On the Horns of a Dilemma

On the Horns of a Dilemma

“I know I should . . . , but I really want. . .”

The angel on one shoulder, the devil on the other is a common visual device in cartoons: Tom the cat chooses whether to eat Jerry the mouse, Sylvester the cat struggles with a similar dilemma with Tweety Bird or as is pictured above Homer Simpson struggles with eating another jelly doughnut. (Spoiler alert: for Tom and Sylvester the devil may win short term but the prey escapes, but for Homer the doughnut always wins.)

We all face temptations. Some are better than others at resisting their devils. Me? My angel won on alcohol, and speeding. My devil wins too often on exercise and the devil and angel are tied on ice-cream.

Business leaders may face such obvious ethical decisions, whether to tell a customer that you’ve discovered that they paid you twice or wait and see if they notice. Some make the wrong choices. However, most difficult decisions are not a good versus evil, angel or devil, “I know I should, but I really want….” They are more often trade-offs, greater good or least harm..

What do we want from our leaders?

We want them to know where they are going.

We lead toward something or away from something. We followers depend on leaders for direction. In times of change, the end destination may not be absolutely clear, but the leader must communicate that which is clear.

“We seek the land of milk and honey,”  – a place we can call our own where we can raise goats to have kids and keep bees. That is the vision Moses communicated to nomads wandering the desert for forty years.

“Pipes, people, profit, in that order,”  an oil field leader’s values as guideposts.

We want them to inspire us.

Leaders attract followers. They may do it with an exciting vision.

“I have a dream that my four little children will one day live in a nation where they will not be judged by the color of their skin but by the content of their character.”

We want leaders to express our shared values.

Ray Dalio, founder of Bridgewater Associate, the world’s largest hedge fund and Bob Chapman, CEO of Barry-Wehmiller, a global supplier of manufacturing technology and services, may be entirely different as men. They do have one thing in common. They each designed consistent organizational cultures based upon their values.

Ray Dalio and Bridgewater Associates (BA), believe in “radical truth and transparency.” The culture, as described in Dalio’s book Principles,” insists on open, honest feedback, at any time by anyone to anyone. BA keep data on individual success and failure available to all, and has created systems of real-time evaluation of people, in meetings for example. They use data to drive emotion out of the workplace.

Bob Chapman and Barry-Wehmiller (BW) believe in “the extraordinary power of caring for people like family.” The culture, as described in Chapman’s book Everybody Matters, also values direct and honest feedback and doesn’t tolerate gossip, but they strive to do it with emotion, caring.

Stock trading and manufacturing equipment are different business. Dalio and Chapman are likely different men. Each company hires people and leads them based upon the leader’s values. The values are different and likely the people they hire are as different as the leaders.  Both leaders understand the importance of shared values.

We want decisive leaders.

We say we “trust a leader’s judgement” (or we don’t). That doesn’t mean we agree with every decision. That means the leader has made the facts and the process transparent, so we understand how the leader came to the decision.

Decisiveness isn’t always what we want. “He is frequently wrong, but never in doubt,” doesn’t describe a leader that many would follow.

Sometimes we want leaders who allow us to make decisions.

We want leaders who share all the information we need for us to decide even when we ask for them a decision. I once had a boss who used to say, “I’m of two minds on this subject. . .”

“. . .  on the one hand a low introductory price may clinch the deal. On the other hand it sets the tone for future business and we may lose out in the longer term.”

Making the trade-offs explicit helped me make the decision.

I tried this with my kids with less than ideal results “OK, Pop, what does Mind #1 say. . . And Mind #2? Any other minds in there?” (One of the downsides of being a wiseass is that you inspire the same quality in others.)

What about the true dilemma?

These may be ethical decisions. Or they may be decisions where there are no good choices. Or they may be decisions that will change everything and from which there is no going back.

To make tough decisions, I have been known to write balance sheets  or weighted priority matrices. This is especially useful for joint decision making.

It is worth knowing that some people dislike this mechanistic form of fact-based decision making.  To folks who make decisions by comparing outcomes to their deeply held values, writing down values, or worse applying quantitative weighting one against the other, seems like trivializing their values..

Sometimes discussion about the greatest good or least harm or greatest equity with notes not a matrix, overcomes this objection. Sometimes you just have to ask, “How would you make this decision.”

Dilemmas, decisions with equally good or equally bad outcomes, are hard. Intractable conflicts are hard, manufacturing vs. sales, activists vs. business, economic safety net supporters vs. those who believe that a safety net encourages indigence. Framing those differences as cartoon angels and devils isn’t helpful. The implied value judgement escalates the situation and makes the decision harder. But is their something such a simple dilemma might teach us?

“I know I really should. . . , but I really want to . . . “

There’s the voice that wants the ice cream and the voice that hates the number on the scale the next day. Some would say this is an easy ethical dilemma,

“You definitely should not eat the ice cream.”

“Come on! You’re 75 years old. Enjoy yourself!”

Two voices, not an angel and a devil on opposite shoulders, they are both me

Acceptance of each voice is the first step to integration or unification. I mostly have this dilemma in a unifying equilibrium. Ice cream two days a week.

Is this how we get off the horns of the dilemma? Acceptance, integration, compromise?

The horns of the ice cream dilemma are goring only me. Two voices. “I’m of two minds.” Other dilemmas, business ethics, political conflict, international diplomacy, have multiple voices. How could we decide until we have heard and accepted them all? “Any other minds in there?”

We expect our leaders to have the wisdom of Solomon.

“It’s my baby!”

“No, It’s my baby!”

“Cut the baby in half!” decrees the king.

“No! No! No! You take the baby!” cries the real mother.

Is expecting the reincarnation of Solomon an abdication of our own responsibility to discuss, accept, integrate, unify, and compromise?

 

“I don’t know?”

What do you think?

Ancient Trusted Advisor Tales

Ancient Trusted Advisor Tales

Everybody wants to be a star

My brother-in-law was an English teacher before he went to the University of Virginia’s Darden School of Business for his MBA. He was hired by Cooper’s & Lybrand as a consultant. He soon went to Indonesia putting a management accounting system in the state-owned oil company.

Somehow I developed a mental image of consultants, well-dressed wisemen whispering the answer in the CEO ‘s waiting ear. Youthful fantasy!

It is a fantasy that persists for many consultants in the form of “The Trusted Advisor.” The Trusted Advisor is the title of a best-selling book by David Maister, Charles Green and Robert Galford. I frequently recommend the book to mid-career consultants. It is excellent, but I suspect that one of the reasons it sells so well is that “everybody wants to be a star.”

Deep down consultants imagine themselves like Thomas Becket advising Henry II or Robert McNamara advising JFK, despite that neither of those examples worked out well.

The trusted advisor role is an archetype in many cultures. Let’s look at two stories, Joseph, the advisor to Pharaoh in Genesis in the Bible, and Merlin, the magician of the King Arthur stories. Maybe these tales can teach us something about the trusted advisor role.

Joseph with the Colorful Cardigan

Disclaimer: This is a story about how God takes care of the chosen. It is a central story to both Judaism and Christianity. Apologies to the faithful for my sardonic style. I mean no disrespect.

Joseph was the youngest of twelve sons of Jacob, Israel’s patriarch.  Joe was Papa Jake’s favorite and his brothers didn’t like him much. He was a spoiled tattletale, who got the “coat of many colors” and then there was the whole dreaming thing. He interpreted his dreams for them “my sheaf of wheat is rising above eleven others,  my star is rising above eleven others: you all are going to bow down to me.” Sibling rivalry being what it is, the older bros sold kid-brother to a passing slaver bound for Egypt.

In Egypt, slave Joseph seemed clairvoyant about markets and his master, the merchant Potiphair, prospered. All was well until the merchant’s wife took a fancy to Joe. He demurred, she got her husband to throw Joe in the clink as revenge.

In prison, Joe used his dream gift predicting that a baker would be executed and a butler freed.

Then the Pharaoh had a nightmare and the usual viziers were stumped. Then the butler said, “funny story. . .There is this Hebrew, I met in jail. . . .”

Joseph listens to the monarch’s dream, seven lean cows devouring seven fat cows – and in case you didn’t get it – seven ears of corn devouring seven ears of corn on another stalk.”

Joseph predicts “there come seven years of great plenty. . . after them seven years of famine.” Joe recommends one of the first recorded supply chain inventory management projects and the Pharaoh puts him in charge of implementation. They save twenty percent of Egypt’s corn and grain with a well-policed warehousing strategy are sitting pretty when famine arrives.

The story continues, Joseph gets some payback from his brothers, but let’s observe a few facts:

  • Joseph has a gift. (dream reader)
  • He has a track record with the gift. (the baker and butler)
  • He offers a solution (supply chain discipline)
  • He delivers.

Is he a “trusted advisor” to Pharaoh? You bet. And he is well rewarded – big fees and the reward that keeps on giving – his freedom and an all-expense-paid trip home with the family.

Merlin the Mage

Disclaimer again:  The King Arthur myth is not religious per se, but it is a values story, teaching leadership and “democratic” governance in the context of a feudal society. First mentioned in Historia Brittonium in 826 CE, and expanded by Geoffrey of Monmouth and Chrétien de Troyes in the twelfth century, this story has captured people’s imaginations for centuries. I apologize, fellow Arthur-geeks, for calling it a myth.(“Arthur was real, dude” – “OK, sure. Put down Excalibur, – my middle name is Cay remember?”)

We first meet Merlin as a boy called to help King Vortigern. King V is building a castle to fight the Saxon onslaught, but the dang thing keeps falling down. The tranced kid “sees”  a red and a white dragon fighting beneath the castle, “Brittons and Saxons,” says he. Kid-Merlin predicts the “once and future king” and advises King V to move the castle.

Because he “sees” the future, Merlin engineers the conception of Arthur, He disguises Uther Pendragon so he can shack up with Ygraine, wife of Welch King Gorlois. Then he arranges for the inconvenient baby to be spirited away and fostered with Sir Ector’s family.

Apparently Arthur is the kingdom’s most inept squire and forgets to pack foster brother Kay’s sword for the big All Britain tournament, Kay sends him to get it and Lazy-Art comes upon this sword-in-the-stone with a sign on it. He yanks said sword from stone and returns to Kay, smiling “How ‘bout this one?”

“Whaaaat?” says Kay and a crowd gathers. Seems that Merlin had stuck the sword in the stone with magic years ago and placed the sign “Whomsoever pulls this sword from the stone will be the rightful king of Britain” . Everyone says “No, no, no put that back.” Then everyone else tries to pull it out, but nobody can but the kid.

So they all drop to one knee saying “My liege.”

So let’s look what Merlin did here. He had insight that a competitive battle was brewing, set up a leadership succession plan including a leader selection process that everyone accepted. He then became a trusted advisor to Arthur, using his gift to foretell upcoming battles and strategy and recommend decision discussion structures like the Round Table.

The story goes on. Wife Gwen boffs Arthur bestie Lance. Arthur knocks up his half-sister Morgause who’s son, Modred, kicks is Art’s butt. Merlin gets quantum entangled with a fairy femme fatale, Nimue, who locks him in a glass house.  Arthur, mortally wounded, is shipped off to the otherworld island Avalon, waiting to rise again to save us from ourselves – still waiting.

Back to Merlin:

  • He has a gift (clairvoyance, magic)
  • He has a track record with the gift (Vortigern)
  • He has a solution (new leadership, succession, governance process)
  • He delivers

So does Arthur hire him as his trusted advisor? Yeah.

Now here is where the two stories diverge. Joseph is asked by Pharaoh to help and listens. Merlin acts without being asked and does some things we might think a little slimy . I mean the whole pimping out Gorlois’ wife to Uther, setting up an obviously rigged sword-in-stone test. Even though Merlin has Arthur’s and Britain’s best interests at heart, his methods leave something to be desired.

Being a trusted advisor doesn’t mean working your will, or controlling the leader.

Lessons from these trusted advisor stories

  1. What is your gift? These stories make a lot of the gift, Jacob’s dream reading, Merlin’s magic. There has to be something the client relies on you for, knowledge of the market, the ability to see unintended consequences of actions.
  2. You must have a track record of using that gift. Trusted advisor relationships develop over time. You build credibility. Some of that credibility may come from a reference, but mostly credibility comes from helping this
  3. You have a long time horizon. Joseph worked with Pharaoh for nearly fourteen years before his brothers came to buy grain. Merlin was working across generations
  4. When asked, you have a solution. Joseph’s warehousing strategy and Merlin’s succession plan and leadership development were at the ready when asked. Saying “I don’t know”  is healthy; never knowing isn’t. Your solutions can start with a hypotheses to be confirmed or disproved, but advisors should have advice..
  5. You have to deliver results. Joseph built enough surplus to feed Egypt and sell to neighbors; Merlin raised a leader for the hour and suggested governance. This is not a drop the report and run operation, you have to see it through implementation. Most importantly you must do what you say you will do.

What about being a trusted advisor isn’t in these stories?

  • Quiet competence. Both Joseph and Merlin were a little showy. Many trusted advisors I met were soft spoken, took pauses to breathe and reflect before answering. They talked about feelings, “I find that frustrating,” or “That makes me sad [or glad or angry] rather than acting feelings out.
  • Stephen Covey’s Habit #5 “First strive to understand, then to be understood.”
  • Share information. Your information must be timely and accurate especially when that information doesn’t serve your own interests. Don’t hide the bad news and share credit for ideas coming from others.
  • Share your decision process. Advisors are trusted for their judgement. The client may disagree with your decisions, but they must understand how you got there. You never want a client to say, “What? Where did that come from?”
  • It’s the client’s business – not yours. It is coaching not control, growing the client’s  capability not creating dependency. Test the client’s tolerance for financial, business and interpersonal risk.

Becoming a trusted advisor doesn’t happen overnight, but it isn’t reserved for the old and gray. It means knowing a client well and allowing the client to know you as well. It means understanding the client’s business and having value to contribute. It’s not altruism; there is a business benefit for the consultant, but the benefit to the client and the business shows the consultant’s gain to be fair.

Being a trusted advisor isn’t easy, but you don’t have to be a mage or a prophet and it’s good work if you can get it.

 

My Generation

My Generation

“I hope I die before I get old”

Well, that didn’t happen. Not for me nor for Pete Townshend, who wrote that song for The Who’s debut album released in 1965, the year I graduated from high school.

I remember the song, though I was blissfully unaware that it had been banned by the BBC. Apparently it was “insensitive to people who stutter,”

“I hope you all f-fade away (talkin’ ‘bout my generation)

Don’t try to dig what we all s-s-s-say (talkin’ ‘bout my generation)”

I was sure that Pete was a Baby Boomer, speaking on behalf of us all. In fact, I thought, The Beatles, Rolling Stones, Dylan, the Beach Boys and the Byrds were all members of my generation. They weren’t. They were all war-babies, the so-called Silent Generation. Lucky for us, they weren’t that silent.

Baby Boomers found out early, that our generation was unique. There were a lot of us. After the war, people seemed to cut loose and procreate.

Of course we didn’t know that then. I didn’t realize that I was waitlisted for the kindergarten in the basement of the Unitarian church, (public kindergarten was years away). “Nice” Mrs. Green taught forty-five kids and they hadn’t “discovered” ADHD yet.

I was born in ’47, the second year of the Baby Boom and I went half days to second grade so they could run double sessions, while they built elementary schools. I did that again at junior high and attended the first year of the expanded high school.

In high school I heard the “pig in the python” analogy. My generation was so huge that it stressed the system infrastructure at every stage like a mammal moving through the alimentary canal of a surprised snake. They built schools for us and the SAT. College entrance was especially competitive. Summer jobs were hard to find and when we entered the workforce there were two of us for every available job. Now people in Congress want to get rid of Social Security and Medicare and the prices for health care and nursing homes are through the roof.

Did Baby Boomers invent generation names?

My parents didn’t talk about their generation by name. Dad was born in 1904, Mom 1908 and they died before Tom Brokaw started calling them the “Greatest Generation.” If they were alive when the moniker arrived, I doubt they would have used it. “Sure we survived the Depression. What choice did we have?” “Save the world from Fascism and destruction? Well everyone just pitched in. It’s what you did.”

I don’t actually know when other generations got their names, but generation naming has become a cottage industry:

  • “The Greatest Generation” -born 1901-1924
  • “The Silent Generation” – born 1925-1945
  • “Baby Boomers” – born 1946-1964
  • Generation X 1965-1979
  • Millennials – born 1980-1994
  • Gen Z – born 1995 – 2012
  • Gen Alpha – born 2013-2025
  • Gen Beta – born 2026 -?
  • Gen Gamma – born?-?

It seems like we’ve moved to the Greek alphabet, but before you get too comfortable, remember that Greek is built from 24 letters, and before 1978 hurricanes only had women’s names.

The meaning of generations

A client was having intergenerational conflict. Managers, mostly men of the Greatest and Silent generations complained bitterly about “these baby boomers – they expect the world to be handed to them. They don’t work, don’t ‘pitch in’ or collaborate.”

Human Resources discovered a video by a Canadian social psychologist, Dr. Morris Massey, entitled “What you are is what you were when.” I watched it.

Massey’s point was that our values are largely set by the age of seven. So you can understand a generation by studying their environment from birth to seven years old.

For example, people whose early childhood was consumed by the shared US experience of World War II, will have a point of view shaped by war bonds, paper drives, rationing,  fathers away at the front, Rosy-the-Riveter and everyone locked in the drive to win. Londoners who experienced the Blitz will have another point of view, as will Germans from Dresden or Japanese from Nagasaki.

What was going on in your world from birth to seven, shaped your values, your views, and your way of being in the world.

Value shaping doesn’t end at seven. Massey talked about “significant emotional events,” which might be individual like an eviction, but there are also large events that everyone alive shares the emotional impact, the assassination of President John Kennedy in 1963, the attack on the World Trade Center and Pentagon in September 2001. These high impact events often have a shortened name JFK, or 9/11 or the Blitz.

My parents lived through “The Depression.” My mother often said “It really wasn’t bad for us, not like a lot of people. We had the print shop and printed flyers and window cards for businesses. Nobody had any money, but you took ‘scrip.’ We printed for the dairy, got milk scrip that we traded for meat or vegetables, We had the Heidelberg (a four-color press) and printed movie posters. Everybody wanted movie scrip.”

Still the depression had an impact. We children made fun of Mom saving string and folding aluminum foil for reuse. For two weeks in late May our counter had vases full of smelly water from Mother’s Day flowers. :”Don’t throw that out! I’m saving it to water the plants. In Central Florida you couldn’t trust the water would be on and you wouldn’t waste water on plants.”

“Don’t waste it” was such a watch-word in our house that I still grow science experiments in the refrigerator. My wife asks “Can I chuck this now or shall I put it in Tupperware to throw next week?”

Other Generational Influences

Siblings’ values – My older sisters’ stories about wartime rationing led to what my wife calls my “cheap days.”. My youngest daughter is technically a millennial, but identifies as Gen X because of her older brother and sister.

Social class – when I was growing up all Americans called themselves “middle class.” That was nonsense, of course, but unifying in some ways. As I grew I became more aware that some people had more money than me. I’ve met some people who aren’t really aware that some people have less than they do.

I talked with a colleague, who got his first job at twenty-six, about “Rich Dad-Poor Dad” by Robert Kiyosaki. I found Kiyosaki’s points enlightening. He called them “statements of the blindingly obvious.”

Geography  – even in the same country we grow up with different values. These days in the US we notice the differences between rural and city, mid-west and coasts, etc. Some of those values differences are due to sheer population numbers or the kind of work that people do. We call these political differences, but they come from local geography.

My Boomer experience

First let me apologize to everyone who isn’t a Baby Boomer. As I said, we grew up as a generation impressed by our uniqueness. We think we had the best music, best cars, best dances, etc. There is a reason that subsequent generations say to us “OK, Boomer!?”

Second, let me qualify that my Boomer experience is white, “middle class,”  American, in fact, New Englander, “Suburban” experience. I don’t speak for people of color or international background or anyone with substantially more or less money than my family had. My kids grew up in the city and so I know that urban experience is different.

And finally, I’m a guy. I don’t apologize for my gender, but I do understand that straight male experience is not universal.

Here are some generational markers that shaped me:

  • There were kids everywhere. We went outside to play and rarely lacked for playmates. Pick-up games of anything were the norm. I’m still blown away by the concept of a “play date.”
  • We were outside a lot. It was usual to leave the house on a Saturday, eat lunch at a friend’s house and be called home for dinner with a whistle, a bugle or a bell.
  • Wheels ruled – we did walk a lot and run a lot, but after age six or seven everybody rode bikes. They could be old battered cruisers or sleek Raleigh three-speeds. I pre-date banana seats and wheelies, but we rode everywhere. At sixteen though, cars relegated bikes to the garage. Fins and V8s were exciting beyond reason and what other generation had Drive-In movies?
  • Everything was competitive. When I tell people younger than me that I didn’t make Little League, I face incredulity. “Everyone makes Little League.” Nope there were tryouts. And no participation trophies.
  • TV was a shared experience. There were only three channels. There were kids programs in the afternoon, cartoons on Saturday morning and a horse opera (Davy Crocket, Maverick, Bonanza, Cheyenne, Lone Ranger ) every night. Parents watched Ed Sullivan, My Little Margie, Red Skelton, Danny Thomas and Lawrence Welk. And the whole family watched Leave it to Beaver, Twilight Zone, Lucy and the Honeymooners.
  • Patriotism was a real thing we all shared. We were the post war generation. America had won the war. We didn’t know how much the Soviets contributed and at what cost. We believed in the moral rectitude of America. Maybe that began to erode with the anxiety of the Cold War, “hiding under our desks in an air raid drill,” and dinner table conversation about “the bomb.” But before that, before, McCarthy, JFK, Civil Rights, Silent Spring, Vietnam and Watergate, we believed in America. We espoused the idea of America, free enterprise and free speech, a democratic republic, “government of the people, by the people, for the people.” I still do.

Yeah, we Boomers didn’t live up to our uniqueness. We fell for the same lies, destroyed the environment, and ate ourselves to diabetes and heart disease, but my generation disappoints me most when I hear Baby Boomers complain about Millennials:

“They expect the world to be handed to them. They don’t work, don’t “pitch in” or collaborate.”

 “OK, Boomer!”

Leading Where? Exactly.

Leading Where? Exactly.

The X Things Every Leader Must . . .

We’ve all read these articles, “Five Critical Traits Every Leader Must. . .”  “Every Leader Should Do These Three Things.” “When the Chips are Down Leaders  Keep Focused On.. .”

The articles are filled with leadership buzzwords originating in the 1980s. Words like Vision, Empowerment, Empathy, Trust, Walking the Talk, Gratitude, Be the Change are always capitalized, an emphasis convention from PowerPoint presentations, invented around that time.

Heck, I’ve written stuff like that:

“Leaders are accountable for two things, direction – we lead toward something or away from something – and attracting followers. If you think you are a leader, look over your shoulder. If there is no one there, you might just be delusional.”

The truth is that every set of circumstances is different and requires different behaviors, often from a different leader who arises to meet those challenges.

Instinctively, we nod our heads affirming historians who say, “Abraham Lincoln was the one leader forged for the crucible of the Civil War,” or “Winston Churchill was the leader who was needed for Britain at the time. After the war ended his time had passed and Britain moved on, but during the Battle of Britain, during the Blitz, he was the man of the moment.”

We know this. So why do we look for the magic elixir, the three traits or seven actions for every leader? Perhaps because we learn from checklists or crave simplicity; perhaps both.

Abnormal Circumstances Require Different Leaders

I describe the difference between managers and leaders by the conditions each face. Managers get the work done in a steady state. Leaders step up when events move beyond normal, in emergencies like fires, floods, and process safety accidents, and in times of change.

In successful turnarounds, the change CEOs typically come from outside the existing organization.

They are hired from competitors: Lee Iacocca was hired from Ford to turn around Chrysler. Les Moonves (CBS) came from Warner Brothers.

They are turnaround specialists hired from other industries. Lou Gerstner arrived at IBM with a track record from RJR Nabisco and American Express. John King had a series of successful turnarounds in Britain before Margaret Thatcher charged him with the privatization of British Airways and he hired Colin Marshall from Avis.

Sometimes founders who have left the business are recalled as was Steve Jobs at Apple and Howard Schultz at Starbucks.

On rare occasions change CEOs come from unexpected divisions or functions within a company as was the case with Jack Smith at General Electric, and Mary Barra at General Motors.

Outsiders bring a “fresh set of eyes;” founders bring a lost sense of mission. They see the current context differently. Often a change in perspective is what is required.

Leaders Encourage Different Behavior

“The thing about change management,” intoned Dr. Nelson Repenning, Faculty Director of the Leadership Center, at MIT’s Sloan School of Management, “is that nothing actually changes until someone does something different or differently.”

It was a chuckle line intended to open people’s minds through laughter. It seems obvious, which is why this audience of oil executives laughed. It is also profound. A leader wants a critical mass of people to do more of something, less of something or something differently.

The desired behavior is situationally dependent as is the leader’s encouragement of that behavior. If you are leading people to exit a burning building, your “This way, follow me!” sounds different than if you are leading a team creating a game-changing technical innovation.

When do you lead with urgency and passion, and when do you lead with calm patience? Under which conditions would a leader harken back to founding values and when might a leader reject any nostalgia for the “way we used to do things?”

Planning to Lead

Every opportunity to lead is different, depending on the circumstances and the capabilities of the leader. Therefore any plan to lead is specific to that context.

Non-commissioned officers who are suddenly called to take charge on the battlefield, workers who step up to save lives in an emergency, or department heads redeployed on change teams do not have the same planning luxury as generals, engineers, or CEOs, but everyone can plan, even if some must be “on the fly.”  It all comes down to a few basic questions:

Why?

I saw Simon Sinek’s famous Ted talk toward the end of my change consultant career. For years I advised leaders to make the “compelling case for change” and say that “going back was not an option.” Sinek’s “Start with Why” message was simple and straightforward. He advocated respecting people and rationality explaining  the “why” change before the “what.”

A simple model of change is Insight-Action-Results. We take in new information, decide new actions and achieve results. Many things can go wrong in this process, but change can’t begin until people don’t share the “why.”

Back to my burning building example of leadership, “The building is burning, there is one exit still open. This way. Follow me!” is more effective than “This way, follow me.”

What? How?

For some types of change, the why and some objectives are all that is necessary. Smart people, closer to the work will figure out the what. For others, more specificity is required

The objectives might specify desired results, or desired actions, or detailed procedures. Sometimes further guidance is given, “Be safe,” “No spills, no injuries to people or damage to the environment.”

Who?

In his book Good to Great, Jim Collins recommended first deciding “who is on the bus,” who was up to the task, before embarking on the change. In post-merger integration picking the right skills, knowledge, and relationships for a combined organization could be contentious, but it facilitated consolidation. “It’s hard to work until you know you have a job.”

The danger is that a leader will pick those they know or the “agreeable over the competent. “Sometimes that “argumentative maverick” truly has better ideas; sometimes that person is just hard to work with.

When?

Time horizon is critical. If bankruptcy looms, speed is more important than the pristine solution. Business is often driven by the “time value of money.” A “hamburger today” is worth more than “a dollar next Tuesday.” (Apologies to the Popeye comic strip character and the British Wimpy burger chain.)

Unfortunately, the need for speed hinders imagining unintended consequences of our actions. Roger Smith of late 1980s General Motors correctly assessed the low cost threat of Japanese automotive production. He authorized the purchase of many assembly robots and closed poor performing plants. He greatly underestimated the reaction of workers, unions and communities. He gave rise to Michael Moore, the filmmaker whose debut film “Roger and Me” about the devastation of Flint, Michigan when the GM plant closed, has been a thorn in GM’s side ever since. Moore went on to be a thorn in politicians sides too. Unintended consequences can’t always be anticipated but failing to try isn’t the answer.

Preparing to Lead

In my thirty-seven years as a change consultant, I conducted many leadership development workshops. These “training” programs were often like bugles, sounding the alarm, signaling the “charge.”

We explained the “why” of the change, and began to plan the “what.” These workshops were rich in context, specific to the change faced and leaders’ actions. Sometimes we framed actions with those leadership buzzwords, Vision, Urgency, Empathy, Walking the Talk, etc. However they were always specific the change. British Airways was about customer service and profit, GM was about reducing vehicle or platform cost, BP was about process safety improvement.

At one of these sessions a workshop participant asked,

“I understand that these traits and behaviors will help us get out of our current predicament, but are they the same as what we would need to do to avoid getting into this pickle.”

I was taken aback and don’t think I answered his question, which was really “what development would be required for leaders to avoid this kind of gut-wrenching, company shaking change?”

The answer I might give today is that leaders must be steeped in the context that they will lead, but they must be able to anticipate change.

That means they must

  • Constantly scan the environment for causes of change .
    • Competitive activity,
    • Technological innovation,
    • Changing customer, supplier, worker values.
  • Become skilled at the three types of change
    • Improvement, doing things better
    • Innovation, doing new and different things,
    • Integration, making sure that people across the organization adopt and adapt to new and different ways together.

Some societies train their future leaders. Romans trained their leaders in the military, as have many societies before and since.

The ancient Greeks trained city state leaders with classes by philosophers in debate and oration. Selected leaders were invited to the Eleusinian Mysteries, a death-rebirth ritual from the Persephone-Demeter-Hades myth symbolizing Winter to Spring. The mysteries are lost, but archeologists found ergot fungus (LSD) and psylocibin (mushrooms) at the shrine in Eleusis, so it was either psychedelic introspection or one heck of a party.

Now humanity faces some profound challenges,  including responding to climate change, and avoiding unintended consequences of new technologies like artificial intelligence.

How can we develop leaders and ourselves to be up to these challenges?

Leading where? Exactly.