The Wharton School at the University of Pennsylvania Center for Leadership and Change Management
Subscribe to the Wharton Leadership Digest Provide feedback to the Center for Leadership and Change Management Search the Center for Leadership and Change Management
Center for Leadership and Change Management Wharton Leadership Digest Leadership Ventures    

Wharton Leadership Ventures:  Himalayan Trek

WHARTON LEADERSHIP TREK TO BHUTAN

Wharton School, University of Pennsylvania

April 25 - May 11, 200
5

Organizers: Edwin Bernbaum and Michael Useem

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

The isolated kingdom of Bhutan lies in a magnificent, little-visited region of the high Himalayas east of Nepal and the adjacent principality of Sikkim.  With a much less dense population and a history of keeping out the rest of the world, Bhutan preserves a far more pristine environment and a much more intact culture than its Himalayan neighbors to the west.   Thick forests of pine and rhododendron still coat most of its mountainsides, wrapped like green blankets around the feet of snow peaks draped with shining glaciers.  Whereas the people of Nepal and Sikkim have generally adopted modern clothing, most Bhutanese still wear their national dress of plaid material – kilt-like gho for men, long dresses called kira for women. Villages of well-constructed houses surrounded by well-tended fields and terraces are guarded by impressive fortress monasteries called dzongs, from which comes the name of the country’s language - Dzongkha or the Speech of the Fortress Monasteries. 

Known in Dzongkha as Drukyul, the “Dragon Country,” Bhutan is the last surviving independent Buddhist kingdom in the Himalayas.  Mindful of protecting the country’s unique culture and traditional way of life, as well as its environment, the royal government has taken a cautious approach to opening Bhutan to the outside world and takes special care that tourism does not interfere with the practice of Tibetan Buddhism in the great dzongs that dominate the landscape.  The aim of maximizing “Gross National Happiness,” an official measure of well-being based on Buddhist conceptions of alleviating suffering, guides enlightened polices of economic development and environmental protection.  Perhaps as a result, unlike counterparts in most other developing countries, young Bhutanese who go to study abroad nearly all return to live and work in their homeland. 

Unlike previous trips, in which we have always circled back to the place where we started, this year’s trek will be much more of a journey, taking us from the town of Paro to Thimphu, the capital of Bhutan, with its royal palace and ornate monasteries.  Along the way, we will climb up through villages and forests to emerge into beautiful alpine meadows and cross two high passes, each around 16,000 feet high, with magnificent views of spectacular snow peaks, before dropping down winding valleys to our final destination, far from our starting point.  Our route takes us right by the foot of the sacred mountain of Chomolhari, 24,500 feet.  Off-limits to climbers because of its sanctity, this glistening snow peak is revered as the abode of the leader of a group of goddesses known as the Five Sisters of Long Life, to which also belongs the goddess of Mount Everest, making Chomolhari religiously higher than the highest mountain on earth.  At the beginning of the trip, before setting out on this journey, we will do a training hike up to a scenic point high above the Paro Valley to look directly across at one of the most spectacularly situated temples in the world – Taktsang or the Tiger’s Nest, perched in the middle of a sheer cliff with a thousand feet of empty space beneath it.

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: ebernbaum@mountain.org.

Sanjay Saxena, a native of New Delhi, is the Director for Geographic Expedition’s India, Nepal and Tibet programs. The son of a Brigadier General in the Indian Army, fluent in Hindi/Urdu, Nepali, and English, Sanjay has lived and traveled all over the subcontinent. His deep, insiders' knowledge of his homeland and his talent for creating handcrafted itineraries to traditional and little-seen destinations make him one of the travel world's ranking India specialists. Sanjay began mountaineering and rock climbing in the high Himalaya at age fifteen after successfully completing mountaineering courses from the Nehru Institute of Mountaineering. A few of the many peaks he has climbed are Mt. Kolahoi (18,000 feet) and Kang-Lha-Chen (20,300 feet). He started guiding professionally in 1979. Sanjay has led trekking and touring groups to all the Himalayan countries and many regions of India including Arunachal Pradesh, Kashmir, Ladakh, Zangskar, Garhwal, Sikkim and Rajasthan. In January of 1992, Sanjay and three Americans did the first descent of the Brahmaputra River in India. The 200 mile white water rafting trip was filmed for the BBC series "Classic Adventures," and was shown in North America by Arts & Entertainment (A&E). An accomplished photographer, Sanjay has led photographic culture tours in India, Nepal, Bhutan, Tibet, China, Mongolia, Venezuela and Iran.  Tel.: 800-777-8183.  E-mail:  sanjay@geoex.com.

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.

TRIP PHYSICIAN

Brad Reinke, a graduate of the Haas School of Business in Berkeley, is serving as our trip physician. Brad is a practicing Emergency Medicine Physician and Assistant Director of Emergency Medicine at Dameron Hospital in Stockton, California. Brad completed his Emergency Medicine Residency at Loma Linda Medical Center and a Fellowship at Stanford University Medical Center. He has traveled extensively and lectured on numerous wilderness and environmental topics, and he served as trip physician for the 2002 Wharton Himalayan Leadership Trek. He is past Medical Director for the Sonoma County Sheriffs Rescue Helicopter and is an instrument rated pilot having previously worked as a lifeflight physician. As well as serving various administrative roles, Brad has lectured nationally on areas of health system design. Brad is also co-owner of Stonehouse Vineyards & Winery in Amador County, California.  Tel: 916-933-0896.  E-mail: katmaif33@aol.com.

ELIGIBLE PARTIES AND ENROLLING

The leadership trek is open to Wharton MBA and Executive MBA students and graduates, managers who have completed one or more programs in Wharton Executive Education, and sponsors of the Wharton Center for Leadership and Change Management. One significant other, immediate relative, work colleague, or close friend is invited to join the trek. He or she should share a keen interest in leadership issues and is expected to participate in all of the leadership seminars and exercises.  For information on pricing and enrollment, contact Penny Bamber, Associate Director, Wharton Leadership Ventures at pennyb@wharton.upenn.edu and 215-573-1210. 

OUTFITTERS 

Geographic Expeditions, one of the leading American outfitters for treks of this kind, is preparing and supporting the trip.  In Bhutan, a leading travel operator, Yangphel Adventure Travel, 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, Annapurna 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 are sure to encounter a number of unanticipated events on the trail.  Our group is divided into teams  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

Three or four 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 Ed Bernbaum, Mike Useem, and Sanjay Saxena 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 Bhutan, and awards for the best plans are presented at the trek’s final dinner and celebration.  Among the projects proposed on past treks are the introduction of solar power for the spinning of prayer wheels along the trail, investment in the development of athletic facilities for a primary school, and establishment of a residence hall at a secondary school.  

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.   

Photographs of Bhutan and information on a feature film on Bhutan due in U.S. theaters in early 2005 can be found at http://www.travellersandmagicians.com.

 

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). 


APRIL 25, 26: TRAVEL TO BANGKOK OR CALCUTTA 

Depart your home city for Bangkok or Calcutta. 

APRIL 27: PARO (7,480 feet) 

Today depart on the Druk Air flight from Bangkok or Calcutta to Paro, Bhutan. If the weather is clear, we’ll see Kanchenjunga (the third highest mountain in the world), Mt. Everest (the highest), and Chomolhari, Bhutan's most sacred mountain. We drive to the Paro Druk Hotel, set amidst the pines above the fertile Paro Valley. Stay at Paro Druk Hotel (or similar). 

      

Discussion:  Workshop on Leading Teams and Himalayan Trekking.   

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 guides by dinner at Tso Phu.  

APRIL 28: PARO 

Our first stop is the impressive Ta Dzong, the ancient watchtower above Paro Dzong that now houses the National Museum. The museum has an interesting assortment of costumes from different regions of Bhutan, along with a wonderful collection of painted and appliquéd thangkas. After visiting the museum, a short walk takes us to the base of the dzong, or fortress monastery, and across a traditional cantilevered, covered bridge. We then pass Ugyen Pelri - a small jewel-like palace that belongs to the Royal Family of Bhutan. After lunch, we make a pilgrimage to one of the most important religious sites in the Himalaya, Taktsang Lhakhang, the “Tiger’s Nest.” This magical monastery clings to a vertical granite cliff 3,000 feet above the valley floor. The legend of Taktsang dates back to 747 AD when Guru Rinpoche (Padma Sambhava), a semi-mythical figure credited with introducing Buddhism into Tibet and the Himalayas, is said to have flown to this site on the back of a tiger and subdued the evil spirits of the region. We hike from a roadhead up the mountain for a view of the temple from a small chorten or Buddhist monument directly across from it. Stay at Paro Druk Hotel (or similar). 
                      Tiger's Nest

Lunch seminar and evening discussion: The Buddhist Path to Awakening  

A survey of the nature and history of Buddhism 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. 

APRIL 29: SHANA (9,482 feet) 

We drive the winding road northwest up the Pa Chu to Drukyel, the ruined Dzong which once defended this valley from Tibetan invasion. This fortress, now a burned shell, was once strategic in Bhutan's defense against Tibetan invasion. Chomolhari (24,500 feet), the beautiful sacred mountain of western Bhutan, reaches skyward beyond the Dzong. The road ends and the trek begins at 8,202 feet, following the river gently uphill through a narrowing agricultural valley. Many farms line the valley. Camp (as on all succeeding nights of the trek). 

Lunch seminar and evening discussion: 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, “Lessons from the Top: Mount Fuji, Mount Sinai, and Other Peak Paradigms,” Sacred Mountains of the World, Introduction and Chapter 1, “The Himalayas”; Quotes on Mt. Everest.  

Exercise: While hiking, we divide up into teams and pair up and interview each other about our lives and interests. The ground rule is that we talk about matters outside our jobs. You are not being asked to reveal anything personal that you would feel uncomfortable discussing with others. You may want to talk about spouses, children, hobbies, sports, music, travel, and places you have lived. Each person presents his or her partner to the entire team, and we discuss the pros and cons of getting to know people personally in order to build teamwork and leadership. 

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 support team (we present trek shirts to each).  

Reading: National Outdoor Leadership School, Leadership Education Toolbox, excerpts. 

APRIL 30: SOI THANGTHANKA (11,920 feet) 

The trail continues uphill through the river valley with rocks and tree trunks to maneuver over and around the entire way. After lunch along the river, the afternoon portion of the trek is a little steeper both up and down until we reach camp. Camp is in a meadow with stone shelter that the government built for trekkers. Views of Chomolhari approaching camp make an excellent photo opportunity. 

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? 

As two teams from Rodrigo Jordan’s expedition to K2 are planning to go for the summit the following day, Rodridgo must decide where to position himself on the mountain to ensure his expedition’s success. Should he join the summit teams, place himself at base camp two miles below, or locate somewhere in between? 

Readings: Chapters from Maurice Herzog, Annapurna, and Arlene Blum, Annapurna:A Woman’s Place; Rodrigo Jordan, Mark Davidson, and Mike Useem, "Life and Death Decisions on 'The Savage Mountain': Leadership at 28,000 Feet." 

Exercise: Today the 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 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?” 

MAY 1: CHOMOLHARI BASE CAMP (13,268 feet) 

On up the Pa Chu (River). Pass a small army post where the valley begins to widen again. Now views of high ridges and then snowy peaks are all around. We camp beneath a ruined fortress at the base of Chomolhari. 

Lunch seminar: Obligations and Responsibilities  

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? Should Simon Yates have cut the rope holding Joe Simpson on the Andean face they were descending? What were his responsibilities to an injured companion? Were the two of them irresponsible in attempting an extreme climb in a remote place with only a two-man team and no backup?  

Readings: Bowen McCoy, “The Parable of the Sadhu”; Jon Krakauer, Into Thin Air. Simon, Touching the Void (film or book)  

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.  

Evening discussion: Each team presents its name, slogan, logo, theme, joke and song to the entire group. We discuss applications of this exercise to team building, branding, marketing, and advertising.

MAY 2: JANGOTHANG (CHOMOLHARI BASE CAMP)

A rest and acclimatization day with opportunities for beautiful hikes in three directions: Chomolhari (24,500 feet) to the west, Jichu Drake (22,290 feet) to the north, and unclimbed summits and ridges to the east.  

Lunch seminar: 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. This leads to a more general examination of divergent conceptions of leadership in non-Western cultures.  

eadings: Christoph von Furer-Haimendorff, The Sherpas of Nepal.  

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 chosen passage, going back and forth from mountains to text.  

Evening discussion: We discuss our impressions of the Mountain Passages exercise and relate the experience to the role of inspiration and renewal in leadership. 

MAY 3: TSO PHU (14,100 feet) 

A short day. The trail crosses the river and begins to climb up to the lakes. A steep climb with spectacular views of Jichu Drake and Chomolhari, which grow more and more impressive as we gain altitude. On reaching the top of the plateau, the trail levels out and after crossing a small hill, the first lake comes into view. This is a spectacular walk with the three major peaks rising above the valley, a broad stream on the right and snow covered peaks in the distance. Our camp will be set up between the lakes and near several yak herder's tents which we may visit. 

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. 

Discussion turns to the question: 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. 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 guides. 

Readings: David Roberts, “Out of Thin Air: 75 Years Later, Everest Finally Gives up Mallory’s Ghost.” David Brashears and Audrey Salkeld, Last Climb: The Legendary Everest Expeditions of George Mallory, Ch. 6, “Into the Mists”; ch.7. “Into Legend”; Ch. 8, “Reading the Clues.” 

MAY 4: LINGSHI (13,156 feet) 

Wide yak pastures line the way up and down the highest pass of the trek, 16,043 feet, with possibly some yak herders who have arrived early in the season with their tents. Great views of Lingshi Dzong present themselves as we come down into the Lingshi basin. Tserim Kang (22,268feet) and its descending glaciers are at the north end of the valley. Because today is the first day we use yaks for transport instead of ponies and there are usually some delays before they arrive in camp. 

Lunch Seminar: 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?  

Readings: Jon Krakauer, Into Thin Air; Trip Gabriel, “Scaling Corporate Heights Without Going Over a Cliff”; Eric Byrne and Michael Useem, "Decision at Dzongri" 

MAY 5: LINGSHI AND ABOVE 

From our camp at Lingshi, different groups will head for different objectives, ranging from high points around the glaciers of Jichu Drake, beneath its sharply pointed peak, to the spectacularly located dzong or fortress monastery of Lingshi. 

Evening discussion: The evening discussion is also devoted to a reporting of the day’s experiences by the various groups. 

MAY 6: SHODU (13,025 feet) 

The trail climbs steeply up the valley side before making a sharp U-turn. From the corner, in clear weather there is a great view across the valley to Tserim Kang, its glacier, and Lingshi Dzong. A descent into a broad valley occupied by grazing herds, followed by a steep climb into an impossible-looking cirque leads up to a pass at 15,781 feet. The descent on the far side is long, continuous and gentle with possible sightings of herds of blue sheep. Camp at Shodu near the ruins of a settlement. 

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  

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 also addresses issues of strategic planning, goal setting, process, personal inspiration, and responding to changing situations and evolving conditions.  

MAY 7: DOLAMKOINCHO (10,911feet)  

A lovely day hiking down a spectacular valley. High peaks in the distance, rugged sandstone cliffs on one side and pine forests on the other with of wild flowers in bloom, many variety of moss and Golden Larch trees. The route follows the river through a steep-walled canyon with many stream crossings. After the last crossing, the trail climbs steeply and continuously through dry country on the north side of the river to the deserted Barshong Dzong. The trail then drops steeply to Dolamkoincho and a camp on the river bank. 

Lunch seminar: Divergent Concepts of Mountains, Money, and Responsibility  

Westerners often view mountains as an objects to be conquered, while many Sikkimese see mountains as sacred places not to be disturbed. When the Western expedition that made the first ascent of Kangchenjunga in 1955 got their permit, they agreed to stop just short of the top out of respect for Nepali, Sikkimese and Indian fears that treading on the summit would offend the deity and provoke calamities in the region. Can you think of similar situations in the workplace where it makes more sense and is more respectful of others’ values to stop just short of your goal or objective?  

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 discussion: Conservation and Environmental Leadership  

We expand our discussion of responsibility at lunch to 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.  

 

MAY 8: THIMPHU (7900 feet) 

The trail winds gently downriver through small riverside meadows and wildflowers, then begins a long ascent to a pass at 11,532 feet through forests of rhododendron. The descent on the other side is precipitous with nearly 3000 feet of elevation loss. Transport meets us at the road end below Cheri Monastery. The drive down affords a view most tourists don't get of the villages and side valleys far above the capital of Thimphu, our destination. Stay at Druk Hotel. 

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, The Way to Shambhala, excerpts; Ed Bernbaum, “Functions of Myths.”  

Evening celebration: We celebrate the end of our trip with trek staff and guides through local songs and dance – and American songs and dance.   

MAY 9: THIMPHU 

In the morning, we will visit some of the workshops where young men are trained to continue the handicraft tradition. Some are busy making masks for the religious dances while others are learning the ancient art of thangka painting. A nearby building houses the National Library. Ancient archives are carefully stored in this repository of religious and historical texts. Later, we may be allowed to visit the impressive Taschicho Dzong. The name means, "The Fortress of the Glorious Religion." This vast building, constructed totally by hand and without a single nail, is home to government offices, the king's audience chambers, the Je Khempo, (the head of Drukpa Kagyupa sect of Mahayana Buddhism in Bhutan) the national assembly, a multitude of temples and many, many monks. Stay at Druk Hotel. 

Lunch seminar: We review our experiences during the trek, focusing on the leadership and teamwork implications for our work and careers back home.  

Evening celebration: Lasting lessons from the Himalayas, and awards for the best entrepreneurial and development plans prepared during the trek.   

MAY 10: PARO TO BANGKOK OR CALCUTTA 

Wake-up very early and drive to Paro for our return flight to Bangkok or Calcutta aboard Druk Air.  

Geographic Expeditions tour arrangements end with arrival in Bangkok or Calcutta. Transfer to the hotel of your choice. 

MAY 11: CALCUTTA OR BANGKOK TO USA 

Depart for home by mid-morning and arrive on the same day.  


SUGGESTED ADDITIONAL READINGS
 

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. 

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. 

© Edwin Bernbaum and Michael Useem, 1998-2004.

 

  Error processing SSI file