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  • Chapter Seven: “I Regret to Inform You…”

    layoff

    I’ve been in the tech industry for a long time. I’ve been a leader for most of that time. I’ve read the script to employees I’ve laid off: “I regret to inform you…” or some variation of those words.

    This was the first time I was on the receiving end.

    I have to be honest. I had already decided to leave Oracle. I was in discussions with another employer, and we were getting close to the offer stage.

    My business unit at Oracle was doing well. We were exceeding targets, growing, and our employee satisfaction numbers were excellent. My decision to look elsewhere wasn’t about performance or dissatisfaction with my team. It was about fatigue.

    I spent five years at Oracle following the PeopleSoft acquisition, and I was worn out. I loved my team, my customers, and the CRM space was exciting. One of the executives I worked for often talked about “the tyranny of the immediacy.” I found that phrase to be an incredibly accurate description of my job. Everything was urgent. Everything needed attention. There was always another fire to put out, another priority to address, another change to navigate.

    We went through leadership changes, organizational changes, and shifts in focus. I was ready for something different.

    And then the other shoe dropped.

    I was sitting at my desk, planning my next meeting with a regional credit union when my phone rang. My new boss was calling to ask if I had a few minutes for a private conversation.

    I admit it. I had no idea what was coming.

    Then I heard him, obviously reading from “the” script. A script I delivered several times in my own career.

    “I regret to inform you that we have decided to eliminate your position…”

    I heard nothing else.

    Your people hear nothing else.

    In one phone call, life just changed.

    All the things I intellectually knew happened during a layoff suddenly became very real. Even though I was already talking to another company and had essentially resolved to leave, I experienced many of the same emotions I observed others go through.

    It reminded me of the stages of grief when you lose someone: denial, anger, bargaining, depression, and acceptance. Not necessarily in that order. Not necessarily one at a time. Sometimes looping back around just when you think you’ve moved on.

    I tell my kids they can have a 30-minute pity party when they’re “boo-hooing” about life. Then we dust ourselves off and make a plan.

    I skipped the bargaining stage. There was no going back, and frankly, I didn’t want to.

    I was surprised by the depression stage. I felt blue. I was disappointed. I already decided to leave, so why was this affecting me so much?

    Because it was still a loss. It was an unexpected change in how my story was going to unfold. Even when you know something different is ahead, you don’t necessarily get to choose how or when the current chapter ends.

    I received a severance package and time to explore other opportunities within the company. My health benefits were extended through the end of the year before COBRA kicked in. From a financial perspective, I was fortunate.

    There were lessons in the experience that I think are worth sharing.

    A few lessons from the other side

    1. Don’t be surprised by your feelings.

    Give yourself permission to process what happened. You may feel angry, relieved, disappointed, anxious, or even embarrassed. You may feel several of those things in the same afternoon. Don’t judge yourself for having a reaction. Even if you saw it coming, it’s still a significant change.

    2. Your value is not your job.

    I am an experienced leader with valuable skills. That didn’t come from working at PeopleSoft or Oracle. It came from challenging myself, learning, growing, taking on new responsibilities, and building relationships throughout my career.

    A RIF doesn’t erase any of that. Your accomplishments, experience, and capabilities don’t disappear because a company decides it no longer needs your position.

    3. Take time to think about what’s next.

    Don’t jump out of desperation. Obviously, this depends on your financial situation and personal circumstances. Sometimes you need to get another paycheck coming in as quickly as possible. But if you have the flexibility, take a breath.

    Think about what you really want next. What energizes you? What have you always wanted to try? What would you do differently?

    I wanted to work for a startup. It sounded exciting and like a great next step. I spent time thinking through that decision rather than simply jumping at the first opportunity.

    4. Keep your network fresh.

    One of my former bosses is a master networker. He stays in touch with hundreds of people, knows what they’re doing, and understands what they aspire to do next. I’ve always admired that skill and aspire to be more like him.

    Your network isn’t something you build when you need a job. It’s something you nurture throughout your career. The relationships you build along the way can open doors you didn’t even know existed.

    5. Maintain your resume and LinkedIn profile, even when you feel secure.

    Don’t wait until you’re looking for a job to update your professional story. Capture measurable results, accomplishments, new skills, awards, and experiences as they happen. You won’t remember all the details when you look back months or years later.

    And you never know when you’ll need them.

    What happened next?

    I processed. I dusted off my resume and LinkedIn profile. I started reaching out to colleagues at other organizations. And I continued conversations with the startup.

    I was actually a bit relieved. The decision to leave had been made for me, and I could focus on moving forward.

    Three months later, I started at Varicent, a Canadian technology startup.

    But that’s the next chapter.

    If you’ve been laid off and are working through the process right now, I’d be happy to connect. Message me, and we can explore where to start and how to move forward.

    You don’t have to do this alone.

  • Chapter Six: Oracle Acquires PeopleSoft

    pso
    Where were you when…?

    The first men walked on the moon? Reagan was shot? Kobe Bryant’s helicopter crashed?

    I remember many significant events in my lifetime, and I can usually tell you exactly where I was when I heard the news.

    I was in the offices of a major insurance company in San Francisco, staring out the window over the city, listening to an emergency PeopleSoft All Hands call. I remember both Dave Duffield and Phil Wilmington explaining that it was official: PeopleSoft had been acquired by Oracle.

    After more than a year of fighting off the takeover, Oracle made the shareholders an offer the Board could not refuse. $26.50 a share. $10.3 billion.

    There were 11,000 of us. Shortly after the acquisition closed in January 2005, Oracle eliminated approximately 5,000 positions, many of them PeopleSoft team members. I wasn’t part of that first wave. In fact, I stayed with Oracle for another five years.

    Looking back, the acquisition taught me a lot about change, leadership, culture, and the people who make a business successful. Here are some of the lessons I took away.

    1. The enemy isn’t always who you think they are.

    Long before the acquisition, we viewed Oracle as the “evil empire.” They were our competitors in the ERP market, and we firmly believed we had superior products and a better company.

    When we got into the integration activities and began working with our peers in Oracle Services, we met talented, welcoming people who were genuinely interested in our business. Not everyone, to be honest, but many.

    We shared our Services model: Sell-Deliver-Staff. The Oracle Services team saw the value in our model, and we worked collaboratively to shift the organization toward that approach.

    It was a good reminder that what may happen at the leadership level doesn’t necessarily reflect the people you’ll be working alongside every day.

    2. Integration takes patience, and sometimes a change in mindset.

    Getting on the same page around resource tracking, margin calculations, and other foundational Services concepts wasn’t easy. We had different systems, processes, and ways of thinking about running the business.

    It took patience, engaging the right people, and helping PeopleSoft team members understand that some things would need to change.

    Not everything could or should stay the way it had been.

    3. People leave, and that’s okay.

    Many PeopleSoft employees felt they simply couldn’t work for Oracle, specifically for Larry Ellison. Some left shortly after the acquisition.

    PeopleSoft had a healthy partner community, and Services professionals were in demand. There were opportunities elsewhere.

    This is common in acquisitions. People leave for different reasons. They may not want to make the shift, may feel working for the acquiring company compromises their pride or integrity, or simply see a better opportunity.

    They’re not forsaking their peers or the company they helped build. They’ve made a personal decision about what’s right for them.

    4. People stay, too. And they need leadership.

    Others stay, sometimes feeling a little conflicted about the decision.

    This is where leadership really matters. You have people looking to you for guidance and an example. They want to know they’ll be okay if they stay. They want to believe they still have careers that can develop and that they can succeed in this new environment.

    Deciding to stay isn’t admitting defeat.

    I think of it like a field change at halftime. You’re still playing the game, but now you’re heading toward a different goalpost. You can absolutely do it, but you have to decide you want to be part of the team and score in the right direction.

    As leaders, our job is to help people see that possibility.

    5. Be open to learning a different way of doing business.

    Companies have processes that are similar, and others that are wildly different.

    If you’re going to thrive in a new environment, you have to be willing to learn. Sometimes that means asking, “Why is this how it’s done?” when a process seems cumbersome, duplicative, or just plain dumb.

    It takes courage to question the status quo, particularly when you’re the one who just joined the organization.

    You also have to pick your battles. Not every hill is worth climbing. Understand what matters, where you can influence change, and where it’s better to adapt.

    From being acquired to leading an acquisition

    In January 2006, Oracle acquired Siebel. By then, I had a different perspective on acquisitions, and I was asked to lead the integration of the Siebel Services team into Oracle.

    My experience integrating PeopleSoft Services, along with an understanding of what the newly acquired team was going through, were key factors in selecting me for the role.

    We had many of the same conversations with the Siebel team that we’d had with PeopleSoft. But this time, the path was clearer, and the process was much smoother.

    I had learned a few additional lessons along the way:

    • Provide clarity. What is the intended end state? Are the teams remaining separate or combining? What processes will be used? What does success look like, and how will we measure it? People need to understand where they’re going. 
    • Lead with empathy. This wasn’t new for me, but emphasized. It is a difficult time for the people being acquired. But don’t forget the acquiring team. They also have questions and concerns about their future. Change creates uncertainty on both sides. 
    • Don’t underestimate the power of experience. Having been through an acquisition myself gave me a perspective that I could bring to the team. I understood the questions, the emotions, and the challenges because I’d lived them. 
      At the end of the integration, I was asked to lead the CRM organization of consultants and project managers. We brought together the Oracle, PeopleSoft, Siebel, and JD Edwards CRM teams, grew rapidly, and exceeded our targets.
      I was particularly proud of the collaborative approach our team demonstrated. We brought together people from different organizations, with different histories and ways of working, and built something successful. Something special.
      Those lessons stayed with me throughout my career. I found myself participating in similar integration activities at Varicent, IBM, and Dayforce. Each experience reinforced the importance of clarity, empathy, collaboration, and a willingness to embrace change.
      Five years at Oracle
      I ultimately stayed with Oracle for five years. During that time, I participated in Oracle Women’s Leadership and a High Performing Leaders program. Both were enlightening experiences, and the network of talented people I was exposed to was remarkable.
      My time at Oracle was about much more than surviving an acquisition. It was an opportunity to grow, build relationships, take on new challenges, and learn from people I might never otherwise have met.
      Eventually, after (another) reorganization, I was laid off from Oracle.
      But that’s another story.
      My next chapter is coming soon.
    • Chapter Five: 45 Days

      Dave Duffield led PeopleSoft to $1 billion and then recognized evolving the company’s approach was needed to take us to the next level. He and the Board knew that the company needed new leadership with strong operational and growth experience.

      Enter Craig Conway, new CEO.

      Enter Mike Gregoire, new EVP. And we quickly began the “Drive to 45”.

      45 days to reorganize the services business and our regions around a Sell-Deliver-Staff model.

      45 days to do a complete organization shake-up and move 1000-ish people into a completely new mindset and organization structure.

      45 days to identify strengths, hopes and dreams and move people into roles that suited them: Selling, Managing Projects, Developing Consultants, Delivering to our Customers.

      We’d transformed before. We were a software company, it’s what happens in our space. Regional Alignment, Functional Alignment, back to Regional. I lost track.

      We knew we wouldn’t get everything right on the first try. We also knew we couldn’t afford to wait for perfection. It was clear we needed role clarity, consistency across the organization, and an enhanced focus on measurements.

      So we moved fast, worked through the inevitable bumps, and learned a lot about what it takes to transform an organization without losing the culture that made it special.

      There are a lot of ways to transform. Gradually with a waterfall plan, pilot in one area and expand, or rip the bandaid off and get it done. We were in “rip the bandaid off” mode.

      Not all transformations can be accomplished in 45 days, nor should they. Speed can be an advantage when the organization knows where it is going and is empowered to work through the inevitable problems.

      Frances Frei and Anne Morriss wrote “Move Fast and Fix Things” in 2023 that could have been the playbook for our 1999 transformation. Their principles: identify the real problem, build trust, create an environment where people thrive, communicate powerfully, and empower teams to move fast, echo much of what we learned firsthand.

      The vision was clear: growth through greater clarity, specialization, and regional accountability. Sell-Deliver-Staff gave us the operating model to make it happen. We had 45 days to get there.

      With the knowledge that a successful transformation requires more than a new structure, we had clarity of purpose, speed of execution, deliberate attention to culture, and the discipline to fix what breaks along the way. Some lessons:

      1. Perfection is the enemy of Done. We were aligning a lot of people into a completely new paradigm. We were moving at lightning speed and were going to get some things wrong. We knew this and kept moving. We could fix things if needed. We had to get it done. 
      2. Process change required focus. Broken process flows cause confusion and frustration. With this fast and widespread change, we broke a lot of flows. We quickly rallied around the key flows, got the right people across the organization involved and empowered them. New ways of doing Resource Management, new Project Reviews, new Skill Tracking and Assessment, etc. Each process driven by people with the expertise and mindset to drive what was needed for our new organization. 
      3. Share the vision with everyone. Key to the success of this evolution in our business was getting everyone on board. Not just leaders. The team formulated a comprehensive communication plan for all org members at both a summary level and details. The what and the why. Stand-up meetings with managers, question and answer sessions, open forums, all geared at one thing. Every communication designed to accomplish one thing: alignment. 
      4. Preserving our culture was a priority. We were a tight group at PeopleSoft. We encouraged employees to be involved in the business, not just perform their job roles. PeoplePeople cared about each other, our customers, and the company’s success. We were careful to engage people along the way and to retain the warm, supportive culture of our organization, even with the disruption. We deliberately protected our warm, supportive culture rather than assuming it would survive. 
      5. “What gets measured gets done.” Mike G’s favorite phrase. We set new strategic goals, ways to measure, and marched toward attaining them. Without measurement, there is no true way to gauge progress. We rethought our measurements from margin, utilization, customer satisfaction, time to staff, average skill levels, and employee satisfaction. New goals. Clear accountability. Operating discipline. 

      Day 45 came and we were ready for our new roles, (some of) our new processes, and a fresh approach to Services. We were excited, worried, and launched.

      It was a blast!

      If you’ve been through a major transformation, I bet you have battle scars of your own. What’s your one lesson you took away? Message me and let’s chat!

    • On Leadership: Goals Don’t Fail. Alignment Does

      Most teams don’t miss goals. They miss alignment.

      Here’s the simple framework I use with leaders at Better You Coaching to get teams rowing in the same direction:

      1) Start with outcomes, not tasks. Pick three business results that matter this quarter and write them in plain English that your newest hire can understand.  State what you want to achieve, not what to avoid.

      2) Co-create the measures. Ask your team, “How will we measure success and know that we’re winning?” Agree on two leading indicators and one lagging result for each outcome.  Make sure these are appropriate and achievable.

      An example of a leading indicator in a customer success organization is completing onboarding.  A lagging indicator is customer retention.

      Teams can understand their individual goals and still work at cross-purposes. Aligning on priorities and measures creates a shared understanding  of what success looks like and how everyone contributes to it. This co-creation process starts everyone with the same understanding.

      3) Target and stretch. Set a target and stretch measure for each goal. The target defines success the stretch represents exceptional performance. Celebrate achieving the target, and recognize the extra effort and results when the team reaches the stretch.

      4) Assign clear ownership. One person owns each outcome. Everyone contributes; one person is accountable.

      5) Build a 30/60/90 plan. Map first steps, key interlocks, and decision dates. Use a simple R/Y/G (red/yellow/green) status so risks surface early, not at the finish line.

      Of course, some goals take longer than 90 days to accomplish. However, having a view of progress and success in 90 days is critical to assessing the achievability of the objective.

      6) Normalize resets and retros. If the context changes, update the goal. End the quarter with a 45‑minute retrospective session using a keep/stop/start framework. Everyone contributes to the discussion and the focus is on learning and adjusting, not on blaming.

      Pro tip: Schedule your weekly check-in for 15 minutes, “standing,” and data-first. Discussion follows the numbers, not the other way around.  Deeper discussions can move offline with the right people, leaving the check-in focused on exceptions, decisions and commitments.

      Alignment doesn’t happen because everyone heard the same message. It happens when everyone understands the outcomes, knows how success is measured, and takes ownership of moving the team forward.

      If you need a one-page Goal Map template I use with clients, message me.

      Want help putting your Q4 goals to the test? DM me on LinkedIn or visit betteryoucoaching.com for a short consult.

    • Chapter 4: My Now or Never Baby

      I launched my new career, and my husband and I started talking about whether we wanted to add another child to our family of four. If we were going to have another child (or two), it was now or never. I wasn’t as young as when my first two kids were born, but I wasn’t too old to add to our family “organically.”

      I was fortunate. As soon as we decided the timing was right, I was pregnant. Our “Now or Never” baby was in the works!

      Having my third child was a completely different experience than the earlier two. His arrival was a story in itself.

      We called it “Mr. Toad’s Wild Ride.” We lived 50 miles from the hospital where my doctor practiced. Just as everything started, a driving rainstorm rolled in. I also had two older kids to get situated because my Mom, who was coming from Connecticut to help, hadn’t arrived yet. A family friend lived in town and my frantic phone call to temporarily re-home them was successful!

      Getting everyone situated took about an hour. The drive in pouring rain took about 45 minutes. My labor lasted just two hours. We arrived at the hospital 15 minutes before Max was born, and my doctor made it with seven minutes to spare.

      Talk about cutting it close!

      Everyone in our family was thrilled to welcome Max. My coworkers and customers couldn’t have been more supportive, either. Looking back, we were (and still are) blessed that we made this decision.

      Of course, adding a baby to an already busy family while building a career came with its challenges. There were lessons I learned along the way that remain relevant today, whether you’re raising a family, leading a team, or simply trying to balance competing priorities.

      You can’t pour from an empty cup

      I took six weeks off work, which was the time California allowed at the time without additional doctor support. Max was an easy, happy baby, but six weeks is still pretty early when you’re waking up in the middle of the night. I walked around in a fog for at least two months!

      In hindsight, I didn’t take enough time off. We often convince ourselves that we can pick up right where we left off, but sometimes our bodies and minds need more time than our calendars allow.

      Choose your partner wisely

      I could not have done this without a very involved partner.

      My husband, Jim, was incredibly helpful, kind, and patient. He had his own law practice, but he made sure he was home to help with the kids, dinner, and chores so I could survive the demands of work and motherhood.

      We communicated well and supported each other. If he needed more time for something, I made sure my workday ended in time for me to step in. He was also able to continue playing softball and running, which were important to keeping his head on straight!

      We understood that we were in this together. Neither of us could do everything, but we could make sure neither of us had to do everything alone.

      Childcare is not the place to compromise

      We researched childcare and after-school programs carefully, looking for environments that were safe, nurturing, and consistent with our values. And we did this for all the kids, not just Max.

      When something wasn’t working, we made changes quickly. We didn’t become so attached to a convenient location or schedule that we were willing to compromise on what mattered most.

      Convenience is valuable. But not when it comes at the expense of your non-negotiables.

      Build your backup systems before you need them

      Every one of our kids had backup plans, and we developed a wonderful network of friends who helped each other with after-school pickups and childcare when needed.

      Having someone you can call in a desperate moment is invaluable. Sometimes you need a little help, and sometimes you need someone to save the day.

      We were fortunate to have people around us who understood that families thrive when their communities support them.

      Stay connected, even when you’re apart

      My role required periodic travel, and I took my first trip when Max was about two months old.

      What none of us realized was that Max wouldn’t take a bottle from a man. He would eat when his female babysitter fed him, but not from my husband. Jim tried, and he cried and cried. The baby, not Jim!

      Fortunately, they discovered that Max would take a bottle from his big sister, who was nearly nine at the time. Whew! Saved by big sister!

      Travel also meant finding ways to stay connected when I wasn’t home. Later Max and I started reading paired books together over the phone. I also bought us both joke books, and we’d try out jokes on each other every night.

      Those little rituals helped us stay connected and gave us something to share beyond the inevitable “How was your day?”

      “Fine.”

      Sound familiar?

      Sometimes, staying close isn’t about the amount of time you spend together. It’s about the small, consistent ways you show someone they’re on your mind.

      Expect the unexpected

      My family likes to tease me that if a disaster was going to happen, it would happen when I was on the road.

      Jon falling off the bleachers? I was in Ogden.

      Sara breaking up our dogs bloody fight? In Atlanta.

      Max being hospitalized with meningitis? I was in Toronto.

      That last one was the worst!

      There were joyful surprises, too. One granddaughter and one grandson arrived while I was in Northern California. Apparently, my timing wasn’t always terrible!

      When you have a demanding career and a busy family, you learn that you can’t control everything. You can plan, prepare, and build support systems, but life will still throw you a few curveballs.

      Laugh. A lot.

      I once heard a lecture suggesting that laughing at least 17 times a day could improve your mental health. I don’t know whether 17 is the magic number, but we decided it was a pretty good goal.

      Whenever things got tense in our house, Jim and I would kid each other and ask whether we needed a few more laughs that day.

      More often than not, the mood softened.

      Humor didn’t make the challenges disappear, but it reminded us not to take every stressful moment quite so seriously. Sometimes, a little laughter is exactly what a family needs to reset.

      Make time for yourself and each other

      With three kids and both of us working full time, we were swamped. But we made a point of scheduling date night every other week. We also continued doing things we loved individually: reading books, walking, listening to music, sports, and cooking fun meals.

      Time as a couple matters. Time alone matters, too.

      We learned to compartmentalize. Time for the kids. Time for work. Time for us.

      Of course, life doesn’t always respect the boundaries we establish, but being intentional about protecting those different parts of our lives helped us keep our balance.

      No regrets

      I’ve been asked whether I regret the timing of my last child, having three children, or continuing to work while they were growing up.

      Honestly, I have no regrets.

      I’ve asked Max whether he ever looks back on his childhood and feels neglected. We have a special bond, and he’s very transparent with me. He acknowledges that I traveled a lot, but says he always felt loved and cherished by both of us. He never felt neglected or forgotten.

      My older kids cherish their brother and are so glad we decided to add him to our family.

      That’s a pretty wonderful outcome.

      I did mention that we’d considered two more children. When Jim broached the subject again about a year after Max was born, I told him it was his turn. Ha!

      Having kids in your 30s is much harder than kids in your 20s!

      And through all of this, my career continued to flourish. I moved into management and was later tapped on the shoulder to become a VP.

      I didn’t put my career on hold to have a family, and I didn’t put my family on hold to build a career. It wasn’t always easy, and I’m sure there were moments when I could have done better. But with a supportive partner, thoughtful planning, a great network, a sense of humor, and a willingness to adapt, we made it work.

      Looking back, I realize that this chapter of my life reinforced something I’ve carried into my leadership career: success rarely comes from doing everything yourself. It comes from building the right support system, being clear about what matters most, adapting when circumstances change, and remembering to enjoy the ride.

      And what a ride it is!

    • Chapter Three: Becoming a Beginner, Again

      There is something both exhilarating and humbling about becoming a beginner again.

      You can be experienced, accomplished, and confident in your abilities and suddenly find yourself in a world where you’re the new person in the room.

      That was me when I left the Getty Trust and joined PeopleSoft.

      I wasn’t starting my career over. I was starting something new with everything I had learned so far.

      The J. Paul Getty Trust’s multi-year ERP implementation came to an end. With the end of the project came a conversation I wasn’t expecting.

      I was going back to my old job.

      Closing the books. Managing the back-office team. Returning to the role I left to lead the implementation.

      Strike one.

      At the same time, my husband and I were planning to relocate 50 miles away for a better environment to raise our kids. I asked whether we could work out a modified schedule that would make the commute manageable.

      My boss wasn’t willing to accommodate my request. Me starting an hour earlier and getting on the road by 4pm wasn’t reasonable to her. We lived in the LA Metro area, this would make a huge difference in my commute and not impact my team.

      Strike two.

      Then came strike three.

      After successfully leading three major implementations, I wasn’t promoted. Instead, I was being asked to take on even more responsibility in my “old” role. No recognition of the work I was being asked to do being significantly changed.

      I realized I had a choice: Accept the path that had been laid out for me or Create a different one.

      I picked up the phone and called our PeopleSoft representative.

      I asked if there were any openings.

      He was ecstatic.

      He told me he never approached a client about leaving their company, that just wasn’t something you did. But if I came to him, that was a completely different story.

      Within a week, he made me an offer.

      My new job was Account Manager, which was essentially what we now call a Customer Success Manager.

      I would manage accounts in the Western Region.

      There was one other important condition: I didn’t have to wear pantyhose.

      Yes, you read that correctly.

      It was a kind of a joke, but it was also a big deal to me at the time.

      I had spent years in the Trust Office wearing suits, stockings, and corporate shoes. The idea that I could work for a software company and dress more casually felt like a pretty good deal.

      I was in.

      And then I got my first account.

      It was an insurance company with a Big Six accounting firm leading their implementation.

      It was the largest PeopleSoft sale the company had ever made.

      When the sales representative first talked to me about the account, he was calling from his brand-new yacht.

      I remember thinking, Okay… I guess software sales is a little different from General Accounting.

      The project was enormous.

      It was complex, large-scale, and involved multiple departments. And at the outset, I was the only PeopleSoft person associated with the account.

      No large customer success organization. No army of specialists. No playbook.

      Just me, the customer, the implementation team, and a lot to figure out.

      And this was only one of my accounts.

      I also had a large supermarket chain, a regional bank, and a restaurant chain.

      Every one of them was a new experience.

      It was my first major career shift in a long time, and I loved it.

      I loved digging into new skills, new ways of working, and new people. I was learning how businesses worked in industries I knew very little about, while figuring out how to help them get value from software.

      And it was different from working in the nonprofit world of the Getty.

      There was much more focus on revenue and results. Decisions were less about “management by committee” and more about getting things done. The organization was more structured, and the pace and expectations were different.

      It was energizing.

      I had a few things going for me.

      I loved the software. I had considerable functional and technical depth from my ERP implementation experience.

      I was curious. I wanted to understand my customers’ businesses, not just their software problems.

      I was customer-service oriented. I genuinely wanted my customers to be successful.

      And I was super organized.

      Those things turned out to be a pretty powerful combination.

      But the bigger lesson was that changing careers meant being willing to become a beginner again.

      I was successful in my previous career. I knew accounting. I knew ERP implementations. I was comfortable with what I knew.

      Now I had to stretch.

      And in those early years at PeopleSoft, I learned some lessons that have stayed with me throughout my career.

      1. Build your network.

      Meet as many people as possible. You never know when a relationship will become important.

      Over the years, I’ve collected contacts, built relationships, and stayed connected with people from every chapter of my career. Sometimes you need an expert. Sometimes you need an introduction. Sometimes you need someone who has been through what you’re facing.

      Having a network means you don’t have to figure everything out alone.

      You can’t build it when you need it.

      Build it along the way.

      2. Be courageous.

      At first, I wondered whether I should share my opinions with my customers about how they were approaching their systems.

      Who was I to tell them what they should do?

      Honestly, it was probably a confidence issue. Imposter syndrome wasn’t even a thing back then!

      I checked my gut with more senior colleagues, and more often than not, they agreed with what I was thinking.

      Eventually, I stopped second-guessing myself.

      I kept asking deeper questions. I challenged assumptions. I made suggestions.

      And something important happened.

      My customers began to trust me, not just to support their software, but to tell them what I really thought.

      Those became deep, trusting relationships.

      3. Keep learning.

      I was comfortable with the product, but I didn’t stop learning.

      I kept taking classes. I read prolifically. I asked a lot of questions.

      I wanted to understand not only what the technology could do, but what was happening in the industries and businesses of my customers.

      The more I learned, the more valuable I became.

      And I discovered something I still believe today:

      Being good at something is not a reason to stop learning it. It’s a reason to go deeper.

      4. Be organized.

      Working with multiple customers means constant context switching.

      You have to remember each customer’s priorities, what you promised to deliver, who the players are, what happened in the last meeting, and their story.

      It is impossible to keep all of that in your head.

      I developed my own techniques for staying organized and tracking my actions and theirs, managing contacts, capturing commitments, and keeping the context I needed for every customer.

      The specific tools and techniques will be different for every role, but being consistent and intentional about how you organize yourself isn’t optional.

      It is a career skill.

      It became one of mine.

      Looking back, I didn’t realize at the time that this seemingly simple change would become the beginning of my career for decades.

      I thought I was leaving accounting.

      What I was really doing was discovering a new version of myself.

      I found that I loved customers. I loved technology. I loved solving problems. I loved learning about businesses.

      And most of all, I loved the pace and possibility of the software industry.

      That first career change opened a door I didn’t even know I was looking for.

      And I walked through it.

    • Working Genius – What’s it all about?

      I am addicted to learning. I read articles, books, and posts and listen to podcasts daily. Knowledge is fuel for my brain.

      When I read Patrick Lencioni’s book The 6 Types of Working Genius, I felt like he was talking to me from each page. I have to admit, I am a big fan of Patrick Lencioni, dating back to The Five Temptations of a CEO.

      After I finished The 6 Types of Working Genius, I started socializing the concepts with the leaders on my team. I gave them the book and they all took the Working Genius assessment. We talked about what the results revealed about us as individuals and our teams.

      It was the perfect time. We were in the process of reorganizing (as is typical in technology companies) and we put our learnings into practice as we formulated our teams and approaches.

      If you’re not familiar with Working Genius, The Six Types of Working Genius assessment is the fastest and simplest way to discover the natural gifts for you and your team. With these understandings, it can help you all thrive at work.

      After extensive study, Patrick Lencioni’s organization, The Table Group, determined that each of us is brought joy by our Geniuses and is drained by our Frustrations. There are six types of geniuses that are ranked, not rated.

      Article content

      The Geniuses are:

      • Wonder – The natural gift of pondering the possibility of greater potential and opportunity in a given situation. People with a Wonder Genius are the big picture thinkers.
      • Invention – The natural gift of creating original and novel ideas and solutions. These team members are the ones who rattle off idea after idea, not necessarily all good, but great in a brainstorm!
      • Discernment – The natural gift of intuitively and instinctively evaluating ideas and situations. These folks always help us get real. “What idea are we pursuing and does it make sense?”
      • Galvanizing – The natural gift of rallying, inspiring, and organizing others to take action. These team members are the cheerleaders, the “follow me” people.
      • Enablement – The natural gift of providing encouragement and assistance for an idea or project. Nothing gets done without the resources, planning and encouraging these team members provide.
      • Tenacity – The natural gift of pushing projects or tasks to completion to achieve results. These team members are the GSD (Get Stuff Done) people. They bring you over the finish line and remind you to keep focused, time after time.

      The types ranked highest, based on the assessment, are considered your Geniuses. These bring you joy and fulfillment. My Geniuses are Galvanizing and Invention. Anyone who has worked with me knows I love to get people excited about our work together and that I always have tons of ideas and a passion for invention.

      The two ranked lowest are your Frustrations. This doesn’t mean you stink at these, it’s just that they drain your tank and are the things you may procrastinate to get to. Focusing on these areas as the basis for your job can also lead to low engagement and burnout. My Frustrations are Wonder and Tenacity.

      The middle two are your Competencies. These neither fill you up nor drain you. They also can indicate a strength that can be tapped into. My Competencies are Discernment and Enablement.

      Even with the brief explanation above, I can hear your gears turning on which you think your Geniuses are or nodding your head as you know which are your Frustrations! I can tell you, it was no surprise to me that Tenacity was not top of my list. Knowing how many nights I was at my desk finishing things up I had procrastinated starting was a tell-tale sign.

      The insights of the assessment and the readout was invaluable to telling me more about myself and my people.

      Teams that adopt Working Genius experience increased morale and productivity while also decreasing frustration and turnover. The outcomes of adopting Working Genius can be seen across your organization.

      • Maximizes Your Team’s Geniuses
      • Addresses Frustrations and Inefficiencies
      • Improves Meetings, Hiring, and Staffing

      As we considered the composition of the teams within our organization, we started to look at not only who had traditionally been on a team together, but also what Geniuses they represented. Where possible, we put together teams with Genius coverage in all six types. We also looked at what we were asking people to do in the team and began thinking about whose Tenacity Genius was going to help us see programs through to the end.

      Now that I am coaching individuals and teams, I’m excited to bring my experience with Working Genius, and my certification as a Working Genius Facilitator, to my coaching practice.

      What I love most about Working Genius is that it gives us a practical language for something many of us have experienced but may not have been able to articulate: why some parts of our work energize us while other parts leave us exhausted.

      It also reminds us that we don’t have to be great at everything. In fact, the most effective teams aren’t made up of people who all think and work the same way. They are made up of people whose natural gifts complement one another.

      For me, that’s the real power of Working Genius. It isn’t about putting people in boxes or labeling what they can or cannot do. It’s about understanding where we naturally thrive, recognizing where we may need others, and intentionally creating environments where people can do more of the work that brings them energy and fulfillment.

      As I continue my journey in executive coaching, I’m excited to add Working Genius to my toolkit. Sometimes the first step toward becoming a better leader, building a stronger team, or simply finding more satisfaction in our work is understanding what makes us come alive and what drains us.

      Once we know that, we can start working with our Genius instead of against it.

    • Chapter Two: Two People Who Shaped Me

      Frank Whitworth was from another era.

      He kept detailed financial data on huge green sheets in bound ledgers that went back to the 1950s. He wore a white shirt, blue suit and tie, and polished leather shoes you could see your reflection in. He carried a beat-up leather briefcase that held his lunch.

      He was a classy gentleman who we all loved and respected.

      Eileen Vogler was a classic, too. She got her hair done at the beauty parlor on Saturday mornings. Her nails, clothing, and coordinated accessories were always perfect. She had a saying for everything, each one eliciting a chuckle. “I’d feel for you, but I can hardly reach you” was her response to anyone with a small complaint.

      Frank and Eileen were from the early days of the J. Paul Getty Trust, when “Mr. Getty” was directing activities from his estate in England. They were the trusted guardians of investment accounting and cash management and had played those roles longer than anyone could remember.

      I learned so much from both of them, but not what you might expect.

      Frank’s Lessons

      Frank taught me more about meticulous record keeping and the pursuit of balanced ledgers than anything I had learned in my accounting classes. He was fastidious in his work.

      He was a true gentleman.

      He never said a bad word about anyone and was quick to find a positive quality in the people he worked with. He knew everyone’s name and greeted each person warmly as he walked through the office to his desk.

      Frank noticed things.

      One of our coworkers never brought lunch. Her mornings were hectic getting her kids out the door, and she didn’t want to spend her hard-earned wages at the expensive cafe in our building.

      Frank asked his wife to pack an extra sandwich and some fruit. Each morning, he quietly and anonymously placed them on her desk before she arrived.

      No fanfare. No recognition sought. Just kindness.

      Frank worked hard, too. He was always prompt to arrive and left at the same time each day. His time at home with his wife was precious to him and he was eager to get home to her every day.

      They had been together for more than 50 years. He quipped that his bride would have dinner ready and Jeopardy wouldn’t wait.

      Screenshot 2026-10-01 at 4.17.07 PM

      J.Paul Getty Museum Ranch House circa 1954

      Eileen’s Lessons

      Eileen shared a different set of lessons.

      She was especially mindful of waste. One evening, I came across her removing paperclips from piles of paper in the “To Be Shredded” box and returning them to the paperclip containers.

      Before I could say anything, she explained that “Mr. Getty” didn’t like waste, so she had become accustomed to being mindful of throwing useful things away.

      She told us stories of the early Getty Museum days, when it occupied a few rooms in the back of the Getty Villa in Malibu and was more of a tax write-off for J. Paul Getty’s art and furniture collecting hobby. There was even a small zoo!

      She told us about taking the Red Car to work in Los Angeles and how convenient life in the city was without a car. Those days were long gone.

      She was a bustler. Always bustling around the office, putting things in their place, keeping order, ensuring our coffee pot was full and fresh, and the copy machine stocked with paper.

      She cared about tidiness and inspired it in all of us.

      As computers became increasingly essential to our roles, we watched Eileen dig in and learn the systems. She was over 70, and her newfound skills delighted her. She pulled me over to her desk to show me a new report she had written or an inquiry she had discovered.

      She wasn’t afraid of advancing technology. She grabbed on to it!

      Lessons That Last

      As I closed my chapter at The J. Paul Getty Trust to follow my love of software and join PeopleSoft, I reflected on all the lessons I had learned from these seasoned coworkers.

      From Frank:

      • Be kind.
      • Pay attention.
      • Work hard.
      • Accuracy matters.

      From Eileen:

      • Spend it like it’s your own.
      • Tell your story.
      • Be tidy at work.
      • Learn and grow.

      I valued every lesson these humble, caring people shared. I didn’t realize at the time just how much they would shape the professional and person I became.

      Frank passed away several years into my Getty career.

      One day, he didn’t show up for work, so we called his home. His wife told us that he went to bed the night before and never woke up. He passed away right where he wanted to be, by her side.

      She shared that he was worried about an out-of-balance account when he came home the evening before and was eager to return to work to figure it out.

      He loved numbers. He loved his family. And he made all of us feel his warmth every day.

      As he walked out the door each night, he gave us a wave and his signature farewell:

      “Goodnight, all you good people. See you tomorrow.”

      The final lesson from Frank?

      Always cherish what can come tomorrow.

      I was heading into a world of software and technology, but the most important lessons I carried forward had nothing to do with technology.

    • Chapter One: “You have nothing to teach me!”

      “You need to know. You have nothing to teach me!”

      Nancy stood in the office with her hands on her hips looking at me angrily.  I was her newly named supervisor.  She had been doing her job for 30 years and was very annoyed that she was passed over for the Accounting Supervisor role.

      My excitement about my role at the Getty Trust was tempered with a bit of anxiety already.  This was my first job as an official supervisor. Being a Girl Scout leader and assistant manager at an ice cream shop didn’t prepare me for this.  I didn’t get through my first week before Nancy came to set me straight.

      Fortunately, my instincts kicked in. “I was not planning to teach you.  I was planning to work alongside you and learn from your know-how on Payroll.”

      Her hands came off her hips as her anger started to dissipate. My heart raced as I waited for her next move.

      “Ok, just so we’re on the same page. I wanted to make sure you knew that I am a great Payroll Manager and I’m good on my own” she admonished me as she walked out and shut the glass door firmly.

      In a glass office, there is no room for showing how rattled I was after such an encounter. I sat there until my hands stopped shaking and went back to my own desk. I knew my work was cut out for me as a new manager.

      When I got home, I called my mentor. My grandfather.

      IMG_0673

      Grandpa in 1940s – dapper guy, rare picture without a cigar. Even then!

      He was a comptroller for a regional aluminum window manufacturer in New Jersey.  Never without a cigar in his mouth, my grandfather was a sage businessman and mentored me as I began working “real jobs.”

      He shared wisdom I kept with me throughout my career.  Here’s some of Marty’s wise countenance on managing people:

      Don’t respond to anger with anger: He was proud that I didn’t snap back at Nancy. Rarely does meeting an angry employee with your own anger work.  It’s important to read the room. I knew Nancy was mad that I got the role and she didn’t.  Finding a path to get the air out of the anger balloon was critical for Nancy and I to move forward.

      Follow up with curiosity: I could have tried to hash out the issue during such a confrontation, but another path was to follow up with curiosity.  Over the next weeks, I demonstrated interest and curiosity about Nancy’s role. Not in a creepy “I’m learning how to get rid of you” way, but as a genuine desire to understand and help.  She began to trust me and even asked me some questions.

      Everyone has a story: One time Grandpa was interviewing a truck driver. Part of the interview was to go out for a test drive. The guy had an excellent driving record and references.

      As they went driving through the urban area, they chatted about the driver’s family, where he grew up and he shared that he and his wife were caring for his elderly mother during off hours.  While they chatted, they passed under a trestle bridge, and the top of the truck struck the bridge.

      While rattled, no one was hurt and the damage was repairable.

      Grandpa hired the guy.  His logic was that anyone supporting his expanded family would never hit another bridge.  Grandpa wasn’t wrong, the truck driver celebrated over 10 years of accident-free driving with the aluminum company.

      I didn’t know Nancy’s story yet, but Grandpa’s rule was that I needed to find out.

      Nancy and I worked together for the next several years. As we migrated through two new payroll systems, she appreciated my collaboration with her.  New systems were hard for her, and one day she quietly pulled me aside for a hug and said “I guess you are my teacher now.” A long way from where we started.

      Over the years I have kept all my grandfather’s guidance in mind as I worked with my teams.  His kindness and humanity made him a treasured leader of his employees. I don’t smoke cigars but hope I can strive to be just like Marty in most things.

      A patient teacher, good listener, funny and quirky, and most of all, caring.  Grandpa truly helped get me off on the right foot.

      This is Chapter One of a career that takes me from ledgers to software.  More to come.

      End Note: Despite her passing away years ago, I changed Nancy’s name for this post.

    • What Are Your Non-Negotiables?

      What Are Your Non-Negotiables?

      Periodically, I take stock.

      When I found myself at my latest career crossroads, I decided to be more intentional about my next move than I had been in the past.

      I’ve always believed in going toward my next move rather than away from where I was. Often a new opportunity was right in front of me that satisfied my career aspirations, and I moved.

      This time was different.

      Thanks to some wise guidance from my coach, Sadie Wackett, I spent time thinking about my non-negotiables as I formulated my plan.

      It was a surprisingly powerful exercise.

      Not because I suddenly had all the answers. Quite the opposite. It helped me get clearer about the questions I needed to ask.

      What really matters to you? We often evaluate opportunities by asking:

      What does it pay? What is the title? Is it interesting? Will I be successful? What does it look like on my resume?

      Those are reasonable questions.  But what about:

      What do I need this next chapter to give me? What am I no longer willing to compromise? What kind of people do I want around me? How do I want to spend my time? What do I want more of and less of?

      Those questions get closer to the heart of a decision.

      For me, identifying my non-negotiables created a filter.

      It helped me distinguish between something that was simply a good opportunity and something that was the right opportunity for me.

      And there’s an important distinction.

      A non-negotiable isn’t necessarily something you demand from everyone else. It is a commitment you make to yourself about what you need to do your best work and live the life you want.

      Sometimes, our non-negotiables are about circumstances.

      Sometimes they’re about relationships.

      Sometimes they’re about how we want to feel at the end of a workday.

      And sometimes they reveal something we’ve known for a long time but haven’t been willing to acknowledge.

      Try this exercise, the next time you’re at a crossroads, career or otherwise, make three lists and then sit with them, think about what’s next:

      • What matters? What do I want more of in my life or work?
      • What am I willing to give up? What am I ready to stop tolerating or spending my energy on?
      • What am I unwilling to compromise? What must be true for my next chapter to be right for me?

      From these lists, you now create your list of non-negotiables.

      Then ask yourself one more question:

      What am I willing to give up to honor these non-negotiables?

      Because that’s where it gets real.

      Every choice has a trade-off. Knowing what matters isn’t enough. We also must be willing to make choices that protect what matters.

      Looking back, I realize that many of my career decisions were good decisions. But I wonder how different some of them might have been if I’d spent more time defining my non-negotiables before the opportunity arrived.

      That’s one of the things I love about coaching.

      Sometimes we don’t need someone to tell us what to do.

      We need someone to help us slow down long enough to discover what we already know.

      My non-negotiables: As I reviewed mine, I realized they reflect my life today.  The non-negotiables I choose today are not the same as I may have chosen years ago.  This exercise highlighted for me the importance of examining our non-negotiables periodically as our priorities and thinking shift.

      • Remaining present and invested in my family relationships
      • Continuing the deeper connection I rebuilt with my children and grandchildren
      • Protecting time for friendships and relationships I refreshed over the past several months
      • Prioritizing my health, fitness, and wellbeing
      • Maintaining the activities that ground and energize me, including reading and gardening

      So, what are your non-negotiables?

      Are your choices reflecting them?