Escape From Excellence

This is not a political blog, nor is it a political post. We won’t touch on policy or ideology. And we know that many business leader have expressed concern that Obama’s tax policies are too left-leaning for comfort. But watching Barack Obama throughout the campaign made it clear that he is a living example of leadership mastery, independent of his policy agenda. He shows the Markers, he’s made the Five Shifts of Mastery, he’s led from his Dynamic Essence, he confounded the merely excellent and won, and he’ll reap the Five Rewards of Mastery. Whether you voted for Obama or McCain, this must be recognized. Time will tell if Obama maintains his mastery, but he clearly demonstrates it at this time. Consider first the Five Shifts of Mastery:

Shift 1. Effort to Energy. Of course, Obama gets fatigued like any other human being, but in his constant public appearances, he always appeared lively, alert, present, focused, and tireless throughout the long slog of the campaign. Few people can manage a schedule like that (and McCain is to be commended for taking on the challenge at age 72), but Obama clearly appeared to be tapping into an endless reserve of energy. He displayed even more as time went on, and his energy became self-sustaining. Effort can’t win against this kind of effortless and sustainable energy.

Shift 2. Proficiency to Expression. Obama’s native intelligence affords him a comprehensive grasp of policy, and he’s a quick study. But more importantly, he is superb at expression, both in his oratory skill and also in his ability to articulate a vision and rally people to it. Obama simply spoke his deeply-held truth; he put it out there. He displayed the inhibition that has the power to drive change.

Shift 3. Expertise to Perspective.  Here’s what we wrote in our e-book and other materials about perspective: “Perspective provides an authoritative interpretation of the here and now, as well as what is to come. It sees deeply into the nature of people and circumstances with honesty, integrity, insight, and fearlessness. It knows the score, the real story. Perspective makes us truly visionary.” Obama did this. 

Shift 4. Commitment to Intention. A political campaign is nothing if not a place for incredible commitment. However, in the cacophony of committed voices, on all sides, Obama kept his cool and led from Intention. We write this about Intention: “Intention has the power to make vision real. It is what happens when we get free from distraction and decide to come from our core. Intention says ‘yes,’ with confidence and purity of purpose. True intention is different from will. Will is about ego and power, and it’s prevalent in the Excellence Trap. Not so with Intention. True intention is rare, so it both inspires people and attracts the necessary resources to make vision real.” Intention defines Obama’s approach to leadership. This intention resonated to the rank and file, across the aisle, even to would-be adversaries.

Shift 5. Knowledge to Wisdom. It is impossible to know everything necessary to never misspeak in a presidential campaign. And Obama is no exception, particularly given his relative inexperience. But rather than try to overcome knowledge gaps with deep ideology, spin, or distractions, Obama demonstrated Wisdom. He consistently confounded, surprised, challenged, or inspired legions both in the way in which he handled a number of attacks and crises, and in the manner in which he sustained a vision of post-partisanship, new ideas, and new coalitions for a new era. He had a sense of rightness in what he chose to do and say that served him well. Detractors called this rhetoric or flash, but Obama won, and in large part buy “flipping” red states and creating a broader coalition that included former detractors, including white working class males, Hilary loyalists, moderate republicans, and African-American leadership figures (the proof of the latter is evident the tears of joy Jesse Jackson shed in Grant Park).

Leadership mastery confounds mere excellence by achieving the extra 5% that defines greatness. McCain’s campaign threw everything they had at Obama, and still he triumphed without apparently breaking a sweat. McCain had smart people who displayed all the virtues of excellence: effort, proficiency, commitment, expertise and knowledge. But it wasn’t enough. Obama won by showing masterful leadership in his campaign, and by suggesting that he would do the same in his presidency. Conversely, McCain appeared increasingly angry, tired, and cut off from his own core beliefs. His strategy was more visible, calling into question the integrity and even the existence of his core beliefs (until he shared them in his concession speech, considered by many to be his finest moment), and causing former supporters from 2000 or 2004 to abandon him.

Obama also displayed the Five  Markers of Mastery: fearlessness (by getting into the race against the odds and taking his vision everywhere he went), gracefulness (by staying cool under great pressure, never taking the bait), generativeness (by championing new ideas and new visions), effortlessness (see above), and intuitiveness (intuiting that America was ready for him, and intuiting the best ways to respond to attacks and crises, from Rev. Wright, to  alleged links to terrorists, to charges of Marxism).

Now Obama will reap the Five Rewards of Mastery: sustainability (by building upon a deep and powerful foundation of aligned mastery), integrity (by entering office with a clear agenda, largely unsullied by dirty campaign tricks and marriages of convenience), attraction (by attracting goodwill and talent, at all levels of society), attunement (aligning a broad cross-section of global supporters and partners), and capacity (the big payoff for everything else). Ultimately, if he delivers on his campaign “promise,” Obama will enjoy unprecendented levels of effectiveness, alignment, and sustainability, and leave a lasting legacy. This is what masters do.

 Throughout the campaign, many people on both sides of the political divide spoke about how Obama is not just a set of polices, but is rather a “very special person” and a “once in a lifetime leader.” If you are an Obama supporter, you can rest assured that you have a masterful leader working for you. To the extent that business leaders are fearful of Obama’s more liberal-leaning statements regarding tax policy, you have two choices. You can work with him, trusting upon the perspective, wisdom, and pragmatism that comes with mastery. Or you can seek to undermine him from the outset. But note that if you oppose Obama and look forward to a shift in direction in the next election, you will not defeat him with mere excellence, or with only a bundle of alternative policies. A master can only be met with more mastery, so you’ll need to find a master. A real one.

This is my first post after a long hiatus, so let’s make it high value-added.

In tough economic times, like these, the stakes are high and the pressure is on leaders to make wise and sometimes tough decisions. Failure is both not an option, as well as a genuine possibility lurking in the doorway. The margin of error is diminished. We can’t afford to be wrong.

Ironically, for the big decisions, those with a straight path to the bottom line, the usual tools of management decision-making won’t suffice. Data, analysis, sophisticated models, and decision trees and matrixes will only get us so far. It’s kid’s stuff. These tools are not predictive. They are a cost of entry, never a differentiator or driver of sustainable competitive advantage (not even with the smartest consultants in tow). Moreover, these decisions never take place in a vacuum, and the complexities of real-time business life reduce our confidence in them. A leader trapped in mere excellence will typically over-rely upon these models, and then hope like hell that he or she is right. This undermines their own wellness and productivity, and that of everyone else working under the same conditions, which is to say their people.

There are two popular but unproductive and costly options that many leaders choose when confronting having to live with high stakes decisions:

1. Bluff/Spin/Blame. These managers have all the data and people lined up to take the blame if things go wrong.

2. Escape from Reality. These managers rely on force of will and ego in an attempt to sell themselves and the world on their vision and interpretation of events even when it is clear to any objective observer that they are simply full of it.

When the leader chooses it, the entire company lives with it. Please note: these two strategies are not limited to mediocre and failed managers; that’s too easy. Rather, we see them, almost daily, being practiced by excellent managers. That is to say, managers who have pursued and achieved excellence by practicing the Five Virtues of Excellence; people with a track record, senior leaders. This is what happens in the Excellence Trap.

There is a better way! Leaders in Mastery know that, after they have gathered and analyzed data and considered options, they simly choose a direction. Then they make it real. They bring the Five Pillars of Mastery (energy, expression, perspective, intention and wisdom), and that of every person in the entire organization to bear upon whatever path they choose, whatever context they are in; they engage, they flourish, they improvise and adapt, they inspire and align, they lead. It’s that simple, and that rare.

Try this: for every data point you consider when confronting a tough decision, spend as much time considering the Five Shifts of Mastery. Or let’s make it even easier: pick a direction and run with it. If you’re smart, capable, and have done a modicum of due diligance, you’ll succeed either way. Leadership Masters make their own reality, they don’t impose a fantasy on others. And to use the language of competition, a leader working to escape excellence and achieve mastery is already enjoying a powerful competitive advantage. Consider this: excellent managers try to  control the uncontrollable, and waste resources in the process. Masterful leaders create the future, establish the outcome, and gather resources as they go. It’s the leadership equivalent of creating opportunity while others panic (and let’s face it, most people, even excellent people, do panic. They’re panicing on Wall St as I write this).

That’s something you can stake your business on, particularly in tough times.

OK, we all know by now that the US economy has evolved over the past few hundred years from agriculture, to manufacturing, to technology, and now to creativity. Apparently, even in this tech-driven era, so much technology work and innovation can be outsourced or replicated globally, that our sustainable core competitive advantage, our national Dynamic Essence, is being labeled “creativity.”

Creativity is challenging because, like math, many people think it’s a specialized skill or, worse, a talent we’re either born with or we’re not. Many people hear, “Creativity Economy,” and think, “Uh-oh, I’m in trouble. That’s not me.” Often their bosses don’t help much, simply saying, “OK people, get creative! Let’s see those ideas!” But while some people are born with an extraordinary capacity for non-linear thinking, most people can learn to be creative. And jazz masters, those masters of our own national home-grown music, can teach us a lot. In fact, if sustainable U.S. prosperity requires us to be creative, then our own jazz musicians are the first place we should look for guidance. Here’s why:

Jazz musicians improvise. They compose on the spot (innovation), play what they hear as soon as they hear it (agility), respond to thier immediate situation (market conditions), listen to what it going on around them (culture and competition), find and express thier own unique voice (branding), do it in a team setting, i.e. a band (organization), and must reach and move a listener (customer). They are walking creativity, always channeling what’s inside into something new. What they do is both extremely creative, and also not unlike what people working to succeed in a creativity economy must do. (By the way, blues, country and rock musician’s also often improvise, but they are less defined by it, and they do it in a less complex context. So let’s stick with the jazz example.).

Here’s how: The best jazz musicians, the real masters, first achieve excellence. Then they escape from excellence. (more…)

Excellence differs from failure and mediocrity most obviously because many people openly and passionately aspire to it. They want the satisfaction excellence brings and the rewards it promises. Excellent people simply have richer lives, get more done, and have more fun. Aspiring to excellence is valued, encouraged and rewarded. No one really says, “I aspire to mediocrity.” Or, “I’m comfortable with failure.” So, even though excellence eventually turns on us and leads us into to the Excellence Trap, it is nevertheless fitting to speak of those habits and practices which can lead us to excellence as virtues.

There is no shortage of advice and opinions about what drives excellence. After studying much of what’s out there, across time and across cultures, and after working with a myriad of clients, we’ve identified five core virtues which truly account for excellence, without reducing or narrowing what excellence actually is or what it requires. 

The Virtues of Excellence are these: effort, proficiency, expertise, commitment, and acumen. If you demonstrate those five consistently then you will achieve excellence. And you will be also well on your way to the Excellence Trap! Let’s discuss these five virtues one by one.

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Imagine two successful leaders. Let’s call one leader S, and the other C. At this time, S is trapped in excellence, while C is in mastery. If excellence and mastery are like apples and oranges, these two will have very little in common. But not so fast; they’re both fruits, both grow on trees, and both start out life similarly. So it is with our two leaders. They share much in common, up to a point. But after that point, S became ensnared in the Excellence Trap, while C evolved to Leadership Mastery.

After the break, an article length case study follows that outlines in detail what the Excellence Trap and Leadership Mastery can look like in the real life of two CEO’s. Both pursued excellence. One became ensnared in the excellence trap, while the other achieved Leadership Mastery.

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Daniel Plainview, the character brought to life in a staggering performance by Daniel Day Lewis in Paul Thomas Anderson’s celebrated new film, There Will be Blood, is an outsized character of mythic proportion. So, while we are unlikely to meet someone like Plainview in real life, he presents a lesson, example, archetype, or “plain view” that speaks to all of us. I saw the movie recently, at the precise moment when I was searching for an easy way to communicate what the Excellence Trap is like, and how we come to be ensnared in it. Enter Daniel Plainview.

Daniel Plainview fancies himself a leader, a self-made man who will create something huge, create jobs, make history, and maybe even start a movement. When we first meet him, prospecting for oil, he embodies the Five Virtues of Excellence: Effort, Proficiency, Commitment, Expertise, and Acumen. He displays vision, tenacity, a willingness to take risks, and an admirable individualism and determination. Failure and mediocrity are simply not on his radar. At first, I like this guy, until he opens his mouth, 15-20 minutes into the movie, and we meet the monster he will become. While most people trapped in excellence are in no way monstrous like Plainview, he does show us, on a grand and mythic scale, what we are bound confront if we aloow ourselves to think that excellence is the end of the road. If we are excellent, we are unlikely to turn into the likes of Plainview, but we will confront the same dynamics, each in our own way. You can bank on that in the same way Plainview banks on himself and his oil.

Plainview’s problems set in when he reaches the Five Limits of Excellence, those built-in ceilings which undermine the positive aspects of excellence:

• His Effort is limited by his physical limits: he is merely a man and, to drive the point home, he is hobbled for life by an on-the-job injury. He reached this limit early on.
• His Proficiency won’t set him apart. He knows this, and so looks with seething rage upon anyone who has a measure of proficiency in his chosen profession of “Oilman,” from the executives of Standard Oil to, eventually, his own adopted son.
• His Commitment saps his strength, and in Plainview’s case, his soul as well. His mono-mania about success cuts him off from other people almost completely, he is often drunk or at the verge of rage, and he subjects himself and others to unnecessary hardships and dangers, far beyond any practical reasoning or benefit.
• His Expertise lacks vision. Early in the film, he appears possibly to have the makings of a visionary. But his ego, fear, greed, and paranoia cause him to miss opportunities or to see the larger picture. His isolation increases with each major episode in the film, as he manages to sucker people into his plans, but fails to attract anyone to a vision, because there is no vision to be seen.
• His Acumen reduces strategy to tactics. His obsession about competitive jockeying takes over his entire person, and he ends up bitter, alone, and un-admired (he calls his butler his “closest associate”). He has no allies, defenders, zealots, partners, and no lasting legacy other than violence, deceit, and hatred.

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