Author Archives: Braden Kelley

About Braden Kelley

Braden Kelley is a Human-Centered Experience, Innovation and Transformation consultant at HCL Technologies, a popular innovation speaker, and creator of the FutureHacking™ and Human-Centered Change™ methodologies. He is the author of Stoking Your Innovation Bonfire from John Wiley & Sons and Charting Change (Second Edition) from Palgrave Macmillan. Braden is a US Navy veteran and earned his MBA from top-rated London Business School. Follow him on Linkedin, Twitter, Facebook, or Instagram.

The Unsung Heroes of Culture

Employee Experience Advisory Boards and the XMO

The Unsung Heroes of Culture - Employee Experience Advisory Boards and the XMO

by Braden Kelley and Art Inteligencia

We live in an age where the war for talent is fiercer than ever, and employee engagement surveys, while useful, often feel like a lagging indicator. Organizations are realizing that a truly thriving culture isn’t built from the top down alone, nor can it be accurately measured by a single annual pulse check. To genuinely understand and nurture the employee experience, you need to go beyond surveys. You need a dedicated, empowered voice from within the ranks: the Employee Experience Advisory Board (EXAB).

For too long, the ‘people’ aspect of business has been relegated to HR, often seen as a cost center rather than a strategic imperative. But the truth is, the employee experience *is* the customer experience. It *is* the innovation engine. And it *is* the foundation of a resilient, high-performing organization. This is where the EXAB, working hand-in-hand with an Experience Management Office (XMO), becomes not just a nice-to-have, but a strategic necessity.

Why an Employee Experience Advisory Board?

An EXAB is a diverse group of employees, representing various levels, departments, and demographics, who serve as a living, breathing feedback loop for the organization. They are the frontline observers, the informal leaders, and the unvarnished truth-tellers who can articulate the nuances of the daily employee journey. Their value stems from several key areas:

  • Authentic Insights: Surveys tell you *what* happened; an EXAB tells you *why* and *how it felt*. They provide qualitative data that quantitative metrics often miss.
  • Early Warning System: They can spot emerging issues, potential pain points, and cultural shifts long before they escalate into widespread problems.
  • Design Thinking in Action: By involving employees in the design of their own experience, you foster a sense of ownership and co-creation. This moves beyond ‘listening’ to ‘co-creating.’
  • Bridging the Gap: EXABs serve as a crucial bridge between leadership and the broader employee base, fostering trust and transparency.
  • Innovation Catalysts: A positive employee experience directly fuels innovation. Engaged employees are more likely to contribute ideas, take risks, and collaborate effectively.

Integrating with the Experience Management Office (XMO)

While an EXAB provides invaluable insights, these insights must be acted upon systematically. This is where the Experience Management Office (XMO) comes in. An XMO is a centralized function dedicated to orchestrating, measuring, and improving all experience touchpoints – be they customer, employee, or partner. When an EXAB and XMO collaborate, a powerful synergy emerges:

  • The EXAB identifies opportunities, pain points, and innovative solutions directly from the employee perspective.
  • The XMO then takes these insights, analyzes them within the broader experience ecosystem, prioritizes initiatives, allocates resources, and implements changes. They provide the strategic framework and operational muscle.
  • The EXAB, in turn, can serve as a testing ground for proposed solutions and provide real-time feedback on their effectiveness, ensuring that changes resonate with the employee base.

Think of it this way: the EXAB are the eyes and ears on the ground, providing rich, contextual intelligence. The XMO is the brain and hands, translating that intelligence into actionable strategy and execution across the entire experience landscape. Without the EXAB, the XMO risks making decisions in a vacuum. Without the XMO, the EXAB’s valuable insights might remain unacted upon.

Case Studies in Collaboration: EXAB + XMO in Action

Case Study 1: “Ignite” at a Global Tech Giant

A major technology company, facing increasing attrition rates and feedback indicating a disconnect between leadership vision and daily employee reality, established an EXAB they called “Ignite.” Comprising 25 employees from diverse roles, Ignite met monthly with the newly formed XMO. One of Ignite’s early observations was a pervasive feeling among junior engineers that their ideas weren’t heard and that career progression was opaque. The XMO, informed by Ignite’s granular feedback, launched a series of “Innovator’s Guild” workshops, providing a structured forum for idea submission and mentorship. Simultaneously, they revamped career pathing resources and introduced a transparent internal mobility portal. Within 18 months, not only did attrition rates for junior engineers drop by 15%, but the company also saw a 20% increase in patent submissions directly linked to ideas generated through the guild. The EXAB’s qualitative insights directly fueled the XMO’s strategic interventions, leading to measurable improvements in both culture and innovation output.

Case Study 2: “CareConnect” at a Healthcare Provider

A large healthcare network, grappling with burnout among its nursing staff and a perceived lack of voice, established “CareConnect,” an EXAB specifically for frontline healthcare professionals. Their XMO, initially focused primarily on patient experience, quickly realized the inseparable link between employee well-being and patient outcomes. CareConnect highlighted critical issues such as inefficient shift scheduling, inadequate break facilities, and a desire for more mental health support. The XMO, leveraging this input, implemented a new AI-driven scheduling system that gave nurses more control, redesigned break rooms into “recharge zones,” and launched a comprehensive mental wellness program with on-site counselors. The impact was profound: a 10% reduction in nurse turnover, a significant improvement in patient satisfaction scores (as reported in post-visit surveys), and a visible boost in staff morale. This case demonstrates how an EXAB can pinpoint specific, actionable improvements that directly impact both employee well-being and core business objectives, with the XMO providing the structured approach to scale and sustain these changes.

Building a Culture of Continuous Improvement

The establishment of an EXAB, seamlessly integrated with an XMO, signals a fundamental shift in how organizations approach culture. It moves from a reactive, survey-driven approach to a proactive, co-creative one. It’s about empowering employees not just to report problems, but to be part of the solution. It’s about creating a living, breathing mechanism for continuous cultural improvement.

In a world of constant change, the most resilient and innovative organizations will be those that prioritize the human experience at their core. The Employee Experience Advisory Board and the Experience Management Office are not just strategic tools; they are the architects of a future where work isn’t just a place we go, but a place where we truly belong, contribute, and thrive. If you’re serious about creating a culture that attracts, retains, and inspires the best, it’s time to unleash the power of your people through these vital structures.

Contact me if you’re interested in working together to build or enhance your Experience Management Office (XMO).


Accelerate your change and transformation success
Content Authenticity Statement: The ideas are those of Braden Kelley, with a little help from Google Gemini to shape the article and create the illustrative case studies.

Image credit: Unsplash

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Partner Advisory Boards

The Linchpin of Experience Management

Partner Advisory Boards

by Braden Kelley and Art Inteligencia

We live in an experience economy. Customers no longer just buy products or services; they invest in the complete journey a brand offers. While the spotlight often shines brightest on direct customer interactions, a profound truth remains obscured for many organizations: the customer experience is profoundly shaped, and often defined, by the performance and satisfaction of your entire partner ecosystem. This is where the strategic power of an Experience Management Office (XMO) becomes paramount, and critically, why Partner Advisory Boards (PABs) are not merely beneficial, but an absolutely integral component for building truly exceptional customer and partner experiences.

An XMO is the organizational engine designed to systematically understand, design, and optimize every critical interaction an individual has with your brand – be they customer, employee, or, pivotally, partner. It’s about breaking down silos and orchestrating a cohesive, positive narrative across all touchpoints. When your partners – be they resellers, integrators, service providers, or distributors – are often the direct face of your brand, their experience with you, and their subsequent ability to deliver your offerings, directly correlates to your end-customers’ perception and loyalty.

The Strategic Imperative: Why Your XMO Needs PABs

Consider a PAB not just a meeting, but a vital strategic intelligence and co-creation hub. It’s a structured, periodic gathering of your most strategic and forward-thinking partners, convened not just to absorb your latest corporate announcements, but to actively contribute to your strategic direction. These partners are your eyes and ears on the ground; they navigate the nuanced realities of your market daily, understand customer pain points intimately, and are often the first to sense shifts in demand or competitive landscapes. Their insights are invaluable, actionable intelligence that no internal team can fully replicate.

Embedding PABs within your XMO framework transforms them into indispensable feedback loops for continuous improvement and radical innovation. Here’s why their integration is a non-negotiable:

  • Unvarnished, Ground-Level Feedback: PABs cultivate a trusted environment for partners to deliver candid feedback on everything from product roadmaps and support processes to channel programs. This feedback is often more practical and contextually rich than direct customer surveys, as partners bridge the gap between your offerings and customer realities. For instance, a partner might highlight a subtle software bug consistently encountered by users in a specific industry, something your internal QA might miss.
  • Co-creation and Agile Innovation: PABs are fertile ground for true co-creation. Partners can help validate nascent product ideas, refine service methodologies, and even pinpoint entirely new market segments or unmet needs. This collaborative approach fosters a deep sense of ownership and accelerates the development of market-fit solutions.
  • Early Warning System for Market Shifts: Partners are your frontline sensors. They are typically the first to identify emerging market trends, competitive pressures, or evolving customer expectations. A well-managed PAB acts as a critical early warning system, empowering your XMO to proactively adapt strategies, offerings, and go-to-market approaches.
  • Deepening Strategic Relationships: By investing in and actively listening to a PAB, you unequivocally demonstrate that you value your partners beyond mere transactional revenue. This builds profound trust, fosters stronger loyalty, and transforms your partner network into a strategic asset.
  • Enhanced Alignment and Advocacy: PABs are instrumental in aligning your partners with your overarching strategic vision and operational goals. When partners feel genuinely heard and involved in shaping the future, they become exponentially more effective advocates for your brand, translating directly into stronger sales, faster market penetration, and higher customer satisfaction.

Case Study 1: Acme Software’s Partner-Led Customer Experience Revolution

From Partner Frustration to Exponential Growth

Acme Software, a leading B2B SaaS provider, faced a dual challenge: persistent channel partner churn and inconsistent customer satisfaction scores within segments served by these very partners. Their nascent XMO quickly identified a critical blind spot in their understanding of the partner experience. Their solution? The establishment of a global Partner Advisory Board, comprising 15 of their most impactful partners, representing diverse geographies and business models.

The inaugural PAB meeting was transformative. Partners articulated significant frustrations: a convoluted deal registration process that lost them deals, slow-to-respond technical support for their end-users, and a dearth of localized, customizable marketing collateral. The XMO, collaborating closely with product, sales, and marketing leadership, meticulously absorbed this feedback.

XMO Action & Outcome: Within six months, Acme streamlined their deal registration to an intuitive, two-step process. They launched a dedicated, accelerated partner support tier with guaranteed SLAs. Concurrently, a new self-service portal was rolled out, empowering partners with easily customizable, localized marketing assets. The results were dramatic: partner satisfaction (measured by a bespoke Partner Net Promoter Score – P-NPS) surged by 35 points in 18 months. Crucially, customer satisfaction scores in partner-served segments climbed by 15%, directly correlated with partners’ enhanced ability to deliver seamless experiences. Channel-sourced revenue growth accelerated to 25% year-over-year, validating the PAB’s profound impact.

Finally, a company that genuinely listens! The changes Acme made based on our feedback have not only made our lives easier but also helped us close more deals and keep our clients happier.” – Senior Partner, Acme Software PAB.

Case Study 2: MediCorp Elevates Patient Care Through Collaborative Innovation

Co-Developing Solutions for Clinical Excellence

MediCorp, a global innovator in specialized medical devices, relies heavily on independent distributors and clinical consultants for product adoption and critical post-sale support. Their XMO recognized that the ultimate end-user experience (for doctors, nurses, and most importantly, patients) was intricately tied to the expertise and satisfaction of these vital partners. They proactively formed a Clinical Partner Advisory Board (CPAB).

A pivotal insight emerged from the CPAB: the significant friction experienced in integrating MediCorp’s cutting-edge devices with diverse, existing hospital IT systems. Partners highlighted specific, time-consuming challenges in data transfer, interoperability, and workflow disruption. This directly impacted clinician efficiency and the accuracy of patient data.

XMO Action & Outcome: Based on the CPAB’s detailed feedback, MediCorp’s R&D team, working in agile sprints and conducting regular validation sessions with CPAB members, co-developed a robust new API and a comprehensive suite of integration guides. This iterative co-creation process ensured the solutions were practical and immediately deployable. This breakthrough reduced implementation times for new device installations by an astonishing 40% and drastically improved data accuracy, directly enhancing patient safety and clinician satisfaction. MediCorp observed a 20% increase in new hospital system adoptions within a year, largely driven by the improved partner experience and their enhanced capability to deliver truly seamless, integrated solutions.

“You can’t manage what you don’t measure, and you can’t truly understand an experience if you’re not listening to those who deliver it. Your partners are delivering a significant part of that experience.” – Braden Kelley

Cultivating a High-Impact Partner Advisory Board

To maximize the strategic value of your PAB within your XMO, rigorous planning and commitment are essential. Consider these best practices:

  • Define a Clear, Shared Charter: Beyond just gathering feedback, what specific problems are you trying to solve? Is it product refinement, market expansion, program optimization, or a blend? Define clear, measurable objectives.
  • Curate Diverse Representation: Select partners strategically. Ensure your PAB includes members from different segments, business sizes, geographical regions, and even partners who excel in different aspects of your ecosystem. This prevents echo chambers and ensures comprehensive insights.
  • Secure Executive Sponsorship: A PAB must have visible, consistent executive-level commitment. This signals its importance, ensures resources are allocated, and guarantees that insights lead to tangible action.
  • Structure for Engagement, Not Just Presentation: Design agendas that prioritize interactive discussions, brainstorming sessions, and working groups over one-way presentations. Provide pre-reads to ensure productive dialogue.
  • Commit to Actionable Outcomes & Communication: This is arguably the most critical element. Document every actionable insight. Communicate clearly and regularly how partner feedback is being utilized, the decisions made, and the impact achieved. A lack of follow-through is the quickest way to disengage a PAB.
  • Maintain a Regular Cadence: Quarterly or semi-annual meetings strike a good balance, maintaining momentum and relevance without unduly burdening partners. Between meetings, consider lightweight touchpoints or surveys.
  • Acknowledge Challenges: Be prepared for differing opinions and potentially uncomfortable truths. The value of a PAB lies in its authenticity. Manage expectations regarding what can and cannot be actioned, and why.

Conclusion

In today’s experience-driven marketplace, an XMO provides the strategic blueprint for enduring success. Yet, its full potential remains untapped without a profound, empathetic understanding of the partner experience. Partner Advisory Boards are the indispensable conduit for this understanding – transforming what could be mere transactional relationships into dynamic, strategic collaborations. By proactively engaging your partners, authentically listening to their insights, and courageously co-creating solutions, you not only dramatically elevate their experience but fundamentally enhance the entire customer journey. Embrace your PABs; they are the unsung heroes, the vital feedback loop, poised to help you build better, more resilient, and truly exceptional experiences for everyone connected to your brand.

Contact me if you’re interested in working together to build or enhance your Experience Management Office (XMO).


Accelerate your change and transformation success
Content Authenticity Statement: The ideas are those of Braden Kelley, with a little help from Google Gemini to shape the article and create the illustrative case studies.

Image credit: Gemini

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How Customer Advisory Boards Fuel World-Class Experiences

The Unbreakable Bond with the XMO

How Customer Advisory Boards Fuel World-Class Experiences

by Braden Kelley and Art Inteligencia

I’ve long championed the idea that truly transformative experiences don’t happen by accident. They are meticulously designed, continually optimized, and deeply rooted in a profound understanding of the human beings they serve. In this quest for world-class experiences, two powerful entities emerge as indispensable partners: the Customer Advisory Board (CAB) and the Experience Management Office (XMO).

Too often, companies operate under the illusion that they know what their customers want. They develop products, services, and processes based on internal assumptions, market research that’s broad but lacks depth, or perhaps feedback that’s too late to be truly impactful. This is where the Customer Advisory Board steps in as a game-changer.

The Indispensable Role of Customer Advisory Boards

A Customer Advisory Board is far more than a focus group or a complaint department. It’s a carefully curated group of your most strategic customers, brought together to serve as trusted advisors. These aren’t just your biggest spenders; they are customers who represent diverse segments, who are forward-thinking, and who are willing to provide candid, strategic input on your company’s direction, product roadmap, service offerings, and overall customer experience.

The power of a well-run CAB lies in its ability to:

  • Provide Authentic, Proactive Insights: Unlike reactive feedback channels, CABs offer a direct, unfiltered line to the strategic challenges and opportunities your customers face. They help you anticipate needs, identify emerging trends, and validate ideas *before* significant investment.
  • Validate and Refine Strategy: Before launching a new product, entering a new market, or implementing a major policy change, a CAB can provide invaluable feedback, helping you refine your approach and identify potential pitfalls.
  • Foster Deeper Relationships and Loyalty: By inviting customers into your strategic discussions, you demonstrate that their opinions truly matter. This elevates them from transactional customers to genuine partners, fostering unparalleled loyalty and advocacy.
  • Identify Blind Spots: Internal teams, no matter how customer-centric, often develop blind spots. CAB members bring external perspectives, challenging assumptions and revealing areas for improvement that might otherwise go unnoticed.
  • Generate Co-Creation Opportunities: The collaborative environment of a CAB can spark ideas for new solutions, features, or service models, co-created with the very people who will benefit most from them.

Case Study: Adobe’s Global CABs

Adobe, a leader in creative software, effectively leverages global Customer Advisory Boards to shape its product strategy, roadmap, and go-to-market approach. These boards provide a continuous stream of customer-driven ideas for Adobe’s solutions, informing development and even serving as a source for beta testers. This direct engagement ensures that Adobe’s offerings remain highly relevant and user-centric, directly addressing the evolving needs of its diverse customer base and fostering ongoing innovation.

The XMO: Orchestrating the Experience Ecosystem

While CABs provide invaluable strategic insights, the challenge then becomes: how do these insights translate into tangible, consistent, and continuously improving experiences across the entire organization? This is precisely the mandate of the Experience Management Office (XMO).

An XMO is a dedicated, cross-functional entity responsible for orchestrating, governing, and continuously improving all facets of an organization’s experiences – be it customer experience (CX), employee experience (EX), or partner experience (PX). It acts as the strategic hub, connecting disparate efforts and ensuring a cohesive, compelling narrative across every interaction. The XMO moves beyond simply collecting feedback to proactively designing, measuring, and optimizing experiences with a strategic lens.

Key functions of a robust XMO include:

  • Defining a Unified Experience Vision: Establishing a clear, organization-wide understanding of what “great experience” looks like and how it aligns with strategic business objectives.
  • Establishing Experience Governance: Setting standards, processes, and guidelines for experience design, delivery, and measurement across all functions and touchpoints.
  • Fostering a Culture of Empathy: Championing a mindset where every employee understands their role in delivering exceptional experiences.
  • Driving Cross-Functional Collaboration: Breaking down silos to ensure seamless handoffs and consistent experiences across departments.
  • Leveraging Technology for Experience Management: Identifying and implementing tools for feedback collection, journey mapping, analytics, and personalization.
  • Measuring and Monitoring Performance: Defining key metrics and establishing robust reporting mechanisms to track progress and identify areas for improvement.
  • Strategically Managing the Experience Improvement Backlog: Prioritizing and sequencing experience enhancement initiatives based on impact, feasibility, and strategic alignment.

The Synergy: CAB and XMO in Concert

The true magic happens when Customer Advisory Boards and the Experience Management Office work hand-in-hand. They form a powerful feedback loop and execution engine that propels organizations toward experience excellence.

Here’s how they collaborate:

  1. CAB Informs XMO Strategy: The strategic insights and forward-looking perspectives gathered from the CAB directly inform the XMO’s overarching experience vision and strategic priorities. For example, if a CAB identifies a critical unmet need in a specific customer journey, the XMO can prioritize a cross-functional initiative to address it.
  2. XMO Translates Insights into Action: The XMO takes the qualitative feedback from the CAB and translates it into actionable initiatives. This involves:
    • Journey Mapping: Incorporating CAB feedback into detailed customer journey maps to pinpoint pain points and moments of truth.
    • Prioritization: Using CAB insights to prioritize items in the experience improvement backlog, ensuring that efforts are focused on what truly matters to customers.
    • Pilot Programs and Beta Testing: Leveraging CAB members as ideal participants for pilot programs or beta tests of new features or services, garnering early, critical feedback before a wider rollout.
  3. CAB Validates XMO Initiatives: As the XMO designs and implements new experiences, they can loop back to the CAB for validation. This iterative process ensures that the solutions being developed truly resonate with customer needs and preferences, minimizing risk and maximizing impact.
  4. XMO Demonstrates Impact to CAB: It’s crucial for the XMO to regularly report back to the CAB on how their feedback has been actioned and the positive impact it has had. This demonstrates respect for their time and contribution, reinforces their value, and strengthens their commitment to the partnership.

Case Study: Ryder’s Customer-Centric Transformation

Ryder, a logistics and transportation company, leveraged its Customer Advisory Board to promote its supply chain business. The insights gained directly informed a successful ad campaign that boosted leads by 21% in just one month. More broadly, Ryder’s CMO stated that their CAB helped break down internal silos by providing leadership with customer insights they might not otherwise have received. This led to the development of several successful products and even the acquisition of a company, directly resulting from CAB input. This demonstrates how CABs, when integrated into a strategic framework like that of an XMO, can drive significant business outcomes and cultivate a truly customer-obsessed organization.

In essence, the CAB provides the critical “voice of the customer” at a strategic level, while the XMO provides the operational structure and governance to act on that voice effectively and systematically. Without the CAB, the XMO might design experiences in a vacuum, missing crucial customer nuances. Without the XMO, the powerful insights from a CAB might remain just that – insights, without a clear path to widespread implementation and measurable improvement.

Building world-class experiences in today’s hyper-competitive landscape is not a luxury; it’s a strategic imperative. The combined power of a well-orchestrated Customer Advisory Board and a disciplined Experience Management Office creates an unbreakable bond, ensuring that your organization not only listens to its customers but actively co-creates a future where every interaction is a delight. It’s time to stop treating experience as an afterthought and elevate it to the strategic imperative it truly is, with the CAB and XMO leading the charge.

Contact me if you’re interested in working together to build or enhance your Experience Management Office (XMO).


Accelerate your change and transformation success
Content Authenticity Statement: The ideas are those of Braden Kelley, shaped into an article introducing the topic with a little help from Google Gemini.

You’ll find more Customer Advisory Board (CAB) case studies here.

Image credit: Gemini

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Fueling Competitive Advantage Through Continuous Experience Improvement

Rise of the Experience Management Office (XMO)

Fueling Competitive Advantage Through Continuous Experience Improvement

by Braden Kelley and Art Inteligencia

In today’s hyper-competitive landscape, the battle for market share is no longer waged solely on product features or price points. It’s fought and won on the battleground of experience. From the first touchpoint to ongoing engagement, every interaction a customer, employee, or partner has with your organization shapes their perception and ultimately, their loyalty. As a human-centered change and innovation author, I’ve seen firsthand how organizations that prioritize experience improvement don’t just survive – they thrive. But how does an organization systematically achieve this? The answer, increasingly, lies in the strategic establishment and effective operation of an Experience Management Office (XMO).

For too long, experience initiatives have been fragmented, siloed within individual departments, or relegated to one-off projects. This piecemeal approach might deliver incremental gains in specific areas, but it rarely translates into a holistic, differentiating experience across the entire organizational ecosystem. This is precisely where the XMO steps in, acting as the central nervous system for all things experience-related.

What is an Experience Management Office (XMO)?

At its core, an XMO is a dedicated, cross-functional entity responsible for orchestrating, governing, and continuously improving all facets of an organization’s experiences. Think of it as the strategic hub that connects the dots between customer experience (CX), employee experience (EX), partner experience (PX), and even product experience (PX), ensuring a cohesive and compelling narrative across every interaction. It moves beyond simply collecting feedback to proactively designing, measuring, and optimizing experiences with a strategic lens.

The XMO isn’t just another committee; it’s a strategic imperative. Its mandate extends to:

  • Defining a Unified Experience Vision: Establishing a clear, organization-wide understanding of what “great experience” looks like and how it aligns with strategic business objectives.
  • Establishing Experience Governance: Setting standards, processes, and guidelines for experience design, delivery, and measurement across all functions and touchpoints.
  • Fostering a Culture of Empathy and Experience-Centricity: Championing a mindset where every employee understands their role in delivering exceptional experiences.
  • Driving Cross-Functional Collaboration: Breaking down silos to ensure seamless handoffs and consistent experiences across departments.
  • Leveraging Technology for Experience Management: Identifying and implementing tools for feedback collection, journey mapping, analytics, and personalization.
  • Measuring and Monitoring Experience Performance: Defining key metrics and establishing robust reporting mechanisms to track progress and identify areas for improvement.
  • Strategically Managing the Experience Improvement Backlog: Prioritizing and sequencing experience enhancement initiatives based on impact, feasibility, and strategic alignment.

Defining and Monitoring Experience Metrics: The XMO’s Data-Driven Approach

You can’t improve what you don’t measure. This timeless adage holds particularly true for experience. A mature XMO moves beyond vanity metrics to establish a comprehensive suite of experience metrics that provide actionable insights. These typically include a mix of:

  • Lagging Indicators: These reflect past performance and often include traditional metrics like Net Promoter Score (NPS), Customer Satisfaction (CSAT), Customer Effort Score (CES), and employee engagement scores.
  • Leading Indicators: These provide foresight into future performance and can include metrics related to website navigation ease, call resolution rates, time-to-onboard new employees, or speed of partner response.
  • Operational Metrics: These track the efficiency and effectiveness of processes that impact experience, such as average handle time in customer service or employee training completion rates.
  • Financial Impact Metrics: Ultimately, experience must link back to business outcomes. The XMO tracks how experience improvements contribute to revenue growth, cost reduction, customer retention, and employee productivity.

The XMO is responsible for the systematic collection, analysis, and dissemination of these metrics. They establish dashboards, conduct regular reviews, and translate data into compelling narratives that drive action at all levels of the organization. This data-driven approach allows the XMO to identify pain points, celebrate successes, and most importantly, make informed decisions about where to focus improvement efforts.

Strategic Management of an Experience Improvement Backlog: Prioritization for Impact

One of the most critical functions of an XMO is the strategic management of the experience improvement backlog. In any large organization, there will be a seemingly endless list of ideas, suggestions, and identified issues related to improving experience. Without a centralized, strategic approach, these can become overwhelming and lead to a reactive, rather than proactive, improvement cycle.

The XMO brings discipline to this process by:

  1. Centralizing Experience Feedback and Insights: Gathering input from all sources – customer surveys, employee feedback, market research, competitive analysis, operational data, and frontline observations.
  2. Structuring and Categorizing Backlog Items: Organizing identified improvement opportunities by experience type (CX, EX, PX), impact area, customer journey stage, or strategic alignment.
  3. Quantifying Impact and Feasibility: Working with relevant stakeholders to assess the potential impact of each improvement on key metrics and the feasibility of implementation (cost, resources, technical complexity).
  4. Prioritizing Based on Strategic Value: Applying a strategic framework (e.g., Weighted Shortest Job First – WSJF, Kano Model, RICE scoring) to prioritize backlog items based on their potential to drive competitive advantage, address critical pain points, or capitalize on emerging opportunities.
  5. Translating into Actionable Initiatives: Working with product teams, IT, HR, marketing, and other departments to translate prioritized backlog items into concrete projects and initiatives with clear owners and timelines.
  6. Monitoring Progress and Measuring Outcomes: Tracking the progress of improvement initiatives and, critically, measuring the actual impact on the defined experience metrics to ensure the desired outcomes are achieved.

“An XMO transforms experience from a reactive afterthought into a proactive, strategic differentiator. It’s about building a muscle for continuous improvement, not just a one-time fix.”

Building and Maintaining Competitive Advantage Through Continuous Experience Improvement

In a world where products and services are increasingly commoditized, the truly sustainable competitive advantage lies in the experience you deliver. Organizations with a mature XMO don’t just react to market changes; they proactively shape customer expectations and employee capabilities. They build a culture of continuous learning and adaptation, where experience is not just a buzzword, but a measurable, managed asset.

By systematically defining and monitoring experience metrics, and strategically managing an experience improvement backlog, the XMO enables organizations to:

  • Increase Customer Loyalty and Retention: Delighted customers stay longer and refer more.
  • Improve Employee Engagement and Productivity: Empowered and positive employees deliver better experiences.
  • Enhance Brand Reputation and Equity: A consistently positive experience builds trust and a strong brand.
  • Drive Operational Efficiencies: Streamlined, user-friendly experiences often reduce costs and rework.
  • Accelerate Innovation: A deep understanding of experience pain points and desires fuels meaningful new solutions.

The journey to becoming an experience-led organization is not a sprint; it’s a marathon. But with an XMO leading the charge, equipped with the right metrics and a disciplined approach to improvement, organizations can systematically build and maintain a formidable competitive advantage. It’s time to stop treating experience as an afterthought and elevate it to the strategic imperative it truly is.

Contact me if you’re interested in working together to build or enhance your Experience Management Office (XMO).


Accelerate your change and transformation success
Content Authenticity Statement: The ideas are those of Braden Kelley, shaped into an article introducing the topic with a little help from Google Gemini.

Image credit: Gemini

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Your Digital Transformation Starting Point

by Braden Kelley

Welcome, innovators and change-makers! In today’s rapidly evolving business landscape, the concept of digital transformation isn’t just a buzzword; it’s a strategic imperative for survival and growth. As a human-centered change and innovation thought leader, I’ve dedicated my work to helping organizations navigate these complex shifts successfully. This article offers a preview of the Human-Centered Change™ methodology, a visual and collaborative approach designed to get everyone literally all on the same page for change. It’s introduced in my latest book Charting Change – now in its second edition!

The world is moving faster than ever, and the pace of technological advancement demands that companies adapt or risk becoming obsolete. Consider the fate of Blockbuster, a titan in its industry that ultimately succumbed to the digital revolution. This serves as a stark reminder: to defend your company’s very existence, you must start thinking like a technology company or go out of business. This isn’t just about adopting new tools; it’s about fundamentally re-imagining how you structure and operate your business.

The Essence of Human-Centered Change™

Charting Change introduces a unique Human-Centered Change™ methodology. This approach isn’t about imposing change from the top down; it’s about empowering people within your organization to understand, embrace, and drive the transformation process. It’s about fostering a shared understanding and a collaborative spirit, ensuring that everyone is aligned on the vision and the path forward. This flipbook provides a flavor of what you’ll find in the comprehensive Charting Change book and the more than 70 tools and frameworks that constitute the Human-Centered Change™ methodology.

To succeed in this digital age, you must critically examine your business and your industry through the eyes of a digital native startup – one that seeks to disrupt and capture market share. This perspective is crucial for identifying opportunities and threats that might otherwise go unnoticed.

Digital Transformation Starter Download

Five Foundational Questions for Digital Transformation

To make this challenging yet vital self-assessment easier, I propose five foundational questions that can guide your digital transformation journey. These questions are designed to provoke deep thought and reveal areas where innovation and change are most needed.

1. Redesigning Your Business from Scratch:

“If I were to build this business today, given everything that I know about the industry and its customers and the advances in people, process, technology, and tools, how would I design it?” This question encourages you to shed preconceived notions and imagine a greenfield approach. What would a truly optimized and digitally-native version of your business look like? This thought experiment can unlock radical new ideas and solutions.

2. Uncovering Customer Value:

“From the customers’ perspective, where does the value come from?” Understanding value through the customer’s lens is paramount. Often, what we perceive as valuable internally may not align with what truly matters to our customers. By focusing on their perspective, you can identify areas for significant improvement and innovation that directly impact satisfaction and loyalty.

3. Maximizing Value, Minimizing Waste:

“What structure and systems would deliver the maximum value with the minimum waste?” This question pushes you to consider efficiency and effectiveness. Digital transformation isn’t just about adding new technology; it’s about optimizing processes and systems to deliver greater value with less overhead. Think lean, agile, and customer-centric in your structural design.

4. Overcoming Barriers and Obstacles:

“What are the barriers to adoption and the obstacles to delight for my product(s) and/or service(s) and how will my design help potential customers overcome them?” Even the most innovative products and services can fail if they face significant friction in adoption or if they don’t truly delight the user. Identifying these hurdles early allows you to design solutions that proactively address them, ensuring a smoother and more positive customer experience.

5. Eliminating Friction:

“Where is the friction in my business that the latest usage methods of people, process, technology, and tools can help eliminate?” Friction can exist anywhere – in internal workflows, customer interactions, or supply chains. The power of digital transformation lies in its ability to smooth out these rough edges, creating seamless experiences for both employees and customers. Pinpointing these areas of friction is the first step towards a more efficient and effective operation.

Embark on Your Transformation Journey

These five questions are your starting point, a catalyst for deeper investigation and strategic planning. They are designed to ignite the conversations and insights necessary for successful digital and business transformations. The Human-Centered Change™ methodology, with its rich collection of tools and frameworks, provides the structured approach and practical guidance you need to answer these questions comprehensively and to make change stick within your organization.

I invite you to delve deeper into the Human-Centered Change™ methodology. Charting Change is more than just a book; it’s a visual toolkit that empowers you and your team to collaboratively map out your change journey, overcome obstacles, and ultimately, succeed in the digital age.

For more information about the book and to explore the extensive collection of tools and frameworks:


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Content Authenticity Statement: The ideas are those of Braden Kelley, shaped into an article introducing the flipbook with a little help from Google Gemini.

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Addressing the Veteran Mental Health Crisis

A New Frontier in Healing for Memorial Day Weekend

Addressing the Veteran Mental Health Crisis

by Braden Kelley and Art Inteligencia

As a nation, we have an enduring obligation to the brave individuals who have served in our military. On this Memorial Day weekend, while we honor their sacrifice, we must also look toward a future where we care for the psychological wounds of war. One of the greatest challenges we face is the veteran mental health crisis, with high rates of PTSD, depression, and suicide. Emerging research suggests that psychedelic treatments could significantly alleviate these conditions, providing a new pathway to healing that we cannot afford to ignore.

Understanding the Crisis

The statistics are alarming. According to the Department of Veterans Affairs (VA), approximately 17 veterans die by suicide every day. Furthermore, the VA estimates that around 15% of Vietnam veterans, 12% of Gulf War veterans, and 11-20% of veterans who served in Operations Iraqi Freedom and Enduring Freedom suffer from PTSD in a given year. Traditional treatments like psychotherapy and pharmacotherapy have proven beneficial for some, but many veterans experience symptoms that persist despite these interventions.

The Promise of Psychedelics

In recent years, researchers have turned their attention to the therapeutic potential of psychedelic substances such as MDMA, psilocybin, and LSD. These substances are showing promise in treating PTSD, depression, and other mental health issues. A landmark study conducted by the Multidisciplinary Association for Psychedelic Studies (MAPS) in collaboration with the VA found that 67% of participants treated with MDMA-assisted therapy no longer met the diagnostic criteria for PTSD after three sessions. This is a groundbreaking finding that cannot be ignored.

Similarly, psilocybin, the active compound in “magic mushrooms,” has shown potential in alleviating depression and anxiety symptoms in numerous studies. A study from Johns Hopkins Medicine demonstrated that psilocybin-assisted therapy resulted in rapid and sustained reductions in depression severity, with effects lasting for weeks and even months. The therapeutic mechanisms of psychedelics, which include altering neural network connectivity and promoting emotional processing, offer a new realm of possibilities for treatment.

Legal and Regulatory Challenges

Despite promising results, the legal status of these substances remains a significant barrier. Classified as Schedule I substances under the Controlled Substances Act, they are currently deemed to have “no accepted medical use.” However, as the evidence base strengthens, there is growing momentum for reevaluating this classification. States like Oregon and cities such as Denver have decriminalized psilocybin, paving the way for broader acceptance and access.

Building a Comprehensive Support System

To address the veteran mental health crisis effectively, we must take a multi-faceted approach:

  1. Policy Revision and Advocacy: It is crucial for policymakers to prioritize the revision of regulations surrounding psychedelics. We need comprehensive legislative efforts to reclassify these substances, allowing for more extensive research and greater accessibility.
  2. Research and Training: Increased funding for research into psychedelic-assisted therapies is essential. Universities, independent research organizations, and the VA should collaborate to expand clinical trials. Alongside research, training programs for mental health professionals must be developed to ensure they are well-equipped to provide these treatments safely and effectively.
  3. Education and Awareness: Public awareness campaigns can help destigmatize mental health and psychedelic treatments. Stories of healing and recovery should be shared, and educational resources must be made available to veterans, their families, and the general public.
  4. Holistic Care Models: Veteran care must incorporate holistic and integrative approaches, including mindfulness, nutrition, and community support, alongside psychedelic treatments. These support systems are vital for sustaining mental health and can multiply the therapeutic effects of psychedelics.
  5. Veteran-Centric Programs: Programs tailored specifically to veterans’ unique experiences and needs should be developed. Peer support systems, where veterans can share their experiences and support one another through healing, can enhance recovery outcomes.

The Role of Community

Community plays a pivotal role in healing. As a nation, we must foster environments that not only support veterans but actively engage them in the healing process. Community centers focused on veteran well-being, alongside integration programs that help veterans transition back into civilian life with purpose and support, can be transformative.

The Moral Imperative

As we commemorate Memorial Day, we must also reflect on our moral duty to those who have served. The veteran mental health crisis is a call to action—an opportunity not only to acknowledge the sacrifices of our military personnel but to invest in their healing and well-being. Psychedelic treatments represent a beacon of hope, backed by rigorous science and positive outcomes. It is essential for us to come together as a society, to push for changes that reflect our commitment to caring for veterans in the most effective and compassionate ways possible.

Conclusion

The journey to mental health recovery for veterans is not an easy one, but it is a journey we must undertake collectively. By embracing innovation and fostering an environment of openness and support, we can lead the way in addressing the mental health crisis that afflicts our veterans. The time to act is now. With courage, compassion, and collaboration, we can chart a course toward healing and honor the legacy of those who have served with dignity and responsibility.

In the spirit of unity and progress, let us stand together to advocate for effective solutions and a brighter future for all veterans. Their healing is our mission. Let us not falter in this duty.


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Image Credit: Microsoft CoPilot

Content Authenticity Statement: Most of the paragraphs in the article were created with the help of OpenAI Playground.

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Transforming Leadership to Reshape the Future of Innovation

Transforming Leadership to Reshape the Future of Innovation

Exclusive Interview with Brian Solis

Effective leadership serves as the crucial catalyst for both successful innovation and the profound transformation of any collective entity, be it an organization, a team, or even a country. Leaders are responsible for setting a compelling vision, articulating the ‘why’ behind the need for change, and fostering a culture where calculated risk-taking, experimentation, and learning from failure are not just tolerated, but actively encouraged. By championing new ideas, allocating resources strategically, empowering individuals, and navigating the inherent uncertainties of uncharted territory, leaders create the necessary environment for groundbreaking concepts to emerge and take root. Ultimately, it is the foresight, resilience, and guidance of strong leadership that enables groups to move beyond the status quo, adapt to evolving landscapes, and consciously shape a more innovative and prosperous future.

Today we will start with Gemini’s summarization of the global innovation community’s shared understanding surrounding the intersection of innovation, leadership, and the future above and dive deep into what it takes to make a leadership mindshift with our special guest.

Helping Leaders Make the Mindshift the Future Requires

Brian Solis LinkedIn HeadshotI recently had the opportunity to interview Brian Solis, a world-renowned futurist, keynote speaker, and author of over 60 industry-leading research publications and 8 best-selling books exploring disruptive trends, corporate innovation, business transformation, and consumer behavior. Forbes has called him “one of the more creative and brilliant business minds of our time” and The Conference Board described Brian as “the futurist we all need now.”

Brian serves as the Head of Global Innovation at ServiceNow where he leads vision, strategy, and program innovation for the company’s global Innovation Centers. Brian also studies disruptive technologies, emergent trends, and market shifts to advise business executives on innovation and transformation strategies.

Brian continues to publish business and technology thought leadership in industry publications such as CIO, Forbes, and Worth, and has consistently been recognized as one of the world’s leading thinkers in innovation, business transformation, and leadership for over two decades. .

Below is the text of my interview with Brian and a preview of the kinds of insights you’ll find in Mindshift: Transform Leadership, Drive Innovation, and Reshape the Future presented in a Q&A format:

1. Let’s set the stage. Why is someone’s mindset so important and what is a mindshift?

Your mindset is the operating system for how you experience and interact with the world. It influences how you perceive reality, react to change, and ultimately determine the role you play in shaping the future.

A mindshift isn’t just a minor adjustment — it’s a fundamental rewiring of how we see, think, and operate. It’s the moment when you realize you don’t have to accept the status quo and instead begin to create new possibilities.

We’re living in an era where exponential change is the new normal. AI, automation, digital transformation — these aren’t just trends; they’re fundamentally reshaping industries and societies. Those who cling to legacy thinking will struggle. Those who embrace a mindshift — who become adaptable, curious, and proactive — will thrive.

A mindshift is about moving from passive observer to active architect of the future. Unlearn old patterns, embrace new perspectives, and take intentional action to drive meaningful change. It’s a choice. It’s a responsibility. And, ultimately, it’s a competitive advantage.

2. Why is it so easy for leaders to downplay potential disruptions?

Leaders often don’t see disruption coming—not because they’re unaware, but because they’re focused on optimizing the present. This comes at the cost designing the future. I call this the “other ROI,” which signifies return on ignorance. Ask, “what happens if I’m not asking different questions?” or “what’s the cost of not investing in alternate futures?” Many companies and executives operate in a legacy mindset, where efficiency, risk avoidance, and short-term gains take priority.

This creates a dangerous blind spot. Disruption doesn’t announce itself with a press release. It starts small, at the edges — emerging consumer behaviors, shifts in expectations, technological advancements that seem niche or “not our problem.” By the time these trends become impossible to ignore, it’s often too late.

Kodak is a classic example. They invented the digital camera but failed to embrace it because they were too invested in their film business. Taxi companies dismissed Uber as a niche alternative until it completely redefined the transportation industry. Blockbuster dismissed streaming early on, etc.

The irony? The very disruption leaders fear is also their biggest opportunity. Those who develop a mindshift — who cultivate foresight, agility, and a culture of continuous learning—don’t just react to disruption. They create it.

Brian Solis Return to Normal Quote

3. Classic question: Are leaders born or made, and why or how?

Leaders are made. Leadership is not a title, and it’s not something you inherit. It’s a mindset. It’s a set of behaviors and choices that anyone — at any level — can develop.

Yes, some people are naturally more charismatic or decisive or confident or vocal, but leadership isn’t about personality traits. It’s about genuine vision, courage, empathy, and the ability to inspire action.

The best leaders are not limited to those who have climbed the corporate ladder. They’re the ones who create ladders for others. They lift others up. They see problems others ignore, challenge assumptions, and take action when no one else will.

If leadership were purely an inborn trait, we wouldn’t see individuals from unexpected backgrounds rise to the occasion. Look at someone like Satya Nadella, who transformed Microsoft not just by making smart business moves, but by shifting its culture from one of competition to one of collaboration and innovation. Or look at the CEO of ServiceNow, Bill McDermott, who bought a deli at 16 and then sold Xeros copiers door-to-door after college.

The good news? Leadership is a skill. And like any skill, it can be developed — through self-awareness, learning, resilience, and a commitment to constant growth.

4. What are some of the best ways for people to become more self-aware?

Self-awareness is the foundation of a mindshift. Without it, we’re running on autopilot, reinforcing the very patterns that hold us back, but thinking we’re growing.

The first step is intentional reflection. Most of us operate in a reactive state, responding to emails, putting out fires, and navigating daily demands without ever stopping to ask: Why do I think this way? Why do I act this way? What assumptions am I carrying?

Here are some practical ways to build self-awareness:

  • Journaling – Write down your thoughts, decisions, and reactions. Over time, patterns emerge.
  • Feedback loops – Actively seek input from mentors, colleagues, and even those who challenge you.
  • Mindfulness practices – Simply taking a few moments to observe your thoughts rather than react to them can be transformative.
  • Personality and strengths assessments – Tools like StrengthsFinder or the Enneagram can provide valuable insights into your natural tendencies.
  • Board of Directors – Change who your surround yourself with. Without realizing, we often keep the company of those who keep us right where we are.
  • The “Why?” method – When you make a decision or hold a strong opinion, ask “Why?” five times. You might be surprised at the subconscious beliefs driving your actions.

5. What makes it hard for people to be optimistic? Or for some, to avoid being too optimistic?

Optimism is a powerful force — but it has to be grounded in reality.

Many people struggle with optimism because they’re conditioned to focus on risks and worst-case scenarios. We live in a world where negativity is amplified — headlines focus on crises, social media fuels outrage, and many corporate cultures reward problem-spotting over possibility-seeking.

On the other hand, unchecked optimism can be dangerous. If we ignore reality, we risk falling into wishful thinking, assuming everything will work out without taking the necessary action to make it work out.

The key is pragmatic optimism — the ability to see opportunities while also acknowledging challenges. It’s the belief that the future can be better, but only if we take responsibility for shaping it.

6. Most of our audience is aware of the Fixed vs. Growth Mindset concept, but are there key aspects of this concept that tend to be overlooked or underestimated?

Mindshift by Brian Solis
Yes — many people misunderstand how to actually develop a growth mindset.

It’s easy to say, “I believe I can grow,” but without action, nothing changes.

Talking about taking action is not taking action. Thinking and dreaming about it, reading about it, learning from others who do it, planning for it, none of this is taking action.

The real key is deliberate discomfort. Growth doesn’t happen in our comfort zones—it happens when we actively seek out challenges that stretch us. You have to start with disrupting yourself.

Another overlooked aspect is environment. You can’t sustain a growth mindset if you’re surrounded by people who reinforce fixed thinking. Leaders must cultivate environments where learning, experimentation, and even failure are embraced.

A growth mindset isn’t just about believing in potential — it’s about practicing resilience, adaptability, and curiosity every single day.

7. What is the role of transcendence in achieving mindshift or the relationship between them?

I tell the story about transcendence and Maslov in the book. If you’re reading this now, I hope you read the book!

Transcendence is about breaking free from the mental constraints of the past. It’s about seeing beyond immediate challenges and into what’s possible.

A mindshift happens when we transcend our habitual ways of thinking, seeing, and being. It requires stepping outside our ego, our fears, and our assumptions to view the world—and our role in it — through a fresh lens.

Great leaders transcend the present to create the future. They don’t just accept reality; they challenge and redefine it. They become it.

8. What is the relationship or overlap between futurology and mindset shifting?

Futurology isn’t about predicting the future—it’s about anticipating and preparing for it. A mindshift allows us to anticipate and shape what’s coming, rather than react to it.

A future-ready mindset means continuously questioning assumptions, scanning for emerging trends, and developing the agility to pivot before disruption forces our hand.

9. What role does storytelling play in a mindset shift for an organization instead of an individual?

Storytelling is communication and can drive cultural transformation.

Organizations shift their collective mindset when leaders craft compelling narratives that connect people to a shared vision of the future.

The most successful change initiatives are fueled by stories that inspire belief, belonging, and action.

10. From your experience, what are some of the best ways to test your story before you start to tell it?

A great story isn’t told — it’s experienced. Before launching a new narrative, whether for an organization, a product, or a movement, it’s essential to validate it in the real world. Here’s how:

  1. Start Small, Iterate Fast – Share your story with a small, trusted audience first—mentors, team members, or even a focus group. Observe their reactions. Are they engaged? Do they lean in? Do they see themselves in the story?
  2. The Emotional Test – A great story moves people. If it doesn’t spark curiosity, excitement, or even tension, it might need refinement. If people just nod politely, go deeper—make it more personal, more relatable, or more urgent.
  3. Reverse Engineer It – What reaction do you want? Is your story designed to drive action? To challenge assumptions? To inspire change? If it doesn’t achieve its intended purpose, revisit the framing.
  4. Test Across Channels – Does your story hold up in a conversation? A blog post? A social media post? A keynote? A strong narrative should be adaptable yet consistent across different mediums.
  5. Listen for the Retell Factor – The best stories get repeated. If people remember and share your message in their own words, you’ve got something powerful. If they struggle to summarize it, it might need simplification or more emotional depth.

A story goes beyond what you say—it’s what people hear, feel, and share. Make sure it resonates before you take it to a bigger stage.

11. What’s the biggest barrier to a mindshift, and how can people overcome it?

The biggest barrier? Fear of letting go.

People often cling to outdated beliefs, behaviors, and ways of working—not because they’re effective, but because they’re comfortable. Even when the evidence is clear that change is needed, there’s a psychological safety in the familiar.

Overcoming this requires intentional unlearning. The best way to do this?

  1. Expose yourself to new ideas and perspectives – Read outside your industry. Talk to people with different viewpoints. Travel, even if it’s just to a different part of your city. Disruption often starts with who you surround yourself with.
  2. Challenge your own beliefs – Ask yourself: What do I assume to be true that might not be? What if the opposite were true? This exercise alone can unlock powerful insights.
  3. Get uncomfortable, on purpose – Growth doesn’t happen in the comfort zone. Seek experiences that stretch you—whether that’s public speaking, launching a bold new initiative, or simply saying “yes” to something that scares you.
  4. Redefine failure – Failure isn’t the opposite of success; it’s part of the process. A mindshift happens when you stop fearing failure and start learning from it.
  5. Surround yourself with catalysts – The people around you either reinforce old thinking or help you level up. Seek out those who challenge you, inspire you, and push you to see things differently.

A mindshift doesn’t happen to you. It happens because of you. And the more intentional you are about rewiring your thinking, the more unstoppable you become.

12. What’s one thing every leader should do today to future-proof themselves?

Start with reading Mindshift! 😉

Leaders today need vision.But they also need foresight. The world is shifting too fast for traditional leadership approaches to keep up.

So here’s a challenge: Block out 30 minutes every week to explore the future.

  • Study emerging trends (AI, automation, shifting workforce dynamics).
  • Read about what’s happening outside your industry.
  • Watch how Gen Z and Gen Alpha are interacting with technology.
  • Ask, “What does this mean for me? My industry? My team?”

The leaders who thrive in the future are the ones who anticipate it today. The best way to be ready for what’s next is to start thinking like the future, right now.

Conclusion

Thank you for the great conversation Brian!

I hope everyone has enjoyed this peek into the mind of the man behind the insightful new title Mindshift: Transform Leadership, Drive Innovation, and Reshape the Future!

Image credits: Brian Solis

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Turning Bold Ideas into Tangible Results

Turning Bold Ideas into Tangible Results

Exclusive Interview with Robyn Bolton

Innovation doesn’t happen without the right kind of leadership, it’s not all about the lightbulb moment or the idea that results. Innovation begins with an insight and it is effective leadership that helps pay off my definition of innovation:

“Innovation transforms the useful seeds of invention into widely adopted solutions valued above every existing alternative.”Braden Kelley

It is no easy task to identify an insight worth investing in or to organize and lead a team to successfully pick the right idea out of a sea of possibilities, to develop it, to understand its potential advantages versus the alternatives it must displace, and to align the organization in the ways necessary to overcome any idea’s fatal flaw and shepherd it to successful launch and possibly even market development if the market for the solution does not already exist.

Innovation of course requires leadership, but do the same leadership principles apply to successfully leading innovation?

Today we will explore this question, along with many others surrounding culture, obstacles, process, strategy, and other aspects of innovation success with our special guest.

Unlocking Innovation for Leaders

Robyn BoltonI had the opportunity recently to interview Robyn Bolton, who works with senior executives at medium and large companies who are committed to using innovation to confidently and consistently drive revenue growth. She works with companies in various industries, including industrial goods, healthcare, consumer goods, and education under her consulting firm MileZero. She is also a professor at the Massachusetts College of Art & Design in the Master of Design Innovation program. Prior to founding MileZero, Robyn served as a Partner at Innosight, the innovation and growth strategy consulting firm co-founded by Harvard Professor Clayton Christensen, worked as a consultant and project leader for The Boston Consulting Group in both Boston and Copenhagen Denmark, and earned her MBA at Harvard Business School.

Below is the text of my interview with Robyn and a preview of the kinds of insights you’ll find in Unlocking Innovation: A Leader’s Guide for Turning Bold Ideas Into Tangible Results presented in a Q&A format:

1. Why do so many companies struggle to innovate?

Companies struggle because they think innovation is an idea problem. It’s not. It’s a leadership problem. What I mean by that is executives who excel at running the core business are often asked to innovate (create new things) while they operate (run the existing business). Naturally, these executives rely on the very instincts and behaviors that made them successful – making quick decisions based on data and experience, striving to rapidly eliminate risk, and repeatedly and consistently delivering results. The problem is that these behaviors doom innovation efforts. They demand detailed financial forecasts when no data exists, expect quick returns on long-term investments, and try to eliminate risk from an inherently uncertain process. Success requires leaders who recognize that innovation is the opposite of operations and are willing to do the opposite of what made them successful operators.

2. Why is it so hard for innovation labs to last more than a couple of years?

Innovation labs struggle because organizations treat them like startups but expect them to operate and produce results like the core business. Executives launch labs with promises of freedom and flexibility but quickly start demanding predictable results and quick returns. By the start of the second year, executives are anxious for tangible financial results, especially as economic pressures mount, core business results slip, or a new executive arrives questioning innovation investments. Without a plan to demonstrate measurable progress in Year 2, deliver tangible results in Year 3, and a leader willing to advocate for innovation and the organizational clout to stave off skeptics, labs are easy targets for cost-cutting.

3. What does it take to build a solid foundation for innovation?

A solid innovation foundation requires a holistic approach, what I call the ABCs: Architecture, Behavior, and Culture. Architecture includes the strategies, structures, and processes that guide how work gets done. Behavior – specifically leadership behavior – turns words into actions and demonstrates what the organization truly values and believes about innovation. Culture establishes, expands, and sustains an environment where creativity and experimentation can thrive. But behavior is the most critical element because without leaders modeling the right behaviors, the best architectures fail and cultures crumble.

4. What is it that makes innovation almost the opposite of operations?

Operations exist in what Rita McGrath describes as a high-knowledge, low-assumption environment where leaders can predict outcomes based on past experience. Innovation occurs in low-knowledge, high-assumption environments where no one knows what will work, and past experiences are more likely to be misleading than helpful. Operational excellence comes from eliminating variation and risk. Innovation requires embracing uncertainty and learning from failure. The mindsets and behaviors that make someone a great operator – decisiveness, risk elimination, decisions based on quantitative historical data – hinder innovation success.

5. What would your advice be to an innovation professional on how to prevent innovation zombie projects from emerging?

Unlocking Innovation Book CoverZombies exist because managers are reluctant to kill projects because that may mean that they were wrong. Instead, they put the projects on pause or delay work until the next round of funding. The key to preventing zombie projects is recognizing and communicating that the decision to start wasn’t wrong. It was based on the information available at the time. New information is now available, resulting in a different understanding of the situation and, therefore, a different decision. This learning process becomes infinitely easier when you have a (relatively) objective and (completely) transparent decision-making tool outlining clear criteria for what makes an innovation attractive and worth pursuing – what I call an “innovation playground.” This framework defines what’s “in play” (attractive), “in bounds” (worth discussing), and “out of bounds” (not worth pursuing) across multiple dimensions like strategic fit, customer benefit, and required capabilities. Of course, this tool is only as useful as the people who use it, so leaders need the courage to make and stick to hard decisions about stopping projects that don’t meet the criteria.

6. Which is more important for innovation success? Leadership, strategy or culture?

Leadership behavior is the foundation for everything else. I’ve worked with companies that have brilliant strategies or are famous for their innovation cultures but are unable to get results from their innovation investments because their leaders don’t demonstrate the right behaviors – embracing uncertainty, making decisions with incomplete information, treating failure as learning. That’s why the “B” in the ABCs of Innovation (Behavior) comes first. Executives must recognize that their instincts and behaviors need to change before they can become successful innovation leaders.

7. Is there any such thing as a perfect innovation process? If not, what are the key components for any innovation process?

There is no perfect process. Innovation isn’t baking, where following a precise recipe guarantees success. However, there are essential components that every innovation process needs: diagnosing the real problem to solve, designing multiple potential solutions, developing and testing assumptions, de-risking through experimentation, and delivering value. The order of these steps matters, but everything else – the specific activities, tools, metrics, and timelines – can and should be adapted to your organization’s needs and culture.

8. What makes one innovation culture more successful than another?

Successful innovation cultures share three characteristics: First, they’re authentic to the organization rather than copied from another company. Second, they recognize that operators and innovators are equally important and valuable to the organization and work hard to strike the right balance between protecting innovation teams and connecting them to the core business. Third, and most importantly, they’re actively demonstrated through leadership behaviors, not just written on posters or mentioned in town halls.

9. Innovation labs/teams/groups often have a different culture from the rest of the organization. Is it possible to spread the culture out of the lab and infect the rest of the organization? How?

Yes, but it requires patience and intentionality. Start by sharing stories that make innovation relatable and relevant to everyone. If you can’t answer “What’s In It for Me” for each person in the organization, you can’t expect them to change their focus or behavior. When people express interest, invite them into your team’s traditions and events. Don’t force participation – remember that not everyone wants to or needs to be an innovator. Most importantly, teach and support those who are interested in innovation while celebrating the operators who keep the core business running. Culture spreads through pull, not push.

10. One of the most dangerous moments for any promising innovation project is the transfer of out of the lab and into an operational unit of the main organization to scale it. How can organizations do better at scaling up innovation experiments into equal members of the organization’s solution catalog?

The valley of death is real! The key to crossing it is to view it as a relay rather than just chucking something across the chasm. Historically, executives have been afraid of distracting core business teams with uncertain projects so they wait until launch to involve the people who will ultimately own the innovation. While this still occurs, I’m starting to see companies over-correct and bring operators into the process at the very start, including them in activities and decisions when the team is still operating in a highly ambiguous and uncertain space. Success requires meeting in the middle. When innovation teams know more than they don’t know, that’s when collaboration between innovation and operational teams starts. From that point through launch, innovators and operators should work hand-in-hand to understand and navigate uncertainty while adapting their plans, processes and metrics to ensure market success without losing the critical insights that sparked the innovation. Most importantly, Senior leaders must stay engaged, understanding and supporting the additional time and resources needed during the transition period.

11. Anything you wish I’d asked?

I wish you’d asked, “What does innovation leadership success really look like?” Because while revenue and survival rates are measures of success, I believe that the real measure is the lives you change. Given that only 0.002% of incubated ideas generate meaningful revenue, and 90% of innovation labs shut down within three years, there’s no guarantee that your work will become a wild, world-changing success. That doesn’t mean that you failed. For me and so many of the successful leaders with whom I’ve worked, success is also giving someone the courage to challenge the status quo because they see you doing it. It’s inspiring someone to take risks when you break the rules thoughtfully and responsibly. If you’ve helped even one person discover their potential as an innovator or creative problem-solver, you’ve succeeded.

Conclusion

Thank you for the great conversation Robyn!

I hope everyone has enjoyed this peek into the mind of the woman behind the insightful new title Unlocking Innovation: A Leader’s Guide for Turning Bold Ideas Into Tangible Results!

Image credits: MileZero (Robyn Bolton)

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MrBeast and the Customer Experience Audit

MrBeast and the Customer Experience Audit

by Braden Kelley

There is a reason why Walmart is flipping the typical retail salary model on its head to pay managers in stores MORE than some managers at its corporate headquarters. The stores pay for the HQ, not the other way around! AND, the stores is where the best information lives for manufacturers selling to Walmart and other retailers.

Enter MrBeast, who sells most of his Feastables chocolate through Walmart. So, what has he been doing since launching the product – over and over and over again?

Conducting a partial customer experience audit by visiting stores all around the country to see how the displays look, sometimes enlisting third parties (even customers and impromptu GoPro cameras) to help him gather information when he isn’t doing it first-hand.

Here is a snippet of a recent video podcast interview of him talking about it:

Some other retailers, like Starbucks, try, but not very hard, to have corporate managers spend time in the stores (a few hours when they first join, never to return) but I think the last CEO might have done away with it completely. It will be interesting to see if the new CEO encourages corporate HQ staff to get out into the stores more – after he finishes laying off 10% of the headquarters staff.

Does your company require headquarters staff to spend time in the field?

Or, do a high percentage of them voluntarily do it regularly?

Doing so does not replace regular independent customer experience audits, but it helps.

Do you need someone to come conduct an independent experience audit of your customer, employee and/or partner experiences?


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The Worst British Customer Experiences of 2024

The Worst British Customer Experiences of 2024

by Braden Kelley

Every year The Guardian, a newspaper in the United Kingdom (UK) looks not just at companies delivering stellar customer service, but APPALLING customer service as well.

In this article we’ll look at some of the organizations they highlighted in their latest iteration and what we can learn from them.

In looking at the article, the first thing that jumps out – primarily from the tongue in cheek approach of the author – is that many customer service mishaps come from employees following rules instead of sensibilities.

From pensioners being denied their walking sticks, blind athletes being denied their service dogs, to academics writing the occasional book being denied auto insurance – when companies demand that their employees serve their rules more than they serve their customers, bad customer experiences follow.

Without further ado, here are the seven organizations rewarded, ahem honored, ahem shamed by the article:

1. Teachers Pensions, run by Capita (a Business Process Outsourcing firm (BPO)) earned the glorious honor of being the first organization celebrated for their dubious practices of regularly requiring recipients to confirm that they are not dead and to answer whether or not they have taken on a new lover.

2. U.K. Government launched a program to encourage homeowners to insulate their homes, but spray foam insulation (one of the options) when poorly installed can cause roofing materials to rot and for the home if it fails inspection to become illegal to sell until the homeowner pays to have the insulation removed.

3. Eurostar in their brilliance decided it was too dangerous for their employees to push personal wheelchairs any longer and neglected to tell customers booking assistance of this change, leaving them stranded on the station concourse unless they had paid for a companion to travel with them. Eurostar eventually changed this new policy after the Observer reported the issue to U.K. regulators.

4. British Airways landed on the list with two tales of woe, the most egregious being that of a passenger that was prevented from reaching her grandmother’s deathbed by preventing her from boarding, forcing her to buy a new ticket to fly the next day, and canceling her return flight for good measure. They finally provided compensation after the fact once presented with a lawyer’s opinion by the staff of The Guardian on behalf of the customer.

5. Sheffield Council towed a car, didn’t notify the owner, forgot they had it, and then when they discovered it in their impound yard a year later (badly degraded) they demanded the owner collect it in two days and paid storage fees of about $6,000 it would be destroyed. The owner had reported the car stolen, received an insurance settlement and the insurance company, as you might expect, wanted its money back when they learned of the situation.

6. Amazon showed up on their list because their employees (or agents) began engaging in a scam where one-time passwords (OTP) were said by delivery drivers not to be working and so they wouldn’t deliver the item, but then the item showed as delivered in Amazon’s systems and so people were being told there was nothing they could do because it looks like the customer received their product. Amazon finally relented in the case of the one customer in question when Guardian Money intervened.

7. Taylor Swift, administered by AXS, sold VIP ticket packages for more than $650 each that rewarded paying customers with seats behind the stage obstructed by equipment and a celebrity tent and upon complaining resulted in the customers being moved to the cheap seats way in the back that they could have purchased for a fraction of what they paid.

So, as you consistently look to maintain, or create, an excellent customer experience make sure you are minding the details (annual or quarterly independent experience audits can be a great way to do this).

One of the marketing clients I worked with always called the phone numbers, visited the URL’s and emailed any email addresses mentioned in any creative we designed for her at the agency because the one she didn’t when working with a different agency, a typo meant that the marketing materials in market ended up being the number of a phone sex line. The details matter.

It is important that you spend time in the field listening to employees about the real world impact of policies that might land differently than how they were envisioned. Also, managers should make sure they are properly training staff to understand the reasons why the company has certain policies and when they need to be flexible. The lifetime value of a customer is nearly always greater than the value of any individual transaction.

How important is it for your employees to understand that it is better to lose the battle to win the war?


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