Are Leaders & Management Practices The Key Obstacles To High Performing Organisations?

2015 has been another year where I have found myself at the coalface of organisational change: digital transformation, customer experience, CRM and marketing automation….  What is the key ‘thing’ that has struck me?

The ongoing blindness of Tops and Middles, the messiness of effecting any substantial organisational change, and how Tops and Middles are often the biggest barrier to effecting this kind of change.

Allow me to illustrate what I am getting at by sharing a few passages from one of the best business books (Creativity Inc by Ed Catmull) that I read in 2015. by sharing the following with you (bolding is mine):

When it comes to creative inspiration, job titles and hierarchy are meaningless. That’s what I believe. But unwittingly, we were allowing this table …. to send a different message.  The closer you were seated to the middle of the table, it implied, the more important – the more central – you must be. The farther away, the less likely you were to speak up – your distance from the heart of the conversation made participating feel intrusive…. Without intending to, we’d created an obstacle that discouraged people from jumping in. 

Over the course of a decade, we held countless meetings around this table in this way – completely unaware of how doing so undermined our own core principles.  Why were we blind to this? Because the seating arrangements and place cards were designed for the convenience of the leaders, including me. Sincerely believing that we were in an inclusive meeting, we saw nothing amiss because we didn’t feel excluded.  Those not sitting at the centre of the table, meanwhile, saw quite clearly how it established a pecking order but presumed that we – the leaders – had intended the outcome. Who were they, then, to complain? 

It wasn’t until we happened to have a meeting in a smaller room with a square table that John and I realised what was wrong. Sitting around the table, the interplay was better, the exchange of ideas more free flowing, the eye contact automatic. Every person there, no matter their job title, felt free to speak up….. At our long, skinny table, comfortable in our middle seats, we had utterly failed to recognise that we were behaving contrary to …..

Over time, we’d fallen into a trap. Even though we were conscious that a room’s dynamics are critical to any good discussion, even though we believed that we were constantly on the lookout for problems, our vantage point blinded us to what was right before our eyes…… I went to our facilities department…. A few days later …. our new table was installed, solving the problem.

Still, interestingly, there were remnants of that problem that did not immediately vanish just because we’d solved it.…. While we’d fixed the key problem that had made place cards seem necessary, the cards themselves had become tradition that would continue until we specifically dismantled it. 

This is the nature of management. Decisions are made, usually for good reasons, which in turn prompt other decisions. So when problems arise….. disentangling them is not as simple as correcting the original error. Often finding a solution is a multi-step endeavour. There is the problem you know you are trying to solve  (think of that as the oak tree) and then there are all the other problems (think of these as saplings) that sprouted from the acrorns that fell around it. And these problems remain after you cut the oak tree down……

For me, the key to solving these problems is finding ways to see what’s working and what isn’t, which sounds a lot simpler than it is…… in a way I’ve been searching all my life for better ways of seeing. 

Ed Catmull, Creativity Inc

I invite you to notice the following about the way we – human beings – show up and operate:

  1. We automatically assume that our actions are in line with our beliefs;
  2. As long as it feels right for us we assume that it is right;
  3. We can be blind to that which is right in front of us for decades. Why? See point 2 above;
  4. The access to change is breakdown in the routine that changes lived experience – in the case of Ed Catmull finding himself having a meeting with the team in a smaller room with a square table and feeling the difference in the experience of communicating with one another;
  5. The nature of human life is entanglement – many ‘things’ are entangled with many other ‘thing’ – therefore, solving problems is much harder than creating them;
  6. The key to high performance of any kind is deliberately setting about creating situations which expose you to new situations, shift your vantage point, affect your feelings.  So if you want to know what it is like to be a customer then be a customer. If you want to know what it is like to be a call-centre agent then be a call-centre agent – regularly……
  7. Transformation  – business transformation, customer experience transformation, digital transformation – does not occur overnight. And it certainly does not come ‘out of the box’ whether that is through the strategists toolbox, the best practices toolbox, or the cloud software as a service toolbox.

Continue reading “Are Leaders & Management Practices The Key Obstacles To High Performing Organisations?”

On Customer Experience, Brand Values, and a “Sense of Honour”

Let’s start today’s conversation with the following passage:

By strategy, Bourdieu… does not mean conscious choice or rational calculation. The strategies employed by the Kabyle are not based on conscious, rational calculations but on a “sense of honour” that guides complex manoeuvres of challenge, riposte, delay, aggression, , retaliation and disdain.

The sense of honour derives from sets of dispositions that internalise in practical form what seems appropriate or possible in situations of challenge, constraint, or opportunity. Thus, choices do not derive directly from objective situations in which they occur or from transcending rules, norms, patterns, and constraints that govern social life; rather they stem from practical dispositions that incorporate ambiguities and uncertainties that emerge from acting through time and space. 

– Culture & Power, The Sociology of Pierre Bourdieu by David Swartz

Look at the organisation that you find yourself leading or working within and for.  Is there such a thing as a “sense of honour” present in this organisation? If there is then who and what is honoured? Is it the customer?  Is it the humanity of the folks that work in your organisation? Your partners in the value chain? The shareholders? Making the numbers, getting ahead, becoming the largest, beating the competition? VW is not the only organisation – just the latest one to be exposed for what the modern organisation is centred on.

So you have customer experience centred digital transformation vision. And associated programme plan. If you are going about this in a ‘best practice manner’ you have defined the objectives, listed the business capabilities you will need, identified the data and content you will need, the information technology applications (CRM, marketing cloud, e-commerce, CMS…) and the IT infrastructure. Oh, and I forgot, you have a bunch of folks busy on mapping and possibly even redesigning business processes. You may even be enlightened and looking at the people part of the puzzle / architecture.

What about the critical question? The “sense of honour”.  Who is busy generating the “sense of honour” required to genuine show up and travel (as experienced by the customer) as a customer experience centred organisation that consistently does right by customers: like produce/deliver the product you are actually selling (like Apple, unlike VW), like treat the customer as s/he wishes to be treated – with attention, with courtesy (like Zappos or John Lewis, unlike your ISP/telecoms provider),  like create a platform for customers to access critical information and tools so that they can help themselves when it makes sense for them to do so (like Amazon)?

 

It is at this point that somebody will come up with brand values. Or corporate values. This somebody will state that these constitute the organisation’s “sense of honour”. But do these constitute that customer-experience centred “sense of honour” I am talking about here?

Let’s be straight with one another. You know and I know that the brand values are stuff that is cooked up by the marketing folks usually to differentiate where really there is no differentiation. You know and I know that these brand values are primarily driven for image making purposes. You know and I know that these brand values are seen as fictions outside of the marketing department.

What about the corporate values plastered on mission, values, purpose statements and usually on the walls?  Let’s be straight with one another again: they are empty aren’t they?  The fact is that they are not embodied in the organisation by most of the folks in the organisation. And rarely are they embodied by the Tops that pronounce these corporate values. Most of  us see these for what they are: propaganda, delusion, or simply aspiration.

So what is my point? My point is that almost all of the organisations that I have ever encountered (worked for, consulted for, been a customer of) lack  a “sense of honour”. And certainly they lack a sense of honour that values genuine care and loyalty for the folks that do business with your organisation. What this means is that you can make all the changes you want in communication channels,  technologies, data, and business processes and you are unlikely to attain your desired outcomes: genuine engagement, genuine loyalty. Loyalty is born of sacrifice. Sacrifice does not come easily beyond the family. Which is why tribes and communities (usually numbering in the tens to hundreds) go to great lengths to cultivate a “sense of honour” and practical dispositions attuned to the “sense of honour”.

My advice? If you are the leader and you wish your organisation to be genuinely customer experience centric and call forth loyalty then embody the “sense of honour” that necessarily goes with such a stance.  And work on infusing all the people in your organisation with this “sense of honour” such that this sense of honour become a set of practical dispositions where anyone in the organisation will naturally do what is right for the customer in any given circumstance. If you are not up for this then I wish to highlight one of my key learnings over the last 25+years:

Old Organisation + New Technology = Old Org. + Trauma – Money

Enough for today, I thank you for your listening and wish you the very best. A la procaine.

Experience Engineering: How Do You Engineer Authentic Humanity Into The Customer Experience?

I have been working in Cheltenham for a few weeks now. I like, really like, the folks (at the client) that I find myself working with. It has something to do with their kind of accueil- a word that my French family often use.

Let’s just consider accueil. How is it translated?  It is translated as: welcome, reception, acceptance, hospitality. It is also used to refer to the home page of a website.

Many years ago I chose not to specialise – going against the dominant trend and advice. I chose to do what comes naturally to me: be a generalist. Today, that means I get involved primarily in some combination of digital transformation, customer experience, CRM, marketing automation, change leadership, programme management. And I get involved in one of many levels – from helping devise strategy through to drawing out the systems architecture.

Why did I share that with you? To set the context. Why?  Because the more I see of what organisations are doing under the CX umbrella and the way they are going about it, the more I find myself falling out with the whole CX thing. I also find myself disagreeing with many CX gurus – many of whom are self-appointed. It is not a domain where one can criticise and remain in the CX club – as I have learnt. That is ok by me.  I can criticise CX because I do not depend on it to make my living, build a reputation, or safeguard one.

Call it Customer Experience design, call it Service Design, call it Experience Engineering. Whatever you call it, here is my question: How do you engineer accueil – authentic, spontaneous, warm accueil?  How do the BPR/six-sigma folks (I always find plenty of them working under CX umbrella) engineer/standardise processes for generating authentic warm accueil?  Or let’s turn to the business change or HR folks, how do they train the frontline staff (who are often on minimum wage, or some of the lowest wages in the organisation, in the economy) to generate authentic warm accueil?  Let’s not leave out metrics – according to conventional dogma only what gets measured gets done. What metrics does one use to assess if authentic warm accueil is experienced by the experiencer: the customer, the guest, the employee, the partner, the supplier?

In my first week in Cheltenham, I found myself staying in the Holiday Inn Express.  I checked in late on a Sunday. Lady on check-in was polite, helpful (gave me ‘map’ of Cheltenham centre), and quick. The lifts were plentiful, clean, quick. Room was easy to find through the signposting. The room was clean and spacious. And as promised it was on the quiet side. The breakfast was in line with expectations for that kind of hotel.  The right folks ‘faked’ the right kind of smiles. And behaved in the appropriate scripted manner. In short, all was in line with a well run hotel in that class of hotel.

If I had to put it into words, I’d say that the experience engineers (through design or accident) had engineered a professional competent experience.  Did this experience evoke any kind of emotional bond to this hotel, or anyone in the hotel? No. Why?  The whole experience felt corporate – efficient yet inhuman.

One evening I returned to the hotel after a busy (full) day of consulting work.  I found myself keen to get changed and go walkabout around Cheltenham: walk, look around, check out potential dining choices, pick a restaurant. Problem: it was raining heavily and I had no umbrella. Further, the situation did not afford the purchase of an umbrella as it was about 7:30 in the evening.

Remembering that some hotels (of the expensive kind) stock umbrellas for use by guests, I approached the lady staffing the reception desk. “You don’t happen to have an umbrella I can borrow do you?”  Her polite answer? “Sorry, we don’t have any umbrellas.” Hope dashed. Mild disappointed – mild because I did not expect this kind of hotel to offer customers umbrellas.  Then the most amazing-delightful thing happened.

One of the employees working at the bar (which happened to be adjacent to the Reception desk) said “I have an umbrella, you are welcome to borrow it. Mind you, it’s girly. Are you ok with that?”  Then she went into a back room and handed me her own (private) girly umbrella. Surprise. Delight. Gratitude. I accepted her gift, thanked her, and promised to return her umbrella to her by the end of the evening.

Here’s the thing, I was so deeply touched (and continue to be touched) by this young lady’s humanity (kindness, generosity) and her placing her trust in me (without me having earned it first) that some deeply human dimension of me wanted to both to hug her. And to cry. Why cry? Cry of joy. Joy of what?  Joy that fellow feeling – genuine human compassion – is still alive in some people.  She did not know me. She did not owe me anything. She had no script to follow. In fact, if there was a script to follow I suspect it would advise employees not to lend their or the hotels private property to guests (customers).

It is the accueil – the acceptance, the welcome, the warmth, the hospitality of this young lady’s humanity in action that I remember and carry with me. I am moved by how she showed up. Her way of being makes me feel good about being a member of the human race. Gives me hope for the human race despite the savage/violent aspects of human existence.

Which brings me back to experience engineering and the question I posed: How do you build authentic humanity into the customer experience?  What I can tell you is this: you cannot do it by the means that most folks are using to design/engineer customer experiences: putting lots of channels in play, collecting lots of data (small and big) and using this to do ‘personalise content’ to do targeted marketing/selling, engaging a bunch of BPR/Six Sigma to redesign processes, handing out vision/value cards to employees, sending employees on training courses, using VoC measures (NPS) to reward/punish employees…..

If the quality of the accueil matters (and I say it matters a lot in service environments) then you have to deliberately attract and welcome folks who embody warm accueil in their way of being. And then you have to continually cultivate an environment/climate where 1) those in management roles generate that kind of acceuil for the folks working in the organisation; and 2) folks working in the organisation can agree or disagree with one another – passionately against a background of warm accueil for their fellow colleagues despite challenging their ideas, proposals, and behaviours.

Do this and you dispose your organisation to spontaneously and appropriately generate the kind of humanity/accueil that build genuine affinity with your organisation / brand.  And yes, the right tools, and behind the scenes processes can make it easier for your folks to deliver outstanding accueil.

Notice, the technology (tools) and process – are there in the background to serve your people.  Your people become real-time, flexible, experience engineers – treating different customers differently and even the same customer differently depending on the context.

Enough for today, I thank you for your listening.  Until the next time, I wish you the very best – may you receive and grant the kind of accueil that makes you proud to be a member of the human race.

 

 

 

 

 

 

 

 

Latest Musings on Customer Experience, Digital Transformation, and Agile

It’s been a while – quite a while since the last conversation.  During this period I have experienced that which I have experienced and in the process some aspects of human existence inside organisational worlds have revealed themselves to me. Today, I wish to share a few of the experiences and revelations.

Some Matters Call Louder and Make Bigger Demands

This has been the year that I have found myself involved in digital transformation visions and initiatives aimed at designing and delivering compelling  omnichanel customer experiences. So my work has taken me across Europe. That has meant a lot of travel: taxis, airports, planes, more taxis….. Towards the end of September that travel became too much for my back. If I sat down I could not get up unaided.  What did I do?  Did I do as my advisers advised?  Did I stop this way of existence?  Did I take it easy?  Did I take time off work to let my back heal?

No. I continued working. The exception that I made because I had to make it was to cut down on the travelling. To do as much as possible working from home. When that did not work and I found myself forced to work from home, I worked from home. To even do that I had to take medicines. Medicines to ease the pain and make it possible for me to work – usually and mostly by standing up for hours at a time. And when the work was over (for that day) I took medicines to relax certain muscles by putting me to sleep.

Apart from the work of working and honouring my commitments to clients and colleagues, I cut everything else out. That cutting out included spending time with the family. It also included cutting out any and all matters that go into thinking about and sharing the conversations that constitute The Customer & Leadership Blog.

Why is it that I cut everything out except work – the very thing that my advisors told me to cut out?  Why did I put the emphasis on today (work that needed to be done) and not tomorrow (restoration to full health)?  The honest answer is simply that the matters of today (work) made a stronger call-demand-pull on me than the matters of tomorrow. Why? Because dealing with matters of today (the work that needed to be done on initiatives that I was deeply involved in) generated the income that funds my lifestyle – and that of those who depend on me.

What does this have to do with digital transformation efforts focussed on enabling client-centricity (single customer view, pull as well as push) and great omnichannel experiences?  A good question.  Here is the answer. These efforts are focussed on creating a future – for some a desirable and compelling future. Yet these efforts are starved of attention and critical resources. Why?  Because the day-to-day operational demands of the business – to keep it working and generating the necessary revenues and profits – make stronger calls/demands on the folks in the business. As such they suck and deeply enmesh the very folks that are needed to create the future. So the digital transformation journey turns out, for many organisations, to be that much ‘harder’, longer, and troublesome than the visionaries and architects imagine.

There Is A Big Difference Between Beginning / Doing CX-Digital Transformation and Truly Doing CX-Digital Transformation!

How can I best convey that which I wish to convey here? Perhaps it is best for me to share the following passage with you:

My solo three months hike on the Pacific Crest Trail had many beginnings. there was the first flip decision to do it, followed by the second, more serious decision to actually do it, and then the long third beginning, composed of weeks of shopping and packing and preparing to do it. There was the quitting my job …. finalizing my divorce… selling everything I owned…… There was the driving across the country… and a few days later, catching a flight to Los Angeles and ride to the town of Mojave and another ride to …….

At which point, at long last, there was the actually doing it, quickly followed by the grim realisation of what it meant to do it, followed by the decision to quit doing it because doing it was absurd and pointless and ridiculously difficult and far more than I expected doing it would be and I was profoundly prepared to do it.

And then there was the real live truly doing it.

The staying and doing it, in spite of everything, In spite of the bears and the rattlesnakes and the scat of mountain lions…; the blisters and scabs and scrapes and lacerations. The exhaustions and the deprivation; the cold and the heat; the monotony and the pain; the thirst and the hunger…..

Cheryl Strayed, Wild

Agile: The Latest Corporate Delusion?

What kind of people have we become? People who want it easy, painless, fast and if possible entertaining.  Further, we are people who are woeful at thinking. Really thinking – looking beyond the surface to see the genealogy of ideas, principles, methods, and practices to enrich our understanding of what it is we are talking about, dealing with.  I am clear that this is clearly the case with Agile.

How can I put this bluntly?  When I was a teenager, played tennis, enjoyed tennis, wanted to become better at tennis, and idolized Bjorn Borg I rushed out and bought a Donnay tennis racket.  That racket did not turn me into a championship winning tennis player.  Want another example? Certain matters are they way they are – they require time, effort, involve pain, making sacrifices…… and adding agile those matters does not magically get rid of this time, effort, pain, sacrifice…. Take pregnancy and the nine month process of giving birth (hopefully) to a health baby.  Add Agile to pregnancy to make it Agile Pregnancy. What difference does this make in the real world of those who become pregnant?

Based on my experience I say that adding Agile to your CX or Digital Transformation will not deal with the matters I have raised in the first two points: the primacy (pull) of the existing business and day-to-day operations; and the matters raised-shared by Cheryl Strayed.  What it will do is to delude you into taking on matters that you may not be well positioned-disposed to take on. And fail to deal realistically with the real hurdles in a pragmatic manner.

I thank you for your listening. If you missed these conversations then I say please know that I missed ‘giving birth to them’ and sharing them with you.  As the French say “A la prochaine” – until the next time…

Leadership Involves Mastery of Initiative Conversations

Effective Leaders Excel At Initiative Conversations

I say that a leader is s/he who brings about a future that wasn’t going to happen anyway. I also say that human beings are beings who live in-through language. This leads me to conclude that a leader is s/he who is a master of using language to bring about a future that wasn’t going to happen anyway. This begs the question, what kind of language? To bring about a future that wasn’t going to happen anyway a leader has to take the initiative and effect change in the present. This means that a leader has to excel in the art of Initiative Conversations.

An Enquiry Into Initiative Conversations

At this point you are likely to want me to define an ‘Initiative Conversation’. Here’s the definition:

An Initiative Conversation is a proposal to create a new future, with the intention of making the future a reality. What makes an Initiative Conversation unique is not that it is a way of talking about starting something. It actually does start something.

– Jeffery and Laurie Ford, The Four Conversations

I am aware of the limitation of definitions, so allow me to bring this definition to life by giving you an example of an Initiative Conversation:

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. No single space project in this period will be more impressive to mankind, or more important for the long-range exploration of space, and none will be so difficult or expensive to accomplish. Let it be clear … that I am asking Congress and the country to accept a firm commitment to a new course of action, a course which will last for many years and carry very heavy costs. If we are to go only half way, or reduce our sights in the face of difficulty, in my judgement it would be better not to go at all.

President John R. Kennedy speaking to joint session of Congress on May 25, 1961

What Makes Initiative Conversations Necessary?

In my conversations with my children I often say “The being of man, your being, my being, is not the being of this table right in front of us!” What do I mean by that? Allow me to shed light on that by sharing the following with you (bolding mine):

The twig has no relationship to it’s future, drifting passively in the wind.

People are not twigs: we can create a future by design. We have desires or intentions, goals or plans, and can have an active relationship to the future….. When we become active and intentional about our future, we can deliberately choose to make something happen… The desire for something better is characteristic of human beings. 

To make your goals a reality, begin by having Initiative Conversations: announce the future you want to achieve, and invite other people to join you in making it happen

Initiative Conversations are proposals that share an idea for an attractive and worthwhile future, and show people the possibility and the value in fulfilling it…. In many cases, the Initiative Conversation goes beyond informing people, and begins to engage them and excite them about being part of making something happen….

– Jeffery and Laurie Ford, The Four Conversations

How can you tell whether you have held an effective Initiative Conversation or not? Simple. An effective Initiative Conversation does more than inform or provide direction. An effective Initiative Conversation moves the people taking part in that conversation! The people are moved as in excited by the new future and being so excited they are moved to enter into the ‘arena’ where work has to happen to bring about the new future. At a very human level, you/i feel it: there is a certain energy, a certain buzz.

What Are The Constituents of An Initiative Conversation?

1. What-When-Why

The following three elements make up the heart of an Initiative Conversation:

1. What is to be accomplished (the desired outcome);
2. When (date-time) are we committed to accomplish the desired outcome; and
3. Why does it matter that we generated the desired outcome by such a date-time?

Regarding these elements I share the following advice with you:

What
The What element …. needs to be brief and compelling to attract the intended audience.

When
Every goal needs a timeline – that is what makes the new future a specific event instead of an abstract idea.

Why
The value of an initiative needs to be spelled out clearly for everyone, especially when it requires financial or material resources, or causes people inconvenience or extra work. Why is a value statement that provides the context for the change and allows people to choose to spend their time, money, and effort to reach the goal.

– Jeffery and Laurie Ford, The Four Conversations

2. Who-Where-How

Let’s imagine that you have thought through your What-When-Why. Are you now in a position to out into the world and hold Initiative Conversations? No. You need to think through the Who-Where-How:

Before taking your initiative on the road, consider Who needs to hear the message, Where the resources are, and How the work might get done.

– Jeffery and Laurie Ford, The Four Conversations

How much work do you need to do in this domain? Do you need to have fully fleshed out stakeholder management plan? Do you need a fully fleshed out business case and inventory of resources required? Do you need a detailed MS Project Plan running into hundreds, even thousands of tasks, that will send just about everybody to sleep? No. Just need to do enough to show that you have thought through what it will take to bring about the desired future:

Who Needs to Participate?

Identify all the different individuals and groups you believe will be needed to accomplish the initiative. Who could do the work? Who could provide the resources? Who will receive the benefits? Who needs to authorise, approve, or regulate some aspect of the initiative? This is your first guess, which you will probably continue to revise as you go forward….

Where Will The Resources Come From? 

The process of taking an idea through an implementation process to its fulfilment requires resources….. consider what resources are likely to be required and where they might come from. Where could you get the money, the people, and the tools?

How Might The Work Get Done?

Even though you do not need a fully detailed work plan at the initiative stage, it is helpful to think through what might be involved in accomplishing what you are proposing…. The objective is to begin sketching out what you think will be required… suggestive rather than definitive. The prime benefit of doing this task now is that it lets you see where you need input and ideas from others …..

– Jeffery and Laurie Ford, The Four Conversations

3. Hold The Initiative Conversations And Keep Holding Them

When you have both the What-When-Why and the Who-Where-How then you are in a good place to hold Initiative Conversations through a variety of communication methods. When you hold these Initiative Conversations I counsel you to heed these wise words (bolding mine):

The important thing is to include everyone who might have a direct or an indirect contribution to make to the fulfilment of the vision. You want to give people an opportunity to learn about the initiative and think about how their own activities and environment will change. Your goal for Initiative Conversations is to get people talking….

You will probably say this same initiative statement (What-When-Why) many times. One important job for the leader is to keep the big-picture goals alive for people by repeating them as the initiative progresses towards completion. Initiative Conversations tend to have short lives. Even when things are going well, people get caught up in their local details, and the big picture fades from view, so they need frequent reminders about the purpose of their labors.

– Jeffery and Laurie Ford, The Four Conversations

What Does This Have To Do With Customer Experience Transformation?

I invite you to consider that most organisations doing Customer stuff (CX, CRM) fail because the folks in leadership positions fail to plan for and hold effective Initiative Conversations. These ‘leaders’ fail to move the folks through communicating a compelling-energizing-uplifting What-When-Why.

I also find that many ‘leaders’ fail to do a good enough job of the Who-Where-How. Consider the Who. Is it not the case that when it comes to organisational change only the favoured circle are included, really included, in the Initiative Conversations; most of the folks who will do the work and whose lives will change (usually dramatically) are treated as pawns to be moved around the organisational chess board.  Consider the questions of resources (Where) by using an airline analogy. In the airline business one does not have folks flying planes with say 90 units of fuel if 100 are needed to get to the destination. In organisational worlds that I have witnessed, I have found it is common for those charged with implementation to be given only 80 units when 100 are needed, and then for these folks to be punished when they ‘resist change’ or do not bring about the desired outcomes. Consider the How: how often is it that folks that dream up visions, develop strategies, and mandate change do not adequately grapple with  how the work of change will occur  thus storing up trouble during the implementation phase.

And Finally

I thank you for your listening to my speaking. I look forward to listening to your speaking if you choose to speak by commenting.  I wish you a great day and ask that you cause this weekend to be a great weekend for you and all whom you touch. Why not hold Initiative Conversations about what really matters to you, with the folks that matter?  Initiative Conversations are just as relevant in the personal domain as they are in the business/organisational domain.

Please note an earlier slightly modified version of this conversation was published in May 2015 at CustomerThink.com as part of the  monthly Human-Centred Leadership column.

Are There Are Any Flaws In Today’s Hot Theories on Leadership?

What does it take to cultivate strong relationships with the folks that you find yourself leading or managing?

As I listen to the folks in HR, and those that talk leadership, it occurs to me that a specific style/approach is being advocated: be nice to folks, listen to them, don’t lose your calm, delegate/share power, make them feel they matter…  If this is the case then how is it that Steve Jobs is held up as one of the most effective business leaders of all time? Steve Jobs, at least what I know of him, was not the exemplar of this approach.

We can ignore anomalies, breakdowns/holes in our existing take on reality, or look into them, explore and learn. Today, lets take this breakdown to see what it might conceal. As it happens this was a matter that I was grappling with whilst I found myself incapacitated for 4-5 weeks. I’d like to share with you what showed up for me. I invite you to listen to the words of Douglas McGregor as spoken in his book The Human Side of Enterprise (bolding mine):

Many subtle behavioral manifestations of managerial attitude create what is often referred to as the psychological “climate” of the relationship. During childhood ….. each of us acquired a high level of skill in perceiving aspects of parental behavior which told us whether everything was “all right with the relationship. Even very small children are amazingly sensitive to quite unconscious manifestations of parental attitudes of acceptance or rejection...

Granted that the subordinate’s dependency is far less in the employment relationship, it remains materially true that his ability to achieve his goals is materially affected by the attitudes of his superiors….. The climate is more significant than the type of leadership or personal “style” of the superior. The boss can be autocratic or democratic, warm and outgoing or remote and introverted, easy or tough, but these personal characteristics are of less significance then the deeper attitudes to which his subordinates respond. 

What Do You Get When You Swear At, Drive, Discipline, Dictate At Those You Lead?

Let’s continue this conversation by listening to Douglas McGregor share an anomaly that he encountered at a manufacturing company (bolding mine):

The mechanical superintendent in a small manufacturing company was the prototype of the “bull in the woods” manager. He swore at his men, drove them, disciplined them, behaved superficially like a Napoleon. He was the despair of the staff group who were carrying on a program of supervisory training in human relations. Yet, oddly, his subordinates appeared to have high regard to him. They said, “Oh is bark is worse than his bite.” Morale and productivity in his department were both high.

Let’s stop here for a moment and reflect. Here we have a real life example that goes against the conventional wisdom of human-relations – at least the wisdom advocated by leadership gurus, and HR advisors/practitioners. What is going on? How is it that someone who swears, drives, acts like Napoleon calls forth high regard, morale and productivity from the very folks he is swearing at, driving and disciplining? I say we are back to Steve Jobs and the question that I posed at the start of this conversation.

Is Effective Leadership Limited to Creating a Deep and Satisfying Emotional Certainty of Free Treatment?

I invite you to listen some more to the words of Douglas McGregor (bolding mine):

Probing revealed some significant facts. He was known as a “square shooter” who dealt with his men with scrupulous fairness. Despite his superficial toughness he was sincerely and warmly interested in his subordinatesWhen they were in trouble – whether it was a simple matter of a few dollars to tide a man over until payday, or a family crisis – he helped out in matter-of-fact way that left no uncomfortable feeling of being patronised.

Most important of all, he was known to be ready to go to bat for his men on any occasion when he felt they had not been accorded a fair break by higher management. The men spoke with awe of two occasions during a ten-year period when he had stormed into the office of the big boss to demand that a decision be altered because it was unfair to “his boys.” When he was refused in one of these instances, he resigned on the spot, put on his hat, and left. His superior actually followed him out to the gate and capitulated.

Douglas McGregor concludes his take on this superintendent and his leadership/management style with the following words of wisdom:

His managerial attitude cuts across authoritarianism, permissiveness, paternalism, firmness and fairness, and all the other “styles” of management to create a deep and satisfying emotional certainty of fair treatment.

It occurs to me that Douglas McGregor’s take on leadership/management accounts may just account for the success of Steve Jobs as a leader/manager. From what I have read, Steve Jobs surrounded himself with A players: those that showed up as A’s were treated as As, those who did not were pushed out.

I Find Myself Disagreeing With Douglas McGregor. Why?

How is it that I find myself left uncomfortable and in disagreement with Douglas McGregor? I say that the ground upon which the exercise of human-centred leadership occurs is ‘care’: genuine care for the wellbeing of one’s ‘boys and girls’. Care is more than fair treatment. And is illustrated by this superintendent in two ways. First, when “his boys” were in troubles he helped out “in a matter of fact way that left no uncomfortable feelings”. Fair treatment in the workplace does not require one to lend money to the folks you are leading or help them out with family crises. Second, he resigned. Fair treatment would require that the superintendent go to bat for his boys – to make the case. It does not require one to resign. So how does this resignation show ‘care’? It occurs to me that it shows the other (usually hidden side) of care: care for one’s stand in relationship to what will and will not stand for. In his case, the Superintendent was not willing to stand for anything less than fair treatment for “his boys”. I bet that “his boys” were proud to be called “his boys”.

Note: this conversation is a modified version of the conversation published earlier at CustomerThink.com

What Is The Single Most Critical Factor in CRM / CX / Digital Success?

Recently I was pitching for new work and the question that keeps coming up came up. This question is alway some form of “What is the single most critical factor in ……..?”   Examples include:

  • What is the single most critical factor in coming up with a great strategy?
  • What is the single most critical factor in CRM / marketing automation success?
  • What is the single most critical factor in customer experience success?
  • What is the single most critical factor in making a success transition into a digital business?
  • What is the single most critical factor in effecting organisational change?
  • What is the single most critical factor in managing CRM projects and programmes?
  • What is the single most critical factor in getting folks to adopt new systems?

You get the idea.  No matter the domain, sooner or later a client will want to know what is the single most critical factor to success.

If find it interesting how it is that intelligent folks ask such a stupid question – with no awareness as to what makes this a stupid question. Do you get what it is that makes this question stupid?

The assumption behind this question is that the world, in which we find ourselves, is simple, silo’d, and linear.  It assumes that the when it comes to dealing with challenges (and creating new futures) you can identify, isolate, work on one key factor – and this will ensure the desired outcome.  It assumes that this factor is invariant across time – that it is always the same one thing that matters most irrespective of time, situation, context…

What if the challenge that we face is similar to the challenge that the juggler faces? The very nature of juggling involves juggling many balls at the same time. As such, does it not involve competence in using a wide angle lens to keep track of all the balls? And at the same time, focusing on the one or two balls which are at the forefront at the moment in time? And at the same time keeping one’s attention over the environment in which one finds oneself in: the audience, the surroundings, the weather….?

I say to you that what makes CRM, customer experience, digital marketing, digital business, marketing-sales-service effectiveness challenging is that there is no single factor that is critical to success!  I say to you that no ‘guru’, no consultancy, no vendor has the magical recipe that takes the messiness out of life and guarantees a quick-easy journey to success.

So what is it that you have to put into the CRM, CX, Digital game?  You have to start working on that which needs work. You have to attract the right folks to work with you on your challenge / desired outcome. You have to get hold of the necessary resources. You have to be attuned to that which is going on within and around you. You have to accept-embrace failures. You have to fail your way to success by keenly attuned to the visible and the invisible and making the necessary corrections as and when these are called for.  You have to give up the stupid notion that there is one single most critical factor to success. And you have to continuously free yourself (and others) from the addiction to the short-cut.

I say to you that it is foolish to search for and focus on that one most critical success factor. I say to you even more foolish than this foolishness, is the foolishness of searching for and fixating on some magical potion: approach, methodology, technique, technology… I say to you that any person that offers you a single most critical success factor or magical potion is either a fool or a charlatan.

I invite you to consider that there is no single most critical factor in CRM / CX / Digital success!  Enough for today, I thank you for listening.