Take a Future Retrospective

Originally published in Corp! Magazine.

 

Once upon a time there was a staircase. Although it wound its way up from floor to floor in the manner traditionally associated with staircases, this was no ordinary staircase. Although it stood in a courthouse in Franklin, Ohio, in a fashion much like other staircases, yet it was not like the other staircases. With most staircases, those who look down see stairs beneath their feet. With this staircase, however, those who looked down saw the floor below and those people walking up the stairs. They saw those who stood at the bottom of the staircase, for this staircase, you see, was made of clear glass. While we have no information as to whether those climbing the staircase felt a sense of vertigo when they looked down, we do have definitive information about what they said when they looked down: “Hey, those people at the bottom of the stairs are staring up my dress.”

Although the news report was slightly vague on this point, we may safely assume that this comment was made only by those who were, in fact, wearing a dress.

But yes, it seems that people on the staircase made an observation that had eluded the architects who designed the staircase: that if you can look down through the glass, you can look up through it as well.

When questioned on this point, the architects responded by saying that they had naturally assumed that no one would be so inappropriate as to stand at the bottom of a glass staircase in a courthouse and look up women’s dresses.

When this insightful observation was relayed to the judge, he replied that, “If people always exercised good judgment and decorum, we wouldn’t need this building.”

The architects had carefully considered their building material. They had thought about how to make the glass durable and resilient. They had considered the problems involved in building a glass staircase in such a way that it would continue to look good even after having hundreds of people walking up and down it each day. They had, in fact, solved each one of these problems.

What they had not considered was how the customer, to wit, the people in the courthouse, would actually use the product. They were so fixated on the concept that a staircase is for walking on, not staring through, that they failed to consider the ramifications of their architectural decisions. To be fair, architects are hardly unique in making this type of mistake. It can be very easy to let your assumptions about how something should work or how it will be used to blind you to how it will actually work or be used. Consider the example of the business school competition to design a helicopter. The contest was judged on a number of factors, including the weight of the finished product. The winner was the helicopter without an engine. Apparently, no one had included “able to fly” in the criteria for success. The assumption that, of course, a helicopter should fly was so taken for granted that no one thought to see if it was included in the rules.

On the bright side, it had considerably less severe consequences than the situation involving the helicopter that flipped upside down while in flight. Or the data analysis software package that looked like it had crashed the computer, causing users to reboot shortly before the calculations were complete. Or the organizational improvements that led to a massive talent exodus.

In each situation, the people designing the end result honestly believed they were giving the customers, including the employees in the final case, what the customers had requested — and that belief prevented them from considering any other possibilities.

“We asked!” the designers protested. “That’s what they said they wanted.”

Were the customers really asking for a helicopter that flipped upside down or an expensive glass staircase that had to be subsequently covered? Of course not. But somehow, that’s what the designers heard.

The problem was that they asked the wrong questions, further leading them into their one, narrow, view of the result. Thus, no one ever stopped to imagine how the end product, be it staircase, contest rules, helicopter, software, or organizational procedures would actually be used.

In each situation, rather than seeking information, the people asking the questions sought validation. They already had an idea in their heads, and any inquiries they made were aimed at confirming that idea, not testing it.

When you say, “This is what you wanted, right?” or “What do you think of this approach?” odds are you aren’t requesting information; you are requesting validation. Indeed, even if you are seriously trying to get information, such questions usually get you validation instead. This is because the client assumes that you, as the expert, know what you’re talking about.

So how do you ask for information? One answer is to change the time frame. Instead of asking them to imagine the future, pretend it’s the future and imagine the past: “If we went with this approach, and six months from now you weren’t happy, what would have gone wrong? If you were happy, what would have gone right?”

This small change causes people to actually imagine using the product or living with the new procedures. Now, instead of validation, you’ll get information. That information may shake up your carefully constructed vision of the future, but that’s fine. Better now than after the sightseers congregate at the bottom of that glass staircase. A future retrospective also forces you to be more honest with yourself and to address the issues in front of you.

What challenges is your business facing? If, six months from now, you had successfully addressed your most persistent problems, what would you have done to make that happen?

Don’t over commit to start the new year!

Why do so many people end up overcommitted at work, in volunteer activities, or socially?

The tendency to say “yes” to any request stems from several sources.

First, most of us like to think of ourselves as the type of person who helps others. Thus, when a friend or colleague (or boss) asks for help, that request immediately triggers us to think, “But if I don’t help, what does that say about me? I’m not <selfish/mean/self-centered/uncaring/etc.” So, we agree to help in order to protect our self-image.

Second, and related, is what’s known as social theater: in certain environments, there are certain role expectations that are taken for granted. Helping others is often one of those expectations. Therefore, when someone asks, we agree almost automatically, without really thinking through the consequences, or even the wisdom, of the decision. Essentially, behaviors that we learned at some point in our lives without really thinking about them become automatic behaviors later when the right trigger presents itself.

Third, many businesses foster a culture of obedience and pressure to always get more done in less time. Although this cultural baggage is ultimately destructive to the business, as it leads to burnout and corner-cutting, in the short-term it appears to be very rewarding. Thus, it gets repeated and hailed as an emblem of the dedication and productivity of the employees. It is, in reality, a sign of a company with relatively low functioning teams: high performance teams know their limits and are willing to stand up for them. Low functioning teams, and the members thereof, routinely bite off more than they can chew.

Fourth, when we over promise and fail to deliver, we frequently assume that the problem lies within us: if we’d just worked harder, if we were just a little more skilled, if we just a little smarter, and so forth. Thus, we become even more determined to “get it right” the next time around. In truth, the problem was not that we weren’t working hard enough, or weren’t smart enough, etc. The problem was that we simply tried to do too much, not some personal failing that can be corrected by working harder.

So how do you prevent this from happening?

There are several techniques, which can be used singly or in combination.

One trick is to identify the thought or image that pops into your head the moment someone asks you for help. It can be hard to catch this, but with a little effort, most people will discover that some image flashed across their brain and that they are reacting to that image instead of the request for help. That image might be a thought about how important it is to help others, or a belief that other person can’t succeed without your help, or an image of being fired for not helping, etc. This is one of those situations where if you ask 99 people to describe their image, you’ll get 99 responses :). Once you catch the image, you can look at it and ask yourself if it’s actually realistic. Do they really need your help that badly? If you’re a productive employee, do you honestly think you’ll get fired for saying “no?”

Another thing to recognize is that boundary testing is a normal part of all relationships: we instinctively attempt to understand our environment, and that includes understanding what we can and cannot expect from the people around us. Not knowing the boundaries is anxiety producing. Children do this sort of boundary testing all the time, and when they don’t find a boundary their behavior only gets worse until they get a reaction. Adults are different only the sophistication (and even that is arguable!) of their boundary testing. Thus, saying “no” is a form of setting boundaries. Setting boundaries actually helps make other people feel more secure because they now know what to expect from you, and also establishes you as a peer of the person making the request. Consider, the only people who are, in our society, nominally prohibited from setting boundaries are children. Children are typically expected to comply with most adult requests (how often did you hear, “When your mother asks, it’s not a request!” when you were growing up?). Thus, it’s important to recognize boundary testing and also recognize that setting limits is beneficial for everyone.

Another approach is to reverse the question: “I’d love to help you, and I’m not sure how I can fit this into my schedule. Let me go through with you what I have to get done over the <time> and you can help me figure it out.” Frequently, people ask for help without realizing the degree of imposition. Going through your constraints and asking them to help you figure out how to fit in their request is often a good technique to get them to realize just how much they are asking of you. If, in the end, you still decide to accept the request, you’ve at least enabled them to recognize just how big a favor they’re asking.

Note that if your boss is making the request, you can still apply this approach, with a slight modification: “I would love to do this, and I’m concerned that if I agree, these other projects will suffer. Please let me know your thoughts on how I should prioritize these different tasks.”

By the way, it can help to block out chunks of time on the calendar representing the total amount of time you expect a task to take (when you estimate how long a task should take, add 25%… most of us underestimate!). Tasks never seem that big when you’re thinking about them abstractly, but when you create a visual representation, you’ll be amazed how much time you’ve allocated.

All right, so  you’re already over-committed, what do you do? The best thing is to take an honest look at your tasks, prioritize, and then start contacting people. You can start with either your lowest priorities or your most recent “Of course I’ll do that!” Either way, you need to say, “I’m sorry. I know I told you I would help you, and I’ve discovered that these prior commitments are going to take much longer than expected.”

No, the other person won’t be happy. However, they will be a lot happier that you told them early on, not at the last minute. The longer you wait, the more painful the conversation becomes, the angrier they’ll be, and the worse you’ll feel. Moreover, you’ll be that much more likely to give in when they start complaining, leaving you feeling overworked and bullied.

New Year’s Resolutions? Forget it!

It’s barely the start of the new year, and I’ve already received half a dozen identical articles touting the benefits of SMART goals as the solution to all my New Year’s resolutions.

Now, to be fair, they have a point as far as it goes: New Year’s resolutions have a shorter half-life than champagne at a New Year’s party. However, that’s about as useful as these articles get.

Specific, Measurable, Achievable, Relevant, and Time-bound, SMART goals are often touted as the secret to personal and business success. Unfortunately, it’s a pretty safe bet that most of these goals will go the way of all New Year’s resolutions. Why? Because none of these articles actually tell you how to make SMART goals work. In fact, most people who try the SMART approach for any but small and relatively easy goals frequently find themselves frustrated and disillusioned.

Well-constructed goals are extremely powerful tools for getting things done, increasing concentration and motivation. Successfully completing a well-constructed goal builds self-confidence. Unfortunately, creating a well-constructed SMART goal is not quite so simple as the average article makes it out to be.

To begin with, a specific goal is only useful if it’s something you can control. Although this may seem obvious, the fact is that far too many people set goals that appear to be under their control, but really are not. For example, consider the athlete who sets the goal of winning an upcoming tournament: it’s specific, it’s measurable, it has a time of completion associated with it, and presumably it’s highly relevant to the athlete. Is it achievable? Depending on the athlete’s level of skill, very possibly. However, the athlete has no control over the difficulty of the competition. He may simply be outplayed by a more skilled opponent.

Furthermore, although the goal is measurable, in that the athlete will know whether or not he accomplishes it, the measurement is not particularly useful. At no time will he know how close he is to accomplishing the goal, where he needs to focus his energies, or what else needs to be accomplished. The athlete is far better served by setting the goal of exercising certain key skills in the competition, skills that have a high probability of leading to a victory. Not only will he gain the self-confidence boost of accomplishing his goal, he may just win the tournament. Whether your goal is winning a competition, selling a product to a particular customer, or getting a specific job, focusing mainly on outcomes only gets you in trouble.

Another problem is that a goal may simply be too big. If a goal takes years to accomplish, it can be extremely difficult to maintain motivation. Big, ambitious goals are wonderful, but they need to be carefully structured. It is vital to break them down into subgoals that can be accomplished in a much shorter period of time. The perception of progress is critical to maintaining motivation, whether for an individual or a team.

Having too many goals is another common problem. Well constructed goals are great, but if you have too many of them at once, they become a distraction. Many people can focus on three to five unrelated goals without a problem, but not ten or twenty. Keeping in mind that each goal might generate numerous subgoals along the way, it’s easy to see how having more than a few key goals can easily balloon out of control.

Is the goal something you really care about? Many people have goals that they don’t really care about. Perhaps they’ve been told it’s something they ought to do or they believe they should do, but they don’t really care about the outcome. If you don’t care whether or not you accomplish a goal, it’s hard to find the motivation to do it.

Used properly, SMART goals can be a very powerful and effective tool. Well-constructed goals can increase motivation, improve focus, and build self-confidence. Used improperly, they can decrease motivation, and destroy self-confidence. If you’re using SMART goals, here are some questions to ask yourself:

Do I control the outcome?

Can I measure progress in a meaningful way?

Is my goal too big? How can I break it up?

Do I have too many goals? Is there enough time in the day/week/month to work on each one?

When will I work on each piece of my goal? How will they chain together?

Do I really care about my goal? Is this something I genuinely want to accomplish?

Good luck!

Of Cats and Unwanted Prizes

Originally published in Corp! Magazine

I have three cats. Cats being the creatures that they are, I have only to sit down to read a book and instantly there is a cat on my lap. Regardless of which cat it is, a familiar pattern ensues: first, the cat carefully positions itself in front of my book. Once I adjust to move the book, the cat then carefully positions itself on one of my hands. This continues until I give the cat the attention it’s seeking. At that point, it first butts its head against me and then, purring loudly, turns and sticks its behind in my face.

I am sure that there are people who find this end of a cat absolutely fascinating. I’m even quite sure that there are contests in which cats win awards for having the most beautiful behind. For cat breeders and cat fanciers, it can be a big deal to win one of these cat trophies. It is a cause for great celebration.

In an office environment, however, a catastrophe is anything but a cause for celebration.

The worst thing about catastrophes is that they happen about as often as a cat sitting down on top of the book you’re reading. At least, to listen to some managers, it certainly sounds that way. Somehow, every little thing, every small problem, was magnified until it had the aura of impending doom. In short, every setback was becoming a prize for the cat with the most beautiful behind. At one company, the conversation went something like this:

“We’ve found a major bug in the software.”

“We can’t delay the ship.”

“We can’t ship with this bug.”

At that point, the manager started screaming that the product would go out on schedule, or else. When he finally calmed down and I was able to talk with him privately, he told me that he knew that if the company didn’t ship on time, the customers would abandon them and they would go out of business. He was happy to ship non-functional software to avoid that fate.

When he calmed down still further, he agreed to delay the ship.

I am sure that most readers are chuckling to themselves right now. After all, delays in software are legendary. Obviously, this manager was overreacting. True enough; the question is, why? Why would a perfectly sensible, intelligent man react so negatively to something which is, frankly, a common event in the software business?

It turns out that this particular company prided itself on holding to very aggressive schedules. The schedule was so aggressive that they were virtually always running behind. Therein lay the problem.

Time is a funny thing. We react very differently depending on how we perceive it. Being behind schedule all the time had the effect of generating a certain sense of urgency, which was the stated intent of the aggressive schedule. Unfortunately, the urgency generated in this situation was of the slightly breathless, heart-pounding sort similar to what one might experience if being chased by a very large cat of the “has a big mane” variety.  A cat which, I might add, is looking to do more than just sit on your book.

The problem with aggressive schedules is that, in fact, being behind schedule can generate the same panicked response in people that they would feel in a situation which actually was dangerous. While in those situations, we’re very good at running away or fighting desperately, but we’re not good at making cool, rational decisions or developing innovative solutions to problems. Each pebble encountered along the road becomes a giant boulder. When we do finally get to the end of the project, rather than feeling a sense of accomplishment and success, there’s more of a sense of relief that at last it’s over. What’s missing is the thrill of victory that energizes people for the next project. That feeling of success is the key to getting, and keeping, people excited and motivated.

In short, instead of the team beating the schedule, the schedule was beating them.

Conversely, when a team is running slightly ahead of schedule, something very different happens. Running ahead of the game means that the team is feeling a constant sense of success. When people feel successful, they work harder, they are more creative, and they look forward to coming into work each day. Teams that are running ahead of schedule are more likely to develop innovative new solutions to problems rather than just slap on band-aids. Feeling that you have the time to stop and think is critical: just think about how easy it is to miss the obvious when you are feeling rushed.

The trick is to view your schedule as a living document. It’s something that you will constantly adjust according to the situation, especially at the beginning of a project. The less you know about potential difficulties down the road, the harder it is to plan: so don’t. Instead, plan to plan. As you move forward, you can revise and project the schedule further and further into the future.

If you find yourself running behind, that’s feedback. Pay attention to what it’s telling you. Is something more complicated than expected? Is someone overwhelmed with a task that turned out to be significantly more time-consuming than you thought? Did something go wrong? Is a vendor habitually late with parts? Is your schedule just plain too aggressive?

If you’re running ahead, that’s also feedback. It might mean that the schedule is too easy and your team isn’t being challenged. Be willing to become more aggressive. It could mean that you need to slow down: are people rushing and cutting corners? At one company, pressure on QA engineers to rush product inspections led to some very expensive and embarrassing recalls and some very irate customers. Moving way ahead of schedule could also mean that your team is working too hard too soon: success is a marathon, not a sprint. Burn out early and you won’t reach the finish line.

Leave the catastrophes to the cats.

Stephen Balzac is an expert on leadership and organizational development. A consultant, author, and professional speaker, he is president of 7 Steps Ahead, an organizational development firm focused on helping businesses get unstuck. Steve is the author of “The 36-Hour Course in Organizational Development,” published by McGraw-Hill, and a contributing author to volume one of “Ethics and Game Design: Teaching Values Through Play.” For more information, or to sign up for Steve’s monthly newsletter, visit www.7stepsahead.com. You can also contact Steve at 978-298-5189 or steve@7stepsahead.com.

It’s Annual Review Time!

I was recently quoted in the NY Times on the subject of preparing for annual performance reviews.

The fact is, performance reviews are extremely stressful. Some business professors argue that we should drop them completely. Far too often, rather than providing benefit to the organization and useful feedback and a promotion to the employee, they only promote the Peter Principle.

Performance reviews can benefit both the employee and the organization, but they have to be done correctly. That means starting by establishing and agreeing upon goals. Of course, even that is tricky, as goals require actual thought to do well. The key point here is to identify desired outcomes and then focus on the behaviors and learning opportunities that will lead to those outcomes. Taking the time to focus on and identify productive and effective behaviors produces the most effective goals. It also means the performance review is now focused on providing the employee useful feedback and opportunities to build their strengths instead of arguing over failures and getting wrapped up trying to remediate weaknesses.

On that point, it helps considerably to recognize that people have both strengths and weaknesses. Yes, I know, this is a great shock to some people, particularly many managers. Tailoring goals to fit people’s strengths produces far more motivated, enthusiastic, and productive employees than goals that are focused around “fixing” their weaknesses. Don’t get me wrong: weaknesses that are based in a lack of knowledge are eminently fixable; but those that are based in a lack of fundamental talent or ability are simply frustrating to everyone when you try to fix them. If you give people some room to experiment and, gasp, fail, you and they will quickly figure out which is which and how to best focus their time and energy. Build people’s strengths enough and their weaknesses matter less and less.

The other key point on performance reviews is to provide specific feedback: it doesn’t help to tell someone they are “too aggressive” or “too passive.” That is your perception. Tell them exactly what they did that you saw as aggressive or passive. Good or bad, the details matter if you want someone to repeat a positive behavior or end a negative one.

Performance reviews can be a waste of time and energy or a powerful tool to improve performance in your organization. Like all power tools, you need to use them correctly.

Yankee Swap Rorschach

This article was originally written a couple years ago, but always seems rather appropriate for the holiday season…

The holidays are the season for Yankee Swaps. Now, a Yankee Swap would seem to be a fairly simple and straightforward activity: each person either chooses a wrapped gift or steals an opened gift from someone else. This latter activity can, of course, trigger a chain reaction, but that’s part of the fun. At the end, everyone feels like they had at least some measure of control over the outcome. One would think it difficult, if not impossible, to mess up a Yankee Swap.

However, all things are possible. In this case, one company held a Yankee Swap with incredibly detailed and complicated rules which had as its most salient feature that no gifts were opened until the very end. In other words, the experience was transformed into the equivalent of a very slow grab bag: a long, frustrating, totally random process at the end of which people felt that they had no control over the outcome. Ironically, the most common complaint from employees at this company is that many of the rules are complex, time consuming, and leave them feeling like they have very little control over how they get their work done.

Now, a Yankee Swap is a pretty insignificant event, little more than an amusing party game. However, how a business goes about designing a small process says a lot about how it goes about designing larger, more significant processes: process design is strongly influenced by institutional habits and beliefs. With a small process, it’s easy to see the results of that belief in action because the entire event can be seen at one time; with larger processes, cause and effect may be separated by weeks or months, and the process is often so big that no one ever views it as a whole. The company ends up wondering why their results are poor, but can’t figure out the reasons. Those small processes can provide valuable insights into the company’s methodology and assumptions; recognizing consistent causes of small problems can enable you to avoid large ones. Ultimately, more important than improving one process is improving how the company designs all its processes.

In designing a process, it helps to clearly understand what you are trying to accomplish. Why did this particular company choose to redesign the Yankee Swap? Was there an actual problem that someone was trying to solve? Clearly, someone felt a need to come up with something, although their motives are impossible to fathom. As a result, they got a process that rather missed the point, but did end up reflective of the organization as a whole. However, it’s generally more successful to focus on results:

  • Clearly define the objective. If the objective is to solve a problem, take the time to look at the symptoms and consider what they mean. When do they come up? Under what circumstances? Remember, the symptoms are not the problem, they’re just the symptoms. Generate a list of hypotheses and then test them to see if they lead to the observed symptoms. Solving the wrong problem will generally make things worse, not better.
  • Describe what a successful outcome will look like. What will have changed? What behaviors will be different? Make this concrete. If success is, “people will have more fun,” how will you know? If the picture isn’t clear, identify the questions you need to answer to bring clarity. This may be an iterative process.
  • Identify what you can change and what you can’t. You probably can’t change the economy, but you can change how you deal with it. Tom Watson Sr., founder of IBM, used the Great Depression as an opportunity to build up a highly trained, extremely loyal workforce and a stockpile of equipment. When WWII started, IBM was in an excellent position to capitalize on the reawakening economy. If everything falls into the “can’t change” category, you need to revisit your goal or problem formulation.
  • Brainstorm possible solutions or approaches. Record ideas and do not evaluate any of them until you have a significant number of possibilities. Don’t worry if some ideas are silly or off-the-wall: innovative solutions come from the most unlikely sources.
  • Will your solutions really get you where you want to go? Do research. Don’t rely on opinion and conjecture.
  • Define your action steps.
  • Execute and evaluate. Did it work? If not, check your problem formulation and try again.

If you’re not getting the results you want, what steps are you missing?

Sir CEO and the Green Knight

As published in the CEO Refresher

One fine day, Arthur, the CEO rode forth upon his trusty steed. At his side hung his magic sword, Expostfacto. Expostfacto was widely considered to be a sword with a sharp legal mind. Arthur had made his fortune renting camels, which he parked every day in a large camel lot.

The sun was shining. The birds were singing. Suddenly, a dragon came roaring out of the sky, heading straight for Arthur. Flame billowed from the dragon’s mouth. Arthur drew his sword and with one swift blow, buried the dragon in a shower of subpoenas.

So it went, as Arthur spent many days enjoying the freedom of facing foes instead of sitting in stultifying board meetings, where, regretfully, it was seen as déclassé to employ the full might of Expostfacto upon annoying board members or customers. Against the power of Expostfacto, each foe swiftly fell under a massive pile of paperwork.

So it went until the day that Arthur encountered Maldive, the Green Knight.

“None shall pass!” quoth Maldive.

Many blows were exchanged, with Expostfacto screaming its legendary battle cry, “Lorem ipsum dolor sit amet,” a phrase which has become familiar to all internet users. Eventually, though, with a mighty blow, Arthur struck Maldive’s head from his shoulders. That should have ended the fight right then and there, but Maldive was an internet marketing scheme. He simply put his head back on and continued the fight. Eventually, Maldive knocked Expostfacto to one side, and placed the point of his sword at Arthur’s throat.

“I could slay you now,” said he. “But on your honor, I will spare you if you can answer this question: What does every engineer desire? Swear on Expostfacto that you will return in a month. If you have the answer, you will live. If not, you die.”

Ignoring Expostfacto’s muttered comments on possible loopholes and the inadvisability of signing anything, Arthur took the oath to return in a month with the answer or without it.

Arthur rode across the land searching for an answer to the question. He called together all his senior managers and asked them, to no avail. He even posted the question on Twitter and Facebook, leading to some very interesting answers and suggestions, particularly from certain ex-politicians in New York and California. However, since Maldive had asked about engineers, Arthur knew those answers couldn’t be true because an engineer wouldn’t know what to do with one even if he found someone willing to go on a date.

By day 29, things were looking quite bleak for Arthur. As he rode through the frozen lands of Nadir, he encountered a strange looking man. The strange thing was that the man did not appear to be in a rush. As a CEO, Arthur was quite used to people rushing around following his orders. He could always tell when things were getting done by how much people were rushing.

“Who are you?” asked Arthur, puzzled at the sight of someone so calm and relaxed.

“Merlin,” was the reply.

“Merlin the Magician?” asked Arthur.

“No, Merlin the consultant. What seems to be a problem?”

“Nothing, nothing at all,” said Arthur who, like most CEOs, became very cautious at the sight of a consultant.

“Good,” said Merlin, who turned back to whatever he was doing, completely ignoring Arthur. This was a very unusual experience for Arthur, who was not used to being ignored by anyone.

After several minutes, Arthur said, “Well, I guess I’ll be on my way.”

There was no response.

“I’m going now,” said Arthur.

There was no response.

Arthur started to ride away. There was still no response from Merlin, who seemed quite happy to let Arthur leave. Arthur had not ridden very far before he stopped and turned back.

“Do you know what every engineer wants?” asked Arthur.

“Why do you ask?” replied Merlin.

Before long, Arthur was telling Merlin exactly why he wanted to know and what would happen if he didn’t find out. I wasn’t long before a price was agreed upon and Arthur had his answer.

“That’s it?” exclaimed Arthur. Reflecting on it further, he said to himself thoughtfully, “But that’s what everyone wants!”

The next day Arthur showed up at the appointed time for his meeting with Maldive.

“Well?” said Maldive.

“Is it money?” said Arthur.

“No.”

“Is it a fast car?”

“No.”

“Sex?”

“We’re talking about engineers,” responded Maldive. “If that’s the best you can do, then prepare to die.”

“Wait,” said Arthur. “What engineers want is the freedom to make their own decisions.”

There was a long silence.

“I see you encountered Merlin,” growled Maldive. “Very well. But I doubt you will learn from this experience!”

And so Maldive turned and rode away.

Arthur, meanwhile, departed for home in a very thoughtful mood. What, indeed, did it really mean that people want to make their own decisions? Obviously, if he allowed all his employees to make their own decisions, surely chaos would result. No one would know what anyone else was doing! There would be no coordination between departments.

The moment Arthur returned to his office, he discovered the true meaning of chaos. Thousands of emails needing his attention; projects stalled because he hadn’t been around to tell people what to do; irate customers complaining about badly maintained camels (even camel renters have some expectations!); employees angry and frustrated because they couldn’t get anything done in his absence.

“I knew I should never have taken a vacation,” Arthur thought ruefully to himself. “This happens every time! It’s even worse than when I’m in a meeting or on a call.”

As Arthur dove into sorting out the confusion that came about from his taking his guiding hands off the corporate reins, he kept wondering how much worse it could really be if he allowed his employees to make their own decisions. Would it really be worse than what he dealt with every day? Arthur decided to experiment: instead of solving the problems in one department, he gave them limited decision making power. They could approve all expenditures, including customer returns or gifts, up to a fixed amount. After a couple of false starts as everyone got used to the new arrangements, Arthur found that that department was suddenly taking up much less of his time and energy. Moreover, the increased productivity of his employees more than made up for the occasional decisions that Arthur might have made differently. Indeed, simply by building some structure, Arthur found he could permit much more freedom and limit the downside of the occasional mistake, and create almost unlimited upside. At the same time, he also found that he could now focus much more on the strategic direction of his company instead of spending all his time putting out fires.

Best of all, as Arthur spread these changes throughout his company, he found that work didn’t come to a halt whenever he wasn’t available. Productivity increased because employees no longer needed to look busy in order to appear to have a purpose; instead, they could actually engage in purposeful activity. Sure, there were still moments of frustration, but on the whole, employees were happier and more motivated than he had ever seen them. Motion does not equal progress, Arthur realized. Progress equals progress.

In the end, the ability to give people the freedom to work as they would like to work comes from building the structure to enable them to know what to do. Without structure, there may a lot of motion, but very little progress. What will you do to change that?

Stephen Balzac is an expert on leadership and organizational development. A consultant, author, and professional speaker, he is president of 7 Steps Ahead, an organizational development firm focused on helping businesses get unstuck. Steve is the author of “The 36-Hour Course in Organizational Development,” published by McGraw-Hill, and a contributing author to volume one of “Ethics and Game Design: Teaching Values Through Play.” For more information, or to sign up for Steve’s monthly newsletter, visit www.7stepsahead.com. You can also contact Steve at 978-298-5189 or steve@7stepsahead.com.

A Tale of Two Light Bulbs

As published in the CEO Refresher

A friend of mine was telling me over coffee about a problem he was having with a light fixture in his house. It seems that every light bulb he put in would burn out in short order. No matter what he checked, everything seemed to be working correctly, with the notable exception of the instantly expiring light bulbs. Eventually, he got a bright idea: he put in a compact fluorescent bulb. He assured me that this was not because he’d run out of incandescent bulbs, but because he really didn’t want to call in an electrician and be told the problem was something obvious. Oddly enough, though, the compact fluorescent bulb did the trick. It worked perfectly and hasn’t yet burned out. While my friend has no idea why the incandescent bulbs don’t work in that light socket, he did solve his major problem: lighting the room.

Now, the obvious point here is that it’s all about finding the right fit: just because someone looks like they fit into your team doesn’t mean that they actually fit in. Like many things that seem blindingly obvious, it’s not quite correct. There are three valuable lessons to be learned from this experience.

The first point is that feedback is only useful if you pay attention to it. After a few bulbs burned out, the solution was not to curse and keep screwing in more light bulbs unless, of course, your goal is to become a punch line in some sort of elaborate light bulb joke. Once it becomes obvious that what you’re doing isn’t working, there is no point in yelling or complaining about it. Light bulbs are notoriously unimpressed by how much or how loudly you curse at them. People are not much different. Yelling at someone produces grudging change at best; you’re more likely to just convince them to go elsewhere. Trying something different, however, can yield surprisingly good results. The best leaders pay attention to how people are responding to them, and adapt their leadership style as their employees become more skilled and capable. On the other hand, if you find that people on your team are getting burned out, it’s time to try something different. You need a different team or a different style of management, possibly both. To put things a different way, a consistent lack of fit can alert you that something is wrong with your team, no matter how good it all looks on the surface. The lack of fit might be you!

The next point is that it’s easy to become focused around solving the problem in a very specific way, as opposed to accomplishing the goal. My friend was burning out light bulbs and poking around with a volt meter, because he was busy trying to understand why the socket wasn’t working. It might have been the socket. It might have been a box of bad bulbs. It might have been something completely different. In a very real sense, none of those things mattered: what mattered was that he wanted to illuminate the room. Taking a different approach allowed him to do that. By keeping the perspective of the overall goal, it becomes easier to brainstorm multiple different solutions, to innovate instead of simply fix what’s broken.

Finally, rooms are rarely lit by just one bulb. Indeed, looking around different rooms I almost always see multiple light fixtures, lamps, sconces, etc. It’s easy to get caught in the mindset that each socket must hold the same kind of bulb. It is also a common misconception that the best way to build a team is to have a group of people with similar skills. Certainly, that makes it easier to divide up the work and to make compare one person’s contribution against another’s. However, it also makes for a team that is more limited, less able to solve a variety of problems. A the risk of stretching this analogy out of shape, if the reason the incandescent bulb was going out turns out to be something that eventually involves every socket in the house, my friend could easily find himself in the dark. Similarly, one software company hired only engineers who were expert algorithm developers. When customers complained that the product was unusable, they were in the dark about what to do. They simply didn’t understand how to address interface problems. While having both incandescent and compact fluorescent bulbs won’t help in a power failure, in other situations you are far more likely to have at least something working. Similarly, a more varied team might not solve every problem they encounter, but they will solve a lot more problems.

While all these lessons are important, there is also a “zero-eth” lesson: had my friend called an electrician, he would have saved himself a great deal of time and aggravation and illuminated the room much more quickly. Instead, he was stuck until he accidently hit on a solution. How often do business problems get dealt with that way?

What Big Picture?

As published in The CEO Refresher

Imagine for a moment that you’re sitting down in front of your brand new 72 inch flat screen TV. The picture is fantastic, and the room is huge, or at least good-sized. After all, if the room is too small, it’ll be hard to sit far enough from the screen to really appreciate the picture. But, assuming that you have a little distance, the quality and the detail is just amazing. You can relax and see everything. Of course, if the show you’re watching is really exciting, you may find that you’ve missed a few of those details while you focused on the main action. That’s hardly unusual, and is a reason why people will often watch a movie more than once. Successive viewings allow them to pick up the little details that they might have missed the first, or even the second, time through.

Now, should you be sitting a little too close to that screen, it can be difficult to pick up some of the details. You can focus really well on the spot in front of you, but other parts of the screen can be hard to see. You might need to shift position or turn your head to follow the action. Even then, if the action gets too exciting, you may find it confusing or hard to follow. You might even find yourself getting caught up in the details that are right in front of your nose and ending up with a very confused perspective on what the entire show was all about.

At one time, I worked with a company that kept exhorting people to focus on the big picture. At the same time, they kept setting extremely aggressive goals with very tight deadlines. Everyone was pushing themselves to the limit trying to meet the deadlines. It was more than a little difficult for people to focus on anything other than the immediate problems they were trying to solve. It was kind of like sitting a bit too close to that 72 inch flat screen television and getting caught up in the exciting details right in front you.

At various meetings, it swiftly didn’t become clear that no one really knew what the big picture was. The reason it didn’t become clear was that at the first couple of meetings those who raised questions or attempted to find out what the big picture was were castigated for not paying more attention to that big picture. They were also chewed out for not focusing more on their areas of individual responsibility. People learned very rapidly to focus on their own areas and nod sagely in response to questions about the big picture. At least that way you’d only get chewed on over one thing.

The resulting product could be described charitably as a little schizophrenic. It was the equivalent of the blind men describing the elephant, with the added benefit of having a fifth blind man sitting nearby talking about the elephant’s wings.

If you really want people to focus on the big picture, there are a few things that need to happen in order to make that possible.

First, silly though it may seem to mention this, you have to have a big picture. I can’t count the number of organizations, for-profit and non-profit alike, where I’ve asked about overall vision and gotten nothing but static. A 72 inch television shows snow really well, so well that you might not even realize that you’re looking at static. Take the time to delineate your vision.

Second, you need to make it easy for people to see the big picture. The company I mentioned earlier was trying to make it hard for people to ignore the big picture. Unfortunately, the harder they made it to ignore the big picture, the harder they made it to see the big picture. There’s a reason why people see movies more than once: when we’re excited or stressed we miss the details that are not in front of us. Unfortunately, most businesses don’t get instant replays. Therefore, we need to reduce the stress level if we want people to pay attention to things that are not of immediate concern.

Third, distance makes a big difference. When we’re too close to the problem, it’s hard to see anything beyond it. Just like sitting too close to that 72 inch TV, we forget about things not in our immediate field of vision. If you want people to focus on the big picture, you need to create some metaphorical space so that they can take it in. That requires taking the team away from the daily routine to periodically review the big picture. Help each person see why their piece is important and how it fits in. Connect the dots. Give people perspective.

Finally, encourage questions and give honest answers. That includes admitting when you don’t know. Don’t yell at people for not seeing the big picture; instead, view it as feedback that either the big picture isn’t being communicated well or isn’t clear. Invite feedback and encourage people to contribute to fleshing out the picture. It’s a lot easier to focus on the big picture when you feel involved.

It’s amazing how much better the picture is when you give yourself the space to enjoy it.

Cut Big Problems Into Solvable Pieces and Get Moving

As published in Corp! Magazine

If a tree falls in the driveway and no one is awake to hear it, does it make a sound?

The answer is a definitive yes. A very loud, cracking noise to be precise.

Not only does a large tree do a very good job of blocking a driveway, it isn’t exactly the best thing for the car that happened to be in that driveway.

April Fool’s Day in Boston started out like a typical Boston spring day: temperatures plunged overnight and we had an ice storm. As the old saying goes, there’s nothing like a spring day, and the morning of April 1st was nothing like a spring day.

Walking out of the house, I was confronted with a very large, very heavy tree lying across the driveway and my car. Needless to say, moving that tree was not going to happen. Because the storm had brought down a good many trees, it was going to be quite some time before I could get anyone in to deal with the tree for me.

In an odd, but perhaps not surprising, way, I found myself thinking about some of the problems I frequently help businesses deal with. Like the tree, the problem looks huge, immovable, overwhelming. Depending on how you look at it, that may even be true. By the same token, when I was asked recently to help a company with a particularly large, vexing problem, my first observation was what they really had were two small problems. Interrelated, yes, but each one could be attacked separately and far more easily than trying to brute force through the apparent larger problem. A large tree, or a large problem, is immovable; individual branches and pieces, on the other hand, are another story.Thanks to the power of social media and email, it wasn’t long before a friend showed up to drop off a chainsaw. Now, I’ve never used a chainsaw in my life, but I figured that as long as I was careful and avoided contact with any body parts that I particularly wanted to keep, it couldn’t be all that difficult. So, while my wife was looking up instructions on how to use a chainsaw, I went to work.

Fifteen minutes later, I successfully had the chainsaw firmly wedged in a large branch.

“Why didn’t you cut notches?” asked my wife.

“Notches?”

While I spent the next two hours with a handsaw working to free the chainsaw, she patiently explained what she’d just read about cutting notches in a large branch to keep the chainsaw from binding.

It is not unusual to jump into solving a problem and then run into an unexpected obstacle. Sometimes the original solution doesn’t work. Often, the basic idea is correct, but the implementation is flawed or incomplete. Recognizing the difference is critical to effective problem solving. When you get stuck, it’s necessary to slow down and understand what isn’t working and why. Brute force only compounds the problem: Had I tried to wrench the chainsaw out of the branch, it would have broken and I would have been back to being stuck behind a large tree, unable to get out of the driveway. Similarly, reflexively throwing more people and more money at a business problem just wastes resources: Figuring out, or finding someone who can figure out, the right solution may seem like a waste of time in the short-term, much like reading the instructions on how to cut with a chainsaw, but saves a tremendous amount of time and effort in the long-run. Making mistakes along the way, while sometimes leading to sore muscles, are inevitable parts of the process and provide opportunities for learning and expanding our skills.Clearing away the individual branches was a necessary first step, but the trunk of the tree still remained. One end was still slightly attached at the point where the trunk broke, about 15 feet off the ground, the other end lying across my car. Cutting through a tree that’s over your head is not the best move unless you have a particularly thick skull. Although I’ve certainly been accused of having just that, putting it to the test seemed a tad unwise. Nonetheless, we still had to get rid of the tree.

We set up two aluminum stepladders widely spaced below the trunk, and then I cut through the tree as near as I could get to my car. This time, I remembered the notches. As the one end of the tree slid forward and settled on the ground, the rest settled on the ladders. We could safely drop that to the ground and cut it up. I was then able to finish cutting up the piece on the car and get that out of the way.

Now, the fact is, when you see a tree lying on your car, the natural response is to be just a little concerned. After all, cars are not built to handle trees falling on them. Indeed, one might be forgiven for believing that the car is pretty much wrecked.

Similarly, many times a business problem appears equally overwhelming. It’s big, it’s seems immovable, and even after a plan is developed, it may be difficult to assess just how serious it really is. All too often, our brains provide us with all sorts of worst-case scenarios that, unfortunately, seem all too reasonable and logical… and which cause us to not handle the problem as well as we could. It isn’t until you figure out an effective means of attacking the problem and dive in that you can take control of the situation and reasonably assess the damage.

It turns out that Subarus are very tough cars. No glass was broken, the doors and hatchback all worked fine, and the car ran smoothly. There’s a lot of damage, but it’s all covered by insurance. With the driveway cleared, I had no trouble driving the car to the body shop. In the end, by breaking down the problem and being willing to learn from the inevitable mistakes along the way, what appeared to be a major disaster turned out to be little more than a minor inconvenience.

What are you doing about the obstacles that are keeping you from moving forward?