First 100 Days

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Recently,  I went over the steps I took as I started my job at Chubb Insurance.  I was brought in by senior IT leadership to address challenges of transformation and change using tools, techniques and practices derived from Knowledge Management.

I quickly realized on my first day that I would need a consistent approach to gather information, listen, learn, think, engage and share with peers, team members and leadership.

Mark Friedman is an Executive Coach and Leadership Development expert.   I worked with Mark all through the hiring process and I asked him if he had advice for my first few weeks on the floor at Chubb.   He helped me think through a comprehensive approach and provided some tools to use.

There are many things to do on the first 100 days but I found a few simple steps most helpful.   I was able to determine quickly who would help me and where there would be some challenges.   I modified the worksheet that Mark provided to me for my own use.  I simply started at the top and worked my way down.


 100-day checklist

Stakeholders:

Up: _____________

Across: _________

Down: __________

Discovery:

Personal set up:_______________

Meet live:   ____________________

Phone calls: ___________________

 

Info/Documents: _____________________

Day One:  ______________________________

First Week(s): __________________________

 

Strategic Capacity

Mission / Vision / Scope and Organizational| Business objectives

Tactical Capacity

Building Blocks:

 

How:

BURNING IMPERATIVE in place (by day 30): _____________

MILESTONES set (by day 45): _____________________________

Team ROLES assessed & aligned (by day 70): _____________

Team CULTURE/Communication steps: ___________________

 


I wrote up an interview template and set up introductory meetings that were designed for 15-20 minutes.

My biggest advocate and supporter was the Global CIO.  I sought advice as I ran into challenges and started developing a map related to the questions of the first 100 days.

Organization


There were many opportunities created through this activity.   Building relationships and listening were key factors.

The first 100 days helped me understand where I fit in the organization and the challenges I faced.   This activity helped me determine where I needed to start and it was a driver for me to make the phone calls and sit with people all across the company.   Most of the best information and guidance came from the Executive Assistants.

If you have questions, or want to see more of the tools I used and examples of products I produced, please let me know.

100-DAYS-WHITE-PAPER (Here is another useful guide from intelligent executive.com)

Why Every Leader Should Build a RetroPi

IMG_1991Strategy

It is estimated that the number of mobile phone users in the world is expected to pass the five billion mark by 2019.   The level of interaction with technology creates an illusion of understanding.   Expert users are not expert technologists.

Many senior leaders don’t claim to be expert technologists but when it comes to technology decisions it has become much easier to have an informed opinion on technology whether for design or desired outcome.   This has put a great strain on IT because technology while magical is not magic.   It takes hard work,  a great deal of thought and planning.   Even if agile methodologies are applied,  requirements matter.

In this world of 140 characters or less,  it is safe to say that some folks reading this blog if uninterested would have disengaged about eight sentences ago.    The expectation today is that everything will happen quickly and it will be exactly what was expected or we disengage and find something else.   This is one of many reasons that IT is suffering in large companies today.  CIO’s are fighting subscription or licensed services for solution delivery.   It is true that cloud services and licensed subscription models have great benefit but acquisition of these services still require strategic thinking.

A simple exercise in building a small and usable gaming system will demonstrate end to end implementation of easy to acquire technology and show how important strategic planning and understanding of technology is relative to projects small, medium or large.

Many leaders in industry are walking away from IT and looking to make IT decisions on their own.   They can use their own budget and solve their own problem without IT.  In some instances where risk is low, they can do this with very little impact.  In most cases, they find a need to bring IT in at either the end of the purchase or when they need to actually implement.  This creates contention and can impact their ability to get the software or services they wanted in the first place.   The underlying question is “Why can’t I do here what I do at home”?   Anyone feel free to comment on this .. but the various reasons should be addressed in another blog at some point.   

If industry  / business leaders want to make decisions in technology, they should become familiar with what it takes to compose and implement solutions.  I am not saying they should become IT experts but my contention is leaders should know their desired outcome relative to the environment they are in.    An info-graphic on AI can drive me to put Alexa in my home but this is very different from me deploying Alexa in my company.   As a leader, I need to understand the differences to make an informed and economically sound and viable decision.

Making it Real

The Raspberry Pi is a small computer that you can purchase for as low as $10.00.

The Raspberry Pi has free open source operating systems that you can download for many uses.   One of the operating systems available has software called RetroPi.  With RetroPi you can build a system that plays thousands of games from many of the older popular gaming systems.

You can get as fancy as you like depending on your desired result.

picade

or you can keep it simple

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Either way,  it is learning experience that incorporates some very basic skills using technology to accomplish a relatively simple goal.

Leadership that seeks to use technologies to enable and grow their business should have a tacit understanding of this kind of project.

Some factors to consider here are

  1. Instructions are readily available both written and video (Build a Pi)
  2. The operating system is no cost and easy to install
  3. The software is pre-configured and highly intuitive
  4. The estimated time to completion is 10 minutes (That’s fast)

Results May Vary

Here we have a simple project that should take 10 minutes to employ.  It will result in countless hours of fun and entertainment for the family and for those who enjoy retro games, it will save hundreds of dollars in purchasing a retro console.  It meets most of the criteria asked from technology companies and IT today.  It has the makings of a perfect simple technology implementation.

Side note, below is my machine that I built..

cogames

The Truth of Human Resources and KM #PracticalHR

Cohenstone.jpg

 

Visually Compelling Organizational Development

The work by Kevin Desmond was thoughtful and emotionally charged.      It is tough to be a leader in general, but the world today makes it even more difficult.

Leadership is something I care deeply about.   I strive to be a better leader in the same way that Jascha Heifetz said, “If I don’t practice one day, I know it; two days, the critics know it; three days, the public knows it.”

It takes practice and clear commitment, but the results aren’t always as beautiful as a heartwarming tune.   It may result in tough decisions and failure, but you have to strive on and keep trying.

I have a team and they are geographically dispersed.  I care about them as a group and certainly care for them each as individuals.   I am lucky and honored to have this amazing team and I have a responsibility to honor them and give them time to learn more about each other, including building their own relationships.    Finding time is not always easy, but this was something that I chose to do with the support of my leadership.

The compounding factors in team dynamics and collaboration are always moving.  It feels as if we have to hurry to get something going in order to get this snapshot of a moment in time.    This is where Kevin was able to come in and get us started.

The answers aren’t always.. 

Right and wrong aren’t clear concepts as they used to be.  Some would argue that they are clear, but what I would say is that perspective and context are key to a shared determination of what is right and wrong.   In order to share common perspective or context, we must be able to communicate and share our ideas.    Our ideas are born from our knowledge or our perceived knowledge about something.    Regardless, we must level set and to do that “level setting” we must compromise.     In order to compromise we have to have a willingness to compromise.    We have to build trust.   Trust is a critical enabler.   It is THE critical enabler.

Kevin came down and sat in my office a while back, he looked right at me and told me that I may have to do some things that would make me uncomfortable but I would have to trust the process.    We went through some of the ideas and concepts he would use with a clear objective of helping the team baseline or “level set.”    He said, “Howie, you realize this is only the beginning, right?”

We set the objectives and goals,  built in some time for flexibility and discussion and included some primers for thinking.   There was clarity in the thinking and of course what we sought to achieve, but the results were emotionally compelling right from the start.   For the sake of privacy and respect for my amazing team,  I will only share my personal experience and my personal thoughts as part of a similar thought exercise not directly aligned or reflective of anyone other than my experience.

It is the reason for the Cohen tombstone at the top of this post.   If I am to choose a picture of what I want to represent who I am and I am given a controlled group of images, which would I choose?

For the sake of this posting and in practical consideration,  I chose a grave stone with my name on it.   I would preferred it to have said Howard Cohen, Father, Husband, Brother, Son, Time Traveler, Stunt Car Racer, Lover, Fighter,  Good Guy, Bad Guy, Hardworking Guy,  and on the bottom “Crack is Wack” because I think I am funny sometimes.     I mean to say that I consider my mortality.  I consider my life in that I am thankful for it and I am thankful for each day.  I think of death as I understand that it is an end or beginning and I don’t know which, but I know that it can come at any time and that I should be true to who I am and love hard, play hard, work hard, but mostly be the best person I can be.   Not so easy to pick a picture, but is something that we have to do.   Every moment in our lives is like the iPhone video application,  you can take movies, but every once in a while you have to push the button and get that single frame snapshot.

The exercise of taking this image and sharing it with you and potentially the whole world is a little embarrassing I suppose and a bit revealing of some of my weakness and maybe strength, butall  in all, it is important because it is part of building trust through sharing and revealing who I am.    One of my team said “there is the face you show and the face you hold close” the you that you are is a multitude.   Of the many, you are a person and what you choose to show or hide consumes energy.

With one act and one question,  Kevin started an activity that set a course for myself and my team to share and consider the multitudes in each of us.   In my willingness and/or the willingness of the team, we could begin to share start a process of “level setting.”

Measuring the Distance of Knowledge

How do you measure knowledge?   How do you measure trust?   What was the best team you ever had?   Who was the best leader you have ever known?    How do you measure success?  How do you define success?   What if success for you is failure for someone else?  Is that always the case?   Are you running a race?  Is this race with yourself or others?  Why do you jump out of airplanes?    What would make you better and how would you measure that?  How would you be sure that you were better?

** I just started working for Booz Allen and was working on the floor of US Joint Forces Command Integration Directorate.    An old Marine was running part of the military architecture shop, he was a contractor himself but commanded the equivalent of a cell.   In other words, he had his team on lock down and he was no joke.    He called me over to speak with him, looked at me in the eyes (sorta scary) and said “son, what’s your CV?”   I really didn’t know what the heck he was asking me so I just stood there looking at him.  He said, “ok, were you in the service?”   I said “yes sir, I was a Damage Controlman.”    He looked around for a moment and literally stood himself taller almost as if I were to shrink down and he asked “How the hell does a DCMan get here?”    My answer..

“Well sir,  I went(s) to college”    In fact, by that time I had a Masters but it isn’t like you carry it around like a patch on your arm or anything.

We are judged by what we do or what we have done and that is in the realm of someones idea about us in which they (think) they know and/or make assumptions about us.   Even if there is a measure that exists or criteria, these are still open for discussion.    I went to school but maybe the school I went to wasn’t the top school in the nation.   What if I had the best teacher in the nation in one of the lower tiered schools?   Would there be a measure or some condition or factoid that would illuminate that as a fact?    The answer is of course “no.”    The point is that we have to measure what we can, and define success as we can but in order to do this we have to be clear about it in the scope of our activities and relative to a moment in time.

Throwing the fastest pitch consistently over time matters only if these measured factors produce the result that you threw that same pitch during a game and as a result won!

Kevin helped illuminate these points through a series of activities and discussions.   He talked about measures and what they mean’t and the importance of using them.   He also spoke of the context in which they apply.

The Human Resource to Knowledge Connection

I enjoy the thinking that Knowledge Management and Human Resources is tied at the hip and they are their own combination of many things that add up to one.   The idea that we have to be able to have a person in a mode to listen or receive,  and a person in a mode to transmit.   The active listener actually listening and not thinking to rebuke or over take the conversation.    It is the primary condition in communication.    The condition to be ready to listen, learn, read, pay attention and think about what someone else has said or is saying.     If you are reading this right now, you are allowing me the honor of sharing with you and I thank you for that.    It is the precondition for knowledge sharing and knowledge management.   It is also a condition provide though an act of respect.   It may very well be that after you read what I have written that you lose or gain respect for me but under this condition at this very moment, you are providing me a channel in which I can communicate with you.   This is where the organizational development begins but the preconditions and factors must allow for it.   Just as if you are growing something in a garden,  you need the environment, conditions, and factors to all come into play.   Human factors, human engagement and understanding of cognitive, physical and social conditions, are the preconditions for our knowledge connection.

 

Bring It

I am writing about this because I believe that OD doesn’t get enough recognition.   The words say “Organizational Development” but what it really means is “Factors, conditions and practices, to make people better.”  As a result of helping people, the organization will naturally become better and that results in a domino effect that spreads in multiple directions.   Why?  Because kind acts matter.

If you want the details of how to make all this stuff work,  you could reach out to my friends Kevin Desmond  or Tom Tiberia as they are actually the experts.  I am just sharing the results.   What were the results anyways? 

I walked away with a to-do list of things that I need to work on.   I also have a list of team goals aligned to my organization and organizational goals tied to myself as an individual.  I have a lot of questions that went unanswered but that is good because I never thought to ask some of these questions and I didn’t know how important they were.    I have ideas on measures that matter and I have homework for myself and my team.

Adam Grant Author of Give and Take recently said in a post “We love asking successful people for their secrets. But often, they’re not even aware of what they do differently from others.

Next time you want to learn from someone, instead of asking directly, go to that person’s collaborators. They have the clearest window into unique habits.”

What I had a chance to do here and what Kevin and Tom gave me was a window into my actions through the lens of others.   I can see a glimpse and take action on keeping my strengths strong and working on my legs..   <– that was a joke, you ever see those guys that just lift with their upper bodies?  They look top heavy.. I think you can look that way intellectually or emotionally as well if you don’t round out your work out.

gymguy

As usual.. questions comments, complaints..

 

 

 

When Giants Tip Toe #Leadership #Social

138H

Small Actions

We are all tiny giants walking through this world creating ripples with far reaching and unknown impact.

It is a struggle to know if the decisions we make will have a positive impact or a negative one.  We can’t predict the future, but we can realize that we are all giants.    The world is becoming smaller through technology and each of us individually is becoming larger.  Today we have more ability to reach and impact millions of people with very little effort.

In 4 minutes and 4 seconds Candace Payne made over a million people laugh by wearing a Chewbacca mask and laughing throughout the video.  Not only did she do that, she set off a sales and marketing blitz for the retailer Kohls .

Of course this is a good news story for this family and Kohl’s.   It is proof that (if you need any) that social media, the internet, and interconnected media shrinks the distance between us.  It also means that we can get crushed by the same effect.

Big Mistakes by Big Players

Anyone with a connected device could impact millions of people with something interesting, funny, brilliant or otherwise compelling.   If this is the case, why do so many companies make critical mistakes with social media?

These companies are aware of the opportunities to the extent that they experience them but they aren’t aware of the opportunities in the sense of creating them.  Under these conditions they are trying to “tip toe” carefully while using the social digital space as a walking stick.   Under these conditions, they seek to “be social” but with carefully controlled messaging.   The underlying issue with this is that they are already social, but social can’t be controlled, it can only be influenced.   The influence occurs through natural human interaction.   How many CEO’s have I/O psychologists readily on hand?  Instead they look at data and what they call sentiment analysis.    This by itself is a mistake and it is akin to removing a splinter with a hatchet.   Giants think they need giant things and giant solutions, but the reality is they need small solutions and small tweaks.   The reason is that small things in a giant world have large impacts.

Retired General Stanley Mcchrystal said, “I would tell my staff about the dinosaur’s tail: As a leader grows more senior, his bulk and tail become huge, but like the brontosaurus, his brain remains modestly small. When plans are changed and the huge beast turns, its tail often thoughtlessly knocks over people and things. That the destruction was unintentional doesn’t make it any better.”

Carefully Well Thought Out Poor Decisions

How much did it cost Kohl’s for the four minute social wave of marketing?   In 2012, it is estimated that Kohl’s spent 1.16 billion dollars.  In 2014, they spent an estimated 1.9 billion.    The underlying reason they spent more on advertising was “weak profitability. It is too early to tell what the “Candace Payne effect” is, but it cost them around $5,000 (they gave Candace $2500, 10,000 reward points, and Star Wars toys for her kids) and that was by their choice.   In other words, Kohl’s was smart to respond but they didn’t have to because they were mentioned as a natural part of the conversation.

There is a lot to think about here.  For example, what if Kohl’s turned their advertising budget into enhancing the customer experience?   What if Kohl’s goal was to “create a shopping experience that made people happy?”    I am not knocking Kohl’s, I am just stating that they are solving the wrong problem precisely.   Another great example to consider is the Giant air carrier United Airlines.

United Airlines sent me a very personalized message signed by their CEO Oscar Munoz.

UA

 

There are many things wrong with this message.   The message could have been sent out generically without the personalized touch.   Marketing experts may tell you that x percent of people respond better when their names are put in a message, but that is nonsense.   People respond to kindness, honestly, integrity, humility and reality to start.   It is not reality to think that UA cares about my business.  If you think I am being too harsh, consider that United Airlines is ranked worst by a J.D. Power customer survey .   You see “all about the data” can go many ways.    What did Oscar say in his personal message to me that would make a difference?   Can I reach Oscar to respond to his personal message to me?   Let’s find out.. 

United Response “My name is NO.. my number is No”

CustomerCare@united.com <customercare@united.com>

May 20 (2 days ago)

to me
Dear Mr. Cohen:
I am truly sorry for any poor experiences you have recently had with
United.

I know in the past years it has been quite painful to travel with
United.  As an employee I agree with you, but Mr. Munoz has brought
great change. We have been improving the morale of all employees and in
turn have created a wonderful customer experience for all of our
customers.  We do hope you allow us to show you how we improved and
continue your loyalty with us.

Mr. Cohen, we appreciate your comments and look forward to serving you
again.

Regards,

Matthew Miguel
Executive Services, United Airlines
Corporate Customer Care
Case: 10376324

Original Message:
To: Munoz, Oscar
Subject: Message CX

Dear Oscar,

I received your message today and I don’t think your  message really means anything.  In fact,  I don’t know what you are doing to energize your employee base but I do know this.

Getting to the plane is painful.
Being uncomfortable while waiting for the plane is painful.
Getting on the plane is painful.
Sitting on the plane is painful.
Getting asked to pay extra at every turn is painful.
Moving reservations is painful.
The frustration pouring out of people in the airport and on the plane is
painful.

The whole experience together makes it simple for me to travel in that
since airlines don’t differentiate themselves any longer in any way, I
can just choose the lowest cost and be miserable for the duration of my
travel.
If you have questions, please feel free to reach out.

Best Regards,
Howard Cohen

My Interpretation

 

Dear Mr. Cohen:
I am truly sorry for any poor experiences you have recently had with
UnitedI am sorry that we wrote you. 

I know in the past years it has been quite painful to travel with
United.  I have no idea what happened to you or your experience with United but I am just going to tell you that “I get it”  and hopefully that will be enough. 

As an employee I agree with you, but Mr. Munoz has brought
great change.   I agree with you.   I can’t say anything else beyond that because I am in customer service.   Mr. Munoz has brought great change and change is good because change means change. 

We have been improving the morale of all employees and in
turn have created a wonderful customer experience for all of our
customers.  We are improving morale through our efforts of change and we have created a wonderful experience for customers <– in past tense as if this was something that happened and not in present tense as something that is happening. 

We do hope you allow us to show you how we improved and
continue your loyalty with us.  You probably aren’t going to fly with us anytime soon. 

Mr. Cohen, we appreciate your comments and look forward to serving you
again.  Did you actually think in small giant feeble mind that Oscar Munoz the CEO of the company would read your message?  You aren’t even a very frequent flyer, why would you matter?   Thanks for the laugh and enjoy my generic response.  

Regards,

Matthew Miguel
Executive Services, United Airlines
Corporate Customer Care
Case: 10376324

Only Time Will Tell

In 2010 Forbes Lee E. Ohanian said that “Recent lessons indicate that once an industry starts to get big through mergers and acquisitions, it is hard to change course. And this may well be bad news for both travelers and taxpayers.”   (http://www.forbes.com/2010/05/11/airlines-merger-economy-opinions-contributors-lee-ohanian.html)

The reality though is that airlines are thinking about ways to cram more folks into the plane.   Flying me to Cuba in a box while I am hibernating or strapping my feet to the floor while I stand in the subway isle of the aircraft isn’t going to be interesting to me.    I predict more challenges for United.

Summary

Every connected person is part of the digital ecology.   We are giants and our small actions will have long lasting effects.  The days of leadership from the ivory tower are not over but we are moving more towards a complicated hive network topology between corporate employees and customers alike.   What does change really mean?   Consider that whether you walk with a flat foot or tip toe through the network, you will have an impact on the ecosystem, your presence will be felt and we are all “leaders from where we are.”

As an FYI, I did follow up with United after their response and never heard back from them.   I don’t have unreasonable expectations, but it is clear that they are struggling with their social strategy.

3ea600dd2131

 

Project Management Tips ON POINT #Quick Advice

struggle leads to success

PM Tips from a Master

Gopal Srinivasan https://www.linkedin.com/in/gksrinivasan  says if you want to be successful in project delivery consider these tips as you start your initiative.
Even with the best planning sessions and strategy the best projects can go off the rails without great leadership.  I have witnessed Gopal pulling folks together and getting projects right on track.   I asked him how he did it and what his thoughts were on the subject.   In kind, he responded with some clear thoughts on “getting it right” and on point with projects!

Keep these concepts in mind…

  • that process or methodology is not a panacea (people make the process work – remember people, process, technology)
  • things do not go according to plan – constant risk mitigation and contingency planning is key for successful execution
  • communicate and accountability – ensure ownership (usually single point of contact vs. groups) to bring items to closure

Additional points that help during any initiative:

  • be ready to course correct (use war rooms and deep dives to focus on the issues, bringing critical contributors together in addressing the issue)
  • assume positive intent – no one comes to work thinking “I am going to really mess up today…”
  • commitments delivered! builds credibility and track record

Gopal said “You have to always realize that people are the number one most important factor.”    It is amazing to me to see that a “people first” approach in all business and subject areas is the key to successful outcomes.   Delivering on promises and commitments while being open, transparent and honest will make for the best outcome.   This coupled with a kind hearted and sensitive approach that considers cognitive, physical and social factors will accelerate team, project and program success.

 

http://icsgrp.com/wp-content/uploads/2014/10/Quick-Reference-Guide.pdf

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Gopal Srinivasan https://www.linkedin.com/in/gksrinivasan  says if you want to be successful in project deliver consider these tips as you start your initiative.
Even with the best planning sessions and strategy the best projects can go off the rails without great leadership.  I have witnessed Gopal pulling folks together and getting projects right on track.   I asked him how he did it and what his thoughts were on the subject.   In kind he responded with some clear thoughts on “getting it right” and on point with projects!

  • that process or methodology is not a panacea (people make the process work – remember people, process, technology)
  • things do not go according to plan – constant risk mitigation and contingency planning is key for successful execution
  • communicate and accountability – ensure ownership (usually single point of contact vs. groups) to bring items to closure

Additional points that helps during any initiative:

  • be ready to course correct (use war rooms and deep dives to focus on the issues, bringing critical contributors together in addressing the issue)
  • assume positive intent – no one comes to work thinking “I am going to really mess up today…”
  • commitments delivered! builds credibility and track record

Gopal said “You have to always realize that people are the number one most important factor.”    It is amazing to me to see that a “people first” approach in all business and subject areas is the key to successful outcomes.   Delivering on promises and commitments while being open, transparent and honest will make for the best outcome.   This coupled with a kind hearted and sensitive approach that considers cognitive, physical and social factors will accelerate team, project and program success.

 

http://icsgrp.com/wp-content/uploads/2014/10/Quick-Reference-Guide.pdf

 

The People in the Middle #KM leadership

Congratulations! You just purchased a new social tool for your organization.

software-analysisIt only cost your company a few bucks to get licenses and there are very little infrastructure costs associated.  In only a few short months, your teams will break down silos faster than you could ever have imagined.

  1. Software
  2. Infrastructure
  3. Maintenance including Service Level Agreement
  4. Corporate Communications and Marketing

Ready… Set… Go…!    Click here pacman for result 

A social platform without community management is like a party without a host.   No one has any idea what the heck is going on and / or what to do.  They show up, see that everyone is confused and leave.

Many organizational leaders simply don’t know what they are buying and what it takes to make this successful.   When they are told what it will really take, they don’t want to spend the money they come to consider as “additional.”   The only reason why they consider it as an extra cost is due to poor understanding of the social space and poor planning for implementation, support, and on-going day to day operations.

They believe  “Not only will you get better collaboration, we will throw in cost savings, 100% ROI and you ..yes you … will no longer need email”!  As soon as a “TOOL” is purchased for the company it will be … “SOCIAL.”

Wait..what?…Where is the focus on the people???

-making sense-people

Story from the Trenches 

This story / discussion comes from a colleague Wendy Woodson @iaqtworld 

I was recently involved in a conversation related to this. I was sharing an image created to help the conversation. Nothing complicated.

One of the first comments I received was “you need to remove the people from the center of the image, it isn’t important and it makes it busy.” This is not the first time I have heard/seen this. All too often the people are left out of the equation.

I responded with that is the problem today. People are considered insignificant and left out until it’s too late. Leaders sit around wondering what happened, why aren’t they using/doing what we want?

I went on to explain it is important that the people are not only included but are the center or focus of it all. People are essential to it all. Remove them and there is nothing. No one to use the tools or to follow the process. Without them, who will manage the content who will use the systems? People are the nuclei and everything, we as knowledge managers do, is to provide benefit to them and the community they create. – WW

-making sense-

People in the Middle

This is very simple. Social media tools that are used for personal purposes are very different than tools used for a social intranet or social business.  Beyond this social internal and social external for business use is also very different.   The common thread is context and purpose.   If people are in the middle and they are the center based the platforms are used more.  Platform use does not by itself equal value.   This is very important to understand.   A page hit doesn’t mean anything.   Every aspect of the human interaction has a specific context and it will change over time.  That is why the community management aspect is so important.

Community

5042953763_6ab5114e9b_z

Community management is a key critical function for a healthy social network.  Being connected can mean the difference between a new sale and a missed opportunity.  It can be a channel for innovation, information, observation, awareness and it can also be detrimental.    Placing social systems out in the wild without expertise is akin to running with scissors.

Summary

Whether you are building a social channel for your sales force,  a place for your whole company to meet at the water cooler, or simply enabling your work force to have additional channels for communication and collaboration, people need to be the central focus.   One thing is for certain as it stands today,  tools without people will not build, produce, sell, create, innovate, enable or protect your company.   The case for a social platform must include active community management, facilitation, leadership and communication.

 

 

 

 

Start with a Narrative #EasyKM

Shorteststoryevertold
Shortest Story Ever Told 

Effective Knowledge Management should aim to lower costs and shorten time to execute and solve business challenges.  A narrative approach can  bring relevant and organized highly contextual information to business stakeholders very quickly.  A narrative should be easy to find, well tagged and easy to understand. It should tell a short story quickly that can lead to a project charter or create an opportunity for project or work deflection and cost avoidance.  It can also lead to a pipeline for Enterprise and Solution Architectures which will result in a great deal of cost savings.

Knowledge Management should be tied to business.   Business is tied to people, people are tied to stories..

People->Process->Product->Profit 

The KM team helps determine who, what, when, where, and identifies person/group for solutions.

All of the narratives:

  • have a potential saving outcome criteria, defined by the user story, as an initial estimate.
  • are self contained and have associated estimated or actual cost savings and are validated through a process with the KM team.
  • use a content management or social system to document, share and map information to relevant people and content.

Process
Identify / Collect:

Capture, document and submit stories that convey an activity or activities that create an opportunity for cost savings and/or the business process efficiency or effectiveness.  These stories can also be used to show value in reuse of tools through portfolio management or portfolio rationalization.

Subject (context) of Who and What 

Body 

  1. Problem Statement (Where)
  2. User Suggestion (Person or group initiating a request)
  3. Team Suggestion (KM)

As we are thinking about the narrative, we want to frame it similar to the process of asking 5-why.  Want to learn more about 5-why?

5-why Process Flowchart

Leads to /or = HOW

Validation/Ranking: 

  • Problem Validation – KM team validates narrative
  • Criteria for solution – KM team coordinates and proactively define option sets.
  • Cost Savings Potential –KM team seeks estimated cost benefits
  • Ranking –KM manager ranks narrative to optimize cost and savings benefit potential.

Leads to /or = Value 

Document Outcome / Value Statement:

  • Effort to Risk Reduction by taking these actions.
  • Effort to Cost Savings / Supports “Flat to Down” efficiency models by taking these actions.
  • Opportunity for revenue by way of core, adjacent, trans-formative innovations.

If any mechanism exists to map or tie the story to a revenue generation opportunity, the narrative should seek to show these connections.

 

If you want to learn more about how narratives work.. just ask!