Blog - Page 2 of 11 - delightability

September 20, 2016

Learning Innovation From Bees

There is something you should understand about ideas. It isn’t always the highest quality ideas that advance. Sadly, in many organizations and groups, WHO an idea comes from matters most; but, it shouldn’t. In this regard we could learn something from nature, in particular from bees.

Bees have a healthy innovation culture

Each morning, scout bees venture off in search of nectar, water, and better nesting grounds. This pursuit is necessary to sustain life for the entire colony. When a bee discovers a stash of nectar, water, or a great nesting site, it returns to the hive and performs a waggle dance.

In this dance the energy exuded signals to the surrounding bees the value of the treasure found. More waggle means a better stash. This is a fully inclusive process. No scout bees returning to the nest are discriminated against because they don’t carry a certain title, possess a certain number of years experience or have a direct relationship with the queen.

Every Organization Has Buried Treasure

Bees appear to work alone but are always working in a larger distributed team for a common purpose to keep the hive alive and thriving. Whether you lead an organization or simply work with or for one, act more like a bee and less like a raccoon and your hive may soon thrive, too. Imagine the treasures organizations could free from their employees’ imaginations if those employees were as engaged as waggle dancing bees.

Recipe #40: Dance Like a Bee

Have a discussion with your team to brainstorm how you can work together more like bees and less like raccoons. Discuss how your organization handles shiny objects and how you can establish the equivalent of an innovation waggle dance.

About The Author

Gregory Olson is the author of The Experience Design Blueprint, a book about designing better experiences and then making them come true. Chapter 8: Bees & Raccoons especially pertains to this blog post. His latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans.

Gregory Olson founded marketing strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help. Gregory serves as a volunteer board member for Oikocredit Northwest, a support association for social investor, Oikocredit International and as an advisor for Seattle University’s Department of Computer and Electrical Engineering.

September 13, 2016

The Care and Feeding of Ideas

[This article is from a talk I gave to members of the Olympic Club on September 1, 2016. I’ve added a few links and shared it here for members of the Olympic Club and the broader public. I’ve turned off comments but feel free to reach me via phone, email or social media.]

an 8 minute talk and an even quicker read

Everything begins as an idea, this talk, this Club, even The Rainier Club. They ALL started as ideas. But, ideas are not exclusive to any club. EVERYBODY gets ideas.

Some ideas will move forward and make an impact in people’s lives. Nine of us recently convened on an electric boat on Lake Union to celebrate Mr. Riddle’s 70th birthday. That too, started as an idea. The idea happened and I think it made a very positive impact for all involved.

While some ideas actually happen, other ideas remain trapped in our imaginations or become stalled, never to make an impact in the real world. I was curious about this. I had my own experiences, but I wanted to hear from others. While doing research for my first book, The Experience Design Blueprint, I asked people in all types of organizations why they thought ideas failed to gain traction.

Idea Mortal Enemy #1 – Lack of Clarity

The number one reason I heard for why ideas don’t move forward was “lack of clarity.” People simply didn’t know how to get started or what the next step was. What people really need is a clear path forward and a starting point – even a small step in the right direction. But, we have a poverty of language when discussing the movement of ideas. One of the things we need to understand about ideas is that – as they move from concept to completion – the people involved operate in three distinct psychological zones. Two of these zones we have some familiarity with, the third zone – not so much. The first psychological zone is the idea zone.

Idea Zone

This is the zone we are in when we generate ideas. The idea zone is home to sticky notes, pictures, envelopes and napkins, the whiteboard, and every other place we capture our ideas large or small, good or bad. We are all familiar with the idea zone.

Execution Zone

The other zone that we are familiar with is the execution zone. Here is where the calendar lives, and deadlines and our to-do lists. This is the mental zone for all items related to the discipline of execution. When you are reviewing the Olympic Club program schedule or other upcoming appointments, you are in the execution zone.

I’m going to pause here to take a quick poll? Who here considers themselves more of an idea person? Raise your hand. And who here considers themselves to be more of the execution police – that person that is mindful of the details, even holding others accountable? Yes, it’s the same result I see over and over; I usually find about a 50/50 mix when I take that poll.

Advancing Ideas IS the Challenge

The challenge is in going from the idea zone to the execution zone. Specifically, how do you advance an idea, especially when multiple people are involved? I’ve asked this question 100’s of times and I rarely receive good answers. This is a key area where the poverty of language is harmful to ideas.

Idea Buzz Kill

A board member once shared with me what she would tell other board members that approached her with an idea. She would say to them, “That is a perfectly good idea. Why don’t you come back to me when you have a fully executable plan?” What she didn’t realize at the time was that she was in the execution zone and the people approaching her with new ideas were in the idea zone. She was effectively shutting people down without realizing it. She was dismissing ideas outright, not on the merits of the ideas, but because of how and when those ideas were shared. They needed to have a different conversation. And, that leads us to the third psychological zone, the zone we are mostly blind to, the conversation zone.

The Conversation Zone – Seeing The Big Picture

The conversation zone is the place where we have authentic dialogue. In this mental state, alone or with others, we flesh out ideas enough to gain further understanding of the idea and why it matters. In this zone, we gain the perspectives of others that might sharpen and improve our ideas. In the conversation zone we get on the same page and build a simple plan that all can agree to. When we are in this zone we are trying to “see” the big picture. After creating the big picture we may realize the idea isn’t worth pursuing after all and that’s okay.

If you skip the conversation zone – by jumping directly to the execution zone you’re likely to burn precious time and resources. And, you’ll like hear these questions.

What are we doing again?
Why are we doing this?
What’s the next step?

Overcoming Stuck a.k.a. Wandering in the Swamp

The conversation zone provides the clear path forward and addresses that #1 reason ideas don’t move forward – lack of clarity. Each of us moves in and out of the three psychological zones; so do those around us. That makes it especially challenging when working in groups. People are often in different zones but we don’t recognize it. There are no indicator lights or flags. Having a mental model for the three psychological zones is helpful. But establishing guiding principles for each zone adds to the care and feeding of ideas.

Guiding Principles for the Idea Zone:

When you have an idea put it in the playground (that’s the name for the space where you capture ideas)
Ideas can come from anywhere and at times inconvenient
Ideas are not judged in the playground

Guiding Principles for the Conversation Zone:

If you want to advance an idea, create a big picture
An idea not implemented makes no impact
Any idea can be broken down into big chunky steps along a implementation path
Every idea should have a payoff

Guiding Principles for the Execution Zone:

A task unclaimed is a task undone
Inspiration has expiration, so it’s best to get started early
Once you get started, it is easier to keep going
Show visible progress to motivate yourself and others on the team

Recognizing the three psychological zones and referring to guiding principles for each zone can create smoother, more transparent behavior and more positive outcomes. It can also eliminate the drama and ill feelings that plague individual members within groups. Overcoming the poverty of language and normalizing productive behavior around ideas is a pathway to higher performance – as an individual and especially as a team.

One of the CEO’s I interviewed for my book wished that I had shared these guiding principles with him earlier. He recalled a time when he shut down an employee on a conference call when that employee suggested an idea. Rather than shutting him down, he later realized he should have said, “Sounds like a good idea. Put that in the playground and we’ll discuss it later.” Most ideas do arrive at inconvenient times. You know this firsthand.

Talking About the Movement of Ideas is Empowering

A client, a CEO of a software company, was frustrated because none of his employees shared ideas, although they interacted frequently. One of the first things we did when we began working together was to create a visible playground where ideas could live. Once we did that ideas flowed to it freely. The company entered new partnerships and created mobile and cloud versions of its software. Each of those ideas initially started as an idea written on sticky note and placed in the playground.

In Summary

Ideas are like food. They are better to be shared with others than left to deteriorate in isolation. Imagine if more ideas received the care and feeding they needed in order to move forward. Imagine that happened all across this city and in every city. Imagine people getting involved to nudge ideas forward; ideas that could make a big impact.

As I mentioned in my opening remarks, everything begins with an idea. Perhaps your next idea is right around the corner. Whenever it arrives and whether it is large or small, and whether you are working alone or with a team, I wish you much clarity and clear path forward. I hope your next idea fully takes flight – liftoff.

about the author

Gregory Olson’s latest book, L’ impossi preneurs: A Hopeful Journey Through Tomorrow, is a light-hearted and deadly serious book containing a couple of hundred ideas that if implemented would create a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans. Greg also authored The Experience Design Blueprint, a book about designing better experiences and then making them come true.

Gregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help. Gregory also serves on the board of Oikocredit Northwest, a support association for social investor, Oikocredit International and the advisory board for Seattle University’s Department of Computer and Electrical Engineering.

August 11, 2016

Clouds or Weeds: Where Should Strategy Live?

Having lofty ambitions is good. After all, by striving to achieve the impossible we may actually do it. And, the rewards can be many. But, if we only have lofty ambitions and pay no heed to the myriad actions required along the way to achieving them then we’ll likely never reach our destination. Many organizations (and individuals) fall into this head-in-the-clouds trap.

Being More Grounded

You’ve heard it, maybe even said it, “You’ve got to be more grounded. Get your head out of the clouds.” People who say such things are mindful of the implementation details. They are the “execution police” among us. Whereas some minds are filled with lofty ambitions, others are consumed with getting things done. The details they fret over may appear to some to be too grounded, or “weed-level.” But completing weed-level projects is necessary for a functional organization. Whether it’s invoicing the newest customer or making payroll, updating the website, or producing and distributing the latest company news or developing a block of code, weed-level projects guided by a coherent strategy propel an organization toward its destination.

Guided by Coherent Strategy

The caveat in that last statement is “guided by a coherent strategy.” If weed level projects become the strategy unto themselves then the organization is headed for trouble. When strategy gets hijacked by a propensity toward getting things done, minutiae can begin to consume all available resources. When this happens, there is no longer capacity in the organization for healthy discourse. Nobody would ever hang a banner on the wall expressing the norm of “Guided by Minutiae” but many have felt this way in organizations large and small. This spells trouble for employee engagement and an otherwise would-be innovation culture.

Beware of Action Junkies

At the extreme, “action junkies” place demands on the organization that might be counter to the strategy already in play. The time horizon for gratification shrinks. Instead of thinking long term strategy and the benefits thereof, short-termism takes over. This can happen at all levels of the organization, shifting the focus and further demanding the attention of others. Suddenly people are pulled into “surprises” while others may be shed like an unwanted winter coat. You’ve heard this play out in organizations before; perhaps you’ve even uttered the words, “We just need….” When short term tactics become the basis of your strategy, your organization begins to drift. Persistent strategic drift will cripple an organization, no matter its size or tenure. See related articles: Don’t Let Your Organization Become a Lumpy Snowball and also Focus Focus or Hocus Pocus.

“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” – Sun Tzu

Sun Tzu said this well, “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” 2500 years later we still are dealing with the same human foibles on the battlefield, in board rooms, and in every room.

The False Choice

In the title of this article I presented you with a false choice, namely, where should strategy live, in the clouds or in the weeds? Actually, you need strategy in both places. Your strategy needs to produce strategic imperatives that communicate the overarching aims of the organization. You also need a strategy to continuously ensure that the execution level details remain hitched to strategic aims. This passes the relevance test. You should be able to walk down the strategy from the clouds to the weeds and vice versa from the weeds up to the clouds. If you cannot do this without massive tension among those involved in the discussion then more work (and conversation) is warranted. Two scenarios are likely at this point.

Scenario 1: Mapping but Questions Remain

You’ve heard of such practices and maybe have some firsthand experience mapping individual goals to department goals and objectives that in turn map to the organization’s strategic imperatives. That is great. You’ve started but related challenges to resolve include:

Is your innovation culture able to detect changes in customer mood, needs, and desires?
What about the changes in technology, communications, and other factor outside your organization that are certain to change?
Does your organization embrace ideas that may come at times inconvenient? Does it matter where those news idea comes from?
What about responsiveness to competitive changes or budding alliances in the business landscape?
And, how will you keep score of your progress or lack thereof?

Scenario 2: Conversation Needed

You’ve not performed strategy mapping in any form. In that case, definitely more conversation is warranted. For that, I recommend you assemble a team, carve out quality time (and place), and begin a regular dialogue beginning with the questions raised in scenario 1) , but more generally how can your organization remain relevant in a constantly changing environment? One model to leverage is the Promise Delivery System, the subject of Chapter 8 in, The Experience Design Blueprint.

The model and method you use isn’t as important as you establishing a regular dialogue on strategy and execution. Once you do, you’ll more naturally know whether the weed-level project du jour is “on-strategy” or a defection thereof.

A Strategy That Lives

When enough people in the organization are executing on a coherent and communicated strategy, employee engagement will soar, an innovation culture will coalesce, and the organization’s well being will improve no matter how you’ve collectively defined that. Then you can revisit the original question about where strategy should live. Instead of answering “in the clouds” or “in the weeds” you can confidently state “our strategy lives in both places and in between. We are able to shape and shift our strategy as needed. Our strategy is alive and well. Our many stewards of strategy are on the watch and at the ready.”

about the author

Gregory Olson is a consultant, speaker, and author. He founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and entire nations. Gregory Olson’s latest book is L’ impossipreneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans.

Greg also authored The Experience Design Blueprint, a book about designing better experiences and then making them come true.

August 5, 2016

Small Business Leaders Struggle with the 3-Legged Stool: How to Overcome

Like most entrepreneurs and small business owners, you likely have a long list of things that get shoved off to the back burner waiting for another day or week when there is more time. The trouble is, more time never actually arrives, right?

Today is no different from yesterday and tomorrow will look much the same. You only have 24 hours in a day. When it comes to time, there is no aristocracy of wealth. Genius or laziness is not rewarded or punished with any more time.

The 3-Legged Stool

Every small business owner struggles with maintaining balance among these areas:

Maintaining a smooth operation – invoicing customers, paying expenses, having good procedures in place to prevent business breakdown and wasting resources
Delivering value – providing to customers whatever your business does as its core offering, i.e., products, services, and support
Promoting value – performing the sales, marketing, and business development functions to ensure 1) prospects know your business exists; 2) customers understand your value and provide you with validation; and 3) employees, partners, and customers stay engaged.

Stop Letting Your Personal Life Suffer

The person sitting atop a well-balanced 3-legged stool has the opportunity for a personal life. Chances are you’re not very good at all three legs of the stool. In a large company you have the benefit of departments to focus on activities related to the different legs of the stool. That probably isn’t the case in your small business where you have to spread your time, talent, and attention across sales, marketing, account payable, human resources, product development, etc. Even if you are good in all areas, you’ll struggle with the limited time available. When the legs of the stool get out of balance or become all-consuming then you and your personal life get sacrificed or worse, topple to the ground. Business performance then also suffers. We’ve all been there.

Five Things to Overcome the Struggle

Recognize the need to slow down: sometimes you need to slow down in order to speed up. It is true when hiking up a steep trail and it’s also true in business. As a now deceased friend has taught me, “Make time to linger.” R.I.P. Donald Marsh.
Revisit your operation: perhaps you need new operating mechanisms that could prevent snags in the business operation that if left unresolved will end up consuming resources. As a start, begin to identify where your time gets wasted. If you don’t know, begin monitoring your own time over the next week or month. Identifying the workarounds could be a place to fix first. If you have employees, they’ll know these rough spots.
Stay on course: your energy spread in too many directions can fatigue you and crush personal and business performance. Be deliberate on your destination and script the critical moves needed to get there. Read the Destination Postcards article for an exercise that can bring discipline to charting a course and then staying true to that course.
Confront reality: mind the uncomfortable gap you have between your current performance and expected performance. Focus on key areas and find acceptable discomfort for what you’ll not work on in the near term. You cannot do it all, so find some peace in accepting that. See Business Performance Continuums exercise.
Force multiply through others: recognize that you cannot do it alone. It is difficult to involve somebody else in your projects and business, especially if you already feel overwhelmed. But, chances are you’ve wasted more time agonizing over how to start a project that another person would have completed by now, if you engaged them. There is plenty of talent available to help you in whatever your endeavor is. More talent on the team can come in many forms: full-time or part-time, employee or alliance with a service provider. At Delightability, we are a virtual marketing department serving clients’ needs, providing both consulting and creative services. Whether small or large projects, every one of our client engagements involved busy business leaders, like you. But, remember what our clients have now come to realize, namely, that you don’t get the benefits of a strategy not implemented.

Write that down on your wall or whiteboard and revisit it often, “You don’t get the benefits of a strategy not implemented.” Eventually, you’ll do something different to close your uncomfortable gap across the 3 legs of the stool while at the same time getting your personal life to soar.

about the author

Gregory Olson is a business and marketing consultant, author, and speaker. He founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and entire nations.
Gregory Olson’s latest book is L’ impossipreneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans.

Greg also authored The Experience Design Blueprint, a book about designing better experiences and then making them come true.

July 29, 2016

Stuck in Low Gear? Time to Shift.

Have you ever dismissed something straightaway because you knew it to be false? Or, have you parroted something you heard because you were certain in its truth? Of course you have; we all have.

Whether it is fact or fiction if it reinforces our beliefs then we strengthen our views, digging our heels in further. And, if it doesn’t strengthen our views then we summarily dismiss it, like a filter protecting us from noxious air. Researchers refer to this phenomena as the “backfire effect.” It is even more pronounced when the new information challenges an especially emotional or long held belief. For a depth reading with examples on WMDs, Stem Cell Research, and Climate Change, see this document.

Reluctant to Change

No matter the issue, whether politics, environment, economic, or social justice and whether it is far away or something local, we are often stuck in low gear when it come to acceptance of new truths. And, it seems that we are reluctant to shift.

But, shift is what we must do. Recognize that change for change sake is not good. The logical fallacy of Appeal to Novelty (that which is NEW! is better) is as deeply flawed as its cousin, Appeal to Tradition (that’s the way we’ve always done it so it’s the best).

Progress Requires Change

Whether you are a champion of change or the status quo you must accept progress inherently requires change. But, how do you react when change is afoot? Jeffrey Moore documented well in his 1991 book, “Crossing the Chasm” that each of us self segments on an axis of risk aversion. It is a classic technology marketing read. Before him, Everett Rogers discussed the same concept in his 1962 book, Diffusion of Innovation. This line of thinking is where we get the widely used terms, “early adopter,” “laggard,” etc. This is easy to think of in terms of technology adoption.

Impossipreneurs Face Multiple Barriers

But, technology isn’t the only hurdle we face as change agents, entrepreneurs, and as a society. As I outline in my latest book, L’ impossipreneurs: A Hopeful Journey Through Tomorrow, once an entrepreneur overcomes technology hurdles, they must still face head-on, the political, social, and culture opponents who oppose their success and who would rather see things stay exactly as they are. This is true whether the agent of the new, was Nikola Tesla, Helen Keller, Franklin Delano Roosevelt or is the entrepreneur of today, especially the social entrepreneur. Welcome to the term, impossipreneur.

Backfire Effect Near and Far

The backfire effect is part and parcel to the opposition faced by the bringers of the new and those who dare surface the truth. If you have a tough time grasping this concept, envision trying to ensure voting rights and fair elections, an inherently nontechnical challenge rife with political opposition. Or, think of the social and cultural barriers you’ll face in introducing safe medical and burial practices to villages grappling with the Ebola virus. The backfire effect is alive and well, near and far.

Competing Narratives

Each of us has a visceral reaction to the headlines we scan and soundbites we hear. Some anger us and some make us feel sad. Fewer by design make us happy and still fewer cause us to think deeply. Consider your reaction to what you are hearing and seeing today. What narrative are you tuning into? Are you tuned into a narrative that desires to keep things as they are or one that seeks progress? See related post about the history of regimenting minds – Mind Hajacked: A Brief History of Propaganda.

Truth Doesn’t Care About Feelings

Consider at certain points in history, it was deemed that the sun revolved around the earth and that the world was flat. New ideas and models challenged those “truths” of the moment. Do you think you would have supported these novel ideas and gone against the tide of the times? The funny thing about the truth is that it doesn’t care about your beliefs or feelings. Newton’s Universal Law of Gravitation applies to you even if you choose not to believe in it. Truth has a funny way of surfacing even as others attempt to suppress it.

Reaching Our Potential

Whether we champion the new or hold onto the status quo we should do so on merits of truth, not because it’s new, tradition, or fits our current views. Resist the soothing temptation of the backfire effect. Find solace in the truth and upgrade your thinking. Imagine the possibilities when, as a society, we are able to overcome the backfire effect. Think of the authentic dialogue and meaningful connections that would ensue. It’s at that time that we will free ourselves to live in to a higher potential. I hear the gears a whirring; perhaps it’s time we shift.

about the author

Gregory Olson’s latest book is L’ impossi preneurs: A Hopeful Journey Through Tomorrow, a light-hearted and deadly serious book about a brighter future where we live more meaningful lives, governments invest in people and sustainable progress, and technology serves humans. Greg also authored The Experience Design Blueprint, a book about designing better experiences and then making them come true.

Gregory Olson founded communications strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help. Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.

July 25, 2016July 4, 2022

3-Funnel Diagnostic; Fixing What You Cannot See

You see a model that is so simple that it can't possibly apply to your unique situation. That's what most people believe. It is also the reason why most humans (and business leaders in particular) struggle to learn from others. But, people like you do learn; this article is for you.

The 3 Funnels is the Key to Organizational Longevity

No matter the size or type of your organization, you’re subject to the 3 funnels - there is no escape. Effectively navigate the 3 funnels and never run out of cash and you'll be a going concern forever. The 3 funnels are (left to right in the image above):

The exposure funnel where you turn suspects (A) into prospects (B);
The adoption funnel where you turn prospects (C) into cash generating customers that are using your product or service (D);
The retention funnel where you turn customers (E) into loyal advocates (F) that help you attract more prospects, in turn reducing your marketing expenses related to the exposure funnel.

Leaky Funnels and Blocking Covers

Limited flow through any of these funnels negatively impacts your organization. The funnel shape implies that there is a slowdown; people enter the top and then take a while to get out through the bottom. No matter how perfect your organization you won't have 100 percent throughput. Some customers never make it through the funnel. It can be as though the funnel is leaky or has a cover that prevents people from entering. You don't want to be a board member, executive leader, or manager that makes decisions that in effect, limit the flow through the funnels. Don't be your own competitor.

3 Funnel Diagnostic

If you want to spark some authentic dialogue in your organization then pull together a team and perform a 3 Funnel Diagnostic.

First, build a report against the 3 funnels to show how many people are at each of the stages. Can you do this?
Secondly, discuss all of the activities that your organization is involved with in moving people from initial suspect all the way through advocacy. No doubt you discover organizational performance gaps. Understand the customer journey.
Thirdly, discuss what barriers are preventing people from entering each funnel or making it all the way through. By doing this, you'll surface where people get stuck and the reasons why. I guarantee you that the reasons will be more attributable to your organization's own performance gaps as opposed to your competitors doing a far superior job. This is especially evident in industries where customer satisfaction is low industry-wide.

Have a Better Conversation

Let's face it, in most organizations the discussion around the sales or marketing funnel is overly simplified and dominated by whichever department is more influential at the time. But, that isn't the most productive way to run a business. When sales and marketing are not working cooperatively together then customers and would-be customers suffer. Not long after that the business suffers.

A better conversation centers around your customer and the steps (touchpoints) they go through from first learning of your product, service, or company to becoming a loyal advocate. Three distinct funnels best represent this metamorphosis from suspect to prospect to customer to advocate. Sure, it is easier to dumb things down and create a single simplified funnel. But, imagine your accounting department or bookkeeper only had a single account as opposed to a full chart of accounts. You'd have an accounting nightmare and subsequently a tax nightmare. That is no way to run a business.

Evolve your conversation around sales and marketing funnels and your business will evolve, too. Proposing such a 3 Funnel Diagnostic will take some courage. But, you have courage, right? Want some assistance? Get in Touch.

about the author

Gregory Olson authored The Experience Design Blueprint, a book about designing better experiences and then making them come true. Chapters in the book that especially pertain to this article include:

Chapter 3: Who is in the Sandbox?
Chapter 8: The Promise Delivery System
Chapter 11: Barriers to Innovation and Overcoming the Wall

July 23, 2016February 29, 2024

Avoid Event and Launch Fail by Thinking in Three Zones

Thinking in Three Zones - Like Making Music Before - During - After the audio mixing console

Conventional thinking says showing up is half (or 80%) of being successful. This is rubbish. If you just show up, you’ll not like the results. Even if you do, others will not. Showing up isn’t good enough for things that matter. Imagine a news anchor “just showing up” or a keynote speaker, actor, executive, job applicant, bride or groom, sales executive, or you. Showing up might be okay for insignificant things like cleaning your garage or drinking coffee in your pajamas while reviewing pre-breakfast social media trends. But, most of us aim for bigger moments in life. And in those moments we’ll want to do more than show up. Here is some secret sauce to make the most of moments that should matter.

Think of Big Moments as Events

No matter what you are working on it can be represented as an event that completes at a point in time. The exception to this is a program. Programs by definition are ongoing as opposed to projects which are finite in duration. Programs can be thought of as a series of connected projects.

The Point in Time

If you are working on planning an event the point in time becomes obvious. It’s the moment that eventually arrives. After all, you’ve put it on the calendar and probably invited people. But, less obvious are things like product launches, website launches, design of new services, communications, strategic planning, assembling a team, creating a movie, going on vacation, or moving to a new location.

The Big Moment

So, we have this point in time where your, we’ll call it “big moment”, completes. Let’s unpack that moment. There is the time leading up to your big moment as well as the time that follows. And of course your big moment covers a span of time as well. For an event that might be an hour or a few days in the case of a trade show event. So, really we have three periods of time, or time zones.

Thinking in Three Zones

As it turns out, anything you’re working on has these three zones. If you are mindful of the preparation leading up to the big moment then no doubt when your big moment arrives it will be smoother, higher quality, more engaging, and more likely to yield the results you want. And, when that happens the zone following your big moment will be likely involve sharing, celebration, reflection, and more opportunity.

Ignorance is not Bliss

But, ignore any of the time zones and you are leaving much to chance. Imagine the best trade show ever (or family reunion). Of course you’d love to have pictures to relive the memory of where you connected with your best customer (or cherish the memory of when your favorite Aunt was still alive). Well, to have those pictures to reflect upon, somebody somewhere would have had to think to secure a photographer or provide instructions to many people to take pictures and later share. Without that forethought, the event would unfold in time and the opportunity to take pictures will evaporate along the way. Time marches on whether you are prepared for it, or not.

Make the Most of Your Big Moments

To make the most of your big moments, whether you are working alone or alongside a team, think in three time zones. What needs to happen ahead of the event, during the event, and following the event.

Zone I – Readiness

Most things of any significance cannot be accomplished alone. Things to think about in the readiness zone include:

Who needs to be prepared?
What information will be needed? How will we get it?
What is the sequence of actions leading up to the moment?
What can be completed ahead of time?
What communications need to be created?
What deadlines to we need to be aware of?
Who can help accomplish all of this?

Zone 2 – The Moment

Project yourself ahead in time to the big moment and answer the following questions:

Who is the intended audience and what will be their context?
What experience do we need to create for them? (See CH 1: What is an Experience?)
What will ensure the experience unfolds as planned?
Should we aim for remarkable, unbroken, or generous? (See CH 6: Aiming for Remarkable, Unbroken, and Generous Design)
Who will be on point for different activities?
Will we capture the moment in pictures, sound, or some other medium?
Who will keep us orchestrated?
What could go wrong and how will we mitigate?

Zone 3 – The Follow

After the big moment completes there is the tendency to rush to the next thing. But, here is a case where slowing down now can actually help you to speed up later. Follow-up, debrief, and apply what you just learned so that you can positively impact what’s next. Some of the things to think about here include:

What should be the follow-up with our audience(s)?
What did we learn and how will we apply it?
Who can benefit by our sharing?
Did we or can we still gain validation?
How could this event be even better next time?
Was it worth it? Shall we repeat it?
What should we adjust going forward?

Summary

If you want to make your big moments matter then you’ll need to imagine yourself in each of three zones before they actually unfold in time. Thinking about what will need to happen in each zone and having conversations with others who will be involved will make the difference between an memorable event that makes a big impact and a lackluster event where people simply showed up. A couple of other guiding principles to keep in mind are:

A task unclaimed is a task undone;
Inspiration has expiration so best to get started soon;
Show visible progress to keep motivated and moving forward;
Checklists are good insurance against overconfidence

If you are working in a team then introduce the three time zones into your business vernacular. Those big moments that await you will notice the difference along with your audience and the team that played a part in making it all happen.

about the author

Chapter 2: Make the Customer Come Alive
Chapter 6: Aiming for Remarkable, Unbroken, and Generous Design
Chapter 8: The Promise Delivery System
Chapter 11: Barriers to Innovation and Overcoming the Wall
Chapter 13: Taking Flight

Gregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help. Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor,Oikocredit International.

July 18, 2016

Mid-Year Business Performance Tune-up: 7-Step Action Plan for Leaders

Automobiles, machinery, and precision instruments at times need to be tuned and calibrated to ensure performance. Life and business have similar demands. If you aren’t concerned about performance then whatever you’re doing is adequate. But, periodically in your life and in your business you’ll want to re-evaluate strategies that are misfiring, products and services that seems amiss, a launch that falls short, an identity that isn’t working, communications that don’t connect, recognition that is absent, etc.

When there is an uncomfortable enough performance gap, then you’ll do something different. This is true in life and in business. Mid point in a calendar year is a natural point to reflect on the first half and project forward what you’d like to have happen by year-end. You may have a similar cycle with your financial planner and dentist. But, what about the rest of you and your business?

There are plenty of tools and conversations you can use. The key is to start. Once you begin it is easier to keep going and pretty soon you’ll be closing the uncomfortable gap just as you avoid toothaches and worse with periodic checkups and cleaning.

Here is a 7-Step Action Plan for a Business Performance Tune-Up

Revisit your strategic imperatives for the year – what were the big bets for the year and are they paying off? Didn’t really have any solid strategic initiatives? Now would be a good time to establish some. Get clear on the destination: where are you going and what does success look like? See related post: Make Work Feel Like Vacation
What have you learned and how can you apply it? Consider both the business landscape and the customer ecosystem. Organizational immaturity and old habits and patterns may get in the way of identifying and leveraging the talent and resources available in the business landscape. Also, if you don’t have personas to represent your various stakeholders now would be a good time to prioritize their development. Personas provide representative profiles for a customer base and other stakeholders too, e.g. investors, employees, partners, etc. As a design tool, they are a powerful way to visualize and communicate behaviors, goals, wants, needs, and frustrations.
Get clear on your audiences and priorities: what promises will you make and keep and to which audiences? Make visible your Promise Delivery System for each of your stakeholders. The Promise Delivery System is a closed loop system that revolves around an audience and includes strategy, delivery, validation, and learning. You have a Promise Delivery System for each stakeholder that is served as well as those who serve. This is the subject of CH 8 in the Experience Design Blueprint.
Define deliverables: what will you produce and deliver to keep your various promises? Think products, services, events, campaigns, programs, and communications.
How does all of this line up against the calendar? What will be your day-to-day operational reality? What will your organization invest its time and resources into?
Establish operating mechanisms: how will you stay on track and maintain your Promise Delivery System? What will be the rhythm and pace of the organization? Revisit your operating mechanisms and calendaring processes and events to ensure excellence in execution. Create an operating mechanism to capture ideas that may come at inconvenient times. Also, create an operating mechanism to evaluate and advance ideas. These are important to maintain (or establish) a culture of innovation.
Revisit your performance metrics. How are you keeping score? If any of your metrics are irrelevant, modify them. If something is working well and appears to be a bright spot, then do more of it. Dial-up the activities that drive desired metrics. Stay focused on those areas where you have uncomfortable gaps between current performance and desired performance. See related post: Business Performance Continuums. Identify experiments you can run to test ideas for value. These represent quick trips around the Promise Delivery System.

You wouldn’t be comfortable flying in a commercial airliner that doesn’t receive maintenance and performance tuning. Your business is no different. Don’t let you customers, employees, and partners suffer through an under-performing business, especially when many of them would love to be engaged in a solution path to higher performance.

“Drive thy business, let not that drive thee.”

Benjamin Franklin
Author, Printer, Scientist, Musician,
Inventor, Satirist, Civic Activist,
Statesman, and Diplomat
(1706 – 1790)

Ben Franklin said it well, “Drive thy business, let not that drive thee.” Leadership sets the tone and begins the conversation. If you’d like some brainshare and assistance shoring up your strategy and designing deliverables to accompany that strategy, then please contact me.

about the author

Gregory Olson authored The Experience Design Blueprint, a book about designing better experiences and then making them come true. Exercises and mental models in the book will build your confidence and competence in envisioning better possibilities and then making them come true, whether you are working alone or alongside a team. Chapters in the book that especially pertain to this article include:

Chapter 2: Make the Customer Come Alive
Chapter 3: Who is in the Sandbox?
Chapter 8: The Promise Delivery System
Chapter 9: The Neighborhood
Chapter 11: Barriers to Innovation and Overcoming the Wall
Chapter 13: Taking Flight
Chapter 14: The World of Work has Changed (see Glimpse)
Chapter 15: From Argh to Aha!

Read The Experience Design Blueprint on Kindle or any device using the free Kindle Reader application or read the full color print edition.

Gregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help. Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.

July 17, 2016

Unbroken Experiences: Exactly What We Need At Times

This post has been adapted from CH 6: Aiming for Remarkable, Unbroken, and Generous Design in The Experience Design Blueprint.

No matter your title or role you are involved in customer experience. As a consumer yourself, sometimes you just want things to work. They don’t always need to be remarkable; they do need to be reliable, predictable, dependable, and above all unbroken.

Examples include the checkout line at the grocery store, driving in traffic, filling a glass of water from the tap, sitting down on a chair, walking up steps, riding your bicycle, riding in an elevator, making a phone call, returning a product, getting warranty service, filing an insurance claim, visiting the dentist, starting your car, etc. Unbroken – that is what is needed.

And, if you do work with or for an organization that serves customers then no doubt your organization has provided services to more customers than any one customer has received services from your organization. Organizations simply deal with more customers than the other way around. This is true whether you manufacture shoes, houses, boats or meals or you sell cars, financial services, run a nonprofit, or a government agency.

With this tremendous upper hand of knowledge you have an opportunity to help your future customers prevent mistakes that you’ve witnessed previous customers make. Leveraging this knowledge and helping customers avoid broken experiences can be simple as the example in Figure 6.5 shows.

Figure 6.5 Home Furnishings Store Provides Customers with Twine in Loading Area

This home furnishings store recognizes the customer’s experience doesn’t end at the point of sale terminal. They provide twine to those customers in the loading area who may not have thought to bring any, or to those who made an unplanned purchase too large to fit inside their vehicle. The store doesn’t have to provide twine and they probably wouldn’t be frowned upon for not providing it. After all, it is an oversight on the part of the customer. But, why let a broken experience occur with prediction when a little forethought and action can fully prevent it?

Your forethought is an insurance policy against broken experiences that your future customers may have.

Your forethought is an insurance policy against broken experiences that your future customers may have. Treat the situation the same as if your customer were a child wandering toward traffic in a busy intersection. Of course, you’d intervene and help them out.

This example was about twine and purchasing home furnishings, but it could be about any product or service. Other examples that come to mind include business travel, financial services, renovation, construction projects, vacations, trade shows, creating a campaign, fundraising, launching products, and even change initiatives and major projects. And, remember your customers might be external customers or those internal to the organization – other departments, disciplines, or even channel partners.

Recipe #16: Be Smooth
Think about what you might provide your customers (internal and external) at a time that is convenient and appropriate to smooth their journey. Then smile and take solace in knowing you’ve prevented a broken experience they may never even think about. In Chapter 7, we look more at the “smoother filter” that you can apply to customer journeys.

about the author

Gregory Olson founded strategy and design firm Delightability, LLC. with the belief that if you delight customers then success will follow. He believes that we all have the potential to do better, as individuals, organizations, and communities, but sometimes we need a little help. Gregory also serves as a volunteer board member for Oikocredit Northwest, a support association for social and impact investor, Oikocredit International.

May 30, 2016March 14, 2018

Making Truth Matter

[This article is from a talk I gave to members of the Olympic Club on May 26, 2016. I’ve added a few links and shared it here for members of the Olympic Club and the broader public. I’ve turned off comments but feel free to reach me on social media.]

an 8 minute talk and an even quicker read

Good afternoon gentlemen. Today I’m going to talk about the Truth.

3 noteworthy things happened this week.

First, a new book came out Bravehearts: Whistleblowing in the Age of Snowden. In the book, the senior DOD official in charge of the federal whistleblower program goes public with accusations that key officials retaliated against whistleblowers, destroyed permanent records and altered audits of multibillion dollar programs. They did this under political pressure. This senior official calls into question the very program that is supposed to protect whistleblowers when they report fraud, abuse, and waste.
Another noteworthy thing that happened was the acquittal of Edward Nero, one of the Baltimore police officers involved in Freddy Gray’s arrest and subsequent death. If you recall, the original incident is what sparked the Black Lives Matter movement.
And the 3rd thing that happened this week is that snopes.com, debunked stories that reported violence and specifically chairs being thrown at the democratic convention in NV. Numerous media outlets regurgitated the original tale that was casually fabricated in a 140 character tweet. Media outlets on the bandwagon included: The New York Times, CNN, MSNBC, the Associated Press, CBS, and NPR.

It has been a really busy week for the TRUTH.

Now, no matter what we believe or how we react to these developments, there is a TRUTH that supersedes our opinions and reactions. I view truth much like I do gravity. You can choose not to believe but that doesn’t make it go away.

What is Truth?

I want to be crystal clear on what I mean when I say Truth. I’m talking about conformity to facts; accuracy. Certainties. The truth I’m talking about isn’t squishy. A moral relativist would have you believe that truth is relative to the circumstances. I’m not talking about a malleable truth or aberration of fact. I’m taking about that which is incontrovertible. Like Newton’s law of universal gravitation. It applies to everybody whether they choose to believe it or not.

Human Responses to The Truth

When we are exposed to a new truth, our reactions fall into a predictable range of human responses:

We can be apathetic. Maybe what we are hearing is simply noise to us. We really can’t be bothered with it.
Another response is we may simply adopt the truth immediately and adapt our own views.
We may also seek clarity. A person can react by seeking new information and knowledge – “Help me to see what you see, Mr. Severs.“

But sometimes the facts don’t fit our current views at all – that internal narrative we play in our head. When our views are challenged with a new truth we have a few OTHER options to choose from.

We can object outright: “That’s not true.” We can do this loudly and aggressively or we can do this quietly, slipping out of the conversation or even the room.
We can also redirect attention: This is the magician’s trick – misdirection. Here, we shift the attention to something else more fitting of our own views.
Another predictable reaction is we resort to any one of several logical fallacies. There are plenty of these to draw from. Most people are unaware of these fallacies even as they commit them.

The original logical fallacies were documented more than 2400 years ago by Plato and his thinking colleagues. You’d think we’d have learned by now.

Here are a few of my favorite logical fallacies.

The Ad Hominem Argument: This is where you attack your opponent’s character or personal traits in an attempt to undermine their argument.

Example: It is conceivable that any one of the presidential candidates could say something truthful. It could happen! But, reactions to their statements could easily be, “Well, he’s a communist.” “She’s a pant suits Nixon.” “He’s a xenophobe” So, we can’t trust them.

Another common logical fallacy is the The Appeal to Tradition: This is the fallacy that a standpoint, action or situation is right, proper and correct simply because it has “always” been that way. Imagine not being able to advance human progress in the name of tradition. You’d still be cooking over fire, hunting and gathering your own food, and you certainly would not be able to read this passage, and least of all on a computer or smartphone.

The opposite of this is The Appeal to Novelty or Innovation. This is the notion that this is NEW, and [therefore it must be] better!”

Then there is the The Big Lie Technique. This is the contemporary fallacy of repeating a lie, slogan, or talking-point until it becomes part of daily discourse and is no longer questioned. An example is the non-existent “Weapons of Mass Destruction” “WMD’s” in Iraq, used in 2003 as a false justification for invading that country. [See also Mind Hijacked: A History Lesson in Propaganda.]

There are a host of other logical fallacies. [University of Texas at El Paso has compiled a living document of logical fallacies. A nicely designed poster of commonly used logical fallacies has been created by Your Logical Fallacy Is.]

What About Reaction to Lies?

Up to now I’ve been talking about our range of reactions when we are exposed to the TRUTH. But, what if we are exposed to a lie? Sadly, it doesn’t really much matter.

Whether it is fact or fiction if it reinforces our beliefs then we strengthen our views, digging our heels in further. And, if it doesn’t strengthen our views then we dismiss it. Researchers refer to this phenomena as the “backfire effect.” It is even more pronounced when the new information challenges an especially emotional or long held belief. For a depth reading with examples on WMDs, Stem Cell Research, and Climate Change see this document.

The takeaway from this is: it’s really hard to change people’s minds. Some people will want to build a wall, no matter the facts presented to them.

Friedrich Nietzsche said it well, “Sometimes people don’t want to hear the truth because they don’t want their illusions destroyed.” I want to put this another way, “We only see the truth we are looking for.”

Conclusion

I opened this talk with stories about Freddie Grey, the new book BraveHearts, and debunked reports of chairs being thrown at the democratic convention. I used these 3 examples because:

Protecting Truthtellers is important in a free and democratic society. Truthtellers can prevent and end wars and get dangerous products removed from the market. [See also: Preventing the Next Scandal]
Police brutality is inexcusable, period. Lucky for you it wasn’t your family member. But Freddie Gray was someone’s son & brother.
Communication of all forms has become faster AND sloppier. When experienced reporters and media outlets are quick to judge and almost as quick to report, the Truth can Suffer.

TRUTH SHOULD MATTER.

Our republic in caught in the grips of a protracted presidential election. As a nation, we face important issues. It is hard to solve problems when you don’t even agree on the truth.

Ann Richards the former democratic governor of Texas once said, “We’re not going to have the America that we want until we elect leaders who are going to tell the truth not most days, but every day.”

But, the Truth is too important to leave to politicians, alone.

So, What Can WE Do?

In a civilized society each of us has a duty to respect and uphold the truth. We also have a duty to hold others accountable to do the same. Imagine the possibilities if we made the truth matter. In this election year, the Republican and Democratic parties are splintered. They are worried about healing and uniting their respective parties.

Their focus however, Ought To Be on healing a nation, not a political party. And, that gentlemen is the Truth. Now, I’m counting on You to uphold it.