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Author: Alan Creedy

Difficult Conversations For Those Who Hate Conflict

Funeral directors are notorious for being conflict avoidant. Yet they have a job where they must engage in difficult conversations with staff, vendors and their customers.

I used to attend a church with a pastor who would go to bizarre lengths to avoid conflict. He was beloved by the congregation and staff alike. But the administration was a train wreck. Amazingly, one word changed his whole perspective. More on that later.

8 insights for engaging in difficult conversations for those who hate conflict

1. Always be clear about what YOU want. Never engage in a difficult conversation in the heat of the moment. The mistake a lot of people make is they focus on the negative. Instead focus on the desired outcome. Know in advance the outcome you want. It also helps to know why you want it. If an employee is consistently ignoring established systems, what you want might be compliance. Or a disruptive member of a family you are serving might need to be made aware that their behavior is in conflict with the outcome THEY should want. With staff discipline don’t phrase things as warnings or probation. Clearly state your expectations.

2. Begin from a place of respect and curiosity. Edgar Schein, a renowned expert in organizational development, calls it “appreciative inquiry”. Being forced to have a difficult conversation doesn’t necessarily mean the other person is a “bad” person. Taking an interest in the other’s viewpoint and seeking to understand THEM automatically creates an atmosphere for progress.

3. Stop worrying about being liked. Conflict avoiders are usually preoccupied with their likability. People who are clear and direct and enable others to always know where they are coming from are almost always liked and respected more than the doormat.

4. Focus on what you are hearing not what you are saying. As long as you are clear about what YOU want it is much better to listen than it is to talk. Once you express the purpose of the conversation you should do much more listening than talking. Mirroring the other person’s viewpoint and repeating in your own words to make sure you understand them correctly can help you figure out what to do next.

5. Say it! People like people who are direct but not abrasive. They want to know what you want, how you feel and where they stand. Be direct, honest and clear. Don’t beat around the bush. Don’t spend time on unrelated conversation or hesitate.

6. Do it now but don’t do it mad! I learned a long time ago not to address difficult conversations emotionally. Sometimes I just need to calm down and put some space between me and an event. NEVER EVER let it be personal. So waiting a few hours or even a few days is OK. But waiting weeks and months is not. No one likes a “stamp collector” (one who saves up criticism to unload it all at once).

7. Expect a positive outcome. Even if that outcome is something undesirable outcomes should be a step forward not backward. Worse yet is to leave something UNRESOLVED.

8. Don’t equivocate.  Compassion is one thing. Cowardice is something else entirely. Misplaced compassion can cause you to defer discipline or lower expectations. Assuming you are clear about what you want…stand your ground.

About that pastor and the miracle word.

The situation at the church reached a crisis and the board brought in a church consultant. His advice to the pastor:

“stop seeing conflict as confrontation. Instead think of yourself as helping others with CLARIFICATION. It was absolutely amazing to see the results as the pastor began clarifying expectations.”

Merchandising Urn Arks


I think I saw my first Urn Ark around 20 years ago. I was immediately taken and still consider it to be the best way to dignify the ceremony in a cremation. Most funeral homes that use them… and, sadly, too many do not…don’t charge for them. That practice doesn’t bother me but I do think things of value should have a price. But that is not the purpose of this post.

The other day I was visiting my friend, Danny Jefferson, of Pierce – Jefferson Funeral Home in Kernersville, NC. Danny is a true innovator. So, as is my practice, while I was waiting for him to finish up what he was doing I wandered around the funeral home. With Danny there is always a good chance you will learn something.

When I wandered into his arrangement office I noticed this display.

If you click on the small images they get a little bigger. so I added a larger image for your convenience. That’s a wooden urn in the center.

When Danny came in I complimented on the display. His urn ark had always been displayed but not with flowers. He told me he had a new onsite florist and she had decorated it for a service that afternoon.

WHAT I WOULD DO

If it were me I would buy some high quality silk flowers and display it with flowers and a high quality urn all the time. I would, of course, sell the arrangement but I would also add a small charge (say $75) for the rental of the ark.  I would have the designer create 3 or 4 floral themes including a military one and have photos displayed above it.

I think you would use it more, sell more and maybe even get a couple of ceremonies you wouldn’t have gotten in the first place. In the service that afternoon the 3 daughters were going to carry it to the gravesite.

IF YOU HAVE GOOD IDEAS YOU WOULD LIKE TO SHARE WHY NOT SEND THEM TO ME AND I WILL FEATURE THE WORTHY ONES.

How To Be Smart About Buying Caskets

It has now become routine for me to analyze what they are paying in “True” wholesale prices for caskets. In the process I typically save tens of thousands of dollars for them over the course of a year. But what I do isn’t rocket science. Nor does it always require they change vendors…although it often ends up that way. (People get sore when they discover they have been overpaying.)

Vendors realize that math is rarely the strong suit of the practicing funeral director. So they most often express their “deals” as a percentage discount on total wholesale. But because virtually everyone I have encountered is already receiving a minimum 25% discount the discount price is really the new gross.

What people fail to ask is “What is the price in $$ that I am actually paying.”

I use a simple process:

  1. I compare the cost of merchandise (caskets, vaults and urns only) with the gross revenue minus any cash advances (net sales)
    1. The result should not exceed 17% by much but it is situational to some extent
    2. The new ratio for savvy operators should be in the range of 15% or less. I know some that are in the 12% range but they are the exception
      1. If net sales is $1,000,000 a 2% savings is $20,000
    3. If I can (not always possible) I also determine the average $$ after rebates and discounts they are paying for caskets
      1. The average overall wholesale for the nation is less than $1,300.
  2. If the results of the first step are out of line (which they almost always are) I recommend we “bid” the business.
  3. The bidding process involves a multi step process
    1. create a generic list of caskets using either a description or the actual manufacturer and model number
    2. Determine how many of each unit you sold for the last year
    3. DO NOT show what you paid for each unit
    4. Send the generic list to as many vendors as you like asking them to list the $$ price for each unit after discount and rebate
      1. I prefer to eliminate rebates. You are only lending them your money.
    5. When you have received all the responses then create a spreadsheet with multiple columns.
      1. list each casket and the number of times the unit sold
      2. have a column for each vendor showing the price they gave you.
      3. Multiply each unit price column by the number of times you sold each unit
      4. total each column for the total you will pay for the units you sold and compare the totals only.
      5. see link below for a copy of my spreadsheet
      6. you will be surprised
    6. Vendors will immediately try to visit with you. Here is what you need to do:
      1. it’s ok to meet with them
      2. It’s ok to consider longer term contracts
      3. if annual price increases have a known ceiling
      4. It’s ok to consider offers to re merchandise your selection room but it should be priced separately
      5. Tell them you will not consider discounts expressed as percentages
      6. They should show only their best price in $$ including delivery
      7. If the prices they quote are contingent on a minimum number of units that’s ok. You can still usually fit in multiple vendors
      8. If they require exclusivity the prices and potential price increases better get your cost of goods closer to 12% than 15%

Some clients ask me to do this process for them so they can remain anonymous. Frankly, it’s just as easy for them to do it themselves.  Just stand in front of the mirror for 15 minutes a day and repeat “no” to yourself. Eventually it will become second nature

Caveat: there are services that are worth paying extra for. You don’t have to go for lowest price. At least now you  will know what those services or advantages are costing you.

You can download a copy of my analysis sheet from the link below: (for a small fee I will complete it when you have all the prices)

generic casket analyst

 

Funeral Service and Post Traumatic Stress

stressed-man-620jt081512After the Newton Massacre I brought up the issue of Post Traumatic Stress Disorder in a blog entitled:

PTSD: The Slow Leak in Funeral Service’ Tire

I got so many responses I republished it as:

The Unspoken Affliction:PTSD and the Funeral Director

Since then I have received a number of comments and participated in several discussions on the topic. Today I received a post on the blog from a funeral director in the United Kingdom. It is so well spoken that in hopes it might help someone to know they are not alone I got permission to make it a blog of its own.

I would like to chime in here with my experiences, as your article has opened my eyes to what I have been going through in recent years.

I worked in two stints (one of four years and one of two) for a funeral director here in the UK. I have in the past described the ‘switching on and off’ of emotional awareness during removals to people in exactly the same way as your original poster and I too have had (for want of a better phrase) ‘flash backs’. The dream state situation described mirrors that of my own, also reported to me by my wife, whereby I was apparently regurgitating a traumatic scene my partner and I attended one evening a few years back.

Reading the original post has opened my eyes somewhat as I too felt that PTSD was something that could only affect first responders, military personnel and the like and my father, who was a firefighter for his entire working career never showed any signs of it, despite attending many extreme death incidents. I guess in a simple way this made me feel almost ‘disentitled’ to such a state.

What has genuinely surprised me the most though, is reading some of the subsequent posts regarding removal ‘variety’, trauma, and the poster being only 25; I was a mere 22 when I started, received no official training of any kind (I vaguely recall being shown for about 5 minuted how to walk in step when bearing a coffin!), no counselling or formal appraisal as to how I was coping, and attended a huge variety of incidents from the word go – on my first morning for example, shortly after breakfast I was shown an extensive post-mortem involving a lady who was cut from the mastoid process to the groin area. This threw me into a sort of ‘cold’ state where for several days I went into my shell. Despite wanting to quit, I pushed through and very quickly, almost (once again) like the flick of a switch, I became sort of numb to it. Only recently have I started to realise how unhealthy this may be.

I would also like to point out (again after reading one or two of the subsequent posts), that I wholeheartedly believe everything the original poster has said. Here in the UK, at least where I worked and across the entire patch, the funeral director does everything when it comes to removals. No coroner is present and the first doctor or medical personal have usually finished and left by the time we arrived. If someone was smashed beyond recognition by a truck, we put gloves on and picked up the bits. If someone was hanging, we cut them down with the only real help being (if we were lucky) prior experience from an older, more experienced duty partner.

On occasions, where the death was thought to be murder, we would attend alongside Scenes of Crime Officers, but we would usually still be the ones bagging and removing the body, usually under police escort.

The only warning we got prior to attending a harrowing scene was (if the control telephonist had knowledge of the gory nature) a quick “just to warn you it might be a messy one” type of prompt. One could almost say there was a macho element to coping wit things like this, as if we were all supposed to take it in our stride and feel nothing. Car crashes (RTIs / RTAs) and hangings seemed to me to be the most common incidents outside of the more ‘regular’ deaths, but I can of course speak only from experience.

I’d like to finish by saying that whilst there is obviously varied levels of training, support and regulation on offer, mine being minimal to say the least, a universal recognition of the very strong likelihood of PTSD being prevalent in the funeral trade needs to develop. I’d like to see this happen to protect the mental wellbeing of the people attending these scenes and dealing with the bereaved. I would also like to point out, that I have no grievance, issue or anger whatsoever toward the company I worked for.

Thanks for letting me share my story, it is the first time I have done so.

Once again I urge the national trade associations to embrace this issue as part of their agenda to support the practitioner.

Conventional Incentives Don’t Work As Well As They Used To

ohio-state-helmetThe conventional incentive rewards the individual…usually with something monetary. Like so many things, incentives have evolved and become more complicated than a simple financial incentive.

Not everyone is money motivated. A personal example: As long as I am earning what I need, money is not a motivator for me. I am, instead, motivated by discovery and results. I am energized when I am able to find better ways to achieve better results. When the results happen I want to do it again. Nothing else works for me. Some people say I am motivated by helping people. I am always pleased when I can do that but improvement in their lives is my measuring stick. I want to be the catalyst that helps them “ratchet up”

Millenials have been under scrutiny regarding what might possibly motivate them. It turns out it is simpler but counterintuitive. Their motivation comes from alignment with their values and their values are heavily invested in the social side of life.

This Harvard Business Review post speaks to the transformation of incentive from individual to team. It makes sense to me.

CLICK HERE TO READ THE HARVARD ARTICLE

 

Lincoln’s Thanksgiving Proclamation

lincoln19

In light of our recent presidential election this is especially fitting.

The invective, threats and vitriol directed at our President – Elect pale in comparison to what President – Elect Lincoln experienced. Let’s remember that he had to sneak into Washington because of the very real threat of assassination. People didn’t protest they rioted. His opposition used his election as an excuse to start the bloodiest war in our history pitting family against family. Yet we emerged a better nation…

As Trump assembles his “Team of Rivals” more parallels emerge. Maybe Trump is more than we thought he was (including me) he won the election so he deserves a chance.

Wishing you a happy thanksgiving

By the President of the United States of America

A Proclamation

1863

The year that is drawing towards its close, has been filled with the blessings of fruitful fields and healthful skies. To these bounties, which are so constantly enjoyed that we are prone to forget the source from which they come, others have been added, which are of so extraordinary a nature that they cannot fail to penetrate and soften even the heart which is habitually insensible to the ever watchful providence of Almighty God. In the midst of a civil war of unequaled magnitude and severity, which has sometimes seemed to foreign States to invite and to provoke their aggression, peace has been preserved with all nations, order has been maintained, the laws have been respected and obeyed, and harmony has prevailed everywhere except in the theatre of military conflict; while that theatre has been greatly contracted by the advancing armies and navies of the Union. Needful diversions of wealth and of strength from the fields of peaceful industry to the national defence, have not arrested the plough, the shuttle or the ship; the axe has enlarged the borders of our settlements, and the mines, as well of iron and coal as of the precious metals, have yielded even more abundantly than heretofore.

Population has steadily increased, notwithstanding the waste that has been made in the camp, the siege and the battle-field; and the country, rejoicing in the consciousness of augmented strength and vigor, is permitted to expect continuance of years with large increase of freedom. No human counsel hath devised nor hath any mortal hand worked out these great things. They are the gracious gifts of the Most High God, who, while dealing with us in anger for our sins, hath nevertheless remembered mercy. It has seemed to me fit and proper that they should be solemnly, reverently and gratefully acknowledged as with one heart and one voice by the whole American People.

I do therefore invite my fellow citizens in every part of the United States, and also those who are at sea and those who are sojourning in foreign lands, to set apart and observe the last Thursday of November next, as a day of Thanksgiving and Praise to our beneficent Father who dwelleth in the Heavens. And I recommend to them that while offering up the ascriptions justly due to Him for such singular deliverances and blessings, they do also, with humble penitence for our national perverseness and disobedience, commend to His tender care all those who have become widows, orphans, mourners or sufferers in the lamentable civil strife in which we are unavoidably engaged, and fervently implore the interposition of the Almighty Hand to heal the wounds of the nation and to restore it as soon as may be consistent with the Divine purposes to the full enjoyment of peace, harmony, tranquility and Union.

In testimony whereof, I have hereunto set my hand and caused the Seal of the United States to be affixed.

Done at the City of Washington, this Third day of October, in the year of our Lord one thousand eight hundred and sixty-three, and of the Independence of the Unites States the Eighty-eighth.

By the President:

Abraham Lincoln

William H. Seward,
Secretary of State

Buy Sell: The Texas Shoot Out Provision

gunslingerI love the story of two little boys fighting over the last piece of cake. Mom comes into the kitchen as they are pushing and shoving and with “Solomon – like” wisdom says,

“Johnny, Billy, there is enough for both of you. Johnny I want you to cut the cake into two pieces and Billy you get to choose which piece you want”

So it is with business partners. 

I am often asked to develop transition plans for businesses to be passed on to children. Occasionally parents insist on a 50/50 split. I don’t like these arrangements because they instantly create governance issues. My response is to always push the family to come up with a FORMAL plan on how they will “break the tie” in future disagreements and include that plan in the by – laws.

But my all – time favorite is the “Texas Shoot Out” Provision to be included in the buy – sell agreement.

It’s very simple:

Johnny can offer to buy Billy out at any time for a specific non negotiable price.

Billy has only two options:

  1. He must either accept Johnny’s offer; or
  2. Offer to buy Johnny out for exactly the same terms.

If Billy chooses #2 and reverses the offer Johnny MUST accept it.

Of course it could be Billy making the first offer to Johnny.

Either way, once one party makes an offer, the other MUST accept it or reverse it. Refusal to do either constitutes acceptance.

Kinda keeps things above board.

Rice Paddy to Rice Paddy in 3 Generations

pass-batonSociologists have discovered there is a saying in every culture that is best illustrated by the title to this article (which is the Chinese version). Basically, it refers to the lowly peasant who works hard to break out of the rice paddy life by starting a business which he then passes on to his heirs. The heirs live off his efforts for a generation but their heirs are back in the rice paddy. So what is the difference between family businesses that thrive for multiple generations and those that don’t?

I have just returned from a visit to see Schoedinger Funeral Home’s (Columbus, OH) newest facility. WOW!! If you want to see the future go see it.

But that’s not my point. Schoedinger’s is now in their sixth generation. Some day maybe they will let me do a case study. But I have known them for years as well as a few others like them and their are some common characteristics.

Some of the basics that you most commonly see is an ingrained respect for one another, treating the business as a business not a means to a lifestyle, minimizing that sense of entitlement, clearly defining roles, intentionally developing skills and gifts and a solid, formal governance structure.

As an aside, I recently worked with a family on their succession plan. The parents insisted that the two children have equal ownership. My response? I challenged the successors to work together to come up with a formal system of governance that would clearly address the question: “how are you going to break a tie?” I expect one of two things to happen: a) they will demonstrate they can’t break a tie…or, b) they will come up with a plan.

Back to my original point: How do families succeed beyond 2 or 3 generations?

Kennesaw State University’s Cox Family Enterprise says that, for those families that succeed, succession planning is built into their DNA. There is no entitlement only merit. Yes, you get a genetic preference but you MUST be able to contribute meaningfully to have a management role. This means an intentional plan to:

  • Expose potential successors to all aspects of the business
    • operations
    • finance
    • management
    • vendor relations
    • vision casting
  • Be fully transparent
    • with each other
    • about true competency
    • roles
  • Have a clear sense of mission
    • Know who you are
      • and who you aren’t
    • have clear expectations
    • hold stakeholders accountable for results
  • Everyone earns their role
    • You don’t get to be an officer until you demonstrate ability

Of course, not everyone wants to be a multi generation business. But, if you do, being intentional about it through a clear plan is a requirement.

 

What Proof Do You Require?

We live in a litigious society. More and more practitioners are ending up in lawsuits.  Often it isn’t really their fault. Lawyers will tell you to make sure you always CYA!

Richard Callahan, former funeral home owner and funeral director has spent the last 20 years of his career as an Expert Witness in a variety of legal actions. At a recent meeting he offered the following:

How often do we ask for proof that the person making arrangements is the person who has the legal right to make arrangements on behalf of the deceased?

Among the group attending, many required no proof, some took photo copies of government identification for their files. Richard felt this was not enough and provided the group with this simple affirmation. With his permission I offer it here.

“I_____________do hereby represent to XYZ Funeral Home,(cemetery or crematory) that I am the person who has the primary right of disposition of the remains of________________, deceased. I so represent, in the knowledge that XYZ Funeral Home,(cemetery or crematory) will rely on my representation , in good faith.

Signed________________

Date_________________

Neither Richard nor I are lawyers and you are strongly encouraged to Vette this with your attorney. But it makes sense, in these times, to document everything.

Richard Callahan is funeral director / embalmer Board Certified in all 50 states. He began his career in 1973 and has bought and sold several funeral homes in New Jersey, Pennsylvania and California. He has served as Past President of the Los Angeles County Funeral Directors Association and a former board member of the California Funeral Directors Association.

For more than 20 years he has been called on to testify as an Expert Witness in numerous lawsuits.

Too Busy To Succeed

tractionMost of us know that success requires that we spend, at least, some time working “on” our business instead of “in” our business. Yet, in practice, we find this piece of essential wisdom to be nothing more than a tired cliche’.

Having spent the bulk of my career studying funeral practitioners and all of my life studying myself, I think I know why. Spending time working “on” our business is less familiar than working “in” our business. In other words, we know how to work in our business better than we know how to work on our business. It’s easier to fall back into life long patterns. Quite frankly, being too busy provides a false sense of security and even progress. So, we fool ourselves into thinking we are making progress. But that uneasy feeling in our gut tells us differently.

I have found, at least for myself, that there are three ways to break this pattern and begin doing the increasingly necessary work of the business itself.

Commit to NOT being THERE: This means that you schedule a time in advance to being offsite with no phones or text or email. Actually, you can have all of those but your staff is under strict orders not to call you unless the building is on fire. Sometimes, I just go to the library or some other quiet place.

Don’t make it up: Working on your business means planning and planning means structure. Most of us don’t really know where to start working on our business. We tend to gravitate toward the things that worry us or irritate us. I truly believe that the reason we don’t work “on” our businesses is because we don’t know how and we have no model to emulate. I read a lot and, frankly, have been disappointed in most of the literature on this subject. Recently, however, I encountered a book that is the most practical blueprint for working on your business. It covers all of the critical elements but it goes beyond ideas by providing very strong processes and systems for moving your company forward. Get “Traction” by Gino Wickman

Don’t do it alone: The one thing I anticipate Funeral Directors resisting in Wickman’s book “Traction” is that he is all about accountability. And for those who need to work “on” their business accountability is the single most important element. That’s why I say “Too Busy To Succeed”. It is so easy to be pulled back into the whirlwind of the funeral business. Wickman’s system makes everyone accountable to everyone else. But I believe the leader needs to be accountable to peers. That means assembling a group of people who care enough to be tough with you and hold you accountable to focus and deadlines.

Short Term Study Group

If you feel it’s time you break the cycle of start and stop ideas, non – cooperative staff, endless unfinished projects and always feeling you might be behind the curve, I am organizing a SHORT-TERM study group to help my clients break through and gain the advantage of focused, disciplined strategies that hold people accountable.

I am a big fan of study groups. But, all too often, they degenerate into “clubs”. People forget what you committed to last time and there is no real accountability.

This study group will be short – term (3 – 5 years) because it will be focused on achieving the goals each member identifies. We will, as a group, implement the “Traction” processes and systems. We will meet electronically once a month to update each other, discuss issues and hold each other accountable. If you fall back into the “working in your business” pattern we will lift you up. If you stay there I will politely ask you to withdraw.

The reason it is short – term is that it is goal – specific. Once goals are realized it is time to disband. That does not mean that the group or individuals in the group can’t repurpose and establish new goals. But, if I am involved, it will not become a club.

If you really want to break out and think this might be a good pattern for you contact me at

alan@alancreedy.org

 

A Comment That Changed My Life

chasing rainbowsMany years ago I fell prey to a “woe-is-me” episode. A friend made an offhand comment that changed my life direction and I want to share it with you.

But, first, let me say that his comment really offended me. That’s a true friend…someone who tells you what you NEED to hear regardless of how it makes you feel. Anyway, I was literally furious for several weeks.

But I couldn’t shed the comment and slowly realized its truth and that caused me to grow, take courage and DO SOMETHING about the situation. His comment:

“YOU ARE WHERE YOU ARE BECAUSE THAT’S WHERE YOU WANT TO BE”

Oh, it was so much easier to believe I was the victim. But being a victim allows you to avoid blame and put the responsibility somewhere else. And you can only truly change your circumstances when you take responsibility for your circumstances.

I realized I was angry because his comment meant I was responsible. My poor choices and judgment had resulted in the problem. How I responded to the path of options that had led to my circumstances was my responsibility alone.

I realized that I was addicted to avoiding rejection, conflict and blame… both just and unjust. That avoidance behavior caused me to “go along” with others just to “get along”. I realized that my need for acceptance and approval was driving me to continually “chase other people’s rainbows.”

Taking responsibility meant taking risks, potential disapproval, and accepting blame. But chasing one’s own rainbow means you get where YOU need to be. It means operating on the assumption that you deserve better.

The outcome? I think at this later stage of life I can look back and say that I have earned greater respect, more solid friendships, greater stability and confidence. No, I haven’t achieved all that I had hoped but I am sure further along than I was. So, now when I feel the “woe-is-me’s” coming on I ask my self two questions: “Why do I want to be here?” and “What choices did I make that got me here?”

Whose Rainbow are you chasing?

5 Ways Funeral Directors Sabotage Progress

spyThe prevailing culture in funeral service is Passive Aggressive. I have talked about the “ten call man” before and how that person subversively undermines a business. But, unwittingly, owners and staff can undermine themselves.  Here are 5 ways you can commit “self-sabotage.”

  1. Never permit short cuts. It’s necessary to establish procedures and rules to avoid mistakes. But too many rules and supervision that is too tight can prevent employees from using personal judgment in situations that demand it. You need to emphasize rules but always describe and encourage achieving the desired outcome of those procedures or rules. For instance: “We always answer the phone before the third ring…BECAUSE we want the public to feel we are organized, competent and ready to care for their needs.”
  2. Make committees as large as possible. Many people feel they have to be as inclusive as possible.  But, the bigger the committee the more complicated the decision making. Worse yet, many funeral directors are predisposed to making decisions by consensus and that rarely works. Keep committees as lean as possible.  Again describe the outcome you want. I once created a committee to work on the licensee scheduling. I charged them as follows: We want a schedule that respects the need of people to be able to spend time with their family, serve those we serve with continuity, operates within our economic constraints and gives everyone at least one day off every 7 days…With clear guidelines it took a while and even some experimentation but they got it done.
  3. Allowing people to continually reopen and second – guess decisions already made. I am not an authoritarian but I learned as a parent that I had to determine which decisions I was willing to stand behind which didn’t matter. Kids pick it up fast and don’t argue much when they sense determination. When I ran Trust 100 I tried never to change things for our sales people. But when I did I needed to be resolute. Once I realized that after an 18 day grieving period people pretty much got over it I knew that part of my responsibility was to be clear and decisive.
  4. Overly advocating caution. Saboteurs seem to have an overly developed sense of what could go wrong. I once pulled in a few favors to help a client redesign a sign in order to attract more attention on a busy boulevard. The facility was located about 1/2 a block in from a busy stop light. The design was so successful that when I presented it one of the employees gasped that, “If we put that up someone is going to have an accident.” In spite of the open admission that the sign would have accomplished its purpose the concept was torpedoed in favor of caution.
  5. Sending updates too frequently. This may not be obvious but let’s remember that most people in this world are not good at handling abstracts. Furthermore, most people don’t like change. Premature updates can be distracting, give people too much opportunity to trash an immature plan and can discourage the planners by inappropriate feedback.

The solution:

  • Define the result you want
  • Keep task groups small
  • Give them clear direction in terms of outcome
  • Limit premature feedback
  • Once a decision is made DO NOT waiver unless YOU see that there might have been a mistake.  You will learn what I learned. Give people an 18 day grieving period and they will move on.