Choose Substance Over Form

When I knew that I would be moving on from my role of school Headmaster five years ago, I considered two primary pathways forward. One was another school leadership position. The other was to become a leadership coach and consultant. A variety of factors would point me in the latter direction, which I have been traveling on for the past five years. But this was only possible due to my willingness to open up to new possibilities and not allow myself to become stuck along the one path that I had come to know so well.

In their timeless presentation on the perils of leadership (Leadership on the Line, HBR Press, 2002, pp. 218ff,) authors Ronald Heifetz and Marty Linsky caution leaders to worry less about the form of their work and focus instead on the substance or essence of their contribution. We tend to come to think of ourselves by the form of what we do (“I am a mayor”, “I am a business executive”, “I am a professional athlete”, etc.) and struggle to make sense of things when our positions and status change, voluntarily or not. Suddenly, the stay-at-home mom with an empty nest, the non-profit leader who had not been renewed, the politician on the wrong side of an election, the retired technician or the laid-off laborer find themselves disoriented, with a reduced sense of purpose and unclear direction.

Without question, such periods can be very difficult and confusing, particularly when they occur suddenly and are imposed from without. But when a person chooses to identify first by who they are as people and what motivates them in the service of others, they can more easily and confidently move forward.

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The 4 R's of a Successful Summer

Summer is now fully upon us. School is out and many of us have planned or will soon get around to planning summer vacations with family and friends.

The relaxed days of late June, July, and August present all of us with some special opportunities that I like to think of as summertime “r’s.”

  1. Review – Summer is a great time to take a step back and reflect upon your professional practice. Were you successful in meeting your goals? If not, what stopped you? 

  2. Resolve and revise – Set new goals over the summer. (Need help with goals setting? Grab a FREE copy of my Clear Targets Action Sheet here.) Also, be sure to review your personal mission statement and core values. (You can grab a values list here.) Much can happen in a year, in terms of shaping your direction and principles. Use these months to make new commitments while also revising your existing purpose and value documents.

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Is it Father's Day or Father Day?

How did you spend your Father’s Day?

Full disclosure: I’m one of the purists (if I can call my self that) who says that “every day is Father’s Day”. So, in my house, there’s no big celebration, no gifts of ties or toolsets.

Instead, I rolled up my sleeves and got to work. Putting together my kids’ pool, that is.

Pools, even the inflatable variety, take real work to assemble and properly fill (I did well on the former but not so great on the latter – hard to get it all even and fully balanced, but that’s for a different post).

But the weather was hot, and the kids were pining for the pool, so out went dad in his finest shmatas (Yiddish for upscale yard attire) for hours of fun in the sun (before the real fun began, of course).

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Step Away to Step into Life

I have two clients that are a block away from each other in NYC. The walking time between them is measured in seconds and often I can schedule things to allow me to go from one to the other in short order.

But there are times when I have to schedule them on different days, which would be less of an issue if I didn’t live an hour away from them.

This past week, I took things to a new level. I visited one client on Tuesday and the other on Wednesday. In between, I flew down to Florida for an early morning talk to over 300 leaders. Including local commutes to and from the airport, my journey from one client to the other, though themselves separated by only one block, exceeded 1900 miles.

Talk about a long walk down the block!

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Are you a leader or a manager?

The terms leader and manager are often used interchangeably. Are they the same? Most leadership experts say “no.”

In Leading Change, Harvard professor John P. Kotter explains the difference as follows: “Management is a set of processes that keep an organization functioning… The processes are about planning, budgeting, staffing, clarifying jobs, measuring performance, and problem-solving when results did not go to plan,” writes Kotter. (“Leadership, in contrast,) is about aligning people to the vision…(through) buy-in and communication, motivation and inspiration."

To summarize, management is keeping things functioning in their current state, while leadership is about crafting and implementing a new vision.

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Communicate Clearly and Openly – Part IV of An E.P.I.C. Solution to Undertstaffing

In my previous post about understaffed leaders, we spoke of the importance of becoming more influential to maximize their impact and get the most from their teams. In this post, we focus on the “C” of “E.P.I.C.”, how to communicate more clearly and openly.

All leaders need to communicate clearly and openly. But strong communication is particularly important for those who lead understaffed teams. And great communication starts with great listening. In your conversations, focus mainly on listening rather than speaking. This will open up the communication lines and deepen trust.

You may think that you are communicating well. I did, too. But the only way to know for sure is to ask.

Start with this simple question: Overall, how would you rate my/our internal communication?

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Do You Live to Work or Work to Live?

The upcoming Jewish holiday of Shavuot (the Festival of Weeks, which commences on Saturday evening) commemorates the Hebrews receiving of the Decalogue, or Ten Commandments, at Sinai some 3300 years ago. On that seminal date, a series of commandments were issued that would frame key elements of monotheistic thought, spiritual observance, and social interaction for centuries to come.

The Sinaitic experience was the culmination of a seven-week period that began with the Hebrews’ Exodus from Egypt (commemorated by Passover). That physical birth, so to speak, of the Hebraic nation was followed by its spiritual naissance at the foot of the mountain.

It is noteworthy that the seven-week period that separates Passover from Shavuot is a period of counting, known as Counting of the Omer. During these 49 days, the Torah proscribes a steady, upward count, leading up to Shavuot.

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A Shortcut to Experience

A story is told about a reporter who was interviewing a successful bank president. He wanted to know the secret of the man’s success. "Two words”, he was told, “right decisions.” “And how do you make right decisions?” asked the reporter. The reply: “One word: experience.” The reporter pressed on. “And how do you get experience?” he asked. To which the banker replied, “Two words: wrong decisions.”

We all recognize the importance of job and life experience, especially for leaders. Experience gives leaders context for important decisions that they must make and insight into how best to lead, motivate and respond to their people. Experienced leaders have been through the wringer before and can use their past learning and decisions to guide them moving forward.

Yet, for many new leaders, experience can be hard to come by. And in today’s fast-changing, competitive environment in which more and more young people are assuming leadership roles, it can be critical for them to find ways to gain experience quickly in order to ensure that they make as few “wrong decisions” as possible, for their own sake as well as for those that they lead.

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How to Come of Age in Style

This past week, my son Chaim celebrated his 13th Hebrew birthday and became a bar mitzvah. My wife and I reveled in the moment that was shared by family and close friends.

Literally, the term bar mitzvah means “son of a mitzvah (commandment)” and is intended to convey that a young Jewish man who has come of age is now obligated in the fulfillment of divine commandments as an adult male. (The same holds true for young Jewish women when they reach the age of twelve.)

But this milestone is so much more than a simple transition from childhood to adulthood (the Torah offers no such concept as adolescence). In fact, it represents three very important transitions in a young person’s life that can serve as a lesson for us all.

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