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Posts Tagged ‘strategic planning’

When was the last time you talked about a sandwich shop that served toasted sandwiches? Or featured artisan breads? Or delivered freaky fast?

What'sYourMission

Those might make good advertising stories, but not particularly compelling stories to share with friends.

I share my sandwich shop’s story. It’s about a mission to feed each and every person who walks through its doors with dignity regardless of the customer’s means.  I tell of Panera Bread’s community cafes where payment is optional and amount is discretionary.

How do they make money? What a cool company? How does that work? My friends get engaged in this story.

I like the food at Panera, but there are plenty of other good restaurants, choices. I would consider Panera to be a commodity if it weren’t for its mission. Instead, it’s where I go.

It’s the same for employees.  Without a mission that engages them—that gives them a story they’re proud to share with friends—the company they work for is just a commodity until the next better job comes along. Those who feel part of a company’s mission are less likely to leave.

Find your mission, separate from profit, and you’ll attract a fan base that will elevate your company from just a commodity to a brand.

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Here’s a short video offering two simple lessons for nurturing innovation and transforming a corporate culture. Try it. You might like it.

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Four years ago, when I started GPS Creative, I wasn’t too sure about the name. Would people get the reference to Global Positioning System? Does it really encompass what I do? Does it have staying power? The one thing I did know, is that the URL was open and I was tired of finding all my other options taken. Admittedly, having gpscreative.com available didn’t help my confidence, when much less obvious domain names were already gobbled up.

Now, as I look back at all I’ve learned while helping individuals, teams and organizations plan for their future, I see the name as a lucky accident. Whether I’m taking organizations through strategic planning or brand strategy workshops, or teams through innovation training, or facilitating qualitative research, or as I work with my creative partners to develop marketing campaigns, the name still fits.

The Creative Road Map

It fits because, like GPS technology, the deliberate creative process through which I facilitate all the work I do, is based on understanding three basic elements:

  1. Where you are now
  2. Where you want to go
  3. And the best route for getting there

Now think about how many projects, in which you’ve participated, didn’t have a clear goal. How many failed to explore all the factors of the current situation before the plan was implemented? How many had no defined steps for reaching the goal? How many simply were solving the wrong problem?

Without a deliberate process, these are the detours on which many of us find ourselves.

When I meet new prospects, there are two questions that are important to me above all others: What would you really love to see happen? And, What do you think is stopping you? From this, I can get a sense of where clients might want to go, and what they think their current barriers are to getting there. The map already begins to take shape.

Chance favors the prepared mind.

You might be wondering if deliberate creativity is somehow different from real creativity, which happens intuitively, and in an “ah-ha” moment. The answer is, “ah-ha” moments bubble up from the subconscious after an incubation period. Deliberate creativity doesn’t bypass those moments, it nurtures them. Moreover, with any trip you might take with a GPS device, you will probably encounter and be delighted by unexpected sights and new experiences along the way for which you hadn’t exactly planned. These will often be the stories you remember most vividly. The same applies to GPS Creativity. Along the creative path, you will encounter unexpected insights and new ideas for which you hadn’t planned—the “ah-ha” moments. These are ultimately the drivers of growth and innovation.

As someone who has worked in the creative side for many years, I still rely heavily on my intuition, a flash of insight, a new connection—but I’m also reassured that when I’m feeling lost, there is a map, when I need it.

And, I’m feeling better about the company name.

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How does curiosity get piqued? What is the value of being curious? And, most importantly, what can you do to become more curious?

Wondering why I ask these questions? It’s because I’ve noticed a paradox in my work facilitating innovation and change leadership: Professionals who are considered experts, are naturally evaluated by what they already know. The prevailing thought is, “Experts get paid a lot of money to know, so it might look bad for them to question their own knowledge.” Perhaps they consider questions the sign of a novice; or worse yet, something over which children obsess. Expertise and knowledge, then, can be a barrier to curiosity; yet, curiosity is what built the knowledge and expertise in the first place.

Here is what I mean by curiosity being at the root of knowledge and expertise, as well as the driver of innovation and change leadership:

1. Curiosity drives active learning.

As a way to illustrate the potential power of curiosity on our proclivity to learn, I can imagine this difference between a naturally curious person—or active learner—and myself in my usual reactive learner mode:

ME: I touch a hot stove and I learn to never do that again. It hurts!

NATURALLY CURIOUS PERSON: Learns the same thing I did when touching a hot stove, but then asks, what makes the stove hot? How do people feel pain from heat? How does the skin heal itself? What are the common factors that make people touch hot stoves? And on and on! These questions could lead to learning about physics, medicine, psychology, risk management—curiosity naturally opens up new avenues to knowledge. Because of curiosity, maybe someone will invent a stove top that cooks food without being hot to the touch. Maybe we’ll get an instant burn-healing ointment—or some sort of smart-alarm that senses when a cook gets too close to the burner.

Active learning drives innovation.

The point is, innovation, itself, is a learning exercise. In other words, innovation doesn’t come from knowing, it comes from asking. There’s a risk to this when you have to ask, “Have I been defining the right goal? Have I been solving the right problem? Do I understand the nuance of context? Are there motivations I haven’t yet considered? All of these are hard questions for an expert to ask. Still, you must be curious and open to exploring all the uncharted paths on which your questions take you—even if (and here’s your second risk) you have no assurance it will lead you to the promise land of innovation. Albert Einstein is a great endorsement for following curiosity’s many paths. When asked about his work process, he said, “How do I work? I grope.”

Curiosity drives engagement (which drives change).

Here’s something else I’ve noticed: When I’m naturally curious, I  become naturally more engaged. Sometimes it’s a desire to fill gaps in my knowledge. Other times, my curiosity is piqued by a problem to be solved…something to figure out. So now, if I’m not feeling engaged in something that I know I should be, I try to become curious. What is the one question I can ask that will invest me in a meeting, in a task, in a conversation? How can I use my curiosity to engage in and lead change?

This all leads me back to one of my initial questions: What can you do to become more curious? I know I could do better, so I’m just asking…

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One of my favorite Peanuts cartoons shows Charlie Brown and Linus leaning against a fence. Linus asks Charlie Brown a theological question: When you go to heaven are you graded on a percentage or a curve? Charlie, without hesitation replies, “On a curve, naturally.”  When Linus asks, how he can be so sure, Charlie responds, “I’m always sure about things that are a matter of opinion.”

That exchange provokes thought on many levels, not the least of which is the topic I’d like to explore today: Balancing Advocacy (communicating one’s perspective) with Inquiry (asking questions and listening to others).

Of course, Linus was the deep thinker in the neighborhood. As an Inquirer, he got there by asking questions…seeking the truth. Charlie Brown, the Advocate, was often the buffoon; outsmarted by his dog; as manager, never a winning baseball game; and, always falling for Lucy’s fake sincerity when she pulled the football away just when Charlie was about to kick it.

Inquiry seems to have the edge in this comic strip.

Now let’s look in the corporate world. Here, it’s often those who have the greatest conviction in their set of assumptions who win. Advocacy rules over inquiry because at the end of the day, decisions must be made and action taken based on available information. Analysis paralysis does not move a company forward.

So where is the balance to be found? Where’s the line between think and over-think? And where is the time to do either? How can the Advocates be sure they hear from the Inquirers—and not just get their way because others are insecure or afraid of being wrong? Or because they fear uncovering a different, less pleasant truth? Or, perhaps because they’re apathetic?

A Playing Field for Advocacy and Inquiry

Innovation is one arena where Advocacy and Inquiry must play well together. In order to be innovative, one has to question everything. All assumptions are suspect, everything must be seen through fresh eyes. Wild ideas, experimentation and mistakes are catalysts for breakthrough solutions. But in the end, innovation requires change. Someone has to sell the new idea—be its Advocate—to those who might still be in Inquiry mode. And even more importantly, to those in the Off mode.

I love this quote by Fredrich Jacobi, who says, “We must try harder to understand than to explain.” A great endorsement for the clarifiers among us.

On the other hand, Teddy Roosevelt once said, “In any moment of decision the best thing you can do is the right thing, the next best thing is the wrong thing, and the worst thing you can do is nothing.”

The Inquirer in me will continue to search for the balance. The Advocate in me tells me to get back to work.

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Have you ever tried to sell yourself or sell an idea with a logic that seems so obvious to you, yet for some unknown reason, it doesn’t sink in with others? Like the time you had that perfect pitch to a prospect who was less than generous in providing feedback? Too often our presentations and marketing materials focus on what we believe are our strengths or the strength of the idea. We cite statistics and stories for support. Yet these presentations miss the mark because they fail to consider what the prospects might need to hear before they can even listen to what we’re selling.

In short, many of us present ourselves and our ideas by talking about what’s important to us rather than what’s motivating to our prospects. We miss the important step of considering the context for our message, before crafting the content of the message.

The following is an approach for 1) exploring context, and 2) focusing content for your message.

Exploring Message Context

What’s happening? Begin by looking at your own assumptions, perspectives or attitudes that influence your presentation, and how they might be similar or different than those of your prospect?

Why is it happening? What market forces, personality traits and other issues might be affecting those assumptions, perspectives or attitudes, and therefore influence the decision to act?

What do we want to happen? What is the goal of the communication? And if different, what is the ultimate long-term goal of the relationship? What are the obstacles that might get in the way of achieving the goal?

Use the insights from this exploration to frame your content. Two examples:

  • If  your prospect has engaged the organization in a customer relationship initiative and you’re trying to sell sustainability, your prospect might not want his employees to lose focus with another initiative. You might frame your proposal as a way to enhance customer relationships. Or you might wait until after the customer relationship initiative is well seeded before attempting to sell in a sustainability initiative.
  • If, after thinking about your prospect’s personality, you decide she is an implementer who is not much interested in hearing about the planning process, you might want to begin by talking about goals, deliverables, metrics and schedules before talking about your process for finding and leveraging the insights that drive your work.

Focusing Message Content

Once we know the context of the message, we can better focus the content of the message. The trick here is to avoid the mistake of focusing only on the What of the message, and failing to connect the So What and Now What. Below is the distinction we make between What, So What and Now What.

a) What you want the prospects to know.

There are a variety of tools to help you arrive at a pinpoint focus on what you want to communicate. For example, if you’re selling the services or products of your organization you might use a concept in Jim Collin’s book, Good to Great and explain, what you do better than any other organization on the planet, If it’s an idea you’re selling, write the newspaper headline that explains it. Then elaborate; but remember, the object is to engage your prospect in the What, not to demonstrate your encyclopedic knowledge of the topic.

b) So What it means to your prospects and why they should care

It’s always good to list the traditional benefits that you believe the prospect might hope for or even expect. Then explore what benefit you might deliver that the prospect doesn’t even know is needed until it’s offered. This is meeting the unknown, unmet need (we call it the gift) and if you meet all known needs plus a compelling unknown, unmet need, then you have successfully differentiated your organization or idea from all others.

c) Now What I want you to do about it

While this seems obvious, many times we forget to “ask for the order.” We are so focused on presenting ourselves that we forget to tell the prospects what we want them to do.

So this is what I’d like you to do. Try exploring context for your next presentation. Connect your What to the So What and Now What. Share this post with others. Then give me feedback. Let me know what helps you…what confuses you…how we might improve this communication model.

Oh, and let me know if you come up with any new ideas for “what’s in it for you.”

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How many times have you adjourned one of your meetings or presentations wondering, what did they think? Did they get it? Do they still have questions? Are they with me?

In my last post, I discussed the forming, storming, norming and performing phases of group dynamics, with the promise of discussing the final phase of adjourning, in this post.

I have attended many meetings and presentations where “Questions/Next Steps” is the last slide before adjourning. I suppose this is helpful for the clarifiers and implementers among us, but it doesn’t always lead to a good understanding of the group’s mood or commitment to taking the next steps. If you want to know what stuck and where a group might be stuck, I’ve found a more direct approach to be useful.

On my agendas, I often carve out significant time for adjourning to ask group members to share their answers to two or three specific questions. I choose from the following options:

  • What did you like?
  • What did you learn?
  • What concerns do you still have? (And put them in a form of a “How to…?”problem to solve.)
  • What do you personally commit to the effort?
  • What action will you take in the next 24 hours?
  • What part of the meeting gave you the most energy?
  • What possibilities do you see coming out of this meeting?

If you don’t know the group well, it takes confidence to ask some of these questions. It might catch the group a bit off guard since they aren’t used to sharing “what they liked” about a presentation. But I can’t tell you how much I’ve learned from these questions, and how many times I’ve seen everyone leave feeling more positive and upbeat about the time we spent together.

I’m sure there are more good questions to ask, and I would love to hear some suggestions from you.

But first, what did you like about this post? What did you learn? And what concerns do you still have? (Put in the form of a “How to…?” problem to solve.)

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One of the most useful insights I gained in my studies of creativity and facilitation training was a model of group dynamics that says all groups go through the same four phases: Forming, Storming, Norming and Performing. Now, different groups may linger longer in one phase or another. And, it’s not always linear; that is to say you might go from Storming to Norming to Performing and then back to Storming. Some groups—and we’ve all been in them—actually abort before ever getting to the Performing phase.

This insight has helped me better cope within any group, of which I’ve been a part. It allows me to not be so discomforted by my confusion during my group’s Forming phase. I’m not as dispirited by the bickering that may occur in the Storming phase. I don’t get quite as bored by the Norming phase. And because I have a name for it, I become exhilarated in the Performing phase.

The mindfulness of these phases gives me both hope and direction to get through any rough patches my group might experience. It gives me clues for how to move on. For example, I make sure there is plenty of time for the Clarifiers in the Forming phase. The sooner they use their clarifying questions to help the group understand why it’s there, the faster the group can move onto the next phase.

A Storming phase might suggest time needed to examine the facts and sort out those assumptions masquerading as fact. It might suggest a listening exercise to make sure everyone heard what was said and understands what was meant (not always the same thing). Then make sure everyone agrees on the implications.

A Norming phase, where structure has been established and participants know the group rules, will often cry out for some divergent exercises to help people accelerate their thinking in new and innovative areas.

A team in the Performing phase needs to be vigilant in maintaining its creative culture. It requires the resources to sustain its efforts. And it should take a breath every now and then to celebrate the magic.

Back on January 21st of this year, I wrote about George Land’s Transformational Theory, in which he posits that every living organism (he would include a group as a living organism) travels the S-curve as complexity grows over time. That theory is consistent with the four-phase construct I just described: the bottom dip of the “S” representing the Forming and Storming phases; the first break point representing the Norming phase; and the Performing phase represented by the ascent up the S-curve. (click for more on the  Transformation Theory)

The S-curve also includes a fifth phase, which may take the form of either starting a new S-curve for new growth, or becoming obsolete and going away. The professor who taught me the four phases of group dynamics included a fifth phase for that construct, which she called Adjourning.

I believe this “add-on” phase is so important that I will stop here and discuss Adjourning in my next post.

In the meantime, if you have other insights to add about group dynamics, I would appreciate learning from you.

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Who doesn’t want to be the expert? It means you know all the answers, earns you respect, moves you up the organization chart, increases your demand and makes you more money.

It doesn’t necessarily make you a good innovator, though.

In fact, an expert’s very identity is based on knowing the answers. Experts draw upon their years of experience. They seek out and promote best practices. They use their creativity to adapt and improve within the existing paradigm. They reduce risk and minimize change.

Experts are extremely valuable—until an innovative competitor creates a new product or service, making yours obsolete.

So how do innovators do it? An innovator’s mantra is don’t let what you already know get in the way of what is possible. Innovators aren’t ruled by the rules. Assumptions can’t masquerade as fact. Innovators look at the status quo with fresh eyes, imagine an ideal new reality and create a plan to get there. They accept some risk in order to change the game.

Here are a couple of exercises to engage your innovative thinking:

  • Ask, what would you love to see happen for your business if there were no obstacles in your way? What would your clients or customers love to see happen with your business if there were no obstacles in your way?
  • Once you know where you could go, try looking at your work through fresh eyes. Journal about every detail of your product or service as if you are an alien. Take photos like you’re a tourist. Collect materials like you are an anthropologist. Use your fresh eyes observations to bubble up new insights that might drive innovation.
  • Brainstorm everything you “know” about as many aspects of your business as you can. What has to happen for you to be successful? What do your customers expect from you? What processes are required? Who are your allies and who is your competition?
  • Then ask, if this weren’t true, then what could we do?

But then, I’m no expert. What ideas do you have for driving innovation?

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There are many people who I admire—smart, funny, talented, generous people. Then there are people who align those winning traits with a strong set of moral values and act to create something brilliant. These people inspire me.

And, I’m a bit surprised to say that social media is the reason I come to write about this topic.

I began to see the power of social media to enable such inspiration when my nephew Elliot posted on Facebook that he had a birthday coming up, and if anyone was planning on giving him a gift, he would love for that gift be a donation to a charity he chose. He suggested an amount, a dollar for every year he had lived, but was grateful for any amount. He set a modest goal, which he blew past immediately. He announced a new goal. Then another. Then another. He must be a popular guy with people who like to exceed goals because he raised a lot of money from people who never intended to buy him a birthday present. Brilliant. Elliot blogs at http://goodworkpeople.com.

Another example first came to me in the form of a viral video called The Money Tree. It showed what happens when you tape 100 $1-bills to a tree on a busy city sidewalk, each bill with a life-affirming note to take one. It’s beautiful. Check it out at http://www.­boingboing.­net/­2010/­09/­08/­what-­happens-­when-­yo-­3.­html.

This is the work of Amy Krouse Rosenthal. She blogs at WBEZ in Chicago. http://www.wbez.org/blogs/mission-amy-kr and is a brilliant filmmaker and writer who inspires “connection, reflection, and creativity.” She has a mission for her followers (of which I’m one) every week. Often she asks for participation from her followers (sadly, I’ve yet to participate) from which she makes beautiful art. For the last three years (8/8/08, 9/9/09, 10/10/10) she’s invited anyone and everyone to meet her at the Bean in Chicago’s Millennium Park for an evening of “missions.” If you like life celebrations, check out her films chronicling these moving experiences.

A third example, I just found out about yesterday. Carlo Garcia has a site called Living Philanthropic: livingphilanthropic.tumblr.com. He has committed to contributing to and featuring a non-profit organization on his blog and through his tweets every day for a year, hoping that his followers will respond to the cause and also donate. I’m sorry I didn’t find him until day 314 when he featured Changing World’s, one of my clients. So far, Carlo has donated $3,753 to his featured organizations and his followers have reported donating another $9,915. Another brilliant idea.

Elliot, I know. I don’t know Amy or Carlo. Yet I have a pretty good idea of who they are. They inspire me, and perhaps elicit a bit of jealousy. But I’m glad they’re here. They give me a compelling reason to participate in social media rather than merely curse it as another distraction.

I also know, this is just the tip of the iceberg. If you have other examples like this, I would appreciate knowing about them. I would like to spread the brilliance. If you are inspired by Elliot, Amy or Carlo, spread their brilliance. These are the lights that need to shine.

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