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Finding Your Meta-
Strategy
Somik Raha
Feb 18, 2015
ICT4SE, UC Berkeley
Let’s spend 10 minutes in silence.
Simply observe your thoughts and let them settle.
Make a list of metrics that measure what you’re really after
Metric What are you measuring?
Values as measures: Value functions, utility functions
Value-focused thinking: Distinguishing between means and ends
Values as norms: Cultural norms that are upheld in society and
organizations
Something else?
When you hear the term values, what are you
hearing?
There is a fourth kind of listening
Values as “meta-strategy”
What do you make of the distinction between how we treat others and our purpose?
“Our purpose for our business is essentially how we want this business to affect outsiders
while how we treat others (either in the company or those we work with) is the values with
which we want to run the business/our lives/our work ethic.” — Sita Kumar
What can brushing our teeth
teach us about values?
Systemic Value: Count of # times we’ve
brushed
Practical Value: Dental Hygiene
Intrinsic Value: Personal well-being
Let’s try it. Go back to your list. Is there anything that you think represents
what you were really after?
What can be counted does not really count.
What counts cannot really be counted.
The great poets of the world
speak of this
The one who confuses the label water for water is
naïve indeed. Repeating “water, water,” such a
one is destined to die of thirst.
Sufi poet, Zaheen Shah Taji
Note: He is criticizing the conflation of the label with the experience,
not the use of labels themselves
The great poets of the world
speak of this
Repeating “fire, fire” produces not a scratch on the lip
An ember on your lip will immediately burn it.
Sufi poet, Zaheen Shah Taji
Note: He is criticizing the conflation of the label with the experience,
not the use of labels themselves
Intrinsic values are about finding your
deepest values, and there are signs to
recognize them
Shake
Emotional
Silence
The small truth has words that are clear. The great truth has great silence.
..Rabindranath Tagore
Intrinsic values have a
quality of uniqueness
Test: Are most people likely to say “me too” for your intrinsic value? If yes, we
need to keep looking.
The focus here is on those values that stir you in an odd and unique way
Intrinsic Values are about what’s Sacred to you
“I recently read the book I Am Malala and was struck by a part of her
writing that I would label sacred service. She wrote that if she met
another Taliban like the one that shot her in the head, she would not
retaliate but tell them how important education was for all children.”
— Caitie
“Sacred Service makes one feel incredibly light. I feel this is something
that come from the deep innate desire of doing something good for
others. I feel I have received a lot of sacred service in the past.”
— Lisa Li
“In my work with public sector service providers, I occasionally met
people who had been in the "business" for decades and, still, diligently
'dotted the is and crossed the ts'. They did not feel it was hard and
believed that it was their higher calling.” — Asim
We got stuck while doing a
traditional DA consulting workshop
Our remit: Help us double our revenues from $500M to $1B
Three slides that went to the
board
Meta-strategy (purpose)
M&A Strategy
Check opportunity for fit with packaging “traits” Only if there is
fit, let’s look at the numbers
Quote from hard-nosed M&A expert: “I have never seen a soft
tool work this well”
Observation
• Human mind shuts down when faced with numbers
e.g. goals like double market share, revenues, etc.
• Creativity springs forth with inspiration e.g. Indian
branch story, going from $2M to $30M
Questions for you
• “The sacred service venture made me wonder if our venture needs
to be volunteer-based and not for profit. Or should it only be for a
fee that maintains the business.”
• “How do you measure how much social value you have created?
Would you say a company like Uber (solves transportation
problem for middle/upper income people in developed country) is
more valuable than a knowledge sharing platform for agricultural
workers in India? It's much harder to create the same amount of
value if you are serving people in developing countries. However,
it seems like providing the same product/service to developing
regions would make a bigger impact. How can ventures for
developing regions justify the amount of social value they
created?”
Associative Logic Error
Feynman’s Cargo Cult Science
Jainism
“Khuda Key Liye” - “For God’ Sake”
Non-Violence in Violence
Aikido
http://blog.aikidojournal.com/media/morihei-ueshiba-throwing-tada-575.jpg
http://www.aikidomiami.com/photos/Aikido//Ueshiba.gif
http://www.aikidowagga.com.au/media/uploads/AikG.jpg
A I K I D O = T H E WAY O F H A R M O N I Z I N G
W I T H T H E L I F E F O R C E
“Attacker” and “defender” are replaced by
“receiver” and “applier”
The technique is an excuse to experience oneness
https://www.youtube.com/watch?v=KihiVy0in4E
https://www.youtube.com/watch?v=QIv80U4BjRw
The technique is an excuse to experience oneness
Questions for you
• “How is it possible to do business and seek nothing
in return?”
• Extreme Variant: “How is it possible to fight without
a trace of hatred?”
Mahatma Gandhi
Satyagraha
Upliftment
of all
Truth
Head Heart
Habit
Sarvodaya
Daan
Upliftment
of all
Love
Head Heart
Habit
Sarvodaya
Vinoba Bhave
Bhoodan
Rurouni Kenshin
Question for us
“What is the best process for flushing out simplistic values
of a venture when it is a complex problem with a complex
solution?”
Value Mapping
Finding your meta-strategy
What in your offering is priceless?
Values of SmartOrg
Having fun
making
organizations
Smarter
People co-
creating
Magic
Prudential
Intrinsic
Systemic
Making a
Difference
that Matters
Amazing
Capabilities
Awesome
Software:
That inspires,
enables and
empowers
Professional
Experience:
Practical
knowledgeable
staff who can
do and coach
Thought
Leadership:
Show the way
to solve real
problems
Improve:
Build
Customer’s
Capability
Service:
Proactively
and
responsively
serve the real
need
Excellence:
High quality
practical
rigor
Great Relationships:
Among ourselves, with
vendors, with clients
Whole Person:
SmartOrg is where
personal passion
meets the
productive world
Situational
Leadership:
Follow & lead,
with responsibility
and
accountability
VALUES as NORMS
e.g. SmartOrg
Complete
Integrity:
Honesty, openness,
trust and
trustworthiness.
Ongoing
Learning:
Ongoing Personal,
Professional and
Team
Development
Impact:
Empowering
customers to achieve
their most important
objectives
Financial
Stewardship:
Sustain the
business and the
people in it
Prosperity
Performance:
Accomplishing
what we set out
to do
Enjoyment:
Work enlivens
Mapping your values (as
meta-strategy)
? ?
?
YOU
Head Heart
Habit
Great
Decisions Every
Time
Full Truth in Every
Opportunity
Agile Decision
Support Systems
Head Heart
Habit
The
professional
field you count
yourself in
You show up
and this shows
up
A goal that is
deeply inspiring
and an end-in-
itself for you
Find your purpose (meta-strategy)
is an act of deep listening
Things that have worked for me
You can be a friend to someone
Look for silence, emotion, shuddering
Test the values – if any one is missing, is something big
missing?
Look for uniqueness, not universality
The
professional
field you count
yourself in
Intellectual
Energy
Mapping your meta-strategy
? ?
?
YOU
Head Heart
Habit
You show up
and this shows
up
Unstoppable
Energy
A goal that is
deeply inspiring
and an end-in-
itself for you
Emotional
Energy
Couple’s Meta-Strategy
Hospitality
Welcoming
Spaces
Celebration
Head
Heart
Habit
John
M&A —> ? Healing
Detachment
Head
Heart
Habit
Mary
Before: Mary wondered about
helping John in his hotel business.
After: Mary is working on a
transition to becoming a
therapist
CEO’s Meta-Strategy
Energy
Efficiency
Ecosystem
Solutions
Visionary
Change
Head
Heart
Habit
Doug/
Retrofit Company
Vasper’s Meta-strategy
Intelligent
Exercise
Healing
like a child
BioMimicry
Head Heart
Habit
Vasper Systems
Apple’s Meta-strategy
Remove
Drudgery
Support rebels
who want to change
the world
Zen Minimalism
Head
Heart
Habit
Apple
Google’s Meta-strategy
Organize
world’s
information
Improve Lives
Machine
Learning
Head Heart
Habit
Google
Shin-gi-tai
Thanks to Kentaro Nakamichi
In Summary
• Values as Meta-Strategy is upstream of all practical
considerations
• This is about the mountain you want to climb (distinct from
how you want to walk on the road)
• The highest given in a decision



e.g. We commit to strategic fit 

(safe, natural, etc.)
• All economic value calculations are

Systemic values
Given
Current
Future
“How do you extend the values to your peers? How do you
instill the values in people you hire? How do you internalize
these values without flaunting them publicly to attract
attention?”
Systematizing to get to the value
is essential, but it is not the value
Systems drive action. (police story)
Public Safety
Dignity of
Client
Education
Head
Heart
Habit
SUDPS
Somik’s lens on SUDPS
SYSTEM: Hire highly educated people who resonate with
“dignity of client”
What’s your music?
Under the sky studded with the sun and myriad stars, In a
universe throbbing with life, I've received my little space. In
sheer wonder, music springs from the depths of my soul.
…Rabindranath Tagore
1. Pair with someone from a team other than yours.
2. Speaker: Share deeply on what is deeply important

Listener: Listen deeply to the sharing. Parse heart and
habit (ignore head for now)
Let’s try mapping your venture’s meta-strategy
How do you know you’ve found something intrinsic?
Silence, emotional, shaking
HEAD: Intellectual Energy (ignore for now)
HEART: Emotional Energy
HABIT: Unstoppable Energy

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Finding your Meta-Strategy

  • 1. Finding Your Meta- Strategy Somik Raha Feb 18, 2015 ICT4SE, UC Berkeley
  • 2. Let’s spend 10 minutes in silence. Simply observe your thoughts and let them settle.
  • 3. Make a list of metrics that measure what you’re really after Metric What are you measuring?
  • 4. Values as measures: Value functions, utility functions Value-focused thinking: Distinguishing between means and ends Values as norms: Cultural norms that are upheld in society and organizations Something else? When you hear the term values, what are you hearing?
  • 5. There is a fourth kind of listening
  • 6. Values as “meta-strategy” What do you make of the distinction between how we treat others and our purpose? “Our purpose for our business is essentially how we want this business to affect outsiders while how we treat others (either in the company or those we work with) is the values with which we want to run the business/our lives/our work ethic.” — Sita Kumar
  • 7. What can brushing our teeth teach us about values? Systemic Value: Count of # times we’ve brushed Practical Value: Dental Hygiene Intrinsic Value: Personal well-being
  • 8. Let’s try it. Go back to your list. Is there anything that you think represents what you were really after? What can be counted does not really count. What counts cannot really be counted.
  • 9. The great poets of the world speak of this The one who confuses the label water for water is naïve indeed. Repeating “water, water,” such a one is destined to die of thirst. Sufi poet, Zaheen Shah Taji Note: He is criticizing the conflation of the label with the experience, not the use of labels themselves
  • 10. The great poets of the world speak of this Repeating “fire, fire” produces not a scratch on the lip An ember on your lip will immediately burn it. Sufi poet, Zaheen Shah Taji Note: He is criticizing the conflation of the label with the experience, not the use of labels themselves
  • 11. Intrinsic values are about finding your deepest values, and there are signs to recognize them Shake Emotional Silence The small truth has words that are clear. The great truth has great silence. ..Rabindranath Tagore
  • 12. Intrinsic values have a quality of uniqueness Test: Are most people likely to say “me too” for your intrinsic value? If yes, we need to keep looking. The focus here is on those values that stir you in an odd and unique way
  • 13. Intrinsic Values are about what’s Sacred to you “I recently read the book I Am Malala and was struck by a part of her writing that I would label sacred service. She wrote that if she met another Taliban like the one that shot her in the head, she would not retaliate but tell them how important education was for all children.” — Caitie “Sacred Service makes one feel incredibly light. I feel this is something that come from the deep innate desire of doing something good for others. I feel I have received a lot of sacred service in the past.” — Lisa Li “In my work with public sector service providers, I occasionally met people who had been in the "business" for decades and, still, diligently 'dotted the is and crossed the ts'. They did not feel it was hard and believed that it was their higher calling.” — Asim
  • 14. We got stuck while doing a traditional DA consulting workshop Our remit: Help us double our revenues from $500M to $1B
  • 15. Three slides that went to the board Meta-strategy (purpose)
  • 16. M&A Strategy Check opportunity for fit with packaging “traits” Only if there is fit, let’s look at the numbers Quote from hard-nosed M&A expert: “I have never seen a soft tool work this well”
  • 17. Observation • Human mind shuts down when faced with numbers e.g. goals like double market share, revenues, etc. • Creativity springs forth with inspiration e.g. Indian branch story, going from $2M to $30M
  • 18. Questions for you • “The sacred service venture made me wonder if our venture needs to be volunteer-based and not for profit. Or should it only be for a fee that maintains the business.” • “How do you measure how much social value you have created? Would you say a company like Uber (solves transportation problem for middle/upper income people in developed country) is more valuable than a knowledge sharing platform for agricultural workers in India? It's much harder to create the same amount of value if you are serving people in developing countries. However, it seems like providing the same product/service to developing regions would make a bigger impact. How can ventures for developing regions justify the amount of social value they created?”
  • 19. Associative Logic Error Feynman’s Cargo Cult Science Jainism “Khuda Key Liye” - “For God’ Sake” Non-Violence in Violence Aikido
  • 23. A I K I D O = T H E WAY O F H A R M O N I Z I N G W I T H T H E L I F E F O R C E
  • 24. “Attacker” and “defender” are replaced by “receiver” and “applier”
  • 25. The technique is an excuse to experience oneness
  • 28. The technique is an excuse to experience oneness
  • 29. Questions for you • “How is it possible to do business and seek nothing in return?” • Extreme Variant: “How is it possible to fight without a trace of hatred?”
  • 30. Mahatma Gandhi Satyagraha Upliftment of all Truth Head Heart Habit Sarvodaya Daan Upliftment of all Love Head Heart Habit Sarvodaya Vinoba Bhave Bhoodan
  • 32. Question for us “What is the best process for flushing out simplistic values of a venture when it is a complex problem with a complex solution?”
  • 33. Value Mapping Finding your meta-strategy
  • 34. What in your offering is priceless?
  • 35. Values of SmartOrg Having fun making organizations Smarter People co- creating Magic Prudential Intrinsic Systemic Making a Difference that Matters Amazing Capabilities Awesome Software: That inspires, enables and empowers Professional Experience: Practical knowledgeable staff who can do and coach Thought Leadership: Show the way to solve real problems Improve: Build Customer’s Capability Service: Proactively and responsively serve the real need Excellence: High quality practical rigor Great Relationships: Among ourselves, with vendors, with clients Whole Person: SmartOrg is where personal passion meets the productive world Situational Leadership: Follow & lead, with responsibility and accountability VALUES as NORMS e.g. SmartOrg Complete Integrity: Honesty, openness, trust and trustworthiness. Ongoing Learning: Ongoing Personal, Professional and Team Development Impact: Empowering customers to achieve their most important objectives Financial Stewardship: Sustain the business and the people in it Prosperity Performance: Accomplishing what we set out to do Enjoyment: Work enlivens
  • 36. Mapping your values (as meta-strategy) ? ? ? YOU Head Heart Habit Great Decisions Every Time Full Truth in Every Opportunity Agile Decision Support Systems Head Heart Habit The professional field you count yourself in You show up and this shows up A goal that is deeply inspiring and an end-in- itself for you
  • 37. Find your purpose (meta-strategy) is an act of deep listening Things that have worked for me You can be a friend to someone Look for silence, emotion, shuddering Test the values – if any one is missing, is something big missing? Look for uniqueness, not universality
  • 38. The professional field you count yourself in Intellectual Energy Mapping your meta-strategy ? ? ? YOU Head Heart Habit You show up and this shows up Unstoppable Energy A goal that is deeply inspiring and an end-in- itself for you Emotional Energy
  • 39. Couple’s Meta-Strategy Hospitality Welcoming Spaces Celebration Head Heart Habit John M&A —> ? Healing Detachment Head Heart Habit Mary Before: Mary wondered about helping John in his hotel business. After: Mary is working on a transition to becoming a therapist
  • 41. Vasper’s Meta-strategy Intelligent Exercise Healing like a child BioMimicry Head Heart Habit Vasper Systems
  • 42. Apple’s Meta-strategy Remove Drudgery Support rebels who want to change the world Zen Minimalism Head Heart Habit Apple
  • 45. In Summary • Values as Meta-Strategy is upstream of all practical considerations • This is about the mountain you want to climb (distinct from how you want to walk on the road) • The highest given in a decision
 
 e.g. We commit to strategic fit 
 (safe, natural, etc.) • All economic value calculations are
 Systemic values Given Current Future
  • 46. “How do you extend the values to your peers? How do you instill the values in people you hire? How do you internalize these values without flaunting them publicly to attract attention?”
  • 47. Systematizing to get to the value is essential, but it is not the value Systems drive action. (police story) Public Safety Dignity of Client Education Head Heart Habit SUDPS Somik’s lens on SUDPS SYSTEM: Hire highly educated people who resonate with “dignity of client”
  • 48. What’s your music? Under the sky studded with the sun and myriad stars, In a universe throbbing with life, I've received my little space. In sheer wonder, music springs from the depths of my soul. …Rabindranath Tagore
  • 49. 1. Pair with someone from a team other than yours. 2. Speaker: Share deeply on what is deeply important
 Listener: Listen deeply to the sharing. Parse heart and habit (ignore head for now) Let’s try mapping your venture’s meta-strategy How do you know you’ve found something intrinsic? Silence, emotional, shaking HEAD: Intellectual Energy (ignore for now) HEART: Emotional Energy HABIT: Unstoppable Energy