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People, Culture, Behavior
      #e2conf‐17
      Jon Ingham ‐ @joningham
Executive Consultant, Social Advantage 

 Margaret Schweer ‐ @nGeneraInsight
 VP, nGenera Insight / Moxie Software 
People, Culture, Behavior
                                Jon Ingham
      “Strategic HCM” / “Social Advantage”
Shared
                                Talent               Speed
          Mindset

                                                             Quality of
Learning        Accountability Collaboration
                                                            Leadership

•   (Source: Dave Ulrich and Norm Smallwood, Why the Bottom Line Isn’t, 2003)
Organizational Capabilities




       Core Competencies




Competitive Positioning
Organizational Capabilities




Human       Organization     Social
Capital       Capital        Capital
Organizational Capabilities

Social Capital

  Social      Social        Social       Social
 Learning   Innovation   Collaboration   Speed


+ Customer Service
Relationship Capital
Knowledge Management
Engagement, Retention
Employer Branding etc…
Enterprise 2.0


                                  Business
 Activities           Outcomes
                                  Impact


                 Social Capital
Enterprise 2.0




People, Culture, Behavior
Developing Collaborative Capacity




  Margaret Schweer, PhD
  Vice President,  nGenera Insight
  Santa Clara, November 9, 2010
Collaboration Is Not a Baseball Game

    Even if you build a collaborative platform, they may not come …




    And even if they do come … “We’ve built a great deal of capability 
    but it only represents 1% of all the activity being done to create 
    real work because it’s not part of the flow of the work.”

                            10 | © 2010 nGenera.  All Rights Reserved. 
Successful, Sustainable Collaboration Platforms 
Have to Work for the Individual
                               Is this easy to use?
                               •      Intuitive, with little or no learning 
                                     curve
                               •      Versatile design, allowing users to 
                                     adapt it for their specific use
                               •      Powerful search and filtering 
                                     technology
                               •      Single sign‐on
                               •      Integration with mobile technologies
                               •      Ability to create secure working 
                                     groups
 Does this help me do my job better?
 • Value based on saving time – useful content and the ability to connect and 
   communicate 
 • Incentives that align with knowledge‐sharing and platform use, including 
   having a stake, having a voice, having an impact, and having a community 
   bond
                       11 | © 2010  Tamara Erickson.  All Rights Reserved. 
Successful, Sustainable Collaboration Platforms Are 
Sustained by a Supportive Organizational Culture
                                    Organizations have their own rhythm for how 
                                    things get done, but enabling factors for 
                                    collaborative capacity include:
                                    • Highly engaged, committed employees
                                    • Existence of trust based relationships
                                    • Prevalence of networking opportunities
                                    • HR processes aligned with collaboration
                                    • Organizational philosophy supporting a 
                                    “community of adults”
                                    • Leaders with both task and relationship skills

Collaboration is sustained not      • Productive and efficient behaviors and processes
 because of the technology          • Important and challenging tasks
   platform but because of          • Clearly defined individual roles and responsibilities
    organizational culture
                                    • Executives who model collaboration




                              12 | © 2010 nGenera.  All Rights Reserved. 
Enabling Factors
Existence of Trust‐Based Relationships

 Trust is essential for collaboration
 For most, trust develops through relationships

 Leaders must consciously architect the 
 development of relationships
 Make a significant investment in relationship‐
 building through . . . 
      Physical architecture
      Forums – sponsored events
      Technology
      Process design – induction processes, 
       rotations, career path designs


                     13 | © 2010 nGenera.  All Rights Reserved. 
Building Trust
Developing an Emerging Consensus




  Building Employee Trust at the Transportation Security Administration
  • Management developed a collaborative process and platform to solicit and 
  discuss ideas from the community of 43,000 employees
  • Starting with relatively simple issues as discussion starters, they advanced 
  to tackle complex and sensitive issues such as restructuring the employee 
  compensation scheme
  • TSA leaders found they could build trust through transparency into how 
  ideas are evaluated and why final decisions are reached


                           14 | © 2010 nGenera.  All Rights Reserved. 
Enabling Factors
HR Practices that Encompass Collaboration

      The simple truth – some people enjoy collaborating more than 
         others.
      Some are more likely to flourish in an environment that depends on 
         collaborative skills.

                                   Select
                                             Are you careful who you let on the 
                                              bus?
                                   Train
                                             Do you on‐board in a way that 
                                              supports collaboration?
                                   Promote
                                             Are you careful who you promote?  
                                              What criteria are evident?
                                             Do your promotion criteria favor 
                                              collaborative behavior?

                             15 | © 2008 nGenera. All Rights Reserved. 
HR Practices
Inviting an Honest Assessment of Fit




     •   A four‐week training period immerses employees in the company’s 
         strategy, culture, and obsession with customers
     •   After one week, employees are offered a $2,000 bonus if they agree 
         to quit that day
     •   Logic: if you’re willing to take the company up on the offer, you don’t 
         have the sense of commitment Zappos is looking for



                               16 | © 2010  nGenera.  All Rights Reserved. 
HR Practices
Developing a Commitment to Collaboration

        To begin addressing the cultural 
        barriers around knowledge sharing:


        • Created a series of case studies 
        focused on real events in the 
        company’s past that illuminate 
        values, processes, and norms
        • Cases are discussed as part of 
        employee “on‐boarding” to promote 
        a better understanding of how the 
        company works and encouraging a 
        culture of knowledge sharing and 
        collaborative problem solving


Source: “Boosting the Productivity of knowledge workers,” E. Matson and L. Prusak, 2010



                                                          17 | © 2010 nGenera Corp. All Rights Reserved. 
Enabling Factors
Organization Philosophy Supports “Community of Adults”
The Collaborative Enterprise offers a different “contract” to those who perform 
work
Create employment practices consistent with a “Community of Adults”
     Break work into projects
     Stop measuring time
     Reduce status‐based titles
     Offer options – including options to do less
     Make arrangements, including compensation, 
     transparent

   Performance management can break the bonds 
    of the old hierarchical systems, but does not 
                promote collaboration
    In general, compensation systems have no 
      discernable correlation with collaboration


                             18 | © 2010 nGenera.  All Rights Reserved. 
Creating a Community of Adults
    The “Results‐Only Work Environment”




                    •    No fixed schedules, no mandatory meetings, no impression‐
                         management requirements and work‐life balance . . . 
                    •    ROWE judges performance on output instead of hours
                    •     Since implementation, key indicators show
                                Productivity is up by 35%
                                Average voluntary turnover is down dramatically
                                Employee engagement is up


Source: “Smashing the Clock,” Business 
Week, December 11, 2006                            19 | © 2010  nGenera.  All Rights Reserved. 
Creating a Community of Adults
    Determining What My Work is Worth




                  •   A program called “Up ‘n’ Down Pay” allows employees to manage 
                      their own pay, flexibly
                  •   Provides compensation information for comparable jobs in the 
                      company or industry
                  •   Has found that individuals almost always do so fairly based on the 
                      information they are provided



Source: “Leading by Omission,” Ricardo 
Semler, MIT World video, September 22, 2005   20 | © 2010  nGenera.  All Rights Reserved. 
Creating a Community of Adults
Owning My Own Development




     •   Social networking site
     •   You identify 10 or so people you trust and from whom you’d like 
         to learn (receive “feedback” in the Gen Y sense)
     •   You request feedback whenever . . . multiple times a day around 
         specific activities
     •   The individual owns the feedback process



                             21 | © 2010 nGenera.  All Rights Reserved. 
Enabling Factors
Focus on Important and Challenging Tasks

Important




                                                                   The ROI of 
                                                                  Collaboration 




                                                                  Challenging
                   22 | © 2010  nGenera.  All Rights Reserved. 
Focus on Important and Challenging
    Established the “59 Councils”


                     An Important and 
                     Challenging Goal


                 •   Important goal: manage new businesses
                 •   Replaced its hierarchical decision‐making structure with 59 councils
                 •   Challenging conditions:  avoid the stagnation of hanging on in old 
                     markets too long and not entering new markets nimbly, at the right time
                 •   CEO John Chambers: “a distributed idea engine where leadership 
                     emerges organically, unfettered by a central command”


Source: “Seeking Growth, Cisco Reroutes Decisions,”
The Wall Street Journal, August 6, 2009; “Cisco CEO 
John Chambers’s Big Experiment,” WSJ Blog: Digits, 
August 5, 2009; “How Cisco’s CEO John Chambers is 
Turning the Tech Giant Socialist,” Fast Company, 
November 26, 2008                                      23 | © 2010 nGenera.  All Rights Reserved. 
Enabling Factors
Clarify Roles and Leave the Approach to the Team

  Collaboration is enhanced when the 
  work roles are structured clearly, but the 
  approach itself is left to the discretion 
  and creativity of the team

  Create role clarity 
       Design teams so that the roles and 
        responsibilities of all members are clearly 
        defined
  Allow task ambiguity
       Describe tasks in ways that allow team 
        creativity



                            24 | © 2010  nGenera.  All Rights Reserved. 
Clarify Roles and Responsibilities
    Guard Rails for Creativity


                                                                              Principles that Allow 
                                                                               Individuals to Act 



              •   The P&G Principles, Values, and Purpose (PVP)
                          Initially:  To improve the lives of the world’s consumers
                          Revised:  To improve more lives in more places more completely
              •   Because management is scrutinizing everyone’s actions against the 
                  PVP, people are free to act




Source:  Rosabeth Moss Kanter, speaking at 
an nGenera Insight event,  April, 2010        25 | © 2010  nGenera.  All Rights Reserved. 
Enabling Factors
Executives Who Model Collaboration


  Leadership behavior has a significant 
  influence on the collaboration

  Role model collaborative behavior 
  Mentor effectively
  Support the creation of a “Gift Culture” in 
  which all participants give freely of their 
  time to help others learn
  Develop a new breed of leader




                      26 | © 2010  nGenera.  All Rights Reserved. 
Executives who Model Collaboration
    The New Leadership Mantra 



           It’s ALL about the community . . . It may take longer, but it’s better to get buy‐in from 
             the community

           Just ask, because few do . . . Volunteers able and willing to do more than you think
           Lead by following . . . Managers are more powerful when they are “not leading”
           Nurture renegades . . . Interesting innovative things happen when people are allowed to 
             break or change the rules in an organization

           Think hybrid . . . Open source approaches can be more powerful when paired with 
             conventional approaches; blend your approach to a particular problem or issue

           Think globally . . . It’s virtual so there is a world of options available to the organization 
           Shut up and listen. . . always . . . and very carefully

Source: “Mitchell Baker and the Firefox Paradox”
by D. Freedman, INC. Magazine, February 2007       27 | © 2010 nGenera Corp. All Rights Reserved. 
Why Is Collaboration So Difficult For Many Organizations




         Because collaboration is discretionary …
         People have to want to do it
         You often can’t tell if they really are doing it
         It takes time and effort . . . and is personally hard
         It’s not always worth it
         It takes many forms
         Almost all the corporate etiquette and “unwritten 
         rules” of the culture discourage it




                        28 | © 2010 nGenera.  All Rights Reserved. 
Social outcomes
          (People, culture, behavior)


Organizational            Business
   Value                  needs
                          (Workflow)

          Activities
          (Technology)
Social Intent
Social
Activities
• Plenary introduction
• sessions

• Three small group sessions     • Whole team session to
• to develop and                 • consider:
  communicate                    • Alignment – the team
• a personal values-story          purpose, customer
• Given you are this person        dreams and nightmare
                                 • Values – realigning
  and these are your skills
                                   purpose based on
  and talents, what can you        customer input
  bring to this organization?    • Implications – barriers
• How does this link? (are         and challenges for action
  you doing what you wanted        planning
  to do when you grow up?)
• Are you in the right job and
  the right organization?
Role of HR

                                     Business
  Activities          Outcomes
                                     Impact


Social Recruiting   Organization Development
Social Learning     Talent Management
Alumni Management   Human Capital Management
etc                 etc
Questions

      Jon Ingham ‐ @joningham
Executive Consultant, Social Advantage 

Margaret Schweer ‐ @nGeneraInsight
VP, nGenera Insight / Moxie Software 

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Developing Collaborative Capacity Through People, Culture and Behavior

  • 1. People, Culture, Behavior #e2conf‐17 Jon Ingham ‐ @joningham Executive Consultant, Social Advantage  Margaret Schweer ‐ @nGeneraInsight VP, nGenera Insight / Moxie Software 
  • 2. People, Culture, Behavior Jon Ingham “Strategic HCM” / “Social Advantage”
  • 3.
  • 4. Shared Talent Speed Mindset Quality of Learning Accountability Collaboration Leadership • (Source: Dave Ulrich and Norm Smallwood, Why the Bottom Line Isn’t, 2003)
  • 5. Organizational Capabilities Core Competencies Competitive Positioning
  • 6. Organizational Capabilities Human Organization Social Capital Capital Capital
  • 7. Organizational Capabilities Social Capital Social Social Social Social Learning Innovation Collaboration Speed + Customer Service Relationship Capital Knowledge Management Engagement, Retention Employer Branding etc…
  • 8. Enterprise 2.0 Business Activities Outcomes Impact Social Capital
  • 9. Enterprise 2.0 People, Culture, Behavior Developing Collaborative Capacity Margaret Schweer, PhD Vice President,  nGenera Insight Santa Clara, November 9, 2010
  • 10. Collaboration Is Not a Baseball Game Even if you build a collaborative platform, they may not come … And even if they do come … “We’ve built a great deal of capability  but it only represents 1% of all the activity being done to create  real work because it’s not part of the flow of the work.” 10 | © 2010 nGenera.  All Rights Reserved. 
  • 11. Successful, Sustainable Collaboration Platforms  Have to Work for the Individual Is this easy to use? • Intuitive, with little or no learning  curve • Versatile design, allowing users to  adapt it for their specific use • Powerful search and filtering  technology • Single sign‐on • Integration with mobile technologies • Ability to create secure working  groups Does this help me do my job better? • Value based on saving time – useful content and the ability to connect and  communicate  • Incentives that align with knowledge‐sharing and platform use, including  having a stake, having a voice, having an impact, and having a community  bond 11 | © 2010  Tamara Erickson.  All Rights Reserved. 
  • 12. Successful, Sustainable Collaboration Platforms Are  Sustained by a Supportive Organizational Culture Organizations have their own rhythm for how  things get done, but enabling factors for  collaborative capacity include: • Highly engaged, committed employees • Existence of trust based relationships • Prevalence of networking opportunities • HR processes aligned with collaboration • Organizational philosophy supporting a  “community of adults” • Leaders with both task and relationship skills Collaboration is sustained not  • Productive and efficient behaviors and processes because of the technology  • Important and challenging tasks platform but because of  • Clearly defined individual roles and responsibilities organizational culture • Executives who model collaboration 12 | © 2010 nGenera.  All Rights Reserved. 
  • 13. Enabling Factors Existence of Trust‐Based Relationships Trust is essential for collaboration For most, trust develops through relationships Leaders must consciously architect the  development of relationships Make a significant investment in relationship‐ building through . . .   Physical architecture  Forums – sponsored events  Technology  Process design – induction processes,  rotations, career path designs 13 | © 2010 nGenera.  All Rights Reserved. 
  • 14. Building Trust Developing an Emerging Consensus Building Employee Trust at the Transportation Security Administration • Management developed a collaborative process and platform to solicit and  discuss ideas from the community of 43,000 employees • Starting with relatively simple issues as discussion starters, they advanced  to tackle complex and sensitive issues such as restructuring the employee  compensation scheme • TSA leaders found they could build trust through transparency into how  ideas are evaluated and why final decisions are reached 14 | © 2010 nGenera.  All Rights Reserved. 
  • 15. Enabling Factors HR Practices that Encompass Collaboration The simple truth – some people enjoy collaborating more than  others. Some are more likely to flourish in an environment that depends on  collaborative skills. Select  Are you careful who you let on the  bus? Train  Do you on‐board in a way that  supports collaboration? Promote  Are you careful who you promote?   What criteria are evident?  Do your promotion criteria favor  collaborative behavior? 15 | © 2008 nGenera. All Rights Reserved. 
  • 16. HR Practices Inviting an Honest Assessment of Fit • A four‐week training period immerses employees in the company’s  strategy, culture, and obsession with customers • After one week, employees are offered a $2,000 bonus if they agree  to quit that day • Logic: if you’re willing to take the company up on the offer, you don’t  have the sense of commitment Zappos is looking for 16 | © 2010  nGenera.  All Rights Reserved. 
  • 17. HR Practices Developing a Commitment to Collaboration To begin addressing the cultural  barriers around knowledge sharing: • Created a series of case studies  focused on real events in the  company’s past that illuminate  values, processes, and norms • Cases are discussed as part of  employee “on‐boarding” to promote  a better understanding of how the  company works and encouraging a  culture of knowledge sharing and  collaborative problem solving Source: “Boosting the Productivity of knowledge workers,” E. Matson and L. Prusak, 2010 17 | © 2010 nGenera Corp. All Rights Reserved. 
  • 18. Enabling Factors Organization Philosophy Supports “Community of Adults” The Collaborative Enterprise offers a different “contract” to those who perform  work Create employment practices consistent with a “Community of Adults”  Break work into projects  Stop measuring time  Reduce status‐based titles  Offer options – including options to do less  Make arrangements, including compensation,  transparent Performance management can break the bonds  of the old hierarchical systems, but does not  promote collaboration In general, compensation systems have no  discernable correlation with collaboration 18 | © 2010 nGenera.  All Rights Reserved. 
  • 19. Creating a Community of Adults The “Results‐Only Work Environment” • No fixed schedules, no mandatory meetings, no impression‐ management requirements and work‐life balance . . .  • ROWE judges performance on output instead of hours • Since implementation, key indicators show  Productivity is up by 35%  Average voluntary turnover is down dramatically  Employee engagement is up Source: “Smashing the Clock,” Business  Week, December 11, 2006 19 | © 2010  nGenera.  All Rights Reserved. 
  • 20. Creating a Community of Adults Determining What My Work is Worth • A program called “Up ‘n’ Down Pay” allows employees to manage  their own pay, flexibly • Provides compensation information for comparable jobs in the  company or industry • Has found that individuals almost always do so fairly based on the  information they are provided Source: “Leading by Omission,” Ricardo  Semler, MIT World video, September 22, 2005 20 | © 2010  nGenera.  All Rights Reserved. 
  • 21. Creating a Community of Adults Owning My Own Development • Social networking site • You identify 10 or so people you trust and from whom you’d like  to learn (receive “feedback” in the Gen Y sense) • You request feedback whenever . . . multiple times a day around  specific activities • The individual owns the feedback process 21 | © 2010 nGenera.  All Rights Reserved. 
  • 22. Enabling Factors Focus on Important and Challenging Tasks Important The ROI of  Collaboration  Challenging 22 | © 2010  nGenera.  All Rights Reserved. 
  • 23. Focus on Important and Challenging Established the “59 Councils” An Important and  Challenging Goal • Important goal: manage new businesses • Replaced its hierarchical decision‐making structure with 59 councils • Challenging conditions:  avoid the stagnation of hanging on in old  markets too long and not entering new markets nimbly, at the right time • CEO John Chambers: “a distributed idea engine where leadership  emerges organically, unfettered by a central command” Source: “Seeking Growth, Cisco Reroutes Decisions,” The Wall Street Journal, August 6, 2009; “Cisco CEO  John Chambers’s Big Experiment,” WSJ Blog: Digits,  August 5, 2009; “How Cisco’s CEO John Chambers is  Turning the Tech Giant Socialist,” Fast Company,  November 26, 2008 23 | © 2010 nGenera.  All Rights Reserved. 
  • 24. Enabling Factors Clarify Roles and Leave the Approach to the Team Collaboration is enhanced when the  work roles are structured clearly, but the  approach itself is left to the discretion  and creativity of the team Create role clarity   Design teams so that the roles and  responsibilities of all members are clearly  defined Allow task ambiguity  Describe tasks in ways that allow team  creativity 24 | © 2010  nGenera.  All Rights Reserved. 
  • 25. Clarify Roles and Responsibilities Guard Rails for Creativity Principles that Allow  Individuals to Act  • The P&G Principles, Values, and Purpose (PVP)  Initially:  To improve the lives of the world’s consumers  Revised:  To improve more lives in more places more completely • Because management is scrutinizing everyone’s actions against the  PVP, people are free to act Source:  Rosabeth Moss Kanter, speaking at  an nGenera Insight event,  April, 2010 25 | © 2010  nGenera.  All Rights Reserved. 
  • 26. Enabling Factors Executives Who Model Collaboration Leadership behavior has a significant  influence on the collaboration Role model collaborative behavior  Mentor effectively Support the creation of a “Gift Culture” in  which all participants give freely of their  time to help others learn Develop a new breed of leader 26 | © 2010  nGenera.  All Rights Reserved. 
  • 27. Executives who Model Collaboration The New Leadership Mantra   It’s ALL about the community . . . It may take longer, but it’s better to get buy‐in from  the community  Just ask, because few do . . . Volunteers able and willing to do more than you think  Lead by following . . . Managers are more powerful when they are “not leading”  Nurture renegades . . . Interesting innovative things happen when people are allowed to  break or change the rules in an organization  Think hybrid . . . Open source approaches can be more powerful when paired with  conventional approaches; blend your approach to a particular problem or issue  Think globally . . . It’s virtual so there is a world of options available to the organization   Shut up and listen. . . always . . . and very carefully Source: “Mitchell Baker and the Firefox Paradox” by D. Freedman, INC. Magazine, February 2007 27 | © 2010 nGenera Corp. All Rights Reserved. 
  • 28. Why Is Collaboration So Difficult For Many Organizations Because collaboration is discretionary … People have to want to do it You often can’t tell if they really are doing it It takes time and effort . . . and is personally hard It’s not always worth it It takes many forms Almost all the corporate etiquette and “unwritten  rules” of the culture discourage it 28 | © 2010 nGenera.  All Rights Reserved. 
  • 29. Social outcomes (People, culture, behavior) Organizational Business Value needs (Workflow) Activities (Technology)
  • 32. • Plenary introduction • sessions • Three small group sessions • Whole team session to • to develop and • consider: communicate • Alignment – the team • a personal values-story purpose, customer • Given you are this person dreams and nightmare • Values – realigning and these are your skills purpose based on and talents, what can you customer input bring to this organization? • Implications – barriers • How does this link? (are and challenges for action you doing what you wanted planning to do when you grow up?) • Are you in the right job and the right organization?
  • 33.
  • 34. Role of HR Business Activities Outcomes Impact Social Recruiting Organization Development Social Learning Talent Management Alumni Management Human Capital Management etc etc
  • 35. Questions Jon Ingham ‐ @joningham Executive Consultant, Social Advantage  Margaret Schweer ‐ @nGeneraInsight VP, nGenera Insight / Moxie Software