Lessons Learned

Part I of II

For the past 17 years, during December, I share the biggest lessons I took away throughout the year. During 2023, these were the best:

Knowing Thyself – In February, I heard about the Why Institute, which took Simon Sinek’s popular ‘Start with Why’ theory and constructed a way to measure the reason an individual does what they do. After taking the WHY.os Discovery I signed up, completed training, and became certified. In October, I attended the annual gathering in Albuquerque, where I met many coaches dedicated to helping others better understand themselves. I’ve delivered individual and team debriefings for more than 80 folks so far and want to add 120 more next year. It’s rewarding to help others better understand themselves by revealing their Why, How and What, and hearing, ‘Yes, that’s me!’ 

Teaming Up – Since 2010, I have worked closely with another coach… supporting each other on engagements within our individual accounts. In 2017, we added a third coach to the mix. This year, I vetted and deployed eight others at a single organization. Realizing that ‘separate, together’ is better than ‘single shingle,’ the original trio formed a new alliance last fall – LAH Insight, LLC – with the mission to collaborate with each other and serve larger entities. More to come soon.

Down Time – Kathy and I took all the precautions at the height of the pandemic, and I received every vaccine, including the latest in October. We successfully skipped Covid… until not feeling well the week before Thanksgiving and testing positive. The next 10 days were a slog, first with a severe head cold, cough, fever and chills for four days… then no energy (with lots of naps), before it departed our house. There seems to be an uptick in cases early this winter, and symptoms appear worse than the past couple of variants. Stay cautious and stay healthy. 

Clear View – We moved back into our home a year ago after a complete remodel, with replacing every window the only item to be completed, due to a lengthy backorder. On the morning of January 12, a crew of 17 arrived and quickly went to work removing 37 frames and installing much better energy efficient windows. It was a windy day and my gut said, ‘Wonder how that’s going to impact things?’… yet I trusted their experience and kept quiet. Big mistake! At the end of the day, our ‘new’ home was covered in dust. We spent weeks cleaning up the mess. They also ruined many of our new windowsills – and we had to repair them at an additional cost. The manufacturer made the window above our kitchen sink incorrectly, and an installer has come back twice, months apart, to replace it. Both times there was a different issue, and we’re still waiting for attempt number three. The most disheartening thing is we spoke to several other families who recently replaced windows and none of them had any problems. 

Just Ask – The rise of AI the past 12 months has companies quickly moving to deploy Large Language Models in their processes. Some experts believe this is a paradigm shift in productivity. Others suggest it’s a matter of time until robots take over. I played with ChatGPT early and found it to be a good starting point for idea generation. A few months ago, I heard about iClaude, which was created by former Open AI employees. It accesses more current information, accepts PDFs, and can analyze up to 75,000 words, so you could upload a book and iClaude will summarize it. While no one is certain where all this innovation leads, I attended a webinar during which the presenter shared this equation: HI x AI = AHI(2): Human Insight times Artificial Intelligence equals Additional Human Ideas. Sounds good to me. 

Lessons Learned

Part II of II

Which One? – During the wrap-up meeting to conclude an engagement with an engineer client, their boss shared a technique his mentor used when someone offered a contrarian viewpoint: “Right now are you using engineering or opinioneering?” I like that.

Quick Change – In October, our son married a wonderful woman that he – wait for it – met in kindergarten. She moved away after fourth grade and they only crossed paths a few times. Fate brought them together again and they quickly fell in love. Best of all, from my seat, she has a two-year-old boy, so we became instant grandparents. Then more good news came this month: there’s a future member of the family arriving in August. Life is filled with surprises.  

Bad Picture – Obviously, we were excited to send Christmas cards to share photos with our family and friends. Kathy created them online and the box arrived at our doorstep on December 16, perfectly timed to address envelopes the following day for on-time arrival. When she opened it, I heard a gasp, then: ‘You’ve got to be kidding me!’ Seems the printer mistakenly sent us another family’s order. Which, of course, begs the question, who received our cards? – and – was this a one-time mistake or did many families have a similar ‘WTH’ moment? 

Just Believe – After many years wandering the pigskin wilderness, our beloved Texas Longhorns made the College Football Playoff. As we have attended nearly every home game since 2013 – being part of a tailgate team that feeds upward of 150 people – this is a magical time. It is also filled with sadness. Our good friend and tailgate partner Brian passed away in April following a brief illness, then just before the season, retired Texas Sports Information Director Bill Little died at age 81. In 1988, Bill told me I needed to meet the new media person in the Southwest Conference office. I did… the next day. We married 17 months later. I’m unsure what will happen on January 1 in the Sugar Bowl; however, I know we have two friends above who will have their Horns Up.

Easy Approach – I always end this with a suggestion for a worthy charitable cause. Throughout 2023, I took a different approach to giving. While I always believed food servers deserve 20% tips for their hard work, I upped that to 30% and more. Seems a good way to skip the overhead of nonprofits and give directly to those who need it.

Finally, as always, a quote about the importance of the season: “She was so busy doing Christmas, there wasn’t time to experience Christmas.” ~ Lori Copeland

Merry Christmas. Happy Holidays. Season’s Greetings. May 2024 be special for your family, may it bring Peace to the world… and continued success in all things. 

Service Masters

Recently my subscription to The Athletic auto-renewed for another year. The next day I realized my wife’s New York Times subscription includes The Athletic, so that evening I went to their website to find out how to contact them and request a refund.

Whenever using online Chat for customer service, I have a bias that it’s likely AI or some FAQ auto-responder; thus, I start with: “Are you a real person?” Since the response was, ‘Yes’, I explained what happened in a few short sentences. The typist on the other end asked for my user name, confirmed we were covered by the NYT, and said they would issue a refund.

Whenever using an online Chat for refunds, I have a bias that it’s likely the credit won’t show up in our account for some time; thus I write: “When can we expect the funds?” Since the response was, ‘Might take up to five business days’, I made sure to check the statement a couple days later. Sure enough there was the refund.

Things don’t always go this easily, so I took the time to send an email explaining what happened and thanking them. Having been a small business owner, I learned 25 years ago that people are quick to point out what’s wrong… and seldom take the time to acknowledge a job well done. I try to remember to do that. 

Rolling Along

The noise started whenever our CR-V hit 40 mph. Thump-Thump-Thump. It’s my wife’s car, so I drive it only occasionally – and usually with us having conversation or ‘E Street Radio’ or ‘College Sports Radio’ playing on Sirius XM. Thus, when she told me, several times, there was a problem, I said, “It’s not that bad.” Of course, I had purchased an inferior tire compared to what we always had, so there might have been a slight bit of hidden defensiveness in my response.

Months passed… then a year… and finally it became so loud that even I admitted something was amiss. So I showed up at Discount Tires one Friday morning when they opened. After explaining our situation to the young man helping me, he said, ‘You bought these more than a year ago, so I don’t have the authority to do anything.’ He walked over to his manager and spoke to him. The manager came straight to me and said, ‘Let’s to take a look.’

On the walk to our car, I told him what happened and suggested that he drive it to see for himself. He checked the tires, asked me to turn the wheel in each direction and said he didn’t need to drive it. We went back inside and he asked, ‘What would make this right?’ I told him: “I want to go home and tell my wife it’s resolved and that there are Michelins on her car.” He said. “How about I give you our best price, plus a $250 credit on these?”

Listened well. No excuses. Problem resolved.

Forty-five minutes later I got in my car and turned on to the access road. Thump-Thump-Thump. I wasn’t angry… just frustrated. So I called the friend who works on our cars, explained the issue and dropped it off at his house. He tested and said the bearings on the front left were bad.

New tires. New bearings. New silence.

From now on: only Michelins… and always, always, always address a problem when it arises. 

Worth Waiting

In 2015 and 2016, I was invited to work with a large franchisor on strategic planning for each of their then 12 brands. A couple years went by so I circled back to see if there might be an opportunity for another round. “We decided to use a larger firm,” I learned. “They have more people who will be involved in the process.”

Covid happened. Time flew. Other clients appeared. Yet, I always stayed in touch with the COO, who I’ve known for nearly 20 years. Perhaps the simplest thing I do is wish her a happy birthday each year.

In the spring, that organization’s VP of Strategy contacted me: “We want to do strategic planning for six of our brands this summer and [CEO Name] said I should talk with you.” After a couple of conversations, he shared that, from his understanding, the last round with the larger firm didn’t align with their culture.

This summer I made four trips there to work with the leadership team of each of the brands… helping them prepare for 60-minute presentations to the CEO and CFO. Those are happening this week.

You never know when a former client will come back around. It’s important to stay in touch and continue to be available when needed. This organization now has 19 brands, and they told me to expect to work with the other 13 during the next two summers.