The Limits of Planning

July 27, 2015

Like many Michiganders, I took a summer vacation. And as I always do, I planned the trip thoroughly ... from flights to sights to accommodations to restaurants, but still leaving a few details to spontaneity and serendipity.

This summer's trip was to Newfoundland, where winter was very grudgingly giving up its grip. Everything about summer was slow in coming, and the thousands-of-years-in-the-making icebergs that had drifted down from Greenland were several weeks later than usual to disappear off Newfoundland's coast.

It was a trip that once again reminded me of the limits of planning.

Understand, I am an ardent advocate of planning. First, I am my mother's son who would often say that "Happiness is having a plan." Second, I'm so obsessed with planning that I committed to writing two decades ago what should happen when I die, which actuarial tables inform me should be even longer than two decades in the future. 

But once again, all my planning for this vacation failed to provide its best moments. The best accommodation was the one I did not book in advance; the best restaurant was the one I had not heard of before we departed from Michigan; the best iceberg adventure was the one we had on our own after taking a wrong turn, not the commercial tours we took in groups. 

Planning is a necessary part of leadership and it is essential for the success of any enterprise. But so is staying open to hunches, going with your gut and learning from mistakes. This often makes for the most memorable vacations as well as the most meaningful vocations.

Gut Check

October 18, 2016

After nearly eight years on the staff of the National Federation of State High school Associations, I accepted the challenge of leading an effort by a private business to consolidate the insurance needs of high school athletic associations and to control their coverages and costs through a self-insuring pool. My assigned goal was to assemble at least half of the 50 states in this fund. The need was so great at that time for comprehensive general liability and directors and officers insurance tailored to the unique needs of state high school athletic associations, that the group was quickly assembled and launched.

My time leading this effort was brief. In spite of the program's immediate success and continued growth, I became uncomfortable. The discomfort was born and grew in the fact that while I was out meeting with states, decisions were being made back at the home office that I was not involved with or aware of. I began to feel used ... my credibility was bringing in business, but changes were being made without my input; and I feared for my reputation. After a year of this, I resigned the position. That was 1981.

Nine years later, the companies' CEO was terminated when it was discovered that he used the construction of a company headquarters office to build himself a new house at the same time, burying his home construction costs into the books of the companies' capital expenses. Seven years after that, the companies' founder and namesake went to jail for operating from 1984 until at least 1993 what was determined to have been a Ponzi-like scheme.

I listened to my gut which, long before my head, knew something was not right. In fact, my gut seemed on alert well before things went wrong. This has happened at other crossroads and dozens of less dramatic moments in my professional and personal lives.

In this time of increasingly complex and difficult decisions, both personal and professional, the gut may be a good guide for us all.