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28/06/09 |

Don't second guess me

By Mark. Follow me on Twitter. Filed in Anecdotes, Change management.

I am working on a project requiring a major organisational transformation. OnFire 26K Monday, the division's chief heads off to Canberra to get a mandate to make the change from head office. One of his biggest concerns is head office continuously second-guessing him as he leads the organisation through the change process. He recognises that in complex situations there are no correct answers and there are likely to be many different opinions about what should be done, and head office has a habit of trying to micro-manage things.

I suggested using a story to demonstrate how head office second guessing might be fatal to the change process. This story from a BBC program 'The Human Mind' came to mind:

In October 2001, a fire crew was fighting a fire in a disused bingo hall in Leicester in the UK. Even though it was big, the fire chief decided it was safe enough to send the crew into the building. They were starting to make progress in knocking the fire down when the fire chief decided something was wrong, and ordered his team out of the building. The team protested, unwilling to give up the progress they had made. But the fire chief insisted and as they exited the building it exploded in a massive fireball. If the decision to evacuate hadn't been made the entire team would have been killed. It turns out that the fire was one of the rarest and most dangerous phenomenon in firefighting - a backdraft. The fire chief had never experienced a backdraft before, he just knew that something was wrong and they needed to get out. In the ensuing investigation it turns out there were three things that were unusual: the smoke was more orange than usual, air was rushing into the building rather than out of it, and the fire was unusually quiet. The fire chief was right in his decision, he just didn't know why at the time.

Relating the story to being second-guessed by head office might go like this. "Imagine if head office were there at that fire. There was no evidence that anything unusual was happening, the team were arguing against the chief (they wanted to stay and fight the fire) and they were making good progress. Chances are that head office would have overruled the fire chief and told him to keep fighting the fire, and the entire team would have been killed. And the head office decision would have been perfectly rational and the whole thing written off as a tragic accident."

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23/06/09 |

Publicsphere - Government 2.0

By Mark. Follow me on Twitter. Filed in Change management, Culture.

Senator Kate Lundy hosted yesterday's Publicsphere #2 event on Government 2.0. I attended Parliament House for the morning and 'watched' online throughout the afternoon (using the live blog, video stream and the twitter traffic (#publicsphere). It was interesting to watch presentations to an audience of 150 people, the majority of whom had laptops open and were twittering (about the event in the main) and googling relevant info to add into the twitter traffic. Personally, I felt a little overwhelmed by the many channels of information and didn't get much value from the presentations themselves.

Things I liked about the event were:

  • 15 minute presentation format - this forced speakers to have a few clear messages
  • The diverse technologies available meant there was something for everyone
  • Meeting some very interesting people and catching up with some people that I haven't seen for ages
  • It was very well organised and all up it ran pretty smoothly
  • Seeing the passion in Kate Lundy's eyes for getting this stuff happening

Things I didn't like about the event were:

  • A constant stream of presentations with no provision for discussion. It appeared that the organisers thought that electronic interaction via twitter and commenting on the live blog obviated the need for people to speak to each other. Exacerbating this was the preference for eating into the few breaks to make up time.
  • Realising that I couldn't cope too well with the multiple inputs while attempting to build a mind map of things that resonated with me (and watching others appear to handle it with ease). I did learn a lot about twitter on the day.

One of the key themes was the urgent need for change in the people component of the equation. Politicians and public servants live in a culture where behaviour is focussed on control of information, avoidance of risk etc. Not that they have any bad intent, they just live in a world where this is the norm. Nearly every speaker touched on this issue. Nonetheless I expect that tradition will hold and only a miniscule proportion of funding will address the change component. One approach is to find out government positive deviants and work out how to influence others to adopt their behaviours and methods. There must be some out there.

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21/06/09 |

Not just a journey...

By Mark. Follow me on Twitter. Filed in Change management, Strategy.

I started work this week on a major change project. Our 'three journeys' concept for embedding change and making strategies stick is really resonating. I must admit to walking into the project with some trepidation...a broken organisation that needs to be fixed or 'blown away' (a nice metaphor...not!). After four days there I feel a sense of enormous optimism. There is an alignment of circumstances that provide a great impetus for change. This is the project of a lifetime for the leadership team - the permission to create an amazing transformation.

On Friday afternoon one of the team noted that it was not just a journey we are starting on, its an adventure.

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18/03/09 |

A leader's role to trigger stories

By Shawn. Follow me on Twitter. Filed in Change management, Culture, Storytelling.

Yesterday I popped out for a meeting at the National Australia Bank. They have a new CEO, Cameron Clyne, and last week he announced a restructure that has substantially flattened the organisation. While the restructure has been the topic of lots of conversations and stories inside and outside the bank, Cameron has done two other things that has got employees talking.

Meeting rooms are always at a premium in large organisations and NAB, at their beautifully designed Docklands headquarters, is no exception. Until Cameron's intervention there were meeting rooms set aside only to be booked by general managers. That's no longer the case. Anyone from the rookie analyst to the CEO has the same rights in booking and using any meeting room in the building.

The second change involves the CEO's lodgings. The previous head honcho and his staffers resided in an office referred to as the bubble. There were two levels of security to gain access to this space and the CEO would catch the elevator from the car park to bubble without having to venture through the rest of the building. Cameron is dismantling the bubble and is relocating his office next to the internal cafe, without any special refurbishment to his new space. You can't miss the dismantling as it affects half the foyer. A pretty clear symbol of change.

Now these stories might not be 100% factual. But as story guru Robert McKee points out, "What happens is fact, not truth. Truth is what we think about what happens." These are the stories some staff are telling about the new CEO and they view his actions as exciting and energising. In their mind a wonderful change is going on.

Then something interesting happened in the meeting. The person I was talking to said it was incredibly difficult to gain direct access to the CEO. That he had a coterie of minders that he brought from New Zealand with him that intercept any approach. And that this is how it should be because he is an incredibly busy man with tremendous responsibilities.

It's interesting that the positive stories created by the meeting room and bubble change seemed to create a positive aura over other activities involving the CEO.

A lesson for leaders is that in addition to be able to find and tell your own stories, it's also important to do things that create positive stories in the organisation. Be remarkable so people remark on your behaviour. But also listen to what stories you create and what people infer from them.

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4/03/09 |

Building a collaborative workplace - the video

By Shawn. Follow me on Twitter. Filed in Change management, Collaboration.

I've just uploaded the video of the presentation where you will see the embarrassing larger than life size portrait of me in my undies. Please skip over that part quickly.


Building a collaborative workplace using stories from Shawn Callahan on Vimeo.

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3/03/09 |

Building a collaborative workplace with stories

By Shawn. Follow me on Twitter. Filed in Change management, Collaboration.

Here's my presentation (with audio) that I delivered to the Victorian Public Sector Continuous Improvement Network (VPSCIN) yesterday.

I'm still trying to work out how to sync the audio with each slide. The Slideshare slidecast tool failed me so any help would be greatly appreciated. The main problem was that the blue beginning and end markers didn't appear when I selected a slide.

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21/02/09 |

KM is change - and how to do it with stories

By Shawn. Follow me on Twitter. Filed in Change management, Narrative.

Here is my presentation from the Ark KM for the Experienced Practitioner. I have to admit that it probably doesn't make too much sense without the commentary and the note are not the best but happy to answer any questions.

The presentation is a case study illustration of our three journey narrative approach to organisational change.

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21/01/09 |

Profiting from Collaboration

By chandni. Follow me on Twitter. Filed in Anecdotes, Change management, Collaboration, News.

Sales

Google and P&G are both known for their innovation capabilities and strict internal policy. Driven by market forces, they made an exception. They swapped about two-dozen staffers who spent weeks dipping into each other's staff training programs and sitting in on meetings where business plans get hammered out. This is terrific example of purposeful collaboration delivering results.

The Wall Street Journal reported that about a year ago, P&G's then global marketing officer, Jim Stengel, was concerned that one of the biggest initiatives in the company's laundry-soap history -- a switch to smaller bottles with a more concentrated formula -- didn't include enough of an online search-term marketing campaign. Google, on the other hand, was interested because they were keen to get a slice of P&G's $8.7 billion annual ad pie. (Read full article here.)

The opportunity to collaborate generated many tangible benefits for both companies. And that's not surprising because a collaboration experience can improve the level of conversation, energise teams and have a positive impact on the bottomline. This example illustrates three ways that companies can profit from a simple collaboration program.

1. Identify missed opportunities

In April, when actress Salma Hayek unveiled an ambitious promotion for P&G's Pampers brand, the Google team was stunned to learn that Pampers hadn't invited any "motherhood" bloggers -- women who run popular Web sites about child-rearing -- to attend the press conference. "Where are the bloggers?" asked a Google staffer in disbelief, according one person present. ...With mommy-bloggers, Pampers was quick to follow Google's advice. After failing to invite any to its April Pampers press conference, in July it invited a dozen or so to visit P&G's baby division in Cincinnati. The bloggers claim to have drawn anywhere from one-hundred thousand to six million visitors to their Web sites.

2. Learn how to embrace change

The big question that P&G grappled with was "How does a brand morph from one-way to two-way communication with the consumer?"
One of the first results of the collaboration was an online campaign inviting people to make spoof videos of P&G's "Talking Stain" TV ad and post them to YouTube... In the end, of the 227 spoofs submitted, a handful were deemed good enough by P&G to air on TV. The campaign was successful enough that Tide plans to use more consumer-generated content in the future, P&G says.

3. Understand each others' language

Google job-swappers have started adopting P&G's lingo. During a session on evaluating in-store displays, a P&G marketer described the company's standard method, known as "stop, hold, close": Product packaging first needs to "stop" a shopper, Mr. Lichtig said. "Hold" is a pause to read the label, and "close" is when a shopper puts the product in the cart. Google's Ms. Chudy gasped. "This is just like our text ads," she said. The headline is the "stop," its description is the "hold" and the "close" is clicking through to the Web site. "This is going to get so much easier, now that I'm learning their language," she said.

External collaboration can have many advantages. The biggest being that it allows new ideas and disciplines to enter the organization, some (or most) of which challenge the status quo of practices, processes and the way the industry works.

Something to think about:

  • How can you profit from collaboration?
  • Who are the people you can invite to collaborate with?
  • What will be your first step to getting started?

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14/12/08 |

Just trying out Scribd

By Shawn. Follow me on Twitter. Filed in Change management, Narrative. Three journeys: A narrative approach to successful organisational change
Publish at Scribd or explore others: Management Business culture narrative

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9/09/08 |

Narrative-based Change Management

By chandni. Follow me on Twitter. Filed in Change management, Narrative, News.

Our new workshop now has a new name. We're calling it

Putting Stories to Work: Delivering meaningful Change and Engagement

What managers need today is a tool that empowers them to inspire people into action. Narrative techniques can deliver a range of benefits to an organization. It's just a matter of learning the techniques and then putting them to practice.

We've redesigned our narrative techniques workshop with a focus on engagement. Over two days we aim to teach managers how to create a resolve among their staff so that they see the value of the change efforts being undertaken in the organization and participate enthusiastically.

There will be lots of opportunities to practice the techniques and learn from each other's feedback during the sessions. Join us on November 11 and 12 in Melbourne. And if you're keen for us to come to your city, we'd love to hear from you.

Read more and register

A big thanks to Dave Pollard, Nerida Hart, Chris Colton, Luke Naismith, Jeff de Cagna , and Bret Treasure for their suggestions on the workshop name. The conversations triggered some good ideas.

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6/08/08 |

Imbuing your workplace with stories

By Shawn. Follow me on Twitter. Filed in Anecdotes, Change management, Culture, Storytelling.

A company that values customer service should be teeming with customer service stories. But what do you do if this is not the case? The Ritz-Carlton has developed a narrative-based approach for ensuring customer service is in the minds of all their people. It was described in this Business Week article but I first discovered it reading Maxwell and Dickman's The Elements of Persuasion. This is what the Ritz-Carlton has done.

Everyone in the company is encouraged to submit stories of RC people going above and beyond. Each week a story is selected and sent out to all the RC hotels around the world and this story is read out at the Line Up meetings, the gathering of staff before starting a shift. Here's an example of one of these stories as told by Richard Maxwell and Robert Dickman, which RC call their WOW stories.

Like a lot of good stories, it starts on a dark and windy night. In this case, a blustery February when the downstairs bar that Fran tends was largely deserted. "The only one in the room was an older gentlemen, the sort of executive that has been drinking the same scotch for the last fifty years." A young, good-looking couple--we'll call them Dick and Jane-- came in dressed in laua shirts despite the weather and ordered mai tais. They seemed a little morose, but Fran is the sort of bartender who can get anyone to open up, and soon they told their story. Dick and Jane had just been married. They had always planned to honeymoon at the Ritz-Carlton in Kapalua, Hawaii. In fact, they had a reservation already booked for six months in the future, but Dick had just been diagnosed with cancer--a particularly nasty form of Hodgkin's lymphoma--so they pushed the date forward and were in L.A. for chemotherapy. This might be as close to Hawaii as they ever got, so they were bravely trying to make the most of it. When Fran tells the story, at this point her eyes take on that slightly stunned look that comes to cancer patients as they struggle to find the right balance between hope and denial. Obviously, the couple's story touched her deeply.

Fran got someone to cover the bar and sprang into action. She found Don Quimby, the manager on duty and together they went to the banquet hall prop room and collected anything that reminded them of Hawaii--a fishing net, a collection of starfish and seashells, a poster of Hawaiian hula dancers at a luau--and quickly gave the couple's room a make over. They even filled a cooler with sand and stuck in a sign that read "Dick and Jane's Private Beach." Then Don found an electronic key from the Ritz at Kapalua that a previous guest had left behind by mistake and reprogrammed it so it worked on Dick and Jane's room door. Don put on a Hawaiian shirt and went out to deliver this new key to them. He led them to their "new Hawaiian Honeymoon Suite," where a complimentary bottle of champaign was waiting. And for the next three days staff of the hotel did everything it could think of to make the couple feel like they were on a Hawaiian honeymoon of a lifetime.

Three times a week staff recount WOW stories in the Line Ups, on Mondays, Wednesdays and Fridays. Each time a WOW story is told it triggers a conversation about what everyone sees as significant in the story and often prompts the retelling of other stories of things that have happened in their own hotel. So rather than receive a corporate directive on how to behave staff vicariously experience behaviour that everyone recognises as exemplary.

You receive a $100 if your story is selected and at the end of the year there is a competition to select the top 10 stories.

This approach has many of the features of Most Significant Change except that the conversation around the stories happens at the coal face rather than among the decision makers. Mind you, someone in HQ is selecting the stories and this process could be expanded to include a MSC style selection process with the decision makers.

If done well your organisation would definitely be teeming with values in action stories.

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1/08/08 |

Staff induction - not quite

By Shawn. Follow me on Twitter. Filed in Change management, Narrative.

Last year Robyn and I ran an interesting project for a large government agency to help Aboriginal people join the department and become productive as quickly as possible. More importantly the department wanted to retain more of their Aboriginal staff who would often leave for a myriad of complex reasons. Of course the project was narrative based.

A couple of months ago we presented a paper at LearnX describing this project and what we learned. I just remembered and uploaded the paper to our whitepapers section. Love to hear what you think.

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25/07/08 |

Being a connector has its risks

By Shawn. Follow me on Twitter. Filed in Change management, Collaboration, Social networks.

New research has shown that we notice popular people and don't notice unpopular people. OK, so we probably didn't need research to tell us that but Cameron Anderson and Aiwa Shirako were investigating how reputations form and Dave Munger at Cognitive Daily describe the results this way:

It turns out that your reputation for cooperativeness is only affected by your behavior if you're already popular. If you're not popular, it appears that no one takes notice of your behavior, so it has no impact on your reputation. People with lots of social connections can build a good reputation -- or a bad one -- with much more ease than people with few social connections.

So for those people doing social network analyses spotting all the connectors you should also be providing these hubs with a warning: it's true you are in a great place to build your reputation but also equally good place to tear it apart.

Cameron Anderson, Aiwa Shirako (2008). Are individuals' reputations related to their history of behavior? Journal of Personality and Social Psychology, 94 (2), 320-333 DOI: 10.1037/0022-3514.94.2.320

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24/07/08 |

Trust creating behaviours

By Shawn. Follow me on Twitter. Filed in Change management, Culture.

I went to KM Australia this week and the issue of trust was mentioned many times. I noticed, however, that very few people went beyond generic statements like trust is essential for knowledge sharing, trust is the bandwidth of communication etc. I find these high-level statements unhelpful in practice and so I suggested to the conference participants that we come up with some specific trust creating behaviours and then use a dotmocracy to vote on what everyone thought was most important.

Here are the trust creating behaviours I suggested. I also invited others to suggest their own. There were two additions; the last two in this list.

  • Being open and honest about your intentions
  • Looking after your colleagues when times are tough
  • Consistently delivering good work
  • Team members are involved in decision-making
  • Being able to speak your mind in meetings
  • Being generous with what you know
  • Giving credit where credit is due
  • Making promises and keeping them
  • Being prepared to allow the group to come up with "your idea" rather than tell them how you believe it must be
  • Creating an environment where positive feedback always comes first and participation is encouraged

Here are the results. About 50 people participated in the vote.


KMAustTrust.png

'Making promises and keeping them' comes out on top followed by 'Being open and honest about your intentions' and 'Giving credit where credit is due.'

There were only two votes cast on the new proposals, the last two listed above, which probably reflected an error in our process. They were added to the dotmocracy after most people had already voted.

What do you think are the essential behaviours for fostering trust? Remember, behaviours are something you can spot, not abstract concepts like dedication, being humble or caring for your colleagues.

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14/07/08 |

What's real work at your work?

By Shawn. Follow me on Twitter. Filed in Change management, Knowledge.

Last week I ran a half day workshop to get a group thinking about their knowledge strategy. We got into a conversation about what things constrain knowledge-related practices such as peer assists, after action reviews, decision games etc., and one of the participants hit the nail on the head, "we have our real work and then everything else is an add on."

So if knowledge practices are not defined as 'real work' then you will face an uphill battle.

How might you turn things around? Here's an approach using Patterson et al's Influencer model.

Identify the vital behaviours you want to encourage. Search for these behaviours by seeking out people and groups who are already great at incorporating knowledge-related practices and observe them, collect stories about how they get things done. Compare these observations with groups who are poor at implementing knowledge-related behaviours.

A vital behaviour might be: Managers ask how the after action review went and what was learned from the process.

So now you need to encourage this behaviour (and probably 2 or 3 others, not 8 or 10 others). The Influencer model suggests 6 sources of influence to draw on. There are two basic questions that must be answered in the positive for someone to change: Is it worth it? and Can I do it? These two questions are reflected in the two columns in this diagram, motivation and ability.


six sources of influence

1. Make the undesirable desirable. This is all about tapping into people's intrinsic motivators. For example, in this case you might focus on what it means to be a professional and the upmost importance of learning.

2. Surpass your limits. You can't expect people to adopt new practices without building new skills. This source of influence is about helping people build their abilities. It's about giving opportunities to try things out, engage in deliberate practice and obtain fast and effective feedback.

3. Harness peer pressure. If people you respect are doing it then it's more likely you will do it. Find the opinion leaders and get them on board first. The rest will follow.

4. Find strength in numbers. Actively build your social networks so you can tap into them when needed.

5. Design rewards and demand accountability. Use rewards carefully and only after the other sources of influence have been exercised. Link the extrinsic rewards to the vital behaviours rather than outcomes.

6. Change the environment. Physical spaces affect the way we work. Give people visual cues, create places to work, use the physical environment to reinforce the behaviours you desire.

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30/06/08 |

Recognition, praise, credit

By Shawn. Follow me on Twitter. Filed in Change management, Quotes.

"Credit is infinitely divisible. Give it away every chance you get, and there's always plenty left for you."

Don Berwick, Head if Institute of Healthcare Improvement 100,000 lives campaign (I see it is now 5 million lives), quoted in Influencer p 164.

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22/06/08 |

Innovators are a bad choice for change

By Shawn. Follow me on Twitter. Filed in Anecdotes, Books, Change management.

I'm thoroughly enjoying reading Influencer at the moment and the story of Dr Everett Rogers grabbed my attention. After finishing his PhD his first job was to help Iowa farmers adopt a new strain of corn which promised much higher yields. He spoke to many farmers and couldn't get a single one to try out the new strain. They just didn't trust this researcher who was so different from the farmers. He was a city slicker who was naive about farming practice, so what would he know.

Dr Rogers persisted thinking, if only he could get one farmer to try it out and then they could influence everyone else. After a time he did find someone to try out the new corn, a hipster dude who wore Bermuda shorts and fancy sunglasses. He enjoyed a bumper crop but the other farmers were unimpressed. This maverick farmer derided their way of life, he was an outsider and there was no way they were going to adopt anything from a Bermuda short wearing weirdo.

This failure springboarded Dr Rogers into a career of studying why good ideas are not adopted.

"Rogers learned that the first people to latch onto a new idea are unlike the masses in many ways. He called these people innovators. They're the guys and gals in Bermuda shorts. They tend to be open to new ideas and smarter than average. But here's the important point. The key to getting the majority of any population to a adopt a vital behavior is to find out who these innovators are and avoid them like the plague. If they embrace your new ideas, it will surely die."

It turns out it is a much better strategy to get on board the early adopters, the opinion leaders (about 14% of the population). Mind you if the opinion leaders don't like your idea, then you are sunk.

The book suggests the best way to find the opinion leaders is to ask everyone to list the people who they believe are most influential and trusted. When the same names keep being suggested (perhaps 10 times) they are the opinion leaders. I wonder about the practicality of getting this list made. Would it be done as a survey? A social network analysis survey would find this information as well as uncover those people who are most connected.

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16/06/08 |

Storytelling and leadership

By Shawn. Follow me on Twitter. Filed in Change management, Narrative, Storytelling.

It's obvious to most people that good leaders are good storytellers. Stories help inspire action because they transport the listener to experience the events recounted in the story in a way that conveys emotion, context and a picture of what happened, and why is happened. We remember these stories. They help change our minds and in doing so, change our behaviours. Storytelling is an important skill for leaders.

But it's not the only way to use stories to help leaders improve their capabilities.

18 months ago we started a narrative-based leadership development program for a global pharmaceutical company. We collected 150 stories of good and bad management behaviour from the staff and then use these stories in a two day program. Twelve managers attend every month and one of the activities we do with them is to facilitate a conversation around the question, which stories are most significant?

One of the stories often selected as significant is a seemingly simple account of a woman whose manager stops whatever he was doing whenever she visited his office, moves to a table in the middle of the room and invites her to sit down and then totally focusses on her. She felt that she was being listened to and her ideas were important. It was remarkable for this woman because other managers didn't do that. The leaders in the program often choose this story as significant because they feel that if only they could get more managers doing this it would create a groundswell of change.

A few weeks ago we refreshed the stories for this company in preparation for a new phase of leadership development, and lo and behold, staff told stories of how their manager, whenever they knock on their office door, he or she stops what they’re doing, comes out from behind their desk and… you guessed it… focuses totally on them and their issues.

Imagine if we conducted the leadership development program by listing the behaviours a good leader displays and then tried to persuade them with logic and reasoning. Change is unlikely. But in this case the leaders worked things out for themselves and inspired themselves to change.

Both approaches to using stories to enhance leadership capabilities are important.

If you want to help your leaders be better storytellers, then get them along to our Storytelling for Business Leaders workshop or we can bring it to your organisation.

If you want to learn how to collect and make sense of stories as a way to change behaviours them come along to our Business Narrative workshop.

We run these workshops in Melbourne, Canberra, Sydney, Brisbane and Perth, or anywhere else in Australia or the world for that matter :-)

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15/06/08 |

Internal blogging builds trust in leadership

By Mark. Follow me on Twitter. Filed in Blogging, Change management, Culture.

In a blog post of 9 June over on The Melcrum Blog, Abi Signorelli describes how leaders in her organisation were blogging internally and how trust in the leadership has increased tremendously as a result. Apparently some of them are even twittering.

We posted previously about the contribution of internal blogging to organisational culture change. Good to see more examples emerging. Are there any others out there?

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29/05/08 |

The head office pattern

By Mark. Follow me on Twitter. Filed in Anecdotes, Change management, Collaboration.

Smart people hate being told what to do. In many of our projects we see the 'head office pattern' where HO is seen as a sort of 'Big Brother' (in the Orwellian sense) and not really trusted. This can often be caused by HO wanting to control things and, often unintentionally, alienating the very people they are seeking to influence. "We want people to work more collaboratively, and here's how we want you to do it!" Of course, if HO wants to see more collaboration across the organisation, they must behave in a collaborative manner and not impose their will in the expectation of compliance.

The following is a microcosm of the HO pattern.....In 2005 I was working in a change project. The project team were the 'head office' representatives. One of the team asked for my feedback on a meeting agenda he was putting together for a group of key business stakeholders. I read the first bullet point on his powerpoint slide and told him ... "if I received this from you I wouldn't attend". He was very taken aback till I explained that his first bullet point was 'to agree on the XYZ model' and that he had obviously made up his mind what he wanted to do and he appeared to be planning to spend the meeting trying to convince people that what he had already decided was correct. I suggested he change the agenda item to read 'discuss the pros and cons of adopting the XYZ model'. He immediately understood that this creates an entirely different mindset and he later reported that the meeting was quite productive.

To tackle the head office pattern we need to be constantly aware of our language, motivations and most importantly, our behaviour. Get your messages proof-read, 'call' the 'head office mindset' when you see it and think about what you are trying to achieve and whether it is genuine. If it isn't genuine, be assured that your stakeholders will notice even though they mightn't say anything about it.

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22/05/08 |

New Whitepaper: Three journeys—A narrative approach to successful organisational change

By Shawn. Follow me on Twitter. Filed in Change management, Narrative.

WP_3journeys.gifDavid Drake (renowned narrative coach) and I have written this white paper to pull together our thinking on how to use our three journeys approach to organisational change and also add a coaching perspective. I hope you find it useful and of course feedback is welcome. Here's a little blurb.

This paper describes the approach we take with clients to successfully foster change in their organisations. It is based on our deep knowledge of both complexity and narratives, and it reflects our holistic approach in working at both systemic and personal levels to help organisations and their people move forward. Coaching is integral to our process at each step of the way and to our clients’ success in reaching their change and improvement goals. Our approach helps leaders and organisations embrace the need for change, approach it openly, prepare for it fully, and achieve the critical outcomes—whether it be a new technology, a turnaround, a new strategy or some other cause.

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15/05/08 |

Lessons from Lewis & Clark—a new white paper is coming

By Shawn. Follow me on Twitter. Filed in Change management, Complexity, Narrative.

David Drake and I have written a new white paper describing a narrative approach to successful organisational change. We've built on our three journeys metaphor, which you might remember was inspired by the epic exploration of the the US West by Meriwether Lewis and William Clark. Apart from describing the three journeys we've drawn a set of lessons from the Corps of Discovery (the nickname for the expedition) for each of our three journeys. Here are the lessons from our first journey:

  • It is important to be clear on sharing the rewards before there are any.
  • Travelling requires both authority and freedom/permission.
  • Change requires an organisation to venture into unknown territory; it is as much about discovery as it is about design.
  • Every change process has its “St. Louis”—a jumping off point into the unknown, a hub for action, and a platform to which one can return.
  • Often the landscape changes merely as a result of setting out on the journey.

If you'd like to early notification and the ability to get this paper before we publish it more widely, please sign up for our monthly newsletter. In the next few days I will share the lessons for the second and third journey.


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1/04/08 |

Jumpstart storytelling - creating the conditions for collaboration

By Shawn. Follow me on Twitter. Filed in Change management, Collaboration, Storytelling.

When we start on a major change project we will often run a number of workshops with the leadership team to really get them to own and define the project. A big part of this activity is getting this group to collaborate and work as a team. In the past we have run sociometry exercises, anecdote circles and future backwards activities to get this group to gel. But I have a much better way now thanks to Seth Kahan's jumpstart storytelling technique.

How to run a jumpstart storytelling session

  • Divide the participants into groups of 6
  • Ask everyone to provide a concrete and specific example in response to a story eliciting question that is related to the objective of the workshop or project. Most recently I ask a workshop participants to recall when they have been proudest of the work they or their colleagues have done?
  • Each person gets 90 seconds to tell their story.
  • When everyone in the group has told one story ask the participants to remember the story that was most powerful for them; what resonated the most. And ask them to remember who told that story.
  • Get everyone to switch groups to there is as many new faces as possible in their new group.
  • Ask everyone to retell their story they have just told. Because this will feel a little weird I suggested they observe how their story changes and improves in the retelling. Again 90 seconds per story. At the end of everyone retelling their story reassess which story you think is most powerful and remember the storyteller.
  • Depending on the size of the group you can switch groups again.
  • Now the fun begins. Ask everyone to remember the person who told the most powerful, relevant, engaging story and go over to them and place your hand on their shoulder and keep it there. After a while a network of people forms and clusters appear revealing the high impact stories. Invite the people the group chose to retell their story to the whole group. Lead the applause at the end of each telling.

The energy goes through the roof with this technique and people get to hear stories they have never heard before. Most importantly the group gets to know each other at a deeper level. There is one more advantage as well if your project is narrative based: the leaders experience the power of narrative in the first 5 minutes of the project.

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13/11/07 |

Three stories and an argument

By Shawn. Follow me on Twitter. Filed in Change management, Storytelling.

Larry Lessig has a presentation style named after him. You guessed it, the Lessig Method. Professor Lessig is a copyright expert and champion of creative commons. And in this presentation he demonstrates the power of presenting stories before presenting his argument. Steve Denning makes the point in his latest book, The Secret Language of Leadership, that if someone has a strong opinion and you present them with an argument to change their mind, it only serves to reinforce their strong opinion, regardless of how good your argument is. However if we are presented with a story illustrating the failures of the current situation followed by an aspirational story, then the person is more likely to take notice of a following new point of view. Enjoy this 18 minute video.

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5/11/07 |

Changing people's attitude toward change

By chandni. Follow me on Twitter. Filed in Change management, Collaboration, Narrative.

Collaboration brings with it change and complexity and uncertainty. How are we going to do this? What will happen next? Why should we work like that?... are some of the questions that mark the beginning of a collaborative project. It’s all a state of mind! A matter of perspective.

I’m Chandni and I’m new at Anecdote. My first blog is about my experience in managing collaboration and change and an interesting technique - a 10-second test!

To pursue my passion for knowledge, narratives, complexity, people, culture, and change, I’ve flown all the way from UK (where I did my MBA) via Mumbai (India, where I am originally from) to Canberra. My journey at Anecdote started on October 22 and I’m having a great time doing what I really love.

In my previous roles (as Chief Knowledge Developer and Head of the Knowledge Initiative at an ITeS company), I always thought that bringing about change in the culture was a simple thing. Our workforce was young and spirited and we were innovative and had an open working environment…what could be difficult about that?

Well, I was obviously very wrong and spent a few years figuring out why some people share what they know quite easily, some literally ‘find’ obstacles and put them in the way or some simply don’t want to be disturbed. So I divorced the explicit aspect and started exploring the social aspects of knowledge-sharing behavior, and in talking to people I discovered that narratives have a unique power that often remains untapped. Aligning the right technique to the right situation, that’s where the trick lies. I’m guilty of missing target too!

Let’s change that.

At Anecdote, we continuously seek and design techniques to deal with the complexity within organizations by understanding the ‘story behind the story’. What stories are people saying about an event or experience in their workplace?

Now, (this is my MBA talking) a lot has been said about how denial is the first stage in change management. And collaboration initiatives are a big change for people sometimes. BUT the more important aspect is that there are reasons and stories that form this denial in people’s minds.

Here’s an interesting technique I stumbled upon on Ken Thompson’s blog. He has some good collaboration techniques listed, but this one is a great insight. He calls it a 10 second test to assess people's reaction to change.

How can you quickly find out what each team member's number one concern is about working in this scenario?

Dr Lewis recommends you get each of them to repeat the following 5 words out loud without thinking about it too much:

"We can’t do that here”

Listen carefully to which of the five words they stress – if its:

We – they are worried about their Identity

Can’t – they are worried about their beliefs and values

Do – they are worried about their skills

That – they are worried about their behavior

Here – they are worried about the environment


It might then be useful to probe the domains the participants seem most concerned about using anecdote circles to collect stories about the concerns that in fact may be the cause of their resistance or concern.

When you try it out, let us know how it went for you. We’d be happy to hear your story ☺

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12/09/07 |

Intelligence agencies adopting social software

By Shawn. Follow me on Twitter. Filed in Change management, Collaboration.

I'm giving a presentation to the Australian Institute of Professional Intelligence Officers (AIPIO) conference in October so I'm keeping my eye out for relevant news items. Here's one passed on to me by Nerida Hart. Any other pointers would be appreciated. The topic is narrative approaches to knowledge retention.

Young feds bring intell changes: A workforce bought up to use collaboration tools is making the CIA Web 2.0-savvy

“How do you transform analysis?” asked Thomas Fingar, deputy director of national intelligence for analysis at the Office of the Director of National Intelligence (ODNI). “One word: attitude. For people to collaborate and bring new and vital skills to the intelligence community, we need to change our attitude.”

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24/07/07 |

Architectures of control

By Shawn. Follow me on Twitter. Filed in Change management, Intervention design.

Just discovered this interesting blog on how designers are using the built environment to control our behaviour. There is an interesting post on how a European airport cafe removed all the handy flight monitors in their vicinity so patrons would not sit in the cafe too long. They would get worried that they might have missed their flight. I remember McDonalds doing something similar by installing immovable and uncomfortable chairs.

Here is how the Dan Lockton describes his blog topic.

Architectures of Control’ are features designed into things which intentionally attempt to restrict or enforce certain behaviour on the part of the users. The most prevalent examples are DRM and other attempts to control how users can interact with software and data, but similar thinking (in different degrees) is evident in many aspects of the built environment - such as anti-loiter and anti-homeless benches - and in product design in general. The term ‘architectures of control’ is used by Lawrence Lessig in the seminal Code and Other Laws of Cyberspace, although the basic idea has been expressed in a number of fields by many different people.

And did you know that there are water detection stickers on phones?

(via Savage Minds)

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27/05/07 |

Staff induction - it's just learning

By Shawn. Follow me on Twitter. Filed in Change management, Knowledge.

The way you enter an organisation has a big impact on how you perceive the place you work. The recruitment process (really part of staff induction) creates a range of expectations and if these expectations are unmet a subtle erosion of trust occurs—not what you want on day 1. A common view of staff induction is that it all happens the day you start and mostly over within a week. A typical induction involves being taken around the floor by you manager to meet your new colleagues and shown the places to eat, then the new employee sits through a session with a group of other new starters where senior people tell what they think you should know—strategy, policies, who's who in the zoo. Invariably there is too much information to take in on day 1.

I have been asking people, “How long after starting here did you feel you really knew the organisation and job you were doing?” Most people said it took them 12-18 months in a large organisation to really feel on top on things. Staff induction, therefore, needs to be more gradual and unfold over time as we experience the organisation we've joined. We need a slower and longer-term approach, one that better balances intellectual and emotional learning.

Here's how I reckon this might work.

Day 1—the basics of survival, security passes, floor plan, toilets, colleagues, managers, colleagues sitting down for coffee to let you know of the gotchas to avoid

Week 1—why you are here and how your work fits into the big picture, cycles of activities, people you need to know, show how to elicit stories from people, meet some of the people you need to know and get them to tell a story or two, where to find information such as policies and processes and the staff directory, team lunch

Month 1—how to get your expenses paid, stuff about pays, people you need to know, conversation about how to get ahead around here, know what managers to avoid, conversation with your manager about what you need to do to make a good contribution, understand the wider network (check out the social network charts)

Quarter 1—reflect of what you have achieved so far and discuss with your manager, ask “where do things happen here?”, understand your purpose and how it links to what the organisation is trying achieve, know who you can trust, have lunch and coffees with people, ask questions and stay curious.

Year 1—sit back and think about what you learnt, help a new employee get up and running, tell them your stories of how you started, wonder what you don't know,

Staff induction is simply learning how you fit in and learning is social. Each step of the way conversations are necessary. Here are some more things I believe about learning. If you think about staff induction as a learning process we immediately understand why relying solely on a classroom approach is ineffective.

The job of HR professionals is to provide the formal induction activities and then support the informal methods in the full knowledge that induction occurs primarily informally over a period of a year of so.

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27/04/07 |

The story of the old man and the insulting children

By Shawn. Follow me on Twitter. Filed in Anecdotes, Change management, Fun.

As I mentioned a couple of days ago, I’m reading Punished by Rewards by Alfie Kohn. It’s a terrific book. This story struck my funny bone so I thought I’d share it with you.

Each day an elderly man endured the insults of a crowd of ten-year-olds as they passed his house on their way home from school. One afternoon, after listening to another round of jeers about how stupid and ugly and bald he was, the man came up with a plan. He met the children on his lawn the following Monday and announced that anyone who came back the next day and yelled rude comments about him would receive a dollar. Amazed and excited, they showed up even earlier on Tuesday, hollering epithets for all they were worth. True to his word, the old man ambled out and paid everyone. “Do the same tomorrow,” he told them, “and you’ll get twenty-five cents for your trouble.” The kids thought that was still pretty good and turned out again on Wednesday to taunt him. At the first catcall, he walked over with a roll of quarters and again paid off his hecklers. “From now on,” he announced, “I can give you only a penny for doing this.” The kids looked at each other in disbelief. “A penny?” they repeated scornfully. “Forget it!” And they never came back again.

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27/02/07 |

Redressing the balance in developing knowledge strategies

By Shawn. Follow me on Twitter. Filed in Change management, Knowledge, Strategy.

Strategies should result in a set of actions making the organisation more valuable to whoever it serves. Knowledge strategies are no different but most organisations develop a knowledge strategy in the following way:

  1. the company engages consultants to analyse their needs
  2. the leaders are asked, "what result would you like to see at the end of the project?" The consultants capture this information as the project's vision.
  3. the consultants interview staff, conduct focus groups and compile an inventory of important knowledge assets
  4. gaps are identified between what currently occurs and what needs to happen to achieve the vision
  5. a report is written and there's considerable debate over the structure, format and wording of this document
  6. the knowledge strategy and associated implementation plan is presented to the executive group for their approval
  7. everyone is exhausted but pleased with the document
  8. there is little energy left for the actions needed to make the required changes

Don't get me wrong, a process like this is what’s mostly needed to undertake an effective knowledge strategy. It suffers, however, from a problem of balance. The weight of effort is on developing the document—the strategy or plan. Little energy or process is left for people to take actions that will change how things are actually done. The further the organisation gets away from the initial strategy development exercise, the greater the apathy to implement the original plan. The ideal situation is one where the top down focus on defining what to do is balanced with a process that enables people to do things that will make the organisation more valuable to whoever it serves.

So what if we put less effort into the knowledge strategy design and more into implementing strategic actions?

There are three reasons why we should shift the balance from viewing the strategy as a thing to redressing the balance towards the process for implementing the strategy.

  1. businesses are less predictable and long-term, linear plans rarely achieve their stated goals
  2. embedding actions in the day-to-day activities of the organisation allows new ways to tackle problems to emerge
  3. the process moves the responsibility for making a difference to how knowledge is created, shared and used to everyone in the organisation rather than a typically under-resourced knowledge management unit

So how might this look? The best solution is one developed by people in the organisation, one that develops the process for embedding the strategic actions into the day-to-day activities. To give you an idea of what it might look like here are some ideas adapted from David Maister's suggested approach for conducting a strategy.

The initial knowledge strategy design should result in some objectives, which might include things like:

  • improve knowledge sharing
  • enhance innovation
  • reduce impact of people leaving (knowledge retention)
  • build skills and know-how
  • improve everyone's ability to find relevant knowledge when they need it
  • improve how we learn from experience

Ideally, there should only be two or three objectives. Six is too many.
The process starts by giving each group within the organisation one sheet of paper for each objective. Each sheet has four columns. The group lists, for each objective, the actions they are going to take over the next three months to help achieve the objectives. A senior member of staff works with the group acting as a friendly sceptic or mentor. This mentor's role is to ask question, helping the group to stretch their plans or to reign in over enthusiasm. At the end of the session, the mentor sets a date to meet with the group again in three months where they will review how they went, what they learned and establish a new set of actions for the following three months.

The four columns to fill in for each objective are:

  • the action to be done
  • who is responsible for ensuring the action is completed
  • the date the action will be completed
  • a description of how the group will know the action has been completed

It’s important that the group focuses on actions and not goals. For example, if the objective is “improve knowledge sharing” then rather than provide a goal such as, “build better relationships with the policy division,” describe a tangible action like “organise 3 brown bag seminars with the policy division.”

By repeating this activity every three months the organisation begins to embed knowledge-related activities into their day to day business. It becomes second nature. The three-month time frame also feels achievable and tangible. It gives the groups something in the foreseeable future to aim for. One last benefit of a shorter time frame for action is that it enables the organisation to sense and respond to the changing business environment making it more nimble and resilient.

You might be thinking, “Yeh, but what about those initiatives that take longer than three months to accomplish?” Of course this will be the case. Sometimes the organisation will be able to identify longer-term initiatives, such as the adoption of communities of practice or an intranet implementation, in the initial knowledge strategy design which can be implemented organisation-wide. Here I am arguing for a balance between the more traditional approach to developing a knowledge strategy with a greater emphasis on embedding the knowledge actions.

Maister, D. H. “Ready, Set, Go: Fast-track Strategy.” Strategy in Professional Business  Retrieved 27 February, 2007, from http://davidmaister.com/podcasts/4/45/.

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27/02/07 |

Don't tell me what to do, tell me a story

By Shawn. Follow me on Twitter. Filed in Anecdotes, Change management, Storytelling.

IStock_000002807221XSmallLast week I returned from my morning walk to find my 11–year-old daughter filling the blender with ice cream to make a banana smoothie. My first reaction was to say, “What are you doing eating ice cream for breakfast? That’s a bad habit to get into. It’s unhealthy. You should stop having ice cream for breakfast” The response was a dismissive grunt in my general direction. Hmmm, that didn’t go well.

After we sat down to eat breakfast I started to tell my daughter a story. “When I was in high school my parents really had no idea about healthy eating and we used to drink soft drinks all the time, ate lots of bread and hardly touched fruit.” Then the phone rang and I answered. When I returned to the table my daughter said, “go on, you were talking about when you were in high school.” I continued the story which conveyed the message that the habits you form now will be with you for the rest of your life. I made no mention of the smoothie.

A week has gone by and ice cream hasn’t featured on our breakfast table.

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30/01/07 |

Defining intent in a change management program

By Shawn. Follow me on Twitter. Filed in Change management, Strategy.

A while ago I argued that the target metaphor was inappropriate for change projects. The idea that anyone could accurately define a change target, aim at it, and then hit it with a well shot arrow was, at best, an illusion. In most cases the possible, beneficial end states are wide and varied.

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So the question is, how do you define an intent that provides direction, inspires action yet is not overly prescriptive? John F. Kennedy provides a good example.

In his now famous ‘man on the moon’ speech, Kennedy kicked off the US entry to the space race with the following goal:

First, I believe that this nation should commit itself to achieving the goal, before this decade is out, of landing a man on the moon and returning him safely to the earth.

This statement of intent is concrete (landing a man on the moon), active (landing, returning, achieving), simple, time bound (before this decade is out), and is in the form of a mini story (land the man and get him home safely).

The military are well versed in providing strategic intents for missions because they know that No plan survives contact with the enemy. Chip and Dan Health explain the military’s use of commanders intent (CI).

CI is a crisp, plain-talk statement that appears at the top, of every order, specifying the plan’s goal, the desired end-state of an operation. At high levels of the Army the CI may be relatively abstract: “Break the will of the enemy in the Southwest region.”

Gary Hamel and C.K. Prahalad suggest three key aspects of an effective strategic intent:

  1. Sense of Direction. "Strategic intent (...) implies a particular point of view about the long-term market or competitive position that a firm hopes to build over the coming decade or so". It should be a view of the future – conveying a unifying and personalising sense of direction.
  2. Sense of Discovery. A strategic intent is differentiated; it implies a competitively unique point of view about the future. It holds out to employees the promise of exploring new competitive territory.
  3. Sense of Destiny. Strategic intent has an emotional edge to it; it is a goal that employees perceive as inherently worthwhile.

These examples provide a sense of what a change management team needs to achieve, but we still need a way to develop a useful intent. As you might guess, my suggestion is largely participative, using stories and question-based. But I have run out of time to finish this post so I will write another making some suggestions on how you can create your strategic intent for a change management program. In the meantime any other examples or descriptions of how you do it would be appreciated.

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26/11/06 |

How a community can find the information it needs

By Shawn. Follow me on Twitter. Filed in Change management, Collaboration, Communities of practice, Knowledge.

Social searching is the next big step in helping you get the search results you need. This is how it works. Someone in your community creates a community search engine for your group and then everyone in the community starts using it. When the results appear you add value by telling the engine which results don’t belong and which ones should be promoted to the top of the list. The more the community uses the engine the better the results. 

I’ve created three social search engines using Swiki from Eurekstar:

If you are interested in these three topics please bookmark these links and use the search feature as much as you can. We can then see, as a community, how we can improve our searchability.

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18/11/06 |

4 ways to use your time more effectively

By Shawn. Follow me on Twitter. Filed in Change management, Knowledge.

Wherever I go I hear the same thing, “I’d love to do it, but we just don’t have enough time.”

‘It’ is anything they know is important, and could make a difference, but they are totally overwhelmed with their current tasks. The thought of something else is just too much.

So why is there such a lack of time? Here are my top 7 reasons:

  1. Someone else sets your agenda and fills you schedule with tasks
  2. You don’t know what to say ‘no’ to
  3. We can do so many things these days, so we do
  4. We want to keep an eye on everything because the world is complex and changing and we are constantly distracted
  5. Our physical workspaces encourage distractions
  6. We are more connected than ever and technology keeps the channels open
  7. Being generalists we tackle new things over and over and never are really proficient

These suggestions will help you wrest control of you time.

  1. Learn a task management method like Getting Things Done. I’d recommend getting David Allen’s book of the same name and put it into practice. Better still, get your organisation to invest in a GTD training program (addresses issues 1 and 3).
  2. Understand your priorities and work out how your work fits in to the big picture. If it doesn’t fit in to either the big picture or your priorities then say ‘no’ (issue 2)
  3. Get into a community of practice and learn how to work smarter from your peers and with your peers that already do it. Rather than try and keep up with all the changes in your discipline, share the workload. Social book-marking is one possible tool (issues 4 & 7)
  4. Periodically close down the communication channels. Turn off the mobile, Skype, email and then find a cafe where you can work anonymously. You’ll be amazed at how much work you’ll get done (issues 5 & 6).

Obviously this is not a comprehensive assessment of the why there is such a lack of time in organisations and what to do about it (I just don’t have the time ). But what advice would you give to someone who seems to be flat out like a lizard drinking?

[Thanks to Nancy White for a conversation this morning about this issue]

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13/11/06 |

The lure of numbers--employee engagement is good for business

By Shawn. Follow me on Twitter. Filed in Change management, Culture.

Gallup has done a survey of 1000 US employees investigating the relationship between engaged employees and innovation. At first glance it seems impressive. There are lots of numbers, a couple of graphs and even a statement at the bottom of the article describing the survey limitations. The results, however, hinge on their definitions of employee engagement (see pretty graphic).

Key_employeeTypes

So how did they determined who fell into which engagement category? This seems to be a vital missing piece. There is no indication of the questions they asked or the scales they used. Without this information the rest of the ‘data’ is nonsense to me. Here are some of the findings. 

When GMJ researchers surveyed U.S. workers, 59% of engaged employees strongly agreed with the statement that their current job "brings out [their] most creative ideas." On the flip side, only 3% of actively disengaged employees strongly agreed that their current job brings out their most creative ideas.

The study also showed that engaged workers were much more likely to react positively to creative ideas offered by fellow team members. When asked to rate their level of agreement with the statement "I feed off the creativity of my colleagues," roughly 6 in 10 engaged employees (61%) strongly agreed, while only about 1 in 10 actively disengaged employees (9%) gave the same answer.

In the race for evidence-based management I imagine people are taking these results and believing what they read and quoting the figures (fully referenced of course) in business cases as if they are gospel. Perhaps I’m missing something but without an understanding of how these categorisations are made it’s difficult to assess the results’ veracity.

I would love to hear what Bob Sutton thinks of these types of ‘evidence-based’ pronouncements masquerading as research.

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13/11/06 |

Measuring knowledge work - when measures become targets

By Shawn. Follow me on Twitter. Filed in Change management, Complexity, Knowledge.

The whole fraud is only possible because performance metrics in knowledge organizations are completely trivial to game. Joel on Software

Joel demonstrates a weakness of metrics in assessing the performance of software developers and somewhat cynically suggests that large management consulting firms actively exploit this weakness. Whenever I have a choice between malicious intent and incompetence I tend towards the latter as an explanation.  Personally I believe large consulting firms have these problems because they are steeped in particular mental models, namely the idea that organisations are machines and if you can’t measure it you can’t fix it. Fredrick Brooks understood this and painted a clear picture of the complexity of managing software development projects in his classic, The Mythical Man-Month.

So what is the weakness Joel uncovers? Companies want to improve performance (excellent objective) and consulting companies have methods to measure the current performance (it’s good to know where you stand). But here is the big mistake: the consulting company makes the measure of performance a target. And this is what happens:

Consulting company comes in, gets all the programmers in a room, tells them all about Function Points [the measure of performance] and stuff, and how productivity is REALLY IMPORTANT.

Programmers remember that scene from Office Space where Bob and Bob, the consultants, recommended all the people to get fired.

Programmers start writing a heck of a lot more function points. For example you can triple the number of function points in your code simply by round tripping everything through an XML file. Big waste of time, prone to bugs, does nothing, but each file you touch adds a function point. W00t!

Consulting company comes back, measures again, and lo and behold, with all the round trips through XML the function point count is up drastically. Consultant announces that Oil Company is now at 151.29% productivity. MISSION ACCOMPLISHED.

Here is an alternative approach.

  • Work with the leaders to get a broad picture of what they think performance is in the context of software development. Get them to paint that broad picture while resisting the temptation to fill in all the gaps.
  • Ask the software developers to define the performance measures and keep them to a minimum.
  • Be clear what will remain measures and what will be the targets
  • Add to the metrics approach a qualitative assessment of impact using Most Significant Change (see Zahmoo to learn about this technique).

This approach is based on the idea that any journey of change (actually I prefer the metaphor of the expedition) should be created three times. The first creation is in the minds of the leadership group (however you want to define that). The second creation of the journey is in the minds of the participants. Finally the journey is created for real as everyone sets off together and it’s here that everyone discovers that is never turns out the way they expected, so a willingness to monitor and adapt is essential.

[thanks to Les Posen for the pointer to Joel’s post]

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