Coloring outside the lines in marketing programs

coloringpage
Coloring inside the lines sounds familiar, right?

Whether in the office, at home or in preschool, we often find ourselves being encouraged to keep ourselves focused, on track in results-orientated organizations. Especially for people working in global knowledge intensive organizations where there is a multitude of cultures, markets and relationships. Why? Because it is complicated. Information is rampant and often can cause angst if taken out of context and/or misconstrued. Which is why recently when I had the opportunity to discuss a Community Launch plan with Kelly Shelburne she immediately made the inference that with fresh thinking around integrated communications and leadership, anything is possible. She believes with the creation of innovative communication programs we need to work as if we are ‘coloring outside the lines’.

Her perspective and leadership communications philosophy was refreshing. She is one of these people grounded in ethical standards with a heavy emphasis on employee engagement because her philosophy looks at the audience, their maturity to the communication theme and any additional organizational context that drives business results. She has a keen eye to culture and patterns. She thinks about harnessing leadership acumen and the notion that people are part of an organization unit or family who all are in varying stages in their relationship with the organization. In a nutshell, she believes there is real power in engagement, and that when that’s truly and effectively harnessed, the possibilities are limitless. She believes in the power of people and of unity – and in the power of ‘One’ – both the ability for a single person to influence great change and the ability for many to come together as one to do the same, when they are engaged and aligned with purpose.

It was so fulfilling to me to hear someone talk about the importance to communicate openly in a manner to engage employees. Especially with an eye to fostering collaboration through blending traditional content streams with video with an eye for a well aligned strategy that enhances internal communications that allow organizations to reach goals. It then occurred to me that she is absolutely right. We as social business leaders need to look for ways that we can color outside the lines. People won’t judge you because you draw inside the lines. We have to be able to go outside the boundaries of the ‘lines’ and yes, there is some risk in that, but in both cases- you can make it look amazing in your own by infusing your style, your color choice or person voice. In fact, we also discussed a recipe for success to color outside the lines with change programs:

• Build alignment
• Invest in wide organizational relationships
• Build integrated communication programs
• Be intentional with activities
• Harness the power of the network
• Be consistent
• Repeat

Makes sense to me. Think about intentional activities that can feed into the larger plan which leverages nodes and leaders in the organization to help with messaging and understanding. Be rigorous, timely and generous with your time. The rest will come. Besides, who doesn’t want to go back to the sandbox and build creative castles like we did when we were five years old in the office?

Change Management, a required work stream in Social Business

The Fremont Troll
The Fremont Troll
Break through results can only be realized in Communities if your social business strategy approach includes this work stream. Often the time and resources needed to do this right are overlooked or perhaps simply nebulous because we have to deliver on today’s results. It is so hard to insert the argument if your company views the effort as another tool rollout. So, just a few thoughts this morning around key activities in the change management work stream:

1. Do engage with HR to create the conditions or the environment for your program or organization to achieve results. Call it culture change or innovation – but do engage with HR.

2. Share key industry research, white papers or blogs with leadership over time so that they can learn from their peers outside of your organization.

3. Do what your mother told you when you were young – LEAD BY EXAMPLE. Requires a lot of effort, but do work across the organization and departments to encourage cross pollination.

4. Document, post, comment and work out loud in an open forum so that anyone in the organization can find your work at their moment of need. Yes, work out loud.

5. Invite, extend, flex and don’t let the trolls get you down.

As leaders of change programs, we must be continuous learners ourselves. What this means is that we should always ask for feedback, modify, pivot and adjust and adapt along the way. We extend invitations for new conversations and possibilities along the way, while making sure we don’t let any turkeys get us down. Most importantly, work across the organization with your approach so that this new social business program encompasses people, process and technology. If you hire vendors, encourage them to partner alongside the strategy, design, build and engagement work stream so that you can create the conditions that will allow you to realize the business objectives outlined as a part of your effort. And yes do consider thinking about Digital Disruption and Leapfrogging as concepts in your approaches.

Courageous European Community Director

Randi profil
Randi Hognestad directs community and network events in Europe. Based in Norway, this tireless community weaver has deep connections throughout Europe. She has cultural sensitivity and style. She is quick to engender trust, yet is fierce is pursuing business goals. It isn’t every day that you see a community manager resume with her background. She has a law degree and has worked as a journalist with Norway’s leading financial newspaper and with communication in private equity.
Today in celebration of learning on Community Manager Day, I decided to ask her about ‘weaving techniques’ we community managers should consider when developing cultivation and engagement plans.

1.) Demonstrate generosity
2.) Be authentic all the time
3.) Be respectful of the other community members time and efforts
4.) Be mindful that ‘language is powerful’
5.) You get credit for speaking other languages even if not ‘perfect’
6.) Embody cultural diversity
7.) Don’t be turned off if someone comes across not as polite
8.) Remember that not all executives are natural networkers, and may need some TLC to become engaged
9.) Mind the details in all that you do
10.) Be thankful

What I find the most fascinating about her educational background is how her competencies in communication and diplomacy align with those of high powered executives who quickly scale the levels in conversation. She is courageous, has a strong personality, quick wit, emotional intelligence which has faciliated her ability tend her networks. I hope you have the opportunity to meet her in person, because you will feel this great strength in her intense, yet tender presence.

Born Leadership Legacy

Nothing more fulfilling than reading about how universities, organizations and community leaders are seeking out key qualities that resonate with those of us who learned as toddlers, that we MUST share.  It’s no longer just about the test scores, but rather a candidate or talent’s ability to demonstrate:

Passion   Creativity   Accountability   Flexibility   Focus   Resilience Gratitude

In fact, as the first born of two university professors, these were mandatory skills that I had to demonstrate consistently throughout my youth.  Our family structure valued rigor in an approach to education, peppered with the freedom to fail.  All the while, emphasis on re-invention and repetition.

Now several decades later, I’ve found that this foundation was the basis for my career success in that I learned to value active listening, collaborating, risk taking, and persistence.  In fact, I’ve found that through sharing, I personally have more to gain than loose.  Which is what brings me to the following question?  Why are we still talking about embracing business models which encourage enterprise mentoring, collaboration and connections to talent and learning development programs?

Leadership, it boils down to this simple word.  Whether you talk about leadership on the scale of a billion dollar company, or via deep and lasting impacts a home maker / leader has on their brood or a tribal leader.  We in leadership every single day are putting into motion these ‘systems’ through our actions and words.  Which is why we often see much ado about: Amazon, Zappos, Mary McNevin healthcare as the industry sweethearts who are daring to lead, making laudable investments in people, or is charging forward with drastic strategy pivots?

At a cursory level, you can read about handfuls of leaders who have a burning imperative for being performance enablers.  These individuals have clarity of vision and ensure their teams collaborate and have what they need to deliver results.

So don’t be the ‘tractor in the swamp’.  Be bold and take on the wide-ranging malaise surrounding organizational design structures and performance management systems through your born leadership legacy.

Social Leadership Core Competency – Diplomacy

Spicy Green Salsa
Spicy Green Salsa

Social Leadership is not a new term, rather something we have been doing for years in diplomacy.  We look for ways to create a connection, find a common ground, or thread.  Our desire for social connectivity has been constant over the years, yet now we have a myriad of channels we can harness to amplify, highlight or extend engagement through a core social leadership competency, diplomacy.

How do our educational programs resemble these new trends?   Just wondering out loud how we are increasing the investment in our diplomacy, negotiation, and conflict management?

Basic skills we think when we think about entrepreneurs, leaders and diplomats.  This noble notion of finding common ground is something that we can do as community managers, social artists and marketers.   I don’t mean finding a way to sell or push more rhetoric, rather find a discussion that allows you as an individual to drop into the conversation and connect.  It’s just that simple.  Seek relatedness around a passion whether playing tennis, saving sea turtles, or a joint love for fish tacos.

It really does matter in conversations if we can discuss something of interest to both parties in an authentic manner.  We need to use our active listening, recollection and connectedness skills which cultivate social relationships based on trust, equality and reciprocity.

Nothing like a fiery green salsa as the metaphor for social acumen education programs.

Placing VALUE in personal networks

Time of the Social Bloom

As a social weaver, I think often about my networks.  I do invest 10% of my time daily into reading, sharing and reaching out via the post office, phone, email, Word Press, Twitter, LinkedIn, Facebook, Pinterest and other networks to cultivate and nurture them.  Certainly this has become a bit more challenging over the years with the complexity of tools, interfaces and compatibility that makes it more challenging.  So what I try to do is the following:

1.)   Create a system and back it up for you to capture all your key and/or tier one connections in your network.

2.)   Flex your documentation muscles as details matter.  Take time to document key information around your networks preferred interaction styles, preferences and likes so that you can remember names of family members, businesses, awards, alma mater, etc.

3.)   Be authentic.  Take the time to send hand written thank you notes, send flowers, books and/or hand deliver a meal.  All of the personal time investment is going away with the speed the internet has given us, so now is the time to re-invest this savings into things that really matter.

4.)   Give a Hoot.  Personally I’ve found that by allowing the twitter application to connect with LI, FB and vice versa, my social networks get these updates and can customize their personal view as needed.  I currently use Hootsuite to aggregate my twitter streams as it has an easy to use platform and a community based approach to support.

5.)   Invest in your purpose per network.  Take the time invest in yourself, your brand or simply hire a social media advisor to partner on your purpose and plan.

Someone recently asked me about the ‘size of my current network’?  I wasn’t sure how to answer this question at first since it really depends, right?  Immediately, I then started to analyze how social has changed the dialogue, the language and currency we use.

This notion of a social net worth is an akin to a financial portfolio.

In the future, perhaps we will be asked when applying for either a loan, credit card or job what the range of a ‘social value’ score that not only help them determine risk, but perhaps what someone views as a social investment.  Truly fascinating how these social analytics are becoming game changers.  As with anything, the public verus private ‘number’ will be something people yearn to acquire.

People, Pull and the Possibilities

With all the new tools that foster serendipity and real time feedback, do we really need HR? 

It will be curious to see how HR organizations use their charter to further contour and shape cultures by partnering with functions within organizations.

I recently shared how I believe that if we in the field of “People” don’t invest more in acceleration versus deceleration in the field of HR, we will work ourselves right out of a job.

The purpose of organizations in some cultures is to connect them to their societies and physical communities.  This is more true today than ever with the powerful social networking tools sprouting up all over the HRIS ecosystem.  Which is why I am advocating HR becoming an accelerator and do hope that they will become an enabler versus something that is slow, behemoth and/or an engine that protects and creates more silos.

The danger is certainly real to use these tools to create more silos and inadvertantly focus less on people.

Recently I saw a demo of an HR vendor who told me they have ‘communities’ and when I asked several foundational questions about what the charter, purpose and cultivation plans?  The sales representative responded with a retort that took me back to the ole’ client/server days where the value was in the ‘push’ information.

Which is why I believethe time is now to think about the People, the PULL and Possibilities.  With the new social tools, we have an opportunity to harness the power of real time peer feedback and accountability all the while fostering candor, transparency and honesty.  If we empower people to be courageous, provide the with processes and tools along with a culture that embraces asking tough questions of one another and management, imagine where could we be?

Lastly, as someone who thinks about social learning and culture, I believe we have a a huge charter ahead of us, with  much work to do especially with the advent of texting and such with our youth.  We must not take our foot off the importance of in person communications that are foundational to healthy feedback, debate and sharing.

The time is now.  So let us POUNCE together!

Social Leadership Retreat

I’m looking forward to the facilitating an exclusive Social Leadership Retreat.  We will be meeting at a private villa nestled in the Sierra Madre Mountains in the Baja peninsula in Mexico.  It is located 80 minutes north of Cabo San Lucas on the Pacific Ocean where the ocean views are spectacular, vegetation supreme and proximate to the sublime culture and art that Todos Santos has to offer, where we will discuss and harness our passion in social artistry and leadership for this two day workshop.

We will share next practices in community moderation and social artistry.  This private villa will serve as our retreat for this focused group of professionals to discuss in great depth both professional and personal challenges and opportunities in our fields.

Saturday, 28 July 2012

8:00 Beach walk and yoga stretches on private Pacific Ocean beach

9:00 Mexican coffee will awaken our senses as we our facilitator leads us through a discovery of what is working and making a difference in our industry, what are opportunities and what we can shed

11:00 Key behaviors in social leadership

12:30 Lunch

14:00 Peer coaching on roof top terrace

15:00 Break- Margaritas, chips and salsa

16:00 Activating diversity and mobile in healthcare communities

17:00 Adjourn drive back to Todos Santos

Sunday 29 July 2012

8:00 Beach walk and yoga stretches on private Pacific Ocean beach

9:00 Role of a community convener, weaver and social artist

10:00 Recap Day 1

10:15 Artist’s Perspective: Keys to unlock social artistry, creation and human connection

11:30 Social artist competencies

12:30 Lunch

14:00 Peer coaching on roof top terrace

15:30 Break- Baja Wine Sampling and literature reading

16:00 Reflections

17:00 Adjourn drive back to Todos Santos

We will be using hash tag #SocialLeadership

Fine Tuning Health Care Practices, One Note at a Time

I was honored to interview Tracy Dufur, MBA who leads Elite Medical Advisors, an organization that is transforming healthcare practice management one note at a time.  Well, not through song per say, but through their creative strategies, leadership and approach to inspire new possibilities, one conversation at a time.  Yes, I had the honor to meet with the lead singer of Looting in Suburbia, who happens to be one of those talented MBAs and pioneer in healthcare industry who is inviting new practices that allow everyone to go home singing.

During my interview with Tracy, she shared with me one of the top issues she has seen with her clients is that healthcare practices aren’t being run by people with business skills.  They can be the top plastic surgeon in their field, but that doesn’t mean they can do the following that kills practice margins:

Healthcare Transformation - Music to our Ears!
  • Vendor management
  • Cost structure control
  • Focus on high quality billing
  • Identifying, hiring and training talent

She recommends that you consider outsourcing billing and vendor management and focus on building a practice, one patient conversation at a time.  “The time is now, she tells us, to engage with new practices, or these businesses will soon be out of business.”

Given the prominence of this subject in the news, I asked Tracy to share some strategies and methods so that we can all evolve together.

Q:   What do you think is working and making a difference today in healthcare practice management?

A:   Although it is basic, strategic planning is the number one thing that differentiates a good practice from a great practice and provides struggling practices with a map to success.  The vast majority of practices with which I come in contact have never been exposed to proper strategic planning.  Without a strategic plan, there is no road map.  You wouldn’t set out on a cross-country trip without mapping out your route, but practice owners and managers routinely run their business (and make no mistake, it is a business) without a written plan or goals.  A practice is only as good as its people.  This includes all ancillary and support staff.  The first and last person a patient sees in most practices is the front office staff.  If your staff doesn’t understand how their job fits into the overall success of the organization, what the organization goals are for the year, or even why the practice exits then your staff is simply showing up.  The overall practice should have an in-depth plan and then each department should complete a scaled down version with their department goals.  This ensures that everyone in the practice is moving in the same direction.  A simple model that I like to use when introducing practices to strategic planning is the following:

  • Vision:  Where We Will Be…
    • A description of a future state that embodies the values of the practice, its highest ideas, and hopes for achievement at a future time.
  • Mission: Why We Exist…
    • A statement that covers why the practice exists; what it does; whom it serves; what products and services it provides.
  • Goals:  What Will Get Us There…?
    • Achievements and/or initiatives for major areas of the practice that enable the future Vision to be achieved, while fulfilling the Mission.
  • Objectives:  Major Steps We Will Take…
    • Intended results for each goal that is specific and measureable.  Any one goal may have multiple objectives required to be fully reached.  This is a way of measuring progress toward the goals.
  • Strategies:  How We Will Go About Doing This…
    • A series of activities selected to enable the organization to meet its objectives.  Strategies are very specific.  They deal with the “How”.
  • Tactics (Tasks): Who Will Do What by When…?
    • Specific items to be completed in the near term.
  • Roles:  Ownership of Tasks…
    • The ownership of results.  A collection of “to dos” assigned to each person in the organization, which support the goals and objectives.
  • Relationships:  People Working Toward a Common Goal
  • This is the working level, where the organization’s strategic direction is practiced daily.  This involves the alliances between organization doctors, members, peers, directors, consultants, patients, vendors, regulators, etc.  It is the foundation for all efforts of the organization, which in the end; points back to the patient as the primary focus.

Q:  What do you think we should drop altogether as a practice?

A:  Excuses!  There are always going to be compliance and regulatory changes.  Every industry must work with these issues.  There are always threats and opportunities.  The key is to build on your strengths, identify your challenges and stay one step ahead by anticipating what is coming down the road.  If your receivables are out of line, if your reimbursements are falling, if fewer patients are coming through the door change your course of action.  You would not continue the same treatment on a patient if it wasn’t working, so don’t do it with your business.

Q:  What could make a difference but isn’t today in healthcare practice management?

A:  It is impossible to do everything well in an industry that is in flux and highly regulated.  Practice Managers must consider outsourcing.  Spend your time driving the business strategically not focusing on the tiny details.  There aren’t enough hours in the day and you will definitely miss something.  Surround yourself with vendors that have a proven track record in their core competency.  Learn to look at the big picture and manage to the numbers.  Keep your team focused on how they impact the Vision, Mission and Purpose of the organization.  Outline metrics and hold employees and vendors accountable.  This will allow you to loosen your grip a little, which in the end will give you more control, not less control.

Similar to other community art, it’s a great piece of music, it requires the entire band to come together to create the final cut.  No different in healthcare practices.  You need a composer, skilled musicians and management.

Active Listening, a Core Competency for Social Business Leaders, featuring: Nick Howe

If you haven’t followed Nick Howe on Twitter, it’s time.  He is a social business champion and hero who just happens to be a genius.   This superhero by day has a key role at Hitachi Data Systems , Vice President of the HDS Academy, yet by night is probably the most humble, coolest, geekiest and happiest guy you will ever meet.  He embodies networked learning in every sense of the word.  He engages his industry through storytelling, like at Jive World.  He is foremost a business leader who challenges himself to think about the disruptive nature of social business through active listening.  LISTENING you say?  How many times has a senior leader in one of your organizations taken the time to really listen and not ‘pander’ to you?  Recall and value your thoughts and ideas, synthesize quickly and give proper attribution?  Well, I certainly hope the answer is yes, but if you are like many people, those rare and inspirational leaders are unusual, which is why it’s noteworthy to celebrate when we find the attenuate.  In fact, his personal philosophy is simple:  “make learning a priority, trust that people will step up to a challenge and acknowledge weakness as an opportunity to learn, versus a threat.”

As a business leader he is constantly validating or examining what he believes his and his organizations’ roles are to achieve company goals as a continuous process. Not just a board room exercise once a year.  Yeah, that’s right – the infinite Loop.  Just like great leaders before him have, he is in constant examination of himself and his impact on the organization, his colleagues and his customers.

Merci, for chocolate, active listening and leadership

What I found the most profound in interviewing him for this blog post was his deep personal commitment to being a collaborative leader, who builds alignment, invites people into possibilities and empowers them.  He engages in detailed community conversations with great detail and critical attention to drive business results, yet humble in his overall approach and demeanor that is exceptional.   To use my food metaphors, like a scarce chocolate with intense and subtle characteristics, rich in flavor and depth.  This type of leadership is commendable, addictive and perhaps will become a contagion that spreads the learning fever.  Active listening and reflection are paramount for social business leadership; in fact I would argue these should be key core competencies for leadership.