Category Archives: Leadership

Why Arguing About Names Matters

Why Arguing About Names Matters

GUEST POST from Mike Shipulski

If you want to move in a new direction, you can call it disruption, innovation, or transformation. Or, if you need to rally around an initiative, call it Industrial Internet of Things or Digital Strategy. The naming can help the company rally around a new common goal, so take some time to argue about and get it right. But, settle on a name as quickly as you can so you can get down to business. Because the name isn’t the important part. What’s most important is that you have an objective measure that can help you see that you’ve stopped talking about changing course and started changing it.

When it’s time to change course, I have found that companies error on the side of arguing what to call it and how to go about it. Sure, this comes at the expense of doing it, but that’s the point. At the surface, it seems like there’s a need for the focus groups and investigatory dialog because no one knows what to do. But it’s not that the company doesn’t know what it must do. It’s that no one is willing to make the difficult decision and own the consequences of making it.

Once the decision is made to change course and the new direction is properly named, the talk may have stopped but the new work hasn’t started. And this is when it’s time to create an objective measure to help the company discern between talking about the course change and actively changing the course.

Here it is in a nutshell. There can be no course change unless the projects change.

Here’s the failure mode to guard against. When the naming conventions in the operating plans reflect the new course heading but sitting under the flashy new moniker is the same set of tired, old projects. The job of the objective measure is to discern between the same old projects and new projects that are truly aligned with the new direction.

And here’s the other half of the nutshell. There can be no course change unless the projects solve different problems.

To discern if the company is working in a new direction, the objective measure is a one-page description of the new customer problem each project will solve. The one-page limit helps the team distill their work into a singular customer problem and brings clarity to all. And framing the problem in the customer’s context helps the team know the project will bring new value to the customer. Once the problem is distilled, everyone will know if the project will solve the same old problem or a new one that’s aligned with the company’s new course heading. This is especially helpful the company leaders who are on the hook to move the company in the new direction. And ask the team to name the customer. That way everyone will know if you are targeting the same old customer or new ones.

When you have a one-page description of the problem to be solved for each project in your portfolio, it will be clear if your company is working in a new direction. There’s simply no escape from this objective measure.

Of course, the next problem is to discern if the resources have actually moved off the old projects and are actively working on the new projects. Because if the resources don’t move to the new projects, you’re not solving new problems and you’re not moving in the new direction.

Image credits: Pexels

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Experience Audits Are Crucial for 2025 Success

Experience Audits Are Crucial for 2025 Success

GUEST POST from Art Inteligencia

In an ever-evolving business landscape, companies striving for success in 2025 and beyond must focus on creating exceptional experiences for their employees, customers, and partners. The traditional approaches to delivering value are no longer sufficient; organizations must re-imagine their strategies to remain competitive. One pivotal approach is conducting thorough INDEPENDENT experience audits, which are not merely about evaluation but about discovering new pathways to elevate interaction and engagement by having a third party actually walk and document the performance of the different aspects of your experiences.

Understanding Experience Audits

Experience audits are systematic evaluations designed to assess and understand the quality of interactions across different stakeholder groups—employees, customers, and partners. They provide a structured approach to examining every touchpoint and interaction, allowing organizations to identify areas for improvement and innovation. These audits focus on enhancing intuitive and delightful experiences, which play a significant role in an organization’s success.

Benefits of Conducting Experience Audits

1. Enhanced Employee Experience

Employees are the heart of any organization, and their experience significantly affects productivity and morale. Conducting INDEPENDENT employee experience audits can uncover pain points related to workplace culture, communication, technology, and work-life balance that internal audits miss or rationalize.

  • Increased Engagement: When employees feel heard and valued, engagement levels increase, leading to higher productivity and retention. Experience audits illuminate areas where improvements can lead to a more engaged workforce.
  • Fostering Innovation: By identifying bottlenecks and friction in daily operations, organizations can create environments that foster creativity and innovation.
  • Improved Well-being: Understanding employee needs and stressors helps tailor benefits and wellness initiatives that improve overall well-being, reducing burnout and absenteeism.

2. Enhanced Customer Experience

Customer experience is a critical differentiator in today’s market. Through independent experience audits, companies can gain a comprehensive and unbiased understanding of the customer journey and identify opportunities for enhancement.

  • Personalization: By understanding customer preferences and behaviors, businesses can deliver more personalized and relevant experiences that increase loyalty and satisfaction.
  • Consistency: Experience audits help ensure consistency across all touchpoints, from first contact to after-sales service, building trust and brand reliability.
  • Innovation in Service Delivery: Recognizing gaps in service allows for innovative solutions that elevate the customer experience, potentially leading to new market opportunities.

3. Enhanced Partner Experience

In a globalized economy, organizations often rely heavily on partnerships to deliver their products and services. Experience audits in this area focus on optimizing collaboration and synergy by identifying which parts of the experience works well for partners and which elements are full of friction or lacking in value.

  • Streamlined Processes: Identifying and removing inefficiencies in partnership interactions can lead to smoother operations and reduced time-to-market.
  • Strengthened Relationships: Understanding partner needs and pain points helps cultivate stronger, more beneficial relationships, enhancing cooperation and mutual growth.
  • Co-Innovation Opportunities: Comprehensive audits can reveal possibilities for co-innovation, where partners work together creatively to develop new offerings or enter new markets.

Implementing Experience Audits

For independent experience audits to be successful, they must be implemented thoughtfully with a structured approach that respects and supports their independence:

  1. Define the Scope: Determine which experiences you aim to audit and the specific objectives that each audit should achieve.
  2. Engage Stakeholders: Involve employees, customers, and partners early in the audit process to gather diverse insights and foster buy-in.
  3. Utilize Diverse Metrics: Employ both qualitative and quantitative metrics to gain a comprehensive understanding of experiences across different touchpoints.
  4. Prioritize Actionable Insights: Focus on insights that can drive immediate and impactful improvements, aligning with overall strategic goals.
  5. Iterate and Improve: Audits should be an ongoing process, with regular evaluations and improvements, to adapt to changing needs and expectations.

Conclusion

As 2025 begins, the importance of independent experience audits in securing organizational success cannot be overstated. By fostering a deep understanding of the interactions that define employee, customer, and partner relationships, businesses are better equipped to create meaningful, positive experiences that set them apart from the competition. In embracing these audits as a fundamental component of their strategy, organizations are not just preparing for the future, they are actively shaping it, and getting unbiased perspectives from the outside the organization to do so.

If you would like to engage me to do an independent experience audit for you across your customer, partner or employee experiences (or all three), please let me know.

Image credit: Pixabay

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We Need a New Language for Change

We Need a New Language for Change

GUEST POST from Robyn Bolton

If innovation (the term) is dead and we will continue to engage in innovation (the activity), how do we talk about creating meaningful change without falling back on meaningless buzzwords? The answer isn’t finding a single replacement word – it’s building a new innovation language that actually describes what we’re trying to achieve. Think of it as upgrading from a crayon to a full set of oil paints – suddenly you can create much more nuanced pictures of progress.

The Problem with One-Size-Fits-All

We’ve spent decades trying to cram every type of progress, change, and improvement into the word “innovation.” It’s like trying to describe all forms of movement with just the word “moving.” Sure, you’re moving but without the specificity of words like walking, running, jumping, bounding, and dancing, you don’t know what or how you’re moving or why.

That’s why using “innovation” to describe everything different from today doesn’t work.

Use More Precise Language for What and How

Before we throw everything out, let’s keep what actually works: Innovation means “something new that creates value.” That last bit is crucial – it’s what separates meaningful change from just doing new stuff for novelty’s sake. (Looking at you, QR code on toothpaste tutorials.)

But, just like “dancing” is a specific form of movement, we need more precise language to describe what the new value-creating thing is that we’re doing:

  • Core IMPROVEMENTS: Making existing things better. It’s the unglamorous but essential work of continuous refinement. Think better batteries, faster processors, smoother processes.
  • Adjacent EXPANSIONS: Venturing into new territory – new customers, new offerings, new revenue models, OR new processes. It’s like a restaurant adding delivery service: same food, new way of reaching customers.
  • Radical REINVENTION: Going all in, changing multiple dimensions at once. Think Netflix killing its own DVD business to stream content they now produce themselves. (And yes, that sound you hear is Blockbuster crying in the corner.)

Adopt More Sophisticated Words to Describe Why

Innovation collapsed because innovation became an end in and of itself.  Companies invested in it to get good PR, check a shareholder box, or entertain employees with events.

We forgot that innovation is a means to an end and, as a result, got lazy about specifying what the expected end is.  We need to get back to setting these expectations with words that are both clear and inspiring

  • Growth means ongoing evolution
  • Transformation means fundamental system change (not just putting QR codes on things)
  • Invention means creating something new without regard to its immediate usefulness
  • Problem Solving means finding, creating, and implementing practical solutions
  • Value Creation means demonstrating measurable and meaningful impact

Why This Matters

This isn’t just semantic nitpicking. Using more precise language sets better expectations, helps people choose the most appropriate tools, and enables you to measure success accurately. It’s the difference between saying “I want to move more during the day” and “I want to build enough endurance to run a 5K by June.”

What’s Next?

As we emerge from innovation’s chrysalis, maybe what we’re becoming isn’t simpler – it’s more sophisticated. And maybe that’s exactly what we need to move forward.

Drop a comment: What words do you use to describe different types of change and innovation in your organization? How do you differentiate between what you’re doing and why you’re doing it?

Image credit: Pexels

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The Changemaker Mindset

The Changemaker Mindset

GUEST POST from Greg Satell

Every time I speak to a group of executives, they complain that their organizations desperately need to change, but that the bosses are hostile to it. And every time I speak to a group of leaders, they say that change is their highest priority, but can’t seem to align the rank-and-file behind transformational initiatives.

The truth is that everybody loves their own brand of change, it’s other people’s ideas and initiatives that they don’t like. We all have things that we want to be different. But the status quo has inertia on its side and never yields its power gracefully. To want change is one thing, but to change ourselves, well… that’s another story.

What I’ve found in both my research and my practice is that people who bring about transformational, even historic, change start out no differently than anyone else. In fact, early versions of them are often decidedly unimpressive. The difference between them and everyone else is that somewhere along the way they learn to adopt a changemaker mindset.

A Problem They Couldn’t Look Away From

As a young man, Mohandis Gandhi wasn’t the type of person anyone would notice. Impulsive and undisciplined, he was also so shy as a young lawyer that he could hardly bring himself to speak in open court. With his law career failing, he accepted an offer to represent the cousin of a wealthy muslim merchant in South Africa.

Upon his arrival, Gandhi was subjected to humiliation on a train and it changed him. His sense of dignity offended, he decided to fight back. He found his voice, built the almost superhuman discipline he became famous for and successfully campaigned for the rights of Indians in South Africa. He returned to India 21 years later as the “Mahatma,” or “holy man.”

The truth is that revolutions don’t begin with a slogan, they begin with a cause. Martin Luther King Jr., as eloquent as he was, didn’t start with words. It was his personal experiences with racism that helped him find his words. It was his devotion to the cause that gave those words meaning, not the other way around.

Steve Jobs didn’t look for ideas, he looked for products that sucked. Computers sucked. Music players sucked. Mobile phones sucked. His passion was to make them “insanely great.” Every breakthrough product or invention, a laser printer, a quantum computer or even a life-saving cure like cancer immunotherapy, always starts out with a problem someone couldn’t look away from.

Identifying A Keystone Change

Every change effort, if it is to be successful, needs to identify a Keystone Change to bridge the gap between the initial grievance about the world as it is and the vision for how the world could be. You can’t get there in a single step. This is a lesson that even a legendary changemaker like Gandhi had to learn the hard way.

In 1919, five years after his return to India, Gandhi called for a nationwide series of strikes and boycotts in response to the Rowlatt Acts, which restricted Indian rights. These protests were successful at first, but soon spun wildly out of control and eventually led to the massacre at Amritsar, in which British soldiers left hundreds dead and more than a thousand wounded.

A decade later, when the Indian National Congress asked Gandhi to design a campaign of civil disobedience in support of independence, he proceeded more cautiously. Rather than rashly calling for national action, he set out with 70 or 80 of his closest disciples to protest unjust salt laws. Their nonviolent discipline inspired the nation and the world.

Today, the Salt March is known as Gandhi’s greatest triumph. It was the first time that the British was forced to negotiate with the Indians and, because it demonstrated that the Raj could be defied, helped lead to Indian independence in 1947. Yet without that earlier failure, which Gandhi would call his Himalayan miscalculation, it would not have been possible.

Gandhi is, of course, a legendary historical figure. But other, more pedestrian, changemakers learned the same thing. A lean manufacturing transformation at Wyeth Pharmaceutical started with a single change with a single team, but quickly spread to 17,000 employees. A healthcare revolution began with just six quality practices. When the CIO of Experian set out to move his organization to the cloud, he began with internal API’s and just a few teams.

To make change real, you need to get out of the business of selling an idea and into the business of selling a success. You do that with a Keystone Change.

Empowering A Movement

We revere legendary change leaders like Gandhi, Martin Luther King Jr, Nelson Mandela and others not just for their ideas, but because of how they empowered others to take ownership of their cause. Those who followed them did so not in their names, but for themselves. The struggle was collective, not one of subservience.

That’s what makes building a movement different from traditional change models they often teach in business schools. A snazzy internal communication program and a training regimen may help an organization adopt new software or gear up to support a new product line, but it won’t change how people fundamentally think or act.

Movement leaders focus on empowerment, not persuasion. Gandhi didn’t need to convince his countrymen about the daily humiliations and injustices suffered under the British Raj. King did not have to explain to black Americans that racism was wrong. Mandela did not have to persuade black South Africans about the evils of Apartheid. They empowered them to make a difference. That’s what makes movements so compelling and effective.

Changemakers of all kinds can do the same. At Experian, the CIO set up an “API Center of Excellence” to help product managers who wanted to build out cloud-based features. To power the quality movement in healthcare, activists created “change kits” to guide hospital staff who were on board and wanted to bring their colleagues along. Change can only succeed if you equip those who believe in it to drive it forward.

Building Empathy, Even For Your Enemies

People who believe in change want to believe that if everyone understood it, they’d want it to happen. That’s why “change management” gurus focus on communication and persuasion. They think that if you explain your idea for change in just the right way, others will see the light. For many change consultants, transformation is primarily a messaging problem.

Yet anyone who has ever been married or had kids knows how hard it can be to convince even a single person of something. Persuading hundreds, if not thousands—or even an entire society—that they should drop what they’re thinking and doing to adopt your idea and help drive it forward is a tall order. The simple truth is that no one is really that charming.

Make no mistake. If your idea is important, if it has real potential to affect how people think and how they act, there will always be those who will hate it and they will work to undermine it in ways that are dishonest, underhanded and deceptive. That’s just a simple fact of life that every potential changemaker needs to learn to internalize and accept.

Yet adopting a changemaker mindset means that you understand that change is always built on common ground and that you need to build empathy, even for your most ardent adversaries, because that is how you identify shared values and move things forward. It is by listening to your opposition and internalizing its logic that you can learn how to discredit it, or even better, inspire those hostile to change to discredit themselves.

That is the changemaker mindset: To understand that change is hard, even unlikely, but to remain clear-eyed, hard-nosed and opportunity focused. To know that through shared values and shared purpose, radical, transformational change is not only possible, but ultimately inevitable.

— Article courtesy of the Digital Tonto blog
— Image credits: Unsplash

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Are You a Leader?

Are You a Leader?

GUEST POST from Mike Shipulski

If you have to tell people what to do, you didn’t teach them to think for themselves.

If you know one of your team members has something to say but they don’t say it, it’s because you didn’t create an environment where they feel safe.

If your new hire doesn’t lead an important part of a project within the first week, you did them a disservice.

If the team learns the same thing three times, you should have stepped in two times ago.

If you don’t demand that your team uses their discretion, they won’t.

If the project’s definition of success doesn’t correlate with business success, you should have asked for a better definition of success before the project started.

If someone on your team tells you you’re full of sh*t, thank them for their truthfulness.

If your team asks for permission, change how you lead them.

If you can’t imagine that one of your new hires will be able to do your job in five years, you hired the wrong people.

If your team doesn’t disagree with you, it’s because you haven’t led from your authentic self.

If your team doesn’t believe in themselves, neither do you.

If your team disobeys your direct order, thank them for disobeying and apologize for giving them an order.

If you ask a new hire to lead an important part of a project and you don’t meet with them daily to help them, you did them a disservice.

If one of your team members moves to another team and their new leader calls them “unmanageable”, congratulations.

If your team knows what you’ll say before they ask you, you’ve led them from your authentic self.

If you haven’t chastised your team members for their lack of disagreement with you, you should.

If you don’t tell people they did a good job, they won’t.

Image credits: Pixabay

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Innovation is Dead. Now What?

Innovation is Dead. Now What?

GUEST POST from Robyn Bolton

Innovation has always had its problems. It’s a meaningless buzzword that leads to confusion and false hope. It’s an event or a hobby that allows executives to check the “Be innovative” box on shareholders’ To-do lists. It’s a massive investment that, if you’re lucky, is break-even.

So, it should be no surprise that interest and investment have dried up to the point that many have declared that innovation is dead.

If you feel an existential crisis coming on, you’re not alone. Heck, I’m about to publish a book titled Unlocking Innovation, which, if innovation is dead, is like publishing Lean Speed: How to Make Your Horse East Less and Go Faster in 1917 (the year automobiles became more prevalent than horses).

But is innovation really dead?

Yes, Innovation is Dead

The word “innovation” is dead, and it’s about time. Despite valiant efforts by academics, consultants, and practitioners to define innovation as something more than a new product, decades of hype have irrevocably reduced it to shiny new objects, fun field trips and events, and wasted time and money.

Good riddance, too. “Innovation” has been used to justify too many half-hearted efforts, avoidable mistakes, and colossal failures to survive.

Except that it is also very much not dead.

While the term “innovation” may have flat-lined, the act of innovating – creating something new that creates value – is thriving. AI continues to evolve and find new roles in our daily lives. Labs are growing everything from meat to fabric to new organs. And speaking of organs, three patients in the US received artificial hearts that kept them alive long enough for donor hearts to be found.

The act of innovation isn’t dead because the need for innovation will always exist, and the desire to innovate – to create, evolve, and improve – is fundamentally human.

Innovation is Metamorphosing (yes, that’s a real word)

Like the Very Hungry Caterpillar, innovation has been inching along, gobbling up money and people, getting bigger, and taking up more space in offices, budgets, and shareholder calls.

Then, as the shock of the pandemic faded, innovation went into a chrysalis and turned to goo.

Just as a caterpillar must break down completely before becoming something new, we’re watching the old systems dissolve:

  • Old terms like innovation and Design Thinking were more likely to elicit a No than a Yes
  • Old structures like dedicated internal teams and “labs” were shut down
  • Old beliefs that innovation is an end rather than a means to an end faded

This is all good news. Except for one tiny thing …

We Don’t Know What’s Next

Humans hate uncertainty, so we’re responding to the goo-phase in different ways:

  1. Collapse in defeat, lament the end of human creativity and innovation, and ignore the fact that cutting all investment in creativity and innovation is hastening the end you find so devastating
  2. Take a deep breath, put our heads down, and keep going because this, too, shall pass.
  3. Put on our big kid pants, muster some courage, ask questions, and start experimenting
  4. I’ve been in #2 for a while (with brief and frequent visits to #1), but it’s time to move into #3.

I’ll start where I start everything – a question about a word – because, before we can move forward, we need a way to communicate.

If innovation (the term) is dead, what do we use instead?

We’ll explore answers in the next post, so drop your words and definitions in the comments.

Image credit: Google Gemini

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Four Keys to Building Psychological Safety at Work

Four Keys to Building Psychological Safety At Work

GUEST POST from David Burkus

Psychological safety is the bedrock of a high-performing team. It’s more than just trust; it’s about fostering a climate of mutual trust and respect. Building psychological safety at work is not a one-time event, but a continuous process that requires conscious effort and commitment. It’s about creating an environment where everyone feels safe to take risks, voice their opinions, and be themselves without fear of judgment or punishment. It’s about creating a culture of openness, transparency, and inclusivity.

In this article, we’ll explore four key strategies to employ when building psychological safety at work. These strategies include admitting weaknesses as a leader, asking for feedback regularly, celebrating failures, and amplifying unheard voices. By implementing these strategies, you can contribute to a cycle of psychological safety that leads to higher performance.

1. Admit Weaknesses

Admitting weaknesses as a leader is a powerful way to demonstrate trust and inspire trust in return. It shows that you are human, vulnerable, and authentic. Leaders are not perfect, and admitting weaknesses is a way of acknowledging this fact. It sends a message to your team that it’s okay to make mistakes and that you value honesty and authenticity over perfection.

When leaders admit their weaknesses, it encourages team members to trust and respect them more. It creates a culture where people feel safe to admit their own weaknesses and mistakes, fostering a climate of mutual trust and respect. So, don’t be afraid to show your vulnerability. It’s a strength, not a weakness.

2. Ask for Feedback

Asking for feedback regularly is another effective strategy to build psychological safety. It shows that you are open to criticism and eager to improve. By regularly asking for feedback, you can understand how to better serve your team as a leader and meet their needs.

Don’t just ask for feedback, though. Ask specific questions to get constructive feedback. This will show your team that you value their input and are committed to improving. Applying the feedback you receive not only helps you grow as a leader but also builds trust and encourages open and honest conversations within your team.

3. Celebrate Failures

Failures are often seen as something to be avoided at all costs. But in reality, failures are opportunities for growth and learning. By celebrating failures, you promote transparency and emphasize the value of learning from mistakes. Discussing failures and what can be learned from them creates a culture where people are not afraid to take risks and make mistakes.

When you celebrate failures, you send a clear message to your team that it’s okay to fail. It’s okay to try something new and not succeed. What’s important is that we learn from our failures and use them as stepping stones to success. This fosters a climate of psychological safety where people feel safe to take risks and innovate.

4. Amplify Unheard Voices

On any team, there are voices that are not heard often. These could be individuals who are introverted, less confident, or simply overlooked. As a leader, it’s your responsibility to identify these voices and actively seek their input. This not only makes them feel valued and included but also brings diverse perspectives to the table, leading to better decision-making and problem-solving.

Amplifying unheard voices is about creating an inclusive team environment where everyone’s ideas are considered and valued. It’s about recognizing and valuing the unique contributions that each team member brings to the table. By amplifying unheard voices, you foster a culture of inclusivity and mutual respect, which is key to building psychological safety.

Building psychological safety at work is crucial for high performance. It’s about building trust and respect, which contribute to a climate of safety. By admitting weaknesses as a leader, asking for feedback regularly, celebrating failures, and amplifying unheard voices, you can foster that climate on your team. This will lead to higher performance, better team dynamics, and a more positive and inclusive work environment—one that helps everyone do their best work ever.

Image credit: Pexels

Originally published on DavidBurkus.com on November 13, 2023

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When Best Practices Become Old Practices

When Best Practices Become Old Practices

GUEST POST from Mike Shipulski

When best practices get old, they turn into ruts of old practice. No, it doesn’t make sense to keep doing it this way, but we’ve done it this way in the past, we’ve been successful, and we’re going to do it like we did last time. You can misuse old practices long after they’ve withered into decrepit practices, but, ultimately, your best practices will turn into old practices and run out of gas. And then what?

It’s unskillful to wait until the wheels fall off before demonstrating a new practice – a new practice is a practice that you’ve not done before – but that’s what we mostly do. There’s immense pressure to do what we did last time because we know how it turned out last time. But when the environment around a process changes, there’s no guarantee that the output of the old process will adequately address the changing environment. What worked last time will work next time, until it doesn’t.

But there’s another reason why we don’t try new practices. We’ve never taught people how to do it. Here are some thoughts on how to try new practices.

  • If you think the work can be done a better way, try a new practice, then decide if it was better. If the new practice was better, do it that way until you come up with an even better practice. Rinse and repeat.
  • Don’t ask, just try the new practice.
  • When you try a new practice, do it in a way that is safe to fail. (Thanks to Dave Snowden for that language.) Like before you use a new cleaning product to remove a stain on your best sweater, test the new practice in a way that won’t ruin your sweater.
  • If someone asks you to use the old practice instead of trying the new practice, ask them to do it the old way and you do it the new way.
  • If that someone is your boss, tell them you’re happy to do WHAT they want but you want to be the one that decides HOW to do it.
  • If your boss still wants you to follow the old practice, do it the old way, do it the new way, and look for a new job because your boss isn’t worth working for.

Just because best practices were best last time, doesn’t mean they’re good practice this time.

Image credits: Pixabay

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99% of Companies Failed to Do This Last Year

99% of Companies Failed to Do This Last Year

GUEST POST from Art Inteligencia

In today’s rapidly changing business landscape, one essential activity that 99% of companies failed to prioritize last year is conducting regular independent customer and employee experience audits. These audits are critical for understanding the current state and potential improvements needed to enhance engagement, loyalty, and satisfaction among customers and employees.

For most companies, customer and employee experiences are the backbone of their success. A business can’t thrive without satisfied customers buying their products or services, and employees are the driving force behind delivering these experiences. Despite this understanding, many businesses neglect the proactive steps necessary to evaluate and enrich these experiences systematically utilizing unbiased external third parties to walk the experiences and document friction points and opportunities.

Is your company part of the 99% that failed to conduct both an independent customer experience audit and an independent employee experience audit last year?

If you are part of the 1%, please be sure and leave some thoughts about the experience (no pun intended) in the comments!

Why Independent Experience Audits Matter

Independent experience audits are comprehensive reviews of interactions customers and employees have with a company performed by an unbiased external resource. They help identify pain points and opportunities for improvement. These audits should be performed regularly as they can reveal insights into:

  • The alignment between company offerings and customer needs.
  • The effectiveness of internal processes in promoting a positive work environment.
  • The coherence of brand values with actual customer and employee experiences.
  • Emerging trends and preferences that might impact future strategies.

“73% of customers are willing to pay more for a great customer experience.” – Temkin Group

Despite the apparent value proposition of these independent audits, why are so many companies still overlooking them? The constraints are often a mix of perceived complexity, lack of in-house expertise, or prioritization of immediate financial metrics over strategic insights. However, history has shown that organizations that adapt ahead of changes in expectations are better positioned to succeed over those that react out of necessity.

Case Study 1: An Overlooked Opportunity – Company X

Company X, a well-established retail brand, faced declining sales figures and employee turnover. Their product line remained strong, and pay scales were competitive. However, deeper insights revealed that customer experiences were inconsistent, and employees often felt disengaged due to a lack of communication and growth opportunities.

Recognizing the signs, Company X engaged in a comprehensive independent experience audit. The audit discovered two key issues:

  • Customer Experience: Customers reported a lack of personalization in their shopping journey, expressing frustration over disconnected in-store and online experiences.
  • Employee Experience: Employees felt unappreciated, with inadequate feedback channels and professional development options.

Armed with these insights, Company X implemented a strategy that enhanced personalized shopping experiences using AI-driven recommendations and integrated both digital and physical stores for seamless customer journeys. Simultaneously, they developed a robust internal communication framework that empowered employees through regular feedback and offered career progression pathways.

Within six months post-intervention, Company X witnessed a 15% increase in customer satisfaction scores and a 20% decrease in employee turnover—solidifying the importance of independent experience audits.

Case Study 2: A Success Story – Company Y

Company Y, on the other hand, already valued independent customer and employee experience audits as a vital component of their corporate strategy. As a result, they experienced steady growth and minimal churn rates despite operating in the highly competitive tech industry.

Company Y conducts bi-annual audits using a company like HCLTech, reviewing user interactions with their software products and collecting feedback through employee surveys intertwined with one-on-one interviews. They discovered that:

  • Customer Experience: The need for improved user interface intuitiveness was prevalent, prompting a user-centered design overhaul that optimized performance and usability.
  • Employee Experience: Although engagement levels were high, team collaboration across departments showed potential for enhancement.

By proactively addressing these issues, Company Y not only improved its software product, which increased customer retention by 25%, but also invested in team-building exercises and diversified project teams, leading to more innovative solutions and a dynamic organizational culture.

How to Implement Experience Audits in Your Organization

To avoid the common pitfalls highlighted, businesses need to incorporate independent experience audits into their regular strategic evaluations. Here’s a simplified approach to getting started:

  1. Define Objectives: Clearly identify what you aim to discover with the audit. Are you focusing on loyalty, satisfaction, efficiency, or a combination?
  2. Select a Partner: Choose an independent resource that is experienced, trustworthy and thorough in their activities to assess and document their findings as they walk the critical components of your customer and employee experiences.
  3. Gather Data: Utilize surveys, interviews, focus groups, and data analytics to collect comprehensive insights.
  4. Analyze Findings: Categorize feedback to identify consistent patterns, pain points, and potential areas for improvement.
  5. Develop an Action Plan: Prioritize issues by impact and feasibility, then devise a strategy that aligns with your company’s goals.
  6. Implement Changes: Address the identified opportunities with targeted interventions, ensuring stakeholders are engaged and informed.
  7. Measure Impact: Continuously track the effectiveness of changes and refine strategies as necessary.

Conclusion

Independent experience audits are not just a ‘nice to have’ but a strategic necessity. Companies can no longer afford to be complacent; they must take actionable insights from these audits to craft memorable and meaningful experiences for their customers and employees. Companies like Y that put independent experience audits at the heart of their strategy invariably found themselves robust against industry challenges, offering lessons that the broader business community should heed.

“Companies that excel at customer experience are 60% more profitable than their peers.” – Gartner

If you would like to engage an unbiased external person like Braden Kelley to conduct a customer experience and/or employee audit for you this year to join the 1% leapfrogging their competition, contact us!

Bottom line: Futurology is not fortune telling. Futurists use a scientific approach to create their deliverables, but a methodology and tools like those in FutureHacking™ can empower anyone to engage in futurology themselves.

Image credit: Pixabay

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Which Go to Market Playbook Should You Choose?

Which Go To Market Playbook Should You Choose?

GUEST POST from Geoffrey A. Moore

Life-cycle go-to-market has been the focus of much of my life’s work, and I had the opportunity to recap that experience at a recent chalk talk at the HackerDoJo in Mountain View. It turned out that most of what I had to say was captured on a single slide. For readers over the age of X, this may be familiar territory; for those under the age of Y, it may prove new.

This framework highlights four different go-to-market playbooks, each optimized for a different stage of the Technology Adoption Life Cycle. The two key takeaways are:

  1. The playbook that creates success in any given stage will under-perform at any of the other three, and
  2. The playbooks do not blend; instead, they actually undercut each other when combined.

Thus, the number one job of the go-to-market strategy-setting leader is to get the entire team aligned around one, and only one, playbook.

Now, full disclosure, because different segments of the market can be in different phases of the life cycle, a go-to-market organization can be running more than one play at the same time. What they must not do is run more than one at the same time in the same place!

The Early Market Playbook

The focus of this play is to engage with a visionary customer executive who wants to leverage disruptive technology to change the world. Because your technology has yet to be adopted, the category does not yet exist, and thus there is no budget for your product. As a result, it must be funded as a project, and the customer executive has to be senior enough to have the clout to extract the necessary funds from the enterprise’s existing resource pool. Your job is to inspire that executive, hence the emphasis on thought leadership marketing to connect your breakthrough technology to their compelling business vision. It makes for a wild ride, to be sure, but when successful, it puts your company on the map as the company that did what!?!? There still is no market, there still is no budget, but there is buzz, and that buzz is associated with you, provided, that is, that your target customer is a marquee brand that people look up to. For Salesforce in its early days, this was Merrill Lynch. For Amazon Web Services in its early days, this was the CIA. For OpenAI recently, this was Microsoft.

The Bowling Alley Playbook

This is the playbook described in Crossing the Chasm. Its focus is to engage with a pragmatic business manager who is responsible for a deteriorating business process that is causing increasing problems for their enterprise, and thus, urgently needs a fix. All the conventional approaches have been found wanting, and so this prospect is open to a disruptive approach, but only if it commits to solving its specific problem. There is budget to spend here although at present it is allocated to traditional approaches. As a result, the sales cycle begins with winning the right to redirect that spend. Sales success depends on your company demonstrating a deep understanding of the problem state followed by a clear explanation of why your technology can succeed where traditional approaches fail. Implementation success depends on bringing together a team that can solve the problem end to end, leveraging domain expertise with technological leverage, to deliver what Ted Levitt taught us to call the whole product (the minimum set of products and services needed to eliminate the problem). From a market development strategy point of view, the key is to focus on a single use case in a single industry in a single geography, the goal being to develop a congregation of successful companies that will serve as a reference base as well as a loyal customer base. That is how desktop publishing helped give birth to the Mac Faithful.

The Tornado Playbook

This is the playbook that drives The Gorilla Game, a market share land grab that catapults a single company to stratospheric valuation, dragging a cohort of close contenders in its wake, resulting in the gigantic market caps that motivate early-stage venture capital investing. It is triggered by a tipping point in the adoption life cycle when pragmatic customers’ resistance to early adoption is overcome by their fear of missing out. In a flash, the new paradigm becomes the new mandate—we must have mobile apps, we must transition to cloud computing, we must procure software as a service. Budgets sprout up everywhere like mushrooms, and they are there for the picking. All this rewards a “Just win, baby” approach to go-to-market, characterized by as broad a coverage model as possible combined with highly disciplined sales tactics. RFPs (Requests for Proposals) are prevalent, driving both pilot projects and bake-offs, with marketing focusing primarily on competitive differentiation and pricing discounts. Importantly, whichever vendor wins the first pick becomes that customer’s incumbent, giving it privileged access to future purchases. Just as importantly, if one company becomes the clear market share leader, then the ecosystem of supporting companies rallies around it, elevating its competitive advantage to gorilla status.

The Main Street Playbook

This is the playbook that drives sustained earnings growth in markets that have adopted the new technology and now seek to maintain it over as long a useful lifetime as possible. At this stage, customers prefer to work with their incumbent vendors and over time to consolidate around a smaller set of integrated suites. These suites serve as platforms for ongoing innovations that are sustaining rather than disruptive, something that bores visionaries but appeals greatly to pragmatists and even more so to conservatives. In the land-and-expand as-a-service business model, we are in the expansion phase, and the growth goal is to cross-sell and up-sell new service transactions, and the earnings goal is to maximize renewals and minimize attrition. Telemetry about user adoption and feature usage is mission-critical to this effort, enabling both account managers as well as the software itself to guide the customer’s buying decisions. Product-led growth supported by self-service transactions is mission-critical for consumer applications and other user-driven offers. For enterprise sales, packaging up sets of requirements and aligning with the customer’s procurement cycle calls for the kind of account management we used to call farming and now call customer success.

Final Takeaway

Each of these playbooks makes distinctly different demands of the marketing, sales, and services teams running the go-to-market effort. People talented at one type of play may struggle with another. Our tendency as human beings is to want to stick with what we are good at, so it is usually wise to empower a new leader whenever you change playbooks.

That’s what I think. What do you think?

Image Credit: Pixabay

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