17 May 2011

Views on the Future of Corporation

Even though this video is a year old (which is, like, fo'evah in Internet ticks...), the notions from various Silicon Valley entrepreneurs and thinkers are interesting, instructive, and possibly offer some inspiration (and even more possibly, some hope). People like John Hagel of the Deloitte Center for the Edge, David Weekly of PBWorks, Brian Phillips, formerly of Thread.com, Jerry Michalski of sociate.com, and Dan Olsen of yourversion.com relate their observations from the midst of the UCaPP transformation of organizations with a number of aspects of figure - stuff that we can notice. What strikes me about how each of these men (notably, no women!) relate their experiences is how consistent they all are with the ground of the UCaPP organizational transformation, which is in my view, Valence Theory (big surprise, right? :)

As many of you know, I am not big at all (to say the least) on emulating so-called best practices. At best, it leads to happenstance success without the understanding and learning that makes success sustainable. At worst, it is like taking someone else's prescription for an ailment not completely understood or diagnosed. Nonetheless,  suggestions and ideas that are consistent with balancing the five valence relationships are not a bad thing to do, so long as one does it with mindful appreciation for, and reconnection with, fundamental human interactions.

As it turns out, this happens to be the major theme of my keynote at the Cybergarden 2011 Conference, Transgressing the senses: Culture, technology, and technomind, later this week in Katowice, Poland.

13 May 2011

Great Customer Service, Great Salsa Shoes

It isn't often that I have the opportunity to write about great customer service - I'm more often ranting about misadventures of clueless BAH organizations like Sympatico. So, it's a real pleasure to relate my experience with Giancarlo Gabellini of Gabellini Dance Shoes.

Many of my regular readers (and friends) know that I'm an avid salsa dancer, one of the Salsa Dealers at Salsaholics Anonymous, and one of the organizers and host of Toronto's weekly, free, outdoor salsa party, Sidewalk Salsa (every Thursday evening from 21:15 to 23:30 at the south-east corner of Bloor and Spadina, from May through October). Based on the recommendation of Anthony Persaud, a few years ago I tried a pair of Gabellini dance shoes for my teaching and practice and found them to be outstanding - the right balance of support and flexibility, well constructed, and offering just the right mix of traction and spin with their suede soles. Having nearly worn out my first pair, I ordered another two pairs, one white pair for teaching and practice, another black pair (a nicer looking style) for "going out." Because of what seems to have been perhaps a bad batch of suede from the supplier, the sole on the "going out" pair wore down to leather and separated from the shoe very prematurely.

When I wrote to Giancarlo, he immediately responded with the suggestion to have the shoes repaired locally (and he offered to subsidize part of the cost). Moreover, he contacted all of the other purchases of that particular model of shoe to alert them to a possible quality control problem with the suede, and checked up on the manufacturer to request a higher-quality, thicker sole on all future orders. That's the type of attention to customer service that not only ensures repeat business, but merits endorsement and your patronage.

I love my Gabellini shoes (albeit in a different way than I love my favourite partner!). More important I love the way Giancarlo takes care of his customers. If you're a salsa dancer looking for a great shoe for practice, and especially if you're a male dancer looking for great shoes for dress, you can't go wrong with Gabellini Dance Shoes.

04 April 2011

Leadership in Complexity - Introductory Seminar Next Monday, April 11

You probably don't need me to tell you that the world is a complex place, and assuming the role of organizational leader is, among other things, challenging. Navigating amidst the complex ebbs and flows of what seems to be a perpetual sea of the unexpected is, nonetheless, the order of the day for organizations, their leaders, and indeed all of their constituent members.

As Marshall McLuhan so aptly observes in his book, Laws of Media,
As the information that constitutes the environment is perpetually in flux, so the need is not for fixed concepts but rather for the ancient skill of reading that book, for navigating through an ever uncharted and unchartable milieu. Else we will have no more control of this technology and environment than we have of the wind and the tides.
"Uncharted and unchartable" sort of sums it up, doesn't it? In my work with organizational leaders, the complexity challenge appears to be threefold:
  • To be able to perceive the complexity of the environments with which we have to deal;
  • To be able to focus appropriately on the critical factors that influence complex relationships;
  • To be able to resolve the tension between intention (i.e., planning and execution), and emergence.
Next Monday evening, April 11, from 17:30 to 21:00, I will be offering a public, introductory seminar on Leadership in Complexity that addresses these three issues with some very practical tools and techniques. The seminar is sponsored by the Canadian Organization Development Institute, and will be held in Toronto, at OISE, 252 Bloor Street West, Room 12-199. The cost is only $10, and you can register here.

If you are, or know of, a leader who would like to gain a better understanding of some of the issues, I invite you to join me and other leaders and organization development practitioners for a couple of hours of fish stories, Emergence Brainstorming, and Tactility. For more information, you can download the brochure, or just sign up and come out!

Update: (11 April 2011): Thanks to everyone who came out and played with us - it was a wonderful crowd and a more-than-full room. For those who are interested here are my notes from the presentation.

What Slutwalk Can Teach Organizational Leaders

Today was the inaugural Slutwalk Toronto, and by all accounts, it was a great success. Slutwalk Toronto was spawned by some rather unfortunate – some would say uninformed and downright stupid – comments made by Toronto PC Michael Sanguinetti, namely that “women should avoid dressing like sluts in order not to be victimized.” Even though he prefaced his outrageous comment by admitting that he probably shouldn’t say it, and the Toronto Police Service has officially apologized, it’s actually a Really Good Thing that PC Sanguinetti was explicit about his deeply held beliefs. It’s a Good Thing because it makes the entire issue of stereotypical attitudes towards sexual assault, and the blame-the-victim mentality that pervades the Police Service discussable. It’s a Good Thing because anything that helps society initiate conversations about sex positivity, acceptance, and the boundaries of consent is welcome and needed. And, it’s a Good Thing because the Toronto Police Service’s bureaucratic response to the emergent Slutwalk organization is highly illustrative of a lesson that can be learned by all leaders among all organizations. I’ll get to that in a minute.

First, for the record, here are the ten reasons why I joined with sisters and brothers (and other self-identified gender relations) in Slutdom and walked today:
  1. Because women have the right to be safe. Period.
  2. Because all people, irrespective of their gender, sexual orientation, or sexual preferences and proclivities have the right to be safe. Period.
  3. Because no one "deserves to" or "asks to" be raped under any circumstances.
  4. Because it is time that men in positions of authority come to terms with the fact that women are sexually assaulted irrespective of what they are wearing, where they are, or what they are doing as sexual assault is, first and foremost, a weapon of power and violence.
  5. Because blaming the victim of any crime is wrong.
  6. Because blaming the victim of rape is an especially pernicious repeat act of violence.
  7. Because characterizing men as slaves to their supposed unbridled sexual desire is demeaning.
  8. Because those charged with enforcing the law cannot be allowed to hold biases that impede their ability to do their jobs.
  9. Because it is beyond time for us as a society to finally grow up and stop considering sexuality as we did back in junior high.
  10. Because Slutwalk should not be necessary, yet it is.

When confronted with PC Sanguinetti’s faux pas, the TPS apologized, as one would expect they would. According the CBC’s reportage, “when the story first broke in January, Toronto police Chief Bill Blair said Sanguinetti's comments highlight a ‘training issue’ in the force. ‘If that type of, frankly, archaic thinking still exists among any of my officers, it highlights for me the need to continue to train my officers and sensitize them to the reality of victimization,’ he said.”

Indeed. A training issue. But what we heard today at the rally is that there is considerable training being done by the TPS in this topic. Some nine seminars—probably with quizzes! What’s wrong with this picture is that the seminars themselves are delivered by police officers who have themselves been enculturated in the police culture, mindset and worldview. What’s wrong with this picture is that the training materials were not developed by people who themselves have adequate training in issues of sexual violence, survivor psychology, managing women in traumatic crisis post-rape, or even adult education! And when confronted with these relatively easy-to-understand deficiencies, the Toronto Police Service responds by merely pointing to what they are already doing, as if accomplishing the training itself is the desired effect.

BAH organizations, like the Toronto Police Service, manage according to measurable outcomes to satisfy a plan that accomplishes the objectives or primary purpose of the organization. To the TPS, “serving and protecting” the public means that officers have to be adequately trained. Adequately trained means that officers are ordered to attend a certain number of classes, and must demonstrate that they have adequately learned the material (through a measurable means, like taking a test or performing a skill). At that point, the TPS has achieved (one of) its objectives, and the leadership have done their job. Sanguinetti’s lapse clearly indicates that he needs additional training—or perhaps he was simply too busy thinking about “sluts” in provocative evening wear during that part of the seminar (as they used to say in the old radio show, "who knows what evil lurks in the heart of men?"). That the training itself might be inadequate simply cannot be the cause, because that would lay an accusation of incompetence on the senior leadership. Worse still, is the possibility of revealing the complete failure of the basic premise of BAH organizations like the TPS: the fundamental philosophy that objectives are achieved through specific outcomes; outcomes are measurable and their completion can be planned; the success of the organization depends exclusively on the success of executing the plan; and, any failure of that success is a failure of the organization’s senior leadership for whom dire consequences await.

Either way, the leadership is at fault, and that simply cannot be.

But here’s the thing: BAH organizations that achieve success through executing plans to accomplish specific outcomes that achieve objectives are great in complicated environments. Policing isn’t complicated. Policing is complex. In fact, most organizations do not exist in complicated business, market, and human environments. They exist in a world filled with seemingly intractable challenges, unexpected occurrences, and unpredictability at every turn. In other words, they exist in a world of complexity.

In complexity, specific outcomes are unpredictable because they are emergent, based on a large number of uncontrollable – not to mention unexpected – factors. However, we can anticipate the nature of the effects of the things we do based on the nature of the relationships that exist among the various elements at play. It’s really pretty simple when you get right down to it:
BAH organizations manage for outcomes.
UCaPP organizations manage for effects.
That's why UCaPP organizations do so much better when faced with complexity
With this understanding, it’s clear why the Toronto Police Service believes it’s doing a reasonably good job in training (most of) its officers, and why the thousands of people who marched today at Slutwalk Toronto beg to differ. It’s equally clear that because the TPS manages for outcomes, it will never be able to actually enable and bring about the effects for which they sincerely believe they are striving: effects like actually creating a safer Toronto for all of its citizens; effects like enabling women who are sexually assaulted to feel empowered to come forward and report those crimes without feeling victimized by the police themselves; effects for which the measurable proxy of “officer training hours per year” will necessarily remain woefully inadequate.

*    *    *

If you are, or know of, a leader who would like to gain a better understanding of some of the issues surrounding Leadership in Complexity, I am giving a public introductory seminar sponsored by the Canadian Organization Development Institute next Monday evening, April 11 from 17:30 to 21:00 in Toronto, at OISE, 252 Bloor Street West, Room 12-199. The cost is only $10, and you can register here.

24 March 2011

Advice for the Leader-lorn: Questioning questioning

“Advice for the Leader-lorn” is an irregular series in which Dr. Mark answers your leadership questions. If you have a thorny leadership situation that you’d like Dr. Mark to address, send your question to Dr. Mark.

Today’s question comes from M.D., who asks, “There’s that old lawyer adage, ‘never ask a question for which you don’t already know the answer.’ As a manager, my staff expect me to provide direction and inspiration, but I don’t want to appear to be overly directive. So, I ask a lot of questions which are typically aimed to make them think about options and alternatives that I want them to consider. However, lately, I’m torn because on the one hand, I don’t want to appear to be unknowledgeable, but on the other, I feel that I’m not uncovering all the information I need to make decisions. How can I change my style of questioning without my people losing respect for me because I suddenly ‘don’t know” what they think I’m supposed to know?

This is an important question, M.D., and thanks for having the courage to ask it. Many leaders believe that, by virtue of their position, they are expected to see all, know all, and make the right decision—every time. It seems that we have evolved into living the myth of the omnipotent and omniscient leader. At one time – especially in the hierarchy of guilds – it was more-or-less true that one attained a senior position, and earned the privilege and respect that came with it, by virtue of one’s technical skill, expertise, and ability to mentor apprentices and journeymen. This idea morphed into the concept of the “lead hand” in the factory environment, later becoming the phenomenon of the highly expert individual contributor being promoted to supervise or manage their department.

As the practice of management itself became professionalized, mostly since the 1960s, the expectation that the manager or executive would have complete knowledge of their department persisted. Cartoons like Dilbert reinforced the idea that subordinate workers who actually knew more than their “pointy-haired boss” could do a better job of managing, especially when said boss masqueraded their lack of knowledge. And largely because of the latter, the former is often made true!

There is another adage that comes from the world of continuous process improvement via Professor Kaoru Ishikawa that may prove useful: “Each person is the expert in his or her own job.” By separating the notions of technical expertise from managerial – or even better, leadership – expertise in your own mind, you can begin to feel more secure in what you do, and enable your staff to develop their own sense of autonomy and mastery in what they do. Such a separation may feel like you are ceding some degree of control; if it does, you're on the right track!

The perception of giving up control – and a leader’s mostly futile and counter-productive desire to hold onto control at almost any cost – is often at the heart of directive, as opposed to inquisitive questions. Great leaders can inspire autonomy and mastery among their staff – in other words, give up a large measure of control – in favour of creating environments in which innovation and new ideas flourish. For the leader, this means authentically living in a space of inquiry, in which, as Marshall McLuhan observes in his book, Take Today, “Discovery comes from dialogue that starts with the sharing of ignorance.” Such leaders inevitably find two things: First, such discoveries, more often than not, increase the space of alternatives thereby enabling the leader to make more effective decisions. And second, their people come to respect their leader even more, since genuinely seeking their advice increases their sense of Economic-ba (that is, feeling valued); leading with  humility while providing strong referent leadership are highly respected in the UCaPP world.

13 March 2011

The Inner and Outer Aspects of Sustainability

The Oxford Leadership Journal has a worthwhile article in the current issue by Sara Schley: Sustainability: The Inner and Outer Work. In it, she describes how even those organizations that subscribe to the notion of a “triple bottom line” - success determined equally though economic, social, and ecological measures - are often not recognizing the integration that is required among these elements. She explains how an intense focus on achieving triple-bottom-line results may actually be counterproductive, drawing people away from practices necessary to achieve holistic success:
First, the way that most people operate with the triple bottom line ignores the real synergy among its three dimensions – social, economic, and ecological. In practice, efforts tend to be fragmented; companies institute “social policies,” “green practices,” and financial reporting systems without ever linking them together.

The second reason that a focus on the triple bottom line alone isn’t enough is that it allows people to ignore the “inner work” – the personal practices and disciplines that provide the perspective and internal stability needed to make a difference in the long run. The very ideals and aspirations that lead people to an interest in sustainability can also drive people into a frenzied cycle of “fixes,” actions, and imperatives, ultimately leading to wasted efforts and burned-out people.
She goes on to explore the ways in which inner work - contemplative practices and awareness of the emotional connections and effects we create among our various decisions to act - provides the appropriate guidance needed to be truly effective in achieving an integrated, triple bottom line. The important thing to recognize about living in a complex world is the fractal nature of these effects: to accomplish a healthy, triple bottom line for our organizations, we each, individually, must remain committed to achieving a healthy, triple bottom line for ourselves and those whom we touch. That, of course, is the essence of tactility.

09 March 2011

Advice for the Leader-lorn: Compassionate or Responsible – Which to Choose?

“Advice for the Leader-lorn is an irregular series in which Dr. Mark answers your leadership questions. If you have a thorny leadership situation that you’d like Dr. Mark to address, send your question to Dr. Mark.

Today’s question comes from Brazen Careerist member, J.S., who posts, “When in conflict [i.e., conflicted over which alternative to choose], which do you want your leadership to be: responsible or compassionate?

A challenging question, J.S.! When a leader confronts opposite polarities for a decision that appear to pit “being compassionate” against “being responsible” in the leader's mind, one is almost automatically moved to ask questions like, “being compassionate towards whom in what context?” and, “being responsible to whom or to what objective in which context?” The answers to such questions are never obvious; nor are they easy. So what is important to do is to understand the context within which the polarity itself takes on useful meaning, which is distinctly different than simply asking the context of the decision itself.

The polarity exists as a polarity in the leader’s mind only relative to a particular frame of meaning. In this case, the polarities of compassion versus responsibility may gain useful meaning when framed in ethical terms; that, in turn, suggests checking in with individual, role, and overarching organizational values. First, one must do a values check with respect to the organization of which the leader is a leader, and a value check of the leader's intrinsic personal values. Notably, the leader’s intrinsic values as a person may not necessarily coincide with those of the assumptive role of “leader.” It is often the case that people – particularly in BAH organizations – will assume a set of behaviours and attitudes that they believe are consistent with an extrinsic expectation of the leader role. That, in part, is why otherwise good people do what turn out to be some very bad things. If there is a misalignment among the organization’s values (your organization has had this “values” conversation among its members, right?), the values of the leadership role, and the values held by the individual who occupies that role, then what you have is a mess—and importantly, no basis from which to be able to come to an appropriate decision.

When it comes to alignment of values, the leader must first be a whole human being, because without that grounding, there can be no ethical foundation for leadership; hence, there is no foundation for effective leadership in a contemporary context. The organization as an entity must understand its collective values, to ensure they are aligned with the whole values of its constituent members (specifically, all those whom the organization touches, which comprise more than those who show up for work at 9 a.m., and those entered in the accounting system).

Assuming there is consistency (more or less) in this intrinsic organizational values check, the next move is to appeal to the organization’s “Effective Theory of Action.” That is, the leader must consider the question, “will the decision have the effects that are consistent with those the organization intends?” (also known as the organization's tactility – whom it wants to touch, and how it wants to touch them). An organization’s tactility can be expressed via the five valence relationships that bind an organization’s diverse member constituencies—economic, socio-psychological, knowledge, identity, and ecological, with no one valence having precedence over any other, that is, an organization ideally strives for balance.

With this dual framing in terms of values and tactility, finding an appropriate and effective course of action that respects both polarities of being compassionate and being responsible should be either relatively straight-forward, or at the very least, rendered “discussable” and sufficiently well-framed to engage appropriate members in a useful conversation.

26 February 2011

Lessons From Wisconsin

Governor of Wisconsin, Scott Walker’s, vicious attacks on public sector labour unions are apparently dividing public opinion in the state, and further hardening the polarized divisions (no, not a snide reference to the state’s weather) that serve the private interests of major Tea Party backers. That this entire episode is a cynical, political manipulation that has no intention of serving the authentic and legitimate interests of the people of Wisconsin has recently come to light.

Before I continue, I need to state a disclaimer: I am anti-union in any reasonable workplace. I am also anti-management in any reasonable workplace. Both traditional labour unions and traditional command-and-control, legitimated management (with its associated privilege) are obsolescent artefacts of a prior era, in my opinion.

Now, with that out of the way let me state a truism:
Management create the unions they deserve;
Unions create the management they deserve.
Oppressive, dysfunctional workplaces that are held together by the letter of the collective agreement are always predicated on the ideation of a privileged management keeping unionized workers at bay, rather than a more contemporary ideal of collaborative engagement amongst all members of a workplace, creating a multi-valence incentive for workers to have more skin in the game than merely their pay cheque. One of the most salient, and little noticed, observations that came out of the recent bailout of the auto companies was the realization by union leaders that they now had to take on some of the reality responsibilities formerly delegated upwards to management, and they didn't like it. Why not? Creating such a holistic engagement with the organization compromised union leaders’ ability to make demands solely for the benefit of one privileged class – the unionized workers – over other classes, namely, all of the organization’s other constituencies. This realization illustrates a key point: to create engaged and committed workers, and interested (notably not self-interested) management, all of the organization’s constituent parties must equally and equitably participate in creating a truly collaborative environment, based on commonly constructed and emergent values, and a shared sense of the organization’s tactility.

What’s happening now in Wisconsin is a travesty. A privileged class takes out their supposed fiscal frustration on an underclass, falsely blaming the underclass for structural failings that the privileged themselves created. In response, the underclass is forced to protest, looking like a mob while the elites can claim the so-called high road of supposed fiscal responsibility. What is happening reinforces the apparent necessity for militant, union-vs-management confrontations, widens the gap between privileged and marginalized, polarizes the population, and necessarily increases the level of dysfunction and malicious compliance among organizations. Governor Scott Walker is wrong! wrong! wrong! and not because unions are de facto good, bad, or indifferent. He is wrong because, in the name of fiscal prudence, he is destroying the fabric of organizational effectiveness for the people of Wisconsin through an artificially forced polarization of issues, and his unwillingness to be reasonable himself in favour of cynical, partisan political ends that serve only the American oligarchy.

Although it may be easy to gratuitously criticize unions for their contributions to dysfunctional workplaces, I formed my opinions concerning the obsolescence of unions in reasonable, contemporary workplaces based on my research and writing on Valence Theory. I will admit that my visceral response to union dysfunction was informed during my graduate work, when I was forced to participate in a single-voice union whose radical politics were partially funded by my earned income. This was in a “workplace” that, in fact, was an academic environment in which the “employer” comprised our professors and academic supervisors, our “wage” was our university-provided graduate stipend, and our “benefits” were those afforded to all graduate students, irrespective of whether they had a union “job” or not. What the union sought to do was divide the students, seeking privilege for one class of students – those whom the union represented – while giving a big F! YOU to another. (Many graduate students at OISE were excluded from certain extended health benefits for years because the union provided benefits to its members who consistently blocked the referendum that would extend benefits to all students.)

In other words, a case of a privileged elite keeping everyone else down for their own benefit. Sound familiar? Unions and management are essentially mirror images of each other in almost every workplace. Reflect on this observation when considering closer to home (in my case, Toronto) issues such as eliminating city worker unions through service outsourcing, or how Bob Kinnear and his Amalgamated Transit Union 113 with its texting, sleeping, and sometimes downright hostile operators (not all of them – there are many fine and conscientious TTC operators) are a Frankenstein-like creation of TTC management, commissioners, and Toronto City Hall.

Unions are essential when the workplace would otherwise deal unfairly and inappropriately with the people who constitute them. Management who might want to eliminate unions can effectively and successfully accomplish this laudable goal by ceding their own power and authentically engaging all workers in participatory management and leadership practices.

15 February 2011

Leaderless, Not really. Emergent Leadership, Yes. Complex, Referent Leadership, (In)definitely!

Tunisia’s uprising and Egypt’s revolution, as well as the growing public unrest and heroic demonstrations elsewhere in the generally totalitarian-ruled Middle East, are often described as leaderless. Unlike, say, the Russian Revolution that helped define geopolitics in the modern era, there are no equivalents to Bolsheviks in Tunis, Cairo, Tehran, or Sana’a (Yemen); no Lenin or Trotsky out in front of the people spurring a disaffected proletariat to rise up against a privileged bourgeoisie. Contemporary technology that enables a UCaPP world has been both overly credited and debunked as a causal factor. Nonetheless, the use of so-called social media has loomed large in both the collective imaginations of the Western public and the conventional massmedia as a key influencer in what appears to be the characteristic attribute of contemporary revolutionary movements—that they seem to be without leaders.

University of Maryland sociology professor, Zeynep Tufekci, has a stellar analysis of the sociological factors of network-enabled revolutions, and why they don’t stay leaderless for long; it’s well worth the read. In particular, she describes two common behaviours of collections of people – human nature, you might call it – of how some individuals emerge to acquire leadership positions (preferential attachment), and how these individuals, once comfortably ensconced in their privileged leadership position, do almost anything they can to retain their privilege (the Iron Law of Oligarchy): Basically, take an organization. Any organization. Stir a bit. Wait. Not too long. Watch a group of insiders emerge and vigorously defend their turf, and almost always succeed. Example one could be Western democracies.

A very similar phenomenon occurs in start-up companies that initially grow “organically” (by which I mean something very specific). There is an overarching feeling of shared vision, shared sensibilities, shared values, and shared volition to action. It is this shared-ness that provides the impetus for both a start-up organization to achieve its requisite critical mass to sustain its critical first few years, and for a revolution to achieve its requisite critical mass of popular support to sustain its first dictatorship overthrow. In an organizational context, I describe this shared-ness or collectiveness as ba, specifically, organization-ba:
As the ba-form relationships become more pervasive throughout an organization, and interact with more complexity among the members, a greater sense of collaborative community, with common sensibility, appreciation of context, and volition to action develops. This unity and coherence I describe as “organization-ba,” a pervasive, encompassing basho [metaphysical “place”] that is a crucial, if not determining, emergent property of UCaPP organizations. The connection to Adler and Heckscher’s description of collaborative community becomes clear if organization-ba is construed as Weber’s suggested “value rationality.” In this, an environment of organization-ba becomes the enabling cause that yields “contribution to the collective purpose, and contributions to the success of others” (Adler & Heckscher, 2006, p. 39)*.

Referent leadership emergent from amidst organization-ba is a beautiful thing. I argue that referent leadership is significantly stronger (that is, more influential, persistent, and motivational to the membership) than legitimated leadership could ever be—think Gandhi, Mandela, or King, for example. Nonetheless, there is the matter of oligarchy’s iron law to which Tufekci refers. Indeed, I observed this occurring in near real time in one of my research participant organizations. It occurs to me, however, that the so-called iron law is one of those sociological artefacts of a prior (i.e., pre-UCaPP) cultural epoch that became well-entrenched in modernity. Like the epochal changes that preceded our time, rusting away of this iron law will take some not-insignificant time—some three centuries by my estimation.  

But it is possible with deliberation and energy!

Although, realistically, there is a snowball’s-chance-in-the-Sahara that some sort of privileged, oligarchic leadership will not emerge in Egypt, transformation of traditional organizations towards emergent referent leadership, and the continuity of a start-up organization’s “special sauce” is indeed quite possible. Just as Weber’s iron cage of bureaucracy can be undone by his notion of Wertrationalität, sociology’s iron law of oligarchy can potentially be undone through organization-ba in the complex environment of an organization conceptualized in Valence Theory.

One more thing: We are now in the 167th year of the (roughly) 300-year transition from the prior cultural epoch – McLuhan’s Gutenberg Galaxy – to a fully UCaPP-realized world. A very few organizations are taking on increasing aspects of organization-ba to successfully become more-UCaPP organizations. Others are struggling to retain many of the UCaPP characteristics that originally made them great. Over the next fifty or so years, I fully expect the majority of organizations to become more UCaPP than BAH, as a generation of adults that never didn’t know the effects of massive interconnectivity take up their respective roles among workplaces around the world. Within the next century, I fully expect that there will be a popular political uprising against the oligarchic oppressions of traditional, Western democracy that will yield the very first instance of political governance based on complex, continually emergent, referent leadership. And that will truly be a beautiful thing indeed.

10 February 2011

What makes a Social Entrepreneur?

William Marre describes the differences between business entrepreneurs and social entrepreneurs. What occurs to me in listening to his passionate description is that, fundamentally, the differences in entrepreneurial approaches are consistent with the differences between BAH and UCaPP. Business entrepreneurs focus on developing and executing a deterministic plan, one that they will control and drive, guided by extrinsic evaluations and quantitative measurements. Social entrepreneurs, on the other hand, appreciate and harness the power of complexity, realizing that sustainable success in the contemporary world is often a matter of emergence and organic (read literally as living) growth. He expresses it like this:
It's a very sophisticated trial and error approach. You try a lot of things and discard what isn't working. You head for the green lights and the open doors. And you amplify what is working. And you're persistent over a long period of time.

You have to be passionate.
You have to be committed.
You have to be flexible.
You have to be very aware of what is working and what isn't.
And it has to be really worth it to you.

Most of all, they're unafraid to do something right now.
You can feel his passion and commitment as he speaks.



(Thanks, Raza Moghal!)

07 February 2011

Governing by Design

Seed Magazine has a thought-provoking article on the application of design principles to governance, as part of their "global reset" series. One paragraph in particular caught my eye concerning the "radical thinking, creative solutions, and collaborative action" required to address the complex and often intractable problems that face both the world at large, and organizations in transformation. I offer it as a challenge to UCaPP leaders to truly incorporate these practices, outlined in the Seed article, into their day-to-day business:
This design approach would be:
  • transparent (complex problems require simple, clear, and honest solutions);
  • inspiring (successful solutions will move people by satisfying their needs, giving meaning to their lives, and raising their hopes and expectations);
  • transformational (exceptional problems demand exceptional solutions that may be radical and even disruptive);
  • participatory (effective solutions will be collaborative, inclusive, and developed with the people who will use them);
  • contextual (no solution should be developed or delivered in isolation but should instead recognize the social, physical, and information systems it is part of);
  • and sustainable (every solution needs to be robust, responsible, and designed with regard to its long-term impact on the environment and society).
A useful guide for a leader's periodic self-reflection and check-in, to be sure!

29 January 2011

When UCaPP Companies Go BAH... and desperately try to halt the slide!

Some interesting juxtapositions apropos the subject line of this post: Over the past month or so - and especially over the past week, I've noticed some extended visits to my Valence Theory Wiki site from a certain search, video, blogging, and smartphone-OS-maker (among many other ventures) company who shall "Goo" nameless. And then, I noticed this cover story in the current issue of Businessweek. And finally, there was this nonsense posted by the creator of the fun distraction, Googlewhack, Gary Stock, in which a person clearly possessing a bureaucratic mindset had their judgment switch firmly in the "off" position (as required by all bureaucrats; some more senior person at the organization helped the administrator of Adsense come to his/her senses and subsequently retracted the ridiculous threat).

So how do I put all this together? In my research, I write about the nature of founder's-ba, the particular instance of coherent common sensibility, common values, common understanding, and common volition to action - collectively called organization-ba - that tends to be characteristic of start-up organization cultures. Among the key challenges for small organizations as they grow is to preserve the "special sauce," if you will, that engendered the greatness that is one of their hallmarks. Goog... err... the organization in question, had organization-ba in spades, and apparently manage to preserve it through some pretty substantial growth. But as any company increases its ranks with those who have been socialized in a BAH society, through a BAH-oriented education system, and especially if its advisors, board members, and managers have had formal MBA training, there is a tremendous pressure to begin to look like "real companies" - become isomorphic in fancy, academic language. And, it makes sense from a structural contingency perspective: an organization's structure - that is, its functions and connections - should correlate to the contingencies of the external environment in which its situated.

If you've read my work, you'll know that I dispute that contention in the context of a UCaPP world (not to mention that the work of one of the most influential authors of structural contingency theory was empirically tested and found to be a complete myth - it sounded good on paper, but didn't hold up to reality, much like Frederick Taylor's Principles of Scientific Management). Although it is true that members in any organization must have clear functional responsibilities, it is also true that (a) functional responsibilities neither necessitate reporting hierarchies nor preclude collective responsibility and mutual accountability; (b) the need to socialize information increases, not diminishes, as the organization grows; and (c) embodying and living the founding values of the organization becomes more challenging when an organization hires for alignment of required functions rather than for alignment of values.

Clearly, the organization is concerned, and that's a hopeful sign. So what can they do? Well, besides calling me for assistance (seriously: if someone reading this has an "in" with Larry Page, I'd love to help - it would be a great project, and someone there clearly likes my stuff based on all the time they've spent on the wiki), the organization can begin to do some cultural soul-searching through interventions involving action research, strategic dialogue forums, and culture change venues (where needed).

And, if your organization - even if it isn't as large or as prominent as the one in Mountain View - can use some help with organization transformation, I still have a couple of free spots on my dance card.

28 January 2011

Study: 89 Percent Of Networking Nonconsensual

A recently published study is reviewed today in The Onion, revealing that 89% of all networking is nonconsensual, and can actually create lasting psychological trauma in the victim. We're not talking about simple Facebook wall posts or Twitter tweets (which, of course, carry with them their own, distinct risks - not the least of which is self-embarrassment). The networking examined by the principle investigator, sociology professor Thomas Raybeck of Emory University, comprise the far more threatening behaviours that might occur in "a remote corner of a dinner party, or follow[ing the victim]  into the parking lot after yoga class. But these assaults have also been known to occur in full view of witnesses, who, more often than not, do nothing to stop it."

I don't know about you, but I think there should be a lobby formed to create a criminal charge of "Assault with a Deadly Blackberry" or "Criminal Negligence Causing Following Up."

14 January 2011

The Zen of Organization

There is no inside. There is no outside. There is only context.

(From a conversation this morning on systems thinking, complexity, the problematics of so-called interdependence, and Effective Theory.)

10 January 2011

The Value of Complexity Thinking

From an editorial by Dr. Jean Boulton, Visiting Fellow at Cranfield School of Management and Managing Director of Claremont Management Consultants in the UK, to appear in a forthcoming special issue of Emergence: Complexity and Organization on Policy and Climate change:
So what has complexity thinking to offer? One of the great difficulties in answering this question is that the question itself is framed within a reductive, Newtonian, machine paradigm. We want complexity thinking to give us answers and solid ways forwards because we believe that optimal solutions and predictable outcomes exist. Part of what complexity thinking has to offer is that is gives ample evidence that the future, whilst not being random, indeed being path-dependent, is nevertheless not predictable. There are often turning points where the future may evolve in more than one direction; the future is a complex product of the past, mitigated by chance and by choices; where different decisions in seemingly different spheres interact and mutually affect each other. So, whilst we might not like the picture it presents, complexity thinking emphasises interconnectedness and dynamic change and emphasises the limits to predictability and indeed to knowledge. And there is an argument to say that if we accept the reality of this, we may indeed do a better job of developing policy and creating processes.
It seems to me that there is an opportunity to focus learning, organization, social enterprise, and policy development in a context of complexity thinking, emphasizing diverse sustainability among cultural, ecological, and built environments, and resilience in the face of the inherent unpredictability of seeming intractable problems of our world.

Someone should create such a place.
[Grin.]

It's All Fun and Games Until Someone Loses an Eye

Time to amend that old saw. Perhaps something along the lines of, "it's all just politics and freedom of speech until someone loses a life."

Whadaya say, Sarah Palin, Glenn Beck, Sharron Angle, Fox News, the Tea Party, and to a lesser extent but not really different in kind, Stephen Harper? (...not to mention countless others on both sides of the political spectrum, spanning issues throughout the world, who believe that throwing epithets is productive and does not lead to throwing bullets and bombs.)

***

To be clear on my position: inflammatory, partisan rhetoric is contrary to the ideals of freedom of speech, and destroys, rather than supports, democracy and citizen engagement. Let us collectively resolve to respond in a loud voice as follows when next we are confronted with someone spouting hyper-partisanship and demonizing rhetoric : "WHY DO YOU HATE DEMOCRACY AND PEACE SO MUCH?"

05 January 2011

Living With Intention, and Without Goals

Over on Brazen Careerist, I was alerted to a post by Leo Baubata of Zen Habits in which he suggests that "the best goal is no goal." It is a provocative statement, to be sure, and one that is apropos the beginning of a new year, when many people resolve to accomplish this or that through the next twelve months. Leo argues:
I’d set a goal or three for the year, and then sub-goals for each month. Then I’d figure out what action steps to take each week and each day, and try to focus my day on those steps. Unfortunately, it never, ever works out this neatly. ... Your weekly goals and monthly goals get pushed back or side-tracked, and you get discouraged because you have no discipline. And goals are too hard to achieve. So now what? Well, you review your goals and reset them. You create a new set of sub-goals and action plans. You know where you’re going, because you have goals! Of course, you don’t actually end up getting there. Sometimes you achieve the goal and then you feel amazing. But most of the time you don’t achieve them and you blame it on yourself.

Here’s the secret: the problem isn’t you, it’s the system! Goals as a system are set up for failure. Even when you do things exactly right, it’s not ideal. Here’s why: you are extremely limited in your actions. When you don’t feel like doing something, you have to force yourself to do it. Your path is chosen, so you don’t have room to explore new territory. You have to follow the plan, even when you’re passionate about something else.

One must, I think, understand Leo's problem and prescription for living without goals with a Zen mind. It is not the goals themselves that are problematic, but rather, our attachment to them. Those who follow my work know that I express this using other words in my advice to leaders, and have developed it more fully and rigorously in my doctoral work on Valence Theory and practice of organizational therapy and healing.

Rather than goals and vision - notably, a sensory metaphor that connotes distance and separation - one must always be guided by values and tactility. Values represent one's deep-seated beliefs that guide her or his day-to-day practice of being in the world; tactility answers the question, "whom am I going to touch, and how am I going to touch them today?" Tactility is expressed in the effects we each, individually and collectively, enable and bring about in the world. Effects are markedly different from goals: a goal can be though of as an endpoint of activity; effects exist on a continuum of interactions through which each of us continually navigates. Ironically, they are often initiated by "accomplishing" goals (and may - or more often, may not - be what we actually intended to happen). It is the difference in value-based intention that provides the key distinction between mindful effects and often blind adherence to goals without appreciation of secondary or tertiary consequences.

By living one's values mindfully, guided by an intentionality towards the effects we wish to enable and bring about, goals become not only arbitrary but entirely unnecessary. More significantly, far more good in the world can actually be accomplished by each of us, and all of us.

01 January 2011

Why American (and others') Politics is Irreparably Broken

This initiative sends shivers down my spine. (Slashdot coverage is here.) Making explicit what has been implicit for years - namely, that the supposedly democratic systems of electoral politics in the USA, Canada, the UK, Australia, and elsewhere can be cynically gamed - should provide an incentive for some clever folks to rethink the nature of national (and global) leadership to be consistent with a UCaPP world.

Nominally democratic, one-person-one-vote, electoral politics is itself an artefact of a prior cultural epoch - the world of the 17th century and early modernity. Its success is predicated on an engaged, informed, and actively participating electorate. In the first decade of the 21st century, it has become clear that electoral politics has entered a state of reversal, and has become more about winning and losing (essentially adopting a team sports metaphor in which the electorate "root" for, and support, the popular team as identified by the colour commentators; in actuality, it's the politicians and vested, usually-corporate interests that win, and the citizenry who lose). What ever happened to active and thoughtful engagement in the careful consideration of complex issues, good governance, sustainability of material, social and cultural environments, and societal resilience?

What is needed, I think, is a fundamental rethinking of what it means to lead, what it means to enable active engagement in complex processes, and what it takes to build a cultural infrastructure that supports both. Ironically (or perhaps not), this is too important a job to be left in the exclusive hands of the politicians, and too practical a job to be left in the hands of academics, self-styled intellectuals, and pundits - both of these options merely replicate the existing ways of doing politics-of-the-privileged.

At the risk of being too cliché about it, perhaps it is time to listen to Gandhi, to be the change we want to see in the world. Of course this assumes that "we" indeed want to see such change, and that is a large assumption, indeed. I think there is a way through this, and it begins with changing the ways in which we educate and socialize leaders, and the learning environments we create for, with, and on behalf of organizations, governments, public institutions, and communities. Perhaps apropos the turn of the year, working on these ideas will be a major theme for me through 2011.

15 December 2010

Innovating Innovations in Healthcare

Yesterday, I had the pleasure of visiting the Centre for Innovation in Complex Care. It is an interprofessional, trans-institutional organization, housed at the University Health Network in downtown Toronto that is
dedicated to studying how to improve the entire process of care for patients with multiple problems. Its purpose is to engage our patients and clinicians to identify problems with current healthcare practices and develop solutions for addressing them. Innovative research and evaluation in a real clinical environment will allow our clinicians to utilize the latest technology to improve patient care.
It is also, much to my delight, a UCaPP organization, and it is its UCaPP nature that is its key to success in achieving true innovation throughout every aspect of the healthcare system.

The Centre has active projects that range from improving clinical communications via new Blackberry applications, to methods that are focused on improving the in-patient experience, to completely rethinking and redesigning the systems and processes associated with treating atrial fibrillation, currently the most frequently encountered arrhythmia for which patients are admitted to hospital (not to mention being “challenging, costly, and resource intensive”).

So what makes the CICC innovative in its approach and organizational design – that is, what makes it UCaPP – and how does this influence its success? Fundamental to all UCaPP organizations is the idea that change happens where it happens, and the impetus for change can come from literally anywhere in an organization, or in this case, anywhere throughout the healthcare system. CICC members include physicians and nurses, pharmacists and nutritionists, engineers and designers, researchers and patients. It includes members from all the teaching hospitals in Toronto, and institutions elsewhere in Ontario. To become a member, one “only” needs to initiate a project (more on that in a moment), and find collaborators, which precisely echoes the process I’ve observed in other UCaPP organizations. Their “rounds” – medical jargon for socializing knowledge – are generally open to any interested party, and those who are interested in innovations in healthcare that address systemic or global issues are welcome to initiate a project conversation that is consistent with the Centre’s vision and values. As its Medical Director, Dr. Dante Morra, said to me, “if you’re interested in addressing a handwashing issue on 13E, we’re not so interested. If you’re interested in addressing a handwashing issue throughout the entire system, come talk to us.” Project participation is largely through self-nomination, which means that there is an emergent and organic vetting and review process that occurs throughout its life. There are lots of opportunities to share information, through weekly operational rounds, monthly deep-dive reviews of active projects in which all members from among multiple areas of expertise have an opportunity to contribute, and innovation rounds that look at new opportunities coming into the Centre.

The Centre strikes me as non-hierarchical, with any individual being able to take relative leadership roles, depending on the nature of what type of leadership needed at any particular time for any given project. Most important, however, is that the collaborative leadership creates a tremendous sense of camaraderie, with individual autonomy among the members, collective responsibility for the success of each project, and mutual accountability for the Centre’s overall success. It’s through innovations like this one that healthcare will become sustainable, especially in the face of increasing challenges and demands.

13 December 2010

A Letter Sent to OISE Dean Julia O'Sullivan Regarding the Peto Thesis Controversy

Dear Dean O’Sullivan

I am writing to express my concern over the recent controversy surrounding the master’s thesis of a recently graduated student from the Sociology and Equity Studies in Education department, Jennifer Peto. Aside from Ms. Peto’s particular political views – with which I will admit I do not agree – my concern centres specifically on the questionability of the scholarship represented by the thesis, and hence on the reflected questionability of the scholarship produced at OISE in general. As a recent graduate of OISE myself, having earned both master’s and doctoral degrees in Adult Education and Counselling Psychology, I am dismayed by the prospect of the value of my degree being diminished, and my own scholarly contributions being called into question. After all, the worth of one’s academic credentials are only as valuable as the reputation of the institution from which they were obtained.

The common discourse in the popular press – The National Post and Macleans Magazine, to name but two examples – and on the floor of the Ontario Legislature directly calls into question OISE’s academic standards, including the rigour with which its graduate students are supervised, and the quality of work that is accepted as a graduate thesis. Indeed, an academic examination of eighteen thesis abstracts (including two for which the theses were reviewed in toto), prepared for University of Toronto’s President, David Naylor, and reported on in today’s press can be summarized with a sad indictment: having accepted what appears to be a sub-standard polemical essay as scholarship worthy of a master’s degree has “hurt the scholarly reputation of one of the world’s great universities … [and] are related to a larger systemic problem at OISE.”

Knowing the politics-in-use among the various graduate departments, I can appreciate the differences between the critical discourse and focus on transformative praxis in Adult Education, for example, and the discourse of radical activism-at-all-costs that pervades Sociology and Equity Studies. Others, who are not as familiar with the specific political agendas of various faculty members, like Prof. Sheryl Nestel, cannot so easily contextualize and distinguish the supposedly scholarly production of one department from another. To outsiders, all masters and doctoral graduates from OISE can potentially be tarred with the same brush of questionable scholarship, dubious supervision, and laissez-faire awarding of graduate degrees. It is not only the reputation of the Institute that is being called into question; it is the individual reputations and qualifications of each and every graduate that are equally being doubted.

I, for one, am proud of the “contributions to knowledge” represented by both my doctoral and (empirically based) master’s theses. I am thankful for the outstanding mentorship and guidance I received from my professors in the Adult Education program. I cannot passively stand on the sidelines while the reputations of so many hard-working scholars are being summarily cast onto an academic midden heap because of what appears to be the politics of relatively few individuals.

The Provost’s initial response to this controversy, that the thesis is merely “a student paper,” is alarming. There is a substantial difference between a thesis entered into the university’s compendium of knowledge production on Tspace and a course paper that, in many cases, often reflects the professor’s espoused worldview, replayed through lenses of the professor’s preferred political hue. As a first response in an attempt to diffuse the controversy, it was an unfortunate statement. On reflection, it seems to cast aspersions on, and uniformly diminish, the value of all scholarship produced throughout the university—clearly not the intent of the Provost.

As has been done in other post-hoc cases of questionable academic standards, I am calling for an independent academic review of the master’s thesis in question to determine whether it truly meets the standards for an acceptable thesis at the University of Toronto. To be clear: it is not the specific subject matter of the thesis that I am questioning, but rather the degree to which the subject matter has been adequately examined and vetted in accordance with the standards of academic rigour worthy of a master’s thesis at a top-tier university in Canada. In my opinion, at this point only an independent review will be able to establish the scholarly merit of Ms. Peto’s thesis, and therefore, the validity of the degree to which she was recently admitted at convocation. Only such a review will help to clear the air and to begin to rehabilitate the seemingly tarnished reputation of OISE, a reputation that deserves to be held in high esteem.

Sincerely yours,

Mark L. Federman, Ph.D.