Saturday, 12 December 2015

What's your thinking style?

Pic Source: Daily Telegraph
I came across this exercise recently from one of my holiday reading, Socrates' Way by Ronald Gross, that I thought it useful to share with others.  

I have always had a personal bias to IQ testing, especially the ones when applying for a job, HR puts you through a battery of tests, aimed at gauging one's IQ / Intelligence. Google & Microsoft too, up until a few years back, used brainteasers & other puzzles to sift out candidates at interview stages... 

So I've always had a natural aversion and impatience to these tests because I didn't feel comfortable with one number to be associated as a measure of me, my whole self...and thus resisted & challenged the point of such tests for the workplace...

The IQ test was supposed to measure your capacity to think and learn and therefore predict your success in school (and the workplace). However, contemporary psychologists have debunked this whole idea of a single capacity called intelligence. You have no one but at least seven intelligences, according to Harvard psychologist Howard Gardner:
  • Linguistic intelligence
  • Logical-mathematical intelligence
  • Spatial intelligence
  • Musical intelligence
  • Bodily-kinesthetic intelligence
  • Intrapersonal intelligence (knowing yourself)
  • Interpersonal intelligence (knowing other people)

Simple Exercise to pinpoint some of your Strengths

Circle/Note the numbers of these descriptions that you fell apply to you:
  1. You easily remember nice turns of phrase or memorable quotes and use them deftly in conversation.
  2. You sense quickly when someone you are with is troubled about something.
  3. You are fascinated by scientific and philosophical questions like "When did time begin?"
  4. You can find your way around a new area or neighbourhood very quickly.
  5. You are regarded as quite graceful and rarely feel awkward in your movements when learning a new sport or dance.
  6. You can sing on key.
  7. You regularly read the science pages of your newspaper and look at magazines on science and technology.
  8. You note other people's errors in using words or grammar, even if you don't correct them.
  9. You often can figure out how something works or how to fix something that's broken without asking for help.
  10. You can readily imagine how other people play the roles they do in their work or families and imaginatively see yourself in their roles.
  11. You can remember in detail the layout and landmarks of places you've visited on vacations.
  12. You enjoy music and have favourite performers.
  13. You like to draw.
  14. You dance well.
  15. You organise things in your kitchen, bathroom, and at your desk according to categories and in patterns.
  16. You feel confident in interpreting what other people do in terms of what they are feeling.
  17. You like to tell stories and are considered a good storyteller.
  18. You sometimes enjoy different sounds in your environment.
  19. When you meet new people, you often make connections.
  20. You feel you have a keen sense of what you can and can't do.
If all three descriptions of these trios apply to you, you probably are strong in that intelligence, even if you haven't cultivated it:
  • 1, 8, 17: linguistic intelligence
  • 6, 12, 18: musical intelligence
  • 3, 7, 15: logical-mathematical intelligence
  • 4, 11, 13: spatial intelligence
  • 5, 9, 14: bodily-kinesthetic intelligence
  • 10, 16, 20: intrapersonal intelligence (knowing yourself)
  • 2, 10, 19:  interpersonal intelligence (knowing others)
When I did the exercise, I'd circled: 1, 2, 3, 7, 8, 9, 10, 13, 15, 16, 18, 19, 20.

Bringing it to the workplace

I have come across the Socratic Method which was used by Eli Goldratt in his Theory of Constraints books (I've got one last book of his to read), and hence started to study the method in more detail, to learn and adapt my own way of thinking, apply the methods to my work and life situations, and use it as tool in my day-to-day consulting engagements and coaching sessions. The agile coaching community also refer deeply to the Socratic Method of asking questions, not providing solutions - and it all starts with knowing one's self. If you know yourself, then you'll be aware of your own strengths & weaknesses, as well as being able to at least relate to others.

In the workplace, we often work with teams - and in the agile methods - we aspire to work in self organising, cross-functional teams. As a leader (Scrum Master, Manager, etc.) it is essential to know the dynamics of the team, right down to individual character strengths and motivational values...why not try this exercise with your whole team?? It's bound to shed new light on things?

Wednesday, 11 November 2015

Review: Agile! The Good, the Hype and the Ugly

In October, I spent some time in the company of Bertrand Meyer, author of "Agile!: The Good, the Hype and the Ugly". This book was written to be an independent, impartial and objective study of the various agile methods (scrum, xp, lean, crystal) viewed against the knowledge-base of software engineering methods and principles. The author, being no stranger to software engineering, is well-known in the computer world, across both academia and industry. He took it upon himself to do the research, investigate the agile landscape breadth-and-depth, probing assertions, practices, principles and values using a scientific (and empirical) approach with searching questions, thus providing an overall assessment. This wasn't purely an academic exercise, Meyer walked the path of agile himself, is even a certified as a Scrum Master, his team are using selected methods of agile in their own product development, so it's not like Meyer is throwing the baby out with the bath water! On the contrary, Meyer tries to remain objective, unbiased and fair in his reporting and analysis.

This book may just as well be the first book to read if you're a software manager, entering the agile-space, who's potentially feeling uncomfortable with perhaps some misplaced(?) "baggage" of software engineering, old-school-style projects, as touted by some agilists. Meyer has done almost all the background work for you, covering and assessing the popular agile methods in play today.

I was quite intrigued by the book's title, who wouldn't be!!?? You must admit it is quite EDGY, axe-to-grind, in-your-face-daring-the-agile-pundits - agilistas. I just HAD to get my hands on a copy, I actually waited a long time to buy this book (due to the bad Rand/Dollar exchange rate). I have voraciously read most of the popular books on agile (Schwaber, Cohn, Poppendieck, Rubin, Appelo, Pichler, Derby et. al, you name it), that extol this new thing "agile", often claiming a silent revolution is coming to overtake the industry, that "Software Engineering" should belong to the annals of history, and instead welcome "Software Craftsmanship" as in.  And when I read these signature-series books, I do get caught up in the rush-of-it-all, excited, converted and have actually been a promoter for #agile for ten+ years...I was caught hook, line and sinker!

Then when I came across "Agile! The Good, the Hype and the Ugly" written by a person very well respected in the industry, I had to ask myself, if I may have actually fallen for some hype, maybe I didn't ask probing questions, without having empirical data to substantiate claims. I wanted to find out if I was potentially backing the wrong horse, wanted to check some of my own values, personal-biases or not, of software engineering experiences held weight or not, but most important, the title being so catchy, I was rather curious to find out what the "Hype & Ugly" bits of agile this book claimed were...

Since my background in software is in embedded systems (Set-Top-Box systems) and highly-available-systems (Real-Time-Streaming/Encryption-Services) I grew up with the scientific engineering mindset (BSc. Electronics Engineering & Masters Computer Science), so I often found myself being selective with vanilla Scrum and had in the past, cautioned people against following a particular agile method with extreme dogma, i.e. I maintained a certain amount of discipline and structure was always needed. This is primarily because of the particular domain-experience I was coming from, which wasn't high-level application non-critical development (Mobile apps, WebApps, Websites), or application development that relied on a stable SDK/engines (i.e. the expectation of a stable operating system, database, etc upon which to build applications on top of).

This book, in my view, should be essential reading for any software manager, looking to understand agile methods before diving head-first into a vanilla, textbook-implementations.

For people convinced about agile to-the-letter, this book will be a little edgy for you - one needs a cool head, and openness to accept some of the challenges that Meyer puts forward, especially when it comes to backing up assertions of values/practices/principles or citations of productivity-gains, without sound scientific and empirical data to back up those claims.  Meyer highlights such challenges from some of the books that I myself have held in high esteem for many years, so take it on the chin...

Meyer's style of writing is somewhat academic, factual, but also practical with some nerdy-humour thrown in-between. Meyer has written with sincerity, remained as open-and-unbiased-as-humanly-possible, and made a conscious effort not to promote his own personal projects, products and frameworks. Meyer cuts to the core of uncomfortable-but-some-relevant truths, especially challenging assertions and statements that lack scientific validation, or backed up by empirical studies. He writes with a depth of experience and passion for practical software methods that it forces you to think hard about the course you're on, the things you just accepted and may have taken for granted (e.g. forgoing necessary engineering practices such as a little bit of design up-front to support changing requirements).

You have to be patient with Meyer as he unpacks in some surgical, analytical detail the various topics, in fact, the selling point of the book's title, is actually left right till the last chapter, so you have to read from start-to-finish, because the essence of the Hype, Ugly, Good & Brilliant is saved for the end (building upon his arguments and case-points from the earlier chapters).

I was taken on a roller coaster ride, experiencing moments of pure resonance thinking I am on the same wavelength as this guy riding high, in-phase. Yet also, there were instances when I felt a little edgy, somewhat uncomfortable, noticeably shifting my position as I lay in bed reading at night. Stopping, putting the book aside, to sleep over it. [I am two+ years into consulting as a Systems & Software Engineering Management consultant, doing the odd agile coaching gig here and there, advising on agile systems processes - and here is Meyer taking issue with consultants!]

In keeping with my deep-review style for special books - topics struck certain nerves, either resonating (fully in agreement with Meyer) or feeling of discomfort (not sure, not convinced), so I graphed the below curve, which is how I resonated with Meyer's assertions in the last chapter, specifically the edgy bits: Meyer's UGLY & HYPED assertions:


The blue area shows the feel-good, things that resonated with me, the extent of which I agreed and was comfortable with the ideas. The amber spots show the areas that made me feel uncomfortable, my level of discomfort, that either I'm not convinced, or have some personal biases that's potentially blinding me from seeing the points. On the whole though, resonance wins over discomfort.

[Aside: Here is Meyer's blog post introducing why he wrote this book, you'll find detail about the book's table of contents too]

Here's the detail of these comments, for each topic - In what follows, read as:
Title, Level of Resonance, Level of Discomfort, Comments

The Bad and the Ugly parts of Agile

Wednesday, 28 October 2015

My Character Strengths Profile

I am currently researching topics around well-being and happiness. One of the books I'm reading is by Shawn AchorThe Happiness Advantage: The Seven Principles of Positive Psychology that Fuel Success and Performance at Work". So far, so good. One of the references Achor makes is to this free survey from the VIA Institute on Character, who produce personalised reports called Character Strengths Profile, that shows you how to LIVE YOUR BEST LIFE. 

Achor highly recommended his readers do the survey, since having an idea of what your key strengths are, will help you along the way in making transitions to a more healthy and balanced living.


So I took the survey, it took me less than ten minutes to complete, and here are my results. As with all these surveys or psychometric tools, I take them with a pinch of salt - according to this tool, it summarises your overall character strengths in prioritized order of 24 attributes, my report follows:


VIA Character Strengths (Free Report)

1. Love Of Learning

Mastering new skills, topics, and bodies of knowledge, whether on one's own or formally; related to the strength of curiosity but goes beyond it to describe the tendency to add systematically to what one knows.

2. Judgment

Thinking things through and examining them from all sides; not jumping to conclusions; being able to change one's mind in light of evidence; weighing all evidence fairly.

3. Honesty

Speaking the truth but more broadly presenting oneself in a genuine way and acting in a sincere way; being without pretense; taking responsibility for one's feelings and actions.

4. Creativity

Thinking of novel and productive ways to conceptualize and do things; includes artistic achievement but is not limited to it.

5. Bravery

Not shrinking from threat, challenge, difficulty, or pain; speaking up for what’s right even if there’s opposition; acting on convictions even if unpopular; includes physical bravery but is not limited to it.

6. Leadership

Encouraging a group of which one is a member to get things done and at the same time maintain good relations within the group; organizing group activities and seeing that they happen.

7. Spirituality

Having coherent beliefs about the higher purpose and meaning of the universe; knowing where one fits within the larger scheme; having beliefs about the meaning of life that shape conduct and provide comfort.

8. Appreciation Of Beauty & Excellence

Noticing and appreciating beauty, excellence, and/or skilled performance in various domains of life, from nature to art to mathematics to science to everyday experience.

9. Prudence

Being careful about one's choices; not taking undue risks; not saying or doing things that might later be regretted.

10. Gratitude

Being aware of and thankful for the good things that happen; taking time to express thanks.

11. Perseverance

Finishing what one starts; persevering in a course of action in spite of obstacles; “getting it out the door”; taking pleasure in completing tasks.

12. Fairness

Treating all people the same according to notions of fairness and justice; not letting feelings bias decisions about others; giving everyone a fair chance.

13. Hope

Expecting the best in the future and working to achieve it; believing that a good future is something that can be brought about.

14. Teamwork

Working well as a member of a group or team; being loyal to the group; doing one's share.

15. Perspective

Being able to provide wise counsel to others; having ways of looking at the world that make sense to oneself/others.

16. Forgiveness

Forgiving those who have done wrong; accepting others’ shortcomings; giving people a second chance; not being vengeful.

17. Kindness

Doing favors and good deeds for others; helping them; taking care of them.

18. Humility

Letting one's accomplishments speak for themselves; not regarding oneself as more special than one is.

19. Self-Regulation

Regulating what one feels and does; being disciplined; controlling one's appetites and emotions.

20. Curiosity

Taking an interest in ongoing experience for its own sake; finding subjects and topics fascinating; exploring and discovering.

21. Love

Valuing close relations with others, in particular those in which sharing & caring are reciprocated; being close to people.

22. Social Intelligence

Being aware of the motives/feelings of others and oneself; knowing what to do to fit into different social situations; knowing what makes other people tick.

23. Zest

Approaching life with excitement and energy; not doing things halfway or halfheartedly; living life as an adventure; feeling alive and activated.

24. Humor

Liking to laugh and tease; bringing smiles to other people; seeing the light side; making (not necessarily telling) jokes.

Tuesday, 20 October 2015

Personal Metrics leading to Self-Aware Improvement - the Next Big Thing?


When I ventured into blogging back in Jan 2011, one of my motivations was to take a chance, a leap-of-faith and just get-myself-out there (thanks to Seth Godin & Jeff Jarvis for the inspiration). I wanted to test the waters with writing about my work & professional experiences, as well as experiment with the thought of sharing some ideas of mine, openly and publicly - to gather feedback (at the risk of someone stealing the idea), maybe build up a follower-base, or have people share and link to the post, thus getting some traction....so far though, the going has been really quite slow! But I'm not going to give up - so here's an idea I've been brewing for the last few months, and haven't had much of a chance to do anything about it, until today - first step: put thoughts on paper, and gather feedback, so here goes:

Idea In Brief

I believe that as human beings, we have an innate desire to grow and improve ourselves, to become a better society, aspiring to heights of the kind of social evolution as portrayed by Star Trek, utopia. In order to get there, we are constantly assessing our way of life, the impact we have on ourselves, our fellow family members, friends, colleagues, neighbours, community and society in general. We don't wake up each day wishing to cause trouble and make the next guy's life miserable.

So my underlying assumption is that: People want to improve themselves through becoming self-aware. In order to do this, we need some form of monitoring and measurement, data about ourselves, that we can use to piece together a story that shows where we're lacking, areas for improvement, etc.

It has been quite difficult to have scientific data, that can be quantified, abstracted and relationships drawn that map back to our psychological state-of-mind. Seeking professional help and counsel may help (but it is costly), reading self-improvement books and other emotional intelligence / psychometrics material is also useful - but this knowledge tends to get forgotten pretty quickly. 

The challenge is in remembering and detecting emotional scenarios, and having the sense of mind to pick up on your emotional triggers, consciously and in-the-moment. I found these kind of personal interventions difficult to achieve in practice, we are human after-all, and natural survival instincts are likely to kick-in the moment there is situation that involves confrontation, be it physical or mental scenario.

Imagine though, that it was possible to be collecting information about your own personal state-of-mind, by measuring physical stimuli, like your heart rate, blood pressure, pupil/retina dilation, shift-in-body language, tone of voice, sweaty palms, etc. Imagine these signals are being captured, processed in the background, and relationships being made by some intelligent algorithm, that summarises and draws relationships about your whole self (mind, body & soul). We have a plethora of devices collecting metrics about our physical activities (running, cycling, walking, heart rate monitors, etc.) but very little in the form of taking some these physical metrics and translating into your mental / psychological profile.

Imagine that each day, you are able to review your state-of-being. It tells you the events during the day that led to spikes in heart rate, nervous tensions or uncomfortable experiences. It could also tell you when you likely experienced situations of happiness, joy and tension, etc. You then use this information to consciously make changes in your life, adapt to scenarios, possibly seeking out the situations that promote a positive sentiment, and embark on plan of action to deal with negative situations...

This is what I call the dawn of Personal Metrics leading to Self-Awareness Improvements.

I believe with the variety of smart-monitoring devices out there, from your smartphones, smart cameras and smart-watches - there is an opportunity to make sense of this data focusing on personal data metrics. Big Data is going to enter the personal space, seriously, big time! 

Privacy issues aside, my assumption is that people want to improve, and wouldn't mind using real data-about-themselves to do so.

In the next section, I share some of the core scenarios where this technology can be used:

Core Scenarios & Stories

Scenario 1: Parenting - keeping an eye on your child's stress patterns

Alice and Bob are new to the parenting scene, their child, Sam is about to enter a new school. As parents, Alice & Bob are concerned about Sam's well-being throughout the day. They are are able to monitor Sam throughout (almost in real-time if they need to). At the end of every day, both parents review Sam's stress levels - from this they can tell whether Sam is having a good time, or is experiencing some challenges & stress points. They use this information as an opportunity to find out more from Sam, get to better at understanding the situations (maybe it's only during break time, or there is one particular class that stresses Sam out)....

Scenario 2: Education - Are the students OK?

People often say that society is a result of background, up-bringing and education. Imagine if, as educators, it was possible to monitor your students, to genuinely find out how your students are doing, possibly find out before it's too late, of students that need additional help, coaching and mentoring. 
Imagine that in a group situation, the educator can assess in real-time, whether students are comfortable with the topic or not, maybe there's tension in the room that needs the teacher to change tact (call a break, or address the elephant in the room?)

Scenario 3: Adult - Workplace - Seeking Happiness at work

Bob is employed as a professional in a multinational corporate. He feels like he is just a cog-in-this-big-machine, often facing issues of corporate politics and uncomfortable confrontational situations.  Alice is a self-made, serial entrepreneur, always looking out for the next big thing, networking and improving on her successes.  Joe, like Bob, is also a corporate-member, but he is an agitator, always questioning the status quo, passionate about innovating within the big corporate.
Bob, Alice & Joe have one thing in common - the quest for self-improvement, leading to better, fruitful outcomes in the workplace. 
At the end of every day, the trio reviews their personal metrics. Bob realises that there's certain points in the week that his stress/tension levels are exceeding his normal thresholds. He then correlates that to specific times in his calendar where he has meetings with his manager. Bob takes note and sets a personal reminder on his phone to monitor his situation at the next convention.
Alice finds her heart rate & voice-tone changing whenever she's involved in a pitch to a prospective client, she also finds that she gets really nervous (her personal monitor is able to measure sweaty palms) as she drives in for the meetings.
Joe finds he gets real excited in brainstorming and strategic sessions, and gets really annoyed in a certain meeting with a certain colleague, so much so, that if Joe continues on this trend he may end up destroying the relationship with this colleague, or possibly, harm his health. Joe finds that he generally smokes a cigarette or two after an encounter with this colleague. Joe desperately needs to monitor this over time, and seek out ways to change for the better.

Scenario 4: Coaching, Facilitating & Mentoring Workshops

Alice is a professional coach, facilitator and leadership guide to C-level and senior-management professionals in corporates. Often, Alice starts her workshops by doing Psychometrics 101, getting people to understand themselves, what triggers / motivates / drives individuals in both personal and group encounters. Alice often finds herself facilitating group workshops, in strategic brainstorming sessions, such C-level people are indeed opinionated and not the easiest bunch of people to work with.
Alice, being a qualified psychologist, keeping up-to-date with mental and emotional research, has often relied on her own wit, intuition, gut and finesse in facilitating these workshops - one thing is clear though, she's not a mind reader and has often in the past misread a few situations. Alice could really do with some scientific data to help her improve her workshops, leading to win-win outcomes.
Alice has just the solution. In the workshops she now runs, she has a central console that shows vital information about all the participants in the room. Using this console, Alice can pick up on subtle discomforts, get a sense for the feeling around the room, detecting stressful patterns or spikes - that alerts Alice to change the tact, tone, direction of the workshop.  It wasn't easy getting buy-in from participants, but in the end, in the interests of productivity and successful outcome of the event, people actually look forward to having positive confrontational issues surface quickly, and nip them in the bud.
Corporate C-level managers welcome decisive action, and this technique now has helped Alice lead and transform many a management team. 

Scenario 5: HR Practitioner & People Transformation

Alice is an HR professional tasked with helping her company deal with risks of employee psychological issues, state-of-mind, happiness and well-being in the workplace. Recently, in the last five years alone, a handful of employees had committed suicide much to the surprise of colleagues - if only they had picked up on some subtle cues or changes in behaviour, these deaths could have been avoided.
At first, Alice and the rest of HR team dismissed these events as facts-of-life, part of living in South Africa, one of the most depressing and stressful countries in the world. Life is tough in South Africa, people come to work with their personal issues and challenges, it's very difficult to keep work and personal life separate.  Clearly the line managers are not qualified to detect personal, deep rooted problems, and some people are really good at wearing masks masquerading, pretending on the surface that things are good, when in fact, dig deeper and the story gets concerning.
Alice has decided to experiment with a new technology that promises to make sense of people's emotional & mental state of mind, sense of nervousness and overall well-being, by using scientific principles based on measuring physical cues like heart rate (faster heart rates indicate increasing stress levels), body-language, facial cues and other physical measurements that can be used to show patterns in a person's overall mental wellness.
Alice is aware of the data sensitivity issues, protection of personal information & big-brother like challenges, to get employees to consent to a level of monitoring. Alice believes that it is not only in the best interest of the company to ensure a harmonious workplace environment, but also in the best interest of the individual, to raise above the personal challenges - and together, seek comfort there is counsel available to people to take them through a personal transformational journey.  Alice believes in the end, this will add value to society overall, in time.
Alice also sees opportunity for line managers to make positive use of the personal data analytics & metrics. Managers can gain insights into team & individual performance, assess the team's maturity level with real data, taking actions to help foster a more balanced and positive working environment. An added bonus is that with near real-time insights, managers can pick up on potential serious issues before there's an outbreak, diffusing potentially explosive scenarios before they even happen!

What's in a Name?

I strongly feel that personal development is important and having a way to measure one's progress on the path to self improvement will be very useful. Personally, I have been monitoring my own self, by seeking out a more healthier work-life balance. Recently I made an intention to work a four-day week. I've also started measuring my happiness-at-work throughout the day, I've got a personal Trello board setup where I track my day's experiences as Good, Bad or Indifferent. I use this data to plot on a chart my happiness levels, and if the chart radiates more to bad experiences, then I take action to change. I am also trying to development a personal happiness matrix...so for me, having complementary technology that supports my personal development plans, will be quite beneficial indeed!

So I am thinking of a pushing this idea out as a product - I have an idea of what needs to happen, I just need to make a start. Hence this blog post, and taking a chance to first get feedback from the public, state my assumptions and aspirations, and get people to comment either validating I'm onto something that could be great, or affirming that I'm nuts and should just stop now!!

Anyway, here's some names I've been thinking about for this technology firm:
  • personametrics.com (is taken, I registered personametry.com instead)
  • mybigdata or mbd (taken)
  • eqlytics (.com available)
  • psychelytics (.com available) 
  • psychometrica (taken, so I registered personametrica.com instead)
  • dataself (taken)
  • medata (taken)
  • mydatalytics (taken)
  • mindfulytics (.com available)
  • dataspirations (.com available)
  • mevolution (taken)

Feedback Please

I have taken a chance by exposing, what could be an incredibly great, or incredibly stupid idea - but that's the chance I'm willing to take. I am experimenting with the connection-economy, the wisdom-of-the-crowds...please share your thoughts. Do you think I could turn this idea into a start-up?? Would people be interested?? Any angel investors out there?? Please leave comments on the blog, or drop me an email....

Monday, 21 September 2015

Management Coaching: Group Strategies & Objectives

This post is about my recent experience on coaching a team of mid-level engineering managers, responsible for functional areas of quality engineering / assurance (software testing, automation tools, user acceptance testing & field trials, quality assurance process). The engagement lasted just over two months. I was called in to mentor, guide and coach a group of four managers, working with them to create their group strategies such that they aligned with the overall company goals, divisional objectives, ultimately working through each line manager and team member. The result was an aligned strategy for each group, measurable and specific, simple and uncomplicated, that each manager could prove traceability back to overall divisional objectives and company goals.

This particular group of managers had just been through a big divisional restructure, fairly new in the management position, working with new people, new reporting managers as well. The team sizes these managers were responsible for ranged from 20-to-80 people. The challenge was not only in setting up the technical strategy, but also figuring out how to effectively manage the people challenges. My clients (General Manager GM & Head of Department HOD) were keen on getting the strategies drafted so they could carry through with the rest of the implementation planning, motivate for future budgets, as well as feedback to the business on the overall progress (and success thereof) of the recent restructure.

So the engagement was kept brief, short and somewhat fast-paced. We didn't have the luxury of time to spend days experimenting with tools & techniques. At first I was quite interested in adopting the Business Model Canvas as the template for each group manager. I didn't have much experience with using the canvas specifically for department strategies, but was keen to try it out. Whilst I've read the book and experimented with some models in my head, I was sure I could adapt the canvas for business strategies. But time was limiting, I did not want to confuse people, and after bouncing the idea with some peers, I figured this was going to be too much trouble, would need a lot of training and facilitation, mindsets would change as well -- something I didn't have time for. 

Note to self: Still pursue the business model canvas as a template for management strategies!

I also considered maybe taking Google's Objectives & Key Results (OKRs) process and applying similar principles. Again, I decided rather not, because I didn't want to come across as shoving down some other company's ideology onto this new team. OKRs would require a few roadshows and experiments to get right, and time wasn't on my side.

So I decided to use KISS - Keep It Simple Stupid - common-sense approach. Also remembering Chip n Dan Heaths SUCCESs criteria from their work on Made to Stick - Simple Unexpected Concrete Credible Emotional Story, and of course throw in the classic management technique of SMART - Specific Measurable Achievable Realistic Time-Bound -- we would be on our way to having a tangible strategy that management would approve.

With roughly just over 100 hours committed for this engagement, spread over a period of two months, the approach I took was the following:
  1. Get agreement that when it comes to management strategy, it's all about being aligned to business goals. So my aim was to provide traceability top-down-up from Company Goals <<<>>> Business Unit Objectives <<<>>> Divisional Objectives <<<>>> Department Objectives <<<>>> Group Objectives <<<>>> Individual Objectives. 
  2. Agree that any activity that does not have a direct link back to a goal, is considered waste and should be canned. 
  3. Seek out senior management's expectations - what were they after really, via simple survey feedback mechanism.
  4. Get the line managers to start thinking strategically by asking some thought-provoking questions - another survey.
  5. Meet with each manager one-on-one. Walk through survey results, compare manager's results with senior managers. Talk about alignment issues. Touch on topics for further thinking.
  6. Teach the concepts around measurement, visualisation, story-telling, envisioning the future, taking ownership, how to deal with bottlenecks, and HR/people challenges.
  7. For each manager, iterate a few rounds of draft strategies
  8. Get all managers to review jointly in a room, feedback and alignment from colleagues important.
  9. Present and walk through strategies with senior management - get approval on priorities and overall acceptance.
  10. Close the engagement & get feedback

Coaching Feedback

Both GM & HOD shared positive feedback - they were impressed by the level of detail, analysis & thought that their new managers applied.  The GM's asked me to extend my coaching to the rest of his groups on this journey, the next one he has in mind is his Project Management Office :-)

Here's some feedback directly from the manager's I coached:
Muhammad was really helpful and a pleasure to work with. His insight and knowledge was amazing.  Also, being on a Programme level gives him visibility from above end to end which mean that he can relate back the experiences and pain points of the different business units etc. What was great, was that he had the ability to ask all the right questions and in a simple form. The way in which he articulates the stuff that we are all thinking about but have no idea how to put together and say it or put it into simple words just leaves me in awe. I looked forward to every one my sessions with him. Without his input and guidance, I now feel, that my department's strategy would have been quite off the mark of where it actually should of and needed to be.
Muhammad's ability to convey his ideas and visualize something that's on his mind always amazes me. The coaching sessions were hugely beneficial and helped me think out the box. He has great insight and I believe a few sessions with him will greatly benefit your career. 
I have enjoyed working with Muhammad because he knows how to get the best out of you, he ask questions, he challenges your way of thinking, he makes you believe in yourself, above everything else, he knows what he's doing and he's definitely a complete Coach. 

Template for Strategies

Each manager crafted their strategy around the following:

  1. Who are we and what do we stand for? Your one-line mantra.
  2. What is the goal of [YOUR DEPARTMENT] & hence impact on [YOUR GROUP]'s goals?
  3. Envisioning the future - i.e. Tell a story of the end-result "Imagine if..."
  4. Table that shows your Aspirations, Expectations & Reality 
  5. Targets to achieve: Short Term (Dec '15), Medium Term (Mar '16), Long term (Mid-16)
  6. For each target, top 3 measurements - i.e. How are you going to measure progress?
  7. Summarise your main obstacles and challenges (where senior management could assist).