damaged relationships could be avoided if families would realize that problems occur in family relationships and it is best to take proactive steps to deal with them.

If I could make one request from many of the families that I meet (often in passing) – do yourself and your family a favor: build some foundational habits and structures in your family’s life that will foster healthy, close relationships that you will enjoy for years. I will close with a number of specific action steps you could take (depending on your life stage):

• Sit down at the dinner table at least 3 times a week and eat dinner together, including some conversation about your day.
• Hang out with your kids, either in their room or in your bedroom, at the end of the day and chat about the day.
• Take a walk with your spouse after dinner and hear about their day.
• Call or email your college-age or young adult and ask them what they are looking forward to in the coming weeks.
• Schedule a family gathering for the extended family to get together, share a meal and hang out (keep it simple; it is more likely to happen, and don’t make it mandatory that everyone is able to attend before you schedule it.)
• Have an annual family meeting to communicate how the business has done this past year, what new projects came about, challenges encountered, and the plans for this coming year (keep it global and topical, don’t share specific financial information.)
• Offer to help your adult child on a project they need help on. Let them run the project; don’t offer unasked for advice, and just be their helper.
• Think of your own application of these principles, and write it down here: __________________________________________.

Have fun!

When I meet with business owners and managers, I often ask them what characteristics they look for in younger managers they are interviewing for positions. Frequently, one quality mentioned is the desire and willingness to learn.

Recently, I have had some amazing discussions with gentlemen (I use the word with its specific meaning in mind) who are older than I am (late 50’s, early 60’s to mid 70’s) who have been successful in many areas of their lives – in business or their profession, in managing their money wisely, having healthy family relationships, and a depth of spirituality.

My interactions with these individuals had a very distinct quality to them. Although highly successful themselves, they seemed keenly interested in learning from others. In the discussions I observed, they asked questions, listened, and delved deeper with follow-up questions. They appeared to have a true interest in the lives of those with whom they were conversing. And they were equally excited to share about what they were learning currently in their lives — not what they knew nor the successes they had previously experienced. Rather, they were discussing their current challenges, the mistakes they had recently made and what they were trying to learn from them.

Maybe it is obvious to others (I am often a slow learner), but the individuals from whom I want to learn , whom I want to be like, and desire to model my life after – are learners, life-long learners. They read a fair amount (not all learn via reading, though). They ask insightful questions. Their interactions with others are more focused on learning from those around them (whether they are interacting with “successful” people, young adults, teens, or children) rather than trying to impress others with their own knowledge.

But, unfortunately, in my daily life I meet and interact with a number of individuals who come across — to put it bluntly — proud and self-absorbed. They relate to others in a condescending manner and in a way that communicates they clearly view themselves as a primary source of wisdom for those around them.

I am personally challenged to reflect on my life, attitude, and interactions with others. Am I a learner? Do I approach interactions with the attitude - what can I learn from this person, regardless of their age or stage in life?

And I am reminded of a few sayings and proverbs I have heard, like:

“A person of understanding draws out the deep thoughts of others.”

“Even an idiot appears smart if he (or she) keeps quiet.”

“A person who learns from others who are wise will become wise himself, but if you hang out with idiots – watch out!! – trouble is on its way.”

From whom would you like to learn? Take the initiative and give them a call; set up a lunch or breakfast meeting (and think about some questions ahead of time you would like to ask them.)

I don’t mean to sound snub or condescending but, in a lot of ways, having healthy relationships is not that big of deal. Having positive relationships doesn’t have to be as difficult as people want to make it.
I often tell my friends (and sometimes, my clients) that the work I do is not rocket science. Helping families and business families “get along” is not that tough, from a conceptual point of view. The concepts are fairly straightforward.

But the real challenge is in the implementation — in getting individuals and families to do (regularly) those behaviors and tasks that build health in relationships, and to minimize those actions that damage relationships. And, being forthright, it is in the area of implementation that I am worth my weight in gold (ok, maybe not that much — I weigh a fair amount and gold is at $1,000 an ounce.) Probably the one thing I do best is help families do what they should being doing.

Recently, I have been working with some families who are good people, who mean well and have good intentions, but some of them do what they are supposed to occasionally, others practice positive patterns but inconsistently, and some seem afraid to do what is right (almost strictly out of the fear of conflict.)

I previously have written about the six steps to positive relationships, so I won’t repeat those principles. I have some other observations I want to share here.

First, it is amazing to me to see individuals and families who say they want to have good relationships with one another, but they seem to rarely spend any time together. This is true for parents with children living at home, adults who are brothers and sisters, or extended families. Everyone is “busy” (the apparently acceptable excuse for almost anything in our culture). Ok, so let me put it to you bluntly: If you want to have a healthy relationship with another person, it helps (a lot) to spend time with them regularly.

Time is good. But spending time together watching TV, sports on TV, or movies/DVDs is not really going to build your relationship a lot. Talking is good. Talking about something meaningful in your life is better. It is a good start to with sharing about events in your daily life. But you can go to a deeper level if you share about what you are thinking about the future or the challenges you are facing in your daily life. If you are really brave, you might venture into the area of politics, religious / spiritual beliefs, or where you think our country or the world is heading.

There are three intertwined characteristics that I repeatedly observe in healthy families. If you have one of the three, it is helpful; two of the three is really quite good; and if you are “three for three” I am convinced you and your family will enjoy each other for a long time.

Accepting differences, and understanding that disagreeing doesn’t mean someone is necessarily wrong, is a great attribute.

Being able to resolve conflicts in a non-damaging manner is huge.

Forgiving others and learning to “let go” and move on is at the heart of healthy relationships.

Look at the converse of each of these and you will see what I mean. Think about a family (or a relationship) where everyone has to be, act, think, dress or believe the same in order to be OK. Early in a family’s life, this can look ok, but the fabric quickly unravels — because people in family’s are different — they think, act, dress and value things differently. So either you learn to accept, and embrace, the value of differentness or you blow relationships apart.

One of the most common patterns I see that creates major problems in families is their unwillingness or inability to confront one another in a way that allows the relationship to continue. More frequently, families “avoid” confrontation (they don’t actually avoid it, it actually either goes underground, builds up and blows, or goes through indirect channels). Often my role is to help family members sit down and talk about concerns they have with each other and attempt to facilitate the discussion in a manner that both feel “heard” and allows the opportunity to dialogue and problem-solve about the situation. (NOTE: being ok with the other person thinking, acting or believing differently than you is key.)

Families who live without forgiving one another are filled with hurt, anger, resentment and broken relationships. Let’s face it — we all screw up (some of us more than others) and many of us have deeply hurt those close to us. Unfortunate, but true. And I don’t know of any real way someone can “make it up to” another person — either through compensatory actions, apologizing, or admitting they were wrong. The bottom line need is the ability for the offended and hurt to “let it go” and move on. Otherwise, the relationship will always be tainted by “Yea, but you …”

I’m sure there are other aspects we could add, but realistically speaking if you:

*Spend time together
*Talk about meaningful topics
*Accept the other person as being different from you (and that is ok)
*Choose to deal with conflicts constructively
*Forgive others when they hurt you

Then you are going to have a darn good relationship. Not that tough, conceptually. Living it out is a challenge, no doubt. But give it a try. You can do better than you have been, I bet. We all can.

(By the way, it won’t be that helpful to print this out or send it to someone in your family and say “Here are some things you should work on” [or some other more indirect wording]. Rather, work on yourself. That’s the place to start.)