Archives for November 2016

Strategy Sessions

2 November 2016 by Clark Leave a Comment

In a previous post, I talked about a couple of instances where I worked with folks to let them ‘pick my brain’. Those were about learning design in particular, but I’ve also worked with folks on strategy. In these strategy sessions, things work a little differently.

So, in a typical strategy session, I prepare by looking at what they’ve done beforehand: any existing strategy documents. I also look at their current context, e.g. their business, market, customers, and products/services. Finally, I look at their stated goals. I also explore their stated needs, and see if there are some they may be missing. Then we get together.

I typically will spend an hour or so going over some principles, so we have a shared framework to discuss against. Then we brainstorm possible actions. We’ve prepped for this, circulating the space for topics, so people have had time to identify their individual ideas. We get them documented, diverging before converging. This may be a relatively large group, with representative stakeholders, but not so large that it can’t be managed.

Then, typically, a smaller group will take those ideas and prioritize them. To be clear, it’s informed by the context and infrastructure, so that the steps don’t just go from easier to harder, but it’s also about choosing steps that are strategic in securing credibility, building capacity, and leveraging other initiatives. At the end, however, the team I’m working with has both a general roadmap and a specific plan.

And I think this is good. They’ve gotten some new and valuable ways to think about strategy, and custom advice, all in a very short engagement. Sometimes it’s happened under the rubric of a mobile strategy, sometime’s it’s more general, but it always open eyes. In two particular instances, I recall that the outcomes they ended up focusing on most weren’t even on their radar when they started!

consulttaleslogo This is another instance of how folks can get high benefit from a small engagement. Picking my brain can be valuable, but it’s not a fair engagement unless we make it mutually rewarding. That’s not so hard to do, however. Just so you know.

Measuring Culture Change

1 November 2016 by Clark Leave a Comment

Someone recently asked how you would go about measuring culture change, and I thought it’s an interesting question. I’ll think ‘out loud’ about what might be the possibilities. A learning culture is optimal for organizational innovation and agility, and it’s likely that not all elements are already in place. So it’s plausible that you’d want to change, and if you do, you’d like to know how it’s going.

I think there are two major categories of measures: direct and indirect. Direct measures are ones that are impacting the outcomes you’re looking for, and indirect ones are steps along the way. Say, for instance, one desirable outcome of a learning culture would be, well, learning! In this case, I mean the broad sense of learning: problems solved, new designs generated, research answering questions. And indirect would be activity likely to yield that outcome. It could be engagement, or social interaction, or… If we think of it in a Kirkpatrickian sense, we want to generate the indirect activity, and then measure the actual business impact.

What direct measures might there be? I can see time to solve customer problems or problems solved per time. And/or I might look at the rate of research questions answered. Or the rate of new product generation. Of course, if you were expecting other outcomes from your culture initiative, you’d naturally want aligned methods. You could just be concerned with employee engagement, but I’m somewhat inclined (and willing to be wrong) to think about what the outcome of increased engagement would be. It could also be retention or recruitment, if those are your goals.

These latter – engagement, recruitment, retention – are also possible indirect measures. They indicate that things are better. Another indirect but more targeted measure might be the amount of collaboration happening (e.g. the use of collaboration tools) or even activity in social networks. Those have been touted as the benefits of building community in social media, and those are worthwhile as well.

As a process, I think about what I might do before, during, and after any culture change initiative. I’d probably want a baseline to begin with, and then regular (if not continual) assessments as we go. I’d take small steps, perhaps in one unit to begin, and monitor the impact, tuning as I go along. Culture change is a journey, not an event, after all ;).

So ok, that’s off the top of my head, what say you?

« Previous Page