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Chapter One:
Traveling

{1.1} ROAD RULES

This chapter contains my accumulated road rules from thirty years of business travel. But first I want to share some of the process by which I have acquired these rules: it is by learning from mistakes.

Imagine a maze you are exploring, looking for where the cheese has been moved this time. You've brought your black felt marker, and every time you reach a dead end, you go back to the last choice you made in the maze, and mark the choice that leads to the dead end with an "X."

Initially there are many perhaps frustrating mistakes. But eventually, walking through the maze while avoiding the choices having the accumulated X-marks will guide you straight to the cheese.

This chapter on travel is a narrative based on my internal "map" of the X-marks at the choice points in that maze called business travel. Over time you create your own as you learn from your own experiences, and occasionally you merge in knowledge gained from studying other people's experiences, as I invite you to with this information.

For example, coming from a technical background I began my career with a tendency to pay more attention to machines than people. Back when the cheapest computer in the world cost more than $100,000, I was never in the presence of a computer without learning what make and model it was, and closely examining all the equipment I could get near. But I didn't always know whose computer it was, or who used it. Later, as I began to learn my way around a sales team, I began to get better at paying attention to people first. I began at trade shows, learning to make eye contact with the people working the booth, talk to them, and then take a look at the demos on the screens. This evolved into one of my first Road Rules:

Road Rule:
Greet people,
and engage them
in conversation
before you check out
their stuff.

Then, on one of my early business trips, I was at a training class for new employees (in job H), and a station-wagon-load of us were on our way back to the hotel. I assumed that everyone in the car was a fellow-employee. During an animated conversation I candidly expressed some concerns about our product and one of my coworkers piped up: "Hey! There's a customer here!" Oops. I came up with a new Road Rule that day:

Road Rule:
Know when you are
talking in front of
customers.

Gradually it evolved into:

Road Rule:
Know when you are
talking in front of
customers, prospects,
reporters, competitors,
and other company outsiders.

This served me well for about four years. Then one day I was traveling in a van full of sales people and techies on our way to a customer site. I didn't know everybody in the vehicle, but I was sure none of them were customers, prospects, reporters, competitors, or other company outsiders. Someone asked me how things were going with a joint project I was doing with a techie from one of our partner companies. "Well," I said, "he hasn't returned my calls, and when I finally got him on the phone he seemed kind of unmotivated."

"Alan," one of my coworkers announced, "he's sitting right here." Oops.

That day my Road Rule evolved into:

Road Rule:
Know who you
are talking to.

This has served me well and has not needed further modification.

Here I present my collection of highly-evolved Road Rules.

Two of Cubicles

It's your first day at the new job. See how fast you can learn the maze. Run, rat, run! Confusion, ambiguity. Reversed: certainty, vindication.

Silicon Valley Tarot
© 1998, Thomas Scoville.

{1.2} WHEREVER YOU GO, THERE YOU ARE

I have found that the greatest single factor in my ability to succeed at travel — to get me and my stuff safely where I'm going without delay or undue stress — is a positive attitude.

It is important to cultivate a joi de vivre, a love of life, and to mentally celebrate the opportunity to travel, to explore, to meet people, to face challenges, to learn, and to grow.

Road Rule:
Cultivate a joi de vivre.

There is a well known Zen koan — a riddle that is contemplated to aid in finding enlightenment — which says, "When you wake up, get up, make breakfast, eat breakfast, and wash the dishes." This is usually taken to mean that it is in the ordinary things that we find true satisfaction and fulfillment in life.

This book is called a "survival guide" but it is really about more than that. In the 1980s, transformation guru Werner Erhard said the important question is not "Will we survive?" but "What if we survive?"

We need to occasionally ask ourselves, "What difference do I want to make?" There is a tendency of very accomplished people to sometimes focus too much on short term goals, at the expense of the bigger picture.

This story from my travels illustrates what I mean. By way of background, it was 1995 and I was the Systems Engineer for a startup company headquartered in the Route 128 Massachusetts "Brain Belt" area, selling a software product for scientists and engineers; I provided technical support for several sales people in the western United States and Canada, working out of the office in Irvine, California, a high-tech and commercial enclave in Orange County. (This was job J.) I had been working in high gear for the company for three years, with an Initial Public Offering (IPO) always "six months away" and stock options for everybody. Actually, I had been in high gear for seven years — the current company had morphed out of several previous ones, each with its own success-is-just-around-the-corner scenario. I was approaching burnout and had let my "zest" for the work slip away from me.

One night while commuting home from the Irvine office I flipped on the radio and heard a woman with a guitar, tuning up and telling stories of her childhood in Saskatchewan. I didn't recognize who it was right away. Then she began to play and sing. The music was beautiful, spellbinding. I realized it had been a long time since I simply sat and enjoyed something beautiful. I pulled off of the freeway and into a random office complex parking lot. I parked the car and stopped the engine, and sat just listening to and enjoying the music. She began to sing:

It was Joni Mitchell, singing a live version of a song from her new album Turbulent Indigo (1994, music album) [ASIN: B000002MVH]. She was one of my favorite singer/songwriters from the seventies and eighties, and I was glad she was recording and performing again.

The music washed over me and overwhelmed me with a bittersweet beauty. I normally thought of my life in the Los Angeles basin as some kind of "paying of dues" until my career could take me back to my home town of San Diego. Suddenly the life I was living seemed right for once, even perfect in its own way. For a moment I was happy.

But the moment didn't last. I went back to a "grind" mentality shortly. Soon I found myself on a long, hard trip to Calgary, Alberta, with our Northwestern Sales Agent. Our company had bought a European concern that made graphing software recently, and we had inherited their customer base, so we were going to visit some of them. What I didn't know yet was that one of them had a grievance with the billing of their license fees left over from the previous regime.

At this particular customer site I made a mistake I hadn't made in a dozen years as a traveling techie: I became visibly impatient with a customer (who was, in fact, jerking us around) and made a sarcastic remark. After a brief, shocked moment, the customer threw the salesman and me out. I had never before (or since) been ejected from a customer's office.

This mistake of course was another strike against our company in the customer's book, but also it damaged my relationship with the salesman, who I'd worked closely with and got along well for six years; we'd been guests in each other's homes and had growing trust and respect. This was a big setback in that process.

He dropped me at the Calgary airport about four hours early for my flight. (This itself was unusual — in the past we would've had a meal together and debriefed from the customer visits). I wasn't to the point yet of acknowledging I'd made a mistake, so I sat and stewed and thought of other people who were to blame: the salesman, for taking me in to the site without warning me about the prior grievances, the customer, for being so thin skinned, our company's management, for buying the European company to begin with. I bought a copy of Star Trek Creator (1995, book) by David Alexander [ISBN/ASIN: 0451454405], the biography of Gene Roddenberry, and was reading about the struggles he had with Canadian actor William Shatner. I decided it was Canadians who were to blame for my woes.

Eventually I ended up in a long line to go through security, and was standing there fuming about the darned Canadians. Everywhere I went in this airport Canadians were getting in my way. Earlier in the day I'd overheard a fragment of conversation in an elevator: "...he just ticked me right off, eh?" I found myself thinking, "The next Canadian who ticks me right off I'm going to tell them right off."

Then, in my last clear chance to redeem myself, I heard another little voice in my head. It said, "Alan, listen to yourself. Is this the kind of person you want to become?" I realized I needed to "chill out," as we say in California, before I became some kind of monster.

And just at that moment a Canadian ahead of me in line stumbled backwards and fell over onto me. Because I'd made an effort to calm down, I responded by being polite and helpful. It was a woman in a tweed jacket and a long blonde pony tail. I made sure she was all right. She looked very familiar. I saw her pick up a guitar case and put it on the security conveyor, and I suddenly recognized her.

"You're Joni Mitchell, aren't you?"

"Yes, I am," she offered a little reluctantly.

I told her I was a big fan. She asked me where I was traveling. I told her I was on my way home to the Los Angeles area after a business trip in Calgary. She told me she was also coming back to her home in LA, after visiting "her people" in Saskatchewan, and was just changing planes in Calgary. We spent about 45 minutes talking while walking to the gate and waiting in the departure lounge for our flight to board.

I told her I was especially fond of her album Hejira (1976, music album) [ASIN: B000002GYC], which is all about road trips, and how I'd listened to the song "Amelia" from that album for 15 years before realizing it was a message to Amelia Earhart. Also I told her how I'd loved the verse,

But I had only very recently realized "the hexagram of the heavens" refers to the I Ching (~4000 B.C., book) [ISBN/ASIN: 069109750X], the ancient Chinese book of philosophy and fortunetelling which has the first written record of a binary number system being used. (There are 64 six-bit "hexagrams," each formed of six lines — each line either solid or broken — representing an image for mediation and inspiration. "The Heavens" was formed by six solid lines, not unlike six guitar strings.)

She confirmed that this was the image she had intended.

I told her I was glad she was recording and touring again. She said it was hard to get the record company to take the risk on an album. She explained to me that huge sums of money were involved promoting an album, and it was very much an open question whether Turbulent Indigo would make a profit. (It did go on to win a Grammy later that year.) She said promoting was a job she had to do to gain time to do what she liked — she'd rather just stay at home and work on her oil paintings.

The point of this story is that I almost missed the chance to have this serendipitous experience because I was too busy grumbling about how "they can't do this to me," in other words, being a jerk.

It also helped me realize that happiness wasn't something I was going to get later after I achieved all of my goals. If Joni Mitchell — as talented and famous as she was — didn't find her success a guaranteed bringer of happiness, then why did I think it would be any different for me? I decided I might as well just be happy now.

Of course, with my positive attitude regained, I patched things up with the salesman, and he went on to actually sell more software to the company we'd been thrown out of, and it even turned out that the stock option was worth a nice chunk of change later on after all, which made it possible for me to move back to San Diego and buy a house for my family. But I didn't wait for all that to happen before I could allow myself to enjoy the journey.

An even more striking contrast between positive and negative attitudes and their consequences is illustrated in two hilarious road trip comedies: John Hughes's Planes, Trains and Automobiles (1987, movie) [ASIN: B00003CXC0] starring Steve Martin and John Candy, and Harold Ramis's Groundhog Day (1993, movie) [ASIN: B00005U8EM] starring Bill Murray. Both of these movies can be studied almost as textbooks of what to do and what not to do with your attitude on the road.

In Planes, Trains and Automobiles Steve Martin demonstrates the bad attitude while John Candy has the good one, and fate brings them together as reluctant travel companions. Almost like "instant karma" we see side-by-side the effects of each man's approach to life.

(This movie can also be especially useful in helping your family to understand why travel sometimes takes so much out of you. It is a tradition in our family to watch it every Wednesday before Thanksgiving, the busiest travel day of the year as well as one of the days the movie takes place.)

In Groundhog Day Bill Murray is a weather man on a remote broadcast who begins the movie as a jerk, especially hard on his associates and the townspeople he meets, until through a bit of "movie magic" he must relive the same day over and over until he transforms his attitude into one of a great human being. In this artificial laboratory of human behavior it becomes very clear that "what goes around comes around."

The Guru

Thirty years in the business and he's neither bitter nor burned out. He's already forgotten more than you know. He has the answers to all your questions, but more importantly, he knows which questions are fruitful to ask. He's got a PhD., but he owes more to the Marx Brothers than Stanford. He keeps irregular hours. Appears grudgingly at conferences. Has troubling personal life. Wisdom, perspective, style, good humor. Reversed: lack of direction, stagnation.

Silicon Valley Tarot
© 1998, Thomas Scoville.

{1.3} PLANNING

In my dot-com job (job N), we evolved a very robust procedure for planning trade shows. We began with a meeting of all the stakeholders at least six to eight weeks in advance. This included marketing communications (who normally booked the show), sales reps and systems engineers (who along with marketing staffed the booth), technical sales support (who coded and installed demos and also did booth staffing), and information technology (IT) and operations folk (who needed to be involved in preparing and shipping computers and other equipment).

{1.3.1} The Planning Timeline

We collaborated on a timeline of deadlines which afterwards was emailed to everyone to confirm. The timeline included:

  1. when IT needed to deliver the computers to tech sales support with the operating systems and standard utilities installed,

  2. when tech sales support needed to have the demo installed on the computers, and deployed in the internal staging area,

  3. when the computers would be available in the staging area for the demo-givers to practice,

  4. when the computers needed to be crated up and ready for shipment,

  5. when the computers would be shipped to the show,

  6. when setup began at trade show — and where exactly the show was (it's a long, long walk between the North Hall and South Hall at many convention centers),

  7. when and how the computers were to be shipped back

Road Rule:
Make sure everyone involved
knows the plan and the schedule
well in advance.

When I got the email I printed it out and put it in a new file folder for that trade show; the tab would say something like "USENIX Summit for Educators in System Administration (SESA '13) — Washington, D.C. — Nov. 5, 2013" This folder would become my central repository for my own planning information. The staging area, in our case a square area bound by a set of four adjoining unused cubicles, became the central repository for our group understanding of what we were doing. Literature, tools, and important accessories like paper towels and Windex® (for screen cleaning) would accumulate there.

Road Rule:
Use a staging area.

We had both a small trade show booth (10 by 10 foot) that we set up ourselves and a big one (20 by 20 feet) that we had a contractor set up. The first time we used the small one we set it up first at headquarters, which had several benefits. We were able to train everyone who might need the experience on how to set it up, we were able to share the booth with folks in engineering, customer service, quality assurance, accounting, etc., who normally didn't make it to trade shows, which builds excitement also just helps make the whole process real for people ("wow, they really are selling this code I write!"), and we were able to photograph the booth from all angles so we had pictures to send along and help remind the people setting up what the end product looked like.

Even if you are unable to set up a booth in advance at headquarters, I highly recommend that you photograph it the first time it is assembled and include the pictures with the booth parts.

{1.3.2} Allow Time For the Probable Bad Case Scenarios

As you plan a trip, think about what things can go wrong and how you will respond if they do. Then, within reason, allow enough time to salvage the situation.

It is useful to have a prioritized list of goals in mind as you think about this. For example, for a typical trade show I would have this list:

  1. All demos working.

  2. One demo working.

  3. Booth fully staffed.

  4. At least one staff person present.

  5. Sales & marketing literature present in sufficient quantities.

  6. Sales & marketing literature present.

So my thinking would run something like this: "Ship the literature directly to the show, and have each person take a small stack as well. That way if nobody makes it and the shipment arrives there is still literature. And if any one person arrives and the shipment doesn't arrive, we still have some literature. Don't have everyone fly in on the same plane. It could be diverted due to bad weather, or worse. Bring a laptop with a copy of demo; if all other equipment is lost we can still rent a monitor from show services and have one demo." And so on.

Similarly, for a sales call with demo, it is handy to have the salesperson and the techie each bring their own laptop with the same demo on it. Also, bring your own projector. They're cheap enough now that every team of road warriors should have one. Even if the people you're visiting tell you they have a projector, a third of the time there will be some problem with it or with compatibility with your laptop. Bring your own as a backup.

I have a metaphor I use in thinking about things that can wrong. In Dungeons and Dragons (D&D) type role-playing games, a player will often encounter a hazard with a certain risk factor. For example, when a player encounters a treacherous rope bridge over a chasm, the Dungeonmaster will say, "You have to roll under 76 to cross safely." The player has two dice that can be used to roll any number from 00 to 99. (Visit any mall game store to learn more about the dice.) So the player knows that 76% of the time one can cross this bridge safely, and 24% of the time the attempt is fatal. He or she then must evaluate if the risk is worth the potential benefit. The player might say, "Yes, it's worth it," roll an 88, and fall into the chasm.

I have found business travel to resemble the D&D games, except that you never get to find out what the percentages are exactly. You learn them approximately from your successes and failures.

So I am constantly trying to keep my accumulated risk factors low, and to have contingency plans for the most likely failure modes.

Road Rule:
Manage risk with
contingency plans.

You can reduce risk by examining all of your equipment before a trip. Charge phones and laptops, inventory cables and adapters, and repack everything. If a chocolate bar got loose in your laptop case, you don't want to discover it when you reach into it on a plane. Repack everything when you're done checking it.

A likely failure mode for trade shows is equipment showing up late. That's why I like to look at alternatives, such as shipping the equipment to a nearby sales office (or the office of a friendly business partner) a few days early and then renting a van to drive it to the show.

If a show is 50 to 500 miles away people often just assume they should ship equipment by air. I am a big fan of driving it. Even 500 miles is usually just an eight hour drive. The time can be well spent; if two people go together they can talk about accounts, tech tips, or other work-related subjects. You can make cell phone calls. You can listen to books on tape, for both inspiration and education. Also, you can often get conference proceedings on tape, and who usually has time to listen to that stuff, great though it may be? If you have someone who can provide transcription services (or you are willing to do it yourself), bring a hand-held digital or cassette audio recorder, and it can be a great way to get writing done.

It is always wonderful to have the peace of mind of knowing where the equipment is, but the benefits of driving the equipment really become clear when you arrive at the show. No time is spent at the booth waiting for equipment to show up, or trying to track it. You just roll it in from the loading dock and begin setting up. After everything is unpacked the crates can be loaded back into the truck or van, and you know right where they are. When it comes time to tear down, you bring you own crates back in through the loading dock and begin packing them up, while everyone else on the show floor sits and waits for the forklifts to bring their empties back out.

(People used to think I was crazy for volunteering to make these long drives — usually from San Diego to places like Las Vegas or San Jose. I have found that since 9/11/01, however, I get a lot more agreement.)

Be sure to join the American Automobile Association (AAA) [LINK_1-12] if you drive on business. One or two emergency road service calls will easily pay for it, and they have the best maps, free for members.

Road Rule:
Never ship what
you can hand-deliver.

If there is someone you rely on at headquarters for technical support or backup, tell them your schedule. Make sure they know when you will be doing setup, and will be at their desk at that time. If they can't, have them designate someone else to help you. And if setup goes great, be sure to call them and thank them, and let them know they can go to lunch.

Road Rule:
Ask for help
before you need it.

Plan to set up as early as the convention center will let you. What will you do if a hard disk fails? How long will it take to ship a replacement? What if a keyboard is missing? Where can you buy another, and how long will that take?

Also, for every technology I've ever worked with there has been a specific failure mode or problem that I've needed to allow for. Once I had to demo mini-supercomputers that ran on 220 Volts. Before every trade show I would call the show office and tell them we needed 220 Volts, and they would promise to inform the electrician. I would also FAX them the technical specs: Volts, Amps, and a drawing of the socket we needed and its standardized part number. Guess what percentage of the time we found the correct power waiting for us? Zero percent. We'd always need to have the electrician paged, and he or she would say "Why didn't anybody tell me about this?" and then we'd have to wait for the power line to be installed. They didn't always have the right socket for our plug, either, and after a while I ended up carrying every known 220 Volt plug and the tools to splice the right one onto the power cord. I'd hold up my plug collection and say, "just give us a socket to match any of these."

During the dial-up era I've had the need to carry a 100 foot phone cord (to reach the phone jack the FAX machine plugs into, so I could dial out to internet to do a demo), and more recently, before "plug and play" actually worked, I've needed a recent Windows installation CD (to install device drivers when I've needed to add a device on the road, or even to replace a device if the upgrade uses a different driver). Most recently I find I need to be able to charge other people's phones to save the day. It's always something. Learn the failure modes and plan how you will respond. And don't kid yourself: every technology has failure modes. Power supplies fry, hard disk heads crash, CDs skip, thumb drives get bit-rot, and even the transporter on Star Trek (1966, TV show) [ASIN: 6305513406] sometimes scrambles life forms.

Road Rule:
Know your technology's
failure modes
and plan for them.

A tip on shipping stuff ahead: never ship anything to a hotel. The hotel will lose the shipment. This happened to me on one of my very first business trips (the package was diverted to the hotel's catering office by mistake, which was closed until Monday), and it happened twice last year. I already knew better by then, but despite my strident request somebody overnighted two critical packages to my hotel in Orlando and the hotel bell staff immediately lost them. The hotel chain, knowing this was a big issue with its customers, had installed a new computerized tracking system for packages sent to hotel guests, and my packages weren't in their system. But I knew who'd signed for them thanks to the shipper's web site. After about a day of harassing the bell staff they finally produced the packages. The next morning someone called my room and said they had 27 packages for me. The tracking system said so. When I went down to the bell desk, they had nothing. It had been some kind of glitch, or typo.

On a subsequent trip to San Jose, someone again overnighted a critical package to me at my hotel despite my begging them not to. I sat glued to the web in my hotel room, trying to log on to the Federal Express web site [LINK_1-15], which was — very unusually — down for a few hours due to a power outage (the California power crisis was going on). Finally it came back up and I kept hitting "refresh" in my browser until I saw the package show up at my hotel, and who signed for it. I immediately copied down the information, logged off and dashed down to the lobby, and asked the front desk, "Where's the loading dock?" I would follow the package in and grab it before they could lose it. Of course, somebody accosted me as I tried to walk in. "FedEx just delivered my package! Who has it?" I demanded. They took me into the package room and looked through a paper-and-pencil list on a clip board of all the packages they had just logged in from FedEx. Nope, mine wasn't on the list. I demanded to talk to the person who had signed for it, and gave his name. He had gone on a break. Somebody tracked him down. They asked him if he'd brought in all the FedEx packages. He said he had. I showed him my info I'd copied off the web site which showed his name and when he'd signed. He retraced his steps, and found my package sitting on top of a water cooler in the warehouse.

I hope you get the point here. The hotel will lose the shipment. The solution is to ship to FedEx or UPS and have them "hold for pickup." Just drive to the local FedEx or UPS office and get the package. The web will tell you where it is, and the shipper won't lose it.

Road Rule:
Never ship anything to a hotel.
Have the shipper hold it for pickup
at the destination city.

Another shipping tip: before you ship equipment, search the outside of the crate for old shipping labels and remove them. I've been the guy who ended up at an air freight office at dawn on day two of a trade show, eating their donuts and waiting for the first flight in from the place our crates got shipped by mistake.

And if you have to get something someplace in hours, not overnight, consider counter to counter air freight. In can be expensive, and I recommend the receiving party meet the flight because they sometimes lose things too, but on the other hand you have to ask how expensive failure is.

A lot of people are fond of quoting Clint Eastwood's line from Dirty Harry (1971, movie) [ASIN: B001EC0OQI], in which he admits to a punk that he doesn't remember how many bullets he's fired from his gun, so he doesn't know if it's empty. He suggests the punk ask himself if he feels lucky. In planning a trip, and assessing the risk of various alternatives, you have to ask yourself questions like: "How bad would it be if the hotel lost my package?" and then: "Do I feel lucky?"

So with plenty of slack planned in, here is a typical trade show schedule:

Spam

Frustration, stupidity, mindless repetition, wasted effort, lost bandwidth. The Spamee is consumed in fiery indignation, but the Spammer also wastes time and resources - nobody cares about his message. Lose/lose royale. Reversed: unenlightened self-interest, failure to comprehend the appropriate use of the Network.

Silicon Valley Tarot
© 1998, Thomas Scoville.

{1.3.3} Focus on the Best Case Scenario

Although it is important to anticipate various disasters and have plans for addressing them, you need to make sure you don't focus too much on negative images of undesired outcomes, or talk yourself into a belief in failure, or dwell on feelings of dread. The best antidote to this I have found is to vividly imagine the best-case positive outcome: see it, hear it, and feel it in your imagination.

The best case scenario is not just the absence of disaster, it is realizing ultimate goals of your activity. At a trade show, the fabulous leads and great press, attracting industry buzz and meeting with key prospects are the goals; it never hurts to get some immediate orders as well. When teaching a seminar, the goal is not just making it through without embarrassing yourself, but also creating enthusiasm for the subject matter, and bringing more business as a result. For an on-site programming project, it is important not only to get the job done and make a good impression, but to instill confidence in your company and its products, and again to bring more business as a result. I find that if, during your travel preparations, you vividly imagine these outcomes, it helps you prepare for situations that will enable you to bring them closer.

Road Rule:
Visualize winning.

{1.3.4} Gather Information Before You Go

As your departure time approaches, visit a weather website such as Intellicast [LINK_1-19] and keep tabs on the weather at your destination. I like the animations of infrared (showing cloud cover) and radar (showing precipitation) the best. Or, if you are away from the web but near cable TV, watch The Weather Channel.

Think about the resources you may have to locate while you still have high bandwidth and a printer. Even if you have a smart phone, you may not not have coverage when you need it. Do you feel lucky?

For example, if I'm about to leave for Las Vegas and I may need copying services when I get there, I go to my favorite business directory on the web, Yellow Pages directory [LINK_1-20] and look up all the photocopying and businesses center sites (such as FedEx Office, formerly Kinko's) in the 702 area code, print out the entire list, then pick the one or two locations I'll probably use and print out their maps. These pages go in my planning folder for this trip. Likewise I'll look up Federal Express offices, Radio Shacks, drug stores, and any other business I might need.

If I'll need to find a facility I've never been to before, I go to my favorite mapping and directions site, Google Maps [LINK_1-21] for directions from my hotel.

For example, try getting directions starting from Arizona Charlie's (a reasonable off-strip hotel), 740 S Decatur Blvd., Las Vegas, NV 89107, driving to the Young Electric Sign Company (YESCO), 5119 Cameron St, Las Vegas, NV 89118.

If time permits, there can be unexpected benefits to checking the web for the local newspaper for the city you are visiting, and reading the local news. For example, the Las Vegas Sun daily newspaper has a web site [LINK_1-22]. Checking the local news page one day I found that Clark County was about to open its new Paseo Verde Library devoted to genealogy, at 280 S. Green Valley Parkway, at the southeast corner of Interstate 215. That may prove useful to you at some point, if only as a conversation-starter with a local. Or, if you have free time in Vegas, researching your family history probably beats gambling as a self-improving activity, and it's free.

Now, I know what you're thinking: What if you have a GPS-equipped device? Then you might think you don't need a hard copy of the directions. Well, once again, you have to ask yourself if you feel lucky.

Road Rule:
Gather information
about your destination
while it's easy to do.

{1.3.5} Sales Calls and Other Customer Visits

Mostly this chapter has been using the trade show as a convenient example to talk about planning for a typical trip. A similar expedition is presenting an informational seminar to potential prospects. The same issues of equipment arrival and setup occur, though less severe; more time must be allowed to polish the presentation, since it will last much longer and be more highly scrutinized, by prospects and coworkers.

But for every trade show or seminar, there will — if things are going well — be dozens of visits to customer sites, for sales presentations, consultations, onsite programming, installation and customization, and other small meetings. These visits must also be well planned. Here are the most common problems to avoid:

  1. the lobby yo-yo
    Each member of your team arrives individually in the lobby and has the guard or receptionist call for your host to escort them in; most of the time the caller gets the host's voicemail, because they're still en route with another guest. Some of your party are ten minutes late because there are two "north gate" entrances and the only parking is three blocks away. It takes a long time and a lot of trips by your host to get everyone in; the host is a little cranky and the meeting starts late.

  2. the conference room disconnect
    Somebody told the host that the team from your company was arriving at 2:00 PM. He or she sent out an email to 15 people to meet in a conference room at 2:00 PM. At 2:00 PM the conference room begins to fill up with about 10 people (including a senior manager you desperately wanted to meet with who gets impatient and leaves at 2:05), while the lobby yo-yo is going on to bring your group in. At 2:22 you finally begin, without the senior manager, looking somewhat incompetent.

  3. projector problems
    Your host assures you that their conference room has a projector and it will of course work with your laptop. When you arrive A) it isn't there, or B) it doesn't work, or C) it doesn't work at your resolution, or D) the meeting is moved to another room with no projector, or E) the controls are locked in an AV closet and the person with the key is on vacation. You end up 1) walking to your car to get your projector (25 minutes round trip, and your host gets even crankier), or 2) using a borrowed monitor which only half the group can see, or 3) using your laptop screen which nobody can see.

  4. installation issues and the image of quality
    Your visit includes the installation of your company's software for demo or consulting purposes, and still word went out that the meeting was at 2:00, so a room full of people are watching you hassle with: A) not enough disk space, B) the wrong operating system, C) missing system files, and/or D) hardware incompatibilities. Of course, this time the senior manager doesn't leave. In fact, an even more senior manager pops in "to see how things are going" and is told by other meeting attendees "there's some problem installing the software." Everyone assumes you have some sort of quality problem, even though it's "not your fault" and not the fault of your software quality, and even though your host assured the person on your team who organized the meeting (usually the sales person) that a system with the right technical prerequisites would be available.

  5. the sales call tug-of-war
    You are the techie who arrives at a meeting at the customer site attended by two salespeople who are involved in some kind of account or territory split, or by a salesperson and their sales manager, or by salespeople from two different partner companies, and it isn't exactly clear who's leading the meeting or who's agenda you will be following. This can get ugly, and the prospect ends up thinking you are all idiots.

  6. the curve ball pitch from corporate
    Somebody flies in from your own company's headquarters, usually from marketing, and presents to your prospect or customer about some product or strategy they dreamed up and want to "just get some customer feedback on." The problem is, you never heard of it before, and as soon as the meeting is over the customer will call you for more information, which you don't have. Plus, they were about to place a huge order for multiyear licenses at a volume discount, and this confuses them; now they are thinking they will "wait and see if the new system will work better for them."

  7. the snake pit
    Because of something you know nothing about — a disputed bill or an unresolved customer service call or a shipment that didn't arrive, or just a new manager or expert who wants to throw your company out and take some other build or buy approach — you arrive to do a demo or some consulting programming and encounter a completely hostile environment. Have you ever been ganged up on by hecklers during a demo? Have you ever been assigned a room to work in with the air conditioning set to forty-five degrees Fahrenheit? Have you ever had a stack of heavy update tapes thrown at you?

Most of the above problems can be eliminated by having all members of the team meet early nearby (at a fast food or coffee shop, for example) and talk about the account, and then proceed to the customer site together, and also by making absolutely sure your host meets you 30 to 60 minutes before the time they tell people to show up in the conference room. (If a salesperson refuses to do this, and they are at zero per cent of their quota for the last two quarters, they may be trying to make sure you mess up so they can blame you for their problems. If you think this is the case, update your resume.)

Road Rule:
Have all members of your team
meet in advance,
discuss the account
and arrive together.

If a sales manager is on a call with a sales person the manager should decide whether their role will be moderator or observer. If they don't say, ask. Rules of precedence between peers need to be settled also — otherwise, the call is a minefield.

Road Rule:
Know who's
running the meeting.

Projector problems are best solved by always bringing your own projector.

Road Rule:
Bring your own projector,
even if they say
they have one.

Installation problems are best fended off by A) the techie insisting that they be given the phone number of the host's techie (usually their network administrator) and then calling ahead a few days in advance, B) following up with an email or FAX with all system prerequisites, and C) scheduling the installation for several hours before the meeting — preferably a before lunch installation, and an after lunch meeting (so lunch itself supplies additional slack).

Road Rule:
Like passing laws
and making sausage,
software installation should not
have an audience.

Preventing the curve ball pitch from corporate requires that you demand that marketing — or anybody — gives you the pitch and answers your questions before they can get in front of your prospects and customers. It is also handy if the sales person for that account introduces the marketing person, and puts the whole pitch in context (i.e., explains why the prospect should still process their pending big order).

Road Rule:
Just like in baseball,
the member of your team
closest to the batter
should call the pitch.

Preventing the snake pit scenario is always tricky, but there are some proactive things you can do to reduce the chance. (If you find yourself in a snake pit, I recommend you follow the advice of President Lyndon Johnson regarding bad press: "Just stand there and take it like a jackass in a Texas hailstorm.") First of all, find out what's going on before you show up. If this an existing customer, call customer support and find out if there are any outstanding technical issues that you can help resolve while you are there. Phone support folks are often frustrated by the lack of an objective pair of eyes at the customer site to help them resolve long-standing odd problems. You can help them, and later on they may be able to help you. Best case outcome is everybody wins: you, the phone support folks and the customer. This ties in with the "early miracle" strategy, which is that if you are a new techie introduced into an environment, you need to perform an early miracle to gain credibility, trust, support and slack. This is easier to do if you have done your homework. (Or, as I once saw on a sign in a space shuttle research lab, "First you have to put the rabbit into the hat.")

Road Rule:
Find out what kind of snakes
you're dealing with
before you jump into the pit.

{1.3.6} Predictability and Communication

I asked my friend Dave, who travels an incredible amount worldwide working on applying technology to social problems like improving refugee camps, what rules of thumb he uses increase his security and comfort while traveling. He said the most important thing is to not vary your routine. If you fly to Washington, D.C. area often, and you've frequently stayed at the Budget Inn in Falls Church, Virginia, keep staying there. As long as the quality is acceptable, it reduces stress and increases slack if you know the way to the freeways, know where you can exercise, where you can buy socks, eat dinner, etc.

Another reason to not vary your routine is that it makes it easier on other people. If your coworkers know where you always stay they can plan more easily. This reduces stress on them and increases their slack.

An important corollary is that if your plans change, communicate as soon as you know. Always remember that you don't know what you don't know. You don't know who is counting on you to be someplace for reasons you're not yet aware of. You don't know who is desperately trying to reach you to tell you about a complication you didn't anticipate. A meeting may have been moved. Someone may have missed a flight. A bridge may have washed out. In all these cases stress is reduced and slack increased if you follow this Road Rule:

Road Rule:
Stick to a routine
and communicate
as soon as you know
that plans have changed.

Senior employees have an expression for the behavior of the newbie who fails to heed this advice: it's called "going south" and it's a sign that one is not yet ready for the life of a Road Warrior.

For example, early in my career, in job E, we had a bench tech who'd been doing a good job of fixing hard to find glitches in computers we were manufacturing, and we thought he might make a good field repair tech as well. I sent him to Houston to service a computer at NASA. He left town one evening with a plane ticket, rental car reservation, hotel reservation, and the address and phone number of the customer at NASA. The next morning the customer was calling me to ask where my tech was. This was in the pre-cell phone era, so after failing to reach him at his hotel, I just had to wait. Finally, shortly before noon Texas time he sauntered in to NASA. His goof-ball story was that when he flew in the night before the car rental agency was out of cars, even though he had a reservation, so he took a taxi to the hotel, and then in the morning took a taxi back to the rental car agency at the airport, who were still out of cars, so he took a taxi to another airport where they had cars and rented one there, and then drove to the customer site.

My boss decided for me that this guy wasn't going on the road again, at least not at this company.

And that reminds me, check your phone. Pull it out and look at it a couple of times a day. Check voicemail. Check for text messages, emails and/or pages. Whatever you can get, check for it. Even in the third millennium this stuff isn't reliable. Ringers, message alerts and audible alarms turn themselves off, even when you have key-lock on. I've seen it. Check your phone.

El Camino Real

The first road into the Valley, the King's Highway remains the ruling thoroughfare of commerce. Looking south, it recedes deep into California's lonely hinterlands and turbulent history. Follow the bells back to its origin, and you'll end up two worlds away in Mexico City. It's the longest road you know. New arrivals, perspective, interminable endeavor, distant warning. Reversed: Exit, termination, retreat from the action.

Silicon Valley Tarot
© 1998, Thomas Scoville.

{1.4} WOMEN AND FLYING

My wife has accompanied me on a number of tandem business/vacation trips (see section 1.10.6) and she researched the travails of air travel from a woman's perspective. (Most of this advice is useful for men too, as it turns out.)

An aircraft cabin is a hostile environment because of its low atmospheric pressure (not enough AIR) and low humidity (not enough WATER).

{1.4.1} Air

Low air pressure can cause or aggravate varicose veins, as well as swelling of the ankles, especially during pregnancy. (Of course, most doctors don't recommend flying during the 1st or 3rd trimester of pregnancy anyway, due to increased cosmic rays coming through the thinner atmosphere, resulting in a greater risk of mutation; ask yours for advice on this.)

The best protection against the perils of low air pressure is support hose. Yes, thick, ugly, clunky, old-lady-style support hose. Wear it under a long skirt or pants. Your ankles will thank you.

Of course low air pressure can also cause unpleasant and even painful pressure in sinuses, especially if you are congested due to illness or allergies. If so, take the strongest decongestant that works for you before flying.

    A Note On Children and Low Air Pressure

    If you are traveling with children, they can suffer even more due to sinus pain because of their lack of experience with getting their ears to "pop." Of course when this happens they usually scream bloody murder.

    Traditionally, parents have brought gum to help this, but we've found kids tend to swallow the gum — Tootsie Pops last longer, and tend to keep them swallowing.

    A handy preventative are "EarPlanes" brand earplugs. The Earplanes Frequently Asked Questions (FAQ) [LINK_1-24] says:

      EarPlanes are a patented pressure-regulating earplug inserted in the ear to help reduce discomfort often associated with air travel. They were developed by Cirrus Healthcare Products LLC in conjunction with the House Ear Institute in Los Angeles, and have been tested by US Navy aviators at the Miramar Naval Air Station in San Diego. The US Food and Drug Administration has designated EarPlanes as a "class 1" medical device, and as such, they may be purchased over the counter without a prescription.

    In severely painful cases, massage your child's sinuses, and have them hold their nose while swallowing. Also, reassure them that it will be over soon.

{1.4.2} Water

Supermodel Cheryl Tiegs says that one of the toughest things about her lifestyle is keeping her skin beautiful when subjected to so much low humidity while flying. She actually brings Baggies® with lotion-soaked cloth to cover her face with during long flights. While this extreme approach may not be required (and is harder to do with the recent limits on carry-on fluids), pamper your skin and keep it moist while flying. Use your favorite moisturizing lotion, and occasionally pat your face with clear water, drying thoroughly and re-moisturizing afterwards. Take "face breaks" in the restroom to do this if necessary, or just do it at your seat. Also, be sure buy your own water bottle once inside security and to drink lots of water while flying, even if it makes you visit the restroom more often. People who haven't tried this are often heard complaining how flying "just tires them out," while in fact they may be dehydrated.

Marketeer of Networks

The marketeer clings tightly to one of the few jobs in which her gender is grudgingly represented in the Silicon Valley. Her smile is forced. She is relentlessly upbeat. She is well-fortified from slings and arrows by industrial-weight shoulderpads within her smart Armani frock. Optimism, enthusiasm. Reversed: Appearances begin to crumble.

Silicon Valley Tarot
© 1998, Thomas Scoville.

{1.5} PACKING

A major thing you can do to make packing easier is to already be packed all the time. At first this seems absurd, but in fact there is a lot you can do to be nearly packed all the time. For example, you should have duplicate grooming items for travel use (toothpaste and floss, hair brush and comb, etc), in smaller sizes or packages, already packed in your grooming kit.

Likewise your laptop bag can be already packed with everything but the laptop itself and only what it needs to run docked, or however you use it in a stationary mode.

If you are organized in your filing, with everything pertaining to a customer or prospect account in one folder, you can just grab it when it's time to pack. If you organize your maps and other travel guides by the airport you fly into (such as El Paso, Las Cruces and White Sands maps in a Baggie® labeled "El Paso") it makes it easy to pack them too.

Road Rule:
Staying mostly packed
all of the time
makes packing easier.

{1.5.1} Luggage

Design your luggage around travel scenarios: the day trip, the overnight trip, the 3-day trip, the 5-day trip, each either car or plane. And, will you have the time and resources to do laundry?

Driving offers the most flexibility in luggage; if you have a van you can bring cardboard boxes and a hand truck. Flying is more restrictive and therefore more challenging.

The ideal flying scenario allows you to carry everything on the plane, with no checked baggage — that way it is virtually impossible for the airline to lose any of your luggage. Most airlines today allow one carry on bag and one "purse or briefcase," which I always take to be a laptop bag. They also usually allow you to check up to two bags. So, in order or preference, you can bring one of these combinations:

  1. just a laptop bag carried on

  2. a laptop bag and a hanging garment bag, both carried on

  3. a laptop bag carried on, and a document bag checked

  4. a laptop bag carried on, and a large suitcase checked

  5. a laptop bag carried on, and a document bag and large suitcase checked

  6. a laptop bag and a hanging garment bag carried on, and a document bag and large suitcase checked

Bearing in mind that you may end up with more stuff to bring home than you originally brought along, it's best to try to avoid configuration #6 outbound — you have little room to expand.

For the same reason you'll want to have a spare backpack and duffel that each fold small and can be brought along to expand into.

So what to do you do if are traveling heavy already and you end up with three phone books worth of extra stuff to bring back? Shipping it back (approximately $40.00) is better than having excess luggage (usually an $80.00 charge by an airline) but what works even better is:

Road Rule:
Bring some extra
pieces of luggage
in your luggage.

So, based on the above analysis, my selection of a flexible luggage set is as follows.

  1. laptop bag
    laptop bag
    Holds your laptop for easy removal at airport security, also holds a bunch of other stuff: portfolio, CDs, small manuals, cell phone, etc. Customers will see this so it should look sharp and new. Example: laptop bag [LINK_1-27] from Kensington [LINK_1-28] .

  2. garment bag
    garment bag
    A garment bag should keep your clothes fairly unwrinkled, have room for your shoes and grooming kit, fit in an overhead bin when folded, and not have unstowed protruding hooks that can get jammed in airport baggage handling machinery. Choose functionality and strength over looks.

  3. big suitcase
    big suitcase
    This should be huge, light, strong and not too expensive. Make sure it has sturdy wheels. Expect it to get beat up from use, since it will always be checked baggage. I like to buy mine on sale or used.

  4. document bag (a.k.a. "flight case")
    flight case
    When you have a lot of manuals and/or sales literature to carry, you need something that will keep pages flat — a suitcase just won't do. For nostalgic reasons (my dad worked as a commercial airline pilot) I like the traditional pilot's "flight bag." Its main drawback is the lack of a shoulder strap, though you can have that retrofit at any luggage repair. Whatever you choose should be neat and new looking, because customers will see it. Example: leather flight case [LINK_1-29] from AvShop (Pilotportal) [LINK_1-30] . (I should point out that many folks prefer a small rolling suitcase instead.)

  5. portfolio
    portfolio portfolio
    When you take notes in a meeting, you need to be using a professional looking leather portfolio to hold your pad of paper. It can be quadrille graph paper if you are a techie (or a yellow legal pad if you are in sales or management), but the "frame" needs to be classy and businesslike. This needs to fit in your laptop bag. Example: portfolio [LINK_1-31] from eBags [LINK_1-32] . While you're thinking about it, you need to pick a leather color and be consistent in your accessories, like pens. Typically you either go with black leather and silver accessories, or brown leather (often in red undertones, sometimes known by "burgundy," "tobacco" and "chestnut") with gold accessories.

  6. frequent flier wallet
    travel wallet
    Get a long wallet with room for lots of cards and put all of your frequent flier club cards and hotel rewards club cards into it. (You should also have them in electronic form that can be easily emailed.) Of course if you book your flights on the web or through a travel agent (almost extinct in the 21st century!) either way your frequent flier number should be associated with your itinerary, but whenever you rent a car or check into a hotel, pull it out and see what points or miles you can get. Most employers have an explicit policy that you can keep the miles as compensation for you and your family for the trials and tribulations of business travel, as long as you don't let the rewards programs influence your choice of travel services. Example: Travel Wallet [LINK_1-33] from eBags [LINK_1-32] .

  7. grooming kit — LL Bean Personal Organizer
    personal organizer
    I wholly recommend this particular brand and product. The LL Bean Personal Organizer allows you to keep all of your grooming needs within reach without unpacking them and without using up space on the counter, by the sink or on top of the toilet tank. Just hang it on the towel rack and you're set! The mesh compartment is great for things that have to dry, like razor and toothbrush. The whole thing zips shut to pack. Personal Organizer [LINK_1-34] from LL Bean [LINK_1-35] .

  8. laundry bag
    laundry bag
    Get a mesh laundry bag so that any damp laundry can dry easily. As your garment bag gets lighter this will get heavier. Example: Mesh Laundry Bag [LINK_1-36] from Bed, Bath and Beyond [LINK_1-37]

  9. extra backpack
    zip out backpack
    Get a collapsible or foldable backpack to bring along empty. Make sure the shoulder straps are wide enough to be comfortable.

  10. extra duffel
    extra large cargo duffel
    Get a huge, light but strong duffel to bring along empty. Make sure your document bag, your mostly-empty garment bag (except for shoes) and your mesh bag full of dirty laundry will fit in it without destroying it. Example: extra large cargo duffel [LINK_1-38] . from eBags [LINK_1-32] .

  11. doorman's umbrella
    doorman's umbrella
    If there is a possibility of rain, and I'm escorting other people someplace, I bring a waterproof, 4-foot-wide doorman's umbrella. (If I'm going alone, I get by with a ball cap and overcoat, and comb my hair when I get there.)

{1.5.2} How To Pack

Maybe it's because I'm a personality type INTP in the Meyers-Briggs test (see section 3.2.3: "Categories of People"), but I like to have everything assembled in one place before I put anything into my luggage (except of course for the stuff that's "always packed"). Conversely, I find it very frustrating to pack my toothbrush in my grooming kit and pack my grooming kit in my garment bag, then load the garment bag into my car for the trip to the airport, only to find my toothpaste isn't packed and needs to be added to grooming kit.

I don't think I'm unique in finding this kind of thing annoying. There was an episode of the classic TV comedy I Love Lucy (1951-1957, TV show) [ASIN: B0007TKHF2] in which the two couples are packing to drive from New York to California by car. (I believe it is episode #110, "California, Here We Come!" which aired January 11, 1955.) Ricky begins loading the car while the other three bring out luggage. They drop a pile of luggage on the sidewalk. He looks at it, thinking it is all that must fit in the car. He devises a plan. He begins loading. Meanwhile, they bring out more and more luggage and stack it in another, larger pile behind him, which he doesn't see. When Ricky has finished barely squeezing the original pile of luggage into the car, he says, "There, I got it all in," and Lucy says, "What about all this stuff?" pointing to the bigger pile behind him. Ricky's eyes get big and he begins cursing in Spanish.

The antidote to this annoyance is to assemble gradually, then lastly pack quickly. If you've used a staging area of some kind, just collect all the stuff there, and make sure to get the master file for the trip — that should go in your portfolio, easily accessible in your laptop bag.

Road Rule:
Gather everything
before you pack anything.

I like to use a large surface like a king sized bed and lay out my clothes as I plan my days for the trip. I tend to build each outfit from the shoes up. If I expect unpredictable or variable temperatures and precipitation I will add optional layers. A typical day for me might go:

Your choices may vary; if you are a woman they definitely will.

I also will add about 20% more clothes than I need, as a hedge against the unexpected (ever had an iced latte poured into your lap?) after I've planned each day.

For more detail on clothing selection, see section 3.3.3: "Your Clothing and Accessories."

Road Rule:
If you decide
what to wear
in advance
it frees up your brain
for other things later.

Have you ever opened your suitcase the night before a big meeting and found that your blue mint mouthwash has leaked and dissolved in some cinnamon breath mints, and then tie-dyed your white shirts with patterns of red, blue and purple?

Experiences like this one have convinced me to avoid fluids. My original rule was "no fluids" but this proved too severe. I have never had a factory-sealed bottle of mouthwash or shampoo leak in my luggage, only the ones I had already opened. I find it is also okay to carry clear water in an opened bottle on my person; if some spills it usually dries quickly without a trace.

For mouthwash and shampoo I use travel-size (also sometimes called sample-size) bottles. A bottle of mouthwash lasts about three days. I don't know how long the shampoo lasts — I wash my hair about two or three times a week, and I've never had a bottle run out on a trip. I always like to wash my hair before a trip begins, so if it's only for a few days I may not need to open my shampoo.

The key thing is that when you pack up to return home or to fly to another city, throw away the opened bottles, don't repack them.

For some crazy reason I test this rule by breaking it about ever seven years, and I'm always very sorry.

Of course I had this all worked out before August 10, 2006, when airport security was increased due to the announcement by British authorities of a terror plot aimed at detonating liquid explosives on a commercial aircraft. I was barely affected by the new rules against carryon liquids. The only habit I had to modify was to begin throwing away my water bottle before the security scan (but keeping my strap!) and then buying a new one inside the "sterile zone."

Road Rule:
Never carry fluids while traveling
(except for clear water)
unless they are factory-sealed.

When you have all the non-clothing stuff assembled, there will typically be some extra projects in the mix: a report you need to write, or some competitive literature you need to analyze. A little of this goes a long way. It is important to be prepared to make use of extra, unanticipated free time, but don't go overboard. The truth is you usually won't have any, especially if concentrate on the primary goals of your trip. You also won't have any extra "energy" for projects in most cases, and you may find that when you do have time and energy you have no space or resources (like on a plane temporarily grounded by lightning strikes).

Now there will be occasions when you have several urgent tasks to complete on the road, and you just have to find time to get them done. But for your typical trip I recommend you look at the task-related stuff you're taking, pick the bulkiest, and leave it behind. I also recommend that you don't bring any non-work-related tasks, unless you're staying over a weekend. You just won't get to them.

These extra credit tasks are drains on your slack, so don't start on any of them until you have done every thing you can each day to accomplish your primary mission.

Road Rule:
Don't bother thinking of
too many ways
in advance to use up your
excess slack on a trip.

Since 9/11, it is important to be aware of new travel restrictions. The following are items I have routinely carried through security in the past but can't any more:

The simplest solution I have come up with is to have a "blades bag," about the size of a small shaving kit, and carry them all in that. If you are checking luggage this bag goes in the checked luggage; if you are checking no luggage the blades bag stays home. If you are traveling with carryon luggage only, and must have a blade, well then, I guess you're checking some luggage after all.

Road Rule:
Know where you blades are,
and don't try to take them
through security.

Lastly, be sure to slip a business card securely inside each piece of luggage, so that if it loses all of its outer tags it can still get back to you.

{1.5.3} What To Pack

The firmest rule I have about what to bring is to always have with me clothing for the most extreme conditions I will fly over or drive through, because you never know when you will become separated from your transportation.

Once I was flying from Atlanta to San Diego in the early spring, both of them shirtsleeves environments at that time of year, and it was a "direct" flight through St. Louis. While on the ground an "equipment change" was announced, which of course means the flight wasn't direct any more — we were changing planes. Then while waiting in the departure lounge I discovered that the flight had been canceled. Nobody from the airline told me, it was another passenger who noticed that the flight crew came bursting into the airport from the jet way, with all their luggage, looking upset, and disappeared through "employees only" doors. "The fat lady just sang," said the fellow passenger, and he went to book another flight while I sat and waited for an announcement. There was no announcement. Finally I went to a counter to ask, and found that there were no flights out that I could take, my luggage was gone somewhere, and they were giving me a voucher good for one night's lodging, and a ladies' grooming kit since they were out of men's. All I had to do was walk out a door onto the sidewalk in front of the airport and wait for a shuttle to take me to my hotel.

In my shirtsleeves I walked out the door into a raging blizzard in the Missouri night. I shivered for close to an hour while looking for the shuttle, which didn't come. Back inside the story was, "Oops, we forgot that we have to call it for you first..." Then I got to shiver for another 45 minutes before the shuttle finally came, and the next morning shave with a leg razor, and wear socks and underwear I washed out in the sink — which weren't dry yet for the shuttle ride back to the airport.

Come to think of it, this all sounds like a sequence from Planes, Trains and Automobiles, which I recommend elsewhere in this book. If you see this movie, notice near the beginning that Steve Martin leaves his gloves in an office, remembers in the elevator, and says, "What the heck, I'm just going from the cab to the airport building," and doesn't spend the thirty seconds to go back for them. Of course, before the movie is over he is wishing he had those gloves.

This is why I always bring an overcoat with lining on planes, and in the pockets are a pair of leather gloves and a wool cap.

Road Rule:
Bring a coat on the plane
if you will fly over a cold place.

Below is a superset of what you probably need to take. Items needed only for plane trips have the airport sign:

while items needed only for car trips have the highway sign:

Consolidated versions of this list in checklist form appear in
Appendix B.

I've also provided this appendix at our web site, TravelingTechie.com [LINK_0-1]. Feel free to cut and paste and edit to create your own ideal checklist.

a. what you need to travel

  1. plane tickets (or printed itinerary if using an e-ticket)

  2. your identification (driver's license, state ID, military ID or passport)

  3. water bottle and strap (buy the strap at a tourist attraction or camping store)

  4. snacks for the trip; especially foods similar to what the military calls Meals Ready to Eat (MREs) and kids call "Lunchables"®

  5. maps and directions, plus contact information for everyone you will be visiting, all stake-holders in the process, and anyone you may need help from

  6. dollar bills and rolls of coins for tips, tolls, vending machines, etc.

  7. extra collapsible luggage: duffel and/or backpack

  8. doorman's umbrella

  9. bring a coat on the plane (with windproof gloves and hat in the pockets)

  10. if you are driving, you should always be carrying a disaster preparedness kit for the region you are in, whether it be blizzard, tornado, hurricane, flood, or for us in California, earthquake and/or wildfire preparedness. Here is what I keep in my kit, always in my trunk, based on accounts I have read from folks who were in earthquakes and what they needed:

    • cash is always handy when power and ATMs are out; get a $100 pack of five dollar bills from your bank

    • a pry bar (a.k.a. crow bar) is the thing rescuers have found in the shortest supply

    • of course water is always a short-term need; I carry a case of 24 pint or 0.5 liter bottles, with sport top (for easy sipping)

    • a bottle of multivitamins and minerals

    • some snacks that require no preparation, and keep well; I like beef jerky, turkey jerky and salmon jerky, as well as crackers and canned fruits and vegetables, plus some hard candy for kids The only place I've ever seen salmon jerky for sale in person is at the Seattle-Tacoma "Sea-Tac" airport, and a store called "Alien Fresh Jerky" in Baker, California, on I-15 between Barstow and Las Vegas — luckily it is available on the web:
      Salmon Jerky
      Salmon Jerky [ LINK_1-40] from SendSalmon.com [ LINK_1-41] or from AlienFreshJerky.com [ LINK_1-42].

    • some easy-fix meals that only require boiling water, such as instant oatmeal and instant soup

    • sturdy cups and spoons

    • a non-electric can-opener (or spare pocket knife with can-opener)

    • hand/dish soap (often forgotten!)

    • paper towels and toilet paper

    • trash bags

    • a 12 volt DC water heating appliance suitable for boiling water (or, I've read that a 12 volt DC to 110 volt AC inverter and a standard coffee maker works well)

      Example: 12 VDC Beverage Heater [ LINK_1-43] from B & A Products [LINK_1-44]

    • some small blankets, beach towels, and sweatshirts

    • A first aid kit — of course, it should have the standard stuff: gauze, white tape, antiseptic, etc., but the only things I've ever actually used from a first aid kit in 30 years are Band-Aid® adhesive strips, and painkillers such as aspirin, acetaminophen (Tylenol®), and ibuprofen (Advil®) — I recommend you stock all three types, because people can be allergic to any of them

    For wildfires you need a similar ability to survive for several days on the road, in an evacuation center, or else at home without power and water. Also for wildfire preparedness it's important to have the things you'd want to grab near at hand: pets and their needs, medicines, family photos, tax and business records, and keepsakes.

b. what you need to wear, and to care for your clothes

  1. men:

    • shoes
    • socks
    • belts
    • underwear
    • pants
    • shirts
    • jackets
    • neckties
    • sunglasses
    • watches

  2. women:

    • shoes
    • socks
    • hose
    • skirts
    • dresses
    • blouses
    • belts
    • underwear
    • jewelry
    • purses
    • sunglasses
    • watches

  3. laundry bag

  4. stain stick or spot remover

  5. laundry soap & fabric softener (if you plan to do laundry)

  6. steamer (wrinkle remover) or travel iron (or just call your hotel and make sure they can provide an iron)

(See section 3.3.3 "Your Clothes and Accessories," for more detail on what to wear.)

c. what you need for grooming and health

  1. grooming kit

  2. first aid/medical kit, including two weekly pill cases with a two-week's supply of any vitamins or medications you take daily

(See section 3.3.2 "Accouterments for Grooming and Health," for more detail on both of these.)

d. what you need to do your job

  1. alarm clock(s) — A whole episode of Seinfeld (1990, TV show) [ASIN: B00005JLEX] was devoted to the failure modes of alarm clocks; I like to have my own battery-powered clock, and use the hotel's wall-powered clock, and call for a wake-up, and still I usually wake up on my own before any of them; bring what you need to be sure. (Avoid wind-up clocks if the ticking keeps you awake.)

  2. toolkit containing whatever you need to field service computers and other equipment, as well as assemble, disassemble and repair trade show booths, pack and unpack boxes, etc., such as:
    • flat blade and Phillips screwdrivers, multiple sizes
    • crescent wrenches, multiple sizes
    • Allen wrenches, all sizes
    • needle-nose pliers
    • box cutters
    • packing tape
    (Be sure to put the toolkit in your blades bag before you fly.)

  3. Baggies® (I like the gallon size, freezer strength with new zipper-lock — not zip-lock — closure) for:

    • receipts
    • power and data cords
    • extra isolation of fluids
    • that piece of equipment that broke into pieces and you want to keep all the parts together until you get home

  4. pocket or purse stuff:

    • key chains — Living in Los Angeles county in the 1980s with a rash of car-jackings, I got in the habit of keeping house and car keys on separate chains. Nowadays I have a miniature "REMOVE BEFORE FLIGHT" banner (a souvenir from NASA Dryden flight test center back when it had tours and a gift shop, pre-9/11). It's on the car key chain to help me find them in my pocket in a hurry, like when I parked in a bad neighborhood in the afternoon and now it's dark and a speedy departure seems advisable.

    • Swiss Army knife (I like the Victorinox® Deluxe Explorer model, with flat blade and Phillips screwdrivers, corkscrew, awl, scissors, tweezers, can and bottle openers, and no saw, which is a hazard to knuckles. Be sure to stow it in your blades bag before you fly.)

    • compass — I keep a small, cheap compass on my house key chain, so it's not attached to the steering column when I drive, and I can use it to navigate in a pinch.

    • squeeze light — Also on my house key chain is a disposable squeeze light with key chain attachment. There are times when a little light in your pocket can be a lifesaver. (Ever been in a power failure in a Tempest Room — a radiation-shielded Secure Computing Facility, or "skiff" for short? It can be really dark.) I recommend a squeeze light because I have found that any other type of miniature flashlight will eventually find a way to turn itself on in your pocket and drain its little batteries. Also, carry a spare in your luggage and replace the one on your key chain when it starts to dim. (Ever had an auto electrical problem on a country road on a moonless or cloudy night? It can get pitch black as the inside of a cow in no time. Even if you have a flashlight in your toolkit it may take a keychain flashlight just to find it.)

  5. your laptop bag (which is your carryon bag as well), containing:

    • Everything your laptop needs: the laptop itself, power cord (all the pieces), a power strip, a mouse and mouse pad if you prefer them, and any external cards, dongles and other peripherals you require.

    • Long and short Ethernet cables and anything you need for WiFi or cell-based internet connection.

    • Your portfolio described above.

    • Time management tools: your day planner, date book, smart phone, tablet (if any), or whatever you use to keep your appointments and keep track of phone numbers.

    • Your cell phone and its charger cords for both wall socket (110 volt) and vehicle cigarette lighter (12 volts). (Just about every time I've only brought one I've needed the other.)

    • all software you need on data CDs to restore your hard drive and your demos in case of total failure and replacement of the hard drive (or the entire laptop). These should fit in a small CD wallet.

    • the biggest memory stick you can get,

    • the minimum set of critical technical documentation and/or a cheat-sheet with vital information on running your demos. This will help you if you get brain-lock under fire, and also if you suddenly and unexpectedly need to train someone else to give demos.

    • spare sales/marketing literature for your company's products, and a hefty stack of your business cards. This will be useful if you meet a potential prospect on the plane and want to leave them with information; also, if your luggage is lost, your fellow-employees all miss their flights, the convention center is destroyed by a meteor and Electromagnetic Pulse fries all of the computers in the city, you can still stand amidst the rubble and hand out brochures and business cards.

    • a small amount of useful work you can do if you encounter a delay.

    • screen-cleaning wipes and a few napkins (save them when a drive-through restaurant gives you way too many).

  6. in your luggage: any other informational materials you may need in book, CD and/or e-reader form:

  7. if you are driving, also bring:

    • small digital audio or cassette recorder or a smartphone dictation app for capturing thoughts as well as first draft composing of writing projects (remember that you may also be able to leave yourself long voicemails to accomplish this)

    • a collapsible yet sturdy hand cart can save your back (I knew one saleswoman who used an ambulance gurney, which automatically self-collapsed when she shoved in the back of her Volvo wagon with equipment on it!)

e. what you need to stay sane

  1. pleasure reading — I allow myself about a half-hour every evening of reading in bed before I go to sleep. (See Appendix A for suggested titles.)

  2. music CDs or mixes on an iPod® or other music player which can be very uplifting when you are programming or writing emails in your hotel room, and less distracting than the television. (See Appendix A for suggested albums.)

  3. amplifying speakers and/or headphones which will work with your laptop or a music player

  4. audio books on CD or a music player, or podcasts, if you are making a long drive.

{1.6} TIME PRESSURE

[Author's note: I would've liked to have used Bukowski's exact quote, but I was in a hurry and couldn't locate it quickly.]

The ability to execute quickly is what gives small companies, startups and especially garage operations their inherent advantage. In the large scale it allowed Microsoft to run rings around IBM in the 1980s battle for control of the PC standard; in the small scale it made it possible for my company in job N to be the first company to implement an e-commerce XML spec that wasn't even complete while larger outfits just studied the problem.

As a traveling techie you represent your company, and if you can't execute quickly it casts aspersions on the high-tech credentials of your employer. Learn to be quick. There's a reason for expressions like "one year equals seven web years" and "in a New York second."

{1.6.1} Theory of Delays

There's a very important distinction I want to make here, with some obscure terminology. Bear with me.

In the book Godel, Escher, Bach: An Eternal Golden Braid (1979, book) [ISBN/ASIN: 0465026567], Douglas Hofstadter analyzes the fundamental components of logical thought by creating artificially simple computer languages to study. Two of them are called BlooP and FlooP. BlooP is a language that only allows bounded loops, such as "for N equals one to six, print N times N."

Of course for this example the output is:

        1
        4
        9
        16
        25
        36 
It is possible to accurately estimate how long this program will take to run. However long it takes to compute and print one result, multiply that times six. There will probably be a little overhead, but the estimate will be close, and it will clearly have an upper bound that is never exceeded.

In contrast, FlooP is a language that allows free loops, such as "until N repeats anything it's been for the last 20 steps, print N, and then let N = N * (T - N) / D, rounded down to the next integer." If you start with T= 89, D = 23 and N = 0, the output is just:

        0
        0 
and it stops, because the zero repeats. However, if you start with N = 1, the output is:
        1
        3
        11
        37
        83
        21
        62
        72
        53
        82
        24
        67
        64
        69
        60
        75
        45
        86
        11
        
at which point the eleven repeats so it stops. Other values can produce output that rises or falls linearly for dozens of steps, and then finally repeats.

In general, it is very difficult to predict how long this program will run, and in fact the easiest way to do this is by running the program and counting its steps. No simple formula based on the values of D, T and N can give a prediction in a consistently short computation time. So if you think a given program may take a long time, it may also take a long time to verify that it will take a long time.

For this reason FlooP is a dangerous language, and it can "lock up" a computer by working on an intractable problem. (I've found Javascript in a browser can do this quite nicely as well.) Also unfortunately, all modern programming languages share this problem with FlooP, which is why all modern operating systems allow users to interrupt programs manually. This is also why "progress bars" on programs are sometimes very wrong.

(Technical footnote: this program is based on the logistic equation, with which ecologist Robert May discovered one of the first examples of chaos in 1974. See Metamagical Themas: Questing for the Essence of Mind and Pattern (1985, book) by Douglas Hofstadter [ISBN/ASIN: 0465045669], chapter 16, and Chaos: Making a New Science (1987, book) by James Gleick [ISBN/ASIN: 0140092501], chapter 3, "Life's Ups and Downs." The problem of computing how long a program will run is fundamentally impossible in the general case, and this was proved before the first computer was built, by Turing and Church in 1936. A good summary of this result is in Mind Tools: The Five Levels of Mathematical Reality (1988, book) by Rudy Rucker [ISBN/ASIN: 0395468108], chapter 3.)

Applying this as a metaphor to travel delays, we see that some are like BlooP programs, for example: an escalator. Just by watching it you can figure out how fast the steps are rising, and accurately estimate how long it will take you to ride it up to the next floor.

Other delays are like FlooP programs, such as an elevator. You wait for it to arrive — how long you don't know — and when it arrives you get in and it may go to some floors you don't want — how many you don't know. It may go up and down and come back where you started without taking you where you wanted to go. You just have to wait and see.

I have found that a fundamental key to avoiding travel delays is stay out of free loops, even if they offer the chance of taking less time.

(This also true when working on projects and managing technical risk; see section 2.14.4: "Organization" for more information.)

There was a TV commercial (Sept. '02) that used this concept humorously. A man in a hurry is wheeling his shopping cart through a grocery store, looking for a short line at a checkout register. Actually, they are all short, with only one party ahead of him. But in each case the clerk and customer are in some sort of FlooP: a check approval, a price check, a person who keeps dropping coins and picking them up, etc. This hurried customer knows better than to line up behind a FlooP if he can help it. But there is no option (besides going to another store) and he ends up waiting and eating a candy bar. You know, the one with the slogan that begins: "Not going anywhere?"

If a FlooP seems like it is dramatically shorter than an alternative BlooP, your temptation to use it may be high. The safest approach is to turn it into a BlooP by setting a time limit. For example, if you can are in terminal A and need to get to terminal B in 30 minutes, and it's a 15-minute walk but there is a free shuttle that may come, wait 15 minutes for the shuttle, then walk. Best case: a free ride. Worse case: a 15 minute wait followed by a 15-minute walk.

Road Rule:
Always know
how long
you will stay
on hold.

{1.6.2} Packing Quickly

I don't recommend packing quickly when you're at home, at the beginning of a trip, since you must make a myriad decision what to bring. See section 1.5.2, "How To Pack" above for my advice on slowly accumulating stuff in a staging area.

But when you are checking out of a hotel you only need to pack what you've already brought, and you may need to do this in a hurry.

I discovered this principle when my wife and I were moving out of our first house, and it seemed like it was taking forever to clean out the garage. I'd go out there and spend a few hours and then look around, and it seemed like nothing had changed. Sure, I'd taken all the empty baby food jars out of a drawer and put them in a dairy crate, but the psychological impact was of no progress being made. Finally I hit upon an effective method: I took a rope and stretched it across the back wall of the garage on the floor. From that point forward my goal was to move the rope to the front of the garage, leaving nothing on the far side. I managed to move it about a foot at a time, leaving an increasing square footage of empty space in its wake. I'd consolidate things, combine boxes, throw stuff away, stack remaining boxes, and then move the rope forward another foot. It worked. The garage soon ended up completely empty.

Later I realized the rope wasn't necessary, it was just an aid in the process of increasing the empty space. This principle can be applied in packing a hotel room. Start from the point farthest from the door and create empty space moving towards the door. Be sure to pay particular attention in the bathroom, and look in the tub. If there is a refrigerator be sure to check it too. Check under the bed and in any drawers you may have used, and on the closet shelves. Pull loose items onto a bed, and when they are all assembled put them in your bags.

Road Rule:
When packing in a hotel
keep making the
emptiness bigger.

During this process, keep checking a clock or watch. Know how much time you have and gauge if you are making sufficient progress. If you fall behind, get sloppier. I usually like to wash all of the clothes from my luggage after a trip whether they've been worn or not, so I don't worry about folding things nicely for the trip home. Stuff all your papers in a bag if you must, and worry about sorting them back at the office. Likewise with computer cables: if you are out of time stuff them willy-nilly in your laptop bag and sort them out back at the office. (Of course it is always better in principle to have everything sorted and neat, but the essence of hurrying is to shed minor goals.) This can be when Baggies® come in handy — shove things in Baggies® for now.

Sadly, one of my favorite tricks stopped working. If a hotel got CNN Headline News, I found I could start getting ready on the hour or half-hour and be ready 30 minutes later, gauging my progress by the news stories. They followed a fairly fixed format:

  • :00 & :30 top stories
  • :15 & :45 financial news
  • :20 & :50 sports
  • :25 & :55 lifestyles

    By the time they were showing the baby polar bears at Seaworld, I would be zipping up my luggage. But CNN changed the Headline News format a while back, and so I have to use other means. Paying attention to the commercial breaks still works as a rough time indicator.

    Road Rule:
    Watch the clock
    or listen to the TV
    and shed minor goals
    as necessary
    to finish packing on time.

    When you are all done, take another minute and make a final check. Look everywhere. Now you're done.

    {1.6.3} Driving Quickly

    If you are done working on the above problem (you're a techie, you couldn't help yourself, right?) then you know that the answer is infinity miles per hour. All of the time has been used up, and she needs to be there already. (The problem is easier if you assume the towns are 30 miles apart, though the answer holds for any distance.)

    The conclusion to draw from this is that some delays cannot be fixed with increasing speed. Don't count on fast driving or skillful road maneuvers to get you there on time. The best approach is to leave lots of time.

    Road Rule:
    Don't count on
    fast driving
    to make up for
    lost time.

    By way of preparation, anything you can find out in advance about traffic and parking, from someone who's familiar with the route, is going to help you. Be sure to ask both "What's the best way?" and "How long does it take?"

    The lessons of BlooP and FlooP also apply here. I used to live in Bellflower, California, in the middle of Los Angeles County, and commute daily to an office right next to the Los Angeles International Airport (LAX). The distance was about 18 miles as the crow flies. The most direct route by freeway was about 25 miles, with a few miles of surface streets on either end, and in the dead of night I could get to the office this way from home in under 35 minutes. But during rush hour (8 to 9 AM) it took over two hours, and even leaving the house at 9:00 AM the travel time by freeway ranged from 45 minutes to an hour and a half, depending on accidents. (For the aficionado, this route covered the Cal-91, I-110, and I-405 freeways and included the dreaded "south bay curve" which was the inspiration for the opening sequence of Ridley Scott's 1982 science fiction film dystopia Blade Runner [ASIN: 0790729628].)

    Then I discovered that by driving due west on Imperial Highway or Century Blvd., through about forty traffic lights, right through "South Central" and past the Watts Towers, I could get to work in almost exactly an hour no matter what the freeways were doing, at any time of morning. This was my BlooP. I wanted to be in the office by 10:00 AM, so in the end I chose the low-risk approach of leaving at 9:00 AM and taking the surface streets every day, instead of risking being a half hour late for that chance at being 15 minutes early. I also understood that if I left late I would arrive late by the same amount; there was no way to "make it up" on the way.

    (Ironically, the last interstate built in California, I-105, now covers the exact route I took, reducing travel time to 20 minutes during non-congested conditions, but I left the job and changed my commute a few months before it opened.)

    On longer trips, one unusual approach to avoiding delays is to never turn off the engine. I have a friend who swears by it. However, since it is against Federal law to pump gas while the engine is running, I make that small exception.

    Road Rule:
    To move quickly,
    avoid delays.

    As far as the actual mechanics of driving go, I have a bunch of superstitions which may or may not be of use to anyone else. I avoid driving behind vehicles with ladders on the roof and/or lawn mowers in the back. It's not that I fear falling equipment, I just find them to be sluggishly driven. And speaking of sluggish, I divide drivers in traffic into two types: laminar and turbulent. (In fluid dynamics, laminar flow is when each molecule follows the one ahead of it; in turbulence this is not always the case. James Bond liked his martinis "shaken, not stirred," because he was after the more thorough turbulent mixing of water and alcohol due to shaking, not the laminar stirring.) Laminar drivers preserve the flow, while turbulent drivers disrupt it. Laminar drivers are more predictable than turbulent drivers. Most laminar drivers are pretty much alike, but there are a variety of turbulent drivers. For amusement I've given them names: snails are sluggish all the time, darters zip in and out of lanes without warning, and snail darters are sluggish except when they swerve unexpectedly. A V2-15 is a vehicle in the number 2 lane (second from left in CalTrans terminology) going 15 miles per hour below the flow of traffic, so that vehicles zoom by on both sides of it, and a V0-5 is a vehicle in the one-lane carpool lane going 5 miles an hour below the flow of traffic, thereby making the carpool lane useless to drivers behind as a means of going faster. I have observed that any driver who will cut you off or otherwise lurch into your path, will do it twice within a few minutes. As always, as they used to say on the USENET newsgroups, Your Mileage May Vary (YMMV).

    While the above may be of marginal use, I have found it very valuable as a sort of "Zen" exercise on long drives with light traffic to give no thought to maximizing my speed, but instead try to keep my vehicle equally spaced between those ahead and behind me in my lane. It is very soothing and very laminar as well, making it polite to other drivers.

    Road Rule:
    When driving,
    be predictable.

    And if going with the flow happens to take you above the legal speed limit, I have found that traffic school is an excellent business networking opportunity.

    {1.6.4} Walking Quickly

    If you are wearing business wear and speed-walking in the hot sun, you will end up violating the cardinal rule, "Never let them see you sweat." (See section 3.3.5, "Your Presentation.") As with driving, you need to be clever and efficient, not super-fast.

    The most important thing is to avoid backtracking, which can be very demoralizing on foot. Know where you are going.

    When moving through a crowd, expect people to impede you. That's just what they do. I like to pretend that all members of a party are connected by invisible rubber bands, and though they may separate temporarily they can "snap back" at any time. Also a group, upon reaching a "pinch point" in pedestrian flow, will often stop and expand to choke off the passage, especially if there is a fork in the path ahead and they need to confer, or if there is any doubt that they are headed in the right direction. There is no way to prevent this.

    If you are trying to make headway in a crowd with small children, especially toddlers, put your hands out in front of you; otherwise they will tackle your knees. Don't actively touch them, but if they run into you, make sure they run in to your hands, not your legs.

    One way to reduce the impact of this if you are in a party of more than one is to split up. This especially makes sense if you are going someplace to wait in line or make a reservation, or to board a vehicle which may be about to depart, and whose driver may have to be convinced to wait for the others.

    {1.6.5} Dining Quickly

    There is a fine tradition in restaurant hospitality dating back to the taverns and inns of Europe, which holds that guests must be given all the time they want to enjoy their meal, and no hint may be given that the proprietor wishes them to hurry. In this frame of mind to present the check before it has been requested is to be a rude, ungracious host. When I am dining for pleasure with family or friends, or even with business associates at a dinner with no time constraints to speak of, this attitude of service is comforting, and helps me feel welcome.

    In the context of a hurried meal while traveling on business, this same attitude — or even the unconscious vestiges of it — can really get in the way of you showing up somewhere on time, because it results in so many FlooPs. Typically you must:

    1. wait to be seated
    2. wait to order
    3. wait for food to arrive
    4. wait for the server to come back so you can ask for the check
    5. wait for the check
    6. wait for the server to pick up your cash or credit card
    7. wait for the change or credit slip.
    This is seven FlooPs in a row, each of which can take an indefinite amount of time. Good servers in good restaurants are responsive enough that this is not usually a problem, but at little budget coffee shops, diners and greasy spoons across America this structure remains, usually without the Old World quality service but with the same seven FlooPs.

    Comedian Jerry Seinfeld has a routine about the aggravation of dining at a typical restaurant with both menu service and a buffet. He wants to head right to the buffet line but the hostess insists that he wait to be seated, then seats him and gives him a menu, and some time later his waiter arrives to take his order, and Jerry says, "I'll have the buffet." Only then is he permitted to get into the buffet line and serve his own food.

    The simplest solution to this problem is to dine where there is no problem. All fast food restaurants and many cafeterias and buffet restaurants allow you to pay first, get your food right away, eat it at your own speed and leave whenever you like. These types of establishments should always be preferred when you are dining in a hurry.

    Road Rule:
    Fast food means
    not having to
    wait seven times.

    But sometimes this is not possible. If you must eat in a restaurant with the classic seven FlooPs, take these steps to reduce the risk of delay:

    1. Tell your server immediately that you are in a hurry.

    2. Set a time limit, and if no one has taken your order by that time, leave.

    3. Ask for your check when your food is served, and have your wallet out and be ready to pounce.

    4. When the check is presented and they say "I'll take that when you're ready," say "I'm ready now," glance at the check (to make sure it isn't for somebody else's lobster feast for ten), and hand it back along with cash or credit card — unless you have exact change (tip included), in which case you can relax because the FlooPs are over.

    5. In a severely desperate or chronic situation I have found, quite by accident, a strategy that works exceedingly well if you are dining alone, to get fast service through the seven FlooPs. Bring a stopwatch, a clipboard and — for extra credit — a preprinted from like the one below. Time each of the seven FlooPs with the stopwatch, and write down the time on the form. Make no mention of what you are doing, and if asked about it, be evasive. They will think you are a Quality Assurance inspector of some kind hired by their bosses, and they will snap to.

    Store Number: _____________ Location: _________________________________
    Time Service Point
    ________ Arrived in Restaurant
    ________ Seated
    ________ Ordered
    ________ Food Arrived
    ________ Requested Check
    ________ Check Presented
    ________ Payment Taken
    ________ Change or Credit Slip Presented

    {1.6.6} Reassessing Goals

    As I mentioned above in the section on "Packing Quickly," the essence of hurrying is to shed minor goals. This attitude is the opposite of perfectionism, which insists that time is the lowest of all priorities, and before anything can be completed it must first be perfect, no matter how long it takes.

    If you have ever known anyone who was "always late," and observed how they operate, there is usually this tendency to come up with a sequence of steps for doing something and then to doggedly accomplish them no matter how long it takes and how infinite the loops are that they get into. I've seen someone show up over an hour late for work because they had to turn in a rented video and got stuck in traffic and then had no place to park, and stubbornly refused to jettison the minor goal. In order to save a dollar this person damaged their professional reputation. (I happened to be their guest and witnessed the whole debacle.)

    Consider the analogy of the balloonist's ballast. You have to have something to jettison. If your schedule only includes your highest priorities, with optimistic estimates for travel time, you will be late much of the time.

    Remember also that it can be invigorating to your morale to take on a little more than you think you can do, but taking on a lot more than you think you can do will cause your morale to suffer. It is hard to draw upon your mental and emotional resources when you are discouraged. There is a "supertechie" syndrome analogous to the "supermom" syndrome, in which a traveling tech worker overcommits out of an urge to be seen as the hero. The hero image is eroded when they under-deliver. Distinguish between what you need to do and what others would like you to do, and focus on what affects your job performance and how you are evaluated. Set priorities so that you know what to skip or postpone if a time crunch comes. (If you have agreed to do a task for someone and decide to jettison it, be sure to communicate as soon as you know, so they can make other plans).

    Road Rule:
    On time and imperfect
    usually beats
    late and perfect.

    {1.6.7} Preserving Slack

    Like a balloonist carries ballast in order to shed it, it is handy to have optional events scheduled, such as lunch, and to only use the time when you are sure you won't need it. If you are driving from Dallas to Houston for an afternoon meeting, and you've allotted an hour for lunch, have lunch after you arrive in Houston. That way, if encounter a delay of up to an hour you can still arrive on time by skipping lunch, and you can compensate for a smaller delay by choosing a faster alternative.

    Road Rule:
    Don't use up slack
    until you know
    you won't need it.

    I apply this same pattern to meeting any kind of immovable deadline. When I lived in Orange, California and traveled frequently to a sales office as well as customer sites in Santa Monica (the worst commute I've ever had, right through the downtown core of Los Angeles) I would make it my goal to show up 45 minutes early for customer visits and spend the time at a nearby Starbucks listening to voicemail and composing emails on my laptop.

    Likewise, when I am at my gate an hour before my flight leaves, I don't think "Oh, drat, I showed up too soon," I instead think, "This is great! I've got lots of slack!" and then do something useful.

    Road Rule:
    Maximizing slack is
    better than hurrying.

    Three of Hosts

    They've put your brain on a pedestal and crowned you King of Workstations. You're really on top of things. Wait until after the rollout party to look in the rear-view mirror, though; you'll see Moore's law bearing down on you. Thirty-six months from now, your precious little risc machine will be a boat anchor. State of the art, cutting-edge endeavor. Reversed: Obsolescence, technical nostalgia.

    Silicon Valley Tarot
    © 1998, Thomas Scoville.

    {1.7} CRITICAL POINTS

    In Robert Altman's Gosford Park (2001, movie) [ASIN: B00005JKNF], the character of housekeeper Mrs. Wilson (played by Helen Mirren) explains how she knew a murder was about to take place before the fact:

    This same gift of anticipation makes a great traveling techie. I've learned to identify a set of critical points in travel when it's easiest for things to go wrong; these are the points where I pay closest attention.

    Road Rule:
    Slow down for
    known hazards.

    Here is my list of 34 critical points with commentary:

    1. packing equipment for shipment at the staging area

      Did you get everything? How about screen cleaner and wipes? How about marketing literature? Power cords? All mice and keyboards? Video cables? Recovery disks? Did anything get stuck in a drawer or roll under a desk? What's that unmarked 3-ring notebook on top of that bookcase?

    2. leaving the office for the last time

      Got all your laptop pieces? Got your file for this trip? Anything stuck to your bulletin board that you need? Where's your cell phone?

    3. last internet access

      Have you gotten addresses and directions? Do you have all the contact phone numbers you might need? (Don't say "They're in my smartphone/tablet/laptop" or whatever. Then you're only one failure — bad battery, charger, screen, who knows? — away from catastrophe.)

      Have you forwarded a copy of your travel itinerary to your spouse or other family member? How about to coworkers who are meeting you? How about to your boss' administrator, or anybody who might be looking for you? (Growing up in an airline family I have found that if there's a plane crash on the day you fly, it can be important to your family and associates to able to quickly confirm that you were not on it.)

    4. leaving home for the last time

      Got all your luggage? Did you remember your belt? Your coat? Got the right shoes? Sunglasses? Water bottle? Snack? Still know where your cell phone is? Did you check the weather where you're going? Did you give everybody a hug and a kiss?

    5. departing for the airport

      Have you called the airline or checked the web to make sure your flight is still on time? Got your tickets or itinerary?

    6. arriving at the airport

      If you are taking a shuttle to the airport, make extra sure you get all of your luggage as you depart — getting reunited with luggage lost here can be very time-consuming. If you have driven to the airport, park at an off-airport lot with its own shuttle; that way you will be deposited with your luggage at the curb instead of having to schlep it from the parking lot. (In the old days when traveling in a group we would drop one person with the luggage to check in with the skycap while the another person parked the car — post-9/11 this is impossible.)

    7. waiting to check baggage

      Get your ID ready, and make sure your bags all have tags on them with your name, address and phone number. Give your cell phone number (your cell number should have voicemail included now that we are in the 3rd Millennium) so if they have to call you about lost luggage they get you wherever you are.

    8. before going through airport security

      Are your blades in your checked luggage? If there is a line I find this is a good time to transfer all the metal on my person (keys, coins, sunglasses, cell phone, etc.) to the pockets of my overcoat, which I send through the X-ray machine. Security doesn't care and it saves me time at the metal detector having to empty my pockets into a plastic tub, and then reload them immediately afterwards.

    9. after going through airport security

      At this point, to preserve slack, I like to go directly to my gate first. Along the way I check the electronic board of flight information. Sometimes the web says a flight is on time, the electronic board says it's on time, but when you get to the gate it is delayed or canceled or had a gate change (to another terminal entirely, of course); only the agents at the gate seem to have the latest information. If you don't have a boarding pass because you didn't check any luggage, now is when you will line up to get it. Be sure to find out what time the flight will begin boarding.

    10. before the flight boards

      Now's when you can attend to your needs: use the restroom, buy bottled water and snacks if you need to (I like the apples, San Francisco sourdough bread and varieties of jerky you can usually find in airports), and shop for a book to read if you didn't bring one (I especially like the airport bookstores at San Francisco International and Minneapolis- St. Paul Airports.) Now is when you still have an advantage if traveling in a group: one at a time can stay with the luggage while others wander.

    11. before leaving your seat on the plane

      Have you got everything? You should never put anything in the seat pocket in front of you, but check there anyway. Check thoroughly under the seat in front of you and under your seat, as well as in the overhead rack. Where's your ticket? Where's your cell phone? Got your coat? Got your water bottle? Where's that book you were reading before you fell asleep? Kinda groggy? Snap out of it! Count your carry on items. Did you also have a shopping bag from the last airport you were in?

    12. before entering a new airport for the first time

      This is a good time to get oriented, as in which way is north, especially if it is dark or cloudy. The danger is that you will become disoriented, and "dead reckon" your way from the airport out into the city, only to wake up in the morning and find the ocean is on the wrong side of you, or whatever the consequences are of your disorientation. (See section 1.8, "NAVIGATION" in this chapter, for more information on getting oriented.)

    13. renting a car

      Make sure you have your confirmation number handy as you get in line to rent a car. Be sure to know your company's policy on insurance coverage and select the right coverage. Pull out your frequent flier cards wallet and see if they accept any of your cards. And get a map if you don't already have one. Even if you have, or are renting, a Global Positioning System (GPS) receiver, it pays to have a hard-copy backup.

    14. before you reach your hotel

      On the way to your hotel, from the airport, dinner, or your last appointment, be on the lookout for a convenience store, like Circle K, 7-Eleven or AM/PM, or a drug store, preferably 24-hour, such as Sav-On, CVS or Walgreens, or a big discount store like K-Mart, Target or Wal-Mart, for those last-minute purchases: grooming items such as toothpaste and mouthwash — I'm always losing my last comb — and what have you. If you don't need it now, you may need it later. See if you can get a better map than the rental car company gave you. Also look for gas stations for that fill-up you'll need to get before you turn in your rental car.

    15. arriving at the hotel lobby

      Park under the porte-cochère; that's why it's there. (Unless you're staying at a valet-controlled facility like the Mirage in Las Vegas or the Marriott Boston Copley Place — then you just tell the valet you're checking in, follow instructions, and give them a dollar. Remember to expense it.) As with renting a car, have your confirmation number and frequent flier card wallet handy while you register.

    16. after getting your room key

      One of my firmest road rules is to go directly to the room without my luggage, with only my room key, for two reasons: to make sure the key works (it's a drag to schlep your bags back down to the lobby for another attempt at a working card-key) and to make sure the room meets with my approval:

      • Is it vacant? (Believe it or not, I have unlocked a room to find another guest already checked into it more than once.)
      • Is it clean? (I found dried blood on a mattress once. Up until that point I thought the no-name tiki-theme motel was "quaint.")
      • Is it non-smoking?
      • Is the bed the size I asked for?
      • Does the heater or air conditioner — depending on the season — work?
      • Is there an iron, if I requested one?
      • Are there a working phone, TV and clock radio?
      • If I requested it, is there working internet access?

      If I have any complaints it is both more convenient and a better bargaining position to get them resolved before I move in.

      Road Rule:
      Don't move
      your bags
      into the room
      until you've
      approved the room.

      Once I've approved the room, I use the restroom (to remove any impatience I may be feeling), and then call my wife to let her know I arrived safely and what my room number is.

      Then I proceed to go back down for my luggage, and be sure to rustle up a luggage cart to help me. (In a valet-controlled facility my luggage will probably already be on its way up with a bellman, who should be tipped $1 a bag — be sure to expense it.)

    17. leaving the rental car

      When you leave the rental car for the last time in the evening, make sure to leave the rental contract in the glove compartment, and take everything else to the room, even the maps. Later, after retrieving a surprise voice mail, you may be looking through the phone book trying to figure out which of two FedEx Office locations is closer to your hotel, and the maps might come in handy.

    18. in the room with the luggage

      At last! You are in your room with your luggage. If there's supposed to be WiFi or other internet, as soon as I have my laptop I boot up and test connectivity.

      Now is the time to unpack. Hang your grooming kit in the bathroom. Hang up your clothes on hangers in the closet. I prefer not to use the drawers in a hotel — it's too easy to leave things in them — and I assume that I won't be having any visitors to my room (it's very, very rare) and so I just spread out my non-hanging clothes on the closet shelf. My papers I spread out on the desk or table in categories. Be sure to finish setting up your laptop soon, to verify that you have all of the pieces and it works, and position it where you want to be while working. Then log into the headquarters network and get your email. Call for voicemail while you're at it, if you didn't already while waiting at baggage claim. Now you know if any emergencies have erupted while you were en route.

    19. in the evening

      In the evening on a road trip you are usually, finally, done with work, unless there is a coworker dinner planned. (If so, it's part of the job, and you are still on duty, so go ahead and enjoy it but mind your manners, don't over drink, and speak with good purpose. I have more to say on this in section 3.3, "YOUR PROFESSIONAL PRESENCE.") If there is no group dinner, your primary mission then becomes to stay out of trouble. Some suggestions: inventory your grooming kit, and then go to the drug store or discount store you spotted on the way in and refill it. Shop for family gifts or cheap souvenirs for coworkers. If it is still light out, visit a historic district. (See section 3.7, "PREDICTING THE FUTURE," for more on how and why to appreciate historic sites.)

      If you've no errands to run, and no history to see, set up your speakers and listen to music while getting work done. Compose emails, rehearse your demo, code, write specs, work on RFQ responses, or whatever it is you seem to have trouble getting done back at the office because of interruptions. Also, you can make work-related phone calls to people still at their desks in other time zones. If you find you must print something out, you can FAX it from your laptop to your hotel, or if you need high quality or color, put it on a memory stick, and use the business center (if present), or else drive to a FedEx Office or a similar copy shop with computers.

      Of course, if your messages revealed an emergency you must handle, that's the work you're doing tonight.

      I also recommend sorting all of your books and papers, etc., every night into piles on the other bed (if there is one):

      • stuff you won't need until you get home (including family gifts, in a special pile)
      • stuff you won't need until you get back to your office
      • stuff you will need to take with you tomorrow to get you where you are going (include the maps and the hotel room's phone book in this pile; be sure to bring it back later)
      • stuff you will need at your appointment(s)

    20. preparing for bed

      Before you get too tired, do your evening grooming regime: tooth care, any skin-care you do, vitamins and/or medicines, putting on your PJs or whatever you wear to bed, setting your alarm clock/watch and/or the hotel alarm clock and/or calling for a wake-up call (I've mentioned I do all three) and while you're at it make sure the hotel clock has the correct time.

      I like to read in bed after I've gotten all ready, usually some history of technology stuff or science fiction. (See section 3.7, "PREDICTING THE FUTURE," for recommended reading.) When I start to doze off I can just mark my place, take off my glasses, turn out the light and fall asleep.

    21. late in the evening

      For eight years I worked out of California field offices for several Boston-area-based companies, and was always flying to Boston four or six times a year for meetings. The Irvine and Seattle offices always had the toughest jet-lag problems at these meetings, unless someone showed up from Japan, Australia or England. The main problem came if we flew in Monday night for a Tuesday morning meeting. The meeting usually started at 8:00 AM Boston (Eastern) time, which was 5:00 AM California (Pacific) time. If I wanted eight hours of sleep I needed to be asleep by 11:00 PM Eastern time, which still seemed like 8:00 PM Pacific time to me. I knew that if I found myself watching the nightly news I was up too late. If I then found myself watching the Letterman or Leno shows, I was up way too late. If I then found myself watching Late Night With Conan O'Brien which came on after Letterman — or anything with that Scottish guy, what's his name? Craig Fugerson — I was up way, way too late. (Of course over time these late-night line-ups change frequently. Adapt to field conditions as necessary.)

      The punishment came the next day, when it was murder getting up after five or six hours of sleep, and I was drowsy all afternoon in a boring meeting after the morning coffee wore off, and then when everybody wanted to go out for beers that evening, and I just wanted to collapse, I seemed antisocial.

      I finally learned on the first night to turn off the TV and read technical manuals until I passed out, before it was too late. Also, I would try not to sleep on the plane in, and maybe take a brisk walk before bed to tire myself.

      Or better yet, I'd fly in a day or two early and spend extra time at headquarters, which was always quite useful. If I flew in with a Saturday stayover (and 3-week advanced purchase) it made the accountants happy because I usually saved the company about a thousand dollars in air fare. I got enough sleep and I got to walk the Freedom Trail or see Walden Pond or some such on Sunday to wear myself out, and slept soundly Sunday night, spent Monday doing extra headquarters stuff (which you never get enough of) and got to retire early Monday night if I wanted, and still was able to show up fresh and ready for the Tuesday morning meeting, and still have energy for Tuesday night beer-bonding and story-swapping.

    22. first thing in the morning

      Getting out of shape is an occupational hazard for traveling techies — we spend so much time seated at screens, and then get to travel and dine on expense account meals. My research convinces me that the most important thing you can do to counteract these tendencies is to get regular aerobic exercise. The book, Make the Connection: Ten Steps to a Better Body — And a Better Life (1996, book) [ISBN/ASIN: 0786882980] by Bob Greene and Oprah Winfrey, argues that 30 minutes of brisk walking five times a week can be a sufficient regime, provided it is done in the morning. (The goal is not to simply burn off unwanted calories in the exercise, but to raise the level of one's metabolism so that calories are burned at a higher rate all day.) For this reason on business trips I like to do my walking first thing in the morning, before anything else. That way it usually doesn't get postponed or canceled when other things come up.

      I get up, dress in exercise clothes, take only my room key, exit the hotel and just walk down the road for 15 minutes, then turn around and walk back. After that I shower, dress, and join my colleagues (if any) for breakfast.

    23. in the shower

      This applies if you bathe or shower in the morning, which I prefer because I meet the day fresh. Take a clock or watch into the bathroom, and gauge how long you are taking. I know it feels so good to wash all that road grunge off and just relax, but I've found it easier to lose track of time and get behind schedule here than anywhere else.

    24. leaving the room

      One thing you need to be sure to remember when leaving your hotel room is your room key (although the front desk will gladly give you another with proper ID). It is probably something you aren't used to carrying with you. If you are driving away and you valet parked your car you'll also need the valet receipt, and you may want to call down before you go. Be sure to grab that stack of stuff you need today to get you there, that you sorted out last night, including the maps and phone book, as well as the stuff you need for your appointment(s). Also, grab something with your hotel's name, address and number; it's usually on the stationery by the phone. It can be real frustrating later when you realize you don't know the exact name of where you are staying — many cities, including New York, Washington, and San Antonio, have hotels with extremely similar names a few blocks apart — or that you can't give someone the number to call your room, or that you don't know how to retrieve voicemail messages left for you at your hotel.

      Some things you can leave behind are your home key and the key to your own car, the one back in the parking lot of the city you flew out of. (Though if you have a compass and light on a key chain — like I do — you may want to remove them and take them with you.)

    25. before your first appointment

      On road trips, always eat breakfast because you may not get lunch. The techie is the one who is on the spot to make things work, and therefore may have to work through lunch to make sure an installation, demo or deployment is ready on time.

      Breakfast is also a good time to "huddle" with your coworkers and synchronize your plan for prospect and customer visits.

    26. leaving your car parked

      When you park your rental car (what kind of car was it again?), especially in a parking garage, when you are almost out of sight of the vehicle — either going around a bend or at a doorway or elevator — stop and turn around and look back at it. Can you spot it? If you can't find it now, you surely won't be able to later. This one habit has saved me a world of grief.

      Once, an entire half-hour episode of the TV comedy Seinfeld (1990, TV show) [ASIN: B00005JLEX] was devoted to the search for a parked car in a parking garage, and goodness knows I have on occasion searched longer than that myself.

    27. prior to arriving at a prospect or customer site

      Find out the score. If you are going on a pre-sales call, as a Systems Engineer (SE) or one of its synonyms, find who's leading the sales effort, what their goal is for the meeting, and what the pitch they plan to give. What problem are we going to solve for the prospect?

      If you are going for post-sales support, analysis, development or deployment, as a Customer Engineer (CE) or one of its synonyms, found out who in your company sold the product and talk to them, also their pre-sales technical support person, and find out what the customer thought they were buying, and what problem it is supposed to solve for them. On the customer side find out who bought the product, and who approved the purchase, and see if you can meet with them and get them to buy off on your implementation plan. In a perfect world this would already be worked out before you get there, but successful companies are often too busy, and unsuccessful companies often too resource-starved, to have formal mechanisms for getting this information to you. Seek it out proactively and it can save a lot of grief down the road.

    28. 5:00 PM at headquarters

      When is it "quitting time" for the people you count on for support? I spent eight years working in the western US for East Coast companies, and I became acutely aware that at 2:00 PM Pacific Time the customer support and finance folks at headquarters were all but gone. (Some engineers stayed later, but not on Friday before a three-day weekend.)

    29. 5:00 PM where you are

      It may frequently happen while you are visiting a prospect or customer site that your host and you both are quite willing to work as late as necessary to accomplish your goals. But do notice when 5:00 PM, or whatever time most people leave, comes. Is there something you need from someone? A Parking Validation or a Property Pass to get equipment or software out? Make sure you get it handled while you can.

    30. leaving the site

      If you came to solve a problem, talk to the most senior person there before you go, whether you solved the problem or not. Also call your boss, and any sales person you are working with, and report. Of course it's best never to leave a problem unsolved. Is there a workaround, some kind of Band-Aid you can put on the problem to buy time? If you must leave a problem unresolved, explain what the next steps are going to be. Never just say, "I'm stumped," and leave without a plan.

    31. leaving your hotel room for the last time

      See section 1.6.2 above, "Packing Quickly," for detailed notes on evacuating your hotel room.

      Often you must do this in the morning, and then spend another day working before flying out in the evening. Make sure to keep the stuff you need to work separate from the rest of your luggage, which can go in the trunk.

    32. before returning the rental car

      Go back to that gas station you found and fill up. If you have extra time and your bags are in disarray, or you ended up with extra stuff to fit in somehow, stop in a pleasant location such as a shady park and repack.

    33. the pilot says "we're on final approach to Yourtown Airport"

      Resist the temptation to think to yourself, "I'm home!" The true status is that you are probably about 90 minutes from being able to leave the airport grounds, and hours from home. Stay patient.

    34. arriving home

      When I come in the door, there are hugs and kisses all around, then if I have gifts or trade show tchotchkes to give out I do that, then I unpack my clean clothes and dirty laundry, assemble all receipts from my pockets and elsewhere and get them into the receipts baggy for this trip, and gather the stuff I need for my next trip to the office.

      My wife and I have a rule that we don't discuss any household business for one hour after I arrive. If the water heater blew up or our neighbor sued us over a fallen tree, it can wait an hour. I use that time to just be happy to be home.

    Double Latte

    Humble coffee drink, or wellspring of inspiration and productivity? Depends what side of the spoon you're on. Vigor, energy, direction. Reversed: torpor, indecision, cubicle-snoozing.

    Silicon Valley Tarot
    © 1998, Thomas Scoville.

    {1.8} NAVIGATION

    Some of the first traveling techies were navigators. In the late 1500s and early 1600s Spanish ships used Portuguese pilot-navigators to help them run the "Black Ships" between Spain and the Philippines. Portugal had made the explorations first, but its leaders had lost interest in funding exploration. When the Dutch attempted to disrupt and displace this trade they employed English pilot-navigators, for similar reasons. The documentation of pilots, called "rutters," were small books that held maps and diaries of sea travels. They were state secrets, and the uninitiated could be executed for reading them.

    The popular historical novel Shogun by James Clavell (1975), [ISBN/ASIN: 0440178002] gives a fictionalized account of an English pilot's experiences in Japan during this era. (See section 3.7, "PREDICTING THE FUTURE," more information on the benefits of historical novels.) He wrote:

    Today it is more likely that a traveling techie will be navigating Cyberspace than sea lanes, but we still carry the navigator's tradition, and therefore it is especially embarrassing when one can't find his or her way in the world.

    Here are my tips on business trip navigation.

    {1.8.1} Become a Map Fanatic

    As a Boy Scout I learned to love maps, both through the practice of Orienteering — a competitive event involving overland navigation with maps and compass, usually at a multi-troop campout called a Camporee — and through mapmaking I did for scout badges. But initially I only thought maps were important for back country or wilderness navigation.

    In the job I had working for a minicomputer manufacturer in central Massachusetts (job A), I was completely new to the area and only knew how to travel up and down one state highway that connected my job, my apartment and the grocery store.

    I investigated the local maps, and discovered that each little New England village had its own map, published by its Chamber of Commerce, and they were all at different scales. It was pretty much impossible to mosaic them into a big map. Another source of confusion was that street names changed names at town lines, in a backwards kind of way: for example, starting at the center of Boylston (at what we call a "traffic circle" in the West but they call a "rotary" in the Northeast), there is a Shrewsbury Road that leads out of town towards the town of Shrewsbury (see figure), but as soon as you enter Shrewsbury it changes name to Boylston Road, since to the Shrewsbury residents it is the road to Boylston. It gets worse when you add a third town: Grafton is south of Shrewsbury, and to get to it you take Grafton Road south out of Shrewsbury, until you cross into Grafton and it becomes Shrewsbury Road. So Shrewsbury is ringed with Shrewsbury Roads, each on the other side of the town line in some direction.

    map of Boylston/Shrewsbury
    schematic map of Boylston/Shrewsbury region (details not precise)

    I finally concluded that the layout and naming of the streets and the lack of adequate larger-scale maps were all symptomatic of a strong attitude among the local citizenry that if you didn't know right where you were going (because you grew up there or were the guest of someone who did) you didn't belong there.

    In an attempt to bring order out of chaos, I went down to a little hunting supply store and bought all of the United States Geological Survey [LINK_1-61] maps for the area and put them together on my office wall at work (I shared a cubicle that had one sheetrock wall, conveniently on the north side, about 12 feet high.)

    Well, I learned my way around like you wouldn't believe. Not only was I able to learn how all of the back roads connected by directly studying the maps, but there was a sociological phenomenon as well. You see, my company was at that time growing so fast they were doubling in size every 18 months, and their annual requirement for programmers was more than every Computer Science and Information Science graduate in the whole country. (This was in the late 1970s.) They were recruiting from all over the world, especially English-language countries like India and Taiwan. It turned out there were a lot of new employees who, like me, were having trouble with the local maps. Word went out about the map in our office, and people were always showing up — usually in pairs — and asking, "Can we use your map for a minute?" Then one would give the other directions to some place. I learned a lot from those conversations about interesting, hard-to-find places.

    Since then, wherever I have lived, I have always invested in a wall-sized mosaic of maps. They have always been very useful.

    My recommendation is that you collect maps. Every place you go on business, get a map or two of the town and the region. File them by the airport you flew into. (Phoenix, Scottsdale, Tempe and Gila Bend all go in the PHX file.)

    In large "megalopolis" areas, such as Los Angeles, Silicon Valley, and suburban Virginia and Maryland near Washington, D.C., there are well-indexed map books you can buy — go ahead and get them. They will save you time and aggravation. (I'm told they finally have them even for Massachusetts, especially the Route 128 "Brain Belt.")

    Of course, we live in the dawning of the Global Positioning System (GPS) era. I find my iPhone with GPS to be indispensable. But don't let your gadgets do your thinking for you. I recommend you study maps. They have a lot to teach. Their displays and representations are some of the most dense concentrations of visual information available.

    They can teach where the highest earthquake risk is, and where a hurricane is headed, where property values are rising and where crime rates are dropping.

    I once read ecologist Peter Warshall assert that you are not aware of your environment if you don't know what watershed you are in. This is one of the things maps will teach you.

    (I have lived in the valley of the Rio Grande River and at the headwaters of the Everglades, in the flood basin of the Rio Hondo fork of the San Gabriel River and near the bend in Santa Ana River which the Army Corps. of Engineers claims has the highest flood risk in the United States — I didn't know this until I'd moved away — and now I live in the San Diego River valley. Whatever is poured down the storm drains on my street flows into the ocean between Ocean Beach and Mission Beach on the western coast of San Diego, just south of the Mission Bay canal.

    San Diego satellite image

    Where do your storm drains go?)

    Another good reason to pay attention to maps is that they can be beautiful, just as the Earth is beautiful. When I find an especially pleasing map I like to hang it on a wall to enjoy. For example, at a community fair a PR person at my local water company showed me this map, and I had to get my own copy:

    California Water Map
    California Water Map [LINK_1-62] (copyright 2001 Water Education Foundation) available from The Water Education Foundation [LINK_1-63]

    The best place to get maps are American Automobile Association (AAA) [LINK_1-12], which has road maps of everyplace you might want to drive and a few you might not, and the United States Geological Survey Products and Publications [LINK_1-64], which sells the standard 7.5 minute quadrangles for most of the United States, at a scale of 1 to 24,000, or one inch equals 2,000 feet. (That's 7.5 minutes of arc: 360 degrees are in a circle, 60 minutes are in a degree, so eight maps in a row cover one degree in one direction, and a grid of 64 maps cover one square degree.)

    Of course you should get a Global Positioning System (GPS) receiver — they're under $100 now — and learn to use it. The manufacturer's manual as well as GPS Made Easy: Using Global Positioning Systems in the Outdoors (4th edition) (2003, book) by Lawrence Letham [ISBN/ASIN: 0898868238], will help. Of course you can also get a GPS-enabled smart phone, but you should still learn what a DATUM is.

    Get a compass. Your GPS doesn't know which way is north. Also, learn to tell directions without a compass. Forget about the moss growing on the north side of trees; it barely works, and is not accurate within 30 degrees of slop. At night, be able to find the north star. The Night Sky: A Guide to Field Identification (Golden Guide Series) (2001, book) by Mark R. Chartrand [ISBN/ASIN:1582381267] explains how. By day, when the sun is out, use these two techniques:

    1. with an analog watch

      Point the hour hand at the sun. (This is best done using a small straight object like a toothpick held vertically to cast a shadow, and rotating the watch until the hour hand lines up with the shadow.) Bisect the angle between the hour hand and twelve o'clock — or one o'clock if you are on Daylight Savings Time — and that direction is south (except in the Southern Hemisphere, where it's north). Practice this a few times and it becomes very quick and easy.

    2. without an analog watch

      Take a straight stick — a chopstick is about the right size — and push it firmly into the ground oriented so that it has no shadow, i.e., it is pointed directly at the sun. Wait about twenty minutes (five or six songs on the radio, or time it with your cell phone's digital clock display), and By then the shadow will have grown long enough to clearly point east.

    Develop a sense of direction. Learn to stay oriented, so you know which way is north all the time. Anticipate geographical features before you come to them. Will you be gaining or losing elevation on the way to your hotel? Will you cross a river? Is the ocean nearby, or a gulf or large lake? If so, will you catch a glimpse of it?

    As I mention above in section 1.7, "CRITICAL POINTS," if you are on a plane that lands at an airport you've never been to, especially if it's cloudy or dark and you have no clues from the sun, it is important to get oriented as soon as possible. Wait until the plane is at the jet way and then check your compass. Determine the which way is east, and imagine the sun rising there tomorrow morning. Now stay oriented as you make your way out of the airport and into the city or countryside.

    Road Rule:
    Get oriented
    and stay oriented.

    I realize as I make these recommendations with glee, having been a map fanatic since I was about fourteen years old, that there are some people who are map-challenged. The main hurdle seems to be that some people walk around all the time making maps in their heads as they roam the earth, and when they see a physical (paper or computer) map it more or less matches what they've already constructed mentally, while other people never draw maps in their heads, and when they see a physical map it doesn't look the least bit familiar; it just looks like visual gibberish to them.

    I don't know if I can even be of help to people in the latter category, since these mental habits seem to go so far back in most people. (A friend of mine says this topic is a "whole other book.") Suffice it to say that if you are map challenged then maybe you don't want a job that involves frequently being sent to strange cities alone in the dead of night to find your way.

    {1.8.2} Become a Geography Fanatic

    Okay, I know I'm already asking a lot of you, but I want to raise the bar again. I feel an obligation to tell the honest truth about what has helped me succeed, so here it is. What I'm really recommending is that you become a geography fanatic. Learn the lay of the land. It tells a story.

    Now, maybe you are thinking, "How will this help me do my job?" Well, for example, almost every city in America has a river running through it, or an inland seaway next to it, and the oldest core of downtown is right next to that river or inlet, adjacent to the oldest railroad tracks in the area. The Convention Center is usually in that downtown core. I've seen this pattern from Boston to Bakersfield, and from Seattle to Savannah, from Calgary to Columbus. When you're late to the trade show and trying to find your way in an unfamiliar city, these patterns can come in handy. Cities are normally laid out on a simple grid, with exceptions. The exceptions are usually shaped by the water and railroad tracks, and more recently freeways.

    Think of this as a data-compression algorithm. When you learn your way around Manhattan, you don't have to remember every street's location. It's a very rational grid, from East 1st Street and 1st Avenue in the southeast corner ("the lower east side") to at least West 155th Street and 7th Avenue in the northwest corner ("upper west side") about ten miles away before the grid begins to unravel. The exceptions are in the patterns of one-way streets, the diagonal Broadway slicing through everything and tweaking the rational structure, the short supply of bridges and tunnels off the island, and of course the barrier of Central Park. You also have to watch out for things like Grand Central Station, er, Terminal (railroad-related, you see?), which interrupts Park Ave., disrupting an otherwise excellent northbound route.

    So, clearly, the efficient storage of this information in your brain is as a grid plus a list of exceptions.

    (I have more to say about looking at land and figuring out out its history in section 3.7, "PREDICTING THE FUTURE.")

    Road Rule:
    Learn the
    lay of the land.

    {1.8.3} Navigational Hazards

    Recently I read someone in a newsgroup complaining that they had never gotten correct directions from Mapquest.com [LINK_1-68], "not even once." Well, I must say this has not been my experience, otherwise I wouldn't recommend it. But then I realized I probably use it differently than he does.

    I treat Mapquest's directions the way I treat anyone's directions: as a potentially useful theory about how to get there. (It occurs to me that this is related to the way I treat technical documentation.) I always compare them with a map, and I always treat them as needing debugging — especially if they are produced by bots, or come from a source of unknown or low credibility.

    (It's a common stereotype that men won't ask directions. I'll ask, but then I don't believe the answers.)

    If it weren't for the hazards, navigation would be easy. A good navigator needs to be able to detect and respond to the following hazards:

    1. maps with errors

      Often one-way streets are unlabeled or mislabeled. Sometimes street names are missing, and occasionally they are wrong. Sometimes gaps in a route will be shown that don't exist, while gaps won't be shown that do exist.

    2. misleading maps

      Promotional maps designed to lead you a certain place are often distorted and misleading. They want you to think that it's quick and easy to get to them, but slow and complicated to get to their competition. Sometimes the choice of scale leaves out crucial details, especially if you are trying to use the map to find something they are not promoting. For some reason this problem is especially rampant in the vicinity of Walt Disney World in Florida. I have maps of the tourist strips in Lake Buena Vista, Kissimmee, and on International Drive in Orlando that are unbelievably distorted and contradictory.

    3. people giving bad directions on the phone

      Often if you call a company for directions to their facility, the person you talk to drives there every morning but isn't quite capable of listing all of the turns they make and the names of the streets they drive on. It may be that you have gotten a map-challenged individual. Often telephone receptionists are more auditory and feeling-oriented than visual in their thinking. In a nice way, ask who gives the best directions. Or, just try to reach someone in technical support or engineering and then ask them for directions — they are more likely to be visually oriented. (See section 3.2, "UNDERSTANDING PEOPLE," for more information on sensory modalities.)

    4. people giving bad directions on the street

      My experience is that people will give you directions on the street even if they don't know how to get where you're going, because they don't want to admit they don't know and look stupid.

      In late 1992 the TV comedy show Saturday Night Live, [LINK_1-69] — with actress Glenn Close as the guest host — had a sketch that depicted a game show for New Englanders in which they competed at giving driving directions, called "What's the Best Way?" Three contestants, "Tony" (Adam Sandler), "Katy" (Glen Close) and "Wayne" (Phil Hartman) typified three basic types of direction-givers. Tony was an electrical contractor (he seemed like a kid from Revere to my Boston friends), who was quick as a whip, and knew how to get from anywhere to anywhere else. He would've gotten a perfect score if he'd known about a shortcut through the Bedford Mall parking lot. Katy was part owner of a wicker shop who knew some good routes, but tended to go off on tangents about where to find a good Bed and Breakfast, or a farm where you can buy fresh Maine blueberries, and kept running out of time. The only question she got right was "What's the best way to get from Newport, Rhode Island to Roxbury, Massachusetts?" She correctly replied, "What do you want to go there for?" (See the on-line city guides at the TravelingTechie.com web site [LINK_0-1] for why to avoid Roxbury in the Boston area.) Wayne didn't have a clue. He was an old retired guy whose hobbies included going out on the porch and looking up at the stars. He offered "You can't get there from here," for one of his answers, but was wrong. The best he could muster for a route from Quincy, Massachusetts to Bedford, New Hampshire was a shortcut up Highway 14 following the Merrimac River which used to exist "before the war."

      The point is that you have to make spot judgments about the quality of directions people give you. An electrical contractor has to drive all over the place to unfamiliar areas. A wicker shop part-owner usually drives only where she cares to. And an old retired guy probably doesn't get out much any more.

    5. territory changes

      Sometimes the map and directions used to be right, but the territory has since changed. Buildings are demolished, bridges wash out, new onramps are constructed, and sometimes whole roads are moved a few dozen yards sideways to make tricky intersections safer. You never know. Be on the lookout. Don't be like those people who drove their Acura off a dock where they were supposed to wait for a ferry because their On-Star onboard navigation system told them to.

    6. compass wrong

      A compass can fail for two reasons. You can be in a place like a steel-frame building or near a natural iron deposit where the Earth's magnetic field is being disrupted, or you can have a cheap compass whose weak magnet has been demagnetized by exposure to heat. (This is why those fluid-filled car magnets you suction-cup to your windshield that show your current heading often last only a few months.)

    7. dim light

      Car dome lights are extremely dim. You don't usually notice because your eyes adapt automatically, but the way they adapt — by opening up your pupils to let in more light — reduces your ability to focus on the little bitty writing you find on most road maps. This is a good reason to carry a bright Halogen flashlight. It's also a good reason to review your route in a well-lit environment before you hit the road — spread the map out on your hotel bed if you get a chance.

      The GPS equivalent of this problem is screen letters too small to read. Often when you zoom in they re-render in a smaller font. Sometimes it plays to have a magnifier handy.

    8. streets that change names

      Streets frequently change name when crossing town lines, or just for no reason, or when they are joined by another road or highway. Be on the lookout for streets named after Martin Luther King or César Chávez — sometimes they were renamed quite recently, and your directions may refer to the old name.

    9. names that change streets

      Sometimes named streets turn corners, or even sort of "start and stop." I used to live on a street that started and stopped five times in two miles. Nobody could find my house.

    10. numbering schemes change at town lines

      Since most addresses begin at the center of town and work their way outward, when you cross a town line the numbers usually change, and the direction of increase changes as well. This is not such a big deal in rural areas, where towns are far apart, but in interconnected suburbs or "megalopolis," this can be very confusing. Signs announcing you are entering a new town are usually small and easy to miss. Suddenly the numbers on the buildings that were going 302, 314, 326, are now going 4490, 4480, 4470, etc.

      Usually the numbers are even on one side of the street and odd on the other, and hopefully that won't change as well at a town line.

    11. confusable or non-unique names

      Minneapolis has three distinct Washington Avenues — Southeast Washington Ave. on the northeast side of the Mississippi River, South Washington Ave. on the southwest side of the river, and Northeast Washington Ave. up in Dinkytown. Sometimes there will be a Road, Drive, Blvd. and Place all with the same name before the suffix. Sometimes names are just very similar. In my town we have Via Playa de Cortes, Corte Playa San Juan, Playa Catalina and Corte Playa Catalina, all within a quarter mile of each other in a twisty maze of upscale residential streets. ( Obviously the developer didn't want strangers finding it easy to drive around here.) This brings us to foreign languages — see section 1.8.6, "A Note On Hawaii and Other Locales With Foreign Language Street Names" below.

    12. roads that cross in two places

      In a grid every pair of streets, if they cross at all, do so in only one place. But undulating streets can cross in any number of places. Did you know that Interstates 5 and 405 intersect in six places? And yet I have found several press releases and directions on the web that refer to "the I-5 and I-405 interchange" as if there was only one. The six places are:

      1. near Irvine Spectrum shopping center [LINK_1-70] Irvine, CA, south of Los Angeles
      2. near Mission San Fernando Rey de España, webcam [LINK_1-71] in San Fernando, CA, north of Los Angeles
      3. in southwest Portland, OR
      4. in northeast Portland, OR
      5. near Lukwila, WA, south of Seattle
      6. near Alderwood Manor, WA, north of Seattle

    13. East vs. West

      Often an east-west street will have an East section and a West section, each numbered beginning from a central north-south street with a name like Front, Main, or Central. In downtown Los Angeles the dividing street is Broadway. If you are looking for an address like 750 4th Street make sure you know whether it's East or West. Otherwise you might end up at the last minute discovering that you have to drive 15 blocks through downtown traffic to get where you thought you already were. (Of course this advice also applies to north-south streets too.)

    Road Rule:
    Always use maps
    and other navigation aids,
    but don't always believe them.

    {1.8.4} Mnemonics

    If you travel a terrain frequently, you may reach a point where it's worth the investment of effort to invent and memorize a mnemonic for street names. I got this idea from my wife's great aunt. She grew up in the 1930s near downtown Los Angeles, and her mother would let her walk downtown alone for a day trip. (Can you imagine such a world, where a little girl all alone was safe in downtown Los Angeles?) But first, her mother made her memorize the mnemonic below, of north-south streets in the downtown area. (Most of the east-west streets are numbered.)

    Los Angeles downtown street names

    Moving east to west, for example along East and West 7th Street, you will cross:

    Los Angeles
    Main
    Spring
    Broadway
    Hill
    Olive
    Grand
    Hope
    Flower
    Figueroa

    Here is a silly mnemonic for remembering them:

    Los Angeles is the main spring to Broadway.

    Go up the hill to Olive.

    Isn't it grand to hope to find a flower on Figueroa?

    This little ditty has been of immeasurable value to me, saving me countless hours of confusion and frustration.

    So ultimately I decided to try my hand at it. One time I was stuck in traffic, actually stopped for about half an hour, on the I-605 southbound near the border of Los Angeles and Orange Counties. (People normally think of LA as being north of OC, but in fact it is more west than north, and the county line runs north-south for most of its length.) I had noticed on may occasions that almost all of the east-west streets changed names upon crossing the county line. I attributed this to the fact that the county line was close to the San Gabriel River, which flows down from the San Gabriel Mountains south to the ocean near Long Beach, and originally there had been few if any river crossings, so streets just grew from both sides. When they were eventually connected with bridges they already had different names in each county. The most obvious artifact of this is that the exit signs on I-605 south all have pairs of streets: Del Amo / La Palma, Carson / Lincoln, etc. Sitting there stuck in traffic I decided to make up a mnemonic for this boundary. (The major streets in the LA basin follow a 1/2-mile grid, with minor streets between them. I concentrated only on the grid streets.) Here is what I came up with:

    changing street names along the Los Angeles and Orange County line

    Moving north to south, for example along Norwalk Blvd./Los Alamitos Blvd. (parallel to I-605) you will cross the following 1/2-mile grid streets (listed with west name / east name):

    South / Orangethorpe
    Del Amo / La Palma
    Carson / Lincoln
    Wardlow / Ball
    Spring / Cerritos
    Willow / Katella

    Here is a silly mnemonic for remembering them:

    South of Orangethorpe, where the ammo meets the palm, Kit Carson shot Abe Lincoln with a Wardlow ball. When it's spring-time in Cerritos a willow weeps on Katella.

    By the time the traffic began to move I had both created and memorized the mnemonic, and I've never forgotten it since. It also has saved me countless hours of confusion and frustration.

    Then, a few years later, I found myself working a trade show in San Francisco without a rental car, but they had put us up at the swank Westin Saint Francis Hotel across from Union Square, on Powell at Geary. As it worked out I had to walk from Moscone Center (the convention center) to the hotel with my luggage. I thought I knew the way, but without a San Francisco map I ended up going about four blocks in the wrong direction before turning around and retracing my steps. I realized then that I could use a mnemonic for the north-south streets north of Market Street. This is what I came up with later in my room:

    San Francisco downtown street names

    Moving east to west, for example along California Street (from where it forks off of Market Street near the Embarcadero) all the way to Laguna Street — and ignoring little streets only a few blocks long — you will cross:

    Drumm
    Davis
    Front
    Battery
    Sansome
    Montgomery
    Kearny
    Grant
    Stockton
    Powell
    Mason
    Taylor
    Jones
    Leavenworth
    Hyde
    Larkin
    Polk
    Van Ness
    Franklin
    Gough
    Octavia
    Laguna

    Here is a silly mnemonic for remembering them:

    They drummed it into me: Dave is in front of a few batterie s and some Montgomery Ward tires.

    I know it's corny, but Cary Grant put some socks 'n towels in a Mason jar for Liz Taylor, while Quincy Jones went to Leavenworth to hide a lark in a poke.

    Was that Vanessa Williams wrestling with Ben Franklin in that Van Gough, or just an octopus on Laguna Beach?

    Unfortunately, this one is so long that it doesn't seem to stick in my mind. But I am able to "re-memorize" it every time I go to San Francisco, and it has been of great value as well.

    So whenever you find yourself looking up the same streets on a map again and again, consider a mnemonic. (Of course they are also useful in other ways. See section 2.5.5: "Memory Improvement" for more on mnemonics.)

    {1.8.5} Rehearse the Route if You Can

    This is one of my best secrets. It may seem like a pain in neck at first, but after a while as your company and its customer base mature you will find that you visit the same places over and over more frequently, and it become less of a chore. The procedure is, if you are visiting a prospect or customer site for the first time, and have no one to guide you, then arrange to fly in early the evening before and drive over after dinner. Find out the "gotchas" in the directions when you have plenty of time. While you're at it, play with the car radio and see if you can figure out which station (probably on the AM band) will have morning traffic reports, or ask a local. If the facility is far from your hotel or through a heavily trafficked area (how did you let that happen?), pick a place near the site for breakfast, and target showing up early enough to eat there. (This of course adds slack.) This activity also contributes to your goal of staying out of trouble in the evening.

    Road Rule:
    If you can help it,
    never go someplace
    for the first time
    in a hurry.

    {1.8.6} A Note On Hawaii and Other Locales With Foreign Language Street Names

    In Hawaii, especially Honolulu, (and anyplace else where the street names are mostly in a language you don't know) write down what street you parked your car on. I kid you not. You will try to remember Kaukonahua by just winging it while you walk along the breathtaking oceanfront, and browse thatched-roof shops dripping with tropical humidity looking for bottled water to buy, and then dine on mahi mahi and papaya and maybe a rum drink in a cocoanut shell with a little paper umbrella, served by a Japanese woman less than five feet tall with five feet of straight, jet-black hair, wearing a bright orange bird-of-paradise print mumu, and then after a breathtaking sunset you'll walk back along the ocean front in the dark, listening to the pounding surf, and under a street light you'll be looking at your road map, in the index under "K," wondering which of these it was:

    • Kaaha Street
    • Kaaloa Street
    • Kahae Road
    • Kahekili Highway
    • Kahoaloha Street
    • Kahuna Lane
    • Kaimuki Street
    • Kakalena Street
    • Kalanianaole Highway
    • Kamehameha Highway
    • Kapahulu Street
    • Kapiolani Boulevard
    • Kaukonahua Road
    • Kawaihae Street
    • Kawili Street
    • Kilaha Street
    • Koauka Loop
    • Koko Head Avenue
    • Komo Mai Drive
    • Kulukeoe Street
    • Kunia Road
    • Kuoha Street
    • Kuulei Lane

    Do you remember which one it was? (No fair peeking!)

    Road Rule:
    If you need to remember
    a street name
    in a foreign language,
    write it down.

    Encryption

    Strong computational magic hides sensitive data from prying eyes. A blindfolded man strands in a sea of encrypted text; he blindly gropes, but touches nothing. Stealth, caution, jealousy, secrecy. Reverse: subterfuge, ignorance.

    Silicon Valley Tarot
    © 1998, Thomas Scoville.

    {1.9} THE BIG EVENT

    You made it. You're there. The prospect or customer site, seminar or trade show that was the main object of your trip. Now what? If you came without equipment — and you're not here to demo or write code using their equipment — your job is to listen and learn, answer questions and clear up confusions. And otherwise stay out of the way.

    If you've come with equipment or software, then it's almost Showtime.

    {1.9.1} Continue to Preserve Slack

    If you are working a trade show, go directly to the convention center as soon a security will let you in. Your biggest concern is, where are the boxes of equipment? Somebody was supposed to ship them here, and then the "drayage" people (usually GES, who used to be Greyhound Exhibition Services until they decided it sounded too low-rent) are going to deliver them to your booth. You have a copy of the shipping information, right? You know who to call if they don't show up, right? It's all in your file for this trip, which is in your portfolio, which is your laptop bag, which you carried on the plane and have with you right now. Right?

    Once the boxes arrive, take everything out and label the empties for pickup by drayage. If you mess this up you will be in big, big trouble a few days from now when you want to tear down and pack up.

    Then get the demo running. Don't worry yet about putting the computers where they belong or hiding the cables or cleaning the screens. Assemble the computers willy nilly, boot them, and bring up the demos. See them working. Confirm that all mice, keyboards, hard drives, monitors and sound cards — if you use them — are working. Now you know you don't need help from your support people. Call them and let them know they can go to lunch.

    Now you can make it look nice. Figure out the booth layout if it isn't standard. If marketing people are there, get them involved. Help rearrange monitors, hide cables, clean screens, and lay out literature.

    Until all this is done, don't go to lunch. If someone is pressing to go (someone obviously nonessential), let them. Ask them to bring you something back. The same rule applies if you are installing software or a demo on prospects' or customers' computers. Let the salesperson take the buyer to lunch, while you stay with the local IT person, and have them bring you something back.

    Road Rule:
    No lunch until
    everything is up.

    {1.9.2} Teamwork

    A lot of the steps of business travel work much, much better with just two people instead of one. I've mentioned previously how this helps when flying, taking turns guarding the luggage. It also works very well at booth setup and tear-down. If you're waiting for an electrician (or someone like them), one person can go make inquiries while the other continues to wait, linked by cell phones (which everyone in business must have nowadays). The largest, heaviest computers can be backbreaking for one person to lift, but fairly easy for two. Getting heavy equipment to seat correctly when your loading it back into foam cases is a lot easier with two — one to lower and one to aim. And sometimes a second pair of eyes is just what you need to figure out do-it-yourself booth assembly and disassembly.

    After the booth is set up send a gopher out to find a sandwich shop and bring back a menu, if you haven't already been able to handle this. (Or have them phone in the menu if time is short.) Have everyone place orders and send the gopher back to bring lunch around 11:00 AM. This will allow your people to find somewhere to sit down (very important) and enjoy a leisurely, nutritious lunch, instead of spending their whole break time waiting in line for overpriced low-quality convention center food, or walking blocks away to wait at a lunch counter or such. Employee time (and morale) is valuable at trade shows, and this plan has a great return on investment.

    If you don't already have any, this is also a good time to take photos of the booth, for two uses: pack them in the crates to show others how an assembled booth should look, and stick a set to the fridge at headquarters so the non-traveling employees can see how good your booth looks, as well as be reminded that people actually go out every day and sell this stuff with a straight face. (Sometime that fact is a very distant abstraction to engineers, for example.)

    This is also your last chance to give demo-givers a chance to rehearse without an audience, if you've already trained them in the staging area at headquarters. If you haven't, or you have field people coming in who haven't seen the new demo, this is the first chance they've had to get trained.

    I don't understand why this is such a blind spot to so many (nontechnical) marketing people. Maybe it's because in the early days of a startup the demos are often not finished and debugged until minutes before the show starts, and the technical people just have to wing it somehow, and so marketing gets used to them winging it. Maybe it's because the techies keep making it look easy. But in fact, we don't have the ability to absorb this stuff by osmosis from the keyboard — we actually have to be taught. Allowing every demo-giver a chance to train, rehearse and ask questions is another way of reducing risk and increasing polish. (When this stunt is pulled by a technical person: not training people on new demos and putting them in situations where they have to demo anyway, it is clear evidence of coworker sabotage, trying to hoard knowledge and make others look bad. I think it's a good enough reason to fire the perpetrator.)

    Remember that each department participating in a trade show event has different goals. Marketing to wants garner leads (which sales is always bugging them to do), get out the marketing message (and control its dissemination to the press), do competitive and industry research, do market research, and (hopefully, post dot-com crash) control costs. Sales wants to get leads, and bring in prospects to advance the sales process. The local sales rep, who should be all over your booth if they've got any sense, will be trying to grab any hot local leads right away. Business development will be looking for the right companies to be partnership and reseller candidates. Make sure you know what each group is looking for, and know where to direct visitors to your booth. Make sure the press talks only to the press liaison! You have no idea how much hot water you can get into chatting with a reporter — everything is on the record to them, and if they garble or exaggerate what you say, that's your problem; they got their story.

    Another way to increase teamwork at a show is to dispense with a schedule for working the booth and just have two of each job type: two executives, two press liaisons, two demo-givers, two product marketing people, two sales people, two booth receptionists, etc. Allow each person to work out with their partner what their schedule is going to be, as long as the post is covered during the entire show. (If someone is looking for a particular individual, reach them by cell phone.) This way folks can arrange to attend seminars, panels, competitor's demos, lunch dates with prospects, etc., without having to go through a central booth scheduler.

    {1.9.3} Neatness Counts

    If you are giving a technical seminar, keep your workstation area clean and don't eat there. If you have to eat in the seminar room pull up a chair and do it in the back.

    If at a trade show, check your booth over for clutter frequently. Hide anything that you don't need in sight. Get rid of scraps, business cards, napkins, anything that doesn't contribute to a professional image. Dust horizontal surfaces every day, and clean your screens again. Dirt unconsciously repulses people.

    It only takes one orange peel or coffee ring to make a trade show booth look like a rat's nest. That's why I think it's a perfectly reasonable to have a rule against eating or drinking anything except clear water in the booth. If you use the buddy method I described above, everyone should have adequate food breaks to able to find a place to chill out and eat something. Look for an exhibitor's lounge, or a hospitality suite that your company is invited to. (Advertising and PR firms sometimes sponsor these.) Or just go to the food service, there are usually a lot of big round tables and chairs set out.

    If something is spilled on your booth carpet (like an iced latte), dilute it immediately with a whole lot of water, then blot with paper towels, and repeat until the color is gone.

    Think about what you'd do if the iced latte was spilled on you. (Don't laugh.) Is your hotel in the convention center complex? If not, is your car parked in a lot nearby? It should have spare clothes hanging in it. If you don't have a car either, maybe you should just bring a garment bag to the show. Of course there won't be room at the booth, but I can't recall a show that didn't have bag check. Remember to expense it.

    (I'll have more to say about cleanliness in section 3.3.1, "Your Body.")

    {1.9.4} Get the Most from the Event

    Remember that it has cost your company a lot of money — way too much money — to exhibit at this show, get this booth and fly you all in and put you up. Remember also that you can rest later, in fact you may get too much rest, and have too much time on your hands later tonight. But for now, stay focused. Stay alert. Treat each new person you meet as the chance to make that big sale that puts the company on the map, and makes you a hero because you were the first person to talk to them.

    Remember that a lead isn't just someone who wandered by your booth and said, "So what do you do?" or wanted a free tchotchke. What makes them a lead is when, after an explanation and/or demo, you ask, "Do you think you have a use for this?" and they say, "Yes." Normally these days you capture leads by "swiping" a card with a magnetic strip, or laser scanning a bar code, and a little printer prints out a paper tape of the names and contact into. I've found that you should always capture information about hot leads on the paper. Use a code like H for hot, W for warm and C for cold. (Every time I've seen 1, 2 and 3 used, people got confused about whether 1 or 3 was hot.) Also, if they mentioned a need or a time frame, jot that down, and always include your initials. That helps the person who follows up, if they need more information, and it also helps you get credit.

    How do you recognize a hot lead? They usually come in two varieties: the assistant, who is trying to take in a the whole show in a hurry, has specific questions, often has a pad or clipboard and is writing things down, and is sometimes wearing conservative business wear with sneakers or other comfortable shoes; and the executive, who is asking lots of specific questions about his or her company's pain points, and the specific capabilities of your product in solving them, and usually is rather casually dressed — unless they work for a large company, then they're in a gray suit with white shirt and tie, or equivalent conservative business wear for women.

    A third category is the technical recommender, often with beard (only men, of course), backpack, and/or sandals, who has lots of questions about your technology and tools but very little that relates to his or her company's pain points — they are only a "warm" lead. Techies love these kind of prospects because they can relate to them, but they are usually not a decision maker, and you ultimately need to get them to lead you to the decision makers.

    It is very important that you do not shut down early, even if the show is dead. I have both positive and negative confirmation of this. On the positive side, at a military technology show in Monterey (home of the Naval Postgraduate School) everybody else started powering off about half an hour before the scheduled end of the show because there hadn't been a prospect all afternoon. (It turned out most of the military buyers and decision makers were in a seminar elsewhere in the complex, helping to explain a new budgeting procedure to vendor representatives.) At about one minute until the end of the show, the Admiral everyone wanted to talk to showed up. He was the senior ranking officer at this conference, and could practically mandate (or blackball) a product's use by the Navy, and the only demo still live for him to see was ours. We ended up staying late another half hour, but — hey! — this was why we came to this show, to have a shot at this guy.

    The negative example happened some years earlier, before I'd learned this lesson. We were giving a seminar in southern New Mexico, near White Sands Missile Range, with a mini-supercomputer demo. Almost nobody showed up. We called and confirmed there was an earlier flight out, and if we shut down 15 minutes early we could get home that night instead of the next morning. As an added complication, our mini-supercomputer took an agonizingly long 25 minutes to reboot. We shut down, and a few minutes later a guy walked in who had driven down from Albuquerque, about ninety minutes away. We weren't willing to revise our plans (the salesperson made that call) and the prospect left annoyed — he'd driven three hours round trip for nothing. If we'd stayed "up" until the published ending time, he would've gotten his demo, and we might still have made the early flight. (Needless to say this prospect never bought from us.)

    Road Rule:
    Stay until
    the very end.

    {1.9.5} Whatever It Takes

    Sometimes what you thought would be enough isn't enough, and you face an apparently unsolvable problem, but you have to solve it anyway.

    This is when you have to be resourceful. Draw inspiration from tales of others who have been successful in the face of adversity. Find a way.

    Here are a few tales to add to your inspiration pool:

    1. just wait here

      Our VP of marketing stayed behind alone at a trade show in New York City to crate up the computers. Usually folks from pre-sales and/or marketing communications would be doing this, but he had meetings in the city the next day and volunteered to do it. This turned out to be the time the empty crates never showed up. It was getting later and later and all his inquiries were getting nowhere, they just kept telling him to be patient, and he still had three tower computers with 17 inch monitors to ship back to the west coast. Finally he went begging among the few other vendors who were still in the hall, and managed to rustle up six cardboard boxes of the wrong size, and a bunch of odds and ends of foam and packing materials. He crammed everything into the boxes and taped them up like war casualties. Miraculously everything arrived in good condition with all parts.

      The empty crates arrived three weeks later.

    2. free beer!

      This happened to me. I got another employee to help me crate up our mini-supercomputer at a trade show at an Arizona university, and then all I had left to do was wheel it over to the freight elevator, take it down one floor, and wheel it out the loading dock onto the bed of my parked rental truck, drive the truck to the air freight office, and they would take it from there. So I told the other employee he could go. Then I found out the freight elevator was out of order. (It had been fine coming in to the show.) The only way out was to wheel my crate down a cobblestone ramp that had river stones about the size of my crate's caster wheels. It was a bu-bu-bu-bu-bumpy ride. I'd brought my truck around first. (I figured nobody was going to go to the bother of wheeling the crate down the bumpy ramp while I was gone just to steal the computer; it had a list price of about $250,000 but it would've been impossible to fence.) So here I was on the street with the computer, and the truck bed was about forty inches off the pavement — the height of a loading dock. The computer was as big as a refrigerator; with its wooden crate it weighed twice what I did. How was I going to bench press this thing up into the truck?

      I looked around, and saw college students leaving classes and walking across a lawn and brick quad. I began to shout, "Free beer! Free beer over here! Come get your free beer!" until I had a crowd of students. I picked the eight beefiest-looking guys and offered them $5 a piece ("beer money for your frat or dorm") for them to help me get the crate into the truck. It was a piece of cake. I supervised. They boosted it with ease. I spent $40 in sixty seconds, but you can be sure I expensed it, and it made a great story. (This also illustrates why you should carry plenty of cash, in small bills.)

    3. that's why he got paid the big bucks

      This is part of the heritage of America's moon program, from the book Angle of Attack: Harrison Storms and the Race to the Moon (1992) by Mike Gray [ISBN/ASIN: 014023280X]. Harrison Storms was the head of North American Aviation's bid to build the Apollo moon capsules at their new Space and Information Systems Division in Downey, CA. He was competing against several much larger companies, and he hadn't gotten the money he wanted from his management to do the bid right, so he spent over as million dollars of unauthorized money, but did it within 30 days of the final proposal so that the North American accountants wouldn't catch it yet. This was a contract he was betting his career they would win — they would probably only fire him if they didn't win it. When the time came to present his proposal slides to NASA at a meeting in Virginia, he discovered that the plug on the slide projector he'd brought from California wouldn't fit the wall socket in the meeting room. He could've asked for more time, but he didn't want to do anything that hinted of a reduced technical competence compared to his competition. Unbeknownst to NASA at the time, under cover of darkness he whipped out his pocket knife, sliced off the plug, and jammed the bare wires into the wall socket just in time to give his presentation.

    Marketeer of Disks

    Three days to go until COMDEX and the Big Product Launch, yet no beta version of the Product from engineering. No docs or manuals, either. Is that a smile, or is she clenching her teeth to keep from screaming? Regardless, she must create a press release and dog-and-pony show. Thank goodness for her degree in creative writing. Who says that a Liberal Arts education is wasted in the Silicon Valley? Clutch performance, tap-dancing under pressure. Reversed: Your cover is about to be blown.

    Silicon Valley Tarot
    © 1998, Thomas Scoville.

    {1.10} PSY/OPS

    The US Army uses the term "psy/ops" to describe "psychological operations," designed to either demoralize an enemy or convince him or her to change their ideology and support us, the good guys.

    I have borrowed it as a mental shorthand for operations I engage in to re-moralize myself, and strengthen my resolve and commitment.

    I distinguish this from "goofing off" in that I do it on my own time, and after I have kept my commitments, and my intention is to be a better employee with more stamina.

    A key distinction is that a high-tech business is a marathon, not a sprint. Sometime you have to pace yourself, because you're going to have to keep going and going, like the Energizer Bunny in the battery commercials.

    Below are some specific tips on recharging, to stay on your game.

    Road Rule:
    Keeping your sanity
    is your job; nobody can
    do it for you.

    Four of Cubicles

    Don't forget: on the cubicle farm, they're squeezing money out of your brain. What happens if they squeeze too hard? Burnout, over-work. Reversed: reflection, insight.

    Silicon Valley Tarot
    © 1998, Thomas Scoville.

    {1.10.1} Be Where You Are

    Twice in the late 1980s I had virtually the same The Twilight Zone (1960, TV show) [ASIN: B0000714AP] type of experience during a business trip. I drove into a city late, after 1:00 AM, checked into a motel, came into my room exhausted and turned on the TV and flopped on the bed, where I fell asleep fully clothed; I even had my shoes on. About 2:00 AM I woke up, and opened my eyes. An LA station was on the TV. But I lived in Los Angeles County! Why was I in a motel? I couldn't remember where I was for a moment. Then it came back to me. I had an 8:00 AM appointment in Santa Barbara, so I had driven in and gotten a motel room the night before. It was two hours north along the Pacific coast at night (much more during morning traffic), but still line-of-sight for the LA TV stations.

    Less than a month later I drove into another city late, after 1:00 AM, checked into another motel, came into my room exhausted and turned on the TV and flopped on the bed again, where I fell asleep fully clothed again; again I had my shoes on. About 2:00 AM I woke up, as before, and opened my eyes. An LA station was on the TV again. But I wasn't in Santa Barbara. Why was I in another motel? I couldn't remember where I was for a moment. Then it came back to me. I had an 8:00 AM appointment in San Diego, so I had driven in as before and gotten a motel room the night before. It was two hours south along the Pacific coast at night (much more during morning traffic), but still line-of-sight for the LA TV stations.

    After that second trip I made a resolution to take steps to be more aware of where I was on these trips. Here's what I came up with:

    1. I always buy a local paper (or read it on the web) and find out the local news. It's amazing what you can learn. What local companies just got big contracts?

    2. If it works out, I like to watch a local TV newscast, usually on at 5:00 PM and 11:00 PM. (It's surprising when you visit Palmdale, California, where Stealth Bombers are manufactured and down the road from where Space Shuttles landed, how good the coverage of aerospace technology and politics is on the local TV news.)

    3. I also like to listen to local talk radio if I get the chance. (In the Washington, D.C. area, it's educational how in-depth political issues are covered.)

    4. When you end up waiting in a corporate or government building's lobby, see if they have a newsletter. I've collected these for years and they are incredibly informative. Wouldn't you like to know your customer's budgeting priorities? Long term plans? Latest initiatives? It's often in here. (I learned all about Rockwell's military Global Positioning System contract and Hughes' commercial satellite TV plans long before these systems were operational by reading the companies' newsletters.)

    5. I used to take the most convenient options for dining, but now I am more on the lookout for local food. If my hosts offer to take me out to eat and ask what I prefer, I ask, "Do you have any local specialties?" This has resulted in dining on fine Italian food in Boston's North End, great salmon in Seattle, spicy Tex-Mex in Houston, smoked game sausages in Minneapolis, five-star Chinese food in Vancouver, Baja-style fish tacos in San Diego, great steaks in Calgary, sopapillas and blue corn tortillas in Albuquerque, gorditas in Socorro, a sampling of cornmeal hush puppies and extremely alcoholic Artillery Punch in Savannah, chili over spaghetti in Cincinnati, Chico's rolled tacos in tomato-soup-like sauce in El Paso, all-you-can eat rock shrimp in Titusville, Florida, Spiedies lamb shish-ka-bob in Binghamton, New York, and vegetarian crepes in Santa Cruz, California. Unforgettable.

    6. If I am left with extra time in an area, I like to investigate the local history. Visit "old town" or the "gas lamp" district if there is one (they call it Gastown in Vancouver, British Columbia [LINK_1-76]). Mostly in the west, I find that if there's an Old Spaghetti Factory restaurant [LINK_1-77] in town it's usually in a historic district, in a restored old building like a train station or old church. Look for other restored buildings: Los Angeles has a turn-of-the-century office building, The Bradbury Building [LINK_1-78], Salt Lake City has a mall in an old trolley maintenance barn called Historic Trolley Square [LINK_1-79] and another in an old train station called The Gateway [LINK_1-80]. Grand Central Terminal (formerly Grand Central Station) in New York City [LINK_1-81], and Union Station, in Washington, D.C. [LINK_1-82], both have restaurants in their old lobbies, Boston has a mall in the historic buildings at Faneuil Hall and Quincy Market [LINK_1-83], and another in an old armory building in nearby Watertown called the Arsenal Mall [LINK_1-84], Minneapolis, Minnesota has a complex of shops and restaurants in the historic Mississippi Mile district near St. Anthony Falls called St. Anthony Main [LINK_1-85], San Antonio, Texas has a night club called Sunset Station in the old Amtrak train station [LINK_1-86], Tustin, California has a hotel in what was once a grain elevator for lima beans called the Old Town La Quinta Inn [LINK_1-87], and my home town of San Diego has a shopping district in the restored Old Town called Plaza Del Pasado [LINK_1-88]. I find all of this historic strolling, shopping and dining contributes to my sense of having been somewhere special.

    7. Learn to modulate novelty. On the one extreme the novel The Accidental Tourist (1985) by Anne Tyler [ISBN/ASIN: 0345452003] (Quoted by permission of Random House Inc., New York, NY) describes a man who travels on business with great reluctance and writes books on how to minimize the novelty encountered. A typical piece of his advice is: "Always bring a book, as a protection against strangers. Magazines don't last. Newspapers from home will make you homesick, and newspapers from elsewhere will remind you don't belong. You know how alien another paper's type face seems."

      On the other extreme, Nobel prize-winning physicist Richard Feynman, an inveterate adventurer, describes in his autobiographical "Surely You're Joking, Mr. Feynman!": Adventures of a Curious Character (1985) [ISBN/ASIN: 0393316041] how he went to Tokyo for a scientific conference, and was placed in an American-style hotel, designed by Frank Lloyd Wright and with American amenities. He asked to be moved to a Japanese-style hotel, so he could really experience Japan. "I'm afraid that is impossible, Professor Feynman," his Japanese host told him. He insisted. "Why do you want to go to a Japanese-style hotel?" he was asked.

      "Because in this hotel, I don't feel like I'm in Japan."

      "Japanese hotels are no good. You have to sleep on the floor."

      "That's what I want. I want to see how it is."

      "And there are no chairs — you sit on the floor at the table."

      "It's OK. That will be delightful. That is what I'm looking for."

      Finally he got his wish, and experienced the daily massages, boiling hot baths and raw fish sushi of a traditional Japanese hotel.

      I find I am somewhere in between these extremes, but that my tolerance for and craving of novelty fluctuates depending on whether I am stressed (wanting low novelty) or bored (wanting high novelty). Learn to vary the novelty in your travels to match your needs.

    {1.10.2} Good Deeds

    I'm not talking about great deeds here, more like enlightened self-interest. Focusing on others for a change is a tonic against self-absorption and the bratty, needy, depressed state it can lead to. I have a queue of things I'm always looking to do for others — not random strangers (though it's certainly OK to be nice to them too) but people who do nice things for me a lot.

    These include:

    1. all the folks at headquarters — When I worked in the field I learned to always bring some kind of goodies when I went to headquarters, such as California pistachios or pears or grape juice, and freely share it. Also, at Christmas time I'd send a big package of homemade cookies, enough for everyone. (I also learned to appoint someone to make sure the cookies got distributed; otherwise engineers would say "what cookies?" and the folks in the mail room would say, "those were great!") When I worked at headquarters I began bringing back fridge magnets of every city we went to, and covering the fridge in the break room with them. It helped share the excitement of travel, and that we were out there pitching.

    2. the folks in customer service — I like to send them postcards, especially of airports I was in, convention centers where we had shows, hotels where we stayed, and other boring buildings and ugly landmarks, to assure them that they aren't missing any fun by being at a desk all day. They always end up devoting a wall to my "postcards from the pits."

    3. the folks in accounting — For a long time I've had a policy that any time someone in accounting hands me a reimbursement check, or any irregular check, I give them chocolate (or another treat they like). These folks are almost always women and almost always love chocolate. When I'm pressed for time I just pick up candy at the grocery store, but if I get a chance I'll get something more exotic on my travels, like from Ghiradelli Square in San Francisco or Tiffany's in New York. Once, after getting paid for a bunch of back expense reports they could've given me grief about, I gave the bookkeeper a big chocolate subway token from a transit museum, as a "token of my appreciation." (I've never been accused of bribery or seeking favoritism for this, but I do get my checks quickly, and sometimes I have to give extra chocolate to the Controller or CFO.)

    4. the receptionist at headquarters — This is a person who can really help you out at times. Once long ago the receptionist in one job told me that she was really bored sitting there all day answering the phone, when so many people in the company were out traveling. I began frequently calling from interesting places and saying "guess where I am?" and then letting her hear the background noises. I called from places like Twin Falls, Idaho, and the Las Vegas strip, and the town square in Santa Fe, New Mexico where musicians were playing Spanish guitar. Mind you, I wasn't making unnecessary calls, I was just timing the calls I needed to make anyway so I could take a few extra seconds and play "guess where I am?" (And when I needed her to track down an engineer who wouldn't return my calls, she was there for me.)

    5. my family — I almost always bring back gifts for my wife and daughter, and I find that shopping for them wards off loneliness. I also keep an eye out for gifts for upcoming birthdays of nieces and nephews, siblings, cousins, etc.

    6. the people on my Christmas list — I like Christmas shopping so much I usually start in September. Every year I pick a theme for all the gifts, which ironically seems to make it easier, not harder. In the early 1990s (before our daughter was born) I was sent a whole lot to El Paso and Dallas, TX, Albuquerque and Los Alamos, NM, Phoenix and Tucson, AZ and Las Vegas. I decided on a Southwestern Christmas theme, and shopped for gifts in all those places. I bought a whole bunch of southwestern pattern scarves that we used as gift wrap, and little fridge magnets of cacti, coyotes howling, Kokopeli dancing, roadrunners, cowboy boots, and the like, which we used instead of bows to decorate the packages. In early December my wife and I used some frequent flier miles to go to Phoenix again where we stayed with friends and finished up our shopping in Scottsdale. It was affordable, our families loved it, and it was fun for us too.

    {1.10.3} Appreciate Beauty

    From time to time you will come upon beauty in your travels. Be sure to appreciate it. I've never been that keen on smelling the roses, but I'm not a very olfactory person. I sure love to look at the roses, though. I also appreciate:

    Most of us seldom buy paintings or sculptures, and only now and then read a book of poems, or more likely a novel, but one form of art that is well-accepted and well-funded by just about everyone in our culture is music. We allow ourselves to spend time and money on music simply to bring us pleasure, when this is often not a good enough reason in other arts.

    So I take advantage of this. I make CDs, which is very easy to do these days, of the music I like, and take a selection of them with me on trips. In working on this book I came up with the following list of songs that I find extremely beautiful even after repeated listening:

    1. Stars and Stripes Forever / John Phillip Sousa / The World of Sousa Marches (1995) [ASIN: B000025WGU]
    2. It Don't Mean a Thing if It Ain't Got That Swing / Louis Armstrong and Duke Ellington / Gary Giddins's Visions of Jazz: The First Century (1998) [ASIN: B00000AEU7]
    3. Green Onions / Booker T and the MG's / Green Onions (1962) [ASIN: B000002IR7]
    4. DCBA-25 / Jefferson Airplane / Surrealistic Pillow (1967) [ASIN: B0000A0DRY]
    5. Girl With No Eyes / It's a Beautiful Day / It's a Beautiful Day (1969) [ASIN: B000000DPF]
    6. Ice / Spirit / Clear (1969) [ASIN: B000002AF1]
    7. One of These Days / Pink Floyd / Meddle (1971) [ASIN: B000002U8G]
    8. Woman of a Thousand Years / Fleetwood Mac / Future Games (1971) [ASIN: B000002KP2]
    9. Stay / Oingo Boingo / Dead Man's Party (1985) [ASIN: B000002O2E]
    10. Don't Be Cruel / Cheap Trick / Lap of Luxury (1988) [ASIN: B0000026D1]
    11. Kiko and the Lavender Moon / Los Lobos / Kiko (1992) [ASIN: B000002LRZ]
    12. Sax and Violins / The Talking Heads / Until The End Of The World [SOUNDTRACK] (1991) [ASIN: B000002LQZ]
    13. Porcelain / Moby / Play (1999) [ASIN: B00000J6AG]
    14. It's a Beautiful Day / U2 / All That You Can't Leave Behind (2000) [ASIN: B00004Z0LW]
    15. Man of Constant Sorrow / Soggy Bottom Boys / O Brother, Where Art Thou? [SOUNDTRACK] (2000) [ASIN: B00004XQ83]

    I made a mix of them, as listed, and I find it delightful to listen to. (Some of my friends really like it too.) Your mileage may vary (YMMV). Try making a CD or music player mix of the music you find most beautiful.

    {1.10.4} A Change Is As Good As a Rest

    I have observed that people who go on vacation expecting it to carefree and devoid of responsibility are risking a very bad time. What usually happens for me on vacation is that I trade in my everyday problems for a whole new and unusual set. And that's OK. It works for me.

    Working backwards from this realization I find that I often don't need a rest as much as I think, if I can just trade in my problems for a different set for a while. Sometimes if I work on a totally different project it refreshes me.

    {1.10.5} The Fine Art of the Microvacation

    I define a microvacation as a short side trip, measured in minutes typically, that provides a little burst of Rest and Relaxation (R&R) and stress reduction. Do this stuff after you've checked voice mail and returned all calls, phoned everybody you need to reach who may be leaving work for the day in their time zone, and otherwise proactively gotten your job done. (Or you can do some of the above during some of the below.) Typically I go in for this stuff after a trade show or site visit, on the homeward-bound leg of the trip. Just don't use the microvacation as a way to avoid unpleasant tasks — then it won't work as advertised.

    Here are a few microvacations that work for me:

    1. airport theme gift shops and restaurants

      Many tourist town airports have theme gift shops from their destination resorts or attractions; Orlando International (MCO) has stores from Disney, Sea World and Universal Studios, San Diego (SAN) has a Sea World store, etc., also concessionaires will have theme businesses relating to the general character of the region, such as the barbecue restaurants of Memphis, Phoenix's southwestern clothing shops, Boston's "Cheers" bar, Albuquerque's chili pepper and hot sauce shops, etc. These interiors are designed by professional commercial artists, many with great talent, to seduce you into relaxing and spending money. I like to enjoy them for the aesthetic qualities of their environments, almost as if they were museums. (Sometimes I spend money, too.)

    2. bookstores

      Often my travels have taken me to places, many of them out-of-the-way places, whose populations seemed to have higher-than average education levels, especially where there are national labs (Los Alamos, New Mexico, Richland, Washington, and Idaho Falls, for example) or University research labs (Pasadena, California, Tucson, Arizona and Provo, Utah, for example) or military research labs (Ridgecrest, California and Fort Huachuca, Arizona, for example); in every case I found several new and used bookstores full of extremely intriguing books. This is your chance to do some specialized market research on "what are the leading edge smart people reading right now?"

      I have found some wondrous books this way, including Future Magic (1988) by Robert L. Forward [ISBN/ASIN: 0380898144], Dynamics: The Geometry of Behavior (1983) by Ralph Abraham, et. al. [ISBN/ASIN: 0201567172] and Where Wizards Stay Up Late (1996) by Hafner and Lyon [ISBN/ASIN: 0684832674]. I've also had some great conversations with some very interesting people.

      (For more on the value of bookstores see section 3.5.1, "Study the Present." )

    3. museum gift shops

      Often the convention center is in the downtown core next to some great museums. I usually don't have the time to take them in, and it seems like a waste of money to buy an admission and just spend a few minutes, but most large museums — whether art, science, history, or whatever — have a gift shop/bookstore attached, and admission is free. An art museum bookstore will sometimes have the catalog of the current exhibition for sale; just flip through it, and voilà, instant art show! I have also found that science museums have some of the best educational toys (see the Tech in San Jose, the Reuben H. Fleet Science Center in San Diego, and the Lawrence Hall of Science in Berkeley.)

    4. architectural interest

      I have found that taking an amateur interest in architectural history has greatly enhanced my enjoyment of business travel, since I was seeing a lot of buildings anyway. Getting background from books like:

      has made my ability to see buildings more critically refined. I was overjoyed when I discovered that I can now sometimes recognize a building's architect on sight, such as:

      (Note that every case I did not seek out the building, I just happened to be passing by.)

      If I found out I was taking a trip to Charlotte, North Carolina — to semi-randomly pick a location — I would go on the web and search for "history architecture Charlotte" and see what I got. (In fact, I just tried this, and came up with a Charlotte Uptown Historical Walking Tour [LINK_1-119].) Then I'd print out my findings and bring them along, in case I got a chance use them.

    5. take the long way home

      If there's a scenic route, take it when you don't have time pressure. Look for the old road by the river, or the beach route, or a route that follows railroad tracks, or has the words "railroad" or "telegraph" or "electric" or "old highway" in the name. On the interstate, look for "business route," "scenic" and "national historic highway" designations. (Always check your map to make sure it goes where you think it does.)

    6. find the perimeter, and/or a vista

      Sometimes, if I'm feeling a little urban claustrophobia, I just like to "get out of town." Where's the edge? Is there a beltway or perimeter road I can use to circumnavigate? Where's the highest point in town? Is there a view? Often the highest point in town is on the uphill edge of town, and takes you into the most expensive residential neighborhood in the area. This is true in Tucson and San Antonio, for example.

    7. trace history

      I've mentioned this before and I'll mention it again, but it's a nice microvacation to try to locate the oldest building, mill, church, train station, dam or waterworks in the area. See if you can figure out why this place is here.

      There was a nearly yearlong period when I had to commute home from Santa Monica to Lakewood, California five days a week, and when I left the office — even after working late — traffic was usually abysmal. Anything I could do to stall for time would reduce the time I would spend in stress-inducing bumper-to-bumper driving, especially on Fridays, and extra-especially on a Friday before a three-day weekend, when my hour's drive could expand to two and a half hours. Since this was before I was a parent, and my wife also worked into the early evening, I went ahead and stalled frequently. I embarked upon a project to trace the historic route of one of the electric trolley lines that connected Santa Monica to downtown Los Angeles in the 1930s and 40s: the Los Angeles railroad. (These trolleys were given a new burst of fame when they were featured in the 1988 movie, Who Framed Roger Rabbit?[ASIN: B00007AJGH].) Each day I explored a mile or two of rail bed, which involved a zigzag route in and out of a lot of dead-end streets, but it was fascinating, and enriched my appreciation of the LA area.

    {1.10.6} The Tandem Business/Vacation Trip

    When I'm trying to convince people that business travel is no picnic, I tell them that it's sometimes like taking a tour of the great restaurants of Europe, and seeing people eating all this gourmet food, but not being able to taste any yourself.

    That's what it feels like going to Las Vegas but not seeing a show, going to Orlando but not visiting a theme park, going to New York but not taking in a Broadway play, going to Minnesota but not paddling a canoe, going to Snowbird but not skiing, going to San Francisco but not riding the cable cars, and so on.

    But sometimes you have to break down and "taste the food," just avoid feeling excessively deprived. This is when you cash in your frequent flier miles and vacation days, and arrange a combination business and pleasure trip, and bring your loved one(s) along.

    There are two ways to do this: have them with you during the business portion of the trip (concurrent) or have them join you before or after the business potion (overlapping).

    Concurrent is harder to pull off, and I recommend it only for the seasoned business travel who is a senior member of the corporate team, since it risks affecting your job performance and coworkers more. If you do take this approach, be sure to attend any team dinners that are scheduled — they're part of the job. Overlapping is easier, especially if your loved ones join you after an event is over and almost no-one knows they've come. (Of course you don't want to lie if asked directly, but just don't brag about what a great time you'll be having.) In either case what you want to do is to minimize coworker envy (which is only natural if they perceive that you are playing while they are working). The side trip should have either zero impact on your performance, or if your coworkers all know about it, an obvious net positive, like you being able to run an extra after-show errand for the company or for another employee, or one of your loved ones bringing lunch for the team or helping with trade-show tear-down and packing.

    Most airlines offer steep discounts for a Saturday stayover with three weeks advance purchase. What they really want to do is charge a different price for tourists, who can afford to be picky if and when they go, and the business travelers, who have to go at a certain time. But legally they can't do that, so they try to catch the profile of a business traveler, which is weekday-only, short notice. So plan ahead and get those cheaper rates for you, and anybody else in your party you don't have enough frequent flier miles to send for free.

    Begin before the trip by talking to your boss, and to the person in accounting responsible for expense guidelines. Tell them what you want to do, tell them there will be zero adverse impact on cost and your job performance, and make sure they approve what you're doing. Get clear on what they're paying for. If you rent a car at a weekly rate and use four days for business and three for vacation, are they paying 4/7? If you save the company a bunch of money on airfare by doing a Saturday stayover, will they pay for your extra hotel nights? Confirm everything by email.

    Second, tell others on a need-to-know basis. The person in your company managing the trade show booth (usually in Marketing Communications, or "Mar-Comm" for short) needs to know, in case of an emergency or change in plans. But don't ever put someone in a position of thinking they are being a killjoy by asking you to do extra work. You shouldn't expect any special treatment just because you brought your family. Let your coworkers know you are committed to getting the job done first. And make sure your family knows that you may have to pre-empt them. If they can't deal with that, maybe the tandem business/vacation trip isn't right for your situation. After all, you can always take a separate vacation and make them the highest priority. (And I recommend you do that on occasion as well, for a change, even if the tandem business/vacation trip works well for you.)

    Once you're off on your own, keep checking email and voicemail. Some other time, you can take a vacation where you go white water rafting (or something else remote) and are unreachable for a few days, which is good to do now and then, but this kind of trip requires that you keep in touch. What if someone has an urgent question about one of those hot leads you initialed on the show floor, or how the computers were shipped to the next event?

    Otherwise, have a great time. That's the whole point. I find that going to a beach or water park very early in the vacation portion of the trip and hurling myself into the water helps me achieve "escape velocity."

    {1.10.7} The Value of Literature When You Are Stranded

    I have found biographies a great read when I want to be inspired, and histories of technology when I want to see the big picture, and math puzzle books when I want to be mentally challenged. and self-help books when I want to grow in my career. But when I'm trapped somewhere — a flight delayed, or a ride late, or a tow truck on the way — there's nothing better than literature. I'm not sure why. Tuck away a copy of any of these:

    If you can find one of the small editions, just a few inches on a side, and slip it into your laptop bag, it can just be just the thing. Of course, your first use of "found" time should be to get some extra work done. Start composing emails you need to send as a result of your trip, or get to work on your expense report. But when the 15-minute delay expands to half an hour, then to an hour, then to two hours, and you feel as if your head is going to explode, that's when to pull out the literature. A little goes a long way. I still haven't finished reading Walden after carrying it around for fifteen years, but it has saved my psyche on many an occasion.

    The Network

    A packet flies through a yellow network - every node attached to every other node - against an infinite sea of bits. Productivity, understanding, coordination of effort, unity. Without the network everything stops, and chaos reigns. Reversed: confusion, misunderstanding, loss of control.

    Silicon Valley Tarot
    © 1998, Thomas Scoville.

    {1.11} AFTER YOU GET BACK

    After a good night's sleep you once again return to the office. A whole new set of urgencies and interruptions vie for your attention. But wait! You're actually not done with the trip yet.

    {1.11.1} Brush Your Horse, Tend To Your Gear

    As a boy, I used to love spending Sunday evening with my family in front of the (black and white) television, watching an hour of Walt Disney's Disneyland, which later became Walt Disney's Wonderful World of Color. A favorite two-part episode was The Horsemasters (first airdate 10/01/61), the story of a group of teenagers coming of age at an English boarding school specializing in horsemanship. In one stirring scene a group of students, roused to action by Danny (played by Tommy Kirk), have caught a neighbor's long-loose stallion in a dramatic ride, and they encounter their teacher Miss Hale (Janet Munro) upon their return. Danny brags about the students' accomplishment, expecting that she'll be pleased. Instead Miss Hale delivers a blistering tongue-lashing, scolding them for taking their horses out without permission, and then only giving the animals water and a quick rubdown after a hard ride. She asks rhetorically if the horses have ever once let the students down, and points out that the horses are totally dependent upon them for care, and so should be their first responsibility. She closes her diatribe with a punishment of 16 black marks (in a highly competitive contest with the another school group) and assigning them extra stable-cleaning chores during their "free" time.

    Well, this made quite an impression on me. To this day I use the expression "brush your horse" to refer to taking care of your equipment after a trip. If you are to become a "techmaster," oh grasshopper, you must learn to attend to the needs of your gizmos, on which you depend.

    Unpack everything. Test everything. Clean anything dirty. What about that video connector that had trouble staying on, or that screw on the monitor stand that was stripped, or that crate hinge that was coming loose? It may take you several trips to the hardware store to find what you need, so start soon, while you're not in a hurry. Anything getting flaky? Order a replacement. Trade show and demo equipment has to be the best stuff you can get (your competition's probably is), or people will think your company is about to go under, and won't want to risk buying from you.

    {1.11.2} Follow Up

    You should have come away from your trip with a list of tasks. Transfer them to your time management tool (whatever you use) and get started on them.

    In addition, be sure to attend to the following:

    Sometime it's worth coming in for a few hours on Sunday (or working on it at home), just to get this stuff done so you can start Monday morning on all the new urgent tasks.

    Road Rule:
    The job isn't over
    until the paperwork is done.

    {1.11.3} Learn from Failures

    If something went wrong and it was your fault, set your ego aside and soul-search. What could you have done better? Maybe it's time for a new Road Rule.

    If several people helped cause something to go wrong, maybe it's time for a meeting. Don't try to affix blame (that's management's job come review time), just concentrate on fixing the system. What procedures and/or protocols could help you avoid similar problems in the future?

    If you sincerely believe problems were caused by management misjudgment, communicate that as well, privately, not in an email or voicemail but on the phone or in person (preferred). Make sure they know you are only trying to help with constructive criticism. Go lightly — chances are they already know they made a mistake. Allow them to save face. If you aren't willing to do this, your company isn't getting its money's worth from you, because you aren't sharing your good judgment, which they are renting from you. If managers in your company consistently reject such feedback or treat you with hostility when you offer it, this is a sign that they are doomed, and you need to move on.

    But once you have shared your concerns, let it go. If they ignore your advice, that's okay. They got your feedback, and they may know of other factors you don't. Keep doing a good job in your sphere of responsibility, and trust them to do theirs. (If you find that you sincerely don't trust them, this is another warning sign that you are in the wrong job.)

    {1.11.4} Savor the Victories

    Learn to enjoy winning. It's better than losing. (Who said that? Probably some coach.) Part of the payoff of winning is getting to tell stories about it. (I don't recommend you tell stories about losing, as a rule. If you must, have it be a temporary setback on the way to a bigger win.) And here's a few stories about winning now.

    #1 — six weeks of "ball-busting" and for what?

    Right at the start of my first full-time pre-sales job (job H), helping to sell mini-supercomputers, we got a FORTRAN benchmark program from a guy at a small aerospace research company up the coast from LA. I won't tell you his name, but years later I found out from a competing company's sales rep that they had made a play on words and given him the similar-sounding nickname "John Ballbuster," because his benchmark was so hard to port and optimize. I ended up having to spend over a month at our headquarters working closely with the compiler-writing group before I was able to get it to work. (This started right on the tail end of a two-week training class at headquarters, so it added up to six weeks on the road all told.) After I got it all done, and timed (the idea was to be the fastest computer running this program), we found out they had lost their money, and wouldn't be buying anything.

    Welcome to high-tech sales.

    Nine months later, on the last business day of the year (1988, which had so far been a dismal year in sales for us), we got a call from a secretary at this company who wanted our FAX number. A few minutes later the FAX machine gave a "beep" and spit out a purchase order for two fully loaded systems totaling over a million dollars.

    That's how the salesman and I ended up two months later taking our wives on a corporate junket to Ixtapa, Mexico, where the Sierra Madre mountains reach the Pacific. From our terraced, cliff-dwelling-like rooms we all had breathtaking views of the blue-green tropical ocean spread out before us. Each room had a private patio with a hammock. This was, of course, a "sales club" event, rewarding the high-producers in the company. By day we attended motivational seminars, so that the company could tax-deduct the trip cost. By night we were entertained by Mariachi bands under the stars while we ate barbecue food and drank tequila; that was my first chance to meet and schmooze with the Chairman of the Board and his wife.

    Welcome to the flip side of high-tech sales.

    #2 — the uncanny glitch-free setup

    Our first year selling those mini-supercomputers had many frustrations. We had exactly one demo system which was too big to ship by UPS so we had to use air freight, who frequently lost or mis-shipped our crate. Then we had to hire truckers, or rent trucks ourselves and haul it around. Vibration would cause boards, and even chips, to unseat and we'd have to press everything back together carefully. The only source for spare parts was Boston, so almost all breakdowns were at least a one-day delay. More than once leaving the computer out in the truck overnight when the temperature dropped below zero caused it to fail to boot the next morning, but we'd just power it on and wait for the power supply's warmth to unfreeze everything, and it was eventually OK. But we learned to come set up a day early whenever possible.

    Then one trip the salesman I usually worked with and I flew in to Albuquerque, went straight to the convention center, and the equipment had gotten there before us. Everything had arrived. I set it up and booted up, and everything worked perfectly. It had been a year we'd been doing this we'd never had such luck before. "Maybe something's just about to fail," the salesman suggested. We went across the street for lunch and left everything on. When we came back, it was all still working fine. "This is spooky," he said. We weren't sure what to do.

    The convention center was walking distance from Old Town, which we'd never seen before even though we'd been to the city a bunch of times. Leaving the computer still on, and walked over there and saw the sights. I remember buying a ristra, which is a lacquered string of chili peppers, to hang in our new house's kitchen, which we were decorating in "New Mexico ranch house" style. (It was quite a trick getting it home uncrushed on the plane.)

    We went back and the computer was still fine. We shut everything down and went on to check into our hotel. This was before the era of laptops, so we kept busy in our rooms with whatever phone calls and paperwork we'd brought, until dinner time.

    The show went very well for us, and we ended up selling of bunch of the mini-supercomputers to Sandia National Labs, who became some of our strongest supporters. This meant many return trips to New Mexico, and ample opportunities to enjoy its charms. But that was the trip when our luck changed in the "Land of Enchantment."

    #3 — a million dollar story is better than a fish head

    I'll never forget the 1994 SIGGRAPH conference in Orlando. It's the world's biggest computer graphics conference, usually tens of thousands of people, and I always find it a fun show and hate to miss it. (These days I'm on the executive committee of the San Diego Professional Chapter of ACM SIGGRAPH [LINK_1-133] so I'm able to attend more consistently.) That year I was planning a tandem business/vacation trip as well, to go to Orlando theme parks. To ensure my place I'd gotten a paper accepted that I'd co-authored about the company's new flagship product, and sure enough less than a month before the show all field personnel had their SIGGRAPH attendance canceled due to "budget constraints" except for me, because I had a paper to present.

    But I still almost didn't get to go because I had a hot prospect who was evaluating our new flagship product and needed a lot of close support. I assured everyone that I could provide the support from Orlando.

    It was a fabulous conference; I'd organized a panel in addition to my paper, and participated in some cutting edge Virtual Reality demos with some friends, and worked a heavy schedule of booth demo duty, and paid a visit to some cousins of mine and other friends on the east coast of Florida, and went to some theme parks, in addition to providing all the support my prospect needed entirely using pay phones (I didn't yet have a cell phone), sometimes relaying questions to headquarters in Boston and answers back to the prospect. I was the only technical contact they had during the whole process.

    As is often the case with these things, the saleswoman I was working with and I were on another trip far removed from the prospect when we got word that they'd finally signed the contract. It was for the biggest Purchase Order (PO) our company (job J), had ever gotten, $1.8 million, and all for software! (In my hardware days I was involved with a lot of million-dollar plus purchases, but this was new experience for me in software.) We decided to go out to a well-recommended restaurant in the city we were in, to celebrate, and I ended up ordering an exotic fish dish that came with the head still on. This was a new one on me. I bravely tried to forge ahead, but I had a hard time eating that fish's flesh while it stared at me.

    A few weeks later we were back at HQ, and our boss had been nice enough to wait until the whole sales team was assembled to make the announcement about our sale. Everyone's eyes widened upon hearing the size of the deal. The VP of engineering came in and sang my praises, emphasizing that I alone had sold the prospect on the technical merits of our product.

    I realized then that this would be the real celebration, not that overpriced expense account dinner. That night over beers I was able to regale them with this tale, just as I am telling it to you now, and for a shining moment savor the victory.

    Road Rule:
    Make sure winning
    is a reward.

    The Sysadmin

    The Systems Administrator glowers, submerging slowly in a dark bog of unfinished projects and stale trouble tickets. A throng of needy, dysfunctional systems looms in the background. The sysadmin will never leave work before 6pm in this lifetime. Unexpected trouble, conflict against the odds, uphill struggle. Reversed: Obscurity, unappreciated labor, stress.

    Silicon Valley Tarot
    © 1998, Thomas Scoville.

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