Building a High-Performance Pit Crew for Personal and Professional Success

1. Productivity Ethics Glenna Crooks, PhD. Glenna@glennacrooks.com July 18, 2019

2. Today’s agenda • The context • The Workshop • Case studies and free books • Questions welcome any time

3. Productivity Ethics? “I’ve fired only two people, a man and a woman. I did it because of their personal lives. They missed meetings, made mistakes, embarrassed the firm and cost our clients and the firm money. Attorneys have an ethical responsibility to keep their lives in good order, so they can show up and do their job right.” - my attorney

4. “Keeping life in order” supports ethical behavior Professional Codes Fundamental Principles Independence and objectivity Integrity and due care Confidentiality Professional competence Professional behavior • Association of Certified Professional Accountants • Chartered Institute of Management Accountants • Institute of Internal Auditors • State statutes or administrative codes

5. And now…for something completely different

6. Races are won or lost in the pit! Career = 150 Personal life = 139 I NEED a pit crew I need a GOOD pit crew Pit crews are NETWORKS …I’m ON pit crews!

7. Build a good pit crew • Good connections improve life • Bad connections harm life • Mismanaged connections overwhelm life • Connection ability is limited by the human cortex

8. The ACTSage way to build pit crews • Step 1: become AWARE of all your connections

9. Sage Networks

13. Career Network Challenges Role and Value Groups Internal company External company Career advancement • Other networks • Expected connectivity • Work conditions are hostile to knowledge-workers • Work-Life Balance flaws • Support your talents • Economic security • Make meaningful contributions

14. Family Network Challenges Role and Value Groups Family-of-origin Family today Former family Just-like family • Hypermobility • Smaller size • Divorce, remarriage • Women’s employment • Geographic separation • Dissolution of traditional “villages” • Genes, medical history • Keep you warm, safe, free from harm • Provide social contact • Create other birthright networks • Support coming-of-age networks

15. Health and Vitality Network Challenges Role and Value Groups Primary Healthcare Primary Dental Care Primary Vision Care Specialist Care Fitness Appearance • Primary Care access • Fragmentation • Lack of coordination • Cost • Time for fitness • Trivialize appearance • Enjoy longer life • Have better health • Improve wealth • Remain fit • Look good

16. Education and Enrichment Network Challenges Role and Value Groups School Enrichment • Quality in cities • Private education cost • Added roles and functions • Public funding for the arts • Time for enrichment • Learn what society believes is important • Explore your unique gifts • Prepare for work • Accommodate special needs and talents

17. Spiritual Network Challenges Role and Value Groups Religious congregations Personal spirituality • Declining membership • Intergenerational conflict within families • Hostility towards spiritual practices • Search for meaning • Support in difficult times • Celebrate milestone events • Mark time • Provide models of aspirational qualities

18. Social and Community Network Challenges Role and Value Groups Community groups Friends Family Friends Neighbors Social media • Few “commons” • Social media • Time to engage • Provide public health, safety, infrastructure • Improve community life

19. Home and Personal Affairs Network Challenges Role and Value Groups Primary residence Vacation home, investment property Valuables Financial Legal • Size and complexity • Multiple advisors • Support adult responsibilities • Helps acquire and protect assets

20. Ghost Network Challenges Role and Value Groups Friendly Hungry Role models Other • Can sabotage • Can help • Largely unknown • Creates lasting impressions • Can shape connections

21. The ACTSage way to build pit crews • Step 1: become AWARE of all your connections • Step 2: gain CLARITY about what you want and need

22. Gaining Clarity Connection Priorities Focus On Networks On connections in networks On life events and risks On life plans • Primary • Support • Transactional

23. The ACTSage way to build pit crews • Step 1: become AWARE of all your connections • Step 2: gain CLARITY about what you want and need • Step 3: TRANSFORM your networks based on what you learn

24. Transformation Methods Results Downsize and simplify Engage better support systems Delegate Communicate Make better plans and decisions Gain new insights • Select easy targets • Consider important targets • Pick large targets • Seek guidance • Deal with resistance

25. Case Study: Celiac Disease Inform 202 of 625 connections Assume Parents know all connections Have all contact information Require 30 minutes inform 100 hours,12 workdays

26. Case study: special educational needs Before ACTSage • Two kids with special needs, Mom leaves $250K job • 47 education-needs connections for one child • Struggle: do we engage $400/hr psychiatrist? After ActSage • Confront school • Fire 3 psychiatrists, replace with new one • Secure admission to special school • Hold school accountable • Mom goes back to work

27. Case study: let’s buy a mountain house with friends Before ACTSage • Just bought new home • Have longer commute • Fast-growing business • Two kids starting school After ACTSage • Lots of added work • Friends not experienced business people • Timeshare legal/accounting complexity • Risk of relationship rift over finances • Let’s rent a place instead

28. Case study: small-business growth Before ACTSage • Single woman, family caregiver • Only business owner in most networks • Friends sabotaging health After ACTSage • Pruned connections (carefully) • 3X business footprint in Philly • Negotiated better rent with landlord • Started 501(c)(3) • Connected with national media

29. Case study: best places to retire Before ACTSage • Relocate to retirement community • Relocate near children, grandchildren After ACTSage • Cancel relocation plans • Too daunting to rebuild networks • Opt for visits

30. Case study: age-in-place Before ACTSage • 18-month serious illness/caregiver burnout • Consider assisted-living After ACTSage • Strengthen 3 networks by filling gaps • Quarterly network analysis • At 24-months, 90 and independent • $125K savings in assisted living • $50K savings in Medicare ER visits

31. Wild Card Draw

32. Leave with a plan • What do you want to remember? • What will you do tomorrow? • What will you share with a spouse, partner, colleague, friend, coach, or…? • What else can I do for you today?

33. Questions Glenna Crooks, PhD. Glenna@glennacrooks.com July 18, 2019