Team building is a crucial element of creating a strong team culture. Understanding each other’s differences and preferences is a vital step in becoming a high-performing team. But many leaders struggle to find and deliver effective team building exercises. There are many too choose from, and many fall short. So many exercises focus solely on getting teammates to understand each other’s differences—often expressed as personality, identity, or experiences.
But for team building exercises to work, teams can’t just understand each other. They need to understand each other’s behavior.
And that’s what makes the “manual of me” activity the single best team building exercise. Instead of assigning different letters or numbers to different team members based on personality. It focuses on having teammates share their different work preferences. This tool allows team members to gain a deeper understanding of each other’s strengths, weaknesses, preferred environments, and working preferences. And over time, teams become be able to coordinate and even predict each other’s behavior.
In this article, we will delve into the concept of a Manual of Me, how to construct one, and the benefits of sharing and collecting these manuals within the team.
The “Manual of Me”
The Manual of Me is a powerful tool that enables team members to gain insights into each other’s behavior and preferences. It consists of a core of four, fill-in-the-blank questions: “I’m at my best when _____,” “I’m at my worst when _____,” “You can count on me to _____,” and “What I need from you is _____.”
By discussing these questions, team members can understand each other’s strengths and weaknesses, preferred environments, and working preferences. This understanding is crucial for creating a harmonious and productive team culture.
Constructing a Manual of Me
Constructing a Manual of Me involves a conversation within the team where each member shares their answers to the four core questions. Before starting the activity, it is important to inform the team about the purpose and provide them with the template and questions ahead of time.
The first question, “I’m at my best when _____,” focuses on identifying individual strengths, preferred activities, and environments for optimal performance. This question allows team members to understand how they can bring their best selves to the team.
The second question, “I’m at my worst when _____,” helps identify tasks and environments where individuals may struggle or under-perform. By understanding these limitations, team members can provide support and create an environment that minimizes challenges.
The third question, “You can count on me to _____,” highlights each person’s contributions and areas where they can provide help to the team. This question promotes collaboration and allows team members to leverage each other’s strengths.
The fourth question, “What I need from you is _____,” identifies areas where individuals need support or assistance from others. This question fosters open communication and helps team members understand how they can best support each other.
Additional questions can be added to the Manual of Me based on the team’s industry and level of familiarity with each other. These questions can delve deeper into specific aspects of work or personal preferences that are relevant to the team’s dynamics.
Sharing and Collecting Manuals of Me
Once each team member has shared their answers, there should be time for discussion and clarification. This allows team members to gain a deeper understanding of each other’s perspectives and preferences.
The completed Manuals of Me can be in various formats such as PDFs, Word documents, PowerPoints, or videos. It is important to choose a format that is easily accessible and can be stored in a shared folder or platform where the team can easily access them.
The ongoing conversation and understanding fostered by the Manuals of Me can lead to improved collaboration and performance within the team. By referring back to these manuals, team members can ensure that they are effectively supporting each other and leveraging their strengths.
When new team members join, they can be introduced to the Manuals of Me and encouraged to share their own once they feel comfortable. This helps integrate new members into the team and ensures that everyone is on the same page.
The Manual of Me is a powerful team building exercise that promotes understanding and collaboration within a team. By discussing strengths, weaknesses, preferred environments, and working preferences, team members can create a strong team culture and enhance their performance. The ongoing conversation and understanding fostered by the Manuals of Me can lead to improved collaboration and performance within the team.
At the beginning of each month, we will profile the ten articles from the previous month that generated the most traffic to Human-Centered Change & Innovation. Did your favorite make the cut?
But enough delay, here are November’s ten most popular innovation posts:
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In today’s rapidly evolving business landscape, organizations are recognizing the importance of not just their customers’ experience, but also their employees’. The concept of employee experience encompasses every touchpoint a worker encounters from recruitment to retirement. However, what often remains underappreciated is the systematic examination of this experience through regular audits. Today, we’ll explore why annual employee experience audits are critical for any forward-thinking organization.
Understanding Employee Experience
The employee experience can be defined as the sum total of all interactions an employee has with their employer. This includes the culture, the physical workspace, tools and technology provided, leadership behavior, and organizational practices. Together, these elements shape how employees perceive their organization and directly influence engagement, productivity, and retention.
The Need for Regular Audits
Conducting regular audits of the employee experience is crucial for several reasons:
Identifying Pain Points: Just as businesses conduct customer journey mapping to understand customer pain points, employee experience audits help uncover hidden obstacles impacting employee satisfaction and performance.
Measuring Impact of Changes: Organizations implement initiatives to improve the work environment regularly. Audits provide a structured approach to assess the impact of these initiatives, offering insights into what’s working and what isn’t.
Aligning with Strategic Goals: As companies evolve, ensuring that the employee experience aligns with the organization’s strategic goals becomes imperative. Audits help in recalibrating experiences to support these objectives.
The Benefits of Annual Audits
Moving from sporadic reviews to a structured annual audit brings several benefits:
Enhanced Engagement: Regular audits demonstrate a commitment to employee well-being, fostering a culture of trust and transparency which enhances overall engagement.
Improved Retention: By identifying factors that contribute to dissatisfaction or turnover, organizations can proactively address issues, making it easier to retain top talent.
Informed Decision Making: Comprehensive data from audits enable leaders to make informed decisions about policies, benefits, and strategic initiatives that can enhance the employee experience.
What a Complete Employee Experience Audit Looks Like
A thorough employee experience audit should include several key components:
Comprehensive Surveys: Distribute surveys that cover a wide range of topics including workplace culture, management effectiveness, communication, work-life balance, career development, and employee satisfaction.
Focus Groups and Interviews: Conduct focus groups and one-on-one interviews that allow employees to provide detailed feedback and personal insights that might not surface through surveys alone.
Observation: Observe working conditions, team dynamics, and workflow interactions to gain an understanding of the daily employee experience.
Data Analysis: Analyze HR data, turnover rates, and performance metrics to identify trends and areas needing improvement.
Technology and Tool Assessment: Evaluate the tools and technologies available to employees for their effectiveness in enhancing productivity and satisfaction.
Leadership and Management Review: Assess leadership styles and their alignment with employee needs and organizational values.
Feedback Loop: Establish a mechanism for continuous feedback and updates to the audit process to ensure it evolves with organizational changes.
What An Employee Experience Audit IS NOT
An employee experience audit is not an employee experience survey. Like a financial audit, it should also typically be conducted by a small group from outside the organization to maintain objectivity and honesty in the observations, devoid of assumptions and rationalizations of design tradeoffs. Employee experience auditors are trying as much as possible to walk in the shoes of employees across channels for key activities and so they must not be isolated from key systems or key employee groups to determine the most important activities and systems to dive the deepest into the experience of.
An employee experience audit is not a solution but research with recommendations. It is worthless without a commitment to act on the findings found. The leadership commitment and plans for how deficiencies will be addressed is EVEN MORE IMPORTANT than how the employee experience audit is conducted.
Implementing Effective Audits
For an audit to be effective, it should be thorough and inclusive. Consider the following steps:
Define Objectives: Clearly outline what you aim to achieve with the audit.
Utilize Surveys and Interviews: Gather quantitative and qualitative data through employee surveys and interviews.
Analyze Data: Use data analytics to identify trends and patterns. Pay attention to anomalies and outliers.
Actionable Recommendations: Transform insights into actionable steps that can be implemented to drive positive change.
Leadership Commitment: Secure commitment from leadership to fund and implement the greatest improvement opportunities identified during the audit.
Conclusion
The workplace is fundamentally changing, and so too must our approach to understanding it. Annual employee experience audits provide a robust framework for consistently enhancing the environments we create for our workforces. In doing so, we not only improve the lives of our employees but also drive innovation, loyalty, and performance that propels our organizations forward. But an employee experience audit is not the same thing as an employee survey. It is instead an outside-in evaluation of the experience employees have while executing key activities across key systems. By embedding an annual employee experience audit practice into our routine, we fortify the human connection at the heart of every successful enterprise.
If you would like to team up to conduct an Employee Experience Audit at your company, please contact me and we can get you on the calendar to meet with our team.
Image credits: Pixabay
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Content Authenticity Statement: The core premise and structure for this article was created by Braden Kelley. The OpenAI Playground, taking on the role of human-centered change and innovation thought leader Braden Kelley has helped to flesh out the content of the article with supplementary content added by Braden Kelley, including the section on What An Employee Experience Audit IS NOT.
It’s that time of year again – the annual ritual of strategic planning. But as Seth Godin points out in “How to Avoid Strategy Myopia,” we often mistake annual budgets and operational efficiency plans for true strategy. Strategies are not plans or guarantees; they’re informed choices to pursue possibilities that may or may not work.
Godin’s insights, while often associated with innovation, are fundamentally about strategy in its purest form. They challenge us to look beyond next quarter’s earnings and focus on transformative potential just beyond our current vision.
The Myth of “Strategic Planning”
Consider for a moment the last strategic planning session you attended. Was it dominated by discussions of cost-cutting measures, market share percentages, and incremental improvements? If so, you’re not alone. Many organizations focus on optimizing their current operations, behavior that is reinforced by the processes, templates, and forms required to secure next year’s funding.
However, as Godin warns, “When the boss demands a strategy that comes with certainty and proof, we’re likely to settle for a collection of chores, tasks, and tactics, which is not the same as an elegant, resilient strategy. To do strategy right, we need to lean into possibility.”
The Realities We Must Confront
Godin challenges us to confront several uncomfortable truths:
Today’s data doesn’t predict tomorrow: Executives rely heavily on easily measurable metrics based on false proxies when they make decisions. While these metrics provide a sense of control and comfort, they close our eyes to emerging opportunities and threats. When AT&T’s executives considered exiting the cell phone market in the 1980s, they turned to McKinsey to find data to inform their decision. Estimating that the total worldwide market for cell phones was 900,000, AT&T executives were comfortable exiting. It’s unknown if that comfort was worth the $11.5 billion AT&T spent to acquire McCaw Cellular in 1995.
Serving everyone serves no one: “Strategy myopia occurs when we fail to identify who we seek to serve and focus on what we seek to produce instead.” AMEN! True strategy begins with a deep understanding of our customers’ evolving needs, not just their current preferences. This requires empathy, foresight, and a willingness to challenge our assumptions. It also requires us to listen and act on what we hear from customers and not just from our bosses.
“All of the Above” is not an option: Strategy requires that we make choices and is as much about what we choose not to do as what we commit to doing. It requires the courage to say no to good opportunities in service of great ones. It requires facing your FOMO (Fear of Missing Out), loss aversion bias, and finding the courage to keep going.
5 Practical Steps You Can Take
If any of these sound familiar, it’s because they’re also innovation best practices.
Dedicate One Day per Month for Strategic Thinking: Set aside one full day each month for long-term strategic questions, free from the “Tyranny of Now.”
Cultivate Diverse Perspectives: Invite and listen to voices from different backgrounds, disciplines, and levels within the organization.
Embrace Small-Scale Experimentation: Run a series of small, low-cost, low-profile experiments instead of betting everything on a single initiative.
Redefine Success Metrics: Move beyond traditional financial metrics to include indicators of future potential, such as customer lifetime value and adaptability to change.
Foster a Culture of Questioning: Channel your inner two-year-old and ask “why” with genuine curiosity. Encourage your team to challenge assumptions because the most transformative strategies often emerge from questioning the status quo.
As we continue through this season of strategic planning, let’s challenge ourselves to think beyond the annual budget. Let’s envision the future we want to create and chart a course to get there. After all, in the words of Godin himself, “It doesn’t matter how fast you’re going if you’re headed in the wrong direction.”
Image credit: Pexels
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Throughout history there have been certain times and places that have given rise to phenomenal intellectual activity. The Vienna Circle and Cambridge’s Bloomsbury Group in the early 20th century are certainly examples, as is the Golden Age of Russian Literature in the mid-19th century and the post-war existentialist movement in Paris.
In a certain sense, these seem random, but they aren’t really. In each case, we can see undercurrents of politics, economics and other forces that gave rise to tensions people were trying to resolve. Great thinkers would explore, meet and influence each other, creating new directions and possibilities.
Yet it isn’t only intellectual life that converges in this way. History has a way of assembling forces around certain points of time and space, when long-standing trends intersect and give rise to new things. That’s why we study past events and learn about the lives of great personages long gone, so that we can hope to proactively recognize these forces and adapt.
1948: The Birth Of The Post-War Era
1948 was a pivotal year in many ways. Harry Truman was elected in a surprise upset over Thomas Dewey. Gandhi was assassinated in India. In South Africa, the white supremacist Nationalist party took power, making way for a half-century of Apartheid. The communists took power in Czechoslovakia and the Soviets sealed off Berlin. The western allies responded with a massive airlift, the likes of which the world had never seen.
Yet what probably would have more lasting effects than anything else that year didn’t involve great powers, armies or even political parties. In fact, the most consequential events that year hardly made the newspapers and most people probably weren’t even aware of them. It was in 1948 that two breakthrough innovations at Bell Labs ushered in the digital age.
The first was the transistor, invented by John Bardeen, William Shockley and Walter Brattain. Up until that time, computers used vacuum tubes, which were big, clunky, slow and tended to burn out. Transistors made it possible to make computers exponentially faster and more reliable. They also made way for the integrated circuits we still use today.
The second breakthrough, Claude Shannon’s creation of information theory, was less obvious, but no less important. The basic idea was that information can be broken down into quantifiable entities he called binary digits (or bits for short). It was information theory, along with Shannon’s earlier work that showed how Boolean algebra could be transformed through mechanical means into logic gates, that made the information age possible.
When I spoke to Fred Brooks, who led the development of IBM’s legendary System 360 that would dominate computing for a generation, he explained how both innovations proved pivotal to his work. Of course, it was the transistor that made the IBM 360 possible, but he also told me that it was his decision to switch from a 6-bit byte to an 8-bit byte, which enabled the use of lowercase letters, that helped make it transformative.
1968 – A Historically Tumultuous Year
While 1948 is remembered as a year of great events, 1946 is remembered for very different reasons. With armistices firmly in place in both the Atlantic and Pacific theaters, soldiers coming home from war started settling down and making love. With the inevitable result that came in the years that followed, the Baby Boom generation was born.
As the horrors of war receded and a new era of prosperity emerged, the Boomers began to see things very differently than previous generations. They would question authority, challenging old values and ways of doing things. Many began to advocate for gender and racial equality. Unwilling to take the world as it was, they sought to remake it in their own image.
Tensions simmered throughout the 60s, but in 1968 they would combine and explode. The year started with the Prague Spring, when a number of modest reforms in Czechoslovakia, intended to bring about “Socialism with a human face,” were met by a brutal Soviet crackdown. A few months later, Polish authorities got the message and crushed internal protests advocating for similar reforms.
During the American spring of that year Martin Luther King Jr. and Robert F. Kennedy were both assassinated. The summer brought, if anything, greater tumult. Bloody clashes between police and demonstrators at the Democratic National Convention discredited the party amongst many and paved the way for the election of Richard Nixon. Tommie Smith and John Carlos would raise their hands in a black power salute on the Olympic Podium.
Perhaps most of all, 1968 represented a handing of the baton. The 20-somethings of the 1960s would become 30-somethings of the 1970s. In the 1980s, they voted for Reagan in droves, and would shift how the the United States saw and governed itself as well as its place in the world.
1989 – Berlin Wall and World Wide Web
In November 1989, there were two watershed events that would fundamentally change how the world worked. The fall of the Berlin Wall would end the Cold War and open up markets across the world. That very same month, Tim Berners-Lee would create the World Wide Web and usher in a new technological era of networked computing.
Like in 1948 and 1968, the forces leading up to these events had been building for some time. The Polish Solidarity movement, which had been active since 1980, united activists from labor and the intelligentsia. It showed that the Soviets could be successfully defied. As the price of oil dropped throughout the 1980s, the Eastern Bloc became increasingly untenable.
In a similar way, the development of the World Wide Web had been brewing for decades. The US government had been building out ARPANET and computer scientists had been developing hypertext since the 1960s. All of the technology was in place in 1989 and Berners-Lee was able to create what became the World Wide Web in less than a month.
1989 would mark an inflection point in which the world would shift from hierarchies to networks and the global village which Marshall McLuhan had envisioned came into being. Much like he predicted, however, this village was not a friendly place, but would result in a “release of human power and aggressive violence” from which we are still reeling.
The Power Of Cascades
In my book Cascades, I explained how small groups, loosely connected but united by a shared purpose drive transformational change. It happens gradually, almost imperceptibly, at first. Connections accumulate under the surface, barely noticed, as small groups slowly begin to link together and congeal into a network. Eventually things hit a tipping point.
It’s not just people that are networked though, events are as well. There are always unseen connections between the forces of economics, technology, culture, politics and many other things. Much like social and political movements, the effects are almost impossible to detect at first, but can accelerate in nonlinear ways that defy the prediction of experts.
By all indications, we are in such a period now. We are undergoing four major shifts in technology, resources, migration and demography that will be transformative. Clearly, these shifts will create significant opportunities, but also great peril. The last time we saw this much change afoot was during the 1920s and that didn’t end well.
Yet that doesn’t have to happen. In 1948 we were able to create a new world order that ushered in an era of peace and prosperity unequalled in human history. The events of 1968 and 1989 also helped to bring about enormous progress. The difference between those epochs wasn’t so much due to any underlying forces, but the choices that were made.
Every generation faces great challenges. Some are remembered for their achievements, others for their tragedies. Like earlier generations, we have important choices to make. We should endeavor to choose wisely.
Looking back at the beginning of this decade now that we’re closing in on the halfway point, it’s clearly been a wild ride!
We’ve had a global pandemic, groundbreaking technological breakthroughs, geopolitical shocks, supply chain disruptions, and so much more.
These challenges have revealed a critical truth: organizations need to adapt and innovate faster than ever before.
Add to this the tough economic climate, shrinking capital availability, the disillusionment many business leaders feel toward their innovation teams (sometimes justified, sometimes less so), and we’re looking at a highly turbulent environment for corporate innovation.
The mandate has never been so clear: deliver more results, faster, and with fewer resources. For seasoned innovators, that’s just business as usual. However, structural shifts are poised to reshape the innovation management landscape.
With that background, here’s our take on the top trends to watch in 2025.
1. Innovation as a Distributed Core Capability
With tighter budgets, the rise of AI and other transformative technologies, the pressing need for organizations to reinvent themselves, and you can see why innovation is increasingly owned by individual business units.
This shift can arise from necessity—businesses needing to transform—or simply from a desire for better strategic alignment and more measurable outcomes.
Don’t get me wrong, there’s still a need for innovation expertise, but the role of corporate innovators is undoubtedly evolving. Instead of driving innovation directly, they are now enablers and educators, equipping the broader organization to innovate effectively. Embodying this phenomenon is TD Bank, for example:
“The program is truly driven by each line of business—we’re here as a tool to empower their innovation, not to direct it.”
– Josh Death, VP of Intellectual Property and Ideation at TD Bank.
To pull that off, every organization needs to have 3 key elements in place:
Innovation is now at a similar transition point as IT was during the digital transformation era a couple of decades ago: the exact method and approach can be debated, but one thing is clear: every organization must embed innovation as a core capability. Just as some organizations are “digital natives,” the situation is the same for “innovation natives.”
Frameworks, toolkits, and best practices: Innovation isn’t (always) rocket science, but you still need to know what you’re doing. To pull this off, the organization needs to provide its employees with practical tools, frameworks and practices, preferably in the format of a well-designed Innovation System or Program. The recently published ISO 56000 series of standards is now a great starting point, but they need to be complemented with tools that innovators across the organization can use.
Education, coaching, and enablement: A good framework serves as an efficient and effective launching pad, but without proper education, most employees won’t benefit from it. This is where corporate innovation leaders play a key role. They need to organize education and enablement for innovators across the organization, and coach people on how to get past common obstacles. However, doing that at the scale of a large organization is complex—that’s where programs such as The Innovation System, which is included for all HYPE software customers, can be highly effective.
Scalable and adaptive system support: To get measurable outcomes from innovation, you need to operationalize your program. Even the best designed programs with highly effective leaders and coaches can struggle to scale their work and get the outcomes they want without proper system support. That’s where a holistic innovation platform, such as the HYPE Suite, can play a key supporting role.
Generative AI has been the focus of most of the hype around AI lately, and for good reason, but there’s more to AI than that. When you combine the latest generative AI models with proven innovation best practices, more traditional machine learning algorithms, and data from your innovation ecosystem, you have a powerful toolkit that enables a variety of different use cases.
AI can:
Analyze and structure large datasets.
Provide actionable recommendations.
Help users locate relevant information more efficiently.
Detect market signals earlier.
Generate novel ideas.
Coach innovators to enhance their work.
The common denominator for all of them is that AI can help streamline, automate, and accelerate work, and provide easier access to information and skills that used to be the domain of only a few experts within the organization.
However, scaling AI’s benefits isn’t without challenges. Most employees aren’t going to be expert prompters or data analysts that know all the right innovation best practices. So, to unlock the real benefits of using AI, you’re going to need a capable system that is specifically designed for corporate innovation and deeply integrated with AI across the board. When deployed right, AI can help democratize, scale and accelerate innovation like never before.
3. Democratization of Innovation
The third trend builds on the first two. As innovation becomes a core capability better supported by tools, processes, and technology, it will also become more democratized.
Here are the three key shifts are driving this transformation:
Innovation tools, frameworks, and best practices are becoming more widely available, understood, and easier to use: This makes it easier for anyone that wants to be an innovator to get started on the right path and avoid many of the common beginner mistakes.
Technology reduces barriers to entry: Thanks to technologies such as 3D printing, low or no-code software, and Gen AI, it’s never been easier, faster, and cheaper to prototype innovations, whether focused on digital solutions, physical products, or process improvements.
Organizations are looking for more bottom up, employee and team-led innovation and intrapreneurship: Corporate innovation is no longer solely driven by top management. While management needs to set the strategy and targets, more and more organizations are looking towards empowering their employees to help them get where they want to go. It all starts from ideas, but self-organized teams, business units, and intrapreneurship programs are all on the rise. Companies increasingly want to encourage employees to think and act more like entrepreneurs.
When you put all three together, they create a powerful combination that can propel organizations to new heights of innovation and growth.
4. Partner Innovation and the Venture Client Model
No organization, no matter how large or powerful, can house all the best talent on every topic. That’s why the “Not Invented Here” syndrome can be particularly dangerous.
When you need to move fast, and do so with a lower budget, your best bet is to leverage talent from outside your organization.
The trick? Partnering with leaders and early movers in your area of interest to accelerate time to market and gain valuable insights. These partners can include research institutes, universities, or, increasingly, startups.
Historically, large organizations have relied on accelerators or Corporate Venture Capital (CVC) investments to engage with startups. However, both approaches have limitations:
Learning is indirect and secondhand.
They often fail to directly contribute to strategic business goals.
CVC investments require significant capital that could be allocated elsewhere.
The better approach? The Venture Client Model. This approach allows organizations to act as customers and development partners to startups that align with their strategic goals, resulting in:
Lower costs and faster time to market.
Accelerated learning through direct engagement.
Quick ROI by leveraging the organization’s existing scale.
To succeed with this model, you need a systematic approach, the right tools—like HYPE Partnering—and a clear focus on addressing real business problems, not just nice to haves.
The Venture Client Model, featured in Gartner’s latest Hype Cycle for Innovation Practices, brings all these elements together, making it a proven and effective strategy for driving innovation.
5. Cross-industry Collaboration
Building on the trend of partnering, companies are increasingly looking beyond their industries to find innovation opportunities.
Experienced innovators know that there’s no such thing as a new idea. Every idea is simply a combination of previous concepts and ideas applied to solve a specific problem. By partnering with organizations in different industries, companies can leverage highly advanced, specialized capabilities to uncover surprising opportunities and tackle the often-difficult execution phase of innovation.
As such, we’re seeing more and more strategic partnerships between companies from different industries, such as automotive or life science firms partnering with tech companies, to not just learn from one another, but to cocreate hybrid solutionsand products that unlock new value for customers and enable breakthroughs that neither industry could achieve alone.
6. Sustainability and ESG-driven Innovation
Last decade, ESG (Environmental, Social, and Governance) was all the rage. In the last couple of years, many of these initiatives took a backseat due to economic pressures and growing disillusionment with some of the failures associated with many of these programs.
The problem was that many organizations implemented ESG at a superficial level—promises and policies with little real-world impact—leading to skepticism about the value behind the topic at large.
However, the fundamental need for transformation remains critical. From addressing government deficits to combating climate change, the urgency for sustainable innovation is greater than ever.
What’s different now? The drivers and enablers are firmly in place:
Regulatory Pressure: Many governments across the globe are introducing stricter mandates for sustainable practices.
Technological Advancements: Breakthroughs in renewable energy, electrification, AI, and circular solutions provide tools for real change.
Consumer Preferences: Shifts toward sustainability are influencing demand and shaping circular economic models.
For innovators, this is a perfect storm—a unique opportunity to create breakthroughs that move the needle for both their organizations and the planet. Sustainability has been through the Hype Cycle, and is now nearing the plateau of productivity. For many, it’s no longer a “nice-to-have” but a strategic imperative, making ESG-driven innovation one of the most significant trends shaping the future of corporate innovation and strategy.
Conclusion
These trends highlight a clear shift toward more agile, sustainable, and externally focused innovation practices. For many organizations, they’re not just a nice addition, but a must to stay competitive in increasingly complex and fast-moving global markets. What hasn’t changed, is that those organizations that master innovation, unlock new opportunities to create value, drive impact. They will be able to future-proof themselves and leave the competition in the dust.
This article was originally published in HYPE’s blog. Images from Unsplash and Pixabay.
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Everything has a half-life, but we don’t behave that way. Especially when it comes to success. The thinking goes – if it was successful last time, it will be successful next time. So, do it again. And again. It is an efficient strategy – the heavy resources to bring it to life have already been spent. And it is predictable – the same customers, the same value proposition, the same supply base, the same distribution channel, and the same technology. And it is dangerous.
Success is successful right up until it isn’t. It will go away. But it will take time. A successful product line will not fall off the face of the earth overnight. It will deliver profits year-over-year and your company will come to expect them. And your company will get hooked on the lifestyle enabled by those profits. And because of the addiction, when they start to drop off the company will do whatever it takes to convince itself all is well. No need to change. If anything, it is time to double-down on the successful formula.
Here’s a rule: When your successful recipe no longer brings success, it’s not time to double-down.
Success’ decline will be slow, so you have time. But creating a new recipe takes a long time, so it is time to declare that the decline has already started. And it is time to learn how to start work on the new recipe.
Hardship 1 – Allocate resources differently. The whole company wants to spend resources on the same old recipes, even when told not to. It is time to create a funding stream that is independent of the normal yearly planning cycle. Simply put, the people at the top have to reallocate a part of the operating budget to projects that will create the next successful platform.
Hardship 2 – Work differently. The company is used to polishing the old products and they don’t know how to create new ones. You need to hire someone who can partner with outside companies (likely startups), build internal teams with a healthy disrespect for previous success, create mechanisms to support those teams and teach them how to work in domains of high uncertainty.
Hardship 3 – See value differently. How do you provide value today? How will you provide value when you cannot do it that way? What is your business model? Are you sure that’s your business model? Which elements of your business model are immature? Are you sure? What is the next logical evolution of how you go about your business? Hire someone to help you answer those questions and create projects to bring the solutions to life.
Hardship 4 – Measure differently. When there is no customer, no technology and no product, there is no revenue. You must learn how to measure the value of the work (and the progress) with something other than revenue. Good luck with that.
Hardship 5 – Compensate differently. People that create something from nothing want different compensation than people that do continuous improvement. And you want to move quickly, violate the status quo, push through constraints and create whole new markets. Figure out the compensation schemes that give them what they want and helps them deliver what you want.
This work is hard, but it’s not impossible. But your company doesn’t have all the pieces to make it happen. Don’t be afraid to look outside your company for help and partnership.
Image credit: Pixabay
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More and more, customers are open to using self-service solutions. Our customer experience research shows that while customers might prefer the human touch, some expect digital, self-service solutions. In certain cases, they even demand it. And it’s not just in customer service.
Consider Amazon, the perfect example of a self-service retailer. From researching to purchasing a product, and even in most customer service situations, everything is a self-service experience. Each step of the process is logical and intuitive. For customer service issues, the customer is prompted through a process. Along the way, if the customer still wants a live agent to help, they are able to share their phone number and an agent calls back within a minute. The point is, it’s as easy as can be. The learning curve is minimal and comes from just doing it.
I know what you’re thinking. You’re not Amazon, so getting a customer to use your self-service solutions requires a different technique. Keep in mind that there’s a right way and a wrong way. My friend Lance Gruener, EVP of Customer Experience at MasterCard, knows a thing or two about what great service looks like. In addition to his leadership at one of the largest companies on the planet, he’s president of the advisory board of the contact center industry’s largest association. In a recent board meeting, he shared an excellent example of the right way – and wrong way – to get customers to use self-service.
Not long ago, Lance walked into a store. Other than the employees, he was the only person in the store. He approached an employee to ask for help, but rather than helping, the employee pointed to a kiosk and said, “If you go over there, you can do it yourself.”
Lance, who, like me, is acutely aware of good – and unfortunately bad – customer experiences, resented the unwillingness of the employee to help. So, how should the employee have handled this situation?
Ultimately, the company wants customers to use its self-service solutions. But encouraging customers to do so takes a little tact. For Lance, the employee could have done it for him, then taken him to the kiosk and showed him how to do it the next time.
I love this approach. First, take care of the customer and then train them for next time. Or, train the customer while you help them. In effect, you’re saying, “Let’s do this together.” Either way, it combines high touch with technology.
In today’s digital world, a balance between technology, including self-service solutions, and the high-touch experience with a live agent is essential. Empowering customers to confidently use your self-service options can increase customer satisfaction ratings while streamlining operations. To do that, it will take time to train customers to use your technology. Success hinges on good technology integrated with personal support to ensure customers feel valued and capable.
Image Credits: Pixabay, Shep Hyken
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If I told you I had a document in my hand that was the new digital strategy for your company, what would you expect it to contain?
A list of projects? A “mission” statement? A technology vision? A competitive market analysis? A financial forecast?
One of the problems with the label “digital strategy” is that there’s not a common understanding of what it actually means or should contain. Naturally, the needs vary by company, but what if I said I had one menu for a Chinese restaurant and one for an Italian restaurant? Of course, there would be some differences, but there would also be some similarities: both would contain a list of foods you can order and their prices.
While we know what to expect to see in a menu, what should we expect to find in a digital strategy?
We develop digital strategies for companies from media to retail to financial services, and we use a ten-chapter outline for our digital strategy documents. Starting from this point, we often customize, and I’d encourage you to do that as well. Consider this a cheat-sheet that, if it works for your organization, can form the basis for your digital strategy.
Chapter One: Our Current Situation
Describe your company’s current situation vis a vis digital. Outline the digital touchpoints that currently exist, how recently they have been “remodeled,” how you measure their performance and what feedback you receive from both customers and stakeholders. Neither exaggerate the problems nor sweep them under the rug. The idea is to present a clear, objective, and fact-based description of the current state. Ideally, cite specific stats such as conversion, ad revenue, usability testing results or other data-driven “evidence” for your position. Also, describe any obvious gaps in your digital landscape. If you have clarity on the reasons for some of the problems or gaps (technical issues, business process issues, etc.), then state these as well.
Chapter Two: The Customer and Competitive Landscape
Describe your customer segments succinctly. What is understood about their current needs? How have they changed? Ideally, cite evidence from market research. In particular, how have their channel/touchpoint preference and expectations been evolving? What does that suggest about what your brand needs to do to stay relevant? If you have data to support it, describe how the current digital ecosystem for your company impacts your customer’s perception, behavior and purchase decisions (either positively or negatively — you may have examples of both). Now take a look at competitors. Your customers are evaluating you against your competitive set; what are they offering regarding a digital experience? How does it differ from what your brand is doing? What success metrics do you have available to indicate how successful competitive efforts are? (remember not everything your competitor is doing differently is necessarily successful). Remember to look not just at your traditional large competitors, but also at smaller competitors who may not be taking a significant market share (yet) but who might be more nimble or creative. Look also at “comparative” brands. If you are a hotel, what are airlines doing? What is Uber or Amazon doing? And how are their latest innovations both creating new expectations your customers have for you and also highlighting opportunities for your industry to do something similar?
Chapter Three: Trends
Chapters One and Two describe the current state. Chapter Three is your space to forecast the future. What trends are likely to impact your customer and your industry over the next few years? I suggest focusing on a 2-3 year time horizon. In today’s fast-moving world trying to forecast farther than that is too inaccurate. What kind of trends should you focus on? Certainly focus on digital trends, such as the shift to mobile or other digital technologies that may be relevant to your industry (wearables, VR, AR, chatbots, etc.). But also focus on trends that may not be inherently digital but which may have a significant impact in your industry over the next few years. These could be growth in China, the different priorities of the millennial generation, etc.
Chapter Four: Our Assets
Nothing in the outline of the first three chapters is inherently good news or bad news — it’s just a journalistic perspective on your brand, your customers, and competitors- where they are today and where they are going. It’s not uncommon for it to be an inventory of all the ways you are behind and that can be a bit of a downer. This chapter is your opportunity to remind the reader of any untapped assets you may have that might be able to help you leap ahead. What kind of asset should you describe? Here are some ideas. Consider which apply in your situation:
Your brand — How is your brand viewed by customers? Even if you are behind the curve in digital, it takes a long time to build a trusted brand. That’s worth a lot, and if you catch up, that brand may be a huge competitive weapon even against companies who seem to be ahead of you today.
Your content — Perhaps you have a backlog of content that is not being fully leveraged. A new digital strategy may enable you to tap value that is currently latent.
Technology — You might have some proprietary technology that, if connected to a stronger digital touchpoint, could enable you to bring capabilities to the market that would be difficult for others to match.
Your people and their skills — Your organization may be uniquely good at something. Perhaps there is a way to leverage that strength. Or you may have specific individuals whose talents aren’t fully leveraged but who could make a major difference if given the opportunity to drive new digital strategies.
Your scale, financial resources, partnership relationships, network of stores, licensed IP, etc. Companies have many other assets, far too many to list here. Try to inventory everything you have to work with and consider which other assets might have a place in developing a strategy that provides sustainable competitive differentiation.
Chapter Five: The Future Customer Journey
Chapter Five is where you describe your vision of the future. You have been setting up the rationale for change in the previous four chapters; this is where you propose your solution. Describe how the customer will interact with your brand differently in the future — what changes will be made to the different touchpoints? How does their journey play out from initial introduction to your brand, through the phases of initial interest and research, through their purchase decisions, experience of your product or service, problem resolution, and future re-purchase? Describe your customer, their situation, and their priorities and tell a compelling story that rings the intuitive bell of the user that this future journey will be both far better for the customer and also lead to better business outcomes for the brand. Support the alignment with customer needs via research data where available. One format for describing the customer journey is a roadmap.
However you describe it, your strategy should align with the three key priorities of a successful digital business.
Chapter Six: Money and Business Model
If you have done a good job in Chapter Five, you now have your reader or listener (if it’s a presentation) thinking, “Sounds great, but how much is this going to cost??” Chapter Six is where you lay out three things — roughly what implementing this strategy will cost, what your projections are for financial return, and how the business model under the new strategy changes, if at all. Clarity around investment and returns is what separates digital strategies that sound good from ones that actually get done. After all, an ambitious digital strategy for a major brand is likely to be a substantial investment. Most of the time those at the CFO and CEO level making investment decisions of hat scale are not doing it because of the inherent “good” of digital, but because they expect a return that justifies the decision. You must help them see your story in the kind of financial language that they use to make all of their other decisions. Be sure to describe not only the total budget but how much you anticipate will be capital vs operating budget and what the cash flow timing looks like. You’ll want someone from your finance department to be involved in modeling this in spreadsheet form.
Chapter Seven: Technology
It’s quite likely that your new strategy will be closely tied to technology. In Chapter Seven describe the technologies that are needed. It’s not essential to describe hardcore “tech” details or reference specific software tools. Rather, the idea here is to describe the key requirements you will have of technology to achieve the strategy.
Chapter Eight: Business Process and Organization
Often a substantial digital transformation will change the way you do business. If so, then no doubt you will need to reconsider various business processes or parts of your organizational structure. Chapter Eight should describe the types of changes that may be needed.
Chapter Nine: Timeline and Challenges
In Chapter Nine, you lay out a detailed quarter by quarter plan of how you intend to proceed. In addition, be upfront about the assumptions, risks and anticipated challenges your strategy will face. It may seem like it would be better to keep quiet about possible risks, but actually, the opposite is true for two reasons. First, it adds credibility to your plan and process to show you’re realistic about the possible roadblocks and are already thinking about how to avoid them. And second, when you get funded, and your project actually does encounter challenges it won’t be a shock to your stakeholders. Most major transformations encounter a lot of twists and turns, and you need not only the initial support but the sustained support of your key stakeholders. Having a frank conversation about the things that could go wrong in advance is planting the seeds for their support when you need it in the future.
Chapter Ten: The Cost of Failure
The last chapter addresses the question of what if we don’t do it? Or what if we do it half-heartedly? Digital transformation projects inevitably involve risks. And really wouldn’t we all rather avoid risk? This last chapter is the time to describe the risks of not proceeding or not fully proceeding. How will this impact sales? How will it impact your brand? If you just delay a year or two and then proceed, how will that impact your ability to catch up to the market?
So there you are: ten chapters of your digital strategy (or at least a starting point). One final suggestion is to make the development of your strategy an inclusive process. These days an effective digital strategy touches every part of an organization, and people can be quite resistant to an outside “digital team” deciding their fate for them. Furthermore, I suggest you create an inclusive process around the finalization of your digital strategy outline before you begin the process of developing the strategy. To the point I began with, there is a risk that when you come back to your CMO or your CEO with “The Digital Strategy” they may be surprised by what is and what isn’t covered. You can use this outline as a starting discussion point to gauge their expectations and jointly agree on what the strategy actually needs to address so that the scope and structure of the strategy meets their expectations and you can focus on the substance. Good luck strategizing and as always let us know if we can be of any help!
This article originally appeared on the Howard Tiersky blog
Image Credits: FreePik
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How many times a day do you ask someone to do something? If you total all the requests you make of coworkers, family members, friends, people at restaurants and shops, and even strangers, the total is somewhere between 100 and 1 bazillion. Now, what if I told you that by including just one word in your request, the odds of receiving a positive response increase by 50%?
And no, that word is not “please.”
The real magic word
Harvard 1978. Decades before everyone had access to computer labs, home computers, and personal printers, students had to line up at the copy machine to make copies. You could easily spend hours in line, even if you only had a few copies to make. It was an inefficient and infuriating problem for students.
It was also a perfect research opportunity for Ellen Langer, a professor in Harvard’s Psychology Department.
Prof. Langer and her colleagues asked students to break into the line using one of three phrases:
“Excuse me, I have five pages. May I use the xerox machine?”
“Excuse me, I have five pages. May I use the xerox machine, because I have to make copies?”
“Excuse me, I have five pages. May I use the xerox machine, because I’m in a rush?”
The results were definitive and surprising. Students who used the first phrase were successful 60% of the time, but those who used the phrases with “because” were successful 93% and 94% of the time.
“Because” matters. The reason does not.
Note that in phrases two and three, the reason the student is asking to cut in line isn’t very good. You can practically hear the snarky responses, “Of course, you have to make copies; why else would you be at the copy machine?” or “We’re all in a rush,” and the request is denied.
But that didn’t happen.
Instead, the research (and hundreds of subsequent studies) showed that when the ask is simple or familiar, people tend to follow instructions or respond positively to requests without paying attention to what’s said, even if the instructions don’t make sense or the request disadvantages them in some way. Essentially, people hear “because,” assume it’s followed by a good reason and comply.
“Because” matters. How you use it matters more.
The power of “because” isn’t about manipulation or coercion. It’s about fostering a culture of transparency, critical thinking, and effective communication.
Taking the time to think about when and how to communicate the Why behind your requests increases your odds of success and establishes you as a strategic and thoughtful leader. But building your “Because’ habit takes time, so consider starting here:
Conduct a “Because” Audit: For one day, track your use of “because.” How many times do you make a request? How many times to you explain your requests with “because?” How many times do you receive a request, and how many of those include “because?” Simply noticing when “because” is used and whether it works provides incredible insights into the impact it can have in your work.
Connect your “Becauses” As leaders, we often focus on the “what” and “how” of directives, but the “why” is equally crucial. Take your top three strategic priorities for the quarter and craft a compelling “because” statement that clearly articulates the reasoning behind it. For instance, “We’re expanding into the Asian market because it represents a $50 billion opportunity that aligns perfectly with our core competencies.” This approach not only provides clarity but also helps in rallying your team around a common purpose.
Cascade the “Because” Habit: Great leaders don’t just adopt best practices; they institutionalize them. Challenge your direct reports to incorporate “because” into their communications. When they bring you requests, ask them for the “because” if they don’t offer it. Make it a friendly competition and celebrate people who use this technique to drive better outcomes.
Tell me how you’ll start because then you’re more likely to succeed.
(see what I did there?)
Image credit: Pexels
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Drum roll please…
