Monthly Archives: March 2015

Making It Easier

One thing people have shared with me is that they like to post the Lessons Learned list on their work wall, as a reminder. I’ve included an easy to print version for those of you who’d like to do the same. Go to “My Lessons Learned List” under Pages on the top right hand corner to find it.

Enjoy!

Instincts

You can learn a lot through reading, school, on the job classes. But unless you couple it with experience, it’s like a free floating fact in your brain…interesting, but what do you do with it?

If you haven’t had the experiences yet, listen to your instincts.

A good friend who astonishes me in his ability to size people based on very little information explains his prowess this way:

“I grew up in a tough neighborhood in Brooklyn. So when a guy’s walking down the street towards you, you need to be able to size up pretty quickly whether or not he’s going to shake your hand, or knock you out. Are they a friend, or a hustler?”

Our ability to rationalize and over-think things often gets in the way of our instincts. When your instinct kicks in, listen.

How to Hold Great Planning Sessions/Offsites

At some point in your career, you might be asked to organize a planning session, 2 day offsite, something that a group of people will attend. You will be in charge of what they do for those 2 days. Having planned many, and attended many, here are my top 5 lessons learned.

1. Schedule the subjects and speakers in an order that makes sense. Think of it like organizing chapters in a book. If you’re going to have a discussion about strategy, make sure the key subjects are teed up ahead of time.

2. Schedule 30 minute breaks. 15 minutes turn into 30 minutes anyway. People need to return calls, read blackberry. If you don’t give them sufficient breaks, they’ll do it during the meeting. I always schedule a mid-morning, and a mid afternoon break and order snacks, coffee, water to keep the energy up.  Sometimes it’s a working lunch, but they always get the breaks.

3. Be available to review decks and provide feedback, but don’t get too hung up on form over substance. Now some meetings, you won’t have a choice and will need to follow clear guidelines.  But I like to let people reuse materials they may have already created. Be clear about deadlines, and let folks know: miss the deadline, you’re walking in with copies for everyone. Most people want to avoid showing folks that they were late. Don’t cut production time too close.

4. Make sure someone is keeping track of key questions, subjects, and follow ups. I keep notes during the session, and will type them up at the end of the day, and distribute them the next morning for comments from the team. It keeps the material fresh, the group focused, and makes it a lot easier to remember the takeaways post meeting.

5. Leave room for the unexpected. If it’s a large group, and a controversial topic, I’ll give the speakers 30 minutes, but I’ll schedule an extra 30 minutes for “buffer time” in the agenda. Nothing’s worse than having to cut off a great conversation because of time. I’ll also schedule a few “free-floating” topics which can be moved around if we go over.

The point of the offsite is to bring the group together to be updated and informed, but also to enable the group to make decisions in a short period of time. The best ones accomplish both.

Enough

Another powerful word. What is enough for you?

A story: two writers, Joe Heller and Kurt Vonnegut meet at a party. Kurt tells Joe “Our host made a billion dollars. More money than you made on your best seller.” Joe responds “Yes, but I have something he’ll never have.” “What’s that?” Kurt asks. “Enough.”

Think about what enough looks like for you. Does it mean vacations twice a year? Not worrying about retirement? Paying for your kid’s tuition?  Being able to sleep at night without worrying about bills?

Define it for yourself and put a plan in place. No matter what, you’re going to want enough.

 

 

Improvements to Lessons Learned

You’ll notice I added a “register here” section to the site so that you get an email alert when I post (along with the hundreds of emails you get already!)

Also, a reader asked me why I didn’t enable “comments” to the site. While I try to assume positive intent, people can say things which are hurtful to each other (have even seen this on breast cancer blogs!), so I don’t allow comments. Maybe someday.

Thanks for the feedback…..