Strategy for Today

Prepared for the Canadian Marketing Association, August 2012.

The role of Strategy is more important than ever.  Business is bigger and more complex than ever, competition is rampant, categories blur, communications can be chaotic, audiences are dispersed globally and most of our major systems are in states of major disruption.  In this environment, formal, diligent attention to Strategy is non-negotiable.

But ‘Strategy for Today’ is a different beast than it was even a decade ago.  While strategy has always had to be smart, in the last few years there has been a noticeable shift from a desire for lengthy, convoluted strategy, and strategic documents, to a request for concisely distilled strategy.

‘Strategy for Today’ must be smart, of course, but today, it must also be simple.  This is the biggest demand and requirement I have identified coming from all manner of clients in today’s market environment – that smart strategy be made simple. 

I have stated my belief that strategy is critical.  And it must be smart, obviously.  It must capture goals and objectives: organizational, of the business, and of specific discipline areas.  What are we trying to do?  What are the needs we understand intimately and will address? What is the vision that adheres us? What is our point of difference: our meaningful, compelling role to play in the market ecosystem?  Why is it credible? And then how do we convey it? To whom? When? How? In what manner?

To arrive at this understanding is not an easy process. To do it well means embracing complexity, understanding broadly and deeply the factors at play, distilling, shaping and setting direction. It means having a strong handle on the data, an intuitive visionary view to future possibility and the language and emotion to capture how it can be brought to life.  It is by no means an easy task.

But most importantly, when all is said and done, ‘Strategy for Today’ must wade through this complexity and be made simple.

‘Strategy for Today’ can not have the output of a 100-page, inked document, formalized, set in stone to be blindly adhered to. 

More and more, the demand and requirement is to capture the strategy in a phrase, in a page, in an image even.

Why? Because ‘Strategy for Today’ is a different beast, critically operating within a changed market environment.  ‘Strategy for Today’ must be able to be responsive, to evolve, and to be shared.   Which is why it is so important that it be made simple.

In my practice, this requirement of ‘Strategy for Today’ made simple has very tangible implications.  It means that when assigned a project, I go deep into understanding: researching, question-asking, collaborating, and ideating.  I share, review, consider, re-consider and solicit feedback on a continual basis.  And I make decisions, distill, shape and set direction.

But the process does not end there.  ‘Strategy for Today’ is not complete until it can be conveyed simply: in a 30-second elevator ride, in an at-a-glance strategy document, with the perfect representation of image and language.

Because it is with this ‘Strategy for Today’, smart AND simple, that organizations can actually respond to, evolve, share, and ultimately use strategy to guide them to success.

On Collaboration: Part Two

Prepared for the Canadian Marketing Association, February 2012.

In On Collaboration: Part One, I introduced some personal perspectives on the concept of Collaboration.  And while I noted the infancy of our academic understanding of the concept, I mentioned my discovery of one journal article in particular that had captured my attention.

Authors Fiore, Rosen, Smith-Jentsch, Letsky & Warner (2010) wrote Toward an Understanding of Macrocognition in Teams: Predicting Processes in Complex Collaborative Contexts.  The authors of this article put some science around the murky concept of Collaboration. And they share some validated guidance for how to help make Collaboration happen productively.

They identify five keys to collaboration, keys which you might want to apply to your own collaborations:

Collaboration Key #1: Externalized Cognition

A fancy term, yes.  But externalized cognition simply refers to the degree that knowledge is made external beyond each individual within a team and hence shared amongst a team.  Examples of externalized cognition could be as simple as white-board mapping of thinking for other team members, or note-taking that then is shared amongst them. The degree with which this happens - that cognition is externalized - is a contributor to productive outcomes from collaboration. So, next time you are bringing a group together, be sure to fill that white board up with the fruits of the conversation. Take notes, and share them. Consider what ways you can bring physical form to the group's cognitive work.

Collaboration Key #2: Team Cognition

Team cognition occurs when the team has been able to establish individual roles for each member, so that unique skills can be applied to a problem in a coordinated way.  In outcome, the team comes to operate like an “information processing unit”. The best example I can think of to illustrate this is the way players on a football team play.  The quarterback calls the play, and is responsible to make the throw, while the defense-men work to clear the path for the forwards trying to make the catch and get across the line. The team players operate as a coordinated unit. When you build a team, are you conscious about bringing together a skill set of people, with individual and diverse strengths that together can form a unit? And is it clear that each 'player on the team' has a specific role to play as a part of that team?

Collaboration Key #3: Group Communication Orientation

The authors note that performance improves when group communication is clearly oriented to the task-at-hand.  You can all imagine the times when groups get sidelined by personal differences, opining, or even debating formatting of documents.  Improved team performance outcomes come from focusing group communication on the problem to be solved.  Even more specifically, improved outcomes come from a majority of time allotted to defining the problem at hand.  Poor outcomes resulted when groups spent time working on solutions before giving adequate attention to problem definition.  And perhaps counter-intuitively, spending time considering negative possible outcomes contributes to improved performance as well. The next time you pull a team together, remember this: ensure communication is focused on the task explicitly.  Carve off diligent time to consider the problem before any consideration is given to possible solutions.  And be proactive about considering all potential outcomes, including, importantly, the negative ones.

Collaboration Key #4: Collaborative Learning

A fourth key to collaboration is collaborative learning, which refers to how well groups “share, store and retrieve” learning.  This is quite straightforward to explain though not necessarily to achieve.  It requires an efficient means around which learning is shared and leveraged across the team. There are many collaboration tools: think Skype, Google Groups or Google Docs and of course the ever-reliable collaboration tool of face-to-face time. And do note that there is a difference between sharing data or information or documents and sharing ‘learning’. While data, information and documents matter, it is key is to facilitate the sharing, storing and retrieval of the group's learning. When putting together your next team, seek to define the collaboration tools and the face-to-face touch points that will serve the sharing, storing and retrieving of the group's learning.  And then use them diligently.

Collaboration Key #5: Knowledge Building

The final collaboration key is knowledge building. This is a more detailed idea that requires a deeper understanding of the differences between data vs. information vs. knowledge. Very briefly, data transforms into information when it becomes contextualized and information then becomes knowledge once connections are made between pieces of information. A key to successful collaboration is in the team's ability to achieve this process of Knowledge Building: to take data, transform it into information and then to transform that information into knowledge.  

My goal here was to provide some academic understanding about the science of collaboration in a way that you might be able to apply it to your immediate team-work activities. 

Let's Make Communication Products

What might a “Communication Product” Be?

I’ve mentioned a few times that I’ve been thinking about “communication products” lately. This is mainly because I’ve noticed a hyperbole of activity in marketplaces around the world: activity centered around “innovation” and activity directed towards making things.  Many of these things are tech-based products like mobile apps, and new digital platforms of myriad sorts.

And then I’ve noticed a second hyperbole of activity, around promoting these new products, promoting them for the purposes of securing funding to develop them, then promoting them once in beta mode to garner early iteration and promoting them once live for revenue.

So it seems that we have a proliferation of innovative things being made, and a consequent proliferation of promotion surrounding these things. And this is all contributing to the already unprecedentedly (new invented word) difficult current environment in which to stand out.

So we have “products”: made-things like an app, a digital e-commerce platform, a film, an album, being made… “things” that might well be of value to someone, be fun and compelling, be revenue generating positive contributions to the market system and the makers. But the airwaves are overwhelmed with promotional pathways.  Overwhelming on Twitter, Facebook, in radio spots and TV spots, in events, cross-promotions, and so on and so on.

And hence that thinking about I’ve been doing a lot of lately. What if we built more “communication products”?

So, what is this “communication product”?

 It’s an ingoing intention, by-design, whereby the communication of a product is completely and proactively, upfront, integrated into the development of said product. 

So where now we build and then we promote, with a “communication product”, these two activities come together, whereby the communication of the product is an essential part of the product itself: the “story” of the product is a fundamental component of the product itself.

A “communication product” would, by-design, in development, bridge a connection between the made-thing and its potential audience, creatively, meaningfully, in a compelling way.

How to get there? How to introduce this possibility into the development of made-things?

-       First answer what you make? Take a game; it may be a game, but is it a way to pass time? Is it a way to build cognitive skill? Is it a way to bond parents and kids? Is it a journey into the imagination? Is it a means for competition?

-       Second answer who you make it for? Is it for older women who might be lonely? Is it for intellectuals? Is it for dads and their daughters? Is it for creativity fanatics? Is it for competitive extremists?

-       Then think about the communication bridge? How can you integrate a communication bridge that conveys a story about passing time to older women who are lonely? How can you integrate a communication bridge that conveys a story about building cognitive skill to intellectuals? How can you integrate a communication bridge that conveys a story about parent-child bonding to dads and their daughters? How can you integrate a communication bridge that conveys a story about the imagination to creativity fanatics? How can you integrate a communication bridge that conveys a story about competition to competitive extremists?

And the key thing?  Think about this in development, by-design, not after the fact.  Make it an essential component of the building of the made-thing. 

In the possibility proposed, the made-thing takes on a broader meaning right from inception. The story is an essential part of the development.  So there’s no need for the build-then-promote strategy because the made-thing already has the pieces built into it for cultural salience; it already has the components that will stimulate story-telling. And the made-thing comes along as the principal rider. That’s how a made-thing becomes a “communication product”.

Is it feasible? Would it work? What do you think?

Item #67: T.I.M.E. for a new C.

Today I am thinking about Co-Working.

Is it future or is it fad? This is the question I have considered myself and asked of others.  Let me boldly conclude that I do believe it is future. 5 constructs are shaping the emergence and the sustainable potential that co-working presents.  They come together to suggest that it is T.I.M.E. for a new C.

What makes it T.I.M.E. for a new C.

T: Technology proceeds at a warp speed pace to get better, stronger, faster, smaller, more affordable, and easier to use. Yesterday, the lease end inspection for my car took place in 20 minutes with the inspector’s car serving as his very equipped office.  He took photos, recorded data, did a diagnostic, loaded it all into a laptop, completed a data analysis, provided me with a lease end report including costs for multiple alternatives, printed me out a paper report and sent a version to me by email, all from the front seat of his car in less than 20 minutes.  That’s technology today; no office required.

I: Innovation rules.  It is the key to our future and the single most important dynamic driving the public sphere right now.  How will we re-imagine our broken systems and pave new paths for our economic system, our financial system, our global relations, our social systems, our consumer model, our politics and more? The expectation is that only through the embracing of innovative approaches and the audacious pursuit of innovative solutions can this be possible. Innovation tends to emerge from smaller pods of activity, where non-like meets non-like to produce something un-like ever before.  It is very questionable that the old organizations we have all been working in for the last fifty years can provide this environment.

M: Mobility is the mantra of the millennial generation, and increasingly of the masses.  Rampant air travel means many of us are able to be much more mobile than ever before.  The smartphone means we are only tethered to our pockets or our purses whereby powerful communication technology is merely at arm’s reach.  The world is figuratively and factually our oyster, and we are not only embracing the opportunity, but we are becoming very quickly accustomed to the ability to be mobile. To be detached and entirely attached at the same time is now an expectation and a need versus a desire or a want.

E: Entrepreneurialism is all the rage – it seems.  Steven Harper declared 2011 to be The Year of The Entrepreneur.  I think that was just recognition of what is rapidly becoming a commonplace job title.  Many of the dynamics discussed above are conspiring to make the conditions ripe for entrepreneurial activity.  The notion of exercising one’s creativity and vision in an act of enterprise is even more appealing given that the tools and the context is there to support the desire.  Technology is making it possible.  Governments are supporting the activity financially.  And the chief product of entrepreneurs – innovation – is in demand.  Entrepreneurs work different and they will need the spaces that can meet this need. 

For a new C.

The Old C: Is ‘the corporation’, the corporation as understood in traditional conceptual terms.  The place one goes in the morning and leaves at the end of the day.  The place where hierarchical systems of managers and workers are organized to plod through fairly repetitive orderly days.  The place where a paycheque is guaranteed and eyeglass purchases are covered. 

The New C: Is the collaborative workspace.  A place where entrepreneurial-minded people of multi-disciplinary interests convene. A place where inspiration, imagination and collaboration rule.  Where technology facilitates. Where mobility is championed.  A place where creativity is cultivated and innovation emerges.  A place of the future: the new office.

Co-working. 

In the collaborative workspace. 

The office of the future.

Where we will work differently and, yes, work better.

That’s what I am thinking about today.

Item #66: Life After Social Media

I had the pleasure of spending four eye-opening days in Los Angeles last weekend.  It wasn’t the city that opened my eyes, though; it was the company.  I spent four days with seven other ladies, the least I’ve known for 15 years, and the most I’ve known for 35 years.  But that’s another, separate, and glorious, story.

These women rigidly extracted me from my days of face-in-a-computer, achieve-achieve-achieve planning, anxiety inducing presentations, and interpersonal collaboration challenges to remind me of the things that actually matter to the majority of the world.  I might have lost sight of that a little in the myopia of my day-to-day. 

But this is a post about Social Media, so what’s the relationship?

Social Media has dominated conversation, particularly amongst marketing, advertising and communications types for at least the last five years.  Zuckerberg paved the path with his arrival on the scene via Facebook, believe it or not less than ten years ago.  Since then, there’s been an animated fixation on Twitter, Instagram, LinkedIn, Google+, Pinterest, Path, Rdio, Spotify, and the lengthy list goes on.

Without question, there have been the monarchic players in the kingdom of social media, namely King Facebook, Queen Twitter, Prince LinkedIn, Lord Instagram and Duchess Pinterest, which arrived like Princess Diana with a flourish only recently.

But let’s pause and take the airplane perspective here for just a moment: who drives use, growth and success of these social media platforms?

Many social media platforms have thrived off the buzz created by media and niche users in the marketing, advertising and communications fields, but I contend that the future belongs to those platforms who can deliver impenetrable value to the mass of users – people like those seven women I mentioned earlier.

I have noticed a ghost-town-ization (Robert Scoble, 2012) of some social media of late. Twitter is much quieter.  In contrast, it seems Facebook is a little bit more active.  Pinterest took off like a lightening bolt, compeling the Martha Stewart inside millions of citizens to share loveliness.  LinkedIn retains a steady level of importance in its singularity as a valuable professional networking tool.  And Instagram, well, we can only pontificate, but without the acquisition by Facebook, Instagram probably would’ve run through the consumer adoption cycle in record time and landed in the history books along with MySpace. Can we call Path a success? Soundcloud? Google+? Foursquare? Debatable on all counts, I think.

So what’s with the ghost-town-ization of some social media; is it real? I think so, and I think it plays right back to the eye-opening four days I recently spent in Los Angeles.  What matters to the masses of people that social media needs to work for is their lives. The health and happiness of self and other loved ones, and the other essential part of the masses lives, their work. 

It seems to me that the ghost-town-ization of some social media is because people really just want to get back to life, life as characterized by Love and Work (Freud was right).

And so, as people tire from too many options and too little time, and just want to get back to life, only the social media platforms that recognize this and create a sustainable, distinct and useful place in these people’s lives will prevail.

The ONLY social media platform the seven women I was with peeked in on was Facebook, because it is there that they can check in on their ‘life’ with their loved ones.

LinkedIn has its place in the future as the most useful professional networking service, to help people be successful in that as-yet-irreplaceable part of life called Work.

Instagram has wisely been acquired and will now become a natural part of the already entrenched Facebook, to bring a new level of texture to getting back to life.

I fear Twitter is hitting a rough patch…that it needs to uncover its value in this reality of settling priorities.  It has never been the go-to-platform to connect with those you care about; again, that’s Facebook. It is at current quite simply trying to play too many diverse roles as: a) a location and means for information-sharing, largely professionally related, b) a channel for self-promotion, c) a weak social community, d) an entertainment channel, and e) a photo posting tool.  Some of those services have the opportunity for a distinct place in the part of life called Work; some are simply second-rate to Facebook.  So what can Twitter be in this world where people just want to get back to their lives of love and work?

I believe the ghost-town-ization is real, that people are exiting social media in time spent, and in investment level.  They are getting back to life, to love and to work.  Its role is moving from faddish growth to converged value.  The social media platforms that survive will need to define and deliver meaningful value in people’s lives, by either supporting that which they love or their work. And only a few will win.

Hopefully the title of this post wasn’t misunderstood. There is life after social media; it looks a whole lot like the life we’ve always known.

Item #65: The Big D's

Today is dedicated to the letter D: a critical component of the words "Dynamic" and "Discuss".

These aren’t just D words, these are Big D words.  Here’s why.

There are many ‘Big D’s’ being actively discussed and debated in media, boardrooms, and classrooms these days.  These Big D’s are Big Dynamics.

I won’t spend a ton of time on each of the Big D’s; that’s not the purpose of the post.  But here’s some of what’s floating about in the physical and digital conversation spaces these days.

The European Union Political and Economic Instability. European countries and their fiscal austerity policies, are enraging their citizenship, particularly their grossly underemployed youth citizenship, and leading to political mayhem.  Said political overhaul is illuminating the old-as-the-hills left vs. right political divide and igniting global debate.

Employment as well as the organizations that employ is upside down.  Youth the world over are suffering from gross underemployment in many parts of the world, including right here in Canada. Many wonder if entrepreneurialism will rise to unprecedented levels, if start-ups are the key to a new economy.  In the meantime, big organizations struggle to determine how to organize, or should I say re-organize.  What should leadership look like in a collaborative economy? Is ‘strategy’ the new bad word, replaced by ‘do and iterate’? How to set vision? Build culture? Does it even matter?

Education as the possible panacea to all ills.  Stanford, Harvard and MIT now offer free courses over the Internet, and hundreds of thousands sign up.  Code Academy wages a mainly-social-media-based campaign whereby thousands sign up to learn to code.  ‘New Education’ is all the talk: Design Schools, with their emphasis on Design Thinking, Business Schools now graduating policy-makers, Schools of Life, Bold Academies, The New School, even schools that don’t grade.  Education is all the rage these days.

On the topic of social-media-based campaigns, another Big D regards whether social media is making us lonely.  This is really a subset of a deeper discussion about the impacts of technology on our humanity.  As we bury our heads in screens for the vast majority of our days, are we losing the art of face-to-face communication? Are we so amazed and impressed by the ‘story told’ social media lives we bear witness to that we suffer personal insignificance? As machines come to permeate our lives, do our human experiences of love, tears and laughter weaken in consequence?

And entirely related, we could very likely have a growing Technology Divide. There are those who can multi-task with multiple media devices like they are switching between a fork and a spoon and there are others who simply don’t have the luxury of 6 costly Apple devices in their hands and their homes.  If access to information as critical as your health record, or your wallet continues to evolve without choice towards technological provision, many may be lost, and consequently end up the new disadvantaged.

Finally, and certainly not least importantly, we have women’s rights on the public agenda again like I haven’t seen since the early 90’s.  International development discourse places focus on the women and the girls of communities.  Access to reproductive control, always an issue in developing countries, is back on the table right here in North America.  And women are coming out from behind their desks, or their stoves, to take stands, led and inspired perhaps by Melinda Gates, Oprah Winfrey or even Angie Jolie.  We may see another feminist revolution yet.

There’s lots going on; there are lots of Big D Dynamics today.  Lots to talk about, think about, and debate. 

And here’s where the second Big D comes in: Big D Discuss.

With so much to talk about, are we really talking enough?  Have we gotten out from behind The Voice, Game of Thrones, or the new comic adventure flick to talk about these things? As we sit down with a friend and a coffee, do we get past the new Stella line at the Gap?  In the commercial break of the big game, do we move past the disappointment of the team’s unending losing streak?

Are we Big D Discussing?

I toyed with writing a post that begged for more ‘Doing of Something’ (another important D by the way), but I decided Discussing is actually what we need.  That with the discussing might come the meaningful Doing of Something. But that the Doing of Something in absence of the Discussing might be a recipe for disaster. 

I realized that while the Doing of Something is a noble pursuit, what’s actually most important is that we NOT continue on with the Doing of Nothing.  This Doing of Nothing is in fact the greatest travesty.  While many countries of the world suffer times of strife, as youth sit under-used and unhappy, as women and girls the world over just want the opportunity to be able to contribute to change, and as people, communities, organizations and countries look desperately for paths through difficulty, there is no room to put one’s head in the sand and Do Nothing.  There are lots of Big D Dynamics active in the world today, and they involve every one of us humans, lucky enough to inhabit this planet.

My hope is to see the conversations that are being had in the media, in the boardrooms and in the classrooms of the world take root in the coffee shops, the kitchens and the street corners of the world. 

My hope is to see everyone start Big D Discussing, discussing the big D Dynamics, over coffee and a bagel, while the kids play on the monkey bars at the park, during the commercial breaks of the big game. 

My hope is that we not Do Nothing, that we acknowledge the Big D Dynamics and pursue the Big D of Discuss, and let that be the Doing of Something.

That’s what I’d love to see, brought to you by the letter D.

Item #64: The Zen Master & The Boy

Ever heard the story about the boy and the Zen master?

“There's a little boy and on his 14th birthday he gets a horse... and everybody in the village says, "how wonderful. The boy got a horse" And the Zen master says, "we'll see." Two years later, the boy falls off the horse, breaks his leg, and everyone in the village says, "How terrible." And the Zen master says, "We'll see." Then, a war breaks out and all the young men have to go off and fight... except the boy can't cause his legs are all messed up. And everybody in the village says, "How wonderful."…. And again the Zen master says, "We'll see."”

Full disclosure that parable is sourced from the movie Charlie Wilson’s War.

Item # 63: Advocating for Naïveté.

Recently I discovered I might be naïve.

I had asked a group of 20-somethings to introduce themselves by sharing a story about something which they were proud of and which they believed to be unique to them personally. One told of how he had climbed Everest, another about having lived in 17 different cities, another of having recorded an original song he wrote and yet another who told us of his near-death encounter with a bear in a forest. I listened to these stories, wide-eyed and attentive, interested and enthralled. Such amazing stories. Or so I thought.

It turned out that one of the stories was simply not true. It was shared in jest, and was supposed to be so obviously absurd that I would recognize this, and chuckle. I did not.

Because I am naïve.

I realized it at that moment. See, when someone tells me a story, proposes an idea, suggests an opinion, I take what they are saying to be a sincere truth. I accept any thought, idea or opinion to be worthy of my serious attention and my open-minded consideration. To be clear, I may (and often do) disagree with what is being stated; I may question or critique what I am hearing, but I trust that whatever is being stated, is being stated with authenticity, with honest intention.

Some time ago I recognized that I was an Idealist. I even added it to my Twitter profile: “Located at: A Land of Ideals & Toronto.” While others often tossed the ‘idealist’ moniker in my direction in a disparaging way, I came to realize that others labeled me ‘idealist’ due to my interminable solution seeking. Rarely accepting ‘no’ as an answer, always believing there was a way, those qualities led colleagues (and boyfriends) to send barbs of ‘be realistic!’ in my direction, and to shake in frustration at the sky-high ambitions and expectations I just couldn’t release. Even if others could not, I came to terms with my Idealism.

But naïve, well, this represented a new discovery.

na·ive 

• having or showing unaffected simplicity of nature or absence of artificiality; unsophisticated; ingenuous.
• having or showing a lack of experience, judgment, or information; credulous.
• having or marked by a simple, unaffectedly direct style reflecting little or no formal training or technique.
• simple, unaffected, unsuspecting, artless, guileless, candid, open, plain.

The initial investigation did not look promising. I certainly did not want to be “unsophisticated”, “artless” or “plain”.

But upon deeper investigation, in stripping away the negative, emotionally loaded terms, I noticed others: “unaffected”; “candid”; “open”; “having a lack of judgment”; “absence of artificiality”. Upon deeper investigation I saw associations I could get behind, things I would like to be.

Then I came across a quote from Friedrich Schiller:

Every true genius is bound to be naïve.

Poet, Philosopher-Partner to Goethe and the second most influential playwright in Europe, Schiller seemed to have some thoughts on being naïve. Schiller wrote about how the sacrifice for conceptual ideals is about the drive for self-preservation and ultimately human freedom.

And then I came across another quote by Pulitzer Prize winner, Academy Award winner, Speechwriter for Franklin D. Roosevelt and one-time screenwriter for Alfred Hitchcock, Robert E. Sherwood:

To be able to write a play a man must be sensitive, imaginative, naïve, gullible, passionate; he must be something of an imbecile, something of a poet, something of a liar, something of a damn fool.

So...where am I going with this? Where do I mean to end up? I bring this full circle in order to Advocate for Naïveté. These men quoted above were Advocates for Naïveté. In advocating for naïveté, I think I conclude that it is a good thing to be open, candid, to have a lack of judgment…to be naïve.

And on that note, I have to update my Twitter profile. Located At: “A Land of Ideals. Populated by the Perpetually Naïve.”