Tuesday, August 04, 2009

Only four days from now, my son William will marry Christine Zuniga in a lovely 150-year-old church in Cleveland’s Little Italy neighborhood, just a stone’s throw from the amazing collection of institutions in University Circle, including Case Western Reserve University, where William received his law and MBA degrees this past May, Severance Hall, where the Cleveland Orchestra performs, and the Cleveland Museum of Art.  It will be great to be back in University Circle, which holds many happy memories after my twenty-three years in Cleveland.  William, my daughter Jenny, and I spent many pleasant Saturdays and Sundays strolling through the galleries of that wonderful museum and around the Fine Arts Lagoon it overlooks.  Landing at Cleveland Hopkins International Airport this coming Friday will feel like coming home.

This is a momentous summer for William.  Not only are we going to have a wonderful party this coming weekend, as we celebrate William’s and Christine’s beginning their journey together as husband and wife.  This summer has also seen William make tremendous strides on his way to becoming an attorney-at-law.  It doesn’t seem possible that over five years have passed since William, then working for the Chief Administrative Officer of the City of New Orleans, announced to family and friends that he’d decided to make the law his career.  To be very honest, I was a bit skeptical.  That he had the necessary smarts was obvious, but I wondered if my highly artistic son, who’d excelled in theater and dance at Shaker Heights High School in Cleveland, and who was a fine arts major at Tulane University, really wanted to put himself through the grind of law school.  My memory of my one year of law school was anything but positive, so I was a reluctant cheerleader. 

Well, it turns out that William is an object lesson of what passion married with keen intelligence and abundant tenacity and discipline can achieve.  He busted his butt preparing for the LSATs, posting very impressive scores, secured a handsome scholarship at the Case Western Reserve University College of Law, and he was an academic high-achiever, graduating magna cum laude and being inducted into the Order of the Coif, which is reserved for law students in the top ten percent of their class.  He even added a fourth year to his studies, earning his MBA at CWRU’s Weatherhead School of Management as well as becoming a juris doctor.  As I sat in the lower balcony at Severance Hall this past May at William’s Law School graduation, the tremendous pride I felt was combined with a tinge of envy that my son had found his professional passion so early in his journey.  He is one young man who will leave his imprint, of that I’m 100 percent sure.

I am, by the way, a direct beneficiary of William’s graduate studies at Case Western Reserve.  He’s not only provided me with powerful consulting assistance over the past few months, taking an in-depth look at every facet of Doug Eadie & Company and coming up with a number of valuable recommendations to strengthen product development and marketing, he’s also become my partner in an exciting new venture, Governance Edge LLC.  William, as president, directs the day-to-day operations of Governance Edge, which publishes books and DVDs and offers webinars and other web-based instruction.  More on this creative father-son collaboration in my next blog.

8/4/2009 10:17:59 PM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
 Thursday, July 09, 2009

In January 2009, I began working on a new book with my co-author, Virginia Jacko, who is president & CEO of the Miami Lighthouse For the Blind and Visually Impaired and one of only a handful of blind CEOs in the United States.  Tentatively titled “The Extraordinary Odyssey of a Blind Visionary,” our book, which Governance Edge will publish in October 2009,  will describe Virginia’s incredible personal and professional journey and provide the reader with practical lessons on leading growth and change, drawing on Virginia’s experiences.  I’m sure you will find Virginia’s story as captivating and inspiring as I did, hearing Virginia tell it over the course of several hours together these past few months.  Beginning as a part-time financial analyst at Purdue University in 1978, Virginia rose quickly through the ranks, becoming a senior financial executive working with the president, provost, and treasurer.  She was stricken with retinitis pigmentosa, gradually lost her sight while working as long as feasible at Purdue, and started all over again as a vocational rehabilitation client at the Miami Lighthouse For the Blind in 2001.  Invited to join the Lighthouse Board of Directors, she eventually became its treasurer, and in 2005 Virginia became the president and CEO of the Lighthouse.  She has been an outstanding CEO, dramatically increasing Lighthouse revenues and expanding and diversifying its programs.

Virginia and I passionately believe that learning to lead and manage your own change and growth is critical to leading a life of fulfillment and deep satisfaction.  Virginia took command of her own change as her sight was slowly but surely disappearing, turning a devastating blow and potential tragedy into a stunning professional rebirth.  Of course, she had a choice.  She could easily have been overwhelmed, retreating to her home, disengaging from the world, bemoaning her cruel fate, but she did the very opposite.  Virginia and I believe that every human being has a choice to take positive action – to embrace change – no  matter how dire the circumstances, and we also believe that Virginia’s story contains a number of practical lessons that you can put to use in your own personal and professional life.

Virginia and I were inspired and influenced by two little but very powerful books that you might want to check out:  Man’s Search For Meaning by Viktor Frankl and How People Change by Allen Wheelis.  Having lost his new wife and his father, mother, and brother in Nazi death camps, where he spent years as a prisoner, Frankl, who went on to a highly successful career in psychiatry, defines meaning in terms of taking action in a particular set of circumstances, no matter how limiting.  Wheelis, who had long suffered from tremendous performance anxiety despite his professional success, focuses on recognizing unconscious emotions as one of the keys to taking action to expand one’s life. 

Working on this new book with Virginia has been a labor of love, and I will share more with you as the manuscript grows in the coming weeks.

7/9/2009 8:13:13 AM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
 Monday, May 04, 2009
I have very fond memories of growing up in Vandalia, Illinois, a town of some 5,000 people around 50 miles east of St. Louis – at the northern tip of Southern Illinois.  On the square downtown stands the handsomely restored Old State Capital building.  Abraham Lincoln attended sessions of the Illinois General Assembly there, as a young legislator of very modest means from Sangamon County to the north.  Needless to say, I grew up steeped in Lincoln lore.

As the years have passed, and I’ve built a national practice in nonprofit board and CEO leadership, my interest in – and admiration for – Lincoln has grown ever stronger.  One trait of Lincoln’s I most admire (and that I describe in my book Changing By Design) is what I call “true humility.”  A characteristic of the most effective board members and CEOs I’ve worked with over the past quarter-century, true humility is the opposite of being weak and self-deprecating.  The truly humble leaders I’ve known and worked with are, like Lincoln, high-achieving, self-assured, emotionally secure human beings.  But they aren’t by any means arrogant.  Their self-confidence and healthy egos allow them to attract really strong people to them, and, not needing constant ego reinforcement, they are able to celebrate and take full advantage of these strong people, even when they’re critical and challenging.  Doris Kearns Goodwin’s superb book on Lincoln’s working relationship with the members of his cabinet, Team of Rivals, vividly documents this trait in action during the Civil War.

Can a person who doesn’t naturally possess true humility – who tends to need lots of ego reinforcement and who’s threatened by people who challenge him or her – learn the trait? Experience has made me a believer in the capacity of people to grow and change if they really want to, and I’ve seen leaders who have been able to change behavior before they’ve readjusted their feelings.  For example, the CEO of a highly regarded aging services nonprofit confided to me that she had felt really defensive when challenged by some of her staff in a meeting, but that she had managed to hold her tongue and resist lashing out.  She was even able to pay attention to the comments and mull them over later.  Less than perfect true humility, to be sure, but far better than just rejecting criticism out of hand or, worse yet, punishing those who offer it.  I’ve heard similar stories from highly successful CEOs and superintendents all over the country.


I’d like to hear your stories of true humility in action and your accounts of people who have been able to move in that direction, growing beyond their defensiveness and need for ego reinforcement.

5/4/2009 7:27:21 PM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
 Friday, February 27, 2009
A few weeks ago I facilitated a 1 ½-day board-CEO-senior management retreat for a nonprofit health services client.  It was without question a highly successful event, serving as a really powerful tool for getting on top of strategic change in a highly volatile environment.  Not only did we update the organization’s values and vision statement, we also examined pertinent conditions and trends, identified a number of high-stakes issues that are now being reviewed by the board’s planning committee, and brainstormed possible change initiatives to deal with the issues.  And in addition to achieving our substantive objectives, to judge from what several participants said in the closing session on Saturday, people went home feeling very satisfied and energized – a truly important “process spinoff.”

I’m sure one reason the retreat was so successful was our use of 9 breakout groups led by board members, which met in three rounds of three each over the course of our 1 ½ days together.  I was especially impressed by the power of creative involvement to transform a board member who came into the retreat planning process as a harsh critic.  A retired former senior banking executive, this board member had, according to the CEO, not only opposed hiring me as the retreat facilitator, he also thought having a retreat was a waste of time.  When the CEO, who had only been on the job for a couple of months, and I chatted about the composition of the “ad hoc retreat design committee” that we were putting together to oversee my development of the agenda, we spent several minutes discussing our vociferous board critic as a possible member.  My only question was where this critic stood vis a vis the new CEO:  A strong supporter?  Neutral?  A detractor?  When I learned that he was solidly in the CEO’s corner, that settled the question:  he would definitely be asked to serve on the ad hoc committee.  He was, and he accepted, albeit reluctantly.

In the process of developing the objectives, structure, and agenda for our 1 ½-day retreat, our resident critic metamorphosed into a supporter of the event, although frequently sharing his concern that it wasn’t likely to accomplish a great deal.  What took him the rest of the way – from reluctant supporter to ardent participant in, and owner of, the event – was his serving as leader of one of the brainstorming groups.  Having his 75 or so minutes in the sun, taking his breakout group through its assigned tasks and making the group’s report to all participants in plenary session, was transformative.   

This experience reinforced a lesson I’ve re-learned countless times over the 25 years I’ve been designing and facilitating retreats:  Bring your harshest critics into the fold, make them part of the family, thereby turning them into owners, rather than leaving them on the outside where their negativity and opposition can cause real harm.  But the transformation is likely to be successful only if you make sure that your breakout group leader/resident critic is well prepared to play the leader role, primarily by training him or her on facilitation techniques and making sure he or she has a firm grasp of the jobs to be accomplished by the group.  Successfully leading a group is a sure-fire path to ardent ownership, but letting your resident critic fall short in the role would risk transforming a critic into a real enemy.

2/27/2009 3:35:12 PM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
 Friday, January 09, 2009

Like many Americans whose parents lived through the Great Depression of the 1930s, I’ve been thinking lately about that economic and social catastrophe.  It was never going to happen again, we were told, and certainly believed, but…….Anyway, this morning, the ninth day of the new year, I arrived at my desk feeling somewhat tired – which has been the case now and then over the past few months, as our once-booming economy has pursued its alarming downward course.  I’m not a pessimist by nature, and I try to keep things in perspective.  I’m keenly aware that these aren’t by any measure the worst of times, not when you think about 1860, 1930, WW II, and I’m really optimistic that the new Administration in Washington will provide the leadership we need to dig ourselves out of the economic hole we’re in.  But that doesn’t mean I’ve been whistling a happy tune on my way up the stairs to my study in the morning lately, especially after my customary hour with the New York Times and its steady stream of dismal economic tidings. (a typical article head in today’s business section, “For Stores, a Lump of Coal”).  My wife Barbara refuses to read the morning paper at breakfast these days, instead re-reading passages from Wayne Dyer’s The Power of Intention and thumbing through the various interior design publications she takes.  But I’m addicted to news, no matter how negative, and ignoring the morning paper is one trick this old dog isn’t capable of learning.

So there I was this morning – seated at my desk, mustering up the energy to fuel my day of mapping out business strategy, writing client reports and answering emails – the usual drill – and my eyes began wandering over the floor-to-ceiling bookcases that cover one wall of my study.  I wasn’t looking for anything in particular, just browsing while waiting for the adrenalin to kick in, when I lighted on a book my parents had given me for Christmas some 40 years ago:  the first volume of Arthur Schlesinger, Jr’s trilogy, the Age of Roosevelt:  The Crisis of the Old Order.  I turned to chapter 1, “Prologue:  1933.”  Schlesinger sets the stage:          

The White House, midnight, Friday, March 3, 1933.  Across the country the banks of the nation had gradually shuttered their windows and locked their doors.  The very machinery of the American economy seemed to be coming to a stop.  The rich and fertile nation, overflowing with natural wealth in its fields and forest and mines, equipped with unsurpassed technology, endowed with boundless resources in its men and women, lay stricken. . . .Saturday, March 4, dawned gray and bleak.  Heavy winter clouds hung over the city.  A chill northwest wind brought brief gusts of rain.  The darkness of the day intensified the mood of helplessness.  “A sense of depression had settled over the capital,” reported the New York Times, “so that it could be felt.”


“Well, things may not be that bad now,” I thought to myself, “but we really are in a mess, and I can pretty easily relate to that ‘sense of depression.’ ”  Then my thoughts turned to my parents’ all-time hero, FDR, and how, as Mom and Dad told me countless times, when they heard his words on the radio on March 4, 1933, their hearts were filled with hope for the future.  “We just knew,” Dad once said, “that things would be OK, no matter how terrible they were.”  So, I Googled “FDR inaugural 1933,” and – what a world we live in! – up came a link to that wonderful speech.  I actually felt a surge of positive energy just re-reading it.  Here are a couple of excerpts that I think will resonate with you as they do with me:

This is preeminently the time to speak the truth, the whole truth, frankly and boldly.  Nor need we shrink from honestly facing conditions in our country today.  This great Nation will endure as it has endured, will revive and will prosper.  So, first of all, let me assert my firm belief that the only thing we have to fear is fear itself – nameless, unreasoning, unjustified terror which paralyzes needed efforts to convert retreat into advance. . . .

Yet our distress comes from no failure of substance.  We are stricken by no plague of locusts.  Compared with the perils which our forefathers conquered because they believed and were not afraid, we still have much to be thankful for. . . .

If I read the temper of our people correctly, we now realize as we have never realized before our interdependence on each other; that we can not merely take but we must give as well . . .

Re-reading these wonderful words, feeling the strong emotion they kindle in my own heart at a remove of 75 years, I am reminded of the tremendous importance of words – not as a substitute for resolute action, to be sure, but an essential prelude to action, supplying the inspiration and the energy that pave the way to action.  I’m looking for that inspiration on January 20, 2009; I’m sure you are, too.  Meanwhile, if you’re feeling down, you might want to Google “FDR inaugural 1933.”

1/9/2009 10:52:15 PM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
 Monday, November 03, 2008

In mid-October 2007, the Board of the Teton County School District #1 in Jackson, Wyoming, unanimously approved a number of recommendations of the Board’s High-Impact Governing Task Force aimed at strengthening the Board’s governing capacity.  Among the more important actions the Board took were adoption of a new standing committee structure and of guidelines to govern the new committees’ operations.  The new Board committees are now firmly established and functioning as very effective “governing engines.”  I recently talked with Teton’s superintendent, Pam Shea, about the work of the High-Impact Governing Task Force.

Q: Pam, what are the chief factors that account for the High-Impact Governing Task Force’s success as a board development tool?

Pam:    Above all else, the composition of the Task Force – headed by the Board President and including two other Board members and myself – ensured that three key Board members became strong owners of, and passionate advocates for, the recommendations in the Action Report.  Our process was the polar opposite of just hiring an outside consultant to identify issues, come up with recommendations, and try to sell them to the Board.  Also, the Task Force followed a meticulously designed, very logical and transparent process, including formally adopted “design assumptions” to guide our work and detailed analysis of governance issues.  We definitely didn’t jump to conclusions or fall victim to preconceived notions of what needed to be done on the governance front.  And we retained a consultant with 25 years of experience in working with nonprofit and public boards of all kinds to facilitate Task Force deliberations and to draft the various sections of the Action Report for Task Force review.

Q: How did the Task Force handle presentation of its Action Report to the Board?

Pam:    In the first place, Doug, we set aside three hours for the Task Force to present its recommendations at a special Board work session since we wanted plenty of time for questions and discussion.  And rather than just thumbing through the lengthy Action Report, Task Force members all participated in making a PowerPoint presentation that highlighted the recommended actions, with our consultant present as a resource but NOT a formal presenter.  So we set up a peer-to-peer situation.  By the way, the Task Force presenters met for a “dress rehearsal” the night before the special Board session, running through the slides and asking each other questions.  In light of the importance of the recommendations in terms of our Board’s governing capacity, we weren’t about to “wing it” as presenters, and I’m sure that the unanimous vote on each recommended action had a lot to do with the quality of our presentation.

11/3/2008 11:50:26 AM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
 Tuesday, September 02, 2008

The Board of Directors, a number of senior volunteers, and the executive team of the American Association of Diabetes Educators (AADE) participated in an intensive, daylong retreat in early November 2007.  Participants fashioned preliminary values and vision statements, explored strategic issues, and identified opportunities to strengthen the Board's governing capacity.  Building on this highly productive session, AADE has implemented a number of significant governance improvements, including a new structure of Board governing committees.  As you know, retreats don't automatically go well, and stories of the "retreat from hell" abound.  Who hasn't witnessed events that unraveled halfway through to the sound of rancorous debate, that wasted everyone's time in laboriously  word-smithing a three-sentence vision statement, or were written in sand, resulting in no concrete actions?  

How did AADE beat the odds and bring off a really powerful retreat?  This is what I recently discussed with AADE's CEO, Lana Vukovljak:
 
Q:  What single factor, in your opinion, was most critical to the success of the AADE retreat?   
Lana:  Without question, involving a "strategic work session design committee" headed by the AADE president and consisting of four other Board members and myself in coming up with a detailed gameplan for the work session - its objectives, the blow-by-blow agenda, and the structure (for example, whether to use breakout group work) - was THE factor that, above all else, determined our success.  With our really strong-willed, opinionated cast of characters, if we'd gone into the retreat without a clear definition of what we wanted to accomplish and how we would go about it, the meeting could easily have turned into a disaster.  And we made sure that everyone involved in the retreat received the description (5 pages long, by the way) from the committee well in advance so they weren't caught off guard.

Q.  What else contributed to the retreat's success?
Lana:  Especially important was the use of nine breakout groups over the course of our day together, with three groups meetings concurrently in each of three rounds.  The groups, which were provided with clear charges and a well-defined methodology to follow, not only guaranteed active participation, they also turned the Board members who led the groups into real owners of the retreat, rather than just participants.  And, by the way, we made sure that breakout group leaders were thoroughly oriented on their roles well in advance of the retreat so that they succeeded in leading their groups.  The last thing we wanted was for one or more of our Board colleagues to have a bad experience - in public no less.

Q:  How did you make sure AADE realized a powerful return on the retreat?
Lana:  We took two other steps to make sure the day we spent together was worth the investment.  First, we retained a consultant to work with the design committee in designing the retreat and to facilitate the deliberations, making sure that we stayed on track and accomplished the goals we'd set for ourselves.  We made sure that our facilitator was really a governance expert as well as having a solid track record of running complex meetings like ours.  We weren't about to take any chances on an amateur!  Second, we asked the members of the design committee to serve as the "implementation steering committee," working with our facilitator in developing a detailed action plan for following through on the retreat and getting the Board's agreement on particular action steps, such as adopting an updated committee structure.  The stakes were too high to risk the "written in sand" syndrome.

9/2/2008 2:28:11 PM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
 Sunday, June 29, 2008

Earlier this week, my wife Barbara and I hosted a reception at our home for a friend and colleague who is running for a seat on the Pinellas County Commission here in Tampa Bay.  It was an opportunity to support someone we really respect while also promoting higher-quality government in our region, but we also welcomed the opportunity get to know our neighbors better and make some new friends.  In addition to greeting guests and making sure their glasses were full, I was to introduce the candidate.  Now, this clearly wasn’t a big deal:  only some 35 people, most of whom were acquaintances, in an intimate setting, with the mellowness that comes from ample libations.  Keeping in mind that I am a practiced workshop presenter and conference keynoter, you can see that this wasn’t much of a test.

But it turns out that it was!  When I tapped on a glass to get everyone’s attention, and the room quieted down, I suddenly found myself short of breath and my hands trembling.  The first words out of my mouth were a bit strained, but – thank heaven for experience – I quickly settled down and acquitted myself reasonably well, covering the major points I’d wanted to make about our friend’s experience and attributes.  However, I was aware the whole time of a feeling of danger, of being at risk – of suffering what is commonly called performance anxiety. 

As I thought about the experience later that evening, after seeking reassurance from Barbara that I didn’t really appear to be nervous, I realized – not for the first time – that, deep down inside, a fear of being judged and found wanting still lurked, even after 25 years of facilitating workshops and speaking to audiences in large ballrooms.  I’m not into psycho-babble, but it does seem like a scared little boy still lives inside a guy who’s a pretty aggressive and self-confidant professional.  Now, it’s true that, when I first started speaking in public settings a quarter-century ago, I had to grapple with tremendous performance anxiety and almost gave up on my dream of building a national consulting business.  But discipline and ambition, and, of course, constant practice, got me over the hump. 

However, that little boy who’s so frightened of being judged and rejected apparently still lives somewhere inside and probably won’t ever go away, no matter how many audiences I satisfy.  And what I realized earlier this week is that intimate settings can be far more threatening to this little guy, who’s normally pretty unobtrusive, than facing a thousand strangers in a ballroom, probably because I’m not encased in my normal suit of armor.  Maybe that’s not so bad, and maybe it’s not so unusual.  Whatever, it’s definitely a part of me, and perhaps some of you reading this share my occasional sense of being two-people-in-one.

By the way, I don’t believe the little fellow is really an enemy, despite the title I’ve given this  piece, but his occasional reappearance can feel like sabotage nonetheless.

6/29/2008 5:35:30 PM (Eastern Standard Time, UTC-05:00)  #    Disclaimer  |  Comments [0]  |  Trackback
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