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Transcript of Leadership Portfolio
BUS 270
Alex Lee California Polytechnic San Luis Obispo Class ‘15
Major: Business Administration
Concentration: Financial Management
Leadership Portfolio
2 | P a g e
Table of Contents:
Introductory Letter 3
My Leadership Story 4
Resume 5
Code of Ethics 6
AQ Profile 7
Strengths Quest 8
The Real Deal 9
Weekly Ascent Plan 10
Bucket List 11
Speaker Evaluations 12-13
Accenture Consulting 14
Vision Statement 15
Conclusion 16
3 | P a g e
This is me:
It’s hard to spot me in some of the photos, but trust me, I’m there.
This was one of the hardest things to do in this entire portfolio, and it’s the first page! It’s hard to
find so few photos that wrap you up as a person. I continually looked for photos of just me, or
ones where I was easy to spot, but couldn’t find any ones that I felt were me.
The reason there are so many group photos, is because I’m not the important one. That’s not to
say I’m not important at all-- because I am. What’s more important is them: my teammates, my
support system, my best friends, my family. They are why I’m here. They are who give me
motivation to succeed. They are the people that I know will always be there for me, through good
times and bad times. They are the people who know I can succeed, even when I don’t think that I
can.
I will succeed, because I’m not going to let them down. I will work with them, and laugh with
them, and do what I can to build them up. When I’m bettering them, I’m bettering myself. If
anything about me comes through this portfolio, I ultimately hope that it’s obvious that I’m doing
everything for others, and not for myself.
I can be a leader to all of these people. Not necessarily all at once- but any task with any amount of
people, I can lead them. I can lead by being a servant. To be a leader is to harness the ability to
inspire others to be the best that they can be. Leadership is built upon trust, respect, and love. To
be a leader, you must be willing to sacrifice your own pride if it means doing what is best, especially
when what is best is not the easiest thing to do.
At that, please enjoy my Leadership Portfolio. I appreciate you taking the time to read this, and
hope you enjoy it.
Alexander Irwin Lee
4 | P a g e
My Leadership Story
As a young adult, I have always been driven toward leadership. The track that I was on
almost seemed predetermined, given my upbringing. I am the oldest child in my family, as well as
the oldest child in my very close-knit neighborhood, and my parents always placed a high value on
me being a leader and taking responsibility for myself and others. My younger peers have always
looked up to me, and I try to always set a good example and be a good role model and strong
leader.
My most valuable leadership experience definitely comes from my church. I was raised
going to church, and by the time I was a teenager, I was attending church with friends, then helping
with younger kids afterwards. I started working with kindergarteners because my neighbor said that
I would enjoy it, but once I started high school, my mom convinced me to try working with
children with special needs. I was extremely hesitant at first, but by the end of my first day, I had
found one of my callings.
Working with children with special needs has taught me a lot about myself, and has also
sharpened the skills that I already had as a leader. I learned the value of patience, and that even
small steps toward a goal can feel like giant bounds. When one of the most nonverbal children
would use words or even just on word to ask for something, it was a HUGE accomplishment, and
a feeling of pride swept across the room. In addition, I learned the value of compassion. Some of
those kids seemed hard to love, because by society’s standards they were different. However, I saw
the value in each and every one of them. They each had their own quirks and their own sense of
humor that kept me on my toes. Ultimately, the things I learned the most, is that dedication pays
off. One of my proudest moments came during the week I was leaving for my freshman year of
college. I was going to be gone for a few months, and had to give the news to one of my favorite
kids, Riley. Riley was very big for his age; at 8 years old he was as tall as a middle schooler and was
built like a linebacker and could be very aggressive sometimes. He needed an adult male to be with
him all times, because if he got out of control he could definitely hurt some of the smaller
children. However, most days he was a lovable and playful kid who loved Disneyland and Mario,
and over the many months we spent together we became very close. When his mother found out
that I was leaving, she asked my supervisor for my last name, and proceeded to write me a check
for my new journey. I was extremely thankful, although I didn’t think that I deserved a dime for
spending time with Riley. Riley’s mom told me that she was so thankful for me, and that I had
made a huge impact on her entire family, specifically her son, and that she wished she had more to
offer me on my journey to adulthood. To this day I remain thankful to the Ward family.
I strive to be the kind of leader that makes an impact. When I grow up, and I’m a fancy
business man, I hope to make a positive impact on the people with whom I work, and my
customers. I want to be remembered for my compassion, my willingness to do what is right, my
hard work, and my determination.
5 | P a g e
Alexander I. Lee [email protected] (949) 462- 4391
1674 Canyon Circle 9 Odessa
San Luis Obispo, CA, 93410-1710 Foothill Ranch, CA, 92610
OBJECTIVE: To secure a position that utilizes my past work experience and further develop my skills
and as a business student and as a leader.
EDUCATION: California Polytechnic State University, San Luis Obispo
Bachelor of Science: Business Administration, June 2015
Concentration: Undeclared
GPA: 2.83
Relative Coursework:
Financial Accounting Microeconomics Product Evaluation Calculus I, II, III
Managerial Accounting Macroeconomics Public Speaking Principles of Marketing
RELATIVE WORK EXPERIENCE: Warehouse Assistant/ Sales Manager Geoff’s Garage/DeNovo Inc. 2007- Fall 2012
As warehouse assistant- found items that needed to be shipped, printed shipping labels and invoices, and
shipped the items (primarily bathroom and kitchen accessories) to the correct destination. I also updated
inventory of the products.
As Sales Manager, in summer of 2012, I created listings on Amazon and eBay to sell the products I had
originally been packaging. Additionally, I replenished inventory via orders through domestic distributors. I
had two employees working for me, one operating domestic online sales of bullion through another website
uBid; the other, a warehouse assistant who maintained my previous position.
Sales Team Representative AIESEC US Jan 2012- January 2013
Set up meetings with local companies (via cold calls and warm leads) in the efforts to attain domestic
internships for international students coming to the San Luis Obispo area and facilitated housing
arrangements for the international interns
Underwent training in leadership and sales via the National Sales team
Orientation Leader/Orientation Team Cal Poly Spring 2012- Present
As an Orientation Leader- planned detailed itinerary, on a limited budget, to help a group of 12 incoming
students transition to Cal Poly community
As an Orientation Team Member- part of Campus Life and Training committees. In Campus Life, I help
train incoming Orientation Leaders on campus knowledge (resources, history, layout, etc.) and teach how to
give a proper tour of the Cal Poly campus. As a Training leader, I supervise and select Orientation leaders
to lead a group of their own in the fall of 2013.
Super Kids Volunteer Saddleback Church Summer 2007- Present
Supervised children with special needs, including Autism, Asperger’s, Down Syndrome, etc. every Sunday
while their parents attended church
ADDITIONAL SKILLS
Proficient in Microsoft Word, Excel Powerpoint
Proficient in Photoshop, Adobe Illustrator, iMovie
Proficient with eBay, Amazon
*References available upon request.
6 | P a g e
Code of Ethics
ncourage respect- Whether or not I actually agree with an individual, I believe that
it is extremely important to remain respectful about their opinions. Admittedly, I
stole this ethical component from Orientation Programs, which may defeat the
purpose of this ethics assignment, but I think that this ideal is extremely important,
especially in an environment where you will be interacting with a diverse group of
people.
reat other the way you want to be treated- This one sort of ties in with the previous,
because obviously I want to be respected, so I should encourage that attitude
towards others. This is a fairly fundamental concept that I try my best to follow
daily.
elp others in need- This particular one resonates a lot with me. I consider myself a
very fortunate individual, and try to donate my time to help others in need, whether
it be as a leader for children with special needs, or a giving my time to a helpful
organization on campus.
nvestigate what you don’t know- Whether you believe that we were created by an
intelligent being or we evolved from the simplest of protozoa, the human race has
the amazing capacity to acquire and retain copious amount of information, and I
believe that we should try to better ourselves as people to know as much as we can
about our surroundings, about other people, and about other cultures and
environments.
reate a place where people want to be- A safe atmosphere should be on where
people feel comfortable to be themselves, where they feel their ideas are valued and
understood, and where they feel able to share whatever they want to. I strive to put
my best foot forward and be welcoming to everyone that I approach.
eek to improve yourself- I think that I am a good person; however I know that I can
be better. It’s the little things that matter, like checking on someone who seems
down, or put in that extra half hour of studying instead of watching that one show
I’ve been dying to watch. It’s a constant struggle, but as long as you seek to improve
yourself, those things will start to fall into place.
7 | P a g e
In accordance with Paul Stoltz’s in class lecture, and paging through
his book Put Your Mindset to Work, I took the Adversity Quotient
(AQ) Test. When taking the test, I will admit to having trouble
answering questions correctly. Upon viewing my results, I felt that my
results were a little lower than they should have been, however that
just leaves me more room to improve. Whether my score was lower
than it should have, because I messed up on the test, or I am just not
as adept at leading as I thought, I plan to take the knowledge and
awareness I have received from this test, and capitalize upon it to make myself a better leader.
I scored particularly lower in CONTROL and OWNERSHIP, scored near average in
ENDURANCE, and scored slightly above average in REACH. Regarding CONTROL, I am a
generally go-with-the-flow individual. I feel that what I do can cause ripples, but
it won’t necessarily make a tidal wave. I can understand how my Type B
personality can effect my influence on different situations, especially because I
am very rarely a competitive person. I am somewhat shocked at my score for
OWNERSHIP to be honest. I place a high value on doing your work and
getting done what you need to do. I also feel that when things go wrong, I need
to take up responsibility and fix it, and not let others do things for me. I know that as a child, I
always sought a scapegoat, and always tried to avert blame from myself, but as I matured, I realized
that I need to take responsibility for my actions, and own up to my mistakes and fix them rather
than let them be fixed. I can’t say that I am perfect at doing that, but I can genuinely say that I
actively try to take ownership for my actions on a daily basis. I am excited to see that I scored
highest in REACH, because I scored slightly higher than average, in what tends to be the lowest
scoring attribute for the population. As I previously mentioned, I am Type B, and tend to go with
the flow, so adversity doesn’t cripple me too much. Finally my ENDURANCE score was near
average. I can deal with stress and adversity in a healthy way, especially when I know that I have
friends and family around to support me through those struggles.
Ultimately, I won’t let this score define me. I will be aware of what the score dictates, but I
will continue to better myself through all four aspects. By no means am I saying that Stoltz’s
research is wrong, but I’m not going to let a below average score let me be below average.
8 | P a g e
Strengths Quest As a member of Cal Poly 2013 Orientation Team, we partook in a test called Strengths
Quest. It is similar to Adversity Quotient; however it is more individualized with its output. You
receive a list of your 5 best strengths, which gives you the ability to capitalize upon those strengths
and better yourself as well. You receive 5 strengths from a list of 34 strengths. There is no perfect
combination of strengths. Each on compliments the other in a different way. My top five strengths
(from highest to lowest) are:
Adaptability- I have the ability to take things as they come. I don’t need a plan in order to
accomplish tasks (though the plans help) and when things don’t go according to those plans I can
cope and manage with what is next to come.
Input- When working in groups, I am willing to voice my opinion and am willing to critique,
confirm or correct any information. In addition, I crave to know more. I love cataloging data and
learning new things.
Arranger- I work well as a leader in gathering ideas and thoughts and provide a concise and
logical plan (that doesn’t need to be followed to the t- see adaptability).
Positivity- I try to keep a positive outlook on life. There is always something to be thankful for,
and there’s always something good happening and something to look forward to. When things are
going well, it’s obvious that I am happy and I try to spread that joy around.
Developer- I like to see improvement in others. Any signs of improvement is extremely
satisfying, like when I am tutoring or when I am helping with the special needs children on
Sundays.
One in every 33.4 million people has the same top 5 strengths as me in the same order. But even
with that, the ratio to which the associate to my five strengths is probably different. By recognizing
and understanding my five strengths I can improve my communication, my motivation, and my
decision making.
9 | P a g e
Dr. Jeff Thompson spoke to our class on a deck of cards. These cards, labeled The Real Deal, are
a compilation of values that would almost all be on Maslow’s Hierarchy of Needs. These needs
differ from person to person, and they differ for each person day to day. Currently, the five that I
feel are most important are listed below. Four of my values are Relational, and one of them is
Intrinsic.
Brightening others’ day (R) - I always try to make others happy- whether it is making them
laugh when they are feeling down, or listening to them if they are having trouble. It’s important to
keep a positive outlook on life, and try to make other people feel the same way
Knowledge (I) - As I previously stated, it is important to seek knowledge. We are capable of so
many great things, and having knowledge and critical thinking is so pivotal to holding conversations
with friends and strangers alike.
Good friends/ Great people (R) - Nobody can go through this life alone. It’s important to
associate yourself with good friends and great people, so they can take care of you or brighten your
day or just have fun.
Taking care of others (R) - There are lots of people who are not as lucky as I am, so it is
important to help them out. It’s selfish and greedy for me to hoard my time and money, and even
though it is sometimes extremely hard to volunteer or help others, it is something that I feel
obligated to do.
Fun (R) - We only get one life, and being boring is not good. You have to enjoy your life- have
fun, tell a crazy story, win a contest, complete something on a list of things that you want to do!
10 | P a g e
Leadership Summit Weekly Ascent Plan
Goal:
To read more books, both for school
work and for leisure.
Motivation: I haven’t read a book just
because for almost two years, and I
don’t have an acceptable level of
motivation when it comes to reading for
classes. Also, reading can make you
smarter and keep you sharp.
Action Steps:
1. Find a book worth reading
(perhaps refer to the bucket list)
2. Find a time of day to slow down
and separate myself from
distractions.
Timing:
M/W: During my break between 1:00
and 4:00
T/Th/F: You only have one hour of
class. You have enough free time
Sat/ Sun: It’s the weekend, you have
nothing but time!
All you need to do is clear half an hour
of your day!
Obstacles:
Distractions (cell phone, television,
laptop, friends, Orientation Team)
Resources:
Quiet study room, roommates who
continually recommend books to me,
the ease of turning of technology to
separate myself from it
11 | P a g e
Penultimate Endeavors to Graduation
In Spring of 2012, my best friends and I from Tenaya made a list of tasks that we wanted to do
before we graduated college. To construct the shortened lists, I pulled twelve undertakings that I
specifically wanted to get done. We have completed a few of them as a group: Win a food
challenge, Go offroading, Double at least $100 in a casino, and Pay for a stranger’s groceries. The
one that we have completed that I enjoyed the most was Become a WoW Leader. Because of our
dedication, we became known throughout the program as “those crazy guys who dress up every
week”. We have also failed at some- Get on the Jumbotron at a sporting event- but we will go back
for more. In making this list, we grew as friends and we are growing as individuals. The endeavors
were for all sorts of reasons: to better ourselves, to better our community, and to have an excuse to
do something that I never plan on doing again! There’s plenty more tasks for us to complete as a
group, but these are ones that I plan on finishing within the next year.
1. Donate Blood
2. Go Skydiving
3. Attend a crazy concert with my best friends Although this technically hasn’t been officially crossed off yet, five friends and I
have purchased tickets to see the Paid Dues Hip Hop Festival over spring break. We all like the same music, and look forward to the opportunity for us to have this experience as a group.
4. Read Outliers & The Fault in Our Stars
5. Leave the country
6. Start Learning a Musical Instrument
7. Technology free weekend camping
8. Do a Back Flip
9. Hike the 7 Sisters in one day
10. Solve a Rubik’s Cube
11. Start Learning Sign Language
12. Fast for a weekend and donate my food
12 | P a g e
BUS 270 The Leadership Summit Lead by Doing
Name: Alex Lee
Speaker Name: Dr. Paul Stoltz
Tonight’s Topic: Adversity Quotient
Date: 2/5/13
LISTEN
How did the speaker discover his/her leadership potential?
Dr. Stoltz discovered his leadership potential throughout his years of working for and starting the
Global Resilience Institute. He has dealt with hundreds of surveys and thousands of clients, and is
obviously passionate about all of the work that he has done. I hope to find my purpose in work,
because it is obvious that Dr. Stoltz has found his.
What inspires him/her?
As previously mentioned, Paul is inspired by his thousands of clients. He is very passionate about
all of his research and his adversity quotient test. As he polled the class about leadership potential
and capabilities, you could really see how much he loved working with us and speaking in front of
the class.
What information they shared inspires you? Why?
My favorite thing that I heard from Dr. Stoltz was when he relayed the idea of being “responsible”
and being “response able”. I felt that was a very clever concept that I hope I can exemplify. One
part of being responsible is knowing how to respond to situations, and how to respond ethically
and morally.
LEARN
What mistakes did you make that you can learn from the speaker?
One mistake that I am currently making is that I am merely doing the job is not enough. I can’t be
a camper; who makes his way up the mountain but then levels out. I need to be a climber, and
always continue upwards- even if the pace is slow. I cannot let myself camp and stay average.
LIVE
After tonight’s class, what do you plan to change or develop within yourself to become a
better leader? How will you do this?
Name: Alex Lee
Speaker Name: Dr. Paul Stoltz
Tonight’s Topic: Adversity Quotient
Date: 2/5/13
LISTEN
How did the speaker discover his/her leadership potential?
Dr. Stoltz discovered his leadership potential throughout his years of working for and starting the
Global Resilience Institute. He has dealt with hundreds of surveys and thousands of clients, and is
obviously passionate about all of the work that he has done. I hope to find my purpose in work,
because it is obvious that Dr. Stoltz has found his.
What inspires him/her?
As previously mentioned, Paul is inspired by his thousands of clients. He is very passionate about
all of his research and his adversity quotient test. As he polled the class about leadership potential
and capabilities, you could really see how much he loved working with us and speaking in front of
the class.
What information they shared inspires you? Why?
My favorite thing that I heard from Dr. Stoltz was when he relayed the idea of being “responsible”
and being “response able”. I felt that was a very clever concept that I hope I can exemplify. One
part of being responsible is knowing how to respond to situations, and how to respond ethically
and morally.
LEARN
What mistakes did you make that you can learn from the speaker?
One mistake that I am currently making is that I am merely doing the job is not enough. I can’t be
a camper; who makes his way up the mountain but then levels out. I need to be a climber, and
always continue upwards- even if the pace is slow. I cannot let myself camp and stay average.
LIVE
After tonight’s class, what do you plan to change or develop within yourself to become a
better leader? How will you do this?
After going over CORE (Control, Ownership, Reach, and Endurance) I know that I need to take
more ownership for my actions and expand my reach. I want to extend beyond just my immediate
colleagues, and impact as many people as I can, and if things aren’t going my way, I need to do the
work to get them the way that I want them to be.
13 | P a g e
BUS 270 The Leadership Summit Lead by Doing
Name: Alex Lee
Speaker Name: Dr. Paul Stoltz
Tonight’s Topic: Adversity Quotient
Date: 2/5/13
LISTEN
How did the speaker discover his/her leadership potential?
Dr. Stoltz discovered his leadership potential throughout his years of working for and starting the
Global Resilience Institute. He has dealt with hundreds of surveys and thousands of clients, and is
obviously passionate about all of the work that he has done. I hope to find my purpose in work,
because it is obvious that Dr. Stoltz has found his.
What inspires him/her?
As previously mentioned, Paul is inspired by his thousands of clients. He is very passionate about
all of his research and his adversity quotient test. As he polled the class about leadership potential
and capabilities, you could really see how much he loved working with us and speaking in front of
the class.
What information they shared inspires you? Why?
My favorite thing that I heard from Dr. Stoltz was when he relayed the idea of being “responsible”
and being “response able”. I felt that was a very clever concept that I hope I can exemplify. One
part of being responsible is knowing how to respond to situations, and how to respond ethically
and morally.
LEARN
What mistakes did you make that you can learn from the speaker?
One mistake that I am currently making is that I am merely doing the job is not enough. I can’t be
a camper; who makes his way up the mountain but then levels out. I need to be a climber, and
always continue upwards- even if the pace is slow. I cannot let myself camp and stay average.
LIVE
After tonight’s class, what do you plan to change or develop within yourself to become a
better leader? How will you do this?
After going over CORE (Control, Ownership, Reach, and Endurance) I know that I need to take
more ownership for my actions and expand my reach. I want to extend beyond just my immediate
colleagues, and impact as many people as I can, and if things aren’t going my way, I need to do the
work to get them the way that I want them to be.
14 | P a g e
Leadership Consulting- Accenture
As a class, we were tasked to help Sam Aborne, an employee of Accenture consulting and a
former Cal Poly grad who was in Ronda’s class. Sam was concerned for the future of his company,
because after some restructuring by new management, there was a significant and obvious loss in
sales. Sam wanted us to provide answers for these three
questions:
1. What should be done to reestablish his
leadership?
2. What should be done to reestablish his
role/value to the clients?
3. Should he do something about declining
business?
As a team, the Branding committee, of which I am a member, provided a solution that we
believe will help Sam solve his problem. Our first suggestion was that Sam should meet with his
superiors to clarify his role as a Business Architect. He was given the title, which seemed like a
pseudo-promotion, however its vague description- “to focus on future estate and encourage
broader thinking”- made Sam feel limited in the actions that he could take. Until Sam was able to
meet with a superior, we proposed that Sam use this broad description as an opportunity to take
initiative, and focus on regaining the revenues lost over the past few months and to broaden the
thinking of the whole company by redefining his title to suit the job that he hopes to actually work,
instead of the job that has been thrust upon him.
Our next suggestion that we had for Sam was to get into contact with clients that had been
lost over the past few months. If Sam focuses on showing the clients that had dropped Accenture
that they were valued and that their success was important to him and to Accenture that the motion
will be reciprocated and the clients would see the value they had already vested in Accenture. As
previously stated, we believe that this motion will display Sam’s initiative and establish role and
value in the company, and will aid in reversing the declining business. The number one priority
needs to be finding the reason contracts are being shortened. The best way to repair any cut ties is
to show the clients that they are important and valued.
After presenting the idea to Sam, we were delighted to hear that he was integrating our plan
with a few of the other suggestions presented by the other teams. Sam personally replied to every
group, and told us specifically:
“Hello Branding Team,
I enjoyed the feedback and coaching.
In particular I liked how you called out the need to connect with the current client under
the auspices of the role.
I also like how you tried to have me clarify responsibilities first before moving on to more
tactical items.”
We wish Sam the best in his position, and hopes that the course of action he takes provides
him with a position in which he feels valued and one where he feels he can provide leadership in a
productive and profitable way.
15 | P a g e
By the time I graduate, I want to have a job that I am
happy with- not one that Mom or Dad wants me to
do. I want to hold a position where I am valued and
respected and can live up to my full potential.
16 | P a g e
Lessons Learned
This class. How do I sum up this class? Similar to how I couldn’t figure out in so few
photos who I am, it’s hard to describe in so few words this class. Every class was different- similar
in structure, but vastly different in content.
Overall, the goal of this class was to better yourself, and better those around you. I like to
think that I have always done that, but this class gave me the opportunity to continue that style of
leadership. This class allowed us to serve our fellow classmate, graduates of our amazing college,
and ourselves. We were given opportunities to share in class presentations to improve etiquette or
blogging, we could share a book we enjoyed, or we could share opportunities to exercise
leadership. We were given the opportunity to help Sam work through his dilemmas. We were
given the opportunity to go to Ronda’s morning workout and create a leadership portfolio that
exhibits your leadership potential. For the Branding committee, we also had the opportunity to
serve our community (found at http://vimeo.com/61510843) and to serve our campus (found at
http://vimeo.com/61237190).
The important word that I’ve been using is opportunity. We were given the opportunity to
all of these things. Classes like these are few and far between- one’s where we are handed so many
chances to challenge ourselves. If there’s anything that I’ve learned from this class, it’s that
opportunity is out there. You need to seize that opportunity, and truly