Monday, February 04, 2008

Teambuilding Without Holding Hands

We had a very productive retreat last week and at the end of it, there was a palpable sense of identity as a team. That was one of our goals, to build this team, along with the imperative of the design task that precipitated the idea of a retreat in the first place. When a retreat was first suggested a few weeks ago, it was met with nervous laughter, and comments which conjured images of a group hug (teambuilding seems to have become a bit of a punchline). So one challenge was to structure the retreat in a way that built the team, but did not have any recognizable "teambuilding" element.

Of course, teams that have worked together for a while are more comfortable with activities that explicitly explore the personal and behavioural side of team members and their inter-relationsips. With teams that are at an early stage, perhaps teams in name only, then a gentler approach seems to be more appropriate while trust is built.

I have read recently some revisionist teambuildng literature by McKinsey which argues against the touchy-feely kind of teambuilding front-loaded onto a retreat or meeting (the Gordian Knot or Squaring the Circle type activity - the titles speak for themselves). Instead they find that the teambuilding effect is greater when the work comes first and then space is opened at the end of the retreat to discuss how the group worked together. Therefore, reflection on how the team works and how it could improve its performance is based on a real work experience, rather than a simulated experience. We used this approach in the retreat and it seemed to work well, aside from the fact that time and attention at the end of any event are scarce resources. I found that people were much more willing to explore the process of working together after having had two days of structured work and some unstructured discussions, rather than having that group maintenance conversation in abstract at the beginning.

We paired this final process discussion with the StrengthsFinder, which people took in the breaks during the retreat (it takes about 30 minutes to take the online questionnaire and the results are instantly delivered). We each shared our top strength and how we felt that this strength had manifested itself in our contributions and behaviour during the retreat. We made a few joint comments to people, appreciating their specific roles in some of the key change moments in the meeting, and then generally discussed how we had worked together to achieve our goals. The discussion from next steps and task passed smoothly through to our process, in spite of having had limited focus in the past on what makes us all tick, separately and together. We even used a ball at the end so the group could self-facilitate the discussion. At that point, this was no issue. I could not have imagined introducing that at the beginning of the meeting when the urgency of the task, the tentativeness of group cohesion, and my reputation as an interactive facilitator were clearly in the "wait and see"category.

I still think there is a place for some of the more game-based teambuilding activities, perhaps with teams who are already formed and have specific issues or new ways of working that they want to explore. But with newly forming teams, and teams that are perhaps allergic to agendas with mysterious activity titles, I think that the get to work, and then talk deeply about how you did it approach is the way to go.

Tuesday, January 29, 2008

Focus AND Perspective in One Hour or Less?

Some days go by in a blur. Meetings interspersed with small chunks of desk time, interrupted by phone calls, nature breaks, and impromptu visits by interesting colleagues, an SMS from home, the background bing of email dropping into your in-box. Interruptions, as welcome as they might be, unweave the fabric of your day. The focus you had when you walked into your office slowly unravels, as your attention is simultaneously sought all around you. Over the course of this day your task completion rate dips - the trees appear and the forest recedes into a fuzzy background. Presuming you notice this, what can you do to regain your focus and perspective?

Here's an idea...colour in a mandala.

I laughed when the art therapist briefed our group on this activity last Saturday in a workshop I attended. I have mandalas all over the house that my sons have made. They seem to be popular projects in first grade. Now I see why. A mandala is described as an "integrated structure around a unified centre"; they represent wholeness, and the integration of macro and micro perspectives. Although they originally come from Eastern religions, they are now found in many cultures and have come to represent the unity and flow of life. Most of all, creating them (even just colouring them in) can help you relax and improve concentration (no wonder they are popular with teachers of 6 year olds, and harried adults).

When you take on a mandala, your process starts with picking one that you will be happy spending an hour of your life on, out of an infinite variety of designs. Then you need to think for a while and begin to make a series of decisions about colour and pattern. You tap into yourself - how do I feel and what combination of colours will portray the perspective I have or want to have? This is a thoughtful reflective process. There is nothing random about a mandala. Whenever you make a decision, it implicates many other parts of the mandala (sound familiar?) As you make your decisions about colour and intensity, you explore the intricacies of the pattern, you gradually see the impact of these decisions on the whole, unfolding design.

After a while, as you settle into this creative process, you start to bring in other ideas and influences, you might question your earlier choices, you go down another level to see where you are going with this. Everything in your head translates into your design, unspoken; you are completely focused and uninterrupted. I was surprised, in a room of 15 people, with more coming and going, no one could distract me from completing my mandala. There is no intermediate stopping place on this circular design, once you get started, you are compelled to finish. Completion, what a nice feeling.

If you decide to try this, and take it seriously, you will feel the benefits. It lifts the mood, it refreshes you; you can think and connect while using your creativity to make something new. There is a satisfying end to the task. All that in one hour or less... If your day is spinning, take an hour, some felt tip pens and a mandala, and restore your focus and perspective. It really can be that easy.

Wednesday, January 23, 2008

It's OK to Be Invisible

Blogs are great because they can be used for so many things. This is an exercise in reframing…

There are many professions that have as a feature of their creative work, being rather invisible in the final product. Editors find this, ghost writers certainly, even advisors to high level people have the opportunity to provide discreet guidance, direction and ideas to leaders which might make a major change in the world. Every President and Prime Minister has a team of people who are consulted and once in a while may be the source of their next great idea or provide insight for the solution to a particularly sticky problem.

These people clearly enjoy their influential jobs, and rightly so. Let's explore that enjoyment a little. What might be some of the incentives, in the absence of public recognition, that motivate them? Of course there might still be some public recognition, if they have the title as Advisor to the President, or Editor-in-Chief of the newspaper. But what if they don't actually have that title?

Does it take a specific personality type to be satisfied with the knowledge that you are helping someone else do a great job? Does it take a longer term viewpoint, or the belief in good karma, that what goes around comes around and if you are helpful to someone then eventually someone will be helpful to you? My first professional boss some 18 years ago was a busy man who always had time for people, who would freely give advice, try to be helpful, brainstorm with people for programmatic ideas or even ideas that would help them navigate the incredible bureaucracy that was the UN. He even wrote a major report for the CEO that people still refer to today, and his name did not appear on it anywhere. He was an excellent networker, built strong personal relationships with people, and generally, in spite of the politics and hassles, enjoyed his work. He didn't get to the top of the organization, but he had lots of people at his retirement party. I think eventually he did get a title that spoke of his important advisory role, but I am not even sure about that. I don’t think that bothered him too much, he seemed to have a bigger picture in mind.

Everyone needs some recognition and feedback to keep them motivated. This can come in different forms and forums. It might also be more or less important based on the stage of their career. The public-ness of this recognition might also have a link with how much they want to be included in things (see Firo-B discussions), or how much self-esteem they have. Personally, I struggle a bit with invisibility for many different reasons. At the same time, I do believe in a strong service culture, and value being a part of many "teams" no matter how ephemeral or informal. I need to keep coming back to the big picture idea; how is this process contributing to an overall goal, and what is the best way for me to help achieve it? Then it is also up to me to create the story for myself that captures my role in that change process, and to be able to repeat it to myself and perhaps others from time to time. I think its OK to be invisible, sometimes.

Sunday, January 20, 2008

Time, Technology and Tangibility

Last week I had the opportunity to talk to Frits Hesselink, who has recently completed a Toolkit on Communication, Education and Public Awareness (CEPA) for the Convention on Biological Diversity. Toolkits are very much the fashion right now and we were interested hear more about what Frits had learned in his process, which featured over 100 inputs from members of an international, distributed expert Commission linked to my organization (the Commission on Education and Communication, for which I act as the staff Focal Point). From our conversation three things struck me as particularly relevant to further Toolkitting activities: Time, Technology and Tangibility.

Time: For Frits, time was a major issue, and a resource need that had been wholly underestimated by all parties. The deeper the consultation, the better the product, and the more time this takes. For this toolkit, Frits did not simply request a group of editors to prepare set chapters or send out a prepared document for comments. He sent out web-based surveys which needed in many cases follow-up interviews with longer discussons to develop fully. He found that he needed to follow up with people quickly, within 10 days or less, to keep momentum and to keep people from forgetting the nuance of their survey responses. This created bursts of intensive time allocations. In addition, as this is a large network which was queried for the project, to keep his request from falling through the cracks and to attract people's immediate attention, the personal connection was important; so in many cases, Frits used his personal links with experts that he knew were working in the field of CEPA to encourage a concrete and timely response. This involved many individual messages, responses and person-to-person linkages rather than the typical all-network broadcast. Time, time, time.

Technology: For the final toolkit authors/editors group, Frits, and one of our IT colleagues, set up a technology platform for collaboration; a bespoke tool to upload documents, share commentary, etc. However, in the end it simply did not work. Frits was the only one who took the time to learn how to use it (the project started 2 years ago and the tool was a little too clunky), and other authors never had the time or enough incentive/need to get on top of it. Frits learned that technology must be easy, intuitive, and people need a strong incentive to learn a new system, rather than falling back on usual technologies like email. (We spun off here on an interesting tangent on age; perhaps our network needs that injection of young people for whom these new technology tools are second nature. We faced the possibility that our network is "too old" for some of these new tools, and that a little reverse mentoring through a cross-generational "Buddy system" could go a long way).

Tangibility: The final point that we talked about was how to make a Toolkit more than a book. We saw the proofs for the hard copy of the CEPA toolkit last week and indeed it looks like a book. It was first a website, then a CD-ROM, and now it is a book. There are of course good reasons for the hard copy, but these days it could perhaps be more useful for longer as a living social site, where people could upload more tools, experiment with them and share their results and questions. That would make it a real toolkit. But there is still, in some corners, the expectation to have a physical object as a product. Something you can hold in your hands, pass around, send in the mail. It also perhaps gives the sense to the partners that the project is "completed", and that the toolkit is "done". But perhaps it is more interesting these days, to never actually "complete" a toolkit project; not to freeze the knowledge at any point, but let it flow, go on percolating, updating itself, and spinning off into new areas when needed. This Web 2.0 option however demands monitoring and perhaps some facilitation at the onset to keep the quality, which takes not only money, but time - and that takes us right back to where we started from...

The last time you did an interesting project, did you learn something new? How did you share your learning with others?

Saturday, January 12, 2008

No "Thanks" Needed

Every time I watch Merlin Mann's Google video on Inbox Zero, I get a little more out of it and gradually the idea of a Zero Inbox is capturing people's imagination in our institution. We have now run two 60 minute staff sessions where we projected the video, had some stories from current users, and then had a Q&A discussion to explore some of people's ideas and concerns around this notion.

Our last week's session produced a nice, concise list of principles for emailing. It seemed different than the usual list of DON'Ts, as it was linked to specific strategies for helping people more efficiently process their email. Most lists aim to do that, and with the rationale right up front it seems to make even more sense. It also serves to remind people of their responsibility to help the receivers on the other end (or at least think about them when they shoot out their mail). Linked to this, we are getting ready for David Allen's visit to our institution in April for a day seminar with our staff on "Getting Things Done". I think that all of these discussions about pesonal productivity also help us see more clearly how, by getting our own stuff done most efficiently, we can actually help other people get their stuff done too (a.k.a. Teamwork).

Below is our list:

9 Principles for Email Good Practice

To facilitate SEARCH and ARCHIVING:

  • Put an accurate title in the "SUBJECT" line (and please don't leave it blank)
  • If possible, use one email for one topic, action or decision needed

To facilitate NEXT ACTION and TIMELY RESPONSE:

  • Use the "TO" field for those persons from whom you need a response, use the "CC" field for people's information only (no response needed)
  • Put any deadlines at the top of the email in bold (consider putting them in the "SUBJECT" line)
  • If you can identify the next action and prominently include it in the email, it will reduce processing time for the recipient.
  • If it is really URGENT, and the turnaround is very short, then call the recipient if possible to see if they received it (don't assume that they have read their email in a short time period)
To minimize VOLUME:
  • CC only those people who really need copies of the correspondence
  • Ask for responses or acknowledgements if needed, otherwise do not expect/do not send "thanks" responses to signal receipt
  • Do not automatically REPLY TO ALL

The hardest part of this exercise was writing the email to staff signalling this discussion (an email code of conduct had been formally requested by the senior management team). It had to be completely congruent. I ended up sending it to one person for their direct response, and ccing everyone else to give them the option to comment or DELETE.

Most institutions have these rules or guidelines, developed a couple of years ago when email started to become the way you run your life. I hear that we do too somewhere. And I guess it never hurts to repeat this exercise. Perhaps renewing the discussion will get more people interested in analysing, and where necessary changing, their email practice - with the goal of helping themselves and others spend a little less time fiddling with email and creating a little more time to do other interesting stuff.

Sunday, January 06, 2008

Am I This Stuff?

Here's a puzzle, what do the following things have in common?

  • Analysis of green areas per person in the Metropolitan Area of Mexico City 1950-2000
  • Description of a process (1994-1997) for capacity building to promote multi-stakeholder dialogue on the environmental problems in a peri-urban hot spot and the capacity needed for its management
  • Report on the status in 1996 of Biosphere Reserves in Arab Countries and perspectives for an Arab Network of Biosphere Reserves
  • Empirical studies from 1997 of the role of gaming/simulations in policy development and organizational change

I could go on. What these things have in common is that they joined several thousand other such interesting pieces of paper in a journey to the recycling centre last week as I cleared out at least half of my "archived" material at home over the holidays.

It was hard - every piece of paper had interesting data and information in it, it had memories, places, faces, experiences - little parts of life. I had to struggle with myself to let go of it - what would it mean when it was gone? Was this stuff me? After hours of looking through it (ostensibly to recuperate paper clips but mostly procrastinating tossing it) I decided that the answer was Yes and No. Yes, this composite of knowledge and information somehow reflects my own personal and professional experience and gives some indicator of who I have become through my work.

No, because this stack of stuff has way too much detail, frozen information that has shifted and changed over time. It does not reflect the progression of my understanding of these themes nor even necessarily what I actually learned through these experiences. For example, that particular Mexico trip took us from Mexico City to the Yucatan Peninsula. I don't actually remember the figures for green area per person in Mexico City (I guess the trend was going down.) However, I do vividly remember watching fishermen near Progresso catch octopus during the day with bait of live crabs that the women would catch at night. This was a fantastic example of gender roles and natural resource management that I will never forget, but I didn't have any report or papers in my files on that.

I did notice that there were many papers, events, trips etc. where I did not recall much - a missed opportunity for learning. Most of these situations seemed to include classroom case studies, powerpoint, activities that I did not engage in (simulations that I watched but did not take part in). There seems to be an inverse correlation between interactivity and background documentation. Even more reason to get rid of the paper tower, much of it did not sink in. But I kept it for a reason, it helped me to track my experiences, and to a certain extent reflects me. But I guess it will do that anyways, either in my basement, or in my head - and perhaps as a part of a newly recycled paper document that I get on my next trip. How's that for a learning cycle?

Happy New Year!

Sunday, December 23, 2007

A Day is a Thousand Social Contracts

Many years ago I was a part of a distributed project team designing a workshop that combined teambuilding, with systems thinking and sustainable development. It was lead by Dennis Meadows, one of my mentors, and at one early point in our process where we were taking on individual roles and responsibilties, he asked us to distinguish between "wish to do" and "will do". At that time, I am not sure I fully appreciated his request. It really does have to do with teamwork and the systems in which we work.

Committing yourself to do something already demonstrates good intent and some level of trust on your part, however, actually delivering on your commitment starts to build it within the team. Social contracts, the promises we make to others every day, when they are honoured (as the norm) help to build trust around us and creates an environment which supports achievement, where we might be able to take some risk and try new and innovative things. The inverse is also true, non-delivery on commitments starts to chip it away. One way to build trust is to be clear about the difference between what you want to do/intend to do/hope you have time to do and what you will do. And then to absolutely do it.

This question of trust building is not just about being nice. It is also about getting things done. When I trust you to do something, I am taking risk to build my productivity and outputs on the inputs of others. The quality of my work and effectively my reputation, then becomes more collectively based on the contributions of many other people. In order to do this I need to trust that others will honour their commitments to me, so that I can do a good job. The alternative to this is that I base my outputs solely on my own work (or that of an immediate team that I control with financial or other strong incentives like performance assessments) . What more might I accomplish if I opened myself to the diverse inputs and talents of a much larger "team"?

The theory in teambuilding is that a high performing team (trust comes in here) can accomplish things that it is difficult or impossible for an individual to do alone. In systems, one goal is to find the interrelationships that already exist and leverage those in order to help achieve a much larger collective goal. And to get people to work beyond their immediate functional units (sometimes called "silos") takes trust. One place to start building trust is making good on social contracts so people can count on you. It is also about knowing when to say "I can't do this right now"; which of course is another essential team skill (for some an even harder one).

Wednesday, December 19, 2007

It Takes A Village...

I have just had a heartening experience in my office. As it is the holiday season I thought I would share it on this blog. We have an incredibly complex internal knowledge management system for recording our programme plans, budget etc. as many large international organizations do. Not being someone who is gifted in using IT programmes (thankfully blogging is so easy), on Monday a call to send in my 2008 workplan created a wave of psychic angst. It was complete already, but produced in a simple table format in Word (which worked for me), how now to get it into the bigger complex internal system full of spreadsheets and quadrenniel results? So I tried myself, found the guidelines, asked my immediate colleagues, with no success and a mounting feeling of frustration and powerlessness. So I sent out an email to my colleagues, a "plea" as one called it, for some peer learning on how this works (I am still new and my unit is new here).

Wow, what a response! I was so happy to have my first email response back within minutes, and then during the day more and more people offered to help, to give me some advice, to show me their own workplans, to share their tips to make the process, which is admittedly complicated, easier to navigate. These are incredibly busy people anyways, and this is the last week before the long holiday period, everyone is madly rushing to finish off things; still I got so many offers for help that I want to acknowledge that indeed it takes a village, or at least a community of colleagues, to sort out a new staff member. At least this community is willing to do it. You just need to ask; we should ask more.

I was interested to see what wikipedia said about that phrase, "It takes a village..." and here is what I got, I have adapted it here for my own purposes (e.g. replaced "children" with "staff members", "adults" for "managers", and "nation" for "organization", etc. - interesting results...)

Staff members are not rugged individualists. They depend on managers they know and on hundreds more who make decisions every day that affect their well-being. All of us, whether we acknowledge it or not, are responsible for deciding whether our colleagues are brought up in an organization that doesn't just espouse team values but values teams and staff members.

I am well on my way to completing my workplan now, thanks to my colleagues and their willingness to provide some informal, peer learning to someone in need. And I will be actively looking for an opportunity to reciprocate in the New Year...

Monday, December 10, 2007

How (Not) to Have a Terrible Meeting

Setting group norms for a meeting that everyone can help to uphold can be challenging. We have all done those exercises at the onset to establish the rules that we want people to follow in order to have a productive meeting. Here are two alternatives to this straight-forward activity that might give the conversation more life. The second one comes directly from our "Beyond Facilitation" workshop last week.

First, using the Appreciative Inquiry (AI) approach, you can ask people what kind of "Freedoms" they would like to have, rather than rules or things that people should not do (rules are made to be broken, after all). For example, "Don't be late" turns into the freedom to be on time, etc.

Second, you could set up an activity to identify "How to have a terrible meeting" (AI practitioners close your eyes...) You can ask the participants at the onset to think of all the things that they see at meetings that lead to poor or weak outcomes. List those on a flipchart, have a laugh, and then number them and post them in a obvious place in the room. During the workshop, whenever someone or the group does one of those things, notice it by number, "I think we might be doing number 5 here: not listening, what can we do about that?" That might help the participants take the responsibility to ensure that you actually don't have a terrible meeting.

Thursday, December 06, 2007

You Have the Right to Remain Silent

This week we are hosting a 5-day workshop, "Beyond Facilitation: Intervention Skills for Strengthening Groups and Teams". We have 19 people here from within our institution and other facilitators working around the world, from the UK to Zambia. We are using Group Process Consultation (GPC) as our foundation for learning more about how we can help teams be as highly performing as they want to be.

I have written a few posts about GPC from a previous worksop I took earlier this year which describe this approach, No Hiding Behind Our Desks and Understanding What We are Bringing to the Party. This time however, it feels different. It's not a different trainer, we are working again with Chuck Phillips, who is one of the founders of this approach and has been working with groups on it for three decades. It is not the content; I thought it was perfect the way it was (one day shorter) for my colleagues and the other facilitators. I think it is about the participants. The participants at the NTL course that I attended last April were all private sector OD/HR people and very much "people-people". This time however, we have a greater mix. There are plenty of "people gathers" - people who are high on the FIRO-B (Fundamental Interpersonal Relations Orientation–Behavior) instrument's Inclusion and Affection continuum, and this time we also have some people for whom the touchy feely parts of group work give little energy or motivation.

This group I found much more representative of the diversity and complexity of real life teams, and as such provided an additional layer of learning for me. As a facilitator, and someone who is sensitive to participation and inclusion in groups, my tendancy is to get fixated on someone who is not speaking, not sharing, not participating - assigning that behaviour to discontent in the group - and then do everything I can to get that person involved. But one of these more reflective colleagues noted today that sometimes he just does not want to talk, or doesn't have anything particular to add to the conversation at that moment. If the facilitator jumps on him for not talking, that will probably irritate him enough to keep him from talking in the future. That is learning for me, people have differing needs for inclusion in a group, both expressed and desired. It doesn't necessarily mean that they are not engaged or contributing, it just means that they don't feel the need to talk all the time to do so (like me).

Friday, November 30, 2007

Apparently children can teach themselves anything – can we do that too?

According to the research of Professor Sugata Mitra, Newcastle University, and the main researcher behind the famous "Hole in the Wall" projects held in India in the last decade, Tamil children in rural communities can learn biotechnology in English on their own. How can this be possible?

That's what Mitra has learned after spending the last decade observing children using computers embedded in building walls in safe, public play areas around India. He observed that with a simple computer, keypad and browser, groups of children could teach themselves remarkable things, from a foreign language to the anatomy of the human body.

Through these experiments he found something that was not previously taken very seriously in educational theory – children can learn anything when the right emotions are triggered. These include curiosity, challenge, and pride (like not wanting to be called a fool by other children). The context was also important - the hole in the wall computer was not in the classroom, where learning was more associated with routine and examinations (which he intimated took all the fun out of it), but in a "play area" with no rules.

Does this hold for adults too? Can we really learn anything when our emotions are engaged and context is right? How often do we take these two things into consideration when designing our learning interventions? I have written before about creating physical memories for learning, which is working with both the mind and emotions in learning situations, as well as taking it out of the traditional “training space”. Maybe it is also about knowing what your own triggers are. Certainly mine include novelty and a steep learning curve (thus my great consternation about how to use Facebook and Second Life for learning, see my previous post about this). However, for some people neither of those tools has much novelty left; they might push all the right emotional triggers for me, but not necessarily for others.

I imagine those learning triggers are very personal, and for those of us in the learning trade this is another reminder about the value of individualized, learner-centred approaches with lots of choice. It doesn’t mean that we should not explore and experiment - that, in many cases for both adults and children is our main pathway to learning.

Sunday, November 25, 2007

Want to Learn More? Take this Quiz...

Imagine that you need to inform people in a workshop setting about your organization (or another topic for that matter.) Option A: You can make a PowerPoint presentation for 20 minutes and have a Q&A discussion after it for another 10 minutes. But how much will people learn about your subject and how much will stick with this "information push" approach? Here is an Option B for this more traditional method.

Last week we ran a workshop with our organization and an external partner which had as one of its aims getting to know better the two organizations and the people working there. We had our slot in the opening session to introduce the partners and we considered Option A for a moment and decided that it did not really optimise our time, nor give the sense of interactivity and co-learning that we wanted to be representative of the partnership. So instead, we decided to take the same amount of time (perhaps add 10 minutes) and run a quiz.

We asked both partners to come up with a set of questions that made the points that they wanted to come across in their introduction. From our side, we wanted to share our special network structure, our decision-making process, the global nature of our staff and partners, how many of our resolutions deal with the particular sector that this partner belonged to, etc. From their side they wanted to share some key points of their mandate, their sustainability goals, the number of years that our organization had collaborated with them on smaller activities, and more. We structured a quiz of 18 questions (multiple choice, simple fill in and Yes/No) that only a mixed team from both organizations could possibly complete. So five tables of evenly mixed teams each took the quiz.

What happened was a wonderful peer-learning exchange table by table that transferred much more information between participants than we could have ever hoped to give in a centrally run PPT presentation. And people wanted the information, they discussed it, colleagues from the same organization debated the answers, added anecdotes, and shared their insight about the two organizations. That took 20 minutes, the same amount of time as our Option A input. And it was a lot easier for us to present (we literally just handed it out and the participants did all the work.)

The most entertainment came with the "scoring" of the quiz - we went through each question at a good pace (we had the answers in advance) and for each one asked the tables or specific people for their answers. Then we had some open debate, complete with shouting from across the room and good-humoured disagreement. We had prepped one person (the key organizer) from each team to be the final authority - they could point to location of the answers (website, by-laws, mandate, etc.) Bonus points were given for extra information, more detail was added for some questions, and at the end, points were tallied (very loosely) and the winning table got the prize. Well, every table got a prize (a bag of chocolates to share) as it was hard to be very accurate with the final scores, and that was not really the point. Total time for Option B - about 40 min. Every table got almost every question correct so they learned our key points, people got to know each other much better, and to have a real experience (in a compressesd time) working together to accomplish something that neither group could do entirely alone. In this activity, everyone was the "expert" not just the presenter, and it set a great atmosphere of informality and sharing for the rest of our workshop. For the extra 10 minutes between Option A and B the return was worth it.

Saturday, November 17, 2007

Lost: Three Hours of My Time

Well, I think I am going to give up on the idea of workplace applications for Facebook. In three hours I managed to find some long lost friends, see photos of people I know in various guises, and learn a bit more about some of my "friends" hobbies (must google Rufus Wainwright, might be missing something big.) But as much as I tried, I could not see an obvious non-leisure link to this social networking tool.

If I was being generous, I could say that it would help colleagues to get to know each other better outside the office. However, my non-rigorous research showed that not too many "Friends"are also colleagues in people's lists. Maybe about 10%. I also noticed that there is still a big demographic slant, which goes without saying; the number of Friends seems to be inversely correlated with the number of other people you are doing laundry for.

So Lizzie (196 Friends) and Caroline (239 Friends), can you share your thoughts here -does your Facebook time add anything to your work? I'm not saying it should of course. I just wonder whether Facebook might be a part of our 9-to-5 someday; so far I can't imagine how I could timesheet the three hours I just spent scrutinising thumbnail photos for signs of aging and poking people.

Wednesday, November 07, 2007

We All Have a Second Life

(This post was inspired by a conversation I had a few days ago about the possibility of holding a major Congress in Second Life as opposed to F2F. There were worries that people would not be themselves and that that would affect the quality of discussions.)

We all have a Second Life. Every time we walk into the doors of our office that is effectively a completely different world than the one we just left. We look different (at least one makes a heroic 10 minute effort to look better), we do very different things, and the details of our behaviour in our workplace and the place we just left are completly up to us to expose or not.

Some people at work, as in Second Life, are perfectly happy to share at length the details of our Home Life, to plaster our office walls with photos of our families, and to personalise our spaces. Others keep these two worlds strictly apart. Some people make friends in Work Life that become friends in Home Life, and some people cultivate other kinds of friends and relationships in each. In either world, it is up to us to be accountable, and to be comfortable with our actions in both of these lives. I guess it would be as hard to be a creep in Second Life as it would be to be a creep in Work Life or Home Life (or as easy, for some people). So I guess I don't see the big deal about Second Life being a place where people can be more or less transparent about themselves, people can do that anyways.

Now if only we could teleport ourselves to international meetings, that would be great.

Tuesday, November 06, 2007

News Flash: Team has Zero In-box for One Month

In the past, doing email has never been a source of energy and delight for our team. Now it is. We use to spend hours a day sifting through hundreds of messages looking for actionable items, or scrolling down a long, complicated taxonomy of folders trying to accurately file something. Going away on a holiday or even a short work trip brought the dread of a whole day spent trying to get back on top of our email. Not anymore... Our team of four has now had a zero in-box for a month!

A zero in-box doesn't mean that you have no email at all to do, but it means that you have made a decision about every single item that has come into your in-box and moved it to its next action (Action Needed, Reply, Follow-up, Explore, Archive). We delete more, we are more careful what we send, and a few of us have adopted the five.sentenc.es promise and added it to our electronic signature. I find now that I am able to keep to five sentence responses now most of the time (I would be happy to graduate to four.sentenc.es sometime this year.)

Now we talk about email to anyone who will listen with the energy and enthusiasm of people who have mastered a new technique which we feel has increased our productivity, as well as boosted our sense of accomplishment and satisfaction. This feeling of success at the end of each day, I believe, is what keeps me on top of this new system. And the fact that I was able to learn a new way of working that has replaced an entrenched behaviour that I have had for over 10 years. I have noticed that I am getting more things done now, I certainly feel more organized and less a slave to my computer.

We plan to hold a short workshop in house in the next months to share with people what we are learning about zero-in box. How we have adapted it to our own needs, and where we still see some room for improvement and innovation (like how do you get yourself to go back to the "Explore" folder!) Productivity is satisfying and of course there are many different ways to improve this in the workplace - the Onion had another suggestion about how to do this yesterday...

Friday, November 02, 2007

Creating Physical Memories

There is certainly some significant debate about how much people remember from different training or workshop experiences. I just read a provocative blog post from Will Thalheimer refuting the various data, pyramids and cones that have helped the experiential learning community substatiate its methods for years. However, he does not necessarily refute the fact people learn differently and the more diversity in learning methods that you use, the more chance you have of creating (longer) lasting impact, or change, which is usually the objective of all learning activities.

We are starting to talk in our team about creating physical memories for people from our sessions, or at least asking the question of how we can create a physical memory. This includes how to use everything from the venue, the choreography of the sessions, the outdoors, the activities, the adrenaline rush, and more to build that physical memory. Focusing on these things does not replace the desire to help people remember the content of your session, but might provide interesting opportunities to reinforce messages and create a sense of congruence both mental and physical that might help learning stick and give them the positive feeling and enthusiasm for the subject that encourages them to take it further (or to look favourably on follow up).

One current opportunity for application has come up in our organization. We are about to create Innovation Teams to start testing some new IT and management processes and to usher in a culture change within the organization. These teams need to be able to test and learn some new tools and technologies, innovate around their adaptation to our organization and then get excited enough about them to help others learn to drive this system-wide change internally. That strikes me as a wonderful opportunity to make the meetings of these teams innovative not in name only, but to use the physical environment to help create that all over experience. If they are designed with this in mind they can give people that boost by the end of the experience that has them walking away saying "that was a great event!" and having that be not just a cerebral, but a full body comment.

Saturday, October 27, 2007

Go on a Carbon Diet: What the World Can Learn from Weight Watchers

Whatever else it is, Weight Watchers is fundamentally in the behaviour change business. It is a business that has been working for 40 years and they say they have changed the lifestyles of millions of people around the world. Now there are Weight Watchers meetings from Brazil to South Africa. And even where there are not formal meetings, there are Weight Watcher Meet-ups, like all over Mexico. This is becoming a global phenomenon all about reducing consumption and adopting a healthy lifestyle which is about more fun (activities) and less stuff (fuel).

Weight Watchers has come a long way in how it tries to get people to change their lifestyles, and how it supports them on this journey (and support is the operative word). They don't say "You need to stop consuming so much -It's really bad for you. Here are a few tips, now get on with it." They promote a programme that is individualised and incremental. But it wasn't always that way.

In the 1970s being on Weight Watchers was a hardship. There were very strictly regulated menus, few options (either on the programme or on the market), you had to weigh out everything on scales and keep strict track of sizes, portions, etc. Much of the time (although they said this should not be the case) the dieter was hungry. Dieting was equated with deprivation. It was all you could do to stick to the programme. And although the social incentive system was already in place - you got rewards for increments, group meeting were lively and supportive, there was weekly monitoring and evaluation - the effort it took to keep track of your consumption patterns would not easily translate over into a lifestyle change. To make matters worse, everyone's goal was standardised -your goal weight was calculated as though every person of the same height and gender should ultimately weigh the same thing. There was not much flexibility for the diversity (like metabolism, age, build, genetics) that exists in our human population.

Today, Weight Watchers has learned a lot about what it takes to help people make these changes more permanently, to have fun and feel good in the process, without the feeling of deprivation and hardship. The new programme is much more participant driven. There are lots of well-developed options throughout the programme (one option is a No Count option, that helps educate people to accurately estimate consumption - and it still works) and more fundamentally each person's goal is calculated individually. The support side of Weight Watchers is still excellent and has been further enhanced through various Web 2.0 social networking tools. Here are some features of Weight Watchers today that reflects their learning about what works :


  • People who are trying to reduce their consumption commit themselves to go to weekly meetings to join a community of others who are doing the same, there is a leader who gives ideas, tips and new information, and people share in conversation what they are learning in their effort to change their lifestyle. People help each other to achieve their goals. (Today there is also an online option, with vast internet interactive capabilities and communities.) Weight Watchers research shows that people who go to the meetings and interact with others are much more likely to succede than those who try to go it alone;

  • Each person has their own goal which is calculated by WW, and based on the results of a self-assessment. There is a weekly check-in and monitoring of progress to reach this goal. The goal and actual number is confidential to the member and the leader, but the rate of change is shared and celebrated, or advice given on how to do better next time;

  • Reaching the goal is not presented as something you do must achieve quickly through heroic effort. In fact, slow and steady is the recommendation, with just a small reduction per week considered to be optimal. The premise is when change is made slowly then it is more likely to stick. Once you reach it, there is another whole programme devoted to maintenance.

  • There is a culture of "You can do it" and the literature and language is all about Success Stories; the leaders are former WW participants, and everyone administering the programme is someone who has successfully gone through the experience and changed their behaviour permanently.

  • No one speaks of deprivation, as that is not thought to be motivational. And there is nothing anymore that you cannot consume; however it is about quantities, and trade-offs. If you want your chocolate cake, be prepared to make a choice about other things for the rest of the day/week. People are in control of their experience, and they still have an overall end-goal in mind, and a set amount of caloric energy that they know they can consume each week that will help them reach it. Weight Watchers insists that people consume their allowance each week, if people try to speed up the process then the feeling of deprivation might result in quitting or splurge.

Now if you thought of people's carbon diet, how would this translate? Aren't we trying to do the same thing? Help people who overconsume energy calories to reduce and maintain this? And to want to do it and potentially have some fun doing it? What can we learn from Weight Watchers? So many of our communications about reducing energy consumption is about Save the Planet, and guilt for overconsuming, and giving up luxuries that we cannot always imagine giving up. I think that messaging works for some people. At the same time there can be more than one way to engage what is an incredibly diverse global community, with different goals, aspirations, needs, motivations, abilities. Might such a programme, a Carbon Diet, be another way to help change behaviours permanently? I took a paragraph off the Weight Watchers website and adapted it - I think it just about works for me...

Who We Are- Our Philosophy

Energy Watchers has always believed that energy reduction is just one part of long-term sustainable management. A healthy body and earth results from a healthy lifestyle - which means mental, emotional and physical health. Energy Watchers does not tell you what you can or can't consume. We provide information, knowledge, tools and motivation to help you make the decisions that are right for you about energy needs and use. We help you to make healthy energy consumption decisions, and we encourage you to enjoy yourself by becoming more active.

To provide motivation, mutual support, encouragement and instruction from our leaders, Energy Watchers organizes group meetings around the world. Meetings members often become meetings leaders and receptionists, sharing the story of their personal success on our Carbon Diet with others. At Energy Watchers, carbon management is a partnership that combines our knowledge with your efforts. And trust us, your efforts will pay off! We help you on your journey by:

1) Helping you make the positive changes required to reduce energy;
2) Guiding you to make positive behavioral changes in your life;
3) Inspiring you with our belief in your power to succeed; and
4) Motivating you every step of the way.

Anyone want to join me on a Carbon Diet?

Saturday, October 13, 2007

Embedding New Ideas in the Workplace - Carbon Care and Home Work


It is not always easy to get new ideas and practice embedded into an established work environment. How can we use existing "energy" flows to promote new ideas as well, and in the process help us change the current system?

We recently had a competition with a neighbouring institution, a large international conservation NGO, to reduce our institutional carbon emissions from transportation over a week as a part of a national awareness raising campaign. Our internal Green Team did the math and calculated how much carbon we all emit from our weekly commute to work, the other organization did the same. Then for a designated week, we did everything we could to reduce this. People carpooled, they took the train or bus, they rode their bikes, they walked. We did very well, but sadly we did not win the competition this time, although we really wanted to win.

If we do it again next year I have an idea how we might win. I wrote a post a few months back on technology enhanced mobility in the workplace of the future. I think it would be a great thing to experiment with for many of the reasons that are discussed in that post, however, there seems to be no immediately compelling reason to try it out. Maybe this is one that connects the existing interest of the institution to cut carbon and to win this competition in the future, with an interest to explore new ways of working. We could test it out first with a few "Work At Home" days where everyone possible works from home, to get used to this new work modality, and then we could launch a "Work At Home Week" that would coincide with this competition. If we did that, we could explore a more flexible work environment, get our technology tools in place to support it, and win that carbon emissions competition! (unless of course someone from WWF also reads this post...)

Thursday, October 11, 2007

Can You Compare Great Speakers to Great Criminals?

About twenty minutes ago I was driving to work when out of the bushes and into the middle of the road jumped two Swiss Policemen in bullet proof vests, they practically stopped my car with their bare hands. They wanted my permit and papers NOW. My hands were shaking, and I couldn't think while I fumbled around to find my documents. Geez, I couldn't even speak and as far as I could tell I hadn't done anything wrong (I was even driving 10 km UNDER the speed limit at that point).

The night before last I was standing in Nestle's HQ in front of 25 corporate leaders there for a workshop of a network we are coordinating. For the first 5 minutes, a similar thing occurred, a blast of nerves and a random connection between my brain, speech and hands. We were prepared, everyone was there, and the environment was fantastic, no clues there.

It strikes me that good speakers and perhaps good criminals have this figured out. What kind of mind exercises can you do before you go to face great authority to avoid momentary multi-sensory collapse? It doesn't happen to me very often any more, I think my estimation of authority is changing as I get older, but when it does it is memorable and certainly something to work on.

It turned out to be a random police check (with lots of NYPD Blue drama added in), and the Nestle event smoothed out a few minutes later, but for that initial "Oh no!" send in your tips!

Tuesday, October 09, 2007

Walking Around with Nothing in Your Head: Getting Things Done

This was the goal set forth by David Allen at his seminar in London last Friday, addressing the 120 knowledge workers in the room (from IT companies, banks, company HR departments, and so on - mostly men, by the way) - how can you get all your tasks and projects out of your head and into a trusted system, and walk around with nothing in your head. He described this state as "Mind like water" (and showed us some martial arts moves to demonstrate his point) where you are able to make a perfectly appropriate response to and engagement with what is present.

Several things surprised me about the day long seminar on Getting Things Done (or GTD as the adherents call it). First was how incredibly popular it is among the private sector, especially in IT companies. I knew that David Allen was a consultant to many silicon valley enterprises, but I had no idea that Belgian companies would have GTD support staff, and software engineers worldwide were developing GTD compliant add-ons to various office packages. There are bloggers devoted to making GTD work, even Microsoft Office 2007 has functions that were designed to work with GTD organizing systems. Who would have known?

The second, related thing that surprised me was how completely absorbed the audience was. This was a full day, 8 hour seminar with a packed ballroom, and David Allen spoke for the whole time. There was very limited interactivity (he said at one point, "I don't do interactive stuff, this seminar is basically me talking to you." (only slightly paraphrased)) And the audience was rapt, the questions were incredibly detailed, "what is the average time to spend on your weekly review?" And this predominantly male, corporate British audience didn't even flinch when he stated that appropriately managing your commitments frees up attention for higher-level thinking and creativity and opens up psychic space.

The final thing that surprised me is how excited I got about this approach. I have already used it for about a year, and I learned many new ways to make it more efficient. Many of the tips and tools are very familiar, but the way to put them together, from the "runway" or day-today tasks to those which sit at the visionary "50,000 feet" level, this method aims to take in it all, organize it, and engage with it when the time is right - not all the time- so that most of the time you can walk around with absolutely nothing on your mind - open and ready for that next great idea.