Building a Bucket List Board: Inspire Your Team With What Matters

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One of the most rewarding parts of my business is the quality of the leaders I meet. One of these leaders is Dean Koeller, CEO of Calvert Home Mortgage Investment Corporation. Mentored and encouraged by his father to build an organization that truly cares, it’s inspiring to walk into his workplace. Invigorating and welcoming, you’ll find his team engaged in lively conversations, sharing ideas and laughter. There is a palpable sense of community. This atmosphere not only inspires productivity, it makes employees feel valued and connected to one another, ultimately cultivating a strong sense of belonging within the organization and a commitment to serve their clients and their community in the same way.

When I asked for an example of how he cultivates such an incredible culture, Dean took me into the lunchroom and introduced me to the Calvert Team Bucket List. Every team member is encouraged to post on the board a project they are pursuing – away from work – that matters to them. You see people climbing mountains, preparing for triathlons, traveling to amazing places, going up in balloons, and visiting grandchildren. You learn what challenges people, inspires people, and is important to them. You learn why people come to work. You learn things that many individuals, hidden behind office doors and computer screens, may work together for years and never know.

Three things I learned about leadership from Dean:

  1. Caring is everything. Dean didn’t do this as a “leadership technique.” Everything Dean does comes from his heart. It’s who he is. Caring is at the core of everything in his organization. He genuinely wants to know people better and the bucket list board is a way to learn about them and celebrate who they are.
  2. Recognizing what matters to people matters. Creating a space to acknowledge what’s important to your team in a unique and authentic way connects people and transforms a company into a community. And a community is a safe place for people to be who they are and be inspired to bring the best of who they are to what they do.
  3. What you give will come back to you – multiplied. Whether you’re celebrating what matters or simply taking the time to listen to and value people, your team will give it their all to build a successful organization when they know you’re giving your all to them. Loyalty, trust, and a commitment to service don’t come from expecting. They come from giving.

The Calvert Team Bucket List Board is an example of a unique method for building a caring culture and it goes a long way in creating psychological safety in his organization. Psychological safety is a crucial element for fostering high-performing teams and innovative work environments. People need to feel safe to express their ideas, admit mistakes, and challenge the status quo without fear of negative repercussions. People need to know it’s expected that they will be who they are. Psychological safety abounds in Dean’s organization and his team thrives as a result.

Authenticity brings peace, power, and purpose into our lives and leadership.

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A research project posed two questions to a randomly selected group:

  1. What’s it like to live your life and not be the real you? Responses included: Exhausting, depressing, sad, stressful, lonely, disengaged, empty, and lost.
  2. What’s it like to accept yourself? Responses included: Happy, confident, joyous, free, inspiring, appreciative, alive, fulfilled.

Who would you prefer for a boss or colleague: An authentic person who is at peace with themselves or an inauthentic person who isn’t?

Leadership is truly about PRESENCE, not position.

Four Pillars of a Good Life

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Lindsay Kimmett was an athlete, leader, learner, and aspiring doctor with the skills and ambition to leave a big mark on the world. After her tragic passing on February 17th, 2008, her family and friends, committed to carrying on her legacy and passion for hockey, organized a 3-on-3 pond hockey tournament in Lindsay’s hometown of Cochrane, Alberta, Canada. Known as the Kimmett Cup, the tournament is held annually on the second weekend of February. It grows every year, bringing the community together and donating to local charities while contributing to the Lindsay Leigh Kimmett Memorial Foundation, a non-profit organization dedicated to Lindsay’s memory.

The original organizers of the event knew nothing about organizing a hockey tournament. But they wanted the tournament to reflect who Lindsay was as a person. Today, even though a lot has changed, they still strive to maintain the same principles: everyone plays; play like Lindsay did; bring community together. Lindsay lived by the motto “seize the day”. Today they live out that legacy through Lindsay’s Foundation. To date, more than $3,000,000 has been invested into the community in Lindsay’s name, across an array of both local and global initiatives.

One of the indicators of a good life is that it lives beyond a life – regardless of its length. To live authentically means taking the time to define what it means to live a well-lived life. Inspired by Otto Paul Kretzmann, a professor and pastor of the mid-20th century, I maintain that if a person is to survive, flourish, and stay sane in the modern world, four elements are essential.

  1. Something to live by. A well-lived life requires a set of values that provide guideposts and a framework for decision-making. Focused momentum is necessary for well-being and cannot be sustained by impulsive decisions. Non-negotiable principles guide an authentic life and provide strength and direction.
  2. Something to live for. Life becomes a slog when it consists merely of checking off a daily to-do list. A sense of purpose, a reason for being, and service beyond self-interest give us a compelling reason to get out of bed in the morning and stay engaged with our life.
  3. Something to live on. Money may not buy you happiness, but it will buy you options. Creating an income sufficient to attend to our basic needs and allow pursuits that bring joy are important to a well-lived life. It isn’t just about how much we make, however. It’s also about how much we spend. Fulfillment is hard to grasp amid worry and financial stress. Having the discipline to live below your means and learning to be satisfied with what you have are paramount to a good life.
  4. Something to live with. Something to live by, to live for, and to live on means little if we don’t learn to live with love. A good life is one that is lived wholeheartedly, connected to the important people in our lives. Love is what makes it all worthwhile.

Simple Living in a Complex World: Transitions, Aristotle, and Coming Home

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Selling a house can be an emotional undertaking, a journey of self-discovery. It is a bittersweet experience as we downsize to simplify our lives.

Our peaceful home and the soothing nature reserve alongside it has been a haven to me and our family for almost two decades. It’s a place where I connected with my soul on walks in the forest, where I have meditated in the stillness and beauty of the valley, where our family appreciated the beauty of nature.

However, I’m coming to realize that a large part of my motivation to acquire this property was my need to prove myself and it has consumed much of my energy. That my worth has been tied to this place came, in part, from my early upbringing, driven by the voice of my mother who lived through poverty in the depression and who defined herself by her belongings as a result. This drive for status acquired from material possessions became part of my personal identity and has been a weight on my shoulders.

Like all patterns we create, this pattern has both a good side and a destructive one. I still love an aesthetic home that feeds my soul and am proud that we created that space for myself and loved ones. However, I know that the source of the drive to sustain it was not good for my wellbeing. In the words of the Quaker theorist of the simple life, John Woodman, I “necessitated to labour too hard.”

This struggle brings to mind Aristotle’s challenge to an external-oriented life which is as relevant today as it was twenty-three hundred years ago. He identified “external goods” as wealth, property, power, and reputation. These still create the standard vision of success in our modern times. Aristotle contrasted these external goods with elements of character or the “good of the soul”: fortitude, temperance, justice, and wisdom. When we consider what we truly want for ourselves and our children, are we overly concerned about being wealthy and successful? Or is success a means to the higher goal of being a good human being?

This transition to downsizing has inspired me to reconnect with my deepest self. Letting go is agonizing, yet it is leading me to a deeper homecoming to my authenticity.

I am looking forward to living more simply in this complex world, with less pressure and more focus on work that matters to me and the activities in life that I truly value. It’s never too late to start anew. And a huge reminder of this is that my new granddaughter, Juno, has just arrived! I look forward to spending more time with her.

Here are three lessons from my experience that I hope will be useful on your path to a simpler life:

  1. Practice making decisions based on sustainable values, not emotions. Decisions motivated by appearances, impressions, and impulses most often lead to a financial burden that you don’t need to carry.
  2. The good life is not one of consumption or size or external appearance, but of the flourishing of our deepest selves. It’s ultimately about the expression of love, giving of ourselves, and developing strong character.
  3. True belonging and worth ultimately don’t come from a physical place. They come from within.

This week is Mental Health Awareness Week

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The theme for Mental Health Awareness Week this year is “My Story,” highlighting that we are all unique with valuable stories of the human experience.

Every one of us has been impacted by our own or a close friend or family member’s mental health challenge. Mental health affects us all. Let’s continue to work together to reduce the barriers for seeking mental health support. And let’s share our diverse stories to emphasize the crucial need for universal mental health care.

If you are in the Cochrane area, join Wayfinders Wellness Society for our open house and BBQ on our ranch this Thursday from 11-2. We are partnering with the town of Cochrane for this event. Register for this and other events this week in the Cochrane community at: https://lnkd.in/gCVpGM8a

To learn more about what we offer at Wayfinders check out our website:
wayfinderswellness.ca

From a TO-DO List to a TO-BE List

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Successful people have some kind of a to-do list – stuff that needs doing this year, this week, this day.
Living authentically means having a to-be list: How will you show up in your life? What kind of person will you be when you come to work? What kind of a leader will you be?

Here’s an example of what I would consider a great to-be list:

  • Be committed. Commitment is essential for success. Commitment to a cause beyond your self-interests. Commitment takes you past a goal or wish. Being committed means a firm resolve that inspires action.
  • Be encouraging. Encouragement means a belief in people, making everyone around you smarter and better. Rather than draining energy and intelligence and capacity by pretending to be the smartest person the room, use your wisdom to amplify the intelligence and capabilities of others.
  • Be grateful. Gratitude is the antidote to entitlement. Being grateful means inspiring others by finding the best in every person and every situation. My mother grew up in poverty and would say, “Always find a way to make your gratitude bigger than your circumstances.”
  • Be humble. Humility is a true evaluation of conditions as they are. It’s having the willingness and courage to face the facts of your life. Everyone has something to teach us and has somehow been a part of our success. Humility is about giving credit where credit is due.

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