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                                                September 4, 2000, p. 12

Go Learn it on the Mountain

The Wharton School at the University of Pennsylvania uses peak experiences to teach leadership

By Kerry Townsend

To a casual observer, the group making its way to the base of an 18,200 ft peak near Mount Everest in Nepal would appear to be behaving much like any other bunch of enthusiastic hikers. The 16-member team wakes early - at about dawn - and, after trekking eight miles or so, sets up camp and prepares dinner. But this group of hikers then does something unusual: they take a management class.

Michael Useem, who teaches leadership at the Wharton School at the University of Pennsylvania, says the side of a mountain is the perfect place from which to teach leadership. "Mountains are a metaphor for life and leadership," he says. "We talk about getting to the top and the challenges to get up. It is using mountaineering as a vehicle for talking about leadership."

In May, Prof Useem, with experienced climber Edwin Bernbaum, led his third "Wharton Leadership Trek to Mt. Everest". The trip, an optional part of the course, is designed to teach leadership skills in a real-life setting and usually lasts two weeks at a cost of about $5,000. Originally limited to graduates of the school's executive MBA programme, the trek has become so popular that next year the 20 slots will also be available to all regular MBA students and participants in the school's executive education programme.

The lessons, while generally the same as those taken in the classroom, are adapted to the non-traditional setting. The assigned reading, for instance, includes Jon Krakauer's Into Thin Air about a tragedy in 1996 in which eight hikers died on the mountain. The sessions often focus on the leadership lessons learnt that fateful day. "A typical discussion point would be: 'What did happen, and why did it happen? What were the leadership failings and what were the errors?'" Prof Useem says.

The participants also study the challenges of management by taking turns leading the group. While a native guide is there to assist, each day two different students must plan the day's activities, including the midday meal and a lesson, and decide the direction of the day's hike. By the evening those same students must test their leadership skills by persuading a very tired group of hikers to discuss management.

"Often you just want to lie there to help the body recover. But a leader can't do that. He or she must ensure the welfare of everybody there," Prof Useem says. "Just like at publicly traded companies, the leader can't put personal interests in front of shareholders and employees."

To teach teamwork, Prof Useem encourages each participant to help the daily leader make decisions about the hike. This "leading up" style, he says, allows better problem solving.

When one of the hikers this year became ill at the highest camp - at about 14,500ft - the team had a chance to put this management style to work. The hiker, Steve Fahmie, a May 2000 graduate, had become dizzy and nauseous and was unable to continue. When the trip's doctor decided he needed medical attention, the whole group pitched in to help.

A few team members even volunteered to help him down the mountain. "Probably some of them would have made it [to the summit], but we were in a very isolated valley and walking back alone would not have been a wise thing to do," Prof Useem recalls.

Leadership became a required course at Wharton in the early 1990s after the school heard from companies such as Goldman Sachs that they would be looking for candidates with more functional skills. In 1996, the school created the Wharton Center for Leadership and Change, a research centre devoted to the subject.

"When competition is intense, when the market is fast-changing, then the leadership qualities in management become vital," Prof Useem says.

Shortly after, Prof Useem began to send students to Gettysburg's battlefields to study how Robert E. Lee, the Confederate general, led his troops. The popular trip, which has about 100 participants every year, was the impetus for the Everest programme. "I myself was already a mountaineer, and I knew that there were cases out there to study," he says.

Prof Useem is now trying to use the Everest trip as a corporate training programme. Companies such as Merrill Lynch and Bethlehem Steel have already sent their employees to Gettysburg. He also has plans to start a second annual Everest trek in October, the only other time during the year that it is safe enough to hike.

The popularity of the programme is due in part to Prof Useem's ability to connect with his students. They say that, while they learn a lot from his classes, it is he, too, who inspires them as leaders. But Prof Useem, ever the teacher, says that while he is flattered, he sees it as only another lesson in leadership.

"It is just a page out of [General Electric chairman] Jack Welch's play book. For anybody who is in any kind of position to make things happen, it is the obligation of those working with them to become leaders themselves. To help others acquire the kind of leadership they know they want to have . . . I think that would be the ultimate measure of success."

 Professor Michael Useem, pointing, with trekkers 
at the lower summit of Chukhung Ri

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