Sunday, March 4, 2012

Academy Business Leaders

A great friend of mine has started a website called AcademyBusinessLeaders.org. He describes the site as,"an online database of business leaders who graduated from The U.S. Air Force Academy, The U.S. Coast Guard Academy, The U.S. Military Academy, and The U.S. Naval Academy."

The venture is rather new but he has started by featuring service academy business leaders in summary posts or more intimate interview style posts. I think it is a cool concept that could prove very valuable to the service academy graduate network assuming it continues to grow.

I feel lucky to have been featured this month in an interview style post that is focused on my non profit leadership work and my transition from active duty into the corporate world. I have included the post below but do yourself a favor and check out AcademyBusinessLeaders.org.

1. Describe the non-profit you started and how it impacts the community. 

I started a non-profit called Checking For Charity while I was serving in the Air Force in New Jersey. Checking For Charity is a non-profit that is dedicated to changing the world through competitive hockey events. A little ambitious? Yes. But we believe that change in this world starts by creating a small movement of passionate people with a common goal. Our Goal is to Assist! Our unique hockey centric approach is designed to raise as much money and awareness as possible for charity while putting on the most professional and competitive hockey tournaments. 

Each team that enters a Checking For Charity tournament picks a charity that is near and dear to their heart. All the proceeds from the tournament entry fees, corporate sponsorships, personal donations, merchandise, raffles, etc are put into the greater Checking For Charity pot. Each team/charity that is represented is guaranteed a percentage of that pot just for participating in the tournament. Each team/charity has the opportunity to increase their percentage depending on where they place within tournament play. Our unique format incentivizes everyone involved to raise as much money as possible as well as putting in the most competitive team possible. Our non-profit impacts the community in a few different ways. First and foremost, it empowers hockey participants to contribute to worthy causes through the game they love. Players can contribute to something larger than themselves through a fun and positive outlet. Secondly, we help the community by serving as a catalyst and a multiplier. We allow individuals, teams, volunteers, and corporate sponsors to have a much greater positive impact on the causes they value than they would individually or by donating to an individual cause. We also allow the participants to choose the causes they wish to support. Often time’s people are naturally funneled into donating time and money into the same few well established and recognizable charities. Nothing against well established and recognizable charities, as they undoubtedly serve great causes, but our charity allows the participants to contribute to local and/or more specialized causes. There are many people out there who are looking for the kind of vehicle that provides real choice and control while capitalizing on the multiplier effect the tournaments provides. Lastly, our charity impacts the community by promoting culture change amongst our citizens. Our charity proves that you do not have to be an extremist to be a positive contributor to this world. You do not have to dedicate your life to a certain cause to make a difference. We show through our model that you can be a model citizen while playing hockey, drinking beers, and barbecuing with your friends. You can be a contributor through the power of choice, the choice to participate in a movement like the Checking For Charity movement. For more information please visitwww.checkingforcharity.com. 

2. How have your experiences in the Air Force helped you succeed in the business world?

I recently wrote a blog post about this very question (http://badskiblog.blogspot.com/). Although it was more targeted towards my current position than succeeding in the business world in general the same themes hold true here.

Systemic Challenges: One thing that I learned in the military is how to operate in challenging and ambiguous environments. Throughout my career and most notably while serving in Iraq, I encountered challenges that did not have a textbook answer. There was not a clear cut best solution...or a solution at all for that matter. There were too many unknowns, too many interests, too many interconnected subsets, and too little time to easily solve problems. In the military you are forced to confront challenges that are spread and interwoven throughout a complex system. I see the same type of systemic challenges represented in the business world. Military veterans should not discount the soft skills they have developed that help them navigate and overcome these types of challenges. 

Execution: I am, admittedly, probably more of an idea guy by nature than a down and dirty details engineer type. I am energized by strategic thinking and collaborative brainstorming. However, I crafted my ability to get things done in the military and that is something I will always be grateful for. Now I am in essence getting paid for my ability to get things done as well as my ability to help other people get things done as a consultant in the business world. It is a challenge and I am constantly learning but it is exciting and fulfilling as well. A military force that can rapidly work its way through the planning/decision cycle to execute will have a competitive advantage over its enemies over time. My sense is that companies benefit from a similar (albeit less combative) approach in the business world. Going from idea to execution faster than your competitors is a critical competitive advantage over time. I feel that my military career helped me to realize the importance of executing over all else and that mindset alone is a differentiator amongst many corporate peers. Think Patton – “A good plan violently executed now is better than a perfect plan executed next week.”

Leading Change: As an officer in the Air Force I have sat through a few leadership presentations in my day. In fact, my undergrad experience at the Air Force Academy was almost entirely centered on character based leadership training. In hindsight, a great number of those sessions drifted into discussions about leading change. The military isn't all about following orders as many like to think. And although as whole the military machine may be categorized as a bludgeoning bureaucracy of sorts, in smaller pockets the most successful units/organizations are all about leading and implementing change. The business world is no different. It is the organization or individual that can consistently lead change that will consistently win. My military experience helped me, in theory and practice, to lead teams through change initiatives.

3. Do you have mentors, and if so, how have they helped you develop as a leader?

I have had relatively few “formal” mentors in my AF career and my post AF career. I have found that the formal mentors probably served the least value towards developing me as a leader. I think the best lesson I have learned with regard to mentorship is that you can learn from everyone and if you approach even the most challenging personal and professional relationships with that frame of mind you will always be developing as a leader.

Additionally, I have learned the value in seeking out mentors before you “need” them as a mentor. Relationships are always a two way street and mentorship is no exception. Focus on creating a valuable relationship and interesting exchange with someone versus seeking out someone for the specified value you can extract from them to benefit your current needs. Ironically, this can feel a bit uncomfortable at times because you are taking action without a focused end state in mind. But the end state should really just be consistent learning and growth.

A lot of people associate mentorship with one person being senior or providing more value to the relationship than the other. Those mentors are valuable but do not discount the value peer mentors can provide. As a whole I would say that I have learned more from professional peers, teammates, friends, and family than senior professional mentors. Hopefully a few of those peers have learned from me as well.

4. What advice would you give other service academy graduates looking to transition to the private sector?

Strategically: Know yourself. Learn what you want out of your life. Not from a career perspective or a personal perspective but from a holistic perspective of the way you want your life to play out. The days of work life balance are gone. The name of the game is work life integration and happiness is the ultimate goal. Make every decision from separation to new career selection with your life goals in mind and continue to learn and grow as you pursue those life goals. Most importantly, never look back and enjoy it.

Tactically: Learn the value of networking and how to effectively network. This ties in directly with our discussion of mentors. The private sector is comprised of companies, companies are comprised of people, people interact by establishing relationships. Relationships were the only thing that worked for me in my transition. I focused on creating and building relationships and that eventually landed me in a career path that was a great fit for me. As service academy graduates, we are a bit spoiled in the sense that you essentially know everyone at your institution. If you don’t know them personally you know someone who does. Transitioning to the corporate world you should be attempting to create that reality for yourself again. You need to create a network where even if you don’t know someone, you know someone who does. If you are not utilizing LinkedIn as a tool to facilitate this kind of network building you are behind the curve. 

5. What is one of the biggest obstacles you have had to overcome while transitioning from Active Duty to the business world?

At the risk of sounding like a whiner, I would have to say that one of the biggest obstacles I had to overcome was other people’s ignorance and stereotypes. I moved back to Portland, Oregon which is not an area with a large military contingent. There were a lot of misperceptions about what a military guy had to offer. But that is the nature of the world I guess. We all have our preconceived notions and biases based on our experiences so when it comes to transitioning it is best to recognize that you will encounter the same things from other people. What makes that obstacle even more challenging is the humble nature of veterans. We come from a world where you don’t talk about yourself, and when you do it is uncomfortable. When you are trying to convince someone, who most likely has strong judgments on what you are all about, that you can add value to their organization it does not pay to be humble and uncomfortable when talking about yourself. Learning that lesson was a long and hard journey for me. What really helped was focusing on establishing relationships where I could speak with candor. When you focus on building relationships versus honing your ability to sell yourself the stereotypes are broken down naturally over time. That person then becomes your bridge to an opportunity, to another relationship, or they become a full blown advocate for what you are all about. Worst case scenario you have established a new positive relationship. You really can’t lose.

6. What piece of advice would you give to a young person thinking about starting their own non-profit?

I would give three pieces of advice for someone thinking about starting their own non-profit. Firstly, I would say that non-profit is not a dirty word. I never thought I would start a non-profit but my life journey led me to a place where I almost fell into creating my own non-profit. Non-profits have their own unique challenges and nuances but as a whole to be successful you must approach starting a non-profit as you would approach any other business endeavor. Don’t run away from the opportunity just because there aren’t opportunities for monetary spoils!

Which leads to my next piece of advice; your reward is knowledge. The reason I decided to start my own non-profit was to gather real world business leadership experience while I was still in the military. I had to navigate the challenging startup process and mobilize a motivated team to bring our concept to fruition. The rest of the world may not see the non monetary value that you will undoubtedly receive but who cares. If you are truly striving towards achieving your life goals then personal development is an enabler that must serve as a foundation for your efforts. My experience in less than four years of non-profit leadership will undoubtedly pay dividends for the rest of my life, not mention the fact it is extremely gratifying and fun.

Lastly, I would say that you cannot be your 501c3. Rhyming aside, I think a lot of people feel that they need to be consumed by a higher calling to get involved in a non-profit. They almost feel like if they aren’t dedicating a massive amount of time and effort to the cause they are faking it or something. I think nothing could be further from the truth. I was Active Duty when I started my charity and I work full time as a management consultant now. I don’t have the bandwidth to dedicate countless hours to my non-profit and still maintain an enjoyable family life. There is nothing wrong with that! I went into my non-profit journey with systems creation in mind. I wanted to create a system that was great, not an organization that “pumped my own tires” or showcased how great I (thought I) was to the world. I created a system that would raise money for charity with minimal effort. If we signed up four hockey teams to play in a tournament without any bells or whistles we would raise money. I then set to getting great people involved to take that system from one that makes money with minimal effort to a system that is something special. Our last tournament had 25 teams in 3 divisions, a beef and beer event hosted by hall of fame NHL’ers, a puck shoot to give away a car, and many other exciting features. All those extra features were more money and awareness for charity, a better tournament experience for participants, and they were all powered by great people and a calculated business system. If your non-profit is centered around you then you are in it for the wrong reasons and you won’t last. You will burn out! Create a system and mobilize a highly motivated and character group of people around the vision and you will be amazed where the endeavor takes you. 

Thanks for giving me the opportunity to contributing to academybusinessleaders.org. It is a cool concept and I hope it blossoms into a central hub for likeminded service academy business leaders. Please feel free to connect with me via LinkedIn atwww.linkedin.com/in/mattbader27.

About Checking For Charity President Matt Bader


Matt is a 2006 graduate of the United States Air Force Academy where he majored in Business Management and was a four year letter winner and two year captain on the men's Div I ice hockey team. Matt served as a contracting officer in the United States Air Force with stints in New Jersey, Boston, and Iraq before separating as a Captain in September, 2011. Matt currently resides in Portland, OR and works as a management consultant for the Gunter Group. He currently works at Nike World Headquarters as a project manager in the Sustainable Business and Innovation division on a project that is seeking to revolutionize the Nike manufacturing base and the quality of life for it's contract labor force. Matt still actively serves as the President of the nonprofit he founded called Checking For Charity. He is focused on building the success the organization has achieved on the east coast while expanding operations to the west coast in 2012.

Thursday, February 16, 2012

The Power of Context



 
Context is defined as "the set of circumstances, or facts, that surround a particular event, situation, etc."
 
You can gain context by actively seeking it out to frame a situation or you can bolster your situational context through an osmosis like process of consuming seemingly unrelated bits of information and/or experiences. Planning is preparation before you are forced to prepare. Many people see the value in planning for known events and situations but relatively few people see the value in developing your situational context to prepare for unknown events and situations. I view situational context in a similar vain to planning and as I become older, and arguable wiser, I have taken a much more proactive approach in broadening my world view.
 
I remember my days at the Air Force Academy where I would skip presentations given by a wide variety of people on a wide variety of topics because I felt that their presentations had nothing to do with my reality at the time. My reality and their message weren't linearly related and given the demands of academics, athletics, military, and trying to maintain a personal life I chose to use my time in a different manner. In hindsight I should have taken in as many of the presentations as possible.
 
Ironically it was during my military career, and more specifically during my time in Iraq, that I learned context is everything. Problem solving in a deployed environment was challenging to say the least. It was that challenging environment that broadened my world view and caused me to place a premium on a maintaining a broad context. I believe that my deployed experience and complex, ambiguous problems in general have that effect on people because it is those situations that clearly demonstrate that most things are interrelated even if they are not linearly related.
 
The "butterfly effect" is a term that was derived from the concept that a butterfly across the world could flap it's wings and cause a hurricane on the other side of the world weeks later. The butterfly effect is really just an interesting way to describe chaos theory principals. It is used to illustrate that in a nonlinear system (aka life) the trajectory of any future action is dependent on the initial conditions. In other words, small differences at the beginning of a series of events can have large impacts and lead to big differences in the future state.
 
This is where I make the parallel to the power of context. Having a broader scope of knowledge and situational context will undoubtedly impact the way you make decisions. Those decisions could greatly change the outcome of a given situation. Operating in a stagnant contextual "vacuum" is not only impacting your ability to react to the unknown it is in essence denying the interrelatedness of life.
 
In my new position I attended a new session started called Insights for a Better World. It is essentially a presentation/discussion set to a normal cadence that is designed to shape and inspire our work. Going back to my AFA days I likely would have skipped it. There is plenty of work to be done on my current projects and in the short run it may even be a more valuable decision to use the hour elsewhere. The session was presentation on 'Citizen Influencers' and how systemic change in the new world is achieved not through traditional organizations but through groups of interconnected and influential individuals. Thinking linearly it could appear that the session doesn't really relate to my focus.  However, it was during that session that I was overcome by the power of context and how important it is in decision making, leadership, creativity, etc. The session helped to broaden my awareness of the world I am operating in and it just may influence me enough to significantly impact the success I have moving forward.  
 
Bottom Line: Context transcends a particular discipline and those who seek and soak in a broad situational context will undoubtedly have a competitive advantage across a range of endeavors moving forward as compared to those who don't.

Saturday, January 14, 2012

Sustainability & The Military: Parallels Between Two Worlds

Since my departure from the Air Force I have had to try and explain to family, friends, and acquaintances what exactly it is that I am doing now. When I explain that I took a role within a start up Portland-based consulting firm called The Gunter Group people can generally follow along. However, when I get into the details of the client and division I work in I often lose people. 

I was lucky enough to have Nike as my first client in the consulting arena. It is a company that I have an immense amount of respect for not only due to the fact they are a leader in the athletic apparel arena, but because that have been a shining star company that continually innovates over time. Of course there is a coolness factor that is associated with Nike, it's products, and it's marketing and at the risk of sounding cliche' that attitude transcends throughout the World Headquarters campus. But it is the innovation piece that I am more closely aligned with in my current role and that is the part of my Nike experience that I find most engaging. It has been a great experience and I really have enjoyed my time at Nike so far.

Not only was I lucky to get Nike as a client but I was also lucky to get on within a unique division of Nike. I work in the Sustainable Business & Innovation (SB&I) division of Nike which in in its simplest form is a bit like a 'green incubator' for Nike. SB&I seeks to innovate and integrate enterprise level sustainability solutions into the Nike business model while mobilizing key external stakeholders to make industry change.

The first question I usually get is, "what do you consult?" The answer is pretty straightforward in that I provide project management support within SB&I. In short, I help to get things done. Execution.

The second question I almost always get is, "what the hell do you know about sustainability?" To be quite honest, when I started I doubt I knew much more than the average college educated Gen Y-er does about sustainability. I had a basic understanding of the concepts surrounding sustainability that were mostly garnered through osmosis in a variety life experiences. That understanding wasn't very deep and it came accompanied with limited context. 

However, having been a part of the division for the better part of four months I may have sold myself short a bit regarding what I knew about sustainability. Although I wasn't formally educated in sustainability concepts and I most certainly had never served in a role within that context before, I came from a background that shares a surprisingly large number of parallels with the sustainability world.....the military. What do sustainability and the military environments have in common?

Systemic Challenges - One thing that I learned in the military is how to operate in challenging and ambiguous environments. Throughout my career and most notably while serving in Iraq, I encountered challenges that did not have a textbook answer. There was not a clear cut best solution...or a solution at all for that matter. There were too many unknowns, too many interests, too many interconnected subsets, and too little time to easily solve problems. In the military you are forced to confront challenges that are spread and interwoven throughout a complex system. In my relatively short stint in the sustainability realm I see the same type of systemic challenges represented. 

Execution - I have discussed on BadskiBlog before that execution is everything. I am, admittedly, probably more of an idea guy by nature. I am energized by strategic thinking and collaborative brainstorming. However, I crafted my ability to get things done in the military and that is something I will always be grateful for. Now I am, in essence, getting paid for my ability to get things done and to serve as a catalyst to help other people get things done. It is a challenge and I am constantly learning but it is exciting and fulfilling as well. A military force that can rapidly work it's way through the planning/decision cycle and execute will have a competitive advantage and will overcome resource constraints to defeat its enemies over time. My sense is that companies will benefit from a similar (albeit less combative) approach to sustainability. Taking sustainability from idea to execution faster that your competitors will become a critical competitive advantage over time.

Leading Change - As an officer in the Air Force I have sat through a few leadership presentations in my day. In fact, my undergrad experience at the Air Force Academy was almost entirely centered around character based leadership. In hindsight, a great number of those sessions drifted into discussions about leading change. The military isn't all about following orders as many like to think. And although as whole the military machine may be categorized as a bludgeoning bureaucracy of sorts, in smaller pockets the most successful units/organizations are all about leading and implementing change. SB&I is all about leading change and I imagine that is consistent throughout the sustainability space. There are a ton of methodologies for leading change (a book review on John Kotter's "The Heart of Change" coming soon) but like anything else academia can only get you so far. It is the organization that can consistently lead change that will prevail in their efforts to implement sustainability or any other initiative for that matter.

Below is a video of Nike's VP of Sustainable Business & Innovation, Hannah Jones, in which she not only provides an excellent overview of what SB&I is all about, but also some of the concepts I discussed above. Definitely do yourself a favor and watch the full video and enjoy Hannah's, very eloquent, discussion on the future of sustainability.


Check out the full video HERE, it is very interesting.

Saturday, December 31, 2011

Book Review: Creative Project Management


Creative Project Management by Michael Dobson was the latest book I plucked from the local library. It was in a similar vein to my last read in that it was all about project management and given my recent career change this should surprise no one.

The book was a solid read and although it took me quite a while to make my way through it, I think that was more attributed to buying and remodeling a home than to the quality of the read. What I really liked about the book was the manner in which it illustrated fairly classic project management concepts. Instead of focusing on a few illustrations and concept diagrams, the book focused on well known (often military) leaders and how they successfully and unsuccessfully implemented project management throughout history. These historical events, viewed through a project management lens, did a lot to show how these concepts can be applied universally to projects instead of sticking with more generic examples of project management like IT implementations.

What I didn't necessarily love about the book was the way in which it dragged out relatively straight forward concepts. It wasn't that the length was the issue it was the fact that some of the concepts went into great storytelling depth with relatively little practical explanation. It almost felt like the second half of the book was filler to get the book to a certain length. Yet, taken in totality the book was a pretty solid.

Throughout the book there were great questions that every project manager should ask themselves and others regarding the project. The author even went so far as to compile these questions as an appendix at the end of the book. These questions are an extremely helpful guide in determining what elements of the project must be developed and at what stage they should be developed in order for the project to be successful. I enjoyed the way the author built the appendix so much that I copied the pages and plan on using them to help develop each stage of the projects that I manage. If anything, the book is worth picking up for that reason alone.

Notes:

Chapter 1 - Why Do 70% of Projects Fail:
- 32% of projects were delivered on time, on budget, and with the required features and functions
- 44% were finished either late, over budget, or only partially completed
- 24% failed altogether, and they were cancelled or abandoned
- Two reasons projects fail: 1. Things that nobody thought of or prepared for 2. Things everybody thought of but no one prepared for
- Four PM questions: 1. Why are we doing this? (Business Case) 2. Who has an interest & what do they want/need? (Human Being Aspect) 3. What do we have to do & how? (Project Management, Planning, Qualitative) 4. Who needs to be involved & in what way? (Top Management & Other Involvement)
- Embrace the uncertainty & fluidity of the projects you manage
- What makes this project hard? (chart pg 13) 1. Constraints - How tight are time, cost, performance? 2. Complexity - Tasks, resources, technology 3. Certainty - How much do we know about risks & issues?
- Risk = Probability X Impact
- Cognitive biases pg 18
- When work is temporary & unique the unique part guarantees the presence of uncertainty
- 2 ways of learning: 1. Have an experience and learn from it 2. Learn from someone else's experience (The second it cheaper!)

Chapter 2 - What We Know & What We Think:
- PMs are supposed to challenge assumptions whenever possible but we all have blind spots, biases, & perceptual errors that keep us from recognizing our own misjudgments
- Johari's Window test pg 28
- More PM questions: 1. What aren't we seeing correctly or at all? 2. How will people react to this project? 3. What if I'm wrong? 4. What am I not seeing?
- Ignaz Semmelweis hand washing theory pg 31
- Vietnam quote "Anybody who thinks he knows what's going on clearly doesn't understand the situation."
- Sewell Avery & General Patton project management stories
- "The fact that some geniuses were laughed at does not imply that all who are laughed at are geniuses. They laughed at Columbus, they laughed at Fulton, they laughed at the Wright brothers. But they also laughed at Bozo the Clown" - Carl Sagan

Chapter 3 - The Most Dangerous Word is a Premature Yes:
- "Plans are worthless, but planning is everything. There is a very great distinction because when you are planning for an emergency you must start with this one thing: the very definition of "emergency" is that it is unexpected; therefore it is not going to happen the way you are planning." - President Dwight D. Eisenhower, speech to the National Defense Executive Reserve Conference, Washington DC 1957
- First there is a mountain, then there is no mountain, then there is a mountain." Your first understanding of the mountain is an outline, a shape in the horizon. As you get closer the mountain decomposes into a million individual details. Finally you know the mountain as a whole. Zen koan.
- No one starts a war - or rather, no on in his senses ought to do so - without being first clear in his mind what he intends to achieve by that war and how he intends to conduct it." - Clausewitz
- A project isn't the end its the means to bridge the gap
- The first step in any project is to define the gap
- Eisenhower closing the gap story pg 55
- What is the minimum that can be done now?
- Project triage: 1. Likely to survive no matter what 2. Likely to fail no matter what 3. Projects where the level of effort will make a positive impact in success

Chapter 4 - Good Enough, Barely Adequate, Failure:
- 7 Levels of project outcomes: 1. Perfect 2. Outstanding 3. Exceeds Expectations 4. Fully Satisfactory 5. Barely Adequate 6. Failure 7. Catastrophe

Chapter  5 - When The Project Appears Impossible:
- "If an elderly and distinguished scientist says something is possible, he is almost certainly right; but if he says it is impossible, he is very probably wrong." - Arthur C. Clarke
- Just because a project appears to be impossible doesn't mean it is
- Can you adjust time, cost, performance to make it possible?
- Ways to accomplish the impossible project: 1. Change the constraints - analysis, negotiation, problem solving, requirements management 2. Get around the constraints - creativity, exploiting holes, different approaches, rethinking assumptions

Chapter 6 - Knowns & Unknowns: The Risk Factors:
- "The revolutionary idea that defines the boundary between modern times and the past is the mastery of risk: the notion that the future is more than a whim of the gods and that men and women are not passive before nature." - Peter L. Bernstein, Against the Gods: The Remarkable Story of Risk 1998
- Risk is a proposed future even that would have a significant impact on you or something you care about should it happen. Positive or negative. Above all risk is uncertain.
- Risk -> severity and likelihood
- Pure risk is all downside
- Business risk has upside and downside
- Residual risk is leftover risk after mitigation
- Secondary risk is new risk introduced as a result of solutions to the original risk
- Risk management table & responses pg 134
- Managing knowns & unknowns pg 138
- Six dimensions of project management table pg 149
- Leverage, relax, absorb = triple constraints risk responses

Chapter 7 - Project Intelligence:
- Spies pay attention to their environment
- Intelligence process - Collection, Analysis, Packaging, Dissemination

Chapter 8 - It Takes A Village To Wreck A Project:
- "Normal people believe that if it ain't broke don't fix it. Engineers believe that if it ain't broke, it doesn't have enough features yet." - Scott Adams, cartoonist, creator of Dilbert
- "Want to know if you are a leader? Look back and see if anyone is following." - Marilyn Moats Kennedy
- 4 types of managerial challenges - Martyr, Scapegoat, Hall Monitor, Peon
- 4 types of stakeholders - Positive, negative, tangential, conflicted
- 4 stages of managing stakeholders - Identify, Understand, Maximize, Manage
- There are 3 reasons to communicate: 1. You want someone to do something 2. You want someone to know something 3. You want someone to feel something or some combo of the 3
- Table page 88

Chapter 9 - Framing Change:
- I confess that in 1901 I said to my brother Orville that man would not fly for fifty years. Two years later we ourselves made flights. This demonstration of my impotence as a prophet gave me such a shock that ever since I have distrusted myself and avoided all predictions." Wilbur Wright
- Counterfactuals are examinations of what might have happened had an actual even turned out another way. A great way to analyze and cope with change

Chapter 10 - Salvaging Project Value:
- Closeout of a project is often taken for granted
- Closeout: 1. Complete 2. Turned Over 3. Closed Out 4. Value Captured

- Appendix A - Questions For The Creative Project Manager:
- Questions pg 227

Sunday, November 13, 2011

What Keeps You Up At Night vs. Imagine A World...



Last week was probably the most influential week of my short post Air Force career. I don't want to reveal too much about the project I am working on at Nike as we are implementing a pilot that relies heavily on specific timing and stakeholder engagement, but last week was full of meetings with company leadership from around the world. Those meetings required an immense amount of preparation but what really stood out to me was the incredible amount of truly deep thinking that took place. Not only was the process extremely engaging and exciting to be a part of, but it was also full of business and leadership lessons that I will take with me for the long haul.

In one of our meetings I pulled out a couple anecdotes that, at the time, seemed unrelated but in hindsight are definitely connected with regard to how teams tackle strategy, approach problem solving, and drive innovation. The two brainstorming approaches I am referring to are:

"What keeps you up at night," and "Imagine a world."

Both phrases were, by all intents and purposes, brought forth to organize the team's thoughts around very complex problems. Both sought to achieve results. Both phrases can actually be very useful in getting a diverse team to focus on the same critical issues of a challenge.

But what I find most interesting is what differentiates the two approaches.

"What keeps you up at night" can align a team. It can focus the group, most specifically on risk mitigation, while developing solutions to complex problems. And although framing a problem with this statement is undoubtedly better than not steering a team at all, it does have some significant drawbacks. Here are a few I thought of while reflecting on the approach over the past few days.

1. It is reactionary - Framing a problem in this manner has the team reacting to an environment instead of shaping it. Of course there is value in knowing the world you are operating in but in the long run there is only so much value to be gained in risk mitigation.
2. It is a pessimistic lens - How do you mobilize your team? I know I like to lead and to be lead with an eye on what we can possibly accomplish, not on what can possibly go wrong.
3. It doesn't drive you into the unknown - This third point is really a derivative of the first two. How innovative is your team going to be when you are focused on avoiding or minimizing what can go wrong. Sure there are some innovations that are derived from mitigating risk. But when comparing "what keeps you up at night" to "imagine a world" it is easy for me to see which one gets my heart pumping. I think what truly differentiates good enough from great is a truly passionate team and I just can't see people rallying around a focus on what we fear.

Many of the downfalls of the "what keeps you up at night scope" are the very reasons I gravitate towards the "imagine a world" approach. 

1. It is proactive - "Imagine a world"elicits goals and a unified vision from the team. It focuses the group on where we are going, not what may be coming at us. 
2. It is optimistic - It figures out what the team wants to create without the hindrances of how to get there. Setting the vision without boundaries prevents the team from self eliminating. Once the vision is locked in the team naturally accepts the accountability to get there.
3. It promotes innovative thinking - When you aren't focused on what could go 'wrong' and you are focused on what you want 'right' to look like you will naturally think more creatively. 
4. It unifies the team towards a set of goals - Enough said.

These were just a few of the many examples that reinforced to me the importance engaging teams in focused critical thinking. It is very difficult to quantify the benefit focused critical thinking. It is not the type of lesson you would read explicitly in a textbook or within the framework of a management philosophy, however anyone who as ever engaged in the activity while tackling a truly complex problem will undoubtedly see the value. The next time I start a project or a new venture I plan to start with the "imagine a world" construct. I really haven't found a more inspiring way to unify a team around what is truly important in an endeavor.

Monday, October 31, 2011


Fundamentals of Project Management by James P. Lewis - One thing that I think every athlete learns at a young age is the importance of fundamentals. I have tried to take that important lesson that I learned early in my hockey career and apply it in other aspects of my life. When I found out my first consulting project would be a project management role at Nike, I went to the local library and picked up Fundamentals of Project Management.

The book is relatively short, which I actually really appreciated. Fittingly, a book on fundamentals shouldn't be extremely long and wordy. I think the book does a great job succinctly laying out an overview of the basics of project management. The book not only delved into the classic project management tools and theories but it also covered topics like team engagement, leadership, and organizational culture,

I would definitely recommend the book to anyone who wants to read a good overview of project management or to anyone who wants to learn how they can hone their skills to better deliver projects on time, within budget, and within the desired performance parameters. Below are some of the notes I took while reading this book.

Notes:

Chapter 1: An Overview of Project Management:
- PMI.org
- A project is a temporary endeavor undertaken to produce a unique product, service, or result.
- Repetitive =/ project
- Definite time, cost, scope, performance requirements
- "A problem scheduled for solution"
- Rule = people who do the work should plan it
- PM role is that of an enabler
- "Leadership is the art of getting others to want to do something that you believe should be done." - Lance Packard
- C=F(P,T,S)
- Project Life Cycle: Concept, Definition, Planning, Execution, Closeout
- Projects fail at the definition phase
- Steps in managing a project: 1. Define Problem 2. Develop Solution Options 3. Plan the Project 4. Execute the Plan 5. Monitor & Control 6. Close the Project
- 9 Knowledge Areas pg 20

Chapter 2: The Role of the Project Manager:
- The primary role of all PMs is to ensure all work is completed on time, within budget & scope, and at the correct performance levels
- Must understand mission and vision of the organization
- PM is about influencing people
- Scandinavian Airlines Story
- PM has responsibility but authority. Must use leadership and management to accomplish

Chapter 3: Planning the Project:
- Two barriers to good planning: 1. Prevailing Paradigms 2. The Nature of Human Beings
- Control is exercised by comparing  where you are to where you are supposed to be so that corrective action can be taken when there is a deviation
- No plan = no control
- To plan you must have strategy, tactics, & logistics
- Project plan is: problem statement - project mission statement - project objectives - project work requirements - exit criteria - end item specifications - WBS - schedules - required resources - control system - major contributors - risk areas
- Planning tips pg 42

Chapter 4: Developing A Mission, Vision, Goals, & Objectives for the Project:
- A problem is a gap
- Vision defines done
- Mission, vision, problem statement chart pg 47
- Mission of every PM is to satisfy the customers needs
- 1. What are we going to do? 2. For whom are we going to do it?
- Objectives: what is our desired outcome? How will we know when we achieve it?
- Risk analysis pg 53

Chapter 5: Using The Work Breakdown Structure:
- WBS developed before schedule
- Break work down to a level sufficient to achieve estimating accuracy
- Assign responsibility for each part
- You cannot give a time/cost estimate without considering who will be performing the task
- Base on historical data
- Beware of Parkinson's law and variation
- List assumptions, +- numbers, things that may skew the estimate

Chapter 6: Scheduling Project Work:
- Critical pat determines the longest series of activities that can't be done in parallel
- Unless resource allocation is handled properly schedules are next to useless
- Schedule at a level you can manage
- Diagram what is possible then deal with resource constraints

Chapter 7: Producing a Workable Schedule:
- Harder to catch up than to stay on target

Chapter 8: Project Control & Evaluation:
- Having authority is no guarantee people will do your bidding. In the end people have to do it willingly
- Give people responsibility & control over what they are supposed to accomplish
- Self control needs 1. Clear definition of goal 2. Personal plan of how to do work 3. Skills & resources 4. Feedback on progress from the work 5. Clear definition of authority to take action & deviate from the plan
- If control systems do not result in action then the system is ineffective
- The simpler the status report the better

Chapter 9: Project Control Using Earned Value Analysis:
- There are only 4 responses to deviation from the plan: 1. Cancel the project 2. Ignore the deviation 3. Take corrective action 4. Revise the plan
- One of the hardest things to do is actually measure progress
- Variance formulas pg 118

Chapter 10: Managing The Project Team:
- Project management tools are necessary but not sufficient
- If you can't manage people you can't manage a project
- Have the team participate in planning to promote teamwork
- Getting the team organized: 1. Define what must be done using WBS, problem definition, etc. 2. Determine staffing requirements 3. Recruit the team 4. Complete your project plan with participation of the team
- Rules for developing commitment pg 138

Chapter 11: How To Make Project Management Work In Your Company:
- Leadership must show interest
- Reward good project management
- Train the team
- Plan small wins for people

Chapter 12: Project Management For Everyone:
- Tools should only be used when they give you an advantage

Sunday, October 16, 2011

Checking For Charity 2011


Checking For Charity recently closed out our books for 2011 and in our third year of existence we continued our upward trend in charitable distributions and in the size and professionalism of our tournament. I am very proud to announce that the 3rd Annual Checking For Charity Tournament distributed nearly $28,000.00 to 20 unique charities! Below are the distributions and charities that were involved in our tournament back in August.


A Division: 
TeamCharityAmount Distributed
Team Badski's WarriorsHomes For Our Troops $1,008.00
Selects Hockey Ed Snyder Youth Hockey Foundation $1,303.40
Lubers Children's Make A Wish Foundation $1,008.00
RAI - Team Orner Alicia Rose "Victorious" Foundation $1,121.00
Macho Madness Angels On Earth Foundation $1,121.00
Pirates M.A.B. Memorial Foundation $1,008.00
Dunphy A Cole McFarland Scholarship $1,008.00
Newmania Endometriosis Foundation $1,419.20
B Division:
TeamCharityAmount Distributed
Hawks Preeclampsia Foundation $1,008.00
Dunphy B The United Way of Camden County $1,303.40
Sunday Danglers Preeclampsia Foundation $1,121.00
Mt. Laurel Moose Alicia Rose "Victorious Foundation $1,008.00
Snyder Hockey Loungers Ed Snyder Youth Hockey Foundation $1,008.00
Ice-O-Topes Greg T Dalesio Memorial Foundation $1,008.00
Team M.S. National Multiple Sclerosis Foundation $1,008.00
Dangle Pies American Cancer Society $1,419.20
L.V.I.Ed Snyder Youth Hockey Foundation $1,121.00 

C Division:
TeamCharityAmount Distributed
Toad Slam Breastfest Philly $1,121.00
Patriots CHESPA $1,419.20
N.C. Chiefs American Heart Association $1,008.00
Charros Juvenile Diabetes Research Foundation $1,303.40
Aqua Corp Aqua Corps $818.00*
The Boogeymen Defending The Blueline $1,008.00
Tele-Q Children's Cancer Research Center $1,121.00
NFCA National Foundation For Celiac Awareness $1,008.00


I couldn't be happier with how our tournament turned out and with our amazing board. Our continued growth is a testament to their efforts. Our growth has ushered in some new challenges as well and has renewed my focus on making Checking For Charity the best it can be. Below are some thoughts and lessons learned from our third and best event ever.

1. Leadership Still Matters - As you can tell from the content and the frequency of my posts over the last year, my life has been through a lot of ups and downs. The adversity and transitions I endured over the past year undoubted impacted my ability to effectively lead the Checking For Charity movement. When I look at the areas of our tournament that did not go well it is very easy for me to trace those struggles back to a lack of leadership on my part. Not an easy pill to swallow but one that has ultimately renewed my commitment to optimizing and growing Checking For Charity.

2. We Raised The Bar On Everything.....Including Expenses - Growth comes with a cost, and in the last year our cost......was costs! Our tournament was bigger and better in every way. We grew and improved every major metric we track from charitable distributions to teams and divisions in the tournament. Unfortunately our expenses began to increase at a greater rate than the money we raised for charity. That fact tells me two things. First off, it tells me that our model has reached a plateau in terms of the size we can make a single event. Secondly, it tells me that we need to focus less on growing an individual event and more on optimizing what we do well. In short we need to find our sweet spot and work on getting better results with less effort invested.

3. Ethos - Our group thrives on an open and collaborative team environment. We rely on unsolicited innovative ideas from our board and more importantly on the ingenuity of the board to bring those ideas to life. While that culture is great for continuous growth and empowering everyone to come up with great ideas, it can send the efforts of the organization in a lot of different directions. The last year made me realize that we need to focus in on who we are, what we are all about, and exactly who we are serving as an organization. We need to focus on our ethos.

4. Great Ideas Need Great Execution - As I discussed briefly above, we have a culture where all ideas are welcome. Our entire concept has been formed by individuals that have brought forth great ideas that the team ultimately rallied around. This year was no exception. Our tourney was bigger and better than ever, but there were some aspects that did not go as smoothly as we all would have liked. An idea, no matter how great it is, is just an idea until it actually gets executed. That is where the value of great idea is realized.

5. Cost Benefit Analysis, Money & Effort - Next year I would really like to take a hard look at cost benefit analysis for each proposed idea. Our tournaments are centered on two main principles. We raise as much money and awareness for charity as possible while putting on the most competitive and professional hockey events. These pillars of our success are not always pulling in the same direction and we must keep focus on balancing the two. In order to do that we need to take a harder look at the impact that each part of our business model is providing towards both those goals. We could put on the best tournament in the world and use up all the funds that we raised or we could put on a bare bones event and distribute a bit more in charitable donations. Neither end state is what we are about. We need to analyze the money, and more importantly the effort, that must be invested to carry out our team's great ideas to see if those ideas are worth pursuing or not.


6. Project Centric Approach - In order to continually improve, grow, and carry out our mission we need to transition to a project centric approach to managing the implementation of our tournament. This last year our board put in more time and effort than ever before. That effort resulted in a better tournament and increased proceeds to our represented charities. However, I am not sure that the increased efforts of the board resulted in the same magnitude of returns as in years past. The numbers don't lie and our time invested and tournament expenses have started to rise at a quicker rate than the size and proceeds of our tournament. We are all volunteers and I do not view that trajectory as sustainable. I need every one of the board members we have and I want them to want to be a part of our organization for the long haul. This is supposed to be fun and enjoyable and I would hate to have anyone burn out. We need to engage more volunteers and in order to do that we must give them a tangible project to carry out, lead, and make their own. The board will then seek to take on more of an advisory role. A work breakdown of what really makes up our tournament will enable us to do that and will allow us to more effectively manage the planning and execution of the event. It will also lay out a scalable model for us to expand to the west coast and beyond. This will be my focus over the coming months.

Please continue to check out www.checkingforcharity.com as we will be launching a new and much improved website shortly. If you would like to get involved please do not hesitate to contact me or reach out to us on our Facebook page.




Wednesday, October 12, 2011

Book Review: A Place of Yes by Betheny Frankel



A Place of Yes by Betheny Frankel is not necessarily the first book I would grab off the shelf. In fact, I am sure I will lose some man points amongst my friends for openly admitting that I read the book. To be honest I don't really care. Betheny is awesome. She has made some of the "wifey shows" that I am dragged into watching bearable. She is the embodiment of the American dream and she is hilarious. So when my wife downloaded her book on my Kindle and I freed up some bandwidth from my reading queue I gave it a shot. 


There are a few things that drew me to reading her book and those same things are actually what allow me to relate to Betheny. I am referring to her entrepreneurial spirit and her ability/willingness to persevere through adversity. Rising from a challenging childhood and an unfulfilling early adulthood, Betheny was resilient and refused to settle. Traits I admire the older I get. She took some big risks, worked hard, and eventually sold the Skinny Girl margarita company for a reported $200+ million. People often lose sight of those accomplishments amidst her reality TV career but it is those accomplishments that gave her book credibility in my mind.


The book reads like a classic self help book, ten steps and all, which makes her life story and lessons a bit more tangible. But the real value for me wasn't necessarily realized in the ten steps. I found her personal trials and tribulations to be the most interesting and inspiring. I guess I just digest life lessons in story format a lot better than a textbook read. I think I may move on to some biographies in my next round of books as I really like the context that formula provides. 


The book isn't the best I have ever read, and to be honest I am probably not the target market either, but the book had some good lessons and I enjoyed it. If you are interested to read a real rags to riches story and to reinforce some good life lessons then check out her book. Below are some notes and quotes that I captured during my read. 


Notes:

 Introduction: Who I am, what this book is about, and what you need to know before you begin:
- This book is about stop saying no and start saying yes to your own life
- Life is easier when you settle for less than your dreams, but good enough is not good enough for me
- Each chapter in the book tackles a rule
- 10 rules: Rule 1 Break the Chain, Rule 2 Find Your Truth, Rule 3 Act On It, Rule 4 Everything's Your Business, Rule 5 All Roads Lead To Rome, Rule 6 Go For Yours, Rule 7 Separate From The Pack, Rule 8 Own It, Rule 9 Come Together, and Rule 10 Celebrate
- A place of yes is not just being an optimist its an "it will happen because I will make it happen" kind of attitude
- Its not where you are all the time but its the place you go back to. Your home. The real you.
- Coming from a place of yes is about getting down to business. Its active not passive. Yes gives you something to do. A mission, a purpose, a goal.
- Noise is your inner doubt that holds you back and voice is what is good for you and what is right

Rule 1: Break The Chain:
- "You gain strength, courage, and confidence by every experience in which you really stop to look fear in the face. You are able to say to yourself, 'I lived through this horror. I can take the next thing that comes along.'" - Eleanor Roosevelt, former First Lady
- Everyone has noise that stems from childhood
- First step is breaking the link between what your family thinks of you and what you think of yourself. Who you are now doesn't have to be a product of your past.
- You must look back and recognize how your childhood has affected your life
- Don't get hung up on whether or not it was normal. There is no normal.
- Describes a rough childhood and how it impacted her

Rule 2: Find Your Truth:
-  "Accept no one's definition of your life, define yourself." - Harvey Fierstein, actor
- When you make a decision based on fear it never works out
- "We welcome passion, for the mind is briefly let off duty." - Mignon McLaughlin, journalist
- "Just because you made a mistake doesn't mean you are a mistake." - Georgette Mosbacher, cosmetics CEO and author
- "Diamonds are only chunks of coal that stuck to their jobs." Minnie Richard Smith, poet
- Every 9 year old boy wants to pitch for the yankees
- Don't give up on your dreams
- "Waiting, done at really high speeds, will frequently look like something else." - Carrie Fisher, actress and author

Rule 3: Act On It:
- "Destiny is not a matter of chance. It is a matter of choice. It is not to be waited for, it is a thing to be achieved." - William Jennings Bryan, politician
- Focus on the general direction. You can't know how things are all going to play out but don't let that hold you back.
- Work hard, learn, do your best, and have fun!
- Action breeds confidence and courage
- "A man's errors are his portals of discovery" - James Joyce, novelist

Rule 4: Everything's Your Business:
- Treat everything you choose to do with as much importance as if your career depended on it
- "You make it to heaven, or you make it to hell, by your actions." - George Harrison, musician
- "Decide what you want, and decide what you are willing to exchange for it. Establish your priorities and go to work." - H.L. Hunt, entrepreneur and oil tycoon
- "A brand is a living entity and it is enriched or undermined cumulatively over time, the product of a thousand small gestures." - Michael Eisner, former CEO of the Walt Disney Company
- Don't let the world tell you what is or isn't a good idea
- "There are two types of people: the ones who give you 50 reasons it can't be done...and the ones who just do it." - Hoda Koth, host of the Today Show
- "The quality of a person's life is in direct proportion to their commitment to excellence, regardless of their chosen field" - Vince Lombardi, former Green Bay Packers football coach - Awesome quote!
- "The defining factor in success is never resources, it's resourcefulness." - Anthony Robbins, author and motivational speaker

Rule 5: All Roads Lead To Rome:
- "You have got to jump off cliffs, all the time, and build your wings on the way down." - Ray Bradbury, author
- The wrong thing can lead you to what is right
- "Don't make money your goal. Instead pursue the things you love doing, and then do them so well that people can't take their eyes off you." - Maya Angelou, poet and author
- "The restaurant business is trying on a daily basis. You must be committed to facing challenges that seem impossible. But when its the moment of truth I just tell my team "Yes we can make this happen." That's how you separate yourself from the pack." - Bobby Flay, celebrity chef, restauranteur, Iron Chef, and cookbook author 
- "Winning isn't everything, but the will to win is everything." - Vince Lombardi. football coach
- Diamond scam story

Rule 6: Go For Yours:
- "Hell is the place for people who did not live their lives according to the best of what was in them." - Harriet Rubin, author and media consultant
-  "I don't have to be enemies with someone to be competitors with them." - Jackie Joyner Kersee, Olympic gold medalist
- There is a big difference between ambition and desperation
- Be yourself and have no regrets because something better may be right around the corner
- A great idea is worth about a nickel and making it work is hard
- "I've got a theory that if you give 100% all of the time, somehow things will work out in the end." - Larry Bird, former NBA player
- "Losing is the price we pay for living. It is also the source of much growth and pain."  - Judith Viorst, author
- "Your opponent, in the end, is never really the player on the other side of the net, or the swimmer in the next lane, or the team on the other side of the field, or even the bar you must high jump. Your opponent is yourself, your negative internal voices, your level of determination." 
- She learned that when she really goes for what she wants she wins even when she loses

Rule 7: Separate From The Pack:
- "In order to be irreplaceable one must always be different." - Coco Chanel, French Fashion designer
- "It takes courage to grow up and be who you really are." - e.e. cummings, poet 
- If you live your life trying to make others happy you will lose touch with what makes you happy
- Its not about being different it is about being yourself
- "Always be a first-rate version of yourself, instead of a second-rate version of somebody else." - Judy Garland, actress
- "Move out of your comfort zone. You can only grow if you are willing to feel awkward and uncomfortable when you try something new." - Brian Tracy, author and business consultant

Rule 8: Own It:
- "Integrity is telling myself the truth. And honesty is telling the truth to other people." - Spencer Johnson, business author
- "The truth is incontrovertible. Malice may attack it, ignorance may deride it, but in the end there it is." - Winston Churchill, former prime minister of the UK
- "I believe in me. If I don't nobody else will." - Charles Barkley, former NBA basketball player
- "Our doubts are traitors and make us lose the good we oft might win, by fearing to attempt." - William Shakespeare, playwright
- "True love stories never have endings." - Richard Bach, author

Rule 9: Come Together:
- To come together with others you have to know who you are
- "The way a team plays as a whole determines its success. You may have the greatest bunch of individual stats in the world, but if they don't play together, the club won't be worth a dime." - Babe Ruth, Major League baseball player
- You don't have to understand others you just have to respect that their normal is different than yours
- "I am a member of a team, and I rely on the team, I defer to it and sacrifice for it, because the team, not the individual, is the ultimate champion." - Mia Hamm - professional soccer player

Rule 10: Celebrate:
- Celebrate what you want to see more of
- Celebrate your life. If you're not happy then what's the point?