Menlo Park Syndrome

Psychologists refer to something called the capture-bonding psychological trait, something Wikipedia claims may ‘lie behind battered-wife syndrome, military basic training, fraternity hazing,’ and so forth. That reference to basic training is illuminating.  I recall my first night in basic, looking out the window at a bird on a wire as I struggled to relax.  After a time, I noticed the bird was long gone and the sky was a different, lighter color.  I can’t be certain, but I’m fairly sure I stared out the window for hours rather than sleep that short night.  I must have blinked a few times, but otherwise - I can still see that wire.  I had been captured.

Fortunately: the inane conversations and arguments over nothing, the routines designed to test discipline and obedience, and the constant inconvenience that is experienced when you life is not your own - ended with my graduation from U.S. Air Force basic training six weeks later.

Thirty years later, I graduated from Facebook and felt much the same immediate relief as I did when I placed San Antonio, Texas in my rearview mirror.  My life is my own again.

I do not blame Facebook for the inane conversations and arguments, those were the result of my lack of discipline.  I could not bring myself to avoid political arguments, and continue to be amazed at how many of my friends and family seem to be auditioning for positions as AM talk show hosts.  Some friends said they appreciated my engaging in these conversations, but I began wondering why my time was being given over as the front man in the picket line, screaming across at the counter-protesters.

My grown children are much better at balancing their time on here, and marveled that I found myself spending far too much of an evening crafting arguments or responses during the political season last year.  (I fear the term ‘political season, implying a discrete period for political discourse interspersed with apolitical periods - is destined for the dustbin.)  Soon, it seemed every news event or rumor started appearing on my ‘wall,’ and I was responding to far too many of them.  I culled my ‘friend’ list late in the Fall, hoping that removing some of the fringe would restore my evenings, but to no avail.  I did have constructive, inspiring, and thoughtful exchanges with many of my friends, but also somehow once encouraged a childhood friend of my Bride’s to demand I perform a biologically unnatural act upon myself.  Sorry about that one, love.

So last week - I pulled the plug.  I’m not wired to filter or ignore, and apparently I’m drawn to the drama.  It’s not you, Facebook, it’s me.  Well, to be fair, it’s partly you.  I do not know what my 81-year old mother clicked on in order to ‘like’ Tyler Perry movies, but that’s something I did not need to know.  The increase in posts telling me that various friends ‘like’ a certain retailer or musician became quite distracting.  Yes, there are tools to tinker endlessly with one’s feed - but I understood quickly that having to tinker endlessly is yet another ingenious approach to keeping you focused on the site. Let's not even get into your endless policy changes, ever proving the common wisdom: If you're not paying for the service, you are the product.

I will miss out on your latest innovation, where now social graphs can be searched.  (Finally, I can know in one click how many of my friends ‘liked’ Les Miserables!)  Somehow, I will struggle on without that insight.  By reducing just this one ‘walled garden,’ which had become more of a dog run for me really, I have already regained my evenings and some of my sanity.

Much as I felt thirty years ago, I have no regrets placing Facebook in my rear view mirror.  Unlike my previous capture-bonding syndrome, however, where I continue to harbor a love for the U.S. Air Force, I will not defend my more recent captor.    It turns out that curing Menlo Park Syndrome is as easy as this:  http://deletefacebook.com

My Cup of Tea

My British lunch companion cringed when I poured sugar in the cappuccino.  Not because one does not add sugar, but because one does not, apparently, add white sugar.  “I can’t [pronounced ‘cahnt’] believe they gave you white sugar.  That is for tea, brown sugar is for coffee.”  I’d never heard that, and asked him to share more tea imperatives.  Turns out I’d done it wrong all along.  You are “supposed” to pour milk, add the tea - and in India the milk and tea is brewed as one - then sugar to taste.  The rules are obscure, but violations bring physical discomfort to my colleague.

In Hanoi, I learned the role of Vietnamese green tea in business. While not an elaborate tea ritual per se, the role of this strong tea in business meetings was driven home when the beverage was poured at the formal outbrief.  This was not something made available in case I craved a hot beverage on a torrid June afternoon in Vietnam - I was expected to share the teapot with the government deputy minister.  As may be true around the world, the boss’ tea was much superior to that shared by his staff earlier in the week.

In Beijing, I knew to order green tea and was not disappointed.  In Mumbai, I learned there was something called Assam, in addition to Darjeeling, etc.  I craved Irish breakfast tea, and was told, gently, that what I wanted was black or Assam tea.  In retrospect, adding the brown Demerara sugar was a violation of my friend’s first principle regarding color coded sweeteners.  By the time I reached Australia, I became used to ordering ‘black tea’ with milk and sugar.

But when I ordered it like that, just like that, on a United airlines flight, the American flight attendant was not amused.  Back in the land of Lipton, I had forgotten that ‘black tea’ at home means no milk or sugar.  We do not differentiate among the many teas available, unlike the majority of humanity.  So when I ordered ‘black tea, milk and sugar,’ I received a withering glare in return.  It took me a second to realize my error.  How could she have known I spent much of my summer receiving the equivalent of a semester in tea education?

Tea is a pretty basic commodity, the cultivation and distribution markets established hundreds of years ago.  Manuals no doubt exist to help the new worker understand how to continue the long tradition, bringing this product to market.  Manuals, however, will fail  in the final application.  The local enjoyment of the product, that activity which drives demand.  This final, critical routine is rich with local context.  You may decide you can write local manuals, but my dapper British colleague is of Indian extraction.  His preferences, as emotionally laden as they appear to be, are personal and unshakeable. The value of the tea cannot be pre-determined by manuals or engineering diagrams - but by respecting the shifting context that defines the experience for the individual tea-drinker.

I'm certain this applies only to tea, though.

Defibrillating Knowledge Management

This is not the original title for this blog, the change is a bow towards the good folks on the ACT-KM listserv, some of whom are checking for a pulse on the teenaged wrist of Knowledge Management. The social graph used to be analog, fleeting and personal - which extended to our metaphors:  “Whom do you call?”  “When you spin your office chair around, who are you looking to?” “Whom do you trust to not steer you wrong?”    Unless phone calls were recorded and transcribed, the conversations were fleeting.  Water cooler chatter died away as people returned to their desks. Each participant taking with them their own knowledge of the interaction; based on their past experience, their cognitive biases evidenced through learning filters, and the random noise that affects the metaphorical learning that helps us navigate our day.  While the sociology of trust relationships has not changed, and human cognition is still very much an analog function; the digitization of our interactions has increased dramatically over the past decade.  The implications are profound for organizations and should be reflected and exploited in any competent KM strategy.

When these interactions are instead in a discussion forum, a wiki, or as a result of blogged comments, or using an instant messenger tool, or email, etc., the exchange of information is - at least theoretically - available for trend analysis; for addition to the corpus of organizational understanding; or for use by people who were not party to the original conversation, perhaps separated by time and distance.

With this new digitization of organizational conversations, the opportunity for an organization to understand, leverage, and enhance the social graphs represented by its members interactions is very real.  The organization considered mature at KM, therefore, is one that learns from the conversations among its members - scaling the water cooler experience and aware of trends across the knowledge exchanges that fill our day.

Amazon.com has a business model that focuses on the ‘interest graph,’ the potential connections among people who share interests but who are not connected otherwise.  By analyzing buying habits and interests over time, Amazon developed a “recommendation engine” the suggest purchases it has observed trending among “people like you.”

This concept of an interest graph can be brought into the enterprise as well - extending to expertise across organizational members who are unaware of people working on projects and problems similar to themselves.  The idea that an organizational knowledge system can provide a level of work recommendation follows naturally - connecting otherwise disconnected workers based on common interests and need.

We often speak of KM in terms of generations - although few agree on the precise phases that have been experienced since the mid-1990s.  One construct looks back and considers the phases as 1) document-centric, 2) person-centric, and 3) network-centric.

We used to base interventions (1st generation) under the KM umbrella believing that ‘organizational knowledge’ was contained primarily in our work artifacts; documents, spreadsheets, project plans, etc.  Efforts to improve an organization’s KM were thus focused on repositories, with entreaties to “share your knowledge.”  The tools were crude at first, evolved to become web-based and now are extended to ubiquitous mobile platforms.  Early on, however, it became clear that the “provide and pray” approach failed to address the sociological challenges - there is a long human journey for most organizations to advance to becoming a truly collaborative enterprise.  Core aspects of the organization, from process to management incentives and beyond, must adjust to realize this transformative vision.  Technology alone never addresses the individual behaviors that have to adapt such that the organizational change can occur.

This led to a 2nd generation of KM, which recognized that not only did technology not change behaviors, but that knowledge is actually biologically determined.  The knowledge structures in the mind of the receiver will never match those held in the mind of the sender.  Expertise is personal, exchanged only as a result of a volunteer effort by the person, and transferred over trusted social networks.  This led to a move away from (but not an abandonment of) document-centric architectures.  We remain habituated to linearly constructed formal documents, standard procedures and checklists that guide our work and transfer best principles from previous workers and generations.  This is the intellectual capital for most organizations, and resonates with the learning styles that begin with primary and secondary education.  (This too, is subject to flux, as revolutions in education will reverberate in the workplace - challenging this presumption for some countries - beginning around the year 2025.)  Nevertheless, the focus for 2nd generation KM was to connect these experts to knowledge seekers, and facilitate the exchange of trusted information across space and time within an (often distributed) enterprise.

The 3rd generation of KM, building on the first two, began to recognize that these networks represent the core organizational value.  The valuable intellectual capital - that which truly distinguishes a firm in the market - exists in conversations between members of the organization.  The 2nd generation is true enough for individual knowledge - we learn from others who volunteer their experiences, knowledge is not ‘transferred’ or ‘shared,’ it is learned.  However, for organizational knowledge, the focus is on these conversations.  This leads to the need to balance document repositories (databases and electronic document systems); ecosystems where expertise can be located quickly and questions are answered with accuracy and timeliness (email); and (3rd generation) advancing the health of the social graphs within organizational subcultures (social network analysis, emerging social business tools).

This generational path - representing almost two decades of the KM discipline - has been influenced by research in cognitive science and neuroscience, advances in information technologies, and the broad consumerization of social tools - often referred to as social media.  Globally, most people are not active on these consumer tools; however in certain countries and for certain cohorts, the expectation that one will ‘live out loud’ is beginning to transform the workplace.

“Working out loud” refers to the fact that workers are embracing the behaviors that drive them in their leisure time to Facebook, LinkedIn, Twitter, Foursquare, etc., within the workplace itself.  This transformation of the workforce, combined with enterprise-class social tools, represents the operationalization for this 3rd generation of KM.  While references to this 3rd generation date back a decade, it is only in the past few years that people have altered their social behaviors to embraced the digitization of their social networks. The realization of this 3rd generation means that the informal networks and the interactions there that have always been critical to decision-making can now be leveraged, analyzed, extended, and advanced for dramatic increases in organizational value.

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* I am in revolt against expensive royalty-free photos, and will just use pictures from my own collection until I calm down.

Disturbing, this Distributing Cognition

For the umpteenth time, I yelled up the stairs to my teenaged daughter - the most unflappable human I knew.  “Did you put the garbage out?”  “Ok,” came the laconic response.  “Ok?  How is that an answer?  Why do I have to remind you every week?”  Minutes later, she bumbled down the stairs with a sigh, and went about her task.  Uncomplaining, but judgmental in the way only teenaged girls can carry off. In calmer times, I asked her a deeper question.  I’d like to think I was calm, but I’m likely being kind in my historical rendering of the conversation.  “Why do I have to remind you every week about the trash?  You don’t seem to even know what day is trash day!”

“I know what day trash day is. It’s the day after you yell at me to take it out.”

That one stunned me, and has stayed with me in the intervening decades.  It was the most honest expression of distributed cognition I heard, although I didn’t know the term at the time.  Because I could be relied upon to remind her, she never took on the task to remember the day of the week that contained her chore.  I would like to say that this behavior is not repeated in my marriage, where certain cognitive tasks are embodied in our relationship - often to the exasperation of my Bride, but I heard once that blogs should reflect truth.

A 2009 article bemoaned our shrinking hippocampus, the area of our brain that allows us to navigate spatial landscapes.  The speculation is that our reliance on smart phones and vehicle GPS means that we are offloading cognitive processes into our environment - embodied cognition that is demonstrated when someone asks if you have the time.  You say yes, even though what you mean to say is that you know how to learn the time.  You say, ‘Yes, I know what time it is, as you look at your watch to learn the information.’ Even this example is dating me; how many still wear a watch when a time-keeping device connected to an atomic clock is sitting in our pockets (or in, gasp, holsters)?

It's not just about navigation or trash.  A friend yesterday used some email-to-text magic to ask if I had plans for this evening.  I immediately texted back to indicate my lack of a social life.  Midday, I noted there had been no response and texted again - "Plans?  Thoughts?" No reply.  It never occurred to me to try an alternate mode - he had texted, and I was unconsciously respecting that communications mode.  When I considered the lack of response, I determined that he had good reason to be incommunicado.  Talking with him this morning, I learned that through some glitch in the matrix, he never received my multiple replies.  I presumed the communications channel was without flaw, and presumed a social reason for the silence.  When did I forget how to dial a phone?

And no, I will not be attending a wine dinner this evening after all.

Fortunately, the brain is constantly re-wiring, re-writing its code.  Microglial cells navigate our brains to prune redundant, poorly wired and obsolete synapses.  I am making a logical leap here, presuming that these pruning cells are engaged in the process of distributed cognition (or the recovery from it), but it seems likely microglia play a part.  This microglial cleaning is done, I should add, without your intervention. This is an ongoing Spring cleaning, but unlike the one where you stand on the stairs demanding your spouse reconsider trashing your old Yes album covers.

As a result of this constant re-wiring, for example, the hippocampus of the London cab driver is larger than yours, because of their onerous training: the requirement to memorize a 6 square mile patch centered on Charing Cross such that they know the optimal path between any two points therein, in any season. The requirements of their job led to a re-structuring of their brain.  They cannot rely on a map or GPS, but must internalize this knowledge.

So you can expand your navigational sense, you can regain the ability to find your way from Shady Grove to Adams Morgan.  You can re-learn what day the trash is picked up.  But first, you need a strategy.  What cognitive processes are best embodied in your environment, leaving your efficient brain to focus on ‘higher-order’ tasks?  Perhaps GPS is a trustworthy object to replace your hippocampus. However: What processes have you offloaded, without thinking about it?  And is that distributed cognition in good hands?  Are you trusting the best objects/interactions with helping you to know?  What did those Spring cleaning cells trim away last night as you slept?  This last thought, without too much explanation, may give some of us reason to pause and reflect this weekend.   Do enjoy.

IM v KM

I enjoyed a pleasant email exchange recently with someone who referenced an earlier (infamous?) blog posting regarding what I witnessed as the death of Knowledge Management in the U.S. Department of Defense.  Without rehashing that work, I was interested to see that the post was circulating again. I'm happy to be updated on what I saw in 2009, and welcome any opportunity to update that observation. Within the email exchange, I was asked a question - what do I see as the difference between Information Management and Knowledge Management?  I thought I would share that answer here, offering it up to the gods of Google, in case I need it again someday.

The difference between IM and KM is the difference between a recipe and a chef, a map of London and a London cabbie, a book and its author.  Information is in technology domain, and I include books (themselves a technology) in that description.  Digitizing, subjecting to semantic analysis, etc., are things we do to information.  It is folly to ever call it knowledge, because that is the domain of the brain.  And knowledge is an emergent property of a decision maker - experiential, emotional framing of our mental patterns applied to circumstance and events. It propels us through decision and action, and is utterly individual, intimate and impossible to decompose because of the nature of cognitive processing.  Of course, I speak here of individual knowledge.

First principles, don't lose sight of how we process our world.

The difficulty is applying this understanding to organizational knowledge.  Knowledge is only in the brain, but organizations have a shared understanding (referred to as 'knowledge') as well - humans gathered in groups fit themselves into artificial decision constructs ("collaboration," "consensus") in order to leverage the collective individual knowledge to make decisions for the group.  My approach is to understand cognitive science, organizational theory, and information science to understand ways to improve group behaviors.

Breaking Down Love's Checklist

I was confronted today by a checklist posted by a friend - 10 questions that “should be asked before your wedding day.”  I found the questions absurd, as someone with 29 years of marriage under my belt, and suggested she pass these before long-married couples, and count the ones who say, “yeah, that’s what we did!”  The friend then challenged me to respond in a blog, revealing what I see as the ‘keys’ to a good marriage. I understand the culture engendered by the Checklist Manifesto, where every task can be decomposed into simple lists to ensure quality.  Like all management fads, it has its place, and becomes farcical when applied beyond its utility.  Marriage is not a 50-50 proposition, it’s a 100-0 reality, unevenly distributed over time.  If that idea is an unfriendly one, reconsider the whole marriage idea.

This blog challenge gave me pause, as those 29 years represent time spent with two different spouses (8 years and then 21 years and counting).  Who am I to challenge these ideas?  I have no keys to a good marriage, because they don’t exist.  The notion that we can approach this as a business plan is silly. As a father, I counseled my daughters to consider four questions with their respective intendeds. (I managed to help Daughter the Younger reconsider a potentially disastrous engagement using this technique - but really can't kid myself into believing anyone took me seriously otherwise.)

So rather than a checklist, I asked that they consider four big questions, and see if their intended had similar answers. This was a simply exercise in compatibility, certainly not a recipe for a successful marriage.

Ok, those four questions - again only getting at compatibility for a person with whom you're thinking of sharing a bathroom for the next 60 years. Insufficient, but a start:

1) What is perfect entertainment?

2) What is perfect relaxation?

3) What is perfect sex?

4) What is sacred?

There are no keys, there are only conditions. We can't plan, we can only influence and adapt - based on a core bond that is nurtured and prized. All else is negotiable. (E.g., you can agree to a child 'strategy,' but if one of you becomes disabled and unable to accommodate, is that a ticket to your 'exit strategy?')

Nevertheless, the blog challenge remains on my laptop.  I summoned the Bride, and we answered these as a couple.  I took the liberty of challenging the question - some may consider our answers as non-responsive.  As with every other observation of our marriage, thanks so much for your observation:  but it’s working for us.

What is our “mission statement” as a couple?

We did not have a social mission or a business plan when we decided we no longer wanted to live apart.  As a couple, we considered our vows as the “mission statement.”  But let’s recover the language - the vows were our initial promises to one another.

To what extent are you willing to go to have a family, medically?

We had a family, already.  I brought a son into the marriage, she brought two teenaged girls who lived with us.  Family planning is a core decision to make together, no question.  But one never knows how far you are willing to go ‘medically’ to do anything.  No amount of planning prepares the father who confronts an unconscious wife, whose life depends on endangering their unborn child.  Deeper issues abound here, the checklist fails utterly.  This is a reasonable question, which resolves the bare minimum in terms of planning.  Deeper convictions will be called upon when the unexpected confronts us.

What will we do if we find out our child has severe disabilities?

Child or fetus? What’s the real question here?  Do we have a view of life as disposable, casting aside the inconvenient gifts?  When does life begin?  Under what circumstances do we institutionalize our crippled child?  The language here is a bit too bland for me, let’s use real nouns and compelling language to chip away at the emotions that will rule that day.

Who should I have on speed dial for the days when I just can’t figure you out?

Each other.  Unless you are pondering a polyamorous relationship, why would you invite another to help you understand your life partner, your helpmeet?  The friend I vent to about my Bride is not someone I want on her speed-dial.

Can you name two couples that you admire and would hope to emulate?

No, because the whole notion of best practices is a discredited one in business, and even more of a failure in relationships.  You never know the reality of relationships you observe; your goal should be to become the model to emulate, carve your own path.  You can’t know what it truly takes for relationships you admire to work, it’s a fool’s errand to pretend otherwise.

How do we stay sexually engaged with each other?

Have a lot of sex.  Also, expand your definition of sex.  Touch throughout the day.  Compliment one another constantly.  Flirt ceaselessly.  The Bride and I have had satisfying bouts of foreplay that last for weeks, while never losing any clothing. Sex is a communications channel, for those who insist on business language.  Find out what turns your partner on, and devote yourself to that end.

Will we share our credit reports with each other?

We will share our credit reports with our creditors.  We will merge our futures, and therefore discussing how we think of money goes much deeper than our past.  Discuss purchases, talk about the value of material wealth, the emotional response to debt, and hold hands while you pay the bills.

Should we have an exit strategy for the marriage, and if so, what would it be?

While you’re at it, write up an exit strategy for your relationship with your children.  Exit strategies are relevant when considering land wars in Asia.  While a marriage can seem more stressful and destructive than war, it is supposed to be a cleaving of souls.  If confronted with this checklist, I would seek an exit strategy for the engagement.

If married previously, why did it end and what did you learn from that relationship?

Definitely discuss why the marriage ended, and be certain to share how your ex-spouse would answer this question.  That perspective will be much more constructive than the well-rehearsed narrative that helped you exit the previous commitment.

What are our conflict management styles, and are they compatible?

Why do conflict management styles need to be compatible?  Is there a 2x2 matrix that indicates which styles are compatible, and a personality test we can take to determine our style?  And where do we go to forget the fact that we evolve throughout our lives.  Here’s my answer:

Don’t hit each other.  And don’t use sex as a weapon.

For the rest, seek pre-marital counseling, where the facilitator will help you explore deeper questions that will reveal the style of your partner.  If you’re determined to make it work, you will 1) adapt yourself and 2) help that person grow - ever mindful of the balance between these two activities.

The calendar tells me this is a Valentine’s Day blog.  I’m thankful to the friend who convinced me to pen this.  In April, I will officiate at my 10th wedding (for those keeping score, I’m 8 and 1).  (One of those weddings was not recognized by the state of Virginia, but it counts in the hearts of all who matter.)  The decision to merge identities, while embracing the paradox of individual identity as whole, is not one that lends itself to a checklist.  It is not a business partnership, it is an emotional ocean into which we plunge from great heights.  Our only plan should be to cling to one another, to form a raft from our shared memories, and to nurture friendships and children as our legacy - enjoying each wave that washes over us.  It’s about the journey, and if you’ve found someone who wants to share yours, then celebrate.  Every day.

To Dream is to Question

More research indicating that our inner capabilities for perception, understanding, and imagination are not three separate activities in our brains - but rather an intertwined set of abilities directed at prediction.  We have an efficiency unmatched by any computer: we notice and process only that information about our world that does not match our predictive assumptions.  If the environment around us is unchanging, we are spared the banal status report.  Compare this to mind-numbing staff meetings, where “we go around the table and update everyone.” But wait.  While mind-numbing as so many organizational rituals can be, aren’t these status meetings a chance to think?  To question status updates that may contain a hint of shift?  To think is to learn.  To think is to be intentional about questioning our predictions.  If the world around us presents us with unexpected information, it gains our attention.  This is how we are wired, but our attention is generally focused only on this ‘exception handling.’  We have to exert ourselves to devote attention to the status quo, to look for minor signs of shift.  Our brains are fantastic at predicting the effects of our movement through our immediate environment, most likely the purpose for this predictive ability, but are famously also able to trap us in bigotry, mistaken assumptions about abstract concepts such as economics or love, or to help us miss out on opportunities to learn.

The picture here represents one of the great corporate slogans from over 100 years ago: Think.  In all things, focus the mind on questioning its assumptions, its expectations.  Our world is famously unpredictable, thinking moves us from reacting to the potential for proactive change - to a place where we notice the quiet signals in our environment that deserve our attention and imagine change.

Today we honor a man who shared his Dream with humanity.  Who demanded we think about our actions, our assumptions, and to change the nation’s ways towards a moral path.  To dream is to think.  To think is to question.  What do you question today?

Just a Spoonful of Sugar

I stumbled across an interesting perspective this morning - one that argues perhaps we are "over thinking" the notion of a social enterprise.  "How different I wondered was the social capital I build up when I share a Word problem work-around on the company social network from when I lend my neighbor the proverbial cup of sugar.  In both instances, I'm sharing because it's the proper social thing to do and because I likely believe the next time, that person might help me when I need it." The author goes on to posit that our social capital management is probably the same offline as offline.  All these efforts to identify behaviors and set expectations for enterprise social behavior is misguided, we're making things too complicated.  Invariably, (although not in the piece I reference here), we come to impugn the motives of those who are "making things complicated." The author, as I say, does not fire that bullet, but sums up thus: "Maybe we are just doing what we've always been taught to do, to share and cooperate with one another.  If we tap into these simple ideas, all enterprise social software is doing is taking advantage of the way most of us were brought up."

Ahem.  In addition to reflecting almost none of the case studies of enterprise social software, the author of this piece misses two critical points: your workplace is not your neighborhood, and the cup of sugar examples fails because sugar-sharing is a 1:1 endeavor, while the Word problem work-around sharing is 1:n.

Taking the second point first: You are much more likely to share assets, resources, knowledge, etc., when approached and asked within the context of an individual's need - than you are to "share" with no immediate reciprocity or other statement of value.

In other words: you may give your neighbor a cup of sugar upon request, but I doubt you place cups of sugar outside your door on a regular basis.  Nor would you drive to the mall and leave a cup there.

The mall?  To my first point: Yes, the mall is another created social construct, just like your workplace, that drives certain behavior.  When we place ourselves into purposeful social constructs, such as a mall or a workplace, our identity / role / time management (etc.) all change.  The mall is designed to facilitate retail commerce; dropping bags of sugar hither and yon would, among other things, violate the intention of the sugar merchant therein.  Similarly, in your workplace, you are motivated by what is measured and valued. For many reasons, there is a gap between the rate and quality of what is should be shared for organizational value and what is actually shared.

Understanding the organizational incentives, and the degree to which they force us away from our natural good nature sugar-sharing selves, is critical to solving this gap. Social constructs and contexts matter, and comparisons invariably fall down when they ignore the context.

Are These Data?

A few years ago, I answered the phone.  I’ve since learned my lesson and silenced the landline.  When someone leaves a message there now, the tiny blue light flickers forlornly until I log on to the interwebs to listen and laugh at the voice mail.  For those particularly entertaining, I forward to my wife’s email for her bemusement.  But on this day, I answered the phone.  On the other end I found an individual conducting a survey on behalf of Freddie Mac and Fannie Mae.  For reasons I can neither recall nor fathom, I listened and agreed to participate.  Once told of the subject, I told the person that I had no connection or experience with these organizations.  It turned out, that did not matter.  She continued to ask me questions about the firms (whose names she read en toto for each question for the next ten minutes); probing all around my completely vacant perception of them.  I wondered aloud how useful this information was, and briefly considered making up outrages or plaudits just to make her day more interesting.

Today, there are new stories about these firms’ attempts to improve their branding and message.  I suspect my interview was part of that, and no doubt rolled up and considered insight into the public mind.  Some unnamed (and named) consultants made serious coin analyzing these results and suggesting ideas to improve the numbers.

How does my experience resemble political polls, which today make up approximately 67% of all news stories? (Statistics are fun to make up, try it yourself!)  How do people respond to questions about how they will vote in a little less than a year?  How many of them take that call as seriously as I took my Fannie Mae / Freddie Mac survey?  How is it so many people still use landline phones, apparently the only method by which these survey firms reach people?

A student of mine opined recently on the qualitative method by declaring it inferior, only useful for setting up the hypotheses for more grownup quantitative methods.  These quantitative methods feature, often, scientific polls with established margins of error.  Far better to consider the aggregate of poll results, careful diced and analyzed; over the anecdotes and full narrative of experience.  Such is the domain of the soft science.  Where “data” relies on those people who are eager to give honest answers to a stranger interrupting their day with a ten-minute questionnaire.

I don’t mean to impugn completely the survey method.  I just wonder how much of what passes for ‘data’ should be taken with a few grains of your favorite seasoning.  Layering time-honored mathematical models on top of an individual’s representation of their thoughts and intentions may not affect, it turns out, the quality of that information.

Avoiding the Hook

On occasion, I am honored to present a three-hour course on decision science as part of a regular seminar for senior feds who are in important jobs.  I once heard a comedian remark that absolutely nothing is worth doing for more than two hours, but while the gentleman obviously is not a football fan - in general I have to agree.  I always approach these speaking engagements with some trepidation, knowing how little I enjoy sitting through multi-hour training sessions or other Festivals of Talking Heads.  One of the compelling things about the Ignite series is the fact that speakers have to be off the stage in five minutes.  TED talks are worthwhile partly because their speakers take up no more than twenty minutes of your time.

Plenty has been written about PowerPoint etiquette, how some styles actually prohibit retention.  This comes about when you put a lot of text on a slide, and then compound the injury by reading the text to your audience.  This almost guarantees low retention, as the brains in your audience do not know whether to focus on reading or listening.  More often than not, they tune out.

Relying on the good work from Garr Reynolds (“Presentation Zen”) and Nancy Duarte (“Slide:ology”), as well as other research on how brains behave, I try to follow a few rules when I can.  One is to surprise the audience every ten minutes or so - although I can’t promise I always succeed at this one. The other is to use eye-catching photos and very little text.  My presentation at this seminar consists, for the most part, of embedded videos (it’s always nice to give your audience a break from you) and slides that are mainly a photo with a pithy phrase.  I don’t even read the phrase on each one, preferring to tell a story or anecdote that demonstrates the point of the slide - or sometimes offering the dry theory with a pointed reference. “Emotion plays a central role in decision-making, when we ask an expert to relate the decision logic they used in a specific situation, they lie. They don’t mean to, they can’t help it because so much of their personal decision process is unknown to them.”

What drives me to write this on a rainy football Sunday?

Well, I wanted to share with you the result of an experiment I ran this past week.  Mindful of the retention theory, I chose to demonstrate it in practice.  Since I didn’t think of it until the morning of the presentation, I went without a net.  At the end of the three-hour presentation, I showed photos from the course without any text.  One at a time, five in all. “Tell me what you learned while this slide was up.”

During the breaks, a few students asked if there was a reason for the strange approach to PowerPoint (I didn’t have the heart to tell them it was Keynote).  I had set this up perfectly, and the disappointment would be crushing. I dreaded silence, blank looks.

The class knew every slide.  By the third one, they were answering in unison.  This wasn’t just the eager students at the front of the class; every one of the 20 or so in the audience could speak to the message given on slides they had seen once, briefly, and then not again for over two hours.

I had a conversation last week with someone on Facebook who argued for the ‘standardized’ project brief format.  We all know this one.  The position was that every project used a standard brief format, the information was on the slides, and the briefing team did not spend excessive time creating unique content.  I sympathize with this approach, but cannot escape the fact that my little experiment demonstrated the theory.  If you think the ‘creative’ approach to slide-ware is not worth your time, so be it.  But if you are briefing people with some interest in having them retain your information, I dare you to repeat my experiment.  Be careful if you do, however.  Now that I’ve seen this work in person, it’s going to be hard to go back to boring my listeners.

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Photo from Rob Lee’s collection on Flickr: http://www.flickr.com/photos/roblee/374517948/

Summering from Behind

Some time ago, some media sources characterized the U.S. Administration's military involvement in Libya and Syria as 'leading from behind.'  I heard this phrase and thought:  "interesting, they're taking a nuanced and shared approach to a conflict where our national security interests may be threatened but not clear."  Having been honored to spend a good chunk of my career around national security policy analysts and leaders, I consider nuance to be a useful tool in a president's utility belt. Far more heard the phrase and thought:  Since when does America fight from the back of the pack?  Leading from behind makes no sense!  The mental image was a platoon where the leader is marching behind his troops, or placing a steering wheel in the rear of the car.  The metaphor was jarring and we stopped listening to one another.  Not only did the phrase fail to trigger upsetting mental images for me, I failed completely to appreciate how many people would respond to the strategy.  Having immersed myself in the implications of complexity in policy analysis for several years now, I no longer hear things the same way as before.

I am Beltway.

This is a town that lives on the shared metaphor - We declare war on drugs, war on poverty, and consider the energy crisis the 'moral equivalent of war.  For a President to fight an actual war in a way that sounds 'unAmerican' violated a shared metaphor for many of us.

What's the role of metaphor in our understanding?  Lakoff & Johnson claim that understanding 'takes place in terms of entire domains of experience and not in terms of isolated concepts.'  We cannot separate our understanding from context, and our context is extraordinarily personal.  You can try to influence how someone understands your message, but you cannot enforce the metaphor they use to understand it.  Nevertheless, you should be at least aware how your words may trigger a metaphor broadly shared everywhere in the nation - except for inside BeltwayTown.

I've been away from blogging for most of 2011's summer.  A summer that found Beltway Town struggling to place their policy objectives into metaphors that would stir the voter - or at least the voters who are called by pollsters.  We heard of hostage-taking, credit card limits, and blank checks.  Marketing and politics seek to establish shared metaphors in order to persuade.  Some decry the language and wonder why we cannot just agree on data used for our self-governance experiment - including yours truly - but this leaves the metaphor-fit exercise to the individual voter.  It is inevitable that as our politics become increasingly divisive (a regular campaign season event), the effort to enforce and influence a shared metaphor will increase as well.

The effort to navigate through personal metaphor is a personal one, and requires intention.  The effort to avoid triggering unintended and unflattering metaphor requires understanding on all sides.  More to the point, understanding requires continued conversations with those who do not share your viewpoint.  Challenge your metaphors by conversing with those with whom you disagree - lest your personal context obscure truth.

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Lakoff, G., & Johnson, M. (1980). Metaphors We Live By. Chicago, IL: The University of Chicago Press.

These are not the requirements you are looking for...

How do you “engage stakeholders” and “gather requirements” in 2011? Outside the workplace, people and technology have co-evolved.  We Facebook,” we text, we tweet, some of us “check in,” all while listening to music that is streaming to us on customized or micro-segmented “radio” channels.  We connect with friends long moved away, we coordinate over space and time and find projects and opportunities - and occasionally love (authorized and not).  These are not the people we were five or ten years ago.  Certainly not the people we were twenty years ago.  This is not a good or bad thing, despite regular claims that Google or Facebook or Twitter is the latest thing “making us stupid.”  It just is.

For example, I own a Pizza Acquisition Device.  No, really.  I speak into it, saying “nearest pizza” and it shows me the phone number to the pizza place nearest to where I am standing. One click, and I’m talking to the nearest pizza professionals. It’s pretty cool, you probably have one too.  Thanks to a simple mash up of my “phone’s” microphone, GPS chip, and internet connection with Google’s use of computational linguistics, machine learning, voice recognition, massive geocoded databases, etc. - plus the dialing function of my phone - I can always find the nearest pizza.  (This is not strictly true, as the nearest real pizza is 250 miles away in Brooklyn, but go with me on this.)

Imagine if someone came to me with the need to gather functional requirements.  “I understand you want us to build a pizza acquisition device.”  The result would be, I imagine, a fairly expensive and clunky unit that I would wear in some fashion.  It would not be as elegant as my iPhone, because it would begin with what I think I need absent the technology experience.  The difference between a platform and a point solution is salient here, but I am making a different case:  I am co-evolving with the technology around me.

I saw an article recently detailing how Google spent some time considering how their voice search would work, presuming that people would speak to it as if it were a friend, in full sentences.  Turns out they need not have worried - we’ve already been trained to speak in search terms.  I don’t say, “Hey, I’m standing here in downtown DC, do you know where I can find pizza?”  Automatically, without thinking about it much, I instead say; “nearest pizza,” because I know how search engines work.  We all do.  Google found that the majority of their voice searches are framed in short phrases, as if they were typed into a search box.  Google has trained us on how to speak to the Google machine.

If we are trying to ‘engage stakeholders,’ let’s start with where they are, and recognize that they are evolving based upon their regular interactions with consumer technology. (Keeping in mind the ever-present but often overlooked ‘digital divide,‘ not everyone has the opportunity to evolve at the same pace.) In the public sector, this means understanding that even “non-technologists” have become masters at using smart phones, auto navigation devices, music streaming services, etc.  Ignoring this means you are starting not on the 1-yard line, but from somewhere out in the stadium parking lot.

If we are trying to ‘gather requirements,‘ well, let’s begin with the understanding that they are not lying about on the ground like swollen grapes.  Your users aren’t waiting for you with a list of requirements that you can capture and transcribe. In fact, it’s time to retire the verb “gather” with respect to requirements and move from the hunter-gatherer to an agricultural model of civilization: We need to cultivate requirements based on the evolutionary path of users as they interact with emerging and interconnected technologies.  Put more simply: We need to co-design solutions with users who are often unaware of their status as cyborgs.

Job-Killing Processes

I’ve been wrestling with a thought lately - if organizations are complex systems, and complex systems are continuously self-organizing, then why do we believe formal processes make these complex systems more efficient? Worse, when an organization is in need, why do we engage in process improvement - when what may be needed is process reduction or elimination? This is not the first paragraph to question process improvement, this is not some original Eureka moment.  This is a personal journey, and the enormity of the mistake is beyond what I had considered previously. Friends, more erudite than I, have used similar words before - but for some reason I’m realizing, only recently, a simple truth: the implications for the baseless faith in the machine-based approach to management and the firm are global and profound.

A process-heavy enterprise isn’t cold and impersonal - because humans are still warm and social.  Instead, a process-heavy enterprise creates the need for larger social networks.  Formal processes do not capture the natural evolving paths people take to confront their tasks.  In response, people do what is natural, they use their social network to navigate the workplace - looking inward to find others who have succeeded despite the process.  We know that excessive time spent focused inward leads to burned-out employees, who must work the “second eight” to comply with organizational reporting and the like.  On a larger scale, this wasted effort presents - at the limit - an opportunity cost for the enterprise as a whole.  Perhaps the path to efficiency is to set the conditions for processes to emerge at the point of need, rather than Six Sigma-ing the (majority of) tasks that require creativity and agility.

In the famous early mistakes in business process re-engineering, managers believed once their processes were “streamlined” and “documented” (and embedded in enterprise software tools), they could realize savings by reducing the number of humans.  For routinized tasks, this may be a reasonable assumption - however, what percentage of your workday is routine?  Look to your own environment - do you rely on your social network to find the informal work-arounds for corporate process?  When faced with a challenging problem, do you find solace in the documented process?

Work to Rule. In labor relations, there is a term called “work to rule.”  Simply stated, this means that union workers have a negotiating tool that enables them to paralyze an enterprise - by merely doing only what is considered ‘by the book.’  No creativity, no work-arounds, no focus on task accomplishment - just fealty to the process.  Consider this message:  the way to crash some enterprises is to do what is expected by procedure manuals and process charts.

Business Development. In one company, I observed a set process for preparing contract proposals:  with clear roles, authorities, assignments, formats, and process steps.  Chokepoints were established along the way, when “pencils” down would precede a murder board review to assess the quality of the proposal against the procurement specifications.  These comments were returned to the writing team, who would tackle their task anew. The information technology consisted of shared folders, and the writers laboring over each section would be required to post their documents in the appropriate folder at the required hour.  The work was intense and draining, writers were often unaware of each other’s work, and the review team invariably excoriated the team for the lack of a “single voice” or “storyline.”

In another company, the proposal response was visible at all times to the entire proposal team.  In a shared online space, the sections were worked in parallel, each writer able to observe the other’s ongoing work.  The team met daily to talk through issues, but kept in touch throughout the process through instant messaging and email. There were roles and authorities, assignments and formats here as well - but the process was determined by the writing team, and emerged and adapted based on the demands of the work and the schedule.  As the storyline evolved transparently, there were fewer surprises, people were able to lend value across the work throughout - and the end product was coherent and compelling.  This without a review team’s intervention.

Software Development. In software development, Agile methods are triumphing over waterfall or other linear methods - users are happier because their approach to their work changes as they learn what is possible from the technology solution.  The human and the software evolve together.  The old approach was to gather what people thought they needed, build the software according to specifications, and then train the humans to operate the solution.  There may be a correlation between how much training is needed and how disconnected the solution is from how people work.  When software methods allow the humans and technology to co-evolve, when humans are co-designing the solution during “development” - we seem to have happier humans.

The thoughts bouncing in my head now are:  what needs to be in place to allow for emergent processes? Formal process has a small place - compliance processes dictated by, for example, government regulation come to mind.  However, value-creating processes must emerge from the interaction of the work and the humans.  They cannot be formalized absent the humans or the situational context - if they are, then humans will circumvent them, creating a more inefficient enterprise... or follow them to the letter, and destroy value.  In a real sense, process improvement should be replaced by process enablement.  Let the approach to work emerge from the situational context.

In Praise of the Olds

Putting aside the fact that, back in my day, “the Olds” referred to a car owned by someone on the brighter side of the tracks - I recognize that this term now refers to the generations beyond the one currently in fashion.  I realize that while I do not consider myself old; I do remember Watergate, the Vietnam War, the moon landing, and the deaths of all three Kennedy brothers.  And so I write to praise them, me, this holiday for a simple reason:  The Olds enjoy life more than you do. Our holiday toasts often feature a few seconds of silence.  We aren’t grasping for words, we are connecting to memories that predate you.  We mist up easily for the same reason.  We smile at soiled toddlers because we remember the stress when we were first confronted with tiny people - you.  (Also, we are no longer responsible to remove said soil. Our joy in reminding you of this is unceasing.)

I found myself at a large sing-along last week in a small town North of Boston.  A dear friend has hosted these gatherings for over 15 years, such that now their 18th century home bursts each holiday season with guitars, pianos, a harp and violin, and nearly one hundred voices.  I was privileged this year to be holding one of those guitars, and was therefore provided a front-row seat to enjoy these many souls.  Their ages ranged from six to eighty.  The young teens sprawled like puppies for a third of the room, while the adults stood towards the back, nearer to the wine selection located back in the kitchen area.  The smiles were shared: for one evening there was no toddler whine, no teen angst, no mid-life crises, no fears of mortality, no tears of sadness.  There was only laughter, music, warmth, and love.

While all had a good time, the Olds had a better time.  Only looking back through years can one appreciate the joy of connection.  In looking across the room, I saw myself at each age - from the shy child, to the teens who only gain confidence in groups, to the later awkward attempts at self-expression, to the college students, to the young fathers, to the truly confident Lions at the peak of their game, to the Olds.  We all wonder what is next, but for the Olds that question has been answered many times.  For this one magical evening, there were no questions of what is next - there was a sharing of magic, song, and later, dance.  The season features moments like this.  When all ages are joined in the same laughter, when a stranger wandering into the home would feel right at home.  Only the Olds appreciate how rare and wonderful such evenings are.

Here’s to the holiday. Here’s to the child on Christmas morning, the young teens exiled to the kid’s table, the older teens laughing too loudly at play, the Lions reveling in their ability to sustain a home.  But more than all, here is to the Olds.  Who have lived each phase, and only now fully understand we are all One.

In Defense of Data Centrism

In the never ending search to know “what works,” we have a few choices.  We can look to theories, i.e., this ‘should’ work; or we can look to data.  Often the latter choice is considered backward looking, or stripped of context.  Data autopsies are conducted with the results analyzed and presented as a ‘case study.’  Here is what happened with BP, or Enron, or the 111th Congress.

The former choice, relying on theoretical principles, is considered by some more noble and can be expressed simply:  spread democracy, protect the borders, cut taxes, etc.  Theories that are believed to represent fundamental levers of reality - when pushed in a certain direction, desired outcomes result.  These theories are often referred to as ‘common sense.’  Of course, yesterday’s common sense included such principles as racial inequality, ignorance to environmental stewardship, ever-rising housing prices, sexual preference as a preference, etc.  It takes frightening shocks to the system to shake our faith in such levers.

Yet, ever hopeful, we press on to learn what levers control our universe.  What works, and why?  And how can we scale it?  The answer, I believe, comes from data.  But not just any data.  And not through data autopsy and case studies.

Take education.  We can approach improving education as a principled journey, applying common sense: reduce class size, return to single-gender classrooms, dress them up in uniforms, etc.  Or we can turn to data.  Yes, we can do both, but levers must be informed and confirmed by data.  As a friend tells me: The data must precede the framework.

In education, however, we have a paucity of data.  In a conversation with a senior official at the Department of Education last year, I discussed our shared idea of data platforms until he stopped me mid-sentence:  “You’re assuming we have the right data.”  No, I didn’t, but he was right.  I was designing the platform before taking on the fight to tease out relevant data about student performance.

Even that phrase, student performance, is loaded with assumptions.  Performance as measured by what? Standardized tests?  Only last year did the majority of U.S. states agree to a common set of performance standards - and only then applicable to middle-school math and English.  As to how students are assessed against these standards?  That remains in debate, currently there are two clusters of states reviewing approaches to common assessment regimes.  We are years from a U.S. approach to these fundamental levers for K-12 education:  What is the standard against which student performance is measured, and how is that performance measured?  (I should acknowledge a competing theoretical construct that opposes any national approach to education - again, I seek the data here.)

It gets worse.  Institutions of higher education find an increasing number of applicants, year over year, lacking in the skills needed to succeed in their first-year studies.  The resulting ‘remediation’ classes are nothing more an extension of high school.  However, talk with those in the field of education, and they will tell you that K-12 schools have no common tasking from higher education regarding what is considered an acceptable skill set.  While we work to get to a U.S. approach to these fundamental levers for K-12 education, this effort is not coordinated with the expectations of universities and colleges - who themselves do not agree on the answer to that basic question.

It gets worse.  A recent study by IBM surveying CEOs found that the most pressing challenge is the complexity of their enterprise and industry, and the most necessary skill is and will be creativity.  The ability to think critically, understand variables, and make decisions amidst uncertainty.  Meanwhile, the fundamental levers we believe are necessary for K-12 education are descendants of the Trivium - the triad of grammar, logic and rhetoric developed first to shape medieval liberal arts students.   A consortium of technology companies are working to develop the definition of ‘21st century skills’ they believe are necessary for their incoming labor force - but in the radically localized Education field, there is no King to accept their input.  One large government contractor laments:  we would like to remain an American company, but we need 70,000 engineers over the next ten years.  How can we accomplish both goals, when only one represents shareholder needs?  A senior education administrator meekly suggests the adoption of international standards, PISA, as a baseline for common standards only to be scolded by a peer; “But this is America!”

How do we untangle education?  By fighting over which fundamental levers matter, or turning to relevant data?

There is hope.

A student returns home from a day struggling to master Algebra as her teacher struggles to increase comprehension, while not ‘teaching to the test.’ The results of this test will drive the reputation of, and government investment in, the school district.  The reputation of the school district will drive housing prices, and shape neighborhoods. All are exhausted by the end of the school day, but the data collected at the point of learning remains tiny ovals filled in by a child’s number two pencil.

Returning home, the student unwinds by loading up a multi-player online immersive video game.  The players navigate a complex environment, their interactions driving the direction of the game, as the game algorithms respond to player progression through the landscape.  Each move is measured, assessed, and the game evolves along one of a thousand paths - this path of learning is determined by the player’s interactions, both with their computer environment and with one another.  The players are connected via voice connections, as they work as a team to navigate the game’s landscape - often matched up against a set of adversaries, a mirror-image team tackling the same challenges and competing with them.

The next morning, the student loads her textbook-laden rucksack and trudges off to sit in a classroom designed during the Victorian-era, hoping to color in the ovals correctly before Christmas.

Which experience better prepared her for the ability to think critically, understand variables, and make decisions amidst uncertainty?  What data matters in this story?

Let’s start here.