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Purpose of the Leadership Trek
Leadership is a capacity
that draws on all aspects of yourself and your
organization. Developing a vision, articulating
it, and inspiring others to achieve it require
not only careful analysis and technical
knowledge but also a sense for what is important
for the organization and for the people in and
around it. Mastering these abilities is a
lifelong endeavor, and the Leadership Trek to
Mt. Everest provides an opportunity to continue
your leadership development, exercise your body
and cross-train your mind, and reflect on your
leadership with fellow graduates of the Wharton
Executive MBA program and others amongst the
awe-inspiring peaks of the Himalayas.
Images of mountains
resonate deeply in cultures around the world;
they are symbols of patience and strength,
effort and inspiration. Mountain climbers, like
the mountains they climb, hold a central place
in modern business and society, a paradigm for
how individuals striving for a goal can achieve
what others label impossible. Reaching a
summit, however, is usually far more than a
personal achievement, for it almost always
depends on collective effort, with the
contribution of each required for the success of
all. As the Japanese leader of a Mount Fuji
society puts it, “The most important thing in
climbing is the inner strength to help each
other, so that not just the strongest but all
the members of the group reach the goal.”“
The seminar trek uses
mountains, mountaineering, and trekking as
powerful cross-cultural metaphors to expand and
deepen our understanding of leadership and
teamwork:
·
How have expeditions to Everest,
Annapurna, K2 and other Himalayan peaks built
the leadership and teamwork required to reach
the summit – or to retreat safely when good
judgment suggests they should?
·
How do non-Western ways of
approaching mountains reveal different
possibilities of leading and working together as
a team?
·
Can the mysterious hidden valleys
of Tibetan lore, some resembling the fictional
Shangri-La of James Hilton’s novel, Lost
Horizon, help us understand the underlying
purpose of leadership and teamwork?
·
What does it mean to reach a
summit? What have we achieved? What should be
next?
LOCATION
We
fly to Kathmandu, capital of Nepal, and then to
Lukla in the Mt. Everest region. From there, we
trek by foot up legendary valleys toward Mt.
Everest, visiting the Buddhist monastery at
Tengboche and reaching a lookout at Chukhung Ri,
a peak of 18,238 feet beneath Lhotse, the
world’s fourth highest mountain (after Everest,
K2, and Kangchenjunga). The views from Chukhung
Ri and points on the way are stunning.
TREK LEADERS
Edwin Bernbaum is
author, lecturer, scholar, mountaineer, and
experienced trek leader. Ed holds a doctoral
degree in Asian Studies from the University of
California, Berkeley, where he is a Research
Associate. A
member of the World Conservation Union, he
directs the Sacred Mountains Program at The
Mountain Institute with projects at Mount
Rainier, Rocky Mountain, and Great Smoky
Mountains National Parks. He is the
author of
The Way to Shambhala: A Search for the
Mythical Kingdom Beyond the Himalayas
(Shambhala Publications, 2001), a study of
Tibetan myths and legends of hidden valleys, and
of the award-winning Sacred Mountains of the
World (University of California Press,
1998), which was the basis for an exhibit of his
photographs at the Smithsonian Institution. A
past instructor at the Colorado Outward Bound
School and a member of the American Alpine Club,
Ed has done extensive research on the role of
mountain metaphors in leadership and has
climbed, trekked, and led groups in mountains
around the world. He consults and lectures
widely on mountains, creativity, leadership, and
teamwork to organizations such as the American
Museum of Natural History,
AACSB (International
Association for Management Education),
the National Geographic Society, the
Smithsonian Institution, and Sprint
Corporation. Tel.: 510-527-1229. E-mail:
<bernbaum@socrates.berkeley.edu>.
Michael Useem is
William and Jacalyn Egan Professor of Management
and Director of the Center for Leadership and
Change Management at the Wharton School,
University of Pennsylvania. Mike is author of
Leading Up: How to Lead Your Boss So You Both
Win (Crown Books/Random House, 2001), The
Leadership Moment: Nine True Stories of Triumph
and Disaster and Their Lessons for Us All
(Random House, 1998), Investor Capitalism:
How Money Managers Are Changing the Face of
Corporate America (Basic
Books/HarperCollins, 1996) and Executive
Defense: Shareholder Power and Corporate
Reorganization (Harvard University Press,
1993). He has consulted on organizational
development with companies, U.S. Agency for
International Development, U.N. organizations,
and other agencies in the Latin America, Asia,
and Africa. His university teaching includes
MBA and executive-MBA courses on leadership and
change, he offers programs for managers in the
U.S., Asia, Europe, and Latin America, and he
has climbed in the Alps, Cascades, Sierras,
Tetons, and East Africa. Tel.: 215-898-7684.
E-mail: <useem@wharton.upenn.edu>.
Ang Jangbu Sherpa: In Nepal, our trek is
organized and supported by Ang Jangbu Sherpa,
one of the most experienced trekking and
climbing guides in the Himalayas. He is a
partner and director of Great Escapes, a premier
trekking and climbing organizations in Nepal.
Educated at the Sir Edmund Hillary Schools in
the villages of Phortse and Khumjung (we will
visit both villages), Jangbu summited Mt.
Everest on the 1990 American Everest
Expedition. His other expeditions include the
1981 American Medical Research Expedition to
Everest, the first Belgian Expedition to
Dhaulagiri in 1982 (where he summited), the 1983
American Men & Women’s Everest Expedition (led
by Geographic Expeditions President Jim Sano),
the 1986 American Everest Hang Gliding
Expedition, the 1991 American Everest
Expedition, and the 1992 British Makalu
Expedition. Ang Jangbu has climbed Europe’s Mt.
Blanc and most of the 14,000 foot peaks in
Colorado, and has served as instructor for
Colorado Outward Bound. In 1999, Ang Jangbu and
Great Escapes provided support to the Mallory &
Irvine Research Expedition that discovered
George Mallory’s remains on Mt. Everest.
E-mail: <jangbu@get.wlink.com.np>.
Evan Wittenberg is the Director of the
Wharton Leadership Program. He has
responsibility for the core MBA course
Foundations of Leadership and Teamwork, and
teaches in the MBA program. Evan’s work focuses
on change management and leadership
development. An avid world traveler and
outdoorsman, his most recent summits include
Kilimanjaro (Tanzania, 19,340 ft.) and Cotopaxi
(Ecuador, 19,347 ft.). Never shy of a good
physical challenge, Evan is a black belt and
instructor in full contact karate, and plays
rugby with the Wharton Wharthogs. He is an MBA
graduate of the Wharton School. Tel.:
215-573-0590. E-mail:
evanwitt@wharton.upenn.edu.

OUTFITTERS
Geographic Expeditions, one
of the leading American outfitters for treks of
this kind, is preparing and supporting the
trip. Sanjay Saxena and Vivi Mayer are
responsible for our trip (800-777-8183,
sanjay@geoex.com, vivi@geoex.com), and Herbert
Fong (herbert@geoex.com)
helps arrange travel to Nepal. In Nepal,
Great Escapes provides our direct trekking
support.
Conditioning
The trip entails much up
and downhill movement on mountain trails for six
to seven hours per day. We begin at an
elevation of 9,300 feet and reach more than
18,000 feet at our high points. Participants
should follow a good aerobic and stair climbing
program or engage in frequent hiking in hilly
country prior to the trip. Extreme conditioning
is not required, but a vigorous conditioning
program should be followed to ensure that you
comfortably master the terrain, and you must not
be over-weight. For the sake of the group and
your own enjoyment, it is very important to be
in good shape at the start. The trek involves
no technical mountaineering, and it does not use
ropes, crampons or other climbing equipment.
ORGANIZATION OF THE TREK
We emphasize continuous
learning on the trail through daily pre-planned
seminars and many unanticipated events on the
trail. Most days have a noontime seminar on a
topic related to leadership and teamwork, and an
evening discussion generally related to the
day’s experience and plans for the next day. We
devote time to considering leadership and team
dynamics on the historic climbs of Mt. Everest,
An napurna and
other peaks, across organizations and cultures,
and within our own trekking party, and we draw
out the lessons for leadership and teamwork in
our work and personal lives. We meet with
monks at the Tengboche monastery and officials
of Sagarmatha (Mt.
Everest)
National Park, and engage with sherpas along the
way. We are sure to encounter a number of
unanticipated events on the trail. During the
past four years, for instance, we have met a
number of climbers who had just summitted Mt.
Everest.
From time to time our group
is divided into sub-groups for trekking and
discussion during part of the day to provide
more opportunities for personal engagement, but
we re-gather for all meals and evening events.
ROTATING
LEADERSHIP
Two trek participants take
responsibility for each day’s events. They lead
the mid-day seminar and the evening discussion,
and they carry responsibilities for the day’s
goal setting, special challenges, logistical
issues, teamwork concerns, organizational
dilemmas, and personal problems ranging from
irritation to illness. They meet with
the venture organizers
the day before their day of responsibility to
review plans and challenges for the following
day, and during the evening discussion prior to
their day, they outline the next day’s departure
times, itinerary, and preparations. During the
evening discussion of their day, they describe
the challenges in the day’s leadership
experience.
ENTREPRENEURIAL AND
DEVELOPMENT PLANS
Participants are encouraged
to create plans for entrepreneurial ventures and
development projects for the Khumbu region, and
awards for the best plans are presented at the
trek’s final dinner and celebration in Kathmandu
on the final evening. Among the projects
proposed on past treks are the introduction of
solar power for the spinning of prayer wheels
along the trail and an investment in the
development of athletic facilities of a primary
school in the village of Phortse.
ONLINE
INFORMATION
Information on Mt. Everest
and its region can be found at several web
sites:
Mt. Everest News
http://www.everestnews.com
Mt. Everest in the Mountain Zone
http://climb.mountainzone.com/everest/html/index.html
Mt. Everest Net
http://www.mnteverest.net
Nepal Photo Index
http://www.vic.com/nepal/images/index2.html
Nepal News Online
http://www.nepalnews.com
Nova Online | Lost on Everest: The
Search for Mallory and Irvine
http://www.pbs.org/wgbh/pages/nova/everest
Tengboche Monastery
http://www.tengboche.com/religious_life/the_abbot.htm
Trekking in Nepal
http://www.trekinfo.com
TREK READINGS
Books and articles on
leadership, teamwork, trekking, mountaineering,
Himalayan lore, and Nepalese culture are
usefully read as preparation for the trek.
Everybody should independently purchase and read
Jon Krakauer’s Into Thin Air: A Personal
Account of the Mt. Everest Disaster.
(Villard/Random House, 1997).
The trek reader includes
the following articles and book excerpts:
Jamie McGuinness, Trekking in the Everest
Region. Surrey, U.K.: Trailblazer
Publications, 1998 (3rd Edition), pp.
146-177.
Edwin Bernbaum, Sacred Mountains of the World.
Berkeley, Ca.: University of California Press,
1998, Introduction (pp. xiii-xxii) and Chapter
1, “The Himalayas: Abode of the Sacred” (pp.
2-23).
Infoplease.com, The World’s 14 Highest Mountain
Peaks.
MntEverest.net, Quotes on Everest.
National Outdoor Leadership School,
Leadership Education Toolbox. Lander,
Wyoming: National Outdoor Leadership School,
2000, pp. 30-32 and 40-42.
Maurice Herzog, Annapurna: First Conquest of
an 8000-meter Peak. New York: Dutton, 1997.
Foreword; Ch. 1 “Preparations”; Ch.12, “The
Assault”; Ch. 13, “The Third of June”; Ch. 14,
“The Crevasse”; Ch. 15, “The Avalanche”; Ch. 17,
“The Woods of Lete”; Ch. 20, “There Are Other
Annapurnas.”
Arlene Blum, Annapurna: A Woman’s Place.
San Francisco: Sierra Club Books, 1998 (20th
anniversary edition), Chapter 7, “The Mountain
Gods,” pp. 96-108.
David Roberts, “Rewriting Annapurna?”
Climbing Magazine, December 15, 1997 –
February 1, 1998, pp. 72-78.
Edwin Bernbaum, The Way to Shambala: The
Search for the Mythical Kingdom Beyond the
Himalayas. Garden City, N.Y.: Anchor
Press/Doubleday, 1980, Ch. 1, “Behind the
Ranges”; Ch. 3, “The Hidden Valleys”; Ch. 5,
“The Wheel of Time.”
Excerpts from Buddhist Scriptures, Edward
Conze, translator. New York: Viking Press, 1959
reprint.
Sherry B. Ortner, Life and Death on Mt.
Everest: Sherpas and Himalayan Mountaineering.
Princeton: Princeton University Press, 1999.
Chapter 3, “Sherpas”
Christoph von Furer-Haimendorff, The Sherpas
of Nepal: Buddhist Highlanders. Berkeley:
University of California Press, 1964, pp.
281-283.
Edwin Bernbaum, compiler, Mountain Passages.
Thomas F. Hornbein, Everest, The West Ridge.
New York: Mountaineers Books, 1998, excerpts.
Trip Gabriel, “Scaling Corporate Heights Without
Going Over a Cliff,” New York Times, June
1, 1997, p. F 10.
Bowen McCoy, “The Parable of the Sadhu,”
Harvard Business Review, September-October,
1983, pp. 103-108.
Excerpts from The Song of God: The
Bhagavad Gita. Swami Prabhavananda and
Christopher Isherwood, translators. New York:
New American Library, 1987.
Excerpts from The Way of Life According to
Lao Tzu, Witter Bynner, translator. New
York: Berkeley Publishing Group, 1986 reprint.
Merck and River Blindness.
We recommend reading John
Gardner’s On Leadership (Free Press,
1993) and Mike Useem’s The Leadership Moment:
Nine True Stories of Triumph and Disaster and
Their Lessons for Us All (Random House,
1998) as general foundations for thinking about
leadership. We also recommend, time permitting,
the full books by Arlene Blum, Maurice Herzog,
and Thomas Hornbein cited above. You may wish
to purchase Ngawang Tenzin Zangbu and Frances
Klatzel’s Stories and Customs of the Sherpas
online or in Kathmandu (Kathmandu: Mera
Publications, 2000).
TREK
ITINERARY AND SEMINARS
Himal jane bela ayo!
Nepalese: It’s time to go to the Himalayas.
Tanda ngantso kangrila dro goyö.
Tibetan: Now we must go to the glacial snow
mountains (the Himalayas).
Day 1:
Kathmandu (4,590 feet)
Travel: Many trekkers arrive in Kathmandu
by early afternoon, though some may have come a
day or two earlier. The afternoon is free to
explore the winding lanes and ancient courtyards
of Kathmandu. Late in the afternoon we are
briefed by Ang Jangbu Sherpa of Great Escapes on
the logistics of the trek, with details on
transportation, weather, and the Sherpa team.
Staying at the Shangrila Hotel, our first
evening discussion is held over dinner.
Reading: Jamie
McGuinness, Trekking in the Everest Region,
pp. 146-177.
Evening discussion:
Trekking, Leadership, and Teamwork
Self-introductions, the
purpose of the trek, personal reasons for
joining the trek, and building a trekking team.
Future prizes are announced for participants who
can name all of the world’s fourteen 8,000-meter
peaks and who know the names of all of our
sherpa guides by dinner of our first evening in
the village of Dingboche.
day 2:
PHAKDING (8,700 feet)
Trek: Morning
transfer to Kathmandu Airport for the flight to
Lukla, a landing strip hewn out of the rocky
mountainside at an elevation of 9,350 feet. Due
to the unpredictable nature of mountain weather,
delays can occur. The flight path is parallel
to the Himalayas, and the great massifs of
Gaurishankar, Menlungtse, and Cho Oyu are
visible. The Sherpa team is waiting for us at
Lukla, and when all is ready, we set forth on a
broad trail leading down to the Dudh Kosi
River. From here, the trail leads along the
east bank, gradually gaining elevation to the
village of Phakding, where the first night’s
camp is made.
Lunch seminar:
Mountain Lore and Metaphor
Trekking and climbing
provide natural metaphors for moving through a
corporate environment and attaining personal and
organizational goals. By examining the variety
of ways people approach mountains, we can use
mountains as metaphors to help us find new and
more creative ways of dealing with problems in
the office or at home. Discussion establishes a
framework for relating experiences on the trek
to issues of leadership and teamwork in the
workplace. We look during the days that
follow to identify a mountain that best
represents the work career and personal course
that lie ahead for each of us.
Reading: Ed
Bernbaum, Sacred Mountains of the World,
Introduction and Chapter 1, “The Himalayas”;
Quotes on Mt. Everest.
Exercise: We begin
by focusing on our destination ahead. During
the next phase of the exercise, we focus on what
is around us. Finally, we imagine a place or
activity where we would like to be or be doing
if we were not trekking into one of the great
mountain landscapes on earth. With this
experience, our evening discussion is devoted to
issues of strategic planning, goal setting,
process, personal inspiration, and responding to
changing situations and evolving conditions.
Evening discussion:
Setting the stage: Debriefing on the day, what
lies ahead, a report on the day’s leadership
experience, a reporting by all on their physical
and health conditions, and an introduction to
all of the members of the Sherpa team (we
present trek shirts to each).
Reading: National
Outdoor Leadership School, Leadership
Education Toolbox, excerpts.
day 3:
NAMCHE BAZAR (ll,300 feet)
Trek: A long and
challenging day with many ups and downs from
Phakding to Namche, with and extended and steep
hill trail leading into Namche. Along the trail
are villages interspersed with forests of
rhododendron, magnolia trees, and giant firs.
Towards the end of the day, about half-way up
the final hill to Namche, we find our first
views of the snowed-capped summits of Lhotse
(27,916 feet) and Mt. Everest (29,035 feet).
The town of Namche is the largest and most
prosperous in the Khumbu region of Nepal.
Historically, it was the trading center where
grain from the south was exchanged for salt from
Tibet, and it remains the main trading center of
the region today.
Lunch seminar:
Leadership, Decisions, and Risk
We use excerpts Maurice
Herzog’s and Arlene Blum’s books on Annapurna to
discuss the extent to which the leader should
become directly engaged in the daily work of the
organization, and how they make decisions and
manage risk.
Maurice Herzog’s climb of
Annapurna is unusual in that it offers one of
the few examples of the leader of a large
expedition actually going to the top and making
a first ascent. Given what happened to Herzog
and others on the way down, would they have been
better off if he had stayed below in a better
command post where he could have communicated
and coordinated evacuation efforts more
effectively? On the other hand, did his act of
leading to the top prove critical in motivating
and guiding the team on the way up?
In Arlene Blum’s
expedition, she does not go for the top for
herself, but four others do succeed in reaching
it. Then, two others set out for a second
ascent despite Blum’s misgivings and her
cautioning against it. The two never return.
Should – and could – Blum and others on the
expedition have prevented the twosome’s fateful
decision to go for the summit?
Readings: Chapters
from Maurice Herzog, Annapurna, and
Arlene Blum, Annapurna:A Woman’s Place
Exercise: Today the
two leaders experiment with walking at the front
of the group, in the middle, and at the rear,
focusing on the pros and cons of each for team
leadership, both on the trail and in the work
world. On succeeding days, the two leaders
experiment with this and other approaches, and
the day’s experience becomes part of each
evening’s discussion.
Evening discussion:
Divergent Participant Accounts of Shared Events
Why was Maurice Herzog’s
account of his historic climb of Annapurna
different from the memories of some of the other
expedition members? More generally, what
explains why participants in the same set of
events often have such different memories of
them or create such different accounts of about
them?
Reading: David
Roberts, “Rewriting Annapurna?”

Monastery
at Tengboche
day
4: TENGBOCHE (l2,670
feet)
Trek: After a level
stretch, the trail from Namche drops down to the
Dudh Kosi, a gushing river. Crossing the river
at Phunki Tenga, we climb a long, hillside trail
to the saddle at the top of the hill to
Tengboche Monastery.
Tengboche offers one of the
most stunning panoramas in the Himalaya –
Tawoche (2l,463 feet), Nuptse (25,843 feet), Mt.
Everest (29,035 feet), Lhotse (27,9l6 feet), Ama
Dablam (22,493 feet), Kangtega (22,235 feet),
Thamserku (2l,806 feet), and Kwande (20,806
feet). Founded some fifty years ago by Lama
Gulu, the monastery is the main spiritual center
of the Khumbu. The main temple was destroyed by
an earthquake in l933, was reconstructed and
again destroyed by a fire in 1989, and, with the
assistance of many trekkers, the monastery has
once again been rebuilt.
Buddhism is believed to
have been introduced into the Khumbu towards the
end of the 17th century by Lama Sange Dorje, the
fifth of the reincarnate lamas of the Rongbuk
Monastery in Tibet on the other side of Mt.
Everest. According to local legend, Sange Dorje
flew over the Himalayas and landed on rocks at
Pangboche and Tengboche, where he left his
footprints.
Lunch seminar and
evening discussion: The Buddhist Path to
Awakening
A survey of the nature and
history of Buddhism as preparation for
understanding and appreciating our experience of
Tengboche, and as a basis for approaching
Eastern conceptions of action and leadership.
Readings: Ed
Bernbaum, The Way to Shambhala, Chapter
5, “The Wheel of Time,” and selections from
Buddhist Scriptures
Exercise: We become
acquainted with basic techniques of relaxation
and meditation and explore their possible
applications and benefits for those in stressful
leadership positions. We also examine their
relevance for doing business in Asian cultures,
such as Japan, China, and India.
day 5:
TENGBOCHE (l2,670 feet)
Morning: Weather
permitting, a climb at dawn up the lower slopes
of Kangtega for a commanding view of Tengboche
and the surrounding peaks, including Khumbila,
Ama Dablam, and Mt. Everest.
Meeting: Tibetan
Buddhism and Spiritual Leadership.
Discussion with the
Tengboche Rimpoche, abbot of the monastery, and
his monks on life at a monastery and the role of
spiritual leadership in business and society.
We visit the gomba or temple and discuss Tibetan
art and its relationship to Buddhist thought and
practice. We also look at cultural, educational
and other projects at Tengboche funded by the
Himalayan Trust and the American Himalayan
Foundation. Later in the day, we make an
optional visit to a medical clinic and a nunnery
in the nearby settlement of Deboche.
Lunch seminar and
evening discussion: Divergent Conceptions
of Leadership and Teamwork.
Sherpas traditionally elect
people to serve as village heads only if they do
not aggressively seek the position. Anybody who
wants the job for personal benefit is viewed as
unfit to serve the community. Discussion with
sirdar Ang Jangbu Sherpa – our sherpa leader –
on sherpa conceptions of leadership and
teamwork, and how they differ from Western
ideals. This leads to a more general
examination of divergent conceptions of
leadership in non-Western cultures. During the
evening we discuss the meeting with the
Tengboche Rimpoche and our impressions of the
Tengboche Monastery.
Readings: Christoph
von Furer-Haimendorff, The Sherpas of Nepal,
excerpt; Sherry Ortner, Life and Death on
Mt. Everest, Chapter 3, “Sherpas.”
Exercise: Each of us
selects an inspirational passage from "Mountain
Passages" in the reader -- or a passage of our
own choosing -- and goes off in the afternoon to
a scenic spot to contemplate the view in light
of the chose passage, going back and forth from
mountain to text. We discuss our impressions
afterward and relate the experience to the role
of inspiration and renewal in leadership.

day 6:
DINGBOCHE (14,150 feet):
Trek: Passing
through Deboche, the path climbs gradually to
Pangboche, the location of a gompa built some
300 years ago at the time Buddhism was
introduced into the Khumbu. Climbing steadily,
the route follows the Imja Khola high above the
river. As the valley opens, we cross a
tributary stream coming from the Khumbu Glacier
and hike straight on to the stone village of
Dingboche surrounded by fields of wheat, one of
the highest year-round settlements of the
region.
Exercise: Teams are
formed for the day’s hike, and each team creates
a name, slogan, logo, theme, joke, and song for
a dinner-time presentation.
Lunch seminar:
Alternative Paths to the Top
In Thomas Hornbein’s
Everest: The West Ridge, an account of the
first American ascent of Everest and the
first-ever ascent of its West Ridge in 1963, we
see two objectives and two kinds of leadership
and teamwork at work: those who choose the
unclimbed but less certain West Ridge and those
who choose the previously climbed but more
certain regular route via the South Col. The
former is achieved by a small group in “alpine”
style, the latter through a large team effort in
“siege” or “assault” manner. What are the
distinctive styles of leadership and teamwork
required to make small teams and large
organizations successful?
Reading: Thomas
Hornbein, Everest: The West Ridge,
excerpts.
Evening discussion:
Reaching the Summit and Getting Back.
Did George Mallory and
Andrew Irvine reach the summit of Mt. Everest on
the afternoon of June 8, 1924? What accounts
for the immense interest in whether they did
reach the summit? What defines reaching a
summit, and why is that so important in
mountaineering – and in management? What are
the pitfalls and dangers of getting to the top
and then down from it, both in climbing and
business? How can we better anticipate and plan
for problems?
We plan our goals and
logistics for the next day. Some trekkers will
aim for the summit of Chukhung Ri, others for
other destinations. How can teams within your
organization seek alternative route to the same
– or perhaps even different goals – without
undermining the objectives of one another or the
whole?
Prizes are presented to
those who identify all fourteen of the world’s
8,000-meter peaks and all of our Sherpa guides.
Readings: David
Roberts, “Out of Thin Air: 75 Years Later,
Everest Finally Gives up Mallory’s Ghost.”

day 7:
DINGBOCHE TO CHUKHUNG (15,514 feet) AND
ABOVE
Trek: The trail from
Dingboche is ill‑defined but follows the main
line of the valley ascending gently. We see Ama
Dablam and the high ridges leading to the Amphu
Labtsa pass on the right and the massive
southern flanks of Nuptse on the left Leaving
by 3 AM, we requires several hours to reach the
high village of Chukhung. As dawn breaks, the
trail leads across mixed rubble and grassland,
and the famous south faces of Nuptse and Lhotse
loom above. After a brief tea and coffee break
at Chukhung, many set out for one or both of the
two summits of Chukhung Ri (the 17,772 feet and
18,238 feet). Others set out for vistas on a
high plateau along the way up to Chukhung Ri.
Evening discussion:
Leadership, Teamwork, and Responsibility When It
Really Counts
What went right – and what
went wrong – on the fateful day of May 10, 1996
when three climbing expeditions, simultaneously
nearing the summit of Mt. Everest, are hit by a
violent storm?
The evening discussion is
also devoted to a reporting of the day’s
experiences by the various groups, and a
planning for the next day’s several options.
Readings: Jon
Krakauer, Into Thin Air; Trip Gabriel,
“Scaling Corporate Heights Without Going Over a
Cliff.”
day 8:
exploration of dingboche region
Trek: Following
decisions made at dinner the evening before,
groups may set out for several destinations,
including Nangkartshang Peak above Dingboche,
lakes nestled at the foot of Ama Dablam, the
base camps for Island Peak or Taboche, or toward
the high pass of Amphu Labtsa.
If the weather is not clear
the day before, we reverse the itinerary and do
the preceding on May 10 and climb Chukhung Ri
today. This increases the likelihood of open
vistas on the high point of our trek.
Evening discussion:
What is our obligation and responsibility for
assisting those who are faltering around us?
Arlene Blum writes about her discomfort in
unloading tons of goods and expensive equipment
in front of children with bare feet. Is there
an obligation of the fortunate to aid the less
fortunate, and if so when? Did Buzz McCoy do or
not do the right thing when he encountered the
freezing Sadhu near the high pass not far from
Annapurna? Did Anatoli Boukreev, Rob Hall,
Scott Fischer, and others take the right actions
in assisting others in distress as the storm
enveloped Mt. Everest late on the afternoon of
May 10, 1996?
Readings: Bowen
McCoy, “The Parable of the Sadhu”; Jon Krakauer,
Into Thin Air.

day 9:
PHORTSE (12,467 feet):
Trek: Pass through
Pheriche and reach the village of Phortse, the
home of our sirdar (lead sherpa), Ang Jangbu
Sherpa. Along the way, we visit sacred forests
that have enjoyed greater protection than other
forest areas in Khumbu and examine why this has
been the case. During the evening, we visit a
nearby school assisted by Sir Edmund Hillary and
to which prior Wharton trekkers have made
financial contributions (see
http://leadership.wharton.upenn.edu/everest/Donations.shtml).
Lunch seminar and
evening discussion: Leadership in a
Multi-Cultural World
Starting from our earlier
of Sherpa conceptions of leadership and
teamwork, we go on to explore these issues in
Indian, Chinese, and Japanese cultures and how
they influence the way we do business across
cultures in general. What relevance do the
Bhagavad Gita’s conceptions of selfless
action and Lao Tzu’s ideal of invisible
leadership have in today’s world, both in our
work and personal lives?
Readings: Excerpts
from the Bhagavad Gita and from The
Way of Life According to Lao Tzu.

day 10:
NAMCHE BAZAR (ll,300 feet)
Trek: Traverse
several trails to Namche and the surrounding
region, with some groups possibly visiting the
villages of Khumjung and Kunde (the location of
the region’s main medical clinic), the Everest
View Hotel, and the hostel for Phortse students
that is under construction with donations from
participants on prior Wharton treks.
Lunch seminar:
Divergent Concepts of Mountains, Money, and
Responsibility
Westerners often view
mountains as an objects to be conquered, while
many Nepalese see mountains as sacred places not
to be disturbed. U.S. companies operate across
national boundaries, and they frequently
encounter enormous disparities in wealth and
wage rates. How well should you compensate your
factory or office workers in a third-world
country? Do you have an obligation to assist
people who are destitute? Did Merck do the
right thing in committing itself to donating
Mectizan for treating river blindness forever?
Reading: Merck and
River Blindness
Evening meeting and
discussion: Conservation and Environmental
Leadership
We may have a visit from
the warden and others at the headquarters of
Sagarmatha National Park (a World Heritage
site). We examine questions of sustainable
development, environmental protection, and the
differing roles of national parks and
conservation efforts in developing countries and
the U.S. We also consider the role of culture
in preserving the environment and how business
leaders can contribute.
day 11:
LUKLA (9,350 feet)
Trek: The track is
the same trail used on the first day from
Phakding to Namche. We check into a hotel
adjacent to the airstrip.
Lunch seminar: The
Myths and Mysteries of Modern Life
Beliefs and assumptions,
both true and false, underlie almost every facet
of modern life, functioning for us as myths do
for people in traditional cultures. Elaborated
in the form of stories, theories and ideas, they
shape the ways we think, feel and perceive
ourselves and the world around us. We explore
Himalayan legends – including Hilton’s
Shangri-La – and the myths of our own work world
to examine the ways they shape our behavior and
the ways in which they can be used to shape the
behavior of others.
Reading: Ed
Bernbaum’s The Way to Shambhala,
excerpts.
Evening discussion:
We review our experiences during the trek,
focusing on the leadership and teamwork
implications our work and careers back home.
Evening celebration:
Most of the sherpas remain in the Khumbu region,
and we celebrate the end of our trip with them
through sherpa songs and dance – and American
songs and dance.
day 12:
LUKLA TO KATHMANDU
Travel: Morning
flight from Lukla to Kathmandu. Due to the
unpredictable nature of mountain weather, the
flight may not depart on schedule, but if it
does, afternoon options include swimming at the
Hotel Shangrila, exploring and shopping in the
Kathmandu, and biking in the Kathmandu valley.
Evening discussion:
A representative of the Mountain Institute in
Kathmandu may lead an illustrated discussion of
the Institute’s varied programs in Nepal and
Tibet, including the creation of an
international wildlife preserve around Mt.
Everest.
day 13:
KATHMANDU
Day:
An early morning
flight over Mt. Everest may be taken very early
today or tomorrow morning.
Optional
visits to old Kathmandu and drive to the
Buddhist stupa of Swayambhunath – the mythical
origin of Kathmandu. We can roam the city’s
medieval streets, bargain for arts and crafts,
and visit Durbar Square, Hanuman Dhoka, the
Royal Palace, and the Temple of the Living
Goddess. Visits to the nearby towns of Patan
and Bhaktapur, shopping in Kathmandu, and
mountain biking in the hills around Kathmandu
valley are among the other options.
Evening celebration:
Lasting lessons from the Himalayas, and awards
for the best entrepreneurial and development
plans prepared during the trek.
day 14:
return to the u.s.
Morning tour:
Breakfast at Mike’s Café and further touring and
shopping in Kathmandu.
Travel:
Many of the trekkers depart in early afternoon
for Bangkok, while others remain in Nepal or
travel to India, Tibet, or elsewhere.
SUGGESTED
ADDITIONAL READINGS
Most of the suggested books are available
through online booksellers.
Leadership, Teamwork, and Mountaineering
Conrad Anker
and David Roberts, The Lost Explorer: Finding
Mallory on Mt. Everest. New
York: Simon & Schuster, 1999.
Warren Bennis and Patricia
Ward Biederman, Organizing Genius: The
Secrets of Creative Collaboration. Reading,
Ma.: Addison-Wesley, 1997.
Edwin Bernbaum, Sacred
Mountains of the World. Berkeley, Ca.:
University of California Press, 1998.
Anatoli Boukreev and G.
Weston Dewalt, The Climb: Tragic Ambitions on
Everest. New York: St. Martin’s Press,
1997.
David
Breashears and Audrey Salkeld, Last Climb:
The Legendary Everest Expeditions of George
Mallory. Washington:
National Geographic Society, 1999.
Jim
Collins, Good to Great: Why Some Companies
Make the Leap…and Others Don’t. New York:
HarperBusiness, 2001.
Roger Frison-Roche and
Sylvain Jouty, A History of Mountain Climbing.
New York: Flammarion. Trans. Deke Dusinberre,
1996.
Lene Gammelgaard,
Climbing High: A Woman’s Account of Surviving
the Everest Tragedy. Seattle: Seal Press,
1999.
Howard
Gardner, Leading Minds: An Anatomy of
Leadership. New York: Basic Books, 1995.
John
Gardner, On Leadership. New York: Free
Press, 1993.
Jochen Hemmleb, Larry A.
Johnson, and Eric R. Simonson, Ghosts of
Everest: The Search for Mallory & Irvine.
Seattle: The Mountaineers Books, 1999.
Thomas F. Hornbein,
Everest, The West Ridge. New York :
Mountaineers Books, 1998.
Jamling Tenzing
Norgay, Touching My Father's Soul: A
Sherpa's Journey to the Top of Everest. New
York: Harper San Francisco, 2001.
Michael Useem, Leading
Up: How to Lead Your Boss So You Both Win.
New York: Crown Books/Random House, 2001.
Culture and History (in addition
to those suggested by Geographic Expeditions)
Witter Bynner, trans.,
The Way of Life According to Lao Tzu. New
York: Berkeley Publishing Group, 1986 reprint.
James F. Fisher,
Sherpas: Reflections on Change in Himalayan
Nepal. Berkeley & Los Angeles: University of
California Press, 1990.
Margaret Jefferies,
Mount Everest National Park: Sagarmatha Mother
of the Universe. Seattle: Mountaineers
Books, 1991.
Mary-Jo O’Rourke and Bimal
Shrestha, Lonely Planet Nepali Phrasebook.
Oakland, Ca.: Lonely Planet Publications, 1996
(3rd edition).
Swami Pradhavananda and
Christopher Isherwood, translators, The Song
of God: Bhagavad-Gita. New York: New
American Library, 1993.
Philip Rawson, Sacred
Tibet. Thames & Hudson, 1991.
Andrea Matles Savada, ed.,
Nepal and Bhutan: Country Studies, 3rd
Edition. Claitors Publishing Division, 1993.
Stanley F. Stevens,
Claiming the High Ground: Sherpas, Subsistence
and Environmental Change in the Highest Himalaya.
1993, Berkeley: University of California Press.
Ngawang Tenzin Zangbu
(Abbot of Tengboche) and Frances Klatzel,
Stories and Customs of the Sherpas, 3rd
Edition. Kathmandu: Mandala Book Point, 1995.
Guide
Books
Stan Armington, Lonely
Planet Trekking in the Nepal Himalaya.
Oakland, Ca.: Lonely Planet Publications, 1997
(7th edition).
Stephen Bezruchka,
Trekking in Nepal: A Travelers Guide,
7th Edition. Seattle: The Mountaineers, 1997.
Lisa Choegyal, ed., Insight Guides:
Nepal. Boston: Houghton Mifflin (for APA),
1997.
Hugh
Finlay, Richard Everist, and Tony Wheeler,
Nepal: A Lonely Planet Survival Kit.
Oakland, Ca.: Lonely Planet Publications, 1997
(3rd edition), pp. 126-188.
©
Wharton Leadership Ventures,
1998-2005.
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