Dr. Paul White

“How Will You Measure Your Life?” + Some Observations

August 1st, 2010

Sometimes someone writes an article, or gives a speech, that is noteworthy. Their thoughtfulness and manner of communication is remarkable. And you really can’t add much to what they have already said. But you want to share their thoughts with those important to you.

Such is the nature of the article, based on his commencement speech to the 2010 graduating class at the Harvard Business School, by Clayton Christensen. He is a professor at the school and was asked by the class to speak at their graduation ceremony.

I will briefly highlight some of his points — primarily to entice you to read the whole article, which can be found at this link.

Dr Christensen states that: “On the last day of class, I ask my students … to find cogent answers to three questions: First, how can I be sure that I’ll be happy in my career? Second, how can I be sure that my relationships with my spouse and my family become an enduring source of happiness? Third, how can I be sure I’ll stay out of jail?” [He goes on to report that two of his Rhodes scholar program classmates wound up spending time in jail.’

With regards to the career question, he states: “More and more MBA students come to school thinking that a career in business means buying, selling, and investing in companies. That’s unfortunate. doing deals doesn’t yield the deep rewards that come from building up people. I want students to leave my classroom knowing that.”

Regarding the second question, Christensen reports: “Over the years I’ve watched the fates of my HBS [Harvard Business School] classmates from 1979 unfold; I’ve seen more and more of them come to reunions unhappy, divorced, and alienated from their children. I can guarantee you that not a single one of them graduated with the deliberate strategy of getting divorced and raising children who would become estranged from them. And yet a shocking number of them implemented that strategy. The reason? They didn’t keep the purpose of their lives front and center as they decided how to spend their time, talents, and energy.”

He goes on to say: “Your decisions about allocating your personal time, energy, and talent ultimately shape your life’s strategy. I have a bunch of ‘businesses’ that compete for these resources: I’m trying to have a rewarding relationship with my wife, raise great kids, contribute to my community, succeed in my career, contribute to my church, and so on. And I have exactly the same problem that a corporation does. I have a limited amount of time and energy and talent. How much do I devote to each of these pursuits?”

Finally, regarding “staying out of jail”, he frames it as “how to live a life of integrity (stay out of jail). Unconsciously, we often employ the marginal cost doctrine in our personal lives when we choose between right and wrong. A voice in our head says, ‘Look, I know that as a general rule, most people shouldn’t do this. But in this particular extenuating circumstance, just this once, it’s OK.’ the marginal cost of doing something wrong ‘just this once’ always seems alluringly low. It suckers you in, and you don’t ever look at where that path ultimately is headed and at the full costs that the choice entails.”

I will let you read the rest of the article yourself so you can gain the full impact of his points.

Let me briefly add some supporting comments of my own.

Since I have the opportunity to work with business owners and financially successful individuals and families across the country, I am able to observe some repetitive patterns in families and relationships.

The most glaring theme is that there seem to be three types of individuals who are successful in business (or their chosen career):

1) those who are extremely successful largely due to a high level of commitment, drive and who have sacrificed most of the rest of their lives (physical health, family relationships, friendships, personal ethics) to achieve their goals;

2) those who have been able to maintain a sense of balance in their lives along the way due to a clear commitment to priorities in their lives; and

3) those who are somewhere in between, desiring to be balanced but often find themselves out of balance in their use of time and energy.

Members of Group 1 are often wealthy, sometimes famous, still “driving” toward career (or other) goals. They are largely unhappy, self-focused and highly insecure. My observation is that they usually are not very enjoyable to be around — they often have anger issues.

Group 2 members are usually amazing people, who are a delight to be around. They are humble, realizing that their success is probably a combination of perseverance and being in the right place at the right time. They are guided by a strong set of personal values. They have a giving approach to life and much can be learned from them.

Most of us (I think) are in Group 3. We have good intentions. We generally are going on the right path, but often need to make corrections along the way — with work/career or other pursuits getting out of balance. We need mentors, reminders and good friends to give us honest input and feedback.

Which group are you in? Where do you want to be? How can you get there?

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Reflections on Father’s Day — From A Variety of Perspectives

June 21st, 2010

This past Father’s Day was the first, as far as I can remember, since my oldest children (twins) were born 27 years ago that I was away from all of my children. I am on a business trip that carried over the weekend, so I am away from my family. On one hand, it was weird and lonely. On the other hand, I got to do some fun things (hike in N. California redwoods and go to a beach) and all of my children called and we had nice chats.

I’d like to share some thoughts about fathers, from a variety of perspectives.

First, a few thoughts about my own dad who died 15 years ago this summer — he was 71 years old and I was 37. My dad, Roger White, was a very bright, largely self-educated man. When I reflect on some of the core character qualities that he had, I think of:

*Provider — he took his role of providing for our family seriously, and strove to do the best he could for his children and grandchildren;

*Life long learner – my dad was always learning- about engineering, mechanical design, sailing, construction, investments, how things worked;

*Problem-solver — a common dinnertime discussion topic was a recent problem he had observed and his thoughts about different ways the problem could potentially be solved, and he encouraged us to be observant of problems that needed to be solved in the world around us;

*Giver — dad was generous to those around him - to mom, to the kids (and our spouses) and grandkids, to friends and those in need that he saw;

*Hard worker — this was a “given”, if you were a member of our family (nuclear or extended) you were a hard worker;

*Focused — this was both an asset and a liability for dad, he could become focused on an issue, problem or topic and it was tough to get him off of it.

I am thankful for the legacy he left to me and my children through his modeling of these character qualities.

A second perspective comes from the fact that I conducted a family meeting this past weekend that included a multi-generational discussion on the dynamics of relationships between parents and their adult children. And there were some interesting points made and comments during the discussion.

One of the themes we discussed was the roles and responsibilities of parents (both mothers and fathers) when children are growing up. These include the responsibility to:

nurture, protect, encourage, model, teach, discipline, entertain, transport, facilitate personal development,

provide - food, clothing, shelter & other resources, make decisions, train in social skills, expose to the larger world.

When the young adults in the room saw this list growing, they spontaneously commented: “Whoa! That is a lot of responsibility. I’m not sure I want to be a parent!”

Additionally, as we worked through the different stages of parent / child relationships (childhood, adolescence, adult children), we talked about the tensions of transition in different stages. One thought shared was that parents of adult children often are confused about how much input or counsel to give their children (and their spouses). Many parents don’t want to be overly involved or intrusive, and can actually “back off” too much where they become disengaged from their children’s lives. Other parents (the one more commonly portrayed in the media) can be overly involved, give too much advice (and too strong of advice, not allowing for differing views) and essentially are experienced as being intrusive. [We discussed ways to manage this tension — which you were there!]

Another interesting (to me) point was that one of the main things parents of adult children desire from their children and other family members is — companionship. Sometimes we just like being together, hanging out, and being a part of our kids’ lives. Why? Revisit the list above of the responsibilities we carried for a number of years. We have invested a lot in our kids — time, energy, (and yes, money). And our kids have been a major part of our lives. Often, we like them and enjoy their company. Many young adults who are in their own life stage of finding their own identity and independence, forget about the situation from their parents’ point of view. So a hint to young adults and older “children” — a relatively low-cost gift to your folks is to choose to spend some time with them.

We need to look at fathers from one other perspective — from those who are either fatherless, or essentially fatherless — their fathers aren’t involved in their lives. Unfortunately, this is not uncommon in our culture. The number of children who are raised in homes without a father present is astounding. Add the number of fathers who are in the home but really not present because of work or other activities, or who are not emotionally or relationally present — and the percentage is frightening. Why? Because fathers provide important messages to their children — that they are special and loved, that they are valuable and worth one’s time and energy, and that we believe in you. (Mothers obviously communicate these messages as well, but dad’s do it in a different way.)

So if you are a guy, when (not if, but when) you are around those whose father is not present, spend a little extra time with them. Give them some time and encouragement. Let them know they are neat. Share some wisdom with them, or teach them a skill. It could be a small gift that goes a long ways to impact a child’s life.

Yes, dad’s can be annoying. But we can be cool, too (sort of). If your dad is still around, let him know something you appreciate about him or what he did for you while you were growing up. It will warm his heart.

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Facing the Facts: The Negative Impact of Video Games on Our Youth

May 2nd, 2010

I have been “holding off” on writing this blog, partly for fear of sounding like Chicken Little (”The sky is falling”, “TV rots your brains”, “Video games are evil”) and partly for fear of sounding like an old fogie (”Things were better when we played dominoes by candlelight”).

But I cannot hold my tongue any longer. Just today I received notice about a major study that came out this spring - a meta-analysis of 130 research studies with over 130,000 youth studied. The finding?

Violent video games make youth (both male and female) more likely to engage in personal aggression themselves. Surprise, surprise. Do you mean to tell me that watching and participating in repeated fantasy action of shooting, stabbing, hitting, and murdering others — done for hours and hours, over days, weeks, months and years — actually impacts a person’s behavior? I’m shocked.

Let’s look at some of the other negative characteristics typical of most video game playing:

Video games are primarily self-focused.
I know you can play games with others (either in person or on-line), but who really plays video games for the purpose of serving others? (Except the occasional parent who dislikes them.) It’s true, they can be a form of entertainment — used for relaxing and leisure time, for chilling. But how many of you have noticed that your children (or husband) become more self-focused, agitated, irritable and less willing to do their responsibilities after they have played for two or three hours? It is about them and what they are doing — how dare you interrupt their game and ask them to study, mow the lawn or clear the table?

Video games and the skills they build have virtually no transferability to real life. How many jobs are there that require superfast hand/eye coordination and decision-making? I used to say there were no careers for which video games prepared you for. I was corrected during a lecture — these skills are useful in the military for those who pilot drones and bombs to their destinations. I stand corrected. Now how many of those jobs are there? And how many people grow up with that career dream? That leaves about 75+ million American youth and young adults under 30.

Video games steal time and mental energy from tasks that could be truly productive and/or skill building. In business, this is known as “opportunity cost” — you only have so much time and energy. And if you spend that time and energy on Halo or World of Warcraft, then that time and energy can’t be spent on physical exercise, studying, learning to play an instrument, or working a part-time job. We are literally wasting hundreds of millions of hours of potentially productive time with our youth and young adults.

Video games create a false sense of competency. I am convinced that one of the draws of video games — especially for those students who struggle in school — is that it gives them a sense of competency. They are able to beat an adversary, win at a certain level of difficulty, or obtain virtual rewards and treasures. The problem is — the competency isn’t real; what good does it do them away from the virtual world? One time I had a significantly overweight 10 year old boy tell me he was really good at tennis. After further inquiry, I found out he was good at tennis on the Wii, but he actually believed he was good at playing tennis. We need to help our children build self-confidence but through tasks which they will use in real life.

Video games can become highly addictive, especially to individuals with ADD/ADHD. It is well-known among those who work on college campuses that many young men (primarily) spend 3 or more hours a day playing videogames. And it is documented that at least 10% demonstrated addictive behaviors — not being able to quit even if they want to, losing weight because they do not stop to eat, and probably the most common — disruptions of sleep due to playing patterns. [I recently had parents report that their 12 year old was getting up in the middle of the night after his parents had gone to sleep and was gaming for hours — they finally realized why he was always so tired.] Neuroscientists are now finding associations between the adrenaline-rush and addictive behaviors that are associated with high-stimulation video games.

(I am aware that there are exceptions to each of the above-raised points, but these are common characteristics of those children, teens, young adults and adults who play a lot of video games.)

So that I don’t just criticize and run, let me give parents some practical suggestions for dealing with the challenges associated with the video game craze in our culture.

1. Don’t accept the “everybody does it” excuse. Oh, yea. That’s a good one — right up there with smoking, under-age drinking, casual sex, smoking pot and every other generational foolish decision young people have argued with their parents about. But the problem is: almost everyone else is doing it. So parents, show some backbone. Set rules and guidelines. Fight the battle. Be “mean”. And stick to what you know is right.

2. Set limits. Take the power cords. Lock up the controls. Set on-line limits. Require that schoolwork and/or chores are done prior to any time playing games. And limit the time — 30-60 minutes on weekdays (preferably none, if you can get away with it), and 1-2 hours per day on weekends. More than that, and you can’t really monitor the limits.

3. Use the “real life” rule. Ask yourself, your husband (husbands are often part of the problem), and your children: “Would we encourage this behavior in real life?” Do I want my kids to steal cars, mug people, shoot and murder others? “Oh, it is just a game”, it is argued. Ok, then why don’t we encourage games that have your teenager rape others and burn houses down with people still in them? Give me a break — why do we need research to show us that repetitive thoughts and fantasy actions increase the probability of those actions actually occurring in real life?

4. If your children are still young, delay getting games as long as possible. The battle is harder to fight when the games are in the house. Don’t worry. They won’t be deprived — they will still play at their friends’ houses. Wait. Wait. Wait. If you want to, get them a Wii. Do the educational games. But lay off all the Gameboys, X-boxes, Playstations, Internet-based games — you and they will be better off. (I could tell you a personal story about my four kids — now ages 19 to 27, but you wouldn’t believe me.)

I know this entry has a bit of an edge and angry tone. Sorry (sort of). I wish I could communicate what I want without the irritability, but sometimes there are things worth getting angry about.

For those of you with students in school, think about how you are going to manage this summer — they are off school, have lots of free time, and you will be at work. Do you want your kids playing 3, 4, 6, 8, 10, 12 hours of video games a day? (Ten to twelve hours isn’t unrealistic.) If not, what are you going to do about it now?

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Lessons Learned (for Daily Life) from 20 Years of Testing Students

April 15th, 2010

Traveling a few weeks ago, I was reflecting on one of the professional activities I have done for over 20 years — testing students of various ages for possible learning difficulties (ADD/ADHD, dyslexia, learning disabilities). I realized I have learned a lot of lessons from the process — interviewing parents; testing students from 5 years old through elementary school, high school, college students and adults; following up with the students and their families years later.

It is not an exhaustive list but here are some of my observations:

Each of us has a unique combination of strengths, abilities, personal history, education and training, personality, family background and values. It would seem this should go without saying, but most of us compare ourselves to those around us — and come up “short”. There is almost always somebody better than we are — even in our strength areas. And this is true in families as well. Children need to find their own unique combination of strengths and talents (one of their siblings may be better in a specific area). And this is
especially true for individuals whose skills differ significantly from the rest of the family (e.g. artists in a family of entrepreneurs).

How we reach a certain goal or approach tasks is often more informative than whether we succeed or fail. One of the fascinating aspects of my job while testing is to observe how an individual completes a task (or tries to). There are lots of ways to correctly solve a problem — and there are lots of different ways to make errors. How we approach a task, and what we do in response to barriers or confusion ultimately says a lot about a person — and how they will deal with challenges in daily life (persevere, give up quickly, ask for help, use trial & error, use logic to problem solve).

Culture emphasizes different skills and abilities over different time periods. Part of “success” in life has to do with the match between an individual’s unique skill set and what the culture is currently emphasizing. I often tell parents (usually of students who do not have good reading or writing skills) that I am thankful I wasn’t born on a farm in the 1800’s — because I would have been relegated to a ditch digger or to slopping the hogs (feeding them, to you urbanites). I have virtually NO mechanical skills or problem-solving ability — and that is what was needed to be successful in that setting.

Parents who have successful children strive to understand their children, provide support and resources to build their strengths (and overcome their deficits). One of the more frustrating experiences is to interact with a parent who has a very narrow definition of what “success” is (e.g. good grades in school; being athletic) and their child doesn’t have the natural abilities to do well in the desired area. Wise parents observe and discover the strength areas of their children and help those skills develop — even if it is not a strength (or area of interest) of the parent. These are the youth who struggle in reading and writing who go on to become successful in business, the military, or just great all around people — excellent husbands, wives and parents.

Early, easy success in life often hinders more sustainable long-term success later in life. A pattern I have seen repeatedly is a highly talented child — bright, athletic, good-looking, socially skilled, musical — they seem to have it all. And they are “stars” early in life — especially grade school, possibly all the way through high school (sometimes, college). But at some point, “the wheels fall off”. The student hits challenges they do not have the habits, disciplines and emotional chutzpa to overcome. Extremely bright and talented students often do not have the opportunity to learn good study skills, perseverance or handling failure during the early stages of their lives. Conversely, individuals who grow into self-responsible and contributing members of their community: a) understand and accept their weaknesses; b) respond to (and do not resent) the demands of daily life, and c) find ways to gradually move forward in their life and career paths. Most successful individual aren’t “stars” or people who “hit it big” — they are individuals who consistently and repeatedly try to make good choices.

Successful parents (and individuals) focus on behaviors and habits that lead to success (daily discipline, perseverance, practice, learning building block skills, doing a job well done, learning how to problem-solve). Wise parents understand that there are behaviors, choices and attitudes that lead to positive results. Although they may use grades or achievement as measuring sticks of progress, they do not emphasize the symbols of success as much as the behaviors which lead to success. Conversely, parents whose children struggle later in life (high school, college and beyond) are overly concerned with “looking successful” — good grades, high test scores, winning in sports. Often this leads to patterns of excessive help by the parents, and cheating by the students. Ultimately, their lack of skill or knowledge becomes apparent.

If you are a parent, remember that parenting is a marathon. Keep the long-term goal in mind. Don’t settle for the easy, short symbols of success. Let your child struggle — how else will they become stronger?

If you are a grandparent, teacher, or principal — or you just know someone who may benefit from these observations, consider sharing them with someone you know.

Have a great weekend.

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Similarities and Differences Across the World

March 22nd, 2010

I just returned from a week in Istanbul, Turkey, speaking at a conference, meeting with families, and doing some sightseeing. And I was struck by the similarities of issues that exist half away around the world, within cultures that have incredible differences.

First, I need to let you know that Istanbul is a beautiful, beautiful city with incredible history, architecture, and stunning visual images. It is the only city that spans two continents — Europe and Asia, separated by the Bosphorus river (a salt-water river that joins the Black sea to the north and the Aegean Sea to the south). The metropolitan area is larger than you might guess — at least 15 million people (it reportedly had 400,000 people in 1970 and 10 million in 2000.) And it has a unique blend of numerous ethnic groups and nationalities — Turkish, Iranian, Russian, Syrian, French, Italian, German, British and more. You might remember that it was the capital of the Emperor Constantine (Constantinople) and the seat of the of the Orthodox church, and then became the capital as well as the trading and economic center for the Ottoman Empire from the 1300s through the early 1900s.

So the themes I noted that are similar across cultures, and seemingly across time, include:

Entrepreneurial spirit (when freedom of competition is allowed).

Both the modern Turkish economy (textiles, agrarian commodities, shipping industry) and the small shopkeepers in the markets (the Grand Bazaar, the Spice Bazaar, and individuals selling goods on the streets) demonstrate the vibrancy of the desire to make one’s life better through business. I was amazed at the energy and creativity I observed in individual’s and small businesses; and I appreciated their humor as well: “How can I convince you to leave some of your money with me?” “What would you like to buy that you don’t really need”? And, “Step into my shop and let me show you some genuine fake watches!”

The importance of family relationships.

Individuals and families repeatedly reported their personal stories of how important their families are to them. Young adults shared the dilemma they face of wanting to pursue career opportunities in other parts of Europe but also wanting to be near their parents, siblings and extended family members. Older adults discussed their desires for their children to join them in the family business, but also wanting their family members to pursue their career interest in a different area. And I got to see the joy of families enjoying time together — with their grandchildren, with the extended families of their siblings’ children and cousins.

The high value of education.

Time and time again, parents told me how proud they were that their children were doing well in the schools they attended (often private schools, at great personal expense to their parents). I believe that when individuals are faced in their day-to-day lives with the mass of humanity — in traffic, on the streets walking, in the marketplaces — they realize more intensely the need to “get ahead” through training and education. And the issue is not lost on the youth — they are quite committed to studying hard to do well in school, and appreciate the sacrifice their parents are making so they can get a good education.

The tension between governmental support and governmental interference.

Similar to the challenges our own country and economy are facing, countries worldwide are battling the tension of how much the government should set economic policies (both internally and regarding international trade) and how much they should “stay out of the way” and let the forces of capitalism lead the way. In Turkey currently, there is the additional tension of “being in the middle” of connecting with western Europe and the West economically, and remaining close to its neighbors and historical partners (Iran, Russia, Syria, Greece). In both the United States and Turkey, the answers are neither simple nor agreed upon by their citizens.

Differences.

So what are the differences I see? Mainly small ones — size, shape and the differences in appearance that are the result of differing ethnic backgrounds; clothing styles and preferences; types of food eaten on a daily basis; languages used to communicate with others; and historical heritages that bring different traditions to daily life and life’s events.

But underneath these surface variations, I still see people who love, who want to accomplish something in their lives, who learn and try to capitalize on available opportunities, and who are intrigued by those who are different than they are — but who try to be kind and helpful to strangers in need. Finally, life seems to be both enjoyable and difficult for individuals, families, and businesses on all sides of the world. Most of us experience both the wonderful aspects of daily life (the beauty of nature, loving relationships), along with the pain (illness, physical pain, death) that accompanies life in this world.

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Healthy Extended Families — They Do Actually Exist

January 22nd, 2010

In the past several weeks, I have had the opportunity to interact with a few large extended families — both at a personal and professional level. And I have been impressed with some common characteristics I observed across these families, whom I view to be relatively healthy and functional.

Given the bashing that extended families take in TV shows and movies, you wonder if every family is totally filled with people who can’t stand each other and have major conflicts at every gathering. But I can tell you from multiple experiences — this probably isn’t the case. Now, I am not saying that most multi-generational families function like the Waltons (for those of you under 30, I don’t have a more recent media example of a syrupy-sweet family). And, in fact, virtually every family has some major challenges relationally. But that really is the point — healthy families learn how to manage challenges without blowing themselves up.

Here are some qualities and behavior patterns I observed in these relatively healthy, multi-generational families:

Straightforward and honest communication. It is difficult to have good relationships with others when people don’t say what they really mean, when they lie about themselves and others, or if they use indirect forms of communication (talking about or “through” others). Being upfront and honest (without being brutal) is a good starting point.

Invest time with one another. Relationships require time together, and families who are healthy realize this. They make time to be together. Getting together with the extended family (aunts, uncles, cousins, grandparents) is rarely convenient. But if a family is going to stay together, they have to be together, at least occasionally.

Acceptance of differences. People are different, have you noticed? The challenge is that, usually, there are commonalities among family members — they look alike, they have many of the same talents and skills, and they often have similar interests and values. But within all families there are individual differences (sometimes this is a source of tension while the “different” one is growing up), and these become even more pronounced when siblings become adults, marry, and form their own family units. Wise families accept these differences, and seek to embrace and support those who have different perspectives, backgrounds, values and ways of living. If “different = wrong”, then this becomes a source for breaks in relationships and an overall defensiveness (”my way is right”). A lack of understanding and accepting those who are different from you is a major impediment for families continuing to relate together.

Not easily offended. It was interesting to observe that there were numerous situations in which an individual (or family group) could be offended by a comment or action by another. Generally speaking, this didn’t happen. Family members chose to “let it slide” and not make an issue of it. On the other hand, there are individuals who carry a chip on their shoulder, and can be offended by the slightest of (often unintentional) comments, actions or decisions. Routinely, they seemed to react by distancing themselves and cutting off the relationship.

Kindness and showing interest in others. An overwhelming theme was the high level of kindness displayed among family members — demonstrated largely by an interest in others. I personally experienced this with my wife’s family — they asked questions of me (or whoever they were talking to), seemed genuinely interested and listened to my responses, and were encouraging in their comments. In most interactions (across the different family groups I was with), there was very little demanding to be the center of attention and no observable pouting from individuals who didn’t feel that they weren’t getting the attention they felt they deserved.

So what do we do with these observations? Wish that we were part of these families? Maybe, but that really wouldn’t do any good.

I think the implications are twofold:

a) Strive to interact in a healthy manner with your family. Be a positive family member yourself. (It starts with being involved and communicating with family members.)

b) Encourage and instruct others to behave maturely. This is a touchy one. I don’t mean: criticize and berate others for not behaving well. I do mean instructing your children in the healthy ways of communicating, and possibly, giving gentle encouragement to others (with whom you have a decent relationship) who are struggling, to make good choices in their interactions with others.

Positive, supportive relationships with family can be achieved (to some degree, at least), if we each work on our own part. The alternatives seem to be: a) don’t relate to your family at all, or b) stew in negative interactions which no one enjoys and which will destroy whatever relationships exist.

It’s your choice.

Have a great week and enjoy those around you!

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The Problem with Trying to Be “Fair” With Your Children

December 28th, 2009

In my role as a family coach for wealthy families, one of the common issues that arises is the parents’ desire to be “fair” with their children and grandchildren. (I put “fair” in quotation marks because it really is an unusual term that is defined differently by many people and is almost totally based on perception.)

For whatever reason, and I really don’t know exactly where it comes from, fairness is an extremely important issue in our culture that drives many decisions within families. Take, for instance, this past week’s events over Christmas — parents (regardless of their financial status) are quite concerned about giving the equivalent financial value (or perceived value) in gifts to their family members.

There are many challenges related to parents or grandparents trying to be fair with their family members. Let me cite a few:

The “givers” have their own perception of what is (or should be) fair. Most people have a hard time accurately or concisely describing what “fair” is, but they sure have a strong sense of it intuitively. Often it is described in terms of being “equal”, but when pressed about specifics or circumstantial differences, the concept of equal usually fades into the background.

The “receivers” usually have a different view of fairness from the givers (and from other receivers).Most of the family members with whom I work are genuinely grateful for any gift they are (or will be) receiving. The adult children and their spouses do not appear to be greedy, unthankful or have a sense of entitlement. They understand that the “givers” have the right to do whatever they want with their possessions. Nonetheless, when probing deeper, they often express a different viewpoint of what would be “fair” in how the gifts are distributed across the family — often not to their own benefit but out of concern for one of their siblings or in-law’s.

What is “fair” changes over time (pretty easily and often). Let’s take the recent volatility in the financial markets and real estate values. Suppose, in May 2008, some parents gave one of their children $100,000 in a blue chip stock; they gave their second child a house in Atlanta worth $100,000; and they gave their third child $100,000 in cash to use as they wished. Let’s assume each child wanted and agreed to the form of the gift they received (this isn’t always true, you know). So not only were the gifts “fair”, they were exactly equal in monetary value in May 2008 (which is an unusual occurance). But fast forward to May of 2009. The blue chip stock lost 40% of its value, so it is now only worth $60,000. The home in Atlanta lost 50% of its value and can’t really be sold for virtually any price. And the $100,000 in cash is worth $102,000 after they earned 2% on it in a money market account. Are the gifts fair now? Should the parents do some additional giving to make the monetary values equal?

When do you want fairness to exist? When do the givers want things to be fair. Now? Next year? When the business sells? When everyone has completed college? When dad dies and his life insurance proceeds create cash to equalize the gifts given? When both parents die and everything will be “equaled up”? “When” is an important question to answer — for a number of reasons. First, you have the most control over events closest to the present. So “now” seems to be a pretty good option. However, you may not have the liquid assets to make everything fair now, so “now” doesn’t work for many families. Secondly, the further out the “when” is, leaves more variables to chance and the likelihood of fairness not being achieved. Is it “fair” to your second child to wait until the business sells (say in 5 years) to make things fair, and they get divorced and become a single parent needing cash flow two years from now? Or is it “fair” to the eldest child who is running the business (and buying it from you) to wait to realize their inheritance when they sell the business (potentially) in twenty years? I can run a lot of scenarios that create problems.

So what do you do? Give up on the ideal of “fairness”. Maybe, but probably not. I try to help families (usually the senior couple or single parent) clarify what being “fair” means to them, to the best of their ability currently. Secondly, answering the question “when” is critical — and it differs significantly across families. Finally, I encourage family members to think more in terms of values, rather than fairness. Since fairness is a moving target across time and is perceived differently by almost everyone involved — I find making decisions based on what is important to you as a better guideline.

Is education for the next generation important to you? Then figure out a way to fund that. Is affordable housing important? Then figure out a way to help younger family members achieve this goal. Travel? Stay-at-home moms for your grandchildren? A financial safety net? Guaranteed health insurance? Whatever is important to you — pursue that as a gift.

You will eventually have to make some decisions about what you view as being “fair” — assuming you have more than one child. Do you try to equalize your gifts to your children? Or do you try to equalize them at the grandchild level (one of your children has two kids; his sister has three kids; and the youngest has one of his own and three stepchildren)? It’s not easy. But, hey, that is what I am here for — to help you think and talk through the issues, so you can come to a decision you can live with.

Remember, you don’t have to have a lot of money or “stuff” for this to be an issue. Dividing up the household furniture and belongings raises the same issues. Whatever you do, don’t let one of your kids or grandkids (who does have a greed or entitlement issue) “guilt” you into making decisions you don’t want to.

Until then, have a great and safe New Year’s celebration.

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Creating New Family Traditions Around the Holidays

December 17th, 2009

A “new tradition” is sort of an oxymoron.  By definition,  (”a long-established, inherited way of thinking or acting”), a tradition is some action that you have been doing for a while.  But I believe it is both possible and helpful to intentionally create new traditions for your family.

We need to recognize that families go through a variety of life stages, with different needs at each stage.  And the demands and parameters of daily life vary significantly.  Think about what life is like when you:

  • Are in college, or a single young adult.
  • Are newly married, early in your career, without children.
  • Have 2-3 children, ages birth to four years old.
  • Have 3 children, ages six to twelve, and both parents are working outside of the home.
  • Are parents of preteens and high school students.
  • Have some children in college and some at home.
  • Have daughters-in-law’s and sons-in-law, with some of your children living in other parts of the country.
  • Have become empty-nesters, and eventually grandparents.

It is hard to imagine a family tradition that could survive and be really appropriate for family members across all of these life stages (with the possible exception of special foods served at holiday meals).  That is why most family traditions die over time — they no longer “fit” with where the family is currently. So it really seems necessary for families to create (or revise) family traditions over time, if the family is going to continue to have traditions they celebrate.

We may want to review why having traditions is important?  What is the big deal?  On the one hand, I could argue, they really aren’t that big of a deal — they aren’t directly related to the survival of anyone or the family.  On the other hand, I believe traditions are important for a number of reasons.

Traditions:

  • Create a sense of togetherness among family members.
  • Provide a context by which family memories are made and can be recalled (”remember when you were little, we used to … “)
  • Become an avenue through which you can teach important values (e.g. going as a family on a service project together).
  • Give a sense of stability and predictability to a family, which children both need and desire.
  • Generate positive emotional energy within a family through a sense of anticipation of the event, and also gratitude for the energy expended to make the event occur.
  • Develop a pathway of transferring family history, values and stories across generations (”When I was growing up, our family . . . “)

Let me give you some examples of traditions we have created within our family over the years.

Opening Christmas presents.  When our children were little, we devised a strategy to manage the pressure of them wanting to open Christmas presents (which were already under the tree) on Christmas eve.  Rather than facing constant and repeated questions (”Can’t we just …), we came upon the plan of me [dad] giving the family a present to open on Christmas eve.  Every year it was a game that we could play together that evening.  So it accomplished a number of goals:  a) decreased the demands to open presents;  b) provided a family activity for us to do together; and c) helped us develop quite a storehouse of games to be used throughout the year!

Giving gifts to charities and educating the family about the charity.  Several years ago, when my siblings and our families gathered together to exchange gifts at my parents’ home, we decided that we didn’t need to give each other small, and sometimes not very meaningful gifts, just out of habit. We were having our own families, didn’t need the extra expense, and the time and energy to shop for one another (even after we had reduced it to drawing names to just give one present) didn’t seem worth it.  So we agreed to start a new gift giving tradition.  That each year one sibling and our spouse would choose a charity; we would provide information about the organization and the services they provided, and then the siblings gave money to that charity instead of buying gifts.  (This was a time-limited tradition which went away as our families grew larger and we no longer meet together to exchange gifts across the extended family.)

A new holiday meal.  In deference to my friend, Dr. Gary Chapman, and his book The Five Love Languages, I would propose that there is a separate love language for teenage boys — food.  (Anyone else who has had three teenage boys knows what I mean.)  This is especially true for our middle son, Joel.   A number of years ago, when Joel was in high school, he proposed that we start a new tradition, a Christmas eve meal of barbeque meatballs, fries, salad, and brownies for dessert.  His brothers, sister, and dad all thought this sounded like a good idea — and in exchange for help in making the meal, mom agreed to the new tradition, which we enjoy to the present.

A family story-telling event.  When we moved into our home over fourteen years ago, we started a tradition focused on our new, large fireplace.  We call it “The First Fire”.  Every year, as the weather gets colder, we pick a night to build our first fire in the fireplace.  We start it without newspaper (only using really small pieces of wood) and try to start it with just one match.  After the fire is going, we turn out all the lights, sit around the fire and eat some wintry munchies (popcorn, hot cider, hot chocolate, make s’mores).  And then we tell family stories.  Kathy and I tell stories about our families when we were growing up, and even stories that our parents told us about their childhood.  And then we tell stories about each child, when they were little.  (The siblings all chime in with their own memories and stories of one another.)  It really is a delightful time.  We will have to see if the tradition continues or how it may morph into a new form, since our children are all at college or out on their own now.

There are other traditions I could share (Fourth of July celebrations, vacation sites we went to repeatedly for years, birthday traditions, New Year’s traditions), but that is enough for now.

As we approach the Christmas and New Year’s holidays, when most families gather together, I would encourage you to think about your current (or possibly past) traditions that you want to keep going or rekindle.  And also think about possible new traditions that you may want to start.

Here are a couple of lessons we have learned in starting new traditions:

  1. There needs to be a leader, someone who leads out and take charge.  Just throwing out an idea (”Maybe we should . . .”  or “What do you think about .  .  . “), doesn’t make it happen.
  2. Having more than one family member involved and committed raises the probability of getting started.   Trying to start a family tradition by yourself doesn’t usually work.  There needs to be “buy in” from one or two others (depending on the size of your family) to sustain the energy needed to overcome inertia, and to “get it done”.
  3. Don’t wait for everyone for to get excited about the idea in order to start. Having unanimous agreement or excitement is probably an unrealistic expectation (especially if you have teenagers!)  It is okay for someone to not really be that excited about the idea initially.  But usually, if it is a decent idea and implemented adequately, family members “come along” and often later admit they enjoyed the time.

Whatever you do together as a family over the coming weeks, do it and enjoy one another!

May God bless you and your time together over the holidays.

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The Opposite(s) of Thanksgiving

November 21st, 2009

We usually think of opposites in terms of a simple, “either-or” relationship — such as light and darkness, large and small, heavy and light.  And these opposites exist on a single continuum, with the opposing characteristics being on the ends of the spectrum.

But there are some relationships which are more complex, where there is more than one characteristic that can be opposite of another.  For example, in comparing a “good meal” with a bad one, there are different factors that can lead to that judgment.  The quality of the basic ingredients, the correct amount of the ingredients, combining the ingredients in the proper order and utilizing the appropriate process, the degree and duration of cooking, the temperature of the food when presented, and the combination of the various dishes prepared — all lead to the combined quality of the meal.  So a meal can be unsatisfactory because the food is too salty, the meat was overcooked and tough, the vegetables are room temperature, the baker used baking soda instead of baking powder, or you don’t especially like a spicy green salsa on your cranberry apple salad.

Similarly, it seems that there is more than one “opposite” of being thankful.  In fact, if you think of the term “opposite” being rooted in the meaning of “opposing”, the issue becomes more clear.

So, as we approach the Thanksgiving holiday, instead of the traditional approach of thinking about those things for which we are thankful (we is generally a good exercise to do), let’s look at those characteristics and attitudes which get in the way of being thankful.

  • Apathy.  An “I don’t care” attitude reflects a lack of appreciation for one’s present circumstances.  Someone who is passive, has little interest or motivation in the current situation, really doesn’t understand how bad things could actually be.  (I believe apathy reflects a deeper sense of self-focus where the individual becomes passive when they can’t do what they want to.)
  • Entitlement. When individuals come to believe that they deserve x, y, or z, then having that item or being able to do what they believe is their right becomes a baseline expectation for life.  And when we believe we have a right to something, we generally are not that thankful when we get it.
  • Impatience.  When we are impatient (and usually, also irritable) in our current life circumstance, it follows that we are not really very thankful for the situation we find ourselves in.  Usually, we are quite focused on a very narrow aspect of the situation (being stuck in traffic and late to a meeting or event) and fail to see the positives of the broader context (having a car to travel in, living in a safe country).
  • Envy.  Focusing on what others have that we don’t, or characteristics of their lives we wish were true for us lead us away from being thankful what we have and our current life circumstances. (Remember, there are 3 billion people who go to bed hungry every night.)
  • Anger.  When we become angry, we essentially are saying (to ourselves and others) — “This should have (or shouldn’t have) happened ..”.  And when our expectations aren’t met, we become angry about it.  It seems to be pretty difficult to be thankful and angry at the same time, I think (try it!).
  • Greed.  Have you ever been around a child who always wants more?  More toys.  More fun.  More food (to the point of excess).  They rarely seem to be thankful for what they just received or experienced, but rather quickly move on to “What’s next?”  As adults, we may have just completed a pleasurable experience, and are already looking on to the next fun thing to do.  Greed and gratefulness don’t co-exist.
  • Worry. This is an interesting juxtaposition to thankfulness.  Worry and anxiety have to do with the future — x, y or z may happen; or “if Q happens, then …[some bad thing] will occur.”  It’s hard to be grateful and enjoy life when you are around someone who is anxious and worrisome.  Almost by definition, they are so focused on a possible future event, they cannot enjoy the present.

I am sure there are other characteristics and attitudes that interfere with, and oppose, being thankful. Some of the ones identified above create a sense of embarrassment for me, because they are too often true in my own daily life.  (Sorry about that to those of you who live closely with me.)

If you wouldn’t mind, take a moment and review the list.  Go slow and think about periods when you have struggled with these attitudes.  Think of specific times and circumstances. And when you are ready, choose to move on.  Resolve to battle these ways of thinking when they come up.
For some reason, there are always a few foundational things that I find myself repeatedly thankful for.  And I’d like to share some of them with you.  Those of you who have lived in more difficult times and places, or who have traveled in poorer countries, can probably identify with these relatively simple items:

  • a hot shower
  • a glass of clean, refreshing ice water
  • air conditioning
  • fresh fruit
  • a warm house or a warm place to work
  • a family member or friend who loves you
  • pain relievers and medication
  • money to be able to take care of an unexpected expense
  • warm sunshine or a cool breeze
  • no bugs biting me while I am in bed
  • clean, dry clothes
  • a variety of food to eat

I’ll stop there (although I’d love to keep going).

I hope you have a tremendous time with family and friends this coming week.  Be sure to them how much you appreciate how they have enriched your life!

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Mentoring — Transferring Information & Experience to the Next Generation

November 15th, 2009

I started reading a good book this week — A Game Plan for Life: The Power of Mentoring by John Wooden and Don Yaeger.  It was recommended to me by a good friend, and I always try to pass on worthwhile reading to others.

The first part of the book covers the seven mentors that influenced Coach Wooden (for those of you who don’t know, he was one of the most successful college basketball coaches of all time, at UCLA). In discussing different types of mentors (professional, personal, spiritual, etc.), he makes a fascinating point:

  • “I know that my life has been blessed with incredible opportunities, and as a result, I have a responsibility to reach out to others to share the insights, experiences, heartbreaks, exhilaration — all the lessons I’ve managed to accrue through the nearly one hundred years that God has given me on this planet… Knowledge is nothing unless it is shared.  I know that knowledge for knowledge’s sake is a wonderful ideal, but in reality, it is the transmission of understanding that is the very basis of civilization.” (p.7).

As I work with multi-generational families and family-owned businesses, one of the core principles we emphasize is the process of transferring knowledge, intellectual capital, and life experiences from the senior generations to their children and grandchildren. It is not an easy process — I think it is one of those “important but not urgent” activities that Stephen Covey emphasizes.  Part of my role as a family coach is to help structure activities and processes to help make the transfer happen.
And as we come upon the Thanksgiving holiday, I tend to think about how to best use our time together as a family.  What traditions do we want to keep doing?  Which traditions really aren’t that important or have lost their meaning?  What conversations do I want to have with my adult children when they are home?  What information or life experiences do I want to share with them?

Here are seven “lessons for life” that John Wooden’s father shared with him on a card given at his high school graduation:

  1. Be true to yourself.
  2. Make each day your masterpiece.
  3. Help others.
  4. Drink deeply from good books.
  5. Make friendship a fine art.
  6. Build a shelter against a rainy day.
  7. Pray for guidance and give thanks for your blessings every day. (p.13)

Think about those who have impacted your life and the lessons you learned from them — both from direct instruction and from their modeling.

And then think about what you want to pass on to those who are important to you.  Maybe take some time and share a life experience with someone younger: “You know, I was thinking about … and a lesson I learned. . . . “

Have a great week.

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