Dr. Paul White

Understanding the Nature of Trust

July 8th, 2010

I wrote about trust in business relationships a few months ago. But the issue of trust in relationships keeps coming up again and again in the work I do. Really, it is the lack of trust that continues to reappear. The issue is so foundational to healthy relationships, I feel compelled to write on the topic again – and explain the nature of trust more deeply.

What is trust, really? One definition is: “to place confidence in” or “rely on”.

Recently, I have worked with families, family businesses, couples, parents & teens, Boards of Directors (numerous ones) where a number of individuals within these systems don’t trust one another. And, unfortunately, the problem is that they have learned not to trust. That is, in many cases there was some level of trust previously that has now been undermined.

How does this happen?

Let’s first talk about some key components that are needed for trust to exist. One model defines trust as being comprised of three core components: competency, reliability, and looking out for your interests. Let’s look at each component more closely.

Competency. As I have stated previously, trust is situation-specific. Trust can only truly be defined within a context. No adult (except foolishly) trusts someone for all things in all situations. [Children may, but I have to think about that.] This is because no one is competent in every skill needed in life.

I may trust my financial advisor to develop a balanced approach to investing my savings, but I am not going to entrust my body to him to do heart surgery – because that is not his area of competency. We trust people in situations for which we believe they are competent.

Reliability. Part of trust has to do with the belief that a person is going to “be there” when they are supposed to. An employer expects a worker to show up for work day after day. A child expects their mother to “be there” when they need them. When we have a team working together on a project, we expect our team members to show up and be prepared for their role. Conversely, you may have a gifted and talented team member who really shines during presentations, but if they occasionally are late to meetings, come not prepared, or don’t show at all, then your trust for them in those situations is seriously undermined.

Looking out for your interests. If an advisor for your business is highly competent and reliable, but you are not sure they are primarily considering your interests in the work they are doing for you, you probably have an undertow of mistrust in your interactions with them. This is at the heart of the problem of trust in many business relationships – there are competing interests among various individuals and groups. And if you are not convinced that your interests are being considered (at least as highly as others’ interests), then it will be difficult for you to fully entrust your situation to others without seriously evaluating how they will benefit from the transaction.

From this perspective, trust is much like a three-legged stool. You can have two of the legs, but the stool won’t function without all three. Let’s examine each scenario:

Competency + Reliability – Looking Out For Your Interests. This combination leads to mistrust of the other person’s motives. No matter how well they can perform, you always feel like you have to “watch your back” so you won’t be taken advantage of.

Competency + Looking Out For Your Interests – Reliability. This is the “I just wish …” scenario. You have a competent individual whom you trust their desire to help you. But they just can’t keep it together to show up reliably (or on time), be prepared, and follow through on commitments made. You would like to partner with them, but you are concerned about the ramifications when they let you down.

Reliability + Looking Out For Your Interests – Competency. These are quality people who are faithful, will show up when they say they will, and they want to help you out. But they just don’t have the skills, training or experience needed to get the job done at the quality level you need. Often they are “over-reaching” their skill and ability level out of a desire to help (or to grow professionally), and as a result, often others need to come in and help finish the job.

Trust rarely is “all or nothing”. Remember, trust is situation-specific. In most of our relationships, our willingness to trust (or not trust) is not a black-and-white, “all or nothing” position. Rather, there are certain situations that we would be willing to trust the person, and there are other circumstances where we would not be willing to trust them.

This is an important point because in meetings I often hear people say, “I don’t trust him”, or “I’m sorry, but I just can’t trust her” – as if it is a carte blanche position. I work hard at helping people reframe both their thinking and their speech – to more clearly delineate “for what” they currently are unwilling to trust the other person. (“Currently” is an important word as well, because we want to frame the situation whereby the other person could potentially demonstrate they are trustworthy, and be trusted in the future in a similar situation.)

The Creation of Mistrust. An important question is: how do individuals come to mistrust others in their lives (family members, business partners, colleagues, suppliers)? The obvious answer is: “from a lack of one (or more) of the three requisite ingredients for trust.” And this is true. [I would propose that a lack of reliability is a common source of mistrust, especially in personal relationships, while doubt about the other person’s genuine concern for your interests is a more common source in business-related relationships.]

But a closer examination of relationships characterized by mistrust actually leads to some additional sources.

Lack of adequate, clear communication. Unfortunately, mistrust can develop through a lack of information communicated, or communicated clearly. How often do you hear, in the midst of a conflict, someone say, “Oh! I didn’t realize that”, or “Well, if I would have known that I would have reacted differently.”

Guilt by association. Some business professions have a reputation for being largely self-interested (used car salesmen, professionals who sell life insurance) – that their primary goal is to make a sale, whether the product is what you want , need or not. This puts trustworthy individuals in these professions at a disadvantage. They must work harder to demonstrate that they are considering the interests of the potential customer in the transaction they are proposing.

Misunderstanding of the other person’s intent. In situations where self-interest can be a factor, and where there has not been a long-standing trusting relationship, the misinterpretation of motives can easily occur. Many times people mistrust others because they have a misunderstanding of the potential benefits that might be realized, and think the person is acting primarily from self-interest.

Mismatch of expectations. Sometimes relationships are strained with one party’s expectations not met by another’s well-intended actions. If a friend volunteers to help decorate the banquet room for a fund-raising event, and the quality of the work is below your expectations, tension can arise. Often this is the result of lack of clear communication about what is expected.

A summary word: trust is easily lost, especially when people quit communicating with one another. Whenever possible, if you believe another person is struggling with trusting you in a situation, be proactive and find out what the issue is. I think you will find that the beginnings of mistrust can quickly be corrected either through an apology (if you have not followed through on a commitment made), clarifying your actions and intent, or coming to an understanding of unmet expectations and how these might be addressed in the future.

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Walking, Jogging & Sprinting: Some Observations and Life Lessons

June 6th, 2010

Recently, I went to our state high school track and field championship meet — it is a wonderful spectacle — thousands of student athletes, coaches, friends and family members in one stadium. Vibrant colors are displayed in the uniforms, supportive T-shirts and baseball caps, and tents (to keep the students out of the sun). Lots of sunshine, sunscreen and water bottles.

The Saturday morning before I went to the meet to watch a friend run in the sprinting events (100 meter, 200 meter, 4 x 100 meter relay), I went for a jog by my house — which meant I was running on a dirt road with pot holes and “washboard” on the road. In the evenings, my wife and I often take walks together down the road, as well.

And I started thinking about the differences between walking, jogging and sprinting — both physically, but also in life.

Sprinting. Sprinting is cool. It is flashy. In track, the sprint events are the high profile events. At the highest level of competition, the winner of the 100 meter dash is known as “the fastest man in the world”. And man, these guys and gals can fly. They are smooth and they move with beauty.

But the events only last 10 to 50 seconds, depending on the event. “Crack”, goes the starting pistol. The athletes fly down the track. And then it is over. Someone often gets hurt — falling at the finish line, or pulling up gimpy with a pulled muscle.

Jogging. Jogging — or in track, the long distance races (1600 meters [the metric equivalent of a mile], 3200 meters or the 4 x 800 relay) — are less flashy. For some, they are boring. Young women and men steadily running around the track several times. There is a little excitement and jostling for position at the beginning of the race. Many times there is an exciting finish between two runners sprinting for the finish. (And many times there is no excitement, given the large distance between the runners.) The runners are exhausted at the end and require quite a bit of time to recover from the race.

Walking. In most track meets, there are no walking races. At longer running events (2 mile races, 10K races) they may have a two mile walking race, but they aren’t very common. Walking just isn’t much of a sporting event for most people. It is boring to watch for very long. It isn’t as physically demanding for the individual — so most athletes pursue other events.

Let’s discuss some observations and lessons for daily life that can be derived from the characteristics and differences between walking, jogging and sprinting.

Sprinting is flashy, takes a lot of talent and preparation but isn’t used much in daily life. I don’t know about you, but I don’t have the need to sprint (literally, to run as fast as I can for a short distance) very often. Jogging is more for trying to keep in shape. But mostly, I walk.

In life, there are people I see from a distance or occasionally meet who seem incredibly cool. They are mega-talented, have a lot of style, and they seem to have the world by the tail. They go at a fast pace and are high profile.

But as I watch them over the long haul, many of them don’t really have staying power. They are a “flash in the pan” — bright lights & a lot of energy — but they are gone tomorrow. And often, their careers are short.

If I get in the mode of trying to sprint at work — moving real fast, making quick decisions, trying to impress others, and being primarily focused on image — I burn out fast. I don’t really get that much done. And I burn a lot of resources that require substantial time to recover. And often, I make mistakes.

Jogging takes a fair amount of effort and the distance people can jog varies greatly. Some people are in better shape than others (obviously). But even among runners, their stamina differs greatly — and you can’t necessarily tell by just looking at them.

In life, individuals differ significantly in how much emotional, mental and relational energy they have. And people’s level of personal discipline varies significantly, too. There are a lot of people who don’t have a boat-load of talent, but through commitment to get good training and daily personal discipline of doing what they need to day-in and day-out, they get a lot of work done (or develop stamina to run long distances.)

But jogging, and working consistently at a fast pace, takes energy and commitment. It is easier to walk (or not do anything), and in life, it is easier to “hang out”, do leisure activities, and not pursue goals. That is why — both for those who run long distances and those who get tasks done — joggers usually have a goal and work a disciplined plan to get there.

Most of life involves walking and walking allows for other things to be done at the same time. The majority of our life involves walking — around the house, at work, while shopping, etc. And we know walking is good for us physically. By definition, walking means you are going somewhere (versus being stagnant and passive.) In career development, I tell my coaching clients one of the major mistakes people make is to “not be going anywhere” — they are passive and waiting for something to happen.

One of things I like about walking is that I am able to do something else at the same time — think and reflect, pray, talk with Kathy, or just enjoy nature around me. When I jog (or on the rare occasion I may sprint for a short distance), my focus is on the physical activity. I am not thinking about much else.

The same is true at work or in life. If I am going at a normal walking pace, I am able to think and reflect, interact with others and enjoy the world around me while I am working. I get things done but I am not exhausted at the end of the day and I have energy left to do other things. And yes, it seems like it takes longer to get tasks done at this pace versus when I am rushing, but like the hare and the tortoise, I probably come out “ahead” at the end.

Steve Prefontaine, one of the preeminent long distance runners in the 1970’s said:

“Life’s battles don’t always go to the strongest or fastest man, but sooner or later the man who wins is the fellow who thinks he can.”

What are other lessons we can learn from these three activities? Think about it this week as you are walking.

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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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Successful Teams with Highly Talented Team Members

March 31st, 2010

Over the past few months, I have had the opportunity to work closely with business teams comprised of highly talented and successful professionals. Some of these high-powered teams work together well and achieve amazing results, while some of the teams are struggling a bit in working together effectively. And one of the teams had to reorganize because the team members couldn’t figure out how to work together.

I’ve made some observations as well as pulled some information from other sources, about what needs to happen for a team of “All Stars” to be successful as a team.

    Characteristics of Successful Individuals

First, let’s look at some of the characteristics of highly successful individuals. Successful people:

*Know how to accomplish tasks. They get things done. And typically, they have found ways of doing things that work for them. (With a team, they may have a hard time approaching a task differently from their personal strategy.)

*Are confident in their abilities. Since they have had success, they have developed confidence in their abilities and their approach. They believe their way works (and sometimes believe that their way will work for everyone.)

*Are proactive. They take initiative, develop action plans, and act on the plans made. (In a team context, they sometimes can act before coordinating with other team members.)

*Persevere. Persevering, “stick-to-it-tiveness” is generally a positive personality characteristic. (But perseverance can translate into stubbornness, if the individual is unwilling to accept and adapt to reality-based feedback – that this strategy just isn’t working in this context.)

*Have high energy. Most successful individuals have a lot of energy – mental, emotional and physical. They often run at a fast pace. (But in the context of working with others, they can have difficulty waiting, and sometimes can “act” before they should.”

    Characteristics of Successful Teams with Highly Talented Individuals

Although working with a team of very talented, capable and successful professionals can be challenging, there are ways that these “All Star” teams can become incredibly impactful. There are many areas of life from which examples can be taken: music groups, sports teams, legal and political teams, strategic business partnerships. (And unfortunately, there are probably more examples of “Super Teams” that failed.) What seems to be necessary?

*Team members voluntarily submit to a selected leader. There has to be a clear, designated leader. And the team members must consistently follow their leadership, even when they disagree with the leader (and they will).

*Individuals “hold back” in fully using all of their talents and focus their efforts on what is needed for team success. In a team setting, individual stars don’t “shine” and do everything they do as individual stars. They have to pull back and figure out how to mesh with the other team members.

*Team members value and appreciate the role and contributions of other team members. Not only do team members constrain their performance, they also truly value the strengths of others and the strengths their teammates bring to the team effort. There is usually a genuine mutual respect among the teammates.

*The approach or strategies used by the team to reach success may be different than previous successful strategies used by the individual team members. Certain strategies work well for individual tasks, but frequently different approaches are needed for cooperative ventures. Deference to the team leader and accepting their approach for the team is critical in this area for the team to be successful.

*There is a disciplined, strategic approach to reach the team goal that the team members are willing to submit to. This may seem redundant, but the issue is that many times “All Star” teams are put together for a specific project or limited time. Otherwise, most successful professionals would not be willing to participate in a cooperative project – because it would interfere with their personal career and requires them to perform in ways they are not typically used to.

    Lessons from The Five Dysfunctions of a Team

(by Patrick Lencioni).

Finally, let’s look at lessons shared by Patrick Lencioni in his best-selling book. These principals dovetail nicely with the observations described above.

Issues That Lead to Problems on a Team

*Absence of Trust (resulting from a lack of vulnerability among team members)

*Fear of Conflict (which can lead to artificial harmony). Team members need to be able to engage in passionate debate about ideas.

*Lack of Commitment (by keeping goals and plans ambiguous). Lack of true “buy in” by all team members leads to poor execution and implementation.

*Avoidance of Accountability (which keeps performance at low standards of acceptability). Team members must be willing to confront off-task or counterproductive actions and behaviors of other team members.

*Inattention to Results (stemming from a focus on individual needs such as status, ego and recognition). It is critical for team members to agree on the categories of results to be tracked to assess success for the team as a whole.

Five Aspects of Functional Teams

1. They trust one another. (The confidence that their team members’ intentions are good.)

2. They engage in unfiltered conflict around ideas.

3. They commit to decisions and plans of actions.

4. They hold one another accountable for delivering against those plans.

5. They focus on the achievement of collective results.

So take a look at yourself and the teams on which you are functioning. See which of these issues are strengths and areas which need to be strengthened. It is pretty fun to be on a successful team, especially when the other team members are really talented!

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Trust and Business Relationships — Some Common Pitfalls

February 9th, 2010

Recently, in a variety of settings I am observing the issue of trust impacting business relationships.

Obviously, trust is at the foundation for business transactions – that the vendor will provide the goods or services purchased, that the goods or services will be at the quality level described initially, and that the customer will pay for the goods or services in the time frame agreed upon.

Another area of business where trust is impactful is in the employer / employee relationship – where the employer follows through on commitments communicated to the employee and the integrity level of employees to be trusted to access to information and resources.

This past week I was talking to a business owner who described a situation where he had hired a sales manager (in early 2008, prior to the financial crisis hitting) who in turn started hiring a fairly high cost sales staff. Whenever the current owners or management team raised issues or asked questions of the sales manager, he reported replied, “Do I have to earn your trust or earn your mistrust?” (implying they should trust him until he proved untrustworthy.)

I replied that this was the wrong question. And, in fact, I find much communication around the issue of “trust” is not laid out properly. I do not believe that the question is: “Do I trust you?” (or “Do you trust me?”). This is too broad.

Trust is situation specific. The more appropriate question, I think, is: “For what do I trust you?” Or, “What am I willing to entrust to you?” (responsibility, privileges, resources). I may trust you to hire staff within a budget amount but I may not trust you to have total access to all of the company’s financial data. Or, I may trust you to pay bills with appropriate procedural checks and balances but I don’t trust you to have total access to the company’s financial resources without monitoring.

Think back to common family situations. Teenagers often complain to their parents, “You don’t trust me!” But again, the real issue is “trust you to do what?” I do trust you to choose good friends and to tell me the truth about where you are going, but no I don’t trust you to drive three hours late at night in a car with four of your friends on a snowy night.

Generally speaking, trust is earned — either from prior behavior with other individuals (that is why we trust professionals who have gone through training and certification in their profession, but we often also check references of people with whom they have worked) or in their behavior with us. We trust others (in the defined areas of responsibility) based on previously demonstrated responsibility in similar areas.

[I do admit that in many daily interactions we confer trust to others when we have no specific basis to do so, other than assuming most people are trustworthy in daily life transactions. However, this level of trust varies greatly across individuals’ own personal history and life experiences.]

I find that people (both business owners and parents) tend to get “burned” when they give more trust and responsibility to others when the person hasn’t demonstrated a basis for that trust.

A second area where I find business owners and managers tend to get taken advantage of by others in the business world is when they ignore early warning signs of mistrust. Partly due to the self-reinforcing tendency that we don’t want to admit that something may be wrong (and that we made a mistake in hiring this person), and sometimes partly due to people’s propensity to want to believe the best of others - we wind up overlooking early warning signs of a person not being trustworthy. As a result, we continue to entrust responsibilities and resources to the individual and find out later they weren’t trustworthy in how they handled the responsibilities - digging a deeper hole and creating more problems for the business.

So, where do we go with all of this?

First, I would suggest to accurately define the parameters of trust in relationships. Using a framework such as, “I am willing to trust you to…” Sometimes, it may be appropriate to say, “I am willing to trust you with… because you have shown yourself responsible by… ” Additionally, sometimes you may need to add, “…but I don’t feel comfortable yet in giving you the responsibility to …” Finally, it is helpful to clarify what responsibilities need to be demonstrated in order for you to trust the individual with more areas (this is really helpful in dealing with teens - versus the arbitrary “when I feel comfortable”.)

Secondly, I would strongly encourage each of us to pay attention to early warning signs of problem behaviors. This can take many different forms, including:

*the facts just don’t add up

*you are getting reports from clients and customers and other trusted team members, about some problems in a team member’s behavior

*the team member responds to questions and challenges with a “don’t you trust me?” type of response

*the team member is quite adept at making excuses, blaming others or circumstances versus admitting they made a mistake or error in judgement.

How should you respond to early warning signs?

a) talk to the individual about your concerns; often your concerns may be due to misperceptions or miscommunication;

b) obtain verifying information by an independent third party;

c) set up processes and procedures to monitor transactions

d) document the issues and behaviors which are creating concerns for you. Often the weight of evidence over time becomes significant, while no one specific incident is that large.

I think it would be wise for each one of us to consider the following old saying,

“Wise individuals see danger ahead and avoid it, but fools keep going and get into trouble.”

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A Tribute: To a Man of Great Character

January 9th, 2010

Unfortunately, when the issue of “character” is in the news today, the focus is usually on character failures — lack of integrity, marital unfaithfulness, greed and dishonesty. So to be able to talk about a man of good character is a privilege.

When thinking about the title of this entry, I was indecisive about whether it should be “To a Great Man of Character” or “To a Man of Great Character”. Obviously, I chose the latter — for two reasons. First, in the world’s eyes I don’t know if Spence Sawyer would be characterized as a “great man” — in the general terms of incredible success professionally or in terms of raw talent. Although he was talented in several areas and he was also quite successful in his profession, most who knew Spence focused on who he was as a person. So, the second reason I chose this title is because almost everyone who knew Spence would agree he was a man of “great character”. It was his character that impacted others, and most who knew him (including myself) found themselves wanting to emulate him.

Spence Sawyer died this week at the age of 78. He was born and raised in the suburbs of west Chicago and spent most of his adult life in this area, with a few years early in his professional life living in New Jersey while commuting to New York City. He was the father of seven children, whom he mentored and helped each obtain a private college education (no small feat financially, regardless of the era).

I want to highlight just a few of the character qualities that I first thought of when reflecting on Spence’s life:

Responsible. Responsibility was at the core of Spence’s being — shouldering the responsibility of leading his family and guiding his children, from childhood through adolescence and into their adult lives; taking responsibility to provide leadership in most of the organizations he was committed to (his church, his company [he worked for Illinois Bell and AT&T for forty years], the college he and many of his family members attended), and just in general daily life. If Spence saw something that needed to be done, he would make sure it got done.

Faithful. In his personal relationships, Spence was faithful to his wife, Ruth, of over 50 years, his children, grandchildren and his friends. Spence was “Mr. Reliable”. If he made a commitment, he kept it. You never had to wonder if he was going to show up; he was always there. He followed through on commitments made — in fact, you would never think of Spence not following through. He was rock solid. You wanted him on your team — and he was sought out by organizations because they knew he would help you achieve your goals.

Investing in others. I’m not sure of the best way to put this, or of a good singular term, but Spence gave his life in the service of others. He was not self-promoting. He did not seek positions of leadership — he was seen as a leader and asked to take leadership positions by those around him. After his retirement in the 90’s, he spent much of his time and energy meeting with others — teaching, mentoring, listening and encouraging. Interestingly, because of some early life experiences that impacted him significantly, Spence was reluctant to give advice to others — even when asked. But if you cornered him, you could get him to help you frame the problem and think through the issues you needed to consider. (The result of his investing in others will be seen next week at his memorial service where 800-900 people are expected to honor him and share in the celebration of his life.)

Laughter. From the previous descriptors, one might conclude that Spence was a stern, stodgy, “all work and no play” kind of guy. Nothing could be further from the truth. Spence was one of the best story- and joke-tellers I have ever known, and he loved to laugh. In fact, one of my favorite memories is sitting with him at the kitchen table, having a bowl of ice cream and he would start telling some of the funniest stories I have ever heard. The problem was, he would start tearing up and laughing before he finished the joke — and you found yourself laughing and crying just because he was (and you weren’t exactly sure why)!

There are lots of other personal qualities that characterized Spence, some of which were so ingrained in who he was that you couldn’t think of him not exhibiting them (honesty, integrity, generosity). He was a man of deep spirituality who loved the God he served and who has left a legacy in the lives of those who knew him — that will endure for years to come. I know that I have been deeply impacted by his input into my life and I will miss him dearly. I had the privilege of knowing him for over 30 years, as the father of my wife. His leaving the life on this earth has caused me to seriously reflect on my life and my priorities.

I hope that I will also become a man of great character.

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Five Observations from Businesses Who Succeed (or Don’t) in Difficult Times

October 22nd, 2009

Given that I have the opportunity to interact and observe with businesses across the country, it gives me the potential to learn from those whom I serve and interact. In preparing for a presentation to a chamber of commerce luncheon, I decided to share some of the observations I have gathered over the past months. I have seen businesses who are doing relatively well and those who are not (or who have closed their doors). And these are the patterns I have seen.

Businesses who do well in difficult financial times:

Are able and willing to make and implement tough decisions.
Some companies who were not able to make tough business decisions quickly are no longer around. Those who hesitated and waited before making cuts have suffered and made the path more difficult for themselves. It is important to note that family-owned businesses often struggle in this area — either because they do not have the processes and decision-making mechanisms in place to make authoritative decisions, or because the “difficult” decision may be to let family members go.


Realize that marketing is a way of life.
I am using the term “marketing” to essentially mean: a) letting people know what you do; and b) being easy to find by potential customers. Those companies who were doing well, had a large back-log for their services or products, and who had fallen asleep in their marketing, often had difficulties “gearing up” their marketing plan when tough times hit. However, those companies who had continued to actively market were in place to adjust their plan and keep going.

Combine focus with diversity. Although I firmly believe in Jim Collins’ “hedge hog concept” (knowing what you do well and using that product/service to drive your business, I also believe there can be focus with diversity. Many of the companies who are now doing well in this tough economy had some diversity built into their business plan — either a variety of markets to which they applied their product/service, or they had a secondary line of products that they could “ramp up” in response to a need that arose. A number of companies who have only one primary service or product line are struggling to survive and/or develop a new product or service in times where there is not a lot of available capital to do so.

Understand that the focus of “networking” is not primarily about finding potential customers but looking for opportunities to serve others. Given that I was at a networking event, this was an important topic to address. All too often (almost always, in fact) business representatives go to networking events (luncheons, educational seminars, receptions) with the primary focus in mind to meet potential customers, give them your thirty second “elevator speech”, and press your business card into their hand. And with what do most of us walk away from these events? A blurred memory of who we met and a stack of business cards. Consider the following scenario. How much would you remember the person who actively sought to hear about any needs or challenges you are experiencing and was able either to connect you with a resource that could help or introduce you to someone who may have the service you need? Now that is impactful.

Actively encourage their employees. I have been working on a project of applying the Five Love Languages (a book used in personal relationships) to work-oriented relationships.

Initially, when Dr. Chapman and I started the project, the economy was good and one of our primary applications was in “how to keep valuable team members”. For many companies now, the issue is how to keep your employees from becoming discouraged and burned out — they have more work to do and increased responsibilities with the same (or maybe less) pay and resources.

We have developed the Managing By Appreciation Inventory to help managers and business owners how to communicate encouragement and appreciation to their employees through non-financial means, and how to do so in a way that is significant and meaningful to the employee. Whatever tool or method you use, it is critical to find ways to encourage and show appreciation to your employees in these difficult times. Briefly think of what a discouraged employee looks like in day to day life, and quickly calculate the costs to your organization of having a discouraged team — loss of productivity, poor customer satisfaction, negative attitudes, increased mistakes.

So, if your business is still alive and kicking, take a minute and see if you can take any of these factors and apply them to your organization — and hopefully increase the probability of your survival!

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Keys to a Long Term Relationship — Reflecting on 30 Years of Marriage

September 2nd, 2009

This week my wife and I celebrated our 30th wedding anniversary.  Neither she nor I can believe we have been married that long — part of it is that we just don’t feel that “old”! (To keep the edge of reality a bit less sharp, we usually comment that we were only 12 when we got married.)

But as we have shared about our milestone with others, we have been asked quite a few times:  “What are the ’secrets’ to being married that long?”  I started to reflect on the question and came up with a few thoughts in response that I thought I would share.

  • Marry the right person.  This may sound strange — and doesn’t really help those who are already married –but marrying a person who has the foundational character qualities that are needed for maintaining a long term relationship is key.  Two come to mind (there are many, obviously) — 1) avoid someone who is easily offended and 2) a person who holds grudges.  Both make it really difficult to forgive.  The first (being easily offended) means the person is going to have to forgive you a lot over the future decades.  And the second (holding grudges) means that they have a hard time “letting go” of offenses, which undermines the ability to maintain a close long term relationship. Most of us are blinded by infatuation and physical attraction when we are looking for someone to marry.  Some of us are (or were) just young and clueless.  So finding the right person under those circumstances is largely due to God’s grace in our lives.  But if you are still looking for a spouse, be sure and look for the true qualities you desire. (On the other hand, don’t be looking for Prince Charming or ‘The Perfect Woman’ — they don’t exist in reality.)
  • Both individuals need to become good at forgiving.  Throughout the months, years and decades of your marriage, you will screw up a lot; and your spouse will make a lot of mistakes, so it is critical for both parties to be able and willing to forgive one another.  I truly don’t know of any other way to make a long term relationship work — practicing forgiveness is key.  There are a lot of misconceptions about forgiveness — that you have to ‘forget’ what happened to be able to forgive; that forgiveness means what happened really didn’t matter or hurt; or that what the person did ‘wasn’t that big of a deal’ — none of which are true.  Forgiveness is essentially “letting go” and not holding the offense against the person any longer.  Easy to say, but a process which can take a long time to enact. [A great book on this issue is The Art of Forgiving by Lewis Smedes.]
  • Learn (and then practice) the ways that your spouse experiences being loved.  For a long time (I mean 25 years or so) Kathy and I struggled.  She was frustrated with me, not feeling like I cared for or about her.  And I didn’t feel like she appreciated me.  Then we read Gary Chapman’s book, The Five Love Languages, and began to understand that each of us experiences being loved differently.  Kathy’s ‘love language’ is having focused attention and quality time; mine is verbal praise.  Once we understood our differences, and have worked at loving each other in the languages important to us (it has taken me longer than Kathy), then our frustrations have diminished.  Although the concepts of this book are pretty simple and not ‘magic’, they helped us get over a barrier in our relationship.
  • Work on your relationship.  “Working on your relationship”, to me, means — make your marriage a priority.  You have to spend time, invest mental and emotional energy, be willing to spend money on your relationship — and say “no” to other things (hobbies, work, other relationships, leisure activities, activities with or for the kids).  Although I rarely looked forward to a marriage seminar or retreat (being honest), I almost always felt like there was significant benefit from going.  And I get tired of reading books on marriage, but I continue to glean helpful concepts and hints to make me a better husband.  Anything that you want to be of good quality takes time and effort.
  • Be committed to stay married even when it’s tough and you don’t like your spouse.  Sometimes I feel ‘commitment’ is overly emphasized in weddings and advice to young couples — to the point that it seems that the only thing needed to stay married is commitment (which I don’t believe is true).  But, if you ask most couples who have been married a long time, the rock bottom foundation of being committed to staying married, no matter how tough it gets, has been true for them.  And it is true for us.  We have had times where it seemed it would have been easier (and less painful) to just call it quits.  And there were times where we really didn’t like each other much, and didn’t enjoy our relationship.  But we were committed to make it work, and to this point we have been able to do so. [An ASIDE:  I clearly believe that there are circumstances when it probably doesn’t make sense and can be dangerous to stay in a relationship — when there is drug or alcohol abuse, or anger and abuse issues.  Being committed doesn’t mean you should be foolish.]
  • Give up trying to change your spouse (the “if only …” game).  Part of the ability to keep together (and get past those really tough times) comes with the true acceptance of the other person for who they are.  And even if it would be good for them to change for certain habits or to “grow” in character (patience, perseverance, follow-through, impulse control, you name it) — accepting that they may never change reduces a lot of conflict.  And yes, life would be better “if only …”, but “if only …” may not happen and you certainly aren’t going to make it happen in their life for them.  So accept the reality that your spouse is a flawed individual and that it would be helpful if you learn to live with them the way they are.
  • Miscellaneous parting thoughts.   There are lots more principles — that is why there are so many books on marriage.  But I want to get on with my day, so let me just finish with some additional short comments.
  1. Be thankful — for your life, for your spouse, for your family.
  2. Learn to enjoy activities that you can do together.  Do things with your spouse that they enjoy — go along with them just because they like it.
  3. Live within your means.  Financial stress from overextending your lifestyle creates additional unnecessary stress that can undermine your relationship.
  4. Realize life is hard.  Enjoy the good times and persevere through the difficult ones.

Have a great week.  And if you are fortunate enough to be married — give your spouse a big hug and kiss sometime today.

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The Pride and Pain of Success in Parenting

August 16th, 2009

When I talk to parents, either in family meetings, counseling sessions, or lectures, I always describe one of the main goals of parenting is: “to raise independent functional adults”.  First, you try to keep them alive so that they will at least become an adult (e.g. avoiding fatal car accidents as teens).  Secondly, you want them to move toward independence, versus being eternally dependent on you.  And finally, you want them to be”functional” in terms of having the character qualities necessary to function in the world (learning lessons like: work comes before play; there is a relationship between responsibility and privilege; life is made of choices, with accompanying results; there are limited resources in life [time,money, energy] so you have to prioritize — “You can’t do everything.”)

As parents, there are milestones along the way that show that your kids are on the right path (graduating from high school, getting a job and paying for some of their expenses, living away from home after college).  And there are “ditches” to avoid as well — drug and alcohol addiction, serious credit card debt, inability to hold down a job over time.

Ultimately, when do you claim “victory!” as a parent?  When can you say, “I think we were pretty successful as parents”?  Being somewhat hard-nosed, but also truthful, I don’t think we really know how we did as parents until our grandchildren are young adults and displaying the characteristics we value.  That is a long time off, but just like many other areas of life, I don’t think true success can be claimed until the first generation results are replicated.

Nonetheless, I think there are times (and this is one for us), where you can at least stop, take a breath, and claim temporary victory.

My wife, Kathy, and I are in the midst of a significant life transition. For the first time in 26 years and 3 months, we don’t have any of our children living at home.  Our oldest two (twin sons, Daniel & Nathan) have both graduated from college and have been out own their own for a few years.  One is a chaplain in the Army and being deployed to Iraq in a few weeks (for 12 months).  One is involved in international medical relief work and currently is in Liberia (for just a short time).  Our third son, Joel, graduated with a degree in mechanical engineering in May and is going back for a masters degree in biomedical engineering (with a full ride scholarship and teaching assistantship position.)  And our daughter, Elizabeth, just moved into her dorm room at college, after graduating from high school this spring.

Are we proud?  Absolutely.  Is the role of parenting over and we can claim complete success?  Definitely not.  But you have to stop at some points in life and rejoice in the progress made so far.

But with the pride also comes pain.  Being successful as parents, raising “independent functional adults” (plus some other character qualities, also involves a fair amount of loss.  Let me outline some of the losses we are experiencing:

  • Loss of communication. When kids move away, they aren’t there for dinner anymore (not as often, at least).  You don’t see them before they go to school, or when they come home in the evenings.  The opportunity for daily life small interactions diminishes significantly.
  • Loss of connectivity.  Once they are out of the home (and gradually before then) they are living their own lives.  They have their own activities (which you generally don’t attend like you did their soccer games or school concerts).  They get to know lots of people you don’t know.  Your lives become more separate and less connected (which is good and necessary, but still hurts sometimes.)
  • Loss of being needed on a daily basis.  Many parents are actively involved in their children’s lives daily for years and decades.  Moms who have the privilege of being at home with the children before the school years are especially attuned to this issue.  At different stages in life, this issue becomes more poignant — when your oldest goes to their first day of school; when each child leaves to go to college; and when your youngest moves out.
  • Loss of role and identity.  Closely related to the “not being needed on a daily basis” issue, is the loss of role and identity which can also occur.  Some of us, as parents, seeing being a parent as one our primary roles and callings in life.  When the more active stage of in-home parenting is over, the question: “What do I do with my time and energy now?” can come to the forefront.
  • Loss of togetherness.  As your children get older, it is tougher to get time together as a total family.  We have experienced this (this last week five of us got together for a family vacation, but Daniel couldn’t make it since he is in Liberia), but have been able to have brief flecks of time all together.  Family gatherings without everyone there is bittersweet — you enjoy the time with whoever can make it, but you also have a sense of lack of completeness when one or more are missing.

When we talk with friends whose children are younger than ours, they often say:  “I don’t know if I will be able to survive that.”  But, like lots of life, you somehow get ready for the next stage by the time you get there.  The transitions are tough, and painful (for us, at least).  But the accompanying pride, joy of seeing your children “fly” on their own, and the wonder about the opportunities before you dampen the pain somewhat.

We’ll see what’s next!

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