Heaven Knows I'm Miserable Now

Disappointment is a tough emotion.  There isn’t a way to avoid it.  If you’re going to work for a living, attend school or have any kind of relationship, then disappointment will come. 

I recently saw a story about a boy, Walker, who broke his arm and was in the hospital to address the situation.  When Walker awoke, he saw that he broke a bone.  Instead of dread and disappointment, Walker couldn’t get over his excitement in having a cast.  He began to ask everyone in the room if they’d seen his cast.  He was elated in the difficulty (okay,, the drugs helped, but...).  How much is Walker teaching us about approaching annoyance, inconvenience, frustration?

In human resources, we’re asked to deal with many annoyances.  We are to point others to a better (not bitter) way of handling emotion and its impact on work.  This isn’t to belittle the true feelings that someone may have, but rather to enable a healthy perspective.  The disappointment felt can be crippling to some.  We can draw on our own experiences to help guide others.

When a new problem enters my life, do I ask others in pure joy if they see this opportunity given to me, as Walker did with his arm?  Do I present it as a privilege?  This isn’t about positive self-help crappola (that’s Italian for “crap”).  It’s about dealing with two realities – people and opportunities to grow.

Growth is easier.  Think about the disappointments that you’ve experienced in life – lost jobs, bad relationships, financial struggle, even death.  What did you learn from each of those experiences?  While I don’t wish any of those situations on anyone, I am sure that there was an opportunity to grow in action, consideration and relationship. 

A proactive approach to an unwelcome reality takes discipline and effort.  I can choose not to learn anything from the situation in front of me.  I can choose to sit in a corner and weep.  I can choose to remain in that corner for days, weeks, even if not literally.  My spirit sits crushed inside of me and I accept the victimization.  Well-intentioned people get hit with life and all that it has to offer.  I have watched some rise to the occasion and some fall to the wayside. 

In business, I have sat with executives who’ve lost everything.  I have cried with staff that I had to reduce.  I have packed boxes for companies that had to close.  I have been to the funerals of co-workers who died suddenly, leaving young families behind. 

Expectation setting is one of the hardest mechanisms against disappointment.  This is where the people component comes into play.  I know that I have disappointed others and I know I am not done disappointing.  It’s not that I intend to do so, but the expectations of others are not ones that I can control.  Some have expected me to fail, and I didn’t.  Some have expected me to soar, and I didn’t.  In both situations, disappointment was there.

Am I adding to that disappointment by fueling such expectations that others have for me?  Is it okay for me to address what I think others expect?  If you want to mitigate disappointment, then absolutely yes.  Walk into a team meeting and let others know what you’re sensing for expectations around a particular situation.  If they always think you’re to be the hero, is that fair?  Is that pressure yours to hold?  Aren’t you exhausted by all of the balls in the air?

Understand that the personal nature of some of this is very relevant in business.  We project personal feelings of disappointment on others.  When I work with a company that’s being sued by its own employees, it hurts.  There is no denying that, but does that business want to stay in business?  If so, then it cannot wallow in pity and despair.  Get up, understand that the expectations you had for that handful of employees was off, and work to make the company better today.  Direct your energies towards things that will give a return; don't settle for pure emotion. 

Listen, I am a crier (shocking to some, I know, but true).  I am a sucker for an emotionally charged commercial…where are the tissues?  My sensitive heart busts through my chest sometimes.  But that emotion may not be just about sappy sentiment, but also real disappointment and anger based on what I am seeing.  Previous experiences get brought to the surface based upon that movie, show or commercial.  I make connections in my mind.

These emotions and responses are mine to control.  Similarly, in work, I cannot expect a positive outcome if I project my disappointment on others. “Oh, if only so-and-so wasn’t here. It would so much easier to deal with work.”  Really?  Why give this person so much power in your life?  Why did you think you could expect a certain behavior from “so-and-so”?  Whose fault is that?

You should not desire to be a stumbling block to anyone, but know that it is likely to happen, as it has previously.  Intention is fine, but the reality as to how others respond cannot be overlooked.  Disappointment is going to happen.  It’s about how you will deal with it and what it does to your life.  Existing is no way to live.

Manage your expectations of others and know that there are certain things in life which are going to happen.  Death, taxes…and disappointment.  Rise above and use it to fuel health in all facets of your life.

Rocky Mountain High

There has to be a better way to handle inspiration.  Doesn’t it seem that at times we ride this escalator to the top of the mountain only to tumble back down from a strong gust at the summit?  The efficacy of the inspiration stalls; it’s predicated upon circumstance which we know changes frequently. 

How many Hoosiers, Miracle, Rudy, (insert one of a zillion other movie greats) speeches can we give?  Those speeches are delivered at a moment in time.  Our desire is to make that moment last when we know it cannot.  That’s why it’s a moment.  It’s why The Mighty Ducks 3 isn’t as inspiring as the first (C’mon, you weren’t inspired by the first one?)

Effective inspiration consists of a deliberate balance between moments and the cultural training that occurs as a result of those moments.  Cultural training?  Yes!  Everyday, leadership instills an understanding of how things are, ought to be and will be.  Leaders deliver unspoken words of “don’t touch, don’t ask, don’t even think about it” as much as they deliver “please do, please ask, please engage.”  The context becomes clearer to employees as to when those messages are applied.  A culture then develops through the understanding of what can be and who is demonstrating “right” behavior. 

When we deliver inspiring thoughts and a call to action, we do so in the context of the culture.  If we say “Let’s go get ‘em” enough but are unable to “get ‘em” then we deliver a message that cannot be met.  Failure is okay; repeated failure means it can’t be done or you’re not the one who can do it.  And so, culturally, if we tell our team to keep going despite the inability to reach, we show that we don’t know our people, process or product.  The inspiring words are foolishness.

I find myself consistently saying “Know your audience.”  Inspiration is lost on those who’ve heard it before and seen no action.  If, as a leader, you don’t realize the attitude in your culture, then no one is following you.  How are you a leader?  There is no influence happening.

Our intention to motivate is real.  Ultimately, we want employees to be inspired to greatness (if you don’t, you should seriously think about changing careers or changing your attitude, bearing in mind that changing roles still brings your attitude with you).  We have a workforce that wants to be the hero.  We can inspire them to that with messaging, tools and process that set them up for success. 

Inspiration becomes emotionally charged very easily.  That trap is attractive.  It’s feelings-oriented and it presents itself as effective in that moment.  We’ve all done it in our attempt to encourage and push. 

Let’s change the perspective and work to change culture through appropriate cultural impact.  Are competencies there?  Are processes ready to handle the effect of inspiration?  Is messaging consistent and thoughtful?  Simply, again, are we setting others up for success?  That’s what is truly inspiring and will give a return for quite some time.  Go Ducks!

(You Better) Think

by +Victorio Milian  

"Looking back, the thing that's really impressive is that here were these leaders running the Civil War, and people...had time to meditate on the day's events...They weren't multi-tasking; they had time to reflect. It's a luxury many leaders just don't have today, and that's a real loss."

The above quote is by Doris Kearns Goodwin, author and historian, in the April 2009 edition of the Harvard Business Review. The entire article is great and this quote struck me in particular.

I'm a knowledge worker. My job involves utilizing large amounts of information and making decisions that support the goals of the organization I work with. Some are straightforward while others requires a fair amount of analysis and consideration.

When it comes to strategic initiatives, it can be all too easy to go with what worked in the past, without considering how it may impact the present. This is where the danger lies. Considering the fast paced world most of us live in it's important that we take the time to reflect on what we do and did, both professionally as well as personally.

It's also important that these reflections be recorded. I know that sounds obvious but think about it--how much of your organizational member's unique knowledge is accessible--to other staff, vendors, and partners?

For example, in a former role I managed the annual update to the employee handbook. My partners and I made policy decisions that impacted thousands of employees. It was also my responsibility to communicate what changes had been made and why. Part of the strategy in accomplishing this was by saving the previous drafts of employee manuals that were created over the years, along with a supporting notes and communications generated. As a result, we became much better at determining which policies were effective and which weren't.

Having these reflections on record also help to preserve and perpetuate an organization's unique culture, which is often underrated and should not be taken lightly. I know that many people argue that a job's a job, but all things being equal, people tend to choose organizations that reflect their professional or personal values.

Another way to look at it is like this--if your top talent got killed tomorrow would their best practices, leadership decisions, etc., die along with them? It's morbid, I know, but I'm trying to make a point. This is why when Steve Jobs took a leave of absence in 2009 people started to wonder if it signaled an end of an era at Apple (as well as rattle shareholder confidence). When employees who represent the best of a company's values and vision leaves it can have an effect on morale and productivity. Preserving their output for others to access helps to minimize the loss of critical resources.

Here are a few suggestions on being better at self reflection:

• Set aside (idle) time for yourself. Too often we use what little free time we have to do more stuff. Give yourself time and permission to do nothing, within reason. And stick to it the same way you stick to your other commitments.
• Stay healthy. Numerous medical studies show that a good diet and regular exercise have a positive impact on brain functions. It also helps with stress management, making it easier to think more clearly.
• Write it down! This is the one I struggle with the most. I'll have a great idea and by the time I'm ready to implement it I've forgotten the most crucial elements (Doh!). So now I carry around a pen and a notepad to jot things down in the moment. It damages my street cred but it preserves my thoughts.
• Promote and utilize collaborative tools within your organization. Wikis, blogs, and intranets are some of the tools that may be used by organizations for capturing its members knowledge. It's important that they're easy to use and are supported by top management.
• Share. Aside from colleagues, you should try to speak with those outside your normal comfort zone. Remember, you're responsible to all stakeholders. Being able to effectively explain yourself to them (and vice-versa) will only benefit you.

If you want to continue to make quality decisions then take the time to reflect and share this insight with others. Without it you could be missing important opportunities for yourself and your organization.

Trouble

Tuesday nights at 8:30, you would find me on the living room floor, eating a bowl of cereal, watching “Laverne & Shirley.”  That was my routine for years as a kid.  That show would crack me up.  These two women would find themselves in all sorts of situations, that were often caused by them.  The remainder of the show would be about how they would unravel the trouble.  The classic misunderstandings, assumptions, over-promising and poorly defined expectations filled most of the plotlines. 

Sound a bit like work?  Think of the trouble caused by misunderstanding, to start.  Often, I hear the following:

• I didn’t know that was what he was asking me to do
• Wait, you meant for me to do that this week?
• I think my boss is trying to make me look bad on purpose
• How can I be expected to do anything more? No one knows all of what I do

Lack of clarity around process, personnel and results often find themselves into our daily  “issue board.”  You know, that growing list of concerns or problems brought up by misunderstanding.  Think of the extra meetings you’ve had to bridge the gaps towards understanding.  Lots, right?

I recall one particular time where I calculated 15 hours of my 40-hour work week spent on meetings I had not planned on having in order to mediate the trouble that was brewing surrounding misunderstanding, unrealized expectations and a general lack of grace towards each other.  That was 37.5% of my work week.  Productive?  Maybe.  Could it have been avoided to begin with?  Much of it could have been.

I know that there is much to learn through situations like this.  The “a-ha” moments usually come when someone, who has worked himself/herself into a tizzy, finds out that the “facts” he/she thought were off and it causes a reconsideration of how information is gathered and processed.  It’s a beautiful thing to watch.  And yet, if you find yourself in multiple situations like that, doesn’t that show more of a systemic issue?

Trouble is a difficult culture to break through.  There are some companies that love it.  They thrive on unhealthy relationships, difficult processes and a sloppy organizational design.  That’s not a dramatic statement.  Considering the amount of books, articles and workshops on dealing with toxic co-workers, difficult bosses and a separatist board of directors, it’s very reasonable to see that many companies must swim in this description and many of us deal with this on a regular basis.

As leaders, we ought to be proactive to thwart trouble before it begins.  We can offer direction on process, wisdom in relational dealings and passion behind seeking resolution directly.  It’s not meant to be emotionless, but it’s often the case that a culture allowed to be too emotional can end up being crippled by those emotions and fall short of the mission.  We can encourage folks to move beyond such short-sightedness.  The feeling is not where the prize is found; it’s in reaching the goal.

Consider marriage.  The wedding itself is a fun day.  It’s a party!  There is much to love and feel good about; however, the marriage itself is the goal.  Emotions won’t be in the same sphere each day as compared to the wedding.  If the marriage is based on the desire to feel the way they did on the wedding day, the marriage is doomed.  And so it is with business.  Not every day is the first day of work; not every day is the first sale made; not every day is the holiday party.  In between are days where a lack of clarity, issues around process and general trouble can occur.  Taking a proactive stance to thwart such problems and to add value to the communicative process so that others can perform it without you is our job.

Open the dialogue, call others to a higher standard and bring issues out into the open with the purpose of educating, diffusing and moving on.  Trouble festers if left unattended.  Don’t let it happen.  You can make such an impact.  I mean, if Laverne and Shirley were able to do it in a 30-minute time slot, I have faith that you can get it done in a timely manner.  Sclemeel, schlemazel, hasenfeffer incorporated to all!

The Reason

by +Matt Bagell 

(Financial Contributor for Humareso)

As a financial planner, I run into the same question all the time when talking to a business owner, hr specialist or controller.  Which retirement plan should we set up for our company?  They always seem to be leaning towards a solution but are not sure what the full details are with regard to the various plan options.  

You just need to know one simple thing; what is "The Reason" for creating one for your company.

Let's face it.  Some business owners are extremely interested in putting a lot of money away for retirement and taking advantage of as many tax deductions as possible.   In a perfect world, a business owner could do this while receiving a tax break from the government at the same time without limitations.  Unfortunately, there are caps to what you can do and it depends on what plan you choose.  On the other hand, a business may be solely focused on enhancing the benefits they are offering to their employees.  The company may see a retirement plan as a way of keeping their employees around and also attracting new ones as well.  

I could bore you with all of the details that go along with a SEP IRA, Simple IRA, and 401k plan but if anything else you have to first realize that these plans allow contributions to increase to a level much higher than an individual IRA.  In 2015, the traditional IRA contribution limits are $5,500 and $6,500 if age 50 or older.  The limit allows for a decent contribution but a business retirement plan such as a SEP IRA allows for contributions up to $52,000 in 2015. Now that is a huge difference.  If you put that amount against a 30% tax bracket, you would receive over $15,000 in tax savings in just this year alone. If your company has many employees or is likely to grow, a 401k/ Profit sharing plan might be more suitable.  You will have the flexibility to decide if you want to invest more or less each year and can limit the benefits provided to the employees based on actuarial testing.  

There are many factors that affect how a retirement plan will work including the age of employees, the number of employees, the salaries of employees and the contribution amount of the employer(s). This is why a decision should not be rushed.  A Simple IRA plan, for example, does not allow for higher contribution limits compared to other business plans but the out of pocket cost is less for the employer to set up. 

Retirement plans are great ways to really improve your company.  The business owner(s) can really take advantage of putting money away and the employees are also set up to come along for the ride. Think about it. When else does the government hook you up with a discount on taxes for saving your own money. By the way, they also let your money grow tax free before withdrawals. Not a bad situation if you are able to contribute steadily throughout your working career.

So, first start with "The Reason" you are considering a plan. From there, it will be a lot easier to figure out what fits your company's needs.

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