Friday's finds in February

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Here are some of the observations and insights that were shared via Twitter this past week.

@JaneBozarth – “Setting up only private internal social media platforms is like having phones that won’t call outside the building.”

On perpetual Beta & Social Learning: Are You Learning as Fast as the World Is Changing? – via @TimKastelle

Finally, and most personally, successful learners work hard not to be loners. These days, the most powerful insights often come from the most unexpected places — the hidden genius locked inside your company, the collective genius of customers, suppliers, and other smart people who would be eager to teach you what they know if you simply asked for their insights. But tapping this learning resource requires a new leadership mindset — enough ambition to address tough problems, enough humility to be willing to learn from everyone you encounter. Nobody alone learns as quickly as everybody together.

Clueless in Davos – “A very interesting article in the Foreign Policy magazine about the relevance of Davos – via @AdrianCheok”

… the forum’s two major flaws. The first is that the Davos meeting is a gathering of the global establishment. By definition, establishments are slow and even unable to see and understand developments that run contrary to the orthodoxy of the establishment. One should never expect the unexpected from an establishment institution. The second flaw is even more serious. It is that the theory of globalization underlying the Davos concept is false. That theory holds that globalization is a win-win economic movement that will enrich the whole world and thereby lead the nations to democracy and eternal peace.

Going Mainstream by @reubentozman via @quinnovator

The next change required is to stop talking about “performance support” as though it were a job aid or a little something you use to support a training effort. We need to start talking about performance support as though it were the very essence of what we do and look at training as something that may be used when required. We also tend to use performance support to talk about “just-in-time” training. In the world of business process mapping and systems thinking, everything is “just in time.” All of our interventions need to come when required as dictated by the system. The questions we need to continually ask ourselves are how do we strengthen the system? What interventions and when will lead to better performance of the system?

QR Codes: bad idea or terrible idea? – via @KevinMarks

The only place you should use QR codes is if you have a dedicated reader for them, like a classic barcode scanner, and a workflow that is designed for this that actually saves time. If you do empirical research on using QR codes for the public, you’ll likely see 80% worse performance than text, like this museum did. By all means try the experiment and report your results. Put up a QR code and a printed URL and see which gets the most usage.

Photo by Scott Blake

Enabling Innovation – Book

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I had the pleasure of writing an article for the book, Enabling Innovation: Innovative Capability – German and International Views as a follow-up to some work I did with the EU’s International Monitoring Organisation. An interesting aspect of this book is that major articles are written by German researchers and then shorter comments or additions are presented from an international perspective. My article was in response to a weighty paper by Sibylle Peters, entitled, New Forms of Project Organisation and Project Management – Dynamic and Open.

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Abstract
The increasing structuring of work and organizational processes by forming project involves new challenges to the handling of knowledge work and expands the scope to generate innovations. The classic project management alone is less and less able to manage complex, uncertain, knowledge-based processes. Through alternative approaches social, actor-oriented topics of management will be adressed.

If all you want to read is my short article, then let me save you the $189.00 list price for this book.

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Managing in Complexity

In New Forms of Project Organisation and Project Management – Dynamic and Open a key theme discussed is the lack of flexibility of traditional project management methods in dealing with complexity.

With increasing requirements for complex and creative work we need new models to get things done. Many of our practices are still premised on work being simple or complicated. Simple systems are easily knowable, whereas complicated systems, while not not simple, are still knowable through analysis. These can be easily managed. However, complex systems are not fully knowable though they can be partially understood through interaction with them. This is antithetical to many of the control protocols of traditional project management.

In the developed world, simple work is constantly getting automated (e.g. automatic bank tellers) while complicated work is outsourced to the cheapest labour market (e.g. off-shore call centres). If companies want to remain competitive in the global market, they need to focus on complex and creative work. Much of complex work is in exception-handling and when exceptions are the rule, rigid rules must become the exception.

We have to understand complex adaptive systems and develop work structures that let us focus our efforts on learning as we work in order to continuously develop next practices. In a knowledge-intensive and creative workplace the role of leadership becomes supportive and inspirational rather than directive. Artificial boundaries that limit collaboration and communication only serve to drag projects (and companies) down and create opportunities for more agile competitors.

While agile methods for project management are discussed in New Forms of Project Organisation and Project Management, an overall agile mindset is also required. This can be fostered in a culture of perpetual Beta. Perpetual Beta means we never get to the final release of our work and that our learning will never stop. Agile organisations realize they will never reach some future point where everything stabilizes and they don’t need to learn or do anything new.

In additional to a mindset of agility, workers need a skillset of autonomy. However, we are trained early in life to look to authority for direction in learning and work. The idea that there is a right answer or an expert with the right answer begins in our schools. Too often, the message from the workplace continues to be that good employees wait for their supervisor to tell them what to do. This is counter-productive in dealing with complexity and working in perpetual Beta. It destroys creativity.

When we move away from a “design it first, then build it” mindset, we can then engage everyone in critical and systems thinking. Workers in agile workplaces must be passionate, adaptive, innovative, and collaborative. Autonomy is the beginning.

Fostering autonomy and agility means that we talk about work differently. For example, dropping the notion of being paid for time is one way to start this change. An hourly wage implies that people are interchangeable, but no two minds are the same. Being paid for time fosters neither autonomy nor agility. There are many other human resource practices should be questioned and dropped, such as job competencies.

The new networked workplace requires collaboration and cooperation. Complex problems cannot be solved alone. Tacit knowledge flows in networks through social learning. Learner autonomy is a foundation for effective social learning. It is the lubricant for an agile organisation. Agility becomes a necessity as we deal with increasing complexity. In order to develop the necessary emergent practices to deal with complexity we therefore need to cultivate the diversity and autonomy of each worker. We also must foster richer and deeper connections which can be built through meaningful conversations. This is social learning in the workplace.

Even in project management, learning is the work.

One example of encouraging social learning is the government of British Columbia, Canada which developed an interactive intranet in order to foster collaboration and communication.

The success of a social intranet ultimately has less to do with technology than with planning, governing and managing change. Walsh [B.C.’s Manager of Creative Strategies] had these lessons to share.

Ditch perfectionism [perpetual Beta]

Communicate! Communicate! Communicate! [social learning]

Trust your team [Autonomy]

Not your government’s voice

As traditional core activities get automated or outsourced, almost all high value work will be done at the outer edge of organisations. At the fuzzy edge of the organisation life is complex and even chaotic. On this periphery, where things are less homogenous, there is more diversity and more opportunities for innovation. Individuals, project teams and organisations have to move operations to the edge to continue learning and developing. In agile organisations, a greater percentage of workers will be on the edge. The core will be managed by very few internal staff. What does this mean for project management? No matter what model one prefers, it will have to be more open, networked and cooperative.

Change and complexity are becoming the norm in our work. We already see this with increasing numbers of freelancers and contractors. Any work where complexity is not the norm will be of diminishing value.

Embracing complexity and chaos is where the future of work lies.

MSF Lessons Learned

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Medecins sans frontières [MSF], or Doctors Without Borders, is marking its 40th anniversary with a collection of stories exposing what it’s like to confront those difficult decisions. The book is called Humanitarian Negotiations Revealed: The MSF Experience and it comes out later this month.

CBC’s program The Current covers the uncomfortable compromises that humanitarian aid workers regularly face. As The Guardian reports:

Marie Noelle Rodrigue, operations director of MSF in Paris, said: “The time has come to explain the fragile equilibrium between the price it is necessary for an organisation to pay so that you are helping the victims.

“Often that means making a compromise to a degree where you are helping the authorities. This is a question that no-one has wanted to examine and it is good that MSF have looked into it and I think we are happy that we’ve done it honestly.”

MSF is keenly focused on learning from its mistakes and this book is part of that process. Some of those lessons:

Everything is political and influences medical assistance.

Gut feeling is very important to assess complex situations.

Finding common ground between parties in conflict is very difficult and too often simple, but ineffective, solutions are chosen.

The situation is always changing and there is a need for constant reflection, as individuals and at an organizational level.

Impartiality [trust] is the “red line” that cannot be crossed.

Every action is a compromise.

Conflicts are messy & dirty – therefore the humanitarian assistance is messy & dirty.

Learning through constant discussions is critical for all members of the organization.

MSF has a culture of debate and exposing the truth and this lets the organization move forward.

MSF follows the principles of narration and transparency to ensure it stays a viable organization facing complex, messy situations. Many organizations who are trying to adapt to the network era could learn from MSF.

Community lessons

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Here are some lessons I’ve learned about online learning communities that are developed in support of training and education:

  • A loose-knit online learning community can scale to many participants and remain effective.
  • Only a small percentage, ~ 10%, of members, will be active.
  • If facilitators can seed good topics and provide feedback, then conversations can flourish.
  • If you use a very gentle hand in controlling members/learners, some will become highly participative.
  • Design for after the formal course, using tools like social bookmarks, so that artifacts can be used for reference or performance support.
  • Create the role of “synthesizer” (could be the community manager or someone else) from the onset, who will summarize the previous week’s activities.
  • Keep the structure loose enough so that it can grow or change according to the needs of the community.

Red or Blue?

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Here are some of the insights and observations that were shared via Twitter this past week.

“If the structure does not permit dialogue the structure must be changed. ~ Paulo Freire” – via @surreallyno

“Learning is the human activity which least needs manipulation by others. ~ Ivan Illich” – via @IvanIllich2

@flowchainsensei – “Any organisation is screwed when it believes only certain privileged individuals can lead and/or manage.”

@melissapierce – “If you were a real rebel, you’d realize that anger is the trendiest emotion of all and you’d buck that trend with lusty immutable joy.”

@doctorjeff – “Next time a child comes at you with question after question – embrace it with a smile, for they chose … you.”

@umairh – “It’s no coincidence that “Davos” rhymes with “McFuture”.”

Yochai Benkler: Seven Lessons from SOPA/PIPA/Megauplaod and Four Proposals on Where We Go From Here – via @hreingold

Lesson 3: As the networked environment resists control, more of the flow of networked economy has to be sucked in to the enforcement vortex.

The Net is proving much harder to control than the industries anticipated when they got the Digital Millennium Copyright Act DMCA passed in 1998. In order to actually control materials on the Net, SOPA and PIPA tried to harness a range of technical, economic, and bureaucratic platforms, aimed to impede the functions of an ever-more-vaguely defined set of targets. Technical platforms included most prominently the DNS service and registrars and the search engines. Business platforms included payment systems and advertising systems. In order to achieve effective enforcement in a global digitally networked environment, Hollywood seems destined to try to draw an ever-larger set of platforms and actors into the risk of potential copyright and near-copyright liability.

When an enterprise moves to an organic, value-creating, diverse network, the training department has to join the fray. – by @jaycross

What did CLOs do with the insight that informal learning matters? Next to nothing. They left informal learning to chance. Even now, with the cost-effectiveness and responsiveness of informal learning pushing it to the top of CLO’s priority lists, most are taking baby steps if any steps at all. This is extremely disappointing. We who understand how people learn need to be at the vanguard of establishing social networks, expertise location, online communities, information streams, agile instructional design, help desks, federated content management, continuing reinforcement, peer development, and so on.

Homework: To Flip or to Toss? we read homework in class, discuss it in class, clarify and debate it in class — then briefly write about it at home – by @cburell

My current experiment involves not so much flipping homework as (almost) ending it. I’m using document-based lessons in which all reading and discussion is done in class, and the only homework is a reflective blog post about the day’s content on a team blog — which student team-members read and comment on with corrections, extensions, challenges, etc. I like this so far, for several reasons …

Sebastian Thrun: you can take the blue pill and go back to your classroom and lecture your 20 students, but I’ve taken the red pill (video) – via @downes

Confused or Strong Beliefs?

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Much of my work is in helping organizations prepare for increasingly creative and complex work because this is where the business value is, whether in offering differentiated services in a competitive market or in advancing scientific R&D. I have found that Dave Snowden’s Cynefyn framework has been helpful in my sense-making around this and Dave has recently advanced this model with a Work in Progress (WIP).

Complex, as defined by Cynefyn is a state in which the relationship between cause and effect can only be perceived in retrospect, but not in advance. The approach is to Probe – Sense – Respond in order to sense emergent practice.This is essentially the notion of perpetual Beta; constantly making probes of the environment, sensing what happens and developing next practices in view of the evidence. One cannot understand the environment until one probes it. Analysis is not enough.

Dave identifies  two danger areas in the complex domain, both of which I have seen in organizations: SB & Co:

Strong belief [SB] – Low/Medium convergence, low coherence

I’m not sure of the name here, but this is the domain of different factions with similar power resulted in a fractured and disjoined position. This is one of the issues that techniques such as SNS are designed to resolve; by allowing different groups to work in parallel with interaction, conflict can be resolved through action not dialogue.

Confused [Co] – Low convergence, low/medium coherence

We’ve got some structure in the need but we don’t even have factions fighting between the options. Individuals have needs but there is no clumping or links between those individuals. It’s a mess with few patterns or structures that we can do anything with.

When I was talking to HR Executives last year, the consensus around social media was that they knew their companies had to change but they did not know where to start: Confused. Many seemed to be waiting for a list of Best Practices, but we know from Cynefin that these are only suitable for the Simple domain.

Conversely I have seen requests for proposals developed by one or two departments in an organization, usually Purchasing & IT, for a workplace collaboration product/service that is highly detailed and constrained but does not reflect the real needs of the workers. Just ask an L&D department if they are satisfied with the technology that was ‘given’ to them to do their jobs: Strong Belief.

So how could you balance convergence and coherence in the complex domain in order to make decisions?

Adopting three principles for working smarter in networked organizations might be a start:

  1. Transparency
  2. Narration of Work
  3. Distribution of Power

I have found Value Network Analysis a good exercise to break down beliefs in the embedded hierarchy and visualize how value actually flows. This helps with transparency, as people can see the organization through a new lens.

The narration of work can bridge beliefs by exposing people daily to what other people are doing. It’s like walking a mile in someone else’s shoes, but  only 140 characters at a time.

Finally, if power is held by one group, let’s say Purchasing & IT, for all software acquisitions, then the end-users won’t even try to get involved in the process. I have seen many such departments resigned to the fact they will have to deal with another enterprise software implementation having had no say in the matter. Understanding the environment and building consensus are the real work of leaders in networks.

Internet Time Alliance Insights

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We can learn a lot from open conversations with trusted colleagues who want to improve their professional expertise. My colleagues have these conversations regularly and I have learned a lot over the past two years that we’ve been together.

A professional is anyone who does work that cannot be standardized easily and who continuously welcomes challenges at the cutting edge of his or her expertise. ~ David Williamson Shaffer

When we updated the Internet Time Alliance website last month, a major component that Paul designed was the integration of our best articles into a single database, called Insights. Every page now dynamically generates recommended readings and we keep adding articles, so that we now have over one hundred.

We have also just curated a number of our thoughts into a single presentation that shows our perspectives on workplace transformation. It’s like an extended business card from all of us.

ITA Insights 2012

Do you need to be managed?

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These days it’s more productive to think of organizations as organisms. Managers become stewards of the living. Their role is to energize people, empower teams, foster continuous improvement, develop competence, leverage collective knowledge, coach workers, encourage collaboration, remove barriers to progress, and get rid of obsolete practices.

Living systems thrive on values that go far beyond the machine era’s dogged pursuit of efficiency through control. Living systems are networks. Optimal networks run on such values as respect for people, trust, continuous learning, transparency, openness, engagement, integrity, and meaning. ~ Jay Cross

Do we really need managers? Is management as we currently practise it out of date for the networked era?

thoughts on public education

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Everything I know, I did not learn in kindergarten. I didn’t go to kindergarten. Perhaps that was good, as that was the year that my father died, and I still did not speak much English anyway. It could have made for a stressful year. No kindergarten meant I could start school a bit later and I think I was really ready when I entered that one-room schoolhouse which was probably the best learning environment I ever had.

There were only three of us in Grade One, so I was also able to listen to what was going on in the Second Grade, in the same row, just ahead of me. Recess and lunch were usually fun, with all ages playing games together. There were not enough students in any one grade to form a dominant group. I was later home-schooled by my mother who never had any formal education in English. This was my introduction to public education.

I went to university straight out of high school and did a standard four-year degree. I got a gentleman’s pass from the Royal Military College and then put my books away. What remains of my undergraduate education is not so much my knowledge of History as my fluency in French. It wasn’t the classes that helped me master the language, but the girl I met in Québec between first and second year. That was real informal learning, watching morning TV cartoons with her young niece, whose French wasn’t too much more advanced than mine. I was one of only a few of my classmates who achieved fluency from no ability at all on entry. Motivation was the critical part of my learning.

Thirteen years later I went to graduate school part-time, with a full-time job and a young family. I could not have done it without the support of my wife. I received a graduate degree in Education but my real education has been in the 14 years since. I have been learning mostly online, first by accessing all of the information available on the web that interested me and more recently by connecting to a worldwide network of people, most of whom I have not met face-to-face. This network now numbers in the thousands.

I have learned that it was a shotgun wedding between robber baron capitalists and progressives, who at the turn of the last century helped to create our public education system, with age-based cohorts, classrooms, bells, and a standardized curriculum. The capitalists needed workers who could read instructions, while progressives, like Moses Coady, founder of the Antigonish movement, felt it their mission to help society.

I have noticed with our boys now finishing up at school, that for the most part, the current system does not help them learn. If anything, it stops them from learning. One-size fits nobody, I call it. We were lucky, in that one or both of us parents could be at home during the day. Our boys could stay at home from time to time, such as the year one was frequently bullied — by the teacher. They knew they always had an option not to go to school. If I had to do it over again, I would pull our kids out of the system during middle school and let them become self-directed learners, later having them rejoin their friends in high school. Middle school was a needlessly stressful time for our family.

When I went to school, if a book was not available in the library system, in reality, it did not exist. Now my children can find and read most of what they need. The shift from scarcity to abundance of information is one of the many reasons we need educational reform. There can be no standard curriculum when everything is miscellaneous, as Cluetrain.com co-author Dave Weinberger says. Courses are artifacts of a time when information was scarce and connections were few. With ubiquitous computing, that time is over. Our children know that.
school train
I watch how our kids learn to play computer games. There is no rule book. The fun of the game is in figuring it out. This is always done collaboratively. Collaboration seems natural to this generation. While studying, Facebook is usually open and classmates send messages back and forth as they share in their learning. The whole notion of cheating may be gone in a generation.

I think this generation will be one of the last in the current system. I hope the next public education system is not another shotgun wedding, or a reaction to change, like charter schools can be. Actually, I hope that it’s not a system at all. It should be a network, like the Internet — open, with no centre, using only basic protocols and allowing for innovation at the edges. If we let our children design it, that is most likely what it would be like. It might look like Stockholm’s school without classrooms or something even more radical.

Walled Gardens

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Here are some of the insights and observations that were shared via Twitter this past week.

Quotable Moments:

“The only person who is educated is the one who has learned how to learn and change. ~ Carl Rogers” – via @timbuckteeth

“The most courageous act is still to think for yourself. Aloud. ~ Coco Chanel” – via @transarchitect

@flowchainsensei – “Projects” are no way to run a railway – or any other kind of business, for that matter.”

Audience question about IBM Connect during Lotusphere 2012 “Did you evaluate enterprise LMS [learning management systems] before you built this?” A, “No, we began with how people learn.” – via @marciamarcia

Maps only get you so far:

@upriver_ca – If you were going to be thrown into a fast-moving river, would you rather have a map or a canoe?

Much of the world of management is built around drawing maps. And maps are wonderful things if the things that the map represents are manageable. All too often we confuse the map with the terrain, though, and we imagine that while many leaders would like the map, many of those in the water would prefer the canoe.

Walled Gardens:

@MarkFederman – “re: Apple/iTunes becoming de facto textbook gatekeeper. Given their walled garden/control mentality, this is very concerning.”

Jaron Lanier: The False Ideals of the Web – via @jhagel

The obvious strategy in the fight for a piece of the advertising pie is to close off substantial parts of the Internet so Google doesn’t see it all anymore. That’s how Facebook hopes to make money, by sealing off a huge amount of user-generated information into a separate, non-Google world. Networks lock in their users, whether it is Facebook’s members or Google’s advertisers.

Wired – Dirty Little Secrets: The Trouble With Social Search

Still, this potentially marks a real transformation to the way we have looked for information on the web, one with real winners and losers. It also signals a real danger to the balance of power between users and megacompanies. We are increasingly moving from a bottom-up web, where users vote with their links, keyboards and their clicks to show what’s relevant to them, to a top-down web where that’s doubly or triply mediated by browsers, search engines and social networks.

Oopsie! The Audacious iBooks Author EULA – via @nwinton

Apple, in this EULA [end user license agreement], is claiming a right not just to its software, but to its software’s output. It’s akin to Microsoft trying to restrict what people can do with Word documents, or Adobe declaring that if you use Photoshop to export a JPEG, you can’t freely sell it to Getty. As far as I know, in the consumer software industry, this practice is unprecedented. I’m sure it’s commonplace with enterprise software, but the difference is that those contracts are negotiated by corporate legal departments and signed the old-fashioned way, with pen and ink and penalties and termination clauses. A by-using-you-agree-to license that oh by the way asserts rights over a file format? Unheard of, in my experience.