Category Archives: Business Culture & Process Issues (Operational)

The future cannot be known, it can only be imagined.

Posted on by

Little did I know when I wrote this title how accurate it would prove.

Having “put pen to paper” on my final client report and recommendation mid January, I was hit by the devastating event of my mother passing.

The following weeks have proved traumatic to say the least and taken me time to recover!

Drop everything, we need you!

It’s mid October and I get a message from a former client requesting my help to lead the Lessons Learned component of the inaugural UK Caribbean Infrastructure Fund (UKCIF) conference:

… I would like to ask if you might still have availability and interest. The event is Nov 20 to 24!

UK Caribbean Infrastructure Fund (UKCIF), which provided funding for the Conference, is a £350 million grant-funded programme from the UK Government to build climate-resilient, inclusive infrastructure and boost economic growth in the Caribbean.

Having stepped back from consulting to focus on an expanding business interest I wasn’t initially enthused. The timetable was absurdly tight. I had less than a month to develop an agenda to cover the first couple of days for a disparate group of stakeholders. And, I would have to get the 60+ representatives from 13 countries to prepare the story of their project in advance then to create an environment that promulgated the sharing and adoption of lessons from major infrastructure projects in the Caribbean. Here’s the initial brief:

“The Lessons Learned Workshops are designed to provide a platform for participants from diverse sectors and countries to share and extract valuable insights from the implementation of their projects. The primary objective is to facilitate effective knowledge exchange at sector, country, project, and cross-cutting thematic levels.
Additionally, the workshops aim to equip participants with the skills to independently conduct lessons learned sessions within their respective teams upon returning to the execution of the project.”

Additionally, I would have to do all of this under the watchful eye of the UK’s Foreign, Commonwealth & Development Office (FCDO), the sponsors.

BUT!

I love the Caribbean, I’d never been to St Vincent (host country), I liked and trusted the person I’d be working most closely with, and it felt like the ultimate challenge; an opportunity to leave a legacy footprint drawing on 50 years of international assignments.

So, I said yes and sent off a provisional outline agenda / proposal in response to their terms of reference.

Agreeing the agenda

This was never going to be easy; getting everyone on the same page in 3 weeks while creating materials for the event, developing pre event ‘homework’ tasks and producing a short “welcome to the event” video for the delegates.

Ahead of the video production we gathered virtually for a stakeholder briefing. I began by asking each to identify what a successful event might look like. I find it important (assuming everyone is willing to work colllaboratively) to get an understanding of the motivations of those who have most to gain/lose from an intervention. And if there are widely differing opinions then that too is informative.

Flights booked, hotel reserved and taxi sorted for journey to LHR I set about the task of creating an agenda and the pre event ‘homework’. Here’s what I asked the delegates to do:

Getting started

My challenge: to strike an effective balance between experiential learning and data collection. I wanted delegates to take away a set of tools “Knowledge Products” that they might use to improve the way they undertake major infrastructure projects while concurrently identifying a set of tangible lessons that could be applied from day one.

Our Day One objective:

Today is about surfacing learnings already identified, arriving at a shared understanding of the term lessons learned, the importance of conducting Lessons Learned processes and developing a general understanding of what critical knowledge looks like for each project.

Day One takeaways

Having encouraged the delegates to reflect on what struck them during the day this stood out:

And these keywords emerged:

Dress: Elegantly Casual

At events such as these it’s often the post activitiy discussions that lay the foundations for future collaboration. St Vincent proved to be an excellent host with the Prime Minister / UK High Commissioner’s reception a particular highlight.

On previous visits to the Caribbean I’ve always admired how people dress for formal gatherings and this was no exception aided no doubt by the suggested dress code on the invitation.

And an impromptu evening at a local fish bar spawned new friendships; what’s not to like about these offerings?

Keeping the momentum going

After a short recap, I set out our aims for Day Two:

As Day One surfaced several lessons while providing a good theoretical underpinning, so Day Two will focus on practical application, capacity
building and the use of different tools for capturing and incorporating lessons, based on Active UKCIF projects.

We used a variety of techniques to identify and make use of the lessons that emerged during the day.

The Peer Assist session was enthusiastically adopted and a raft of excellent suggestions surfaced.

Here’s what the various projects said about the discussions:

“The support was overwhelming, one point, verify the condition of the equipment being provided by the contractor before engaging with them”

“Issues were around implementation. The conversation was amazing; it came up with a number of things we needed to focus on including the establishment of a technical committee the project team might reach out to for advice”

“We had a very productive discussion. Three areas; Develop a negotiation strategy and team ahead of the award; negotiate on big tickets items and consider scope reduction to deliver cost savings; look at methods that are more familiar to contractors to ensure bids are lower.”

“Issue was around set up and procurement of resources. One suggestion, to look at what can be done by the client to mitigate the lack of resources”

And finally

The event underpinned the power of story. Here’s a powerful example from the Day One project presentations:

Port Project: Anticipating the unexpected!

It was anticipated that local aggregates would be used for the project, but local materials did not meet the requirements when tested. So, the decision was taken to import aggregates, but the source country was known to have these African Giant snails. The decision-making around this issue took many months and resulted in a delay, but it was necessary to have the Biosecurity plans to prevent, eradicate or contain any invasive species.

I could not have chosen a better location or group for a swansong event. There is a warmth and generosity of spirit among the people of the Caribbean (the climate and environment help) and humour plays an important role in establishing the right environment for people to share.

We surfaced a number of themes to work on when undertaking major infrastructure projects.

Thank you St Vincent and CDB.

The importance (or not) of affirmation

Posted on by

Culture, etiquette, manners, rituals call it what you want. Functioning society thrives when people know and abide by a set of norms in the way they behave and interact with others.

I’ve previously suggested that the English thrive on ambiguity, a character trait that can prove hugely challenging to expatriates trying to comprehend what has (or has not) been agreed.

In an excellent comment, as part of my “A Collaborative Valedictory” reflection page, Maria Ana Botelho Neves who is Portuguese reminded me that, when she was CEO of the UK Charity I was a Trustee of, I gave her a book. The Culture Map became the backstop for many conversations with the English ex Army Chairman.

The author, Erin Meyer, poses business leaders these challenging questions:

Why does your Swedish colleague have so many problems leading his Chinese team? How do you foster a good relationship with your Brazilian suppliers while sitting at your desk in Europe?

How do you navigate the tricky task of performance reviews when your American employees precede negative feedback with three nice comments, while the French, Dutch, Israelis, and Germans skip the positives and get straight to the point?

What is the best method for getting your team based on four continents to work together effectively?

Face to Face collaboration can be tricky too: how do you intepret where people sit if you are in Asia; at what point in a meeting in the Middle East do you start talking business; if you are invited to the house of a client or colleague, what’s the appropriate gift to take; or is the taking of a gift seen as insulting? All have the propensity to cause unintended offence!

I’ve seen near misses in Italy where English drivers enter the Autostrada anticipate the car on the inside line will move over to accommodate them. They do not! It’s about custom.

As we move into a hybrid working environment and communicate mostly via social media tools (and email), the above challenges are amplified and the impact on business and relationships potentially damaging.

Bridging the cultural chasm in global wealth management

Many years ago, when I was Managing Partner of Sparknow, we undertook an assignment for a client who had recently rolled out a global administration system. Their challenge: to get people collaborating across timezones, cultures and language.

Virtual communications were at the core of the problem. There was a lack of understanding of the style and customs of others. Working with their learning & transformation team we asked each team member to keep a journal. Here’s an extract from our invitation to participate:

Following a set of interviews we created a booklet “Tick” (what makes us tick) to highlight their different cultures and customs and how to best work with each other.

Here’s a page from the section: “How not to write a confusing email”.

The success of this initiative was in embracing and affirming the positive contributions and unique aspects of different cultures. The global team had input into the booklet (we deliberately avoided the word ‘Guide’) and a sense of ownership. It was written in their words with their examples.

And finally

In the online world we inhabit today, where virtual presenteeism is becoming the norm, it is easy to feel isolated and misinterpret what is or is not being said.

Silence is a powerful tool. I’ve seen it used effectively by HMRC’s enforcement teams, I’ve used it when interviewing people about a sensitive subject or recollection such as an Oral History. It’s particularly effective when giving an address to pause and let an important point ‘land’,

However, a non response can be equally damaging to a working relationship. There is nothing more demotivating than sending a message to a colleague who you know has received it and get no response.

The thumbs up emoji is a wonderful tool to at least acknowledge and affirm a request.

What Does 👍 Mean. The thumbs up sign emoji 👍, also known as the “yes” emoji, is used to express general contentment. It can also be used to show approval and support for someone’s actions or ideas. It can also mean “great job” or “keep it up,” depending on the context.

emojipedia.org

Gloves and Mail Sacks: What happens when you don’t empower your team

Posted on by

I’ve previously written about the Japanese practice/culture of Omotenashi; the pursuit of excellence in customer service by anticipating and exceeding customer needs. Where such a culture is not the norm and you aspire to high standards it is important customer facing team members are confident they have the authority to make clients or guests feel special and keen to return.

Here’s what can happen when they don’t feel they have the autonomy to make on the spot decisions.

The golf glove story

I’ve been in Sesimbra, Portugal for an annual trip with a few of my golfing buddies. Bear with me, this is not about the golf or the astonishing Sesimbra Carnaval which took place concurrent with our arrival and continued with gusto all night outside our hotel window!

Despite having some of the best courses around, golf in Portugal has not attained the same cult following as in other European countries. And it’s very difficult if you play left handed to acquire accessories such as golf gloves.

I’d managed to acquire one near to our home in Lisboa, so, fired up and ready to go I was looking forward to the next day’s game at Qunita Do Peru with renewed optimism.

Arriving in good time for our tee slot at “…one of the most prestigious golf courses” whose mission includes the phrase “Provide premium and unique experiences…”, clubs and glove were loaded onto our buggy while we went for a pre round bica. Almost immediately a very affable South African lady (Caddy Master) came to tell us she’d moved our bags and shoes to another cart. Coffee drunk, we went out to collect our gear only to discover my recently acquired (and unused) golf glove was nowhere to be seen.

Caddy Master was confused; she remembered transferring it to the new buggy and could not explain its dissapearance. Not wishing to create a fuss I asked her to make a few enquiries to see if it had been handed in at reception / pro shop. It had not!

The professional had a right hand glove in my size. Great I thought, problem solved. Except it wasn’t. I was then asked to pay. When I queried why, since they had moved my original glove, I was told it was on the replacement buggy and it was not their fault it had gone missing.

The giveaway phrase: “we would have to pay for the replacement”!

The mail bag story

Every 6 weeks or so, Bees Homes writes a letter to selected homeowners in which we provide an insight on the housing market as well as tips on how they might effectively present their property in the event they decide to sell.

Though time consuming, it has proved to be a valuable way of demonstrating expertise and generating future clientelle.

We usually manage to fill a couple of sacks with envelopes and the local post office (before it was closed) gave us sacks to make it easier and avoid clogging up post boxes.

A few weeks back I took two sackfulls into Ringmer Post Office housed (as most now are) in a convenience store. Greeted by a closed sign, the welcome was less than effusive. However a kind soul ‘John’ said if all we wanted was to deposit the sacks that was ok.

I thanked him and asked for replacement sacks. He was about to hand some over when a surly woman, perched behind the closed sign, said “Be careful John, we don’t have many sacks left”.

Fortunately, John ignored her and handed me a couple of replacements.

And the moral is?

In the first example at Quinta Do Peru, while everyone was very pleasant their response in a crisis was kilometres away from what they espoused to be. As a result none of us felt like going into the clubhouse for a meal and drink at the end of our round.

In the second, it was the crass stupidity of the remark and the way it was delivered that struck me. Had John not have offered replacements I would have asked him to put our sackfull into theirs and asked for mine back!

Reflecting on these and many other similar situations over the past few months I am left wondering where the disconnect occurs between the coporate narrative and those charged with delivering the service.

I think it comes down to empowerment and ownership: we hire expensive brand consultants to develop vision and mission statements but, absent a service culture, the lofty ideals they come up with fail to land with the people charged with implementing them. They don’t own the story!

How would your team behave in these situations. Are they empowered to make on the spot decisions and feel confident to do so knowing you have their back?

And finally

It would be remiss not to give a shout out to Alexandra Goncalves of Orizonte Golf the organiser of our Sesimbra sojourn. She ensured we were well briefed about the traffic restrictions around our hotel caused by Carnaval that might hinder our arrival and arranged for temporary storage of our golf clubs at Aroeira.

March of The Clowns: View from Sana Sesimbra Carnaval Feburary 23

Post script (March 23)

Alexandra shared my post with Quinta do Peru’s Director of Golf, Hugo Amaral. He responded to me as follows:

Dear Paul,

I was just told today by Alexandra about what happened on your visit to Quinta do Peru and I was shocked to know all the information.

I remember clearly such date as on the same day hosting a tournament for Edge college, and it was a very busy day. May that’s explains why I haven’t been informed on spot about what happened as I was probably on the course with the Tournament organizers.

I feel ashamed by all this situation and do hope that that incident didn’t ruined your experience at Quinta do Peru.

The fact that the Pro Shop isn’t owned by us, and of course we would have to reimburse the shop owner for the glove, shouldn’t be used as an excuse to incur you on an extra expense, and it should be our responsibility to fully replace your lost good.

I do hope that next time you are in the region you pay us a new visit as I would be more than happy welcome you and compensate you of this extra (forced) cost.

Please accept my apologies and my kindest regards,

Hugo

Hugo’s response was appreciated and reminded me of an experience in Cuba after which I wrote a piece on “A complaint is a gift“.

Mind your language: when yes means no!

Posted on by

A few weeks back I was in Maastricht, a town synonymous with a 1991 EU treaty I’d point to as the beginning of the movement to take the UK out of the European Union by those on the right of the Conservative Party led by Prime Minister John Major. This observation, from Elisabeth Hill-Scott, a political commentator, struck home:

Major was also able to argue that the Maastricht principle of ‘subsidiarity’ meant that more decisions could be devolved to the national level

I vividly remember the fractuous nature of the ensuing debate resulting in the eventual resignation of Prime Minister Major. I mention that example to emphasise how words (and places) shape our perception and how ambiguity, while useful in getting political treaties over the line can be destructive in a business environment where a second language is the vehicle of communication.

Back to July 2022. We were in Maastricht for my birthday to attend a twice postponed (due to Covid-19) concert by local boy made good Andre Rieu. Each year Andre and his orchestra occupy the town square in July for a series of open air dinner concerts. The audience is diverse, smart and multicultural. The lingua franca is English!

That we chose to travel via Le Shuttle on the day schools broke up for the summer term was poor planning though in mitigation when we originally booked the dates did not coincide. The additional presence of my 94 year old mother added to the sense of anxiety when, arriving on time for check in, we were told departures were being delayed by 3 hours! Our sense of frustration was exacerbated by the blame game that ensued with the UK Home Office castigating the French for the lack of border officials to check passports and the French opining it wasn’t them that changed the European travel rules. The truth, revealed by a Eurotunnel official, they were surprised by the demand and unprepared for the rush.

A gulf in perception

Apart from my wife Ana (who is Portuguese) and mother (who isn’t) we were joined by a Dutch friend Annette who lives and works in Germany and her German friend Gaby. The event was to prove a great backdrop to a series of conversations about perceptions, cultural nuances and miscommunication.

I’ll begin on the evening of the concert. Since my mother is no longer fleet of foot we needed to park as close to the main square as possible. An early arrival ensured we found an off road parking space. With no barriers, cameras or ticket machines, I was intrigued as to how parking fees were collected and non payment avoided. I was told people just come in and pay out of a sense of obligation.

A day later and the five of us are exploring Maastricht and surrounds. We noticed how the people who served us were smart, engaging and seemingly proud of their roles; and how respectful the clients were of them. Throughout our time there, eating or drinking proved to be a collaborative experience where the ‘server’ took pleasure in your pleasure.

There are staff shortages mainly due to Covid not a lack of interest. Being in hospitality is viewed as a career and not looked down on and seen as a retrograde step for those unable to get a real job!

Linguistic & cultural nuances

This got us onto the use of language. Surrounded by 3 people whose linguistic capabilities put mine to shame we discussed how the English tend to thrive on ambiguity (see Treaty of Maastricht interpretation above).

I shared my experience of managing the intergration of Dutch, German, US and English companies; how the word interesting is interpreted as a positive word by non English when it is quite likely to be a way of saying “not on my watch”.

Another word often used by native English speakers that can cause offence is tolerant. When describing how accomodating ‘we’ can be, I said we are tolerant. “You tolerate me?” was the sharp response! As a result I no longer use that phrase.

I first came across the phrase “Goat mouth” while conducting an interview with a President while on a Knowledge Management assignment in the Caribbean.

Slang expression for someone that has the ability to predict future outcomes (particularly unfavorable future outcomes that causes misfortunes)

https://jamaicanpatwah.com/term/Goat-mouth/1574#.YvuQxPHMJeU

Had I understood it at the time it would have put much of the remaining conversation into context. NB it showed the value of capturing (with the interviewees consent) the conversation and having it transcribed!

Finally, going back a decade, I am working on a project to improve collaboration and team working across a global organisation. Having surfaced a number of stories of behaviours and cultural nuances that separate and unite we create a “What makes us tick?” booklet that serves as a critical friend aimed at getting the team to reflect first and speak / write second.

And finally

You might be aware one of my prime interests is Bees Homes who sells beautiful homes.

The process of selling and buying a property in the UK is convoluted and alien to the majority of the rest of the world. Solicitors / Conveyancers are at the centre of the English process and their interpretation can derail a transaction especially when each has a different take of property & boundary law. When structural surveyors are instructed as they tend to be on older property purchases there is a need for careful interpretation of what their words really mean.

Here’s a true story:

A couple of friends were buying a wonderful but run down property commanding a magnificent view over Friston Forest. When they received the surveyor’s report they questioned whether they should go ahead with the purchase as it contained many comments of concern. Our friends who are practical business people decide to cut throught the caveats and legalese and ask a straight question:

“Are you aware the property has been empty for 4 years? If so would you buy it?”

The response: “No we weren’t. In that case in a heartbeat, all it needs is a little TLC”

Imagine then, selling a historic property to an overseas buyer who works for a parastatal organisation and prone to forensic interpretation of words. The propensity for misunderstanding and mistrust is great and requires the patience of Job. Phrases and words of professionals can be confusing to overseas clients and result in intransigent positions being adopted.

I suggest the English speaking world is privileged but lazy. Few of us speak another language yet we get offended when non native English speakers don’t grasp what we say or mean.

Here’s a mantra I developed many years ago to mitigate this issue. Taken from a post I wrote while helping a new multicultural management team come together:

Perhaps the most revealing was that nobody had English as his or her first language. We adopted this mantra as a way of overcoming potential misunderstanding:

‘I heard you to say…. and I understood you to mean….’

Further we agreed that whenever anyone did not understand a phrase or word they would seek clarification and record it on a white board along with a glossary of terms.

Thanks for reading

Striving for Omotenashi excellence: the value of “Pause & Reflect” sessions

Posted on by

“As a child, I often would go back home to spend my summers in Tokyo with my grandparents. A memory that stays with me are the trips we would take to Kamakura and Hayama. Hotels and ryokans treated every guest like a VIP—no matter if this was the first stay or the 100th stay. The attentive staff was neither pushy nor clingy nor obtrusive. It was a perfect balance. Everything from the first warm greeting to the way meals were prepared and served was an experience, executed smoothly and with such precision it never felt forced or unnatural. Moreover, the hotels had this uncanny sense of knowing what the guests needed. Every time I left, I couldn’t wait to come back again.“

The quote (bold emphasis is mine) is taken from a blog post by Mari Yamaguchi, who comes from a Customer Experience Design and Voice of the Customer background, and gives a good illustration of the five basic principles that underpin the Japanese custom of Omotensahi.

  • Greet the customers
  • Be friendly / smile
  • Use appropriate language
  • Be presentable
  • Act appropriately

As business managers / owners I wonder how many of your team aspire to provide that level of service? Is it part of your culture too? Do your clients say, “I couldn’t wait to come back again?”

Are you able to say we have “..an implicit understanding that there are no menial tasks if the result ensures a great experience…”

In search of excellence

It doesn’t matter the size of your business or industry, operational and decision making processes can always be improved. Taking time to reflect in a non judgemental way is an essential part of the technique Knowledge & Information Professionals call Learning Before, During & After.

As a relatively young business (5 years old this month) Bees Homes has set out to provide exceptional customer service and to use it as a market differentiator. A quick glimpse of its current portfolio amplifies the strapline “Selling Beautiful Properties from the Downs to The Weald”!

First impressions count. Since 90% of property sales originate from online searches it’s essential to stand out from the crowd. Great presentation is key to getting a listing noticed and potential buyers interested and willing to pay a premium.

Bees Homes ‘Tailored Marketing’ (part of a trademarked process – 5Hive) is subject to continual improvment and refinement. Core, is the art of presenting the client’s home to its maximum potential. And to achieve that, a wide range of experienced and talented professionals with complimentary skill sets are deployed at the photoshoot along with an array of accessories and artifacts for staging and styling.

Each event is planned with military precision with estimated timings for each phase, the order in which rooms are to be staged and the role to be played by each professional.

The lead agent needs to ‘see through the lens’ of the photographer and imagine how an image will look online and in the bespoke coffee table brochure that’s produced for each property.

She/he needs to capture enough of the DNA of the property that the Copywriter and Designer can incorporate it in the brochure. And she/he needs to ensure the client is delighted with both the event and the resulting marketing collateral.

Each of these events throw up learnings that are fed back into operational processes. Here’s how:

Learning after: “Pause & Reflect”

Each Pause & Reflect session is run no more than 2/3 weeks after the event and lasts for a maximum of two hours.

It is led by someone who was not at the event and features those who were.

So many organisations fail to engage with the people who work alongside them. In the above example James (our photographer) was able to input a number of valuable insights and suggestions that will improve the conduct future projects and the result for the client.

As an illustration, a list of 10 enhancements emerged from the latest session all of which have been fed back into Bees Homes Tailored Marketing process. The latest brochure of a very desirable property in Rye reflects a couple.

And finally

Bees Homes is fortunate to be led by Ana Aguilar-Corney who is a qualified Interior Designer and experienced design blogger. Ana is able to use her skills to help the team present a property in a compelling way so that prospective buyers can imagine themselves living there.

Successful businesses draw on a variety of skills and give voice to the people who work alongside them. They are willing to hold up their hands when things don’t work out the way they’d planned but (and this is a differentiator) they are constantly seeking a pathway to excellence through process improvement. Dare I say it, to a culture of Omotenashi?