Blog Post Cover: Business Operations Professional People Skills

We’re continuing our look at Marcus Whitney’s Book Create and Orchestrate by examining what it means to have a strong sense of business operations.

If you missed any of the previous posts, don’t worry, links are at the bottom.

At its core, the purpose of operations is the indefatigable elimination of risk in the business.*

The Structure Of Business

The United States has a dizzying array of tax codes, legal standards, and licensing requirements for businesses. I’m not a tax professional, and I understand very little about the different structures and benefits to each different type of business entity.

What I do understand, however, is risk mitigation and people management.

Yes, creating the right entity matters.

Of course, you need to have insurance, file the proper paperwork, and utilize the right tax incentives.

But above all, it’s the measure of people’s development, conflict resolution, and personal investment that really shapes the future of your business.

Effective Business Operations Includes Substantial People Development

Years ago, I was coaching an individual that often touted his own leadership capabilities. He was convinced that both his ideas and his methods were right. It came as an absolute shock then when he was passed over for a promotion.

To hear that he didn’t play well with others, handled criticism poorly, and was developing a negative reputation in the organization truly came as a surprise to him.

Early on he expressed his anger and frustration. Everyone else’s inability to see his greatness was offensive. It was then that I asked him a fundamental question about his leadership. Blog Post Cover: Business Operations Professional People Skills

“Great leaders produce more leaders. Who are other people you’ve developed that would identify you as their main source of influence?”

He sat in silence for several minutes, ultimately unable to come up with a single name.

He was slowly beginning to realize the difference between ordering others with tasks and leading people effectively.

To his credit, he took the insight seriously and began to change. His method and approach to interacting with others improved greatly. He led his team more effectively and radically improved his leadership capabilities. As a result, his overall business operations improved. His happier (and more well-developed people) made for a better culture, which made for a better customer experience. Everyone won.

Your Key Three Takeaways

To effectively grow your business operations and, as a result, your overall business, you must, as they say, play well with others. Ultimately it will all come down to how well you invest in the people and culture of your organization. Here are three things for you to practice this week:

1.) Think Through the HR Logistics

One of the reasons businesses call me is because they sense that a change is needed in their HR policies. People are leaving. Customers are unhappy. Turnover is high. What’s going on? Most times, the business owner hires an employee but then stops the conversation. Outside of the occasional business meeting, there is little to no talk of promotion, a pay raise, or leadership development. If this is you, your business operations are in need of a serious overhaul. Start with people. End with people. Develop people at every step along the way. Think through those logistical questions and treat your employees with respect, trust, and goodwill. It goes farther than you think.

If you’d like some help with this, feel free to email me and we’ll set up a time to talk.

2.) Praise Publicly – Criticize Privately.

I almost wrote, “Don’t criticize.” It’s not that people don’t need to hear good, constructive feedback, it’s that it’s so often done poorly. Coach your people through problems. This gives them the opportunity to listen and learn from their mistakes by applying critical thinking to their own actions. The most effective way to change behavior is through good, insightful coaching.

On the positive side, be generous with public praise. I once worked with an employer that openly refused to praise their employees.

“I give them a paycheck, why should I praise them for doing their job?”

The short version of that story is that employee turnover was extraordinarily high and morale was constantly low.

Praise frequently and extravagantly.

Let someone know when they do a good job.

Better yet, make sure others know it as well.

3.) Win Relationships, Not Arguments

Several years ago, mired in a personal conflict with someone else, I learned a very harsh reality: If I win the argument but lose the relationship, I’ve lost everything.

I’m sad to say that I lost everything. My moments of weakness, poor leadership, and even worse conflict resolution ability cost me a friendship and ultimately a job. As a person in charge of business operations, this decision haunts me.

From that moment on, I was determined to never let it happen again. Since then, I’ve never been disappointed. Even when it means swallowing my pride or allowing the other person to be right (even if factually I am) it’s always been worth the extra effort and energy to win the relationship.

As a business owner or other leader, be sure to win relationships. With your employees, your customers, your superiors, and your community. Sacrifice the idol of always needing to be right and instead work towards always needing to be loving. Demonstrate grace, compassion, and empathy as a leader.Create and Orchestrate Book Cover

Eight Core Concepts

This list is updated as the blog series continues. Click on any live link to go to that post in the series.

  1. Leadership
  2. Finance
  3. Operations
  4. Growth
  5. Product
  6. Service
  7. Sales
  8. Marketing

*  Whitney, Marcus. Create and Orchestrate: The Path to Claiming Your Creative Power from an Unlikely Entrepreneur (p. 69). Creative Power. Kindle Edition.

Blog Post Cover: A Strong Financial Plan

We’re continuing our series on Marcus Whitney’s book Create and Orchestrate, and his eight core concepts to successfully run your business. In today’s post, we’re examining how to have a strong financial plan.

Financial Planning: An Introduction

It seems self-explanatory that a business needs to have a handle on its finances. Yet most new entrepreneurs don’t understand the importance of finance in their business. In my experience, finance is the aspect of business that most new entrepreneurs are weakest in. Understanding finance is critical to ensuring the sustainability of your business.*

Whitney’s assessment has been true not only of my own entrepreneurial journey but of many of the businesses I have coached and partnered with along the way.

I’ll never forget the first month I “made money” as a coach. Someone had actually written me a check, I was profitable … right?

Not so fast. There were the marketing bills I had to pay, the time spend on social media engagement, the debt collected by getting more education, the operations costs, and other bills to pay. All I had really done was gone slightly less in debt that month.

The next month, more people wrote checks. In the following months, there were a few more. Eventually, I was making more from my part-time hustle than I was from my full-time gig. That was when the profit started to happen.

Whitney highlights six key financial components every entrepreneur needs to be aware of in order to have a strong financial plan. These include:

  1. Revenue
  2. Expense
  3. Profit
  4. Assets
  5. Liability
  6. Capital

If you want to see what Whitney says about each of these, pick up a copy of his book here.

For us, it’s enough to note them and talk about the implications from a coaching perspective.

The Benefits of a Strong Financial Plan

When I first began coaching, I spent my time focusing on leadership health and burnout. Immersing myself in the material and understanding the causes and symptoms, led me to coach my clients through what I call the “health and integrity pyramid.” We examine seven core aspects of everyone’s life and how they need to address pain points and growth opportunities in each of these areas.

The capstone project of the pyramid is financial freedom. This is important because it not only addresses personal and business financial components but to the ultimate goal of purpose-driven entrepreneurs: generosity. Blog Post Cover: A Strong Financial Plan

Leaders, business owners, and entrepreneurs are almost always on a mission. The work they do is to give their life meaning, but to extend that meaning and purpose to others. Leaders who are clear on their calling (the what and why of the work they do) almost always come out with a need to give back.

To be generous.

They want to bless others.

The journey they started on is ultimately not about them, it is about the people they get to help.

And along the way, if you’re focused on your debt, your limited finances, or your inability to get out of the red, you will be limited in the effect you can have on others.

First, we get their personal finances in order.

Then we get their business finances in order.

Finally, we get them to live a life of total generosity.

Total Generosity

Clients can always tell when it’s about the money. I learned this a long time ago. If I subconsciously bring to a relationship the need for a sale to pay my electric bill this month, my clients can pick up on that. Time and time again, I’ve seen this play out, not only in my own life but in those of my clients. When you have more “month than money” you can only do so much good in the world. However, when my finances are in order, I can multiply the effectiveness of my money and the blessing that I am to others.

If I’m focused on my own needs, I cannot serve those around me. It is only by being financially free that I can ultimately leave a legacy of influence and impact.

That’s why we focus on total generosity. This encompasses a strong financial plan that is free of debt, structured for profit, and able to give back freely.

2020 has been difficult for many of us. We’ve seen just how thin our true security is, and how financially stapped we are. If you’re interested in breaking free of your debt and living a life of total generosity, I’d love to help. For a free resource and to discover more about the health and integrity pyramid, you can read this series I posted on LinkedIn.

If you’re ready for coaching, contact me here.

—–

Eight Core Concepts

This list is updated as the blog series continues. Click on any live link to go to that post in the series.

  1. Leadership
  2. Finance
  3. Operations
  4. Growth
  5. Product
  6. Service
  7. Sales
  8. Marketing

*  Whitney, Marcus. Create and Orchestrate: The Path to Claiming Your Creative Power from an Unlikely Entrepreneur (p. 61). Creative Power. Kindle Edition.

Blog Post Cover: Inner Critic and Personal Growth

Inside each of us is the self-destructive internal narrative that repeats phrases like, “I’m such a loser!” when we mess up. Learning to silence the inner critic is one of the key requirements to experience breakthrough success. The best way to do that is through the three c’s for personal growth.

“Failure is not fatal. It is the courage to continue that counts.” – Winston Churchhill

Setting the Stage

Deep down, you know that failure isn’t final. Yet, it is an inevitable part of the struggle in life.

If you’re a parent, you’ve seen this countless times with kids. What would happen if, the first time my child tried to talk a walk, he fell over and I determined that walking must not be for him. I’d pick him up, vow to never let him fail again, and prohibit him from walking. I don’t want him to be a failure after all!

You’d call me crazy and think I’d be a bad parent … and you’d be right. When it comes to children, parents are keenly aware that temporary failure is a part of the learning process. However, parental insecurities also pass on to offspring and soon children internalize that failure is bad, and not acceptable. The first time I heard my oldest child criticize herself as a failure was kindergarten.

Let that sink in. Somehow, I taught my child before her fifth birthday, that failure was to be avoided because it was a bad reflection on her.

Ouch

All of humanity is embedded with the Inner Critic. Success happens, not just by battling the inner critic, but by overcoming it. Once you acknowledge it, you then want to dismantle the power it has in your life. How? Through the three c’s of personal developmentBlog Post Cover: Inner Critic and Personal Growth

Three Sources of Feedback

Competency

The first step in the process is competency. When I first started coaching, I labeled this as an individual’s calling. It was the answer to the question: what on earth am I here for? It’s a deep examination of you life, purpose, skills, abilities, passions, and goals in life. Your calling, as Frederick Buechner so eloquently put is the place where, “your deep gladness and the world’s deep hunger meet.” You were put here for a specific purpose. You will only truly be happy when you are fulfilling that purpose. I’ve worked with entrepreneurs who were looking to start a business, stay at home parents, career professionals in a variety of backgrounds. Each and every one of them had a unique purpose and we structured our time together to help them achieve clarity in their calling. Then, they were called to action.

You are too. Your calling, your greatest competency, is a gift to bless others. That new product or idea, the time with your kids, your neighborhood involvement, it all matters. Your legacy will long outlive you in the thoughts and minds of those around you. The more effectively you engage your calling, the deeper the impact you make on the world, the more significant your legacy will be. By discovering your core competency, your calling, you embrace who you are and fix your mind on completing the deepest parts of your existence.

Compassion

The second part of the process is compassion. More specifically, self-compassion. You beat the inner critic by extending grace on yourself. Several times over the last decade, I’ve posted a simple question online: do you find it harder to extend grace to others when they mess or to yourself when you mess up? While no results are ever 100% clear, and Facebook obviously isn’t a scientific platform, the results are always heavily skewed towards a struggle with ourselves. The problem is that you know your own internal moral compass. When you don’t live up to that, it’s a frustrating and embarrassing failure. When someone we love screws up, it’s a forgivable oversight, when you screw up, it’s a violation of your own personal moral code and honor.

In spite of how hard it is, the journey towards self-compassion is a necessary one. During my master’s program, my wife made me a shirt that said, “Be Tender To Yourself.” It was a reminder that just as I have forgiven others, I must also forgive myself. I spent years in counseling unable to do so. It wrecked my life. While your own journey may not see you in counseling, I’m guessing you also struggle with it.

Here are two ways to begin the journey towards greater self-compassion.

The first part of the problem is to put yourself, more pointedly your mistake, into someone else’s shoes. I’m not saying don’t accept responsibility or blame someone else. The idea is to imagine that someone else committed the error. If Bill had promised you the expense report at 7:00 last night, but got distracted dealing with a sick child’s vomit on the floor, would you refer to him as a lazy, good-for-nothing, idiot? My guess is (my sincere hope is) probably not. Instead, you’d reassure Bill that everything is okay. Extend yourself that same grace. If you’re not bothered by someone else doing it, don’t be offended when you do it.

The second way to engage in self-compassion is through humor. When you screw up, learning to laugh at yourself is a vital and necessary step. Spilled your orange juice? Instead of criticizing yourself for being an idiot, make a comment on how far it got. “Man, this time I was able to get it on the floor, the walls, and the ceiling. I really am talented!” Shifting your perspective, and in the process finding a way to compliment yourself, destroys the power of the inner critic.

Community

The final piece of the puzzle is community. In community, you can discover who you really are. Friends, parents, coworkers, a spouse or life partner, a trusted boss, mentor, and former professor all have insights into what makes you, you.

Seek authentic feedback from others. What are your strengths and weaknesses? How can those who know you best affirm your calling? What does your support network look like? By examining the community you participate in, you can assess that you are on the right path. During coaching, you can also use that time to change or adapt your community. If you try to assemble your feedback team and realize that no one supports you then you need new friends! Having a well-rounded, supportive, diverse community is key to your success, and the only way to make sure you have one is analyze it! Community grounds and surrounds us in the difficult moments of life, giving us the energy and strength to carry on.

This is an excerpt of my upcoming Shift. To receive news and alerts about its upcoming release, subscribe to my newsletter.

To get help through coaching, contact me.

couple hugging

The only way you will reach your full potential is if you intentionally spend time fostering key relationships.

My wife and I have been married for fourteen years. Together, we have four amazing children. We met in college. Separated by a year, I had my eye on her stunning beauty even before she officially enrolled in the school.

You see, she stopped by on an official visit one week as a soon to be music major. She poked her head into the concert band I was a part of to check it out. I remember being captivated by her beauty the moment I laid my eyes on her. I even offered to help chaperone her around the campus for the weekend, but was told by the band director to go, “nowhere near her.”

Before long, she was at the school, I mustered up every ounce of courage I had, and attempted to talk to her. As an extraordinarily shy young person, I’m sure I was incoherent at best and downright possessed sounding at worst. But I had done it! I talked to the woman of my dreams.

From there, a blossoming friendship started, followed by dating, engagement, and marriage. Over the last fourteen years, we both completed our undergraduate degrees. I’ve also added a master’s and doctoral degree, started my own business, moved us from Kansas to California to Colorado and back to California. Every leg of our journey has been full of heartbreak and triumph, setbacks, and victory.

Building For Better

While I could write a book on how amazing she is, and the many ways she has sustained me in our years together, here is what is of most importance now: I truly believe that I couldn’t (or wouldn’t) be half as successful as I am without her by my side. Even as an introverted and fairly well-disciplined individual, I recognize and understand the necessity of vital and life-giving relationships.

It has been her unwavering belief and support in me that has gotten me through the darkest days of my life. It was her tenderness and compassion that got me through the most difficult work experience of my life. Surrounded and attacked by an unhealthy work environment, she got me through it and encouraged to keep pressing on. Feeling the weight of doctoral school and my growing thesis, it was Elise that reminded me what I had been called to do. Overwhelmed by personal failures and stuck in unhealthy mindsets, she encouraged me to change my thinking and alter my end destination in life. At every step of my journey, she has had the strength I lacked to keep me pushing on towards my goals.

Fostering Key Relationships By Sharing The Burden

If you want to go fast, go alone, if you want to go far, go together. This proverb gives us our final key insight into the Shift mindset: we must make this journey with other people. One big key to success is having someone else to share the burdens (and joys) of life with. In fact, research has shown that a lack of human interaction results in, “psychological and physical disintegration, and even death.” Anyone who faced the massive work from home transition during 2020 no doubt felt the reality of that.

During the COVID quarantine of 2020, my wife’s grandmother had to change skilled nursing facilities when one shut down. She was moved over the course of the weekend but then forced to self-isolate for two weeks because of the threat of the virus. When family checks on her two weeks later, this healthy and robust woman was near death.

What happened?

After she was moved in, there was no social interaction. Additionally, the staff couldn’t interact with her outside of handing her food at her door because of the quarantine. In their haste to get her isolated, the facility neglwedding bandsected to hook up her television or hang pictures on the wall. Her furniture was not set up in a conducive manner for her new room, making it difficult for her to use the restroom. She was socially isolated with no physical interaction of any kind for two weeks and found it physically difficult to move about in her own home for basic human needs!

No wonder the end of the two weeks found her near death. We immediately started preparing for the worst. Several family members took time off to be with her, in what we thought were going to be her last days. They set up her phone, television, and artwork. They gave her fresh meals, rearranged her furniture, and took her on walks. In less than a week, she regained her strength, physical abilities, and desire to live. That’s the power of human interaction with other people.

Finding,Building, and Fostering Key Relationships

I’ve recently become a fan of examining ancient cultures. What can they teach us about our modern society and ways to improve or existence? One of those areas of study has been the ancient Spartans. A formidable fighting force, their battles are legendary. These men, from age seven on, trained to do one thing: fight for Sparta. They ate together. Trained together. Went to school together. Slept together. Hunted together. The reason they were so good is that they knew their partners and those beside them in battle so well. It was built into their training.

Similarly, a sister city, that of Athens, developed a similar policy. However, as the Spartans focused on war and battle, the Athenians focused on government and society. In her book on ancient civilizations, Susan Bauer recounts how Athenians ate together frequently. It was not just expected and encouraged, it was demanded. They even had a policy in place that should you decide to eat by yourself before the community meal, you were to be ridiculed.

Ancient peoples knew, whether, through political necessity or societal continuity, that relationship mattered. In our digital world, much of this has been lost. As a society, we are increasingly comfortable in digital interaction. As a result, physical relationships have become an art. In spite of this waining of personal-physical relationships, they are still vital and necessary. Your success will always be limited if you don’t have others in your corner working alongside you. If you’re looking to build or deepen those significant relationships, here are three keys to success.

1.) Affinity. couple hugging

The easiest place to start and build the necessary relationships to sustain success is through affinity. Find like-minded people who are traveling the same journey. This is one reason I hold master-mind groups. These hour-long group coaching sessions pair people of similar professions and experience together for group coaching and accountability. While mine typically revolves around business owners, health professionals, and leadership development specialists, masterminds exist in all fields.

You can also plug into local networking groups. Many times these are less formal, less expensive, and provide another benefit. In addition to networking with like-minded individuals that can encourage and support you, you’re also expanding your network and potential client base. Your new clients are not only those in your particular group but all of their contacts as well.

Friends also fall into this category. Find another friend with an entrepreneurial spirit and hold weekly accountability. The financial investment in these is free, but it’s still a highly motivating factor. Schedule a thirty-minute session with each person getting fifteen minutes to share. In your fifteen, share the following: what your goals were for the week prior, how they went, what your new goals for the week are, and the consequences of not completing them. These consequences could either take many forms. On the grand scale, there could be the realization that if you don’t take action, you never will, and this business idea will die inside of you. At times, you may also need to make the consequences more practical and agree to by your friend’s lunch at the next meeting if you don’t accomplish everything on your list.

2.) Diversity.

Once you have your foot in the door with an affinity relationship, the next level is a diverse one. This is one far too many people miss. We’re so used to seeing like-minded people that we fail to see anyone different than us.

This is detrimental to your personal development. Ironically, after years of researching and writing on burnout, I decided not to write about burnout for my thesis. At least not directly. Instead, some of the job changes I was experiencing at the time caused me to shift my focus to this issue of diversity. I examined how a diverse culture affects community engagement and reception. Whether you want to look at churches, non-profit organizations, or business culture one thing across all spectrums of research is clear: the more diverse the team, the better they perform, the better they provide better user experience, and the final product is better in every way. In short, here is my 180-page thesis: if you want to make a lasting impact seek diversity.

Diversity can have many factors to it. Race, religion, gender, educational background, and socio-economics are only a few. The more diversity you can bring in to your immediate sphere, the better you will be. This happens, because each person is better able to help show you your blind spots. If you assemble a team that looks and thinks just like you, you will potentially end up with a phenomenal product …. for no one but yourself. Instead, diversity allows different participants to share their points of view and create a stronger end product. Intentionally seek out a diverse team and ask them to point out ways for you to grow. You’d be surprised how much they point out, and how quickly you can make those changes.

3.) A Level Above.

The third area for those key relationships is what I call the “leveled up” relationships. These are people who in your eyes have leveled up beyond where you currently are.

Think about it. Do you want to take relationship advice from your uncle who has been divorced four times or from someone who has been happily married for fifty years?

Do you want investment advice from your broke friend who sleeps on their parent’s couch or from a millionaire?

Once you’ve identified areas for personal growth or new habits you want to make, finding those relationships can start with looking for those that have already leveled up in that particular area.

This is an excerpt from my upcoming book SHIFT. To receive a complimentary pre-release copy go here.

Prefer video lecutures? I’ve got you covered there too! SHIFT is available (with additional material) as my Elite Mental Academy. Sign up for my newsletter to receive special pre-release pricing and bonus offers.

Blog Post Cover with text overlay: "What Your Story?"

Over the weekend, my eight-year-old wrote a story. It centers on Kaid and Bob and their experience in a typhoon. Like any good story, it has a beginning, a middle, and an end. There’s conflict, dialogue, character progression, a climax, and resolution. In ten pages, all handwritten and illustrated, he took the reader on a pretty spectacular journey. 

He was so dedicated to it, he spent almost all day Sunday putting the finishing touches on it. After he read it to me, you could see the pride beaming from his face. He felt accomplished. He knew he had done something hard, and seen the positive results from it.

More than that, it was actually a really well-written story. He’s clearly got a good grasp of what makes a story compelling and has started the long process of mastering it ahead of him.

I’m extraordinarily proud of him.

It also reminded of something we often forget ourselves.

What’s Your Story?

You are in the midst of a story.

Blog Post Cover with text overlay: "What Your Story?"

Right here.

Right now.

You are telling the world something about you.

2020 has been hard. Devastating for many. A huge setback at best and the fear of final failure at worse.

But your story isn’t over yet.

You get to author the end.

It can feel daunting. I get it.

I know you feel overwhelmed. Totally understandable.

I know you wonder about your business, your relationships, your family. That’s what great leaders do.

But I also know …. you got this.

Reframing The Possibilities

Recently, I had several conversations with individuals exploring coaching before the end of the year. 

One, a young twenty-something female was worried about her kids. The other, a late-career professional staring at the end of his working career both began the same way: “Justin, 2020 really messed me up.”

One had their whole career in front of them. The other only had a few years left before retirement. Both were worried that 2020 proved to be the end.

It’s helpful in these moments to remember that you own the rights to your story. You are the star. In the main drama that unfolds over your life, you are the lead actor, executive producer, and director. You have an incredible amount of power to dictate where your life goes.

I hope you find that liberating. Far from being over, your story is only just beginning. 2020 is not the end, it is a new beginning.

In my son’s story, the friends were displaced from their homes by a natural disaster. By the end of the book, they were off trying to find a new place to live.

Your story may be similar. Your life, your business, your family, your income, your routine has been displaced. You are working from home where you balance kids, a spouse, work, Zoom, a distanced social life, walking the dog, chores, and some quality downtime. 

That’s why I firmly believe that now is the best time for you to seize this opportunity and do something great.

Do Something Great

So what’s your story going to be?

There are 13 weeks left in 2020.

87 days.

2,100 hours.

126,209 minutes.

7,572,500 seconds.

Each one of those is precious.

Embedded within each is the chance to reclaim your life. You now have the opportunity to seize this moment, do something great, and transform your life.

Your day is over.

This month has just begun.

Your story hasn’t ended.

The plot may have shifted, but greatness is still in front of you.

Rise up, warrior, and seize this day. Reclaim your story. Rewrite your legacy.

Do something great.

 

To celebrate the release of my new book, I’m giving away copies for a limited time. To receive your free copy, plus my free 5 day course on productivity, click this link.