Learning 2009 – Innovation with Elliott Maise

I had the pleasure and privilege recently of participating in Elliott Masie’s innovative Learning 2009 meeting in Orlando, Florida.  This was a gathering of over 1300 corporate education professionals whose job is to make sure that every employee is up to date in everything from corporate policy, new technologies, new products, regulatory requirements and the latest leadership strategies.   Given these times of exponential change and tightened budgets, these learning leaders have challenging tasks to accomplish.

And it wasn’t just corporations.  There were folks from professional societies and universities looking for new ideas.    Many government agencies from the Veterans Administration to the CIA  (The CIA has its own University) to representatives from each of the military services were present.   Like many organizations today the theme was how to do more, better, for less. 

The entire conference is loaded with innovative strategies that help participants learn faster and more productively.  Some examples:

1. During plenary sessions everyone sat at 6 or 7 person round tables.  It’s a huge room, but it is more friendly and encourages discussion.

2. Occasional 2 minute breaks were provided to encourage within-table discussions. 

3.      A Twitter feed was posted on a huge screen behind the speakers.  The MC (Elliott) periodically resteered the conversation to address a question or comment.

4.      An audience response system was employed periodically for assessing audience understanding and opinions, and occasionally to have fun.

5.      Guest speakers were interviewed by Elliott, Meet the Press style, to focus their talk on the learning aspects of whatever they do. 

6.      Guests included Capt Sully Sullenberger (who had never landed a plane on water before his experience on the Hudson), Malcolm Gladwell (talking about high performance outliers) and Betsy Meyers (COO of Obama’s election campaign). Great learning experiences.

7.      A few big names were brought in by low cost, high resolution video for a quick 5 to 10 minute interview.  That’s walking the talk on cost effectiveness.
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8.      The many vendors were organized in a standardized format equipped with large monitors.  The focus was content, application and learning, not hype.  Everybody is a learner.

9.      The majority of the meeting was spent in many small interactive courses run by experienced learning professionals.  This was a great example of harnessing the collective intelligence of the participants.

10. Perhaps the most interesting activity was the presence of 6 students from Champlain College’s Emergent Media Division who were given an assignment at the beginning of the meeting to develop a learning APP for the iPhone (smart phones are an increasingly valuable tool for instant and convenient e-learning.   They were told to interview at least 200 attendees, to select a group of advisors from them and to develop an APP that can be used for “On Boarding” new employees to any organization (history, policy, organization, how to do just about anything, who’s who, where everything is with maps and GPS).  They completed their task by the last day of the meeting and demonstrated it.  It was extraordinary and an incredible example of collaboration effectiveness.

 

I go to many different types of meetings and conferences all over the world.  Like you I want to use my time well…to learn, to be inspired, to make good new connections and have great discussions with old connections.

Elliott passed this test with flying colors.”

Hundreds of Heads are Better than One

Last week we made the important distinction between Social Networking and Collaborative Networking in an attempt to assist you in deciphering which option is better for your organization.  This week I wanted to share an example of  a community using both.

The general rule of thumb for anyone seeking a diagnosis for any condition is to always seek a second opinion.  Well, now you can seek hundreds of opinions!  A number of ‘diagnostic’ medical sites have cropped up across the web, giving patients the opportunity to describe their symptoms to a network of medical professionals and seek diagnosis (This application would be considered social networking as it benefits the individual – see last post).

One such site “Doctors Lounge” not only provides visitors the opportunity to seek diagnosis from a large network of doctors, it also provides the health care professionals a space to collaborate on articles, projects and even patient care issues (This is collaborative networking – see last post).

The medical community seems to be leading the charge integrating Social and Collaborative networking into their practices.  This is an encouraging thought – I don’t know about you but if my doctor was having trouble with a diagnosis or treatment of mine I feel much more secure knowing that he/she has a network to collaborate with on solving this problem.  A diagnosis agreed upon by 100 doctors is by far more reassuring than one prescribed by a single physician.

The question is of course whether your doctor participates in these collaboratives?  It is likely that membership in medical networks will become a qualifier for selecting a family physician and perhaps even a licensing requirement………………………… I know I will be asking mine.

Collaborative Culture + Tools + Strategies = Value

Creating value through organizational collaboration is much like baking a cake – forget a key ingredient and it won’t rise.

In today’s economic climate both inter and intra organizational collaborations are increasing, the potential benefits of which are undeniable.  The issue of course is finding the right recipe to successfully bake the cake.

In order for collaborations to work there are 3 key ingredients: strategy to follow, tools and technologies with which to execute the strategy and the organizational culture to support it. (Paraphrased from Evan Rosen’s “The Culture of Collaboration“.  Follow his blog )

A prime example of a successful (well, there were a few hang ups) foray into organizational collaboration is the creation of the Boeing 787 Dreamliner.  This futuristic aircraft began with Boeings desire to have only the best of the best working on it’s design.  Ordinarily, Boeing would house all the designers and engineers at their site in Washington.  However, with several international candidates in mind that was no longer a viable option.  So, without comprimising their desire to build the best aircraft with the best people Boeing embarked on a collaborative effort massive in scale and expectation.  Rather than simply outsourcing their parts they made several parts designers and manufacturers around the globe ‘partners’ in this venture.  With sites spanning several countries and time zones nearly every position was shared with others in opposing time zones thus allowing design and manufacture to occur 24 hours a day equalling a savings of a full year of production time!

Boeing introduced the Global Collaborative Environment (GCE), a set of computer and networking capabilities made available via the Web to every member of the 787 team, no matter what their location.  Cutting edge 3D CAD programs were distributed to all participating partners to ensure consistency in design, and regular virtual communication was built into the strategy from the start.  Most importantly however, a global culture of collaboration was initiated by having the multipe organizations involved in the 787’s development as co-designers and producers rather than mere suppliers to support the integrity of the process – every participant had a share in the sucess of the Dreamliner.

There were of course road blocks, including material shortages leading to delayed production that had better global monitoring protocols been put in place could have been avoided.  But, ultimately that is part of the process.  For a first attempt Boeing’s global collaboration effort has become a model for other organizational collaborations.

Are You Leading Creative Collaborations?

I just finished reading Organizing Genius by Warren Bennis and Patricia Ward Biederman and was impressed by the frankness with which they approached organizing creative collaboration.  So often when deconstructing successful collaborations the ‘needs’ tend to overshadow the equally important ‘need nots’.  Bennis and Biederman however extract a series of ‘take home lessons’ from several case studies of successful and not so successful group collaborations.

One of the stand out lessons highlighted in the summary of Organizing Genius is that “In Great Groups the right person has the right job.”  This lesson highlights the faulted belief of many organizations that people are interchangeable.  Bennis and Biederman spend a great deal of time detailing the importance of not assigning people with unique talents to positions that are not suited to these talents.  It is a cardinal mistake in organizing collaboration to try to fit people into roles they aren’t appropriate for just to satisfy an organizational need.

Included in this lesson is also the importance of having the right leader for the group.  This is not a unique notion as several works on successful collaboration and organizational structure have outlined the qualities needed to be a collaborative leader.  The distinction made in Organizing Genius is the exploration of several specific leadership qualities that squelch creative collaboration.

“Many projects never transcend mediocrity because their leaders suffer from the Hollywood syndrome.  This is the arrogant and misguided belief that power is more important than talent.  It is the too common view that everyone should be so grateful for a role in a picture or any other job that he or she should be willing to do whatever is asked, even if it’s dull or demeaning.  When the person and the task are properly matched, the work can proceed with passion.”

One of the fundamental rules of successful collaboration is transparency and Bennis and Berderman practice it to the letter in Organizing Genius.

Wisdom of Crowds -Some things you need to know to make it work

The theory that a collective can solve problems better than most individuals within a group, including ‘experts’, has gained attention in recent years.  Perhaps the greatest misconception surrounding the theory of the ‘Wisdom of Crowds’ has been that solving any problem using this approach will garner superior results, when in actuality there are specific conditions and situations within which collective problem solving may not be the best approach.

Let’s examine a common scenario:

Company A is planning their annual strategic planning meeting and the President has decided that they want to make the plan a collective decision among representatives of all the departments to ensure that all facets of the organization are taken into consideration. So, equipped with their flipcharts and the 15 participants they go through the process of recording everyone’s input and ideas for strategic components.  They split the group into teams, each assigned one of the ideas to drill down into possible tactics for execution, all the while scribing away.  By the end of the second day there are 50 flipchart pages composed of the collectives ideas and possible tactics as a take away that the President will now have his assistant type up into a fluid document.  From this document of the collectives input the President will now formulate the official strategic plan for Company A. 

Why is this not a good example of a ‘Wisdom of Crowds’ approach?

Let’s first talk semantics and some definitions in context:

The Wisdom of Crowds approach depends upon diversity.  However, not diversity as it is generally accepted to represent social differences such as culture, age, gender, profession etc. but rather diversity in mental models which define how many approaches a person has to solve a problem.  Experts generally know a lot about one thing while other informed but not expert individuals know a little about many things.  Therefore, experts tend to use the same mental model (problem solving approach) in most situations and stick to explanations that fall within the realm of their expertise.  Informed non-experts on the other hand are more likely to have several mental models and have a greater capacity to examine a problem and make fresh connections while linking together diverse sources of information. This lends itself to the notion that greater accuracy in collective problem solving can be achieved with fewer experts and more informed non-experts in the room.

Diversity at this level is generally only of value if the problem is complex (encompasses many units in a system).  If you have an electrical problem it will be of little value to have someone from the accounting department and sales in the room to help solve the problem when all you need is an electrician (an expert).  As such, the first step in determining whether a collective is better suited to solve a problem or not is to understand the type of problem you are dealing with.

Should it be determined that the problem is indeed complex and a ‘Wisdom of Crowds’ approach is appropriate, the next necessary condition to make this method work is an accurate and efficient means of aggregation – bringing the groups information together in a useable form.  Useable form is the key to this definition.  Aggregation in general is ‘collecting units into a whole’, which you need to do but for ‘Wisdom of Crowds’ application the information you aggregate must then be applied to the development of an solution by the collective through polling or voting. 

Building a Collaborative Culture

Early in my career, I had a mentor that I didn’t know very well.  I worked in the laboratory equipment business and our companies went to the same trade shows.  We met, but I don’t think he ever remembered who I was. His name was Jack Whitehead.  He was a mentor because I was fascinated by how he built a business that created a field (lab automation).  

The company was called Technicon.  It was a small business started by Jack’s Dad that made pathology processing equipment.  Jack had come across a physician inventor who had developed an automated process for handling liquid samples.  The inventor had tried to interest a number of the big companies in the laboratory field, but had been turned down by all of them.  “There’s no market” he was told.  Jack liked the guy, and the feeling was mutual…and he made a deal.  He didn’t go through the now-familiar due diligence routine, nor did he engage in market research.  His company was private so he didn’t have shareholders who were going to sue him if his next quarter’s results were not up to par.  It was a classic “gut” decision and, as it turned out, a pretty good one. <a style="color:white"

It was what he did next that fascinated me.  There were excellent patents on this novel technology.  And despite the fact that “no market” existed, the inventor had a number of enthusiastic “early adopter” friends who were anxious to use the technology for their specific applications.  So Jack took some orders for his early products…we’d call them prototypes today.   But he had some conditions he insisted on:  you had to pay in advance, you had to spend a week at the factory learning the details of your instrument and you had to help build it.  As you can imagine, to pull that off Jack had to be a great salesman and a fun guy to be with.  The early groups of customers worked like the devil during the day and had a hell of a lot of fun at night.  Jack wasn’t just training customers, he was building a family. 

It was cool to be an early Technicon customer.  You were not only a black belt Technicon user, you were an applications engineer, a development engineer, a marketing manager, a salesman and a public relations person.   You were tolerant if there was a problem with your early machine.  And you helped solve it.  This was viral marketing long before the term came into use.  But it wasn’t just a gimmick.  These people cared: for the technology and the field, for each other, for Jack and for Technicon.  Jack was the steward of the process.  Sure, he benefitted enormously from the help of his disciples, but he understood his role as he shepherded the process and the higher goal of advancing the field and the benefit it provided scientists and patients.  He even organized a scientific forum for the presentation of papers on the applications of his technology.  It was heretical at the time for a company sponsored event to earn the credibility and credentials of an academically sponsored meeting, but he did.  It’s not what you do, it’s how you do it that counts.  And he did it right.nike free run 2 women

Obviously I’ve glossed over some of the things that didn’t work so well, but the lessons to me were powerful and long lasting.  I’ve watched other companies create similar cultures, and I tried to do that at Boston Scientific.  It’s not so much a specific set of actions as a mind set.  <a

Who do you admire who has built a collaborative culture?

John Abele