A canoe, a pieris japonica and a conducive space: key ingredients for special and productive meetings

I often refer to the metaphor of: ‘Drinking from the fire hydrant ‘to describe what it feels like trying to keep up with the wave of material that hits our email in boxes.  And if like me you have 4 mail accounts (for different businesses and pro bono activities) you will know the challenge. In the past filtering of content was handled by the manual clippings service which collated material and grouped it according to a set of predefined topics.

Today much of that is automated but you still end up skimming and relying on trusted sources. I find less is more and prefer thought pieces from organisations such as the McKinsey Quarterly and Strategy & Business (formerly a Booz and Company publication now part of PWC).

meetings are the factory floor for knowledge workers

This week’s thought leadership interview by Theodore Kinni in Strategy & Business about meetings caught my eye. Based on a book Let’s Stop Meeting Like This: Tools to Save Time and Get More Done by Dick and Emily Axelrod, a couple of quotes hit home:

S+B: Why should executives be concerned about meeting effectiveness?
DICK AXELROD:
Meetings are the factory floor for knowledge workers.They are where a lot of work gets done—or should get done—these days. Organizations are getting more complex, and making them work requires people to meet. Meetings are also artifacts of the organizational culture. If you change the way you meet, you can begin to change your culture. And meetings are huge engagement opportunities. They are where people decide whether they’re going to sit on their hands or they’re going to put their wholehearted self behind whatever needs to be done.

AND

…..These five factors—purpose, challenge, autonomy, learning, and feedback—provide a way of thinking about a meeting that goes beyond the agenda and mechanics, like how you set up the room. If you can embed them in your meetings, you should have good ones.

S+B: How do you embed them?
DICK AXELROD:
We use something we call the “meeting canoe” for that. It’s a six-stage process that represents the order, shape, and flow of the meeting experience. First, you welcome people and connect them to one another and the task. Then, you help them discover the way things are, and elicit their dreams about what could be. Next, you help them come to a decision about what should be done and ensure that everyone is clear about the decisions reached and who is going to do what. Finally, you attend to the end by reviewing the decisions reached, identifying next steps, and reviewing how you worked together.

choose which meeting you attend

This all struck me as being true! We are all looking for ways of making meetings more effective and the idea of making them voluntary (you have to see value and want to attend) is one that plays very well with Open Space Meetings – A method of running meetings – the agenda is decided on the day by participants and there are five main rules during the mini-breakout sessions:

  • Whoever comes are the right people: this alerts the participants that attendees of a session class as “right” simply because they care to attend
  • Whatever happens is the only thing that could have: this tells the attendees to pay attention to events of the moment, instead of worrying about what could possibly happen
  • Whenever it starts is the right time: clarifies the lack of any given schedule or structure and emphasises creativity and innovation.
  • When it’s over, it’s over: encourages the participants not to waste time, but to move on to something else when the fruitful discussion ends.
  • Law of Two Feet” (or “The Law of Mobility”). If at any time during our time together you find yourself in any situation where you are neither learning nor contributing, use your two feet. Go to some other place where you may learn and contribute.

You need special people and a confident organisation to run Open Space Meetings.  Most people need an agenda published in advance in order to decide whether to attend. In many of the cultures I work with such a session would be viewed as frivolous at best.

What I have observed, and why I was drawn to many of the assertions made by Dick and Emily, is that set up and space are so important.  Its a core theme in Masterclasses I run.

the right space and the right culture

view of the CityA month ago I was a guest at the official opening of dotmailer‘s new Head Office concurrent with their 15th birthday.  I had the pleasure of working with them in 2005 when the founders were thinking about where to take their evolving business (then called Ellipsis Media) and Tink Taylor (Founder) has been very generous in recognising that contribution in the what others have said section of this site – I will publish a note on that in due course.

I mention the testimonial as the company I looked at then has many of the same people still working for it today. Much of that is down to the working culture and collegiate approach which their new HO building in London which overlooks the City reflects.

dotmailer kitchenI particularly liked the use of the English style tea house (kitchen) which houses the original table from the pub in Croydon where the 3 founders first met and discussed the business.

And the use of the bubble pods for meetings and the iPad driven coffee machine.  Make the best coffee and people will meet around it, site the meeting areas close by and people will use them. dotmailer has dotmailer podsmade meetings (and work) fun and its dramatic growth as a business would indicate its a formula that works.

and finally

My title draws on three metaphors: a canoe, a pieris japonica and a conducive space.  I’ve dealt with the space issue above. Here’s what Emily Axelrod said about the canoe:

EMILY AXELROD: Our graphic artist, Bob Von Elgg, came up with the canoe as a metaphor for meetings. We love the idea because a canoe requires direction and coordinated action to move through the water. And when you look at a canoe from the top, its shape is reminiscent of the meeting experience: A meeting is a conversation that starts out small in the welcome and connection stages, it reaches its widest point when you’re discovering the way things are and eliciting people’s dreams, and begins to narrow again as you decide what to do and attend to the end.

Plants, like humans, require the right environment to flourish: put a shade loving plant (or person) into the limelight for too long and they go off colour; give them the right nutrients and feed them and you will reap the benefits.  Below is a Pieris Japonica I have grown from a small plant.  At the start of the season I gave it too much light and put it in a draughty spot – the leaves went brown and it lost its colour. Now in a sheltered spot (out of the wind and part shade) it has had a resurgence.

Managing meetings is an art form requiring careful husbandry. Get it right and the results will be spectacular!

Pieris Japonica

Tips for working on international assignments (part I)

Thanks Frank (Gardner)

It was he who encouraged me to blog about my experiences and I have always wanted to be able to share some of the techniques I’ve come to adopt when undertaking international assignments. The offer by Sandra Ward and Val Skelton, Co-Editors of Business Information Review, to write an article for the forthcoming edition was too good to miss and so today I submitted that piece.

Here are just a few snippets from my submission (the pictures won’t be appearing):

Abstract

In today’s global village the ability to work cross border and cross culture is increasingly important. This article looks at the lifecycle of an assignment from winning and negotiating to working and collaborating concluding with reporting and getting paid. It examines what it takes to run successful international assignments while identifying a number of potential pitfalls to be avoided and issues to be considered.

Baggage trolley at El Fashar Airport DarfurI am lucky; I’ve worked across five continents and experienced many different cultures over the last 40 years. I’ve been shot at in Ireland, detained in Sudan, been part of an aid convoy in the Philippines after Typhoon Ondoy, slept in a tin shack in Darfur, shared a room with a desert rat while watching oil fields burning in Saudi Arabia in the aftermath of Desert Storm and landed in Barbados after the island’s only hurricane.

When I reflect on a few snippets from a lifetime of conducting international assignments it’s perhaps unsurprising that my daughter frequently asks the question at the top of this piece.

Winning the business

We’ve all had ‘we’d like to invite you to tender for’ requests from organizations we’ve never met. As you become more visible and published so these increase. As a rule unless you can trace a direct link to someone you know or somewhere you’ve been then you are being used as padding for a tender process. Be warned. It takes a considerable effort to respond to tender requests especially when there are procurement specialists intermediating….

Negotiating the ‘deal’

….An African friend of mine signed up for a consulting engagement with one of Africa’s major organizations. It looked great and met all of the criteria outlined above. Payment was triggered by receipt and acceptance of a set of reports and recommendations. Now 9 months later he is still waiting for formal approval for his reports. His mistake? He had no milestone payment and no upfront mobilization fee. Next time he might insist on a payment for delivery with balance on acceptance.

Travelling and staying

… Before I decide on whether to go or not to a country I check out what and whom I know who might help – I conduct my own ‘Peer Assist’ – and visit the members’ library at Chatham House.

…Accommodation can make or break an assignment! A client will often give you an allowance or have preferential rates. Expensive doesn’t always mean good; proximity to your client is vital as is the ability to work in your room. For Darfur Victoria Ward and I had to undergo UN security training. It taught me a number of things I use today when asking for a room:

  • Above tree line and below floor 7
  • Preferably not facing the street
  • Proximity to fire stairs.

Working & communicating

The Culture Map which notes that human speech varies depending on whether there is a “high” or “low” level of assumed shared cultural context. This affects vocabularies: the English use more words whereas North Europeans (and Americans) tend to be more forthright.

Why is this relevant? If you don’t adapt your style and (in my case) speak slower, write more succinctly and with less jargon, there is huge potential for miscommunication….

Importance of set up

If the way we speak, write and hold ourselves is important so are the technological underpinnings. Consider this: in many organizations the jump drive (memory stick) is banned. There is a limit on email size (try sending a video to a client), browser activity is monitored and restricted and guest access behind their firewall requires countless sign off and takes days!….

Listening ears and noticing eyes

How you are received on arrival is usually a good indicator of how important your visit is…

…I also find it pays to listen more than talk especially in the early parts of an assignment, as someone once said ‘you have two ears and one mouth and should use them in that proportion’…

Friendly ‘fire’

Assuming you are by now super observant and minding your P’s & Q’s, the next big challenge facing you is how to work with your immediate stakeholder group. You need to establish separate sounding boards not just your project sponsor…

Handling left field moments

Even the best of us can inadvertently put a metaphorical foot wrong. Our actions are magnified when we are dealing in a different environment and out of our comfort zones….

…Perhaps my most surreal experience occurred in Sudan when I was invited to visit a major company for a discussion only to find on arrival there were 200 people assembled to hear my presentation on ‘Knowledge Management in the Energy Industry’. After recovering from the shock I conducted a 45-minute Q&A session prompted by an opening, ‘What keeps you awake at night?’

Reporting and getting paid

I’ve had mainly positive experiences dealing with international clients and getting paid. Typically the more ‘developed’ the country the worse organizations (especially governments) are at making payment if you are an SME.

However I’ve found people will try and find a way to pay you if they feel you’ve done a good job. Your challenge is to manage that perception!…..

Ten tips

If I were advising someone about to undertake their first international assignment what would I tell them?

  • No credit cards in SudanClarity is key, ambiguity is the enemy of progress: be clear about the terms, what they are going to get, when and in what format and what help and assistance you need from them in order to deliver it.
  • Prepare for the unexpected: plan for disasters and have a backup (if you are on medication take that in your briefcase); save your work to the cloud (securely of course). Adopt my 50/50/50 rule and always have that amount of £, € and $ in your wallet.
  • Keep detailed field notes and conduct regular After Action Reviews or Pause & Reflect sessions as a team: It’s vital to be able to reflect on what you’ve heard and to have the ability to play that back in regular progress reports.

I will share the rest of the article and the remaining seven tips over the coming months.

Pattern language writeshops, gamification and the importance of passion: a chairman’s perspective of KMUK

“Very stimulating couple of days at – insights into gamification, perspectives on engagement & mulling over global individual concept”

This quote from one of the presenters was a great way to end what was a really enjoyable and rewarding couple of days at the 11th KMUK held a few weeks back.  Despite sharing chairing duties with David Gurteen I managed to capture much of the social media activity on Day One and publish a series of Storify accounts.  On Day Two I upped the informality and attempted to broaden the gamification debate with Andrzej Marzcewski.

A lot of ‘Operational KM’ activities emerged but I will focus on presentations from Alim Khan who outlined a very interesting technique in co-creating a report (writeshops), gamification session with Andrzej and an energetic performance from Patricia Eng on the US Nuclear industry’s knowledge capture and retention programme.

Knowledge Capture & Retention in the US Nuclear Industry – a story of passion!

So Ladies first, here’s a few of the comments Patricia made:Bp1_bVNIgAAwPu-

You have to make the exec management think you are serving them but you are serving the workforce

Don’t worry if you don’t have much money, what you need is PASSION, hang about the cafe. Replaces the old smokers room.

KM metrics? Ask the problem owner, help them develop the tools, go back and see if things are better

IMG_2171The slide that caught my eye though was this one. Apart from the fact that Patricia’s efforts save $37m she rightly focused on the pain points one of which was around departing knowledge. It was a theme that came back a number of times and Patricia’s work inspired a similar exercise at Lloyds Register.

Patricia believes people who leave have different motivations for sharing what they know before the leave even if their departure is involuntary.  I would group them into the following categories:

  • Legacy/Notoriety: I want what I’ve done in the organisation to be remembered and passed on;
  • Avarice: I want my cv to reflect what I’ve done and I see this process and the stories it generates helping me as a freelancer.

In fact this ‘What’s in it for me’ motivational issue is often overlooked by many KM’ers and is one of the core foundations of the work I am doing in Iran with Ron Young. And here’s where I disagree with many in the KM community who are convinced that if you get the culture right then knowledge sharing naturally occurs: There has to be something in it for people to be willing to share what they know.

A study in collaboration at the World Health Organisation

Dr Alim Khan is an incredibly well educated individual who thrives on complexity and with whom I had the good fortune of spending two weeks in Darfur as part of a mission to see how KM might be grounded in a humanitarian crisis. It was therefore not a surprise to see him presenting on the topic of how to accelerate completion of a project report and findings using a wiki based on Christopher Alexander’s Pattern Language work.

The idea of a pattern language appears to apply to any complex engineering task, and has been applied to some of them. It has been especially influential in software engineering where patterns have been used to document collective knowledge in the field.

This was a great example of non routine content aggregation via the coordinating mechanism of a wiki -from workshop to writeshop. ‘Building a collaborative knowledge product at the WHO’ was a session that showcased new thinking.

It’s only a game!

The previous week Andrzej led a Knowledge Cafe session on Gamification in a KM Environment. Once again this was an entertaining talk focusing on the psychology behind the use of games and especially the variety of user types (stakeholders) an organisation needs to consider and their motivations (the ‘\what”s in it for me’ again) for participating.

IMG_2185Andrzej and I then led a working session where the delegates were asked this question:

what role (if any) do you see for gamification in KM?

The discussions were wide ranging: many were sceptical; some were Gamification Ideas KMUK 2014converts; others saw no role.  But when asked to note down their top  ideas this is what emerged:

I was particularly drawn to the idea of surfacing expertise (which is how CapGemini where Andrzej is the Intranet supremo uses the technique) and the idea of using Gamification to demystify KM.

My take: Gamification is a big leap to make for senior executives who have not grown up in an online interactive environment. As Andrzej points out each one of us who uses LinkedIn is engaged in Gamification; ditto those of us with loyalty point cards. Its about how the technique is introduced that matters and where it is targeted.

A word or two from Dave Snowden

A few quotes from Dave’s opening address which I thought were spot on:

Danger of Community of Practice – correlation doesn’t give rise to causation.

@snowded prefers to talk about ‘decision support’ rather than ‘knowledge management’ – it describes what it does

Understanding the history of the organisation is a key to understanding its culture.

The idea of creating a big database of lessons (identified) only works if those are then fed back into the workings of the organisation – then they can be described as ‘Lessons Learned’! Most aren’t which is why the idea of a pool of case studies is often also a waste of time.  Its rare for two cases in one organisation to be the same so why would you expect something that happens someone else to be a perfect fit for your own organisation.

And finally

Future of KM is facilitation, not management. Needs to be part of the how we natively work & relate.
The new world of the Knowledge Managers- moving from managing knowledge repositories to facilitating communities #kmuk

Exactly!

 

Does Gamification work in a Knowledge Management environment?

I spoke last week on the topic of gamifcation with Andrzej Marczewski ‏(@daverage) and Stephen Dale (@stephendale).  Both have more than a passing interest in this topic:

  • Andrzej is currently ranked the #1 ‘Gamification Guru’ (in a US online poll) who focuses on inter alia User Types, who blogs and publishes the Gamification News;
  • Steve who has a long and distinguished career in Knowledge & Information (and who has chaired Online for a number of years) is interested in how behaviours are influenced by gamification and recently ran a well received workshop for NetIKx ‘#Gamification strategies for incentivising knowledge sharing and engagement: http://slidesha.re/1iJIYxO

I first heard Andrzej at Ana Neves’ excellent 2013 Social Now event in Lisboa where many of the presenters described how they’d used gamification techniques. It occured to me then that as communicators and marketers are increasingly using Gamification for engaging with staff and external stakeholders, so why should Knowledge Managers be different?

Fast forward 12 months and Andrzej, Steve and I are talking about whether Gamification might work in a Knowledge Management environment, the topic of Andrzej’s presentation and a joint session I am running with him at this year’s KMUK event on 11th and 12th June which I have the pleasure of co-chairing with David Gurteen.

KMUK Presentations

This session will take a look at the technique through the eyes of one of its leading evangelists and delegates will then have a chance to discuss its potential application in a knowledge management environment. Here’s the ‘blurb’

Gamification: Past, present and future – Andrzej Marczewski

  • a review of the landscape and its evolution
  • a look at current practices and examples
  • how to decide when to apply it
  • identifying and working with different audiences
  • critical success factors
  • where will it be in 5 years time

Gamification in a KM environment – Paul J Corney

Paul will draw on research being undertaken in advance of the conference to lead a group discussion prompted by Andrzej’s presentation to examine:

  • has it caught on in KM – a review of adoption across knowledge workers
  • what are the barriers and how might knowledge workers might overcome them
  • where it can be most effective and with whom?

Seeking gamification examples in a KM environment

Over the next few months Andrzej, Steve and I are going to be trying to identlfy whether examples really do exist and if not why not!  In Steve’s excellent presentation to NetIKx he unearthered a couple of great examples from the world of health including Pain Squad – the App that gamified healthcare in Canada but he struggled to identify KM examples.

Perhaps its because we associate the phrase with technology?

In my book many of the experiential exercises my colleagues at Sparknow and I developed (and are written up elsewhere) such as:

  • A day in the Life
  • Future Story backwards
  • In their shoes

are all examples of gamification – that by doing and experiencing knowledge is shared, people are engaged and behviours shift.

More in the months to come.  Keep watching Andrzej’s excellent site for a chance to participate.

 

and finally (July 2014)

Here’s the outcomes from the group sessions at KMUK of where KM’ers thought Gamification might work in a KM environment.

IMG_2915

8 essentials for conducting good debriefs

This is taken from my recent interview with APQC.

Their question: In your experience, is there one thing that all great debriefings have in common that allows them to be productive?

And my answer

All good DEBRIEFS have

  • Design: A good agenda agreed to in advance with a specified end sent to the right people.
  • Environment: If this is wrong you are starting from a negative place.
  • Briefing: The set up is vital – the key players need to commit to being there and to understand what the objectives of the session are.
  • Roles: Make sure people know why they are there and what’s expected of them.
  • Intuition: if you are facilitating, trust your judgment and be flexible and willing to go down different pathways; expect the unexpected!
  • Engagement: Be appreciative and encourage laughter. When people laugh they relax and are engaged, when people relax they are often creative, and when people are creative things happen.
  • Food and Beverages: They lubricate the tongue and act as a natural break.
  • Silence: Don’t be afraid to let it hang when you are getting to an uncomfortable moment.