Monthly Archives: May 2011

Check Me Out!

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In What Am I Doing? I talked about the importance of creating a to-do list. You’ll save amazing amounts of time each day if you just do a quick brain dump of all the tasks you need to get done the next day. On top of that, one of the most valuable things (if you’re like me) is a checklist. Yep, I know, it sounds like I’m giving you more work to do. The truth is, I’m saving you a lot of heartache.

How’s that? Well, a checklist is more than just a checklist. It’s a list of goals. Let me give you an example: When I first started working at Dave Ramsey‘s office as the VP of Live Events, I was handed a legal size sheet of paper from my EVP explaining how we do events here. Now, I just came off of doing multi-day youth events where I realized just how not detailed I was. When I looked at that sheet, I knew right away I was going to fail if I didn’t turn that into a series of goals I could hit no matter what was going on at the time.

I turned that one sheet into 34 pages of things I needed to get done to pull off a successful event. Then I hired incredible coordinators who took it even further and turned it into a 60 page checklist. Side note: The checklist for EntreLeadership Master Series is 100 pages long. With everything spelled out in a fantastic Excel spreadsheet, we are able to produce outrageous events without missing a thing.

Our checklist became a list of goals that if hit, will produce exactly what we intended, leaving only the unexpected, which, without a checklist, becomes a crisis because we would be dealing with the items we missed as well as the unexpected. And with my personality style, I would miss a ton of stuff if I tried to just go from memory. With the list, the unexpected is only an inconvenience.

So, as you have projects you need to complete, write down all of the goals you need to hit for them to be successful. It doesn’t matter how short or long it is, just as long as it is thought through. And for the highly detailed folks on your team, make sure they understand there is a chance they will always be adding to this list. Your projects may morph over time, so you’ll learn new things. And detailed folks like things to be finalized. :-)

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For Our Heros

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Since today is Memorial Day, I just want to give you a simple poem written by Moina Michael:

We cherish too, the Poppy red
That grows on fields where valor led,
It seems to signal to the skies
That blood of heroes never dies.

Let someone who has served know how much you appreciate them today. Let a family know how much you appreciate their sacrifice that protects us every day. Let those who have lost someone know you appreciate their great sacrifice for our freedom.

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Leadership Spotlight: Colonel Norman Potter

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The Leadership Spotlight continues this week with Colonel Norman Potter. Colonel Norman “Stormin” Potter is a retired United States Air Force Colonel and Master Air Battle Manager with more than 4,200 hours in various aircraft and more than 1,800 combat and combat support hours. He served in numerous military operations, including Desert Storm, Southern Watch, Provide Comfort, Deny Flight, Deliberate Force, Joint Endeavor and Iraqi Freedom. He also played roles in counter-drug operations in Central and South America and air surveillance operations on the Korean Peninsula.

Born in Ogden, Utah, Colonel Potter grew up in Elizabethton, Tennessee, and East Point, Georgia. He earned a B.S. in engineering technology from the University of Alabama (1984), an M.S. in international relations at Troy State University (1988) and an M.A. in strategic studies at Air War College (2007).

Other achievements include being twice awarded Military Distinguished Graduate. In addition, he was awarded the Department of State Superior Achievement Citation, United States Air Force Europe’s 1997 Air Force Association’s Hoyt S. Vandenberg Training Award, 1999 and 2000 Pacific Air Forces Air Battle Management Crew of the Year. He was also the recipient of the 355th Wing’s Lance P. Sijan Senior Leadership Award.

Following his military retirement, Colonel Potter joined the Dave Ramsey team as Vice President of the Financial Peace Military Edition. His mission is to use Dave’s principles to help all military members and their families achieve financial peace while greatly contributing to military readiness and combat effectiveness.

CLo: What is your role in leadership?

NP: To build the rapid expansion of FPME and to sell the “Big Picture” idea not only to leaders, but also to the Military Advisors

CLo: What is the best advice you’ve ever received about leadership?

NP:

  1. Absorb leadership traits from the good and bad leaders alike.  Once you become a leader, you will know which ideas to discard and which to implement.
  2. If you can’t get your work done in eight hours, you are doing something wrong (You aren’t delegating, you’re micro managing. Or you have ineffective processes).
  3. Build a team of experts you trust, give them your strategic guidance and let them go.  They won’t fail you.

CLo: What is the biggest challenge facing leaders today?

NP: To lead people and manage things.  Some leaders should wear a sign that says, “Great With Machinery. Keep Away From People.”

CLo: How do you continue to improve yourself as a leader?

NP: By applying observation with lifelong experiences and leadership education.

CLo: How do you invest in others?

NP: Treat the mission or task as a high performance jet.  The people are the parts of that jet.  If you don’t maintain them (through pay, benefits, understanding, respect, etc) the parts will falter and have to be discarded, thus making the machine much less efficient and effective.

CLo: What was the last book you read?

NP: Ronald Reagan, The Great Communicator.

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You Got Somethin’ To Say?

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Many of you have left some amazing comments. So amazing that I think there is potential for some really good guest posts. If that’s you, then let’s see whatchya got.

How should it look?

  • The content needs to have something to do with business.
  • It needs to be between 300 and 500 words.
  • It can’t be something that has already been published. And you agree not to publish it, except for a promo of it.
  • It needs to be clean. No point in putting in anything dirty, or with bad language.
  • Try for humor. You don’t have to be Steve Martin…unless you’re Steve Martin, but throw a little somethin’ in there to make us laugh. Unless your content is serious, then It’s okay not too.
  • Let me know who you are so I can publish your name, or your…handle? Do they still use the term handle for made up names?
  • Let me know how many Twitter and Facebook followers you have, and if you’re willing to promote to them about your post.

Then write it up and email it to me. So that’s it. I would love to share the talent of those who appreciate my writing. Or…maybe you feel sorry for me. Don’t tell me if you do because I feel pretty good when I see my stats. I don’t want to lose that lovin’ feelin’.

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What Am I Doing?!

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If you’re anything like me, you run like crazy all day long and when you get home, you wonder what it was you actually did. It’s not uncommon at all for owners, leaders and team members to feel this way. Unfortunately, it carries into the next day. When we get to work we’re not really sure what it is we’re supposed to do. We know it’s a lot, but where do we start?

That’s why I really push for people to make a simple to-do list. It doesn’t have to be difficult at all. It just needs to exist. Studies have shown that a to-do list can gain you up to two hours of productivity each day. How? Well, what usually happens is we get to work, start on the first thing we can think of, then we realize we need to do something else. Oh! Don’t forget that thing that was supposed to be done last week. Wait… something new just landed on my desk. It’s a vicious cycle. That’s where we end up losing up to two hours a day.

Instead, if you spend 15 minutes prioritizing what you need to do, you’ll be amazed how easy it is to follow that list. Now, most people will make their list in the morning, and that’s great. But I’m going to tell you to do it at the end of your day for the following day. Why? Two reasons:

  • It’s fresh in your mind. When you get to the end of your day you know all of the stuff you’ve been working on. Dump it all out right then, along with any other items that need to be added to it. Now you won’t have to wonder what tasks need to be tackled tomorrow.
  • This will also get all of the junk stirring around in your head out. That way you don’t spend the rest of your evening thinking about what you need to do tomorrow. I have a tendency to send myself emails at night if I didn’t take the time to write stuff down before I left the office. When you know everything’s already on your list, you can spend focused time with your family.

List your tasks using the ABC method. The most important things get listed under A. Anything that can bring money in the door should be in this category. Your most crucial task should be listed as A1. Things that need to be done soon fall under B. Everything else goes under C. If you can’t ultimately get to the Cs, you need to either delegate them or store them in an idea file. That way they don’t stay in your subconscious as something that needs to get done.

There ya go. Simple and elegant. Ok, maybe just simple.

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Did You Really Ask That?

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From time to time I like to talk about tipping. Why? Because it’s the subject that keeps on giving. In Uhhhh, Tip Please I talk about how anyone who’s ever worked as a server tips well. You can’t help it. Once you’ve experienced what it’s like to be treated like a lower-class person by some ignorant…ok…calm down…you understand the need to never let anyone think that’s how you feel.

Anyway, that’s the reason I always tip well. In fact, I start everyone off at 20% , and you really have to mess up for me to drop from there. Even if you do, I still wonder if you’ve just had a bad day. The only thing I really don’t like is you telling me you can’t do something. Worst case, tell me that you’ll check on it, but first answer should never be no. There will always be some unreasonable requests, but you should still make the customer feel like you’re trying to accomplish it, even if you can’t.

With that in mind, last Monday night I was having dinner with a bunch of EntreLeadership attendees at a nice steakhouse. The service was really good, so I don’t want you to think I’m going to slam our guy. But as we get to the end of the meal, our server brought one check and set it down. The problem with that is we needed it split like five ways. On top of that, he never asked us what to do with the check(s), he just brought one.

I quickly apologized, ’cause I could have said something earlier and asked if he would split the check. His response was, “Ohhhhh, you want it split?” To which I said, “That would be great, thanks.” Now, I recognized by the way he answered that he didn’t want to take the time to do that. So in an attempt to not go the extra mile he said, “Hmmmm, how do you want to do that, like by percentages?” Percentages?! Seriously? “No sir, by how we came in. How did he respond? “I’ll see what I can do.” He turned and left to…see what he could do.

At this point I was thinking, “Someone’s working on his tip!” Now, again, he may have just been having a bad day. But if he had, I’m sure we would have seen it come out during the meal. And to be fair, it’s not like he was being rude or a jerk, he just wasn’t taking care of his customers at that moment. The answer should have been a quick, “Sure! Absolutely!” It wouldn’t have hurt our feelings if he would have taken responsibility for not asking in the first place.

Again, we had really good service until that moment. And it wasn’t enough for me to change my tip at all. But it sure was enough for me to write about it.

What areas are you falling short in when it comes to customer service? What about your team? Keep in mind that a happy customer will not only tip well, but most likely return for more of your amazing service.

How would you have handled this situation if you were the server? What if you were the customer?

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What To Do After EntreLeadership

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Last week was an amazing EntreLeadership Master Series event in Orlando, Florida. For me, I taught Personality Styles and Mission Statements in the main session and had a breakout session that was so packed, people were sitting on the floor. The rest of the week was spent doing one-on-one counseling sessions helping folks implement the change needed to either grow their business or fix problems to grow their business.

Whether it’s Dave’s EntreLeadership event or mine, at the end there’s always the, “What now? Now that you’ve taught me so much information that my head is smoking, what do I do with it?” That’s easy…get to work! Ok, maybe there’s a better way. Actually, there are a few things to do:

  • Pick three, they’re small – There’s no way you can implement all of the lessons from EntreLeadership as soon as you get back. Instead, start by sitting down and honestly telling yourself what your biggest obstacles are. And while you may have a lot, you really only need to focus on the top three. Any more than that and you’re be spreading yourself too thin…like you probably already are.
  • Ask! – Now that you have your ideas on what your biggest obstacles are, ask your team what they think. You might receive some surprising information. What you think is holding you back, and what your team thinks could be completely different. And since they are on the front lines, you just might want their thoughts. You may be struggling in an area that only they recognize. Worse than that, they may have been telling you all along.
  • Give away some ownership - Once you have your top three needs, get back with your team to get their opinions on what to do next. I don’t care if you already have the answers, if you go back to your team and tell them what they are going to do, then you’re just delegating tasks to your team. Stop it! This time, have a brainstorming session where there are no bad ideas and nothing gets shot down. As you do this, you get something spectacular from your team,buy-in. And when team members have buy in, they take on something else that’s really needed, ownership.

This is where you ultimately want to be. They understand you’re in charge, but with emotional ownership they will go the extra mile to complete the tasks. The crazy thing is that so many leaders won’t do this because they are afraid it makes them look like they don’t have any good ideas. The truth is, your team will have more respect for you as a leader because they know you care about what they think.

If you’re an EntreLeadership Alum, how well did this work for you?

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Leadership Spotlight: Barry Hardy

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The Leadership Spotlight continues this week with Barry Hardy. Barry is the team leader of the Customer Care Center for the Dave Ramsey organization. He has worked with Dave for more than eight years and in addition to his customer care duties, Barry has also been active in bringing to life “Junior,” the title character of Dave Ramsey’s six children’s books.

Prior to working for The Lampo Group, Barry taught elementary school and high school for 14 years. He is very active at church and has been on six mission trips to Novosibirsk, Siberia…during the winter! Ask him about what a Russian winter is like — he should be used to it!

Barry was born and raised in Maine, then moved to Tennessee where he attended Lipscomb University and received a bachelor’s degree in education, theater and psychology. He completed his master’s degree in education at Indiana University. He and his wife, Debbie, have coordinated Financial Peace University classes for more than nine years, and they live in LaVergne, TN, with two of their three sons. His speaking engagements include motivational and ministerial speaking throughout the United States at churches, schools and business organizations. He also speaks at conventions and workshops teaching families how  prepare themselves and their children to handle money matters.

When not at work, you can find Barry producing and directing shows as The Swan Performing Arts Center, a non-profit, 501c3 community theater.  Barry is the President of the Christian-based, family oriented organization in operation now for two years.

CLo: What is your role in leadership?

BH: To continue to challenge, mentor and encourage my team to the benefit of the entire company.
I want my advisors to not only be better at what we do, but also to better themselves personally.  While I want people on my team to enjoy what they do and desire to stay, I want them to prepare themselves for their next step, whatever that might be.  As I mentor and encourage them to be better customer advocates and sales people, I want to do what I can to help them reach their professional and personal goals. If they feel that everything they do benefits them for the future, they will be happier and more productive in the present.

CLo: What is the best advice you’ve ever received about leadership?

BH: Don’t ask of anyone anything that you are not willing to do yourself. I’m not on the phones much anymore, but if I needed to be I could and would.  I stay abreast of everything they have to know as an advisor.  This helps me as a leader to see things through the advisor’s eyes which helps me see what areas need refocusing, changing, updating, etc.  It also gives the advisors a comfort level if they encounter something different.  They know that I will either know the answer or be able to find it for them quickly.  There are also times when, for the good of the department, we have to other types of work, such as loading and unloading, cleaning, restocking, etc.  These things take up time and aren’t that much fun.  As a leader, I’m right there in the middle of it with them.  I do delegate, but they know that if I am not there with them, it is because I’m tied up with something that needs my attention and not that I just don’t want to get my hands dirty.

 CLo: What is the biggest challenge facing leaders today?

BH: Keeping your team focused on the goal when there are so many distractions affecting their lives. With the variety of calls we get in a day, it’s easy to get discouraged on slow days or be overwhelmed on busy days.  While many of our calls are upbeat and generate sales for the advisors, many more are serious and often depressing.  You have to work at staying on your game.  There are also many personal things that happen to all of us that can get in our way if we are not careful.  Spending individual time with the advisors helps me understand them and assist where I can to help them stay on track at work.

CLo: How do you continue to improve yourself as a leader?

BH: Reading and picking the brains of other leaders. I do a lot of listening and watching. You can learn a great deal if you just keep your mouth shut and tune in to what’s going on around you.  Watching other leaders and how they work with their teams helps me tremendously.  I have three leaders here who I will sit down with and just run things by them or ask how they would handle a situation. I don’t have all the answers, but I know I can depend on my fellow leaders to provide guidance.

CLo: How do you invest in others?

BH: Time.  I am always there when needed for any reason and for anything.  I stop what I’m doing to take care of their needs. My door is always open for any team member who needs to just talk.  However, I also have dedicated time each month with each advisor. That is their time to sit down and discuss whatever is on their mind.  This time is for non-emergency or time-sensitive discussions. If something like that comes up, they know they can come to me immediately. I also plan social events with the team.  Going to a play, or to dinner or simply taking a few at a time to lunch one day goes along way in team spirit and morale.  In the past, we have also taken retreats, and those have always been a big hit.

CLo: What was the last book you read?

BH: Surviving in an Angry World – Charles Stanley – second time through. Reading is crucial.  I don’t do as much as I would like, but I try.  I also watch for things on the internet as well as television that might impact what we do in Customer Care or individual growth. I also try to attend at least two seminars a year to help me grow as a leader.

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Walt Disney’s Dirty Laundry

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This week a large group of us had the opportunity to experience “Behind the Business” at Walt Disney World. Essentially, they took us on a tour of three areas in the park where leadership worked hard to continue improving the magical experience.

The first stop was at one of the three laundry facilities that handle all of the laundry for the entire resort, including all of the hotels. The plant has seven washing machines the size of a bus. Inside each are more than 20 compartments that move the laundry through in 27 minutes. At the end, they press the laundry to get 60% of the water out. When done, it comes out like a massively large aspirin.

It is an incredible process that starts with the “Cast Members” separating all of the laundry by type.  Then it ends up on miles of track throughout the ceiling that carries the laundry around on a timer, dropping the clothes in the machines, There are about 100 happy people at the facility who make it all happen.

However, there was a time when they weren’t all happy. In fact, they used to have a 70% turnover rate. That’s outrageous! I’ve never heard of a rate that high! When new leadership came in, they decided something had to be done…because something had to be done. So instead of just instituting the ideas leadership came up with, they went to the cast members and asked them what they thought.

They listened to their team and immediately rolled out a ton of improvements like air that blows on them to keep them cool, rubber mats for them to stand on all day long, the choice to wear regular clothes instead of uniforms, etc. Their turnover dropped from 70% to 7%. SEVEN! Just because they spent time talking and, more importantly, listening to their front lines. Pretty smart.

Are you spending time getting feedback from your front lines? If not, why? Give it a try and see what they come up with. You just might be surprised.

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Whose Fault Is This?!

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Way too many leaders make the mistake of playing the blame game! It happens all the time. If something goes wrong, the first place they go is, “Who’s fault is this?” To them, it’s more important to attack a person to “get to the bottom” of an issue, instead of fixing the problem and making sure it doesn’t happen again.

Now, those people would disagree with me and say that they are trying to fix it. The problem with that is, attacking your team members doesn’t get them to do it right. It causes them to freeze. Yep! Solid as ice. Why? Because when people are treated without dignity by being blamed for something, they make a conscious decision to do nothing. That way they don’t get in trouble for something else.

Instead, try something that will give your team the freedom to talk about issues without feeling like they will be crucified. Years ago I implemented a post-event meeting with my Live Event Coordinators. It came after all of the accolades, high fives,and pats on their backs. I brought them in and told them that the meeting would be a place for us to discuss the things that went wrong and come up with ways to fix them so they never happened again.

Now I knew the issues and how to fix them, because I had taken copious notes while at the events. But that wouldn’t help me grow my team and my business. So the first time we held this meeting, I called my team in and explained to them what I wanted to happen. It was silent for a while and finally one team member said, “Well, So-and-so didn’t get her thing done and that really affected my thing!” To which I said, “Whoa, whoa, whoa…this isn’t about blame. Tell us what happened and how we can fix it, so it doesn’t happen in the future.”

They were shocked! They didn’t know what to say. In fact, I had to do most of the talking after that. But two events later, sitting in that meeting, one of my team members spoke up and said, “Well, I’ll tell you what I did, and I know it effected you, So-and-so. I realized if I just do this, I can make sure that doesn’t happen again. I’ll add it to the check-list.”

From that point on, that team became the tightest team! We could meet and discuss any issue openly because they knew they were going to be treated with dignity and not get their heads ripped off. They didn’t freeze with the fear of being treated badly, so the team became self-policing, and issues became almost nil. The problems we did have were no longer things that a team member missed, just the unexpected issues that come up during any live event.

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