Leadership Lessons From the Shackleton Expedition

Ernest Shackleton's failed quest to reach the South Pole is still a management tutorial in how to face repeated crises. The crew of his ship, the Endurance, was photographed in July 1915 while trapped by an ice floe.

Here is an excerpt from an article written by Nancy F. Koehn that was featured in The New York Times (December 24, 2011).

To read the complete article, please click here.

Photo Credit: Frank Hurley/Scott Polar Research Institute

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A HUNDRED years ago this month, the Norwegian explorer Roald Amundsen and four teammates became the first men to reach the South Pole,, arriving in triumph five weeks ahead of Robert Falcon Scott. The Amundsen crew would return safely to its base, but, heartbreakingly, Scott and his four British companions died on the return journey.

The race to the pole has long attracted leadership experts, who like to contrast the Amundsen focus on efficiency and innovation with Scott’s more deliberate dedication to scientific pursuit.

But another polar explorer — Ernest Shackleton —  faced harsh conditions in a way that speaks more directly to our time. The Shackleton expedition, from 1914 to 1916, is a compelling story of leadership when disaster strikes again and again.
Consider just a handful of recent events: the financial crisis of 2008; the gulf oil spill of 2010; and the Japanese nuclear disaster, the debt-ceiling debacle and euro crisis this year. Constant turbulence seems to be the new normal, and effective leadership is crucial in containing it.

Real leaders, wrote the novelist David Foster Wallace, are people who “help us overcome the limitations of our own individual laziness and selfishness and weakness and fear and get us to do better, harder things than we can get ourselves to do on our own.”

Shackleton exemplified this kind of leadership for almost two years on the ice. What can we learn from his actions?

As a historian at the Harvard Business School, I wrote a case study about him that has drawn more interest from executives than any other I have taught.

As some talented research assistants and I worked on the study, I was struck by Shackleton’s ability to respond to constantly changing circumstances. When his expedition encountered serious trouble, he had to reinvent the team’s goals. He had begun the voyage with a mission of exploration, but it quickly became a mission of survival.
This capacity is vital in our own time, when leaders must often change course midstream — jettisoning earlier standards of success and redefining their purposes and plans.

SHACKLETON can serve as a role model even though his expedition, judged by its initial objectives, was a colossal failure. His ship, the Endurance, never reached Antarctica. None of its 28 crew members set foot on the continent. The journey strained Shackleton’s finances to the breaking point, and at the end of it, in late 1916, its fame-seeking protagonist found his accomplishments eclipsed by the horrors of World War I.

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To read the complete article, please click here.

Nancy F. Koehn

Nancy F. Koehn is a historian and professor of business administration at the Harvard Business School. She is a regular contributor to the “Off the Shelf ” book review column in the Times’s SundayBusiness.


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