Saturday, 31 January 2015

The LEAN-Leadership Jigsaw



The LEAN-Leadership Jigsaw



INTRODUCTION

Having been challenged to think about LEAN-Leadership and a LEAN-Leadership development plan I have spent a lot of time thinking and reading, and perhaps not enough time talking to my customers!

Below is a stream of thought which leads me to your door with the promise of a cup of coffee and maybe a croissant as the price I’d pay for your insights to LEAN-Leadership.

MY STEP BY STEP THINKING

Leadership is about “…doing the right things..” whereas management is about “..doing things right…” so if I’m going to focus on LEAN-Leadership it must be about vision and mission, about direction and movement rather than process.

People are a product of “The System”. You can educate and empower all you like but if they are trapped in the system, bound by process and measured by criteria, they are unlikely to change: not least because the system in these circumstances is designed to churn out consistent behaviour and consistent outputs and anything that is exceptional (good or bad) is stopped by the system.

This leads us to conclude that LEAN-Leadership is not about managing people, but designing a system that makes the job easier. In a previous blog I compared this to making a canal for water to flow from A to B (designing a system) rather than set tasks for people with buckets of water (managing a process).

LEAN-Leadership therefore becomes about tools (to able to do what-ever is necessary) as opposed to processes (which confine and restrict to a given output). Logically is it about “why” rather than “how” and bias towards thinking than doing. I remember a great phrase “..don’t just do something, sit there!..” referring to the need to think first about whether what we are about to do is really what is needed.

This leads to the final and perhaps most important point: “Who is the customer and what do they want?” There is no value in designing a LEAN-Leadership development plan if you haven’t got a clear steer from the customer about what they want!

I think that any organisation will have three customers for LEAN-Leadership

·        First, the Leadership Team who will participate in LEAN-Leadership development. What do you want to make you a better Leader?

·        Second, the Senior Management and Staff who are the “customers” or “users” of Leadership. What do they want from their Leaders?

·        Third, the customers, general public and users of the organiation. What do the consumers and users of our products and services want from the organisations Leaders?

NEXT STEPS

So rather than stay at my whiteboard (which is full of ideas) or continue reading more books and blogs (cramming my head with more ideas!) we need  to go and talk with our customers.

If you are interested in LEAN-Leadership, call me

Tim 07797762051 work-time or evening
Or email t.rogers@gov.je


ABOUT CICHANGE

ciChange is a not-for-profit forum for ideas and discussion, about all aspects of Change Management, including people, processes, teams and leadership. It is a place to share and exchange models, papers, ideas and information about change. We’ve run a number of FREE, well attended Breakfast Briefings.
ciChange is sponsored by Total Solutions Group http://www.tsgi.co/

Tim HJ Rogers
Mob 07797762051
Skype timhjrogers


Web: http://www.cichange.org/
Linked-In http://www.linkedin.com/groups/CI-Change-4301853
Twitter: www.twitter.com/cichange @cichange

Monday, 26 January 2015

Corporate Services Scrutiny Panel: Lessons in Lean

ciChange

Leading and Supporting Corporate and Individual Change - Thinking | Consultative | Driven

Corporate Services Scrutiny Panel: Lessons in Lean



On Monday, 11th April 2011 the Corporate Services Scrutiny Panel Comprehensive revived a presentation by John Seddon, author of The WHITEHALL Effect. Below are extracts from the meeting which are both interesting and relevant to Lean in Jersey. Notably there are some predictions made in 2011 which will be interesting to test now in 2015. If you’d like a full transcript please contact me.

A USEFUL CASE STUDY

In this extract John Seddon explains how an attempt to standardise and streamline tasks and managing the processes for responding to customer demand actually makes matters worse, driving up costs and delaying delivery of services right-first-time to the customer.

[this example relates to] housing repairs where, when people employ a systems method, typically they now deliver housing repair on the day and at the time the tenant wants it and this is delivered at half the original cost; so the cost of housing repairs has been halved. That is the repair costs, not the total system costs. Let me just describe a conventional housing system. What has happened in the U.K., and particularly in England, is that everybody has had to comply with designs dreamed up in Whitehall. For example, in housing repairs you would see a call centre, because the idea is that if you have a call centre it is easy to access a service. In the call centre their job is to determine which of the Government targets relate to each repair, because there are targets for emergencies, urgent and other and there are categories that relate to each of those 3 or types of repair that relate to those 3 categories. The second task in the call centre is to decide what the repair is and, to that end, they have a book called the Schedule of Rates which was introduced to control costs. In this book is every repair that can go on in a house with associated materials and the standard time. So they do their work and then they pass that docket or whatever to the supervisor to give it to the tradesmen who enter the property and you would think not much could go wrong. Systems methodology requires you to study a system from a different point of view and the first question that you ask is: “What is the purpose of this from a tenant’s point of view?” From a tenant’s point of view, they want their repair done either quickly or when they would like it done. So as part of the studying you have to measure how well we achieve that and that is where managers get their first shock. They find that the true end-to-end time to affect a repair could be months and yet we appear to be meeting all of our targets. This is because one repair from a tenant’s point of view can be a number of repairs in a target-driven system. So if you have a broken window, we achieve our emergency target by turning up and boarding it up but then we might have to do some glazing, some carpentry, some plastering and some painting. These are all separate jobs all on a 28-day target. Now, you also discover when you start studying the system that the call centre is full of what I call failure demand. Failure demand is demand caused by failure to do something or do something right; so these are people ringing up saying: “It is still broken,” or: “He has not arrived,” or: “When is he going to do the next bit?” This takes a lot longer to deal with than the work because you have got to chase around and find out and get back to people. When you get the managers out studying you have to get them out with the tradesmen to find out how often they fix the property when they enter it and, typically, you find in these conventional designs it is less than 40 per cent of the time. Then you start to understand what is going wrong with the design because you have got essentially somebody who does not understand the plumbing talking to somebody in the call centre who does not understand the plumbing who creates a job ticket for somebody who does. This is why you find that most of the time the tradesmen come out of the property saying: “You sent me in to do a 72 in the Schedule of Rates but it was an 83. Therefore, I have got to visit twice. I have got to get other materials and so on.” So now you start to understand how much things are going wrong and how the current measures that you had that told you you were doing quite well are misleading.

There are perhaps some ideas that we should consider in Jersey and our approach to property and facilities management. We should perhaps start as John suggests with looking at the customer need, rather than the existing roles, responsibilities, stock and processes. He makes the point of differentiating between “what we provide” from “what they want”. The challenge is to employ Lean thinking to delivering outputs and outcomes that that the customer values.

I know I am guilty of this, as a project manager I generate much more paperwork in the execution of a project than the sponsor or customer actually “wants”. Frankly most customers and sponsors seldom read all the project paperwork unless something goes wrong. In those circumstances the paperwork is for defensive purposes rather than something that the customer values and is willing to pay for. In simple terms they want a Widget, on-time, on-budget and to-specification and generally aren’t enthusiastic about paying £750/day for lots of paperwork.

ANOTHER CASE STUDY

In this extract John Seddon explains housing allocations in Great Yarmouth. This is topical and useful because it again highlights the difference between “what we provide” and “what the customer needs” and some of the problems trying to fit their requirements into our systems. Seddon argues of course that we should tailor our systems to their requirements.

This is housing allocations and you would assume, would you not, that all of the people on your housing waiting list probably need a house? It is not the case. In Great Yarmouth what happened was that they started studying their work and someone said: “Well, what do we know about the people on the database?” Of course, the answer was: “Well, they filled in a form.” When you look at the form you find on the form they have answered all the questions we were interested in but we really do not know anything about them. So what they did in Great Yarmouth is they have started going out to meet everybody on their database and it was most instructive. What they learned was that there is only 15 per cent of the people on that housing register in need of a house. There were about 35 per cent of the people that they were meeting and also on that database who had a problem, but it was not a problem that required a new house. It was a housing-related problem. It might be something like: “Well, I am a keen gardener. I have got very old. I really cannot look after my garden any more. Maybe I should move to a bungalow.” Whereas the right solution is: “Get someone else to do the garden and stay where you are,” if that makes sense. They were those sorts of problems. There were 50 per cent of the people on the database who would never get a house in a month of Sundays and had no need. I think your question was: “How would you scope?” I would not. What they now do in Great Yarmouth is they house the 15 per cent, they solve the problems for the 35 per cent ... well, they help them solve their problems in the community so they get a sense of taking responsibility for themselves, and they tell the other 50 per cent that there is no point in being on the waiting list as they will never get a house, which is interesting because you find that people are very happy to walk away knowing where they stand rather than walk away having filled in a form and getting a letter every 6 months saying: “Do you want to stay on the database,” which is just an absurd waste of administrative resource.

There are perhaps some ideas that we should consider in Jersey about the way we log, rank, and monitor projects or other task/job allocation systems. This is a concern to me because it suggests that perhaps we abandon formulaic approaches to project and programme management and instead become facilitators for change.

Instead of managing a database (of housing requests, or project requirements) we sit with the customer and explore how we can help them. Meetings with the customer are often in stark contrast with the project meetings that often include all the gurus and none of the customers. Indeed I’ve seen “project status reports” that don’t even mention the customer or sponsor, let alone get shared with them!

HOW SHOULD WE WORK DIFFERENTLY

I *think* we do need to maintain a database (of housing requests, or project requirements) but maybe that’s because I am a programmer and project manager and old habit die hard. However I am willing to concede that we don’t talk to the customer enough. We make lots of technical decisions for and on behalf of the customer, but too often in their absence and with them ignorant of the implications. Maybe a key question to ask, repeatedly, is “Is that what the customer really wants” and the key action is to check!






ciCHANGE FEEDBACK

Please share your thoughts either directly by email or via Social Media
Facebook http://www.facebook.com/ciChange
Twitter @ciChange https://twitter.com/CIChange
Linked-In http://www.linkedin.com/groups/CI-Change-4301853

ciChange is sponsored by Total Solutions Group http://www.tsgi.co

THE AUTHOR

Tim Rogers is an experienced Project and Change Leader. He is founder of www.ciChange.org and curator for www.TEDxStHelier.Com . He is Programme Manager for the commercialization of Jersey Harbours and Jersey Airport, and prevously Operations Change and Sales Support for RBSI/NatWest, and Project Manager for the Incorporation of Jersey Post. He is also Commonwealth Triathlete and World Championships Rower with a passion for teaching and learning and is a Tutor/Mentor on the Chartered Management Institute courses. He is a Chartered Member of the British Computer Society, has an MBA (Management Consultancy) and is both a PRINCE2 and Change Management Practitioner.

Email: TimHJRogers@AdaptConsultingGroup.com
Mob: 07797762051 | Twitter @timhjrogers | Skype timhjrogers 

Sunday, 25 January 2015

What is Lean leadership?

ciChange

Leading and Supporting Corporate and Individual Change - Thinking | Consultative | Driven
What is Lean leadership?

What follows is a trail of thought rather than a neat article with a tidy ending. If however you can contribute a fitting summary, conclusion and recommendations I would be very pleased to hear from you.

BACKGROUND

I have long believed you should really understand something before you try and solve a problem. As a young man this meant learning the basics of accounting and fund management before writing fund management software. Later in life this led me to all sorts of academic and hands-on study to get to grips with the problems and tools I was trying to master as a manager, consultant or project and change leader.

Given my logical background I have an affinity for Six-Sigma, Lean, Business Excellence and a head full of other models that help me understand the world in formulaic ways that makes it easier to leap to conclusions. Ironically however this lazy reference to a model is often the source of the problem since in-so-doing I (and others) make the mistake of not doing the basics of sitting with the customer.

In my programming days I would sit with the Partners who would guide me through their requirements and long before I understood either PRINCE, Agile or Prototyping I was delivering incremental solutions on a daily basis to meet the challenges set by my bosses.

THE FAILINGS OF LEAN

I have recently read and raved about The WHITEHALL Effect and of late almost every blog or tweet has made reference to this because I have huge experience of the problems that John Seddon describes so well.

The book makes the point that there is too much emphasis on process (how we manage the people) and not enough on service (what the customer wants) to the extent that systems used to measure and manage people often compromise the outputs and outcomes (for the customer) that they were designed to deliver.

There is no doubt that the lean concept of eliminating waste is good, but what must be remembered is that everything that the customer doesn’t value is waste! That means the charts that talk about productivity, and the metrics which measure performance, all of that stuff is waste (if it isn’t actually something that the customer is prepared to pay for).

If you are buying a widget then as a customer there are lots of things that you may care about but the performance review and appraisal of the guy in the IT Dept probably isn’t something which would motivate you to spend $10 extra on the widget.

Therefore time, money and effort improving that appraisal process may make it more efficient and effective but it isn’t Lean if it isn’t delivering value to the customer. Doing the wrong things better may look slick but it’s pretty pointless. A key observation of Seddon and my own experience is that too often we dedicate time to change things which are not fundamentally important to the customer, or measure things that are easy (how many calls) rather than valuable.

THE BENEFIT OF LEAN

The flip side of this is that Lean can be beneficial in stripping back to focus on what is fundamentally important to the customer providing you give up all the models , guides and recipes (which can distract or deceive you) and actually check with the customer.

Lean Canvas and Lean Start-Up are the next two books that I have read and provide a refreshing advocacy of Lean, whilst at the same time acknowledging the dangers highlighted by Seddon.

So I find myself poised again to revisit “Work-Out” (pioneered by GE and used by me at RBSI) and the tried and tested (and now tarnished) 5S and 8-Wastes. But this time instead of looking at process improvement my starting point won’t be a whiteboard nor post-it pads, but careful observation of what the customer wants (and values!)

Lean Canvas and Lean Start-Up are highly recommended because Eric Ries makes an excellent point and provides great support and guidance to the thinking that lots of work doing stuff that the customer isn’t prepare to pay for is generally what causes start-ups to run out of time, resource, money, patience and goodwill.

LEAN LEADERSHIP

I have been "Drinking the Kool-Aid" of Lean, but there is a fundamental problem if you cannot convince the leadership which may be old, traditional and rather in love with their charts, graphs and metrics that support their lifetime of command and control experiences.

If you work for an organisation that have 100+ projects on-the-go and lots of complex and clever spreadsheets providing an abundance of pretty charts in Executive Board Packs it’s going to be hard to get them to abandon this and think like a Lean Start-Up Entrepreneur.

Yet I believe this is what is necessary to overcome the bureaucracy that is killing the delivery of service, right-first-time to the customer. I’m not advocating the abandonment of sensible controls to help manage the key parameters of on-time, on-budget, to-specification but I am challenging exactly how much bureaucracy is actually needed and what thinking has gone into the outputs and outcomes.

Eric Ries makes the excellent point that there is no value in delivery on-time, on-budget, to-specification if it isn’t what the customer values. He cites many examples of businesses that have worked incredibly hard to deliver a wonderful solution to something that the customer doesn’t regard as a problem worth solving.

So the challenge of delivering Lean Leadership is not about tools or processes (although Eric Ries gives some great tools to “manage” the process of being entrepreneur) but instead it is fundamentally about understanding. And it isn’t about understanding and managing the productivity (for which we have tools like 5S and 8-Wastes) but about understanding and managing the purpose.

I believe that when you get to the basics of delivery of service, right-first-time to the customer, based on a deep understanding of the customer your work-load will go down and your success will improve.

My next challenge is to work out how to do that!

LINKS
http://www.triarchypress.net/the-whitehall-effect.html
http://leanstack.com/
http://theleanstartup.com/
http://en.wikipedia.org/wiki/Drinking_the_Kool-Aid





ciCHANGE FEEDBACK

Please share your thoughts either directly by email or via Social Media
Facebook http://www.facebook.com/ciChange
Twitter @ciChange https://twitter.com/CIChange
Linked-In http://www.linkedin.com/groups/CI-Change-4301853

ciChange is sponsored by Total Solutions Group http://www.tsgi.co

THE AUTHOR

Tim Rogers is an experienced Project and Change Leader. He is founder of www.ciChange.org and curator for www.TEDxStHelier.Com . He is Programme Manager for the commercialization of Jersey Harbours and Jersey Airport, and prevously Operations Change and Sales Support for RBSI/NatWest, and Project Manager for the Incorporation of Jersey Post. He is also Commonwealth Triathlete and World Championships Rower with a passion for teaching and learning and is a Tutor/Mentor on the Chartered Management Institute courses. He is a Chartered Member of the British Computer Society, has an MBA (Management Consultancy) and is both a PRINCE2 and Change Management Practitioner.

Email: TimHJRogers@AdaptConsultingGroup.com
Mob: 07797762051 | Twitter @timhjrogers | Skype timhjrogers 

Saturday, 24 January 2015

Next ciChange Event: Health Reform & Technology



Next ciChange Event: Health Reform & Technology

There are 3 ideas for our next event. I welcome your comment and contribution (feedback and ideas to timhjrogers@cichange.org)

 

Option 1 – Breakfast Briefing


Theme: Health Reform & Technology
Format: A breakfast briefing 7:45 to 9:15am (venue to be agreed)
Sponsors: Jersey Business, Digital Jersey, Total Solutions Group

Speakers:
CEO of Barts & London hospital, ex head of health BT
Samsung Head of Health
John Seddon (or more likely his Public Sector Health Rep)
           
Audience: 100 guests of Jersey Business, Digital Jersey, Total Solutions Group
To include invitations to Minister for Health and key industry people: Helen O’Shea; Nigel Minihane; Jonathan Williams;

Organisation
Sponsors to fund flights and accommodation, as well as venue and refreshments. Especially invited guests will get the opportunity to stay beyond 9:15am for a further discussion / workshop about the industry, developments and opportunities.

Promotion:
Once agreed, we’ll use Twitter + Blogs to lay a bread-crumb trail of comments leading up to the event. The sponsors will each get to invite up to 30 guests. ciChange will manage the invitation list to avoid duplications.

Option 2 – Morning Workshop


Theme: Public Sector Reform & Technology (using Health as a case study)
Format: A morning workshop / forum 9:00am till 12-noon (venue to be agreed)
Sponsors: Jersey Business, Digital Jersey, Total Solutions Group

Speakers:
CEO of Barts & London hospital, ex head of health BT
Samsung Head of Health
John Seddon (or more likely his Public Sector Health Rep)
Local Industry Representatives
           
Audience: 50-60 invited guests of Jersey Business, Digital Jersey, Total Solutions Group and Minister for Health and key industry people: Helen O’Shea; Nigel Minihane; Jonathan Williams;

Organisation
We would work with the key industry people to agree the themes and agenda for the day so that it is specifically targeted to address the “hot topics” that are relevant to Jersey and our invited audience.  Sponsors to fund flights and accommodation, as well as venue and refreshments.

Promotion:
Once agreed, key industry people to use Twitter + Blogs to lay a bread-crumb trail of comments leading up to the event. The key industry people choose the invited guests.

Option 3 – Reform Seminar


Theme: Public Sector Reform & Technology
Format: An afternoon seminar + expert panel (venue to be agreed)
Sponsors: Jersey Business, Digital Jersey, Total Solutions Group

Speakers:
CEO of Barts & London hospital, ex head of health BT
Samsung Head of Health
John Seddon (or more likely his Public Sector Health Rep)
Public Sector Reform Representatives
           
Audience: 50-60 invited guests of Jersey Business, Digital Jersey, Total Solutions Group
(Not focussed on Health specifically, but generally about Change, Reform & Technology)

Organisation
We would work with Jersey Business, Digital Jersey, Total Solutions Group and specifically with the people responsible for e-Government, Government Modernisation and Public Sector Reform about the “key challenges” that are relevant to Jersey and our invited audience.  Sponsors to fund flights and accommodation, as well as venue and refreshments.

Promotion:
Once agreed, key industry people to use Twitter + Blogs to lay a bread-crumb trail of comments leading up to the event.

Tim HJ Rogers
Mob 07797762051
Skype timhjrogers

ciChange is a not-for-profit forum for ideas and discussion, about all aspects of Change Management, including people, processes, teams and leadership. It is a place to share and exchange models, papers, ideas and information about change. We’ve run a number of FREE, well attended Breakfast Briefings.

ciChange is sponsored by Total Solutions Group http://www.tsgi.co/


Thursday, 22 January 2015

The difference between lean and systems thinking



The difference between lean and systems thinking
from the Vanguard Newsletter by John Seddon

I was asked by someone from a local authority: what is the difference between ‘lean’ and ‘systems thinking? Having been on about it for years I was a bit surprised, but then I thought why should I be? Why should everyone know? So here, for others who have not read all the stuff on lean versus systems thinking, is what I wrote, maybe the simplest explanation:

“‘Lean’ was the word coined by Womack, Roos and Jones (in The Machine that Changed the World, 1990) to describe the Toyota Production System (TPS). The book brought the extraordinary achievements of the TPS to prominence. This led to the general assumption that if we apply the tools created in the TPS we will improve as it did. So the market for ‘lean’ grew.

But are you in the business of making cars at the rate of customer demand? Why should these tools be universal?

The TPS tools were developed to solve the problems they faced in developing a system to produce cars at the rate of demand. Do you have the same problems?

How did Taiichi Ohno (the man who created the TPS) teach people? Did he give them tools to solve problems they thought they had (as the lean tool-heads do?). No, he taught managers to study their work as a system, his favourite work was ‘understanding’. That’s what Systems Thinking does, it starts with studying. It leads to astonishing improvement. My current favourite: Portsmouth and their suppliers deliver repairs on the day and the time tenants want them, and they do so at half the repair cost. Just like the TPS, an economic benchmark.

Now for the tricky bit. ‘Lean as tools and projects’ appeals to managers. Managers think they know what their problems are and they think tools training and projects will be useful. Managers like the idea (promoted by the lean tool-heads) that services should be standardised (big mistake). If they do get improvement it is marginal, often they end up worse but they don’t know because they are still measuring the wrong things (lean tool-heads don’t question targets or activity measures for example, indeed they don’t question management philosophy).

My work has been the development of the Vanguard Method. It is a method that helps managers study service organisations as systems. On the basis of the knowledge gained, the system is re-designed; changing everything, roles, measures, procedures etc. The first step is leaders becoming curious about changing the way they think about the design and management of their services, for applying the method will change their thinking and hence the way everything is done.”

Jargon Buster:
"Genchi Genbutsu" Interpreted by Toyota to mean, "going to the place to see the actual situation for understanding. Go-Look-See".

Sunday, 11 January 2015

Q: Why should anyone be led by you? A: I’m a more marketable as a spokesperson

ciChange

Leading and Supporting Corporate and Individual Change - Thinking | Consultative | Driven
Q: Why should anyone be led by you? A: I’m a more marketable as a spokesperson.

I am reading the book Why should anyone be led by you? By Rob Goffee and Gareth Jones, as part of my work in a team looking at Leadership. I have previously blogged Why would anyone want to be a leader? (see link below) I put forward the proposition that being a facilitator, road builder or architect is a less egotistical and possibly more useful role for delivering corporate and individual goals.

http://projectspeoplechange.blogspot.com/2014/12/why-should-anyone-aspire-to-be-leader.html

The book notes leaders and their positive and quirky traits with the suggestion that showing weakness and fallibility demonstrate people’s humanity and thus make them more likeable, acceptable, even lovable and therefore better leaders. This may be true, it is axiomatic that we follow people we identify with or like.

However there is no evidence of the correlation between being quirky and being a leader. Indeed the authors chronicle people who have failed to succeed in leadership (pages 110 to 130) leaving the reader feeling that the authors theories and interventions clearly did not work for the people they were mentoring.

If you aspire to be a leader the most important attribute are not quirky traits or even humanity it is passion for a purpose. That makes you a leader. The thing that makes you a successful leader is having followers, so the purpose for which you have passion must be shared. The best means of achieving that is twofold push your message out and pull your followers in. This is done by communication, casting your net and pulling in. It is achieved complex blend of oratory, personality, branding, image, behaviour all the things that your followers would aspire to mimic.

The above proposition also suggests you can be a leader simply for having passion for a purpose. Having leadership potential doesn’t require followers. Having followers is a consequence of your passions and theirs align either by happy coincidence or clever manipulation. This is the basis of contingent or situational leadership, typically where the circumstances contrive to elevate someone into a leadership role solely for the purpose of satisfying the followers need. The need to be heard, the need to be loved, the need to be defended.

I would suggest that Churchill was such a leader, a man without many followers until the time when circumstance aligned his views with those of the country. I could stick my neck out and suggest Nigel Farage is just such a leader. This type of leadership is effectively an elected spokesperson for a group and their tenure lasts only as long as they are a credible and useful spokesperson. Thereafter they are dropped, voted out, removed, fired.

This is a challenge to the conventional view of leadership as a top-down architect of change, who has both command and control over the masses. That is not to say that such leadership is a hostage to the environment.

A useful analogy would be a ship sailing on the tide. A good leader will be able to steer the ship in many directions taking account of the wind and the current, but make no mistake it is the wind and the current which are the prevailing forces, the leader has no power to push directly against wind and tide.

In this context quirky traits or even humanity are not what makes a leader, they are novelties which may catch the eye and influence the populous selection of a leader. It’s nothing more than a wrapper or badge which helps the lazy distinguish their guy from any other with similar views. There are a million Nigel Farage out there, but the quirky guy with a pint in his hand is as good as any, and easy to remember.

In answer to the question Why should anyone be led by you?, don’t reply because I’m quirky and interesting. Reply, this is what I believe in, with all my heart and if you do to then we should work together. If in that arrangement one of us is more “marketable” then they should be the Leader and the others followers.

You don’t have to look far to see that type of pact, The Blair/Brown was just such an arrangement.





ciCHANGE FEEDBACK

Please share your thoughts either directly by email or via Social Media
Facebook http://www.facebook.com/ciChange
Twitter @ciChange https://twitter.com/CIChange
Linked-In http://www.linkedin.com/groups/CI-Change-4301853

ciChange is sponsored by Total Solutions Group http://www.tsgi.co

THE AUTHOR

Tim Rogers is an experienced Project and Change Leader. He is founder of www.ciChange.org and curator for www.TEDxStHelier.Com . He is Programme Manager for the commercialization of Jersey Harbours and Jersey Airport, and prevously Operations Change and Sales Support for RBSI/NatWest, and Project Manager for the Incorporation of Jersey Post. He is also Commonwealth Triathlete and World Championships Rower with a passion for teaching and learning and is a Tutor/Mentor on the Chartered Management Institute courses. He is a Chartered Member of the British Computer Society, has an MBA (Management Consultancy) and is both a PRINCE2 and Change Management Practitioner.

Email: TimHJRogers@AdaptConsultingGroup.com
Mob: 07797762051 | Twitter @timhjrogers | Skype timhjrogers

Saturday, 10 January 2015

Some thoughts on communication and consultation



Every project or change programme you might ever come across talks about the importance of communication and consultation. Every business or community Leader will talk of the importance of clear messages, which are understood and supported. All this is simple, obvious and easy to do, but so few people do this stuff well.

These are my thoughts….

CONTEXT

I have been the programme manager for the Incorporation of Jersey Post and Ports of Jersey. Both are large scale and complex change management projects which where reliant upon great communications and each had at the helm an inspirational CEO. I learned a lot from these people.

I also have an MBA (Management Consultancy) and as a Project and Programme Manager have been hired on various occasions to undertake a “project rescue”. Very often the core problem has been to do with communication and consultation. Very rarely has it been a technical or project issue. Indeed most projects fail due to people and politics and that failure is often as a result of failures in understanding, commitment and momentum.

As well as being PRINCE2 qualified I am also an APMG qualified “Change Practitioner” and my experience is that the latter is a more useful to successful projects than the former since PRINCE2 is about outputs and process (the mechanics of getting things done – doing things right) whereas the latter is about outcomes and behaviours (purpose and passion – doing the right things)

This blog on communication and consultation will touch on both the outputs and process (hard factors) as well as the outcomes and behaviours (soft factors).

Having established that I have some experience in this area, I should be equally quick to say that some of what I have learned is by past error or mistake and there is no one-solution that will work. As Oscar Wilde once put it “Experience is the word people use to describe their mistakes!” My time served as a project and change manager gives me an opinion, it doesn’t mean that it’s right.

HAVING A STRUCTURE

When I initially drafted this blog it was a collection of thoughts and ideas with some useful references to many of the concepts, models and theories I’ve picked up from various books, some inspiring people and the trials of personal experience. Ironically for a blog about communication and consultation it was a complex mess of ideas which were difficult to navigate, so after a re-write by first suggestion for any plans towards communication and consultation is to have a structure!

THE BASICS

I won’t go into great detail about every idea but instead assume you, the reader, knows what I am talking about and provide a source/reference for further reading if the concept is new to you.

I’ll start with a very simple concept: Plan, Do, Check, Act. It’s a great way to structure anything!

Deming and PDCA Source:
http://www.mindtools.com/pages/article/newPPM_89.htm

From here I expanded upon my key themes as follows:

1.Planning: You first need to think about needs; both the business/organisational needs as well as the personal and political needs of the stakeholders. Adair got this right when he talked about the need to align task, people and business as part of action centred leadership.

John Adair Source:
http://www.learn-to-be-a-leader.com/john-adair.html

2.Doing: Once you have a plan you can progress the discussion, necessary decisions and pursuit of consensus which form the essential part of your communication plan.

3.Check: When you have the basics covered, then you have something which is sufficient to consult upon. The process of consultation is to check, and thereafter to review and revise as necessary.

4.Act: Clearly having completed this process the business/organisational should now ready to act. Whether that is to start, launch, lodge, begin it should be possible to commence with confidence that you have both direction and momentum to progress and meet the challenges ahead.

Hold these thoughts, we will come back to them later.

COMMUNICATION PLAN

I am a fan of Edward de Bono’s 6 Hat Thinking and agree with the idea of separating facts from feelings and managing both. I talked above about the need to consider the outputs and process (hard factors) as well as the outcomes and behaviours (soft factors). Managing one without the other is doomed to failure; so there must be at least three components to a Communications Plan: Content (what is discussed – hard factors); Style (how it is discussed – soft factors); Management (organising all this).

Edward de Bono’s 6 Hat Thinking Source:
http://www.debonogroup.com/six_thinking_hats.php

It is important to address both facts and feelings because if you don’t you’ll be faced with feelings dressed-up as facts which you simply won’t understand if you try to examine them logically.

For example, if I feel my motives or identity is being threatened rather than admit my feelings I might instead come up with some spurious facts in an effort to win a logical argument. I see this often in the boardroom where people contrive to find reasons to stop something simply because they feel it is wrong.

Separating facts and feelings means that you can seek to find solutions for each, rather than the more difficult task of finding one solution that satisfies both.

COMMUNICATION STYLE

It should be obvious that the style and content of communication will affect each-other. Something said in a light-hearted style in a pub, with your friends may engender a different response to the same message shouted in the office by your boss. The content may be the same, but the style, context and setting give a wholly different “meaning” to the recipient.

When the brain processes information (using Reticular Activating System) the subconscious is constantly checking three things: 1) what is happening here 2) how am I being treated 3) what will happen next.

Reticular Activating System Source:
http://www.successwithkirk.net/blog/how-to-utilize-our-reticular-activating-system-for-goals-setting

Another useful reference is Transactional Analysis. A gross simplification, but useful for my purpose is that if you set yourself up as a teacher/preacher and speak to your audience as a student/child you are going to get a very different response to if you converse equally as adults. Every parent of teenage children is familiar with the battle when you treat your offspring as a child but they see themselves as an equal (an adult).

Dialogue is a bit like a dance and knowing what role you and your partner are performing are as essential to constructive dialogue as to well-choreographed dance.

Transactional Analysis Source:
http://en.wikipedia.org/wiki/I%27m_OK,_You%27re_OK

The response and behaviour that results from your communication is dependent upon the other person’s past and present experiences, bias, hopes and fears of the audience which influence how they categorise the content (what is said) and style (who says it, or how it is said) of the message.

This pattern searching, checking against past experience and prediction is central to all human experience and the basis of either confidence or cynicism. The phase “I will believe it when I see it” is actually wrong because in truth the brain is looking for patters to confirm existing beliefs and experiences: it therefore looks to see and confirm or corroborate their in-built experiences, bias, hopes and fears.

OK so at a simple level it’s obvious that “…It ain’t what you do but the way that you do it, that’s want gets results…” but the science of communication, negotiation, persuasion, hypnosis, and cognitive change closely resembles magic.

I’ll expand further in the section below called Neuro-linguistic programming.

NEURO-LINGUISTIC PROGRAMMING

NLP enables better awareness and control of oneself, better appreciation of the other person's feelings and behavioural style, which in turn enables better empathy and cooperation.

Neuro-linguistic programming Source:
http://www.businessballs.com/nlpneuro-linguisticprogramming.htm

I’ll only briefly touch on this suffice to say that rapport is the single most important thing to building trust. Trust is the most important pre-condition to being listened to. Being understood it the most important factor to being liked and followed. These are the essential components of Leadership and communication.

Graham Daldry, Creative Director at Specsavers, said at a conference: “…to market a product or message you first must have the audiences’ attention and something that is engaging [entertaining] is more likely to succeed at getting their attention… than simply preaching…”

Ironically I am not a great communicator, but I know this. So using the knowledge above I use different people, and different methods to get my message across because I know some people respond better to one approach and others to a different approach. This does not mean they get different messages – that would be incongruous and potentially disingenuous – it is instead more like speaking Spanish to the Spaniard, German to the German and French to the Frenchman. In a business context it might be talking about People to the HR Team, Sales and Revenue to the Marketing Dept. and Profit and Loss to the Finance Team.

If you simply shout German at all of them they are unlikely to obey orders!

COMMUNICATION CONTENT

From the above it should be obvious that a lot of factors need to be considered when planning the content of the communication. The old adage “Know your audience” is key and addressing their hopes or fears (‘What’s in it for me’) should direct your choice of content.

WIIFM Source:
http://en.wikipedia.org/wiki/WIIFM

Remembering your audience “hot buttons”, past and present experiences, bias, hopes and fears should be factored into what you plan to say, and who says it. The result is that you may be better to have five meetings to cover five topics than try to do everything and satisfy everyone in one meeting.

Hot Buttons Source:
http://www.urbandictionary.com/define.php?term=Hot+button

For my projects I often maintain lengthy lists of key people, and a note of their “hot buttons”, past and present experiences, bias, hopes and fears so that I am always conscious of who thinks what, who influences who, and which are the people who will 1) resist it happening 2) let it happen 3) make it happen. This will always inform the meeting choices including attendance, agenda, venue, timing as well as supporting reports, and subsequent minutes or actions.

I will also note the preferred communication and learning styles of key people. Who likes facts and figures in a report and who prefers a visual presentation. Which people like email and which prefer a phone call.

Understanding something about MBTI (Myers Briggs) and DISC can be helpful. The former is about how people perceive the world and make decisions and the latter is about a person's behavioral style or personality traits. Knowing these helps when planning who should attend which meetings and how the information should be presented.

For example some people like “details” others only the “big picture” some will worry about the “task” and others about the “people”. As suggested above the result is that you may be better to have five meetings than try to do everything and satisfy everyone in one meeting.

To be clear, you may have five meetings but you need to be consistent in your message. Five meetings means saying the same thing five different ways. It does not mean saying five different things which contradict each-other or undermine your consistent, transparent integrity.

People will very quickly spot inconsistencies between messages or divergence between what you say and what you do. Mahatma Gandhi said “Happiness is when what you think, what you say, and what you do are in harmony.”

MBTI and DISC Source:
http://www.discoveryreport.com/DISC-and-MBTI-Myers-Briggs-Type-Indicator.html

Change and incongruity
http://www.cios.org/encyclopedia/persuasion/Ccongruity_theory_4strengths.htm

COMMUNICATION MANAGEMENT

You can be confident that unless it is really simple and really short 10 people will all have a different recollection of what was said at a meeting. Poor management of attendance, agenda, venue, timing as well as supporting reports, and subsequent minutes or actions is like navigation without a compass or map and you are bound to keep going around in circles.

Even the best orators, like Churchill, plan what they are going to say and are very careful about the orchestration of the words, timing, tone. They are also good at supporting the messages with briefings, press releases, posters and use of as many channels as possible to reinforce their message rather than risk it becoming diluted, mis-represented or mis-understood.

Marketing, advertising, and campaign management are increasingly based on science, and seldom left to chance. For my projects I often maintain lengthy lists of who will say what, to whom, when, and how. I am clear on which messages will be said by email, which will be said face-to-face, which are done behind the scenes and which in full media glare and every variation of these for every stakeholder and every communication channel. This is discussed further in the section below.

My advice is always to manage the agenda, rather than let it manage you. However my caution is that sometimes, doing nothing, or just waiting, is the best thing to do. Don’t be baited into a hasty response when a little reflection may serve you better.

CONSULTATION PLAN

My view is that the purpose of consultation is to “check” the issues/problems and proposals/solutions and therefore should only start after the necessary dialogue to agree what should be in the consultation.

Prior to “going public” with a consultation, you should have completed all the pre- consultation work including necessary meetings and briefings which should precede a media launch and public engagement. Some of my larger projects have involved a huge commitment to meetings and briefings, with Q&A sessions, bulletins, briefing papers, newsletters, one-to-one sessions, team meetings, focus groups etc.

Key stakeholders should not be “surprised” by a public consultation and if questioned about the issues/problems and proposals/solutions should be able to clearly articulate what has been agreed and the process leading to “going public”.

If a key stakeholder says “I know nothing about this” then you’ve failed to manage the agenda! That doesn’t mean everyone must agree with you before you start public consultation, but it does mean that you should agree about what you disagree! So a key stakeholder might say “I know about this, and I have been consulted, and I think …..” If someone disagrees that’s OK – it’s part of the democratic process – but if someone hasn’t been listened to or feels cheated then rather than disagree they are more likely to sabotage.

As well as “going public” with your Report, Plans or Proposals you should also seek to market the consultation much as you might a new product or service. You have an idea and you are looking for support or comment. This is no different to selling a product or standing for election and requires the same type of thinking and planning.

Some of my larger projects have involved setting up a “road show” of meetings, banners, signs and slogans. During Jersey Post’s change programme everyone got cards with the vision and values printed on them, and wore slogan T-shirts as part of “team building” identity, very much along the lines discussed above in the section about marketing, advertising, and campaign management. The consultation became an “event” following Graham Daldry’s concept: that to inform you must first engage and to engage you must first entertain.

CONSULTATION OUTCOME

As noted at the beginning, the process of consultation is to check, and thereafter to review and revise as necessary. The consultation “vote” may be YES or NO, it may require you to review and revise. What it must do is record both support and dissent and what you propose to do as a result. Do not hide dissent, but address it.

It is useful to recognise dissent as the first step beyond denial and is a good sigh that you are making progress along the “change curve” steps: deny, defend, discuss, agree, adapt and adopt.

Kubrlar Ross Change Curve Source:
https://www.exeter.ac.uk/media/universityofexeter/humanresources/documents/learningdevelopment/the_change_curve.pdf

HOW NOT TO CONSULT

I have recently witnessed a vision for a community project spectacularly back-fire when over 4000 people said “NO!” I drafted this Blog about 6 weeks before the project was finally pulled by the Minister for a re-think. The comments below were not written in hindsight, but shared with a number of people involved in the project.

Source:
http://jerseyeveningpost.com/news/2014/12/31/port-galots-developers-told-to-to-re-think-plans/

How did this go so badly wrong, for what looked like an easy win? On the face of it a charitable project for the local community which should benefit everyone involved shouldn’t win the record for the most number of complaints ever!

Let’s look at two approaches…

Approach A - creating consensus for proposals
1.      Get all the stakeholders together and agree a common purpose, aims and objectives
2.      Go through the forming, storming and norming process of creating a functional team
3.      Start then to develop the necessary communication, compromise and consensus to get to a plan
4.      Start to write the plan, drawings, assurances etc.
5.      Embark on a 12 week consultation process and take feedback
6.      Use the feedback to review, revise, update the plan, drawings, assurances etc.
7.      Then progress planning permission (with everyone on-board)

Approach B - managing challenges to proposals
1.      Devise a set of plans and tell people you’re going to progress a planning application
2.      Give everyone the impression that thus is a “done deal” and then invite their comments
3.      Manage the panic and confusion as everyone run’s round with their “hair on fire” because their needs are not met in the plans and they now have a looming deadline.
4.      Have to then become reactive to feedback, and revise plans (at considerable expense) following each meeting with a separate stakeholder group.
5.      Manage this in the full media glare, because you have already lodged the planning application and forced the dialogue into the public domain

You may have a personal experience or view on the Port Galots saga, and may be very passionate about the issues, but briefly setting that aside which approach do you think had the better chance of success?
Did the last project, change or communication you were part of start with an open dialogue or a ready-made plan being “sold” to the audience? Did your last experience look like Approach A or Approach B?

WIN FRIENDS AND INFLUENCE PEOPLE

In his famous book Dale Carnegie suggested Twelve Ways to Win People to Your Way of Thinking

1.      The only way to get the best of an argument is to avoid it.
2.      Show respect for the other person's opinions. Never say "You're Wrong."
3.      If you're wrong, admit it quickly and emphatically.
4.      Begin in a friendly way.
5.      Start with questions to which the other person will answer yes.
6.      Let the other person do a great deal of the talking.
7.      Let the other person feel the idea is his or hers.
8.      Try honestly to see things from the other person's point of view.
9.      Be sympathetic with the other person's ideas and desires.
10.  Appeal to the nobler motives.
11.  Dramatize your ideas.
12.  Throw down a challenge.

Source:
http://en.wikipedia.org/wiki/Dale_Carnegie

The secret to being a successful leader if to have followers. You’ll only have followers if you are prepared to listen to them and help them achieve THEIR goals, rather than preach to them about YOUR goals.

THE DIFFERENCE BETWEEN ARGUMENT AND DIALOGUE

Argument is generally fuelled by passion, emotion and with a lot of heat. Dialogue is rather more calm, calculated, thoughtful. The former is often people shouting at each-other whereas the latter is often people listening to each-other. I would suggest the former will be a win/lose battle, whereas the latter has more chance of compromise, consensus, collaboration and community toward a win/win outcome.

What are the tell-tale signs of argument versus dialogue? Few people would wish to have their argument put in writing for fear that upon scrutiny the rhetoric will look impassioned but unreasonable. Think about what a bully might say, and how they might feel if their racism, sexism, ageism or other irrational bias is put on display. There are plenty of people shamed by their comments on facebook, twitter, phone calls or emails.

Whereas dialogue will generally have more logic and empathy when written, and is likely to be more considered and persuasive. So I’ll very often look at whether a meeting has a report, agenda, minutes, notes or follow-up to identify whether the objective was gathering information and view points or just a verbal jousting match with no outcome except the desire for a re-match.

Did the last project, change or communication you were part of resemble an emerging plan or a brooding battle?

BE CONSISTENT

The advantage in Approach A above is that it does allow you to develop a consensus and be consistent in your messages. Approach B will often require you to amend, change tack, review, revise and do all the things that suggest that you are inconsistent, unreliable, and potentially not to be trusted.

People follow Leaders who are consistent and stable, like a beacon showing the way. They are less inclined by someone who jumps around, changes story, and appears disorganized, ill prepared and unprofessional.

Did the last project, change or communication you were part of start small and steadily build into something credible or start big an dissolve into pieces upon its first challenges.

SUMMARY / CONCLUSION

1.      Have a plan: think ahead, about (hard) facts and figures, and (soft) thoughts and feelings
2.      Know your audience (their interests, bias, fears) and who or what influences them
3.      Be clear about your role, and their role: who plays what parts in this performance
4.      Plan what you say (substance),how you say it (style) and here you say it (location)
5.      Repeat the same message for consistency, tailored to each audience for their understanding
6.      Listen, watch and learn from feedback, if necessary revise, adapt and adopt changes
7.      Appeal to the majority, don’t try to convert the extreme
8.      Acknowledge and manage dissent, don’t deny, defend or denigrate opposition






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THE AUTHOR

Tim Rogers is an experienced Project and Change Leader. He is founder of www.ciChange.org and curator for www.TEDxStHelier.Com . He is Programme Manager for the commercialization of Jersey Harbours and Jersey Airport, and prevously Operations Change and Sales Support for RBSI/NatWest, and Project Manager for the Incorporation of Jersey Post. He is also Commonwealth Triathlete and World Championships Rower with a passion for teaching and learning and is a Tutor/Mentor on the Chartered Management Institute courses. He is a Chartered Member of the British Computer Society, has an MBA (Management Consultancy) and is both a PRINCE2 and Change Management Practitioner.

Email: TimHJRogers@AdaptConsultingGroup.com
Mob: 07797762051 | Twitter @timhjrogers | Skype timhjrogers

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