2013 Year in Review

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Year In Review

Change is the big word for 2013.   It is about the only thing that was constant throughout the year.   As I reflect on what transpired during the year, I break it down in three areas:  Work, Personal and Personal interest.

At work, 2013 was a year of changes that challenged my ability to cope and keep abreast of the changes.   From team composition changes to new partnership ventures to changes in technology then moving on to another technology when the prior adoption has not been completed.   On the flip side, I welcome the opportunity to be a part of Human Capital Group committee, which aimed to deal with tough issues like employee engagement and improving communications between management and its constituents.   I learned a lot by staying put and dealing with the challenges.  It stretched and helped me grow and develop.   The growth and development came with a huge price in terms of stress, but I was able to lead by example and be there for my team.  I ensure that I recognize them and let senior management know their accomplishments.   I continue to mentor my mentees and led the Stevens campus recruiting as Team Captain for UBS.  This is the third year in a row in which we hired at least 9 GTPs from said school.  I take pride in the work and process we put in place to enable us to recruit the best talent to join our firm.

From a personal perspective, I cherish the memories created of the great run we had as St. Elizabeth 4th Grade basketball team and eventually winning the championship.     I had the opportunity to bond with my daughter and work with a great group of players.   I instilled principles of teamwork, sportsmanship and respecting others.  At the same time, I taught them never to give up.   We had numerous come-from-behind wins by staying in the moment and chipping at the lead that our opponents had.     During the golf season, Faith participated in US Kids Golf.  She participated in three tournaments and I caddied for her.  Each tournament she improved and showed patience and poise in handling pressure.  I truly enjoy being out there with her.    Maddy’s soccer season was also great to watch the team finished in the middle of pack.   Maddy had her great moments, especially her winning goal at the Columbus Day weekend tournament.  In November, Faith made the TGA B team and played three other clubs to win first place overall.    Take a step back for a moment, winner of a basketball championship and then a golf team champion, that is an awesome year that will be hard to replicate.    In March, both Maddy and Faith received their piano excellence trophies.   Maddy had three years of superior rating, while Faith had six years of superior rating, her second trophy.   Faith also had her trophy for her duet.   Outside of sports and other activities, we spent a lot of time together playing card games, goofing and horsing around and getting to know one another.  It has been an awesome year in this area.

With regards to my pursuit of my personal interest, I found my passion for teaching leadership to others.   Since joining the John Maxwell Team to secure my certification, I led three mastermind groups and I enjoyed each of them.  The highlight of the year was attending the John Maxwell Live event.  Being taught by John Maxwell, Nick Vujicic and Les Brown is the most amazing experience.   Learning from the best and being in the same room, you can feel the energy and their passion.   I also met some great people that I belong to as an international accountability partner.    I made some great progress and then I fell off the horse as work took up more of my time.    In 2014, I commit to get back in the saddle and pursue my dream of being part of the John Maxwell Team by focusing on learning the lessons that will enable me to be effective as an instructor.

In spite of all the challenges and adversity, I learned a lot about myself and my ability to cope and handle stress.   I believe that Will of 2013 is better than Will of 2012. With that said, I’m really glad with my progress.    But more importantly I’m proud of playing an active role in my daughters’ lives, which in my mind is the most important thing in life.   In life, we only pass through this road once. I’m making sure I do my best and be in the moment and make it happen.    I look forward to 2014 with much enthusiasm and excitement that it will be better than 2013.

Year In Review – Explore …Dream…Discover

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I’m starting my post by reflecting on Mark Twain quotes, “Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do.  So throw off the bowlines.  Sail away from the safe harbor.  Catch the trade winds in your sails.  Explore. Dream. Discover.”     Just like most folks, at times I do feel the comfort of the current state and am hesitant to test the water.   Why risk it?  Why make a move and end up at the bottom of the pool?  Why change things at work?  Too many questions, but I don’t have any answers, as I have not put much thought into it.

To summarize my year, it has been a great year for me because of the following reasons:

  • Participated in the St. Elizabeth Men’s Cornerstone program – for years, I hesitated attending this retreat, but in the end I’m glad I did because I have a profound sense of appreciation for what I have and gained 18 good friends along the way.
  • Promotion at work – after years of waiting for my turn, I never waver and continue to work hard. I evolved by learning new skills and doing my very best at all times.  I never give up and believe in chasing my dream and making it happen.  It helps that I stayed positive during the numerous years of not getting my promotions.  All throughout this journey, I continued to put my people ahead of my personal agenda and make sure that I show my appreciation for their commitment and contributions.   It is my belief that people are the most important assets.
  • Participated as an assistant coach for my daughter’s recreational soccer team – soccer is not my best sport, but I figured that I’m a quick learner.  I enjoyed being there for my daughter and helping out the coach.  I truly enjoyed this experience and bonded with my daughter.
  • Caddied for my daughter’s golf lesson and tournaments – I value the time I spent with my daughter and the test of my patience.   We’ve spent a lot of hours playing together that made me look forward to next season with much enthusiasm.    The highlight was when she played at the Twin Willow shootout and placed second.  I’m so proud of her.  I’ll forever remember this experience.
  • The-Character-Based-LeaderBook launch of the Lead Change Book project on Character-Based Leader – writing a book has been on my checklist for many years.  I’m honored to work with 20 other authors that I never met until the book was launched.  This is pure collaboration using social media to its full extent.  We met through Twitter and collaborated until we completed this book.   The icing on the cake was when I met Tara at the Danbury book signing.   What an experience!  A true test of pushing the limit and working outside of my comfort zone.
  • Presenting the Recipe to the 2012 Year Up at UBS – I prepared this material in the middle of the year and was excited to share it with folks who are starting their careers and learning the ropes.  The goal of the presentation was to impart knowledge on what it takes to be successful.
  • Hosted a picnic for my group – I believe that, as a leader of my group, I’m serving my people first and making sure that I show them my appreciation for their hard work and commitment.   I took over a new group in June and was given the challenging tasks of building out a new platform while continuing to roll out the existing application. By helping the team to focus on our goals, we were able to complete our initial deliverables and then build out the new platform.  It is an amazing accomplishment considering we were behind the eight ball by 5 months.  The picnic was the highlight that people on my team still talk about to this date.
  • Learning a lot about myself – Hurricane Sandy tested my ability to help the firm recover its critical infrastructure.  I worked through adversity and led the team through our recovery and restoration efforts.    With 9 days of no electricity and working through almost 30 hours and, all in all, two weeks of continued work,  I learned that I’m capable to lead in tough situations when called upon.
  • Coaching my daughter’s basketball team – being an assistant coach is one thing, but coaching is taking the challenge to the next level.    I look at this opportunity to teach the girls leadership and teamwork.  At the same time, I’m there for my daughter and making the most of my opportunity to be part of her activities.   Like anything that I get myself involved in, I do it 100% as I spend time planning, reviewing and organizing sessions.  So far we have a great season and the girls are having fun learning how to play basketball.
  • Celebrated three years of blogging – this is an important milestone in my aspiration to spread the word and share my knowledge and experiences.   This is one of the most important missions I have—to help raise awareness on issues or challenges that people are encountering.

By all standards, this is one of the best years I ever had.   As I look back to the year that went by so fast, I feel blessed that I created a plan and tracked my progress throughout the year.   The lesson that I want to impart to everyone is that you need to create a plan.  Because without a plan, you’ll be working on other people’s plans.   Without a plan, it is like walking blindfolded as you go down the stairs.  Please start your year by creating a plan, then track your progress.   I urge you to dream, explore and discover new things and challenge yourself.

As I look forward to next year, I challenge myself to think about Mark Twain’s quote as I start updating my plan.   I want to make sure I challenge myself and avoid playing the what-if scenario.   In the next two weeks, I’ll be reviewing my plan and plotting my next steps.   Mark Twain’s quote will be a constant reminder not to play it safe.    As your take away, I hope you’ll prepare your plan and track your progress throughout the year.    I encourage you to share your story and let me know how I can be of help.  Best wishes to you on the coming year.