Collaboration | The Brainzooming Group - Part 2 – page 2
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Looking for ways to keep strategic planning advancing before the rest of the company starts to actively think about next year?

If you’re involved in strategic planning, one valuable activity you can be doing right now is scouting out new venues in your community for offsite strategic planning meetings. Hit the web and phone, and then hit several new locations where you can potentially take the team for strategic planning this year. You may be amazed at the impact that fresh surroundings can have on enabling stronger strategic thinking.

5 Things Any Offsite Strategic Planning Venue Must Offer

During your site visits, look for these things to help decide which offsite strategic planning venue makes the most sense to use this year:

#1 Event Planner

Make sure that the event planner at the venue understands what you’re trying to accomplish during your offsite meeting. Invite the event planner into your meeting planning. Ask to see and/or hear about things they’ve done for other companies that might work for your team’s success. If they’re unwilling to engage in this type of exploration, that’s a strong sign you’re not in the right offsite venue for you.

#2 An Environment for Teams to Work

Look for lots of wall and floor space where you can create opportunities for small groups to collaborate, with enough space between them so that noise won’t be an issue. Make sure you can secure much more floor space than they might typically offer for meetings. You want people to be able to move around and not trip over one another.

#3 Flexible Furniture

Look for flexible furniture arrangements. Big conference room tables push people into sitting in familiar places and playing the same roles they usually do in your conference rooms back at the office. Look for modular furniture and a willingness from the venue to move things around so that they’re how you need them.

#4 Options for Multiple Settings

Within one facility, are there options for varied meeting rooms, environments, and team activities? While a facility with only one meeting room can work, it’s fantastic to have multiple settings within a venue to vary things during the one or more days you are there.

#5 Seamless Food Service

Find out about food service. You may think it’s important to be able to bring in your own food and beverages to better manage costs. For us, having to mess with these things the day of a strategic planning workshop is a major distraction from the most important work: breakthrough thinking. If the facility or a partner vendor can remove this distraction, it’s a smart investment.

That’s our typical list of important things we look for in an offsite strategic planning venue. When you can find all these things in one location, you have a winner. – Mike Brown

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The most popular statistic right now when it comes to knowledge transfer inside organizations?

Ten thousand baby boomers are reaching retirement age daily.

This statistic is used to light a fire under executives to hop on the knowledge management program. Many articles I’ve reviewed for an upcoming keynote presentation that I’ve informally called, Baby Boomers: Losing their Minds, paint the situation as totally dire.

While there’s a clear risk to losing intellectual capital, I see several potential upsides with the changing of the generational guard. We still see too many Brainzooming strategy workshops without enough women in senior roles, let alone healthy racial diversity. Given that, the baby boomer turnover has the potential to deliver multiple benefits, including:

That’s why the relevant number for your organization isn’t 10,000 baby boomers reaching retirement age daily. It is how much of your organization’s intellectual capital is subject to departure risk?

When identifying information to transfer in a strategic, coordinated fashion, I’m recommending to attendees that they prioritize several types of knowledge:

  • Information inside the heads and in the files of employees (irrespective of level in the company) who have influenced the organization’s body of intellectual capital, knowledge, and expertise
  • The details, keys to important communications flows, and histories within customer relationships integral to maintaining and growing revenue
  • Information on processes, procedures, and activities related to critical factors for organizational success
  • Successful structures and processes to transfer, embed, and ensure that the organization can act on vital knowledge

One other factor to narrow the knowledge you try to capture? Focus on capturing information that will be relevant in the future. While you may have a tremendous amount of information inside baby boomers’ heads, why waste time documenting things that won’t be important going forward? – Mike Brown

10 Keys to Engaging Stakeholders to Create Improved Results

FREE Download: “Results!!! Creating Strategic Impact”

Results!!! Creating Strategic Impact Mini-Book

Leaders need high-impact ways to develop employees that can provide input into strategy and then turn it into results. This Brainzooming mini-book, “Results – Creating Strategic Impact” unveils ten proven lessons leaders can use to boost collaboration, meaningful strategic conversations, and results.

Download this free, action-focused mini-book to:

  • Learn smart ways to separate strategic opportunities from the daily noise of business
  • Increase focus for your team with productive strategy questions everyone can use
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Mid-year is that time where you look ahead to the year’s end while simultaneously reviewing this year’s plan and wondering how everything will get done by December 31. That leads to asking, “What would happen if we don’t get everything done? Didn’t we put too many things into the plan, anyway?”

Sound familiar?

5 Areas to Get Stalled Strategic Planning Initiatives Moving

I used to go through this routine repeatedly until I realized that I lacked a standard checklist of project assessment questions to use when a strategic planning initiative is behind schedule. I guess I was recreating the question set every time I needed it.

To spare yourself and everyone around you the hassles involved with not working from a standard set of questions, you can use the following routine this week, and in the years ahead, to standardize your diagnoses and approaches to floundering projects.

Rank the Suspected Causes

The first step is to assess the potential reasons why a strategic planning initiative hasn’t started within the time frame you originally planned. We recommend making a quick assessment. Our approach is to rank potential factors based on which you think are the most-to-least significant in delaying launch. Some typical factors you may consider:

  • The initiative’s importance or fit within the plan is off or no longer relevant
  • The leader and/or team on the initiative isn’t the right one
  • There’s an issue with the structure of the approach the team is taking to the initiative
  • There’s an issue with the size or scope of the initiative
  • Resource availability or levels are a roadblock
  • Some other reason is creating the roadblock

Ranking these factors, 1 through 6, helps prioritize your starting place to address the initiative’s delay. One ground rule: there can be no ties in your ranking. Not EVERY item can be the #1 reason. Force quick priorities so you can begin addressing the important issue as quickly as possible.

After completing the assessment, work through question-based checklists on the most significant factors. These are our starting questions in each category:

#1. The Importance or Strategic Fit Is Off

If changes in the internal or external environment are now calling into question a delayed initiative’s importance, ask:

  • Are there ways to simplify or change the initiative’s direction to increase its relevance?
  • What has changed in the underlying business strategy that impacts the need or interest in moving forward? Will the strategy change back (or again) soon?
  • Are specific reasons for moving forward more important than others? If we focused only on those reasons, how would we adjust the initiative?
  • If we don’t move forward with the initiative this year, what material impact will it have on attaining important goals and objectives?
  • Would we be better to divert focus from this initiative to other initiatives? Would we benefit more from diverting focus from other initiatives to jump start this delayed one?

#2. Leadership or Team Issues

Maybe the leaders or team expected to develop an initiative aren’t the right fit. This scenario prompts a variety of questions:

  • Is the initiative under-staffed? If we put more people on it, what will that change?
  • Does the team have challenges working together? Who, among the team members, needs to change in order to fix those issues?
  • Are there parties critical to developing or launching the initiative who haven’t been included to this point? Will involving them now help address these delays?
  • Are there people whose participation would have an immediate impact on moving forward?
  • If a major change in the team is needed, who from the current team should remain, in order to provide the right degree of continuity?

#3. An Issue with the Approach

In some cases, a struggling initiative makes sense, but delays in getting started are impacting the effectiveness of the original approach. Consider:

  • Is there a smaller effort or pilot related to this initiative that we can use to get progress (and results) going as soon as possible?
  • If there are uncertainties with the approach or the current environment, can we start with a part of the initiative that we could easily change or adapt later?
  • Are there steps we can easily remove (with disproportionately less impact) to streamline the development time?
  • Did we miss the order of steps we identified to launch the initiative? If so, is that fixable?
  • What initiatives have we previously completed that we can repurpose to accelerate progress?
  • Have we exhausted all the leeway in the original schedule? Do we (or can we, even) negotiate for more time?

#4. The Size or Scope Is an Issue

The delay can mean that the original planned initiative is now too big or small for current needs. Ask:

  • What are the areas in which to naturally modify the initiative, so it makes smart, strategic sense?
  • Are there nice-to-haves within the initiative that we can easily eliminate?
  • If the initiative isn’t going to have a big enough impact at this point, what changes do we need to make in order to minimize the gap?

#5. Resource Availability

Another factor that can slow progress is resource mismatches. Scenarios to think about:

  • If we put more money or other resources at this initiative, what type of impact would it generate?
  • Can we couple this initiative with a different, active one, so that they can leverage common resources?
  • What resources can we grab or repurpose from other initiatives and work them into this one?

First Ask, then Answer about Strategic Planning Initiatives

We hope that you’ll find this list of questions helpful in conducting any mid-year initiative reviews you need to do to make sure you deliver the most important aspects of this year’s plan. – Edited from Inside the Executive Suite

Download 10 Questions for Successfully Launching

Mike Brown

Founder of The Brainzooming Group, and an expert on strategy, creativity, and innovation. Mike is a frequent speaker on innovation, strategic thinking, and social media.

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This matrix on 4 ways your organization can deal with major issues is DEFINITELY courtesy of the Brainzooming R&D lab.

Going back through notes and strategic planning posters from previous client engagements, I came across a big easel sheet. It was used during a particularly long and particularly challenging strategic planning workshop. The notes all pertained to tackling elephant in the room issues. These are issues inside an organization that everyone knows about (and will discuss in private) but that are NEVER discussed in meetings or any type of formal group setting. For this organization, which was undergoing a significant transition, many years of micro-managing resulted in at least one huge page’s worth of elephant in the room issues.

4 Ways to Address or Avoid Major Strategic Issues

That combination of knowing and discussing major issues led me to wonder: What are all the potential combinations of an organization knowing and discussing major strategic issues? That thought experiment is played out in this matrix.

You can see the elephants in the room in the lower right. Blind spots are in the lower left; these are the issues in the organization that are narrowly known and discussed. Failing to uncover issues the organization (and especially its leadership) doesn’t know, but that are very real, typically poses a significant threat.

Speculation occurs when there is a lot of chatter about issues that some might suspect, but for which most of the organization lacks any solid facts.

The upper right – the best quadrant – is transparency, where there is a reasonable balance between knowledge and discussion about major issues within an organization.

Did I mention that his was from the Brainzooming R&D lab? We haven’t used this matrix about major strategic issues in any formal ways yet. The first use will likely take place with an organization dealing with poor communication and a negative environment. We might use it before or during a strategic planning workshop to better understand where major issues are landing. If you do anything with this matrix ahead of that, we’d love to know what you think.

One Final Note: While this matrix is discussed in the context of an organization, it relates to other situations, particularly couples and families, at least based on being able to readily identify interpersonal behaviors within the matrix. So, maybe try it out at home first? But, probably not as a big poster you put up on the wall! – Mike Brown

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I participated in the City Partnership Workshop yesterday at the 2018 Gigabit City Summit. Talking with one city’s representatives about strategies to sell-in a broadband recommendation with voters, they asked whether it is okay to engage its citizens after city leadership develops a recommendation.

My answer?

Engage your audience in collaborative strategic planning earlier than later. If you haven’t engaged them earlier, then do it right now, even if it’s later than what’s ideal.

Aaron Deacon of KC Digital Drive at #GCS18

Here’s the difference between the two options.

If you engage your audience early in the collaborative strategic planning process, you can make a legitimate claim to creating a collaborative vision. You can involve audience members in shaping the vision. You gain insights your leadership group does not possess. You can understand language your audience uses and incorporate it into messaging. Most importantly, you can shape strategies based on integrating audience input during the earliest stages. This opens the door for making strategy creation an experience that many people actively participate in doing versus just learning about after-the-fact.

If you broadly engage your primary audiences AFTER you’ve developed the strategic plan, the nature of the collaboration is very different. It involves more constraints. At that point, you don’t want to create a collaboration environment that needlessly derails solid work leading to the plan recommendation. That means the range of collaboration opportunities narrows. You don’t want to ask extremely open questions that might lead to input that goes beyond the strategy. Instead, you start asking questions about HOW to implement the direction, what might have been MISSED, and what things are CRITICAL FOR SUCCESS. There are other questions you can ask, but once the strategy recommendation is complete, you don’t want to waste time opening doors to non-productive strategy options.

That’s why it’s better to start engaging your audience EARLIER than LATER in collaborative strategic planning, even though later is STILL better than never. – Mike Brown

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An executive responsible for strategy planning who was downloading our eBook on 11 Fun Strategic Planning Ideas posed an important question: How can you successfully identify and try new ways to get internal groups working together on strategic planning?

We’re always thinking about increasing the strategically combustible human surface area engaged in strategic planning.

What?

In other words: Brainzooming wants as many smart, diverse people working together as we can effectively and efficiently accomplish on any fun strategic planning initiative.

We tend to find that our ambitions for this exceed that of our clients. (See previous Brainzooming article on the damaging lack of diversity in strategic planning workshops.)

7 Ways Groups Can Collaborate on Fun Strategic Planning

Nevertheless, in answer to this new reader’s question on getting internal groups working together, here are seven ideas we’ve either tried, or would in a minute, to maximize internal collaboration and promote fun strategic planning:

  1. Identify all the potential people involved in strategic planning upfront, nothing those who most need to collaborate
  2. Perform a skills, knowledge, and interests inventory of all your strategic planners, then pair people who complement each other based on the assessment
  3. Create a strategic planning event that includes people from multiple groups and features cross-group activities
  4. Employ an ice breaker where people reveal information they know that is helpful to strategic planning that others will be surprised they know
  5. Use assigned seating to nudge people who don’t work together to at least sit together
  6. Create strategy teams with members of various groups that will need to collaborate to complete their assignments
  7. Make sure each planning group identifies all the departments and people critical to success early on, then require that groups reach out to them BEFORE the planning is done

Implementing even a few of these ideas within a strategic planning process that values diversity and broad participation, will make an impact.

Want to talk more how you can translate this approach to strategic planning? Contact us, and we’ll discuss how we’d customize the process steps and participation opportunities to maximize the impact for your brand! – Mike Brown

 

fun-ideas-strategic-planning11 Ideas to Create a Fun Strategic Planning Process!

Yes, strategic planning can be fun . . . if you know the right ways to liven it up while still developing solid strategies! If you’re intrigued by the possibilities, download our FREE eBook, “11 Fun Ideas for Strategic Planning.”

Download Your FREE eBook! 11 Fun Ideas for Strategic Planning

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Mike Brown

Founder of The Brainzooming Group, and an expert on strategy, creativity, and innovation. Mike is a frequent speaker on innovation, strategic thinking, and social media.

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We have some popular articles on the Brainzooming website about how to imagine a whole array of cool product names. All those articles relate to the early stages of the product naming process. We’ve done a few things, but not as many, on the decision process for picking the creative and strategic options from all the cool product names you end up imagining.

But yesterday, Emma forwarded a link to one of those maddening slideshow posts on 31 Product Naming Fails.

Clicking through all the slides made me realize: for all the imagination you want to have among the people coming up with cool product names, what you MUST have is an eclectic and perhaps slightly shady set of characters reviewing the potential cool product names to prevent a massive product name fail.

18 Sensibilities to Avoid Massive Cool Product Name Fails

Having personally reviewed each of these incredibly terrible product names, I now share with you the 18 sensibilities you must have on your team to avoid a cool product name fail.
You need individuals who:

  1. Possess a good understanding of interpersonal and solo sexual acts, plus a fascination with all the related jargon of both.
  2. Have insight into fringe communities and what they love, embrace, and abhor.
  3. Love horror – both in movies and IRL.
  4. Understand (and/or will track down) all the ways that words in one language won’t work in other languages.
  5. Have a basic clue about life and no appetite for group think or apparently unstoppable momentum for stupid ideas.
  6. Can go six (or even nine) deep on synonyms describing varied sexual activities.
  7. Fully understand all the mechanisms and terminology of what is popularly known as Number 2.
  8. Are diligent at saying all product names aloud before voting yea or nay.
  9. Understand that there are multiple ways to voice a g, a c, or a k.
  10. Have big enough investments in the brand’s success that they won’t let incredibly funny names that no one seems to get make it out of the room alive.
  11. Put the scat in scatological.
  12. Are willing to tell the boss that the family name should never be placed on a building, box, or label. Or uttered aloud. EVER.
  13. Are automatically suspicious of any abbreviation, acronym, or contraction.
  14. Possesses clairvoyant powers and can predict when a currently okay word or sound will fall flat within a decade.
  15. Have a working knowledge of all global genocides, along with the associated moral issues, slang, and sensitivities related to each one.
  16. Know every nickname and euphemism for genitals, what they produce, and all the activities one (or more) can do with them.
  17. Are savvy enough to flip everything upside down and say words backwards to look for sinister alternative meanings and shapes.
  18. Abhor being too true or too literal in describing a product, what it does, and how it looks.

Of course, it’s possible that you don’t need eighteen people on your cool product name review team, if you have the right people in your organization. Heck, if you hire right, one person may be all you need! And that’s all I’ve got to say about that.  😉  – Mike Brown

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Mike Brown

Founder of The Brainzooming Group, and an expert on strategy, creativity, and innovation. Mike is a frequent speaker on innovation, strategic thinking, and social media.

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