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From Theory to Reality: Implementing Innovative Leadership Concepts that Stick

3/24/2021

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Hal was a new leader over a team of six followers. He committed to his manager that he would be a “learning leader,” and read leadership books to improve his skills. Almost every month in team meetings Hal included a book report on his latest book and the leadership techniques he wanted to put into practice. At first the team was receptive, but after the first few books a pattern emerged. Hal would talk about what he learned and implement the new methods . . . until he read the newest book on his list, making the previous book’s approach yesterday’s news—pushed aside. The team grew exasperated with Hal’s technique du jour only to have it replaced with a newer model. Even worse, the theory stayed just that, theory. Hal evaluated himself based on his knowledge; the team evaluated him based on his actions. Hal ultimately lost his team leader role; all that theory never making its way to reality.

As of this writing there are over 60,000 leadership books on Amazon. Each author (including me) tries to take a unique spin on some aspect of leadership in hopes of appealing to leaders of all types. Some books have been highly influential (think The Seven Habits of Highly Effective People), while others not so much. With so many choices on the market and new ones being released all the time, a leader can get overwhelmed with the number of authors shouting at them about how to be a better leader. Even if a leader narrows his reading list down to just a few books, he is faced with what to do with the concepts the author is peddling. Perhaps it will be a discussion topic at a staff meeting, or the basis of a team-building exercise at an offsite meeting. More often than not, the hot concepts of today stay just that: concepts. Translating leadership concepts into reality that can actually grow a leader’s skills takes deliberate action. 

Want to be more intentional about weaving leadership concepts into your leadership fabric? Consider these five take-aways:

  1. Set expectations with yourself and the team – A team deserves to know what to expect from its leader, including the desire to grow leadership skills across the team. Ensure your team knows that you are an active learner and, in the spirit of growing skills across the team, want to do some leadership concept experimentation. It’s particularly important that you treat leadership experiments just like you would any project; have a goal, timeframe, activities, and any accountabilities you expect of the team and yourself.
  2. Actively learn, selectively experiment – I say this as a leadership author myself: authors are looking for provocative ideas that put new spins on leadership in the hopes it will catch fire and sell millions of copies. As a learning leader, it’s your job to filter out concepts that won’t work well in your team and only use those that have a greater likelihood of success. For example, in No Rules Rules, Reed Hastings of Netflix has instilled a culture of minimalist policies that empower employees to do things that many other companies wouldn’t permit. A mid-level leader can’t realistically implement this concept if his or her organization is more policy driven.
  3. Don’t let experiments get in the way of getting work done – At the end of the day the team still has commitments it needs to achieve. Doing leadership concept experiments is certainly fine as a means of growing the skills of a team. However, if it causes team members to burn the midnight oil to get their day job done, then the experiment will have a reduced chance of success. And team members will likely resent the experiment because it creates more work. Be open to the team’s feedback on both the frequency of experiments and how much time team members are expected to dedicate.
  4. Post-mortem the experiments – Once the experiment is complete, conduct a candid assessment of the experiment; what concepts worked well, what didn’t work well, and what concepts (if any) the leader and team agree to continue practicing. It’s perfectly acceptable to get to the end of an experiment and decide none of the techniques will pass muster. 
  5. Demonstrate adaptation – As a leader, I’ve gotten all excited about some new leadership concept only to drift back to old behaviors over time. Focus on a small number of leadership improvements (between one and three) and demonstrate through action how you’ve incorporated the improvements. A team will follow its leader’s example. If you change, your team will change; if you go back to your old ways, the team will follow suit. 
There’s no shortage of leadership tips and tricks any leader willing to learn can tap into. Just be intentional about what you decide to take on and focus on bringing leadership concepts to reality.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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“Get it Done Yesterday!” Impulsive vs. Deliberate Leadership Decision Making

3/15/2021

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As an individual contributor, Joe was praised by his management for his speed in delivering results. His management was so enamored with his ability to get things done quickly that he was promoted to a leader role over a team of ten. Joe’s speed in taking action carried over into his decision making. He saw making decisions fast as a sign of getting “real work done,” versus sitting around talking about things. “Great leaders don’t have all the facts,” he would say to his team, as justification for moving forward without a good understanding of a decision’s implications. Joe’s team learned to just say, “Yes, Sir,” and do their best to execute what Joe wanted done by the time expected. His impulsive decision making came to a head with a new hire named Greg.

Joe interviewed Greg for a product management position, who talked a great game and quickly won Joe over. Joe made an impulsive decision to hire Greg without checking his references. After Greg started working, it didn’t take long for others to see he was clearly unqualified for the position. Suspicious of Greg’s claims, Joe did some digging and found he had embellished the accomplishments on his resume. The team and Joe went through several stressful months cleaning up Greg’s messes until he was finally let go. Joe eventually recovered as a leader but learned a painful lesson about impulsive decision making; and he had to earn back credibility with his team.

Before I go further, I want to level-set on what I view as impulsive and deliberate leaders.

An impulsive leader prioritizes decision speed over decision quality
A deliberate leader balances decision speed with decision quality
Let’s break this down. Impulsive leaders want to move quickly on a decision and tend to use the concept of “imperfect information” as license to not do their homework. They are very action-oriented but run into problems from not thinking through decisions before acting. To an impulsive leader, need dates aren’t as important as moving fast. An impulsive leader may not have the time to do something right the first time, but will need extra time later to re-do or un-do something.

In contrast, deliberate leaders are mindful of decision speed, but only as input into overall decision quality. They understand the concept of imperfect information, but don’t use it as an excuse to not learn what they can about a decision’s implications. They can be every bit as action oriented as an impulsive leader.

What are some warning signs that you might be an impulsive leader? Here are seven:
  1. Reversals on bad decisions are the rule not the exception.
  2. You typically get pushback from followers on your decisions.
  3. Followers execute to your instructions versus owning the problem and figuring out the “how” on their own.
  4. You can’t align decision due dates with a business need.
  5. You’re unable to articulate choices and consequences of decision alternatives.
  6. You regularly use the phrase “failure is not an option,” when asked about the consequences of failure.
  7. You frequently say something like “ASAP,” or “Yesterday,” when a follower asks when something needs to be done.
Do any of these warning signs resonate with you? If so, then give these eight tips a look to help you make the journey from impulsive to deliberate leadership:
  1. Admit you are an impulsive leader – The first step in transforming from an impulsive to a deliberate leader is an introspective admission that you are impulsive. Be brutally honest, even if the answer is something you don’t want to hear.
  2. Be clear on the what, why, who, and when – When faced with a decision, take the time to physically write out the decision, why it’s being made, who it impacts, and when it needs to be made by to seize upon an opportunity or avoid a bad consequence. Unless you’re faced with a decision that requires split-second action, i.e., swerving versus braking to avoid a car accident, taking a few minutes to frame up the decision characteristics is time well spent.
  3. Throttle the decision to the need-by date – I’ve known plenty of leaders who are simply impatient and want something done right away. However, action for the sake of taking action without regard for a need-by date can result in an unnecessarily lesser-informed decision. Know when your decision needs to be made and pace the actions accordingly. 
  4. Write out the alternatives and consequences – Once you’ve framed the decision and when you need it made, be intentional about the alternatives and consequences, including a “do nothing” alternative. Outlining alternatives and what could happen under each one is a forcing function that helps you slow down and be more thoughtful about the decision. Don’t forget the need-by date.
  5. Think about risks as reckless or calculated – If you’re looking for risk-free decision alternatives, you’ll thrust yourself into decision paralysis. Joyfully embrace that there will be some risks to your decision, but be intentional about classifying the risk as reckless (acting without thinking about consequences) or calculated (thinking about consequences and having mitigations in place in case something goes wrong).
  6. Syndicate your thinking along the way – I’ve seen way too many leaders hunker down in an office to think through a problem, then emerge like Moses with the stone tablets to proclaim their answer. Unless the decision is confidential, take the team on the journey with you, letting them know the decision you’re grappling with, and its characteristics, alternatives and consequences. I’ve been most successful with implementing decisions that affected my team when they knew things were in the works and they had opportunities to influence my thinking before the decision was made.
  7. Surround yourself with deliberate people – Great leaders know their weaknesses and surround themselves with people who are strong in those areas. More importantly, they actively listen to them. This isn’t to say the leader always accepts advice given; but they listen and provide rationale as to why they’ve chosen to not accept the advice.
  8. Ask advice of non-stakeholders – Some of the best leaders I’ve known not only possess great first-hand experiential wisdom, but humbly and actively seek out candid wisdom from others who are not directly impacted by the decision. The leader still owns the final decision, but he or she allows others to influence his or her thinking. This takes a bit of courage, because someone could throw cold water on what you may think is a great idea, but it could save you a lot of downstream pain trying to recover from a bad decision.
Remember, impulsive leaders prioritize speed over decision quality, while deliberate leaders balance speed with quality. Keep these eight tips in mind to improve the quality of your decision making and become a more effective leader of followers.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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Impressive First Impressions

3/9/2021

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So check this out.

Recently I received an email from someone who found me on LinkedIn. The person wasn’t a connection of mine, so I had no idea who he was or where he worked.

Let’s go through some of the items on the email (indicated by red letters A-F) and how it influenced my impression of this person. I changed personally identifiable information and will call him John Doe.

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A – John’s email in the “from” line is from what I call “CompanyName1.” All good so far.
B – The subject of the email is “Offer for Thensetta Group of Companies.” This seems all fine and well except my company name is “Consetta.”
C – In his signature line he identifies himself as working for “Company Name 2,” which is different from the company in his email address
D – His website is listed as “Companyname3.com,” which is different from both the company names in his email address and signature. What’s even more interesting is that the underlying URL is different from the listed company name. When I copied “Companyname3.com” into my browser I got a “Page Not Found” message. When I clicked on the hyperlink it took me to a parked webpage.
E – The portfolio in Vimeo has yet another company name which is different than all the others.
F – John tells me that if I want to stop getting emails from him I need to reply with “remove.” I presume that means to put the word “remove” in the subject line. Any reputable company uses an email service like Constant Contact or Mailchimp with a structured unsubscribe process.

Needless to say, there’s no way in heck I’m going to do business with John Doe. The first impression he left was so abysmally bad that I could never imagine entrusting him with helping me resolve a business problem.

I suspect that if you’ve been in business for any period of time you’ve heard the saying, “You never get a second chance to make a good first impression.” Despite this saying being as old as dirt, I’m amazed at how frequently I’ve seen professionals, both seasoned and newbie, create a negative perception in a first interaction. It’s even worse when, like the John Doe email, a negative first impression is earned through careless and reckless mistakes. The way John Doe bungled his first interaction with me told me volumes about what he might be to work with. While it’s entirely possible he is a competent professional, I’ll never know because he’ll never get a second chance with me.

If you think you might need some help on creating positive first impressions, give the following six tips a look before your next meeting with someone new.
  1. Learn all you can – Take the time up front to learn about the person. With all that’s available on LinkedIn and through general web searches, there’s simply no reason to go into a meeting not knowing anything about the person. But balance this with point two…
  2. Don’t look like a stalker – Just because you learned a lot about someone doesn’t mean you have to bombard them with your research. I’ve met with eager first-timers who, in an effort to impress me, started rattling off articles I’ve written, companies I’ve worked for, and things about my family. While on one hand I was impressed they took some time to learn about me, I was also creeped out with how much they appeared to obsess over me. This leads me to point three…
  3. Look for a couple of connection points – Many people know of my passion for helping the autism community and their loved ones. I’ve always appreciated when someone has asked a genuinely sincere question or related a personal situation about autism. It shows that they not only took a bit of time to learn about me, but also lets me know the other person is passionate about something I am. Just make sure you follow point four…
  4. Be genuinely interested – I can smell a mile away when someone talks about a connection point only to try to warm me to the relationship. I don’t want to talk about my passion area with a disinterested party. When looking for connection points, make sure it’s a topic in which you are genuinely interested. A good test is to ask yourself: Would I talk about this connection area with this person even if there were no underlying agenda? Wrap up the meeting with point five…
  5. Take the initiative to summarize actions – Summarize the meeting with specific actions you and/or the other person will take and when the action will be taken, then include the summarized actions in a follow-up email. This underscores for me that they see our meeting as important enough to take action to keep us both aligned. Just don’t drop the ball on point six…
  6. Do what you say you’ll do – It drives me crazy when someone commits to something by a due date, then doesn’t deliver. Even if something comes up which prevents you from meeting your commitment, send a note prior to the due date with a revised date. Avoid the “My dog ate my homework” explanations; just a quick note telling when the commitment will be completed.
Positive first impressions matter. Creating negative first impressions through carelessness or being unprepared is just shooting yourself in the foot. Take first impressions seriously and do all you can to make your first impression impressive.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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Experiential vs. Inherited Wisdom

3/3/2021

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So the older I get the more I think about the lessons I’ve learned in my career. Oh, to go back in time and talk to my younger self about the boneheaded things I did. Sadly, my younger self probably wouldn’t have listened to any imparted wisdom (which I define as knowledge coupled with experience). I was recklessly confident—I didn’t think I would get burned by touching the stove, no matter how many before me got burnt.

Ah, the naivete of youth.

What I’ve come to realize is that learning hard lessons doesn’t mean I have to experience them first-hand. It’s far less physically, emotionally and financially painful to learn from others. This has led me to an important conclusion--there are two paths to wisdom. The first is experiential wisdom, where I know the stove is hot because I touched it. The second is inherited wisdom, where I believe someone with credibility when they tell me the stove is hot. I could have saved myself a lot of time, stress, and money if I understood and practiced inherited wisdom.

In my zeal to help those still climbing the career mountain, following are my 12 wisdom nuggets to help others avoid experiential wisdom and replace it with inherited wisdom.

  1. Don’t use “ask for forgiveness, not permission” as an excuse for disorganization or laziness – I’m all in for people making urgent decisions without crossing all the Ts, but I’ve also seen many people who were either too lazy or too disorganized to ensure they had appropriate authority to proceed. Both the leader and follower should establish agreed-upon guiding principles for decision making, then make sure any “ask for forgiveness” instances are the exception not the rule.
  2. Throttle actions to urgency – As a younger leader I had difficulty mastering measured responses to situations. I either called in the Cavalry for run-of-the-mill issues or fiddled away while Rome burned. As I got older, I learned to assess a situation and its consequences, then act with the required urgency. When handed an issue, take time to triage it and determine an appropriate course and speed of action.
  3. Knowledge is having the answers, wisdom is knowing when to speak up – This is one I’ll be working on until I’m pushing up daisies. Smart people want to have answers and their tendency is to push their point of view on others. But just because you know something doesn’t mean everyone else needs to know how smart you are. Sometimes the best response is no response at all, or a measured response in a different setting.
  4. Less answers, more questions – As a young consultant I thought my job was to have all the answers and make sure the client knew I had the answers. Over the years I learned that some of the greatest value I provided to my clients was not answers but the sincere, thought-provoking questions I asked. Respectfully asking questions that challenge the status quo or prevailing points of view were key to defining effective solutions. If you’re not good at asking questions, get some coaching and training. The skill of effectively asking questions will pay dividends throughout your career.
  5. Don’t alienate others with your personal points of view – This is particularly important in today’s loose-lipped social media culture. Not everyone shares your point of view on topics like politics, social issues, or religion. Saying things like “unfriend me if you voted for ___” telegraphs how unimportant you consider relationships. Be mindful of what you say and whether you may be inadvertently alienating friends, loved ones, and associates. See this article for more.
  6. Realize the importance of recharging the batteries – Chronically burning the midnight oil and depriving yourself of rest and leisure activities simply isn’t sustainable. I learned this lesson the hard way and was forced to take a leave of absence from my job due to physical and emotional exhaustion. Rather than controlling when I took a time-out myself, it was determined for me. Make rest and leisure a priority, not an after-thought.
  7. Sacrifice now to protect the future – My first job out of college was the first day I started saving for retirement. It was never a question of whether to save. Through the years I made financial choices to save versus buying things I could live without. I fully understand that some people truly live on a minimalist budget and don’t have the resources to put money away for the future. But for every person in this situation there is another who adopts a “live for today” attitude and chooses buying non-essential items over saving for the future. Make saving a priority if at all possible.
  8. Make regret-free family choices – My father died with a lot of regret because he didn’t spend enough time with his kids when they were growing up. He influenced me as a dad to focus on being there for soccer games and school plays. Now that my kids are grown, I can’t imagine the feeling of looking back and saying, “I wish I would have been there for ____.” Don’t make family choices when you’re young that you’ll likely regret when you’re older.
  9. Formulate your legacy statement in your working years – I’ve had a number of discussions with people about the right time to think about their legacy statement. I started formulating mine (To help others to help themselves and not simply enable them) in my early forties. It’s been super helpful to have a clear legacy statement as it not only guides me on what I should focus on as well as what I should not focus on. As example, I do a lot of coaching and mentoring with an up-front understanding that it is my job to help the person help him or herself. He or she needs to put at least as much effort in as I do, or we terminate the relationship. Having a clear legacy statement allows me to say yes or no to things depending on how it aligns with that statement.
  10. Know the difference between calculated risks and reckless risks – I categorize risk-taking as either calculated (alternatives and consequences are understood before taking an action) or reckless (forging ahead without understanding alternatives and consequences). Look, risk taking is a part of life. The question is whether you’ve thought through the alternatives and consequences and know what is likely to happen under each alternative. Make sure to utilize a coach to help validate your thinking.
  11. Run to good opportunities, not away from bad ones – I’ve seen a lot of people make life decisions to leave a bad situation only to go to an even worse situation, then regret it. When you’re evaluating making any life change, consider the pros and cons of each alternative. I have an assessment tool to help you evaluate decisions across nine crucial life elements here.
  12. Understand that business ventures can ruin relationships – I lost my best friend at the time due to a bad business deal. We went into it with the best of intentions, but naively didn’t consider the possible impact to our families if things didn’t work out. It affected not only me, but my wife and kids. If you go into business with a friend, be prepared to lose the friend.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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The Calmest One in the Room

2/23/2021

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As a young manager, I was involved in a significant crisis which had the attention of not only the partners in the firm but also its CEO. I, like many of my cohorts, was nervous about the crisis, its impact on our clients, and my employment status at the firm. There was a very senior partner who was tasked by the CEO to assume responsibility for navigating the firm through the crisis. It took us a year to work our way out of the crisis; and we all learned some valuable nuggets. I thought I was a good leader before the crisis. Now I realize how naïve I was in my assessing my leadership skills. That experience, while excruciatingly painful, was an inflection point in putting me on the path to becoming a better leader.

As a result of this and other crises I’ve experienced, I’ve learned a number of very valuable tenets that I adhere to when in crisis mode, as follows:

  • A leader may not know all the steps to get out of a crisis, but he/she always focuses the team on the end game and what needs to be done next.
  • You’re most likely in least-worst alternative mode when evaluating crisis resolution alternatives. It’s not about the best alternative, but the alternative that represents the least amount of loss.
  • The leader’s demeanor will permeate the team. If a leader is nervous, the team will be nervous. If a leader is calm and focused, the team will be calm and focused (or at least less nervous).
  • Regular, concise, candid communication is paramount. When there are gaps in communication, team members and other stakeholders will write the script in their heads.
Time and time again I’ve seen crises separate great leaders from merely average leaders. If you want to be one who rises to the top of the leadership heap during a crisis, take note of the following tips:
  1. Acknowledge the crisis and its consequences – In the heat of a crisis there may be differing views on what the crisis is, whether or not it’s a true crisis, or the consequences of not addressing the crisis. Ensure there’s agreement to avoid the lingering question of what happens if the crisis isn’t addressed.
  2. Make sure the right people are working the crisis – Many crisis situations involve pulling people off existing work assignments to work the crisis. There will invariably be pushback, particularly if reassigning someone means another ball might be dropped. Remember, you’re working to the least-worst alternative, and while something else might slip, not addressing the crisis might be worse.
  3. Get concurrence on what success looks like – In the heat of a crisis the leader needs to ensure all the right stakeholders have a crisp understanding of what success looks like in addressing the crisis. The greatest success in most cases may mean returning to the status quo prior to the crisis, or to a state with the least amount of loss. Rarely will success mean an improvement to the status quo. It’s important to align everyone’s expectations of success.
  4. Drive what/who/when – It’s important to be very precise about what needs to be done, a named person (not TBD or team) accountable for delivery, and a specific date (and time depending on urgency) for completion. Keep a running list of actions, marking them as complete once done. It’s important for the team to see progress and also to highlight where some may be falling down on tasks.
  5. Use a calm, authoritative voice – I’ve done this many times during a crisis. When others are running around like headless chickens, a true leader maintains a calm, authoritative demeanor. Nervous team members will react positively to a leader who looks in control and demonstrates clear-headed thinking. Be cautious not to give the impression that you’re like “Nero fiddling while Rome burns.” Demonstrate appropriate urgency, just do it calmly and authoritatively.
  6. Replace nervous with focused – During a particularly large crisis where I was driving resolution, I had an executive ask me if I was nervous. I told him, “You pay me to be focused, not nervous.” I’ve heard many leaders through the years use the phrase, “I’m nervous about this” when faced with an uncomfortable situation. Followers don’t want to see you nervous; nervous people tend to do irrational things. Take the term nervous out of your vocabulary and replace it with focused.
  7. Secure the next reconvene to follow up on actions – As I said, a great leader always knows what to do next. Ensure there is a very timely follow-up where the team reconvenes to review actions and assess next steps. While the reconvene rhythm may change as the crisis is worked, there should always be a “Let’s meet up again at (date/time).”
  8. Set up a situation room – Designate a place either physically or virtually where people can go to see outstanding action items and team members can work (if appropriate). It’s also good for you as a leader to hang out in the situation room periodically to demonstrate to the rest of the team that you’re in it with them.
  9. Establish a regular, concise and candid communication rhythm – Depending on the pervasiveness of the crisis, ensure there is a communication plan of who needs to be informed, what they need to know, the frequency of communication. and the medium (email, meeting, etc.).
  10. Realistically inspire the team – In the early stages of a crisis, people need reassurance from the leader that they’ll get through the crisis. What’s important here is to be realistic in your reassurance. While there may be some carnage left in the crisis’ wake, acknowledge that things are going to be tough, but the team needs to stick together and work the problem. Inspire the team, but realistically acknowledge the situation.
  11. Solve the problem first, assess accountability for the problem later – When a crisis emerges, many will start finger-pointing at who they think is responsible. While it’s important to understand root causes of a problem and put things in place to avoid it happening later, wasting time pointing fingers while the crisis rages on is not the time to do it. Get clarity on the crisis, what success looks like, and what needs to be done first. Once the flames have subsided, focus on accountability and corrective actions.
Hey crises happen. Next time one rears its ugly head be the calmest one in the room and put these leadership actions in place to navigate through the crisis.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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Achievement - Stress = Contentment

2/17/2021

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Recently I wrote an article about creating a sustained lifestyle. In the article I introduced a concept which contrasts achievement (doing something meaningful that accomplishes a desired result which gives you joy) and stress (the degree of mental, physical, or emotional strain undertaken to achieve a desired result). In the model I define four different lifestyles driven by achievements and stress, as follows:

  • A frustration lifestyle is the result of high stress accompanied by low achievement. Think burning the midnight oil on projects that get cancelled last-minute or never used.
  • A boredom lifestyle is the result of low stress accompanied by low achievement. Think getting up every morning with nothing to do.
  • A burnout lifestyle is the result of high stress accompanied by high achievement. Think successive strategic projects with demanding customers, a dysfunctional team, and irrational management.
  • A sustained lifestyle is the result of low stress accompanied by high achievement. Think volunteering for a cause you’re passionate about on your work terms.
As I’ve thought more about the achievement/stress concept, it’s occurred to me that the push-pull of achievements and stress apply to more than a person’s career or vocation. It can apply to elements such as family relationships, health, and finances. You can have high achievement/low stress in your career, but if you have low achievement/high stress in another area of your life, your overall contentment level is adversely impacted. It’s not enough to manage achievement and stress only in your career or vocation; it needs to be managed in other areas of your life as well. Given so, I adapted the good-enough contentment model I created for my Behind Gold Doors-Nine Crucial Elements to Achieve Good-Enough Contentment book to include achievement and stress as driving factors. I tested the model on myself (I ate my own dogfood as we like to say at Microsoft) and was surprised at the clarity I found in defining what good-enough contentment means to me. So, here’s the revised model, explained step-by-step:
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  • In the good-enough contentment model, there are nine crucial life elements that holistically reflect a person’s life, as follows:
    • Career Contentment - How content you are in your current and future career potential
    • Family Contentment - How content you are with your family life
    • Health Contentment - How content you are in your physical and mental health
    • Friendship Contentment - How content you are with relationships built and maintained with friends and loved ones
    • Financial Contentment - How content you are in your current and future financial status
    • Leisure Contentment - How content you are with quality time spent on leisurely activities
    • Spiritual Contentment - How content you are with your spiritual life
    • Giving Contentment - How content you are with your pay-it-forward giving
    • Legacy Contentment - How content you are with the legacy you are leaving behind should you die today
  • In column A, indicate the importance to you for each contentment element:
    • Extremely Important
    • Very Important
    • Somewhat Important
    • Not so important
    • Not at all important
  • In column B, note for each contentment element when you feel a sense of achievement. For example, in the Giving Contentment element you may feel the greatest sense of achievement when you are able to see first-hand when someone’s life situation improves when you’ve given your time or money to help that person.
  • In column C, note for each contentment element when you feel stressed. For example, in the Health Contentment element you may feel stressed when you weigh yourself and see you’ve gained ten unwanted pounds.
  • In column D, write an honest statement of what your contentment goal is for each element, taking into account how you maximize achievements listed in column B and minimize stress listed in column C.
  • In column E, define specific actions for each element you need to take to get from your current state to your contentment goal in column D.
As you work through this model there are a few considerations for you to ponder:
  • Focus on the extremely and very important elements - You can certainly have goals for all the areas, but don’t spend time on an element that is less important at the expense of one more important to you.
  • Be ambitiously realistic - Create goals and actions that are within reach and challenge you, but be careful about putting things down that deep you down know you’ll never achieve.
  • Be brutally honest with yourself – If building a legacy isn’t important to you then say so. The goal isn’t to make every element important, but to consider each element then make the conscious decision whether it is important to you.
  • Recognize that priorities change over time – As you get older, some elements that you felt weren’t important may now be much more so. I’ve certainly found that elements like legacy, giving, friendships, and leisure are more important to me now than when I was in my twenties.

Maximizing achievement and minimizing stress across your life is critical to achieving good-enough contentment. Take some time to download the model and go through the exercise. Comment below with your thoughts!
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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Retirement Redefined: Eight Tips to Creating a Sustained Lifestyle

2/10/2021

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In 2004, I left Microsoft so Patty and I could homeschool our son Trevor. He was diagnosed with Autism Spectrum Disorder at age five, and we decided as he was entering seventh grade that he would need more help than what his public school could offer. I was his math and science teacher for two years until he re-entered public school in ninth grade. After my homeschooling stint, I decided to focus on writing and consulting, and later Patty and I starting a publishing business. From that point until now, I have regularly been asked if I’m “retired.” At first, I would respond with a strong “no” due to my opinion that retirees spend their days on the golf course or playing bridge. Over time, though, I recognized I had to come up with a better description of what I do as a profession. It’s not a choice of either the golf course or the 8-to-5 grind. For me, it’s something I call sustained lifestyle.

So, what’s sustained lifestyle? Here’s the definition, then we’ll unpack it:

Sustained lifestyle is when you have a high sense of achievement accompanied by a low degree of stress, making it something you can sustain for a long time.
First let’s talk about achievement. This is about doing something meaningful that accomplishes a desired result which gives you joy. It could be delivering a project on time, helping people in need, or coaching lesser experienced professionals. It’s about getting something done that matters to you and seeing the fruits of your labor.

Next is stress. This is the degree of mental, physical or emotional strain undertaken to achieve a desired result. Delivering a project on time with high-pressure executive meetings, project team infighting, and an unreasonable customer is much more taxing than one with cooperative execs, project team members, and customers. The end result is a completed project, but the execution was like pedaling uphill in tenth gear.

When stress and achievement are combined in the context of lifestyle, one of the four results are realized:
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A frustration lifestyle is the result of high stress accompanied by low achievement. Think burning the midnight oil on projects that get cancelled last-minute or never used.
A boredom lifestyle is the result of low stress accompanied by low achievement. Think getting up every morning with nothing to do.
A burnout lifestyle is the result of high stress accompanied by high achievement. Think successive strategic projects with demanding customers, a dysfunctional team, and irrational management.
A sustained lifestyle is the result of low stress accompanied by high achievement. Think volunteering for a cause you’re passionate about on your work terms.

Now don’t get me wrong; I’m in no way saying that a sustained lifestyle means no stress. There are certainly things in life that crop up and cause great stress. However, a sustained lifestyle gives you margin to handle unexpected stress more effectively than if your stress bucket were already full.

Here are eight tips to create a sustained lifestyle that’s enjoyable and fulfilling for you:
  1. Run to a vocation – Creating a sustained lifestyle entails having a post-career plan that you work to once you’ve left your job. The plan could be to discover your sustained lifestyle vocation or, if you already know what you want to do, how to make that sustained lifestyle a reality. Painting a picture in your head of what it will look like will help you get excited about giving it life.
  2. Be clear on your decision criteria – Deciding on what your sustained lifestyle looks like means being very honest with yourself on your decision criteria. Is a continued income important or necessary? Will you need something that continues to feed your ego? Is the flexibility to say no to things important? No right or wrong answers on the criteria, but be deliberate about defining it. This Excel-based assessment tool will help you think about your criteria using nine crucial contentment elements. 
  3. Make each day purposeful – I have a theme for each weekday that focuses on some aspect of my vocation; Monday is Amazon book ads day; Tuesday is article writing day (Yes, I’m writing this article on a Tuesday.); Wednesday is mentoring day, etc. While I may move things around based on schedules, I know what my core activities will be on each day of the week.
  4. Agree on the guiding principles with your spouse/partner – Patty and I have several guiding principles on our sustained lifestyle, the most important being the freedom to do what we want from wherever we want. We enjoy travel and regularly do winter treks to warmer weather. We can continue publishing books and I can write regardless of where we are. Having an understanding between you and your spouse/partner about what is important and what you want to protect is crucial to a happy sustained lifestyle.
  5. Have at least one goal you’re working toward – After my father-in-law sold his locksmith business, he took on other hobbies which kept him growing, most notably photography. Having goals not only keeps you learning, but also satisfies the need for a sense of accomplishment.
  6. Be accountable – I am a member of a men’s business group that meets twice a month. Three of us want to drop some extra pounds, so we agreed that before each meeting we will share our current weight with each other. It’s amazing how much more I think about what I consume because I don’t want to report poor progress to my colleagues. Having accountability to someone else helps you focus on your goal and work harder to achieve it.  
  7. Be mindful about what stresses you out – Keeping a wide distance between achievement and stress means being honest with yourself about what stresses you out and putting things in place to keep stress to a minimum. Know your stressors and keep them in check.
  8. Create a comfortable space – I have a standup desk in our den with three monitors and a large screen TV on the wall. Every morning, after getting my first cup of coffee, I go to my workstation and use it throughout the day. It’s a very comfortable setup that I enjoy and don’t mind spending time at.
Whether you’re at retirement age, close to it, or merely thinking about it, keep the concept of a sustained lifestyle front and center. Think high achievement and low stress.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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My Nine Life Lessons

2/3/2021

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This one is a bit of a departure from my typical article topics.

Recently I wrote a book about what I call “good-enough contentment.” It’s an allegory about a forty-something man who is unhappy with his life. After a magical train ride, he learns to define what contentment means in nine areas of his life: career, family, health, friendships, finances, leisure, spirituality, giving, and legacy. Writing the story caused me to look back at my own life--the things I did well and the many mistakes I made. It inspired me to write about nine nuggets that I wish I could go back in time to tell my younger self. Some I would have done the same all over again, others radically different. All, however, are worth putting down in writing to spur your thinking about things you need to start, stop, or continue.

Here they are:  

Career: Your career can’t take the place of family, health, leisure, and friendships – In the movie The Family Man, Nicholas Cage’s character is a hard-charging investment banker who gets to see what his life would have been like as a middle-class husband and father. He comes to realize that there’s much more to life than business. By all means, continue to vigorously pursue your career aspirations, but not at the expense of other important areas of your life.

Family: Don’t squander memories – My father worked very hard as a baker; so much so that he missed out on many family events. In his last years he told me how he regretted missing so many events and milestones with my five siblings and me. Don’t look back on your life regretting not being there for the memory makers.

Health: If you don’t decide to take care of yourself, the decision will be made for you – I had an emotional breakdown at age 30 due to running myself ragged both mentally and physically. I thought I could just keep pushing and tough things out. Wrong. I had no choice but to stop and make some changes to get myself healthy again. If you don’t focus on taking care of your health, something out of your control will happen to force you into action.

Friendships: Have a couple of friends who would help you out at 2 am, no questions asked – Recently I was on vacation when a tenant in our rental property called and said the washing machine wasn’t working. I was 3,000 miles away and couldn’t get there, so I called a dear friend who was at the rental in 30 minutes and addressed the problem. Having a couple of close friends you can rely on to help you out of a jam is worth gold. Being someone your friend can rely on is just as important.

Finances: No one cares about your finances more than you – When I graduated from college, I bought three books on investing. Those books formed the foundation for my investing discipline. At times, though, I let others who didn’t have my best interests at heart manage investments on my behalf. Now I manage every dollar myself and keep current on investment strategies. Putting your money in the hands of a paid advisor will ensure bread is put on his or her table along with your money. Do as much of this on your own as you can.

Leisure: Work/life balance means slowing down, not speeding up – I’ve known way too many people who worked 60+ hours during the week only to cram “life” activities in the weekend. They had work/life balance, but it was achieved by running 100 miles per hour. Leisure time should include time to relax and recharge, so use at least some of it to rest, and be careful about trying to fit too many things into your life.

Spirituality: Walk the talk on your beliefs – Whatever your spiritual beliefs (mine are Christian), don’t be a Jekyll and Hyde in what you say and what you do. Cursing up a storm in meetings during the work week then heading into church on Sunday just doesn’t square. It’s not about judging your belief system; it’s more about ensuring your actions align to your beliefs.

Giving: Give out of love, not out of convenience or obligation – My son loves to cook. He regularly volunteers to cook and deliver meals to families in need. He loves to give of his time and money to help families who need a hot meal enjoy his cooking. The quantity and type of giving is up to you, just do it out of love and enjoy the gratification you get in return.

Legacy: Live to your eulogy – A number of years ago I created a personal purpose statement. After a lot of soul searching, I came up with: I will work to help others to help themselves and not simply enable them. When I die, I want people to say three words at my funeral: He helped me. If you have a personal purpose or mission statement, live it. If you don’t have one, a book like The Purpose Driven Life might be helpful.

My hope is that you, my readers, might be able to glean something from my nine life lessons. If I help you do or think differently about some aspect of your life, then mission accomplished. Thank you for helping me live out my purpose statement.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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LinkPitching – Seven Fatal Errors LinkedIn Users Commit Every Day

1/28/2021

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A LinkedIn interaction from some time back still sticks with me today. Why? He and I connected, then he immediately asked to review my personal finances so he could do for me what he had allegedly done for so many other “thrilled customers.” I told him “No thanks.” He replied back asking me why. Being the direct guy I am, I told him I thought it was insincere to connect with me and immediately want to review my personal finances and try to sell me on his service. He said he never asked me to send my personal finances through LinkedIn. At this point, the discussion was no longer about him trying to sell me a service; instead, I wanted to provide a teachable moment for him. I told him that sending personal finances through LinkedIn wasn’t the issue, but I didn’t want to divulge my personal finances to someone I didn’t even know who connected with me only 30 minutes ago. After another couple of interactions, he told me that “nice people” would agree to meet with him (I guess I’m not a nice person) and that he was rescinding his offer to meet (even though I already told him I didn’t want to meet with him). It was kind of like “you can’t break up with me because I’m breaking up with you first”. He then wished me the best. He made an impression on me for sure, just not one he wanted.

As of this writing, LinkedIn has over 600 million users and has become a dominant force in connecting people to do business with each other. It has disrupted geographic barriers, so that someone in his basement in Cleveland can do business with someone in Los Angeles, Paris, or Bangalore. It’s also insanely cheap and easy to establish a platform and reach potential customers who 20 years ago would have been out of reach. This low barrier to entry and massive audience potential is fertile ground for ambitious businesspeople (who I refer to as LinkPitchers) to canvass large populations for business. Now I’m in no way telling the ambitious to not pursue business using LinkedIn with all their passion and energy. But there are right and wrong ways to do it.
My years of LinkedIn experience have led me to seven fatal errors LinkPitchers make:
  1. Not understanding my profile – I know this may sound like a “no duh” but I’m amazed at how many people send me canned messages that prove they didn’t even look at my profile. My LinkedIn banner says “Lonnie Pacelli, Author” next to my published books. Yet I regularly get messages asking if I’d ever considered becoming an author. Before you solicit make sure you take a few minutes to understand what the person actually does.
  2. Not putting space between a request to connect and a follow-up – A request to connect followed immediately with a pitch tells me you’re not at all interested in me; you’re just trolling for business. Putting space between the two at least creates the illusion you’ve taken time to research me.
  3. Not demonstrating you know something about me – Some of the most effective LinkedIn messages I’ve received establish some sort of connection with topics I write about. I write a lot about autism and disability inclusion, so when I get a message asking about autism or telling me they have a child on the spectrum, I’m more likely to respond.
  4. Not asking personal questions before you’ve established rapport – Sorry, but just because I connected with you on LinkedIn doesn’t mean in the next breath I’m going to tell you about my financial goals. It takes time to develop trust in a relationship. Even if you’re a connection of a connection, it doesn’t mean I’m willing to divulge anything to you beyond my profile.
  5. Not being sincere about why you’re following up – An insincere, boilerplate compliment like “I’m really impressed with <put target name here> and I can generate 20k leads a month for you” screams slimy salesperson. I’d feel much better getting a message like, “Thanks for connecting with me. I’m interested in what you have to say and look forward to reading your posts to see if there’s common ground for us to do business together.”
  6. Not having the stripes to do what you’re selling – If you send me a request to connect, I’ll look at your business, education, and experience. If you’re billing yourself as a financial advisor but have minimal relevant education or professional experience, I probably won’t want to do business with you.
  7. Not taking a hint – If you don’t get a response, don’t keep sending “I’m sure you’re very busy and you might have not seen my prior message to you” messages. I saw the message and decided not to pursue it. Sending additional messages will not make my view of you more favorable.
By all means use LinkedIn and the powerful tools it can bring to your business. Just keep these seven fatal errors in mind during your next LinkPitching expedition.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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How a Child with Autism has Changed a Career… for the Better

1/20/2021

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Typically, career choices are made based upon responsibilities, compensation, or prestige where a businessperson makes a change to get a higher salary, more responsibility, or greater prestige. What about the situation, though, where the driver behind a career choice isn’t any of these; where it’s the needs of a child that drive the change? My choice was precisely that.

Trevor was a happy, normal, active baby. He was able to laugh, coo, cry, and do all of the other normal things that his big sister, Briana did at that age. To my wife Patty and me, everything seemed to be just fine. At about age two, we noticed that Trevor was hardly saying any words and was very into his own world with puzzles, coloring, and videos. 

Over the next couple of years, we took him to a speech therapist to help him with his language and also enrolled him in a special-needs preschool. During this time we noticed other peculiar characteristics for a toddler; a strong desire for structure (his preschool teachers called him “Mr. Rigid”), obsessive fixations on various topics, and no real desire to associate with other children. Yet Trevor was very easy in that he would keep himself occupied for hours on end playing by himself and acting out whatever imaginary things he could think of. It was very perplexing to us.
When Trevor was five, we took him to specialists at the Autism Center at the University of Washington who conducted a series of tests to assess speech, cognitive understanding, and relational behaviors. At the end of the assessment, one of the specialists explained that Trevor had Pervasive Developmental Disorder – Not Otherwise Specified (PDD-NOS), a mild form of autism. This was odd to us because we had associated autism with more severe cases (think about Dustin Hoffman in “Rainman”) where speech was limited to non-existent at all and no real interaction between the child and others. Trevor was able to speak and interact but was about two years behind his peers developmentally. The specialist explained that, while Trevor had many characteristics of “normal” children, he saw the world as if peering through a rolled-up newspaper; he had a narrow focus on the world and was inattentive to things that didn’t interest him or how other people perceived him. To give you an example, think of Jack Nicholson in the movie “As Good as it Gets”. His character, Melvin Udall, was a bright, successful author who was obsessed with cleanliness, kept a very rigid schedule, did not walk on sidewalk cracks, and was generally unaware of how he came off to others. Though he wasn’t labeled as such, Melvin could have had PDD-NOS. 
In some respects, knowing that Trevor had a milder form of autism was a relief in that he could learn to control his behaviors and be a high-functioning adult. In other respects, though, having a milder form of autism put him in a sort of purgatory when it came to other kids. He didn’t fit in a traditional special-needs category yet he was clearly unique when compared to other children. Had Trevor grown up prior to the 90’s, his actions would have been viewed as a behavioral problem and he would have been labeled a difficult child. The truth is Trevor wasn’t a behavioral problem; he’s just wired differently than normal children.

Trevor’s public elementary school was wonderful in working with him; he qualified for special services and was able to get one-on-one assistance with a special education teacher. While we were very appreciative of the attention the public school system gave him through sixth grade, we grew concerned about his transition to middle school. Through a lot of discussion, we decided the best thing for Trevor was to pull him out of mainstream school in seventh grade and take on a more customized home-school approach. Patty and I decided that, for Trevor to have the best opportunity to succeed, we needed to share the teaching responsibilities. I had spent eleven years at Accenture and was in my ninth year at Microsoft and was very happy with my career. At the same time we also realized the importance of giving Trevor the best possible educational experience to secure his leading a normal adult life. We decided it best for me to leave my secure, full-time job at Microsoft to focus on a new career which gave us more flexibility to tend to Trevor. It was at this same time that I had written a book called The Project Management Advisor which was in process of being published. I had also just started a new business with a colleague. The timing seemed perfect to take the plunge and leave Microsoft to build a new career as an author and entrepreneur around ensuring Trevor was given what he needed to secure a normal, happy adult life.
Immediately I saw great benefit in being more available to my family and in Trevor getting used to me being around more often. I still have tremendous peace with my career choices and focusing on Trevor was far more important than any promotions or accolades I could have received at Microsoft or some other traditional job.

I realize that a choice like the one I made may not always be feasible. We’ve been very blessed in having the financial means and opportunities to make this decision. What I can say, though, is this investment in Trevor’s future will yield a return that is far greater than any return I could be getting in a more traditional career and see this as the smartest career choice I’ve ever made.

Read Part 2, 12 years later here.
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Lonnie Pacelli along with his wife Patty created the Six-Word Lessons series. He is the author of Six-Word Lessons for Project Managers, Six-Word Lessons to Avoid Project Disaster, and Six-Word Lessons for Dads with Autistic Kids.  See more at lonniepacelli.com.

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