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This is the first in a series of Modus Cooperandi’s InfoPaks. They are downloadable, and work like a narrative whitepaper. Think of them like graphic novels for business.
In InfoPak One: Personal Kanban at the World Bank, we discuss the experience we had leading a rapid development project at the World Bank, specifically, how visual controls work with small groups, and why they are preferable to traditional team management.
This InfoPak is best read by clicking the “Full” button above. It’s also designed to be downloaded to distribute to others. Over the next few weeks, we will post more InfoPaks on Personal Kanban. Please feel free to comment and let us know what you think.
Gov 2.0 University begins on September 29th & 30th at LMI in Tyson’s Corner, Virginia. Modus Cooperandi has been working with Hinchcliffe & Company and LMI to create a cutting-edge curriculum that focuses on how to employ 2.0 technologies, patterns, and practices. Courses are already scheduled into 2010. The university includes personal briefings for high ranking officials, two day managers’ seminars, and five day practitioner courses.

Enterprise 2.0 in Zurich
On the 2nd of November, 2009, Jim Benson will be teaching Enterprise 2.0 as part of Somesso’s Leveraging Corporate Social Media in the Finance Sector event in Zurich, Switzerland. The Enterprise 2.0 track is part of our on-going strategic partnership with Dion Hinchcliffe and Web 2.0 University. Using Dion’s courseware, Jim will be teaming with a German counterpart to tailor the materials to the European financial community.
Photo: BeatKüng
PAY NO ATTENTION TO THE MAN BEHIND THE CURTAIN!
What is the curtain?
The enterprise is the curtain.
In concurrent posts, SocialText’s Michael Idinopulos discusses killing pilot projects and the true nature of Enterprise 2.0. He explains:
Enterprise social software isn’t one application. It’s a range of collaborative modes that includes blogs, wikis, micromessaging, personal dashboards, collaborative spreadsheeting, and social bookmarking.
When Michael discusses killing pilot projects (small rollouts as proofs of concept), he is spot-on in saying that the real value inherent to those types of projects is borne of network effects, not in the efficacy of the technology. So pilot projects = proving the tech and not realizing the business value. It would be like if I told you I wanted to know what University life was like, and you suggested I speak to a professor for a day to “try it out.”
Today, Dion Hinchcliffe compiled a list of Web OS trends. His first one is perhaps the most important:
Innovation is one of the easiest and least risky areas that can be tapped by most organizations.
Michael and Dion’s quotations complement each other beautifully, and can be restated as:
Enterprise social software isn’t one application. It’s the realization that innovation has become the easiest and least risky way to solve problems within an organization.
Perhaps most important here is the word “enterprise.” I submit that the term has fundamentally shifted from a consolidated model to a distributed one. The enterprise is no longer a central node with dependent groups hanging off of it. Rather, it has evolved into a network with greater nodal autonomy, faster communication, and improved decision making power.
This nodal structure was there all along. We see it in the human circulatory system, we see it in the layout of ant colonies, we see it in flora and fauna.
The hierarchic enterprise is the curtain. We have been fooled into believing that there is, or even should be, one central corporate OZ qualified to make all decisions. Over time, centralization has created costly information and decision making bottlenecks. Does this mean hierarchy is dead? Obviously not.
Enterprise 2.0 is not a panacea, it is a tool to allow corporate structures – congested by unnecessary bottlenecks – become leaner organizations. By redistributing information and decision making, companies limit waste, reduce costs, and are afforded the freedom to innovate. Microenterprises joined as nodes to a larger enterprise have the simultaneous ability to function both independently and as part of a cohesive whole.
What this means for Enterprise 2.0 is not that it becomes the next ERP, but that it becomes a host of spot-applications or, as Michael says, collaborative modes that allow us to realize Dion’s inexpensive and relatively painless innovations.
P.S. I really appreciate Michael’s “collaborative modes” – it re-orients the conversation from one of techno-miracles to one of business process. Not what are we going to use, but what are we going do?
Blogged at Ebeneezer’s Coffee House in Washington DC.
Photo by Tonianne
Integration is Enterprise 2.0.
This week my friend and colleague Dion Hinchcliffe posted an article on ZD Net describing 14 Reasons Why Enterprise 2.0 Projects Fail. In it he paints a picture of valiant workers surreptitiously cyber-skulking on dank distributed web sites, efficiently working and making money for their companies – all the while keeping an eye out for dagger-wielding IT staff looking to keep their security models and networks digitally pure.
He’s right, this absolutely happens. I’ve seen it in small companies, government agencies, and Fortune 10 behemoths. It is beautiful.
These localized projects are the seeds of true Enterprise 2.0.
Dion’s list of 14 reasons is long, so I’ll let him tell that story (read his post). Here however, we can discuss how those “failures” might fail outright or undervalue success, but our collective definition of success may need some rethinking.
Several of Dion’s 14 (2, 3, 8, 10, 13 and 14) revolve around building Enterprise 2.0 environments that people will use and in the provision of a corporate culture in which they can be used. Another group (4, 5, 6, 7 and 11) call for a coordinated social management plan. Political buy-in is covered in 9 and 12.
Dion’s #1 reason is that solutions can end up being departmental successes, yet not work their way into the rest of the organization.
I believe in the loosely coupled aesthetic.
Those departmental successes that don’t spread to the organization (Dion’s #1 type of failure) may be the real definition of Enterprise 2.0 success.
Corporate Social Management Plans should lay out flexible and forgiving models where workers can select any application they want, and IT should provide simple APIs to connect to any relevant central data hubs. Corporate cultures should back up these plans by rewarding the active seeking out and usage of tools to solve specific problems. Workers should be empowered to use the best tool for the job at the time.
Dion is absolutely correct, Enterprise 2.0 should be about flexibility and solving problems and not about the pervasive use of specific apps across an organization. Why? Because there is a tipping point between what is a popular application and what becomes an institutionalized application. Once we hit that tipping point, it’s no longer Enterprise 2.0.
To sum up
Enterprise 2.0 should be a structure that allows great flexibility in the choice and use of applications throughout an organization, supporting the applications with APIs to allow data to be taken from and deposited into central data stores.
And
Enterprise 2.0 currently “fails” because we are attempting 1.0 deployments of 2.0 applications.
Photo by Certified Su
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Sometimes your relationship to work is initiative based, other times it is reactive. This is simply the nature of work. It is normal, and nothing – not personal kanban, not GTD – is going to change that.
In the game “Go” (“Weiqi” in Chinese) there are balanced strategic concepts for the natural ebbs and flows of taking the initiative or reacting to a change in a situation. “Sente” is the term for the initiative, “Gote” is the term for being reactive.
In English, we’d be tempted to equate these to Offense and Defense. However, there’s a subtle difference here. The word “defense” has a few connotations we’d like to avoid when working. One is that you are on the defensive when you’ve lost control of something. The other is that the goal of your defensive strategy is to quickly regain an offensive strategy.
This comes from the animal brain inside us all. Reaction is the gazelle taking flight when the cheetah springs forth. Reaction, for human beings, naturally caries a fight or flight response.
In Go, Sente and Gote positions are perfectly acceptable at all times. There are Go Masters who can win a game and play almost entirely from a Gote position. The Sensei knows that reaction is itself an action.
Why is this important?
Life comes at you fast. The nature of personal work is that some days are quiet, comfortable, and predictable. They are yard work or cleaning the house. Systematic and reassuring. Other days your water heater explodes and covers your basement in water, steam and destruction.
Some days you are at work, methodically finishing up your report and other days you are surprised to get a report back with particularly nasty comments and an unrealistic deadline to fix it.
On days like this we realize that life doesn’t always respect our personal goals. Mopping up water and pulling down saturated wall board isn’t helping us achieve our goal of learning Spanish. This makes us feel like we are on the English term defensive, and that upsets us. We wanted to learn Spanish by Tuesday and now we have to wait.
Well, this is why most businesses fail. It’s why bosses are cranky. It’s why people don’t feel they get what they want from consultants. It’s why that damn plumber is STILL HERE installing the dishwasher.
Life is, by its very nature, chaotic. We’re lucky that it is predictably so, but it still does not adhere to our plans. Whether you are doing Sente or Gote work, the work needs to be done. The best way to assure rapid and effective completion is to look past the emotions of “defensive” and accept Gote into the attainment of your goals.
What kanban seeks to do is visualize how your work is actually done. It actually accounts for exploding water heaters and other unexpected events because, over time, your throughput will reflect these.
So, say you have 20 projects at home and they have an average cycle time of 4 weeks from conception to completion. The mean time to completion though, might only be 2 weeks. There were a few outliers in there that took 6 or 8 due to unforseen events.
What you know from this is that you have a maximum of 8 weeks to complete a household project, it’ll usually be done around 2 and that 6 is a very safe number to promise completion by, with 8 being virtually guaranteed. As you notice this, you can start to examine why those 8s are happening.
I’d be willing to bet those 8s are projects that developed a defensive posture and were delayed due to emotional reasons. In short, they were shelved because they became too hard to finish. Well, those unfinished projects mount up and procrastination has a price. You now have a 2 to 8 week variance in the time it takes you to finish something around the house.
So we can examine those projects. Are the 8 week ones just more complex? Do they involving cleaning? Yard work? Being outside when the chatty neighbor might want to chew your ear off? Are they perhaps even unimportant?
When you find the commonalities in the outliers, you can then develop Gote strategies. As I said, Go Masters are unphased by adopting a Gote posture because there are deep and tested strategies for achieving victory from Gote maneuvers. Part of this is tactical series of moves that undo an offensive maneuver by your opponent, but the other part is mental. Reaction to events whether on the Go board or in life in general is natural. Acceptance of this natural relationship calms the fight / flight response in our animal brains and allows us to quickly and effectively deal with the unexpected work. This reduces the time to completion, shrinks our cycle time, and eliminates outliers.
Be calm, deal with the issues, reduce variance.
In both Agile and Lean management there are points called “retrospectives,” regular and ritualized moments where a team stops to reflect. Checking processes for only a few minutes lets you re-orient the course of your work. These retrospectives allow a team the opportunity not only to celebrate or bemoan accomplishments or setbacks, but likewise to serve as a constructive way to create and direct their course. A retrospective shows us that things either went well or they didn’t, understanding that either way, there is always room for plotting the effectiveness of future work.
Over the past few months, I’ve spoken with many people who’ve begun to use personal kanban. During the course of this thread, many of them have shared how they’ve started to deploy Kanban as a collaborative tool, using it to plan, prioritize, and do work both at home and in their place of business. Now we have to go that last step – we have to think about what we’ve done.
Whether it’s on our own, with our families, or with a team, a retrospective is vital in being able to identify, elucidate, and enact positive change. Retrospectives can take place at whatever intervals you are comfortable with, and for whatever period of time. Again, I’m not writing a how-to manual here, these tools should help you or your group manage tasks in a way that works best for you.
We can – and will – discuss a range of options for what a retrospective might look like. But just like a kanban can reside on a white board, a piece of paper, a computer screen, or even a kitchen appliance, a retrospective is what works at the time. If you are just finishing a project in the garage or on day 4 of hurricane disaster relief, checking your processes for only a few minutes will let you improve what you’re doing
You don’t have to fly to Pluto to gain from small course corrections. You want to always be fine-tuning your workflow and your work management. In upcoming posts, I’ll talk about a variety of retrospective styles – some that are thought exercises and others with statistical rigor. Whatever you prefer, there should be one for you and your team.
Note: When Kanban is working really well, and you have an intimate understanding of your work, then you will achieve what Lean calls a “kaizen state,” a culture of continuous improvement. At that point, you are constantly doing retrospectives simply because you are so aware of your actions, and a such, a separate retrospective may not be necessary.
See the whole Personal Kanban series.
NewHorizons2015 is NASA’s Pluto Mission – which requires both course corrections and a whole lot of delayed gratification.
It has been fascinating to watch the personal kanban meme spread through use and not through pontification. When people see a personal kanban in action, it just makes sense to them.
Parents start with their own kanban and soon their kids have them and then the family shares them. Peter has one, then his girlfriend wants one as well.
There are stories coming in from people who have used personal kanban or something rather like it over the last several years. Educators and therapists have been giving me excellent feedback insofar as why it works for kids. Why it works for adults. And why it has such an instant appeal.
Hearing from practitioners in all sorts of fields is showing me that a visual flow-based self management system is simply how we are wired. That everyone can benefit from it has been shown time and again.
The fact that kanban can move seemlessly from the shop floor to children to development teams to all everyone surely must be telling us something. People aren’t just starting to use a kanban because it’s an alternative to the to-do list. They are using it because it is expressive, fun and makes life easier.
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A wiki is a website anyone can edit.
A kanban is a workflow anyone can edit.
A wiki entry is always able to be improved upon.
A kanban card is always able to be refined.
In wikis, there is a constant reification of ideas.
In kanban, there is a constant reification of work.
In wikis, incorrect information is identified by the group and excised.
In kanban, waste is identified by the group and excised.
A wiki stores and displays information to make group effort available to all.
A kanban stores and displays information to make group effort available to all.
A wiki stores and displays information to make personal contribution explicit.
A kanban stores and displays information to make personal contribution explicit.
A wiki draws on the natural human drive to complete a task.
A kanban draws on the natural human drive to complete a task.
A wiki is self healing through social editing.
A kanban is self healing through social management.
A wiki is a fundamentally simple concept with massive social repercussions.
A kanban is a fundamentally simple concept with massive social repercussions.
Kanban is Workipedia.
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We’ve started a Facebook group for Personal Kanban, a dedicated web site is on the way, and a book is in development. I’m still tweeting about personal kanban through my personal twitter. If you want to read the existing personal kanban series, just click the link!
We really weren’t expecting personal kanban to take off like this. This inadvertently added to our workload (making our personal kanban even more important!)
As always, if anyone is working with personal kanban, we’d love to see you post your experiences and pictures on twitter, on your blogs, in the facebook group, or contact us and we’ll have you guest-blog on the upcoming personal kanban site! Everyone’s stories are as individual as their work is. The more stories we can gather from different individuals and groups, the more we can punctuate how this is an adaptive tool and *not* a one-size-fits-all personal management pipe dream.