Coherence in complexity

Many of our older business models are not working any more. Anecdote reports that John Kotter, leadership guru, is accepting that methods like his 8-step process for leading change may not be effective in the face of complexity.

The majority of the [HBR Paywall] article is focussed on a ‘new’ concept Kotter calls ‘Strategic Accelerators’. In effect, he is talking about using Communities of Practice/collaborative networks to tap into the power and agility of the informal capabilities of an organisation. The network of strategic accelerators complements the formal systems; it does not replace them. Collaborative networks are not a new concept, but Kotter’s application of them to the arena of strategy is very insightful.

I have been discussing the potential of communities of practice in fostering innovation for some time here. In my last post I wrote that in an increasingly complex workplace, many of the old models are no longer useful, referring more specifically to workplace learning. The same is happening to our models for management and “change management”, as if we could manage change in the first place. Complexity, driven by global networked communications, is the main factor.

High value work today is in addressing complexity, whether it be in the market, society, or the environment. This requires learning, sharing, innovating and engaging. Organizations that promote awareness, transparency and openness through appropriate ways to coordinate, collaborate and cooperate have a better chance of understanding complexity. Joachim Stroh describes this in his fractal image below.

The coherent organization is our way of creating a framework to look at organizational performance. It is based on the fact that governance, work, and learning models are moving from centralized control to network-centric foundations. For instance, coalition governments are increasing in frequency, businesses are organizing in value networks, and collaborative & connected learning is becoming widespread. A coherent organization framework ensures that collaboration (working for a common objective) and cooperation (sharing freely) flow both ways. Systems, such as enterprise social network tools, can assist “net work” practices like the narration of work and personal knowledge management.

So while change cannot be managed, per se, organizations can be structured in ways to be more resilient to change. Kotter suggests a second operating system:

The existing structures and processes that together form an organization’s operating system need an additional element to address the challenges produced by mounting complexity and rapid change. The solution is a second operating system, devoted to the design and implementation of strategy, that uses an agile, networklike structure and a very different set of processes. The new operating system continually assesses the business, the industry, and the organization, and reacts with greater agility, speed, and creativity than the existing one. It complements rather than overburdens the traditional hierarchy, thus freeing the latter to do what it’s optimized to do. It actually makes enterprises easier to run and accelerates strategic change. This is not an “either or” idea. It’s “both and.” I’m proposing two systems that operate in concert.

I would strongly suggest instead that organizations need to get the first operating system correct so that they do not need a second one. A coherent organization is structured to take advantage of the complexity and noisiness of social networks, allowing information to flow as freely as possible, and affording workers the space to make sense of it and share their experiences and knowledge. The underlying concept of a coherent organization is that organizations and their people are members of many different types of networks, for example, communities of practice, the company social network, and close-knit collaborative work teams. A coherent organization requires a single unifying framework, not two operating systems.

Ask not for whom the Reaper comes

My colleagues and I often get cast as informal learning zealots in pieces written to placate the training industry and maintain the status quo, especially the lucrative compliance training market. Actually, given the tone of some articles and presentations, I am certain many people think of us in even less friendly terms.

So…now you get back to Training and they’re sitting around the fire at the mouth of the Training cave hugging their storyboards to their chests like flotation devices in a water landing. They’re in a trance and chanting ADDIE over and over…rocking back and forth and hugging those storyboard for dear life. And here you come, dragging your new stakeholder relationship and your sparkling new EPSS behind you, or your cheap-as-heck Web services portal, or your SharePoint, or your WordPress site. Your silhouette looks to many of your peers like that of the grim reaper. Several are updating resumes. Others whimper softly, “Please don’t make me change.” - Gary Wise

The Grim Reaper seems an appropriate image. My colleague Charles Jennings looks at workplace learning from the perspective of Experience, Exposure & Education; with the latter accounting for about ten percent of time and effort. The Reaper looks for those who spend 100% of their efforts only supporting the ten percent. The Reaper knows that work is learning and learning is the work. Workplace learning means much more than courses and management systems. I have said many times that courses are artifacts of a time when information was scarce and connections were few. That time has passed. The Reaper is looking for those who insist on living in the past.

While the course purveyors look to “leverage” informal and social learning for their schooling tools, they should note that levers are designed to move things, and it will be the courses that move – into a darker corner. As my colleague Jane Hart shows in this image, there is a lot of room to expand as a learning and performance consultant.

In an increasingly complex workplace, many of the old models are no longer useful. Schooling, the basis of much of corporate training, is one of these. Connections to almost unlimited information show how much more powerful Pull learning is to Push, like self-taught African teens and hole-in-the-wall learning. A generation of self-taught learners outside the western schooling model is becoming the next global workforce, and more importantly, your competition.

Ask not for whom the Reaper comes – he comes for you.

What is learning’s role?

My colleague, Clark Quinn, in Building a Performance Ecosystem states that the benefits of maximum information for people to get work done, combined with minium barriers to achieve their work goals, are good for the entire organization. “When they [workers] can get the resources they need and the right people to assist when necessary, the performance benefits are obvious.“ Alignment is necessary.

Some of that alignment is missing between departmental silos though. While Clark says that “learning leaders” should step up to the challenge, there is also a strong need to get aligned with IT, marketing, and operations, to name a few. As Clark concludes:

By aligning the use of technology with business needs in this way, learning leaders are demonstrating the strategic contribution to the organization that the executive suite wants to see. Failing to grasp the opportunity at this inflection point in business operations has a grim prospect. Folks know they can learn on their own and together. If learning leaders don’t get in and facilitate the full learning spectrum, it will happen without them. Then, just what is learning’s role?

What is learning’s role? First of all, in the network era, a coherent organization is one in which learning is no longer a specialty. Much as writing was no longer a specialty when the majority of workers became literate, learning today is more than putting an X in a checkbox. Work is learning and learning is the work. I may have said this many times before but it is the essential change in how we must view knowledge-intensive and creative work in a networked environment.

Learning is not something done to us, it is what we do together. Learning delivery in a constantly changing work environment is an outdated notion. For example, training courses are artifacts of a time when information was scarce and connections were few. It is glaringly obvious in this time of ubiquitous connectivity and pervasive proximity that we can get pretty well any information we need whenever we want it. To make sense of this, we need network era literacies, and with these new literacies we no longer need the equivalent of learning scribes. Pulling informal learning, instead of having formal instruction pushed to workers, has to become the workplace norm. By norm, I do not mean something bolted on to a course or some function of an LMS. I mean integrated into the daily work flow.

Learning together is part of collaborating to get things done while also cooperating in order to participate in knowledge networks. “Strictly business” is less frequently the case in our lives, as our work/life boundaries get fuzzier. Meanwhile the work/learning boundaries also get fuzzier. We no longer limit our learning to classrooms, training centres, workstations, or our official company mobile devices. In this environment, we cannot leave the direction of our learning to a “learning professional”. If today’s learning professionals want to remain relevant in the coherent organization, then they need to participate in collaborative and cooperative work/learning flows. This will be a sea change for the training & development profession, but I am certain it will happen with our without their participation.

#itashare

Enterprise social network dimensions

Many organizations are using social media and social networks, but how do they know if they are using them appropriately or adequately? Do they have all the aspects of collaboration and cooperation supported in order to succeed as a social business? I started looking at how we can begin to make sense of enterprise social networks from an organizational performance perspective and found a few good sources and have woven these together for what I hope is a useful performance support tool, or at least a conversation starter.

Ian McCarthy’s honeycomb of social media was an initial inspiration, showing how one could quickly and graphically portray differences between social media platforms. The Altimeter Group’s recent report on making the business case for enterprise social networks provided more detail on what happens inside organizations. Finally, Oscar Berg’s digital workplace concretized gave a good picture of what people-centric, service-oriented businesses should look like.

I put these concepts together within the framework of a coherent enterprise that supports both collaborative and cooperative behaviours. I hope it provides some clarity and would appreciate any feedback or further building upon these ideas. Thanks to all those who have shared so that I could play with these ideas, and hopefully create something useful.

You may download the 2 MB PDF here if you are having issues with Slideshare:

Enterprise Social Dimensions

 

A coherent path to social business

Thierry de Baillon and Ralph Ohr, in their post on Business Model Innovation as Wicked Problem, conclude the following:

An ever increasing pace of change leads to a decrease in life time of operating business models. Companies are therefore forced to reinvent themselves more frequently by creating new business models. Entering new businesses through open business model innovation exhibits a wicked problem structure. In order to properly address those problems, companies have to follow emergent strategies and need to put decentralized, self-organizing structures in place. Social business brings an answer to the urgent necessity to successfully tackle corporate reinvention and to enhance strategic adaptability by connecting individual human stakeholders.

What kinds of “emergent strategies and decentralized, self-organizing structures” can be put in place? I think it boils down to three things: Openness, Knowledge-sharing, and Diversity.

1. Openness can be encouraged through the use of social networks and enterprise social platforms. People need to know what others are doing and the default mode has to be sharing. If workers cannot connect with anyone they need to, then the knowledge needed to address a problem may never be revealed to those who need it. Opening communications to everyone is the antithesis of bureaucracy, where lines of control are ever-important.  Bureaucracies are the enemy of innovation, as they favour self-preservation over change. They are self-serving. They are also reinforced by the notion of jobs. Openness means getting rid of jobs, which subvert openness, innovation and emergent practices. Social networks, powered by social media, help to remove bureaucracy and antiquated ways of working.

2. Just because a system is open does not mean that a learning organization will emerge. People need to practice knowledge-sharing through the narration of work and personal knowledge management. Both are simple concepts to understand but take time to become daily practices throughout an organization.

3. Finally, any organization needs to have a diversity of opinions in order to remain innovative and deal with the wicked problems described by Thierry and Ralph. “Connections drive innovation“, according to Tim Kastelle. “We need input from people with a diversity of viewpoints to help generate innovative new ideas. If our circle of connections grow too small, or if everyone in it starts thinking the same way, we’ll stop generating new ideas.” This means giving access to social networks, eliminating tribes such as departmental silos, and actively looking for people with different backgrounds and experience.

Putting all of this together, is what we at the Internet Time Alliance call a coherent organization.

The Coherent Organization:
Cooperation & Collaboration flowing between work teams & social networks
via communities of practice

Subverting management and education, one project at a time

I have been described as “a keen subversive of the last century’s management and education models”, a description I like. It’s a difficult business model though. That’s why I joined with my colleagues at the Internet Time Alliance in 2009. I finally had a close professional group to discuss nascent ideas. Our latest work is on the coherent organization.

We work together on projects, public speaking, workshops, and writing. I am starting to think that our customers and our clients are diverging. The people who could really use our help are managers and individual knowledge workers. For example, we have had incredibly positive feedback from individuals attending our workshops at the Social Learning Centre. We intend to continue to grow this community.

However, organizational budgets are often controlled by people who have a vested interest in maintaining the status quo. Requests for Proposals are usually aligned to a certain solution type. For instance, asking for advice on selecting the appropriate LMS does not ask the deeper question of why you need an LMS in the first place. Requesting help to add informal learning learning to formal instruction does not look at whether the training courses are actually useful to begin with. As my colleague Charles Jennings says, knowing is not doing.

The thinking that hard-wires ‘knowing’ to ‘learning’ has set our efforts to build high-performing organisations back many years.

Learning and knowing sometimes coincide, but they are different beasts.

There is still a huge focus on ‘knowing’ in organisational learning. We build formal classroom courses and eLearning programmes that consist of pre-tests and post-tests. We then assume that if we gain a higher score after some formal learning process (almost invariably assessed through a test/examination/certification based on knowledge recall) than we did before, then learning has occurred.

Most of us know deep down that this is bunk.

Passing knowledge tests immediately following a course tells us little about real learning. It may tell us something about short-term memory recall, but real learning can only be determined by observable long-term changes in behaviour.

I often feel like a doctor in the days before diagnostics. The preferred solutions were the prettiest or the most expensive (and least effective). In this kind of system, it took a long time for doctors to start washing their hands or give up on practices like blood-letting. I was told by someone at a large multinational company that it is easier to hire a brand-name consulting firm to deliver what many in the company know they do not need, than to engage a much cheaper and more effective group like the Internet Time Alliance to try a novel approach. In many ways, it seems that the brands have successfully mounted the bandwagon. What they lack in skills and experience, they make up in marketing.

But every once in a while we meet a client who is open to innovative ideas, or at least trying a few probes in the spirit of addressing complexity. These clients have self-confidence and a sense of adventure. They are not afraid of the concept of failure. If something is guaranteed to be a success, it should not require much attention from management anyway.

We are not just an alliance amongst ourselves but we are building a wider network of individuals and organizations who know that we should create better work environments for society in the network era. We have learned that complex problems require different thinking and innovative solutions. There is no ‘one-size-fits-all’ solution. We know that each organization’s situation is not only different, it is continually changing. We are not your average consultancy. But who would want one in times of great change anyway?

Supporting workplace learning

It takes much more than courses delivered through a learning management system to support workplace learning in the network era.

The basic building block, in my experience, is personal knowledge management. People who can seek new information, make sense of it, and share it with their colleagues, will be an asset to any work team. However, they need access to their learning networks while at work, and this is often a challenge. Reduce these barriers, and support PKM practices, and the organization will benefit.

Performance support tools can be developed by observing how work gets done and then creating ways to make it easier, or simpler, or safer. Good performance support enables workers to focus on the important things.

Communities of practice provide the bridge between new ideas and the workplace status quo, ensuring innovation.

Professional networks outside our workplaces keep us connected to new ideas and diverse opinions, which we may not come across, even in large organizations.

I haven’t mentioned knowledge management in general, because I think it underlies all of these components. As Patti Anklam explains:

In this last, the role of the corporation in supporting KM then becomes facilitating personal content management, providing methods (and training) to support information processing, and providing a rich and integrated infrastructure for employees to use the personal content management and the social tools that make sense for each them, their teams, and their communities.

 

Learning by doing

What does life in perpetual Beta mean for your business on the internet?

First of all, there is no real privacy online [Cluetrain Thesis #13 - There are no secrets. The networked market knows more than companies do about their own products. And whether the news is good or bad, they tell everyone.]

But … social media are very powerful business tools.

Understand your business first, and then understand social media.

Then set negotiable boundaries and be flexible.

It’s all about Probes [as in Probe-Sense-Respond]

How to launch a Probe, such as a community of practice:

1. What are you testing?
2. How will you know if you have made progress?
3. What is the smallest probe we can do?
4. Measure the results.
5. Do it again, and again, with slight variations as needed.
6. Measure the results and either amplify it or stop doing it.

Ensure that over 50% of your probes fail.

Is this how your organization functions? What are doing to encourage failure and learning by doing?

Here is how Jane Hart and I have been doing some probes this past year.

We started running workshops at the Social Learning Centre after a discussion about getting connected with our actual customers. For example, in most consulting projects, the client is a manager/exectutive but the end-users are distributed throughout the company. The client may be satisfied but we often do not get to interact with all of the actual users. We thought we would like to try something different from a standard consulting arrangement.

We thought it would be good to try something that could be purchased directly by individuals. Jane had done some online workshops previously and had learned what works and what doesn’t, though this is constantly changing, as we have learned. I did my first workshop on personal knowledge management in April and  35 people signed up. I learned that there was an additional need for a live meeting that would get people talking a bit more, so this was added. I ran two more workshops on PKM and kept adjusting the schedule and resources. It was definitely popular. Jane and I then tried out a five-week Summer Camp that finishes this week. This was something quite new and a real joint effort. We learned that it’s a lot easier to do these workshops as a team.

As these workshops progressed, we wondered if this was the best way to reach out and if we could build a larger community. There are currently +1,700 members registered at the SLC, so we had an idea that some of them were looking for what we can offer in the way of workshops. In slightly over two weeks (September 2012), we are launching a full year of workshops, with six themes, a Summer camp, and a private Salon for discussions amongst community members. Themes are: PKM; social media for professional development; from training to performance support; online communities; social learning in business; and enterprise community management.

We don’t know how this will go, as it is another probe. It’s based on what we have learned so far, but we don’t kid ourselves that this will be a huge success. The feedback to date has been quite positive, so we are confident that most participants will gain something. We are doing it for one year, and during that time we will assess, monitior and evaluate our progress. Where it will lead, we do not know.

My hope is that the Social Learning Centre will become a dynamic community that we can support and guide with a gentle hand. Dealing with people who are directly paying you is a validating experience. Repeat customers mean you are doing something right. As people can vote with their feet, we will have to stay connected to the needs of community members. This year has been a wonderful learning experience for me and I am sure that next year will be as well.

By the way, if you are looking for an example of a failed probe, one workshop I proposed three years ago, has never been conducted.

Coherent communities

Jay Cross has initiated an online conversation about the Coherent Organization/Enterprise:

At the Internet Time Alliance, we’re big fans of narrating our work. We encourage clients to get their people to narrate their work, through blogs or other sharing media, for a number of reasons.

If you are a blogger, you know how blogging makes you reflect on your experience and draw conclusions. What’s more, if you are transparent about what you’re doing, your colleagues and acquaintances will know when and how to lend you a hand. Sharing your discoveries adds to the value of the networked Commons; I think of it as a requirement of good network citizenship.

In the last ten days, Harold Jarche, Clark Quinn, and I have been building on one another’s thoughts in public. We’re each teasing out the meaning of what we call the Coherent Organization with models.

Let me narrate my work so far.

I am interested in the role of communities of practice in knowledge sharing. I have been looking at how communities of practice can bridge our social networks with our work teams, helping us get the job done while being open to innovative ideas. This presentation is a work in progress but I think it is ready to go public and get your feedback. Here is my logic:

  1. Sharing complex knowledge requires strong social ties, but only working with our peers may blind us to outside ideas.
  2. Networks with diverse and weak ties are the best places to get new ideas, yet these are often unstructured and difficult to manage.
  3. Communities of practice, which share strong & weak social ties and have some purpose & structure, can bridge the gap between getting the job done and innovating.
  4. Therefore, encouraging and supporting communities of practice is essential for the knowledge-based enterprise.

Effective, or coherent, knowledge-sharing requires not just collaboration, but also cooperation and especially connections (communities).

A guide to complexity and organizations

Via Jay Cross is this amazing synthesis – Organize for Complexity – of how complexity affects our work and the ways in which we can change our organizational structures to account for complexity, instead or adding more complication. If you know nothing about complexity, read this. If you know a lot on the subject, keep it as a job aid or use it to help others.

I like the depiction of market dynamics, to which I have added the upper image. It shows the fundamental shift we are going through as the network era unfolds.

The definition of complex systems is quite useful:

Complex systems have presence or participation of living creatures. They are living systems – that’s why they may change at any moment. Such systems are only externally observable – not controllable.

A complex system’s behavior is non-predictable. Here, it’s natural that there is a level of error, uncertainty and illusion that is much higher than in complicated systems.
A complex system may possess elements that can operate in standardized ways, but their interaction would be constantly changing, in discontinuous ways.

The paper includes design principles as well as “how-to” implementation suggestions. Start with, “Design principle ‘Beta’: Self-regulation within the team. Control through peer pressure and transparency. Principles and shared responsibility.” This is a comprehensive, but not heavy, read. I am sure I will turn to it often.

I must say that I agree with pretty much everything in this paper, so I strongly recommend it.