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Alex Lee California Polytechnic San Luis Obispo Class ‘15 Major: Business Administration Concentration: Financial Management

Leadership Portfolio

BUS 270


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

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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 3|Page


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.

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Alexander I. Lee alee131@calpoly.edu

(949) 462- 4391

1674 Canyon Circle San Luis Obispo, CA, 93410-1710

9 Odessa 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 Managerial Accounting Macroeconomics Public Speaking

Calculus I, II, III Principles of Marketing

RELATIVE WORK EXPERIENCE:  

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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. 5|Page


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.

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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.

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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.

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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!

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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:

Timing:

1. Find a book worth reading (perhaps refer to the bucket list)

M/W: During my break between 1:00 and 4:00

2. Find a time of day to slow down and separate myself from distractions.

T/Th/F: You only have one hour of class. You have enough free time

Obstacles: Distractions (cell phone, television, laptop, friends, Orientation Team)

Sat/ Sun: It’s the weekend, you have nothing but time! All you need to do is clear half an hour of your day! Resources: Quiet study room, roommates who continually recommend books to me, the ease of turning of technology to separate myself from it

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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 11 | P a g e


BUS 270 The Leadership Summit Lead by Doing Name: Speaker Name: Tonight’s Topic: Date:

Alex Lee Dr. Paul Stoltz Adversity Quotient 2/5/13

LISTEN Name: Alex Lee Speaker Name: Dr. Paul Stoltz How did the speaker discover his/her leadership potential? Tonight’s Topic: Adversity Quotient Date: 2/5/13 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 LISTEN 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. How did the speaker discover his/her leadership potential? What inspires him/her? Dr. Stoltz discovered his leadership potential throughout his years of working for and starting the Global Resilience Institute.Paul He is has dealt with hundreds of surveys andHe thousands of clients, about and is As previously mentioned, inspired by his thousands of clients. is very passionate obviously passionate all of thequotient work that heAs hashedone. I hope to find myleadership purpose inpotential work, all of his research andabout his adversity test. polled the class about because it is obvious that Dr. Stoltz has found his. and capabilities, you could really see how much he loved working with us and speaking in front of the class. What inspires him/her? What information they shared inspires you? Why? As previously mentioned, Paul is inspired by his thousands of clients. He is very passionate about all offavorite his research and Ihis adversity he polled the class aboutofleadership potential My thing that heard from quotient Dr. Stoltztest. wasAs when he relayed the idea being “responsible” capabilities, you could see how he loved working us and speaking in front and being “response able”. really I felt that was amuch very clever concept thatwith I hope I can exemplify. Oneof the class. part of being responsible is knowing how to respond to situations, and how to respond ethically and morally. What information they shared inspires you? Why? LEARN My favorite thing that I heard from Dr. Stoltz was when he relayed the idea of being “responsible” and being “response able”. I feltmake that was verycan clever thatspeaker? I hope I can exemplify. One What mistakes did you thatayou learnconcept from the part of being responsible is knowing how to respond to situations, and how to respond ethically One mistake that I am currently making is that I am merely doing the job is not enough. I can’t be and morally. a camper; who makes his way up the mountain but then levels out. I need to be a climber, and LEARN always continue upwards- even if the pace is slow. I cannot let myself camp and stay average. LIVE What mistakes did you make that you can learn from the speaker? One mistake that I amclass, currently thattoI change am merely doing the job isyourself not enough. I can’ta be After tonight’s whatmaking do you isplan or develop within to become a camper; wholeader? makes his way upyou thedo mountain better How will this? 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. After going over CORE (Control, Ownership, Reach, and Endurance) I know that I need to take LIVE 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 tonight’s class, do you to change or develop within yourself to become a work toAfter get them the way thatwhat I want themplan to be. better leader? How will you do this? 12 | P a g e


BUS 270 The Leadership Summit Lead by Doing Name: Speaker Name: Tonight’s Topic: Date:

Alex Lee Dr. Paul Stoltz Adversity Quotient 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


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.

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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.

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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

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Leadership Portfolio