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JOE BURTON

CREATING mindful LEADERS

How to Power down, Power up, and Power forward

 

 

 

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Praise for Creating Mindful Leader from CEOs, HR, and L&D leaders

“Joe Burton demystifies mindfulness and makes it easy to take your first steps to being a happier, more effective, and balanced leader. We've never needed the help more than now. Corporate life is often chaotic and it's getting worse. I wish this book had infiltrated the media and advertising industry earlier!”

Charles Courtier, retired CEO, MEC

“This is a perfect and timely read for stressed‐out professionals. Mindfulness and emotional intelligence skills are the keys to unlocking greater possibilities and living life with purpose for modern leaders. Joe Burton provides the deep insights and training tips to make mindfulness a part of every successful career.”

Chip Wilson, Founder, Lululemon

Creating Mindful Leaders explores one of the most pervasive challenges of our time: overwhelming busyness, accomplishment addiction, and the imbalances that come from being constantly ‘on.’ Speaking from his own experience and with plenty of humor, Joe shares an important message for leaders and simple practices for bringing sanity back into our workplaces and our lives. If only one person in every organization can read this book, may it be the leader!”

Elizabeth A. Stanley, PhD, associate professor at Georgetown University and creator of Mindfulness‐based Mind Fitness Training (MMFT)

“I love how this book uses personal stories and research that everyone can relate to. Anyone who reads it will come away with a solid understanding of how to manage their own stress and create stronger, more connected teams for sustainable success.”

Debbie McGrath, CEO, HR.com

“The perfect companion to start or evolve your mindfulness journey! From Joe's highly relatable personal story to the comprehensive research and practical and easy‐to‐implement approaches, Creating Mindful Leaders has everything professionals need to start positively impacting their personal and professional lives today!”

Patti Clark, Global Chief Talent Officer, Havas Group

“Joe Burton is a mind reader, trendsetter, or whatever you call someone who realized, long before mainstream media, that mindfulness is important. Here's proof that all leaders have the ability (and responsibility) to support employees in their general wellness and happiness. The concept's here are simple, actionable, and powerful. Creating Mindful Leaders is an extension of Joe's vision of mindfulness for professionals‐and the world is a better place because of it.”

Laura Agostini, Global Chief Talent Officer, JWT

“There has never been a better and more needed time for Creating Mindful Leaders! This book is essential for any person wanting to lead in today's stressful and highly competitive world. A mindful approach and attitude is essential for success in a fast paced world. With this book, Burton gives you the tools and knowledge to succeed in business and in life.”

Chris Bertish, Professional Speaker, Best Selling Author, Big Wave Champion, SUP World Record Holder, Ocean Pioneer

Creating Mindful Leaders captures what every professional in government, education, and business needs to know‐times are changing fast and we need to adapt to thrive. We can all become more resilient, compassionate, and effective with the practices, tools and techniques shared here.”

Greg Fischer, Louisville, KY

For Sarah, Jackson, and Will. You've made cherishing every moment my life's work.

For the Whil team. Thanks for all you do to help people to live healthier, happier, and more engaged lives. And thank you for helping me to make my dream a possibility.

For the reader. Everything's gonna be alright.

Acknowledgments

This book would not have been possible without the help of many special people in my life. I can't list them all here, but I would like to thank my wife, Sarah Burton; my team at Whil, especially Mak Akhtar and Jenna Pascal for their research and support and Izzy Sanchez, Maya Edelman, and Eunice So for their beautiful design work; Chip and Shannon Wilson for investing in my dream and for showing me what commitment and integrity truly mean.

To Jeanenne Ray, Danielle Serpica, Barath Kumar Rajasekaran, and the rest of the Wiley team. Thank you for your interest in Whil and your belief in me. To Josh Bersin for his expertise, industry leadership and willingness to share the foreword to this book. To Dr. Tara Cousineau, Whil's Chief Science Officer, for her amazing commentary in the editing process. To the rest of our Science Advisory Board at Whil, Dr. Jeffrey Durmer, Dr. Paul Friga, and Dr. Robert Graham; our lead Whil teachers for your trust and ongoing commitment; Mark Coleman, Pascal Auclair, and Ali Smith; and Atman Smith and Andres Gonzalez from the Holistic Life Foundation (go Steelers!). Steve Morris, Greg Healy, and our partners at The Eventful Group and the American SAP Users' Group (ASUG), for giving me a platform as a keynote at so many of your excellent events; Jim Gimian Publisher of Mindful magazine for your mentorship, advice, and sarcasm; the Boys & Girls Clubs of America for giving a poor kid from Pittsburgh the hope, confidence, and pride to strive to “be great.” To my family: growing up wasn't perfect, but we had love and we had each other; my brother John and my sisters, Sue and Sherry; my sister Mary and my twin sister, Julie. Your deaths caused me to take a new direction in my life; and my mother, Shirley Burton. Mom, you're the original Mindful Leader in our lives. I love you every day.

I'd also like to thank the researchers, academics, authors and leaders that I drew inspiration and insights from, including Dr. Dan Goleman, Dr. Dan Siegel, Dr. Rick Hanson, Dr. Alia Crum, Jon Kabat‐Zinn, Josh Bersin, Daniel Pink, Tony Hsieh, Dr. Tara Cousineau, Martin Seligman, David DeStefano, Daniel Khaneman, B. J. Fogg, Gary Hamel, Peter Drucker, Fred Luskin, Rudy Wolfe, Dr. Jim Loehr, Jane McGonigal, Dr. Liz Stanley, Peter Salovey, John Mayer, Jenn Lim, John Eaton, Jack Zenger, Joseph Folman, Albert Einstein, Chris Bertish, Dr. Barbara Fredrickson, William James, Henry James, Andy Lee, Dr. Jeffrey Durmer, Victor Frankl, Mark Bertolini, Steve Zaffron, Dave Logan, Eileen Fisher, Bill Moyers, Donald Hebb, Ramon y Cajal, Richard Branson, Sigal Barsade, Olivia O'Neill, Raj Sisodia, David Wolfe, Jad Seth, Douglas Stone, Bruce Patton, Sheila Heen, Barry Schwartz, Charles Darwin, Bruce Feiler, Bill George, Christin Carter, Brene Brown, John Barth, Neel Doshi, Lindsay McGregor, and Les Brown.

Most importantly, thank you, Reader. May you find what I found.

Foreword, by Josh Bersin

I Wish I had Read this Book Earlier in My Career

Leadership is one of the most complex and difficult roles in business. You are constantly under pressure to perform, people watch every move you make, and your entire success is based on your ability to motivate, align, and support others. How do you take care of yourself in the process?

Over the years, I've studied leadership and HR, meeting with the world's leading CEOs and talking with HR teams about their need to develop better leaders. I've come to a very simple conclusion: Leadership is not a job, it is a career – one that requires each of us to do a lot of thinking about ourselves.

As I got to know Joe Burton and read his book, my immediate reaction was simple: “I wish I had read Creating Mindful Leaders earlier in my career.” We all lead in unique ways, but when you bring it all together, “mindful leadership” really is the destination we all seek.

Great Leadership is an Enormously Complex Topic

Let me start by saying that “being a great leader” is a complex and heavily researched topic. There are thousands of books and workshops on the subject, hundreds of leadership models to follow, and billions of dollars of consulting, assessment, and coaching spent on this issue. And yet, many companies still end up with toxic work cultures.

Why? Because being a good leader is difficult, success can be fleeting (a great leader in one situation often fails in another), and people approach the problem in different ways. As we've studied leadership development over the years, the biggest thing we found is that “environment” matters more than almost anything else. We, as leaders, have to be very sensitive to the team, company, business situation, and culture of those around us. And when your environment involves constant change and disruption, this critical need to be a good listener and good observer of the world is only possible if we are resilient and mindful.

To make this whole topic even more difficult, the expectations of leaders keep changing. When I entered the workforce in 1978, working originally for Exxon and then IBM, people moved into management in a slow and predictable way, and managers were essentially “the boss.” You had years to prepare for management and leadership, and once you made it you had established rules and practices to follow. Companies were stable during those times, so people were patient to wait their turn, and once you were in a management role you were suddenly part of the club and everyone gave you a little extra deference.

It wasn't always easy to move into leadership, but the patterns were clear: Companies promoted people who were well liked, people who could rally teams to succeed, and people who were committed, hard‐working, and often workaholics by nature. I call this the hero leadership model, and it demanded a lot of grit and toughness to succeed.

In the 1980s and 1990s, the theme of leadership started to shift. The labor market became more competitive, we entered the “War for Talent,” and leaders had to take on a new role. Suddenly leaders were not expected to direct and allocate resources but rather to inspire, empower, develop, and support our people. It now became okay for leaders to show their vulnerability (“Authentic Leadership” was the rage) and we expected leaders to be more open about their company financials, their personal challenges, and their strategies to succeed.

Today the world has changed again, and, so too, has the nature of work. Every employee is asked to be a leader in almost every role, and we found that 40% of us now work for leaders who are younger and perhaps less experienced than we are. Each one of us leads a team, a project, a meeting, or some group of people at work, and our behavior and activities are easier to monitor than ever. Imagine a situation where you are just tired and stressed out and inadvertently say something you regret: It might be captured on video, and could be shared in a private employee chat room or online with the entire world. The expectations for leaders are higher than ever before, making it even more important to slow down, relax, and think before you act.

My Leadership Journey

In my case, I started my career as an engineer, then worked for years in sales and marketing, and didn't aspire to be a leader for many years. I had the opportunity to work in some great companies, so I could observe, learn, and model myself after many great managers and executives. My boss at IBM, for example, was such a wonderful manager (he ran a sales operation on the West Coast) that he felt like a father figure for most of us. When he passed away years later almost the entire sales organization showed up at his funeral. He was mindful in a very traditional way: He would sit in his office with his suit coat on (we all wore suits and ties in those days) and often gazed out the window, thinking hard about a situation and then speaking slowly before he would react.

In my case, I was thrust into management early in my career (before I felt ready), and tried to learn the ropes by watching others, reading books, and taking some classes. As an engineer I thought I could decode the job and make sense of it, but years later I learned that much of leadership is just being a holistic person. So I bumbled along for a while, and I was probably not nearly as mindful as I could be.

In the year 1997, at the age of 41, I learned about the importance of mindful leadership in a big way. I had taken a new job as VP of Marketing at a small software company and within a few weeks the CEO had a heart attack and had to step down. The founder, who lived 120 miles away, had no interest in running the company so I was asked to be the virtual CEO overnight. A job I never wanted was thrust upon me, and the stress level was higher than I could have imagined.

While I have always been a calm person on the outside, I am competitive by nature, so my passion, energy, and fear of failure suddenly came to the surface – transforming me into a workaholic, stress‐filled executive. With the new volume of issues to manage I found myself struggling to find enough hours in the day, and as a result worked very long hours and hardly slept for over a year. We managed to sell the company and I then went into an even more stressful job as an executive at the acquiring company. I'd slip into being the kind of “commanding” leader that Joe describes in his research. Was I mindful? Not at all – and in retrospect it was one of the most difficult times in my career. Like so many leaders, I had never been trained (and was not intuitively equipped) with the right tools, techniques and mindset to be calm, focused and resilient in the face of ongoing adversity.

Over the 20 plus years since, I have had the opportunity to start and run my own company, meet with hundreds of leaders around the world, study leadership in detail, and learn from an amazing set of leaders at Deloitte. Looking back and now reading Joe's book and the impressive bevy of supporting research and clinical studies that he presents, I would say that learning to be mindful is perhaps the most important life skill any leader can acquire.

Enter Mindfulness and Meditation

I read “The GE Way” by Jack Welch many years ago and there is a quote I always remembered: “Face reality as it is, not as it was or as you wish it to be.” He was referring, of course, to the many businesses at General Electric he was trying to turn around, and how important it was for his leaders to have an unbiased perspective of the market changes and competition they face.

But I now read this quote in a very different way: Great leaders really do “face reality as it is,” and that means they have a very mindful way of being. They actively cultivate emotional intelligence. They have an uncanny ability to listen, they pick up signals about what's going on, and they sense how to bring out the best in people (including themselves). They are often quiet, they may tend to speak slowly, and they often pause and think before they act. As Joe would say, they act out of choice rather than compulsion.

Some of this is based on physiology and psychology, but much of mindfulness comes from practice and experience. For most of us, leadership is a new and constantly changing beast; we are always a little bit off‐center, so we have to cultivate the ability to pause and reflect (take a breath) so we don't react in the wrong way.

No matter how much experience you have, being a leader can also be vexingly hard. When a situation goes sideways or someone is underperforming, you are often at a loss about what to do. Some of us react quickly, become loud and aggressive, and feel we must control a situation to make things better. The “I” versus “We” leader syndrome explored in Chapter 18. We wake up in the middle of the night, we ruminate obsessively about problems, we are pressured by our stressed‐out superiors, and we worry about our personal reputation. I believe these pressures explain why an increasing number of senior leaders seem to do unethical things: The personal pressure to succeed, especially if you are competitive by nature, coupled with the implicit power we have, can create bad behavior.

Underneath it all, of course, leadership is about people. If we as leaders (and this means everyone, not just those of us in formal managerial roles) can't give other people a feeling of energy, clarity, and alignment, we simply are not doing our jobs. And we cannot do this if we are not taking care of ourselves. This is what Joe's book is all about ‐ cultivating the skills to be resilient in the face of ongoing pressure and the ability to apply those skills to improve your own mental and emotional wellbeing, relationships, and performance.

Over the past five years I've been studying wellbeing at work, and I have become a huge fan of meditation and mindfulness myself. While I am certainly not an expert, I now take time to go for walks, I avoid the elevator and take the stairs, and I relish my time alone to read, listen to music, or exercise. I now understand the importance of downtime to allow the brain to power down, so that I can power up and power forward. Has it made me a better leader? I certainly hope so, but I wish I had read Creating Mindful Leaders long ago. Without any doubt, the practices presented here create the foundation for a sustainable competitive advantage for leaders at any stage in their career.

Remember as you read this book that taking care of yourself has an enormous “force‐multiplier effect.” Everyone at work observes how you behave, so your ability to be mindful, emotionally intelligent, listen, and be calm will also have a calming and focusing effect on others. That creates a more healthy high‐performance culture. If you work hard (as most of us do) we must understand the impact we have on our colleagues, families, and children – they need us to be healthy and happy. And of course our customers, stakeholders, and business partners are impacted too – so taking care of yourself is vital.

I want to thank Joe for writing this timely, useful, and very readable book. I hope the powerful and actionable insights presented here help you to “face reality as it is,” and be more present, healthy, and effective in your own leadership journey.

Josh Bersin
Oakland, California

Josh Bersin is Founder and Principal at Bersin™, Deloitte Consulting LLP, a leading provider of research‐based membership programs in human resources (HR), talent and learning. He is an author, global research analyst, public speaker, and writer on the topics of corporate human resources, talent management, recruiting, leadership, technology, and the intersection between work and life.

Introduction: Being a Leader Is Amazing. And It Kinda Sucks

The problem with being a leader is that you're never sure if you're being followed or chased.

—Claire A. Murray

I spent a 20+‐year career as a global COO in high stress, high performance Fortune 500 companies. Like so many professionals, decades of high stress took a toll on my health and mental wellbeing. According to the World Health Organization, stress is considered a worldwide health epidemic.1 The American Institute of Stress links stress to the six leading causes of death (heart disease, accidents, cancer, liver disease, lung ailments, and suicide).2 If you're concerned about your own wellbeing, you are not alone. The stress business is booming. And it's getting worse every year.

At the beginning of this decade, I started a mindfulness and meditation practice to help manage my own stress. Shortly thereafter, I was brought in by a venture capitalist to turn around a startup called Headspace, a now‐famous app to help individual consumers learn to meditate. It was an odd career turn for me, going from public company life to running a tech startup that featured a former monk with a “learn to meditate” training program based in Tibetan Buddhism. That unexpectedly put me on a path to go beyond a simple consumer app and into understanding more about the human brain than I ever thought possible. It also led me back to my corporate roots with a mission to help other professionals boost resilience and improve their mental wellbeing to get more out of life.

In August 2014, I founded Whil Concepts, Inc. (“Whil,” pronounced Will). The name comes from a mixture of Where are you going and whatWill you create? Whil.com was also a four‐letter URL I could afford to buy when I started the company (don't tell anyone). Our mission is to help professionals live healthier, happier, and more engaged lives. After 20 years of corporate life, I hit a wall and my health, wellbeing, and attitude began to fail in my early 40s. What I share here literally saved my life and changed the course of my career. May it do the same for you.

Whil has become the global leader in digital wellbeing training. Today, we feature 250‐plus targeted training programs and 1,500‐plus unique video and audio sessions from top MDs, PhDs, and trainers to help professionals reduce stress, be more resilient, and improve their sleep and performance. Our training system is based in the neuroscience, adult learning theory, mindfulness, emotional intelligence, and positive psychology practices shared in this book.

Whil's training apps are now used in over 100 countries by hundreds of companies like Intuit, Express Scripts, Havas, Sharp Health, Square, Harvard Business School and Reading Health. We partner with and integrate into every major EAP, LMS and employee wellness platform including Virgin Pulse, Castlight, Limeade, Viverae, and so on. We're in five clinical research studies, inducing three National Institutes of Health (NIH)–funded projects. And we're helping the world's top payers and providers to improve their members' health.

In late 2016, I undertook a seven‐city research tour with Steve Morris, cofounder of The Eventful Group (TEG). TEG is one of the top live event companies, owning some 40 conference events around the world. We met with leaders in major cities to hear their business challenges and learn more about the need for resilience and mindfulness training in business. That research culminated in a new event, The Mindful Business Conference: A road map for high performance, leadership, and culture in the age of disruption. A mouthful, I know. The event drew 250 leaders from over 30 countries. We featured speakers including Congressman Tim Ryan; U.S. Army General Walt Piatt; Howard Behar, the retired president of Starbucks; and leaders from the Seattle Seahawks; Mondelez; McKinsey; Google; SAP; Starbucks; Plantronics; Volvo; Microsoft; BASF; PeoplesBank; Harvard University; Accenture; Snap‐On; the Chicago Cubs; Intel; Harvard Pilgrim; GE; Royal Bank of Canada; Aetna; GlaxoSmithKline; the University of San Francisco; and more. We learned that resilience and mindfulness training is good for people and it's good for business.

The event sparked a fire in our clients and planted the seeds for what would become Whil's Creating Mindful Leaders (CML) Workshop. In early 2017, Whil's clients began asking for a live training experience to introduce their leaders to the importance of stress resilience, mindfulness, and emotional intelligence (EQ) skills. That led me to create a one‐day live training program, a deep dive for resilient and mindful leaders. We've now visited dozens of cities, trained over 500 companies and thousands of leaders in our live CML Workshop, and an ongoing webcast series. We've worked with over 50 industries, including advertising, insurance, healthcare, automotive, law, education, government, consulting, professional sports, technology, pharma, entertainment, retail, CPG, cosmetics, finance, utilities, oil and gas, and news. We have not yet worked with the “fake news” media.

We never expected the success that followed. It's been rocket fuel for the Whil team and, more importantly, changed the lives of the participants.

How to Use This Book

All of that amazing activity has led me to create this book. Consider it a personal reference guide. It's intended as a “state of the nation” to help you better manage stress, change, and disruption. Each chapter highlights approaches to transform your mental and emotional wellbeing, performance, relationships, career, sleep, and physical health. And best practices and techniques to do the same for your team and your company culture. I'll share the latest research on the key factors driving more professionals to stress out, burn out, and opt out. You'll experience actionable techniques to learn what resilience and mindfulness training is, how to do it, and immediately apply the techniques to benefit your life. You'll also learn first‐hand why the Harvard Business Review calls mindfulness the “must‐have skill for executives.”3

We Get Better at the Things We Practice Most

Our brains learn from experience. We get better at the things we practice most. Research tells us that most of us are practicing stress, anxiety, insomnia, anger, and so forth to the point at which we're becoming black belts in the wrong things. It's impacting our health, happiness, and performance. A recent report by Willis Tower Watson found that 75% of U.S. employers ranked stress as their top health and productivity concern.4 I'd like to help you before you hit the stress wall. I did. And it wasn't easy to bounce back.

Just like Whil's digital training apps, this book is activity‐based learning. You'll learn and then immediately apply skills to use throughout your day. I've incorporated exercises covering mindfulness meditation, reflection and planning, emotional intelligence, expert communication, sleep practices, and more. Key resources from top brain‐training experts are shared as “Pro Tips” throughout. Consider it a road map outlining the specific science‐based tools and techniques to directly impact the quality of your life and tangible business outcomes. You'll learn how to implement mindfulness into your existing routines and work processes without creating new work and what mindfulness looks like in small, practical, day‐to‐day applications for yourself and your team.

You're Not Alone and It Doesn't Really Suck. The challenges facing leaders across industries, geography, and cultures are shockingly similar. If you feel like you're experiencing life at the rate of several WTFs per hour, you're not alone. It doesn't matter what line of work you're in. There is a universal truth: It's getting harder to manage the pace of modern business and the related impact that stress is having on our lives. Once you accept this starting point, you can change your mindset from “This sucks” to “This is normal. I just need the right tools to cope and then thrive.”

Professionals Aren't Looking for Enlightenment

This book is meant to be a counterbalance to the abundant supply of hokey, woo‐woo concepts out there. There's a McMindfulness movement that's pushing sparkly rainbow solutions, healing stones, and how being mindful can put you on the path to enlightenment. In my experience, professionals aren't interested in hipster monks or mystic hokum. And we aren't looking for “enlightenment.” We're looking to lighten up a bit. There's a big difference. When it comes to improving your mental and emotional wellbeing, the right approach for professionals, by professionals makes all the difference.

It's been said that worry is the interest paid in advance on a debt you may never owe. The approaches I share in this book are an invitation to turn a new page in your life and career, debt free.

This Book Is a Call to Action. You have the opportunity to change the unhealthy and negative routines in your life. You can get back to the things you love most. You can be more resilient through the ongoing change, disruption, and challenges in your life. In fact, you have to. They aren't going away. The pace of life is only going to pick up. Commit to doing the practices in this book and get ready to be happier, healthier and more engaged in your life. This is happening.

As Yoda wisely said, “You must unlearn what you have learned…. Do or do not. There is no try.”

I hope you have as much fun experiencing the book as I did in writing it. This is my life's work and I'm happy to share it with you.

Enjoy! From one formerly stressed‐out leader to another.

Notes

Part I
FOR YOU