LAMA Review 2007 Quarter 3
Transcription
LAMA Review 2007 Quarter 3
THE LAMA The Journal of the Laboratory Animal Management Association, 2007 Volume 19 - Issue 3 Post Approval Monitoring Page 8 Workplace Motivation Page 16 One Of These Days I am Going to get Organized Page 24 Training Protocol & Planning Page 32 The Lama Review Page 1 Contributing Writers Page 2 Bob Beck Jacque Calnan Casey Kilcullen-Steiner Cammie Symonouicz Steve Young Bill Umiker (Dec) The Lama Review Ron Gordon George Irving Carolyn Maunjowski Katy Burns Gail heidbrink Harriet Burgess Objectives of the Laboratory Animal Management Association • To promote the dissemination of ideas, experiences, and knowledge • To encourage continued education • To act as spokesperson • To actively assist in the training of managers This publication contains copyrighted material the use of which has not always been specifically authorized by the copyright owner. Such material is made available to advance understanding of ecological, political, economic, scientific, moral, ethical, personnel, and social justice issues, etc. It is believed that this constitutes a “fair use” of any such copyrighted material as provided for in section 107 of the US Copyright Law. In accordance with Title 17 U.S.C Section 107, this material is distributed without profit to those who have expressed a prior general interest in receiving similar information for research and educational purposes. If you wish to use copyrighted material for purposes of your own that go beyond “fair use,” you must obtain permission from the copyright owner. For more information concerning The LAMA Review, please contact the Editor in Chief, Fred A Douglas at (765) 532-7177, FAX (765) 494-7569, or e-mail: fad712@ insightbb.com Change of Address: Attention, Members. Are you moving? To ensure that you receive your next issue of The LAMA Review, please send your change of address to: The LAMA Review, P.O. Box 2475, West Lafayette, IN 47996. LAMA Review advertising rates and information are available upon request via email, phone, or mail to: LAMA Review 7500 Flying Cloud Drive, Suite 900 Eden Prairie, MN 55344 Tele: 952.253.6235 Fax: 952-835-4474 [email protected] Employment opportunity ads are FREE The Lama Review Page 3 T H E L A M A Volume 19, No. 3 EDITOR IN CHIEF Fred A. Douglas West Lafayette, IN ASSOCIATE EDITOR Vacant MANAGING EDITOR Evelyn Macy Lafayette, IN EDITORIAL ADVISORY BOARD Steve Baker Framingham, MA Bob Beck West Lafayette, IN Jacquie Calnan Alexandria, VA Ronald W. Gordon Middletown, CT Tracey Helman Melbourne, Australia George W. Irving, III San Antonio, TX Casey Kilcullen-Steiner Tucson, AZ Steve Young Charlestown, MA HIGHLIGHTS IN THIS ISSUE TAB LE O F C O NTE NTS 7 8 12 16 20 23 24 32 A Message From The President Post Approval Monitoring WorkPlace Motivation 2007 LAMA Review Conference Training Can Make a Difference VICE PRESIDENT ELECT Steven Baker Framingham, MA PAST-PRESIDENT Regina M. Correa-Murphy Providence, RI One of These Days I am going to Get Organized SECRETARY/TREASURER Howard Mosher Wallingford, CT Training Protocol & Planning EXECUTIVE DIRECTOR Jim Manke Eden Prairie, MN BOARD OF DIRECTORS Q&A ONE YEAR Lisa Brown El Paso, TX Daily Drive Brian Tracy Tips Foundations for Success Managing Your Health Leadership wired Crossword Puzzle Book Review Allentown......................30-31 Ancare..........................27 Edstrom Industries.......42 Lab Products..................5 Page 4 PRESIDENT Kimberly Edgar Lebanon, NH VICE PRESIDENT Kyrsten Koebach Ayer, MA The Problem Solver DEPARTMENTS 9 11 28 37 38 39 43 44 2006-2007 EXECUTIVE COMMITTEE OFFICERS The Lama Review Joseph Krajicek Omaha, NE TWO YEAR Laura Mistretta Denver, PA Cammie Symonowicz Wallingford, CT COPY EDITOR Olivia Kirby West Lafayette, IN PRINTER Data Print Distribution Edina, MN Harlan............................10 Myrtle’s Rabbitry............18 Purina - Lab Diet............57 Techniplast....................Back Cover Kennels? Of Course! Surprised? You shouldn’t be. Our Fixed Modular and Mobile Modular Kennels feature all stainless steel construction and easy-to-assemble modular panels that offer a wide variety of design configurations, enhancing flexibility and maximizing efficiency. • Design and Build Your Own Kennels • Choose From Various Modular Panels • Easy to Assemble Pin Design (No Tools) • Sliding Doors and Removable Panels • Patented Formed Beam™ Design • Designs for Dogs, Swine, Sheep, Cats • Many Enrichment Options Available For more pleasant surprises about our kennels and other products lines, call or visit us online. We design and manufacture the most extensive selection of laboratory animal housing and care equipment in the world, with a four-decade long legacy of providing legendary quality and value. FOR ALL YOUR ANIMAL HOUSING NEEDS NOBODY DOES IT BETTER Proudly manufactured in the U.S.A. LABPRODUCTSINC.COM • 800.526.0469 Lab Products, Inc. • 742 Sussex Avenue, P.O. Box 639, Seaford, DE 19973 • 800.526.0469 • 302.628.4300 • Fax 302.628.4309 • labproductsinc.com © Bio Medic Corporation 2007. Formed Beam is a trademark of Lab Products, Inc. Made in USA. From the Editor’s Cube “All change is not necessarily good but no change at all is not good!” So change continues to be in the air with your Association publication the LAMA Review. As many of you are aware we just completed a major survey of the membership. And we were very pleased with the high rate of return. I was particularly interested to receive the feedback from all of you as to how you perceive the Review to be doing and what changes you would like to make. At present your Editorial Board is reviewing the data. Based on our evaluations we will be working hard to renovate the magazine to make it what you the membership want and need it to be. Some changes are already afoot. We are looking at such areas as new columns, new layouts, and a new look. But one major change that we are announcing with this edition is that we as a Board would like to encourage you the members to begin submitting original articles on lab animal management for publishing in the Review. I am excited about this new initiative and look forward to seeing many of you in print. Articles can cover any aspects of laboratory animal management to include personnel, fiscal, regulatory compliance, physical plant management, etc. If you have an article to submit please feel free to either mail it to the post office box listed in the front of the magazine or simply email it to me using the email address listed inside the front cover. Just to wet your appetite I have recommended to the Board that we eventually provide an award for the best article for the year published in the Review. Everyone was enthusiastic about the suggestion. As soon as I know more about this I will be passing it along to you. I hope that you enjoy this edition of the Review. And wish you the best until the next edition hits the streets. Fred Douglas, BS, RLATG Editor-in-Chief The LAMA Review Page 6 The Lama Review July 7, 2007 President’s Message “What matters now, as always, is not what we can’t do; it is what we can and must do.” Eleanor Roosevelt In the early 1980’s, the need for supervisors, managers, and directors to freely share information on the wide variety of management issues facing animal facilities provided the momentum behind LAMA’s creation. The sharing need for information exchange is still critical for the successful management of facilities today. In 1986, LAMA Lines was the first publication for LAMA to cover topics of interest to our members and organizational news. Over the years, LAMA Lines changed as technology advanced and as our leaders’ professional commitments reached critical limits. As a result, LAMA adapted with the changing times by ending the traditional printed newsletter, opting for a listserv, website and mass e-mail messages instead. The member managed listserv did not survive; however, the website is alive. Recognizing that our members have critical limits on how much time and resources they can devote to LAMA, in concert with our need to share information as the basis for our organizational existence, in early 2006, we moved to a professionally managed website. Rich Farris with Custom Fit Computer has the professional webmaster expertise to manage our website. Rich has proposed a number of enhancements to our website, with the goals of providing better information and accessibility to our members. The organization needs to decide how to best share information with our members through website enhancements or exploring other technologies, such as blogs, RSS, twitter, etc. The challenge will be at what costs to our organization’s financial resources do we move to other methods of information sharing? In 1989, The LAMA Review was launched on a quarterly basis through the hard work of Rob Weichbrod, scores of dedicated writers over the years and the much appreciated generous financial support of our Allied Trades Association Members through their ongoing advertisements in the journal. Today, The LAMA Review is edited by one of LAMA’s Founding Members, Fred Douglas and a dedicated Editorial Board that have the courage to make changes to the journal to best meet the needs of our members. Over the next few editions, observe the changes happening that are occurring based on membership feedback. However, the journal’s traditional focus on human resources management is what we can and will continue to provide to our members. Hope you enjoy this issue of The LAMA Review. Please consider sharing the information contained in it with your staff, so that momentum behind LAMA’s creation will continue. Kim Edgar 2007 LAMA President The Lama Review Page 7 Post-Approval Monitoring: A Year in Review In my position of Manager of Quality Assurance program fell on me. At Northwestern University, I and Training within the Center for Comparative function as the Manager of the Quality Assurance Medicine at Northwestern University, I had and Training Department at the Center for personally never heard of Post Approval Comparative Medicine (CCM). This job keeps me Monitoring prior to October of 2005. It came to quite busy and squeezing the PAM program into my attention as a recommendation from our site my duties proved difficult. It also added an extra visit with AAALAC International (Association for complication because I work for CCM but for the the Assessment and Accreditation of Laboratory purposes of the PAM program, I report directly Animal Care) which was conducted in July to the ACUC. Some may say this is a conflict 2005. When the site visit results came in, I was of interest. Unfortunately, as our ACUC office assigned to develop a Post Approval Monitoring is completely understaffed, there was no one (PAM) program for Northwestern University. else to run the program. I quickly realized that My immediate thought was “Where do I begin”. we needed to hire a full-time person to run and Thankfully, the University of California at San further develop the PAM program; a person who Diego published an article in Lab Animal (1) could devote the required time that the program about their PAM program in November 2005 necessitated. and Duke University had a lot “The hard part about having At this point in time we of information on their website. a PAM program was the fact have hired Susan Kallay, Using these two programs as that you actually have to do a starting point, reference, to function as the “Postsomething with it to make it and guide, I developed a PAM Approval Monitoring Program work, and you have to do it on Administrator”. She has Program for Northwestern a regular basis.” University with guidance from taken over all duties and our Executive Director, Dr. responsibilities for PAM and is Philippe Baneux, who also happens to be a in the process of developing the program further member of AAALAC’s Council on Accreditation. to make it more comprehensive and complete. The next task was getting buy-in from our Animal Care and Use Committee (ACUC). The ACUC at Northwestern University consists of 19 members, most of whom are researchers. In December of 2005, the committee was presented with the documents that would be used during PAM visits, as well as a power point presentation parading the benefits of having a PAM program at Northwestern. Once again, Dr. Baneux was there to provide guidance for the committee from an AAALAC standpoint. While some concern and trepidation was expressed by committee members, the PAM program still managed to be voted into existence. The hard part about having a PAM program was the fact that you actually have to do something with it to make it work, and you have to do it on a regular basis. The task of implementing the PAM Page 8 Northwestern University Campuses and Community At Northwestern University, we have about 800 active protocols spread between approximately 270 Principal Investigators (PI’s) and two campuses. The two campuses are 12 miles apart. The Chicago campus houses about 2/3 of the animals used in research while the Evanston campus houses the other 1/3. The Evanston facilities service the School of Engineering and Applied Sciences, the College of Arts and Sciences, and the School of Communication. The Chicago vivaria mainly service the Feinberg School of Medicine. CCM houses a total average daily cage count of 17,000 cages, consisting mainly of a mouse population of around 60,000 animals. Although the majority of animals housed at Northwestern are mice, the range of species The Lama Review - Continued on 14 MANAGEMENT INFORMATION By Bob Beck Q: I belong to several professional organizations. Between them, work, and home I have precious little time. How do I go about choosing which association to give my time to? A: This is a great question in that so many professionals today are faced with the same dilemma! My initial response is to tell you to become selfish about your time!! This is what you are trying to accomplish anyway: investing your time where it works best for you. Some questions to consider in sorting through your organizational options include: • Which of these excite you? Which ones truly stimulate you? • Based on the goals of the organization or the people in it, which ones get you going? • What is the time requirement for each? How does this ‘fit’ with your home/family desires and work schedules? • What gaps do you have in your professional experience/knowledge that could be filled by participating in one of these groups? • What are the respective costs of participating in each, such as membership fees, travel to attend the meetings and this list goes on. What you can see very quickly is the need to literally sit down with a spreadsheet and conduct your own cost-benefit analysis on your organizational options. This may sound too clinical or overboard for some folks, yet again, what is the most valuable commodity we command that is also limited in supply? It is our TIME!!! So it only makes sense to ‘invest’ your time where you can receive the greatest return on that investment. The answers to the questions above begin to provide you with the criteria necessary to make an intelligent, informed choice as to which professional organization(s) you will benefit the most frombased on the time invested! Once you have identified the optimal organization for you, jump in with both feet and enjoy your time, knowing you are not sacrificing a commitment some where else in your life schedule! The Lama Review Page 9 Access to Excellence WORLDWIDE HARMONIZATION OF LABORATORY ANIMALS WORLDWIDE HARMONIZATION OF LABORATORY ANIMAL DIETS IN-BARRIER SURGICAL PROCEDURES CUSTOM RESEARCH DIETS QUARANTINE SERVICES BEDDING AND ENRICHMENT PRODUCTS FLEXIBLE-FILM ISOLATORS CRYOPRESERVATION SERVICES TRANSGENIC AND MUTANT MODEL PRODUCTION AND MAINTENANCE DIRECT DELIVERY IN HARLAN TRUCKS WITH HARLAN DRIVERS CONTRACT SERVICES ANIMAL IMPORT AND EXPORT SERVICES REDERIVATION CUSTOM DIET ANIMAL MAINTENANCE ON-SITE SUPPORT SERVICES Single Source Convenience Worldwide. P.O. Box 29176 • Indianapolis, IN 46229 • Phone: (317) 894-7521 • Fax: (317) 894-1840 • www.harlan.com The Daily Drive Malaria-infected mice cured by 1 dose of new drug “As a class, these compounds have proven to be unusually valuable in several ways, from their brisk and potent antimalarial activity to their lack of resistance and crossresistance with other antimalarial agents,” Shapiro said. Compound based on plantderived, ancient Chinese folk remedy The Johns Hopkins trioxanes mimic artemisinin, the active agent in a Chinese herbal drug used to treat malaria and other fevers for thousands of years. Artemisinin comes from the Artemisia annua plant, an herb also known by a variety of names including sweet wormwood. Johns Hopkins University researchers have cured malariainfected mice with single shots of a new series of potent, long lasting synthetic drugs modeled on an ancient Chinese herbal folk remedy. The team also has developed several other compounds which defeated the febrile disease in rodents after three oral doses. These peroxide compounds, containing a crucial oxygenoxygen unit, promise not only to be more effective than today’s best malaria remedies, but also potentially safer and more efficient, said research team leader Gary Posner, Scowe Professor of Chemistry in the Krieger School of Arts and Sciences at Johns Hopkins. The oxygen-oxygen unit in the peroxides causes malaria parasites essentially to self-destruct. The parasites digest hemoglobin, the oxygen-carrying pigment of red blood cells, and, in the process, release a substance called heme, a deep-red iron-containing blood pigment. When the heme encounters peroxides, a powerful chemical reaction occurs, releasing carbon-free radicals and oxidizing agents that eventually kill the parasites. But the first generation of trioxane drugs also had a number of shortcomings, including a half-life of less than one hour. (A drug’s half-life is the amount of time it takes for half of it to be metabolized.) Posner and team believe that their new compounds address those disadvantages. An article about the team’s work is slated to appear on the Web on April 17 in the ASAP section of The Journal of Medicinal Chemistry. Go here: http://tinyurl.com/3cwg3a “Our semi-synthetic artemisinin-derived compounds successfully overcome the disadvantages of their first-generation predecessors,” he said. “Most important is their curative activity after a single, low dose, “We are disclosing, for the first time, which is distinctly unusual. But based on our the curative activity of a new generation intentional design, they may also have a longer of compounds that are long-lasting and half-life in animals. We also designed them to therapeutic, even when used by themselves,” be more lipophilic, meaning they have an Posner said. “Older drugs in this family of enhanced ability to dissolve in fats and thus Gary Posner, Scowe Professor of peroxide antimalarials also are known to to arrive inside malaria-infected red blood Chemistry at Johns Hopkins and be fast-acting, but they are unfortunately leader of a team that has developed a cells.” short-lived and not curative when used new series of malaria drugs. by themselves.” In addition, the new compounds are far less likely to break down into toxic substances when they Though they say their results are very promising, the are metabolized in the test animals’ bodies, making them researchers caution that the new compounds must potentially safer than their predecessors. be thoroughly tested for safety and for how they are absorbed, distributed and metabolized in, and eliminated Although the substance is inexpensive by Western from, rodents’ bodies before human tests begin. standards, the widespread use of artemisinins in the developing world remains limited, in part by availability Malaria afflicts between 300 million and 500 million people and the cost of separating the active ingredient from the a year, killing between 1.5 million and 3 million, mostly Artemisia annual plant. Posner and his team contend children and mostly in developing nations. The parasite that the potency and curative activity of their compounds that causes the disease is spread by female mosquitoes provide “a substantially more efficient and economical use feeding on human blood. The most commonly fatal species of the price-setting natural product.” of the malaria parasite now shows strong resistance to most current treatments, making the development of The team’s research was supported by the National effective new drugs a worldwide priority. Institutes of Health and the Johns Hopkins University Malaria Research Institute. Digital photos of Gary Posner Since 1992, Posner and his team, which includes are available upon request. Contact Lisa De Nike at Lde@ collaborator Theresa Shapiro, professor and chair of clinical jhu.edu or by calling 443-287-9960. pharmacology at the Johns Hopkins School of Medicine, have been tackling that challenge by designing a series of Contact: Lisa De Nike [email protected] 443-287-9960 peroxide compounds, called trioxanes. Johns Hopkins University The Lama Review Page 11 The Problem Solver You Are the Manager, What Do You Do Next? Problem Solver: July 2007 – UnderminDING management An academic institution in an eastern coastal US city has an animal facility which is serviced by two full-time female animal care technicians Monday through Friday, and a parttime female technician who works alone on the weekend. The technicians are directly supervised by the Manager of Animal Care. The Animal Facility is not AAALAC accredited nor do they house any USDA regulated animals, although do maintain a USDA registration . The Manager of the facilities has been recognized nationally by his colleagues in the field for his excellent management skills. He encourages on-going education for his techs, that is to pursue AALAS certification and direct involvement in the local and national levels of AALAS. He has recognized his techs achievements and nominated them for awards, which they have received recognition. He rewards their hard work by providing them with free lunches snacks during their work breaks and parties during National Technician’s week in recognition of their commitment to the Animal Facilities. He arranges educational field trips to various vendor manufacturing plants and arranges for vendors to visit the facility and give educational talks and demonstrate their product line. In return for the Manager’s sincere gestures of appreciation, one of the more dominant technician’s main goals in life is to undermine management at every available opportunity. The manager attends to every issue that is brought to his attention and resolves any problems as expeditiously and adequately as possible. The troublemaking technician recruits the assistance of her co-worker by not squealing on her when she’s late for work or makes a mistake, as if the manager isn’t aware of every move that both of them make. The strategy used to undermine management is for the technicians to privately meet with the faculty members, without the Manager’s knowledge, whenever the part-time weekend technician fails to perform optimally or a Temporary Technician filling in to cover sick days, vacation days, etc. makes a human error or neglects her work duties through just plain laziness. The chronic complaint that I hear from the faculty is that these individuals that are not performing well have not been trained well, when it is not a training problem or lack of progressive disciplinary action. The Technician’s strategy is to very specifically go to a few key faculty members who have very explosive personalities due to a combination of paranoia, manic-depression, and extreme egotistical syndrome. These animal research faculty Page 12 are members of Animal Care and Use Committee and have a vested interest in the welfare of their animals, and of course the success of their research. Another interesting twist to this alleged conspiracy is that the Manager of the Animal Facilities is also the long-time Chair of the IACUC for over ten years. This Chair of the IACUC is responsible for making decisions which may not be popular with all the IACUC Members, but none-the-less is the correct action to take under government policy and guidelines So, if any of the research faculty on the IACUC develop “ruffled feathers” and already harbor some resentment for the Chair, then perhaps consciously or not they respond by taking it out by attacking the management style of the Facility Manager, who has been showered with praise by his colleagues for his management achievements with almost forty years of experience in the animal science field. These faculty generated letters to the Facility Manager, copied to the Dean of Science, with accusations of poor animal care technician training and reference to threats of serious disciplinary action by the University, are profoundly psychologically disturbing to the Animal Facility Manager , who considers himself extremely conscientious and “on top of his game”. The manager is starting to feel like this is a o-win situation because the problem is being fed by a technician with an apparent deep-seated psychological problem with authority coupled with a few key faculty who possess a unique shared sense of insecurity. Their apparent underlying resentment of having their research protocols reviewed by their non-faculty IACUC Chair results in an irresistible urge to strike back at the competence of their Animal Facility Manager. Many meetings with the faculty members overtime has resulted in deaf ears and a tendency to always side with the devious animal technicians. Is this, in fact a no-win situation for the Manager? Is dooms day inevitable for him? If you were the Manager of this Facility what action would you take to brake this recurrent aberrant behavior of your staff’s undermining management and these unwarranted attacks on the competence of this well decorated veteran manager by a few faculty with self appointed authority? - Panelist #1 One of the C’s in IACUC stands for Committee. Committee decisions should be by consensus not by the Chairman. The role of the Chair of the IACUC should be to facilitate meetings and to build consensus around government policy and guidelines while also participating in the protocol review process. If some on the IACUC resent the fact that the chairman is not The Lama Review faculty and go out of their way to make his life miserable, he should resign his voluntary post as chairman. He has an easy out. He can simply say that in the interest of the committee, after over 10 years as chairman, it is time for new blood and perhaps a new perspective. animal facilities. If all else fails, the compliance division of the Office for Laboratory Animal Welfare, as well as the USDA can be consulted for advice. These agencies may even launch their own investigation if they feel that the health and welfare of the research animals are in any way being compromised in this animal facility. Furthermore, the IACUC must conduct it’s responsibilities in an ethical, fair and un-bias manner. Any perceived or actual “conflicts of interest’ between the IACUC Chair, its’ members and the manner in which the animal facility operates can be brought under the scrutiny of the USDA and OLAW. As far as the rogue technician is concerned, it is high time the Facility Manager sit down with her one-on-one and “grab the bull by the horns” and exercise some of his excellent, awardwinning, management skills. He should start off by reminding her of all the perks of working for him; the free lunches and snacks, parties, field trips, vendor visits, and his nominating the techs for awards for doing a good job. He should let her know that he is Panelist #3 fully aware of what is going on in his facility and in the IACUC and that her attempts to undermine his position and cover up of This is a bad situation. Good supervisors who do all the right inadequacies in animal care has to stop for several reasons. things can be disliked simply because they are good. Good IACUC chairs are often the target of power politics because First and foremost, animal welfare and successful research is they are doing the right things. The troublemaker may want being jeopardized when mistakes in animal care are made and the manager’s job and the tactics are designed to discredit effectively sanctioned by lack of corrective action. Second, the manager while building her up with the small team and government policy and guidelines must be followed as well the principle investigators. as department policy – the law pertains to all equally. Third, tardiness cannot be tolerated – people can only get paid for time There are some options: worked and proper animal care requires the work assigned be Fight ‘em: This approach needs time, several allies, and luck. done in the time allotted. Fourth, mistakes and negligence in Don’t go this route. animal care cannot be covered up and must be addressed in a timely manner. Let her know that all the perks mentioned above Find the troublemaking technician another job in the institution: are on the line. If she does not cease and desist, the perks will The people in small institutions know everything. She is go away and her actions will be reflected in her performance making trouble for you and she is likely to do the same review. elsewhere and most everybody knows it. This will not work here. The Manager move laterally in the Institution: Those who are against him now will still be enemies and he will pick up more, especially those who may want the new job that he gets. Not a good idea. Panelist #2 The Manager can move to another job in the lab animal industry. I like this one. The Facility Manager in this scenario must gain control of this situation. The Technician(s) must be placed on a short It’s time to move. Dust off the resume, talk to colleagues and lease and micro-managed as not to have the time and inclicall in some “chips” that exist from past accomplishments nation that they are managing the animal facility instead of and friendships. There are a lot of positions on the East the actual Manager. The Animal Facility Manager should sit coast -- everything from academia to industry to private down with the institution’s HR labor relations expert and the industry. 40 years exceptional experience in the field, IACUC Institution Official and lay all of the cards on the table. HR chairmanship, and numerous contacts should converge to professionals are trained in how to handle over-zealous and assist the manager in finding a position. A dynamic, selfoverly-aggressive employees who attempt and sometimes starter with the kind of experience he has are valued in many succeed in dominating the work-place including their superorganizations – and age will not be a factor. It is getting harder visors. The Manager must also attempt to restore confidence to find qualified and motivated people. Good job targets would by the researchers that management is in fact, in control of be a manager in regulatory affairs, IACUC function manager at the facility and dealing expeditiously and efficiently with all a large institution, or any management job in a small business of their concerns. A means of achieving this might be for the or start up company. Manager to enhance communication with the research faculty on a regular basis. Face to face meetings, weekly, or biDo it now! The manager should walk into the office of the monthly to discuss current issues, and resolve any potential institution official for whom he works and present his very problems regarding the animal and services, would hopefully brief letter of resignation, a request for 2 weeks leave, say eliminate or at least substantially diminish the likely-hood of thank you and walk out. Then go to personnel and officially future issues in which the Techs or the researchers themterminate his employment at the end of his leave period. selves, can use to ignite or fuel their devious “fires”. It is also essential that the Animal Facility Manager stay in close contact with the HR Labor Relations specialist and the “IO” regarding any future flare-ups of a devious nature in the Start the job search. Obtain the assistance of a few trusted colleagues and make finding a job the only job until it’s done. The manager will be energized by the process, thankful to be out of the old job, and a valuable asset to a new boss. The Lama Review Page 13 Post-Approval Monitoring: A Year in Review covers just about every other traditional lab animal species. At this time, the lab animal care and use program at Northwestern is divided up into two components: the Center for Comparative Medicine (CCM) and the Animal Care and Use Committee (ACUC). The CCM performs all of the responsibilities associated with animal husbandry, veterinary care, training, and general regulatory compliance and is directed by the Attending Veterinarian, while the ACUC performs all of the regulatory work associated with the protocol process and program review. Ideally, having an additional “Office of Animal Welfare Assurance” type office would be a great way to remove any bias that could be implied from either the CCM or the ACUC. Post Approval Monitoring Program and Visits PAM Program themselves are a relatively new item in the lab animal field but the concept of the program is not. While having a PAM Program at your institution is not mandated by any of the regulatory agencies or AAALAC International, having some sort of protocol oversight is. A PAM Program provides a method for an IACUC to ensure program and document integrity, compliance, and adherence to protocols. A PAM Program can serve as the eyes and ears of an IACUC, and serve as a facilitator or conduit of information exchange between researchers, and between the researchers and the IACUC. PAM Programs are extremely beneficial in that they provide assurance to both the regulatory agencies and the institution itself that animal experiments are monitored for compliance with approved IACUC protocols. PAM Programs are NOT the animal “police” nor should they be viewed as a replacement for the IACUC. They also do not replace IACUC required lab inspections. The goal of the post approval monitoring process at Northwestern is to review active protocols to ensure that labs are doing what is actually written in the protocol, and if they are not, barring any major deficiencies, to adjust their protocols so that they reflect what is actually being performed. The goal of PAM is NOT to get anyone into trouble, but to catch any issues that may arise before they are at a point where the labs may get into trouble. At Northwestern, because of the size of the program and the number of protocols involved, out goal is to visit each protocol with a PAM visit once every three years. PAM is also a great way to facilitate information exchange between the involved parties and to provide training assistance if needed. Throughout this article, you will notice that the word “visit” is used to describe the meetings with the labs for PAM purposes. When designing the program, we decided to stay away from words like “inspection” or “audit”. This was to help ensure that research staff view the PAM program as a method that is there to help them, not one that is out there to get them into trouble. Using the word “visit” also facilitates a dialogue between the research staff and members of the PAM team and when you have a “visit” the atmosphere is much more relaxed than one found during an “inspection” or “audit”. Our goal in this was to put a positive spin on the PAM program and to avoid any negative associations with it. Another goal of the PAM program is to personalize and individualize relationships between the ACUC, CCM, and the research community at Northwestern. Meeting with labs on an individualized basis adds a personal touch and makes people more willing to work with each other to accomplish goals. It also helps breaks down the barrier of “us” versus “them”. Protocol Selection and Scheduling Visits Any active protocol at Northwestern University is subject to selection for a PAM visit. An emphasis is placed on protocols in which USDA covered species are used, protocols with animals in USDA pain category E, and any protocols that are recommended for PAM visits by the - Continued on 15 Page 14 The Lama Review veterinary staff or ACUC. Once the protocol has been selected, the PI is contacted via email to schedule a PAM visit for the given protocol. This step has proven to be the most time consuming and difficult step in the process and often requires several emails with copies to the ACUC Chair before a response is elicited from the PI or their designee. Every effort is made to work with the PI’s schedule when organizing a PAM visit. Once a date has been set, the PAM Team is selected. In the past, the PAM Team consisted of three members: the Compliance Liaison Associate (CLA) aka the PAM Program Administrator, a veterinarian, and a member of the ACUC office staff. Just recently this has changed and the PAM Team now consists of the CLA and a veterinarian. Veterinarians are selected by their primary areas of responsibility and also based on who is available on a given day. The CLA also makes an effort to rotate PAM visits between the 5 practicing veterinarians on staff at NU so that no one person gets swamped by PAM. The PAM Team is responsible for reading the selected protocol ahead of time and showing up on time for the PAM visit. The PAM Visit There are two parts to every PAM visit and depending on the length of the first part, they may or may not occur on the same day. The first part is the actual visit itself. The visit consists of the observation of a given procedure from the selected protocol. The second part of PAM is conducted after the observation has been completed and consists of sitting down with the PI and lab members to review the PAM form (see attachment). One of the fundamental items that we try to stress during a PAM visit is that “protocol drift” happens. The protocol should be viewed as a living document and as long as significant changes are approved by the IACUC and all changes are made to the protocol as they happen, then things are okay. The PAM Team emphasizes that they are there to observe what is going on and to make sure that the protocol reflects what is occurring in the lab and if the procedures don’t correspond with those in the protocol, then to make the necessary adjustments so they do. Every effort is made to put the lab members and PI at ease during the PAM visit. Again, we let the lab know that the PAM Team is not there to get them in trouble, but to help them make adjustments so that the lab does not get into a position where they may get into a difficult situation. Of course, if gross errors or any situation is occurring that puts animal welfare in danger, the PAM Team will stop the lab on the spot and if necessary, report them to the ACUC or regulatory agencies. Thankfully, we have yet to get into a situation like that! The PAM Team tries to establish the difference between a lab inspection by the ACUC and a PAM visit by the PAM Team. We do discuss this with the lab if there is any confusion and clearly explain that while the PAM Team may document items noticed in the lab, they are looking at a single protocol and the procedures in that specific protocol; while during a lab inspection, members from the ACUC are primarily looking at the lab environment itself. During the first part of the PAM visit, all team members are provided with a copy of the PAM form and are encouraged to write down any items that they notice or would like to discuss with the lab. Areas that are subject to review include the following: protocol and personnel, study procedures, anesthesia, surgery, post-surgical care, euthanasia, record keeping, and the laboratory environment itself. The lab members themselves are also given copies of the PAM form at the time of the visit; additionally the PI is sent a copy with the initial email notification that their lab has been selected for a PAM visit. If possible, the PAM Team tries to schedule a break between the first and second parts of the PAM visit so that they may confer with each other and compare notes. When the second part of the PAM visit occurs and because they hold - Continued on 19 The Lama Review Page 15 Workplace Motivation What is motivation? It can be defined as enthusiasm, drive, ambition, determination or even inspiration. Defining motivation is significantly easier than achieving the effect. For many managers, in lab animal science or in any industry, this is often the proverbial “holy grail” that we chase after and long for and is sometimes never found. Others have more success, and sometimes the nature of our own personality ends up being productive for motivating people. Let’s look at where psychological theory helps define the aspects behind motivation. Motivational Tactics in Use At least three motivational strategies are frequently in use in our industry of laboratory animal science that affects productivity. The first I will discuss is that of the classic Incentive Theory1 (Dernber, 1965). This is in my opinion the classic hallmark of why employees go to work for others: a paycheck. As any legally bound employer provides, these paychecks are delivered with regularity, however in my opinion this is often further fruitful if the organization bases their pay on performance. Reward the high achievers, let the middle ground employees continue as is with some optimistic inspiration in the future that may turn them into high achievers, and let those that don’t make the grade go without raises or even go without employment. The positive side of this environment is the very financial nature of the performance evaluation will yield all on its own a predisposition to excellence in performance. So long as this performance management method is not forced into a bell curve where only so many above-par grades can be given, and all employees are simply ranked against expectations for their defined role, there are no true negative influences in this scenario, and no negatives that come with incentive theory of motivation. Another motivation strategy often in use in our field is that of the Achievement Theory (Atkinson, 1964). Recognition beyond a paycheck can be publicly granted to high performers through communication meetings, private and public sector awards nominations, and financial bursaries complementary of the awarding body that dovetails nicely into the previously mentioned incentive theory. For associates who thrive on being recognized for their Page 16 by Cathy Bernstein hard work and achievements, an organization that goes beyond a paycheck for recognizing good employees is often one of the factors to increased morale and reduced turn over. Lastly, another strategy in play to motivate the worker in any field, including laboratory science, is that of the grand Theory of Drive (Hull, 1942), where the job performed is ultimately reflective of physiologic and bodily needs. Workers that are paid with competitive wages, make enough to secure what they define as what they wish for their standards of living, and can work for this security in a safe, ergonomic and healthy environment will yield high performance and low turnover. Something that the lab animal science industry does well to support the Theory of Drive as a motivator is taking extra measures to ensure personnel safety through effective occupational health and safety programs, vaccination schedules, blood work and health status analysis of the workers and rigorously trying to prevent accidents through effective monitoring and adjustments of safety measures implemented. Those organizations that go beyond this and are further attuned to ergonomic efficiencies and other measures that can additionally secure the comfort and safety of all personnel will often reflect employees with even more ambition and self-driven motivation that the average person. Motivational Strategies Not in Practice So what is the laboratory animal science field not particularly good at practicing? Some of the following analysis is an understandable and reluctant result of the nature of our industry and are areas we may not be able to influence as laboratory animal managers, but knowing about these challenges can only help us understand why employees may not be motivated. With this knowledge we can try to provide job enrichment for our staff in order to keep high performers with our organizations as long as possible. From what I have personally seen in my experience, managerial recognition of the negative impacts of the Arousal Theory (Lindsay, 1952) is very low. This theory postulates that environments that do not stimulate yield low productivity, so therefore it is easily extrapolated that if the environment is stressful and/or The Lama Review stimulating, productivity will be high. Many jobs in the laboratory animal field are mundane and routine – changing cages, cleaning cages, sanitization, disinfection, over and over, every day. So what can a good manager do when faced with these necessary and vital roles that are not necessarily symbiotic with motivation? If you see burn out in employees, try offering them small projects, tasks or something beyond his or her daily routine that helps them feel like they are contributing to the greater cause beyond what they see every day. Staff that are experiencing emotional distress that may or may not be related to their job can often be referred to Employee Assistance Programs that offer third party unbiased counseling for those that are troubled. A second motivational theory not readily recognized in our lab animal industry is that of the Emotion-Minded (Tomkins, 1970). This theory indicates that emotions are the primary system of motivation for a person, and being an emotive person can have positive or negative affects on anyone’s job performance at any level in an organization. In my experience I often find being less emotional on the job yields higher productivity for those I work with and around, however appropriately used emotion or a lack thereof can be a Motivating Others Starts With Yourself successful motivator. Finding the emotional balance to yield the most motivated staff is often a life long managerial challenge, and if someone knows the answer, let your local branch of AALAS know! That light hearted comment aside, simply knowing this theory of the emotion-minded influences employees in some way allows the good manager to always be cognizant of his or her actions and emotions. Conclusion Assessing motivation in your workplace and analyzing what you as a manager may or may not excel at or are challenged by can only help turn a good manager into a good leader. Learning how to effectively implement motivational techniques in combination with understanding motivational theory will only lead to you being able to understand employees and co-workers more. All of this helps facilitate positive morale, low turnover, and effective teamwork, all of which the laboratory industry could directly benefit from. (Endnotes) 1. All theory references for this article taken from: Atkinson, Dernber, Hull, Lindsay and Tomkins. (Psychology theorists from 1964, 1965, 1942, 1952 and 1970 respectively). Understanding Motivation and Emotion, published in 2001 by John Wiley & Sons, Inc Q: I’ve just been made a supervisor, and my boss says that an important part of my new role is to motivate people. That’s basically telling them they’re doing a good job, isn’t it? Am I on the right track? - Betty K. A: That’s an important part, but there’s a lot more to it. There’s no “one-way” fits all technique to energize people. It’s important to tailor your approach to the person motivating. Some plants need sunlight; some a lot of shade. Others need a lot of water, and some will die with too much water. Dealing with people is no different: The people you supervise have different needs. The way to motivate them is to find those needs and show that what you want them to do will meet those needs. But you have to motivate yourself first. here are some actions you can take to fire up your own enthusiasm: ** Act motivated, confident and enthusiastic - in everything you do. ** Make a personal commitment to excellence. Satisfy yourself first, and be proud of what you do. Then, show it. ** Set personal and work goals. Develop action plans and deadline dates to reach them. ** Think positively (“I can, I will”). Focus on solutions, not problems. ** Create ways to get satisfaction out of what you do. ** Get rid of your “monkeys” - any emotional conflicts that drain your enthusiasm. ** Develop your sense of humor. ** Like yourself and what you do and believe in a 4:1 (positive: negative) ratio. ** Speak up - enthusiastically - as often as you can. Let your light shine. Help your employees feel this way about themselves too. It’s especially important that you adapt your motivation techniques to both less-and more experienced employees. Bill Repp is president of Organization Development Group, and has extensive experience in creating and delivering programs in marketing, communication, team building and business writing. e-mail Bill repp at [email protected] The Lama Review Page 17 It’s easier than you think. Just pick up the phone and call Myrtle’s. Call an end to Bad hare days! We’ve been delivering well-bred, well-fed, well-groomed SPF New Zealand Whites and SPF Dutch Belted Rabbits at a competitive price for 29 years. Join the ranks of customers who know they can count on us for high standards, friendly personal service, prompt delivery, and satisfaction always guaranteed. C a l l t o l l f r e e 1.8 0 0 . 4 2 4 . 9 5 1 1 Put a cap on bad hare days by calling the first name in top-quality rabbits — Myrtle’s. Don’t be a stranger. Call 615.790.2349, fax 615.794.9263, e-mail [email protected], go to our home on the web at www.myrtles.com, or visit our facility at 4678 Bethesda Road, Thompsons Station, Tennessee 37179. Post-Approval Monitoring: A Year in Review - Continued from 15 ultimate responsibility for the protocol, the PI is strongly requested to be present, as they are often not during the first part of the visit. When everyone gets together for the second part of the visit, the PAM Team goes through each and every question on the PAM form as well as any items noted by any of the team members. The lab members and PI are encouraged to ask questions and often a dialogue is begun that facilitates communication at later points of time. The PAM Team makes sure to note any positive items that are noticed during a visit so that the lab is recognized for the things they do well along with items that are recommended for change. By the end of the second part of the PAM visit, the lab members and PI know everything that will appear on the final documents. After the PAM Visit Once both the first and second parts of the PAM visit have been completed, it is the job of the CLA to complete the paperwork. The CLA collects the PAM forms and comments from the lab members, PI, and PAM Team members, and compiles all comments into one final document. That final document is sent electronically to the PAM Team members and the PI for review and any additional comments. Usually everyone has a week to review the document and send any comments to the CLA. Once the CLA has received the final PAM forms back, they make any necessary adjustments, and write a formal letter from the ACUC. The Attending Veterinarian reviews the letter and signs it for the committee. The PI is then sent both the letter and a final copy of the PAM form for their files. Copes of both documents are also kept by the CLA and stored electronically and in hard copy paper files. At the monthly ACUC meetings, the CLA presents the ACUC with a brief overview of PAM visits conducted and discusses any issues that arose from the visits. If any items require action by the committee, decisions are made at that time and voted upon. Follow-up up had been required after PAM visits. Now that Northwestern has hired a full-time employee to manage and develop the PAM Program, a follow up system is beginning to be put into place. Our new CLA has developed a color-coded Excel spreadsheet to track all PAM visits, communication, findings, and results. She has also initiated a follow-up system that allows her to check back in with the labs to ensure requirements have been adhered to. The goal for follow-up is to give the lab about 2 months after the final documents are received to make any necessary or recommended adjustments, protocol amendments, or to complete training sessions. After the two month period, the CLA may contact the lab either by email or in person to check on pending items. As this is still part of the program that is under development, we have to wait and see how it all works out. Summary The PAM Program at Northwestern University has proven to be a very effective method of communication with the research community and has facilitated an environment of cooperation between CCM and research staff. At Northwestern, as well as many other institutions, the general attitude of the research community is that they do not want anything to hinder or interfere with their research. We have noticed that after PAM visits, lab members are much more amenable to approaching CCM for assistance or advice. PAM visits have also assisted the ACUC to ensure protocol compliance not only to the University itself, but also to the various regulatory agencies. Now that we have a full time person dedicated to the PAM Program, it will be able to grow and develop further, visits will occur much more frequently, and the program will continue to foster an environment of collaboration at Northwestern University. References 1. Smelser, JF; Gardella, SL; and Austin, BL. “Protocol audits for post-approval monitoring of animal use protocols”. Lab Animal 34:10 (2005) pp23-27. Up until about 2 months ago, no significant followThe Lama Review Page 19 The LAMA Review 2007 Annual Conference d r a o .. B A rk M A o L W e Th d at Har 2007 William O. Umiker Award Winner Fran Langley 2007 Charles River Medallion Award Winner Robyn Kiser Kim & Howard Enjoy an evening of food & Drink at the Conference 2007 U. Kristina Stephens Award Winner Gina Correa-Murphy Past Presidents & Charles River Medallion Winners gather to congratulate Robyn Page 20 The Lama Review 2007 LAMA – ATA ANNUAL MEETING A HUGE SUCCESS! The 23rd Annual Meeting of the LAMA – ATA Association was a huge success with well over 200 participants from all over the US and Canada converging on Puerto Rico for several days of intense management training and fun in the sun. The Wyndham Rio Mar Resort provided the perfect setting for the conference which was held June 18 – 21. The conference opened on Tuesday with several sessions of certified management training to prepare participants for the CMAR certification. This year’s conference featured a new wrinkle. Association officers and Board members spent several hours in intense leadership training provided by our Executive Director, Jim Manke, and Fred Douglas, current Editor-in-Chief of the LAMA Review. Everyone agreed that it was a great time of learning and interaction. The next two days provided the attendees with over 14 hours of educational sessions and some outstanding speakers. Among them was the Keynote speaker Mr. John Condry of Career Success Seminars, Inc. His presentation entitled “Interactive Communication to Inspire Personal Responsibility and Identify Natural Management Gifts” was humorous, engaging, and practical. The conference closed Thursday evening with a great beachside barbecue and karaoke party. LAMA – ATA has some amazing hidden talent!! Wyndham Rio Mar Hotel, Puerto Rico LAMA 2007 Annual Conference The Lama Review Page 21 Manager’s Forum Your Error Elimination Strategy By- William Umiker M.D. Here are some suggestions for reducing errors in your department: ɶɶEmphasize the importance of quality work. ɶɶIntroduce double-checking and other QC measures into the work flow. ɶɶIndoctrinate employees in how to avoid and to detect erros. ɶɶInstall measures that flag not only the errors, but the responsibility loci. ɶɶUse automated and computerized systems as much as possible. ɶɶDo more spot-checking. ɶɶInvestigate causes of errors promptly. Take appropriate remedial measures. ɶɶAvoid over-disciplining. This drives errors underground. Discuss the errors from an educational viewpoint. ɶɶReassign error-prone employees who can’t or won’t measure up. ɶɶConsider simplification of procedures where errors are common. Join Public Responsibility in Medicine and Research (PRIM&R) this fall for another high-quality, “can’t miss” educational offering! On September 17-19, 2007, PRIM&R will host two highly acclaimed educational programs: IBC Basics and Essentials of IACUC Administration. These courses are tailored specifically to the educational needs of Institutional Biosafety Committee (IBC) and Institutional Animal Care and Use Committee (IACUC) members, administrators, and staff, and will provide an opportunity for attendees to network with others in the field. IBC Basics will help promote the professional development of those associated with IBCs by helping them to learn about the NIH OBA, the history of IBCs, and the range of responsibilities IBCs have under the NIH Guidelines for Research Involving Recombinant DNA Molecules. Through Essentials of IACUC Administration, IACUC administrators and support staff, as well as training and compliance personnel will learn how to effectively manage an animal care and use program, as well as best practices in the field. Although not required, it is strongly recommended that you either attend an IACUC 101 program, or possess a good working knowledge of the rules and regulations pertaining to animal subjects research, prior to taking Essentials of IACUC Administration. This two and a half day program will be held at The Sheraton Baltimore North Hotel in Towson, MD. Tentative course agendas, as well as information regarding the event venue and registration can be obtained online at www.primr.org. Registrants have the option of selecting one or both of the educational courses being offered. If you have questions, please contact Mariellen Diemand via e-mail at [email protected], or by phone at 617.423.4112, Ext. 210. Page 22 The Lama Review Training CAN Make a Difference From Susan M. Heathfield, Twelve Tips for Training Transfer to the Workplace Can you turn your training participants into learning magnets who can’t wait to attend their next training opportunity? Absolutely. Can you expect improved work performance as a result of the time, energy, and money you invest in training? Absolutely. You just need to pay attention to: who presents the training, how the training is presented, and the role you expect from participants. This feedback model was then reinforced and emphasized in the conflict resolution session, the performance management session, and the motivation session. Participants received a consistent approach, emphasized across sessions, to ensure the transfer of the training information to the workplace. Ask each individual’s manager, and the manager’s manager, to attend the training session with their staff. When three management levels of an organization attend training together, participants may be more willing to try out the ideas learned in training. This is especially effective if participants see their manager trying out new skills as well. This is also important for reinforcement of the training following the session, the subject of the third article in this training transfer series. What participants do during the training session makes all the difference to training transfer to the workplace. Use these twelve ideas to address complaints about training (I don’t have time; it’s a waste of time; my boss won’t let me do anything I learn anyway) and spark improved performance with training transfer to your workplace. Provide training in “chunks” that are scheduled over a period of time. I find people learn more in training sessions that provide chunks, small amounts of content, based on a couple of welldefined objectives. Participants attend these sessions, perhaps a couple of hours per week, until the subject is learned. Twelve Tips for Training Transfer This allows the participants to practice the concepts in between the training sessions. Both the content of the training and the application of the concepts are reinforced at each subsequent session. The trainer makes a difference. One of the most effective training sessions I ever attended was at General Motors. As part of a corporation-wide culture change process, all employees attended an educational session. The key ingredient was the instructor. He was a GM Executive; he expected each individual attending the session, in turn, to instruct the people who reported to them. The ability to train others is one of the most important indicators of training retention. (An organization development consultant assisted with the sessions as well, since not every manager was confident of his ability to train.) Alternatively, participants react more favorably to trainers who have experience in their industry. They appreciate facilitators who have experienced and addressed the issues and situations highlighted in the training. The more closely the instructor can link the training to participants’ real life experience, the better for training transfer, the application of the information later on the job. Present training as part of a consistent message from the organization. Classes must build on each other and reinforce the content learned in earlier sessions. Too many organizations approach training as a potpourri or menu of available classes and sessions. When there is no interconnection between training sessions, and the information provided in the training sessions, organizations lose a great opportunity to reinforce basic shared skills, approaches, and values. Training must reference earlier sessions, draw parallels, and reinforce content. As an example, one university supervisory development program introduced an effective feedback process in a communication class. This also allows people to discuss their successes and difficulties in applying the training in their actual work session. The instructor can help participants practice the training content by giving assignments that are debriefed at the next meeting. Train people in skills and information that are immediately applicable on the job. “Use it or lose it,” is a common refrain about training. This is a true statement. Even with strategic skills such as listening, providing performance feedback, and team building, set up situations in which practice is immediate and frequent, to help participants retain the training. In application-oriented training such as software training, don’t bother with the training unless participants have the software. In fact, training is often more effective if they experiment with the program first, before attending the session. The trainer can set a positive, productive tone for the session and the later application of learning with a positive, informative, honest opening that stresses behaviorally oriented objectives. How the instructor opens the training session begins the process of managing participant expectations. (“You will be able to do the following as a result of attending this session…”) According to Jim Clemmer, of the Clemmer Group, “Research clearly shows far more people act themselves into a new way of thinking than think themselves into a new way of acting.” Participants need to know what expectations they can have of the session so the objectives must be realistic and not “over-promise.” At the same time, the opening should stress “what’s in it for me,” The Lama Review - Continued on 26 Page 23 Fans of Taxi Driver remember Robert DeNiro’s Travis Bickle explaining his “One of These Days I’m Gonna Get Organized” poster to a perplexed Cybill Shepherd. If you’re anything like me, your office/cubicle resembles Travis’ apartment and could definitely benefit from some “organizing”. Where to begin? Let’s start at the focal point of your work area. That would probably be your desk. Take a minute and look at your desk. Can you see the material the desk is made out of? If you can’t, then you have WAY too much clutter. Your desk should have the following essentials on top: • computer monitor • keyboard (except for the lucky few with laptops) • phone • 4-tray paper filing tray • Post-it notes • Calculator (but remember that both MAC and Windows have a calendar that’s easy to use and takes up no space at all! • Rolodex • Calendar- you can maximize space by getting a deskpad calendar • Blue pen, black pen, pencil, fine point black marker, tape, stapler , paper clips Most office supply catalogues sell cheap plastic desktop organizers to hold supplies- one large unit with separate little compartments. Perfect! One thing that I personally found to be essential was the Post-it note tree. I found it in an office supply catalogue. The name is a bit misleading since it’s not actually a “tree” at all, it’s a black plastic pyramid that you place on your desk for the purpose of attaching sticky notes. My staff and I got in the habit of placing notes on the tree according to importance and I removed the note when the issue had been resolved. It’s oddly shaped (sort of the the obelisk in 2001-A Space Odessey) and as a result, almost impossible to ignore. You couldn’t forget that important memo even if you wanted to! Page 24 Your desk can have some of these nonessentials, but the key is moderation: ɶɶ 1-2personaldrugstoreitems-lotion,cough drops, etc. ɶɶ 1-2personalitems-photos,NYYankees(Go Yankees!) memorabilia,etc. ɶɶ Notebook/memo pad to take with you to meetings & jot down info. This last item is one to watch though because these are often lost or left somewhere. I’ve lost many a memo book to the scrub laundry because left it jammed in my back pocket. It would be wise to have 2 of these notebooks-one to carry everywhere & write notes and one that stays at a fixed location . You can transfer the most important info from the portable notebook and not have to worry if it’s misplaced . Labelmaker. If your work area is open to others besides yourself, you may have found that some of your possessions have “walked away”, never to be seen again. Labeling won’t stop a thief from stealing your wallet and credit cards (these items, by the way, should NEVER EVER be left in an unlocked work space ) but it would prevent arguments such as “Hey, isn’t that MY tri-color pen?” I labeled my important desk items with the building and floor # (never label with your name because who knows, you may move around). I also labeled all employee lockers and employee mailslots. I even labeled my tube of whitening toothpaste because it kept “walking away” . You may laugh, but it never disappeared again. Are you able to sit in your desk chair or are there piles of paper stacked there? The major office supply companies sell a surprisingly cheap The Lama Review rolling filing cabinet made out of plastic. I think it was under $30. I bought two for my office and filed everything that wasn’t nailed down. You know those manuals on how to operate the FAX machine or fix the copier? Start a file for Equipment Manuals. My staff searched high and low for the FAX machine manual before we realized it was under the FAX machine (and covered in dust and grime). Now they just go to the proper file. The great thing is that the hardest part of getting organized is to purchase the supplies and do the initial preparation and cleanup. Then everything else is just put in its place. Once you have your files done, sit back, relax and look through your mail with the satisfaction that you can successfully sort it all. And don’t forget that all-important file- the recycle bin/trash can. Just because you were swipe- card-happy at National AALAS doesn’t mean that you have to save each and every piece of mail they send to you. If it doesn’t apply, pass it along or throw it away. What about those pesky papers you need to refer to often? Those memos with account numbers or contact names & phone extensions? I purchased a Grip-a-Strip bar from an office supply company which is simply a stainless steel bar (comes in various lengths) that holds papers. It’s described as an alternative to bulletin boards. Just stick the paper inside the grip bar and the pressure holds it in place without tacks or tape. Great for any facility (no, I’m not their sales rep!). With an organized work space, you can now move on to organizing your workload. If you have a staff, then you need to plan their schedules and if you work alone, you need to manage your own schedule. I ordered a large magnetic whiteboard with spaces for names and days of the week. I put all the names of the staff in the left column and wrote the days of the week across the top. I used a dark blue dryerase marker to write the room # and number of racks to be changed that day. I used a red dryerase marker to write in any changes (vacation, sick call, change in room or rack). The staff would check the board when they came in each morning. I also ordered a small whiteboard to hang outside the office. Any information I wanted to communicate to the staff, I’d write on that board. The board was right in front of the entrance/exit door so the staff passed by it repeatedly throughout the day. With all of these suggestions, consistency is key. If you keep changing your system, it will be impossible to follow. Luckily, becoming organized is addictive. You may find yourself sorting through your neighbor’s desk clutter , labelmaker in hand. Just make sure your neighbor isn’t Travis Bickle. You talkin’ to ME?? Conquer desktop clutter with action files Action files enable you to unclutter your desk yet still keep reminders and current papers close at hand. Also known as working files, these files are usually separate from -- and in addition to - client, project, or reference files. Action files are for current or pending activities and miscellaneous things you must act on. Action files must always be within easy reach-- ideally in a small desktop file holder that holds the file folders upright so the tabs are clearly visible. For added peace of mind, make a note in your calendar or scheduling software to remind you of important dates. This combats the “out of sight, out of mind” worry and lets you clear your desk without fearing you’ll forget something important. Suggested categories for Action Files: phone calls to return agenda for an upcoming staff meeting expenses to submit bills to pay papers to file business development ideas good ideas to try someday papers to photocopy current departmental & administrative matters pending health insurance claims your upcoming business trip tasks to delegate to your assistant conferences to register for matters to discuss with co-workers errands to run, gifts to buy, sale coupons things to discuss with your child’s teacher or doctor pending (for example, letters you sent for which you must receive a reply The Lama Review Page 25 Building Your “Bench Strength” • How the best organizations select and develop tomorrow’s leaders By Guido M.J. de Koning Selecting and developing future managers is a crucial task -- and a big concern for many companies, particularly for leadership roles. In a study by the Corporate Leadership Council, 72% of companies predict they’ll have an increasing number of leadership vacancies over the next three to five years. At the same time, 76% are “less than confident” in their abilities to adequately staff these positions. To make matters worse, corporate boards often make radical decisions when they feel their CEO is underperforming. One study found that chief executives appointed after 1985 are three times more likely to be fired than CEOs who were appointed before that date. All companies need to find and develop the next generation of leaders if they want to survive, let alone thrive. But most experts agree that only a few companies master succession management. The first article in this two-part series will discuss the practices that set those companies apart. The second part will offer a series of practical guidelines for successfully managing the succession process. align their "people strategy" with their "business strategy." As a company grows and its strategy evolves, its leadership needs can change significantly. To meet needs like these, companies must regularly discuss their talent recruitment and development practices. When organizations meet these requirements, they create the kind of leadership and management capacity that delivers sustainable business results. They also reduce the range in performance in key roles, minimize attrition among top performers, and promote a high internal hiring rate. Many senior managers think their company is adept at succession planning, and they may be right. The problem is that although succession planning is essential, it’s just the first step. It’s equally important to develop the leaders and managers so they can execute the business strategy and deliver results. That’s why companies that succeed at finding and nurturing leaders who can grow their business do more than plan: They excel at succession management. How do most organizations identify and fill open positions? Let’s take a look at how the best organizations make the succession process an integral part of their culture and how they go about developing and nurturing tomorrow’s leaders. Making the succession process part of your company culture Requirements for success How do most organizations identify and fill open positions? Usually, the answer is passively. A position opens up, a search begins, and someone is found to fill it. Companies that create an effective succession management process: Best-practice organizations, in contrast, are more systematic and proactive. These organizations: • quickly anticipate and fill succession gaps • identify employees with high management potential and actively plan their careers and development to build "bench strength" • use an ongoing planning process. Best-practice organizations conduct periodic group discussions, often as part of a staffing review process. In a staffing review, leadership teams from across business units meet quarterly or semi- Continued on 36 Training CAN Make a Difference the WIIFM participants will experience as a result of their wholehearted participation in the session. Emphasize “what’s in it for the trainee,” the value of session, and the value of the information during the entire session. Read on for six more tips for training transfer. actions during the training sessions.You are here.) Everyone Wins - More Tips for Training Transfer. (Tips for actions following the training sessions.) Training Transfer Series This About.com page has been optimized for print. To view this page in its original form, please visit: http://humanresources.about.com/od/ trainingtransfer/a/trningtrasnfer.htm Ten Tips to Make Training and Development Work. (Tips for actions before the training sessions.) ©2007 About.com, Inc., a part of The New York Times Company. All rights reserved Training Make a Difference: Twelve Tips for Training Transfer. (Tips for Page 26 The Lama Review Infinite Possibilities You wouldn’t believe your eyes if you saw the volume of high quality cages offered by Ancare! As one of the nation’s leading manufacturers of polysulfone and polycarbonate cages for the animal research lab, Ancare offers virtually every standard and non-standard cage size imaginable. Ancare maintains a vast inventory, so we can deliver your order fast — with outstanding customer service and competitive pricing! Ancare even offers suspended and freestanding cage racks for your lab. If you need cages, contact Ancare — because we’ve got cages for as far as the eye can see! Call now to order — or for your free Ancare catalog: 800-645-6379. PO Box 814 • Bellmore, NY 11710 • www.ancare.com • 800-645-6379 • Fax: 516-781-4937 Using Stumbling Blocks as Stepping Stones By: Brian Tracy Everyone makes mistakes and the busier you are, the more mistakes you will make. The only question is “How well and how effectively do you deal with the inevitable ups and downs of life?” In thie newsletter, you learn the difference between a positive and negative worldview. You learn how to benefit from your mistakes and how to remain positive int he face of adversity. Using Stumbling Blocks As Stepping Stones There are two ways to look at the world: the benevolent way or the malevolent way. People with a malevolent or negative worldview take a victim stance, seeing life as a continuous succession of problems and a process of unfairness and oppression. They don’t expect a lot and they don’t get much. When things go wrong, they shrug their shoulders and passively accept that this is the way life is and there isn’[t anything they can do to make it better. On the other hand, people with a benevolent or positive worldview see the world around them as filled with opportunities and possibiities. They believe that everhthing happens as part of a great process designed to make them successful and happy. They approach their lives, their work, and their relationships with optimism, cheerfulness, and a general attitude of positive expectations. They expect a lot and they are seldon disappointed. Flex Your Mental Muscles when you develop the skill of learning from your mistakes, you become the kind of person who welcomes obstacles and setbacks as opportunities to flex your mental muscles and move ahead. you look at problems as rungs on the ladder of success that you grab onto as you pull your way higherl Two of the most common ways to deal with mistakes are invariably fatal to high achievement. The first common but misguided way to handle a mistake is the failure to accept it when it occurs. According to statistics, 70 percent of all decisions we make will be wrong. that’s an average. This means that some people will fail more than 70 percent of the time, and some people will fail less. It is hard to believe that most of the decisions we make could turn out to be wrong in some way. In fact, if this is the case, how can our society continue to function at all.. Cut Your Losses The fact is that our society, our families, our companies, and our relationships continue to survive and thrive because intelligent people tend to cut their losses and minimize thier mistakes. It is Page 28 only when people refuse to accept that they have made a bad choice or decision-and prolong the consequences by sticking to that bad choice or decision-that mistakes become extremely expensive and hurtful. Learn From Your Mistakes The second common approach that peole take with regard to their mistakes, one that hurts innumerable lives and careers, is the failure to use your mistakes to better yourself and to improve the quality of your mind and your thinking. Learning from your mistakes is an essential skill that enables you to develop the resilience to be a master of change rather than a victim of change. The person who recognizes that he has made a mistake and changes direction the fastest is the one who will win in an age of increasing information, technology and competition. By remaining fast on your feet, you will be able to out-play and out-position your competition. You will become a creator of circumstances rather than a creature of circumstances. Action Exercises Now,here are three steps you can take immediately to put these ideas into action. First, imagine that your biggest problem or challenge in life has been sent to you at this moment to help you, to teach you something valuable. What could it be? Second, be willing to cut your losses and walk away if you have made a mistake or a bad choice. Accept that you are not perfect, you can’[t be right all the time, and then get on with your life. Third, learn from every mistake you make. Write down every lesson it contains. use your mistakes in the present as stepping stones to great success in the future. Three Keys to Personal Power There are three personality powers that top leaders use to increase their personal power and influence. Your Emotions Are Contagious The first power you can develop is enthusiasm. The more excited you are about accomplishing something that is important to you, the more excited others will be about helping you to do it. The fact is that emotions are contagious. The more passion you have for your life and your activities, the more charisma you will possess, and the more cooperation you will gain from others. Every great man or woman has been totally committed to a noble cause and, as a result, has attracted the support and encouragement of others in many cases, thousands or millions of others. The Lama Review The Key to Charisma The second personality power that you can develop is expertise, or competence. The more knowledgeable you are perceived to be in your field, the more charisma you will have among those who respect and admire that knowledge because of the impact it can have on their lives. This is also the power of excellence, of being recognized by others as an outstanding performer in your field. Men and women who do their jobs extremely well and who are recognized for the quality of their work are those who naturally attract the help and support of others. They have charisma. Prepare Thoroughly for Every Event The third power of personality that gives you charisma in the eyes of others is thorough preparation, detailed preparation, prior to undertaking any significant task. Whether you are calling on a prospect, meeting with your boss, giving a public talk or making any other kind of presentation, when you are well-prepared, it becomes clear to everyone. The careers of many young people are put onto the fast track as a result of their coming to an important meeting after having done all their homework. Second, dedicate yourself to a lifelong process of getting better and better at what you do. Prepare thoroughly for every event. Set an example in everything you do. UnLocking Your Creativity Creative thinking can be stimulated by two things; intensely desired goals and pressing problmes. Your creative capacities need something to hone in on and your job is to provide it. A Continual Stimulus for ideas Intensely desired goals, clearly defined with detailed plans for their accomplishment act as a continual stimulus for ideas to achieve them. Visualize Your Goals To trigger your imagination, write out a clear description of your ideal end result or goal, be flexible about the process. Think about it, visualize it as realized over and over. Project your mind forward to the picture of the realized goal and then look b ack to the present. Define Your Goals Clearly Get on Top of Your Subject Whether it takes you hours or even days, if an upcoming meeting or interaction is important, take the time to get on top of your subject. Be so thoroughly prepared that nothing can faze you. Think through and consider every possibility and every ramification. Often, this effort to be fully prepared will do more to generate the respect of others than anything else you can do. Keep Good Notes Remember that the power is always on the side of the person who has done the most preparation and has the best notes. Everything counts. Leave nothing to chance. When you do something related to your work or career, take the time to do it right the first time. You are a work in progress. You are always growing and improving. Your job is to become the very best leader you can be, and you can - with regular and persistent practice of these personality powers. Action Exercises Here are two things you can do immediately to put these ideas into action. First, get excited about your goals and your work if you want others to be excited. Express your belief and commitment to others at every opportunity. Think on paper. Make a plan and then work on the plan, updating it,changing it, adding to it as you think of new ways to work toward the goal. the more clearly defined and keenly desired your goals, the more of your natural creativity will be released for goal attainment. The Proper Approach to Problems the second stimulant to creativity is pressing problems. gthe key to idea generation when you face a problem is to approach the problem confidently, expectantly, with the attitude that there exists a logical, practical solution just waiting to be found The most creative people have a relaxed attitude of confident expectancy that causes their minds to function in original and imaginative ways.. Diagnose Your Problems Accurately Define your problems clearly in writing. Accurate diagnosis is half the cure. Sometimes you will find that you are dealing with a “cluster problem”, one that is made up of several smaller problmes. Your job is to sort them out and then go to work on each one seperately. Break Up The Clusters In many cluster problems, there is a a core issue surrounded by a lot of symptoms. Creative thinking requres that you seperate The Lama Review Page 29 Introducing Only from Allentown. www.AllentownInc.com Page 30 ALLENTOWN USA HEADQUARTERS: PO Box 698 Allentown, NJ 08501-0698 609.259.7951 ALLENTOWN EUROPE Germany: UK: Italy: Postfach 2051 PO Box 8025, Via Costantinopoli 41307 Nettetal, Deutschland 84036, Sala Consilina (SA) Reading, UK RG30 6WY The Lama Review +44 (0)845 045 0243 +31 (77) 3549074 +39 (0) 338 9223411 ALLENTOWN FRANCE France: 44 Quai de Jemmapes 75010, Paris Cedex +33 (0) 1 42 06 47 56 The universal solution for high capacity and performance. Lighter weight: More capacity: Greater visibility: New tubular design Up to 180 cages Ultra-clear architecture The Lama Review Page 31 Training Protocol & Planning The theories of operant conditioning as described by Dr. B.F. Skinner have been used throughout time to train animals. From training elephants, lions or dolphins for entertainment to training search and rescue dogs, bomb sniffing dogs and now even cancer sniffing dogs, animal training has become very sophisticated. You will find animal behavior management programs at the most progressive zoos in this country. Why? Behavior management facilitates animal care. The Animal Behavior Management Alliance (ABMA) defines behavior management as the proactive and/or responsive use of conditioning paradigms and enrichment strategies to create, modify, or extinguish animal behavior as an integral part of a comprehensive animal care program. Training as a component of your behavior management program is beneficial not only in improving your ability to care for animals, but also because it provides animals with another source of enrichment. If this new approach can make animal care easier and safer, then it is certainly something to consider. Thompkins reminds us to “Catch people doing things right.” This is a great book to get your management staff in the right frame of mind before implementing changes. This method of management may make it easier for you to get your department working together to make changes to the way they think about caring for animals. Train your Staff Institutions that do not have an animal behavior management department can motivate animal care staff and/or veterinary care staff to learn more and even begin training animals by providing them with educational materials and opportunities. Karen Pryor’s “Don’t Shoot the Dog” should be a required read for anyone who intends to begin training animals of any species. Another great reference is “Animal Training: Successful Animal Management through Positive Reinforcement” by Ken Ramirez. A great team building game to play is called “The Training Game”. You can find a complete description of this came on Karen Pryor’s web site: http://www.clickertraining. Establishing a positive reinforcement The theories of operant com/node/155. This game based behavior management allows technicians to play program can have profound effects conditioning will teach you the role of either the trainer on the well being of the animals how animals learn….how or the animal and gives them in your care as well as providing a unique perspective on all animals learn researchers with subjects who are how the animal might feel less stressed and biochemically during a training session. more “normal”. However, such a program must be If you don’t have an experienced trainer on your implemented carefully and with consideration for the staff, consider sending technicians to conferences safety of both the animals and the laboratory animal and seminars. A week spent at the annual Animal care personnel. It requires specific knowledge of the Behavior Management Alliance (ABMA) conference natural history of the species you are working with will certainly provide technicians with a wealth of and a general understanding of how animals learn. information and motivation. However, do not overlook Positive reinforcement training takes advantage of seminars put on by local dog training organizations. some very simple rules of learning; if a behavior The theories of operant conditioning will teach you is reinforced, it is likely to be repeated. If it is not how animals learn….how all animals learn. If you reinforced, it is less likely to be repeated. How can are going to train a lion, you would probably not we take these simple rules and improve the way we use bananas as a reward, but you would mark the care for animals in a laboratory setting? behavior as it happened and reinforce immediately with an appropriate reward; the same techniques are Train your Managers used regardless of the species. A good dog training Change in the workplace can be difficult for many seminar that is based on positive reinforcement can employees. Before implementing a positive be beneficial in two ways. It will provide technicians reinforcement program for your animals, I suggest with the theories of operant conditioning and how to that your department first implement a positive apply them. For those technicians who have a pet reinforcement program for your staff. “Whale Done”, dog, it will also give them the opportunity to practice by Ken Blanchard, Thad Lacinak, and Chuck and refine these skills with their own pets. Page 32 The Lama Review Training Protocol & Planning Setting the Framework As is the case in research, standard operating procedures (SOP’s) and documentation forms must be created including a Training Protocol Planning & Approval Form (See example, figure 1). The management team needs to create a process for reviewing, approving and monitoring proposed training protocols. Who can submit a training proposal, who reviews proposals, and who approves proposals? You must also decide who will be allowed to train animals and what training will be required of the technicians who wish to train animals. A simple test can be created based on the information in Karen Pryor’s “Don’t Shoot the Dog”. You may want prospective trainers to pass a hands-on test as well. This could include working appropriately with a trained animal, as well as training a novel behavior in an untrained animal while being supervised. Once your framework is together, you can begin reviewing proposed training plans. Below I have included two very different training protocols for the same behavior. This is to show you the range of detail you may include. Training Goal: Teach vervets to touch the end of a 12” delron rod with either hand, and then use that targeting behavior to move the animal to specific spots in the cage. Sample General Targeting Protocol 1. Animal takes food from you 2. Move animal around cage using food lure a. Introduce bridge b. Fade the lure 3. Desensitize to target stick 4. Teach animal to touch target using food lure a. Fade the lure 3. Move animal around cage using target stick Sample Specific Targeting Protocol stage 1 – present small rewards at one fixed place at center of cage – if none are taken, leave them in the food box after working with all animals; goal is to have animal take treats from trainer bridging cue as animal takes reward; goal is to acquaint animal with bridge to establish it as a secondary reinforcer. stage 3 – using a food lure (treat is visible in hand), present the treat at different quadrants of cage, always choosing a quadrant the animal is not in. Bridge as soon as animal enters the requested quadrant – not necessary for him to come and sit in front of trainers hand; goal is to reward for moving into proximity of the trainer’s hand and strengthen bridging cue. stage 4 – conduct as stage 3, only fade the lure by having the trainer’s hand closed, but with food in it. Bridge as in stage 3, as soon as animal moves into the quadrant; goal is to reward for moving into proximity of the trainer’s hand but without having to see food lure. Continues to strengthen the bridging cue. stage 5 – exactly as stage 4, only have target stick in the other hand; goal is to densitize the animal to the target stick. stage 6 – present food treats with the target stick 6-8” behind food treat. No bridging cue; goal is to densitize the animal to the target stick. stage 7 - present food treats with the target stick 2” behind food treat. No bridging cue; goal is to densitize the animal to the target stick. stage 8 – present target stick 2” in front of food lure, bridge and reward when the target is touched. Just work at one location; goal is to have animal touch the target stick. stage 9 – remove food lure, and use target stick to move animal around the cage as in stage 3. Bridge as soon as animal enters quadrant; goal is to use the target stick to move animals around. stage 10 – present target stick at front of cage in different quadrants. Bridge and reward when animal touches target stick; goal is to have animal touching the end of the target stick. stage 2 – present small rewards, and give The Lama Review Continued on Next PagePage 33 Training Protocol & Planning As you can see, you can use very general language, or you can use very specific language depending on your preference and experience. I frequently start with a general plan, and after training several animals, I am able to refine the general plan and add more detail. You will also notice that there is no information on how to safely implement this training plan. A generalized protocol for working with non-human primates, for example, would include information such as; the technician’s hands may not enter into the animal’s cage, animals are required to reach through the bars of the cage to retrieve their reinforcement. If you don’t have a protocol that outlines the general safety requirements for training each species, you should create this document first. Now that you have your protocols in place, and technicians know how to submit a training proposal, the real fun begins. Remember to be flexible when approving and amending a training plan. What works for one animal may not work for another animal. What works for one technician may not work for another technician. The key is to make sure that the technician is safe at all times, and that the same protocol is followed for a specific animal. will sit quietly at the front of the cage when you enter the room. Remember that feeding an animal its daily ration of food is a “jackpot” reinforcement. What are your animals doing when you feed them? What are they doing when you provide them with enrichment? If an animal is circling or pacing, this is the wrong time to introduce an enrichment device. Although it may temporarily stop the stereotypic behavior, it has also reinforced it, increasing the likelihood that the behavior will occur again. These informal training sessions can have a tremendous influence on your behavior management program. One of the greatest benefits of implementing a positive reinforcement training program is the bonds that are formed between the animals and the trainers. Training creates a language that allows animals and trainers to communicate. Communication allows trainers to improve the quality of animal care and improve the quality of life for animals housed in a research setting. A final consideration for your animal behavior management plan; there is a lot of training that goes on outside of a structured training session. Begin paying attention to the behaviors you reinforce when you walk into a room. What is the animal doing when you give him a treat? If a monkey shakes his cage door and gets your attention, and you give him a treat, you have just increased the chance that cage shaking will occur again. If you wait for a monkey to quietly sit at the front of his cage and you reinforce that behavior with a treat, you have increased the chance that the animal Article Submitted by Cammie Symonouicz Page 34 The Lama Review the core issue, and then focus on resolving that before worrying about the smaller probllems. Action Exercises Here are tow things you can do to stimulated your creativity. First, be absolutely clear about your goal. Write it down and make a plan to achieve it. Think of different ways you could accomplish it. Second, define your pboblems clearly and then make a list of all the possible solutions to your problem. Take action on at least one idea immediately. The New Mental Diet One of the most powerful personal programming activities you can engage in is positive self-task. Be your own cheerleader and talk to yourself positively all the time. Think About Your Dreams As it happens, the average person talks to himself in a negative way. As much as 94 percent of your inner dialogue tends to be about the things you fear, your worries, the people you’re angry at, your problems, your concerns and so on. You have to consciiously keep your words, your inner dialogue, consistent with what you wish to accomplish. The Most Powerful Antidote Psychologists have proven that the words, “I can do it,” are the antidote to the fear of failure that often holds you back from trying. Repeat these words over and over to yourself whenever you feel fearful or doubtful about anything that you want to attempt. say very enthusiasticall to yourself, “I can do it, I can do it, I can do it!” When you start saying, “ I can do it, I can do it,” you drive that message deep into your subconscious mind. This message lowers your fears and builds yyour self-confidence. Make A Million! Another thing you can say to yourself is,” I make a million. I make a million.” Impress that message into your subconsious mind. Whenevery you think about your work, say over and over again. “I’m the best, I’m the best,” Making any one of these three statements., or anything that is positive makes you feel good about yourself and causes you to be more motivated. You become more focused, more determined. Wealthy successful people have a continuous innter dialogue that is positive and constructive and uplifting and consistent with their goals and objectives. Feed Your Mind Continually Feed your mind from morning to night with words, pictures, information and ideas consistent with your goals for financial success. Develop the habit of thinking positvely and confidently about wealth accumulation. read stories, books and articles about other successful people. Think about how you could be like them. visualize yourself, imagine, fantasize, pretend in your mind that you are like the kind of people that you admire and respect and want to be like. Select A Role Model Psychologists have proven that role models are essential for magnetizing your mind with the qualities and characteristics that you wish to develop in yourself. Pick a person that you admire. Whenever you face any kind of difficult situation, ask yourself, how would this person act in this situation? What would this person do? How would this person behave? You’ll find that when you think about how someone you admire might behave, your own thinking becomes better and you tend to act at your very best. Become An Expert Read everything you can find about your business. become an expert in your field. The more you learn about your profession, your trade and your craft, the more confident you will become that you can do well in it. Action Exercises Here are two things you can do to put yourself on the new mental diet for financial success: First, repeat to yourself, over and over again, the wonderful words “I can do it! I can do it! I can do it!” whenever you are anticipating any new goal or opportunity. This affirmation builds your selfcionfidence and conditions you for success. Second, monitor your mental diet the way you would your physical diet. Be sure that you feed yourself throughout the day with positive stories, words, pictures and conversations about the things you want to have in your ife. Refuse to read, watch, listen to or discuss things that are negative or depressing. This will make a tremendous difference in how you feel and how you act. The Lama Review Page 35 Building Bench Strength(con’t) annually to discuss their teams’ performance and needs as well as strategies for developing high-potential managers. Conducting staffing reviews is a powerful performance management tool that can be a key driver of the succession management process. • are inclusive. Rather than focusing on one or two candidates for a key role, best-practice organizations develop large pools of management and leadership talent. Broadening the talent pool increases a company’s overall chances of success by improving its capabilities. Best practices in management and leadership development In too many organizations, management development is driven by rigid training curricula, guided by compulsory competency models and 360˚ assessments, and reinforced by standardized performance evaluation processes. Organizations that excel in succession management, however, approach the development of their managers and leaders quite differently. These organizations: • In one such company, every employee is considered to have high potential and is eligible for management or leadership positions. This company fosters a culture that encourages coaching and that supports and rewards the individual growth and development of all employees. • keep the process simple. Succession management can be made too complicated by elaborate forms and processes. When this happens, the process usually dominates the discussion rather than the talents, skills, and knowledge of the candidates. In the past, many companies practiced job rotation -- moving employees through different functional responsibilities -- from finance to sales to human resources. This is often an ineffective, even dysfunctional, approach. Few employees have what it takes to excel in all those areas. Instead, smart companies create diverse experiences within a functional area. They might move a high-potential executive from a small business unit to a larger one, and eventually, to a global business unit. This builds executives’ leadership strengths and offers them opportunities to learn how to overcome business challenges regardless of the business unit’s size, complexity, country, culture, and marketplace. One company used to require its executives to bring written assessments of their employees to staffing reviews. Unfortunately, the executives became so committed to supporting their written opinions that it stifled open discussion. They solved the problem by eliminating some of the paperwork, which created a forum for open-minded conversation. In addition, world-class organizations open up the succession management process, making it as transparent to the organization as possible. This encourages clarity and integrity and minimizes politics. • • create progressive assignments. Great organizations identify high-potential managers, then move them through the company at a quick, yet careful, pace. Managers may progress through a series of challenging jobs rather quickly -- every 18-24 months -- and as soon as they’ve mastered one job, they move to the next challenge. But their career moves must be carefully paced; assignments that are too short can encourage managers to deal only with the problems that they already know how to fix. • carefully design assignments. In most world-class organizations, roles and responsibilities are properly designed; managers understand what they’re expected to learn and do, and they have clearly defined and quantified goals. In addition, their jobs are designed to give them significant “headroom” -- authority and responsibility -- and "own" their succession management. The human resources department should support the process, but management must own it. Accountability for selecting and developing managers and leaders cannot be delegated; it is integral to business success. The most effective succession processes are disciplined, yet flexible, open, inclusive, and owned by management. Forms and processes are subordinated to dialogue. The goal is for leaders to gain insights into their employees’ performance and potential. Businesses that successfully implement this kind of process make succession management an integral part of their corporate culture. emphasize on-the-job development. Studies have shown that real development happens on the job, not in the classroom. The amount of information that managers retain and internalize from training sessions pales when compared to what they gain from real-life experience. Best-practice organizations develop their managers and leaders by intentionally offering them a diverse range of career-building learning experiences. - Continued on Page 52 Page 36 The Lama Review Foundations When Your Mind Is Stuck In A Rut The fledgling congress gave Thomas Jefferson the awesome responsibility to draft the Colonies’ declaration of independence from Great Britain. Under such pressure, Jefferson found it most difficult to face the daunting task. To clear his mind, he would play his violin. As he played, he would think of information that conveyed the correct concepts. When he reached a lull in ideas, he would resort to playing, an activity that he found greatly aided his concentration. “We live at a time when man believes himself favulously capable of cration, but he does not know what to create” -Jose Ortege y Gasset You need to free it somehow. Banging your head against a wall is futile-except to vent frustration or, perhaps, to give you a concussion! Instead, consider the following ideas to help clear your mind to think creatively. Change - Leave the office or get out of the house. Find a new environment in which to think. Old thoughts have a way of clinging to old surroundings, and mental associations can be difficult to break. A change in your surroundings may lead to a change in your thought patterns. Simplify the more you wrestle with a problem, the more complex it may seem, and problems have a way of becoming further entrenched as they appear to become more complicated. start over. Simplify. What is the basic goal that you are trying to accomplish? Rather than worrying about details at first, work on fixing your mind on the goal insimple terms. Exercise. The brain is highly efficient, but it does give off “pollution.” toxins build up in muscles and in the brain with normal use. regular, vigorous exercise and fresh air help to clear the mind. General George S. Patton was so convinced of the need to clear the mind and provide oxygen to the body that he would The Lama Review order his soldiers to give time to the regular exercise of breathing. Listen or Play Music is a powerful medium. Thomas Jefferson knew that music can help clear the mind and stir creativity. studies confirm that either playing an instrument or listening to music can relive stress, boost energy, increase efficiency and productivity and improve communication. Brainstorm with your mind cleared, your envirohment changed, and your goal stated simply before you, write down ideas-even crazy ones. The value of starting with even absurd ideas is that the break your mind out of its rut and introduce fresh thinking. And once in awhile, one of those ideas that at first seemed crazy, upon further reflection, is not so crazy after all. such was the discovery of the merchants and agriculteralists of the Frisians who first seeelted the Netherlands. There are many legends and an air of mystery surrounding the history of the Netherlands dikes,but the idea to turn oceaninto farmland certainly seemed a crazy one. According to some historians, it is believed that the decision was the brainstormof early Dutch businessmen. Due to a growing population but small territory, land was extremely valuable. More land was needed for farming, and the natural solution was to purchase or seize it from the neighboring nations to the East. Bu then someone suggested that they attack instead their neighbor to the West: the sea! Thus, the famous dikes were constructed and windmills erected to pump water from the polders. Today, roughly two-thirds of the nation-one of the most populous in Europe-is below sea level. When facing a problem that has your mind stuck in a rut, creativity is knowing how to clear your mind in order to find the creative solution. Page 37 Health SPECIAL REPORT -by Elizabeth Smoots, M.D. Cancer New Lifestyle guidelines from the ACS It’s no wonder the word “cancer” strikes fear in most of us: The World Health Organization expects 4 out of 10 Americans to develop cancer at some point during their lives. Each year over 500,000 people in this country die from cancer, making it the second leading cause of death after heart disease. But the American Cancer Society (ACS) has some reassuring news: A review of the latest scientific evidence shows that taking lifestyle steps to improve your general health can markedly reduce your cancer risk. Last fall ACS published updated guidelines about how to ward off cancer. According to ACS, 2 out of 3 cancers can be prevented by: 1- avoiding exposure to tobacco products; 2- maintaining a healthy weight; 3- staying physically active throughout life; and 4- consuming a healthy diet. Ready to get started? Here are some impor- tant ways to build in protection against cancer and boost your health at the same time. Prevent weight gain. • Match the calories you consume with your level of physical activity. (Visit MyPyramid.gov to learn how.) • Limit weight gain during adulthood to 11 pounds. • If you’re overweight, talk to your provider about how you can achieve a healthy weight. Losing even 5%10% of current weight can significantly aid health. Adopt a physically active lifestyle. ate to vigorous physical activity, beyond your usual activities, at least 5 days a week. Exercising daily for 45-60 minutes is even more effective for preventing cancer. • For children and teens: Engage in at least 60 minutes of moderate to vigorous physical activity at least 5 days a week. Note: Check with your provider before significantly increasing your activity level. Consume a healthful diet. • Eat 5-9 servings of a variety of vegetables and fruits each day. • Select whole grains in place of refined grains. • Limit your consumption of red meats and processed meats. • Choose portion sizes that help you maintain a healthy weight. Limit alcohol use. • Men: 2 drinks a day maximum. • Women: 1 drink a day maximum. Fighting the 4 Most Common Cancers – The ACS tips outlined above are linked to a lower rate of several cancers, including those of the breast, prostate, lung and colon – the 4 leading cancer killers. Specifically: Regular exercise, healthy weight and avoiding alcohol may be particularly helpful in guarding against breast cancer. Consuming plenty of fruits and vegetables has been shown to lower the incidence of prostate cancer cases. Weight control and limited meat intake may protect against colon cancer. A word about smoking: Quit. It has been linked to several forms of cancer, including tumors of the o breast, prostate and art t active t s n d colon, and u ca e more d to ol o y o b d is the “An r and childho S, “No to e t r in AC leading sma e - from d the ’’ll beg t a e u e cause y tim phasiz tart, yo e your n a c t of lung s a ,” em n you d redu e g cancer. a he r an k.” • For adults: Engage in at least 30 minutes of moderPage 38 The Lama Review ter w lthie r ris mat be hea cance The 360° Leader Myths about Leading from the Middle By Dr. John C. Maxwell In all my years of leadership teaching and consulting, I have never observed an organization with too many leaders. Organizations can never have enough! However, most companies narrow their vision to a limited number of leadership positions, and when hiring leaders, they think only in terms of filling the top spots. Organizations rise and fall on the merit of their leadership—at every level. Successful organizations cannot afford to wait until someone gets “to the top” to start leading. They need 360° leaders now. Why? Because leaders generate value! Human nature exaggerates yesterday, overestimates tomorrow, and underestimates today. Leading today prepares a leader for more and greater responsibility tomorrow. If a leader doesn’t try out leadership skills and decision-making processes when the risks are low, they’re likely to get into trouble at higher levels when the cost of mistakes is higher and the exposure is greater. 3. The Influence Myth – “If I were on top, then people would automatically follow me.” People who have no leadership experience tend to overemphasize the importance of a leadership title. A person may be appointed to a position, but he or she must earn the right to lead. The position doesn’t make the leader; the leader makes the position. The Inexperience Myth – “When I get to the top, I’ll be in control. Over the years, a set of common myths has hindered leaders in the middle of an organization. On account of these myths, would-be leaders have failed to grasp the extent of their potential influence. In this edition of Leadership Wired, I’d like to identify these myths and look at the qualities engendered by leaders who make an impact from the middle of the pack. MYTHS ABOUT LEADING FROM THE MIDDLE 1. The Position Myth – “I can’t lead if I am not at the top.” If I had to identify the number one misconception people have about leadership, it would be the belief that leadership comes simply from having a position or title. When we conceptualize leadership in our minds, we tend to picture the names atop the organizational chart. When asked to name a leader, most of us would list presidents, CEO’s, or general managers. We erroneously think leadership is position, when in reality, leadership is influence. 2. The Destination Myth – “When I get to the top, then I’ll learn to lead.” 4. The Inexperience Myth – “When I get to the top, I’ll be in control.” A bold young leader may become impatient when eyeing areas for improvement within the organization: “If I were in charge, we wouldn’t have done this, and we would have done that. Things would be different around here if I were the boss.” The desire to improve and the selfconfidence to make changes are admirable leadership qualities. However, without reallife experience, a young leader is likely to overestimate the amount of control held by leaders at the top. The higher you go—and the larger the organization—the more you realize the complex mix of variables that control the organization. 5. The Freedom Myth – “When I get to the top, I’ll no longer be limited.” Climbing the ranks of leadership does not earn the leader a ticket to freedom. Rights decrease and responsibilities grow as you ascend the corporate ladder. Leadership at the highest levels is accompanied by a daunting set of challenges. The Potential Myth – “I can’t reach my Continued on 40 The Lama Review Page 39 The 360° Leader (con’t) Myths about Leading from the Middle By Dr. John C. Maxwell potential if I’m not the top leader.” In reality, most people will never be the top leader in an organization. They will spend their careers somewhere in the middle. Strive to reach the top of your game, not the top of the organization. Effective 360° leaders are secure enough in who they are to not worry about where they are. Instead of focusing on reaching a position, they focus on reaching their potential. 4. Service – Gains fulfillment in serving everyone. 6. The All-or-Nothing Myth – “If I can’t get to the top, then I won’t try to lead.” People who are motivated by advancement may be tempted to abandon their influence when they hit a barrier to a bigger promotion. These people look at an organization, recognize they will not be able to make it to the top, and give up. Their attitude is, “If I can’t be the captain of the team, then I’ll take my ball and go home.” A servant leader serves the mission and leads by serving those on mission with him or her. The true measure of leaders is not the number of people who serve them but the number of people they serve. 5. Resourcefulness – Finds creative ways to make things happen. Creativity is the joy of not knowing it all. We seldom, if ever, have all the answers, but we always have the imagination to create solutions to our problems. Defining Qualities of a 360° Leader 1. Adaptability – Quickly adjusts to change. 6. Maturity – Puts the team before self. Leaders in the middle may not be the first to know, but they are often the ones in charge of implementation. Adaptable managers in the middle are willing to embrace a change operationally even if they are not yet ready to do so emotionally. 2. Discernment – Understands the real issues. 7. Communication – Links to all levels of the organization. We often think of communication in organizations as being primarily top-down. Leaders at the top cast vision, set direction, reward progress, etc. However, good communication is a 360-degree proposition. In fact, oftentimes the most critical communication comes from leaders identifying problems or solutions at the ground level and sending them up the chain of command. Good leaders cut through the clutter to see the real issues. A smart person believes only half of what he hears, but a truly smart person knows which half to believe. 3. Security – Finds identity in self, not position. Page 40 Nobody who possesses an unrelenting me-first attitude is able to develop much influence with others. A mature leader sees beyond his or her personal vantage point and has the courage to make sacrifices which advance the team. The Lama Review By Dr. John C. Maxwell After Princess Diana was killed in a tragic car accident, 2 ½ billion people tuned in to watch her televised funeral. Not only Great Britain, but the entire world, mourned her death. What accounted for the public’s emotional attachment to Princess Di? Certainly, royalty and beauty attributed to Princess Diana’s popularity, but something else connected her to the hearts of people across the globe. Looks and lineage may have landed her on magazine covers, but Princess Di had an endearing quality that gave her even greater appeal. Princess Diana was beloved because she was a servant leader. For centuries, royal families epitomized self-serving leadership. Comfortably removed from the day to day troubles of those in their kingdom, they enjoyed opulent wealth and absolute power. Princess Diana broke the stereotype. She leveraged her popularity to lend support for AIDS research, to care for those with leprosy, and to ban land mines. In fact, the force of Diana’s compassion was so influential that Time Magazine named her one of the 100 Most Important People of the 20th Century. Five Practices That Help Leaders Serve Others In their valuable book, The Secret, Ken Blanchard and Mark Miller shed light on the practices that enable leaders, like Princess Diana, to serve others. In this edition of LW, I’d like to pass on their ideas to you. 1. See the Future Leaders have a compelling vision for the future stirring inside of them. The vision makes plain a leader’s identity, direction, and pattern of behavior. To affect the future, a leader spreads values throughout an organization. These values are core beliefs that become the cornerstones of organizational culture. A wise leader publishes the values so that they can be repeated, recognized, and rewarded. A leader cannot delegate the responsibility to see the future. They may share the responsibility, but ultimately, it’s the leader’s job to make time today to ensure the direction of tomorrow. 2. Engage and Develop Others To create the future a leader envisions, he or she must have the right people, in the right roles, fully engaged to their work. Everything that you will accomplish as a leader ultimately hinges on the people you have around you. As the Law of the Inner Circle says, “A leader’s potential is determined by those closest to him or her.” Sadly, many people’s talents languish on the job because they are disengaged. Likely, the greatest waste in business is human potential. Leaders pull out the potential inside of their people by inspiring and motivating. They are quick to offer opportunities for growth, be mentors, or equip their employees with resources. 3. Reinvent Continuously Great leaders reinvent continuously on a personal level. They are always interested in ways to enhance their own knowledge and skills. The very best leaders are learners. They realize that if they stop learning, they will stop leading. A leader sets the tone of the organization. If they cease growing personally, then the majority of those they lead will become stagnant as well. Reinvention is critical to survival. The solutions to problems of the past are inadequate to address the demands of today. Leaders must have fresh, innovative thinking and new ideas to respond to the challenges the organization faces. 4. Value results and relationships When it comes to results and relationships, the best leaders take a both/and approach. A focus solely on results demoralizes the team, while an overemphasis on relationships undercuts the bottom line due to conflict avoidance and an absence of accountability. The greatest leaders make friends and profits. Leaders earn relational capital, and put it to work to gain results. As the Law of Connection states, “leaders touch a heart before they ask for a hand.” 5. Embody Values All genuine leadership is built on trust. Leaders build trust when they establish, articulate, model, and enforce values. In short, they walk the talk. If I say customers are important, my actions had better support that statement. If I choose to live as if customers are not important, people will have reason to question my trustworthiness. And in the final analysis, if I am deemed untrustworthy by my people, I will not be trusted – or followed as a leader. REVIEW: Five Practices That Help Leaders Serve Others 1. See the Future 2. Engage and Develop Others 3. Reinvent Continuously 4. Value Results and Relationships 5. Embody Values The Lama Review Page 41 The Management Process Complete the puzzle using the clues shown below. 1 2 3 4 5 7 6 8 9 10 11 12 13 Across 2. type of organizations that operate and compete in more than one country 4. a process in which managers evaluate how well an organization is achieving its goals and take action to maintain or improve performance 7. a measure of how well or how productively resources are used to achieve a goal 9. skills that are based on job specific knowledge and techniques required to perform an organizational role 10. the planning, organizing, leading, and controlling of human and other resources to achieve a wide variety of goals or desired future outcomes 11. a process that managers use to identify and select appropriate goals and courses if action 12. a measure of the appropriateness of the goals and the degrees to which an organization achieves those goals 13. type of advantage in which an organization has the ability to outperform other organizations because it produces desired goods or services more efficiently and effectively than its competitors Down 1. skills that include the ability to understand, alter, lead, and control the behavior of other individuals and groups 3. a process that managers use to establish a structure of working relationships that allow organizational members to interact and cooperate to achieve organizational goals 5. a group of people who work together and posses similar skills or use the same kind of knowledge, tools or techniques to perform their jobs 6. a process in which managers articulate a clear vision for organizational members to follow and they energize and enable members so that they understand the part they play in achieving organizational goals 8. skills that demonstrate the ability to analyze and diagnose a situation and to distinguish between cause and effect (Solution on Page 58) The Lama Review Created with Discovery Channel School's PuzzleMaker. Page 43 The Goal A Process of Ongoing Improvement Eliyahu M. Goldratt and Jeff Cox Alex Rogo is in the middle of a crisis. He manages an assembly plant that is far behind in everything… Seven to eight weeks behind. Rogo runs his plant by putting out fires. He deals with the most urgent and latest orders first. There is a general feeling of malcontent among his staff. The plant is losing money, fast. Rogo’s boss has just issued an ultimatum that he has three months to turn the plant around. And to top it off, his marriage is falling apart. Rogo is forced to examine his life. During his reflections, he recalls a chance encounter with an old physics instructor a few weeks prior. They met while in transit through an airport, recognized each other, and started a short conversation about work in which Rogo proceeded to lament his problems. Jonah, the physics instructor, listened and then questioned Rogo about his company’s goals. That is where the conversation left off and where Rogo picked up his thinking after the ultimatum was issued by his boss. Throughout the book, Jonah serves as a sounding board and mentor to Rogo, who, with the assistance of a key group of staff, try diligently to turn their assembly plant around. They define the goals of the plant, identify areas of constraints or “bottlenecks”, and adjust work flow to maximize the output of the bottleneck areas, all while they try to reduce inventory. All of their efforts result in the complete turn around of the plant. While ‘The Goal’ is written with manufacturing and assembly plants in mind, the Theory of Constraints is easily applicable to certain areas of an animal facility; cage wash for example. By examining cage wash, identifying the goal of the area, recognizing the bottlenecks (areas of constraint), and reorganizing the work load to maximize work flow, it is possible for cage wash to become a much more productive area. Goldratt encourages the reader to think outside the box, re-examine your methods of doing things, and escape from the “this is the way it has always been done” way of thinking. Team work, using available Page 44 resources, and focusing on the talents of employees are other focal points through out the book. If you feel like things are at a stalemate at work or if you are looking for a better way to do things, or even for an enlightening read, pick up ‘The Goal’. You never know where you may be able to apply the ideas and theories presented in this book. Get up to Speed on Workplace Law, Writing with two books - by Marvin Walberg I received a couple of preview books last week that are worth of mention. One of the books I referenced in a recent column on differing abilities. The American Bar Association’s “Guide to Workplace Law,” second edition, published by Random House Reference, is a comprehensive look at one’s legal rights and responsibilities in the workplace. It covers important information on the legal rights of employers, employees, and job seekers, plus gives up-to-date information on wages, hours, contracts, discrimination laws and unions. this is an incredibly comprehensive look at workplace law for the non-lawyer, and reads like a gyidebook, not a law text. It is an excellent reference book for job seekers and hiring managers, I highly recommend it. Another very interesting new book is the revised edition of Sandra E. Lamb’s “How to write It,” published by Ten speed Press, publisher of Richard nelson Bolles’ “What Color Is Your Parachute?” “How To Write It” is the complete guide to everything you’ll ever write and is particularly hellpful for guiding you with cover letters, resumes,thank you notes, followup letters,requests and inquiries, confirmation and acknowledgement letters, lettters of acceptance and fefusal and when necessary,, letters of resignation. This book is also recommended to employers, hiring managers, and all HR personnel. Both “How to Write It” and “Guide to Workplace Law” should be available in your public library and quality bookstore. Since I receive so many resumes to critique, let me offer two very important writing tips that Lamb also suggests: If you use an “objective” in your resume, please make it specific to the job you seek, not a vague statement like “Seeking a growth opportunity with a progressive company interested in utilizing my combined skills,” what did that really say? be specific and name the job you want. When listing work hisotry on your resume, don’t stop at your title and job responsibilities. Highlight your accomplishments. what did you do that set you apart fromothers? What did you do that was above and beyond the limits of your job description? Why should someone hire you? Your resume is your personal sales brochure. sell your sizzle! E-mail me for resume critique information. mwalberg@ bellsouth.net. The Lama Review FS rom the Information uperhighway Leadership Tools Be A Smarter, Faster, Better Leader -by Kate Lorenz, CareerBuilder.com In today’s workplace, leaders can be found throughout an organization, not just at the top. “Leadership is part of many employees’ daily lives. It’s no longer just for CEOs,”says Karlin Sloan, leadership coach and author of the new book, “Smarter, Faster, Better -- Strategies for Effective, Enduring, and Fulfilled Leadership.” “Leadership skills are important for today’s workers because our organizations are shifting and becoming less hierarchical, more matrixed,” says Sloan, who is also the founder and CEO of the leadership consulting firm Karlin Sloan and Company. “Decisions are made at multiple levels. It’s critical for more people to take responsibility for organizational results.” And that means developing and honing good leadership skills. But what exactly is leadership? Here’s how Sloan defines it, “Leadership really means willingness to take ownership of something greater than oneself -for an idea, for your team, for your organization.” She gives advice on becoming a smarter, faster and better leader. Don’t do it alone. “As someone who’s been a recipient of great coaching, it’s always helpful to have someone on your side to talk things through and help you develop. That doesn’t have to be a formal coach -- it could be a trusted colleague, a mentor, a great manager or a friend. Knowing you have people supporting you to be your best can make all the difference,” Sloan advises. Whether you’ve just moved into a management position or you’ve been asked to lead a project team, one of the first steps you can take to becoming a good leader is to get to know each individual you manage - ask questions, and be clear about your expectations. Consider and communicate what you want to see in the people you manage, Sloan counsels. “Letting those on your team know that you’re excited to work together -- that goes a long way.” Sloan has identified three paradoxes of leadership -- smarter, faster and better. “All three are great to have in mind when you are focusing on moving your leadership skills to the next level.” 1. Smarter paradox -- great leaders don’t need to be the smartest people in the room, they are comfortable admitting what they don’t know, and asking questions. 2. Faster paradox -- great leaders know that in order to go faster and be more efficient, we need to slow down. 3. Better paradox -- great leaders don’t constantly focus on their own personal competitive advantage. Instead, they focus on bettering others, and becoming ‘better with’ versus ‘better than’. It means focusing on the bigger picture -- accomplishing goals as a team or organization, not just as an individual. Being a good leader also requires having a positive outlook. “Great leaders believe in the possibility of a positive outcome. They are able to step up to a challenge, envision a possible future, and rally people to make that future a reality,” Sloan contends. “Great leadership is about having a positive outlook -- as long as you’re willing to acknowledge the real. The best leaders I have met are able to see the opportunities in everything, but also to recognize and state facts.” Sloan says the simplest way to shift your attitude into a positive one is to practice gratitude every day. “Be thankful for something at every opportunity. We all have something to be thankful for.” While many managers and leaders feel the urge to get things done a break-neck speed, Sloan encourages her clients to slow down a bit and take time to stop, focus and relax. Sounds great, but doesn’t exactly fit into our idea of what great leaders seem to be doing. “So often we are rushing too fast to be strategic or thoughtful about our work. We end up expending all of Continued on 46 The Lama Review Page 45 Leadership Tools our energy in the wrong places, or burning ourselves out,” Sloan says. “Marathon runners understand this concept -- pace yourself. Marathon runners can’t do a sprint the whole distance; they know they need to manage their energy in order to perform over time.” What about the popular multi-tasking? “Multi-tasking is fine if you don’t need to remember what you’re doing. Research shows that when we multi-task our memory doesn’t work as well, and we don’t retain information,” she says. “It is absolutely impossible to multi-task and focus. Focus is an underrated virtue -- try it, you might like it!” Her final piece of advice? Leaders should get out of their comfort zone to develop new skills and talents. “If you’re not making any mistakes, you’re not taking any risks. It’s important to stretch yourself. Excellence is the goal -- not perfection.” Kate Lorenz is the article and advice editor for CareerBuilder.com. She researches and writes about job search strategy, career management, hiring trends and workplace issues. Other writers contributed to this article. What Comes After Success? By Jim Thornton, Best Life Nine years ago, I won a magazine journalism prize that, at the time, seemed to me no less prestigious than a Lifetime Achievement Award from the Academy. Almost all organized groups, from sexologists to pipe fitters to the American Kennel Club, give out annual accolades. To long-squashed guys like myself, being unexpectedly tapped as “best in breed” by my own ilk was like having the word success tattooed in prison ink across my fast-fattening forehead. I couldn’t wait to let my colleagues/competitors know that I had won—and they hadn’t. Of all the hoary chestnuts one reads about success, the one I most subscribed to then was this: It’s not enough that I succeed, but my friends must also fail. Cynical as this seems, it’s hardly an unheard-of sentiment in us guys. Since the 1950s, psychologists have known that males, in particular, are hardwired to use the so-called social-comparison process to assess our places in the pecking order. We cannot truly be winners, or so our primate genes insist, without there being legions of losers upon whose trampled body parts we chosen ones have clambered, stomped, and Page 46 FS rom the Information uperhighway ultimately stood erect over. That night at my keyboard, head pounding from a pitcher of celebratory gin and tonics, I dispatched a group e-mail which, when stripped of its considerable false modesty, made the following points: Everything has changed. I have arrived. Success—sweet, luscious success—is mine at last! Several months ago, while mired in a particularly stubborn episode of work-triggered depression, I had occasion to reread this e-mail. Like a broken lottery winner after the millions have been squandered, my own emotional zenith had given way to its predictable nadir. Virtually none of my promised Good Life had come to pass. The only sentence, in fact, that seemed even half-prophetic was one I’d thrown out in irony and jest: “Thus begins my life of highly remunerative, drunken mediocrity.” Half-prophetic, indeed. Admit it: At some point in your working life, perhaps even right now at this very moment, you have craved Success with a capital S. You’ve fantasized about the perks ‘n’ pork it will bring: the newfound respect of your once-disappointed father; a basement filled with bearer’s bonds and bottomless beer kegs; that trophy harem certain to seek you out the instant Hef kicks. Sure, part of you understands all this is probably a mirage. You are, after all, no stranger to the wisdom of the intelligentsia who have bivouacked in Successville and found it unlivable. You agree, in principle at least, with William James, who wrote in 1906: “The moral flabbiness born of the exclusive worship of the bitch-goddess SUCCESS; that—with the squalid cash interpretation put on the word success— is our national disease.” Benjamin Franklin was a bit more succinct: “Success has ruined many a man.” You can’t help but think, Easy for them to say—they’ve already succeeded. You’re no conspiracy theorist, but sometimes it seems as though the success-isn’t-what-it’s-cracked-up-to-be crowd spouts off their maxims in order to keep their membership ranks exclusively minuscule. Just let me join your tiny club, your soul pleads, and I, too, shall warn life’s lumpenproletarian losers about success’s manifold miseries. The Lama Review What Comes After Success? (con’t) The downsides of success are true enough, acknowledges aphorist Michael Korda, longtime editor-in-chief of Simon & Schuster. “But,” he maintains, “success is the next-best thing to happiness, and if you can’t be happy as a success, it’s very unlikely that you would find a deeper, truer happiness in failure.” Speaking from extensive personal experience on this, I must say he has a point. Depending on how you define success, both views—i.e., “It’s horrible! Turn back!” and “It’s joy’s monozygotic twin!”—can muster compelling arguments on their behalf. Steven Berglas, Ph.D., an executive coach and management consultant, has spent his career studying both the pitfalls of success and the potential it can have to prove life-affirming when approached in a pro-social way. In terms of the former horror-show possibilities, Berglas has documented a constellation of emotional problems common to many high achievers at the peak of their worldly acclaim, from Fortune 500 CEOs to Olympic gold medalists. In his book Reclaiming the Fire: How Successful People Overcome Burnout (Random House), Berglas even coins a high-concept moniker for the affliction. “Supernova burnout,” Berglas explains, “is a psychological disorder that results when very successful people feel anxiety, despondency, and depression over the fact that they are trapped in a career from which they can’t escape but which no longer provides them psychological gratification.” quantum leap in salary, a company-paid membership to the local country club: With any such defining moment, provided a man feels in his heart that he has finally arrived, there comes vulnerability to an altogether unexpected “view from the top.” To be sure, once men do reach this point in life, it is perhaps understandable that they should feel entitled to reap dividends of happiness, satisfaction, and fulfillment. The only problem is that such a logical assumption is not how things tend to work in reality. Is that all there is? “We have in our society this notion that success is transformative,” explains Berglas. “In point of fact, this is a myth. You finally reach a life goal—winning a Pulitzer, for example—and you think suddenly everything will change for the better. In reality, only one thing changes: You’ve won an award. Many people become depressed when they reach their goal and discover that their career success is not transformative.” Historical scholar Joshua Wolf Shenk knows the Peggy Lee phenomenon well. He spent years researching and writing an acclaimed biography, Lincoln’s Melancholy: How Depression Challenged a President and Fueled His Greatness (Houghton Mifflin). Despite this, the glory Shenk hoped awaited him largely failed to materialize. If such a diagnosis sounds disconcertingly familiar, the good news is that Berglas and other observers dating as far back as Stoical philosopher Epictetus have identified effective techniques for both avoiding this trap in the first place and extricating yourself from it if you’ve already become mired therein. More on such strategies in a moment, but first a few words on the etiology of supernova burnout. “If anything,” Shenk recalls, “I experienced a kind of postpartum depression after my book was finally done. I had made all these incredible promises to myself, and I had all these fantastic visions about how my life would be fundamentally different once my book was published: career momentum, newfound respect, maybe a little more money. There is this profound sense that your life really will become easier. But then you wake up to the reality of life after an accomplishment, and that reality is that you still have the same life, only now with an accomplishment. And though this brings benefits, it also brings new obligations.” To begin with, success-fueled malaise can set in at any age. Springboard diver Mark Lenzi was still in his twenties when post-Olympic depression overwhelmed him months after he won gold at the Barcelona games. Ditto for the horde of twentysomething dotcom millionaires whose overnight financial success in the 1990s led California shrinks to coin a new diagnosis just for them: sudden wealth syndrome. For many men, these obligations boil down to the simple fact that you’ve just set new and tougher standards for yourself. Your best work, in other words, has become the measuring stick by which all of your future efforts will be judged. As Irving Berlin so sagaciously observed, “The toughest thing about success is that you’ve got to keep on being a success.” Most of the time, however, supernova burnout afflicts star performers in their forties, fifties, and beyond— guys who have sacrificed and toiled for decades and finally achieved their goals. A corner office, a Case in point: a screenwriter, who for years enjoyed a stable income while flying largely under the Hollywood A-list radar. Everything changed, however, when an Academy Award–winning director took his Continued on 48 The Lama Review Page 47 What Comes After Success? (con’t) screenplay and turned it into a sci-fi blockbuster with a budget over $100 million. “That’s when the bigger offers started coming in,” says the writer. “Automatically, my nuts began to tighten from the new burden of expectation. I hated the fact that producers expected me to achieve another sci-fi blockbuster every single time I sat down at my desk. These people, they have dreams for you that nobody can achieve. All the time I felt I should be reveling in my good fortune, but I was just chafing because of performance anxiety.” Even as demands for ever-greater performance grow, the options for tackling novel challenges narrow drastically. Success, virtually by definition, funnels high performers into increasingly specialized and repetitive roles that all but squeeze the spice out of life. “If Luciano Pavarotti were to respond to shouts of ‘Encore! Encore! ’ by sitting down at the piano and playing the boogie-woogie, the audience would be anything but pleased,” says Berglas. “The bottom line is that you get tons of kudos and money when you’re one of the world’s top operatic tenors, but not a lot of room to experiment or behave in unexpected ways.” To be sure, climbing to the top of any mountain can be fun—the first few times. But as Sisyphus discovered, hauling your ass up and down identical terrain endlessly can prove the very definition of damnation. The nation’s top tax lawyers and cosmetic surgeons, for example, may earn a fortune for each loophole they uncover or tummy they tuck, but after the thousandth repetition of their respected stock in trade, a certain soul-deadening ennui becomes practically inevitable. “Virtually all high achievers,” says Berglas, “become imprisoned by their stellar careers for all the ‘right ’ reasons: social approval, the desire to provide for family, the belief that staying the course is constructive.” Add in, as well, how extremely gradual the process of career incarceration often is. “The snare set by golden handcuffs,” says Berglas, “constricts slowly.” Over enough decades, many stellar performers wind up like mules trained to the millstone. By the time they realize what a rut they’re stuck in, they can no longer walk a straight line to the exit door. Quiet desperation interspersed with episodes of clinical depression; alltoo-frequent refills of the Jack Daniel’s Rx; an abiding sense that life’s meaning has been slowly replaced by tedium the way blood is supplanted by formaldehyde in the mortuary—such are the not uncommon secrets underlying many a success story. In more severe cases, says Berglas, the list of symptoms swells to include gambling, compulsive womanizing, and a host of other self-destructive behaviors. Arguably the bestPage 48 FS rom the Information uperhighway publicized of these, he argues, are the kind of antisocial shenanigans that have become such a staple of the nation’s business press. “All these white-collar, penny-ante little schemes you read about, from Martha Stewart to Dennis Kozlowski, happen because superachievers need a new challenge to get their juices going,” he says. “If they can no longer get pumped up in healthy ways, they’re going to do it in nonhealthy ways, which means daring the devil and trying to beat him.” Consider the cautionary tale of Michigan mall developer A. Alfred Taubman. A longtime fixture on the Forbes list of the 400 richest Americans, Taubman acquired Sotheby’s art auction house and took it public in 1988, earning the praise of business analysts for turning around a prestigious but slogging company’s fortunes. Fourteen years later, however, Taubman was in prison. His crime: concocting a conspiracy with rival auction house Christie’s to fix commissions on art sales. By the time the scheme came to light, Sotheby’s clients had been bilked out of an estimated $40 million. This is a lot of money for most of us, but a relative pittance for Taubman, who, at the time, was worth nearly $1 billion. The fact that he was also nearing 80 was further baffling. “He couldn’t live long enough to spend all the money he already had,” says Berglas. “This piddling little price-fixing scandal was just a way of getting ‘high.’ He was bored sh**ess as chairman of Sotheby’s, and the old bastard, like so many other people who reach the top, needed a new adrenaline rush.” The same addiction may have sunk former United Health chairman and CEO William McGuire, who became a heavily compensated hero by transforming the company into a leading health insurer valued at more than $45 billion, then quit in disgrace this past autumn under suspicion of backdating stock options. Kobi Alexander, an entrepreneur founder of the telecom company Comverse, underwent the same transition after falling under suspicion of backdating stock options. He fled justice and was finally apprehended on a golf course in Namibia, where he’s awaiting extradition. Fortunately, success doesn’t have to lead to the dark side. Barry Scheck, a constitutional lawyer with a special interest in DNA evidence, came to national prominence as a member of the dream team that won acquittal for O.J. Simpson. Many superlawyers in Scheck’s position The Lama Review What Comes After Success? (con’t) are content to spend their working lives racking up $700-per-hour fees from any scumbag who can afford to pay. Not so for Scheck, who has a pro-social passion that transcends self-aggrandizement and personal enrichment. Along with lawyer Peter Neufeld, he founded the Innocence Project, which has used DNA evidence to exonerate dozens of wrongfully imprisoned convicts from life sentences and occasionally death row. Their work is performed largely pro bono, i.e., “done without compensation for the public good.” handyman who dropped out of school after third grade, Johnson was the first member of his family ever to attend college. Given these humble origins, it is perhaps not surprising that Johnson’s eventual highprofile success would prove so intoxicating. Or take the case of Michael O’Shaughnessy, a ninthgrade dropout and former PE teacher who started dabbling in real estate and amassed a fortune of more than $15 million—but never found the satisfaction he was seeking. “I was 42 years old,” he says, “and I thought that I really wanted to experience more to life than wearing a tie, chasing deals, and sucking up to clients.” He began to establish goals outside of his work life: first, to complete an Ironman; later, he would organize the first-ever paddleboarding expedition from Key West to Havana and set a Guinness World Record for distance paddling. But his greatest satisfaction came not from paddling a surfboard, but pounding a keyboard. At the behest of his wife, he wrote a personal- finance book for women called Millennium Woman: A Guideline to Personal Security and Financial Prosperity for Today’s Woman, and later founded the nonprofit Millennium Woman Foundation, which provides tuition for single mothers. Inspired by his own mother’s lack of advantages in this world, he sees the foundation as “a chance to return the favor.” In 1989, despite the fact that the Times was enjoying one of its best years ever financially and journalistically, Johnson was asked to step aside—a psychic blow that plunged him into a depression so deep he contemplated suicide. Herein lies the true dividing line. Those like Scheck and O’Shaughnessy who conceive of personal success as a springboard for pro bono actions open themselves to the chance for genuine fulfillment. Successful men whose ambitions remain mired in the purely “pro me” realm, on the other hand, are supernova burnouts waiting to happen. “I very humbly argue,” says Berglas, “that every major thinker since recorded time has argued this perspective. Christian, Freudian, Confucian, Judaic thinking—all have argued the need for balance between material wealth, community involvement, and interpersonal intimacy to achieve success. Without a chronic challenge that ties you to the community, career success is nothing but narcissistic gratification that will doom you to burnout.” Though some of the worst and the best of us appear fated to travel the low or high road, respectively, our whole lives, many men who start out on the former eventually find the latter. Tom Johnson served as publisher and CEO of the Los Angeles Times throughout the 1980s. The son of a Macon, Georgia, “So much of my self-worth was tied to my position,” he says. “I was defining success by my titles, by my self-perceived importance, by all the perks and compensation I received.” “Then a near-miracle happened,” Johnson recalls today. “Ted Turner offered me the presidency of CNN. I began work on August 1, 1990, one day before Saddam Hussein invaded Kuwait. I was part of the CNN leadership group at one of the greatest moments in the history of television journalism. Even though this new job brought exceptional professional happiness and quickly filled the void left by my having been removed as publisher of the Los Angeles Times, it did not resolve my depression.” What did eventually help was a combination of medication and therapy prescribed by a caring psychiatrist—along with a newfound passion for helping others suffering the disease. Johnson retired in 2001 and decided to go public with his earlier travails— not an easy thing for a high-profile CEO to admit. In the process, he says, he has never felt more fulfilled. “I’ve been so lucky in my life,” he says, “and now I feel a strong obligation to help others, especially those who are broken.” Part of Johnson’s quest has been high profile, testifying before Congress, for example, in an effort to put mental disorders on an equal footing with physical ones in terms of insurance coverage. But many of his efforts have been on a personal, one-on-one level. To date, he has helped some 136 individuals, from young men and women to fellow CEOs, who learned about his crusade to destigmatize mental illness and contacted him directly about their own bouts of depression. I first interviewed Johnson while researching a story on male depression and simultaneously suffering a severe bout of it myself. Though depression’s tentacles wriggle their way into many aspects of life, a prominent trigger for my episode at the time was work—specifically, a pervasive sense that my best years were behind me. Try as I might to recapture the thrill of that writing Continued on 50 The Lama Review Page 49 What Comes After Success? (con’t) award, I failed year after year to score so much as a nomination. The clock I had been punching for so long began punching back with a vengeance. That’s when something odd happened. My friends—the same ones whose failures I’d half-jokingly rooted for as foils to my own accomplishment—expressed genuine concern for my deteriorating condition. With their encouragement, along with wisdom gleaned from Johnson and an assortment of depression researchers, I tried a different approach to my work: As I wrote my story, I concentrated not on crafting an award winner, but instead on doing my best simply to help other guys afflicted with a serious, still-stigmatized but eminently treatable disease. I sent the subsequent piece to my editor. When he finally got back to me months later, he had whittled my story down to, in essence, a bullet-pointed haiku. In the past, this would have proved a devastating blow to my ego. Now, I just felt bad, thinking that some reader out there, who might have benefited from the more detailed, nuanced version, wouldn’t get the chance. And I resolved to rededicate all of my future efforts, using whatever talents I’ve been given, to helping other people live happier lives. The result has been a lasting freedom from the shackles they clasped onto my wrists the day they handed me that award. Ralph Waldo Emerson summed up success thusly: “To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty, to find the best in others; to leave the world a little better, whether by a healthy child, a garden patch, or a redeemed social condition; to know even one life has breathed easier because you have lived. This is the meaning of success!” Regardless of how you’ve defined success to date, the best part of all is it’s never too late to start striving for the genuine article. FS rom the Information uperhighway Workplace Tips Five Embarrassing Work Gaffes Kate Lorenz, CareerBuilder.com Editor We’ve all experienced awkward moments at work, along with that feeling of alarm you get the moment you realize you just said or did something you can’t take back and that you know will elicit a reaction from fellow workers. You swear you’ll never show your face around the office again. But time heals all wounds, even those caused by extreme humiliation. How the situation is handled can influence its potential notoriety around the office. A faux pas managed with composure and wit won’t have the legs of one that is met with extreme shock and unrelenting uneasiness. As painful as it may seem at the time, you actually can learn a lot from your bloopers, once the redness drains from your cheeks. Here are a few common work-related predicaments and suggestions on how to handle them. 1. You’re delivering a presentation and notice a glaring misspelling up on the screen for all to see. What can you do? Come clean and confess. Judit Price, career coach with Berke and Price career consulting firm, says honesty is the best policy. “Confess and admit you’ve made a mistake,” she says. “Don’t try to talk about it too much, you may end up putting your foot in your mouth.” Do your best to correct the blunder and then move on. 2. You’re in a meeting with the president of the company and other high ranking executives. You and everyone around you are distracted by the guttural bellows of hunger emanating from your stomach. What can you do? Apply humor. Nothing diffuses a tense or embarrassing situation like a little chuckle. Price advises saying something like, “I guess after this meeting I’ll have to run to the cafeteria and have lunch.” 3. You meant to forward the raunchy e-mail to your friend. You didn’t realize your co-worker was accidentally added to the distribution list. Cont’d on Pg 54 Page 50 The Lama Review 10 Attitudes of Successful Workers By Kate Lorenz, CareerBuilder.com Editor Why do some people seem to reach the top of the corporate ladder easily, while others remain stuck on the middle-management rung? You might think that it is just because those people have more of what it takes to succeed, like brains, talent and powerful people in their corner. But there is something else that is just as important: attitude. Dr. Martin Seligman, an authority on optimism, discovered that attitude was a better predictor of success than I.Q., education and most other factors. He found that positive people stay healthier, have better relationships and go further in their careers. And he even found that positive people make more money. Anyone can adopt the right attitude. No matter where you are from or how much innate talent you have, the right attitude can make a difference in your career. Try adopting these 10 attitudes of successful workers: 1. I am in charge of my destiny. If you spend your entire career waiting for something exciting to come to you, you will be waiting a long time. Successful professionals go out and make good things happen. So commit yourself to thinking about your career in an entirely different way. You will make it to the top, and you are in charge of making it happen. 2. Anything is possible. Think that there is no way you will ever be at the vicepresident level? Then you definitely won’t. Remember: If you think you can’t, you probably won’t. Adopt the attitude of The Little Engine That Could -- “I think I can.” 3. No task is too small to do well. You never know when you are going to be noticed. That is one reason to take pride in your work -- all of it. One public relations executive in Chicago said that her first task in the PR department of a ballet company was reorganizing the supply closet. She tackled the project with gusto and was immediately noticed for her hard work and attention to detail. Remember this the next time you feel like slacking because you are working on a menial task. 4. Everyone is a potential key contact. While you do need to be aggressive in the workplace, you can also go far by being nice to those around you. Do you think it’s unimportant to establish a good rapport with your boss’s secretary? Well, just try getting your meeting squeezed onto the schedule when you really need it. Be courteous to those around you -- you never know when your past contacts will play a role in your future. 5. I was made to do this job... and the one above me. If you spend your days feeling like you are not cut out to do the work you are responsible for, your performance will suffer. Your job may not be the perfect fit, but successful workers act like they are in their dream job, no matter where they are. 6. It’s not just what I know, but who I know. Successful workers understand the importance of networking, both in and out of the office. You need to proactively establish professional contacts. Invite a colleague out to lunch. Go to the after-work happy hour. Join your professional association. Do your part to establish a networking path for your future. 7. What else can I do? Since you are in charge of your destiny, it’s your job to look for ways to improve your professional self. Volunteer to take on an extra project. Learn a new skill that will make you more marketable. Stay late to help your co-workers. Successful workers don’t just complete the job and sign out -- they look for additional ways to make their mark. 8. Failure will help pave the way to my success. While it seems like some people never experience setbacks, the truth is everyone fails from time to time. The difference between successful and unsuccessful people is how they deal with failure. Those who find success are the ones who learn from mistakes and move on. 9. I am my own biggest fan. Have you been waiting for someone in the office to recognize your talents and efforts? Maybe it’s time you start tooting your own horn. Step up and talk about your accomplishments and what you have done for the company. Successful workers know how to point out their achievements without sounding boastful. 10. My opportunity monitor is never turned off. Yes, there will be days when you will want to just be happy with the status quo. But remember that successful workers are always on the lookout for opportunities to improve. Keep your eyes, ears and your mind open to new opportunities -- you never know when you will discover the one that will change the course of your career! The Lama Review Page 51 Building Bench Strength(con’t) “elbow room” -- scope and variety. As William McKnight, the celebrated chairman of 3M, once said, “If you put fences around people, you get sheep. Give people the room they need.” • • individualize development. Although certain experiences and approaches may be more effective than others, each person learns and develops differently. For example, some people love to learn from their peers, while others learn best through trial and error. Best-practice organizations personalize development through informal coaching, ongoing feedback, and mentoring -- at all levels. A multinational organization, for example, began a program in which the top 300 executives each identify a recent college graduate with the potential to become an executive. The executive then sponsors that employee and supports his or her career development. help managers make crucial connections. One study showed that 40% of all newly promoted managers and executives failed within the first 18 months of their promotion because they didn’t build strong teams or reach out to their colleagues and peers. Similarly, the quality of a manager’s working relationship with his or her superior is a critical success factor and has a substantial impact on the person’s success. The emotional and relationship factors are important, and they have to be encouraged and developed. Rather than relying on standardized training curricula, best-practice businesses develop their managers and leaders on the job through a series of challenging and diverse experiences. Their roles are broadly defined, yet expectations are clear, and they receive ongoing feedback and coaching to maximize the benefits from each learning experience. FS rom the Information uperhighway • quickly anticipate and fill succession gaps • identify employees with high management potential and actively plan their careers and development to build "bench strength" • align their people strategy with their business strategy Only a few companies perform these activities consistently well. When you study these organizations, their practices are impressive and insightful. But how do they implement those practices? And how can you make a similar approach work in your own organization? There are three elements you need to manage effectively: • First, make sure the organization understands and nurtures each employee's unique talents and potential through individual career planning and development activities. Bestpractice organizations don't leave leadership development to chance; they actively drive a potential leader's growth and development. • Second, aggregate and evaluate the organization's talent pool to identify potential leadership gaps and suitable candidates. • Third, ensure that executives make the necessary succession and development decisions through group discussion and review sessions so that the talent requirements of the business are met. These practices aren’t easy to implement, and they require discipline and commitment to sustain. There are specific techniques and processes, however, that enable organizations to become world-class in succession management. The next article in this two-part series will show how your business can implement those practices. These elements form the architecture of an effective succession management process. This article will discuss each element of the process and provide specific guidelines on how to implement them effectively. Selecting and developing future leaders is critical. Yet most organizations apply little or no rigor to identifying and grooming their top players. This article discusses how to change that. As noted in the first article in this two-part series, there are three fundamental requirements for effective succession management. Companies that have an effective succession management process: This phase of the process takes place primarily between an employee and his or her manager. Its purpose it to connect the two so the right decisions are made about the employee’s career and so the manager can provide needed coaching and support. This phase entails: Page 52 Individual career planning and development • Promoting an ongoing dialogue. The best way to begin the development process is by talking with an The Lama Review Building Bench Strength(con’t) employee about her successes, strengths, needs, and aspirations. In most organizations, though, managers don’t have these discussions with employees regularly, if at all. All too often, an employee learns that the company has decided it’s time for her to move into a different role, yet she’s never even talked about this kind of opportunity with anyone. Naturally, this increases the likelihood that the new position is not at all in line with her talents or aspirations. Best-practice organizations, in contrast, are intentional about initiating development discussions. For instance, several companies use a performance review process that focuses less on a traditional appraisal and more on a developmental conversation. Some call it a discovery interview; others refer to it as a discussion guide. These organizations are increasing the frequency of the discussions as well, with sessions on at least a quarterly basis. • Avoiding the Peter Principle. Named after Laurence Johnston Peter, the Peter Principle states that in a hierarchy, employees tend to rise to their level of incompetence. And employees will continue to do so if the main criterion for promoting them into a new role is how well they’ve done in their current role. Too many companies reward excellent performance by promoting a person out of the very role in which he or she has excelled. Whenever possible, organizations should promote top performers within their roles by stretching their goals, expanding their responsibilities, or providing them with challenging assignments. This encourages them to develop their talents into real strengths, deepening their abilities and enhancing their performance. This strategy promotes world-class performance in every role. A manufacturing company implemented this practice by creating five ascending levels for its sales representatives. A junior account rep could be promoted five times while remaining within the sales rep role -- and retire as one of the company’s best rewarded top performers. A healthcare organization divided a previously homogenous nursing function into three levels. The third level carried the most prestigious title and managed the most challenging, complex cases -- cases only the best nurses would be able to manage. This provided well-deserved recognition as well as a new challenge to the top nurses, and it offered a career growth path for all others. Encouraging employees to grow within their roles does not necessarily mean an end to traditional, hierarchical promotions. High-performing employees with leadership potential and aspirations should expect to grow into more senior positions -- fast. Promoting future executives into positions with more challenging responsibilities is a great way to develop them. To grow, they need a variety of experiences, including meeting a range of challenges while working in different areas of your business and for different managers. To avoid the Peter Principle, however, organizations should diligently assess employees’ talents, capabilities, and fit for the new role, not just how they perform in their current role. • Instilling a coaching culture. Development must be ongoing, not a once-a-year event. It needs to be ingrained into organizational culture, and employees at all levels should expect informal coaching, mentoring, and ongoing feedback. Some companies foster such a culture by introducing “career boards” or encouraging mentor relationships between proven leaders and employees with leadership potential. Others have instituted an effective induction practice that helps managers and employees clarify expectations and build their relationship as employees take on new roles. Again, a well-thoughtout discovery interview or discussion guide can provide structure to this process. Succession planning analyses With today’s software capabilities, many organizations put their succession management systems online. They make their associates responsible for maintaining their own succession profile and encourage managers to search the online talent pool for potential candidates. These systems also make the process more open and transparent. In one company, for example, employees can see the exact positions for which they could be considered. This level of transparency isn’t appropriate in every organization, but it benefits those that can provide it. Some organizations use software systems to analyze their demographic balance and identify gaps in the succession pool. These systems allow the human resources team to fine-tune their hiring plans. Another important method is mapping various team members against a performance and potential axis. These are common and necessary tools that are used for discussion in the staffing review process. Group discussion and review Every leadership team should periodically discuss the talent and performance levels in its organization. Group discussions or staffing reviews are an effective way to create accountability and plan for succession management. The Lama Review Continued on Next PagePage 53 Building Bench Strength(con’t) In the review sessions, a leadership team discusses employee performance and the strengths, values, unique capabilities, and growth potential of the employees on the teams that report to them. The review process usually starts at the top, actively driven by the CEO. The leadership team then takes it to the next level in the organization as the process cascades toward middle, and sometimes even front-line, management levels, as it does at IBM, for instance. GE has practiced staffing or talent reviews rigorously for years, and a growing number of leading organizations are adopting the practice. Here are a few key reasons why your organization should consider making staffing reviews a required element of its succession management process: The bottom line is, strong leadership today doesn’t guarantee strong leadership in the future. Leading organizations don’t leave succession management to chance. It’s one reason they don’t just survive -- they thrive. Guido de Koning is a Principal Consultant and Performance Strategy Program Leader with The Gallup Organization. • Creating transparency and accountability. Asking executives to discuss employees’ performance and potential enhances the rigor and validity of the review. It also significantly increases accountability for employee performance and development. When reviews are conducted annually or semi-annually, the senior leadership team can see who the company’s top, middle, and bottom performers are. And, it will become transparent who is effectively developing their top players, filling the gaps in their succession plans, and repositioning employees who don’t perform. In several companies, CEOs have instituted quarterly business review meetings, asking executives to report the progress they’ve made on the priorities and goals that were set during the previous quarterly meeting. Predictable reviews like these keep managers focused and accountable and ensure the necessary follow through. • Driving strategy. When leadership reviews a team’s performance and potential, it is important that they link the succession process to the organization’s goals and strategies. They can do this by expanding the discussion to evaluate the team’s strengths and vulnerabilities against its business goals and priorities. Questions like these are a good starting point for the discussion: Given our strategy, what are this team’s strengths and vulnerabilities? Does the team have the talent and capabilities to deliver on the strategy and accomplish its business goals? Do we need to alter the talent or capability requirements of new hires? Discussions like these can be invaluable, particularly when the succession management process is centralized and senior leaders from different business units meet with each other in the staffing review sessions. High-potential employees can be brokered across regions and business units, underperforming managers can be more easily recast into roles and areas in which they may perform better, and best practices can become more visible. Page 54 Succession management is a delicate practice, but one that is highly valuable if your company aspires to be a leading organization in the future. It requires a solid understanding of the strengths, limitations, and aspirations of employees. And it demands transparency and a disciplined review process that involves all of your organization’s leaders. Five Embarrassing Work Gaffes (con’t) What can you do? Assign blame. You could always blame it on technical difficulties. “It happened to me,” Price admits. “I forwarded information to a client, but didn’t realize it was customized and included another client’s name.” However, no matter what caused the slip-up, you should immediately confess (see No.1) and apologize for the mishap. And hopefully you’ve learned not to e-mail any message or picture that you wouldn’t want to be seen by all. 4. Your boss overhears you making disparaging remarks about him to a co-worker in the lunchroom. What can you do? Apologize and start a dialogue. Regardless if what you said about your boss is true, you must take the high road and own up to your behavior and then apologize for him finding out that way. This situation, however, could signal a chance to have an open discussion about why you find it difficult to work with him. It may end on a positive note if you are able to air your grievances in the proper forum. 5. You ended a three-way conference call and, after assuming the third party has hung up, you begin dishing with the remaining caller... only the call was never really terminated and the third party hears everything you say. What can you do? Try to make amends. With any luck, you realize the person is still on the line before you tear into them too much. But all you can do is stand by your remarks, but redeliver them with a softer touch. For instance, while you might have said: ‘Wasn’t her idea the dumbest thing you’ve ever heard?’ You can soften it with: ‘I was thinking we should revisit your marketing idea because I really don’t think it’s going to work.’ Kate Lorenz is the article and advice editor for CareerBuilder.com. She’s an expert in job search strategy, career management, hiring trends and workplace issues. The Lama Review FS rom the Information uperhighway 5. Misread Signals. Try to gauge the needs and mood of those in the room. Listen carefully to what people are saying to discern how receptive they might be to your ideas. You need to make your message relevant to your audience. For example, if everyone is focused on cutting costs and you’re angling for a system upgrade, you’ll either want to stress how the new software will save money -- or table your request for another day. Ten worst things to do at a meeting Editor’s note: CNN.com has a business partnership with CareerBuilder.com, which serves as the exclusive provider of job listings and services to CNN.com. (CareerBuilder.com) -- Meetings have been hailed as the No. 1 timewaster in corporate America, and -- unless food is served to offset the boredom -- the most tortuous part of the work day. Who among us hasn’t cringed as the office windbag launched into a self-aggrandizing discourse that was completely off-point? Pitied a meek co-worker who got trounced by the office bully? Or marveled at a colleague’s ability to string together an array of buzzwords that mean absolutely nothing? Yet no matter how mind-numbing things get, don’t be lulled into thinking that meetings aren’t important. The fact is, they can make -- or break -- your career. Here are 10 things you should never do in a meeting: 1. Show Up Late. Nothing says “I’m disorganized” like walking into a meeting already in progress. Arriving a few minutes early not only demonstrates that you respect your colleagues’ time, but guarantees you get a good seat as well. 2. Be Unprepared. If you’ve been given an agenda or materials beforehand, read them. Think of any questions you have or contributions you could make to the subjects being discussed. 3. Monopolize the Conversation. When discussion ensues, it’s protocol to let more senior figures contribute first. Once they’ve said their piece, concisely make your points. Don’t drone on -- or feel compelled to speak at all if you don’t have anything purposeful to say. As the old adage goes, “Better to be thought a fool, than speak and remove all doubt.” 4. Make Your Statements Sound Like Questions. Phrasing your statements as questions invites others to say no, argue or take credit for your ideas. Speak in declarative sentences, such as, “Let’s do more research on that.” 6. Get Intimidated. Unfortunately, some of your co-workers may view meetings as a battleground and themselves as verbal gladiators, sparring for the boss’ favor. If you become the victim of a put-down or accusation, calmly defend yourself. If you need to buy time to think, do so with a question that will make your attacker accountable. For example: “Andrew, when did you start thinking I don’t care about our sales results?” 7. Chew Gum. The smacking, popping, cracking and cow-like chewing are annoying. Plus, it’s rude and unprofessional. ‘Nuff said. 8. Keep Your Cell Phone On. You turn it off in restaurants and at the movies. Turn it off for your meeting. A ringing phone interrupts the presenter and distracts the audience. And whatever you do, never take a call in the middle of a meeting. 9. Wander Off Topic. Don’t hijack the agenda. Stay focused on what you and your team are trying to accomplish. If you must digress into unrelated areas, make sure it’s all right with the others present. A good way to handle important issues not related to the topic at hand is to record them on a flipchart and revisit them at an appropriate time. 10. Skip It. Sure, you might get more done if you forgo a meeting to stay at your desk and do your actual work. But if the meeting was called by someone higher up in the organization, you’ll miss an opportunity to make yourself known. Remember, in the end, meetings aren’t just about productivity, they’re also about projecting a positive image and building professional relationships. Kate Lorenz is the article and advice editor for CareerBuilder.com. She researches and writes about job search strategy, career management, hiring trends and workplace issues. © Copyright CareerBuilder.com 2007. All rights reserved. The information contained in this article may not be published, broadcast or otherwise distributed without the prior written authority The Lama Review Page 55 Taking pain out of performance reviews Workplace Tips Yes, managers and employees hate them, but there are ways to improve By Eve Tahmincioglu It’s one of the most dreaded workplace rituals, hated by employees and managers alike: the performance review. And the recent scandal surrounding the firing of eight U.S attorneys even though most of them reportedly received good reviews pokes more holes in a process used by almost every large organization in the country. But whine as you will, these job evaluations that typically come just once a year aren’t going anywhere anytime soon. In fact, they’re used more today than ever before. Reviews are even going digital, with a growing number of companies are putting the whole process online. “No one likes to be evaluated,” says Stephanie Payne, assistant professor of psychology at Texas A&M University. “It’s also a cumbersome process for managers depending on how many direct reports they have. And it’s uncomfortable for every one involved, especially if you have to provide negative feedback.” The biggest tension often arises because the review is in most cases tied to an employee’s compensation, thus connecting the process to a worker’s livelihood. If that doesn’t create anxiety, I don’t know what will. And many managers don’t take the process seriously, having subordinated fill out their own evaluations which they then sign off on. In other cases the reviews have no bearing on an employee’s fate. Take the Justice Department’s firing of several U.S. attorneys. The process of evaluating them was actually quite involved, managed by a team of government officials that interviewed judges and other individuals who had dealings with the prosecutors. According to published reports, most of attorneys got positive reviews but were then pink-slipped anyway. While politics and mishandling may make reviews seem a useless exercise, Payne believes when done right they provide the type of feedback most employees are yearning for and give companies a better understanding of who are the high performers on their payroll. James Bowles, the vice president of workforce development for Cingular/ AT&T, says reviews are valuable tools when it comes to determining promotions or terminations. “It can’t be happenstance,” he adds. Problems with reviews, he says, arise when supervisors are not properly trained in giving them or are not given the right tools. The company has gone to paperless reviews, so everything is tracked online, but that has not eliminated face-to-face interaction. Before the electronic system there were some cases at the telecommunications company where an employee ended up getting terminated but managers were unable to find their reviews on file, says Bowles. Now the company has a record of everything review-related for all its 64,000 employees. Wachovia is also using an online system that provides e-mail reminders to its staff that midyear and year-end reviews are due. Bob Brotherton, senior vice president, leadership development for Wachovia, says the bank realized having reviews only once a year wasn’t enough. “We wanted to force the conversation twice a year,” he adds. Companies rely heavily on reviews because any documentation of an employee’s performance is used as evidence by employers when a terminated or demoted worker feels they were fired for reasons other than the way they do their job. If you fire a minority worker and have no record of ever noting weak performance, juries may be inclined to side with the employee in a lawsuit, experts say. Page 56 Jon Ciampi, vice president of marketing and product management for SumTotal, an online review tools provider, says its products allow companies to scan for derogatory words that could get a firm in discriminatory hot water. “Hot chick,” he quipped, would definitely be flagged. With technology making it easier for employers to get the most they can out of reviews, workers might have to accept that these tools will probably remain a fact of work life. So, how do you make the process less painful and use it to your advantage? “It’s important to make sure your manager knows your accomplishments before the performance review takes place,” said James Smither, a professor of management at La Salle University. “This can be accomplished by sending e-mail updates as important projects or milestones are accomplished throughout the year or by preparing a written summary of your work objectives throughout the year and what you have accomplished toward each objective, as well as other accomplishments or activities, especially those that the manager might be unfamiliar with.” Here are more tips for the review itself from staffing firm Vedior North America: • Leave your ego at the door — be receptive to constructive feedback and welcome suggestions for improving your performance. • Don’t be shy about being open with your manager about your goals and aspirations. Too often employees wait to be “tapped on the shoulder” for a promotion or other opportunities within the company, while at the same time their employer may wrongly assume they are not interested in a promotion because they have never expressed that interest. The performance review meeting is not only an opportunity for your employer to share their assessment of your performance, but also a great opportunity for you to speak freely about your goals. • When responding to questions on a performance review form, such as, “Is there anything the company can do to improve?” be cautious not to take this as an invitation to complain. If there is a legitimate issue at your company that would be appropriate to address in this forum, definitely outline what it is, but be sure to also propose a potential (and realistic) solution along with it. • If your manager gives you a low rating in any area that perplexes you and you feel is unfair, don’t just sit there and nod your head and later feel hostile about it. In a non-defensive way, ask them if they can share specific examples with you so that you can gain a better understanding of what the problem is so that you can correct it. • Become an expert at your current job before asking for a promotion or asking to take on new responsibilities. The best way to prove that you are ready to tackle more responsibilities is to master your current ones. Employees should offer ideas and solutions about other departments and divisions within the company to their managers. This shows a manager that you see the bigger picture of the company. • If you still can’t stomach the whole process you can always opt to become a entrepreneur or work for a smaller company where performance reviews are still a rare animal. • Returning to the U. S. attorneys controversy, the whole matter may end up costing the job of their former boss, Attorney General Alberto Gonzales. I wonder if his performance reviews will make any difference. • © 2007 MSNBC Interactive The Lama Review Purina Lab Diet Quality and Service are built in, not added on. Quality and Service are two ingredients that go into every one of the more than 300 diets we produce at our LabDiet® ISO 9002-2000 production facility. Each one is designed to perform in a precise, quantifiable manner, for specific research protocols. Our network of Certified LabDiet® Dealers provide knowledgeable assistance, clean warehouses, and timely delivery of the widest range of lab animal diets in the industry. And, they can provide an unbroken chain of documentation from our Richmond plant to your door. You’ll find LabDiet® in the most prestigious research facilities around the world. And if a LabDiet® product doesn’t exactly match your study’s requirements, our TestDiet® facility will work with you to custom formulate the exact diet to fit your protocol. For more information: www.labdiet.com or call us at 1 800 227-8941 The Lama Review © 2007 Purina Mills LLC. LabDiet®, TestDiet® are registered trademarks of Purina Mills LLC. Page 57 The Management Process Complete the puzzle using the clues shown below. 1 h u 2 4 c o n t r o l l g a d 7 e t e c h n i c m a n a g e m e n e f n f i c p 10 12 3 l o b a r n a l f e c 13 c t i z a o i d n r n i c t g n g v e n e s s n o m p e 6 l 8 i e n c m f l i n g 5 9 m t y e 11 p l a n n i n g t u i t i v e a l Across 2. type of organizations that operate and compete in more than one country 4. a process in which managers evaluate how well an organization is achieving its goals and take action to maintain or improve performance 7. a measure of how well or how productively resources are used to achieve a goal 9. skills that are based on job specific knowledge and techniques required to perform an organizational role 10. the planning, organizing, leading, and controlling of human and other resources to achieve a wide variety of goals or desired future outcomes 11. a process that managers use to identify and select appropriate goals and courses if action 12. a measure of the appropriateness of the goals and the degrees to which an organization achieves those goals 13. type of advantage in which an organization has the ability to outperform other organizations because it produces desired goods or services more efficiently and effectively than its competitors Down 1. skills that include the ability to understand, alter, lead, and control the behavior of other individuals and groups 3. a process that managers use to establish a structure of working relationships that allow organizational members to interact and cooperate to achieve organizational goals 5. a group of people who work together and posses similar skills or use the same kind of knowledge, tools or techniques to perform their jobs 6. a process in which managers articulate a clear vision for organizational members to follow and they energize and enable members so that they understand the part they play in achieving organizational goals 8. skills that demonstrate the ability to analyze and diagnose a situation and to distinguish between cause and effect Page 58 Created with Discovery Channel School's PuzzleMaker. The Lama Review Membership Application Contact Name Company Title Address1 Address 2 City, State, Zipcode Phone Number Email Fax Number Website Membership Type Individual Member (Domestic) $50 Individual Member (International) $60 Institutional Member $250 LAMA Foundation Friend: ___________ Institutional Members may add up to three additional names 2nd Member Name Title Email Phone 3rd Member Name Title Email Phone 4th Member Name Title Email Phone Payment Information Checks must be in U.S. dollars and drawn on a U.S. bank and made payable to the LAMA. Please remit to: LAMA 7500 Flying Cloud Drive, Suite 900 Eden Prairie, MN 55344 Card Number Check LAMA TIN#: 52-1828124 Credit Card Type: American Express Master Card Visa Expiration Date Cardholder Billing Address City, State, Zip Phone: 952.253.6235 Fax: 952.835.4774 Email: [email protected] The Lama Review Website: www.lama-online.org Page 59 Page 60 The Lama Review