| Launch: Planning the
Work
Teamnets
need to be self-organizing to some extent to be successful. The more rapid
the change and the more fluid the organization, the greater the need for
this capacity.
The recipe
for self-organization begins with people:
- People
create the shared purpose.
Whether a team at a white board, an
omnipotent ruler issuing an edict, or a lawmaker writing a preamble,
people are the ultimate source of an organization's raison
d'etre.
- Purpose
generates the work.
"Why" leads the "what." This is essential in
networks because purpose is the source of legitimacy for the activities
undertaken and results achieved.
- Cross-boundary work becomes explicit through
planning.
People need maps to help guide work through unfamiliar
geographies. Teams that work at a distance need to be more explicit than
those that don't.
- "Those
who do, plan."
Participatory planning provides the energy for
the self-organizing process. Openness and inclusion lead to trust. To
maximize everyone's sense of involvement, invite everyone, expect some
show up, and profusely thank the few who stay to do the work.
Planning is a
continuous process of thinking about the long-range future and the
immediate what-to-do-next. One pass at planning is never enough. A plan is
never finished, but is often "good enough for now."
The five
principles interrelate. Use a draft purpose statement to a broaden the
circle of stakeholders who in turn reshape the focus. Actual relationships
differ from those proposed and lead to different leaders. More work leads
to more internal units and more external alliances.
Set a
planning process in place that makes the work real, gains commitments, and
kick-starts the internal leadership. Find a way for the process to be as
participatory as possible. In words attributed to General Dwight D.
Eisenhower:
The plan
is nothing. Planning is everything.
Call a
planning meeting and include these agenda items:
- Clarify
purpose
- Identify
members
- Establish
links
- Multiply
leaders
- Integrate
levels
These action
statements also can guide a longer planning agenda, stretching over days
or months. Take the first item, for example, "clarify purpose." In some
situations, a few minutes of discussion will reaffirm a common
understanding, while in others extensive programs will be set in motion to
discover a new vision and mission. Just getting to "Go" in a teamnet is
often a considerable accomplishment.
[top] Clarify Purpose
Purpose is
the essential raw resource available to a teamnet. To make purpose useful,
you need to "unpack it," to translate values, vision, and mission into
goals, tasks, and results.
When people
are physically distributed, their purpose needs to go beyond the unspoken
and tacit behavior that works for those who are near one another. People
need to generate and interpret purpose so that they understand it well
enough to bring it back to their diverse locations and communicate it to
other people. Internal direction cannot replace external command unless
people participate in the process of defining their work. People can carry
explicit purpose across boundaries.
If you
already have gone through a period of searching and struggling to reach a
new vision and mission, now is the time to push beyond the
abstractions to what it means in concrete terms. Set your goals for
the future. Only a handful, please! Brainstorm many goals, but select only
a few. The "rule of seven," the number of things people can comfortably
keep in mind at once, is strongly applicable here.
Next, pick a
time horizon-a week, a month, a year-and place yourself at this future
point and look back. Ask what results you want to achieve within
that time for each goal. Results are the output, the deliverables, the
products of a group's activities.
Finally,
identify the tasks that connect the goals to the results. Tasks are
what we do, the categories of work.
When you
arrive at tasks this way, you have made purpose concrete. People
understand the legitimacy of the tasks since they can relate them directly
to the overall shared purpose. And if the purpose changes, they know that
the tasks need reevaluation.
[top] Identify Members
Now that you
know what the work is, who needs to participate in what? Here lies one of
the secrets of successful networking:
Everyone
does not have to participate in everything.
Each task,
driven by a goal, has at least one result, and represents a chunk of work
carried out by a sub-group, a part of the teamnet. Only some members need
involvement in most tasks, perhaps as few as one or two. For a few tasks,
such as a milestone review, everyone may need to participate. Members sign
up in the real world by sharing the work through one or more of the
group's activities.
Members are
the arms and legs and torso and senses of an organization. In teamnets,
"they" becomes "we".
Membership
goes beyond names on a list to flesh and blood commitments as the planning
phase unfolds and the work clarifies. Groups define their boundaries by
identifying their members. Inside and outside take form.
A core group
expands its network view to include stakeholders and constituencies beyond
itself that need representation in the plans. Customers, for example, may
participate as full, temporary, or ex officio members of a
network.
Some teams
and networks may have distinct boundaries, but often they are bounded from
the center. Core members, perhaps identified directly as a set of
individuals, sit at the center of intersecting relationships. Farther out,
organizational names or positional titles identify participants and
stakeholders. Farthest out, people refer to constituencies by general
categories, such as "customers," "media," and "government."
Don't be
afraid to name members of a network at all these levels of abstraction at
once. Networks include individuals and organizations. People may act for
themselves, stand for a group, or represent a constituency-all at the same
time.
[top] Establish Links
We need to
take our thinking up a level for a moment as the focus comes back around
to the links again. This is the arena where the 21st century organization
is going to look especially different from its predecessors.
The
convergence of digital technologies drives inescapable organizational
change as the interconnected global network grows along with personal
individual information mobility. Only a few years away, connectivity will
explode dramatically. We put our bet on 2001 as the year when large-scale
"digital convergence" snaps into place and an order-of-magnitude new jolt
of change hits.
We are in the
midst of epochal change when it comes to our ability to link. This is not
only a technology revolution, but a simultaneous social one as well. The
plummeting cost of connectivity itself challenges the vertical channels of
hierarchical information flow. Distributed, plentiful information enables
distributed power.
Think about
links at two levels: first, for the group as a whole, then for the
specific tasks and subgroups. Indeed, you need to move through these
perspectives several times to find a good mix of media and scheduled
interactions.
You need to
establish a communications environment for the group that supports its
work and is conducive to growing relationships.
Consider
multiple means for the physical links. Different people prefer different
media; some personal preferences are extremely strong. The nature of the
work and the location of the people greatly influence the choice and mix
of media. In particular, cross-boundary work virtually guarantees the need
for more than one mode of communication.
The answers
are not always obvious. While it might appear that fax is a preferable
mode of communication because of its simplicity, in some places, e-mail is
preferable. "Fax is very hard for us," says Olya Marakova, a scientist in
Frank Starmer's "lab without walls" doing basic research on cardiac cells,
in an e-mail message from Pushchino, Russia. "We have only one fax machine
for several buildings and it's very expensive. But everyone has modems and
it takes no time to send an e-mail."
Harry Brown's
EBC Industries' teamnet, by contrast, depends heavily on fax because
e-mail cannot easily transport the complex manufacturing drawings that the
companies exchange.
Not everyone
has Marakova's fax deficiency, or Brown's need, but they make the point
that communication mode depends on the situation.
Lay the
groundwork for specific relationships to develop in planning a teamnet.
You know that you want marketing people to work with their counterparts in
finance. Here, you work to relate (hard) technology to (soft)
relationships, in reverse of the 1-2-3 analysis
(channel-interaction-relationship) you did in the Assess phase.
[top] Multiply Leaders
This is a
teamnet commandment. It's also where some people have the most trouble
with the teamnet idea-alternatively fearing powerlessness or anarchy. "If
you tell people they've going to have to give up power, they'll tell you
to stuff it," says former Xerox CEO David Kearns. "The risk of democracy"
is how one besieged airline executive put it.
We never said
it is easy, only that this is the way things are going. This is
potentially the most personally powerful aspect of teamnets. There is more
room and more need for people to take responsibility and exercise
leadership because the group is working complex issues
concurrently.
Most groups
include both appointed and natural leaders. Cross-boundary groups need to
include people with positional power. A teamnet is no different from a
bureaucratic committee that studies and recommends if it has no power to
act.
Groups grow
their own leaders regardless of the official structure. In networks,
people use this capability to great advantage.
Natural
leadership in a group springs up around the activities. People literally
take responsibility for particular tasks, and in this way are
self-organizing. Use the work to define leadership within the group,
rather than the other way around.
When people
generate their own tasks, they see why they need to be involved in
specific activities. They are able to add unique contributions, exercising
leadership as they do since they know their own expertise, experience, or
perspective. Each person in the teamnet is a leader at some time in some
activities.
Each
cross-boundary task and set of activities offer an opportunity for
leadership within the teamnet. Task leadership emerges as people take on
responsibility for results. Linking specific results with specific people
anchors responsibility for work.
Many tasks
naturally lend themselves to co-leaders, which further expands the
possibilities for leaders. These leadership roles also naturally end as
the work completes and the process moves on.
What you
don't want to do is what bureaucracy does-chunk all the work down
to the level of individual tasks. This suppresses multiple leaders, proves
more costly, and frankly does not work in complex situations.
[top] Integrate Levels
Purpose,
members, links, and leaders all involve multiple levels of consideration.
Teamnets are at least three levels deep: the members of the teams, the
teams themselves, and the network of teams (or individuals in task groups
in teams).
Don't be
afraid to connect across the levels, or even to confuse them. Levels
are often confusing. Just keep moving your thinking up and down the
scales of size and scope, looking internally and externally from the
boundaries, from global to local perspectives and back again.
The planning
process is itself is one of the best means of integrating the levels and
of keeping everyone informed. Indeed, early plans are often most valuable
as tools for communicating with the hierarchy. They are also great
recruitment devices for potential participants not involved in the initial
planning.
Can you fit
your plan on a page? If so, you have a grasp of the whole that you can
communicate to others. Can you break down the one-page plan to a greater
level of detail, complete with places and dates? This indicates that your
plan has depth. Can you fit your plan into a broader strategy and overall
purpose? This indicates that your plan has a context, another way of
integrating levels.
Face-to-face
time is often at a premium for teamnets. Use precious meeting resources to
develop a clear high level picture that people can go away and fill in.
Each person needs to understand the whole, and each leader needs to
balance global issues with local concerns. Trust fills in between the
lines.
By ending the
Launch phase with a "high level" picture, you have focused your original
fuzzy 30,000 foot view down to a sufficient level of detail to do some
real work. This degree of clarity in the work convinces others that the
plan makes sense, simplifying the "marketing of the idea." Having taken
the time to go to this level of detail, you now can:
- describe
the project in a sentence or two;
- understand
the sequence of work;
- keep a
mental checklist of your specific responsibilities; and
- know who
to network with outside the team.
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