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Article: Today’s Platform Decisions

Development today is different than it was even 10 years ago.  There’s the obvious shift towards JavaScript – for which there has been much wailing and gnashing of teeth.  However, those changes are just the first layer of the onion.  Behind that are the questions of which platform or library you should use to build a solution.  Do you build the solution yourself with a good probability of knowing when you’ll be done or do you look for a shortcut to possibly get a better solution done quicker.  That’s the build vs. buy decision of today.  It’s not about whether we’re buying off the shelf software or whether we’re developing it – but rather how much of it we’re developing.

What Platform Are You Standing On?

When you use the word platform in a development context the quick assumption is that we’re talking about operating systems.  In other words, the assumption is the question of whether the platform is Windows, Linux, Mac OS, iOS, Android, Windows Phone.  However, there’s more to it than that.  If you’re building a solution today there’s more than just base level operating system platform services that you may want.

A platform may come in the form of a prepackaged software solution that is designed to be extended – like Microsoft SharePoint – or it can come in the form of one of the libraries that have been developed to be plugged in and used by developers.  The key question to think about is why you should adopt a platform or a framework – and when doesn’t that make sense.

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God Loves You

Book Review-God Loves You: He Always Has and He Always Will

Back in February I ended my marriage of over 15 years. There were good times in the marriage but there were also times which were an absolute struggle. They were consuming me – pushing me to become better but also making me weary in the process. Through the process of the divorce I was forced to redefine who I am. I had a defining boundary that I wouldn’t get divorced. (See Beyond Boundaries for what a defining boundary is.) Despite the boundary, after five years of fighting, I ran out of strength to continue the fight.

I was angry. I was angry at my ex-wife as you might expect, but I was also angry at God. I was angry because I thought that if I were willing to work on the relationship and pray hard enough that he should make it alright. I wondered what was wrong that God didn’t love me. I thought that there must be a reason why what was happening to me seemed to contradict what the Bible said. It didn’t make sense.

I knew John 3:16 … that God so loved the world that he gave his only begotten son. However, that was an overall statement of love for his people. It wasn’t a statement that he loved me personally. That was what seemed to be the only logical explanation – that there was something wrong and God didn’t love me personally. If he loved me personally then how could I be going through the struggles?

My search for believing that God did love me and there was a greater plan led me to David Jeremiah‘s book God Loves You: He Always Has and He Always Will. Unlike some of my other book reviews which are quite intellectually driven, there weren’t many notes for this book. I already knew that God loved me in an intellectual sense, however, I didn’t believe it emotionally and that’s where the book really helped. Somehow through the pages, between the paragraphs and under the words I found the belief that God really did love me – personally.

One of the things that was woven into the book was that we were made for something better – something better than fear and doubt. We were made to be a light showing love and compassion to the world. One of the things that I didn’t realize when I was reading these words was that God wanted to bless the faithful in their greatest needs. For me, I was to be in a wholly intimate relationship with another person. A relationship that simply wasn’t possible with my ex-wife. I’ve been blessed to have a relationship in my life which is intimate and supportive. It’s a relationship that I’ve never seen modeled and I don’t understand. I trust that it’s a gift from God. So while I’m deeply saddened that it’s something that my ex-wife won’t be able to experience, I’m quite grateful that God saw fit to bless me with it.

One of the other things that I picked up elsewhere but ties in is that God takes everyone he loves through the wilderness – through the desert. Every story in the Bible seems to have someone going through a struggle to get them someplace that was better than where they started. My struggle to honor my commitment and keep my marriage going was a struggle that was my wilderness. It was filled with exploring. Exploring who I was, what I believed and how the world worked.

Jeremiah speaks about what we’re meant to have. We’ve all heard about covetousness. Most of us believe that coveting is simply wanting something that someone else has. However, as Jeremiah points out, it is a much stronger statement than that. Coveting is literally to deprive someone else of their property. Jeremiah describes it as a kind of lust in longing for something that we aren’t meant to have – or aren’t meant to have now. Sometimes when we ask God for something and we don’t get it – it means that we’re not supposed to have it. Consider that even Paul had a thorn in the flesh that God wouldn’t take away. This wasn’t because of the sin of pride – but rather than to keep him from becoming proud.

Jeremiah also speaks of the fact that God, like a good parent, is willing to administer discipline to teach a child. The willingness to administer pain to prevent a greater harm is the mark of true love. He speaks about the fact that God loves because that is his essence. I can’t quite put into words how reading a book about something I already “knew” allowed me to feel more at peace with it – but it did.

spark

Trust => Vulnerability => Intimacy

Recently I was having a conversation where we were trying to identify important topics for a program. During that conversation the words trust, vulnerability, and intimacy were all thrown in as potential options for keywords to cover together– and while they’re all valid options individually, I instantly saw them immediately as a flow. To me, trust yields (or can yield) vulnerability and vulnerability yields (or can yield) intimacy. I should get it out of the way that I am not using intimacy as a euphemism for sex. I mean the kind of connection that two people can have when there are no barriers between them – emotionally, intellectually, and spiritually.

Here I want to explore how once you trust someone you’ll feel safe enough to become vulnerable. Once you’ve become vulnerable, you’ve removed the barriers that prevent intimacy. Of course, some folks aren’t focused on intimacy as the goal – however, I find nothing as exhilarating as much as being able to truly know another human being. There’s plenty of research (some of which I’ll reference below) that being connected – truly connected – with other humans improves your life and your life expectancy and that all starts with trust.

Trust

I’ve written about trust before. I have done three book reviews on trust: Trust & Betrayal in the Workplace, Building Trust: In Business, Politics, Relationships and Life, and Trust Me: Four Steps to Authenticity and Charisma. I followed these up sometime later with a post titled “Building Trust: Make, Renegotiate, Meet” which talked about how to build trust. However, I haven’t really talked directly about the relationship between trust and vulnerability. It starts with what trust is. Trust is about “reliance on the integrity, strength, ability, surety, etc., of a person or thing.” (Dictionary.com) In other words, trust is a belief.

As I mentioned in the review for Building Trust, there are three kinds of trust: Basic (implied), Blind (disconnected from reality), and Authentic (measured). The kind of trust that I’m talking about here is authentic trust. That is trust that acknowledges the realities of the situation and provides grace to allow people to be less than perfect. It’s about knowing what you should and should not trust in other people. Though that sounds odd in the context of building safety, vulnerability, and intimacy; knowing that no one is perfect allows you to accept who they are. I don’t trust my baby sitter to do my taxes or my accountant to watch my child. Trust doesn’t need to be limitless to be valuable to you.

In Trust and Betrayal in the Workplace, we learned that there are three kinds of trust – but from a different dimension. There is contractual (based on expectations), communications (based on authentic communications), and competence (skills and talents). In other words, we can trust that someone CAN do something (competence), WILL do something (contractual) or will LET US KNOW if they can’t (communications).

Strangely, trust isn’t an indication of whether a person or thing is trustworthy. Whether someone is ultimately worthy of trust isn’t the point. Trust is a gift. Trust is a leap that you make towards opening up to another person. That is leaving yourself somewhat vulnerable – hopefully in an appropriate and measured way.

One unfortunate understanding that is essential to understanding trust is that invariably your trust of someone will be violated – betrayal is a natural part of trust. The betrayal may be accidental in nature – a slip up. It may also be a difference of opinion about the nature of the trust relationship. In other words someone might not realize that you had told them something in confidence and share it with someone else. The benefits of trust are worth the occasional betrayal. A betrayal is ultimately a disappointment. In your trust, you expected someone to behave in a certain way, and they behaved in a different way. Betrayal may seem to be a strong word, and it is somewhat. However, the natural emotion when someone violates your trust will be betrayal. It will take some processing to get past this and move towards acceptance.

On the one hand, someone breaking your trust – some sort of betrayal – is normal. However, on the other hand if your trust is broken intentionally or in an egregious way, you may need to reevaluate who you trust or refine your understanding of how to determine whether someone is trustworthy to you.

Vulnerability

In my review of Emotional Intelligence, I mentioned the truism that in order to be vulnerable you must feel safe. I touched the topic again in my review of How Children Succeed. Vulnerability is a tricky topic because we associate vulnerability with an outside force. That is we look as if our ability to be vulnerable isn’t under our control, however, much our vulnerability – particularly emotionally – is under our control or partial control.

Considering vulnerability from a non-emotional perspective to start, a common scenario for review is someone being mugged. The question is often posed “Did I have a choice to be vulnerable or not?” Ultimately, in the moment you didn’t have control, you needed to succumb to greater force or the risk of harm. However, while you don’t have complete control, you do have influence. The starting point is you can determine whether you’re in a high-crime neighborhood or not. Being in a “good” neighborhood doesn’t prevent muggings but it makes them less likely. Managing which environments you put yourself in is a very long-range view of the influence you have towards your physical vulnerability.

A more short-term view is your awareness of your surroundings. Are you watching for the person who isn’t acting like others? Are you actively looking for someone in the shadows, or someone who seems to be loitering, waiting, and watching. Again, just because someone is loitering, doesn’t make them a mugger, however, being aware of those people who might be threats creates an opportunity to react before there is a problem. Being mindful about your surroundings is one way that you can safely reduce your vulnerability even in situations which may be prone to muggings. Failing to be mindful of your surroundings doesn’t make it your fault that you were mugged – however, it makes it more likely.

At an emotional level, you have control of what you personally disclose to others. There are some emotional circumstances that you don’t control – such as someone being told or discovering a previous misdeed. However, for the most part you get to choose what to disclose and what to hide from others. You can control your emotional vulnerability. You have the choice to be emotionally vulnerable – or emotionally invulnerable. Given those two choices it would seem that the right answer should be emotionally invulnerable but not so quick, the research doesn’t support this point of view.

Some people feel safe because they put up walls and borders which they let no one through. That sounds good, until you reflect upon research including a study reported in Science where isolation alone “is as significant to mortality rates as smoking, high blood pressure, high cholesterol, obesity, and lack of physical exercise.” Ouch. So maybe the right answer isn’t complete safety. Social isolation has been shown in study after study to increase mortality rates. So being completely safe – walled off and out of contact with other human beings may actually be less safe than interacting with other humans – even with the occasional disappointment. (See Social Relationships and Mortality Risk: A Meta-analytic Review.)

The idea that you have to experience problems shows up again and again. In The Me I Want to Be, Ortberg talks about Dr. Marian Diamond’s research at UC Berkeley and how our brains need challenges. How Children Succeed while warning about too many Adverse Childhood Experiences (ACE) equally encourages the kind of challenges that encourage the development of “grit” – or perseverance. While at first glance the idea that we need challenges for our brains to be healthy and we need challenges to develop a persistence in us, may not seem like it is an encouragement to be vulnerable – I believe they’re connected. There’s a certain sense of the lack of uncertainty in a framework of expected outcomes that causes us to grow.

The subtitle of the classic Boundaries book by Cloud and Townsend is “When to Say Yes, and How to Say No.” In other words even a book dedicated to a discussion of boundaries there is a discussion of when to let people in. Consider that walls are a good analogy for boundaries. Walls and even walls – like the Great Wall of China – need gates. You have to be able to know when you should keep people outside and when you need to allow people in. Learning whether to allow someone in or to keep them outside isn’t as easy as looking at the uniform they’re wearing. However, it is a process that you can learn how to manage – particularly over time. By taking small risks with people you can observe their behaviors and decide to trust them and become more vulnerable on larger things.

Beyond Boundaries, a follow up to the Boundaries book, discusses two different kinds of boundaries. They are protective boundaries and defining boundaries. Protective boundaries are temporary barricades to prevent people from entering into places which are still hurt and are recovering, much like temporary barricades that prevent people from walking in newly planted grass or keep people from parts of the highway which are under reconstruction. Protective boundaries are designed to be temporary in nature. At some point they should be removed.

Defining boundaries are different. Defining boundaries are permanent and changing them requires that you change who you are. Consider the idea that you were forced to steal bread to feed your family. If you had a defining boundary – one for yourself – that is that you won’t steal, if you choose to steal the bread – you’ll change your defining boundary. Others see our defining boundaries as who we are. That’s why people on the news say “I would have never believed he could have done such a thing.” They inferred a defining boundary on someone they knew.

One of the strange realizations about this is that boundaries aren’t for other people – boundaries are for you. They allow you to define what you will and will not accept. Vulnerability is not defending those boundaries. For instance, let’s say that you have a defining boundary that you don’t eat meat. You don’t eat meat – but a friend slips some hamburger into some supposedly vegetarian chili. This is a violation of trust – a betrayal. You can decide whether it was intentional or unintentional and whether it is important or unimportant. You trusted your friend to honor your defining boundary and they didn’t. Your trust allowed you to be vulnerable. You didn’t provide your own food. You didn’t extensively question your friend. You didn’t take the food to a lab for analysis. You were vulnerable to the possibility that you might ingest some amount of meat.

Your boundary of not eating meat isn’t for other people to prevent them from introducing meat in the foods you eat. This is an internal defining boundary that you’ve made others aware of. They can see this as a part of your identity. Having eaten meat doesn’t change who you are. The decision to change your boundary to allow yourself to eat meat would change your defining boundary – and how others see you.

From my perspective, a boundary that you do defend, one that you have to protect yourself on is a barrier. Protective boundaries can be barriers. If you are with safe people, a protective boundary need not be a barrier – but often it is.

Emotional vulnerability awareness is like the physical vulnerability expressed above. There’s a longitudinal view. You can look at the history of what they’ve done in their past relationships. Do they have long-time friends? When someone wronged them did they cut them off? Have they done wrong to others – and not made amends? By reviewing this you get a sense for their longitudinal trustworthiness – and therefore a sense for how much you may want to trust them and be vulnerable to them. On this front no one is completely “clean,” we’ve all made mistakes when it comes to relationships – just as there’s no such thing as a completely safe neighborhood.

Coming back to the short term view of vulnerability, if you’ve trusted someone with something relatively small and they’ve honored it, then perhaps you can trust them with larger things. One of the challenges here is that sometimes authentic trust is accidentally swapped with blind trust. The pain of being betrayed makes us stop being aware of the circumstances and realizing what’s going on around us. Many spouses have “discovered” infidelity that they could have easily seen before had they simply been willing to stay aware of what is happening. I don’t want to suggest that infidelity is the other spouse’s fault (it’s not) or that it could have been prevented. I’m only suggesting that as we’re looking at how much to trust and be vulnerable with someone else, it’s important to stay aware of our “surroundings.”

In my review of Trust Me, I talked about the concept of space and how you only let people you really trust into within 18″ of you, your intimate space. We’ve got a set of borders that we let people through. The invisible walls express themselves in physical space in terms of how close we let people get to us, but they also express themselves emotionally as we create different levels of distance that people can get to us. The safest spot is to feel totally vulnerable. Paradoxically you develop the greatest intimacy through the greatest feeling of safety, through trust at the moment of greatest vulnerability.

The book Boundaries says that sharing feelings is a kind of vulnerability that is the beginning of intimacy and caring.

Intimacy

Before we get to intimacy – and how it’s so amazing and critical – we need to move back to trust for a moment. We have to realize that trust is reflexive. That is that the more we trust someone else the more that they will trust us. This is an essential part of being able to be intimate with another person. If you can’t trust the other person – if you can’t be vulnerable – then you’ll find that you won’t be able to be intimate.

But what is intimacy? Many of the dictionary definitions for intimacy focus around closeness. Simplifying the definition, intimacy is about a level of closeness where there are few (or no) barriers between you and the other person. You can discuss anything without being harmed by the interaction. That isn’t to say that there won’t be the occasional disagreement, difference of opinion or hurt because we’re all human. It is, however, to say that intimacy is a courage to fully experience things with another human being. It’s the trust of being vulnerable with someone because you know that they have your best interests at heart.

It’s important that above I said that there are no barriers between you and the other person. I didn’t use the word boundaries (as has been used above.) Instead I used the word barriers. A barrier is a defended boundary. A place where vulnerability doesn’t exist. It’s a place where you don’t trust the other person to observe the boundary that you’ve communicated. Because you don’t expect the other person will observe the boundary, you put things in place to mitigate – or prevent – a boundary violation.

Getting back to trust – you have to trust that someone won’t violate a boundary that you’ve communicated. You have to leave yourself vulnerable along that boundary so that it doesn’t turn into a barrier – something that comes between you and the other person. The more that you share your reality – all of your reality – with the other person the more that you can be truly intimate with them. Barriers (defended boundaries) separate you from other people.

It’s important to point out that there’s a subtlety here between eliminating barriers and maintaining boundaries. It seems like you should not have any boundaries between you and your most intimate relationships – however, to do so would deny your individual identity. The beauty of a healthy intimate relationship is the ability to see each person as an individual and to see both of the individuals together as a couple at the same time.

A challenge for intimacy is the tendency for folks to retreat into themselves and to become selfish. The response becomes, “Why should I take care of their needs and concerns because they’re not taking care of mine?” Even written you can hear the hurt, scared, two year old who’s crying out to be cared for. Gary Chapman in The 5 Love Languages makes a point about each of us experiencing and communicating love differently. Love in this context is our way of caring for one another, for making sure that our needs for intimacy are met. How Children Succeed speaks of how rats with additional grooming from their mothers tended to be healthier in nearly every way when compared to rats who received lower grooming from their mothers.

The Dalai Lama and Daniel Goleman (He wrote Emotional Intelligence) sat down in a discussion which led to the book titled Destructive Emotions. In the discussion they talk about whether humans are fundamentally compassionate and only pushed to selfishness out of need – or whether we are rational egoists – that is we realize that looking out for others is good for our own survival. Whether you subscribe to a view that we start out being compassionate towards others – or that we end up there – the point is the same we must have a deep connection with the experience of others.

Intimacy isn’t a one dimensional problem. It’s not like you can be completely intimate with only one individual in all things. Intimacy is faceted like trust. You may be completely physically intimate with your spouse and only partially cognitively intimate with them. In How to Be an Adult in Relationships Dan Richo suggests that we should get no more than 25% of our nurturance from one person. A need to be intimate is similarly spread across not one person but a few. The Wikipedia article on intimate relationships defines four kinds of intimacy: physical, emotional, cognitive, and experiential.

Physical intimacy includes both intimate touch and sex. Physical intimacy is generally expected to be isolated to a single other person. Emotional intimacy is sharing our most vulnerable feelings and fears with someone else. Emotionally we might be intimate with a few close friends. Intellectual intimacy is sharing a similar view of the world. We might be intellectually intimate with a broader group. Intellectual intimacy can be shared in a medium sized meeting with colleagues. In that way intellectual intimacy can be a more one-to-many type of intimacy than physical and emotional intimacy are.

The last type of intimacy – experiential intimacy — is more about a feeling of connection and safety due to shared experiences. In fact, I’d go so far as to say that it’s a false intimacy. There are plenty of families where there are many shared experiences and yet very little intimacy. However, experiences do influence how we are intimate with others.

In opening this post I spoke about emotional, intellectual, and spiritual intimacy. (Carefully sidestepping the physical intimacy issue.) The addition here compared to the Wikipedia article is the introduction of a spiritual component. Most people have a special place for their “god” – even in intimate emotional relationships, the topic of religion is often guarded – or off limits. So I believe that whatever your faith is, that sharing that faith with another human being is an incredibly vulnerable and intimate moment.

Ultimately creating intimacy is about sharing your reality. As I mentioned in my review of Compelled to Control, reality is at the heart of intimacy. To be truly known we have to have a common sense of reality. Sharing our reality is that vulnerability that we’ll be rejected or ridiculed. It takes courage and bravery to expose ourselves to that vulnerability. However, without this vulnerability, intimacy will be blocked.

I talked about some of the reasons for problems with intimacy – some of which are caused by poor experiences — in my reviews for Bonds that Make Us Free, Leadership and Self-Deception, and Anatomy of Peace. This trio of books speak of “boxes” that people get in that distorts their reality – a reality distortion that makes the world about themselves, instead of being with others. Dr. Wayne Dyer might called these Erroneous Zones. They are places where your way of relating to the world are in error. Sometimes experiences create a set of learned behaviors which are bad. For instance, perhaps your father was an alcoholic and so you learned that anger signaled danger. As a result you became a peacemaker – someone who keeps the peace at all costs to prevent anger and the fear you felt as a child.

The idea that you’re trying to avoid a hurt that you experienced as a child that you couldn’t defend against is common. Beyond Boundaries calls it a “soul hole.” We can’t close the gaps on those holes except through getting the experiences we missed as a child during our adulthood. We do, however, tend to avoid the very experiences that can help us fill those holes. We can’t trust enough to become vulnerable, to let others see this hole in our soul. Nor can we become intimate enough with someone else to allow these holes to be filled by someone else. This is what positive intimacy is about – it’s about filling in the soul holes from our past and becoming more of us.

John Ortberg says in The Me I Want to Be that “I can only be loved to the extent that I am known.” So if you want to be loved you should – go be known by sharing your trust, your vulnerability, and intimacy with someone who deserves it. In short, go be loved.

The New Edge in Knowledge

Book Review-The New Edge in Knowledge: How Knowledge Management Is Changing the Way We Do Business

Knowledge management isn’t new. With more than two decades of history there have been knowledge management programs running with varying levels of success – and failure. The New Edge in Knowledge: How Knowledge Management Is Changing the Way We Do Business aims to distill some of the best practices in knowledge management. The authors have years of experience in the knowledge management space and dozens of stories to share. There are encouraging stories and useful frameworks for ensuring that your knowledge management project is successful – and a few surprises.

Capture or Connect

Knowledge management is in part about capturing the information that is inside people’s heads and getting it converted into explicit information that can be shared with others. It makes sense that an organization would want to capture the knowledge that was built at so much cost. However, the problem exists in the fact that so much knowledge is contextual – and invisible – that it’s hard to convert the tacit knowledge into the explicit knowledge that drives the capture process.

Tacit knowledge is something that you know – but cannot express. The pioneer in this space is Michael Polanyi. He said that “…we know more than we can tell.” Ikujiro Nonaka later expressed a slightly different view that “tacit knowledge is unarticulated knowledge waiting transfer.” If Nonaka is right we should be able to capture every bit of knowledge out of someone – given enough time and resources. However, as Gary Klein discovered with his study of firefighters and discussed in his book Sources of Power, people are rarely aware of exactly how much they know. Fire commanders knew things “weren’t right” well before they could articulate what it was that was wrong.

The fire commanders’ knowledge was built on experience. Years and years of experience. Fire after fire. They had learned what to expect from fire. They learned what should happen – and what shouldn’t. They learned how to identify small differences in the ways that the fires looked that would be missed by others. Their knowledge was based on their experience. It wasn’t something they ever had – or even could – articulate.

Even if we could share all the knowledge that we have as Nonaka proposes, we don’t have time to do it. The process of codifying the knowledge that we have may take longer than the initial learning took. Check out some statistics about creating training programs. If it takes 750 hours to create a one hour simulation – how much time will it take to dump every bit of experiential knowledge out of someone and deliver it in a format that others can consume? It’s great that when you’re done the student will have a neatly packaged simulation that will help them understand something in an hour that may have taken a dozen hours to understand interspersed in a few hundred hours of non-learning.

On the other hand, if we’re able to connect people together they can optimize the answers for the learner through interaction – without necessarily being able to articulate precisely what the knowledge is. After all, we want the results that knowledge gives us – lower risk and better results – we don’t actually want the knowledge itself in most cases. If we can get the results without the knowledge – do we really need to cram more knowledge into everyone’s head? (Another case of ends and means was discussed in my review of Who Am I?) So the answer may be to connect people with the people who know – or are likely to know – what is needed.

Consider the hype and drive behind social technologies. They’re all about creating connections to others who may have the knowledge that we need. Knowledge management is about creating the connections between the people that have knowledge and those that need it. A long time ago (2006) Lawrence Liu was working for Microsoft in the SharePoint product team as a caretaker for the SharePoint MVPs. During that time I was telling him that I didn’t understand social. I didn’t understand what all the fuss was about. I had set out to read what he suggested to help me better understand. You can see the result of part of that in reviews for Wikinomics, Groundswell, The Wisdom of Crowds, The Long Tail, and Linked. Eventually he said something very profound to me – “You don’t get it because you already do it.” After the obligatory head tilt like a confused dog, he explained that I already sought people out who I believed might be helpful to me. I didn’t need social tools because I was already socializing. I did eventually find a way to use social tools – to help my son find someone who had been to the North Pole for a school project – so I guess I did finally see the value.

I can tell you that there are things in SharePoint that I don’t bother to learn or remember because I know that there are other folks that know that part of SharePoint better than I ever will – and there are dozens more where I know some about a topic but recognize that there are others I can turn to when I get out of my comfort zone.

When I take a step back and look at the difficulty to articulate knowledge – and the power and richness of connecting to someone else, to an expert who can help me understand the problem differently – connecting wins every time.

The Cost of Knowledge

Much has been made of the fact that the loss of knowledge is a huge expense for organizations. Certainly this is true – however, finding information on how much money is lost as a result of the failure to transfer knowledge is hard to come by. And in some cases, it may not be possible to calculate the value of the lost knowledge. In 1997 when John Richter retired he had built and tested 42 nuclear warheads – China’s entire team had only built and tested 45. When all of the NASA scientists who put people on the moon have retired, how much will that cost us?

The IDC in 2005 shared that 24% of an employee’s time was spent searching for or analyzing information. How much is the payroll for the typical organization’s information (knowledge) workers? It’s a non-trivial slice of the pie that can be optimized – if we have the right knowledge and we can make it more findable.

Other studies place different values on how much of an information worker’s time are spent searching for information, however, every study seems keenly aware that a significant amount of our day is spent trying to find the information we need to do our jobs. Information is the underpinning of our knowledge. It’s the raw material we use to create knowledge – so if we’re spending time trying to find information we’re spending time trying to achieve knowledge. No matter how you slice the cake, knowledge is expensive.

Validating Knowledge

One of the things not covered in the book is the need to validate knowledge. In the technical book publishing world, this is the job of a technical editor. The technical editor is responsible for saying that the author’s steps and concepts are correct. I’ve got a listing of 73 of the books where I played the role of the development or technical editor. (My recordkeeping isn’t perfect, there are probably another few dozen or so where I served but didn’t keep records of it.) In research, instead of technical publishing, validating knowledge involves having others independently verify the findings.

In the course of my career I had the opportunity to bump into the idea of validating that training manuals have the requisite knowledge that will be tested on a certification exam. The idea is that the certification vendor would certify that the books would deliver the necessary information you need to know to pass the test. The difficulty was in figuring out whether the books really did cover all the requisite material. The certification exam vendor wouldn’t give the entire question pool over so that we could verify that the answer to every question was in the book. We had to review the book to determine whether it met the criteria or not based on the published set of skills to be tested.

Adding to the fun was that no one really wanted to pay for a 100% review of the book anyway. They wanted an outline review and a sampling of the topics to determine whether the book met the criteria or not. The problem is that knowledge – unlike a production line – doesn’t follow statistical process control. Someone can be absolutely perfect in their knowledge of hard drives and be completely wrong about networking. I found this on more than one occasion as I was reviewing books.

Our knowledge is simply Swiss cheese. We don’t know what we do and don’t know. Marcia Bates believes that we learn 80% of what we know based on being present. I happen to know that Ireland is called the Emerald Isle – though I cannot remember ever learning that fact.

Knowledge and Education

Sometimes, no matter how much we want to connect two people to share knowledge, we need to accept that this simply isn’t scalable. We need to codify and make explicit the knowledge that we have so that we can communicate it more broadly. Here we end up at the doorstep of Gerber who wrote The E-Myth Revisited. Gerber’s fundamental premise is that you should systematize everything. You should create procedures and education for every part of the process so that the people that you put into the process don’t matter. (This reminds me about Fred Brook’s classic work The Mythical Man-Month which talks about the fact that you can’t just trade one developer for another.) If you can make all knowledge explicit then you can make the responses consistent. You can make a contract with the consumer about how things are going to be.

That’s great. There are certainly well celebrated examples of this type of an approach. McDonald’s is the most common example of the franchise system which is built on the idea that you create a repeatable system – a franchise system – that anyone can operate successfully because of the consistency of the underlying processes. The franchise system describes every aspect of how to make the restaurant or other organization work. There are systems for everything – the knowledge of the original creator has been codified into a set of systems that are designed to generate the specific desired outcome – irrespective of the skill of the operator.

The problem with this approach is the inescapable de-skilling of the workforce. In removing thinking from the day-to-day operation we’ve removed the critical thinking skills that we need to handle the unexpected, the extraordinary, and the change in the environment which is inevitable. So communicating the system, the rules, and the procedures isn’t enough. Ultimately it will lead to de-skilling our workforce.

We need to educate people – but we need to educate them on the mental models that create the right output – not the rote question “Would you like fries with that?”

The Apprentice, the Journeyman, and the Master

As I’ve talked about before, the trades – and medicine – have it right. There’s a natural progression in which the apprentice does small repeatable tasks where they can build key skills. Journeymen work with slightly more complex skills and follow rules to assemble the smaller pieces into bigger pieces while supervising the apprentices. Masters support the journeymen and apprentices and may work on more complex pieces, but fundamentally they’re operating differently. They’re not operating by the rules. They’re operating at the deeper level. They’re operating on the principles that underlie the rules.

In the trades model, each piece leads into the next. The challenges are dealt in ever increasing complexity to keep the person in flow (See Finding Flow) and thereby operating at peak efficiency. It also creates a model of escalating knowledge that integrates feedback (both positive and negative) in a way that continually reinforces and refines the outcome.

Humor and Fun

There are plenty of discussions about bringing in fun to learning through gamification today. Gamification is the making of work into games so that it’s more enjoyable to learn. This isn’t an odd concept, we know that adult learners need different factors than children to be able to learn. (See The Adult Learner.) We know that we’re more apt to continue doing things that we enjoy. Sometimes that’s being in flow and being appropriately challenged. However, other times it’s tapping into our other drives. (See Drive)

People or Technology

Having spent most of my professional career in technical roles, one would think that I’d rather see investments in technology rather than people when it comes to building a knowledge management system. However, somewhere along the way, I’ve discovered that the technology is all noise. Sure, some vendor has a feature which the other doesn’t. Some product makes it easier to do X than competitor Y can do. However, ultimately, the key problem isn’t a technology problem. The key problem is almost always a personnel problem.

The big problems more often not problems of the technology, but rather are problems of aligning people, building emotional intelligence and emotional awareness, and getting folks to work together. Authors O’Dell and Hubert are quite explicit about the fact that you need both people and technology to reach the end goal, but that the more challenging part is getting the people to work together.

Knowledge Triage

If articulating knowledge is hard, and creating training takes a large amount of time, how do you begin to determine which knowledge must be preserved, and which knowledge is interesting to preserve? Knowledge is expensive to generate; does all information deserve to be protected the same way? Isn’t some knowledge more critical to the organization than other information? How do you determine which is which?

Even on a personal level, how do you decide what to keep and what to get rid of? One of the key suggestions I offered for my friend who happens to be a packrat is to set a level of acceptable risk. For him, I suggested that while he was deciding what to keep he should keep anything that he had a clear and present need for – honestly that wasn’t much. Then for those things which were being kept because they “might” be useful, evaluate how much it would cost to replace the item if he threw it out and had to replace it – compared to the storage it was taking. Generally speaking, if it could be replaced for less than $50 he should throw it out. The result was that he was able to clear out about half of his garage – and I’m only aware of one thing that he disposed of (costing around $20) that he later needed to repurchase. That’s a pretty good deal.

Knowledge triage in an organization follows the same rules. What can you not afford to lose? What, if you lost it, would mean the end of the business or such a substantial impact that you might not be able to recover? Once you have that knowledge covered it’s time to look for the knowledge that’s expensive to replace and easy to capture. You work your way down the list of different kinds of knowledge from the highest create vs. retain ratio, until you’re out of money.

It seems too simple. However, Switch encouraged us to realize that the size of the solution isn’t necessarily proportional to the size of the problem. Knowing what knowledge is important to keep and what isn’t doesn’t require a complex formula. It just requires a calibrated estimate that we learned about in How to Measure Anything.

Change Management and Organizational Change

Organizations resist change. While individual people may or may not be good with change, the structure of an organization doesn’t want to bend and create new positions of power and influence. One of the biggest challenges for a leader is to get the organization to change – to bend and shift amongst the swirl of forces that confront businesses. Ideally, those changes are focused around the leader’s clear vision. However, making that vision a reality is pretty challenging work.

John Kotter spoke of his 8-step model in both Leading Change and The Heart of Change. Dan and Chip Heath spoke about change in Switch. It’s not an easy thing. The power of the way we’ve always done things has a huge center of gravity and it tends to draw change initiatives in and to wear them down with friction. It’s likely that your organization needs to change in order to be able to better manage its knowledge. Whether or not you can get that change accomplished is the question.

An often cited problem when implementing any kind of change is culture. That’s just not the way things are done” around here. However, a culture is really the sum total of everything the organization does. If you get something done then you’ve changed the culture. Don’t let culture be an excuse for not being able to be successful in your project.

Good and Done or Perfect and Not

In The Paradox of Choice we met maximizers and satisficers. Maximizers were effectively perfectionists expecting that everything just had to be perfect. However, in addition to the psychological impacts of this approach, maximizers just don’t get anything done. Whatever they do get done they tear down and start over on. They simply can’t make forward progress.

There’s a natural desire to get the knowledge management approach “right” before getting started. However, “right” is just another way of saying perfect – and the strategy can’t be perfect – for long. Changes in the organization’s needs, personnel make up, etc., are all factors that will change what is right for a knowledge management strategy. (This reminds me of how waterfall-based software development models simply can’t cope with the degree to which requirements change during the course of the project.)

If you’re stuck trying to find the right place to start on your knowledge management journey, start with what seems right today and adapt.

Momentum and Small Wins

While the book warns about underfunding knowledge management and speaks about “random acts of improvement” caused by starving the knowledge management initiative, there’s something to be said for being focused and starting small to get the knowledge management ball rolling. Sometimes the best way to “wet the appetite” for knowledge management is to find some small wins that you can get done. Once you get you get a few wins under your belt you can leverage what John Maxwell calls “The Big Mo” – Momentum. Jim Collins speaks of how momentum can add up over time like turning a big flywheel in Good to Great.

You can’t do everything all at once but you can do everything you set out to do if you’re willing to get some small wins under your belt and move on to the next. Pick a small department and their trivially simple knowledge need – like keeping manuals for machinery used in the organization and solve that. Then go solve something else like capturing contracts and keep finding the small wins until someone takes notice.

The Great Lubricator: Trust

In any physical system we fight against friction slowing down the system and converting precious physical energy (momentum) into heat. We lubricate with oil to minimize the impact of the friction and keep things moving. In knowledge management – and any kind of relationships – the friction is the friction of two (or more) people. People are necessarily designed differently with different genetics, experiences, and preferences. Because people are different there are bound to be rough edges that when people come in contact they rub each other wrong.

So what’s the lubricant that allows people to work together with less friction? The lubricant is trust. I’ve spoken about trust numerous times in my reviews of : Trust & Betrayal in the Workplace, Building Trust: In Business, Politics, Relationships and Life, and Trust Me: Four Steps to Authenticity and Charisma. I followed these up sometime later with a post titled “Building Trust: Make, Renegotiate, Meet” which talked about how to build trust. I have spent a fair amount of time learning how to identify trust components and how to recognize it when it appears.

If you look around you’ll find team building exercises abound. More often than not you’ll find that those team building exercises are designed specifically to engender trust in the team. Whether it’s the trust of having a shared – an often mildly embarrassing – experience or a specific trust episode where your safety is dependent upon others. You can generate an effective knowledge management program inside an organization with low trust – but it’s certainly much more difficult than generating it in an organization where trust is an integral part of the organization. So do the team building exercises — if for no other reason than it will help your knowledge management initiatives work easier.

Wrap Up

Knowledge management is something we’d all like to see better working in our organizations – maybe the first step is reading The New Edge in Knowledge: How Knowledge Management Is Changing the Way We Do Business. You’ll get a great perspective on how you can integrate knowledge management in your organization.

Rusty Shane Bogue

I and others have posted on FaceBook the news that my brother Rusty Shane Bogue was killed in a tragic airplane accident on Tuesday, August 27, 2013. There have been numerous news stories about the accident some of which are very accurate and some which are not. I want to briefly acknowledge the events that happened – as we know them – and then move on to the man Rusty was and the legacy that he left behind.

On Tuesday I got a text from my brother Casey to call him that it was an emergency. When I called him he told me that Rusty had been in an airplane accident. I packed my things for an overnight visit, grabbed the computers, and headed down to Paris, IL where Rusty lived. It’s a two hour drive to Paris from my house and having heard no further updates and no redirection to the hospital I knew that Rusty had been killed by the time that I had arrived.

Rusty had taken off on a clear day from his home airport in an aircraft that he knew better than any man. It was one of the several Cessna 421 with Riley “Rocket” modifications that Rusty loved so much. He had topped off the fuel tanks to make sure that he had every bit of fuel he might need. The takeoff was in this way as normal as getting up in the morning for him. However, we know now that at some point Rusty feathered the left propeller. That’s an indication that the left engine had failed to produce power. Based on what we know now he attempted to get the aircraft off the ground with only the right engine and ultimately was unsuccessful as he struck trees two fields away from the departure end of the runway.

It will be a year or so before the FAA and NTSB have completed their investigations and have a ruling on the causes of the accident.

So that’s the high-level story of how his life came to an end. However, there’s so much more to his life than the ending. Despite having only 33 years of life he made the most of it. He made friends, developed respected colleagues, and made an impact on the community that won’t be forgotten. WCIA Channel 3 in Champaign reported about his life in their story “Area Pilot Remembered Fondly”

Before I share a few memories and thoughts, I want to say that the observation from the visitation was overwhelming. The family made a decision to have the visitation and funeral in a church to ensure there was sufficient space. Despite this, the response was still overwhelming. The visitation was planned for four hours and ended up going over six hours and had people waiting for over two hours in line just to get a few moments to offer their condolences to the family. We heard of numerous people who weren’t able to stay in line – and many more who wanted to offer relief to the family more than they wanted to offer their condolences on that day. At some point in the near future we’ll count up the number of people who came, however, the estimate is as high as 2,000.

Consider that the community of Paris, IL is only 9,077 people as of the 2000 census – and you realize what an impact Rusty had on his community.

Prior to his death, Rusty and his wife Ann have been embroiled in a fight at the airport from which he did pilot training, pilot services (commercial/charter flight), crop dusting, and maintenance services. I won’t taint this tribute to Rusty by surfacing the hateful and illegal things that were said. You can search the Edgar County Watchdogs site for airport to see much of that protracted battle that stole some of the light from his world during the final 10 months of his life.

That’s the most amazing thing about my brother – the light that he brought to those around him. He shared so much love and so much passion. Certainly his love for flying is transparent. If it flew Rusty knew about it. He was a walking encyclopedia of airplane knowledge. He understood every aspect of flying from power plants to lift generation to parasitic drag and thousands of things that I’ll never understand. Yet if he was just the great pilot and aircraft mechanic we’re still missing so much of who he was.

The truly amazing stories that came to life at the visitation was how Rusty loved to share his passion with others. Student pilots and pilots who had completed their training with Rusty showed up – as did airline captains who had the opportunity to work with Rusty while he was training. He simply loved learning and teaching. He ignited a passion for flying into others.

Still we’re looking at such a small sliver of the man he was. Others shared what I already knew – Rusty was always ready to lend a hand when he could. It didn’t matter if it was person with a flat tire or if it was someone who wanted to be able to be in a General Lee Charger. Story after story came to life of how Rusty gave what he had in terms of time, shared what he had in terms of resources and toys to help make lives brighter.

And that’s what the public got to see. A man who was dedicated to leaving the world a better place when he was done than when he began. I got to see more. I got to see his absolute undying love for his wife Ann and his love for his daughter MJ. I had the honor of taking Rusty and Ann’s engagement photos. We took the one which was used most frequently in a Cessna 421 with Riley “Rocket” modifications much like the one he flew last. This picture captured – quite accidentally – a moment when it was just the two of them in each other’s love.

That was just one of the loving looks that I saw over the last five years – and for the years preceding it. He adored Ann. He was lost before reconnecting with her. He had numerous unfinished projects random debts and diversions. Before he proposed I saw him gain focus, loose the distractions, and prepare to provide for her – though she was quite capable of providing for herself.

Through my struggles, research, and wrestling, I’ve come to realize that love isn’t a feeling, it’s a series of actions. It’s a constant commitment to put someone else ahead of you. I saw him do things for Ann – small and large – time and time again.

When he found out Ann was pregnant with MJ, he was scared. He thought with four brothers he knew how to do boys. He was scared that he didn’t know how to be a good father to a girl. Yet, I have so much video evidence that he was an excellent father. I already knew he would be a good father because he was such a good uncle to my son, Alex. I knew that his passion for people and teaching would make him as good a father as anyone could hope for.

The very last time I saw him was only slightly more than a week before his death. We didn’t get much time to visit because I was taking engagement pictures for Casey and Karen – and because he was pressure washing a swing set for MJ. He had been up working on the business earlier in the day. He had to clear the trailer to get the pressure washer up on it. On this – like many other Saturdays – he was working to make MJ happy – to give her the things to help her develop into the wonderful woman he hoped to someday see.

Rusty will never get to meet the unborn child that Ann still carries but I know that he would have been an amazing father to this child as well.

I realize that reading this blog you probably never got the honor of knowing Rusty. I consider myself lucky for the 33 years of his life that I got to share a part of. I cherish the fact that he was able to sign off on my biannual review for flying. I wish I had spent more time with him. I wish that I had found a way to be more in his world – however, I can hold on to memories of our flying trip to Mount Rushmore. I love that we managed to get a trip to Mammoth cave together for all us boys two years ago.

I need to end this tribute with a simple request. A memorial fund has been setup in Rusty’s name for his children. Would you consider some sort of a donation – of any amount – to make the burden that Ann faces raising the children a little easier? I know the family will rally around her but I also know that being able to step away from work to raise the children for a while would be a blessing. A button for the donation appears below.

Daring Greatly

Book Review-Daring Greatly: How the Courage to Be Vulnerable Transform the Way We Live, Love, Parent, and Lead

I’ve been working on a post which connects trust, vulnerability, and intimacy for weeks and weeks now. The post is in and of itself pretty long because it’s tying together a bunch of concepts and connecting dots from lots of books – trying to piece together something that I see both simply and also something that I realize is so complex. During a break from working on that, I started reading Daring Greatly by Brené Brown. I nearly instantly recognized that I needed to finish reading the book before I could even continue working on the other post. The content of the book was so important and so relevant that I simply had to finish it first (and the rest of my process for integrating books into my way of thinking which I document in my post “Research in the age of electrons“.)

Making the Connection

Brown writes that throughout all her work, the thing that she recognizes most is that Connection is why we’re here. Connection is being attached to other people. We were designed to be social creatures. Without connection with other human beings, all sorts of issues emerge. In an attempt to be brief, I won’t list them all. I’ll point you to the article for Social isolation on Wikipedia. By way of example, however, consider Ted Kaczynski, “The Unabomber”, who spent years of his life alone and isolated, and the horrific things that he did. A genius was driven mad by his isolation from others.

I should hasten to say that this doesn’t mean that we don’t need some amount of time to ourselves nor that all time spent alone is bad, because it’s not. Having time to recharge, regenerate, and reflect is also a good part of the human experience. However, when we go through life disconnected from others we develop a psychopathy.

What is worth doing even if I fail?

One of the most interesting questions in the book – and indeed in many ways one of the most interesting questions I’ve heard in years is: “What is worth doing even if I fail?” The question is slightly odd to me because I don’t often think about how I’m going to fail at something. I really frame it more from the perspective of not going to succeed. (This leaves the outcomes as either positive or neutral.) The core message embedded in the question is, however, perfect. What things do you do even if you don’t succeed? What should you try because the trying enriches your life? My answer has varied over the years.

I posted publically about my experience with comedy – at least the initial class. I still do comedy from time-to-time but not as much as I want. As I’ve come back to it and done it over and over, I feel like I’ve bombed more often than I have succeeded. However, it’s fun to do. It helps me to focus on thinking differently, on delivery, timing, and what will twist people’s heads in just the right way. I’ll never be an “HBO Special” kind of comic – and candidly, I’m OK with that. It’s a thing that I’m happy to do even if I fail – and I’d better be, because when it comes to comedy, most folks fail often.

I’ve not talked much publically about the fact that I’ve been playing Pokémon cards. It started – and continues – because of my son. He got into the game through some friends and wanted to play. I wanted to connect with him and so I learned to play. As he started going to events (leagues and tournaments) I had to choose what to do with my time. So I started playing in the events. In doing so I’d get handily beaten most of the time. The randomness of the cards meant that I’d occasionally win – but I very often went to tournaments and got knocked out in the first round or two. (Technically I was just sorting myself into the bottom of the pack – but the general idea is right.) Did it hurt to repeatedly get defeated? Oh yea. Despite my best emotional coping I could definitely feel the weight of getting beat over and over again. However, I’d do it again. Why? Well, part of it is just finding something to remind me that there are people that “play at a different level” in every field. A larger part is that I wasn’t doing it to win – I was doing it to have an experience in common with my son.

It’s no secret that I speak a lot. It seems like I’m speaking about 50 times a year. It waxes and wanes but that’s a pretty good average. As much as I’d like to tell you that all of those presentations are great – I know they are not. There are off days, technology failures, and all sorts of other issues that just make it not be the caliber I want it to be every time. However, I don’t regret doing the talks; I know that sometimes I have to do things – even if I fail.

If you were going to ask the question differently I think a better question might be, what would you try – just to try? I tried to learn to fly a plane (and succeeded) but I would have tried it anyway. My son, Alex, was in cub scouts and one of the events that they sometimes do is a rain gutter regatta. That is where they make little sailboats and they blow through a straw to push the regatta down a water-filled rain gutter. It’s great fun. My friend challenged me to make a steam boat that would go down the rain gutter on its own power. So as a result, I learned how to sweat copper (piping) just to see if I could make a little steamboat that would go down the rain gutter. The steam boat never worked but it was great fun just trying to figure it out. (By the way, the real issue with the design was that it was too heavy.)

Shame and Guilt

I spoke about my feelings on shame and guilt in my review of Changes that Heal. In Daring Greatly, Brown shares her feelings that shame’s influence is negative but guilt’s influence is good. Guilt is “I did something bad.” Shame is “I am bad.” The problem with shame is a fixed mindset. We believe that we cannot change, as discussed in Mindset. So while I appreciate Henry Cloud’s perspective on guilt as shared, in Changes that Heal, I disagree and believe that the true issue is shame. In fairness, I believe that the distinction may be that he’s speaking of shame and is using guilt as a catch all.

I find it interesting that Brown describes herself as a shame and empathy researcher – literally trying to understand how shame works – and how to develop shame resilience. (I talk about shame resilience some in my review of Compelled to Control.)That is, she is trying to figure out how people persist in dodging shame’s grip and manage to live their lives out of wholeheartedness. Wholeheartedness, as Brown defines it, is living in a world which is the opposite of scarcity. The opposite of scarcity isn’t abundance – it’s enough.

The problem with defining wholeheartedness as abundance is how much abundance? It’s like trying to compare different infinities – it can’t be done. As long as there’s a definition around abundance there is a way for scarcity to creep back in – is it enough abundance? By defining the opposite of scarcity as enough, scarcity’s power is removed. It can no longer define us because the fear and anxiety of scarcity is nullified by the feeling and understanding that there’s enough – that we are enough.

Shame resilience is practicing authenticity in our shame, moving through the experience without sacrificing values, and emerging on the other side with greater courage, compassion and connection. Brown asserts that the antidote to shame is empathy. That is to recognize and connect with the emotions experienced by another human. Brown later describes empathy as connection – a ladder out of the shame hole. Here, I believe I disagree slightly with Brown’s language but perhaps not her intent – I believe that the real antidote to shame is deep connection with another human being. I believe that empathy is a pathway to connection. I believe that as we feel what others feel we create – or draw ourselves into – shared experience with another person.

Brown shares that wholehearted people identify vulnerability as the catalyst for courage, compassion, and connection.

Vulnerability

When viewed from the outside, being vulnerable feels like weakness. It smells like a problem waiting to happen. Vulnerability is a common theme in many of the books I’ve been reading (Changes that Heal, Beyond Boundaries, Boundaries, How Children Succeed, Emotional Intelligence, The Advantage, Bonds That Make Us Free, and Love, Acceptance, and Forgiveness). Through that reading, I’ve realized that there are two kinds of vulnerability – weak vulnerability and strong vulnerability.

Weak vulnerability is a state where you have (or feel like you have) no choice but to be vulnerable. We’re all vulnerable to plagues and forces of nature. There’s no strength in this kind of being vulnerable. The problem here is that being vulnerable in this way makes you feel like a victim. You feel helpless, like you have no influence. (My reviews of Boundaries and Beyond Boundaries both speak more of victimhood.)

Strong vulnerability is accepting the risk of being harmed because what you want is more important than the possibility of being hurt. When directed towards other people this can be altruism. Strong vulnerability is being aware of the level of harm that can be done – and accepting it. It’s a choice you make – consciously or not – about being open to other people.

Perhaps it’s because we more frequently see the victimhood kind of vulnerability that we tend to think of vulnerability as weakness. Throughout human history, vulnerability was a sign of weakness and not strength. In feudal times, we were vulnerable to a more powerful ruler, to our ruler, and to a great extent we were vulnerable to Mother Nature.

Sidebar: Surrender

One of the things that the conversation about vulnerability reminds me of is a thought about surrender from years ago. Just like I believe there are two different kinds of vulnerability, I believe there are two different kinds of surrender: surrender accept and surrender defeat.

Surrender accept is when you accept the other person’s position, point of view, or situation. Surrender accept feels like a gift. You’re giving the other person the gift of peace and of acceptance (See How to Be an Adult in Relationships). Surrender defeat is fatalistic (See The Time Paradox). Surrender defeat is feeling forced into no other option (Victimhood again).

It’s interesting that a synonym for surrender is yield. Of course one definition is to give up power. However another one of yield’s definitions is the “natural outcome” of a process. As in the farm yielded 100 bushels of corn per acre. So I see surrender as a natural thing. Surrender is okay – as long as we see it as a natural outcome rather than something we’re forced into.

Gratitude is the Attitude

I’ve done my share of looking for happiness (including reading and reviewing Stumbling on Happiness and The Happiness Hypothesis.) I’ve seen the idea that we all want to be happy show up in other books like Who Am I? and The Seven Habits of Highly Effective People. In these books happiness is described from the perspective of hedonistic (instant) happiness and value-based (sustained) happiness. Brown tackles an interesting question as it relates to persistent happiness.

Joy is a feeling of great happiness – and I’d say it has a persistence to it that we don’t normally associate with just being happy. There’s also a sense of peace that’s conveyed with joy. Researchers have noticed that gratitude and joy are highly correlated – that is, they seem to occur together. However, whenever you see correlated factors you have to wonder whether one causes the other.

The conventional wisdom has been that joy leads to an attitude of gratitude. However, it may not be quite that simple. Brown asserts that it’s gratitude that leads to joy. Certainly if you look at the problem from the “boxes” that were discussed in Bonds That Make Us Free, Leadership and Self-Deception, and Anatomy of Peace, you can quickly see that if you can get out of the distorting “boxes” and see the world for the gift it is, you’ll be experiencing a much happier perspective on life. When you see something as a gift – something that you don’t deserve and that you’ve not earned – you are inherently grateful for it.

(I should say that getting out of the “boxes” also means that we’re more connected. And if Brown is right about it all being about connection, this will inherently make me more joyful.)

I should caution that Redirect has a warning for us about how we go about development of gratitude. The goal isn’t to fully explore the thing we’re grateful for – we need to accept that the thing that we’re grateful for exists – without trying to tear apart why it’s good for us. If we dwell too long on the specifics of why we’re grateful for something we can diminish the happiness and joy that we get from it. The saying “Don’t look a gift horse in the mouth” seems to be good advice not just because it’s rude to try to judge the quality of a horse that was given to you as a gift – but it also seems that that level of detailed analysis may reduce our happiness. Similarly, The Paradox of Choice leads us to an understanding that sometimes we can reduce our satisfaction with the things we have by trying to explain what it is that we like.

Getting back to the heart of Brown’s point, it appears that it’s not joy that leads to gratitude but rather that being grateful for what you have leads to joy. The chapter on practicing gratitude leads off with a quote from Brother David Steindl-Rast, “It is not joy that makes us grateful; it is gratitude that makes us joyful.”

Scarcity

When packing up the house of the person I called Grandma Helen I found stacks of sheets, boxes of unopened packages, and a lot of work to be done. In reflecting on this experience with my mother, she reminded me that Helen had lived through the Great Depression. She had lived in a world where there were times that some of the bare necessities were hard to get.

Having lived with a real scarcity of resources during a formidable period in her life created an endless loop in her brain where she was always trying to compensate for the scarcity that she still felt decades later. The influence on her behavior wasn’t helpful – in fact in her case it led to more real current-day scarcity because she had used her relatively meager resources to buy additional things that she didn’t need – because she feared that she wouldn’t be able to buy them if she needed them later.

Every day we’re bombarded by marketing messages that weigh us down with scarcity. “Limited time offer”, “Limited Quantity”, “First 50 people” and so on are common language for the marketer today. (I use some of these myself in marketing the Shepherd’s Guide.) The problem is that people don’t function well in the context of scarcity. We make irrational and often ultimately detrimental decisions. In the book Drive we learned that applying any kind of stress – and scarcity is a powerful, survival-based stressor – we tend to not think of alternative solutions. We actually solve some problems slower because of the chemical wash that wants to keep us focused on whatever the perceived stressor is.

Brown quotes Lynne Twist who says that scarcity is “the great lie.” She asserts that worrying about scarcity is our culture’s version of post-traumatic stress. The same stress and poor performance that psychologist Sam Glucksberg observed (referenced in Drive) when offering the top performer a special reward for being the fastest is the same stress that causes us to perform poorly in life. Brown asserts that scarcity keeps us from being safe enough to be vulnerable.

Perfection and Excellence

We learned in Drive that having constant pressure around us limits our thinking and can ultimately reduce our effectiveness – however, that’s not the whole story. In the Paradox of Choice, we learned that there were two sorts of people maximizers and satisficers. Maximizers are always looking for the best deal and are lamenting long after the decision is made if they find a slightly better deal. This is an analog to the perfectionist who has to get the perfect deal, be the perfect person, or have the perfect life. Satisficers, on the other hand, are focused on getting good enough. If a better deal comes along next week they’re not distraught about it. Maximizers were shown to be less happy than satisficers. So being, having, or getting the “best” doesn’t make people happy.

In addition, perfectionists have trouble getting things done. They’re always trying to make things perfect and therefore are never complete with what they do. In Switch and Good to Great we heard stories about organizations that didn’t make perfect decisions, they just made a decision and used that as a starting point for the next decision until the desired goal was reached. They are still people who proceed with excellence. Just because you’re making a decision with what you know doesn’t mean that it can’t be an excellent decision most of the time. If you’re not a perfectionist, it doesn’t mean that you don’t have high standards. People of high standards aren’t necessarily perfectionists.

There’s a subtle difference here between the maximizers and the satisficers. There’s the same subtlety between the perfectionists and those who proceed with excellence. It’s not about the end goal – it’s about accepting that whatever you do is enough. Whether it’s something you’re buying or something that you’re doing, knowing that it’s “good enough” is powerful for helping to get things done and also for your happiness.

Numbing

Humans are more miserable as a group than we have been at any other time in history. We’ve got more medicines to help us live healthier, happier lives and more people are overdosing on prescription drugs than are overdosing on illegal drugs. We’ve become a society of numbing our pains. We numb our pain through medications, hedonistic pleasures, and through the thorough business of our lives.

Medications may be an obvious place to start, with more people being on anti-depressants than at any time in history. We’ve developed drugs to override the brain’s normal chemical processing of feelings. We have replaced the development of deep and abiding relationships and connections with other humans with a little pill.

Today we have more ways to entertain ourselves than our parents would have thought possible. Video game consoles are compelling and inexpensive (relatively speaking). We take more vacations and spend more time at amusement parks than we ever have. We’ve found ways to live in and for the moment like no time in history. Instead of working on a service project with a friend, we go down to the amusement park and enjoy a day. To be clear, having fun and enjoying ourselves isn’t at all bad – it’s a well needed break. However, when we use it to numb the pain of our everyday life, it’s like putting a Band-Aid on a broken arm – it won’t help.

Perhaps the greatest numbing agent that we use isn’t medicine or the occasional hedonistic pleasure, it’s the business of our lives. It’s the four activities each week for the three kids. It’s the three hobbies that we try to maintain instead of being able to connect with our families.

No matter how we choose to numb ourselves from the emotional pain that slowly creeps into the cracks and crevices of our lives, we have to know that numbing the pain also numbs the joy. You’re so busy that you can’t experience the beauty of the sunrise. You can’t experience the joy of sharing someone else’s pleasure. You can’t feel because the pill you took this morning won’t allow it.

When we fear pain so greatly that we build ways to never feel it, we’re giving up on life’s best teacher and we’re giving up on the fruits of life.

Leaning Into the Pain

Brown explains that you have to lean into the pain, discomfort and ambiguity to conquer shame and to live a fulfilled life. This isn’t a new concept. Those folks who are working through a 12-step program realize that it’s painful before it’s peaceful and that the pain of staying the same has to be greater than the pain of changing. Pain isn’t something that can be avoided. As I mentioned in my review of Compelled to Control, pain is sometimes just a signal.

The more that you lean into pain and discomfort, the more you’ll work your way through the pain instead of wallowing into it. At the risk of putting another thing onto your already busy plate, I heartily recommend that you read Daring Greatly if you’re interested in becoming a better you through accepting vulnerability and becoming more connected to others.

Compelled to Control

Book Review-Compelled to Control: Recovering Intimacy in Broken Relationships

We all want to be in control but none of us wants to be controlled. That’s a basic truth about control that we all live by. Managers seek to control their employees – to get them to do whatever it is the organization needs from them. Parents seek to control their children and get them to behave in a way that the parent believes is appropriate. Pastors try to control their congregations into honorable behaviors. Politicians try to control the constituents into attitudes that improve society – or increase the probability for reelection.

The book Compelled to Control seeks to explore how controlling – and codependency – impact relationships between people, particularly intimate relationships. Control isn’t good or bad in and of itself – it’s really about the motivations behind the control that are the challenge. This is the sort of view that the Dalai Lama and Paul Ekman came to share in Emotional Awareness. In other words, it’s less about the control and it’s more about the reason for the control and the extent of the control. Control can be a problem because sometimes control is used to hide our own feelings of inadequacy.

Worthy and Unworthy

The author, J. Keith Miller, asserts that the issues around control are really centered on our ability to manage our self-esteem. We control others to prevent them from seeing how unworthy we are, or to make them feel as unworthy as we are. We have all put others down – even friends – when they were doing something better than we were. Our discomfort in our ability leads us to lash out towards those around us.

However, we are all, by virtue of our birth, equally valuable and equally entitled to the respect of others. This worthiness isn’t something that has to be earned. We don’t become worthy after we’ve done so many good deeds any more than we become unworthy of basic human rights if we do something bad. However, most of us struggle with the desire to be a “human doing” rather than a “human being.” We fill our schedules – sometimes with noble endeavors – to help us numb our feeling of inadequacy or to help us believe that we deserve to feel better.

At the heart of this lack of feeling worthy is the reality that most of us feel like we have experienced conditional love and are always seeking to maintain or get that level of love back once again. The love we felt from our parents, relatives, spouses, etc., has been based on what we’ve done for them or our submission to their control. The love we felt is not a fundamentally about who we are.

This creates a struggle with our self-image. We desire to be worthy of love but know that there are parts of us that don’t measure up. This can be particularly difficult if we’ve created a perception of ourselves with others that is radically different than who we feel we are inside. This creates the “must-be-seen-as box” that was discussed in the Anatomy of Peace. We have to maintain the disconnection between who we really are and how others see us. This increases the importance of controlling others so that they don’t discover the disconnection. More insidious, however, is the fact that the stress of maintaining this control and knowing that control is really an illusion, that we don’t have control of anything in our lives, much less in others, means the constant fear of being discovered and the anxiety that results from it.

We can’t battle the anxiety in our lives if we don’t face – or eliminate – our fears. We can’t eliminate our fears if we deny they exist or if we deny the reality of the world that we live in. Without learning how to face our fears, we’ll slip into being controlled by them. Once we’re controlled by fear, we’ll seek to control others in unhealthy ways.

What is Control?

We’ve all been manipulated. We’ve all been controlled. It’s a basic part of our life. We’ve been manipulated through laws and marketing campaigns to wear our seatbelts. I’m not suggesting that this is wrong or bad – in fact it’s saved numerous lives. However, the reality is that most of us don’t want to put on a seatbelt when we get in the car because we don’t like the way it feels. That’s simply not our first choice. We’ve clearly been manipulated and it’s clearly got a good outcome. (For more read Unsafe at Any Speed.)

The problem is that sometimes when we talk about the tools of control – chief among them being shaming and reality distortion – they’re not always bad. Classic books like Dale Carnegie’s, How to Win Friends and Influence People, and dozens of other current titles, teach techniques for controlling and manipulating those around you. We want to control how people see us, respond to us, and love us. We want techniques for manipulating the outcome.

At the core, control is trying to influence the natural outcomes. It is trying to bias the results in one way or another. With that definition in mind it’s easy to see that we all control. The real question is whether we exercise an appropriate or an inappropriate level of control.

Healthy and Unhealthy Control

Control problems are a perversion of the natural, healthy, and basic drive to control our environment. As humans we’ve managed to conquer the world that we live in. We’ve developed plumbing and septic systems to keep us healthy, roads to help us get from one place to another, and a variety of technologies that make our lives safer and longer. These are all ways that we’re controlling our environment to make it better for humankind.

Just because you control others may not mean that you have an unhealthy level of control. Drinking a beer doesn’t make you an alcoholic. Drinking wine doesn’t make you a wino. Some level of control is healthy in our lives. In fact, setting boundaries is a form of control – a generally appropriate one. (See Boundaries and Beyond Boundaries for more on boundary setting.)

However, just as drinking to excess makes you an alcoholic, continuous and overbearing control can make you controlling. The delicate point to consider is whether the ways that you’re shaping your world are too much about other people and too little about you.

It is my belief (in part created by Compelled to Control) that the first step in determining whether control is healthy or not is to determine the relationship that you have with the person that you’re exerting control over. Is the relationship a peer-to-peer relationship or is it a one-up/one-down relationship?

A one-up/one-down relationship would be a parent/child relationship or a manager/employee relationship. These are relationships where the balance of power in the relationship is intentionally and structurally skewed. Peer-to-peer, which is generally easier to understand, would be something like your relationship with your spouse or siblings. In a work context, a peer-to-peer relationship might refer to someone who is literally another member of your team and thus your peer – or someone outside of your sphere of influence in the organization but not directly above you.

In peer-to-peer relationships, control should be very limited, and focused on your boundaries. In a one-up/one-down scenario, the control is likely to be much more overt and direct. A manager may literally tell the employee what to do. A parent of a young child is expected to tell their children what and what not to do. Most of our relationships are peer-to-peer relationships, as the other people are outside of our sphere of influence.

Control as the Barrier to Intimacy

Definitions for intimacy vary along a theme as do definitions for control. Intimacy is often described as two (or more) people sharing their reality without undue fear of rejection or retaliation. This definition of intimacy, though possible to refine, is quite good. The key to this definition is the sharing of our reality. None of us experiences the world exactly as it is. We experience our perception of the world. We experience a mental model constructed in our minds about how the world works. Each of our realities is a bit different because of our different experiences which have shaped our world view.

A nurse in the critical care unit of a pediatric hospital may have a perception of reality that includes the idea that bouncing on a bed makes you fall off and falling off gives you a brain tumor – because the kids with brain tumors always seem to have been discovered when they fell off a bed after jumping on it. Sure, to an objective person, this doesn’t match our reality because that’s not our experience – however, if this is all you see every day you’ll start to wonder about the connection too.

At the center of our perceptions – of our realities – is the true reality. At the center is the way the world really is. In intimate relationships we’re seeking an understanding of another person’s reality to get closer to them and closer to the true reality. The reason that control is a barrier to intimacy is because control uses the weapon of reality distortion to accomplish the goal. If you can’t see your best perception of reality and those you’re trying to control can’t see their best perception of reality – what hope do you have for common ground? Reality is the reference point for intimate relationships and when you’re spending time distorting it you move the goal further away.

The opposite of a controlling relationship is described in How to Be an Adult in Relationships; it is a relationship filled with acceptance and allowing. That is accepting that the other person’s view of reality is different and not trying to change it. There are things about every person that we’re in a relationship with that we don’t enjoy. There’s something about them that makes them different than us. Maybe it’s their obsession with time – or always being late. Possibly it’s their tendency to be involved too much in other people’s lives – or they spend too much time on their own. The beauty of a relationship is that the other person isn’t us. They have differences that can be gifts – or those differences can be annoying. In the context of allowing, the differences are framed as gifts.

Framing Reality to Accentuate the Positive

Baloo in the Jungle Book sings about accentuating the positive and eliminating the negative. One could see this as reality distortion – after all, he’s talking about eliminating the negative. However, an alternative is to view this as framing the situation. Distorting reality is bad – but framing things in a positive light is a good thing. Optimism allows you to be happier by deciding that things are really more positive than they are negative. In other words, the glass is half full.

In allowing relationships, you focus on the idea that the other person can bring out the best in you through their differences. If your spouse is more social than you are, they’re also more likely to remember birthdays. If you’re more frequently on time you can help your spouse be late less often. It’s all about some give and take. That is, unless you choose to try to make the difference into a character defect.

Shame as the Weapon of Choice

Another way to inhibit intimacy is to make the other person feel unworthy of connection. Someone who is unworthy cannot share their reality. They can’t become vulnerable enough to allow their reality and themselves to be seen. So shame becomes the second weapon of control. By making someone feel like they’re unworthy you can subject them to your control because – after all – you’re doing them a favor just by associating with them.

Shame is distinct from guilt in that shame is about the person feeling they are a bad person whereas guilt is the person feeling like they did a bad thing. The controlling person will manipulate guilt and transform it into shame. It’s not about the one time when they left the cap off the milk – it’s the fact that they always do it. (By the way, absolutes like “always” and “never” are lousy ways of communicating with another human being since humans are rarely absolute.)

In my review of Beyond Boundaries, I spoke about integrated self-images. That is realizing that we are both good and bad and trying to integrate those into a single image of ourselves. Being able to create an integrated self-image is a great way to build up immunity to those who seek to control us through shame because there is so much clarity to our self-image and so much reality to it that it becomes difficult for others to manipulate our image into a position of shame.

With an integrated self-image you already know that you do bad things and you accept – but don’t like – that you do them. You realize that you’re not perfect and that you’re trying to grow. You allow yourself grace to continue the journey to become better. When someone points out something that you’ve done for which you feel guilty, you’re unlikely to accept that that the error makes you a bad person, Because you already know who you are you are more able to reject that you’re a bad person – you are a good person who makes mistakes.

Converting guilt into shame is the secret art that controlling people have learned. It’s not about you doing bad things, it’s that you’re a bad person. That shift seems subtle to the automatic subconscious parts of our mind (See Thinking, Fast and Slow). The immunity from these secret arts comes in that unified self-image, through a self-actualization that realizes that you are both good and bad.

The key problem with shame is that you believe that you are who you are. You can’t change your core makeup, your core being. On the one hand, you have traditional psychology saying that you can’t change your core desires. On the other hand, there’s the whole industry of self-help books trying to convince you that you can change. The truth lies between these two extremes. If we go back to Mindset, we realize that people are changeable and, in fact, having a view of yourself that you can change is healthy. It’s a way of building shame immunity because you don’t have to stay the person you are – particularly if you don’t like that person. Learning that you don’t have to remain the same allows you the flexibility to evaluate the things you do and determine whether they’re a part of who you are – or if they’re simply something that you’ve done.

Knowing that you aren’t the things that you do, that you’re a worthy human being, isn’t always enough to protect you from having someone trying to blame you for their situation or feelings. Blame is trickier because in most cases there’s a reason to accept some ownership for the situation you find yourself in.

Blame

Blame is externalized guilt. If guilt is believing that you did something bad, then blame is someone else believing that you did something bad – whether you agree or not. Because it’s an external view of you – because it’s someone else’s perception – you have the choice to accept the blame and convert it to guilt or to look down into the core of what’s happening and decide that the blame is misplaced.

Sometimes my son says to me that I “made” him angry. When I’m able, I remind him that I can’t make him feel. I take actions and he chooses the emotional response. He’s responsible for owning how he feels and him trying to put that on me doesn’t work. He has to accept that he’s disappointed with me and that has made him angry. (See Destructive Emotions).

Blame is most effective with codependents. Codependents readily accept blame for the feelings of their partner. If partners are unhappy it must be their fault. They feel guilty for not remembering to buy their partner’s favorite beer or to turn down the bed or some other tiny thing. Pushing back responsibility for someone else’s feelings and accepting ownership and responsibility for your actions and the direct outcomes is the most effective way to become resistant to blame.

Knowing where to draw the boundaries, what you should accept, and what you shouldn’t, starts in childhood with secrets.

Keeping and Sharing Secrets

Paul Tournier, with whom J. Keith Miller studied, created a model for childhood development that included a stage where children start to be able to keep secrets. Very young children are incapable of keeping a secret – that just doesn’t occur to them. So at the second stage of their development, they keep lots of secrets. They’ve learned how to keep a secret, and it’s fun and exciting. It’s a new skill and they want to try it. The third stage of development in the model is an understanding of when it’s important to share secrets and with whom to share them. A child might share some secrets with their best friend.

The reason this is important is because the development around secrets drives your ability to become intimate. If you can’t share your secrets with anyone, how can anyone truly understand you, your reality, and your perspective? And without that, how can they become truly intimate with you?

Similarly those who can’t keep secrets won’t be trusted with secrets – and won’t get the experience of being intimate with another human being. Experiencing others opening up to you and trying to connect enriches your soul and teaches you how to reach out and be intimate with others as well.

Of course, we each learn these lessons at different levels. We draw different lines around when we should – and when we shouldn’t – keep a secret. Those different decisions and the way that our personalities form in childhood teach us to be skunks or turtles.

Skunks and Turtles

“There are 10 types of people in the world. Those who understand binary and those who don’t” is a favorite t-shirt saying of mine. We like to break the world into two sets – us and them. When it comes to how people process, there may be two different kinds of animals. First, there are the skunks who spew out words like skunks spew out odor. They talk out how they feel. They’ve been taught that talking is intimacy. The other animal is the turtle, who, when confronted with something emotionally charged, will retreat into their shell – and perhaps never share how they feel. There’s a saying in 12-step programs that you’re only as sick as your secrets. It’s probably no surprise that I am not a fan of the turtle approach to processing emotions through solitude.

Perhaps more concerning is that John Gottman, an expert on relationships, describes a characteristic of conversation he calls stonewalling, which he describes as devastating to the health of a relationship. Stonewalling is shutting down in a conversation and refusing to participate. Oh, by the way, John’s accuracy rate at describing whether a couple will stay together or not is quoted at 91%. Obviously, turtles would be more prone to this kind of “withdraw and protect” type of response. There’s a bit more to this as I’ll describe when I get to my book review of The Science of Trust.

We need to be careful to not cast our pearls before swine – and to process some of the emotional venom that we create – however, we must also find some level of balance to prevent us from turning into turtles and failing to communicate. There’s something that skunks know that turtles don’t. Skunks know that the awful smell will stop. That they’ll be OK. The smell is just a bit of nostril pain – something that’s not going to kill you.

Pain as a Signal Not a Warning

When my then wife was pregnant with our son there was a great deal of conversation about the labor process and pain management. During that time we ran across people that didn’t describe the pain of labor as ‘labor pain’ but instead described it as labor signals. Their argument was that it was the body’s way of signaling that labor was in progress. She opted to get an epidural rather than have a philosophical debate about the topic.

Similar to labor pains, some people call hunger pains hunger signals. They’re simply signals – albeit strong signals – that you are hungry. Whether you call it hunger pains or hunger signals, you still want to eat – but we as humans tend avoid pain so strongly you might be inclined to overeat if it’s called a pain.

This is an interesting and subtle shift that can be useful to us as we go through life. Fundamental to recovery from controlling, or anything else, is going through the pain to get to the other side. Sometimes 12-step programs say that it’s painful before it’s peaceful. There’s an awareness that pain isn’t always bad – it’s not always the enemy.

Learning to lean into discomfort (as Brené Brown describes it), is essential to our growth. The more we look at pain as an attention signal and less as a warning, the more that we’ll be able to lean into it – and learn through the process.

I don’t want to seem too controlling but I’d like to offer that Compelled to Control is a great classic book on how to manage your controlling tendencies and keep them healthy.

Emotional Awareness

Book Review-Emotional Awareness: Overcoming the Obstacles to Psychological Balance

I mentioned during my review of Emotional Intelligence that I had listened to an audio book version of Destructive Emotions – a conversation with the Dalai Lama and Daniel Goleman. Emotional Awareness is a similar book – in fact Paul Ekman, this book’s author, was introduced to the Dalai Lama by Daniel Goleman.

Paul Ekman’s CV spans 14 books and he’s well recognized as the authority on how emotions are shown in a person’s face. When I was writing my review of Emotional Intelligence , I saw this book and realized I had to read it.

A Different Kind of Religion

I’ll expose that I have a great deal of ignorance when it comes to Buddhism. However, one of the things that struck me in Emotional Awareness was the Buddist concept that “If our findings – through investigations, through experimentation – contradict Buddhist ideas, then we have the liberty to reject the old ideas. That is the Buddha’s own words.” Having been raised in Christianity and with good Jewish friends, I am used to the belief that the Bible is the inerrant word of God. Muslims believe that the Qur’an is the unaltered and final revelation of God. In that context, a religion that is based on the continual refinement of understanding is quite different.

The conversations between the Dalai Lama and scientists aren’t a new thing. As mentioned, I heard Destructive Emotions some time ago. The curiosity, openness, and desire to learn in Buddhism are things I find that most branches of Christianity struggle with. Perhaps Christianity’s desire to insist that all we needed to know was written in the Bible is why we struggle with our emotions today.

Thinking, Emotions, and Moods

Clearly we think. We’re constantly processing a stream of information that’s bombarding us (See The Information Diet). However, the question becomes how can we determine what’s a thought and what’s an emotion. A great deal of the book is spent talking about how to differentiate between a thought and an emotion – and how emotions form. Ekman draws our attention to the fact that most emotions have a signal. They let others know what’s happening inside us. Emotions are also not swayed much by our consciousness – at least not initially. Moods are a persistent attitude that the person may not be aware of – in fact, a person may not even be aware of what caused the mood.

As discussed in Thinking: Fast, and Slow, sometimes we aren’t aware of the tricks that our mind plays on itself. This concept is revisited here from the perspective that emotions can block information which would contradict the emotion being felt. During the “refractory period”, we literally cannot take in information which contradicts the emotion. If you’ve ever been speaking with someone who is telling you that they feel unimportant and uncared for – and wanted to smack them because they are important and you are listening and caring for them at the very moment that they’re complaining about it – you know what I mean. There are times that you simply cannot see the trees (what people are doing) for the forest (how you feel.)

The Afflictive Nature of Emotions

Buddhist thinking includes the idea that emotions are either afflictive – negative or bad – or non-afflictive. However, in the conversation between Dr. Ekman and the Dalai Lama, they talk about how emotions are also afflictive or non-afflictive based on their appropriateness for the situation and how they are used. I’ve mentioned in my review of Emotional Intelligence that the one thing that I know I got out of Destructive Emotions was the concept that anger is disappointment directed. Anger is technically categorized as an afflictive emotion. For instance, Anger might be afflictive if you’re disappointed because of unrealistic expectations but non-afflictive if you’re angry at the plight of abused children.

When someone does something truly evil, anger is an appropriate emotion. If you didn’t feel some anger at an injustice it would be difficult to have the energy to do what is necessary to prevent the injustice from happening again. To feel nothing when others are suffering is its own problem.

From my own point of view, emotions are energy. In fact, when I talk about the Rider-Elephant-Path model from The Happiness Hypothesis (and Switch), I talk about the emotional elephant being the powerhouse that gets things done. Emotions drive us. The dimension for measuring the impact of an emotion is what you do with it. If you use a competitive nature with your dad to drive you to excellence in all you do – then it can be a good thing. (This is Dr. Ekman’s story.)

Distorted Views

Bonds that Make Us Free, Leadership and Self Deception, and Anatomy of Peace talked about “boxes” that we get in and how those boxes distort our view of reality. Conceptually we’ve all got ways that our perception doesn’t match reality. Beyond Boundaries talks about the distortions of reality that we create to sustain ourselves in unhealthy relationships – and how determining what those distortions are is pretty difficult. It’s not a matter of whether or not we have distorted views. It’s a matter of how many we have, and how much they impact the way that we interact with reality.

One of the touching vignettes in the book is the scenario of Dr. Ekman’s daughter asking the Dalai Lama why it is that the people we love are the ones that hurt us the most. His answer “Because you are not seeing them realistically. Focus on their clay feet. If you will accept their imperfections, then you will not be so disappointed and angry.” In this answer is an awareness of our distorted view of the world – and our desire for those we love to be perfect. However, that’s not realistic for anyone.

Pride and Attachment

One of the distorted views that we all have is of our own self-importance. Humilitas spent a great deal of time on this topic – including talking about what percentage of people felt that they were above average at leadership (70%). Just as Humilitas shifted my view of what pride was, so too did Emotional Awareness. The Buddhist idea of pride as an afflictive emotion is really “deluded pride.” That is to say it’s OK to be proud of what you’ve accomplished – but not to the point where it makes you think too highly of yourself. It’s not pride itself that is the issue, it’s the delusion – or distortion of it – that is the problem.

Consider for a moment, a positive form of pride discussed, that is the pride that you feel when someone else, such as a student, is successful. This is a healthy pride that is non-afflictive (non-damaging) – honestly, it’s a great feeling. It’s the same feeling that some parents feel to see their children succeed. I use caution here because some parents project themselves into their children’s place, thus increasing their own self-pride.

Embedded in this discussion is the concept of attachment. Buddhists are taught that attachment is an afflictive emotion. However, it’s more about the degree to which someone is attached. Attachment in the Buddhist sense is about over-possessiveness or control. Attachment is the basis for compassion – something deeply valued. It’s appropriate to have a level of attachment to your family or even your things. When you’re attached to your things that is good – when you’re attached to other peoples things you’re experiencing covetousness.

Judging Actions and Motivations

Much of emotional awareness is about monitoring the game that’s happening inside of people. Dr. Ekman spent years studying the face so that he could see the emotions that people were experiencing, only to realize that you can become aware of someone’s emotion but not why the emotion is there. B. F. Skinner and the behaviorist psychologists would be disappointed that we’re focusing so much energy on trying to understand and define things which cannot be directly measured. It’s so much easier to measure what someone did – or didn’t do. It’s also much more difficult to figure out why they did – or didn’t do – something. It’s too difficult to separate one set of motivations from another.

However, there’s a certain component of how we respond to our emotions that are influenced by our motivations. It’s based on the person that we want to be. If I simply tell you that I shot someone dead you have no way of making an accurate interpretation of the behavior. If I committed one of the all too common tragedies shooting innocent victims that’s one thing. If I premeditated and then killed a “rival” that’s another. If I killed myself in defense that’s still another. Finally, if I killed to protect someone else that’s another thing. So the motivation of the behavior – which is impossible to verify – is sometimes more important than the behavior itself.

Compassion and Forgiveness

As you might expect from a book with the Dalai Lama, compassion is a big theme. There are conversations about how compassion is neither an emotion nor a mood. Ekman speaks of his fourstep model for compassion:

  • Emotional Recognition – Recognizing the distress of others
  • Emotional Resonance – Feeling what the other person feels
  • Compassion – An attempt to relieve the suffering of the other person
  • Altruism – An attempt to relieve the suffering of the other person – at some level of risk to yourself

Dr. Ekman quotes Kristin Monroe about how people who are altruistic have a tendency to not see any other options. That is that they say they “had” to save the child from the burning building or that they “must” help others.

A lack of forgiveness, resentment, is a barrier to compassion in all its forms. Resentment is like a corrosive agent. Forgiveness is the gift that you give yourself to be free of the corrosive control that resentment has over you. Forgiveness isn’t about condoning or supporting the act that someone has committed. Forgiveness is about releasing the resentment that you feel towards the actor. Forgiveness is a fundamental step to working better with others.

Suggestions for Working with Others

The distinction between the act and the actor, between the problem and the person, is essential to being able to forgive and free yourself from burden. It’s all too easy to get wrapped up into demonizing a person for the things that they’ve done that we don’t like. However, this demonizing is at the heart of every great holocaust. In order to commit such unspeakable acts it was necessary to make the people be non-people in their mind. The more we confuse the act with the actor the more difficult we make the process of forgiveness and the more difficult it is to work with other people.

So separating the act and the actor to facilitate forgiveness is the first suggestion for working with others. The second recommendation, meditation, is more paradoxical. In a sense, we’re saying don’t work with people to learn to work with people – however, there is a purpose. Meditation allows you to become more aware of who you are and your emotions. You learn to recognize your emotions more clearly and more quickly. You also learn how to quiet them more quickly. Through meditation, you can become adept at reducing distortions in conversations because you can collapse the refractory period after an emotion has occurred.

I found the book to be a wonderful journey between a great scientist who has spent his life trying to categorize and define emotion – to define its roots – and a spiritual leader who is concerned with enlightenment. There is so much for me to learn from a spiritual leader like the Dalai Lama and so much to learn from the great research that Dr. Ekman has done. If you’re interested in learning more about how you can improve your Emotional Awareness – you’ll probably find the book interesting – I know I did.

The Me I Want to Be

Book Review-The Me I Want to Be

When an author practically opens the book talking about being called out by his wife for not really doing what he said he would do, you know that it’s going to be an authentic look at the author himself, his struggles and growth. John Ortberg shares his struggle to become more connected and supportive – and when he isn’t connected and supportive — his wife calling him on it.

Becoming The Me I Want to Be is perhaps the most challenging task that we face as humans. I had the pleasure of hearing John speak at the Willow Creek Global Leadership Summit. He’s a senior pastor and author of several books – including The Me I Want to Be.

Rules and Pharisees

Many of Jesus’ confrontations were with the Pharisees. They were the righteous group of Jesus’ time. They had created a set of rules to live by, layered on top of the biblical teachings. They were frequently questioning Jesus about his behavior and that of his disciples because they weren’t following the rules that were created by the Pharisees. The Pharisees were great rule creators and, to a lesser extent, followers. They were so focused on the laws and their rules that they sometimes forgot the reasons that the rules existed in the first place.

While Jesus did make progress against the Pharisees, most adults who grew up in a church setting have been judged or condemned by someone because they didn’t follow every rule – or they didn’t fit the mold. It seems that even today we equate spiritual maturity with rule following. Instead of focusing on cultivating the right hearts, we’re more concerned with whether folks are following the rules than where their hearts are.

The problem with rules is that they often lead to unintended consequences as discussed in Diffusion of Innovation. Edward Deming said that you get what you measure. That is, whatever behavior you choose to measure will be a powerful motivator and because of that you will get more. However, sometimes you get more of what you’re measuring to the detriment of other factors. Consider for a moment a manufacturing environment, where you can get metrics on speed of production, number of defects, and number of accidents.

If you press for the speed of production, you’ll invariably drive up your defects and perhaps even your number of accidents. If you measure scrap, your production speed will likely go down. This is the reason that instead of individual metrics, most organizations have gone to a balanced scorecard for their measurements – they measure all of the outcomes and describe the relationship between them that they’re striving for.

Rules have no clean counterbalance. For instance, the rule that you can never work on the Sabbath becomes an issue if doing so would serve your brother. The Jesuits had it right when they focused on values and principles rather than on rules. (See Heroic Leadership). You have to have principles to live by – not rules.

Ortberg describes a situation where ink marks on walls would result in demerits, so his friend would chip off the paint – for which he did not receive demerits. The system created by the rule for no ink marks created the unintended consequence of slow destruction of the room.

Failure to Thrive

Ortberg asserts that perhaps the largest mental health problem in our era isn’t depression – it’s a failure to thrive. That is that many people are walking around in a fog not able to clearly see their mission or purpose. They are stuck in a cycle of meaningless existence and are yearning to have meaning in their lives, but they’re not sure how to get it.

In medical terms, a failure to thrive is an assessment that a baby isn’t growing at the rate that would be expected. They’re not gaining weight when they should. They may be still growing at some rate. There’s no obvious and urgent issues to their health – they just don’t seem to be growing at a rate that is normal.

Thriving individuals, on the other hand, exude confidence and an unmistakable energy that cannot be quelled. They don’t serve out of obligation but instead out of opportunity. They love that they’re allowed to be a part of life and to leave their mark on the world in small ways as well as big ways. That attitude of thriving is essential to changing your worldview.

Attitude

There are lots of places where you’ll hear that attitude is a little thing that makes a big difference. However, Ortberg’s example for this is amazing:

  • Excerpts from a Dog’s Diary:
    • 8:00 am — Dog food! My favorite thing!
    • 9:30 am — A car ride! My favorite thing!
    • 9:40 am — A walk in the park! My favorite thing!
    • 10:30 am — Got rubbed and petted! My favorite thing!
    • 12:00 pm — Lunch! My favorite thing!
    • 1:00 pm — Played in the yard! My favorite thing!
    • 3:00 pm — Wagged my tail! My favorite thing!
    • 5:00 pm — Milk bones! My favorite thing!
    • 7:00 pm — Got to play ball! My favorite thing!
    • 8:00 pm — Wow! Watched TV with the people! My favorite thing!
    • 11:00 pm — Sleeping on the bed! My favorite thing!
  • Excerpts from a Cat’s Diary:
    • Day 983 of my captivity. My captors continue to taunt me with bizarre, little dangling objects. The only thing that keeps me going is my dream of escape.

Of course, not all dogs or cats feel this way. However, the contrast in the way the day seems based on attitude is unmistakable. You can choose to feel like today is the next day in your servitude, bondage, or oppression – or you can choose to see the day in the best possible positive light. Perhaps petting a dog will help with that.

Some of our attitude is driven by our mood – our core makeup. One of the ways that Ortberg explores this is through the Enneagram.

Enneagram

Ortberg spends some time on the Enneagram as a way of looking at yourself. I won’t revisit the content that I reviewed in Personality Types – Using the Enneagram for Self-Discovery. There are a set of strengths and weaknesses that are associated with each type. I’ve added them to the following graphic with the number and descriptor from the Personality Types book and the name used by Ortberg. (The Enneagram has several different variant names for each of the nine personality types.)

Living Fully

No matter what personality type you are, the final point from The Me I Want to Be that I feel is worth pulling out is that there’s a general encouragement to live life to its fullest. From the casual remark that the ancient Greek language didn’t have a word for boredom, to the awareness that “when you practice hope, love, or joy, your mind is actually, literally, rewiring your brain!”. One of the suggestions for how to live life more fully comes from an awareness that it is through our relationship with others that we are made happy. “What distinguishes consistently happier people from less happy people is the presence of rich, deep, joy-producing, life-changing, meaningful relationships.”

Give The Me I Want to Be a read, and become what you want to be.

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