Discipline makes Daring possible.

Exceptions

Exceptions

Exceptions are where it pays to treat everyone the same. By which of course I don’t mean “computer says no”.

Much better to have a ‘golden rule’ to fall back on that enables anyone on your team to deal with the unexpected in a way that shows you absolutely stand by the promise that you make – even if the exception in question isn’t actually a customer.

Standardisation enables brilliant exception-handling, because it takes care of the routine and so frees people up to be human.

Handling exceptions brilliantly, as a human being, creates fans.

Standardisation

Standardisation

‘Standardisation’ often results in every customer being treated the same – whether they like it or not.

To my mind, a better way of looking at standardisation is that it is about treating the same kind of customer in the same kind of way – and of course, in a way that delivers on the promise you’ve made to them before they bought..

So if, for example, you have 4 different services, you could design 4 delivery processes. They may have a lot of activities in common, but by designing a process for each service, you’re making sure the process is easier for everyone to follow – neither you nor your customer is being made to do unnecessary work.

It may even be the case that different people on your team prefer delivering one kind of service to another, so splitting them means you can always have the best person for the job.

Of course there will always be exceptions, so room has to be left for these to be handled in a way that still delivers on the promise, but they should really be exceptions.

The key to all of this, is to start from the customer’s shoes.

The interesting thing is that, in my experience, getting it right from the customer’s perspective, actually makes things much easier and more profitable to run.

Not Applicable

Not Applicable

If you have a checklist with items that can be ‘not applicable’, you haven’t got a checklist, you’ve got at least 2 checklists, and you’re asking for trouble.

Including every possible option doesn’t make executing the process easier.

The spaces in between

The spaces in between

No matter how beautiful the fabrics, or how exquisitely they are cut, they don’t become the end product until they’ve been joined together by a unifying framework.

In this case, its one with considerable give in it.

Leeway – but not complete freedom

Leeway – but not complete freedom

Quilts have often been made collaboratively, especially in America, where the idea of making a quilt in components (called blocks) really took off. This method meant a quilt top could be assembled very quickly, since the production of blocks was effectively parallelised. If you wanted a bigger quilt, you simply enlisted more friends.

Once the component blocks were completed, they were sewn together to make the top, which was then tacked together with the filling and backing layers. Then everyone got together again to quilt the 3 layers into a single unified whole – the finished quilt.

As well as speeding up the making, this block method allows considerable leeway to the individual contributors. In this Friendship quilt, each contributor has chosen their own block design, but they’ve clearly been given a colour scheme to work with, and at least some fabrics have been shared – its leeway, but not complete freedom.

The result is a bedcover that looks coherent, but is still lively and full of interest. An excellent example of balancing tight rules with interpretive latitude.

Those quiltmakers knew a lot about creative collaboration.

Metaphor

Metaphor

“To learn easily is naturally pleasant to all people, and words signify something, so whatever words create knowledge in us are the pleasantest. Metaphor most brings about learning. ~Aristotle

When Blue Rocket Accounting and I started working together, they had a different, very traditional name, based on the surnames of the founding partners. Julie, the new owner, was fascinated by the NASA space programmes, and had already adopted some graphics reflecting that into the branding for the business.

As a result, when we put together the Promise of Value for the business, a powerful metaphor emerged: “we are Houston to your space mission.”

We ran with this metaphor, packaging services up to suit different types of space mission – “Blast Off”, “Maintain Orbit”, “Expand Orbit”, “Reach for the Stars”.

Then we took it further, defining Roles inside the business that are based on key Roles in Mission Control.

So for example, Blue Rocket has a ‘Capsule Communicator’, the primary communication channel for each client mission. Where most accountants would have a ‘Client Account Manager’, Blue Rocket has a ‘Flight Dynamics Officer’ whose job it is to give the client the information they need, when they need it, to keep them on the trajectory they’ve chosen.

This is carried through into the names of key processes: “Deliver Blast-Off”, “Deliver Maintain Orbit”, and so on.

This has proven to be extremely powerful in driving growth.

Firstly, prospective clients find it very easy to grasp exactly what Blue Rocket can do for them, and which package they need, so it makes it easy for them to buy. It’s not for everyone of course, some potential clients find the whole thing too frivolous, but they aren’t the companies Blue Rocket wants to work with, so that’s OK for everyone.

Secondly, its hard to forget why you do what you do when your job title is ‘Flight Dynamics Officer’ or ‘Capsule Communicator’ or ‘Voice of Mission Control’. You’re literally playing out the company’s promise to customers.

So, what would your metaphor be?

Silos

Silos

Functional silos are a well-recognised problem in organisational design.

The danger is that separate functions become like fortresses, mini fiefdoms with their own internal rules, reluctant to share information with other silos, poor at ‘passing the baton’ to the next silo when needed, optimising their internal operation at the expense of the whole.

Common solutions involve finding ways to pierce the boundaries between silos – cross-functional teams, rotating people around functions, modelling processes with swim lanes to represent the function responsible.

I think the problem is more fundamental.

Functions are a manifestation of a profoundly internal view of a business. They are about the organisation and the hierarchy, not about the client or customer. They encourage people to forget the Promise the organisation makes and who it makes that Promise to.

So I believe the solution needs to be more radical too.

Instead of trying to build bridges between silos, or tunnel through them, or create elaborate schemes for inter-silo communication, we should simply re-focus the business on clients, and build our organisational framework around making and keeping our Promises to them.

The beauty of this approach is that it makes everything much clearer and simpler for everyone, and its easier to scale.

Mental Models

Mental Models

Some people used to believe that the Earth is in the centre of a nest of spheres, containing the moon, all the planets and the sun, as well as several layers of heaven.

Others imagined it as a flat disc supported by a turtle, or an elephant.

Still others imagined it simply as a flat disc, with the sky as a pierced dome over the disc, and light from beyond the dome shining through the holes as stars.

Mental models are useful. They help us explain what’s going on and to work out what we should do in response to events. Often we can get by with such models for a long time – even if sometimes we have to bend the observable facts to fit the model we prefer.

A point comes though, where the facts get bent so far as to become ridiculous.

Then we need to adopt a better model.

Board games

Board games

If your business was a board game? What would it look like? What should it look like?

How do your prospects and customers move through the game?

What routes can they take?

What obstacles do they encounter?

Where are the pitfalls?

Who is there to help them?

What is the prize?

Who wins?

Resource Scarcity

Resource Scarcity

When a resource is expensive, it seems sensible to use it as efficiently as possible. So we batch jobs up for it, making them wait, so the expensive, and therefore scarce resource can be used to the max.

The problem with this approach is that it distorts the process, optimising a single step at the expense of the rest of it.

This distortion often persists long after the resource in question is no longer scarce. So you get GP and hospital waiting rooms; jobcentres and jury rooms, full of people in forced idleness, just so that the ‘scarce resource’ is maximally productive.

What if we designed our processes around the most critically affected role instead?

Things would look very different, and would be much more efficent overall – although the ‘scarce resource’ might feel a little less important.