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Leading on the Edge & Managing IT
                      Departments


Leading on the Edge, by Dennis Perkins is
a book about the management lessons
learned from the 1914 Ernest Shackleton
Antarctic Expedition.
Those lessons are directly transferable to
the management of a software
development team.



                                   Niwot Ridge Consulting
                                   4347 Pebble Beach
                                   Niwot, Colorao
                                   www.niwotridge.com
The Voyage of the Endurance
    In 1914 the explorer Earnest Shackleton boarded the Endurance with his team of seamen and scientists,
    intent on crossing the unexplored Antarctic continent. Endurance left England in August, while
    Shackleton staid behind to raise more money. Shackleton joined the ship in Buenos Aires, and then
    sailed to the whaling station Grytviken in South Georgia.
    On December 15, they sailed on with extra clothing and a great deal of apprehension, since they received reports of
    thick ice moving north. As the ice thickened, the going became more difficult. As the ship rammed through the ice floes,
    Shackleton became worried by the lack of progress. They wormed their way through a “gigantic and interminable jigsaw
    puzzle devised by nature.”
    On January 19, 1915 the ice of the Weddell Sea closed around Endurance and they were trapped. Working with picks,
    saws, and hand tools, the expedition made two attempts to break free. On February 24, they resigned themselves to
    stay on board and winter over.
    On October 27, 1915 Endurance was finally crushed by the ice. Shackleton proposed to head toward open water by
    marching across hundreds of miles of pack ice, pulling the life boats and supplies. After two days and a distance of less
    than two miles, the men found a large ice floe and made camp. They agreed to stay on the flow until the drift ice carried
    them closer to Paulet Island. They stayed on their ocean camp until the end of December.
    In April of 1916 the ice opened up and they were able to launch their boats. For 5 ½ days they rowed to a rocky spit of
    land named Elephant Island. After 497 days they reached solid ground. With food supplies running low they decided to
    split the crew in half and sail further on to South Georgia Island, 800 miles away. On May 10, after 16 days at sea, they
    landed on South Georgia Island. The bad news was they were on the wrong side of the island and took an additional 3
    days to traverse a glacier to reach the whaling station.
    After three attempts at rescue on Elephant Island, Shackleton reached the stranded crew at the end of August, 1916,
    128 days after launching the boats from the ice floe. 634 days after departure from South Georgia they had returned. All
    survived with a unique level of caring and camaraderie.
    “When disaster strikes and all hope is gone, get down on your knees and pray for Shackleton” – Sir Edmund
    Hillary.

2
10 Lessons from Shackleton

    Vision and Quick Victories
    Symbolism and Personal Example
    Optimism and Reality
    Stamina
    The Team Message
    Core Team Values
    Conflict
    Lighten Up!
    Risk
    Tenacious Creativity
3
Vision and Quick Victories
    Never Lose Sight of the Ultimate Goal, Focus Energy on Short Term Objectives.

               Leaders must channel energy towards both short term and long term
               goals.
               Long term goals are distant and uncertain but still critical to the success
               of the team.
               Do Something in the Short Term!
                   Cause the team to move by engaging them in productive work.
               Look beyond your own needs for action.
                   Focus on vision and decisive team actions.
               Overcome uncertainty with structure.
                   Order and structure are effective when there is nothing else to do.
               Create engaging distractions.
                   Teams are built by sharing the daily chores of operations.




4
Symbolism and Personal Example
    Set a Personal Example With Visible, Memorable Symbols and Behaviors.


          Give the right speech.
             When the situation is dire, the right words are striking.
          Use vivid symbols.
             We all make mistakes, fix them and move on.
          Be visible: Let people see you leading.
             Demonstrate through actions as well as words that leaders
             “do their duty.”




5
Optimism and Reality
    Instill Optimism and Self-confidence, but Stay Grounded in Reality

       Cultivate optimism in yourself
           Shackleton's family motto – Fortitudine Vincimus (By endurance
           we conquer)
       Spread the spirit of optimism
           Research clearly shows optimist do better than pessimist
       Build the right team “optimism quotient”
           Put the right team members in the right job
           An individuals tendency toward optimism or pessimism is just as
           important as skills, knowledge, or ability.
       Know how to “reframe” in a tough situation
           The Chinese character for “crisis” is made from two characters:
           danger and opportunity
       Stay grounded in reality
           Optimism is important but denial is deadly


6
Stamina
    Take Care of Yourself: Maintain Your Stamina and Let Go of Guilt


       Look out for yourself as well as your crew
          Effective leaders have high energy levels, stamina, and the
          ability to deal with stress
       Beware of “summit fever”
          Avoid target fixation
          Provide periodic “process check” meetings
       Find outlets for your own feelings
          Enlist the support and guidance of those around you
       Let go of guilt – learn from mistakes
          While mistakes should be avoided dwelling on them simply
          compounds the problem


7
The Team Message
    Reinforce the Team Message Constantly: “We Are One – We Live or Die Together.”


             Establish a shared identity
                 Value statements
                 Shared outcomes, risks, and rewards
             Maintain the bonds of communication
                 Personal communication is mandatory for a successful team
             Keep everyone Informed, Involved, and Thinking
             about solutions
                 Information really is power
             Leverage everyone’s talents and deal with
             performance problems constructively
                 Team effectiveness is never advanced by overlooking
                 individuals who fail to pull their own weight
8
Core Team Values
    Minimize the staff differences and insist on courtesy and mutual respect


      Minimize status differences and special privileges
          Rigid stratification is not conductive to teamwork
          “We’re all in this together” must be believed by the team
      Insist on mutual respect and courtesy
          Leaders who want team members to care about each other
          need to model that behavior themselves.




9
Conflict
     Deal with anger in small doses, engage dissidents, & avoid needless power struggles


              Deal with anger in small doses
                 Conflict is a pervasive element of any organization, especially
                 when limits are being pressed
                 Teamwork tends to drive conflict underground
                 Be proactive about dealing with conflict
                 Create an effective process to encourage the team to surface
                 differences
              Engage dissidents
                 Identify groups or individual who undermine leadership
                 Keep them close by
                 Minimize their impact
                 Treat everyone, even the dissidents with respect
                 Set limits
                 Avoid the temptation to denigrate the malcontents
              Avoid needless power struggles
                 Pick your battles
10
Lighten Up!
       Find something to celebrate and something to laugh about.


     Find something to celebrate
       Build celebration into the culture
       Conduct both large scale and small scale celebrations
       Heartfelt awards are useful means for celebration
     Find something to laugh about
       Humor is an effective leadership tool
       Think funny
       Adopt a playful attitude
       Be the first to laugh
       Laugh with, not at
       Laugh at yourself


11
Risk
                                    Be willing to take the BIG Risk


     Never take an unnecessary chance
        “A man sits as many risks as he runs,” — Thoreau
        Making times doing nothing is a big risk
     When a risk is justified, do not hesitate
        “You can not steal second base with one foot on first base,”
        — Jeremy Pottruck, Co–CEO Charles Schwab




12
Tenacious Creativity
                  Never Give Up – there’s always another move

     Encourage relentless creativity
       We are seldom surprised when things go wrong
       But when the pressure is on even little things cause
       great pain
       Continually reinvented ourselves and the team requires
       tenacious creativity
       Think the unthinkable, encourage others to do the same
       When a strategy fails, acknowledge it and find another
       When all the obvious moves are exhausted, keep
       looking for new ones
       Do not dismiss any idea, no matter how farfetched
       The unshakable belief that there is always another
       move will give you the energy to search for solutions,
       and creativity will give you the ability to find them
13

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Leading on the edge

  • 1. Leading on the Edge & Managing IT Departments Leading on the Edge, by Dennis Perkins is a book about the management lessons learned from the 1914 Ernest Shackleton Antarctic Expedition. Those lessons are directly transferable to the management of a software development team. Niwot Ridge Consulting 4347 Pebble Beach Niwot, Colorao www.niwotridge.com
  • 2. The Voyage of the Endurance In 1914 the explorer Earnest Shackleton boarded the Endurance with his team of seamen and scientists, intent on crossing the unexplored Antarctic continent. Endurance left England in August, while Shackleton staid behind to raise more money. Shackleton joined the ship in Buenos Aires, and then sailed to the whaling station Grytviken in South Georgia. On December 15, they sailed on with extra clothing and a great deal of apprehension, since they received reports of thick ice moving north. As the ice thickened, the going became more difficult. As the ship rammed through the ice floes, Shackleton became worried by the lack of progress. They wormed their way through a “gigantic and interminable jigsaw puzzle devised by nature.” On January 19, 1915 the ice of the Weddell Sea closed around Endurance and they were trapped. Working with picks, saws, and hand tools, the expedition made two attempts to break free. On February 24, they resigned themselves to stay on board and winter over. On October 27, 1915 Endurance was finally crushed by the ice. Shackleton proposed to head toward open water by marching across hundreds of miles of pack ice, pulling the life boats and supplies. After two days and a distance of less than two miles, the men found a large ice floe and made camp. They agreed to stay on the flow until the drift ice carried them closer to Paulet Island. They stayed on their ocean camp until the end of December. In April of 1916 the ice opened up and they were able to launch their boats. For 5 ½ days they rowed to a rocky spit of land named Elephant Island. After 497 days they reached solid ground. With food supplies running low they decided to split the crew in half and sail further on to South Georgia Island, 800 miles away. On May 10, after 16 days at sea, they landed on South Georgia Island. The bad news was they were on the wrong side of the island and took an additional 3 days to traverse a glacier to reach the whaling station. After three attempts at rescue on Elephant Island, Shackleton reached the stranded crew at the end of August, 1916, 128 days after launching the boats from the ice floe. 634 days after departure from South Georgia they had returned. All survived with a unique level of caring and camaraderie. “When disaster strikes and all hope is gone, get down on your knees and pray for Shackleton” – Sir Edmund Hillary. 2
  • 3. 10 Lessons from Shackleton Vision and Quick Victories Symbolism and Personal Example Optimism and Reality Stamina The Team Message Core Team Values Conflict Lighten Up! Risk Tenacious Creativity 3
  • 4. Vision and Quick Victories Never Lose Sight of the Ultimate Goal, Focus Energy on Short Term Objectives. Leaders must channel energy towards both short term and long term goals. Long term goals are distant and uncertain but still critical to the success of the team. Do Something in the Short Term! Cause the team to move by engaging them in productive work. Look beyond your own needs for action. Focus on vision and decisive team actions. Overcome uncertainty with structure. Order and structure are effective when there is nothing else to do. Create engaging distractions. Teams are built by sharing the daily chores of operations. 4
  • 5. Symbolism and Personal Example Set a Personal Example With Visible, Memorable Symbols and Behaviors. Give the right speech. When the situation is dire, the right words are striking. Use vivid symbols. We all make mistakes, fix them and move on. Be visible: Let people see you leading. Demonstrate through actions as well as words that leaders “do their duty.” 5
  • 6. Optimism and Reality Instill Optimism and Self-confidence, but Stay Grounded in Reality Cultivate optimism in yourself Shackleton's family motto – Fortitudine Vincimus (By endurance we conquer) Spread the spirit of optimism Research clearly shows optimist do better than pessimist Build the right team “optimism quotient” Put the right team members in the right job An individuals tendency toward optimism or pessimism is just as important as skills, knowledge, or ability. Know how to “reframe” in a tough situation The Chinese character for “crisis” is made from two characters: danger and opportunity Stay grounded in reality Optimism is important but denial is deadly 6
  • 7. Stamina Take Care of Yourself: Maintain Your Stamina and Let Go of Guilt Look out for yourself as well as your crew Effective leaders have high energy levels, stamina, and the ability to deal with stress Beware of “summit fever” Avoid target fixation Provide periodic “process check” meetings Find outlets for your own feelings Enlist the support and guidance of those around you Let go of guilt – learn from mistakes While mistakes should be avoided dwelling on them simply compounds the problem 7
  • 8. The Team Message Reinforce the Team Message Constantly: “We Are One – We Live or Die Together.” Establish a shared identity Value statements Shared outcomes, risks, and rewards Maintain the bonds of communication Personal communication is mandatory for a successful team Keep everyone Informed, Involved, and Thinking about solutions Information really is power Leverage everyone’s talents and deal with performance problems constructively Team effectiveness is never advanced by overlooking individuals who fail to pull their own weight 8
  • 9. Core Team Values Minimize the staff differences and insist on courtesy and mutual respect Minimize status differences and special privileges Rigid stratification is not conductive to teamwork “We’re all in this together” must be believed by the team Insist on mutual respect and courtesy Leaders who want team members to care about each other need to model that behavior themselves. 9
  • 10. Conflict Deal with anger in small doses, engage dissidents, & avoid needless power struggles Deal with anger in small doses Conflict is a pervasive element of any organization, especially when limits are being pressed Teamwork tends to drive conflict underground Be proactive about dealing with conflict Create an effective process to encourage the team to surface differences Engage dissidents Identify groups or individual who undermine leadership Keep them close by Minimize their impact Treat everyone, even the dissidents with respect Set limits Avoid the temptation to denigrate the malcontents Avoid needless power struggles Pick your battles 10
  • 11. Lighten Up! Find something to celebrate and something to laugh about. Find something to celebrate Build celebration into the culture Conduct both large scale and small scale celebrations Heartfelt awards are useful means for celebration Find something to laugh about Humor is an effective leadership tool Think funny Adopt a playful attitude Be the first to laugh Laugh with, not at Laugh at yourself 11
  • 12. Risk Be willing to take the BIG Risk Never take an unnecessary chance “A man sits as many risks as he runs,” — Thoreau Making times doing nothing is a big risk When a risk is justified, do not hesitate “You can not steal second base with one foot on first base,” — Jeremy Pottruck, Co–CEO Charles Schwab 12
  • 13. Tenacious Creativity Never Give Up – there’s always another move Encourage relentless creativity We are seldom surprised when things go wrong But when the pressure is on even little things cause great pain Continually reinvented ourselves and the team requires tenacious creativity Think the unthinkable, encourage others to do the same When a strategy fails, acknowledge it and find another When all the obvious moves are exhausted, keep looking for new ones Do not dismiss any idea, no matter how farfetched The unshakable belief that there is always another move will give you the energy to search for solutions, and creativity will give you the ability to find them 13