A Fixed Point In A Spinning World: Transforming Injustice Through Humility

I have been working with ULEAD, Inc. for several years now. My service began over several conversations with Ritch Hochstetler, Chief Ideation Trailblazer of ULEAD, Inc., who has 30 years of innovating and delivering training experiences to youth and youth workers. During our initial virtual coffee meetings, we discussed servant leadership, the importance of bringing team-based experiences to youth and youth workers, race and race relations, and other important philosophical conversations around the human condition. We traded life stories and lived experiences. I liked him right off the bat.

After several conversations, (one of which happened at The Greenleaf Servant Leadership Conference 2017 with one of the ULEAD, Inc. staff persons, Ben Rheinheimer), I was invited to the ULEAD Board of Directors, and I happily accepted. My service has been one of the most enlightening around servant leadership to date.

Ritch posted a blog post, and I asked permission to post it. This was my response to him in an email;

“Good Morning Ritch;

I hope that this email finds you well. First, I want to say again how much I appreciate having known you and to serve with ULEAD, Inc. Our deep and rich conversations have always left me wanting more, and our sharing of experiences and life stories has genuinely been a blessing in my life.

I have a profound respect for you and this blog post. Your authenticity and transparency show up, and I believe this should be shared on every available platform available to us. This piece will bless the world and touch the hearts of people who are open to the idea of humility. I find that you exemplify humility and the openness to keep learning, and to act on what we see can be changed in the world. I love the humility book. This is how I know great minds think alike; I wrote a chapter on it in my book, Bloom Where You Are Planted.

Thank you, Ritch, for this beautiful piece of awareness and a call to action. I feel so blessed to serve ULEAD and to be called your friend. Many Blessings, Crystal”

So that you don’t have to leave this post, I have posted the blog in full length. To learn more about ULEAD, Inc., please click here.

A Fixed Point In A Spinning World: Transforming Injustice Through Humility

Recent events have ripped off the scab of decades of injustice to reveal the gaping wound still festering and bleeding from individual and systemic racism in America.  No matter who’s side you’re on, or your political leaning, to deny the reality of the impact of oppressive and dehumanizing attitudes and behaviors has become in itself an act of violence.

How do we, as people and as a society, respond?  When inaction and denial become untenable, people rise up.  We’ve seen; demonstrations, looting, finger-pointing, cries for reform, violence begetting violence, and calls for peace-making.  In approaching all issues, context matters.  My context is that of an older white male who has made the commitment to live and lead from the framework of servant leadership. First, let me be clear: Being white, male, and someone who has had the privilege of serving in a leadership role for years has put me squarely in a place of privilege.  Second, my servant leadership beliefs and values cannot be used to justify a belief that I have arrived at an evolved attitude or a practice of equity in relationships.

The reality is, I am a part of the problem.  In this admission, I am saying that talking about valuing all people, without a plan of action that impacts my behavior, leaves me in the position of silently condoning the problem rather than being a generative participant in the revolution needed to effect real change. Racism has been and continues to be, a deadly mindset that leads to the breaking of people, families, institutions, and our very nation. 

So, what am I going to do?  Options include; feeling guilty, getting angry, becoming overwhelmed, striking out in overzealous ways to fix things, or (you name it!)  What if there is a starting point…a place to orient myself toward others who are also seeking a new path of redemption, equity, and inclusion?

Today I am suggesting that there is a “fixed point in a spinning world.”  Every human being approaching this issue needs to come to terms with their context and what it is calling them to do. For me, that fixed point in my context as a white male leader is humility.   

The word humility has been around for a very long time, and yet it’s meaning is often misunderstood.    It is derived from the Latin word humilis, meaning “low.” In ancient Greek, it literally means “not rising far from the ground.” The Cambridge Dictionary’s definition of humility as a noun is the feeling or attitude that you have no special importance that makes you better than others. This meaning is picked up and expanded upon in the lyrics of an ancient song recorded in the Bible in the book of Philippians; “Let the same mind be in you that was in Christ Jesus, who, though he was in the form of God, did not regard equality with God as something to be exploited, but he emptied himself…”  Here Jesus’ attitude is being held up as a word picture for what the attitude for humility looks like. This attitude is one of seeing and believing that every human being is a person worthy of being respected and valued and that no matter what status I have inherited or attained, I am willfully emptying myself of prideful elevation of self. 

It’s in a further reading of the lyrics of this ancient song that the meaning of humility, or the ripple effects thereof, are expanded upon.  The lyrics go like this; “And being found in human form, he humbled himself and became obedient to the point of death – even death on a cross.”  This next step on the journey toward humility ties the outcome of a humble attitude, being humble action or behavior, even if/when that action leads to personal loss. This is a revolutionary idea, that if adopted, could upset the power balance and change the world as we know it.

Humility is a very personal thing based on values, beliefs, and one’s worldview.  No one can make you into a humble person, and if you try to act humble without an authentic change of heart, people’s B.S. detectors will all sound in unison.  The question is, can humility be learned?  In the book, Start With Humility: Lessons from America’s Quiet CEOs on How To Build Trust and Inspire Followers, authors Merwyn Hayes and Michael Comer, the answer is “yes!”  Maybe there still is hope for an older white man like me?

Hayes and Comer start by offering defining characteristics of humility, including;  humanness, vulnerability, and the ability to keep one’s perspective.  Humility is not weakness, the absence of ego, or lack of assertiveness.  They go on to lay out a practical process for growing humility as a person.  The formula goes like this:

Human Authenticity + Humble Behaviors = Trust/Respect

How does this relate to personal and systemic racism?  First, for me as a white man, human authenticity can and must be based on a commitment to empty myself of any and all feelings of superiority – to see myself on ground level, embracing the humanness of others with respect and dignity, no matter the differences.  I know I do not have the self-awareness needed to do this on my own.  I need Black and Brown and all Minority brothers and sisters to speak truth and tell me what they see, feel, hear, and experience.

On a systemic level, humility requires practices that lead to humble habits and behaviors.  These include but are not limited to; admitting mistakes, acknowledging where the system is broken (even if I struggle with the false belief that I’m not responsible for breaking it,) admitting my ignorance for all that I don’t know or can never fully understand, and striving to be empathic at every stage of the journey.  As it turns out, these are practices I can commit to grow habits and attitudes that connect my heart to behaviors that have the potential to effect lasting change.

In Jesus’ response in the ancient song recorded in Philippians, we see that humility was very costly.  I believe this same is true for me, and for us today.  The world around us is spinning out of control on an axis of racism and violence.  Humility is a fixed point. Change starts one person at a time.  Change starts with the transformation of one human heart.  Change starts with me.  Will you join me?

Servant Leadership and Transparency

I have been interested in the ideas of building trust and organizational transparency before and since I wrote my third book, Bloom Where You Are Planted: Reflections on Servant Leadership and as it were, I came across an infographic that speaks the language of Servant Leadership. The folks over at Track Your Truck GPS Fleet Tracking (https://www.trackyourtruck.com/ ) understand organizational culture, transparency, and building trust from a Servant Leadership mindset.

Track Your Truck’s infographic is in alignment with Chapter 11 of my book in where I write about high trust organization. You can view it here. Here is a recap:

Organizations that experience high trust possesses the following behaviors:

High-Trust Organizations

  • Information is shared openly
  • Mistakes are tolerated and encouraged as a way of learning
  • The culture is innovative and creative
  • People are loyal to those who are absent
  • People talk straight and confront real issues
  • There are real communication and authentic collaboration
  • People share credit abundantly
  • There are few “meetings after meetings”
  • Transparency is a practical value
  • People are candid and authentic
  • There is a high degree of accountability

I suspect that Track Your Truck is also experiencing the dividends that organizations experience when they hold a degree of high transparency that I wrote about. Here they are;

The Seven High-Trust Organizational Dividends

  • Value
  • Accelerated growth
  • Enhanced innovation
  • Improved collaboration
  • Stronger partnering
  • Better execution
  • Heightened loyalty

Moreover, as I browsed their website, I was quite impressed with their level of attention to customer service and the fact that you can speak to a “live” person! We can hardly call a company today (and surely not the bigger ones) and get to speak to a human being! The five keys to transparency with customers are on point and truly matter in today’s business world.

We both agree that transparency is key to the trust of the organization. Building one’s brand requires that servant-leaders apply these three behaviors to external stakeholders, that is, customers, suppliers, distributors, investors, and communities. There are three concepts to consider;

  • Talk straight

Treat customers as if they are educated adults.

  • Create transparency

Create a dynamic self-regulating economy where customers feel the transparency of your organization.

  • Listen first

Genuine listening is one of the truest forms of competitive advantage. Create customer panels. Conduct formal market research, make personal calls to customers, and create loyalty programs. Your customers feel good when they are heard.

Track Your Truck understands that the same concepts that apply at the level of Market Trust also applies to Self-Trust, Relationship Trust, and Organizational Trust.

At the end of the day, whatever trust we can create in our organization and the marketplace, is ONLY the result of the credibility and trust we create in and for ourselves.

If I ever need the types of services Track Your Truck offers, I would reach out to them first! You can see their infographic again here. Please visit their website to learn more at https://www.trackyourtruck.com/

 

Servant Leadership and Forgiveness

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Announcement: I apologize for missing chapter eleven of the book that we were using as a guide in our last series. I went back and blogged about it. And now we are complete. Look forward to our new series using the book, Leadership and the New Science: Discovering Order in a Chaotic World by Margaret J. Wheatley. Happy Saturday, friends!

“On the horizon of this landscape, a landscape that is personal and spiritual as it is political and global, we see ourselves free of what binds us, and we walk in such a way that others are drawn forward so that they too, may be free.”

~Shann Ferch, Author of Forgiveness and Power in the Age of Atrocity: Servant Leadership as a Way of Life

Servant-Leadership, Forgiveness, and Social Justice by Shann R. Ferch represent chapter eleven of the book we are using as a guide, Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

Servant Leaders understand the concept of forgiveness and with each new day work towards the consciousness of forgiveness of one’s own shortcomings and the shortcomings of others so that they may see the heart of people in everyday living. Forgiveness is paramount to the Servant-leader as it improves relationships of all kinds and types and brings out the best in people.

The on-going expansiveness and unfolding of a servant-leader are that they desire to honor all of the relationships that they are involved with and see those relationships as sacred. I certainly appreciate how the author combines the construct of forgiveness with servant leadership and social justice.

I believe Dr. Ferch hit the nail on the head when he argued that the more traditional ways of leading fail to take into account people’s emotional and spiritual wellbeing. BAM! These types of leaders fail to consider their own emotional and spiritual wellbeing much less anyone else’s and this type of atmosphere (culture) is a breeding ground for the elitist mentality. In the end, these leaders, however well meaning, end up leading from a different energy than from the heart of a serving leader.

This is where Servant Leadership can help. Organizationally speaking, Ferch puts it this way, “The idea of servant-leadership…can be seen in movements that have brought dead organizations back to life, and reconciliation and healing to nations deeply wounded by human atrocities.”

Other noted scholars in Servant Leadership acknowledge that as a part of this sacredness, just as Greenleaf did, listening is paramount to the Serving Leader. Listening aligns behavior and cognition with everyday activities and is most effective when connecting with others, and involves a give-and-take relationship. Through the act of listening, and providing feedback, relationships develop and mature, creating more servant leaders.

Kouzes and Posner found that empathy is critical to effective leadership; along with listening, empathy, and trust, servant leaders make organizations functional and influence others within the organization. Greenleaf claimed servant leaders have an unqualified acceptance and a tolerance of imperfection. Empathy allows the followers to expand consciousness and recognize their acceptance for who they are. Taken together, listening, empathy and trust allow servant leaders to facilitate relationships and demonstrate attributes such as trust, integrity, accountability, and authentic concern for people.

Empathy, listening, and meaningful dialogue is critical for Servant Leaders developing a higher, more evolved consciousness that seeks to heal one’s self and others so that the Servant leader is better and by extension, the organization in which these Servant Leaders work.

What can be found as a result of empathy, listening, and meaningful dialogue is reconciliation, as Ferch says, “…the deeper restoration that is the result of a disciplined and unflinching look at the wrongs we do to one another.”

Ferch is so right when he argues that Servant leaders can invigorate organizations through a culture of acceptance, empathy, and relational justice. More than that, when this energy is present, forgiveness is a part of the cultural landscape of the organization where it can be asked for and granted, and the Servant Leader models such behavior.

Phew! Powerful stuff, right?

At the end of the day, if we, as Servant Leaders, can incorporate these ideas into our thinking and heart space, we can create and sustain the joy for ourselves and others. Moreover, most certainly, we can create this in our organizations (where we spend so much of our daily lives) so that we work with joy, calling to a higher purpose, and personal meaning. In this way, we all are free.

To Forgiveness,

Dr. Crystal

4 Premises of Theology Concerning Servant-Led Institutions

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Towards a Theology of Institutions by David Specht and Richard Broholm represents chapter nine of the book we are using as a guide, Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

I think it is befitting that after the presidential debate that took place last night, that this chapter speaks about this particular moment in time being both a terribly auspicious and an incredibly exciting moment to be exploring Servant-Leadership and Robert Greenleaf’s call for a theology of institutions. While there are innumerable opportunities for leadership to fail, some failures are particularly grievous, for, in each instance, they appear to reflect a fundamental lack of clarity on the part of those in leadership about what and whom they were holding in trust.

Today, we are facing a level of dispiritedness and lack of confidence in the commitment and capacity of public institutions, private institutions, and leaders that are unmatched. At the same time, is it also an exciting and provocative time to explore the lively intersectionality of the human spirit, sacred tradition, leadership, and institutional life.

Robert Greenleaf realized in the 1970’s, the necessity of existing institutions recognizing and adopting servant-leadership as a way of life and leading. We are in desperate need to understand and adopt servant-leadership in our institutions, both socially and politically in today’s atmosphere.

To that end, Specht and Broholm offer four theological premises for those who would hold organizations in trust. Let’s recap each.

Premise #1: Institutions Are a Part of God’s Order

Decent humanity and basic human respect are inextricably tied to and not separate from its social and political institutions.

Premise #2: God Loves Institutions

All faith and spiritual traditions understand that God’s love is universal but also the true essence of God’s intimate concern for each of us as individuals. Servant Leaders understand that rooting ourselves in the premise that God loves institutions (even in their mess) is an essential basis for the compassionate regard for organizations and institutions that enable us to hold them in trust.

Premise #3: Institutions are Living Systems

The affirmative belief that institutions are whole and living systems allows us to see first that institutions are alive and that institutions are systems. As such, they are wholly and completely interdependent on the evolving world around them, both impacting and affecting everything around them. The authors put it this way, “A fundamental mindfulness discipline of healthy organizations and institutions is maintaining a consistent awareness of these two dimensions of the institution’s utter interdependence with the world around it: both its fundamental dependence upon the world and the inevitable intended and unintended consequences of its decisions and actions upon that same world.”

Premise #4: Institutions are Called and Gifted, They are Fallen, and They are Capable of Being Redeemed

These premises hold three important theological assertions concerning the nature of institutions that stand in their own right and are interdependent on one another. As called and gifted institutions, they are called here for a reason. They are intended to represent instruments of God’s healing and reconciliation and to serve the common good, and good things are expected of them. Institutions are fallen and prone to inflating themselves, displaying disrespect and forgetfulness for its membership, and act in ways that neglect of harm the common good. In this way, institutions are capable of both great good and immeasurable harm.

Fundamentally speaking, holding an institution in trust, particularly around its brokenness, and in recognition of the realities mentioned above- that it is gifted and called, that it is fallen and that it is capable of being reawakened to its absolute best and evolved consciousness for the good of its people. Each of these premises can coexist simultaneously as possibilities within the life of institutions, each presenting in great measure, at any given moment in the life of an organization.

To human decency and respect for one another,

Dr. Crystal

 

6 Positive Phrases Servant-Leaders use when Listening

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“There is a difference between listening and waiting for your turn to speak.” ~Simon Sinek

Since there was so much good information in chapter eight, Servant-Leadership Characteristics in Organizational Life by Don DeGraaf, Colin Tilley, and Larry Neal, I decided to blog again on this chapter from the book we are using as a guide,Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

Of the ten core competencies of Servant-Leadership, the foundational competency is listening. Not just listening, but authentic listening. That’s why is it the first core competency because it serves as the vehicle through which the other competencies can be nurtured. Servant-Leaders understand that great leaders are good communicators who can speak eloquently and more efficiently, but they are excellent and empathetic listeners.

One way that Servant-Leaders can develop listening skills is to practice reflective listening. Reflective listening includes three components;

  • Nonverbal clues: Learning to be aware of nonverbal communication in yourself and others
  • Understanding the content: Understanding the speaker’s main ideas and checking them out
  • Understanding feelings: Listening for and being aware of the feelings a person may have when communicating

And if you are like me, you’ve had to learn that remarks like, “I see” or “Oh, really,” or “You did?” are noncommittal responses and is not considered reflective or empathetic listening! Door-openers are responses that engage the person speaking and makes you an active listener. For example, below are some door-opening phrases that are either positive phrases or killer phrases. See if you have ever said any of the phrases.

Positive Phrases                                                                                 Killer Phrases

Keep talking, you’re on track.                                             The problem with that idea…

Keep going.                                                                                It’s not a bad idea, but…

I’m glad you brought that up.                                             You haven’t considered…

How can we build on that?                                                   We’ve tried that before.

That’s an interesting idea.                                                   You don’t understand the problem.

Let’s try it.                                                                                Has anyone else ever tried it?

Servant-Leaders understand that when we actively listen and use the positive phrases rather than the negative ones, we confirm for the listener that we hear and feel what they are saying. And don’t we all want to be heard and understood?

My son participated in an assignment this week whereby he brought the REAL BABY home. It was a part of his home economics class, the Real Baby Simulation Experience. It was fun. And he was tired. I got the chance to actively listen to him as he was frustrated at certain points of the experience where the baby was fussy. I stayed the course with him and listened quietly.

I offered him suggestions and coached him through it. He told me he could handle the baby through the night. And he did. He never came to get me. The next morning, he was so proud of himself. He did it! And I am proud of him too! He was actively listening for the baby’s cry and immediately began figuring out what the baby’s needs were. He was attentive and caring.

I always thought he was a loving child. And even as a teenager (and the teenager-ish attitude at times), his compassion, and authentic love showed through in his care and concern for the Baby. What a great experience for him…..and for me too!

To Authentic Listening,

Dr. Crystal

11 Tips for Servant-Led Collaborations

“When an organization knows its Spirit, it can lead itself from within…Organizations need a strong sense and conscience, a strong awareness of self, Who are we? What are we trying to do?”

~ Margaret Wheatley, Author of Leadership and the New Science

Anatomy of a Collaboration: An Act of Servant-Leadership by Wendell J. Walls represents chapter seven of the book we are using as a guide, Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

Wendell J. Walls provides us with a fascinating story of how two organizations come together to host a joint conference (summer of 1999), and how they would forge this perfect union, a partnership, between the two of them; the Greenleaf Centers for Servant Leadership and the Community Leadership organization.

As the old saying goes, “It’s all about timing” and as it were, at the time of writing this blog and reading this fascinating story, a board of directors that I sit on is in its initial conversation with another organization (of like-minded souls) to merge conferences in 2017. Coincidence, you say? Nope.

Everything ALWAYS works together for what you need at the exact and perfect time. I am printing this article to take to the next board meeting.

So Walls takes us through the journey; how both organizations moved to Indianapolis, how the two CEO’s got together (Walls and Larry Spears) and really connected with their organization’s work and future, both professionally and personally, and one day during a conversation Spears and Walls was having at a pub on the north side of Indianapolis, Spear says, “What do you think about doing a joint conference?” to which Walls replied, “Sounds like a good idea to me.” And so was born the idea, really a new consciousness of collaboration, between the two organizations.

That’s how it happens.

Collaboration is born out of two people or two organizations (or several organizations) who have the same consciousness of Servant-Leadership. Both sides (or all sides) come together and realize it all about service. Walls said about the collaboration, “It is my belief that this collaboration reflected a consummate act of servant-leadership by the two organizations via their staff and the board leadership.” This example provides us, and me in a perfect way, with a model for effective institutional collaboration.

What I really thought was dead on in Wall’s article is that he talked about how, in the midst of planning the focus was on if the two organizations came together because of a finance issue or even if the collaboration was about a merger or take-over. Funny, how the energy of fear always races in first….

But because Walls and Spears and their organizations are both servant-minded in nature, there existed a spirt of collegiality right from the start. And this my friends, will always take an idea or a thought to the next level. Walls goes on to say how several positive ways of operating assisted the collaboration along the way; meaningful communicating, putting the hard stuff in writing early, accepting differences and similarities, navigating crisis together, and facilitation as an equal part of collaboration.

Walls talks about the synchronicity of it all and how successful the conference was. He mentioned the book by Joe Jaworski (I ordered this morning on Amazon) called Synchronicity. And I believe just like Walls does that the entire collaboration was meant to be, because that’s what synchronicity is about, “when things come together in an almost unbelievable way in our lives; high energy, coherence, a deep sense, of satisfaction, distributed leadership, and highly significant results.” Wow.

I am so excited that this article would *fall in my lap* just as the exact time that I would need it. I am inspired by the possibility that lies in front of me; to be a part of a collaboration that will, in the end, serve and heal the two organizations themselves and to be a beneficial presence to the people the two organizations serve.

Walls gives us 11 tips when considering collaboration. I’ll type this up separately to present to the board. Here is a re-cap of each.

  • Builds relationships at every opportunity. These relationships can be the gateway to future collaborative projects.
  • Allow the time and space for ideas to come forth. This could be quiet times or Aha moments. Ideas always come as a result of great communication and listening.
  • Collaborate just because it’s the right thing to do. There’s no need to wait for a problem to occur which then we believe a collaboration will solve.
  • There will be risks. Take them. No risk, no reward.
  • People fear loss, not change. Realizing this early on helps to ease the feelings of loss.
  • Frequent face-to-face meetings are a must. Emails, phone calls, and texts alone will not get it.
  • Put all of the firm stuff in writing immediately, Then, let the collaboration form organically as you move along.
  • Differences are a great path of creativity, discovery, and change. Spend time understanding differences between one another (or between organizations).
  • There’s nothing better than a crisis to seal a strong collaboration. Don’t fear it. Embrace it.
  • For the health of the group, engage in facilitation. If there is no independent facilitator, then facilitate for one another.
  • If in doubt, charge ahead. It will be worth the effort.

I wrote a blog post about a year and a half ago on collaboration. It was my most-viewed post in the history of my journey to share my message of Servant-Leadership (2,656 views). That was a clear indication for me that people and organizations realize the important of collaboration.

I like that Walls spoke on Stephen Covey’s 4 roles of leadership. Covey talked about them at the conference. He said that the leader must be a model of credibility, diligence, and the spirit of servant-leadership first and foremost, the leadership role is about pathfinding; wherein a vision is discerned, the alignment of values between organization must be institutionalized, and the fourth role (which is the fruit of the first three) is to empower the people.

I have been fortunate enough to be a part of many community-based and organizationally-based collaboration projects where we empowered the people around an idea. It’s hard work. Collaboration is about building relationships. They are about stepping into the unknown together and making dreams come true. They are about manifesting something into being. They are about leaning into and recognizing synchronicity when it happens. And when it all comes together, oh how sweet it is…

To Collaboration,

Dr. Crystal

 

4 Values of Servant-Led Organizations

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There is nothing wrong with creating greater shareholder value or making a profit in your company… …However, there is something wrong when a Fortune 500 company doesn’t consider that its primary mission should be to exist for the sake of others, and not just for the sake of others in their exclusive shareholder family, but for the sake of making this world to the least and the last a better place.”

— Dr. Tony Baron, The Art of Servant Leadership

On the Right Side of History by John C Bogle represents chapter six of the book we are using as a guide, Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

In this chapter, Bogle provides us with a captivating overview of the Vanguard Group, a mutual fund organization that has, since its inception, used the principles and philosophy of Servant-Leadership to make it a leader in the mutual fund industry. Bogle argues that Vanguard’s principles of creating a corporate environment that encourages its staff to do the right things in the right way have placed them on the right side of history.

It’s fascinating to read the story of the Vanguard Group and how they have surpassed their competitors in the industry by fostering a single focus on serving their fund’s shareholders. creating and maintaining an attitude towards low costs, and utilizing conservative investment strategies and concepts. Operating under the Servant-Leadership philosophy, the Vanguard Group enjoys assets topping 400 billion, cash flow at 50 billion, and switching to a no-load distribution in 1977, making the Vanguard Group that segment’s largest unit.

How do they do it?

Bogle takes ideas from Greenleaf’s essay, Building a Model Institution that provided the wisdom and vision for what has manifested at the Vanguard Group. Here is a re-cap of each.

Distinguished Serving Institutions

Employees who accept the challenge of discipline to operate in a higher consciousness are lifted to a nobler stature and are more effective. They are likely to achieve greater with less discipline in the workplace.

An Understanding of Leadership and Followership

Everyone in any institution is part leader and part follower. It follows that those employees that are natural servant leaders are the ones that should be empowered to lead.

Organizational Structure

Organizations that place an importance on organizational structure and culture understand how power and authority are handled. In this way, a discipline towards helping employees accomplish their goals for themselves and others make for a successful organizational structure. The Vanguard Group places the most power and authority with the fund shareholders rather than the managers. In essence, the collective power rests in the hands of those Vanguard serves.

The Need for Trustees

The Vanguard Group understands the need for trustees. That is those persons in whom ultimate trust is placed. These persons are objective, unattached persons that stand apart from the organization offering a detachment commitment that insiders.

Not only are the above-mentioned characteristic vital to the success of the Vanguard Group, but so is foresight and caring. Foresight is crucial to leaders to navigate the unknown. Foresight is about operating with a sense of purpose and objective, moving toward and embracing the unknown and harnessing the talent to manage the process for reaching new goals. Finally, the third is to have people who care about the organization.

Bogle puts it this way, “the institution must be the object of intense human care and cultivation. Even when it errs and stumbles, it must be cared for, and the burden must be borne by all who work for it, all who own it, and all who are served by it, all who govern it.”

At the end of the day, “the Vanguard way” is about creating extra value for its investors and indeed, their peers recognize this value advantage. Others in the industry didn’t pay attention until 10 years after the Vanguard Group’s success was noticed. And, they are being copied, but not with much enthusiasm.

Amazing…..

Servant-Leadership is on the right side of evolving corporate history and the policies and procedures, that is, the consciousness that Vanguard adopted a quarter-century ago makes them a valuable Servant-Led institution today. To learn more about the Vanguard Group, click here.

 

To Servant-Led Organizations,

Dr. Crystal

 

10 Core Competencies of Servant Leadership and Philanthropic Institutions

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You cannot buy engagement, and you will pay for disengagement.”

Adele du Rand, Professional speaker

Servant-Leadership and Philanthropic Institutions by John C. Burkhardt and Larry C. Spears represent chapter five of the book we are using as a guide, Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

In this chapter, Burkhardt and Spears discuss the ever growing and evolving field of philanthropy including the ever changing society in which these institutions seek to serve. Robert Greenleaf had some ideas about the roles of service and leadership within philanthropic institutions and he believed, as I do, that service and leadership and interdependent, symbiotic and connected.

They mention the characteristics of servant leadership; Listening, empathy, healing, persuasion, awareness, foresight, conceptualization, commitment to the growth of the people, stewardship, and building community with regard to and in alignment with philanthropic institutions. Here is a re-cap of each.

Listening

Philanthropic institutions must show the way forward and listen not only to themselves but to listen, and even amplify the voices of those they serve that go unheard.

Empathy

Foundations and other grants-making organizations must be ever careful that within their role of judging grant proposals (most times way more than they can fund) that they don’t lose sight of the people who have a need and to maintain this empathetic connection between the people who have the influence and the people who are being served.

Healing

Healing in this context refers to the healing of one’s self first. Greenleaf challenged us to heal internally from the isms in the world (racism, sexism, etc.) and to provide access to opportunity, promote and engage in peace, and to build community. He said these efforts cannot happen if we have not addressed them both internally and externally. Indeed, philanthropic institutions have the responsibility in the ongoing press of reconciliation.

Persuasion

Foundations must rely on leadership that works by influencing people through moral power and not through coercion and positional authority.

Awareness

Philanthropic institutions must rely more on the awareness of perception to a greater level than ever before. Greenleaf spoke about the leaders as the seeker and in the grants-making world, awareness is a more evolved way to work (and judge grant proposal) rather than to just rely on objectivity, detachment, and expert knowledge. Awareness is at the next level of consciousness than these.

Foresight

For philanthropic institutions, foresight is the most important servant leadership characteristic to possess for just as the original donor employed foresight in leaving an endowment and/or money for the future of service, the institution must commit to resources now, not thinking about the present day but using foresight considering the future of its work and service.

Conceptualization

Conceptualization is about grant-making institutions making meaning of its work and service to society. In this context vision and conceptualization are seen as a process in which the leaders and followers arrive at the decision together. Conceptualization should be seen as the way for the institution and not merely a skill of the leader.

Commitment to the Growth of the People

As philanthropic institutions shift their consciousness from seeing its philanthropic investments as commitments to the people, rather than the problem, they will perceive their work in a different way, a new conceptualization. And Greenleaf called this new way of seeing it as a “high calling.”

Stewardship

The role of philanthropies is to, as Peter Block said, “hold something in trust for another.” What this means is that wealthy individuals gave their wealth to trusted organizations to act responsibly in serving and healing the world. Stewardship must directly impact the decisions that institutions make as stewards of endowments. In other words, keep the original vision of the endowment while operating in today’s context of need, all for the people.

Building Community

Philanthropic institutions must work together in purpose and as clear vehicles of internal cohesion if they are to be of service. Greenleaf says it plainly, “Am I connected?” Modern philanthropic institutions must live and work in a holistic and integrated way so that that remain, “On the growing edge of the contemporary phase of history but still connected to the main body of people and events. This is what community building is all about, staying connected to the people.

 

At the end of the day, philanthropic institutions and organizations have the greatest challenge as they serve and heal the world. Their challenge is to set the intention (create a vision) for their communities that go far beyond their approach, creating access for people, and contact. It’s all about engagement. Burkhardt and Spears put it this way, “The sense of community envisioned by Greenleaf does not tolerate much self-interest, nor does it provide much in the way of shelter from real relationships, with real people in real situations.

 

To Engagement,

Dr. Crystal

 

3 Questions to Consider as a Servant Leader

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 “Any time people want to focus on my work, servant-leadership, or other values as a way to get better results it’s critical to start from the right place. You sincerely have to start with what you yourself are wanting to become, the being and becoming of you.”      ~James Autry

Love and Work by James Autry represents chapter four of the book we are using as a guide, Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

In this chapter, we get a glimpse into James Autry’s perspective on Servant Leadership, love, and work through an interview he had with then president and CEO of The Greenleaf Center for Servant Leadership Larry Spears and John Noble, the then director of the Greenleaf Centre-United Kingdom.

After 28 years in the management field, Autry provides us with real insight into what he’s learned about what makes a servant leader and what makes a great workplace. The interview included many questions. I chose three that resonated with me and hopefully they will resonate with you. Here is a re-cap of each.

What are the markers in your life, the people, and events that have helped shape your thinking?

Autry believes that everything is connected and interrelated. That is every experience, and every relationship is connected and they all point in the same direction. He said that he learned later in his business career that the most effective managers were those who were thought of as the weakest by higher management. He says he tried to manage from the old hierarchal attitudes and it just didn’t work for him.

The beginning of his transformation happened when he heard a speech by Bob Burnett, the CEO of the Meredith Corporation. Burnett claimed that “the most important thing is love,” and this statement forever changed Autry’s perspective of leadership in the corporate world. Indeed, he had never heard of managers and CEOs using the word lovein the business world. So, Autry let go of his old ways of managing and over time saw improvement. Autry argues that when he shifted his consciousness and started supporting people and building community within the workplace, the company went from 160 million in revenues to 500 million!

What does servant-leadership mean to you?

Autry doesn’t hardly ever use the term servant leadership but rather he pairs it with terms like being useful and being a resource. He believes that a leader’s responsibility is to provide the resources necessary for the team to accomplish their objectives and he understands that the principal resource of the people is you, the leader. The leader must serve the people. He says there are 5 precepts that he lives by; project authenticity and vulnerability, be present, be accepting, and see your role as being useful, as being the servant.

Wow!

If every CEO, manager, and employees saw themselves as caring and serving to one another, the corporate world would be different and the profit we so want to make would show up bottom line. Every.Single.Time.

What is your sense of how a leader gets better at developing a servant’s heart, and how to view oneself as a servant to others?

This is the most powerful question asked. Autry’s response was, “To me, the road to servanthood has to be almost by definition, a road away from ego. We could shift this over to Buddhism and say path of heart– the path of heart, the move to a servant’s heart is a move away from ego. I think it has to be done in the context of one’s own spiritual development, spiritual growth, and by reading other spiritual disciplines, and picking people you think are spiritual heroes, those who emulate how you would like to be and following these models, letting them be mentors.”

One such person for me, one that I see as a mentor, although I have never met him, is David Berry. I am not exactly sure when I started reading David’s blog, but his message instantly struck me as real and authentic, caring and compassionate, spiritual and in-depth. He’s a great writer and his message is substantive. You never leave his blog post without a call to action for your own life.  Whether that is in your personal life or your professional life as a leader, David always inspires and encourages us to greater and better heights within ourselves. I think he is a servant leader.

His blog this week, The Story of Self perfectly aligns with our discussion here. You should read it and think about your own values, strengths, limitations, and purpose. And then write them down. I did. It’s empowering. Servant Leaders understand that this self-work is critical and worth every ounce of effort.

To Love and Work,

Dr. Crystal

 

4 Ways Boards of Directors Use Servant Leadership

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The Board Chairperson is like the moon shining by a light no less spectacular because it is only reflected. This kind of chair never forgets that the conductor doesn’t make the music.”

~John Carver

The Unique Double Servant-Leadership Role of the Board Chairperson by John Carver is chapter three of the book we are using as a guide, Practicing Servant-Leadership: Succeeding Through Trust, Bravery, and Forgiveness by Larry C. Spears and Michelle Lawrence.

John Carver provides an excellent discussion and a sort of paradigm shift on the role of the board chairperson and the role of the board as a group in his chapter on servant leadership. Having served on several boards of directors in the past, I am always refreshed by Carver’s no-nonsense concepts for boards and their chairs and how eloquently and transparently Servant leadership serves as the way for boards to operate to better serve the people and the organization.

Carver argued that boards of directors are in trouble and have been in trouble for years. He quotes Peter Drucker in 1974, Harold Geneen in 1984 and the Danforth Foundation report in 1992 indicating that boards are primarily nonfunctioning. Geneen complained that about 95% of the top 500 companies in America’s boards are not doing what they are supposed to do – morally, ethically, and legally.

And that they couldn’t, even if they wanted to.

In this vein, Carver proposes four ways that boards can shift in consciousness to become a functioning board. Here is a recap of each.

Transformation Toward a Substantially New Institution

Carver created a program called Policy Governance®  model which sets a new course for board leadership that aligns with Robert Greenleaf’s vision to, “invite people to consider a new domain of leadership grounded in a state of being, not doing.” Servant Leaders understand that leadership and service are not something you do, rather it is an expression of being. Transforming toward a new institution is not about organizing a better agenda or more fundraising. It is about a deeper level of consciousness whereby leadership at a high level concerns itself with values- the importance of life, commitment to life and the tradeoffs of a life of service.

Governing boards have to be able to combine the ideas of technology and values to connect as Carver says who we are and what we can do. The compelling question that John Gardner asks us as servant leaders is, “Do we have it in us to create a future worthy of our past?” Board leadership must integrally mean the phrase, “on behalf of” to every single motion, vote, idea, action, and plan to act on behalf of others. Indeed, the best of board governance is possible when it includes the concepts of servant leadership.

Where Servanthood Begins: Fidelity to the Organization

Board leadership should always operate under the awareness that it is to be an owner-representative. This means that the board understands that if they are operating on someone’s behalf, they should know who that someone is. And that the board’s role consists of an intimate relationship with those owners, not the relationship to staff. Carver argues that the board is a servant to the owners. In this way, the board takes it upon themselves to know what the owners want before it decides on what the organizational goals should be. The owners should expect that a board operating on their behalf know about them, better than they know about themselves regarding the organization and the matters at hand. As a Texas legislator said one time that sums it up, “I vote the way my constituents would vote if they knew what I know.”

The Discipline of Leadership

Carver discusses the concept called the problem of agency which is defined as using one’s own judgment on behalf of someone else. The challenge with the problem of agency is that an agent has to be able to subjugate their personal needs in the service of the other. This is what servant leadership is about. Board members who are Servant Leaders know that when they take their seats, a transformation must take place wherein they are the vessels through which others dreams, decide, vision, and intend. De Tocqueville’s experiences capture the point beautifully. Citizens, he said, got involved in their local civic organizations first out of self-interest, yet as they became keenly aware and mindful of their public responsibility, they began to transcend their self-interest to other interested. This is the transformation board members must engage in as Servant Leaders.

Another crucial point for board members to remember if that as Servant Leaders, board members must transition from an operational mindset to a governing mindset. To not make this transition will cripple the board. Operational behavior does not serve the board of directors, rather a conceptual mindset is what is needed. Greenleaf referenced this when he said, “Leadership, in the sense of going out ahead to show the way is more conceptual than operating.” It is necessary for board members to become conceptual people who envision a world that isn’t, rather than think and operating from a world that is.

I have been on boards where it was our goal to recruit members with a certain skill set, say, for example, an attorney, an accountant, etc. to make sure we would have the skills on the board that we needed. But, that can work against a board. Carver says that board should learn to use experts to inform the wisdom of the board but never to substitute for it. Wow! Boards have to take responsibility as a group and not lean on one skill set to save themselves from their group responsibility. There is a huge difference in board-as-expert-collection from the board as responsible servant leaders for an ownership.

From Responsible Individuals to Responsible Boards

Lastly, Carver points out that it is not enough for trustees to be servant leaders individually. Doing so is not conducive to creating a servant leadership group. He says that boards can easily be incompetent groups of competent people, untrustworthy groups of trustworthy people, and cruel groups of good-hearted people.

Bam! I had to read that twice!

Greenleaf reminded us that servant leaders role as board members is to act as a unitary body. It’s all about working as a group. Carver says there is a simple way to test this. He says that any board that authentically works as a group will tell its CEO when we speak as individuals in or out of board meetings, you never have to pay attention to any of us!” Working as a group of board members allows boards to delegate clearly and powerfully to a CEO. As Carver point out, board members must speak with one voice and one voice only. A chairperson’s authority must come from a group decision. This is not to say or imply that there will always be unanimous votes, but that if the mindset and consciousness are not spoken as a group it hasn’t spoken at all.

Carver pulls us on the carpet as board members regarding our consciousness and ways of working for the organization and the owners. He uses Servant Leadership as a guidepost for how we can radically shift the way we see our role as board members. This chapter is right on time as I have just accepted a board position with a state coalition. These concepts and ideas are here to remind me of my goal as a servant leader with this board.

Caroline Myss, in her book, Invisible Acts of Power: Channeling Grace in your Everyday Life puts it this way, “We must come to terms with our personal agendas and desires while on the path of impersonal, spiritual service. Our task is to infuse our action with all our faith and belief in its goodness and release it into the universe to do its invisible work.”

 

To Boards That Serve,

Dr. Crystal