Category Archives: Managed Conversations

Evolving Email – Guest Blog by David Creelman

David Creelman (www.creelmanresearch.com) has been a thought leader on human capital management issues for more than 10 years.   He writes extensive, thought-provoking papers and speaks frequently at industry conferences.  I reached out to David back in 2011 to gather his reactions to the work we were beginning at 4Spires.  In response, he wrote the following blog post.  Two years on, David’s observations are even more relevant.  He writes:

“The biggest untapped opportunity for organizational effectiveness is email.

Managerial and professional staffs spend a big hunk of every day on email. It is the single most important means for control, coordination and communication. Yet how much time does HR invest in creating the means so that this tool for control, coordination and communication is used effectively?

One stumbles a bit here, because while HR leaders can imagine providing training on using email, the broader sense that HR should “create the means to make email more effective” (to repeat my own awkward phase) feels outside the scope of the function. Yet if HR doesn’t grab hold of this, who will?

Let me ease the discomfort by pointing to something concrete. I recently spoke to David Arella of 4Spires. He reached out to me because of things I’d written about conversation as a technology. My point was that managers spend 80% of their time in conversation, and making those conversations effective is by no means simple; HR should think of conversations as a sophisticated “technology” for getting things done, not just a trivial everyday act. Arella is interested in “managed conversations” and because many, even most, conversations take place in email—and because email has all the opportunities that come with any online technology—Arella is interested in email.

The starting point is the recognition that conversation is not just about sharing information. A big part of conversation is about making commitments. You ask me to do something by some date. I reply that I will do it. That kind of promise is the key to control and coordination.

The theoretical underpinning for this is speech act theory. If you are a keener like me you will have read the background work by philosophers JL Austin and John Searle, but the practical application of speech act theory comes from Fernando Flores. Flores elucidated the small number of elements of a conversation that results in commitments. Basically it starts with a person making a request, and then someone accepting it, rejecting it or making a counter-offer. When the request is fulfilled and acknowledged as suitable, that commitment cycle is complete.

Flores believes that if people are deliberate about these key elements of conversation, organizations would work more effectively. What better way to enable this than to add functionality to email that helps clarify and track the conversations that manage commitments? This is exactly what 4 Spires is attempting to do.

If you are old enough and geeky enough, you will remember that 4Spires is not the first to try this. Flores himself created an communication application called the Coordinator which attempted to enforce his view of how conversations should be conducted. This wasn’t a success, and my understanding is that it was due to overzealousness on Flores’ part. You wanted to send an email saying “Great game last night!” and the Coordinator would make you decide if that was a request, a counter-offer or whatever. Arella has learned from this experience and has a system that is much lighter on its feet; it gives you the option of a disciplined email conversation that manages commitments but imposes nothing.

Let’s imagine you are running a project that involves 5 or 6 people and a few of their own direct reports. Everyone knows this kind of project can be hard to keep track of. Is everyone doing what they are supposed to? Has something fallen off the rails? Project management software is not suited to this sort of thing; it’s more trouble than it’s worth. But if your email program is tracking who has committed to what by when, then there is an automatically generated record of what is going on. It becomes easy to see “What are the things Joe is supposed to be doing?” or “What deliverables ought to be back to me today?” Tracking who is doing what by when, need not be a separate activity, it happens automatically simply by ticking a few boxes. This is the new face of project management.

One thing that also falls out of this simple commitment tracking is who has done what, who is done on time, and who is consistently late on meeting their commitments. As always, any metric is simply the launch pad for more investigation, but if an employee is consistently late it raises the question of whether the employee is overworked, under skilled or simply poor at estimating how long something will take. This is important management insight. It’s the new face of performance management.

Having structured data online about conversations and commitments leads to many possibilities: potentially you can look at all the commitments an employee has made; you can look at all the deliverables you expect this week; you can see if elements of your project are being held up by people who have made, but not fulfilled, commitments to your own direct reports.

Management is mainly about conversations, and important conversations are about commitments. Most commitments are made by email and so if we track this we can manage it. It’s that simple.

Email is the biggest thing to happen in management in the past few decades, but we’ve kind of just let it happen. We’ve never really grabbed hold of it as the powerful tool it is. If a whole department can worry about the control tool of accounting; why not pay similar attention to the much more expansive tool of email?

Managed conversations in the 4Spires way is not the only thing you can do to improve email. The point is to realize that in email we have a monster of a tool; investment in managing that tool better could have an extraordinary impact on organizational effectiveness.”

Elevating Employee Engagement – New Technology Can Make a Difference

Improving employee engagement is a perennial management concern.  While difficult to quantify, there is little debate that engaged employees contribute more to the enterprise.  An HR executive recently summarized the keys to improving engagement with three words: “Respect, Empower, Inspire.”

Ok, fine, but how does a company or manager do this exactly?  Beyond admonitions to managers, what specific behaviors can managers employ?  I suggest one key lever to focus on is how managers communicate with their staff, i.e., what words are used, what are the conversational patterns, what are the means of following-up and reaching closure, etc.  These are “systematic behaviors” that can be observed and strengthened with an eye to increasing respect and empowerment.

I am referring here to the ground-breaking work by Drs. Fernando Flores and Terry Winograd who developed the model of a “conversation for action” that embodies a new pattern of communication between work colleagues.  First of all, each work conversation begins with a “request”.  Not an “assignment” that presumes a one-up and one-down relationship between the parties, but a “request” which acknowledges from the start the mutual dependency and the associated respect due to the performer.  Just using the words “can you. . .” changes the mood of the whole work delivery conversation.

The second stage of the conversation is equally powerful.  The performer is provided the opportunity, as a respected equal, to “negotiate” their response to the request.  The performer is empowered to say what they can and cannot commit to.  No more just assigning a task with a person’s name on it and a due date.  Rather, an actual agreement with a performer who is empowered to respond with what they can accomplish by when.  Note, also, that providing this measure of autonomy to the performer is the quid pro quo for clarifying subsequent accountability for delivery.  Accountability is baseless without negotiation.  If the performer never has room to say no (i.e. decline a request), then how can you trust a yes?

The work conversation proceeds full circle with a clear delivery of the agreed outcome followed by the manager’s acceptance and praise or critique.  A successful cycle inspires the next one.  Trust, a key element of engagement, is built along the way from repeated cycles.

So, the next question is how do you instantiate these behaviors throughout the organization?

We believe technology can improve engagement by guiding and facilitating a “managed conversation” between requesters and performers.  4Spires has developed a new generation of social task management software that combines task and relationship management.  It goes right to the heart of the engagement question with a specific and tangible intervention that can change the conversation content and dynamics.  The software acts as a third party to the conversation by prompting the use of specific words and responses and by assuring explicit closure of the conversation.  The tool is an expression of new practices and new behaviors.  Helping individuals make and keep their commitments builds engagement.

 

Book Review – “Conversations for Action and Collected Essays” by Fernando Flores

First, I am impressed with how well the information in this book has stood the test of time. I might even go further and say that the material is more relevant in today’s work culture than it was 30 years ago when it was written. Our modern, technology-connected, but personally-disconnected life can certainly benefit from improving how we converse with each other. Dr. Flores offers an astute analysis of how we communicate, from the basic linguistic elements through an appreciation for background concerns, flow, moods, and trust. He deconstructs our everyday exchanges with other people into their essential elements and then constructs a compellingly simple model of the back and forth “dance” that goes on to achieve shared action. The “conversation for action” loop he developed 3 decades ago remains a powerful model for improving knowledge worker productivity.

In particular, I found the discussion of autonomy vs. accountability very relevant in the context of our current generation of workers. Along with shifts toward less loyalty to company and increasing worker mobility, we can sense a growing demand for increasing autonomy in how (and where) work is conducted. There are obvious benefits to this trend, including increased employee engagement and innovation, but maintaining efficient coordination may be more challenging. Adherence to the conversation for action model adds clarity and a modicum of rigour to work conversations that can make accountability explicit and visible. A growing number of case studies attest to the improvements in collaboration the model provides.

The book offers valuable insights like the following:

— We all make “characterisations” of others and of ourselves. We say “he is trustworthy,” “she is unreliable,” “I’m bad with numbers.” “These features are not real; they only exist in conversation…when we forget that characterisation is a conversation, we perpetuate our competencies and incompetencies, and those of others…grounded characterisations allow us to have productive conversations; these are conversations for moving forward together rather than staying stuck in the present.”

— Our background mood affects how we perceive the world and the people around us and how we behave. A person’s mood is driven by their vision of the future. “A common belief is that the future is basically an extension of what is going on today.” To manage moods, therefore, it is necessary to create a different understanding about the future. Dr. Flores suggests “the most important key to generating moods of challenge, confidence, and ambition is to understand that people create the future in the commitments they make to each other and the actions they take together…we invent the future together.” There is key information in this section for any group leader to consider.

— “Leadership is a phenomenon of the conversations of a team, not of an individual. A team participates in a set of ongoing conversations among people who commit to share an explicitly declared mission and to coordinate actions to fulfil the mission. The leader takes action to ensure that these conversations take place and that they are assessed by the team to be effective. The leader is the person who is granted authority by the team to take care of these conversations in an ongoing manner.”

— Language is central to being social. “We build networks of people with whom we participate in conversations.” These are not one-way messages like “take out the trash” or “do this task,” but rather two-way conversations in which two or more individuals share their background concerns, negotiate agreements for taking action together, and continuously develop a shared assessment of how the work and their relationship is progressing. These are the kind of principles we should be mindful of as we design modern work management systems.

Perhaps the gem of the whole book, however, is the last chapter “On Listening.” Using examples as seemingly far apart as a used car salesman and Lech Walesa, Dr. Flores presents an entirely new approach to the practice of listening. Exhibiting keen observation skills, the author exposes the mechanics of dysfunctional conversation patterns that are immediately recognisable and then presents a new model for listening that can achieve genuine engagement between people with entirely different backgrounds. We see how the traditional training on listening skills is flawed, and we learn an observable, but radically new way of participating in conversations that any reader can utilize and benefit from.

My one reservation with the book is that I was left wanting more examples of these principles in practice. The everyday examples in the book are used only for explanatory purposes. I think the book would have benefited from the inclusion of some case studies where the ideas made a difference. I know they’re out there…perhaps in the second edition?

“Conversations for Action” – Perspectives on the Design of Cooperative Work

 

In 1987, Terry Winograd, Professor Emeritus, Computer ScienceStanford University wrote a compelling paper ‘A Language/Action Perspective on the Design of Cooperative Work’ which was published in Human-Computer Interaction 3:11 (1987-1988), 3-30.

In the article, Winograd describes what he and his fellow collaborator, Dr. Fernando Flores, called ‘Conversations for Action’ which he asserts form the central fabric of all cooperative work.  “Language is the primary dimension of human cooperative activity.”   Winograd concluded that a language-action perspective would play a major role in developing the field of ‘computer-supported cooperative work’.

He was right, but it has taken more than 25 years and several software attempts to realize his vision.  4Spires is the most recent company to design work management software based on this perspective.

Below is a synopsis of the Winograd article:

People act through language.  The language-action perspective focuses on the form; the meaning and use of language to get things done.  A ‘conversation for action’ follows a certain structure – one party (A) makes a request to another (B).  Each party interprets a future course of action that will satisfy the request.  B can accept (and thereby commit to an outcome), decline, or propose a counter-offer with alternative conditions.  Each of B’s ‘moves‘ then lead to different ‘moves‘ by A, and the conversation can be seen as a dance that eventually leads to a mutual understanding that the requested action has been done or that the conversation is complete without it having been done.

The perspective deals with the structure and coordinated sequence of acts by A and B rather than the actual doing of whatever is needed.  Conversations for action are the central coordinating structure for human organizations.

“We work together by making commitments so that we can successfully anticipate the actions of others and coordinate them with our own. The emphasis here is on language as an activity, not as the transmission of information or as the expression of thought.”

Winograd (and we) are concerned with designing computer systems that support these conversations for action.  Email is still the dominant electronic communication tool, though email does not provide sufficient structure to properly support taking cooperative action.  Email, for example, offers only one, generalized way to begin a conversation – ‘compose email’, and it does not offer any distinction between information sharing and making a request.

The system Winograd and Flores conceived allows for a user to initiate a ‘request’ form which prompts the user to specify a performer, others who will receive copies, a related domain of interest, and a description of the desired outcome and due date.

The recipient, on the other hand, is prompted with the various options for responding (e.g. Agree, Decline, or Counter-Offer) that are generated by a conversational state interpreter.  At each stage of the conversation the user is presented with a display of only those actions that could sensibly be taken next by the current speaker (i.e. A or B).  The program deals with the structure of the conversation, not the content.

“The system has no magic to coerce people to come through with what they promise, but it provides a straightforward structure in which they can review the status of their commitments, alter those commitments they are no longer in condition to fulfill, make new commitments to take care of breakdowns and opportunities appearing in their conversations, and generally be clear (with themselves and others) about the state of their work.”

Unlike email, the basic unit of work is a conversation, not a message.  Rather than just linking email messages by the use of Re: in headers, each message belongs to a conversation.  This key distinction enables a much more powerful retrieval and monitoring of work in progress.  To begin with, answers to basic questions like who has the ball, and what do I have to do next become readily apparent.  Messages can be retrieved based on status, or stage (e.g. open or closed), or role (e.g. performer or observer), or domain (e.g. goal or account), etc.

The system replaces typing parts of the contents of an open email message with more direct and structured interactions which are more efficient.  It is a generic tool in the sense that it is intended for a particular kind of communication (i.e. taking cooperative action) without regard for the topic or functional domain.  It is not built for arbitrary sequences of messages, but for the requests, promises and completions that are at the heart of coordinated work.

Systems designed to support conversations for action are not intended to replace face-to-face verbal interactions, or to lessen the importance of interpersonal relations.  Language acts, in general, can be less effective in the absence of personal relationships.  Much of business involves meetings and the social acts of persuasion, negotiation, and, at times, argument.  Trust is developed and built-up over time and is a key factor to productivity along with the mood and motivation of individuals.  Systems, however, can add substantial value by recording and tracking these agreements and work tasks.

Winograd’s article lays out a compelling case for a new generation of tools designed specifically to support conversations for action.  Email is as inadequate to this purpose today as it was 25 years ago when he wrote the article.  Like Winograd, we here at 4Spires believe the basic unit of cooperative work is a conversation that turns into a commitment to act.  Our solutions draw their differentiation from this work management perspective.

4Spires Brands New Image

 

4Spires (www.4spires.com), the leader in business execution SaaS solutions, has developed a new and exciting image that embodies and brands the spirit of our company, business philosophy, and products.

The essence revolves around the firm’s belief that all actions, all executions, all commerce is achieved in some fashion through a ‘conversation’ between a requester-customer and a performer-provider.  At an elemental-core level, all organizations can be seen as simply an interrelated, fluid network of person-to-person conversations and interactions.

To be most effective as well as for the organization and individuals to receive the greatest benefit, each of these interactions needs to involve a simple four-stage pattern.

  • The cycle begins with a solid foundation (Blue).  One person begins the conversation with a clear description of their needs and expectations; they make a request.  They INSPIRE the conversation.
  • In the second stage, the other person (i.e. the performer-provider) responds with their abilities  and constraints and the two parties make an explicit agreement to deliver (Green).  They CONSPIRE.
  • In the third stage, the performer does the work and delivers what has been promised (Silver).  Figuratively, the performer PERSPIRES.
  • The fourth stage is completed when the requester receives and assesses the deliverable; they ‘crown’ the whole interaction with a close-out comment of satisfaction and appreciation (Gold).  Both parties ASPIRE to have satisfied the original needs.

The pattern is repeated over and over, request – agree – deliver – assess.

Completion of one task-related cycle spawns the next.  Requests become more precise.  Accountability within the organization, for the individual and resultant deliverable is clear.  Results are acknowledged with increased organizational and team cohesiveness.  Feedback is provided on each delivery which fosters heightened business process efficiencies and personal recognition.

This is a virtuous cycle for improving performance in any organization.  It improves execution; it also boosts trust and builds better relationships between individuals, within departments, across the organization and even with customers.

This logo will be associated with our line of “CommitKeeper” products, each one of which is designed to facilitate the creation and support for this beneficial four-stage cycle.  We think the application of this simple idea can dramatically improve personal and organization performance.

4Spires launches CommitKeeper on Salesforce

4Spires is pleased to announce the launch of the newest version of our CommitKeeper product on the Salesforce platform.  This application offers a ground-breaking approach for improving coordination, visibility, engagement, and accountability across all types of team initiatives.  It closes the execution gap between strategy, tasks and results, and it takes collaboration to the next level.

Notable features in this version include the following:

    • New Request.  A simple form is used to make a request for a specific delivery from a performer/provider.  The request can be tagged in multiple contexts for later search and reporting.  This begins a dialog thread that documents the whole delivery cycle.  Socialize the task with the broader community by selecting multiple observers.
    • New Offer.  In addition to using the request form, a commitment to deliver an outcome/result/task by a certain date can also be initiated by the performer/provider making an Offer to a customer/manager/colleague.
    • New To Do.  Create a task for yourself within the same tags so that you have a truly comprehensive list of all the work items on your plate.
    • Supporting Requests.  Execution often involves a hierarchy of dependent tasks.  Delivering on a “parent” request depends on the successful completion of several “supporting requests” which may, in turn, depend on other “supporting requests”.  Visualize up-to-the minute status on the entire network of dependencies.
    • Suppress emails.  To minimize and control email “clutter”, system administrators can suppress email notices without affecting the Chatter stream.
    • Attach files.  Attach files to requests/tasks that seamlessly integrate with the Salesforce document library and version control features.
    • Integrates with CRM objects.  Requests and responses made in CommitKeeper automatically appear in the activity history of the related Salesforce objects (e.g. leads, opportunities, projects, campaigns, etc.).
    • Native and Aloha too.  Built with code native to the Salesforce.com platform, the application fits right in to the user experience with no training required and feels like a “standard” platform utility.  Aloha status means the application does not count against limits imposed by which edition of Salesforce (i.e. Group, Professional, Enterprise, Unlimited) the customer is running.
  • Easy installation.  Just a few clicks and it’s done.

Find it on the AppExchange here.  Sign up for the free 30-day trial.  Please forward to your colleagues who may have interest.

Thanks for your ongoing interest and support.  More soon.

Four Principles for a New Model of Accountability

Accountability, everyone wants more of it, from our political leaders and institutions, businesses, schools, work colleagues, and even our children. Our general understanding of the word, however, and how to acquire more is imprecise and shallow. This is particularly disappointing in the work place context because increasing accountability can indeed improve performance. This post explores the term and proposes a new perspective, based on four principles that can increase accountability.

Let’s begin with definitions and the current perspective. The Merriam-Webster dictionary defines accountability as “an obligation or willingness to accept responsibility or to account for one’s actions.” The Random House dictionary offers a different perspective defining accountability as “the state of being answerable: obliged to report, explain, or justify something.” It is noteworthy that in its common usage, both definitions emphasize a backward-looking perspective; i.e. holding someone accountable for something he or she did. Often there is also a punitive overtone. It comes down to tracking deliveries and due dates with the question:  “Did you do it, and if so, what are you going to do about it?” Going further, the term is associated with the notion of “accounting” as in checking the score and determining who’s going to pay.

These commonly held notions are actually counter-productive to building more accountability in the workplace. The underlying enforcement and punitive notions about accountability do not create the optimum mood with a prospective collaborator. We need to develop a new perspective about accountability based on four principles:

1)     Accountability is forward-looking.  Accountability should be agreed upfront and not assigned at the end. As a task or initiative is being planned, the parties involved should be talking about who is going to be accountable for each outcome or deliverable. The performer consciously and explicitly commits and accepts responsibility. 

The critical portion of the conversation is at the beginning where the commitment is formed.

2)     Accountability is based on willingness.  There is a critical distinction between being willing to accept responsibility and being obliged to perform a function or produce a deliverable. In an organization characterized by a command-and-control culture, the performer is “obliged” to accept responsibility for delivering an outcome. Accountability is foisted on the performer simply by virtue of their position relative to the requester (e.g. the boss gives the orders).  In effect, the senior person ends up saying “I’m holding you accountable…” This is not the optimum means to boost accountability. Real accountability comes from “the performer’s mouth”.

A performer willing to accept responsibility explicitly declares their commitment and says in effect “You can count on me.”

3)     Accountability is about the quality of the dialog.  Building on the dictionary definition: “the state of being answerable”, what is important is the “answer” from the performer. Instead of the more usual presumption of accountability, the dialog begins with an explicit request that needs to be met with an explicit response. A conversation ensues and a specific agreement about expected results and due date is crafted. Having responded directly to the request and committed to the outcome, the performer has, in fact, taken on the accountability for delivery.

The quality of the dialog between the parties is much more important than recording the assigned due date.

4)     Accountability involves negotiation.  The requester must acknowledge their dependency on the performer by providing an opportunity for an honest response. The performer answers by sharing their capabilities and concerns regarding the request. Commitments that evidence real accountability involve a level of disclosure and dialog that is typically not present when tasks are assigned. Most managers assign tasks and expect accountability to follow along as part and parcel of the assignment. In effect, they are saying “I am assigning you this task and holding you accountable for getting it done on time”. This is not a dialog, only a one-way statement. The performer has not actually “answered”. The performer has not made any personal or public ownership of the task. While we are all familiar with position-power simply “assigning” accountability, a superior approach is to afford the performer a genuine opportunity to negotiate a response to the request.

Negotiation strengthens commitment. 

 

Focusing on accountability can be an effective lever for improving organization performance.  Accountability drives execution. To be most effective, however, we need to replace the current enforcement and punitive notions about the word with a new perspective that keys on upfront dialog and making clear agreements.

“Collaboration 2.0” – More Than Sharing Documents

Recently, I read “Collaboration 2.0: Technology and Best Practices for Successful Collaboration in a Web 2.0 World” by co-authors David Coleman and Stewart Levine.

First and foremost I appreciate that the authors have expanded our view of  what co-laboring is all about.  The commonly held understanding of the word “collaboration” has for too long been hijacked to simply connote document sharing.  For example, a software product review written as recently as October 2011 contained the following line:

“The two most important aspects of cloud computing for small businesses are mobility (reading and editing documents on mobile devices) and collaboration (sharing and co-editing documents).” [My emphasis added]

Collaboration is so much more.  As the authors vividly point out, effective collaboration requires attention to people, process and technology.  They advise their readers “collaboration solutions that only focus on technology will fail if they do not also address the ‘soft stuff’ – relationships, trust, behavior and attitudes.”  Additionally, they suggest “what has been missing and what is a key ingredient for successful 2.0 collaboration are some. . .protocols around the basics of interpersonal communication”.  How to communicate in a virtual environment has the same, and even more, challenges as communications in the physical world.  Technology designs need to be mindful of “creating a context in which people communicate more effectively”.  Coleman and Levine rightly assert the number one communication roadblock is “Lack of Clear Agreements”.

The book’s latter section presents an insightful discourse on what the authors refer to as “Law and Principles of Agreement”, i.e. “Every collaboration is established in language by making implicit and explicit agreements. . . Collaboration and agreement for results is simple, but it is not easy.  It requires thoughtfulness and clear thinking on the front end before you move into action, and then a commitment to get through the rough spots after you begin.”

I could not agree more.  New software solutions are being developed and introduced that go well beyond document sharing to address the “soft stuff”.

To facilitate effective collaboration, technology can:

  • Create a context – a “space” in the virtual world where two or more parties can come together to carry on a dialog about achieving a shared outcome.  Different from email, new technologies enable each party to independently work in the shared space without waiting for the other to respond.
  • Guide behaviors – users make requests and offers to begin a dialog/conversation between collaborators.  Effective and efficient collaboration is spawned and carried through in a well-crafted conversation in which the two participants interact with each other, declaring specific things, in a structured sequence.  The requestor initiates the dialog/conversation by making a clear request of the output or result that would satisfy their concerns, the performer responds by making an explicit agreement to produce a specific outcome at an agreed upon delivery date, the performer presents their output, and the requestor explicitly acknowledges whether they are satisfied thus closing the structured sequence loop.
  • Make agreements explicit – who will do what by when is “on record”.  Document a clear request and the agreement by the performer to deliver by a certain date.  To emulate actual conversations, the software controls require an appropriate response from the performer (e.g., the performer must select one button option: “Agree”, “Decline”, or “Counter-offer”).
  • Provide protocols to guide the conversation flow – the conversation thread is “managed” by the software to include mutually beneficial actions and comments that progress the conversation and close the loop.  These “rules of engagement” must strike a delicate balance and not be overly restrictive; the technology must have sufficient flexibility to support human interactions in ways “natural” business conversations are handled in the physical world, but may include prompts to move the conversation along, to reach mutual resolution, and to complete the delivery.  Both parties in the conversation move forward along an explicit path.
  • Keep and maintain records – track project status, changes, modifications, updates, deliveries and outcome assessment.  Records archive all data and dialog threads associated with completed collaboration agreements for future analysis and learning.
  • Reveal execution in progress – graphically display the real-time status of the whole network of interdependent collaboration conversations associated with specific goals, projects, accounts, etc.
  • Provide metrics – measurement adds management insight and supports interventions to improve collaboration.  Technology can, at a glance, highlight initiatives: still being negotiated, ones on track, those that have been delivered, which are late, etc.  These can be presented on an organization-wide basis as well as on a person-by-person basis.  On time delivery percentages and satisfaction ratings can be quantified to build reputations.
  • Build trust – technology plays the role of a third party to the conversation, monitoring and helping facilitate the development of a successful relationship.  The software is intended to introduce and support best practices and more efficient behaviors while enhancing ways of working.  Beyond capturing data and managing workflow, the software represents a significant organization development intervention that leads to improved performance and results.

Collaboration technology is so much more than document sharing.

One Simple Behavior to Elevate Employee Engagement

There is a growing recognition of the close relationship between an organization’s performance and its employee engagement.  Many observers share a concern that employee engagement is in decline; which is directly affecting how an organization internally and externally meets its obligations.  There is particular concern regarding Millennials.  (For an overview of this age group read The Millennials.)

This article describes one specific management behavior that can elevate engagement.

In a recent article Arthur Lerner, Principal at Arthur Lerner Associates, has done a nice job of describing a hierarchy of the levels of engagement.  He writes:

“This isn’t precisely what Senge et al wrote in The Fifth Discipline, but close and slightly expanded. (The original had four types of compliance – grudging, formal, ‘regular’, and genuine, and require comment to differentiate.  I’ve substituted the words below, which includes adding in coercion as the lowest level, probably needing a line above it because it connotes no willingness.)

It was written well before the current passion for engagement, and has served well in my experience to differentiate some of what others have pointed to in this discussion already.  It presumes leader-follower/hierarchical relationship. Read the following from bottom up:

Enrolled
Committed
__________
Volunteering
Supportive
Cooperative
Compliant
Obedient
Coerced

From the bottom, each higher stage indicates a greater degree in the willingness to subordinate to do what a leader (organization) wants, in particular via greater ‘buy-in’ to the vision and perhaps the goals that underlay what is asked. . .  As it stands, with no explanation, it does not include ways to attain the stages in terms of intrinsic or extrinsic rewards, etc.  The line between volunteering and being committed indicates an internal shift from doing – even enthusiastically – what the ‘other wants’ to taking on internal ownership for the behavior or result desired.  Enrolled connotes going beyond commitment in that someone who is enrolled so fully cares about and wants to see the success that s/he will carry forth even in the absence of a prior leader of the effort.  One could collapse some of the stages as shown, but the drift is definite, and the line is a distinctive qualitative divider.  I won’t go into connections between the stages and progression between them and issues of motivation, enthusiasm, engagement etc. but they are many.”

I like this hierarchy; we can all recognize the levels.  But how do we make changes that move engagement up the hierarchy?  What are the work practices and manager behaviors that can move the needle?

One dimension that is both practical and observable is the character of the dialog that’s going on between the parties.  For the bottom five levels (Coerced through Supportive) the conversation is top-down.  In fact, there is no real dialog at all.  The manager-leader simply tells the team members what they must do.  This ranges from a direct order, with consequences, to a stated need.  The ‘demand’ or assignment changes in style (i.e. harsh direct order to kindly assignment) but not in character.  “I need this done by you by this date”.  It’s a statement.

At the Volunteering level there is a fundamentally different type of conversation.  At this level and for the first time, an actual two-way person-to-person or manager-to-employee dialog occurs.  The difference is the manager asks a question rather than making a statement (e.g. “I need this done, which one of you can get it done?”)  The performer, aware of the need, responds with an explicit agreement to fill the need.  Even though the dialog is still a bit ‘tilted’ in favor of what the manager wants, there is at least an opening for a response to express willingness by the performer.

Something very different happens when moving up to the Committed level.  To get to this level, there must be a genuine dialog between two individuals, more or less on equal footing, where the performer is making an explicit agreement to deliver.  The key change is that this conversation starts with a request (e.g. “Can you complete this project or task by Friday?”) versus beginning with a statement.

What follows is equally important.  The performer has the ability to respond by saying yes, no or by proposing an alternate completion date.  They are able to negotiate what they are able to successfully complete by a specific deadline or make a counter-offer to the request.  Most importantly, with the real opportunity to negotiate, they make a commitment (e.g. “I will get this done for you by next Monday.”).  This statement expressing “ownership” by the performer is the hallmark of the jump to the Committed level in the hierarchy of engagement.

The top level in the hierarchy is Enrolled.  At this stage, the engagement is spontaneous, even anticipatory.  As with the other levels, this one is also characterized by a certain type of dialog.  This level is characterized not by requests from the manager, but by offers from the performers; e.g. “I understand what needs to be done, have the time, resources, and enthusiasm to get it done, and therefore I am making an offer to do it.”).  Again, the performer is engaged in a negotiation with the manager-customer that results in a clear commitment for delivery.

While I readily grant the substantial over-simplification of a complex issue, managers who want to increase engagement can begin by changing one thing – the character of the dialog with the performer(s).  Changing statements to requests is a good first start.  This simple step releases the power of the performer to respond at a higher level of engagement.

 

 

In the Social Cloud Who Gets the Job Done?

The power of social networks is all the rage.

The headlines promise to “harness the power of networks of people”.  One vendor offering “cutting edge social collaboration tools” promotes a next generation wiki in which an issue or problem is sent out to the larger group for everyone to contribute to and try to solve thereby attracting the collective intelligence and input from the larger group.

This is what “Social” solutions are all about – people connect, author, and post – large groups of people sharing ideas and resources in a common forum.

Broadcasting needs and gathering input from the large social group has value, but social networks do a poor job of coordinating work and actually taking (any) action.   At some point everyone has to get off the network and into the real world to accomplish something.

Groups, be they composed entirely of internal or mixed with internal and external personnel, can generate enormous power and innovative ideas, but groups can also diffuse responsibility and accountability for acting on those ideas; the larger the group, the more diffuse.  Information sharing is much different than taking responsibility or even accountability.  The real lever for taking action is not the one-to-many, but rather the one-to-one relationships.

Consider the oft-quoted, but anonymous story about the four people named Everybody, Somebody, Anybody, and Nobody.

“There was an important job to be done and Everybody was asked to do it.  Everybody was sure Somebody would do it.  Anybody could have done it, but Nobody did it.  Somebody got angry about that because it was Everybody’s job.  Everybody thought Anybody would do it but Nobody realized that Everybody wouldn’t do it.  It ended up that Everybody blamed Somebody when Nobody did what Anybody could have done.”

Taking action comes down to two people – one person delivering an outcome and another receiving and acknowledging the outcome.  This one-to-one commitment-building process begins with either a request by a customer or an offer by a provider.  The leader makes a request of the team member, the CEO makes a request of a VP, the Marketing Director makes a request of the Engineering Director, a salesperson makes an offer to a client, etc.

It is this universal pattern that gets things done, and the next generation of productivity tools will focus on enhancing these one-on-one conversations for action so the vision of the group is made true by the actions of its members.