“you simply can’t train people to be social!”

Over the past year I have been working on change initiatives to improve collaboration and knowledge-sharing with two large companies, one of them a multinational. In each case, implementation has boiled down to two components: individual skills & organizational support. Effective organizational collaboration comes about when workers regularly narrate their work within a structure that encourages transparency and shares power & decision-making. I have also learned that changing work routines can be a messy process that requires significant time, much of it dedicated to modelling behaviours. 

My Internet Time Alliance colleague, Jane Hart, notes, … as for the new social and collaboration skills that workers require, well you simply can’t train people to be social! What was required was getting down and dirty and helping people understand what it actually meant to work collaboratively in the new social workplace, and the value that this would bring to them.

Jane refers to the collaboration pyramid by Oscar Berg, an excellent model to show what needs to be addressed to become a social business.

The low visibility activities link directly to personal knowledge management (PKM) skills, based on the process of Seeking information & knowledge; making Sense of it; and Sharing higher value information with others. These individual activities are not a single skill-set that can be trained in a classroom. They have to be internalized and perceived as valuable to each person in order to achieve the discipline to use them regularly. Every person’s PKM processes will differ. As Jane notes, one size doesn’t fit all.

It is a difficult path to get acceptance that each worker is responsible for his or her own learning and additionally must be a contributing member of a network. PKM is individuals retaking control of learning, and making it transparent. It takes time, but it also requires a receptive environment.

Creating a supportive social environment is management’s responsibility. These activities are shown on the upper part of the pyramid, above the water line. Some specific examples of activities I have been involved in over the past year include:

  • Support for small innovation teams to initiate and practice the new collaboration and knowledge-sharing skills.
  • Daily routines of posting observations and sharing with team members.
  • Weekly “virtual coffee” to catch up and help build social bonds.
  • Adding activity-stream technologies to productivity tool suites.
  • Constant analysis of activity data.
  • Providing dedicated time for reflection [this is a tough one to get management buy-in].
  • Regular mediated events like “Yam-Jams” on a select theme.
  • Creation of internal communications material to make social learning and social business more understandable.
  • Professional development activities using the same social media as will be used to work.
  • Face to face social activities.
  • Many conversations [usually Skype or telephone] and much one-on-one support as people work at becoming more social.
  • Social & Value network analyses to visualize network thinking.

My experience is that changing to more collaborative, networked ways of work requires coordinated change activities from both the top and the bottom. It has to be a two-pronged approach and it will take some time and effort.

Getting to Social

You are engaging with social media for marketing and customer support. You have also put in place a social intranet, with activity streams for sharing information, collaboration tools for work teams and document management systems that include social tags and easy sharing. Now the hard work begins. However, this usually occurs just after the software vendors have provided the initial training and you are now on your own as an organization. You’re ready to be a social business; everyone is connected but few know what to do.

Social Media are New Languages

Social media can have a strong influence on the individual, very much in a McLuhanesque tetrad of media effects way. Those who come to social media for the first time are like adults learning a new language. They cannot start with the same advanced mental models and metaphors they may have in a primary language. Furthermore, once they get to an advanced level in this new language, its idioms, metaphors and culture may have changed how they think in that language. This is the real change process enabled by social business; people will start thinking differently.

Social media change the way we communicate. Write a blog for a year or more and your writing will change. Use Twitter for some time and get a sense of being connected to many people and understanding them on a different level. Patterns emerge over time. Even the ubiquitous Facebook changes how we react to being apart from friends. Social media change the way we think.

Each time we adopt a new social medium we start at the bottom, or at the single node level. We have to make connections with what will become our network, either by connecting to existing relationships or doing something that helps to create new relationships, like creating content for sharing. Starting over, in each medium, can be daunting, especially for someone in a position of authority who is concerned about image or influence.

But we need to actually use social media to understand what it’s like to be a node in a social network. There is little in the industrial workplace or public school system to prepare us for this. Therefore we won’t even know what we’re talking about until we learn the new language of social media and online networks, and the only way to learn a new language is through practice.

The Transparent Workplace

While people may say it’s not about the technology, that’s where a large share of the budget goes in any major change initiative. The bigger change to manage is getting people to work transparently. Transparency is a necessity for cooperation and collaboration in networks. A major benefit of using social media is increasing speed of access to knowledge. However, if the information is not shared by people, it will not be found.

In this newly transparent workplace, there is no place to hide, or as Mark Britz wrote, “Social Media spreads your culture quickly … for better or worse.” This change alone can be enough to cause massive organizational upheaval. It must be addressed by modelling good “Net Work” behaviours. Working smarter is not just about using technologies but changing our routines and procedures. With greater transparency, information now flows horizontally as well as vertically. New patterns and dynamics emerge from interconnected people and interlinked information flows, and these will bypass established structures and services.

With the democratization of information, user-generated content is ubiquitous. Search engines give each worker more information and knowledge than any CEO had 10 years ago. Pervasive connectivity changes organizational power structures, though the full effects of this take time to be visible. From this transparent environment new leaders and experts will emerge.  It will take different leadership, or leadership for networks, to support collaboration and social learning in the workplace.

Agile organizations need people who can work in concert on solving problems. People need to change how they work and all the knowledge and courses won’t help. Management must ask – “How can we help you work in this new transparent environment?” – and take action, not once, but continuously.

Setting the Example

In social networks we often learn from each other; modelling behaviours, telling stories, and sharing what we know. While not highly efficient, this can be very effective learning. There is a need to model the new behaviours of being transparent and narrating one’s work. There is also a need to share power, for how long will workers collaborate and share if they cannot take action with this new knowledge? Modelling the new behaviours will take time and trust.

Since all these social technologies cannot model the new work behaviours themselves, who will? The organization will, by fostering communities of practice. These can be bridges between work teams and open social networks, with narration of work an enabler of knowledge-sharing. One determinant of effective professional communities is whether they actually change practices. Only then will we know if the social business initiative has been successful.

Organizations adopting social business need to find people who can model the behaviours, not just talk about them. They should identify people who already narrate their work, share transparently and create user-generated content. Organizations should get advice from people who share power and do most of their work in networks. If there is nobody to model “Net Work” behaviours in the organization, how will people learn? From Facebook?

Blind Leading the Blind

When learning is the work …

What if your organization got rid of the Learning & Development function? What would the average manager or department head do? What would workers do?

I’ve been thinking about this for a while. When work is learning, and learning is the work, training that is pushed from outside has less relevance. The L&D department is supposed to ensure that training is appropriate for the job, but with jobs constantly morphing into something else, a major disconnect is developing between the doers and the trainers. How many people take courses that are not relevant to their current work or are provided at the wrong time?

Let me propose some things managers and knowledge workers can do without a Learning & Development department.

Observe how people are learning to do their work already. Find these natural pathways and reinforce them.

Connect any “how-to” learning to the actual task. Show and tell only works if it can be put into practice. The forgetting curve is steep when there is no practice.

Make it everyone’s job to share what they learn. Have you ever noticed how easy it is to find “how-to” videos and explanations on the Web? That’s because someone has taken the time to post them. Everyone in the organization should do this, whether it’s a short text, a photo, a post, an article, a presentation with notes, or a full-blown video.

Make space to talk about things and capture what is passed on. Get these conversations in the open where they can be shared. Provide time and space for reflection and reading. There is more knowledge outside any organization than inside.

Break down barriers. Establish transparency as the default mode, so that anyone can know what others are doing. Unblock communication bottlenecks, like supervisors who control information flow. If supervisors can’t handle an open environment, get rid of them, because they are impeding organizational learning and it’s now mission critical.

If you do have an L&D department, share what you are doing and perhaps they will help you become more self-sufficient for your organizational learning. If they don’t, ignore them, as they will be going away anyway.

 

Modelling, not shaping

In social networks we can learn from each other; modelling behaviours, telling stories, and sharing what we know. This may not be highly efficient, but it it can be very effective. You will know you’re in a real community of practice if it changes your practices.

Education and training are shaping technologies. They reward successive approximations of the desired behaviour. Modelling, on the other hand, is the foundation of social learning:

Albert Bandura’s Social Learning Theory posits that people learn from one another, via observation, imitation, and modeling. The theory has often been called a bridge between behaviorist and cognitive learning theories because it encompasses attention, memory, and motivation.

If we look at how organizational training & development has functioned, it has been separate from the work being done and focused on shaping behaviours. There is strong evidence that we need to integrate learning into our work in order to deal with the increasing complexity of knowledge work. The valued work in the enterprise is increasing in variety and decreasing in standardization. I have suggested that communities of practice are the bridge between work teams and open social networks, with narration of work an enabler of knowledge-sharing, and of course, modelling behaviour.

The way that Triple Creek [I have no relationship with this company] positions its Open Mentoring platform is a current example of a tool that could enhance social learning (modelling) in the bridging area that communities of practice can offer.

As long as this type of tool is not tied to any team, project or supervisor, it could help connect members of a community of practice. The challenge would be in finding a balance between intrinsic and extrinsic goals. Too much shaping and not enough modelling could turn this into one more thing that has to be done (like annual performance reviews).

Communities are more like dance halls than factories. Platforms that have too much control will not be adopted on a community level. As a consultant, I would like to be able to recommend a variety of these platforms, that can inter-operate on some level, so that enterprise communities can choose the most suitable ones for their stage of development. All communities of practice are unique and will grow, mature and often die over time. No single platform will meet all community needs, but if it supports one of these principles for working smarter - Transparency, Narration of Work or Distribution of Power – it would be worth checking out.

The Hyper-social Organization – Review


The main premise of The Hyper-social Organization is that social media, connectivity and always-on technology are enabling what humans do naturally; be very social.

The authors on knowledge management:

Of course, one of the big challenges for companies is that, unlike information or data, knowledge does not flow easily, as it relies on long-term trust-based relationships. Indeed, data and information are facts that describe a situation and can be generated by machines, whereas knowledge consists of truths, beliefs, methods, solutions, ideas and other elements that are created by humans and shared among people who trust one another. So one of the keys to success in this new economic reality is to move from a transactional world to a long-term trust-based world.

I have to like these questions the authors ask organizational leaders:

How good are you at engaging your detractors? How much of a “perpetual beta” culture do you have in your company? Do you consider your customer service department to be a cost center, or something more?

On the value of marketing materials:

McKinsey estimates that two-thirds of all buying decision-focused conversations do not involve anyone from the company. In a separate study, IDC estimated that only 20 percent of all content developed by the typical marketing department is actually used by the sales organization. What we can extrapolate from this information is that the content developed by most marketing departments is used in less than 7 percent of all buying decisions.

The most interesting part of the book is the Hyper-Sociality Index, based on four pillars:

Tribes vs Segments: “In a hyper-social environment you need to reach the tribes whose members influence one another – not the market segments that can be targeted with direct mail and ad campaigns”

Human-centricity vs Company-centricity: “… the shift in attention to the human elements of your business can help to improve product development, marketing, sales, talent management, knowledge management, and customer service.”

Networks vs Channels: “Data and knowledge flow through channels, whereas networks allow knowledge to flow.”

Social Messiness vs Process and Hierarchy: “SEAMS: sensing, engaging, activating, measuring, storytelling” [Note: this does not align with the Cynefin framework that advocates a "Probe-Sense-Respond" approach so I think SEAMS lacks the flexibility necessary in complex environments.]

The authors pose a similar question I have been asking for years as well, “Will traditional hierarchical organizations, with multiple levels of management between the tribes and corporate decision makers, enjoy any sort of advantage in a hyper-social future?”

Finally, here are 8 characteristics of hyper-social leaders:

  1. Behave like humans, not faceless entities
  2. Ditch the rule books and embrace values
  3. Live their values
  4. Trust people and create trusted environments
  5. Embrace transparency
  6. Embrace diversity
  7. Never compromise on quality
  8. Let go of control

If these concepts are new to you, I would recommend this book. I noticed that John Hagel is often quoted in this book, so you may want to pick up his latest book as well, or instead: The Power of Pull

Sense-making through conversation

One of our clients referred me to a post by Nick Milton on another great Boston square that pulls “apart the KM world on dimensions of Knowledge Push and Knowledge Pull (which you might call “Sharing” and “seeking”), and the dimensions of Explicit and Tacit. We get 4 quadrants, which we could call Ask, Tell, Search, Share.”

The similarity to PKM with its seek/sense/share processes had me look back on that for any additional insights from Nick’s Boston square (my additions in red).

Sense-making consists of both asking and telling. It’s a continuing series of conversations. We know that conversation is the main way that tacit knowledge gets shared. So we continuously seek out explicit knowledge, in the form of written work or other knowledge artifacts left by others. We then have conversations around these artifacts to make sense of them. Finally, we share new, explicit knowledge artifacts which then grow our bodies of knowledge. Sharing closes the circle, because being a personal knowledge manager is every professional’s part of the social learning contract.

This square is a good model to look at our own processes. Is the (limited) time we spend on PKM well balanced between the four activities? Missing one of them completely would destroy most of the value in any PKM process. Seeking and sharing information without any conversation around it would only serve to create additional noise with no signal. It’s the individual context, gained through conversations, that provides the real value. This is why narrating our work and making it transparent (shareable) is so important in the creative, networked workplace. It’s how the organization makes sense, from multiple conversations.

Bridging the gap: working smarter

Nigel Paine recently produced a very good ten-minute video on The Learning Explosion. Nigel used one of my diagrams in his presentation and this motivated me to explain it in a bit more detail.

The slide presentation is designed to be self-explanatory and may help convince management of the need to integrate working and learning. As Nigel says, and I agree, being an effective team player is just one aspect of the 21st century workplace. We must also share our expertise across the organization while encouraging people to develop external networks. That’s what this model tries to explain. Communities of practice are bridges between the work being done and the diversity of social networks.

A key role for any learning and development department today, and for the near future, is to enable and support communities of practice that integrate learning and working.

Where Good Ideas Come From – Review

The premise that innovation prospers when ideas can serendipitously connect and recombine with other ideas, when hunches can stumble across other hunches that successfully fill in their blanks, may seem like an obvious truth, but the strange fact is that a great deal of the past two centuries of legal and folk wisdom about innovation has pursued the exact opposite argument, building walls between ideas, keeping them from the kind of random, serendipitous connections that exist in dreams and in the organic compounds of life.

This one sentence sums up the core ideas in Steven Johnson’s book, Where Good Ideas Come From: The natural history of innovation. Johnson goes on to explain what organizations can do to foster innovation:

The secret to organizational inspiration is to build information networks that allow hunches to persist and disperse and recombine. Instead of cloistering your hunches in brainstorm sessions or R&D labs, create an environment where brainstorming is something that is constantly running in the background, throughout the organization, a collective version of the 20-percent-time concept that proved so successful for Google and 3M. One way to do this is to create an open database of hunches, the Web 2.0 version of the traditional suggestion box.

This is what organizational social learning using social media can do – enable a free flow of hunches and ideas. The chapter on The Fourth Quadrant provides some specific advice for business innovation. The quadrant is the Non-market/Network which “corresponds to open-source or academic environments, where ideas can be built upon and reimagined in large, collaborative networks.” Innovations in this quadrant include: Braille, RNA splicing, Quantum Mechanics, Punch Cards, Germ Theory and many others developed at an increasing pace post-1850, as we became electrified [my observation here].

Participants in the fourth quadrant don’t have these costs [protecting intellectual assets through barricades of artificial scarcity]: they can concentrate on coming up with new ideas, not building fortresses around the old ones. And because these ideas can freely circulate through the infosphere, they can be refined and expanded by other minds in the network.

Steven Johnson presented this morning at the CSTD conference , reinforcing these points and making several others. He talked about the concept of getting more parts (or ideas) on the table in order to have more to work with and more potential connections. I liked his view of intellectual property protection as an “innovation tax”. He also talked about the emerging role of the organizational translator who can help break down silos and enable better communication and collaboration, similar to the ideas in the post, adapting to a networked world.

Overall it’s a great book with some solid advice for any organization.

Update: Video of SBJ discussing Maple Syrup, Airplane Crashes & the Power of non-Market Innovation (the fourth quadrant).

Engaging the trustworthy

In my post on spreading social capitalism I concluded that Mavens (experts) exhibit the greatest intellectual capital; Connectors have the most diverse (creative) networks and Salespeople get things done (action).

I recently came across a post on The Trusted Advisor that adds another twist to how we connect to each other. On the info-graphic, How trustworthy are you?, Charles Green shows that Experts (Mavens) are not as trusted, in comparison to several other roles in a network. They lack the intimacy skills of Doers, Connectors and Catalysts (Salespeople). This makes sense on face value, given that many experts are very deep into their field and less interested in the general public. Consider that people who popularize research, like Malcolm Gladwell, are often much more successful than those whose research their books are based on.

This had me wondering how we can effectively spread ideas in networks. It seems that Mavens, Connectors and Salespeople are not enough. Mavens need champions, like Connectors, but Salespeople also need to find and connect to Doers. These are worth considering when looking at something like social business initiatives. We know that the main advantage of using social media is increasing speed of access to knowledge. We also know that very little of the knowledge we use on the job is stored in our heads, so there is a clear, logical reason for being more transparent and connected in our work. However, we also know that changing practices and developing a new sharing culture takes a lot of time and effort. Finding and engaging trustworthy people in the network may be a good place to start. The critical role may be the Doer, the most trusted of all.