Learning to Learn: Can KM, OD and Education Find Synergies that Change What is Possible?

These days, the ability to achieve deep, meaningful learning seems more and more of a challenge.  Hamstrung as we are by an ever growing mountain of content, dwindling attention spans, fewer available hours of focused energy, and pressure to prove results, it’s a wonder anyone can truly learn anything anymore.

Some say we can’t, and that increasingly .. we aren’t.

Rather than piling more fuel on the pyre of discontent, I’ve begun to focus my energy on new ideas in the learning space.  For most of the last 4 years I have been reading, researching, and discussing the challenges.  Much of that has happened over at the #k12 #ecosys, where deep & insightful discussions continue.

The result?  It certainly remains a work in progress.  But I’ve begun to put increasing stock on how to drive a synthesis across professional practices that claim much of the high ground on what it means to learn:  KM, OD and Education in particular.  Here’s a discussion framework that has emerged out of these conversations.

What do I mean by these?  I’ll offer a working definition of each, in the context of “learning how to learn”:

  • KM – Knowledge management, a business practice from the 90’s that seeks to  define, capture, and reuse knowledge across an organization, helping its members to share and ultimately learn from past achievements
  • OD – Organizational development, a business discipline most commonly in HR (human resources) that seeks to increase the productive capacity of the people and teams within the organizations walls
  • Education – the immensely broad ecosystem of teaching professionals across K12, colleges and universities, deeply immersed in the art and science (mostly science) of helping our young people learn

Challenge me here. Is this a good foundation?

Assuming so, would cross-pollination of experts like this be unthinkable?  It seems daunting on the surface.  Getting experts working together is hard work, as I’ve explored throughout The DNA of Collaboration.  But to me, crossing these boundaries is precisely the challenge.  We must work together to redefine the problems in solvable ways.  It means changing the stakes so that all the generations around us .. Boomers,  X, Y, Z and beyond .. can embrace new ways to learn how to learn.

In the face of increasing pressures for results, seemingly ‘soft’ initiatives like these are often scaled back, reducing our capacity to learn and to innovate at precisely the wrong moment.

What are some of the requirements in gaining cross-disciplinary cooperation and teamwork?

  • Intention and focus – to define what it means to learn deeply, and to establish new benchmarks for what is possible and achievable
  • Cultures that evolve – fostering new levels of trust, risk-taking and collaboration, so they might earn a more venerable status: ‘cultures of learning’
  • Solution language – that help insights and ideas emerge and converge into fundamentally new possibilities
  • Releasing the flow of insight – surrendering structure to more organic and adaptive methods of exchange

Working across professional disciplines exposes visible fault lines.  Many are deeply entrenched in decades of research and practice, convinced that the only path to success is the one they learned in grad school.  For some, their deeply held convictions will need to be left by the door.

In terms of some key ideas, what might we be talking about?  Here’s just a starter list of topics, to spark the synapses ..

  • Social Capital – building skills, networks and resources to help ourselves to help others
  • Evolution of Teacher/Learner – teachers that learn; learners that teach
  • Learning Cultures – how do we foster them?
  • Weaving a Collaborative Learning Fabric – discussing 1Q13 at CDNA G+ Community
  • Self-Selection and Ownership – customization of the learning agenda
  • Motivation and Growth Mindset – removing fear of not-knowing
  • White space – exploring and exposing the creative urge
  • Social, Team & Project-based Learning – is all learning truly social?
  • Key Stakeholder Roles – including Community involvement, and the notion of Resilience
  • Open Knowledge Frameworks – via a 21st century read of Kant
  • Virtual Environments – the purposeful evolution of distance learning and e-Learning

Under the hashtag #cdna (for “collaboration DNA”) we have begun to explore what it means to learn deeply and learn together, across all the contexts described here.  To get at the issues more directly, we will use this space, related posts on the book site, and other spaces (join our CDNA G+ Community) to expand on what we mean by the practice of KM, OD and Education in the context of learning.

Change demands new thinking.  And as you likely know by now, that is the sort of discussion that  keeps me up at night.  I would love your input and ideas.

My fear is that increasing numbers will someday fail to learn how to learn.  It’s a slippery slope with serious implications.

We’ve got work to do.

The Value Stream of 140c: The Why and How of Sharing Good Ideas

In NYC this week, #140conf is pulling back the covers on “meaning” in the social context.  Over at #e2conf in Boston, they’re taking a hard look at Enterprise Social, aka #e20.  It’s a unique opportunity to take a checkpoint.

What is our intention for engaging via social media?  Why are we here?

Sometimes it can feel like a very large echo chamber, but I think that’s self-inflicted. In short, we’re not focusing on the value in front of us. Here’s my take:

The value of social is linked directly with our content equity .. our ability to recognize, expand and share good ideas in the marketplace.

Sounds like a mouthful, but its easier done than said.  The best way to accomplish this in Twitter is to be focused and intentional in what we tweet about, putting thought to what we’re saying and who we’re trying to reach.  And it starts with a well designed tweet.  A powerful tweet has 5 primary elements, to drive maximum value:

  • Your opinion. This is the value add that you provide to the content. It’s the essence of social media. Without this, you’re simply passing the raw idea on “as is” without benefit of your experience.  You play a HUGE role in interpreting the content.  I think it should appear first in the tweet, for maximum impact. Often saying “YES” or “AGREE” or “+1” is enough.
  • Idea Frame (aka the Headline). What is the big idea?  Be creative.  Succinct.  Relevant.  If you’re RTing a poor headline from another source, now’s your chance to fix it.  I try to put it in quotes, so it’s clearly the main focus.
  • Link to long-form content (use a shortener, like bit.ly). There must be a link to valuable content, even if (and often especially if) it comes from someone else. It’s possible to deliver meaning in 140c, but it’s easier to deliver it in a 350-word blog or white paper, then amplify/discuss it in 140c.
  • Credits. Who is behind this great idea?  Use their Twitter-IDs.  I use “by” for the author and “via” if its a referral.
  • Context (aka the Hashtag). Without relevant connection points, the content in question lacks context. Who cares about this idea? What communities or thought streams need to know? A tweet without a hashtag has a significantly shorter half-life. This is perhaps the single most under-utilized aspect of effective #140c engagement.

And you’ve got 140-characters to do all that.  Get to work :)

As T.S.Eliot said, constraints force the mind to its maximum creativity.  All these elements matter.  This is both art and science, really.  The most valuable and meaningful tweets reflect the DNA of good ideas.

In the social space, many, many smart people are out there, and they’re eager to share their great ideas.  That means we have an almost limitless opportunity to drive/extract/expand value by participating in the exchange.  Our role in the social marketplace is about connecting on quality content and bringing it forward, enhancing it, making it better, more relevant, more useful .. and yes, #140conf folks, ultimately making our collaborations more meaningful.

I’m in the back channel for #140conf (NYC) and #e2conf (BOS) this year, but that doesn’t mean I’m not a part of the fray. If you want to discuss this further, you’ll find me at the event hashtags as well as my home collaboration tag: #cdna.

See you online.

KM’s Evolution: the “Connected Organization” and the Emergence of Knowledge Networks

CHARLOTTE, NC. April 2012, by 

Knowledge Management can flourish in organizations where the interplay of ideas is valued, where insights are prized as critical raw materials. Unfortunately, that’s not in enough places.  KM, as a practice, remains mired in old thinking.

Let’s take a fresh start:

It’s time for KM practitioners to start sketching out a new collaborative paradigm for the enterprise ..

No small strokes here. So let’s put some stakes in the ground.

For a foundation, let’s return to Ikujiro Nonaka (2001) who gives us 3 major themes that have more relevance today than ever:

  • Flow of Insights, as Process.  The most fundamental change in the KM paradigm must be moving from structure to one of flow as the prevailing metaphor. Insights flow through organizations, they don’t live in hierarchical boxes. When they live in silos, they’re often trapped there. KM must foster flow across silos, and sometimes (with appropriate policy and security) across the firewall. I believe KM’s convergence with social networks helps us think about how insight truly flows, representing a key inflection point for what is possible ..
  • “Ba” as Time, Space .. and Opportunity.  A Japanese term, “ba” can be thought of  (in my words, attempting to apply Nonaka’s) as “favorable conditions in time and space for knowledge emergence to occur”. It could be a conference room, an office, or space by the water cooler, but regardless of place, the chance for emergence is heavily influenced by culture and values. KM practitioners need to facilitate the creation of ba, and I’ll argue that in the 21st century, such places can be either physical or virtual ..
  • Care.  Many (people, organizations) have lost sight of their core values, the deeply felt imperatives that motivate and inspire us to act; in cases where they’re stated, they often fail to enter into our day-to-day use. Ownership and compassion make a difference in KM. Unlocking the value of KM requires a return to priorities, motivators, and intention ..

For a leg up on business context and the value of KM to the enterprise, I like going to Thomas Stewart (2001) with his clear perspective on challenges of how ideas are viewed in the enterprise space:

Value of ideas isn’t taught in traditional economics; it’s treated as a mysterious, outside force .. (but) a company in the information age is really a beehive of ideas, impacting how they should be setup, and run, and how they should compete.

An evolved, future-state KM needs more grounding in business and the business process, as envisioned by Nonaka and contextualized by Stewart. Sharing knowledge (first as insights, then ideas) must become second nature.

The adoption of this thinking has, in many ways, remained painfully slow. Andrew McAfee (2009) helped to set a new baseline for what’s possible, but he’s quick to point out that tech adoption often takes much longer than we’d prefer.

But it doesn’t stop us from charting a course.

Framing KM as a new paradigm allows us all to rethink what happens when insight truly begins to flow more freely through organizations. Hold this mental model:  insights are the raw material of new ideas. New knowledge is the downstream outcome, the catalyst and source of innovation.

We need accessible semantic framing for KM to have a chance.

I like to think of a new, emergent KM as “Getting Smarter, Faster” .. a more conversational, real, and tangible frame for KM and the flow of insights. Many of the terms and concepts in traditional KM (include some used in this post) won’t resonate with C-Levels, including, unfortunately, “ba” and “social” ..

As we rethink the framework, let’s try this:

Enterprise 2.0 may ultimately transform KM .. so that what emerges will be the “Connected Organization” .. creating new chances and spaces for people to exchange ideas and redefine possibilities ..

Connections like these happen at many levels, often spontaneously and in the moment. Email is not effective for this. Encounters at the water cooler leave too much to chance.

Ultimately, we are social creatures. We have an innate desire to connect with each other, and at some level, to help each other. But such thinking doesn’t go far in our commercial spaces.  This is where we need to rethink and apply Nonaka’s “care” as a focus, a priority, a core “intention.” My take on the challenge:

Corporations, in general, have failed to recognize the tremendous generative power in fostering white space and open linkages ..

Let’s take a confident step in the direction of E2.0, taking McAfee’s lead (in my words):

Social technologies offer the potential to serve as a KM catalyst, helping people connect in intuitive ways, when the need becomes apparent .. and we need to find ways to leverage them ..

Collaboration DNA (2012) .. my first book .. is where I’ve assembled the scaffolding for these ideas over the past 3 years. It will be out on Kindle soon. I’ve acquired a deep appreciation of linkage between KM and the collaboration process, and the role that technology can play to transcend historic barriers.

Both KM and collaboration depend on the exchange of insight; both aspire to create synergy from the engagement of independent thinkers; both struggle to function across organizational silos.

Steven Johnson has had many powerful things to say about the flow of ideas of late, but I think it was Peter Senge who first pointed out that KM and collaboration are two sides of the same coin.

Let me tie all this together:

KM needs to traffic in the flow of insight, building formal and informal Knowledge Networks as foundations of the Connected Organization ..

Exchange of insights, in the end, is the catalyst that makes innovation happen. Yes, there must be a process, and KM can help us invent the new one. It needs to be embedded in operations. And ultimately, it must have time, space .. and intention .. to flourish.

We’ll be expanding on these ideas here, and elsewhere.

Many of you have helped shape and validate my thinking, each insight a catalyst for the next. Thank you for your many contributions. But we’re only just getting started ..

As always, there’s still much work ahead, and as always, I’d love your insights.

***

Notes: see Suggested Reading side bar re: Goleman (1995, 2005), Kuhn (1962), Senge (1990), Wheatley (1996), Johnson (2010); links to books by Nonaka, Stewart and McAfee are in-line above. 

Words That Matter: Wittgenstein and Senge on the Power of Language in Critical Thinking

Language, like the culture it derives from, plays a subtle but powerful role in how we interact with others. Yet we are so completely immersed in it, we scarcely give it a second thought.

Early in the 20th century, Ludwig Wittgenstein brought focus to the critical importance of language in the context of knowledge, philosophy, and science. One of the more powerful and accessible claims he framed was this one:

“The limits of my language mean the limits of my world.” Wittgenstein, Tractatus, 5.6 (1921).

It may seem overstated at first glance, but let’s unpack it.

If we reflect on how we think about, evaluate, and come to understand virtually anything, we realize that the running voice of our conscious thought sets practical boundaries. We can contemplate problems and solutions in our mind only to the extent we have words to describe them. Our vocabulary either limits or unlocks our ability to describe what we see. Our command of grammar and ability to construct descriptions of abstract concepts works the same way.

Our command of semantics is a central to critical thinking.

Language literally bounds our possibilities.

Wittgenstein thus underscores a compelling argument for mastery of the original liberal arts of grammar, rhetoric, and logic – skills that we might better grasp today in the modern context of reading and writing – but his message is clear: the tools of language are essential to the thinking person.

Now let’s apply those ideas in the social and collective contexts.

What happens in a team setting?

Carefully articulating a new idea for ourselves is only half the battle. As collaborators we face the more difficult but critically essential task of explaining this idea to others. What words do we use? What language will our audience understand? And if we’ve followed good practice by ensuring a diverse group of collaborative stakeholders, the bar has been raised even further: what subset of our shared language will be most effective to ensure common understanding across a diverse team?

From my experience, the most common failure in team settings is mis-communication of ideas, most readily observed when group members freely, often unwittingly, talk past each other. In a fervent effort to make a point, we default to arguments grounded in our semantics of origin. So what happens? IT folks will talk technology. Accounting will talk about margins. Sales will talk about customer problems. Educators will talk about pedagogy. Academics will talk about epistemologies. With heightened energy, the vocabulary grows increasingly parochial and inaccessible, and the steeper the organization’s silo walls, the more entrenched the participants tend to be, and the more difficult language barriers are to cross.

No wonder finding common ground can seem like a pipe dream.

So intentional collaboration places clear demands on semantic foundations. Defining key terms often helps. Project glossaries can go a long way.

Another strong approach (referenced previously in this blog, and elsewhere) is that of a solution language. The idea is to create common ground on the output side. We can define terms for the proposed solution set(s) that are literally grounded in a new language that is embraced by all. It is an extraction from the contributors’ source languages, an amalgamation of pieces and parts to create a viable whole. As the solution language is built, common ground is established in the process. In so doing, collaborators become more aware of their context of origin, better described as their comfort zone. With time and energy, many will see how cultural and linguistic boundaries can impact their collaborative engagement.

Peter Senge in the 5th Discipline, observes:

In dialog, people become observers of their own thinking.

then cites the work of the late physicist David Bohm, who researched collective learning among scientists. Bohm believed that we, as individuals engaged in collaborative dialog, can:

“… begin to correct incoherence in our own thinking. A kind of sensitivity develops that goes beyond what is familiar … (exposing) subtle meanings that lie at the root of real intelligence.”

Senge and Bohm share a deep sense for the requirements for team-based learning. Senge himself devotes many pages to language, and the evolutionary steps through which individuals must navigate to achieve value from a shared, collective learning model. Often, it means suspending bias inherent from professional education and what is often years working within a given specialty.

Thomas Kuhn’s thinking on the challenges and demands of paradigm shifts peers from these lines.

Wittgenstein’s foundational messages ring true throughout.

It’s easy to imagine ourselves standing before the locked door of critical thinking. We hold the keys in our hands, but remain dumbfounded about how to use them. When we attempt to collaborate, we stand before the same door with others, but we’re still at a loss; perhaps it’s even worse, arguing the course of action.

Language, like culture, is a profoundly rich, integral aspect of our social existence. I’ll summarize it like this:

Language is the master key to unlocking effective collaboration, opening the door to possibilities of what we can accomplish via intentional, purposeful dialog with others.

We can cast all this aside, broadcasting our views to the world at will. We can choose empty words with casual intent to impress, or use caustic words that serve only to bully, blame and obscure.

People do it every day.

The price? It’s a fundamental failure to be understood, preempting an exchange of ideas that could have emerged into something more. That spells disaster for progress in any language.

Philosophy and the Search for Ideas: Foundations of Critical Thinking

As historians are quick to point out, the parallels between modern times and the classical world – including not only Greece, but also Rome – are plentiful. No new thinking here. In profound ways, our modern society, laws, forms of government and language are embedded in the classic traditions.

But there’s more to the story than that.

The history of philosophy, more broadly framed as the history ideas, tells a compelling story about a journey to new levels of understanding – a tale that traces evolution of ‘critical thinking’ itself.

At its core, philosophy is about learning how we ‘know’ what we know, and learning what we can do with the knowledge that can be gained.

Critical thinking and philosophy seem to share a common heritage, as shown in this table:

CT-foundation-x10_v2-200514

There is scant space here to do justice to such a rich history, but to advance the topic as part of my critical thinking series we need to at least expose the biggest pillars. In the paragraphs below, I focus on philosophers who have provided significant contributions to what has evolved as the modern notion of critical thinking.

  1. Pythagoras. A pioneer in math, Pythagoras advanced geometry with his famous theorem on triangles. In so doing, he brought the concept of ‘abstraction’ into the mainstream. He effectively demonstrated that what we observe is one thing, while what we comprehend mentally is quite another.
  2. Socrates. Famous for asking deeper and deeper questions to get to the core of an issue, Socrates was a relentless advocate of critical thinking. He is said to have used Pythagorean triangles drawn in the sand to challenge skeptics on their limited view of the ‘knowable’.
  3. Plato. While famous as both student and scribe of Socrates and an early political scientist, Plato was important in this discussion for driving concepts of perfected universals – truth, as one example – derived from accepted perfections in abstract mathematics. When we think about ideal solutions and archetypes, we owe a debt to Plato for asserting their importance, laying ground work for the modern framing of ‘paradigm’ (Kuhn) and ‘mental model’ (Senge).
  4. Aristotle. A critical inflection point in Western philosophic thought, Aristotle used his deep appreciation for observable science – biology in particular – to bring a rational, logical rigor to the abstract ideas of his time. He laid key foundational ideas of ‘causality’, and described abstract universals as characteristics that describe what we see in reality, reversing ideas of his predecessor, Plato. He was also the first rigorous ‘ontologist’ – developing categorization structures (including the classic genus-species taxonomy for plants and animals) that help us classify the world around us.
  5. Bacon. While not the first in a long empirical tradition, Francis Bacon is typically held up as the earliest catalyst of rigorous thought that established experimental science as a discipline. He provided the building blocks of what would later become known as the scientific method. With this structured approach, man gained the ability to discover and prove the causes of things.
  6. Decartes. One of the earliest to fully articulate human self-perception in philosophy, famous for cogito, ergo sum, or “I think, therefore I am” with significant contributions not only in rational philosophy but also in math, where his thinking was foundational in analytical geometry.
  7. Hume. Among his many contributions, Hume helped advance the idea of ‘mediation’ in our perceptions, arguing that our logic and conclusions are often filtered, whether by our senses or by our prior patterns of behavior, describing how the mind makes assumptions around causation based on our experiences (note: watch for future discussion of ‘mental heuristics’).
  8. Kant. Perhaps the most influential critical thinker of the last 400 years and a rich source of insights, Immanuel Kant brought many of Aristotle’s early notions forward into the modern world. He advanced the categorization of knowledge, with ideas that hinted at ‘context’ based on the notion of “a priori” (pre-existing) factors such as the special external functions of space and time. He also introduced a rational approach to our behavior, bringing logical underpinning to the discussion of ethics.
  9. James. Known as the father of modern psychology, William James developed our appreciation for focus, and its importance on perception and discernment.
  10. Wittgenstein. Famous for bringing the nuances of language into the discussion of ideas, Wittgenstein argued that both culture and semantic bias carry a fundamental influence in any kind of meaningful exchange. He argued that semantic rigor is essential to philosophical endeavors, serving as a cornerstone of what we now call critical thinking.

At the risk of leaving holes in our story, I’ve left out some key names – deep thinkers like Hegel, Locke, Hobbes, Reid, Mill, and a raft of others – and I’ll take responsibility for the exclusions. This was in part due to space, but also due to the focus of my research on the dynamics and demands of modern collaboration.

If you can help me fill any gaps in the progression, share your thoughts and I’ll provide updates. There’s also a quick survey in the toolbar that would help build a broader consensus on those most influential.

With a foundation in place, where can we go from here?

Unlike any time in history, people and their ideas are getting connected at an accelerated rate. That changes the rules of what’s possible. Critical thinkers who collaborate are likely to drive a potent set of outcomes.

The ability to realize the new dynamics of knowledge sharing may be the next significant challenge our society faces, but also, I believe, it is our greatest promise. Building a sustainable future requires that we relearn what it means to learn, and to advance our ability to learn from each other – globally, deeply, and ever more quickly.

There’s still much work ahead, as this series continues to rediscover what scholars have known all along: the importance of critical thinking.

Let me know your thoughts.

Critical Thinking, the Series: Learning to ask “Why?” again

If intentional collaboration is the productive exchange of big ideas, then philosophy is an important foundation. From Socrates to Aristotle to Kant to Kuhn to Senge (and a host of others in between) there is a rich heritage of thought on the pursuit of understanding, with a host of cognitive models to help us work on the hardest problems.

For those willing to do the work – and it truly is work, no silver bullets to be found here – improving how we search for knowledge is central to all manners of collaborative solutions, framed alternatively as innovation (in the commercial context), or emergent outcomes (in the context of complexity). That puts intentional collaboration on the critical path to solving virtually all critical social, commercial and public sector issues.

The stakes are high.

Ultimately it comes down to a decision: are we willing to embrace and foster the hard work of critical thinking?

I’m neither philosopher, nor academic. But if Socrates, arguably the father of critical thought, were to give a guest lecture at a local college, I’d be on the front row with my laptop, taking notes.

At some level, I think I’ve always had a hunger to understand.

But even with a healthy bias for learning, it’s easy to lapse into a mode of passive acceptance. We’re deluged with so much information, it seems increasingly natural to tune much of it out. But where do we draw the line? Are we losing our intellectual edge? What legacy are we leaving for future generations?

Critical thinking may be our last line of defense. We need to unpack it and understand it, and frankly, we need to get better at it.

Let me offer a working definition:

“Critical thinking is the skill set we use to challenge our initial, surface observations of a topic or insight, enabling a rigorous understanding of root causes, relationships and meaning.”

The rigor that goes into critical thinking is among the main reasons we struggle with it so. It’s hard work. And it takes more time. Deep learning requires more than just surface observation or memorization of fact, which has implications in many important areas, ranging from business to education.

Let’s recap some subject domains – past and present – where critical thinking plays a key role. This list will serve as a guide for subsequent posts, as I did in my 2010 culture series. I’ll update this outline and add links as we go in the months ahead.

  1. Philosophy (posted 5/21). How we think. Our rational minds use principals of logic every day to solve problems, but we pay little heed to the dynamics of reason, and the role our mental filters play. Tracing the heritage through Socrates, Aristotle, .. (ok, it’s a long list).
  2. Language (posted 8/16). How we communicate. Language is the essential foundation for framing our inquiries and our proposed solutions. Our words matter greatly, but we give them so little thought. Foundations in Wittgenstein.
  3. Metaphor (posted 8/31). How we find common ground. The power of metaphor in story and discourse has been central to our social learning process since we began to converse with our parents. Are we trained in the art of story telling? Is the intentional use of metaphor a lost art? A look at Lakoff on an important topic.
  4. Knowledge Frameworks (10/31). How we attack ‘the problem of knowledge’. This post will trace two evolutionary threads over the last 2500 years. Both are rooted in antiquity, but their most recognizable branches are empirical science and rationalist philosophy. The two roads diverged some time ago. Can we contemplate the paths coming back together?
  5. 21st Century Kant: Complexity (1/22). How we adapt. We’ve learned some behaviors of complex systems, but how can critical thinkers make sense of what seem to be increasingly unsolvable problems?  Can a new semantic analysis of Kan’t Categorical Framework provide any insight?
  6. Public Education. How we learn. This is doubtless the most fertile ground for this discussion in the modern day. Few argue the importance of teaching critical thinking, but to what degree are teachers able to foster it? What level of command should high school graduates possess?
  7. Business. How we innovate. There’s a raft of challenges in the commercial space, where inertia from our past successes has led to an endemic lack of critical thinking. What skills must executives employ to get ahead of the curve? (I’ve expanded on approaches for workplace at Talent Culture, and found a useful innovation frame started by Pat Lefler at Blogging Innovation).
  8. Thought Leadership. How we inspire. From academia to corporate enterprise to the political realm, our leaders want us to follow them. But do their messages makes sense to us at a cognitive level, or are we simply responding to emotional appeals?
  9. Collaboration. How we engage. We need to unlock new ways to interact in teams, bringing the potential of networked critical thinkers to bear on difficult problems. How do we get there? (see also Design Thinking)

No wonder there’s energy on critical thinking from all sides. There’s enough research in this framing for the balance of 2011. At this point, we will definitely spill over into 2012.

As we explore the depths and the many dimensions of this topic, we’ll need care to navigate the chasm between keeping it simple (aka accessible) versus the demands of academic rigor. Both are important.

Challenge me to strike the right balance.

As always, your comments and tweets will help expand and enrich the conversation. I look forward to them.

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Collaborative Culture: Peter Senge on the Foundations of Organizational Learning

CHARLOTTE, NC. January 2011, by

On the road to unlocking collaboration, our culture series has taken us through a review of Schein’s many layers, Handy’s four structural models, and Kotter’s eight steps for change – lots of ways to slice and dice the cultural barriers.

To me, it was important progress and worth the deep dive, tapping dozens upon dozens of insightful comments, for which I remain grateful.

Looking back, I’m increasingly convinced:

Cultures can, over time, be intentionally shaped and directed by visionary and resilient leaders. But the complexity of organizations, markets and other social ecosystems invariably worsens with scale, raising the bar for mitigation ever higher.

We need some breakthrough thinking. How can we foster collaboration and cultures that encourage it?

Where do we turn now?

Peter Senge, in his 1990 watershed work The Fifth Discipline (latest ed. 2006), laid an important foundation for Learning Organizations that still resonates today. As we look to frame the core dynamics of effective collaboration and the many challenges of the necessary culture change, I think we need to go back to the source.

While Senge advocated 5 critical disciplines for the modern organization, I struck gold on several foundational takeaways, each resonating with my views on collaborative innovation. Not all of them qualify as ‘disciplines’ as he defined them, but they all seem to have strong relevance to the challenges at hand.

Let’s look at them:

  1. the power of dialog to weave new insights on broader, divergent ways, in his words “open to the flow of a larger intelligence” and “taking us in directions we could never have imagined.” (is it just me, or does that sound a lot like Twitter?)
  2. exposing the vital role of context as the critical lens through which our ideas relate to the world, to each other, and to potential innovations
  3. understanding our social ecosystems, with a nod to “systems thinking”, exposing relationships across parts of the whole; this was an important stake in the ground for interdisciplinary thinking, concepts at the core of the collaborative model and Senge’s view of organizational learning
  4. recognizing that cultures can and must promote learning through deeper inquiry, encouraging us to challenge the rigor of our thinking; ‘critical thinking’ has lost focus in the commercial space and across western society, creating a fundamental problem in education priorities (but that’s another stream!).
  5. harnessing heuristics and paradigms to capture the mental power of abstraction, which he called “mental models;” these help us frame ideas, solutions, and (eco)system relationships in visual, more intuitive terms
  6. importance of the study of nature’s patterns, many holding secrets to how our world and our problems relate, with key messages for ecosystem sustainability and a means to understand complexity around us.

Senge looked to future organizations to master these challenges, becoming increasingly skilled at complex problem solving, and increasingly motivated to take on harder problems, adapting to handle more complex environments and challenges. Successful organizations, he hoped, would demonstrate resilience, and an expanding, repeatable capacity for learning.

Like many visionaries, Senge challenged future leaders to pick up the cause and drive these conceptual ideas into practice. Where are those leaders when we need them?

Some of them may be staring back at us in the mirror.

As we depart from Senge (with much to mull over!) let me direct your attention to the work of Marcia Conner, who has produced a series of books that lay out much of the work ahead in crafting a viable, sustainable learning organization.

Perhaps you’ve connected with her at #lrnchat, on Twitter?

Read up, and listen in.

Ultimately, we must promote cultures that value both learning and collaboration. That’s where innovation and great ideas come from.

We’re at a crossroads, of sorts, and here’s why:

Talking around notions of collaborative cultures is easy, in the same way people banter about collaborative innovation. Small wonder there’s such a buzz about it. But fostering cultures that spawn collaborative behaviors is hard work. I wonder: do we have the resolve to take it on?

Ahead: I’ll provide more specifics on the mechanics of effective collaboration. The journey continues, and we’re picking up the pace.

Here’s some additional dialog just posted on Quora, based on this thread.

As always, I’d love to know your thoughts.

Parent Engagement: Exploring Key Roles in the K12 Ecosystem

From my experience, parents want their kids to have a great education, and most are willing to pitch in.

On a good day, it might mean helping them study for a killer algebra test. On a bad day, it’s a more thankless task: helping them reevaluate priorities, prying fingers from the high tech keypads, smartphones and controllers stashed under every pillow.

Education is a complex topic, which deserves and is getting much discussion. But as a parent, I think understanding our stake in the process is an increasingly critical conversation, one that doesn’t always get air time.

I’d like to frame the question like this:

With school districts grappling with troublesome finances and even more troublesome test scores, what roles can and should parents play in the education process?

K12 Education today functions like an ‘ecosystem’. Most of the many interdependent stakeholders (teachers, students, parents, administrators, legislators, policy makers, text book companies) work diligently, but not always in tandem. No one entity has full control of the process. Across the diverse stakeholder groups are multiple, often conflicting objectives. Each depends on the others in the food chain for the system to function, but there is little optimization taking place.

Across the education ecosystem, too often it’s become a challenge of survival.

You may have seen “Waiting for Superman” and learned that across the nation, drop out rates are accelerating. Or maybe you saw “Race to Nowhere” about the pressure schools and parents are together putting on children, and how we must reevaluate how to define success. A more extreme example is the “Parent Trigger” where states allow parent-led coalitions to takeover problem schools.

While education leaders have much to do in sorting this out, parents have an important voice. We often forget that kids acquire language, behavior, and foundational learning skills before they set foot in a public school. Approaches will vary, but parents have the first crack at making learning a priority, and must work ever harder to sustain that. Schools, in turn, must understand what the family is experiencing, to effectively participate in an open collaboration.

Let’s tee up a few discussion topics to help us get at the core challenges of Parent Engagement.

Q1. What is the ideal role of parents in the education process?

Q2. How could we, as parents, help in a meaningful way? Here are some starter ideas, to get you thinking (do these resonate?)

  1. quality time on foundational skills (especially pre-K)
  2. finding creative ways and times to teach (story, play)
  3. fostering respect for knowledge and learning
  4. focus on resilience
  5. focus on mastery (deep learning) over performance (test scores)
  6. focus on critical thinking
  7. making innovation in education a priority

Q3. Who helps parents navigate these challenges, and should schools play a role in supporting them?

Q4. Can parents and teachers find the quality time required?

Education is undergoing some much needed transformation. From multiple sources, we can see innovative schools working diligently on new approaches. But time is short. And that’s an issue on many levels.

I sense that kids today start kindergarten well behind the power curve, leaving parents with few choices and many frustrations, and often no sense of what they could be doing to help.

No silver bullets here. But that’s all the more reason for the conversation.

We’ll tee this up at our weekly #ECOSYS chat on WEDS 1/5 at 9pET. This opens our 2011 Education Topic Agenda, on our wiki, under “T1 Parent Engagement”.

As always, please share your thoughts as comments, I’d love to discuss your perspective.

Barriers to Twitter Adoption: Unlocking a new Communication Paradigm

Some people believe, as I do, that Twitter has the power to fundamentally enhance our ability to communicate, accelerating access to both people and information. By most definitions that would make it a paradigm shift. Others, perhaps the majority, remain skeptical.

Let’s dive a bit deeper, to see what we might learn.

Twitter simplifies communication, removing barriers of time and place. Without the overhead of email, conversations can spark around the globe. Every contact can be a source of inspiration, a new collaborator, a potential customer.

Where else can you message the world and get answers?

Many have seen the potential of Twitter and are running with it. From custom news feeds to social activism, from blog promotion to chats and book clubs, from corporate promotion to a new era of participative journalism. Access to people and information appears to be accelerating.

So what’s the problem?

No issue, for the brave. On the surface, it seems easy, and it can be. If you’re able to multitask across dozens of threads. If you have unlimited free time. If you know exactly what you’re trying to accomplish during all your waking hours. Ambitious? More like impossible. Not enough caffeine in my latte for all of that. Control of the world’s information feeds is NOT the goal. Our families like to see us from time to time, and there’s this useful notion called ‘sleep’.

Still, my instincts tell me we’re leaving significant value on the table. The fundamental question for me remains:

What are the true barriers for adoption of the evolving Twitter and social media paradigms, and what can we do to unlock new levels of collaboration?

On WEDS 12/15 at 1pET, #SMCHAT will be joined by Laura Fitton, aka @Pistachio, CEO of oneforty.com and co-author of Twitter for Dummies. It’s part of her sweep of Twitter Chat’s for the TFD #BookTour. A true ‘early adopter’ herself w/ +70,000 followers, Laura has been at it longer than the rest of us. Let’s ask her to join us in brainstorming our hardest open questions:

  • Q1. Engagement. New rules include need for authenticity, clarity of intent, agreed semantics, less broadcasting & more listening. What else?
  • Q2. Influence. CW says numbers don’t matter, but marketers know eyeballs equal hits. What are dynamics of smart social network building?
  • Q3. Saturation. With so much info streaming in, Tweetdeck can barely keep up. Hashtags are imperfect. How do we manage the deluge of ideas & when is enough, enough?
  • Q4. Convergence. Apps & options keep proliferating, adding to the confusion. Should there be convergence to fewer tools, or is integration a better path?
  • Q5. Upside. Time for your crystal ball. Will twitter growth plateau, or will there be mass market adoption? What role does culture play?

The New Year is approaching. What better time reflect on the “State of the Social Network?” Let’s use the 90 minutes with Laura to good advantage. They’ll go fast.

Bring your questions and ideas, and join the conversation. It promises to be a good one. (click here at the appointed time)

Help me plan our time. Which of the topics above resonate the most for you? In which dimension(s) do the most significant barriers lie? Leave a comment, let’s discuss it.

It Takes a Village: Insights on Culture and Community in Local Government

In prior posts, we’ve looked at the many aspects of culture that affect large organizations, including the cultural dynamics in government that play out in large state & federal agencies.

A few days ago, a reader wrote and asked: “What about local government?”

That really started me thinking. So let’s have a look.

Similarities

Government agencies share a common service mandate, regardless of scale. That means local government exists to support its citizens, and that many aspects of the overall mission would logically be the same. Examples of this: revenue collection, protection services, health & welfare, even natural resources.

There’s also a similar political dynamic. Elected officials are voted into office to provide leadership and direction to full-time administrative branches. That can lead to a philosophical divide between the elected and the civil servants, an interesting cultural rift that is unique to governmental organizations, as I covered previously.

The net result is that local governments, like their larger state & federal counterparts, will encounter challenges of silo thinking and culture clashes, often resulting in small-scale bureaucracies.

Differences

It’s the differences that really bring home some interesting new factors. The most important of these is a sense of community. I wrote on virtual community a few months back, but the ‘brick and mortar’ community – including neighborhoods, businesses, recreation areas, and the like – makes up what is typically the strong, vibrant foundation or our day-to-day experience.

In a real way, our local communities serve as the backbone of our society.

These are critical factors for any town or region to remain healthy. Where these elements are absent, as is the case in regions with long-term economic decline, the systemic problems can be overwhelming. That means local communities and their governments are vitally important to create safe, healthy places for people to live and work.

Several things come with community that can benefit the cause of local government, with opportunities to drive a more open, participative culture

  • Citizen engagement – most want to live a good, healthy lifestyle, and want their neighborhoods safe, their schools effective, their tax dollars put to good use. This bodes well for engagement, because local citizens have an immediate stake in the affairs of local government
  • Proximity – by being nearby, it is far easier to participate in local government events and elections, including hearings, council meetings, and the like. Not so with state or federal.
  • Visible results – the effect of government can be seen locally, reinforcing value in real terms

I’ll argue that an “intellectual distance” has caused state and federal government to grow more removed from their constituents. It’s a chasm that hurts relevance to the average citizen. Small wonder the feds have long embraced a “town meeting” approach, in hopes of capturing the level of engagment that normally accrues locally.

The other major delta that impacts culture in local government derives from smaller scale, with 3 immediate impacts:

  • Less-hardened silos – the walls of over-specialization become stronger (quite literally, hardened) with time and scale. Yes, local governments will exhibit turf wars and silos among departments. But because they are typically smaller scale, it should, in theory at least, be easier to begin working across them.
  • Greater impact of individuals – with smaller jurisdictions in particular (towns, small cities) it is possible for strong leaders to drive signifcant changes; this is more difficult with large-scale entrenched bureaucracy.
  • Low critical mass (smaller talent pool). Being ‘smaller’ means there is generally less expertise available locally; smaller jurisdictions may need to lean more on outside help.

What does this mean? For starters: state and federal governments should ‘think small’.

But it also means this:

Local government should be aggressive on capitalizing on the advantages that community and smaller scale afford. They enjoy unique levels of access to their constituents. Moreover, they are closer to organizational models that favor collaboration .. provided they can abandon the silos that are inherited via the notion of government as ‘bureaucracy’.

A strong message from our culture research still applies here: there are no silver bullets. Achieving change of any scale is hard, and culture is as strong a factor in local government as with the larger jurisdictions. Government must be willing to interact directly with their citizens, not hide behind the silo’d walls of bureaucracy. Being both small and local can encourage engagement, a fundamental enabler of social change.

Is it time for the resurgence of the local community? Maybe it takes a village, after all.